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========================== | ||
Document Management System | ||
========================== | ||
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.. | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! This file is generated by oca-gen-addon-readme !! | ||
!! changes will be overwritten. !! | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! source digest: sha256:d08fb86d7cebb5adbab4a7658e46e630a25d68106405b186db4ca0b011e7cb2d | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png | ||
:target: https://odoo-community.org/page/development-status | ||
:alt: Beta | ||
.. |badge2| image:: https://img.shields.io/badge/licence-LGPL--3-blue.png | ||
:target: http://www.gnu.org/licenses/lgpl-3.0-standalone.html | ||
:alt: License: LGPL-3 | ||
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fdms-lightgray.png?logo=github | ||
:target: https://github.com/OCA/dms/tree/17.0/dms | ||
:alt: OCA/dms | ||
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png | ||
:target: https://translation.odoo-community.org/projects/dms-17-0/dms-17-0-dms | ||
:alt: Translate me on Weblate | ||
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png | ||
:target: https://runboat.odoo-community.org/builds?repo=OCA/dms&target_branch=17.0 | ||
:alt: Try me on Runboat | ||
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|badge1| |badge2| |badge3| |badge4| |badge5| | ||
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DMS is a module for creating, managing and viewing document files | ||
directly within Odoo. This module is only the basis for an entire | ||
ecosystem of apps that extend and seamlessly integrate with the document | ||
management system. | ||
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This module adds portal functionality for directories and files for | ||
allowed users, both portal or internal users. You can get as well a | ||
tokenized link from a directory or a file for sharing it with any | ||
anonymous user. | ||
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**Table of contents** | ||
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.. contents:: | ||
:local: | ||
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Installation | ||
============ | ||
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Preview | ||
------- | ||
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``python-magic`` library is recommended to be installed for having whole | ||
support to get proper file types and file preview. | ||
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Configuration | ||
============= | ||
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Configuration | ||
============= | ||
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To configure this module, you need to: | ||
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1. Create a storage | ||
------------------- | ||
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1. Go to *Documents -> Configuration -> Storages*. | ||
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2. Create a new document storage. You can choose between three options | ||
on ``Save Type``: | ||
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- ``Database``: Store the files on the database as a field | ||
- ``Attachment``: Store the files as attachments | ||
- ``File``: Store the files on the file system | ||
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2. Create an access group | ||
------------------------- | ||
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1. Next, create an administrative access group. Go to *Configuration -> | ||
Access Groups*. | ||
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- Create a new group, name it appropriately, and turn on all three | ||
permissions (Create, Write and Unlink. Read is implied and always | ||
enabled). | ||
- Add any other top-level administrative users to the group if | ||
needed (your user should already be there). | ||
- You can create other groups in here later for fine-grained access | ||
control. | ||
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3. Create a directory | ||
--------------------- | ||
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1. Afterward, go to *Documents -> Directories*. | ||
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2. Create a new directory, mark it as root and select the previously | ||
created setting. | ||
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- Select the *Groups* tab and add your administrative group created | ||
above. If your directory was already created before the group, you | ||
can also add it in the access groups (*Configuration -> Access | ||
Groups*). | ||
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3. In the directory settings, you can also add other access groups | ||
(created above) that will be able to: | ||
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- read | ||
- create | ||
- write | ||
- delete | ||
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Migration | ||
========= | ||
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If you need to modify the storage ``Save Type`` you might want to | ||
migrate the file data. To achieve it, you need to: | ||
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1. Go to *Documents -> Configuration -> Storage* and select the storage | ||
you want to modify | ||
2. Modify the save type | ||
3. Press the button Migrate files if you want to migrate all the files | ||
at once | ||
4. Press the button Manual File Migration to specify files one by one | ||
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You can check all the files that still need to be migrated from all | ||
storages and migrate them manually on *Documents -> Configuration -> | ||
Migration* | ||
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File Wizard Selection | ||
===================== | ||
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There is an action called ``action_dms_file_wizard_selector`` to open a | ||
wizard to list files in kanban view. This can be used (example | ||
dms_attachment_link module) to add a button in kanban view with the | ||
action we need. | ||
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Usage | ||
===== | ||
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The best way to manage the documents is to switch to the Documents view. | ||
Existing documents can be managed there and new documents can be | ||
created. | ||
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Portal functionality | ||
-------------------- | ||
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You can add any portal user to DMS access groups, and then allow that | ||
group in directories, so they will see in the portal such directories | ||
and their files. Another possibility is to click on "Share" button | ||
inside a directory or a file for obtaining a tokenized link for single | ||
access to that resource, no matter if logged or not. | ||
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Known issues / Roadmap | ||
====================== | ||
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- Files preview in portal | ||
- Allow to download folder in portal and create zip file with all | ||
content | ||
- Save in cache own_root directories and update in every | ||
create/write/unlink function | ||
- Add a migration procedure for converting an storage to attachment one | ||
for populating existing records with attachments as folders | ||
- Add a link from attachment view in chatter to linked documents | ||
- If Inherit permissions from related record (the | ||
inherit_access_from_parent_record field from storage) is changed when | ||
directories already exist, inconsistencies may occur because groups | ||
defined in the directories and subdirectories will still exist, all | ||
groups in these directories should be removed before changing. | ||
- Since portal users can read ``dms.storage`` records, if your module | ||
extends this model to another storage backend that needs using | ||
secrets, remember to forbid access to the secrets fields by other | ||
means. It would be nice to be able to remove that rule at some point. | ||
- Searchpanel in files: Highlight items (shading) without records when | ||
filtering something (by name for example). | ||
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Bug Tracker | ||
=========== | ||
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/dms/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 <https://github.com/OCA/dms/issues/new?body=module:%20dms%0Aversion:%2017.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_. | ||
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Do not contact contributors directly about support or help with technical issues. | ||
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Credits | ||
======= | ||
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Authors | ||
------- | ||
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* MuK IT | ||
* Tecnativa | ||
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Contributors | ||
------------ | ||
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- Mathias Markl <mathias.markl@mukit.at> | ||
- Enric Tobella <etobella@creublanca.es> | ||
- Antoni Romera | ||
- Gelu Boros <gelu.boros@rgbconsulting.com> | ||
- `Tecnativa <https://www.tecnativa.com>`__: | ||
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- Víctor Martínez | ||
- Pedro M. Baeza | ||
- Jairo Llopis | ||
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- `Elego <https://www.elegosoft.com>`__: | ||
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- Yu Weng <yweng@elegosoft.com> | ||
- Philip Witte <phillip.witte@elegosoft.com> | ||
- Khanh Bui <khanh.bui@mail.elegosoft.com> | ||
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- `Subteno <https://www.subteno.com>`__: | ||
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- Timothée Vannier <tva@subteno.com> | ||
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Other credits | ||
------------- | ||
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Some pictures are based on or inspired by: | ||
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- `Roundicons <https://www.flaticon.com/authors/roundicons>`__ | ||
- `Smashicons <https://www.flaticon.com/authors/smashicons>`__ | ||
- `EmojiOne <https://github.com/EmojiTwo/emojitwo>`__ : Portal DMS icon | ||
- `GitHub Octicons <https://github.com/primer/octicons/>`__ : The main | ||
DMS icon | ||
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Maintainers | ||
----------- | ||
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This module is maintained by the OCA. | ||
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.. image:: https://odoo-community.org/logo.png | ||
:alt: Odoo Community Association | ||
:target: https://odoo-community.org | ||
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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. | ||
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This module is part of the `OCA/dms <https://github.com/OCA/dms/tree/17.0/dms>`_ project on GitHub. | ||
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. |
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from . import controllers | ||
from . import models | ||
from . import wizards |
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# Copyright 2017-2019 MuK IT GmbH | ||
# Copyright 2024 Subteno - Timothée Vannier (https://www.subteno.com). | ||
# License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl). | ||
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{ | ||
"name": "Document Management System", | ||
"summary": """Document Management System for Odoo""", | ||
"version": "17.0.1.0.0", | ||
"category": "Document Management", | ||
"license": "LGPL-3", | ||
"website": "https://github.com/OCA/dms", | ||
"author": "MuK IT, Tecnativa, Odoo Community Association (OCA)", | ||
"depends": [ | ||
"mail", | ||
"http_routing", | ||
"onboarding", | ||
"portal", | ||
"base", | ||
"web", | ||
], | ||
"data": [ | ||
# Security | ||
"security/security.xml", | ||
"security/ir.model.access.csv", | ||
# Actions | ||
"actions/file.xml", | ||
# Templates | ||
"template/portal.xml", | ||
# Data | ||
"data/onboarding_data.xml", | ||
# Views | ||
"views/dms_tag.xml", | ||
"views/dms_category.xml", | ||
"views/dms_file.xml", | ||
"views/dms_directory.xml", | ||
"views/storage.xml", | ||
"views/dms_access_groups_views.xml", | ||
"views/res_config_settings.xml", | ||
"views/menu.xml", | ||
# Wizard | ||
"wizards/wizard_dms_file_move_views.xml", | ||
"wizards/wizard_dms_share_views.xml", | ||
], | ||
"assets": { | ||
"web.assets_backend": [ | ||
# Style | ||
"dms/static/src/scss/directory_kanban.scss", | ||
"dms/static/src/scss/file_kanban.scss", | ||
"dms/static/src/scss/dms_common.scss", | ||
# JS | ||
"dms/static/src/models/*.js", | ||
"dms/static/src/js/fields/path_json/path_owl.esm.js", | ||
"dms/static/src/js/fields/preview_binary/preview_record.esm.js", | ||
"dms/static/src/js/views/*.esm.js", | ||
# XML | ||
"dms/static/src/js/fields/path_json/path_owl.xml", | ||
"dms/static/src/js/fields/preview_binary/preview_record.xml", | ||
"dms/static/src/js/views/*.xml", | ||
], | ||
"web.assets_frontend": [ | ||
"dms/static/src/scss/portal.scss", | ||
], | ||
"web.assets_tests": [ | ||
"dms/static/tests/tours/**/*", | ||
], | ||
}, | ||
"demo": [ | ||
"demo/res_users.xml", | ||
"demo/access_group.xml", | ||
"demo/category.xml", | ||
"demo/tag.xml", | ||
"demo/storage.xml", | ||
"demo/directory.xml", | ||
"demo/file.xml", | ||
], | ||
"icon": "/dms/static/description/icon.png", | ||
"application": True, | ||
} |
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<?xml version="1.0" encoding="UTF-8" ?> | ||
<!-- | ||
Copyright 2017-2019 MuK IT GmbH | ||
License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl). | ||
--> | ||
<odoo> | ||
<record id="action_dms_attachment_migrate" model="ir.actions.server"> | ||
<field name="name">Migrate</field> | ||
<field name="model_id" ref="model_dms_file" /> | ||
<field name="binding_model_id" ref="dms.model_dms_file" /> | ||
<field name="state">code</field> | ||
<field name="code">records.action_migrate()</field> | ||
</record> | ||
</odoo> |
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from . import main | ||
from . import portal |
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# Copyright 2017-2019 MuK IT GmbH | ||
# License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl). | ||
from odoo import http | ||
from odoo.http import request | ||
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class OnboardingController(http.Controller): | ||
@http.route("/config/dms.forbidden_extensions", type="json", auth="user") | ||
def forbidden_extensions(self, **_kwargs): | ||
params = request.env["ir.config_parameter"].sudo() | ||
return { | ||
"forbidden_extensions": params.get_param( | ||
"dms.forbidden_extensions", default="" | ||
) | ||
} |
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