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Hi,

i have a field called "phase" inside "account.payment" model.

i want to create an action that change the phase of selected payments, not only one payment,  to a phase i choose

it's my first time to do something like this. so any help or suggestion ,or how to start, would be welcome

Thanks!

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Best Answer

Hi,

You can use wizard with transient model and add “Update Payments Phase” action to Actions menu, so you will select the payments from list view and then from action you will select “Update Payments Phase” action and the wizard form will be shown and you will select the phase from the list and you will have a button in wizard form to update the phase and you will write the code which change the phase to the selected phase.

Transient Model (Wizard)


class AccountPaymentsPhaseWizard(models.TransientModel):
_name = "account.payments.phase.wizard"
_description = "Update the phase for multi payemnt"

# define the phase field which you will use to change the phase for the selected payments, for example if the phase field is a selection
phase = fields.Selection([('phase1', 'phase1'), ('phase2', 'phase2'), ('phase3', 'phase3')],string='phase')

# method update_payments_phase which will be called from wizard once click on Update phase button
@api.multi
def update_payments_phase(self):
# return all selected payments using active_ids and you can filter them and use any validation you want
payments = self.env['account.payments'].browse(self._context.get('active_ids'))
# loop the payments
for payment in payments:
# set the selected phase for each payment
payment.phase = self.phase

Form View and action for transient model:

<record id="view_account_payment_from_change_phase" model="ir.ui.view">
<field name="name">account.phase.payments.wizard</field>
<field name="model">account.payments.phase.wizard</field>
<field name="arch" type="xml">
<form string="Change Phase">
<field name=" phase"/>
<footer>
<button string='Update Phase' name="update_payments_phase" type="object" class="btn-primary"/>
<button string="Cancel" class="btn-default" special="cancel"/>
</footer>
</form>
</field>
</record>

<!-- Action to launch Wizard for change phase of payments from action menu -->
<record id=" view_account_payment_from_change_phase_action" model="ir.actions.act_window">
<field name="name">Update Payments Phase</field>
<field name="res_model">account.payments.phase.wizard</field>
<field name="view_type">form</field>
<field name="view_mode">form</field>
<field name="view_id" ref="view_account_payment_from_change_phase"/>
<field name="target">new</field>
<field name="binding_model_id" ref="account.model_account_payment"/>
</record>



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Author

Thank you, That's what i needed exactly, but i'm getting this error when trying to change the phase:

The operation cannot be completed, probably due to the following:

- deletion: you may be trying to delete a record while other records still reference it

- creation/update: a mandatory field is not correctly set

[object with reference: payment_type - payment.type]

and when i see the log, i see that this action is creating a new payment, not updating an existed one

any suggestion?

Thanks again

Could you please share you code?

Author

in models:

class AccountPaymentsPhaseWizard(models.TransientModel):

_name = 'account.payments.phase.wizard'

_inherit = 'account.payment'

@api.multi

def update_payments_phase(self):

payments = self.env['account.payment'].browse(self._context.get('active_ids'))

for payment in payments:

payment.phase = self.phase

in views:

<record id="view_account_payment_from_change_phase" model="ir.ui.view">

<field name="name">account.payments.phase.wizard</field>

<field name="model">account.payments.phase.wizard</field>

<field name="arch" type="xml">

<form string="Change Phase">

<field name="phase"/>

<footer>

<button string='Update Phase' name="update_payments_phase" type="object" class="btn-primary"/>

<button string="Cancel" class="btn-default" special="cancel"/>

</footer>

</form>

</field>

</record>

<!-- Action to launch Wizard for change phase of payments from action menu -->

<record id="view_account_payment_from_change_phase_action" model="ir.actions.act_window">

<field name="name">Update Payments Phase</field>

<field name="res_model">account.payments.phase.wizard</field>

<field name="view_type">form</field>

<field name="view_mode">form</field>

<field name="view_id" ref="view_account_payment_from_change_phase"/>

<field name="target">new</field>

<field name="binding_model_id" ref="account.model_account_payment"/>

</record>

You should not inherit from account.payment, please see my answer code above.

You have to define a field phase in wizard same as the one in account.payment

class AccountPaymentsPhaseWizard(models.TransientModel):

_name = 'account.payments.phase.wizard'

phase = fields.Selection([('phase1', 'phase1'), ('phase2', 'phase2'), ('phase3', 'phase3')],string='phase')

@api.multi

def update_payments_phase(self):

payments = self.env['account.payment'].browse(self._context.get('active_ids'))

for payment in payments:

payment.phase = self.phase

Author

yes, it was my mistake.

It works now! Thanks

Nice to hear that.

Hi Waleed Mohsen,

I have question about filtering that browse, you said # return all selected payments using active_ids and you can filter them and use any validation you want.

I have problem to find the active_ids and the state must only in 'open'

Any advice?

Best Answer

Hello, 

You can do with the Server Action. 

For Static Value

A)Where you have to select the "Updated the Record" and model is "account.payment" 
and on the Data to write just added that field and it's value and save that record and create the action and run on selected records.
 

For Dynamic Value

B) You can do with "Execute Python code" and run that with function.
will update the value dynamically(based on you code).


Thanks,
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