Mexico - SAT Connection

Description

Base module to connect Odoo to the Mexican Tax Administration (SAT) portal using FIEL electronic signature credentials.

It provides:

• Multi-company FIEL credentials stored on each res.company record.
• A SAT tab on the company form to configure download flows, sync dates, and manual synchronization.
• A secure FIEL credentials wizard that stores certificate, key, and password without exposing saved values in the UI.
• Generic SAT document storage (l10n_mx_sat.document) for CFDIs and retentions, both issued and received.
• A download orchestration layer (l10n_mx_sat.download.request) that handles XML mass downloads via satcfdi.
• Configurable XML download flows per company: CFDI issued/received and retentions issued/received.
• An adapter (SatClient) that wraps communication with the SAT via the satcfdi library. Other modules can use this adapter without depending directly on satcfdi.
• A factory method company.l10n_mx_sat_get_client() that returns an adapter instance. It can be overridden via _inherit to swap the underlying implementation.

This module downloads and stores SAT XML documents. Automatic metadata synchronization is postponed for a future release. Other custom modules may consume l10n_mx_sat.document records for their own business flows.

Table of contents

Installation

This module requires the Python library `satcfdi <https://pypi.org/project/satcfdi/>`__ to communicate with the SAT web services. Install it in the same Python environment as Odoo before using SAT connection features.

Install it with pip (satcfdi >= 26.7.2, which restores Python 3.10 support and the retention download API):

pip install "satcfdi>=26.7.2"

satcfdi is declared in the module manifest external_dependencies. OCA CI and Runboat also pin it in the repository root test-requirements.txt (satcfdi>=26.7.2), together with compatible urllib3 and requests pins.

Configuration

For each Mexican company:

1. Open Settings > Companies > [Company] > SAT tab.
2. Click Update FIEL credentials and upload the certificate (.cer), private key (.key), and password in the wizard. The company VAT/RFC is set automatically from the FIEL certificate.
3. Once FIEL is configured, the company VAT/RFC becomes read-only and must be updated through the FIEL credentials wizard.
4. Review the FIEL configured indicator shown on the company form. Saved credentials are never displayed or downloadable from the UI.
5. Choose which XML download flows are enabled:
   • CFDI issued
   • CFDI received
   • Retentiones issued
   • Retentiones received
6. Optionally set:
   • Sync documents from: first XML backfill date.
   • Automatic SAT download: enable/disable daily cron processing.
7. Click Test connection to validate FIEL credentials.
8. Click Sync now to enqueue SAT XML download requests immediately.

Usage

After configuration, the daily cron creates and processes SAT XML download requests for each enabled company and for each enabled flow.

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