feat(fusion_portal): Phase 3 - assessment visit workspace (accessibility path)

Adds the portal workspace: /my/visit/new starts a visit; /my/visit/<id> shows the
add-as-you-go workspace (add buttons -> existing forms carrying ?visit_id, a
deferred client+funding form, and a Complete button). Accessibility forms launched
from a visit save as a DRAFT linked to it (JS carries visit_id into the form; the
controller captures it and skips the per-assessment SO) - the VISIT completion then
creates the grouped per-funding sale orders.

NOT YET: express/ADP form visit-linking, email consolidation, polished tablet UI.
Untested locally (Enterprise dep) - clone verification pending.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

fusion_portal/controllers/portal_main.py

@@ -2479,6 +2479,56 @@ class AuthorizerPortal(CustomerPortal):
         template = template_map.get(assessment_type, 'fusion_portal.portal_accessibility_selector')
         return request.render(template, values)
     
+    # ==========================================================================
+    # ASSESSMENT VISIT WORKSPACE (Phase 1b/3)
+    # ==========================================================================
+    @http.route('/my/visit/new', type='http', auth='user', website=True)
+    def visit_new(self, **kw):
+        """Start a new assessment visit and open its workspace."""
+        partner = request.env.user.partner_id
+        if not partner.is_sales_rep_portal and not partner.is_authorizer:
+            return request.redirect('/my')
+        visit = request.env['fusion.assessment.visit'].sudo().create({
+            'sales_rep_id': request.env.user.id,
+        })
+        return request.redirect('/my/visit/%s' % visit.id)
+
+    @http.route('/my/visit/<int:visit_id>', type='http', auth='user', website=True)
+    def visit_workspace(self, visit_id, **kw):
+        visit = request.env['fusion.assessment.visit'].sudo().browse(visit_id)
+        if not visit.exists():
+            return request.redirect('/my')
+        return request.render('fusion_portal.portal_visit_workspace', {
+            'visit': visit,
+            'page_name': 'visit',
+            'error': kw.get('error'),
+        })
+
+    @http.route('/my/visit/<int:visit_id>/save', type='http', auth='user', methods=['POST'], website=True, csrf=True)
+    def visit_save_client(self, visit_id, **post):
+        visit = request.env['fusion.assessment.visit'].sudo().browse(visit_id)
+        if visit.exists():
+            visit.write({
+                'client_name': (post.get('client_name') or '').strip(),
+                'client_phone': (post.get('client_phone') or '').strip(),
+                'client_email': (post.get('client_email') or '').strip(),
+                'client_address': (post.get('client_address') or '').strip(),
+                'x_fc_income_under_mod_threshold': post.get('x_fc_income_under_mod_threshold') or 'unknown',
+            })
+        return request.redirect('/my/visit/%s' % visit_id)
+
+    @http.route('/my/visit/<int:visit_id>/complete', type='http', auth='user', methods=['POST'], website=True, csrf=True)
+    def visit_complete(self, visit_id, **post):
+        visit = request.env['fusion.assessment.visit'].sudo().browse(visit_id)
+        if not visit.exists():
+            return request.redirect('/my')
+        try:
+            visit.action_complete_visit()
+        except Exception as e:
+            _logger.warning("Visit %s completion failed: %s", visit_id, e)
+            return request.redirect('/my/visit/%s?error=%s' % (visit_id, str(e)))
+        return request.redirect('/my/visit/%s' % visit_id)
+
     @http.route('/my/accessibility/save', type='json', auth='user', methods=['POST'], csrf=True)
     def accessibility_assessment_save(self, **post):
         """Save an accessibility assessment and optionally create a Sale Order"""
@@ -2547,6 +2597,13 @@ class AuthorizerPortal(CustomerPortal):
             if partner.is_authorizer:
                 vals['authorizer_id'] = partner.id
             
+            # Link to a visit if this form was launched from the workspace.
+            if post.get('visit_id'):
+                try:
+                    vals['visit_id'] = int(post.get('visit_id'))
+                except (TypeError, ValueError):
+                    pass
+
             # Create the assessment
             assessment = Assessment.create(vals)
             _logger.info(f"Created accessibility assessment {assessment.reference} by {request.env.user.name}")
@@ -2572,8 +2629,12 @@ class AuthorizerPortal(CustomerPortal):
             if video_data:
                 self._attach_accessibility_video(assessment, video_data, video_filename)
             
-            # Complete the assessment and create Sale Order if requested
+            # Complete the assessment and create Sale Order if requested.
+            # When launched from a visit, always save as a draft linked to the
+            # visit — the VISIT completion creates the grouped sale order(s).
             create_sale_order = post.get('create_sale_order', True)
+            if vals.get('visit_id'):
+                create_sale_order = False
             if create_sale_order:
                 sale_order = assessment.action_complete()
                 return {
@@ -2586,12 +2647,13 @@ class AuthorizerPortal(CustomerPortal):
                     'redirect_url': f'/my/sales/case/{sale_order.id}',
                 }
             else:
+                redirect_url = ('/my/visit/%s' % vals['visit_id']) if vals.get('visit_id') else '/my/accessibility/list'
                 return {
                     'success': True,
                     'assessment_id': assessment.id,
                     'assessment_ref': assessment.reference,
-                    'message': f'Assessment {assessment.reference} saved as draft.',
-                    'redirect_url': '/my/accessibility/list',
+                    'message': f'Assessment {assessment.reference} saved.',
+                    'redirect_url': redirect_url,
                 }
             
         except Exception as e: