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======================= | ||
Sale Automatic Workflow | ||
======================= | ||
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.. | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! This file is generated by oca-gen-addon-readme !! | ||
!! changes will be overwritten. !! | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! source digest: sha256:a5f8fe6b461d972d0aa8938d069a08e809557a004c9d49cea520cb83fe5b2d2b | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png | ||
:target: https://odoo-community.org/page/development-status | ||
:alt: Beta | ||
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png | ||
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html | ||
:alt: License: AGPL-3 | ||
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fsale--workflow-lightgray.png?logo=github | ||
:target: https://github.com/OCA/sale-workflow/tree/18.0/sale_automatic_workflow | ||
:alt: OCA/sale-workflow | ||
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png | ||
:target: https://translation.odoo-community.org/projects/sale-workflow-18-0/sale-workflow-18-0-sale_automatic_workflow | ||
:alt: Translate me on Weblate | ||
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png | ||
:target: https://runboat.odoo-community.org/builds?repo=OCA/sale-workflow&target_branch=18.0 | ||
:alt: Try me on Runboat | ||
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|badge1| |badge2| |badge3| |badge4| |badge5| | ||
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Create workflows with more or less automatization and apply it on sales | ||
orders. | ||
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A workflow can: | ||
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- Apply default values: | ||
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- Shipping Policy (Deliver each product when available or Deliver | ||
all products at once) | ||
- Set the invoice's date to the sale order's date | ||
- Set a sales team | ||
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- Apply automatic actions: | ||
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- Validate the order (only if paid, always, never) | ||
- Send order confirmation mail (only when order confirmed) | ||
- Create an invoice | ||
- Validate the invoice | ||
- Confirm the picking | ||
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This module is used by Magentoerpconnect and Prestashoperpconnect. It is | ||
well suited for other E-Commerce connectors as well. | ||
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**Table of contents** | ||
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.. contents:: | ||
:local: | ||
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Usage | ||
===== | ||
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To use this module, you need to: | ||
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1. Go to \*Sale > Configuration > Automatic Workflow > Automatic | ||
Workflow | ||
2. You can create/edit/delete automatic workflow | ||
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Bug Tracker | ||
=========== | ||
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/sale-workflow/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 <https://github.com/OCA/sale-workflow/issues/new?body=module:%20sale_automatic_workflow%0Aversion:%2018.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_. | ||
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Do not contact contributors directly about support or help with technical issues. | ||
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Credits | ||
======= | ||
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Authors | ||
------- | ||
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* Akretion | ||
* Camptocamp | ||
* Sodexis | ||
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Contributors | ||
------------ | ||
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- Guewen Baconnier | ||
- Beau Sebastien | ||
- Leonardo Pistone | ||
- Stéphane Bidoul | ||
- Damien Crier | ||
- Alexandre Fayolle | ||
- Sodexis | ||
- Dave Lasley <[email protected]> | ||
- Akim Juillerat <[email protected]> | ||
- Thomas Fossoul <[email protected]> | ||
- Phuc Tran Thanh <[email protected]> | ||
- Sander Lienaerts <[email protected]> | ||
- Tri Doan <[email protected]> | ||
- Chau Le <[email protected]> | ||
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Other credits | ||
------------- | ||
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The development of this module has been financially supported by: | ||
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- Camptocamp | ||
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Maintainers | ||
----------- | ||
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This module is maintained by the OCA. | ||
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.. image:: https://odoo-community.org/logo.png | ||
:alt: Odoo Community Association | ||
:target: https://odoo-community.org | ||
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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. | ||
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This module is part of the `OCA/sale-workflow <https://github.com/OCA/sale-workflow/tree/18.0/sale_automatic_workflow>`_ project on GitHub. | ||
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. |
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from . import models |
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# Copyright 2011 Akretion Sébastien BEAU <[email protected]> | ||
# Copyright 2013 Camptocamp SA (author: Guewen Baconnier) | ||
# Copyright 2016 Sodexis | ||
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). | ||
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{ | ||
"name": "Sale Automatic Workflow", | ||
"version": "18.0.1.0.0", | ||
"category": "Sales Management", | ||
"license": "AGPL-3", | ||
"author": "Akretion, " | ||
"Camptocamp, " | ||
"Sodexis, " | ||
"Odoo Community Association (OCA)", | ||
"website": "https://github.com/OCA/sale-workflow", | ||
"depends": ["sale"], | ||
"data": [ | ||
"security/ir.model.access.csv", | ||
"views/sale_order_views.xml", | ||
"views/sale_workflow_process_views.xml", | ||
"data/automatic_workflow_data.xml", | ||
], | ||
"installable": True, | ||
} |
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<?xml version="1.0" encoding="utf-8" ?> | ||
<!-- | ||
Copyright (C) 2011 Akretion Sébastien BEAU <[email protected]> | ||
License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html). | ||
--> | ||
<odoo noupdate="1"> | ||
<record id="automatic_workflow_order_filter" model="ir.filters"> | ||
<field name="name">Automatic Workflow Order Filter</field> | ||
<field name="model_id">sale.order</field> | ||
<field name="domain">[('state', '=', 'draft')]</field> | ||
<field name="user_id" ref="base.user_root" /> | ||
</record> | ||
<record id="automatic_workflow_create_invoice_filter" model="ir.filters"> | ||
<field name="name">Automatic Workflow Create Invoice Filter</field> | ||
<field name="model_id">sale.order</field> | ||
<field | ||
name="domain" | ||
>[('state','=','sale'),('invoice_status','=','to invoice')]</field> | ||
<field name="user_id" ref="base.user_root" /> | ||
</record> | ||
<record id="automatic_workflow_validate_invoice_filter" model="ir.filters"> | ||
<field name="name">Automatic Workflow Validate Invoice Filter</field> | ||
<field name="model_id">account.move</field> | ||
<field | ||
name="domain" | ||
>[('state', '=', 'draft'), ('posted_before', '=', False)]</field> | ||
<field name="user_id" ref="base.user_root" /> | ||
</record> | ||
<record id="automatic_workflow_sale_done_filter" model="ir.filters"> | ||
<field name="name">Automatic Workflow Sale Done Filter</field> | ||
<field name="model_id">sale.order</field> | ||
<field | ||
name="domain" | ||
>[('state', '=', 'sale'),('invoice_status','=','invoiced')]</field> | ||
<field name="user_id" ref="base.user_root" /> | ||
</record> | ||
<record id="automatic_workflow_payment_filter" model="ir.filters"> | ||
<field name="name">Automatic Workflow Payment Filter</field> | ||
<field name="model_id">account.move</field> | ||
<field | ||
name="domain" | ||
>[('state', '=', 'posted'), ('move_type', '=', 'out_invoice'), ('payment_state','!=','paid')]</field> | ||
<field name="user_id" ref="base.user_root" /> | ||
</record> | ||
<record id="automatic_validation" model="sale.workflow.process"> | ||
<field name="name">Automatic</field> | ||
<field name="validate_order" eval="1" /> | ||
<field name="send_order_confirmation_mail" eval="1" /> | ||
<field name="order_filter_id" eval="automatic_workflow_order_filter" /> | ||
<field name="create_invoice" eval="1" /> | ||
<field | ||
name="create_invoice_filter_id" | ||
eval="automatic_workflow_create_invoice_filter" | ||
/> | ||
<field name="validate_invoice" eval="1" /> | ||
<field | ||
name="validate_invoice_filter_id" | ||
eval="automatic_workflow_validate_invoice_filter" | ||
/> | ||
<field name="invoice_date_is_order_date" eval="0" /> | ||
<field name="sale_done" eval="0" /> | ||
<field name="sale_done_filter_id" eval="automatic_workflow_sale_done_filter" /> | ||
<field name="register_payment" eval="0" /> | ||
<field name="payment_filter_id" ref="automatic_workflow_payment_filter" /> | ||
<field | ||
name="warning" | ||
>Be careful, if you save the order with this setting, it could be auto-confirmed, even if you are editing it.</field> | ||
</record> | ||
<record id="manual_validation" model="sale.workflow.process"> | ||
<field name="name">Manual</field> | ||
<field name="validate_order" eval="0" /> | ||
<field name="validate_invoice" eval="0" /> | ||
<field name="invoice_date_is_order_date" eval="0" /> | ||
<field name="order_filter_id" eval="automatic_workflow_order_filter" /> | ||
<field | ||
name="create_invoice_filter_id" | ||
eval="automatic_workflow_create_invoice_filter" | ||
/> | ||
<field | ||
name="validate_invoice_filter_id" | ||
eval="automatic_workflow_validate_invoice_filter" | ||
/> | ||
<field name="sale_done_filter_id" eval="automatic_workflow_sale_done_filter" /> | ||
<field name="register_payment" eval="0" /> | ||
<field name="payment_filter_id" ref="automatic_workflow_payment_filter" /> | ||
</record> | ||
<record forcecreate="True" id="ir_cron_automatic_workflow_job" model="ir.cron"> | ||
<field name="name">Automatic Workflow Job</field> | ||
<field name="model_id" ref="model_automatic_workflow_job" /> | ||
<field name="state">code</field> | ||
<field name="code">model.run()</field> | ||
<field name="active" eval="True" /> | ||
<field name="user_id" ref="base.user_root" /> | ||
<field name="interval_number">1</field> | ||
<field name="interval_type">minutes</field> | ||
</record> | ||
</odoo> |
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