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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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2
fusion_portal/security/ir.model.access.csv
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@@ -7,6 +7,8 @@ access_fusion_assessment_user,fusion.assessment.user,model_fusion_assessment,bas
access_fusion_assessment_portal,fusion.assessment.portal,model_fusion_assessment,base.group_portal,1,1,1,0
access_fusion_accessibility_assessment_user,fusion.accessibility.assessment.user,model_fusion_accessibility_assessment,base.group_user,1,1,1,1
access_fusion_accessibility_assessment_portal,fusion.accessibility.assessment.portal,model_fusion_accessibility_assessment,base.group_portal,1,1,1,0
access_fusion_assessment_visit_user,fusion.assessment.visit.user,model_fusion_assessment_visit,base.group_user,1,1,1,1
access_fusion_assessment_visit_portal,fusion.assessment.visit.portal,model_fusion_assessment_visit,base.group_portal,1,1,1,0
access_fusion_pdf_template_user,fusion.pdf.template.user,model_fusion_pdf_template,base.group_user,1,1,1,1
access_fusion_pdf_template_preview_user,fusion.pdf.template.preview.user,model_fusion_pdf_template_preview,base.group_user,1,1,1,1
access_fusion_pdf_template_field_user,fusion.pdf.template.field.user,model_fusion_pdf_template_field,base.group_user,1,1,1,1
1 id name model_id:id group_id:id perm_read perm_write perm_create perm_unlink
7 access_fusion_assessment_portal fusion.assessment.portal model_fusion_assessment base.group_portal 1 1 1 0
8 access_fusion_accessibility_assessment_user fusion.accessibility.assessment.user model_fusion_accessibility_assessment base.group_user 1 1 1 1
9 access_fusion_accessibility_assessment_portal fusion.accessibility.assessment.portal model_fusion_accessibility_assessment base.group_portal 1 1 1 0
10 access_fusion_assessment_visit_user fusion.assessment.visit.user model_fusion_assessment_visit base.group_user 1 1 1 1
11 access_fusion_assessment_visit_portal fusion.assessment.visit.portal model_fusion_assessment_visit base.group_portal 1 1 1 0
12 access_fusion_pdf_template_user fusion.pdf.template.user model_fusion_pdf_template base.group_user 1 1 1 1
13 access_fusion_pdf_template_preview_user fusion.pdf.template.preview.user model_fusion_pdf_template_preview base.group_user 1 1 1 1
14 access_fusion_pdf_template_field_user fusion.pdf.template.field.user model_fusion_pdf_template_field base.group_user 1 1 1 1