diff --git a/fusion_claims/__manifest__.py b/fusion_claims/__manifest__.py
index 02428851..f2c5d3c3 100644
--- a/fusion_claims/__manifest__.py
+++ b/fusion_claims/__manifest__.py
@@ -5,7 +5,7 @@
{
'name': 'Fusion Claims',
- 'version': '19.0.8.0.3',
+ 'version': '19.0.8.0.4',
'category': 'Sales',
'summary': 'Complete ADP Claims Management with Dashboard, Sales Integration, Billing Automation, and Two-Stage Verification.',
'description': """
diff --git a/fusion_claims/models/sale_order.py b/fusion_claims/models/sale_order.py
index f1668069..2280135e 100644
--- a/fusion_claims/models/sale_order.py
+++ b/fusion_claims/models/sale_order.py
@@ -426,13 +426,13 @@ class SaleOrder(models.Model):
('assessment_completed', 'Assessment Done'),
('processing_drawings', 'Processing Drawing'),
('quote_submitted', 'Quote Sent'),
+ ('handoff_to_client', 'Handed Off (Client/Authorizer Submitting)'),
('awaiting_funding', 'Awaiting Funding'),
('funding_approved', 'Approved'),
('funding_denied', 'Denied'),
('contract_received', 'PCA Received'),
('in_production', 'In Production'),
('project_complete', 'Complete'),
- ('handoff_to_client', 'Handed Off (Client/Authorizer Submitting)'),
('pod_submitted', 'POD Sent'),
('case_closed', 'Closed'),
('on_hold', 'On Hold'),
@@ -442,9 +442,10 @@ class SaleOrder(models.Model):
default='need_to_schedule',
tracking=True,
group_expand='_expand_mod_statuses',
- help='March of Dimes case workflow status. handoff_to_client means we '
- 'have given the proposal+quote+drawing to the client or authorizer '
- 'and are waiting for them to submit the application to MOD.',
+ help='March of Dimes case workflow status. handoff_to_client sits '
+ 'parallel to quote_submitted: both lead to awaiting_funding but '
+ 'handoff_to_client means we have given the proposal+quote+drawing '
+ 'to the client or authorizer and are waiting for them to submit.',
)
@api.model
@@ -454,9 +455,9 @@ class SaleOrder(models.Model):
cancelled) only appear when records exist in them."""
main = [
'need_to_schedule', 'assessment_scheduled', 'assessment_completed',
- 'processing_drawings', 'quote_submitted', 'awaiting_funding',
- 'funding_approved', 'contract_received', 'in_production',
- 'project_complete', 'pod_submitted', 'case_closed',
+ 'processing_drawings', 'quote_submitted', 'handoff_to_client',
+ 'awaiting_funding', 'funding_approved', 'contract_received',
+ 'in_production', 'project_complete', 'pod_submitted', 'case_closed',
]
result = list(main)
for s in (states or []):
diff --git a/fusion_claims/views/sale_order_views.xml b/fusion_claims/views/sale_order_views.xml
index 48383df2..5b48571e 100644
--- a/fusion_claims/views/sale_order_views.xml
+++ b/fusion_claims/views/sale_order_views.xml
@@ -1479,7 +1479,7 @@