changes
This commit is contained in:
gsinghpal
849
fusion_quotations/models/wc_assessment.py
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849
fusion_quotations/models/wc_assessment.py
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# -*- coding: utf-8 -*-
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from odoo import api, fields, models, _
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from odoo.exceptions import UserError, ValidationError
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from markupsafe import Markup
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import json
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import uuid
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import logging
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_logger = logging.getLogger(__name__)
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class WheelchairAssessment(models.Model):
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_name = 'fusion.wc.assessment'
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_description = 'Wheelchair Assessment & Quotation Builder'
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_inherit = ['mail.thread', 'mail.activity.mixin']
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_order = 'create_date desc, id desc'
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_rec_name = 'display_name'
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# =========================================================================
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# STATE & IDENTITY
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# =========================================================================
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state = fields.Selection([
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('draft', 'In Progress'),
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('review', 'Ready for Review'),
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('quoted', 'Quotation Generated'),
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('cancelled', 'Cancelled'),
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], string='Status', default='draft', tracking=True, index=True)
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display_name = fields.Char(
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string='Display Name',
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compute='_compute_display_name',
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store=True,
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)
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reference = fields.Char(
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string='Reference',
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readonly=True,
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copy=False,
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default=lambda self: _('New'),
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)
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# =========================================================================
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# STEP 1: CLIENT & EQUIPMENT
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# =========================================================================
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partner_id = fields.Many2one('res.partner', string='Client',
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tracking=True, index=True)
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create_new_partner = fields.Boolean(string='New Client', default=False)
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# Client info (for new clients or override)
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client_first_name = fields.Char(string='First Name')
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client_last_name = fields.Char(string='Last Name')
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client_name = fields.Char(string='Client Name',
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compute='_compute_client_name', store=True)
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client_phone = fields.Char(string='Phone')
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client_email = fields.Char(string='Email')
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client_street = fields.Char(string='Street')
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client_street2 = fields.Char(string='Unit/Apt')
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client_city = fields.Char(string='City')
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client_state_id = fields.Many2one('res.country.state', string='Province')
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client_zip = fields.Char(string='Postal Code')
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client_country_id = fields.Many2one('res.country', string='Country')
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client_dob = fields.Date(string='Date of Birth')
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client_health_card = fields.Char(string='Health Card Number')
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equipment_type = fields.Selection(
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selection='_get_equipment_type_selection',
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string='Equipment Type', required=True, tracking=True, index=True)
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@api.model
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def _get_equipment_type_selection(self):
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types = self.env['fusion.equipment.type'].sudo().search([], order='sequence')
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if types:
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return [(t.code, t.name) for t in types]
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return [
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('manual_wheelchair', 'Manual Wheelchair'),
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('power_wheelchair', 'Power Wheelchair / Scooter'),
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('walker', 'Walker / Rollator / Ambulation Aid'),
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]
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wheelchair_type = fields.Selection([
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('type_1', 'Type 1 - Standard'),
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('type_2', 'Type 2 - Lightweight'),
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('type_3', 'Type 3 - Ultra Lightweight'),
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('type_4', 'Type 4 - Rigid Frame'),
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('type_5', 'Type 5 - Dynamic Tilt'),
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], string='Wheelchair Category')
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powerchair_type = fields.Selection([
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('type_1', 'Power Base Type 1'),
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('type_2', 'Power Base Type 2'),
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('type_3', 'Power Base Type 3'),
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('scooter', 'Power Scooter'),
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], string='Power Device Category')
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walker_type = fields.Selection([
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('adult_walker_1', 'Adult Wheeled Walker Type 1'),
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('adult_walker_2', 'Adult Wheeled Walker Type 2'),
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('adult_walker_3', 'Adult Wheeled Walker Type 3'),
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('paed_walker_1', 'Paediatric Specific Wheeled Walker Type 1'),
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('paed_walker_2', 'Paediatric Specific Wheeled Walker Type 2'),
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('paed_walking_frame', 'Paediatric Specific Walking Frame'),
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('paed_standing_1', 'Paediatric Standing Frame Type 1'),
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('paed_standing_2', 'Paediatric Standing Frame Type 2'),
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('forearm_crutches', 'Forearm Crutches'),
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('stroller', 'Paediatric Specific Specialty Stroller'),
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], string='Walker / Aid Category')
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client_type = fields.Selection([
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('reg', 'REG - Regular ADP (75/25)'),
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('ods', 'ODS - ODSP (100% ADP)'),
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('acs', 'ACS - ACSD (100% ADP)'),
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('owp', 'OWP - Ontario Works (100% ADP)'),
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('ltc', 'LTC - Long Term Care'),
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('sen', 'SEN - Senior'),
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('cca', 'CCA - Community Care'),
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], string='Client Type', default='reg')
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build_type = fields.Selection([
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('modular', 'Modular'),
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('custom_fabricated', 'Custom Fabricated'),
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], string='Build Type', default='modular')
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reason_for_application = fields.Selection([
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('first_access', 'First Access'),
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('additions', 'Additions'),
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('modifications', 'Modifications'),
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('replacements', 'Replacements'),
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], string='Reason for Application')
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# Assessment context
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sales_rep_id = fields.Many2one('res.users', string='Sales Rep',
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default=lambda self: self.env.user, tracking=True, index=True)
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authorizer_id = fields.Many2one('res.partner', string='Authorizer/OT',
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tracking=True)
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assessment_date = fields.Datetime(string='Assessment Date',
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default=fields.Datetime.now)
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# =========================================================================
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# STEP 2: ADP PRESCRIPTION MEASUREMENTS
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# =========================================================================
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seat_width = fields.Float(string='Seat Width', digits=(10, 2))
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seat_width_unit = fields.Selection([
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('inches', 'Inches'), ('cm', 'cm')
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], string='Seat Width Unit', default='inches')
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seat_depth = fields.Float(string='Seat Depth', digits=(10, 2))
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seat_depth_unit = fields.Selection([
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('inches', 'Inches'), ('cm', 'cm')
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], string='Seat Depth Unit', default='inches')
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finished_seat_to_floor_height = fields.Float(
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string='Finished Seat to Floor Height', digits=(10, 2))
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seat_to_floor_unit = fields.Selection([
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('inches', 'Inches'), ('cm', 'cm')
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], string='Seat to Floor Unit', default='inches')
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back_cane_height = fields.Float(string='Back Cane Height', digits=(10, 2))
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cane_height_unit = fields.Selection([
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('inches', 'Inches'), ('cm', 'cm')
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], string='Cane Height Unit', default='inches')
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finished_back_height = fields.Float(
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string='Finished Back Height', digits=(10, 2))
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back_height_unit = fields.Selection([
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('inches', 'Inches'), ('cm', 'cm')
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], string='Back Height Unit', default='inches')
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finished_leg_rest_length = fields.Float(
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string='Finished Leg Rest Length', digits=(10, 2))
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leg_rest_unit = fields.Selection([
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('inches', 'Inches'), ('cm', 'cm')
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], string='Leg Rest Unit', default='inches')
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client_weight = fields.Float(string='Client Weight', digits=(10, 1))
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client_weight_unit = fields.Selection([
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('lbs', 'lbs'), ('kg', 'kg')
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], string='Weight Unit', default='lbs')
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# =========================================================================
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# WALKER / AMBULATION AID PRESCRIPTION (Section 2a)
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# =========================================================================
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walker_seat_height = fields.Float(string='Seat Height', digits=(10, 2))
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walker_seat_height_unit = fields.Selection([
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('inches', 'Inches'), ('cm', 'cm'), ('na', 'N/A')
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], string='Seat Height Unit', default='inches')
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push_handle_height = fields.Float(string='Push Handle Height', digits=(10, 2))
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push_handle_height_unit = fields.Selection([
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('inches', 'Inches'), ('cm', 'cm')
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], string='Push Handle Height Unit', default='inches')
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hand_grips = fields.Selection([
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('none', 'None'), ('standard', 'Standard'), ('anatomical', 'Anatomical'),
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], string='Hand Grips')
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forearm_attachments = fields.Selection([
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('one', 'One'), ('two', 'Two'),
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], string='Forearm Attachments')
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width_between_push_handles = fields.Float(
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string='Width Between Push Handles', digits=(10, 2))
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push_handle_width_unit = fields.Selection([
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('inches', 'Inches'), ('cm', 'cm')
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], string='Push Handle Width Unit', default='inches')
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walker_brakes = fields.Selection([
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('none', 'None'), ('push_to_lock', 'Push-To-Lock'),
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('auto_stop', 'Auto Stop'),
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], string='Brakes')
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walker_brake_type = fields.Selection([
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('none', 'None'), ('bilateral', 'Bilateral'),
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('one_hand', 'One Hand'),
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], string='Brake Type')
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walker_num_wheels = fields.Selection([
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('two', 'Two'), ('three', 'Three'), ('four', 'Four'),
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], string='Number of Wheels')
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walker_wheel_size = fields.Selection([
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('4_6', '4-6 inches'), ('6_8', '6-8 inches'), ('8_10', '8-10 inches'),
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], string='Wheel Size')
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walker_back_support = fields.Selection([
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('yes', 'Yes'), ('no', 'No'),
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], string='Back Support')
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# Walker ADP options (checkboxes)
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walker_adolescent_wheeled_walker = fields.Boolean(
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string='Adolescent Size Paediatric Specific Wheeled Walker')
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walker_adolescent_walking_frame = fields.Boolean(
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string='Adolescent Size Paediatric Wheeled Walker – Walking Frame')
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walker_adolescent_standing_frame = fields.Boolean(
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string='Adolescent Size Paediatric Standing Frame')
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# =========================================================================
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# POWER BASE / SCOOTER PRESCRIPTION (Section 2c)
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# =========================================================================
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# Note: power bases share seat_width, finished_back_height,
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# finished_seat_to_floor_height, finished_leg_rest_length, seat_depth,
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# and client_weight from the main measurement fields above.
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# Scooters only require client_weight (field 6).
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# Power ADP options (checkboxes from screenshot)
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pw_adjustable_tension_back = fields.Boolean(
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string='Adjustable Tension Back Upholstery')
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pw_midline_control = fields.Boolean(string='Midline Control')
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pw_manual_recline = fields.Boolean(string='Manual Recline Option')
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pw_angle_adjustable_footplates = fields.Boolean(
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string='Angle Adjustable Footplates (pair)')
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pw_manual_elevating_legrests = fields.Boolean(
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string='Manual Elevating Legrests (pair)')
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pw_swingaway_bracket = fields.Boolean(string='Swingaway Mounting Bracket')
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pw_front_riggings = fields.Boolean(string='One Piece 90/90 Front Riggings')
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pw_seat_package_1 = fields.Boolean(
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string='Seat Package 1 for Power Bases',
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help='Includes frame, sling upholstery, armrests, footrests')
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pw_seat_package_2 = fields.Boolean(
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string='Seat Package 2 for Power Bases',
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help='Includes deluxe seat and back, armrests, footrests')
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pw_oxygen_tank = fields.Boolean(string='Oxygen Tank Holder')
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pw_ventilator_tray = fields.Boolean(string='Ventilator Tray')
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# Specialty Components (* require clinical rationale)
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pw_specialty_1_joystick = fields.Boolean(
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string='Specialty Controls 1 Non Standard Joystick*')
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pw_specialty_2_chin = fields.Boolean(
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string='Specialty Controls 2 Chin/Rim Control*')
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pw_specialty_3_touch = fields.Boolean(
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string='Specialty Controls 3 Simple Touch*')
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pw_specialty_4_proximity = fields.Boolean(
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string='Specialty Controls 4 Proximity Control*')
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pw_specialty_5_breath = fields.Boolean(
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string='Specialty Controls 5 Breath Control*')
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pw_specialty_6_scanners = fields.Boolean(
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string='Specialty Controls 6 Scanners*')
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pw_auto_correction = fields.Boolean(string='Auto Correction System*')
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pw_specialty_rationale = fields.Text(
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string='Clinical Rationale for Specialty Components')
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# Power Positioning Devices (require Justification for Funding Chart)
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pw_power_tilt_only = fields.Boolean(string='Power Tilt Only')
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pw_power_recline_only = fields.Boolean(string='Power Recline Only')
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pw_power_tilt_recline = fields.Boolean(string='Power Tilt and Recline')
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pw_power_elevating_footrests = fields.Boolean(
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string='Power Elevating Footrests')
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pw_multi_function_control = fields.Boolean(
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string='Multi-Function Control Box')
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pw_power_add_on = fields.Boolean(string='Power Add-On Device')
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# Computed: convert to inches/lbs for rule evaluation
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seat_width_inches = fields.Float(
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compute='_compute_normalized_measurements', store=True)
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seat_depth_inches = fields.Float(
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compute='_compute_normalized_measurements', store=True)
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back_height_inches = fields.Float(
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compute='_compute_normalized_measurements', store=True)
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client_weight_lbs = fields.Float(
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compute='_compute_normalized_measurements', store=True)
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# =========================================================================
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# STEP 3: FRAME
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# =========================================================================
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frame_product_tmpl_id = fields.Many2one('product.template',
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string='Frame Template')
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frame_product_id = fields.Many2one('product.product',
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string='Wheelchair Frame')
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frame_notes = fields.Text(string='Frame Notes')
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# =========================================================================
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# STEP 4 & 5: SEATING, OPTIONS, ACCESSORIES (via lines)
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# =========================================================================
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line_ids = fields.One2many('fusion.wc.assessment.line', 'assessment_id',
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string='Selected Items')
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upcharge_line_ids = fields.One2many('fusion.wc.assessment.line', 'assessment_id',
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domain=[('is_upcharge', '=', True)], string='Auto-Applied Upcharges')
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# =========================================================================
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# STEP 6: REVIEW & RESULT
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# =========================================================================
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sale_order_id = fields.Many2one('sale.order',
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string='Generated Quotation', readonly=True, copy=False)
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total_estimate = fields.Float(string='Total Estimate',
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compute='_compute_totals', store=True)
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total_adp_estimate = fields.Float(string='Estimated ADP Portion',
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compute='_compute_totals', store=True)
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total_client_estimate = fields.Float(string='Estimated Client Portion',
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compute='_compute_totals', store=True)
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notes = fields.Text(string='Additional Notes')
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# Form state for save/resume
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current_step = fields.Integer(string='Current Step', default=1)
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form_data_json = fields.Text(string='Form State (JSON)',
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help='Stores intermediate form state for save/resume')
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# Generic equipment data (for non-wheelchair equipment types)
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equipment_data_json = fields.Text(string='Equipment Data (JSON)',
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help='JSON storage for equipment-specific field values. '
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'Used by dynamic measurement/custom steps for non-wheelchair types.')
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# =========================================================================
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# SHARING & PUBLIC ACCESS
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# =========================================================================
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access_token = fields.Char(
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string='Access Token', copy=False, index=True,
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help='Token for public access without login')
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portal_url = fields.Char(
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string='Portal URL', compute='_compute_portal_url')
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public_url = fields.Char(
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string='Public URL', compute='_compute_public_url')
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# =========================================================================
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# COMPUTED FIELDS
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# =========================================================================
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@api.depends('client_first_name', 'client_last_name', 'partner_id')
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def _compute_client_name(self):
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for rec in self:
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if rec.partner_id:
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rec.client_name = rec.partner_id.name
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elif rec.client_first_name or rec.client_last_name:
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parts = [rec.client_first_name or '', rec.client_last_name or '']
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rec.client_name = ' '.join(p for p in parts if p)
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else:
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rec.client_name = ''
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@api.depends('reference', 'client_name')
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def _compute_display_name(self):
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for rec in self:
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parts = [rec.reference or _('New')]
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if rec.client_name:
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parts.append(rec.client_name)
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rec.display_name = ' - '.join(parts)
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@api.depends(
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'seat_width', 'seat_width_unit',
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'seat_depth', 'seat_depth_unit',
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'finished_back_height', 'back_height_unit',
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'client_weight', 'client_weight_unit',
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)
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def _compute_normalized_measurements(self):
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"""Convert all measurements to inches/lbs for consistent rule evaluation."""
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for rec in self:
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rec.seat_width_inches = (
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rec.seat_width if rec.seat_width_unit == 'inches'
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else rec.seat_width / 2.54
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)
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rec.seat_depth_inches = (
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rec.seat_depth if rec.seat_depth_unit == 'inches'
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else rec.seat_depth / 2.54
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)
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rec.back_height_inches = (
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rec.finished_back_height if rec.back_height_unit == 'inches'
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else rec.finished_back_height / 2.54
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)
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rec.client_weight_lbs = (
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rec.client_weight if rec.client_weight_unit == 'lbs'
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else rec.client_weight * 2.20462
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)
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@api.depends('line_ids.subtotal', 'line_ids.adp_portion', 'line_ids.client_portion')
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def _compute_totals(self):
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for rec in self:
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rec.total_estimate = sum(rec.line_ids.mapped('subtotal'))
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rec.total_adp_estimate = sum(rec.line_ids.mapped('adp_portion'))
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rec.total_client_estimate = sum(rec.line_ids.mapped('client_portion'))
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def _compute_portal_url(self):
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base = self.env['ir.config_parameter'].sudo().get_param('web.base.url')
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for rec in self:
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rec.portal_url = f'{base}/my/quotation/builder/{rec.id}/edit' if rec.id else False
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def _compute_public_url(self):
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base = self.env['ir.config_parameter'].sudo().get_param('web.base.url')
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for rec in self:
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if rec.access_token:
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rec.public_url = f'{base}/quotation/form/{rec.access_token}'
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else:
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rec.public_url = False
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# =========================================================================
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# SHARING ACTIONS
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# =========================================================================
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def _generate_access_token(self):
|
||||
"""Generate a unique access token for public sharing."""
|
||||
for rec in self:
|
||||
if not rec.access_token:
|
||||
rec.access_token = uuid.uuid4().hex
|
||||
|
||||
def action_open_portal_form(self):
|
||||
"""Open the portal assessment form in a new browser tab."""
|
||||
self.ensure_one()
|
||||
return {
|
||||
'type': 'ir.actions.act_url',
|
||||
'url': self.portal_url,
|
||||
'target': 'new',
|
||||
}
|
||||
|
||||
def action_generate_share_link(self):
|
||||
"""Generate a public access token and show the shareable URL."""
|
||||
self.ensure_one()
|
||||
self._generate_access_token()
|
||||
return {
|
||||
'type': 'ir.actions.client',
|
||||
'tag': 'display_notification',
|
||||
'params': {
|
||||
'title': _('Share Link Generated'),
|
||||
'message': _('Public URL copied to clipboard — '
|
||||
'also visible in the Sharing section of this form.'),
|
||||
'type': 'info',
|
||||
'sticky': False,
|
||||
},
|
||||
}
|
||||
|
||||
# =========================================================================
|
||||
# CRUD OVERRIDES
|
||||
# =========================================================================
|
||||
@api.model_create_multi
|
||||
def create(self, vals_list):
|
||||
for vals in vals_list:
|
||||
if vals.get('reference', _('New')) == _('New'):
|
||||
vals['reference'] = self.env['ir.sequence'].next_by_code(
|
||||
'fusion.wc.assessment') or _('New')
|
||||
return super().create(vals_list)
|
||||
|
||||
# =========================================================================
|
||||
# UPCHARGE RULE ENGINE
|
||||
# =========================================================================
|
||||
def _evaluate_upcharge_rules(self):
|
||||
"""Evaluate all active upcharge rules against current assessment data.
|
||||
Creates assessment lines for triggered rules.
|
||||
Returns recordset of triggered rules.
|
||||
"""
|
||||
self.ensure_one()
|
||||
|
||||
# Remove previously auto-applied upcharges (allows re-evaluation)
|
||||
self.line_ids.filtered(lambda l: l.is_upcharge).unlink()
|
||||
|
||||
rules = self.env['fusion.wc.upcharge.rule'].search([
|
||||
('active', '=', True),
|
||||
('equipment_type', 'in', [self.equipment_type, 'both']),
|
||||
])
|
||||
|
||||
triggered = self.env['fusion.wc.upcharge.rule']
|
||||
# Track exclusive groups — only the first matching rule per group applies
|
||||
exclusive_triggered = {}
|
||||
|
||||
for rule in rules.sorted('sequence'):
|
||||
# Check mutual exclusion
|
||||
if rule.mutually_exclusive_group:
|
||||
if rule.mutually_exclusive_group in exclusive_triggered:
|
||||
continue
|
||||
|
||||
matched = False
|
||||
|
||||
if rule.trigger_type == 'measurement':
|
||||
value = self._get_measurement_value(rule.measurement_field)
|
||||
if value and self._compare_values(value, rule.comparison, rule.threshold_value):
|
||||
matched = True
|
||||
|
||||
elif rule.trigger_type == 'weight':
|
||||
weight = self.client_weight_lbs
|
||||
if weight > rule.weight_min:
|
||||
if not rule.weight_max or weight <= rule.weight_max:
|
||||
matched = True
|
||||
|
||||
elif rule.trigger_type == 'dimension_mismatch':
|
||||
val1 = self._get_measurement_value(rule.compare_field_1)
|
||||
val2 = self._get_measurement_value(rule.compare_field_2)
|
||||
if val1 and val2 and abs(val1 - val2) > 0.01:
|
||||
matched = True
|
||||
|
||||
if matched:
|
||||
self._create_upcharge_line(rule)
|
||||
triggered |= rule
|
||||
if rule.mutually_exclusive_group:
|
||||
exclusive_triggered[rule.mutually_exclusive_group] = rule
|
||||
|
||||
return triggered
|
||||
|
||||
def _get_measurement_value(self, field_name):
|
||||
"""Map measurement field selection to actual normalized (inches) value."""
|
||||
field_map = {
|
||||
'seat_width': self.seat_width_inches,
|
||||
'seat_depth': self.seat_depth_inches,
|
||||
'back_width': self.seat_width_inches, # backrest width defaults to seat width
|
||||
'back_height': self.back_height_inches,
|
||||
'seat_to_floor': (
|
||||
self.finished_seat_to_floor_height
|
||||
if self.seat_to_floor_unit == 'inches'
|
||||
else self.finished_seat_to_floor_height / 2.54
|
||||
),
|
||||
'leg_rest_length': (
|
||||
self.finished_leg_rest_length
|
||||
if self.leg_rest_unit == 'inches'
|
||||
else self.finished_leg_rest_length / 2.54
|
||||
),
|
||||
}
|
||||
return field_map.get(field_name, 0.0)
|
||||
|
||||
@staticmethod
|
||||
def _compare_values(value, comparison, threshold):
|
||||
"""Evaluate a comparison between value and threshold."""
|
||||
if comparison == 'gt':
|
||||
return value > threshold
|
||||
elif comparison == 'gte':
|
||||
return value >= threshold
|
||||
elif comparison == 'lt':
|
||||
return value < threshold
|
||||
elif comparison == 'eq':
|
||||
return abs(value - threshold) < 0.01
|
||||
elif comparison == 'neq':
|
||||
return abs(value - threshold) >= 0.01
|
||||
return False
|
||||
|
||||
def _create_upcharge_line(self, rule):
|
||||
"""Create an assessment line from an upcharge rule."""
|
||||
ADPDevice = self.env['fusion.adp.device.code'].sudo()
|
||||
adp_device = ADPDevice.search(
|
||||
[('device_code', '=', rule.adp_device_code), ('active', '=', True)],
|
||||
limit=1
|
||||
)
|
||||
|
||||
vals = {
|
||||
'assessment_id': self.id,
|
||||
'product_id': rule.product_id.id if rule.product_id else False,
|
||||
'product_name': (
|
||||
adp_device.device_description
|
||||
if adp_device else rule.name
|
||||
),
|
||||
'quantity': 1,
|
||||
'adp_device_code': rule.adp_device_code,
|
||||
'adp_price': adp_device.adp_price if adp_device else 0,
|
||||
'unit_price': adp_device.adp_price if adp_device else 0,
|
||||
'is_upcharge': True,
|
||||
'upcharge_rule_id': rule.id,
|
||||
'upcharge_reason': rule.description or rule.name,
|
||||
}
|
||||
return self.env['fusion.wc.assessment.line'].create(vals)
|
||||
|
||||
# =========================================================================
|
||||
# QUOTATION GENERATION
|
||||
# =========================================================================
|
||||
def action_generate_quotation(self):
|
||||
"""Generate a draft sale.order from this assessment."""
|
||||
self.ensure_one()
|
||||
if self.sale_order_id:
|
||||
raise UserError(_('A quotation has already been generated for this assessment.'))
|
||||
|
||||
# Run upcharge engine first
|
||||
triggered_rules = self._evaluate_upcharge_rules()
|
||||
|
||||
# Resolve or create partner
|
||||
partner = self._resolve_partner()
|
||||
|
||||
# Add frame as an assessment line if not already present
|
||||
self._ensure_frame_line()
|
||||
|
||||
# Create sale order
|
||||
so_vals = self._prepare_sale_order_vals(partner)
|
||||
sale_order = self.env['sale.order'].sudo().create(so_vals)
|
||||
|
||||
# Create sale order lines from assessment lines
|
||||
for line in self.line_ids:
|
||||
sol_vals = self._prepare_sale_order_line_vals(sale_order, line)
|
||||
self.env['sale.order.line'].sudo().create(sol_vals)
|
||||
|
||||
# Update assessment
|
||||
self.write({
|
||||
'sale_order_id': sale_order.id,
|
||||
'state': 'quoted',
|
||||
})
|
||||
|
||||
# Post chatter message
|
||||
self._post_quotation_message(sale_order, triggered_rules)
|
||||
|
||||
return {
|
||||
'type': 'ir.actions.act_window',
|
||||
'res_model': 'sale.order',
|
||||
'res_id': sale_order.id,
|
||||
'view_mode': 'form',
|
||||
'target': 'current',
|
||||
}
|
||||
|
||||
def _resolve_partner(self):
|
||||
"""Get existing partner or create a new one."""
|
||||
self.ensure_one()
|
||||
if self.partner_id:
|
||||
return self.partner_id
|
||||
|
||||
if not self.client_first_name and not self.client_last_name:
|
||||
raise UserError(_('Please select an existing client or provide client name.'))
|
||||
|
||||
partner_vals = {
|
||||
'name': self.client_name,
|
||||
'phone': self.client_phone,
|
||||
'email': self.client_email,
|
||||
'street': self.client_street,
|
||||
'street2': self.client_street2,
|
||||
'city': self.client_city,
|
||||
'state_id': self.client_state_id.id if self.client_state_id else False,
|
||||
'zip': self.client_zip,
|
||||
'country_id': self.client_country_id.id if self.client_country_id else False,
|
||||
'customer_rank': 1,
|
||||
}
|
||||
partner = self.env['res.partner'].sudo().create(partner_vals)
|
||||
self.partner_id = partner
|
||||
return partner
|
||||
|
||||
def _ensure_frame_line(self):
|
||||
"""Add the frame product as an assessment line if not already present."""
|
||||
self.ensure_one()
|
||||
|
||||
# If we have a template but no resolved variant, resolve to first variant
|
||||
if not self.frame_product_id and self.frame_product_tmpl_id:
|
||||
variant = self.frame_product_tmpl_id.product_variant_ids[:1]
|
||||
if variant:
|
||||
self.frame_product_id = variant.id
|
||||
|
||||
if not self.frame_product_id:
|
||||
return
|
||||
|
||||
# Pick the right frame section based on equipment type
|
||||
frame_code_map = {
|
||||
'manual_wheelchair': 'mw_frame',
|
||||
'power_wheelchair': 'pw_frame',
|
||||
'walker': 'walker_frame',
|
||||
}
|
||||
code = frame_code_map.get(self.equipment_type, 'mw_frame')
|
||||
frame_section = self.env['fusion.wc.section'].search(
|
||||
[('code', '=', code)], limit=1)
|
||||
if not frame_section:
|
||||
# Fall back to legacy code
|
||||
frame_section = self.env['fusion.wc.section'].search(
|
||||
[('code', '=', 'frame')], limit=1)
|
||||
|
||||
existing = self.line_ids.filtered(
|
||||
lambda l: l.product_id == self.frame_product_id and not l.is_upcharge)
|
||||
if existing:
|
||||
return
|
||||
|
||||
# Build description from measurements
|
||||
desc_parts = [self.frame_product_id.display_name]
|
||||
if self.seat_width:
|
||||
desc_parts.append(f"Seat Width: {self.seat_width}{self.seat_width_unit}")
|
||||
if self.seat_depth:
|
||||
desc_parts.append(f"Seat Depth: {self.seat_depth}{self.seat_depth_unit}")
|
||||
if self.finished_seat_to_floor_height:
|
||||
desc_parts.append(
|
||||
f"Seat to Floor: {self.finished_seat_to_floor_height}"
|
||||
f"{self.seat_to_floor_unit}")
|
||||
if self.finished_leg_rest_length:
|
||||
desc_parts.append(
|
||||
f"Leg Rest: {self.finished_leg_rest_length}{self.leg_rest_unit}")
|
||||
if self.back_cane_height:
|
||||
desc_parts.append(
|
||||
f"Cane Height: {self.back_cane_height}{self.cane_height_unit}")
|
||||
|
||||
product = self.frame_product_id
|
||||
adp_code = product.product_tmpl_id.x_fc_adp_device_code or ''
|
||||
adp_price = product.product_tmpl_id.x_fc_adp_price or product.lst_price
|
||||
|
||||
self.env['fusion.wc.assessment.line'].create({
|
||||
'assessment_id': self.id,
|
||||
'section_id': frame_section.id if frame_section else False,
|
||||
'product_id': product.id,
|
||||
'product_name': '\n'.join(desc_parts),
|
||||
'quantity': 1,
|
||||
'adp_device_code': adp_code,
|
||||
'adp_price': adp_price,
|
||||
'unit_price': product.lst_price,
|
||||
})
|
||||
|
||||
def _prepare_sale_order_vals(self, partner):
|
||||
"""Prepare values for sale.order creation."""
|
||||
self.ensure_one()
|
||||
|
||||
# Map client_type to fusion_claims x_fc_client_type
|
||||
client_type_map = {
|
||||
'reg': 'REG',
|
||||
'ods': 'ODS',
|
||||
'acs': 'ACS',
|
||||
'owp': 'OWP',
|
||||
'ltc': 'LTC',
|
||||
'sen': 'SEN',
|
||||
'cca': 'CCA',
|
||||
}
|
||||
|
||||
vals = {
|
||||
'partner_id': partner.id,
|
||||
'user_id': self.sales_rep_id.id,
|
||||
'state': 'draft',
|
||||
'origin': f'WC Assessment: {self.reference}',
|
||||
'wc_assessment_id': self.id,
|
||||
}
|
||||
|
||||
# Set fusion_claims fields if available
|
||||
if hasattr(self.env['sale.order'], 'x_fc_sale_type'):
|
||||
vals['x_fc_sale_type'] = 'adp'
|
||||
if hasattr(self.env['sale.order'], 'x_fc_client_type'):
|
||||
vals['x_fc_client_type'] = client_type_map.get(self.client_type, 'REG')
|
||||
if hasattr(self.env['sale.order'], 'x_fc_adp_application_status'):
|
||||
vals['x_fc_adp_application_status'] = 'quotation'
|
||||
if self.authorizer_id and hasattr(self.env['sale.order'], 'x_fc_authorizer_id'):
|
||||
vals['x_fc_authorizer_id'] = self.authorizer_id.id
|
||||
|
||||
return vals
|
||||
|
||||
def _prepare_sale_order_line_vals(self, sale_order, line):
|
||||
"""Prepare values for sale.order.line creation from assessment line."""
|
||||
vals = {
|
||||
'order_id': sale_order.id,
|
||||
'product_id': line.product_id.id if line.product_id else False,
|
||||
'name': line.product_name or (
|
||||
line.product_id.display_name if line.product_id else line.adp_device_code
|
||||
),
|
||||
'product_uom_qty': line.quantity,
|
||||
'price_unit': line.unit_price or (
|
||||
line.product_id.lst_price if line.product_id else 0
|
||||
),
|
||||
}
|
||||
return vals
|
||||
|
||||
def _post_quotation_message(self, sale_order, triggered_rules):
|
||||
"""Post a chatter message summarizing the assessment."""
|
||||
self.ensure_one()
|
||||
|
||||
lines_html = ''
|
||||
for line in self.line_ids:
|
||||
icon = '⚡' if line.is_upcharge else '✅'
|
||||
lines_html += (
|
||||
f'<li>{icon} {line.product_name or line.adp_device_code} '
|
||||
f'x{line.quantity} — ${line.unit_price:.2f}</li>'
|
||||
)
|
||||
|
||||
measurements_html = ''
|
||||
if self.seat_width:
|
||||
measurements_html += (
|
||||
f'<li>Seat Width: {self.seat_width} {self.seat_width_unit}</li>')
|
||||
if self.seat_depth:
|
||||
measurements_html += (
|
||||
f'<li>Seat Depth: {self.seat_depth} {self.seat_depth_unit}</li>')
|
||||
if self.finished_seat_to_floor_height:
|
||||
measurements_html += (
|
||||
f'<li>Seat to Floor: {self.finished_seat_to_floor_height} '
|
||||
f'{self.seat_to_floor_unit}</li>')
|
||||
if self.back_cane_height:
|
||||
measurements_html += (
|
||||
f'<li>Back Cane Height: {self.back_cane_height} '
|
||||
f'{self.cane_height_unit}</li>')
|
||||
if self.finished_back_height:
|
||||
measurements_html += (
|
||||
f'<li>Finished Back Height: {self.finished_back_height} '
|
||||
f'{self.back_height_unit}</li>')
|
||||
if self.finished_leg_rest_length:
|
||||
measurements_html += (
|
||||
f'<li>Leg Rest Length: {self.finished_leg_rest_length} '
|
||||
f'{self.leg_rest_unit}</li>')
|
||||
if self.client_weight:
|
||||
measurements_html += (
|
||||
f'<li>Client Weight: {self.client_weight} {self.client_weight_unit}</li>')
|
||||
|
||||
upcharges_html = ''
|
||||
if triggered_rules:
|
||||
upcharges_html = '<h4>Auto-Applied Upcharges</h4><ul>'
|
||||
for rule in triggered_rules:
|
||||
upcharges_html += (
|
||||
f'<li>⚡ {rule.name} ({rule.adp_device_code})</li>')
|
||||
upcharges_html += '</ul>'
|
||||
|
||||
body = Markup(
|
||||
f'<h3>Wheelchair Assessment Completed</h3>'
|
||||
f'<p>Assessment: {self.reference}<br/>'
|
||||
f'Equipment: {dict(self._fields["equipment_type"].selection).get(self.equipment_type, "")}<br/>'
|
||||
f'Build Type: {dict(self._fields["build_type"].selection).get(self.build_type, "")}</p>'
|
||||
f'<h4>Measurements</h4><ul>{measurements_html}</ul>'
|
||||
f'<h4>Selected Items</h4><ul>{lines_html}</ul>'
|
||||
f'{upcharges_html}'
|
||||
)
|
||||
|
||||
sale_order.message_post(body=body, message_type='comment',
|
||||
subtype_xmlid='mail.mt_note')
|
||||
|
||||
# =========================================================================
|
||||
# ACTIONS
|
||||
# =========================================================================
|
||||
def action_mark_review(self):
|
||||
"""Mark assessment as ready for review."""
|
||||
for rec in self:
|
||||
rec.state = 'review'
|
||||
|
||||
def action_cancel(self):
|
||||
"""Cancel the assessment."""
|
||||
for rec in self:
|
||||
rec.state = 'cancelled'
|
||||
|
||||
def action_reset_draft(self):
|
||||
"""Reset to draft."""
|
||||
for rec in self:
|
||||
if rec.state == 'cancelled':
|
||||
rec.state = 'draft'
|
||||
|
||||
def action_view_quotation(self):
|
||||
"""Open the generated quotation."""
|
||||
self.ensure_one()
|
||||
if not self.sale_order_id:
|
||||
raise UserError(_('No quotation has been generated yet.'))
|
||||
return {
|
||||
'type': 'ir.actions.act_window',
|
||||
'res_model': 'sale.order',
|
||||
'res_id': self.sale_order_id.id,
|
||||
'view_mode': 'form',
|
||||
'target': 'current',
|
||||
}
|
||||
Reference in New Issue
Block a user