From 37efc5b858862ee2b8535656edc7d6bd48af8eb4 Mon Sep 17 00:00:00 2001
From: gsinghpal <gur_preet.singh@outlook.com>
Date: Tue, 2 Jun 2026 01:33:24 -0400
Subject: [PATCH] feat(fusion_portal): funding-source selector on accessibility
 forms
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Reps can now mark an accessibility assessment's funding source on the web form
(Private / March of Dimes / ODSP / WSIB / Hardship / Insurance / Other) so the
generated draft sale order routes to the correct funding pipeline instead of
always defaulting to private pay. Adds Hardship to the x_fc_funding_source
selection + sale_type_map; the new form <select> is auto-serialised by the
existing FormData submit, and accessibility_assessment_save now maps
funding_source -> x_fc_funding_source. The model + SO routing were already in
place (2026-04 audit fix) — this closes the form + controller gap.

Plan: docs/superpowers/plans/2026-06-02-accessibility-funding-selector.md
Spec: docs/superpowers/specs/2026-06-02-assessment-visit-funding-design.md

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
---
 ...26-06-02-accessibility-funding-selector.md | 43 +++++++++++++++++++
 fusion_portal/controllers/portal_main.py      |  1 +
 .../models/accessibility_assessment.py        |  2 +
 .../views/portal_accessibility_templates.xml  | 15 +++++++
 4 files changed, 61 insertions(+)
 create mode 100644 docs/superpowers/plans/2026-06-02-accessibility-funding-selector.md

diff --git a/docs/superpowers/plans/2026-06-02-accessibility-funding-selector.md b/docs/superpowers/plans/2026-06-02-accessibility-funding-selector.md
new file mode 100644
index 00000000..b1e5c818
--- /dev/null
+++ b/docs/superpowers/plans/2026-06-02-accessibility-funding-selector.md
@@ -0,0 +1,43 @@
+# Accessibility Funding-Source Selector — Implementation Plan
+
+> **For agentic workers:** REQUIRED SUB-SKILL: superpowers:executing-plans (inline) — this is a 3-file change. Steps use `- [ ]` checkboxes.
+
+**Goal:** Let the rep mark an accessibility assessment's funding source (Private / March of Dimes / ODSP / WSIB / Hardship / Insurance / Other) on the web form, so the generated sale order routes to the correct funding pipeline instead of always defaulting to private pay.
+
+**Architecture:** The model (`fusion.accessibility.assessment.x_fc_funding_source`) and the SO routing (`_create_draft_sale_order` → `sale_type_map` → `x_fc_sale_type`) already exist (the "2026-04 portal audit fix"). The only gaps: (1) the form has no funding field, (2) the save controller never reads `funding_source` from the POST, (3) `hardship` is missing from the selectable funding sources. The submit JS already serialises every named form field via `FormData`, so no JS change is needed.
+
+**Tech Stack:** Odoo 19, QWeb portal template, JSON-RPC controller. Module `fusion_portal` (worktree `K:\Github\Odoo-Modules-wt-portal`, branch `feat/assessment-visit`).
+
+**Verification constraint:** `fusion_portal` depends on Enterprise `knowledge`, so it can NOT be installed on the local Community Docker. Syntax-check with host Python; functional verification is on westin (or a clone): pick "March of Dimes" on a form → the draft SO gets `x_fc_sale_type='march_of_dimes'` and lands in the MOD pipeline.
+
+---
+
+### Task 1: Add Hardship to the funding source + route it
+
+**Files:** Modify `fusion_portal/models/accessibility_assessment.py` (selection ~:71-87, `sale_type_map` ~:771-779)
+
+- [ ] **Step 1:** Add `('hardship', 'Hardship Funding')` to the `x_fc_funding_source` selection list (after `'wsib'`).
+- [ ] **Step 2:** Add `'hardship': 'hardship',` to `sale_type_map` in `_create_draft_sale_order` (the target `x_fc_sale_type='hardship'` already exists in `fusion_claims` `sale_order.py:332`).
+- [ ] **Step 3:** `python -m py_compile fusion_portal/models/accessibility_assessment.py` → no error.
+- [ ] **Step 4:** Commit.
+
+### Task 2: Add the funding select to the shared client-info form
+
+**Files:** Modify `fusion_portal/views/portal_accessibility_templates.xml` (`accessibility_client_info_section`, ~:366-375)
+
+- [ ] **Step 1:** Add a new row with a `<select name="funding_source">` (options mirror the model selection; `direct_private` pre-selected so existing private behaviour is unchanged) right after the phone/email row, before the card closes.
+- [ ] **Step 2:** Validate XML well-formedness (`[xml]` parse).
+- [ ] **Step 3:** Commit.
+
+### Task 3: Capture funding_source in the save controller
+
+**Files:** Modify `fusion_portal/controllers/portal_main.py` (`accessibility_assessment_save` vals, ~:2498-2511)
+
+- [ ] **Step 1:** Add `'x_fc_funding_source': post.get('funding_source') or 'direct_private',` to the `vals` dict.
+- [ ] **Step 2:** `python -m pyflakes fusion_portal/controllers/portal_main.py` → no new undefined-name errors.
+- [ ] **Step 3:** Commit.
+
+### Task 4: Verify + ship
+
+- [ ] **Step 1:** Grep confirms `funding_source` flows form → controller → `x_fc_funding_source` → `sale_type_map`.
+- [ ] **Step 2:** Deploy to westin (backup → scp the 3 files → `-u fusion_portal` → cache-bust → restart) and confirm: open `/my/accessibility/stairlift/straight`, pick "March of Dimes", complete → the new SO shows `x_fc_sale_type = march_of_dimes` and appears in the MOD pipeline.
diff --git a/fusion_portal/controllers/portal_main.py b/fusion_portal/controllers/portal_main.py
index c85ce960..b5f65b51 100644
--- a/fusion_portal/controllers/portal_main.py
+++ b/fusion_portal/controllers/portal_main.py
@@ -2507,6 +2507,7 @@ class AuthorizerPortal(CustomerPortal):
                 'client_address_postal': post.get('client_address_postal', '').strip(),
                 'client_phone': post.get('client_phone', '').strip(),
                 'client_email': post.get('client_email', '').strip(),
+                'x_fc_funding_source': post.get('funding_source') or 'direct_private',
                 'notes': post.get('notes', '').strip(),
             }
             
diff --git a/fusion_portal/models/accessibility_assessment.py b/fusion_portal/models/accessibility_assessment.py
index 4d18df1d..10a5534d 100644
--- a/fusion_portal/models/accessibility_assessment.py
+++ b/fusion_portal/models/accessibility_assessment.py
@@ -73,6 +73,7 @@ class FusionAccessibilityAssessment(models.Model):
             ('march_of_dimes', 'March of Dimes'),
             ('odsp', 'ODSP'),
             ('wsib', 'WSIB'),
+            ('hardship', 'Hardship Funding'),
             ('insurance', 'Private Insurance'),
             ('direct_private', 'Private Pay (Direct)'),
             ('other', 'Other'),
@@ -772,6 +773,7 @@ class FusionAccessibilityAssessment(models.Model):
             'march_of_dimes': 'march_of_dimes',
             'odsp': 'odsp',
             'wsib': 'wsib',
+            'hardship': 'hardship',
             'insurance': 'insurance',
             'direct_private': 'direct_private',
             'other': 'other',
diff --git a/fusion_portal/views/portal_accessibility_templates.xml b/fusion_portal/views/portal_accessibility_templates.xml
index 18484565..fcd1d35f 100644
--- a/fusion_portal/views/portal_accessibility_templates.xml
+++ b/fusion_portal/views/portal_accessibility_templates.xml
@@ -373,6 +373,21 @@
                         <input type="email" name="client_email" class="form-control" placeholder="email@example.com"/>
                     </div>
                 </div>
+                <div class="row">
+                    <div class="col-md-6 mb-3">
+                        <label class="form-label">Funding Source <span class="text-danger">*</span></label>
+                        <select name="funding_source" class="form-select" required="required">
+                            <option value="direct_private" selected="selected">Private Pay (Direct)</option>
+                            <option value="march_of_dimes">March of Dimes</option>
+                            <option value="odsp">ODSP</option>
+                            <option value="wsib">WSIB</option>
+                            <option value="hardship">Hardship Funding</option>
+                            <option value="insurance">Private Insurance</option>
+                            <option value="other">Other</option>
+                        </select>
+                        <small class="text-muted">Determines which sale order / funding workflow this case enters.</small>
+                    </div>
+                </div>
             </div>
         </div>
     </template>