admin/Odoo-Modules
1
0
Fork 0
Code Issues Pull Requests Actions Packages Projects Releases Wiki Activity

Initial commit

Browse Source
This commit is contained in:
gsinghpal
2026-02-22 01:22:18 -05:00
commit 5200d5baf0
2394 changed files with 386834 additions and 0 deletions
Download Patch File Download Diff File Expand all files Collapse all files

258
fusion_authorizer_portal/views/assessment_views.xml Normal file
View File

@@ -0,0 +1,258 @@
<?xml version="1.0" encoding="utf-8"?>
<odoo>
<!-- Assessment Tree View -->
<record id="view_fusion_assessment_tree" model="ir.ui.view">
<field name="name">fusion.assessment.tree</field>
<field name="model">fusion.assessment</field>
<field name="arch" type="xml">
<list string="Assessments" decoration-info="state == 'draft'" decoration-warning="state == 'pending_signature'" decoration-success="state == 'completed'" decoration-muted="state == 'cancelled'">
<field name="reference"/>
<field name="client_name"/>
<field name="assessment_date"/>
<field name="sales_rep_id"/>
<field name="authorizer_id"/>
<field name="state" widget="badge" decoration-info="state == 'draft'" decoration-warning="state == 'pending_signature'" decoration-success="state == 'completed'" decoration-danger="state == 'cancelled'"/>
<field name="signatures_complete" widget="boolean"/>
<field name="sale_order_id"/>
</list>
</field>
</record>
<!-- Assessment Form View -->
<record id="view_fusion_assessment_form" model="ir.ui.view">
<field name="name">fusion.assessment.form</field>
<field name="model">fusion.assessment</field>
<field name="arch" type="xml">
<form string="Assessment">
<header>
<button name="action_mark_pending_signature" type="object" string="Mark Pending Signature" class="btn-primary" invisible="state != 'draft'"/>
<button name="action_complete" type="object" string="Complete Assessment" class="btn-success" invisible="state not in ['draft', 'pending_signature']"/>
<button name="action_cancel" type="object" string="Cancel" invisible="state in ['completed', 'cancelled']"/>
<button name="action_reset_draft" type="object" string="Reset to Draft" invisible="state != 'cancelled'"/>
<field name="state" widget="statusbar" statusbar_visible="draft,pending_signature,completed"/>
</header>
<sheet>
<div class="oe_button_box" name="button_box">
<button name="action_view_documents" type="object" class="oe_stat_button" icon="fa-file-pdf-o">
<field name="document_count" string="Documents" widget="statinfo"/>
</button>
<button name="action_view_sale_order" type="object" class="oe_stat_button" icon="fa-shopping-cart" invisible="not sale_order_id">
<span class="o_stat_text">Sale Order</span>
</button>
</div>
<div class="oe_title">
<h1>
<field name="reference" readonly="1"/>
</h1>
</div>
<group>
<group string="Client Information">
<field name="client_name"/>
<field name="client_first_name"/>
<field name="client_last_name"/>
<field name="client_phone"/>
<field name="client_mobile"/>
<field name="client_email"/>
<field name="client_dob"/>
<field name="client_health_card"/>
</group>
<group string="Address">
<field name="client_street"/>
<field name="client_city"/>
<field name="client_state"/>
<field name="client_postal_code"/>
<field name="client_country_id"/>
</group>
</group>
<group>
<group string="Assessment Details">
<field name="assessment_date"/>
<field name="assessment_location"/>
<field name="assessment_location_notes"/>
</group>
<group string="Participants">
<field name="sales_rep_id"/>
<field name="authorizer_id"/>
<field name="partner_id"/>
<field name="create_new_partner"/>
</group>
</group>
<group>
<group string="Client References">
<field name="client_reference_1"/>
<field name="client_reference_2"/>
</group>
</group>
<notebook>
<page string="Wheelchair Specifications" name="specs">
<group>
<group string="Seat Measurements">
<field name="seat_width"/>
<field name="seat_depth"/>
<field name="seat_to_floor_height"/>
<field name="seat_angle"/>
</group>
<group string="Back &amp; Arms">
<field name="back_height"/>
<field name="back_angle"/>
<field name="armrest_height"/>
<field name="footrest_length"/>
</group>
</group>
<group>
<group string="Overall Dimensions">
<field name="overall_width"/>
<field name="overall_length"/>
<field name="overall_height"/>
</group>
<group string="Client Measurements">
<field name="client_weight"/>
<field name="client_height"/>
</group>
</group>
</page>
<page string="Product Types" name="products">
<group>
<group>
<field name="cushion_type"/>
<field name="cushion_notes"/>
<field name="backrest_type"/>
<field name="backrest_notes"/>
</group>
<group>
<field name="frame_type"/>
<field name="frame_notes"/>
<field name="wheel_type"/>
<field name="wheel_notes"/>
</group>
</group>
</page>
<page string="Needs &amp; Requirements" name="needs">
<group>
<field name="diagnosis"/>
<field name="mobility_notes"/>
<field name="accessibility_notes"/>
<field name="special_requirements"/>
</group>
</page>
<page string="Signatures" name="signatures">
<group>
<group string="Page 11 - Authorizer Signature">
<field name="signature_page_11" widget="image" class="oe_avatar"/>
<field name="signature_page_11_name"/>
<field name="signature_page_11_date"/>
</group>
<group string="Page 12 - Client Signature">
<field name="signature_page_12" widget="image" class="oe_avatar"/>
<field name="signature_page_12_name"/>
<field name="signature_page_12_date"/>
</group>
</group>
<group>
<field name="signatures_complete"/>
</group>
</page>
<page string="Documents" name="documents">
<field name="document_ids">
<list string="Documents">
<field name="document_type"/>
<field name="filename"/>
<field name="revision"/>
<field name="upload_date"/>
<field name="uploaded_by"/>
</list>
</field>
</page>
<page string="Comments" name="comments">
<field name="comment_ids">
<list string="Comments">
<field name="create_date"/>
<field name="author_id"/>
<field name="comment"/>
</list>
</field>
</page>
</notebook>
<group invisible="not sale_order_id">
<field name="sale_order_id"/>
</group>
</sheet>
<div class="oe_chatter">
<field name="message_follower_ids"/>
<field name="activity_ids"/>
<field name="message_ids"/>
</div>
</form>
</field>
</record>
<!-- Assessment Search View -->
<record id="view_fusion_assessment_search" model="ir.ui.view">
<field name="name">fusion.assessment.search</field>
<field name="model">fusion.assessment</field>
<field name="arch" type="xml">
<search string="Search Assessments">
<field name="reference"/>
<field name="client_name"/>
<field name="client_email"/>
<field name="sales_rep_id"/>
<field name="authorizer_id"/>
<separator/>
<filter string="In Progress" name="draft" domain="[('state', '=', 'draft')]"/>
<filter string="Pending Signature" name="pending" domain="[('state', '=', 'pending_signature')]"/>
<filter string="Completed" name="completed" domain="[('state', '=', 'completed')]"/>
<filter string="Cancelled" name="cancelled" domain="[('state', '=', 'cancelled')]"/>
<separator/>
<filter string="My Assessments" name="my_assessments" domain="[('sales_rep_id', '=', uid)]"/>
<separator/>
<filter string="Status" name="group_state" context="{'group_by': 'state'}"/>
<filter string="Sales Rep" name="group_sales_rep" context="{'group_by': 'sales_rep_id'}"/>
<filter string="Authorizer" name="group_authorizer" context="{'group_by': 'authorizer_id'}"/>
<filter string="Date" name="group_date" context="{'group_by': 'assessment_date:month'}"/>
</search>
</field>
</record>
<!-- Assessment Action -->
<record id="action_fusion_assessment" model="ir.actions.act_window">
<field name="name">Assessments</field>
<field name="res_model">fusion.assessment</field>
<field name="view_mode">list,form</field>
<field name="search_view_id" ref="view_fusion_assessment_search"/>
<field name="context">{'search_default_my_assessments': 1}</field>
<field name="help" type="html">
<p class="o_view_nocontent_smiling_face">
Create your first assessment
</p>
<p>
Assessments are used to record wheelchair specifications and client needs.
Once completed, they will create a draft sale order for review.
</p>
</field>
</record>
<!-- Menu Items -->
<menuitem id="menu_fusion_assessment_root"
name="Assessments"
parent="fusion_claims.menu_adp_claims_root"
sequence="42"/>
<menuitem id="menu_fusion_assessment_list"
name="All Assessments"
parent="menu_fusion_assessment_root"
action="action_fusion_assessment"
sequence="10"/>
</odoo>

171
fusion_authorizer_portal/views/pdf_template_views.xml Normal file
View File

@@ -0,0 +1,171 @@
<?xml version="1.0" encoding="utf-8"?>
<odoo>
<!-- ============================================================ -->
<!-- PDF Template - Form View -->
<!-- ============================================================ -->
<record id="fusion_pdf_template_form" model="ir.ui.view">
<field name="name">fusion.pdf.template.form</field>
<field name="model">fusion.pdf.template</field>
<field name="arch" type="xml">
<form string="PDF Template">
<header>
<button name="action_activate" string="Activate" type="object"
class="btn-primary"
invisible="state != 'draft'"/>
<button name="action_archive" string="Archive" type="object"
class="btn-secondary"
invisible="state != 'active'"/>
<button name="action_reset_draft" string="Reset to Draft" type="object"
class="btn-secondary"
invisible="state != 'archived'"/>
<field name="state" widget="statusbar" statusbar_visible="draft,active"/>
</header>
<sheet>
<div class="oe_title">
<h1>
<field name="name" placeholder="e.g., ADP Page 11 - Consent"/>
</h1>
</div>
<group>
<group>
<field name="category"/>
<field name="version"/>
<field name="page_count"/>
</group>
<group>
<field name="pdf_file" filename="pdf_filename"/>
<field name="pdf_filename" invisible="1"/>
<field name="field_count"/>
</group>
</group>
<div class="alert alert-info" role="alert" style="margin: 10px 0;">
<strong>How to use:</strong>
1. Upload the agency's PDF form above.
2. Upload page preview images (screenshots/photos of each page) in the Previews tab.
3. Click "Open Field Editor" to visually position fields on the PDF.
4. Activate the template when ready.
</div>
<div class="d-flex gap-2 mb-3">
<button name="action_generate_previews" string="Generate Page Previews"
type="object" class="btn-secondary"
icon="fa-image"
invisible="not pdf_file"/>
<button name="action_open_field_editor" string="Open Field Editor"
type="object" class="btn-primary"
icon="fa-pencil-square-o"
invisible="not pdf_file"/>
</div>
<notebook>
<page string="Fields" name="fields">
<field name="field_ids">
<list editable="bottom">
<field name="sequence" widget="handle"/>
<field name="page"/>
<field name="name"/>
<field name="label"/>
<field name="field_type"/>
<field name="field_key"/>
<field name="pos_x"/>
<field name="pos_y"/>
<field name="width"/>
<field name="height"/>
<field name="font_size"/>
<field name="font_name"/>
<field name="default_value"/>
<field name="is_active"/>
</list>
</field>
</page>
<page string="Page Previews" name="previews">
<field name="preview_ids">
<list editable="bottom">
<field name="page"/>
<field name="image" widget="image" options="{'size': [200, 200]}"/>
<field name="image_filename"/>
</list>
</field>
</page>
<page string="Notes" name="notes">
<field name="notes" placeholder="Usage notes, which assessments use this template..."/>
</page>
</notebook>
</sheet>
</form>
</field>
</record>
<!-- ============================================================ -->
<!-- PDF Template - List View -->
<!-- ============================================================ -->
<record id="fusion_pdf_template_list" model="ir.ui.view">
<field name="name">fusion.pdf.template.list</field>
<field name="model">fusion.pdf.template</field>
<field name="arch" type="xml">
<list>
<field name="name"/>
<field name="category"/>
<field name="version"/>
<field name="page_count"/>
<field name="field_count"/>
<field name="state" widget="badge"
decoration-success="state == 'active'"
decoration-info="state == 'draft'"
decoration-muted="state == 'archived'"/>
</list>
</field>
</record>
<!-- ============================================================ -->
<!-- PDF Template - Search View -->
<!-- ============================================================ -->
<record id="fusion_pdf_template_search" model="ir.ui.view">
<field name="name">fusion.pdf.template.search</field>
<field name="model">fusion.pdf.template</field>
<field name="arch" type="xml">
<search>
<field name="name"/>
<field name="category"/>
<filter name="active_templates" string="Active" domain="[('state', '=', 'active')]"/>
<filter name="draft_templates" string="Draft" domain="[('state', '=', 'draft')]"/>
<separator/>
<filter name="group_category" string="Agency" context="{'group_by': 'category'}"/>
<filter name="group_state" string="Status" context="{'group_by': 'state'}"/>
</search>
</field>
</record>
<!-- ============================================================ -->
<!-- PDF Template - Action -->
<!-- ============================================================ -->
<record id="action_fusion_pdf_template" model="ir.actions.act_window">
<field name="name">PDF Templates</field>
<field name="res_model">fusion.pdf.template</field>
<field name="view_mode">list,form</field>
<field name="search_view_id" ref="fusion_pdf_template_search"/>
<field name="context">{'search_default_active_templates': 1}</field>
<field name="help" type="html">
<p class="o_view_nocontent_smiling_face">
Create your first PDF template
</p>
<p>
Upload a funding agency's PDF form, position fields on it using the
visual editor, and generate filled PDFs automatically from assessment data.
</p>
</field>
</record>
<!-- ============================================================ -->
<!-- Menu Item (under Fusion Claims > Configuration) -->
<!-- ============================================================ -->
<!-- Direct under Fusion Claims > Configuration -->
<menuitem id="menu_fusion_pdf_templates"
name="PDF Templates"
parent="fusion_claims.menu_adp_config"
action="action_fusion_pdf_template"
sequence="40"/>
</odoo>

1222
fusion_authorizer_portal/views/portal_accessibility_forms.xml Normal file
View File

File diff suppressed because it is too large Load Diff

712
fusion_authorizer_portal/views/portal_accessibility_templates.xml Normal file
View File

@@ -0,0 +1,712 @@
<?xml version="1.0" encoding="UTF-8"?>
<!--
Copyright 2024-2026 Nexa Systems Inc.
License OPL-1 (Odoo Proprietary License v1.0)
Part of the Fusion Claim Assistant product family.
Accessibility Assessment Portal Templates
-->
<odoo>
<!-- ============================================================= -->
<!-- ASSESSMENT TYPE SELECTOR PAGE -->
<!-- ============================================================= -->
<template id="portal_accessibility_selector" name="Accessibility Assessment Selector">
<t t-call="portal.portal_layout">
<t t-set="breadcrumbs_searchbar" t-value="True"/>
<t t-set="no_breadcrumbs" t-value="True"/>
<div class="container py-4">
<!-- Custom Breadcrumb -->
<nav aria-label="breadcrumb" class="mb-4">
<ol class="breadcrumb">
<li class="breadcrumb-item"><a href="/my">Dashboard</a></li>
<li class="breadcrumb-item active">Accessibility Assessment</li>
</ol>
</nav>
<div class="row">
<div class="col-12">
<h2 class="mb-4">
<i class="fa fa-wheelchair text-primary"></i>
Accessibility Assessment
</h2>
<p class="text-muted mb-4">
Select the type of accessibility assessment you want to perform.
</p>
</div>
</div>
<div class="row">
<!-- Stair Lifts -->
<div class="col-md-6 col-lg-4 mb-4">
<div class="card h-100 border-0 shadow-sm">
<div class="card-body text-center">
<div class="mb-3">
<i class="fa fa-level-up fa-3x text-primary"></i>
</div>
<h5 class="card-title">Straight Stair Lift</h5>
<p class="card-text text-muted small">
Standard stair lift for straight staircases.
Includes track length calculation.
</p>
<a href="/my/accessibility/stairlift/straight" class="btn btn-primary btn-block">
<i class="fa fa-plus-circle"></i> Start Assessment
</a>
</div>
</div>
</div>
<div class="col-md-6 col-lg-4 mb-4">
<div class="card h-100 border-0 shadow-sm">
<div class="card-body text-center">
<div class="mb-3">
<i class="fa fa-refresh fa-3x text-info"></i>
</div>
<h5 class="card-title">Curved Stair Lift</h5>
<p class="card-text text-muted small">
Custom curved stair lift with parking options.
Includes curve and step calculations.
</p>
<a href="/my/accessibility/stairlift/curved" class="btn btn-info btn-block">
<i class="fa fa-plus-circle"></i> Start Assessment
</a>
</div>
</div>
</div>
<!-- VPL -->
<div class="col-md-6 col-lg-4 mb-4">
<div class="card h-100 border-0 shadow-sm">
<div class="card-body text-center">
<div class="mb-3">
<i class="fa fa-arrows-v fa-3x text-success"></i>
</div>
<h5 class="card-title">Vertical Platform Lift</h5>
<p class="card-text text-muted small">
VPL assessment with room dimensions,
power requirements, and certification.
</p>
<a href="/my/accessibility/vpl" class="btn btn-success btn-block">
<i class="fa fa-plus-circle"></i> Start Assessment
</a>
</div>
</div>
</div>
<!-- Ceiling Lift -->
<div class="col-md-6 col-lg-4 mb-4">
<div class="card h-100 border-0 shadow-sm">
<div class="card-body text-center">
<div class="mb-3">
<i class="fa fa-cloud-upload fa-3x text-warning"></i>
</div>
<h5 class="card-title">Ceiling Lift</h5>
<p class="card-text text-muted small">
Ceiling lift with track length, movement type,
and additional features.
</p>
<a href="/my/accessibility/ceiling-lift" class="btn btn-warning btn-block">
<i class="fa fa-plus-circle"></i> Start Assessment
</a>
</div>
</div>
</div>
<!-- Custom Ramp -->
<div class="col-md-6 col-lg-4 mb-4">
<div class="card h-100 border-0 shadow-sm">
<div class="card-body text-center">
<div class="mb-3">
<i class="fa fa-road fa-3x text-danger"></i>
</div>
<h5 class="card-title">Custom Ramp</h5>
<p class="card-text text-muted small">
Ramp with Ontario Building Code compliance.
Auto-calculates length and landings.
</p>
<a href="/my/accessibility/ramp" class="btn btn-danger btn-block">
<i class="fa fa-plus-circle"></i> Start Assessment
</a>
</div>
</div>
</div>
<!-- Bathroom Modifications -->
<div class="col-md-6 col-lg-4 mb-4">
<div class="card h-100 border-0 shadow-sm">
<div class="card-body text-center">
<div class="mb-3">
<i class="fa fa-bath fa-3x text-secondary"></i>
</div>
<h5 class="card-title">Bathroom Modification</h5>
<p class="card-text text-muted small">
General bathroom modifications.
Free-form description with photos.
</p>
<a href="/my/accessibility/bathroom" class="btn btn-secondary btn-block">
<i class="fa fa-plus-circle"></i> Start Assessment
</a>
</div>
</div>
</div>
<!-- Tub Cutout -->
<div class="col-md-6 col-lg-4 mb-4">
<div class="card h-100 border-0 shadow-sm">
<div class="card-body text-center">
<div class="mb-3">
<i class="fa fa-cut fa-3x" style="color: #6c5ce7;"></i>
</div>
<h5 class="card-title">Tub Cutout</h5>
<p class="card-text text-muted small">
Tub cutout assessment with internal and
external height measurements.
</p>
<a href="/my/accessibility/tub-cutout" class="btn btn-block" style="background: #6c5ce7; color: white;">
<i class="fa fa-plus-circle"></i> Start Assessment
</a>
</div>
</div>
</div>
</div>
<!-- View All Assessments Link -->
<div class="row mt-4">
<div class="col-12 text-center">
<a href="/my/accessibility/list" class="btn btn-outline-primary">
<i class="fa fa-list"></i> View All Assessments
</a>
</div>
</div>
</div>
</t>
</template>
<!-- ============================================================= -->
<!-- ASSESSMENT LIST PAGE -->
<!-- ============================================================= -->
<template id="portal_accessibility_list" name="Accessibility Assessment List">
<t t-call="portal.portal_layout">
<t t-set="breadcrumbs_searchbar" t-value="True"/>
<t t-set="no_breadcrumbs" t-value="True"/>
<div class="container py-4">
<!-- Custom Breadcrumb -->
<nav aria-label="breadcrumb" class="mb-4">
<ol class="breadcrumb">
<li class="breadcrumb-item"><a href="/my">Dashboard</a></li>
<li class="breadcrumb-item"><a href="/my/accessibility">Accessibility</a></li>
<li class="breadcrumb-item active">All Assessments</li>
</ol>
</nav>
<div class="row mb-4">
<div class="col-md-8">
<h2>
<i class="fa fa-list text-primary"></i>
My Accessibility Assessments
</h2>
</div>
<div class="col-md-4 text-right">
<a href="/my/accessibility" class="btn btn-primary">
<i class="fa fa-plus"></i> New Assessment
</a>
</div>
</div>
<t t-if="assessments">
<div class="table-responsive">
<table class="table table-hover">
<thead class="thead-light">
<tr>
<th>Reference</th>
<th>Type</th>
<th>Client</th>
<th>Date</th>
<th>Status</th>
<th>Sale Order</th>
</tr>
</thead>
<tbody>
<t t-foreach="assessments" t-as="assessment">
<tr class="o_portal_my_doc_table">
<td>
<span t-field="assessment.reference"/>
</td>
<td>
<t t-if="assessment.assessment_type == 'stairlift_straight'">
<span class="badge badge-primary">Straight Stair Lift</span>
</t>
<t t-elif="assessment.assessment_type == 'stairlift_curved'">
<span class="badge badge-info">Curved Stair Lift</span>
</t>
<t t-elif="assessment.assessment_type == 'vpl'">
<span class="badge badge-success">VPL</span>
</t>
<t t-elif="assessment.assessment_type == 'ceiling_lift'">
<span class="badge badge-warning">Ceiling Lift</span>
</t>
<t t-elif="assessment.assessment_type == 'ramp'">
<span class="badge badge-danger">Ramp</span>
</t>
<t t-elif="assessment.assessment_type == 'bathroom'">
<span class="badge badge-secondary">Bathroom</span>
</t>
<t t-elif="assessment.assessment_type == 'tub_cutout'">
<span class="badge" style="background: #6c5ce7; color: white;">Tub Cutout</span>
</t>
</td>
<td><span t-field="assessment.client_name"/></td>
<td><span t-field="assessment.assessment_date"/></td>
<td>
<t t-if="assessment.state == 'draft'">
<span class="badge badge-secondary">Draft</span>
</t>
<t t-elif="assessment.state == 'completed'">
<span class="badge badge-success">Completed</span>
</t>
<t t-elif="assessment.state == 'cancelled'">
<span class="badge badge-danger">Cancelled</span>
</t>
</td>
<td>
<t t-if="assessment.sale_order_id">
<a t-attf-href="/my/sales/case/#{assessment.sale_order_id.id}">
<span t-field="assessment.sale_order_id.name"/>
</a>
</t>
<t t-else="">-</t>
</td>
</tr>
</t>
</tbody>
</table>
</div>
<!-- Pager -->
<div class="text-center">
<t t-call="portal.pager"/>
</div>
</t>
<t t-else="">
<div class="alert alert-info text-center">
<i class="fa fa-info-circle"></i>
No accessibility assessments found.
<a href="/my/accessibility" class="alert-link">Create your first assessment</a>.
</div>
</t>
</div>
</t>
</template>
<!-- ============================================================= -->
<!-- SHARED FORM COMPONENTS -->
<!-- ============================================================= -->
<!-- Client Information Section (shared across all forms) -->
<template id="accessibility_client_info_section" name="Accessibility Client Info Section">
<div class="card mb-4">
<div class="card-header bg-primary text-white">
<h5 class="mb-0"><i class="fa fa-user"></i> Client Information</h5>
</div>
<div class="card-body">
<div class="row">
<div class="col-md-6 mb-3">
<label class="form-label">Client Name <span class="text-danger">*</span></label>
<input type="text" name="client_name" class="form-control" required="required" placeholder="Full name"/>
</div>
<div class="col-md-6 mb-3">
<label class="form-label">Assessment Date</label>
<input type="date" name="assessment_date" class="form-control" t-att-value="today"/>
</div>
</div>
<div class="row">
<div class="col-md-8 mb-3">
<label class="form-label">Street Address</label>
<input type="text" name="client_address" id="client_address" class="form-control address-autocomplete"
placeholder="Start typing address..."/>
</div>
<div class="col-md-4 mb-3">
<label class="form-label">Unit/Apt/Suite</label>
<input type="text" name="client_unit" id="client_unit" class="form-control"
placeholder="e.g., Unit 5, Apt 302"/>
</div>
</div>
<div class="row">
<div class="col-md-4 mb-3">
<label class="form-label">City</label>
<input type="text" name="client_address_city" id="client_address_city" class="form-control" placeholder="City"/>
</div>
<div class="col-md-4 mb-3">
<label class="form-label">Province</label>
<select name="client_address_province" id="client_address_province" class="form-select">
<option value="">-- Select --</option>
<option value="ON">Ontario</option>
<option value="QC">Quebec</option>
<option value="BC">British Columbia</option>
<option value="AB">Alberta</option>
<option value="MB">Manitoba</option>
<option value="SK">Saskatchewan</option>
<option value="NS">Nova Scotia</option>
<option value="NB">New Brunswick</option>
<option value="NL">Newfoundland and Labrador</option>
<option value="PE">Prince Edward Island</option>
<option value="NT">Northwest Territories</option>
<option value="YT">Yukon</option>
<option value="NU">Nunavut</option>
</select>
</div>
<div class="col-md-4 mb-3">
<label class="form-label">Postal Code</label>
<input type="text" name="client_address_postal" id="client_address_postal" class="form-control" placeholder="A1A 1A1"/>
</div>
</div>
<input type="hidden" name="client_address_street" id="client_address_street"/>
<div class="row">
<div class="col-md-6 mb-3">
<label class="form-label">Phone</label>
<input type="tel" name="client_phone" class="form-control" placeholder="(xxx) xxx-xxxx"/>
</div>
<div class="col-md-6 mb-3">
<label class="form-label">Email</label>
<input type="email" name="client_email" class="form-control" placeholder="email@example.com"/>
</div>
</div>
</div>
</div>
</template>
<!-- Photo Upload Section (shared across all forms) -->
<template id="accessibility_photo_section" name="Accessibility Photo Section">
<div class="card mb-4">
<div class="card-header" style="background: linear-gradient(135deg, #5ba848 0%, #3a8fb7 60%, #2e7aad 100%); color: white;">
<h5 class="mb-0"><i class="fa fa-camera"></i> Photos</h5>
</div>
<div class="card-body">
<div class="row">
<div class="col-12">
<label class="form-label">Attach Photos</label>
<input type="file" id="photo_upload" class="form-control" accept="image/*" multiple="multiple"/>
<small class="text-muted">You can select multiple photos. Accepted formats: JPG, PNG, GIF, WEBP</small>
</div>
</div>
<div id="photo_preview" class="row mt-3">
<!-- Photo previews will appear here -->
</div>
</div>
</div>
</template>
<!-- Notes Section (shared across all forms) -->
<template id="accessibility_notes_section" name="Accessibility Notes Section">
<div class="card mb-4">
<div class="card-header bg-light">
<h5 class="mb-0"><i class="fa fa-sticky-note"></i> General Notes</h5>
</div>
<div class="card-body">
<textarea name="notes" class="form-control" rows="3" placeholder="Any additional notes..."></textarea>
</div>
</div>
</template>
<!-- Form Submit Buttons -->
<template id="accessibility_submit_buttons" name="Accessibility Submit Buttons">
<div class="row mt-4">
<div class="col-12">
<div class="d-flex justify-content-between">
<a href="/my/accessibility" class="btn btn-outline-secondary">
<i class="fa fa-arrow-left"></i> Cancel
</a>
<div>
<button type="button" class="btn btn-outline-primary mr-2" onclick="saveAssessment(false)">
<i class="fa fa-save"></i> Save Draft
</button>
<button type="button" class="btn btn-success" onclick="saveAssessment(true)">
<i class="fa fa-check-circle"></i> Complete &amp; Create Sale Order
</button>
</div>
</div>
</div>
</div>
</template>
<!-- Google Maps + Form JavaScript -->
<template id="accessibility_form_scripts" name="Accessibility Form Scripts">
<!-- Google Maps Places API -->
<t t-if="google_maps_api_key">
<script t-attf-src="https://maps.googleapis.com/maps/api/js?key=#{google_maps_api_key}&amp;libraries=places&amp;callback=initAddressAutocomplete" async="async" defer="defer"></script>
</t>
<script type="text/javascript">
// Photo handling - Main photos
var photoDataArray = [];
// Additional photo arrays for curved stair lift
var topLandingPhotos = [];
var bottomLandingPhotos = [];
var assessmentVideoData = null;
var assessmentVideoFilename = null;
document.getElementById('photo_upload').addEventListener('change', function(e) {
var files = e.target.files;
var previewContainer = document.getElementById('photo_preview');
for (var i = 0; i &lt; files.length; i++) {
var file = files[i];
var reader = new FileReader();
reader.onload = (function(idx) {
return function(e) {
photoDataArray.push(e.target.result);
var col = document.createElement('div');
col.className = 'col-6 col-md-3 mb-3';
col.innerHTML = '&lt;div class="position-relative"&gt;' +
'&lt;img src="' + e.target.result + '" class="img-fluid rounded" style="max-height: 150px; object-fit: cover; width: 100%;"&gt;' +
'&lt;button type="button" class="btn btn-danger btn-sm position-absolute" style="top: 5px; right: 5px;" onclick="removePhoto(' + (photoDataArray.length - 1) + ', this)"&gt;' +
'&lt;i class="fa fa-times"&gt;&lt;/i&gt;' +
'&lt;/button&gt;' +
'&lt;/div&gt;';
previewContainer.appendChild(col);
};
})(i);
reader.readAsDataURL(file);
}
});
function removePhoto(index, btn) {
photoDataArray[index] = null;
btn.closest('.col-6').remove();
}
// Initialize landing photo handlers (for curved stair lift forms)
document.addEventListener('DOMContentLoaded', function() {
// Top landing photos
var topLandingInput = document.getElementById('top_landing_photos');
if (topLandingInput) {
topLandingInput.addEventListener('change', function(e) {
handleLandingPhotos(e.target.files, 'top_landing_preview', topLandingPhotos);
});
}
// Bottom landing photos
var bottomLandingInput = document.getElementById('bottom_landing_photos');
if (bottomLandingInput) {
bottomLandingInput.addEventListener('change', function(e) {
handleLandingPhotos(e.target.files, 'bottom_landing_preview', bottomLandingPhotos);
});
}
// Video upload
var videoInput = document.getElementById('assessment_video');
if (videoInput) {
videoInput.addEventListener('change', function(e) {
handleVideoUpload(e.target.files[0]);
});
}
});
function handleLandingPhotos(files, previewId, photoArray) {
var previewContainer = document.getElementById(previewId);
if (!previewContainer) return;
// Clear previous previews
previewContainer.innerHTML = '';
photoArray.length = 0;
for (var i = 0; i &lt; files.length; i++) {
var file = files[i];
var reader = new FileReader();
reader.onload = (function(arr) {
return function(e) {
arr.push(e.target.result);
var col = document.createElement('div');
col.className = 'col-3 mb-2';
col.innerHTML = '&lt;img src="' + e.target.result + '" class="img-thumbnail" style="max-height: 80px; object-fit: cover;"/&gt;';
previewContainer.appendChild(col);
};
})(photoArray);
reader.readAsDataURL(file);
}
}
function handleVideoUpload(file) {
if (!file) return;
var videoPreview = document.getElementById('video_preview');
var videoPlayer = document.getElementById('video_player');
var compressStatus = document.getElementById('video_compress_status');
// Check file size (max 100MB)
var maxSize = 100 * 1024 * 1024;
if (file.size &gt; maxSize) {
alert('Video file is too large. Maximum size is 100MB.');
document.getElementById('assessment_video').value = '';
return;
}
// Show preview
if (videoPlayer &amp;&amp; videoPreview) {
videoPlayer.src = URL.createObjectURL(file);
videoPreview.style.display = 'block';
}
// Store video as base64
var reader = new FileReader();
reader.onload = function(e) {
assessmentVideoData = e.target.result;
assessmentVideoFilename = file.name;
console.log('Video loaded: ' + file.name + ' (' + (file.size / (1024 * 1024)).toFixed(2) + ' MB)');
};
reader.readAsDataURL(file);
}
// Address autocomplete
function initAddressAutocomplete() {
var addressInput = document.getElementById('client_address');
if (!addressInput) return;
var autocomplete = new google.maps.places.Autocomplete(addressInput, {
componentRestrictions: { country: 'ca' },
types: ['address']
});
autocomplete.addListener('place_changed', function() {
var place = autocomplete.getPlace();
if (!place.address_components) return;
var streetNumber = '';
var streetName = '';
var city = '';
var province = '';
var postalCode = '';
for (var i = 0; i &lt; place.address_components.length; i++) {
var component = place.address_components[i];
var types = component.types;
if (types.includes('street_number')) {
streetNumber = component.long_name;
} else if (types.includes('route')) {
streetName = component.long_name;
} else if (types.includes('locality')) {
city = component.long_name;
} else if (types.includes('administrative_area_level_1')) {
province = component.short_name;
} else if (types.includes('postal_code')) {
postalCode = component.long_name;
}
}
// Update street address (hidden field stores original, visible shows formatted)
document.getElementById('client_address_street').value = (streetNumber + ' ' + streetName).trim();
// Update city field
var cityField = document.getElementById('client_address_city');
if (cityField) cityField.value = city;
// Update province select - match by code or name
var provinceSelect = document.getElementById('client_address_province');
if (provinceSelect) {
for (var j = 0; j &lt; provinceSelect.options.length; j++) {
var optVal = provinceSelect.options[j].value.toUpperCase();
var optText = provinceSelect.options[j].text.toLowerCase();
if (optVal === province.toUpperCase() || optText === province.toLowerCase()) {
provinceSelect.selectedIndex = j;
break;
}
}
}
// Update postal code field
var postalField = document.getElementById('client_address_postal');
if (postalField) postalField.value = postalCode;
});
}
// Fallback if Google Maps not loaded
window.initAddressAutocomplete = window.initAddressAutocomplete || function() {};
// Form submission
function saveAssessment(createSaleOrder) {
var form = document.getElementById('accessibility_form');
var formData = new FormData(form);
// Convert to JSON
var data = {};
formData.forEach(function(value, key) {
data[key] = value;
});
// Add main photos
data.photos = photoDataArray.filter(function(p) { return p !== null; });
// Add top landing photos (curved stair lift)
if (topLandingPhotos.length &gt; 0) {
data.top_landing_photos = topLandingPhotos.filter(function(p) { return p !== null; });
}
// Add bottom landing photos (curved stair lift)
if (bottomLandingPhotos.length &gt; 0) {
data.bottom_landing_photos = bottomLandingPhotos.filter(function(p) { return p !== null; });
}
// Add video (curved stair lift)
if (assessmentVideoData) {
data.assessment_video = assessmentVideoData;
data.assessment_video_filename = assessmentVideoFilename;
}
// Add sale order flag
data.create_sale_order = createSaleOrder;
// Show loading
var submitBtns = document.querySelectorAll('button[onclick*="saveAssessment"]');
submitBtns.forEach(function(btn) {
btn.disabled = true;
btn.innerHTML = '&lt;i class="fa fa-spinner fa-spin"&gt;&lt;/i&gt; Saving...';
});
// Send request
fetch('/my/accessibility/save', {
method: 'POST',
headers: {
'Content-Type': 'application/json',
},
body: JSON.stringify({
jsonrpc: '2.0',
method: 'call',
params: data,
id: Math.floor(Math.random() * 1000000000)
})
})
.then(function(response) { return response.json(); })
.then(function(result) {
if (result.result &amp;&amp; result.result.success) {
// Show success and redirect
alert(result.result.message);
window.location.href = result.result.redirect_url;
} else {
var errorMsg = result.result ? result.result.error : 'Unknown error';
alert('Error: ' + errorMsg);
submitBtns.forEach(function(btn) {
btn.disabled = false;
});
}
})
.catch(function(error) {
alert('Error saving assessment: ' + error);
submitBtns.forEach(function(btn) {
btn.disabled = false;
});
});
}
</script>
</template>
</odoo>

1628
fusion_authorizer_portal/views/portal_assessment_express.xml Normal file
View File

File diff suppressed because it is too large Load Diff

153
fusion_authorizer_portal/views/portal_book_assessment.xml Normal file
View File

@@ -0,0 +1,153 @@
<?xml version="1.0" encoding="UTF-8"?>
<odoo>
<!-- Public Assessment Booking Page -->
<template id="portal_book_assessment" name="Book an Assessment">
<t t-call="website.layout">
<div class="container py-5" style="max-width: 700px;">
<!-- Success Message -->
<t t-if="success">
<div class="alert alert-success text-center" role="alert">
<h4 class="alert-heading"><i class="fa fa-check-circle"></i> Assessment Booked!</h4>
<p>Thank you! Your assessment has been scheduled. We will confirm the date and time shortly.</p>
<p>You will receive a text message confirmation.</p>
<hr/>
<a href="/book-assessment" class="btn btn-outline-success">Book Another</a>
</div>
</t>
<!-- Error Message -->
<t t-if="error">
<div class="alert alert-danger" role="alert">
<i class="fa fa-exclamation-triangle"></i> <t t-esc="error"/>
</div>
</t>
<!-- Booking Form -->
<t t-if="not success">
<div class="text-center mb-4">
<h2 style="color: #1a5276;">Book an Accessibility Assessment</h2>
<p class="text-muted">Fill out the form below and our team will schedule a home visit.</p>
</div>
<form action="/book-assessment/submit" method="post" class="card shadow-sm">
<input type="hidden" name="csrf_token" t-att-value="request.csrf_token()"/>
<div class="card-body p-4">
<!-- Assessment Type -->
<div class="mb-3">
<label class="form-label fw-bold">What type of modification?<span class="text-danger"> *</span></label>
<select name="assessment_type" class="form-select" required="">
<option value="">Select...</option>
<t t-foreach="assessment_types" t-as="atype">
<option t-att-value="atype[0]"><t t-esc="atype[1]"/></option>
</t>
</select>
</div>
<div class="mb-3">
<label class="form-label fw-bold">What are you looking for?</label>
<textarea name="modification_requested" class="form-control" rows="2"
placeholder="e.g. Curved stairlift for 2-storey home, bathroom grab bars..."></textarea>
</div>
<hr/>
<h5 class="mb-3" style="color: #1a5276;">Client Information</h5>
<div class="row">
<div class="col-md-6 mb-3">
<label class="form-label">Client Name<span class="text-danger"> *</span></label>
<input type="text" name="client_name" class="form-control" required="" placeholder="Full name"/>
</div>
<div class="col-md-6 mb-3">
<label class="form-label">Phone Number<span class="text-danger"> *</span></label>
<input type="tel" name="client_phone" class="form-control" required="" placeholder="e.g. 416-555-1234"/>
</div>
</div>
<div class="mb-3">
<label class="form-label">Email</label>
<input type="email" name="client_email" class="form-control" placeholder="Optional"/>
</div>
<div class="mb-3">
<label class="form-label">Street Address</label>
<input type="text" name="client_street" class="form-control" placeholder="e.g. 5 Nottawasaga Cres"/>
</div>
<div class="row">
<div class="col-md-4 mb-3">
<label class="form-label">City</label>
<input type="text" name="client_city" class="form-control" placeholder="e.g. Brampton"/>
</div>
<div class="col-md-4 mb-3">
<label class="form-label">Province</label>
<input type="text" name="client_province" class="form-control" value="Ontario"/>
</div>
<div class="col-md-4 mb-3">
<label class="form-label">Postal Code</label>
<input type="text" name="client_postal" class="form-control" placeholder="e.g. L6Y 4G1"/>
</div>
</div>
<hr/>
<h5 class="mb-3" style="color: #1a5276;">Assessment Details</h5>
<div class="row">
<div class="col-md-6 mb-3">
<label class="form-label">Preferred Assessment Date</label>
<input type="date" name="assessment_date" class="form-control"/>
</div>
<div class="col-md-6 mb-3">
<label class="form-label">Assign Sales Rep</label>
<select name="sales_rep_id" class="form-select">
<option value="">Auto-assign</option>
<t t-foreach="sales_reps" t-as="rep">
<option t-att-value="rep.id"><t t-esc="rep.name"/></option>
</t>
</select>
</div>
</div>
<div class="mb-3">
<label class="form-label">Booking Source</label>
<select name="booking_source" class="form-select">
<option value="portal" selected="">Online Booking</option>
<option value="phone_authorizer">Phone - Authorizer Calling</option>
<option value="phone_client">Phone - Client Calling</option>
<option value="walk_in">Walk-In</option>
</select>
</div>
<hr/>
<h5 class="mb-3" style="color: #1a5276;">Authorizer / OT (Optional)</h5>
<p class="text-muted small">If an authorizer or occupational therapist is involved, provide their details.</p>
<div class="row">
<div class="col-md-6 mb-3">
<label class="form-label">Authorizer Name</label>
<input type="text" name="authorizer_name" class="form-control"/>
</div>
<div class="col-md-6 mb-3">
<label class="form-label">Authorizer Email</label>
<input type="email" name="authorizer_email" class="form-control"/>
</div>
</div>
<div class="mb-3">
<label class="form-label">Authorizer Phone</label>
<input type="tel" name="authorizer_phone" class="form-control"/>
</div>
</div>
<div class="card-footer text-center bg-white border-top-0 pb-4">
<button type="submit" class="btn btn-lg" style="background-color: #1a5276; color: white;">
<i class="fa fa-calendar-check-o"></i> Book Assessment
</button>
</div>
</form>
</t>
</div>
</t>
</template>
</odoo>

211
fusion_authorizer_portal/views/portal_pdf_editor.xml Normal file
View File

@@ -0,0 +1,211 @@
<?xml version="1.0" encoding="utf-8"?>
<odoo>
<!-- ============================================================ -->
<!-- Visual PDF Field Position Editor -->
<!-- Drag field types from sidebar onto PDF, resize on page -->
<!-- ============================================================ -->
<template id="portal_pdf_field_editor" name="PDF Field Editor">
<t t-call="web.frontend_layout">
<t t-set="title">PDF Field Editor</t>
<div class="container-fluid py-3" id="pdf_field_editor"
t-att-data-template-id="template.id"
t-att-data-page-count="template.page_count or 1"
t-att-data-current-page="1">
<!-- Header Bar -->
<div class="d-flex justify-content-between align-items-center mb-3">
<div>
<h3 class="mb-0">
<i class="fa fa-pencil-square-o me-2"/>
<t t-esc="template.name"/>
<small class="text-muted ms-2">v<t t-esc="template.version"/></small>
</h3>
<small class="text-muted">
<t t-esc="template.page_count or 0"/> page(s) |
<span id="field_count"><t t-esc="len(fields)"/></span> field(s)
</small>
</div>
<div class="d-flex gap-2">
<button type="button" class="btn btn-outline-info btn-sm" id="btn_preview">
<i class="fa fa-eye me-1"/>Preview PDF
</button>
<a t-att-href="'/web#id=%d&amp;model=fusion.pdf.template&amp;view_type=form' % template.id"
class="btn btn-secondary btn-sm">
<i class="fa fa-arrow-left me-1"/>Back
</a>
</div>
</div>
<!-- Page Navigation -->
<div class="d-flex justify-content-center align-items-center mb-3 gap-3"
t-if="(template.page_count or 1) > 1">
<button type="button" class="btn btn-sm btn-outline-secondary" id="btn_prev_page">
<i class="fa fa-chevron-left"/>
</button>
<span>
Page <strong id="current_page_display">1</strong>
of <strong><t t-esc="template.page_count or 1"/></strong>
</span>
<button type="button" class="btn btn-sm btn-outline-secondary" id="btn_next_page">
<i class="fa fa-chevron-right"/>
</button>
</div>
<div class="row">
<!-- Left Sidebar: Field Type Palette -->
<div class="col-md-2">
<!-- Draggable Field Types -->
<div class="card mb-3">
<div class="card-header bg-dark text-white py-2">
<h6 class="mb-0"><i class="fa fa-th-list me-1"/>Field Types</h6>
</div>
<div class="card-body p-2">
<p class="text-muted small mb-2">Drag a field onto the PDF</p>
<div class="d-grid gap-2">
<div class="pdf-palette-item" draggable="true"
data-field-type="text"
style="padding: 8px 10px; border: 2px solid #3498db; border-radius: 5px;
background: rgba(52,152,219,0.1); cursor: grab; font-size: 13px; font-weight: 600;">
<i class="fa fa-font me-2" style="color: #3498db;"/>Text Field
</div>
<div class="pdf-palette-item" draggable="true"
data-field-type="checkbox"
style="padding: 8px 10px; border: 2px solid #2ecc71; border-radius: 5px;
background: rgba(46,204,113,0.1); cursor: grab; font-size: 13px; font-weight: 600;">
<i class="fa fa-check-square-o me-2" style="color: #2ecc71;"/>Checkbox
</div>
<div class="pdf-palette-item" draggable="true"
data-field-type="date"
style="padding: 8px 10px; border: 2px solid #e67e22; border-radius: 5px;
background: rgba(230,126,34,0.1); cursor: grab; font-size: 13px; font-weight: 600;">
<i class="fa fa-calendar me-2" style="color: #e67e22;"/>Date Field
</div>
<div class="pdf-palette-item" draggable="true"
data-field-type="signature"
style="padding: 8px 10px; border: 2px solid #9b59b6; border-radius: 5px;
background: rgba(155,89,182,0.1); cursor: grab; font-size: 13px; font-weight: 600;">
<i class="fa fa-pencil me-2" style="color: #9b59b6;"/>Signature
</div>
</div>
</div>
</div>
<!-- Data Keys Reference (collapsible) -->
<div class="card">
<div class="card-header py-2" style="cursor: pointer;"
data-bs-toggle="collapse" data-bs-target="#dataKeysCollapse">
<h6 class="mb-0">
<i class="fa fa-key me-1"/>Data Keys
<i class="fa fa-chevron-down float-end mt-1" style="font-size: 10px;"/>
</h6>
</div>
<div id="dataKeysCollapse" class="collapse">
<div class="card-body p-2" style="max-height: 250px; overflow-y: auto; font-size: 11px;">
<div class="mb-1"><strong>Client:</strong></div>
<code class="d-block">client_last_name</code>
<code class="d-block">client_first_name</code>
<code class="d-block">client_middle_name</code>
<code class="d-block">client_health_card</code>
<code class="d-block">client_health_card_version</code>
<code class="d-block">client_street</code>
<code class="d-block">client_unit</code>
<code class="d-block">client_city</code>
<code class="d-block">client_state</code>
<code class="d-block">client_postal_code</code>
<code class="d-block">client_phone</code>
<code class="d-block">client_email</code>
<code class="d-block">client_weight</code>
<div class="mb-1 mt-2"><strong>Consent:</strong></div>
<code class="d-block">consent_applicant</code>
<code class="d-block">consent_agent</code>
<code class="d-block">consent_date</code>
<code class="d-block">agent_rel_spouse</code>
<code class="d-block">agent_rel_parent</code>
<code class="d-block">agent_rel_child</code>
<code class="d-block">agent_rel_poa</code>
<code class="d-block">agent_rel_guardian</code>
<code class="d-block">agent_last_name</code>
<code class="d-block">agent_first_name</code>
<code class="d-block">agent_middle_initial</code>
<div class="mb-1 mt-2"><strong>Signatures:</strong></div>
<code class="d-block">signature_page_11</code>
<code class="d-block">signature_page_12</code>
</div>
</div>
</div>
</div>
<!-- PDF Page Canvas Area -->
<div class="col-md-7">
<div class="card">
<div class="card-body p-0">
<div id="pdf_canvas_container"
style="position: relative; width: 100%; overflow: hidden;
border: 2px solid #dee2e6; background: #f8f9fa;
min-height: 600px;">
<!-- PDF page image -->
<img id="pdf_page_image"
style="width: 100%; display: block; user-select: none;"
draggable="false"
t-att-src="preview_url or ''"
t-attf-alt="Page #{1}"
t-if="preview_url"/>
<!-- Upload form when no preview exists -->
<div t-if="not preview_url" class="text-center py-5" id="no_preview_placeholder">
<div class="mb-3">
<i class="fa fa-file-image-o fa-3x text-muted"/>
<p class="text-muted mt-2 mb-1">No page preview image yet.</p>
<p class="text-muted small">
Upload a screenshot/photo of the PDF page, or click
"Generate Page Previews" in the backend form.
</p>
</div>
<form t-attf-action="/fusion/pdf-editor/upload-preview"
method="post" enctype="multipart/form-data"
class="d-inline-block">
<input type="hidden" name="csrf_token" t-att-value="request.csrf_token()"/>
<input type="hidden" name="template_id" t-att-value="template.id"/>
<input type="hidden" name="page" value="1"/>
<div class="input-group" style="max-width: 400px; margin: 0 auto;">
<input type="file" name="preview_image" class="form-control"
accept="image/png,image/jpeg,image/jpg" required="required"/>
<button type="submit" class="btn btn-primary">
<i class="fa fa-upload me-1"/>Upload
</button>
</div>
</form>
</div>
<!-- Field markers rendered by JS -->
</div>
</div>
</div>
</div>
<!-- Right Sidebar: Field Properties -->
<div class="col-md-3">
<div class="card" id="field_properties_panel">
<div class="card-header bg-primary text-white py-2">
<h6 class="mb-0"><i class="fa fa-cog me-1"/>Field Properties</h6>
</div>
<div class="card-body" id="field_props_body">
<p class="text-muted small">Click a field on the PDF to edit its properties.</p>
</div>
</div>
</div>
</div>
</div>
<!-- JavaScript -->
<script type="text/javascript" src="/fusion_authorizer_portal/static/src/js/pdf_field_editor.js"/>
</t>
</template>
</odoo>

1455
fusion_authorizer_portal/views/portal_technician_templates.xml Normal file
View File

File diff suppressed because it is too large Load Diff

3698
fusion_authorizer_portal/views/portal_templates.xml Normal file
View File

File diff suppressed because it is too large Load Diff

123
fusion_authorizer_portal/views/res_partner_views.xml Normal file
View File

@@ -0,0 +1,123 @@
<?xml version="1.0" encoding="utf-8"?>
<odoo>
<!-- Extend Partner Form to add Portal Role fields -->
<record id="view_partner_form_portal_roles" model="ir.ui.view">
<field name="name">res.partner.form.portal.roles</field>
<field name="model">res.partner</field>
<field name="inherit_id" ref="base.view_partner_form"/>
<field name="priority">50</field>
<field name="arch" type="xml">
<!-- Add Send Portal Invitation button to the button box -->
<xpath expr="//div[@name='button_box']" position="inside">
<button name="action_grant_portal_access"
type="object"
string="Send Portal Invitation"
class="oe_stat_button"
icon="fa-envelope"
invisible="authorizer_portal_user_id or not email"/>
</xpath>
<xpath expr="//page[@name='internal_notes']" position="after">
<page string="Portal Access" name="portal_access">
<group>
<group string="Portal Roles">
<field name="is_authorizer"/>
<field name="is_sales_rep_portal"/>
<field name="is_client_portal"/>
<field name="is_technician_portal"/>
<field name="authorizer_portal_user_id" readonly="1"/>
<field name="portal_access_status" widget="badge"
decoration-danger="portal_access_status == 'no_access'"
decoration-warning="portal_access_status == 'invited'"
decoration-success="portal_access_status == 'active'"/>
</group>
<group string="Statistics" invisible="not is_authorizer and not is_sales_rep_portal and not is_technician_portal">
<field name="assigned_case_count" invisible="not is_authorizer and not is_sales_rep_portal"/>
<field name="assessment_count" invisible="not is_authorizer and not is_sales_rep_portal"/>
<field name="assigned_delivery_count" invisible="not is_technician_portal"/>
</group>
</group>
<group invisible="not is_technician_portal">
<group string="Technician Settings">
<field name="x_fc_start_address" placeholder="e.g. 123 Main St, Brampton, ON"/>
</group>
</group>
<group>
<button name="action_grant_portal_access"
type="object"
string="Send Portal Invitation"
class="btn-primary"
invisible="authorizer_portal_user_id or not email"
icon="fa-envelope"/>
<button name="action_resend_portal_invitation"
type="object"
string="Resend Portal Invitation"
class="btn-secondary"
invisible="not authorizer_portal_user_id"
icon="fa-refresh"/>
<button name="action_view_assigned_cases"
type="object"
string="View Assigned Cases"
class="btn-secondary"
invisible="assigned_case_count == 0"
icon="fa-list"/>
<button name="action_view_assessments"
type="object"
string="View Assessments"
class="btn-secondary"
invisible="assessment_count == 0"
icon="fa-clipboard"/>
</group>
<!-- Warning if no email -->
<div class="alert alert-warning" role="alert" invisible="email">
<strong>Email Required:</strong> An email address is required to send a portal invitation.
</div>
<!-- Info if already has access -->
<div class="alert alert-success" role="alert" invisible="not authorizer_portal_user_id">
<strong>Portal Access Granted:</strong> This contact has portal access.
<field name="authorizer_portal_user_id" readonly="1" nolabel="1" widget="many2one"/>
</div>
</page>
</xpath>
</field>
</record>
<!-- Search view for authorizers -->
<record id="view_partner_search_authorizer" model="ir.ui.view">
<field name="name">res.partner.search.authorizer</field>
<field name="model">res.partner</field>
<field name="inherit_id" ref="base.view_res_partner_filter"/>
<field name="arch" type="xml">
<xpath expr="//filter[@name='type_company']" position="after">
<separator/>
<filter string="Authorizers" name="authorizers" domain="[('is_authorizer', '=', True)]"/>
<filter string="Sales Reps (Portal)" name="sales_reps_portal" domain="[('is_sales_rep_portal', '=', True)]"/>
<filter string="Technicians (Portal)" name="technicians_portal" domain="[('is_technician_portal', '=', True)]"/>
<separator/>
<filter string="Portal: No Access" name="portal_no_access" domain="[('is_authorizer', '=', True), ('portal_access_status', '=', 'no_access')]"/>
<filter string="Portal: Invited" name="portal_invited" domain="[('is_authorizer', '=', True), ('portal_access_status', '=', 'invited')]"/>
<filter string="Portal: Active" name="portal_active" domain="[('is_authorizer', '=', True), ('portal_access_status', '=', 'active')]"/>
</xpath>
</field>
</record>
<!-- Add portal status to contact list view -->
<record id="view_partner_list_portal_status" model="ir.ui.view">
<field name="name">res.partner.list.portal.status</field>
<field name="model">res.partner</field>
<field name="inherit_id" ref="base.view_partner_tree"/>
<field name="arch" type="xml">
<xpath expr="//field[@name='email']" position="after">
<field name="is_authorizer" string="Authorizer" optional="hide"/>
<field name="portal_access_status" string="Portal Status" optional="hide"
decoration-danger="portal_access_status == 'no_access'"
decoration-warning="portal_access_status == 'invited'"
decoration-success="portal_access_status == 'active'"/>
</xpath>
</field>
</record>
</odoo>

49
fusion_authorizer_portal/views/sale_order_views.xml Normal file
View File

@@ -0,0 +1,49 @@
<?xml version="1.0" encoding="utf-8"?>
<odoo>
<!-- Extend Sale Order Form to add Portal Documents Tab and Message Buttons -->
<record id="view_sale_order_form_portal_docs" model="ir.ui.view">
<field name="name">sale.order.form.portal.docs</field>
<field name="model">sale.order</field>
<field name="inherit_id" ref="sale.view_order_form"/>
<field name="priority">99</field>
<field name="arch" type="xml">
<!-- Message Authorizer button moved to chatter topbar (icon-only) -->
<!-- See static/src/js/chatter_message_authorizer.js -->
<xpath expr="//page[@name='other_information']" position="after">
<page string="Portal" name="portal_info">
<group>
<group string="Portal Activity">
<field name="portal_document_count" string="Documents Uploaded"/>
<field name="portal_comment_count" string="Comments"/>
</group>
<group string="Source">
<field name="assessment_id" readonly="1"/>
</group>
</group>
<group>
<button name="action_view_portal_documents"
type="object"
string="View Portal Documents"
class="btn-secondary"
icon="fa-file-pdf-o"
invisible="portal_document_count == 0"/>
<button name="action_view_portal_comments"
type="object"
string="View Portal Comments"
class="btn-secondary"
icon="fa-comments"
invisible="portal_comment_count == 0"/>
</group>
</page>
</xpath>
<!-- Filter authorizer dropdown to only show actual authorizers -->
<xpath expr="//field[@name='x_fc_authorizer_id']" position="attributes">
<attribute name="domain">[('is_company', '=', False), ('is_authorizer', '=', True)]</attribute>
</xpath>
</field>
</record>
</odoo>