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

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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
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13
fusion_portal/data/visit_data.xml Normal file
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<?xml version="1.0" encoding="utf-8"?>
<odoo>
<data noupdate="1">
<!-- Reference sequence for assessment visits (VISIT/2026/0001) -->
<record id="seq_fusion_assessment_visit" model="ir.sequence">
<field name="name">Assessment Visit</field>
<field name="code">fusion.assessment.visit</field>
<field name="prefix">VISIT/%(year)s/</field>
<field name="padding">4</field>
<field name="company_id" eval="False"/>
</record>
</data>
</odoo>