71f39c8d33
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
49 lines
1.8 KiB
Python
49 lines
1.8 KiB
Python
{
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'name': 'Fusion Accounting — Documents Bridge',
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'version': '19.0.1.0.0',
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'category': 'Accounting/Accounting',
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'summary': 'Bridges the Documents app to Accounting: route scanned bills into vendor invoices.',
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'description': """
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Fusion Accounting — Documents Bridge
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====================================
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A Fusion-native replacement for Enterprise's ``documents_account`` module.
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Adds:
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- ``documents.document.move_id`` — Many2one to the linked accounting move.
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- ``documents.document.is_invoice_candidate`` — computed flag for PDFs/images
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not yet linked to a move.
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- ``documents.document.action_create_invoice()`` — opens a wizard that
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creates a draft vendor bill and copies the document's binary as an
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attachment on the new ``account.move``.
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- ``account.move.source_document_ids`` — reverse linkage with a stat button
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on the invoice form.
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- A ``fusion.create.invoice.from.document.wizard`` model + form view.
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- A server action bound to ``documents.document`` so the workflow is
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reachable from the Documents Actions menu (the Documents app uses
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kanban/list views without a regular form view to inherit from).
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Auto-installs when ``documents`` and ``fusion_accounting_core`` are both
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present.
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""",
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'author': 'Nexa Systems Inc.',
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'license': 'LGPL-3',
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'depends': [
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'fusion_accounting_core',
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'account',
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'documents',
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],
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'data': [
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'security/ir.model.access.csv',
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'wizards/create_invoice_from_document_views.xml',
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'views/documents_document_views.xml',
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'views/account_move_views.xml',
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'data/server_actions_data.xml',
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],
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'auto_install': ['documents', 'fusion_accounting_core'],
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'installable': True,
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'application': False,
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'icon': '/fusion_accounting_documents/static/description/icon.png',
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}
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