feat(fusion_portal): ADP/express->visit wiring, visit entry tile, email consolidation (live on westin 19.0.2.10.0)

- express save captures visit_id; visit-linked submit defers SO creation
  (saves draft + signature) and returns to the visit for grouping.
- portal dashboard 'Start a Visit' tile for sales reps.
- fix duplicate-authorizer completion email; visit grouped SOs email once per SO.
- define visit._assessment_sale_type (ADP grouping key) - fixes AttributeError.

Verified on a westin-v19 clone (load + ADP-grouping + combination-guard smoke
test, mail neutralised) then deployed to westin prod 19.0.2.10.0.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
This commit is contained in:
gsinghpal
2026-06-02 08:50:25 -04:00
parent 7fcf38ca82
commit 9a8e1d7ab5
6 changed files with 99 additions and 17 deletions

View File

@@ -1,7 +1,7 @@
# -*- coding: utf-8 -*-
{
'name': 'Fusion Authorizer & Sales Portal',
'version': '19.0.2.9.0',
'version': '19.0.2.10.0',
'category': 'Sales/Portal',
'summary': 'Portal for Authorizers (OTs) and Sales Reps with Assessment Forms',
'description': """