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======================= | ||
Add dms field for sales | ||
======================= | ||
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.. | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! This file is generated by oca-gen-addon-readme !! | ||
!! changes will be overwritten. !! | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! source digest: sha256:b7f18580a215d7c509b59f1e27607ad97ff06df4cc445bd45e838ead8c9e5164 | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
.. |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-AGPL--3-blue.png | ||
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html | ||
:alt: License: AGPL-3 | ||
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fdms-lightgray.png?logo=github | ||
:target: https://github.com/OCA/dms/tree/16.0/hr_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-16-0/dms-16-0-hr_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=16.0 | ||
:alt: Try me on Runboat | ||
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|badge1| |badge2| |badge3| |badge4| |badge5| | ||
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Add the Documents tab with the files in the sales's form view. | ||
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**Table of contents** | ||
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.. contents:: | ||
:local: | ||
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Configuration | ||
============= | ||
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#. *Go to Documents > Configuration > File templates* and create a new record. | ||
#. Set a storage, a model (sales) and the access groups you want. | ||
#. Click on the "Documents" tab icon and a folder hierarchy will be created. | ||
#. 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). | ||
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Usage | ||
===== | ||
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#. Go to the form view of an existing sales and click on the "Documents" tab icon, a hierarchy of | ||
folders and files linked to that record will be created. | ||
#. Create a new sales. A hierarchy of folders and files linked to that record will be created. | ||
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Bug Tracker | ||
=========== | ||
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/dms/issues>`_. | ||
In case of trouble, please check there if your issue has already been reported. | ||
If you spotted it first, help us to smash it by providing a detailed and welcomed | ||
`feedback <https://github.com/OCA/dms/issues/new?body=module:%20hr_dms_field%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_. | ||
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Do not contact contributors directly about support or help with technical issues. | ||
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Credits | ||
======= | ||
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Authors | ||
~~~~~~~ | ||
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* Tecnativa | ||
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Contributors | ||
~~~~~~~~~~~~ | ||
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* `Tecnativa <https://www.tecnativa.com>`_: | ||
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* Víctor Martínez | ||
* Pedro M. Baeza | ||
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Maintainers | ||
~~~~~~~~~~~ | ||
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This module is maintained by the OCA. | ||
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.. image:: https://odoo-community.org/logo.png | ||
:alt: Odoo Community Association | ||
:target: https://odoo-community.org | ||
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OCA, or the Odoo Community Association, is a nonprofit organization whose | ||
mission is to support the collaborative development of Odoo features and | ||
promote its widespread use. | ||
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.. |maintainer-victoralmau| image:: https://github.com/victoralmau.png?size=40px | ||
:target: https://github.com/victoralmau | ||
:alt: victoralmau | ||
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Current `maintainer <https://odoo-community.org/page/maintainer-role>`__: | ||
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|maintainer-victoralmau| | ||
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This module is part of the `OCA/dms <https://github.com/OCA/dms/tree/16.0/hr_dms_field>`_ project on GitHub. | ||
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. |
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from . import models |
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{ | ||
"name": "Add dms field for sale", | ||
"version": "16.0.1.0.0", | ||
"category": "Sales/Sales", | ||
"website": "https://github.com/OCA/dms", | ||
"author": "Agent ERP GmbH,Odoo Community Association (OCA)", | ||
"depends": ["sale_management", "dms_field"], | ||
"data": ["views/sale_order_view.xml"], | ||
"demo": ["demo/sale_dms_data.xml"], | ||
"installable": True, | ||
"license": "LGPL-3", | ||
} |
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<?xml version="1.0" encoding="utf-8" ?> | ||
<odoo> | ||
<record id="read_access_sale_order_group" model="dms.access.group"> | ||
<field name="name">Everyone for Sale DMS</field> | ||
<field | ||
name="group_ids" | ||
eval="[(4, ref('sales_team.group_sale_salesman_all_leads'))]" | ||
/> | ||
<field name="perm_create" eval="True" /> | ||
<field name="perm_write" eval="True" /> | ||
<field name="perm_unlink" eval="True" /> | ||
</record> | ||
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<record id="field_template_sale" model="dms.field.template"> | ||
<field name="name">Sale</field> | ||
<field name="storage_id" ref="dms.storage_demo" /> | ||
<field name="model_id" ref="sale.model_sale_order" /> | ||
<field name="user_field_id" ref="sale.field_sale_order__user_id" /> | ||
<field name="group_ids" eval="[(4, ref('read_access_sale_order_group'))]" /> | ||
</record> | ||
</odoo> |
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from . import sale_order |
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from odoo import models | ||
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class SaleOrder(models.Model): | ||
_name = "sale.order" | ||
_inherit = ["sale.order", "dms.field.mixin"] |
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from . import test_sale_dms_field |
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from odoo.addons.base.tests.common import TransactionCase | ||
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class TestSaleDmsField(TransactionCase): | ||
def setUp(self): | ||
super(TestSaleDmsField, self).setUp() | ||
self.template = self.env.ref("sale_dms_field.field_template_sale") | ||
self.storage = self.template.storage_id | ||
self.access_group = self.template.group_ids | ||
self.sale_model = self.env["sale.order"] | ||
self.partner = self.env.ref("base.res_partner_12") | ||
self.test_directory = self.env["dms.directory"].create( | ||
{ | ||
"name": "Test Directory", | ||
"parent_id": self.template.dms_directory_ids[0].id, | ||
"storage_id": self.template.storage_id.id, | ||
} | ||
) | ||
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def test_01_sale_document_directory(self): | ||
sale_order = self.sale_model.create( | ||
{ | ||
"partner_id": self.partner.id, | ||
} | ||
) | ||
sale_order.invalidate_model() | ||
directory = sale_order.dms_directory_ids | ||
# Assert that only one directory is created for the sale order. | ||
self.assertEqual(len(directory), 1, "Directory length must be 1.") | ||
# Assert that the storage associated with the directory is the same as the | ||
# template's storage. | ||
self.assertEqual( | ||
directory.storage_id, | ||
self.storage, | ||
"Sale order directory storage is different from the template storage.", | ||
) | ||
# Assert that the custom access group is present in the directory's group | ||
# list. | ||
self.assertIn( | ||
self.access_group, | ||
directory.group_ids, | ||
"Sale order directory groups are different from the template groups.", | ||
) | ||
# Map the names of child directories related to the sale order directory. | ||
child_directory_names = directory.mapped("child_directory_ids.name") | ||
# Assert that a specific child directory, "Test Directory", exists. | ||
self.assertIn( | ||
"Test Directory", | ||
child_directory_names, | ||
"Test Directory is not in the child directory of the sale order directory.", | ||
) |
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<?xml version="1.0" encoding="UTF-8" ?> | ||
<odoo> | ||
<record id="view_order_form_inherit_sale_dms_field" model="ir.ui.view"> | ||
<field name="name">view.order.form.inherit.sale.dms.field</field> | ||
<field name="model">sale.order</field> | ||
<field name="inherit_id" ref="sale.view_order_form" /> | ||
<field name="arch" type="xml"> | ||
<xpath expr="//notebook" position="inside"> | ||
<page | ||
name="documents" | ||
string="Documents" | ||
attrs="{'invisible': [('id', '=', False)]}" | ||
> | ||
<field name="dms_directory_ids" mode="dms_list" /> | ||
</page> | ||
</xpath> | ||
</field> | ||
</record> | ||
</odoo> |
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../../../../sale_dms_field |
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import setuptools | ||
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setuptools.setup( | ||
setup_requires=['setuptools-odoo'], | ||
odoo_addon=True, | ||
) |