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gsinghpal
2026-02-22 01:22:18 -05:00
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fusion_authorizer_portal/models/res_partner.py Normal file
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# -*- coding: utf-8 -*-
from odoo import api, fields, models, _
from odoo.exceptions import UserError
from markupsafe import Markup, escape
import logging
_logger = logging.getLogger(__name__)
class ResPartner(models.Model):
_inherit = 'res.partner'
# Portal Role Flags
is_authorizer = fields.Boolean(
string='Is Authorizer',
default=False,
help='Check if this partner is an Authorizer (OT/Therapist) who can access the Authorizer Portal',
)
is_sales_rep_portal = fields.Boolean(
string='Is Sales Rep (Portal)',
default=False,
help='Check if this partner is a Sales Rep who can access the Sales Rep Portal',
)
is_client_portal = fields.Boolean(
string='Is Client (Portal)',
default=False,
help='Check if this partner can access the Funding Claims Portal to view their claims',
)
is_technician_portal = fields.Boolean(
string='Is Technician (Portal)',
default=False,
help='Check if this partner is a Field Technician who can access the Technician Portal for deliveries',
)
# Computed field for assigned deliveries (for technicians)
assigned_delivery_count = fields.Integer(
string='Assigned Deliveries',
compute='_compute_assigned_delivery_count',
help='Number of sale orders assigned to this partner as delivery technician',
)
# Geocoding coordinates (for travel time calculations)
x_fc_latitude = fields.Float(
string='Latitude',
digits=(10, 7),
help='GPS latitude of the partner address (auto-geocoded)',
)
x_fc_longitude = fields.Float(
string='Longitude',
digits=(10, 7),
help='GPS longitude of the partner address (auto-geocoded)',
)
# Link to portal user account
authorizer_portal_user_id = fields.Many2one(
'res.users',
string='Portal User Account',
help='The portal user account linked to this authorizer/sales rep',
copy=False,
)
# Portal access status tracking
portal_access_status = fields.Selection(
selection=[
('no_access', 'No Access'),
('invited', 'Invited'),
('active', 'Active'),
],
string='Portal Status',
compute='_compute_portal_access_status',
store=True,
help='Tracks portal access: No Access = no portal user, Invited = user created but never logged in, Active = user has logged in',
)
# Computed counts
assigned_case_count = fields.Integer(
string='Assigned Cases',
compute='_compute_assigned_case_count',
help='Number of sale orders assigned to this partner as authorizer',
)
assessment_count = fields.Integer(
string='Assessments',
compute='_compute_assessment_count',
help='Number of assessments linked to this partner',
)
@api.depends('authorizer_portal_user_id', 'authorizer_portal_user_id.login_date')
def _compute_portal_access_status(self):
"""Compute portal access status based on user account and login history."""
for partner in self:
if not partner.authorizer_portal_user_id:
partner.portal_access_status = 'no_access'
elif partner.authorizer_portal_user_id.login_date:
partner.portal_access_status = 'active'
else:
partner.portal_access_status = 'invited'
@api.depends('is_authorizer')
def _compute_assigned_case_count(self):
"""Count sale orders where this partner is the authorizer"""
SaleOrder = self.env['sale.order'].sudo()
for partner in self:
if partner.is_authorizer:
# Use x_fc_authorizer_id field from fusion_claims
domain = [('x_fc_authorizer_id', '=', partner.id)]
partner.assigned_case_count = SaleOrder.search_count(domain)
else:
partner.assigned_case_count = 0
@api.depends('is_authorizer', 'is_sales_rep_portal')
def _compute_assessment_count(self):
"""Count assessments where this partner is involved"""
Assessment = self.env['fusion.assessment'].sudo()
for partner in self:
count = 0
if partner.is_authorizer:
count += Assessment.search_count([('authorizer_id', '=', partner.id)])
if partner.is_sales_rep_portal and partner.authorizer_portal_user_id:
count += Assessment.search_count([('sales_rep_id', '=', partner.authorizer_portal_user_id.id)])
partner.assessment_count = count
@api.depends('is_technician_portal')
def _compute_assigned_delivery_count(self):
"""Count sale orders assigned to this partner as delivery technician"""
SaleOrder = self.env['sale.order'].sudo()
for partner in self:
if partner.is_technician_portal and partner.authorizer_portal_user_id:
# Technicians are linked via user_id in x_fc_delivery_technician_ids
domain = [('x_fc_delivery_technician_ids', 'in', [partner.authorizer_portal_user_id.id])]
partner.assigned_delivery_count = SaleOrder.search_count(domain)
else:
partner.assigned_delivery_count = 0
def _assign_portal_role_groups(self, portal_user):
"""Assign role-specific portal groups to a portal user based on contact checkboxes."""
groups_to_add = []
if self.is_technician_portal:
g = self.env.ref('fusion_authorizer_portal.group_technician_portal', raise_if_not_found=False)
if g and g not in portal_user.group_ids:
groups_to_add.append((4, g.id))
if self.is_authorizer:
g = self.env.ref('fusion_authorizer_portal.group_authorizer_portal', raise_if_not_found=False)
if g and g not in portal_user.group_ids:
groups_to_add.append((4, g.id))
if self.is_sales_rep_portal:
g = self.env.ref('fusion_authorizer_portal.group_sales_rep_portal', raise_if_not_found=False)
if g and g not in portal_user.group_ids:
groups_to_add.append((4, g.id))
if groups_to_add:
portal_user.sudo().write({'group_ids': groups_to_add})
def _assign_internal_role_groups(self, internal_user):
"""Assign backend groups to an internal user based on contact checkboxes.
Also sets x_fc_is_field_staff so the user appears in technician/staff dropdowns.
Returns list of group names that were added."""
added = []
needs_field_staff = False
if self.is_technician_portal:
# Add Field Technician group
g = self.env.ref('fusion_claims.group_field_technician', raise_if_not_found=False)
if g and g not in internal_user.group_ids:
internal_user.sudo().write({'group_ids': [(4, g.id)]})
added.append('Field Technician')
needs_field_staff = True
if self.is_sales_rep_portal:
# Internal sales reps don't need a portal group but should show in staff dropdowns
added.append('Sales Rep (internal)')
needs_field_staff = True
if self.is_authorizer:
# Internal authorizers already have full backend access
added.append('Authorizer (internal)')
# Mark as field staff so they appear in technician/delivery dropdowns
if needs_field_staff and hasattr(internal_user, 'x_fc_is_field_staff'):
if not internal_user.x_fc_is_field_staff:
internal_user.sudo().write({'x_fc_is_field_staff': True})
added.append('Field Staff')
return added
def action_grant_portal_access(self):
"""Grant portal access to this partner, or update permissions for existing users."""
self.ensure_one()
if not self.email:
raise UserError(_('Please set an email address before granting portal access.'))
email_normalized = self.email.strip().lower()
# ── Step 1: Find existing user ──
# Search by partner_id first (direct link)
existing_user = self.env['res.users'].sudo().search([
('partner_id', '=', self.id),
], limit=1)
# If not found by partner, search by email (handles internal users
# whose auto-created partner is different from this contact)
if not existing_user:
existing_user = self.env['res.users'].sudo().search([
'|',
('login', '=ilike', email_normalized),
('email', '=ilike', email_normalized),
], limit=1)
# ── Step 2: Handle existing user ──
if existing_user:
from datetime import datetime
self.authorizer_portal_user_id = existing_user
if not existing_user.share:
# ── INTERNAL user: assign backend groups, do NOT add portal ──
groups_added = self._assign_internal_role_groups(existing_user)
groups_text = ', '.join(groups_added) if groups_added else 'No new groups needed'
chatter_msg = Markup(
'<div style="border: 1px solid #6f42c1; border-radius: 4px; overflow: hidden; margin: 8px 0;">'
'<div style="background: #6f42c1; color: white; padding: 10px 12px; font-weight: 600;">'
'<i class="fa fa-user-circle"></i> Internal User &mdash; Permissions Updated'
'</div>'
'<div style="padding: 12px; background: #f8f5ff;">'
'<table style="font-size: 13px; width: 100%;">'
f'<tr><td style="padding: 4px 12px 4px 0; font-weight: 500;">User:</td><td>{escape(existing_user.name)} (ID: {existing_user.id})</td></tr>'
f'<tr><td style="padding: 4px 12px 4px 0; font-weight: 500;">Login:</td><td>{escape(existing_user.login)}</td></tr>'
f'<tr><td style="padding: 4px 12px 4px 0; font-weight: 500;">Type:</td><td>Internal (backend) user</td></tr>'
f'<tr><td style="padding: 4px 12px 4px 0; font-weight: 500;">Groups added:</td><td>{escape(groups_text)}</td></tr>'
f'<tr><td style="padding: 4px 12px 4px 0; font-weight: 500;">Updated by:</td><td>{escape(self.env.user.name)}</td></tr>'
f'<tr><td style="padding: 4px 12px 4px 0; font-weight: 500;">Updated at:</td><td>{datetime.now().strftime("%Y-%m-%d %H:%M:%S")}</td></tr>'
'</table>'
'</div>'
'</div>'
)
self.message_post(body=chatter_msg, message_type='notification', subtype_xmlid='mail.mt_note')
notify_msg = _('Internal user detected. Backend permissions updated: %s') % groups_text
else:
# ── Existing PORTAL user: ensure role groups are set ──
portal_group = self.env.ref('base.group_portal', raise_if_not_found=False)
if portal_group and portal_group not in existing_user.group_ids:
existing_user.sudo().write({'group_ids': [(4, portal_group.id)]})
self._assign_portal_role_groups(existing_user)
chatter_msg = Markup(
'<div style="border: 1px solid #17a2b8; border-radius: 4px; overflow: hidden; margin: 8px 0;">'
'<div style="background: #17a2b8; color: white; padding: 10px 12px; font-weight: 600;">'
'<i class="fa fa-check-circle"></i> Portal Access &mdash; Roles Updated'
'</div>'
'<div style="padding: 12px; background: #f0f9ff;">'
'<table style="font-size: 13px; width: 100%;">'
f'<tr><td style="padding: 4px 12px 4px 0; font-weight: 500;">Status:</td><td>Portal user exists &mdash; roles updated</td></tr>'
f'<tr><td style="padding: 4px 12px 4px 0; font-weight: 500;">User:</td><td>{escape(existing_user.name)} (ID: {existing_user.id})</td></tr>'
f'<tr><td style="padding: 4px 12px 4px 0; font-weight: 500;">Login:</td><td>{escape(existing_user.login)}</td></tr>'
f'<tr><td style="padding: 4px 12px 4px 0; font-weight: 500;">Checked by:</td><td>{escape(self.env.user.name)}</td></tr>'
f'<tr><td style="padding: 4px 12px 4px 0; font-weight: 500;">Checked at:</td><td>{datetime.now().strftime("%Y-%m-%d %H:%M:%S")}</td></tr>'
'</table>'
'</div>'
'</div>'
)
self.message_post(body=chatter_msg, message_type='notification', subtype_xmlid='mail.mt_note')
notify_msg = _('Portal user already exists — role groups updated (User ID: %s).') % existing_user.id
return {
'type': 'ir.actions.client',
'tag': 'display_notification',
'params': {
'title': _('Access Updated'),
'message': notify_msg,
'type': 'info',
'sticky': False,
}
}
# No existing user found - create portal user directly
portal_group = self.env.ref('base.group_portal', raise_if_not_found=False)
if not portal_group:
raise UserError(_('Portal group not found. Please contact administrator.'))
try:
# Create user without groups first (Odoo 17+ compatibility)
portal_user = self.env['res.users'].sudo().with_context(no_reset_password=True, knowledge_skip_onboarding_article=True).create({
'name': self.name,
'login': email_normalized,
'email': self.email,
'partner_id': self.id,
'active': True,
})
# Add portal group after creation
portal_user.sudo().write({
'group_ids': [(6, 0, [portal_group.id])],
})
# Assign role-specific portal groups based on contact checkboxes
self._assign_portal_role_groups(portal_user)
self.authorizer_portal_user_id = portal_user
# Create welcome Knowledge article for the user
self._create_welcome_article(portal_user)
# Send professional portal invitation email
email_sent = False
try:
email_sent = self._send_portal_invitation_email(portal_user)
except Exception as mail_error:
_logger.warning(f"Could not send portal invitation email: {mail_error}")
# Post message in chatter
sent_by = self.env.user.name
from datetime import datetime
sent_at = datetime.now().strftime('%Y-%m-%d %H:%M:%S')
if email_sent:
status_text = '<span style="color: green;">Invitation email sent successfully</span>'
border_color = '#28a745'
header_bg = '#28a745'
body_bg = '#f0fff0'
else:
status_text = '<span style="color: orange;">User created but email could not be sent</span>'
border_color = '#fd7e14'
header_bg = '#fd7e14'
body_bg = '#fff8f0'
chatter_msg = Markup(
f'<div style="border: 1px solid {border_color}; border-radius: 4px; overflow: hidden; margin: 8px 0;">'
f'<div style="background: {header_bg}; color: white; padding: 10px 12px; font-weight: 600;">'
'<i class="fa fa-envelope"></i> Portal Access Granted'
'</div>'
f'<div style="padding: 12px; background: {body_bg};">'
'<table style="font-size: 13px; width: 100%;">'
f'<tr><td style="padding: 4px 12px 4px 0; font-weight: 500;">Email:</td><td>{self.email}</td></tr>'
f'<tr><td style="padding: 4px 12px 4px 0; font-weight: 500;">Sent by:</td><td>{sent_by}</td></tr>'
f'<tr><td style="padding: 4px 12px 4px 0; font-weight: 500;">Sent at:</td><td>{sent_at}</td></tr>'
f'<tr><td style="padding: 4px 12px 4px 0; font-weight: 500;">User ID:</td><td>{portal_user.id}</td></tr>'
f'<tr><td style="padding: 4px 12px 4px 0; font-weight: 500;">Status:</td><td>{status_text}</td></tr>'
'</table>'
'</div>'
'</div>'
)
self.message_post(body=chatter_msg, message_type='notification', subtype_xmlid='mail.mt_note')
return {
'type': 'ir.actions.client',
'tag': 'display_notification',
'params': {
'title': _('Portal Access Granted'),
'message': _('Portal user created for %s. A password reset email has been sent.') % self.email,
'type': 'success',
'sticky': False,
}
}
except Exception as e:
_logger.error(f"Failed to create portal user: {e}")
raise UserError(_('Failed to create portal user: %s') % str(e))
def _create_welcome_article(self, portal_user):
"""Create a role-specific welcome Knowledge article for the new portal user.
Determines the role from partner flags and renders the matching template.
The article is private to the user and set as a favorite.
"""
self.ensure_one()
# Check if Knowledge module is installed
if 'knowledge.article' not in self.env:
_logger.info("Knowledge module not installed, skipping welcome article")
return
# Determine role and template
if self.is_technician_portal:
template_xmlid = 'fusion_authorizer_portal.welcome_article_technician'
icon = '🔧'
title = f"Welcome {self.name} - Technician Portal"
elif self.is_authorizer:
template_xmlid = 'fusion_authorizer_portal.welcome_article_authorizer'
icon = '📋'
title = f"Welcome {self.name} - Authorizer Portal"
elif self.is_sales_rep_portal:
template_xmlid = 'fusion_authorizer_portal.welcome_article_sales_rep'
icon = '💼'
title = f"Welcome {self.name} - Sales Portal"
elif self.is_client_portal:
template_xmlid = 'fusion_authorizer_portal.welcome_article_client'
icon = '👤'
title = f"Welcome {self.name}"
else:
template_xmlid = 'fusion_authorizer_portal.welcome_article_client'
icon = '👋'
title = f"Welcome {self.name}"
company = self.env.company
render_ctx = {
'user_name': self.name or 'Valued Partner',
'company_name': company.name or 'Our Company',
'company_email': company.email or '',
'company_phone': company.phone or '',
}
try:
body = self.env['ir.qweb']._render(
template_xmlid,
render_ctx,
minimal_qcontext=True,
raise_if_not_found=False,
)
if not body:
_logger.warning(f"Welcome article template not found: {template_xmlid}")
return
article = self.env['knowledge.article'].sudo().create({
'name': title,
'icon': icon,
'body': body,
'internal_permission': 'none',
'is_article_visible_by_everyone': False,
'article_member_ids': [(0, 0, {
'partner_id': self.id,
'permission': 'write',
})],
'favorite_ids': [(0, 0, {
'sequence': 0,
'user_id': portal_user.id,
})],
})
_logger.info(f"Created welcome article '{title}' (ID: {article.id}) for {self.name}")
except Exception as e:
_logger.warning(f"Failed to create welcome article for {self.name}: {e}")
def _send_portal_invitation_email(self, portal_user, is_resend=False):
"""Send a professional portal invitation email to the partner.
Generates a signup URL and sends a branded invitation email
instead of the generic Odoo password reset email.
Returns True if email was sent successfully, False otherwise.
"""
self.ensure_one()
# Generate signup token and build URL
partner = portal_user.sudo().partner_id
# Set signup type to 'signup' - this auto-logs in after password is set
partner.signup_prepare(signup_type='signup')
# Use Odoo's built-in URL generation with signup_email context
# so the email is pre-filled and user just sets password
signup_urls = partner.with_context(
signup_valid=True,
create_user=True,
)._get_signup_url_for_action()
signup_url = signup_urls.get(partner.id)
if not signup_url:
base_url = self.env['ir.config_parameter'].sudo().get_param('web.base.url')
signup_url = f"{base_url}/web/reset_password"
_logger.warning(f"Could not generate signup URL for {self.email}, using generic reset page")
company = self.env.company
company_name = company.name or 'Our Company'
base_url = self.env['ir.config_parameter'].sudo().get_param('web.base.url')
partner_name = self.name or 'Valued Partner'
subject = f"You're Invited to the {company_name} Portal" if not is_resend else f"Portal Access Reminder - {company_name}"
invite_text = 'We are pleased to invite you' if not is_resend else 'This is a reminder that you have been invited'
body_html = (
f'<div style="font-family:-apple-system,BlinkMacSystemFont,\'Segoe UI\',Roboto,Arial,sans-serif;'
f'max-width:600px;margin:0 auto;color:#2d3748;">'
f'<div style="height:4px;background-color:#2B6CB0;"></div>'
f'<div style="background:#ffffff;padding:32px 28px;border:1px solid #e2e8f0;border-top:none;">'
f'<p style="color:#2B6CB0;font-size:13px;font-weight:600;letter-spacing:0.5px;'
f'text-transform:uppercase;margin:0 0 24px 0;">{company_name}</p>'
f'<h2 style="color:#1a202c;font-size:22px;font-weight:700;margin:0 0 6px 0;">Portal Invitation</h2>'
f'<p style="color:#718096;font-size:15px;line-height:1.5;margin:0 0 24px 0;">'
f'Dear {partner_name}, {invite_text} to access the <strong>{company_name} Portal</strong>.</p>'
f'<p style="color:#2d3748;font-size:14px;line-height:1.6;margin:0 0 20px 0;">'
f'With the portal you can:</p>'
f'<ul style="color:#2d3748;font-size:14px;line-height:1.8;margin:0 0 24px 0;padding-left:20px;">'
f'<li>View and manage your assigned cases</li>'
f'<li>Complete assessments online</li>'
f'<li>Track application status and progress</li>'
f'<li>Access important documents</li></ul>'
f'<p style="text-align:center;margin:28px 0;">'
f'<a href="{signup_url}" style="display:inline-block;background:#2B6CB0;color:#ffffff;'
f'padding:12px 28px;text-decoration:none;border-radius:6px;font-size:14px;font-weight:600;">'
f'Accept Invitation &amp; Set Password</a></p>'
f'<p style="font-size:12px;color:#718096;text-align:center;margin:0 0 20px 0;">'
f'If the button does not work, copy this link: '
f'<a href="{signup_url}" style="color:#2B6CB0;word-break:break-all;">{signup_url}</a></p>'
f'<div style="border-left:3px solid #2B6CB0;padding:12px 16px;margin:0 0 24px 0;background:#f7fafc;">'
f'<p style="margin:0;font-size:14px;color:#2d3748;">'
f'After setting your password, access the portal anytime at: '
f'<a href="{base_url}/my" style="color:#2B6CB0;">{base_url}/my</a></p></div>'
f'<p style="color:#2d3748;font-size:14px;line-height:1.6;margin:24px 0 0 0;">'
f'Best regards,<br/><strong>{company_name} Team</strong></p>'
f'</div>'
f'<div style="padding:16px 28px;text-align:center;">'
f'<p style="color:#a0aec0;font-size:11px;margin:0;">'
f'This is an automated message from {company_name}.</p></div></div>'
)
mail_values = {
'subject': subject,
'body_html': body_html,
'email_to': self.email,
'email_from': company.email or self.env.user.email or 'noreply@example.com',
'auto_delete': True,
}
try:
mail = self.env['mail.mail'].sudo().create(mail_values)
mail.send()
_logger.info(f"Portal invitation email sent to {self.email}")
return True
except Exception as e:
_logger.error(f"Failed to send portal invitation email to {self.email}: {e}")
return False
def action_resend_portal_invitation(self):
"""Resend portal invitation email to an existing portal user."""
self.ensure_one()
if not self.authorizer_portal_user_id:
raise UserError(_('No portal user found for this contact. Use "Send Portal Invitation" instead.'))
portal_user = self.authorizer_portal_user_id
# Send professional portal invitation email
email_sent = False
try:
email_sent = self._send_portal_invitation_email(portal_user, is_resend=True)
except Exception as mail_error:
_logger.warning(f"Could not send portal invitation email: {mail_error}")
# Post in chatter
from datetime import datetime
sent_by = self.env.user.name
sent_at = datetime.now().strftime('%Y-%m-%d %H:%M:%S')
if email_sent:
chatter_msg = Markup(
'<div style="border: 1px solid #17a2b8; border-radius: 4px; overflow: hidden; margin: 8px 0;">'
'<div style="background: #17a2b8; color: white; padding: 10px 12px; font-weight: 600;">'
'<i class="fa fa-refresh"></i> Portal Invitation Resent'
'</div>'
'<div style="padding: 12px; background: #f0f9ff;">'
'<table style="font-size: 13px; width: 100%%;">'
f'<tr><td style="padding: 4px 12px 4px 0; font-weight: 500;">Email:</td><td>{self.email}</td></tr>'
f'<tr><td style="padding: 4px 12px 4px 0; font-weight: 500;">Sent by:</td><td>{sent_by}</td></tr>'
f'<tr><td style="padding: 4px 12px 4px 0; font-weight: 500;">Sent at:</td><td>{sent_at}</td></tr>'
f'<tr><td style="padding: 4px 12px 4px 0; font-weight: 500;">User ID:</td><td>{portal_user.id}</td></tr>'
'<tr><td style="padding: 4px 12px 4px 0; font-weight: 500;">Status:</td>'
'<td style="color: green;">Invitation email resent successfully</td></tr>'
'</table>'
'</div>'
'</div>'
)
else:
chatter_msg = Markup(
'<div style="border: 1px solid #fd7e14; border-radius: 4px; overflow: hidden; margin: 8px 0;">'
'<div style="background: #fd7e14; color: white; padding: 10px 12px; font-weight: 600;">'
'<i class="fa fa-refresh"></i> Portal Invitation Resend Attempted'
'</div>'
'<div style="padding: 12px; background: #fff8f0;">'
'<table style="font-size: 13px; width: 100%%;">'
f'<tr><td style="padding: 4px 12px 4px 0; font-weight: 500;">Email:</td><td>{self.email}</td></tr>'
f'<tr><td style="padding: 4px 12px 4px 0; font-weight: 500;">Sent by:</td><td>{sent_by}</td></tr>'
f'<tr><td style="padding: 4px 12px 4px 0; font-weight: 500;">Sent at:</td><td>{sent_at}</td></tr>'
'<tr><td style="padding: 4px 12px 4px 0; font-weight: 500;">Status:</td>'
'<td style="color: orange;">Email could not be sent - check mail configuration</td></tr>'
'</table>'
'</div>'
'</div>'
)
self.message_post(body=chatter_msg, message_type='notification', subtype_xmlid='mail.mt_note')
return {
'type': 'ir.actions.client',
'tag': 'display_notification',
'params': {
'title': _('Portal Invitation Resent') if email_sent else _('Email Failed'),
'message': _('Portal invitation resent to %s.') % self.email if email_sent else _('Could not send email. Check mail configuration.'),
'type': 'success' if email_sent else 'warning',
'sticky': False,
}
}
def action_view_assigned_cases(self):
"""Open the list of assigned sale orders"""
self.ensure_one()
return {
'type': 'ir.actions.act_window',
'name': _('Assigned Cases'),
'res_model': 'sale.order',
'view_mode': 'list,form',
'domain': [('x_fc_authorizer_id', '=', self.id)],
'context': {'default_x_fc_authorizer_id': self.id},
}
def action_view_assessments(self):
"""Open the list of assessments for this partner"""
self.ensure_one()
domain = []
if self.is_authorizer:
domain = [('authorizer_id', '=', self.id)]
elif self.is_sales_rep_portal and self.authorizer_portal_user_id:
domain = [('sales_rep_id', '=', self.authorizer_portal_user_id.id)]
return {
'type': 'ir.actions.act_window',
'name': _('Assessments'),
'res_model': 'fusion.assessment',
'view_mode': 'list,form',
'domain': domain,
}
# ==================== BATCH ACTIONS ====================
def action_mark_as_authorizer(self):
"""Batch action to mark selected contacts as authorizers"""
self.write({'is_authorizer': True})
return {
'type': 'ir.actions.client',
'tag': 'display_notification',
'params': {
'title': _('Authorizers Updated'),
'message': _('%d contact(s) marked as authorizer.') % len(self),
'type': 'success',
'sticky': False,
}
}
def action_batch_send_portal_invitation(self):
"""Batch action to send portal invitations to selected authorizers"""
sent_count = 0
skipped_no_email = 0
skipped_not_authorizer = 0
skipped_has_access = 0
errors = []
for partner in self:
if not partner.is_authorizer:
skipped_not_authorizer += 1
continue
if not partner.email:
skipped_no_email += 1
continue
if partner.authorizer_portal_user_id:
skipped_has_access += 1
continue
try:
partner.action_grant_portal_access()
sent_count += 1
except Exception as e:
errors.append(f"{partner.name}: {str(e)}")
# Build result message
messages = []
if sent_count:
messages.append(_('%d invitation(s) sent successfully.') % sent_count)
if skipped_not_authorizer:
messages.append(_('%d skipped (not marked as authorizer).') % skipped_not_authorizer)
if skipped_no_email:
messages.append(_('%d skipped (no email).') % skipped_no_email)
if skipped_has_access:
messages.append(_('%d skipped (already has portal access).') % skipped_has_access)
if errors:
messages.append(_('%d error(s) occurred.') % len(errors))
return {
'type': 'ir.actions.client',
'tag': 'display_notification',
'params': {
'title': _('Portal Invitations'),
'message': ' '.join(messages),
'type': 'success' if sent_count and not errors else 'warning' if not errors else 'danger',
'sticky': True if errors else False,
}
}
def action_mark_and_send_invitation(self):
"""Combined action: mark as authorizer and send invitation"""
self.action_mark_as_authorizer()
return self.action_batch_send_portal_invitation()
def action_view_assigned_deliveries(self):
"""Open the list of assigned deliveries for technician"""
self.ensure_one()
if not self.authorizer_portal_user_id:
raise UserError(_('This partner does not have a portal user account.'))
return {
'type': 'ir.actions.act_window',
'name': _('Assigned Deliveries'),
'res_model': 'sale.order',
'view_mode': 'list,form',
'domain': [('x_fc_delivery_technician_ids', 'in', [self.authorizer_portal_user_id.id])],
}
def action_mark_as_technician(self):
"""Batch action to mark selected contacts as technicians"""
self.write({'is_technician_portal': True})
return {
'type': 'ir.actions.client',
'tag': 'display_notification',
'params': {
'title': _('Technicians Updated'),
'message': _('%d contact(s) marked as technician.') % len(self),
'type': 'success',
'sticky': False,
}
}
# ------------------------------------------------------------------
# GEOCODING
# ------------------------------------------------------------------
def _geocode_address(self):
"""Geocode partner address using Google Geocoding API and cache lat/lng."""
import requests as http_requests
api_key = self.env['ir.config_parameter'].sudo().get_param(
'fusion_claims.google_maps_api_key', ''
)
if not api_key:
return
for partner in self:
parts = [partner.street, partner.city,
partner.state_id.name if partner.state_id else '',
partner.zip]
address = ', '.join([p for p in parts if p])
if not address:
continue
try:
resp = http_requests.get(
'https://maps.googleapis.com/maps/api/geocode/json',
params={'address': address, 'key': api_key, 'region': 'ca'},
timeout=10,
)
data = resp.json()
if data.get('status') == 'OK' and data.get('results'):
loc = data['results'][0]['geometry']['location']
partner.write({
'x_fc_latitude': loc['lat'],
'x_fc_longitude': loc['lng'],
})
except Exception as e:
_logger.warning(f"Geocoding failed for partner {partner.id}: {e}")
def write(self, vals):
"""Override write to auto-geocode when address changes."""
res = super().write(vals)
address_fields = {'street', 'city', 'state_id', 'zip', 'country_id'}
if address_fields & set(vals.keys()):
# Check if distance matrix is enabled before geocoding
enabled = self.env['ir.config_parameter'].sudo().get_param(
'fusion_claims.google_distance_matrix_enabled', False
)
if enabled:
self._geocode_address()
return res