dms_field

Purpose

This module embeds document management folders into record forms by providing a configurable DMS field view driven by templates.

Features

dms.field.mixin: Automatically provisions DMS directory hierarchies for records from templates, refreshes generated access groups on owner changes, and removes them when records are deleted.
dms.field.template: Lets administrators define reusable directory structures, storage targets, and autogenerated access group rules that apply to tracked models.
dms.access.group: Adds record references to access groups so autogenerated groups remain unique per record and carry the related company context.
dms.directory: Enforces that non-attachment storages link root directories to records and provides helpers to retrieve top-level nodes for the embedded tree.
dms.storage: Builds the document tree payload consumed by the embedded view and checks that root directories stay consistent with declared models.
ir.ui.view: Introduces the dms_list view type that renders an embedded document tree while honoring field access permissions.
ir.actions.act_window.view: Registers the dms_list view mode on window actions so the embedded document tree can be launched.
res.partner: Extends partners with the DMS field mixin so each partner automatically gains its managed document directory.