Document Quick Access Folder Auto Classification
This module creates a job that scans all files from a storage and attaches them to its record. The record is found using the document quick access rules.
auto_awesome What this module does
AI-generated from the code · Odoo 18.0Automatically reads QR codes inside PDF files and attaches each document to the right Odoo record using your existing document quick access rules. Files that cannot be matched land in a 'Documents to process' queue where a user can assign or reject them.
When a PDF is processed through the 'Document quick access' exchange type, the module opens every page, looks for QR codes (with extra image-contrast and OpenCV fallbacks), and uses the decoded text with your existing document quick access rules to find the matching record. The file is then saved as an attachment on that record, and the exchange record is linked to it.
If no record is found, the file is not lost: it appears in the new 'Documents to process' menu, which lists exchange records of type 'document_quick_access'. From there a user can: - Use the 'Assign' button to pick a target record manually through a small wizard and re-run the matching. - Use the 'Reject' button to discard the file. - Use the 'Related record' button to jump to the record once it has been matched.
Search filters show Pending, Processed and Rejected files. Access is controlled by a new 'Assigner' group under the 'Missing Documents' category, and the administrator is added to it automatically. The module touches edi.exchange.record, document.quick.access.rule and adds the handler and assignment wizard models.
Depends on
Menus it adds
Models and fields (3)
- document.quick.access.rule · extends an existing model
- document.quick.access.handler · new model
- document.quick.access.missing.assign · new modelobject_id, exchange_record_id
Text generated by AI (DeepSeek) from reading the Odoo 18.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub
Availability by version
Reviewed: 2026-11-03Confirmation status: 6 confirmed, 3 with no information of 9 versions.
Sources · Odoo 16.0
Confirmed on 2026-11-03 in branch 16.0 of OCA/server-ux.
terminal Installation and usage
OCA documentation · Odoo 18.0Configuration
Source · Odoo 18.0Create an storage on your system using the storage project from OCA
Usage
Source · Odoo 18.0Users can drop the files on the folder (You may be able to configure your scanner to send the files directly). Then, they will be able to see the files attached to the expected record. If two records matches the rules, it will be attached to both (two QRs).
If the file matches no rules, it will be attached as a non processed documents. Users should be able to assign which record to use
Access Documents to process # Select a non processed document # Assign or reject the document. When assigning it, the record will be asked.
No verified information in OCA: Installation.
Installation instructions, the distribution package, dependencies and configuration steps are not shown because they have not yet been verified in the module documentation for any version.
Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.