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# Document Management System
Odoo addon: dms
## Installation
```bash
pip install odoo-bringout-oca-dms-dms
```
## Dependencies
This addon depends on:
- mail
- http_routing
- portal
- base
## Manifest Information
- **Name**: Document Management System
- **Version**: 16.0.1.8.6
- **Category**: Document Management
- **License**: LGPL-3
- **Installable**: False
## Source
Based on [OCA/dms](https://github.com/OCA/dms) branch 16.0, addon `dms`.
## License
This package maintains the original LGPL-3 license from the upstream Odoo project.
## Documentation
- Overview: doc/OVERVIEW.md
- Architecture: doc/ARCHITECTURE.md
- Models: doc/MODELS.md
- Controllers: doc/CONTROLLERS.md
- Wizards: doc/WIZARDS.md
- Install: doc/INSTALL.md
- Usage: doc/USAGE.md
- Configuration: doc/CONFIGURATION.md
- Dependencies: doc/DEPENDENCIES.md
- Troubleshooting: doc/TROUBLESHOOTING.md
- FAQ: doc/FAQ.md

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==========================
Document Management System
==========================
..
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! source digest: sha256:4ca37da84fb902307a08168a40a5048ba34c2af01b05c97a139cca5eb19b8301
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
.. |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/16.0/dms
:alt: OCA/dms
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
:target: https://translation.odoo-community.org/projects/dms-16-0/dms-16-0-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=16.0
:alt: Try me on Runboat
|badge1| |badge2| |badge3| |badge4| |badge5|
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.
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.
**Table of contents**
.. contents::
:local:
Installation
============
Preview
~~~~~~~
``mail_preview_base`` is required for DMS but it is recommended to install all
the other `mail_preview` modules from `social` OCA repository
in order to improve the preview of files.
``python-magic`` library is recommended to be installed for having whole support
to get proper file types and file preview.
Configuration
=============
To configure this module, you need to:
#. Go to *Documents -> Configuration -> Storages*.
#. Create a new document storage. You can choose between two options on `Save Type`:
* `Database`: Store the files on the database as a field
* `Attachment`: Store the files as attachments
#. Next create an administrative access group. Go to *Configuration -> Access Groups*.
* 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.
#. Afterwards go to *Documents -> Directories*.
#. Create a new directory, mark it as root and select the previously created setting.
* Select the *Groups* tab and add your administrative group created above.
#. On the Directory you can also add other access groups (created above) that will be able to:
* read
* create
* write
* delete
Migration
~~~~~~~~~
If you need to modify the storage Save Type you might want to migrate the file data.
In order to achieve it you need to:
#. Go to *Documents -> Configuration -> Storage* and select the storage you want to modify
#. Modify the save type
#. Press the button `Migrate files` if you want to migrate all the files at once
#. Press the button `Manual File Migration` in order to specify files one by one
You can check all the files that still needs to be migrated from all storages
and migrate them manually on *Documents -> Configuration -> Migration*
File Wizard Selection
~~~~~~~~~~~~~~~~~~~~~
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.
Usage
=====
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.
Portal functionality
~~~~~~~~~~~~~~~~~~~~
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.
Known issues / Roadmap
======================
- 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).
- Accessing the clipboard (for example copy share link of file/directory) is limited to secure connections. It also happens in any part of Odoo.
Bug Tracker
===========
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:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
Do not contact contributors directly about support or help with technical issues.
Credits
=======
Authors
~~~~~~~
* MuK IT
* Tecnativa
Contributors
~~~~~~~~~~~~
* Mathias Markl <mathias.markl@mukit.at>
* Enric Tobella <etobella@creublanca.es>
* Antoni Romera
* Gelu Boros <gelu.boros@rgbconsulting.com>
* `Tecnativa <https://www.tecnativa.com>`_:
* Víctor Martínez
* Pedro M. Baeza
* Jairo Llopis
* `Elego <https://www.elegosoft.com>`_:
* Yu Weng <yweng@elegosoft.com>
* Philip Witte <phillip.witte@elegosoft.com>
* Khanh Bui <khanh.bui@mail.elegosoft.com>
Other credits
~~~~~~~~~~~~~
The migration of this module from 15.0 to 16.0 was financially supported by `AgentERP <https://www.agenterp.com>`_
Some pictures are based on or inspired by:
* `Roundicons <https://www.flaticon.com/authors/roundicons>`_
* `Smashicons <https://www.flaticon.com/authors/smashicons>`_
Maintainers
~~~~~~~~~~~
This module is maintained by the OCA.
.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org
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/dms <https://github.com/OCA/dms/tree/16.0/dms>`_ project on GitHub.
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
# License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl).
{
"name": "Document Management System",
"summary": """Document Management System for Odoo""",
"version": "16.0.1.8.6",
"category": "Document Management",
"license": "LGPL-3",
"website": "https://github.com/OCA/dms",
"author": "MuK IT, Tecnativa, Odoo Community Association (OCA)",
"depends": [
"mail",
"http_routing",
"portal",
"base",
],
"data": [
"security/security.xml",
"security/ir.model.access.csv",
"actions/file.xml",
"template/onboarding.xml",
"views/menu.xml",
"views/tag.xml",
"views/category.xml",
"views/dms_file.xml",
"views/directory.xml",
"views/storage.xml",
"views/dms_access_groups_views.xml",
"views/res_config_settings.xml",
"views/dms_portal_templates.xml",
"wizards/wizard_dms_file_move_views.xml",
"wizards/wizard_dms_share_views.xml",
],
"assets": {
"mail.assets_messaging": [
("include", "mail.assets_core_messaging"),
"dms/static/src/models/*.js",
],
"web.assets_backend": [
"dms/static/src/scss/*",
"dms/static/src/js/fields/*",
"dms/static/src/js/views/*.esm.js",
"dms/static/src/js/views/*.xml",
"dms/static/src/js/views/fields/binary/*",
],
"web.assets_frontend": ["dms/static/src/js/dms_portal_tour.js"],
},
"demo": [
"demo/res_users.xml",
"demo/access_group.xml",
"demo/category.xml",
"demo/tag.xml",
"demo/storage.xml",
"demo/directory.xml",
"demo/file.xml",
],
"images": ["static/description/banner.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
class OnboardingController(http.Controller):
@http.route("/dms/document_onboarding/directory", auth="user", type="json")
def document_onboarding_directory(self):
company = request.env.user.company_id
closed = company.documents_onboarding_state == "closed"
check = request.env.user.has_group("dms.group_dms_manager")
if check and not closed:
return {
"html": request.env["ir.qweb"]._render(
request.env.ref("dms.document_onboarding_directory_panel").id,
{
"state": company.get_and_update_documents_onboarding_state(),
"company": company,
},
)
}
return {}
@http.route("/dms/document_onboarding/file", auth="user", type="json")
def document_onboarding_file(self):
company = request.env.user.company_id
closed = company.documents_onboarding_state == "closed"
check = request.env.user.has_group("dms.group_dms_manager")
if check and not closed:
return {
"html": request.env["ir.qweb"]._render(
request.env.ref("dms.document_onboarding_file_panel").id,
{
"state": company.get_and_update_documents_onboarding_state(),
"company": company,
},
)
}
return {}
@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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# Copyright 2020-2021 Tecnativa - Víctor Martínez
import base64
from odoo import _, http
from odoo.http import content_disposition, request
from odoo.osv.expression import OR
from odoo.addons.portal.controllers.portal import CustomerPortal
from odoo.addons.web.controllers.utils import ensure_db
class CustomerPortal(CustomerPortal):
def _dms_check_access(self, model, res_id, access_token=None):
item = request.env[model].browse(res_id)
if access_token:
item = item.sudo()
if not item.check_access_token(access_token):
return False
else:
if not item.permission_read:
return False
return item
def _prepare_home_portal_values(self, counters):
values = super()._prepare_home_portal_values(counters)
if "dms_directory_count" in counters:
ids = request.env["dms.directory"]._get_own_root_directories()
values["dms_directory_count"] = len(ids)
return values
@http.route(["/my/dms"], type="http", auth="user", website=True)
def portal_my_dms(
self, sortby=None, filterby=None, search=None, search_in="name", **kw
):
values = self._prepare_portal_layout_values()
searchbar_sortings = {"name": {"label": _("Name"), "order": "name asc"}}
# default sortby br
if not sortby:
sortby = "name"
sort_br = searchbar_sortings[sortby]["order"]
# search
searchbar_inputs = {
"name": {"input": "name", "label": _("Name")},
}
if not filterby:
filterby = "name"
# domain
domain = [
(
"id",
"in",
request.env["dms.directory"]._get_own_root_directories(),
)
]
# search
if search and search_in:
search_domain = []
if search_in == "name":
search_domain = OR([search_domain, [("name", "ilike", search)]])
domain += search_domain
# content according to pager and archive selected
items = request.env["dms.directory"].search(domain, order=sort_br)
request.session["my_dms_folder_history"] = items.ids
# values
values.update(
{
"dms_directories": items,
"page_name": "dms_directory",
"default_url": "/my/dms",
"searchbar_sortings": searchbar_sortings,
"searchbar_inputs": searchbar_inputs,
"search_in": search_in,
"sortby": sortby,
"filterby": filterby,
"access_token": None,
}
)
return request.render("dms.portal_my_dms", values)
@http.route(
["/my/dms/directory/<int:dms_directory_id>"],
type="http",
auth="public",
website=True,
)
def portal_my_dms_directory(
self,
dms_directory_id=False,
sortby=None,
filterby=None,
search=None,
search_in="name",
access_token=None,
**kw
):
ensure_db()
# operations
searchbar_sortings = {"name": {"label": _("Name"), "order": "name asc"}}
# default sortby br
if not sortby:
sortby = "name"
sort_br = searchbar_sortings[sortby]["order"]
# search
searchbar_inputs = {
"name": {"input": "name", "label": _("Name")},
}
if not filterby:
filterby = "name"
# domain
domain = [("is_hidden", "=", False), ("parent_id", "=", dms_directory_id)]
# search
if search and search_in:
search_domain = []
if search_in == "name":
search_domain = OR([search_domain, [("name", "ilike", search)]])
domain += search_domain
# content according to pager and archive selected
if access_token:
dms_directory_items = (
request.env["dms.directory"].sudo().search(domain, order=sort_br)
)
else:
dms_directory_items = request.env["dms.directory"].search(
domain, order=sort_br
)
request.session["my_dms_folder_history"] = dms_directory_items.ids
res = self._dms_check_access("dms.directory", dms_directory_id, access_token)
if not res:
if access_token:
return request.redirect("/")
else:
return request.redirect("/my")
dms_directory_sudo = res
# dms_files_count
domain = [
("is_hidden", "=", False),
("directory_id", "=", dms_directory_id),
]
# search
if search and search_in:
search_domain = []
if search_in == "name":
search_domain = OR([search_domain, [("name", "ilike", search)]])
domain += search_domain
# items
if access_token:
dms_file_items = (
request.env["dms.file"].sudo().search(domain, order=sort_br)
)
else:
dms_file_items = request.env["dms.file"].search(domain, order=sort_br)
request.session["my_dms_file_history"] = dms_file_items.ids
dms_parent_categories = dms_directory_sudo.sudo()._get_parent_categories(
access_token
)
# values
values = {
"dms_directories": dms_directory_items,
"page_name": "dms_directory",
"default_url": "/my/dms",
"searchbar_sortings": searchbar_sortings,
"searchbar_inputs": searchbar_inputs,
"search_in": search_in,
"sortby": sortby,
"filterby": filterby,
"access_token": access_token,
"dms_directory": dms_directory_sudo,
"dms_files": dms_file_items,
"dms_parent_categories": dms_parent_categories,
}
return request.render("dms.portal_my_dms", values)
@http.route(
["/my/dms/file/<int:dms_file_id>/download"],
type="http",
auth="public",
website=True,
)
def portal_my_dms_file_download(self, dms_file_id, access_token=None, **kw):
"""Process user's consent acceptance or rejection."""
ensure_db()
# operations
res = self._dms_check_access("dms.file", dms_file_id, access_token)
if not res:
if access_token:
return request.redirect("/")
else:
return request.redirect("/my")
dms_file_sudo = res
# It's necessary to prevent AccessError in ir_attachment .check() function
if dms_file_sudo.attachment_id and request.env.user.has_group(
"base.group_portal"
):
dms_file_sudo = dms_file_sudo.sudo()
filecontent = base64.b64decode(dms_file_sudo.content)
content_type = ["Content-Type", "application/octet-stream"]
disposition_content = [
"Content-Disposition",
content_disposition(dms_file_sudo.name),
]
return request.make_response(filecontent, [content_type, disposition_content])

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<?xml version="1.0" encoding="utf-8" ?>
<odoo noupdate="1">
<record id="access_group_01_demo" model="dms.access.group">
<field name="name">Admin</field>
<field name="perm_create">True</field>
<field name="perm_write">True</field>
<field name="perm_unlink">True</field>
<field
name="explicit_user_ids"
eval="[(6, 0, [ref('base.user_admin'), ref('base.user_demo')])]"
/>
</record>
<record id="access_group_02_demo" model="dms.access.group">
<field name="name">Portal</field>
<field name="group_ids" eval="[(6, 0, [ref('base.group_portal')])]" />
</record>
<record id="access_group_03_demo" model="dms.access.group">
<field name="name">Only admin user</field>
<field name="perm_create">True</field>
<field name="perm_write">True</field>
<field name="perm_unlink">True</field>
<field name="explicit_user_ids" eval="[(6, 0, [ref('base.user_admin')])]" />
</record>
</odoo>

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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 noupdate="1">
<record id="category_01_demo" model="dms.category">
<field name="name">Internal</field>
</record>
<record id="category_02_demo" model="dms.category">
<field name="name">Human Resource</field>
<field name="parent_id" ref="dms.category_01_demo" />
</record>
<record id="category_03_demo" model="dms.category">
<field name="name">Contracts</field>
<field name="parent_id" ref="dms.category_02_demo" />
</record>
<record id="category_04_demo" model="dms.category">
<field name="name">Traveling</field>
<field name="parent_id" ref="dms.category_02_demo" />
</record>
<record id="category_05_demo" model="dms.category">
<field name="name">External</field>
</record>
<record id="category_06_demo" model="dms.category">
<field name="name">News</field>
<field name="parent_id" ref="dms.category_05_demo" />
</record>
</odoo>

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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 noupdate="1">
<record id="directory_01_demo" model="dms.directory">
<field name="name">Documents</field>
<field name="is_root_directory" eval="True" />
<field name="parent_id" eval="False" />
<field name="color" eval="1" />
<field name="storage_id" ref="dms.storage_demo" />
<field name="category_id" ref="dms.category_01_demo" />
<field
name="tag_ids"
eval="[(6, 0, [ref('dms.tag_01_demo'), ref('dms.tag_05_demo')])]"
/>
<field name="group_ids" eval="[(6, 0, [ref('dms.access_group_01_demo')])]" />
</record>
<record id="directory_02_demo" model="dms.directory">
<field name="name">Media</field>
<field name="is_root_directory" eval="True" />
<field name="parent_id" eval="False" />
<field name="color" eval="2" />
<field name="storage_id" ref="dms.storage_demo" />
<field
name="tag_ids"
eval="[(6, 0, [ref('dms.tag_01_demo'), ref('dms.tag_03_demo')])]"
/>
<field name="group_ids" eval="[(6, 0, [ref('dms.access_group_01_demo')])]" />
</record>
<record id="directory_03_demo" model="dms.directory">
<field name="name">Sheets</field>
<field name="is_root_directory" eval="False" />
<field name="color" eval="1" />
<field name="parent_id" ref="dms.directory_01_demo" />
<field
name="tag_ids"
eval="[(6, 0, [ref('dms.tag_01_demo'), ref('dms.tag_04_demo')])]"
/>
</record>
<record id="directory_04_demo" model="dms.directory">
<field name="name">Templates</field>
<field name="is_root_directory" eval="False" />
<field name="color" eval="1" />
<field name="parent_id" ref="dms.directory_01_demo" />
<field name="category_id" ref="dms.category_01_demo" />
<field name="tag_ids" eval="[(6, 0, [ref('dms.tag_07_demo')])]" />
</record>
<record id="directory_05_demo" model="dms.directory">
<field name="name">Photos</field>
<field name="is_root_directory" eval="False" />
<field name="color" eval="2" />
<field name="category_id" ref="dms.category_02_demo" />
<field name="parent_id" ref="dms.directory_02_demo" />
<field
name="group_ids"
eval="[(6, 0, [ref('dms.access_group_01_demo'), ref('dms.access_group_02_demo')])]"
/>
</record>
<record id="directory_06_demo" model="dms.directory">
<field name="name">2017</field>
<field name="is_root_directory" eval="False" />
<field name="color" eval="2" />
<field name="parent_id" ref="dms.directory_05_demo" />
<field
name="tag_ids"
eval="[(6, 0, [ref('dms.tag_02_demo'), ref('dms.tag_03_demo')])]"
/>
</record>
<record id="directory_07_demo" model="dms.directory">
<field name="name">2018</field>
<field name="is_root_directory" eval="False" />
<field name="color" eval="2" />
<field name="parent_id" ref="dms.directory_05_demo" />
<field
name="tag_ids"
eval="[(6, 0, [ref('dms.tag_02_demo'), ref('dms.tag_06_demo')])]"
/>
</record>
<record id="directory_08_demo" model="dms.directory">
<field name="name">Videos</field>
<field name="is_root_directory" eval="False" />
<field name="color" eval="2" />
<field name="parent_id" ref="dms.directory_02_demo" />
</record>
<record id="directory_09_demo" model="dms.directory">
<field name="name">Music</field>
<field name="is_root_directory" eval="False" />
<field name="color" eval="2" />
<field name="parent_id" ref="dms.directory_02_demo" />
</record>
<record id="directory_10_demo" model="dms.directory">
<field name="name">Graphics</field>
<field name="is_root_directory" eval="False" />
<field name="parent_id" ref="dms.directory_02_demo" />
</record>
<record id="directory_11_demo" model="dms.directory">
<field name="name">Mails</field>
<field name="is_root_directory" eval="True" />
<field name="parent_id" eval="False" />
<field name="color" eval="3" />
<field name="storage_id" ref="dms.storage_demo" />
<field
name="tag_ids"
eval="[(6, 0, [ref('dms.tag_04_demo'), ref('dms.tag_05_demo')])]"
/>
<field
name="group_ids"
eval="[(6, 0, [ref('dms.access_group_01_demo'), ref('dms.access_group_02_demo')])]"
/>
</record>
<record id="directory_12_demo" model="dms.directory">
<field name="name">Data</field>
<field name="is_root_directory" eval="False" />
<field name="color" eval="1" />
<field name="parent_id" ref="dms.directory_01_demo" />
<field
name="tag_ids"
eval="[(6, 0, [ref('dms.tag_06_demo'), ref('dms.tag_07_demo')])]"
/>
</record>
<record id="directory_13_demo" model="dms.directory">
<field name="name">Code</field>
<field name="is_root_directory" eval="False" />
<field name="color" eval="1" />
<field name="category_id" ref="dms.category_01_demo" />
<field name="parent_id" ref="dms.directory_01_demo" />
</record>
<record id="directory_14_demo" model="dms.directory">
<field name="name">Slides</field>
<field name="is_root_directory" eval="False" />
<field name="category_id" ref="dms.category_01_demo" />
<field name="parent_id" ref="dms.directory_01_demo" />
</record>
<record id="directory_root_res_partner_demo" model="dms.directory">
<field name="name">Partners</field>
<field name="is_root_directory" eval="True" />
<field name="color" eval="1" />
<field name="storage_id" ref="dms.storage_attachment_demo" />
<field name="category_id" ref="dms.category_01_demo" />
<field name="model_id" ref="base.model_res_partner" />
<field name="res_model">res.partner</field>
</record>
</odoo>

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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 noupdate="1">
<record id="file_01_demo" model="dms.file">
<field name="name">Sydney.jpg</field>
<field name="color" eval="1" />
<field name="directory_id" ref="dms.directory_06_demo" />
<field name="content" type="base64" file="dms/test/image01.jpg" />
<field
name="tag_ids"
eval="[(6, 0, [ref('dms.tag_01_demo'), ref('dms.tag_05_demo')])]"
/>
</record>
<record id="file_02_demo" model="dms.file">
<field name="name">Logo_01.jpg</field>
<field name="color" eval="1" />
<field name="directory_id" ref="dms.directory_07_demo" />
<field name="content" type="base64" file="dms/test/image02.jpg" />
</record>
<record id="file_03_demo" model="dms.file">
<field name="name">Logo_02.jpg</field>
<field name="color" eval="1" />
<field name="directory_id" ref="dms.directory_07_demo" />
<field name="category_id" ref="dms.category_02_demo" />
<field name="content" type="base64" file="dms/test/image03.jpg" />
</record>
<record id="file_04_demo" model="dms.file">
<field name="name">Logo_03.jpg</field>
<field name="color" eval="1" />
<field name="directory_id" ref="dms.directory_07_demo" />
<field name="content" type="base64" file="dms/test/image04.jpg" />
</record>
<record id="file_05_demo" model="dms.file">
<field name="name">Logo.svg</field>
<field name="color" eval="1" />
<field name="directory_id" ref="dms.directory_10_demo" />
<field name="category_id" ref="dms.category_03_demo" />
<field name="content" type="base64" file="dms/test/vector.svg" />
</record>
<record id="file_06_demo" model="dms.file">
<field name="name">Loop_01.wav</field>
<field name="color" eval="1" />
<field name="directory_id" ref="dms.directory_09_demo" />
<field name="content" type="base64" file="dms/test/audio01.wav" />
<field
name="tag_ids"
eval="[(6, 0, [ref('dms.tag_01_demo'), ref('dms.tag_03_demo')])]"
/>
</record>
<record id="file_07_demo" model="dms.file">
<field name="name">Loop_02.wav</field>
<field name="color" eval="2" />
<field name="directory_id" ref="dms.directory_09_demo" />
<field name="content" type="base64" file="dms/test/audio02.wav" />
<field
name="tag_ids"
eval="[(6, 0, [ref('dms.tag_01_demo'), ref('dms.tag_03_demo')])]"
/>
</record>
<record id="file_08_demo" model="dms.file">
<field name="name">Loop_03.mp3</field>
<field name="color" eval="2" />
<field name="directory_id" ref="dms.directory_09_demo" />
<field name="content" type="base64" file="dms/test/audio03.mp3" />
<field
name="tag_ids"
eval="[(6, 0, [ref('dms.tag_01_demo'), ref('dms.tag_03_demo')])]"
/>
</record>
<record id="file_09_demo" model="dms.file">
<field name="name">Loop_04.mp3</field>
<field name="color" eval="2" />
<field name="directory_id" ref="dms.directory_09_demo" />
<field name="content" type="base64" file="dms/test/audio04.mp3" />
<field
name="tag_ids"
eval="[(6, 0, [ref('dms.tag_01_demo'), ref('dms.tag_03_demo')])]"
/>
</record>
<record id="file_10_demo" model="dms.file">
<field name="name">Video.mp4</field>
<field name="color" eval="3" />
<field name="directory_id" ref="dms.directory_08_demo" />
<field name="content" type="base64" file="dms/test/video.mp4" />
<field
name="tag_ids"
eval="[(6, 0, [ref('dms.tag_02_demo'), ref('dms.tag_03_demo')])]"
/>
</record>
<record id="file_11_demo" model="dms.file">
<field name="name">Mail_01.eml</field>
<field name="color" eval="4" />
<field name="directory_id" ref="dms.directory_11_demo" />
<field name="content" type="base64" file="dms/test/mail01.eml" />
<field name="category_id" ref="dms.category_03_demo" />
</record>
<record id="file_12_demo" model="dms.file">
<field name="name">Mail_02.eml</field>
<field name="color" eval="4" />
<field name="directory_id" ref="dms.directory_11_demo" />
<field name="content" type="base64" file="dms/test/mail02.eml" />
</record>
<record id="file_13_demo" model="dms.file">
<field name="name">Text.txt</field>
<field name="directory_id" ref="dms.directory_12_demo" />
<field name="content" type="base64" file="dms/test/text.txt" />
<field
name="tag_ids"
eval="[(6, 0, [ref('dms.tag_05_demo'), ref('dms.tag_06_demo')])]"
/>
</record>
<record id="file_14_demo" model="dms.file">
<field name="name">ASPECTJ.aj</field>
<field name="directory_id" ref="dms.directory_13_demo" />
<field name="content" type="base64" file="dms/test/code01.aj" />
<field name="category_id" ref="dms.category_01_demo" />
</record>
<record id="file_15_demo" model="dms.file">
<field name="name">Bash.sh</field>
<field name="directory_id" ref="dms.directory_13_demo" />
<field name="content" type="base64" file="dms/test/code02.sh" />
</record>
<record id="file_16_demo" model="dms.file">
<field name="name">C.c</field>
<field name="directory_id" ref="dms.directory_13_demo" />
<field name="content" type="base64" file="dms/test/code03.c" />
</record>
<record id="file_17_demo" model="dms.file">
<field name="name">Cplusplus.cc</field>
<field name="directory_id" ref="dms.directory_13_demo" />
<field name="content" type="base64" file="dms/test/code04.cc" />
</record>
<record id="file_18_demo" model="dms.file">
<field name="name">CSharp.cs</field>
<field name="directory_id" ref="dms.directory_13_demo" />
<field name="content" type="base64" file="dms/test/code05.cs" />
</record>
<record id="file_19_demo" model="dms.file">
<field name="name">COBOL.cbl</field>
<field name="directory_id" ref="dms.directory_13_demo" />
<field name="content" type="base64" file="dms/test/code06.cbl" />
</record>
<record id="file_20_demo" model="dms.file">
<field name="name">CoffeeScript.coffee</field>
<field name="directory_id" ref="dms.directory_13_demo" />
<field name="content" type="base64" file="dms/test/code07.coffee" />
</record>
<record id="file_21_demo" model="dms.file">
<field name="name">Fortran.f</field>
<field name="directory_id" ref="dms.directory_13_demo" />
<field name="content" type="base64" file="dms/test/code08.f" />
</record>
<record id="file_22_demo" model="dms.file">
<field name="name">Go.go</field>
<field name="directory_id" ref="dms.directory_13_demo" />
<field name="content" type="base64" file="dms/test/code09.go" />
</record>
<record id="file_23_demo" model="dms.file">
<field name="name">Groovy.groovy</field>
<field name="directory_id" ref="dms.directory_13_demo" />
<field name="content" type="base64" file="dms/test/code10.groovy" />
</record>
<record id="file_24_demo" model="dms.file">
<field name="name">Java.java</field>
<field name="directory_id" ref="dms.directory_13_demo" />
<field name="content" type="base64" file="dms/test/code11.java" />
</record>
<record id="file_25_demo" model="dms.file">
<field name="name">Scala.sc</field>
<field name="directory_id" ref="dms.directory_13_demo" />
<field name="content" type="base64" file="dms/test/code12.sc" />
</record>
<record id="file_26_demo" model="dms.file">
<field name="name">Sample.md</field>
<field name="directory_id" ref="dms.directory_04_demo" />
<field name="content" type="base64" file="dms/test/markdown.md" />
</record>
<record id="file_27_demo" model="dms.file">
<field name="name">Document_05.pdf</field>
<field name="color" eval="1" />
<field name="directory_id" ref="dms.directory_12_demo" />
<field name="content" type="base64" file="dms/test/document01.pdf" />
</record>
<record id="file_28_demo" model="dms.file">
<field name="name">Slide_01.odp</field>
<field name="directory_id" ref="dms.directory_14_demo" />
<field name="content" type="base64" file="dms/test/slide01.odp" />
</record>
<record id="file_29_demo" model="dms.file">
<field name="name">Slide_02.ppt</field>
<field name="directory_id" ref="dms.directory_14_demo" />
<field name="content" type="base64" file="dms/test/slide02.ppt" />
</record>
<record id="file_30_demo" model="dms.file">
<field name="name">Document_02.doc</field>
<field name="color" eval="5" />
<field name="directory_id" ref="dms.directory_12_demo" />
<field name="content" type="base64" file="dms/test/document02.doc" />
</record>
<record id="file_31_demo" model="dms.file">
<field name="name">Document_03.odt</field>
<field name="color" eval="5" />
<field name="directory_id" ref="dms.directory_12_demo" />
<field name="content" type="base64" file="dms/test/document03.odt" />
</record>
<record id="file_32_demo" model="dms.file">
<field name="name">Sheet_01.xls</field>
<field name="color" eval="6" />
<field name="directory_id" ref="dms.directory_03_demo" />
<field name="content" type="base64" file="dms/test/sheet01.xls" />
</record>
<record id="file_33_demo" model="dms.file">
<field name="name">Sheet_02.csv</field>
<field name="color" eval="6" />
<field name="directory_id" ref="dms.directory_03_demo" />
<field name="content" type="base64" file="dms/test/sheet02.csv" />
</record>
<record id="file_34_demo" model="dms.file">
<field name="name">Sheet_03.ods</field>
<field name="color" eval="6" />
<field name="directory_id" ref="dms.directory_03_demo" />
<field name="content" type="base64" file="dms/test/sheet03.ods" />
</record>
<record id="file_35_demo" model="dms.file">
<field name="name">Document_04.rtf</field>
<field name="color" eval="6" />
<field name="directory_id" ref="dms.directory_03_demo" />
<field name="content" type="base64" file="dms/test/document04.rtf" />
</record>
<record id="file_36_demo" model="dms.file">
<field name="name">Text.rst</field>
<field name="color" eval="3" />
<field name="directory_id" ref="dms.directory_02_demo" />
<field name="content" type="base64" file="dms/test/text.rst" />
</record>
</odoo>

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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 noupdate="1">
<record id="base.user_demo" model="res.users">
<field eval="[(4, ref('dms.group_dms_user'))]" name="groups_id" />
</record>
</odoo>

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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 noupdate="1">
<record id="storage_demo" model="dms.storage">
<field name="name">Documents Storage</field>
<field name="save_type">database</field>
</record>
<record id="storage_attachment_demo" model="dms.storage">
<field name="name">Attachment Storage</field>
<field name="save_type">attachment</field>
<field name="inherit_access_from_parent_record" eval="True" />
<field name="include_message_attachments" eval="True" />
<field name="model_ids" eval="[(6, 0, [ref('base.model_res_partner')])]" />
</record>
</odoo>

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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 noupdate="1">
<record id="tag_01_demo" model="dms.tag">
<field name="name">Customer</field>
<field name="color">1</field>
<field name="category_id" ref="category_03_demo" />
</record>
<record id="tag_02_demo" model="dms.tag">
<field name="name">Partner</field>
<field name="color">2</field>
<field name="category_id" ref="category_03_demo" />
</record>
<record id="tag_03_demo" model="dms.tag">
<field name="name">Project</field>
<field name="color">3</field>
<field name="category_id" ref="category_04_demo" />
</record>
<record id="tag_04_demo" model="dms.tag">
<field name="name">Sales</field>
<field name="color">4</field>
<field name="category_id" ref="category_05_demo" />
</record>
<record id="tag_05_demo" model="dms.tag">
<field name="name">Portal</field>
<field name="color">5</field>
<field name="category_id" ref="category_05_demo" />
</record>
<record id="tag_06_demo" model="dms.tag">
<field name="name">Apps</field>
<field name="color">6</field>
<field name="category_id" ref="category_05_demo" />
</record>
<record id="tag_07_demo" model="dms.tag">
<field name="name">Accounting</field>
<field name="color">7</field>
<field name="category_id" ref="category_05_demo" />
</record>
<record id="tag_08_demo" model="dms.tag">
<field name="name">Customer Invoice</field>
<field name="color">8</field>
<field name="category_id" ref="category_05_demo" />
</record>
<record id="tag_09_demo" model="dms.tag">
<field name="name">Vendor Bill</field>
<field name="color">9</field>
<field name="category_id" ref="category_05_demo" />
</record>
<record id="tag_10_demo" model="dms.tag">
<field name="name">Product</field>
<field name="color">10</field>
<field name="category_id" ref="category_06_demo" />
</record>
<record id="tag_11_demo" model="dms.tag">
<field name="name">Contract</field>
<field name="color">11</field>
<field name="category_id" ref="category_01_demo" />
</record>
</odoo>

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odoo-bringout-oca-dms-dms/dms/models/__init__.py Normal file
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from . import access_groups
from . import base
from . import mixins_thumbnail
from . import dms_security_mixin
from . import abstract_dms_mixin
from . import storage
from . import directory
from . import dms_file
from . import category
from . import tag
from . import res_company
from . import res_config_settings
from . import ir_attachment
from . import mail_thread

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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
from odoo import api, fields, models
class AbstractDmsMixin(models.AbstractModel):
_name = "abstract.dms.mixin"
_description = "Abstract Dms Mixin"
name = fields.Char(required=True, index="btree")
# Only defined to prevent error in other fields that related it
storage_id = fields.Many2one(
comodel_name="dms.storage", string="Storage", store=True, copy=True
)
is_hidden = fields.Boolean(
string="Storage is Hidden",
related="storage_id.is_hidden",
readonly=True,
store=True,
)
company_id = fields.Many2one(
related="storage_id.company_id",
comodel_name="res.company",
string="Company",
readonly=True,
store=True,
index="btree",
)
storage_id_save_type = fields.Selection(related="storage_id.save_type", store=False)
color = fields.Integer(default=0)
category_id = fields.Many2one(
comodel_name="dms.category",
context="{'dms_category_show_path': True}",
string="Category",
)
@api.model
def search_panel_select_range(self, field_name, **kwargs):
"""Add context to display short folder name."""
_self = self.with_context(
directory_short_name=True, skip_sanitized_parent_hierarchy=True
)
return super(AbstractDmsMixin, _self).search_panel_select_range(
field_name, **kwargs
)
def _search_panel_sanitized_parent_hierarchy(self, records, parent_name, ids):
if self.env.context.get("skip_sanitized_parent_hierarchy"):
all_ids = [value["id"] for value in records]
# Prevent error if user not access to parent record
for value in records:
if value["parent_id"] and value["parent_id"][0] not in all_ids:
value["parent_id"] = False
return records
return super()._search_panel_sanitized_parent_hierarchy(
records=records, parent_name=parent_name, ids=ids
)

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# Copyright 2017-2019 MuK IT GmbH
# Copyright 2020 RGB Consulting
# License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl).
from odoo import _, api, fields, models
from odoo.exceptions import ValidationError
class DmsAccessGroups(models.Model):
_name = "dms.access.group"
_description = "Record Access Groups"
_parent_store = True
_parent_name = "parent_group_id"
name = fields.Char(string="Group Name", required=True, translate=True)
parent_path = fields.Char(index="btree", unaccent=False)
# Permissions written directly on this group
perm_create = fields.Boolean(string="Create Access")
perm_write = fields.Boolean(string="Write Access")
perm_unlink = fields.Boolean(string="Unlink Access")
# Permissions computed including parent group
perm_inclusive_create = fields.Boolean(
string="Inherited Create Access",
compute="_compute_inclusive_permissions",
store=True,
recursive=True,
)
perm_inclusive_write = fields.Boolean(
string="Inherited Write Access",
compute="_compute_inclusive_permissions",
store=True,
recursive=True,
)
perm_inclusive_unlink = fields.Boolean(
string="Inherited Unlink Access",
compute="_compute_inclusive_permissions",
store=True,
recursive=True,
)
directory_ids = fields.Many2many(
comodel_name="dms.directory",
relation="dms_directory_groups_rel",
string="Directories",
column1="gid",
column2="aid",
auto_join=True,
readonly=True,
)
complete_directory_ids = fields.Many2many(
comodel_name="dms.directory",
relation="dms_directory_complete_groups_rel",
column1="gid",
column2="aid",
string="Complete directories",
auto_join=True,
readonly=True,
)
count_users = fields.Integer(compute="_compute_users", store=True)
count_directories = fields.Integer(compute="_compute_count_directories")
parent_group_id = fields.Many2one(
comodel_name="dms.access.group",
string="Parent Group",
ondelete="cascade",
index="btree",
)
child_group_ids = fields.One2many(
comodel_name="dms.access.group",
inverse_name="parent_group_id",
string="Child Groups",
)
group_ids = fields.Many2many(
comodel_name="res.groups",
relation="dms_access_group_groups_rel",
column1="gid",
column2="rid",
string="Groups",
)
explicit_user_ids = fields.Many2many(
comodel_name="res.users",
relation="dms_access_group_explicit_users_rel",
column1="gid",
column2="uid",
string="Explicit Users",
)
users = fields.Many2many(
comodel_name="res.users",
relation="dms_access_group_users_rel",
column1="gid",
column2="uid",
string="Group Users",
compute="_compute_users",
auto_join=True,
store=True,
recursive=True,
)
@api.depends("directory_ids")
def _compute_count_directories(self):
for record in self:
record.count_directories = len(record.directory_ids)
_sql_constraints = [
("name_uniq", "unique (name)", "The name of the group must be unique!")
]
@api.depends(
"parent_group_id.perm_inclusive_create",
"parent_group_id.perm_inclusive_unlink",
"parent_group_id.perm_inclusive_write",
"parent_path",
"perm_create",
"perm_unlink",
"perm_write",
)
def _compute_inclusive_permissions(self):
"""Provide full permissions inheriting from parent recursively."""
for one in self:
one.update(
{
"perm_inclusive_%s"
% perm: (
one["perm_%s" % perm]
or one.parent_group_id["perm_inclusive_%s" % perm]
)
for perm in ("create", "unlink", "write")
}
)
@api.model
def default_get(self, fields_list):
res = super(DmsAccessGroups, self).default_get(fields_list)
if "explicit_user_ids" in res and res["explicit_user_ids"]:
res["explicit_user_ids"] = res["explicit_user_ids"] + [self.env.uid]
else:
res["explicit_user_ids"] = [(6, 0, [self.env.uid])]
return res
@api.depends(
"parent_group_id",
"parent_group_id.users",
"group_ids",
"group_ids.users",
"explicit_user_ids",
)
def _compute_users(self):
for record in self:
users = record.mapped("group_ids.users")
users |= record.mapped("explicit_user_ids")
users |= record.mapped("parent_group_id.users")
record.update({"users": users, "count_users": len(users)})
@api.constrains("parent_path")
def _check_parent_recursiveness(self):
"""Forbid recursive relationships."""
for one in self:
if not one.parent_group_id:
continue
if str(one.id) in one.parent_path.split("/"):
raise ValidationError(
_("Parent group '%(parent)s' is child of '%(current)s'.")
% {
"parent": one.parent_group_id.display_name,
"current": one.display_name,
}
)

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# Copyright 2021 Tecnativa - Jairo Llopis
# Copyright 2024 Tecnativa - Víctor Martínez
# License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl).
from odoo import models
class Base(models.AbstractModel):
_inherit = "base"
def unlink(self):
"""Cascade DMS related resources removal.
Avoid executing in ir.* models (ir.mode, ir.model.fields, etc), in transient
models and in the models we want to check."""
result = super().unlink()
if (
not self._name.startswith("ir.")
and not self.is_transient()
and self._name not in ("dms.file", "dms.directory")
):
domain = [("res_model", "=", self._name), ("res_id", "in", self.ids)]
self.env["dms.file"].sudo().search(domain).unlink()
self.env["dms.directory"].sudo().search(domain).unlink()
return result

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# Copyright 2020 Creu Blanca
# Copyright 2017-2019 MuK IT GmbH
# License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl).
import logging
from odoo import _, api, fields, models
from odoo.exceptions import ValidationError
_logger = logging.getLogger(__name__)
class Category(models.Model):
_name = "dms.category"
_description = "Document Category"
_parent_store = True
_parent_name = "parent_id"
_order = "complete_name asc"
_rec_name = "complete_name"
# ----------------------------------------------------------
# Database
# ----------------------------------------------------------
name = fields.Char(required=True, translate=True)
active = fields.Boolean(
default=True,
help="The active field allows you to hide the category without removing it.",
)
complete_name = fields.Char(
compute="_compute_complete_name", store=True, recursive=True
)
parent_id = fields.Many2one(
comodel_name="dms.category",
string="Parent Category",
ondelete="cascade",
index="btree",
)
child_category_ids = fields.One2many(
comodel_name="dms.category",
inverse_name="parent_id",
string="Child Categories",
)
parent_path = fields.Char(index="btree", unaccent=False)
tag_ids = fields.One2many(
comodel_name="dms.tag", inverse_name="category_id", string="Tags"
)
directory_ids = fields.One2many(
comodel_name="dms.directory",
inverse_name="category_id",
string="Directories",
readonly=True,
)
file_ids = fields.One2many(
comodel_name="dms.file",
inverse_name="category_id",
string="Files",
readonly=True,
)
count_categories = fields.Integer(
compute="_compute_count_categories", string="Count Subcategories"
)
count_tags = fields.Integer(compute="_compute_count_tags")
count_directories = fields.Integer(compute="_compute_count_directories")
count_files = fields.Integer(compute="_compute_count_files")
# ----------------------------------------------------------
# Constrains
# ----------------------------------------------------------
_sql_constraints = [
("name_uniq", "unique (name)", "Category name already exists!"),
]
# ----------------------------------------------------------
# Read
# ----------------------------------------------------------
@api.depends("name", "parent_id.complete_name")
def _compute_complete_name(self):
for category in self:
if category.parent_id:
category.complete_name = "{} / {}".format(
category.parent_id.complete_name,
category.name,
)
else:
category.complete_name = category.name
@api.depends("child_category_ids")
def _compute_count_categories(self):
for record in self:
record.count_categories = len(record.child_category_ids)
@api.depends("tag_ids")
def _compute_count_tags(self):
for record in self:
record.count_tags = len(record.tag_ids)
@api.depends("directory_ids")
def _compute_count_directories(self):
for record in self:
record.count_directories = len(record.directory_ids)
@api.depends("file_ids")
def _compute_count_files(self):
for record in self:
record.count_files = len(record.file_ids)
def name_get(self):
if not self.env.context.get("category_short_name", False):
return super().name_get()
vals = []
for record in self:
vals.append(tuple([record.id, record.name]))
return vals
# ----------------------------------------------------------
# Create
# ----------------------------------------------------------
@api.constrains("parent_id")
def _check_category_recursion(self):
if not self._check_recursion():
raise ValidationError(_("Error! You cannot create recursive categories."))
return True

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# Copyright 2017-2019 MuK IT GmbH.
# Copyright 2020 Creu Blanca
# Copyright 2021 Tecnativa - Víctor Martínez
# License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl).
import ast
import base64
import logging
from ast import literal_eval
from collections import defaultdict
from odoo import _, api, fields, models, tools
from odoo.exceptions import UserError, ValidationError
from odoo.osv.expression import AND, OR
from odoo.tools import consteq, human_size
from odoo.addons.http_routing.models.ir_http import slugify
from ..tools.file import check_name, unique_name
_logger = logging.getLogger(__name__)
class DmsDirectory(models.Model):
_name = "dms.directory"
_description = "Directory"
_inherit = [
"portal.mixin",
"dms.security.mixin",
"dms.mixins.thumbnail",
"mail.thread",
"mail.activity.mixin",
"mail.alias.mixin",
"abstract.dms.mixin",
]
_rec_name = "complete_name"
_order = "complete_name"
_parent_store = True
_parent_name = "parent_id"
_directory_field = _parent_name
parent_path = fields.Char(index="btree", unaccent=False)
is_root_directory = fields.Boolean(
default=False,
help="""Indicates if the directory is a root directory.
A root directory has a settings object, while a directory with a set
parent inherits the settings form its parent.""",
)
# Override acording to defined in AbstractDmsMixin
storage_id = fields.Many2one(
compute="_compute_storage_id",
compute_sudo=True,
readonly=False,
comodel_name="dms.storage",
string="Storage",
ondelete="restrict",
auto_join=True,
store=True,
)
parent_id = fields.Many2one(
comodel_name="dms.directory",
string="Parent Directory",
domain="[('permission_create', '=', True)]",
ondelete="restrict",
# Access to a directory doesn't necessarily mean access its parent, so
# prefetching this field could lead to misleading access errors
prefetch=False,
index="btree",
store=True,
readonly=False,
compute="_compute_parent_id",
copy=True,
default=lambda self: self._default_parent_id(),
)
root_directory_id = fields.Many2one(
"dms.directory", "Root Directory", compute="_compute_root_id", store=True
)
def _default_parent_id(self):
context = self.env.context
if context.get("active_model") == self._name and context.get("active_id"):
return context["active_id"]
else:
return False
group_ids = fields.Many2many(
comodel_name="dms.access.group",
relation="dms_directory_groups_rel",
column1="aid",
column2="gid",
string="Groups",
)
complete_group_ids = fields.Many2many(
comodel_name="dms.access.group",
relation="dms_directory_complete_groups_rel",
column1="aid",
column2="gid",
string="Complete Groups",
compute="_compute_groups",
readonly=True,
store=True,
compute_sudo=True,
recursive=True,
)
complete_name = fields.Char(
compute="_compute_complete_name", store=True, recursive=True
)
child_directory_ids = fields.One2many(
comodel_name="dms.directory",
inverse_name="parent_id",
string="Subdirectories",
auto_join=False,
copy=False,
)
tag_ids = fields.Many2many(
comodel_name="dms.tag",
relation="dms_directory_tag_rel",
domain="""[
'|', ['category_id', '=', False],
['category_id', 'child_of', category_id]]
""",
column1="did",
column2="tid",
string="Tags",
compute="_compute_tags",
readonly=False,
store=True,
)
user_star_ids = fields.Many2many(
comodel_name="res.users",
relation="dms_directory_star_rel",
column1="did",
column2="uid",
string="Stars",
)
starred = fields.Boolean(
compute="_compute_starred",
inverse="_inverse_starred",
search="_search_starred",
)
file_ids = fields.One2many(
comodel_name="dms.file",
inverse_name="directory_id",
string="Files",
auto_join=False,
copy=False,
)
count_directories = fields.Integer(
compute="_compute_count_directories", string="Count Subdirectories Title"
)
count_files = fields.Integer(
compute="_compute_count_files", string="Count Files Title"
)
count_directories_title = fields.Char(
compute="_compute_count_directories", string="Count Subdirectories"
)
count_files_title = fields.Char(
compute="_compute_count_files", string="Count Files"
)
count_elements = fields.Integer(compute="_compute_count_elements")
count_total_directories = fields.Integer(
compute="_compute_count_total_directories", string="Total Subdirectories"
)
count_total_files = fields.Integer(
compute="_compute_count_total_files", string="Total Files"
)
count_total_elements = fields.Integer(
compute="_compute_count_total_elements", string="Total Elements"
)
size = fields.Float(compute="_compute_size")
human_size = fields.Char(
compute="_compute_human_size", string="Size (human readable)"
)
inherit_group_ids = fields.Boolean(string="Inherit Groups", default=True)
alias_process = fields.Selection(
selection=[("files", "Single Files"), ("directory", "Subdirectory")],
required=True,
default="directory",
string="Unpack Emails as",
help="""\
Define how incoming emails are processed:\n
- Single Files: The email gets attached to the directory and
all attachments are created as files.\n
- Subdirectory: A new subdirectory is created for each email
and the mail is attached to this subdirectory. The attachments
are created as files of the subdirectory.
""",
)
@api.model
def _get_domain_by_access_groups(self, operation):
"""Special rules for directories."""
self_filter = [
("storage_id_inherit_access_from_parent_record", "=", False),
("id", "inselect", self._get_access_groups_query(operation)),
]
# Upstream only filters by parent directory
result = super()._get_domain_by_access_groups(operation)
if operation == "create":
# When creating, I need create access in parent directory, or
# self-create permission if it's a root directory
result = OR(
[
[("is_root_directory", "=", False)] + result,
[("is_root_directory", "=", True)] + self_filter,
]
)
else:
# In other operations, I only need self access
result = self_filter
return result
def _compute_access_url(self):
res = super()._compute_access_url()
for item in self:
item.access_url = "/my/dms/directory/%s" % (item.id)
return res
def check_access_token(self, access_token=False):
res = False
if access_token:
items = (
self.env["dms.directory"]
.sudo()
.search([("access_token", "=", access_token)])
)
if items:
item = items[0]
if item.id == self.id:
return True
else:
directory_item = self
while directory_item.parent_id:
if directory_item.id == item.id:
return True
directory_item = directory_item.parent_id
# Fix last level
if directory_item.id == item.id:
return True
return res
@api.model
def _get_parent_categories(self, access_token):
self.ensure_one()
directories = []
current_directory = self
while current_directory:
directories.insert(0, current_directory)
if (
(
access_token
and current_directory.access_token
and consteq(current_directory.access_token, access_token)
)
or not access_token
and current_directory.check_access_rights("read")
):
return directories
current_directory = current_directory.parent_id
if access_token:
# Reaching here means we didn't find the directory accessible by this token
return [self]
return directories
def _get_own_root_directories(self):
res = self.env["dms.directory"].search_read(
[("is_hidden", "=", False)], ["parent_id"]
)
all_ids = [value["id"] for value in res]
res_ids = []
for item in res:
if not item["parent_id"] or item["parent_id"][0] not in all_ids:
res_ids.append(item["id"])
return res_ids
allowed_model_ids = fields.Many2many(
related="storage_id.model_ids",
comodel_name="ir.model",
)
model_id = fields.Many2one(
comodel_name="ir.model",
domain="[('id', 'in', allowed_model_ids)]",
compute="_compute_model_id",
inverse="_inverse_model_id",
string="Model",
store=True,
)
storage_id_save_type = fields.Selection(
related="storage_id.save_type",
related_sudo=True,
readonly=True,
store=False,
prefetch=False,
)
storage_id_inherit_access_from_parent_record = fields.Boolean(
related="storage_id.inherit_access_from_parent_record",
related_sudo=True,
store=True,
)
@api.depends("res_model")
def _compute_model_id(self):
for record in self:
if not record.res_model:
record.model_id = False
continue
record.model_id = (
self.env["ir.model"].sudo().search([("model", "=", record.res_model)])
)
def _inverse_model_id(self):
for record in self:
record.res_model = record.model_id.model
def name_get(self):
if not self.env.context.get("directory_short_name", False):
return super().name_get()
vals = []
for record in self:
vals.append(tuple([record.id, record.name]))
return vals
def toggle_starred(self):
updates = defaultdict(set)
for record in self:
vals = {"starred": not record.starred}
updates[tools.frozendict(vals)].add(record.id)
with self.env.norecompute():
for vals, ids in updates.items():
self.browse(ids).write(dict(vals))
self.flush_recordset()
# ----------------------------------------------------------
# SearchPanel
# ----------------------------------------------------------
@api.model
def search_panel_select_range(self, field_name, **kwargs):
context = {}
if field_name == "parent_id":
context["directory_short_name"] = True
return super(
DmsDirectory, self.with_context(**context)
).search_panel_select_range(field_name, **kwargs)
@api.model
def search_panel_select_multi_range(self, field_name, **kwargs):
return super(
DmsDirectory, self.with_context(category_short_name=True)
).search_panel_select_multi_range(field_name, **kwargs)
# ----------------------------------------------------------
# Actions
# ----------------------------------------------------------
def action_save_onboarding_directory_step(self):
self.env.user.company_id.set_onboarding_step_done(
"documents_onboarding_directory_state"
)
# ----------------------------------------------------------
# SearchPanel
# ----------------------------------------------------------
@api.model
def _search_panel_directory(self, **kwargs):
search_domain = (kwargs.get("search_domain", []),)
if search_domain and len(search_domain):
for domain in search_domain[0]:
if domain[0] == "parent_id":
return domain[1], domain[2]
return None, None
# ----------------------------------------------------------
# Search
# ----------------------------------------------------------
@api.model
def _search_starred(self, operator, operand):
if operator == "=" and operand:
return [("user_star_ids", "in", [self.env.uid])]
return [("user_star_ids", "not in", [self.env.uid])]
@api.depends("name", "parent_id.complete_name")
def _compute_complete_name(self):
for category in self:
if category.parent_id:
category.complete_name = "{} / {}".format(
category.parent_id.complete_name,
category.name,
)
else:
category.complete_name = category.name
@api.depends("parent_id")
def _compute_storage_id(self):
for record in self:
if record.parent_id:
record.storage_id = record.parent_id.storage_id
else:
# HACK: Not needed in v14 due to odoo/odoo#64359
record.storage_id = record.storage_id
@api.depends("user_star_ids")
def _compute_starred(self):
for record in self:
record.starred = self.env.user in record.user_star_ids
@api.depends("child_directory_ids")
def _compute_count_directories(self):
for record in self:
directories = len(record.child_directory_ids)
record.count_directories = directories
record.count_directories_title = _("%s Subdirectories") % directories
@api.depends("file_ids")
def _compute_count_files(self):
for record in self:
files = len(record.file_ids)
record.count_files = files
record.count_files_title = _("%s Files") % files
@api.depends("child_directory_ids", "file_ids")
def _compute_count_elements(self):
for record in self:
elements = record.count_files
elements += record.count_directories
record.count_elements = elements
def _compute_count_total_directories(self):
for record in self:
count = (
self.search_count([("id", "child_of", record.id)]) if record.id else 0
)
record.count_total_directories = count - 1 if count > 0 else 0
def _compute_count_total_files(self):
model = self.env["dms.file"]
for record in self:
# Prevent error in some NewId cases
record.count_total_files = (
model.search_count([("directory_id", "child_of", record.id)])
if record.id
else 0
)
def _compute_count_total_elements(self):
for record in self:
total_elements = record.count_total_files
total_elements += record.count_total_directories
record.count_total_elements = total_elements
def _compute_size(self):
sudo_model = self.env["dms.file"].sudo()
for record in self:
# Avoid NewId
if not record.id:
record.size = 0
continue
recs = sudo_model.search_read(
domain=[("directory_id", "child_of", record.id)],
fields=["size"],
)
record.size = sum(rec.get("size", 0) for rec in recs)
@api.depends("size")
def _compute_human_size(self):
for item in self:
item.human_size = human_size(item.size) if item.size else False
@api.depends(
"group_ids",
"inherit_group_ids",
"parent_id.complete_group_ids",
"parent_path",
)
def _compute_groups(self):
"""Get all DMS security groups affecting this directory."""
for one in self:
groups = one.group_ids
if one.inherit_group_ids:
groups |= one.parent_id.complete_group_ids
self.complete_group_ids = groups
# ----------------------------------------------------------
# View
# ----------------------------------------------------------
@api.depends("is_root_directory")
def _compute_parent_id(self):
for record in self:
if record.is_root_directory:
record.parent_id = None
else:
# HACK: Not needed in v14 due to odoo/odoo#64359
record.parent_id = record.parent_id
@api.depends("is_root_directory", "parent_id")
def _compute_root_id(self):
for record in self:
if record.is_root_directory:
record.root_directory_id = record
else:
# recursively check all parent nodes up to the root directory
if not record.parent_id.root_directory_id:
record.parent_id._compute_root_id()
record.root_directory_id = record.parent_id.root_directory_id
@api.depends("category_id")
def _compute_tags(self):
for record in self:
tags = record.tag_ids.filtered(
lambda rec: not rec.category_id or rec.category_id == record.category_id
)
record.tag_ids = tags
@api.onchange("storage_id")
def _onchange_storage_id(self):
for record in self:
if (
record.storage_id.save_type == "attachment"
and record.storage_id.inherit_access_from_parent_record
):
record.group_ids = False
@api.onchange("model_id")
def _onchange_model_id(self):
self._inverse_model_id()
# ----------------------------------------------------------
# Constrains
# ----------------------------------------------------------
@api.constrains("parent_id")
def _check_directory_recursion(self):
if not self._check_recursion():
raise ValidationError(_("Error! You cannot create recursive directories."))
return True
@api.constrains("storage_id", "model_id")
def _check_storage_id_attachment_model_id(self):
for record in self:
if record.storage_id.save_type != "attachment":
continue
if not record.model_id:
raise ValidationError(
_("A directory has to have model in attachment storage.")
)
if not record.is_root_directory and not record.res_id:
raise ValidationError(
_("This directory needs to be associated to a record.")
)
@api.constrains("is_root_directory", "storage_id")
def _check_directory_storage(self):
for record in self:
if record.is_root_directory and not record.storage_id:
raise ValidationError(_("A root directory has to have a storage."))
@api.constrains("is_root_directory", "parent_id")
def _check_directory_parent(self):
for record in self:
if record.is_root_directory and record.parent_id:
raise ValidationError(
_("A directory can't be a root and have a parent directory.")
)
if not record.is_root_directory and not record.parent_id:
raise ValidationError(_("A directory has to have a parent directory."))
@api.constrains("name")
def _check_name(self):
for record in self:
if self.env.context.get("check_name", True) and not check_name(record.name):
raise ValidationError(_("The directory name is invalid."))
if record.is_root_directory:
childs = record.sudo().storage_id.root_directory_ids.name_get()
else:
childs = record.sudo().parent_id.child_directory_ids.name_get()
if list(
filter(
lambda child: child[1] == record.name and child[0] != record.id,
childs,
)
):
raise ValidationError(
_("A directory with the same name already exists.")
)
# ----------------------------------------------------------
# Create, Update, Delete
# ----------------------------------------------------------
def _inverse_starred(self):
starred_records = self.env["dms.directory"].sudo()
not_starred_records = self.env["dms.directory"].sudo()
for record in self:
if not record.starred and self.env.user in record.user_star_ids:
starred_records |= record
elif record.starred and self.env.user not in record.user_star_ids:
not_starred_records |= record
not_starred_records.write({"user_star_ids": [(4, self.env.uid)]})
starred_records.write({"user_star_ids": [(3, self.env.uid)]})
def copy(self, default=None):
self.ensure_one()
default = dict(default or [])
if "parent_id" in default:
parent_directory = self.browse(default["parent_id"])
names = parent_directory.sudo().child_directory_ids.mapped("name")
elif self.is_root_directory:
names = self.sudo().storage_id.root_directory_ids.mapped("name")
else:
names = self.sudo().parent_id.child_directory_ids.mapped("name")
default.update({"name": unique_name(self.name, names)})
new = super().copy(default)
for record in self.file_ids:
record.copy({"directory_id": new.id})
for record in self.child_directory_ids:
record.copy({"parent_id": new.id})
return new
def _alias_get_creation_values(self):
values = super()._alias_get_creation_values()
values["alias_model_id"] = self.env["ir.model"].sudo()._get("dms.directory").id
if self.id:
values["alias_defaults"] = defaults = ast.literal_eval(
self.alias_defaults or "{}"
)
defaults["parent_id"] = self.id
return values
@api.model
def message_new(self, msg_dict, custom_values=None):
custom_values = custom_values if custom_values is not None else {}
parent_directory_id = custom_values.get("parent_id", None)
parent_directory = self.sudo().browse(parent_directory_id)
if not parent_directory_id or not parent_directory.exists():
raise ValueError("No directory could be found!")
if parent_directory.alias_process == "files":
parent_directory._process_message(msg_dict)
return parent_directory
names = parent_directory.child_directory_ids.mapped("name")
subject = slugify(msg_dict.get("subject", _("Alias-Mail-Extraction")))
defaults = dict(
{"name": unique_name(subject, names, escape_suffix=True)}, **custom_values
)
directory = super().message_new(msg_dict, custom_values=defaults)
directory._process_message(msg_dict)
return directory
def message_update(self, msg_dict, update_vals=None):
self._process_message(msg_dict, extra_values=update_vals)
return super().message_update(msg_dict, update_vals=update_vals)
def _process_message(self, msg_dict, extra_values=False):
names = self.sudo().file_ids.mapped("name")
for attachment in msg_dict["attachments"]:
uname = unique_name(attachment.fname, names, escape_suffix=True)
vals = {
"directory_id": self.id,
"name": uname,
}
try:
vals["content"] = base64.b64encode(attachment.content)
except Exception:
vals["content"] = attachment.content
self.env["dms.file"].sudo().create(vals)
names.append(uname)
@api.model_create_multi
def create(self, vals_list):
for vals in vals_list:
if vals.get("parent_id", False):
parent = self.browse([vals["parent_id"]])
data = next(iter(parent.sudo().read(["storage_id"])), {})
vals["storage_id"] = self._convert_to_write(data).get("storage_id")
# Hack to prevent error related to mail_message parent not exists in some cases
ctx = dict(self.env.context).copy()
ctx.update({"default_parent_id": False})
res = super(DmsDirectory, self.with_context(**ctx)).create(vals_list)
return res
def write(self, vals):
if any([k in vals.keys() for k in ["storage_id", "parent_id"]]):
for item in self:
new_storage_id = vals.get("storage_id", item.storage_id.id)
new_parent_id = vals.get("parent_id", item.parent_id.id)
old_storage_id = (
item.storage_id or item.root_directory_id.storage_id
).id
if new_parent_id:
if old_storage_id != self.browse(new_parent_id).storage_id.id:
raise UserError(
_("It is not possible to change parent to other storage.")
)
elif old_storage_id != new_storage_id:
raise UserError(_("It is not possible to change the storage."))
# Groups part
if any(key in vals for key in ["group_ids", "inherit_group_ids"]):
with self.env.norecompute():
res = super(DmsDirectory, self).write(vals)
domain = [("id", "child_of", self.ids)]
records = self.sudo().search(domain)
records.modified(["group_ids"])
records.flush_recordset()
else:
res = super().write(vals)
return res
def unlink(self):
"""Custom cascade unlink.
Cannot rely on DB backend's cascade because subfolder and subfile unlinks
must check custom permissions implementation.
"""
self.file_ids.unlink()
if self.child_directory_ids:
self.child_directory_ids.unlink()
return super().unlink()
@api.model
def _search_panel_domain_image(
self, field_name, domain, set_count=False, limit=False
):
"""We need to overwrite function from directories because odoo only return
records with childs (very weird for user perspective).
All records are returned now.
"""
if field_name == "parent_id":
res = {}
for item in self.search_read(
domain=domain, fields=["id", "name", "count_directories"]
):
res[item["id"]] = {
"id": item["id"],
"display_name": item["name"],
"__count": item["count_directories"],
}
return res
return super()._search_panel_domain_image(
field_name=field_name, domain=domain, set_count=set_count, limit=limit
)
def action_dms_directories_all_directory(self):
self.ensure_one()
action = self.env["ir.actions.act_window"]._for_xml_id(
"dms.action_dms_directory"
)
domain = AND(
[
literal_eval(action["domain"].strip()),
[("parent_id", "child_of", self.id)],
]
)
action["display_name"] = self.name
action["domain"] = domain
action["context"] = dict(
self.env.context,
default_parent_id=self.id,
searchpanel_default_parent_id=self.id,
)
return action
def action_dms_files_all_directory(self):
self.ensure_one()
action = self.env["ir.actions.act_window"]._for_xml_id("dms.action_dms_file")
domain = AND(
[
literal_eval(action["domain"].strip()),
[("directory_id", "child_of", self.id)],
]
)
action["display_name"] = self.name
action["domain"] = domain
action["context"] = dict(
self.env.context,
default_directory_id=self.id,
searchpanel_default_directory_id=self.id,
)
return action

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odoo-bringout-oca-dms-dms/dms/models/dms_file.py Normal file
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# Copyright 2020 Antoni Romera
# Copyright 2017-2019 MuK IT GmbH
# Copyright 2021 Tecnativa - Víctor Martínez
# License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl).
import base64
import hashlib
import json
import logging
from collections import defaultdict
from PIL import Image
from odoo import _, api, fields, models, tools
from odoo.exceptions import UserError, ValidationError
from odoo.osv import expression
from odoo.tools import consteq, human_size
from odoo.tools.mimetypes import guess_mimetype
from ..tools import file
_logger = logging.getLogger(__name__)
class File(models.Model):
_name = "dms.file"
_description = "File"
_inherit = [
"portal.mixin",
"dms.security.mixin",
"dms.mixins.thumbnail",
"mail.thread",
"mail.activity.mixin",
"abstract.dms.mixin",
]
_order = "name asc"
# ----------------------------------------------------------
# Database
# ----------------------------------------------------------
active = fields.Boolean(
string="Archived",
default=True,
help="If a file is set to archived, it is not displayed, but still exists.",
)
directory_id = fields.Many2one(
comodel_name="dms.directory",
string="Directory",
domain="[('permission_create', '=', True)]",
context="{'dms_directory_show_path': True}",
ondelete="restrict",
auto_join=True,
required=True,
index="btree",
tracking=True, # Leave log if "moved" to another directory
)
root_directory_id = fields.Many2one(related="directory_id.root_directory_id")
# Override acording to defined in AbstractDmsMixin
storage_id = fields.Many2one(
related="directory_id.storage_id",
readonly=True,
store=True,
prefetch=False,
)
path_names = fields.Char(
compute="_compute_path",
compute_sudo=True,
readonly=True,
store=False,
)
path_json = fields.Text(
compute="_compute_path",
compute_sudo=True,
readonly=True,
store=False,
)
tag_ids = fields.Many2many(
comodel_name="dms.tag",
relation="dms_file_tag_rel",
column1="fid",
column2="tid",
domain="['|', ('category_id', '=', False),('category_id', '=?', category_id)]",
string="Tags",
)
content = fields.Binary(
compute="_compute_content",
inverse="_inverse_content",
attachment=False,
prefetch=False,
required=True,
store=False,
)
extension = fields.Char(compute="_compute_extension", readonly=True, store=True)
mimetype = fields.Char(
compute="_compute_mimetype", string="Type", readonly=True, store=True
)
size = fields.Float(readonly=True)
human_size = fields.Char(
readonly=True,
string="Size (human readable)",
compute="_compute_human_size",
store=True,
)
checksum = fields.Char(string="Checksum/SHA1", readonly=True, index="btree")
content_binary = fields.Binary(attachment=False, prefetch=False, invisible=True)
save_type = fields.Char(
compute="_compute_save_type",
string="Current Save Type",
invisible=True,
prefetch=False,
)
migration = fields.Char(
compute="_compute_migration",
string="Migration Status",
readonly=True,
prefetch=False,
compute_sudo=True,
)
require_migration = fields.Boolean(
compute="_compute_migration", store=True, compute_sudo=True
)
content_file = fields.Binary(attachment=True, prefetch=False, invisible=True)
# Extend inherited field(s)
image_1920 = fields.Image(compute="_compute_image_1920", store=True, readonly=False)
@api.depends("mimetype", "content")
def _compute_image_1920(self):
"""Provide thumbnail automatically if possible."""
for one in self.filtered("mimetype"):
# Image.MIME provides a dict of mimetypes supported by Pillow,
# SVG is not present in the dict but is also a supported image format
# lacking a better solution, it's being added manually
# Some component modifies the PIL dictionary by adding PDF as a valid
# image type, so it must be explicitly excluded.
if one.mimetype != "application/pdf" and one.mimetype in (
*Image.MIME.values(),
"image/svg+xml",
):
one.image_1920 = one.content
def check_access_rule(self, operation):
self.mapped("directory_id").check_access_rule(operation)
return super().check_access_rule(operation)
def _compute_access_url(self):
res = super()._compute_access_url()
for item in self:
item.access_url = "/my/dms/file/%s/download" % (item.id)
return res
def check_access_token(self, access_token=False):
res = False
if access_token:
if self.access_token and consteq(self.access_token, access_token):
return True
else:
items = (
self.env["dms.directory"]
.sudo()
.search([("access_token", "=", access_token)])
)
if items:
item = items[0]
if self.directory_id.id == item.id:
return True
else:
directory_item = self.directory_id
while directory_item.parent_id:
if directory_item.id == self.directory_id.id:
return True
directory_item = directory_item.parent_id
# Fix last level
if directory_item.id == self.directory_id.id:
return True
return res
res_model = fields.Char(
string="Linked attachments model", related="directory_id.res_model"
)
res_id = fields.Integer(
string="Linked attachments record ID", related="directory_id.res_id"
)
attachment_id = fields.Many2one(
comodel_name="ir.attachment",
string="Attachment File",
prefetch=False,
invisible=True,
ondelete="cascade",
index=True,
)
def get_human_size(self):
return human_size(self.size)
# ----------------------------------------------------------
# Helper
# ----------------------------------------------------------
@api.model
def _get_checksum(self, binary):
return hashlib.sha1(binary or b"").hexdigest()
@api.model
def _get_content_inital_vals(self):
return {"content_binary": False, "content_file": False}
def _update_content_vals(self, vals, binary):
new_vals = vals.copy()
new_vals.update(
{
"checksum": self._get_checksum(binary),
"size": binary and len(binary) or 0,
}
)
if self.storage_id.save_type in ["file", "attachment"]:
new_vals["content_file"] = self.content
else:
new_vals["content_binary"] = self.content and binary
return new_vals
@api.model
def _get_binary_max_size(self):
return int(
self.env["ir.config_parameter"]
.sudo()
.get_param("dms.binary_max_size", default=25)
)
@api.model
def _get_forbidden_extensions(self):
get_param = self.env["ir.config_parameter"].sudo().get_param
extensions = get_param("dms.forbidden_extensions", default="")
return [extension.strip() for extension in extensions.split(",")]
def _get_icon_placeholder_name(self):
return self.extension and "file_%s.svg" % self.extension or ""
# ----------------------------------------------------------
# Actions
# ----------------------------------------------------------
def action_migrate(self, logging=True):
record_count = len(self)
index = 1
for dms_file in self:
if logging:
_logger.info(
_(
"Migrate File %(index)s of %(record_count)s [ %(dms_file_migration)s ]"
)
% {
"index": index,
"record_count": record_count,
"dms_file_migration": dms_file.migration,
}
)
index += 1
dms_file.write({"content": dms_file.with_context(**{}).content})
def action_save_onboarding_file_step(self):
self.env.user.company_id.set_onboarding_step_done(
"documents_onboarding_file_state"
)
def action_wizard_dms_file_move(self):
items = self.browse(self.env.context.get("active_ids"))
root_directories = items.mapped("root_directory_id")
if len(root_directories) > 1:
raise UserError(_("Only files in the same root directory can be moved."))
result = self.env["ir.actions.act_window"]._for_xml_id(
"dms.wizard_dms_file_move_act_window"
)
result["context"] = dict(self.env.context)
return result
# ----------------------------------------------------------
# SearchPanel
# ----------------------------------------------------------
@api.model
def _search_panel_directory(self, **kwargs):
search_domain = (kwargs.get("search_domain", []),)
category_domain = kwargs.get("category_domain", [])
if category_domain and len(category_domain):
return "=", category_domain[0][2]
if search_domain and len(search_domain):
for domain in search_domain[0]:
if domain[0] == "directory_id":
return domain[1], domain[2]
return None, None
@api.model
def _search_panel_domain(self, field, operator, directory_id, comodel_domain=False):
if not comodel_domain:
comodel_domain = []
files_ids = self.search([("directory_id", operator, directory_id)]).ids
return expression.AND([comodel_domain, [(field, "in", files_ids)]])
@api.model
def search_panel_select_range(self, field_name, **kwargs):
"""This method is overwritten to make it 'similar' to v13.
The goal is that the directory searchpanel shows all directories
(even if some folders have no files)."""
if field_name == "directory_id":
domain = [["is_hidden", "=", False]]
# If we pass by context something, we filter more about it we filter
# the directories of the files or we show all of them
if self.env.context.get("active_model", False) == "dms.directory":
active_id = self.env.context.get("active_id")
# para saber que directorios, buscamos las posibles carpetas que nos interesan
files = self.env["dms.file"].search(
[["directory_id", "child_of", active_id]]
)
all_directories = files.mapped("directory_id")
all_directories += files.mapped("directory_id.parent_id")
domain.append(["id", "in", all_directories.ids])
# Get all possible directories
comodel_records = (
self.env["dms.directory"]
.with_context(directory_short_name=True)
.search_read(domain, ["display_name", "parent_id"])
)
all_record_ids = [rec["id"] for rec in comodel_records]
field_range = {}
enable_counters = kwargs.get("enable_counters")
for record in comodel_records:
record_id = record["id"]
parent = record["parent_id"]
record_values = {
"id": record_id,
"display_name": record["display_name"],
# If the parent directory is not in all the records we should not
# set parent_id because the user does not have access to parent.
"parent_id": (
parent[0] if parent and parent[0] in all_record_ids else False
),
}
if enable_counters:
record_values["__count"] = 0
field_range[record_id] = record_values
if enable_counters:
res = super().search_panel_select_range(field_name, **kwargs)
for item in res["values"]:
if item["id"] in field_range:
field_range[item["id"]]["__count"] = item["__count"]
return {"parent_field": "parent_id", "values": list(field_range.values())}
context = {}
if field_name == "category_id":
context["category_short_name"] = True
return super(File, self.with_context(**context)).search_panel_select_range(
field_name, **kwargs
)
@api.model
def search_panel_select_multi_range(self, field_name, **kwargs):
operator, directory_id = self._search_panel_directory(**kwargs)
if field_name == "tag_ids":
sql_query = """
SELECT t.name AS name, t.id AS id, c.name AS group_name,
c.id AS group_id, COUNT(r.fid) AS count
FROM dms_tag t
JOIN dms_category c ON t.category_id = c.id
LEFT JOIN dms_file_tag_rel r ON t.id = r.tid
WHERE %(filter_by_file_ids)s IS FALSE OR r.fid = ANY(%(file_ids)s)
GROUP BY c.name, c.id, t.name, t.id
ORDER BY c.name, c.id, t.name, t.id;
"""
file_ids = []
if directory_id:
file_ids = self.search([("directory_id", operator, directory_id)]).ids
self.env.cr.execute(
sql_query,
{"file_ids": file_ids, "filter_by_file_ids": bool(directory_id)},
)
return self.env.cr.dictfetchall()
if directory_id and field_name in ["directory_id", "category_id"]:
comodel_domain = kwargs.pop("comodel_domain", [])
directory_comodel_domain = self._search_panel_domain(
"file_ids", operator, directory_id, comodel_domain
)
return super(
File, self.with_context(directory_short_name=True)
).search_panel_select_multi_range(
field_name, comodel_domain=directory_comodel_domain, **kwargs
)
return super(
File, self.with_context(directory_short_name=True)
).search_panel_select_multi_range(field_name, **kwargs)
# ----------------------------------------------------------
# Read
# ----------------------------------------------------------
@api.depends("name", "directory_id", "directory_id.parent_path")
def _compute_path(self):
model = self.env["dms.directory"]
for record in self:
path_names = [record.display_name]
path_json = [
{
"model": record._name,
"name": record.display_name,
"id": isinstance(record.id, int) and record.id or 0,
}
]
current_dir = record.directory_id
while current_dir:
path_names.insert(0, current_dir.name)
path_json.insert(
0,
{
"model": model._name,
"name": current_dir.name,
"id": current_dir._origin.id,
},
)
current_dir = current_dir.parent_id
record.update(
{
"path_names": "/".join(path_names),
"path_json": json.dumps(path_json),
}
)
@api.depends("name", "mimetype", "content")
def _compute_extension(self):
for record in self:
record.extension = file.guess_extension(
record.name, record.mimetype, record.content
)
@api.depends("content")
def _compute_mimetype(self):
for record in self:
binary = base64.b64decode(record.content or "")
record.mimetype = guess_mimetype(binary)
@api.depends("size")
def _compute_human_size(self):
for item in self:
item.human_size = human_size(item.size)
@api.depends("content_binary", "content_file", "attachment_id")
def _compute_content(self):
bin_size = self.env.context.get("bin_size", False)
for record in self:
if record.content_file:
context = {"human_size": True} if bin_size else {"base64": True}
record.content = record.with_context(**context).content_file
elif record.content_binary:
record.content = (
record.content_binary
if bin_size
else base64.b64encode(record.content_binary)
)
elif record.attachment_id:
context = {"human_size": True} if bin_size else {"base64": True}
record.content = record.with_context(**context).attachment_id.datas
@api.depends("content_binary", "content_file")
def _compute_save_type(self):
for record in self:
if record.content_file:
record.save_type = "file"
else:
record.save_type = "database"
@api.depends("storage_id", "storage_id.save_type")
def _compute_migration(self):
storage_model = self.env["dms.storage"]
save_field = storage_model._fields["save_type"]
values = save_field._description_selection(self.env)
selection = {value[0]: value[1] for value in values}
for record in self:
storage_type = record.storage_id.save_type
if storage_type == "attachment" or storage_type == record.save_type:
record.migration = selection.get(storage_type)
record.require_migration = False
else:
storage_label = selection.get(storage_type)
file_label = selection.get(record.save_type)
record.migration = "{} > {}".format(file_label, storage_label)
record.require_migration = True
# ----------------------------------------------------------
# View
# ----------------------------------------------------------
@api.onchange("category_id")
def _change_category(self):
self.tag_ids = self.tag_ids.filtered(
lambda rec: not rec.category_id or rec.category_id == self.category_id
)
# ----------------------------------------------------------
# Constrains
# ----------------------------------------------------------
@api.constrains("storage_id", "res_model", "res_id")
def _check_storage_id_attachment_res_model(self):
for record in self:
if record.storage_id.save_type == "attachment" and not (
record.res_model and record.res_id
):
raise ValidationError(
_("A file must have model and resource ID in attachment storage.")
)
@api.constrains("name")
def _check_name(self):
for record in self:
if not file.check_name(record.name):
raise ValidationError(_("The file name is invalid."))
files = record.sudo().directory_id.file_ids.name_get()
if list(
filter(
lambda file: file[1] == record.name and file[0] != record.id, files
)
):
raise ValidationError(_("A file with the same name already exists."))
@api.constrains("extension")
def _check_extension(self):
for record in self:
if (
record.extension
and record.extension in self._get_forbidden_extensions()
):
raise ValidationError(_("The file has a forbidden file extension."))
@api.constrains("size")
def _check_size(self):
for record in self:
if record.size and record.size > self._get_binary_max_size() * 1024 * 1024:
raise ValidationError(
_("The maximum upload size is %s MB.") % self._get_binary_max_size()
)
# ----------------------------------------------------------
# Create, Update, Delete
# ----------------------------------------------------------
def _inverse_content(self):
updates = defaultdict(set)
for record in self:
values = self._get_content_inital_vals()
binary = base64.b64decode(record.content or "")
values = record._update_content_vals(values, binary)
updates[tools.frozendict(values)].add(record.id)
with self.env.norecompute():
for vals, ids in updates.items():
self.browse(ids).write(dict(vals))
def _create_model_attachment(self, vals):
res_vals = vals.copy()
if "directory_id" in res_vals:
directory_id = res_vals["directory_id"]
elif self.env.context.get("active_id"):
directory_id = self.env.context.get("active_id")
elif self.env.context.get("default_directory_id"):
directory_id = self.env.context.get("default_directory_id")
directory = self.env["dms.directory"].browse(directory_id)
if (
directory.res_model
and directory.res_id
and directory.storage_id_save_type == "attachment"
):
attachment = (
self.env["ir.attachment"]
.with_context(dms_file=True)
.create(
{
"name": vals["name"],
"datas": vals["content"],
"res_model": directory.res_model,
"res_id": directory.res_id,
}
)
)
res_vals["attachment_id"] = attachment.id
res_vals["res_model"] = attachment.res_model
res_vals["res_id"] = attachment.res_id
del res_vals["content"]
return res_vals
def copy(self, default=None):
self.ensure_one()
default = dict(default or [])
if "directory_id" in default:
model = self.env["dms.directory"]
directory = model.browse(default["directory_id"])
names = directory.sudo().file_ids.mapped("name")
else:
names = self.sudo().directory_id.file_ids.mapped("name")
default.update({"name": file.unique_name(self.name, names, self.extension)})
return super(File, self).copy(default)
@api.model_create_multi
def create(self, vals_list):
new_vals_list = []
for vals in vals_list:
if "attachment_id" not in vals:
vals = self._create_model_attachment(vals)
new_vals_list.append(vals)
return super(File, self).create(new_vals_list)
def unlink(self):
attachments = self.mapped("attachment_id")
res = super().unlink()
if not self.env.context.get("dms_file"):
attachments.with_context(dms_file=True).unlink()
return res
# ----------------------------------------------------------
# Locking fields and functions
# ----------------------------------------------------------
locked_by = fields.Many2one(comodel_name="res.users")
is_locked = fields.Boolean(compute="_compute_locked", string="Locked")
is_lock_editor = fields.Boolean(compute="_compute_locked", string="Editor")
# ----------------------------------------------------------
# Locking
# ----------------------------------------------------------
def lock(self):
self.write({"locked_by": self.env.uid})
def unlock(self):
self.write({"locked_by": None})
# ----------------------------------------------------------
# Read, View
# ----------------------------------------------------------
@api.depends("locked_by")
def _compute_locked(self):
for record in self:
if record.locked_by.exists():
record.update(
{
"is_locked": True,
"is_lock_editor": record.locked_by.id == record.env.uid,
}
)
else:
record.update({"is_locked": False, "is_lock_editor": False})
def get_attachment_object(self, attachment):
return {
"name": attachment.name,
"datas": attachment.datas,
"res_model": attachment.res_model,
"mimetype": attachment.mimetype,
}
def get_dms_files_from_attachments(self, attachment_ids=None):
"""Get the dms files from uploaded attachments.
:return: An Array of dms files.
"""
if not attachment_ids:
raise UserError(_("No attachment was provided"))
attachments = self.env["ir.attachment"].browse(attachment_ids)
if any(
attachment.res_id or attachment.res_model != "dms.file"
for attachment in attachments
):
raise UserError(_("Invalid attachments!"))
return [self.get_attachment_object(attachment) for attachment in attachments]

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# Copyright 2020 Creu Blanca
# Copyright 2021 Tecnativa - Víctor Martínez
# License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl).
from logging import getLogger
from odoo import api, fields, models
from odoo.osv.expression import FALSE_DOMAIN, NEGATIVE_TERM_OPERATORS, OR, TRUE_DOMAIN
_logger = getLogger(__name__)
class DmsSecurityMixin(models.AbstractModel):
_name = "dms.security.mixin"
_description = "DMS Security Mixin"
# Submodels must define this field that points to the owner dms.directory
_directory_field = "directory_id"
res_model = fields.Char(
string="Linked attachments model", index="btree", store=True
)
res_id = fields.Integer(
string="Linked attachments record ID", index="btree", store=True
)
record_ref = fields.Reference(
string="Record Referenced",
compute="_compute_record_ref",
selection=lambda self: self._get_ref_selection(),
)
permission_read = fields.Boolean(
compute="_compute_permissions",
search="_search_permission_read",
string="Read Access",
)
permission_create = fields.Boolean(
compute="_compute_permissions",
search="_search_permission_create",
string="Create Access",
)
permission_write = fields.Boolean(
compute="_compute_permissions",
search="_search_permission_write",
string="Write Access",
)
permission_unlink = fields.Boolean(
compute="_compute_permissions",
search="_search_permission_unlink",
string="Delete Access",
)
@api.model
def _get_ref_selection(self):
models = self.env["ir.model"].sudo().search([])
return [(model.model, model.name) for model in models]
@api.depends("res_model", "res_id")
def _compute_record_ref(self):
for record in self:
record.record_ref = False
if record.res_model and record.res_id:
record.record_ref = "{},{}".format(record.res_model, record.res_id)
def _compute_permissions(self):
"""Get permissions for the current record.
⚠ Not very performant; only display field on form views.
"""
# Superuser unrestricted 🦸
if self.env.su:
self.update(
{
"permission_create": True,
"permission_read": True,
"permission_unlink": True,
"permission_write": True,
}
)
return
# Update according to presence when applying ir.rule
creatable = self._filter_access_rules("create")
readable = self._filter_access_rules("read")
unlinkable = self._filter_access_rules("unlink")
writeable = self._filter_access_rules("write")
for one in self:
one.update(
{
"permission_create": bool(one & creatable),
"permission_read": bool(one & readable),
"permission_unlink": bool(one & unlinkable),
"permission_write": bool(one & writeable),
}
)
@api.model
def _get_domain_by_inheritance(self, operation):
"""Get domain for inherited accessible records."""
if self.env.su:
return []
inherited_access_field = "storage_id_inherit_access_from_parent_record"
if self._name != "dms.directory":
inherited_access_field = "{}.{}".format(
self._directory_field,
inherited_access_field,
)
inherited_access_domain = [
("storage_id_save_type", "=", "attachment"),
(inherited_access_field, "=", True),
]
domains = []
# Get all used related records
related_groups = self.sudo().read_group(
domain=inherited_access_domain + [("res_model", "!=", False)],
fields=["res_id:array_agg"],
groupby=["res_model"],
)
for group in related_groups:
try:
model = self.env[group["res_model"]]
except KeyError:
# Model not registered. This is normal if you are upgrading the
# database. Otherwise, you probably have garbage DMS data.
# These records will be accessible by DB users only.
domains.append(
[
("res_model", "=", group["res_model"]),
(True, "=", self.env.user.has_group("base.group_user")),
]
)
continue
# Check model access only once per batch
if not model.check_access_rights(operation, raise_exception=False):
continue
domains.append([("res_model", "=", model._name), ("res_id", "=", False)])
# Check record access in batch too
res_ids = [i for i in group["res_id"] if i] # Hack to remove None res_id
# Apply exists to skip records that do not exist. (e.g. a res.partner deleted
# by database).
model_records = model.browse(res_ids).exists()
related_ok = model_records._filter_access_rules_python(operation)
if not related_ok:
continue
domains.append(
[("res_model", "=", model._name), ("res_id", "in", related_ok.ids)]
)
result = inherited_access_domain + OR(domains)
return result
@api.model
def _get_access_groups_query(self, operation):
"""Return the query to select access groups."""
operation_check = {
"create": "AND dag.perm_inclusive_create",
"read": "",
"unlink": "AND dag.perm_inclusive_unlink",
"write": "AND dag.perm_inclusive_write",
}[operation]
select = """
SELECT
dir_group_rel.aid
FROM
dms_directory_complete_groups_rel AS dir_group_rel
INNER JOIN dms_access_group AS dag
ON dir_group_rel.gid = dag.id
INNER JOIN dms_access_group_users_rel AS users
ON users.gid = dag.id
WHERE
users.uid = %s {}
""".format(
operation_check
)
return (select, (self.env.uid,))
@api.model
def _get_domain_by_access_groups(self, operation):
"""Get domain for records accessible applying DMS access groups."""
result = [
(
"%s.storage_id_inherit_access_from_parent_record"
% self._directory_field,
"=",
False,
),
(
self._directory_field,
"inselect",
self._get_access_groups_query(operation),
),
]
return result
@api.model
def _get_permission_domain(self, operator, value, operation):
"""Abstract logic for searching computed permission fields."""
_self = self
# HACK ir.rule domain is always computed with sudo, so if this check is
# true, we can assume safely that you're checking permissions
if self.env.su and value == self.env.uid:
_self = self.sudo(False)
value = bool(value)
# Tricky one, to know if you want to search
# positive or negative access
positive = (operator not in NEGATIVE_TERM_OPERATORS) == bool(value)
if _self.env.su:
# You're SUPERUSER_ID
return TRUE_DOMAIN if positive else FALSE_DOMAIN
# Obtain and combine domains
result = OR(
[
_self._get_domain_by_access_groups(operation),
_self._get_domain_by_inheritance(operation),
]
)
if not positive:
result.insert(0, "!")
return result
@api.model
def _search_permission_create(self, operator, value):
return self._get_permission_domain(operator, value, "create")
@api.model
def _search_permission_read(self, operator, value):
return self._get_permission_domain(operator, value, "read")
@api.model
def _search_permission_unlink(self, operator, value):
return self._get_permission_domain(operator, value, "unlink")
@api.model
def _search_permission_write(self, operator, value):
return self._get_permission_domain(operator, value, "write")
def _filter_access_rules_python(self, operation):
# Only kept to not break inheritance; see next comment
result = super()._filter_access_rules_python(operation)
# HACK Always fall back to applying rules by SQL.
# Upstream `_filter_acccess_rules_python()` doesn't use computed fields
# search methods. Thus, it will take the `[('permission_{operation}',
# '=', user.id)]` rule literally. Obviously that will always fail
# because `self[f"permission_{operation}"]` will always be a `bool`,
# while `user.id` will always be an `int`.
result |= self._filter_access_rules(operation)
return result
@api.model_create_multi
def create(self, vals_list):
# Create as sudo to avoid testing creation permissions before DMS security
# groups are attached (otherwise nobody would be able to create)
res = super(DmsSecurityMixin, self.sudo()).create(vals_list)
# Need to flush now, so all groups are stored in DB and the SELECT used
# to check access works
res.flush_recordset()
# Go back to original sudo state and check we really had creation permission
res = res.sudo(self.env.su)
res.check_access_rights("create")
res.check_access_rule("create")
return res

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# Copyright 2021-2025 Tecnativa - Víctor Martínez
# License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl).
from odoo import api, models
from odoo.tools import ormcache
class IrAttachment(models.Model):
_inherit = "ir.attachment"
def _get_dms_directories(self, res_model, res_id):
domain = [
("res_model", "=", res_model),
("res_id", "=", res_id),
("storage_id.save_type", "=", "attachment"),
]
if self.env.context.get("attaching_to_record"):
domain += [("storage_id.include_message_attachments", "=", True)]
return self.env["dms.directory"].search(domain)
def _dms_directories_create(self):
items = self.sudo()._get_dms_directories(self.res_model, False)
for item in items:
model_item = self.env[self.res_model].browse(self.res_id)
ir_model_item = (
self.env["ir.model"].sudo().search([("model", "=", self.res_model)])
)
self.env["dms.directory"].sudo().with_context(check_name=False).create(
{
"name": model_item.display_name,
"model_id": ir_model_item.id,
"res_model": self.res_model,
"res_id": self.res_id,
"parent_id": item.id,
"storage_id": item.storage_id.id,
}
)
@ormcache("model")
def _dms_operations_from_model(self, model):
# Apply sudo to prevent ir.rule from being applied.
item = self.env["dms.storage"].sudo().search([("model_ids.model", "=", model)])
return bool(item)
def _dms_operations(self):
"""Perform the operation only if there is a storage with linked models.
The directory (dms.directory) linked to the record (if it does not exist)
and the file (dms.file) with the linked attachment would be created.
"""
for attachment in self:
if (
not attachment.res_model
or not attachment.res_id
or (
attachment.res_model
and not self._dms_operations_from_model(attachment.res_model)
)
):
continue
directories = attachment._get_dms_directories(
attachment.res_model, attachment.res_id
)
if not directories:
attachment._dms_directories_create()
# Get dms_directories again (with items previously created)
directories = attachment._get_dms_directories(
attachment.res_model, attachment.res_id
)
# Auto-create_files (if not exists)
for directory in directories:
dms_file_model = self.env["dms.file"].sudo()
dms_file = dms_file_model.search(
[
("attachment_id", "=", attachment.id),
("directory_id", "=", directory.id),
]
)
if not dms_file:
dms_file_model.create(
{
"name": attachment.name,
"directory_id": directory.id,
"attachment_id": attachment.id,
"res_model": attachment.res_model,
"res_id": attachment.res_id,
}
)
@api.model_create_multi
def create(self, vals_list):
records = super().create(vals_list)
if not self.env.context.get("dms_file"):
records._dms_operations()
return records
def write(self, vals):
res = super().write(vals)
if not self.env.context.get("dms_file") and self.env.context.get(
"attaching_to_record"
):
self._dms_operations()
return res
def unlink(self):
if not self.env.context.get("dms_file"):
self.env["dms.file"].search(
[("attachment_id", "in", self.ids)]
).with_context(dms_file=True).unlink()
return super().unlink()

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# Copyright 2021 Tecnativa - Jairo Llopis
# License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl).
from odoo import models
class MailThread(models.AbstractModel):
_inherit = "mail.thread"
def _message_post_process_attachments(
self, attachments, attachment_ids, message_data
):
"""Indicate to DMS that we're attaching a message to a record."""
_self = self.with_context(attaching_to_record=True)
return super(MailThread, _self)._message_post_process_attachments(
attachments, attachment_ids, message_data
)

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# Copyright 2017-2019 MuK IT GmbH.
# Copyright 2020 Creu Blanca
# License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl).
import os
from odoo import api, fields, models
from odoo.modules.module import get_resource_path
class Thumbnail(models.AbstractModel):
_name = "dms.mixins.thumbnail"
_inherit = "image.mixin"
_description = "DMS thumbnail and icon mixin"
icon_url = fields.Char(string="Icon URL", compute="_compute_icon_url")
def _get_icon_disk_path(self):
"""Obtain local disk path to record icon."""
folders = ["static", "icons"]
name = self._get_icon_placeholder_name()
path = get_resource_path("dms", *folders, name)
return path or get_resource_path("dms", *folders, "file_unknown.svg")
def _get_icon_placeholder_name(self):
return "folder.svg"
def _get_icon_url(self):
"""Obtain URL to record icon."""
local_path = self._get_icon_disk_path()
icon_name = os.path.basename(local_path)
return "/dms/static/icons/%s" % icon_name
@api.depends("image_128")
def _compute_icon_url(self):
"""Get icon static file URL."""
for one in self:
# Get URL to thumbnail or to the default icon by file extension
one.icon_url = (
"/web/image/{}/{}/image_128/128x128?crop=1".format(one._name, one.id)
if one.image_128
else one._get_icon_url()
)

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# Copyright 2020 Creu Blanca
# Copyright 2017-2019 MuK IT GmbH
# License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl).
import logging
from odoo import api, fields, models
_logger = logging.getLogger(__name__)
class ResCompany(models.Model):
_inherit = "res.company"
# ----------------------------------------------------------
# Database
# ----------------------------------------------------------
documents_onboarding_state = fields.Selection(
selection=[
("not_done", "Not done"),
("just_done", "Just done"),
("done", "Done"),
("closed", "Closed"),
],
default="not_done",
)
documents_onboarding_storage_state = fields.Selection(
selection=[
("not_done", "Not done"),
("just_done", "Just done"),
("done", "Done"),
("closed", "Closed"),
],
default="not_done",
)
documents_onboarding_directory_state = fields.Selection(
selection=[
("not_done", "Not done"),
("just_done", "Just done"),
("done", "Done"),
("closed", "Closed"),
],
default="not_done",
)
documents_onboarding_file_state = fields.Selection(
selection=[
("not_done", "Not done"),
("just_done", "Just done"),
("done", "Done"),
("closed", "Closed"),
],
default="not_done",
)
# ----------------------------------------------------------
# Functions
# ----------------------------------------------------------
def get_and_update_documents_onboarding_state(self):
return self._get_and_update_onboarding_state(
"documents_onboarding_state", self.get_documents_steps_states_names()
)
def get_documents_steps_states_names(self):
return [
"documents_onboarding_storage_state",
"documents_onboarding_directory_state",
"documents_onboarding_file_state",
]
# ----------------------------------------------------------
# Actions
# ----------------------------------------------------------
@api.model
def action_open_documents_onboarding_storage(self):
return self.env.ref("dms.action_dms_storage_new").read()[0]
@api.model
def action_open_documents_onboarding_directory(self):
storage = self.env["dms.storage"].search([], order="create_date desc", limit=1)
action = self.env.ref("dms.action_dms_directory_new").read()[0]
action["context"] = {
**self.env.context,
**{
"default_is_root_directory": True,
"default_storage_id": storage and storage.id,
},
}
return action
@api.model
def action_open_documents_onboarding_file(self):
directory = self.env["dms.directory"].search(
[], order="create_date desc", limit=1
)
action = self.env.ref("dms.action_dms_file_new").read()[0]
action["context"] = {
**self.env.context,
**{"default_directory_id": directory and directory.id},
}
return action
@api.model
def action_close_documents_onboarding(self):
self.env.user.company_id.documents_onboarding_state = "closed"

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# Copyright 2020 Creu Blanca
# Copyright 2017-2019 MuK IT GmbH
# License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl).
from odoo import fields, models
class ResConfigSettings(models.TransientModel):
_inherit = "res.config.settings"
documents_binary_max_size = fields.Integer(
string="Size",
help="Defines the maximum upload size in MB. Default (25MB)",
config_parameter="dms.binary_max_size",
)
documents_forbidden_extensions = fields.Char(
string="Extensions",
help="Defines a list of forbidden file extensions. (Example: 'exe,msi')",
config_parameter="dms.forbidden_extensions",
)

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# Copyright 2017-2019 MuK IT GmbH.
# Copyright 2020 Creu Blanca
# Copyright 2021 Tecnativa - Víctor Martínez
# License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl).
import logging
from odoo import _, api, fields, models
from odoo.exceptions import AccessError
_logger = logging.getLogger(__name__)
class Storage(models.Model):
_name = "dms.storage"
_description = "Storage"
# ----------------------------------------------------------
# Database
# ----------------------------------------------------------
name = fields.Char(required=True)
save_type = fields.Selection(
selection=[
("database", _("Database")),
("file", _("Filestore")),
("attachment", _("Attachment")),
],
default="database",
required=True,
help="""The save type is used to determine how a file is saved by the
system. If you change this setting, you can migrate existing files
manually by triggering the action.""",
)
company_id = fields.Many2one(
comodel_name="res.company",
string="Company",
default=lambda self: self.env.company,
help="If set, directories and files will only be available for "
"the selected company.",
)
is_hidden = fields.Boolean(
string="Storage is Hidden",
default=False,
help="Indicates if directories and files are hidden by default.",
)
root_directory_ids = fields.One2many(
comodel_name="dms.directory",
inverse_name="storage_id",
string="Root Directories",
auto_join=False,
readonly=False,
copy=False,
)
storage_directory_ids = fields.One2many(
comodel_name="dms.directory",
inverse_name="storage_id",
string="Directories",
auto_join=False,
readonly=True,
copy=False,
)
storage_file_ids = fields.One2many(
comodel_name="dms.file",
inverse_name="storage_id",
string="Files",
auto_join=False,
readonly=True,
copy=False,
)
count_storage_directories = fields.Integer(
compute="_compute_count_storage_directories", string="Count Directories"
)
count_storage_files = fields.Integer(
compute="_compute_count_storage_files", string="Count Files"
)
model_ids = fields.Many2many("ir.model", string="Linked Models")
inherit_access_from_parent_record = fields.Boolean(
string="Inherit permissions from related record",
default=False,
help="Indicate if directories and files access work only with "
"related model access (for example, if some directories are related "
"with any sale, only users with read access to these sale can acess)",
)
include_message_attachments = fields.Boolean(
string="Create files from message attachments",
default=False,
help="Indicate if directories and files auto-create in mail "
"composition process too",
)
model = fields.Char(search="_search_model", store=False)
def _search_model(self, operator, value):
allowed_items = self.env["ir.model"].sudo().search([("model", operator, value)])
return [("model_ids", "in", allowed_items.ids)]
@api.onchange("save_type")
def _onchange_save_type(self):
for record in self:
if record.save_type == "attachment":
record.inherit_access_from_parent_record = True
# ----------------------------------------------------------
# Actions
# ----------------------------------------------------------
def action_storage_migrate(self):
if self.save_type != "attachment":
if not self.env.user.has_group("dms.group_dms_manager"):
raise AccessError(_("Only managers can execute this action."))
files = self.env["dms.file"].with_context(active_test=False).sudo()
for record in self:
domain = [
("require_migration", "=", True),
("storage_id", "=", record.id),
]
files.search(domain).action_migrate()
def action_save_onboarding_storage_step(self):
self.env.user.company_id.set_onboarding_step_done(
"documents_onboarding_storage_state"
)
# ----------------------------------------------------------
# Read, View
# ----------------------------------------------------------
@api.depends("storage_directory_ids")
def _compute_count_storage_directories(self):
for record in self:
record.count_storage_directories = len(record.storage_directory_ids)
@api.depends("storage_file_ids")
def _compute_count_storage_files(self):
for record in self:
record.count_storage_files = len(record.storage_file_ids)
def write(self, values):
res = super().write(values)
if "model_ids" in values:
self.env["ir.attachment"].clear_caches()
return res

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# Copyright 2020 RGB Consulting
# Copyright 2017-2019 MuK IT GmbH
# License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl).
import logging
from odoo import api, fields, models
_logger = logging.getLogger(__name__)
class Tag(models.Model):
_name = "dms.tag"
_description = "Document Tag"
name = fields.Char(required=True, translate=True)
active = fields.Boolean(
default=True,
help="The active field allows you " "to hide the tag without removing it.",
)
category_id = fields.Many2one(
comodel_name="dms.category",
context="{'dms_category_show_path': True}",
string="Category",
ondelete="set null",
)
color = fields.Integer(string="Color Index", default=10)
directory_ids = fields.Many2many(
comodel_name="dms.directory",
relation="dms_directory_tag_rel",
column1="tid",
column2="did",
string="Directories",
readonly=True,
)
file_ids = fields.Many2many(
comodel_name="dms.file",
relation="dms_file_tag_rel",
column1="tid",
column2="fid",
string="Files",
readonly=True,
)
count_directories = fields.Integer(compute="_compute_count_directories")
count_files = fields.Integer(compute="_compute_count_files")
_sql_constraints = [
("name_uniq", "unique (name, category_id)", "Tag name already exists!"),
]
@api.depends("directory_ids")
def _compute_count_directories(self):
for rec in self:
rec.count_directories = len(rec.directory_ids)
@api.depends("file_ids")
def _compute_count_files(self):
for rec in self:
rec.count_files = len(rec.file_ids)

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To configure this module, you need to:
#. Go to *Documents -> Configuration -> Storages*.
#. Create a new document storage. You can choose between two options on `Save Type`:
* `Database`: Store the files on the database as a field
* `Attachment`: Store the files as attachments
#. Next create an administrative access group. Go to *Configuration -> Access Groups*.
* 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.
#. Afterwards go to *Documents -> Directories*.
#. Create a new directory, mark it as root and select the previously created setting.
* Select the *Groups* tab and add your administrative group created above.
#. On the Directory you can also add other access groups (created above) that will be able to:
* read
* create
* write
* delete
Migration
~~~~~~~~~
If you need to modify the storage Save Type you might want to migrate the file data.
In order to achieve it you need to:
#. Go to *Documents -> Configuration -> Storage* and select the storage you want to modify
#. Modify the save type
#. Press the button `Migrate files` if you want to migrate all the files at once
#. Press the button `Manual File Migration` in order to specify files one by one
You can check all the files that still needs to be migrated from all storages
and migrate them manually on *Documents -> Configuration -> Migration*
File Wizard Selection
~~~~~~~~~~~~~~~~~~~~~
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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* Mathias Markl <mathias.markl@mukit.at>
* Enric Tobella <etobella@creublanca.es>
* Antoni Romera
* Gelu Boros <gelu.boros@rgbconsulting.com>
* `Tecnativa <https://www.tecnativa.com>`_:
* Víctor Martínez
* Pedro M. Baeza
* Jairo Llopis
* `Elego <https://www.elegosoft.com>`_:
* Yu Weng <yweng@elegosoft.com>
* Philip Witte <phillip.witte@elegosoft.com>
* Khanh Bui <khanh.bui@mail.elegosoft.com>

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The migration of this module from 15.0 to 16.0 was financially supported by `AgentERP <https://www.agenterp.com>`_
Some pictures are based on or inspired by:
* `Roundicons <https://www.flaticon.com/authors/roundicons>`_
* `Smashicons <https://www.flaticon.com/authors/smashicons>`_

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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.
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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Preview
~~~~~~~
``mail_preview_base`` is required for DMS but it is recommended to install all
the other `mail_preview` modules from `social` OCA repository
in order to improve the preview of files.
``python-magic`` library is recommended to be installed for having whole support
to get proper file types and file preview.

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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).
- Accessing the clipboard (for example copy share link of file/directory) is limited to secure connections. It also happens in any part of Odoo.

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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.
Portal functionality
~~~~~~~~~~~~~~~~~~~~
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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id,name,model_id/id,group_id/id,perm_read,perm_write,perm_create,perm_unlink
access_dms_tag_user,dms_tag_user,model_dms_tag,group_dms_user,1,1,1,1
access_dms_category_user,dms_category_user,model_dms_category,group_dms_user,1,1,1,1
access_dms_storage_base_user,dms_storage_base_user,model_dms_storage,base.group_user,1,0,0,0
access_dms_storage_portal,dms_storage_portal,model_dms_storage,base.group_portal,1,0,0,0
access_dms_storage_user,dms_storage_user,model_dms_storage,group_dms_user,1,0,0,0
access_dms_storage_manager,dms_storage_manager,model_dms_storage,group_dms_manager,1,1,1,1
access_dms_directory_public,dms_directory_public,model_dms_directory,base.group_public,1,0,0,0
access_dms_directory_portal,dms_directory_portal,model_dms_directory,base.group_portal,1,0,0,0
access_dms_directory_base_user,dms_directory_base_user,model_dms_directory,base.group_user,1,0,0,0
access_dms_directory_user,dms_directory_user,model_dms_directory,group_dms_user,1,1,1,1
access_dms_file_public,dms_file_public,model_dms_file,base.group_public,1,0,0,0
access_dms_file_portal,dms_file_portal,model_dms_file,base.group_portal,1,0,0,0
access_dms_file_base_user,dms_file_base_user,model_dms_file,base.group_user,1,0,0,0
access_dms_file_user,dms_file_user,model_dms_file,group_dms_user,1,1,1,1
access_dms_access_group_public,access_dms_access_group_public,model_dms_access_group,base.group_public,1,0,0,0
access_dms_access_group_portal,access_dms_access_group_portal,model_dms_access_group,base.group_portal,1,0,0,0
access_security_access_groups_user,access_security_access_groups_user,model_dms_access_group,base.group_user,1,0,0,0
access_security_access_groups_dms_user,access_security_access_groups_dms_user,model_dms_access_group,group_dms_user,1,1,1,1
access_wizard_dms_file_move,access_wizard_dms_file_move,model_wizard_dms_file_move,group_dms_user,1,1,1,1
access_wizard_dms_share,access_wizard_dms_share,model_wizard_dms_share,group_dms_manager,1,1,1,0
1 id name model_id/id group_id/id perm_read perm_write perm_create perm_unlink
2 access_dms_tag_user dms_tag_user model_dms_tag group_dms_user 1 1 1 1
3 access_dms_category_user dms_category_user model_dms_category group_dms_user 1 1 1 1
4 access_dms_storage_base_user dms_storage_base_user model_dms_storage base.group_user 1 0 0 0
5 access_dms_storage_portal dms_storage_portal model_dms_storage base.group_portal 1 0 0 0
6 access_dms_storage_user dms_storage_user model_dms_storage group_dms_user 1 0 0 0
7 access_dms_storage_manager dms_storage_manager model_dms_storage group_dms_manager 1 1 1 1
8 access_dms_directory_public dms_directory_public model_dms_directory base.group_public 1 0 0 0
9 access_dms_directory_portal dms_directory_portal model_dms_directory base.group_portal 1 0 0 0
10 access_dms_directory_base_user dms_directory_base_user model_dms_directory base.group_user 1 0 0 0
11 access_dms_directory_user dms_directory_user model_dms_directory group_dms_user 1 1 1 1
12 access_dms_file_public dms_file_public model_dms_file base.group_public 1 0 0 0
13 access_dms_file_portal dms_file_portal model_dms_file base.group_portal 1 0 0 0
14 access_dms_file_base_user dms_file_base_user model_dms_file base.group_user 1 0 0 0
15 access_dms_file_user dms_file_user model_dms_file group_dms_user 1 1 1 1
16 access_dms_access_group_public access_dms_access_group_public model_dms_access_group base.group_public 1 0 0 0
17 access_dms_access_group_portal access_dms_access_group_portal model_dms_access_group base.group_portal 1 0 0 0
18 access_security_access_groups_user access_security_access_groups_user model_dms_access_group base.group_user 1 0 0 0
19 access_security_access_groups_dms_user access_security_access_groups_dms_user model_dms_access_group group_dms_user 1 1 1 1
20 access_wizard_dms_file_move access_wizard_dms_file_move model_wizard_dms_file_move group_dms_user 1 1 1 1
21 access_wizard_dms_share access_wizard_dms_share model_wizard_dms_share group_dms_manager 1 1 1 0

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<?xml version="1.0" encoding="UTF-8" ?>
<!--
Copyright 2017-2019 MuK IT GmbH
Copyright 2020 Creu Blanca
Copyright 2021 Tecnativa - Víctor Martínez
License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl).
-->
<odoo>
<record id="category_dms_security" model="ir.module.category">
<field name="name">Documents</field>
</record>
<record id="group_dms_user" model="res.groups">
<field name="name">User</field>
<field name="category_id" ref="category_dms_security" />
<field name="implied_ids" eval="[(4, ref('base.group_user'))]" />
</record>
<record id="group_dms_manager" model="res.groups">
<field name="name">Manager</field>
<field name="implied_ids" eval="[(4, ref('group_dms_user'))]" />
<field name="category_id" ref="category_dms_security" />
<field
name="users"
eval="[(4, ref('base.user_root')), (4, ref('base.user_admin'))]"
/>
</record>
<record id="rule_multi_company_storage" model="ir.rule">
<field name="name">DMS Storage multi-company</field>
<field name="model_id" ref="model_dms_storage" />
<field name="global" eval="True" />
<field
name="domain_force"
>['|',('company_id','=',False),('company_id','in',company_ids)]</field>
</record>
<record id="rule_multi_company_directory" model="ir.rule">
<field name="name">DMS Directory multi-company</field>
<field name="model_id" ref="model_dms_directory" />
<field name="global" eval="True" />
<field
name="domain_force"
>['|',('company_id','=',False),('company_id','in',company_ids)]</field>
</record>
<record id="rule_multi_company_file" model="ir.rule">
<field name="name">File multi-company</field>
<field name="model_id" ref="model_dms_file" />
<field name="global" eval="True" />
<field
name="domain_force"
>['|',('company_id','=',False),('company_id','in',company_ids)]</field>
</record>
<record id="rule_file_locked" model="ir.rule">
<field name="name">Locked files are only modified by locker user.</field>
<field name="model_id" ref="model_dms_file" />
<field name="groups" eval="[(4, ref('base.group_user'))]" />
<field name="global" eval="True" />
<field name="perm_read" eval="0" />
<field name="perm_create" eval="1" />
<field name="perm_write" eval="1" />
<field name="perm_unlink" eval="1" />
<field
name="domain_force"
>['|', ('locked_by', '=', False), ('locked_by', '=', user.id)]</field>
</record>
<record id="rule_security_groups_user" model="ir.rule">
<field name="name">DMS users can only edit and delete their own groups.</field>
<field name="model_id" ref="model_dms_access_group" />
<field name="groups" eval="[(4, ref('group_dms_user'))]" />
<field name="perm_read" eval="0" />
<field name="perm_create" eval="0" />
<field name="perm_write" eval="1" />
<field name="perm_unlink" eval="1" />
<field name="domain_force">[('create_uid','=',user.id)]</field>
</record>
<record id="rule_security_groups_manager" model="ir.rule">
<field name="name">DMS Managers can edit and delete all groups.</field>
<field name="model_id" ref="model_dms_access_group" />
<field name="groups" eval="[(4, ref('group_dms_manager'))]" />
<field name="perm_read" eval="0" />
<field name="perm_create" eval="0" />
<field name="perm_write" eval="1" />
<field name="perm_unlink" eval="1" />
<field name="domain_force">[(1 ,'=', 1)]</field>
</record>
<!-- Forbid lower groups access to hidden storage -->
<record id="rule_forbid_hidden_storage" model="ir.rule">
<field name="name">Basic users cannot access hidden storage</field>
<field name="model_id" ref="model_dms_storage" />
<field
name="groups"
eval="[(4, ref('base.group_portal')), (4, ref('group_dms_user'))]"
/>
<field name="perm_read" eval="1" />
<field name="perm_create" eval="1" />
<field name="perm_write" eval="1" />
<field name="perm_unlink" eval="1" />
<field name="domain_force">[('is_hidden', '=', False)]</field>
</record>
<record id="rule_allow_hidden_storage" model="ir.rule">
<field name="name">Managers can access hidden storage</field>
<field name="model_id" ref="model_dms_storage" />
<field name="groups" eval="[(4, ref('group_dms_manager'))]" />
<field name="perm_read" eval="1" />
<field name="perm_create" eval="1" />
<field name="perm_write" eval="1" />
<field name="perm_unlink" eval="1" />
<field name="domain_force">[('is_hidden', '=', True)]</field>
</record>
<!-- These rules leverage computed permission management -->
<record id="rule_directory_computed_create" model="ir.rule">
<field name="name">Apply computed create permissions.</field>
<field name="model_id" ref="model_dms_directory" />
<field name="global" eval="True" />
<field name="perm_read" eval="0" />
<field name="perm_create" eval="1" />
<field name="perm_write" eval="0" />
<field name="perm_unlink" eval="0" />
<field name="domain_force">[('permission_create', '=', user.id)]</field>
</record>
<record id="rule_directory_computed_read" model="ir.rule">
<field name="name">Apply computed read permissions.</field>
<field name="model_id" ref="model_dms_directory" />
<field name="global" eval="True" />
<field name="perm_read" eval="1" />
<field name="perm_create" eval="0" />
<field name="perm_write" eval="0" />
<field name="perm_unlink" eval="0" />
<field name="domain_force">[('permission_read', '=', user.id)]</field>
</record>
<record id="rule_directory_computed_unlink" model="ir.rule">
<field name="name">Apply computed unlink permissions.</field>
<field name="model_id" ref="model_dms_directory" />
<field name="global" eval="True" />
<field name="perm_read" eval="0" />
<field name="perm_create" eval="0" />
<field name="perm_write" eval="0" />
<field name="perm_unlink" eval="1" />
<field name="domain_force">[('permission_unlink', '=', user.id)]</field>
</record>
<record id="rule_directory_computed_write" model="ir.rule">
<field name="name">Apply computed write permissions.</field>
<field name="model_id" ref="model_dms_directory" />
<field name="global" eval="True" />
<field name="perm_read" eval="0" />
<field name="perm_create" eval="0" />
<field name="perm_write" eval="1" />
<field name="perm_unlink" eval="0" />
<field name="domain_force">[('permission_write', '=', user.id)]</field>
</record>
<record id="rule_file_computed_create" model="ir.rule">
<field name="name">Apply computed create permissions.</field>
<field name="model_id" ref="model_dms_file" />
<field name="global" eval="True" />
<field name="perm_read" eval="0" />
<field name="perm_create" eval="1" />
<field name="perm_write" eval="0" />
<field name="perm_unlink" eval="0" />
<field name="domain_force">[('permission_create', '=', user.id)]</field>
</record>
<record id="rule_file_computed_read" model="ir.rule">
<field name="name">Apply computed read permissions.</field>
<field name="model_id" ref="model_dms_file" />
<field name="global" eval="True" />
<field name="perm_read" eval="1" />
<field name="perm_create" eval="0" />
<field name="perm_write" eval="0" />
<field name="perm_unlink" eval="0" />
<field name="domain_force">[('permission_read', '=', user.id)]</field>
</record>
<record id="rule_file_computed_unlink" model="ir.rule">
<field name="name">Apply computed unlink permissions.</field>
<field name="model_id" ref="model_dms_file" />
<field name="global" eval="True" />
<field name="perm_read" eval="0" />
<field name="perm_create" eval="0" />
<field name="perm_write" eval="0" />
<field name="perm_unlink" eval="1" />
<field name="domain_force">[('permission_unlink', '=', user.id)]</field>
</record>
<record id="rule_file_computed_write" model="ir.rule">
<field name="name">Apply computed write permissions.</field>
<field name="model_id" ref="model_dms_file" />
<field name="global" eval="True" />
<field name="perm_read" eval="0" />
<field name="perm_create" eval="0" />
<field name="perm_write" eval="1" />
<field name="perm_unlink" eval="0" />
<field name="domain_force">[('permission_write', '=', user.id)]</field>
</record>
</odoo>

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<div class="document" id="document-management-system">
<h1 class="title">Document Management System</h1>
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<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/lgpl-3.0-standalone.html"><img alt="License: LGPL-3" src="https://img.shields.io/badge/licence-LGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/dms/tree/16.0/dms"><img alt="OCA/dms" src="https://img.shields.io/badge/github-OCA%2Fdms-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/dms-16-0/dms-16-0-dms"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/dms&amp;target_branch=16.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
<p>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.</p>
<p>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.</p>
<p><strong>Table of contents</strong></p>
<div class="contents local topic" id="contents">
<ul class="simple">
<li><a class="reference internal" href="#installation" id="toc-entry-1">Installation</a><ul>
<li><a class="reference internal" href="#preview" id="toc-entry-2">Preview</a></li>
</ul>
</li>
<li><a class="reference internal" href="#configuration" id="toc-entry-3">Configuration</a><ul>
<li><a class="reference internal" href="#migration" id="toc-entry-4">Migration</a></li>
<li><a class="reference internal" href="#file-wizard-selection" id="toc-entry-5">File Wizard Selection</a></li>
</ul>
</li>
<li><a class="reference internal" href="#usage" id="toc-entry-6">Usage</a><ul>
<li><a class="reference internal" href="#portal-functionality" id="toc-entry-7">Portal functionality</a></li>
</ul>
</li>
<li><a class="reference internal" href="#known-issues-roadmap" id="toc-entry-8">Known issues / Roadmap</a></li>
<li><a class="reference internal" href="#bug-tracker" id="toc-entry-9">Bug Tracker</a></li>
<li><a class="reference internal" href="#credits" id="toc-entry-10">Credits</a><ul>
<li><a class="reference internal" href="#authors" id="toc-entry-11">Authors</a></li>
<li><a class="reference internal" href="#contributors" id="toc-entry-12">Contributors</a></li>
<li><a class="reference internal" href="#other-credits" id="toc-entry-13">Other credits</a></li>
<li><a class="reference internal" href="#maintainers" id="toc-entry-14">Maintainers</a></li>
</ul>
</li>
</ul>
</div>
<div class="section" id="installation">
<h1><a class="toc-backref" href="#toc-entry-1">Installation</a></h1>
<div class="section" id="preview">
<h2><a class="toc-backref" href="#toc-entry-2">Preview</a></h2>
<p><tt class="docutils literal">mail_preview_base</tt> is required for DMS but it is recommended to install all
the other <cite>mail_preview</cite> modules from <cite>social</cite> OCA repository
in order to improve the preview of files.</p>
<p><tt class="docutils literal"><span class="pre">python-magic</span></tt> library is recommended to be installed for having whole support
to get proper file types and file preview.</p>
</div>
</div>
<div class="section" id="configuration">
<h1><a class="toc-backref" href="#toc-entry-3">Configuration</a></h1>
<p>To configure this module, you need to:</p>
<ol class="arabic simple">
<li>Go to <em>Documents -&gt; Configuration -&gt; Storages</em>.</li>
<li><dl class="first docutils">
<dt>Create a new document storage. You can choose between two options on <cite>Save Type</cite>:</dt>
<dd><ul class="first last">
<li><cite>Database</cite>: Store the files on the database as a field</li>
<li><cite>Attachment</cite>: Store the files as attachments</li>
</ul>
</dd>
</dl>
</li>
<li><dl class="first docutils">
<dt>Next create an administrative access group. Go to <em>Configuration -&gt; Access Groups</em>.</dt>
<dd><ul class="first last">
<li>Create a new group, name it appropriately, and turn on all three permissions (Create, Write and Unlink - Read is implied and always enabled).</li>
<li>Add any other top-level administrative users to the group if needed (your user should already be there).</li>
<li>You can create other groups in here later for fine grained access control.</li>
</ul>
</dd>
</dl>
</li>
<li>Afterwards go to <em>Documents -&gt; Directories</em>.</li>
<li><dl class="first docutils">
<dt>Create a new directory, mark it as root and select the previously created setting.</dt>
<dd><ul class="first last">
<li>Select the <em>Groups</em> tab and add your administrative group created above.</li>
</ul>
</dd>
</dl>
</li>
<li><dl class="first docutils">
<dt>On the Directory you can also add other access groups (created above) that will be able to:</dt>
<dd><ul class="first last">
<li>read</li>
<li>create</li>
<li>write</li>
<li>delete</li>
</ul>
</dd>
</dl>
</li>
</ol>
<div class="section" id="migration">
<h2><a class="toc-backref" href="#toc-entry-4">Migration</a></h2>
<p>If you need to modify the storage Save Type you might want to migrate the file data.
In order to achieve it you need to:</p>
<ol class="arabic simple">
<li>Go to <em>Documents -&gt; Configuration -&gt; Storage</em> and select the storage you want to modify</li>
<li>Modify the save type</li>
<li>Press the button <cite>Migrate files</cite> if you want to migrate all the files at once</li>
<li>Press the button <cite>Manual File Migration</cite> in order to specify files one by one</li>
</ol>
<p>You can check all the files that still needs to be migrated from all storages
and migrate them manually on <em>Documents -&gt; Configuration -&gt; Migration</em></p>
</div>
<div class="section" id="file-wizard-selection">
<h2><a class="toc-backref" href="#toc-entry-5">File Wizard Selection</a></h2>
<p>There is an action called <cite>action_dms_file_wizard_selector</cite> to open a wizard to list files in kanban view.
This can be used (example <cite>dms_attachment_link</cite> module) to add a button in kanban view with the action we need.</p>
</div>
</div>
<div class="section" id="usage">
<h1><a class="toc-backref" href="#toc-entry-6">Usage</a></h1>
<p>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.</p>
<div class="section" id="portal-functionality">
<h2><a class="toc-backref" href="#toc-entry-7">Portal functionality</a></h2>
<p>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.</p>
</div>
</div>
<div class="section" id="known-issues-roadmap">
<h1><a class="toc-backref" href="#toc-entry-8">Known issues / Roadmap</a></h1>
<ul class="simple">
<li>Files preview in portal</li>
<li>Allow to download folder in portal and create zip file with all content</li>
<li>Save in cache own_root directories and update in every create/write/unlink function</li>
<li>Add a migration procedure for converting an storage to attachment one for populating existing records with attachments as folders</li>
<li>Add a link from attachment view in chatter to linked documents</li>
<li>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.</li>
<li>Since portal users can read <tt class="docutils literal">dms.storage</tt> 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.</li>
<li>Searchpanel in files: Highlight items (shading) without records when filtering something (by name for example).</li>
<li>Accessing the clipboard (for example copy share link of file/directory) is limited to secure connections. It also happens in any part of Odoo.</li>
</ul>
</div>
<div class="section" id="bug-tracker">
<h1><a class="toc-backref" href="#toc-entry-9">Bug Tracker</a></h1>
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/dms/issues">GitHub Issues</a>.
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
<a class="reference external" href="https://github.com/OCA/dms/issues/new?body=module:%20dms%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
<p>Do not contact contributors directly about support or help with technical issues.</p>
</div>
<div class="section" id="credits">
<h1><a class="toc-backref" href="#toc-entry-10">Credits</a></h1>
<div class="section" id="authors">
<h2><a class="toc-backref" href="#toc-entry-11">Authors</a></h2>
<ul class="simple">
<li>MuK IT</li>
<li>Tecnativa</li>
</ul>
</div>
<div class="section" id="contributors">
<h2><a class="toc-backref" href="#toc-entry-12">Contributors</a></h2>
<ul class="simple">
<li>Mathias Markl &lt;<a class="reference external" href="mailto:mathias.markl&#64;mukit.at">mathias.markl&#64;mukit.at</a>&gt;</li>
<li>Enric Tobella &lt;<a class="reference external" href="mailto:etobella&#64;creublanca.es">etobella&#64;creublanca.es</a>&gt;</li>
<li>Antoni Romera</li>
<li>Gelu Boros &lt;<a class="reference external" href="mailto:gelu.boros&#64;rgbconsulting.com">gelu.boros&#64;rgbconsulting.com</a>&gt;</li>
<li><a class="reference external" href="https://www.tecnativa.com">Tecnativa</a>:<ul>
<li>Víctor Martínez</li>
<li>Pedro M. Baeza</li>
<li>Jairo Llopis</li>
</ul>
</li>
<li><a class="reference external" href="https://www.elegosoft.com">Elego</a>:<ul>
<li>Yu Weng &lt;<a class="reference external" href="mailto:yweng&#64;elegosoft.com">yweng&#64;elegosoft.com</a>&gt;</li>
<li>Philip Witte &lt;<a class="reference external" href="mailto:phillip.witte&#64;elegosoft.com">phillip.witte&#64;elegosoft.com</a>&gt;</li>
<li>Khanh Bui &lt;<a class="reference external" href="mailto:khanh.bui&#64;mail.elegosoft.com">khanh.bui&#64;mail.elegosoft.com</a>&gt;</li>
</ul>
</li>
</ul>
</div>
<div class="section" id="other-credits">
<h2><a class="toc-backref" href="#toc-entry-13">Other credits</a></h2>
<p>The migration of this module from 15.0 to 16.0 was financially supported by <a class="reference external" href="https://www.agenterp.com">AgentERP</a></p>
<p>Some pictures are based on or inspired by:</p>
<ul class="simple">
<li><a class="reference external" href="https://www.flaticon.com/authors/roundicons">Roundicons</a></li>
<li><a class="reference external" href="https://www.flaticon.com/authors/smashicons">Smashicons</a></li>
</ul>
</div>
<div class="section" id="maintainers">
<h2><a class="toc-backref" href="#toc-entry-14">Maintainers</a></h2>
<p>This module is maintained by the OCA.</p>
<a class="reference external image-reference" href="https://odoo-community.org">
<img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" />
</a>
<p>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.</p>
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/dms/tree/16.0/dms">OCA/dms</a> project on GitHub.</p>
<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
</div>
</div>
</div>
</body>
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