Project Extension Module

Summary

This custom module that enhances Odoo's Project Management capabilities by adding custom fields, improving project forms, and providing dynamic behavior for project attributes. It also extends the Project List View with additional details and introduces custom filters for more efficient data retrieval. The module aims to streamline project management for different industries and improve visibility of key project metrics.

Overview

• Server: AWS Ubuntu instance
• Odoo Version: Odoo 18 Community Edition
• Module: project_extension (Enhancements for Project Management)

Prerequisites

Ensure you have the following before proceeding:

• A working server or instance with minimum 10 GB (for a basic installation without large data storage).
• SSH access the server or instance.
• project_extension.zip file (or GitHub repository link https://github.com/MuhammadSaleh96/custom_addons.git) module.
• Visual Studio Code or PyCharm for your development workspace.

Features Overview

Project Form View Enhancements

• New fields added:
  • project_type
  • industry_type
  • client_priority
  • expected_revenue
  • contract_signed
• Dynamic behavior using Python to update fields based on user input.

Project List View Modifications

• Displays additional fields for better visibility:
  • project_type
  • industry_type
  • client_priority
  • expected_revenue
  • contract_signed

Custom Filters for Data Retrieval

• High-Priority Projects: Filters projects where client_priority = High.
• Active Contracts: Filters projects where contract_signed = True.
• Government Projects: Filters projects where project_type = Government.
• Revenue Above 100,000: Filters projects where expected_revenue > 100,000.

Installation Guide

Step 1: Logging in to Your Server

If your server requires a PEM key for authentication, use the following command:

ssh -i /path/to/your/key.pem username@server_ip_address

• /path/to/your/key.pem: Replace with the full path to your PEM key file.
• username: Replace with your server's username.
• server_ip_address: Replace with your server’s IP address.

Step 2: Update the Server

sudo apt-get update && sudo apt-get upgrade -y

Step 3: Secure the Server

sudo apt-get install -y openssh-server fail2ban
sudo systemctl start fail2ban
sudo systemctl enable fail2ban
sudo systemctl status fail2ban

Step 4: Install Packages and Libraries

sudo apt-get install -y python3-pip python3-dev libxml2-dev libxslt1-dev zlib1g-dev \
    libsasl2-dev libldap2-dev build-essential libssl-dev libffi-dev libmysqlclient-dev \
    libjpeg-dev libpq-dev libjpeg8-dev liblcms2-dev libblas-dev libatlas-base-dev npm

Create a symlink for Node.js:

sudo ln -s /usr/bin/nodejs /usr/bin/node

Install required Node.js packages:

sudo npm install -g less less-plugin-clean-css
sudo apt-get install -y node-less

Step 5: Set Up PostgreSQL

sudo apt-get install -y postgresql
sudo su - postgres -c "createuser --createdb --username postgres --no-createrole --superuser --pwprompt odoo"
exit

Step 6: Create Odoo System User

sudo adduser --system --home=/opt/odoo --group odoo

Step 7: Get Odoo 18 Community Edition

sudo apt-get install -y git
sudo su - odoo -s /bin/bash
cd /opt/odoo
git clone https://www.github.com/odoo/odoo --depth 1 --branch 18.0 --single-branch .
exit

Step 8: Install Python Dependencies

sudo apt install -y python3-venv
sudo python3 -m venv /opt/odoo/venv
source /opt/odoo/venv/bin/activate
pip install -r /opt/odoo/requirements.txt

Install wkhtmltopdf:

sudo wget https://github.com/wkhtmltopdf/wkhtmltopdf/releases/download/0.12.5/wkhtmltox_0.12.5-1.bionic_amd64.deb
sudo dpkg -i wkhtmltox_0.12.5-1.bionic_amd64.deb
sudo apt install -f

Step 9: Configure Odoo 18

sudo cp /opt/odoo/debian/odoo.conf /etc/odoo.conf
sudo nano /etc/odoo.conf

Modify the file with the following settings:

[options]
admin_passwd = admin
db_host = localhost
db_port = 5432
db_user = odoo18
db_password = 123456
addons_path = /opt/odoo/addons
logfile = /var/log/odoo/odoo.log

Set permissions (optional):

sudo chown odoo: /etc/odoo.conf
sudo chmod 640 /etc/odoo.conf

Step 10: Create Odoo Service

sudo nano /etc/systemd/system/odoo.service

Add the following content:

[Unit]
Description=Odoo18
Documentation=http://www.odoo.com

[Service]
Type=simple
User=odoo
ExecStart=/opt/odoo/venv/bin/python3 /opt/odoo/odoo-bin -c /etc/odoo.conf

[Install]
WantedBy=default.target

Set permissions and start the service:

sudo chmod 755 /etc/systemd/system/odoo.service
sudo chown root: /etc/systemd/system/odoo.service
sudo systemctl start odoo.service
sudo systemctl enable odoo.service

Access Odoo in your browser:

http://<your_domain_or_IP_address>:8069

Step 11: Add Project Extention Module

Connect to your server or instance:

ssh -i your-key.pem ubuntu@your-ec2-public-ip

Navigate to your Odoo addons directory:

cd /opt/odoo/custom_addons

Clone the repository:

git clone https://github.com/MuhammadSaleh96/custom_addons.git

restart odoo service:

sudo service odoo18 restart

---

Testing Module Instructions

1. Use an Existing Custom Module or This Repository:

   • You can either use your own custom module or clone this repository and proceed with the setup.

2. Start Odoo: Ensure Odoo is running:

   sudo systemctl start odoo.service

3. Log in to Odoo:

   • Open a browser and navigate to http://<your_domain_or_IP_address>:8069
   • Use the configured admin username and password.

4. Activate Developer Mode & Activate/Install Modules:

   • Navigate to Settings > General Settings
   • Scroll down to the bottom under Developer Tools > Enable Developer Mode
   • Go to Home Menu on the Top-left corner Icon then click on Apps > Update List Apps
   • Click the Update button (note: this will let you see the custom project extention module in modules list panel)
   • Go to Home Menu on the Top-left corner Icon
   • Select Apps then type Project or project in the search bar (note: the module has a tic symbol icon)
   • Click on the Activate button to install and load project management module in odoo
   • Now search for Project Extension or project extension in search bar, make sure to clear the filter
   • Click on the Activate button to install and load the custom project extension module

5. New Project Extension Form

   • Go to Home Menu on the Top-left corner Icon
   • Select Project from the drop-down menu
   • Click on New button to create a new project
   • Fill in the custom fields
   • Check the dynamic fields behavior
     
   • Click on Create Project
   • Click on Projects on the top menu bar
   • Verify that the project list view displays the new fields under two icon buttons in the image below
     

6. Editing Existing Project Extension Form

   • Go to Project under Home Menu on the Top-left corner Icon
   • Click on the List View Icon and choose any of the existing projects
     
   • Edit in the custom fields
   • Check the dynamic fields behavior
     
   • Save the project after editing the required fields by clicking on the icon shown in the image below
     

7. Custom Filters Project Extension

   • Go to Project under Home Menu on the Top-left corner Icon
   • Click on the arrow icon in the search bar and verify custom filters are retriving projects accordantly

8. Troubleshooting

   • Check the Odoo logs using the terminal:

     tail -f /var/log/odoo/odoo.log

Conclusion

The project_extension module enhances Odoo’s Project Management capabilities by adding necessary fields, improving the user interface, and enabling advanced filtering options