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
@@ -388,6 +388,7 @@
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<small class="text-muted">Determines which sale order / funding workflow this case enters.</small>
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</div>
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</div>
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<input type="hidden" name="visit_id" id="acc_visit_id"/>
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</div>
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</div>
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</template>
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@@ -647,6 +648,15 @@
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// Fallback if Google Maps not loaded
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window.initAddressAutocomplete = window.initAddressAutocomplete || function() {};
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// Carry visit_id from the workspace launch (?visit_id=) into the form
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(function() {
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var _vid = new URLSearchParams(window.location.search).get('visit_id');
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if (_vid) {
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var f = document.getElementById('acc_visit_id');
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if (f) { f.value = _vid; }
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}
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})();
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// Form submission
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function saveAssessment(createSaleOrder) {
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var form = document.getElementById('accessibility_form');
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@@ -98,6 +98,7 @@
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<option value="rollator" t-att-selected="assessment.equipment_type == 'rollator' if assessment else False">Rollator</option>
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<option value="wheelchair" t-att-selected="assessment.equipment_type == 'wheelchair' if assessment else False">Wheelchair</option>
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<option value="powerchair" t-att-selected="assessment.equipment_type == 'powerchair' if assessment else False">Powerchair</option>
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<option value="scooter" t-att-selected="assessment.equipment_type == 'scooter' if assessment else False">Mobility Scooter</option>
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</select>
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</div>
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@@ -688,8 +689,62 @@
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<label class="form-label fw-bold">Additional Information/Customization</label>
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<textarea name="additional_customization" class="form-control powerchair-field" rows="4" placeholder="Enter any additional requirements or customization notes..."><t t-esc="assessment.additional_customization if assessment else ''"/></textarea>
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</div>
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<!-- Power-mobility home-accessibility — ADP hard rule -->
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<div class="mb-4 p-3 border rounded bg-light">
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<label class="form-label fw-bold">Home accessible for the device — inside & outside?</label>
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<select name="x_fc_power_home_accessible" class="form-control">
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<option value="">-- Select --</option>
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<option value="yes" t-att-selected="assessment.x_fc_power_home_accessible == 'yes' if assessment else False">Yes — usable inside and outside independently</option>
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<option value="no" t-att-selected="assessment.x_fc_power_home_accessible == 'no' if assessment else False">No — home needs accessibility work</option>
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</select>
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<div class="alert alert-warning mt-2 mb-0">
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<i class="fa fa-exclamation-triangle"/> ADP funds power mobility only if the device can enter and be used at the residence <strong>independently, without lifting</strong> (not left outside / in the garage). If <strong>No</strong>, add an accessibility assessment (ramp / porch lift) for the home.
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</div>
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<textarea name="x_fc_power_home_access_notes" class="form-control mt-2" rows="2" placeholder="Access notes (entry steps, garage, thresholds, turning space...)"><t t-esc="assessment.x_fc_power_home_access_notes if assessment else ''"/></textarea>
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</div>
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</div>
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<!-- ===== MOBILITY SCOOTER ===== -->
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<div id="scooter_form" class="equipment-form" style="display: none;">
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<h2 class="text-center fw-bold text-uppercase mb-4">Mobility Scooter Assessment</h2>
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<div class="mb-4">
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<label class="form-label fw-bold">Scooter Type</label>
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<select name="scooter_type" class="form-select">
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<option value="">-- Select Type --</option>
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<option value="travel_3" t-att-selected="assessment.scooter_type == 'travel_3' if assessment else False">3-Wheel Travel/Portable</option>
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<option value="travel_4" t-att-selected="assessment.scooter_type == 'travel_4' if assessment else False">4-Wheel Travel/Portable</option>
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<option value="standard_3" t-att-selected="assessment.scooter_type == 'standard_3' if assessment else False">3-Wheel Standard</option>
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<option value="standard_4" t-att-selected="assessment.scooter_type == 'standard_4' if assessment else False">4-Wheel Standard</option>
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<option value="heavy_duty" t-att-selected="assessment.scooter_type == 'heavy_duty' if assessment else False">Heavy-Duty / Bariatric</option>
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</select>
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</div>
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<div class="row mb-3">
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<div class="col-12 col-md-6 mb-3">
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<label class="form-label fw-bold">Maximum Range Needed (km)</label>
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<div class="input-group">
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<input type="number" step="1" name="scooter_max_range" class="form-control"
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t-att-value="assessment.scooter_max_range if assessment else ''"/>
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<span class="input-group-text">km</span>
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</div>
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</div>
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</div>
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<!-- Power-mobility home-accessibility — ADP hard rule -->
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<div class="mb-4 p-3 border rounded bg-light">
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<label class="form-label fw-bold">Home accessible for the device — inside & outside?</label>
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<select name="x_fc_power_home_accessible" class="form-control">
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<option value="">-- Select --</option>
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<option value="yes" t-att-selected="assessment.x_fc_power_home_accessible == 'yes' if assessment else False">Yes — usable inside and outside independently</option>
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<option value="no" t-att-selected="assessment.x_fc_power_home_accessible == 'no' if assessment else False">No — home needs accessibility work</option>
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</select>
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<div class="alert alert-warning mt-2 mb-0">
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<i class="fa fa-exclamation-triangle"/> ADP funds power mobility only if the device can enter and be used at the residence <strong>independently, without lifting</strong> (not left outside / in the garage). If <strong>No</strong>, add an accessibility assessment (ramp / porch lift) for the home.
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</div>
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<textarea name="x_fc_power_home_access_notes" class="form-control mt-2" rows="2" placeholder="Access notes (entry steps, garage, thresholds, turning space...)"><t t-esc="assessment.x_fc_power_home_access_notes if assessment else ''"/></textarea>
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</div>
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</div>
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</div>
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</div>
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@@ -1278,6 +1333,7 @@
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var rollatorForm = document.getElementById('rollator_form');
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var wheelchairForm = document.getElementById('wheelchair_form');
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var powerchairForm = document.getElementById('powerchair_form');
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var scooterForm = document.getElementById('scooter_form');
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var wheelchairTypeSelect = document.querySelector('select[name="wheelchair_type"]');
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var reasonSelect = document.getElementById('reason_for_application');
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var previousFundingContainer = document.getElementById('previous_funding_date_container');
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@@ -1339,13 +1395,16 @@
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disableFormInputs(rollatorForm);
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disableFormInputs(wheelchairForm);
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disableFormInputs(powerchairForm);
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disableFormInputs(scooterForm);
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if (value === 'rollator') {
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enableFormInputs(rollatorForm);
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} else if (value === 'wheelchair') {
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enableFormInputs(wheelchairForm);
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} else if (value === 'powerchair') {
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enableFormInputs(powerchairForm);
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} else if (value === 'scooter') {
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enableFormInputs(scooterForm);
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}
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}
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115
fusion_portal/views/portal_visit.xml
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115
fusion_portal/views/portal_visit.xml
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@@ -0,0 +1,115 @@
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<?xml version="1.0" encoding="UTF-8"?>
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<odoo>
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<template id="portal_visit_workspace" name="Assessment Visit Workspace">
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<t t-call="portal.portal_layout">
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<t t-set="no_breadcrumbs" t-value="True"/>
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<div class="container py-4">
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<nav aria-label="breadcrumb" class="mb-3">
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<ol class="breadcrumb">
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<li class="breadcrumb-item"><a href="/my">Dashboard</a></li>
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<li class="breadcrumb-item active">Assessment Visit</li>
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</ol>
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</nav>
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<t t-if="error">
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<div class="alert alert-danger"><i class="fa fa-exclamation-circle"/> <t t-esc="error"/></div>
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</t>
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<div class="d-flex justify-content-between align-items-center mb-3">
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<h3 class="mb-0"><i class="fa fa-clipboard text-primary"/> Visit <t t-esc="visit.name"/></h3>
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<span class="badge bg-secondary"><span t-field="visit.state"/></span>
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</div>
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<t t-if="visit.state == 'done'">
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<div class="alert alert-success">
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<strong>Visit completed.</strong> Sale orders created:
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<ul class="mb-0">
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<t t-foreach="visit.sale_order_ids" t-as="so">
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<li><a t-attf-href="/my/sales/case/{{so.id}}"><t t-esc="so.name"/></a> — <span t-field="so.x_fc_sale_type"/></li>
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</t>
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</ul>
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</div>
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</t>
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<!-- Assessments added this visit -->
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<div class="card border-0 shadow-sm mb-4">
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<div class="card-header bg-white"><strong>Assessments this visit</strong> (<t t-esc="visit.assessment_count"/>)</div>
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<div class="card-body">
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<p t-if="not visit.assessment_count" class="text-muted mb-0">
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Nothing added yet — use the buttons below to add what you're assessing.
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</p>
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<ul class="list-group" t-if="visit.assessment_count">
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<t t-foreach="visit.adp_assessment_ids" t-as="a">
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<li class="list-group-item d-flex justify-content-between align-items-center">
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<span><i class="fa fa-wheelchair text-primary"/> ADP — <span t-field="a.equipment_type"/></span>
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<span class="badge bg-light text-dark"><span t-field="a.state"/></span>
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</li>
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</t>
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<t t-foreach="visit.accessibility_assessment_ids" t-as="a">
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<li class="list-group-item d-flex justify-content-between align-items-center">
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<span><span t-field="a.assessment_type"/> — <span t-field="a.x_fc_funding_source"/></span>
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<span class="badge bg-light text-dark"><span t-field="a.state"/></span>
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</li>
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</t>
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</ul>
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</div>
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</div>
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<t t-if="visit.state != 'done'">
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<!-- Add assessment -->
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<div class="card border-0 shadow-sm mb-4">
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<div class="card-header bg-white"><strong>+ Add assessment</strong></div>
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<div class="card-body d-flex flex-wrap gap-2">
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<a class="btn btn-outline-primary" t-attf-href="/my/assessment/express?visit_id={{visit.id}}">Wheelchair / ADP</a>
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<a class="btn btn-outline-primary" t-attf-href="/my/accessibility/stairlift/straight?visit_id={{visit.id}}">Straight Stair Lift</a>
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<a class="btn btn-outline-primary" t-attf-href="/my/accessibility/stairlift/curved?visit_id={{visit.id}}">Curved Stair Lift</a>
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<a class="btn btn-outline-primary" t-attf-href="/my/accessibility/vpl?visit_id={{visit.id}}">Platform / Porch Lift</a>
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<a class="btn btn-outline-primary" t-attf-href="/my/accessibility/ceiling-lift?visit_id={{visit.id}}">Ceiling Lift</a>
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<a class="btn btn-outline-primary" t-attf-href="/my/accessibility/ramp?visit_id={{visit.id}}">Custom Ramp</a>
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<a class="btn btn-outline-primary" t-attf-href="/my/accessibility/bathroom?visit_id={{visit.id}}">Bathroom Mod</a>
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<a class="btn btn-outline-primary" t-attf-href="/my/accessibility/tub-cutout?visit_id={{visit.id}}">Tub Cutout</a>
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</div>
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</div>
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<!-- Client details (deferred) -->
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<div class="card border-0 shadow-sm mb-4">
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<div class="card-header bg-white"><strong>Client details</strong>
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<span class="text-muted small">— fill in after the therapist leaves</span></div>
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<div class="card-body">
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<form t-attf-action="/my/visit/{{visit.id}}/save" method="post">
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<input type="hidden" name="csrf_token" t-att-value="request.csrf_token()"/>
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<div class="row">
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<div class="col-md-6 mb-3"><label class="form-label">Client Name</label>
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<input type="text" name="client_name" class="form-control" t-att-value="visit.client_name"/></div>
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<div class="col-md-6 mb-3"><label class="form-label">Phone</label>
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<input type="text" name="client_phone" class="form-control" t-att-value="visit.client_phone"/></div>
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<div class="col-md-6 mb-3"><label class="form-label">Email</label>
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<input type="email" name="client_email" class="form-control" t-att-value="visit.client_email"/></div>
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<div class="col-md-6 mb-3"><label class="form-label">Address</label>
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<input type="text" name="client_address" class="form-control" t-att-value="visit.client_address"/></div>
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</div>
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<div class="mb-3" t-if="visit.has_mod_items">
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<label class="form-label">Income under March of Dimes threshold?
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<span class="text-muted small">(MOD covers up to $15k/person, lifetime)</span></label>
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<select name="x_fc_income_under_mod_threshold" class="form-select">
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<option value="unknown" t-att-selected="visit.x_fc_income_under_mod_threshold == 'unknown'">Unknown</option>
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<option value="yes" t-att-selected="visit.x_fc_income_under_mod_threshold == 'yes'">Yes — under threshold (full $15k)</option>
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<option value="no" t-att-selected="visit.x_fc_income_under_mod_threshold == 'no'">No — over threshold (may be denied/partial)</option>
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</select>
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</div>
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<button type="submit" class="btn btn-secondary">Save client details</button>
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</form>
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</div>
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</div>
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<!-- Complete -->
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<form t-attf-action="/my/visit/{{visit.id}}/complete" method="post" t-if="visit.assessment_count">
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<input type="hidden" name="csrf_token" t-att-value="request.csrf_token()"/>
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<button type="submit" class="btn btn-primary btn-lg">Complete visit & create sale orders →</button>
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<p class="text-muted small mt-2">Creates one sale order per funding workflow (ADP / March of Dimes / private / ...).</p>
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</form>
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</t>
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</div>
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</t>
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</template>
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</odoo>
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108
fusion_portal/views/visit_views.xml
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108
fusion_portal/views/visit_views.xml
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@@ -0,0 +1,108 @@
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<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<!-- Form -->
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<record id="view_fusion_assessment_visit_form" model="ir.ui.view">
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<field name="name">fusion.assessment.visit.form</field>
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<field name="model">fusion.assessment.visit</field>
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<field name="arch" type="xml">
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<form>
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<header>
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<button name="action_complete_visit" type="object"
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string="Complete Visit & Create Sale Orders"
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class="btn-primary" invisible="state == 'done'"/>
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<field name="state" widget="statusbar"
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statusbar_visible="measuring,client_pending,done"/>
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</header>
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<sheet>
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<div class="oe_title">
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<h1><field name="name" readonly="1"/></h1>
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</div>
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<group>
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<group string="Client">
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<field name="partner_id"/>
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<field name="client_name"/>
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<field name="client_phone"/>
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<field name="client_email"/>
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</group>
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<group string="Visit">
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<field name="visit_date"/>
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<field name="sales_rep_id"/>
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<field name="authorizer_id"/>
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<field name="has_mod_items" invisible="1"/>
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<field name="x_fc_income_under_mod_threshold"
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invisible="not has_mod_items"/>
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</group>
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</group>
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<div class="alert alert-info" role="alert" invisible="not has_mod_items">
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<strong>March of Dimes:</strong> covers up to $15,000 per person
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(lifetime), income-gated. Confirm the client's income status above.
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</div>
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<notebook>
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<page string="Accessibility Assessments">
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<field name="accessibility_assessment_ids" readonly="1">
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<list>
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<field name="reference"/>
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<field name="assessment_type"/>
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<field name="x_fc_funding_source"/>
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<field name="state"/>
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<field name="sale_order_id"/>
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</list>
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</field>
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</page>
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<page string="ADP Assessments">
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<field name="adp_assessment_ids" readonly="1">
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<list>
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<field name="equipment_type"/>
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<field name="state"/>
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<field name="sale_order_id"/>
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</list>
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</field>
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</page>
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<page string="Sale Orders">
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<field name="sale_order_ids" readonly="1">
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<list>
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<field name="name"/>
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<field name="x_fc_sale_type"/>
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<field name="state"/>
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<field name="amount_total"/>
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</list>
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</field>
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</page>
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</notebook>
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</sheet>
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<chatter/>
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</form>
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</field>
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</record>
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<!-- List -->
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<record id="view_fusion_assessment_visit_list" model="ir.ui.view">
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<field name="name">fusion.assessment.visit.list</field>
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<field name="model">fusion.assessment.visit</field>
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<field name="arch" type="xml">
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<list>
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<field name="name"/>
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<field name="visit_date"/>
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<field name="partner_id"/>
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<field name="client_name"/>
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<field name="sales_rep_id"/>
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<field name="assessment_count"/>
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<field name="sale_order_count"/>
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<field name="state"/>
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</list>
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</field>
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</record>
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<!-- Action + menu -->
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<record id="action_fusion_assessment_visit" model="ir.actions.act_window">
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<field name="name">Assessment Visits</field>
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<field name="res_model">fusion.assessment.visit</field>
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<field name="view_mode">list,form</field>
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</record>
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<menuitem id="menu_fusion_assessment_visit"
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name="Assessment Visits"
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parent="sale.sale_menu_root"
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action="action_fusion_assessment_visit"
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sequence="50"/>
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</odoo>
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Reference in New Issue
Block a user