Authorizer Portal User
Portal users who are Authorizers (OTs/Therapists)
Sales Rep Portal User
Portal users who are Sales Representatives
Technician Portal User
Portal users who are Field Technicians for deliveries
Portal: Read Documents on Assigned Orders
[
'|',
('sale_order_id.x_fc_authorizer_id', '=', user.partner_id.id),
('sale_order_id.user_id', '=', user.id)
]
Authorizer: Create Documents on Assigned Orders
[
('sale_order_id.x_fc_authorizer_id', '=', user.partner_id.id),
('document_type', '!=', 'submitted_final')
]
Authorizer: Own Assessments
[('authorizer_id', '=', user.partner_id.id)]
Sales Rep: Own Assessments
[('sales_rep_id', '=', user.id)]
Authorizer Portal: Assigned Orders
[('x_fc_authorizer_id', '=', user.partner_id.id)]
Technician Portal: Assigned Deliveries
[('x_fc_delivery_technician_ids', 'in', [user.id])]
Sales Rep Portal: Own Orders
[('user_id', '=', user.id)]