Initial commit
This commit is contained in:
gsinghpal
410
fusion_claims/wizard/status_change_reason_wizard.py
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410
fusion_claims/wizard/status_change_reason_wizard.py
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# -*- coding: utf-8 -*-
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from markupsafe import Markup
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from odoo import api, fields, models
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class StatusChangeReasonWizard(models.TransientModel):
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"""Wizard to capture reason when changing to specific statuses."""
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_name = 'fusion.status.change.reason.wizard'
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_description = 'Status Change Reason 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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ondelete='cascade',
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)
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new_status = fields.Selection(
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selection=[
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('rejected', 'Rejected by ADP'), # New: Initial rejection (within 24 hours)
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('denied', 'Application Denied'), # Funding denied (after 2-3 weeks)
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('withdrawn', 'Application Withdrawn'),
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('on_hold', 'On Hold'),
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('cancelled', 'Cancelled'),
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('needs_correction', 'Application Needs Correction'),
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],
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string='New Status',
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required=True,
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)
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# ==========================================================================
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# REJECTION REASON FIELDS (for 'rejected' status - initial submission rejection)
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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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help='Select the reason ADP rejected the submission',
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)
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# ==========================================================================
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# DENIAL REASON FIELDS (for 'denied' status - funding denial after review)
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# ==========================================================================
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denial_reason = fields.Selection(
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selection=[
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('eligibility', 'Client Eligibility Issues'),
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('recent_funding', 'Previous Funding Within 5 Years'),
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('medical_justification', 'Insufficient Medical Justification'),
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('equipment_not_covered', 'Equipment Not Covered by ADP'),
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('documentation_incomplete', 'Documentation Incomplete'),
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('other', 'Other'),
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],
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string='Denial Reason',
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help='Select the reason ADP denied the funding',
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)
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reason = fields.Text(
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string='Reason / Additional Details',
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help='Please provide additional details for this status change.',
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)
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# For on_hold: track the previous status
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previous_status = fields.Char(
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string='Previous Status',
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readonly=True,
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)
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# Computed field to determine if reason is required
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reason_required = fields.Boolean(
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compute='_compute_reason_required',
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)
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@api.depends('new_status', 'rejection_reason', 'denial_reason')
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def _compute_reason_required(self):
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"""Reason text is required for 'other' selections or non-rejection/denial statuses."""
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for wizard in self:
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if wizard.new_status == 'rejected':
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# Reason required if rejection_reason is 'other'
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wizard.reason_required = wizard.rejection_reason == 'other'
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elif wizard.new_status == 'denied':
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# Reason required if denial_reason is 'other'
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wizard.reason_required = wizard.denial_reason == 'other'
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else:
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# For other statuses (on_hold, cancelled, etc.), reason is always required
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wizard.reason_required = True
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@api.model
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def default_get(self, fields_list):
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"""Set defaults from context."""
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res = super().default_get(fields_list)
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if self.env.context.get('active_model') == 'sale.order':
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order_id = self.env.context.get('active_id')
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if order_id:
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order = self.env['sale.order'].browse(order_id)
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res['sale_order_id'] = order_id
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res['previous_status'] = order.x_fc_adp_application_status
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if self.env.context.get('default_new_status'):
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res['new_status'] = self.env.context.get('default_new_status')
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return res
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def _get_status_label(self, status):
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"""Get human-readable label for status."""
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labels = {
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'rejected': 'Rejected by ADP',
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'denied': 'Application Denied',
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'withdrawn': 'Application Withdrawn',
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'on_hold': 'On Hold',
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'cancelled': 'Cancelled',
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'needs_correction': 'Application Needs Correction',
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}
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return labels.get(status, status)
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def _get_status_icon(self, status):
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"""Get FontAwesome icon for status."""
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icons = {
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'rejected': 'fa-times',
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'denied': 'fa-times-circle',
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'withdrawn': 'fa-undo',
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'on_hold': 'fa-pause-circle',
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'cancelled': 'fa-ban',
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'needs_correction': 'fa-exclamation-triangle',
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}
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return icons.get(status, 'fa-info-circle')
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def _get_rejection_reason_label(self, reason):
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"""Get human-readable label for rejection reason."""
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labels = {
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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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return labels.get(reason, reason)
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def _get_denial_reason_label(self, reason):
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"""Get human-readable label for denial reason."""
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labels = {
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'eligibility': 'Client Eligibility Issues',
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'recent_funding': 'Previous Funding Within 5 Years',
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'medical_justification': 'Insufficient Medical Justification',
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'equipment_not_covered': 'Equipment Not Covered by ADP',
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'documentation_incomplete': 'Documentation Incomplete',
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'other': 'Other',
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}
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return labels.get(reason, reason)
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def action_confirm(self):
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"""Confirm status change and post reason to chatter."""
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self.ensure_one()
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order = self.sale_order_id
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new_status = self.new_status
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reason = self.reason or ''
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# Build chatter message
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status_label = self._get_status_label(new_status)
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icon = self._get_status_icon(new_status)
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user_name = self.env.user.name
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change_date = fields.Date.today().strftime('%B %d, %Y')
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# Color scheme for different status types
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status_colors = {
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'rejected': ('#e74c3c', '#fff5f5', '#f5c6cb'), # Red (lighter)
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'denied': ('#dc3545', '#fff5f5', '#f5c6cb'), # Red
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'withdrawn': ('#6c757d', '#f8f9fa', '#dee2e6'), # Gray
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'on_hold': ('#fd7e14', '#fff8f0', '#ffecd0'), # Orange
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'cancelled': ('#dc3545', '#fff5f5', '#f5c6cb'), # Red
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'needs_correction': ('#ffc107', '#fffbf0', '#ffeeba'), # Yellow
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}
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header_color, bg_color, border_color = status_colors.get(new_status, ('#17a2b8', '#f0f9ff', '#bee5eb'))
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# For on_hold, also store the previous status and hold date
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update_vals = {'x_fc_adp_application_status': new_status}
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# =================================================================
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# REJECTED: ADP rejected submission (within 24 hours)
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# =================================================================
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if new_status == 'rejected':
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rejection_reason = self.rejection_reason
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rejection_label = self._get_rejection_reason_label(rejection_reason)
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# Store rejection details in sale order
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current_count = order.x_fc_rejection_count or 0
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update_vals.update({
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'x_fc_rejection_reason': rejection_reason,
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'x_fc_rejection_reason_other': reason if rejection_reason == 'other' else False,
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'x_fc_rejection_date': fields.Date.today(),
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'x_fc_rejection_count': current_count + 1,
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})
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# Build rejection message
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details_html = ''
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if rejection_reason == 'other' and reason:
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details_html = f'<p><strong>Details:</strong> {reason}</p>'
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message_body = f'''
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<div class="alert alert-danger" role="alert">
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<h5 class="alert-heading"><i class="fa {icon}"></i> Submission Rejected by ADP</h5>
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<ul>
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<li><strong>Rejection #:</strong> {current_count + 1}</li>
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<li><strong>Reason:</strong> {rejection_label}</li>
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<li><strong>Date:</strong> {change_date}</li>
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<li><strong>Recorded By:</strong> {user_name}</li>
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</ul>
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{details_html}
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<hr>
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<p class="mb-0"><i class="fa fa-info-circle"></i> <strong>Next Step:</strong> Correct the issue and resubmit the application.</p>
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</div>
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'''
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# =================================================================
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# DENIED: Funding denied by ADP (after 2-3 weeks review)
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# =================================================================
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elif new_status == 'denied':
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denial_reason = self.denial_reason
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denial_label = self._get_denial_reason_label(denial_reason)
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# Store denial details in sale order
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update_vals.update({
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'x_fc_denial_reason': denial_reason,
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'x_fc_denial_reason_other': reason if denial_reason == 'other' else False,
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'x_fc_denial_date': fields.Date.today(),
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})
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# Build denial message
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details_html = ''
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if denial_reason == 'other' and reason:
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details_html = f'<p><strong>Details:</strong> {reason}</p>'
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message_body = f'''
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<div class="alert alert-danger" role="alert">
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<h5 class="alert-heading"><i class="fa {icon}"></i> Funding Denied by ADP</h5>
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<ul>
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<li><strong>Denial Reason:</strong> {denial_label}</li>
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<li><strong>Date:</strong> {change_date}</li>
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<li><strong>Recorded By:</strong> {user_name}</li>
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</ul>
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{details_html}
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</div>
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'''
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# =================================================================
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# ON HOLD: Application put on hold
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# Message is posted by _send_on_hold_email() to avoid duplicates
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# =================================================================
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elif new_status == 'on_hold':
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update_vals['x_fc_on_hold_date'] = fields.Date.today()
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update_vals['x_fc_previous_status_before_hold'] = self.previous_status
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# Don't post message here - _send_on_hold_email() will post the message
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message_body = None
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elif new_status == 'withdrawn':
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# Don't post message here - _send_withdrawal_email() will post the message
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message_body = None
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elif new_status == 'cancelled':
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# Cancelled has its own detailed message posted later
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message_body = None
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else:
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message_body = f'''
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<div class="alert alert-warning" role="alert">
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<h5 class="alert-heading"><i class="fa {icon}"></i> Status Changed: {status_label}</h5>
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<ul>
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<li><strong>Changed By:</strong> {user_name}</li>
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<li><strong>Date:</strong> {change_date}</li>
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</ul>
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<hr>
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<p class="mb-0"><strong>Reason:</strong> {reason}</p>
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</div>
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'''
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# Post to chatter (except for cancelled which has its own detailed message)
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if message_body:
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order.message_post(
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body=Markup(message_body),
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message_type='notification',
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subtype_xmlid='mail.mt_note',
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)
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# Update the status (this will trigger the write() method)
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# Use context to skip the wizard trigger and skip auto-email for needs_correction
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# (we send it below with the reason text)
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write_ctx = {'skip_status_validation': True}
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if new_status == 'needs_correction':
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write_ctx['skip_correction_email'] = True
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order.with_context(**write_ctx).write(update_vals)
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# =================================================================
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# NEEDS CORRECTION: Send email with the reason from this wizard
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# =================================================================
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if new_status == 'needs_correction':
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order._send_correction_needed_email(reason=reason)
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# =================================================================
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# WITHDRAWN: Send email notification to all parties
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# =================================================================
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if new_status == 'withdrawn':
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order._send_withdrawal_email(reason=reason)
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# =================================================================
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# ON HOLD: Send email notification to all parties
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# =================================================================
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if new_status == 'on_hold':
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order._send_on_hold_email(reason=reason)
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# =================================================================
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# CANCELLED: Also cancel the sale order and all related invoices
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# =================================================================
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if new_status == 'cancelled':
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cancelled_invoices = []
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cancelled_so = False
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user_name = self.env.user.name
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cancel_date = fields.Date.today().strftime('%B %d, %Y')
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# Cancel related invoices first
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invoices = order.invoice_ids.filtered(lambda inv: inv.state != 'cancel')
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for invoice in invoices:
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try:
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# Post cancellation reason to invoice chatter
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inv_msg = Markup(f'''
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<div class="alert alert-danger" role="alert">
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<h5 class="alert-heading"><i class="fa fa-ban"></i> Invoice Cancelled</h5>
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<ul>
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<li><strong>Related Order:</strong> {order.name}</li>
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<li><strong>Cancelled By:</strong> {user_name}</li>
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<li><strong>Date:</strong> {cancel_date}</li>
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</ul>
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<hr>
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<p class="mb-0"><strong>Reason:</strong> {reason}</p>
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</div>
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''')
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invoice.message_post(
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body=inv_msg,
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message_type='notification',
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subtype_xmlid='mail.mt_note',
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)
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# Cancel the invoice (button_cancel or button_draft then cancel)
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if invoice.state == 'posted':
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invoice.button_draft()
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invoice.button_cancel()
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cancelled_invoices.append(invoice.name)
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except Exception as e:
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warn_msg = Markup(f'''
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<div class="alert alert-warning" role="alert">
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<p class="mb-0"><i class="fa fa-exclamation-triangle"></i> <strong>Warning:</strong> Could not cancel invoice {invoice.name}</p>
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<p class="mb-0 small">{str(e)}</p>
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</div>
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''')
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order.message_post(
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body=warn_msg,
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message_type='notification',
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subtype_xmlid='mail.mt_note',
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)
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# Cancel the sale order itself
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if order.state not in ('cancel', 'done'):
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try:
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order._action_cancel()
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cancelled_so = True
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except Exception as e:
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warn_msg = Markup(f'''
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<div class="alert alert-warning" role="alert">
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<p class="mb-0"><i class="fa fa-exclamation-triangle"></i> <strong>Warning:</strong> Could not cancel sale order</p>
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<p class="mb-0 small">{str(e)}</p>
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</div>
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''')
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order.message_post(
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body=warn_msg,
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message_type='notification',
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subtype_xmlid='mail.mt_note',
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)
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# Build cancellation summary
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invoice_list_html = ''
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if cancelled_invoices:
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invoice_items = ''.join([f'<li>{inv}</li>' for inv in cancelled_invoices])
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invoice_list_html = f'<li><strong>Invoices Cancelled:</strong><ul>{invoice_items}</ul></li>'
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# Post comprehensive summary to chatter
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so_status = 'Cancelled' if cancelled_so else 'Not applicable'
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summary_msg = Markup(f'''
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<div class="alert alert-danger" role="alert">
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<h5 class="alert-heading"><i class="fa fa-ban"></i> Application Cancelled</h5>
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<ul>
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<li><strong>Cancelled By:</strong> {user_name}</li>
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<li><strong>Date:</strong> {cancel_date}</li>
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<li><strong>Sale Order:</strong> {so_status}</li>
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{invoice_list_html}
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</ul>
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<hr>
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<p class="mb-0"><strong>Reason for Cancellation:</strong> {reason}</p>
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</div>
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''')
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order.message_post(
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body=summary_msg,
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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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Block a user