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gsinghpal
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fusion_claims/wizard/schedule_assessment_wizard.py
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214
fusion_claims/wizard/schedule_assessment_wizard.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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from odoo import models, fields, api, _
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from odoo.exceptions import UserError
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from datetime import datetime, timedelta
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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 ScheduleAssessmentWizard(models.TransientModel):
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"""Wizard to schedule an assessment and create a calendar event."""
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_name = 'fusion_claims.schedule.assessment.wizard'
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_description = 'Schedule Assessment Wizard'
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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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readonly=True,
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)
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# Assessment Details
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assessment_date = fields.Date(
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string='Assessment Date',
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required=True,
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default=fields.Date.context_today,
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)
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assessment_time = fields.Float(
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string='Assessment Time',
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required=True,
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default=9.0, # 9:00 AM
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help='Time in 24-hour format (e.g., 14.5 = 2:30 PM)',
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)
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duration = fields.Float(
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string='Duration (hours)',
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required=True,
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default=2.0,
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)
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# Location and Notes
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location = fields.Char(
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string='Location',
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help='Assessment location (client address, etc.)',
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)
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notes = fields.Text(
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string='Notes',
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help='Additional notes for the assessment',
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)
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# Attendees
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assessor_id = fields.Many2one(
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'res.users',
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string='Assessor',
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default=lambda self: self.env.user,
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required=True,
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help='User who will conduct the assessment',
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)
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# Calendar options
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create_calendar_event = fields.Boolean(
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string='Create Calendar Event',
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default=True,
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help='Create an event in Odoo calendar',
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)
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send_reminder = fields.Boolean(
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string='Send Reminder',
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default=True,
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help='Send email reminder before the assessment',
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)
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@api.model
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def default_get(self, fields_list):
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res = super().default_get(fields_list)
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active_id = self._context.get('active_id')
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if active_id:
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order = self.env['sale.order'].browse(active_id)
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res['sale_order_id'] = order.id
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# Pre-fill location with client address if available
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if order.partner_id:
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partner = order.partner_id
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address_parts = [
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partner.street,
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partner.street2,
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partner.city,
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partner.state_id.name if partner.state_id else None,
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partner.zip,
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]
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res['location'] = ', '.join(filter(None, address_parts))
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return res
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def action_schedule(self):
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"""Schedule the assessment and optionally create a calendar event."""
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self.ensure_one()
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order = self.sale_order_id
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# Validate status
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if order.x_fc_adp_application_status != 'quotation':
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raise UserError("Can only schedule assessment from 'Quotation' status.")
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# Calculate datetime
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assessment_datetime = datetime.combine(
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self.assessment_date,
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datetime.min.time()
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) + timedelta(hours=self.assessment_time)
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# Create calendar event if requested
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calendar_event = None
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if self.create_calendar_event:
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calendar_event = self._create_calendar_event(assessment_datetime)
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# Update sale order
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order.with_context(skip_status_validation=True).write({
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'x_fc_adp_application_status': 'assessment_scheduled',
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'x_fc_assessment_start_date': self.assessment_date,
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})
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# Post to chatter
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time_str = self._format_time(self.assessment_time)
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event_link = ''
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if calendar_event:
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event_link = f'<p style="margin: 4px 0 0 0;"><a href="/web#id={calendar_event.id}&model=calendar.event&view_type=form" target="_blank"><i class="fa fa-calendar"/> View Calendar Event</a></p>'
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order.message_post(
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body=Markup(
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'<div style="background: #e8f4fd; border-left: 4px solid #17a2b8; padding: 12px; margin: 8px 0; border-radius: 4px;">'
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'<h4 style="color: #17a2b8; margin: 0 0 8px 0;"><i class="fa fa-calendar"/> Assessment Scheduled</h4>'
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f'<p style="margin: 0;"><strong>Date:</strong> {self.assessment_date.strftime("%B %d, %Y")}</p>'
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f'<p style="margin: 4px 0 0 0;"><strong>Time:</strong> {time_str}</p>'
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f'<p style="margin: 4px 0 0 0;"><strong>Duration:</strong> {self.duration} hour(s)</p>'
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f'<p style="margin: 4px 0 0 0;"><strong>Assessor:</strong> {self.assessor_id.name}</p>'
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f'{f"<p style=\'margin: 4px 0 0 0;\'><strong>Location:</strong> {self.location}</p>" if self.location else ""}'
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f'{f"<p style=\'margin: 4px 0 0 0;\'><strong>Notes:</strong> {self.notes}</p>" if self.notes else ""}'
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f'{event_link}'
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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 {'type': 'ir.actions.act_window_close'}
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def _create_calendar_event(self, start_datetime):
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"""Create a calendar event for the assessment."""
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order = self.sale_order_id
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end_datetime = start_datetime + timedelta(hours=self.duration)
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# Build attendee list
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partner_ids = [self.assessor_id.partner_id.id]
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if order.partner_id:
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partner_ids.append(order.partner_id.id)
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event_vals = {
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'name': f'ADP Assessment - {order.partner_id.name} ({order.name})',
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'start': start_datetime,
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'stop': end_datetime,
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'allday': False,
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'location': self.location or '',
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'description': self._build_event_description(),
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'partner_ids': [(6, 0, partner_ids)],
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'user_id': self.assessor_id.id,
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}
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# Add alarm if reminder requested
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if self.send_reminder:
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# Find or create a 1-day email reminder
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alarm = self.env['calendar.alarm'].search([
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('alarm_type', '=', 'email'),
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('duration', '=', 1),
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('interval', '=', 'days'),
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], limit=1)
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if not alarm:
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alarm = self.env['calendar.alarm'].create({
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'name': '1 Day Before',
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'alarm_type': 'email',
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'duration': 1,
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'interval': 'days',
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})
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event_vals['alarm_ids'] = [(6, 0, [alarm.id])]
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return self.env['calendar.event'].create(event_vals)
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def _build_event_description(self):
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"""Build the calendar event description."""
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order = self.sale_order_id
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lines = [
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f"ADP Assessment for {order.partner_id.name}",
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f"Sale Order: {order.name}",
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"",
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]
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if order.x_fc_reason_for_application:
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reason_label = dict(order._fields['x_fc_reason_for_application'].selection or []).get(
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order.x_fc_reason_for_application, 'N/A'
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)
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lines.append(f"Reason: {reason_label}")
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if self.notes:
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lines.append("")
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lines.append(f"Notes: {self.notes}")
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return '\n'.join(lines)
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def _format_time(self, time_float):
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"""Convert float time (e.g., 14.5) to readable format (2:30 PM)."""
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hours = int(time_float)
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minutes = int((time_float - hours) * 60)
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period = 'AM' if hours < 12 else 'PM'
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display_hours = hours if hours <= 12 else hours - 12
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if display_hours == 0:
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display_hours = 12
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return f"{display_hours}:{minutes:02d} {period}"
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