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