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

@@ -45,6 +45,7 @@ class FusionAssessment(models.Model):
('rollator', 'Rollator'),
('wheelchair', 'Wheelchair'),
('powerchair', 'Powerchair'),
('scooter', 'Mobility Scooter'),
], string='Equipment Type', tracking=True, index=True)
# Rollator Types
@@ -69,6 +70,31 @@ class FusionAssessment(models.Model):
('type_2', 'Adult Power Base Type 2'),
('type_3', 'Adult Power Base Type 3'),
], string='Powerchair Type')
# ===== MOBILITY SCOOTER (ADP) — 2026-06 Phase 2 =====
scooter_type = fields.Selection([
('travel_3', '3-Wheel Travel/Portable'),
('travel_4', '4-Wheel Travel/Portable'),
('standard_3', '3-Wheel Standard'),
('standard_4', '4-Wheel Standard'),
('heavy_duty', 'Heavy-Duty / Bariatric'),
], string='Scooter Type')
scooter_max_range = fields.Float(
string='Maximum Range Needed (km)', digits=(10, 1),
help='Maximum distance the client needs the scooter to travel on a charge.',
)
# ===== POWER-MOBILITY HOME ACCESSIBILITY (ADP hard rule) =====
# Applies to scooter + power wheelchair: ADP funds power mobility only if the
# device can enter and be used at the residence independently, without lifting.
x_fc_power_home_accessible = fields.Selection([
('yes', 'Yes — usable inside and outside independently'),
('no', 'No — home needs accessibility work'),
], string='Home accessible for power-mobility device?',
help='ADP will not fund a scooter / power wheelchair if the home cannot '
'take it (device left outside or in the garage). If No, the home '
'needs an accessibility product (ramp / porch lift).')
x_fc_power_home_access_notes = fields.Text(string='Home Access Notes')
# ===== EXPRESS FORM: ROLLATOR MEASUREMENTS =====
rollator_handle_height = fields.Float(string='Handle Height (inches)', digits=(10, 2))
@@ -425,7 +451,15 @@ class FusionAssessment(models.Model):
readonly=True,
copy=False,
)
visit_id = fields.Many2one(
'fusion.assessment.visit',
string='Assessment Visit',
ondelete='set null',
index=True,
help='The home visit this ADP assessment belongs to (groups multiple '
'assessments / funding workflows from one visit).',
)
# ===== COMPUTED FIELDS =====
document_count = fields.Integer(
string='Document Count',