{ "feature": "automation-rules", "version": "1.0.0", "description": "Event-driven automation engine that triggers actions based on record lifecycle events, field changes, time-based schedules, incoming messages, and external webhooks with condition filtering.\n", "category": "workflow", "tags": [ "automation", "triggers", "event-driven", "scheduled-actions", "webhooks", "workflow-engine" ], "actors": [ { "id": "automation_admin", "name": "Automation Admin", "type": "human", "description": "Creates and manages automation rules, conditions, and actions" }, { "id": "system", "name": "Automation Engine", "type": "system", "description": "Monitors events, evaluates conditions, executes actions" } ], "fields": [ { "name": "rule_name", "type": "text", "label": "Rule Name", "required": true }, { "name": "target_model", "type": "text", "label": "Target Record Type", "required": true }, { "name": "trigger_type", "type": "select", "label": "Trigger Type", "required": true, "options": [ { "value": "on_create", "label": "On Create" }, { "value": "on_write", "label": "On Write" }, { "value": "on_create_or_write", "label": "On Create or Write" }, { "value": "on_delete", "label": "On Delete" }, { "value": "on_archive", "label": "On Archive" }, { "value": "on_unarchive", "label": "On Unarchive" }, { "value": "on_stage_set", "label": "On Stage Set" }, { "value": "on_state_set", "label": "On State Set" }, { "value": "on_priority_set", "label": "On Priority Set" }, { "value": "on_tag_set", "label": "On Tag Set" }, { "value": "on_user_set", "label": "On User Set" }, { "value": "on_time", "label": "On Time" }, { "value": "on_time_created", "label": "On Time Created" }, { "value": "on_time_updated", "label": "On Time Updated" }, { "value": "on_message_received", "label": "On Message Received" }, { "value": "on_message_sent", "label": "On Message Sent" }, { "value": "on_change", "label": "On Change" }, { "value": "on_webhook", "label": "On Webhook" } ] }, { "name": "trigger_fields", "type": "json", "label": "Watched Fields", "required": false }, { "name": "trigger_field_value", "type": "text", "label": "Trigger Value", "required": false }, { "name": "filter_condition", "type": "json", "label": "Filter Condition", "required": false }, { "name": "pre_filter_condition", "type": "json", "label": "Before-Update Filter", "required": false }, { "name": "time_delay", "type": "number", "label": "Time Delay", "required": false }, { "name": "time_delay_unit", "type": "select", "label": "Delay Unit", "required": false, "options": [ { "value": "minutes", "label": "Minutes" }, { "value": "hours", "label": "Hours" }, { "value": "days", "label": "Days" }, { "value": "months", "label": "Months" } ] }, { "name": "time_date_field", "type": "text", "label": "Date Field", "required": false }, { "name": "actions", "type": "json", "label": "Actions", "required": true }, { "name": "action_type", "type": "select", "label": "Action Type", "required": true, "options": [ { "value": "send_email", "label": "Send Email" }, { "value": "send_sms", "label": "Send SMS" }, { "value": "set_field", "label": "Set Field" }, { "value": "create_record", "label": "Create Record" }, { "value": "execute_code", "label": "Execute Code" }, { "value": "post_message", "label": "Post Message" }, { "value": "multi_action", "label": "Multi Action" } ] }, { "name": "webhook_uuid", "type": "text", "label": "Webhook Endpoint ID", "required": false }, { "name": "rule_active", "type": "boolean", "label": "Active", "required": true } ], "rules": { "message_triggers_require_mail_model": { "description": "Message-received and message-sent triggers are only valid on record types that support messaging/threading.\n" }, "on_change_only_code_actions": { "description": "The on_change trigger (UI field change) can only execute code-type actions, not emails, SMS, or record creation.\n" }, "trigger_field_tracking": { "description": "When specific trigger fields are set, the rule only fires if at least one of those fields actually changed in the update operation.\n" }, "before_after_domain_transition": { "description": "Pre-filter and post-filter conditions together define a state transition: record must have matched the before-filter and must now match the after-filter for the rule to fire.\n" }, "webhook_uuid_immutable": { "description": "Webhook endpoint identifiers cannot be changed after creation to ensure external integrations remain stable.\n" }, "time_trigger_cron_scheduling": { "description": "Time-based rules are evaluated via periodic scheduled jobs. The delay is calculated from the specified date field on each record.\n" }, "no_recursive_automation": { "description": "Actions executed by an automation rule do not trigger other automation rules to prevent infinite loops (guard flag set).\n" } }, "outcomes": { "rule_triggered_on_create": { "priority": 1, "given": [ "a new record is created matching the target model", "trigger type is on_create or on_create_or_write", "the new record matches the filter condition (if set)" ], "then": [ { "action": "call_service", "target": "action_executor", "description": "Execute configured actions (email, field update, code, etc.)" }, { "action": "emit_event", "event": "automation.rule.fired", "payload": [ "rule_id", "trigger_type", "record_id", "actions_executed" ] } ], "result": "Actions executed automatically on the new record", "error": "AUTOMATION_CODE_EXECUTION_ERROR" }, "rule_triggered_on_field_change": { "priority": 2, "given": [ "an existing record is updated", "one of the watched trigger fields changed", "record matched the before-filter BEFORE the change", "record matches the after-filter AFTER the change" ], "then": [ { "action": "call_service", "target": "action_executor", "description": "Execute configured actions on the changed record" }, { "action": "emit_event", "event": "automation.rule.fired", "payload": [ "rule_id", "trigger_type", "record_id", "changed_fields" ] } ], "result": "Actions executed based on the specific field transition" }, "rule_triggered_on_stage_set": { "priority": 3, "given": [ "record's stage/state/priority/tag/user field is set to the trigger value" ], "then": [ { "action": "call_service", "target": "action_executor", "description": "Execute configured actions" } ], "result": "Actions fire when the specific value is reached" }, "rule_triggered_on_time": { "priority": 4, "given": [ "the scheduled job runs", "records exist where the date field + delay has passed", "those records match the filter condition" ], "then": [ { "action": "call_service", "target": "action_executor", "description": "Execute actions on all matching records in batch" }, { "action": "emit_event", "event": "automation.rule.scheduled_batch", "payload": [ "rule_id", "record_count" ] } ], "result": "Time-delayed actions execute on all qualifying records" }, "rule_triggered_by_webhook": { "priority": 5, "given": [ "external system sends HTTP request to the webhook endpoint", "webhook UUID matches an active rule" ], "then": [ { "action": "call_service", "target": "action_executor", "description": "Parse webhook payload and execute code action with payload available as context variable\n" }, { "action": "emit_event", "event": "automation.webhook.received", "payload": [ "rule_id", "webhook_uuid", "source_ip" ] } ], "result": "External event triggers internal automation" }, "rule_triggered_on_message": { "priority": 6, "given": [ "a message is received on (or sent from) a record", "the record type supports messaging", "trigger type is on_message_received or on_message_sent" ], "then": [ { "action": "call_service", "target": "action_executor", "description": "Execute actions with message content available in context" } ], "result": "Incoming/outgoing message triggers automated response", "error": "AUTOMATION_MESSAGE_TRIGGER_INVALID" }, "action_sends_email": { "priority": 7, "given": [ "rule fires and action type is send_email" ], "then": [ { "action": "notify", "channel": "email", "description": "Email sent using configured template with record data merged" } ], "result": "Automated email sent to the record's contacts" }, "action_updates_field": { "priority": 8, "given": [ "rule fires and action type is set_field" ], "then": [ { "action": "set_field", "target": "configured_field", "description": "Field value set to configured static or computed value" } ], "result": "Record field updated automatically" }, "rule_condition_not_met": { "priority": 10, "given": [ "trigger event occurs but record does not match filter conditions" ], "then": [], "result": "Rule skipped, no actions executed" } }, "errors": [ { "code": "AUTOMATION_INVALID_MODEL", "message": "The target record type does not exist or is not accessible.", "status": 400 }, { "code": "AUTOMATION_MESSAGE_TRIGGER_INVALID", "message": "Message triggers are only available for record types that support messaging.", "status": 400 }, { "code": "AUTOMATION_CODE_EXECUTION_ERROR", "message": "An error occurred while executing the automation code action.", "status": 500 }, { "code": "AUTOMATION_WEBHOOK_NOT_FOUND", "message": "No active automation rule found for this webhook endpoint.", "status": 404 } ], "events": [ { "name": "automation.rule.fired", "description": "An automation rule was triggered and its actions executed", "payload": [ "rule_id", "trigger_type", "record_id", "actions_executed" ] }, { "name": "automation.rule.scheduled_batch", "description": "Time-based rule executed on a batch of records", "payload": [ "rule_id", "record_count" ] }, { "name": "automation.webhook.received", "description": "External webhook triggered an automation rule", "payload": [ "rule_id", "webhook_uuid", "source_ip" ] } ], "related": [ { "feature": "quotation-order-management", "type": "optional", "reason": "Automate actions on sales orders (e.g., auto-assign team on creation)" }, { "feature": "odoo-expense-approval", "type": "optional", "reason": "Automate expense workflow steps (e.g., auto-approve under threshold)" } ], "extensions": { "source": { "repo": "https://github.com/odoo/odoo.git", "project": "ERP system", "tech_stack": "Python + JavaScript/OWL", "files_traced": 15, "entry_points": [ "addons/base_automation/models/base_automation.py", "addons/base_automation/models/ir_actions_server.py" ] } }, "agi": { "goals": [ { "id": "reliable_automation", "description": "Execute automation rules reliably with predictable outcomes and minimal false triggers", "success_metrics": [ { "metric": "rule_execution_success_rate", "target": ">= 99%", "measurement": "Successful executions divided by total trigger events" }, { "metric": "false_trigger_rate", "target": "< 0.1%", "measurement": "Rules that fire when conditions are not actually met" }, { "metric": "execution_latency", "target": "< 2s for synchronous actions", "measurement": "Time from trigger event to action completion" } ], "constraints": [ { "type": "performance", "description": "Rule evaluation must not block the main application thread", "negotiable": false }, { "type": "security", "description": "Rules cannot execute actions beyond the creator's permission scope", "negotiable": false } ] } ], "autonomy": { "level": "semi_autonomous", "human_checkpoints": [ "before disabling production rules with active triggers", "before enabling rules that modify financial records", "before bulk-executing rules across more than 1000 records" ], "escalation_triggers": [ "rule_failure_count > 10", "execution_queue_depth > 500" ] }, "safety": { "action_permissions": [ { "action": "execute_rule", "permission": "autonomous", "cooldown": "5s" }, { "action": "create_rule", "permission": "supervised" }, { "action": "delete_rule", "permission": "human_required" }, { "action": "enable_rule", "permission": "supervised" }, { "action": "disable_rule", "permission": "supervised" }, { "action": "bulk_execute", "permission": "human_required" } ] }, "learning": { "signals": [ { "metric": "rule_execution_time", "window": "1h", "baseline": "500ms" }, { "metric": "rule_failure_rate", "window": "24h", "baseline": "1%" }, { "metric": "trigger_volume", "window": "1h", "baseline": "100" } ], "adaptations": [ { "when": "rule_failure_rate > 5", "experiment": "disable rules with highest failure rate and notify admin", "rollback_if": "dependent_workflow_failures > 0", "requires_approval": true }, { "when": "trigger_volume > 1000", "experiment": "batch trigger evaluations in groups of 50", "rollback_if": "execution_latency > 5000", "requires_approval": false }, { "when": "rule_execution_time > 2000", "experiment": "cache frequently evaluated conditions for 60 seconds", "rollback_if": "false_trigger_rate > 1", "requires_approval": false } ] } } }