feat(fusion_portal): assessment-visit redesign - live on westin 19.0.2.9.0

Bundles multiple assessments per home visit; on completion groups them by
funding workflow (x_fc_sale_type) into one draft sale order per workflow
(March of Dimes / ADP / ODSP / WSIB / private / hardship / insurance).
Adds the mobility scooter ADP device type, the power-mobility home-access
rule, ADP multi-device combination guard, and the portal visit workspace.

Verified on a westin-v19 clone (clean registry load + funding-grouping
smoke test) then deployed to westin prod (fusion_portal 19.0.2.9.0).
Prod's pre-existing orphaned tax links were preserved (Odoo skips existing
FKs), pending a later audit.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
This commit is contained in:
gsinghpal
2026-06-02 08:23:43 -04:00
parent 319de06ca6
commit 13fabb0e79
14 changed files with 722 additions and 9 deletions

View File

@@ -1,7 +1,7 @@
# -*- coding: utf-8 -*-
{
'name': 'Fusion Authorizer & Sales Portal',
'version': '19.0.2.8.0',
'version': '19.0.2.9.0',
'category': 'Sales/Portal',
'summary': 'Portal for Authorizers (OTs) and Sales Reps with Assessment Forms',
'description': """
@@ -64,12 +64,14 @@ This module provides external portal access for:
'data/portal_menu_data.xml',
'data/ir_actions_server_data.xml',
'data/welcome_articles.xml',
'data/visit_data.xml',
# Views
'views/res_partner_views.xml',
'views/sale_order_views.xml',
'views/assessment_views.xml',
'views/loaner_checkout_views.xml',
'views/pdf_template_views.xml',
'views/visit_views.xml',
# Portal Templates
'views/portal_templates.xml',
'views/portal_assessment_express.xml',
@@ -79,6 +81,7 @@ This module provides external portal access for:
'views/portal_technician_templates.xml',
'views/portal_book_assessment.xml',
'views/portal_page11_sign_templates.xml',
'views/portal_visit.xml',
],
'assets': {
'web.assets_backend': [