Metadata-Version: 2.1
Name: odoo-addon-dms_field_auto_classification
Version: 18.0.1.0.1.1
Requires-Python: >=3.10
Requires-Dist: odoo-addon-dms_auto_classification==18.0.*
Requires-Dist: odoo-addon-dms_field==18.0.*
Requires-Dist: odoo==18.0.*
Summary: Auto classify files into embedded DMS
Home-page: https://github.com/OCA/dms
License: AGPL-3
Author: Tecnativa, Odoo Community Association (OCA)
Author-email: support@odoo-community.org
Classifier: Programming Language :: Python
Classifier: Framework :: Odoo
Classifier: Framework :: Odoo :: 18.0
Classifier: License :: OSI Approved :: GNU Affero General Public License v3
Description-Content-Type: text/x-rst

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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
=============

1. Go to Documents / Configuration / Classification Templates and create
   or edit a template.
2. You can set a model to which it is linked (res.partner for example).
3. 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
=====

1. Go to Documents / Auto Classification and select a template and a
   .zip file.
2. Press the Analyze button
3. As many lines will be set as the number of files contained in the
   .zip file and apply the filename pattern.
4. The record to which they are related (res.partner for example) will
   be show on the lines.
5. Press the Classify button
6. 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:%2018.0%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/18.0/dms_field_auto_classification>`_ project on GitHub.

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