Alfodoo

Alfodoo is a set of addons to seamlessly integrate an external Document Management System with Odoo.

Alfodoo provides a new kind of field CmisFolder and its powerful widget FieldCmisFolder. Alfodoo is a set of addons to display and manage content from a CMIS container linked to an Odoo model.

The Odoo widget has a modular and generic core providing functionality based on the CMIS V1.1 protocol. This core can be extended by additional modules in order to propose additional features or customizations proper to a specific CMIS container. At this stage, the existing customization is for the Alfresco Document Management System.

With these addons, you are now able to enrich the user’s experience and provide in Odoo great features that enable the users to easily store and manage their documents in an external Document Management System through a seamless integration.

Core Features

Support Alfodoo development

Alfodoo is open source, there are many ways to Contribute in different areas (eg testing, documentation, reporting issues, fixing bugs).

The development of Alfodoo has been funded by ACSONE SA/NV.

ACSONE SA/NV

You can also donate to support the continued development of Alfodoo. Collected funds will be dedicated to the improvement of Alfodoo (support of new Odoo and Alfresco versions development of new features).

Overview: Manage the documents in Odoo

Visually, the main part of the functionality is accessed through a “Documents tab” configurable on each Odoo model providing a “real-time” view on the Alfresco content.

From the user’s point of view, the Documents tab gives a direct access to the items (documents lists, sub-folders, …) linked to the Odoo object and contained in the linked Alfresco folder.

The first action is to let the user create manually (means “only when needed”) the linked folder in Alfresco

_images/cmis_crm_claim_empty.png

Then the Documents tab shows a global menu providing the following functionality:

Refresh content table: This option refreshes the folder content
Create folder: A (sub-)folder is created in the current folder. The user gives a name for the folder and selects "Create"
Create document: Upload a document in the current folder. The user selects a file and clicks on "Create" to upload the document
Show in Alfresco: This option opens Alfresco Share and shows the folder details page

In the content table, the User can see the documents and folders list.

_images/cmis_crm_claim_new_folder.png

The following information is displayed for each item:

  • An icon used to hide or unhide the item details (folder or document Alfresco metadata: cm:folder, cm:content, cm:title)
  • The item name
  • The item description
  • Last Modified date
  • A contextual menu: the options list for a folder item or for a document item
_images/cmis_crm_claim_doc_details.png

For a “Document” item, the following options are available:

Download: Download the document
Preview: Preview the document
More actions:
View details: this option shows some documents metadata (Alfresco cm:content).
Update: with this option the user can upload a new document in the folder. In case the document is associated with the Alfresco versionnable aspect Alfresco, the document version number (major) is automatically incremented.
Delete: delete the document.
Show in Alfresco: This option opens Alfresco share and shows the document details page.

Project

The Alfodoo project has the objective to provide a collection of ‘addons’ in order to integrate the odoo platform with a Document Management System supporting the CMIS V1.1 protocol.

Currently, the project proposes an integration between Odoo and the open-source ECM platform Alfresco.

The aim is to offer to the odoo users a transparent and easy access to the documents stored in the appropriate location in Alfresco.

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