feat(fusion_accounting_documents): Documents app <-> invoice bridge

Replaces Enterprise's documents_account with a Fusion-native bridge.
When a PDF/image lands in the Documents app, users can convert it
into a draft vendor bill via a wizard that copies the document's
binary onto the new account.move and posts a chatter note linking
back to the source document.

Adds:
- documents.document.move_id (Many2one to the linked invoice)
- documents.document.is_invoice_candidate (computed; True for
  unlinked PDF/image binaries)
- documents.document.action_create_invoice() opens the wizard
- account.move.source_document_ids reverse linkage + statinfo button
- fusion.create.invoice.from.document.wizard (TransientModel + form)
- ir.actions.server bound to documents.document so the workflow
  appears in the kanban/list Actions menu (the Documents app has
  no regular form view to inherit from in v19)

The wizard:
- defaults to the company's first purchase journal
- supports vendor bill or vendor credit note
- copies the source attachment onto the new move
- posts a chatter note linking back
- marks the document linked so it stops appearing as a candidate

Auto-installs when documents + fusion_accounting_core are both
present. 8 unit tests cover the candidate flag, wizard happy path,
attachment copy, reverse linkage, already-linked guard, non-PDF
guard, and credit-note creation.

Made-with: Cursor

fusion_accounting_documents/__init__.py

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+from . import models
+from . import wizards

fusion_accounting_documents/__manifest__.py

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+{
+    'name': 'Fusion Accounting — Documents Bridge',
+    'version': '19.0.1.0.0',
+    'category': 'Accounting/Accounting',
+    'summary': 'Bridges the Documents app to Accounting: route scanned bills into vendor invoices.',
+    'description': """
+Fusion Accounting — Documents Bridge
+====================================
+
+A Fusion-native replacement for Enterprise's ``documents_account`` module.
+
+Adds:
+
+- ``documents.document.move_id`` — Many2one to the linked accounting move.
+- ``documents.document.is_invoice_candidate`` — computed flag for PDFs/images
+  not yet linked to a move.
+- ``documents.document.action_create_invoice()`` — opens a wizard that
+  creates a draft vendor bill and copies the document's binary as an
+  attachment on the new ``account.move``.
+- ``account.move.source_document_ids`` — reverse linkage with a stat button
+  on the invoice form.
+- A ``fusion.create.invoice.from.document.wizard`` model + form view.
+- A server action bound to ``documents.document`` so the workflow is
+  reachable from the Documents Actions menu (the Documents app uses
+  kanban/list views without a regular form view to inherit from).
+
+Auto-installs when ``documents`` and ``fusion_accounting_core`` are both
+present.
+""",
+    'author': 'Nexa Systems Inc.',
+    'license': 'LGPL-3',
+    'depends': [
+        'fusion_accounting_core',
+        'account',
+        'documents',
+    ],
+    'data': [
+        'security/ir.model.access.csv',
+        'wizards/create_invoice_from_document_views.xml',
+        'views/documents_document_views.xml',
+        'views/account_move_views.xml',
+        'data/server_actions_data.xml',
+    ],
+    'auto_install': ['documents', 'fusion_accounting_core'],
+    'installable': True,
+    'application': False,
+    'icon': '/fusion_accounting_documents/static/description/icon.png',
+}

fusion_accounting_documents/data/server_actions_data.xml

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+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <!--
+        Server action bound to documents.document so the
+        "Create Vendor Invoice" workflow appears in the cog/Actions
+        menu of the Documents kanban + list views.
+
+        We dispatch through ``action_create_invoice`` so the same
+        validation runs whether the user clicks the action or calls
+        the method programmatically.
+    -->
+    <record id="action_create_invoice_from_document" model="ir.actions.server">
+        <field name="name">Create Vendor Invoice (Fusion)</field>
+        <field name="model_id" ref="documents.model_documents_document"/>
+        <field name="binding_model_id" ref="documents.model_documents_document"/>
+        <field name="binding_view_types">list,kanban</field>
+        <field name="state">code</field>
+        <field name="code">
+if records and len(records) == 1:
+    action = records.action_create_invoice()
+else:
+    raise UserError(_("Select exactly one document to convert into a vendor invoice."))
+        </field>
+    </record>
+</odoo>

fusion_accounting_documents/models/__init__.py

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+from . import documents_document
+from . import account_move

fusion_accounting_documents/models/account_move.py

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+"""Reverse linkage from account.move back to source documents."""
+
+from odoo import _, fields, models
+
+
+class AccountMove(models.Model):
+    _inherit = 'account.move'
+
+    source_document_ids = fields.One2many(
+        'documents.document',
+        'move_id',
+        string='Source Documents',
+        readonly=True,
+        help="Documents in the Documents app that were used to create this move.",
+    )
+    source_document_count = fields.Integer(
+        string='Source Document Count',
+        compute='_compute_source_document_count',
+    )
+
+    def _compute_source_document_count(self):
+        for m in self:
+            m.source_document_count = len(m.source_document_ids)
+
+    def action_open_source_documents(self):
+        self.ensure_one()
+        return {
+            'type': 'ir.actions.act_window',
+            'name': _('Source Documents'),
+            'res_model': 'documents.document',
+            'view_mode': 'kanban,list',
+            'domain': [('move_id', '=', self.id)],
+        }

fusion_accounting_documents/models/documents_document.py

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+"""Bridge documents.document to accounting moves.
+
+Adds a Many2one link to the created invoice/move, a computed
+``is_invoice_candidate`` flag for PDFs/images that have not yet been
+turned into a vendor bill, and the ``action_create_invoice`` entry
+point used by both the form button and the server action.
+"""
+
+from odoo import _, api, fields, models
+from odoo.exceptions import UserError
+
+
+INVOICE_CANDIDATE_MIMETYPES = (
+    'application/pdf',
+    'image/png',
+    'image/jpeg',
+    'image/jpg',
+)
+
+
+class DocumentsDocument(models.Model):
+    _inherit = 'documents.document'
+
+    move_id = fields.Many2one(
+        'account.move',
+        string='Linked Invoice/Move',
+        copy=False,
+        ondelete='set null',
+        help="The accounting move this document was used to create.",
+    )
+    is_invoice_candidate = fields.Boolean(
+        string='Is Invoice Candidate',
+        compute='_compute_is_invoice_candidate',
+        store=True,
+        help="True when this document looks like a vendor bill "
+             "(PDF/image binary) and has not yet been linked to a move.",
+    )
+
+    @api.depends('mimetype', 'type', 'move_id')
+    def _compute_is_invoice_candidate(self):
+        for d in self:
+            d.is_invoice_candidate = (
+                d.type == 'binary'
+                and (d.mimetype or '') in INVOICE_CANDIDATE_MIMETYPES
+                and not d.move_id
+            )
+
+    def action_create_invoice(self):
+        """Open the wizard to create a vendor invoice from this document."""
+        self.ensure_one()
+        if self.move_id:
+            raise UserError(_(
+                "This document is already linked to invoice %s.",
+                self.move_id.display_name,
+            ))
+        if self.type == 'folder':
+            raise UserError(_(
+                "Folders cannot be turned into invoices."
+            ))
+        if (self.mimetype or '') not in INVOICE_CANDIDATE_MIMETYPES:
+            raise UserError(_(
+                "Only PDF or image documents can be turned into invoices."
+            ))
+        return {
+            'type': 'ir.actions.act_window',
+            'name': _('Create Invoice from Document'),
+            'res_model': 'fusion.create.invoice.from.document.wizard',
+            'view_mode': 'form',
+            'target': 'new',
+            'context': {'default_document_id': self.id},
+        }

fusion_accounting_documents/security/ir.model.access.csv

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+id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
+access_fusion_create_invoice_wizard_user,fusion.create.invoice.wizard.user,model_fusion_create_invoice_from_document_wizard,base.group_user,1,1,1,1

fusion_accounting_documents/tests/__init__.py

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+from . import test_document_to_invoice

fusion_accounting_documents/tests/test_document_to_invoice.py

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+"""Tests for the documents.document <-> account.move bridge."""
+
+import base64
+
+from odoo.exceptions import UserError
+from odoo.tests import tagged
+from odoo.tests.common import TransactionCase
+
+
+@tagged('post_install', '-at_install', 'fusion_accounting_documents')
+class TestDocumentToInvoice(TransactionCase):
+
+    @classmethod
+    def setUpClass(cls):
+        super().setUpClass()
+        cls.vendor = cls.env['res.partner'].create({
+            'name': 'Test Doc Vendor',
+            'supplier_rank': 1,
+        })
+        cls.purchase_journal = cls.env['account.journal'].search(
+            [('type', '=', 'purchase'),
+             ('company_id', '=', cls.env.company.id)],
+            limit=1,
+        )
+
+    def _make_document(self, name='Test Bill PDF',
+                       mimetype='application/pdf',
+                       payload=b'%PDF-fake-bill-content'):
+        attachment = self.env['ir.attachment'].create({
+            'name': name,
+            'datas': base64.b64encode(payload),
+            'mimetype': mimetype,
+        })
+        Document = self.env['documents.document']
+        doc_vals = {
+            'name': name,
+            'attachment_id': attachment.id,
+            'mimetype': mimetype,
+            'type': 'binary',
+        }
+        if 'folder_id' in Document._fields:
+            folder = Document.search(
+                [('type', '=', 'folder')], limit=1,
+            )
+            if folder:
+                doc_vals['folder_id'] = folder.id
+        return Document.create(doc_vals)
+
+    def test_invoice_candidate_flag_pdf(self):
+        doc = self._make_document()
+        self.assertTrue(doc.is_invoice_candidate)
+
+    def test_invoice_candidate_flag_image(self):
+        doc = self._make_document(
+            name='scan.png',
+            mimetype='image/png',
+            payload=b'\x89PNG\r\n\x1a\nfake',
+        )
+        self.assertTrue(doc.is_invoice_candidate)
+
+    def test_invoice_candidate_flag_text_excluded(self):
+        doc = self._make_document(
+            name='note.txt',
+            mimetype='text/plain',
+            payload=b'just a note',
+        )
+        self.assertFalse(doc.is_invoice_candidate)
+
+    def test_action_create_invoice_opens_wizard(self):
+        doc = self._make_document()
+        action = doc.action_create_invoice()
+        self.assertEqual(action['type'], 'ir.actions.act_window')
+        self.assertEqual(
+            action['res_model'],
+            'fusion.create.invoice.from.document.wizard',
+        )
+        self.assertEqual(action['target'], 'new')
+        self.assertEqual(action['context']['default_document_id'], doc.id)
+
+    def test_wizard_creates_invoice_and_links(self):
+        doc = self._make_document()
+        wizard = self.env['fusion.create.invoice.from.document.wizard'].create({
+            'document_id': doc.id,
+            'partner_id': self.vendor.id,
+            'move_type': 'in_invoice',
+        })
+        self.assertTrue(wizard.journal_id, "Default journal should resolve")
+        action = wizard.action_create_invoice()
+
+        self.assertEqual(action['res_model'], 'account.move')
+        move = self.env['account.move'].browse(action['res_id'])
+        self.assertEqual(move.move_type, 'in_invoice')
+        self.assertEqual(move.partner_id, self.vendor)
+
+        self.assertEqual(doc.move_id, move)
+        self.assertFalse(doc.is_invoice_candidate,
+                         "Linked docs should no longer be candidates")
+
+        self.assertEqual(move.source_document_count, 1)
+        self.assertIn(doc, move.source_document_ids)
+
+        attachments = self.env['ir.attachment'].search([
+            ('res_model', '=', 'account.move'),
+            ('res_id', '=', move.id),
+        ])
+        self.assertTrue(
+            attachments,
+            "An attachment copy should land on the new move",
+        )
+
+    def test_action_create_invoice_already_linked_raises(self):
+        doc = self._make_document()
+        existing_move = self.env['account.move'].create({
+            'move_type': 'in_invoice',
+            'partner_id': self.vendor.id,
+        })
+        doc.move_id = existing_move.id
+        with self.assertRaises(UserError):
+            doc.action_create_invoice()
+
+    def test_action_create_invoice_non_candidate_raises(self):
+        doc = self._make_document(
+            name='note.txt',
+            mimetype='text/plain',
+            payload=b'hello',
+        )
+        with self.assertRaises(UserError):
+            doc.action_create_invoice()
+
+    def test_wizard_creates_credit_note(self):
+        doc = self._make_document(name='credit-note.pdf')
+        wizard = self.env['fusion.create.invoice.from.document.wizard'].create({
+            'document_id': doc.id,
+            'partner_id': self.vendor.id,
+            'move_type': 'in_refund',
+        })
+        action = wizard.action_create_invoice()
+        move = self.env['account.move'].browse(action['res_id'])
+        self.assertEqual(move.move_type, 'in_refund')
+        self.assertEqual(doc.move_id, move)

fusion_accounting_documents/views/account_move_views.xml

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+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <record id="view_move_form_inherit_fusion_documents" model="ir.ui.view">
+        <field name="name">account.move.form.inherit.fusion.documents</field>
+        <field name="model">account.move</field>
+        <field name="inherit_id" ref="account.view_move_form"/>
+        <field name="arch" type="xml">
+            <xpath expr="//div[@name='button_box']" position="inside">
+                <button class="oe_stat_button"
+                        type="object"
+                        name="action_open_source_documents"
+                        icon="fa-file-text-o"
+                        invisible="source_document_count == 0">
+                    <field name="source_document_count"
+                           widget="statinfo"
+                           string="Source Docs"/>
+                </button>
+            </xpath>
+        </field>
+    </record>
+</odoo>

fusion_accounting_documents/views/documents_document_views.xml

@@ -0,0 +1,39 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <!--
+        The Documents app does not ship a regular form view for
+        documents.document; editing happens in the side panel of the
+        kanban/list views. We therefore add the new fields to the
+        kanban + list views and rely on a server action (defined in
+        data/server_actions_data.xml) to expose the "Create Invoice"
+        workflow from the Actions menu.
+    -->
+
+    <record id="view_documents_document_kanban_inherit_fusion_acc"
+            model="ir.ui.view">
+        <field name="name">documents.document.kanban.inherit.fusion.acc</field>
+        <field name="model">documents.document</field>
+        <field name="inherit_id" ref="documents.document_view_kanban"/>
+        <field name="arch" type="xml">
+            <xpath expr="//field[@name='name']" position="after">
+                <field name="is_invoice_candidate"/>
+                <field name="move_id"/>
+            </xpath>
+        </field>
+    </record>
+
+    <record id="view_documents_document_list_inherit_fusion_acc"
+            model="ir.ui.view">
+        <field name="name">documents.document.list.inherit.fusion.acc</field>
+        <field name="model">documents.document</field>
+        <field name="inherit_id" ref="documents.documents_view_list_main"/>
+        <field name="arch" type="xml">
+            <xpath expr="//field[@name='name']" position="after">
+                <field name="is_invoice_candidate" optional="hide"/>
+                <field name="move_id"
+                       string="Linked Invoice"
+                       optional="hide"/>
+            </xpath>
+        </field>
+    </record>
+</odoo>

fusion_accounting_documents/wizards/__init__.py

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

fusion_accounting_documents/wizards/create_invoice_from_document.py

@@ -0,0 +1,132 @@
+"""Wizard to create a vendor invoice from a Documents document.
+
+The wizard creates an empty draft ``account.move`` of the chosen
+move type, copies the document's binary attachment onto the new
+move, posts a chatter note linking back to the source document,
+and finally stores the move on ``documents.document.move_id`` so
+the source no longer appears as an invoice candidate.
+"""
+
+from odoo import _, api, fields, models
+from odoo.exceptions import UserError
+
+
+MOVE_TYPE_LABELS = {
+    'in_invoice': _('Vendor Bill'),
+    'in_refund': _('Vendor Credit Note'),
+}
+
+
+class CreateInvoiceFromDocumentWizard(models.TransientModel):
+    _name = 'fusion.create.invoice.from.document.wizard'
+    _description = 'Create Vendor Invoice from Document'
+
+    document_id = fields.Many2one(
+        'documents.document',
+        string='Source Document',
+        required=True,
+        readonly=True,
+        ondelete='cascade',
+    )
+    document_name = fields.Char(related='document_id.name', readonly=True)
+    document_mimetype = fields.Char(related='document_id.mimetype', readonly=True)
+
+    partner_id = fields.Many2one(
+        'res.partner',
+        string='Vendor',
+        domain="[('supplier_rank', '>', 0)]",
+    )
+    move_type = fields.Selection(
+        [
+            ('in_invoice', 'Vendor Bill'),
+            ('in_refund', 'Vendor Credit Note'),
+        ],
+        string='Type',
+        default='in_invoice',
+        required=True,
+    )
+    company_id = fields.Many2one(
+        'res.company',
+        string='Company',
+        default=lambda self: self.env.company,
+        required=True,
+    )
+    journal_id = fields.Many2one(
+        'account.journal',
+        string='Journal',
+        domain="[('type', '=', 'purchase'), ('company_id', '=', company_id)]",
+        default=lambda self: self._default_journal(),
+    )
+
+    @api.model
+    def _default_journal(self):
+        return self.env['account.journal'].search(
+            [('type', '=', 'purchase'),
+             ('company_id', '=', self.env.company.id)],
+            limit=1,
+        )
+
+    @api.onchange('company_id')
+    def _onchange_company_id(self):
+        if self.journal_id and self.journal_id.company_id != self.company_id:
+            self.journal_id = self.env['account.journal'].search(
+                [('type', '=', 'purchase'),
+                 ('company_id', '=', self.company_id.id)],
+                limit=1,
+            )
+
+    def action_create_invoice(self):
+        self.ensure_one()
+        if not self.document_id:
+            raise UserError(_("No document selected."))
+        if self.document_id.move_id:
+            raise UserError(_(
+                "Document %(doc)s is already linked to invoice %(inv)s.",
+                doc=self.document_id.display_name,
+                inv=self.document_id.move_id.display_name,
+            ))
+        if not self.journal_id:
+            raise UserError(_(
+                "No purchase journal configured for company %s.",
+                self.company_id.display_name,
+            ))
+
+        move_vals = {
+            'move_type': self.move_type,
+            'journal_id': self.journal_id.id,
+            'company_id': self.company_id.id,
+        }
+        if self.partner_id:
+            move_vals['partner_id'] = self.partner_id.id
+
+        move = self.env['account.move'].create(move_vals)
+
+        attachment = self.document_id.attachment_id
+        if attachment:
+            attachment_copy = attachment.copy({
+                'res_model': 'account.move',
+                'res_id': move.id,
+            })
+            move.message_post(
+                body=_(
+                    "Created from Documents source: <strong>%s</strong>",
+                    self.document_id.name,
+                ),
+                attachment_ids=[attachment_copy.id],
+            )
+        else:
+            move.message_post(body=_(
+                "Created from Documents source: <strong>%s</strong> "
+                "(no attachment to copy).",
+                self.document_id.name,
+            ))
+
+        self.document_id.move_id = move.id
+
+        return {
+            'type': 'ir.actions.act_window',
+            'name': MOVE_TYPE_LABELS.get(self.move_type, _('Invoice')),
+            'res_model': 'account.move',
+            'view_mode': 'form',
+            'res_id': move.id,
+        }

fusion_accounting_documents/wizards/create_invoice_from_document_views.xml

@@ -0,0 +1,37 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <record id="view_create_invoice_from_document_wizard_form" model="ir.ui.view">
+        <field name="name">fusion.create.invoice.from.document.wizard.form</field>
+        <field name="model">fusion.create.invoice.from.document.wizard</field>
+        <field name="arch" type="xml">
+            <form string="Create Invoice from Document">
+                <sheet>
+                    <group>
+                        <field name="document_id" invisible="1"/>
+                        <field name="document_name" readonly="1"/>
+                        <field name="document_mimetype" readonly="1"/>
+                    </group>
+                    <group>
+                        <field name="move_type"/>
+                        <field name="partner_id" options="{'no_create': True}"/>
+                        <field name="company_id"
+                               groups="base.group_multi_company"
+                               options="{'no_create': True}"/>
+                        <field name="journal_id" options="{'no_create': True}"/>
+                    </group>
+                </sheet>
+                <footer>
+                    <button name="action_create_invoice"
+                            string="Create Invoice"
+                            type="object"
+                            class="btn-primary"
+                            data-hotkey="q"/>
+                    <button string="Cancel"
+                            class="btn-secondary"
+                            special="cancel"
+                            data-hotkey="x"/>
+                </footer>
+            </form>
+        </field>
+    </record>
+</odoo>