chore: import enterprise addons 19.0 bulk snapshot

ai_documents_account/wizard/__init__.py

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+from .ai_documents_sort import *

ai_documents_account/wizard/ai_documents_sort.py

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+# Part of Odoo. See LICENSE file for full copyright and licensing details.
+
+from markupsafe import Markup
+
+from odoo import Command, api, models
+from odoo.addons.ai_fields.tools import ai_field_insert
+
+
+class AiDocumentsSort(models.TransientModel):
+    _inherit = "ai_documents.sort"
+
+    @api.model
+    def default_get(self, fields):
+        values = super().default_get(fields)
+        _ = self.env._
+
+        if "ai_sort_prompt" not in fields:
+            return values
+
+        if "folder_id" in values:
+            existing_ir_action = self.env["ir.actions.server"].search(
+                [("ai_autosort_folder_id", "=", values["folder_id"])],
+                limit=1,
+            )
+
+            if existing_ir_action:
+                # Don't set the default prompt
+                return values
+
+        if "ai_tool_ids" not in values:
+            values["ai_tool_ids"] = [Command.set([])]
+
+        create_vendor_bill = self.env.ref("documents_account.ir_actions_server_create_vendor_bill_code", raise_if_not_found=False)
+        create_customer_invoice = self.env.ref("documents_account.ir_actions_server_create_customer_invoice_code", raise_if_not_found=False)
+        prompt_lines = []
+        if create_customer_invoice:
+            prompt_lines.append(_("If it is a customer invoice, trigger the action to create one."))
+            values["ai_tool_ids"][0][2].append(create_customer_invoice.id)
+
+        if create_vendor_bill:
+            prompt_lines.append(
+                _(
+                    "If the customer is %s it means it is a vendor bill, trigger the Create Vendor Bill action.",
+                    ai_field_insert("company_id.name", _("Company > Name")),
+                ),
+            )
+            values["ai_tool_ids"][0][2].append(create_vendor_bill.id)
+
+        if values.get("ai_sort_prompt", ""):
+            prompt_lines.append(_("Otherwise, %s", values.get("ai_sort_prompt", "")))
+
+        # Change the default value for the prompt
+        values["ai_sort_prompt"] = Markup("<br/>").join(prompt_lines)
+        return values
+
+    @api.model
+    def _activate_demo_prompt(self, folder_id):
+        """Activate the default prompt on the given folder."""
+        _ = self.env._
+        create_vendor_bill = self.env.ref(
+            "documents_account.ir_actions_server_create_vendor_bill_code",
+            raise_if_not_found=False,
+        )
+        create_customer_invoice = self.env.ref(
+            "documents_account.ir_actions_server_create_customer_invoice_code",
+            raise_if_not_found=False,
+        )
+        add_tags = self.env.ref("ai_documents.ir_actions_server_add_tags", raise_if_not_found=False)
+        finance_folder = self.env.ref("documents.document_finance_folder", raise_if_not_found=False)
+        legal_folder = self.env.ref("documents.document_legal_folder", raise_if_not_found=False)
+        insurances_folder = self.env.ref("documents.document_insurances_folder", raise_if_not_found=False)
+        ai_folder_insert = self.env["documents.document"]._ai_folder_insert
+
+        ai_tool_ids = self.env["ir.actions.server"]
+
+        move_in_folder = self.env.ref(
+            "ai_documents.ir_actions_server_move_in_folder",
+            raise_if_not_found=False,
+        )
+        if move_in_folder:
+            ai_tool_ids |= move_in_folder
+
+        prompt_lines = []
+        if add_tags:
+            prompt_lines.append(Markup("""
+                <div>%(instruction_1)s<br/><div>
+                <div>%(instruction_2)s<div>
+                <ul>
+                    <li>%(instruction_3)s</li>
+                    <li>%(instruction_4)s</li>
+                </ul>
+            """) % {
+                "instruction_1": _("First, check the file to see if it contains a single document or if several documents are collated together."),
+                "instruction_2": _("For this, use this field: %s", ai_field_insert("is_multipage", _("Is considered multipage"))),
+                "instruction_3": _(
+                    """If it is true, add the tag %(b_open)s"To Split"%(b_close)s and stop there. This way, we'll know we first need to manually split it into different files.""",
+                    b_open=Markup("<b>"),
+                    b_close=Markup("</b>"),
+                ),
+                "instruction_4": _("If it is false, continue with the normal process"),
+            })
+            ai_tool_ids |= add_tags
+
+        if finance_folder:
+            finance_lines = []
+            if create_vendor_bill:
+                finance_lines.append(
+                    Markup("<li>%s</li>")
+                    % _(
+                        "If the customer of the invoice is us (%(company_name)s, with email %(company_email)s), create a Vendor Bill.",
+                        company_name=ai_field_insert("ai_document_or_env_company_id.name", _("Company > Name")),
+                        company_email=ai_field_insert("ai_document_or_env_company_id.email", _("Company > Email")),
+                    ),
+                )
+                ai_tool_ids |= create_vendor_bill
+            if create_customer_invoice:
+                finance_lines.append(
+                    Markup("<li>%s</li>")
+                        % _(
+                            "If the customer is %(b_open)sanyone else%(b_close)s, create a Customer Invoice.",
+                            b_open=Markup("<b>"),
+                            b_close=Markup("</b>"),
+                        ),
+                )
+                ai_tool_ids |= create_customer_invoice
+
+            prompt_lines.append(
+                Markup("""
+                    <div>%(instruction)s</div>
+                    <ul>
+                        %(finance_lines)s
+                    </ul>
+                """)
+                % {
+                    "instruction":
+                        _(
+                            "If the document is an %(b_open)sinvoice%(b_close)s, move it to the %(finance)s folder then trigger the relevant action:",
+                            b_open=Markup("<b>"),
+                            b_close=Markup("</b>"),
+                            finance=ai_folder_insert(finance_folder.id),
+                        ),
+                    "finance_lines": Markup("").join(finance_lines),
+                },
+            )
+
+        prompt_lines.append(Markup("""
+            <div>%(instruction_1)s</div>
+            <ul>
+                <li>%(instruction_2)s</li>
+                <li>%(instruction_3)s</li>
+            </ul>
+        """) % {
+            "instruction_1": _(
+                "If the document is %(b_open)snot an invoice%(b_close)s, move it to the correct folder:",
+                b_open=Markup("<b>"),
+                b_close=Markup("</b>"),
+            ),
+            "instruction_2": _(
+                "%(b_open)sContracts & NDAs%(b_close)s go to the %(legal)s folder.",
+                b_open=Markup("<b>"),
+                b_close=Markup("</b>"),
+                legal=ai_folder_insert(legal_folder.id),
+            ),
+            "instruction_3": _(
+                "%(b_open)sInsurance contracts%(b_close)s go to the %(insurance)s folder.",
+                b_open=Markup("<b>"),
+                b_close=Markup("</b>"),
+                insurance=ai_folder_insert(insurances_folder.id),
+            ),
+        })
+
+        # Change the default value for the prompt
+        self.create({
+            "folder_id": folder_id,
+            "ai_sort_prompt": Markup("<br/>").join(prompt_lines),
+            "ai_tool_ids": ai_tool_ids.ids,
+        }).action_setup_folder()