[ADD] base_import_pdf_by_template_account: New module

TT50003

base_import_pdf_by_template/security/security.xml

@@ -14,4 +14,16 @@
             name="domain_force"
         >[('template_id.company_id', 'in', [False] + company_ids)]</field>
     </record>
+    <record id="rule_base_import_pdf_template_see_all" model="ir.rule">
+        <field name="name">All Base Import Pdf Templates</field>
+        <field name="model_id" ref="model_base_import_pdf_template" />
+        <field name="domain_force">[(1, '=', 1)]</field>
+        <field name="groups" eval="[(4, ref('base.group_no_one'))]" />
+    </record>
+    <record id="rule_base_import_pdf_template_line_see_all" model="ir.rule">
+        <field name="name">All Base Import Pdf Template Lines</field>
+        <field name="model_id" ref="model_base_import_pdf_template_line" />
+        <field name="domain_force">[(1, '=', 1)]</field>
+        <field name="groups" eval="[(4, ref('base.group_no_one'))]" />
+    </record>
 </odoo>

base_import_pdf_by_template/wizards/wizard_base_import_pdf_upload.py

@@ -16,6 +16,7 @@ class WizardBaseImportPdfUpload(models.TransientModel):
     _description = "Wizard Base Import Pdf Upload"
 
     model = fields.Char()
+    record_ref = fields.Reference(selection="_selection_reference_value")
     attachment_ids = fields.Many2many(comodel_name="ir.attachment", string="Files")
     allowed_template_ids = fields.Many2many(
         comodel_name="base.import.pdf.template", compute="_compute_allowed_template_ids"
@@ -26,6 +27,15 @@ class WizardBaseImportPdfUpload(models.TransientModel):
         inverse_name="parent_id",
     )
 
+    @api.model
+    def _selection_reference_value(self):
+        models = (
+            self.env["ir.model"]
+            .sudo()
+            .search([("transient", "=", False)], order="name asc")
+        )
+        return [(model.model, model.name) for model in models]
+
     @api.depends("model")
     def _compute_allowed_template_ids(self):
         template_model = self.env["base.import.pdf.template"]
@@ -179,6 +189,7 @@ def _process_form(self):
         text = self.data
         template = self.template_id
         model = self.env[template.model]
+        model = self.parent_id.record_ref or self.env[template.model]
         ctx = template._prepare_ctx_from_model(template.model)
         model_form = Form(model.with_context(**ctx))
         # Set the values of the header in Form
@@ -216,9 +227,16 @@ def _process_form(self):
             for key in ctx:
                 if key.startswith("default_"):
                     field = key.replace("default_", "")
-                    if field in vals:
+                    if field in vals and not self.parent_id.record_ref:
+                        vals.update({field: ctx[key]})
+                    elif self.parent_id.record_ref:
                         vals.update({field: ctx[key]})
-            record = model.with_context(**ctx).create(vals)
+            # Create or update
+            if self.parent_id.record_ref:
+                model.with_context(**ctx).write(vals)
+                record = self.parent_id.record_ref
+            else:
+                record = model.with_context(**ctx).create(vals)
         except AssertionError as err:
             raise UserError(err) from err
         if self.log_text:

base_import_pdf_by_template_account/README.rst

@@ -0,0 +1,90 @@
+===================================
+Base Import Pdf by Template Account
+===================================
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:6b053ca4747568743800079faebd557c69331b093cf1a6bc25fa9886d022dd66
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |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/licence-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%2Fedi-lightgray.png?logo=github
+    :target: https://github.com/OCA/edi/tree/17.0/base_import_pdf_by_template_account
+    :alt: OCA/edi
+.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
+    :target: https://translation.odoo-community.org/projects/edi-17-0/edi-17-0-base_import_pdf_by_template_account
+    :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/edi&target_branch=17.0
+    :alt: Try me on Runboat
+
+|badge1| |badge2| |badge3| |badge4| |badge5|
+
+Added support for account to process the PDF attached to the invoice
+when creating the invoice from an email alias. Add 'Invoicing >
+Configuration > Management > Invoice Templates' menu item to Manager
+Accounting users.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues <https://github.com/OCA/edi/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/edi/issues/new?body=module:%20base_import_pdf_by_template_account%0Aversion:%2017.0%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
+-------
+
+* Tecnativa
+
+Contributors
+------------
+
+-  `Tecnativa <https://www.tecnativa.com>`__:
+
+   -  Víctor Martínez
+   -  Pedro M. Baeza
+
+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.
+
+.. |maintainer-victoralmau| image:: https://github.com/victoralmau.png?size=40px
+    :target: https://github.com/victoralmau
+    :alt: victoralmau
+
+Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
+
+|maintainer-victoralmau| 
+
+This module is part of the `OCA/edi <https://github.com/OCA/edi/tree/17.0/base_import_pdf_by_template_account>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

base_import_pdf_by_template_account/__init__.py

@@ -0,0 +1 @@
+from . import models

base_import_pdf_by_template_account/__manifest__.py

@@ -0,0 +1,20 @@
+# Copyright 2024 Tecnativa - Víctor Martínez
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+{
+    "name": "Base Import Pdf by Template Account",
+    "version": "17.0.1.0.0",
+    "website": "https://github.com/OCA/edi",
+    "author": "Tecnativa, Odoo Community Association (OCA)",
+    "license": "AGPL-3",
+    "depends": ["account", "base_import_pdf_by_template"],
+    "installable": True,
+    "demo": [
+        "demo/base_import_pdf_template.xml",
+    ],
+    "data": [
+        "security/ir.model.access.csv",
+        "security/security.xml",
+        "views/base_import_pdf_template_views.xml",
+    ],
+    "maintainers": ["victoralmau"],
+}

base_import_pdf_by_template_account/demo/base_import_pdf_template.xml

@@ -0,0 +1,155 @@
+<?xml version="1.0" encoding="utf-8" ?>
+<odoo noupdate="1">
+    <record id="generic_product" model="product.product">
+        <field name="name">Test Generic Product</field>
+        <field name="default_code">GENERIC</field>
+    </record>
+    <!-- Account invoice Template Data !-->
+    <record id="partner_tecnativa" model="res.partner">
+        <field name="name">Tecnativa</field>
+    </record>
+    <record id="supplierinfo_tecnativa_CONS_0001" model="product.supplierinfo">
+        <field name="partner_id" ref="partner_tecnativa" />
+        <field name="product_code">CONS_0001</field>
+    </record>
+    <record id="product_rotulador" model="product.product">
+        <field name="name">Test Rotulador</field>
+        <field name="default_code">ROTULADOR</field>
+        <field name="purchase_ok" eval="True" />
+        <field
+            name="seller_ids"
+            eval="[(6, 0, [ref('supplierinfo_tecnativa_CONS_0001')])]"
+        />
+    </record>
+    <record id="supplierinfo_tecnativa_CONS_0002" model="product.supplierinfo">
+        <field name="partner_id" ref="partner_tecnativa" />
+        <field name="product_code">CONS_0002</field>
+    </record>
+    <record id="product_boligrafo" model="product.product">
+        <field name="name">Test Boligrafo</field>
+        <field name="default_code">BOLIGRAFO</field>
+        <field name="purchase_ok" eval="True" />
+        <field
+            name="seller_ids"
+            eval="[(6, 0, [ref('supplierinfo_tecnativa_CONS_0002')])]"
+        />
+    </record>
+    <record id="supplierinfo_tecnativa_FURN_0003" model="product.supplierinfo">
+        <field name="partner_id" ref="partner_tecnativa" />
+        <field name="product_code">FURN_0003</field>
+    </record>
+    <record id="product_leds" model="product.product">
+        <field name="name">Test Leds</field>
+        <field name="default_code">LEDS</field>
+        <field name="purchase_ok" eval="True" />
+        <field
+            name="seller_ids"
+            eval="[(6, 0, [ref('supplierinfo_tecnativa_FURN_0003')])]"
+        />
+    </record>
+    <record id="supplierinfo_tecnativa_E_COM10" model="product.supplierinfo">
+        <field name="partner_id" ref="partner_tecnativa" />
+        <field name="product_code">E-COM10</field>
+    </record>
+    <record id="product_plastificadora" model="product.product">
+        <field name="name">Test Plastificadora</field>
+        <field name="default_code">PLASTIFICADORA</field>
+        <field name="purchase_ok" eval="True" />
+        <field
+            name="seller_ids"
+            eval="[(6, 0, [ref('supplierinfo_tecnativa_E_COM10')])]"
+        />
+    </record>
+    <record id="supplierinfo_tecnativa_FURN_8621" model="product.supplierinfo">
+        <field name="partner_id" ref="partner_tecnativa" />
+        <field name="product_code">FURN_8621</field>
+    </record>
+    <record id="product_laminas" model="product.product">
+        <field name="name">Test Lmaninas</field>
+        <field name="default_code">LAMINAS</field>
+        <field name="purchase_ok" eval="True" />
+        <field
+            name="seller_ids"
+            eval="[(6, 0, [ref('supplierinfo_tecnativa_FURN_8621')])]"
+        />
+    </record>
+    <record id="supplierinfo_tecnativa_FURN_7023" model="product.supplierinfo">
+        <field name="partner_id" ref="partner_tecnativa" />
+        <field name="product_code">FURN_7023</field>
+    </record>
+    <record id="product_trituradora" model="product.product">
+        <field name="name">Test Trituradora</field>
+        <field name="default_code">TRITURADORA</field>
+        <field name="purchase_ok" eval="True" />
+        <field
+            name="seller_ids"
+            eval="[(6, 0, [ref('supplierinfo_tecnativa_FURN_7023')])]"
+        />
+    </record>
+    <record id="invoice_tecnativa" model="base.import.pdf.template">
+        <field name="name">Invoices Tecnativa</field>
+        <field name="model_id" ref="account.model_account_move" />
+        <field
+            name="child_field_id"
+            ref="account.field_account_move__invoice_line_ids"
+        />
+        <!-- <field name="auto_detect_pattern">(?<=B 8 7 5 3 0 4 3 2)[\S\s]*</field> -->
+        <field name="header_items">Producto,Cantidad,Precio</field>
+    </record>
+    <record
+        id="invoice_tecnativa_line_partner_id"
+        model="base.import.pdf.template.line"
+    >
+        <field name="template_id" ref="invoice_tecnativa" />
+        <field name="related_model">header</field>
+        <field name="field_id" ref="account.field_account_move__partner_id" />
+        <field name="value_type">fixed</field>
+        <field name="fixed_value" ref="partner_tecnativa" />
+    </record>
+    <record id="invoice_tecnativa_line_move_type" model="base.import.pdf.template.line">
+        <field name="template_id" ref="invoice_tecnativa" />
+        <field name="related_model">header</field>
+        <field name="field_id" ref="account.field_account_move__move_type" />
+        <field name="value_type">fixed</field>
+        <field
+            name="fixed_value_selection"
+            ref="account.selection__account_invoice_report__move_type__in_invoice"
+        />
+    </record>
+    <record
+        id="invoice_tecnativa_line_product_id"
+        model="base.import.pdf.template.line"
+    >
+        <field name="template_id" ref="invoice_tecnativa" />
+        <field name="related_model">lines</field>
+        <field name="field_id" ref="account.field_account_move_line__product_id" />
+        <field name="column">0</field>
+        <field name="pattern">\[([A-Z\d]+[_|-][A-Z\d]+)\]</field>
+        <field name="value_type">variable</field>
+        <field name="search_field_id" ref="product.field_product_product__seller_ids" />
+        <field
+            name="search_subfield_id"
+            ref="product.field_product_supplierinfo__product_code"
+        />
+        <!-- <field name="default_value">product.product,cls.env.ref('base_import_pdf_by_template_account.generic_product').id</field>     -->
+    </record>
+    <record id="invoice_tecnativa_line_quantity" model="base.import.pdf.template.line">
+        <field name="template_id" ref="invoice_tecnativa" />
+        <field name="related_model">lines</field>
+        <field name="field_id" ref="account.field_account_move_line__quantity" />
+        <field name="column">1</field>
+        <field name="pattern">\[[A-Z\d]+[_|-][A-Z\d]+\] [a-zA-Záí]* ([0-9]{1,3})</field>
+        <field name="value_type">variable</field>
+    </record>
+    <record id="invoice_tecnativa_price_unit" model="base.import.pdf.template.line">
+        <field name="template_id" ref="invoice_tecnativa" />
+        <field name="related_model">lines</field>
+        <field name="field_id" ref="account.field_account_move_line__price_unit" />
+        <field name="column">2</field>
+        <field
+            name="pattern"
+        >\[[A-Z\d]+[_|-][A-Z\d]+\] [a-zA-Záí]* [0-9]{1,3} ([0-9]{1,3}.[0-9]{2})</field>
+        <field name="value_type">variable</field>
+        <field name="log_distinct_value" eval="True" />
+    </record>
+</odoo>