|
| 1 | +================ |
| 2 | +Outgoing Webhook |
| 3 | +================ |
| 4 | + |
| 5 | +.. |
| 6 | + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! |
| 7 | + !! This file is generated by oca-gen-addon-readme !! |
| 8 | + !! changes will be overwritten. !! |
| 9 | + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! |
| 10 | + !! source digest: sha256:8bdaa6bf8f8de957410bd7bde59aa2ef3a84eaecce4da8d7d349b040e297dd77 |
| 11 | + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! |
| 12 | +
|
| 13 | +.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png |
| 14 | + :target: https://odoo-community.org/page/development-status |
| 15 | + :alt: Beta |
| 16 | +.. |badge2| image:: https://img.shields.io/badge/licence-LGPL--3-blue.png |
| 17 | + :target: http://www.gnu.org/licenses/lgpl-3.0-standalone.html |
| 18 | + :alt: License: LGPL-3 |
| 19 | +.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fwebhook-lightgray.png?logo=github |
| 20 | + :target: https://github.com/OCA/webhook/tree/16.0/webhook_outgoing |
| 21 | + :alt: OCA/webhook |
| 22 | +.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png |
| 23 | + :target: https://translation.odoo-community.org/projects/webhook-16-0/webhook-16-0-webhook_outgoing |
| 24 | + :alt: Translate me on Weblate |
| 25 | +.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png |
| 26 | + :target: https://runboat.odoo-community.org/builds?repo=OCA/webhook&target_branch=16.0 |
| 27 | + :alt: Try me on Runboat |
| 28 | + |
| 29 | +|badge1| |badge2| |badge3| |badge4| |badge5| |
| 30 | + |
| 31 | +This module allows creating automations that send webhook/HTTP requests |
| 32 | +to external systems. |
| 33 | + |
| 34 | +Key Features |
| 35 | +------------ |
| 36 | + |
| 37 | +- **Integration with Automated Actions**: Extends Odoo's automated |
| 38 | + actions with webhook capabilities |
| 39 | +- **Jinja Template Support**: Render request bodies dynamically using |
| 40 | + Jinja2 templating engine |
| 41 | +- **Queue Job Support**: Execute webhooks asynchronously using queue_job |
| 42 | + for better performance |
| 43 | +- **Multiple Request Types**: Support for standard HTTP, GraphQL, and |
| 44 | + Slack webhooks |
| 45 | +- **Flexible Configuration**: Customize endpoints, headers, body |
| 46 | + templates, and request methods |
| 47 | +- **Request Logging**: Optional logging of webhook calls for debugging |
| 48 | + and troubleshooting |
| 49 | + |
| 50 | +Use Cases |
| 51 | +--------- |
| 52 | + |
| 53 | +- Send notifications to Slack, Discord, or other chat platforms when |
| 54 | + records are created/updated |
| 55 | +- Trigger external API calls when business events occur in Odoo |
| 56 | +- Integrate with third-party services without custom code |
| 57 | +- Synchronize data with external systems in real-time |
| 58 | + |
| 59 | +**Table of contents** |
| 60 | + |
| 61 | +.. contents:: |
| 62 | + :local: |
| 63 | + |
| 64 | +Installation |
| 65 | +============ |
| 66 | + |
| 67 | +Prerequisites |
| 68 | +------------- |
| 69 | + |
| 70 | +This module requires the following dependencies: |
| 71 | + |
| 72 | +- ``queue_job`` - For asynchronous webhook execution. Please configure |
| 73 | + ``queue_job`` properly before installation. |
| 74 | +- Python ``jinja2`` library - For template rendering |
| 75 | + |
| 76 | +Installation Steps |
| 77 | +------------------ |
| 78 | + |
| 79 | +1. Install the ``queue_job`` module from OCA/queue if you want to use |
| 80 | + asynchronous execution: |
| 81 | + |
| 82 | + - Available at: https://github.com/OCA/queue |
| 83 | + |
| 84 | +2. If you haven't installed ``queue_job`` before installing this module, |
| 85 | + you will need to restart the server to have ``queue_job`` loaded. |
| 86 | + |
| 87 | +Post-Installation |
| 88 | +----------------- |
| 89 | + |
| 90 | +After installation, the module adds a new "Custom Webhook" action type |
| 91 | +to Automated Actions. No additional configuration is required to start |
| 92 | +using the module. |
| 93 | + |
| 94 | +Configuration |
| 95 | +============= |
| 96 | + |
| 97 | +Navigate to **Settings > Technical > Automation > Automated Actions** to |
| 98 | +configure webhook automations. |
| 99 | + |
| 100 | +Basic Configuration |
| 101 | +------------------- |
| 102 | + |
| 103 | +1. **Create a New Automated Action** |
| 104 | + |
| 105 | + - Click "Create" |
| 106 | + - Set the **Model** (e.g., Sale Order, Contact, etc.) |
| 107 | + - Define the **Trigger** (On Creation, On Update, etc.) |
| 108 | + - Set **Action To Do** to "Custom Webhook" |
| 109 | + |
| 110 | +2. **Configure Webhook Details** |
| 111 | + |
| 112 | + **Endpoint** |
| 113 | + |
| 114 | + - Enter the full URL of the webhook endpoint |
| 115 | + - Example: ``https://hooks.slack.com/services/YOUR/WEBHOOK/URL`` |
| 116 | + |
| 117 | + **Request Method** |
| 118 | + |
| 119 | + - Choose between GET or POST |
| 120 | + - Most webhooks use POST |
| 121 | + |
| 122 | + **Request Type** |
| 123 | + |
| 124 | + - **HTTP Request**: Standard REST API calls |
| 125 | + - **GraphQL**: For GraphQL APIs |
| 126 | + - **Slack**: Optimized for Slack webhooks |
| 127 | + |
| 128 | +3. **Headers Configuration** |
| 129 | + |
| 130 | + Add any required headers in JSON format: |
| 131 | + |
| 132 | + .. code:: json |
| 133 | +
|
| 134 | + { |
| 135 | + "Content-Type": "application/json", |
| 136 | + "Authorization": "Bearer YOUR_TOKEN" |
| 137 | + } |
| 138 | +
|
| 139 | +4. **Body Template** |
| 140 | + |
| 141 | + Use Jinja2 syntax to create dynamic payloads: |
| 142 | + |
| 143 | + .. code:: jinja |
| 144 | +
|
| 145 | + { |
| 146 | + "id": {{ record.id }}, |
| 147 | + "name": "{{ record.name }}", |
| 148 | + "email": "{{ record.email }}", |
| 149 | + "created_date": "{{ record.create_date }}" |
| 150 | + } |
| 151 | +
|
| 152 | + Available variables: |
| 153 | + |
| 154 | + - ``record``: The record that triggered the action |
| 155 | + - Any field from the record model |
| 156 | + |
| 157 | +Asynchronous Execution |
| 158 | +---------------------- |
| 159 | + |
| 160 | +Enable **Delay Execution** to run webhooks in the background using queue |
| 161 | +jobs: |
| 162 | + |
| 163 | +- Check "Delay Execution" |
| 164 | +- Set **Delay ETA (s)** to specify how many seconds to wait before |
| 165 | + execution |
| 166 | + |
| 167 | +Webhook Logging |
| 168 | +--------------- |
| 169 | + |
| 170 | +Enable **Log Calls** to track all webhook requests and responses for |
| 171 | +debugging: |
| 172 | + |
| 173 | +- Check "Log Calls" |
| 174 | +- View logs in **Settings > Technical > Webhook Logging** |
| 175 | + |
| 176 | +Domain Filters |
| 177 | +-------------- |
| 178 | + |
| 179 | +Use the **Apply on** field to filter which records trigger the webhook |
| 180 | +based on domain conditions. |
| 181 | + |
| 182 | +Security Considerations |
| 183 | +----------------------- |
| 184 | + |
| 185 | +- Use HTTPS endpoints for secure communication |
| 186 | +- Regularly review webhook logs for suspicious activity |
| 187 | + |
| 188 | +Usage |
| 189 | +===== |
| 190 | + |
| 191 | +Example 1: Send Slack Notification on New Sale Order |
| 192 | +---------------------------------------------------- |
| 193 | + |
| 194 | +1. Go to **Settings > Technical > Automation > Automated Actions** |
| 195 | + |
| 196 | +2. Click **Create** and configure: |
| 197 | + |
| 198 | + - **Name**: "Notify Slack on New Sale" |
| 199 | + - **Model**: Sale Order |
| 200 | + - **Trigger**: On Creation |
| 201 | + - **Action To Do**: Custom Webhook |
| 202 | + |
| 203 | +3. Configure the webhook: |
| 204 | + |
| 205 | + - **Endpoint**: ``https://hooks.slack.com/services/YOUR/WEBHOOK/URL`` |
| 206 | + - **Request Method**: POST |
| 207 | + - **Request Type**: Slack |
| 208 | + - **Headers**: |
| 209 | + |
| 210 | + .. code:: json |
| 211 | +
|
| 212 | + { |
| 213 | + "Content-Type": "application/json" |
| 214 | + } |
| 215 | +
|
| 216 | + - **Body Template**: |
| 217 | + |
| 218 | + .. code:: jinja |
| 219 | +
|
| 220 | + { |
| 221 | + "text": "New sale order created!", |
| 222 | + "attachments": [{ |
| 223 | + "color": "good", |
| 224 | + "fields": [ |
| 225 | + { |
| 226 | + "title": "Order Number", |
| 227 | + "value": "{{ record.name }}", |
| 228 | + "short": true |
| 229 | + }, |
| 230 | + { |
| 231 | + "title": "Customer", |
| 232 | + "value": "{{ record.partner_id.name }}", |
| 233 | + "short": true |
| 234 | + }, |
| 235 | + { |
| 236 | + "title": "Amount", |
| 237 | + "value": "${{ record.amount_total }}", |
| 238 | + "short": true |
| 239 | + } |
| 240 | + ] |
| 241 | + }] |
| 242 | + } |
| 243 | +
|
| 244 | +Example 2: POST to External API |
| 245 | +------------------------------- |
| 246 | + |
| 247 | +Configure a webhook to send contact data to an external CRM: |
| 248 | + |
| 249 | +- **Endpoint**: ``https://api.example.com/contacts`` |
| 250 | +- **Request Method**: POST |
| 251 | +- **Request Type**: HTTP Request |
| 252 | +- **Headers**: |
| 253 | + |
| 254 | + .. code:: json |
| 255 | +
|
| 256 | + { |
| 257 | + "Content-Type": "application/json", |
| 258 | + "Authorization": "Bearer YOUR_API_TOKEN" |
| 259 | + } |
| 260 | +
|
| 261 | +- **Body Template**: |
| 262 | + |
| 263 | + .. code:: jinja |
| 264 | +
|
| 265 | + { |
| 266 | + "external_id": {{ record.id }}, |
| 267 | + "first_name": "{{ record.name }}", |
| 268 | + "email": "{{ record.email }}", |
| 269 | + "phone": "{{ record.phone }}", |
| 270 | + "company": "{{ record.company_id.name if record.company_id else '' }}" |
| 271 | + } |
| 272 | +
|
| 273 | +Example 3: GraphQL Query |
| 274 | +------------------------ |
| 275 | + |
| 276 | +Send a GraphQL mutation when a product is updated: |
| 277 | + |
| 278 | +- **Endpoint**: ``https://api.example.com/graphql`` |
| 279 | +- **Request Method**: POST |
| 280 | +- **Request Type**: GraphQL |
| 281 | +- **Body Template**: |
| 282 | + |
| 283 | + .. code:: jinja |
| 284 | +
|
| 285 | + mutation { |
| 286 | + updateProduct(input: { |
| 287 | + id: {{ record.id }} |
| 288 | + name: {{ record.name | escape }} |
| 289 | + price: {{ record.list_price }} |
| 290 | + }) { |
| 291 | + id |
| 292 | + statusCode |
| 293 | + } |
| 294 | + } |
| 295 | +
|
| 296 | +Using Jinja2 Templates |
| 297 | +---------------------- |
| 298 | + |
| 299 | +**Available Variables** |
| 300 | + |
| 301 | +- ``record``: The current record triggering the action |
| 302 | +- Access related fields using dot notation: ``record.partner_id.name`` |
| 303 | + |
| 304 | +**Common Jinja2 Filters** |
| 305 | + |
| 306 | +.. code:: jinja |
| 307 | +
|
| 308 | + {# String manipulation #} |
| 309 | + {{ record.name | upper }} |
| 310 | + {{ record.description | truncate(100) }} |
| 311 | +
|
| 312 | + {# Default values #} |
| 313 | + {{ record.email | default('no-email@example.com') }} |
| 314 | +
|
| 315 | + {# Conditional rendering #} |
| 316 | + {% if record.state == 'sale' %} |
| 317 | + "status": "confirmed" |
| 318 | + {% else %} |
| 319 | + "status": "draft" |
| 320 | + {% endif %} |
| 321 | +
|
| 322 | + {# Escaping for GraphQL #} |
| 323 | + {{ record.name | escape }} |
| 324 | +
|
| 325 | +Bug Tracker |
| 326 | +=========== |
| 327 | + |
| 328 | +Bugs are tracked on `GitHub Issues <https://github.com/OCA/webhook/issues>`_. |
| 329 | +In case of trouble, please check there if your issue has already been reported. |
| 330 | +If you spotted it first, help us to smash it by providing a detailed and welcomed |
| 331 | +`feedback <https://github.com/OCA/webhook/issues/new?body=module:%20webhook_outgoing%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_. |
| 332 | + |
| 333 | +Do not contact contributors directly about support or help with technical issues. |
| 334 | + |
| 335 | +Credits |
| 336 | +======= |
| 337 | + |
| 338 | +Authors |
| 339 | +------- |
| 340 | + |
| 341 | +* Hoang Tran |
| 342 | + |
| 343 | +Contributors |
| 344 | +------------ |
| 345 | + |
| 346 | +- Hoang Tran thhoang.tr@gmail.com |
| 347 | + |
| 348 | +Maintainers |
| 349 | +----------- |
| 350 | + |
| 351 | +This module is maintained by the OCA. |
| 352 | + |
| 353 | +.. image:: https://odoo-community.org/logo.png |
| 354 | + :alt: Odoo Community Association |
| 355 | + :target: https://odoo-community.org |
| 356 | + |
| 357 | +OCA, or the Odoo Community Association, is a nonprofit organization whose |
| 358 | +mission is to support the collaborative development of Odoo features and |
| 359 | +promote its widespread use. |
| 360 | + |
| 361 | +This module is part of the `OCA/webhook <https://github.com/OCA/webhook/tree/16.0/webhook_outgoing>`_ project on GitHub. |
| 362 | + |
| 363 | +You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. |
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