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[17.0][MIG] DMS : Migration to 17.0 #323

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1a2bf46
Version 1.0.0
May 4, 2017
4d0ad22
9.0 > 10.0
May 13, 2017
60c8ef2
added markdown preview using showdown js library
sherpya Jul 24, 2017
ac24098
update
Oct 4, 2017
1ee73eb
Add Ukrainian translation to mik_dms and muk_dms_access
Jun 25, 2018
f50b1a9
Documents 2.0
keshrath Jul 10, 2018
9418458
publish muk_dms - 11.0
keshrath Jul 30, 2018
d50f942
v12
keshrath Sep 12, 2018
e076f78
[IMP] : black, isort, prettier
etobella May 18, 2020
82e0271
[MIG] dms: from muk_dms to dms
etobella May 18, 2020
952b20e
[MIG] Dms tag
May 18, 2020
48505bb
[MIG] dms: File
May 18, 2020
9fc927d
[MIG][13.0] dms: Finish migration
etobella May 18, 2020
1fca575
[IMP] Minor mig fixes
May 19, 2020
d7160a0
[MIG] dms: fix tests
etobella May 19, 2020
9a69956
[IMP] Add security groups
May 19, 2020
1d4486f
[ADD] dms: add funcionality of muk_dms_file
May 19, 2020
be94fb5
[MIG] dms: File functionality
etobella May 19, 2020
aa06706
[IMP] dms: Allow to drag and drop
etobella May 19, 2020
578614d
[FIX] Various fixes
May 19, 2020
46ef536
[IMP] dms: Add mail
etobella May 19, 2020
101fc75
[FIX] dms: remove unused code and fixing: webpanel, migration, thumbn…
etobella May 19, 2020
c9496c8
[IMP] dms: add migration script for muk_dms
etobella Jul 6, 2020
c4e8a65
[13.0][MIG] dms: make migrations scripts compatible with older
LoisRForgeFlow Jul 9, 2020
52f03a7
[FIX] dms: Download file with its proper name
etobella Aug 12, 2020
62b9802
[FIX] dms: missing banner images & Load fields on the usual way
etobella Aug 14, 2020
1fd6fa6
[FIX] dms: Fix preview widget
etobella Aug 27, 2020
a7fb62a
[FIX] dms: fix wrong test
Sep 28, 2020
78f8239
[IMP] dms: Portal
victoralmau Oct 5, 2020
9caa87e
[FIX] dms: /my/dms change to user and separate some urls in some func…
victoralmau Oct 19, 2020
37f0e42
[FIX] : Fix mimetype error in some files (.xlsx for example)
victoralmau Nov 3, 2020
d890a46
[ADD] DMS integration with attachment
luismalta Aug 14, 2020
cf04457
[IMP] dms: Attachment integration
victoralmau Nov 6, 2020
7eb5565
Added translation using Weblate (Hebrew)
ygol Nov 10, 2020
e6e5ee9
Added translation using Weblate (Dutch)
bosd Dec 13, 2020
1dd63f0
[FIX] dms: Remove request website user try
victoralmau Jan 18, 2021
3e2a03e
[FIX] dms: Fix error when web_drop_target addon used to create new fi…
victoralmau Feb 1, 2021
1e6536a
[FIX] dms: Adapt to 13.0
victoralmau Feb 2, 2021
70f577a
[IMP] dms: Integrate with mail_preview_base
etobella Sep 28, 2020
6a0b193
[FIX] dms: Kanban view
victoralmau Feb 8, 2021
7b712c7
[FIX] dms: Remove category creation in kanban tag view to prevent error
victoralmau Feb 11, 2021
7880555
[FIX] dms: Use sudo() in attachment operacion (search dms directories…
victoralmau Feb 17, 2021
d32d4ca
[REF+FIX] dms: Refactor code to create abstract.dms.mixin to contain …
victoralmau Feb 17, 2021
d457b54
[FIX] dms: Prevent error when archive records and later process try t…
victoralmau Feb 18, 2021
f4c986e
[FIX] dms: Add domain operator
Shide Apr 22, 2021
c549a6b
[12.0] [FIX] dms: Check `default_directory_id` context key
Shide Apr 26, 2021
491e716
[FIX] dms: Prevent parent_id error in directories in some UI cases [F…
victoralmau Mar 30, 2021
74eafd7
[IMP] dms: Inherit permissions from related records
victoralmau Apr 5, 2021
17386d0
[IMP] dms: black, isort, prettier
victoralmau Apr 8, 2021
7b363e4
[MIG] dms: Migration to 14.0
victoralmau Apr 27, 2021
85823b1
[FIX] dms: Remove action column in portal (only used in files) and co…
victoralmau May 25, 2021
71a77f2
[FIX] dms: Fix error in portal with access_token
victoralmau May 26, 2021
77f0ee1
[FIX] dms: Improve tests to prevent error if installed other addons a…
victoralmau May 31, 2021
99c711c
[FIX] dms: Apply _apply_access_groups correctly (specially according …
victoralmau May 27, 2021
f8c1639
[FIX] improve some queries
Jun 10, 2021
d21bb20
[FIX] dms: cascade removal of related files/directories
Jun 8, 2021
d169e39
[FIX] dms: do not fail for missing models on upgrade
Jun 1, 2021
bad48f3
[FIX] dms: image thumbnails performance
May 28, 2021
d8a94b3
[FIX] dms: Fix multi-company rules + migration scripts
victoralmau Jul 8, 2021
de33159
[REF] dms: modify permissions computation
Jul 8, 2021
b46ccc5
[FIX] dms: respect computed security rules in all contexts
Jul 8, 2021
afcebdf
[FIX] dms: Prevent error (apply sudo()) when recursive directories re…
victoralmau Jul 8, 2021
4aecc86
[FIX] dms: Fix tests for environments that add other groups to base u…
joao-p-marques Jul 9, 2021
758398e
[REF] dms: Adapt to 14.0
victoralmau Jul 9, 2021
8f94468
[IMP] dms: automatic image thumbnails
Jul 28, 2021
560da8c
Explicit Access Group instructions
majenkotech Sep 13, 2021
6183ce6
[FIX] dms: Add python-magic library to readme
victoralmau Sep 3, 2021
267eed4
[FIX] dms: Drag & Drop
Tardo Oct 20, 2021
639a066
[IMP] dms: Set the drop target to the kanban view, excluding the sear…
etobella Oct 29, 2021
7d27cea
[FIX] dms: Pending attribute mimetype
etobella Oct 29, 2021
f5d6321
[FIX] dms: Show the total of files (of all subdirectories) in the for…
victoralmau Nov 5, 2021
2b3b757
[FIX] dms: Define the file extension correctly (even if there is no e…
victoralmau Nov 5, 2021
f93d516
[FIX] dms: Prevent CacheMis error from count_total_files in some NewI…
victoralmau Jan 24, 2022
c047f98
[FIX] dms: Change size field type from integer to float to prevent 21…
victoralmau Jan 24, 2022
2fc5682
[FIX] dms: Replace the content field with size in the form view of th…
victoralmau Feb 7, 2022
3d22e1a
[FIX] dms: The internal user group is added as an inheritance to the …
victoralmau Mar 1, 2022
5284441
[MIG] dms: Migration to 15.0
JasminSForgeFlow Feb 11, 2022
ffd74f9
[MIG] dms: Finish migration
etobella May 17, 2022
4565e67
[FIX] dms: Add Archived ribbon in form views and remove active field …
victoralmau May 17, 2022
e147a06
[FIX] dms: do_warn method no longer available in v15
gdrius Jul 15, 2022
a834155
Translated using Weblate (German)
marylla Jul 18, 2022
33ccd27
[IMP+FIX] dms: Searchpanel changes:
victoralmau Sep 1, 2022
16648b3
[IMP] dms: Use _prepare_home_portal_values() function.
victoralmau Sep 6, 2022
4dbd817
[IMP] dms: Refactor tests.
victoralmau Sep 5, 2022
f9e368b
[IMP] dms: Changes in file tree view: - Set multi_edit - Add tag_ids …
victoralmau Jul 13, 2021
7ed7294
[FIX] dms: Compute mimetype in dms_file correctly to allow preview
victoralmau Jul 13, 2021
88df5b4
[IMP] dms: automatic image thumbnails
victoralmau Nov 8, 2021
c5538f5
[IMP] dms: Show in directory kaban view only root directories (Change…
victoralmau Jul 14, 2021
3a42815
[FIX] dms: Show directory short name in searchpanel.
victoralmau Sep 7, 2022
c630378
[FIX] dms: Searchpanel from directories
victoralmau Sep 8, 2022
79b142f
[FIX] dms: Add operator parameter required (forgotten at https://gith…
victoralmau Sep 12, 2022
9b8cfa3
[FIX] dms: skip attachment creation when storage type is different fr…
marcelsavegnago Sep 16, 2022
a81b635
[FIX] dms: Remove migrations folder from 14.0
victoralmau Nov 22, 2022
64c074e
[FIX] dms: Remove parent_id defined if you do not have access to it (…
victoralmau Feb 10, 2023
b3c6220
[FIX] dms: Limit breadcrumb from portal to directories you have acces…
victoralmau Feb 9, 2023
ec4812e
[FIX] dms: Get the "parent" directories (those of the top level to wh…
victoralmau Feb 7, 2023
8d22cc0
[FIX] dms: Use the correct domain with inherit_access_from_parent_rec…
victoralmau Jan 25, 2023
8fb6d91
[IMP] dms: Add action_dms_file_wizard_selector action.
victoralmau Feb 10, 2023
85b9891
[FIX] dms: dms.file thumbnail generation checks for supported mimetypes
aleuffre Apr 3, 2023
1362d3c
[IMP] dms: more restrictive access rights for access groups
aleuffre Aug 31, 2022
581f1bc
[IMP] dms: Increase the speed of tests
victoralmau Jul 18, 2023
908d699
[FIX] dms: Explicitly exclude the pdf type in the image_1920 field of…
victoralmau Jun 15, 2023
4858a93
Translated using Weblate (Spanish)
Ivorra78 Jul 20, 2023
a6d710a
[MIG] dms: Migration from 15.0 to 16.0
Sep 18, 2023
b799045
Added translation using Weblate (Portuguese (Brazil))
adrianojprado Nov 3, 2023
6e6918f
Translated using Weblate (Portuguese (Brazil))
adrianojprado Nov 4, 2023
81ae136
Translated using Weblate (Portuguese (Brazil))
adrianojprado Nov 5, 2023
2629d62
[16.0][IMP]dms: adjust contributors and sponsor
Nov 6, 2023
a6525c6
Translated using Weblate (Portuguese (Brazil))
adrianojprado Nov 7, 2023
84a89bf
Translated using Weblate (Portuguese (Brazil))
adrianojprado Nov 8, 2023
9e4e370
Translated using Weblate (Italian)
mymage Nov 12, 2023
51153c8
Translated using Weblate (Spanish)
Ivorra78 Nov 15, 2023
adda607
[FIX] dms: remove padding only for directory kanban records
lijoantony Nov 16, 2023
81f673b
Translated using Weblate (Italian)
mymage Nov 17, 2023
3c8b316
Translated using Weblate (Italian)
mymage Dec 1, 2023
935728b
[IMP] dms: Show all directories in searchpanel from files
victoralmau Dec 13, 2023
26f8368
[FIX] dms: Correctly filter records when selecting a searchpanel item…
victoralmau Jan 5, 2024
78db7df
Translated using Weblate (Portuguese (Brazil))
adrianojprado Jan 5, 2024
674e630
[IMP]dms: check for same storage
PicchiSeba Sep 1, 2023
2993ab2
Translated using Weblate (Spanish)
Ivorra78 Jan 9, 2024
00e0a33
Translated using Weblate (Italian)
mymage Jan 11, 2024
81e9e02
[FIX] dms: Improve search by model
etobella Oct 25, 2023
9f72e91
[FIX] dms: Avoid error when set files from directory form view
adasatorres Feb 7, 2024
18fd683
[FIX] dms: Set the correct directory_id value according to the domain…
victoralmau Feb 9, 2024
c6a1a6b
[FIX] dms: Fix smartbuttons from files and directories
victoralmau Feb 7, 2024
fd6b8df
[IMP] dms: Improve tests
victoralmau Feb 16, 2024
90df3d1
Translated using Weblate (Italian)
mymage Feb 16, 2024
c274a54
[IMP] dms: Add ACLs to dms.storage for users with the basic permission
victoralmau Jan 18, 2024
50b3609
[IMP] dms: Add human_size field to directories and files
victoralmau Jan 29, 2024
b676766
[FIX] dms: Improve the unlink method in base to avoid errors
victoralmau Jan 25, 2024
f5bcf22
Added translation using Weblate (Portuguese)
peterromao Feb 29, 2024
5098a60
[FIX] dms: Change display_name from directory kanban buttons (Directo…
victoralmau Mar 26, 2024
00d8c74
[IMP] dms: Add default_order to file and directory tree to prevent co…
victoralmau Mar 27, 2024
c8eab55
[IMP] dms: Add number items (directories and files) to directory kanb…
victoralmau Apr 15, 2024
14b7abe
[IMP] dms: Add move (change directory) action from files
victoralmau Mar 5, 2024
ba4eb31
[16.0][FIX]dms: error when clicked the file smart button on directory…
adasatorres May 14, 2024
79f1bbf
[IMP] dms: Remove string=Size from the human_size field to avoid the …
tva-subteno-it May 22, 2024
c788944
[FIX] dms: Remove incorrect character in maximum upload size error me…
tva-subteno-it May 30, 2024
fd98341
[IMP] dms: Capture correct error to be shown at notification
tva-subteno-it Jun 6, 2024
28b104c
[FIX] dms: Allow share (directories and files) without 'Contact creat…
victoralmau Jun 18, 2024
0ffaf96
[MIG] DMS: Migration to 17.0
tva-subteno-it May 30, 2024
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242 changes: 242 additions & 0 deletions dms/README.rst
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==========================
Document Management System
==========================

..
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! source digest: sha256:d08fb86d7cebb5adbab4a7658e46e630a25d68106405b186db4ca0b011e7cb2d
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

.. |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/17.0/dms
:alt: OCA/dms
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
:target: https://translation.odoo-community.org/projects/dms-17-0/dms-17-0-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=17.0
: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
-------

``python-magic`` library is recommended to be installed for having whole
support to get proper file types and file preview.

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

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

To configure this module, you need to:

1. Create a storage
-------------------

1. Go to *Documents -> Configuration -> Storages*.

2. Create a new document storage. You can choose between three options
on ``Save Type``:

- ``Database``: Store the files on the database as a field
- ``Attachment``: Store the files as attachments
- ``File``: Store the files on the file system

2. Create an access group
-------------------------

1. 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.

3. Create a directory
---------------------

1. Afterward, go to *Documents -> Directories*.

2. 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. If your directory was already created before the group, you
can also add it in the access groups (*Configuration -> Access
Groups*).

3. In the directory settings, 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. To achieve it, you need to:

1. Go to *Documents -> Configuration -> Storage* and select the storage
you want to modify
2. Modify the save type
3. Press the button Migrate files if you want to migrate all the files
at once
4. Press the button Manual File Migration to specify files one by one

You can check all the files that still need 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).

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:%2017.0%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 <[email protected]>
- Enric Tobella <[email protected]>
- Antoni Romera
- Gelu Boros <[email protected]>
- `Tecnativa <https://www.tecnativa.com>`__:

- Víctor Martínez
- Pedro M. Baeza
- Jairo Llopis

- `Elego <https://www.elegosoft.com>`__:

- Yu Weng <[email protected]>
- Philip Witte <[email protected]>
- Khanh Bui <[email protected]>

- `Subteno <https://www.subteno.com>`__:

- Timothée Vannier <[email protected]>

Other credits
-------------

Some pictures are based on or inspired by:

- `Roundicons <https://www.flaticon.com/authors/roundicons>`__
- `Smashicons <https://www.flaticon.com/authors/smashicons>`__
- `EmojiOne <https://github.com/EmojiTwo/emojitwo>`__ : Portal DMS icon
- `GitHub Octicons <https://github.com/primer/octicons/>`__ : The main
DMS icon

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/17.0/dms>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
3 changes: 3 additions & 0 deletions dms/__init__.py
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@@ -0,0 +1,3 @@
from . import controllers
from . import models
from . import wizards
78 changes: 78 additions & 0 deletions dms/__manifest__.py
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# Copyright 2017-2019 MuK IT GmbH
# Copyright 2024 Subteno - Timothée Vannier (https://www.subteno.com).
# License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl).

{
"name": "Document Management System",
"summary": """Document Management System for Odoo""",
"version": "17.0.1.0.0",
"category": "Document Management",
"license": "LGPL-3",
"website": "https://github.com/OCA/dms",
"author": "MuK IT, Tecnativa, Odoo Community Association (OCA)",
"depends": [
"mail",
"http_routing",
"onboarding",
"portal",
"base",
"web",
],
"data": [
# Security
"security/security.xml",
"security/ir.model.access.csv",
# Actions
"actions/file.xml",
# Templates
"template/portal.xml",
# Data
"data/onboarding_data.xml",
# Views
"views/dms_tag.xml",
"views/dms_category.xml",
"views/dms_file.xml",
"views/dms_directory.xml",
"views/storage.xml",
"views/dms_access_groups_views.xml",
"views/res_config_settings.xml",
"views/menu.xml",
# Wizard
"wizards/wizard_dms_file_move_views.xml",
"wizards/wizard_dms_share_views.xml",
],
"assets": {
"web.assets_backend": [
# Style
"dms/static/src/scss/directory_kanban.scss",
"dms/static/src/scss/file_kanban.scss",
"dms/static/src/scss/dms_common.scss",
# JS
"dms/static/src/models/*.js",
"dms/static/src/js/fields/path_json/path_owl.esm.js",
"dms/static/src/js/fields/preview_binary/preview_record.esm.js",
"dms/static/src/js/views/*.esm.js",
# XML
"dms/static/src/js/fields/path_json/path_owl.xml",
"dms/static/src/js/fields/preview_binary/preview_record.xml",
"dms/static/src/js/views/*.xml",
],
"web.assets_frontend": [
"dms/static/src/scss/portal.scss",
],
"web.assets_tests": [
"dms/static/tests/tours/**/*",
],
},
"demo": [
"demo/res_users.xml",
"demo/access_group.xml",
"demo/category.xml",
"demo/tag.xml",
"demo/storage.xml",
"demo/directory.xml",
"demo/file.xml",
],
"icon": "/dms/static/description/icon.png",
"application": True,
}
14 changes: 14 additions & 0 deletions dms/actions/file.xml
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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>
2 changes: 2 additions & 0 deletions dms/controllers/__init__.py
Original file line number Diff line number Diff line change
@@ -0,0 +1,2 @@
from . import main
from . import portal
15 changes: 15 additions & 0 deletions dms/controllers/main.py
Original file line number Diff line number Diff line change
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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("/config/dms.forbidden_extensions", type="json", auth="user")
def forbidden_extensions(self, **_kwargs):
params = request.env["ir.config_parameter"].sudo()
return {

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"forbidden_extensions": params.get_param(
"dms.forbidden_extensions", default=""
)
}
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