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 @@