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gsinghpal
602
fusion_claims/models/res_config_settings.py
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602
fusion_claims/models/res_config_settings.py
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# -*- coding: utf-8 -*-
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# Copyright 2024-2025 Nexa Systems Inc.
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# License OPL-1 (Odoo Proprietary License v1.0)
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# Part of the Fusion Claim Assistant product family.
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import logging
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from odoo import models, fields, api
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_logger = logging.getLogger(__name__)
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class ResConfigSettings(models.TransientModel):
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_inherit = 'res.config.settings'
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# =========================================================================
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# COMPANY SETTINGS (Related to res.company)
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# =========================================================================
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fc_store_address_1 = fields.Char(
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related='company_id.x_fc_store_address_1',
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readonly=False,
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string='Store Address Line 1',
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)
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fc_store_address_2 = fields.Char(
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related='company_id.x_fc_store_address_2',
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readonly=False,
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string='Store Address Line 2',
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)
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fc_company_tagline = fields.Char(
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related='company_id.x_fc_company_tagline',
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readonly=False,
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string='Company Tagline',
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)
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fc_etransfer_email = fields.Char(
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related='company_id.x_fc_etransfer_email',
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readonly=False,
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string='E-Transfer Email',
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)
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fc_cheque_payable_to = fields.Char(
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related='company_id.x_fc_cheque_payable_to',
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readonly=False,
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string='Cheque Payable To',
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)
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fc_payment_terms_html = fields.Html(
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related='company_id.x_fc_payment_terms_html',
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readonly=False,
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string='Payment Terms',
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)
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fc_include_refund_page = fields.Boolean(
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related='company_id.x_fc_include_refund_page',
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readonly=False,
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string='Include Refund Policy Page',
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)
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fc_refund_policy_html = fields.Html(
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related='company_id.x_fc_refund_policy_html',
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readonly=False,
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string='Refund Policy',
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)
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# =========================================================================
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# ADP BILLING SETTINGS
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# =========================================================================
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fc_vendor_code = fields.Char(
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string='ADP Vendor Code',
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config_parameter='fusion_claims.vendor_code',
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help='Your ADP vendor/location code for claim submissions',
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)
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# =========================================================================
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# FIELD MAPPINGS
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# =========================================================================
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fc_field_sale_type = fields.Char(
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string='Sale Type Field',
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config_parameter='fusion_claims.field_sale_type',
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help='Field name for sale type on sale.order',
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)
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fc_field_so_client_type = fields.Char(
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string='SO Client Type Field',
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config_parameter='fusion_claims.field_so_client_type',
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help='Field name for client type on sale.order',
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)
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fc_field_so_authorizer = fields.Char(
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string='SO Authorizer Field',
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config_parameter='fusion_claims.field_so_authorizer',
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help='Field name for authorizer on sale.order',
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)
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fc_field_invoice_type = fields.Char(
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string='Invoice Type Field',
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config_parameter='fusion_claims.field_invoice_type',
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help='Field name for invoice type on account.move',
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)
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fc_field_inv_client_type = fields.Char(
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string='Invoice Client Type Field',
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config_parameter='fusion_claims.field_inv_client_type',
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help='Field name for client type on account.move',
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)
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fc_field_inv_authorizer = fields.Char(
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string='Invoice Authorizer Field',
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config_parameter='fusion_claims.field_inv_authorizer',
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help='Field name for authorizer on account.move',
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)
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fc_field_product_code = fields.Char(
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string='Product ADP Code Field',
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config_parameter='fusion_claims.field_product_code',
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help='Field name for ADP device code on product.template',
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)
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fc_field_sol_serial = fields.Char(
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string='SO Line Serial Field',
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config_parameter='fusion_claims.field_sol_serial',
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help='Field name for serial number on sale.order.line',
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)
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fc_field_aml_serial = fields.Char(
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string='Invoice Line Serial Field',
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config_parameter='fusion_claims.field_aml_serial',
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help='Field name for serial number on account.move.line',
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)
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# =========================================================================
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# ADDITIONAL SALE ORDER FIELD MAPPINGS
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# =========================================================================
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fc_field_so_claim_number = fields.Char(
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string='SO Claim Number Field',
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config_parameter='fusion_claims.field_so_claim_number',
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help='Field name for claim number on sale.order',
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)
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fc_field_so_client_ref_1 = fields.Char(
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string='SO Client Ref 1 Field',
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config_parameter='fusion_claims.field_so_client_ref_1',
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help='Field name for client reference 1 on sale.order',
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)
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fc_field_so_client_ref_2 = fields.Char(
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string='SO Client Ref 2 Field',
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config_parameter='fusion_claims.field_so_client_ref_2',
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help='Field name for client reference 2 on sale.order',
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)
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fc_field_so_delivery_date = fields.Char(
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string='SO Delivery Date Field',
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config_parameter='fusion_claims.field_so_delivery_date',
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help='Field name for ADP delivery date on sale.order',
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)
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fc_field_so_adp_status = fields.Char(
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string='SO ADP Status Field',
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config_parameter='fusion_claims.field_so_adp_status',
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help='Field name for ADP status on sale.order',
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)
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fc_field_so_service_start = fields.Char(
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string='SO Service Start Date Field',
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config_parameter='fusion_claims.field_so_service_start',
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help='Field name for service start date on sale.order',
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)
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fc_field_so_service_end = fields.Char(
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string='SO Service End Date Field',
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config_parameter='fusion_claims.field_so_service_end',
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help='Field name for service end date on sale.order',
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)
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# =========================================================================
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# ADDITIONAL INVOICE FIELD MAPPINGS
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# =========================================================================
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fc_field_inv_claim_number = fields.Char(
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string='Invoice Claim Number Field',
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config_parameter='fusion_claims.field_inv_claim_number',
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help='Field name for claim number on account.move',
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)
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fc_field_inv_client_ref_1 = fields.Char(
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string='Invoice Client Ref 1 Field',
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config_parameter='fusion_claims.field_inv_client_ref_1',
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help='Field name for client reference 1 on account.move',
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)
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fc_field_inv_client_ref_2 = fields.Char(
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string='Invoice Client Ref 2 Field',
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config_parameter='fusion_claims.field_inv_client_ref_2',
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help='Field name for client reference 2 on account.move',
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)
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fc_field_inv_delivery_date = fields.Char(
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string='Invoice Delivery Date Field',
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config_parameter='fusion_claims.field_inv_delivery_date',
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help='Field name for ADP delivery date on account.move',
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)
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fc_field_inv_service_start = fields.Char(
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string='Invoice Service Start Date Field',
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config_parameter='fusion_claims.field_inv_service_start',
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help='Field name for service start date on account.move',
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)
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fc_field_inv_service_end = fields.Char(
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string='Invoice Service End Date Field',
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config_parameter='fusion_claims.field_inv_service_end',
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help='Field name for service end date on account.move',
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)
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# =========================================================================
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# SALE ORDER LINE FIELD MAPPINGS
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# =========================================================================
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fc_field_sol_placement = fields.Char(
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string='SO Line Placement Field',
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config_parameter='fusion_claims.field_sol_placement',
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help='Field name for device placement on sale.order.line',
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)
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# =========================================================================
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# INVOICE LINE FIELD MAPPINGS
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# =========================================================================
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fc_field_aml_placement = fields.Char(
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string='Invoice Line Placement Field',
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config_parameter='fusion_claims.field_aml_placement',
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help='Field name for device placement on account.move.line',
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)
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# =========================================================================
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# PRODUCT FIELD MAPPINGS
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# =========================================================================
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fc_field_product_adp_price = fields.Char(
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string='Product ADP Price Field',
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config_parameter='fusion_claims.field_product_adp_price',
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help='Field name for ADP price on product.template',
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)
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# =========================================================================
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# HEADER-LEVEL SERIAL NUMBER MAPPINGS
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# =========================================================================
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fc_field_so_primary_serial = fields.Char(
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string='SO Primary Serial Field',
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config_parameter='fusion_claims.field_so_primary_serial',
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help='Field name for primary serial number on sale.order (header level)',
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)
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fc_field_inv_primary_serial = fields.Char(
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string='Invoice Primary Serial Field',
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config_parameter='fusion_claims.field_inv_primary_serial',
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help='Field name for primary serial number on account.move (header level)',
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)
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# =========================================================================
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# ADP POSTING SCHEDULE SETTINGS
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# =========================================================================
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fc_adp_posting_base_date = fields.Char(
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string='ADP Posting Base Date',
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config_parameter='fusion_claims.adp_posting_base_date',
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help='Reference date for calculating bi-weekly posting schedule (a known posting day). Format: YYYY-MM-DD',
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)
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fc_adp_posting_frequency_days = fields.Integer(
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string='Posting Frequency (Days)',
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config_parameter='fusion_claims.adp_posting_frequency_days',
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help='Number of days between ADP posting cycles (typically 14 days)',
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)
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fc_adp_billing_reminder_user_id = fields.Many2one(
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'res.users',
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string='Billing Deadline Reminder Person',
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# NOTE: stored manually via get_values/set_values (not config_parameter)
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# because Many2one + config_parameter causes double-write conflicts
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help='Person to remind on Monday to complete ADP billing by Wednesday 6 PM',
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)
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fc_adp_correction_reminder_user_ids = fields.Many2many(
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'res.users',
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'fc_config_correction_reminder_users_rel',
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'config_id',
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'user_id',
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string='Correction Alert Recipients',
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help='People to notify when an ADP invoice needs correction/resubmission',
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)
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# =========================================================================
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# EMAIL NOTIFICATION SETTINGS
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# =========================================================================
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fc_enable_email_notifications = fields.Boolean(
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string='Enable Automated Email Notifications',
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config_parameter='fusion_claims.enable_email_notifications',
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help='Enable/disable automated email notifications for ADP workflow events',
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)
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fc_office_notification_ids = fields.Many2many(
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related='company_id.x_fc_office_notification_ids',
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readonly=False,
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string='Office Notification Recipients',
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)
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fc_application_reminder_days = fields.Integer(
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string='First Reminder Days',
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config_parameter='fusion_claims.application_reminder_days',
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help='Number of days after assessment completion to send first application reminder to therapist',
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)
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fc_application_reminder_2_days = fields.Integer(
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string='Second Reminder Days (After First)',
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config_parameter='fusion_claims.application_reminder_2_days',
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help='Number of days after first reminder to send second application reminder to therapist',
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)
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# =========================================================================
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# WORKFLOW LOCK SETTINGS
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# =========================================================================
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fc_allow_sale_type_override = fields.Boolean(
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string='Allow Sale Type Override',
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config_parameter='fusion_claims.allow_sale_type_override',
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help='If enabled, allows changing Sale Type even after application is submitted (for cases where additional benefits are discovered)',
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)
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fc_allow_document_lock_override = fields.Boolean(
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string='Allow Document Lock Override',
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config_parameter='fusion_claims.allow_document_lock_override',
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help='When enabled, users in the "Document Lock Override" group can edit locked documents on old cases. '
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'Disable this once all legacy cases have been processed to enforce strict workflow.',
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)
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fc_designated_vendor_signer = fields.Many2one(
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'res.users',
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string='Designated Vendor Signer',
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help='The user who signs Page 12 on behalf of the company',
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)
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# =========================================================================
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# GOOGLE MAPS API SETTINGS
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# =========================================================================
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fc_google_maps_api_key = fields.Char(
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string='Google Maps API Key',
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config_parameter='fusion_claims.google_maps_api_key',
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help='API key for Google Maps Places autocomplete in address fields',
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)
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# ------------------------------------------------------------------
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# AI CLIENT INTELLIGENCE
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# ------------------------------------------------------------------
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fc_ai_api_key = fields.Char(
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string='AI API Key',
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config_parameter='fusion_claims.ai_api_key',
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help='OpenAI API key for Client Intelligence chat',
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)
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fc_ai_model = fields.Selection([
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('gpt-4o-mini', 'GPT-4o Mini (Fast, Lower Cost)'),
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('gpt-4o', 'GPT-4o (Best Quality)'),
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('gpt-4.1-mini', 'GPT-4.1 Mini'),
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('gpt-4.1', 'GPT-4.1'),
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], string='AI Model',
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config_parameter='fusion_claims.ai_model',
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)
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fc_auto_parse_xml = fields.Boolean(
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string='Auto-Parse XML Files',
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config_parameter='fusion_claims.auto_parse_xml',
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help='Automatically parse ADP XML files when uploaded and create/update client profiles',
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)
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# ------------------------------------------------------------------
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# TECHNICIAN MANAGEMENT
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# ------------------------------------------------------------------
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fc_store_open_hour = fields.Float(
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string='Store Open Time',
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config_parameter='fusion_claims.store_open_hour',
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help='Store opening time for technician scheduling (e.g. 9.0 = 9:00 AM)',
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)
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fc_store_close_hour = fields.Float(
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string='Store Close Time',
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config_parameter='fusion_claims.store_close_hour',
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help='Store closing time for technician scheduling (e.g. 18.0 = 6:00 PM)',
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)
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fc_google_distance_matrix_enabled = fields.Boolean(
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string='Enable Distance Matrix',
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config_parameter='fusion_claims.google_distance_matrix_enabled',
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help='Enable Google Distance Matrix API for travel time calculations between technician tasks',
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)
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fc_technician_start_address = fields.Char(
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string='Technician Start Address',
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config_parameter='fusion_claims.technician_start_address',
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help='Default start location for technician travel calculations (e.g. warehouse/office address)',
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)
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fc_location_retention_days = fields.Char(
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string='Location History Retention (Days)',
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config_parameter='fusion_claims.location_retention_days',
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help='How many days to keep technician location history. '
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'Leave empty = 30 days (1 month). '
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'0 = delete at end of each day. '
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'1+ = keep for that many days.',
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)
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# ------------------------------------------------------------------
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# WEB PUSH NOTIFICATIONS
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# ------------------------------------------------------------------
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fc_push_enabled = fields.Boolean(
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string='Enable Push Notifications',
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config_parameter='fusion_claims.push_enabled',
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help='Enable web push notifications for technician tasks',
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)
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fc_vapid_public_key = fields.Char(
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string='VAPID Public Key',
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config_parameter='fusion_claims.vapid_public_key',
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help='Public key for Web Push VAPID authentication (auto-generated)',
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)
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fc_vapid_private_key = fields.Char(
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string='VAPID Private Key',
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config_parameter='fusion_claims.vapid_private_key',
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help='Private key for Web Push VAPID authentication (auto-generated)',
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)
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fc_push_advance_minutes = fields.Integer(
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string='Notification Advance (min)',
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config_parameter='fusion_claims.push_advance_minutes',
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help='Send push notifications this many minutes before a scheduled task',
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)
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# ------------------------------------------------------------------
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# TWILIO SMS SETTINGS
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# ------------------------------------------------------------------
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fc_twilio_enabled = fields.Boolean(
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string='Enable Twilio SMS',
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config_parameter='fusion_claims.twilio_enabled',
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help='Enable SMS notifications via Twilio for assessment bookings and key status updates',
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)
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fc_twilio_account_sid = fields.Char(
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string='Twilio Account SID',
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config_parameter='fusion_claims.twilio_account_sid',
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groups='fusion_claims.group_fusion_claims_manager',
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)
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fc_twilio_auth_token = fields.Char(
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string='Twilio Auth Token',
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config_parameter='fusion_claims.twilio_auth_token',
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groups='fusion_claims.group_fusion_claims_manager',
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)
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fc_twilio_phone_number = fields.Char(
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string='Twilio Phone Number',
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config_parameter='fusion_claims.twilio_phone_number',
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help='Your Twilio phone number for sending SMS (e.g. +1234567890)',
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)
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# ------------------------------------------------------------------
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# MARCH OF DIMES SETTINGS
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# ------------------------------------------------------------------
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fc_mod_default_email = fields.Char(
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string='MOD Default Email',
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config_parameter='fusion_claims.mod_default_email',
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help='Default email for sending quotations and documents to March of Dimes (e.g. hvmp@marchofdimes.ca)',
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)
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fc_mod_vendor_code = fields.Char(
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string='March of Dimes Vendor Code',
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config_parameter='fusion_claims.mod_vendor_code',
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help='Your vendor code assigned by March of Dimes (e.g. TRD0001234)',
|
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)
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# ------------------------------------------------------------------
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# MOD FOLLOW-UP SETTINGS
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# ------------------------------------------------------------------
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fc_mod_followup_interval_days = fields.Integer(
|
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string='Follow-up Interval (Days)',
|
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config_parameter='fusion_claims.mod_followup_interval_days',
|
||||
help='Number of days between follow-up reminders for MOD cases awaiting funding (default: 14)',
|
||||
)
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||||
fc_mod_followup_escalation_days = fields.Integer(
|
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string='Escalation Delay (Days)',
|
||||
config_parameter='fusion_claims.mod_followup_escalation_days',
|
||||
help='Days after a follow-up activity is due before auto-sending email to client (default: 3)',
|
||||
)
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||||
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||||
# ------------------------------------------------------------------
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||||
# ODSP CONFIGURATION
|
||||
# ------------------------------------------------------------------
|
||||
fc_sa_mobility_email = fields.Char(
|
||||
string='SA Mobility Email',
|
||||
config_parameter='fusion_claims.sa_mobility_email',
|
||||
help='Email address for SA Mobility submissions (default: samobility@ontario.ca)',
|
||||
)
|
||||
fc_sa_mobility_phone = fields.Char(
|
||||
string='SA Mobility Phone',
|
||||
config_parameter='fusion_claims.sa_mobility_phone',
|
||||
help='SA Mobility phone number (default: 1-888-222-5099)',
|
||||
)
|
||||
fc_odsp_default_office_id = fields.Many2one(
|
||||
'res.partner',
|
||||
string='Default ODSP Office',
|
||||
domain="[('x_fc_contact_type', '=', 'odsp_office')]",
|
||||
help='Default ODSP office contact for new ODSP cases',
|
||||
)
|
||||
|
||||
@api.model
|
||||
def get_values(self):
|
||||
res = super().get_values()
|
||||
ICP = self.env['ir.config_parameter'].sudo()
|
||||
|
||||
# Get billing reminder user
|
||||
billing_user_id = ICP.get_param('fusion_claims.adp_billing_reminder_user_id', False)
|
||||
if billing_user_id:
|
||||
try:
|
||||
res['fc_adp_billing_reminder_user_id'] = int(billing_user_id)
|
||||
except (ValueError, TypeError):
|
||||
res['fc_adp_billing_reminder_user_id'] = False
|
||||
|
||||
# Get correction reminder users (stored as comma-separated IDs)
|
||||
correction_user_ids = ICP.get_param('fusion_claims.adp_correction_reminder_user_ids', '')
|
||||
if correction_user_ids:
|
||||
try:
|
||||
user_ids = [int(x.strip()) for x in correction_user_ids.split(',') if x.strip()]
|
||||
res['fc_adp_correction_reminder_user_ids'] = [(6, 0, user_ids)]
|
||||
except (ValueError, TypeError):
|
||||
res['fc_adp_correction_reminder_user_ids'] = [(6, 0, [])]
|
||||
|
||||
# Get designated vendor signer
|
||||
vendor_signer_id = ICP.get_param('fusion_claims.designated_vendor_signer', False)
|
||||
if vendor_signer_id:
|
||||
try:
|
||||
res['fc_designated_vendor_signer'] = int(vendor_signer_id)
|
||||
except (ValueError, TypeError):
|
||||
res['fc_designated_vendor_signer'] = False
|
||||
|
||||
# Get default ODSP office
|
||||
odsp_office_id = ICP.get_param('fusion_claims.odsp_default_office_id', False)
|
||||
if odsp_office_id:
|
||||
try:
|
||||
res['fc_odsp_default_office_id'] = int(odsp_office_id)
|
||||
except (ValueError, TypeError):
|
||||
res['fc_odsp_default_office_id'] = False
|
||||
|
||||
return res
|
||||
|
||||
def set_values(self):
|
||||
ICP = self.env['ir.config_parameter'].sudo()
|
||||
|
||||
# --- Protect sensitive config_parameter fields from accidental blanking ---
|
||||
# These are keys where a blank/default value should NOT overwrite
|
||||
# an existing non-empty value (e.g. API keys, user-customized settings).
|
||||
_protected_keys = [
|
||||
'fusion_claims.ai_api_key',
|
||||
'fusion_claims.google_maps_api_key',
|
||||
'fusion_claims.vendor_code',
|
||||
'fusion_claims.ai_model',
|
||||
'fusion_claims.adp_posting_base_date',
|
||||
'fusion_claims.application_reminder_days',
|
||||
'fusion_claims.application_reminder_2_days',
|
||||
'fusion_claims.store_open_hour',
|
||||
'fusion_claims.store_close_hour',
|
||||
'fusion_claims.technician_start_address',
|
||||
]
|
||||
# Snapshot existing values BEFORE super().set_values() runs
|
||||
_existing = {}
|
||||
for key in _protected_keys:
|
||||
val = ICP.get_param(key, '')
|
||||
if val:
|
||||
_existing[key] = val
|
||||
|
||||
super().set_values()
|
||||
|
||||
# Restore any protected values that were blanked by the save
|
||||
for key, old_val in _existing.items():
|
||||
new_val = ICP.get_param(key, '')
|
||||
if not new_val and old_val:
|
||||
ICP.set_param(key, old_val)
|
||||
_logger.warning(
|
||||
"Settings protection: restored %s (was blanked during save)", key
|
||||
)
|
||||
|
||||
# Store billing reminder user (Many2one - manual handling)
|
||||
if self.fc_adp_billing_reminder_user_id:
|
||||
ICP.set_param('fusion_claims.adp_billing_reminder_user_id',
|
||||
str(self.fc_adp_billing_reminder_user_id.id))
|
||||
# Only clear if explicitly set to empty AND there was no existing value
|
||||
elif not ICP.get_param('fusion_claims.adp_billing_reminder_user_id', ''):
|
||||
ICP.set_param('fusion_claims.adp_billing_reminder_user_id', '')
|
||||
|
||||
# Store correction reminder users as comma-separated IDs
|
||||
if self.fc_adp_correction_reminder_user_ids:
|
||||
user_ids = ','.join(str(u.id) for u in self.fc_adp_correction_reminder_user_ids)
|
||||
ICP.set_param('fusion_claims.adp_correction_reminder_user_ids', user_ids)
|
||||
# Only clear if explicitly empty AND no existing value
|
||||
elif not ICP.get_param('fusion_claims.adp_correction_reminder_user_ids', ''):
|
||||
ICP.set_param('fusion_claims.adp_correction_reminder_user_ids', '')
|
||||
|
||||
# Office notification recipients are stored via related field on res.company
|
||||
# No need to store in ir.config_parameter
|
||||
|
||||
# Store designated vendor signer (Many2one - manual handling)
|
||||
if self.fc_designated_vendor_signer:
|
||||
ICP.set_param('fusion_claims.designated_vendor_signer',
|
||||
str(self.fc_designated_vendor_signer.id))
|
||||
elif not ICP.get_param('fusion_claims.designated_vendor_signer', ''):
|
||||
ICP.set_param('fusion_claims.designated_vendor_signer', '')
|
||||
|
||||
# Store default ODSP office (Many2one - manual handling)
|
||||
if self.fc_odsp_default_office_id:
|
||||
ICP.set_param('fusion_claims.odsp_default_office_id',
|
||||
str(self.fc_odsp_default_office_id.id))
|
||||
elif not ICP.get_param('fusion_claims.odsp_default_office_id', ''):
|
||||
ICP.set_param('fusion_claims.odsp_default_office_id', '')
|
||||
|
||||
# =========================================================================
|
||||
# ACTION METHODS
|
||||
# =========================================================================
|
||||
|
||||
def action_open_field_mapping_wizard(self):
|
||||
"""Open the field mapping configuration wizard."""
|
||||
return {
|
||||
'type': 'ir.actions.act_window',
|
||||
'name': 'Field Mapping Configuration',
|
||||
'res_model': 'fusion_claims.field_mapping_config',
|
||||
'view_mode': 'form',
|
||||
'target': 'new',
|
||||
'context': {},
|
||||
}
|
||||
|
||||
Reference in New Issue
Block a user