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112 lines
4.2 KiB
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=====================================
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Auto classify files into embedded DMS
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=====================================
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..
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! source digest: sha256:a65d244a6d0320c99621795ff3fffea604365b53e38b35a93fffe1e00b375d28
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
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:target: https://odoo-community.org/page/development-status
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:alt: Beta
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.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
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:alt: License: AGPL-3
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.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fdms-lightgray.png?logo=github
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:target: https://github.com/OCA/dms/tree/16.0/dms_field_auto_classification
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:alt: OCA/dms
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.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
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:target: https://translation.odoo-community.org/projects/dms-16-0/dms-16-0-dms_field_auto_classification
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:alt: Translate me on Weblate
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.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
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:target: https://runboat.odoo-community.org/builds?repo=OCA/dms&target_branch=16.0
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:alt: Try me on Runboat
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|badge1| |badge2| |badge3| |badge4| |badge5|
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Automatically classify files within a .zip file to the corresponding directory(s)
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related to an embedded DMS.
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**Table of contents**
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.. contents::
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:local:
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Configuration
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=============
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#. Go to `Documents / Configuration / Classification Templates` and create or edit a template.
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#. You can set a model to which it is linked (res.partner for example).
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#. You can define the details to indicate which field is referenced by the defined filename pattern.
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Full example from res.partner:
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Filename pattern: ([0-9]{8}[A-Z]).*.pdf
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Details: VAT (field) and 0 (index)
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Directory Pattern example 1: {0} > This will attempt to add the files to the directory linked to the partner with the VAT name.
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Directory Pattern example 2: {0} / Misc > This will attempt to add the files to the "Misc" subdirectory linked to the partner with the VAT name.
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Usage
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=====
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#. Go to `Documents / Auto Classification` and select a template and a .zip file.
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#. Press the `Analyze` button
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#. As many lines will be set as the number of files contained in the .zip file and apply the filename pattern.
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#. The record to which they are related (res.partner for example) will be show on the lines.
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#. Press the `Classify` button
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#. The files (dms.file) will be created in the corresponding directories.
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Bug Tracker
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===========
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/dms/issues>`_.
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In case of trouble, please check there if your issue has already been reported.
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If you spotted it first, help us to smash it by providing a detailed and welcomed
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`feedback <https://github.com/OCA/dms/issues/new?body=module:%20dms_field_auto_classification%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
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Do not contact contributors directly about support or help with technical issues.
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Credits
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=======
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Authors
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~~~~~~~
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* Tecnativa
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Contributors
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~~~~~~~~~~~~
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* `Tecnativa <https://www.tecnativa.com>`_:
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* Víctor Martínez
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* Pedro M. Baeza
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Maintainers
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~~~~~~~~~~~
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This module is maintained by the OCA.
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.. image:: https://odoo-community.org/logo.png
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:alt: Odoo Community Association
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:target: https://odoo-community.org
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OCA, or the Odoo Community Association, is a nonprofit organization whose
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mission is to support the collaborative development of Odoo features and
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promote its widespread use.
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.. |maintainer-victoralmau| image:: https://github.com/victoralmau.png?size=40px
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:target: https://github.com/victoralmau
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:alt: victoralmau
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Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
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|maintainer-victoralmau|
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This module is part of the `OCA/dms <https://github.com/OCA/dms/tree/16.0/dms_field_auto_classification>`_ project on GitHub.
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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