Losing $127K on Document Chaos? Auto-Attach PDFs to Chatter in Odoo 18

pdf_content, _ = self.env['ir.actions.report'].sudo()._render_qweb_pdf(
    'your_module_name.report_action_name',  # Report external ID
    record.id  # Record ID to generate report for
)

import base64

attachment = self.env['ir.attachment'].create({
    'name': 'My Document.pdf',  # Display name
    'type': 'binary',  # Binary data type
    'datas': base64.b64encode(pdf_content),  # Base64-encoded PDF
    'res_model': record._name,  # Model name (e.g., 'sale.order')
    'res_id': record.id,  # Record ID
    'mimetype': 'application/pdf',  # MIME type
})

record.message_post(
    body='The document has been attached.',  # Message text
    attachment_ids=[attachment.id]  # List of attachment IDs
)

# -*- coding: utf-8 -*-
from odoo import models
import base64

class SaleOrder(models.Model):
    _inherit = 'sale.order'
    
    def action_confirm(self):
        """
        Override to attach PDF before confirming order.
        """
        # Attach PDF to each order
        self.action_attach_pdf()
        
        # Call parent method to complete confirmation
        return super().action_confirm()
    
    def action_attach_pdf(self):
        """
        Generate and attach Sale Order PDF to Chatter.
        """
        for order in self:
            # Step 1: Generate PDF report
            pdf_content, _ = self.env['ir.actions.report'].sudo()._render_qweb_pdf(
                'sale.action_report_saleorder',  # Built-in sales order report
                order.id
            )
            
            # Step 2: Create attachment
            attachment = self.env['ir.attachment'].create({
                'name': f'SaleOrder_{order.name}.pdf',
                'type': 'binary',
                'datas': base64.b64encode(pdf_content),
                'res_model': order._name,  # 'sale.order'
                'res_id': order.id,
                'mimetype': 'application/pdf',
            })
            
            # Step 3: Post to Chatter
            order.message_post(
                body=f'
Sale Order PDF attached: {order.name}
',
                attachment_ids=[attachment.id]
            )

{
    'name': 'Sale Order PDF Attachment',
    'version': '18.0.1.0.0',
    'depends': ['sale'],
    'data': [],
    'installable': True,
    'application': False,
}

def attach_multiple_pdfs(self):
    attachment_ids = []
    
    # Generate quote PDF
    quote_pdf, _ = self.env['ir.actions.report'].sudo()._render_qweb_pdf(
        'sale.action_report_saleorder', self.id
    )
    quote_attachment = self.env['ir.attachment'].create({
        'name': f'Quote_{self.name}.pdf',
        'type': 'binary',
        'datas': base64.b64encode(quote_pdf),
        'res_model': self._name,
        'res_id': self.id,
        'mimetype': 'application/pdf',
    })
    attachment_ids.append(quote_attachment.id)
    
    # Generate terms PDF (custom report)
    terms_pdf, _ = self.env['ir.actions.report'].sudo()._render_qweb_pdf(
        'your_module.report_terms_conditions', self.id
    )
    terms_attachment = self.env['ir.attachment'].create({
        'name': 'Terms_and_Conditions.pdf',
        'type': 'binary',
        'datas': base64.b64encode(terms_pdf),
        'res_model': self._name,
        'res_id': self.id,
        'mimetype': 'application/pdf',
    })
    attachment_ids.append(terms_attachment.id)
    
    # Post both to Chatter
    self.message_post(
        body='
Quote and Terms attached.
',
        attachment_ids=attachment_ids
    )

def action_attach_pdf(self):
    for order in self:
        # Only attach for high-value orders
        if order.amount_total >= 10000:
            pdf_content, _ = self.env['ir.actions.report'].sudo()._render_qweb_pdf(
                'sale.action_report_saleorder', order.id
            )
            attachment = self.env['ir.attachment'].create({
                'name': f'HighValue_SaleOrder_{order.name}.pdf',
                'type': 'binary',
                'datas': base64.b64encode(pdf_content),
                'res_model': order._name,
                'res_id': order.id,
                'mimetype': 'application/pdf',
            })
            order.message_post(
                body=f'
High-Value Order Alert: ${order.amount_total:,.2f}
',
                attachment_ids=[attachment.id]
            )

def action_attach_pdf(self):
    # Get sales manager
    sales_manager = self.env.ref('sales_team.group_sale_manager').users
    
    for order in self:
        pdf_content, _ = self.env['ir.actions.report'].sudo()._render_qweb_pdf(
            'sale.action_report_saleorder', order.id
        )
        attachment = self.env['ir.attachment'].create({
            'name': f'SaleOrder_{order.name}.pdf',
            'type': 'binary',
            'datas': base64.b64encode(pdf_content),
            'res_model': order._name,
            'res_id': order.id,
            'mimetype': 'application/pdf',
        })
        
        # Post with notification to manager
        order.message_post(
            body=f'
Order confirmed: {order.name} - ${order.amount_total:,.2f}
',
            attachment_ids=[attachment.id],
            partner_ids=sales_manager.partner_id.ids,  # Notify these partners
            message_type='notification'  # Send as notification
        )