124 lines
7.0 KiB
XML
124 lines
7.0 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<!-- Extend Partner Form to add Portal Role fields -->
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<record id="view_partner_form_portal_roles" model="ir.ui.view">
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<field name="name">res.partner.form.portal.roles</field>
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<field name="model">res.partner</field>
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<field name="inherit_id" ref="base.view_partner_form"/>
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<field name="priority">50</field>
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<field name="arch" type="xml">
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<!-- Add Send Portal Invitation button to the button box -->
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<xpath expr="//div[@name='button_box']" position="inside">
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<button name="action_grant_portal_access"
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type="object"
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string="Send Portal Invitation"
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class="oe_stat_button"
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icon="fa-envelope"
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invisible="authorizer_portal_user_id or not email"/>
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</xpath>
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<xpath expr="//page[@name='internal_notes']" position="after">
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<page string="Portal Access" name="portal_access">
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<group>
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<group string="Portal Roles">
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<field name="is_authorizer"/>
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<field name="is_sales_rep_portal"/>
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<field name="is_client_portal"/>
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<field name="is_technician_portal"/>
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<field name="authorizer_portal_user_id" readonly="1"/>
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<field name="portal_access_status" widget="badge"
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decoration-danger="portal_access_status == 'no_access'"
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decoration-warning="portal_access_status == 'invited'"
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decoration-success="portal_access_status == 'active'"/>
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</group>
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<group string="Statistics" invisible="not is_authorizer and not is_sales_rep_portal and not is_technician_portal">
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<field name="assigned_case_count" invisible="not is_authorizer and not is_sales_rep_portal"/>
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<field name="assessment_count" invisible="not is_authorizer and not is_sales_rep_portal"/>
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<field name="assigned_delivery_count" invisible="not is_technician_portal"/>
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</group>
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</group>
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<group invisible="not is_technician_portal">
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<group string="Technician Settings">
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<field name="x_fc_start_address" placeholder="e.g. 123 Main St, Brampton, ON"/>
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</group>
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</group>
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<group>
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<button name="action_grant_portal_access"
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type="object"
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string="Send Portal Invitation"
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class="btn-primary"
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invisible="authorizer_portal_user_id or not email"
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icon="fa-envelope"/>
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<button name="action_resend_portal_invitation"
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type="object"
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string="Resend Portal Invitation"
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class="btn-secondary"
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invisible="not authorizer_portal_user_id"
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icon="fa-refresh"/>
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<button name="action_view_assigned_cases"
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type="object"
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string="View Assigned Cases"
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class="btn-secondary"
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invisible="assigned_case_count == 0"
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icon="fa-list"/>
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<button name="action_view_assessments"
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type="object"
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string="View Assessments"
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class="btn-secondary"
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invisible="assessment_count == 0"
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icon="fa-clipboard"/>
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</group>
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<!-- Warning if no email -->
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<div class="alert alert-warning" role="alert" invisible="email">
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<strong>Email Required:</strong> An email address is required to send a portal invitation.
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</div>
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<!-- Info if already has access -->
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<div class="alert alert-success" role="alert" invisible="not authorizer_portal_user_id">
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<strong>Portal Access Granted:</strong> This contact has portal access.
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<field name="authorizer_portal_user_id" readonly="1" nolabel="1" widget="many2one"/>
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</div>
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</page>
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</xpath>
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</field>
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</record>
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<!-- Search view for authorizers -->
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<record id="view_partner_search_authorizer" model="ir.ui.view">
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<field name="name">res.partner.search.authorizer</field>
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<field name="model">res.partner</field>
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<field name="inherit_id" ref="base.view_res_partner_filter"/>
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<field name="arch" type="xml">
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<xpath expr="//filter[@name='type_company']" position="after">
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<separator/>
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<filter string="Authorizers" name="authorizers" domain="[('is_authorizer', '=', True)]"/>
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<filter string="Sales Reps (Portal)" name="sales_reps_portal" domain="[('is_sales_rep_portal', '=', True)]"/>
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<filter string="Technicians (Portal)" name="technicians_portal" domain="[('is_technician_portal', '=', True)]"/>
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<separator/>
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<filter string="Portal: No Access" name="portal_no_access" domain="[('is_authorizer', '=', True), ('portal_access_status', '=', 'no_access')]"/>
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<filter string="Portal: Invited" name="portal_invited" domain="[('is_authorizer', '=', True), ('portal_access_status', '=', 'invited')]"/>
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<filter string="Portal: Active" name="portal_active" domain="[('is_authorizer', '=', True), ('portal_access_status', '=', 'active')]"/>
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</xpath>
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</field>
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</record>
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<!-- Add portal status to contact list view -->
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<record id="view_partner_list_portal_status" model="ir.ui.view">
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<field name="name">res.partner.list.portal.status</field>
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<field name="model">res.partner</field>
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<field name="inherit_id" ref="base.view_partner_tree"/>
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<field name="arch" type="xml">
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<xpath expr="//field[@name='email']" position="after">
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<field name="is_authorizer" string="Authorizer" optional="hide"/>
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<field name="portal_access_status" string="Portal Status" optional="hide"
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decoration-danger="portal_access_status == 'no_access'"
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decoration-warning="portal_access_status == 'invited'"
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decoration-success="portal_access_status == 'active'"/>
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</xpath>
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</field>
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</record>
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</odoo>
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