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25de52a
[12.0][ADD] dms_field: New view
Aug 10, 2020
1ab2d43
[IMP] dms_field: create dms records
etobella Aug 25, 2020
4a2cf51
[IMP] dms_field: Allow to set multiple models on storage & tests
etobella Oct 7, 2020
7f1dc7a
[FIX] dms_field: Change sequence value to prevent appear first in dms…
victoralmau Feb 18, 2021
453a7ea
[FIX] dms_field: Prevent dupplicate model_ids field in storage view
victoralmau Apr 14, 2021
b8ed1b8
[FIX] improve some queries
Jun 10, 2021
8b555c5
Added translation using Weblate (French)
nicolas-burel Jul 15, 2021
1fa9965
[MIG] dms_field: Migration to 13.0
albariera Aug 30, 2021
23e625a
[MIG] dms_field: Migration to 14.0
olgamarcocb Jan 3, 2022
f20ca7b
[MIG] dms_field: Migration to 15.0
olgamarcocb May 11, 2022
32f291e
[RFC] dms_field: change license from agpl to lgpl
marcelsavegnago Apr 16, 2022
607348c
[IMP] dms_field: Remove unnecessary code, improve test coverage
etobella Aug 30, 2022
b28537d
Added translation using Weblate (Spanish)
Ivorra78 Jul 28, 2023
a78e1a5
Added translation using Weblate (Italian)
mymage Sep 28, 2023
bcaee58
Translated using Weblate (Italian)
francesco-ooops Oct 13, 2023
c55cd98
[FIX] dms_field: Use new field
etobella Oct 25, 2023
57ef1aa
Translated using Weblate (Italian)
mymage Dec 1, 2023
ec889c1
[FIX] dms_field: Opening a directory using the right click open action
Zodk2 May 28, 2023
592817d
[UPD] Update dms_field.pot
Feb 7, 2024
fb22d81
[IMP] dms_field: Misc changes
victoralmau Jan 19, 2024
4d31cde
[IMP] dms_field: Disable multiple selection not currently supported (…
victoralmau Feb 12, 2024
72fe346
[IMP] dms_field: Correctly sort the records (directories and files) i…
victoralmau Mar 6, 2024
180e240
[IMP] dms_field: Add support to drag & drop
CarlosRoca13 Mar 8, 2024
274837e
[IMP] dms_field: Open all directories at first charge but not set ope…
CarlosRoca13 Mar 11, 2024
9f47787
Translated using Weblate (Spanish)
Ivorra78 Mar 23, 2024
8ebdd21
[FIX] dms_field: Keep dms active when changing view
CarlosRoca13 Mar 26, 2024
b478b89
[MIG] dms_field: Migration to 16.0
CarlosRoca13 Apr 16, 2024
f2ffdf4
[IMP] dms_field: Add Parent directory option to templates
victoralmau Apr 16, 2024
e6033e5
[IMP] dms_field: Add model_ref to access groups to avoid possible err…
victoralmau Mar 27, 2024
ee92091
[FIX] dms_field: Avoid auto-generate multiple access groups + Refacto…
victoralmau Jun 12, 2024
1ac66a4
[FIX] dms_field: Use own service instead of using dialog service of c…
CarlosRoca13 Jun 20, 2024
37344e7
[MIG] hr_dms_field: Migration to 16.0
victoralmau Jun 3, 2024
58f9e57
Translated using Weblate (Italian)
mymage Jul 4, 2024
eba4bd9
[FIX] dms_field: Show the correct image (same as kanban view) of the …
victoralmau Jul 24, 2024
f3da932
[FIX] dms_field: Incompatibility with web_responsive
CarlosRoca13 Jul 26, 2024
059f300
[FIX] dms_field: Avoid access error in dms.access.groups linked to an…
victoralmau Aug 5, 2024
ff1375f
Translated using Weblate (Italian)
mymage Aug 12, 2024
42904db
[IMP] dms_field + hr_dms_field: Create dms directory automatically in…
victoralmau Oct 1, 2024
b6659dd
[IMP] dms_field: Add partner embedded DMS template
victoralmau Nov 19, 2024
5a89558
Translated using Weblate (Italian)
mymage Nov 26, 2024
6788729
[FIX] dms_field: Test compatibility
victoralmau Nov 29, 2024
c7694c2
[FIX] dms_field: Apply sudo() to apply the corresponding process even…
victoralmau Mar 25, 2025
43fc7e6
[IMP] dms_field: pre-commit auto fixes
CarlosRoca13 Apr 21, 2025
4c39a28
[MIG] dms_field: Migration to 18.0
CarlosRoca13 Apr 29, 2025
53b6ce9
[UPD] Update dms_field.pot
May 8, 2025
b59893a
[BOT] post-merge updates
OCA-git-bot May 8, 2025
defb6d7
Update copier to v1.31
CarlosRoca13 May 9, 2025
acac1b0
[FIX] dms_field: Use the appropriate model for the creation of the fi…
victoralmau May 12, 2025
ee2b8a9
[BOT] post-merge updates
OCA-git-bot May 13, 2025
906b0c9
[FIX] dms_field: Avoid error when accessing storage form view
victoralmau May 13, 2025
30b109d
[IMP] dms_field: Add CarlosRoca13 as maintainer
CarlosRoca13 May 13, 2025
bcea51f
[BOT] post-merge updates
OCA-git-bot May 13, 2025
78fbd06
[IMP] dms_field: Make change of record work
etobella Jul 2, 2025
6292fcf
[BOT] post-merge updates
OCA-git-bot Jul 3, 2025
b08aa42
Added translation using Weblate (Swedish)
jakobkrabbe Sep 19, 2025
9da1aa0
[IMP] dms_field: Use ir.assets for xml to add the sequence and avoid …
etobella Oct 3, 2025
b4103f7
[BOT] post-merge updates
OCA-git-bot Oct 3, 2025
2f66b1a
[REF] dms_field: Allow to override generated group domain
SirPyTech Aug 18, 2025
b9e6816
[REF] dms_field: Allow to override child directory values
SirPyTech Aug 18, 2025
d44bf3d
[IMP] dms_field: Propagate groups from template
SirPyTech Aug 18, 2025
716c721
[BOT] post-merge updates
OCA-git-bot Jan 5, 2026
4f34162
[IMP] dms_field: Avoid to recharge model on each load
CarlosRoca13 Jan 13, 2026
205c3c4
[BOT] post-merge updates
OCA-git-bot Jan 14, 2026
1a8d347
[FIX] dms_field: Avoiding dms.directory access errors in some cases
victoralmau Feb 6, 2026
a80e3f7
[BOT] post-merge updates
OCA-git-bot Feb 10, 2026
dba6cc4
Translated using Weblate (Spanish)
herminioelx Feb 19, 2026
d087e45
[18.0][IMP] dms_field: Updated domain check for dms directory creation
anusriNPS Mar 11, 2026
e525e47
[BOT] post-merge updates
OCA-git-bot Mar 16, 2026
96451c4
Added translation using Weblate (Arabic)
MohamedESalem May 14, 2026
e7afdb8
[FIX] dms_field: Remove warning
victoralmau May 19, 2026
692c6d7
[BOT] post-merge updates
OCA-git-bot May 19, 2026
ccc7d24
Translated using Weblate (Arabic)
MohamedESalem May 14, 2026
dcf5bc7
[IMP] dms: Upload file and create dms.file directly
victoralmau Apr 29, 2026
2484d2d
[BOT] post-merge updates
OCA-git-bot May 25, 2026
45d5861
Added translation using Weblate (Slovenian)
sysadminmatmoz Jun 22, 2026
0055738
Translated using Weblate (Slovenian)
sysadminmatmoz Jun 22, 2026
9a87303
[MIG] dms_field: Migration to 19.0
mmircoli-nexapp Jun 22, 2026
2302002
[IMP] dms_field: use self.env._ for translations, fix pylint warnings
mmircoli-nexapp Jun 22, 2026
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145 changes: 145 additions & 0 deletions dms_field/README.rst
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.. image:: https://odoo-community.org/readme-banner-image
:target: https://odoo-community.org/get-involved?utm_source=readme
:alt: Odoo Community Association

=========
DMS Field
=========

..
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! source digest: sha256:66e497f80e6b3b01092d626f9e83e9b929b47fa353e30bc00b0334e2f0a1c123
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

.. |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/license-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/18.0/dms_field
:alt: OCA/dms
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
:target: https://translation.odoo-community.org/projects/dms-18-0/dms-18-0-dms_field
: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=18.0
:alt: Try me on Runboat

|badge1| |badge2| |badge3| |badge4| |badge5|

This addon creates a new kind of view and allows to define a folder
related to a record.

**Table of contents**

.. contents::
:local:

Configuration
=============

To use the embedded view in any module, the module must inherit from the
mixin dms.field.mixin (You have an example with res.partner in this
module).

Once this is done, in the form view of the model we will have to add the
following:

.. code:: xml

<field name="dms_directory_ids" mode="dms_list" />

In addition, it will be necessary to create an Embedded DMS template for
this model.

1. *Go to Documents > Configuration > Embedded DMS templates* and create
a new record.
2. Set a storage, a model (res.partner for example) and the access
groups you want.
3. You can also use expressions in "Directory format name", for example:
{{object.name}}
4. Click on the "Documents" tab icon and a folder hierarchy will be
created.
5. You can set here the hierarchy of directories, subdirectories and
files you need, this hierarchy will be used as a base when creating a
new record (res.partner for example).

Usage
=====

1. Go to the form view of an existing partner and click on the "DMS" tab
icon, a hierarchy of folders and files linked to that record will be
created.
2. Create a new partner. A hierarchy of folders and files linked to that
record will be created.

Known issues / Roadmap
======================

- Add drag & drop compatibility to the dms_tree mode
- Multiple selection support (e.g. cut several files and paste to
another folder).

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_field%0Aversion:%2018.0%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
-------

* Creu Blanca

Contributors
------------

- Enric Tobella <etobella@creublanca.es>

- Jaime Arroyo <jaime.arroyo@creublanca.es>

- `Tecnativa <https://www.tecnativa.com>`__:

- Víctor Martínez
- Carlos Roca

- `PyTech <https://www.pytech.it>`__:

- Simone Rubino simone.rubino@pytech.it

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.

.. |maintainer-CarlosRoca13| image:: https://github.com/CarlosRoca13.png?size=40px
:target: https://github.com/CarlosRoca13
:alt: CarlosRoca13

Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:

|maintainer-CarlosRoca13|

This module is part of the `OCA/dms <https://github.com/OCA/dms/tree/18.0/dms_field>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
1 change: 1 addition & 0 deletions dms_field/__init__.py
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@@ -0,0 +1 @@
from . import models
30 changes: 30 additions & 0 deletions dms_field/__manifest__.py
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@@ -0,0 +1,30 @@
# Copyright 2020 Creu Blanca
# License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl).

{
"name": "DMS Field",
"summary": """
Create DMS View and allow to use them inside a record""",
"version": "19.0.1.0.0",
"license": "LGPL-3",
"author": "Creu Blanca,Odoo Community Association (OCA)",
"website": "https://github.com/OCA/dms",
"depends": ["dms"],
"data": [
"views/dms_access_group_views.xml",
"views/dms_directory.xml",
"views/dms_field_template_views.xml",
"views/dms_storage.xml",
"security/ir.model.access.csv",
"security/security.xml",
"data/assets.xml",
],
"assets": {
"web.assets_backend": [
"dms_field/static/src/**/*",
("remove", "dms_field/static/src/views/fields/x2many/x2many_field.xml"),
],
},
"demo": ["demo/partner_dms.xml"],
"maintainers": ["CarlosRoca13"],
}
12 changes: 12 additions & 0 deletions dms_field/data/assets.xml
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<?xml version="1.0" encoding="UTF-8" ?>
<odoo>
<!-- Assets -->
<record id="x2many_field" model="ir.asset">
<field name="name">DMS X2Many Field</field>
<field name="bundle">web.assets_backend</field>
<field
name="path"
>dms_field/static/src/views/fields/x2many/x2many_field.xml</field>
<field name="sequence" eval="99" />
</record>
</odoo>
31 changes: 31 additions & 0 deletions dms_field/demo/partner_dms.xml
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<?xml version="1.0" encoding="UTF-8" ?>
<odoo>
<record id="view_partner_form" model="ir.ui.view">
<field name="name">res.partner.form</field>
<field name="model">res.partner</field>
<field name="inherit_id" ref="base.view_partner_form" />
<field name="arch" type="xml">
<notebook position="inside">
<page name="dms" string="DMS" invisible="not id">
<field name="dms_directory_ids" mode="dms_list" />
</page>
</notebook>
</field>
</record>
<record id="access_group_demo" model="dms.access.group">
<field name="name">Admin (dms_field module)</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="field_template_partner" model="dms.field.template">
<field name="name">Partner</field>
<field name="storage_id" ref="dms.storage_demo" />
<field name="model_id" ref="base.model_res_partner" />
<field name="group_ids" eval="[(6, 0, [ref('dms_field.access_group_demo')])]" />
</record>
</odoo>
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