Custom Fields

albert.collections.custom_fields

BaseCollection

BaseCollection(*, session: AlbertSession)

BaseCollection is the base class for all collection classes.

Parameters:

Name	Type	Description	Default
session	AlbertSession	The Albert API Session instance.	required

Source code in src/albert/collections/base.py

def __init__(self, *, session: AlbertSession):
    self.session = session

session

session = session

CustomField

Bases: BaseResource

A custom field for an entity in Albert.

Returns:

Type	Description
CustomField	A CustomField that can be used to attach Metadata to an entity in Albert.

Attributes:

Name	Type	Description
name	str	The name of the custom field. Cannot contain spaces.
id	str | None	The Albert ID of the custom field.
field_type	FieldType	The type of the custom field. Allowed values are list and string. String fields cannot be searchable and are used to set uncontrolled metadata. List fields can be searchable and are used to set controlled metadata.
display_name	str	The display name of the custom field. Can contain spaces.
searchable	bool | None	Whether the custom field is searchable, optional. Defaults to False.
service	ServiceType	The service type the custom field is associated with.
hidden	bool | None	Whether the custom field is hidden, optional. Defaults to False.
lookup_column	bool | None	Whether the custom field is a lookup column, optional. Defaults to False. Only allowed for inventories.
lookup_row	bool | None	Whether the custom field is a lookup row, optional. Defaults to False. Only allowed for formulas in inventories.
category	FieldCategory | None	The category of the custom field, optional. Defaults to None. Required for list fields. Allowed values are businessDefined and userDefined.
min	int | None	The minimum value of the custom field, optional. Defaults to None.
max	int | None	The maximum value of the custom field, optional. Defaults to None.
entity_categories	list[EntityCategory] | None	The entity categories of the custom field, optional. Defaults to None. Required for lookup row fields. Allowed values are Formulas, RawMaterials, Consumables, Equipment, Property, Batch, and General.
ui_components	list[UIComponent] | None	The UI components available to the custom field, optional. Defaults to None. Allowed values are create and details.

name

name: str

id

id: str | None = Field(default=None, alias='albertId')

field_type

field_type: FieldType = Field(alias='type')

display_name

display_name: str = Field(default=None, alias='labelName')

searchable

searchable: bool | None = Field(
    default=None, alias="search"
)

service

service: ServiceType

hidden

hidden: bool | None = Field(default=None)

lookup_column

lookup_column: bool | None = Field(
    default=None, alias="lkpColumn"
)

lookup_row

lookup_row: bool | None = Field(
    default=None, alias="lkpRow"
)

category

category: FieldCategory | None = Field(default=None)

min

min: int | None = Field(default=None)

max

max: int | None = Field(default=None)

entity_categories

entity_categories: list[EntityCategory] | None = Field(
    default=None, alias="entityCategory"
)

ui_components

ui_components: list[UIComponent] | None = Field(
    default=None, alias="ui_components"
)

required

required: bool | None = Field(default=None)

multiselect

multiselect: bool | None = Field(default=None)

pattern

pattern: str | None = Field(default=None)

default

default: str | None = Field(default=None)

confirm_field_compatability

confirm_field_compatability() -> CustomField

Source code in src/albert/resources/custom_fields.py

@model_validator(mode="after")
def confirm_field_compatability(self) -> "CustomField":
    if self.field_type == FieldType.LIST and self.category is None:
        raise ValueError("Category must be set for list fields")
    return self

ServiceType

Bases: str, Enum

The service type the custom field is associated with

INVENTORIES

INVENTORIES = 'inventories'

LOTS

LOTS = 'lots'

PROJECTS

PROJECTS = 'projects'

TASKS

TASKS = 'tasks'

USERS

USERS = 'users'

PARAMETERS

PARAMETERS = 'parameters'

DATA_COLUMNS

DATA_COLUMNS = 'datacolumns'

DATA_TEMPLATES

DATA_TEMPLATES = 'datatemplates'

PARAMETER_GROUPS

PARAMETER_GROUPS = 'parametergroups'

AlbertSession

AlbertSession(
    *,
    base_url: str,
    token: str | None = None,
    client_credentials: ClientCredentials | None = None,
    retries: int | None = None,
)

Bases: Session

A session that has a base URL, which is prefixed to all request URLs.

Parameters:

Name	Type	Description	Default
base_url	str	The base URL to prefix to all requests. (e.g., "https://sandbox.albertinvent.com")	required
retries	int	The number of retries for failed requests. Defaults to 3.	None
client_credentials	ClientCredentials | None	The client credentials for programmatic authentication. Optional if token is provided.	None
token	str | None	The JWT token for authentication. Optional if client credentials are provided.	None

Source code in src/albert/session.py

def __init__(
    self,
    *,
    base_url: str,
    token: str | None = None,
    client_credentials: ClientCredentials | None = None,
    retries: int | None = None,
):
    super().__init__()
    self.base_url = base_url
    self.headers.update(
        {
            "Content-Type": "application/json",
            "Accept": "application/json",
            "User-Agent": f"albert-SDK V.{albert.__version__}",
        }
    )

    if token is None and client_credentials is None:
        raise ValueError("Either client credentials or token must be specified.")

    self._provided_token = token
    self._token_manager = (
        TokenManager(base_url, client_credentials) if client_credentials is not None else None
    )

    # Set up retry logic
    retries = retries if retries is not None else 3
    retry = Retry(
        total=retries,
        read=retries,
        connect=retries,
        backoff_factor=0.3,
        status_forcelist=(500, 502, 503, 504, 403),
        raise_on_status=False,
    )
    adapter = HTTPAdapter(max_retries=retry)
    self.mount("http://", adapter)
    self.mount("https://", adapter)

base_url

base_url = base_url

request

request(
    method: str, path: str, *args, **kwargs
) -> Response

Source code in src/albert/session.py

def request(self, method: str, path: str, *args, **kwargs) -> requests.Response:
    self.headers["Authorization"] = f"Bearer {self._access_token}"
    full_url = urljoin(self.base_url, path) if not path.startswith("http") else path
    with handle_http_errors():
        response = super().request(method, full_url, *args, **kwargs)
        response.raise_for_status()
        return response

CustomFieldCollection

CustomFieldCollection(*, session: AlbertSession)

Bases: BaseCollection

CustomFieldCollection is a collection class for managing CustomField entities in the Albert platform.

This collection provides methods to create, update, retrieve, and list custom fields. CustomFields allow you to store custom metadata on a Project, InventoryItem, User, BaseTask (Tasks), and Lot.

The FieldType used determines the shape of the metadata field's value. If the FieldType is LIST, then the FieldCategory defines the ACL needed to add new allowed items to the given list:

• FieldCategory.USER_DEFINED: allows general users to add items
• FieldCategory.BUSINESS_DEFINED: only admins can add new items to the list

Example

# Creating some custom fields
from albert import Albert
from albert.resources.custom_fields import CustomField, FieldCategory, FieldType, ServiceType
from albert.resources.lists import ListItem
from albert.resources.project import Project

# Initialize the Albert client
client = Albert()

# Define the custom fields
stage_gate_field = CustomField(
    name="stage_gate_status",
    display_name="Stage Gate",
    field_type=FieldType.LIST,
    service=ServiceType.PROJECTS,
    min=1,
    max=1,
    category=FieldCategory.BUSINESS_DEFINED  # Defined by the business
)
justification_field = CustomField(
    name="justification",
    display_name="Project Justification",
    field_type=FieldType.STRING,
    service=ServiceType.PROJECTS,
)

# Create the custom fields
client.custom_fields.create(custom_field=stage_gate_field)
client.custom_fields.create(custom_field=justification_field)

Parameters:

Name	Type	Description	Default
session	AlbertSession	The Albert session instance.	required

Source code in src/albert/collections/custom_fields.py

def __init__(self, *, session: AlbertSession):
    """
    Initializes the CasCollection with the provided session.

    Parameters
    ----------
    session : AlbertSession
        The Albert session instance.
    """
    super().__init__(session=session)
    self.base_path = f"/api/{CustomFieldCollection._api_version}/customfields"

base_path

base_path = f'/api/{_api_version}/customfields'

get_by_id

get_by_id(*, id: str) -> CustomField

Get a CustomField item by its ID.

Parameters:

Name	Type	Description	Default
id	str	The ID of the CustomField item.	required

Returns:

Type	Description
CustomField	The CustomField item.

Source code in src/albert/collections/custom_fields.py

def get_by_id(self, *, id: str) -> CustomField:
    """Get a CustomField item by its ID.

    Parameters
    ----------
    id : str
        The ID of the CustomField item.

    Returns
    -------
    CustomField
        The CustomField item.
    """
    response = self.session.get(f"{self.base_path}/{id}")
    return CustomField(**response.json())

get_by_name

get_by_name(
    *, name: str, service: ServiceType | None = None
) -> CustomField | None

Get a CustomField item by its name.

Parameters:

Name	Type	Description	Default
name	str	The name of the CustomField item.	required
service	ServiceType | None	The service the field relates to, by default None	None

Returns:

Type	Description
CustomField | None	The CustomField item, or None if not found.

Source code in src/albert/collections/custom_fields.py

def get_by_name(self, *, name: str, service: ServiceType | None = None) -> CustomField | None:
    """Get a CustomField item by its name.

    Parameters
    ----------
    name : str
        The name of the CustomField item.
    service : ServiceType | None, optional
        The service the field relates to, by default None

    Returns
    -------
    CustomField | None
        The CustomField item, or None if not found.
    """
    for custom_field in self.list(name=name, service=service):
        if custom_field.name.lower() == name.lower():
            return custom_field
    return None

list

list(
    *,
    name: str | None = None,
    service: ServiceType | None = None,
    lookup_column: bool | None = None,
    lookup_row: bool | None = None,
) -> Iterator[CustomField]

Searches for CustomField items based on the provided parameters.

Parameters:

Name	Type	Description	Default
name	str | None	The name of the field, by default None	None
service	ServiceType | None	The related service the field is in, by default None	None
lookup_column	bool | None	Whether the field relates to a lookup column, by default None	None
lookup_row	bool | None	Whether the field relates to a lookup row, by default None	None

Yields:

Type	Description
Iterator[CustomField]	Returns an iterator of CustomField items matching the search criteria.

Source code in src/albert/collections/custom_fields.py

def list(
    self,
    *,
    name: str | None = None,
    service: ServiceType | None = None,
    lookup_column: bool | None = None,
    lookup_row: bool | None = None,
) -> Iterator[CustomField]:
    """Searches for CustomField items based on the provided parameters.

    Parameters
    ----------
    name : str | None, optional
        The name of the field, by default None
    service : ServiceType | None, optional
        The related service the field is in, by default None
    lookup_column : bool | None, optional
        Whether the field relates to a lookup column, by default None
    lookup_row : bool | None, optional
        Whether the field relates to a lookup row, by default None

    Yields
    ------
    Iterator[CustomField]
        Returns an iterator of CustomField items matching the search criteria.
    """
    params = {
        "name": name,
        "service": service if service else None,
        "lookupColumn": json.dumps(lookup_column) if lookup_column is not None else None,
        "lookupRow": json.dumps(lookup_row) if lookup_row is not None else None,
    }
    return AlbertPaginator(
        mode=PaginationMode.KEY,
        path=self.base_path,
        params=params,
        session=self.session,
        deserialize=lambda items: [CustomField(**item) for item in items],
    )

create

create(*, custom_field: CustomField) -> CustomField

Create a new CustomField item.

Parameters:

Name	Type	Description	Default
custom_field	CustomField	The CustomField item to create.	required

Returns:

Type	Description
CustomField	The created CustomField item with its ID.

Source code in src/albert/collections/custom_fields.py

def create(self, *, custom_field: CustomField) -> CustomField:
    """Create a new CustomField item.

    Parameters
    ----------
    custom_field : CustomField
        The CustomField item to create.

    Returns
    -------
    CustomField
        The created CustomField item with its ID.
    """
    response = self.session.post(
        self.base_path,
        json=custom_field.model_dump(by_alias=True, exclude_none=True, mode="json"),
    )
    return CustomField(**response.json())

update

update(*, custom_field: CustomField) -> CustomField

Update a CustomField item.

Parameters:

Name	Type	Description	Default
custom_field	CustomField	The updated CustomField item. The ID must be set and match the Field you want to update.	required

Returns:

Type	Description
CustomField	The updated CustomField item as registered in Albert.

Source code in src/albert/collections/custom_fields.py

def update(self, *, custom_field: CustomField) -> CustomField:
    """Update a CustomField item.

    Parameters
    ----------
    custom_field : CustomField
        The updated CustomField item. The ID must be set and match the Field you want to update.

    Returns
    -------
    CustomField
        The updated CustomField item as registered in Albert.
    """
    # fetch current object state
    current_object = self.get_by_id(id=custom_field.id)

    # generate the patch payload
    payload = self._generate_patch_payload(
        existing=current_object,
        updated=custom_field,
        generate_metadata_diff=False,
        stringify_values=False,
    )

    for patch in payload.data:
        if (
            patch.attribute in ("hidden", "search", "lkpColumn", "lkpRow")
            and patch.operation == "add"
        ):
            patch.operation = "update"
            patch.old_value = False
        if (
            patch.attribute in ("entityCategory")
            and patch.operation == "add"
            and isinstance(patch.new_value, list)
        ):
            patch.new_value = patch.new_value[0]

    # run patch
    url = f"{self.base_path}/{custom_field.id}"
    self.session.patch(url, json=payload.model_dump(mode="json", by_alias=True))
    updated_ctf = self.get_by_id(id=custom_field.id)
    return updated_ctf