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>

fusion_portal/controllers/portal_assessment.py

@@ -458,6 +458,7 @@ class AssessmentPortal(CustomerPortal):
             'current_page': 1,
             'total_pages': 2,
             'assessment': None,
+            'visit_id': kw.get('visit_id', ''),
             'google_maps_api_key': google_maps_api_key,
         }
         
@@ -516,6 +517,7 @@ class AssessmentPortal(CustomerPortal):
             'partner': partner,
             'user': user,
             'assessment': assessment,
+            'visit_id': kw.get('visit_id') or (assessment.visit_id.id if assessment.visit_id else ''),
             'authorizers': authorizers,
             'authorizers_json': authorizers_json,
             'clients': clients,
@@ -630,6 +632,30 @@ class AssessmentPortal(CustomerPortal):
                 except Exception as e:
                     _logger.error(f"Error saving Page 11 signature: {e}")
 
+            # ===== Visit-linked: defer SO creation to visit completion =====
+            # Started from a visit workspace: do NOT complete into a standalone
+            # sale order. Leave it as a draft linked to the visit so
+            # visit.action_complete_visit() groups the visit's ADP devices
+            # (combination-checked) into ONE ADP order. The Page 11 signature is
+            # already saved above; pre-generate its PDF so it is ready.
+            if assessment.visit_id and action == 'submit':
+                if assessment.signature_page_11 and assessment.consent_declaration_accepted:
+                    try:
+                        pdf_bytes = assessment.generate_template_pdf('Page 11')
+                        if pdf_bytes:
+                            import base64 as b64
+                            assessment.write({
+                                'signed_page_11_pdf': b64.b64encode(pdf_bytes),
+                                'signed_page_11_pdf_filename': f'ADP_Page11_{assessment.reference}.pdf',
+                            })
+                    except Exception as pdf_e:
+                        _logger.warning(f"Visit-linked Page 11 PDF generation failed (non-blocking): {pdf_e}")
+                _logger.info(
+                    f"Express assessment {assessment.reference} saved to visit "
+                    f"{assessment.visit_id.name} (completion deferred to visit)"
+                )
+                return request.redirect(f'/my/visit/{assessment.visit_id.id}')
+
             # Handle navigation
             if action == 'submit':
                 # If already completed, we just saved consent/signature above -- redirect with success
@@ -803,6 +829,13 @@ class AssessmentPortal(CustomerPortal):
     def _build_express_assessment_vals(self, kw):
         """Build values dict from express form POST data"""
         vals = {}
+
+        # Visit linkage (assessment started from a visit workspace)
+        if kw.get('visit_id'):
+            try:
+                vals['visit_id'] = int(kw.get('visit_id'))
+            except (ValueError, TypeError):
+                pass
         
         # Equipment type
         if kw.get('equipment_type'):