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fix: simplify fusion_claims permission dropdown and restrict settings access

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Remove privilege_id from portal groups so they no longer appear in the
User settings dropdown (they are auto-assigned from Contact form).
Restrict Fusion Claims settings view to managers only.

Co-authored-by: Cursor <cursoragent@cursor.com>
This commit is contained in:
gsinghpal
2026-02-25 12:41:20 -05:00
parent 34e5b46025
commit 3e59f9d5f6
2 changed files with 3 additions and 5 deletions
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5
fusion_authorizer_portal/security/portal_security.xml
View File

@@ -1,22 +1,19 @@
<?xml version="1.0" encoding="utf-8"?> <?xml version="1.0" encoding="utf-8"?>
<odoo> <odoo>
<!-- Portal Groups - grouped under Fusion Claims privilege --> <!-- Portal Groups (auto-assigned from Contact form Portal Access tab) -->
<record id="group_authorizer_portal" model="res.groups"> <record id="group_authorizer_portal" model="res.groups">
<field name="name">Authorizer Portal User</field> <field name="name">Authorizer Portal User</field>
<field name="privilege_id" ref="fusion_claims.res_groups_privilege_fusion_claims"/>
<field name="comment">Portal users who are Authorizers (OTs/Therapists)</field> <field name="comment">Portal users who are Authorizers (OTs/Therapists)</field>
</record> </record>
<record id="group_sales_rep_portal" model="res.groups"> <record id="group_sales_rep_portal" model="res.groups">
<field name="name">Sales Rep Portal User</field> <field name="name">Sales Rep Portal User</field>
<field name="privilege_id" ref="fusion_claims.res_groups_privilege_fusion_claims"/>
<field name="comment">Portal users who are Sales Representatives</field> <field name="comment">Portal users who are Sales Representatives</field>
</record> </record>
<record id="group_technician_portal" model="res.groups"> <record id="group_technician_portal" model="res.groups">
<field name="name">Technician Portal User</field> <field name="name">Technician Portal User</field>
<field name="privilege_id" ref="fusion_claims.res_groups_privilege_fusion_claims"/>
<field name="comment">Portal users who are Field Technicians for deliveries</field> <field name="comment">Portal users who are Field Technicians for deliveries</field>
</record> </record>

3
fusion_claims/views/res_config_settings_views.xml
View File

@@ -12,7 +12,8 @@
<field name="inherit_id" ref="base.res_config_settings_view_form"/> <field name="inherit_id" ref="base.res_config_settings_view_form"/>
<field name="arch" type="xml"> <field name="arch" type="xml">
<xpath expr="//form" position="inside"> <xpath expr="//form" position="inside">
<app data-string="Fusion Claims" string="Fusion Claims" name="fusion_claims"> <app data-string="Fusion Claims" string="Fusion Claims" name="fusion_claims"
groups="fusion_claims.group_fusion_claims_manager">
<h2>ADP Billing</h2> <h2>ADP Billing</h2>
<div class="row mt-4 o_settings_container"> <div class="row mt-4 o_settings_container">