Mexico - CFDI Generation (l10n_mx_cfdi)

This module provides the configuration used by electronic invoicing for Mexico:

- Multi-PAC integration via satcfdi (Finkok, Diverza, Prodigia, Comercio Digital,
  SW Sapien, MYSuite, Facturama).
- Local CSD management for CFDI sealing when the PAC uses ``stamp()``.
- Facturama Multiemisor CSD upload on issuer registration (required before
  ``issue()``).
- Management of different series and CFDI issuers for the same company.

**CFDI × PAC capability matrix**

| Flow | Finkok | Diverza | Prodigia | Com. Digital | SW Sapien | MYSuite | Facturama |
|------|:------:|:-------:|:--------:|:------------:|:---------:|:-------:|:---------:|
| Path | issue() | issue() | stamp() | stamp() | issue() | stamp() | issue() Multiemisor / Web |
| Ingreso (I) | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| Egreso (E) | Conditional | Conditional | Conditional | Conditional | Conditional | Conditional | Conditional |
| Pago (P) | Conditional | Conditional | Conditional | Conditional | Conditional | Conditional | Conditional |
| Traslado / Carta Porte | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| Pedimentos on concepts | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| Full CCE complement | Conditional | Conditional | Conditional | Conditional | Conditional | Conditional | Conditional |
| Cancel (API) | Conditional | Yes | No | No | Yes | No | Yes |
| Cancel with acuse | Conditional | Unknown | No | No | Unknown | No | Conditional |

**Legend**

- **Yes**: supported end-to-end via this module + satcfdi for that PAC.
- **Conditional**:
  - Egreso: requires a fully reconciled refund (``amount_residual == 0``).
  - Pago: auto-stamp only for reconciled inbound payments on **PPD** invoices;
    manual stamping needs valid payment CFDI data.
  - Finkok cancel: requires company FIEL via ``l10n_mx_sat`` (signer).
  - Facturama cancel acuse: may be empty; the module shows status/message when
    the PAC omits the acuse.
  - Full CCE: built by ``l10n_mx_cfdi_comex`` (``Exportacion=02`` +
    ``cce20.ComercioExterior``). Stamp PACs (Prodigia, Comercio Digital,
    MYSuite) and XML-issue PACs (Finkok, Diverza, SW) can stamp sealed XML with
    CCE (live PAC acceptance not exhaustively retested here). Facturama
    Multiemisor does **not** support CCE; when CCE is present the module
    switches to FacturamaWeb (same user/password; account-profile CSD).
- **No**:
  - Cancel API is not exposed in satcfdi for Prodigia, Comercio Digital, and
    MYSuite (``supports_cancel=False``).
- **Unknown**: acuse availability depends on the PAC response (Diverza /
  SW Sapien).
- **Path**: Finkok, Diverza, SW Sapien, and Facturama use ``issue()``; Prodigia,
  Comercio Digital, and MYSuite use local CSD seal + ``stamp()``. Facturama is
  Multiemisor by default (**Registrar** uploads the CSD); FacturamaWeb is used
  automatically for Comercio Exterior.
- Pedimentos on concepts are not the full CCE complement; the Facturama adapter
  maps ``NumerosPedimento``.

Code Analysis ⓘ

Views touched (17)

XML ID	Name	Model	Type	Status
`action_l10n_mx_cfdi_service_form`	CFDI Service Settings	l10n_mx_cfdi.cfdi_service	form	New
`cfdi_id_data`	cfdi_id_data	ir.ui.view	qweb	New
`cfdi_issuer_data`	cfdi_issuer_data	ir.ui.view	qweb	New
`cfdi_payment_data`	cfdi_payment_data	ir.ui.view	qweb	New
`cfdi_receiver_data`	cfdi_receiver_data	ir.ui.view	qweb	New
`cfdi_related_documents`	cfdi_related_documents	ir.ui.view	qweb	New
`cfdi_signature_data`	cfdi_signature_data	ir.ui.view	qweb	New
`default_issuer_data`	default_issuer_data	ir.ui.view	qweb	New
`default_receiver_data`	default_receiver_data	ir.ui.view	qweb	New
`l10n_mx_cfdi_series_form_view`	Serie CFDI	l10n_mx_cfdi.series	form	New
`l10n_mx_cfdi_series_list_view`	Serie CFDI	l10n_mx_cfdi.series	list	New
`product_template_form_view_inherit`	Product Template: CFDI code and measurement unit fields	product.template	form	Inherits product.product_template_form_view
`view_cfdi_issuer`	CFDI Issuer	l10n_mx_cfdi.issuer	form	New
`view_l10n_mx_cfdi_document_form`	CFDI Form View	l10n_mx_cfdi.document	form	New
`view_l10n_mx_cfdi_document_list`	CFDI List View	l10n_mx_cfdi.document	list	New
`view_l10n_mx_cfdi_document_search`	CFDI Search View	l10n_mx_cfdi.document	search	New
`view_partner_form_inherit`	Partner: tax regime field	res.partner	form	Inherits base.view_partner_form

HTTP endpoints (0)

No HTTP endpoints found for this module.

Models touched (9)

New fields (15)

company_ids Many2many → res.company
default=<expr> string='Companies' args: 'res.company'
name Char
required=True
pac_client_id Char
groups='base.group_system' string='PAC Client ID'
pac_contrato Char
groups='base.group_system' string='PAC Contract'
pac_country Char
default='MX' groups='base.group_system' string='PAC Country'
pac_requestor Char
groups='base.group_system' string='PAC Requestor'
pac_rfc Char
groups='base.group_system' string='PAC RFC'
pac_token Char
groups='base.group_system' string='PAC Token'
password Char
groups='base.group_system'
provider Selection
default='finkok' groups='base.group_system' required=True selection=<expr>
sandbox_mode Boolean
default=False groups='base.group_system'
stamps_available Integer
readonly=True string='Stamps available'
supports_cancel Boolean
compute='_compute_pac_capabilities'
supports_issue Boolean
compute='_compute_pac_capabilities'
user Char
groups='base.group_system'

Public methods (9)

cancel_cfdi(self, cfdi_or_xml, reason, uuid_replacement=None, issuer=None, document_id=None)
check_cfdi_status(self, uuid, issuer_rfc, receiver_rfc, amount_total)
Query CFDI status through the PAC when supported; otherwise unknown.
create_cfdi(self, cfdi, issuer=None)
Seal/stamp a CFDI via the configured PAC and return a normalized result. Prefers ``pac.issue()`` when the provider supports it; otherwise signs locally with the issuer CSD and calls ``pac.stamp()``.
delete_issuer_csd(self, issuer)
Remove issuer CSD from PACs that store it remotely (Facturama).
get_cancellation_request_proof(self, tracking_id: str)
Return cancellation acknowledgment PDF/XML when available via recover.
get_cfdi_pdf(self, tracking_id: str)
Try to recover PDF from the PAC when available.
get_cfdi_xml(self, tracking_id: str)
upload_issuer_csd(self, issuer)
Upload issuer CSD to PACs that require remote registration (Facturama).
validate_csd(self, issuer)
Validate that the issuer CSD can be loaded (local registration).

New fields (7)

currency_id Many2one → res.currency
default=<expr> readonly=True required=True string='Moneda' args: 'res.currency'
partner_id Many2one → res.partner
default=<expr> ondelete='restrict' readonly=True required=True string='Contacto' args: 'res.partner'
service_id Many2one → l10n_mx_cfdi.cfdi_service
ondelete='cascade' required=True string='Servicio' args: 'l10n_mx_cfdi.cfdi_service'
stamp_number Integer
required=True string='Cantidad de Folios'
stamp_price Monetary
currency_field='currency_id' required=True string='Precio por Folio'
topup_date Datetime
default=fields.Datetime.now() string='Fecha de Adquisición'
total Monetary
compute='_compute_total' currency_field='currency_id' store=True string='Precio Total'

Public methods (0)

No public methods.

New fields (38)

cancellation_request_proof_file Binary
attachment=True readonly=True string='Acuse de solicitud de cancelación'
cancellation_request_proof_filename Char
readonly=True string='Nombre del archivo de acuse de solicitud de cancelación'
cert_data_json Char
readonly=True
cert_number Char
compute='_compute_load_json_data' readonly=True string='Número de certificado'
cfdi_signature Char
compute='_compute_load_json_data' readonly=True string='Firma del CFDI'
company_id Many2one → res.company
default=<expr> required=True args: 'res.company'
files_in_cache Boolean
compute='_compute_download_files_if_needed' readonly=True store=False
folio Char
is_global_note Boolean
default=False readonly=True string='Nota global'
issuer_id Many2one → l10n_mx_cfdi.issuer
domain=[('registered', '=', True)] required=True string='Emisor' args: 'l10n_mx_cfdi.issuer'
issuing_datetime Datetime
compute='_compute_load_json_data' readonly=True string='Fecha de emisión'
l10n_mx_cfdi_auto Boolean
readonly=True related='company_id.l10n_mx_cfdi_auto' string='CFDI Automatico'
l10n_mx_cfdi_enabled Boolean
readonly=True related='company_id.l10n_mx_cfdi_enabled' string='CFDI Habilitado'
legacy_without_xml Boolean
compute='_compute_legacy_without_xml' help='Published CFDI without stored stamped XML (typically Facturama-era). Cancel/download via satcfdi is not available for these documents.' string='Legacy without XML'
name Char
compute='_compute_name' readonly=True store=True string='Nombre'
original_string Char
compute='_compute_load_json_data' readonly=True string='Cadena original'
pac_provider Char
help='satcfdi PAC code used when the CFDI was stamped.' readonly=True string='PAC Provider'
pac_supports_cancel Boolean
readonly=True related='issuer_id.service_id.supports_cancel'
pdf_file Binary
attachment=True readonly=True string='Archivo PDF'
pdf_filename Char
readonly=True string='Nombre del archivo PDF'
receiver_id Many2one → res.partner
required=True string='Receptor' args: 'res.partner'
related_document_ids One2many → l10n_mx_cfdi.document_relation
string='Documentos relacionados' args: 'l10n_mx_cfdi.document_relation', 'source_id'
rfc_prov_certif Char
compute='_compute_load_json_data' readonly=True string='RFC del proveedor de certificación'
sat_cert_number Char
compute='_compute_load_json_data' readonly=True string='Número de certificado del SAT'
sat_signature Char
compute='_compute_load_json_data' readonly=True string='Firma del SAT'
serie Char
signing_date Datetime
compute='_compute_load_json_data' readonly=True string='Fecha de timbrado'
standalone Boolean
compute='_compute_standalone' help='Si está marcado, el certificado no esta relacionado a otros documentos del sistema' store=True string='Independiente'
state Selection
default='draft' readonly=True string='Estado' args: [('draft', 'Borrador'), ('pending', 'Pendiente'), ('published', 'Publicada'), ('pending_cancel', 'Cancelación pendiente'), ('canceled', 'Cancelada'), ('unknown', 'Desconocido')]
tax_codes Char
compute='_compute_load_json_data' readonly=True string='Código de impuesto'
tracking_id Char
readonly=True string='ID del documento en el API'
type Selection
readonly=True args: [('I', 'Ingreso'), ('E', 'Egreso'), ('P', 'Pago'), ('T', 'Traslado')]
uuid Char
help='UUID asignado por el SAT' readonly=True string='UUID'
verification_qr_code Binary
compute='_compute_load_json_data' readonly=True string='Código QR de Verificación'
verification_url Char
compute='_compute_load_json_data' readonly=True string='URL de verificación'
version Char
default='4.0'
xml_file Binary
attachment=True readonly=True string='Archivo XML'
xml_filename Char
readonly=True string='Nombre del archivo XML'

Public methods (6)

action_cancel(self)
action_check_status(self)
action_get_cancellation_request_proof(self)
cancel(self, reason: str, replacement=None, simulate=False)
Cancel the CFDI through the PAC. Returns a feedback dict with keys ``Status``, ``Message``, ``HasAcuse`` so wizards can show clear post-cancel feedback.
create(self, vals_list)
@api.model_create_multi
publish(self, cfdi)

New fields (3)

relation_type_id Many2one → l10n_mx_catalogs.c_tipo_relacion
required=True args: 'l10n_mx_catalogs.c_tipo_relacion'
source_id Many2one → l10n_mx_cfdi.document
ondelete='cascade' required=True args: 'l10n_mx_cfdi.document'
target_id Many2one → l10n_mx_cfdi.document
ondelete='cascade' required=True args: 'l10n_mx_cfdi.document'

Public methods (0)

No public methods.

New fields (9)

certificate_file Binary
groups='base.group_system'
company_id Many2one → res.company
default=<expr> args: 'res.company'
fiscal_name Char
help='Razón Social del Emisor'
key_file Binary
groups='base.group_system'
key_password Char
groups='base.group_system' string='Password'
logo_url Char
string='URL del logo'
partner_id Many2one → res.partner
delegate=True ondelete='cascade' required=True args: 'res.partner'
registered Boolean
store=True
service_id Many2one → l10n_mx_cfdi.cfdi_service
args: 'l10n_mx_cfdi.cfdi_service'

Public methods (3)

default_get(self, fields_list)
@api.model
register_issuer(self)
Validate and activate the local CSD for stamping. For Facturama Multiemisor, also uploads the CSD to the PAC (required before ``issue()``).
unregister_issuer(self)
Deactivate the local CSD registration flag.

New fields (1)

code Char
copy=False

Public methods (1)

create(self, vals_list)
@api.model_create_multi

New fields (2)

l10n_mx_cfdi_product_code_id Many2one → l10n_mx_catalogs.c_clave_prod_serv
string='Código de Producto' args: 'l10n_mx_catalogs.c_clave_prod_serv'
l10n_mx_cfdi_product_measurement_unit_id Many2one → l10n_mx_catalogs.c_clave_unidad
string='Unidad de Medida' args: 'l10n_mx_catalogs.c_clave_unidad'

Public methods (0)

No public methods.

New fields (2)

l10n_mx_cfdi_auto Boolean
default=True help='Enable to automatically sign CFDI when validating invoices.' args: 'Create CFDI on post'
l10n_mx_cfdi_enabled Boolean
compute='_compute_l10n_mx_cfdi_enabled' help='Enable CFDI for this company.' args: 'Enable CFDI'

Public methods (0)

No public methods.

New fields (4)

cfdi_use_id Many2one → l10n_mx_catalogs.c_uso_cfdi
string='CFDI Usage' args: 'l10n_mx_catalogs.c_uso_cfdi'
payment_form_id Many2one → l10n_mx_catalogs.c_forma_pago
string='Payment Form' args: 'l10n_mx_catalogs.c_forma_pago'
payment_method_id Many2one → l10n_mx_catalogs.c_metodo_pago
string='Payment Method' args: 'l10n_mx_catalogs.c_metodo_pago'
tax_regime Many2one → l10n_mx_catalogs.c_regimen_fiscal
string='Fiscal Regime' args: 'l10n_mx_catalogs.c_regimen_fiscal'

Public methods (0)

No public methods.

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Code Analysis ⓘ

Views touched (17)

HTTP endpoints (0)

Models touched (9)

l10n_mx_cfdi.cfdi_service New model Model 15 fields 9 methods CFDIService · CFDI Service Settings

l10n_mx_cfdi.cfdi_service.topup New model Model 7 fields 0 methods CFDIServiceTopUp · CFDI Service Top Up

l10n_mx_cfdi.document New model Model 38 fields 6 methods Document · CFDI document

l10n_mx_cfdi.document_relation New model Model 3 fields 0 methods DocumentRelation · Describe a relation between two CFDIs

l10n_mx_cfdi.issuer New model Model 9 fields 3 methods CFDIIssuer · Emisor Holds the CFDI issuer information

l10n_mx_cfdi.series New model Model 1 field 1 method CFDISeries · inherits ir.sequence · CFDI Series

product.template Extends Model 2 fields 0 methods ProductTemplate · inherits product.template

res.company Extends Model 2 fields 0 methods ResCompany · inherits res.company

res.partner Extends Model 4 fields 0 methods Partner · inherits res.partner