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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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108
fusion_portal/views/visit_views.xml Normal file
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<?xml version="1.0" encoding="utf-8"?>
<odoo>
<!-- Form -->
<record id="view_fusion_assessment_visit_form" model="ir.ui.view">
<field name="name">fusion.assessment.visit.form</field>
<field name="model">fusion.assessment.visit</field>
<field name="arch" type="xml">
<form>
<header>
<button name="action_complete_visit" type="object"
string="Complete Visit &amp; Create Sale Orders"
class="btn-primary" invisible="state == 'done'"/>
<field name="state" widget="statusbar"
statusbar_visible="measuring,client_pending,done"/>
</header>
<sheet>
<div class="oe_title">
<h1><field name="name" readonly="1"/></h1>
</div>
<group>
<group string="Client">
<field name="partner_id"/>
<field name="client_name"/>
<field name="client_phone"/>
<field name="client_email"/>
</group>
<group string="Visit">
<field name="visit_date"/>
<field name="sales_rep_id"/>
<field name="authorizer_id"/>
<field name="has_mod_items" invisible="1"/>
<field name="x_fc_income_under_mod_threshold"
invisible="not has_mod_items"/>
</group>
</group>
<div class="alert alert-info" role="alert" invisible="not has_mod_items">
<strong>March of Dimes:</strong> covers up to $15,000 per person
(lifetime), income-gated. Confirm the client's income status above.
</div>
<notebook>
<page string="Accessibility Assessments">
<field name="accessibility_assessment_ids" readonly="1">
<list>
<field name="reference"/>
<field name="assessment_type"/>
<field name="x_fc_funding_source"/>
<field name="state"/>
<field name="sale_order_id"/>
</list>
</field>
</page>
<page string="ADP Assessments">
<field name="adp_assessment_ids" readonly="1">
<list>
<field name="equipment_type"/>
<field name="state"/>
<field name="sale_order_id"/>
</list>
</field>
</page>
<page string="Sale Orders">
<field name="sale_order_ids" readonly="1">
<list>
<field name="name"/>
<field name="x_fc_sale_type"/>
<field name="state"/>
<field name="amount_total"/>
</list>
</field>
</page>
</notebook>
</sheet>
<chatter/>
</form>
</field>
</record>
<!-- List -->
<record id="view_fusion_assessment_visit_list" model="ir.ui.view">
<field name="name">fusion.assessment.visit.list</field>
<field name="model">fusion.assessment.visit</field>
<field name="arch" type="xml">
<list>
<field name="name"/>
<field name="visit_date"/>
<field name="partner_id"/>
<field name="client_name"/>
<field name="sales_rep_id"/>
<field name="assessment_count"/>
<field name="sale_order_count"/>
<field name="state"/>
</list>
</field>
</record>
<!-- Action + menu -->
<record id="action_fusion_assessment_visit" model="ir.actions.act_window">
<field name="name">Assessment Visits</field>
<field name="res_model">fusion.assessment.visit</field>
<field name="view_mode">list,form</field>
</record>
<menuitem id="menu_fusion_assessment_visit"
name="Assessment Visits"
parent="sale.sale_menu_root"
action="action_fusion_assessment_visit"
sequence="50"/>
</odoo>