fusion_claims: MOD workflow rework — two-assessment split, 3 submission paths, recovery actions (v19.0.8.0.3)
Reworks the March of Dimes workflow to match reality: the OT does their own disability assessment and provides the VOD letter; our accessibility specialist then visits to produce the proposal/drawings/quote; and the application can be submitted by us (internal), the client, or the authorizer themselves. The old workflow flattened all this into one assessment state with a dead-end funding_denied and no document tracking. Data model (13 new sale.order fields): - 5 new document binaries + filenames: VOD letter, Application Form (filled), Notice of Assessment, Property Tax, Proposal Document - x_fc_mod_submitted_by Selection (internal/client/authorizer) - x_fc_mod_handoff_date, x_fc_mod_vod_requested_date - x_fc_mod_accessibility_specialist_id (m2o res.partner — internal or external) - x_fc_mod_previous_status_before_hold (for proper resume) - x_fc_mod_funding_denial_reason (captured via wizard) Settings (4 res.company fields + res_config_settings mirrors): - x_fc_mod_application_form (blank) + filename - x_fc_mod_vod_form (blank) + filename - x_fc_mod_followup_assignee_mode (office_contact / sales_rep) - x_fc_mod_followup_office_contact_id res.partner: added 'accessibility_specialist' to x_fc_contact_type. State machine: - New state handoff_to_client between quote_submitted and awaiting_funding, used for paths B/C (client or authorizer submits themselves) - Fixed action_mod_on_hold to save x_fc_mod_previous_status_before_hold - Fixed action_mod_resume to restore previous status (was hardcoded to in_production, losing context for cases held earlier) 4 new wizards: - mod_submission_path_wizard — chooses submitted_by, auto-fires VOD request email on first switch to 'internal' - mod_funding_denied_wizard — captures denial category + reason - mod_resubmit_wizard — revises + resubmits denied cases (with optional doc clearing) - mod_submission_confirmed_wizard — records client/authorizer confirmed submission, advances to awaiting_funding 8 new action methods: - action_mod_set_submission_path, action_mod_request_vod, action_mod_handoff_to_client (validates docs, fires handoff email), action_mod_confirmed_submission, action_mod_resubmit_from_denied, action_mod_cancel_from_denied, action_mod_reopen_cancelled - action_mod_funding_denied now opens the denial wizard 3 new email methods + 2 existing fixes: - _send_mod_vod_request_email — auto-attaches blank VOD form from company settings, sent to authorizer when we are handling submission - _send_mod_handoff_email — two templates (client vs authorizer), attaches proposal + drawing + blank MOD Application Form - _mod_company_attachment helper for building attachments from company Binary - Fixed _send_mod_assessment_completed_email to include authorizer - Fixed _send_mod_pod_submitted_email to include client New cron: - _cron_mod_handoff_followup (daily 09:00) — creates mail.activity for office to confirm MOD submission. Assignee via company setting (office contact or sales rep). Uses existing rolling-window cap (2/month per order). Views: - sale_order form: new status-bar buttons (set path, request VOD, handoff, confirm, resubmit, cancel, reopen), new document section in MOD Documents tab with submission-path tracking, denial details, hold history - res_config_settings: new MOD blank forms upload + assignee config Deployed to odoo-westin (westin-v19) and odoo-mobility (mobility). Pre-deploy FK cleanup from earlier session means mobility updated cleanly without workaround. HTTP 200 on both, cron verified active, all new fields present.
This commit is contained in:
gsinghpal
@@ -330,6 +330,77 @@
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</div>
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</div>
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<!-- ============================================================= -->
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<!-- MOD BLANK FORMS + HANDOFF FOLLOW-UP (2026-04 update) -->
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<!-- ============================================================= -->
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<h2>March of Dimes — Blank Forms & Handoff Follow-Up</h2>
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<p class="text-muted">
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Upload the latest revision of the MOD-issued blank forms here.
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They are auto-attached to outgoing emails so every case uses the
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current version. Re-upload whenever March of Dimes publishes a
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new revision.
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</p>
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<div class="row mt-4 o_settings_container">
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<div class="col-12 col-lg-6 o_setting_box">
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<div class="o_setting_right_pane">
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<span class="o_form_label">MOD Application Form (blank)</span>
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<div class="text-muted">
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Attached to the handoff email when client or authorizer
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is submitting the application themselves.
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</div>
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<div class="mt-2">
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<field name="fc_mod_application_form"
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filename="fc_mod_application_form_filename"
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widget="binary"/>
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</div>
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</div>
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</div>
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<div class="col-12 col-lg-6 o_setting_box">
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<div class="o_setting_right_pane">
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<span class="o_form_label">Verification of Disability Form (blank)</span>
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<div class="text-muted">
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Attached to the VOD request email sent to the authorizer
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when our office is handling the MOD submission internally.
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</div>
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<div class="mt-2">
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<field name="fc_mod_vod_form"
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filename="fc_mod_vod_form_filename"
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widget="binary"/>
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</div>
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</div>
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</div>
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</div>
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<div class="row mt-4 o_settings_container">
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<div class="col-12 col-lg-6 o_setting_box">
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<div class="o_setting_right_pane">
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<span class="o_form_label">Handoff Follow-up Assignee</span>
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<div class="text-muted">
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Who gets the follow-up activity when a client or authorizer
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is handling the MOD submission themselves. "Office contact"
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routes all follow-ups to a single designated person. "Sales
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rep" assigns to the rep on each order.
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</div>
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<div class="mt-2">
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<field name="fc_mod_followup_assignee_mode" widget="radio"/>
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</div>
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</div>
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</div>
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<div class="col-12 col-lg-6 o_setting_box">
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<div class="o_setting_right_pane">
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<span class="o_form_label">Office Follow-up Contact</span>
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<div class="text-muted">
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The office user who receives MOD handoff follow-up activities
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when assignee mode is set to Office Contact.
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</div>
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<div class="mt-2">
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<field name="fc_mod_followup_office_contact_id"
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invisible="fc_mod_followup_assignee_mode != 'office_contact'"
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options="{'no_create': True}"/>
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</div>
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</div>
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</div>
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</div>
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<!-- ============================================================= -->
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<!-- DATA MIGRATION -->
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<!-- ============================================================= -->
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@@ -193,12 +193,57 @@
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<!-- Exception buttons -->
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<button name="action_mod_on_hold" type="object"
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string="Hold" class="btn-warning" icon="fa-pause"
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invisible="not x_fc_is_mod_sale or x_fc_mod_status not in ('contract_received', 'in_production', 'project_complete')"/>
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invisible="not x_fc_is_mod_sale or x_fc_mod_status in ('on_hold', 'case_closed', 'cancelled', False)"/>
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<button name="action_mod_resume" type="object"
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string="Resume" class="btn-success" icon="fa-play"
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invisible="not x_fc_is_mod_sale or x_fc_mod_status != 'on_hold'"/>
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<!-- ======================================================= -->
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<!-- MOD 2026-04 UPDATE — new submission-path + recovery btns -->
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<!-- ======================================================= -->
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<!-- Set MOD Submission Path (internal / client / authorizer) -->
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<button name="action_mod_set_submission_path" type="object"
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string="Set Submission Path" class="btn-info" icon="fa-sitemap"
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invisible="not x_fc_is_mod_sale or x_fc_mod_status not in ('assessment_completed', 'processing_drawings', 'quote_submitted')"
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help="Choose who is submitting the MOD application (our office, the client, or the authorizer)"/>
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<!-- Request VOD from Authorizer (manual re-send) -->
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<button name="action_mod_request_vod" type="object"
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string="Request VOD from Authorizer" class="btn-warning" icon="fa-envelope"
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invisible="not x_fc_is_mod_sale or x_fc_mod_submitted_by != 'internal' or x_fc_mod_vod_letter"
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help="Email the authorizer the blank Verification of Disability form to complete. Fires automatically once on first setting submitted_by=internal, this button is for manual re-sends."/>
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<!-- Handoff to Client/Authorizer (paths B/C) -->
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<button name="action_mod_handoff_to_client" type="object"
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string="Handoff Package" class="btn-primary" icon="fa-share"
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invisible="not x_fc_is_mod_sale or x_fc_mod_submitted_by not in ('client', 'authorizer') or x_fc_mod_status not in ('processing_drawings', 'quote_submitted')"
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confirm="This will email the full MOD application package to the client or authorizer and move the case to Handoff state. Continue?"
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help="Email proposal + drawing + blank MOD application form to whoever is submitting, and move the case to handoff_to_client"/>
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<!-- Confirm Submission (for handoff_to_client state) -->
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<button name="action_mod_confirmed_submission" type="object"
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string="Confirm Submission" class="btn-success" icon="fa-check-circle"
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invisible="not x_fc_is_mod_sale or x_fc_mod_status != 'handoff_to_client'"
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help="Client or authorizer confirmed they submitted the application to MOD. Record the date and advance to Awaiting Funding."/>
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<!-- Recovery buttons for funding_denied -->
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<button name="action_mod_resubmit_from_denied" type="object"
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string="Resubmit" class="btn-primary" icon="fa-undo"
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invisible="not x_fc_is_mod_sale or x_fc_mod_status != 'funding_denied'"
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help="Revise and resubmit the case to March of Dimes after a denial"/>
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<button name="action_mod_cancel_from_denied" type="object"
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string="Cancel Case" class="btn-danger" icon="fa-times"
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invisible="not x_fc_is_mod_sale or x_fc_mod_status != 'funding_denied'"
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confirm="Cancel this denied MOD case? This action can be reversed with Reopen."/>
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<button name="action_mod_reopen_cancelled" type="object"
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string="Reopen" class="btn-info" icon="fa-refresh"
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invisible="not x_fc_is_mod_sale or x_fc_mod_status != 'cancelled'"
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confirm="Reopen this cancelled MOD case? Status will reset to Need to Schedule."/>
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</xpath>
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<!-- ============================================= -->
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@@ -234,6 +279,59 @@
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Upload Completion Photos and Proof of Delivery to submit to the case worker.
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</div>
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<!-- ===== 2026-04 MOD Update: Submission Path + Application Package ===== -->
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<separator string="MOD Submission Path"/>
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<div class="alert alert-secondary" role="alert"
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invisible="x_fc_mod_submitted_by">
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<i class="fa fa-question-circle"/> <strong>Who is submitting this application?</strong>
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Click <strong>Set Submission Path</strong> in the status bar above to choose:
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internal (we submit), client, or authorizer.
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</div>
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<group col="4">
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<field name="x_fc_mod_submitted_by" readonly="1"/>
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<field name="x_fc_mod_handoff_date" readonly="1"
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invisible="x_fc_mod_submitted_by == 'internal'"/>
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<field name="x_fc_mod_application_submitted_date" readonly="1"/>
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<field name="x_fc_mod_vod_requested_date" readonly="1"
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invisible="x_fc_mod_submitted_by != 'internal'"/>
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<field name="x_fc_mod_accessibility_specialist_id"
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options="{'no_create': True}"/>
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</group>
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<separator string="MOD Application Package (when WE submit on client's behalf)"
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invisible="x_fc_mod_submitted_by != 'internal'"/>
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<group col="2" invisible="x_fc_mod_submitted_by != 'internal'">
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<field name="x_fc_mod_vod_letter"
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filename="x_fc_mod_vod_letter_filename"
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widget="binary"/>
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<field name="x_fc_mod_application_form_doc"
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filename="x_fc_mod_application_form_doc_filename"
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widget="binary"/>
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<field name="x_fc_mod_notice_of_assessment"
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filename="x_fc_mod_notice_of_assessment_filename"
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widget="binary"/>
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<field name="x_fc_mod_property_tax"
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filename="x_fc_mod_property_tax_filename"
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widget="binary"/>
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</group>
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<separator string="Proposal Document"/>
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<group col="2">
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<field name="x_fc_mod_proposal_doc"
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filename="x_fc_mod_proposal_doc_filename"
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widget="binary"/>
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</group>
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<separator string="Funding Denial Details" invisible="x_fc_mod_status != 'funding_denied'"/>
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<group invisible="x_fc_mod_status != 'funding_denied'">
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<field name="x_fc_mod_funding_denial_reason" readonly="1" nolabel="1"/>
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</group>
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<separator string="Hold History" invisible="not x_fc_mod_previous_status_before_hold"/>
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<group invisible="not x_fc_mod_previous_status_before_hold">
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<field name="x_fc_mod_previous_status_before_hold" readonly="1"/>
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</group>
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<!-- ===== Row 1: Assessment Documents ===== -->
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<div class="row">
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<!-- Column 1: Assessment and Design -->
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