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150 changes: 145 additions & 5 deletions server_environment/README.rst
Original file line number Diff line number Diff line change
@@ -1,7 +1,3 @@
.. image:: https://odoo-community.org/readme-banner-image
:target: https://odoo-community.org/get-involved?utm_source=readme
:alt: Odoo Community Association

======================================
server configuration environment files
======================================
Expand All @@ -17,7 +13,7 @@ server configuration environment files
.. |badge1| image:: https://img.shields.io/badge/maturity-Production%2FStable-green.png
:target: https://odoo-community.org/page/development-status
:alt: Production/Stable
.. |badge2| image:: https://img.shields.io/badge/license-LGPL--3-blue.png
.. |badge2| image:: https://img.shields.io/badge/licence-LGPL--3-blue.png
:target: http://www.gnu.org/licenses/lgpl-3.0-standalone.html
:alt: License: LGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fserver--env-lightgray.png?logo=github
Expand Down Expand Up @@ -203,6 +199,150 @@ If you want to have a technical name to reference::

[...]

## Restoring columns on uninstall

When `server.env.mixin` is bound to an existing model, the ORM drops the
original stored columns for all env-managed fields. If the binding addon is
later uninstalled, those columns must be recreated so the database remains
usable.

Add an `uninstall_hook` to your addon and delegate to
`restore_env_managed_columns`::

# your_addon/__init__.py
from ./hooks import uninstall_hook
# your_addon/hooks.py
from odoo.addons.server_environment import uninstall

def uninstall_hook(env):
uninstall.restore_env_managed_columns(
env,
"storage.backend",
["directory_path", "other_field"],
)

# your_addon/__manifest__.py
{
...
"uninstall_hook": "uninstall_hook",
}

The helper creates any missing columns (idempotent: safe to call multiple
times) and repopulates them with each record's current effective value —
whether that value came from an environment configuration file or from the
stored default field (`x_<field>_env_default`).

The hook must run *before* the ORM extensions are removed, which is guaranteed
by Odoo's uninstall sequence (hooks execute before `Module.module_uninstall()`).

### Handling required fields

If a restored column is **required** (has a `NOT NULL` constraint) but has no
effective value (missing from environment config and no default field set), the
restoration will fail with a `UserError`.

**Solution:** pass a `field_defaults` dictionary with fallback values:

def uninstall_hook(env):
restore_env_managed_columns(
env,
"ir.mail_server",
["smtp_host", "smtp_authentication"],
field_defaults={
"smtp_authentication": "login", # fallback for required field
},
)

The helper will use the fallback value if provided and the computed field value
is empty. If no fallback is provided but a required field has no value, a
`UserError` is raised with instructions on how to provide a `field_defaults`
parameter.

## Migrating when dropping server_environment dependency

When refactoring an existing addon that embeds a `server.env.mixin` binding, you
may want to extract the binding into a separate *glue* addon and drop the
`server_environment` dependency from the original. This keeps the base addon
lightweight while preserving server-environment features for those who install
the glue addon.

**Pattern:**

- **Original addon (v1)**: depends on `server_environment` and binds the mixin
directly in model code.
- **Refactored addon (v2)**: removes `server_environment` from dependencies,
removes the mixin binding and the related ORM model inheritance.
- **New glue addon** (optional, same version): depends on both `server_environment`
and the original addon v2; re-adds the mixin binding in a separate module file.

**Migration checklist:**

1. In the **original addon's v2 `__manifest__.py`**:
- Remove `"server_environment"` from `depends`.
- Remove the model file(s) that contained the mixin binding.
- Update `depends` to add the new glue addon *if* the base addon still needs it
(otherwise, make the glue addon optional for users who want env-binding).

2. In the **original addon's v2 model code**:
- Delete or simplify the model class that inherited from `server.env.mixin`.
- If the model was only there for the binding, remove it entirely.
- Restore the original field definitions (not as computed fields).

3. **Create a migration script** (if needed) to restore columns *during the addon
upgrade*, before the ORM model extensions are unloaded. Use a `@post_load`
hook or a dedicated migration script:

# migrations/18.0.1.0.0/post-restore-columns.py
def migrate(cr, version):
# Call the restoration logic while the v1 model is still active
env = odoo.api.Environment(cr, odoo.SUPERUSER_ID, {})
# If any field is required and may have no value in the environment,
# provide a fallback via field_defaults
restore_env_managed_columns(
env,
"storage.backend",
["directory_path", "other_field"],
field_defaults={
"directory_path": "/tmp", # fallback for required field
},
)

4. **Create the glue addon** with the model re-inheritance:

# your_addon_env/__init__.py
from . import models

# your_addon_env/models/__init__.py
from . import storage_backend

# your_addon_env/models/storage_backend.py
class StorageBackend(models.Model):
_name = "storage.backend"
_inherit = ["storage.backend", "server.env.mixin"]

@property
def _server_env_fields(self):
return {"directory_path": {}}

# your_addon_env/__manifest__.py
{
"name": "Storage Backend – Server Environment",
"version": "18.0.1.0.0",
"depends": ["server_environment", "storage_backend"],
"installable": True,
}

**Key points:**

- Column restoration must happen *during the addon upgrade* (step 3), not as an
uninstall hook, because the original model binding is still active.
- The `restore_env_managed_columns` helper is idempotent and safe to call even
if columns already exist.
- Users who do not need server environment features simply do *not* install the
glue addon—the base addon continues to work with plain database columns.
- Users who do need server environment can install both the base addon (v2+) and
the glue addon (same version) to get the binding back.

Known issues / Roadmap
======================

Expand Down
1 change: 1 addition & 0 deletions server_environment/__init__.py
Original file line number Diff line number Diff line change
@@ -1,3 +1,4 @@
from . import models
from . import server_env
from .server_env import serv_config, setboolean
from . import uninstall
144 changes: 144 additions & 0 deletions server_environment/readme/USAGE.rst
Original file line number Diff line number Diff line change
Expand Up @@ -22,3 +22,147 @@ If you want to have a technical name to reference::
_inherit = ["storage.backend", "server.env.techname.mixin"]

[...]

## Restoring columns on uninstall

When `server.env.mixin` is bound to an existing model, the ORM drops the
original stored columns for all env-managed fields. If the binding addon is
later uninstalled, those columns must be recreated so the database remains
usable.

Add an `uninstall_hook` to your addon and delegate to
`restore_env_managed_columns`::

# your_addon/__init__.py
from ./hooks import uninstall_hook
# your_addon/hooks.py
from odoo.addons.server_environment import uninstall

def uninstall_hook(env):
uninstall.restore_env_managed_columns(
env,
"storage.backend",
["directory_path", "other_field"],
)

# your_addon/__manifest__.py
{
...
"uninstall_hook": "uninstall_hook",
}

The helper creates any missing columns (idempotent: safe to call multiple
times) and repopulates them with each record's current effective value —
whether that value came from an environment configuration file or from the
stored default field (`x_<field>_env_default`).

The hook must run *before* the ORM extensions are removed, which is guaranteed
by Odoo's uninstall sequence (hooks execute before `Module.module_uninstall()`).

### Handling required fields

If a restored column is **required** (has a `NOT NULL` constraint) but has no
effective value (missing from environment config and no default field set), the
restoration will fail with a `UserError`.

**Solution:** pass a `field_defaults` dictionary with fallback values:

def uninstall_hook(env):
restore_env_managed_columns(
env,
"ir.mail_server",
["smtp_host", "smtp_authentication"],
field_defaults={
"smtp_authentication": "login", # fallback for required field
},
)

The helper will use the fallback value if provided and the computed field value
is empty. If no fallback is provided but a required field has no value, a
`UserError` is raised with instructions on how to provide a `field_defaults`
parameter.

## Migrating when dropping server_environment dependency

When refactoring an existing addon that embeds a `server.env.mixin` binding, you
may want to extract the binding into a separate *glue* addon and drop the
`server_environment` dependency from the original. This keeps the base addon
lightweight while preserving server-environment features for those who install
the glue addon.

**Pattern:**

- **Original addon (v1)**: depends on `server_environment` and binds the mixin
directly in model code.
- **Refactored addon (v2)**: removes `server_environment` from dependencies,
removes the mixin binding and the related ORM model inheritance.
- **New glue addon** (optional, same version): depends on both `server_environment`
and the original addon v2; re-adds the mixin binding in a separate module file.

**Migration checklist:**

1. In the **original addon's v2 `__manifest__.py`**:
- Remove `"server_environment"` from `depends`.
- Remove the model file(s) that contained the mixin binding.
- Update `depends` to add the new glue addon *if* the base addon still needs it
(otherwise, make the glue addon optional for users who want env-binding).

2. In the **original addon's v2 model code**:
- Delete or simplify the model class that inherited from `server.env.mixin`.
- If the model was only there for the binding, remove it entirely.
- Restore the original field definitions (not as computed fields).

3. **Create a migration script** (if needed) to restore columns *during the addon
upgrade*, before the ORM model extensions are unloaded. Use a `@post_load`
hook or a dedicated migration script:

# migrations/18.0.1.0.0/post-restore-columns.py
def migrate(cr, version):
# Call the restoration logic while the v1 model is still active
env = odoo.api.Environment(cr, odoo.SUPERUSER_ID, {})
# If any field is required and may have no value in the environment,
# provide a fallback via field_defaults
restore_env_managed_columns(
env,
"storage.backend",
["directory_path", "other_field"],
field_defaults={
"directory_path": "/tmp", # fallback for required field
},
)

4. **Create the glue addon** with the model re-inheritance:

# your_addon_env/__init__.py
from . import models

# your_addon_env/models/__init__.py
from . import storage_backend

# your_addon_env/models/storage_backend.py
class StorageBackend(models.Model):
_name = "storage.backend"
_inherit = ["storage.backend", "server.env.mixin"]

@property
def _server_env_fields(self):
return {"directory_path": {}}

# your_addon_env/__manifest__.py
{
"name": "Storage Backend – Server Environment",
"version": "18.0.1.0.0",
"depends": ["server_environment", "storage_backend"],
"installable": True,
}

**Key points:**

- Column restoration must happen *during the addon upgrade* (step 3), not as an
uninstall hook, because the original model binding is still active.
- The `restore_env_managed_columns` helper is idempotent and safe to call even
if columns already exist.
- Users who do not need server environment features simply do *not* install the
glue addon—the base addon continues to work with plain database columns.
- Users who do need server environment can install both the base addon (v2+) and
the glue addon (same version) to get the binding back.
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