This commit is contained in:
gsinghpal
2026-03-16 08:14:56 -04:00
parent fdca9518ab
commit e56974d46f
196 changed files with 19739 additions and 3471 deletions

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@@ -3,5 +3,4 @@
from . import portal_main
from . import portal_assessment
from . import pdf_editor
from . import portal_schedule
from . import portal_page11_sign

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@@ -348,13 +348,13 @@ class AssessmentPortal(CustomerPortal):
vals = {
'signature_page_11': signature_data,
'signature_page_11_name': signer_name,
'signature_page_11_date': datetime.now(),
'signature_page_11_date': fields.Datetime.now(),
}
elif signature_type == 'page_12':
vals = {
'signature_page_12': signature_data,
'signature_page_12_name': signer_name,
'signature_page_12_date': datetime.now(),
'signature_page_12_date': fields.Datetime.now(),
}
else:
return {'success': False, 'error': 'Invalid signature type'}
@@ -1018,227 +1018,6 @@ class AssessmentPortal(CustomerPortal):
('Nunavut', 'Nunavut'),
]
# =========================================================================
# LOANER PORTAL ROUTES
# =========================================================================
@http.route('/my/loaner/categories', type='jsonrpc', auth='user', website=True)
def portal_loaner_categories(self, **kw):
"""Return loaner product categories."""
parent = request.env.ref('fusion_claims.product_category_loaner', raise_if_not_found=False)
if not parent:
return []
categories = request.env['product.category'].sudo().search([
('parent_id', '=', parent.id),
], order='name')
return [{'id': c.id, 'name': c.name} for c in categories]
@http.route('/my/loaner/products', type='jsonrpc', auth='user', website=True)
def portal_loaner_products(self, **kw):
"""Return available loaner products and their serial numbers."""
domain = [('x_fc_can_be_loaned', '=', True)]
category_id = kw.get('category_id')
if category_id:
domain.append(('categ_id', '=', int(category_id)))
products = request.env['product.product'].sudo().search(domain)
loaner_location = request.env.ref('fusion_claims.stock_location_loaner', raise_if_not_found=False)
result = []
for p in products:
lots = []
if loaner_location:
quants = request.env['stock.quant'].sudo().search([
('product_id', '=', p.id),
('location_id', '=', loaner_location.id),
('quantity', '>', 0),
])
for q in quants:
if q.lot_id:
lots.append({'id': q.lot_id.id, 'name': q.lot_id.name})
result.append({
'id': p.id,
'name': p.name,
'category_id': p.categ_id.id,
'period_days': p.product_tmpl_id.x_fc_loaner_period_days or 7,
'lots': lots,
})
return result
@http.route('/my/loaner/locations', type='jsonrpc', auth='user', website=True)
def portal_loaner_locations(self, **kw):
"""Return internal stock locations for return."""
locations = request.env['stock.location'].sudo().search([
('usage', '=', 'internal'),
('company_id', '=', request.env.company.id),
])
return [{'id': loc.id, 'name': loc.complete_name} for loc in locations]
@http.route('/my/loaner/checkout', type='jsonrpc', auth='user', website=True)
def portal_loaner_checkout(self, **kw):
"""Checkout a loaner from the portal."""
partner = request.env.user.partner_id
if not partner.is_sales_rep_portal and not partner.is_authorizer:
return {'error': 'Unauthorized'}
product_id = int(kw.get('product_id', 0))
lot_id = int(kw.get('lot_id', 0)) if kw.get('lot_id') else False
sale_order_id = int(kw.get('sale_order_id', 0)) if kw.get('sale_order_id') else False
client_id = int(kw.get('client_id', 0)) if kw.get('client_id') else False
loaner_period = int(kw.get('loaner_period_days', 7))
condition = kw.get('checkout_condition', 'good')
notes = kw.get('checkout_notes', '')
if not product_id:
return {'error': 'Product is required'}
vals = {
'product_id': product_id,
'loaner_period_days': loaner_period,
'checkout_condition': condition,
'checkout_notes': notes,
'sales_rep_id': request.env.user.id,
}
if lot_id:
vals['lot_id'] = lot_id
if sale_order_id:
so = request.env['sale.order'].sudo().browse(sale_order_id)
if so.exists():
vals['sale_order_id'] = so.id
vals['partner_id'] = so.partner_id.id
vals['authorizer_id'] = so.x_fc_authorizer_id.id if so.x_fc_authorizer_id else False
vals['delivery_address'] = so.partner_shipping_id.contact_address if so.partner_shipping_id else ''
if client_id and not vals.get('partner_id'):
vals['partner_id'] = client_id
if not vals.get('partner_id'):
return {'error': 'Client is required'}
try:
checkout = request.env['fusion.loaner.checkout'].sudo().create(vals)
checkout.action_checkout()
return {
'success': True,
'checkout_id': checkout.id,
'name': checkout.name,
'message': f'Loaner {checkout.name} checked out successfully',
}
except Exception as e:
_logger.error(f"Loaner checkout error: {e}")
return {'error': str(e)}
@http.route('/my/loaner/create-product', type='jsonrpc', auth='user', website=True)
def portal_loaner_create_product(self, **kw):
"""Quick-create a loaner product with serial number from the portal."""
partner = request.env.user.partner_id
if not partner.is_sales_rep_portal and not partner.is_authorizer:
return {'error': 'Unauthorized'}
product_name = kw.get('product_name', '').strip()
serial_number = kw.get('serial_number', '').strip()
if not product_name:
return {'error': 'Product name is required'}
if not serial_number:
return {'error': 'Serial number is required'}
try:
# Use provided category or default to Loaner Equipment
category_id = kw.get('category_id')
if category_id:
category = request.env['product.category'].sudo().browse(int(category_id))
if not category.exists():
category = None
else:
category = None
if not category:
category = request.env.ref('fusion_claims.product_category_loaner', raise_if_not_found=False)
if not category:
category = request.env['product.category'].sudo().search([
('name', '=', 'Loaner Equipment'),
], limit=1)
if not category:
category = request.env['product.category'].sudo().create({
'name': 'Loaner Equipment',
})
# Create product template
product_tmpl = request.env['product.template'].sudo().create({
'name': product_name,
'type': 'consu',
'tracking': 'serial',
'categ_id': category.id,
'x_fc_can_be_loaned': True,
'x_fc_loaner_period_days': 7,
'sale_ok': False,
'purchase_ok': False,
})
product = product_tmpl.product_variant_id
# Create serial number (lot)
lot = request.env['stock.lot'].sudo().create({
'name': serial_number,
'product_id': product.id,
'company_id': request.env.company.id,
})
# Add stock in loaner location
loaner_location = request.env.ref('fusion_claims.stock_location_loaner', raise_if_not_found=False)
if loaner_location:
request.env['stock.quant'].sudo().create({
'product_id': product.id,
'location_id': loaner_location.id,
'lot_id': lot.id,
'quantity': 1,
})
return {
'success': True,
'product_id': product.id,
'product_name': product.name,
'lot_id': lot.id,
'lot_name': lot.name,
}
except Exception as e:
_logger.error(f"Loaner product creation error: {e}")
return {'error': str(e)}
@http.route('/my/loaner/return', type='jsonrpc', auth='user', website=True)
def portal_loaner_return(self, **kw):
"""Return/pickup a loaner from the portal."""
partner = request.env.user.partner_id
if not partner.is_sales_rep_portal and not partner.is_authorizer:
return {'error': 'Unauthorized'}
checkout_id = int(kw.get('checkout_id', 0))
return_condition = kw.get('return_condition', 'good')
return_notes = kw.get('return_notes', '')
return_location_id = int(kw.get('return_location_id', 0)) if kw.get('return_location_id') else None
if not checkout_id:
return {'error': 'Checkout ID is required'}
try:
checkout = request.env['fusion.loaner.checkout'].sudo().browse(checkout_id)
if not checkout.exists():
return {'error': 'Checkout not found'}
if checkout.state not in ('checked_out', 'overdue', 'rental_pending'):
return {'error': 'This loaner is not currently checked out'}
checkout.action_process_return(
return_condition=return_condition,
return_notes=return_notes,
return_location_id=return_location_id,
)
return {
'success': True,
'message': f'Loaner {checkout.name} returned successfully',
}
except Exception as e:
_logger.error(f"Loaner return error: {e}")
return {'error': str(e)}
# ==========================================================================
# PUBLIC ASSESSMENT BOOKING
# ==========================================================================

View File

@@ -14,6 +14,45 @@ _logger = logging.getLogger(__name__)
class AuthorizerPortal(CustomerPortal):
"""Portal controller for Authorizers (OTs/Therapists)"""
def _get_user_tz(self):
"""Return a pytz timezone from the best available source.
Priority: user tz > browser cookie > company calendar > UTC."""
candidates = [
request.env.user.tz,
]
try:
candidates.append(request.httprequest.cookies.get('tz'))
except Exception:
pass
try:
cal = request.env.company.resource_calendar_id
if cal:
candidates.append(cal.tz)
except Exception:
pass
for tz_name in candidates:
if tz_name:
try:
return pytz.timezone(tz_name)
except pytz.exceptions.UnknownTimeZoneError:
continue
return pytz.UTC
@http.route('/my/timezone/detect', type='jsonrpc', auth='user', website=True)
def timezone_auto_detect(self, timezone=None, **kw):
"""Auto-save browser-detected timezone to the user profile if not already set."""
if not timezone:
return {'status': 'ignored'}
user = request.env.user
if user.tz:
return {'status': 'already_set', 'tz': user.tz}
try:
pytz.timezone(timezone)
except pytz.exceptions.UnknownTimeZoneError:
return {'status': 'invalid'}
user.sudo().write({'tz': timezone})
return {'status': 'saved', 'tz': timezone}
@http.route(['/my', '/my/home'], type='http', auth='user', website=True)
def home(self, **kw):
"""Override home to add ADP posting info for Fusion users"""
@@ -111,15 +150,8 @@ class AuthorizerPortal(CustomerPortal):
except (ValueError, TypeError):
base_date = date(2026, 1, 23)
# Get user's timezone for accurate date display
user_tz = request.env.user.tz or 'UTC'
try:
tz = pytz.timezone(user_tz)
except pytz.exceptions.UnknownTimeZoneError:
tz = pytz.UTC
# Get today's date in user's timezone
from datetime import datetime
tz = self._get_user_tz()
now_utc = datetime.now(pytz.UTC)
now_local = now_utc.astimezone(tz)
today = now_local.date()
@@ -1116,14 +1148,27 @@ class AuthorizerPortal(CustomerPortal):
('check_out', '=', False),
], limit=1)
if att:
check_in_time = att.check_in.isoformat() if att.check_in else ''
check_in_time = (att.check_in.isoformat() + 'Z') if att.check_in else ''
location_name = att.x_fclk_location_id.name if att.x_fclk_location_id else ''
from datetime import datetime
tz = self._get_user_tz()
now_local = pytz.utc.localize(fields.Datetime.now()).astimezone(tz)
today_local = now_local.date()
today_start = tz.localize(datetime.combine(today_local, datetime.min.time())).astimezone(pytz.utc).replace(tzinfo=None)
today_atts = request.env['hr.attendance'].sudo().search([
('employee_id', '=', employee.id),
('check_in', '>=', today_start),
('check_out', '!=', False),
])
today_hours = sum(a.x_fclk_net_hours or 0 for a in today_atts)
return {
'clock_enabled': True,
'clock_checked_in': is_checked_in,
'clock_check_in_time': check_in_time,
'clock_location_name': location_name,
'clock_today_hours': round(today_hours, 1),
}
except Exception as e:
_logger.warning("Clock status check failed: %s", e)
@@ -1310,10 +1355,18 @@ class AuthorizerPortal(CustomerPortal):
('id', '!=', task.id),
], order='time_start', limit=1)
# Get order lines if linked to a sale order
# Get order lines from linked sale order or purchase order
order_lines = []
linked_order = False
linked_order_type = ''
if task.sale_order_id:
linked_order = task.sale_order_id
linked_order_type = 'sale'
order_lines = task.sale_order_id.order_line.filtered(lambda l: not l.display_type)
elif task.purchase_order_id:
linked_order = task.purchase_order_id
linked_order_type = 'purchase'
order_lines = task.purchase_order_id.order_line
# Get VAPID public key for push notifications
vapid_public = request.env['ir.config_parameter'].sudo().get_param(
@@ -1323,6 +1376,8 @@ class AuthorizerPortal(CustomerPortal):
values = {
'task': task,
'order_lines': order_lines,
'linked_order': linked_order,
'linked_order_type': linked_order_type,
'vapid_public_key': vapid_public,
'page_name': 'technician_task_detail',
'earlier_incomplete': earlier_incomplete,
@@ -1384,7 +1439,9 @@ class AuthorizerPortal(CustomerPortal):
safe_notes = str(escape(notes or ''))
formatted_notes = re.sub(r'\n', '<br/>', safe_notes)
timestamp = fields.Datetime.now().strftime("%b %d, %Y %I:%M %p")
tz = self._get_user_tz()
local_now = pytz.utc.localize(fields.Datetime.now()).astimezone(tz)
timestamp = local_now.strftime("%b %d, %Y %I:%M %p")
safe_user = str(escape(user.name))
safe_task = str(escape(task.name))
@@ -2077,7 +2134,7 @@ class AuthorizerPortal(CustomerPortal):
'x_fc_pod_client_name': client_name.strip(),
'x_fc_pod_signature_date': sig_date,
'x_fc_pod_signed_by_user_id': user.id,
'x_fc_pod_signed_datetime': datetime.now(),
'x_fc_pod_signed_datetime': fields.Datetime.now(),
})
# Generate the signed POD PDF

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@@ -1,327 +0,0 @@
# -*- coding: utf-8 -*-
from odoo import http, _, fields
from odoo.http import request
from odoo.addons.portal.controllers.portal import CustomerPortal
from odoo.exceptions import AccessError, ValidationError
from datetime import datetime, timedelta
import json
import logging
import pytz
_logger = logging.getLogger(__name__)
class PortalSchedule(CustomerPortal):
"""Portal controller for appointment scheduling and calendar management."""
def _get_schedule_values(self):
"""Common values for schedule pages."""
ICP = request.env['ir.config_parameter'].sudo()
g_start = ICP.get_param('fusion_claims.portal_gradient_start', '#5ba848')
g_mid = ICP.get_param('fusion_claims.portal_gradient_mid', '#3a8fb7')
g_end = ICP.get_param('fusion_claims.portal_gradient_end', '#2e7aad')
gradient = 'linear-gradient(135deg, %s 0%%, %s 60%%, %s 100%%)' % (g_start, g_mid, g_end)
google_maps_api_key = ICP.get_param('fusion_claims.google_maps_api_key', '')
return {
'portal_gradient': gradient,
'google_maps_api_key': google_maps_api_key,
}
def _get_user_timezone(self):
tz_name = request.env.user.tz or 'America/Toronto'
try:
return pytz.timezone(tz_name)
except pytz.exceptions.UnknownTimeZoneError:
return pytz.timezone('America/Toronto')
def _get_appointment_types(self):
"""Get appointment types available to the current user."""
return request.env['appointment.type'].sudo().search([
('staff_user_ids', 'in', [request.env.user.id]),
])
@http.route(['/my/schedule'], type='http', auth='user', website=True)
def schedule_page(self, **kw):
"""Schedule overview: upcoming appointments and shareable link."""
partner = request.env.user.partner_id
user = request.env.user
now = fields.Datetime.now()
upcoming_events = request.env['calendar.event'].sudo().search([
('partner_ids', 'in', [partner.id]),
('start', '>=', now),
], order='start asc', limit=20)
today_events = request.env['calendar.event'].sudo().search([
('partner_ids', 'in', [partner.id]),
('start', '>=', now.replace(hour=0, minute=0, second=0)),
('start', '<', (now + timedelta(days=1)).replace(hour=0, minute=0, second=0)),
], order='start asc')
invite = request.env['appointment.invite'].sudo().search([
('staff_user_ids', 'in', [user.id]),
], limit=1)
share_url = invite.book_url if invite else ''
appointment_types = self._get_appointment_types()
tz = self._get_user_timezone()
values = self._get_schedule_values()
values.update({
'page_name': 'schedule',
'upcoming_events': upcoming_events,
'today_events': today_events,
'share_url': share_url,
'appointment_types': appointment_types,
'user_tz': tz,
'now': now,
})
return request.render('fusion_authorizer_portal.portal_schedule_page', values)
@http.route(['/my/schedule/book'], type='http', auth='user', website=True)
def schedule_book(self, appointment_type_id=None, **kw):
"""Booking form for a new appointment."""
appointment_types = self._get_appointment_types()
if not appointment_types:
return request.redirect('/my/schedule')
if appointment_type_id:
selected_type = request.env['appointment.type'].sudo().browse(int(appointment_type_id))
if not selected_type.exists():
selected_type = appointment_types[0]
else:
selected_type = appointment_types[0]
values = self._get_schedule_values()
values.update({
'page_name': 'schedule_book',
'appointment_types': appointment_types,
'selected_type': selected_type,
'now': fields.Datetime.now(),
'error': kw.get('error'),
'success': kw.get('success'),
})
return request.render('fusion_authorizer_portal.portal_schedule_book', values)
@http.route('/my/schedule/available-slots', type='json', auth='user', website=True)
def schedule_available_slots(self, appointment_type_id, selected_date=None, **kw):
"""JSON-RPC endpoint: return available time slots for a date."""
appointment_type = request.env['appointment.type'].sudo().browse(int(appointment_type_id))
if not appointment_type.exists():
return {'error': 'Appointment type not found', 'slots': []}
user = request.env.user
tz_name = user.tz or 'America/Toronto'
tz = self._get_user_timezone()
ref_date = fields.Datetime.now()
slot_data = appointment_type._get_appointment_slots(
timezone=tz_name,
filter_users=request.env['res.users'].sudo().browse(user.id),
asked_capacity=1,
reference_date=ref_date,
)
filtered_slots = []
target_date = None
if selected_date:
try:
target_date = datetime.strptime(selected_date, '%Y-%m-%d').date()
except ValueError:
return {'error': 'Invalid date format', 'slots': []}
for month_data in slot_data:
for week in month_data.get('weeks', []):
for day_info in week:
if not day_info:
continue
day = day_info.get('day')
if target_date and day != target_date:
continue
for slot in day_info.get('slots', []):
slot_dt_str = slot.get('datetime')
if not slot_dt_str:
continue
filtered_slots.append({
'datetime': slot_dt_str,
'start_hour': slot.get('start_hour', ''),
'end_hour': slot.get('end_hour', ''),
'duration': slot.get('slot_duration', str(appointment_type.appointment_duration)),
'staff_user_id': slot.get('staff_user_id', user.id),
})
available_dates = []
if not target_date:
seen = set()
for month_data in slot_data:
for week in month_data.get('weeks', []):
for day_info in week:
if not day_info:
continue
day = day_info.get('day')
if day and day_info.get('slots') and str(day) not in seen:
seen.add(str(day))
available_dates.append(str(day))
return {
'slots': filtered_slots,
'available_dates': sorted(available_dates),
'duration': appointment_type.appointment_duration,
'timezone': tz_name,
}
@http.route('/my/schedule/week-events', type='json', auth='user', website=True)
def schedule_week_events(self, selected_date, **kw):
"""Return the user's calendar events for the Mon-Sun week containing selected_date."""
try:
target = datetime.strptime(selected_date, '%Y-%m-%d').date()
except (ValueError, TypeError):
return {'error': 'Invalid date format', 'events': [], 'week_days': []}
monday = target - timedelta(days=target.weekday())
sunday = monday + timedelta(days=6)
partner = request.env.user.partner_id
tz = self._get_user_timezone()
monday_start_local = tz.localize(datetime.combine(monday, datetime.min.time()))
sunday_end_local = tz.localize(datetime.combine(sunday, datetime.max.time()))
monday_start_utc = monday_start_local.astimezone(pytz.utc).replace(tzinfo=None)
sunday_end_utc = sunday_end_local.astimezone(pytz.utc).replace(tzinfo=None)
events = request.env['calendar.event'].sudo().search([
('partner_ids', 'in', [partner.id]),
('start', '>=', monday_start_utc),
('start', '<=', sunday_end_utc),
], order='start asc')
event_list = []
for ev in events:
start_utc = ev.start
stop_utc = ev.stop
start_local = pytz.utc.localize(start_utc).astimezone(tz)
stop_local = pytz.utc.localize(stop_utc).astimezone(tz)
event_list.append({
'name': ev.name or '',
'start': start_local.strftime('%Y-%m-%d %H:%M'),
'end': stop_local.strftime('%Y-%m-%d %H:%M'),
'start_time': start_local.strftime('%I:%M %p'),
'end_time': stop_local.strftime('%I:%M %p'),
'day_of_week': start_local.weekday(),
'date': start_local.strftime('%Y-%m-%d'),
'location': ev.location or '',
'duration': ev.duration,
})
day_labels = ['Mon', 'Tue', 'Wed', 'Thu', 'Fri', 'Sat', 'Sun']
week_days = []
for i in range(7):
day = monday + timedelta(days=i)
week_days.append({
'label': day_labels[i],
'date': day.strftime('%Y-%m-%d'),
'day_num': day.day,
'is_selected': day == target,
})
return {
'events': event_list,
'week_days': week_days,
'selected_date': selected_date,
}
@http.route('/my/schedule/book/submit', type='http', auth='user', website=True, methods=['POST'])
def schedule_book_submit(self, **post):
"""Process the booking form submission."""
appointment_type_id = int(post.get('appointment_type_id', 0))
appointment_type = request.env['appointment.type'].sudo().browse(appointment_type_id)
if not appointment_type.exists():
return request.redirect('/my/schedule/book?error=Invalid+appointment+type')
client_name = (post.get('client_name') or '').strip()
client_street = (post.get('client_street') or '').strip()
client_city = (post.get('client_city') or '').strip()
client_province = (post.get('client_province') or '').strip()
client_postal = (post.get('client_postal') or '').strip()
notes = (post.get('notes') or '').strip()
slot_datetime = (post.get('slot_datetime') or '').strip()
slot_duration = post.get('slot_duration', str(appointment_type.appointment_duration))
if not client_name or not slot_datetime:
return request.redirect('/my/schedule/book?error=Client+name+and+time+slot+are+required')
user = request.env.user
tz = self._get_user_timezone()
try:
start_dt_naive = datetime.strptime(slot_datetime, '%Y-%m-%d %H:%M:%S')
start_dt_local = tz.localize(start_dt_naive)
start_dt_utc = start_dt_local.astimezone(pytz.utc).replace(tzinfo=None)
except (ValueError, Exception) as e:
_logger.error("Failed to parse slot datetime %s: %s", slot_datetime, e)
return request.redirect('/my/schedule/book?error=Invalid+time+slot')
duration = float(slot_duration)
stop_dt_utc = start_dt_utc + timedelta(hours=duration)
is_valid = appointment_type._check_appointment_is_valid_slot(
staff_user=user,
resources=request.env['appointment.resource'],
asked_capacity=1,
timezone=str(tz),
start_dt=start_dt_utc,
duration=duration,
allday=False,
)
if not is_valid:
return request.redirect('/my/schedule/book?error=This+slot+is+no+longer+available.+Please+choose+another+time.')
address_parts = [p for p in [client_street, client_city, client_province, client_postal] if p]
location = ', '.join(address_parts)
description_lines = []
if client_name:
description_lines.append(f"Client: {client_name}")
if location:
description_lines.append(f"Address: {location}")
if notes:
description_lines.append(f"Notes: {notes}")
description = '\n'.join(description_lines)
event_name = f"{client_name} - {appointment_type.name}"
booking_line_values = [{
'appointment_user_id': user.id,
'capacity_reserved': 1,
'capacity_used': 1,
}]
try:
event_vals = appointment_type._prepare_calendar_event_values(
asked_capacity=1,
booking_line_values=booking_line_values,
description=description,
duration=duration,
allday=False,
appointment_invite=request.env['appointment.invite'],
guests=request.env['res.partner'],
name=event_name,
customer=user.partner_id,
staff_user=user,
start=start_dt_utc,
stop=stop_dt_utc,
)
event_vals['location'] = location
event = request.env['calendar.event'].sudo().create(event_vals)
_logger.info(
"Appointment booked: %s at %s (event ID: %s)",
event_name, start_dt_utc, event.id,
)
except Exception as e:
_logger.error("Failed to create appointment: %s", e)
return request.redirect('/my/schedule/book?error=Failed+to+create+appointment.+Please+try+again.')
return request.redirect('/my/schedule?success=Appointment+booked+successfully')