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feat(claims): wizard view — intake-mode radio + conditional groups

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Three-mode radio at the top of the Application Received wizard. The
Signed Pages 11 & 12 group is only shown in Separate mode; the remote
sign banner/button is only shown in Remote mode. Adds a read-only
'Detected pages' indicator next to the uploaded original PDF.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
gsinghpal
2026-05-19 18:01:08 -04:00
parent f5ac8d07d7
commit a4d615d74e
1 changed files with 42 additions and 22 deletions
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64
fusion_claims/wizard/application_received_wizard_views.xml
View File

@@ -1,6 +1,5 @@
<?xml version="1.0" encoding="utf-8"?>
<odoo>
<!-- Application Received Wizard Form View -->
<record id="view_application_received_wizard_form" model="ir.ui.view">
<field name="name">fusion_claims.application.received.wizard.form</field>
<field name="model">fusion_claims.application.received.wizard</field>
@@ -8,64 +7,85 @@
<form string="Application Received">
<div class="alert alert-info mb-3" role="alert">
<strong><i class="fa fa-info-circle"/> Upload Required Documents</strong>
<p class="mb-0">Please upload the ADP application documents received from the client.</p>
<p class="mb-0">
Please upload the ADP application documents received from the client,
then tell the system how pages 11 &amp; 12 were provided.
</p>
</div>
<field name="sale_order_id" invisible="1"/>
<field name="has_pending_page11_request" invisible="1"/>
<field name="has_signed_page11" invisible="1"/>
<group string="How were pages 11 &amp; 12 provided?">
<field name="intake_mode" widget="radio" nolabel="1"/>
</group>
<group>
<group string="Original ADP Application">
<field name="original_application" filename="original_application_filename"
<field name="original_application"
filename="original_application_filename"
widget="binary" class="oe_inline"/>
<field name="original_application_filename" invisible="1"/>
<field name="original_page_count" readonly="1"
string="Detected pages"
invisible="not original_application"/>
</group>
<group string="Signed Pages 11 &amp; 12">
<field name="signed_pages_11_12" filename="signed_pages_filename"
widget="binary" class="oe_inline"/>
<field name="signed_pages_filename" invisible="1"/>
<div invisible="has_signed_page11" class="mt-2">
<span class="text-muted small">Don't have signed pages? </span>
<group string="Signed Pages 11 &amp; 12"
invisible="intake_mode != 'separate'">
<field name="signed_pages_11_12"
filename="signed_pages_filename"
widget="binary" class="oe_inline"
required="intake_mode == 'separate'"/>
<field name="signed_pages_filename" invisible="1"/>
</group>
<group string="Remote Signature"
invisible="intake_mode != 'remote'">
<div invisible="has_pending_page11_request or has_signed_page11"
class="mt-2">
<span class="text-muted small">
Don't have signed pages? Send a remote signing link to a family
member or agent.
</span>
<button name="action_request_page11_signature" type="object"
string="Request Remote Signature"
class="btn btn-sm btn-outline-warning"
icon="fa-pencil-square-o"
help="Send Page 11 to a family member or agent for digital signing"/>
icon="fa-pencil-square-o"/>
</div>
<div invisible="not has_pending_page11_request" class="mt-2">
<div class="alert alert-warning mb-0 py-2 px-3">
<i class="fa fa-clock-o"/> A remote signing request has been sent.
You can proceed without uploading signed pages -- they will be auto-filled when signed.
<i class="fa fa-clock-o"/>
A remote signing request has been sent. You can confirm now -
the signed PDF will be auto-attached when received.
</div>
</div>
<div invisible="not has_signed_page11 or signed_pages_11_12" class="mt-2">
<div invisible="not has_signed_page11" class="mt-2">
<div class="alert alert-success mb-0 py-2 px-3">
<i class="fa fa-check-circle"/> Page 11 has been signed remotely.
<i class="fa fa-check-circle"/>
Page 11 has been signed remotely.
</div>
</div>
</group>
</group>
<group>
<field name="notes" placeholder="Any notes about the received application..."/>
</group>
<footer>
<button name="action_confirm" type="object"
string="Confirm Application Received" class="btn-primary"
icon="fa-check"/>
<button name="action_confirm" type="object"
string="Confirm Application Received"
class="btn-primary" icon="fa-check"/>
<button string="Cancel" class="btn-secondary" special="cancel"/>
</footer>
</form>
</field>
</record>
<!-- Action for the wizard -->
<record id="action_application_received_wizard" model="ir.actions.act_window">
<field name="name">Application Received</field>
<field name="res_model">fusion_claims.application.received.wizard</field>