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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@@ -53,6 +53,17 @@ class SaleOrder(models.Model):
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'sale order — stair lift, VPL, ceiling lift, ramp, bathroom mod, '
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'or tub cutout visits.',
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)
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# Link to the assessment visit (one visit -> one SO per funding workflow).
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visit_id = fields.Many2one(
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'fusion.assessment.visit',
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string='Assessment Visit',
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readonly=True,
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index=True,
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help='The home visit this sale order was generated from. A visit '
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'produces one sale order per funding workflow (ADP / MOD / ODSP / '
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'private / ...).',
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)
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# Authorizer helper field (consolidates multiple possible fields)
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portal_authorizer_id = fields.Many2one(
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