Documents
Filer och mappar
Vad den är till för
A register of business documents with folder, kind, owner, expiry and confidentiality. It stores references to documents, not the file contents.
Vad paketet gör och inte gör
A register of business documents: folders, document records with kind, owner, expiry and confidentiality, and a draft, published and archived flow. It stores references and, when you upload one, the file itself. Confidentiality is enforced: confidential and restricted documents are visible only to their owner and to documents.manager; public and internal ones to everyone who may read documents.
Modulinformation
- Version:
0.3.0 - Utgivare: SpaceCorps
- Licens: AGPL-3.0-or-later
- Kräver kärna:
^0.2(aktuell kärna är 0.2.0) - Mognad: Beta
- Kategorier: Produktivitet
Modeller
documents_folder
A folder that groups documents
Läsgrupp: documents.user. Skrivgrupp: documents.manager.
| Fält | Typ | Dataklass | Personuppgift | Grupp | Agenter ser | Beskrivning |
|---|---|---|---|---|---|---|
name | text | none | nej | documents.user | i klartext | Folder name |
parent_id | ref → documents_folder | none | nej | documents.user | i klartext | The folder this one sits in |
description | longtext | none | nej | documents.user | i klartext | What belongs in the folder |
documents_document
A contract, policy, certificate or other document on record
Läsgrupp: documents.user. Skrivgrupp: documents.user.
| Fält | Typ | Dataklass | Personuppgift | Grupp | Agenter ser | Beskrivning |
|---|---|---|---|---|---|---|
title | text | none | nej | documents.user | i klartext | Document title |
folder_id | ref → documents_folder | none | nej | documents.user | i klartext | The folder the document is filed in |
kind | select (contract, invoice, policy, report, certificate, other) | none | nej | documents.user | i klartext | Type of document: contract, invoice, policy, report, certificate, other |
confidentiality | select (public, internal, confidential, restricted) | none | nej | documents.user | i klartext | Who may see it: public and internal documents everyone who may read documents, confidential and restricted ones only the owner and documents.manager |
open_to_all | bool | none | nej | documents.user | i klartext | Whether everyone who may read documents can see this one: true for public and internal documents |
owner | text | internal | ja | documents.user | maskerad | User name of the person responsible for the document; the person who creates it unless set otherwise. Owners see their confidential documents |
reference | text | none | nej | documents.user | i klartext | Reference number, for example a contract number |
location | text | none | nej | documents.user | i klartext | Where the file is stored, such as a link or archive box |
attachment | file | internal | nej | documents.user | i klartext | The document file itself (PDF, image, text, spreadsheet or office document, up to 25 MiB); served only as a download to people who may read the record |
expires_on | date | none | nej | documents.user | i klartext | Date after which the document is no longer valid (YYYY-MM-DD) |
summary | longtext | none | nej | documents.user | i klartext | What the document says, in a few lines |
state | select (draft, published, archived) | none | nej | documents.user | i klartext | Document status: draft, published, archived |
Arbetsflöden
documents_document
| Åtgärd | Flyttar | Vem får köra den | Godkännande |
|---|---|---|---|
documents_document.publish | state: draft → published | documents.user | nej |
documents_document.archive | state: published → archived | documents.manager | nej |
Behörighetsgrupper
Grupper som den här appen använder:
documents.managerdocuments.user
Steg som kräver godkännande
Inget steg i den här appen kräver godkännande, förutom att ta bort poster.
Vad agenter kan och inte kan göra
En agent kan läsa, söka, skapa och uppdatera poster i den här appen, och köra de åtgärder som inte kräver godkännande, inom behörighetsgrupperna för sin token.
Den kan bara föreslå de här stegen, och en person måste godkänna dem: documents_folder.delete, documents_document.delete.
Personuppgifter maskeras som platshållare: documents_document.owner.
Beroenden
Inga.
Installera
Installera den från appen Customize (Marknadsplats), eller från kommandoraden:
obop modules install-from documentsKräver en databas och administratörsbehörighet.