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automation_oca

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Purpose

Automates event-driven workflows on Odoo mail-threaded models by orchestrating mails, activities, and server actions.

Features

automation.configuration: Lets administrators design automation workflows on mail-threaded models with reusable domains, optional uniqueness fields, tags, and periodic or on-demand activation states.
automation.configuration: Creates automation records for eligible resources via scheduled cron jobs, instantiating initial steps according to workflow definitions.
automation.configuration: Aggregates counts of tests, running records, completed steps, activities, and tracked clicks to monitor workflow performance.
automation.configuration: Imports automation definitions from JSON attachments, recreating referenced templates, activity types, and server actions when absent.
automation.configuration.export: Offers a wizard that packages a configuration into a downloadable JSON file for reuse.
automation.configuration.step: Supports hierarchical workflow steps with optional domain inheritance, varied trigger types, expiry rules, and scheduling based on offsets or record dates.
automation.configuration.step: Generates recent execution metrics, including daily done-versus-error charts, to analyse step performance.
automation.record: Enforces access through the underlying business records, flags orphaned targets, and only exposes automation entries to authorized users.
automation.record.step: Executes scheduled steps by sending templated mails, scheduling activities, or launching server actions, then spawns child steps when trigger conditions are met.
automation.record.step: Monitors mail and activity outcomes to update status, activate follow-up triggers, handle expiry or rejection, and allow manual retries.
automation.record.step: Schedules cron triggers for future executions and runs steps immediately when configured with negative offsets.
link.tracker.click: Associates tracked clicks with automation steps, deduplicates per recipient IP, and marks related mails as opened and clicked.
mail.mail: Appends signed tracking pixels and enriches shortened URLs with automation identifiers in outgoing emails.
mail.activity: Notifies automation steps when linked activities are completed or cancelled so downstream triggers respond appropriately.
mail.thread: Captures bounces and replies using message headers to update automation mail statuses for open, reply, or bounce events.
mail.compose.message: Propagates the automation step identifier to generated mail records during mass mailing.
automation.configuration.test: Lets users spawn test automation records for chosen resources without sending live communications.
automation.filter: Stores reusable domain filters on mail-threaded models for quick assignment in automation configurations.
automation.tag: Provides coloured tags to categorise automation configurations.
mail_tracking: Exposes public routes that verify signed tokens to log opens and redirect tracked links for automation emails.
cron: Defines scheduled jobs that periodically create automation records and execute due automation steps.