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gsinghpal
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fusion_claims/models/submission_history.py
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237
fusion_claims/models/submission_history.py
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# -*- coding: utf-8 -*-
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# Copyright 2024-2026 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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from odoo import api, fields, models
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from markupsafe import Markup
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import logging
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_logger = logging.getLogger(__name__)
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class FusionSubmissionHistory(models.Model):
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"""Track submission history for ADP applications.
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Each record represents one submission or resubmission to ADP,
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including the documents submitted, the result, and any rejection reasons.
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"""
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_name = 'fusion.submission.history'
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_description = 'ADP Submission History'
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_order = 'submission_date desc, id desc'
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_rec_name = 'display_name'
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# ==========================================================================
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# RELATIONSHIPS
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# ==========================================================================
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sale_order_id = fields.Many2one(
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'sale.order',
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string='Sale Order',
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required=True,
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ondelete='cascade',
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index=True,
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)
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# ==========================================================================
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# SUBMISSION DETAILS
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# ==========================================================================
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display_name = fields.Char(
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string='Display Name',
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compute='_compute_display_name',
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store=True,
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)
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submission_number = fields.Integer(
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string='Submission #',
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default=1,
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help='Sequence number for this submission (1 = first submission, 2+ = resubmissions)',
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)
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submission_type = fields.Selection(
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selection=[
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('initial', 'Initial Submission'),
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('resubmission', 'Resubmission'),
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('correction', 'Correction'),
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],
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string='Type',
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default='initial',
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)
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submission_date = fields.Date(
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string='Submission Date',
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default=fields.Date.today,
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required=True,
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)
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submitted_by_id = fields.Many2one(
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'res.users',
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string='Submitted By',
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default=lambda self: self.env.user,
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)
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# ==========================================================================
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# DOCUMENTS SUBMITTED (copies at time of submission)
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# ==========================================================================
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final_application = fields.Binary(
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string='Final Application (PDF)',
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attachment=True,
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help='Copy of the final application PDF at time of submission',
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)
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final_application_filename = fields.Char(
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string='Final Application Filename',
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)
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xml_file = fields.Binary(
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string='XML File',
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attachment=True,
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help='Copy of the XML file at time of submission',
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)
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xml_filename = fields.Char(
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string='XML Filename',
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)
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# ==========================================================================
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# RESULT TRACKING
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# ==========================================================================
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result = fields.Selection(
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selection=[
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('pending', 'Pending'),
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('accepted', 'Accepted'),
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('rejected', 'Rejected'),
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('approved', 'Approved'),
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('denied', 'Denied'),
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],
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string='Result',
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default='pending',
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)
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result_date = fields.Date(
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string='Result Date',
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help='Date when the result was received from ADP',
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)
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# ==========================================================================
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# REJECTION DETAILS (if rejected)
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# ==========================================================================
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rejection_reason = fields.Selection(
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selection=[
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('name_correction', 'Name Correction Needed'),
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('healthcard_correction', 'Health Card Correction Needed'),
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('duplicate_claim', 'Duplicate Claim Exists'),
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('xml_format_error', 'XML Format/Validation Error'),
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('missing_info', 'Missing Required Information'),
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('other', 'Other'),
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],
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string='Rejection Reason',
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)
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rejection_details = fields.Text(
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string='Rejection Details',
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help='Additional details about the rejection',
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)
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# ==========================================================================
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# CORRECTION NOTES (for resubmissions)
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# ==========================================================================
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correction_notes = fields.Text(
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string='Correction Notes',
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help='Notes about what was corrected for this resubmission',
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)
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# ==========================================================================
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# COMPUTED FIELDS
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# ==========================================================================
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@api.depends('sale_order_id', 'submission_number', 'submission_type')
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def _compute_display_name(self):
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for record in self:
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order_name = record.sale_order_id.name or 'New'
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type_label = dict(record._fields['submission_type'].selection).get(
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record.submission_type, record.submission_type
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)
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record.display_name = f"{order_name} - Submission #{record.submission_number} ({type_label})"
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# ==========================================================================
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# HELPER METHODS
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# ==========================================================================
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@api.model
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def create_from_submission(self, sale_order, submission_type='initial', correction_notes=None):
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"""Create a submission history record from a sale order submission.
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Args:
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sale_order: The sale.order record being submitted
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submission_type: 'initial', 'resubmission', or 'correction'
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correction_notes: Optional notes about corrections made
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Returns:
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The created fusion.submission.history record
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"""
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# Get next submission number
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existing_count = self.search_count([('sale_order_id', '=', sale_order.id)])
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submission_number = existing_count + 1
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# If submission_number > 1, it's a resubmission
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if submission_number > 1 and submission_type == 'initial':
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submission_type = 'resubmission'
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vals = {
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'sale_order_id': sale_order.id,
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'submission_number': submission_number,
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'submission_type': submission_type,
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'submission_date': fields.Date.today(),
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'submitted_by_id': self.env.user.id,
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'correction_notes': correction_notes,
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}
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# Copy current documents
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if sale_order.x_fc_final_submitted_application:
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vals['final_application'] = sale_order.x_fc_final_submitted_application
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vals['final_application_filename'] = sale_order.x_fc_final_application_filename
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if sale_order.x_fc_xml_file:
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vals['xml_file'] = sale_order.x_fc_xml_file
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vals['xml_filename'] = sale_order.x_fc_xml_filename
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record = self.create(vals)
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# Post to chatter
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sale_order.message_post(
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body=Markup(
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'<div style="border-left: 3px solid #3498db; padding-left: 12px; margin: 8px 0;">'
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'<p style="margin: 0 0 8px 0; font-weight: 600; color: #2980b9;">'
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f'<i class="fa fa-paper-plane"></i> Submission #{submission_number} Recorded</p>'
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'<table style="font-size: 13px; color: #555;">'
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f'<tr><td style="padding: 2px 8px 2px 0; font-weight: 500;">Type:</td><td>{dict(self._fields["submission_type"].selection).get(submission_type)}</td></tr>'
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f'<tr><td style="padding: 2px 8px 2px 0; font-weight: 500;">Date:</td><td>{fields.Date.today().strftime("%B %d, %Y")}</td></tr>'
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f'<tr><td style="padding: 2px 8px 2px 0; font-weight: 500;">By:</td><td>{self.env.user.name}</td></tr>'
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'</table>'
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+ (f'<p style="margin: 8px 0 0 0; font-size: 12px;"><strong>Corrections:</strong> {correction_notes}</p>' if correction_notes else '') +
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'</div>'
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),
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message_type='notification',
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subtype_xmlid='mail.mt_note',
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)
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return record
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def update_result(self, result, rejection_reason=None, rejection_details=None):
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"""Update the result of a submission.
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Args:
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result: 'accepted', 'rejected', 'approved', or 'denied'
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rejection_reason: Selection value for rejection reason
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rejection_details: Text details for rejection
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"""
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self.ensure_one()
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vals = {
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'result': result,
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'result_date': fields.Date.today(),
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}
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if result == 'rejected':
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vals['rejection_reason'] = rejection_reason
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vals['rejection_details'] = rejection_details
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self.write(vals)
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return self
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