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[MIG][9.0] sale automatic workflow #291
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db81f0a
[ADD] add sale_automatic_workflow, a module to automatized the sale o…
sebastienbeau 6d7d798
[IMP] sale_automatic_workflow : add default value for workflow method
sebastienbeau ed2897c
[FIX] sale_automatic_workflow : fix invoice creation from picking
4e03eca
[IMP] sale_automatic_workflow: redesign of sale order view
guewen 330890d
[FIX] sale_automatic_workflow : add missing security rule
sebastienbeau 292253c
[FIX] sale_automatic_workflow : reconciled should be done by the cron…
sebastienbeau fe905d5
[FIX] sale_automatic_wokflow : fix the option force invoice date, ind…
sebastienbeau f1cffff
[REF] refactor/clean code due to orm change in 6.1
sebastienbeau fe029c2
[MERGE] sale_automatic_workflow : merge fix
sebastienbeau 99eb228
[IMP] sale_automatic_workflow : use context manager for intermediary …
sebastienbeau fefbdf8
[IMP] sale_automatic_workflow : add doc string for commit_now and set…
sebastienbeau f6d8c47
Ir.cron protected by a noupdate flag.
7bae3fd
[IMP] sale_automatic_workflow : invoice validation and reconciliation…
sebastienbeau ad5abee
[REF] import the commit_now from framework_helpers as it have been ex…
sebastienbeau 667519b
[FIX] Open a new cursor before commiting it, thanks to Guewen ideas
sebastienbeau 0e69e25
[IMP] set correctly the version number 6.1.X
sebastienbeau 80f032a
[IMP] sale_automatic_workflow: improve invoice reconciliation by supp…
sebastienbeau 15a03ed
[MIGR] sale_automatic_workflow: move code in the correct file
sebastienbeau dca55ab
[MIGR] sale_automatic_workflow: migration module to V7
sebastienbeau a782f2d
[FIX] sale_automatic_workflow: replace dependencies on sale_quick_pay…
guewen 3f4a9c7
[IMP] sale_automatic_worflow: reconcile with the move lines instead o…
guewen 0f7fe0a
[IMP] sale_automatic_workflow: review
guewen fd13fb9
[FIX] since openerp 7, the crons callee have their own cr, so we don'…
guewen ca9857c
[IMP] review the workflow job, get rid of the framework helpers depen…
guewen f719a6e
[FIX] remove the field 'validate_manufactoring_order', not implemente…
guewen 8fc6248
[IMP] use an onchange to apply the default values (connectors will ha…
guewen 2ba6384
[FIX] rename onchange_workflow_process to onchange_workflow_process_id
guewen 8b580fc
[IMP] sale_automatic_workflow: use the same words than openerp for or…
guewen aa7a560
[IMP] sale_automatic_workflow: display the workflow below the payment…
guewen bfde4e9
[IMP] sale_automatic_workflow: the onchange apply the workflow
guewen 5eb53a0
[FIX] forbid the unlink of a workflow used by a sale order
guewen 86646fe
[REF] sale_automatic_workflow: remove the field 'days_before_cancel',…
guewen 5008308
[CHG] sale_automatic_workflow: 'validate_order' is now a boolean, bec…
guewen 710a2a3
[FIX] noupdate on the automatic workflow
guewen be1441b
[FIX] the workflow_process_id is not transferred to picking, due to a…
guewen 7d294c7
[ADD] sale_automatic_workflow: automatic validation of sales orders a…
guewen ad75681
[IMP] better field descriptions (respect the sale order ones) and cha…
guewen 379177e
[FIX] _prepare_invoice is called on stock.picking and not on stock.pi…
guewen b48220a
[IMP] rename Sale Workflow Method to Automatic Workflow
guewen 43a7df6
[FIX] updated base data according to last change and addded a manual …
guewen 8793ab6
[FIX] do not activate force invoice date in the base workflows
guewen 15c2831
[ADD] sale_automatic_workflow: french translation
guewen ded8e74
[FIX] when a sale order is in exception we should stop to try to vali…
sebastienbeau 79cca0d
[FIX] use explicit relative import, use standard orm.Model
guewen fba0ac2
[FIX] the exception variable (e) is not used
guewen 00f223c
[ADD] authorship
guewen 738a255
[FIX] unused import
guewen aa9a010
[CHG] use isinstance rather than hasattr
guewen f969802
[IMP] docstring of sale.workflow.process
guewen 1dd18e4
[FIX] fr_FR.po files not loaded, should be named fr.po
guewen a537c0b
[REF] adapte sale_automatic_workflow due to the change as sale order …
sebastienbeau e8e8d24
[IMP] sle_automatic_workflow : add partial reconciliation
sebastienbeau 606a8f1
[ADD] Camptocamp as author alongside Akretion
guewen 4fd941b
[FIX] remove dependency on sale_exception and give the posibility to …
sebastienbeau 623ccdc
[MRG] from master
guewen 0be193a
[FIX] remove dependency on sale_exception and give the posibility to …
sebastienbeau ba1670d
[IMP] the option to create an invoice now allows to choose if it is c…
guewen b6fdcdb
[FIX] missing argument in _get_sum_... methods, sale_order.payment_id…
guewen ad0ece7
use method to get the move lines
guewen 43da0a6
Tranlations es for modules
albertofl 39167fd
set the flag 'installable' to False on the modules
guewen f54dd5e
move modules to migrate in __unported__
guewen 469ee6a
Fix flake8 errors
guewen bee7a7b
Shorten long lines with > 79 chars
guewen d3ff346
Remaining long lines in sale_automatic_workflow/__init__.py
guewen 78fbb20
[ADD] display a warning related to a wkfl process
rdeheele 9d65741
[UPD] updates help on warning field
rdeheele 51feec1
String statement has no effect: move the docstring above the imports
guewen 8eb0cd5
Merge 7.0 into 8.0
guewen ec6b856
Move sale_automatic_workflow from __unported__ to root folder
guewen fcbe942
Set sale_automatic_workflow to installable
guewen 9eac95a
Extract module's description in README.rst
guewen 463162e
Remove dependency on sale_payment_method
guewen 796d291
Remove changes to the model payment.method
guewen 721e2b1
Remove what depends on sale_payment_method
guewen fedf55f
Started to implement a test
guewen f26799c
stock.picking.out has passed away and methods have changed
guewen e4ce5ad
Add a page for the Automation information
guewen b2406eb
Deprecated comment
guewen fa04355
Test fails on the last assert
guewen 4183e82
Check if invoice is generated and opened
guewen 0bdf16d
Propagate the workflow to the picking
guewen 8a900c8
New API for sale.workflow.process
guewen c025f41
New api account.invoice
guewen 38509e4
New API for sale.order
guewen 9587b25
New API for stock.picking
guewen 199fcd6
Rename stock.py to stock_picking.py
guewen 6f965bb
remove dead xml
guewen 478e9fd
New api for automatic.workflow.job
guewen 525ddc9
Add tests for propagation of date and workflow
guewen 5f205a2
Put fields in groups so the labels are displayed
guewen 27125f4
Updated pot and fr.po
guewen 3376a2f
Unused import
guewen a887e78
Typo, added an uppercase
guewen fd1c5e6
Do not propagate sale sale automatic workflow when several orders are…
guewen a638e9e
Add OCA as author of OCA addons
gurneyalex fc0dc18
[FIX] change called method to confirm sale orders
bguillot 51148a1
Merge pull request #32 from guewen/8.0-sale_automatic_worflow-many-so
pedrobaeza e5f169b
Add missing default oca icons
yvaucher 3d3b0f9
[IMP] add relation to sales team
damdam-s c02b620
[IMP] add group base.group_multi_salesteams on 'section_id' fields in…
damdam-s 4ae6c83
[UPD] prefix versions with 8.0
sbidoul 541bbaa
OCA Transbot updated translations from Transifex
oca-transbot 2cf296e
OCA Transbot updated translations from Transifex
oca-transbot b1d1436
sale_automatic_workflow : create invoice for sale with only product s…
b48fda0
OCA Transbot updated translations from Transifex
oca-transbot e4b0d8d
Merge pull request #254 from acsone/8.0-sale_automatic_workflow_creat…
pedrobaeza 5bc41d7
sale_automatic_workflow : add default journal on workflow process
157a163
OCA Transbot updated translations from Transifex
oca-transbot 4490693
Merge branch '8.0-extract' into 9.0-sale_automatic_workflow
atchuthan 80fcfcb
[WIP] : Automated Workflows
xavier-dass 4bce919
[FIX] fixed conventions
atchuthan b23c2e2
[FIX] modified data file
atchuthan 0760eb4
[FIX] corrections and modified test
atchuthan ffbfb6a
[FIX] modified filter usage
atchuthan 218f900
[FIX] modified filter usage
atchuthan 061300d
[FIX] separated payment portion
atchuthan a41b0db
[FIX] corrections
atchuthan e08a7ac
[MVD] moved payment filter to sale_automatic_workflow_payment_mode
atchuthan 7a2414c
Fix default filters
guewen ca9257c
Merge pull request #1 from guewen/sodexis-9.0-sale_automatic_workflow
atchuthan File filter
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.. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg | ||
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html | ||
:alt: License: AGPL-3 | ||
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======================= | ||
Sale Automatic Workflow | ||
======================= | ||
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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: | ||
* Packing Policy (partial, complete) | ||
* Shipping Policy (prepaid, manual, postpaid, picking) | ||
* Invoice On (ordered quantities, shipped quantities) | ||
* Set the invoice's date to the sale order's date | ||
* Set a sales team | ||
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- Apply automatic actions: | ||
* Validate the order (only if paid, always, never) | ||
* 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. | ||
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. Could you apply the OCA's template? https://raw.githubusercontent.com/OCA/maintainer-tools/master/template/module/README.rst |
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Usage | ||
===== | ||
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To use this module, you need to: | ||
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.. image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas | ||
:alt: Try me on Runbot | ||
:target: https://runbot.odoo-community.org/runbot/167/9.0 | ||
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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 smashing it by providing a detailed and welcomed feedback. | ||
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Credits | ||
======= | ||
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Images | ||
------ | ||
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* Odoo Community Association: `Icon <https://github.com/OCA/maintainer-tools/blob/master/template/module/static/description/icon.svg>`_. | ||
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Contributors | ||
------------ | ||
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* Guewen Baconnier | ||
* Beau Sebastien | ||
* Leonardo Pistone | ||
* Stéphane Bidoul | ||
* Damien Crier | ||
* Alexandre Fayolle | ||
* Sodexis | ||
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Maintainer | ||
---------- | ||
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.. image:: https://odoo-community.org/logo.png | ||
:alt: Odoo Community Association | ||
:target: https://odoo-community.org | ||
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This module is maintained by the OCA. | ||
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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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To contribute to this module, please visit https://odoo-community.org. |
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# -*- coding: utf-8 -*- | ||
# © 2011 Akretion Sébastien BEAU <sebastien.beau@akretion.com> | ||
# © 2013 Camptocamp SA (author: Guewen Baconnier) | ||
# © 2016 Sodexis | ||
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). | ||
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from . import models |
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# -*- coding: utf-8 -*- | ||
# © 2011 Akretion Sébastien BEAU <sebastien.beau@akretion.com> | ||
# © 2013 Camptocamp SA (author: Guewen Baconnier) | ||
# © 2016 Sodexis | ||
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). | ||
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{ | ||
'name': 'Sale Automatic Workflow', | ||
'version': '9.0.1.0.0', | ||
'category': 'Sales Management', | ||
'license': 'AGPL-3', | ||
'author': "Akretion,Camptocamp,Sodexis,Odoo Community Association (OCA)", | ||
'website': 'http://www.akretion.com/', | ||
'depends': ['sale_stock', 'sales_team', | ||
], | ||
'data': ['views/sale_view.xml', | ||
'views/sale_workflow_process_view.xml', | ||
'data/automatic_workflow_data.xml', | ||
'security/ir.model.access.csv', | ||
], | ||
'installable': True, | ||
} |
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<?xml version="1.0" encoding="utf-8"?> | ||
<!-- | ||
sale_automatic_workflow for OpenERP | ||
Copyright (C) 2011 Akretion Sébastien BEAU <sebastien.beau@akretion.com> | ||
The licence is in the file __openerp__.py | ||
--> | ||
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<odoo> | ||
<data noupdate="1"> | ||
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<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> | ||
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<record id="automatic_workflow_picking_filter" model="ir.filters"> | ||
<field name="name">Automatic Workflow Picking Filter</field> | ||
<field name="model_id">stock.picking</field> | ||
<field name="domain">[('state', 'in', ['draft', 'confirmed', 'assigned'])]</field> | ||
<field name="user_id" ref="base.user_root"/> | ||
</record> | ||
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<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','in',['sale','done']),('invoice_status','=','to invoice')]</field> | ||
<field name="user_id" ref="base.user_root"/> | ||
</record> | ||
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<record id="automatic_workflow_validate_invoice_filter" model="ir.filters"> | ||
<field name="name">Automatic Workflow Validate Invoice Filter</field> | ||
<field name="model_id">account.invoice</field> | ||
<field name="domain">[('state', '=', 'draft')]</field> | ||
<field name="user_id" ref="base.user_root"/> | ||
</record> | ||
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<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> | ||
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<record id="automatic_validation" model="sale.workflow.process"> | ||
<field name="name">Automatic</field> | ||
<field name="picking_policy">one</field> | ||
<field name="validate_order" 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="validate_picking" eval="1" /> | ||
<field name="picking_filter_id" eval="automatic_workflow_picking_filter"/> | ||
<field name="sale_done" eval="0"/> | ||
<field name="sale_done_filter_id" eval="automatic_workflow_sale_done_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> | ||
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<record id="manual_validation" model="sale.workflow.process"> | ||
<field name="name">Manual</field> | ||
<field name="picking_policy">one</field> | ||
<field name="validate_order" eval="0"/> | ||
<field name="validate_invoice" eval="0" /> | ||
<field name="invoice_date_is_order_date" eval="0" /> | ||
<field name="validate_picking" 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="picking_filter_id" eval="automatic_workflow_picking_filter"/> | ||
<field name="sale_done_filter_id" eval="automatic_workflow_sale_done_filter"/> | ||
</record> | ||
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<record forcecreate="True" id="ir_cron_automatic_workflow_job" model="ir.cron"> | ||
<field name="name">Automatic Workflow Job</field> | ||
<field eval="True" name="active"/> | ||
<field name="user_id" ref="base.user_root"/> | ||
<field name="interval_number">1</field> | ||
<field name="interval_type">minutes</field> | ||
<field name="numbercall">-1</field> | ||
<field eval="False" name="doall"/> | ||
<field eval="'automatic.workflow.job'" name="model"/> | ||
<field eval="'run'" name="function"/> | ||
<field eval="'()'" name="args"/> | ||
</record> | ||
</data> | ||
</odoo> |
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@pedrobaeza @sergio-teruel take a look for Prestashoperpconnect