Initial commit: OCA Technical packages (595 packages)

odoo-bringout-oca-automation-automation_oca/README.md

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+# Automation Oca
+
+Odoo addon: automation_oca
+
+## Installation
+
+```bash
+pip install odoo-bringout-oca-automation-automation_oca
+```
+
+## Dependencies
+
+This addon depends on:
+- mail
+- link_tracker
+
+## Manifest Information
+
+- **Name**: Automation Oca
+- **Version**: 16.0.1.5.5
+- **Category**: Automation
+- **License**: AGPL-3
+- **Installable**: False
+
+## Source
+
+Based on [OCA/automation](https://github.com/OCA/automation) branch 16.0, addon `automation_oca`.
+
+## License
+
+This package maintains the original AGPL-3 license from the upstream Odoo project.
+
+## Documentation
+
+- Overview: doc/OVERVIEW.md
+- Architecture: doc/ARCHITECTURE.md
+- Models: doc/MODELS.md
+- Controllers: doc/CONTROLLERS.md
+- Wizards: doc/WIZARDS.md
+- Install: doc/INSTALL.md
+- Usage: doc/USAGE.md
+- Configuration: doc/CONFIGURATION.md
+- Dependencies: doc/DEPENDENCIES.md
+- Troubleshooting: doc/TROUBLESHOOTING.md
+- FAQ: doc/FAQ.md

odoo-bringout-oca-automation-automation_oca/automation_oca/README.rst

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+.. image:: https://odoo-community.org/readme-banner-image
+   :target: https://odoo-community.org/get-involved?utm_source=readme
+   :alt: Odoo Community Association
+
+==============
+Automation Oca
+==============
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:bf7f94a060a16c6d36248bb970d9cbc5925480da1127a49bfb77208b1a1821e5
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
+    :target: https://odoo-community.org/page/development-status
+    :alt: Beta
+.. |badge2| image:: https://img.shields.io/badge/license-AGPL--3-blue.png
+    :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
+    :alt: License: AGPL-3
+.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fautomation-lightgray.png?logo=github
+    :target: https://github.com/OCA/automation/tree/16.0/automation_oca
+    :alt: OCA/automation
+.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
+    :target: https://translation.odoo-community.org/projects/automation-16-0/automation-16-0-automation_oca
+    :alt: Translate me on Weblate
+.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
+    :target: https://runboat.odoo-community.org/builds?repo=OCA/automation&target_branch=16.0
+    :alt: Try me on Runboat
+
+|badge1| |badge2| |badge3| |badge4| |badge5|
+
+This module allows to automate several process according to some rules.
+
+This is useful for creating automated actions on your database like:
+
+- Send a welcome email to all new partners (or filtered according to
+  some rules)
+- Remember to online customers that they forgot their basket with some
+  items
+- Send documents to sign to all new employees
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Usage
+=====
+
+Configure your processes
+------------------------
+
+1.  Access the ``Automation`` menu.
+2.  Create a new Automation Configuration.
+3.  Set the model and domains.
+4.  Go to Configuration -> Filters to create filters as a preconfigured
+    domains. Filters can be established in the proper field in the
+    Automation Configuration record.
+5.  Create the different steps by clicking the "ADD" button inside the
+    automation configuration form.
+6.  Create child steps by clicking the "Add child activity" at the
+    bottom of a created step.
+7.  
+8.  Select the kind of configuration you create. You can choose between:
+
+    - *Periodic configurations*: every 6 hours, a process will check if
+      new records need to be created.
+    - *On demand configurations*: user need to execute manually the job.
+
+9.  Press ``Start``.
+10. Inside the process, you can check all the created items.
+
+|Configuration Screenshot|
+
+Configuration of steps
+----------------------
+
+Steps can trigger one of the following options:
+
+- ``Mail``: Sends an email using a template.
+- ``Server Action``: Executes a server action.
+- ``Activity``: Creates an activity to the related record.
+
+All the steps need to specify the moment of execution. We will set the
+number of hours/days and a trigger type:
+
+- ``Start of workflow``: It will be executed at the
+  previously-configured time after we create the record.
+- ``Execution of another step``: It will be executed at the
+  previously-configured time after the previous step is finished
+  properly.
+- ``Mail opened``: It will be executed at the previously-configured time
+  after the mail from the previous step is opened.
+- ``Mail not opened``: It will be executed at the previously-configured
+  time after the mail from the previous step is sent if it is not opened
+  before this time.
+- ``Mail replied``: It will be executed at the previously-configured
+  time after the mail from the previous step is replied.
+- ``Mail not replied``: It will be executed at the previously-configured
+  time after the mail from the previous step is opened if it has not
+  been replied.
+- ``Mail clicked``: It will be executed at the previously-configured
+  time after the links of the mail from the previous step are clicked.
+- ``Mail not clicked``: It will be executed at the previously-configured
+  time after the mail from the previous step is opened and no links are
+  clicked.
+- ``Mail bounced``: It will be executed at the previously-configured
+  time after the mail from the previous step is bounced back for any
+  reason.
+- ``Activity has been finished``: It will be executed at the
+  previously-configured time after the activity from the previous action
+  is done.
+- ``Activity has not been finished``: It will be executed at the
+  previously-configured time after the previous action is executed if
+  the related activity is not done.
+
+Important to remember to define a proper template when sending the
+email. It will the template without using a notification template. Also,
+it is important to define correctly the text partner or email to field
+on the template
+
+Records creation
+----------------
+
+Records are created using a cron action. This action is executed every 6
+hours by default.
+
+Step execution
+--------------
+
+Steps are executed using a cron action. This action is executed every
+hour by default. On the record view, you can execute manually an action.
+
+There is a way to enforce step execution when finalize the previous one.
+If we set a negative value on the period, the execution will be
+immediate without a cron.
+
+.. |Configuration Screenshot| image:: https://raw.githubusercontent.com/OCA/automation/16.0/automation_oca/static/description/configuration.png
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues <https://github.com/OCA/automation/issues>`_.
+In case of trouble, please check there if your issue has already been reported.
+If you spotted it first, help us to smash it by providing a detailed and welcomed
+`feedback <https://github.com/OCA/automation/issues/new?body=module:%20automation_oca%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
+
+Do not contact contributors directly about support or help with technical issues.
+
+Credits
+=======
+
+Authors
+-------
+
+* Dixmit
+
+Contributors
+------------
+
+- Enric Tobella (`Dixmit <https://www.dixmit.com/>`__)
+
+Other credits
+-------------
+
+The development of this module has been financially supported by:
+
+- Associacion Española de Odoo (`AEODOO <https://www.aeodoo.org/>`__)
+
+Maintainers
+-----------
+
+This module is maintained by the OCA.
+
+.. image:: https://odoo-community.org/logo.png
+   :alt: Odoo Community Association
+   :target: https://odoo-community.org
+
+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.
+
+This module is part of the `OCA/automation <https://github.com/OCA/automation/tree/16.0/automation_oca>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

odoo-bringout-oca-automation-automation_oca/automation_oca/__init__.py

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+from . import controllers
+from . import models
+from . import wizards

odoo-bringout-oca-automation-automation_oca/automation_oca/__manifest__.py

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+# Copyright 2024 Dixmit
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+{
+    "name": "Automation Oca",
+    "summary": """
+        Automate actions in threaded models""",
+    "version": "16.0.1.5.5",
+    "license": "AGPL-3",
+    "category": "Automation",
+    "author": "Dixmit,Odoo Community Association (OCA)",
+    "website": "https://github.com/OCA/automation",
+    "depends": ["mail", "link_tracker"],
+    "data": [
+        "security/security.xml",
+        "security/ir.model.access.csv",
+        "views/menu.xml",
+        "wizards/automation_configuration_test.xml",
+        "views/automation_record.xml",
+        "views/automation_record_step.xml",
+        "views/automation_configuration_step.xml",
+        "views/automation_configuration.xml",
+        "views/link_tracker_clicks.xml",
+        "views/automation_filter.xml",
+        "views/automation_tag.xml",
+        "data/cron.xml",
+    ],
+    "assets": {
+        "web.assets_backend": [
+            "automation_oca/static/src/**/*.js",
+            "automation_oca/static/src/**/*.xml",
+            "automation_oca/static/src/**/*.scss",
+        ],
+    },
+    "demo": [
+        "demo/demo.xml",
+    ],
+}

odoo-bringout-oca-automation-automation_oca/automation_oca/controllers/__init__.py

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+from . import main

odoo-bringout-oca-automation-automation_oca/automation_oca/controllers/main.py

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+# Copyright 2024 Dixmit
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+import base64
+
+from werkzeug.exceptions import NotFound
+
+from odoo import http, tools
+from odoo.http import Response, request
+from odoo.tools import consteq
+
+
+class AutomationOCAController(http.Controller):
+    # ------------------------------------------------------------
+    # TRACKING
+    # ------------------------------------------------------------
+
+    @http.route(
+        "/automation_oca/track/<int:record_id>/<string:token>/blank.gif",
+        type="http",
+        auth="public",
+    )
+    def automation_oca_mail_open(self, record_id, token, **post):
+        """Email tracking. Blank item added.
+        We will return the blank item allways, but we will make the request only if
+        the data is correct"""
+        if consteq(
+            token,
+            tools.hmac(request.env(su=True), "automation_oca", record_id),
+        ):
+            request.env["automation.record.step"].sudo().browse(
+                record_id
+            )._set_mail_open()
+        response = Response()
+        response.mimetype = "image/gif"
+        response.data = base64.b64decode(
+            b"R0lGODlhAQABAIAAANvf7wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw=="
+            # This is the code of a blank small image
+        )
+
+        return response
+
+    @http.route(
+        "/r/<string:code>/au/<int:record_id>/<string:token>", type="http", auth="public"
+    )
+    def automation_oca_redirect(self, code, record_id, token, **post):
+        # don't assume geoip is set, it is part of the website module
+        # which mass_mailing doesn't depend on
+        country_code = request.geoip.get("country_code")
+        automation_record_step_id = False
+        if consteq(
+            token,
+            tools.hmac(request.env(su=True), "automation_oca", record_id),
+        ):
+            automation_record_step_id = record_id
+        request.env["link.tracker.click"].sudo().add_click(
+            code,
+            ip=request.httprequest.remote_addr,
+            country_code=country_code,
+            automation_record_step_id=automation_record_step_id,
+        )
+        redirect_url = request.env["link.tracker"].get_url_from_code(code)
+        if not redirect_url:
+            raise NotFound()
+        return request.redirect(redirect_url, code=301, local=False)

odoo-bringout-oca-automation-automation_oca/automation_oca/data/cron.xml

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+<?xml version="1.0" encoding="UTF-8" ?>
+<odoo noupdate="1">
+    <record forcecreate="True" id="cron_step_execute" model="ir.cron">
+        <field name="name">Automation: Execute scheduled activities</field>
+        <field name="model_id" ref="model_automation_record_step" />
+        <field name="state">code</field>
+        <field name="code">model._cron_automation_steps()</field>
+        <field name="user_id" ref="base.user_root" />
+        <field name="interval_number">1</field>
+        <field name="interval_type">hours</field>
+        <field name="numbercall">-1</field>
+        <field name="active" eval="True" />
+        <field name="doall" eval="False" />
+    </record>
+    <record forcecreate="True" id="cron_configuration_run" model="ir.cron">
+        <field name="name">Automation: Create records</field>
+        <field name="model_id" ref="model_automation_configuration" />
+        <field name="state">code</field>
+        <field name="code">model.cron_automation()</field>
+        <field name="user_id" ref="base.user_root" />
+        <field name="interval_number">6</field>
+        <field name="interval_type">hours</field>
+        <field name="numbercall">-1</field>
+        <field name="active" eval="True" />
+        <field name="doall" eval="False" />
+    </record>
+
+</odoo>

odoo-bringout-oca-automation-automation_oca/automation_oca/demo/demo.xml

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+<?xml version="1.0" encoding="UTF-8" ?>
+<odoo>
+    <record id="demo_tag_process" model="automation.tag">
+        <field name="name">Automatic Process</field>
+    </record>
+    <record id="demo_tag_demo" model="automation.tag">
+        <field name="name">Demo</field>
+    </record>
+
+    <record id="demo_bounce_action" model="ir.actions.server">
+        <field name="name">Blacklist Partner</field>
+        <field name="type">ir.actions.server</field>
+        <field name="state">code</field>
+        <field name="model_id" ref="base.model_res_partner" />
+        <field name="code">
+for record in records.filtered(lambda r: not r.is_blacklisted):
+    env["mail.blacklist"].create({"email": record.email})
+        </field>
+    </record>
+    <record id="demo_welcome_template" model="mail.template">
+        <field name="name">Welcome</field>
+        <field name="model_id" ref="base.model_res_partner" />
+        <field name="partner_to">{{object.id}}</field>
+        <field name="subject">Welcome! Thanks for being part of our database</field>
+        <field name="body_html" type="html">
+            <p>Welcome!</p>
+            <p>Thanks <t t-out="object.name" /> for becoming a contact.</p>
+            <p>Kind regards,</p>
+        </field>
+    </record>
+    <record id="demo_configuration_welcome" model="automation.configuration">
+        <field name="name">Welcome email</field>
+        <field name="model_id" ref="base.model_res_partner" />
+        <field
+            name="tag_ids"
+            eval="[(4, ref('demo_tag_process')), (4, ref('demo_tag_demo'))]"
+        />
+        <field name="field_id" ref="base.field_res_partner__email" />
+        <field
+            name="editable_domain"
+        >[ ("email", "!=", False), ("create_date", "&lt;=", datetime.datetime.now())]</field>
+    </record>
+    <record id="demo_configuration_welcome_send" model="automation.configuration.step">
+        <field name="name">Send email</field>
+        <field name="configuration_id" ref="demo_configuration_welcome" />
+        <field name="step_type">mail</field>
+        <field name="trigger_interval">2</field>
+        <field name="mail_template_id" ref="demo_welcome_template" />
+    </record>
+    <record
+        id="demo_configuration_welcome_bounced"
+        model="automation.configuration.step"
+    >
+        <field name="name">Blacklist bounced</field>
+        <field name="configuration_id" ref="demo_configuration_welcome" />
+        <field name="step_type">action</field>
+        <field name="trigger_type">mail_bounce</field>
+        <field name="expiry" eval="True" />
+        <field name="expiry_interval">24</field>
+        <field name="parent_id" ref="demo_configuration_welcome_send" />
+        <field name="trigger_interval">1</field>
+        <field name="server_action_id" ref="demo_bounce_action" />
+    </record>
+</odoo>

odoo-bringout-oca-automation-automation_oca/automation_oca/models/__init__.py

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+from . import automation_configuration
+from . import automation_configuration_step
+from . import automation_record
+from . import automation_record_step
+from . import mail_mail
+from . import mail_thread
+from . import link_tracker
+from . import automation_filter
+from . import automation_tag
+from . import mail_activity

odoo-bringout-oca-automation-automation_oca/automation_oca/models/automation_configuration.py

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+# Copyright 2024 Dixmit
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+from collections import defaultdict
+
+from odoo import _, api, fields, models
+from odoo.exceptions import ValidationError
+from odoo.tools.safe_eval import (
+    datetime as safe_datetime,
+    dateutil as safe_dateutil,
+    safe_eval,
+    time as safe_time,
+)
+
+
+class AutomationConfiguration(models.Model):
+
+    _name = "automation.configuration"
+    _description = "Automation Configuration"
+    _inherit = ["mail.thread"]
+
+    name = fields.Char(required=True)
+    active = fields.Boolean(default=True)
+    tag_ids = fields.Many2many("automation.tag")
+    company_id = fields.Many2one("res.company")
+    domain = fields.Char(
+        required=True,
+        default="[]",
+        compute="_compute_domain",
+        help="""
+        Filter to apply
+        Following special variable can be used in filter :
+         * datetime
+         * dateutil
+         * time
+         * user
+         * ref """,
+    )
+    editable_domain = fields.Char(
+        required=True,
+        default="[]",
+        help="""Filter to apply
+        Following special variable can be used in filter :
+         * datetime
+         * dateutil
+         * time
+         * user
+         * ref """,
+    )
+    model_id = fields.Many2one(
+        "ir.model",
+        domain=[("is_mail_thread", "=", True)],
+        required=True,
+        ondelete="cascade",
+        help="Model where the configuration is applied",
+    )
+    filter_id = fields.Many2one("automation.filter")
+    filter_domain = fields.Binary(compute="_compute_filter_domain")
+    model = fields.Char(related="model_id.model")
+    field_id = fields.Many2one(
+        "ir.model.fields",
+        domain="[('model_id', '=', model_id), "
+        "('ttype', 'in', ['char', 'selection', 'integer', 'text', 'many2one'])]",
+        help="Used to avoid duplicates",
+    )
+    is_periodic = fields.Boolean(
+        help="Mark it if you want to make the execution periodic"
+    )
+    # The idea of flow of states will be:
+    # draft -> run       -> done -> draft (for periodic execution)
+    #       -> on demand -> done -> draft (for on demand execution)
+    state = fields.Selection(
+        [
+            ("draft", "Draft"),
+            ("periodic", "Periodic"),
+            ("ondemand", "On demand"),
+            ("done", "Done"),
+        ],
+        default="draft",
+        required=True,
+        group_expand="_group_expand_states",
+    )
+    automation_step_ids = fields.One2many(
+        "automation.configuration.step", inverse_name="configuration_id"
+    )
+    automation_direct_step_ids = fields.One2many(
+        "automation.configuration.step",
+        inverse_name="configuration_id",
+        domain=[("parent_id", "=", False)],
+    )
+    record_test_count = fields.Integer(compute="_compute_record_test_count")
+    record_count = fields.Integer(compute="_compute_record_count")
+    record_done_count = fields.Integer(compute="_compute_record_count")
+    record_run_count = fields.Integer(compute="_compute_record_count")
+    activity_mail_count = fields.Integer(compute="_compute_activity_count")
+    activity_action_count = fields.Integer(compute="_compute_activity_count")
+    click_count = fields.Integer(compute="_compute_click_count")
+    next_execution_date = fields.Datetime(compute="_compute_next_execution_date")
+
+    @api.depends("filter_id.domain", "filter_id", "editable_domain")
+    def _compute_domain(self):
+        for record in self:
+            record.domain = (
+                record.filter_id and record.filter_id.domain
+            ) or record.editable_domain
+
+    @api.depends()
+    def _compute_click_count(self):
+        data = self.env["link.tracker.click"].read_group(
+            [("automation_configuration_id", "in", self.ids)],
+            [],
+            ["automation_configuration_id"],
+            lazy=False,
+        )
+        mapped_data = {d["automation_configuration_id"][0]: d["__count"] for d in data}
+        for record in self:
+            record.click_count = mapped_data.get(record.id, 0)
+
+    @api.depends()
+    def _compute_activity_count(self):
+        data = self.env["automation.record.step"].read_group(
+            [
+                ("configuration_id", "in", self.ids),
+                ("state", "=", "done"),
+                ("is_test", "=", False),
+            ],
+            [],
+            ["configuration_id", "step_type"],
+            lazy=False,
+        )
+        mapped_data = defaultdict(lambda: {})
+        for d in data:
+            mapped_data[d["configuration_id"][0]][d["step_type"]] = d["__count"]
+        for record in self:
+            record.activity_mail_count = mapped_data[record.id].get("mail", 0)
+            record.activity_action_count = mapped_data[record.id].get("action", 0)
+
+    @api.depends()
+    def _compute_record_count(self):
+        data = self.env["automation.record"].read_group(
+            [("configuration_id", "in", self.ids), ("is_test", "=", False)],
+            [],
+            ["configuration_id", "state"],
+            lazy=False,
+        )
+        mapped_data = defaultdict(lambda: {})
+        for d in data:
+            mapped_data[d["configuration_id"][0]][d["state"]] = d["__count"]
+        for record in self:
+            record.record_done_count = mapped_data[record.id].get("done", 0)
+            record.record_run_count = mapped_data[record.id].get("periodic", 0)
+            record.record_count = sum(mapped_data[record.id].values())
+
+    @api.depends()
+    def _compute_record_test_count(self):
+        data = self.env["automation.record"].read_group(
+            [("configuration_id", "in", self.ids), ("is_test", "=", True)],
+            [],
+            ["configuration_id"],
+            lazy=False,
+        )
+        mapped_data = {d["configuration_id"][0]: d["__count"] for d in data}
+        for record in self:
+            record.record_test_count = mapped_data.get(record.id, 0)
+
+    @api.depends("model_id")
+    def _compute_filter_domain(self):
+        for record in self:
+            record.filter_domain = (
+                [] if not record.model_id else [("model_id", "=", record.model_id.id)]
+            )
+
+    @api.depends("state")
+    def _compute_next_execution_date(self):
+        for record in self:
+            if record.state == "periodic":
+                record.next_execution_date = self.env.ref(
+                    "automation_oca.cron_configuration_run"
+                ).nextcall
+            else:
+                record.next_execution_date = False
+
+    @api.onchange("filter_id")
+    def _onchange_filter(self):
+        self.model_id = self.filter_id.model_id
+
+    @api.onchange("model_id")
+    def _onchange_model(self):
+        self.editable_domain = []
+        self.filter_id = False
+        self.field_id = False
+        self.automation_step_ids = [(5, 0, 0)]
+
+    def start_automation(self):
+        self.ensure_one()
+        if self.state != "draft":
+            raise ValidationError(_("State must be in draft in order to start"))
+        self.state = "periodic" if self.is_periodic else "ondemand"
+
+    def done_automation(self):
+        self.ensure_one()
+        self.state = "done"
+
+    def back_to_draft(self):
+        self.ensure_one()
+        self.state = "draft"
+
+    def cron_automation(self):
+        for record in self.search([("state", "=", "periodic")]):
+            record.run_automation()
+
+    def _get_eval_context(self):
+        """Prepare the context used when evaluating python code
+        :returns: dict -- evaluation context given to safe_eval
+        """
+        return {
+            "ref": self.env.ref,
+            "user": self.env.user,
+            "time": safe_time,
+            "datetime": safe_datetime,
+            "dateutil": safe_dateutil,
+        }
+
+    def _get_automation_records_to_create(self):
+        """
+        We will find all the records that fulfill the domain but don't have a record created.
+        Also, we need to check by autencity field if defined.
+
+        In order to do this, we will add some extra joins on the query of the domain
+        """
+        eval_context = self._get_eval_context()
+        domain = safe_eval(self.domain, eval_context)
+        Record = self.env[self.model_id.model]
+        if self.company_id and "company_id" in Record._fields:
+            # In case of company defined, we add only if the records have company field
+            domain += [("company_id", "=", self.company_id.id)]
+        query = Record._where_calc(domain)
+        alias = query.left_join(
+            query._tables[Record._table],
+            "id",
+            "automation_record",
+            "res_id",
+            "automation_record",
+            "{rhs}.model = %s AND {rhs}.configuration_id = %s AND "
+            "({rhs}.is_test IS NULL OR NOT {rhs}.is_test)",
+            (Record._name, self.id),
+        )
+        query.add_where("{}.id is NULL".format(alias))
+        if self.field_id:
+            # In case of unicity field defined, we need to add this
+            # left join to find already created records
+            linked_tab = query.left_join(
+                query._tables[Record._table],
+                self.field_id.name,
+                Record._table,
+                self.field_id.name,
+                "linked",
+            )
+            alias2 = query.left_join(
+                linked_tab,
+                "id",
+                "automation_record",
+                "res_id",
+                "automation_record_linked",
+                "{rhs}.model = %s AND {rhs}.configuration_id = %s AND "
+                "({rhs}.is_test IS NULL OR NOT {rhs}.is_test)",
+                (Record._name, self.id),
+            )
+            query.add_where("{}.id is NULL".format(alias2))
+            from_clause, where_clause, params = query.get_sql()
+            # We also need to find with a group by in order to avoid duplication
+            # when we have both records created between two executions
+            # (first one has priority)
+            query_str = "SELECT {} FROM {} WHERE {}{}{}{} GROUP BY {}".format(
+                ", ".join([f'MIN("{next(iter(query._tables))}".id) as id']),
+                from_clause,
+                where_clause or "TRUE",
+                (" ORDER BY %s" % self.order) if query.order else "",
+                (" LIMIT %d" % self.limit) if query.limit else "",
+                (" OFFSET %d" % self.offset) if query.offset else "",
+                "%s.%s" % (query._tables[Record._table], self.field_id.name),
+            )
+        else:
+            query_str, params = query.select()
+        self.env.cr.execute(query_str, params)
+        return Record.browse([r[0] for r in self.env.cr.fetchall()])
+
+    def run_automation(self):
+        self.ensure_one()
+        if self.state not in ["periodic", "ondemand"]:
+            return
+        records = self.env["automation.record"]
+        for record in self._get_automation_records_to_create():
+            records |= self._create_record(record)
+        records.automation_step_ids._trigger_activities()
+
+    def _create_record(self, record, **kwargs):
+        return self.env["automation.record"].create(
+            self._create_record_vals(record, **kwargs)
+        )
+
+    def _create_record_vals(self, record, **kwargs):
+        return {
+            **kwargs,
+            "res_id": record.id,
+            "model": record._name,
+            "configuration_id": self.id,
+            "automation_step_ids": [
+                (0, 0, activity._create_record_activity_vals(record))
+                for activity in self.automation_direct_step_ids
+            ],
+        }
+
+    def _group_expand_states(self, states, domain, order):
+        """
+        This is used to show all the states on the kanban view
+        """
+        return [key for key, _val in self._fields["state"].selection]
+
+    def save_filter(self):
+        self.ensure_one()
+        self.filter_id = self.env["automation.filter"].create(
+            {
+                "name": self.name,
+                "domain": self.editable_domain,
+                "model_id": self.model_id.id,
+            }
+        )

odoo-bringout-oca-automation-automation_oca/automation_oca/models/automation_configuration_step.py

@@ -0,0 +1,566 @@
+# Copyright 2024 Dixmit
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+import json
+from collections import defaultdict
+
+import babel.dates
+from dateutil.relativedelta import relativedelta
+
+from odoo import _, api, fields, models
+from odoo.exceptions import ValidationError
+from odoo.osv import expression
+from odoo.tools import get_lang
+from odoo.tools.safe_eval import safe_eval
+
+
+class AutomationConfigurationStep(models.Model):
+
+    _name = "automation.configuration.step"
+    _description = "Automation Steps"
+    _order = "trigger_interval_hours ASC"
+
+    name = fields.Char(required=True)
+    configuration_id = fields.Many2one(
+        "automation.configuration", required=True, auto_join=True
+    )
+    domain = fields.Char(
+        required=True, default="[]", help="Filter to apply specifically"
+    )
+    apply_parent_domain = fields.Boolean(default=True)
+    applied_domain = fields.Char(
+        compute="_compute_applied_domain",
+        recursive=True,
+    )
+    parent_id = fields.Many2one("automation.configuration.step", ondelete="cascade")
+    model_id = fields.Many2one(related="configuration_id.model_id")
+    model = fields.Char(related="model_id.model")
+    child_ids = fields.One2many(
+        "automation.configuration.step", inverse_name="parent_id"
+    )
+    step_type = fields.Selection(
+        [("mail", "Mail"), ("action", "Server Action"), ("activity", "Activity")],
+        required=True,
+        default="mail",
+    )
+    step_icon = fields.Char(compute="_compute_step_info")
+    step_name = fields.Char(compute="_compute_step_info")
+    trigger_date_kind = fields.Selection(
+        [
+            ("offset", "Offset"),
+            ("date", "Force on Record Date"),
+        ],
+        required=True,
+        default="offset",
+    )
+    trigger_interval_hours = fields.Integer(
+        compute="_compute_trigger_interval_hours", store=True
+    )
+    trigger_interval = fields.Integer(
+        help="""Set a negative time trigger if you want the step to be executed
+        immediately, in parallel with the previous step, without waiting for it to
+        finish."""
+    )
+    trigger_interval_type = fields.Selection(
+        [("hours", "Hour(s)"), ("days", "Day(s)")], required=True, default="hours"
+    )
+    trigger_date_field_id = fields.Many2one(
+        "ir.model.fields",
+        domain="[('model_id', '=', model_id), ('ttype', 'in', ['date', 'datetime'])]",
+    )
+    trigger_date_field = fields.Char(related="trigger_date_field_id.field_description")
+    allow_expiry = fields.Boolean(compute="_compute_allow_expiry")
+    expiry = fields.Boolean(compute="_compute_expiry", store=True, readonly=False)
+    expiry_interval = fields.Integer()
+    expiry_interval_type = fields.Selection(
+        [("hours", "Hour(s)"), ("days", "Day(s)")], required=True, default="hours"
+    )
+    trigger_type = fields.Selection(
+        selection="_trigger_type_selection",
+        required=True,
+        default="start",
+    )
+    trigger_child_types = fields.Json(compute="_compute_trigger_child_types")
+    trigger_type_data = fields.Json(compute="_compute_trigger_type_data")
+    mail_author_id = fields.Many2one(
+        "res.partner", required=True, default=lambda r: r.env.user.id
+    )
+    mail_template_id = fields.Many2one(
+        "mail.template", domain="[('model_id', '=', model_id)]"
+    )
+    server_action_id = fields.Many2one(
+        "ir.actions.server", domain="[('model_id', '=', model_id)]"
+    )
+    server_context = fields.Text(default="{}")
+    activity_type_id = fields.Many2one(
+        "mail.activity.type",
+        string="Activity",
+        domain="['|', ('res_model', '=', False), ('res_model', '=', model)]",
+        compute="_compute_activity_info",
+        readonly=False,
+        store=True,
+        ondelete="restrict",
+    )
+    activity_summary = fields.Char(
+        "Summary", compute="_compute_activity_info", readonly=False, store=True
+    )
+    activity_note = fields.Html(
+        "Note", compute="_compute_activity_info", readonly=False, store=True
+    )
+    activity_date_deadline_range = fields.Integer(
+        string="Due Date In",
+        compute="_compute_activity_info",
+        readonly=False,
+        store=True,
+    )
+    activity_date_deadline_range_type = fields.Selection(
+        [("days", "Day(s)"), ("weeks", "Week(s)"), ("months", "Month(s)")],
+        string="Due type",
+        default="days",
+        compute="_compute_activity_info",
+        readonly=False,
+        store=True,
+    )
+    activity_user_type = fields.Selection(
+        [("specific", "Specific User"), ("generic", "Generic User From Record")],
+        compute="_compute_activity_info",
+        readonly=False,
+        store=True,
+        help="""Use 'Specific User' to always assign the same user on the next activity.
+        Use 'Generic User From Record' to specify the field name of the user
+        to choose on the record.""",
+    )
+    activity_user_id = fields.Many2one(
+        "res.users",
+        string="Responsible",
+        compute="_compute_activity_info",
+        readonly=False,
+        store=True,
+    )
+    activity_user_field_id = fields.Many2one(
+        "ir.model.fields",
+        "User field name",
+        compute="_compute_activity_info",
+        readonly=False,
+        store=True,
+    )
+    parent_position = fields.Integer(
+        compute="_compute_parent_position", recursive=True, store=True
+    )
+    graph_data = fields.Json(compute="_compute_graph_data")
+    graph_done = fields.Integer(compute="_compute_total_graph_data")
+    graph_error = fields.Integer(compute="_compute_total_graph_data")
+
+    @api.constrains("server_context")
+    def _check_server_context(self):
+        for record in self:
+            if record.server_context:
+                try:
+                    json.loads(record.server_context)
+                except Exception as e:
+                    raise ValidationError(_("Server Context is not wellformed")) from e
+
+    @api.onchange("trigger_type")
+    def _onchange_trigger_type(self):
+        if self.trigger_type == "start":
+            # Theoretically, only start allows no parent, so we will keep it this way
+            self.parent_id = False
+
+    ########################################
+    # Graph computed fields ################
+    ########################################
+
+    @api.depends()
+    def _compute_graph_data(self):
+        total = self.env["automation.record.step"].read_group(
+            [
+                ("configuration_step_id", "in", self.ids),
+                (
+                    "processed_on",
+                    ">=",
+                    fields.Date.context_today(self) + relativedelta(days=-14),
+                ),
+                ("is_test", "=", False),
+            ],
+            ["configuration_step_id"],
+            ["configuration_step_id", "processed_on:day"],
+            lazy=False,
+        )
+        done = self.env["automation.record.step"].read_group(
+            [
+                ("configuration_step_id", "in", self.ids),
+                (
+                    "processed_on",
+                    ">=",
+                    fields.Date.context_today(self) + relativedelta(days=-14),
+                ),
+                ("state", "=", "done"),
+                ("is_test", "=", False),
+            ],
+            ["configuration_step_id"],
+            ["configuration_step_id", "processed_on:day"],
+            lazy=False,
+        )
+        now = fields.Datetime.now()
+        date_map = {
+            babel.dates.format_datetime(
+                now + relativedelta(days=i - 14),
+                format="dd MMM yyy",
+                tzinfo=self._context.get("tz", None),
+                locale=get_lang(self.env).code,
+            ): 0
+            for i in range(0, 15)
+        }
+        result = defaultdict(
+            lambda: {"done": date_map.copy(), "error": date_map.copy()}
+        )
+        for line in total:
+            result[line["configuration_step_id"][0]]["error"][
+                line["processed_on:day"]
+            ] += line["__count"]
+        for line in done:
+            result[line["configuration_step_id"][0]]["done"][
+                line["processed_on:day"]
+            ] += line["__count"]
+            result[line["configuration_step_id"][0]]["error"][
+                line["processed_on:day"]
+            ] -= line["__count"]
+        for record in self:
+            graph_info = dict(result[record.id])
+            record.graph_data = {
+                "error": [
+                    {"x": key[:-5], "y": value, "name": key}
+                    for (key, value) in graph_info["error"].items()
+                ],
+                "done": [
+                    {"x": key[:-5], "y": value, "name": key}
+                    for (key, value) in graph_info["done"].items()
+                ],
+            }
+
+    @api.depends()
+    def _compute_total_graph_data(self):
+        for record in self:
+            record.graph_done = self.env["automation.record.step"].search_count(
+                [
+                    ("configuration_step_id", "=", record.id),
+                    ("state", "=", "done"),
+                    ("is_test", "=", False),
+                ]
+            )
+            record.graph_error = self.env["automation.record.step"].search_count(
+                [
+                    ("configuration_step_id", "=", record.id),
+                    ("state", "in", ["expired", "rejected", "error", "cancel"]),
+                    ("is_test", "=", False),
+                ]
+            )
+
+    @api.depends("step_type")
+    def _compute_activity_info(self):
+        for to_reset in self.filtered(lambda act: act.step_type != "activity"):
+            to_reset.activity_summary = False
+            to_reset.activity_note = False
+            to_reset.activity_date_deadline_range = False
+            to_reset.activity_date_deadline_range_type = False
+            to_reset.activity_user_type = False
+            to_reset.activity_user_id = False
+            to_reset.activity_user_field_id = False
+        for activity in self.filtered(lambda act: act.step_type == "activity"):
+            if not activity.activity_date_deadline_range_type:
+                activity.activity_date_deadline_range_type = "days"
+            if not activity.activity_user_id:
+                activity.activity_user_id = self.env.user.id
+
+    @api.depends("trigger_interval", "trigger_interval_type")
+    def _compute_trigger_interval_hours(self):
+        for record in self:
+            record.trigger_interval_hours = record._get_trigger_interval_hours()
+
+    def _get_trigger_interval_hours(self):
+        if self.trigger_interval_type == "days":
+            return self.trigger_interval * 24
+        return self.trigger_interval
+
+    @api.depends("parent_id", "parent_id.parent_position", "trigger_type")
+    def _compute_parent_position(self):
+        for record in self:
+            record.parent_position = (
+                (record.parent_id.parent_position + 1) if record.parent_id else 0
+            )
+
+    @api.depends(
+        "domain",
+        "configuration_id.domain",
+        "parent_id",
+        "parent_id.applied_domain",
+        "apply_parent_domain",
+    )
+    def _compute_applied_domain(self):
+        for record in self:
+            eval_context = record.configuration_id._get_eval_context()
+            if record.apply_parent_domain:
+                record.applied_domain = expression.AND(
+                    [
+                        safe_eval(record.domain, eval_context),
+                        safe_eval(
+                            (record.parent_id and record.parent_id.applied_domain)
+                            or record.configuration_id.domain,
+                            eval_context,
+                        ),
+                    ]
+                )
+            else:
+                record.applied_domain = safe_eval(record.domain, eval_context)
+
+    @api.model
+    def _trigger_type_selection(self):
+        return [
+            (trigger_id, trigger.get("name", trigger_id))
+            for trigger_id, trigger in self._trigger_types().items()
+        ]
+
+    @api.model
+    def _trigger_types(self):
+        """
+        This function will return a dictionary that map trigger_types to its configurations.
+        Each trigger_type can contain:
+        - name (Required field)
+        - step type: List of step types that succeed after this.
+          If it is false, it will work for all step types,
+          otherwise only for the ones on the list
+        - color: Color of the icon
+        - icon: Icon to show
+        - message_configuration: Message to show on the step configuration
+        - allow_expiry: True if it allows expiration of activity
+        - message: Message to show on the record if expected is not date defined
+        """
+        return {
+            "start": {
+                "name": _("start of workflow"),
+                "step_type": [],
+                "message_configuration": False,
+                "message": False,
+                "allow_parent": True,
+            },
+            "after_step": {
+                "name": _("execution of another step"),
+                "color": "text-success",
+                "icon": "fa fa-code-fork fa-rotate-180 fa-flip-vertical",
+                "message_configuration": False,
+                "message": False,
+            },
+            "mail_open": {
+                "name": _("Mail opened"),
+                "allow_expiry": True,
+                "step_type": ["mail"],
+                "color": "text-success",
+                "icon": "fa fa-envelope-open-o",
+                "message_configuration": _("Opened after"),
+                "message": _("Not opened yet"),
+            },
+            "mail_not_open": {
+                "name": _("Mail not opened"),
+                "step_type": ["mail"],
+                "color": "text-danger",
+                "icon": "fa fa-envelope-open-o",
+                "message_configuration": _("Not opened within"),
+                "message": False,
+            },
+            "mail_reply": {
+                "name": _("Mail replied"),
+                "allow_expiry": True,
+                "step_type": ["mail"],
+                "color": "text-success",
+                "icon": "fa fa-reply",
+                "message_configuration": _("Replied after"),
+                "message": _("Not replied yet"),
+            },
+            "mail_not_reply": {
+                "name": _("Mail not replied"),
+                "step_type": ["mail"],
+                "color": "text-danger",
+                "icon": "fa fa-reply",
+                "message_configuration": _("Not replied within"),
+                "message": False,
+            },
+            "mail_click": {
+                "name": _("Mail clicked"),
+                "allow_expiry": True,
+                "step_type": ["mail"],
+                "color": "text-success",
+                "icon": "fa fa-hand-pointer-o",
+                "message_configuration": _("Clicked after"),
+                "message": _("Not clicked yet"),
+            },
+            "mail_not_clicked": {
+                "name": _("Mail not clicked"),
+                "step_type": ["mail"],
+                "color": "text-danger",
+                "icon": "fa fa-hand-pointer-o",
+                "message_configuration": _("Not clicked within"),
+                "message": False,
+            },
+            "mail_bounce": {
+                "name": _("Mail bounced"),
+                "allow_expiry": True,
+                "step_type": ["mail"],
+                "color": "text-danger",
+                "icon": "fa fa-exclamation-circle",
+                "message_configuration": _("Bounced after"),
+                "message": _("Not bounced yet"),
+            },
+            "activity_done": {
+                "name": _("Activity has been finished"),
+                "step_type": ["activity"],
+                "color": "text-success",
+                "icon": "fa fa-clock-o",
+                "message_configuration": _("After finished"),
+                "message": _("Activity not done"),
+            },
+            "activity_cancel": {
+                "name": _("Activity has been cancelled"),
+                "step_type": ["activity"],
+                "color": "text-warning",
+                "icon": "fa fa-ban",
+                "message_configuration": _("After finished"),
+                "message": _("Activity not cancelled"),
+            },
+            "activity_not_done": {
+                "name": _("Activity has not been finished"),
+                "allow_expiry": True,
+                "step_type": ["activity"],
+                "color": "text-danger",
+                "icon": "fa fa-clock-o",
+                "message_configuration": _("Not finished within"),
+                "message": False,
+            },
+        }
+
+    @api.model
+    def _step_icons(self):
+        """
+        This function will return a dictionary that maps step types and icons
+        """
+        return {
+            "mail": "fa fa-envelope",
+            "activity": "fa fa-clock-o",
+            "action": "fa fa-cogs",
+        }
+
+    @api.depends("step_type")
+    def _compute_step_info(self):
+        step_icons = self._step_icons()
+        step_name_map = dict(self._fields["step_type"].selection)
+        for record in self:
+            record.step_icon = step_icons.get(record.step_type, "")
+            record.step_name = step_name_map.get(record.step_type, "")
+
+    @api.depends("trigger_type")
+    def _compute_trigger_type_data(self):
+        trigger_types = self._trigger_types()
+        for record in self:
+            record.trigger_type_data = trigger_types[record.trigger_type]
+
+    @api.depends("trigger_type")
+    def _compute_allow_expiry(self):
+        trigger_types = self._trigger_types()
+        for record in self:
+            record.allow_expiry = trigger_types[record.trigger_type].get(
+                "allow_expiry", False
+            )
+
+    @api.depends("trigger_type")
+    def _compute_expiry(self):
+        trigger_types = self._trigger_types()
+        for record in self:
+            record.expiry = (
+                trigger_types[record.trigger_type].get("allow_expiry", False)
+                and record.expiry
+            )
+
+    @api.depends("step_type")
+    def _compute_trigger_child_types(self):
+        trigger_types = self._trigger_types()
+        for record in self:
+            trigger_child_types = {}
+            for trigger_type_id, trigger_type in trigger_types.items():
+                if "step_type" not in trigger_type:
+                    # All are allowed
+                    trigger_child_types[trigger_type_id] = trigger_type
+                elif record.step_type in trigger_type["step_type"]:
+                    trigger_child_types[trigger_type_id] = trigger_type
+            record.trigger_child_types = trigger_child_types
+
+    def _check_configuration(self):
+        trigger_conf = self._trigger_types()[self.trigger_type]
+        if not self.parent_id and not trigger_conf.get("allow_parent"):
+            raise ValidationError(
+                _("%s configurations needs a parent") % trigger_conf["name"]
+            )
+        if (
+            self.parent_id
+            and "step_type" in trigger_conf
+            and self.parent_id.step_type not in trigger_conf["step_type"]
+        ):
+            step_types = dict(self._fields["step_type"].selection)
+            raise ValidationError(
+                _("To use a %(name)s trigger type we need a parent of type %(parents)s")
+                % {
+                    "name": trigger_conf["name"],
+                    "parents": ",".join(
+                        [
+                            name
+                            for step_type, name in step_types.items()
+                            if step_type in trigger_conf["step_type"]
+                        ]
+                    ),
+                }
+            )
+
+    @api.constrains("parent_id", "parent_id.step_type", "trigger_type")
+    def _check_parent_configuration(self):
+        for record in self:
+            record._check_configuration()
+
+    def _get_record_activity_scheduled_date(self, record, force=False):
+        if not force and self.trigger_type in [
+            "mail_open",
+            "mail_bounce",
+            "mail_click",
+            "mail_not_clicked",
+            "mail_reply",
+            "mail_not_reply",
+            "activity_done",
+            "activity_cancel",
+        ]:
+            return False
+        if (
+            self.trigger_date_kind == "date"
+            and self.trigger_date_field_id
+            and record[self.trigger_date_field_id.name]
+        ):
+            date = fields.Datetime.to_datetime(record[self.trigger_date_field_id.name])
+        else:
+            date = fields.Datetime.now()
+        return date + relativedelta(
+            **{self.trigger_interval_type: self.trigger_interval}
+        )
+
+    def _get_expiry_date(self):
+        if not self.expiry:
+            return False
+        return fields.Datetime.now() + relativedelta(
+            **{self.expiry_interval_type: self.expiry_interval}
+        )
+
+    def _create_record_activity_vals(self, record, **kwargs):
+        scheduled_date = self._get_record_activity_scheduled_date(record)
+        do_not_wait = scheduled_date and scheduled_date < fields.Datetime.now()
+        return {
+            "configuration_step_id": self.id,
+            "do_not_wait": do_not_wait,
+            "expiry_date": self._get_expiry_date(),
+            "scheduled_date": scheduled_date,
+            **kwargs,
+        }

odoo-bringout-oca-automation-automation_oca/automation_oca/models/automation_filter.py

@@ -0,0 +1,24 @@
+# Copyright 2024 Dixmit
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+from odoo import api, fields, models
+
+
+class AutomationFilter(models.Model):
+    _name = "automation.filter"
+    _description = "Automation Filter"
+
+    name = fields.Char(required=True)
+    model_id = fields.Many2one(
+        "ir.model",
+        domain=[("is_mail_thread", "=", True)],
+        required=True,
+        ondelete="cascade",
+        help="Model where the configuration is applied",
+    )
+    model = fields.Char(related="model_id.model")
+    domain = fields.Char(required=True, default="[]", help="Filter to apply")
+
+    @api.onchange("model_id")
+    def _onchange_model(self):
+        self.domain = []

odoo-bringout-oca-automation-automation_oca/automation_oca/models/automation_record.py

@@ -0,0 +1,201 @@
+# Copyright 2024 Dixmit
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+import logging
+from collections import defaultdict
+
+from odoo import _, api, fields, models
+
+_logger = logging.getLogger(__name__)
+
+
+class AutomationRecord(models.Model):
+
+    _name = "automation.record"
+    _description = "Automation Record"
+
+    name = fields.Char(compute="_compute_name")
+    state = fields.Selection(
+        [("run", "Running"), ("done", "Done")], compute="_compute_state", store=True
+    )
+    configuration_id = fields.Many2one(
+        "automation.configuration", required=True, readonly=True
+    )
+    model = fields.Char(index=True, required=False, readonly=True)
+    resource_ref = fields.Reference(
+        selection="_selection_target_model",
+        compute="_compute_resource_ref",
+        readonly=True,
+    )
+    res_id = fields.Many2oneReference(
+        string="Record",
+        index=True,
+        required=False,
+        readonly=True,
+        model_field="model",
+        copy=False,
+    )
+    automation_step_ids = fields.One2many(
+        "automation.record.step", inverse_name="record_id", readonly=True
+    )
+    is_test = fields.Boolean()
+
+    is_orphan_record = fields.Boolean(
+        default=False,
+        help="Indicates if this record is a placeholder for a missing resource.",
+        readonly=True,
+    )
+
+    @api.model
+    def _selection_target_model(self):
+        return [
+            (model.model, model.name)
+            for model in self.env["ir.model"]
+            .sudo()
+            .search([("is_mail_thread", "=", True)])
+        ]
+
+    @api.depends("automation_step_ids.state")
+    def _compute_state(self):
+        for record in self:
+            record.state = (
+                "run"
+                if record.automation_step_ids.filtered(lambda r: r.state == "scheduled")
+                else "done"
+            )
+
+    @api.depends("model", "res_id")
+    def _compute_resource_ref(self):
+        for record in self:
+            if record.model and record.model in self.env:
+                record.resource_ref = "%s,%s" % (record.model, record.res_id or 0)
+            else:
+                record.resource_ref = None
+
+    @api.depends("res_id", "model")
+    def _compute_name(self):
+        for record in self:
+            if not record.is_orphan_record:
+                record.name = self.env[record.model].browse(record.res_id).display_name
+            else:
+                record.name = _("Orphan Record")
+
+    @api.model
+    def _search(
+        self,
+        args,
+        offset=0,
+        limit=None,
+        order=None,
+        count=False,
+        access_rights_uid=None,
+    ):
+        ids = super()._search(
+            args,
+            offset=offset,
+            limit=limit,
+            order=order,
+            count=False,
+            access_rights_uid=access_rights_uid,
+        )
+        if not ids:
+            return 0 if count else []
+        orig_ids = ids
+        ids = set(ids)
+        result = []
+        model_data = defaultdict(lambda: defaultdict(set))
+        for sub_ids in self._cr.split_for_in_conditions(ids):
+            self._cr.execute(
+                """
+                            SELECT id, res_id, model
+                            FROM "%s"
+                            WHERE id = ANY (%%(ids)s)"""
+                % self._table,
+                dict(ids=list(sub_ids)),
+            )
+            for eid, res_id, model in self._cr.fetchall():
+                model_data[model][res_id].add(eid)
+        for model, targets in model_data.items():
+            if not self.env[model].check_access_rights("read", False):
+                continue
+            res_ids = targets.keys()
+            recs = self.env[model].browse(res_ids)
+            missing = recs - recs.exists()
+            if len(missing) > 0:
+                for res_id in targets.keys():
+                    if res_id and res_id not in missing.ids:
+                        continue
+                    automation_record = self.env["automation.record"].browse(
+                        list(targets[res_id])
+                    )
+                    if not automation_record.is_orphan_record:
+                        _logger.info(
+                            "Deleted record %s,%s is referenced by automation.record",
+                            model,
+                            res_id,
+                        )
+                        # sudo to avoid access rights check on the record
+                        automation_record.sudo().write(
+                            {
+                                "is_orphan_record": True,
+                                "res_id": False,
+                            }
+                        )
+                    result += list(targets[res_id])
+            allowed = (
+                self.env[model]
+                .with_context(active_test=False)
+                ._search([("id", "in", recs.ids)])
+            )
+            for target_id in allowed:
+                result += list(targets.get(target_id, {}))
+        if len(orig_ids) == limit and len(result) < len(orig_ids):
+            result.extend(
+                self._search(
+                    args,
+                    offset=offset + len(orig_ids),
+                    limit=limit,
+                    order=order,
+                    count=count,
+                    access_rights_uid=access_rights_uid,
+                )[: limit - len(result)]
+            )
+        # Restore original ordering
+        result = [x for x in orig_ids if x in result]
+        return len(result) if count else list(result)
+
+    def read(self, fields=None, load="_classic_read"):
+        """Override to explicitely call check_access_rule, that is not called
+        by the ORM. It instead directly fetches ir.rules and apply them."""
+        self.check_access_rule("read")
+        return super().read(fields=fields, load=load)
+
+    def check_access_rule(self, operation):
+        """In order to check if we can access a record, we are checking if we can access
+        the related document"""
+        super().check_access_rule(operation)
+        if self.env.is_superuser():
+            return
+        default_checker = self.env["mail.thread"].get_automation_access
+        by_model_rec_ids = defaultdict(set)
+        by_model_checker = {}
+        for exc_rec in self.sudo():
+            by_model_rec_ids[exc_rec.model].add(exc_rec.res_id)
+            if exc_rec.model not in by_model_checker:
+                by_model_checker[exc_rec.model] = getattr(
+                    self.env[exc_rec.model], "get_automation_access", default_checker
+                )
+
+        for model, rec_ids in by_model_rec_ids.items():
+            records = self.env[model].browse(rec_ids).with_user(self._uid)
+            checker = by_model_checker[model]
+            for record in records:
+                check_operation = checker(
+                    [record.id], operation, model_name=record._name
+                )
+                record.check_access_rights(check_operation)
+                record.check_access_rule(check_operation)
+
+    def write(self, vals):
+        self.check_access_rule("write")
+        return super().write(vals)

odoo-bringout-oca-automation-automation_oca/automation_oca/models/automation_record_step.py

@@ -0,0 +1,459 @@
+# Copyright 2024 Dixmit
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+import json
+import threading
+import traceback
+from io import StringIO
+
+import werkzeug.urls
+from dateutil.relativedelta import relativedelta
+
+from odoo import _, api, fields, models, tools
+from odoo.tools.safe_eval import safe_eval
+
+
+class AutomationRecordStep(models.Model):
+    _name = "automation.record.step"
+    _description = "Activities done on the record"
+    _order = "scheduled_date ASC"
+
+    name = fields.Char(compute="_compute_step_data", store=True)
+    record_id = fields.Many2one("automation.record", required=True, ondelete="cascade")
+    configuration_step_id = fields.Many2one("automation.configuration.step")
+    configuration_id = fields.Many2one(
+        "automation.configuration",
+        compute="_compute_step_data",
+        store=True,
+    )
+    step_type = fields.Selection(
+        selection=lambda r: r.env["automation.configuration.step"]
+        ._fields["step_type"]
+        .selection,
+        compute="_compute_step_data",
+        store=True,
+    )
+    scheduled_date = fields.Datetime(readonly=True)
+    do_not_wait = fields.Boolean()
+    expiry_date = fields.Datetime(readonly=True)
+    processed_on = fields.Datetime(readonly=True)
+    parent_id = fields.Many2one("automation.record.step", readonly=True)
+    child_ids = fields.One2many("automation.record.step", inverse_name="parent_id")
+    trigger_type = fields.Selection(
+        selection=lambda r: r.env[
+            "automation.configuration.step"
+        ]._trigger_type_selection(),
+        compute="_compute_step_data",
+        store=True,
+    )
+    trigger_type_data = fields.Json(compute="_compute_trigger_type_data")
+    step_icon = fields.Char(compute="_compute_step_info")
+    step_name = fields.Char(compute="_compute_step_info")
+    state = fields.Selection(
+        [
+            ("scheduled", "Scheduled"),
+            ("done", "Done"),
+            ("expired", "Expired"),
+            ("rejected", "Rejected"),
+            ("error", "Error"),
+            ("cancel", "Cancelled"),
+        ],
+        default="scheduled",
+        readonly=True,
+    )
+    error_trace = fields.Text(readonly=True)
+    parent_position = fields.Integer(
+        compute="_compute_parent_position", recursive=True, store=True
+    )
+
+    # Mailing fields
+    message_id = fields.Char(readonly=True)
+    mail_status = fields.Selection(
+        [
+            ("sent", "Sent"),
+            ("open", "Opened"),
+            ("bounce", "Bounced"),
+            ("reply", "Replied"),
+        ],
+        readonly=True,
+    )
+    mail_clicked_on = fields.Datetime(readonly=True)
+    mail_replied_on = fields.Datetime(readonly=True)
+    mail_opened_on = fields.Datetime(readonly=True)
+    activity_done_on = fields.Datetime(readonly=True)
+    activity_cancel_on = fields.Datetime(readonly=True)
+    is_test = fields.Boolean(related="record_id.is_test", store=True)
+    step_actions = fields.Json(compute="_compute_step_actions")
+
+    @api.depends("configuration_step_id")
+    def _compute_step_data(self):
+        for record in self.filtered(lambda r: r.configuration_step_id):
+            record.name = record.configuration_step_id.name
+            record.configuration_id = record.configuration_step_id.configuration_id
+            record.step_type = record.configuration_step_id.step_type
+            record.trigger_type = record.configuration_step_id.trigger_type
+
+    @api.depends("trigger_type")
+    def _compute_trigger_type_data(self):
+        trigger_types = self.env["automation.configuration.step"]._trigger_types()
+        for record in self:
+            record.trigger_type_data = trigger_types[record.trigger_type]
+
+    @api.depends("parent_id", "parent_id.parent_position")
+    def _compute_parent_position(self):
+        for record in self:
+            record.parent_position = (
+                (record.parent_id.parent_position + 1) if record.parent_id else 0
+            )
+
+    @api.depends("step_type")
+    def _compute_step_info(self):
+        step_icons = self.env["automation.configuration.step"]._step_icons()
+        step_name_map = dict(
+            self.env["automation.configuration.step"]._fields["step_type"].selection
+        )
+        for record in self:
+            record.step_icon = step_icons.get(record.step_type, "")
+            record.step_name = step_name_map.get(record.step_type, "")
+
+    def _check_to_execute(self):
+        if (
+            self.configuration_step_id.trigger_type == "mail_not_open"
+            and self.parent_id.mail_status in ["open", "reply"]
+        ):
+            return False
+        if (
+            self.configuration_step_id.trigger_type == "mail_not_reply"
+            and self.parent_id.mail_status == "reply"
+        ):
+            return False
+        if (
+            self.configuration_step_id.trigger_type == "mail_not_clicked"
+            and self.parent_id.mail_clicked_on
+        ):
+            return False
+        if (
+            self.configuration_step_id.trigger_type == "activity_not_done"
+            and self.parent_id.activity_done_on
+        ):
+            return False
+        return True
+
+    def run(self, trigger_activity=True):
+        self.ensure_one()
+        if self.state != "scheduled":
+            return self.browse()
+        if (
+            self.record_id.resource_ref is None
+            or not self.configuration_step_id
+            or not self.record_id.resource_ref.filtered_domain(
+                safe_eval(
+                    self.configuration_step_id.applied_domain,
+                    self.configuration_step_id.configuration_id._get_eval_context(),
+                )
+            )
+            or not self._check_to_execute()
+        ):
+            self._reject()
+            return self.browse()
+        try:
+            result = getattr(self, "_run_%s" % self.configuration_step_id.step_type)()
+            self.write({"state": "done", "processed_on": fields.Datetime.now()})
+            if result:
+                childs = self._fill_childs()
+                if trigger_activity:
+                    childs._trigger_activities()
+                return childs
+        except Exception:
+            buff = StringIO()
+            traceback.print_exc(file=buff)
+            traceback_txt = buff.getvalue()
+            self.write(
+                {
+                    "state": "error",
+                    "error_trace": traceback_txt,
+                    "processed_on": fields.Datetime.now(),
+                }
+            )
+        return self.browse()
+
+    def _reject(self):
+        self.write({"state": "rejected", "processed_on": fields.Datetime.now()})
+
+    def _fill_childs(self, **kwargs):
+        return self.create(
+            [
+                activity._create_record_activity_vals(
+                    self.record_id.resource_ref,
+                    parent_id=self.id,
+                    record_id=self.record_id.id,
+                    **kwargs,
+                )
+                for activity in self.configuration_step_id.child_ids
+            ]
+        )
+
+    def _run_activity(self):
+        record = self.env[self.record_id.model].browse(self.record_id.res_id)
+
+        vals = {
+            "summary": self.configuration_step_id.activity_summary or "",
+            "note": self.configuration_step_id.activity_note or "",
+            "activity_type_id": self.configuration_step_id.activity_type_id.id,
+            "automation_record_step_id": self.id,
+        }
+        if self.configuration_step_id.activity_date_deadline_range > 0:
+            range_type = self.configuration_step_id.activity_date_deadline_range_type
+            vals["date_deadline"] = fields.Date.context_today(self) + relativedelta(
+                **{range_type: self.configuration_step_id.activity_date_deadline_range}
+            )
+        user = False
+        if self.configuration_step_id.activity_user_type == "specific":
+            user = self.configuration_step_id.activity_user_id
+        elif self.configuration_step_id.activity_user_type == "generic":
+            user = record[self.configuration_step_id.activity_user_field_id.name]
+        if user:
+            vals["user_id"] = user.id
+        record.activity_schedule(**vals)
+        return True
+
+    def _run_mail(self):
+        author_id = self.configuration_step_id.mail_author_id.id
+        composer_values = {
+            "author_id": author_id,
+            "record_name": False,
+            "model": self.record_id.model,
+            "composition_mode": "mass_mail",
+            "template_id": self.configuration_step_id.mail_template_id.id,
+            "automation_record_step_id": self.id,
+        }
+        res_ids = [self.record_id.res_id]
+        composer = (
+            self.env["mail.compose.message"]
+            .with_context(active_ids=res_ids)
+            .create(composer_values)
+        )
+        composer.write(
+            composer._onchange_template_id(
+                self.configuration_step_id.mail_template_id.id,
+                "mass_mail",
+                self.record_id.model,
+                self.record_id.res_id,
+            )["value"]
+        )
+        # composer.body =
+        extra_context = self._run_mail_context()
+        composer = composer.with_context(active_ids=res_ids, **extra_context)
+        # auto-commit except in testing mode
+        auto_commit = not getattr(threading.current_thread(), "testing", False)
+        if not self.is_test:
+            # We just abort the sending, but we want to check how the generation works
+            composer._action_send_mail(auto_commit=auto_commit)
+        self.mail_status = "sent"
+        return True
+
+    def _get_mail_tracking_token(self):
+        return tools.hmac(self.env(su=True), "automation_oca", self.id)
+
+    def _get_mail_tracking_url(self):
+        return werkzeug.urls.url_join(
+            self.get_base_url(),
+            "automation_oca/track/%s/%s/blank.gif"
+            % (self.id, self._get_mail_tracking_token()),
+        )
+
+    def _run_mail_context(self):
+        return {}
+
+    def _run_action(self):
+        context = {}
+        if self.configuration_step_id.server_context:
+            context.update(json.loads(self.configuration_step_id.server_context))
+        self.configuration_step_id.server_action_id.with_context(
+            **context,
+            active_model=self.record_id.model,
+            active_ids=[self.record_id.res_id],
+        ).run()
+        return True
+
+    def _cron_automation_steps(self):
+        childs = self.browse()
+        for activity in self.search(
+            [
+                ("state", "=", "scheduled"),
+                ("scheduled_date", "<=", fields.Datetime.now()),
+            ]
+        ):
+            childs |= activity.run(trigger_activity=False)
+        childs._trigger_activities()
+        self.search(
+            [
+                ("state", "=", "scheduled"),
+                ("expiry_date", "!=", False),
+                ("expiry_date", "<=", fields.Datetime.now()),
+            ]
+        )._expiry()
+
+    def _trigger_activities(self):
+        # Creates a cron trigger.
+        # On glue modules we could use queue job for a more discrete example
+        # But cron trigger fulfills the job in some way
+        for activity in self.filtered(lambda r: r.do_not_wait):
+            activity.run()
+        for date in set(
+            self.filtered(lambda r: not r.do_not_wait).mapped("scheduled_date")
+        ):
+            if date:
+                self.env["ir.cron.trigger"].create(
+                    {
+                        "call_at": date,
+                        "cron_id": self.env.ref("automation_oca.cron_step_execute").id,
+                    }
+                )
+
+    def _expiry(self):
+        self.write({"state": "expired", "processed_on": fields.Datetime.now()})
+
+    def cancel(self):
+        self.filtered(lambda r: r.state == "scheduled").write(
+            {"state": "cancel", "processed_on": fields.Datetime.now()}
+        )
+
+    def _activate(self):
+        todo = self.filtered(lambda r: not r.scheduled_date)
+        current_date = fields.Datetime.now()
+        for record in todo:
+            config = record.configuration_step_id
+            scheduled_date = config._get_record_activity_scheduled_date(
+                record.record_id.resource_ref, force=True
+            )
+            record.write(
+                {
+                    "scheduled_date": scheduled_date,
+                    "do_not_wait": scheduled_date < current_date,
+                }
+            )
+        todo._trigger_activities()
+
+    def _set_activity_done(self):
+        self.write({"activity_done_on": fields.Datetime.now()})
+        self.child_ids.filtered(
+            lambda r: r.trigger_type == "activity_done"
+            and not r.scheduled_date
+            and r.state == "scheduled"
+        )._activate()
+        self.child_ids.filtered(
+            lambda r: r.trigger_type == "activity_cancel"
+            and not r.scheduled_date
+            and r.state == "scheduled"
+        )._reject()
+
+    def _set_activity_cancel(self):
+        self.write({"activity_cancel_on": fields.Datetime.now()})
+        self.child_ids.filtered(
+            lambda r: r.trigger_type == "activity_cancel"
+            and not r.scheduled_date
+            and r.state == "scheduled"
+        )._activate()
+        self.child_ids.filtered(
+            lambda r: r.trigger_type == "activity_done"
+            and not r.scheduled_date
+            and r.state == "scheduled"
+        )._reject()
+
+    def _set_mail_bounced(self):
+        self.write({"mail_status": "bounce"})
+        self.child_ids.filtered(
+            lambda r: r.trigger_type == "mail_bounce"
+            and not r.scheduled_date
+            and r.state == "scheduled"
+        )._activate()
+
+    def _set_mail_open(self):
+        self.filtered(lambda t: t.mail_status not in ["open", "reply"]).write(
+            {"mail_status": "open", "mail_opened_on": fields.Datetime.now()}
+        )
+        self.child_ids.filtered(
+            lambda r: r.trigger_type
+            in ["mail_open", "mail_not_reply", "mail_not_clicked"]
+            and not r.scheduled_date
+            and r.state == "scheduled"
+        )._activate()
+
+    def _set_mail_clicked(self):
+        self.filtered(lambda t: not t.mail_clicked_on).write(
+            {"mail_clicked_on": fields.Datetime.now()}
+        )
+        self.child_ids.filtered(
+            lambda r: r.trigger_type == "mail_click"
+            and not r.scheduled_date
+            and r.state == "scheduled"
+        )._activate()
+
+    def _set_mail_reply(self):
+        self.filtered(lambda t: t.mail_status != "reply").write(
+            {"mail_status": "reply", "mail_replied_on": fields.Datetime.now()}
+        )
+        self.child_ids.filtered(
+            lambda r: r.trigger_type == "mail_reply"
+            and not r.scheduled_date
+            and r.state == "scheduled"
+        )._activate()
+
+    @api.depends("state")
+    def _compute_step_actions(self):
+        for record in self:
+            record.step_actions = record._get_step_actions()
+
+    def _get_step_actions(self):
+        """
+        This should return a list of dictionaries that will have the following keys:
+        - icon: Icon to show (fontawesome icon like fa fa-clock-o)
+        - name: name of the action to show (translatable value)
+        - done: if the action succeeded (boolean)
+        - color: Color to show when done (text-success, text-danger...)
+        """
+        if self.step_type == "activity":
+            return [
+                {
+                    "icon": "fa fa-clock-o",
+                    "name": _("Activity Done"),
+                    "done": bool(self.activity_done_on),
+                    "color": "text-success",
+                }
+            ]
+        if self.step_type == "mail":
+            return [
+                {
+                    "icon": "fa fa-envelope",
+                    "name": _("Sent"),
+                    "done": bool(self.mail_status and self.mail_status != "bounced"),
+                    "color": "text-success",
+                },
+                {
+                    "icon": "fa fa-envelope-open-o",
+                    "name": _("Opened"),
+                    "done": bool(
+                        self.mail_status and self.mail_status in ["reply", "open"]
+                    ),
+                    "color": "text-success",
+                },
+                {
+                    "icon": "fa fa-hand-pointer-o",
+                    "name": _("Clicked"),
+                    "done": bool(self.mail_status and self.mail_clicked_on),
+                    "color": "text-success",
+                },
+                {
+                    "icon": "fa fa-reply",
+                    "name": _("Replied"),
+                    "done": bool(self.mail_status and self.mail_status == "reply"),
+                    "color": "text-success",
+                },
+                {
+                    "icon": "fa fa-exclamation-circle",
+                    "name": _("Bounced"),
+                    "done": bool(self.mail_status and self.mail_status == "bounce"),
+                    "color": "text-danger",
+                },
+            ]
+        return []

odoo-bringout-oca-automation-automation_oca/automation_oca/models/automation_tag.py

@@ -0,0 +1,20 @@
+# Copyright 2024 Dixmit
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+from random import randint
+
+from odoo import api, fields, models
+
+
+class AutomationTag(models.Model):
+
+    _name = "automation.tag"
+    _description = "Automation Tag"
+
+    @api.model
+    def _get_default_color(self):
+        return randint(1, 11)
+
+    name = fields.Char(required=True)
+    color = fields.Integer(default=lambda r: r._get_default_color())
+    active = fields.Boolean(default=True)

odoo-bringout-oca-automation-automation_oca/automation_oca/models/link_tracker.py

@@ -0,0 +1,45 @@
+# Copyright 2024 Dixmit
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+from odoo import api, fields, models
+
+
+class LinkTrackerClick(models.Model):
+    _inherit = "link.tracker.click"
+
+    automation_record_step_id = fields.Many2one("automation.record.step")
+    automation_configuration_step_id = fields.Many2one(
+        related="automation_record_step_id.configuration_step_id", store=True
+    )
+    automation_configuration_id = fields.Many2one(
+        related="automation_record_step_id.configuration_id", store=True
+    )
+
+    @api.model
+    def add_click(self, code, automation_record_step_id=False, **route_values):
+        if automation_record_step_id:
+            tracker_code = self.env["link.tracker.code"].search([("code", "=", code)])
+            if not tracker_code:
+                return None
+            ip = route_values.get("ip", False)
+            if self.search_count(
+                [
+                    (
+                        "automation_record_step_id",
+                        "=",
+                        automation_record_step_id,
+                    ),
+                    ("link_id", "=", tracker_code.link_id.id),
+                    ("ip", "=", ip),
+                ]
+            ):
+                return None
+            route_values["link_id"] = tracker_code.link_id.id
+            click_values = self._prepare_click_values_from_route(
+                automation_record_step_id=automation_record_step_id, **route_values
+            )
+            click = self.create(click_values)
+            click.automation_record_step_id._set_mail_open()
+            click.automation_record_step_id._set_mail_clicked()
+            return click
+        return super().add_click(code, **route_values)

odoo-bringout-oca-automation-automation_oca/automation_oca/models/mail_activity.py

@@ -0,0 +1,27 @@
+# Copyright 2024 Dixmit
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+from odoo import fields, models
+
+
+class MailActivity(models.Model):
+    _inherit = "mail.activity"
+
+    automation_record_step_id = fields.Many2one("automation.record.step")
+
+    def _action_done(self, *args, **kwargs):
+        if self.automation_record_step_id:
+            self.automation_record_step_id.sudo()._set_activity_done()
+        return super(
+            MailActivity,
+            self.with_context(
+                automation_done=True,
+            ),
+        )._action_done(*args, **kwargs)
+
+    def unlink(self):
+        if self.automation_record_step_id and not self.env.context.get(
+            "automation_done"
+        ):
+            self.automation_record_step_id.sudo()._set_activity_cancel()
+        return super(MailActivity, self).unlink()

odoo-bringout-oca-automation-automation_oca/automation_oca/models/mail_mail.py

@@ -0,0 +1,51 @@
+# Copyright 2024 Dixmit
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+import re
+
+import markupsafe
+import werkzeug.urls
+
+from odoo import api, fields, models, tools
+
+
+class MailMail(models.Model):
+
+    _inherit = "mail.mail"
+
+    automation_record_step_id = fields.Many2one("automation.record.step")
+
+    @api.model_create_multi
+    def create(self, values_list):
+        records = super().create(values_list)
+        for record in records.filtered("automation_record_step_id"):
+            record.automation_record_step_id.message_id = record.message_id
+        return records
+
+    def _send_prepare_body(self):
+        body = super()._send_prepare_body()
+        if self.automation_record_step_id:
+            body = self.env["mail.render.mixin"]._shorten_links(body, {}, blacklist=[])
+            token = self.automation_record_step_id._get_mail_tracking_token()
+            for match in set(re.findall(tools.URL_REGEX, body)):
+                href = match[0]
+                url = match[1]
+
+                parsed = werkzeug.urls.url_parse(url, scheme="http")
+
+                if parsed.scheme.startswith("http") and parsed.path.startswith("/r/"):
+                    new_href = href.replace(
+                        url,
+                        "%s/au/%s/%s"
+                        % (url, str(self.automation_record_step_id.id), token),
+                    )
+                    body = body.replace(
+                        markupsafe.Markup(href), markupsafe.Markup(new_href)
+                    )
+            body = tools.append_content_to_html(
+                body,
+                '<img src="%s"/>'
+                % self.automation_record_step_id._get_mail_tracking_url(),
+                plaintext=False,
+            )
+        return body

odoo-bringout-oca-automation-automation_oca/automation_oca/models/mail_thread.py

@@ -0,0 +1,70 @@
+# Copyright 2024 Dixmit
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+from odoo import api, models, tools
+
+
+class MailThread(models.AbstractModel):
+
+    _inherit = "mail.thread"
+
+    @api.model
+    def _routing_handle_bounce(self, email_message, message_dict):
+        """We want to mark the bounced email"""
+        result = super(MailThread, self)._routing_handle_bounce(
+            email_message, message_dict
+        )
+        bounced_msg_id = message_dict.get("bounced_msg_id")
+        if bounced_msg_id:
+            self.env["automation.record.step"].search(
+                [("message_id", "in", bounced_msg_id)]
+            )._set_mail_bounced()
+        return result
+
+    @api.model
+    def _message_route_process(self, message, message_dict, routes):
+        """Override to update the parent mailing traces. The parent is found
+        by using the References header of the incoming message and looking for
+        matching message_id in automation.record.step."""
+        if routes:
+            thread_references = (
+                message_dict["references"] or message_dict["in_reply_to"]
+            )
+            msg_references = tools.mail_header_msgid_re.findall(thread_references)
+            if msg_references:
+                records = self.env["automation.record.step"].search(
+                    [("message_id", "in", msg_references)]
+                )
+                records._set_mail_open()
+                records._set_mail_reply()
+        return super(MailThread, self)._message_route_process(
+            message, message_dict, routes
+        )
+
+    @api.model
+    def get_automation_access(self, doc_ids, operation, model_name=False):
+        """Retrieve access policy.
+
+        The behavior is similar to `mail.thread` and `mail.message`
+        and it relies on the access rules defines on the related record.
+        The behavior can be customized on the related model
+        by defining `_automation_record_access`.
+
+        By default `write`, otherwise the custom permission is returned.
+        """
+        DocModel = self.env[model_name] if model_name else self
+        create_allow = getattr(DocModel, "_automation_record_access", "write")
+        if operation in ["write", "unlink"]:
+            check_operation = "write"
+        elif operation == "create" and create_allow in [
+            "create",
+            "read",
+            "write",
+            "unlink",
+        ]:
+            check_operation = create_allow
+        elif operation == "create":
+            check_operation = "write"
+        else:
+            check_operation = operation
+        return check_operation

odoo-bringout-oca-automation-automation_oca/automation_oca/readme/CONTRIBUTORS.md

@@ -0,0 +1 @@
+- Enric Tobella ([Dixmit](https://www.dixmit.com/))

odoo-bringout-oca-automation-automation_oca/automation_oca/readme/CREDITS.md

@@ -0,0 +1,3 @@
+The development of this module has been financially supported by:
+
+- Associacion Española de Odoo ([AEODOO](https://www.aeodoo.org/))

odoo-bringout-oca-automation-automation_oca/automation_oca/readme/DESCRIPTION.md

@@ -0,0 +1,7 @@
+This module allows to automate several process according to some rules.
+
+This is useful for creating automated actions on your database like:
+
+- Send a welcome email to all new partners (or filtered according to some rules)
+- Remember to online customers that they forgot their basket with some items
+- Send documents to sign to all new employees

odoo-bringout-oca-automation-automation_oca/automation_oca/readme/USAGE.md

@@ -0,0 +1,59 @@
+Configure your processes
+------------------------
+
+1. Access the `Automation` menu.
+2. Create a new Automation Configuration.
+3. Set the model and domains.
+4. Go to Configuration -> Filters to create filters as a preconfigured domains.
+  Filters can be established in the proper field in the Automation Configuration record.
+5. Create the different steps by clicking the "ADD" button inside the automation configuration form.
+6. Create child steps by clicking the "Add child activity" at the bottom of a created step.
+7.
+8. Select the kind of configuration you create. You can choose between:
+    * *Periodic configurations*: every 6 hours, a process will check if new records need to be created.
+    * *On demand configurations*: user need to execute manually the job.
+9. Press `Start`.
+10. Inside the process, you can check all the created items.
+
+![Configuration Screenshot](./static/description/configuration.png)
+
+Configuration of steps
+---------------------------
+
+Steps can trigger one of the following options:
+
+- `Mail`: Sends an email using a template.
+- `Server Action`: Executes a server action.
+- `Activity`: Creates an activity to the related record.
+
+All the steps need to specify the moment of execution. We will set the number of hours/days and a trigger type:
+
+- `Start of workflow`: It will be executed at the previously-configured time after we create the record.
+- `Execution of another step`: It will be executed at the previously-configured time after the previous step is finished properly.
+- `Mail opened`: It will be executed at the previously-configured time after the mail from the previous step is opened.
+- `Mail not opened`: It will be executed at the previously-configured time after the mail from the previous step is sent if it is not opened before this time.
+- `Mail replied`: It will be executed at the previously-configured time after the mail from the previous step is replied.
+- `Mail not replied`: It will be executed at the previously-configured time after the mail from the previous step is opened if it has not been replied.
+- `Mail clicked`: It will be executed at the previously-configured time after the links of the mail from the previous step are clicked.
+- `Mail not clicked`: It will be executed at the previously-configured time after the mail from the previous step is opened and no links are clicked.
+- `Mail bounced`: It will be executed at the previously-configured time after the mail from the previous step is bounced back for any reason.
+- `Activity has been finished`: It will be executed at the previously-configured time after the activity from the previous action is done.
+- `Activity has not been finished`: It will be executed at the previously-configured time after the previous action is executed if the related activity is not done.
+
+Important to remember to define a proper template when sending the email.
+It will the template without using a notification template.
+Also, it is important to define correctly the text partner or email to field on the template
+
+Records creation
+----------------
+
+Records are created using a cron action. This action is executed every 6 hours by default.
+
+Step execution
+------------------
+
+Steps are executed using a cron action. This action is executed every hour by default.
+On the record view, you can execute manually an action.
+
+There is a way to enforce step execution when finalize the previous one.
+If we set a negative value on the period, the execution will be immediate without a cron.

odoo-bringout-oca-automation-automation_oca/automation_oca/security/ir.model.access.csv

@@ -0,0 +1,14 @@
+id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
+access_automation_configuration,Access Automation Configuration,model_automation_configuration,group_automation_user,1,0,0,0
+manage_automation_configuration,Access Automation Configuration,model_automation_configuration,group_automation_manager,1,1,1,1
+access_automation_configuration_step,Access Automation Configuration Activity,model_automation_configuration_step,group_automation_user,1,0,0,0
+manage_automation_configuration_step,Access Automation Configuration Activity,model_automation_configuration_step,group_automation_manager,1,1,1,1
+access_automation_record,Access Automation Record,model_automation_record,group_automation_user,1,0,0,0
+manage_automation_record,Access Automation Record,model_automation_record,group_automation_manager,1,1,1,1
+access_automation_filter,Access Automation filter,model_automation_filter,group_automation_user,1,0,0,0
+manage_automation_filter,Access Automation filter,model_automation_filter,group_automation_manager,1,1,1,1
+access_automation_tag,Access Automation tag,model_automation_tag,group_automation_user,1,0,0,0
+manage_automation_tag,Access Automation tag,model_automation_tag,group_automation_manager,1,1,1,1
+access_automation_record_step,Access Automation Record Activity,model_automation_record_step,group_automation_user,1,0,0,0
+manage_automation_record_step,Access Automation Record Activity,model_automation_record_step,group_automation_manager,1,1,1,1
+manage_automation_configuration_test,Access Automation Configuration Test,model_automation_configuration_test,group_automation_manager,1,1,1,1

odoo-bringout-oca-automation-automation_oca/automation_oca/security/security.xml

@@ -0,0 +1,33 @@
+<?xml version="1.0" encoding="utf-8" ?>
+<odoo>
+    <record id="group_automation_user" model="res.groups">
+        <field name="name">User</field>
+        <field name="category_id" ref="base.module_category_automation" />
+    </record>
+    <record id="group_automation_manager" model="res.groups">
+        <field name="name">Manager</field>
+        <field name="category_id" ref="base.module_category_automation" />
+        <field name="implied_ids" eval="[(4, ref('group_automation_user'))]" />
+    </record>
+    <data noupdate="1">
+        <record id="base.user_admin" model="res.users">
+            <field name="groups_id" eval="[(4, ref('group_automation_manager'))]" />
+        </record>
+        <record id="automation_configuration_rule" model="ir.rule">
+            <field name="name">Automation Configuration Company rule</field>
+            <field name="model_id" ref="model_automation_configuration" />
+            <field name="global" eval="True" />
+            <field
+                name="domain_force"
+            >['|', ('company_id', 'in', company_ids), ('company_id', '=', False)]</field>
+        </record>
+        <record id="automation_configuration_step_rule" model="ir.rule">
+            <field name="name">Automation Configuration Company Activity rule</field>
+            <field name="model_id" ref="model_automation_configuration_step" />
+            <field name="global" eval="True" />
+            <field
+                name="domain_force"
+            >['|', ('configuration_id.company_id', 'in', company_ids), ('configuration_id.company_id', '=', False)]</field>
+        </record>
+    </data>
+</odoo>

odoo-bringout-oca-automation-automation_oca/automation_oca/static/description/icon.svg

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+</head>
+<body>
+<div class="document">
+
+
+<a class="reference external image-reference" href="https://odoo-community.org/get-involved?utm_source=readme">
+<img alt="Odoo Community Association" src="https://odoo-community.org/readme-banner-image" />
+</a>
+<div class="section" id="automation-oca">
+<h1>Automation Oca</h1>
+<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+!! This file is generated by oca-gen-addon-readme !!
+!! changes will be overwritten.                   !!
+!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+!! source digest: sha256:bf7f94a060a16c6d36248bb970d9cbc5925480da1127a49bfb77208b1a1821e5
+!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
+<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/license-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/automation/tree/16.0/automation_oca"><img alt="OCA/automation" src="https://img.shields.io/badge/github-OCA%2Fautomation-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/automation-16-0/automation-16-0-automation_oca"><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/automation&amp;target_branch=16.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
+<p>This module allows to automate several process according to some rules.</p>
+<p>This is useful for creating automated actions on your database like:</p>
+<ul class="simple">
+<li>Send a welcome email to all new partners (or filtered according to
+some rules)</li>
+<li>Remember to online customers that they forgot their basket with some
+items</li>
+<li>Send documents to sign to all new employees</li>
+</ul>
+<p><strong>Table of contents</strong></p>
+<div class="contents local topic" id="contents">
+<ul class="simple">
+<li><a class="reference internal" href="#usage" id="toc-entry-1">Usage</a><ul>
+<li><a class="reference internal" href="#configure-your-processes" id="toc-entry-2">Configure your processes</a></li>
+<li><a class="reference internal" href="#configuration-of-steps" id="toc-entry-3">Configuration of steps</a></li>
+<li><a class="reference internal" href="#records-creation" id="toc-entry-4">Records creation</a></li>
+<li><a class="reference internal" href="#step-execution" id="toc-entry-5">Step execution</a></li>
+</ul>
+</li>
+<li><a class="reference internal" href="#bug-tracker" id="toc-entry-6">Bug Tracker</a></li>
+<li><a class="reference internal" href="#credits" id="toc-entry-7">Credits</a><ul>
+<li><a class="reference internal" href="#authors" id="toc-entry-8">Authors</a></li>
+<li><a class="reference internal" href="#contributors" id="toc-entry-9">Contributors</a></li>
+<li><a class="reference internal" href="#other-credits" id="toc-entry-10">Other credits</a></li>
+<li><a class="reference internal" href="#maintainers" id="toc-entry-11">Maintainers</a></li>
+</ul>
+</li>
+</ul>
+</div>
+<div class="section" id="usage">
+<h2><a class="toc-backref" href="#toc-entry-1">Usage</a></h2>
+<div class="section" id="configure-your-processes">
+<h3><a class="toc-backref" href="#toc-entry-2">Configure your processes</a></h3>
+<ol class="arabic simple">
+<li>Access the <tt class="docutils literal">Automation</tt> menu.</li>
+<li>Create a new Automation Configuration.</li>
+<li>Set the model and domains.</li>
+<li>Go to Configuration -&gt; Filters to create filters as a preconfigured
+domains. Filters can be established in the proper field in the
+Automation Configuration record.</li>
+<li>Create the different steps by clicking the “ADD” button inside the
+automation configuration form.</li>
+<li>Create child steps by clicking the “Add child activity” at the
+bottom of a created step.</li>
+<li></li>
+<li>Select the kind of configuration you create. You can choose between:<ul>
+<li><em>Periodic configurations</em>: every 6 hours, a process will check if
+new records need to be created.</li>
+<li><em>On demand configurations</em>: user need to execute manually the job.</li>
+</ul>
+</li>
+<li>Press <tt class="docutils literal">Start</tt>.</li>
+<li>Inside the process, you can check all the created items.</li>
+</ol>
+<p><img alt="Configuration Screenshot" src="https://raw.githubusercontent.com/OCA/automation/16.0/automation_oca/static/description/configuration.png" /></p>
+</div>
+<div class="section" id="configuration-of-steps">
+<h3><a class="toc-backref" href="#toc-entry-3">Configuration of steps</a></h3>
+<p>Steps can trigger one of the following options:</p>
+<ul class="simple">
+<li><tt class="docutils literal">Mail</tt>: Sends an email using a template.</li>
+<li><tt class="docutils literal">Server Action</tt>: Executes a server action.</li>
+<li><tt class="docutils literal">Activity</tt>: Creates an activity to the related record.</li>
+</ul>
+<p>All the steps need to specify the moment of execution. We will set the
+number of hours/days and a trigger type:</p>
+<ul class="simple">
+<li><tt class="docutils literal">Start of workflow</tt>: It will be executed at the
+previously-configured time after we create the record.</li>
+<li><tt class="docutils literal">Execution of another step</tt>: It will be executed at the
+previously-configured time after the previous step is finished
+properly.</li>
+<li><tt class="docutils literal">Mail opened</tt>: It will be executed at the previously-configured time
+after the mail from the previous step is opened.</li>
+<li><tt class="docutils literal">Mail not opened</tt>: It will be executed at the previously-configured
+time after the mail from the previous step is sent if it is not opened
+before this time.</li>
+<li><tt class="docutils literal">Mail replied</tt>: It will be executed at the previously-configured
+time after the mail from the previous step is replied.</li>
+<li><tt class="docutils literal">Mail not replied</tt>: It will be executed at the previously-configured
+time after the mail from the previous step is opened if it has not
+been replied.</li>
+<li><tt class="docutils literal">Mail clicked</tt>: It will be executed at the previously-configured
+time after the links of the mail from the previous step are clicked.</li>
+<li><tt class="docutils literal">Mail not clicked</tt>: It will be executed at the previously-configured
+time after the mail from the previous step is opened and no links are
+clicked.</li>
+<li><tt class="docutils literal">Mail bounced</tt>: It will be executed at the previously-configured
+time after the mail from the previous step is bounced back for any
+reason.</li>
+<li><tt class="docutils literal">Activity has been finished</tt>: It will be executed at the
+previously-configured time after the activity from the previous action
+is done.</li>
+<li><tt class="docutils literal">Activity has not been finished</tt>: It will be executed at the
+previously-configured time after the previous action is executed if
+the related activity is not done.</li>
+</ul>
+<p>Important to remember to define a proper template when sending the
+email. It will the template without using a notification template. Also,
+it is important to define correctly the text partner or email to field
+on the template</p>
+</div>
+<div class="section" id="records-creation">
+<h3><a class="toc-backref" href="#toc-entry-4">Records creation</a></h3>
+<p>Records are created using a cron action. This action is executed every 6
+hours by default.</p>
+</div>
+<div class="section" id="step-execution">
+<h3><a class="toc-backref" href="#toc-entry-5">Step execution</a></h3>
+<p>Steps are executed using a cron action. This action is executed every
+hour by default. On the record view, you can execute manually an action.</p>
+<p>There is a way to enforce step execution when finalize the previous one.
+If we set a negative value on the period, the execution will be
+immediate without a cron.</p>
+</div>
+</div>
+<div class="section" id="bug-tracker">
+<h2><a class="toc-backref" href="#toc-entry-6">Bug Tracker</a></h2>
+<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/automation/issues">GitHub Issues</a>.
+In case of trouble, please check there if your issue has already been reported.
+If you spotted it first, help us to smash it by providing a detailed and welcomed
+<a class="reference external" href="https://github.com/OCA/automation/issues/new?body=module:%20automation_oca%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
+<p>Do not contact contributors directly about support or help with technical issues.</p>
+</div>
+<div class="section" id="credits">
+<h2><a class="toc-backref" href="#toc-entry-7">Credits</a></h2>
+<div class="section" id="authors">
+<h3><a class="toc-backref" href="#toc-entry-8">Authors</a></h3>
+<ul class="simple">
+<li>Dixmit</li>
+</ul>
+</div>
+<div class="section" id="contributors">
+<h3><a class="toc-backref" href="#toc-entry-9">Contributors</a></h3>
+<ul class="simple">
+<li>Enric Tobella (<a class="reference external" href="https://www.dixmit.com/">Dixmit</a>)</li>
+</ul>
+</div>
+<div class="section" id="other-credits">
+<h3><a class="toc-backref" href="#toc-entry-10">Other credits</a></h3>
+<p>The development of this module has been financially supported by:</p>
+<ul class="simple">
+<li>Associacion Española de Odoo (<a class="reference external" href="https://www.aeodoo.org/">AEODOO</a>)</li>
+</ul>
+</div>
+<div class="section" id="maintainers">
+<h3><a class="toc-backref" href="#toc-entry-11">Maintainers</a></h3>
+<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>
+<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>
+<p>This module is part of the <a class="reference external" href="https://github.com/OCA/automation/tree/16.0/automation_oca">OCA/automation</a> project on GitHub.</p>
+<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
+</div>
+</div>
+</div>
+</div>
+</body>
+</html>

odoo-bringout-oca-automation-automation_oca/automation_oca/static/src/fields/automation_activity/automation_activity.esm.js

@@ -0,0 +1,53 @@
+/** @odoo-module **/
+import {useOpenX2ManyRecord, useX2ManyCrud} from "@web/views/fields/relational_utils";
+
+import {AutomationKanbanRenderer} from "../../views/automation_kanban/automation_kanban_renderer.esm";
+import {X2ManyField} from "@web/views/fields/x2many/x2many_field";
+import {registry} from "@web/core/registry";
+
+const {useSubEnv} = owl;
+
+export class AutomationActivity extends X2ManyField {
+    setup() {
+        super.setup();
+        useSubEnv({
+            onAddActivity: this.onAdd.bind(this),
+        });
+        const {saveRecord, updateRecord} = useX2ManyCrud(
+            () => this.list,
+            this.isMany2Many
+        );
+        const openRecord = useOpenX2ManyRecord({
+            resModel: this.list.resModel,
+            activeField: this.activeField,
+            activeActions: this.activeActions,
+            getList: () => this.list,
+            saveRecord: async (record) => {
+                await saveRecord(record);
+                await this.props.record.save();
+            },
+            updateRecord,
+            withParentId: this.activeField.widget !== "many2many",
+        });
+        this._openRecord = (params) => {
+            const activeElement = document.activeElement;
+            openRecord({
+                ...params,
+                onClose: async () => {
+                    if (activeElement) {
+                        activeElement.focus();
+                    }
+                    await this.props.record.save();
+                    this.props.record.model.notify();
+                },
+            });
+        };
+    }
+}
+
+AutomationActivity.components = {
+    ...AutomationActivity.components,
+    KanbanRenderer: AutomationKanbanRenderer,
+};
+
+registry.category("fields").add("automation_step", AutomationActivity);

odoo-bringout-oca-automation-automation_oca/automation_oca/static/src/fields/automation_graph/automation_graph.esm.js

@@ -0,0 +1,104 @@
+/** @odoo-module **/
+/* global Chart*/
+
+import {loadJS} from "@web/core/assets";
+import {registry} from "@web/core/registry";
+import {standardFieldProps} from "@web/views/fields/standard_field_props";
+
+const {Component, onWillStart, useEffect, useRef} = owl;
+
+export class AutomationGraph extends Component {
+    setup() {
+        this.chart = null;
+        this.canvasRef = useRef("canvas");
+        onWillStart(() => loadJS("/web/static/lib/Chart/Chart.js"));
+        useEffect(() => {
+            this.renderChart();
+            return () => {
+                if (this.chart) {
+                    this.chart.destroy();
+                }
+            };
+        });
+    }
+    _getChartConfig() {
+        return {
+            type: "line",
+            data: {
+                labels: this.props.value.done.map(function (pt) {
+                    return pt.x;
+                }),
+                datasets: [
+                    {
+                        backgroundColor: "#4CAF5080",
+                        borderColor: "#4CAF50",
+                        data: this.props.value.done,
+                        fill: "start",
+                        label: this.env._t("Done"),
+                        borderWidth: 2,
+                    },
+                    {
+                        backgroundColor: "#F4433680",
+                        borderColor: "#F44336",
+                        data: this.props.value.error,
+                        fill: "start",
+                        label: this.env._t("Error"),
+                        borderWidth: 2,
+                    },
+                ],
+            },
+            options: {
+                legend: {display: false},
+
+                layout: {
+                    padding: {left: 10, right: 10, top: 10, bottom: 10},
+                },
+                scales: {
+                    yAxes: [
+                        {
+                            type: "linear",
+                            display: false,
+                            ticks: {
+                                beginAtZero: true,
+                            },
+                        },
+                    ],
+                    xAxes: [
+                        {
+                            ticks: {
+                                maxRotation: 0,
+                            },
+                        },
+                    ],
+                },
+                maintainAspectRatio: false,
+                elements: {
+                    line: {
+                        tension: 0.000001,
+                    },
+                },
+                tooltips: {
+                    intersect: false,
+                    position: "nearest",
+                    caretSize: 0,
+                    borderWidth: 2,
+                },
+            },
+        };
+    }
+    renderChart() {
+        if (this.chart) {
+            this.chart.destroy();
+        }
+        var config = this._getChartConfig();
+        this.chart = new Chart(this.canvasRef.el, config);
+        Chart.animationService.advance();
+    }
+}
+
+AutomationGraph.template = "automation_oca.AutomationGraph";
+AutomationGraph.props = {
+    ...standardFieldProps,
+};
+
+registry.category("fields").add("automation_graph", AutomationGraph);

odoo-bringout-oca-automation-automation_oca/automation_oca/static/src/fields/automation_graph/automation_graph.xml

@@ -0,0 +1,10 @@
+<?xml version="1.0" encoding="UTF-8" ?>
+<templates id="template" xml:space="preserve">
+
+    <t t-name="automation_oca.AutomationGraph" owl="1">
+        <div class="o_automation_graph w-100" t-att-class="props.className">
+            <canvas t-ref="canvas" />
+        </div>
+    </t>
+
+</templates>

odoo-bringout-oca-automation-automation_oca/automation_oca/static/src/views/automation_kanban/automation_kanban.scss

@@ -0,0 +1,128 @@
+.o_automation_kanban {
+    .o_kanban_renderer.o_kanban_ungrouped .o_kanban_record {
+        flex: 0 0 100%;
+        width: unset;
+        margin: 0px;
+        > div {
+            border: none;
+        }
+        .o_automation_kanban_box {
+            display: flex;
+            .o_automation_kanban_card {
+                width: 600px;
+                max-width: 600px;
+            }
+            .o_automation_kanban_extra {
+                flex-direction: column;
+                width: 10rem;
+            }
+            .o_automation_kanban_position_line {
+                border-right: 3px dotted $gray-300;
+                top: -0.5rem;
+                bottom: 0.5rem;
+                width: 8.75rem;
+                position: absolute;
+            }
+            .o_automation_kanban_card_position {
+                position: absolute;
+                top: 1.5rem;
+                text-align: right;
+                width: 9.125rem;
+            }
+            .o_automation_kanban_time {
+                flex-direction: column;
+                .o_automation_kanban_time_info {
+                    border: 1px solid $gray-300;
+                    width: 7rem;
+                }
+            }
+            .o_automation_kanban_card {
+                border: 1px solid $gray-300;
+                flex-grow: 1;
+                flex-basis: 0;
+                flex-shrink: 0;
+                flex-direction: column;
+                .o_automation_kanban_header {
+                    position: relative;
+                    .o_automation_kanban_header_icon {
+                        display: inline-block;
+                        padding: 3px 7px;
+                        margin: 5px;
+                        width: 28px;
+                        height: 28px;
+                        color: white;
+                        font-size: 14px;
+                        border-radius: 3px;
+                    }
+                    .o_automation_kanban_header_title {
+                        display: inline-block;
+                        position: absolute;
+                        top: auto;
+                        left: auto;
+                        bottom: auto;
+                        right: auto;
+                    }
+                    .o_automation_kanban_header_actions {
+                        position: absolute;
+                        top: 0px;
+                        left: auto;
+                        bottom: auto;
+                        right: 0px;
+                    }
+                }
+                .o_automation_kanban_graph {
+                    .o_automation_kpi_processed {
+                        color: #4caf50;
+                    }
+                    .o_automation_kpi_error {
+                        color: #f44336;
+                    }
+                }
+                .o_automation_kanban_child_add {
+                    .o_automation_kanban_child_add_title {
+                        padding: 2px;
+                    }
+                    .o_automation_kanban_child_add_buttons {
+                        display: none;
+                    }
+                }
+                .o_automation_kanban_child_add:hover {
+                    .o_automation_kanban_child_add_buttons {
+                        display: flex;
+                        .o_automation_kanban_child_add_button {
+                            cursor: pointer;
+                            flex-grow: 1;
+                            flex-basis: 0;
+                            flex-shrink: 0;
+                            flex-direction: column;
+                            border: 1px solid $gray-300;
+                        }
+                    }
+                }
+                .o_automation_kanban_states {
+                    display: flex;
+                    .o_automation_kanban_state {
+                        padding: 0.5rem;
+                        flex-grow: 1;
+                        flex-basis: 0;
+                        flex-shrink: 0;
+                        flex-direction: column;
+                        border-top: 1px solid $gray-300;
+                        border-right: 1px solid $gray-300;
+                        text-align: center;
+                    }
+
+                    .o_automation_kanban_state:last-child {
+                        border-right: none;
+                    }
+                }
+            }
+        }
+    }
+}
+.o_field_automation_graph {
+    width: 100%;
+}
+.filter-left {
+    text-align: left;
+}

odoo-bringout-oca-automation-automation_oca/automation_oca/static/src/views/automation_kanban/automation_kanban_compiler.esm.js

@@ -0,0 +1,22 @@
+/** @odoo-module */
+
+import {KanbanCompiler} from "@web/views/kanban/kanban_compiler";
+
+export class AutomationKanbanCompiler extends KanbanCompiler {
+    setup() {
+        super.setup();
+        this.compilers.push({
+            selector: ".o_automation_kanban_child_add_button[t-att-trigger-type]",
+            fn: this.compileHierarchyAddButton,
+        });
+    }
+    compileHierarchyAddButton(el) {
+        el.setAttribute(
+            "t-on-click",
+            "() => this.addNewChild({trigger_type: " +
+                el.getAttribute("t-att-trigger-type") +
+                "})"
+        );
+        return el;
+    }
+}

odoo-bringout-oca-automation-automation_oca/automation_oca/static/src/views/automation_kanban/automation_kanban_record.esm.js

@@ -0,0 +1,17 @@
+/** @odoo-module */
+
+import {AutomationKanbanCompiler} from "./automation_kanban_compiler.esm";
+import {KanbanRecord} from "@web/views/kanban/kanban_record";
+
+export class AutomationKanbanRecord extends KanbanRecord {
+    addNewChild(params) {
+        this.env.onAddActivity({
+            context: {
+                default_parent_id: this.props.record.data.id,
+                default_trigger_type: params.trigger_type,
+            },
+        });
+    }
+}
+
+AutomationKanbanRecord.Compiler = AutomationKanbanCompiler;

odoo-bringout-oca-automation-automation_oca/automation_oca/static/src/views/automation_kanban/automation_kanban_renderer.esm.js

@@ -0,0 +1,38 @@
+/** @odoo-module */
+
+import {AutomationKanbanRecord} from "./automation_kanban_record.esm";
+import {KanbanRenderer} from "@web/views/kanban/kanban_renderer";
+
+export class AutomationKanbanRenderer extends KanbanRenderer {
+    /*
+    Here we are going to reorder the items in the proper way and
+    we will show the items with the proper padding
+    */
+    getGroupsOrRecords() {
+        return this._sortRecordsHierarchy(this.props.list.records, false).map(
+            (record) => ({
+                record,
+                key: record.id,
+            })
+        );
+    }
+    _sortRecordsHierarchy(records, parent_id) {
+        return records.flatMap((record) => {
+            if (!record.data.id) {
+                return [];
+            }
+            if (record.data.parent_id && record.data.parent_id[0] !== parent_id) {
+                return [];
+            }
+            if (!record.data.parent_id && parent_id) {
+                return [];
+            }
+            return [record, ...this._sortRecordsHierarchy(records, record.data.id)];
+        });
+    }
+}
+
+AutomationKanbanRenderer.components = {
+    ...AutomationKanbanRenderer.components,
+    KanbanRecord: AutomationKanbanRecord,
+};

odoo-bringout-oca-automation-automation_oca/automation_oca/tests/__init__.py

@@ -0,0 +1,5 @@
+from . import test_automation_action
+from . import test_automation_activity
+from . import test_automation_base
+from . import test_automation_mail
+from . import test_automation_security

odoo-bringout-oca-automation-automation_oca/automation_oca/tests/common.py

@@ -0,0 +1,93 @@
+# Copyright 2024 Dixmit
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+from odoo.tests.common import TransactionCase
+
+
+class AutomationTestCase(TransactionCase):
+    @classmethod
+    def setUpClass(cls):
+        super().setUpClass()
+        cls.env["automation.configuration"].search([]).toggle_active()
+        cls.action = cls.env["ir.actions.server"].create(
+            {
+                "name": "Demo action",
+                "state": "code",
+                "model_id": cls.env.ref("base.model_res_partner").id,
+                "code": "records.write({'comment': env.context.get('key_value')})",
+            }
+        )
+        cls.activity_type = cls.env["mail.activity.type"].create({"name": "DEMO"})
+        cls.error_action = cls.env["ir.actions.server"].create(
+            {
+                "name": "Demo action",
+                "state": "code",
+                "model_id": cls.env.ref("base.model_res_partner").id,
+                "code": "raise UserError('ERROR')",
+            }
+        )
+        cls.template = cls.env["mail.template"].create(
+            {
+                "name": "My template",
+                "model_id": cls.env.ref("base.model_res_partner").id,
+                "subject": "Subject",
+                "partner_to": "{{ object.id }}",
+                "body_html": 'My template <a href="https://www.twitter.com" /> with link',
+            }
+        )
+        cls.partner_01 = cls.env["res.partner"].create(
+            {"name": "Demo partner", "comment": "Demo", "email": "test@test.com"}
+        )
+        cls.partner_02 = cls.env["res.partner"].create(
+            {"name": "Demo partner 2", "comment": "Demo", "email": "test@test.com"}
+        )
+        cls.configuration = cls.env["automation.configuration"].create(
+            {
+                "name": "Test configuration",
+                "model_id": cls.env.ref("base.model_res_partner").id,
+                "is_periodic": True,
+            }
+        )
+
+    @classmethod
+    def create_server_action(cls, parent_id=False, **kwargs):
+        return cls.env["automation.configuration.step"].create(
+            {
+                "name": "Demo activity",
+                "parent_id": parent_id,
+                "configuration_id": cls.configuration.id,
+                "step_type": "action",
+                "server_action_id": cls.action.id,
+                "trigger_type": "after_step" if parent_id else "start",
+                **kwargs,
+            }
+        )
+
+    @classmethod
+    def create_activity_action(cls, parent_id=False, **kwargs):
+        return cls.env["automation.configuration.step"].create(
+            {
+                "name": "Demo activity",
+                "parent_id": parent_id,
+                "configuration_id": cls.configuration.id,
+                "step_type": "activity",
+                "activity_type_id": cls.activity_type.id,
+                "trigger_type": "after_step" if parent_id else "start",
+                **kwargs,
+            }
+        )
+
+    @classmethod
+    def create_mail_activity(cls, parent_id=False, trigger_type=False, **kwargs):
+        return cls.env["automation.configuration.step"].create(
+            {
+                "name": "Demo activity",
+                "parent_id": parent_id,
+                "configuration_id": cls.configuration.id,
+                "step_type": "mail",
+                "mail_template_id": cls.template.id,
+                "trigger_type": trigger_type
+                or ("after_step" if parent_id else "start"),
+                **kwargs,
+            }
+        )

odoo-bringout-oca-automation-automation_oca/automation_oca/tests/test_automation_action.py

@@ -0,0 +1,235 @@
+# Copyright 2024 Dixmit
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+from .common import AutomationTestCase
+
+
+class TestAutomationAction(AutomationTestCase):
+    def test_activity_immediate_execution(self):
+        """
+        We will check the execution of the tasks and that we cannot execute them again
+        """
+        activity = self.create_server_action(trigger_interval=-1)
+        self.configuration.editable_domain = "[('id', '=', %s)]" % self.partner_01.id
+        self.configuration.start_automation()
+        self.env["automation.configuration"].cron_automation()
+        self.assertFalse(self.partner_01.comment)
+        self.assertTrue(self.partner_02.comment)
+        record_activity = self.env["automation.record.step"].search(
+            [("configuration_step_id", "=", activity.id)]
+        )
+        self.assertEqual(1, len(record_activity))
+        self.assertEqual("done", record_activity.state)
+
+    def test_activity_execution(self):
+        """
+        We will check the execution of the tasks and that we cannot execute them again
+        """
+        activity = self.create_server_action()
+        self.configuration.editable_domain = "[('id', '=', %s)]" % self.partner_01.id
+        self.configuration.start_automation()
+        self.env["automation.configuration"].cron_automation()
+        self.assertTrue(self.partner_01.comment)
+        self.assertTrue(self.partner_02.comment)
+        self.env["automation.record.step"]._cron_automation_steps()
+        self.assertFalse(self.partner_01.comment)
+        self.assertTrue(self.partner_02.comment)
+        record_activity = self.env["automation.record.step"].search(
+            [("configuration_step_id", "=", activity.id)]
+        )
+        self.assertEqual(1, len(record_activity))
+        self.assertEqual("done", record_activity.state)
+        self.partner_01.comment = "My comment"
+        # We check that the action is not executed again
+        record_activity.run()
+        self.assertFalse(record_activity.step_actions)
+        self.assertTrue(self.partner_01.comment)
+
+    def test_child_execution_filters(self):
+        """
+        We will create a task that executes two more tasks filtered with and extra task
+        The child tasks should only be created after the first one is finished.
+        Also, if one is aborted, the subsuquent tasks will not be created.
+        TASK 1 ---> TASK 1_1 (only for partner 1) --> TASK 1_1_1
+               ---> TASK 1_2 (only for partner 2) --> TASK 1_2_1
+
+        In this case, the task 1_1_1 will only be generated for partner 1 and task 1_2_1
+        for partner 2
+        """
+        self.configuration.editable_domain = "[('id', 'in', [%s, %s])]" % (
+            self.partner_01.id,
+            self.partner_02.id,
+        )
+
+        activity_1 = self.create_server_action()
+        activity_1_1 = self.create_server_action(
+            parent_id=activity_1.id, domain="[('id', '=', %s)]" % self.partner_01.id
+        )
+        activity_1_2 = self.create_server_action(
+            parent_id=activity_1.id, domain="[('id', '=', %s)]" % self.partner_02.id
+        )
+        activity_1_1_1 = self.create_server_action(parent_id=activity_1_1.id)
+        activity_1_2_1 = self.create_server_action(parent_id=activity_1_2.id)
+        self.configuration.start_automation()
+        self.env["automation.configuration"].cron_automation()
+        self.assertEqual(
+            0,
+            self.env["automation.record.step"].search_count(
+                [
+                    (
+                        "configuration_step_id",
+                        "in",
+                        (
+                            activity_1_1
+                            | activity_1_2
+                            | activity_1_1_1
+                            | activity_1_2_1
+                        ).ids,
+                    )
+                ]
+            ),
+        )
+        self.assertTrue(self.partner_01.comment)
+        self.assertTrue(self.partner_02.comment)
+        self.env["automation.record.step"]._cron_automation_steps()
+        self.assertFalse(self.partner_01.comment)
+        self.assertFalse(self.partner_02.comment)
+        self.assertEqual(
+            1,
+            self.env["automation.record.step"].search_count(
+                [
+                    ("configuration_step_id", "=", activity_1_1.id),
+                    ("record_id.res_id", "=", self.partner_01.id),
+                ]
+            ),
+        )
+        self.assertEqual(
+            1,
+            self.env["automation.record.step"].search_count(
+                [
+                    ("configuration_step_id", "=", activity_1_2.id),
+                    ("record_id.res_id", "=", self.partner_01.id),
+                ]
+            ),
+        )
+        self.assertEqual(
+            1,
+            self.env["automation.record.step"].search_count(
+                [
+                    ("configuration_step_id", "=", activity_1_1.id),
+                    ("record_id.res_id", "=", self.partner_02.id),
+                ]
+            ),
+        )
+        self.assertEqual(
+            1,
+            self.env["automation.record.step"].search_count(
+                [
+                    ("configuration_step_id", "=", activity_1_2.id),
+                    ("record_id.res_id", "=", self.partner_02.id),
+                ]
+            ),
+        )
+        self.assertEqual(
+            0,
+            self.env["automation.record.step"].search_count(
+                [
+                    (
+                        "configuration_step_id",
+                        "in",
+                        (activity_1_1_1 | activity_1_2_1).ids,
+                    )
+                ]
+            ),
+        )
+        self.env["automation.record.step"]._cron_automation_steps()
+        self.assertEqual(
+            1,
+            self.env["automation.record.step"].search_count(
+                [
+                    ("configuration_step_id", "=", activity_1_1.id),
+                    ("record_id.res_id", "=", self.partner_01.id),
+                    ("state", "=", "done"),
+                ]
+            ),
+        )
+        self.assertEqual(
+            1,
+            self.env["automation.record.step"].search_count(
+                [
+                    ("configuration_step_id", "=", activity_1_2.id),
+                    ("record_id.res_id", "=", self.partner_01.id),
+                    ("state", "=", "rejected"),
+                ]
+            ),
+        )
+        self.assertEqual(
+            1,
+            self.env["automation.record.step"].search_count(
+                [
+                    ("configuration_step_id", "=", activity_1_1.id),
+                    ("record_id.res_id", "=", self.partner_02.id),
+                    ("state", "=", "rejected"),
+                ]
+            ),
+        )
+        self.assertEqual(
+            1,
+            self.env["automation.record.step"].search_count(
+                [
+                    ("configuration_step_id", "=", activity_1_2.id),
+                    ("record_id.res_id", "=", self.partner_02.id),
+                    ("state", "=", "done"),
+                ]
+            ),
+        )
+        self.assertEqual(
+            1,
+            self.env["automation.record.step"].search_count(
+                [
+                    ("configuration_step_id", "=", activity_1_1_1.id),
+                    ("record_id.res_id", "=", self.partner_01.id),
+                ]
+            ),
+        )
+        self.assertEqual(
+            0,
+            self.env["automation.record.step"].search_count(
+                [
+                    ("configuration_step_id", "=", activity_1_2_1.id),
+                    ("record_id.res_id", "=", self.partner_01.id),
+                ]
+            ),
+        )
+        self.assertEqual(
+            0,
+            self.env["automation.record.step"].search_count(
+                [
+                    ("configuration_step_id", "=", activity_1_1_1.id),
+                    ("record_id.res_id", "=", self.partner_02.id),
+                ]
+            ),
+        )
+        self.assertEqual(
+            1,
+            self.env["automation.record.step"].search_count(
+                [
+                    ("configuration_step_id", "=", activity_1_2_1.id),
+                    ("record_id.res_id", "=", self.partner_02.id),
+                ]
+            ),
+        )
+
+    def test_context(self):
+        """
+        We will check that the context is modified and passed on server actions
+        """
+        self.create_server_action(server_context='{"key_value": "My Value"}')
+        self.partner_01.comment = False
+        self.configuration.editable_domain = "[('id', '=', %s)]" % self.partner_01.id
+        self.configuration.start_automation()
+        self.env["automation.configuration"].cron_automation()
+
+        self.assertFalse(self.partner_01.comment)
+        self.env["automation.record.step"]._cron_automation_steps()
+        self.assertIn("My Value", self.partner_01.comment)

odoo-bringout-oca-automation-automation_oca/automation_oca/tests/test_automation_activity.py

@@ -0,0 +1,334 @@
+# Copyright 2024 Dixmit
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+from odoo.tests import Form, new_test_user
+
+from .common import AutomationTestCase
+
+
+class TestAutomationActivity(AutomationTestCase):
+    @classmethod
+    def setUpClass(cls):
+        super().setUpClass()
+        cls.user = new_test_user(
+            cls.env,
+            login="test_user_automation",
+            groups="base.group_user,base.group_partner_manager",
+        )
+
+    def test_activity_execution(self):
+        """
+        We will check the execution of activity tasks (generation of an activity)
+        """
+        activity = self.create_activity_action()
+        self.configuration.editable_domain = "[('id', '=', %s)]" % self.partner_01.id
+        self.configuration.start_automation()
+        self.env["automation.configuration"].cron_automation()
+        self.assertFalse(self.partner_01.activity_ids)
+        self.env["automation.record.step"]._cron_automation_steps()
+        self.assertTrue(self.partner_01.activity_ids)
+        record_activity = self.env["automation.record.step"].search(
+            [("configuration_step_id", "=", activity.id)]
+        )
+        self.assertEqual(
+            record_activity, self.partner_01.activity_ids.automation_record_step_id
+        )
+        self.assertFalse(record_activity.activity_done_on)
+        record_activity.invalidate_recordset()
+        self.assertFalse(
+            [
+                step
+                for step in record_activity.step_actions
+                if step["done"] and step["icon"] == "fa fa-clock-o"
+            ]
+        )
+        self.partner_01.activity_ids.action_feedback()
+        self.assertTrue(record_activity.activity_done_on)
+        record_activity.invalidate_recordset()
+        self.assertTrue(
+            [
+                step
+                for step in record_activity.step_actions
+                if step["done"] and step["icon"] == "fa fa-clock-o"
+            ]
+        )
+
+    def test_activity_execution_permission(self):
+        """
+        We will check the execution of activity tasks (generation of an activity)
+        """
+        activity = self.create_activity_action()
+        self.configuration.editable_domain = "[('id', '=', %s)]" % self.partner_01.id
+        self.configuration.start_automation()
+        self.env["automation.configuration"].cron_automation()
+        self.assertFalse(self.partner_01.activity_ids)
+        self.env["automation.record.step"]._cron_automation_steps()
+        self.assertTrue(self.partner_01.activity_ids)
+        record_activity = self.env["automation.record.step"].search(
+            [("configuration_step_id", "=", activity.id)]
+        )
+        self.assertEqual(
+            record_activity, self.partner_01.activity_ids.automation_record_step_id
+        )
+        self.assertFalse(record_activity.activity_done_on)
+        record_activity.invalidate_recordset()
+        self.assertFalse(
+            [
+                step
+                for step in record_activity.step_actions
+                if step["done"] and step["icon"] == "fa fa-clock-o"
+            ]
+        )
+        self.partner_01.activity_ids.with_user(self.user.id).action_feedback()
+        self.assertTrue(record_activity.activity_done_on)
+        record_activity.invalidate_recordset()
+        self.assertTrue(
+            [
+                step
+                for step in record_activity.step_actions
+                if step["done"] and step["icon"] == "fa fa-clock-o"
+            ]
+        )
+
+    def test_activity_execution_child(self):
+        """
+        We will check the execution of the child task (activity_done) is only scheduled
+        after the activity is done
+        """
+        activity = self.create_activity_action()
+        child_activity = self.create_server_action(
+            parent_id=activity.id, trigger_type="activity_done"
+        )
+        self.configuration.editable_domain = "[('id', '=', %s)]" % self.partner_01.id
+        self.configuration.start_automation()
+        self.env["automation.configuration"].cron_automation()
+        self.env["automation.record.step"]._cron_automation_steps()
+        record_activity = self.env["automation.record.step"].search(
+            [("configuration_step_id", "=", activity.id)]
+        )
+        record_child_activity = self.env["automation.record.step"].search(
+            [("configuration_step_id", "=", child_activity.id)]
+        )
+        self.assertEqual(
+            record_activity, self.partner_01.activity_ids.automation_record_step_id
+        )
+        self.assertFalse(record_activity.activity_done_on)
+        self.assertFalse(record_child_activity.scheduled_date)
+        self.partner_01.activity_ids.action_feedback()
+        self.assertTrue(record_activity.activity_done_on)
+        self.assertTrue(record_child_activity.scheduled_date)
+        self.assertFalse(record_child_activity.processed_on)
+
+    def test_activity_execution_child_immediate(self):
+        """
+        We will check the execution of the child task (activity_done) is only scheduled
+        after the activity is done
+        """
+        activity = self.create_activity_action()
+        child_activity = self.create_server_action(
+            parent_id=activity.id, trigger_type="activity_done", trigger_interval=-1
+        )
+        self.configuration.editable_domain = "[('id', '=', %s)]" % self.partner_01.id
+        self.configuration.start_automation()
+        self.env["automation.configuration"].cron_automation()
+        self.env["automation.record.step"]._cron_automation_steps()
+        record_activity = self.env["automation.record.step"].search(
+            [("configuration_step_id", "=", activity.id)]
+        )
+        record_child_activity = self.env["automation.record.step"].search(
+            [("configuration_step_id", "=", child_activity.id)]
+        )
+        self.assertEqual(
+            record_activity, self.partner_01.activity_ids.automation_record_step_id
+        )
+        self.assertFalse(record_activity.activity_done_on)
+        self.assertFalse(record_child_activity.scheduled_date)
+        self.partner_01.activity_ids.action_feedback()
+        self.assertTrue(record_activity.activity_done_on)
+        self.assertTrue(record_child_activity.scheduled_date)
+        self.assertTrue(record_child_activity.processed_on)
+
+    def test_activity_execution_on_cancel(self):
+        """
+        We will check the execution of the child task (activity_done) is only scheduled
+        after the activity is done
+        """
+        activity = self.create_activity_action()
+        child_activity = self.create_server_action(
+            parent_id=activity.id, trigger_type="activity_done"
+        )
+        self.configuration.editable_domain = "[('id', '=', %s)]" % self.partner_01.id
+        self.configuration.start_automation()
+        self.env["automation.configuration"].cron_automation()
+        self.env["automation.record.step"]._cron_automation_steps()
+        record_activity = self.env["automation.record.step"].search(
+            [("configuration_step_id", "=", activity.id)]
+        )
+        record_child_activity = self.env["automation.record.step"].search(
+            [("configuration_step_id", "=", child_activity.id)]
+        )
+        self.assertEqual(
+            record_activity, self.partner_01.activity_ids.automation_record_step_id
+        )
+        self.assertFalse(record_activity.activity_done_on)
+        self.assertFalse(record_child_activity.scheduled_date)
+        self.partner_01.activity_ids.unlink()
+        self.assertFalse(record_activity.activity_done_on)
+        self.assertFalse(record_child_activity.scheduled_date)
+        self.assertEqual(record_child_activity.state, "rejected")
+
+    def test_activity_execution_on_cancel_permission(self):
+        """
+        We will check the execution of the child task (activity_done) is only scheduled
+        after the activity is done
+        """
+        activity = self.create_activity_action()
+        child_activity = self.create_server_action(
+            parent_id=activity.id, trigger_type="activity_done"
+        )
+        self.configuration.editable_domain = "[('id', '=', %s)]" % self.partner_01.id
+        self.configuration.start_automation()
+        self.env["automation.configuration"].cron_automation()
+        self.env["automation.record.step"]._cron_automation_steps()
+        record_activity = self.env["automation.record.step"].search(
+            [("configuration_step_id", "=", activity.id)]
+        )
+        record_child_activity = self.env["automation.record.step"].search(
+            [("configuration_step_id", "=", child_activity.id)]
+        )
+        self.assertEqual(
+            record_activity, self.partner_01.activity_ids.automation_record_step_id
+        )
+        self.assertFalse(record_activity.activity_done_on)
+        self.assertFalse(record_child_activity.scheduled_date)
+        self.partner_01.activity_ids.with_user(self.user.id).unlink()
+        self.assertFalse(record_activity.activity_done_on)
+        self.assertFalse(record_child_activity.scheduled_date)
+        self.assertEqual(record_child_activity.state, "rejected")
+
+    def test_activity_execution_cancel_child(self):
+        """
+        We will check the execution of the child task (activity_cancel) is only scheduled
+        after the activity is cancel
+        """
+        activity = self.create_activity_action()
+        child_activity = self.create_server_action(
+            parent_id=activity.id, trigger_type="activity_cancel"
+        )
+        self.configuration.editable_domain = "[('id', '=', %s)]" % self.partner_01.id
+        self.configuration.start_automation()
+        self.env["automation.configuration"].cron_automation()
+        self.env["automation.record.step"]._cron_automation_steps()
+        record_activity = self.env["automation.record.step"].search(
+            [("configuration_step_id", "=", activity.id)]
+        )
+        record_child_activity = self.env["automation.record.step"].search(
+            [("configuration_step_id", "=", child_activity.id)]
+        )
+        self.assertEqual(
+            record_activity, self.partner_01.activity_ids.automation_record_step_id
+        )
+        self.assertFalse(record_activity.activity_cancel_on)
+        self.assertFalse(record_child_activity.scheduled_date)
+        self.partner_01.activity_ids.unlink()
+        self.assertTrue(record_activity.activity_cancel_on)
+        self.assertTrue(record_child_activity.scheduled_date)
+
+    def test_activity_execution_cancel_child_on_done(self):
+        """
+        We will check the execution of the child task (activity_cancel) is not scheduled
+        after the activity is done
+        """
+        activity = self.create_activity_action()
+        child_activity = self.create_server_action(
+            parent_id=activity.id, trigger_type="activity_cancel"
+        )
+        self.configuration.editable_domain = "[('id', '=', %s)]" % self.partner_01.id
+        self.configuration.start_automation()
+        self.env["automation.configuration"].cron_automation()
+        self.env["automation.record.step"]._cron_automation_steps()
+        record_activity = self.env["automation.record.step"].search(
+            [("configuration_step_id", "=", activity.id)]
+        )
+        record_child_activity = self.env["automation.record.step"].search(
+            [("configuration_step_id", "=", child_activity.id)]
+        )
+        self.assertEqual(
+            record_activity, self.partner_01.activity_ids.automation_record_step_id
+        )
+        self.assertFalse(record_activity.activity_cancel_on)
+        self.assertFalse(record_child_activity.scheduled_date)
+        self.partner_01.activity_ids.action_feedback()
+        self.assertFalse(record_activity.activity_cancel_on)
+        self.assertFalse(record_child_activity.scheduled_date)
+        self.assertEqual(record_child_activity.state, "rejected")
+
+    def test_activity_execution_not_done_child_done(self):
+        """
+        We will check the execution of the tasks with activity_not_done is not executed
+        if it has been done
+        """
+        activity = self.create_activity_action()
+        child_activity = self.create_server_action(
+            parent_id=activity.id, trigger_type="activity_not_done"
+        )
+        self.configuration.editable_domain = "[('id', '=', %s)]" % self.partner_01.id
+        self.configuration.start_automation()
+        self.env["automation.configuration"].cron_automation()
+        self.env["automation.record.step"]._cron_automation_steps()
+        record_activity = self.env["automation.record.step"].search(
+            [("configuration_step_id", "=", activity.id)]
+        )
+        record_child_activity = self.env["automation.record.step"].search(
+            [("configuration_step_id", "=", child_activity.id)]
+        )
+        self.assertEqual(
+            record_activity, self.partner_01.activity_ids.automation_record_step_id
+        )
+        self.assertFalse(record_activity.activity_done_on)
+        self.assertTrue(record_child_activity.scheduled_date)
+        self.partner_01.activity_ids.action_feedback()
+        self.assertTrue(record_activity.activity_done_on)
+        self.assertTrue(record_child_activity.scheduled_date)
+        self.assertEqual("scheduled", record_child_activity.state)
+        record_child_activity.run()
+        self.assertEqual("rejected", record_child_activity.state)
+
+    def test_activity_execution_not_done_child_not_done(self):
+        """
+        We will check the execution of the tasks with activity_not_done is executed
+        if it has been not done
+        """
+        activity = self.create_activity_action()
+        child_activity = self.create_server_action(
+            parent_id=activity.id, trigger_type="activity_not_done"
+        )
+        self.configuration.editable_domain = "[('id', '=', %s)]" % self.partner_01.id
+        self.configuration.start_automation()
+        self.env["automation.configuration"].cron_automation()
+        self.env["automation.record.step"]._cron_automation_steps()
+        record_activity = self.env["automation.record.step"].search(
+            [("configuration_step_id", "=", activity.id)]
+        )
+        record_child_activity = self.env["automation.record.step"].search(
+            [("configuration_step_id", "=", child_activity.id)]
+        )
+        self.assertEqual(
+            record_activity, self.partner_01.activity_ids.automation_record_step_id
+        )
+        self.assertFalse(record_activity.activity_done_on)
+        self.assertTrue(record_child_activity.scheduled_date)
+        self.assertEqual("scheduled", record_child_activity.state)
+        record_child_activity.run()
+        self.assertEqual("done", record_child_activity.state)
+
+    def test_compute_default_values(self):
+        activity = self.create_server_action()
+        self.assertFalse(activity.activity_user_id)
+        with Form(activity) as f:
+            f.step_type = "activity"
+            f.activity_type_id = self.activity_type
+        self.assertTrue(activity.activity_user_id)
+        with Form(activity) as f:
+            f.step_type = "action"
+            f.server_action_id = self.action
+        self.assertFalse(activity.activity_user_id)

odoo-bringout-oca-automation-automation_oca/automation_oca/tests/test_automation_base.py

@@ -0,0 +1,681 @@
+# Copyright 2024 Dixmit
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+from datetime import datetime
+
+from freezegun import freeze_time
+
+from odoo.exceptions import ValidationError
+from odoo.tests import Form
+from odoo.tools.safe_eval import safe_eval
+
+from .common import AutomationTestCase
+
+
+class TestAutomationBase(AutomationTestCase):
+    def test_no_cron_no_start(self):
+        """
+        We want to check that the system only generates on periodical configurations
+        """
+        self.env["automation.configuration"].cron_automation()
+        self.assertEqual(
+            0,
+            self.env["automation.record"].search_count(
+                [("configuration_id", "=", self.configuration.id)]
+            ),
+        )
+        self.configuration.run_automation()
+        self.assertEqual(
+            0,
+            self.env["automation.record"].search_count(
+                [("configuration_id", "=", self.configuration.id)]
+            ),
+        )
+
+    def test_no_cron_on_demand(self):
+        """
+        We want to check that the system does not generate using cron
+        on on demand configurations, but allows manuall execution
+        """
+        self.configuration.is_periodic = False
+        self.configuration.start_automation()
+        self.env["automation.configuration"].cron_automation()
+        self.assertEqual(
+            0,
+            self.env["automation.record"].search_count(
+                [("configuration_id", "=", self.configuration.id)]
+            ),
+        )
+        self.configuration.run_automation()
+        self.assertNotEqual(
+            0,
+            self.env["automation.record"].search_count(
+                [("configuration_id", "=", self.configuration.id)]
+            ),
+        )
+
+    def test_next_execution_date(self):
+        with freeze_time("2022-01-01"):
+            self.assertFalse(self.configuration.next_execution_date)
+            self.env.ref(
+                "automation_oca.cron_configuration_run"
+            ).nextcall = datetime.now()
+            self.configuration.start_automation()
+            self.assertEqual(
+                self.configuration.next_execution_date, datetime(2022, 1, 1, 0, 0, 0)
+            )
+
+    def test_cron_no_duplicates(self):
+        """
+        We want to check that the records are generated only once, not twice
+        """
+        self.create_server_action()
+        self.configuration.start_automation()
+        self.env["automation.configuration"].cron_automation()
+        record = self.env["automation.record"].search(
+            [
+                ("configuration_id", "=", self.configuration.id),
+                ("res_id", "=", self.partner_01.id),
+            ]
+        )
+        self.assertEqual(
+            1,
+            self.env["automation.record"].search_count(
+                [
+                    ("configuration_id", "=", self.configuration.id),
+                    ("res_id", "=", self.partner_01.id),
+                ]
+            ),
+        )
+        self.assertEqual(
+            1,
+            self.env["automation.record"].search_count(
+                [
+                    ("configuration_id", "=", self.configuration.id),
+                    ("res_id", "=", self.partner_02.id),
+                ]
+            ),
+        )
+
+        self.env["automation.configuration"].cron_automation()
+        self.assertEqual(
+            1,
+            self.env["automation.record"].search_count(
+                [
+                    ("configuration_id", "=", self.configuration.id),
+                    ("res_id", "=", self.partner_01.id),
+                ]
+            ),
+        )
+        self.assertEqual(
+            1,
+            self.env["automation.record"].search_count(
+                [
+                    ("configuration_id", "=", self.configuration.id),
+                    ("res_id", "=", self.partner_02.id),
+                ]
+            ),
+        )
+        record = self.env["automation.record"].search(
+            [
+                ("configuration_id", "=", self.configuration.id),
+                ("res_id", "=", self.partner_01.id),
+            ]
+        )
+        self.assertEqual(
+            1,
+            self.env["automation.record.step"].search_count(
+                [("record_id", "=", record.id)]
+            ),
+        )
+
+    def test_filter(self):
+        """
+        We want to see that the records are only generated for
+        the records that fulfill the domain
+        """
+        self.create_server_action()
+        self.configuration.editable_domain = "[('id', '=', %s)]" % self.partner_01.id
+        self.configuration.start_automation()
+        self.env["automation.configuration"].cron_automation()
+        self.assertEqual(
+            1,
+            self.env["automation.record"].search_count(
+                [
+                    ("configuration_id", "=", self.configuration.id),
+                    ("res_id", "=", self.partner_01.id),
+                ]
+            ),
+        )
+        self.assertEqual(
+            0,
+            self.env["automation.record"].search_count(
+                [
+                    ("configuration_id", "=", self.configuration.id),
+                    ("res_id", "=", self.partner_02.id),
+                ]
+            ),
+        )
+
+    def test_exception(self):
+        """
+        Check that the error is raised properly and stored the full error
+        """
+        activity = self.create_server_action(server_action_id=self.error_action.id)
+        self.configuration.editable_domain = "[('id', '=', %s)]" % self.partner_01.id
+        self.configuration.start_automation()
+        self.env["automation.configuration"].cron_automation()
+        record = self.env["automation.record.step"].search(
+            [("configuration_step_id", "=", activity.id)]
+        )
+        self.assertFalse(record.error_trace)
+        self.env["automation.record.step"]._cron_automation_steps()
+        self.assertEqual(record.state, "error")
+        self.assertTrue(record.error_trace)
+
+    def test_record_resource_information(self):
+        """
+        Check the record computed fields of record
+        """
+        self.create_server_action(server_action_id=self.error_action.id)
+        self.configuration.editable_domain = "[('id', '=', %s)]" % self.partner_01.id
+        self.configuration.start_automation()
+        self.env["automation.configuration"].cron_automation()
+        record = self.env["automation.record"].search(
+            [("configuration_id", "=", self.configuration.id)]
+        )
+        self.assertEqual(self.partner_01.display_name, record.display_name)
+        self.assertEqual(self.partner_01, record.resource_ref)
+        record.model = "unexistent.model"
+        self.assertFalse(record.resource_ref)
+
+    def test_expiry(self):
+        """
+        Testing that expired actions are not executed
+        """
+        activity = self.create_server_action(expiry=True, trigger_interval=1)
+        self.configuration.editable_domain = "[('id', '=', %s)]" % self.partner_01.id
+        self.configuration.start_automation()
+        self.env["automation.configuration"].cron_automation()
+        record_activity = self.env["automation.record.step"].search(
+            [("configuration_step_id", "=", activity.id)]
+        )
+        self.assertEqual("scheduled", record_activity.state)
+        self.env["automation.record.step"]._cron_automation_steps()
+        self.assertEqual("expired", record_activity.state)
+
+    def test_cancel(self):
+        """
+        Testing that cancelled actions are not executed
+        """
+        activity = self.create_server_action()
+        self.configuration.editable_domain = "[('id', '=', %s)]" % self.partner_01.id
+        self.configuration.start_automation()
+        self.env["automation.configuration"].cron_automation()
+        record_activity = self.env["automation.record.step"].search(
+            [("configuration_step_id", "=", activity.id)]
+        )
+        self.assertEqual("scheduled", record_activity.state)
+        record_activity.cancel()
+        self.assertEqual("cancel", record_activity.state)
+        self.env["automation.record.step"]._cron_automation_steps()
+        self.assertEqual("cancel", record_activity.state)
+
+    def test_counter(self):
+        """
+        Check the counter function
+        """
+        self.create_server_action(server_action_id=self.error_action.id)
+        self.configuration.editable_domain = "[('id', '=', %s)]" % self.partner_01.id
+        self.configuration.start_automation()
+        self.assertEqual(0, self.configuration.record_count)
+        self.assertEqual(0, self.configuration.record_test_count)
+        self.env["automation.configuration"].cron_automation()
+        self.configuration.invalidate_recordset()
+        self.assertEqual(1, self.configuration.record_count)
+        self.assertEqual(0, self.configuration.record_test_count)
+
+    def test_start_configuration_twice_exception(self):
+        """
+        Check that we cannot start automation twice
+        """
+        self.configuration.start_automation()
+        with self.assertRaises(ValidationError):
+            self.configuration.start_automation()
+
+    def test_state_automation_management(self):
+        """
+        Testing the change of state
+        Draft -> Run -> Stop -> Draft
+        """
+        self.configuration.start_automation()
+        self.assertEqual(self.configuration.state, "periodic")
+        self.configuration.done_automation()
+        self.assertEqual(self.configuration.state, "done")
+        self.env["automation.configuration"].cron_automation()
+        self.assertFalse(
+            self.env["automation.record"].search(
+                [
+                    ("configuration_id", "=", self.configuration.id),
+                ]
+            )
+        )
+        self.configuration.back_to_draft()
+        self.assertEqual(self.configuration.state, "draft")
+
+    def test_graph(self):
+        """
+        Checking the graph results.
+        We will use 2 parent actions (1 will fail) and a child action of the one ok.
+        After 2 executions, we should have (1 OK, 0 Errors) for parent and child and
+        (0 OK, 1 Error) for the failing one.
+        """
+        activity_01 = self.create_server_action()
+        activity_02 = self.create_server_action(server_action_id=self.error_action.id)
+        activity_03 = self.create_mail_activity()
+        child_activity = self.create_server_action(parent_id=activity_01.id)
+        self.configuration.editable_domain = "[('id', '=', %s)]" % self.partner_01.id
+        self.configuration.start_automation()
+        self.env["automation.configuration"].cron_automation()
+        self.assertEqual(0, self.configuration.activity_mail_count)
+        self.assertEqual(0, self.configuration.activity_action_count)
+        self.assertEqual(0, activity_01.graph_done)
+        self.assertEqual(0, activity_01.graph_error)
+        self.assertEqual(0, sum(d["y"] for d in activity_01.graph_data["done"]))
+        self.assertEqual(0, sum(d["y"] for d in activity_01.graph_data["error"]))
+        self.assertEqual(0, activity_02.graph_done)
+        self.assertEqual(0, activity_02.graph_error)
+        self.assertEqual(0, sum(d["y"] for d in activity_02.graph_data["done"]))
+        self.assertEqual(0, sum(d["y"] for d in activity_02.graph_data["error"]))
+        self.assertEqual(0, activity_03.graph_done)
+        self.assertEqual(0, activity_03.graph_error)
+        self.assertEqual(0, sum(d["y"] for d in activity_03.graph_data["done"]))
+        self.assertEqual(0, sum(d["y"] for d in activity_03.graph_data["error"]))
+        self.assertEqual(0, child_activity.graph_done)
+        self.assertEqual(0, child_activity.graph_error)
+        self.assertEqual(0, sum(d["y"] for d in child_activity.graph_data["done"]))
+        self.assertEqual(0, sum(d["y"] for d in child_activity.graph_data["error"]))
+        self.env["automation.record.step"]._cron_automation_steps()
+        self.configuration.invalidate_recordset()
+        self.assertEqual(1, self.configuration.activity_mail_count)
+        self.assertEqual(1, self.configuration.activity_action_count)
+        activity_01.invalidate_recordset()
+        self.assertEqual(1, activity_01.graph_done)
+        self.assertEqual(0, activity_01.graph_error)
+        self.assertEqual(1, sum(d["y"] for d in activity_01.graph_data["done"]))
+        self.assertEqual(0, sum(d["y"] for d in activity_01.graph_data["error"]))
+        activity_02.invalidate_recordset()
+        self.assertEqual(0, activity_02.graph_done)
+        self.assertEqual(1, activity_02.graph_error)
+        self.assertEqual(0, sum(d["y"] for d in activity_02.graph_data["done"]))
+        self.assertEqual(1, sum(d["y"] for d in activity_02.graph_data["error"]))
+        activity_03.invalidate_recordset()
+        self.assertEqual(1, activity_03.graph_done)
+        self.assertEqual(0, activity_03.graph_error)
+        self.assertEqual(1, sum(d["y"] for d in activity_03.graph_data["done"]))
+        self.assertEqual(0, sum(d["y"] for d in activity_03.graph_data["error"]))
+        child_activity.invalidate_recordset()
+        self.assertEqual(0, child_activity.graph_done)
+        self.assertEqual(0, child_activity.graph_error)
+        self.assertEqual(0, sum(d["y"] for d in child_activity.graph_data["done"]))
+        self.assertEqual(0, sum(d["y"] for d in child_activity.graph_data["error"]))
+        self.env["automation.record.step"]._cron_automation_steps()
+        self.configuration.invalidate_recordset()
+        self.assertEqual(1, self.configuration.activity_mail_count)
+        self.assertEqual(2, self.configuration.activity_action_count)
+        activity_01.invalidate_recordset()
+        self.assertEqual(1, activity_01.graph_done)
+        self.assertEqual(0, activity_01.graph_error)
+        self.assertEqual(1, sum(d["y"] for d in activity_01.graph_data["done"]))
+        self.assertEqual(0, sum(d["y"] for d in activity_01.graph_data["error"]))
+        activity_02.invalidate_recordset()
+        self.assertEqual(0, activity_02.graph_done)
+        self.assertEqual(1, activity_02.graph_error)
+        self.assertEqual(0, sum(d["y"] for d in activity_02.graph_data["done"]))
+        self.assertEqual(1, sum(d["y"] for d in activity_02.graph_data["error"]))
+        activity_03.invalidate_recordset()
+        self.assertEqual(1, activity_03.graph_done)
+        self.assertEqual(0, activity_03.graph_error)
+        self.assertEqual(1, sum(d["y"] for d in activity_03.graph_data["done"]))
+        self.assertEqual(0, sum(d["y"] for d in activity_03.graph_data["error"]))
+        child_activity.invalidate_recordset()
+        self.assertEqual(1, child_activity.graph_done)
+        self.assertEqual(0, child_activity.graph_error)
+        self.assertEqual(1, sum(d["y"] for d in child_activity.graph_data["done"]))
+        self.assertEqual(0, sum(d["y"] for d in child_activity.graph_data["error"]))
+
+    def test_schedule_date_computation_hours(self):
+        with freeze_time("2022-01-01"):
+            activity = self.create_server_action(trigger_interval=1)
+            self.assertEqual(1, activity.trigger_interval_hours)
+            self.configuration.editable_domain = (
+                "[('id', '=', %s)]" % self.partner_01.id
+            )
+            self.configuration.start_automation()
+            self.env["automation.configuration"].cron_automation()
+            record_activity = self.env["automation.record.step"].search(
+                [("configuration_step_id", "=", activity.id)]
+            )
+            self.assertEqual("scheduled", record_activity.state)
+            self.assertEqual(
+                record_activity.scheduled_date, datetime(2022, 1, 1, 1, 0, 0, 0)
+            )
+
+    def test_schedule_date_force(self):
+        partner_01 = self.env["res.partner"].create(
+            {
+                "name": "Demo partner",
+                "comment": "Demo",
+                "email": "test@test.com",
+                "date": "2025-01-01",
+            }
+        )
+        with freeze_time("2024-01-01 00:00:00"):
+            activity = self.create_server_action(
+                trigger_date_kind="date",
+                trigger_date_field_id=self.env["ir.model.fields"]
+                .search(
+                    [
+                        ("name", "=", "date"),
+                        ("model", "=", "res.partner"),
+                    ]
+                )
+                .id,
+                trigger_interval=1,
+                trigger_interval_type="days",
+            )
+            self.configuration.editable_domain = "[('id', '=', %s)]" % partner_01.id
+            self.configuration.start_automation()
+            self.env["automation.configuration"].cron_automation()
+            record_activity = self.env["automation.record.step"].search(
+                [("configuration_step_id", "=", activity.id)]
+            )
+            self.assertEqual("scheduled", record_activity.state)
+            self.assertEqual(record_activity.scheduled_date, datetime(2025, 1, 2))
+
+    def test_schedule_date_computation_days(self):
+        with freeze_time("2022-01-01"):
+            activity = self.create_server_action(
+                trigger_interval=1, trigger_interval_type="days"
+            )
+            self.assertEqual(24, activity.trigger_interval_hours)
+            self.configuration.editable_domain = (
+                "[('id', '=', %s)]" % self.partner_01.id
+            )
+            self.configuration.start_automation()
+            self.env["automation.configuration"].cron_automation()
+            record_activity = self.env["automation.record.step"].search(
+                [("configuration_step_id", "=", activity.id)]
+            )
+            self.assertEqual("scheduled", record_activity.state)
+            self.assertEqual(
+                record_activity.scheduled_date, datetime(2022, 1, 2, 0, 0, 0, 0)
+            )
+
+    def test_onchange_activity_trigger_type(self):
+        activity = self.create_mail_activity()
+        child_activity = self.create_mail_activity(parent_id=activity.id)
+        self.assertEqual(child_activity.trigger_type, "after_step")
+        self.assertTrue(child_activity.parent_id)
+        with Form(child_activity) as f:
+            f.trigger_type = "mail_bounce"
+            self.assertTrue(f.parent_id)
+
+    def test_onchange_activity_trigger_type_start(self):
+        activity = self.create_server_action()
+        child_activity = self.create_server_action(parent_id=activity.id)
+        self.assertEqual(child_activity.trigger_type, "after_step")
+        self.assertTrue(child_activity.parent_id)
+        with Form(child_activity) as f:
+            f.trigger_type = "start"
+            self.assertFalse(f.parent_id)
+
+    def test_field_not_field_unicity(self):
+        self.configuration.editable_domain = (
+            "[('id', 'in', %s)]" % (self.partner_01 | self.partner_02).ids
+        )
+        self.configuration.start_automation()
+        self.env["automation.configuration"].cron_automation()
+        self.assertEqual(
+            2,
+            len(
+                self.env["automation.record"].search(
+                    [("configuration_id", "=", self.configuration.id)]
+                )
+            ),
+        )
+
+    def test_field_field_unicity(self):
+        self.configuration.editable_domain = (
+            "[('id', 'in', %s)]" % (self.partner_01 | self.partner_02).ids
+        )
+        self.configuration.field_id = self.env.ref("base.field_res_partner__email")
+        self.configuration.start_automation()
+        self.env["automation.configuration"].cron_automation()
+        self.assertEqual(
+            1,
+            len(
+                self.env["automation.record"].search(
+                    [("configuration_id", "=", self.configuration.id)]
+                )
+            ),
+        )
+        self.partner_01.email = "t" + self.partner_01.email
+        self.env["automation.configuration"].cron_automation()
+        self.assertEqual(
+            2,
+            len(
+                self.env["automation.record"].search(
+                    [("configuration_id", "=", self.configuration.id)]
+                )
+            ),
+        )
+
+    def test_configuration_filter_domain(self):
+        domain = [("partner_id", "=", self.partner_01.id)]
+        self.assertFalse(self.configuration.filter_id)
+        self.configuration.editable_domain = domain
+        self.configuration.save_filter()
+        self.assertTrue(self.configuration.filter_id)
+        self.assertEqual(self.configuration.model_id, self.configuration.model_id)
+        domain = [("partner_id", "=", self.partner_02.id)]
+        self.configuration.invalidate_recordset()
+        self.assertNotEqual(domain, safe_eval(self.configuration.domain))
+        self.configuration.filter_id.domain = domain
+        self.assertEqual(domain, safe_eval(self.configuration.domain))
+        with Form(self.env["automation.configuration"]) as f:
+            self.assertFalse(f.filter_domain)
+            f.name = "My other configuration"
+            f.filter_id = self.configuration.filter_id
+            self.assertEqual(f.model_id, self.env.ref("base.model_res_partner"))
+            self.assertIn(
+                self.configuration.filter_id,
+                self.env["automation.filter"].search(f.filter_domain),
+            )
+            f.model_id = self.env.ref("base.model_res_users")
+            self.assertFalse(f.filter_id)
+
+    def test_filter_onchange(self):
+        with Form(self.env["automation.filter"]) as f:
+            f.name = "My other configuration"
+            f.model_id = self.env.ref("base.model_res_partner")
+            f.domain = [("id", "=", 1)]
+            f.model_id = self.env.ref("base.model_res_users")
+            self.assertFalse(safe_eval(f.domain))
+
+    def test_constrains_mail(self):
+        activity = self.create_server_action()
+        with self.assertRaises(ValidationError):
+            self.create_server_action(parent_id=activity.id, trigger_type="mail_bounce")
+
+    def test_constrains_start_with_parent(self):
+        activity = self.create_server_action()
+        with self.assertRaises(ValidationError):
+            self.create_server_action(parent_id=activity.id, trigger_type="start")
+
+    def test_constrains_no_start_without_parent(self):
+        with self.assertRaises(ValidationError):
+            self.create_server_action(parent_id=False, trigger_type="after_step")
+
+    def test_constrains_wrong_context(self):
+        with self.assertRaises(ValidationError):
+            self.create_server_action(server_context="{not a json}")
+
+    def test_is_test_behavior(self):
+        """
+        We want to ensure that no mails are sent on tests
+        """
+        self.create_server_action()
+        with Form(
+            self.env["automation.configuration.test"].with_context(
+                default_configuration_id=self.configuration.id,
+                defaul_model=self.configuration.model,
+            )
+        ) as f:
+            self.assertTrue(f.resource_ref)
+            f.resource_ref = "%s,%s" % (self.partner_01._name, self.partner_01.id)
+        wizard = f.save()
+        wizard_action = wizard.test_record()
+        record = self.env[wizard_action["res_model"]].browse(wizard_action["res_id"])
+        self.assertEqual(self.configuration, record.configuration_id)
+        self.assertEqual(1, self.configuration.record_test_count)
+        self.assertEqual(0, self.configuration.record_count)
+
+    def test_check_icons(self):
+        action = self.create_server_action()
+        mail = self.create_mail_activity()
+        activity = self.create_activity_action()
+        self.assertEqual(action.step_icon, "fa fa-cogs")
+        self.assertEqual(mail.step_icon, "fa fa-envelope")
+        self.assertEqual(activity.step_icon, "fa fa-clock-o")
+
+    def test_trigger_types(self):
+        action = self.create_server_action()
+        child = self.create_server_action(parent_id=action.id)
+        self.assertTrue(action.trigger_type_data["allow_parent"])
+        self.assertFalse(child.trigger_type_data.get("allow_parent", False))
+
+    def test_trigger_childs(self):
+        action = self.create_server_action()
+        mail = self.create_mail_activity()
+        activity = self.create_activity_action()
+        self.assertEqual(1, len(action.trigger_child_types))
+        self.assertEqual({"after_step"}, set(action.trigger_child_types.keys()))
+        self.assertEqual(8, len(mail.trigger_child_types))
+        self.assertEqual(
+            {
+                "after_step",
+                "mail_open",
+                "mail_not_open",
+                "mail_reply",
+                "mail_not_reply",
+                "mail_click",
+                "mail_not_clicked",
+                "mail_bounce",
+            },
+            set(mail.trigger_child_types.keys()),
+        )
+        self.assertEqual(4, len(activity.trigger_child_types))
+        self.assertEqual(
+            {"after_step", "activity_done", "activity_not_done", "activity_cancel"},
+            set(activity.trigger_child_types.keys()),
+        )
+
+    def test_search(self):
+        configuration_2 = self.env["automation.configuration"].create(
+            {
+                "name": "Test configuration",
+                "model_id": self.env.ref("base.model_res_partner").id,
+                "is_periodic": True,
+            }
+        )
+        self.create_server_action()
+        self.create_server_action(configuration_id=configuration_2.id)
+        self.configuration.editable_domain = "[('id', '=', %s)]" % self.partner_01.id
+        self.configuration.start_automation()
+        configuration_2.editable_domain = "[('id', '=', %s)]" % self.partner_01.id
+        configuration_2.start_automation()
+        self.env["automation.configuration"].cron_automation()
+        record_activity = self.env["automation.record"].search(
+            [("model", "=", self.partner_01._name), ("res_id", "=", self.partner_01.id)]
+        )
+        self.assertEqual(2, len(record_activity))
+
+    def test_generation_orphan_record(self):
+        self.configuration.editable_domain = (
+            "['|', ('id', '=', %s), ('id', '=', %s)]"
+            % (self.partner_01.id, self.partner_02.id)
+        )
+        self.configuration.start_automation()
+        self.env["automation.configuration"].cron_automation()
+        self.partner_01.unlink()
+        records = self.env["automation.record"].search(
+            [("configuration_id", "=", self.configuration.id), ("is_test", "=", False)]
+        )
+        self.configuration._compute_record_count()
+        self.assertEqual(len(records), 2, "Seems like no orphan record was created")
+        orphan_record_found = any(record.name == "Orphan Record" for record in records)
+        self.assertTrue(
+            orphan_record_found, "No record named 'Orphan Record' was found"
+        )
+
+    def test_delete_step_executed(self):
+        """
+        Testing that deleting a step will keep the results of the executed related steps
+        """
+        activity = self.create_server_action()
+        child_activity = self.create_server_action(parent_id=activity.id)
+        self.configuration.editable_domain = "[('id', '=', %s)]" % self.partner_01.id
+        self.configuration.start_automation()
+        self.env["automation.configuration"].cron_automation()
+        record_activity = self.env["automation.record.step"].search(
+            [("configuration_step_id", "=", activity.id)]
+        )
+        self.assertEqual("scheduled", record_activity.state)
+        self.assertFalse(
+            self.env["automation.record.step"].search(
+                [("configuration_step_id", "=", child_activity.id)]
+            )
+        )
+        self.env["automation.record.step"]._cron_automation_steps()
+        self.assertEqual("done", record_activity.state)
+        record_child_activity = self.env["automation.record.step"].search(
+            [("configuration_step_id", "=", child_activity.id)]
+        )
+        self.assertEqual("scheduled", record_child_activity.state)
+        self.env["automation.record.step"]._cron_automation_steps()
+        self.assertEqual("done", record_child_activity.state)
+        child_activity.unlink()
+        child_activity.flush_recordset()
+        self.assertEqual("action", record_child_activity.step_type)
+
+    def test_delete_step_to_execute(self):
+        """
+        Testing that deleting a step will make pending actions related
+        to be rejected
+        """
+        activity = self.create_server_action()
+        child_activity = self.create_server_action(parent_id=activity.id)
+        self.configuration.editable_domain = "[('id', '=', %s)]" % self.partner_01.id
+        self.configuration.start_automation()
+        self.env["automation.configuration"].cron_automation()
+        record_activity = self.env["automation.record.step"].search(
+            [("configuration_step_id", "=", activity.id)]
+        )
+        self.assertEqual("scheduled", record_activity.state)
+        self.assertFalse(
+            self.env["automation.record.step"].search(
+                [("configuration_step_id", "=", child_activity.id)]
+            )
+        )
+        self.env["automation.record.step"]._cron_automation_steps()
+        self.assertEqual("done", record_activity.state)
+        record_child_activity = self.env["automation.record.step"].search(
+            [("configuration_step_id", "=", child_activity.id)]
+        )
+        self.assertEqual("scheduled", record_child_activity.state)
+        child_activity.unlink()
+        child_activity.flush_recordset()
+        self.assertEqual("action", record_child_activity.step_type)
+        self.env["automation.record.step"]._cron_automation_steps()
+        self.assertEqual("rejected", record_child_activity.state)

odoo-bringout-oca-automation-automation_oca/automation_oca/tests/test_automation_mail.py

@@ -0,0 +1,568 @@
+# Copyright 2024 Dixmit
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+from odoo import tools
+from odoo.tests.common import Form, HttpCase
+
+from odoo.addons.mail.tests.common import MockEmail
+
+from .common import AutomationTestCase
+
+MAIL_TEMPLATE = """Return-Path: <whatever-2a840@postmaster.twitter.com>
+To: {to}
+cc: {cc}
+Received: by mail1.openerp.com (Postfix, from userid 10002)
+    id 5DF9ABFB2A; Fri, 10 Aug 2012 16:16:39 +0200 (CEST)
+From: {email_from}
+Subject: {subject}
+MIME-Version: 1.0
+Content-Type: multipart/alternative;
+    boundary="----=_Part_4200734_24778174.1344608186754"
+Date: Fri, 10 Aug 2012 14:16:26 +0000
+Message-ID: {msg_id}
+{extra}
+------=_Part_4200734_24778174.1344608186754
+Content-Type: text/plain; charset=utf-8
+Content-Transfer-Encoding: quoted-printable
+
+I would gladly answer to your mass mailing !
+
+--
+Your Dear Customer
+------=_Part_4200734_24778174.1344608186754
+Content-Type: text/html; charset=utf-8
+Content-Transfer-Encoding: quoted-printable
+
+<!DOCTYPE html PUBLIC "-//W3C//DTD HTML 4.01//EN" "http://www.w3.org/TR/html4/strict.dtd">
+<html>
+ <head>=20
+  <meta http-equiv=3D"Content-Type" content=3D"text/html; charset=3Dutf-8" />
+ </head>=20
+ <body style=3D"margin: 0; padding: 0; background: #ffffff;-webkit-text-size-adjust: 100%;">=20
+
+  <p>I would gladly answer to your mass mailing !</p>
+
+  <p>--<br/>
+     Your Dear Customer
+  <p>
+ </body>
+</html>
+------=_Part_4200734_24778174.1344608186754--
+"""
+
+
+class TestAutomationMail(AutomationTestCase, MockEmail, HttpCase):
+    def test_activity_execution(self):
+        """
+        We will check the execution of the tasks and that we cannot execute them again
+        """
+        activity = self.create_mail_activity()
+        self.configuration.editable_domain = "[('id', '=', %s)]" % self.partner_01.id
+        self.configuration.start_automation()
+        self.env["automation.configuration"].cron_automation()
+        messages_01 = self.partner_01.message_ids
+        with self.mock_mail_gateway():
+            self.env["automation.record.step"]._cron_automation_steps()
+            self.assertSentEmail(self.env.user.partner_id, [self.partner_01])
+        record_activity = self.env["automation.record.step"].search(
+            [("configuration_step_id", "=", activity.id)]
+        )
+        self.assertEqual(1, len(record_activity))
+        self.assertEqual("done", record_activity.state)
+        self.assertEqual("sent", record_activity.mail_status)
+        self.assertTrue(self.partner_01.message_ids - messages_01)
+
+    def test_bounce(self):
+        """
+        Now we will check the execution of scheduled activities"""
+        activity = self.create_mail_activity()
+        child_activity = self.create_mail_activity(
+            parent_id=activity.id, trigger_type="mail_bounce"
+        )
+        self.configuration.editable_domain = "[('id', '=', %s)]" % self.partner_01.id
+        self.configuration.start_automation()
+        self.env["automation.configuration"].cron_automation()
+        with self.mock_mail_gateway():
+            self.env["automation.record.step"]._cron_automation_steps()
+            self.assertSentEmail(self.env.user.partner_id, [self.partner_01])
+        record_activity = self.env["automation.record.step"].search(
+            [("configuration_step_id", "=", activity.id)]
+        )
+        record_child_activity = self.env["automation.record.step"].search(
+            [("configuration_step_id", "=", child_activity.id)]
+        )
+        self.assertEqual("sent", record_activity.mail_status)
+        self.assertTrue(record_child_activity)
+        self.assertFalse(record_child_activity.scheduled_date)
+        parsed_bounce_values = {
+            "email_from": "some.email@external.example.com",
+            "to": "bounce@test.example.com",
+            "message_id": tools.generate_tracking_message_id("MailTest"),
+            "bounced_partner": self.env["res.partner"].sudo(),
+            "bounced_message": self.env["mail.message"].sudo(),
+            "bounced_email": "",
+            "bounced_msg_id": [record_activity.message_id],
+        }
+        record_activity.invalidate_recordset()
+        self.assertFalse(
+            [
+                step
+                for step in record_activity.step_actions
+                if step["done"] and step["icon"] == "fa fa-exclamation-circle"
+            ]
+        )
+        self.env["mail.thread"]._routing_handle_bounce(False, parsed_bounce_values)
+        self.assertEqual("bounce", record_activity.mail_status)
+        self.assertTrue(record_child_activity.scheduled_date)
+        record_activity.invalidate_recordset()
+        self.assertTrue(
+            [
+                step
+                for step in record_activity.step_actions
+                if step["done"] and step["icon"] == "fa fa-exclamation-circle"
+            ]
+        )
+
+    def test_reply(self):
+        """
+        Now we will check the execution of scheduled activities"""
+        activity = self.create_mail_activity()
+        child_activity = self.create_mail_activity(
+            parent_id=activity.id, trigger_type="mail_reply"
+        )
+        self.configuration.editable_domain = "[('id', '=', %s)]" % self.partner_01.id
+        self.configuration.start_automation()
+        self.env["automation.configuration"].cron_automation()
+        with self.mock_mail_gateway():
+            self.env["automation.record.step"]._cron_automation_steps()
+            self.assertSentEmail(self.env.user.partner_id, [self.partner_01])
+        record_activity = self.env["automation.record.step"].search(
+            [("configuration_step_id", "=", activity.id)]
+        )
+        record_child_activity = self.env["automation.record.step"].search(
+            [("configuration_step_id", "=", child_activity.id)]
+        )
+        self.assertEqual("sent", record_activity.mail_status)
+        self.assertTrue(record_child_activity)
+        self.assertFalse(record_child_activity.scheduled_date)
+        record_activity.invalidate_recordset()
+        self.assertFalse(
+            [
+                step
+                for step in record_activity.step_actions
+                if step["done"] and step["icon"] == "fa fa-reply"
+            ]
+        )
+        self.gateway_mail_reply_wrecord(
+            MAIL_TEMPLATE, self.partner_01, use_in_reply_to=True
+        )
+        self.assertEqual("reply", record_activity.mail_status)
+        self.assertTrue(record_child_activity.scheduled_date)
+        record_activity.invalidate_recordset()
+        self.assertTrue(
+            [
+                step
+                for step in record_activity.step_actions
+                if step["done"] and step["icon"] == "fa fa-reply"
+            ]
+        )
+
+    def test_no_reply(self):
+        """
+        Now we will check the not reply validation. To remember:
+        if it is not opened, the schedule date of the child task will be false
+        """
+        activity = self.create_mail_activity()
+        child_activity = self.create_mail_activity(
+            parent_id=activity.id, trigger_type="mail_not_reply"
+        )
+        self.configuration.editable_domain = "[('id', '=', %s)]" % self.partner_01.id
+        self.configuration.start_automation()
+        self.env["automation.configuration"].cron_automation()
+        with self.mock_mail_gateway():
+            self.env["automation.record.step"]._cron_automation_steps()
+            self.assertSentEmail(self.env.user.partner_id, [self.partner_01])
+        record_activity = self.env["automation.record.step"].search(
+            [("configuration_step_id", "=", activity.id)]
+        )
+        record_child_activity = self.env["automation.record.step"].search(
+            [("configuration_step_id", "=", child_activity.id)]
+        )
+        self.assertEqual("sent", record_activity.mail_status)
+        self.assertTrue(record_child_activity)
+        self.assertFalse(record_child_activity.scheduled_date)
+        self.url_open(record_activity._get_mail_tracking_url())
+        self.assertEqual("open", record_activity.mail_status)
+        self.assertTrue(record_child_activity.scheduled_date)
+        self.gateway_mail_reply_wrecord(
+            MAIL_TEMPLATE, self.partner_01, use_in_reply_to=True
+        )
+        self.assertEqual("reply", record_activity.mail_status)
+        self.env["automation.record.step"]._cron_automation_steps()
+        self.assertEqual("rejected", record_child_activity.state)
+
+    def test_open(self):
+        """
+        Now we will check the execution of scheduled activities"""
+        activity = self.create_mail_activity()
+        child_activity = self.create_mail_activity(
+            parent_id=activity.id, trigger_type="mail_open"
+        )
+        self.configuration.editable_domain = "[('id', '=', %s)]" % self.partner_01.id
+        self.configuration.start_automation()
+        self.env["automation.configuration"].cron_automation()
+        with self.mock_mail_gateway():
+            self.env["automation.record.step"]._cron_automation_steps()
+            self.assertSentEmail(self.env.user.partner_id, [self.partner_01])
+        record_activity = self.env["automation.record.step"].search(
+            [("configuration_step_id", "=", activity.id)]
+        )
+        record_child_activity = self.env["automation.record.step"].search(
+            [("configuration_step_id", "=", child_activity.id)]
+        )
+        self.assertEqual("sent", record_activity.mail_status)
+        self.assertTrue(record_child_activity)
+        self.assertFalse(record_child_activity.scheduled_date)
+        record_activity.invalidate_recordset()
+        self.assertFalse(
+            [
+                step
+                for step in record_activity.step_actions
+                if step["done"] and step["icon"] == "fa fa-envelope-open-o"
+            ]
+        )
+        self.url_open(record_activity._get_mail_tracking_url())
+        self.assertEqual("open", record_activity.mail_status)
+        self.assertTrue(record_child_activity.scheduled_date)
+        record_activity.invalidate_recordset()
+        self.assertTrue(
+            [
+                step
+                for step in record_activity.step_actions
+                if step["done"] and step["icon"] == "fa fa-envelope-open-o"
+            ]
+        )
+
+    def test_open_wrong_code(self):
+        """
+        We wan to ensure that the code is checked on the call
+        """
+        activity = self.create_mail_activity()
+        child_activity = self.create_mail_activity(
+            parent_id=activity.id, trigger_type="mail_open"
+        )
+        self.configuration.editable_domain = "[('id', '=', %s)]" % self.partner_01.id
+        self.configuration.start_automation()
+        self.env["automation.configuration"].cron_automation()
+        with self.mock_mail_gateway():
+            self.env["automation.record.step"]._cron_automation_steps()
+            self.assertSentEmail(self.env.user.partner_id, [self.partner_01])
+        record_activity = self.env["automation.record.step"].search(
+            [("configuration_step_id", "=", activity.id)]
+        )
+        record_child_activity = self.env["automation.record.step"].search(
+            [("configuration_step_id", "=", child_activity.id)]
+        )
+        self.assertEqual("sent", record_activity.mail_status)
+        self.assertTrue(record_child_activity)
+        self.assertFalse(record_child_activity.scheduled_date)
+        self.url_open(
+            "/automation_oca/track/%s/INVENTED_CODE/blank.gif" % record_activity.id
+        )
+        self.assertEqual("sent", record_activity.mail_status)
+        self.assertFalse(record_child_activity.scheduled_date)
+
+    def test_no_open(self):
+        """
+        Now we will check the not open validation when it is not opened (should be executed)
+        """
+        activity = self.create_mail_activity()
+        child_activity = self.create_mail_activity(
+            parent_id=activity.id, trigger_type="mail_not_open"
+        )
+        self.configuration.editable_domain = "[('id', '=', %s)]" % self.partner_01.id
+        self.configuration.start_automation()
+        self.env["automation.configuration"].cron_automation()
+        with self.mock_mail_gateway():
+            self.env["automation.record.step"]._cron_automation_steps()
+            self.assertSentEmail(self.env.user.partner_id, [self.partner_01])
+        record_activity = self.env["automation.record.step"].search(
+            [("configuration_step_id", "=", activity.id)]
+        )
+        record_child_activity = self.env["automation.record.step"].search(
+            [("configuration_step_id", "=", child_activity.id)]
+        )
+        self.assertEqual("sent", record_activity.mail_status)
+        self.assertTrue(record_child_activity)
+        self.assertTrue(record_child_activity.scheduled_date)
+        self.env["automation.record.step"]._cron_automation_steps()
+        self.assertEqual("done", record_child_activity.state)
+
+    def test_no_open_rejected(self):
+        """
+        Now we will check the not open validation when it was already opened (rejection)
+        """
+        activity = self.create_mail_activity()
+        child_activity = self.create_mail_activity(
+            parent_id=activity.id, trigger_type="mail_not_open"
+        )
+        self.configuration.editable_domain = "[('id', '=', %s)]" % self.partner_01.id
+        self.configuration.start_automation()
+        self.env["automation.configuration"].cron_automation()
+        with self.mock_mail_gateway():
+            self.env["automation.record.step"]._cron_automation_steps()
+            self.assertSentEmail(self.env.user.partner_id, [self.partner_01])
+        record_activity = self.env["automation.record.step"].search(
+            [("configuration_step_id", "=", activity.id)]
+        )
+        record_child_activity = self.env["automation.record.step"].search(
+            [("configuration_step_id", "=", child_activity.id)]
+        )
+        self.assertEqual("sent", record_activity.mail_status)
+        self.assertTrue(record_child_activity)
+        self.assertTrue(record_child_activity.scheduled_date)
+        self.url_open(record_activity._get_mail_tracking_url())
+        self.assertEqual("open", record_activity.mail_status)
+        self.env["automation.record.step"]._cron_automation_steps()
+        self.assertEqual("rejected", record_child_activity.state)
+
+    def test_click(self):
+        """
+        Now we will check the execution of scheduled activities that should happen
+        after a click
+        """
+        activity = self.create_mail_activity()
+        child_activity = self.create_mail_activity(
+            parent_id=activity.id, trigger_type="mail_click"
+        )
+        self.configuration.editable_domain = "[('id', '=', %s)]" % self.partner_01.id
+        self.env["link.tracker"].search(
+            [("url", "=", "https://www.twitter.com")]
+        ).unlink()
+        self.configuration.start_automation()
+        self.assertEqual(0, self.configuration.click_count)
+        self.env["automation.configuration"].cron_automation()
+        with self.mock_mail_gateway():
+            self.env["automation.record.step"]._cron_automation_steps()
+            self.assertSentEmail(self.env.user.partner_id, [self.partner_01])
+        record_activity = self.env["automation.record.step"].search(
+            [("configuration_step_id", "=", activity.id)]
+        )
+        record_child_activity = self.env["automation.record.step"].search(
+            [("configuration_step_id", "=", child_activity.id)]
+        )
+        self.assertEqual("sent", record_activity.mail_status)
+        self.configuration.invalidate_recordset()
+        self.assertEqual(0, self.configuration.click_count)
+        self.assertTrue(record_child_activity)
+        self.assertFalse(record_child_activity.scheduled_date)
+        self.url_open(record_activity._get_mail_tracking_url())
+        self.assertEqual("open", record_activity.mail_status)
+        self.configuration.invalidate_recordset()
+        self.assertEqual(0, self.configuration.click_count)
+        self.assertFalse(record_child_activity.scheduled_date)
+        record_activity.invalidate_recordset()
+        self.assertFalse(
+            [
+                step
+                for step in record_activity.step_actions
+                if step["done"] and step["icon"] == "fa fa-hand-pointer-o"
+            ]
+        )
+        tracker = self.env["link.tracker"].search(
+            [("url", "=", "https://www.twitter.com")]
+        )
+        self.assertTrue(tracker)
+        self.url_open(
+            "/r/%s/au/%s/%s"
+            % (
+                tracker.code,
+                record_activity.id,
+                record_activity._get_mail_tracking_token(),
+            )
+        )
+        self.assertEqual("open", record_activity.mail_status)
+        self.assertEqual(
+            1,
+            self.env["link.tracker.click"].search_count(
+                [
+                    ("automation_record_step_id", "=", record_activity.id),
+                    ("link_id", "=", tracker.id),
+                ]
+            ),
+        )
+        record_activity.invalidate_recordset()
+        self.assertTrue(
+            [
+                step
+                for step in record_activity.step_actions
+                if step["done"] and step["icon"] == "fa fa-hand-pointer-o"
+            ]
+        )
+        self.assertTrue(record_child_activity.scheduled_date)
+        self.configuration.invalidate_recordset()
+        self.assertEqual(1, self.configuration.click_count)
+        # Now we will check that a second click does not generate a second log
+        self.url_open(
+            "/r/%s/au/%s/%s"
+            % (
+                tracker.code,
+                record_activity.id,
+                record_activity._get_mail_tracking_token(),
+            )
+        )
+        self.assertEqual(
+            1,
+            self.env["link.tracker.click"].search_count(
+                [
+                    ("automation_record_step_id", "=", record_activity.id),
+                    ("link_id", "=", tracker.id),
+                ]
+            ),
+        )
+        self.configuration.invalidate_recordset()
+        self.assertEqual(1, self.configuration.click_count)
+
+    def test_click_wrong_url(self):
+        """
+        Now we will check that no log is processed when the clicked url is malformed.
+        That happens because we add a code information on the URL.
+        """
+        activity = self.create_mail_activity()
+        child_activity = self.create_mail_activity(
+            parent_id=activity.id, trigger_type="mail_click"
+        )
+        self.configuration.editable_domain = "[('id', '=', %s)]" % self.partner_01.id
+        self.configuration.start_automation()
+        self.env["automation.configuration"].cron_automation()
+        with self.mock_mail_gateway():
+            self.env["automation.record.step"]._cron_automation_steps()
+            self.assertSentEmail(self.env.user.partner_id, [self.partner_01])
+        record_activity = self.env["automation.record.step"].search(
+            [("configuration_step_id", "=", activity.id)]
+        )
+        record_child_activity = self.env["automation.record.step"].search(
+            [("configuration_step_id", "=", child_activity.id)]
+        )
+        self.assertEqual("sent", record_activity.mail_status)
+        self.assertTrue(record_child_activity)
+        self.assertFalse(record_child_activity.scheduled_date)
+        tracker = self.env["link.tracker"].search(
+            [("url", "=", "https://www.twitter.com")]
+        )
+        self.assertTrue(tracker)
+        self.url_open(
+            "/r/%s/au/%s/1234"
+            % (
+                tracker.code,
+                record_activity.id,
+            )
+        )
+        self.assertEqual("sent", record_activity.mail_status)
+        self.assertFalse(record_child_activity.scheduled_date)
+        # Now we check the case where the code is not found
+        tracker.unlink()
+        self.url_open(
+            "/r/%s/au/%s/%s"
+            % (
+                tracker.code,
+                record_activity.id,
+                record_activity._get_mail_tracking_token(),
+            )
+        )
+        self.assertEqual("sent", record_activity.mail_status)
+        self.assertFalse(record_child_activity.scheduled_date)
+
+    def test_no_click(self):
+        """
+        Checking the not clicked validation when it is not clicked (should be executed)
+        """
+        activity = self.create_mail_activity()
+        child_activity = self.create_mail_activity(
+            parent_id=activity.id, trigger_type="mail_not_clicked"
+        )
+        self.configuration.editable_domain = "[('id', '=', %s)]" % self.partner_01.id
+        self.configuration.start_automation()
+        self.env["automation.configuration"].cron_automation()
+        with self.mock_mail_gateway():
+            self.env["automation.record.step"]._cron_automation_steps()
+            self.assertSentEmail(self.env.user.partner_id, [self.partner_01])
+        record_activity = self.env["automation.record.step"].search(
+            [("configuration_step_id", "=", activity.id)]
+        )
+        record_child_activity = self.env["automation.record.step"].search(
+            [("configuration_step_id", "=", child_activity.id)]
+        )
+        self.assertEqual("sent", record_activity.mail_status)
+        self.assertTrue(record_child_activity)
+        self.assertFalse(record_child_activity.scheduled_date)
+        self.url_open(record_activity._get_mail_tracking_url())
+        self.assertEqual("open", record_activity.mail_status)
+        self.assertTrue(record_child_activity.scheduled_date)
+        self.env["automation.record.step"]._cron_automation_steps()
+        self.assertEqual("done", record_child_activity.state)
+
+    def test_no_click_rejected(self):
+        """
+        Checking the not clicked validation when it was already clicked
+        """
+        activity = self.create_mail_activity()
+        child_activity = self.create_mail_activity(
+            parent_id=activity.id, trigger_type="mail_not_clicked"
+        )
+        self.configuration.editable_domain = "[('id', '=', %s)]" % self.partner_01.id
+        self.configuration.start_automation()
+        self.env["automation.configuration"].cron_automation()
+        with self.mock_mail_gateway():
+            self.env["automation.record.step"]._cron_automation_steps()
+            self.assertSentEmail(self.env.user.partner_id, [self.partner_01])
+        record_activity = self.env["automation.record.step"].search(
+            [("configuration_step_id", "=", activity.id)]
+        )
+        record_child_activity = self.env["automation.record.step"].search(
+            [("configuration_step_id", "=", child_activity.id)]
+        )
+        self.assertEqual("sent", record_activity.mail_status)
+        self.assertTrue(record_child_activity)
+        self.assertFalse(record_child_activity.scheduled_date)
+        self.url_open(record_activity._get_mail_tracking_url())
+        self.assertEqual("open", record_activity.mail_status)
+        self.assertTrue(record_child_activity.scheduled_date)
+        tracker = self.env["link.tracker"].search(
+            [("url", "=", "https://www.twitter.com")]
+        )
+        self.url_open(
+            "/r/%s/au/%s/%s"
+            % (
+                tracker.code,
+                record_activity.id,
+                record_activity._get_mail_tracking_token(),
+            )
+        )
+        self.env["automation.record.step"]._cron_automation_steps()
+        self.assertEqual("rejected", record_child_activity.state)
+
+    def test_is_test_behavior(self):
+        """
+        We want to ensure that no mails are sent on tests
+        """
+        self.create_mail_activity()
+        self.configuration.editable_domain = "[('id', '=', %s)]" % self.partner_01.id
+        with Form(
+            self.env["automation.configuration.test"].with_context(
+                default_configuration_id=self.configuration.id,
+                defaul_model=self.configuration.model,
+            )
+        ) as f:
+            self.assertTrue(f.resource_ref)
+            f.resource_ref = "%s,%s" % (self.partner_01._name, self.partner_01.id)
+        wizard = f.save()
+        wizard_action = wizard.test_record()
+        record = self.env[wizard_action["res_model"]].browse(wizard_action["res_id"])
+        self.assertTrue(record)
+        self.assertEqual("scheduled", record.automation_step_ids.state)
+        self.assertFalse(record.automation_step_ids.mail_status)
+        with self.mock_mail_gateway():
+            record.automation_step_ids.run()
+            self.assertNotSentEmail()
+        self.assertEqual("sent", record.automation_step_ids.mail_status)

odoo-bringout-oca-automation-automation_oca/automation_oca/tests/test_automation_security.py

@@ -0,0 +1,106 @@
+# Copyright 2024 Dixmit
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+from odoo.tests.common import users
+
+from odoo.addons.mail.tests.common import mail_new_test_user
+
+from .common import AutomationTestCase
+
+
+class TestAutomationSecurity(AutomationTestCase):
+    @classmethod
+    def setUpClass(cls):
+        super().setUpClass()
+        # Removing rules in order to check only what we expect
+        cls.env["ir.rule"].search(
+            [("model_id", "=", cls.env.ref("base.model_res_partner").id)]
+        ).toggle_active()
+
+        cls.user_automation_01 = mail_new_test_user(
+            cls.env,
+            login="user_automation_01",
+            name="User automation 01",
+            email="user_automation_01@test.example.com",
+            company_id=cls.env.user.company_id.id,
+            notification_type="inbox",
+            groups="base.group_user,automation_oca.group_automation_user",
+        )
+        cls.user_automation_02 = mail_new_test_user(
+            cls.env,
+            login="user_automation_02",
+            name="User automation 01",
+            email="user_automation_02@test.example.com",
+            company_id=cls.env.user.company_id.id,
+            notification_type="inbox",
+            groups="base.group_user,automation_oca.group_automation_user",
+        )
+        cls.group_1 = cls.env["res.groups"].create(
+            {
+                "name": "G1",
+                "users": [(4, cls.user_automation_01.id)],
+                "rule_groups": [
+                    (
+                        0,
+                        0,
+                        {
+                            "name": "Rule 01",
+                            "model_id": cls.env.ref("base.model_res_partner").id,
+                            "domain_force": "[('id', '!=', %s)]" % cls.partner_01.id,
+                        },
+                    )
+                ],
+            }
+        )
+        cls.group_2 = cls.env["res.groups"].create(
+            {
+                "name": "G2",
+                "users": [(4, cls.user_automation_02.id)],
+                "rule_groups": [
+                    (
+                        0,
+                        0,
+                        {
+                            "name": "Rule 01",
+                            "model_id": cls.env.ref("base.model_res_partner").id,
+                            "domain_force": "[('id', '!=', %s)]" % cls.partner_02.id,
+                        },
+                    )
+                ],
+            }
+        )
+        cls.configuration.editable_domain = [
+            ("id", "in", (cls.partner_01 | cls.partner_02).ids)
+        ]
+        cls.configuration.start_automation()
+        cls.env["automation.configuration"].cron_automation()
+
+    @users("user_automation_01")
+    def test_security_01(self):
+        record = self.env["automation.record"].search(
+            [("configuration_id", "=", self.configuration.id)]
+        )
+        self.assertEqual(1, len(record))
+        self.assertEqual(self.partner_02, record.resource_ref)
+
+    @users("user_automation_02")
+    def test_security_02(self):
+        record = self.env["automation.record"].search(
+            [("configuration_id", "=", self.configuration.id)]
+        )
+        self.assertEqual(1, len(record))
+        self.assertEqual(self.partner_01, record.resource_ref)
+
+    @users("user_automation_01")
+    def test_security_deleted_record(self):
+        original_record = self.env["automation.record"].search(
+            [("configuration_id", "=", self.configuration.id)]
+        )
+        self.partner_02.unlink()
+        record = self.env["automation.record"].search(
+            [("configuration_id", "=", self.configuration.id)]
+        )
+        self.assertTrue(record)
+        self.assertTrue(record.is_orphan_record)
+        self.assertTrue(original_record)
+        self.assertTrue(original_record.read())

odoo-bringout-oca-automation-automation_oca/automation_oca/views/automation_configuration.xml

@@ -0,0 +1,509 @@
+<?xml version="1.0" encoding="utf-8" ?>
+<!-- Copyright 2024 Dixmit
+     License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). -->
+<odoo>
+
+    <record model="ir.ui.view" id="automation_configuration_form_view">
+        <field name="model">automation.configuration</field>
+        <field name="arch" type="xml">
+            <form>
+                <header>
+                    <button
+                        class="btn btn-primary"
+                        type="object"
+                        name="start_automation"
+                        string="Start"
+                        attrs="{'invisible': [('state', '!=', 'draft')]}"
+                    />
+                    <button
+                        class="btn btn-primary"
+                        type="object"
+                        name="run_automation"
+                        attrs="{'invisible': [('state', '!=', 'ondemand')]}"
+                        string="Generate new records"
+                    />
+                    <button
+                        type="object"
+                        name="done_automation"
+                        class="btn-secondary"
+                        string="Mark as done"
+                        attrs="{'invisible': [('state', 'not in', ['periodic','ondemand'])]}"
+                    />
+                    <button
+                        type="object"
+                        name="back_to_draft"
+                        class="btn-secondary"
+                        string="Back to draft"
+                        attrs="{'invisible': [('state', '!=', 'done')]}"
+                    />
+                    <button
+                        type="action"
+                        name="%(automation_configuration_test_act_window)s"
+                        string="Test"
+                        class="btn-warning"
+                        groups="automation_oca.group_automation_manager"
+                    />
+                    <button
+                        type="object"
+                        name="run_automation"
+                        class="btn-info"
+                        string="Enforce generation"
+                        attrs="{'invisible': [('state', '!=', 'periodic')]}"
+                    />
+
+                    <field name="state" widget="statusbar" />
+                </header>
+                <div
+                    class="alert alert-info"
+                    role="alert"
+                    attrs="{'invisible': [('state', '!=', 'draft')]}"
+                >
+                    <div
+                        class="px-4"
+                        attrs="{'invisible': [('is_periodic', '=', False)]}"
+                    >
+                        On <b
+                        >periodical configurations</b>, the records are created automatically by a cron job.
+                        It is great for tasks that don't need user validation.
+                    </div>
+                    <div
+                        class="px-4"
+                        attrs="{'invisible': [('is_periodic', '=', True)]}"
+                    >
+                        On <b
+                        >on demand configurations</b>, the records are created only by pressing the run button.
+                        It is useful if you want to control the execution and created records manually.
+                    </div>
+                </div>
+                <div
+                    class="alert alert-info"
+                    role="alert"
+                    attrs="{'invisible': [('state', '!=', 'ondemand')]}"
+                >
+                    <div class="px-4">
+                        This is configuration only generates new records on demand. Press the button in order to execute them manually.
+                    </div>
+                </div>
+                <div
+                    class="alert alert-info"
+                    role="alert"
+                    attrs="{'invisible': [('state', '!=', 'periodic')]}"
+                >
+                    <div class="px-4">
+                        This a periodical configuration. New records are generated automatically.
+                        Next execution is programed for <field
+                            name="next_execution_date"
+                        />
+                    </div>
+                </div>
+                <sheet>
+                    <div name="button_box">
+                        <button
+                            name="%(automation_record_configuration_act_window)s"
+                            type="action"
+                            class="oe_stat_button"
+                            icon="fa-envelope"
+                            attrs="{'invisible': [('record_count', '=', 0)]}"
+                        >
+                            <field
+                                name="record_count"
+                                widget="statinfo"
+                                string="Records"
+                            />
+                        </button>
+                        <button
+                            name="%(automation_record_configuration_test_act_window)s"
+                            type="action"
+                            class="oe_stat_button"
+                            icon="fa-flask"
+                            attrs="{'invisible': [('record_test_count', '=', 0)]}"
+                        >
+                            <field
+                                name="record_test_count"
+                                widget="statinfo"
+                                string="Tests"
+                            />
+                        </button>
+                    </div>
+                    <widget
+                        name="web_ribbon"
+                        title="Archived"
+                        bg_color="text-bg-danger"
+                        attrs="{'invisible': [('active', '=', True)]}"
+                    />
+                    <div class="oe_title">
+                        <h1><field
+                                name="name"
+                                placeholder="e.g. Remember unpaid invoices"
+                            /></h1>
+                    </div>
+                    <group>
+                        <field name="active" invisible="1" />
+                        <field
+                            name="is_periodic"
+                            attrs="{'readonly': [('state', '!=', 'draft')]}"
+                            widget="boolean_toggle"
+                        />
+                        <field
+                            name="tag_ids"
+                            widget="many2many_tags"
+                            options="{'color_field': 'color'}"
+                        />
+                        <field
+                            name="model_id"
+                            options="{'no_create_edit': True, 'no_open': True}"
+                        />
+                        <field name="model" invisible="1" />
+                        <field
+                            name="field_id"
+                            string="Unicity based on"
+                            options="{'no_create_edit': True, 'no_open': True}"
+                        />
+                        <label for="filter_id" string="Filter" />
+                        <div class="container ps-0">
+                            <div class="row">
+                                <div class="col-5">
+                                    <field name="filter_id" domain="filter_domain" />
+                                </div>
+                                <button
+                                    name="save_filter"
+                                    type="object"
+                                    string="Save filter"
+                                    icon="fa-save"
+                                    class="text-primary filter-left col-7"
+                                    attrs="{'invisible': [('filter_id', '!=', False)]}"
+                                />
+                            </div>
+                        </div>
+                        <field name="filter_domain" invisible="1" />
+                        <field
+                            name="domain"
+                            string="Domain"
+                            widget="domain"
+                            attrs="{'invisible': [('filter_id', '=', False)]}"
+                            options="{'foldable': True, 'model': 'model'}"
+                        />
+                        <field
+                            name="editable_domain"
+                            string="Domain"
+                            widget="domain"
+                            attrs="{'invisible': [('filter_id', '!=', False)]}"
+                            options="{'foldable': True, 'model': 'model'}"
+                        />
+                        <field name="company_id" groups="base.group_multi_company" />
+                    </group>
+                    <field
+                        name="automation_step_ids"
+                        widget="automation_step"
+                        mode="kanban"
+                        class="o_automation_kanban"
+                    >
+                        <kanban limit="1000">
+                            <field name="id" />
+                            <field name="name" />
+                            <field name="step_type" />
+                            <field name="parent_id" />
+                            <field name="trigger_type" />
+                            <field name="parent_position" />
+                            <field name="trigger_child_types" />
+                            <field name="trigger_type_data" />
+                            <field name="trigger_date_kind" />
+                            <field name="step_icon" />
+                            <field name="step_name" />
+                            <templates>
+                                <div
+                                    t-name="kanban-box"
+                                    class="o_automation_kanban_box p-2"
+                                >
+                                    <div
+                                        class="o_automation_kanban_extra"
+                                        t-foreach="[...Array(record.parent_position.raw_value).keys()]"
+                                        t-as="extra"
+                                        t-key="extra"
+                                    >
+                                        <div
+                                            class="o_automation_kanban_position_line"
+                                        />
+                                    </div>
+                                    <div class="me-5 o_automation_kanban_time">
+                                        <div
+                                            class="o_automation_kanban_position_line"
+                                        />
+                                        <i
+                                            class="o_automation_kanban_card_position fa fa-circle text-info text-right"
+                                            title="Run on"
+                                        />
+                                        <div
+                                            class="p-2 o_automation_kanban_time_info text-center"
+                                        >
+                                            <div
+                                                t-att-class="record.trigger_type_data.raw_value.color"
+                                                t-if="record.trigger_type_data.raw_value.message_configuration"
+                                            >
+                                                <i
+                                                    t-att-class="record.trigger_type_data.raw_value.icon"
+                                                /> <t
+                                                    t-esc="record.trigger_type_data.raw_value.message_configuration"
+                                                />
+                                            </div>
+                                            <div
+                                                t-if="record.trigger_date_kind.raw_value == 'date'"
+                                            >
+                                                <i
+                                                    class="fa fa-calendar pe-1"
+                                                    role="img"
+                                                    aria-label="At"
+                                                    title="At"
+                                                />
+                                                <field name="trigger_date_field" />
+                                            </div>
+                                            <strong>
+                                                <i
+                                                    class="fa fa-clock-o pe-1"
+                                                    role="img"
+                                                    aria-label="Select time"
+                                                    title="Select time"
+                                                />
+                                                <t
+                                                    t-if="record.trigger_interval.raw_value >= 0"
+                                                >
+                                                    <span class="pe-1"><field
+                                                            name="trigger_interval"
+                                                        /></span>
+                                                    <field
+                                                        name="trigger_interval_type"
+                                                    />
+                                                </t>
+                                                <t t-else="">
+                                                    <span class="pe-1">Immediatly</span>
+                                                </t>
+                                            </strong>
+                                        </div>
+                                    </div>
+                                    <div class="o_automation_kanban_card">
+                                        <div class="o_automation_kanban_header">
+                                            <button
+                                                class="o_automation_kanban_header_icon btn btn-primary"
+                                                type="edit"
+                                            >
+                                                <span
+                                                    t-att-class="record.step_icon.raw_value"
+                                                    t-att-title="record.step_name.raw_value"
+                                                    role="img"
+                                                    t-att-aria-label="record.step_name.raw_value"
+                                                />
+                                            </button>
+                                            <div
+                                                class="o_automation_kanban_header_title"
+                                            >
+                                                <h3 class="mb0 mt0"><a
+                                                        type="edit"
+                                                        class="oe_kanban_action oe_kanban_action_a"
+                                                        t-att-title="record.name.raw_value"
+                                                    ><field name="name" /></a></h3>
+                                                <div t-esc="record.step_type.value" />
+                                            </div>
+                                            <div
+                                                class="o_automation_kanban_header_actions"
+                                            >
+                                                <div
+                                                    t-if="!read_only_mode"
+                                                    class="float-start mt8 mr4"
+                                                >
+                                                    <a
+                                                        type="edit"
+                                                        role="button"
+                                                        class="btn btn-primary btn-sm"
+                                                        href="#"
+                                                    >Edit</a>
+                                                    <a
+                                                        type="delete"
+                                                        role="button"
+                                                        class="btn btn-link btn-sm"
+                                                        href="#"
+                                                    >Delete</a>
+                                                </div>
+                                            </div>
+                                        </div>
+                                        <div class="o_automation_kanban_graph row">
+                                            <div class="col-8">
+                                                <field
+                                                    name="graph_data"
+                                                    widget="automation_graph"
+                                                />
+                                            </div>
+                                            <div class="col-4 text-center pt-2">
+                                                <h2 class="o_automation_kpi_processed">
+                                                    <field name="graph_done" />
+                                                </h2>
+                                                <div
+                                                    class="o_automation_kpi_processed pb-3"
+                                                > Processed</div>
+                                                <h2 class="o_automation_kpi_error">
+                                                    <field name="graph_error" />
+                                                </h2>
+                                                <div
+                                                    class="o_automation_kpi_error"
+                                                > Error</div>
+                                            </div>
+                                        </div>
+
+                                        <div
+                                            t-if="!read_only_mode"
+                                            class="o_automation_kanban_child_add text-center"
+                                        >
+                                            <div
+                                                class="o_automation_kanban_child_add_title card-footer"
+                                            >
+                                                <i
+                                                    class="fa fa-plus-circle"
+                                                /> Add child activity
+                                            </div>
+                                            <div
+                                                class="o_automation_kanban_child_add_buttons"
+                                            >
+                                                <t
+                                                    t-foreach="record.trigger_child_types.raw_value"
+                                                    t-as="trigger_type_id"
+                                                    t-key="trigger_type_id"
+                                                >
+                                                    <t
+                                                        t-set="trigger_type"
+                                                        t-value="record.trigger_child_types.raw_value[trigger_type_id]"
+                                                    />
+                                                    <div
+                                                        t-att-trigger-type="trigger_type_id"
+                                                        class="o_automation_kanban_child_add_button"
+                                                    >
+                                                    <i
+                                                            t-attf-class="{{trigger_type.icon}} {{trigger_type.color}}"
+                                                            t-att-title="trigger_type.name"
+                                                            role="img"
+                                                            t-att-aria-label="trigger_type.name"
+                                                        />
+                                                    </div>
+                                                </t>
+                                            </div>
+                                        </div>
+                                    </div>
+                                </div>
+                            </templates>
+                        </kanban>
+                    </field>
+                </sheet>
+                <div class="oe_chatter">
+                    <field name="message_follower_ids" />
+                    <field name="message_ids" />
+                </div>
+            </form>
+        </field>
+    </record>
+
+    <record model="ir.ui.view" id="automation_configuration_search_view">
+        <field name="model">automation.configuration</field>
+        <field name="arch" type="xml">
+            <search>
+                <field name="name" />
+                <field name="tag_ids" />
+                <separator />
+                <filter name="draft" string="Draft" domain="[('state','=', 'draft')]" />
+                <filter
+                    name="run"
+                    string="Run"
+                    domain="[('state','in', ['periodic', 'ondemand'])]"
+                />
+                <filter name="done" string="Done" domain="[('state','=', 'done')]" />
+                <separator />
+                <filter
+                    name="archived"
+                    string="Archived"
+                    domain="[('active','=', False)]"
+                />
+            </search>
+        </field>
+    </record>
+
+    <record model="ir.ui.view" id="automation_configuration_kanban_view">
+        <field name="model">automation.configuration</field>
+        <field name="arch" type="xml">
+            <kanban default_group_by="state" quick_create="false">
+                <field name="state" readonly="1" />
+                <templates>
+                    <t t-name="kanban-box">
+                        <div class="oe_kanban_card oe_kanban_global_click">
+                            <div class="row">
+                                <field name="name" class="o_text_overflow" />
+                                <field
+                                    name="tag_ids"
+                                    widget="many2many_tags"
+                                    options="{'color_field': 'color'}"
+                                />
+                            </div>
+                            <div class="row mt8">
+                                <div class="col-4 text-center text-black-50">
+                                    <div>Records</div>
+                                    <field name="record_count" class="h1" />
+                                </div>
+                                <div class="col-4 text-center text-primary">
+                                    <div>Running</div>
+                                    <field name="record_run_count" class="h1" />
+                                </div>
+                                <div class="col-4 text-center text-black-50">
+                                    <div>Done</div>
+                                    <field name="record_done_count" class="h1" />
+                                </div>
+                            </div>
+                            <div class="row mt8">
+                                <div class="col-4 text-center text-black-50">
+                                    <div><i
+                                            class="fa fa-envelope"
+                                            title="Mails"
+                                        /></div>
+                                    <field name="activity_mail_count" class="h2" />
+                                </div>
+                                <div class="col-4 text-center text-black-50">
+                                    <div><i class="fa fa-cogs" title="Actions" /></div>
+                                    <field name="activity_action_count" class="h2" />
+                                </div>
+                                <div class="col-4 text-center text-black-50">
+                                    <div><i
+                                            class="fa fa-hand-pointer-o"
+                                            title="Clicks"
+                                        /></div>
+                                    <field name="click_count" class="h2" />
+                                </div>
+                            </div>
+                        </div>
+                    </t>
+                </templates>
+            </kanban>
+        </field>
+    </record>
+
+
+    <record model="ir.ui.view" id="automation_configuration_tree_view">
+        <field name="model">automation.configuration</field>
+        <field name="arch" type="xml">
+            <tree>
+                <!-- TODO -->
+                <field name="name" />
+            </tree>
+        </field>
+    </record>
+
+    <record model="ir.actions.act_window" id="automation_configuration_act_window">
+        <field name="name">Automation Configuration</field> <!-- TODO -->
+        <field name="res_model">automation.configuration</field>
+        <field name="view_mode">kanban,tree,form</field>
+        <field name="domain">[]</field>
+        <field name="context">{}</field>
+    </record>
+
+    <record model="ir.ui.menu" id="automation_configuration_menu">
+        <field name="name">Automation Configuration</field>
+        <field name="parent_id" ref="automation_root_menu" />
+        <field name="action" ref="automation_configuration_act_window" />
+        <field name="sequence" eval="10" />
+    </record>
+
+</odoo>

odoo-bringout-oca-automation-automation_oca/automation_oca/views/automation_configuration_step.xml

@@ -0,0 +1,228 @@
+<?xml version="1.0" encoding="utf-8" ?>
+<!-- Copyright 2024 Dixmit
+     License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). -->
+<odoo>
+
+    <record model="ir.ui.view" id="automation_configuration_step_form_view">
+        <field name="model">automation.configuration.step</field>
+        <field name="arch" type="xml">
+            <form>
+                <header />
+                <sheet>
+                    <div class="oe_title">
+                        <h1><field
+                                name="name"
+                                placeholder="e.g. Remember unpaid invoices"
+                            /></h1>
+                    </div>
+                    <div
+                        class="alert alert-warning"
+                        role="alert"
+                        attrs="{'invisible': [('trigger_interval', '>=', 0)]}"
+                    >
+                        In this case, the task will be executed automatically when we create it in the same process.
+                    </div>
+                    <group>
+                        <group>
+                            <field name="step_type" />
+                            <field name="configuration_id" invisible="1" />
+                            <field name="model_id" invisible="1" />
+                            <field name="model" invisible="1" />
+                        </group>
+                        <group>
+                            <field name="trigger_date_kind" />
+                            <label for="trigger_interval" string="Trigger" />
+                            <div class="container ps-0">
+                                <div class="row">
+                                    <div class="col-2"><field
+                                            name="trigger_interval"
+                                            nolabel="1"
+                                        /></div>
+                                    <div class="col-10"><field
+                                            name="trigger_interval_type"
+                                            nolabel="1"
+                                        /></div>
+                                </div>
+                                <div
+                                    class="row"
+                                    attrs="{'invisible': [('trigger_date_kind', '!=', 'date')]}"
+                                >
+                                    <span class="col-2">after</span>
+                                    <div class="col-10"><field
+                                            name="trigger_date_field_id"
+                                            nolabel="1"
+                                            attrs="{'required': [('trigger_date_kind', '=', 'date')]}"
+                                        /></div>
+                                </div>
+                                <div class="row">
+                                    <span
+                                        class="col-2"
+                                        attrs="{'invisible': [('trigger_date_kind', '!=', 'offset')]}"
+                                    >after</span>
+                                    <span
+                                        class="col-2"
+                                        attrs="{'invisible': [('trigger_date_kind', '=', 'offset')]}"
+                                    >when</span>
+                                    <div class="col-10"><field
+                                            name="trigger_type"
+                                            nolabel="1"
+                                        /></div>
+                                </div>
+                                <div
+                                    class="row"
+                                    attrs="{'invisible': [('trigger_type', '=', 'start')]}"
+                                >
+                                    <span class="col-2">of</span>
+                                    <div class="col-10">
+                                        <field
+                                            name="parent_id"
+                                            domain="[('configuration_id', '=', configuration_id)]"
+                                        /></div>
+                                </div>
+                            </div>
+                            <field name="allow_expiry" invisible="1" />
+                            <div
+                                class="container ps-0 alert alert-warning"
+                                colspan="2"
+                                attrs="{'invisible': [('trigger_date_kind', '!=', 'date')]}"
+                            >
+                                The scheduled date will be the date of the record at the moment we generate the new record.
+                                Later changes of the field will not affect the scheduled date.
+                            </div>
+                            <field
+                                name="expiry"
+                                attrs="{'invisible': [('allow_expiry', '=', False)]}"
+                            />
+                            <label
+                                for="expiry_interval"
+                                string="Trigger"
+                                attrs="{'invisible': [('expiry', '=', False)]}"
+                            />
+                            <div
+                                class="container ps-0"
+                                attrs="{'invisible': [('expiry', '=', False)]}"
+                            >
+                                <div class="row">
+                                    <div class="col-2"><field
+                                            name="expiry_interval"
+                                            attrs="{'required': [('expiry', '=', True)]}"
+                                            nolabel="1"
+                                        /></div>
+                                    <div class="col-10"><field
+                                            name="expiry_interval_type"
+                                            attrs="{'required': [('expiry', '=', True)]}"
+                                            nolabel="1"
+                                        /></div>
+                                </div>
+                            </div>
+                        </group>
+                        <group attrs="{'invisible':[('step_type', '!=', 'action')]}">
+                            <field
+                                name="server_action_id"
+                                context="{'default_model_id': model_id}"
+                                attrs="{'required': [('step_type', '=', 'action')]}"
+                            />
+                        </group>
+                        <group attrs="{'invisible':[('step_type', '!=', 'mail')]}">
+                            <field
+                                name="mail_template_id"
+                                attrs="{'required': [('step_type', '=', 'mail')]}"
+                            />
+                            <field name="mail_author_id" />
+                        </group>
+                        <group attrs="{'invisible':[('step_type', '!=', 'activity')]}">
+                            <field
+                                name="activity_type_id"
+                                attrs="{'required': [('step_type', '=', 'activity')]}"
+                            />
+                            <label
+                                for="activity_date_deadline_range"
+                                string="Deadline"
+                            />
+                            <div class="container ps-0">
+                                <div class="row">
+                                    <div class="col-2"><field
+                                            name="activity_date_deadline_range"
+                                            nolabel="1"
+                                        /></div>
+                                    <div class="col-10"><field
+                                            name="activity_date_deadline_range_type"
+                                            nolabel="1"
+                                        /></div>
+                                </div>
+                            </div>
+                            <field name="activity_user_type" />
+                            <field
+                                name="activity_user_id"
+                                attrs="{'invisible': [('activity_user_type', '!=', 'specific')], 'required': [('activity_user_type', '=', 'specific')]}"
+                            />
+                            <field
+                                name="activity_user_field_id"
+                                domain="[('model_id', '=', model_id)]"
+                                attrs="{'invisible': [('activity_user_type', '!=', 'generic')], 'required': [('activity_user_type', '=', 'generic')]}"
+                            />
+                        </group>
+                    </group>
+                    <notebook>
+                        <page string="Specific Domain" name="specific_domain">
+                            <group>
+                                <field name="apply_parent_domain" />
+                            </group>
+                            <field
+                                name="domain"
+                                widget="domain"
+                                options="{'foldable': True, 'model': 'model'}"
+                            />
+                        </page>
+                        <page string="Final Domain" name="final_domain">
+                            <div
+                            >This is the final domain that will be applied to the records.
+                                Consists in the join of the specific domain of the step and the domain of the records.</div>
+                            <field
+                                name="applied_domain"
+                                widget="domain"
+                                options="{'foldable': True, 'model': 'model'}"
+                            />
+                        </page>
+                        <page
+                            string="Activity"
+                            name="activity"
+                            attrs="{'invisible':[('step_type', '!=', 'activity')]}"
+                        >
+                            <group>
+                                <field name="activity_summary" />
+                                <field name="activity_note" />
+                            </group>
+                        </page>
+                        <page name="action" string="Server Action">
+                            <group>
+                                <field name="server_context" />
+                            </group>
+                        </page>
+                    </notebook>
+
+                </sheet>
+            </form>
+        </field>
+    </record>
+
+    <record model="ir.ui.view" id="automation_configuration_step_search_view">
+        <field name="model">automation.configuration.step</field>
+        <field name="arch" type="xml">
+            <search>
+                <!-- TODO -->
+            </search>
+        </field>
+    </record>
+
+    <record model="ir.ui.view" id="automation_configuration_step_tree_view">
+        <field name="model">automation.configuration.step</field>
+        <field name="arch" type="xml">
+            <tree>
+                <!-- TODO -->
+                <field name="name" />
+            </tree>
+        </field>
+    </record>
+
+</odoo>

odoo-bringout-oca-automation-automation_oca/automation_oca/views/automation_filter.xml

@@ -0,0 +1,65 @@
+<?xml version="1.0" encoding="utf-8" ?>
+<!-- Copyright 2024 Dixmit
+     License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). -->
+<odoo>
+
+    <record model="ir.ui.view" id="automation_filter_form_view">
+        <field name="model">automation.filter</field>
+        <field name="arch" type="xml">
+            <form>
+                <header />
+                <sheet>
+                    <group>
+                        <field name="name" />
+                        <field
+                            name="model_id"
+                            options="{'no_create_edit': True, 'no_open': True}"
+                        />
+                        <field name="model" invisible="1" />
+                        <field
+                            name="domain"
+                            widget="domain"
+                            options="{'foldable': True, 'model': 'model'}"
+                        />
+                    </group>
+                </sheet>
+            </form>
+        </field>
+    </record>
+
+    <record model="ir.ui.view" id="automation_filter_search_view">
+        <field name="model">automation.filter</field>
+        <field name="arch" type="xml">
+            <search>
+                <field name="name" />
+                <field name="model_id" />
+            </search>
+        </field>
+    </record>
+
+    <record model="ir.ui.view" id="automation_filter_tree_view">
+        <field name="model">automation.filter</field>
+        <field name="arch" type="xml">
+            <tree>
+                <field name="name" />
+                <field name="model_id" />
+            </tree>
+        </field>
+    </record>
+
+    <record model="ir.actions.act_window" id="automation_filter_act_window">
+        <field name="name">Filters</field>
+        <field name="res_model">automation.filter</field>
+        <field name="view_mode">tree,form</field>
+        <field name="domain">[]</field>
+        <field name="context">{}</field>
+    </record>
+
+    <record model="ir.ui.menu" id="automation_filter_menu">
+        <field name="name">Filters</field>
+        <field name="parent_id" ref="automation_config_root_menu" />
+        <field name="action" ref="automation_filter_act_window" />
+        <field name="sequence" eval="20" />
+    </record>
+
+</odoo>

odoo-bringout-oca-automation-automation_oca/automation_oca/views/automation_record.xml

@@ -0,0 +1,307 @@
+<?xml version="1.0" encoding="utf-8" ?>
+<!-- Copyright 2024 Dixmit
+     License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). -->
+<odoo>
+
+    <record model="ir.ui.view" id="automation_record_form_view">
+        <field name="model">automation.record</field>
+        <field name="arch" type="xml">
+            <form create="0">
+                <header>
+                    <field name="state" widget="statusbar" />
+                </header>
+                <sheet>
+                    <widget
+                        name="web_ribbon"
+                        title="Test"
+                        bg_color="text-bg-danger"
+                        attrs="{'invisible': [('is_test', '=', False)]}"
+                    />
+
+                    <div class="oe_title">
+                        <div attrs="{'invisible': [('is_orphan_record', '=', False)]}">
+                            <field name="is_orphan_record" invisible="1" />
+                            <h1><span>This record is an orphan record</span></h1>
+                            <group>
+                                <field name="model" />
+                            </group>
+                        </div>
+
+                        <h1
+                            attrs="{'invisible': [('is_orphan_record', '=', True)]}"
+                        ><field
+                                name="resource_ref"
+                                required="1"
+                                options="{'hide_model': True}"
+                            /></h1>
+                    </div>
+                    <group>
+                        <field name="configuration_id" />
+                        <field name="is_test" invisible="1" />
+                    </group>
+                    <field
+                        name="automation_step_ids"
+                        widget="automation_step"
+                        mode="kanban"
+                        class="o_automation_kanban"
+                    >
+                        <kanban limit="1000">
+                            <field name="id" />
+                            <field name="name" />
+                            <field name="step_type" />
+                            <field name="parent_id" />
+                            <field name="trigger_type" />
+                            <field name="parent_position" />
+                            <field name="mail_status" />
+                            <field name="mail_clicked_on" />
+                            <field name="activity_done_on" />
+                            <field name="state" />
+                            <field name="trigger_type_data" />
+                            <field name="step_icon" />
+                            <field name="step_name" />
+                            <field name="step_actions" />
+                            <templates>
+                                <div
+                                    t-name="kanban-box"
+                                    class="o_automation_kanban_box p-2"
+                                >
+                                    <div
+                                        class="o_automation_kanban_extra"
+                                        t-foreach="[...Array(record.parent_position.raw_value).keys()]"
+                                        t-as="extra"
+                                        t-key="extra"
+                                    >
+                                        <div
+                                            class="o_automation_kanban_position_line"
+                                        />
+                                    </div>
+                                    <div class="me-5 o_automation_kanban_time">
+                                        <div
+                                            class="o_automation_kanban_position_line"
+                                        />
+                                        <i
+                                            class="o_automation_kanban_card_position fa fa-circle text-info text-right"
+                                            title="Run on"
+                                        />
+                                        <div
+                                            class="p-2 o_automation_kanban_time_info text-center"
+                                        >
+                                            <strong>
+                                                <field
+                                                    class="text-success"
+                                                    name="processed_on"
+                                                    t-if="record.state.raw_value === 'done'"
+                                                />
+                                                <span
+                                                    class="text-warning"
+                                                    t-elif="record.state.raw_value == 'expired'"
+                                                >
+                                                    Expired <field
+                                                        name="processed_on"
+                                                    />
+                                                </span>
+                                                <span
+                                                    class="text-info"
+                                                    t-elif="record.state.raw_value == 'rejected'"
+                                                >
+                                                    Rejected <field
+                                                        name="processed_on"
+                                                    />
+                                                </span>
+                                                <span
+                                                    class="text-danger"
+                                                    t-elif="record.state.raw_value == 'error'"
+                                                >
+                                                    Error on <field
+                                                        name="processed_on"
+                                                    />
+                                                </span>
+                                                <span
+                                                    class="text-warning"
+                                                    t-elif="record.state.raw_value == 'cancel'"
+                                                >
+                                                    Cancelled <field
+                                                        name="processed_on"
+                                                    />
+                                                </span>
+                                                <field
+                                                    name="scheduled_date"
+                                                    t-elif="record.scheduled_date.value and record.state.raw_value === 'scheduled'"
+                                                />
+                                                <span t-else="" class="text-primary">
+                                                    <i
+                                                        t-att-class="record.trigger_type_data.raw_value.icon"
+                                                    /> <t
+                                                        t-esc="record.trigger_type_data.raw_value.message"
+                                                    />
+                                                </span>
+                                            </strong>
+                                        </div>
+                                    </div>
+                                    <div class="o_automation_kanban_card">
+                                        <div class="o_automation_kanban_header">
+                                            <div
+                                                t-attf-class="o_automation_kanban_header_icon {{record.state.raw_value === 'done' ? 'btn-success': (record.state.raw_value === 'scheduled' ? 'btn-primary': (record.state.raw_value === 'error' ? 'btn-danger': (record.state.raw_value === 'rejected' ? 'btn-info': 'btn-warning')))}}"
+                                            >
+                                                <span
+                                                    t-att-class="record.step_icon.raw_value"
+                                                    t-att-title="record.step_name.raw_value"
+                                                    role="img"
+                                                    t-att-aria-label="record.step_name.raw_value"
+                                                />
+                                            </div>
+                                            <div
+                                                class="o_automation_kanban_header_title"
+                                            >
+                                                <h3 class="mb0 mt0"><a
+                                                        type="edit"
+                                                        class="oe_kanban_action oe_kanban_action_a"
+                                                        t-att-title="record.name.raw_value"
+                                                    ><field name="name" /></a></h3>
+                                                <div t-esc="record.step_type.value" />
+                                            </div>
+                                            <div
+                                                class="o_automation_kanban_header_actions"
+                                            >
+                                                <button
+                                                    type="object"
+                                                    name="run"
+                                                    class="fa fa-play btn-primary o_automation_kanban_header_icon"
+                                                    title="Run"
+                                                    t-if="record.state.raw_value == 'scheduled'"
+                                                />
+                                                <button
+                                                    type="object"
+                                                    name="cancel"
+                                                    class="fa fa-times btn-warning o_automation_kanban_header_icon"
+                                                    title="Cancel"
+                                                    t-if="record.state.raw_value == 'scheduled'"
+                                                />
+                                            </div>
+                                        </div>
+                                        <div
+                                            class="o_automation_kanban_states"
+                                            t-if="record.step_actions.raw_value.length > 0"
+                                        >
+                                            <t
+                                                t-foreach="record.step_actions.raw_value"
+                                                t-as="state"
+                                                t-key="state_index"
+                                            >
+                                                <div
+                                                    t-attf-class="o_automation_kanban_state {{ state.done ? state.color: 'text-muted' }}"
+                                                >
+                                                    <i
+                                                        t-att-class="state.icon"
+                                                        t-att-title="state.name"
+                                                        role="img"
+                                                        t-att-aria-label="state.name"
+                                                    /> <t t-esc="state.name" />
+                                                </div>
+                                            </t>
+                                        </div>
+                                    </div>
+                                </div>
+                            </templates>
+                        </kanban>
+                    </field>
+                </sheet>
+            </form>
+        </field>
+    </record>
+
+    <record model="ir.ui.view" id="automation_record_search_view">
+        <field name="model">automation.record</field>
+        <field name="arch" type="xml">
+            <search>
+                <field name="configuration_id" />
+                <separator />
+                <filter
+                    name="filter_create_date"
+                    string="Created on"
+                    date="create_date"
+                />
+            </search>
+        </field>
+    </record>
+
+    <record model="ir.ui.view" id="automation_record_tree_view">
+        <field name="model">automation.record</field>
+        <field name="arch" type="xml">
+            <tree create="0">
+                <field name="name" />
+                <field name="configuration_id" />
+                <field name="create_date" />
+                <field
+                    name="state"
+                    widget="badge"
+                    decoration-info="state == 'periodic'"
+                    decoration-success="state == 'done'"
+                />
+            </tree>
+        </field>
+    </record>
+
+
+    <record id="automation_record_graph_view" model="ir.ui.view">
+        <field name="name">automation.record.graph</field>
+        <field name="model">automation.record</field>
+        <field name="arch" type="xml">
+            <graph string="Records">
+                <field name="create_date" interval="day" />
+            </graph>
+        </field>
+    </record>
+
+    <record id="automation_record_pivot_view" model="ir.ui.view">
+        <field name="name">automation.record.pivot</field>
+        <field name="model">automation.record</field>
+        <field name="arch" type="xml">
+            <pivot string="Records">
+                <field name="configuration_id" type="row" />
+                <field name="state" type="col" />
+            </pivot>
+        </field>
+    </record>
+
+    <record model="ir.actions.act_window" id="automation_record_act_window">
+        <field name="name">Automation Record</field> <!-- TODO -->
+        <field name="res_model">automation.record</field>
+        <field name="view_mode">graph,pivot,tree,form</field>
+        <field name="domain">[]</field>
+        <field name="context">{}</field>
+    </record>
+
+    <record
+        model="ir.actions.act_window"
+        id="automation_record_configuration_act_window"
+    >
+        <field name="name">Records</field>
+        <field name="res_model">automation.record</field>
+        <field name="view_mode">tree,form</field>
+        <field
+            name="domain"
+        >[('configuration_id', '=', active_id), ('is_test', '=', False)]</field>
+        <field name="context">{}</field>
+    </record>
+    <record
+        model="ir.actions.act_window"
+        id="automation_record_configuration_test_act_window"
+    >
+        <field name="name">Test Records</field>
+        <field name="res_model">automation.record</field>
+        <field name="view_mode">tree,form</field>
+        <field
+            name="domain"
+        >[('configuration_id', '=', active_id), ('is_test', '=', True)]</field>
+        <field name="context">{}</field>
+    </record>
+
+    <record model="ir.ui.menu" id="automation_record_menu">
+        <field name="name">Records</field>
+        <field name="parent_id" ref="automation_reporting_root_menu" />
+        <field name="action" ref="automation_record_act_window" />
+        <field name="sequence" eval="16" />
+    </record>
+
+</odoo>

odoo-bringout-oca-automation-automation_oca/automation_oca/views/automation_record_step.xml

@@ -0,0 +1,142 @@
+<?xml version="1.0" encoding="utf-8" ?>
+<!-- Copyright 2024 Dixmit
+     License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). -->
+<odoo>
+
+    <record model="ir.ui.view" id="automation_record_step_form_view">
+        <field name="model">automation.record.step</field>
+        <field name="arch" type="xml">
+            <form create="0">
+                <header>
+                    <field name="state" widget="statusbar" />
+                </header>
+                <sheet>
+                    <group>
+                        <field name="id" />
+                        <field name="name" />
+                        <field name="scheduled_date" />
+                        <field name="processed_on" />
+                        <field name="step_type" />
+                        <field
+                            name="message_id"
+                            attrs="{'invisible': [('message_id', '=', False)]}"
+                        />
+                    </group>
+                    <group
+                        name="error"
+                        string="Error"
+                        attrs="{'invisible': [('state', '!=', 'error')]}"
+                    >
+                        <field name="error_trace" nolabel="1" />
+                    </group>
+                </sheet>
+            </form>
+        </field>
+    </record>
+
+    <record model="ir.ui.view" id="automation_record_step_tree_view">
+        <field name="model">automation.record.step</field>
+        <field name="arch" type="xml">
+            <tree create="0">
+                <field name="name" />
+                <field name="state" />
+                <button
+                    name="run"
+                    type="object"
+                    string="Run"
+                    attrs="{'invisible': [('state', '!=', 'scheduled')]}"
+                />
+            </tree>
+        </field>
+    </record>
+
+    <record id="automation_record_step_search_view" model="ir.ui.view">
+        <field name="name">automation.record.step.search</field>
+        <field name="model">automation.record.step</field>
+        <field name="arch" type="xml">
+            <search>
+
+                <field name="configuration_step_id" />
+                <field name="configuration_id" />
+                <field name="record_id" />
+                <separator />
+                <filter
+                    string="Scheduled"
+                    name="scheduled"
+                    domain="[('state', '=', 'scheduled')]"
+                />
+                <filter string="Done" name="done" domain="[('state', '=', 'done')]" />
+                <filter
+                    string="Expired"
+                    name="expired"
+                    domain="[('state', '=', 'expired')]"
+                />
+                <filter
+                    string="Rejected"
+                    name="rejected"
+                    domain="[('state', '=', 'rejected')]"
+                />
+                <filter
+                    string="Error"
+                    name="error"
+                    domain="[('state', '=', 'error')]"
+                />
+                <filter
+                    string="Canceled"
+                    name="cancel"
+                    domain="[('state', '=', 'cancel')]"
+                />
+                <separator />
+                <filter
+                    name="filter_schedule_date"
+                    string="Scheduled date"
+                    date="scheduled_date"
+                />
+                <separator />
+                <filter
+                    name="filter_processed_on"
+                    string="Processed on"
+                    date="processed_on"
+                />
+            </search>
+        </field>
+    </record>
+
+    <record id="automation_record_step_graph_view" model="ir.ui.view">
+        <field name="name">automation.record.step.graph</field>
+        <field name="model">automation.record.step</field>
+        <field name="arch" type="xml">
+            <graph string="Records">
+                <field name="scheduled_date" interval="day" />
+                <field name="state" />
+            </graph>
+        </field>
+    </record>
+
+    <record id="automation_record_step_pivot_view" model="ir.ui.view">
+        <field name="name">automation.record.step.pivot</field>
+        <field name="model">automation.record.step</field>
+        <field name="arch" type="xml">
+            <pivot string="Records">
+                <field name="configuration_id" type="row" />
+                <field name="state" type="col" />
+            </pivot>
+        </field>
+    </record>
+
+    <record model="ir.actions.act_window" id="automation_record_step_act_window">
+        <field name="name">Activities</field>
+        <field name="res_model">automation.record.step</field>
+        <field name="view_mode">graph,pivot,tree,form</field>
+        <field name="domain">[]</field>
+        <field name="context">{}</field>
+    </record>
+
+    <record model="ir.ui.menu" id="automation_record_step_menu">
+        <field name="name">Activities</field>
+        <field name="parent_id" ref="automation_reporting_root_menu" />
+        <field name="action" ref="automation_record_step_act_window" />
+        <field name="sequence" eval="20" />
+    </record>
+
+</odoo>

odoo-bringout-oca-automation-automation_oca/automation_oca/views/automation_tag.xml

@@ -0,0 +1,40 @@
+<?xml version="1.0" encoding="utf-8" ?>
+<!-- Copyright 2024 Dixmit
+     License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). -->
+<odoo>
+
+    <record model="ir.ui.view" id="automation_tag_search_view">
+        <field name="model">automation.tag</field>
+        <field name="arch" type="xml">
+            <search>
+                <field name="name" />
+            </search>
+        </field>
+    </record>
+
+    <record model="ir.ui.view" id="automation_tag_tree_view">
+        <field name="model">automation.tag</field>
+        <field name="arch" type="xml">
+            <tree editable="bottom">
+                <field name="name" />
+                <field name="color" />
+            </tree>
+        </field>
+    </record>
+
+    <record model="ir.actions.act_window" id="automation_tag_act_window">
+        <field name="name">Tags</field> <!-- TODO -->
+        <field name="res_model">automation.tag</field>
+        <field name="view_mode">tree,form</field>
+        <field name="domain">[]</field>
+        <field name="context">{}</field>
+    </record>
+
+    <record model="ir.ui.menu" id="automation_tag_menu">
+        <field name="name">Tags</field>
+        <field name="parent_id" ref="automation_config_root_menu" />
+        <field name="action" ref="automation_tag_act_window" />
+        <field name="sequence" eval="40" />
+    </record>
+
+</odoo>

odoo-bringout-oca-automation-automation_oca/automation_oca/views/link_tracker_clicks.xml

@@ -0,0 +1,38 @@
+<?xml version="1.0" encoding="UTF-8" ?>
+<odoo>
+
+    <record id="link_tracker_click_search_view" model="ir.ui.view">
+        <field name="name">link.tracker.click.view.search.inherit.mass_mailing</field>
+            <field name="model">link.tracker.click</field>
+        <field name="inherit_id" ref="link_tracker.link_tracker_click_view_search" />
+        <field name="arch" type="xml">
+            <xpath expr="//field[@name='country_id']" position="after">
+                <field name="automation_configuration_id" />
+            </xpath>
+            <xpath expr="//filter[@name='groupby_country_id']" position="after">
+                <filter
+                    string="Automation configuration"
+                    name="groupby_automation_configuration_id"
+                    context="{'group_by': 'automation_configuration_id'}"
+                />
+            </xpath>
+        </field>
+    </record>
+
+    <record model="ir.actions.act_window" id="link_tracker_click_act_window">
+        <field name="name">Clicks</field>
+        <field name="res_model">link.tracker.click</field>
+        <field name="view_mode">graph,pivot,tree</field>
+        <field name="domain">[('automation_record_step_id', '!=', False)]</field>
+        <field
+            name="context"
+        >{'search_default_groupby_automation_configuration_id': 1}</field>
+    </record>
+
+    <record model="ir.ui.menu" id="link_tracker_click_menu">
+        <field name="name">Clicks</field>
+        <field name="parent_id" ref="automation_reporting_root_menu" />
+        <field name="action" ref="link_tracker_click_act_window" />
+        <field name="sequence" eval="30" />
+    </record>
+</odoo>

odoo-bringout-oca-automation-automation_oca/automation_oca/views/menu.xml

@@ -0,0 +1,21 @@
+<?xml version="1.0" encoding="UTF-8" ?>
+<odoo>
+    <record model="ir.ui.menu" id="automation_root_menu">
+        <field name="name">Automation</field>
+        <field name="web_icon">automation_oca,static/description/icon.png</field>
+        <field name="groups_id" eval="[(4, ref('group_automation_user'))]" />
+        <field name="sequence" eval="55" />
+    </record>
+    <record model="ir.ui.menu" id="automation_reporting_root_menu">
+        <field name="name">Reporting</field>
+        <field name="parent_id" ref="automation_root_menu" />
+        <field name="groups_id" eval="[(4, ref('group_automation_manager'))]" />
+        <field name="sequence" eval="40" />
+    </record>
+    <record model="ir.ui.menu" id="automation_config_root_menu">
+        <field name="name">Configuration</field>
+        <field name="parent_id" ref="automation_root_menu" />
+        <field name="groups_id" eval="[(4, ref('group_automation_manager'))]" />
+        <field name="sequence" eval="90" />
+    </record>
+</odoo>

odoo-bringout-oca-automation-automation_oca/automation_oca/wizards/__init__.py

@@ -0,0 +1,2 @@
+from . import mail_compose_message
+from . import automation_configuration_test

odoo-bringout-oca-automation-automation_oca/automation_oca/wizards/automation_configuration_test.py

@@ -0,0 +1,43 @@
+# Copyright 2024 Dixmit
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+from odoo import api, fields, models
+
+
+class AutomationConfigurationTest(models.TransientModel):
+
+    _name = "automation.configuration.test"
+    _description = "Test automation configuration"
+
+    configuration_id = fields.Many2one("automation.configuration", required=True)
+    model = fields.Char(related="configuration_id.model")
+    resource_ref = fields.Reference(
+        selection="_selection_target_model",
+        readonly=False,
+        required=True,
+        store=True,
+        compute="_compute_resource_ref",
+    )
+
+    @api.model
+    def _selection_target_model(self):
+        return [
+            (model.model, model.name)
+            for model in self.env["ir.model"]
+            .sudo()
+            .search([("is_mail_thread", "=", True)])
+        ]
+
+    @api.depends("model")
+    def _compute_resource_ref(self):
+        for record in self:
+            if record.model and record.model in self.env:
+                res = self.env[record.model].search([], limit=1)
+                record.resource_ref = "%s,%s" % (record.model, res.id)
+            else:
+                record.resource_ref = None
+
+    def test_record(self):
+        return self.configuration_id._create_record(
+            self.resource_ref, is_test=True
+        ).get_formview_action()

odoo-bringout-oca-automation-automation_oca/automation_oca/wizards/automation_configuration_test.xml

@@ -0,0 +1,49 @@
+<?xml version="1.0" encoding="utf-8" ?>
+<!-- Copyright 2024 Dixmit
+     License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). -->
+<odoo>
+
+    <record model="ir.ui.view" id="automation_configuration_test_form_view">
+        <field name="model">automation.configuration.test</field>
+        <field name="arch" type="xml">
+            <form string="Test configuration">
+                <sheet>
+
+                    <div class="oe_title">
+                        <h2><field
+                                name="resource_ref"
+                                required="1"
+                                options="{'hide_model': True}"
+                            /></h2>
+                    </div>
+                    <div class="row text-center">
+                        On tests, mails will not be sent, but templates will be generated and actions will be executed.
+                    </div>
+                    <group>
+                        <field name="configuration_id" invisible="1" />
+                        <field name="model" invisible="1" />
+                    </group>
+                </sheet>
+                <footer>
+                    <button
+                        name="test_record"
+                        string="Test"
+                        class="btn-primary"
+                        type="object"
+                    />
+                    <button string="Cancel" class="btn-default" special="cancel" />
+                </footer>
+            </form>
+        </field>
+    </record>
+
+    <record model="ir.actions.act_window" id="automation_configuration_test_act_window">
+        <field name="name">Test Configuration</field>
+        <field name="res_model">automation.configuration.test</field>
+        <field name="view_mode">form</field>
+        <field name="context">{'default_configuration_id': active_id}</field>
+        <field name="target">new</field>
+    </record>
+
+
+</odoo>

odoo-bringout-oca-automation-automation_oca/automation_oca/wizards/mail_compose_message.py

@@ -0,0 +1,20 @@
+# Copyright 2024 Dixmit
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+from odoo import fields, models
+
+
+class MailComposeMessage(models.TransientModel):
+
+    _inherit = "mail.compose.message"
+
+    automation_record_step_id = fields.Many2one("automation.record.step")
+
+    def get_mail_values(self, res_ids):
+        result = super().get_mail_values(res_ids)
+        if self.automation_record_step_id:
+            for res_id in res_ids:
+                result[res_id][
+                    "automation_record_step_id"
+                ] = self.automation_record_step_id.id
+        return result

odoo-bringout-oca-automation-automation_oca/doc/ARCHITECTURE.md

@@ -0,0 +1,32 @@
+# Architecture
+
+```mermaid
+flowchart TD
+    U[Users] -->|HTTP| V[Views and QWeb Templates]
+    V --> C[Controllers]
+    V --> W[Wizards – Transient Models]
+    C --> M[Models and ORM]
+    W --> M
+    M --> R[Reports]
+    DX[Data XML] --> M
+    S[Security – ACLs and Groups] -. enforces .-> M
+
+    subgraph Automation_oca Module - automation_oca
+      direction LR
+      M:::layer
+      W:::layer
+      C:::layer
+      V:::layer
+      R:::layer
+      S:::layer
+      DX:::layer
+    end
+
+    classDef layer fill:#eef8ff,stroke:#6ea8fe,stroke-width:1px
+```
+
+Notes
+- Views include tree/form/kanban templates and report templates.
+- Controllers provide website/portal routes when present.
+- Wizards are UI flows implemented with `models.TransientModel`.
+- Data XML loads data/demo records; Security defines groups and access.

odoo-bringout-oca-automation-automation_oca/doc/CONFIGURATION.md

@@ -0,0 +1,3 @@
+# Configuration
+
+Refer to Odoo settings for automation_oca. Configure related models, access rights, and options as needed.

odoo-bringout-oca-automation-automation_oca/doc/CONTROLLERS.md

@@ -0,0 +1,17 @@
+# Controllers
+
+HTTP routes provided by this module.
+
+```mermaid
+sequenceDiagram
+    participant U as User/Client
+    participant C as Module Controllers
+    participant O as ORM/Views
+
+    U->>C: HTTP GET/POST (routes)
+    C->>O: ORM operations, render templates
+    O-->>U: HTML/JSON/PDF
+```
+
+Notes
+- See files in controllers/ for route definitions.

odoo-bringout-oca-automation-automation_oca/doc/DEPENDENCIES.md

@@ -0,0 +1,6 @@
+# Dependencies
+
+This addon depends on:
+
+- [mail](../../odoo-bringout-oca-ocb-mail)
+- [link_tracker](../../odoo-bringout-oca-ocb-link_tracker)

odoo-bringout-oca-automation-automation_oca/doc/FAQ.md

@@ -0,0 +1,4 @@
+# FAQ
+
+- Q: Which Odoo version? A: 16.0 (OCA/OCB packaged).
+- Q: How to enable? A: Start server with --addon automation_oca or install in UI.

odoo-bringout-oca-automation-automation_oca/doc/INSTALL.md

@@ -0,0 +1,7 @@
+# Install
+
+```bash
+pip install odoo-bringout-oca-automation-automation_oca"
+# or
+uv pip install odoo-bringout-oca-automation-automation_oca"
+```

odoo-bringout-oca-automation-automation_oca/doc/MODELS.md

@@ -0,0 +1,21 @@
+# Models
+
+Detected core models and extensions in automation_oca.
+
+```mermaid
+classDiagram
+    class automation_configuration
+    class automation_configuration_step
+    class automation_filter
+    class automation_record
+    class automation_record_step
+    class automation_tag
+    class link_tracker_click
+    class mail_activity
+    class mail_mail
+    class mail_thread
+```
+
+Notes
+- Classes show model technical names; fields omitted for brevity.
+- Items listed under _inherit are extensions of existing models.

odoo-bringout-oca-automation-automation_oca/doc/OVERVIEW.md

@@ -0,0 +1,6 @@
+# Overview
+
+Packaged Odoo addon: automation_oca. Provides features documented in upstream Odoo 16 under this addon.
+
+- Source: OCA/OCB 16.0, addon automation_oca
+- License: LGPL-3

odoo-bringout-oca-automation-automation_oca/doc/REPORTS.md

@@ -0,0 +1,3 @@
+# Reports
+
+This module does not define custom reports.

odoo-bringout-oca-automation-automation_oca/doc/SECURITY.md

@@ -0,0 +1,42 @@
+# Security
+
+Access control and security definitions in automation_oca.
+
+## Access Control Lists (ACLs)
+
+Model access permissions defined in:
+- **[ir.model.access.csv](../automation_oca/security/ir.model.access.csv)**
+  - 13 model access rules
+
+## Record Rules
+
+Row-level security rules defined in:
+
+## Security Groups & Configuration
+
+Security groups and permissions defined in:
+- **[security.xml](../automation_oca/security/security.xml)**
+  - 2 security groups defined
+
+```mermaid
+graph TB
+    subgraph "Security Layers"
+        A[Users] --> B[Groups]
+        B --> C[Access Control Lists]
+        C --> D[Models]
+        B --> E[Record Rules]
+        E --> F[Individual Records]
+    end
+```
+
+Security files overview:
+- **[ir.model.access.csv](../automation_oca/security/ir.model.access.csv)**
+  - Model access permissions (CRUD rights)
+- **[security.xml](../automation_oca/security/security.xml)**
+  - Security groups, categories, and XML-based rules
+
+Notes
+- Access Control Lists define which groups can access which models
+- Record Rules provide row-level security (filter records by user/group)
+- Security groups organize users and define permission sets
+- All security is enforced at the ORM level by Odoo

odoo-bringout-oca-automation-automation_oca/doc/TROUBLESHOOTING.md

@@ -0,0 +1,5 @@
+# Troubleshooting
+
+- Ensure Python and Odoo environment matches repo guidance.
+- Check database connectivity and logs if startup fails.
+- Validate that dependent addons listed in DEPENDENCIES.md are installed.

odoo-bringout-oca-automation-automation_oca/doc/USAGE.md

@@ -0,0 +1,7 @@
+# Usage
+
+Start Odoo including this addon (from repo root):
+
+```bash
+python3 scripts/nix_odoo_web_server.py --db-name mydb --addon automation_oca
+```

odoo-bringout-oca-automation-automation_oca/doc/WIZARDS.md

@@ -0,0 +1,3 @@
+# Wizards
+
+This module does not include UI wizards.

odoo-bringout-oca-automation-automation_oca/pyproject.toml

@@ -0,0 +1,44 @@
+[project]
+name = "odoo-bringout-oca-automation-automation_oca"
+version = "16.0.0"
+description = "Automation Oca - 
+        Automate actions in threaded models"
+authors = [
+    { name = "Ernad Husremovic", email = "hernad@bring.out.ba" }
+]
+dependencies = [
+    "odoo-bringout-oca-ocb-mail>=16.0.0",
+    "odoo-bringout-oca-ocb-link_tracker>=16.0.0",
+    "requests>=2.25.1"
+]
+readme = "README.md"
+requires-python = ">= 3.11"
+classifiers = [
+    "Development Status :: 5 - Production/Stable",
+    "Intended Audience :: Developers",
+    "License :: OSI Approved :: GNU Lesser General Public License v3 (LGPLv3)",
+    "Programming Language :: Python :: 3",
+    "Programming Language :: Python :: 3.11", 
+    "Programming Language :: Python :: 3.12",
+    "Topic :: Office/Business",
+]
+
+[project.urls]
+homepage = "https://github.com/bringout/0"
+repository = "https://github.com/bringout/0"
+
+[build-system]
+requires = ["hatchling"]
+build-backend = "hatchling.build"
+
+[tool.hatch.metadata]
+allow-direct-references = true
+
+[tool.hatch.build.targets.wheel]
+packages = ["automation_oca"]
+
+[tool.rye]
+managed = true
+dev-dependencies = [
+    "pytest>=8.4.1",
+]