From 512aedce691bc98d3de4fb0307fae8bd91a6ca71 Mon Sep 17 00:00:00 2001
From: admin <admin@nexasystems.ca>
Date: Mon, 9 Mar 2026 21:25:37 +0000
Subject: [PATCH] fix: ADP portal - sidebar amount, claim details, signature
 report

---
 fusion_claims/views/sale_portal_templates.xml | 142 +++++++++++++++++-
 1 file changed, 138 insertions(+), 4 deletions(-)

diff --git a/fusion_claims/views/sale_portal_templates.xml b/fusion_claims/views/sale_portal_templates.xml
index 8111b90..743c81d 100644
--- a/fusion_claims/views/sale_portal_templates.xml
+++ b/fusion_claims/views/sale_portal_templates.xml
@@ -5,13 +5,137 @@
     Part of the Fusion Claim Assistant product family.
 
     Portal template overrides for ADP orders:
-    Shows client portion amount instead of full order total.
+    - Shows client portion in sidebar instead of full order total
+    - Displays ADP claim details (Client Type, Authorizer, Dates, etc.)
+    - Payment amount selector shows client portion
 -->
 <odoo>
-    <!-- Override portal content to show ADP client portion info -->
+
+    <!-- ================================================================
+         1. SIDEBAR: Show client portion instead of full amount
+         ================================================================ -->
+    <template id="sale_order_portal_sidebar_adp"
+              inherit_id="sale.sale_order_portal_template"
+              name="Fusion: ADP Sidebar Amount">
+
+        <!-- Replace the data attribute with client portion for ADP -->
+        <xpath expr="//div[hasclass('o_portal_sale_sidebar')]" position="attributes">
+            <attribute name="t-att-data-order-amount-total">
+                sale_order.x_fc_client_portion_total if sale_order.x_fc_is_adp_sale and sale_order.x_fc_client_type == 'REG' else sale_order.amount_total
+            </attribute>
+        </xpath>
+
+        <!-- Replace the sidebar title (amount display) -->
+        <xpath expr="//div[hasclass('o_portal_sale_sidebar')]//t[@t-set='title']" position="replace">
+            <t t-set="title">
+                <!-- ADP REG: show client portion -->
+                <t t-if="sale_order.x_fc_is_adp_sale and sale_order.x_fc_client_type == 'REG'">
+                    <small class="text-muted d-block">Your Portion</small>
+                    <h2 class="mb-0 text-break">
+                        <t t-out="sale_order.x_fc_client_portion_total"
+                           t-options="{'widget': 'monetary', 'display_currency': sale_order.currency_id}"/>
+                    </h2>
+                </t>
+                <!-- ADP non-REG (100% funded): no payment needed -->
+                <t t-elif="sale_order.x_fc_is_adp_sale and sale_order.x_fc_client_type and sale_order.x_fc_client_type != 'REG'">
+                    <small class="text-muted d-block">Fully ADP Funded</small>
+                    <h2 class="mb-0 text-break text-success">$ 0.00</h2>
+                </t>
+                <!-- Standard Odoo behavior for non-ADP -->
+                <t t-elif="sale_order._has_to_be_paid() and sale_order.prepayment_percent != 1.0">
+                    <h4>Down payment</h4>
+                    <h2>
+                        <t t-out="sale_order._get_prepayment_required_amount()"
+                           t-options="{'widget': 'monetary', 'display_currency': sale_order.currency_id}"/>
+                        (<t t-out="sale_order.prepayment_percent * 100"/>%)
+                    </h2>
+                </t>
+                <h2 t-else="" t-field="sale_order.amount_total" class="mb-0 text-break"/>
+            </t>
+        </xpath>
+    </template>
+
+
+    <!-- ================================================================
+         2. CONTENT: Show ADP claim details + funding breakdown
+         ================================================================ -->
     <template id="sale_order_portal_content_adp"
               inherit_id="sale.sale_order_portal_content"
-              name="Fusion: ADP Client Portion on Portal">
+              name="Fusion: ADP Details on Portal">
+
+        <!-- Add ADP details section after sale_info -->
+        <xpath expr="//div[@id='sale_info']" position="after">
+            <t t-if="sale_order.x_fc_is_adp_sale">
+                <div class="col-12 col-lg-6 mb-4">
+                    <h5 class="mb-1">ADP Claim Details</h5>
+                    <hr class="mt-1 mb-2"/>
+                    <table class="table table-borderless table-sm">
+                        <tbody style="white-space:nowrap">
+                            <tr t-if="sale_order.x_fc_client_type">
+                                <th class="ps-0 pb-0">Client Type:</th>
+                                <td class="w-100 pb-0 text-wrap">
+                                    <span t-field="sale_order.x_fc_client_type"/>
+                                </td>
+                            </tr>
+                            <tr t-if="sale_order.x_fc_claim_number">
+                                <th class="ps-0 pb-0">Claim Number:</th>
+                                <td class="w-100 pb-0 text-wrap">
+                                    <span t-field="sale_order.x_fc_claim_number"/>
+                                </td>
+                            </tr>
+                            <tr t-if="sale_order.x_fc_authorizer_id">
+                                <th class="ps-0 pb-0">Authorizer:</th>
+                                <td class="w-100 pb-0 text-wrap">
+                                    <span t-field="sale_order.x_fc_authorizer_id"/>
+                                </td>
+                            </tr>
+                            <tr t-if="sale_order.x_fc_client_ref_1">
+                                <th class="ps-0 pb-0">Client Ref 1:</th>
+                                <td class="w-100 pb-0 text-wrap">
+                                    <span t-field="sale_order.x_fc_client_ref_1"/>
+                                </td>
+                            </tr>
+                            <tr t-if="sale_order.x_fc_client_ref_2">
+                                <th class="ps-0 pb-0">Client Ref 2:</th>
+                                <td class="w-100 pb-0 text-wrap">
+                                    <span t-field="sale_order.x_fc_client_ref_2"/>
+                                </td>
+                            </tr>
+                            <tr t-if="sale_order.x_fc_assessment_end_date">
+                                <th class="ps-0 pb-0">Assessment Date:</th>
+                                <td class="w-100 pb-0 text-wrap">
+                                    <span t-field="sale_order.x_fc_assessment_end_date"
+                                          t-options="{'widget': 'date'}"/>
+                                </td>
+                            </tr>
+                            <tr t-if="sale_order.x_fc_claim_authorization_date">
+                                <th class="ps-0 pb-0">Authorization Date:</th>
+                                <td class="w-100 pb-0 text-wrap">
+                                    <span t-field="sale_order.x_fc_claim_authorization_date"
+                                          t-options="{'widget': 'date'}"/>
+                                </td>
+                            </tr>
+                            <tr t-if="sale_order.x_fc_claim_approval_date">
+                                <th class="ps-0 pb-0">Approval Date:</th>
+                                <td class="w-100 pb-0 text-wrap">
+                                    <span t-field="sale_order.x_fc_claim_approval_date"
+                                          t-options="{'widget': 'date'}"/>
+                                </td>
+                            </tr>
+                            <tr t-if="sale_order.x_fc_adp_delivery_date">
+                                <th class="ps-0 pb-0">Delivery Date:</th>
+                                <td class="w-100 pb-0 text-wrap">
+                                    <span t-field="sale_order.x_fc_adp_delivery_date"
+                                          t-options="{'widget': 'date'}"/>
+                                </td>
+                            </tr>
+                        </tbody>
+                    </table>
+                </div>
+            </t>
+        </xpath>
+
+        <!-- Add funding breakdown before totals -->
         <xpath expr="//div[@id='total']" position="before">
             <t t-if="sale_order.x_fc_is_adp_sale and sale_order.x_fc_client_type == 'REG'">
                 <div class="alert alert-info mb-3 py-2">
@@ -27,10 +151,19 @@
                     </span>
                 </div>
             </t>
+            <t t-if="sale_order.x_fc_is_adp_sale and sale_order.x_fc_client_type and sale_order.x_fc_client_type != 'REG'">
+                <div class="alert alert-success mb-3 py-2">
+                    <strong>ADP Assisted Devices Program Order</strong><br/>
+                    This order is fully funded through ADP. No payment is required from you.
+                </div>
+            </t>
         </xpath>
     </template>
 
-    <!-- Override payment amount selector to show client portion for ADP -->
+
+    <!-- ================================================================
+         3. PAYMENT MODAL: Show client portion in amount selector
+         ================================================================ -->
     <template id="sale_order_portal_pay_amount_adp"
               inherit_id="sale.sale_order_portal_pay_modal_amount_selector"
               name="Fusion: ADP Payment Amount Selector">
@@ -61,4 +194,5 @@
             </button>
         </xpath>
     </template>
+
 </odoo>