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# Auto classify documents into DMS
Odoo addon: dms_auto_classification
## Installation
```bash
pip install odoo-bringout-oca-dms-dms_auto_classification
```
## Dependencies
This addon depends on:
- dms
## Manifest Information
- **Name**: Auto classify documents into DMS
- **Version**: 16.0.1.1.1
- **Category**: Document Management
- **License**: AGPL-3
- **Installable**: True
## Source
Based on [OCA/dms](https://github.com/OCA/dms) branch 16.0, addon `dms_auto_classification`.
## License
This package maintains the original AGPL-3 license from the upstream Odoo project.
## Documentation
- Overview: doc/OVERVIEW.md
- Architecture: doc/ARCHITECTURE.md
- Models: doc/MODELS.md
- Controllers: doc/CONTROLLERS.md
- Wizards: doc/WIZARDS.md
- Install: doc/INSTALL.md
- Usage: doc/USAGE.md
- Configuration: doc/CONFIGURATION.md
- Dependencies: doc/DEPENDENCIES.md
- Troubleshooting: doc/TROUBLESHOOTING.md
- FAQ: doc/FAQ.md

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================================
Auto classify documents into DMS
================================
..
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! source digest: sha256:4b8df517cdad94a806c89521ecfd60b1505a9bf4f71ac75b281321313237b66e
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
:target: https://odoo-community.org/page/development-status
:alt: Beta
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
:alt: License: AGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fdms-lightgray.png?logo=github
:target: https://github.com/OCA/dms/tree/16.0/dms_auto_classification
:alt: OCA/dms
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
:target: https://translation.odoo-community.org/projects/dms-16-0/dms-16-0-dms_auto_classification
:alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
:target: https://runboat.odoo-community.org/builds?repo=OCA/dms&target_branch=16.0
:alt: Try me on Runboat
|badge1| |badge2| |badge3| |badge4| |badge5|
Automatically classify files within a .zip file to the corresponding DMS directory(s).
**Table of contents**
.. contents::
:local:
Configuration
=============
#. Go to `Documents / Configuration / Classification Templates` and create a new template.
#. You can set patterns (regex expressions) for filenames and directories.
Example of filename pattern to use only .txt files: .txt$
Directory pattern example 1: Documents
Directory pattern example 1: Documents / Data
If the pattern doesn't contain path separators (/), the file name will be search across
all the subdirectories.
Usage
=====
#. Go to `Documents / Auto Classification` and select a template and a .zip file.
#. Press the `Analyze` button
#. As many lines will be set as the number of files contained in the .zip file and apply the filename pattern.
#. The full path to the file will be displayed in each detail line.
#. Press the `Classify` button
#. The files (dms.file) will be created in the corresponding directories.
Bug Tracker
===========
Bugs are tracked on `GitHub Issues <https://github.com/OCA/dms/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
`feedback <https://github.com/OCA/dms/issues/new?body=module:%20dms_auto_classification%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
Do not contact contributors directly about support or help with technical issues.
Credits
=======
Authors
~~~~~~~
* Tecnativa
Contributors
~~~~~~~~~~~~
* `Tecnativa <https://www.tecnativa.com>`_:
* Víctor Martínez
* Pedro M. Baeza
Maintainers
~~~~~~~~~~~
This module is maintained by the OCA.
.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org
OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.
.. |maintainer-victoralmau| image:: https://github.com/victoralmau.png?size=40px
:target: https://github.com/victoralmau
:alt: victoralmau
Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
|maintainer-victoralmau|
This module is part of the `OCA/dms <https://github.com/OCA/dms/tree/16.0/dms_auto_classification>`_ project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

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odoo-bringout-oca-dms-dms_auto_classification/dms_auto_classification/__init__.py Normal file
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# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
from . import models
from . import wizards

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# Copyright 2024 Tecnativa - Víctor Martínez
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
{
"name": "Auto classify documents into DMS",
"version": "16.0.1.1.1",
"category": "Document Management",
"website": "https://github.com/OCA/dms",
"author": "Tecnativa, Odoo Community Association (OCA)",
"license": "AGPL-3",
"depends": ["dms"],
"installable": True,
"data": [
"security/ir.model.access.csv",
"security/security.xml",
"views/dms_classification_template_views.xml",
"wizards/wizard_dms_classification_views.xml",
],
"demo": ["demo/dms_classification_template_demo.xml"],
"maintainers": ["victoralmau"],
}

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<?xml version="1.0" encoding="utf-8" ?>
<odoo>
<record
id="dms_classification_template_documents"
model="dms.classification.template"
>
<field name="name">Documents template</field>
<field name="filename_pattern">.txt$</field>
<field name="directory_pattern">Documents</field>
</record>
</odoo>

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# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * dms_auto_classification
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 16.0\n"
"Report-Msgid-Bugs-To: \n"
"Last-Translator: \n"
"Language-Team: \n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: \n"
"Plural-Forms: \n"
#. module: dms_auto_classification
#: model:ir.model.fields.selection,name:dms_auto_classification.selection__wizard_dms_classification__state__analyze
#: model_terms:ir.ui.view,arch_db:dms_auto_classification.view_wizard_dms_classification_form
msgid "Analyze"
msgstr "Analiziraj"
#. module: dms_auto_classification
#: model:ir.actions.act_window,name:dms_auto_classification.action_wizard_dms_classification
#: model:ir.ui.menu,name:dms_auto_classification.menu_wizard_dms_classification
msgid "Auto Classification"
msgstr "Automatska klasifikacija"
#. module: dms_auto_classification
#: model_terms:ir.ui.view,arch_db:dms_auto_classification.view_wizard_dms_classification_form
msgid "Cancel"
msgstr "Otkaži"
#. module: dms_auto_classification
#: model:ir.actions.act_window,name:dms_auto_classification.action_dms_classification_template
#: model:ir.ui.menu,name:dms_auto_classification.menu_dms_classification_template
msgid "Classification Templates"
msgstr "Šabloni klasifikacije"
#. module: dms_auto_classification
#: model:ir.model.fields.selection,name:dms_auto_classification.selection__wizard_dms_classification_detail__state__classified
msgid "Classified"
msgstr "Klasifikovano"
#. module: dms_auto_classification
#: model_terms:ir.ui.view,arch_db:dms_auto_classification.view_wizard_dms_classification_form
msgid "Classify"
msgstr "Klasifikuj"
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_dms_classification_template__company_id
msgid "Company"
msgstr "Preduzeće"
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_dms_classification_template__create_uid
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification__create_uid
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification_detail__create_uid
msgid "Created by"
msgstr "Kreirao"
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_dms_classification_template__create_date
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification__create_date
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification_detail__create_date
msgid "Created on"
msgstr "Kreirano"
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification__data_filename
msgid "Data Filename"
msgstr "Naziv datoteke podataka"
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification__detail_ids
#: model_terms:ir.ui.view,arch_db:dms_auto_classification.view_wizard_dms_classification_form
msgid "Details"
msgstr "Detalji"
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification_detail__directory_id
msgid "Directory"
msgstr "Imenik"
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_dms_classification_template__directory_pattern
msgid "Directory Pattern"
msgstr "Uzorak direktorija"
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_dms_classification_template__display_name
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification__display_name
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification_detail__display_name
msgid "Display Name"
msgstr "Prikazani naziv"
#. module: dms_auto_classification
#: model:ir.model,name:dms_auto_classification.model_dms_classification_template
msgid "Dms Classification Template"
msgstr "DMS šablon klasifikacije"
#. module: dms_auto_classification
#: model:ir.model.fields.selection,name:dms_auto_classification.selection__wizard_dms_classification__state__draft
msgid "Draft"
msgstr "U pripremi"
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification__data_file
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification_detail__file_id
msgid "File"
msgstr "Datoteka"
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification_detail__data_file
msgid "File content"
msgstr "Sadržaj datoteke"
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification_detail__file_name
#: model_terms:ir.ui.view,arch_db:dms_auto_classification.view_wizard_dms_classification_form
msgid "File name"
msgstr "Naziv datoteke"
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_dms_classification_template__filename_pattern
msgid "Filename Pattern"
msgstr "Uzorak naziva datoteke"
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification_detail__full_path
msgid "Full path"
msgstr "Puna putanja"
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_dms_classification_template__id
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification__id
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification_detail__id
msgid "ID"
msgstr "ID"
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_dms_classification_template____last_update
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification____last_update
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification_detail____last_update
msgid "Last Modified on"
msgstr "Zadnje mijenjano"
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_dms_classification_template__write_uid
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification__write_uid
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification_detail__write_uid
msgid "Last Updated by"
msgstr "Zadnji ažurirao"
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_dms_classification_template__write_date
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification__write_date
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification_detail__write_date
msgid "Last Updated on"
msgstr "Zadnje ažurirano"
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_dms_classification_template__name
msgid "Name"
msgstr "Naziv:"
#. module: dms_auto_classification
#. odoo-python
#: code:addons/dms_auto_classification/wizards/wizard_dms_classification.py:0
#, python-format
msgid "Only .zip files are allowed"
msgstr "Samo .zip datoteke su dozvoljene"
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification_detail__parent_id
msgid "Parent"
msgstr "Nasljeđeni"
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_dms_classification_template__sequence
msgid "Sequence"
msgstr "Sekvenca"
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification__state
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification_detail__state
msgid "State"
msgstr "Status"
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification__template_id
msgid "Template"
msgstr "Prijedlog"
#. module: dms_auto_classification
#: model:ir.model.fields.selection,name:dms_auto_classification.selection__wizard_dms_classification_detail__state__to_classify
msgid "To classify"
msgstr "Za klasifikaciju"
#. module: dms_auto_classification
#: model:ir.model,name:dms_auto_classification.model_wizard_dms_classification
msgid "Wizard Dms Classification"
msgstr "Čarobnjak DMS klasifikacije"
#. module: dms_auto_classification
#: model:ir.model,name:dms_auto_classification.model_wizard_dms_classification_detail
msgid "Wizard Dms Classification Detail"
msgstr "Detalj čarobnjaka DMS klasifikacije"

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# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * dms_auto_classification
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 16.0\n"
"Report-Msgid-Bugs-To: \n"
"Last-Translator: \n"
"Language-Team: \n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: \n"
"Plural-Forms: \n"
#. module: dms_auto_classification
#: model:ir.model.fields.selection,name:dms_auto_classification.selection__wizard_dms_classification__state__analyze
#: model_terms:ir.ui.view,arch_db:dms_auto_classification.view_wizard_dms_classification_form
msgid "Analyze"
msgstr ""
#. module: dms_auto_classification
#: model:ir.actions.act_window,name:dms_auto_classification.action_wizard_dms_classification
#: model:ir.ui.menu,name:dms_auto_classification.menu_wizard_dms_classification
msgid "Auto Classification"
msgstr ""
#. module: dms_auto_classification
#: model_terms:ir.ui.view,arch_db:dms_auto_classification.view_wizard_dms_classification_form
msgid "Cancel"
msgstr ""
#. module: dms_auto_classification
#: model:ir.actions.act_window,name:dms_auto_classification.action_dms_classification_template
#: model:ir.ui.menu,name:dms_auto_classification.menu_dms_classification_template
msgid "Classification Templates"
msgstr ""
#. module: dms_auto_classification
#: model:ir.model.fields.selection,name:dms_auto_classification.selection__wizard_dms_classification_detail__state__classified
msgid "Classified"
msgstr ""
#. module: dms_auto_classification
#: model_terms:ir.ui.view,arch_db:dms_auto_classification.view_wizard_dms_classification_form
msgid "Classify"
msgstr ""
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_dms_classification_template__company_id
msgid "Company"
msgstr ""
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_dms_classification_template__create_uid
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification__create_uid
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification_detail__create_uid
msgid "Created by"
msgstr ""
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_dms_classification_template__create_date
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification__create_date
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification_detail__create_date
msgid "Created on"
msgstr ""
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification__data_filename
msgid "Data Filename"
msgstr ""
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification__detail_ids
#: model_terms:ir.ui.view,arch_db:dms_auto_classification.view_wizard_dms_classification_form
msgid "Details"
msgstr ""
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification_detail__directory_id
msgid "Directory"
msgstr ""
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_dms_classification_template__directory_pattern
msgid "Directory Pattern"
msgstr ""
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_dms_classification_template__display_name
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification__display_name
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification_detail__display_name
msgid "Display Name"
msgstr ""
#. module: dms_auto_classification
#: model:ir.model,name:dms_auto_classification.model_dms_classification_template
msgid "Dms Classification Template"
msgstr ""
#. module: dms_auto_classification
#: model:ir.model.fields.selection,name:dms_auto_classification.selection__wizard_dms_classification__state__draft
msgid "Draft"
msgstr ""
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification__data_file
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification_detail__file_id
msgid "File"
msgstr ""
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification_detail__data_file
msgid "File content"
msgstr ""
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification_detail__file_name
#: model_terms:ir.ui.view,arch_db:dms_auto_classification.view_wizard_dms_classification_form
msgid "File name"
msgstr ""
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_dms_classification_template__filename_pattern
msgid "Filename Pattern"
msgstr ""
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification_detail__full_path
msgid "Full path"
msgstr ""
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_dms_classification_template__id
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification__id
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification_detail__id
msgid "ID"
msgstr ""
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_dms_classification_template____last_update
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification____last_update
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification_detail____last_update
msgid "Last Modified on"
msgstr ""
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_dms_classification_template__write_uid
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification__write_uid
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification_detail__write_uid
msgid "Last Updated by"
msgstr ""
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_dms_classification_template__write_date
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification__write_date
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification_detail__write_date
msgid "Last Updated on"
msgstr ""
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_dms_classification_template__name
msgid "Name"
msgstr ""
#. module: dms_auto_classification
#. odoo-python
#: code:addons/dms_auto_classification/wizards/wizard_dms_classification.py:0
#, python-format
msgid "Only .zip files are allowed"
msgstr ""
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification_detail__parent_id
msgid "Parent"
msgstr ""
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_dms_classification_template__sequence
msgid "Sequence"
msgstr ""
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification__state
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification_detail__state
msgid "State"
msgstr ""
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification__template_id
msgid "Template"
msgstr ""
#. module: dms_auto_classification
#: model:ir.model.fields.selection,name:dms_auto_classification.selection__wizard_dms_classification_detail__state__to_classify
msgid "To classify"
msgstr ""
#. module: dms_auto_classification
#: model:ir.model,name:dms_auto_classification.model_wizard_dms_classification
msgid "Wizard Dms Classification"
msgstr ""
#. module: dms_auto_classification
#: model:ir.model,name:dms_auto_classification.model_wizard_dms_classification_detail
msgid "Wizard Dms Classification Detail"
msgstr ""

211
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# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * dms_auto_classification
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 15.0\n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2024-02-05 08:37+0000\n"
"PO-Revision-Date: 2024-04-22 16:36+0000\n"
"Last-Translator: Víctor Martínez <victor.martinez@tecnativa.com>\n"
"Language-Team: \n"
"Language: es\n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: 8bit\n"
"Plural-Forms: nplurals=2; plural=n != 1;\n"
"X-Generator: Weblate 4.17\n"
#. module: dms_auto_classification
#: model:ir.model.fields.selection,name:dms_auto_classification.selection__wizard_dms_classification__state__analyze
#: model_terms:ir.ui.view,arch_db:dms_auto_classification.view_wizard_dms_classification_form
msgid "Analyze"
msgstr "Analizar"
#. module: dms_auto_classification
#: model:ir.actions.act_window,name:dms_auto_classification.action_wizard_dms_classification
#: model:ir.ui.menu,name:dms_auto_classification.menu_wizard_dms_classification
msgid "Auto Classification"
msgstr "Auto-clasificación"
#. module: dms_auto_classification
#: model_terms:ir.ui.view,arch_db:dms_auto_classification.view_wizard_dms_classification_form
msgid "Cancel"
msgstr "Cancelar"
#. module: dms_auto_classification
#: model:ir.actions.act_window,name:dms_auto_classification.action_dms_classification_template
#: model:ir.ui.menu,name:dms_auto_classification.menu_dms_classification_template
msgid "Classification Templates"
msgstr "Plantillas de clasificación"
#. module: dms_auto_classification
#: model:ir.model.fields.selection,name:dms_auto_classification.selection__wizard_dms_classification_detail__state__classified
msgid "Classified"
msgstr "Clasificado"
#. module: dms_auto_classification
#: model_terms:ir.ui.view,arch_db:dms_auto_classification.view_wizard_dms_classification_form
msgid "Classify"
msgstr "Clasificar"
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_dms_classification_template__company_id
msgid "Company"
msgstr "Compañía"
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_dms_classification_template__create_uid
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification__create_uid
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification_detail__create_uid
msgid "Created by"
msgstr "Creado por"
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_dms_classification_template__create_date
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification__create_date
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification_detail__create_date
msgid "Created on"
msgstr "Creado el"
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification__data_filename
msgid "Data Filename"
msgstr ""
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification__detail_ids
#: model_terms:ir.ui.view,arch_db:dms_auto_classification.view_wizard_dms_classification_form
msgid "Details"
msgstr "Detalles"
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification_detail__directory_id
msgid "Directory"
msgstr "Directorio"
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_dms_classification_template__directory_pattern
msgid "Directory Pattern"
msgstr "Patrón del directorio"
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_dms_classification_template__display_name
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification__display_name
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification_detail__display_name
msgid "Display Name"
msgstr "Nombre a Mostrar"
#. module: dms_auto_classification
#: model:ir.model,name:dms_auto_classification.model_dms_classification_template
msgid "Dms Classification Template"
msgstr "Plantilla de clasificación Dms"
#. module: dms_auto_classification
#: model:ir.model.fields.selection,name:dms_auto_classification.selection__wizard_dms_classification__state__draft
msgid "Draft"
msgstr "Borrador"
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification__data_file
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification_detail__file_id
msgid "File"
msgstr "Archivo"
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification_detail__data_file
msgid "File content"
msgstr ""
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification_detail__file_name
#: model_terms:ir.ui.view,arch_db:dms_auto_classification.view_wizard_dms_classification_form
msgid "File name"
msgstr "Nombre de archivo"
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_dms_classification_template__filename_pattern
msgid "Filename Pattern"
msgstr "Patrón de nombre de archivo"
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification_detail__full_path
msgid "Full path"
msgstr ""
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_dms_classification_template__id
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification__id
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification_detail__id
msgid "ID"
msgstr "ID"
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_dms_classification_template____last_update
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification____last_update
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification_detail____last_update
msgid "Last Modified on"
msgstr "Última Modificación el"
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_dms_classification_template__write_uid
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification__write_uid
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification_detail__write_uid
msgid "Last Updated by"
msgstr "Última Actualización por"
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_dms_classification_template__write_date
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification__write_date
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification_detail__write_date
msgid "Last Updated on"
msgstr "Ultima actualización el"
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_dms_classification_template__name
msgid "Name"
msgstr "Nombre"
#. module: dms_auto_classification
#. odoo-python
#: code:addons/dms_auto_classification/wizards/wizard_dms_classification.py:0
#, python-format
msgid "Only .zip files are allowed"
msgstr "Solo se permiten archivos .zip"
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification_detail__parent_id
msgid "Parent"
msgstr "Padre"
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_dms_classification_template__sequence
msgid "Sequence"
msgstr "Secuencia"
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification__state
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification_detail__state
msgid "State"
msgstr "Estado"
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification__template_id
msgid "Template"
msgstr "Plantilla"
#. module: dms_auto_classification
#: model:ir.model.fields.selection,name:dms_auto_classification.selection__wizard_dms_classification_detail__state__to_classify
msgid "To classify"
msgstr "A clasificar"
#. module: dms_auto_classification
#: model:ir.model,name:dms_auto_classification.model_wizard_dms_classification
msgid "Wizard Dms Classification"
msgstr "Asistente Dms Clasificación"
#. module: dms_auto_classification
#: model:ir.model,name:dms_auto_classification.model_wizard_dms_classification_detail
msgid "Wizard Dms Classification Detail"
msgstr "Asistente de Clasificación Dms Detalle"

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# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * dms_auto_classification
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 16.0\n"
"Report-Msgid-Bugs-To: \n"
"PO-Revision-Date: 2024-10-03 10:06+0000\n"
"Last-Translator: mymage <stefano.consolaro@mymage.it>\n"
"Language-Team: none\n"
"Language: it\n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: \n"
"Plural-Forms: nplurals=2; plural=n != 1;\n"
"X-Generator: Weblate 5.6.2\n"
#. module: dms_auto_classification
#: model:ir.model.fields.selection,name:dms_auto_classification.selection__wizard_dms_classification__state__analyze
#: model_terms:ir.ui.view,arch_db:dms_auto_classification.view_wizard_dms_classification_form
msgid "Analyze"
msgstr "Analizza"
#. module: dms_auto_classification
#: model:ir.actions.act_window,name:dms_auto_classification.action_wizard_dms_classification
#: model:ir.ui.menu,name:dms_auto_classification.menu_wizard_dms_classification
msgid "Auto Classification"
msgstr "Classificazione automatica"
#. module: dms_auto_classification
#: model_terms:ir.ui.view,arch_db:dms_auto_classification.view_wizard_dms_classification_form
msgid "Cancel"
msgstr "Annulla"
#. module: dms_auto_classification
#: model:ir.actions.act_window,name:dms_auto_classification.action_dms_classification_template
#: model:ir.ui.menu,name:dms_auto_classification.menu_dms_classification_template
msgid "Classification Templates"
msgstr "Modello classificazione"
#. module: dms_auto_classification
#: model:ir.model.fields.selection,name:dms_auto_classification.selection__wizard_dms_classification_detail__state__classified
msgid "Classified"
msgstr "Classificato"
#. module: dms_auto_classification
#: model_terms:ir.ui.view,arch_db:dms_auto_classification.view_wizard_dms_classification_form
msgid "Classify"
msgstr "Classifica"
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_dms_classification_template__company_id
msgid "Company"
msgstr "Azienda"
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_dms_classification_template__create_uid
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification__create_uid
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification_detail__create_uid
msgid "Created by"
msgstr "Creato da"
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_dms_classification_template__create_date
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification__create_date
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification_detail__create_date
msgid "Created on"
msgstr "Creato il"
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification__data_filename
msgid "Data Filename"
msgstr "Nome file dati"
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification__detail_ids
#: model_terms:ir.ui.view,arch_db:dms_auto_classification.view_wizard_dms_classification_form
msgid "Details"
msgstr "Dettagli"
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification_detail__directory_id
msgid "Directory"
msgstr "Cartella"
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_dms_classification_template__directory_pattern
msgid "Directory Pattern"
msgstr "Schema cartella"
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_dms_classification_template__display_name
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification__display_name
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification_detail__display_name
msgid "Display Name"
msgstr "Nome visualizzato"
#. module: dms_auto_classification
#: model:ir.model,name:dms_auto_classification.model_dms_classification_template
msgid "Dms Classification Template"
msgstr "Modello classificazione DMS"
#. module: dms_auto_classification
#: model:ir.model.fields.selection,name:dms_auto_classification.selection__wizard_dms_classification__state__draft
msgid "Draft"
msgstr "Bozza"
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification__data_file
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification_detail__file_id
msgid "File"
msgstr "File"
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification_detail__data_file
msgid "File content"
msgstr "Contenuto file"
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification_detail__file_name
#: model_terms:ir.ui.view,arch_db:dms_auto_classification.view_wizard_dms_classification_form
msgid "File name"
msgstr "Nome file"
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_dms_classification_template__filename_pattern
msgid "Filename Pattern"
msgstr "Schema nome file"
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification_detail__full_path
msgid "Full path"
msgstr "Percorso completo"
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_dms_classification_template__id
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification__id
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification_detail__id
msgid "ID"
msgstr "ID"
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_dms_classification_template____last_update
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification____last_update
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification_detail____last_update
msgid "Last Modified on"
msgstr "Ultima modifica il"
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_dms_classification_template__write_uid
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification__write_uid
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification_detail__write_uid
msgid "Last Updated by"
msgstr "Ultimo aggiornamento di"
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_dms_classification_template__write_date
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification__write_date
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification_detail__write_date
msgid "Last Updated on"
msgstr "Ultimo aggiornamento il"
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_dms_classification_template__name
msgid "Name"
msgstr "Nome"
#. module: dms_auto_classification
#. odoo-python
#: code:addons/dms_auto_classification/wizards/wizard_dms_classification.py:0
#, python-format
msgid "Only .zip files are allowed"
msgstr "Sono consentiti solo file .zip"
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification_detail__parent_id
msgid "Parent"
msgstr "Padre"
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_dms_classification_template__sequence
msgid "Sequence"
msgstr "Sequenza"
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification__state
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification_detail__state
msgid "State"
msgstr "Stato"
#. module: dms_auto_classification
#: model:ir.model.fields,field_description:dms_auto_classification.field_wizard_dms_classification__template_id
msgid "Template"
msgstr "Modello"
#. module: dms_auto_classification
#: model:ir.model.fields.selection,name:dms_auto_classification.selection__wizard_dms_classification_detail__state__to_classify
msgid "To classify"
msgstr "Da classificare"
#. module: dms_auto_classification
#: model:ir.model,name:dms_auto_classification.model_wizard_dms_classification
msgid "Wizard Dms Classification"
msgstr "Procedura guidata classificazione DMS"
#. module: dms_auto_classification
#: model:ir.model,name:dms_auto_classification.model_wizard_dms_classification_detail
msgid "Wizard Dms Classification Detail"
msgstr "Procedura guidata dettagli classificazione DMS"

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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
from . import dms_classification_template

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# Copyright 2024 Tecnativa - Víctor Martínez
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
from odoo import fields, models
class DmsClassificationTemplate(models.Model):
_name = "dms.classification.template"
_order = "sequence,name,id"
_description = "Dms Classification Template"
name = fields.Char(required=True)
sequence = fields.Integer(required=True, default=10)
company_id = fields.Many2one(
comodel_name="res.company",
string="Company",
store=True,
index=True,
)
filename_pattern = fields.Char()
directory_pattern = fields.Char()

9
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#. Go to `Documents / Configuration / Classification Templates` and create a new template.
#. You can set patterns (regex expressions) for filenames and directories.
Example of filename pattern to use only .txt files: .txt$
Directory pattern example 1: Documents
Directory pattern example 1: Documents / Data
If the pattern doesn't contain path separators (/), the file name will be search across
all the subdirectories.

4
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* `Tecnativa <https://www.tecnativa.com>`_:
* Víctor Martínez
* Pedro M. Baeza

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Automatically classify files within a .zip file to the corresponding DMS directory(s).

6
odoo-bringout-oca-dms-dms_auto_classification/dms_auto_classification/readme/USAGE.rst Normal file
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#. Go to `Documents / Auto Classification` and select a template and a .zip file.
#. Press the `Analyze` button
#. As many lines will be set as the number of files contained in the .zip file and apply the filename pattern.
#. The full path to the file will be displayed in each detail line.
#. Press the `Classify` button
#. The files (dms.file) will be created in the corresponding directories.

5
odoo-bringout-oca-dms-dms_auto_classification/dms_auto_classification/security/ir.model.access.csv Normal file
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id,name,model_id/id,group_id/id,perm_read,perm_write,perm_create,perm_unlink
access_dms_classification_template_user,dms_classification_template_user,model_dms_classification_template,dms.group_dms_user,1,0,0,0
access_dms_classification_template_manager,dms_classification_template_manager,model_dms_classification_template,dms.group_dms_manager,1,1,1,1
access_wizard_dms_classification_manager,wizard_dms_classification_manager,model_wizard_dms_classification,dms.group_dms_user,1,1,1,1
access_wizard_dms_classification_detail_manager,wizard_dms_classification_detail_manager,model_wizard_dms_classification_detail,dms.group_dms_user,1,1,1,1
1 id name model_id/id group_id/id perm_read perm_write perm_create perm_unlink
2 access_dms_classification_template_user dms_classification_template_user model_dms_classification_template dms.group_dms_user 1 0 0 0
3 access_dms_classification_template_manager dms_classification_template_manager model_dms_classification_template dms.group_dms_manager 1 1 1 1
4 access_wizard_dms_classification_manager wizard_dms_classification_manager model_wizard_dms_classification dms.group_dms_user 1 1 1 1
5 access_wizard_dms_classification_detail_manager wizard_dms_classification_detail_manager model_wizard_dms_classification_detail dms.group_dms_user 1 1 1 1

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odoo-bringout-oca-dms-dms_auto_classification/dms_auto_classification/security/security.xml Normal file
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<?xml version="1.0" encoding="UTF-8" ?>
<odoo>
<record id="rule_multi_company_dms_classification_template" model="ir.rule">
<field name="name">DMS Classification Template multi-company</field>
<field name="model_id" ref="model_dms_classification_template" />
<field name="global" eval="True" />
<field name="domain_force">[('company_id', 'in', [False] + company_ids)]</field>
</record>
</odoo>

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<div class="document" id="auto-classify-documents-into-dms">
<h1 class="title">Auto classify documents into DMS</h1>
<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/dms/tree/16.0/dms_auto_classification"><img alt="OCA/dms" src="https://img.shields.io/badge/github-OCA%2Fdms-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/dms-16-0/dms-16-0-dms_auto_classification"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/dms&amp;target_branch=16.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
<p>Automatically classify files within a .zip file to the corresponding DMS directory(s).</p>
<p><strong>Table of contents</strong></p>
<div class="contents local topic" id="contents">
<ul class="simple">
<li><a class="reference internal" href="#configuration" id="toc-entry-1">Configuration</a></li>
<li><a class="reference internal" href="#usage" id="toc-entry-2">Usage</a></li>
<li><a class="reference internal" href="#bug-tracker" id="toc-entry-3">Bug Tracker</a></li>
<li><a class="reference internal" href="#credits" id="toc-entry-4">Credits</a><ul>
<li><a class="reference internal" href="#authors" id="toc-entry-5">Authors</a></li>
<li><a class="reference internal" href="#contributors" id="toc-entry-6">Contributors</a></li>
<li><a class="reference internal" href="#maintainers" id="toc-entry-7">Maintainers</a></li>
</ul>
</li>
</ul>
</div>
<div class="section" id="configuration">
<h1><a class="toc-backref" href="#toc-entry-1">Configuration</a></h1>
<ol class="arabic simple">
<li>Go to <cite>Documents / Configuration / Classification Templates</cite> and create a new template.</li>
<li>You can set patterns (regex expressions) for filenames and directories.</li>
</ol>
<p>Example of filename pattern to use only .txt files: .txt$
Directory pattern example 1: Documents
Directory pattern example 1: Documents / Data</p>
<p>If the pattern doesn’t contain path separators (/), the file name will be search across
all the subdirectories.</p>
</div>
<div class="section" id="usage">
<h1><a class="toc-backref" href="#toc-entry-2">Usage</a></h1>
<ol class="arabic simple">
<li>Go to <cite>Documents / Auto Classification</cite> and select a template and a .zip file.</li>
<li>Press the <cite>Analyze</cite> button</li>
<li>As many lines will be set as the number of files contained in the .zip file and apply the filename pattern.</li>
<li>The full path to the file will be displayed in each detail line.</li>
<li>Press the <cite>Classify</cite> button</li>
<li>The files (dms.file) will be created in the corresponding directories.</li>
</ol>
</div>
<div class="section" id="bug-tracker">
<h1><a class="toc-backref" href="#toc-entry-3">Bug Tracker</a></h1>
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/dms/issues">GitHub Issues</a>.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
<a class="reference external" href="https://github.com/OCA/dms/issues/new?body=module:%20dms_auto_classification%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
<p>Do not contact contributors directly about support or help with technical issues.</p>
</div>
<div class="section" id="credits">
<h1><a class="toc-backref" href="#toc-entry-4">Credits</a></h1>
<div class="section" id="authors">
<h2><a class="toc-backref" href="#toc-entry-5">Authors</a></h2>
<ul class="simple">
<li>Tecnativa</li>
</ul>
</div>
<div class="section" id="contributors">
<h2><a class="toc-backref" href="#toc-entry-6">Contributors</a></h2>
<ul class="simple">
<li><a class="reference external" href="https://www.tecnativa.com">Tecnativa</a>:<ul>
<li>Víctor Martínez</li>
<li>Pedro M. Baeza</li>
</ul>
</li>
</ul>
</div>
<div class="section" id="maintainers">
<h2><a class="toc-backref" href="#toc-entry-7">Maintainers</a></h2>
<p>This module is maintained by the OCA.</p>
<a class="reference external image-reference" href="https://odoo-community.org">
<img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" />
</a>
<p>OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.</p>
<p>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainer</a>:</p>
<p><a class="reference external image-reference" href="https://github.com/victoralmau"><img alt="victoralmau" src="https://github.com/victoralmau.png?size=40px" /></a></p>
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/dms/tree/16.0/dms_auto_classification">OCA/dms</a> project on GitHub.</p>
<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
</div>
</div>
</div>
</body>
</html>

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# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl)
from . import test_dms_auto_classification

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# Copyright 2024 Tecnativa - Víctor Martínez
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
from base64 import b64encode
from os import path
from odoo.tests import Form, new_test_user
from odoo.tests.common import users
from odoo.addons.base.tests.common import BaseCommon
class TestDmsAutoClassification(BaseCommon):
@classmethod
def setUpClass(cls):
super().setUpClass()
cls.template = cls.env.ref(
"dms_auto_classification.dms_classification_template_documents"
)
cls.directory = cls.env.ref("dms.directory_01_demo")
cls.wizard = cls._create_wizard_dms_classification(cls, cls.template)
cls.extra_wizard = cls._create_wizard_dms_classification(cls, cls.template)
cls.user = new_test_user(
cls.env, login="test_dms_user", groups="dms.group_dms_user"
)
access_group = cls.env["dms.access.group"].create(
{
"name": "Test access group",
"perm_create": True,
"perm_write": True,
"explicit_user_ids": [(4, cls.user.id)],
}
)
cls.directory.group_ids = [(4, access_group.id)]
def _data_file(self, filename, encoding=None):
mode = "rt" if encoding else "rb"
with open(path.join(path.dirname(__file__), filename), mode) as file:
data = file.read()
if encoding:
data = data.encode(encoding)
return b64encode(data)
def _create_wizard_dms_classification(self, template):
wizard_form = Form(self.env["wizard.dms.classification"])
wizard_form.template_id = template
wizard_form.data_file = self._data_file(self, "data/test.zip")
return wizard_form.save()
@users("test_dms_user")
def test_wizard_dms_clasification_process_01(self):
self.wizard = self.wizard.with_user(self.env.user)
self.assertEqual(self.wizard.state, "draft")
# Wizard - Analyze process
self.wizard.action_analyze()
self.assertEqual(self.wizard.state, "analyze")
self.assertEqual(len(self.wizard.detail_ids), 2)
full_paths = self.wizard.mapped("detail_ids.full_path")
self.assertIn("test/file-1.txt", full_paths)
self.assertIn("test/file-2.txt", full_paths)
file_names = self.wizard.mapped("detail_ids.file_name")
self.assertIn("file-1.txt", file_names)
self.assertIn("file-2.txt", file_names)
self.assertIn(self.directory, self.wizard.mapped("detail_ids.directory_id"))
detail_1 = self.wizard.detail_ids.filtered(
lambda x: x.file_name == "file-1.txt"
)
self.assertEqual(detail_1.state, "to_classify")
detail_2 = self.wizard.detail_ids.filtered(
lambda x: x.file_name == "file-2.txt"
)
self.assertEqual(detail_2.state, "to_classify")
# Wizard - Classify process
res = self.wizard.action_classify()
dms_files = self.env[res["res_model"]].search(res["domain"])
self.assertEqual(len(dms_files), 2)
self.assertEqual(detail_1.state, "classified")
self.assertEqual(detail_1.file_id.directory_id, self.directory)
self.assertEqual(detail_1.file_id.name, "file-1.txt")
self.assertTrue(detail_1.file_id.content)
self.assertEqual(detail_2.state, "classified")
self.assertEqual(detail_2.file_id.directory_id, self.directory)
self.assertEqual(detail_2.file_id.name, "file-2.txt")
self.assertTrue(detail_2.file_id.content)
# Extra wizard
self.assertEqual(self.extra_wizard.state, "draft")
# New Wizard - Analyze process
self.extra_wizard = self.extra_wizard.with_user(self.env.user)
self.extra_wizard.action_analyze()
self.assertEqual(self.extra_wizard.state, "analyze")
self.assertEqual(len(self.extra_wizard.detail_ids), 2)
file_names = self.extra_wizard.mapped("detail_ids.file_name")
self.assertIn("file-1.txt", file_names)
self.assertIn("file-2.txt", file_names)
self.assertIn(
self.directory, self.extra_wizard.mapped("detail_ids.directory_id")
)
detail_1 = self.extra_wizard.detail_ids.filtered(
lambda x: x.file_name == "file-1.txt"
)
self.assertTrue(detail_1.file_id)
self.assertEqual(detail_1.state, "classified")
detail_2 = self.extra_wizard.detail_ids.filtered(
lambda x: x.file_name == "file-2.txt"
)
self.assertTrue(detail_2.file_id)
self.assertEqual(detail_1.state, "classified")
# New Wizard - Classify process
res = self.extra_wizard.action_classify()
dms_files = self.env[res["res_model"]].search(res["domain"])
self.assertEqual(len(dms_files), 2)
def test_wizard_dms_clasification_process_filename_pattern_01(self):
self.template.filename_pattern = ".pdf$"
self.assertEqual(self.wizard.state, "draft")
self.wizard.action_analyze()
self.assertEqual(self.wizard.state, "analyze")
self.assertEqual(len(self.wizard.detail_ids), 0)
def test_wizard_dms_clasification_process_filename_pattern_02(self):
self.template.filename_pattern = "test2/.txt$"
self.assertEqual(self.wizard.state, "draft")
self.wizard.action_analyze()
self.assertEqual(self.wizard.state, "analyze")
self.assertEqual(len(self.wizard.detail_ids), 0)
def test_wizard_dms_clasification_process_filename_pattern_03(self):
self.template.filename_pattern = "test.*.txt$"
self.assertEqual(self.wizard.state, "draft")
self.wizard.action_analyze()
self.assertEqual(self.wizard.state, "analyze")
self.assertEqual(len(self.wizard.detail_ids), 2)
full_paths = self.wizard.mapped("detail_ids.full_path")
self.assertIn("test/file-1.txt", full_paths)
self.assertIn("test/file-2.txt", full_paths)
file_names = self.wizard.mapped("detail_ids.file_name")
self.assertIn("file-1.txt", file_names)
self.assertIn("file-2.txt", file_names)
def test_wizard_dms_clasification_process_filename_pattern_04(self):
self.template.filename_pattern = "test1.*.txt$"
self.assertEqual(self.wizard.state, "draft")
self.wizard.action_analyze()
self.assertEqual(self.wizard.state, "analyze")
self.assertEqual(len(self.wizard.detail_ids), 0)
def test_wizard_dms_clasification_process_filename_pattern_05(self):
self.template.filename_pattern = "test.*.file-1.txt$"
self.assertEqual(self.wizard.state, "draft")
self.wizard.action_analyze()
self.assertEqual(self.wizard.state, "analyze")
self.assertEqual(len(self.wizard.detail_ids), 1)
full_paths = self.wizard.mapped("detail_ids.full_path")
self.assertIn("test/file-1.txt", full_paths)
self.assertNotIn("test/file-2.txt", full_paths)
file_names = self.wizard.mapped("detail_ids.file_name")
self.assertIn("file-1.txt", file_names)
self.assertNotIn("file-2.txt", file_names)
@users("test_dms_user")
def test_wizard_dms_clasification_process_directory_pattern(self):
self.template.directory_pattern = "Documents2"
self.assertEqual(self.wizard.state, "draft")
# Analyze process
self.wizard = self.wizard.with_user(self.env.user)
self.wizard.action_analyze()
self.assertEqual(self.wizard.state, "analyze")
self.assertEqual(len(self.wizard.detail_ids), 2)
full_paths = self.wizard.mapped("detail_ids.full_path")
self.assertIn("test/file-1.txt", full_paths)
self.assertIn("test/file-2.txt", full_paths)
file_names = self.wizard.mapped("detail_ids.file_name")
self.assertIn("file-1.txt", file_names)
self.assertIn("file-2.txt", file_names)
self.assertNotIn(self.directory, self.wizard.mapped("detail_ids.directory_id"))
detail_1 = self.wizard.detail_ids.filtered(
lambda x: x.file_name == "file-1.txt"
)
self.assertEqual(detail_1.state, "to_classify")
detail_2 = self.wizard.detail_ids.filtered(
lambda x: x.file_name == "file-2.txt"
)
self.assertEqual(detail_2.state, "to_classify")
# Classify process
res = self.wizard.action_classify()
dms_files = self.env[res["res_model"]].search(res["domain"])
self.assertEqual(len(dms_files), 0)
self.assertFalse(detail_1.file_id)
self.assertFalse(detail_2.file_id)

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<?xml version="1.0" encoding="utf-8" ?>
<!-- Copyright 2024 Tecnativa - Víctor Martínez
License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). -->
<odoo>
<record id="view_dms_classification_template_tree" model="ir.ui.view">
<field name="model">dms.classification.template</field>
<field name="arch" type="xml">
<tree>
<field name="sequence" widget="handle" />
<field name="name" />
<field name="filename_pattern" />
<field name="directory_pattern" />
<field name="company_id" groups="base.group_multi_company" />
</tree>
</field>
</record>
<record id="view_dms_classification_template_form" model="ir.ui.view">
<field name="model">dms.classification.template</field>
<field name="arch" type="xml">
<form>
<sheet>
<div class="oe_title">
<h1><field name="name" /></h1>
</div>
<group name="main_group">
<field name="company_id" groups="base.group_multi_company" />
<field name="filename_pattern" />
<field name="directory_pattern" />
</group>
</sheet>
</form>
</field>
</record>
<record id="action_dms_classification_template" model="ir.actions.act_window">
<field name="name">Classification Templates</field>
<field name="res_model">dms.classification.template</field>
<field name="view_mode">tree,form</field>
<field name="groups_id" eval="[(4, ref('dms.group_dms_manager'))]" />
</record>
<menuitem
id="menu_dms_classification_template"
name="Classification Templates"
parent="dms.cat_menu_dms_config_organizing"
sequence="6"
action="action_dms_classification_template"
groups="dms.group_dms_manager"
/>
</odoo>

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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
from . import wizard_dms_classification

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# Copyright 2024 Tecnativa - Víctor Martínez
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl)
import base64
import re
import zipfile
from io import BytesIO
from odoo import _, api, fields, models
from odoo.exceptions import UserError
class WizardDmsClassification(models.TransientModel):
_name = "wizard.dms.classification"
_description = "Wizard Dms Classification"
state = fields.Selection(
selection=[
("draft", "Draft"),
("analyze", "Analyze"),
],
default="draft",
)
template_id = fields.Many2one(
comodel_name="dms.classification.template",
string="Template",
required=True,
)
data_file = fields.Binary(
string="File",
required=True,
)
data_filename = fields.Char()
detail_ids = fields.One2many(
comodel_name="wizard.dms.classification.detail",
inverse_name="parent_id",
string="Details",
)
def _is_zipfile(self):
try:
zipfile.ZipFile(BytesIO(base64.b64decode(self.data_file)))
return True
except (zipfile.BadZipFile, ValueError):
return False
@api.onchange("data_file")
def _onchange_data_file(self):
for item in self.filtered("data_file"):
if not item._is_zipfile():
raise UserError(_("Only .zip files are allowed"))
def _return_item(self):
return {
"context": self.env.context,
"view_type": "form",
"view_mode": "form",
"res_model": self._name,
"res_id": self.id,
"view_id": False,
"type": "ir.actions.act_window",
"target": "new",
}
def _get_directory_from_pattern(self, pattern, directories):
directory = False
for d in directories:
if re.search(pattern, d.complete_name):
directory = d
break
return directory
def action_analyze(self):
"""Process the zip file and generate details."""
details = self._prepare_details_vals()
self.state = "analyze"
self.detail_ids = [(0, 0, vals) for vals in details]
return self._return_item()
def _prepare_details_vals(self):
"""Method that gets the files from .zip and if it apply the filename pattern
it will set it as detail with the corresponding values."""
details = []
zip_file = zipfile.ZipFile(BytesIO(base64.b64decode(self.data_file)))
filename_pattern = self.template_id.filename_pattern
for zip_info in zip_file.infolist():
if zip_info.is_dir():
continue
filename = zip_info.filename
if re.search(filename_pattern, filename):
file_content = zip_file.read(filename)
data_file = base64.b64encode(file_content)
details.append(self._prepare_detail_vals(filename, data_file))
return details
def _prepare_detail_vals(self, full_path, data_file):
"""Method to set the values of each detail. May be extended by other modules.
Clean full_path (remove / from folders)."""
return {
"full_path": full_path,
"data_file": data_file,
}
def _action_classify(self):
"""Create the files (dms.file) in the corresponding directory.
Details that do not have a directory or already have a linked
file are skipped."""
for detail in self.detail_ids.filtered(
lambda x: x.state == "to_classify" and x.directory_id
):
detail._create_dms_file()
def action_classify(self):
self._action_classify()
action = self.env["ir.actions.act_window"]._for_xml_id("dms.action_dms_file")
action["view_mode"] = "tree"
action["views"] = [(False, "tree")]
action["domain"] = [("id", "in", self.mapped("detail_ids.file_id").ids)]
return action
class WizardDmsClassificationDetail(models.TransientModel):
_name = "wizard.dms.classification.detail"
_description = "Wizard Dms Classification Detail"
parent_id = fields.Many2one(
comodel_name="wizard.dms.classification",
string="Parent",
)
full_path = fields.Char(
string="Full path",
required=True,
readonly="True",
)
file_name = fields.Char(
compute="_compute_file_name",
store=True,
string="File name",
)
data_file = fields.Binary(
string="File content",
required=True,
)
directory_id = fields.Many2one(
comodel_name="dms.directory",
string="Directory",
compute="_compute_directory_id",
store=True,
readonly=False,
)
file_id = fields.Many2one(
comodel_name="dms.file",
string="File",
compute="_compute_file_id",
store=True,
readonly=True,
)
state = fields.Selection(
selection=[
("to_classify", "To classify"),
("classified", "Classified"),
],
compute="_compute_state",
store=True,
readonly=True,
)
@api.depends("full_path")
def _compute_file_name(self):
"""File_name field is used to set file_id."""
for item in self:
name = item.full_path
if "/" in name:
name = name.split("/")[-1]
item.file_name = name
@api.depends("file_name")
def _compute_directory_id(self):
directories = self.env["dms.directory"].sudo().search([])
for item in self:
item.directory_id = self.parent_id._get_directory_from_pattern(
self.parent_id.template_id.directory_pattern, directories
)
@api.depends("file_name", "directory_id", "parent_id.state")
def _compute_file_id(self):
for item in self.filtered(lambda x: x.file_name and x.directory_id):
files = item.directory_id.file_ids.filtered(
lambda x: x.name == item.file_name
)
item.file_id = fields.first(files)
@api.depends("file_id")
def _compute_state(self):
items_with_file = self.filtered("file_id")
items_with_file.state = "classified"
(self - items_with_file).state = "to_classify"
def _create_dms_file(self):
self.ensure_one()
if not self.directory_id or self.file_id:
return
self.file_id = self.env["dms.file"].create(
{
"name": self.file_name,
"directory_id": self.directory_id.id,
"content": self.data_file,
}
)

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<?xml version="1.0" encoding="utf-8" ?>
<!-- Copyright 2024 Tecnativa - Víctor Martínez
License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). -->
<odoo>
<record id="view_wizard_dms_classification_form" model="ir.ui.view">
<field name="model">wizard.dms.classification</field>
<field name="arch" type="xml">
<form>
<header>
<field name="state" widget="statusbar" readonly="1" />
</header>
<group>
<field
name="template_id"
attrs="{'readonly' : [('state', '!=', 'draft')]}"
/>
<field
name="data_file"
attrs="{'readonly' : [('state', '!=', 'draft')]}"
filename="data_filename"
/>
<field name="data_filename" invisible="1" />
</group>
<notebook>
<page
name="detail_ids"
string="Details"
attrs="{'invisible' : [('state', '=', 'draft')]}"
>
<field name="detail_ids">
<tree editable="bottom" delete="false" create="false">
<field name="full_path" string="File name" />
<field name="file_name" invisible="1" />
<field name="directory_id" />
<field name="file_id" />
<field name="state" />
</tree>
</field>
</page>
</notebook>
<footer>
<button
name="action_analyze"
string="Analyze"
type="object"
class="btn-primary"
attrs="{'invisible' : [('state', '!=', 'draft')]}"
/>
<button
name="action_classify"
string="Classify"
type="object"
class="btn-primary"
attrs="{'invisible' : [('state', '!=', 'analyze')]}"
/>
<button string="Cancel" class="btn-secondary" special="cancel" />
</footer>
</form>
</field>
</record>
<record id="action_wizard_dms_classification" model="ir.actions.act_window">
<field name="name">Auto Classification</field>
<field name="res_model">wizard.dms.classification</field>
<field name="view_mode">form</field>
<field name="target">new</field>
<field name="groups_id" eval="[(4, ref('dms.group_dms_user'))]" />
</record>
<menuitem
id="menu_wizard_dms_classification"
name="Auto Classification"
parent="dms.main_menu_dms"
sequence="40"
action="action_wizard_dms_classification"
groups="dms.group_dms_user"
/>
</odoo>

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# Architecture
```mermaid
flowchart TD
U[Users] -->|HTTP| V[Views and QWeb Templates]
V --> C[Controllers]
V --> W[Wizards – Transient Models]
C --> M[Models and ORM]
W --> M
M --> R[Reports]
DX[Data XML] --> M
S[Security – ACLs and Groups] -. enforces .-> M
subgraph Dms_auto_classification Module - dms_auto_classification
direction LR
M:::layer
W:::layer
C:::layer
V:::layer
R:::layer
S:::layer
DX:::layer
end
classDef layer fill:#eef8ff,stroke:#6ea8fe,stroke-width:1px
```
Notes
- Views include tree/form/kanban templates and report templates.
- Controllers provide website/portal routes when present.
- Wizards are UI flows implemented with `models.TransientModel`.
- Data XML loads data/demo records; Security defines groups and access.

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# Configuration
Refer to Odoo settings for dms_auto_classification. Configure related models, access rights, and options as needed.

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# Controllers
This module does not define custom HTTP controllers.

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# Dependencies
This addon depends on:
- [dms](../../odoo-bringout-oca-dms-dms)

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# FAQ
- Q: Which Odoo version? A: 16.0 (OCA/OCB packaged).
- Q: How to enable? A: Start server with --addon dms_auto_classification or install in UI.

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# Install
```bash
pip install odoo-bringout-oca-dms-dms_auto_classification"
# or
uv pip install odoo-bringout-oca-dms-dms_auto_classification"
```

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# Models
Detected core models and extensions in dms_auto_classification.
```mermaid
classDiagram
class dms_classification_template
```
Notes
- Classes show model technical names; fields omitted for brevity.
- Items listed under _inherit are extensions of existing models.

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# Overview
Packaged Odoo addon: dms_auto_classification. Provides features documented in upstream Odoo 16 under this addon.
- Source: OCA/OCB 16.0, addon dms_auto_classification
- License: LGPL-3

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# Reports
This module does not define custom reports.

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# Security
Access control and security definitions in dms_auto_classification.
## Access Control Lists (ACLs)
Model access permissions defined in:
- **[ir.model.access.csv](../dms_auto_classification/security/ir.model.access.csv)**
- 4 model access rules
## Record Rules
Row-level security rules defined in:
## Security Groups & Configuration
Security groups and permissions defined in:
- **[security.xml](../dms_auto_classification/security/security.xml)**
```mermaid
graph TB
subgraph "Security Layers"
A[Users] --> B[Groups]
B --> C[Access Control Lists]
C --> D[Models]
B --> E[Record Rules]
E --> F[Individual Records]
end
```
Security files overview:
- **[ir.model.access.csv](../dms_auto_classification/security/ir.model.access.csv)**
- Model access permissions (CRUD rights)
- **[security.xml](../dms_auto_classification/security/security.xml)**
- Security groups, categories, and XML-based rules
Notes
- Access Control Lists define which groups can access which models
- Record Rules provide row-level security (filter records by user/group)
- Security groups organize users and define permission sets
- All security is enforced at the ORM level by Odoo

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# Troubleshooting
- Ensure Python and Odoo environment matches repo guidance.
- Check database connectivity and logs if startup fails.
- Validate that dependent addons listed in DEPENDENCIES.md are installed.

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# Usage
Start Odoo including this addon (from repo root):
```bash
python3 scripts/nix_odoo_web_server.py --db-name mydb --addon dms_auto_classification
```

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# Wizards
This module does not include UI wizards.

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[project]
name = "odoo-bringout-oca-dms-dms_auto_classification"
version = "16.0.0"
description = "Auto classify documents into DMS - Odoo addon"
authors = [
{ name = "Ernad Husremovic", email = "hernad@bring.out.ba" }
]
dependencies = [
"odoo-bringout-oca-dms-dms>=16.0.0",
"requests>=2.25.1"
]
readme = "README.md"
requires-python = ">= 3.11"
classifiers = [
"Development Status :: 5 - Production/Stable",
"Intended Audience :: Developers",
"License :: OSI Approved :: GNU Lesser General Public License v3 (LGPLv3)",
"Programming Language :: Python :: 3",
"Programming Language :: Python :: 3.11",
"Programming Language :: Python :: 3.12",
"Topic :: Office/Business",
]
[project.urls]
homepage = "https://github.com/bringout/0"
repository = "https://github.com/bringout/0"
[build-system]
requires = ["hatchling"]
build-backend = "hatchling.build"
[tool.hatch.metadata]
allow-direct-references = true
[tool.hatch.build.targets.wheel]
packages = ["dms_auto_classification"]
[tool.rye]
managed = true
dev-dependencies = [
"pytest>=8.4.1",
]