Wednesday, June 25, 2025
1 change · master
Enhancements to existing features
Documents gets a clearer default folder structure, including Inbox, Finance, Legal, HR, Project, Marketing, and Admin areas, so teams can organize files more consistently. Related document actions are simplified and better scoped, while the Support folder is now created only when needed for traceback uploads.
Original PR description
#### **Objective** Enhance the server actions management and folder structure. --- #### **1. Server Actions** * **Add Domain Filter**: When accessing server actions from **Documents**, apply a domain…
#### **Objective**
Enhance the server actions management and folder structure.
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#### **1. Server Actions**
* **Add Domain Filter**: When accessing server actions from **Documents**, apply a domain filter to show **top-level actions only** (not a default search).
* **Update Existing Server Actions**:
* Refactor “Send to Finance” and any server action in `documents_account` to use **Update Records** instead of custom code with `sudo`.
* **Convert Server Actions to MultiAction**:
* Change demo/data server actions from **Code** to **MultiAction** to eliminate the requirement for user coin usage.
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#### **2. Folder Structure Updates**
* Rename folder `Administrative` to `Admin`.
* Remove folder `Administrator`.
* Add and order folders as follows:
* **Inbox**
* **Finance**
* **Social**
* **Taxes**
* **Annual Closing**
* **2025**:
* **Legal**
* **Insurances**
* **Loans**
* **Registrations**
* **Contracts**
* **HR**
* **Project**
* **Marketing**
* **Admin**
* **Support Folder**: Create folder when explicitly needed (saving a traceback).
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#### **3. Tags Clean-up**
Task-4690653