Server Action

  • Step 1:

    1. Create server action and call that action from your menu.

    
               <record id="server_action_any_name" model="ir.actions.server">
              <field name="name">Any Name Goes Here</field>
              <field name="condition">True</field>
              <field name="type">ir.actions.server</field>
              <field name="model_id" ref="model_your_model_name" />
              <field name="state">code</field>
              <field name="code">action=self.get_filtered_record(cr, uid, context.get('active_ids', []), context=context)</field>
            </record>

            <menuitem name="Your Menu Name" id="menu_any_name" action="server_action_any_name"/>

    2. After that create a method or function under your model, and from that model after using your logic return action window.

    
            def get_filtered_record(self):
    • Details:

    Action Type: Where we define the type or category of the current action.

    res_model,
                   binding_model_id,
                    binding_view_types,
                     view_id,
                      view_ids,
                       view_mode,
                        view_type,
                         search_view_id,
                          state, 
                          code,
                           domain,
                            context,
                             target etc.

    The available server actions are :

    
                * code: Executes python code given in the argument  of code.

                * object_create: It creates a new record.

                * object_write: Update the current record.

                * multi: Executes several actions given in the argument of child_ids.

    Code example

    

                <record id="action_server" model="ir.actions.server">
                <field name="name">Test Server Action</field>
                <field name="model_id" ref="model_test_model"/>
                <field name="binding_model_id" ref="model_test_model"/>
                <field name="binding_view_types">list</field>
                <field name="state">code</field>
                <field name="code">
                      action = model.action_test_code()
                </field>
            </record>

    This will execute the method action_test_code() in the model test model.

  • Example:

    Button

    
                  <button name="action_confirm" string="Confirm" class="btn-primary" type="object" />

    create a sales target model like below.

    

                 from odoo import models, fields, api, exceptions, _
 
class SalesTarget(models.Model):
    _name = 'ng.sale.target'
 
    name = fields.Char(default='Sales Target')
    target_line_id = fields.One2many('ng.sale.target.line', 'target_id')
     
 
class SalesTargetLine(models.Model):
    _name = 'ng.sale.target.line'
 
    user_id = fields.Many2one('res.users', string='Sales Person')
    total_target = fields.Float(string='Total Target', default=0)
    target_id = fields.Many2one('ng.sale.target')

    Then make the form.

    
<record id="ng_sale_target_form" model="ir.ui.view">
    <field name="name">Sales Target</field>
    <field name="model">ng.sale.target</field>
    <field name="arch" type="xml">
        <form string="Sales Target" create="0" delete="0">
            <sheet>
                <h2>Enter the sales target per Sales Person</h2>
                <notebook>
                    <page string="Sales Target">
                        <field name="target_line_id">
                            <tree editable="bottom">
                                <field name="user_id" />
                                <field name="total_target" />
                            </tree>
                        </field>
                    </page>
                </notebook>
            </sheet>
        </form>
    </field>
</record>

    Next, create a menu item and an action server.

    

<record id="action_open_sale_target_form" model="ir.actions.server">
    <field name="name">Sales Target</field>
    <field name="type">ir.actions.server</field>
    <field name="state">code</field>
    <!-- model name -->
    <field name="model_id" ref="model_ng_sale_target"/> 
    <!-- The name of the method to be called -->
    <field name="code">action = model.open_sales_target()</field>
</record>
 
<!-- Menuitem on Sales >> Configuration menu -->
<menuitem name="Sales Target"
        id="menu_sale_target"
        parent="sale.menu_sale_config"
        action="action_open_sale_target_form" />

    Finally add a method with the same name with the Action Server above to the model.

    
def open_sales_target(self):
    # check whether there is a sales target data or not
    existed_data = self.env['ng.sale.target'].search([],limit=1)
 
    # if no, create the new one
    if not existed_data:
        existed_data = self.create({})        
     
    # display the sales target data to the user using an Action Window
    return {
        'type': 'ir.actions.act_window',
        'view_type': 'form',
        'view_mode': 'form',
        'res_model': 'ng.sale.target',
        'res_id': existed_data.id,
    }