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Odoo Community Association

ITA - Fattura elettronica - Supporto PEC

Beta License: AGPL-3 OCA/l10n-italy Translate me on Weblate Try me on Runboat

Italiano

Questo modulo implementa il canale PEC (Posta Elettronica Certificata) per la comunicazione con il Sistema di Interscambio (SdI), in alternativa al proxy IAP standard di Odoo.

Si basa su l10n_it_edi_sdi per la logica condivisa di elaborazione delle notifiche e ricezione delle fatture, aggiungendo il trasporto specifico via PEC.

Funzionalità principali:

  • Invio fatture elettroniche via PEC al SdI
  • Ricezione email PEC dal SdI e instradamento ai gestori appropriati
  • Gestione errori PEC con notifica automatica ai contatti configurati e disabilitazione del server dopo ripetuti fallimenti
  • Configurazione server SMTP e IMAP/POP3 dedicati alla PEC

English

This module implements the PEC (Certified Email) transport channel for communication with the Italian Exchange System (SdI), as an alternative to Odoo's standard IAP proxy.

It builds on l10n_it_edi_sdi for the shared notification processing and invoice reception logic, adding PEC-specific transport.

Main features:

  • Send electronic invoices to SdI via PEC
  • Receive PEC emails from SdI and route to appropriate handlers
  • PEC error handling with automatic notification to configured contacts and server auto-disable after repeated failures
  • Dedicated SMTP and IMAP/POP3 server configuration for PEC

Table of contents

Configuration

Italiano

  1. Configurare un server SMTP in uscita per la PEC:
    • Andare in Impostazioni → Tecnico → Server di posta in uscita
    • Creare un nuovo server con i parametri del provider PEC
    • Spuntare "E-invoice PEC server"
    • Inserire l'indirizzo email PEC mittente
  2. Configurare un server di posta in ingresso per la PEC:
    • Andare in Impostazioni → Tecnico → Server di posta in ingresso
    • Creare un nuovo server IMAP o POP3 con i parametri del provider PEC
    • Spuntare "E-invoice PEC server"
    • Configurare i contatti da notificare in caso di errore
  3. Abilitare il canale PEC per l'azienda:
    • Andare in Impostazioni → Contabilità → Fatturazione elettronica
    • Spuntare "Use PEC for e-invoicing"
    • Selezionare i server PEC in uscita e in ingresso
    • Inserire l'indirizzo PEC del SdI
  4. Il parametro di sistema fetchmail.pec.max.retry (default: 5) controlla il numero massimo di errori consecutivi prima che il server di posta in ingresso venga disabilitato automaticamente. Modificare il valore in Impostazioni → Tecnico → Parametri → Parametri di sistema se necessario.

English

  1. Configure an outgoing PEC SMTP server:
    • Go to Settings → Technical → Outgoing Mail Servers
    • Create a new server with your PEC provider parameters
    • Check "E-invoice PEC server"
    • Enter the PEC sender email address
  2. Configure an incoming PEC mail server:
    • Go to Settings → Technical → Incoming Mail Servers
    • Create a new IMAP or POP3 server with your PEC provider parameters
    • Check "E-invoice PEC server"
    • Configure contacts to notify on errors
  3. Enable PEC channel for the company:
    • Go to Settings → Accounting → Italian Electronic Invoicing
    • Check "Use PEC for e-invoicing"
    • Select the outgoing and incoming PEC servers
    • Enter the SdI PEC email address
  4. The system parameter fetchmail.pec.max.retry (default: 5) controls the maximum number of consecutive errors before the incoming mail server is automatically disabled. Change its value in Settings → Technical → Parameters → System Parameters if needed.

Usage

Italiano

Invio fatture

Le fatture vengono inviate al SdI tramite PEC quando si utilizza il normale flusso di invio fattura elettronica di Odoo. Il modulo intercetta l'invio e usa la PEC al posto del proxy IAP standard.

Ricezione notifiche

Le notifiche dal SdI vengono ricevute automaticamente tramite il cron di fetchmail. Lo stato della fattura viene aggiornato automaticamente in base alla notifica ricevuta:

  • RC (Ricevuta di Consegna) → Inoltrata al destinatario
  • NS (Notifica di Scarto) → Rifiutata
  • MC (Mancata Consegna) → Inoltro al destinatario fallito
  • NE (Notifica Esito) → Accettata/Rifiutata dal partner PA
  • DT (Decorrenza Termini) → Accettata per decorrenza termini

Ricezione fatture passive

Le fatture dei fornitori inviate tramite SdI vengono ricevute automaticamente via PEC e importate come fatture in bozza.

Verifica manuale stato

Il pulsante "Verifica stato" sulla fattura inviata avvia una lettura manuale della casella PEC per recuperare eventuali notifiche in attesa.

English

Sending invoices

Invoices are sent to SdI via PEC when using Odoo's standard electronic invoice sending flow. The module intercepts the send and uses PEC instead of the standard IAP proxy.

Receiving notifications

SdI notifications are received automatically via the fetchmail cron. The invoice state is updated automatically based on the notification received:

  • RC (Delivery Receipt) → Forwarded to recipient
  • NS (Rejection) → Rejected
  • MC (Failed Delivery) → Forward to recipient failed
  • NE (Outcome Notification) → Accepted/Rejected by PA partner
  • DT (Deadline Expiry) → Accepted after term expiry

Receiving vendor bills

Vendor bills sent through SdI are automatically received via PEC and imported as draft invoices.

Manual status check

The "Check status" button on a sent invoice triggers a manual PEC mailbox read to retrieve any pending notifications.

Changelog

Migration from 16.0 (l10n_it_fatturapa_pec) to 18.0 (l10n_it_edi_pec)

This module replaces l10n_it_fatturapa_pec (Odoo 16) with a complete rewrite based on Odoo 18's native l10n_it_edi architecture.

Name change and dependencies

The module was renamed from l10n_it_fatturapa_pec to l10n_it_edi_pec.

Dependencies were drastically simplified:

  • v16: l10n_it_fatturapa_out, l10n_it_fatturapa_in, l10n_it_sdi_channel, mail
  • v18: l10n_it_edi, mail

The modules l10n_it_fatturapa_out, l10n_it_fatturapa_in and l10n_it_sdi_channel are no longer needed.

Integration with l10n_it_edi core

The module now extends Odoo 18's l10n_it_edi core methods instead of implementing a standalone flow:

  • _l10n_it_edi_upload() on account.move: intercepts sending for PEC-enabled companies and sends directly via SMTP, with fallback to super() for the proxy channel
  • _l10n_it_edi_update_send_state(): excludes PEC invoices from proxy polling
  • _l10n_it_edi_export_check(): validates PEC configuration and removes the proxy user requirement
  • action_check_l10n_it_edi(): triggers PEC fetchmail for manual status check
Removed sdi.channel model

The sdi.channel model has been completely removed. PEC configuration is now managed directly on res.company through the fields:

  • l10n_it_edi_use_pec (Boolean)
  • l10n_it_edi_pec_server_id (Many2one -> ir.mail_server)
  • l10n_it_edi_pec_fetch_server_id (Many2one -> fetchmail.server)
  • l10n_it_edi_pec_email_exchange_system (Char)

These fields are exposed in Settings via res.config.settings. The views sdi_view.xml and company_view.xml are replaced by res_config_settings_views.xml.

Removed fatturapa.attachment.out model

In v16, fatturapa.attachment.out managed the lifecycle of sent invoices and SdI notification parsing (_message_type_ns, _message_type_rc, etc.). In v18, the entire flow is handled directly on account.move through the core notification chain:

_l10n_it_edi_parse_notification() -> _l10n_it_edi_transform_notification() -> _l10n_it_edi_get_message() -> _l10n_it_edi_write_send_state()

Removed fatturapa.attachment.in model

Incoming vendor bill reception no longer uses fatturapa.attachment.in. The module now directly creates an empty account.move, attaches the XML file and calls move._extend_with_attachments() to populate fields from the electronic invoice.

SdI state mapping

State mapping has changed to align with the l10n_it_edi core:

SdI Code v16 (fatturapa.attachment.out) v18 (account.move)
NS (Notifica di Scarto) sender_error rejected
RC (Ricevuta di Consegna) validated forwarded
MC (Mancata Consegna) recipient_error forward_failed
NE (Notifica Esito) accepted / rejected accepted / rejected
DT (Decorrenza Termini) validated accepted
Removed first_invoice_sent flow

The first PEC sending management mechanism (first_invoice_sent field on sdi.channel, initial address sdi01@pec.fatturapa.it and automatic address change after first sending) has been removed. The SdI PEC address must now be configured directly in the l10n_it_edi_pec_email_exchange_system field.

Simplified sending mechanism
  • v16: sdi.channel.send_via_pec() created mail.message and mail.mail records, then delegated sending to Odoo's mail system
  • v18: _l10n_it_edi_upload() directly builds a Python EmailMessage and sends it via ir.mail_server.send_email(), without creating intermediate database records
Field renames
v16 v18
is_fatturapa_pec is_l10n_it_edi_pec
email_from_for_fatturaPA l10n_it_edi_pec_email_from
Tests

The test base class changed from FatturaPACommon (l10n_it_fatturapa_out.tests) to TestItEdi (l10n_it_edi.tests.common), consistent with the new core extension pattern.

Bug Tracker

Bugs are tracked on GitHub 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.

Do not contact contributors directly about support or help with technical issues.

Credits

Contributors

Maintainers

This module is maintained by the OCA.

Odoo Community Association

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.

This module is part of the OCA/l10n-italy project on GitHub.

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