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