Creating a Wizard in Odoo 12: A Comprehensive Guide

Creating a Wizard in Odoo 12: A Comprehensive Guide

Odoo is a powerful open-source ERP and CRM solution that allows businesses to manage their operations efficiently. One of its robust features is the ability to create wizards, custom user interfaces for complex data interactions. In this guide, we will walk through the process of creating a wizard in Odoo 12, specifically in version 12.

Understanding Wizards in Odoo

Wizards in Odoo are temporary user interface elements that allow users to perform a sequence of operations, such as creating a report, performing a calculation, or managing data. They are particularly useful for tasks that require multiple steps and complex interactions. Wizards are implemented using Odoo's model-view-controller (MVC) architecture, where the core logic is defined in an XML file and the user interface is built in an associated view file.

Step 1: Defining the Transient Model

The first step in creating a wizard in Odoo 12 is to define the transient model. A transient model is a temporary model that exists only for the duration of a wizard session. Transient models are not stored in the database and are usually used for temporary data storage during a wizard operation.

Create a new file in your module directory, typically named `test_`.

Define the `TestReport` class with the necessary fields and methods.

class TestReport(): _name '' date_from (string'From') date_to (string'To')

Step 2: Creating the XML View

Next, create the XML view for the wizard. The XML view defines the user interface of the wizard, including buttons, input fields, and any other interactive elements.

Create a new XML file in your module directory, typically named `test_report_views.xml`.

Define the XML structure for the wizard view.

odoo record id'wizard_test_report' model'' field name'name' field name'model' field name'arch' type'xml' form group field name'date_from'/ field name'date_to'/ button string'Confirm' type'object' name'action_submit'/ button string'Cancel' type'Cancel'/ /group /form /field /record /odoo

Step 3: Adding Business Logic

After defining the model and view, you need to add the business logic for the wizard. This can include validation rules, calculations, or any other custom functionality required for the wizard.

Open the `test_` file and add the necessary methods.

Define the action method that will be triggered when the 'Confirm' button is clicked.

from odoo import models, fields class TestReport(): _name '' date_from (string'From') date_to (string'To') @ def action_submit(self): # Custom business logic here # Example: Generate a report based on the date range # Report generation code goes here return {'type': '', 'tag': 'display_notification', 'params': { 'title': 'Notification Title', 'message': 'Wizard executed successfully!', 'type': 'success', 'sticky': False, }}

Conclusion

Creating a wizard in Odoo 12 involves defining a transient model, creating an XML view, and adding business logic. By following the steps outlined above, you can create custom wizards tailored to your business needs. Whether you need a wizard to generate reports, perform calculations, or manage complex user interactions, Odoo's flexible architecture makes it easy to implement these features effectively.

Additional Resources

For more detailed information and examples, refer to the following guides:

Odoo Official Documentation:

Cybrosys Technolgies Odoo Development Tutorial: