Sale Automatic Workflow Auto Assign

sale_automatic_workflow_auto_assign · OCA/sale-workflow

    Repository
    OCA/sale-workflow · module folder · Try on Runboat
    Module version
    1.1.0
    Category
    Sales Management
    Folder size
    0.04 MB
    License
    AGPL-3
    Application
    No
    Auto-installable
    No
    Website
    https://github.com/OCA/sale-workflow
    Last tracking update
    2026-07-28 12:13:56
    Authors
    Odoo Community Association (OCA), Camptocamp
    Maintainers
    Odoo Community Association (OCA), Camptocamp
    Committers
    OCA-git-bot, oca-ci, David Gallay
    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
    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.

    Code Analysis ⓘ

    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.