This commit is contained in:
gsinghpal
2026-04-17 17:31:12 -04:00
parent e07002d550
commit b09538b4e2
26 changed files with 1996 additions and 173 deletions

View File

@@ -1385,12 +1385,12 @@
confirm="Reopen this cancelled application at the Quotation stage?"
help="Return a cancelled application to Quotation"/>
<button name="action_adp_reopen_expired" type="object"
string="Reopen" class="btn-info"
icon="fa-refresh"
invisible="not x_fc_is_adp_sale or x_fc_adp_application_status != 'expired'"
confirm="Reopen this expired application at the Quotation stage?"
help="Return an expired application to Quotation"/>
<button name="action_adp_duplicate_for_reassessment" type="object"
string="Create Reassessment Order" class="btn-primary"
icon="fa-copy"
invisible="not x_fc_is_adp_sale or x_fc_adp_application_status not in ('expired', 'cancelled')"
confirm="Create a new sale order for reassessment? The old order stays as a historical record. The authorizer will need to complete a new assessment before resubmission."
help="Create a new order linked to this one so the authorizer can reassess the client's needs"/>
<button name="action_adp_resubmit_from_denied" type="object"
string="Resubmit" class="btn-primary"
@@ -1604,11 +1604,11 @@
icon="fa-refresh"
invisible="x_fc_adp_application_status != 'cancelled'"
confirm="Reopen this cancelled application at the Quotation stage?"/>
<button name="action_adp_reopen_expired" type="object"
string="Reopen" class="btn-info btn-sm me-1"
icon="fa-refresh"
invisible="x_fc_adp_application_status != 'expired'"
confirm="Reopen this expired application at the Quotation stage?"/>
<button name="action_adp_duplicate_for_reassessment" type="object"
string="Create Reassessment Order" class="btn-primary btn-sm me-1"
icon="fa-copy"
invisible="x_fc_adp_application_status not in ('expired', 'cancelled')"
confirm="Create a new sale order for reassessment? The authorizer will need to complete a new assessment before resubmission."/>
<button name="action_adp_resubmit_from_denied" type="object"
string="Resubmit" class="btn-primary btn-sm me-1"
icon="fa-repeat"
@@ -2635,10 +2635,134 @@
context="{'group_by': 'x_fc_adp_application_status'}"/>
<filter string="Client Type" name="group_client_type"
context="{'group_by': 'x_fc_client_type'}"/>
<filter string="Authorizer" name="group_authorizer"
<filter string="Authorizer" name="group_authorizer"
context="{'group_by': 'x_fc_authorizer_id'}"/>
</xpath>
</field>
</record>
<!-- ===================================================================== -->
<!-- SALE ORDER FORM: WSIB / Insurance / MDC / Hardship Case Details -->
<!-- ===================================================================== -->
<record id="view_order_form_fusion_claims_funder_workflows" model="ir.ui.view">
<field name="name">sale.order.form.fusion.claims.funder.workflows</field>
<field name="model">sale.order</field>
<field name="inherit_id" ref="sale.view_order_form"/>
<field name="priority">48</field>
<field name="arch" type="xml">
<xpath expr="//group[@name='sale_header']" position="after">
<field name="x_fc_show_wsib_fields" invisible="1"/>
<field name="x_fc_show_insurance_fields" invisible="1"/>
<field name="x_fc_show_mdc_fields" invisible="1"/>
<field name="x_fc_show_hardship_fields" invisible="1"/>
<field name="x_fc_is_wsib_sale" invisible="1"/>
<field name="x_fc_is_insurance_sale" invisible="1"/>
<field name="x_fc_is_mdc_sale" invisible="1"/>
<field name="x_fc_is_hardship_sale" invisible="1"/>
<!-- ================== WSIB ================== -->
<group name="wsib_case_details" string="WSIB Case"
invisible="not x_fc_show_wsib_fields">
<group>
<field name="x_fc_wsib_status" string="Status"
required="x_fc_sale_type == 'wsib'"/>
<field name="x_fc_wsib_claim_number"/>
<field name="x_fc_wsib_adjudicator_name"/>
</group>
<group>
<field name="x_fc_wsib_form_7_date"/>
<field name="x_fc_wsib_approval_date"
invisible="x_fc_wsib_status in ('quotation', 'assessment_scheduled', 'assessment_completed', 'documents_ready', 'submitted_to_wsib')"/>
<field name="x_fc_wsib_approval_letter"
filename="x_fc_wsib_approval_letter_filename"
invisible="x_fc_wsib_status in ('quotation', 'assessment_scheduled', 'assessment_completed', 'documents_ready', 'submitted_to_wsib')"/>
<field name="x_fc_wsib_approval_letter_filename" invisible="1"/>
</group>
</group>
<!-- ================== INSURANCE ================== -->
<group name="insurance_case_details" string="Insurance Case"
invisible="not x_fc_show_insurance_fields">
<group>
<field name="x_fc_insurance_status" string="Status"
required="x_fc_sale_type == 'insurance'"/>
<field name="x_fc_insurance_submission_mode"/>
<field name="x_fc_insurance_company_id"/>
<field name="x_fc_insurance_letter_source"/>
<field name="x_fc_insurance_home_assessment_required"/>
</group>
<group>
<field name="x_fc_insurance_policy_number"/>
<field name="x_fc_insurance_claim_number"/>
<field name="x_fc_insurance_pre_auth_amount"
invisible="x_fc_insurance_submission_mode != 'direct_bill'"/>
<field name="x_fc_insurance_pre_auth_expiry"
invisible="x_fc_insurance_submission_mode != 'direct_bill'"/>
<field name="x_fc_insurance_approval_letter"
filename="x_fc_insurance_approval_letter_filename"
invisible="x_fc_insurance_status in ('quotation', 'home_assessment_scheduled', 'home_assessment_completed', 'documents_ready', 'submitted_by_client', 'pre_auth_submitted')"/>
<field name="x_fc_insurance_approval_letter_filename" invisible="1"/>
</group>
</group>
<!-- ================== MDC ================== -->
<group name="mdc_case_details" string="Muscular Dystrophy Case"
invisible="not x_fc_show_mdc_fields">
<group>
<field name="x_fc_mdc_status" string="Status"
required="x_fc_sale_type == 'muscular_dystrophy'"/>
<field name="x_fc_mdc_client_id_number"/>
<field name="x_fc_mdc_enrollment_verified"/>
<field name="x_fc_mdc_enrollment_verified_date"
invisible="not x_fc_mdc_enrollment_verified"/>
<field name="x_fc_mdc_letter_source"/>
<field name="x_fc_mdc_submitted_by"/>
</group>
<group>
<field name="x_fc_mdc_po_number"
invisible="x_fc_mdc_status in ('quotation', 'awaiting_ot_letter', 'documents_ready', 'submitted_to_mdc')"/>
<field name="x_fc_mdc_po_date"
invisible="x_fc_mdc_status in ('quotation', 'awaiting_ot_letter', 'documents_ready', 'submitted_to_mdc')"/>
<field name="x_fc_mdc_po_amount"
invisible="x_fc_mdc_status in ('quotation', 'awaiting_ot_letter', 'documents_ready', 'submitted_to_mdc')"/>
<field name="x_fc_mdc_payment_due_date" readonly="1"
invisible="not x_fc_mdc_po_date"/>
<field name="x_fc_mdc_po_document"
filename="x_fc_mdc_po_document_filename"
invisible="x_fc_mdc_status in ('quotation', 'awaiting_ot_letter', 'documents_ready', 'submitted_to_mdc')"/>
<field name="x_fc_mdc_po_document_filename" invisible="1"/>
</group>
</group>
<!-- ================== HARDSHIP ================== -->
<group name="hardship_case_details" string="Hardship Funding Case"
invisible="not x_fc_show_hardship_fields">
<group>
<field name="x_fc_hardship_status" string="Status"
required="x_fc_sale_type == 'hardship'"/>
<field name="x_fc_hardship_funder_id"/>
<field name="x_fc_hardship_submitted_by"/>
<field name="x_fc_hardship_pre_assessment_source"/>
</group>
<group>
<field name="x_fc_hardship_interview_date"
invisible="x_fc_hardship_status in ('quotation', 'awaiting_pre_assessment', 'pre_assessment_complete', 'application_package_ready', 'submitted_to_hf')"/>
<field name="x_fc_hardship_approval_date"
invisible="x_fc_hardship_status in ('quotation', 'awaiting_pre_assessment', 'pre_assessment_complete', 'application_package_ready', 'submitted_to_hf', 'eligibility_interview')"/>
<field name="x_fc_hardship_approval_received_via"
invisible="x_fc_hardship_status in ('quotation', 'awaiting_pre_assessment', 'pre_assessment_complete', 'application_package_ready', 'submitted_to_hf', 'eligibility_interview')"/>
<field name="x_fc_hardship_approval_amount"
invisible="x_fc_hardship_status in ('quotation', 'awaiting_pre_assessment', 'pre_assessment_complete', 'application_package_ready', 'submitted_to_hf', 'eligibility_interview')"/>
<field name="x_fc_hardship_client_portion"
invisible="x_fc_hardship_status in ('quotation', 'awaiting_pre_assessment', 'pre_assessment_complete', 'application_package_ready', 'submitted_to_hf', 'eligibility_interview')"/>
<field name="x_fc_hardship_approval_letter"
filename="x_fc_hardship_approval_letter_filename"
invisible="x_fc_hardship_status in ('quotation', 'awaiting_pre_assessment', 'pre_assessment_complete', 'application_package_ready', 'submitted_to_hf', 'eligibility_interview')"/>
<field name="x_fc_hardship_approval_letter_filename" invisible="1"/>
</group>
</group>
</xpath>
</field>
</record>
</odoo>