108 lines
3.2 KiB
Markdown
108 lines
3.2 KiB
Markdown
# Partner Portal Extra Links
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Add extra links (visio room URL, wiki homepage URL) to the partner form and
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display them in the portal user's home page.
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## Description
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### Extra Fields on Partner (Company)
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The module adds two fields on the partner form, visible only for companies
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(`is_company = True`):
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| Field | Description |
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|---|---|
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| **Visio URL** | URL for the visio meeting room associated with the company |
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| **Wiki Homepage URL** | URL for the wiki homepage associated with the company |
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These fields appear in the backend partner form, right after the *Tags*
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(`category_id`) field.
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### Portal Display
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When a portal user visits their home page (`/my`), the module displays in the
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contact details sidebar:
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**Conditional links** (from the user's parent company, if it exists and has URLs set):
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- **Salle de visio** — clickable link to the company's visio room
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- **Gare centrale** — clickable link to the company's wiki homepage
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**Quick-action buttons** (always shown):
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- **Accèder au e-learning** — links to `/slides`
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- **Faire une demande support** — links to `/new/ticket`
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- **Prendre RDV en visio** — links to `https://elabore.coop/rdv`
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## How It Works
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1. The module inherits `res.partner` and adds two `Char` fields: `visio_url`
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and `wiki_homepage_url`.
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2. The backend partner form view is extended to show these fields after the tags
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field, hidden for individual contacts (non-company partners).
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3. The portal template `portal.portal_contact` (sidebar contact section on
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`/my/home`) is extended to inject:
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- Conditional links from the portal user's parent company
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(`user_id.partner_id.parent_id`). A `parent` variable is captured via
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`t-set` to avoid repeated relation lookups.
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- Three static quick-action buttons (e-learning, support, RDV).
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## Dependencies
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This module depends on:
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- `portal`: Odoo portal module (provides the portal layout templates)
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No external Python dependencies are required.
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## Installation
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Use the standard Odoo module installation procedure to install
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`partner_portal_extra_links`.
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## Configuration
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1. Go to **Contacts** and open a company form.
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2. Fill in the **Visio URL** and/or **Wiki Homepage URL** fields.
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3. Portal users belonging to that company will see the links on their portal
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home page.
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No other configuration is required.
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## Known Issues / Limitations
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- The extra links are only displayed for portal users that have a parent company
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(`parent_id`). Individual portal contacts without a parent company will not
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see any links.
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- The portal labels ("Salle de visio", "Gare centrale") are currently
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hardcoded in French in the template.
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## Bug Tracker
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Bugs are tracked on
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[Elabore Git Issues](https://git.elabore.coop/Elabore/partner-tools/issues).
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In case of trouble, please check there if your issue has already been reported.
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If you spotted it first, help us smash it by providing a detailed and welcomed
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feedback.
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## Credits
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### Authors
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- [Elabore](https://elabore.coop)
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### Contributors
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- Boris Gallet <boris.gallet@elabore.coop>
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### Funders
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The development of this module has been financially supported by:
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- [Elabore](https://elabore.coop)
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### Maintainer
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This module is maintained by Elabore.
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