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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fusion_portal/data/visit_data.xml
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fusion_portal/data/visit_data.xml
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<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<data noupdate="1">
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<!-- Reference sequence for assessment visits (VISIT/2026/0001) -->
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<record id="seq_fusion_assessment_visit" model="ir.sequence">
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<field name="name">Assessment Visit</field>
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<field name="code">fusion.assessment.visit</field>
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<field name="prefix">VISIT/%(year)s/</field>
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<field name="padding">4</field>
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<field name="company_id" eval="False"/>
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</record>
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</data>
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</odoo>
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