[17.0][FW] sale_automatic_workflow: send invoice option

sale_automatic_workflow/README.rst

@@ -7,7 +7,7 @@ Sale Automatic Workflow
    !! This file is generated by oca-gen-addon-readme !!
    !! changes will be overwritten.                   !!
    !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
-   !! source digest: sha256:2e02c7c445382c52a5a523e511d78a5d40cecafe955493cbe280b78597066a5a
+   !! source digest: sha256:6c461bb0f25bae8120a4bba197db362e406de92f6fa19a1a3f8609971609b1f8
    !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
 
 .. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png

sale_automatic_workflow/data/automatic_workflow_data.xml

@@ -26,6 +26,14 @@
         >[('state', '=', 'draft'), ('posted_before', '=', False)]</field>
         <field name="user_id" ref="base.user_root" />
     </record>
+    <record id="automatic_workflow_send_invoice_filter" model="ir.filters">
+        <field name="name">Automatic Workflow Send Invoice Filter</field>
+        <field name="model_id">account.move</field>
+        <field
+            name="domain"
+        >[('state', '=', 'posted'), ('is_move_sent', '=', False), ('move_type', '=', 'out_invoice')]</field>
+        <field name="user_id" ref="base.user_root" />
+    </record>
     <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>
@@ -57,6 +65,11 @@
             name="validate_invoice_filter_id"
             eval="automatic_workflow_validate_invoice_filter"
         />
+        <field name="send_invoice" eval="1" />
+        <field
+            name="send_invoice_filter_id"
+            eval="automatic_workflow_send_invoice_filter"
+        />
         <field name="invoice_date_is_order_date" eval="0" />
         <field name="sale_done" eval="0" />
         <field name="sale_done_filter_id" eval="automatic_workflow_sale_done_filter" />

sale_automatic_workflow/models/automatic_workflow_job.py

@@ -112,14 +112,43 @@
                     invoice.with_company(invoice.company_id), validate_invoice_filter
                 )
 
+    def _do_send_invoice(self, invoice, domain_filter):
+        """Validate an invoice, filter ensure no duplication"""
+        if not self.env["account.move"].search_count(
+            [("id", "=", invoice.id)] + domain_filter
+        ):
+            return f"{invoice.display_name} {invoice} job bypassed"
+
+        move_template = self.env.ref("account.email_template_edi_invoice")
+        invoice_send_wizard = (
+            self.env["account.move.send"]
+            .with_context(active_model="account.move", active_ids=invoice.ids)
+            .create({"checkbox_download": False, "mail_template_id": move_template.id})
+        )
+
+        invoice_send_wizard.action_send_and_print(force_synchronous=True)
+
+        return f"{invoice.display_name} {invoice} sent invoice successfully"
+
+    @api.model
+    def _send_invoices(self, send_invoice_filter):
+        move_obj = self.env["account.move"]
+        invoices = move_obj.search(send_invoice_filter)
+        _logger.debug("Invoices to send: %s", invoices.ids)
+        for invoice in invoices:
+            with savepoint(self.env.cr):
+                self._do_send_invoice(
+                    invoice.with_company(invoice.company_id), send_invoice_filter
+                )
+
     def _do_sale_done(self, sale, domain_filter):
-        """Lock a sales order, filter ensure no duplication"""
+        """Set a sales order to done, filter ensure no duplication"""
         if not self.env["sale.order"].search_count(
             [("id", "=", sale.id)] + domain_filter
         ):
             return f"{sale.display_name} {sale} job bypassed"
-        sale.action_lock()
-        return f"{sale.display_name} {sale} locked successfully"
+        sale.action_done()
+        return f"{sale.display_name} {sale} set done successfully"
 
     @api.model
     def _sale_done(self, sale_done_filter):
@@ -194,6 +223,10 @@
                 safe_eval(sale_workflow.validate_invoice_filter_id.domain)
                 + workflow_domain
             )
+        if sale_workflow.send_invoice:
+            self._send_invoices(
+                safe_eval(sale_workflow.send_invoice_filter_id.domain) + workflow_domain
+            )
         if sale_workflow.sale_done:
             self._sale_done(
                 safe_eval(sale_workflow.sale_done_filter_id.domain) + workflow_domain

sale_automatic_workflow/models/sale_workflow_process.py

@@ -45,6 +45,15 @@ def _default_filter(self, xmlid):
         string="Validate Invoice Filter Domain",
         related="validate_invoice_filter_id.domain",
     )
+    send_invoice = fields.Boolean()
+    send_invoice_filter_domain = fields.Text(
+        string="Send Invoice Filter Domain",
+        related="send_invoice_filter_id.domain",
+    )
+    validate_picking = fields.Boolean(string="Confirm and Transfer Picking")
+    picking_filter_domain = fields.Text(
+        string="Picking Filter Domain", related="picking_filter_id.domain"
+    )
     invoice_date_is_order_date = fields.Boolean(
         string="Force Invoice Date",
         help="When checked, the invoice date will be " "the same than the order's date",
@@ -79,6 +88,13 @@ def _default_filter(self, xmlid):
             "sale_automatic_workflow.automatic_workflow_order_filter"
         ),
     )
+    picking_filter_id = fields.Many2one(
+        "ir.filters",
+        string="Picking Filter",
+        default=lambda self: self._default_filter(
+            "sale_automatic_workflow.automatic_workflow_picking_filter"
+        ),
+    )
     create_invoice_filter_id = fields.Many2one(
         "ir.filters",
         string="Create Invoice Filter",
@@ -93,6 +109,13 @@ def _default_filter(self, xmlid):
             "sale_automatic_workflow." "automatic_workflow_validate_invoice_filter"
         ),
     )
+    send_invoice_filter_id = fields.Many2one(
+        "ir.filters",
+        string="Send Invoice Filter",
+        default=lambda self: self._default_filter(
+            "sale_automatic_workflow." "automatic_workflow_send_invoice_filter"
+        ),
+    )
     sale_done_filter_id = fields.Many2one(
         "ir.filters",
         string="Sale Done Filter",

sale_automatic_workflow/static/description/index.html

@@ -8,10 +8,11 @@
 
 /*
 :Author: David Goodger ([email protected])
-:Id: $Id: html4css1.css 8954 2022-01-20 10:10:25Z milde $
+:Id: $Id: html4css1.css 9511 2024-01-13 09:50:07Z milde $
 :Copyright: This stylesheet has been placed in the public domain.
 
 Default cascading style sheet for the HTML output of Docutils.
+Despite the name, some widely supported CSS2 features are used.
 
 See https://docutils.sourceforge.io/docs/howto/html-stylesheets.html for how to
 customize this style sheet.
@@ -274,7 +275,7 @@
   margin-left: 2em ;
   margin-right: 2em }
 
-pre.code .ln { color: grey; } /* line numbers */
+pre.code .ln { color: gray; } /* line numbers */
 pre.code, code { background-color: #eeeeee }
 pre.code .comment, code .comment { color: #5C6576 }
 pre.code .keyword, code .keyword { color: #3B0D06; font-weight: bold }
@@ -300,7 +301,7 @@
 span.pre {
   white-space: pre }
 
-span.problematic {
+span.problematic, pre.problematic {
   color: red }
 
 span.section-subtitle {
@@ -366,7 +367,7 @@ <h1 class="title">Sale Automatic Workflow</h1>
 !! This file is generated by oca-gen-addon-readme !!
 !! changes will be overwritten.                   !!
 !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
-!! source digest: sha256:2e02c7c445382c52a5a523e511d78a5d40cecafe955493cbe280b78597066a5a
+!! source digest: sha256:6c461bb0f25bae8120a4bba197db362e406de92f6fa19a1a3f8609971609b1f8
 !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
 <p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/sale-workflow/tree/17.0/sale_automatic_workflow"><img alt="OCA/sale-workflow" src="https://img.shields.io/badge/github-OCA%2Fsale--workflow-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/sale-workflow-17-0/sale-workflow-17-0-sale_automatic_workflow"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/sale-workflow&amp;target_branch=17.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
 <p>Create workflows with more or less automatization and apply it on sales
@@ -450,7 +451,9 @@ <h2><a class="toc-backref" href="#toc-entry-5">Other credits</a></h2>
 <div class="section" id="maintainers">
 <h2><a class="toc-backref" href="#toc-entry-6">Maintainers</a></h2>
 <p>This module is maintained by the OCA.</p>
-<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
+<a class="reference external image-reference" href="https://odoo-community.org">
+<img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" />
+</a>
 <p>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.</p>

sale_automatic_workflow/tests/common.py

@@ -13,13 +13,28 @@ class TestCommon(TransactionCase):
     def setUpClass(cls):
         super().setUpClass()
         cls.env = cls.env(context=dict(cls.env.context, tracking_disable=True))
+        cls.user = cls.env["res.users"].create(
+            {
+                "name": "Sales Person",
+                "login": "salesperson",
+                "password": "salesperson",
+                "groups_id": [
+                    (4, cls.env.ref("sales_team.group_sale_manager").id),
+                    (4, cls.env.ref("account.group_account_manager").id),
+                ],
+            }
+        )
+        cls.user.partner_id.email = "[email protected]"
 
 
 class TestAutomaticWorkflowMixin:
     def create_sale_order(self, workflow, override=None, product_type="consu"):
         sale_obj = self.env["sale.order"]
 
-        partner_values = {"name": "Imperator Caius Julius Caesar Divus"}
+        partner_values = {
+            "name": "Imperator Caius Julius Caesar Divus",
+            "email": "[email protected]",
+        }
         partner = self.env["res.partner"].create(partner_values)
 
         product_values = {"name": "Bread", "list_price": 5, "type": product_type}
@@ -54,6 +69,7 @@ def create_full_automatic(self, override=None):
                 "validate_order": True,
                 "create_invoice": True,
                 "validate_invoice": True,
+                "send_invoice": True,
                 "invoice_date_is_order_date": True,
             }
         )

sale_automatic_workflow/tests/test_automatic_workflow.py

@@ -1,16 +1,20 @@
 # Copyright 2014 Camptocamp SA (author: Guewen Baconnier)
 # License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
 
+import logging
 from datetime import timedelta
 from unittest import mock
 
 from odoo import fields
 from odoo.tests import tagged
+from odoo.tools.safe_eval import safe_eval
 
 from .common import TestAutomaticWorkflowMixin, TestCommon
 
+_logger = logging.getLogger(__name__)
 
-@tagged("post_install", "-at_install")
+
+@tagged("post_install", "-at_install", "mail_composer")
 class TestAutomaticWorkflow(TestCommon, TestAutomaticWorkflowMixin):
     def setUp(self):
         super().setUp()
@@ -152,3 +156,67 @@ def test_automatic_sale_order_confirmation_mail(self):
                 lambda x: x.subtype_id == self.env.ref("mail.mt_comment")
             )
         )
+
+    def test_automatic_invoice_send_mail(self):
+        workflow = self.create_full_automatic()
+        workflow.send_invoice = False
+        sale = self.create_sale_order(workflow)
+        sale.user_id = self.user.id
+        sale._onchange_workflow_process_id()
+        self.run_job()
+        invoice = sale.invoice_ids
+        invoice.message_subscribe(partner_ids=[invoice.partner_id.id])
+        invoice.company_id.invoice_is_email = True
+        previous_message_ids = invoice.message_ids
+        workflow.send_invoice = True
+        sale._onchange_workflow_process_id()
+        self.run_job()
+
+        new_messages = self.env["mail.message"].search(
+            [
+                ("id", "in", invoice.message_ids.ids),
+                ("id", "not in", previous_message_ids.ids),
+            ]
+        )
+
+        self.assertTrue(
+            new_messages.filtered(
+                lambda x: x.subtype_id == self.env.ref("mail.mt_comment")
+            )
+        )
+
+    def test_job_bypassing(self):
+        workflow = self.create_full_automatic()
+        workflow_job = self.env["automatic.workflow.job"]
+        sale = self.create_sale_order(workflow)
+        sale._onchange_workflow_process_id()
+
+        create_invoice_filter = [
+            ("state", "in", ["sale", "done"]),
+            ("invoice_status", "=", "to invoice"),
+            ("workflow_process_id", "=", sale.workflow_process_id.id),
+        ]
+        order_filter = safe_eval(workflow.order_filter_id.domain)
+        validate_invoice_filter = safe_eval(workflow.validate_invoice_filter_id.domain)
+        send_invoice_filter = safe_eval(workflow.send_invoice_filter_id.domain)
+
+        # Trigger everything, then check if sale and invoice jobs are bypassed
+        self.run_job()
+
+        invoice = sale.invoice_ids
+
+        res_so_validate = workflow_job._do_validate_sale_order(sale, order_filter)
+        # TODO send confirmation bypassing is not working yet, needs fix
+        workflow_job._do_send_order_confirmation_mail(sale)
+        res_create_invoice = workflow_job._do_create_invoice(
+            sale, create_invoice_filter
+        )
+        res_validate_invoice = workflow_job._do_validate_invoice(
+            invoice, validate_invoice_filter
+        )
+        res_send_invoice = workflow_job._do_send_invoice(invoice, send_invoice_filter)
+
+        self.assertIn("job bypassed", res_so_validate)
+        self.assertIn("job bypassed", res_create_invoice)
+        self.assertIn("job bypassed", res_validate_invoice)
+        self.assertIn("job bypassed", res_send_invoice)

sale_automatic_workflow/views/sale_workflow_process_views.xml

@@ -160,6 +160,44 @@
                                 </div>
                             </div>
                         </div>
+                        <div class="row">
+                            <div class="col-sm-4">
+                                <label
+                                    for="send_invoice"
+                                    class="col-lg-7 o_light_label"
+                                />
+                                <field name="send_invoice" nolabel="1" />
+                            </div>
+                            <div class="col-sm-8">
+                                <label
+                                    for="send_invoice_filter_id"
+                                    required="send_invoice"
+                                    invisible="not send_invoice"
+                                />
+                                <div
+                                    required="send_invoice"
+                                    invisible="not send_invoice"
+                                >
+                                    <field
+                                        name="send_invoice_filter_domain"
+                                        widget="domain"
+                                        invisible="not send_invoice_filter_id"
+                                        options="{'model': 'account.move'}"
+                                    />
+                                    <div class="oe_edit_only oe_inline">
+                                        Set selection based on a search filter:
+                                        <field
+                                            name="send_invoice_filter_id"
+                                            domain="[('model_id', '=', 'account.move')]"
+                                            class="oe_inline"
+                                            context="{'default_model_id': 'account.move', 'default_active': False, 'active_test': False}"
+                                            can_create="true"
+                                            can_write="true"
+                                        />
+                                    </div>
+                                </div>
+                            </div>
+                        </div>
                         <div class="row">
                             <div class="col-sm-4">
                                 <label