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Re-usable Server actions in Automation Rules

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This question has been flagged
crmautomatedserver_actionsManufacturing OrderRules
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Erik Orehek

Hi all,

Context

  1. Odoo 19 Enterprise.
  2. I want a reusable automation that, when a Manufacturing Order (MO) moves from “Confirmed” to “In Progress”, updates the related CRM Lead/Opportunity to a specific stage.
  3. I may need multiple automations that each move the CRM to different target stages.

Current automated action

  1. Model: Manufacturing Order (mrp.production)
  2. Trigger: State set to “In Progress”
  3. Domain filter: Components Availability = “Available”
  4. Action: Execute Python code:
for mo in records:
    # 1. Find the connected Sales Order (sale.order) by extracting the SO name from the MO's origin.
    # The MO dump shows 'origin: OP/00003 - S00038'. We try to extract 'S00038'.
    so_name = mo.origin.split(' - ')[-1].strip() if mo.origin else False

    if not so_name:
        mo.message_post(body="Warning: Could not extract a Sales Order name from the Manufacturing Order's origin.")
        continue

    SaleOrder = env['sale.order'].search([('name', '=', so_name)], limit=1)

    if not SaleOrder:
        mo.message_post(body=f"Warning: No Sales Order found with name '{so_name}'. Cannot update CRM stage.")
        continue

    # 2. Find the connected CRM Lead/Opportunity (crm.lead)
    # Assumes 'opportunity_id' is the field linking SO to CRM.
    lead = SaleOrder.opportunity_id

    if not lead:
        mo.message_post(body=f"Warning: Sales Order '{SaleOrder.name}' is not linked to a CRM Opportunity/Lead. Cannot update stage.")
        continue

    # 3. Find the 'Waiting spare parts delivery' stage in crm.stage
    target_stage = env['crm.stage'].search([('name', '=', 'Waiting spare parts delivery')], limit=1)

    if not target_stage:
        mo.message_post(body="Warning: Target CRM Stage 'Waiting spare parts delivery' not found. Stage update skipped.")
        continue

    # 4. Update the CRM Lead/Opportunity
    # Writing to the lead directly is simpler than browsing by ID.
    lead.write({'stage_id': target_stage.id})

    # Optional: Log success
    # mo.message_post(body=f"Success: Updated CRM Opportunity '{lead.name}' to stage '{target_stage.name}'.")

What I’d like

  1. Use the same Python once, but pass a different target CRM stage per automation rule. For example when click on "Produced All" (button_mark_done) in MO the CRM status should change to "Finished" stage.

Semi-workaround I have

  1. Create a separate Server Action and call it from each automation with a context param:
destination_stage = "In service"
stage = env['crm.stage'].search([('name', '=', destination_stage)], limit=1)
if not stage:
    raise UserError("CRM Stage '%s' not found." % destination_stage)

env['ir.actions.server'].browse(1124).with_context(
    active_model='mrp.production',
    active_ids=records.ids,
    crm_stage_xmlid=None,  # or name
    crm_stage_id=stage.id,
).run()

Question

Is there a cleaner or recommended pattern to parameterize the target CRM stage per automation? Examples welcome.

Thanks.

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