Initial commit
This commit is contained in:
gsinghpal
395
fusion_claims/wizard/odsp_discretionary_wizard.py
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395
fusion_claims/wizard/odsp_discretionary_wizard.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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from odoo import models, fields, api, _
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from odoo.exceptions import UserError
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import base64
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import io
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import os
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import logging
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_logger = logging.getLogger(__name__)
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try:
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import pdfrw
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except ImportError:
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pdfrw = None
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_logger.warning("pdfrw not installed. Discretionary Benefits PDF filling will not work.")
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class DiscretionaryBenefitWizard(models.TransientModel):
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_name = 'fusion_claims.discretionary.benefit.wizard'
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_description = 'ODSP Discretionary Benefits Form Wizard'
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sale_order_id = fields.Many2one('sale.order', required=True, readonly=True)
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# --- Auto-populated from partner ---
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client_name = fields.Char(string='Client Name', readonly=True)
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address = fields.Char(string='Address', readonly=True)
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city = fields.Char(string='City', readonly=True)
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province = fields.Char(string='Province', default='ON')
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postal_code = fields.Char(string='Postal Code', readonly=True)
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phone_number = fields.Char(string='Phone', readonly=True)
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alt_phone = fields.Char(string='Alternate Phone', readonly=True)
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email = fields.Char(string='Email', readonly=True)
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member_id = fields.Char(string='ODSP Member ID', readonly=True)
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form_date = fields.Date(string='Date', default=fields.Date.today)
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odsp_office_id = fields.Many2one(
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'res.partner',
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string='ODSP Office',
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domain="[('x_fc_contact_type', '=', 'odsp_office')]",
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help='Override the ODSP office for this submission',
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)
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# --- User-editable ---
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item_type = fields.Selection([
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('medical_equipment', 'Medical Equipment'),
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('vision_care', 'Vision Care'),
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('dentures', 'Dentures'),
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('other', 'Other'),
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], string='Item Type', default='medical_equipment', required=True)
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other_description = fields.Text(
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string='Description / Request Details',
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help='Details about the request (visible for all types, required for Other)',
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)
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email_body_notes = fields.Text(
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string='Email Body Notes',
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help='Urgency or priority notes that appear at the top of the email body, '
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'right below the title. Use this for time-sensitive requests.',
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)
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@api.model
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def default_get(self, fields_list):
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"""Pre-populate from sale order and partner."""
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res = super().default_get(fields_list)
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order_id = self.env.context.get('active_id')
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if not order_id:
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return res
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order = self.env['sale.order'].browse(order_id)
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partner = order.partner_id
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res['sale_order_id'] = order.id
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if partner:
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res['client_name'] = partner.name or ''
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res['address'] = partner.street or ''
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res['city'] = partner.city or ''
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res['province'] = partner.state_id.code if partner.state_id else 'ON'
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res['postal_code'] = partner.zip or ''
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res['phone_number'] = partner.phone or ''
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res['alt_phone'] = ''
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res['email'] = partner.email or ''
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res['member_id'] = order.x_fc_odsp_member_id or (partner and partner.x_fc_odsp_member_id) or ''
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if order.x_fc_odsp_office_id:
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res['odsp_office_id'] = order.x_fc_odsp_office_id.id
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return res
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def _get_template_path(self):
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"""Get the path to the Discretionary Benefits form template PDF."""
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module_path = os.path.dirname(os.path.dirname(os.path.abspath(__file__)))
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return os.path.join(module_path, 'static', 'src', 'pdf', 'discretionary_benefits_form_template.pdf')
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def _build_field_mapping(self):
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"""Build a dictionary mapping PDF field names to values."""
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self.ensure_one()
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mapping = {}
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mapping['txt_First[0]'] = self.client_name or ''
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# txt_CITY[1] is physically the Member ID field (despite the name)
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mapping['txt_CITY[1]'] = self.member_id or ''
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mapping['txt_add[0]'] = self.address or ''
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mapping['txt_CITY[0]'] = self.city or ''
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mapping['txt_prov[0]'] = self.province or 'ON'
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mapping['txt_postalcodes[0]'] = self.postal_code or ''
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# txt_email[0] is physically the Phone field (despite the name)
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mapping['txt_email[0]'] = self.phone_number or ''
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mapping['txt_bphone[0]'] = self.alt_phone or ''
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# txt_emp_phone[0] is physically the Email field (despite the name)
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mapping['txt_emp_phone[0]'] = self.email or ''
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# txt_clientnumber[0] is physically the Date field (despite the name)
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date_str = ''
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if self.form_date:
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date_str = self.form_date.strftime('%b %d, %Y')
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mapping['txt_clientnumber[0]'] = date_str
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# Item type checkboxes (mapped by physical position on the form)
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mapping['CheckBox15[0]'] = self.item_type == 'medical_equipment'
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mapping['CheckBox11[0]'] = self.item_type == 'dentures'
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mapping['CheckBox11[1]'] = self.item_type == 'vision_care'
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mapping['CheckBox13[0]'] = self.item_type == 'other'
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# Description / request details
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mapping['TextField1[0]'] = self.other_description or ''
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return mapping
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def _fill_pdf(self):
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"""Fill the Discretionary Benefits PDF using PyPDF2.
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This PDF is AES-encrypted, so we use PyPDF2 which handles
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decryption and form filling natively (pdfrw cannot).
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"""
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self.ensure_one()
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from PyPDF2 import PdfReader, PdfWriter
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from PyPDF2.generic import NameObject, BooleanObject
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template_path = self._get_template_path()
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if not os.path.exists(template_path):
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raise UserError(_("Discretionary Benefits form template not found at %s") % template_path)
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mapping = self._build_field_mapping()
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reader = PdfReader(template_path)
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if reader.is_encrypted:
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reader.decrypt('')
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writer = PdfWriter()
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for page in reader.pages:
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writer.add_page(page)
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# Preserve AcroForm from original
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if '/AcroForm' in reader.trailer['/Root']:
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writer._root_object[NameObject('/AcroForm')] = reader.trailer['/Root']['/AcroForm']
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writer._root_object['/AcroForm'][NameObject('/NeedAppearances')] = BooleanObject(True)
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# Split text fields and checkbox fields
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text_fields = {}
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checkbox_fields = {}
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for key, value in mapping.items():
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if isinstance(value, bool):
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checkbox_fields[key] = value
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else:
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text_fields[key] = str(value)
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# Fill text fields via PyPDF2 bulk method
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writer.update_page_form_field_values(writer.pages[0], text_fields)
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# Fill checkboxes by directly updating each annotation
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page = writer.pages[0]
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for annot_ref in page['/Annots']:
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annot = annot_ref.get_object()
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if annot.get('/FT') != '/Btn':
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continue
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field_name = str(annot.get('/T', ''))
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if field_name not in checkbox_fields:
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continue
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if checkbox_fields[field_name]:
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annot[NameObject('/V')] = NameObject('/1')
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annot[NameObject('/AS')] = NameObject('/1')
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else:
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annot[NameObject('/V')] = NameObject('/Off')
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annot[NameObject('/AS')] = NameObject('/Off')
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output = io.BytesIO()
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writer.write(output)
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return output.getvalue()
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def _sync_odsp_office(self):
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"""Sync ODSP office back to sale order if changed in wizard."""
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if self.odsp_office_id and self.odsp_office_id != self.sale_order_id.x_fc_odsp_office_id:
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self.sale_order_id.x_fc_odsp_office_id = self.odsp_office_id
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def _generate_and_attach(self):
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"""Generate filled PDF and quotation, attach both to sale order.
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Returns (disc_attachment, quote_attachment) ir.attachment records.
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"""
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order = self.sale_order_id
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pdf_data = self._fill_pdf()
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disc_filename = f'Discretionary_Benefits_{order.name}.pdf'
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encoded_pdf = base64.b64encode(pdf_data)
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disc_attachment = self.env['ir.attachment'].create({
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'name': disc_filename,
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'type': 'binary',
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'datas': encoded_pdf,
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'res_model': 'sale.order',
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'res_id': order.id,
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'mimetype': 'application/pdf',
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})
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if order.x_fc_odsp_division == 'ontario_works':
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order.write({
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'x_fc_ow_discretionary_form': encoded_pdf,
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'x_fc_ow_discretionary_form_filename': disc_filename,
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})
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report = self.env.ref('sale.action_report_saleorder')
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quote_pdf, _ct = report._render_qweb_pdf(report.id, [order.id])
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quote_filename = f'{order.name}.pdf'
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quote_attachment = self.env['ir.attachment'].create({
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'name': quote_filename,
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'type': 'binary',
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'datas': base64.b64encode(quote_pdf),
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'res_model': 'sale.order',
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'res_id': order.id,
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'mimetype': 'application/pdf',
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})
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return disc_attachment, quote_attachment
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def action_fill_and_attach(self):
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"""Fill the Discretionary Benefits PDF and attach to sale order via chatter."""
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self.ensure_one()
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self._sync_odsp_office()
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order = self.sale_order_id
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disc_att, quote_att = self._generate_and_attach()
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if order._get_odsp_status() == 'quotation':
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order._odsp_advance_status('documents_ready',
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"Documents ready after Discretionary Benefits form attached.")
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order.message_post(
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body=_("Discretionary Benefits form filled and attached."),
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message_type='comment',
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attachment_ids=[disc_att.id, quote_att.id],
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)
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return {'type': 'ir.actions.act_window_close'}
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def _advance_status_on_submit(self, order):
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"""Advance status when form is submitted (sent via email/fax)."""
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current = order._get_odsp_status()
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if order.x_fc_odsp_division == 'ontario_works' and current in ('quotation', 'documents_ready'):
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order._odsp_advance_status('submitted_to_ow',
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"Discretionary Benefits form submitted to Ontario Works.")
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elif current == 'quotation':
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order._odsp_advance_status('documents_ready',
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"Documents ready after Discretionary Benefits form attached.")
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def action_send_fax(self):
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"""Fill form, generate quotation, and open the fax wizard with both attached.
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Chatter posting is handled by the fax module when the fax is actually sent.
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"""
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self.ensure_one()
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self._sync_odsp_office()
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order = self.sale_order_id
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office = self.odsp_office_id or order.x_fc_odsp_office_id
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disc_att, quote_att = self._generate_and_attach()
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self._advance_status_on_submit(order)
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ctx = {
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'default_sale_order_id': order.id,
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'default_partner_id': office.id if office else False,
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'default_generate_pdf': False,
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'forward_attachment_ids': [disc_att.id, quote_att.id],
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}
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if office and hasattr(office, 'x_ff_fax_number') and office.x_ff_fax_number:
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ctx['default_fax_number'] = office.x_ff_fax_number
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return {
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'type': 'ir.actions.act_window',
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'name': _('Send Fax - Discretionary Benefits'),
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'res_model': 'fusion_faxes.send.fax.wizard',
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'view_mode': 'form',
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'target': 'new',
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'context': ctx,
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}
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def action_send_email(self):
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"""Fill form, generate quotation, and email both to ODSP office."""
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self.ensure_one()
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self._sync_odsp_office()
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order = self.sale_order_id
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office = self.odsp_office_id or order.x_fc_odsp_office_id
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if not office or not office.email:
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raise UserError(_(
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"No ODSP Office with an email address is set. "
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"Please select an ODSP Office before sending."
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))
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disc_att, quote_att = self._generate_and_attach()
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order._send_odsp_submission_email(
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attachment_ids=[disc_att.id, quote_att.id],
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email_body_notes=self.email_body_notes,
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)
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self._advance_status_on_submit(order)
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order.message_post(
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body=_("Discretionary Benefits form and quotation emailed to %s.") % office.name,
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message_type='comment',
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attachment_ids=[disc_att.id, quote_att.id],
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)
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return {
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'type': 'ir.actions.client',
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'tag': 'display_notification',
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'params': {
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'title': _('Email Sent'),
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'message': _('Discretionary Benefits form emailed to %s.') % office.email,
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'type': 'success',
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'sticky': False,
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'next': {'type': 'ir.actions.act_window_close'},
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},
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}
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def action_send_fax_and_email(self):
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"""Fill form, generate quotation, send email, then open fax wizard.
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Email is sent first with a notification, then fax wizard opens.
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"""
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self.ensure_one()
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self._sync_odsp_office()
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order = self.sale_order_id
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office = self.odsp_office_id or order.x_fc_odsp_office_id
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if not office or not office.email:
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raise UserError(_(
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"No ODSP Office with an email address is set. "
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"Please select an ODSP Office before sending."
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))
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disc_att, quote_att = self._generate_and_attach()
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order._send_odsp_submission_email(
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attachment_ids=[disc_att.id, quote_att.id],
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email_body_notes=self.email_body_notes,
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)
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self._advance_status_on_submit(order)
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order.message_post(
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body=_("Discretionary Benefits form and quotation emailed to %s.") % office.name,
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message_type='comment',
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attachment_ids=[disc_att.id, quote_att.id],
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)
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ctx = {
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'default_sale_order_id': order.id,
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'default_partner_id': office.id,
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'default_generate_pdf': False,
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'forward_attachment_ids': [disc_att.id, quote_att.id],
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}
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if hasattr(office, 'x_ff_fax_number') and office.x_ff_fax_number:
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ctx['default_fax_number'] = office.x_ff_fax_number
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fax_action = {
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'type': 'ir.actions.act_window',
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'name': _('Send Fax - Discretionary Benefits'),
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'res_model': 'fusion_faxes.send.fax.wizard',
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'view_mode': 'form',
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'target': 'new',
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'context': ctx,
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}
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return {
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'type': 'ir.actions.client',
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'tag': 'display_notification',
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'params': {
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'title': _('Email Sent'),
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'message': _('Email sent to %s. Now proceeding to fax...') % office.email,
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'type': 'success',
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'sticky': False,
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'next': fax_action,
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},
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}
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