How to send an email from a button located in the action dropdown of an Odoo 11 form?

Question

I am just a newbie in Odoo. I am creating a custom module for Odoo 11. I want to add a new link in hr.payslip in hr_payroll module . So when admin

Answer 1

I have understood that you want to add a button in the actions section of the form of the model hr.payslip, created by the module hr_payroll.

I see that you are creating a new model named email.payslip. That is not necessary to achieve your purpose, check the following steps:

Modify the __manifest__.py of your module to make it depend on hr_payroll and mail:

'depends': [
    'hr_payroll',
    'mail',
],

Modify your XML action this way:

    Email Payslip
    
    
    code
    
if records:
    action = records.action_email_payslip_send()
    

This is to create a button in the actions section of the views of the model hr.payslip. The button will call a Python method of this model, which will be in charge of calling the pop-up to send an email.

Now let's define that method in Python:

class HrPayslip(models.Model):
    _inherit = 'hr.payslip'

    @api.multi
    def action_email_payslip_send(self):
        self.ensure_one()
        template = self.env.ref(
            'your_module.email_template_payslip',
            False,
        )
        compose_form = self.env.ref(
            'mail.email_compose_message_wizard_form',
            False,
        )
        ctx = dict(
            default_model='hr.payslip',
            default_res_id=self.id,
            default_use_template=bool(template),
            default_template_id=template and template.id or False,
            default_composition_mode='comment',
        )
        return {
            'name': _('Compose Email'),
            'type': 'ir.actions.act_window',
            'view_type': 'form',
            'view_mode': 'form',
            'res_model': 'mail.compose.message',
            'views': [(compose_form.id, 'form')],
            'view_id': compose_form.id,
            'target': 'new',
            'context': ctx,
        }

Just replace your_module by the technical name of your module. This method will open the form to send an email, and we are telling it to load by default our custom email template, whose XML ID is email_template_payslip.

Now, we have to define that email template in XML. Create a new folder named data in the root path of your module, put inside the XML file, for example, named email_template_data.xml. Do not forget to add in the data key of your __manifest__.py the line 'data/email_template_data.xml', to tell your module that it must load that XML file content:

        
            Payslip - Send by Email
            ${(user.email or '')|safe}                
            ${object.company_id.name|safe} Payslip (Ref ${object.name or 'n/a' })
            ${(object.employee_id.work_email or '')|safe}
            
            
            ${(object.employee_id.user_id.lang or user.lang)}
            

    
Hello ${object.employee_id.name},

    
Here is your payslip from ${object.company_id.name}: 

    

         Name: ${object.name}

    
    
If you have any question, do not hesitate to contact us.
    
Thank you for choosing ${object.company_id.name or 'us'}!