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gsinghpal
335
fusion_claims/wizard/send_to_mod_wizard.py
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335
fusion_claims/wizard/send_to_mod_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 logging
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_logger = logging.getLogger(__name__)
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_DOC_NAMES = {
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'x_fc_mod_drawing': 'Drawing',
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'x_fc_mod_initial_photos': 'Assessment Photos',
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'x_fc_mod_pca_document': 'Payment Commitment Agreement',
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'x_fc_mod_proof_of_delivery': 'Proof of Delivery',
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'x_fc_mod_completion_photos': 'Completion Photos',
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}
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class SendToModWizard(models.TransientModel):
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_name = 'fusion_claims.send.to.mod.wizard'
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_description = 'Send to March of Dimes Wizard'
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sale_order_id = fields.Many2one('sale.order', required=True, readonly=True)
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send_mode = fields.Selection([
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('drawing', 'Submit Drawing and Quotation'),
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('quotation', 'Re-send Quotation'),
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('completion', 'Submit POD'),
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], required=True, readonly=True)
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# --- Recipients as contacts ---
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recipient_ids = fields.Many2many(
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'res.partner', 'send_mod_wizard_recipient_rel',
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'wizard_id', 'partner_id', string='Send To',
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)
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cc_ids = fields.Many2many(
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'res.partner', 'send_mod_wizard_cc_rel',
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'wizard_id', 'partner_id', string='CC',
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)
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# --- Drawing mode uploads ---
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drawing_file = fields.Binary(string='Drawing')
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drawing_filename = fields.Char()
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initial_photos_file = fields.Binary(string='Initial Photos')
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initial_photos_filename = fields.Char()
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# --- Quotation mode toggles ---
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include_quotation = fields.Boolean(string='Quotation PDF', default=True)
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include_drawing = fields.Boolean(string='Drawing', default=True)
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include_initial_photos = fields.Boolean(string='Initial Photos', default=True)
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# --- Completion mode uploads ---
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completion_photos_file = fields.Binary(string='Completion Photos')
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completion_photos_filename = fields.Char()
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pod_file = fields.Binary(string='Proof of Delivery')
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pod_filename = fields.Char()
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additional_notes = fields.Text(string='Notes')
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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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if not self.env.context.get('active_id'):
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return res
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order = self.env['sale.order'].browse(self.env.context['active_id'])
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res['sale_order_id'] = order.id
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ICP = self.env['ir.config_parameter'].sudo()
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mod_default_email = ICP.get_param('fusion_claims.mod_default_email', 'hvmp@marchofdimes.ca')
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mode = self.env.context.get('mod_wizard_mode', 'quotation')
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client = order.partner_id
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authorizer = order.x_fc_authorizer_id
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case_worker = order.x_fc_case_worker
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# Find or create a MOD partner for the default email
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mod_partner = self._get_mod_partner(mod_default_email)
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if mode == 'drawing':
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res['send_mode'] = 'drawing'
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# To: Client. CC: MOD + Authorizer
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res['recipient_ids'] = [(6, 0, [client.id])] if client else [(6, 0, [])]
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cc_ids = []
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if mod_partner:
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cc_ids.append(mod_partner.id)
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if authorizer:
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cc_ids.append(authorizer.id)
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res['cc_ids'] = [(6, 0, cc_ids)]
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# Pre-load files
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if order.x_fc_mod_drawing:
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res['drawing_file'] = order.x_fc_mod_drawing
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res['drawing_filename'] = order.x_fc_mod_drawing_filename
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if order.x_fc_mod_initial_photos:
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res['initial_photos_file'] = order.x_fc_mod_initial_photos
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res['initial_photos_filename'] = order.x_fc_mod_initial_photos_filename
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elif mode == 'completion':
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res['send_mode'] = 'completion'
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# To: Case worker. CC: Authorizer
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to_ids = []
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if case_worker:
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to_ids.append(case_worker.id)
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elif mod_partner:
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to_ids.append(mod_partner.id)
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res['recipient_ids'] = [(6, 0, to_ids)]
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cc_ids = []
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if authorizer:
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cc_ids.append(authorizer.id)
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res['cc_ids'] = [(6, 0, cc_ids)]
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if order.x_fc_mod_completion_photos:
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res['completion_photos_file'] = order.x_fc_mod_completion_photos
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res['completion_photos_filename'] = order.x_fc_mod_completion_photos_filename
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if order.x_fc_mod_proof_of_delivery:
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res['pod_file'] = order.x_fc_mod_proof_of_delivery
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res['pod_filename'] = order.x_fc_mod_pod_filename
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else:
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res['send_mode'] = 'quotation'
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res['recipient_ids'] = [(6, 0, [client.id])] if client else [(6, 0, [])]
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cc_ids = []
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if mod_partner:
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cc_ids.append(mod_partner.id)
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if authorizer:
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cc_ids.append(authorizer.id)
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res['cc_ids'] = [(6, 0, cc_ids)]
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return res
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def _get_mod_partner(self, email):
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"""Find or create a partner for the MOD default email."""
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if not email:
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return None
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partner = self.env['res.partner'].sudo().search([('email', '=', email)], limit=1)
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if not partner:
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partner = self.env['res.partner'].sudo().create({
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'name': 'March of Dimes Canada (HVMP)',
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'email': email,
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'is_company': True,
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'company_type': 'company',
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})
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return partner
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def action_preview_quotation(self):
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self.ensure_one()
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return {
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'type': 'ir.actions.act_url',
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'url': f'/report/pdf/fusion_claims.report_mod_quotation/{self.sale_order_id.id}',
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'target': 'new',
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}
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def _pro_name(self, field_name, order, orig_filename=None):
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"""Professional attachment name."""
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client = order.partner_id.name or 'Client'
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client_clean = client.replace(' ', '_').replace(',', '')
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base = _DOC_NAMES.get(field_name, field_name)
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ext = 'pdf'
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if orig_filename and '.' in orig_filename:
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ext = orig_filename.rsplit('.', 1)[-1].lower()
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return f'{base} - {client_clean} - {order.name}.{ext}'
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def _get_field_att(self, order, field_name):
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att = self.env['ir.attachment'].sudo().search([
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('res_model', '=', 'sale.order'),
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('res_id', '=', order.id),
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('res_field', '=', field_name),
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], order='id desc', limit=1)
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if att:
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att.sudo().write({'name': self._pro_name(field_name, order, att.name)})
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return att
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def action_send(self):
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self.ensure_one()
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order = self.sale_order_id
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client_name = order.partner_id.name or 'Client'
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client_clean = client_name.replace(' ', '_').replace(',', '')
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to_emails = [p.email for p in self.recipient_ids if p.email]
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cc_emails = [p.email for p in self.cc_ids if p.email]
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if order.user_id and order.user_id.email:
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sr_email = order.user_id.email
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if sr_email not in to_emails and sr_email not in cc_emails:
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cc_emails.append(sr_email)
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if not to_emails:
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raise UserError(_("Please add at least one recipient."))
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# --- Save files and change status ---
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if self.send_mode == 'drawing':
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if not self.drawing_file:
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raise UserError(_("Drawing is required."))
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save = {
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'x_fc_mod_drawing': self.drawing_file,
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'x_fc_mod_drawing_filename': self.drawing_filename or f'Drawing - {client_name}.pdf',
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}
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if self.initial_photos_file:
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save['x_fc_mod_initial_photos'] = self.initial_photos_file
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save['x_fc_mod_initial_photos_filename'] = (
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self.initial_photos_filename or f'Assessment Photos - {client_name}.jpg')
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order.with_context(skip_all_validations=True).write(save)
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order.write({
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'x_fc_mod_status': 'quote_submitted',
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'x_fc_mod_drawing_submitted_date': fields.Date.today(),
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})
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elif self.send_mode == 'completion':
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if not self.completion_photos_file:
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raise UserError(_("Completion Photos are required."))
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if not self.pod_file:
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raise UserError(_("Proof of Delivery is required."))
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order.with_context(skip_all_validations=True).write({
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'x_fc_mod_completion_photos': self.completion_photos_file,
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'x_fc_mod_completion_photos_filename': (
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self.completion_photos_filename or f'Completion Photos - {client_name}.jpg'),
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'x_fc_mod_proof_of_delivery': self.pod_file,
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'x_fc_mod_pod_filename': (
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self.pod_filename or f'Proof of Delivery - {client_name}.pdf'),
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})
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order.write({
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'x_fc_mod_status': 'pod_submitted',
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'x_fc_mod_pod_submitted_date': fields.Date.today(),
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})
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# --- Collect attachments ---
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att_ids = []
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att_names = []
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Att = self.env['ir.attachment'].sudo()
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if self.send_mode in ('drawing', 'quotation'):
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try:
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report = self.env.ref('fusion_claims.action_report_mod_quotation')
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pdf, _ = report._render_qweb_pdf(report.id, [order.id])
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a = Att.create({
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'name': f'Quotation - {client_clean} - {order.name}.pdf',
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'type': 'binary', 'datas': base64.b64encode(pdf),
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'res_model': 'sale.order', 'res_id': order.id,
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'mimetype': 'application/pdf',
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})
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att_ids.append(a.id)
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att_names.append(a.name)
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except Exception as e:
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_logger.error(f"Quotation PDF failed: {e}")
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if self.send_mode == 'drawing' or self.include_drawing:
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a = self._get_field_att(order, 'x_fc_mod_drawing')
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if a:
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att_ids.append(a.id)
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att_names.append(a.name)
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if self.send_mode == 'drawing' or self.include_initial_photos:
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a = self._get_field_att(order, 'x_fc_mod_initial_photos')
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if a:
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att_ids.append(a.id)
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att_names.append(a.name)
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elif self.send_mode == 'completion':
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a = self._get_field_att(order, 'x_fc_mod_completion_photos')
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if a:
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att_ids.append(a.id)
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att_names.append(a.name)
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a = self._get_field_att(order, 'x_fc_mod_proof_of_delivery')
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if a:
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att_ids.append(a.id)
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att_names.append(a.name)
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if not att_ids:
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raise UserError(_("No documents to send."))
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# --- Build email ---
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sender = (order.user_id or self.env.user).name
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if self.send_mode in ('drawing', 'quotation'):
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title = 'Accessibility Modification Proposal'
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summary = (
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f'Dear <strong>{client_name}</strong>,<br/><br/>'
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f'Please find attached the quotation, drawing and assessment photos for your '
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f'accessibility modification project. Please review and let us know if you '
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f'have any questions.')
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else:
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title = 'Completion Photos and Proof of Delivery'
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summary = (
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f'Please find attached the completion photos and signed proof of delivery '
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f'for <strong>{client_name}</strong>.')
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body = order._mod_email_build(
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title=title, summary=summary,
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email_type='info' if self.send_mode != 'completion' else 'success',
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sections=[('Project Details', order._build_mod_case_detail_rows(
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include_amounts=self.send_mode in ('drawing', 'quotation')))],
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note=self.additional_notes or None,
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attachments_note=', '.join(att_names),
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sender_name=sender,
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)
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prefixes = {
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'drawing': 'Quotation and Drawing',
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'quotation': 'Quotation and Documents',
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'completion': 'Completion Photos and Proof of Delivery',
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}
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ref = order.x_fc_case_reference
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subj = f'{prefixes[self.send_mode]} - {client_name} - {order.name}'
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if ref:
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subj = f'{prefixes[self.send_mode]} - {ref} - {client_name}'
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try:
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self.env['mail.mail'].sudo().create({
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'subject': subj,
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'body_html': body,
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'email_to': ', '.join(to_emails),
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'email_cc': ', '.join(cc_emails) if cc_emails else '',
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'model': 'sale.order',
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'res_id': order.id,
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'attachment_ids': [(6, 0, att_ids)],
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}).send()
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to_str = ', '.join(to_emails)
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cc_str = ', '.join(cc_emails) if cc_emails else None
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order._email_chatter_log(
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f'{prefixes[self.send_mode]} sent', to_str, cc_str,
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[f'Documents: {", ".join(att_names)}'],
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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': 'Sent',
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'message': f'Documents sent to {to_str}',
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'type': 'success', '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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except Exception as e:
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_logger.error(f"Send failed for {order.name}: {e}")
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raise UserError(_(f"Failed to send: {e}"))
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