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Fabien Pinckaers
3560c1510e Update cheat_sheet.rst
claraification
2025-10-31 09:58:48 +01:00
7 changed files with 67 additions and 107 deletions

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@@ -10,41 +10,30 @@ countries, currencies and payment methods in Latin America.
Configuration on Mercado Pago Dashboard
=======================================
#. Log into the `Mercado Pago Dashboard <https://www.mercadopago.com.mx/developers/panel>`_.
#. Select your application or create a new one either for the `Checkout Pro <https://www.
mercadopago.com.mx/developers/en/docs/checkout-pro/overview>`_ or `Checkout Bricks
<https://www.mercadopago.com.mx/developers/en/docs/checkout-bricks/overview>`_ solutions.
#. Select :guilabel:`Production Credentials` in the left part of the application page,
then select the industry, optionally enter your domain, and click :guilabel:`Generate
production credentials`
#. Log into the `Mercado Pago Dashboard <https://www.mercadopago.com.mx/developers/panel>`_
and select your application or create a new one.
#. Select :guilabel:`Credenciales de producción` in the left part of the application page, then
select the industry, optionally enter your domain, and click :guilabel:`Activar credenciales
de producción`.
#. Copy the :guilabel:`Access token` and save it for later.
.. tip::
If you are trying Mercado Pago as a test, follow the `Test accounts <https://www.mercadopago
.com.ar/developers/es/docs/your-integrations/test/accounts>`_ documentation to be able to
generate seller and buyer testing accounts.
If you are trying Mercado Pago as a test, select :guilabel:`Credienciales de prueba` in the left
part of the application page, then copy the test :guilabel:`Access token`.
.. image::mercado_pago/mp-production-credentials.png
:align: center
:alt: Production credentials in Mercado Pago Dashboard
.. image:: mercado_pago/mp-credentials.png
:alt: Production and testing credentials in Mercado Pago.
.. _payment_providers/mercado_pago/configure_odoo:
Configuration on Odoo
=====================
#. :ref:`Navigate to the payment provider Mercado Pago <payment_providers/add_new>`.
#. In the :guilabel:`Credentials` tab, enter the country where you will be using Mercado Pago.
#. Click on the :guilabel:`Connect` button.
#. Follow the OAuth connection steps in the Mercado Pago portal.
Odoo will automatically :guilabel:`Enable` the payment provider and assign the generated
:guilabel:`Access Token`.
In the :guilabel:`Configuration` tab, click on the :ref:`Enable Payment Methods
<payment_providers/payment_methods>` button to activate preferred methods for the database.
- :guilabel:`Card:` Enables the embedded payment card brick.
- :guilabel:`Mercado Pago Wallet:` Enables the redirect payment portal.
Mercado Pago does support :ref:`Tokenization <payment_providers/tokenization>` features.
#. :ref:`Navigate to the payment provider Mercado Pago <payment_providers/add_new>` and change its
state to :guilabel:`Enabled`.
#. In the :guilabel:`Credentials` tab, fill in the :guilabel:`Access Token` with the value you saved
at the :ref:`payment_providers/mercado_pago/configure_dashboard` step.
#. Configure the rest of the options to your liking.
.. seealso::
- :doc:`../payment_providers`

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@@ -192,9 +192,8 @@ Inventory vs Accounting
Accounting Methods
==================
There are two accounting practices on how to maintain your accounts, defined in
:menuselection:`Accounting app --> Configuration --> Settings`, under the
:guilabel:`Inventory Valuation` section:
There are two accounting practices on how to maintain your accounts, defined in the Settings
of the Accounting app, section Inventory Valuation:
**Periodic:** Post vendor bills as expenses by nature, and update stock valuation in the closing
entry by reducing expenses (stock variation). This is the best practice in Europe.

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@@ -276,33 +276,6 @@ Upon signing the document, the signer completes the :guilabel:`Signature` field
clicking on :guilabel:`Validate & Send Completed Document`, triggering a
:guilabel:`Final verification` page where authentication via itsme® is required.
.. _sign/Aadhaar:
Aadhaar eSign
~~~~~~~~~~~~~
Aadhaar eSign allows signers in India to digitally sign documents using their Aadhaar number and
:abbr:`OTP (One Time Password)` verification. This provides a secure and legally valid way to
complete signatures directly within Odoo Sign.
To enable Aadhar eSign, go to :menuselection:`Sign --> Configuration --> Settings` and enable
:guilabel:`Sign with Aadhar eSign`.
To request signer authentication through Aadhaar eSign:
- Upload or edit an existing PDF.
- On the left panel, click the :icon:`fa-ellipsis-vertical` :guilabel:`(vertical ellipsis)` icon
next to the signer that should authenticate with Aadhaar eSign and click
:icon:`fa-pencil-square-o` :guilabel:`Edit`.
- In the pop-up, select :guilabel:`Via Aadhaar eSign` under :guilabel:`Authentication` and
click :guilabel:`Save`.
Upon signing the document, an extra :guilabel:`Final verification` page will be displayed
where authentication via Aadhaar is required.
.. note::
The digital certification from eMudhra is available in the downloaded document.
Signatory hash
==============

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@@ -27,7 +27,8 @@ follows:
#. Indicate that you sell products online, and enter :guilabel:`Your store's website`.
#. Click :guilabel:`Continue`, then click :guilabel:`Continue to Merchant Center`.
#. Enter your business details by adding the :guilabel:`Business name` and the
:guilabel:`Registered country`, then click the :guilabel:`Continue to Merchant Center` button.
:guilabel:`Registered country`, then click the :guilabel:`Continue to Merchant Center` button
twice.
#. Add the relevant information and click :guilabel:`Continue`, or click :guilabel:`Do it later`
to skip this step for now.
#. Go to the :guilabel:`Business info` tab in the left menu, and click :guilabel:`Confirm online
@@ -50,37 +51,27 @@ follows:
.. seealso::
`Google Merchant Center Help <https://support.google.com/merchants/answer/12564959?hl=en>`_
.. _ecommerce/google_merchant_center/linking-odoo-to-gmc:
Linking Odoo to GMC
===================
.. important::
To use the :abbr:`GMC (Google Merchant Center)` integration in your Odoo database, at least
one :ref:`pricelist <ecommerce/prices/pricelists>` must be assigned to the website.
To activate the :abbr:`GMC (Google Merchant Center)` integration in your Odoo database, at least
one :ref:`pricelist <ecommerce/prices/pricelists>` must be assigned to your website.
#. Navigate to :menuselection:`Website --> Configuration --> Settings`, scroll to the
:guilabel:`Tracking & SEO` section, and enable :guilabel:`Google Merchant Center`, and
:guilabel:`Save`.
:guilabel:`SEO - Search Engine Optimization` section, and enable
:guilabel:`Google Merchant Center Data Source`.
#. Click the :guilabel:`Copy file link`, then :guilabel:`Save`.
.. note::
By enabling the :guilabel:`Google Merchant Center` option, your website will
By enabling the :guilabel:`Google Merchant Center Data Source` option, your website will
generate a dynamic `/gmc.xml` feed containing essential product information and availability.
This feed can be :ref:`customized <ecommerce/GMC/localized-feed>` to include multiple
languages and pricelists, ensuring your products are displayed correctly for different regions
and audiences.
#. Click :guilabel:`Manage feeds`.
#. In the :guilabel:`Product Feeds` pop-up window, select a :ref:`pricelist
<ecommerce/prices/pricelists>`, a :ref:`language <language/add>` and :ref:`categories
<ecommerce/catalog/categories>`, and :guilabel:`Save`.
.. note::
You must first enable the corresponding :doc:`language </applications/general/users/language>`
in the website's settings and/or create a :ref:`pricelist <ecommerce/prices/pricelists>`
in the foreign currency with the :ref:`Selectable <ecommerce/prices/selectable-pricelists>`
option enabled.
#. Once done, click :guilabel:`Copy URL` on the corresponding feed.
#. Go to the :abbr:`GMC (Google Merchant Center)` dashboard, navigate to the
:menuselection:`Products & store --> Products` tab in the left menu, and click :guilabel:`Add
:menuselection:`Your business --> Products` tab in the left menu, and click :guilabel:`Add
products`.
#. Choose :guilabel:`Add products from a file` and paste the URL of the copied file.
@@ -89,20 +80,37 @@ Linking Odoo to GMC
able to proceed without selecting at least one target country. If necessary, enter
a :guilabel:`feed label` as well.
.. image:: google_merchant_center/gmc-feed-creation.png
:alt: Select countries, purpose and feed label in GMC.
.. image:: google_merchant_center/gmc-select-countries.png
:alt: Select countries in GMC.
#. Click :guilabel:`Continue`.
.. tip::
- Create as many feeds as needed, and on the :abbr:`GMC (Google Merchant Center)` dashboard,
create several :guilabel:`Product sources`. To do so, expand the :icon:`fa-caret-down`
:guilabel:`Products & store` menu, go to :guilabel:`Products`, click the :icon:`fa-caret-down`
:guilabel:`Add products` dropdown menu, and select :guilabel:`Add another product source`.
- To manually change the currency of the feed, go to the :guilabel:`Products` tab in :abbr:`GMC
(Google Merchant Center)`, click :guilabel:`Manage product sources`, and choose a
:guilabel:`Products source`. Navigate to the :guilabel:`Data source setup` tab, click
:guilabel:`Show advanced options`, and choose a :guilabel:`Currency`.
.. _ecommerce/GMC/localized-feed:
Localized feeds
===============
Languages/regions
-----------------
It is helpful to create language-specific feeds for each country/language you sell in. To add a
new feed, go to :guilabel:`Products` on the :abbr:`GMC` dashboard, click :guilabel:`Add products`,
and select :guilabel:`Add another product source` from the dropdown menu.
.. note::
The selected :doc:`language </applications/general/users/language>` must first be enabled in
your website's settings.
Currencies
----------
It is also possible to create different feeds for different currencies, which allows customers
to view prices in their local currency. To enable this feature, create a :ref:`pricelist
<ecommerce/prices/pricelists>` with the foreign currency in Odoo. Then, go to the
:guilabel:`Products` tab in :abbr:`GMC`, click :guilabel:`Manage
product sources`, and choose a :guilabel:`Products source`. Navigate to the
:guilabel:`Data source setup` tab, click :guilabel:`Show advanced options`, and choose a
:guilabel:`Currency`.
.. seealso::
`Google Merchant Center Product Feed Specifications <https://support.google.com/merchants/answer/7052112>`_.

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@@ -1227,20 +1227,18 @@ When using :attr:`~odoo.models.Model._inherit` but leaving out
:attr:`~odoo.models.Model._name`, the new model replaces the existing one,
essentially extending it in-place. This is useful to add new fields or methods
to existing models (created in other modules), or to customize or reconfigure
them (e.g. to change their default sort order)
.. code-block:: python
them (e.g. to change their default sort order)::
class Extension0(models.Model):
_name = 'extension.0'
_description = 'Extension zero'
_name = 'extension.0'
_description = 'Extension zero'
name = fields.Char(default="A")
name = fields.Char(default="A")
class Extension0(models.Model):
_inherit = 'extension.0'
_inherit = ['extension.0']
description = fields.Char(default="Extended")
description = fields.Char(default="Extended")
.. code-block:: python3
@@ -1251,9 +1249,6 @@ will yield::
{'name': "A", 'description': "Extended"}
.. warning:: When :attr:`~odoo.models.Model._inherit` is set to a string,
then :attr:`~odoo.models.Model._name` is set to the same value,
unless `_name` is explicitly set.
.. note::
@@ -1272,9 +1267,7 @@ model.
The main difference is in the meaning. When using Delegation, the model
**has one** instead of **is one**, turning the relationship in a composition
instead of inheritance
.. code-block:: python
instead of inheritance::
class Screen(models.Model):
_name = 'delegation.screen'
@@ -1342,9 +1335,7 @@ In that case, the attributes of the field are taken from the parent class
and overridden by the ones given in subclasses.
For instance, the second class below only adds a tooltip on the field
``state``
.. code-block:: python
``state``::
class FirstFoo(models.Model):
state = fields.Selection([...], required=True)