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[MIG] dms: Migration to 18.0
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dms/README.rst

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@@ -17,13 +17,13 @@ Document Management System
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:target: http://www.gnu.org/licenses/lgpl-3.0-standalone.html
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:alt: License: LGPL-3
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.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fdms-lightgray.png?logo=github
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:target: https://github.com/OCA/dms/tree/17.0/dms
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:target: https://github.com/OCA/dms/tree/18.0/dms
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:alt: OCA/dms
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.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
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:target: https://translation.odoo-community.org/projects/dms-17-0/dms-17-0-dms
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:target: https://translation.odoo-community.org/projects/dms-18-0/dms-18-0-dms
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:alt: Translate me on Weblate
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.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
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:target: https://runboat.odoo-community.org/builds?repo=OCA/dms&target_branch=17.0
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:target: https://runboat.odoo-community.org/builds?repo=OCA/dms&target_branch=18.0
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:alt: Try me on Runboat
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|badge1| |badge2| |badge3| |badge4| |badge5|
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2. Create a new document storage. You can choose between three options
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on ``Save Type``:
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- ``Database``: Store the files on the database as a field
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- ``Attachment``: Store the files as attachments
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- ``File``: Store the files on the file system
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- ``Database``: Store the files on the database as a field
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- ``Attachment``: Store the files as attachments
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- ``File``: Store the files on the file system
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2. Create an access group
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-------------------------
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1. Next, create an administrative access group. Go to *Configuration ->
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Access Groups*.
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- Create a new group, name it appropriately, and turn on all three
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permissions (Create, Write and Unlink. Read is implied and always
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enabled).
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- Add any other top-level administrative users to the group if needed
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(your user should already be there).
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- You can create other groups in here later for fine-grained access
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control.
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- Create a new group, name it appropriately, and turn on all three
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permissions (Create, Write and Unlink. Read is implied and always
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enabled).
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- Add any other top-level administrative users to the group if
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needed (your user should already be there).
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- You can create other groups in here later for fine-grained access
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control.
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3. Create a directory
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---------------------
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2. Create a new directory, mark it as root and select the previously
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created setting.
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- Select the *Groups* tab and add your administrative group created
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above. If your directory was already created before the group, you
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can also add it in the access groups (*Configuration -> Access
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Groups*).
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- Select the *Groups* tab and add your administrative group created
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above. If your directory was already created before the group, you
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can also add it in the access groups (*Configuration -> Access
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Groups*).
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3. In the directory settings, you can also add other access groups
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(created above) that will be able to:
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- read
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- create
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- write
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- delete
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- read
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- create
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- write
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- delete
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Migration
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=========
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Known issues / Roadmap
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======================
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- Files preview in portal
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- Allow to download folder in portal and create zip file with all
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content
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- Save in cache own_root directories and update in every
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create/write/unlink function
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- Add a migration procedure for converting an storage to attachment one
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for populating existing records with attachments as folders
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- Add a link from attachment view in chatter to linked documents
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- If Inherit permissions from related record (the
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inherit_access_from_parent_record field from storage) is changed when
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directories already exist, inconsistencies may occur because groups
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defined in the directories and subdirectories will still exist, all
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groups in these directories should be removed before changing.
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- Since portal users can read ``dms.storage`` records, if your module
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extends this model to another storage backend that needs using
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secrets, remember to forbid access to the secrets fields by other
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means. It would be nice to be able to remove that rule at some point.
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- Searchpanel in files: Highlight items (shading) without records when
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filtering something (by name for example).
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- Accessing the clipboard (for example copy share link of
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file/directory) is limited to secure connections. It also happens in
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any part of Odoo.
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- Files preview in portal
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- Allow to download folder in portal and create zip file with all
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content
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- Save in cache own_root directories and update in every
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create/write/unlink function
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- Add a migration procedure for converting an storage to attachment one
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for populating existing records with attachments as folders
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- Add a link from attachment view in chatter to linked documents
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- If Inherit permissions from related record (the
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inherit_access_from_parent_record field from storage) is changed when
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directories already exist, inconsistencies may occur because groups
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defined in the directories and subdirectories will still exist, all
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groups in these directories should be removed before changing.
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- Since portal users can read ``dms.storage`` records, if your module
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extends this model to another storage backend that needs using
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secrets, remember to forbid access to the secrets fields by other
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means. It would be nice to be able to remove that rule at some point.
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- Searchpanel in files: Highlight items (shading) without records when
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filtering something (by name for example).
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- Accessing the clipboard (for example copy share link of
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file/directory) is limited to secure connections. It also happens in
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any part of Odoo.
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Bug Tracker
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===========
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/dms/issues>`_.
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In case of trouble, please check there if your issue has already been reported.
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If you spotted it first, help us to smash it by providing a detailed and welcomed
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`feedback <https://github.com/OCA/dms/issues/new?body=module:%20dms%0Aversion:%2017.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
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`feedback <https://github.com/OCA/dms/issues/new?body=module:%20dms%0Aversion:%2018.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
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Do not contact contributors directly about support or help with technical issues.
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Contributors
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------------
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- Mathias Markl <mathias.markl@mukit.at>
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- Enric Tobella <etobella@creublanca.es>
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- Antoni Romera
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- Gelu Boros <gelu.boros@rgbconsulting.com>
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- `Tecnativa <https://www.tecnativa.com>`__:
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- Mathias Markl <mathias.markl@mukit.at>
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- Enric Tobella <etobella@creublanca.es>
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- Antoni Romera
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- Gelu Boros <gelu.boros@rgbconsulting.com>
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- `Tecnativa <https://www.tecnativa.com>`__:
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- Víctor Martínez
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- Pedro M. Baeza
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- Jairo Llopis
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- Víctor Martínez
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- Pedro M. Baeza
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- Jairo Llopis
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- `Elego <https://www.elegosoft.com>`__:
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- `Elego <https://www.elegosoft.com>`__:
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- Yu Weng <yweng@elegosoft.com>
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- Philip Witte <phillip.witte@elegosoft.com>
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- Khanh Bui <khanh.bui@mail.elegosoft.com>
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- Yu Weng <yweng@elegosoft.com>
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- Philip Witte <phillip.witte@elegosoft.com>
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- Khanh Bui <khanh.bui@mail.elegosoft.com>
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- `Subteno <https://www.subteno.com>`__:
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- `Subteno <https://www.subteno.com>`__:
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- Timothée Vannier <tva@subteno.com>
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- Timothée Vannier <tva@subteno.com>
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- `Kencove <https://www.kencove.com>`__:
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- Mohamed Alkobrosli <malkobrosly@kencove.com>
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Other credits
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-------------
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Some pictures are based on or inspired by:
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- `Roundicons <https://www.flaticon.com/authors/roundicons>`__
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- `Smashicons <https://www.flaticon.com/authors/smashicons>`__
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- `EmojiOne <https://github.com/EmojiTwo/emojitwo>`__ : Portal DMS icon
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- `GitHub Octicons <https://github.com/primer/octicons/>`__ : The main
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DMS icon
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- `Roundicons <https://www.flaticon.com/authors/roundicons>`__
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- `Smashicons <https://www.flaticon.com/authors/smashicons>`__
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- `EmojiOne <https://github.com/EmojiTwo/emojitwo>`__ : Portal DMS icon
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- `GitHub Octicons <https://github.com/primer/octicons/>`__ : The main
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DMS icon
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Maintainers
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-----------
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mission is to support the collaborative development of Odoo features and
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promote its widespread use.
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This module is part of the `OCA/dms <https://github.com/OCA/dms/tree/17.0/dms>`_ project on GitHub.
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This module is part of the `OCA/dms <https://github.com/OCA/dms/tree/18.0/dms>`_ project on GitHub.
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

dms/__manifest__.py

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{
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"name": "Document Management System",
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"summary": """Document Management System for Odoo""",
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"version": "17.0.1.2.1",
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"version": "18.0.1.0.0",
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"category": "Document Management",
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"license": "LGPL-3",
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"website": "https://github.com/OCA/dms",

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