Fusion Schedule Redesign

Date: 2026-03-15 Status: Approved

Summary

Redesign the /my/schedule portal page with responsive mobile-friendly layout, add email/phone to the booking form, enable reschedule/cancel for both staff and public visitors, show source calendar in event listings, and add a share button for the public booking link.

Features

1. Booking Form -- Email & Phone Fields

Add optional Email and Phone fields to the internal booking form (Step 2). If email is provided, find-or-create a res.partner and add them as an attendee so Odoo sends a calendar invitation. If no email, event is created with only the staff user as attendee (current behavior).

Files: portal_schedule.xml, portal_schedule.py

2. Reschedule & Cancel

Staff users (logged in, /my/schedule):

Each event row gets Reschedule and Cancel action buttons
Reschedule opens a modal with date picker + slot selector (reuses existing slot API)
Cancel shows confirmation, then deletes the event
New endpoints: /my/schedule/event/reschedule, /my/schedule/event/cancel

External visitors (booked via public link):

After booking, show a manage URL with a unique token: /schedule/manage/<token>
Token stored as x_fc_manage_token on calendar.event
Manage page shows appointment details + Reschedule / Cancel buttons
No login required; token is the auth
New endpoints: /schedule/manage/<token>, /schedule/manage/<token>/reschedule, /schedule/manage/<token>/cancel

Files: calendar_event.py, portal_schedule.py, portal_schedule.xml, public_booking.xml, portal_schedule_accounts.js

3. Source Calendar Column

Add a "Source" column to Today's Appointments and Upcoming Appointments tables. Show provider icon (Google/Outlook) + truncated email, or "Odoo" for local events. Data already available via x_fc_source_account_id.

Files: portal_schedule.xml, portal_schedule.py

Add a prominent "Share Calendar" button in the header area of /my/schedule. Clicking copies the public booking link to clipboard. The public booking page already only shows available time slots (no existing events).

Files: portal_schedule.xml

5. Responsive Redesign

Connected Calendars: collapsible section, compact status bar when collapsed, full details when expanded. Collapsed by default.
Today's Appointments: card-based on mobile, list on desktop
Upcoming Appointments: table on desktop, card list on mobile
All action buttons: icon-only on mobile, icon+text on desktop
Bootstrap 5 responsive utilities throughout

Files: portal_schedule.xml, new CSS in portal_schedule.css

Data Model Changes

calendar.event:

Add x_fc_manage_token (Char, index=True) for public manage links

New Endpoints

Route	Auth	Method	Purpose
`/my/schedule/event/cancel`	user	JSONRPC	Cancel/delete a calendar event
`/my/schedule/event/reschedule`	user	JSONRPC	Reschedule a calendar event
`/schedule/manage/<token>`	public	HTTP	View appointment details
`/schedule/manage/<token>/reschedule`	public	POST	Reschedule via token
`/schedule/manage/<token>/cancel`	public	POST	Cancel via token

Security

Staff reschedule/cancel: verify partner_ids contains current user
Public manage: token-only access, tokens are 32-char hex random
All mutations use CSRF protection

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