Understanding rec_name in Odoo | How to Customize rec_name in Odoo

Abid Patel
25-Sep-2024 Updated : 25-Sep-2024

Understanding rec_name in Odoo: Learn how to customize rec_name in Odoo to improve record display and user experience. Step-by-step guide on overriding the name_get method for better data representation.

Understanding rec_name in Odoo | How to Customize rec_name in Odoo

Odoo, the widely used open-source ERP platform, offers various customization options to streamline business operations. One important aspect of Odoo’s data model is the rec_name field. This guide will provide a detailed overview of rec_name, its significance, and how to customize it effectively in your Odoo modules.

What is rec_name?

The rec_name attribute in Odoo defines the default display name for records of a model. When you create a record in Odoo, this name is what appears in dropdown lists, search results, and other areas where the record is referenced. By default, Odoo uses the name field if it exists, but you can customize rec_name to enhance clarity and user experience.

Why is rec_name Important?

  • ▹ User Interface Clarity: A well-defined rec_name improves the usability of your application, making it easier for users to identify records.
  • ▹ Data Representation: It allows you to present records in a more meaningful way, particularly when the default name does not convey sufficient information.
  • ▹ Consistency Across Views: By customizing rec_name, you ensure consistent naming across various views and reports in Odoo.

How to Customize rec_name in Odoo

To customize the rec_name, you need to override the name_get method in your model. Let’s walk through the steps to set up a custom rec_name.

1. Define Your Model

Assume you are creating a custom model for storing customer data. Here’s a simple example:

python

from odoo import models, fields

class ResPartner(models.Model):
    _inherit = 'res.partner'

    first_name = fields.Char(string="First Name")
    last_name = fields.Char(string="Last Name")
    

2. Override the name_get Method

The name_get method is responsible for returning the display name of records. You can customize this method to concatenate fields such as first_name and last_name.

python

def name_get(self):
    result = []
    for record in self:
        name = f"{record.first_name} {record.last_name}" if record.first_name and record.last_name else record.name
        result.append((record.id, name))
    return result
    

3. Explanation of the Code

  • ▹ Loop Through Records: The method loops through each record in the model.
  • ▹ Custom Name Logic: For each record, it checks if both first_name and last_name are present. If they are, it concatenates them; otherwise, it falls back to the default name
  • ▹ Return Format: The method returns a list of tuples where the first element is the record ID and the second is the display name.

4. Testing the Custom rec_name

After implementing the custom rec_name, you need to test it in the Odoo interface. Create or update a partner record, and check whether the name displayed in search and selection fields reflects your changes.

Best Practices for Using rec_name

  • ▹ Keep It Simple: Ensure that the display name is clear and concise for better user experience.
  • ▹ Consider Context: Tailor the rec_name based on where it will be displayed. For instance, a more detailed name might be beneficial in reports but unnecessary in dropdown lists.
  • ▹ Avoid Redundancy: Avoid including redundant information that is already clear from other fields to keep the display name streamlined.

Conclusion

The rec_name attribute in Odoo is essential for providing clarity and enhancing the user experience. By customizing the rec_name using the name_get method, you can ensure that your records are displayed in a meaningful way. This guide has equipped you with the knowledge to effectively implement and test rec_name in your Odoo applications. Happy coding!

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