This module provides a generic, reusable mechanism to save and +apply named templates that autocomplete any Odoo wizard/form using a +JSON payload stored in a template record.
+It is designed to be framework-like: other modules can inherit the +mixin and add a few buttons in XML.
+data.autocomplete.template
+Each template stores:
+data.template.mixin
+Add it to any wizard/model to get:
+data.wizard.template.create
+This popup asks for a name (and personal/global scope) and creates +the template using the current wizard/model values.
+The mixin serializes current values into a JSON-safe dict:
+Applying a template uses a phased write:
+This solves common wizard issues where changing a driver field triggers +an onchange that clears other fields (e.g. changing plan_id clears +account_ids).
+While applying, apply_template=True is present in the context so you +can skip destructive onchanges in your own code.
+Table of contents
++from odoo import models, api + +class MyWizard(models.TransientModel): + _inherit = ["my.wizard.model", "data.template.mixin"] + + # Optional: define drivers/protected fields to survive onchanges + def _template_driver_fields(self): + return {"plan_id"} + + def _template_protected_fields(self): + return {"account_ids", "show_months"} + + @api.onchange("plan_id") + def _onchange_plan_id(self): + # Skip destructive behavior when applying templates + if self.env.context.get("apply_template"): + return + return super()._onchange_plan_id() ++ +
+Note: This module only provides the base.+
Insert this into your wizard form view (adapt inherit_id and the +xpath):
++<separator string="Templates"/> +<group col="4"> + <field name="template_id" options="{'no_create': True}"/> + + <button name="action_apply_template" + type="object" + string="Apply" + class="btn btn-secondary" + icon="fa-check" + invisible="not template_id"/> + + <button name="action_open_create_template_wizard" + type="object" + string="Save as template" + class="btn btn-secondary" + icon="fa-save"/> + + <button name="action_update_current_template" + type="object" + string="Update template" + class="btn btn-secondary" + icon="fa-refresh" + invisible="not template_id"/> +</group> ++
If the same wizard model can represent different “types” of reports +(e.g. different report_id), you can further restrict the templates +shown by overriding:
++def _template_domain_extra(self): + return [("some_field", "=", self.some_field.id)] ++
Bugs are tracked on GitHub Issues. +In case of trouble, please check there if your issue has already been reported. +If you spotted it first, help us to smash it by providing a detailed and welcomed +feedback.
+Do not contact contributors directly about support or help with technical issues.
+This module is maintained by the OCA.
+ +
+
+OCA, or the Odoo Community Association, is a nonprofit organization whose +mission is to support the collaborative development of Odoo features and +promote its widespread use.
+Current maintainer:
+
This module is part of the OCA/server-tools project on GitHub.
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
+