fusion_claims: ADP workflow recovery actions + email gap fixes
Workflow (from the FigJam ADP board): - 9 new ADP action methods to wire up the orphan states that the board showed had no entry or no exit path: put_on_hold, withdraw, mark_denied, mark_rejected, mark_needs_correction, cancel, reopen_cancelled, reopen_expired, resubmit_from_denied. - 12-month auto-expire cron (_cron_adp_expire_approved) configurable via fusion_claims.adp_approval_expiry_months, runs daily at 03:00. - 3 new recovery buttons in the ADP form view (Reopen cancelled, Reopen expired, Resubmit from denied) in both the primary status bar and the secondary details panel. Email (from the 2026-04 email audit): - 6 new ADP stage email methods via a shared _adp_send_stage_email helper: assessment_scheduled, assessment_completed, application_received, accepted, cancelled, expired. Each has a matching dispatch entry in write(). - _send_rejection_email now includes the client (was authorizer-only). - _send_accepted_email excludes the authorizer per the new rule: "Accepted" is a passive intermediate state with no authorizer action required. - _send_ready_for_delivery_email excludes the authorizer: operational scheduling, not delivery confirmation. Authorizers are notified at case_closed when the product is actually delivered. - action_adp_put_on_hold and action_adp_withdraw now fire their matching email methods so direct action-method calls get the same notifications as the status_change_reason_wizard path. Authorizer notification rule (locked in for this update): Send to authorizer ONLY for initial involvement (assessment/submit/ resubmit), delivery confirmation (case_closed), and problem states (rejected, denied, needs_correction, withdrawn, on_hold, cancelled, expired). Skip for billing, payment, ready_delivery scheduling, and passive intermediates (accepted). Scope: ADP + ADP/ODSP only. MOD workflow emails reverted and deferred to a separate update. Deployed to odoo-westin (westin-v19) and odoo-mobility (mobility). Pre-existing stock_route_warehouse FK orphans on mobility worked around by verifying fusion_claims transaction committed before container restart.
This commit is contained in:
gsinghpal
@@ -1274,7 +1274,33 @@
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icon="fa-play"
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invisible="not x_fc_is_adp_sale or x_fc_adp_application_status != 'on_hold'"
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help="Resume this application from hold"/>
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<!-- ============================================================ -->
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<!-- RECOVERY BUTTONS - bring stuck orders back into the workflow -->
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<!-- Added 2026-04 to wire up the exit paths drawn in the FigJam -->
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<!-- ============================================================ -->
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<button name="action_adp_reopen_cancelled" type="object"
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string="Reopen" class="btn-info"
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icon="fa-refresh"
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invisible="not x_fc_is_adp_sale or x_fc_adp_application_status != 'cancelled'"
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confirm="Reopen this cancelled application at the Quotation stage?"
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help="Return a cancelled application to Quotation"/>
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<button name="action_adp_reopen_expired" type="object"
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string="Reopen" class="btn-info"
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icon="fa-refresh"
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invisible="not x_fc_is_adp_sale or x_fc_adp_application_status != 'expired'"
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confirm="Reopen this expired application at the Quotation stage?"
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help="Return an expired application to Quotation"/>
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<button name="action_adp_resubmit_from_denied" type="object"
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string="Resubmit" class="btn-primary"
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icon="fa-repeat"
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invisible="not x_fc_is_adp_sale or x_fc_adp_application_status != 'denied'"
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confirm="Send this denied application back to Ready for Submission for a fresh attempt?"
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help="Send a denied application back to Ready for Submission"/>
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<!-- ============================================================ -->
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<!-- EXCEPTION BUTTONS - Put On Hold / Withdraw -->
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<!-- ============================================================ -->
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@@ -1472,8 +1498,28 @@
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required="x_fc_stage_after_ready_submission"
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readonly="x_fc_case_locked"/>
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<!-- Recovery Action Buttons - visible only for stuck states -->
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<div class="mt-2" colspan="2"
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invisible="x_fc_case_locked or x_fc_adp_application_status not in ('cancelled', 'expired', 'denied')">
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<button name="action_adp_reopen_cancelled" type="object"
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string="Reopen" class="btn-info btn-sm me-1"
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icon="fa-refresh"
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invisible="x_fc_adp_application_status != 'cancelled'"
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confirm="Reopen this cancelled application at the Quotation stage?"/>
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<button name="action_adp_reopen_expired" type="object"
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string="Reopen" class="btn-info btn-sm me-1"
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icon="fa-refresh"
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invisible="x_fc_adp_application_status != 'expired'"
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confirm="Reopen this expired application at the Quotation stage?"/>
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<button name="action_adp_resubmit_from_denied" type="object"
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string="Resubmit" class="btn-primary btn-sm me-1"
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icon="fa-repeat"
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invisible="x_fc_adp_application_status != 'denied'"
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confirm="Send this denied application back to Ready for Submission for a fresh attempt?"/>
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</div>
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<!-- Status Action Buttons (require reason popup) - Hidden when locked -->
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<div class="mt-2" colspan="2"
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<div class="mt-2" colspan="2"
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invisible="x_fc_case_locked or x_fc_adp_application_status in ('quotation', 'cancelled', 'case_closed', 'expired')">
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<button name="%(fusion_claims.action_set_status_on_hold)d"
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type="action" string="Put On Hold"
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