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