feat: ADP Export Files menu with filestore storage, remove Sync All button

- Add fusion_claims.adp.export.record model with filestore-backed Binary field
  for tracking exported ADP claims files organized by Year > Month > Posting Period
- Add tree/form/search views with default group-by hierarchy, latest first
- Add "Export Files" menuitem under ADP menu section
- Add bulk ZIP download server action for multi-select export
- Replace Documents app storage with new model in export wizard
- Remove Documents-related methods (_save_to_documents, folder creation)
- Add migration button in Settings to move existing Documents files
- Fix Export ADP button visibility: only show on ADP portion invoices
- Remove redundant Sync All button from invoice form
- Add ACL entries for billing users (read/create) and managers (full CRUD)
- Bump version to 19.0.7.3.0

Made-with: Cursor

fusion_claims/__manifest__.py

@@ -5,7 +5,7 @@
 
 {
     'name': 'Fusion Claims',
-    'version': '19.0.7.2.0',
+    'version': '19.0.7.3.0',
     'category': 'Sales',
     'summary': 'Complete ADP Claims Management with Dashboard, Sales Integration, Billing Automation, and Two-Stage Verification.',
     'description': """
@@ -134,6 +134,7 @@
         'views/dashboard_views.xml',
         'views/client_profile_views.xml',
         'wizard/xml_import_wizard_views.xml',
+        'views/adp_export_record_views.xml',
         'views/adp_claims_views.xml',
         'views/submission_history_views.xml',
         'views/product_template_adp_views.xml',

fusion_claims/models/__init__.py

@@ -4,6 +4,7 @@
 # Part of the Fusion Claim Assistant product family.
 
 from . import adp_posting_schedule
+from . import adp_export_record
 from . import res_company
 from . import res_config_settings
 from . import fusion_central_config

fusion_claims/models/adp_export_record.py

@@ -0,0 +1,344 @@
+# -*- coding: utf-8 -*-
+# Copyright 2024-2025 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+# Part of the Fusion Claim Assistant product family.
+
+import io
+import re
+import base64
+import logging
+import zipfile
+from datetime import date, datetime
+
+from odoo import models, fields, api, _
+from odoo.exceptions import UserError
+
+_logger = logging.getLogger(__name__)
+
+
+class ADPExportRecord(models.Model):
+    _name = 'fusion_claims.adp.export.record'
+    _description = 'ADP Export File Record'
+    _inherit = ['fusion_claims.adp.posting.schedule.mixin']
+    _order = 'export_date desc, id desc'
+
+    name = fields.Char(
+        string='Filename',
+        required=True,
+        index=True,
+    )
+    export_date = fields.Datetime(
+        string='Export Date',
+        required=True,
+        default=fields.Datetime.now,
+        index=True,
+    )
+    posting_period_date = fields.Date(
+        string='Posting Period',
+        required=True,
+        index=True,
+        help='The ADP posting date this export targets',
+    )
+    posting_period_label = fields.Char(
+        string='Posting Period Label',
+        compute='_compute_period_fields',
+        store=True,
+    )
+    year = fields.Char(
+        string='Year',
+        compute='_compute_period_fields',
+        store=True,
+        index=True,
+    )
+    month = fields.Char(
+        string='Month',
+        compute='_compute_period_fields',
+        store=True,
+    )
+    month_number = fields.Integer(
+        string='Month #',
+        compute='_compute_period_fields',
+        store=True,
+        help='Numeric month for proper ordering',
+    )
+
+    file_data = fields.Binary(
+        string='Export File',
+        attachment=True,
+        help='The exported ADP claims file (stored in filestore)',
+    )
+    filename = fields.Char(
+        string='Download Filename',
+    )
+    invoice_ids = fields.Many2many(
+        'account.move',
+        'adp_export_record_invoice_rel',
+        'export_id',
+        'invoice_id',
+        string='Exported Invoices',
+    )
+    invoice_count = fields.Integer(
+        string='Invoice Count',
+        compute='_compute_invoice_count',
+    )
+    line_count = fields.Integer(
+        string='Lines Exported',
+        default=0,
+    )
+    vendor_code = fields.Char(
+        string='Vendor Code',
+    )
+    user_id = fields.Many2one(
+        'res.users',
+        string='Exported By',
+        default=lambda self: self.env.uid,
+        index=True,
+    )
+    company_id = fields.Many2one(
+        'res.company',
+        string='Company',
+        default=lambda self: self.env.company,
+        index=True,
+    )
+    notes = fields.Text(
+        string='Notes',
+    )
+
+    @api.depends('posting_period_date')
+    def _compute_period_fields(self):
+        for record in self:
+            ppd = record.posting_period_date
+            if ppd:
+                record.year = str(ppd.year)
+                record.month = ppd.strftime('%B')
+                record.month_number = ppd.month
+                record.posting_period_label = ppd.strftime('%b %d, %Y')
+            else:
+                record.year = ''
+                record.month = ''
+                record.month_number = 0
+                record.posting_period_label = ''
+
+    @api.depends('invoice_ids')
+    def _compute_invoice_count(self):
+        for record in self:
+            record.invoice_count = len(record.invoice_ids)
+
+    def action_download(self):
+        """Download the export file."""
+        self.ensure_one()
+        if not self.file_data:
+            raise UserError(_("No file data available for download."))
+        return {
+            'type': 'ir.actions.act_url',
+            'url': f'/web/content?model={self._name}&id={self.id}'
+                   f'&field=file_data&filename_field=filename&download=true',
+            'target': 'self',
+        }
+
+    def action_view_invoices(self):
+        """Open the list of invoices included in this export."""
+        self.ensure_one()
+        return {
+            'type': 'ir.actions.act_window',
+            'name': _('Exported Invoices'),
+            'res_model': 'account.move',
+            'view_mode': 'list,form',
+            'domain': [('id', 'in', self.invoice_ids.ids)],
+        }
+
+    def action_download_zip(self):
+        """Download selected export records as a single ZIP file.
+
+        Works as a multi-record action from the list view.
+        """
+        if not self:
+            raise UserError(_("Please select at least one export record."))
+
+        buf = io.BytesIO()
+        with zipfile.ZipFile(buf, 'w', zipfile.ZIP_DEFLATED) as zf:
+            for record in self:
+                if not record.file_data:
+                    continue
+                file_content = base64.b64decode(record.file_data)
+                archive_name = record.filename or record.name
+                zf.writestr(archive_name, file_content)
+
+        zip_data = base64.b64encode(buf.getvalue())
+        buf.close()
+
+        # Create a transient attachment for download
+        today_str = date.today().strftime('%Y-%m-%d')
+        zip_filename = f"ADP_Export_Files_{today_str}.zip"
+        attachment = self.env['ir.attachment'].sudo().create({
+            'name': zip_filename,
+            'type': 'binary',
+            'datas': zip_data,
+            'mimetype': 'application/zip',
+        })
+        return {
+            'type': 'ir.actions.act_url',
+            'url': f'/web/content/{attachment.id}?download=true',
+            'target': 'self',
+        }
+
+    # ======================================================================
+    # MIGRATION: Documents app -> ADP Export Records
+    # ======================================================================
+    @api.model
+    def migrate_from_documents(self):
+        """Migrate existing ADP export files from Documents app to this model.
+
+        Searches for binary files under 'ADP Billing Files' folder hierarchy,
+        parses filenames to determine vendor code and date, calculates the
+        posting period, and creates export records.
+
+        Returns a notification dict for the UI.
+        """
+        if 'documents.document' not in self.env:
+            return {
+                'type': 'ir.actions.client',
+                'tag': 'display_notification',
+                'params': {
+                    'title': _('Documents App Not Installed'),
+                    'message': _('The Documents app is not installed. Nothing to migrate.'),
+                    'type': 'warning',
+                    'sticky': False,
+                },
+            }
+
+        Document = self.env['documents.document'].sudo()
+
+        root_folders = Document.search([
+            ('name', 'ilike', 'ADP Billing Files'),
+            ('type', '=', 'folder'),
+        ])
+
+        if not root_folders:
+            return {
+                'type': 'ir.actions.client',
+                'tag': 'display_notification',
+                'params': {
+                    'title': _('No Files Found'),
+                    'message': _('No "ADP Billing Files" folder found in Documents.'),
+                    'type': 'info',
+                    'sticky': False,
+                },
+            }
+
+        all_folder_ids = self._collect_subfolder_ids(Document, root_folders.ids)
+        all_folder_ids.extend(root_folders.ids)
+
+        files = Document.search([
+            ('folder_id', 'in', all_folder_ids),
+            ('type', '=', 'binary'),
+        ])
+
+        if not files:
+            return {
+                'type': 'ir.actions.client',
+                'tag': 'display_notification',
+                'params': {
+                    'title': _('No Files Found'),
+                    'message': _('No export files found in ADP Billing Files folders.'),
+                    'type': 'info',
+                    'sticky': False,
+                },
+            }
+
+        migrated = 0
+        skipped = 0
+        errors = 0
+
+        for doc in files:
+            existing = self.search([('name', '=', doc.name)], limit=1)
+            if existing:
+                skipped += 1
+                continue
+
+            try:
+                vendor_code, file_date = self._parse_export_filename(doc.name)
+                if file_date:
+                    posting_date = self._get_current_posting_date(file_date)
+                else:
+                    posting_date = self._get_current_posting_date(
+                        doc.create_date.date() if doc.create_date else date.today()
+                    )
+
+                self.create({
+                    'name': doc.name,
+                    'filename': doc.name,
+                    'file_data': doc.datas,
+                    'export_date': doc.create_date or fields.Datetime.now(),
+                    'posting_period_date': posting_date,
+                    'vendor_code': vendor_code or '',
+                    'user_id': doc.create_uid.id if doc.create_uid else self.env.uid,
+                    'company_id': self.env.company.id,
+                    'notes': f'Migrated from Documents app on {date.today()}',
+                })
+                migrated += 1
+                _logger.info("Migrated ADP export file: %s", doc.name)
+            except Exception as e:
+                errors += 1
+                _logger.error("Failed to migrate document %s: %s", doc.name, e)
+
+        # Archive migrated documents so they don't clutter the Documents app
+        if migrated > 0:
+            try:
+                migrated_docs = files.filtered(
+                    lambda d: not self.search([('name', '=', d.name)], limit=1) is None
+                )
+                if hasattr(Document, 'active'):
+                    files.write({'active': False})
+                    _logger.info("Archived %d documents after migration", len(files))
+            except Exception as e:
+                _logger.warning("Could not archive old documents: %s", e)
+
+        msg = _(
+            "Migration complete: %d files migrated, %d skipped (already exist), %d errors."
+        ) % (migrated, skipped, errors)
+
+        return {
+            'type': 'ir.actions.client',
+            'tag': 'display_notification',
+            'params': {
+                'title': _('Migration Complete'),
+                'message': msg,
+                'type': 'success' if errors == 0 else 'warning',
+                'sticky': True,
+            },
+        }
+
+    @api.model
+    def _collect_subfolder_ids(self, Document, parent_ids):
+        """Recursively collect all subfolder IDs under the given parent folders."""
+        all_ids = []
+        children = Document.search([
+            ('folder_id', 'in', parent_ids),
+            ('type', '=', 'folder'),
+        ])
+        if children:
+            all_ids.extend(children.ids)
+            all_ids.extend(self._collect_subfolder_ids(Document, children.ids))
+        return all_ids
+
+    @api.model
+    def _parse_export_filename(self, filename):
+        """Parse an ADP export filename to extract vendor code and date.
+
+        Expected format: VENDORCODE_YYYY-MM-DD.txt
+        Returns: (vendor_code, date_obj) or (None, None) if unparseable.
+        """
+        if not filename:
+            return None, None
+
+        match = re.match(r'^(.+?)_(\d{4}-\d{2}-\d{2})\.\w+$', filename)
+        if match:
+            vendor_code = match.group(1)
+            try:
+                file_date = date.fromisoformat(match.group(2))
+                return vendor_code, file_date
+            except ValueError:
+                return vendor_code, None
+
+        return None, None

fusion_claims/models/res_config_settings.py

@@ -641,3 +641,7 @@ class ResConfigSettings(models.TransientModel):
     def action_set_gradient_dark_slate(self):
         self._apply_gradient_preset('dark_slate')
 
+    def action_migrate_adp_export_files(self):
+        """Migrate ADP export files from Documents app to the new Export Files menu."""
+        return self.env['fusion_claims.adp.export.record'].migrate_from_documents()
+

fusion_claims/security/ir.model.access.csv

@@ -2,6 +2,8 @@ id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
 access_fusion_claims_config_user,fusion.central.config.user,model_fusion_claims_config,base.group_user,1,1,1,1
 access_fusion_claims_export_wizard_user,fusion.central.export.wizard.user,model_fusion_claims_export_wizard,account.group_account_invoice,1,1,1,1
 access_fusion_claims_export_wizard_manager,fusion.central.export.wizard.manager,model_fusion_claims_export_wizard,account.group_account_manager,1,1,1,1
+access_fusion_adp_export_record_user,fusion.adp.export.record.user,model_fusion_claims_adp_export_record,account.group_account_invoice,1,0,1,0
+access_fusion_adp_export_record_manager,fusion.adp.export.record.manager,model_fusion_claims_adp_export_record,account.group_account_manager,1,1,1,1
 access_fusion_adp_device_code_user,fusion.adp.device.code.user,model_fusion_adp_device_code,base.group_user,1,0,0,0
 access_fusion_adp_device_code_sales,fusion.adp.device.code.sales,model_fusion_adp_device_code,sales_team.group_sale_salesman,1,1,1,0
 access_fusion_adp_device_code_manager,fusion.adp.device.code.manager,model_fusion_adp_device_code,sales_team.group_sale_manager,1,1,1,1

fusion_claims/views/account_move_views.xml

@@ -59,10 +59,11 @@
         <field name="inherit_id" ref="account.view_move_form"/>
         <field name="priority">52</field>
         <field name="arch" type="xml">
-            <!-- Add Export and Sync buttons to header -->
+            <!-- Add Export and Verify buttons to header -->
             <xpath expr="//button[@name='button_draft']" position="after">
                 <field name="x_fc_is_adp_invoice" invisible="1"/>
                 <field name="x_fc_needs_device_verification" invisible="1"/>
+                <field name="x_fc_adp_invoice_portion" invisible="1"/>
                 <!-- Verify Device Approval button - only on client invoices that need verification -->
                 <button name="action_open_device_approval_wizard" 
                         string="Verify Device Approval" 
@@ -71,19 +72,12 @@
                         icon="fa-check-square-o"
                         invisible="not x_fc_needs_device_verification"
                         help="Complete device verification to enable ADP invoice creation"/>
-                <button name="action_sync_to_sale_order" 
-                        string="Sync All" 
-                        type="object"
-                        class="btn-secondary"
-                        icon="fa-refresh"
-                        invisible="move_type not in ['out_invoice', 'out_refund'] or not x_fc_is_adp_invoice"
-                        help="Sync ADP fields from this Invoice to the Sale Order and all linked invoices"/>
                 <button name="action_export_adp_claim" 
                         string="Export ADP" 
                         type="object"
                         class="btn-secondary"
                         icon="fa-file-text-o"
-                        invisible="move_type not in ['out_invoice', 'out_refund'] or state != 'posted' or not x_fc_is_adp_invoice"/>
+                        invisible="move_type not in ['out_invoice', 'out_refund'] or state != 'posted' or not x_fc_is_adp_invoice or x_fc_adp_invoice_portion != 'adp'"/>
             </xpath>
         </field>
     </record>

fusion_claims/views/adp_claims_views.xml

@@ -1739,6 +1739,8 @@ else:
               action="action_adp_invoices" sequence="2"/>
     <menuitem id="menu_adp_client_invoices" name="ADP Client Invoices" parent="menu_fc_adp"
               action="action_adp_client_invoices" sequence="3"/>
+    <menuitem id="menu_adp_export_files" name="Export Files" parent="menu_fc_adp"
+              action="action_adp_export_records" sequence="4"/>
 
     <menuitem id="menu_adp_quotations"
               name="Quotation Stage"

fusion_claims/views/adp_export_record_views.xml

@@ -0,0 +1,142 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<!--
+    Copyright 2024-2025 Nexa Systems Inc.
+    License OPL-1 (Odoo Proprietary License v1.0)
+    Part of the Fusion Claim Assistant product family.
+-->
+<odoo>
+    <!-- ===================================================================== -->
+    <!-- ADP EXPORT RECORD: Tree View -->
+    <!-- ===================================================================== -->
+    <record id="view_adp_export_record_list" model="ir.ui.view">
+        <field name="name">fusion_claims.adp.export.record.list</field>
+        <field name="model">fusion_claims.adp.export.record</field>
+        <field name="arch" type="xml">
+            <list string="ADP Export Files" default_order="export_date desc">
+                <field name="name"/>
+                <field name="export_date"/>
+                <field name="posting_period_label" string="Posting Period"/>
+                <field name="vendor_code"/>
+                <field name="line_count" string="Lines"/>
+                <field name="invoice_count" string="Invoices"/>
+                <field name="user_id" string="Exported By" widget="many2one_avatar_user"/>
+                <field name="year" column_invisible="True"/>
+                <field name="month" column_invisible="True"/>
+                <field name="month_number" column_invisible="True"/>
+            </list>
+        </field>
+    </record>
+
+    <!-- ===================================================================== -->
+    <!-- ADP EXPORT RECORD: Form View -->
+    <!-- ===================================================================== -->
+    <record id="view_adp_export_record_form" model="ir.ui.view">
+        <field name="name">fusion_claims.adp.export.record.form</field>
+        <field name="model">fusion_claims.adp.export.record</field>
+        <field name="arch" type="xml">
+            <form string="ADP Export File">
+                <header>
+                    <button name="action_download" string="Download File"
+                            type="object" class="btn-primary" icon="fa-download"/>
+                </header>
+                <sheet>
+                    <div class="oe_title">
+                        <h1><field name="name" readonly="1"/></h1>
+                    </div>
+                    <group>
+                        <group string="Export Details">
+                            <field name="export_date" readonly="1"/>
+                            <field name="posting_period_date" readonly="1"/>
+                            <field name="posting_period_label" readonly="1"/>
+                            <field name="vendor_code" readonly="1"/>
+                            <field name="line_count" readonly="1"/>
+                        </group>
+                        <group string="File">
+                            <field name="file_data" filename="filename" readonly="1"/>
+                            <field name="filename" invisible="1"/>
+                            <field name="user_id" readonly="1"/>
+                            <field name="company_id" readonly="1" groups="base.group_multi_company"/>
+                        </group>
+                    </group>
+                    <notebook>
+                        <page string="Exported Invoices" name="invoices">
+                            <field name="invoice_ids" readonly="1" nolabel="1">
+                                <list string="Invoices" create="0" delete="0">
+                                    <field name="name" string="Invoice"/>
+                                    <field name="partner_id" string="Customer"/>
+                                    <field name="invoice_date"/>
+                                    <field name="amount_total" string="Total"/>
+                                    <field name="state" widget="badge"
+                                           decoration-success="state == 'posted'"
+                                           decoration-info="state == 'draft'"/>
+                                </list>
+                            </field>
+                        </page>
+                        <page string="Notes" name="notes" invisible="not notes">
+                            <field name="notes" readonly="1"/>
+                        </page>
+                    </notebook>
+                </sheet>
+            </form>
+        </field>
+    </record>
+
+    <!-- ===================================================================== -->
+    <!-- ADP EXPORT RECORD: Search View -->
+    <!-- ===================================================================== -->
+    <record id="view_adp_export_record_search" model="ir.ui.view">
+        <field name="name">fusion_claims.adp.export.record.search</field>
+        <field name="model">fusion_claims.adp.export.record</field>
+        <field name="arch" type="xml">
+            <search string="ADP Export Files">
+                <field name="name"/>
+                <field name="vendor_code"/>
+                <field name="user_id"/>
+                <separator/>
+                <group expand="1" string="Group By">
+                    <filter string="Year" name="group_year"
+                            context="{'group_by': 'year'}"/>
+                    <filter string="Month" name="group_month"
+                            context="{'group_by': 'month'}"/>
+                    <filter string="Posting Period" name="group_posting"
+                            context="{'group_by': 'posting_period_date'}"/>
+                    <filter string="Exported By" name="group_user"
+                            context="{'group_by': 'user_id'}"/>
+                </group>
+            </search>
+        </field>
+    </record>
+
+    <!-- ===================================================================== -->
+    <!-- ADP EXPORT RECORD: Action -->
+    <!-- ===================================================================== -->
+    <record id="action_adp_export_records" model="ir.actions.act_window">
+        <field name="name">Export Files</field>
+        <field name="res_model">fusion_claims.adp.export.record</field>
+        <field name="view_mode">list,form</field>
+        <field name="search_view_id" ref="view_adp_export_record_search"/>
+        <field name="context">{'search_default_group_year': 1, 'search_default_group_month': 1, 'search_default_group_posting': 1}</field>
+        <field name="help" type="html">
+            <p class="o_view_nocontent_smiling_face">
+                No export files yet
+            </p>
+            <p>
+                ADP export files will appear here after you export invoices using the
+                <strong>Export ADP</strong> button on ADP portion invoices.
+            </p>
+        </field>
+    </record>
+
+    <!-- ===================================================================== -->
+    <!-- ADP EXPORT RECORD: Server Action for Bulk ZIP Download -->
+    <!-- ===================================================================== -->
+    <record id="action_adp_export_download_zip" model="ir.actions.server">
+        <field name="name">Download as ZIP</field>
+        <field name="model_id" ref="model_fusion_claims_adp_export_record"/>
+        <field name="binding_model_id" ref="model_fusion_claims_adp_export_record"/>
+        <field name="binding_view_types">list</field>
+        <field name="state">code</field>
+        <field name="code">action = records.action_download_zip()</field>
+    </record>
+
+</odoo>

fusion_claims/views/res_config_settings_views.xml

@@ -330,6 +330,30 @@
                         </div>
                     </div>
 
+                    <!-- ============================================================= -->
+                    <!-- DATA MIGRATION -->
+                    <!-- ============================================================= -->
+                    <h2>Data Migration</h2>
+                    <div class="row mt-4 o_settings_container">
+                        <div class="col-12 col-lg-6 o_setting_box">
+                            <div class="o_setting_right_pane">
+                                <span class="o_form_label">Migrate Export Files from Documents</span>
+                                <div class="text-muted">
+                                    Move existing ADP export files from the Documents app into the
+                                    new ADP Export Files menu. Only needs to be run once after upgrading.
+                                </div>
+                                <div class="mt-2">
+                                    <button name="action_migrate_adp_export_files"
+                                            string="Migrate Export Files"
+                                            type="object"
+                                            class="btn-secondary"
+                                            icon="fa-exchange"
+                                            confirm="This will migrate all ADP export files from Documents to the new Export Files menu. Continue?"/>
+                                </div>
+                            </div>
+                        </div>
+                    </div>
+
                     <!-- ============================================================= -->
                     <!-- ODSP CONFIGURATION -->
                     <!-- ============================================================= -->

fusion_claims/wizard/adp_export_wizard.py

@@ -39,7 +39,7 @@ class FusionCentralExportWizard(models.TransientModel):
         ('done', 'Done'),
     ], default='draft')
     export_summary = fields.Text(string='Export Summary', readonly=True)
-    saved_to_documents = fields.Boolean(string='Saved to Documents', readonly=True)
+    saved_to_export_records = fields.Boolean(string='Saved to Export Files', readonly=True)
     warnings = fields.Text(string='Warnings', readonly=True)
 
     @api.model
@@ -343,37 +343,20 @@ class FusionCentralExportWizard(models.TransientModel):
         return f"{self.vendor_code}_{self.export_date.strftime('%Y-%m-%d')}.txt"
     
     def _check_existing_file(self, filename):
-        """Check if a file with the same name already exists in Documents.
+        """Check if a file with the same name already exists in ADP Export Records.
 
         Returns:
-            tuple: (exists: bool, existing_files: list of names)
+            tuple: (exists: bool, existing_files: list of description strings)
         """
         existing_files = []
-        
+        ExportRecord = self.env['fusion_claims.adp.export.record']
-        if 'documents.document' not in self.env:
+        existing = ExportRecord.search([('name', '=', filename)])
-            return False, existing_files
+        if existing:
-        
+            existing_files = [
-        try:
+                f"{rec.name} (exported: {rec.export_date.strftime('%Y-%m-%d %H:%M')})"
-            # Get the folder where we save files
+                for rec in existing
-            folder = self._get_or_create_documents_folder()
+            ]
-            if not folder:
+            return True, existing_files
-                return False, existing_files
-            
-            # Search for files with the same name in our folder
-            existing = self.env['documents.document'].search([
-                ('name', '=', filename),
-                ('type', '=', 'binary'),
-                ('folder_id', '=', folder.id),
-            ])
-            
-            if existing:
-                existing_files = [f"{doc.name} (created: {doc.create_date.strftime('%Y-%m-%d %H:%M')})" 
-                                  for doc in existing]
-                return True, existing_files
-                
-        except Exception as e:
-            _logger.warning("Error checking existing files: %s", str(e))
-        
         return False, existing_files
 
     def action_export(self):
@@ -383,8 +366,8 @@ class FusionCentralExportWizard(models.TransientModel):
         1. Validate inputs
         2. Generate content (includes verification - may raise UserError)
         3. Check for existing files (warn but don't block)
-        4. Show download window
+        4. Save to ADP Export Records (filestore-backed)
-        5. Save to Documents ONLY after successful generation
+        5. Show download window
         """
         self.ensure_one()
 
@@ -394,35 +377,26 @@ class FusionCentralExportWizard(models.TransientModel):
         if not self.vendor_code:
             raise UserError(_("Please enter a vendor code."))
 
-        # Generate filename first
         filename = self._get_export_filename()
 
-        # Check for existing file with same name BEFORE generating content
         file_exists, existing_files = self._check_existing_file(filename)
 
-        # Generate content - this includes all validation and verification
-        # If verification fails, UserError is raised and we don't save anything
         content, line_count, warnings = self._generate_export_content()
 
-        # If we got here, content generation was successful (no errors)
         file_data = base64.b64encode(content.encode('utf-8'))
 
-        # Add warning if file already exists
         if file_exists:
             warnings.append(
-                f"WARNING: A file with the name '{filename}' already exists in Documents.\n"
+                f"WARNING: A file with the name '{filename}' already exists in Export Files.\n"
                 f"Existing files: {', '.join(existing_files)}\n"
                 f"ADP does not accept renamed files. You will need to manually rename "
                 f"before submitting if this is a resubmission."
             )
 
-        # Build warnings text BEFORE saving (so user sees the warning)
         warnings_text = '\n'.join(warnings) if warnings else ''
 
-        # Now save to Documents (only after successful generation)
+        saved = self._save_to_export_records(filename, file_data, line_count)
-        saved = self._save_to_documents(filename, content)
 
-        # Update invoices as exported
         for invoice in self.invoice_ids:
             invoice.write({
                 'adp_exported': True,
@@ -430,20 +404,16 @@ class FusionCentralExportWizard(models.TransientModel):
                 'adp_export_count': invoice.adp_export_count + 1,
             })
 
-        # Build summary
         summary = _("Exported %d lines from %d invoices.") % (line_count, len(self.invoice_ids))
         if saved:
-            summary += "\n" + _("File saved to Documents: ADP Billing Files/%s/%s/") % (
+            summary += "\n" + _("File saved to Fusion Claims > ADP > Export Files.")
-                date.today().year, date.today().strftime('%B')
-            )
 
-        # Update wizard with results
         self.write({
             'export_file': file_data,
             'export_filename': filename,
             'state': 'done',
             'export_summary': summary,
-            'saved_to_documents': saved,
+            'saved_to_export_records': saved,
             'warnings': warnings_text,
         })
 
@@ -455,163 +425,28 @@ class FusionCentralExportWizard(models.TransientModel):
             'target': 'new',
         }
 
-    def _save_to_documents(self, filename, content):
+    def _save_to_export_records(self, filename, file_data, line_count):
-        """Save export file to Documents app if available."""
+        """Save export file to the ADP Export Records model (filestore-backed)."""
-        if 'documents.document' not in self.env:
-            return False
-        
         try:
-            Documents = self.env['documents.document']
+            ExportRecord = self.env['fusion_claims.adp.export.record']
+            posting_date = ExportRecord._get_current_posting_date(self.export_date)
 
-            # Get or create folder structure (in Company workspace)
+            ExportRecord.create({
-            folder = self._get_or_create_documents_folder()
-            if not folder:
-                return False
-            
-            # Create document in the Company workspace folder
-            # Don't set company_id or owner_id - inherits from folder (Company workspace)
-            Documents.sudo().create({
                 'name': filename,
-                'type': 'binary',
+                'filename': filename,
-                'datas': base64.b64encode(content.encode('utf-8')),
+                'file_data': file_data,
-                'folder_id': folder.id,
+                'export_date': fields.Datetime.now(),
-                'access_internal': 'edit',  # Allow internal users to access
+                'posting_period_date': posting_date,
+                'vendor_code': self.vendor_code,
+                'line_count': line_count,
+                'invoice_ids': [(6, 0, self.invoice_ids.ids)],
+                'user_id': self.env.uid,
+                'company_id': self.env.company.id,
             })
 
-            _logger.info("Saved ADP export to Documents: %s", filename)
+            _logger.info("Saved ADP export record: %s", filename)
             return True
 
         except Exception as e:
-            _logger.warning("Could not save to Documents: %s", str(e))
+            _logger.error("Could not save ADP export record: %s", str(e))
             return False
-
-    def _get_or_create_documents_folder(self):
-        """Get or create the ADP Billing Files folder structure."""
-        if 'documents.document' not in self.env:
-            return False
-        
-        try:
-            # Odoo 18/19 stores folders as documents.document with type='folder'
-            # The documents.folder model doesn't exist in newer versions
-            return self._get_or_create_folder_v18()
-        except Exception as e:
-            _logger.warning("Could not create folder: %s", str(e))
-            return False
-
-    def _get_or_create_folder_v18(self):
-        """Get or create folders for Odoo 18+.
-        
-        In Odoo 18/19, folders are stored as documents.document records with type='folder'.
-        To make folders appear in Company workspace (not My Drive), we need:
-        - company_id = False (not set)
-        - owner_id = False (not set)  
-        - access_internal = 'edit' (allows internal users to access)
-        """
-        Document = self.env['documents.document']
-        today = date.today()
-        
-        # Root folder: ADP Billing Files (in Company workspace)
-        root_folder = Document.search([
-            ('name', 'ilike', 'ADP Billing Files'),
-            ('type', '=', 'folder'),
-            ('folder_id', '=', False),  # Root level folder
-        ], limit=1)
-        
-        if not root_folder:
-            root_folder = Document.sudo().create({
-                'name': 'ADP Billing Files',
-                'type': 'folder',
-                'access_internal': 'edit',  # Company workspace access
-                'access_via_link': 'none',
-                # Don't set company_id or owner_id - makes it a Company folder
-            })
-        
-        # Year folder
-        year_name = str(today.year)
-        year_folder = Document.search([
-            ('name', 'ilike', year_name),
-            ('type', '=', 'folder'),
-            ('folder_id', '=', root_folder.id),
-        ], limit=1)
-        
-        if not year_folder:
-            year_folder = Document.sudo().create({
-                'name': year_name,
-                'type': 'folder',
-                'folder_id': root_folder.id,
-                'access_internal': 'edit',
-                'access_via_link': 'none',
-            })
-        
-        # Month folder
-        month_name = today.strftime('%B')
-        month_folder = Document.search([
-            ('name', 'ilike', month_name),
-            ('type', '=', 'folder'),
-            ('folder_id', '=', year_folder.id),
-        ], limit=1)
-        
-        if not month_folder:
-            month_folder = Document.sudo().create({
-                'name': month_name,
-                'type': 'folder',
-                'folder_id': year_folder.id,
-                'access_internal': 'edit',
-                'access_via_link': 'none',
-            })
-        
-        return month_folder
-
-    def _get_or_create_folder_legacy(self):
-        """Get or create folders for older Odoo versions."""
-        Documents = self.env['documents.document']
-        company = self.env.company
-        today = date.today()
-        
-        # Root folder
-        root_folder = Documents.search([
-            ('name', '=', 'ADP Billing Files'),
-            ('type', '=', 'folder'),
-            ('company_id', '=', company.id),
-        ], limit=1)
-        
-        if not root_folder:
-            root_folder = Documents.create({
-                'name': 'ADP Billing Files',
-                'type': 'folder',
-                'company_id': company.id,
-            })
-        
-        # Year folder
-        year_name = str(today.year)
-        year_folder = Documents.search([
-            ('name', '=', year_name),
-            ('type', '=', 'folder'),
-            ('folder_id', '=', root_folder.id),
-        ], limit=1)
-        
-        if not year_folder:
-            year_folder = Documents.create({
-                'name': year_name,
-                'type': 'folder',
-                'folder_id': root_folder.id,
-                'company_id': company.id,
-            })
-        
-        # Month folder
-        month_name = today.strftime('%B')
-        month_folder = Documents.search([
-            ('name', '=', month_name),
-            ('type', '=', 'folder'),
-            ('folder_id', '=', year_folder.id),
-        ], limit=1)
-        
-        if not month_folder:
-            month_folder = Documents.create({
-                'name': month_name,
-                'type': 'folder',
-                'folder_id': year_folder.id,
-                'company_id': company.id,
-            })
-        
-        return month_folder

fusion_claims/wizard/adp_export_wizard_views.xml

@@ -40,13 +40,13 @@
                         <field name="export_file" filename="export_filename" readonly="1"/>
                     </group>
                     
-                    <div class="text-muted small" invisible="not saved_to_documents">
+                    <div class="text-muted small" invisible="not saved_to_export_records">
-                        <i class="fa fa-folder-open"/> File also saved to Documents app
+                        <i class="fa fa-folder-open"/> File saved to Fusion Claims &gt; ADP &gt; Export Files
                     </div>
                 </group>
                 
                 <field name="state" invisible="1"/>
-                <field name="saved_to_documents" invisible="1"/>
+                <field name="saved_to_export_records" invisible="1"/>
                 <field name="warnings" invisible="1"/>
                 
                 <footer>