Odoo_Server_Actions

Odoo Server Actions for Various Data Clean_Up and Redundant Tasks

Odoo BOM Cleanup Tools

Automated Server Actions for Cleaning Bill of Materials (BOM) in Odoo

This repository contains Python scripts for Odoo server actions that help maintain clean and efficient Bill of Materials (BOM) by:

• Removing archived products from BOM lines
• Detecting and removing duplicate products in BOM components
• Combined cleanup action for both archived and duplicate products

Features

✔ Easy Integration – Works as an Odoo server action
✔ Studio-Compatible – Can be implemented via Odoo Studio with minimal setup
✔ Multi-BOM Support – Processes single or multiple BOMs at once
✔ User Notifications – Provides clear feedback on cleanup results
✔ Efficient ORM Queries – Optimized for performance

Usage

1. Remove Archived Products

   • Searches for BOM lines containing archived products and removes them.

2. Remove Duplicate Products

   • Detects multiple entries of the same product in a BOM and keeps only one.

3. Combined Cleanup (Archived + Duplicates)

   • Performs both actions in a single run for maximum efficiency.

4. Update Category Accounts (Income/Expense)

   • Bulk updates Income and Expense accounts on Product Categories.
   • Uses a "Source" category from your selection as a template.
   • Processes in incremental batches of 1000 to handle large datasets safely.

5. Cancel Draft Vendor Bills

   • Bulk cancels selected Vendor Bills that are in the draft state.
   • Filters selection to ensure only draft bills/refunds are processed.
   • Returns a success notification with the count of cancelled bills.

6. Reset to Draft (Payments)

   • Resets selected account.payment records to draft state.
   • Processes in batches for safety.

7. Cancel Payments

   • Cancels selected account.payment records.
   • Provides detailed feedback on success/failure counts.

8. Sync POS Category

   • Automatically finds a pos.category with the exact same name as the Product's categ_id.
   • Adds it to the Product's pos_categ_ids.
   • Robust context handling (works via Automation, "Run" button, or Action menu).
   • Silent logging to Chatter for audit trails.
   • Trigger: On Creation/Update or scheduled.

9. Inter-Company POS Invoice

   • Target: POS Orders (pos.order).
   • Action: When a POS Order is invoiced, it creates a corresponding Customer Invoice in Company ID 12.
   • Customer: The invoice is billed to the Source Company (the one that made the POS Order).
   • Price Logic: Items of type 'Storable Product' (Goods) are billed at 50% price. Services retain full price.
   • Notifications: Provides real-time Client and Chatter feedback on success/failure.
   • Use Case: Re-billing or centralized accounting.

10. Remove Empty Product Categories

    • Model: product.category.
    • Action: Identifies and removes ALL categories that do not have any products associated with them (including their subcategories).
    • Safety: Uses hierarchical checks to ensure only truly empty branches are removed.

11. Halve Product Sales Price

    • Model: product.template or product.product.
    • Action: Bulk reduces the list_price (Sales Price) of selected products by 50%. Optimized for large datasets with batch processing.
    • Notifications: Provides a success notification with the update count.

12. Auto Reconcile Bills with Payments

    • Model: account.move (Journal Entry / Bills)
    • Action: Automatically reconciles selected open Vendor Bills with outstanding payments (credits) for the same partner.
    • Matching Logic:
      1. Exact Match: Matches if Amount is same AND Payment Memo/Ref matches Bill Ref/Name.
      2. Amount Match: Matches if Amount is same (secondary priority).
    • Usage: Select Bills in List View -> Actions -> Auto Reconcile.

13. Archive and Reset Product Category

    • Model: product.template or product.product.
    • Action: A combined batch-safe action that archives selected products AND resets their category to ID 1.
    • Notifications: Provides a success notification upon completion.

14. Batch Add Taxes to All Invoice Lines

    • Model: account.move (Invoices)
    • Action: Iterates over invoice lines and adds tax ID 315 to all lines in batches.
    • Notifications: Provides real-time progress notifications via Odoo's Bus system for each batch processed.
    • Safety: Ensures the tax is only added if not already present on the line.

15. Batch Reset Journal Entries to Draft

    • Model: account.move (Journal Entries)
    • Action: Resets selected Journal Entries to draft state in batches.
    • Notifications: Provides real-time progress notifications via Odoo's Bus system for each batch processed.
    • Logic: Only processes explicitly selected IDs, ensuring no accidental bulk resets beyond selection.

16. Batch Remove Taxes from All Invoice Lines

    • Model: account.move (Invoices)
    • Action: Clears all taxes from all lines of selected invoices in batches.
    • Notifications: Provides real-time progress notifications via Odoo's Bus system for each batch processed.

17. Batch Confirm Journal Entries

    • Model: account.move (Journal Entries)
    • Action: Confirms (posts) selected draft Journal Entries in batches.
    • Notifications: Provides real-time progress notifications via Odoo's Bus system for each batch processed.

18. Batch Remove Invoice Attachments

    • Model: account.move (Invoices)
    • Action: Removes all attachments linked to selected invoices in batches.
    • Notifications: Provides real-time progress notifications via Odoo's Bus system for each batch processed.

19. Batch Update Product Weight

    • Model: product.template (Products)
    • Action: Updates the weight field of selected products to 1 in batches.
    • Efficiency: Only processes products where weight is not already 1, using batch writes and periodic commits to minimize DB load.
    • Notifications: Provides real-time progress notifications via Odoo's Bus system for each batch processed.

20. Update Invoice Job Fields

    • Model: account.move (Invoices)
    • Action: Updates job-related studio fields pull data from related Sales Orders.
    • Fields Updated: Job Installation Date, Unit Number, Unit Location, and Unit Name.
    • Efficiency: Consolidated single-loop processing with batch support and progress notifications.

21. Batch Set Contact Country

    • Model: res.partner (Contacts)
    • Action: Bulk sets the country (and optionally state) for selected contacts.
    • Features: Skip or overwrite existing countries, state validation, and batch processing with notifications.

Implementation

• Via Odoo Studio:

  • Create server actions and paste the provided Python code.
  • Add buttons to BOM views for easy access.

• Manual XML Installation:

  • Deploy via custom module for better control.

Why Use This?

✅ Prevents Errors – Ensures BOMs only contain active, non-duplicate components
✅ Improves Performance – Clean BOMs load faster and avoid confusion
✅ Maintenance-Friendly – Runs on demand or can be scheduled

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Repository Structure

📂 odoo-bom-cleanup/  
├── README.md  
├── remove_archived_products.py  
├── remove_duplicate_products.py  
├── Odoo_auto_reconcile_bills_payments.py
├── combined_cleanup_action.py
├── Odoo_remove_zero_qty_products.py
├── Odoo_Reset_to_draft_Journal entries.py
├── Odoo_update_income_expense_accounts.py
├── Odoo_Cancel_Draft_Vendor_Bills.py
├── Odoo_Reset_to_draft_Payments.py
├── Odoo_Cancel_Payments.py
├── Odoo_Sync_POS_Category.py
├── Odoo_InterCompany_POS_Invoice.py
├── Odoo_remove_duplicate_empty_categories.py
├── Odoo_Halve_Product_Price.py
├── Odoo_archive_and_reset_category.py
├── Odoo_Add_Taxes_to_Invoices.py
├── Odoo_Batch_Reset_Journal_Entries.py
├── Odoo_Remove_Taxes_from_Invoices.py
├── Odoo_Batch_Confirm_Journal_Entries.py
├── Odoo_Batch_Remove_Invoice_Attachments.py
├── Odoo_Batch_Update_Product_Weight.py
├── Odoo_Update_Invoice_Job_Fields.py
├── Odoo_Batch_Set_Contact_Country.py

License

MIT License – Free to use and modify.

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