Files
odoo_source/addons/mail
0a744accc2 [IMP] base_automation,*: simpler edition workflow
*: base, crm, digest, mail, mass_mailing, sms, test_base_automation,
   website_forum, website_sale

This commit makes "Automated Actions" more discoverable and usable by:

- Adding a menu in the kanban header config dropdown to add/edit them.
- Creating a new custom kanban view for a clear understanding of each
  automated action record and its associated actions.
- Introducing new "smart" triggers that appear in the form view based on the
  chosen model:
  - Updated Values category:
    - "Stage is set to" when a `stage_id` field exists in the model,
      allowing users to select a specific stage value.
    - "State is set to" when a `state` field exists in the model,
      allowing users to select a specific state value.
    - "Priority is set to" (`priority`) where users can select a specific priority.
    - "User is set" (`user_id`, `user_ids` fields)
    - "Tag is added" (`tag_ids` field) where users can select a specific tag.
    - "On Archive"
    - "On Unarchive"
  - Timing Conditions:
    - "After creation"
    - "After last update"
- Deprecating previously known triggers "On Creation" (`on_create`) and "On
  Update" (`on_write`) to simplify the user experience. "On Creation & Update"
  (`on_create_or_write`) is retained and renamed to "On save".
- Changing the `ir.actions.server` Many2one relationship to a One2many
  relationship. Automated actions can now directly contain multiple actions,
  eliminating the need for an "Execute several actions" action in automation
  rules.
- Introducing a widget for the new `ir.actions.server` One2many field for a
  clearer understanding of multiple actions.

This commit also enhances the usability of "Server Actions" (`ir.actions`) by:

- Removing the `ir.server.object.lines` model and the associated `fields_lines`
  One2Many field. The attributes of the removed model are now merged into
  `ir.actions`. An action can now write to only one field, and the create action
  is now a name_create action.
- Adapting the form view when creating an "Update the record" action. The value
  field shown adapts itself based on the field to update; this field can be a
  `reference` field for a `one2many` `update_field_id`, a `one2many` field for a
  selection `update_field_id`, or a `text` field otherwise.
- Refactoring the form view to display only relevant details and other
  miscellaneous improvements.

Taskid: 3085360
Part-of: odoo/odoo#114352
Co-authored-by: Florent Dardenne <dafl@odoo.com>
Co-authored-by: Julien Carion <juca@odoo.com>
Co-authored-by: Lucas Perais <lpe@odoo.com>
2023-09-05 18:44:13 +00:00
..
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