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Sale Automatic Workflow Auto Assign

sale_automatic_workflow_auto_assign · OCA/sale-workflow

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    Health
    60/100
    fair
    • Security25/25
      No findings
    • Activity25/25
      Last human commit 3 months ago
    • Required by5/25
      0 modules depend on it
    • Maturity5/25
      In 1 Odoo series since 18.0

    Heuristic over the facts below, not an audit · How it's computed

    Security findings
    Grave / minor (static analysis)
    Required by
    0
    Modules depending on it
    External deps
    0 pip · 0 bin
    Python packages / system binaries
    License
    AGPL-3
    No conflicts with its dependencies
    Folder size
    0.04 MB
    Module directory on disk
    Code analysis 0 migration notes 3 models 1 view 0 HTTP endpoints

    Description

    This module automatically assigns a sales workflow at sale order creation.

    The workflow to assign is selected from the sale.workflow.process records flagged as Auto assign, using their Auto assign domain (evaluated against the sale order) and ordered by priority.

    It also extends the Copy workflow on duplication setting of sale_automatic_workflow with a third option, Copy if auto-assign finds none: auto-assignment runs first when a sale order is duplicated, and the origin workflow is copied only when no workflow could be auto-assigned.

    Dependencies

    Odoo dependencies
    OCA/sale-workflow:
    - sale_automatic_workflow
    odoo/odoo:
    - sale
    - sales_team
    - base
    - mail
    - base_setup
    - web
    - bus
    - web_tour
    - html_editor
    - account_payment
    - account
    - onboarding
    - product
    - uom
    - analytic
    - portal
    - web_editor
    - http_routing
    - auth_signup
    - digest
    - resource
    - payment
    - utm
    Python dependencies
    None
    System dependencies
    None
    Required by
    None

    Code analysis

    Extracted from the source by best-effort static analysis (no code is executed); details may be incomplete.

    Views touched 1

    XML IDNameModelTypeStatus
    sale_workflow_process_view_form sale.order.form.automatic.auto.assign sale.workflow.process form Inherits sale_automatic_workflow.sale_workflow_process_view_form

    HTTP endpoints 0

    No HTTP endpoints found for this module.

    Models touched 3

    New fields (1)
    • sale_workflow_copy_mode Selection
      help="Controls whether the automatic workflow is propagated when a sale order is duplicated (this includes order splits):\n- Don't copy: the workflow is re-derived from the auto-assign rules only.\n- Copy: the origin workflow is always copied, auto-assign is not re-run.\n- Copy if auto-assign finds none: auto-assign runs first; the origin workflow is copied only when no workflow could be auto-assigned." ondelete={'copy_fallback': 'set default'} selection_add=[('copy_fallback', 'Copy if auto-assign finds none')]
    Public methods (0)

    No public methods.

    New fields (0)

    No new fields.

    Public methods (2)
    • copy(self, default=None)
    • create(self, vals_list)
      @api.model_create_multi

    New fields (3)
    • auto_assign Boolean
      help='When enabled the workflow will be assigned at sales order creation, if the assignation domain below applies.' string='Auto assign'
    • auto_assign_domain Text
      string='Auto assign domain'
    • auto_assign_priority Integer
      default=10 help='Determines the priority of the workflow when auto-assigning. Lower numbers have higher priority.'
    Public methods (0)

    No public methods.