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developmentsale.order.lineaccount.move.linev17
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Marco Stalder

For invoice drafts, we created a field called x_studio_saleorder_template (Many2One) in Odoo 17. When this field change (chooses a sale.order.template), we just want to add all lines one by one to the new invoice draft by automation trigger onchange. Here is the code:



def add_template_lines(record):
    template_id = record.x_studio_saleorder_template.id
    if not template_id:
        return
    
    template = env['sale.order.template'].browse(template_id)
    if not template.exists():
        return
    
    if record.state != 'draft':
        return
    
    for line in template.sale_order_template_line_ids:
        if line.display_type == 'line_section':
            new_line_vals = {
                'move_id': record.id,
                'display_type': 'line_section',
                'name': line.name,
            }
            record.write({
                'invoice_line_ids': [(0, 0, new_line_vals)],
            })
            continue
            
        if line.display_type == 'line_note':
            new_line_vals = {
                'move_id': record.id,
                'display_type': 'line_note',
                'name': line.name,
            }
            record.write({
                'invoice_line_ids': [(0, 0, new_line_vals)],
            })
            continue
        
        if not line.product_id:
            continue
        
        new_line_vals = {
            'move_id': record.id,
            'product_id': line.product_id.id,
            'name': line.display_name or line.product_id.name,
            'quantity': line.product_uom_qty or 1.0,
            'product_uom_id': line.product_uom_id.id,
            'price_unit': 0.0,
        }
        record.write({
            'invoice_line_ids': [(0, 0, new_line_vals)],
        })
        
    record.write({
        'x_studio_saleorder_template': False,
    })
    
    action = {
        'type': 'ir.actions.act_window',
        'res_model': 'account.move',
        'view_mode': 'form',
        'res_id': record.id,
        'target': 'current',
    }
    return action
            
add_template_lines(record)

But there are some problems i can't find any solution:

  • Actually all lines will be added to the invoice draft, with following problems:
    • product_id and product_uom_id are always False after record.write() inside the line (checked with log). Checking the line.product_id.id and line.product_uom_id.id are correct!
      • Fun fact: invoice line add the right account number of the product, but not the product_id itself (why ever).
    • quantity is always 1 after record.write(); line.product_uom_qty is correct number.
    • name is always perfect!
      • line_section and line_note too.
  • After adding the lines, i try to reload the page, but the lines are not visible until i force a reload with F5.
  • Because the invoice is at draft, the record.id is called "NewId9999" not 9999.
    • Because of this i can't use record.id for move_id in combination with record.create() instead of record.write()
    • I tried some other solutions with save to db etc. but didn't worked out well.

I wanted to use automation instead of creating the own module, but it's possible too for sure, because it's self hosted.

Thanks for any help!

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Marco Stalder
Author Best Answer

Update on my site: This new code works except one thing i can't fix: After the reload i still don't see the list until i click on manual save, or refresh browser with F5!?

# Available variables:
#  - env: environment on which the action is triggered
#  - model: model of the record on which the action is triggered; is a void recordset
#  - record: record on which the action is triggered; may be void
#  - records: recordset of all records on which the action is triggered in multi-mode; may be void
#  - time, datetime, dateutil, timezone: useful Python libraries
#  - float_compare: utility function to compare floats based on specific precision
#  - log: log(message, level='info'): logging function to record debug information in ir.logging table
#  - _logger: _logger.info(message): logger to emit messages in server logs
#  - UserError: exception class for raising user-facing warning messages
#  - Command: x2many commands namespace
# To return an action, assign: action = {...}

def add_template_lines(record):
    template_id = record.x_studio_saleorder_template.id
    if not template_id or record.state != 'draft':
        return
    
    template = env['sale.order.template'].browse(template_id)
    if not template.exists():
        return
    
    new_lines = []

    for line in template.sale_order_template_line_ids:
        if line.display_type in ('line_section', 'line_note'):
            new_line_vals = {
                'move_id': record._origin.id,
                'display_type': line.display_type,
                'name': line.name,
            }
        else:
            if not line.product_id:
                continue
            new_line_vals = {
                'move_id': record._origin.id,
                'product_id': line.product_id.id,
                'name': line.display_name or line.product_id.name,
                'quantity': line.product_uom_qty or 1.0,
                'product_uom_id': line.product_uom_id.id,
                'price_unit': line.product_id.list_price or 0.0,
            }
        new_lines.append(new_line_vals)

    if new_lines:
        env['account.move.line'].create(new_lines)
        
    record.write({'x_studio_saleorder_template': False})

    #action = {
    #    'type': 'ir.actions.client',
    #    'tag': 'pxa_account_move_save_reload_view',
    #    'params': {
    #        'record_id': record.id,
    #    },
    #}
    action = {
        'type': 'ir.actions.client',
        'tag': 'reload',
    }
    return action

add_template_lines(record)


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