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feat(fusion_portal): Phase 1b - Assessment Visit model + accessibility funding grouping

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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>
This commit is contained in:
gsinghpal
2026-06-02 02:00:53 -04:00
parent e36aaab306
commit b17bd615bf
9 changed files with 393 additions and 2 deletions
Download Patch File Download Diff File Expand all files Collapse all files

2
fusion_portal/security/ir.model.access.csv
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@@ -7,6 +7,8 @@ access_fusion_assessment_user,fusion.assessment.user,model_fusion_assessment,bas
access_fusion_assessment_portal,fusion.assessment.portal,model_fusion_assessment,base.group_portal,1,1,1,0
access_fusion_accessibility_assessment_user,fusion.accessibility.assessment.user,model_fusion_accessibility_assessment,base.group_user,1,1,1,1
access_fusion_accessibility_assessment_portal,fusion.accessibility.assessment.portal,model_fusion_accessibility_assessment,base.group_portal,1,1,1,0
access_fusion_assessment_visit_user,fusion.assessment.visit.user,model_fusion_assessment_visit,base.group_user,1,1,1,1
access_fusion_assessment_visit_portal,fusion.assessment.visit.portal,model_fusion_assessment_visit,base.group_portal,1,1,1,0
access_fusion_pdf_template_user,fusion.pdf.template.user,model_fusion_pdf_template,base.group_user,1,1,1,1
access_fusion_pdf_template_preview_user,fusion.pdf.template.preview.user,model_fusion_pdf_template_preview,base.group_user,1,1,1,1
access_fusion_pdf_template_field_user,fusion.pdf.template.field.user,model_fusion_pdf_template_field,base.group_user,1,1,1,1
1 id name model_id:id group_id:id perm_read perm_write perm_create perm_unlink
7 access_fusion_assessment_portal fusion.assessment.portal model_fusion_assessment base.group_portal 1 1 1 0
8 access_fusion_accessibility_assessment_user fusion.accessibility.assessment.user model_fusion_accessibility_assessment base.group_user 1 1 1 1
9 access_fusion_accessibility_assessment_portal fusion.accessibility.assessment.portal model_fusion_accessibility_assessment base.group_portal 1 1 1 0
10 access_fusion_assessment_visit_user fusion.assessment.visit.user model_fusion_assessment_visit base.group_user 1 1 1 1
11 access_fusion_assessment_visit_portal fusion.assessment.visit.portal model_fusion_assessment_visit base.group_portal 1 1 1 0
12 access_fusion_pdf_template_user fusion.pdf.template.user model_fusion_pdf_template base.group_user 1 1 1 1
13 access_fusion_pdf_template_preview_user fusion.pdf.template.preview.user model_fusion_pdf_template_preview base.group_user 1 1 1 1
14 access_fusion_pdf_template_field_user fusion.pdf.template.field.user model_fusion_pdf_template_field base.group_user 1 1 1 1