329 lines
13 KiB
ReStructuredText
329 lines
13 KiB
ReStructuredText
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.. _reference/workflows:
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Workflows
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=========
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In Odoo, a workflow is a technical artefact to manage a set of "things to
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do" associated to the records of a model. The workflow provides a higher-level
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way to organize tasks to perform with or on a record.
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More specifically, a workflow is a directed graph where the nodes are called
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"activities" and the arcs are called "transitions".
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- Activities define work that should be done within the Odoo server, such
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as changing the state of some records, or sending emails.
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- Transitions control how the workflow progresses from activity to activity.
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In the definition of a workflow, one can attach conditions, signals, and
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triggers to transitions, so that the behavior of the workflow depends on user
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actions (such as clicking on a button), changes to records, or arbitrary
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Python code.
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All in all, Odoo's workflow system provides:
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* a description of the evolution of a record (document) over time
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* automatic actions based on various and flexible conditions
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* management of company roles and validation steps
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* management of interactions between objects
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* a visual representation of document flows through their lifecycle
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For instance, a basic order could have the following flow:
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.. sphinx.ext.graphviz would be nice, but it requires ``dot`` on any machine
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.. where the doc is compiled... otoh this is a pain in the ass because you
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.. need 2 compilation steps (dot -> image and rst -> html) every time
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.. image:: workflow/order_0.*
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:align: center
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Orders start in the *Draft* state, can be *Confirmed* by a user, and then
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either shipped (*Closed*) or *Canceled*.
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A company using Odoo may want to add discount support to orders, where sales
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staff has discretionary discounting powers up to 15%, but manager validation
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is required for discounts beyond 15%. The workflow can be altered online to
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add the relevant steps without editing Python or XML files:
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.. image:: workflow/order_1.*
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:align: center
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Because Activities can perform arbitrary actions, the *Validation* can
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automatically send a validation request to the relevant employee.
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.. note:: the order view needs to be modified to add an *Accept Discount*
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button for managers
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Basics
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------
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Defining a workflow with data files is straightforward: a record "workflow" is
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given together with records for the activities and the transitions. For
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instance, here is a simple sequence of two activities defined in XML
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.. code-block:: xml
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<record id="test_workflow" model="workflow">
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<field name="name">test.workflow</field>
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<field name="osv">test.workflow.model</field>
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<field name="on_create">True</field>
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</record>
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<record id="activity_a" model="workflow.activity">
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<field name="wkf_id" ref="test_workflow"/>
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<field name="flow_start">True</field>
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<field name="name">a</field>
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<field name="kind">function</field>
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<field name="action">print_a()</field>
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</record>
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<record id="activity_b" model="workflow.activity">
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<field name="wkf_id" ref="test_workflow"/>
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<field name="flow_stop">True</field>
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<field name="name">b</field>
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<field name="kind">function</field>
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<field name="action">print_b()</field>
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</record>
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<record id="trans_a_b" model="workflow.transition">
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<field name="act_from" ref="activity_a"/>
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<field name="act_to" ref="activity_b"/>
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<field name="signal">signal_goto_b</signal>
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</record>
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A worfklow is always defined with respect to a particular model (the model is
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given by the attribute ``osv`` on the model ``workflow``). Methods specified
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in the activities or transitions will be called on that model.
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In the example code above, a workflow called "test_workflow" is created. It is
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made up of two activies, named "a" and "b", and one transition, going from "a"
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to "b".
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The first activity has its attribute ``flow_start`` set to ``True`` so that
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Odoo knows where to start the workflow traversal after it is instanciated.
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Because ``on_create`` is set to True on the workflow record, the workflow is
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instanciated for each newly created record. (Otherwise, the workflow should be
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instanciated by other means, such as from some module Python code.)
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When the workflow is instanciated, it begins with activity "a". That activity
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is of kind ``function``, which means that the action ``print_a()`` is a method
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call on the model ``test.workflow`` (the usual ``cr, uid, ids, context``
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arguments are passed for you).
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The transition between "a" and "b" specify a signal but not any condition. This
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means the workflow instance will immediately transition from "a" to "b" when the
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signal ``signal_goto_b`` is recieved and thus processes activity "b"'s action
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``print_b()``.
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Activities
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----------
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While the transitions can be seen as the control structures of the workflows,
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activities are where everything happens, from changing record
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states to sending email.
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Different kinds of activities exist: ``Dummy``, ``Function``, ``Subflow``, and
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``Stop all``, each doing different things when the activity is processed. In
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addition to their kind, activies have other properties, detailed in the next
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sections.
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Flow start and flow stop
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''''''''''''''''''''''''
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The attribute ``flow_start`` is a boolean value specifying whether the activity
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is processed when the workflow is instanciated. Multiple activities can have
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their attribute ``flow_start`` set to ``True``. When instanciating a workflow
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for a record, Odoo simply processes all of them, and evaluate all their
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outgoing transitions afterwards.
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The attribute ``flow_stop`` is a boolean value specifying whether the activity
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stops the workflow instance. A workflow instance is considered completed when
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all its activities with the attribute ``flow_stop`` set to ``True`` are
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completed.
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It is important for Odoo to know when a workflow instance is completed. A
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workflow can have an activity that is actually another workflow (called a
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subflow); that activity is completed when the subflow is completed.
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Subflow
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'''''''
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An activity can embed a complete workflow, called a subflow (the embedding
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workflow is called the parent workflow). The workflow to instanciate is
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specified by attribute ``subflow_id``.
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.. note:: In the GUI, that attribute can not be set unless the kind of the
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activity is ``Subflow``.
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The activity is considered completed (and its outgoing transitions ready to be
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evaluated) when the subflow is completed (see attribute ``flow_stop`` above).
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Sending a signal from a subflow
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'''''''''''''''''''''''''''''''
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When a workflow is embedded in an activity (as a subflow) of a workflow, the
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subflow can send a signal from its own activities to the parent workflow by
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giving a signal name in the attribute ``signal_send``. Odoo processes those
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activities by sending the value of ``signal_send`` prefixed by "subflow." to
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the parent workflow instance.
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In other words, it is possible to react and get transitions in the parent
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workflow as activities are executed in the subflow.
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Server actions
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''''''''''''''
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An activity can run a "Server Action" by specifying its ID in the attribute
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``action_id``.
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Python action
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'''''''''''''
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An activity can execute some Python code, given by the attribute ``action``.
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The evaluation environment is the same as the one explained in the section
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`Conditions`_.
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Split mode
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''''''''''
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After an activity has been processed, Odoo evaluates its transition to reach
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the next activity in the flow.
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However if an activity has more than one transition, Odoo must decide which
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activity or activities to follow.
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.. image:: workflow/split.*
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:align: center
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This choice is controlled by the ``split_mode`` attribute:
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``XOR`` (default)
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By default, Odoo will use the first transition (in ``sequence`` order)
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whose condition is satisfied. All other transitions are ignored.
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``OR``
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In ``OR`` mode, all transitions with a satisfied condition are traversed
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simultanously. Transitions not yet valid will be ignored, even if they
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become valid later.
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``AND``
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In ``AND`` mode, Odoo will wait until *all* transitions are satisfied, and
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will traverse all of them (much like the ``OR`` mode).
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Both ``OR`` and ``AND`` mode will lead to activities being active in the same
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workflow.
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Join mode
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'''''''''
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Just like outgoing transition conditions can be combined together to decide
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whether they can be traversed or not, incoming transitions can be combined
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together to decide if and when an activity may be processed.
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.. image:: workflow/join.*
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:align: center
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The ``join_mode`` attribute controls that behavior:
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``XOR`` (default)
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Any incoming transition enables the activity and starts its processing.
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``AND``
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The activity is enabled and processed only once *all* incoming transitions
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have been traversed.
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Kinds
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'''''
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An activity's kind defines the type of work an activity can perform.
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Dummy (``dummy``, default)
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Do nothing at all, or call a server action. Often used as dispatch or
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gather "hubs" for transitions.
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Function (``function``)
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Run some python code, execute a server action.
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Stop all (``stopall``)
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Completely stops the workflow instance and marks it as completed.
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Subflow (``subflow``)
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Starts executing an other workflow, once that workflow is completed the
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activity is done processing.
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By default, the subflow is instanciated for the same record as the parent
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workflow. It is possible to change that behavior by providing Python code
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that returns a record ID (of the same data model as the subflow). The
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embedded subflow instance is then the one of the given record.
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Transitions
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-----------
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Transitions provide the control structures to orchestrate a workflow. When an
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activity is completed, the workflow engine tries to get across transitions
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departing from the completed activity, towards the next activities. In their
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simplest form (as in the example above), they link activities sequentially:
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activities are processed as soon as the activities preceding them are
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completed.
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Instead of running all activities in one fell swoop, it is also possible to
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wait on transitions, going through them only when some criteria are met. The
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criteria are the conditions, the signals, and the triggers. They are detailed
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in the following sections.
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Conditions
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''''''''''
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When an activity has been completed, its outgoing transitions are inspected to
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determine whether it is possible for the workflow instance to proceed through
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them and reach the next activities. When only a condition is defined (i.e., no
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signal or trigger is defined), the condition is evaluated by Odoo, and if
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it evaluates to ``True``, the worklfow instance progresses through the
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transition. If the condition is not met, it will be reevaluated every time
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the associated record is modified, or by an explicit method call to do it.
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By default, the attribute ``condition`` (i.e., the expression to be evaluated)
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is just "True", which trivially evaluates to ``True``. Note that the condition
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may be several lines long; in that case, the value of the last one determines
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whether the transition can be taken.
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In the condition evaluation environment, several symbols are conveniently
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defined (in addition to the Odoo ``safe_eval`` environment):
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- all the model column names, and
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- all the browse record's attributes.
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.. _reference/workflows/signals:
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Signals
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'''''''
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In addition to a condition, a transition can specify a signal name. When such
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a signal name is present, the transition is not taken directly, even if the
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condition evaluates to ``True``. Instead the transition blocks, waiting to be
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woken up.
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In order to wake up a transition with a defined signal name, the signal must
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be sent to the workflow instance. A common way to send a signal is to use a
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button in the user interface, using the element ``<button/>`` with the signal
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name as the attribute ``name`` of the button. Once the button is clicked, the
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signal is sent to the workflow instance of the current record.
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.. note:: The condition is still evaluated when the signal is sent to the
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workflow instance.
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Triggers
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''''''''
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With conditions that evaluate to ``False``, transitions are not taken (and
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thus the activity it leads to is not processed immediately). Still, the
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workflow instance can get new chances to progress across that transition by
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providing so-called triggers. The idea is that when the condition is not
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satisfied, triggers are recorded in database. Later, it is possible to wake up
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specifically the workflow instances that installed those triggers, offering
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them to reevaluate their transition conditions. This mechanism makes it
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cheaper to wake up workflow instances by targetting just a few of them (those
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that have installed the triggers) instead of all of them.
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Triggers are recorded in database as record IDs (together with the model name)
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and refer to the workflow instance waiting for those records. The transition
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definition provides a model name (attribute ``trigger_model``) and a Python
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expression (attribute ``trigger_expression``) that evaluates to a list of
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record IDs in the given model. Any of those records can wake up the workflow
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instance they are associated with.
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.. note:: triggers are not re-installed whenever the transition is re-tried.
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