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@gigarun gigarun commented Nov 14, 2025

Add Kanban view mode to WebPortal for invoices, orders and proposals

Summary

Add Kanban view mode to WebPortal module for customer-facing portal, allowing clients to view their invoices, orders, and proposals in a visual card-based layout instead of just table view.

Features

View toggle buttons to switch between List and Kanban modes
Responsive grid layout adapting to screen size (4/3/2/1 columns)
Rich kanban cards displaying:

  • Document reference
  • Status badge (validated, paid, etc.)
  • Total amount with tax
  • Remainder to pay (for invoices)
  • PDF download link
    Mode parameter persistence via URL and forms
    CSS styling with hover effects and smooth transitions

Technical Implementation

Modified Files

Core classes:

  • htdocs/webportal/class/html.formlistwebportal.class.php
    • Added elementKanban() method for kanban rendering
    • Added renderKanbanCard() method for card generation
    • Support for mode parameter ('list' or 'kanban')

Controllers:

  • htdocs/webportal/controllers/invoicelist.controller.class.php
  • htdocs/webportal/controllers/orderlist.controller.class.php
  • htdocs/webportal/controllers/propallist.controller.class.php
    • Added view toggle buttons in display() method
    • Pass mode parameter to elementList()

Styling:

  • htdocs/public/webportal/css/kanban.css (new file)
    • Responsive grid with flexbox
    • Card styling with hover effects
    • Mobile-friendly breakpoints (@media queries)
  • htdocs/public/webportal/css/style.css.php
    • Import kanban.css

Code Quality

  • ✅ No database changes required
  • ✅ Backward compatible (list view remains default)
  • ✅ Respects existing webportal permissions
  • ✅ Follows Dolibarr coding standards
  • ✅ Reuses existing translation keys
  • ✅ Multilingue support (fr_FR, en_US)

Testing

Tested with:

  • ✅ Invoices with various statuses (draft, validated, paid, unpaid)
  • ✅ Orders and proposals
  • ✅ Desktop and mobile viewports
  • ✅ French and English translations
  • ✅ Pagination (multiple pages)
  • ✅ Search filters applied
  • ✅ Sorting by different fields

Screenshots

Desktop View (4 columns responsive grid)

┌─────────────┐ ┌─────────────┐ ┌─────────────┐ ┌─────────────┐
│ FA2510-0001 │ │ FA2510-0002 │ │ FA2510-0003 │ │ FA2510-0004 │
│ Payé        │ │ Impayé      │ │ Validée     │ │ Payé        │
│ 1 234,56 €  │ │ 987,65 €    │ │ 456,78 €    │ │ 2 345,67 €  │
│ [📄 PDF]    │ │ Reste: 500€ │ │ Reste: 456€ │ │ [📄 PDF]    │
│             │ │ [📄 PDF]    │ │ [📄 PDF]    │ │             │
└─────────────┘ └─────────────┘ └─────────────┘ └─────────────┘

Mobile View (1 column stacked)

┌─────────────────────┐
│ FA2510-0001         │
│ Payé                │
│ Montant: 1 234,56 € │
│ [📄 PDF]            │
└─────────────────────┘
┌─────────────────────┐
│ FA2510-0002         │
│ Impayé              │
│ Montant: 987,65 €   │
│ Reste: 500,00 €     │
│ [📄 PDF]            │
└─────────────────────┘

Compatibility

  • Dolibarr version: 22.0+ (tested on 22.0.2)
  • PHP version: 7.4+ / 8.0+
  • Browsers: Modern browsers (Chrome, Firefox, Safari, Edge)
  • Mobile: Responsive design tested on iOS and Android

User Experience Improvements

Before (List view only):

  • Table layout with many columns
  • Difficult to read on mobile
  • No visual hierarchy
  • Lots of scrolling

After (Kanban option):

  • Clean card-based interface
  • Mobile-friendly responsive grid
  • Visual status badges with colors
  • Quick access to PDF downloads
  • Easy scanning of important info

Future Enhancements (Out of scope for this PR)

Potential future additions could include:

  • Drag & drop to change status (for internal kanban)
  • Filters by status directly on kanban view
  • Grouping by status columns (like Trello)
  • Online payment button for unpaid invoices (requires payment modules)

Migration Notes

No migration required. This is a pure addition:

  • Default behavior unchanged (list view)
  • Users can opt-in to kanban view via toggle button
  • No configuration changes needed
  • Works immediately after upgrade

Pull Request Checklist:

  • Code follows Dolibarr coding standards
  • No PHP errors or warnings
  • Tested on multiple browsers
  • Responsive design verified
  • No database schema changes
  • Backward compatible
  • Translation keys exist (reused from core)
  • Documentation updated (inline comments)

gigarun and others added 3 commits November 13, 2025 07:12
This commit adds a visual Kanban board view for the WebPortal module,
allowing customers to view their proposals, orders, and invoices organized
by status columns.

Changes:
- Added elementKanban() method to FormListWebPortal class
- Added getItemsByStatus() and renderKanbanCard() helper methods
- Modified PropalListController, OrderListController, and InvoiceListController
  to support mode switching (list/kanban) via GET parameter
- Created kanban.css with complete styling for kanban board, columns, and cards
- Added kanban.css import to style.css.php
- View toggle buttons use existing translations (ViewList, ViewKanban from main.lang)

Features:
- Responsive card-based layout
- Status columns with item count badges
- Hover effects and smooth transitions
- Horizontal scrolling for multiple columns
- Mobile-responsive design
- Displays reference, date, and amount on each card

Technical implementation:
- Mode is controlled via GET parameter ?mode=list or ?mode=kanban
- Kanban view queries database grouped by status (fk_statut)
- Limited to 50 items per column for performance
- Uses existing Dolibarr status labels and translations
- Compatible with multi-entity configuration

Usage:
Customers can switch between list and kanban views using toggle buttons
at the top of proposal, order, and invoice list pages in the WebPortal.
Add missing @import "kanban.css"; in global.css.php to ensure
kanban styles are loaded in WebPortal header.

Without this import, the responsive grid layout and card styling
are not applied, causing kanban view to display incorrectly.

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude <[email protected]>
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2 participants