Sale Automatic Workflow (sale_automatic_workflow)

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Repository: OCA/sale-workflow · module folder · Try on Runboat
Module version: 1.1.1
Category: Sales Management
Folder size: 0.91 MB
License: AGPL-3
Application: No
Auto-installable: No
Website: https://github.com/OCA/sale-workflow
Last tracking update: 2026-08-07 09:06:23
Authors: Camptocamp, Akretion, Odoo Community Association (OCA), Sodexis
Maintainers: Camptocamp, Akretion, Odoo Community Association (OCA), Sodexis
Committers: JordiMForgeFlow, Aungkokolin1997, Weblate, OCA-git-bot, oca-ci, JasminSForgeFlow

Odoo dependencies

odoo/odoo:

- sale

- sales_team

- base

- mail

- base_setup

- web

- bus

- account

- product

- uom

- portal

- digest

- payment

- utm

Python dependencies

None

System dependencies

None

Required by

sale_automatic_workflow_job

Description

Create workflows with more or less automatization and apply it on sales
orders.

A workflow can:

- Apply default values:
  - 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
- Apply automatic actions:
  - 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

This module is used by Magentoerpconnect and Prestashoperpconnect. It is
well suited for other E-Commerce connectors as well.

Code Analysis ⓘ

Views touched (3)

XML ID	Name	Model	Type	Status
`sale_order_view_form`	sale_automatic_workflow.sale_order.view_form	sale.order	form	Inherits sale.view_order_form
`sale_workflow_process_view_form`	sale.order.form.automatic.inherit	sale.workflow.process	form	New
`sale_workflow_process_view_tree`	sale_automic_workflow.sale_workflow_process.view_list	sale.workflow.process	list	New

HTTP endpoints (0)

No HTTP endpoints found for this module.

Models touched (4)

New fields (1)

workflow_process_id Many2one → sale.workflow.process
comodel_name='sale.workflow.process' copy=False string='Sale Workflow Process'

Public methods (0)

No public methods.

New fields (0)

No new fields.

Public methods (2)

run(self)
@api.model

Must be called from ir.cron
run_with_workflow(self, sale_workflow)
@api.model

New fields (2)

all_qty_delivered Boolean
compute='_compute_all_qty_delivered' store=True string='All quantities delivered'
workflow_process_id Many2one → sale.workflow.process
comodel_name='sale.workflow.process' copy=False ondelete='restrict' string='Automatic Workflow'

Public methods (1)

write(self, vals)

New fields (23)

create_invoice Boolean
create_invoice_filter_domain Text
related='create_invoice_filter_id.domain' string='Create Invoice Filter Domain'
create_invoice_filter_id Many2one → ir.filters
default=<expr> string='Create Invoice Filter' args: 'ir.filters'
invoice_date_is_order_date Boolean
help="When checked, the invoice date will be the same than the order's date" string='Force Invoice Date'
invoice_service_delivery Boolean
help='If this box is checked, when the first invoice is created The service sale order lines will be included and will be marked as delivered' string='Invoice Service on delivery'
name Char
required=True
order_filter_domain Text
related='order_filter_id.domain' string='Order Filter Domain'
order_filter_id Many2one → ir.filters
default=<expr> args: 'ir.filters'
payment_filter_domain Text
related='payment_filter_id.domain'
payment_filter_id Many2one → ir.filters
comodel_name='ir.filters' default=<expr> string='Register Payment Invoice Filter'
property_journal_id Many2one → account.journal
comodel_name='account.journal' company_dependent=True domain="[('type', '=', 'sale')]" help='Set default journal to use on invoice' string='Sales Journal'
property_payment_journal_id Many2one → account.journal
comodel_name='account.journal' company_dependent=True domain="[('type', 'in', ('bank', 'cash'))]" help='Set default journal to use on payment' string='Payment Journal'
register_payment Boolean
sale_done Boolean
sale_done_filter_domain Text
related='sale_done_filter_id.domain' string='Sale Done Filter Domain'
sale_done_filter_id Many2one → ir.filters
default=<expr> string='Sale Done Filter' args: 'ir.filters'
send_order_confirmation_mail Boolean
help='When checked, after order confirmation, a confirmation email will be sent (if not already sent).'
team_id Many2one → crm.team
comodel_name='crm.team' string='Sales Team'
validate_invoice Boolean
validate_invoice_filter_domain Text
related='validate_invoice_filter_id.domain' string='Validate Invoice Filter Domain'
validate_invoice_filter_id Many2one → ir.filters
default=<expr> string='Validate Invoice Filter' args: 'ir.filters'
validate_order Boolean
warning Text
help='If set, displays the message when an userselects the process on a sale order' translate=True args: 'Warning Message'

Public methods (0)

No public methods.

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Code Analysis ⓘ

Views touched (3)

HTTP endpoints (0)

Models touched (4)

account.move Extends Model 1 field 0 methods AccountMove · inherits account.move

automatic.workflow.job New model Model 0 fields 2 methods AutomaticWorkflowJob · Scheduler that will play automatically the validation of invoices, pickings... Scheduler that will play automatically the validation of invoices, pickings...

sale.order Extends Model 2 fields 1 method SaleOrder · inherits sale.order