change_request_views.xml

<?xml version="1.0" encoding="UTF-8" ?>
<odoo>
    <!-- ══════════════════════════════════════════════════════════════════════════
         CHANGE REQUEST LIST VIEW (Enhanced)
         ══════════════════════════════════════════════════════════════════════════ -->
    <record id="spp_change_request_list" model="ir.ui.view">
        <field name="name">spp.change.request.list</field>
        <field name="model">spp.change.request</field>
        <field name="arch" type="xml">
            <list decoration-muted="display_state == 'rejected'"
                  decoration-success="display_state == 'applied'"
                  decoration-warning="display_state == 'revision'"
                  create="0"
                  sample="1">
                <field name="name" decoration-bf="1"/>
                <field name="request_type_id"/>
                <field name="registrant_id"/>
                <field name="display_state" widget="badge"
                       decoration-info="display_state == 'draft'"
                       decoration-warning="display_state in ('pending', 'revision')"
                       decoration-success="display_state in ('approved', 'applied')"
                       decoration-danger="display_state == 'rejected'"/>
                <field name="source_type" optional="hide"/>
                <field name="create_uid" string="Created By" widget="many2one_avatar_user"/>
                <field name="create_date" string="Created" widget="datetime"/>
                <field name="applied_date" optional="show" widget="datetime"/>
                <field name="applied_by_id" optional="hide" widget="many2one_avatar_user"/>
            </list>
        </field>
    </record>

    <!-- ══════════════════════════════════════════════════════════════════════════
         CHANGE REQUEST KANBAN VIEW
         ══════════════════════════════════════════════════════════════════════════ -->
    <record id="spp_change_request_kanban" model="ir.ui.view">
        <field name="name">spp.change.request.kanban</field>
        <field name="model">spp.change.request</field>
        <field name="arch" type="xml">
            <kanban default_group_by="display_state" class="o_kanban_small_column"
                    quick_create="false" create="0" sample="1">
                <field name="name"/>
                <field name="request_type_id"/>
                <field name="registrant_id"/>
                <field name="display_state"/>
                <field name="create_uid"/>
                <field name="create_date"/>
                <field name="is_applied"/>
                <progressbar field="display_state"
                             colors='{"draft": "secondary", "pending": "warning", "revision": "info", "approved": "primary", "applied": "success", "rejected": "danger"}'/>
                <templates>
                    <t t-name="card">
                        <div class="o_kanban_card_content">
                            <div class="o_kanban_primary_left">
                                <strong>
                                    <field name="name"/>
                                </strong>
                            </div>
                            <div class="text-muted mb-1">
                                <field name="request_type_id"/>
                            </div>
                            <div class="d-flex align-items-center">
                                <i class="fa fa-user me-1 text-muted" title="Registrant"/>
                                <field name="registrant_id"/>
                            </div>
                            <div class="mt-2 d-flex justify-content-between align-items-center">
                                <span class="text-muted small">
                                    <field name="create_date" widget="datetime"/>
                                </span>
                                <field name="create_uid" widget="many2one_avatar_user"/>
                            </div>
                        </div>
                    </t>
                </templates>
            </kanban>
        </field>
    </record>

    <!-- ══════════════════════════════════════════════════════════════════════════
         CHANGE REQUEST CALENDAR VIEW
         ══════════════════════════════════════════════════════════════════════════ -->
    <record id="spp_change_request_calendar" model="ir.ui.view">
        <field name="name">spp.change.request.calendar</field>
        <field name="model">spp.change.request</field>
        <field name="arch" type="xml">
            <calendar string="Change Requests" date_start="create_date"
                      color="request_type_id" mode="month" quick_create="0">
                <field name="name"/>
                <field name="registrant_id"/>
                <field name="display_state"/>
            </calendar>
        </field>
    </record>

    <!-- ══════════════════════════════════════════════════════════════════════════
         CHANGE REQUEST PIVOT VIEW
         ══════════════════════════════════════════════════════════════════════════ -->
    <record id="spp_change_request_pivot" model="ir.ui.view">
        <field name="name">spp.change.request.pivot</field>
        <field name="model">spp.change.request</field>
        <field name="arch" type="xml">
            <pivot string="Change Requests Analysis" sample="1">
                <field name="request_type_id" type="row"/>
                <field name="display_state" type="col"/>
            </pivot>
        </field>
    </record>

    <!-- ══════════════════════════════════════════════════════════════════════════
         CHANGE REQUEST GRAPH VIEW
         ══════════════════════════════════════════════════════════════════════════ -->
    <record id="spp_change_request_graph" model="ir.ui.view">
        <field name="name">spp.change.request.graph</field>
        <field name="model">spp.change.request</field>
        <field name="arch" type="xml">
            <graph string="Change Requests" type="bar" sample="1">
                <field name="display_state"/>
            </graph>
        </field>
    </record>

    <!-- ══════════════════════════════════════════════════════════════════════════
         CHANGE REQUEST FORM VIEW (Enhanced)
         ══════════════════════════════════════════════════════════════════════════ -->
    <record id="spp_change_request_form" model="ir.ui.view">
        <field name="name">spp.change.request.form</field>
        <field name="model">spp.change.request</field>
        <field name="arch" type="xml">
            <form create="0">
                <header>
                    <!-- Hidden fields for visibility logic -->
                    <field name="has_proposed_changes" invisible="1"/>
                    <field name="can_approve" invisible="1"/>

                    <!-- Draft Actions -->
                    <button name="action_submit_for_approval"
                            string="Submit for Approval"
                            type="object"
                            class="btn-primary"
                            invisible="approval_state != 'draft' or not has_proposed_changes"/>
                    <!-- Pending Actions (Validator) - Only visible if user can approve -->
                    <button name="action_approve"
                            string="Approve"
                            type="object"
                            class="btn-success"
                            invisible="approval_state != 'pending' or not can_approve"
                            groups="spp_change_request_v2.group_cr_validator,spp_change_request_v2.group_cr_validator_hq"
                            confirm="Approve this change request? The changes will be ready to record."/>
                    <button name="action_request_revision"
                            string="Request Changes"
                            type="object"
                            class="btn-secondary"
                            invisible="approval_state != 'pending' or not can_approve"
                            groups="spp_change_request_v2.group_cr_validator,spp_change_request_v2.group_cr_validator_hq"/>
                    <button name="action_reject"
                            string="Reject"
                            type="object"
                            class="btn-outline-danger"
                            invisible="approval_state != 'pending' or not can_approve"
                            groups="spp_change_request_v2.group_cr_validator,spp_change_request_v2.group_cr_validator_hq"
                            confirm="Reject this change request? This action cannot be undone."/>
                    <!-- Approved Actions -->
                    <button name="action_apply"
                            string="Finalize &amp; Record Changes"
                            type="object"
                            class="btn-primary"
                            invisible="approval_state != 'approved' or is_applied"
                            confirm="This will record all approved changes to the beneficiary's profile. This action cannot be undone. Continue?"/>
                    <!-- Revision Actions -->
                    <button name="action_submit_for_approval"
                            string="Resubmit for Review"
                            type="object"
                            class="btn-primary"
                            invisible="approval_state != 'revision' or not has_proposed_changes"/>
                    <!-- Reset to Draft (for rejected) -->
                    <button name="action_reset_to_draft"
                            string="Start Over"
                            type="object"
                            class="btn-secondary"
                            invisible="approval_state != 'rejected'"
                            confirm="This will clear all review history and return to editing mode. You will need to resubmit for approval when done. Continue?"/>
                    <field name="display_state" widget="statusbar"
                           statusbar_visible="draft,pending,approved,applied"/>
                </header>
                <sheet>
                    <!-- Button Box with Smart Buttons -->
                    <div class="oe_button_box" name="button_box">
                        <button name="action_open_detail"
                                type="object"
                                class="oe_stat_button"
                                icon="fa-edit"
                                invisible="approval_state not in ('draft', 'revision')">
                            <div class="o_stat_info">
                                <span class="o_stat_text">Edit</span>
                                <span class="o_stat_value">Details</span>
                            </div>
                        </button>
                        <button name="action_open_preview_wizard"
                                type="object"
                                class="oe_stat_button"
                                icon="fa-eye"
                                groups="base.group_no_one"
                                invisible="approval_state in ('applied', 'rejected')">
                            <div class="o_stat_info">
                                <span class="o_stat_text">Preview</span>
                                <span class="o_stat_value">Changes</span>
                            </div>
                        </button>
                    </div>

                    <!-- Ribbons for terminal states -->
                    <widget name="web_ribbon" title="Applied" bg_color="text-bg-success"
                            invisible="not is_applied"/>
                    <widget name="web_ribbon" title="Rejected" bg_color="text-bg-danger"
                            invisible="approval_state != 'rejected'"/>

                    <!-- Compact header - Request Type only (CR number is in breadcrumb) -->
                    <div class="oe_title mb-2">
                        <field name="name" invisible="1"/>
                        <h2 class="d-flex align-items-center">
                            <field name="request_type_id" options="{'no_open': True}" class="me-2" readonly="approval_state != 'draft'" force_save="1"/>
                        </h2>
                    </div>

                    <!-- Target Type Information Banner -->
                    <div class="alert alert-secondary py-2" role="status"
                         invisible="not target_type_message">
                        <div class="d-flex align-items-center">
                            <i class="fa fa-info-circle me-2" title="Info"/>
                            <field name="target_type_message" nolabel="1"/>
                        </div>
                    </div>

                    <!-- Main Info Groups -->
                    <group>
                        <group string="About This Request">
                            <field name="registrant_domain" invisible="1"/>
                            <field name="registrant_id" readonly="approval_state != 'draft'"
                                   domain="registrant_domain"
                                   options="{'no_create': True, 'no_quick_create': True, 'no_open': True}"/>
                            <field name="applicant_id"
                                   string="Submitted By (If Different)"
                                   help="Person who submitted this request on behalf of the beneficiary"
                                   invisible="not request_type_id.is_requires_applicant"
                                   readonly="approval_state not in ('draft', 'revision')"
                                   options="{'no_create': True, 'no_quick_create': True, 'no_open': True}"/>
                            <field name="applicant_phone"
                                   string="Contact Phone"
                                   help="Phone number to reach the person who submitted this request"
                                   invisible="not applicant_id"
                                   readonly="approval_state not in ('draft', 'revision')"/>
                        </group>
                        <group string="Submission Info">
                            <!-- Source type/reference hidden - technical audit fields -->
                            <field name="source_type" invisible="1"/>
                            <field name="source_reference" invisible="1"/>
                            <field name="create_uid" string="Submitted By" readonly="1"/>
                            <field name="create_date" string="Submitted On" readonly="1"/>
                        </group>
                    </group>

                    <!-- Revision Needed Banner -->
                    <div class="alert alert-warning" role="status"
                         invisible="approval_state != 'revision'">
                        <div class="d-flex align-items-center">
                            <i class="fa fa-edit fa-2x me-3" title="Edit"/>
                            <div>
                                <h5 class="alert-heading mb-1">Changes Requested</h5>
                                <p class="mb-0">
                                    A reviewer has requested changes to this request.
                                    Please review the feedback below, make the necessary edits, and resubmit.
                                </p>
                            </div>
                        </div>
                    </div>

                    <!-- Ready to Finalize Banner -->
                    <div class="alert alert-success" role="status"
                         invisible="approval_state != 'approved' or is_applied">
                        <div class="d-flex align-items-center">
                            <i class="fa fa-check-circle fa-2x me-3" title="Approved"/>
                            <div>
                                <h5 class="alert-heading mb-1">Approved - Ready to Finalize</h5>
                                <p class="mb-0">
                                    This request has been approved. Click "Finalize &amp; Record Changes" to
                                    save the changes to the beneficiary's profile.
                                </p>
                            </div>
                        </div>
                    </div>

                    <!-- Multi-tier Approval Progress Banner -->
                    <div class="alert alert-info" role="status"
                         invisible="not multitier_approval_message">
                        <div class="d-flex align-items-center">
                            <i class="fa fa-info-circle fa-2x me-3" title="Info"/>
                            <div>
                                <field name="multitier_approval_message" nolabel="1"/>
                            </div>
                        </div>
                    </div>

                    <!-- Completion Info (visible after applied) -->
                    <group invisible="not is_applied">
                        <group string="Completion Details">
                            <field name="approval_state" invisible="1"/>
                            <field name="is_applied" invisible="1"/>
                            <field name="applied_date" string="Completed On"/>
                            <field name="applied_by_id" string="Completed By"/>
                        </group>
                    </group>

                    <!-- Notebook with Tabs -->
                    <notebook>
                        <page string="Details" name="details">
                            <field name="detail_res_model" invisible="1"/>
                            <field name="detail_res_id" invisible="1"/>
                            <field name="is_creator" invisible="1"/>

                            <!-- Creator in draft/revision: Show preview with prominent edit button -->
                            <div class="mb-3 text-center"
                                 invisible="not (approval_state in ('draft', 'revision') and is_creator)">
                                <button name="action_open_detail"
                                        type="object"
                                        class="btn btn-primary btn-lg">
                                    <i class="fa fa-edit me-2"/>Continue Editing
                                </button>
                            </div>

                            <!-- Draft/Revision OR Pending/Approved: Show split-pane review -->
                            <div invisible="approval_state in ('applied', 'rejected')">
                                <div class="row">
                                    <!-- Left column: Current registrant data -->
                                    <div class="col-md-6">
                                        <div class="card h-100">
                                            <div class="card-header bg-light d-flex justify-content-between align-items-center">
                                                <h5 class="mb-0">
                                                    <i class="fa fa-user me-2"/>Current Data
                                                </h5>
                                                <button name="action_view_registrant"
                                                        type="object"
                                                        class="btn btn-sm btn-link text-primary"
                                                        invisible="not registrant_id">
                                                    <i class="fa fa-external-link me-1"/>View Registrant
                                                </button>
                                            </div>
                                            <div class="card-body">
                                                <field name="registrant_summary_html" class="o_readonly_modifier"/>
                                            </div>
                                        </div>
                                    </div>
                                    <!-- Right column: Proposed changes -->
                                    <div class="col-md-6">
                                        <div class="card h-100">
                                            <div class="card-header bg-light">
                                                <h5 class="mb-0">
                                                    <i class="fa fa-edit me-2"/>Proposed Changes
                                                </h5>
                                            </div>
                                            <div class="card-body">
                                                <field name="preview_html" class="o_readonly_modifier"/>
                                            </div>
                                        </div>
                                    </div>
                                </div>
                            </div>

                            <!-- Applied/Rejected state: Show historical view -->
                            <div invisible="approval_state not in ('applied', 'rejected')">
                                <div class="alert alert-secondary mb-3" role="alert">
                                    <i class="fa fa-history me-2" title="History"/>
                                    <strong>Historical Record:</strong> This change request has been
                                    <span invisible="approval_state != 'applied'">completed</span>
                                    <span invisible="approval_state != 'rejected'">declined</span>.
                                </div>
                                <div class="row">
                                    <!-- Left column: Current registrant data -->
                                    <div class="col-md-6">
                                        <div class="card h-100">
                                            <div class="card-header bg-light">
                                                <h5 class="mb-0">
                                                    <i class="fa fa-user me-2"/>Registrant
                                                </h5>
                                            </div>
                                            <div class="card-body">
                                                <field name="registrant_summary_html" class="o_readonly_modifier"/>
                                            </div>
                                        </div>
                                    </div>
                                    <!-- Right column: Changes that were made -->
                                    <div class="col-md-6">
                                        <div class="card h-100">
                                            <div class="card-header bg-light">
                                                <h5 class="mb-0">
                                                    <i class="fa fa-edit me-2"/>
                                                    <span invisible="approval_state != 'applied'">Changes Applied</span>
                                                    <span invisible="approval_state != 'rejected'">Proposed Changes</span>
                                                </h5>
                                            </div>
                                            <div class="card-body">
                                                <field name="preview_html" class="o_readonly_modifier"/>
                                            </div>
                                        </div>
                                    </div>
                                </div>
                            </div>
                        </page>
                        <page string="Documents" name="documents">
                            <div class="alert alert-info mb-3" role="alert" invisible="not dms_directory_id">
                                <i class="fa fa-folder-open me-2" title="Documents"/>
                                <strong>Storage Location:</strong>
                                <field name="dms_directory_id" class="oe_inline" readonly="1"
                                       options="{'no_open': True}"/>
                            </div>
                            <group>
                                <button name="action_upload_document"
                                        string="Upload Document"
                                        type="object"
                                        class="btn-primary"
                                        invisible="approval_state not in ('draft', 'revision')"
                                        icon="fa-upload"/>
                            </group>
                            <field name="document_ids"
                                   mode="list,kanban"
                                   readonly="1"
                                   force_save="1"
                                   context="{'default_directory_id': dms_directory_id}"/>
                        </page>
                        <page string="Notes" name="notes">
                            <group>
                                <field name="description" placeholder="Enter a description of this change request..."
                                       readonly="approval_state not in ('draft', 'revision')"/>
                            </group>
                            <group>
                                <field name="notes" placeholder="Internal notes (not visible to applicant)..."
                                       readonly="approval_state not in ('draft', 'revision')"/>
                            </group>
                        </page>
                        <page string="Revision Requested" name="revision_info"
                              invisible="approval_state != 'revision'">
                            <div class="alert alert-warning mb-3" role="alert">
                                <div class="d-flex align-items-start">
                                    <i class="fa fa-edit fa-2x me-3 mt-1" title="Revision"/>
                                    <div>
                                        <h5 class="alert-heading mb-2">Reviewer Feedback</h5>
                                        <p class="mb-0">
                                            Please address the following comments before resubmitting this request.
                                        </p>
                                    </div>
                                </div>
                            </div>
                            <group>
                                <group string="Revision Details">
                                    <field name="revision_requested_by_id" string="Requested By" readonly="1"/>
                                    <field name="revision_requested_date" string="Requested On" readonly="1" widget="datetime"/>
                                </group>
                            </group>
                            <group>
                                <group string="Required Changes" colspan="2">
                                    <field name="revision_notes" nolabel="1" readonly="1"
                                           placeholder="No specific notes provided..."
                                           force_save="1"/>
                                </group>
                            </group>
                        </page>
                        <page string="Status History" name="validation">
                            <div class="text-muted mb-3">
                                <i class="fa fa-info-circle me-1" title="Info"/>
                                Timeline of reviews and approvals for this request.
                            </div>
                            <field name="approval_review_ids" readonly="1" nolabel="1"/>
                        </page>
                    </notebook>

                    <!-- Error Display - User-friendly -->
                    <div class="alert alert-danger" role="alert" invisible="not apply_error">
                        <div class="d-flex align-items-center">
                            <i class="fa fa-exclamation-circle fa-2x me-3" title="Error"/>
                            <div>
                                <h5 class="alert-heading mb-1">Unable to Complete Request</h5>
                                <p class="mb-0">
                                    <field name="apply_error" class="d-inline"/>
                                </p>
                                <small class="text-muted">
                                    If this error persists, please contact your supervisor.
                                </small>
                            </div>
                        </div>
                    </div>
                </sheet>
                <chatter/>
            </form>
        </field>
    </record>

    <!-- ══════════════════════════════════════════════════════════════════════════
         CHANGE REQUEST SEARCH VIEW (Enhanced)
         ══════════════════════════════════════════════════════════════════════════ -->
    <record id="spp_change_request_search" model="ir.ui.view">
        <field name="name">spp.change.request.search</field>
        <field name="model">spp.change.request</field>
        <field name="arch" type="xml">
            <search>
                <field name="name"/>
                <field name="registrant_id"/>
                <field name="request_type_id"/>
                <field name="create_uid" string="Created By"/>
                <separator/>
                <filter name="draft" string="Draft"
                        domain="[('display_state', '=', 'draft')]"/>
                <filter name="pending" string="Under Review"
                        domain="[('display_state', '=', 'pending')]"/>
                <filter name="revision" string="Needs Changes"
                        domain="[('display_state', '=', 'revision')]"/>
                <filter name="approved" string="Approved"
                        domain="[('display_state', '=', 'approved')]"/>
                <filter name="applied" string="Completed"
                        domain="[('display_state', '=', 'applied')]"/>
                <filter name="rejected" string="Declined"
                        domain="[('display_state', '=', 'rejected')]"/>
                <separator/>
                <filter name="my_requests" string="My Requests"
                        domain="[('create_uid', '=', uid)]"/>
                <filter name="needs_action" string="Needs My Action"
                        domain="[('display_state', 'in', ['pending', 'approved'])]"
                        groups="spp_change_request_v2.group_cr_validator,spp_change_request_v2.group_cr_validator_hq"/>
                <separator/>
                <filter name="sla_warning" string="SLA Warning (24h)"
                        domain="[('pending_since', '&lt;', (datetime.datetime.now() - datetime.timedelta(days=1)))]"
                        groups="spp_change_request_v2.group_cr_validator,spp_change_request_v2.group_cr_validator_hq"/>
                <filter name="sla_exceeded" string="SLA Exceeded (48h)"
                        domain="[('pending_since', '&lt;', (datetime.datetime.now() - datetime.timedelta(days=2)))]"
                        groups="spp_change_request_v2.group_cr_validator,spp_change_request_v2.group_cr_validator_hq"/>
                <separator/>
                <filter name="group_type" string="Type"
                        context="{'group_by': 'request_type_id'}"/>
                <filter name="group_state" string="Status"
                        context="{'group_by': 'display_state'}"/>
                <filter name="group_registrant" string="Registrant"
                        context="{'group_by': 'registrant_id'}"/>
                <filter name="group_creator" string="Created By"
                        context="{'group_by': 'create_uid'}"/>
            </search>
        </field>
    </record>

    <!-- ══════════════════════════════════════════════════════════════════════════
         CHANGE REQUEST ACTIONS
         ══════════════════════════════════════════════════════════════════════════ -->

    <!-- Main Action - All Change Requests -->
    <record id="action_change_request" model="ir.actions.act_window">
        <field name="name">Change Requests</field>
        <field name="path">change-requests</field>
        <field name="res_model">spp.change.request</field>
        <field name="view_mode">list,kanban,form,calendar,pivot,graph</field>
        <field name="search_view_id" ref="spp_change_request_search"/>
        <field name="context">{'create_action': 'spp_change_request_v2.action_cr_create_wizard'}</field>
        <field name="help" type="html">
            <p class="o_view_nocontent_smiling_face">
                No change requests found
            </p>
            <p>
                Change requests allow you to propose changes to registrant
                information with an approval workflow.
            </p>
        </field>
    </record>

    <!-- Action - My Change Requests -->
    <record id="action_my_change_requests" model="ir.actions.act_window">
        <field name="name">My Change Requests</field>
        <field name="path">my-change-requests</field>
        <field name="res_model">spp.change.request</field>
        <field name="view_mode">list,kanban,form</field>
        <field name="search_view_id" ref="spp_change_request_search"/>
        <field name="context">{'search_default_my_requests': 1, 'create_action': 'spp_change_request_v2.action_cr_create_wizard'}</field>
        <field name="help" type="html">
            <p class="o_view_nocontent_smiling_face">
                You haven't created any change requests yet
            </p>
        </field>
    </record>

    <!-- Action - Under Review (Validators) -->
    <record id="action_pending_change_requests" model="ir.actions.act_window">
        <field name="name">Under Review</field>
        <field name="path">under-review-change-requests</field>
        <field name="res_model">spp.change.request</field>
        <field name="view_mode">list,kanban,form</field>
        <field name="search_view_id" ref="spp_change_request_search"/>
        <field name="domain">[('display_state', '=', 'pending')]</field>
        <field name="context">{}</field>
        <field name="help" type="html">
            <p class="o_view_nocontent_smiling_face">
                No change requests under review
            </p>
            <p>
                All caught up! Check back later for new submissions.
            </p>
        </field>
    </record>

    <!-- Action - Ready to Apply -->
    <record id="action_approved_change_requests" model="ir.actions.act_window">
        <field name="name">Ready to Apply</field>
        <field name="path">approved-change-requests</field>
        <field name="res_model">spp.change.request</field>
        <field name="view_mode">list,kanban,form</field>
        <field name="search_view_id" ref="spp_change_request_search"/>
        <field name="domain">[('display_state', '=', 'approved')]</field>
        <field name="context">{}</field>
        <field name="help" type="html">
            <p class="o_view_nocontent_smiling_face">
                No approved change requests waiting
            </p>
        </field>
    </record>

    <!-- Action - Analytics -->
    <record id="action_change_request_analytics" model="ir.actions.act_window">
        <field name="name">CR Analytics</field>
        <field name="res_model">spp.change.request</field>
        <field name="view_mode">pivot,graph,list</field>
        <field name="search_view_id" ref="spp_change_request_search"/>
        <field name="context">{}</field>
    </record>

</odoo>