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How can I manipulate the email template when sending an email in Accounting so that my PDF with the XML is inserted instead of the standard view with XML?

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Martin Bando
Hello everyone,

I created a report with py3o and an email template for the Accounting module. I inserted the report into the email template in the Settings tab in the Dynamic Reports field. When sending a new or existing invoice, the system inserts my PDF file but leaves the default view for PDF and XML files. How can I replace the PDF and XML with my content? For example, I found the following under:

Path: account/wizard/account_move_send_wizard.py

    @api.depends(“mail_template_id”, “sending_methods”, “invoice_edi_format”, “extra_edis”)
    def _compute_mail_attachments_widget(self):
        for wizard in self:
            manual_attachments_data = [x for x in wizard.mail_attachments_widget or [] if x.get(“manual”)]
            wizard.mail_attachments_widget = (
                self._get_default_mail_attachments_widget(
                    wizard.move_id,
                    wizard.mail_template_id,
                    invoice_edi_format=wizard.invoice_edi_format,
                    extra_edis=set(wizard.extra_edis or []) or {},
                    pdf_report=wizard.pdf_report_id,
                )
                + manual_attachments_data
            )

I don't know where and how to replace the content.

I would appreciate any ideas or tips.

Thanks in advance.
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Cybrosys Techno Solutions Pvt.Ltd
Best Answer

Hi,


The attachments you see in the Send & Print wizard (the default PDF invoice and XML files) are not controlled by the email template. Even if you add your py3o report in the template’s Dynamic Reports field, Odoo will still generate and attach the default PDF and default EDI/XML files, because those come from the method _get_default_mail_attachments_widget() inside account_move_send_wizard.py. That method always builds the system-generated invoice PDF and EDI files unless you override it with custom code. The line you found (pdf_report=wizard.pdf_report_id) only allows Odoo to replace the PDF with another Odoo report, not with a file generated by custom logic like py3o.

To fully replace the PDF and XML attachments with your own content, you must create a custom module that overrides _get_default_mail_attachments_widget() and returns only the attachments you want (your py3o output), instead of the default ones. This cannot be done in the UI or in email templates; it must be done in Python by inheriting the wizard model and rewriting how the attachment list is built. Only by overriding that method—and optionally intercepting action_send_and_print()—can you stop Odoo from generating or attaching the original PDF and XML files.


Hope it helps

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