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add account dms field
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fix author and correct Readme
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agent-z28 committed Oct 16, 2024
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101 changes: 101 additions & 0 deletions account_dms_field/README.rst
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=========================
Add dms field for account
=========================

..
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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
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:alt: Beta
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Add the Documents tab with the files in the account move form view.

**Table of contents**

.. contents::
:local:

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

#. *Go to Documents > Configuration > File templates* and create a new record.
#. Set a storage, a model (account.move) 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).

Usage
=====

#. Go to the form view of an existing account move and click on the "Documents" tab icon, a hierarchy of
folders and files linked to that record will be created.
#. Create a new account.move. A hierarchy of folders and files linked to that record will be created.


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:%20account_dms_field%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
~~~~~~~

* Agenterp

Contributors
~~~~~~~~~~~~

* `Agenterp <https://www.agenterp.com/>`_:

* Georg Notter

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

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

|maintainer-victoralmau|

This module is part of the `OCA/dms <https://github.com/OCA/dms/tree/16.0/account_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 account_dms_field/__init__.py
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from . import models
12 changes: 12 additions & 0 deletions account_dms_field/__manifest__.py
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{
"name": "Add dms field for account",
"version": "16.0.1.0.0",
"category": "Accounting/Accounting",
"website": "https://github.com/OCA/dms",
"author": "Agent ERP GmbH, Odoo Community Association (OCA)",
"depends": ["account", "dms_field"],
"data": ["views/account_move_view.xml"],
"demo": ["demo/account_dms_data.xml"],
"installable": True,
"license": "LGPL-3",
}
18 changes: 18 additions & 0 deletions account_dms_field/demo/account_dms_data.xml
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<?xml version="1.0" encoding="utf-8" ?>
<odoo>
<record id="read_access_account_move_group" model="dms.access.group">
<field name="name">Everyone for Account DMS</field>
<field name="group_ids" eval="[(4, ref('account.group_account_invoice'))]" />
<field name="perm_create" eval="True" />
<field name="perm_write" eval="True" />
<field name="perm_unlink" eval="True" />
</record>

<record id="field_template_account" model="dms.field.template">
<field name="name">Account</field>
<field name="storage_id" ref="dms.storage_demo" />
<field name="model_id" ref="account.model_account_move" />
<field name="user_field_id" ref="account.field_account_move__user_id" />
<field name="group_ids" eval="[(4, ref('read_access_account_move_group'))]" />
</record>
</odoo>
2 changes: 2 additions & 0 deletions account_dms_field/models/__init__.py
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from . import account_move
from . import dms_field_template
6 changes: 6 additions & 0 deletions account_dms_field/models/account_move.py
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from odoo import models


class AccountMove(models.Model):
_name = "account.move"
_inherit = ["account.move", "dms.field.mixin"]
12 changes: 12 additions & 0 deletions account_dms_field/models/dms_field_template.py
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from odoo import models


class DmsFieldTemplate(models.Model):
_inherit = "dms.field.template"

def _prepare_directory_vals(self, directory, record):
vals = super()._prepare_directory_vals(directory, record)
if "/" not in vals["name"]:
return vals
vals["name"] = vals["name"].replace("/", "-")
return vals
1 change: 1 addition & 0 deletions account_dms_field/tests/__init__.py
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from . import test_account_dms_field
52 changes: 52 additions & 0 deletions account_dms_field/tests/test_account_dms_field.py
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from odoo.addons.base.tests.common import TransactionCase


class TestAccountDmsField(TransactionCase):
def setUp(self):
super(TestAccountDmsField, self).setUp()
self.template = self.env.ref("account_dms_field.field_template_account")
self.storage = self.template.storage_id
self.access_group = self.template.group_ids
self.account_model = self.env["account.move"]
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,
}
)

def test_01_account_document_directory(self):
account_move = self.account_model.create(
{
"partner_id": self.partner.id,
}
)
account_move.invalidate_model()
directory = account_move.dms_directory_ids
# Assert that only one directory is created for the account move.
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,
"Account move 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,
"Account move directory groups are different from the template groups.",
)
# Map the names of child directories related to the account move 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 account move "
"directory.",
)
19 changes: 19 additions & 0 deletions account_dms_field/views/account_move_view.xml
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<?xml version="1.0" encoding="UTF-8" ?>
<odoo>
<record id="view_move_form_inherit_account_dms_field" model="ir.ui.view">
<field name="name">view.move.form.inherit.account.dms.field</field>
<field name="model">account.move</field>
<field name="inherit_id" ref="account.view_move_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>
1 change: 1 addition & 0 deletions setup/account_dms_field/odoo/addons/account_dms_field
6 changes: 6 additions & 0 deletions setup/account_dms_field/setup.py
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import setuptools

setuptools.setup(
setup_requires=['setuptools-odoo'],
odoo_addon=True,
)

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