openerp 应用和开发基础 0.2 版） -...

OpenERP 0.2

OSCG

msn: [email protected]

mail: [email protected]

QQ: 1417063315

2010 1 0.1 2010 3 0.2 2010 4

OpenERP ........................................................................................................................................ 1

OpenERP ............................................................................................................................ 1 OpenERP ............................................................................................................................ 2

OpenERP ............................................................................................................ 2 OpenERP ........................................................................................................ 3 PostgreSQL ............................................................................................................ 3

OpenERP ............................................................................................................ 4 OpenERP .................................................................................................................... 4 OpenERP .................................................................................................................... 7

OpenERP ........................................................................................................................ 7 ..................................................................................................................... 7 ..................................................................................................................... 9

OpenERP .................................................................................................................. 12 ................................................................................................................................... 14

............................................................................................................................... 14 ............................................................................................................................... 15 ............................................................................................................... 16 ....................................................................................................................... 18

OpenERP ...................................................................................................................... 19 ....................................................................................................................... 19

........................................................................................................................... 19 ................................................................................................................... 20 ................................................................................................................... 21 ........................................................................................................................... 22 ................................................................................................................... 22

............................................................................................................................... 23 ........................................................................................................................... 23 ........................................................................................................................... 26 ............................................................................................................... 27 ........................................................................................................... 28 ....................................................................................................................... 29 ........................................................................................................................... 30

............................................................................................................................... 30 ........................................................................................................................... 31 ....................................................................................................................... 31 Journal ........................................................................................................... 33 ................................................................................................................................... 34

............................................................................................................................... 36 OpenERP ..................................................................................................... 36 ....................................................................................................................... 37 ................................................................................................................... 38 stock_move ....................................................................................................... 39 Packing List ........................................................................................................... 40 ................................................................................................................................... 41

................................................................................................................................... 42 ....................................................................................................................................... 42 ............................................................................................................................... 44

....................................................................................................................... 44 Journal ............................................................................................... 46

........................................................................................................... 47 ............................................................................................................................... 47

................................................................................................................................... 47 ........................................................................................................................... 49 ................................................................................................................................... 51 ........................................................................................................................... 52

............................................................................................................................... 53 ................................................................................................................................... 53 ................................................................................................................... 56 ........................................................................................................................... 58

............................................................................................................................... 58 OpenERP .................................................................................................................. 60

....................................................................................................................... 60 CSV ...................................................................................................................... 60

................................................................................................................................... 61 ................................................................................................................................... 62

....................................................................................................................... 64 ........................................................................................................................... 64 ........................................................................................................................... 65

XML ..................................................................................................................... 68 XML ......................................................................................................................... 68 XML ......................................................................................................................... 69

PostgreSQL .............................................................................................. 69 OpenERP .............................................................................................................................. 72

....................................................................................................................................... 72 ....................................................................................................................................... 74

....................................................................................................................... 74 ................................................................................................................................... 76 Action ............................................................................................ 77 ........................................................................................................................................... 79 ............................................................................................................................... 80

................................................................................................................................... 81 OpenERP ...................................................................................................................... 84

Workflow .......................................................................................................... 84 ................................................................................................................................... 85

....................................................................................................................... 85 ....................................................................................................... 87 ............................................................................................................................... 91

................................................................................................................... 91 (Enterprise Process) ...................................................................................................... 93

OpenERP .......................................................................................................................... 96

OpenERP .................................................................................................. 96 ........................................................................................................................... 96 XSL .................................................................................................................................. 97

OpenERP ...................................................................................................................... 98 sxw odt ................................................................................................... 98 xsl+xml ........................................................................................................ 99

................................................................................................................. 100 ..................................................................................................................... 100 ......................................................................................................................... 101

..................................................................................................................................... 101 RML ...................................................................................................................... 101 XML .......................................................................................... 102 ......................................................................................................................................... 103

Request,Sequence and Scheduler ........................................................................................................ 105 Request References ................................................................................................................ 105

Request .................................................................................................................................... 105 References .............................................................................................................. 106

Sequence ..................................................................................................................................... 107 Scheduler ..................................................................................................................................... 108

OpenERP ........................................................................................................................ 110 OpenERP ............................................................................................................ 110 ..................................................................................................................... 111 OpenERP (Group) ............................................................................................... 114

..................................................................................................................... 114 ..................................................................................................................... 115

Domain ................................................................................................................... 115 Domain ........................................................................................... 115 Domain ....................................................................................................... 116

OpenERP ........................................................................................................................ 118 ............................................................................................................................. 118 ............................................................................................................................. 120 ................................................................................................................. 121 OpenERP ........................................................................................................ 124

OpenERP ........................................................................................................................ 126 OpenERP .................................................................................................................... 126

......................................................................................................................... 126 ......................................................................................................................... 127

OpenERP ............................................................................................................... 128 ................................................................................................................................. 128 ......................................................................................................... 130 ................................................................................................................. 131 ................................................................................................................................. 131

(Server Action) ........................................................................................................ 131 Server Action ................................................................................................................. 131 OpenERP Mail ............................................................................................................... 132 Mail ........................................................................................................................ 133

Server Action ................................................................................................................. 134 ............................................................................................................................. 136 XML-RPC ................................................................................................................. 136

OpenERP

1

OpenERP

OpenERP Python ERP CRM Java C/S B/S 100 /MRPCRM OpenERP 500

OpenERP OpenERP OpenERP OpenERP ERP

OpenERP

OpenERP Fabien Pinckaers Fabien Pinckaers 30 13 2002 Louvain-la-Neuve Tiny Sprl Tiny Sprl 150 Louvain Catholic Fabien Pinckaers Tiny SPRL

Tiny Sprl Tiny ERP OpenERPOpenERP Fabien Pinckaers

2009 Tiny Sprl 75 100 Open Object Community 500 OpenERP /MRPCRMOpenERP ERP OpenERP

2009 OpenERP 45 1000 2008 Tiny SPRL 2009 Tiny SPRL 10%2009 60 2009 300 2010 400 TrendsTiny Sprl 2011 1050

OpenERP 2007 OpenERP http://www.shine-it.net/ OpenERP OpenERP HornERP http://code.google.com/p/hornerp/

OpenERP

2

OpenERP

OpenERP

OpenERP OpenERP PostgreSQL database server

OpenERP OpenERP OpenERP HTML

OpenERP CRUD Net-RPC XML-RPC CRUD CRUD

GUI-ClientOpenERP GUI-Client GTK-Client GTK(Graphics Tools Kit) QT OpenERP OpenERP Client OpenERPXML GUI-Client Java .Net

Web-Client HTML IEFirefox

OpenERP

3

Web-Client Web-Server Appache HTTP Server Internet Https

OpenERP

OpenERP OpenERP ERP

OpenERP ORMObject Relation Mapping OpenERP

CRUD BMDBase Module Distribution

500 Report Engine PDFOpenOfficeHTML Workflow EngineOE XML

WebService Net-RPCXML-RPC OpenERP http://doc.openerp.com/_images/pom_3_0_3.png

PostgreSQL

PostgreSQL POSTGRES 4.2 ORDBMSPostgreSQL PostgreSQL 2009 12 8.4.2http://www.postgresql.org/

POSTGRES 1986 Michael Stonebraker DARPAARONSF ESL, Inc POSTGRES 1987 1988 ACM-SIGMOD

OpenERP

4

1989 6 1 1990 6 2 3 1991 Postgres95 1993 Postres Postres4.2

POSTGRES POSTGRES Illustra Information Technologies Illustra Information Technologies ( Informix IBM ) Informix

1994 Andrew Yu Jolly Chen POSTGRES SQL Postgres95 Postgres95 ANSI C Postres4.2 Postgres95 25%Postgres95 1.0.x Wisconsin Benchmark POSTGRES 4.2 30-50%

1996 Postgres95 PostgreSQL 6.0PostgreSQL 8.4.2 PostgreSQL Affymetrix(www.affymetrix.com)

Transcriptome PostgreSQL GeneChip RNA

Afilias(www.nic.info) .INFO 900,000 PostgreSQL

BASF(www.basf.com) PostgreSQL

Cognitivity(http://www.cognitivity.com/) PostgreSQL

Journyx(http://www.journyx.com) web PostgreSQL unix Linux, BSD, AIX, Solaris, MacOS X

Royal Royal PostgreSQL The American Chemical Societywww.acs.org

165,000 125 1T PostgreSQL PostgreSQL

Tsutaya PostgreSQL G

OpenERP

OpenERP

OpenERP http://www.openerp.com/discover/features.html Enterprise Modules * Sales * Purchase

OpenERP

5

* Services Management * Invoicing * Point of Sales Logistics * Warehouse Management * Shipping Management * Manufacturing * Quality & Repairs * Products and pricelists Accounting & Finance * Accounting * Analytic Accounting * Budgets * Payments Management * Asset Management * Bank interfaces Human Resources * Expenses * Skills Management * Holidays * Attendances CRM & SRM * Customer Relationship Mgt. * Mail Gateway * Portals * Direct Marketing * Phone Calls Project Management * Operational Management * Financial Management * Timesheets Daily Productivity * Integrated DMS * Outlook/Thunderbird * Getting Things Done * Calendars Efficient Communication * Wiki * Webmail

OpenERP

6

* Dashboards * Alerts Business Process Management * End-User Processes * Workflow Engine Association Management * Membership * Events Organization * Fund Raising IT CompaniesIT * Bug Tracker * Scrum Methodology Fully Customizable * Report Designer * View Editor * Workflow Editor * Configurable Actions Ergonomy * Web & Application Interfaces * Gantt & Calendars * Dynamic Graphs * Integrated Documentation Flexible * Modules System * Web-Services eCommerce * Integrated eCommerce * EDI Business Intelligence * Olap Database * Cube Designer * Data Browser Miscelleanous Tools * Networks * Ideas * Lunch * Voip

OpenERP

7

OpenERP

OpenERP OpenERP 250 20 OpenERP ( ENA CEO

ENA Bull OpenERP OpenERP 3 1500

(CCIChambers of Commerce and Industry of Belgium)CCI SAPNavision OpenERP OpenERP OpenERP Action CCI 13 1 70

(IFBL, Institut de Formation Bancaire Luxembourg), OpenERP 1 40 1000

Medicalmedical OpenERP HISEMRhttp://medical.sourceforge.net/

OpenERP

OpenERP 1000 OpenERP 2 60 200

OpenERP 3 17

OpenERP

OpenERP

OpenERP ERP ERP ERP OpenERP

MVC OpenERP MVC Model OpenERP Python Model

class qingjia_qingjd(osv.osv): _name = 'qingjia.qingjd'

OpenERP

8

_description = '' _columns = { 'shenqr': fields.many2one('hr.employee', '', required=True), 'tians': fields.float('', required=True), 'kaisrq': fields.date('', required=True), 'shiyou': fields.text(''), 'active': fields.boolean(''), 'state': fields.selection([('draft',' '),('wait_prove',' '),('proved',' '),('rejected',' ')], ' ', required=True) } qingjia_qingjd() OpenERP CRUD Table InsertSelectDeleteUpdate OpenERP ViewOpenERP XML

OpenERP XML

OpenERP

9

qingjia.qingjd tree OpenERP Action MVC CControllerOpenERP Action XML

XML qingjia.qingjd [('shenqr.user_id','=',uid)]

OpenERP XML OpenERP

OpenERP

10

OpenERP OpenERP

OpenERP

11

OpenERP PDF OpenOffice

PDF

OpenERP

OpenERP

12

OpenERP

OpenERP

ERP OpenERP OpenERP ERP 0 10% License20 30% 50% -- 70% 10% OpenERP

2030% OpenERP ERP OpenERP

OpenERP OpenERP OpenERP Python OpenERP Python ERP Python Java 510 OpenERP Java ERP 1/5 1/10 ERP

OpenERP 500 1000

OpenERP OpenERP 2002 8 20 1500

OpenERP

13

Python Java http://www.developertutorials.com/tutorials/python/python-and-java-a-side-by-side-comparison-8-01-13/pag

e1.html

OpenERP

14

purchasing

1

MRP 2 MRO

ERP MRP

OpenERP MRP MRP

/ PO

OpenERP

Procurement Orders

BOM

Email

2

OpenERP

15

InvoiceIncoming Packing List

OpenERP Reconcile

OpenERP

(1)(2)(3)

(4) ERP CRM

(1)(2)(3)(4) ERP CRM ERP

ERP ERP POSPoint Of Sale

CRM

OpenERP Email

OpenERP

16

Customer Invoice

Product Order

XML

A 100

OpenERP

17

1500 17 : 1402 150000 2015 - 201501 () 25500

:2011 - 201101 175500 : 1036 150000

: 1402 150000

: 2011 - 201101 175500

:1002 175500

OpenERP

InvoiceReconcile

A 10 2000 :1014 - 101401 21700

: 6001 20000 2015 - 201501 () 1700

OpenERP : 6015 15000

: 1036 15000 : 1002 21700

: 1014 - 101401 21700

OpenERP

InvoiceReconcile ERP Chart Of Account

1001 1002 1036

OpenERP

18

1014 101401 2011 201101 2015 201501 () 201502 () 6001

OpenERP

Warehouse Management WM

Inventory Management

Location

OpenERP

19

OpenERP

OpenERP 5.07 HornERPhttp://code.google.com/p/hornerp/ 5.06

OpenERP base_contact

res_partner

OpenERP

20

res_partner_address res_partner res_partner_address One2Many

OpenERP

OpenERP

General Customer Supplier TitleConfiguration

Language TypeConfiguration FunctionConfiguration Address Type 5 (default,Default)

(invoice,Invoice)(delivery,Delivery)(contact,Contact)(other,Other)DefaultInvoiceDeliveryContactOther

CategoriesConfiguration

OpenERP

21

Sales & Purchases

OpenERP

22

Dedicated Salesman Main Company Sale Pricelist

8.5 6

Purchase Pricelist

Customer LocationOpenERP Location

Supplier Location

Email OpenERPEvent

Date Events State Of MindConfiguration Partner Relation User

Account Receivable1014

OpenERP

23

1014

Account Payable2011

Fiscal Position

Fiscal Position

Payment Term 30 10 30%20 30% 2

Total Receivable Total Payable Credit Limit Bank Details

Configure Sale Order Logistic Packing Default Policy: Direct DeliverryAll at Once

Direct Deliverry All at Once

OpenERP

24

Shipping Default Policy: Invoice Based on DeliveriesInvoice Based on Sales Orders

Steps To Deliver a Sale Order: Delivery Order OnlyPacking List & Delivery Order

By default, Open ERP is able to manage complex routing and paths of products in your warehouse and partner locations. This will configure the most common and simple methods to deliver products to the customer in one or two operations by the worker.

Products Configuration Units of Measure Units of Measure

Name UoM CategoryPCB

Products Configuration Units of Measure Units of Measure Categories

Factor Rate1 = 1 * factor 1 =40 factor=1 factor=40Rate1/Factor

Rounding Precision

Pricelist Products Pricelists Pricelists

OpenERP

25

Starte Date End Date Products Listprices Items

Sequence

Rules Test Match

AND Product Product TemplateProduct Product Template

Product Category Min. Quantity Sequence Price Computation Based on Public PriceCost PriceOther PricelistPartner section of the product form

Other Pricelist

OpenERP

26

Partner section of the product form Supplier Information

New Price New Price = Base Price * ( 1 + X ) + Y Rounding Method 0.05

45.66 45.65 100 14567 14600 Min. Margin Max. Margin min=10, Max=50, Base Price + 10

< New Price < Base Price + 50

Can be sold: Can be Purchased: Rentable Product: Variants: EAN13: Product Type: Stockable ProductConsumableServiceStockable Product

Consumable Service

Procure Method: Make to StockMake to Order BOM Supply Method Service Make to Order Task BOM WBS

Supply method: ProduceBuy

Weigths: Category: Configuration Status: In DevelopmentIn ProductionEnd of LifecycleObsolete

Product Manager:

OpenERP

27

Real Stock: Virtual Stock:

N

Lots:

UOM: ConfigurationOpenERP

Customer Lead Time:

Manufacturing Lead Time:

OpenERP

28

Warranty (months): Storage Localisation: Procurement Location:

Production Location:

Inventory Location:

Cost Price: Costing Method: Standard Price Average Price Sale Price: Variant Price Margin: Variant Price Extra:

=Sale Price * Variant Price Margin + Variant Price Extra

OpenERP

29

Supplier Information:

Partner PriorityProirity Partner Product Name Partner Product Code Delivery Delay Minimal Quantity Quantity Unit Price

DescriptionSale DescriptionPurchase Description

OpenERP

30

Income Account: 6001

Expense Account: 1042

Stock Output Account: 6015 1036

Stock Input Account: 1042 1036

Sale Taxes: Purchase Taxes:

OpenERP Fiscal Years 1 1 12 31

Periods 1 Chart Of Account

Journal OpenERP

Sale Journal Journal

OpenERP

31

TaxOpenERP

Payment Terms 30 OpenERP

Fiscal Positions

account module Create a Fiscal Year Charts of Account None

Account TypeOpenERP Configuration Financial Accounting Financial Accounts Account Types

Acc.Type Name: Code: Sequence: Sign on Report: Deferral Method: None

OpenERP

32

BalanceDetailUnreconciled NoneUnreconciled

Partner account: OpenERP

Configuration Financial Accounting Financial Accounts List of Accounts Parent: Account Type: Internal Type: ReceivablePayableViewConsilidation

OthersClosed ReceivablePayableView ViewView

Reconcile:

Display History: Default Taxes: Consolidated Children: Consilidation

OpenERP

33

Journal

Configuration Financial Accounting Financial Journals Type: SalePurchaseCashGerneralSituation

Sale

View:

Entry Sequence:

Entry SequenceEntry Sequence Invoice Sequence:

OpenERP

34

Default Debit Account:

Default Credit Account:

Entry Controls:

Financial Management --> Configuration --> Financial Accounting --> Taxes --> Taxes

OpenERP

35

Tax Name : a unique name required for this tax (such as 12% Sales VAT ), Company : a required link to a company associated with the tax, such as the Main Company, Tax Group : VAT or Other , used to determine which taxes on products can be substituted by taxes on

partners, Tax Type : a required field directing how to calculate the tax: Percent , ``Fixed`` , None or Python Code ,

(the latter is found in the Compute Code field in the Special Computation tab), Applicable Type : a required field that indicates whether the base amount should be used unchanged (when

the value is True ) or whether it should be processed by Python Code in the Applicable Code field in the Special Computation tab when the value is Code ),

Amount : a required field whose meaning depends on the Tax Type, being a multiplier on the base amount when the Tax Type is Percent , and a fixed amount added to the base amount when the Tax Type is Fixed ,

Include in base amount : when checked, the tax is added to the base amount and not shown separately, Domain : is only used in special developments, not in the core Open ERP system, Invoice Tax Account :a General Account used to record invoiced tax amounts, which may be the same for

several taxes or split so that one tax is allocated to one account, Refund Tax Account : a General Account used to record invoiced tax refunds, which may be the same as

the Invoice Tax Account or, in some tax jurisdictions, must be separated, Tax on Children : when checked, the tax calculation is applied to the output from other tax calculations

specified in the Childs Tax Account field (so you can have taxes on taxes), otherwise the calculation is applied to the base amount on the transaction,

Tax included in Price : when checked, the total value shown includes this tax, Tax Application : selects whether the tax is applicable to Sale, Purchase or All transactions, Child Tax Accounts : other tax accounts that can be used to supply the figure for taxationYou can use child

taxes when you have a complex tax situation that you want to hide your end users from. For example, you might define a motor mileage expenses product with a composite tax made up of two child taxes a non-reclaimable private element and a reclaimable business element (which is the case in some European

OpenERP

36

countries).When your staff come to claim motor mileage, they do not need to know about this taxation, but the accounting impact of their claim will be automatically managed in Open ERP.

The fields above apply the taxes that you specify and record them in the general accounts but dont provide you with the documentation that your tax authorities might need. For this use the Tax Declaration tab to define which Tax Cases should be used for this tax: Invoices/Base Code : tax case to record the invoiced amount that the tax is based on, Invoices/Tax Code : tax case to record the invoiced tax amount Credit Notes/Refund Base Code : tax case to record the refund invoice amount that the tax is based on, Credit Notes/Refund Tax Code : tax case to record the refund invoice tax amount.

OpenERP

OpenERP OpenERP OE stock_move stock_move or stock_move Move move OpenERP SupplierCustomerProduction Supplier Location Customer Location Production LocationProduction Location Inventory loss Loction

Stock Properties Supplier Location Customer LocationSupplier LocationCustomer Location Counter-Part Locations Properties Production Location Inventory loss LoctionProduction LocationInventory loss Loction

OpenERP virtual stock, futurestock real stock 2 10 5 100 5 Warehouse LocationWarehouse Location OpenERP Warehouse Location

OpenERP

OpenERP

37

OpenERP

Stock Management Configuration Locations

Location Type: (supplier,Supplier Location)(view,View)(internal,Internal

Location) (customer,Customer Location) (inventory,Inventory) (procurement,Procurement) (production,Production)Supplier LocationCustomer Location Stock Properties View Internal Location Inventory Inventory Location

OpenERP

38

Inventory LocationProduction Procurement Counter-Part Locations Properties Procurement

Inventory Account: 1036

Parent Location: Location Address: Icon: Chained Location Type: (none,None)(customer,Customer)(fixed,Fixed

Location)None Fixed Chained Location If Fixed Customer Customer Location

Chained Location If Fixed: Automatic Move: ('auto', 'Automatic Move'), ('manual',

'Manual Operation'), ('transparent', 'Automatic No Step Added')Automatic MoveManual OperationAutomatic No Step Added

Chained Delay (days): Localisation:

Stock Management Configuration Warehouse

Stock Management Automatic Procurements Minimum Stock Rules Name: OPOrder Point Location: Product: OpenERP Min Quantity:

Max Quantity: Qty Multiple: Max Quantity

13Qty Multiple 5 15Qty Multiple Purchase Order:

OpenERP

39

stock_move

Stock Management Traceability Low Level Stock Moves

Source Location Dest. Location Product Date Packing List Production Lot Tracking Lot

OpenERP

40

Splite in production lots

Status ('draft', 'Draft'), ('waiting', 'Waiting'), ('confirmed', 'Confirmed'), ('assigned', 'Available'), ('done', 'Done'), ('cancel', 'Canceled')

Packing List

OpenERP Packing List stock_picking Packing List stock_move Stock Management Traceability Low Level Packing

Partner Shipping Type('out', 'Sending Goods'), ('in', 'Getting Goods'), ('internal', 'Internal'), ('delivery',

'Delivery') Reference Date Order Planned Date Moves Split move lines in two Status('draft', 'Draft'), ('auto', 'Waiting'), ('confirmed', 'Confirmed'), ('assigned', 'Available'),

('done', 'Done'), ('cancel', 'Canceled') Validate'Available' Done Create invoice Actions Return packing Actions

OpenERP

41

Stock Management Periodical Inventory OpenERP

Stock Inventory Lines Fill Inventory Action Set Stock to 0 Action Fill Inventory Confirm Inventory

OpenERP

42

A OpenERP

Journal A

(the product module), (the stock module), (the account module), (the purchase module), (the sale module). account module sale module

OpenERP

43

Minimal Profile

account

Administration Modules Management Modules Uninstalled modulesaccountSchedule for InstallationApply Scheduled Upgrades account Start UpgradeStart configurationChart of Account None

sale Sale sale Shipping Default Policy Invoice Based on Deliveries

OpenERP

44

Journal

Financial Management Configuration Financial Accounting Financial Accounts

Account Types

OpenERP

45

Acc. Type Name Code

Deferral Method Partner account Sequence

Sign on Reports

view none FALSE 5 Positive income unreconciled FALSE 5 Positive expense unreconciled FALSE 5 Positive cash balance FALSE 5 Positive other none FALSE 5 Positive

Financial Management Configuration Financial Accounting Financial Accounts List of Accounts

Code Name Account

Type Parent Internal

Type Reconci

le 0 view 1001 0 other 1002 0 other 1036 0 other 1014 0 view 101401 1014 receivable 101402 1014 receivable 2011 0 view 201101 2011 payable 201102 2011 payable 2015 0 view 201501 () 2015 other 201502 () 2015 other 6001 0 other

Financial Management Configuration Financial Accounting Financial Accounts Chart of Accounts

OpenERP

46

Journal

Financial Management Configuration Financial Accounting Financial Journals

Journal Name Code Type View

Entry Sequence

Default Debit

Account

Default Credit

Account

PUJ Purchase Journal View Account Journal

SAL Sale Journal View Account Journal

CASH Cash Cash Journal View

Account Journal

Financial Management Configuration Financial Accounting Taxes Taxes

Tax Name Amount Invoice Tax Account Tax Application () 0.17 201501 () Sale () 0.17 201502 () Purchase

OpenERP

47

Partners Partners

Name Customer

Supplier

Contact Name

Address Type Street

Account Receivable

Account Payable

Default

68 101401

201102

Default

101402

201101

Products Configuration Products Categories A Products Products A NameA Code001 Category Income Account6001 Expense Account1036 Sale Taxes() Purchase Taxes()

Purchase Management New Purchase Order A 100 Purchase Order Lines

Compute

A 17 Confirm Purchase Order

Approved by Supplier

Received Packing List

Invoiced&Paid(Recocile) Invoicing Control Delivery & Invoices Tab Invoicing Control

From Order a draft invoice will be pre-generated based on the purchase order. The accountant will just

OpenERP

48

have to validate this invoice for control. From Pickinga draft invoice will be pre-genearted based on validated receptions. Manualno invoice will be pre-generated. The accountant will have to encode manually. 5.06 From Order Approved by Supplier From Picking Create Invoice Manual OE

Invoice Delivery & Invoices Tab

(Order Status) ('draft', 'Request for Quotation'), ('wait', 'Waiting'), ('confirmed', 'Confirmed'), ('approved', 'Approved'), ('except_picking', 'Shipping Exception'), ('except_invoice', 'Invoice Exception'), ('done', 'Done'), ('cancel', 'Cancelled') draft wait confirmed approved done Packing List Done/ cancel except_picking except_invoice

Products Products A A Real Stock Virtual Stock 100

OpenERP

49

Financial Management Invoices Supplier Invoices Invoice Address Account Payable201101

Expense Account1036 Taxes() Validate

Total Payable

117.00

OpenERP

50

Financial Management Entries Encoding Entries Encoding by

Line 1036 100 2015 - 201501 () 17

2011 - 201101 117

OpenERP

51

Financial Management Entries Encoding Entries by Statements New Statement

Starting Balance Ending Balance Statement lines Type SupplierPartner

Amount Reconcile Invoiced & Paid Check

BalanceComputeStarting Balance/Statement lines

OpenERP

52

ConfirmEnding BalanceBalance

Confirm1002 Journal

: 2011 - 201101 117.00 :1002 117.00

Stock Management Incoming Products

Products Received

100

OpenERP

53

Unreceived Products

Origin Reference Packing List

Invoice Control Packing List Not from Packingto be invoiceInvoiced Not from Packing Packing List to be invoice Packing List Create InvoiceInvoiced

Back Order Packing List 10 6 OE Packing List 6 4 Back Order Packing List Back Order

A A Real Stock Virtual Stock 100

Sales Management Sales Orders New Quotation A 50

OpenERP

54

Confirm Order

Create Invoice Picked Packing List Paid(Recocile) (Order Status)

('draft', 'Quotation'), ('waiting_date', 'Waiting Schedule'), ('manual', 'Manual In Progress'), ('progress', 'In Progress'), ('shipping_except', 'Shipping Exception'), ('invoice_except', 'Invoice Exception'), ('done', 'Done'), ('cancel', 'Cancelled') draft waiting_date manual progress done cancel shipping_except invoice_except

OpenERP

55

History

Packing PolicyOther Data Partial DeliveryComplete Delivery

(Packing List)

Shipping Policy Payment before deliveryInvoice on Order After DeliveryShipping & Manual Invoice

Invoice from the Packing Payment before delivery : Open ERP creates an invoice in the Draft state. Once this is confirmed and paid the delivery is activated. Invoice on Order After Delivery : the delivery order is produced when the order is validated. A draft invoice is then created when the delivery has been completed. Shipping & Manual Invoice : Open ERP starts the delivery from the confirmation of the order, and adds a button which you manually click when youre ready to create an invoice. Invoice from the Packing : invoices are created from the packing stage.

Invoice on Ordered QuanlitiesShipped Quantities

IncotermINCOTERMS International Commercial Terms INCOTERMS 2000

2000 1 1 INCOTERMS 2000INCOTERMS 1990INCOTERMS 2000"2000 " 13 13 E F C D E EXW Ex Works F FCA Free Carrier

OpenERP

56

FAS Alongside Ship FOB Free On Board C CFR Cost and Freight CIF Cost Insurance and Freight CPT Carriage Paid To CIP Carriage and Insurance Paid To D ( ) DAF Delivered At Frontier DES Delivered Ex Ship DEQ Delivered Ex Quay DDU Delivered Duty Unpaid DDP Delivered Duty Paid

Financial Management Invoices Customer Invoices

OpenERP

57

Create :1014 - 101401 58.50

: 6001 50 2015 - 201501 () 8.5

OpenERP

58

Stock Management Outgoing Products

Check Availability

Force Availability

Financial Management Legal Statements Generic Reports Account Balance General Ledger Print Journal Print Central Journal Print General Journal Account Balance

OpenERP

59

General LedgerDisplay History

Print Journal

OpenERP

60

OpenERP

OpenERP CSV XML PostgreSQL COPY OpenERP XML-RPC SQL

databasename.dump

CSV

OpenERP CSV / Web-Client

OpenERP

61

|GUI-Client OpenERP 5.06 Web-Client GUI-Client

Partner Partner -->

ID ID ID xxx_data.xml

CSV ID CSV ID CSV ID Categories/IDid

Database ID ID

OpenERP

62

Categories/Database ID Database ID Database ID ID db_id

Excel CSV CSV CSV UTF-8 Excel Word Word xxx.csv Excel

Import Compatible

CategoriesCategories ID Database ID

80 5.06 80 GUI-Client limit limit 80Web-Client 5.07

Name,Country/ID,Country/Database ID,Country/Country Name,Categories/Database ID,Categories/Full Name,Customer ,base.cn,46,,,,True ,base.cn,46,,,,True () ,base.cn,46,,4,,False ,,,,3,, base.cnBase IDcn 46 ID

OpenERP OpenERP OpenERP CSV Table UTF-8 CSV Excel CSV UEEmEditor UTF-8

CSV

OpenERP

63

CSV

ID,Name,Country/ID,Categories/Database ID,Customer,Contacts/Contact Name id,name,country:id,category_id:db_id,customer,address/name partner_001,,base.cn,"3,4",True, ,,,,,

Table ID ID ID

ID partner_001ID .

country:id country:db_id Country id db_id IDbase.cn ID ID ID ID db_id

category_id:db_idcategory_id db_id Database ID ID"3,4"

address/name name address

--> CSV

OpenERP

64

CSV

CSV OpenERP

1) Excel 2) CSV 3) 4) Excel 5) CSV 6)

Chart of Account

1) Acc. Type Name

Code Deferral Method Partner account Sequence

Sign on Reports

view None FALSE 5 1

OpenERP

65

income unreconciled FALSE 5 1 expense unreconciled FALSE 5 1 cash Balance FALSE 5 1 other None FALSE 5 1

2) CSV

Acc. Type Name

Code Deferral Method Partner account Sequence

Sign on Reports

id name code close_method partner_account sequence sign

myacc_type_view view none FALSE 5 1 myacc_type_income income unreconciled FALSE 5 1 myacc_type_expense expense unreconciled FALSE 5 1 myacc_type_cash cash balance FALSE 5 1 myacc_type_other other none FALSE 5 1

idid

3) CSV CSV CSV utf-8 CSV id,name,code,close_method,partner_account,sequence,sign myacc_type_view,,view,none,FALSE,5,1 myacc_type_income,,income,unreconciled,FALSE,5,1 myacc_type_expense,,expense,unreconciled,FALSE,5,1 myacc_type_cash,,cash,balance,FALSE,5,1 myacc_type_other,,other,none,FALSE,5,1

1

Code Name Account Type Company

Outgoing Currencie

s Rate Internal

Type Reconcil

e 0 current View 1001 current Others 1002 current Others 1036 current Others 1014 current View 10140 current Recievable

OpenERP

66

1

101402

current Recievable

2011 current View

201101

current Payable

201102

current

Payable

2015 current View

201501 ()

current

Others

201502 ()

current

Others

6001 current Others 2) CSV

Code Name

Account Type

Company

Outgoing Currencies

Rate

Internal

Type Reconci

le

id code name user_type:id

parent_id:id

company_id:db

_id currency_

mode type reconcil

e myacc_0 0

myacc_type_view 1 current view FALSE

myacc_1001 1001

myacc_type_cash

myacc_0 1 current Other FALSE

myacc_1002 1002

myacc_type_cash


myacc_1036 1036

myacc_type_other


myacc_1014 1014

myacc_type_income

myacc_0 1 current

View FALSE

myacc_101401 101401

myacc_type_income

myacc_1014

1 current

receivable TRUE

myacc_101402 101402

myacc_type_income

myacc_1014

1 current

receivable TRUE

myacc_2011 2011

myacc_type_expense

myacc_0 1 current

view FALSE

myacc_201101 201101

myacc_type_expense

myacc_2011

1 current

payable TRUE

myacc_2011 201102

myacc_type_expense

myacc_2011 1 current

payable

TRUE

OpenERP

67

02

myacc_2015 2015

myacc_type_other

myacc_0 1 current view FALSE

myacc_201501 201501

()

myacc_type_other


other FALSE

myacc_201502 201502

()

myacc_type_other


Other FALSE

myacc_6001 6001

myacc_type_other

myacc_0 1 current other FALSE

ID idDatabase ID db_id Account Type user_type ID user_type:id Company company_id Database ID

company_id:db_id Internal Type

3) CSV id,code,name,user_type:id,parent_id:id,company_id:db_id,currency_mode,type,reconcile myacc_0,0,,myacc_type_view,,1,current,view,FALSE myacc_1001,1001,,myacc_type_cash,myacc_0,1,current,other,FALSE myacc_1002,1002,,myacc_type_cash,myacc_0,1,current,other,FALSE myacc_1036,1036,,myacc_type_other,myacc_0,1,current,other,FALSE myacc_1014,1014,,myacc_type_income,myacc_0,1,current,view,FALSE myacc_101401,101401,,myacc_type_income,myacc_1014,1,current,receivable,TRUE myacc_101402,101402,,myacc_type_income,myacc_1014,1,current,receivable,TRUE myacc_2011,2011,,myacc_type_expense,myacc_0,1,current,view,FALSE myacc_201101,201101,,myacc_type_expense,myacc_2011,1,current,payable,TRUE myacc_201102,201102,,myacc_type_expense,myacc_2011,1,current,payable,TRUE myacc_2015,2015,,myacc_type_other,myacc_0,1,current,view,FALSE myacc_201501,201501,(),myacc_type_other,myacc_2015,1,current,other,FALSE myacc_201502,201502,(),myacc_type_other,myacc_2015,1,current,other,FALSE myacc_6001,6001,,myacc_type_other,myacc_0,1,current,other,FALSE

OpenERP

68

XML

OpenERP x_data.xml x_demo.xml OpenERP xml

XML

06229 cs123 zh_CN Asia/Chongqing

xml OpenERP 06229cs123base.group_user cshaocai.group_haocaiuser data data recordnoupdate

demo noupdate="1" noupdate noupdate=0

record record fieldmodel="res.users" res_users res_usersid="user_06229" id id

field field name, eval, ref, search 06229 login 06229name 0622906229eval eval 3+5 ref many2one one2many ref ref="base.action_menu_admin"base id=action_menu_admin record record base base_data.xml many2one one2many base.group_user cshaocai.group_haocaiuser idbase.group_userEmployee search res.groups (model="res.groups") name='Employee'"groups_id"

OpenERP

69

XML

OpenERP Action base_module_record Administration Customization Module Creation

Start Recording, Stop Recording, Save Recorded Module Start Recording Stop RecordingSave Recorded Module XML

Export Customizations As a Module Start Recording Export Customizations As a Module Export Customizations As a Module

OpenERP XML XML

PostgreSQL

CSV

PostgreSQL PostgreSQL COPY COPY COPY tablename [ ( column [, ...] ) ] FROM { 'filename' | STDIN } [ [ WITH ] [ BINARY ] [ OIDS ] [ DELIMITER [ AS ] 'delimiter' ] [ NULL [ AS ] 'null string' ] ] COPY tablename [ ( column [, ...] ) ] TO { 'filename' | STDOUT } [ [ WITH ] [ BINARY ] [ OIDS ] [ DELIMITER [ AS ] 'delimiter' ] [ NULL [ AS ] 'null string' ] ]

OpenERP

70

COPY Windows psql LinuxPostgreSQL sourceforgehttp://psql.sf.net/PostgreSQL Frontend

COPY OpenERP Stock Management Periodical Inventory OpenERP OpenERP Stock Inventory Lines stock_inventory_line GUI Client Web Client Import/Export 5.06 Import Stock Management Periodical Inventory New Periodical

Inventory

PostgreSQL Frontend psql dbname dbuser D:\work>psql case1 openpg Password: Welcome to psql 7.4.6, the PostgreSQL interactive terminal. case1 openpg OpenERP passwordOpenERP

openpgpwd

case1=# copy stock_inventory_line to 'd://work//a11.csv' delimiter as ','; COPY 1 case1=# stock_inventory_line d://work//a11.csv1) 2COPY PostgreSQL Windows PostgreSQL .\openpgsvc administrators

id,create_uid,create_date,write_date,write_uid,inventory_id,location_id,product_id,product_uom,product_qty 1,1,2010-04-10 21:58:16.296,\N,\N,3,11,3,1,5 inventory_id Database IDlocation_id product_id product_uom product_qty

Excel CSV inventory_id=3

inventory_id,location_id,product_id,product_uom,product_qty,create_uid,create_date 3,11,3,1,10,1,2010-04-10 Fill Inventory Set Stock to 0 0 stock_inventory_line

OpenERP

71

CSV UTF-8

case1=# copy stock_inventory_line (inventory_id,location_id,product_id,product_uom,product_qty,write_uid,create_date) from 'd://work//a11.csv' delimiter as ',';

OpenERP

72

OpenERP

OpenERP OpenERP

OpenERP OpenERP OpenERP

OpenERP OpenERP ViewTree ViewForm ViewOpenERP Object ModelClassres.partnerres_partnerResource

-1

OpenERP

73

-2

Action Action Action ActionAction Search Action OpenERP Object or Model Python Class

Record SearchReadWrite OpenERP

def _get_admin_id(self, cr): if self.__admin_ids.get(cr.dbname) is None: ir_model_data_obj = self.pool.get('ir.model.data') mdid = ir_model_data_obj._get_id(cr, 1, 'base', 'user_root') self.__admin_ids[cr.dbname] = ir_model_data_obj.read(cr, 1, [mdid], ['res_id'])[0]['res_id'] return self.__admin_ids[cr.dbname]

server\addons\base\res\ res_user.py'ir.model.data' ir_model_data_get_id admin user_id admin user id

View

Menu Action

Action Action Action Action

OpenERP

74

Act_Window ReportWizard

-3

( account.invoice) 1) ActionAction account.invoice (Action (Domain,

)) 2) ( XML-RPC ) 3)

(Action)

Menu Action Object View

Search

OpenERP

75

x_qingjd x_shenqrx_tiansx_kaisrqx_shiyou x_

-4

-5

TODO

OpenERP

76

x_qingjd 1Action

select=1

-6 x_qingjd 2

OpenERP

77

-7

Action

Action Action (group)

OpenERP

78

-8

Action Action

-9

Action

Action Action

OpenERP

79

x_qingjd Action Action x_qingjd

TODO Action

-10 Action

-11

OpenERP

80

-12

-13

OpenERP XML OpenERP [] Action

OpenERP

81

-14 x_shenqr

-15

TODO

OpenERP OpenERP x_qingjd OpenERP x_qingjd

OpenERP

82

x_qingjd Table

x_qingjd ir_model ir_model_fieldsir_model_fields model_id ir_model ir_model Table

ir_model_fields Table

ir_ui_view arch XML ir_ui_view Table

ir_uimenu ir_ui_menu Table

Action ir_act_windowir_act_window_viewir_values Action ir_act_window res_model Action Action ir_act_window_view ir_values ir_act_window Table

ir_values Table

OpenERP

83

Action ir_values ir_values model res_id Action ir_ui_menu id=104 value Action value=ir.action.act_window,93 ir_action_act_window id=93 Action Action OpenERP 1) ir_ui_menu 2) ir_values Action 3) ir_act_window ir_act_window_view Action 4) ir_model ir_model_fields ( x_qingjd) SQL 5) ir_ui_view XML XML 6)

OpenERP Action

OpenERP

84

OpenERP

Workflow

A B

(workflow) 1) 2) 3) 4)

Activity

-1

-2

Transitions

3 Outgoing transitionsIncoming transitions A B A B TriggerConditionRole A B

OpenERP

85

OpenERP

Activity Activity DraftWaiting ProveProvedRejected Activity NewTo ProveProveReject

XML XML

process

x_state

x_state x_state selectionselection Field Selection Field Selection[('draft',''),('wait_prove',''),('proved',''),('rejected','')]

'draft', 'wait_prove', 'proved', 'rejected' '', '', '', ''

OpenERP

86

-3

state

OpenERP state

x_state 1 2, ,

separator, group button states states=draft,wait_prove draftwait_prove

OpenERP

87

-4

x_qingjd on_create

Truewkf_instance

draft, wait_prove, proved, rejected,

XML

workflow.name resource.model True | False

OpenERP

88

-5

Dummy, Function, Subflow, Stop All Function

Dummy Python Function Python Subflow Activity Stop All

Python Activity PythonPython Python Mail Mail

Python Function Activity write write OpenERP OpenERP

Activity (Subflow) idActivity Activity Python (Purchase Order Basic Workflow) Picking (account.invoice)(account.invoice.basic)Activity (Subflow)PythonPython id

subflow.* * Activity

OpenERP

90

wait_prove rejected

-7

True'hello' in ['hello','bye']zip==1400phone==mobile button name

[move_id.id] move_line_id_payment_get() id id id TrueDone

-8

XML

(...)

OpenERP

91

(...) (...) (...)

separator

Python

-9

Sale Order OpenERP draftConfirmInvoice

Customise Manage Workflows

sale.order.basic server\addons\sale\sale_workflow.xml sale.order.basic server\addons\sale\sale.py Action

OpenERP

92

server\addons\mrp\mrp_workflow.xml mrp.procurement.basic server\addons\mrp\mrp.pymrp_procurement Action

1) draft CancelCancel

Confirmrouter 2) router OR

trans_router_wait_invoice trans_router_wait_ship wait_invoice wait_ship

3) wait_ship Cancel ship (order_policy!='prepaid') or invoiced (order_policy!='prepaid') or invoiced wait_ship ship

4) ship mrp.procurement procurement_lines_get() test_state('finished')

OpenERP

93

test_state('canceled') ship XOR trigger_model trigger_expr_id procurement_lines_get()sale.py procurement procurement_id act_ship action action_ship_create mrp_procurement act_ship_end trans_ship_ship_except act_ship_except

(Enterprise Process)

OpenERP (Process) Workflow

(Process)

OpenERP

94

-10

OpenERP

95

OpenERP

ActionObject

Help URL Open Print

Print Workflow

Workflow

Wizard

OpenERP

96

OpenERP

OpenERP

OpenERP RML XSLT+XML RML RML RML HTML RML RML PDF XSLT+XML OpenERP XSLT+XML RML PDF XSLT+XML RML PDF source/ch03 xsl2rml.py rml2pdf.py

xsl2rml.py rml2pdf.py Python 1) Python

OpenERP Python 3.0 2.6.2 2.5.x 2.5.x 2.5

2) python pdf PDF RML PDF PIL-1.1.6.win32-py2.6.exe reportlab-2.3.win32-py2.6.exe

3) python xslt xml xslt xml xsl2rml.py libxml2-python-2.7.4.win32-py2.6.exe lxml-2.2.2.win32-py2.6.exe

xsl2rml.py rml2pdf.py xsl2rml.py rml2pdf.py source/ch03 xslrml

1) Xsl + xml => rml, XSL cd source\ch03\report xsl2rml.py example\ex1.xsl example\ex1.xml example\ex1.rml xsl2rml.py xsl xml RML xsl2rml.py .xsl .xml .rml .RML RML

OpenERP

97

2) rml => pdf cd source\ch03\report rml2pdf\rml2pdf.py example\ex2.rml RML PDF PDF RML PDF 3) source\ch03\report\example

XSL

XSL xslt xml xsl html, xml, pdf xsl XSLTutorialXSLTutorial XSLTutorial http://www.w3.org XSLTutorial

XSL XML XSL XPath XML "//title" XML XSLT XSL XML XSL HTMLTXTXMLPDF

-1 XSLT

XSL John Smith

ex1.xml

ex1.xsl

XSL John Smith

Xslt

OpenERP

98

OpenERP

Open ERP Openoffice xslt + xml

sxw odt

Openoffice OpenOffice Word [[ python ]]OpenERP [[ ]] OpenOffice sxw SXW2RML RML OpenOffice RML OpenERP RML OpenERP RML [[ ]] ReportLab RML PDF SXW2RML ReportDesigner SXW2RML OpenOffice OpenERP RML RML HTML PDF [[ ]] Python OpenERP

-2 SXW

1) RML

RML Tag HTML rml-reference.pdfbase\module\report\ir_module_reference.rml

RML http://www.shine-it.net/viewthread.php?tid=713&page=1&authorid=593 openobject-developer.pdf http://doc.openerp.com/ 2)

source/ch03 rml2pdf.py rml pdf

OpenERP

99

rml2pdf.py

3) RML Python [[ ]] python openobject-developer.pdf

base\module\report\ir_module_reference.rml

4) py openobject-developer.pdf

base\module\report\ir_module_reference_print.py__init__.py import 5) xml

openobject-developer.pdf base\module\module_report.xml XML RML 6)

xsl+xml

XSL+XML OpenERP XML XML XSL XSL RML ReportLab RML PDF PythonXMLXSL Style sheet

-3 xsl+xml

1) xslt 2) xml 3) ->->-> xml, xml xsl xml

4) OpenERP Server xml xsl rml

rml pdf openobject-developer.pdf 14 OpenERP base base\res\partner\report\partner_address.xsl base\res\partner\report\

OpenERP

100

partner_address.xmlbase\res\partner\partner_report.xml

OpenERP 1) PDF 2) 3)

OpenERP ReportLab ReportLab ReportLabOpenERP Reportlab STSong-Light OpenERP ReportLab

OpenERP ReportLab STSong-Light RML XSL STSong-Light

server\bin\report\render\rml2pdf\__init__.pySTSong-Light from reportlab.pdfbase import pdfmetrics from reportlab.pdfbase.cidfonts import UnicodeCIDFont pdfmetrics.registerFont(UnicodeCIDFont('STSong-Light')) OpenERP windows python2.5 server\bin\report Python2.5 OpenERP PATH=C:\Python25;%PATH% cd server\bin\ python -O -m compileall .\report OpenERP server Server\library.zip report library.zip library.zip OpenERP Server Python2.5 __init.py__ http://www.shine-it.net/viewthread.php?tid=713&page=1&authorid=593 Linux __init.py__site-packages/openerp-server/reportOpenERP Server xsl rml STSong-Light

Windows xsl rml

Times-Roman

OpenERP

101

Times-BoldItalic Times-Bold Times-Italic Helvetica-BoldOblique Helvetica-Bold Helvetica Courier-Bold Courier

linux source\ch03\report-cn.sh

RML XSL OpenERP /addons\base\res\res_company.py_get_header_get_header2STSong-Light OpenERP Server base base _get_header_get_header2 base res_company rml_header2

XSL RML RML XSL base\res\partner\report\partner_address.xsl

xsl

PDF RML RML RML XML

RML

OpenERP

102

-4 RML source\ch03\ch03report\ rpt_qingjd.rml cd source\ch03\ report\rml2pdf\rml2pdf.py ch03report\rpt_qingjd.rml

XML

source\ch03\ch03report\ rpt_qingjd.py # -*- encoding: utf-8 -*- import time from report import report_sxw from osv import osv class rpt_qingjd(report_sxw.rml_parse): def __init__(self, cr, uid, name, context): super(rpt_qingjd, self).__init__(cr, uid, name, context) self.localcontext.update({ 'time': time, }) report_sxw.report_sxw('report.ch03report.rpt_qingjd','x_qingjd','addons/ch03report/rpt_qingjd.rml',parser=rpt_qingjd,header=False) class rpt_qingjd Class report.ch03report.rpt_qingjdreport. x_qingjd addons/ch03report/rpt_qingjd.rml RML parser=rpt_qingjdparser Class header=False

OpenERP

103

XML source\ch03\ch03report\ rpt_qingjd.xml model name PY report.ch03report.rpt_qingjdreport.

rml RML string

source\ch03\ ch03report OpenERP addons ch03report

-5

PDF

OpenERP

104

-6

OpenERP

105

Request,Sequence and Scheduler

OpenERP Request,Sequence and SchedulerRequest Sequence Sequence Scheduler Job

Request References

Request

RequestOpenERP Request OpenERP OE RequestRequest Request Request OE RequestRequest RequestOE Request Request Web Client GUI Client Request

Request Request Request

OpenERP

106

From To OE

Subject Request Trigger Date References Status ('draft','draft'),('waiting','waiting'),('active','active'),('closed','closed') Request server\bin\addons\base\res\res_request.py

References

Request res_request.py Reference 'ref_doc1':fields.reference('Document Ref 1', selection=_links_get, size=128, states={'closed':[('readonly', True )]}), 'ref_doc2':fields.reference('Document Ref 2', selection=_links_get, size=128, states={'closed':[('readonly', True)]}),

References ID (product.product,3) product.product product_productid=3 References name ID(product.product,3)id=3[PC1] Basic PC id=3 product name

selection=_links_get_links_get

OpenERP

107

[(product.product,Product),(crm.case,Case),(account.invoice,Invoice)]"res.request.link" res_request_link res.request.link (product.product,Product) product product_data.xml Product product.product

name=Product, object=product.product res_request_link Request Product Request res_request_link

states={'closed':[('readonly',True)]} Request closed

Sequence

OpenERP Sequence id

OpenERP Sequence Sequence OpenERP Sequence Administrator --> Configuration --> Sequences --> Sequences

Account Journal 1004-001 (%(y)s%(month)s-) 8 Number padding=8 1Increment Number Fiscal Years account account OpenERP

server\bin\addons\base\ir\ir_sequence.py account Sequence server\bin\addons\account\sequence.py Sequence

OpenERP

108

server\bin\addons\account\sequence_view.xml sequence.py ir.sequence fiscal_ids

get_id

sequence_view.xml Form Fiscal Years Page

sequence.py

sequence_view.xml

c = {'fiscalyear_id': move.period_id.fiscalyear_id.id} new_name = self.pool.get('ir.sequence').get_id(cr, uid, journal.sequence_id.id, context=c) ir.sequence idjournal.sequence_id.id Account Journal get_id

Scheduler

OpenERP Scheduler unix cron Windows OpenERP

Request EMail SchedulerOpenERP Scheduler

OpenERP Scheduler Administrator --> Configuration --> Scheduler --> Scheduled Actions

OpenERP

109

Interval Number Interval UnitNext Call DateNumber of CallsRepeat MissedTechnical Datamrp.procurement run_scheduler(False,)OE self, cr, uid run_scheduler(cr,uid,False) run_scheduler server\bin \addons\mrp\mrp.py

OpenERP Scheduler server\bin\addons\base\ir \ir_cron.py_poolJobs self.setAlarm(self._poolJobs, int(time.time()) + next_call, db_name, db_name) ir_cron netsvc.AgentsetAlarm netsvc.Agent netsvc.Agent server\bin \netsvc.py timer timer = threading.Timer(wait, fn, args, kwargs) timer.start() wait fn fn ir_cron _poolJobs threading.Timer Python threading

ir_cron Job _poolJobs_poolJobs Job _poolJobs_poolJobs

OpenERP

110

OpenERP

OpenERP

OpenERP 1)

OpenERP

2) OpenERP

3)

OpenERP

4) OpenERP

5)

OpenERP

14 (group)5 (role)OpenERP

Action GUI Client Tab

OpenERP

111

-1

Tab OpenERP

Tab

-2

OpenERP

112

Tab Stock / MultiWorker WarehouseStock / MultiWorkerWarehouse

-3 Domain

company_idUser / Companychild_of Domain

AND OR

-4

OpenERP

113

-5

OpenERP Bug 5.06 Bug XML

Tab XML Admin TAB Extra Info write read class res_partner(osv.osv): _description=Partner _name = res.partner _order = name _columns = { name: fields.char(Name, size=128, required=True, select=True, write=['base.group_admin'], read=['base.group_admin'] ), } res_partner()

OpenERP

114

OpenERP(Group)

OpenERP Security Grant Access To Menus Access Controls Access Controls List Access Controls Grid Grant Access To MenusAccess Controls ListAccess Controls Grid

OpenERP security xxx_security.xmlir.model.access.csv_security.xml ir.model.access.csv product product\security product_security.xml Product / Manager res_groupsmodel="res.groups" res.groups res_groups name Product / Managerid="group_product_manager"

Product / Manager product\security ir.model.access.csv

"id","name","model_id:id","group_id:id","perm_read","perm_write","perm_create","perm_unlink" "access_product_product_user","product.product.user","model_product_product","base.group_user",1,0,0,0 "access_product_product_manager","product.product manager","model_product_product","product.group_product_manager",1,1,1,1 base.group_userproduct.group_product_manager model_product_product Product.group_product_manager product id=group_product_manager Product / ManagerProduct / Managerbase.group_user base

sale sale_security.xml ir_ui_menu id=group_sale_manager id=menu_shop_configuration id=menu_shop_configuration sale sale_view.xml (Configuration)

OpenERP

115

Employeebase

Administrator / Access Rightsbase Administration/Users Administration/Security

Administrator / Configurationbase dministration/CustomizationAdministration/TranslationsAdministration/Modules Management

Useability / No Onebase user

No One

Useability / Extended View

Partner Manager Employee Partner Manager

Product / Manager product Products/Configuration Employee Product / Manager

Finance / Accountant Finance / Invoice

Financial Management/Invoices Finance / Manager Sale / Manager Sales Management/Configuration Sale / Salesman

Domain

Domain

(res.partner)

ActionAction Domain

Action Action Action Action Domain

[(supplier, ,default_customer)]

OpenERP

116

[(supplier, ,0)]

-6 Action Domain

-7

domain Domain Domain search Domain obj = self.pool.get('res.partner') ids = obj.search(cr, uid, [('user_id','=',uid)]) search

Domain

[(, ,)] [('active', '=', True)]

OpenERP

117

[('id', 'in', [7, 13, 42, 666])] [('active', '=', True)] SQL where active = true [('id', 'in', [7, 13, 42, 666])] SQL where id in (7, 13, 42, 666) Domain =, , =, in, child_of contextcontext Action Domain [('field', '=', 'value'), ('field', '', 42)] ( field = 'value' AND field 42 ) AND. [('&', ('field', '', 'value'))] ( field < 'value' AND field > 'value' ) [('|', ('field', '=', 'value'), ('field', '=', 'value'))] ( field = 'value' OR field = 'value' ) [('&', ('field1', '=', 'value'), ('field2', '=', 'value'), ('|', ('field3', '', 'value'), ('field4', '=', 'value')))] ( field1 = 'value' AND field2 = 'value' AND ( field3 'value' OR field4 = 'value' ) ) [('&', ('|', ('a', '=', 1), ('b', '=', 2)), ('|', ('c', '=', 3), ('d', '=', 4)))] ( ( a = 1 OR b = 2 ) AND ( c = 3 OR d = 4 ) ) [('|', (('a', '=', 1), ('b', '=', 2)), (('c', '=', 3), ('d', '=', 4)))] ( ( a = 1 AND b = 2 ) OR ( c = 3 AND d = 4 ) )

OpenERP

118

OpenERP

OpenERP OpenERP OpenERP

20%

openERP

Open ERP

1New Employee

2

OpenERP

119

3

4

OpenERP

120

Chinese(CN)()

1

2

OpenERP

121

3

--/-Chinese(CN)CSVPO+

OpenERP

122

/ zh_CNCSV PO

1 Chinese(CN)/+

2 .PO .CSV utf-8 gb2312 EmEditor, PO msgid msgstr # Translation of OpenERP Server. # This file contains the translation of the following modules: # * account # msgid "" msgstr "" "Project-Id-Version: OpenERP Server 5.0.1\n" "Report-Msgid-Bugs-To: [email protected]\n" "POT-Creation-Date: 2009-08-06 15:12:04+0000\n"

OpenERP

123

"PO-Revision-Date: 2009-08-06 15:12:04+0000\n" "Last-Translator: \n" "Language-Team: \n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" "Content-Transfer-Encoding: \n" "Plural-Forms: \n" #. module: account #: field:account.tax.template,description:0 msgid "Internal Name" msgstr "" #. module: account #: view:account.tax.code:0 msgid "Account Tax Code" msgstr "" #. module: account #: model:ir.actions.act_window,name:account.action_invoice_tree9 msgid "Unpaid Supplier Invoices" msgstr "" #. module: account #: model:ir.ui.menu,name:account.menu_action_invoice_tree9 msgid "Unpaid Supplier Invoices" msgstr "" CSV module,type,name,res_id,src,value account,wizard_field,"account.general.ledger.report,checktype,date_from",0, Start date, account,wizard_field,"ac count.partner.balance.report,init,date1",0, Start date, account,wizard_field,"account.third_party_ledger.report,init,date1",0, Start date, account,wizard_field,"account.third_party_ledger.report,init,reconcil",0, Include Reconciled Entries, account,wizard_view,"account.fiscalyear.close.state,init",0, Close states of Fiscal year and periods, account,field,"wizard.multi.charts.accounts,code_digits",0,# of Digits, 3

OpenERP

124

OpenERP

OpenERP i18n zh_CN.po zh_TW.po PO ir_translationir_translation

langzh_CN

OpenERP

125

src value name, type, res_id

type=codename res_id OpenERP lang= and type=code and name= and src= value value 4 Product quantity _('Product quantity') type=fieldName res_id 5 name=ir_values,meta_unpickle ir_valuesmeta_unpickle

type=modelname res_id id name= ir.ui.menu,name res_id=58 ir.ui.menu id=58

type=viewname res_id 3 res.lang %y - Year without century as a decimal number [00,99].

OpenERP ir_translation value

OpenERP

126

OpenERP

R1 R2 R3 R4 R5 R6 Mail

OpenERP

OpenERP

qingjia OpenERP addons Update Modules List qingjia

qingjia / department manager yg01 123 1 1 yg02 123 2 2 jl01 123 1 department manager jl02 123 2 department manager

OpenERP

127

Bug

-1 __init__.py Python __init__.py OpenERP __terp__.py OpenERP OpenERP qingjd.py qingjia_view.xml Action qingjd_workflow.xml qingjia_data.xml

qingjia_demo.xml security (group)

Object report process Enterprise Process __init__.py __terp__.py __terp__.py "name": "Employee Leave Example", "author": "NewZN", "version": "0.1", "depends": ["base", "process", "hr"], "description": """OpenERP """, "init_xml": [], "update_xml": [ 'security/qingjia_security.xml', 'security/ir.model.access.csv', 'qingjia_view.xml', 'qingjd_workflow.xml', 'report/rpt_qingjd.xml',

OpenERP

128

'qingjia_data.xml', ], "demo_xml": [], "installable": True, name depends

base process hr description init_xml Server init=module XML +

update_xml XML

demo_xml installable True

OpenERP

OpenERP Python XML Action

# -*- encoding: utf-8 -*- from osv import osv, fields class qingjia_qingjd(osv.osv): _name = 'qingjia.qingjd' _description = '' def get_employee(self, cr, uid, context={}): obj = self.pool.get('hr.employee') ids = obj.search(cr, uid, [('user_id','=',uid)]) res = obj.read(cr, uid, ids, ['id','name'], context) return res and res[0]['id'] or 0 _columns = { 'shenqr': fields.many2one('hr.employee', '', required=True), 'tians': fields.float('', required=True), 'kaisrq': fields.date('', required=True), 'shiyou': fields.text(''), 'active': fields.boolean(''), 'state': fields.selection([('draft',' '),('wait_prove',' '),('proved',' '),('rejected',' ')], ' ', required=True) } _defaults = { 'shenqr': lambda self,cr,uid,context: self.get_employee(cr,uid,context), 'active': lambda *a: 1,

OpenERP

129

'state': lambda *a: 'draft', } qingjia_qingjd() 1) # -*- encoding: utf-8 -*- utf-8

utf-8 gb2312

2) x_ 3) hr.employee many2one

employee res.users employee employee get_employee

4) Active OpenERP Active FalseOpenERP

5) State draft'state': lambda *a: 'draft'lambda Python 'state': lambda *a: 'draft'

def xfun(self, cr, uid, context): return draft state=self.xfun( cr, uid, context) 6) qingjia_qingjd()

self.pool.get('qingjia.qingjd')

7) _name _columns _table _description _defaults _order _rec_name name _auto _constraints _sql_constraints _inherit _inherits

8) OpenERP

char, text boolean, integer, float date, time, datetime binary

selection, function, related

OpenERP

130

one2one one2many many2one many2many

qingjia_view.xml

qingjia.qingjd [('state','=','wait_prove'),('shenqr.parent_id.user_id','=',uid)] 1) OpenERP XML Value

model id id .id modulename.idfield name=Value ir_actions_act_window (name= , ren_model=qingjia.qingjd, domain=) 2) Action Domain [('state','=','wait_prove'),('shenqr.parent_id.user_id','=',uid)]

Action (shenqr.parent_id.user_id)(uid)

3) menuitem action="action_qingjia_qingjdprove" Action 4) Action Action tree, form, calendar, graph, gantt, process

Web tree form Action Action res_model

tree

Action stock.action_picking_tree6 Actionaction_picking_tree6 stock.vpicktree vpicktreeview_mode tree, form, calendar, graph, gantt, processSequence tree

OpenERP

131

qingjd_workflow.xml role_depmanager security/qingjia_security.xml ref qingjia_data.xml

report

security/ir.model.access.csv "id","name","model_id:id","group_id:id","perm_read","perm_write","perm_create","perm_unlink" "access_qingjia_qingjd_depman","qingjia_qingjd_depman","model_qingjia_qingjd","qingjia.group_depmanager",1,1,1,1 id name model model_modulename_objectname model_qingjia_qingjd qingjia.group_depmanager qingjia group_depmanager group_depmanager qingjia / department manager security/qingjia_security.xml security/qingjia_security.xml

(Server Action)

Server Actions Server Action Mail CRM (Server Action) Mail

Server Action

Action Server Action Server Action Server Action Email Server Action Action Name Object Action Action Action TypeServer Action OpenERP Server Action Email

Sequence Server Action Action Condition Action

Server Action Email Server Action

Email Address Mail [email protected]

OpenERP

132

Mailobject.shenqr.parent_id.work_email[[ ]]

Subject[[ ]] MessageMail [[ ]]Mail

(object.shenqr.parent_id.name)

-2

OpenERP Mail

OpenERP Mail smtp_port = 25 smtp_server = 202.120.88.78 smtp_user = [email protected] smtp_password = yyy email_from = [email protected]

smtp_port 25 SMTP smtp_server Mail Mail IP nslookup

cc.ecnu.edu.cn Mail

OpenERP

133

smtp_user mail Mail smtp_password Mail OpenERP Mail Mail email_from Mail From Mail smtp_user

Mail

OpenERP ( Windows 5.06 All In One )Bug OpenERP Server library.zip email\mime Tiny Winrar library.zip email OpenERP Web\python25\Lib email library.zipWeb\python25\Lib email mime WinRAR library.zip library.zip OpenERP Server

OpenERP EmailSubject MailServer\addons\base\ir\ir_actions.py ( 5.06) Line 484: return str(result) return tools.ustr(result) Line 549: str(action.subject) tools.ustr(action.subject) Line 550: str(action. message) tools.ustr(action. message)

str utf-8 ustr Server 1 mailWork Email Mail Activity wait_prove Activity Server Action Mail

-3

[root@localhost site-packages]# nslookup -q=mx cc.ecnu.edu.cn Server: 202.121.80.10 Address: 202.121.80.10#53 Non-authoritative answer: cc.ecnu.edu.cn mail exchanger = 10 webmail.ecnu.edu.cn. cc.ecnu.edu.cn mail exchanger = 5 mailscan.ecnu.edu.cn. Authoritative answers can be found from: cc.ecnu.edu.cn nameserver = liwa.ecnu.edu.cn. mailscan.ecnu.edu.cn internet address = 202.120.88.73 webmail.ecnu.edu.cn internet address = 202.120.88.78

OpenERP

134

Activity: wait_prove Server Action Mail Action Mail

1 (yg01) Mail

-4

INFO:email:Email successfully send to : [email protected] ERROR:email:[11]: Last revision No. & ID : Failed to send email to : [email protected]

Server Action

1. Dummy: A dummy stage does nothing. (God knows why its there..) 2. Client Action: You Can select a form to Open, a wizard to run or a report to launch. Select the report from the list. 3. Iteration: Based on a python loop expression, you can iterate server actions, eg: When a stock inward move occurs and you confirm it, you want each line item to be historised.. you can loop on expression object.move_lines and create another server action which is referred to do the historising job. 4. Python Code: you can execute a multiline python code. the returned value is the value of the variable action = {}. This makes sense only if you want to pop a specific window(form) specific to the context. IMHO you wont need a return value. Note: The code is executed using the exec function of python, which is run in the dictionary namespace with variables: object,time,cr,uid,ids 5. Trigger: Any transition of the workflow can be triggered using this. The options you need to set are. Workflow Model: The target object on which you want to trigger the workflow. 'Trigger on' field should have the ID of the target model record. Eg have the ID of invoice if you want to trigger a change in invoice. 'Trigger Name' is the signal you have to use to initiate the transition. The drop down lists all possible triggers. Note:Trigger Name list shows all possible transitions from ther models also, so ensure you select the right trigger. Models are given in bracket. 6. Email: Set an email address, Subject & message. You need to configure the Open ERP builting smtpserver for this. Power email, a generic email architecture for Open ERP can be used for emailing as it offers a lot more features and automated emails (no messing with server actions required). Its available at: http://launchpad.net/poweremail and downloads at http://launchpad.net/poweremail/+download 7. SMS: Choose mobile no. eg: [[ object.shipping_address.mobile ]] and the subject. 8. Create Object: This is used to create a new record in any model, when the server action is triggered. The historise feature discussed can be implemented using this. Field mappings are used to give value for fields in record. Lets try an example of creating events for sale order.

OpenERP

135

1. Destination: Target field for which you are assigning value: eg. partner_id 2. Type: Formula is evaluated using eval and value is directly applied 3. Value/formula: if value just enter it. For partner id the formula willl be object.partner_id (refers to partner_id in sale order). Refer to screen shots for more, note that step two has to be completed for actions to run. These screenshots are here only to help understanding. Also note that there is no need of [[]] in formulas. fromulas are directly evaluated. 4. Create id: you can choose the field to which the ID of the newly created record has to be saved. In history this is not necessary, however if you have a m2o relationship and want to keep the ID then this is useful 9. Write Object: Similar to create object except that it is used to modify an existing record identified by the write_id. If you are updating a record you previously created in the create, then the same field for create id can be used for write id.

10. Multi actions: as explained in the context of sequence, you can create multiple server actions and call them one by one in the order of their seque

openerp 应用和开发基础 0.2 版） -...

Documents