12. Automation and Workflows
by Daniel Reis, Alexandre Fayolle, Holger Brunn
Odoo Development Cookbook
- Odoo Development Cookbook
- Table of Contents
- Odoo Development Cookbook
- Credits
- About the Authors
- About the Reviewers
- www.PacktPub.com
- Preface
- 1. Installing the Odoo Development Environment
- 2. Managing Odoo Server Instances
- 3. Creating Odoo Modules
- 4. Application Models
- Introduction
- Defining the Model representation and order
- Adding data fields to a model
- Using a float field with configurable precision
- Adding a monetary field to a Model
- Adding relational fields to a Model
- Adding a hierarchy to a Model
- Adding constraint validations to a Model
- Adding computed fields to a Model
- Exposing Related fields stored in other models
- Adding dynamic relations using Reference fields
- Adding features to a Model using inheritance
- Using Abstract Models for reusable Model features
- Using Delegation inheritance to copy features to another Model
- 5. Basic Server Side Development
- Introduction
- Defining model methods and use the API decorators
- Reporting errors to the user
- Obtaining an empty recordset for a different model
- Creating new records
- Updating values of recordset records
- Searching for records
- Combining recordsets
- Filtering recordsets
- Traversing recordset relations
- Extending the business logic defined in a Model
- Extending write() and create()
- Customizing how records are searched
- 6. Advanced Server Side Development Techniques
- 7. Debugging and Automated Testing
- Introduction
- Producing server logs to help debug methods
- Using the Odoo shell to interactively call methods
- Using the Python debugger to trace method execution
- Writing tests for your module using YAML
- Writing tests for your module using Python unit tests
- Running server tests
- Using the Odoo Community Association maintainer quality tools
- 8. Backend Views
- Introduction
- Adding a menu item and window action
- Having an action open a specific view
- Adding content and widgets to a form view
- Adding buttons to forms
- Passing parameters to forms and actions: Context
- Defining filters on record lists: Domain
- List views
- Search views
- Changing existing views: View inheritance
- Document-style forms
- Dynamic form elements using attrs
- Embedded views
- Kanban views
- Show kanban cards in columns according to their state
- Calendar views
- Graph and pivot views
- QWeb reports
- 9. Module Data
- 10. Access Security
- 11. Internationalization
- 12. Automation and Workflows
- 13. Web Server Development
- 14. CMS Website Development
- 15. Web Client Development
- 16. Server Deployment
- Index
In this chapter, we will show cover the following topics:
- Using Kanban stages and features
- Creating server actions
- Adding messaging and tracking features
- Using Python code server actions
- Using automated actions on time conditions
- Using automated actions on event conditions
- Inspecting built-in workflows
Business applications are expected not only to store records, but also to manage business workflows. Odoo includes a workflow engine, but it is increasingly used less in later versions of the product. Instead, automation rules and Kanban boards are used whenever possible.
The automation rules are most relevant for customization than for new addon modules development, but developers should still be familiar with them. Doing so can avoid over-engineered business rules that could be implemented through functional customizations. Some of these techniques can also be used by power users or functional consultants to add some simpler process automation without the need to create custom addons.
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