feat(fusion_portal): Phase 1b - Assessment Visit model + accessibility funding grouping
Adds fusion.assessment.visit: the hub that bundles a home visit's assessments and, on completion, groups its ACCESSIBILITY assessments by funding workflow (x_fc_sale_type) and creates ONE draft sale order per workflow, reusing the existing MOD/ODSP/etc. pipelines + the chatter-note pattern. ADP assessments keep one-SO-each for now (ADP multi-device grouping is Phase 2). - New model + sequence (VISIT/YYYY/NNNN) + ACL + backend list/form/menu. - visit_id added to fusion.assessment, fusion.accessibility.assessment, sale.order. - action_complete_visit() group-and-routes; MOD $15k cap + income-threshold flag surfaced (informational, no auto-enforcement). NOT YET: completion-email consolidation; ADP multi-device (Phase 2); portal add-as-you-go workspace (Phase 3). Untested locally (Enterprise knowledge dep) - to be verified on a westin-v19 clone before prod. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
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@@ -64,12 +64,14 @@ This module provides external portal access for:
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'data/portal_menu_data.xml',
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'data/ir_actions_server_data.xml',
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'data/welcome_articles.xml',
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'data/visit_data.xml',
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# Views
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'views/res_partner_views.xml',
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'views/sale_order_views.xml',
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'views/assessment_views.xml',
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'views/loaner_checkout_views.xml',
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'views/pdf_template_views.xml',
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'views/visit_views.xml',
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# Portal Templates
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'views/portal_templates.xml',
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'views/portal_assessment_express.xml',
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