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