oca-technical/odoo-bringout-oca-dms-dms_field_auto_classification/dms_field_auto_classification

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Auto classify files into embedded DMS
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Automatically classify files within a .zip file to the corresponding directory(s)
related to an embedded DMS.

**Table of contents**

.. contents::
   :local:

Configuration
=============

#. Go to `Documents / Configuration / Classification Templates` and create or edit a template.
#. You can set a model to which it is linked (res.partner for example).
#. You can define the details to indicate which field is referenced by the defined filename pattern.

Full example from res.partner:

Filename pattern: ([0-9]{8}[A-Z]).*.pdf
Details: VAT (field) and 0 (index)
Directory Pattern example 1: {0} > This will attempt to add the files to the directory linked to the partner with the VAT name.
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.

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 record to which they are related (res.partner for example) will be show on the lines.
#. 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_field_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.

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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.

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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_field_auto_classification>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.