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gsinghpal
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fusion_accounts/models/account_move.py
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265
fusion_accounts/models/account_move.py
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# -*- coding: utf-8 -*-
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# Copyright 2026 Nexa Systems Inc.
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# License OPL-1 (Odoo Proprietary License v1.0)
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import logging
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from email.utils import parseaddr
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from odoo import models, fields, api
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_logger = logging.getLogger(__name__)
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class AccountMove(models.Model):
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_inherit = 'account.move'
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x_fa_created_from_email = fields.Boolean(
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string='Created from Email',
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default=False,
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readonly=True,
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copy=False,
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help='This bill was automatically created from an incoming email.',
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)
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x_fa_match_level = fields.Selection(
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selection=[
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('exact_email', 'Exact Email'),
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('domain', 'Domain Match'),
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('name', 'Name Match'),
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('no_match', 'No Match'),
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],
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string='Vendor Match Level',
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readonly=True,
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copy=False,
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help='How the vendor was matched from the sender email.',
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)
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x_fa_ai_extracted = fields.Boolean(
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string='AI Extracted',
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default=False,
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readonly=True,
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copy=False,
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help='Bill data was extracted using AI.',
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)
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x_fa_original_sender = fields.Char(
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string='Original Email Sender',
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readonly=True,
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copy=False,
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help='The original sender email address that triggered bill creation.',
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)
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# =========================================================================
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# VENDOR MATCHING
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# =========================================================================
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@api.model
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def _fa_match_vendor_from_email(self, email_from):
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"""Multi-level vendor matching from sender email.
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Tries three levels:
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1. Exact email match
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2. Domain match (email domain or website)
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3. Name match (sender display name)
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Returns: (partner_record, match_level) or (False, 'no_match')
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"""
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if not email_from:
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return False, 'no_match'
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# Parse "Display Name <email@example.com>" format
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display_name, email_address = parseaddr(email_from)
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if not email_address:
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return False, 'no_match'
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email_address = email_address.strip().lower()
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Partner = self.env['res.partner'].sudo()
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# Check settings for which match levels are enabled
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ICP = self.env['ir.config_parameter'].sudo()
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enable_domain = ICP.get_param('fusion_accounts.enable_domain_match', 'True') == 'True'
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enable_name = ICP.get_param('fusion_accounts.enable_name_match', 'True') == 'True'
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# ----- Level 1: Exact email match -----
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partner = Partner.search([
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('email', '=ilike', email_address),
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('supplier_rank', '>', 0),
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], limit=1)
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if not partner:
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# Also check without supplier_rank filter (contact might not be flagged as vendor)
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partner = Partner.search([
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('email', '=ilike', email_address),
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], limit=1)
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if partner:
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_logger.info("Vendor match Level 1 (exact email): %s -> %s",
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email_address, partner.name)
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return partner, 'exact_email'
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# ----- Level 2: Domain match -----
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if enable_domain and '@' in email_address:
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domain = email_address.split('@')[1]
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# Skip common email providers
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common_domains = {
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'gmail.com', 'yahoo.com', 'hotmail.com', 'outlook.com',
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'live.com', 'aol.com', 'icloud.com', 'mail.com',
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'protonmail.com', 'zoho.com',
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}
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if domain not in common_domains:
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# Search by email domain
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partners = Partner.search([
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'|',
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('email', '=ilike', f'%@{domain}'),
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('website', 'ilike', domain),
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])
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if partners:
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# Prefer is_company=True (the parent company)
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company_partner = partners.filtered(lambda p: p.is_company)
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partner = company_partner[0] if company_partner else partners[0]
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_logger.info("Vendor match Level 2 (domain): %s -> %s (from %d candidates)",
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domain, partner.name, len(partners))
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return partner, 'domain'
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# ----- Level 3: Name match -----
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if enable_name and display_name:
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clean_name = display_name.strip().strip('"').strip("'")
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if len(clean_name) >= 3: # Only match names with 3+ characters
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partners = Partner.search([
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'|',
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('name', 'ilike', clean_name),
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('commercial_company_name', 'ilike', clean_name),
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])
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if len(partners) == 1:
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_logger.info("Vendor match Level 3 (name): '%s' -> %s",
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clean_name, partners.name)
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return partners, 'name'
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elif len(partners) > 1:
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_logger.info("Vendor match Level 3 skipped: '%s' matched %d partners (ambiguous)",
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clean_name, len(partners))
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_logger.info("No vendor match found for: %s (%s)", display_name, email_address)
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return False, 'no_match'
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# =========================================================================
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# MESSAGE_NEW OVERRIDE
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# =========================================================================
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@api.model
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def message_new(self, msg_dict, custom_values=None):
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"""Override to add vendor matching and blocking for incoming bills.
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When an email arrives via the accounts alias:
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1. Match sender to a vendor
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2. If vendor is blocked -> log to Discuss, don't create bill
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3. If not blocked -> create draft bill, run AI extraction
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"""
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email_from = msg_dict.get('email_from', '') or msg_dict.get('from', '')
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subject = msg_dict.get('subject', '')
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_logger.info("Fusion Accounts: Processing incoming email from '%s' subject '%s'",
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email_from, subject)
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# Match vendor
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partner, match_level = self._fa_match_vendor_from_email(email_from)
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# Check if vendor is blocked
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if partner and partner.x_fa_block_email_bill:
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_logger.info("Vendor '%s' is blocked for email bill creation. Skipping bill.",
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partner.name)
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# Log the blocked action
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self.env['fusion.accounts.log'].sudo().create({
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'email_from': email_from,
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'email_subject': subject,
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'email_date': msg_dict.get('date'),
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'vendor_id': partner.id,
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'match_level': match_level,
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'action_taken': 'blocked',
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'notes': f'Vendor "{partner.name}" has email bill creation blocked.',
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})
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# Post note to vendor's chatter
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try:
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partner.message_post(
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body=f'<p><strong>Blocked bill email:</strong> {subject}</p>'
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f'<p><strong>From:</strong> {email_from}</p>',
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message_type='comment',
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subtype_xmlid='mail.mt_note',
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)
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except Exception as e:
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_logger.warning("Failed to post blocked email to partner chatter: %s", e)
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# Don't create a bill -- just let fetchmail mark the email as handled
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# by raising a controlled exception that fetchmail catches gracefully
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_logger.info("Skipping bill creation for blocked vendor %s", partner.name)
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raise ValueError(
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f"Fusion Accounts: Bill creation blocked for vendor '{partner.name}'. "
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f"Email from {email_from} logged to activity log."
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)
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# Not blocked -- create the bill
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custom_values = custom_values or {}
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custom_values['move_type'] = 'in_invoice'
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if partner:
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custom_values['partner_id'] = partner.id
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# Create the bill via standard Odoo mechanism
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try:
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move = super().message_new(msg_dict, custom_values=custom_values)
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# Write FA fields after creation (Odoo may strip unknown fields from custom_values)
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move.sudo().write({
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'x_fa_created_from_email': True,
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'x_fa_match_level': match_level,
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'x_fa_original_sender': email_from,
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})
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except Exception as e:
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_logger.error("Failed to create bill from email: %s", e)
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self.env['fusion.accounts.log'].sudo().create({
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'email_from': email_from,
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'email_subject': subject,
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'email_date': msg_dict.get('date'),
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'vendor_id': partner.id if partner else False,
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'match_level': match_level,
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'action_taken': 'failed',
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'notes': str(e),
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})
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raise
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# Run AI extraction using attachments from msg_dict
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# (ir.attachment records don't exist yet at this point - they're created by message_post later)
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ai_extracted = False
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ai_result = ''
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try:
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ICP = self.env['ir.config_parameter'].sudo()
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ai_enabled = ICP.get_param('fusion_accounts.ai_enabled', 'True') == 'True'
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if ai_enabled:
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extractor = self.env['fusion.accounts.ai.extractor']
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email_body = msg_dict.get('body', '')
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raw_attachments = msg_dict.get('attachments', [])
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extracted_data = extractor.extract_bill_data_from_raw(
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email_body, raw_attachments
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)
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if extracted_data:
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extractor.apply_extracted_data(move, extracted_data)
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ai_extracted = True
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ai_result = str(extracted_data)
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move.sudo().write({'x_fa_ai_extracted': True})
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except Exception as e:
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_logger.warning("AI extraction failed for bill %s: %s", move.id, e)
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ai_result = f'Error: {e}'
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# Log the successful creation
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self.env['fusion.accounts.log'].sudo().create({
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'email_from': email_from,
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'email_subject': subject,
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'email_date': msg_dict.get('date'),
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'vendor_id': partner.id if partner else False,
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'match_level': match_level,
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'action_taken': 'bill_created',
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'bill_id': move.id,
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'ai_extracted': ai_extracted,
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'ai_result': ai_result,
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})
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_logger.info("Fusion Accounts: Created bill %s from email (vendor=%s, match=%s, ai=%s)",
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move.name, partner.name if partner else 'None', match_level, ai_extracted)
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return move
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