Further work on sequences and wizard.

bemade_document_versions/__init__.py

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+from . import models
+from . import wizard
+

bemade_document_versions/__manifest__.py

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+#
+#    Bemade Inc.
+#
+#    Copyright (C) September 2023 Bemade Inc. (<https://www.bemade.org>).
+#    Author: Marc Durepos (Contact : marc@bemade.org)
+#
+#    This program is under the terms of the Odoo Proprietary License v1.0 (OPL-1)
+#    It is forbidden to publish, distribute, sublicense, or sell copies of the Software
+#    or modified copies of the Software.
+#
+#    THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
+#    IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
+#    FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
+#    IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
+#    DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
+#    ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
+#    DEALINGS IN THE SOFTWARE.
+#
+{
+    'name': 'Document Versions',
+    'version': '15.0.1.0.0',
+    'summary': 'Adds document revisions alongside Documents',
+    'category': 'Document Management',
+    'author': 'Bemade Inc.',
+    'website': 'https://www.bemade.org',
+    'license': 'OPL-1',
+    'depends': ['documents', 'mail'],
+    'data': ['security/ir.model.access.csv',
+             'data/document_revision_data.xml',
+             'views/document_views.xml',
+             'wizard/document_revision_wizard.xml',
+             ],
+    'installable': True,
+    'auto_install': False,
+}

bemade_document_versions/data/document_revision_data.xml

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+<?xml version="1.0" encoding="UTF-8" ?>
+<odoo>
+    <data>
+        <record model="ir.sequence" id="document_revision_sequence_default">
+            <field name="name">Default Document Revision Sequence</field>
+            <field name="code">document.revision</field>
+            <field name="implementation">standard</field>
+            <field name="prefix">DOC/</field>
+            <field name="padding">2</field>
+        </record>
+        <record id="document_revision_workflow_rule" model="documents.workflow.rule">
+            <field name="sequence">0</field>
+            <field name="name">Revise</field>
+            <field name="domain_folder_id" ref="documents.documents_internal_folder"/>
+            <field name="create_model">documents.revision</field>
+        </record>
+    </data>
+</odoo>

bemade_document_versions/models/__init__.py

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+from . import document
+from . import document_revision
+from . import document_revision_sequence
+from . import workflow

bemade_document_versions/models/document.py

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+from odoo import models, fields, _, api, Command
+from odoo.exceptions import ValidationError
+
+
+class Document(models.Model):
+    _inherit = 'documents.document'
+
+    """ In order to implement named revisions, we hook into the already-existing version
+    tracking that documents.document records implement. The field previous_attachmen_ids
+    is already used to contain ir.attachment records that have been replaced after a
+    write call. What we are adding here is the concept of tying a revision number/name
+    to the current revision and keeping track of the same thing for previous revisions.
+
+    This is implemented in the documents.revision record.
+    """
+
+    current_revision_id = fields.Many2one('documents.revision', 'Current Revision')
+    revision_ids = fields.One2many('documents.revision', 'document_id')
+    revision_sequence = fields.Many2one('ir.sequence',
+                                        'Revision Sequence', )
+
+    def write(self, vals):
+        # When a document already has an attachment and we are passed a new
+        # attachment_id in vals, we need to update the revision at least for the
+        # current revision and maybe for the one that was superseded.
+        recs_to_update = self.filtered(lambda r: r.attachment_id)
+        super().write(vals)
+        if 'attachment_id' in vals:
+            recs_to_update.update_revision()
+
+
+    def update_revision(self):
+        for rec in self:
+            if not rec.revision_sequence:
+                rec.set_up_revisions()
+
+            # TODO : finish writing this method
+
+    def set_up_revisions(self, initial_revision_name: str = None,
+                         sequence_prefix: str = None,
+                         sequence_suffix: str = None, sequence_padding: int = None):
+        """
+        Helper method to set up revisions, no matter how we got into tracking them.
+        :param initial_revision_name str: The name to give to the initial revision. By
+          default, this will be the next name from the sequence.
+        :param sequence_prefix: The prefix to use for the new revision sequence.
+        :param sequence_suffix: The suffix to use for the new revision sequence.
+        :return None:
+        """
+        self.ensure_one()
+        self.revision_sequence = self.revision_sequence or self._create_rev_sequence(
+            sequence_prefix, sequence_suffix, sequence_padding)
+        self.revision_ids = self.revision_ids or [Command.set(
+            [self._create_first_revision().id])]
+
+
+    def _create_rev_sequence(self, sequence_prefix: str = None,
+                             sequence_suffix: str = None, sequence_padding: int = None):
+        """
+        Helper method to create a new sequence for a document that we are just starting
+        to track revisions for.
+
+        :param sequence_prefix: The prefix to use for the sequence.
+        :param sequence_suffix: The suffix to use for the sequence.
+        :param sequence_padding: The padding to use for the sequence.
+        :return: The created ir.sequence record.
+        """
+        return self.env['ir.sequence'].create({
+            'document_id': self.id,
+            'name': f'sequence_doc{self.id}',
+            'prefix': sequence_prefix,
+            'suffix': sequence_suffix,
+            'padding': sequence_padding,
+            'implementation': 'standard',
+        })
+
+
+    def _create_first_revision(self):
+        """
+        Creates a new documents.revision record to associate to this Document
+
+        :param name: Optional name to use for the newly created revision.
+        :return: a single, new documents.revision record
+        """
+        self.ensure_one()
+        name = self.revision_sequence.next_by_id()
+        return self.env['documents.revision'].create({
+            'document_id': self.id,
+            'name': name,
+            'attachment_id': self.attachment_id.id,
+        })
+
+
+    def get_next_revision_name(self):
+        """
+        :return str: The name of the next revision in the sequence or None if revision
+        tracking is not yet set up.
+        """
+        return self.revision_sequence.predict_next_id()

bemade_document_versions/models/document_revision.py

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+from odoo import models, fields, _, api
+
+
+class DocumentRevision(models.Model):
+    _name = "documents.revision"
+    _description = "Document Revision"
+    _sql_constraints = [
+        ('name_document_id_unique', 'unique (name,document_id)',
+         'The revision name must be unique for each document.')]
+
+    name = fields.Char()
+    document_id = fields.Many2one('documents.document', required=True)
+    attachment_id = fields.Many2one('ir.attachment', required=True)
+
+    @api.model_create_multi
+    def create(self, vals_list):
+        """
+        Creates one or more new document revisions. Each revision created replaces the
+        ir.attachment tied to the document with the one provided in this revision. It
+        also supersedes the previous revision, updating the document's
+        current_revision_id and carrying a link to the previous revision in
+        previous_revision_id.
+
+        :param vals_list: Dictionary or list of dictionaries
+        :return:
+        """
+        res = super().create(vals_list)
+        for rec in res:
+            # When we create a new revision, we need to replace the attachment linked
+            # to the document to keep it on the latest version.
+            rec.document_id.attachment_id = rec.attachment_id
+            # Then we update the current revision to this new revision and link
+            # back to the previous revisions
+            rec.previous_revision_id = rec.document_id.current_revision_id
+            rec.document_id.current_revision_id = rec
+        return res

bemade_document_versions/models/document_revision_sequence.py

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+from odoo import models, fields, api, _
+
+class DocumentRevisionSequence(models.Model):
+    _inherit = 'ir.sequence'
+    # Would prefer to inherit and make a new model, but the way ir.sequence is
+    # implemented has a lot of hard coded references to "ir.sequence" for all the
+    # database operations.
+
+    document_id = fields.Many2one('documents.document', 'Document',
+                                  ondelete='cascade')
+
+    def predict_next_id(self, sequence_date=None):
+        self.check_access_rights('read')
+        return self._predict_next(sequence_date=sequence_date)
+
+    def _predict_next(self, sequence_date=None):
+        if not self.use_date_range:
+            return self.get_next_char(self.number_next_actual)
+        raise NotImplementedError(
+            _('_predict_next is not implemented for date sequences.'))

bemade_document_versions/models/workflow.py

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+from odoo import models, fields, _
+from odoo.exceptions import UserError
+
+
+class WorkflowActionRuleRevision(models.Model):
+    _inherit = ['documents.workflow.rule']
+
+    create_model = fields.Selection(selection_add=[('documents.revision', "Revision")])
+
+    def create_record(self, documents=None):
+        rv = super().create_record(documents=documents)
+        if self.create_model == 'documents.revision':
+            if len(documents) != 1:
+                raise UserError(_('Document revisions must be added for one and '
+                                  'only one document at a time.'))
+            ctx = {'document_id': documents[0].id}
+            ctx.update(self._context)
+            return {
+                'type': 'ir.actions.act_window',
+                'res_model': 'documents.revision.wizard',
+                'name': 'New Revision',
+                'target': 'new',
+                'context': ctx,
+                'views': [(self.env.ref(
+                    'bemade_document_versions.document_revision_wizard_view_form').id,
+                           'form')],
+                'view_mode': 'form',
+            }

bemade_document_versions/security/ir.model.access.csv

@@ -0,0 +1,5 @@
+id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
+access_document_revision_user,Document Revision Access,model_documents_revision,documents.group_documents_user,1,1,1,1
+access_document_revision_manager,Document Revision Manager Access,model_documents_revision,documents.group_documents_manager,1,1,1,1
+access_document_revision_wizard_user,Document Revision Wizard Access,model_documents_revision_wizard,documents.group_documents_user,1,1,1,1
+access_document_revision_wizard_manager,Document Revision Wizard Manager Access,model_documents_revision_wizard,documents.group_documents_manager,1,1,1,1

bemade_document_versions/views/document_views.xml

@@ -0,0 +1,12 @@
+<?xml version="1.0" encoding="UTF-8" ?>
+<odoo>
+    <record id="action_upload_revision" model="ir.actions.act_window">
+        <field name="name">Upload Document Revision</field>
+        <field name="res_model">documents.revision.wizard</field>
+        <field name="binding_model_id" ref="documents.model_documents_document"/>
+        <field name="binding_type">action</field>
+        <field name="binding_view_types">list,form,kanban</field>
+        <field name="view_mode">form</field>
+        <field name="target">new</field>
+    </record>
+</odoo>

bemade_document_versions/wizard/__init__.py

@@ -0,0 +1 @@
+from . import document_revision_wizard

bemade_document_versions/wizard/document_revision_wizard.py

@@ -0,0 +1,72 @@
+from odoo import models, fields, _, api
+from odoo.exceptions import UserError
+
+
+class DocumentRevisionWizard(models.TransientModel):
+    _name = 'documents.revision.wizard'
+    _description = 'Allows the creation of new document revisions'
+
+    document_id = fields.Many2one('documents.document', 'Document')
+    document_name = fields.Char()
+    file = fields.Binary('File to upload')
+    revision_name = fields.Char(required=True, readonly=True)
+    revision_sequence = fields.Many2one('ir.sequence', required=True)
+    revision_sequence_prefix = fields.Char(related='revision_sequence.prefix',
+                                           readonly=False)
+    revision_sequence_suffix = fields.Char(related='revision_sequence.suffix',
+                                           readonly=False)
+    revision_sequence_padding = fields.Integer(related='revision_sequence.padding',
+                                               readonly=False)
+
+    def default_get(self, fields_list):
+        ctx = self._context
+        vals = {}
+        if 'document_id' not in ctx:
+            raise UserError(
+                _('You must select a document for which you are creating a revision.'))
+        document = self.env['documents.document'].browse(ctx.get('document_id'))
+        vals['document_name'] = document.name
+        vals['document_id'] = document.id
+        sequence = document.revision_sequence or self.env.ref(
+            'bemade_document_versions.document_revision_sequence_default')
+        if document.revision_sequence:
+            vals['revision_name'] = document.get_next_revision_name()
+        else:
+            vals['revision_name'] = sequence.get_next_char(0)
+        vals['revision_sequence_prefix'] = sequence.prefix
+        vals['revision_sequence_suffix'] = sequence.suffix
+        vals['revision_sequence_padding'] = sequence.padding
+        return vals
+
+    @api.depends('document_id', 'document_id.revision_sequence',
+                 'revision_sequence')
+    def action_upload_revision(self):
+        for wizard in self:
+            if not wizard.file:
+                raise UserError(_('You must upload a file.'))
+            wizard.revision_sequence.write({
+                'prefix': wizard.revision_sequence_prefix,
+                'suffix': wizard.revision_sequence_suffix,
+                'padding': wizard.revision_sequence_padding,
+            })
+            prev_attachment = wizard.document_id.attachment_id
+            attachment = self.env['ir.attachment'].with_context(
+                {'no_document': True}).create({
+                'name': prev_attachment.name,
+                'datas': wizard.file,
+                'res_model': prev_attachment.res_model,
+                'res_id': prev_attachment.res_id,
+                'company_id': prev_attachment.company_id.id,
+                'public': prev_attachment.public,
+            })
+            if not wizard.document_id.revision_sequence:
+                wizard.document_id.set_up_revisions(wizard.revision_sequence_prefix,
+                                                    wizard.revision_sequence_suffix,
+                                                    wizard.revision_sequence_padding)
+            else:
+                self.env['documents.revision'].create({
+                    'document_id': wizard.document_id.id,
+                    'attachment_id': attachment.id,
+                    'name': wizard.document_id.revision_sequence.next_by_id(),
+                    'attachment_id': attachment.id,
+                })

bemade_document_versions/wizard/document_revision_wizard.xml

@@ -0,0 +1,32 @@
+<?xml version="1.0" encoding="UTF-8" ?>
+<odoo>
+    <record id="document_revision_wizard_view_form" model="ir.ui.view">
+        <field name="name">bemade_document_versions.document.revision.wizard.form</field>
+        <field name="model">documents.revision.wizard</field>
+        <field name="arch" type="xml">
+            <form>
+                <header>
+                    <field name="document_id" invisible="1"/>
+                </header>
+                <sheet>
+                    <group>
+                        <group string="File">
+                            <field name="file"/>
+                            <field name="revision_name"/>
+                        </group>
+                        <group string="Sequence Numbering Setup">
+                            <field name="revision_sequence_prefix"/>
+                            <field name="revision_sequence_suffix"/>
+                            <field name="revision_sequence_padding"/>
+                        </group>
+                    </group>
+                </sheet>
+                <footer>
+                    <button string="Upload" name="action_upload_revision" type="object"
+                            class="btn-primary"/>
+                    <button special="cancel" string="Cancel" class="btn-secondary"/>
+                </footer>
+            </form>
+        </field>
+    </record>
+</odoo>

bemade_documents_portal/__init__.py

@@ -0,0 +1,2 @@
+from . import controllers
+from . import models

bemade_documents_portal/__manifest__.py

@@ -0,0 +1,32 @@
+#
+#    Bemade Inc.
+#
+#    Copyright (C) September 2023 Bemade Inc. (<https://www.bemade.org>).
+#    Author: Marc Durepos (Contact : marc@bemade.org)
+#
+#    This program is under the terms of the Odoo Proprietary License v1.0 (OPL-1)
+#    It is forbidden to publish, distribute, sublicense, or sell copies of the Software
+#    or modified copies of the Software.
+#
+#    THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
+#    IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
+#    FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
+#    IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
+#    DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
+#    ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
+#    DEALINGS IN THE SOFTWARE.
+#
+{
+    'name': 'Documents Portal Base',
+    'version': '15.0.1.0.0',
+    'summary': 'Adds documents to the front-end portal.',
+    'category': 'Document Management',
+    'author': 'Bemade Inc.',
+    'website': 'https://www.bemade.org',
+    'license': 'OPL-1',
+    'depends': ['documents', 'portal', 'mail_enterprise', 'im_livechat'],
+    'data': ['views/document_portal_templates.xml'],
+    'demo': [],
+    'installable': True,
+    'auto_install': False,
+}

bemade_documents_portal/controllers/__init__.py

@@ -0,0 +1 @@
+from . import portal

bemade_documents_portal/controllers/portal.py

@@ -0,0 +1,88 @@
+from odoo.addons.portal.controllers.portal import CustomerPortal
+from odoo.http import request, route
+from odoo.exceptions import AccessError, MissingError
+from odoo import _
+
+
+class DocumentCustomerPortal(CustomerPortal):
+
+    def _prepare_home_portal_values(self, counters):
+        rtn = super()._prepare_home_portal_values(counters)
+        domain = self._prepare_documents_domain()
+        rtn['documents_count'] = request.env['documents.document'].search_count(domain)
+        return rtn
+
+    @route('/my/documents', type='http', auth='user', website=True)
+    def portal_my_documents(self, **kwargs):
+        values = self._prepare_portal_layout_values()
+        Documents = request.env['documents.document']
+        domain = self._prepare_documents_domain()
+        documents_count = Documents.search_count(domain)
+        documents = Documents.search(domain)
+        values.update({
+            'documents_count': documents_count,
+            'documents': documents.sudo(),
+            'default_url': '/my/documents',
+            'page_name': 'my_documents',
+        })
+        return request.render("bemade_documents_portal.portal_my_documents", values)
+
+    def _prepare_documents_domain(self):
+        """Helper method intended to be overridden for future modules."""
+        partner = request.env.user.partner_id
+        user = request.env.user
+        return ['|',
+                ('partner_id', '=', partner.id),
+                ('owner_id', '=', user.id),
+                ]
+
+    def _render_record_template(self, values):
+        """ Override this method to apply a different template for a single document
+        record on the portal. """
+        return request.render("bemade_documents_portal.document_portal_template", values)
+
+    @route('/my/documents/<int:document_id>', type='http', auth='user', website=True)
+    def portal_document_page(self, document_id, download=False, **kwargs):
+        document = request.env['documents.document'].browse(document_id)
+        if not document:
+            raise MissingError(_('This document does not exist.'))
+        if download:
+            return self._download_attachment(document)
+        values = {
+            'document': document,
+            'page_name': 'my_documents',
+            'action': document._get_portal_return_action(),
+        }
+        return self._render_record_template(values)
+
+    def _download_attachment(self, document):
+        partner = request.env.user.partner_id
+        if partner and self._check_portal_access(document, partner):
+            attachment = document.attachment_id.sudo()
+        headers = [
+            ('content-type', attachment.mimetype),
+            ('content-length', attachment.file_size),
+            ('content-disposition', f'attachment; filename="{document.name}"')
+        ]
+        return request.make_response(attachment.raw, headers)
+
+    def _check_portal_access(self, document, partner) -> bool:
+        """
+        Helper method to determine if a given partner has access to a document.
+
+        This method is intended to be overridden should further access rights be granted.
+
+        Note that this method does NOT replace the user-level ACL verification and is
+        instead used to bypass these ACL checks when portal users are trying to download
+        a document.
+
+        In overriding, one should generally use the following form::
+
+            new_condition = ...
+            return super()._check_portal_access or new_condition
+
+        :param document: The document in question.
+        :param partner: The res_partner to check for portal access.
+        :return: True if the partner should have access to the document, False otherwise.
+        """
+        return partner == document.partner_id

bemade_documents_portal/models/__init__.py

@@ -0,0 +1 @@
+from . import documents

bemade_documents_portal/models/documents.py

@@ -0,0 +1,17 @@
+from odoo import models, fields
+
+
+class Document(models.Model):
+    _name = 'documents.document'
+    _inherit = ['documents.document', 'portal.mixin']
+
+    def _compute_access_url(self):
+        super()._compute_access_url()
+        for document in self:
+            document.access_url = f'/my/documents/{document.id}'
+
+    def _get_portal_return_action(self):
+        """ Return the action used to display documents when returning from customer
+        portal."""
+        self.ensure_one()
+        return self.env.ref('documents.document_action')

bemade_documents_portal/views/document_portal_templates.xml

@@ -0,0 +1,112 @@
+<?xml version="1.0" encoding="UTF-8" ?>
+<odoo>
+    <data>
+        <template id="portal_my_home" inherit_id="portal.portal_my_home">
+            <xpath expr="//div[hasclass('o_portal_docs')]" position="inside">
+                <t t-call="portal.portal_docs_entry">
+                    <t t-set="title">Documents</t>
+                    <t t-set="url">/my/documents</t>
+                    <t t-set="placeholder_count">documents_count</t>
+                </t>
+            </xpath>
+        </template>
+        <template id="portal_my_documents" name="My Documents">
+            <t t-call="portal.portal_layout">
+                <t t-call="portal.portal_table">
+                    <thead>
+                        <tr class="active">
+                            <th>Name</th>
+                        </tr>
+                    </thead>
+                    <tbody>
+                        <t t-foreach="documents" t-as="document">
+                            <tr>
+                                <td>
+                                    <a t-att-href="document.get_portal_url()">
+                                        <t t-esc="document.name"/>
+                                    </a>
+                                </td>
+                            </tr>
+                        </t>
+                    </tbody>
+                </t>
+            </t>
+        </template>
+        <template id="document_portal_template" name="Document Portal Template">
+            <t t-call="portal.portal_layout">
+                <t t-set="o_portal_fullwidth_alert"
+                   groups="documents.group_documents_user">
+                    <t t-call="portal.portal_back_in_edit_mode">
+                        <t t-set="backend_url"
+                           t-value="'/web#model=%s&amp;id=%s&amp;action=%s&amp;view_type=form' % (document._name, document.id, action.id)"/>
+                    </t>
+                </t>
+                <t t-call="portal.portal_record_layout">
+                    <t t-set="card_header">
+                        <div class="row no-gutters">
+                            <h5 class="mb-1 mb-md-0">
+                                <span t-field="document.name"/>
+                            </h5>
+                        </div>
+                    </t>
+                    <t t-set="card_body">
+                        <!-- Main Document Contents -->
+                        <div id="document_content"
+                             class="col-12 col-lg justify-content-end w-100 h-100">
+                            <div t-if="'image' in document.mimetype"
+                                 class="o_attachment_preview_img">
+                                <img id="attachment_img"
+                                     class="img img-fluid d-block"
+                                     t-attf-src="/documents/content/{{document.id}}"/>
+                            </div>
+                            <iframe t-if="document.mimetype == 'application/pdf'"
+                                    class="mb48 w-100 min-vh-100"
+                                    t-attf-src="/web/static/lib/pdfjs/web/viewer.html?file=/documents/content/{{document.id}}&amp;filename={{document.name}}"/>
+                            <ul class="list-group list-group-flush flex-wrap flex-row flex-lg-column">
+                                <li class="list-group-item flex-grow-1 b-0">
+                                    <a class="btn btn-secondary btn-block o_download_btn"
+                                       t-att-href="document.get_portal_url(download=True)">
+                                        Download</a>
+                                </li>
+                                <li class="list-group-item flex-grow-1 b-0">
+                                    <strong class="text-muted">File Size:
+                                        <t t-call="documents.format_file_size"/>
+                                    </strong>
+                                </li>
+                                <li class="list-group-item flex-grow-1 b-0">
+                                    <strong class="text-muted">File Type:
+                                        <t t-esc="document.mimetype"/>
+                                    </strong>
+                                </li>
+                                <li class="list-group-item flex-grow-1 b-0">
+                                    <strong class="text-muted">Attachment Type:
+                                        <t t-esc="document.attachment_type"/>
+                                    </strong>
+                                </li>
+                            </ul>
+                        </div>
+                    </t>
+                </t>
+                <!-- Chatter -->
+                <div id="document_communication" class="card-body">
+                    <h2>History</h2>
+                    <t t-call="portal.message_thread">
+                        <t t-set="object" t-value="document"/>
+                    </t>
+                </div>
+            </t>
+        </template>
+        <template id="portal_breadcrumbs" inherit_id="portal.portal_breadcrumbs">
+            <xpath expr="//ol[hasclass('o_portal_submenu')]" position="inside">
+                <li t-if="page_name == 'my_documents'"
+                    t-attf-class="breadcrumb-item #{'active ' if not document else ''}">
+                    <a t-if="document"
+                       t-attf-href="/my/documents?{{ keep_query() }}">Documents</a>
+                    <t t-else="">Documents</t>
+                </li>
+                <li t-if="document" class="breadcrumb-item active" t-esc="document.name">
+                </li>
+            </xpath>
+        </template>
+    </data>
+</odoo>

bemade_project_documents/__init__.py

@@ -0,0 +1,3 @@
+from . import models
+from . import wizard
+from . import controllers

bemade_project_documents/__manifest__.py

@@ -0,0 +1,50 @@
+#
+#    Bemade Inc.
+#
+#    Copyright (C) September 2023 Bemade Inc. (<https://www.bemade.org>).
+#    Author: Marc Durepos (Contact : marc@bemade.org)
+#
+#    This program is under the terms of the Odoo Proprietary License v1.0 (OPL-1)
+#    It is forbidden to publish, distribute, sublicense, or sell copies of the Software
+#    or modified copies of the Software.
+#
+#    THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
+#    IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
+#    FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
+#    IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
+#    DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
+#    ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
+#    DEALINGS IN THE SOFTWARE.
+#
+{
+    'name': 'Project Documents',
+    'version': '15.0.1.0.0',
+    'summary': 'Improved workflow for project documents.',
+    'description': """Adds multiple workflow items to project documents, including:
+                        * Approval stages
+                        * Document versions with revision numbers
+                        * Ability to request document approval from a partner
+                    """,
+    'category': '',
+    'author': 'Bemade Inc.',
+    'website': 'https://www.bemade.org',
+    'license': 'OPL-1',
+    'depends': ['documents',
+                'bemade_documents_portal',
+                'documents_project',
+                ],
+    'data': ['views/project_views.xml',
+             'wizard/request_approvals_wizard.xml',
+             'security/ir.model.access.csv',
+             ],
+    'assets': {
+        'web.assets_backend': [
+            'bemade_project_documents/static/src/js/documents_controller_patch.js'
+        ],
+        'web.assets_qweb': [
+            'bemade_project_documents/static/src/xml/documents_views.xml'
+        ]
+    },
+    'installable': True,
+    'auto_install': False,
+}

bemade_project_documents/controllers/__init__.py

@@ -0,0 +1 @@
+from . import main

bemade_project_documents/controllers/main.py

@@ -0,0 +1,17 @@
+from odoo.addons.documents.controllers.main import ShareRoute
+from odoo.http import route, request
+import json
+
+
+class DocumentsController(ShareRoute):
+
+    @route('/documents/upload_attachment', type='http', methods=['POST'], auth='user')
+    def upload_document(self, folder_id, ufile, tag_ids, res_model, res_id,
+                        document_id=False, partner_id=False, owner_id=False):
+        res = super().upload_document(folder_id, ufile, tag_ids, document_id, partner_id,
+                                      owner_id)
+        res_data = json.loads(res.data)
+        if 'ids' in res_data and res_model and res_id:
+            docs = request.env['documents.document'].browse(res_data['ids'])
+            docs.write({'res_model': res_model, 'res_id': res_id})
+        return res

bemade_project_documents/data/mail_templates.xml

@@ -0,0 +1,11 @@
+<?xml version="1.0" encoding="UTF-8" ?>
+<odoo>
+    <data>
+        <record id="mail_template_document_approval_request" model="mail.template">
+            <field name="name">Document Approval Request</field>
+            <field name="model_id" ref="model_documents_document"/>
+            <field name="subject">Document Approval Request {{ object.name != False and ': ' + object.name or '' }} </field>
+            <field name="email_to">{{ }}</field>
+        </record>
+    </data>
+</odoo>

bemade_project_documents/models/__init__.py

@@ -0,0 +1,2 @@
+from . import project
+from . import document

bemade_project_documents/models/document.py

@@ -0,0 +1,8 @@
+from odoo import models, fields, api
+
+
+class Document(models.Model):
+    _inherit = 'documents.document'
+
+    external_approver_ids = fields.Many2many('res.partner')
+

bemade_project_documents/models/project.py

@@ -0,0 +1,15 @@
+from odoo import models, fields, api
+
+
+class Project(models.Model):
+    _inherit = 'project.project'
+
+    document_ids = fields.One2many('documents.document',
+                                   compute='_compute_document_ids')
+
+    def _compute_document_ids(self):
+        for project in self:
+            project.document_ids = self.env['documents.document'].search([
+                ('res_model', '=', 'project.project'),
+                ('res_id', '=', project.id),
+            ])

bemade_project_documents/security/ir.model.access.csv

@@ -0,0 +1,2 @@
+id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
+access_documents_request_approval_wizard,access.documents.request_approval_wizard,model_project_documents_approval_wizard,documents.group_documents_user,1,1,1,0

bemade_project_documents/static/src/js/documents_controller_patch.js

@@ -0,0 +1,44 @@
+/** @odoo-module **/
+
+const DocumentsListController = require('documents.DocumentsListController');
+const DocumentsKanbanController = require('documents.DocumentsKanbanController');
+const DocumentsControllerMixin = require('documents.controllerMixin');
+
+import {patch} from 'web.utils';
+
+const prototype_addins = {
+    _onClickRequestApprovals: function (ev) {
+        ev.preventDefault();
+        const context = this.model.get(this.handle, {raw: true}).getContext();
+        this.do_action('bemade_project_documents.action_request_approval_form', {
+            additional_context: {
+                default_document_ids: this._selectedRecordIds,
+            },
+            on_close: () => this.reload(),
+        });
+    },
+    _makeFileUpload({ recordId }) {
+        const context = this.model.get(this.handle, {raw: true}).getContext();
+        return Object.assign({
+            res_model: context.default_res_model || false,
+            res_id: context.default_res_id || false,
+        }, this._super(...arguments));
+    },
+    _makeFileUploadFormDataKeys({ recordId }) {
+        const context = this.model.get(this.handle, {raw: true}).getContext();
+        return Object.assign({
+            res_model: context && context.default_res_model,
+            res_id: context && context.default_res_id,
+        }, this._super(...arguments));
+    },
+};
+
+const patch_name = "bemade_project_documents.DocumentsControllerPatch";
+
+patch(DocumentsControllerMixin, patch_name, {
+    events: _.extend({}, DocumentsControllerMixin.events, {
+        'click .o_documents_kanban_request_approvals': '_onClickRequestApprovals',
+    }),
+});
+patch(DocumentsListController.prototype, patch_name, prototype_addins);
+patch(DocumentsKanbanController.prototype, patch_name, prototype_addins);

bemade_project_documents/static/src/xml/documents_views.xml

@@ -0,0 +1,14 @@
+<?xml version="1.0" encoding="UTF-8" ?>
+<templates xml:space="preserve">
+    <div t-name="DocumentViews.buttons"
+         t-inherit="documents.DocumentsViews.buttons" t-inherit-mode="extension">
+        <xpath expr="//button[hasclass('o_documents_kanban_share_domain')]"
+               position="after">
+            <button type="button" title="Request approvals"
+                    groups="project.group_project_manager"
+                    class="btn btn-secondary o_documents_kanban_request_approvals">
+                Request Approvals
+            </button>
+        </xpath>
+    </div>
+</templates>

bemade_project_documents/views/project_views.xml

@@ -0,0 +1,35 @@
+<?xml version="1.0" encoding="UTF-8" ?>
+<odoo>
+    <data>
+        <record id="project_action_view_documents" model="ir.actions.act_window">
+            <field name="name">Documents</field>
+            <field name="res_model">documents.document</field>
+            <field name="view_mode">tree,kanban</field>
+            <field name="search_view_id" ref="documents.document_view_search"/>
+            <field name="domain">
+                [('res_id', '=', active_id), ('res_model', '=', 'project.project')]
+            </field>
+            <field name="context">{
+                'default_res_id': active_id,
+                'default_res_model': 'project.project',
+            }</field>
+            <field name="help" type="html">
+                <p class="o_view_nocontent_smiling_face">
+                    No documents found. Let's create one!
+                </p>
+            </field>
+        </record>
+        <record id="view_project_kanban_inherit" model="ir.ui.view">
+            <field name="inherit_id" ref="project.view_project_kanban"/>
+            <field name="name">project_documents.project.view.kanban</field>
+            <field name="model">project.project</field>
+            <field name="arch" type="xml">
+                <xpath expr="//a[@name='attachment_tree_view']/.." position="replace">
+                    <div role="menuitem">
+                        <a name="%(project_action_view_documents)d" type="action">Documents</a>
+                    </div>
+                </xpath>
+            </field>
+        </record>
+    </data>
+</odoo>

bemade_project_documents/wizard/__init__.py

@@ -0,0 +1 @@
+from . import request_approvals_wizard

bemade_project_documents/wizard/request_approvals_wizard.py

@@ -0,0 +1,24 @@
+from odoo import models, fields, api, _
+from odoo.exceptions import ValidationError
+
+
+class RequestDocumentApprovalsWizard(models.TransientModel):
+    _name = 'project_documents.approval.wizard'
+
+    document_ids = fields.Many2many('documents.document', string='Documents')
+    partner_ids = fields.Many2many('res.partner', string="Recipients",
+                                   help="""Contacts who will receive a request to
+                                    approve the document.""")
+    request_template = fields.Many2one('mail.template')
+
+    def default_get(self, fields_list):
+        if 'request_template' not in fields_list:
+            self.request_template = self.env.ref()
+
+    def request_approvals(self):
+        self._validate_partners_have_emails()
+
+    def _validate_partners_have_emails(self):
+        for wizard in self:
+            if any([not p.email for p in wizard.partner_ids]):
+                raise ValidationError(_('Each partner must have an email address.'))

bemade_project_documents/wizard/request_approvals_wizard.xml

@@ -0,0 +1,51 @@
+<?xml version="1.0" encoding="UTF-8" ?>
+<odoo>
+    <data>
+        <record id="documents_view_list_inherit" model="ir.ui.view">
+            <field name="inherit_id" ref="documents.documents_view_list"/>
+            <field name="model">documents.document</field>
+            <field name="arch" type="xml">
+                <xpath expr="//tree[@js_class='documents_list']" position="attributes">
+
+                </xpath>
+            </field>
+        </record>
+        <record id="documents_request_approval_form_view" model="ir.ui.view">
+            <field name="name">Request Approvals</field>
+            <field name="model">project_documents.approval.wizard</field>
+            <field name="arch" type="xml">
+                <form>
+                    <sheet>
+                        <label for="partner_ids"/>
+                        <field name="partner_ids" domain="[('is_company', '=', False)]">
+                            <tree editable="bottom">
+                                <field name="name" colspan="3"/>
+                                <field name="email"/>
+                                <field name="title"/>
+                            </tree>
+                        </field>
+                        <label for="document_ids"/>
+                        <field name="document_ids" readonly="True"/>
+                        <footer>
+                            <button name="request_approvals" type="object"
+                                    string="Request" class="btn btn-primary"/>
+                            <button string="Cancel" class="btn-secondary"
+                                    special="cancel" data-hotkey="z"/>
+                        </footer>
+                    </sheet>
+                </form>
+            </field>
+        </record>
+        <record model="ir.actions.act_window" id="action_request_approval_form">
+            <field name="name">Request Approvals</field>
+            <field name="res_model">project_documents.approval.wizard</field>
+            <field name="view_mode">form</field>
+            <field name="context">{
+                'form_view_ref': 'bemade_project_documents.documents_request_approval_form_view',
+                'default_res_model': context.get('default_res_model', False),
+                'default_res_id': context.get('default_res_id', False)
+            }</field>
+            <field name="target">new</field>
+        </record>
+    </data>
+</odoo>