Blocked bill email: {subject}
' - f'From: {email_from}
', - message_type='comment', - subtype_xmlid='mail.mt_note', - ) - except Exception as e: - _logger.warning("Failed to post blocked email to partner chatter: %s", e) - - # Don't create a bill -- just let fetchmail mark the email as handled - # by raising a controlled exception that fetchmail catches gracefully - _logger.info("Skipping bill creation for blocked vendor %s", partner.name) - raise ValueError( - f"Fusion Accounts: Bill creation blocked for vendor '{partner.name}'. " - f"Email from {email_from} logged to activity log." - ) - - # Not blocked -- create the bill - custom_values = custom_values or {} - custom_values['move_type'] = 'in_invoice' - if partner: - custom_values['partner_id'] = partner.id - - # Create the bill via standard Odoo mechanism - try: - move = super().message_new(msg_dict, custom_values=custom_values) - # Write FA fields after creation (Odoo may strip unknown fields from custom_values) - move.sudo().write({ - 'x_fa_created_from_email': True, - 'x_fa_match_level': match_level, - 'x_fa_original_sender': email_from, - }) - except Exception as e: - _logger.error("Failed to create bill from email: %s", e) - self.env['fusion.accounts.log'].sudo().create({ - 'email_from': email_from, - 'email_subject': subject, - 'email_date': msg_dict.get('date'), - 'vendor_id': partner.id if partner else False, - 'match_level': match_level, - 'action_taken': 'failed', - 'notes': str(e), - }) - raise - - # Run AI extraction using attachments from msg_dict - # (ir.attachment records don't exist yet at this point - they're created by message_post later) - ai_extracted = False - ai_result = '' - try: - ICP = self.env['ir.config_parameter'].sudo() - ai_enabled = ICP.get_param('fusion_accounts.ai_enabled', 'True') == 'True' - - if ai_enabled: - extractor = self.env['fusion.accounts.ai.extractor'] - email_body = msg_dict.get('body', '') - - raw_attachments = msg_dict.get('attachments', []) - extracted_data = extractor.extract_bill_data_from_raw( - email_body, raw_attachments - ) - if extracted_data: - extractor.apply_extracted_data(move, extracted_data) - ai_extracted = True - ai_result = str(extracted_data) - move.sudo().write({'x_fa_ai_extracted': True}) - - except Exception as e: - _logger.warning("AI extraction failed for bill %s: %s", move.id, e) - ai_result = f'Error: {e}' - - # Log the successful creation - self.env['fusion.accounts.log'].sudo().create({ - 'email_from': email_from, - 'email_subject': subject, - 'email_date': msg_dict.get('date'), - 'vendor_id': partner.id if partner else False, - 'match_level': match_level, - 'action_taken': 'bill_created', - 'bill_id': move.id, - 'ai_extracted': ai_extracted, - 'ai_result': ai_result, - }) - - _logger.info("Fusion Accounts: Created bill %s from email (vendor=%s, match=%s, ai=%s)", - move.name, partner.name if partner else 'None', match_level, ai_extracted) - - return move diff --git a/fusion_accounts/fusion_accounts/models/ai_bill_extractor.py b/fusion_accounts/fusion_accounts/models/ai_bill_extractor.py deleted file mode 100644 index ee547c0..0000000 --- a/fusion_accounts/fusion_accounts/models/ai_bill_extractor.py +++ /dev/null @@ -1,614 +0,0 @@ -# -*- coding: utf-8 -*- -# Copyright 2026 Nexa Systems Inc. -# License OPL-1 (Odoo Proprietary License v1.0) - -import base64 -import json -import logging -import re - -from odoo import models - -_logger = logging.getLogger(__name__) - -EXTRACTION_PROMPT = """You are an accounts payable assistant. Extract billing information from the attached invoice/bill document and email. - -IMPORTANT RULES: -- The PDF attachment is the PRIMARY source of truth. Always prefer data from the PDF over the email body. -- "vendor_name" = the company that ISSUED the invoice/bill (the seller/supplier name on the document), NOT the email sender. -- "invoice_number" = the Invoice Number, Bill Number, Reference Number, or Sales Order Number printed on the document. -- "invoice_date" = the date the invoice was issued (not the email date). -- "due_date" = the payment due date on the invoice. -- For line items, extract each product/service line with description, quantity, unit price, and line total. - -Return ONLY valid JSON with this exact structure (use null for missing values): -{ - "vendor_name": "string - the company name that issued the bill", - "invoice_number": "string - invoice/bill/reference number", - "invoice_date": "YYYY-MM-DD", - "due_date": "YYYY-MM-DD", - "currency": "CAD or USD", - "subtotal": 0.00, - "tax_amount": 0.00, - "total_amount": 0.00, - "po_reference": "string or null - any PO reference on the document", - "lines": [ - { - "description": "string", - "quantity": 1.0, - "unit_price": 0.00, - "amount": 0.00 - } - ] -} - -If you cannot determine a value, use null. For lines, include as many as you can find. -Do NOT include any text outside the JSON object.""" - - -class AIBillExtractor(models.AbstractModel): - _name = 'fusion.accounts.ai.extractor' - _description = 'AI Bill Data Extractor' - - def _get_api_key(self): - """Get the OpenAI API key from settings.""" - return self.env['ir.config_parameter'].sudo().get_param( - 'fusion_accounts.openai_api_key', '' - ) - - def _get_ai_model(self): - """Get the configured AI model.""" - return self.env['ir.config_parameter'].sudo().get_param( - 'fusion_accounts.ai_model', 'gpt-4o-mini' - ) - - def _get_max_pages(self): - """Get the max PDF pages to process.""" - try: - return int(self.env['ir.config_parameter'].sudo().get_param( - 'fusion_accounts.ai_max_pages', '2' - )) - except (ValueError, TypeError): - return 2 - - def _is_ai_enabled(self): - """Check if AI extraction is enabled.""" - return self.env['ir.config_parameter'].sudo().get_param( - 'fusion_accounts.ai_enabled', 'True' - ) == 'True' - - def extract_bill_data_from_raw(self, email_body, raw_attachments=None): - """Extract bill data using raw attachments from msg_dict. - - Raw attachments come as a list that can contain: - - tuples: (filename, content_bytes, info_dict) - - ir.attachment records (if already created) - - Args: - email_body: HTML email body - raw_attachments: list from msg_dict['attachments'] - - Returns: - dict with extracted data, or empty dict on failure - """ - if not self._is_ai_enabled(): - _logger.info("AI extraction is disabled") - return {} - - api_key = self._get_api_key() - if not api_key: - _logger.warning("No OpenAI API key configured") - return {} - - try: - import requests as req_lib - except ImportError: - _logger.error("requests library not available") - return {} - - clean_body = self._strip_html(email_body or '') - content_parts = [] - has_pdf_content = False - - # Process raw attachments from msg_dict - if raw_attachments: - for att in raw_attachments[:3]: - fname = '' - content = None - - if hasattr(att, 'datas'): - # ir.attachment record - fname = att.name or '' - content = base64.b64decode(att.datas) if att.datas else None - mimetype = att.mimetype or '' - elif hasattr(att, 'fname') and hasattr(att, 'content'): - # Odoo Attachment namedtuple (fname, content, info) - fname = att.fname or '' - content = att.content if isinstance(att.content, bytes) else None - mimetype = getattr(att, 'info', {}).get('content_type', '') if hasattr(att, 'info') and att.info else '' - elif isinstance(att, (tuple, list)) and len(att) >= 2: - # (filename, content_bytes, ...) tuple - fname = att[0] or '' - content = att[1] if isinstance(att[1], bytes) else None - mimetype = '' - else: - continue - - # Determine mimetype from filename if not set - if not mimetype: - if fname.lower().endswith('.pdf'): - mimetype = 'application/pdf' - elif fname.lower().endswith(('.png', '.jpg', '.jpeg')): - mimetype = 'image/' + fname.rsplit('.', 1)[-1].lower() - - if not content: - continue - - _logger.info("Processing attachment: %s (%d bytes)", fname, len(content)) - - if fname.lower().endswith('.pdf') or mimetype == 'application/pdf': - # Convert PDF to images - pdf_images = self._pdf_bytes_to_images(content) - if pdf_images: - has_pdf_content = True - for img_data in pdf_images: - content_parts.append({ - "type": "image_url", - "image_url": { - "url": f"data:image/png;base64,{img_data}", - "detail": "high", - } - }) - else: - # Fallback: text extraction - pdf_text = self._pdf_bytes_to_text(content) - if pdf_text: - has_pdf_content = True - content_parts.append({ - "type": "text", - "text": f"INVOICE/BILL DOCUMENT:\n{pdf_text[:8000]}" - }) - elif mimetype.startswith('image/'): - has_pdf_content = True - img_b64 = base64.b64encode(content).decode() - content_parts.append({ - "type": "image_url", - "image_url": { - "url": f"data:{mimetype};base64,{img_b64}", - "detail": "high", - } - }) - - # Email body as secondary context - if clean_body and not has_pdf_content: - content_parts.append({ - "type": "text", - "text": f"EMAIL BODY (no invoice attachment):\n{clean_body[:5000]}" - }) - elif clean_body and has_pdf_content: - content_parts.append({ - "type": "text", - "text": f"ADDITIONAL CONTEXT FROM EMAIL:\n{clean_body[:2000]}" - }) - - if not content_parts: - _logger.info("No content to extract from") - return {} - - # Call OpenAI API - model = self._get_ai_model() - messages = [ - {"role": "system", "content": EXTRACTION_PROMPT}, - {"role": "user", "content": content_parts}, - ] - - try: - response = req_lib.post( - 'https://api.openai.com/v1/chat/completions', - headers={ - 'Authorization': f'Bearer {api_key}', - 'Content-Type': 'application/json', - }, - json={ - 'model': model, - 'messages': messages, - 'max_tokens': 2000, - 'temperature': 0.1, - }, - timeout=60, - ) - response.raise_for_status() - result = response.json() - content = result['choices'][0]['message']['content'] - - content = content.strip() - if content.startswith('```'): - lines = content.split('\n') - content = '\n'.join(lines[1:-1] if lines[-1].strip() == '```' else lines[1:]) - content = content.strip() - - if not content: - _logger.warning("AI returned empty response") - return {} - - extracted = json.loads(content) - _logger.info("AI extraction successful: %s", json.dumps(extracted, indent=2)[:500]) - return extracted - - except Exception as e: - _logger.error("AI extraction failed: %s", e) - return {} - - def _pdf_bytes_to_images(self, pdf_bytes): - """Convert raw PDF bytes to base64 PNG images.""" - max_pages = self._get_max_pages() - images = [] - try: - import fitz - doc = fitz.open(stream=pdf_bytes, filetype="pdf") - for page_num in range(min(len(doc), max_pages)): - page = doc[page_num] - pix = page.get_pixmap(matrix=fitz.Matrix(2, 2)) - img_data = base64.b64encode(pix.tobytes("png")).decode() - images.append(img_data) - _logger.info("Converted PDF page %d to image (%d bytes)", page_num + 1, len(img_data)) - doc.close() - except ImportError: - _logger.warning("PyMuPDF not available") - except Exception as e: - _logger.warning("PDF to image failed: %s", e) - return images - - def _pdf_bytes_to_text(self, pdf_bytes): - """Extract text from raw PDF bytes.""" - max_pages = self._get_max_pages() - try: - import fitz - doc = fitz.open(stream=pdf_bytes, filetype="pdf") - parts = [] - for page_num in range(min(len(doc), max_pages)): - parts.append(doc[page_num].get_text()) - doc.close() - return '\n'.join(parts) - except Exception: - return '' - - def extract_bill_data(self, email_body, attachments=None): - """Extract bill data from email body and attachments using OpenAI. - - Args: - email_body: Plain text or HTML email body - attachments: List of ir.attachment records - - Returns: - dict with extracted data, or empty dict on failure - """ - if not self._is_ai_enabled(): - _logger.info("AI extraction is disabled") - return {} - - api_key = self._get_api_key() - if not api_key: - _logger.warning("No OpenAI API key configured for Fusion Accounts") - return {} - - try: - import requests - except ImportError: - _logger.error("requests library not available") - return {} - - # Clean HTML from email body - clean_body = self._strip_html(email_body or '') - - # Build messages for OpenAI - messages = [ - {"role": "system", "content": EXTRACTION_PROMPT}, - ] - - # Build content -- PDF attachments FIRST (primary source), email body second - content_parts = [] - has_pdf_content = False - - # Add PDF/image attachments first (these are the invoice documents) - if attachments: - for attachment in attachments[:3]: # Max 3 attachments - if attachment.mimetype == 'application/pdf': - # Try image conversion first (best for AI vision) - pdf_images = self._pdf_to_images(attachment) - if pdf_images: - has_pdf_content = True - for img_data in pdf_images: - content_parts.append({ - "type": "image_url", - "image_url": { - "url": f"data:image/png;base64,{img_data}", - "detail": "high", - } - }) - else: - # Fallback: extract text from PDF - pdf_text = self._pdf_to_text(attachment) - if pdf_text: - has_pdf_content = True - content_parts.append({ - "type": "text", - "text": f"INVOICE/BILL DOCUMENT:\n{pdf_text[:8000]}" - }) - elif attachment.mimetype in ('image/png', 'image/jpeg', 'image/jpg'): - has_pdf_content = True - img_b64 = base64.b64encode(base64.b64decode(attachment.datas)).decode() - content_parts.append({ - "type": "image_url", - "image_url": { - "url": f"data:{attachment.mimetype};base64,{img_b64}", - "detail": "high", - } - }) - - # Add email body as secondary context (only if no PDF content found) - if clean_body and not has_pdf_content: - content_parts.append({ - "type": "text", - "text": f"EMAIL BODY (no invoice attachment found):\n{clean_body[:5000]}" - }) - elif clean_body and has_pdf_content: - content_parts.append({ - "type": "text", - "text": f"ADDITIONAL CONTEXT FROM EMAIL:\n{clean_body[:2000]}" - }) - - if not content_parts: - _logger.info("No content to extract from") - return {} - - messages.append({"role": "user", "content": content_parts}) - - # Call OpenAI API - model = self._get_ai_model() - try: - response = requests.post( - 'https://api.openai.com/v1/chat/completions', - headers={ - 'Authorization': f'Bearer {api_key}', - 'Content-Type': 'application/json', - }, - json={ - 'model': model, - 'messages': messages, - 'max_tokens': 2000, - 'temperature': 0.1, - }, - timeout=60, - ) - response.raise_for_status() - result = response.json() - content = result['choices'][0]['message']['content'] - - # Parse JSON from response -- handle markdown code fences - content = content.strip() - if content.startswith('```'): - # Remove ```json ... ``` wrapper - lines = content.split('\n') - content = '\n'.join(lines[1:-1] if lines[-1].strip() == '```' else lines[1:]) - content = content.strip() - - if not content: - _logger.warning("AI returned empty response") - return {} - - extracted = json.loads(content) - _logger.info("AI extraction successful: %s", json.dumps(extracted, indent=2)[:500]) - return extracted - - except requests.exceptions.RequestException as e: - _logger.error("OpenAI API request failed: %s", e) - return {} - except (json.JSONDecodeError, KeyError, IndexError) as e: - _logger.warning("Failed to parse AI response: %s (content: %s)", e, content[:200] if content else 'empty') - return {} - - def apply_extracted_data(self, move, extracted_data): - """Apply AI-extracted data to a draft vendor bill. - - The PDF/invoice is the source of truth for: - - Vendor name (matched to Odoo contact) - - Invoice/bill number (ref) - - Invoice date, due date - - Line items - - Args: - move: account.move record (draft vendor bill) - extracted_data: dict from extract_bill_data() - """ - if not extracted_data: - return - - vals = {} - - # --- Vendor matching from AI-extracted vendor name --- - # This overrides the email sender match because the PDF - # shows the actual billing company (e.g., "Canada Computers Inc.") - ai_vendor_name = extracted_data.get('vendor_name') - if ai_vendor_name: - partner = self._match_vendor_by_name(ai_vendor_name) - if partner: - vals['partner_id'] = partner.id - _logger.info("AI vendor match: '%s' -> %s (id=%d)", - ai_vendor_name, partner.name, partner.id) - - # Invoice reference (vendor's invoice/bill/SO number) - if extracted_data.get('invoice_number'): - vals['ref'] = extracted_data['invoice_number'] - - # Invoice date - if extracted_data.get('invoice_date'): - try: - from datetime import datetime - vals['invoice_date'] = datetime.strptime( - extracted_data['invoice_date'], '%Y-%m-%d' - ).date() - except (ValueError, TypeError): - pass - - # Due date - if extracted_data.get('due_date'): - try: - from datetime import datetime - vals['invoice_date_due'] = datetime.strptime( - extracted_data['due_date'], '%Y-%m-%d' - ).date() - except (ValueError, TypeError): - pass - - if vals: - try: - move.write(vals) - _logger.info("Applied AI data to bill %s: %s", move.id, vals) - except Exception as e: - _logger.error("Failed to apply AI data to bill %s: %s", move.id, e) - - # Add invoice lines if extracted - lines = extracted_data.get('lines', []) - if lines and not move.invoice_line_ids: - line_vals_list = [] - for line in lines[:20]: # Max 20 lines - line_vals = { - 'move_id': move.id, - 'name': line.get('description', 'Extracted line'), - 'quantity': line.get('quantity', 1.0), - 'price_unit': line.get('unit_price', 0.0), - } - line_vals_list.append(line_vals) - - if line_vals_list: - try: - move.write({ - 'invoice_line_ids': [(0, 0, lv) for lv in line_vals_list] - }) - _logger.info("Added %d AI-extracted lines to bill %s", - len(line_vals_list), move.id) - except Exception as e: - _logger.error("Failed to add lines to bill %s: %s", move.id, e) - - def _match_vendor_by_name(self, vendor_name): - """Match AI-extracted vendor name to an Odoo partner. - - Tries multiple strategies: - 1. Exact name match - 2. Commercial company name match - 3. Partial/contains match (only if single result) - - Returns: res.partner record or False - """ - if not vendor_name or len(vendor_name) < 3: - return False - - Partner = self.env['res.partner'].sudo() - vendor_name = vendor_name.strip() - - # Level 1: Exact name match - partner = Partner.search([ - ('name', '=ilike', vendor_name), - ('supplier_rank', '>', 0), - ], limit=1) - if partner: - return partner - - # Level 2: Exact name match without supplier_rank filter - partner = Partner.search([ - ('name', '=ilike', vendor_name), - ], limit=1) - if partner: - return partner - - # Level 3: Commercial company name match - partner = Partner.search([ - ('commercial_company_name', '=ilike', vendor_name), - ], limit=1) - if partner: - return partner - - # Level 4: Contains match (only accept single result to avoid false positives) - partners = Partner.search([ - '|', - ('name', 'ilike', vendor_name), - ('commercial_company_name', 'ilike', vendor_name), - ]) - if len(partners) == 1: - return partners - - # Level 5: Try without common suffixes (Inc, Ltd, Corp, etc.) - clean_name = vendor_name - for suffix in [' Inc', ' Inc.', ' Ltd', ' Ltd.', ' Corp', ' Corp.', - ' Co', ' Co.', ' LLC', ' Company', ' Limited']: - if clean_name.lower().endswith(suffix.lower()): - clean_name = clean_name[:len(clean_name) - len(suffix)].strip() - break - - if clean_name != vendor_name and len(clean_name) >= 3: - partners = Partner.search([ - '|', - ('name', 'ilike', clean_name), - ('commercial_company_name', 'ilike', clean_name), - ]) - if len(partners) == 1: - return partners - - _logger.info("No vendor match for AI-extracted name: '%s'", vendor_name) - return False - - def _strip_html(self, html): - """Strip HTML tags from text.""" - clean = re.sub(r'
-
- Created from Email
-
-
- - Fusion Accounts Dashboard -
-- Email processing activity will appear here. - Configure your email aliases and AI settings under Configuration. -
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
- -
-
- No bills from email yet -
-- Bills will appear here when incoming emails create vendor bills automatically. -
-- No blocked vendors -
-- Vendors blocked from automatic email bill creation will appear here. - Block vendors whose bills should be created through Purchase Orders instead. -
-- No vendors with purchase orders -
-- Vendors with Purchase Orders appear here. - Consider blocking these vendors from automatic email bill creation. -
-- No activity logged yet -
-- Email processing activity will be logged here automatically. -
-
-
-
-
-
-
-
- Emails from this vendor will not create vendor bills automatically.
- Bills for this vendor should be created through Purchase Orders.
-
- -
-
- `.
-
-**Solution:** Replace all `
- Signed by: {signer} ({signed_by}) ' - f'
- Consent date: {consent_date} ' - f'
- Declaration accepted: Yes ' - '
- Client Name: {client_name.strip()} -
- Signature Date: {date_str} -
- Updated By: {user.name} -
- Client Name: {client_name.strip()} -
- Signature Date: {date_str} -
- Collected By: {user.name} -
- Your assessment will be reviewed by our team -
- We will submit the ADP application on your behalf -
- You will be notified once approval is received -
- Your equipment will be ordered and delivered -
- Navigate to My Cases from the portal menu to see your assigned ADP cases. -
- Click on any case to view details, upload documents, or add comments. -
- To start a new assessment, go to Assessments and click New Assessment. -
- Complete the assessment form with all required measurements and photos. -
- Assessment Validity: Assessments are valid for 3 months from the completion date. -
- Application Submission: Please submit the ADP application promptly after the assessment is completed. -
- Page 11: Must be signed by the applicant (or authorized agent: spouse, parent, legal guardian, public trustee, or power of attorney). -
- Page 12: Must be signed by the authorizer and the vendor. -
- Go to Sales Dashboard to see all your cases at a glance. -
- Use the search bar and filters to quickly find cases by client name, order number, sale type, or status. -
- Click on any case to view full details and take action. -
- To start a new assessment, go to Assessments and select the appropriate assessment type. -
- For deliveries, navigate to Signature Requests to collect proof of delivery signatures. -
- Take clear photos during assessments - they will be attached to the case automatically. -
- Complete all required measurements before submitting an assessment. -
- Follow up on cases in Waiting for Application status to keep the process moving. -
- Always collect proof of delivery signatures at the time of delivery. -
- Navigate to My Deliveries to see all deliveries assigned to you. -
- Click on a delivery to view the client details and delivery address. -
- Go to Signature Requests to collect proof of delivery signatures. -
- After collecting the signature, the signed POD is automatically attached to the order. -
- Always get POD signed before leaving. The proof of delivery is required for billing. -
- Ensure the client's name and date are filled in on the delivery form. -
- If the client is unavailable, contact the office immediately. -
- Report any product issues or damages to the office right away. -
- Click on My Orders from the portal menu to see your orders. -
- Click on any order to view its full details and status. -
- Download documents by clicking the download button next to each file. -
- Quotation - Create the sales order -
- Assessment Scheduled - Schedule the client assessment -
- Assessment Completed - Complete the on-site assessment -
- Waiting for Application - Wait for the authorizer to submit the application -
- Application Received - Upload the ADP application and signed pages -
- Ready for Submission - Verify all documents are ready -
- Application Submitted - Submit to ADP -
- Accepted / Approved - ADP accepts and approves the case -
- Ready for Delivery - Prepare and deliver the product -
- Billed to ADP - Submit the claim for payment -
- Case Closed - Finalize the case -
- Use filters and search to quickly find cases by status, client, or authorizer. -
- Check the chatter (message log) on each case for the full history of changes and communications. -
- Use the status bar at the top of each case to see where it is in the workflow. -
- All automated emails are logged in the chatter for audit purposes. -
- Use scheduled activities to set reminders and follow-ups. -
- Steps: {self.stair_steps or 'N/A'} -
- Nose to Nose: {self.stair_nose_to_nose or 0}" per step -
- Installation Side: {self.stair_side or 'N/A'} -
- Style: {dict(self._fields['stair_style'].selection or {}).get(self.stair_style, 'N/A')} -
- Calculated Track Length: {self.stair_calculated_length:.1f}" -
- Final Track Length: {self.stair_final_length:.1f}" -
- Power Swivel (Upstairs) ' if self.stair_power_swivel_upstairs else ''} - {'
- Power Folding Footrest ' if self.stair_power_folding_footrest else ''} -
- Steps: {self.stair_curved_steps or 'N/A'} -
- Number of Curves: {self.stair_curves_count or 0} -
- Top Landing: {top_landing_display} -
- Bottom Landing: {bottom_landing_display} -
- Calculated Track Length: {self.stair_curved_calculated_length:.1f}" -
- Final Track Length: {self.stair_curved_final_length:.1f}" -
- Power Swivel (Upstairs) ' if self.stair_power_swivel_upstairs else ''} - {'
- Power Swivel (Downstairs) ' if self.stair_power_swivel_downstairs else ''} - {'
- Auto Folding Footrest ' if self.stair_auto_folding_footrest else ''} - {'
- Auto Folding Hinge ' if self.stair_auto_folding_hinge else ''} - {'
- Auto Folding Seat ' if self.stair_auto_folding_seat else ''} - {'
- Customizable Color ' if self.stair_custom_color else ''} - {'
- Additional Charging Station ' if self.stair_additional_charging else ''} - {'
- Charging with Remote ' if self.stair_charging_with_remote else ''} -
- Room Dimensions: {self.vpl_room_width or 0}" W x {self.vpl_room_depth or 0}" D -
- Rise Height: {self.vpl_rise_height or 0}" -
- Existing Platform: {'Yes' if self.vpl_has_existing_platform else 'No'} -
- Concrete Depth: {self.vpl_concrete_depth or 0}" (min 4" required) -
- Model Type: {dict(self._fields['vpl_model_type'].selection or {}).get(self.vpl_model_type, 'N/A')} -
- Power Plug Nearby: {'Yes' if self.vpl_has_nearby_plug else 'No'} -
- Needs Plug Installation: {'Yes' if self.vpl_needs_plug_install else 'No'} -
- Needs Certification: {'Yes' if self.vpl_needs_certification else 'No'} -
- Track Length: {self.ceiling_track_length or 0} feet -
- Movement Type: {dict(self._fields['ceiling_movement_type'].selection or {}).get(self.ceiling_movement_type, 'N/A')} -
- Charging Throughout Track: {'Yes' if self.ceiling_charging_throughout else 'No'} -
- Carry Bar: {'Yes' if self.ceiling_carry_bar else 'No'} -
- Additional Slings: {self.ceiling_additional_slings or 0} -
- Height: {self.ramp_height or 0}" from ground -
- Ground Incline: {self.ramp_ground_incline or 0}° -
- At Door: {'Yes (5ft landing required)' if self.ramp_at_door else 'No'} -
- Calculated Ramp Length: {self.ramp_calculated_length:.1f}" ({self.ramp_calculated_length/12:.1f} ft) -
- Landings Needed: {self.ramp_landings_needed or 0} (5ft each) -
- Total Length with Landings: {self.ramp_total_length:.1f}" ({self.ramp_total_length/12:.1f} ft) -
- Handrail Height: {self.ramp_handrail_height or 32}" -
- Internal Height: {self.tub_internal_height or 0}" -
- External Height: {self.tub_external_height or 0}" -
- Assessment: {self.reference} ' - f'
- Equipment: {equipment_label} ' - f'
- Sales Rep: {sales_rep_name} ' - f'
- Authorizer: {authorizer_name} ' - f'
- Assessment Date: {self.assessment_start_date or "N/A"}' - f' to {self.assessment_end_date or "N/A"} ' - f'
- Status set to: {target_status.replace("_", " ").title()} ' - '
- To: {email_to} ' - f'
- CC: {email_cc or "None"}
- View and manage your assigned cases ' - f'
- Complete assessments online ' - f'
- Track application status and progress ' - f'
- Access important documents
-
-
- ( ) -
- - {u['name']}: ${u['old_price']:.2f} → ${u['new_price']:.2f} " - msg += "
- {n} ' for n in att_names) - + '
- {n} ' for n in att_names) - + '
- Resumed By: {user_name} -
- Date: {resume_date} -
- Restored To: {prev_label} -
- Proof of Delivery uploaded ' - '
- ADP Delivery Date set ' - '
- Device verification complete ' - '
- {pm["product"].name} ({pm["device_code"]}): ' - f'Product price ${pm["product_price"]:.2f} vs Database ${pm["db_price"]:.2f} ' - ) - mismatch_msg += '
- Marked By: {user_name} ' - f'
- Technician: {tech_name} ' - f'{scheduled_str}' - f'
- Delivery Address: {task.address_display or "N/A"} ' - f'
- Task: {self.name} ({task_type_label}) ' - f'
- Technician: {self.technician_id.name} ' - f'
- Completed: {self.completion_datetime.strftime("%B %d, %Y at %I:%M %p") if self.completion_datetime else "N/A"} ' - f'
- Initial Payment (90%): Upon receipt of this invoice -
- Final Payment (10%): Upon receipt of signed proof of delivery and installation -
- This quotation is valid for 30 days from the date above unless otherwise specified. -
- All drawings must be signed and accepted by the client before production begins. -
- Estimated completion time is subject to manufacturer lead times and weather conditions. -
- Built to order items / Custom wheelchairs, Rigid ultra lightweight wheelchairs -
- Type/Category 2, 3, 4 & 5 Wheelchair -
- Tilt & Reclining wheelchairs -
- Sports wheelchairs -
- Custom Power Wheelchairs -
- All Spare Parts -
- Adaptive Strollers -
- Geri chairs -
- Custom-built lift chairs/Recliners, including those with upgraded fabrics, heat and massage, Power Pillow, footrest extension or left-hand control options are non-returnable. -
- Custom-built stairlifts, porch-lifts, vertical platform lifts, custom ceiling lifts. -
- Open-Box Items -
- Wheelchair scales -
- Built to order items / Custom wheelchairs, Rigid ultra lightweight wheelchairs -
- Type/Category 2, 3, 4 & 5 Wheelchair -
- Tilt & Reclining wheelchairs -
- Sports wheelchairs -
- Custom Power Wheelchairs -
- All Spare Parts -
- Adaptive Strollers -
- Geri chairs -
- Custom-built lift chairs/Recliners, including those with upgraded fabrics, heat and massage, Power Pillow, footrest extension or left-hand control options are non-returnable. -
- Custom-built stairlifts, porch-lifts, vertical platform lifts, custom ceiling lifts. -
- Open-Box Items -
- Wheelchair scales -
- Broken or bent frames -
- Torn or stained upholstery -
- Missing parts or accessories -
- Non-functional electrical components -
- Excessive wear on wheels or tires -
- Water damage or rust -
- Modifications made without authorization -
-
-
: -
-
- ` in XML view definitions:
-```xml
-
-
- ...
'
- '
'
- )
- assessment.sale_order_id.message_post(
- body=body,
- message_type='comment',
- subtype_xmlid='mail.mt_note',
- attachment_ids=[sig_att.id],
- )
- _logger.info(f"Posted Page 11 consent info to SO {assessment.sale_order_id.name}")
- except Exception as chat_e:
- _logger.warning(f"Failed to post consent to chatter: {chat_e}")
-
- so_id = assessment.sale_order_id.id if assessment.sale_order_id else ''
- return request.redirect(f'/my/assessments?message=completed&so={so_id}')
-
- # Complete the express assessment
- try:
- sale_order = assessment.action_complete_express()
-
- # Post assessment photos to sale order chatter
- photo_attachments = request.env['ir.attachment'].sudo().search([
- ('res_model', '=', 'fusion.assessment'),
- ('res_id', '=', assessment.id),
- ('mimetype', 'like', 'image/%'),
- ])
- if photo_attachments:
- # Copy attachments to sale order
- attachment_ids = []
- for att in photo_attachments:
- new_att = att.copy({
- 'res_model': 'sale.order',
- 'res_id': sale_order.id,
- })
- attachment_ids.append(new_att.id)
-
- # Post message to chatter with photos
- sale_order.message_post(
- body=f"Page 11 Consent & Signature
' - '- '
- f'
Assessment Photos
Photos from assessment {assessment.reference} by {request.env.user.name}
New message from Authorizer {partner.name}:
{comment.strip()}
"), - subject=f"[{order.name}] New message from Authorizer", - author_id=partner.id, - ) - - # Also save to fusion.authorizer.comment for portal display - if 'fusion.authorizer.comment' in request.env: - request.env['fusion.authorizer.comment'].sudo().create({ - 'sale_order_id': order_id, - 'author_id': partner.id, - 'comment': comment.strip(), - 'comment_type': 'general', - }) - - except Exception as e: - _logger.error(f"Error adding comment: {e}") - - return request.redirect(f'/my/authorizer/case/{order_id}') - - @http.route('/my/authorizer/case/New message from Sales Rep {partner.name}:
{comment.strip()}
"), - subject=f"[{order.name}] New message from Sales Rep", - author_id=partner.id, - ) - - # Also save to fusion.authorizer.comment for portal display - if 'fusion.authorizer.comment' in request.env: - request.env['fusion.authorizer.comment'].sudo().create({ - 'sale_order_id': order_id, - 'author_id': partner.id, - 'comment': comment.strip(), - 'comment_type': 'general', - }) - - except Exception as e: - _logger.error(f"Error adding comment: {e}") - - return request.redirect(f'/my/sales/case/{order_id}') - - # ==================== CLIENT FUNDING CLAIMS PORTAL ==================== - - def _prepare_home_portal_values(self, counters): - """Add client funding claims count to portal home""" - values = super()._prepare_home_portal_values(counters) - partner = request.env.user.partner_id - - if 'funding_claims_count' in counters: - # Count sale orders where partner is the customer - values['funding_claims_count'] = request.env['sale.order'].sudo().search_count([ - ('partner_id', '=', partner.id), - ('x_fc_sale_type', 'in', ['adp', 'adp_odsp', 'odsp', 'march_of_dimes']), - ]) - - return values - - @http.route(['/my/funding-claims', '/my/funding-claims/page/', safe_notes) - - timestamp = fields.Datetime.now().strftime("%b %d, %Y %I:%M %p") - safe_user = str(escape(user.name)) - safe_task = str(escape(task.name)) - - has_text = bool((notes or '').strip()) - photo_count = len(attachment_ids) - - # Build a small photo summary for inline display - photo_html = '' - if photo_count: - photo_html = '
%d photo(s) attached
' % photo_count
-
- # --- 1. Append to the completion_notes field on the task ---
- note_parts = []
- if has_text:
- note_parts.append(
- '%s
' % formatted_notes
- )
- if photo_html:
- note_parts.append(photo_html)
-
- if note_parts:
- new_note = Markup(
- ''
- '%s - %s'
- '%s'
- '
'
- ) % (Markup(timestamp), Markup(safe_user), Markup(''.join(note_parts)))
-
- existing = task.completion_notes or ''
- task.completion_notes = Markup(existing) + new_note
-
- # --- 2. Post to the TASK chatter ---
- chatter_parts = []
- if has_text:
- chatter_parts.append(
- '%s
' % formatted_notes
- )
- if photo_html:
- chatter_parts.append(photo_html)
-
- task_chatter = Markup(
- ''
- ' Note Added'
- '%s'
- 'By %s'
- '
'
- ) % (Markup(''.join(chatter_parts)), Markup(safe_user))
-
- task.message_post(
- body=task_chatter,
- message_type='comment',
- subtype_xmlid='mail.mt_note',
- attachment_ids=attachment_ids,
- )
-
- # --- 3. Post to the SALE ORDER chatter (if linked) ---
- if task.sale_order_id:
- so_chatter = Markup(
- ''
- ' Technician Note - %s'
- '%s'
- 'By %s on %s'
- '
'
- ) % (Markup(safe_task), Markup(''.join(chatter_parts)), Markup(safe_user), Markup(timestamp))
-
- # Duplicate attachments for the sale order so both records show them
- so_att_ids = []
- for att_id in attachment_ids:
- att = Attachment.browse(att_id)
- so_att = att.copy({
- 'res_model': 'sale.order',
- 'res_id': task.sale_order_id.id,
- })
- so_att_ids.append(so_att.id)
-
- task.sale_order_id.message_post(
- body=so_chatter,
- message_type='comment',
- subtype_xmlid='mail.mt_note',
- attachment_ids=so_att_ids,
- )
-
- return {'success': True}
- except Exception as e:
- _logger.error(f"Add notes error: {e}")
- return {'success': False, 'error': str(e)}
-
- @http.route('/my/technician/task/for line breaks, for labels. Keep it concise." - ) - - resp = http_requests.post( - 'https://api.openai.com/v1/chat/completions', - headers={'Authorization': f'Bearer {api_key}', 'Content-Type': 'application/json'}, - json={ - 'model': ai_model, - 'messages': [ - {'role': 'system', 'content': system_prompt}, - {'role': 'user', 'content': f'Task type: {task_type_label}\nTechnician: {user.name}\nVoice note:\n{transcription}'}, - ], - 'temperature': 0.3, - 'max_tokens': 1000, - }, - timeout=30, - ) - - if resp.status_code == 200: - data = resp.json() - formatted_notes = data['choices'][0]['message']['content'] - except Exception as e: - _logger.warning(f"GPT formatting failed, using raw transcription: {e}") - - # Build final HTML completion report - from markupsafe import Markup - completion_html = Markup( - f'
'
- f'
' - f'{formatted_notes}' - f'
'
- )
-
- task.write({
- 'completion_notes': completion_html,
- 'voice_note_transcription': transcription,
- })
- task.action_complete_task()
-
- return {
- 'success': True,
- 'formatted_notes': formatted_notes,
- 'redirect_url': f'/my/technician/task/{task_id}',
- }
-
- @http.route('/my/technician/tomorrow', type='http', auth='user', website=True)
- def technician_tomorrow(self, **kw):
- """Next day preparation view."""
- if not self._check_technician_access():
- return request.redirect('/my')
-
- user = request.env.user
- Task = request.env['fusion.technician.task'].sudo()
- from datetime import timedelta
- today = fields.Date.context_today(Task)
- tomorrow = today + timedelta(days=1)
-
- tomorrow_tasks = Task.search([
- ('technician_id', '=', user.id),
- ('scheduled_date', '=', tomorrow),
- ('status', '!=', 'cancelled'),
- ], order='sequence, time_start, id')
-
- total_travel = sum(tomorrow_tasks.mapped('travel_time_minutes'))
- total_distance = sum(tomorrow_tasks.mapped('travel_distance_km'))
-
- # Aggregate equipment needed
- all_equipment = []
- for t in tomorrow_tasks:
- if t.equipment_needed:
- all_equipment.append(f"{t.name}: {t.equipment_needed}")
-
- values = {
- 'tomorrow_tasks': tomorrow_tasks,
- 'tomorrow_date': tomorrow,
- 'total_travel': total_travel,
- 'total_distance': total_distance,
- 'all_equipment': all_equipment,
- 'page_name': 'technician_tomorrow',
- }
- return request.render('fusion_authorizer_portal.portal_technician_tomorrow', values)
-
- @http.route('/my/technician/schedule/Technician: {user.name}
'
- f'Task: {task.name} ({dict(Task._fields["task_type"].selection).get(task.task_type, task.task_type)})
' - f'{formatted_notes}' - f'
-
- ''')
- # For non-ADP updates, still attach the new PDF
- if not is_adp and pdf_content:
- attachment = request.env['ir.attachment'].sudo().create({
- 'name': f'POD_{order.name.replace("/", "_")}.pdf',
- 'type': 'binary',
- 'datas': base64.b64encode(pdf_content),
- 'res_model': 'sale.order',
- 'res_id': order.id,
- 'mimetype': 'application/pdf',
- })
- order.message_post(
- body=chatter_body,
- message_type='notification',
- subtype_xmlid='mail.mt_note',
- attachment_ids=[attachment.id],
- )
- else:
- order.message_post(body=chatter_body, message_type='notification', subtype_xmlid='mail.mt_note')
- else:
- # New POD - post with attachment
- chatter_body = Markup(f'''
- {pod_type} Updated
--
-
The POD document has been replaced with a new signed version.
-
-
- ''')
-
- # Create attachment for the chatter (always for new POD)
- if pdf_content:
- attachment = request.env['ir.attachment'].sudo().create({
- 'name': f'POD_{order.name.replace("/", "_")}.pdf',
- 'type': 'binary',
- 'datas': base64.b64encode(pdf_content),
- 'res_model': 'sale.order',
- 'res_id': order.id,
- 'mimetype': 'application/pdf',
- })
- order.message_post(
- body=chatter_body,
- message_type='notification',
- subtype_xmlid='mail.mt_note',
- attachment_ids=[attachment.id],
- )
- else:
- order.message_post(body=chatter_body, message_type='notification', subtype_xmlid='mail.mt_note')
-
- return {
- 'success': True,
- 'message': 'Signature saved successfully',
- 'redirect_url': f'/my/technician/delivery/{order_id}' if partner.is_technician_portal else f'/my/sales/case/{order_id}',
- }
-
- except Exception as e:
- _logger.error(f"Error saving POD signature: {e}")
- return {'success': False, 'error': str(e)}
-
- def _generate_signed_pod_pdf(self, order, save_to_field=True):
- """Generate a signed POD PDF with the signature embedded.
-
- Args:
- order: The sale.order record
- save_to_field: If True, save to x_fc_proof_of_delivery field (for ADP orders)
-
- Returns:
- bytes: The PDF content, or None if generation failed
- """
- try:
- # Determine which report to use based on sale type
- is_adp = order.x_fc_sale_type in ('adp', 'adp_odsp')
-
- if is_adp:
- report = request.env.ref('fusion_claims.action_report_proof_of_delivery')
- else:
- report = request.env.ref('fusion_claims.action_report_proof_of_delivery_standard')
-
- # Render the POD report (signature is now embedded in the template)
- pdf_content, _ = report.sudo()._render_qweb_pdf(
- report.id, [order.id]
- )
-
- # For ADP orders, save to the x_fc_proof_of_delivery field
- if save_to_field and is_adp:
- order.write({
- 'x_fc_proof_of_delivery': base64.b64encode(pdf_content),
- 'x_fc_proof_of_delivery_filename': f'POD_{order.name.replace("/", "_")}.pdf',
- })
-
- _logger.info(f"Generated signed POD PDF for order {order.name} (ADP: {is_adp})")
- return pdf_content
-
- except Exception as e:
- _logger.error(f"Error generating POD PDF for {order.name}: {e}")
- return None
-
- # =========================================================================
- # ACCESSIBILITY ASSESSMENT ROUTES
- # =========================================================================
-
- @http.route('/my/accessibility', type='http', auth='user', website=True)
- def accessibility_assessment_selector(self, **kw):
- """Show the accessibility assessment type selector"""
- partner = request.env.user.partner_id
-
- if not partner.is_sales_rep_portal and not partner.is_authorizer:
- return request.redirect('/my')
-
- # Get Google Maps API key
- ICP = request.env['ir.config_parameter'].sudo()
- google_maps_api_key = ICP.get_param('fusion_claims.google_maps_api_key', '')
-
- values = {
- 'page_name': 'accessibility_selector',
- 'google_maps_api_key': google_maps_api_key,
- }
- return request.render('fusion_authorizer_portal.portal_accessibility_selector', values)
-
- @http.route('/my/accessibility/list', type='http', auth='user', website=True)
- def accessibility_assessment_list(self, page=1, **kw):
- """List all accessibility assessments for the current user (sales rep or authorizer)"""
- partner = request.env.user.partner_id
-
- if not partner.is_sales_rep_portal and not partner.is_authorizer:
- return request.redirect('/my')
-
- Assessment = request.env['fusion.accessibility.assessment'].sudo()
-
- # Build domain based on role
- if partner.is_authorizer and partner.is_sales_rep_portal:
- domain = ['|', ('authorizer_id', '=', partner.id), ('sales_rep_id', '=', request.env.user.id)]
- elif partner.is_authorizer:
- domain = [('authorizer_id', '=', partner.id)]
- else:
- domain = [('sales_rep_id', '=', request.env.user.id)]
-
- # Pagination
- assessment_count = Assessment.search_count(domain)
- pager = portal_pager(
- url='/my/accessibility/list',
- total=assessment_count,
- page=page,
- step=20,
- )
-
- assessments = Assessment.search(
- domain,
- order='assessment_date desc, id desc',
- limit=20,
- offset=pager['offset'],
- )
-
- values = {
- 'page_name': 'accessibility_list',
- 'assessments': assessments,
- 'pager': pager,
- }
- return request.render('fusion_authorizer_portal.portal_accessibility_list', values)
-
- @http.route('/my/accessibility/stairlift/straight', type='http', auth='user', website=True)
- def accessibility_stairlift_straight(self, **kw):
- """Straight stair lift assessment form"""
- return self._render_accessibility_form('stairlift_straight', 'Straight Stair Lift')
-
- @http.route('/my/accessibility/stairlift/curved', type='http', auth='user', website=True)
- def accessibility_stairlift_curved(self, **kw):
- """Curved stair lift assessment form"""
- return self._render_accessibility_form('stairlift_curved', 'Curved Stair Lift')
-
- @http.route('/my/accessibility/vpl', type='http', auth='user', website=True)
- def accessibility_vpl(self, **kw):
- """Vertical Platform Lift assessment form"""
- return self._render_accessibility_form('vpl', 'Vertical Platform Lift')
-
- @http.route('/my/accessibility/ceiling-lift', type='http', auth='user', website=True)
- def accessibility_ceiling_lift(self, **kw):
- """Ceiling Lift assessment form"""
- return self._render_accessibility_form('ceiling_lift', 'Ceiling Lift')
-
- @http.route('/my/accessibility/ramp', type='http', auth='user', website=True)
- def accessibility_ramp(self, **kw):
- """Custom Ramp assessment form"""
- return self._render_accessibility_form('ramp', 'Custom Ramp')
-
- @http.route('/my/accessibility/bathroom', type='http', auth='user', website=True)
- def accessibility_bathroom(self, **kw):
- """Bathroom Modification assessment form"""
- return self._render_accessibility_form('bathroom', 'Bathroom Modification')
-
- @http.route('/my/accessibility/tub-cutout', type='http', auth='user', website=True)
- def accessibility_tub_cutout(self, **kw):
- """Tub Cutout assessment form"""
- return self._render_accessibility_form('tub_cutout', 'Tub Cutout')
-
- def _render_accessibility_form(self, assessment_type, title):
- """Render an accessibility assessment form"""
- partner = request.env.user.partner_id
-
- if not partner.is_sales_rep_portal and not partner.is_authorizer:
- return request.redirect('/my')
-
- # Get Google Maps API key
- ICP = request.env['ir.config_parameter'].sudo()
- google_maps_api_key = ICP.get_param('fusion_claims.google_maps_api_key', '')
-
- from datetime import date
-
- values = {
- 'page_name': f'accessibility_{assessment_type}',
- 'assessment_type': assessment_type,
- 'title': title,
- 'google_maps_api_key': google_maps_api_key,
- 'today': date.today().isoformat(),
- }
-
- # Route to specific template based on type
- template_map = {
- 'stairlift_straight': 'fusion_authorizer_portal.portal_accessibility_stairlift_straight',
- 'stairlift_curved': 'fusion_authorizer_portal.portal_accessibility_stairlift_curved',
- 'vpl': 'fusion_authorizer_portal.portal_accessibility_vpl',
- 'ceiling_lift': 'fusion_authorizer_portal.portal_accessibility_ceiling',
- 'ramp': 'fusion_authorizer_portal.portal_accessibility_ramp',
- 'bathroom': 'fusion_authorizer_portal.portal_accessibility_bathroom',
- 'tub_cutout': 'fusion_authorizer_portal.portal_accessibility_tub_cutout',
- }
-
- template = template_map.get(assessment_type, 'fusion_authorizer_portal.portal_accessibility_selector')
- return request.render(template, values)
-
- @http.route('/my/accessibility/save', type='json', auth='user', methods=['POST'], csrf=True)
- def accessibility_assessment_save(self, **post):
- """Save an accessibility assessment and optionally create a Sale Order"""
- partner = request.env.user.partner_id
-
- if not partner.is_sales_rep_portal and not partner.is_authorizer:
- return {'success': False, 'error': 'Access denied'}
-
- try:
- Assessment = request.env['fusion.accessibility.assessment'].sudo()
-
- assessment_type = post.get('assessment_type')
- if not assessment_type:
- return {'success': False, 'error': 'Assessment type is required'}
-
- # Build assessment values
- vals = {
- 'assessment_type': assessment_type,
- 'sales_rep_id': request.env.user.id,
- 'client_name': post.get('client_name', '').strip(),
- 'client_address': post.get('client_address', '').strip(),
- 'client_unit': post.get('client_unit', '').strip(),
- 'client_address_street': post.get('client_address_street', '').strip(),
- 'client_address_city': post.get('client_address_city', '').strip(),
- 'client_address_province': post.get('client_address_province', '').strip(),
- 'client_address_postal': post.get('client_address_postal', '').strip(),
- 'client_phone': post.get('client_phone', '').strip(),
- 'client_email': post.get('client_email', '').strip(),
- 'notes': post.get('notes', '').strip(),
- }
-
- # Parse assessment date
- assessment_date = post.get('assessment_date')
- if assessment_date:
- from datetime import date as dt_date
- try:
- vals['assessment_date'] = dt_date.fromisoformat(assessment_date)
- except ValueError:
- vals['assessment_date'] = dt_date.today()
-
- # Add type-specific fields
- if assessment_type == 'stairlift_straight':
- vals.update(self._parse_stairlift_straight_fields(post))
- elif assessment_type == 'stairlift_curved':
- vals.update(self._parse_stairlift_curved_fields(post))
- elif assessment_type == 'vpl':
- vals.update(self._parse_vpl_fields(post))
- elif assessment_type == 'ceiling_lift':
- vals.update(self._parse_ceiling_lift_fields(post))
- elif assessment_type == 'ramp':
- vals.update(self._parse_ramp_fields(post))
- elif assessment_type == 'bathroom':
- vals.update(self._parse_bathroom_fields(post))
- elif assessment_type == 'tub_cutout':
- vals.update(self._parse_tub_cutout_fields(post))
-
- # Set authorizer if the current user is an authorizer, or from the linked sale order
- if partner.is_authorizer:
- vals['authorizer_id'] = partner.id
-
- # Create the assessment
- assessment = Assessment.create(vals)
- _logger.info(f"Created accessibility assessment {assessment.reference} by {request.env.user.name}")
-
- # Handle photo attachments - General photos
- photos = post.get('photos', [])
- if photos:
- self._attach_accessibility_photos(assessment, photos, category='general')
-
- # Handle top landing photos (for curved stair lifts)
- top_landing_photos = post.get('top_landing_photos', [])
- if top_landing_photos:
- self._attach_accessibility_photos(assessment, top_landing_photos, category='top_landing')
-
- # Handle bottom landing photos (for curved stair lifts)
- bottom_landing_photos = post.get('bottom_landing_photos', [])
- if bottom_landing_photos:
- self._attach_accessibility_photos(assessment, bottom_landing_photos, category='bottom_landing')
-
- # Handle video attachment
- video_data = post.get('assessment_video')
- video_filename = post.get('assessment_video_filename')
- if video_data:
- self._attach_accessibility_video(assessment, video_data, video_filename)
-
- # Complete the assessment and create Sale Order if requested
- create_sale_order = post.get('create_sale_order', True)
- if create_sale_order:
- sale_order = assessment.action_complete()
- return {
- 'success': True,
- 'assessment_id': assessment.id,
- 'assessment_ref': assessment.reference,
- 'sale_order_id': sale_order.id,
- 'sale_order_name': sale_order.name,
- 'message': f'Assessment {assessment.reference} completed. Sale Order {sale_order.name} created.',
- 'redirect_url': f'/my/sales/case/{sale_order.id}',
- }
- else:
- return {
- 'success': True,
- 'assessment_id': assessment.id,
- 'assessment_ref': assessment.reference,
- 'message': f'Assessment {assessment.reference} saved as draft.',
- 'redirect_url': '/my/accessibility/list',
- }
-
- except Exception as e:
- _logger.error(f"Error saving accessibility assessment: {e}")
- return {'success': False, 'error': str(e)}
-
- def _parse_stairlift_straight_fields(self, post):
- """Parse straight stair lift specific fields"""
- return {
- 'stair_steps': int(post.get('stair_steps', 0) or 0),
- 'stair_nose_to_nose': float(post.get('stair_nose_to_nose', 0) or 0),
- 'stair_side': post.get('stair_side') or None,
- 'stair_style': post.get('stair_style') or None,
- 'stair_power_swivel_upstairs': post.get('stair_power_swivel_upstairs') == 'true',
- 'stair_power_folding_footrest': post.get('stair_power_folding_footrest') == 'true',
- 'stair_manual_length_override': float(post.get('stair_manual_length_override', 0) or 0),
- }
-
- def _parse_stairlift_curved_fields(self, post):
- """Parse curved stair lift specific fields"""
- return {
- 'stair_curved_steps': int(post.get('stair_curved_steps', 0) or 0),
- 'stair_curves_count': int(post.get('stair_curves_count', 0) or 0),
- 'stair_top_landing_type': post.get('stair_top_landing_type') or 'none',
- 'stair_bottom_landing_type': post.get('stair_bottom_landing_type') or 'none',
- 'top_overrun_custom_length': float(post.get('top_overrun_custom_length', 0) or 0),
- 'bottom_overrun_custom_length': float(post.get('bottom_overrun_custom_length', 0) or 0),
- 'stair_power_swivel_upstairs': post.get('stair_power_swivel_upstairs') == 'true',
- 'stair_power_swivel_downstairs': post.get('stair_power_swivel_downstairs') == 'true',
- 'stair_auto_folding_footrest': post.get('stair_auto_folding_footrest') == 'true',
- 'stair_auto_folding_hinge': post.get('stair_auto_folding_hinge') == 'true',
- 'stair_auto_folding_seat': post.get('stair_auto_folding_seat') == 'true',
- 'stair_custom_color': post.get('stair_custom_color') == 'true',
- 'stair_additional_charging': post.get('stair_additional_charging') == 'true',
- 'stair_charging_with_remote': post.get('stair_charging_with_remote') == 'true',
- 'stair_curved_manual_override': float(post.get('stair_curved_manual_override', 0) or 0),
- }
-
- def _parse_vpl_fields(self, post):
- """Parse VPL specific fields"""
- return {
- 'vpl_room_width': float(post.get('vpl_room_width', 0) or 0),
- 'vpl_room_depth': float(post.get('vpl_room_depth', 0) or 0),
- 'vpl_rise_height': float(post.get('vpl_rise_height', 0) or 0),
- 'vpl_has_existing_platform': post.get('vpl_has_existing_platform') == 'true',
- 'vpl_concrete_depth': float(post.get('vpl_concrete_depth', 0) or 0),
- 'vpl_model_type': post.get('vpl_model_type') or None,
- 'vpl_has_nearby_plug': post.get('vpl_has_nearby_plug') == 'true',
- 'vpl_needs_plug_install': post.get('vpl_needs_plug_install') == 'true',
- 'vpl_needs_certification': post.get('vpl_needs_certification') == 'true',
- 'vpl_certification_notes': post.get('vpl_certification_notes', '').strip(),
- }
-
- def _parse_ceiling_lift_fields(self, post):
- """Parse ceiling lift specific fields"""
- return {
- 'ceiling_track_length': float(post.get('ceiling_track_length', 0) or 0),
- 'ceiling_movement_type': post.get('ceiling_movement_type') or None,
- 'ceiling_charging_throughout': post.get('ceiling_charging_throughout') == 'true',
- 'ceiling_carry_bar': post.get('ceiling_carry_bar') == 'true',
- 'ceiling_additional_slings': int(post.get('ceiling_additional_slings', 0) or 0),
- }
-
- def _parse_ramp_fields(self, post):
- """Parse ramp specific fields"""
- return {
- 'ramp_height': float(post.get('ramp_height', 0) or 0),
- 'ramp_ground_incline': float(post.get('ramp_ground_incline', 0) or 0),
- 'ramp_at_door': post.get('ramp_at_door') == 'true',
- 'ramp_handrail_height': float(post.get('ramp_handrail_height', 32) or 32),
- 'ramp_manual_override': float(post.get('ramp_manual_override', 0) or 0),
- }
-
- def _parse_bathroom_fields(self, post):
- """Parse bathroom modification specific fields"""
- return {
- 'bathroom_description': post.get('bathroom_description', '').strip(),
- }
-
- def _parse_tub_cutout_fields(self, post):
- """Parse tub cutout specific fields"""
- return {
- 'tub_internal_height': float(post.get('tub_internal_height', 0) or 0),
- 'tub_external_height': float(post.get('tub_external_height', 0) or 0),
- 'tub_additional_supplies': post.get('tub_additional_supplies', '').strip(),
- }
-
- def _attach_accessibility_photos(self, assessment, photos, category='general'):
- """Attach photos to the accessibility assessment
-
- Args:
- assessment: The assessment record
- photos: List of base64 encoded photo data
- category: Photo category (general, top_landing, bottom_landing)
- """
- Attachment = request.env['ir.attachment'].sudo()
-
- # Category prefix for file naming
- category_prefixes = {
- 'general': 'Photo',
- 'top_landing': 'TopLanding',
- 'bottom_landing': 'BottomLanding',
- }
- prefix = category_prefixes.get(category, 'Photo')
-
- for i, photo_data in enumerate(photos):
- if not photo_data:
- continue
-
- # Handle base64 data URL format
- if ',' in photo_data:
- photo_data = photo_data.split(',')[1]
-
- try:
- attachment = Attachment.create({
- 'name': f'{prefix}_{i+1}_{assessment.reference}.jpg',
- 'type': 'binary',
- 'datas': photo_data,
- 'res_model': 'fusion.accessibility.assessment',
- 'res_id': assessment.id,
- 'mimetype': 'image/jpeg',
- 'description': f'{category.replace("_", " ").title()} photo for {assessment.reference}',
- })
- _logger.info(f"Attached {category} photo {i+1} to assessment {assessment.reference}")
- except Exception as e:
- _logger.warning(f"Failed to attach {category} photo {i+1}: {e}")
-
- def _attach_accessibility_video(self, assessment, video_data, video_filename=None):
- """Attach a video to the accessibility assessment
-
- Args:
- assessment: The assessment record
- video_data: Base64 encoded video data
- video_filename: Original filename (optional)
- """
- if not video_data:
- return
-
- Attachment = request.env['ir.attachment'].sudo()
-
- # Handle base64 data URL format
- mimetype = 'video/mp4'
- if isinstance(video_data, str) and ',' in video_data:
- # Extract mimetype from data URL
- header = video_data.split(',')[0]
- if 'video/' in header:
- mimetype = header.split(':')[1].split(';')[0]
- video_data = video_data.split(',')[1]
-
- # Determine file extension from mimetype
- extension_map = {
- 'video/mp4': '.mp4',
- 'video/webm': '.webm',
- 'video/quicktime': '.mov',
- 'video/x-msvideo': '.avi',
- }
- extension = extension_map.get(mimetype, '.mp4')
-
- filename = video_filename or f'Video_{assessment.reference}{extension}'
-
- try:
- attachment = Attachment.create({
- 'name': filename,
- 'type': 'binary',
- 'datas': video_data,
- 'res_model': 'fusion.accessibility.assessment',
- 'res_id': assessment.id,
- 'mimetype': mimetype,
- 'description': f'Assessment video for {assessment.reference}',
- })
- _logger.info(f"Attached video to assessment {assessment.reference}")
- except Exception as e:
- _logger.warning(f"Failed to attach video to assessment {assessment.reference}: {e}")
diff --git a/fusion_authorizer_portal/fusion_authorizer_portal/data/ir_actions_server_data.xml b/fusion_authorizer_portal/fusion_authorizer_portal/data/ir_actions_server_data.xml
deleted file mode 100644
index d78d3cc..0000000
--- a/fusion_authorizer_portal/fusion_authorizer_portal/data/ir_actions_server_data.xml
+++ /dev/null
@@ -1,42 +0,0 @@
-
-{pod_type} Signed
--
-
-
-
-
-
-
-
-
-
- New Case Assigned
-A new ADP case has been assigned to you.
-| Case Details | |
| Case | |
| Client | |
| Date | |
Best regards,
This is an automated notification from
This template is no longer in use.
-
-
-
-
-
-
-
- Assessment Complete
-The assessment for
| Assessment Details | |
| Reference | |
| Client | |
| Date | |
| Sale Order | |
-
-
- Next steps: Please submit the ADP application (including pages 11-12 signed by the client) so we can proceed with the claim submission.
-Best regards,
This is an automated notification from the ADP Claims Management System.
-
-
-
-
-
-
-
- Assessment Complete
-Dear
| Summary | |
| Reference | |
| Date | |
| Therapist | |
-
- What happens next:
--
-
If you have any questions, please do not hesitate to contact us.
-Best regards,
This is an automated notification from the ADP Claims Management System.
-
-
-
-
-
- New Document Available
-A new document has been uploaded for case
Best regards,
This is an automated notification from
-
-
-
-
-
-
-
-
-
-
-
-
-
-
- Welcome to the Authorizer Portal
-
-
- Dear
- Welcome to the
What You Can Do
-| 1 | -
- View Assigned Cases - Access all ADP cases assigned to you with real-time status updates. - |
-
| 2 | -
- Complete Assessments - Fill out assessments online with measurements, photos, and specifications. - |
-
| 3 | -
- Track Application Status - Monitor the progress of ADP applications from submission to approval. - |
-
| 4 | -
- Upload Documents - Upload ADP applications, signed pages 11 and 12, and supporting documentation. - |
-
Getting Started
--
-
Important Reminders
-
-
-
- -
-
Need Help?
-- If you have any questions or need assistance, please contact our office: -
-
-
- Email:
- Phone:
- - Email:
- Phone:
-
-
-
-
-
-
-
-
-
-
-
-
-
-
- Welcome to the Sales Portal
-
-
- Dear
- Welcome to the
What You Can Do
-| 1 | -
- Sales Dashboard - View all your sales orders, filter by status, sale type, and search by client name or order number. - |
-
| 2 | -
- Complete Assessments - Start ADP Express Assessments and Accessibility Assessments (stair lifts, platform lifts, ceiling lifts, ramps, bathroom modifications). - |
-
| 3 | -
- Proof of Delivery - Get proof of delivery signed by clients directly from your phone or tablet. - |
-
| 4 | -
- Loaner Equipment - Track loaner equipment checkouts and returns. - |
-
| 5 | -
- Track ADP Cases - Monitor ADP application status from assessment through approval to billing. - |
-
Getting Started
--
-
Tips for Success
-
-
-
- -
-
Need Help?
-- If you have any questions or need assistance, please contact the office: -
-
-
- Email:
- Phone:
- - Email:
- Phone:
-
-
-
-
-
-
-
-
-
-
-
-
-
-
- Welcome to the Technician Portal
-
-
- Dear
- Welcome to the
What You Can Do
-| 1 | -
- View Assigned Deliveries - See all deliveries assigned to you with client details, addresses, and product information. - |
-
| 2 | -
- Collect Proof of Delivery - Get the client's signature on the proof of delivery document directly from your device. - |
-
| 3 | -
- Track Delivery Status - Monitor which deliveries are pending, in progress, or completed. - |
-
Getting Started
--
-
Important Reminders
-
-
-
- -
-
Need Help?
-- If you have any questions or need assistance, please contact the office: -
-
-
- Email:
- Phone:
- - Email:
- Phone:
-
-
-
-
-
-
-
-
-
-
-
-
-
-
- Welcome to Your Portal
-
-
- Dear
- Welcome to the
What You Can Do
-| 1 | -
- View Your Orders - Access all your orders and track their current status. - |
-
| 2 | -
- Track Status - See real-time updates on your application and delivery status. - |
-
| 3 | -
- Access Documents - Download invoices, delivery receipts, and other important documents. - |
-
Getting Started
--
-
Need Help?
-- If you have any questions, please don't hesitate to reach out: -
-
-
- Email:
- Phone:
- - Email:
- Phone:
-
-
-
-
-
-
-
-
-
-
-
-
- Welcome to
-
-
- Welcome to
- - Fusion Claims - Internal Operations -
-
- Welcome,
- This is your quick-start guide to the
System Overview
-| 1 | -
- ADP Case Management - Process ADP claims through the full workflow: Assessment, Application, Submission, Approval, Billing, and Case Close. - |
-
| 2 | -
- Sales Orders - Manage quotations, sales orders, invoicing, and delivery for all sale types (ADP, ODSP, Private, Insurance, etc.). - |
-
| 3 | -
- Device Codes - Look up and manage ADP device codes, prices, and serial number requirements. - |
-
| 4 | -
- Inventory and Loaner Tracking - Manage product inventory, track loaner equipment checkouts and returns. - |
-
| 5 | -
- Delivery Management - Assign technicians, track deliveries, and manage proof of delivery documents. - |
-
ADP Workflow Quick Reference
-
-
-
- -
-
Key Menu Locations
-| ADP Claims | -Sales menu - ADP Claims - filter by workflow stage | -
| Device Codes | -Sales menu - Configuration - ADP Device Codes | -
| Fusion Claims Settings | -Settings - Fusion Claims (scroll down) | -
| Contacts (Authorizers) | -Contacts - filter by "Authorizers" | -
Tips
-
-
- -
-
- Assessment Photos
- {len(attachment_ids)} photo(s) from {type_label} Assessment ({self.reference}) -
- '''),
- message_type='comment',
- subtype_xmlid='mail.mt_note',
- attachment_ids=attachment_ids,
- )
- _logger.info(f"Copied {len(attachment_ids)} photos to SO {sale_order.name}")
-
- def _send_completion_email(self, sale_order):
- """Send email notification to office about assessment completion"""
- self.ensure_one()
-
- ICP = self.env['ir.config_parameter'].sudo()
-
- # Check if email notifications are enabled
- if not ICP.get_param('fusion_claims.enable_email_notifications', 'True') == 'True':
- return
-
- # Get office notification emails from company
- company = self.env.company
- office_partners = company.sudo().x_fc_office_notification_ids
- email_list = [p.email for p in office_partners if p.email]
- office_emails = ', '.join(email_list)
-
- if not office_emails:
- _logger.warning("No office notification recipients configured for accessibility assessment completion")
- return
-
- type_labels = dict(self._fields['assessment_type'].selection)
- type_label = type_labels.get(self.assessment_type, 'Accessibility')
-
- body = self._email_build(
- title='Accessibility Assessment Completed',
- summary=f'A new {type_label.lower()} assessment has been completed for '
- f'{self.client_name}. A sale order has been created.',
- email_type='info',
- sections=[('Assessment Details', [
- ('Type', type_label),
- ('Reference', self.reference),
- ('Client', self.client_name),
- ('Sales Rep', self.sales_rep_id.name if self.sales_rep_id else 'N/A'),
- ('Sale Order', sale_order.name),
- ])],
- button_url=f'{sale_order.get_base_url()}/web#id={sale_order.id}&model=sale.order&view_type=form',
- button_text='View Sale Order',
- )
-
- # Send email
- mail_values = {
- 'subject': f'Accessibility Assessment Completed: {type_label} - {self.client_name}',
- 'body_html': body,
- 'email_to': office_emails,
- 'email_from': self.env.company.email or 'noreply@example.com',
- }
-
- try:
- mail = self.env['mail.mail'].sudo().create(mail_values)
- mail.send()
- _logger.info(f"Sent accessibility assessment completion email to {office_emails}")
- except Exception as e:
- _logger.error(f"Failed to send assessment completion email: {e}")
-
- def _schedule_followup_activity(self, sale_order):
- """Schedule a follow-up activity for the sales rep"""
- self.ensure_one()
-
- if not self.sales_rep_id:
- return
-
- type_labels = dict(self._fields['assessment_type'].selection)
- type_label = type_labels.get(self.assessment_type, 'Accessibility')
-
- # Get the "To Do" activity type
- activity_type = self.env.ref('mail.mail_activity_data_todo', raise_if_not_found=False)
- if not activity_type:
- _logger.warning("Could not find 'To Do' activity type")
- return
-
- # Schedule activity for tomorrow
- due_date = fields.Date.today() + timedelta(days=1)
-
- try:
- sale_order.activity_schedule(
- activity_type_id=activity_type.id,
- date_deadline=due_date,
- user_id=self.sales_rep_id.id,
- summary=f'Follow up on {type_label} Assessment',
- note=f'Assessment {self.reference} for {self.client_name} has been completed. Please follow up with the client.',
- )
- _logger.info(f"Scheduled follow-up activity for {self.sales_rep_id.name} on SO {sale_order.name}")
- except Exception as e:
- _logger.error(f"Failed to schedule follow-up activity: {e}")
-
- def _ensure_partner(self):
- """Find or create a partner for the client"""
- self.ensure_one()
- Partner = self.env['res.partner'].sudo()
-
- # First, try to find existing partner by email
- if self.client_email:
- existing = Partner.search([('email', '=ilike', self.client_email)], limit=1)
- if existing:
- return existing
-
- # Create new partner
- partner_vals = {
- 'name': self.client_name,
- 'email': self.client_email,
- 'phone': self.client_phone,
- 'street': self.client_address_street or self.client_address,
- 'street2': self.client_unit or False,
- 'city': self.client_address_city,
- 'zip': self.client_address_postal,
- 'customer_rank': 1,
- }
-
- # Set province/state if provided
- if self.client_address_province:
- state = self.env['res.country.state'].sudo().search([
- ('code', '=ilike', self.client_address_province),
- ('country_id.code', '=', 'CA'),
- ], limit=1)
- if state:
- partner_vals['state_id'] = state.id
- partner_vals['country_id'] = state.country_id.id
- else:
- # Default to Canada
- canada = self.env.ref('base.ca', raise_if_not_found=False)
- if canada:
- partner_vals['country_id'] = canada.id
-
- partner = Partner.create(partner_vals)
- _logger.info(f"Created partner {partner.name} from accessibility assessment {self.reference}")
- return partner
-
- def _create_draft_sale_order(self, partner):
- """Create a draft sale order from the assessment"""
- self.ensure_one()
-
- SaleOrder = self.env['sale.order'].sudo()
-
- type_labels = dict(self._fields['assessment_type'].selection)
- type_label = type_labels.get(self.assessment_type, 'Accessibility')
-
- so_vals = {
- 'partner_id': partner.id,
- 'user_id': self.sales_rep_id.id if self.sales_rep_id else self.env.user.id,
- 'state': 'draft',
- 'origin': f'Accessibility: {self.reference} ({type_label})',
- 'x_fc_sale_type': 'direct_private', # Accessibility items typically private pay
- }
-
- sale_order = SaleOrder.create(so_vals)
- _logger.info(f"Created draft sale order {sale_order.name} from accessibility assessment {self.reference}")
-
- # Post assessment details to chatter
- assessment_html = self._format_assessment_html_table()
- sale_order.message_post(
- body=Markup(assessment_html),
- message_type='comment',
- subtype_xmlid='mail.mt_note',
- )
-
- return sale_order
-
- def _format_assessment_html_table(self):
- """Format assessment details as HTML for chatter"""
- type_labels = dict(self._fields['assessment_type'].selection)
- type_label = type_labels.get(self.assessment_type, 'Unknown')
-
- html = f'''
- - {len(attachment_ids)} photo(s) from {type_label} Assessment ({self.reference}) -
-
-
-
-
-
-
-
-
-
'
- return html
-
- def action_cancel(self):
- """Cancel the assessment"""
- self.ensure_one()
- self.write({'state': 'cancelled'})
-
- def action_reset_to_draft(self):
- """Reset to draft state"""
- self.ensure_one()
- self.write({'state': 'draft'})
diff --git a/fusion_authorizer_portal/fusion_authorizer_portal/models/adp_document.py b/fusion_authorizer_portal/fusion_authorizer_portal/models/adp_document.py
deleted file mode 100644
index 9108fd8..0000000
--- a/fusion_authorizer_portal/fusion_authorizer_portal/models/adp_document.py
+++ /dev/null
@@ -1,183 +0,0 @@
-# -*- coding: utf-8 -*-
-
-from odoo import api, fields, models, _
-from odoo.exceptions import UserError
-import base64
-import logging
-
-_logger = logging.getLogger(__name__)
-
-
-class ADPDocument(models.Model):
- _name = 'fusion.adp.document'
- _description = 'ADP Application Document'
- _order = 'upload_date desc, revision desc'
- _rec_name = 'display_name'
-
- # Relationships
- sale_order_id = fields.Many2one(
- 'sale.order',
- string='Sale Order',
- ondelete='cascade',
- index=True,
- )
-
- assessment_id = fields.Many2one(
- 'fusion.assessment',
- string='Assessment',
- ondelete='cascade',
- index=True,
- )
-
- # Document Type
- document_type = fields.Selection([
- ('full_application', 'Full ADP Application (14 pages)'),
- ('pages_11_12', 'Pages 11 & 12 (Signature Pages)'),
- ('page_11', 'Page 11 Only (Authorizer Signature)'),
- ('page_12', 'Page 12 Only (Client Signature)'),
- ('submitted_final', 'Final Submitted Application'),
- ('assessment_report', 'Assessment Report'),
- ('assessment_signed', 'Signed Pages from Assessment'),
- ('other', 'Other Document'),
- ], string='Document Type', required=True, default='full_application')
-
- # File Data
- file = fields.Binary(
- string='File',
- required=True,
- attachment=True,
- )
-
- filename = fields.Char(
- string='Filename',
- required=True,
- )
-
- file_size = fields.Integer(
- string='File Size (bytes)',
- compute='_compute_file_size',
- store=True,
- )
-
- mimetype = fields.Char(
- string='MIME Type',
- default='application/pdf',
- )
-
- # Revision Tracking
- revision = fields.Integer(
- string='Revision',
- default=1,
- readonly=True,
- )
-
- revision_note = fields.Text(
- string='Revision Note',
- help='Notes about what changed in this revision',
- )
-
- is_current = fields.Boolean(
- string='Is Current Version',
- default=True,
- index=True,
- )
-
- # Upload Information
- uploaded_by = fields.Many2one(
- 'res.users',
- string='Uploaded By',
- default=lambda self: self.env.user,
- readonly=True,
- )
-
- upload_date = fields.Datetime(
- string='Upload Date',
- default=fields.Datetime.now,
- readonly=True,
- )
-
- source = fields.Selection([
- ('authorizer', 'Authorizer Portal'),
- ('sales_rep', 'Sales Rep Portal'),
- ('internal', 'Internal User'),
- ('assessment', 'Assessment Form'),
- ], string='Source', default='internal')
-
- # Display
- display_name = fields.Char(
- string='Display Name',
- compute='_compute_display_name',
- store=True,
- )
-
- @api.depends('file')
- def _compute_file_size(self):
- for doc in self:
- if doc.file:
- doc.file_size = len(base64.b64decode(doc.file))
- else:
- doc.file_size = 0
-
- @api.depends('document_type', 'filename', 'revision')
- def _compute_display_name(self):
- type_labels = dict(self._fields['document_type'].selection)
- for doc in self:
- type_label = type_labels.get(doc.document_type, doc.document_type)
- doc.display_name = f"{type_label} - v{doc.revision} ({doc.filename or 'No file'})"
-
- @api.model_create_multi
- def create(self, vals_list):
- """Override create to handle revision numbering"""
- for vals in vals_list:
- # Find existing documents of the same type for the same order/assessment
- domain = [('document_type', '=', vals.get('document_type'))]
-
- if vals.get('sale_order_id'):
- domain.append(('sale_order_id', '=', vals.get('sale_order_id')))
- if vals.get('assessment_id'):
- domain.append(('assessment_id', '=', vals.get('assessment_id')))
-
- existing = self.search(domain, order='revision desc', limit=1)
-
- if existing:
- # Mark existing as not current and increment revision
- existing.is_current = False
- vals['revision'] = existing.revision + 1
- else:
- vals['revision'] = 1
-
- vals['is_current'] = True
-
- return super().create(vals_list)
-
- def action_download(self):
- """Download the document"""
- self.ensure_one()
- return {
- 'type': 'ir.actions.act_url',
- 'url': f'/web/content/{self._name}/{self.id}/file/{self.filename}?download=true',
- 'target': 'self',
- }
-
- def get_document_url(self):
- """Get the download URL for portal access"""
- self.ensure_one()
- return f'/my/authorizer/document/{self.id}/download'
-
- @api.model
- def get_documents_for_order(self, sale_order_id, document_type=None, current_only=True):
- """Get documents for a sale order, optionally filtered by type"""
- domain = [('sale_order_id', '=', sale_order_id)]
- if document_type:
- domain.append(('document_type', '=', document_type))
- if current_only:
- domain.append(('is_current', '=', True))
- return self.search(domain, order='document_type, revision desc')
-
- @api.model
- def get_revision_history(self, sale_order_id, document_type):
- """Get all revisions of a specific document type"""
- return self.search([
- ('sale_order_id', '=', sale_order_id),
- ('document_type', '=', document_type),
- ], order='revision desc')
diff --git a/fusion_authorizer_portal/fusion_authorizer_portal/models/assessment.py b/fusion_authorizer_portal/fusion_authorizer_portal/models/assessment.py
deleted file mode 100644
index be76e66..0000000
--- a/fusion_authorizer_portal/fusion_authorizer_portal/models/assessment.py
+++ /dev/null
@@ -1,1633 +0,0 @@
-# -*- coding: utf-8 -*-
-
-from odoo import api, fields, models, _
-from odoo.exceptions import UserError, ValidationError
-from markupsafe import Markup
-from datetime import datetime, timedelta
-import base64
-import json
-import logging
-
-_logger = logging.getLogger(__name__)
-
-
-class FusionAssessment(models.Model):
- _name = 'fusion.assessment'
- _description = 'ADP Assessment'
- _inherit = ['mail.thread', 'mail.activity.mixin', 'fusion.email.builder.mixin']
- _order = 'assessment_date desc, id desc'
- _rec_name = 'display_name'
-
- # Status
- state = fields.Selection([
- ('draft', 'In Progress'),
- ('pending_signature', 'Pending Signatures'),
- ('completed', 'Completed'),
- ('cancelled', 'Cancelled'),
- ], string='Status', default='draft', tracking=True, index=True)
-
- display_name = fields.Char(
- string='Display Name',
- compute='_compute_display_name',
- store=True,
- )
-
- # Reference
- reference = fields.Char(
- string='Reference',
- readonly=True,
- copy=False,
- default=lambda self: _('New'),
- )
-
- # ===== EXPRESS FORM: EQUIPMENT TYPE =====
- equipment_type = fields.Selection([
- ('rollator', 'Rollator'),
- ('wheelchair', 'Wheelchair'),
- ('powerchair', 'Powerchair'),
- ], string='Equipment Type', tracking=True, index=True)
-
- # Rollator Types
- rollator_type = fields.Selection([
- ('type_1', 'Type 1'),
- ('type_2', 'Type 2'),
- ('type_3', 'Type 3'),
- ], string='Rollator Type')
-
- # Wheelchair Types (Adult Manual)
- wheelchair_type = fields.Selection([
- ('type_1', 'Type 1 - Adult Manual Standard Wheelchair'),
- ('type_2', 'Type 2 - Adult Manual Lightweight Wheelchair'),
- ('type_3', 'Type 3 - Adult Manual Ultra Lightweight Wheelchair'),
- ('type_4', 'Type 4 - Adult Manual Tilt Wheelchair'),
- ('type_5', 'Type 5 - Adult Manual Dynamic Tilt Wheelchair'),
- ], string='Wheelchair Type')
-
- # Powerchair Types
- powerchair_type = fields.Selection([
- ('type_1', 'Adult Power Base Type 1'),
- ('type_2', 'Adult Power Base Type 2'),
- ('type_3', 'Adult Power Base Type 3'),
- ], string='Powerchair Type')
-
- # ===== EXPRESS FORM: ROLLATOR MEASUREMENTS =====
- rollator_handle_height = fields.Float(string='Handle Height (inches)', digits=(10, 2))
- rollator_seat_height = fields.Float(string='Seat Height (inches)', digits=(10, 2))
-
- # ===== EXPRESS FORM: ROLLATOR ADDONS =====
- rollator_addons = fields.Text(
- string='Rollator Addons',
- help='Comma-separated list of selected rollator addons',
- )
-
- # ===== EXPRESS FORM: WHEELCHAIR/POWERCHAIR MEASUREMENTS =====
- legrest_length = fields.Float(string='Legrest Length (inches)', digits=(10, 2))
- cane_height = fields.Float(string='Cane Height (inches)', digits=(10, 2), help='Ground to Canes')
-
- # ===== EXPRESS FORM: WHEELCHAIR OPTIONS =====
- frame_options = fields.Text(
- string='Frame Options',
- help='Comma-separated list: Recliner Option, Dynamic Tilt Frame, Titanium Frame',
- )
-
- wheel_options = fields.Text(
- string='Wheel Options/Addons',
- help='Comma-separated list of wheel options',
- )
-
- legrest_options = fields.Text(
- string='Legrest Accessories',
- help='Comma-separated list of legrest accessories',
- )
-
- additional_adp_options = fields.Text(
- string='Additional ADP Funded Options',
- help='Comma-separated list of additional ADP options',
- )
-
- seatbelt_type = fields.Selection([
- ('standard', 'Standard Belt - No Padding'),
- ('padded', 'Padded Belt - Positioning Belts (Modular)'),
- ('4point', '4 Point Seat Belt - Positioning Belts (Modular)'),
- ('chest_harness', 'Chest Harness - Positioning Belts (Modular)'),
- ('additional_pads', 'Additional Pads - Positioning Belts (Custom)'),
- ], string='Seat Belt Type')
-
- # ===== EXPRESS FORM: POWERCHAIR OPTIONS =====
- powerchair_options = fields.Text(
- string='Powerchair Additional Options',
- help='Comma-separated list of powerchair additional ADP options',
- )
-
- specialty_controls = fields.Text(
- string='Specialty Components',
- help='Comma-separated list of specialty controls (rationale required)',
- )
-
- # ===== EXPRESS FORM: ADDITIONAL INFO =====
- additional_customization = fields.Text(
- string='Additional Information/Customization',
- help='Free-form notes for customization requirements',
- )
-
- cushion_info = fields.Char(
- string='Cushion',
- help='Cushion details for wheelchair/powerchair',
- )
-
- backrest_info = fields.Char(
- string='Backrest',
- help='Backrest details for wheelchair/powerchair',
- )
-
- # ===== EXPRESS FORM: KEY DATES (map to SO x_fc_ fields) =====
- assessment_start_date = fields.Date(
- string='Assessment Start Date',
- tracking=True,
- )
- assessment_end_date = fields.Date(
- string='Assessment End Date',
- tracking=True,
- )
- claim_authorization_date = fields.Date(
- string='Claim Authorization Date',
- tracking=True,
- )
-
- # ===== EXPRESS FORM: CLIENT TYPE =====
- client_type = fields.Selection([
- ('reg', 'REG - Regular ADP'),
- ('ods', 'ODS - ODSP'),
- ('acs', 'ACS - ACSD'),
- ('owp', 'OWP - Ontario Works'),
- ], string='Client Type', default='reg',
- help='REG = ADP only, ODS/ACS/OWP = ADP + ODSP')
-
- # ===== EXPRESS FORM: REASON FOR APPLICATION =====
- reason_for_application = fields.Selection([
- ('first_access', 'First Time Access - NO previous ADP'),
- ('additions', 'Additions'),
- ('mod_non_adp', 'Modification/Upgrade - Original NOT through ADP'),
- ('mod_adp', 'Modification/Upgrade - Original through ADP'),
- ('replace_status', 'Replacement - Change in Status'),
- ('replace_size', 'Replacement - Change in Body Size'),
- ('replace_worn', 'Replacement - Worn out (past useful life)'),
- ('replace_lost', 'Replacement - Lost'),
- ('replace_stolen', 'Replacement - Stolen'),
- ('replace_damaged', 'Replacement - Damaged beyond repair'),
- ('replace_no_longer_meets', 'Replacement - No longer meets needs'),
- ('growth', 'Growth/Change in condition'),
- ], string='Reason for Application')
-
- previous_funding_date = fields.Date(
- string='Previous Funding Date',
- help='Date of previous ADP funding (for replacements)',
- )
-
- # ===== EXPRESS FORM: CLIENT BIOGRAPHIC (enhanced) =====
- client_middle_name = fields.Char(string='Middle Name')
- client_health_card_version = fields.Char(string='Health Card Version', help='Version code on health card')
-
- # ===== CLIENT INFORMATION =====
- client_name = fields.Char(
- string='Client Name',
- required=True,
- tracking=True,
- )
- client_first_name = fields.Char(string='First Name')
- client_last_name = fields.Char(string='Last Name')
-
- client_address = fields.Text(string='Address')
- client_street = fields.Char(string='Street')
- client_unit = fields.Char(string='Unit/Apt/Suite')
- client_city = fields.Char(string='City')
- client_state = fields.Char(string='Province/State', default='Ontario')
- client_postal_code = fields.Char(string='Postal Code')
- client_country_id = fields.Many2one('res.country', string='Country', default=lambda self: self.env.ref('base.ca', raise_if_not_found=False))
-
- client_phone = fields.Char(string='Phone')
- client_mobile = fields.Char(string='Mobile')
- client_email = fields.Char(string='Email')
-
- client_dob = fields.Date(string='Date of Birth')
- client_health_card = fields.Char(string='Health Card Number')
-
- # Link to existing partner or create new
- partner_id = fields.Many2one(
- 'res.partner',
- string='Client Partner',
- help='Link to existing customer record',
- )
- create_new_partner = fields.Boolean(
- string='Create New Client',
- default=True,
- help='If checked, a new customer record will be created on completion',
- )
-
- # Client References (for searchability)
- client_reference_1 = fields.Char(string='Client Reference 1')
- client_reference_2 = fields.Char(string='Client Reference 2')
-
- # ===== ASSESSMENT PARTICIPANTS =====
- sales_rep_id = fields.Many2one(
- 'res.users',
- string='Sales Rep',
- default=lambda self: self.env.user,
- tracking=True,
- )
-
- authorizer_id = fields.Many2one(
- 'res.partner',
- string='Authorizer/OT',
- tracking=True,
- help='The Occupational Therapist or Authorizer conducting the assessment',
- )
-
- # ===== ASSESSMENT DATE/LOCATION =====
- assessment_date = fields.Datetime(
- string='Assessment Date',
- default=fields.Datetime.now,
- required=True,
- tracking=True,
- )
-
- assessment_location = fields.Selection([
- ('home', 'Client Home'),
- ('clinic', 'Clinic/Office'),
- ('hospital', 'Hospital'),
- ('ltc', 'Long Term Care'),
- ('other', 'Other'),
- ], string='Location Type', default='home')
-
- assessment_location_notes = fields.Text(string='Location Notes')
-
- # ===== WHEELCHAIR SPECIFICATIONS =====
- # Measurements (in inches)
- seat_width = fields.Float(string='Seat Width (inches)', digits=(10, 2))
- seat_depth = fields.Float(string='Seat Depth (inches)', digits=(10, 2))
- seat_to_floor_height = fields.Float(string='Seat to Floor Height (inches)', digits=(10, 2))
- back_height = fields.Float(string='Back Height (inches)', digits=(10, 2))
- armrest_height = fields.Float(string='Armrest Height (inches)', digits=(10, 2))
- footrest_length = fields.Float(string='Footrest Length (inches)', digits=(10, 2))
-
- # Additional Measurements
- overall_width = fields.Float(string='Overall Width (inches)', digits=(10, 2))
- overall_length = fields.Float(string='Overall Length (inches)', digits=(10, 2))
- overall_height = fields.Float(string='Overall Height (inches)', digits=(10, 2))
- seat_angle = fields.Float(string='Seat Angle (degrees)', digits=(10, 1))
- back_angle = fields.Float(string='Back Angle (degrees)', digits=(10, 1))
-
- # Client Measurements
- client_weight = fields.Float(string='Client Weight (lbs)', digits=(10, 1))
- client_height = fields.Float(string='Client Height (inches)', digits=(10, 1))
-
- # ===== PRODUCT TYPES =====
- cushion_type = fields.Selection([
- ('foam', 'Foam'),
- ('gel', 'Gel'),
- ('air', 'Air'),
- ('hybrid', 'Hybrid'),
- ('custom', 'Custom Molded'),
- ('other', 'Other'),
- ], string='Cushion Type')
- cushion_notes = fields.Text(string='Cushion Notes')
-
- backrest_type = fields.Selection([
- ('standard', 'Standard'),
- ('adjustable', 'Adjustable Tension'),
- ('solid', 'Solid Back'),
- ('contoured', 'Contoured'),
- ('custom', 'Custom'),
- ('other', 'Other'),
- ], string='Backrest Type')
- backrest_notes = fields.Text(string='Backrest Notes')
-
- frame_type = fields.Selection([
- ('folding', 'Folding'),
- ('rigid', 'Rigid'),
- ('tilt', 'Tilt-in-Space'),
- ('reclining', 'Reclining'),
- ('standing', 'Standing'),
- ('power', 'Power'),
- ('other', 'Other'),
- ], string='Frame Type')
- frame_notes = fields.Text(string='Frame Notes')
-
- wheel_type = fields.Selection([
- ('pneumatic', 'Pneumatic'),
- ('solid', 'Solid'),
- ('flat_free', 'Flat-Free'),
- ('mag', 'Mag Wheels'),
- ('spoke', 'Spoke Wheels'),
- ('other', 'Other'),
- ], string='Wheel Type')
- wheel_notes = fields.Text(string='Wheel Notes')
-
- # ===== ACCESSIBILITY/MOBILITY NEEDS =====
- mobility_notes = fields.Text(
- string='Mobility Needs',
- help='Document the client mobility needs and challenges',
- )
-
- accessibility_notes = fields.Text(
- string='Accessibility Notes',
- help='Document accessibility requirements and home environment',
- )
-
- special_requirements = fields.Text(
- string='Special Requirements',
- help='Any special requirements or customizations needed',
- )
-
- diagnosis = fields.Text(
- string='Diagnosis/Condition',
- help='Relevant medical diagnosis or conditions',
- )
-
- # ===== PAGE 11: CONSENT & DECLARATION =====
- consent_signed_by = fields.Selection([
- ('applicant', 'Applicant'),
- ('agent', 'Agent'),
- ], string='Consent Signed By', default='applicant',
- help='Who signed the ADP consent declaration')
-
- consent_declaration_accepted = fields.Boolean(
- string='Consent Declaration Accepted',
- help='Whether the consent declaration checkbox was checked',
- )
- consent_date = fields.Date(
- string='Consent Date',
- help='Date the consent was signed',
- )
-
- # Agent info (only if consent_signed_by == 'agent')
- agent_relationship = fields.Selection([
- ('spouse', 'Spouse'),
- ('parent', 'Parent(s)'),
- ('child', 'Child'),
- ('power_of_attorney', 'Power of Attorney'),
- ('public_guardian', 'Public Guardian/Trustee'),
- ], string='Agent Relationship')
- agent_first_name = fields.Char(string='Agent First Name')
- agent_last_name = fields.Char(string='Agent Last Name')
- agent_middle_initial = fields.Char(string='Agent Middle Initial')
- agent_unit = fields.Char(string='Agent Unit')
- agent_street_number = fields.Char(string='Agent Street Number')
- agent_street_name = fields.Char(string='Agent Street Name')
- agent_city = fields.Char(string='Agent City')
- agent_province = fields.Char(string='Agent Province', default='Ontario')
- agent_postal_code = fields.Char(string='Agent Postal Code')
- agent_home_phone = fields.Char(string='Agent Home Phone')
- agent_business_phone = fields.Char(string='Agent Business Phone')
- agent_phone_ext = fields.Char(string='Agent Phone Ext')
-
- # Generated filled PDF from template engine
- signed_page_11_pdf = fields.Binary(string='Signed Page 11 PDF')
- signed_page_11_pdf_filename = fields.Char(string='Signed Page 11 Filename')
-
- # ===== SIGNATURES =====
- signature_page_11 = fields.Binary(
- string='Page 11 Signature (Authorizer)',
- help='Digital signature for ADP Application Page 11',
- )
- signature_page_11_name = fields.Char(string='Page 11 Signer Name')
- signature_page_11_date = fields.Datetime(string='Page 11 Signed Date')
-
- signature_page_12 = fields.Binary(
- string='Page 12 Signature (Client)',
- help='Digital signature for ADP Application Page 12',
- )
- signature_page_12_name = fields.Char(string='Page 12 Signer Name')
- signature_page_12_date = fields.Datetime(string='Page 12 Signed Date')
-
- signatures_complete = fields.Boolean(
- string='Signatures Complete',
- compute='_compute_signatures_complete',
- store=True,
- )
-
- # ===== RELATIONSHIPS =====
- document_ids = fields.One2many(
- 'fusion.adp.document',
- 'assessment_id',
- string='Documents',
- )
-
- comment_ids = fields.One2many(
- 'fusion.authorizer.comment',
- 'assessment_id',
- string='Comments',
- )
-
- sale_order_id = fields.Many2one(
- 'sale.order',
- string='Created Sale Order',
- readonly=True,
- copy=False,
- )
-
- # ===== COMPUTED FIELDS =====
- document_count = fields.Integer(
- string='Document Count',
- compute='_compute_document_count',
- )
-
- @api.depends('client_name', 'reference', 'equipment_type')
- def _compute_display_name(self):
- equipment_labels = {'rollator': 'Rollator', 'wheelchair': 'Wheelchair', 'powerchair': 'Powerchair'}
- for assessment in self:
- if assessment.reference and assessment.reference != 'New':
- equip = equipment_labels.get(assessment.equipment_type, '')
- equip_suffix = f' ({equip})' if equip else ''
- assessment.display_name = f"{assessment.reference} - {assessment.client_name or 'Unknown'}{equip_suffix}"
- else:
- assessment.display_name = assessment.client_name or _('New Assessment')
-
- @api.depends('signature_page_11', 'signature_page_12')
- def _compute_signatures_complete(self):
- for assessment in self:
- assessment.signatures_complete = bool(assessment.signature_page_11 and assessment.signature_page_12)
-
- @api.depends('document_ids')
- def _compute_document_count(self):
- for assessment in self:
- assessment.document_count = len(assessment.document_ids)
-
- @api.model_create_multi
- def create(self, vals_list):
- """Override create to generate reference number"""
- for vals in vals_list:
- if vals.get('reference', 'New') == 'New':
- vals['reference'] = self.env['ir.sequence'].next_by_code('fusion.assessment') or 'New'
- return super().create(vals_list)
-
- def action_mark_pending_signature(self):
- """Move to pending signature state"""
- self.ensure_one()
- self.state = 'pending_signature'
- return True
-
- def action_complete(self):
- """Complete the assessment and create draft sale order"""
- self.ensure_one()
-
- if not self.signatures_complete:
- raise UserError(_('Please ensure both Page 11 and Page 12 signatures are captured before completing.'))
-
- # Create or link partner
- partner = self._ensure_partner()
-
- # Create draft sale order
- sale_order = self._create_draft_sale_order(partner)
-
- # Generate signed documents
- self._generate_signed_documents()
-
- # Update state
- self.write({
- 'state': 'completed',
- 'sale_order_id': sale_order.id,
- 'partner_id': partner.id,
- })
-
- # Send notifications
- self._send_completion_notifications()
-
- return {
- 'type': 'ir.actions.act_window',
- 'name': _('Created Sale Order'),
- 'res_model': 'sale.order',
- 'res_id': sale_order.id,
- 'view_mode': 'form',
- 'target': 'current',
- }
-
- def action_complete_express(self):
- """Complete express assessment and create draft sale order (no signatures required)"""
- self.ensure_one()
-
- # Validate required fields
- if not self.equipment_type:
- raise UserError(_('Please select an equipment type.'))
- if not self.authorizer_id:
- raise UserError(_('Please select an authorizer.'))
- if not self.client_name:
- raise UserError(_('Please enter the client name.'))
-
- # Create or link partner
- partner = self._ensure_partner()
-
- # Create draft sale order
- sale_order = self._create_draft_sale_order(partner)
-
- # Update state
- self.write({
- 'state': 'completed',
- 'sale_order_id': sale_order.id,
- 'partner_id': partner.id,
- })
-
- _logger.info(f"Completed express assessment {self.reference}, created SO {sale_order.name}")
-
- return sale_order
-
- def action_cancel(self):
- """Cancel the assessment"""
- self.ensure_one()
- self.state = 'cancelled'
- return True
-
- def action_reset_draft(self):
- """Reset to draft state"""
- self.ensure_one()
- self.state = 'draft'
- return True
-
- def _ensure_partner(self):
- """Ensure a partner exists for the client, create if needed"""
- self.ensure_one()
-
- if self.partner_id:
- return self.partner_id
-
- if not self.create_new_partner:
- raise UserError(_('Please select an existing client or check "Create New Client".'))
-
- # Build address
- address_parts = []
- if self.client_street:
- address_parts.append(self.client_street)
- if self.client_city:
- address_parts.append(self.client_city)
- if self.client_state:
- address_parts.append(self.client_state)
- if self.client_postal_code:
- address_parts.append(self.client_postal_code)
-
- partner_vals = {
- 'name': self.client_name,
- 'street': self.client_street or '',
- 'street2': self.client_unit or False,
- 'city': self.client_city or '',
- 'zip': self.client_postal_code or '',
- 'phone': self.client_phone or '',
- 'email': self.client_email or '',
- 'customer_rank': 1,
- }
-
- if self.client_country_id:
- partner_vals['country_id'] = self.client_country_id.id
-
- partner = self.env['res.partner'].sudo().create(partner_vals)
- _logger.info(f"Created new partner {partner.name} (ID: {partner.id}) from assessment {self.reference}")
-
- return partner
-
- def _create_draft_sale_order(self, partner):
- """Create a draft sale order from the assessment"""
- self.ensure_one()
-
- SaleOrder = self.env['sale.order'].sudo()
- CrmTag = self.env['crm.tag'].sudo()
-
- # Determine sale type based on client type
- # REG = ADP only, ODS/ACS/OWP = ADP + ODSP
- sale_type = 'adp'
- if self.client_type in ['ods', 'acs', 'owp']:
- sale_type = 'adp_odsp'
-
- # Determine the correct workflow status for the SO.
- # The write() auto-transition (assessment_completed -> waiting_for_application)
- # does NOT fire during create(), so we set the final target status directly.
- if self.assessment_start_date and self.assessment_end_date:
- # Both dates filled = assessment completed -> advance to waiting_for_application
- target_status = 'waiting_for_application'
- elif self.assessment_start_date:
- # Only start date = assessment is scheduled
- target_status = 'assessment_scheduled'
- else:
- target_status = 'quotation'
-
- # Prepare values
- so_vals = {
- 'partner_id': partner.id,
- 'user_id': self.sales_rep_id.id if self.sales_rep_id else self.env.user.id,
- 'state': 'draft',
- 'origin': f'Assessment: {self.reference}',
- 'x_fc_sale_type': sale_type,
- # Issue 2 fix: Set assessment back-link for traceability
- 'assessment_id': self.id,
- # Set the correct workflow status directly
- 'x_fc_adp_application_status': target_status,
- }
-
- # Set authorizer if available
- if self.authorizer_id:
- so_vals['x_fc_authorizer_id'] = self.authorizer_id.id
-
- # Set client references if available
- if self.client_reference_1:
- so_vals['x_fc_client_ref_1'] = self.client_reference_1
- if self.client_reference_2:
- so_vals['x_fc_client_ref_2'] = self.client_reference_2
-
- # Map assessment dates to SO x_fc_ fields
- if self.assessment_start_date:
- so_vals['x_fc_assessment_start_date'] = self.assessment_start_date
- if self.assessment_end_date:
- so_vals['x_fc_assessment_end_date'] = self.assessment_end_date
- if self.claim_authorization_date:
- so_vals['x_fc_claim_authorization_date'] = self.claim_authorization_date
-
- # Map reason for application
- if self.reason_for_application:
- so_vals['x_fc_reason_for_application'] = self.reason_for_application
- if self.previous_funding_date:
- so_vals['x_fc_previous_funding_date'] = self.previous_funding_date
-
- # Map client type (assessment uses lowercase, sale.order uses uppercase)
- if self.client_type:
- client_type_map = {
- 'reg': 'REG',
- 'ods': 'ODS',
- 'acs': 'ACS',
- 'owp': 'OWP',
- }
- so_vals['x_fc_client_type'] = client_type_map.get(self.client_type, self.client_type.upper())
-
- # =====================================================================
- # Issue 3 & 4 fix: Map Page 11 consent & signature tracking to SO
- # =====================================================================
- if self.consent_signed_by:
- # Map consent_signed_by to x_fc_page11_signer_type
- if self.consent_signed_by == 'applicant':
- so_vals['x_fc_page11_signer_type'] = 'client'
- so_vals['x_fc_page11_signer_name'] = self.client_name or ''
- elif self.consent_signed_by == 'agent':
- # Map agent_relationship to signer_type
- agent_type_map = {
- 'spouse': 'spouse',
- 'parent': 'parent',
- 'child': 'legal_guardian',
- 'power_of_attorney': 'poa',
- 'public_guardian': 'public_trustee',
- }
- so_vals['x_fc_page11_signer_type'] = agent_type_map.get(
- self.agent_relationship, 'legal_guardian'
- )
- agent_name = f"{self.agent_first_name or ''} {self.agent_last_name or ''}".strip()
- so_vals['x_fc_page11_signer_name'] = agent_name or self.client_name or ''
- if self.agent_relationship:
- relationship_labels = dict(self._fields['agent_relationship'].selection)
- so_vals['x_fc_page11_signer_relationship'] = relationship_labels.get(
- self.agent_relationship, self.agent_relationship
- )
-
- if self.consent_date:
- so_vals['x_fc_page11_signed_date'] = self.consent_date
-
- # Build tags list
- tag_ids = []
-
- # Always add ADP tag
- adp_tag = CrmTag.search([('name', 'ilike', 'ADP')], limit=1)
- if adp_tag:
- tag_ids.append(adp_tag.id)
-
- # Add equipment type tag based on selection
- equipment_tag_name = None
- if self.equipment_type == 'wheelchair' and self.wheelchair_type:
- type_map = {
- 'type_1': 'TYPE 1 WHEELCHAIR',
- 'type_2': 'TYPE 2 WHEELCHAIR',
- 'type_3': 'TYPE 3 WHEELCHAIR',
- 'type_4': 'TYPE 4 WHEELCHAIR',
- 'type_5': 'TYPE 5 WHEELCHAIR',
- }
- equipment_tag_name = type_map.get(self.wheelchair_type)
- elif self.equipment_type == 'rollator' and self.rollator_type:
- type_map = {
- 'type_1': 'TYPE 1 ROLLATOR',
- 'type_2': 'TYPE 2 ROLLATOR',
- 'type_3': 'TYPE 3 ROLLATOR',
- }
- equipment_tag_name = type_map.get(self.rollator_type)
- elif self.equipment_type == 'powerchair' and self.powerchair_type:
- type_map = {
- 'type_1': 'TYPE 1 POWERCHAIR',
- 'type_2': 'TYPE 2 POWERCHAIR',
- 'type_3': 'TYPE 3 POWERCHAIR',
- }
- equipment_tag_name = type_map.get(self.powerchair_type)
-
- # Find or create the equipment tag
- if equipment_tag_name:
- equipment_tag = CrmTag.search([('name', 'ilike', equipment_tag_name)], limit=1)
- if not equipment_tag:
- # Create the tag if it doesn't exist
- equipment_tag = CrmTag.create({'name': equipment_tag_name})
- _logger.info(f"Created new CRM tag: {equipment_tag_name}")
- tag_ids.append(equipment_tag.id)
-
- # Add tags to sale order values
- if tag_ids:
- so_vals['tag_ids'] = [(6, 0, tag_ids)]
-
- sale_order = SaleOrder.create(so_vals)
- _logger.info(f"Created draft sale order {sale_order.name} from assessment {self.reference} "
- f"with sale_type={sale_type}, status={target_status}")
-
- # =====================================================================
- # Issue 6 fix: Post workflow-consistent chatter messages
- # =====================================================================
- # Post a workflow status message matching what backend wizards would generate
- equipment_labels = {
- 'rollator': 'Rollator', 'wheelchair': 'Wheelchair', 'powerchair': 'Powerchair',
- }
- equipment_label = equipment_labels.get(self.equipment_type, 'Equipment')
- sales_rep_name = self.sales_rep_id.name if self.sales_rep_id else self.env.user.name
- authorizer_name = self.authorizer_id.name if self.authorizer_id else 'N/A'
-
- workflow_msg = Markup(
- 'Accessibility Assessment: {type_label}
-Reference: {self.reference}
- Client: {self.client_name}
- Address: {self.client_address or 'N/A'}
- Date: {self.assessment_date}
-
Straight Stair Lift Details:
--
-
Features:
--
- {'
-
Curved Stair Lift Details:
--
-
Features:
--
- {'
-
Vertical Platform Lift Details:
--
-
-
Ceiling Lift Details:
--
-
-
Custom Ramp Details:
--
-
-
Bathroom Modification Description:
-{self.bathroom_description or 'No description provided.'}
- ''' - - elif self.assessment_type == 'tub_cutout': - html += f''' --
Tub Cutout Details:
--
-
Additional Supplies:
-{self.tub_additional_supplies or 'None specified.'}
- ''' - - # Add general notes - if self.notes: - html += f''' --
Notes:
-{self.notes}
- ''' - - html += ''
- '
'
- )
- sale_order.message_post(
- body=workflow_msg,
- message_type='notification',
- subtype_xmlid='mail.mt_note',
- )
-
- # Post assessment details to chatter as HTML table
- assessment_html = self._format_assessment_html_table()
- sale_order.message_post(
- body=Markup(assessment_html),
- message_type='comment',
- subtype_xmlid='mail.mt_note',
- )
-
- # =====================================================================
- # Issue 4 fix: Post consent & agent details to chatter
- # =====================================================================
- if self.consent_signed_by:
- consent_label = 'Applicant' if self.consent_signed_by == 'applicant' else 'Agent'
- consent_parts = [
- f'Assessment Completed (Portal)
' - '- '
- f'
'
- '
'
- )
- sale_order.message_post(
- body=consent_msg,
- message_type='notification',
- subtype_xmlid='mail.mt_note',
- )
-
- # Send email notification to sales person and authorizer
- self._send_assessment_completed_email(sale_order)
-
- # Schedule follow-up activity for sales rep
- self._schedule_followup_activity(sale_order)
-
- return sale_order
-
- def _schedule_followup_activity(self, sale_order):
- """Schedule a follow-up activity for the sales rep"""
- self.ensure_one()
-
- sales_rep = self.sales_rep_id or self.env.user
- if not sales_rep:
- return
-
- # Get the "To Do" activity type
- activity_type = self.env.ref('mail.mail_activity_data_todo', raise_if_not_found=False)
- if not activity_type:
- _logger.warning("Could not find 'To Do' activity type")
- return
-
- # Get equipment type label
- equipment_labels = {
- 'wheelchair': 'Wheelchair',
- 'rollator': 'Rollator',
- 'powerchair': 'Powerchair',
- }
- equipment_label = equipment_labels.get(self.equipment_type, 'Equipment')
-
- # Schedule activity for tomorrow
- due_date = fields.Date.today() + timedelta(days=1)
-
- try:
- sale_order.activity_schedule(
- activity_type_id=activity_type.id,
- date_deadline=due_date,
- user_id=sales_rep.id,
- summary=f'Follow up on {equipment_label} Assessment',
- note=f'Assessment {self.reference} for {self.client_name} has been completed. Please follow up with the client and authorizer.',
- )
- _logger.info(f"Scheduled follow-up activity for {sales_rep.name} on SO {sale_order.name}")
- except Exception as e:
- _logger.error(f"Failed to schedule follow-up activity: {e}")
-
- def _send_assessment_completed_email(self, sale_order):
- """Send email notification to sales person, authorizer, and office about completed assessment.
- Includes the full assessment report so recipients can review without logging in."""
- self.ensure_one()
-
- if not self._email_is_enabled():
- return
-
- to_emails = []
- cc_emails = []
- if self.authorizer_id and self.authorizer_id.email:
- to_emails.append(self.authorizer_id.email)
- if self.sales_rep_id and self.sales_rep_id.email:
- cc_emails.append(self.sales_rep_id.email)
- company = self.env.company
- office_partners = company.sudo().x_fc_office_notification_ids
- cc_emails.extend([p.email for p in office_partners if p.email])
- if not to_emails and not cc_emails:
- return
-
- sales_rep_name = self.sales_rep_id.name if self.sales_rep_id else 'The Sales Team'
- assessment_date = self.assessment_end_date.strftime('%B %d, %Y') if self.assessment_end_date else 'Today'
- equipment_labels = {'rollator': 'Rollator', 'wheelchair': 'Wheelchair', 'powerchair': 'Powerchair'}
- equipment_label = equipment_labels.get(self.equipment_type, 'Equipment')
-
- # Build the detailed assessment report sections for the email
- report_sections = self._build_assessment_email_sections(sale_order, equipment_label, assessment_date)
-
- email_body = self._email_build(
- title='Assessment Completed',
- summary=f'The ADP assessment for {self.client_name} has been completed '
- f'on {assessment_date}. A draft sales order has been created. '
- f'The full assessment report is included below.',
- email_type='success',
- sections=report_sections,
- note='Next steps: Please submit the ADP application '
- '(including pages 11-12 signed by the client) so we can proceed with the claim submission.',
- button_url=f'{sale_order.get_base_url()}/web#id={sale_order.id}&model=sale.order&view_type=form',
- button_text='View Sale Order',
- sender_name=sales_rep_name,
- )
-
- email_to = ', '.join(to_emails) if to_emails else ', '.join(cc_emails[:1])
- email_cc = ', '.join(cc_emails) if to_emails else ', '.join(cc_emails[1:])
- try:
- self.env['mail.mail'].sudo().create({
- 'subject': f'Assessment Completed - {self.client_name} ({equipment_label}) - {sale_order.name}',
- 'body_html': email_body,
- 'email_to': email_to, 'email_cc': email_cc,
- 'model': 'sale.order', 'res_id': sale_order.id,
- 'auto_delete': True,
- }).send()
- chatter_body = Markup(
- 'Page 11 Consent Information
' - '- '
- + ''.join(consent_parts) +
- '
'
- f'Assessment Completed email sent'
- f'
'
- )
- sale_order.message_post(body=chatter_body, message_type='notification', subtype_xmlid='mail.mt_note')
- _logger.info(f"Sent assessment completed email for {self.reference}")
- except Exception as e:
- _logger.error(f"Failed to send assessment completed email: {e}")
-
- def _build_assessment_email_sections(self, sale_order, equipment_label, assessment_date):
- """Build comprehensive email sections with all assessment details.
- Returns a list of (heading, rows) tuples for _email_build()."""
- self.ensure_one()
-
- sections = []
-
- # --- Section 1: Overview ---
- overview_rows = [
- ('Reference', self.reference),
- ('Sales Order', sale_order.name),
- ('Client', self.client_name),
- ('Equipment', equipment_label),
- ('Assessment Date', assessment_date),
- ('Authorizer/OT', self.authorizer_id.name if self.authorizer_id else None),
- ('Sales Rep', self.sales_rep_id.name if self.sales_rep_id else None),
- ]
- if self.client_type:
- ct_labels = {
- 'reg': 'REG - Regular ADP',
- 'ods': 'ODS - ODSP',
- 'acs': 'ACS - ACSD',
- 'owp': 'OWP - Ontario Works',
- }
- overview_rows.append(('Client Type', ct_labels.get(self.client_type, self.client_type)))
- if self.reason_for_application:
- reason_labels = dict(self._fields['reason_for_application'].selection)
- overview_rows.append(('Reason for Application', reason_labels.get(
- self.reason_for_application, self.reason_for_application)))
- if self.previous_funding_date:
- overview_rows.append(('Previous Funding Date', str(self.previous_funding_date)))
- sections.append(('Assessment Overview', overview_rows))
-
- # --- Section 2: Client Information ---
- client_rows = [
- ('Name', self.client_name),
- ]
- if self.client_first_name or self.client_last_name:
- full = f"{self.client_first_name or ''} {self.client_middle_name or ''} {self.client_last_name or ''}".strip()
- client_rows.append(('Full Name', full))
- if self.client_weight:
- client_rows.append(('Weight', f'{int(self.client_weight)} lbs'))
- if self.client_dob:
- client_rows.append(('Date of Birth', str(self.client_dob)))
- if self.client_health_card:
- version = f' ({self.client_health_card_version})' if self.client_health_card_version else ''
- client_rows.append(('Health Card', f'{self.client_health_card}{version}'))
- # Address
- addr_parts = [p for p in [
- self.client_street, self.client_unit, self.client_city,
- self.client_state, self.client_postal_code,
- ] if p]
- if addr_parts:
- client_rows.append(('Address', ', '.join(addr_parts)))
- if self.client_phone:
- client_rows.append(('Phone', self.client_phone))
- if self.client_mobile:
- client_rows.append(('Mobile', self.client_mobile))
- if self.client_email:
- client_rows.append(('Email', self.client_email))
- sections.append(('Client Information', client_rows))
-
- # --- Section 3: Equipment Type & Subtype ---
- equip_rows = [('Equipment Type', equipment_label)]
-
- if self.equipment_type == 'rollator':
- if self.rollator_type:
- type_labels = dict(self._fields['rollator_type'].selection)
- equip_rows.append(('Rollator Type', type_labels.get(self.rollator_type, self.rollator_type)))
- elif self.equipment_type == 'wheelchair':
- if self.wheelchair_type:
- type_labels = dict(self._fields['wheelchair_type'].selection)
- equip_rows.append(('Wheelchair Type', type_labels.get(self.wheelchair_type, self.wheelchair_type)))
- elif self.equipment_type == 'powerchair':
- if self.powerchair_type:
- type_labels = dict(self._fields['powerchair_type'].selection)
- equip_rows.append(('Powerchair Type', type_labels.get(self.powerchair_type, self.powerchair_type)))
-
- sections.append(('Equipment Selection', equip_rows))
-
- # --- Section 4: Measurements ---
- meas_rows = []
- if self.equipment_type == 'rollator':
- if self.rollator_handle_height:
- meas_rows.append(('Handle Height', f'{self.rollator_handle_height}"'))
- if self.rollator_seat_height:
- meas_rows.append(('Seat Height', f'{self.rollator_seat_height}"'))
- else:
- # Wheelchair / Powerchair measurements
- if self.seat_width:
- meas_rows.append(('Seat Width', f'{self.seat_width}"'))
- if self.seat_depth:
- meas_rows.append(('Seat Depth', f'{self.seat_depth}"'))
- if self.legrest_length:
- meas_rows.append(('Legrest Length', f'{self.legrest_length}"'))
- if self.seat_to_floor_height:
- sfh_label = f'{self.seat_to_floor_height}" (Including Cushion)' if self.equipment_type == 'wheelchair' else f'{self.seat_to_floor_height}"'
- meas_rows.append(('Seat to Floor Height', sfh_label))
- if self.cane_height:
- meas_rows.append(('Cane Height', f'{self.cane_height}" (Ground to Canes)'))
- if self.back_height:
- meas_rows.append(('Back Height', f'{self.back_height}"'))
- if self.armrest_height:
- meas_rows.append(('Armrest Height', f'{self.armrest_height}"'))
- if self.footrest_length:
- meas_rows.append(('Footrest Length', f'{self.footrest_length}"'))
- if meas_rows:
- sections.append(('Measurements', meas_rows))
-
- # --- Section 5: Options & Addons ---
- options_rows = []
- if self.equipment_type == 'rollator' and self.rollator_addons:
- for addon in self.rollator_addons.split(','):
- addon = addon.strip()
- if addon:
- options_rows.append((addon, 'Yes'))
- elif self.equipment_type == 'wheelchair':
- if self.frame_options:
- for opt in self.frame_options.split(','):
- opt = opt.strip()
- if opt:
- options_rows.append((f'Frame: {opt}', 'Yes'))
- if self.wheel_options:
- for opt in self.wheel_options.split(','):
- opt = opt.strip()
- if opt:
- options_rows.append((f'Wheel: {opt}', 'Yes'))
- if self.legrest_options:
- for opt in self.legrest_options.split(','):
- opt = opt.strip()
- if opt:
- options_rows.append((f'Legrest: {opt}', 'Yes'))
- if self.additional_adp_options:
- for opt in self.additional_adp_options.split(','):
- opt = opt.strip()
- if opt:
- options_rows.append((f'ADP Option: {opt}', 'Yes'))
- elif self.equipment_type == 'powerchair':
- if self.powerchair_options:
- for opt in self.powerchair_options.split(','):
- opt = opt.strip()
- if opt:
- options_rows.append((f'Powerchair: {opt}', 'Yes'))
- if self.specialty_controls:
- for opt in self.specialty_controls.split(','):
- opt = opt.strip()
- if opt:
- options_rows.append((f'Specialty: {opt}', 'Yes'))
-
- # Seatbelt (wheelchair & powerchair)
- if self.seatbelt_type and self.equipment_type in ('wheelchair', 'powerchair'):
- belt_labels = dict(self._fields['seatbelt_type'].selection)
- options_rows.append(('Seat Belt', belt_labels.get(self.seatbelt_type, self.seatbelt_type)))
-
- # Cushion & Backrest
- if self.cushion_info:
- options_rows.append(('Cushion', self.cushion_info))
- if self.backrest_info:
- options_rows.append(('Backrest', self.backrest_info))
-
- if options_rows:
- sections.append(('Options & Accessories', options_rows))
-
- # --- Section 6: Additional Notes ---
- notes_rows = []
- if self.additional_customization:
- notes_rows.append(('Customization', self.additional_customization))
- if self.mobility_notes:
- notes_rows.append(('Mobility Needs', self.mobility_notes))
- if self.accessibility_notes:
- notes_rows.append(('Accessibility', self.accessibility_notes))
- if self.special_requirements:
- notes_rows.append(('Special Requirements', self.special_requirements))
- if self.diagnosis:
- notes_rows.append(('Diagnosis/Condition', self.diagnosis))
- if notes_rows:
- sections.append(('Additional Notes', notes_rows))
-
- # --- Section 7: Key Dates ---
- date_rows = []
- if self.assessment_start_date:
- date_rows.append(('Assessment Start', self.assessment_start_date.strftime('%B %d, %Y')))
- if self.assessment_end_date:
- date_rows.append(('Assessment End', self.assessment_end_date.strftime('%B %d, %Y')))
- if self.claim_authorization_date:
- date_rows.append(('Claim Authorization', self.claim_authorization_date.strftime('%B %d, %Y')))
- if date_rows:
- sections.append(('Key Dates', date_rows))
-
- # --- Section 8: Consent Information ---
- if self.consent_signed_by:
- consent_rows = []
- consent_label = 'Applicant' if self.consent_signed_by == 'applicant' else 'Agent'
- consent_rows.append(('Signed By', consent_label))
- if self.consent_date:
- consent_rows.append(('Consent Date', str(self.consent_date)))
- if self.consent_declaration_accepted:
- consent_rows.append(('Declaration Accepted', 'Yes'))
- if self.consent_signed_by == 'agent':
- agent_name = f"{self.agent_first_name or ''} {self.agent_last_name or ''}".strip()
- if agent_name:
- consent_rows.append(('Agent Name', agent_name))
- if self.agent_relationship:
- rel_labels = dict(self._fields['agent_relationship'].selection)
- consent_rows.append(('Relationship', rel_labels.get(
- self.agent_relationship, self.agent_relationship)))
- sections.append(('Consent & Declaration (Page 11)', consent_rows))
-
- return sections
-
- def _format_assessment_html_table(self):
- """Format assessment data as HTML table for chatter"""
- self.ensure_one()
-
- # Get equipment type display name
- equipment_labels = {
- 'rollator': 'Rollator',
- 'wheelchair': 'Wheelchair',
- 'powerchair': 'Powerchair',
- }
- equipment_display = equipment_labels.get(self.equipment_type, 'Unknown')
-
- # Start building HTML
- html = f'''
- ADP Assessment - {equipment_display}
-| Field | -Value | -
|---|---|
| {label} | -|
| {label} | -{value} | -
'
- f''
- f'
'
- )
-
- mail_values = {
- 'subject': subject,
- 'body_html': body_html,
- 'email_to': self.email,
- 'email_from': company.email or self.env.user.email or 'noreply@example.com',
- 'auto_delete': True,
- }
-
- try:
- mail = self.env['mail.mail'].sudo().create(mail_values)
- mail.send()
- _logger.info(f"Portal invitation email sent to {self.email}")
- return True
- except Exception as e:
- _logger.error(f"Failed to send portal invitation email to {self.email}: {e}")
- return False
-
- def action_resend_portal_invitation(self):
- """Resend portal invitation email to an existing portal user."""
- self.ensure_one()
-
- if not self.authorizer_portal_user_id:
- raise UserError(_('No portal user found for this contact. Use "Send Portal Invitation" instead.'))
-
- portal_user = self.authorizer_portal_user_id
-
- # Send professional portal invitation email
- email_sent = False
- try:
- email_sent = self._send_portal_invitation_email(portal_user, is_resend=True)
- except Exception as mail_error:
- _logger.warning(f"Could not send portal invitation email: {mail_error}")
-
- # Post in chatter
- from datetime import datetime
- sent_by = self.env.user.name
- sent_at = datetime.now().strftime('%Y-%m-%d %H:%M:%S')
-
- if email_sent:
- chatter_msg = Markup(
- ''
- )
- else:
- chatter_msg = Markup(
- ''
- )
-
- self.message_post(body=chatter_msg, message_type='notification', subtype_xmlid='mail.mt_note')
-
- return {
- 'type': 'ir.actions.client',
- 'tag': 'display_notification',
- 'params': {
- 'title': _('Portal Invitation Resent') if email_sent else _('Email Failed'),
- 'message': _('Portal invitation resent to %s.') % self.email if email_sent else _('Could not send email. Check mail configuration.'),
- 'type': 'success' if email_sent else 'warning',
- 'sticky': False,
- }
- }
-
- def action_view_assigned_cases(self):
- """Open the list of assigned sale orders"""
- self.ensure_one()
- return {
- 'type': 'ir.actions.act_window',
- 'name': _('Assigned Cases'),
- 'res_model': 'sale.order',
- 'view_mode': 'list,form',
- 'domain': [('x_fc_authorizer_id', '=', self.id)],
- 'context': {'default_x_fc_authorizer_id': self.id},
- }
-
- def action_view_assessments(self):
- """Open the list of assessments for this partner"""
- self.ensure_one()
- domain = []
- if self.is_authorizer:
- domain = [('authorizer_id', '=', self.id)]
- elif self.is_sales_rep_portal and self.authorizer_portal_user_id:
- domain = [('sales_rep_id', '=', self.authorizer_portal_user_id.id)]
-
- return {
- 'type': 'ir.actions.act_window',
- 'name': _('Assessments'),
- 'res_model': 'fusion.assessment',
- 'view_mode': 'list,form',
- 'domain': domain,
- }
-
- # ==================== BATCH ACTIONS ====================
-
- def action_mark_as_authorizer(self):
- """Batch action to mark selected contacts as authorizers"""
- self.write({'is_authorizer': True})
- return {
- 'type': 'ir.actions.client',
- 'tag': 'display_notification',
- 'params': {
- 'title': _('Authorizers Updated'),
- 'message': _('%d contact(s) marked as authorizer.') % len(self),
- 'type': 'success',
- 'sticky': False,
- }
- }
-
- def action_batch_send_portal_invitation(self):
- """Batch action to send portal invitations to selected authorizers"""
- sent_count = 0
- skipped_no_email = 0
- skipped_not_authorizer = 0
- skipped_has_access = 0
- errors = []
-
- for partner in self:
- if not partner.is_authorizer:
- skipped_not_authorizer += 1
- continue
- if not partner.email:
- skipped_no_email += 1
- continue
- if partner.authorizer_portal_user_id:
- skipped_has_access += 1
- continue
-
- try:
- partner.action_grant_portal_access()
- sent_count += 1
- except Exception as e:
- errors.append(f"{partner.name}: {str(e)}")
-
- # Build result message
- messages = []
- if sent_count:
- messages.append(_('%d invitation(s) sent successfully.') % sent_count)
- if skipped_not_authorizer:
- messages.append(_('%d skipped (not marked as authorizer).') % skipped_not_authorizer)
- if skipped_no_email:
- messages.append(_('%d skipped (no email).') % skipped_no_email)
- if skipped_has_access:
- messages.append(_('%d skipped (already has portal access).') % skipped_has_access)
- if errors:
- messages.append(_('%d error(s) occurred.') % len(errors))
-
- return {
- 'type': 'ir.actions.client',
- 'tag': 'display_notification',
- 'params': {
- 'title': _('Portal Invitations'),
- 'message': ' '.join(messages),
- 'type': 'success' if sent_count and not errors else 'warning' if not errors else 'danger',
- 'sticky': True if errors else False,
- }
- }
-
- def action_mark_and_send_invitation(self):
- """Combined action: mark as authorizer and send invitation"""
- self.action_mark_as_authorizer()
- return self.action_batch_send_portal_invitation()
-
- def action_view_assigned_deliveries(self):
- """Open the list of assigned deliveries for technician"""
- self.ensure_one()
- if not self.authorizer_portal_user_id:
- raise UserError(_('This partner does not have a portal user account.'))
- return {
- 'type': 'ir.actions.act_window',
- 'name': _('Assigned Deliveries'),
- 'res_model': 'sale.order',
- 'view_mode': 'list,form',
- 'domain': [('x_fc_delivery_technician_ids', 'in', [self.authorizer_portal_user_id.id])],
- }
-
- def action_mark_as_technician(self):
- """Batch action to mark selected contacts as technicians"""
- self.write({'is_technician_portal': True})
- return {
- 'type': 'ir.actions.client',
- 'tag': 'display_notification',
- 'params': {
- 'title': _('Technicians Updated'),
- 'message': _('%d contact(s) marked as technician.') % len(self),
- 'type': 'success',
- 'sticky': False,
- }
- }
-
- # ------------------------------------------------------------------
- # GEOCODING
- # ------------------------------------------------------------------
-
- def _geocode_address(self):
- """Geocode partner address using Google Geocoding API and cache lat/lng."""
- import requests as http_requests
- api_key = self.env['ir.config_parameter'].sudo().get_param(
- 'fusion_claims.google_maps_api_key', ''
- )
- if not api_key:
- return
-
- for partner in self:
- parts = [partner.street, partner.city,
- partner.state_id.name if partner.state_id else '',
- partner.zip]
- address = ', '.join([p for p in parts if p])
- if not address:
- continue
- try:
- resp = http_requests.get(
- 'https://maps.googleapis.com/maps/api/geocode/json',
- params={'address': address, 'key': api_key, 'region': 'ca'},
- timeout=10,
- )
- data = resp.json()
- if data.get('status') == 'OK' and data.get('results'):
- loc = data['results'][0]['geometry']['location']
- partner.write({
- 'x_fc_latitude': loc['lat'],
- 'x_fc_longitude': loc['lng'],
- })
- except Exception as e:
- _logger.warning(f"Geocoding failed for partner {partner.id}: {e}")
-
- def write(self, vals):
- """Override write to auto-geocode when address changes."""
- res = super().write(vals)
- address_fields = {'street', 'city', 'state_id', 'zip', 'country_id'}
- if address_fields & set(vals.keys()):
- # Check if distance matrix is enabled before geocoding
- enabled = self.env['ir.config_parameter'].sudo().get_param(
- 'fusion_claims.google_distance_matrix_enabled', False
- )
- if enabled:
- self._geocode_address()
- return res
diff --git a/fusion_authorizer_portal/fusion_authorizer_portal/models/res_users.py b/fusion_authorizer_portal/fusion_authorizer_portal/models/res_users.py
deleted file mode 100644
index 0e09d01..0000000
--- a/fusion_authorizer_portal/fusion_authorizer_portal/models/res_users.py
+++ /dev/null
@@ -1,119 +0,0 @@
-# -*- coding: utf-8 -*-
-
-from odoo import api, models, _
-from odoo.exceptions import UserError
-import logging
-
-_logger = logging.getLogger(__name__)
-
-
-class PortalWizardUser(models.TransientModel):
- """Override standard portal wizard to handle internal users with Fusion roles."""
- _inherit = 'portal.wizard.user'
-
- def action_grant_access(self):
- """Override: Handle Fusion portal roles when granting portal access.
- - Internal users with Fusion roles: assign backend groups, skip portal.
- - Portal users with Fusion roles: standard flow + assign role groups.
- """
- self.ensure_one()
- partner = self.partner_id
-
- # Check if the partner has any Fusion portal flags
- has_fusion_role = getattr(partner, 'is_technician_portal', False) or \
- getattr(partner, 'is_authorizer', False) or \
- getattr(partner, 'is_sales_rep_portal', False)
-
- # Find the linked user
- user = self.user_id
- if user and user._is_internal() and has_fusion_role:
- # Internal user with Fusion roles -- assign backend groups, no portal
- partner._assign_internal_role_groups(user)
- partner.authorizer_portal_user_id = user
- return {
- 'type': 'ir.actions.client',
- 'tag': 'display_notification',
- 'params': {
- 'title': _('Internal User Updated'),
- 'message': _('%s is an internal user. Backend permissions updated (no portal access needed).') % partner.name,
- 'type': 'info',
- 'sticky': True,
- }
- }
-
- # Standard Odoo portal flow (creates user, sends email, etc.)
- result = super().action_grant_access()
-
- # After standard flow, assign Fusion portal role groups
- if has_fusion_role:
- portal_user = self.user_id
- if not portal_user:
- # Fallback: find the user that was just created
- portal_user = self.env['res.users'].sudo().search([
- ('partner_id', '=', partner.id),
- ('share', '=', True),
- ('active', '=', True),
- ], limit=1)
- if portal_user:
- partner._assign_portal_role_groups(portal_user)
- if not partner.authorizer_portal_user_id:
- partner.authorizer_portal_user_id = portal_user
- _logger.info("Assigned Fusion portal role groups to user %s (partner: %s)",
- portal_user.login, partner.name)
-
- return result
-
-
-class ResUsers(models.Model):
- _inherit = 'res.users'
-
- def _generate_tutorial_articles(self):
- """Override to create custom welcome articles for internal staff
- instead of the default Odoo Knowledge onboarding article.
- """
- if 'knowledge.article' not in self.env:
- return super()._generate_tutorial_articles()
-
- for user in self:
- company = user.company_id or self.env.company
- render_ctx = {
- 'user_name': user.name or 'Team Member',
- 'company_name': company.name or 'Our Company',
- 'company_email': company.email or '',
- 'company_phone': company.phone or '',
- }
-
- try:
- body = self.env['ir.qweb']._render(
- 'fusion_authorizer_portal.welcome_article_internal',
- render_ctx,
- minimal_qcontext=True,
- raise_if_not_found=False,
- )
-
- if not body:
- _logger.warning("Internal staff welcome template not found, using default")
- return super()._generate_tutorial_articles()
-
- self.env['knowledge.article'].sudo().create({
- 'name': f"Welcome {user.name} - {company.name}",
- 'icon': '🏢',
- 'body': body,
- 'internal_permission': 'none',
- 'is_article_visible_by_everyone': False,
- 'article_member_ids': [(0, 0, {
- 'partner_id': user.partner_id.id,
- 'permission': 'write',
- })],
- 'favorite_ids': [(0, 0, {
- 'sequence': 0,
- 'user_id': user.id,
- })],
- })
-
- _logger.info(f"Created custom welcome article for internal user {user.name}")
-
- except Exception as e:
- _logger.warning(f"Failed to create custom welcome article for {user.name}: {e}")
- # Fall back to default
- super(ResUsers, user)._generate_tutorial_articles()
diff --git a/fusion_authorizer_portal/fusion_authorizer_portal/models/sale_order.py b/fusion_authorizer_portal/fusion_authorizer_portal/models/sale_order.py
deleted file mode 100644
index a216c6a..0000000
--- a/fusion_authorizer_portal/fusion_authorizer_portal/models/sale_order.py
+++ /dev/null
@@ -1,250 +0,0 @@
-# -*- coding: utf-8 -*-
-
-from odoo import api, fields, models, _
-import logging
-
-_logger = logging.getLogger(__name__)
-
-
-class SaleOrder(models.Model):
- _inherit = 'sale.order'
-
- # Comments from portal users
- portal_comment_ids = fields.One2many(
- 'fusion.authorizer.comment',
- 'sale_order_id',
- string='Portal Comments',
- )
-
- portal_comment_count = fields.Integer(
- string='Comment Count',
- compute='_compute_portal_comment_count',
- )
-
- # Documents uploaded via portal
- portal_document_ids = fields.One2many(
- 'fusion.adp.document',
- 'sale_order_id',
- string='Portal Documents',
- )
-
- portal_document_count = fields.Integer(
- string='Document Count',
- compute='_compute_portal_document_count',
- )
-
- # Link to assessment
- assessment_id = fields.Many2one(
- 'fusion.assessment',
- string='Source Assessment',
- readonly=True,
- help='The assessment that created this sale order',
- )
-
- # Authorizer helper field (consolidates multiple possible fields)
- portal_authorizer_id = fields.Many2one(
- 'res.partner',
- string='Authorizer (Portal)',
- compute='_compute_portal_authorizer_id',
- store=True,
- help='Consolidated authorizer field for portal access',
- )
-
- @api.depends('portal_comment_ids')
- def _compute_portal_comment_count(self):
- for order in self:
- order.portal_comment_count = len(order.portal_comment_ids)
-
- @api.depends('portal_document_ids')
- def _compute_portal_document_count(self):
- for order in self:
- order.portal_document_count = len(order.portal_document_ids)
-
- @api.depends('x_fc_authorizer_id')
- def _compute_portal_authorizer_id(self):
- """Get authorizer from x_fc_authorizer_id field"""
- for order in self:
- order.portal_authorizer_id = order.x_fc_authorizer_id
-
- def write(self, vals):
- """Override write to send notification when authorizer is assigned."""
- old_authorizers = {
- order.id: order.x_fc_authorizer_id.id if order.x_fc_authorizer_id else False
- for order in self
- }
-
- result = super().write(vals)
-
- # Check for authorizer changes
- if 'x_fc_authorizer_id' in vals:
- for order in self:
- old_auth = old_authorizers.get(order.id)
- new_auth = vals.get('x_fc_authorizer_id')
- if new_auth and new_auth != old_auth:
- order._send_authorizer_assignment_notification()
-
- # NOTE: Generic status change notifications removed.
- # Each status transition already sends its own detailed email
- # from fusion_claims (approval, denial, submission, billed, etc.)
- # A generic "status changed" email on top was redundant and lacked detail.
-
- return result
-
- def action_message_authorizer(self):
- """Open composer to send message to authorizer only"""
- self.ensure_one()
- if not self.x_fc_authorizer_id:
- return {'type': 'ir.actions.act_window_close'}
-
- return {
- 'type': 'ir.actions.act_window',
- 'name': 'Message Authorizer',
- 'res_model': 'mail.compose.message',
- 'view_mode': 'form',
- 'target': 'new',
- 'context': {
- 'default_model': 'sale.order',
- 'default_res_ids': [self.id],
- 'default_partner_ids': [self.x_fc_authorizer_id.id],
- 'default_composition_mode': 'comment',
- 'default_subtype_xmlid': 'mail.mt_note',
- },
- }
-
- def _send_authorizer_assignment_notification(self):
- """Send email when an authorizer is assigned to the order"""
- self.ensure_one()
-
- if not self.x_fc_authorizer_id or not self.x_fc_authorizer_id.email:
- return
-
- try:
- template = self.env.ref('fusion_authorizer_portal.mail_template_case_assigned', raise_if_not_found=False)
- if template:
- template.send_mail(self.id, force_send=False)
- _logger.info(f"Sent case assignment notification to {self.x_fc_authorizer_id.email} for {self.name}")
- except Exception as e:
- _logger.error(f"Failed to send authorizer assignment notification: {e}")
-
- # _send_status_change_notification removed -- redundant.
- # Each workflow transition in fusion_claims sends its own detailed email.
-
- def action_view_portal_comments(self):
- """View portal comments"""
- self.ensure_one()
- return {
- 'type': 'ir.actions.act_window',
- 'name': _('Portal Comments'),
- 'res_model': 'fusion.authorizer.comment',
- 'view_mode': 'list,form',
- 'domain': [('sale_order_id', '=', self.id)],
- 'context': {'default_sale_order_id': self.id},
- }
-
- def action_view_portal_documents(self):
- """View portal documents"""
- self.ensure_one()
- return {
- 'type': 'ir.actions.act_window',
- 'name': _('Portal Documents'),
- 'res_model': 'fusion.adp.document',
- 'view_mode': 'list,form',
- 'domain': [('sale_order_id', '=', self.id)],
- 'context': {'default_sale_order_id': self.id},
- }
-
- def get_portal_display_data(self):
- """Get data for portal display, excluding sensitive information"""
- self.ensure_one()
-
- return {
- 'id': self.id,
- 'name': self.name,
- 'date_order': self.date_order,
- 'state': self.state,
- 'state_display': dict(self._fields['state'].selection).get(self.state, self.state),
- 'partner_name': self.partner_id.name if self.partner_id else '',
- 'partner_address': self._get_partner_address_display(),
- 'client_reference_1': self.x_fc_client_ref_1 or '',
- 'client_reference_2': self.x_fc_client_ref_2 or '',
- 'claim_number': self.x_fc_claim_number or '',
- 'authorizer_name': self.x_fc_authorizer_id.name if self.x_fc_authorizer_id else '',
- 'sales_rep_name': self.user_id.name if self.user_id else '',
- 'product_lines': self._get_product_lines_for_portal(),
- 'comment_count': self.portal_comment_count,
- 'document_count': self.portal_document_count,
- }
-
- def _get_partner_address_display(self):
- """Get formatted partner address for display"""
- if not self.partner_id:
- return ''
-
- parts = []
- if self.partner_id.street:
- parts.append(self.partner_id.street)
- if self.partner_id.city:
- city_part = self.partner_id.city
- if self.partner_id.state_id:
- city_part += f", {self.partner_id.state_id.name}"
- if self.partner_id.zip:
- city_part += f" {self.partner_id.zip}"
- parts.append(city_part)
-
- return ', '.join(parts)
-
- def _get_product_lines_for_portal(self):
- """Get product lines for portal display (excluding costs)"""
- lines = []
- for line in self.order_line:
- lines.append({
- 'id': line.id,
- 'product_name': line.product_id.name if line.product_id else line.name,
- 'quantity': line.product_uom_qty,
- 'uom': line.product_uom_id.name if line.product_uom_id else '',
- 'adp_code': line.x_fc_adp_device_code or '' if hasattr(line, 'x_fc_adp_device_code') else '',
- 'device_type': '',
- 'serial_number': line.x_fc_serial_number or '' if hasattr(line, 'x_fc_serial_number') else '',
- })
- return lines
-
- @api.model
- def get_authorizer_portal_cases(self, partner_id, search_query=None, limit=100, offset=0):
- """Get cases for authorizer portal with optional search"""
- domain = [('x_fc_authorizer_id', '=', partner_id)]
-
- # Add search if provided
- if search_query:
- search_domain = self._build_search_domain(search_query)
- domain = ['&'] + domain + search_domain
-
- orders = self.sudo().search(domain, limit=limit, offset=offset, order='date_order desc, id desc')
- return orders
-
- @api.model
- def get_sales_rep_portal_cases(self, user_id, search_query=None, limit=100, offset=0):
- """Get cases for sales rep portal with optional search"""
- domain = [('user_id', '=', user_id)]
-
- # Add search if provided
- if search_query:
- search_domain = self._build_search_domain(search_query)
- domain = domain + search_domain
-
- orders = self.sudo().search(domain, limit=limit, offset=offset, order='date_order desc, id desc')
- return orders
-
- def _build_search_domain(self, query):
- """Build search domain for portal search"""
- if not query or len(query) < 2:
- return []
-
- search_domain = [
- '|', '|', '|', '|',
- ('partner_id.name', 'ilike', query),
- ('x_fc_claim_number', 'ilike', query),
- ('x_fc_client_ref_1', 'ilike', query),
- ('x_fc_client_ref_2', 'ilike', query),
- ]
-
- return search_domain
diff --git a/fusion_authorizer_portal/fusion_authorizer_portal/security/ir.model.access.csv b/fusion_authorizer_portal/fusion_authorizer_portal/security/ir.model.access.csv
deleted file mode 100644
index 10c6658..0000000
--- a/fusion_authorizer_portal/fusion_authorizer_portal/security/ir.model.access.csv
+++ /dev/null
@@ -1,12 +0,0 @@
-id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
-access_fusion_authorizer_comment_user,fusion.authorizer.comment.user,model_fusion_authorizer_comment,base.group_user,1,1,1,1
-access_fusion_authorizer_comment_portal,fusion.authorizer.comment.portal,model_fusion_authorizer_comment,base.group_portal,1,1,1,0
-access_fusion_adp_document_user,fusion.adp.document.user,model_fusion_adp_document,base.group_user,1,1,1,1
-access_fusion_adp_document_portal,fusion.adp.document.portal,model_fusion_adp_document,base.group_portal,1,0,1,0
-access_fusion_assessment_user,fusion.assessment.user,model_fusion_assessment,base.group_user,1,1,1,1
-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_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
\ No newline at end of file
diff --git a/fusion_authorizer_portal/fusion_authorizer_portal/security/portal_security.xml b/fusion_authorizer_portal/fusion_authorizer_portal/security/portal_security.xml
deleted file mode 100644
index 5b0228a..0000000
--- a/fusion_authorizer_portal/fusion_authorizer_portal/security/portal_security.xml
+++ /dev/null
@@ -1,140 +0,0 @@
-
-'
- f'
'
- f'{company_name}
' - f'Portal Invitation
' - f'' - f'Dear {partner_name}, {invite_text} to access the {company_name} Portal.
' - f'' - f'With the portal you can:
' - f'- '
- f'
' - f'' - f'Accept Invitation & Set Password
' - f'' - f'If the button does not work, copy this link: ' - f'{signup_url}
' - f''
- f'
'
- f'' - f'After setting your password, access the portal anytime at: ' - f'{base_url}/my
'
- f'Best regards,
{company_name} Team
'
- f'
' - f'This is an automated message from {company_name}.
"' + result.product_name + '" (S/N: ' + result.lot_name + ') created!
';
- }
-
- // Clear fields
- document.getElementById('modal_new_product_name').value = '';
- document.getElementById('modal_new_serial').value = '';
- } else {
- if (createResult) {
- createResult.style.display = '';
- createResult.innerHTML = '' + (result.error || 'Error') + '
';
- }
- }
- btnCreateProduct.disabled = false;
- btnCreateProduct.innerHTML = ' Create Product';
- });
- });
- }
-
- // Checkout button
- if (btnCheckout) {
- btnCheckout.addEventListener('click', function () {
- var productId = productSelect.value ? parseInt(productSelect.value) : null;
- var lotId = lotSelect.value ? parseInt(lotSelect.value) : null;
- var days = parseInt(loanDays.value) || 7;
- var orderId = document.getElementById('modal_order_id').value;
- var clientId = document.getElementById('modal_client_id').value;
-
- if (!productId) {
- alert('Please select a product.');
- return;
- }
-
- btnCheckout.disabled = true;
- btnCheckout.innerHTML = ' Processing...';
-
- self._rpc('/my/loaner/checkout', {
- product_id: productId,
- lot_id: lotId,
- sale_order_id: orderId ? parseInt(orderId) : null,
- client_id: clientId ? parseInt(clientId) : null,
- loaner_period_days: days,
- checkout_condition: 'good',
- checkout_notes: '',
- }).then(function (result) {
- if (result.success) {
- self._hideModal(modal);
- alert(result.message);
- location.reload();
- } else {
- alert('Error: ' + (result.error || 'Unknown'));
- btnCheckout.disabled = false;
- btnCheckout.innerHTML = ' Checkout Loaner';
- }
- });
- });
- }
- },
-
- _loadCategories: function (categorySelect, newCategorySelect) {
- this._rpc('/my/loaner/categories', {}).then(function (categories) {
- categories = categories || [];
- // Main category dropdown
- if (categorySelect) {
- categorySelect.innerHTML = '';
- categories.forEach(function (c) {
- var opt = document.createElement('option');
- opt.value = c.id;
- opt.text = c.name;
- categorySelect.appendChild(opt);
- });
- }
- // Quick create category dropdown
- if (newCategorySelect) {
- newCategorySelect.innerHTML = '';
- categories.forEach(function (c) {
- var opt = document.createElement('option');
- opt.value = c.id;
- opt.text = c.name;
- newCategorySelect.appendChild(opt);
- });
- }
- });
- },
-
- _loadProducts: function (categoryId, productSelect, lotSelect) {
- var self = this;
- var params = {};
- if (categoryId) params.category_id = categoryId;
-
- this._rpc('/my/loaner/products', params).then(function (products) {
- self._allProducts = products || [];
- self._renderProducts(self._allProducts, productSelect);
- if (lotSelect) lotSelect.innerHTML = '';
- });
- },
-
- _filterProducts: function (categoryId, productSelect, lotSelect) {
- var filtered = this._allProducts;
- if (categoryId) {
- filtered = this._allProducts.filter(function (p) { return p.category_id === categoryId; });
- }
- this._renderProducts(filtered, productSelect);
- if (lotSelect) lotSelect.innerHTML = '';
- },
-
- _renderProducts: function (products, productSelect) {
- if (!productSelect) return;
- productSelect.innerHTML = '';
- products.forEach(function (p) {
- var opt = document.createElement('option');
- opt.value = p.id;
- opt.text = p.name + ' (' + p.lots.length + ' avail)';
- productSelect.appendChild(opt);
- });
- },
-
- _filterLots: function (productId, lotSelect, loanDays) {
- if (!lotSelect) return;
- lotSelect.innerHTML = '';
- if (!productId) return;
- var product = this._allProducts.find(function (p) { return p.id === productId; });
- if (product) {
- product.lots.forEach(function (lot) {
- var opt = document.createElement('option');
- opt.value = lot.id;
- opt.text = lot.name;
- lotSelect.appendChild(opt);
- });
- if (loanDays && product.period_days) {
- loanDays.value = product.period_days;
- }
- }
- },
-
- // =====================================================================
- // CHECKOUT BUTTON: Opens the modal
- // =====================================================================
- _initCheckoutButton: function () {
- var self = this;
- var btns = document.querySelectorAll('#btn_checkout_loaner');
- btns.forEach(function (btn) {
- btn.addEventListener('click', function () {
- var orderId = btn.dataset.orderId || '';
- var clientId = btn.dataset.clientId || '';
-
- // Set context in modal
- var modalOrderId = document.getElementById('modal_order_id');
- var modalClientId = document.getElementById('modal_client_id');
- if (modalOrderId) modalOrderId.value = orderId;
- if (modalClientId) modalClientId.value = clientId;
-
- // Show modal
- var modal = document.getElementById('loanerCheckoutModal');
- self._showModal(modal);
- });
- });
- },
-
- // =====================================================================
- // RETURN BUTTONS
- // =====================================================================
- _initReturnButtons: function () {
- var self = this;
- var returnModal = document.getElementById('loanerReturnModal');
- if (!returnModal) return;
-
- var btnSubmitReturn = document.getElementById('return_modal_btn_submit');
-
- document.querySelectorAll('.btn-loaner-return').forEach(function (btn) {
- btn.addEventListener('click', function () {
- var checkoutId = parseInt(btn.dataset.checkoutId);
- var productName = btn.dataset.productName || 'Loaner';
-
- // Set modal values
- document.getElementById('return_modal_checkout_id').value = checkoutId;
- document.getElementById('return_modal_product_name').textContent = productName;
- document.getElementById('return_modal_condition').value = 'good';
- document.getElementById('return_modal_notes').value = '';
-
- // Load locations
- var locSelect = document.getElementById('return_modal_location_id');
- locSelect.innerHTML = '';
- self._rpc('/my/loaner/locations', {}).then(function (locations) {
- locations = locations || [];
- locSelect.innerHTML = '';
- locations.forEach(function (l) {
- var opt = document.createElement('option');
- opt.value = l.id;
- opt.text = l.name;
- locSelect.appendChild(opt);
- });
- });
-
- // Show modal
- self._showModal(returnModal);
- });
- });
-
- // Submit return
- if (btnSubmitReturn) {
- btnSubmitReturn.addEventListener('click', function () {
- var checkoutId = parseInt(document.getElementById('return_modal_checkout_id').value);
- var condition = document.getElementById('return_modal_condition').value;
- var notes = document.getElementById('return_modal_notes').value;
- var locationId = document.getElementById('return_modal_location_id').value;
-
- btnSubmitReturn.disabled = true;
- btnSubmitReturn.innerHTML = ' Processing...';
-
- self._rpc('/my/loaner/return', {
- checkout_id: checkoutId,
- return_condition: condition,
- return_notes: notes,
- return_location_id: locationId ? parseInt(locationId) : null,
- }).then(function (result) {
- if (result.success) {
- self._hideModal(returnModal);
- alert(result.message);
- location.reload();
- } else {
- alert('Error: ' + (result.error || 'Unknown'));
- btnSubmitReturn.disabled = false;
- btnSubmitReturn.innerHTML = ' Confirm Return';
- }
- });
- });
- }
- },
-
- // =====================================================================
- // EXPRESS ASSESSMENT: Loaner Section
- // =====================================================================
- _initLoanerSection: function () {
- var self = this;
- var loanerSection = document.getElementById('loanerSection');
- if (!loanerSection) return;
-
- var productSelect = document.getElementById('loaner_product_id');
- var lotSelect = document.getElementById('loaner_lot_id');
- var periodInput = document.getElementById('loaner_period_days');
- var checkoutFlag = document.getElementById('loaner_checkout');
- var existingFields = document.getElementById('loaner_existing_fields');
- var newFields = document.getElementById('loaner_new_fields');
- var modeRadios = document.querySelectorAll('input[name="loaner_mode"]');
- var btnCreate = document.getElementById('btn_create_loaner_product');
- var createResult = document.getElementById('loaner_create_result');
- var productsData = [];
-
- loanerSection.addEventListener('show.bs.collapse', function () {
- if (productSelect && productSelect.options.length <= 1) {
- self._rpc('/my/loaner/products', {}).then(function (data) {
- productsData = data || [];
- productSelect.innerHTML = '';
- productsData.forEach(function (p) {
- var opt = document.createElement('option');
- opt.value = p.id;
- opt.text = p.name + ' (' + p.lots.length + ' avail)';
- productSelect.appendChild(opt);
- });
- });
- }
- });
-
- loanerSection.addEventListener('shown.bs.collapse', function () {
- if (checkoutFlag) checkoutFlag.value = '1';
- });
- loanerSection.addEventListener('hidden.bs.collapse', function () {
- if (checkoutFlag) checkoutFlag.value = '0';
- });
-
- modeRadios.forEach(function (radio) {
- radio.addEventListener('change', function () {
- if (this.value === 'existing') {
- if (existingFields) existingFields.style.display = '';
- if (newFields) newFields.style.display = 'none';
- } else {
- if (existingFields) existingFields.style.display = 'none';
- if (newFields) newFields.style.display = '';
- }
- });
- });
-
- if (productSelect) {
- productSelect.addEventListener('change', function () {
- lotSelect.innerHTML = '';
- var product = productsData.find(function (p) { return p.id === parseInt(productSelect.value); });
- if (product) {
- product.lots.forEach(function (lot) {
- var opt = document.createElement('option');
- opt.value = lot.id;
- opt.text = lot.name;
- lotSelect.appendChild(opt);
- });
- if (periodInput && product.period_days) periodInput.value = product.period_days;
- }
- });
- }
-
- if (btnCreate) {
- btnCreate.addEventListener('click', function () {
- var name = document.getElementById('loaner_new_product_name').value.trim();
- var serial = document.getElementById('loaner_new_serial').value.trim();
- if (!name || !serial) { alert('Enter both name and serial.'); return; }
- btnCreate.disabled = true;
- btnCreate.innerHTML = ' Creating...';
-
- self._rpc('/my/loaner/create-product', {
- product_name: name, serial_number: serial,
- }).then(function (result) {
- if (result.success) {
- var opt = document.createElement('option');
- opt.value = result.product_id;
- opt.text = result.product_name;
- opt.selected = true;
- productSelect.appendChild(opt);
- lotSelect.innerHTML = '';
- var lotOpt = document.createElement('option');
- lotOpt.value = result.lot_id;
- lotOpt.text = result.lot_name;
- lotOpt.selected = true;
- lotSelect.appendChild(lotOpt);
- document.getElementById('loaner_existing').checked = true;
- if (existingFields) existingFields.style.display = '';
- if (newFields) newFields.style.display = 'none';
- if (createResult) {
- createResult.style.display = '';
- createResult.innerHTML = 'Created "' + result.product_name + '" (S/N: ' + result.lot_name + ')
';
- }
- } else {
- if (createResult) {
- createResult.style.display = '';
- createResult.innerHTML = '' + (result.error || 'Error') + '
';
- }
- }
- btnCreate.disabled = false;
- btnCreate.innerHTML = ' Create Product';
- });
- });
- }
- },
-
- // =====================================================================
- // HELPERS
- // =====================================================================
- _rpc: function (url, params) {
- return fetch(url, {
- method: 'POST',
- headers: { 'Content-Type': 'application/json' },
- body: JSON.stringify({ jsonrpc: '2.0', method: 'call', id: 1, params: params }),
- }).then(function (r) { return r.json(); }).then(function (d) { return d.result; });
- },
-
- _showModal: function (modalEl) {
- if (!modalEl) return;
- var Modal = window.bootstrap ? window.bootstrap.Modal : null;
- if (Modal) {
- var inst = Modal.getOrCreateInstance ? Modal.getOrCreateInstance(modalEl) : new Modal(modalEl);
- inst.show();
- } else if (window.$ || window.jQuery) {
- (window.$ || window.jQuery)(modalEl).modal('show');
- }
- },
-
- _hideModal: function (modalEl) {
- if (!modalEl) return;
- try {
- var Modal = window.bootstrap ? window.bootstrap.Modal : null;
- if (Modal && Modal.getInstance) {
- var inst = Modal.getInstance(modalEl);
- if (inst) inst.hide();
- } else if (window.$ || window.jQuery) {
- (window.$ || window.jQuery)(modalEl).modal('hide');
- }
- } catch (e) { /* non-blocking */ }
- },
-});
diff --git a/fusion_authorizer_portal/fusion_authorizer_portal/static/src/js/pdf_field_editor.js b/fusion_authorizer_portal/fusion_authorizer_portal/static/src/js/pdf_field_editor.js
deleted file mode 100644
index b8855e9..0000000
--- a/fusion_authorizer_portal/fusion_authorizer_portal/static/src/js/pdf_field_editor.js
+++ /dev/null
@@ -1,716 +0,0 @@
-/**
- * Fusion PDF Field Position Editor
- *
- * Features:
- * - Drag field types from sidebar palette onto PDF to create new fields
- * - Drag existing fields to reposition them
- * - Resize handles on each field (bottom-right corner)
- * - Click to select and edit properties in right panel
- * - Percentage-based positions (0.0-1.0), same as Odoo Sign module
- * - Auto-save on every drag/resize
- */
-
-document.addEventListener('DOMContentLoaded', function () {
- 'use strict';
-
- var editor = document.getElementById('pdf_field_editor');
- if (!editor) return;
-
- var templateId = parseInt(editor.dataset.templateId);
- var pageCount = parseInt(editor.dataset.pageCount) || 1;
- var templateCategory = editor.dataset.category || 'other';
- var currentPage = 1;
- var fields = {};
- var selectedFieldId = null;
- var fieldCounter = 0;
- var container = document.getElementById('pdf_canvas_container');
- var pageImage = document.getElementById('pdf_page_image');
-
- // ================================================================
- // Colors per field type
- // ================================================================
-
- // ================================================================
- // Available data keys, organized by template category
- // ================================================================
-
- var COMMON_KEYS = [
- { group: 'Client Info', keys: [
- { key: 'client_last_name', label: 'Last Name' },
- { key: 'client_first_name', label: 'First Name' },
- { key: 'client_middle_name', label: 'Middle Name' },
- { key: 'client_name', label: 'Full Name' },
- { key: 'client_street', label: 'Street' },
- { key: 'client_unit', label: 'Unit/Apt' },
- { key: 'client_city', label: 'City' },
- { key: 'client_state', label: 'Province' },
- { key: 'client_postal_code', label: 'Postal Code' },
- { key: 'client_phone', label: 'Phone' },
- { key: 'client_email', label: 'Email' },
- ]},
- ];
-
- var CATEGORY_KEYS = {
- adp: [
- { group: 'ADP - Client Details', keys: [
- { key: 'client_health_card', label: 'Health Card Number' },
- { key: 'client_health_card_version', label: 'Health Card Version' },
- { key: 'client_weight', label: 'Weight (lbs)' },
- ]},
- { group: 'ADP - Client Type', keys: [
- { key: 'client_type_reg', label: 'REG Checkbox' },
- { key: 'client_type_ods', label: 'ODS Checkbox' },
- { key: 'client_type_acs', label: 'ACS Checkbox' },
- { key: 'client_type_owp', label: 'OWP Checkbox' },
- ]},
- { group: 'ADP - Consent', keys: [
- { key: 'consent_applicant', label: 'Applicant Checkbox' },
- { key: 'consent_agent', label: 'Agent Checkbox' },
- { key: 'consent_date', label: 'Consent Date' },
- ]},
- { group: 'ADP - Agent Relationship', keys: [
- { key: 'agent_rel_spouse', label: 'Spouse Checkbox' },
- { key: 'agent_rel_parent', label: 'Parent Checkbox' },
- { key: 'agent_rel_child', label: 'Child Checkbox' },
- { key: 'agent_rel_poa', label: 'POA Checkbox' },
- { key: 'agent_rel_guardian', label: 'Guardian Checkbox' },
- ]},
- { group: 'ADP - Agent Info', keys: [
- { key: 'agent_last_name', label: 'Agent Last Name' },
- { key: 'agent_first_name', label: 'Agent First Name' },
- { key: 'agent_middle_initial', label: 'Agent Middle Initial' },
- { key: 'agent_unit', label: 'Agent Unit' },
- { key: 'agent_street_number', label: 'Agent Street No.' },
- { key: 'agent_street_name', label: 'Agent Street Name' },
- { key: 'agent_city', label: 'Agent City' },
- { key: 'agent_province', label: 'Agent Province' },
- { key: 'agent_postal_code', label: 'Agent Postal Code' },
- { key: 'agent_home_phone', label: 'Agent Home Phone' },
- { key: 'agent_business_phone', label: 'Agent Business Phone' },
- { key: 'agent_phone_ext', label: 'Agent Phone Ext' },
- ]},
- { group: 'ADP - Equipment', keys: [
- { key: 'equipment_type', label: 'Equipment Type' },
- { key: 'seat_width', label: 'Seat Width' },
- { key: 'seat_depth', label: 'Seat Depth' },
- { key: 'seat_to_floor_height', label: 'Seat to Floor Height' },
- { key: 'back_height', label: 'Back Height' },
- { key: 'legrest_length', label: 'Legrest Length' },
- { key: 'cane_height', label: 'Cane Height' },
- ]},
- { group: 'ADP - Dates', keys: [
- { key: 'assessment_start_date', label: 'Assessment Start Date' },
- { key: 'assessment_end_date', label: 'Assessment End Date' },
- { key: 'claim_authorization_date', label: 'Authorization Date' },
- ]},
- { group: 'ADP - Authorizer', keys: [
- { key: 'authorizer_name', label: 'Authorizer Name' },
- { key: 'authorizer_phone', label: 'Authorizer Phone' },
- { key: 'authorizer_email', label: 'Authorizer Email' },
- ]},
- { group: 'ADP - Signatures', keys: [
- { key: 'signature_page_11', label: 'Page 11 Signature' },
- { key: 'signature_page_12', label: 'Page 12 Signature' },
- ]},
- { group: 'ADP - Other', keys: [
- { key: 'reference', label: 'Assessment Reference' },
- { key: 'reason_for_application', label: 'Reason for Application' },
- ]},
- ],
-
- odsp: [
- { group: 'ODSP - Signing Fields', keys: [
- { key: 'sa_client_name', label: 'Client Name (signing)' },
- { key: 'sa_sign_date', label: 'Signing Date' },
- { key: 'sa_signature', label: 'Client Signature' },
- ]},
- { group: 'ODSP - Client Details', keys: [
- { key: 'client_health_card', label: 'Health Card Number' },
- { key: 'client_health_card_version', label: 'Health Card Version' },
- { key: 'client_weight', label: 'Weight (lbs)' },
- ]},
- { group: 'ODSP - Dates', keys: [
- { key: 'assessment_start_date', label: 'Assessment Start Date' },
- { key: 'assessment_end_date', label: 'Assessment End Date' },
- ]},
- { group: 'ODSP - Authorizer', keys: [
- { key: 'authorizer_name', label: 'Authorizer Name' },
- { key: 'authorizer_phone', label: 'Authorizer Phone' },
- { key: 'authorizer_email', label: 'Authorizer Email' },
- ]},
- ],
-
- mod: [
- { group: 'MOD - Dates', keys: [
- { key: 'assessment_start_date', label: 'Assessment Start Date' },
- { key: 'assessment_end_date', label: 'Assessment End Date' },
- ]},
- { group: 'MOD - Authorizer', keys: [
- { key: 'authorizer_name', label: 'Authorizer Name' },
- { key: 'authorizer_phone', label: 'Authorizer Phone' },
- { key: 'authorizer_email', label: 'Authorizer Email' },
- ]},
- ],
-
- hardship: [
- { group: 'Hardship - Dates', keys: [
- { key: 'assessment_start_date', label: 'Assessment Start Date' },
- { key: 'assessment_end_date', label: 'Assessment End Date' },
- ]},
- { group: 'Hardship - Authorizer', keys: [
- { key: 'authorizer_name', label: 'Authorizer Name' },
- { key: 'authorizer_phone', label: 'Authorizer Phone' },
- { key: 'authorizer_email', label: 'Authorizer Email' },
- ]},
- ],
- };
-
- var DATA_KEYS = COMMON_KEYS.concat(CATEGORY_KEYS[templateCategory] || []);
-
- // Build a flat lookup: key -> label
- var KEY_LABELS = {};
- DATA_KEYS.forEach(function (g) {
- g.keys.forEach(function (k) { KEY_LABELS[k.key] = k.label; });
- });
-
- // Build ';
- DATA_KEYS.forEach(function (g) {
- html += '';
- });
- return html;
- }
-
- var COLORS = {
- text: { bg: 'rgba(52,152,219,0.25)', border: '#3498db' },
- checkbox: { bg: 'rgba(46,204,113,0.25)', border: '#2ecc71' },
- date: { bg: 'rgba(230,126,34,0.25)', border: '#e67e22' },
- signature: { bg: 'rgba(155,89,182,0.25)', border: '#9b59b6' },
- };
-
- var DEFAULT_SIZES = {
- text: { w: 0.150, h: 0.018 },
- checkbox: { w: 0.018, h: 0.018 },
- date: { w: 0.120, h: 0.018 },
- signature: { w: 0.200, h: 0.050 },
- };
-
- // ================================================================
- // JSONRPC helper
- // ================================================================
-
- function jsonrpc(url, params) {
- return fetch(url, {
- method: 'POST',
- headers: { 'Content-Type': 'application/json' },
- body: JSON.stringify({ jsonrpc: '2.0', method: 'call', id: 1, params: params || {} })
- }).then(function (r) { return r.json(); })
- .then(function (d) {
- if (d.error) { console.error('RPC error', d.error); return null; }
- return d.result;
- });
- }
-
- // ================================================================
- // Init
- // ================================================================
-
- function init() {
- loadFields();
- setupPageNavigation();
- setupPaletteDrag();
- setupContainerDrop();
- setupPreviewButton();
- buildDataKeysSidebar();
-
- // Prevent the image from intercepting drag events
- if (pageImage) {
- pageImage.style.pointerEvents = 'none';
- }
- // Also prevent any child (except field markers) from blocking drops
- container.querySelectorAll('#no_preview_placeholder').forEach(function (el) {
- el.style.pointerEvents = 'none';
- });
- }
-
- function buildDataKeysSidebar() {
- var list = document.getElementById('dataKeysList');
- if (!list) return;
- var html = '';
- DATA_KEYS.forEach(function (g) {
- html += '' + g.group + ':
';
- g.keys.forEach(function (k) {
- html += '' + k.key + '';
- });
- });
- list.innerHTML = html;
- }
-
- // ================================================================
- // Load fields
- // ================================================================
-
- function loadFields() {
- jsonrpc('/fusion/pdf-editor/fields', { template_id: templateId }).then(function (result) {
- if (!result) return;
- fields = {};
- result.forEach(function (f) { fields[f.id] = f; fieldCounter++; });
- renderFieldsForPage(currentPage);
- });
- }
-
- // ================================================================
- // Render fields on current page
- // ================================================================
-
- function renderFieldsForPage(page) {
- container.querySelectorAll('.pdf-field-marker').forEach(function (el) { el.remove(); });
- Object.values(fields).forEach(function (f) {
- if (f.page === page) renderFieldMarker(f);
- });
- updateFieldCount();
- }
-
- function renderFieldMarker(field) {
- var c = COLORS[field.field_type] || COLORS.text;
-
- var marker = document.createElement('div');
- marker.className = 'pdf-field-marker';
- marker.dataset.fieldId = field.id;
- marker.setAttribute('draggable', 'true');
-
- Object.assign(marker.style, {
- position: 'absolute',
- left: (field.pos_x * 100) + '%',
- top: (field.pos_y * 100) + '%',
- width: (field.width * 100) + '%',
- height: Math.max(field.height * 100, 1.5) + '%',
- backgroundColor: c.bg,
- border: '2px solid ' + c.border,
- borderRadius: '3px',
- cursor: 'move',
- display: 'flex',
- alignItems: 'center',
- fontSize: '10px',
- color: '#333',
- fontWeight: '600',
- overflow: 'hidden',
- whiteSpace: 'nowrap',
- textOverflow: 'ellipsis',
- padding: '0 4px',
- zIndex: 10,
- boxSizing: 'border-box',
- userSelect: 'none',
- });
-
- // Label text
- var label = document.createElement('span');
- label.style.pointerEvents = 'none';
- label.style.flex = '1';
- label.style.overflow = 'hidden';
- label.style.textOverflow = 'ellipsis';
- label.textContent = field.label || field.name;
- marker.appendChild(label);
-
- // Resize handle (bottom-right corner)
- var handle = document.createElement('div');
- Object.assign(handle.style, {
- position: 'absolute',
- right: '0',
- bottom: '0',
- width: '10px',
- height: '10px',
- backgroundColor: c.border,
- cursor: 'nwse-resize',
- borderRadius: '2px 0 2px 0',
- opacity: '0.7',
- });
- handle.className = 'resize-handle';
- handle.addEventListener('mousedown', function (e) {
- e.preventDefault();
- e.stopPropagation();
- startResize(field.id, e);
- });
- marker.appendChild(handle);
-
- // Tooltip
- marker.title = (field.label || field.name) + '\nKey: ' + (field.field_key || 'unmapped') + '\nType: ' + field.field_type;
-
- // Drag to reposition
- marker.addEventListener('dragstart', function (e) { onFieldDragStart(e, field.id); });
- marker.addEventListener('dragend', function (e) { e.target.style.opacity = ''; });
-
- // Click to select
- marker.addEventListener('click', function (e) {
- e.stopPropagation();
- selectField(field.id);
- });
-
- container.appendChild(marker);
-
- // Highlight if selected
- if (field.id === selectedFieldId) {
- marker.style.boxShadow = '0 0 0 3px #007bff';
- marker.style.zIndex = '20';
- }
- }
-
- // ================================================================
- // Drag existing fields to reposition
- // ================================================================
-
- var dragOffsetX = 0, dragOffsetY = 0;
- var dragFieldId = null;
- var dragSource = null; // 'field' or 'palette'
- var dragFieldType = null;
-
- function onFieldDragStart(e, fieldId) {
- dragSource = 'field';
- dragFieldId = fieldId;
- var rect = e.target.getBoundingClientRect();
- dragOffsetX = e.clientX - rect.left;
- dragOffsetY = e.clientY - rect.top;
- e.dataTransfer.effectAllowed = 'move';
- e.dataTransfer.setData('text/plain', 'field');
- requestAnimationFrame(function () { e.target.style.opacity = '0.4'; });
- }
-
- // ================================================================
- // Drag from palette to create new field
- // ================================================================
-
- function setupPaletteDrag() {
- document.querySelectorAll('.pdf-palette-item').forEach(function (item) {
- item.addEventListener('dragstart', function (e) {
- dragSource = 'palette';
- dragFieldType = e.currentTarget.dataset.fieldType;
- dragFieldId = null;
- e.dataTransfer.effectAllowed = 'copy';
- e.dataTransfer.setData('text/plain', 'palette');
- e.currentTarget.style.opacity = '0.5';
- });
- item.addEventListener('dragend', function (e) {
- e.currentTarget.style.opacity = '';
- });
- });
- }
-
- // ================================================================
- // Drop handler on PDF container
- // ================================================================
-
- function setupContainerDrop() {
- // Must preventDefault on dragover for drop to fire
- container.addEventListener('dragover', function (e) {
- e.preventDefault();
- e.stopPropagation();
- e.dataTransfer.dropEffect = (dragSource === 'palette') ? 'copy' : 'move';
- });
-
- container.addEventListener('dragenter', function (e) {
- e.preventDefault();
- e.stopPropagation();
- });
-
- container.addEventListener('drop', function (e) {
- e.preventDefault();
- e.stopPropagation();
-
- // Use the container rect as the reference area
- // (the image has pointer-events:none, so we use the container which matches its size)
- var rect = container.getBoundingClientRect();
-
- if (dragSource === 'palette' && dragFieldType) {
- // ---- CREATE new field at drop position ----
- var defaults = DEFAULT_SIZES[dragFieldType] || DEFAULT_SIZES.text;
- var posX = (e.clientX - rect.left) / rect.width;
- var posY = (e.clientY - rect.top) / rect.height;
- posX = normalize(posX, defaults.w);
- posY = normalize(posY, defaults.h);
- posX = round3(posX);
- posY = round3(posY);
-
- fieldCounter++;
- var autoName = dragFieldType + '_' + fieldCounter;
-
- var newField = {
- template_id: templateId,
- name: autoName,
- label: autoName,
- field_type: dragFieldType,
- field_key: autoName,
- page: currentPage,
- pos_x: posX,
- pos_y: posY,
- width: defaults.w,
- height: defaults.h,
- font_size: 10,
- };
-
- jsonrpc('/fusion/pdf-editor/create-field', newField).then(function (res) {
- if (res && res.id) {
- newField.id = res.id;
- fields[res.id] = newField;
- renderFieldsForPage(currentPage);
- selectField(res.id);
- }
- });
-
- } else if (dragSource === 'field' && dragFieldId && fields[dragFieldId]) {
- // ---- MOVE existing field ----
- var field = fields[dragFieldId];
- var posX = (e.clientX - rect.left - dragOffsetX) / rect.width;
- var posY = (e.clientY - rect.top - dragOffsetY) / rect.height;
- posX = normalize(posX, field.width);
- posY = normalize(posY, field.height);
- posX = round3(posX);
- posY = round3(posY);
-
- field.pos_x = posX;
- field.pos_y = posY;
- saveField(field.id, { pos_x: posX, pos_y: posY });
- renderFieldsForPage(currentPage);
- selectField(field.id);
- }
-
- dragSource = null;
- dragFieldId = null;
- dragFieldType = null;
- });
- }
-
- // ================================================================
- // Resize handles
- // ================================================================
-
- function startResize(fieldId, startEvent) {
- var field = fields[fieldId];
- if (!field) return;
-
- var imgRect = container.getBoundingClientRect();
- var startX = startEvent.clientX;
- var startY = startEvent.clientY;
- var startW = field.width;
- var startH = field.height;
- var marker = container.querySelector('[data-field-id="' + fieldId + '"]');
-
- function onMove(e) {
- var dx = (e.clientX - startX) / imgRect.width;
- var dy = (e.clientY - startY) / imgRect.height;
- var newW = Math.max(startW + dx, 0.010);
- var newH = Math.max(startH + dy, 0.005);
-
- // Clamp to page bounds
- if (field.pos_x + newW > 1.0) newW = 1.0 - field.pos_x;
- if (field.pos_y + newH > 1.0) newH = 1.0 - field.pos_y;
-
- field.width = round3(newW);
- field.height = round3(newH);
-
- if (marker) {
- marker.style.width = (field.width * 100) + '%';
- marker.style.height = Math.max(field.height * 100, 1.5) + '%';
- }
- }
-
- function onUp() {
- document.removeEventListener('mousemove', onMove);
- document.removeEventListener('mouseup', onUp);
- saveField(fieldId, { width: field.width, height: field.height });
- renderFieldsForPage(currentPage);
- selectField(fieldId);
- }
-
- document.addEventListener('mousemove', onMove);
- document.addEventListener('mouseup', onUp);
- }
-
- // ================================================================
- // Select field and show properties
- // ================================================================
-
- function selectField(fieldId) {
- selectedFieldId = fieldId;
- var field = fields[fieldId];
- if (!field) return;
-
- // Re-render to update highlights
- renderFieldsForPage(currentPage);
-
- var panel = document.getElementById('field_props_body');
- panel.innerHTML = ''
- + ''
- + ' '
- + ' '
- + '
'
- + row('Name', 'text', 'prop_name', field.name || '')
- + row('Label', 'text', 'prop_label', field.label || '')
- + ''
- + ' '
- + ' '
- + '
'
- + ''
- + '
'
- + '' + row('Font Size', 'number', 'prop_font_size', field.font_size || 10, '0.5') + '
'
- + ' ' + row('Page', 'number', 'prop_page', field.page || 1) + '
'
- + ''
- + '
'
- + '' + row('Width', 'number', 'prop_width', field.width || 0.15, '0.005') + '
'
- + ' ' + row('Height', 'number', 'prop_height', field.height || 0.015, '0.005') + '
'
- + ''
- + '
'
- + ''
- + '
'
- + ' '
- + '
'
- + ''
- + ' '
- + '
'
- + ''
- + ' '
- + ' '
- + ' '
- + '
'
- + ''
- + ' '
- + ' '
- + '
';
-
- // Auto-fill name and label when data key is selected
- document.getElementById('prop_field_key').addEventListener('change', function () {
- var selectedKey = this.value;
- if (selectedKey && KEY_LABELS[selectedKey]) {
- document.getElementById('prop_name').value = selectedKey;
- document.getElementById('prop_label').value = KEY_LABELS[selectedKey];
- }
- });
-
- var alignBtns = panel.querySelectorAll('[data-align]');
- alignBtns.forEach(function (btn) {
- btn.addEventListener('click', function () {
- alignBtns.forEach(function (b) { b.classList.remove('active'); });
- btn.classList.add('active');
- });
- });
-
- document.getElementById('btn_save_props').addEventListener('click', function () {
- var keySelect = document.getElementById('prop_field_key');
- var selectedKey = keySelect ? keySelect.value : '';
- var activeAlign = panel.querySelector('[data-align].active');
- var vals = {
- name: val('prop_name'),
- label: val('prop_label'),
- field_key: selectedKey,
- field_type: val('prop_type'),
- font_size: parseFloat(val('prop_font_size')) || 10,
- page: parseInt(val('prop_page')) || 1,
- width: parseFloat(val('prop_width')) || 0.15,
- height: parseFloat(val('prop_height')) || 0.015,
- text_align: activeAlign ? activeAlign.dataset.align : 'left',
- };
- Object.assign(field, vals);
- saveField(fieldId, vals);
- renderFieldsForPage(currentPage);
- selectField(fieldId);
- });
-
- document.getElementById('btn_delete_field').addEventListener('click', function () {
- if (!confirm('Delete "' + (field.label || field.name) + '"?')) return;
- jsonrpc('/fusion/pdf-editor/delete-field', { field_id: fieldId }).then(function () {
- delete fields[fieldId];
- selectedFieldId = null;
- renderFieldsForPage(currentPage);
- panel.innerHTML = 'Field deleted.
'; - }); - }); - } - - // ================================================================ - // Save field to server - // ================================================================ - - function saveField(fieldId, values) { - jsonrpc('/fusion/pdf-editor/update-field', { field_id: fieldId, values: values }); - } - - // ================================================================ - // Page navigation - // ================================================================ - - function setupPageNavigation() { - var prev = document.getElementById('btn_prev_page'); - var next = document.getElementById('btn_next_page'); - if (prev) prev.addEventListener('click', function () { if (currentPage > 1) switchPage(--currentPage); }); - if (next) next.addEventListener('click', function () { if (currentPage < pageCount) switchPage(++currentPage); }); - } - - function switchPage(page) { - currentPage = page; - var d = document.getElementById('current_page_display'); - if (d) d.textContent = page; - jsonrpc('/fusion/pdf-editor/page-image', { template_id: templateId, page: page }).then(function (r) { - if (r && r.image_url && pageImage) pageImage.src = r.image_url; - renderFieldsForPage(page); - }); - } - - // ================================================================ - // Preview - // ================================================================ - - function setupPreviewButton() { - var btn = document.getElementById('btn_preview'); - if (btn) btn.addEventListener('click', function () { - window.open('/fusion/pdf-editor/preview/' + templateId, '_blank'); - }); - } - - // ================================================================ - // Helpers - // ================================================================ - - function normalize(pos, dim) { - if (pos < 0) return 0; - if (pos + dim > 1.0) return 1.0 - dim; - return pos; - } - - function round3(n) { return Math.round((n || 0) * 1000) / 1000; } - - function val(id) { var el = document.getElementById(id); return el ? el.value : ''; } - - function sel(current, option) { return current === option ? ' selected' : ''; } - - function row(label, type, id, value, step) { - return ''
- + '
';
- }
-
- function updateFieldCount() {
- var el = document.getElementById('field_count');
- if (el) el.textContent = Object.keys(fields).length;
- }
-
- // ================================================================
- // Start
- // ================================================================
-
- init();
-});
diff --git a/fusion_authorizer_portal/fusion_authorizer_portal/static/src/js/portal_search.js b/fusion_authorizer_portal/fusion_authorizer_portal/static/src/js/portal_search.js
deleted file mode 100644
index 7961773..0000000
--- a/fusion_authorizer_portal/fusion_authorizer_portal/static/src/js/portal_search.js
+++ /dev/null
@@ -1,161 +0,0 @@
-/**
- * Fusion Authorizer Portal - Real-time Search
- */
-
-odoo.define('fusion_authorizer_portal.portal_search', function (require) {
- 'use strict';
-
- var publicWidget = require('web.public.widget');
- var ajax = require('web.ajax');
-
- publicWidget.registry.PortalSearch = publicWidget.Widget.extend({
- selector: '#portal-search-input',
- events: {
- 'input': '_onSearchInput',
- 'keydown': '_onKeyDown',
- },
-
- init: function () {
- this._super.apply(this, arguments);
- this.debounceTimer = null;
- this.searchEndpoint = this._getSearchEndpoint();
- this.resultsContainer = null;
- },
-
- start: function () {
- this._super.apply(this, arguments);
- this.resultsContainer = document.getElementById('cases-table-body');
- return Promise.resolve();
- },
-
- _getSearchEndpoint: function () {
- // Determine which portal we're on
- var path = window.location.pathname;
- if (path.includes('/my/authorizer')) {
- return '/my/authorizer/cases/search';
- } else if (path.includes('/my/sales')) {
- return '/my/sales/cases/search';
- }
- return null;
- },
-
- _onSearchInput: function (ev) {
- var self = this;
- var query = ev.target.value.trim();
-
- clearTimeout(this.debounceTimer);
-
- if (query.length < 2) {
- // If query is too short, reload original page
- return;
- }
-
- // Debounce - wait 250ms before searching
- this.debounceTimer = setTimeout(function () {
- self._performSearch(query);
- }, 250);
- },
-
- _onKeyDown: function (ev) {
- if (ev.key === 'Enter') {
- ev.preventDefault();
- var query = ev.target.value.trim();
- if (query.length >= 2) {
- this._performSearch(query);
- }
- } else if (ev.key === 'Escape') {
- ev.target.value = '';
- window.location.reload();
- }
- },
-
- _performSearch: function (query) {
- var self = this;
-
- if (!this.searchEndpoint) {
- console.error('Search endpoint not found');
- return;
- }
-
- // Show loading indicator
- this._showLoading(true);
-
- ajax.jsonRpc(this.searchEndpoint, 'call', {
- query: query
- }).then(function (response) {
- self._showLoading(false);
-
- if (response.error) {
- console.error('Search error:', response.error);
- return;
- }
-
- self._renderResults(response.results, query);
- }).catch(function (error) {
- self._showLoading(false);
- console.error('Search failed:', error);
- });
- },
-
- _showLoading: function (show) {
- var spinner = document.querySelector('.search-loading');
- if (spinner) {
- spinner.classList.toggle('active', show);
- }
- },
-
- _renderResults: function (results, query) {
- if (!this.resultsContainer) {
- return;
- }
-
- if (!results || results.length === 0) {
- this.resultsContainer.innerHTML = `
- No results found for "${query}"
--
-
- Create your first assessment -
-- Assessments are used to record wheelchair specifications and client needs. - Once completed, they will create a draft sale order for review. -
--
-
- Create your first PDF template -
-- Upload a funding agency's PDF form, position fields on it using the - visual editor, and generate filled PDFs automatically from assessment data. -
-
-
-
-
-
-
-
- - - Straight Stair Lift Assessment -
- - -
-
-
-
-
-
-
- - - Curved Stair Lift Assessment -
- - -
-
-
-
-
-
-
- - - Vertical Platform Lift Assessment -
- - -
-
-
-
-
-
-
- - - Ceiling Lift Assessment -
- - -
-
-
-
-
-
-
- - - Custom Ramp Assessment -
- - -
-
-
-
-
-
-
- - - Bathroom Modification Assessment -
- - -
-
-
-
-
-
-
- - - Tub Cutout Assessment -
- - -
-
-
-
-
-
-
-
-
-
- - - Accessibility Assessment -
-- Select the type of accessibility assessment you want to perform. -
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
- Straight Stair Lift
-- Standard stair lift for straight staircases. - Includes track length calculation. -
- - Start Assessment - -
-
-
-
-
-
-
-
-
-
-
- Curved Stair Lift
-- Custom curved stair lift with parking options. - Includes curve and step calculations. -
- - Start Assessment - -
-
-
-
-
-
-
-
-
-
-
- Vertical Platform Lift
-- VPL assessment with room dimensions, - power requirements, and certification. -
- - Start Assessment - -
-
-
-
-
-
-
-
-
-
-
- Ceiling Lift
-- Ceiling lift with track length, movement type, - and additional features. -
- - Start Assessment - -
-
-
-
-
-
-
-
-
-
-
- Custom Ramp
-- Ramp with Ontario Building Code compliance. - Auto-calculates length and landings. -
- - Start Assessment - -
-
-
-
-
-
-
-
-
-
-
- Bathroom Modification
-- General bathroom modifications. - Free-form description with photos. -
- - Start Assessment - -
-
-
-
-
-
-
-
-
- Tub Cutout
-- Tub cutout assessment with internal and - external height measurements. -
- - Start Assessment - -
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
- - - My Accessibility Assessments -
-
-
-
-
-
-
-
- | Reference | -Type | -Client | -Date | -Status | -Sale Order | -
|---|---|---|---|---|---|
| - - | -
- |
- - | - |
- |
-
- |
-
-
-
-
- No accessibility assessments found.
- Create your first assessment.
-
-
-
-
-
-
-
-
-
- Client Information
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
- Photos
-
-
-
-
-
-
-
- You can select multiple photos. Accepted formats: JPG, PNG, GIF, WEBP
-
-
-
-
-
-
-
-
-
-
-
-
- General Notes
-
-
-
-
-
-
-
-
-
-
-
-
-
-
- Cancel
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
- ADP Assessment Express Form
-Reference:
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
- Book Another -
- Assessment Booked!
-Thank you! Your assessment has been scheduled. We will confirm the date and time shortly.
-You will receive a text message confirmation.
-- Book Another -
-
-
-
-
-
- Book an Accessibility Assessment
-Fill out the form below and our team will schedule a home visit.
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
- Back
-
-
-
-
-
- Page 1
- of
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
- Field Types
-
-
- Drag a field onto the PDF
- -
-
-
- Text Field
-
-
-
- Checkbox
-
-
-
- Date Field
-
-
-
- Signature
-
-
-
-
-
- - Data Keys - -
-
-
-
-
-
-
-
-
-
-
-
-
-
-
- ![]()
-
-
-
-
-
-
-
-
-
-
-
- No page preview image yet.
-- Upload a screenshot/photo of the PDF page, or click - "Generate Page Previews" in the backend form. -
-
-
-
-
-
-
- Field Properties
-
-
- Click a field on the PDF to edit its properties.
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
- Current Task
- In Progress -
-
-
-
-
- Next Task
- -
-
-
- No tasks scheduled for today
-Check tomorrow's schedule or view all your tasks.
-Today's Schedule
-
-
-
-
-
-
-
-
-
- /
-
-
-
-
-
-
-
- All Tasks
-
-
-
-
-
-
-
-
-
-
-
-
-
- My Start Location
- Where your day starts (for travel time calculations)
-
-
-
-
-
- Using company default location. Set yours above.
-
-
-
-
-
-
-
-
-
-
-
-
-
-
- My Tasks
- - -
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
- No tasks found
-
-
-
-
-
-
- Complete Previous Task First
-You need to complete
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
- Tomorrow's Schedule
-
-
-
- Equipment to Prepare
--
-
-
-
- No tasks scheduled for tomorrow
-Enjoy your day off, or check back later for schedule updates.
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
- Total travel:
-
-
-
-
-
-
-
-
-
-
-
-
- No tasks scheduled for this date.
-
-
-
-
-
-
-
-
-
-
-
- Technician Locations
- - View History - -
- Last updated locations (past 24 hours):
-
-
-
- -
-
No location data in the past 24 hours.
-
- Google Maps API key not configured.
- Please set it in Settings > Fusion Claims > Google Maps API Key.
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
- Welcome back,
-
-
- Welcome back,
-
-
-
-
- Today
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
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-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
- Upcoming ADP Posting Schedule
-
-
-
-
-
-
-
- Next ADP Posting
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
- Submission Deadline:
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
- Welcome back,
-
- Welcome back,
-
-
-
-
-
-
-
-
- My Cases
- View and manage your assigned cases
-
-
-
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- Assessments
- View completed assessments
-
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- New Assessment
- Start a new client assessment
-
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- Needs Your Attention
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- Pending Assessments
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- Recent Cases
-
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- No cases yet
-Cases assigned to you will appear here.
-
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- - - My Cases -
-
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-
- | - - Reference - - | -- - Client - - | -- - Date - - | -Claim # | -- - Status - - | -Actions | -
|---|---|---|---|---|---|
|
- |
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- |
- - - View - - | -
-
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- No cases found
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- Case Details
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- Order Date:
Client:
Address:
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Reason:
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- Claim Number:
Client Ref 1:
Client Ref 2:
Sales Rep:
Status:
-
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- Important Dates
-
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- Assessment Start:
Assessment End:
Claim Submission:
-
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- Authorization:
Approval:
ADP Delivery:
-
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- Products/Devices
-
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- | ADP Code | -Description | -Qty | -Serial # | -
|---|---|---|---|
-
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- Messages
-
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- -
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- No messages yet.
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- S/N:
- Checked Out:
- Days Out:
- Expected Return:
-
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- No loaner equipment assigned
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- Documents
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- Other Attachments
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- Original ADP Application
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- Final ADP Application
-
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- XML File
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- Proof of Delivery
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- Approval Screenshots (
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- ![Approval Screenshot]()
-
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- Approval Screenshot
- -
- ![Approval Screenshot]()
-
- No additional attachments.
-
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- Proof of Delivery
-
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-
-
- - Recollect Signature - -
-
-
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-
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- Signature Collected
-
-
- Client Name:
- Signature Date:
-
Collected By:
-
- - Recollect Signature - -
-
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-
- Collect POD Signature
-
- No signature collected yet
-
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- - - Sales Dashboard -
-Welcome back,
-
-
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-
- Total Cases
-
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- Draft
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- Pending
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- Quick Actions
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- Search & Filter Cases
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- Pending Assessments
-
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- | Reference | -Client | -Date | -Status | -- |
|---|---|---|---|---|
|
-
- |
- - - Continue - - | -
-
-
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-
-
-
-
-
- Search Results (
- Recent Cases
-
- View All
-
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-
- | Reference | -Client | -Type | -Date | -Status | -
|---|---|---|---|---|
|
-
- ADP
- ADP/ODSP
- Direct
- Regular
-
- |
-
-
-
-
- |
-
- ADP
- ADP/ODSP
- ODSP
- WSIB
- Direct/Private
- Insurance
- March of Dimes
- Muscular Dystrophy
- Others
- Rentals
- Regular
- Sales
- |
-
-
- |
-
-
-
- No cases yet. Start a new assessment!
-
-
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-
-
- - - My Cases -
-
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-
-
- | Reference | -Client | -Type | -Date | -Claim # | -Status | -
|---|---|---|---|---|---|
|
-
- ADP
- ADP/ODSP
- Direct
- Regular
-
- |
-
-
-
-
- |
-
- ADP
- ADP/ODSP
- ODSP
- WSIB
- Direct/Private
- Insurance
- March of Dimes
- Muscular Dystrophy
- Others
- Rentals
- Regular
- Sales
- |
-
- |
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- |
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- No cases found
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- | Reference | -Client | -Date | -Authorizer | -Status | -
|---|---|---|---|---|
|
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- No assessments found
- -
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- Draft
- Pending Signature
- Completed
- Cancelled
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- - - Capture Signatures -
-
- Assessment:
-
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- Page 11 - Authorizer/OT Signature
-
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- Signature Saved
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- Page 12 - Client Signature
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- Signature Saved
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- - - My Funding Claims -
-View the status and documents of your funding applications.
-
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- Pending
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- Claim #:
-
- Reason:
-
- Date:
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- Approval Date:
-
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- No funding claims found
-You don't have any funding claims on record.
-
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-
-
-
- Claim Information
-
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-
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-
-
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- Status:
-
Reason for Application:
-
Order Date:
-
-
-
-
-
-
-
- Claim Number:
Approval Date:
Delivery Date:
-
-
-
-
- Important Dates
-
-
-
-
-
-
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-
-
-
-
-
- Assessment Start:
Assessment End:
Submission Date:
-
-
-
-
-
-
-
- Authorization Date:
Approval Date:
ADP Delivery Date:
-
-
- Invoices
-
-
-
-
-
-
- | Invoice | -Date | -Amount | -Status | -- |
|---|---|---|---|---|
|
-
- |
- - - - - | -
-
-
-
-
-
-
- Documents
-
-
-
-
-
- Need Help?
-
-
-
- - If you have questions about your funding claim, please contact us. -
- - Contact Us - -
-
-
-
-
-
-
-
-
-
-
-
- - - Technician Dashboard -
-Welcome back! Here are your assigned deliveries.
-
-
-
-
-
-
-
-
-
-
-
- Total Assigned
-
-
-
-
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-
- Ready for Delivery
-
-
-
-
-
-
-
- Pending POD
-
-
-
-
-
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-
- POD Collected
-
-
-
-
-
-
-
-
-
- Pending POD Signatures
-
-
-
-
-
-
-
-
- | Order | -Client | -Address | -Scheduled | -Action | -
|---|---|---|---|---|
|
-
- |
-
- |
-
- |
- - - Collect POD - - | -
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
- My Deliveries
-
-
-
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-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
- | Order | -Client | -Delivery Address | -Scheduled | -POD Status | -Action | -
|---|---|---|---|---|---|
|
-
- Claim: |
-
- - |
-
- |
-
- |
-
- |
- |
|
- - No deliveries found - |
- |||||
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
- - Order Details -
-
-
-
-
-
-
- Order:
Client:
- Claim #:
-
- Status:
-
- Scheduled:
-
-
-
-
-
-
- - Delivery Address -
-
-
-
-
-
-
-
-
-
-
- - Items to Deliver -
-
-
-
-
-
- | Product | -Quantity | -Serial # | -
|---|---|---|
-
-
-
-
-
-
- - - Proof of Delivery -
-
-
-
-
-
-
- Signature Collected
-Client Name:
- Date:
Collected By:
Signature not yet collected
- - Collect POD Signature - -
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
- Proof of Delivery -
-
-
-
- Proof of Delivery -
-
-
-
-
-
-
-
-
-
-
- Delivery Summary
-
-
- -
-
-
-
-
-
-
-
-
-
-
-
-
- Client:
Order:
- Claim #:
-
-
-
- Delivery Address:
-
-
-
- -
Items Delivered:
-| Item | -Qty | -
|---|---|
|
- |
-
No order lines found for this case.
-
-
-
-
-
-
-
- Client Signature
-
-
-
-
-
-
-
-
- A signature has already been collected for this order.
- Submitting a new signature will replace the existing one.
-
-
- Email Required: An email address is required to send a portal invitation.
-
-
-
-
- Portal Access Granted: This contact has portal access.
-
- ' + g.group + ':
';
+ g.keys.forEach(function (k) {
+ html += '' + k.key + '';
+ });
+ });
+ list.innerHTML = html;
+ }
+
// ================================================================
// Load fields
// ================================================================
@@ -507,10 +577,20 @@ document.addEventListener('DOMContentLoaded', function () {
+ ' '
+ '
'
+ ''
- + ''
- + '';
+ + ''
+ + ' '
+ + '
'
+ + ''
+ + ' '
+ + ' '
+ + ' '
+ + '
'
+ + ''
+ + ' '
+ + ' '
+ + '
';
// Auto-fill name and label when data key is selected
document.getElementById('prop_field_key').addEventListener('change', function () {
@@ -521,9 +601,18 @@ document.addEventListener('DOMContentLoaded', function () {
}
});
+ var alignBtns = panel.querySelectorAll('[data-align]');
+ alignBtns.forEach(function (btn) {
+ btn.addEventListener('click', function () {
+ alignBtns.forEach(function (b) { b.classList.remove('active'); });
+ btn.classList.add('active');
+ });
+ });
+
document.getElementById('btn_save_props').addEventListener('click', function () {
var keySelect = document.getElementById('prop_field_key');
var selectedKey = keySelect ? keySelect.value : '';
+ var activeAlign = panel.querySelector('[data-align].active');
var vals = {
name: val('prop_name'),
label: val('prop_label'),
@@ -533,6 +622,7 @@ document.addEventListener('DOMContentLoaded', function () {
page: parseInt(val('prop_page')) || 1,
width: parseFloat(val('prop_width')) || 0.15,
height: parseFloat(val('prop_height')) || 0.015,
+ text_align: activeAlign ? activeAlign.dataset.align : 'left',
};
Object.assign(field, vals);
saveField(fieldId, vals);
diff --git a/fusion_authorizer_portal/utils/pdf_filler.py b/fusion_authorizer_portal/utils/pdf_filler.py
index b737e2e..feaca15 100644
--- a/fusion_authorizer_portal/utils/pdf_filler.py
+++ b/fusion_authorizer_portal/utils/pdf_filler.py
@@ -109,13 +109,25 @@ class PDFTemplateFiller:
if field_type in ('text', 'date'):
c.setFont(font_name, font_size)
- c.drawString(abs_x, abs_y, str(value))
+ text_val = str(value)
+ field_h = field.get('height', 0.018) * page_h
+ text_y = abs_y - field_h + (field_h - font_size) / 2
+ align = field.get('text_align', 'left')
+ if align == 'center':
+ center_x = abs_x + (field.get('width', 0.15) * page_w) / 2
+ c.drawCentredString(center_x, text_y, text_val)
+ elif align == 'right':
+ right_x = abs_x + field.get('width', 0.15) * page_w
+ c.drawRightString(right_x, text_y, text_val)
+ else:
+ c.drawString(abs_x, text_y, text_val)
elif field_type == 'checkbox':
- if value: # Only draw if truthy
- # Checkmark using ZapfDingbats (same as sign module)
+ if value:
c.setFont('ZapfDingbats', font_size)
- c.drawString(abs_x, abs_y, '4') # checkmark character
+ cb_h = field.get('height', 0.018) * page_h
+ cb_y = abs_y - cb_h + (cb_h - font_size) / 2
+ c.drawString(abs_x, cb_y, '4')
elif field_type == 'signature':
sig_data = signatures.get(field_key)
diff --git a/fusion_authorizer_portal/views/portal_assessment_express.xml b/fusion_authorizer_portal/views/portal_assessment_express.xml
index 078f35a..d2a625d 100644
--- a/fusion_authorizer_portal/views/portal_assessment_express.xml
+++ b/fusion_authorizer_portal/views/portal_assessment_express.xml
@@ -1310,48 +1310,42 @@
handleReasonChange();
}
+ function disableFormInputs(form) {
+ if (!form) return;
+ form.style.display = 'none';
+ form.querySelectorAll('input, select, textarea').forEach(function(el) {
+ el.disabled = true;
+ if (el.hasAttribute('required')) {
+ el.removeAttribute('required');
+ el.dataset.wasRequired = 'true';
+ }
+ });
+ }
+
+ function enableFormInputs(form) {
+ if (!form) return;
+ form.style.display = 'block';
+ form.querySelectorAll('input, select, textarea').forEach(function(el) {
+ el.disabled = false;
+ if (el.dataset.wasRequired === 'true') {
+ el.setAttribute('required', 'required');
+ }
+ });
+ }
+
function showEquipmentForm() {
var value = equipmentSelect ? equipmentSelect.value : '';
- // Hide all forms and disable required on hidden fields
- if (rollatorForm) {
- rollatorForm.style.display = 'none';
- rollatorForm.querySelectorAll('[required]').forEach(function(el) {
- el.removeAttribute('required');
- el.dataset.wasRequired = 'true';
- });
- }
- if (wheelchairForm) {
- wheelchairForm.style.display = 'none';
- wheelchairForm.querySelectorAll('[required]').forEach(function(el) {
- el.removeAttribute('required');
- el.dataset.wasRequired = 'true';
- });
- }
- if (powerchairForm) {
- powerchairForm.style.display = 'none';
- powerchairForm.querySelectorAll('[required]').forEach(function(el) {
- el.removeAttribute('required');
- el.dataset.wasRequired = 'true';
- });
- }
+ disableFormInputs(rollatorForm);
+ disableFormInputs(wheelchairForm);
+ disableFormInputs(powerchairForm);
- // Show selected form and restore required
- if (value === 'rollator' && rollatorForm) {
- rollatorForm.style.display = 'block';
- rollatorForm.querySelectorAll('[data-was-required]').forEach(function(el) {
- el.setAttribute('required', 'required');
- });
- } else if (value === 'wheelchair' && wheelchairForm) {
- wheelchairForm.style.display = 'block';
- wheelchairForm.querySelectorAll('[data-was-required]').forEach(function(el) {
- el.setAttribute('required', 'required');
- });
- } else if (value === 'powerchair' && powerchairForm) {
- powerchairForm.style.display = 'block';
- powerchairForm.querySelectorAll('[data-was-required]').forEach(function(el) {
- el.setAttribute('required', 'required');
- });
+ if (value === 'rollator') {
+ enableFormInputs(rollatorForm);
+ } else if (value === 'wheelchair') {
+ enableFormInputs(wheelchairForm);
+ } else if (value === 'powerchair') {
+ enableFormInputs(powerchairForm);
}
}
diff --git a/fusion_authorizer_portal/views/portal_pdf_editor.xml b/fusion_authorizer_portal/views/portal_pdf_editor.xml
index 2920cc6..4988196 100644
--- a/fusion_authorizer_portal/views/portal_pdf_editor.xml
+++ b/fusion_authorizer_portal/views/portal_pdf_editor.xml
@@ -12,7 +12,8 @@
+ t-att-data-current-page="1"
+ t-att-data-category="template.category or 'other'">
-
+
@@ -96,7 +97,7 @@
@@ -106,36 +107,8 @@
-
diff --git a/fusion_claims/__manifest__.py b/fusion_claims/__manifest__.py
index 497f81f..a690e49 100644
--- a/fusion_claims/__manifest__.py
+++ b/fusion_claims/__manifest__.py
@@ -5,7 +5,7 @@
{
'name': 'Fusion Claims',
- 'version': '19.0.5.0.0',
+ 'version': '19.0.5.1.0',
'category': 'Sales',
'summary': 'Complete ADP Claims Management with Dashboard, Sales Integration, Billing Automation, and Two-Stage Verification.',
'description': """
@@ -77,13 +77,17 @@
'sale',
'sale_management',
'sale_margin',
+ 'purchase',
'account',
'sales_team',
'stock',
'calendar',
'ai',
- 'fusion_faxes',
+ 'fusion_ringcentral',
],
+ 'external_dependencies': {
+ 'python': ['pdf2image', 'PIL'],
+ },
'data': [
'security/security.xml',
'security/ir.model.access.csv',
@@ -132,6 +136,7 @@
'views/submission_history_views.xml',
'views/fusion_loaner_views.xml',
'views/technician_task_views.xml',
+ 'views/task_sync_views.xml',
'views/technician_location_views.xml',
'report/report_actions.xml',
'report/report_templates.xml',
diff --git a/fusion_claims/data/ir_config_parameter_data.xml b/fusion_claims/data/ir_config_parameter_data.xml
index 0ce0242..3229971 100644
--- a/fusion_claims/data/ir_config_parameter_data.xml
+++ b/fusion_claims/data/ir_config_parameter_data.xml
@@ -147,5 +147,11 @@
-
Client:
- client_last_name
- client_first_name
- client_middle_name
- client_health_card
- client_health_card_version
- client_street
- client_unit
- client_city
- client_state
- client_postal_code
- client_phone
- client_email
- client_weight
- Consent:
- consent_applicant
- consent_agent
- consent_date
- agent_rel_spouse
- agent_rel_parent
- agent_rel_child
- agent_rel_poa
- agent_rel_guardian
- agent_last_name
- agent_first_name
- agent_middle_initial
- Signatures:
- signature_page_11
- signature_page_12
+ Please review the attached quotation. If you have any questions or need assistance, do not hesitate to contact us.
- Best regards,
-
-
-
+
-
- This is an automated notification from the ADP Claims Management System.
-
--
+ Your order is being processed. We will keep you updated on the delivery status and any updates from the Assistive Devices Program.
- Best regards,
-
-
-
+
@@ -178,19 +158,10 @@
-
- This is an automated notification from the ADP Claims Management System.
-
--
+ Please review the attached invoice and process payment at your earliest convenience. Contact us if you have any questions.
-
- Best regards,
-
-
-
+
diff --git a/fusion_claims/data/pdf_template_data.xml b/fusion_claims/data/pdf_template_data.xml
index d1023ab..48f8e2b 100644
--- a/fusion_claims/data/pdf_template_data.xml
+++ b/fusion_claims/data/pdf_template_data.xml
@@ -1,18 +1,7 @@
-
- This is an automated notification from the ADP Claims Management System.
-
--
+
-
-
-
-
-
-
-
-
-
-
ADP Quotation
-
- Please find attached your quotation
| Quotation Details | |
| Reference | |
| Date | |
| Authorizer | |
| Client Portion (25%) | |
| ADP Portion (75%) | |
| Total | |
-
- Attached: ADP Quotation (PDF)
-
-
- Please review the attached quotation. If you have any questions or need assistance, do not hesitate to contact us.
---
-
-
-
-
-
-
-
-
-
-
-
Order Confirmed
-
- Your ADP sales order
| Order Details | |
| Reference | |
| Date | |
| Authorizer | |
| Client Portion (25%) | |
| ADP Portion (75%) | |
| Total | |
-
- Attached: Sales Order Confirmation (PDF)
-
-
- Your order is being processed. We will keep you updated on the delivery status and any updates from the Assistive Devices Program.
---
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
Invoice
-
- Please find attached your invoice
| Invoice Details | |
| Invoice | |
| Date | |
| Due Date | |
| Type |
- |
| Amount Due | |
-
- Attached: Invoice (PDF)
-
-
- This invoice represents your client portion for the ADP-funded equipment. The remaining amount will be billed directly to the Assistive Devices Program.
-
-
- Please review the attached invoice and process payment at your earliest convenience. Contact us if you have any questions.
---
- '
- f'Invoice sent to case worker: {case_worker.name} ({case_worker.email})'
- f'
'
- ),
- message_type='notification',
- subtype_xmlid='mail.mt_note',
- )
-
- return {
- 'type': 'ir.actions.client',
- 'tag': 'display_notification',
- 'params': {
- 'title': 'Invoice Sent',
- 'message': f'Invoice sent to {case_worker.name} ({case_worker.email})',
- 'type': 'success',
- 'sticky': False,
- },
- }
-
- # ==========================================================================
- # INVOICE TYPE AND CLIENT TYPE FIELDS
- # ==========================================================================
- x_fc_invoice_type = fields.Selection(
- selection=[
- ('adp', 'ADP'),
- ('adp_client', 'ADP Client Portion'),
- ('adp_odsp', 'ADP/ODSP'),
- ('odsp', 'ODSP'),
- ('wsib', 'WSIB'),
- ('direct_private', 'Direct/Private'),
- ('insurance', 'Insurance'),
- ('march_of_dimes', 'March of Dimes'),
- ('muscular_dystrophy', 'Muscular Dystrophy'),
- ('other', 'Others'),
- ('rental', 'Rentals'),
- ('hardship', 'Hardship Funding'),
- ('regular', 'Regular'),
- ],
- string='Invoice Type',
- tracking=True,
- help='Type of invoice for billing purposes',
- )
- x_fc_client_type = fields.Selection(
- selection=[
- ('REG', 'REG'),
- ('ODS', 'ODS'),
- ('OWP', 'OWP'),
- ('ACS', 'ACS'),
- ('LTC', 'LTC'),
- ('SEN', 'SEN'),
- ('CCA', 'CCA'),
- ],
- string='Client Type',
- tracking=True,
- help='Client type for ADP portion calculations. REG = 75%/25%, others = 100%/0%',
- )
-
- # Authorizer Required field - only for certain invoice types
- x_fc_authorizer_required = fields.Selection(
- selection=[
- ('yes', 'Yes'),
- ('no', 'No'),
- ],
- string='Authorizer Required?',
- help='For ODSP, Direct/Private, Insurance, Others, and Rentals - specify if an authorizer is needed.',
- )
-
- # Computed field to determine if authorizer should be shown
- x_fc_show_authorizer = fields.Boolean(
- compute='_compute_show_authorizer',
- string='Show Authorizer',
- )
-
- @api.depends('x_fc_invoice_type', 'x_fc_authorizer_required')
- def _compute_show_authorizer(self):
- """Compute whether to show the authorizer field based on invoice type and authorizer_required."""
- # Invoice types that require the "Authorizer Required?" question
- optional_auth_types = ('odsp', 'direct_private', 'insurance', 'other', 'rental')
- # Invoice types where authorizer is always shown
- always_auth_types = ('adp', 'adp_client', 'adp_odsp', 'wsib', 'march_of_dimes', 'muscular_dystrophy')
-
- for move in self:
- invoice_type = move.x_fc_invoice_type
- if invoice_type in always_auth_types:
- move.x_fc_show_authorizer = True
- elif invoice_type in optional_auth_types:
- move.x_fc_show_authorizer = move.x_fc_authorizer_required == 'yes'
- else:
- move.x_fc_show_authorizer = False
-
- # Computed field to determine if "Authorizer Required?" question should be shown
- x_fc_show_authorizer_question = fields.Boolean(
- compute='_compute_show_authorizer_question',
- string='Show Authorizer Question',
- )
-
- @api.depends('x_fc_invoice_type')
- def _compute_show_authorizer_question(self):
- """Compute whether to show the 'Authorizer Required?' field."""
- optional_auth_types = ('odsp', 'direct_private', 'insurance', 'other', 'rental')
- for move in self:
- move.x_fc_show_authorizer_question = move.x_fc_invoice_type in optional_auth_types
-
- # ==========================================================================
- # ADP CLAIM FIELDS (Copied from Sale Order)
- # ==========================================================================
- x_fc_claim_number = fields.Char(
- string='Claim Number',
- tracking=True,
- copy=False,
- help='ADP Claim Number',
- )
- x_fc_client_ref_1 = fields.Char(
- string='Client Reference 1',
- help='Primary client reference (e.g., Health Card Number)',
- )
- x_fc_client_ref_2 = fields.Char(
- string='Client Reference 2',
- help='Secondary client reference',
- )
- x_fc_adp_delivery_date = fields.Date(
- string='ADP Delivery Date',
- help='Date the product was delivered to the client (for ADP billing)',
- )
- x_fc_service_start_date = fields.Date(
- string='Service Start Date',
- help='Service period start date (optional)',
- )
- x_fc_service_end_date = fields.Date(
- string='Service End Date',
- help='Service period end date (optional)',
- )
- x_fc_authorizer_id = fields.Many2one(
- 'res.partner',
- string='Authorizer',
- help='Authorizer contact for this invoice',
- domain="[('is_company', '=', False)]",
- )
-
- x_fc_primary_serial = fields.Char(
- string='Primary Serial Number',
- help='Primary serial number for the invoice (header level). '
- 'Line-level serials are tracked on individual invoice lines.',
- copy=False,
- )
-
- # ==========================================================================
- # SPLIT INVOICE TRACKING
- # ==========================================================================
- x_fc_source_sale_order_id = fields.Many2one(
- 'sale.order',
- string='Source Sale Order',
- help='The sale order this split invoice was created from',
- index=True,
- )
- x_fc_adp_invoice_portion = fields.Selection(
- selection=[
- ('client', 'Client Portion (25%)'),
- ('adp', 'ADP Portion (75%)'),
- ('full', 'Full Invoice'),
- ],
- string='Invoice Portion',
- default='full',
- help='Tracks whether this is a split invoice for client or ADP portion',
- )
-
- is_manually_modified = fields.Boolean(
- string='Manually Modified',
- default=False,
- copy=False,
- help='Set to True if invoice fields have been manually edited (not synced from SO)',
- )
-
- # ==========================================================================
- # COMPUTED TOTALS FOR ADP PORTIONS
- # ==========================================================================
- x_fc_adp_portion_total = fields.Monetary(
- string='Total ADP Portion',
- compute='_compute_adp_totals',
- currency_field='currency_id',
- help='Total ADP portion from the linked sale order',
- )
- x_fc_client_portion_total = fields.Monetary(
- string='Total Client Portion',
- compute='_compute_adp_totals',
- currency_field='currency_id',
- help='Total client portion from the linked sale order',
- )
-
- # Sibling invoice totals (shows the OTHER invoice's total)
- x_fc_sibling_adp_total = fields.Monetary(
- string='ADP Invoice Total',
- compute='_compute_sibling_totals',
- currency_field='currency_id',
- help='Total from the sibling ADP portion invoice',
- )
- x_fc_sibling_client_total = fields.Monetary(
- string='Client Invoice Total',
- compute='_compute_sibling_totals',
- currency_field='currency_id',
- help='Total from the sibling Client portion invoice',
- )
-
- # ==========================================================================
- # COMPUTED FIELD FOR PRODUCT-ONLY LINES (for ADP Summary)
- # ==========================================================================
- x_fc_product_lines = fields.One2many(
- 'account.move.line',
- compute='_compute_product_lines',
- string='Product Lines Only',
- help='Only product lines (excludes sections, notes, and empty lines)',
- )
-
- # ==========================================================================
- # DEDUCTION TRACKING
- # ==========================================================================
- x_fc_has_deductions = fields.Boolean(
- string='Has Deductions',
- compute='_compute_has_deductions',
- help='True if any line has a deduction applied',
- )
- x_fc_total_deduction_amount = fields.Monetary(
- string='Total Deduction Amount',
- compute='_compute_has_deductions',
- currency_field='currency_id',
- help='Total amount of deductions applied to ADP portion',
- )
-
- # ==========================================================================
- # DEVICE VERIFICATION STATUS (for linked Sale Order)
- # ==========================================================================
- x_fc_needs_device_verification = fields.Boolean(
- string='Needs Device Verification',
- compute='_compute_needs_device_verification',
- help='True if this is a client invoice and the linked SO needs device verification',
- )
-
- @api.depends('x_fc_adp_invoice_portion', 'invoice_line_ids.sale_line_ids')
- def _compute_needs_device_verification(self):
- """Check if this client invoice needs device verification.
-
- Shows True if:
- - This is a client portion invoice
- - The linked sale order has ADP devices
- - Device verification is NOT complete
- """
- for move in self:
- needs_verification = False
-
- # Only applies to client invoices
- if move.x_fc_adp_invoice_portion == 'client':
- # Find linked sale order
- sale_order = None
- for line in move.invoice_line_ids:
- if line.sale_line_ids:
- sale_order = line.sale_line_ids[0].order_id
- break
-
- if sale_order:
- # Check if SO has ADP devices and verification is not complete
- if (sale_order.x_fc_total_device_count > 0 and
- not sale_order.x_fc_device_verification_complete):
- needs_verification = True
-
- move.x_fc_needs_device_verification = needs_verification
-
- # ==========================================================================
- # ADP EXPORT TRACKING
- # ==========================================================================
- adp_exported = fields.Boolean(
- string='ADP Exported',
- default=False,
- copy=False,
- help='Has this invoice been exported to ADP format',
- )
- adp_export_date = fields.Datetime(
- string='ADP Export Date',
- copy=False,
- )
- adp_export_count = fields.Integer(
- string='Export Count',
- default=0,
- copy=False,
- help='Number of times this invoice has been exported',
- )
-
- # ==========================================================================
- # ADP BILLING STATUS (Post-Export Lifecycle)
- # ==========================================================================
- x_fc_adp_billing_status = fields.Selection(
- selection=[
- ('not_applicable', 'Not Applicable'),
- ('waiting', 'Waiting'),
- ('submitted', 'Submitted'),
- ('resubmitted', 'Resubmitted'),
- ('need_correction', 'Need Correction'),
- ('payment_issued', 'Payment Issued'),
- ('cancelled', 'Cancelled'),
- ],
- string='ADP Billing Status',
- default='not_applicable',
- tracking=True,
- copy=False,
- help='Tracks the ADP billing lifecycle after invoice export',
- )
-
- # (Legacy studio fields removed - all data migrated to x_fc_* fields)
-
- # ==========================================================================
- # COMPUTED METHODS
- # ==========================================================================
- @api.depends('invoice_line_ids', 'invoice_line_ids.x_fc_adp_portion', 'invoice_line_ids.x_fc_client_portion')
- def _compute_adp_totals(self):
- """Compute ADP and Client portion totals from invoice lines.
-
- These totals are calculated from the stored portion values on each
- invoice line, which were set during invoice creation using the
- device codes database pricing and client type calculation.
- """
- for move in self:
- # Sum portions from invoice lines (values set during invoice creation)
- adp_total = sum(move.invoice_line_ids.mapped('x_fc_adp_portion') or [0])
- client_total = sum(move.invoice_line_ids.mapped('x_fc_client_portion') or [0])
-
- move.x_fc_adp_portion_total = adp_total
- move.x_fc_client_portion_total = client_total
-
- @api.depends('invoice_line_ids', 'invoice_line_ids.product_id', 'invoice_line_ids.quantity', 'invoice_line_ids.display_type')
- def _compute_product_lines(self):
- """Compute filtered list of only actual product lines (no sections, notes, or empty lines)."""
- for move in self:
- # Invoice lines have display_type='product' for actual products (unlike sale.order.line which uses False)
- # Filter to only include product lines with quantity > 0
- move.x_fc_product_lines = move.invoice_line_ids.filtered(
- lambda l: l.display_type == 'product' and l.product_id and l.quantity > 0
- )
-
- @api.depends('invoice_line_ids.x_fc_deduction_type', 'invoice_line_ids.x_fc_deduction_value',
- 'invoice_line_ids.x_fc_adp_portion', 'invoice_line_ids.product_id')
- def _compute_has_deductions(self):
- """Compute if invoice has any deductions and total deduction amount."""
- for move in self:
- product_lines = move.invoice_line_ids.filtered(
- lambda l: l.display_type == 'product' and l.product_id and l.quantity > 0
- )
-
- # Check if any line has a deduction
- has_deductions = any(
- line.x_fc_deduction_type and line.x_fc_deduction_type != 'none'
- for line in product_lines
- )
-
- # Calculate total deduction impact
- total_deduction = 0.0
- if has_deductions:
- for line in product_lines:
- if line.x_fc_deduction_type == 'amt' and line.x_fc_deduction_value:
- total_deduction += line.x_fc_deduction_value
- elif line.x_fc_deduction_type == 'pct' and line.x_fc_deduction_value:
- # For percentage, calculate the reduction from normal
- client_type = move._get_client_type()
- base_pct = 0.75 if client_type == 'REG' else 1.0
- adp_price = line.x_fc_adp_max_price or line.price_unit
- normal_adp = adp_price * line.quantity * base_pct
- actual_adp = line.x_fc_adp_portion
- total_deduction += max(0, normal_adp - actual_adp)
-
- move.x_fc_has_deductions = has_deductions
- move.x_fc_total_deduction_amount = total_deduction
-
- def _compute_sibling_totals(self):
- """Compute the OTHER portion totals from the linked sale order.
-
- For Client Invoice: show the ADP portion from the sale order
- For ADP Invoice: show the Client portion from the sale order
-
- This way the report always shows both portions even if the other
- invoice hasn't been created yet.
- """
- SaleOrder = self.env['sale.order'].sudo()
-
- for move in self:
- adp_total = 0.0
- client_total = 0.0
- sale_order = False
-
- # Method 1: Find the SO via invoice_ids reverse relation
- sale_order = SaleOrder.search([('invoice_ids', 'in', move.id)], limit=1)
-
- # Method 2: Find via invoice_line_ids.sale_line_ids
- if not sale_order:
- sale_line_ids = move.invoice_line_ids.mapped('sale_line_ids')
- if sale_line_ids:
- sale_order = sale_line_ids[0].order_id
-
- # Method 3: Parse invoice_origin (e.g., "S29958 (Client 25%)")
- if not sale_order and move.invoice_origin:
- origin = move.invoice_origin.split(' ')[0] if move.invoice_origin else ''
- if origin:
- sale_order = SaleOrder.search([('name', '=', origin)], limit=1)
-
- if sale_order:
- # Get the portions from the sale order
- adp_total = sale_order.x_fc_adp_portion_total or 0.0
- client_total = sale_order.x_fc_client_portion_total or 0.0
-
- move.x_fc_sibling_adp_total = adp_total
- move.x_fc_sibling_client_total = client_total
-
- @api.onchange('x_fc_invoice_type', 'x_fc_client_type')
- def _onchange_invoice_type_client_type(self):
- """Trigger recalculation when invoice type or client type changes."""
- for line in self.invoice_line_ids:
- line._compute_adp_portions()
-
- # ==========================================================================
- # GETTER METHODS
- # ==========================================================================
- def _get_invoice_type(self):
- """Get invoice type from mapped field or built-in field."""
- self.ensure_one()
- ICP = self.env['ir.config_parameter'].sudo()
- field_name = ICP.get_param('fusion_claims.field_invoice_type', 'x_fc_invoice_type')
- value = getattr(self, field_name, None) if hasattr(self, field_name) else None
- if not value and field_name != 'x_fc_invoice_type':
- value = self.x_fc_invoice_type
- return value or ''
-
- def _get_client_type(self):
- """Get client type from mapped field or built-in field."""
- self.ensure_one()
- ICP = self.env['ir.config_parameter'].sudo()
- field_name = ICP.get_param('fusion_claims.field_inv_client_type', 'x_fc_client_type')
- value = getattr(self, field_name, None) if hasattr(self, field_name) else None
- if not value and field_name != 'x_fc_client_type':
- value = self.x_fc_client_type
- return value or ''
-
- def _get_authorizer(self):
- """Get authorizer from mapped field or built-in field. Returns name as string."""
- self.ensure_one()
- ICP = self.env['ir.config_parameter'].sudo()
- field_name = ICP.get_param('fusion_claims.field_inv_authorizer', 'x_fc_authorizer_id')
- value = getattr(self, field_name, None) if hasattr(self, field_name) else None
- if not value and field_name != 'x_fc_authorizer_id':
- value = self.x_fc_authorizer_id
- # Return name if it's a record, otherwise return string value
- if hasattr(value, 'name'):
- return value.name or ''
- return str(value) if value else ''
-
- def _get_claim_number(self):
- """Get claim number."""
- self.ensure_one()
- return self.x_fc_claim_number or ''
-
- def _get_client_ref_1(self):
- """Get client reference 1."""
- self.ensure_one()
- return self.x_fc_client_ref_1 or ''
-
- def _get_client_ref_2(self):
- """Get client reference 2."""
- self.ensure_one()
- return self.x_fc_client_ref_2 or ''
-
- def _get_adp_delivery_date(self):
- """Get ADP delivery date."""
- self.ensure_one()
- return self.x_fc_adp_delivery_date
-
- def _is_adp_invoice(self):
- """Check if this is an ADP invoice type."""
- self.ensure_one()
- invoice_type = self._get_invoice_type()
- if not invoice_type:
- return False
- invoice_type_lower = str(invoice_type).lower()
- return 'adp' in invoice_type_lower
-
- def _get_serial_numbers(self):
- """Get all serial numbers from invoice lines."""
- self.ensure_one()
- serial_lines = []
- for line in self.invoice_line_ids:
- serial = line._get_serial_number()
- if serial:
- serial_lines.append({
- 'product': line.product_id.name if line.product_id else line.name,
- 'serial': serial,
- 'adp_code': line._get_adp_device_code(),
- })
- return serial_lines
-
- # ==========================================================================
- # ACTION METHODS
- # ==========================================================================
- def action_export_adp_claim(self):
- """Open the ADP export wizard for this invoice."""
- self.ensure_one()
- return {
- 'name': 'Export ADP Claim',
- 'type': 'ir.actions.act_window',
- 'res_model': 'fusion_claims.export.wizard',
- 'view_mode': 'form',
- 'target': 'new',
- 'context': {
- 'default_invoice_ids': [(6, 0, self.ids)],
- 'active_ids': self.ids,
- 'active_model': 'account.move',
- },
- }
-
- def action_recalculate_adp_portions(self):
- """Manually recalculate ADP and Client portions for all lines."""
- for move in self:
- for line in move.invoice_line_ids:
- line._compute_adp_portions()
- move._compute_adp_totals()
-
- return {
- 'type': 'ir.actions.client',
- 'tag': 'display_notification',
- 'params': {
- 'title': 'ADP Portions Recalculated',
- 'message': 'All line portions have been recalculated.',
- 'type': 'success',
- 'sticky': False,
- }
- }
-
- def action_sync_to_sale_order(self):
- """Sync ADP fields from this Invoice TO the linked Sale Order and all other invoices.
-
- This is a 2-way sync: Invoice becomes the source of truth, updates SO,
- then SO syncs to all linked invoices.
- """
- synced_orders = []
- for move in self:
- _logger.info(f"=== Invoice {move.name} Sync to SO started ===")
-
- # Find linked sale orders via sale_line_ids -> order_id
- sale_orders = self.env['sale.order']
- for line in move.invoice_line_ids:
- if line.sale_line_ids:
- sale_orders |= line.sale_line_ids.mapped('order_id')
-
- # Also try direct search
- if not sale_orders:
- sale_orders = self.env['sale.order'].search([
- ('invoice_ids', 'in', move.id)
- ])
-
- if not sale_orders:
- _logger.warning(f"No linked sale orders found for invoice {move.name}")
- continue
-
- _logger.info(f"Found {len(sale_orders)} linked sale orders: {sale_orders.mapped('name')}")
-
- # Update all linked sale orders with invoice values
- for order in sale_orders:
- so_vals = {}
-
- # Get values from invoice FC fields
- so_vals['x_fc_claim_number'] = move.x_fc_claim_number or False
- so_vals['x_fc_client_ref_1'] = move.x_fc_client_ref_1 or False
- so_vals['x_fc_client_ref_2'] = move.x_fc_client_ref_2 or False
- so_vals['x_fc_adp_delivery_date'] = move.x_fc_adp_delivery_date or False
-
- authorizer_id = move.x_fc_authorizer_id.id if move.x_fc_authorizer_id else False
- so_vals['x_fc_authorizer_id'] = authorizer_id or False
-
- # Client Type
- if move.x_fc_client_type:
- so_vals['x_fc_client_type'] = move.x_fc_client_type
-
- # Service Dates
- so_vals['x_fc_service_start_date'] = move.x_fc_service_start_date or False
- so_vals['x_fc_service_end_date'] = move.x_fc_service_end_date or False
-
- # Primary Serial Number
- if move.x_fc_primary_serial:
- so_vals['x_fc_primary_serial'] = move.x_fc_primary_serial
-
- _logger.debug(f" SO vals to write: {so_vals}")
-
- try:
- # Update the Sale Order (skip_sync to avoid infinite loop)
- order.sudo().with_context(skip_sync=True).write(so_vals)
- synced_orders.append(order.name)
- _logger.info(f"SUCCESS: Synced fields from invoice {move.name} to SO {order.name}")
-
- # Sync line-level fields (Serial Numbers) from Invoice Lines to SO Lines
- self._sync_line_fields_to_sale_order(move, order)
-
- # Now sync from SO to ALL linked invoices (including this one and others)
- order.with_context(skip_sync=False)._sync_fields_to_invoices()
-
- except Exception as e:
- _logger.error(f"FAILED to sync from invoice {move.name} to SO {order.name}: {e}")
-
- if synced_orders:
- return {
- 'type': 'ir.actions.client',
- 'tag': 'display_notification',
- 'params': {
- 'title': 'Sync Complete',
- 'message': f'Synced ADP fields to Sale Order(s): {", ".join(synced_orders)} and all linked invoices.',
- 'type': 'success',
- 'sticky': False,
- }
- }
- else:
- return {
- 'type': 'ir.actions.client',
- 'tag': 'display_notification',
- 'params': {
- 'title': 'No Sync Performed',
- 'message': 'No linked Sale Orders found for this invoice.',
- 'type': 'warning',
- 'sticky': False,
- }
- }
-
- def _sync_line_fields_to_sale_order(self, invoice, sale_order):
- """Sync Serial Numbers from Invoice lines to corresponding SO lines and sibling invoice lines.
-
- Each invoice line syncs its serial to:
- 1. The linked SO line's x_fc_serial_number
- 2. All other invoice lines linked to that same SO line
- Also syncs first serial to SO header's x_fc_primary_serial
- """
- primary_serial = None # To collect primary serial for SO header
-
- for inv_line in invoice.invoice_line_ids:
- if inv_line.display_type in ('line_section', 'line_note'):
- continue
-
- # Get Serial Number from invoice line
- serial_number = None
- if 'x_fc_serial_number' in inv_line._fields:
- serial_number = inv_line.x_fc_serial_number
-
- # Track first non-empty serial as primary for SO header
- if serial_number and not primary_serial:
- primary_serial = serial_number
-
- # Find linked SO lines
- so_lines = inv_line.sale_line_ids
- if not so_lines:
- continue
-
- for so_line in so_lines:
- # Update SO line's serial
- if serial_number is not None:
- so_line_vals = {}
- if 'x_fc_serial_number' in so_line._fields:
- so_line_vals['x_fc_serial_number'] = serial_number or False
- if so_line_vals:
- try:
- so_line.sudo().with_context(skip_sync=True).write(so_line_vals)
- _logger.debug(f" Synced serial '{serial_number}' to SO line {so_line.id}")
- except Exception as e:
- _logger.error(f" Failed to sync serial to SO line {so_line.id}: {e}")
-
- # Find sibling invoice lines (other invoices linked to same SO line)
- sibling_inv_lines = self.env['account.move.line'].sudo().search([
- ('sale_line_ids', 'in', so_line.id),
- ('id', '!=', inv_line.id),
- ('move_id.state', '!=', 'cancel'),
- ])
-
- for sibling_line in sibling_inv_lines:
- sibling_vals = {}
- # Sync serial number to sibling invoice line
- if 'x_fc_serial_number' in sibling_line._fields:
- sibling_vals['x_fc_serial_number'] = serial_number or False
- if sibling_vals:
- try:
- sibling_line.sudo().with_context(skip_sync=True).write(sibling_vals)
- _logger.debug(f" Synced serial '{serial_number}' to sibling inv line {sibling_line.id} (inv {sibling_line.move_id.name})")
- except Exception as e:
- _logger.error(f" Failed to sync serial to sibling inv line {sibling_line.id}: {e}")
-
- # Sync primary serial to SO header (FC field only - Studio fields are read-only)
- if primary_serial:
- so_header_vals = {'x_fc_primary_serial': primary_serial}
- try:
- sale_order.sudo().with_context(skip_sync=True).write(so_header_vals)
- _logger.debug(f" Synced primary serial to SO header {sale_order.name}: {so_header_vals}")
- except Exception as e:
- _logger.error(f" Failed to sync primary serial to SO {sale_order.name}: {e}")
-
- # ==========================================================================
- # OVERRIDE WRITE
- # ==========================================================================
- def write(self, vals):
- """Override write to trigger recalculation and handle billing status changes."""
- # Track billing status changes for reminder scheduling
- new_billing_status = vals.get('x_fc_adp_billing_status')
- new_payment_state = vals.get('payment_state')
-
- result = super().write(vals)
-
- # Check if we need to recalculate
- ICP = self.env['ir.config_parameter'].sudo()
- invoice_type_field = ICP.get_param('fusion_claims.field_invoice_type', 'x_fc_invoice_type')
- client_type_field = ICP.get_param('fusion_claims.field_inv_client_type', 'x_fc_client_type')
-
- trigger_fields = {'x_fc_invoice_type', 'x_fc_client_type', invoice_type_field, client_type_field}
- if trigger_fields & set(vals.keys()):
- for move in self:
- for line in move.invoice_line_ids:
- line._compute_adp_portions()
-
- # Auto-update ADP billing status when payment is registered
- # payment_state values: 'not_paid', 'in_payment', 'paid', 'partial', 'reversed', 'invoicing_legacy'
- if new_payment_state in ('paid', 'in_payment'):
- for move in self:
- # Only for ADP invoices that are in 'submitted' or 'resubmitted' status
- if (move.x_fc_adp_invoice_portion == 'adp' and
- move.x_fc_adp_billing_status in ('submitted', 'resubmitted', 'waiting')):
- move.with_context(skip_payment_status_update=True).write({
- 'x_fc_adp_billing_status': 'payment_issued'
- })
- _logger.info(f"Auto-updated ADP billing status to 'payment_issued' for {move.name}")
-
-
- # Handle billing status changes for reminders
- if new_billing_status:
- for move in self:
- if move.x_fc_adp_invoice_portion != 'adp':
- # Only track billing status for ADP invoices
- continue
-
- if new_billing_status == 'waiting':
- # Schedule billing deadline reminder
- move._schedule_billing_reminder()
-
- elif new_billing_status == 'need_correction':
- # Schedule correction reminders for all configured users
- move._schedule_correction_reminders()
-
- elif new_billing_status == 'submitted':
- # Complete billing deadline activity
- move._complete_adp_activities('fusion_claims.mail_activity_type_adp_billing')
-
- elif new_billing_status == 'resubmitted':
- # Complete correction activities
- move._complete_adp_activities('fusion_claims.mail_activity_type_adp_correction')
-
- elif new_billing_status == 'payment_issued':
- # Complete all remaining activities
- move._complete_adp_activities('fusion_claims.mail_activity_type_adp_billing')
- move._complete_adp_activities('fusion_claims.mail_activity_type_adp_correction')
-
- return result
-
- # ==========================================================================
- # DEVICE APPROVAL WIZARD FROM INVOICE
- # ==========================================================================
- def action_open_device_approval_wizard(self):
- """Open the Device Approval Wizard for the linked Sale Order.
-
- This allows users to complete device verification from the Client Invoice
- when the invoice was created before ADP approval.
- """
- self.ensure_one()
-
- # Find linked sale order
- sale_order = None
- for line in self.invoice_line_ids:
- if line.sale_line_ids:
- sale_order = line.sale_line_ids[0].order_id
- break
-
- if not sale_order:
- return {
- 'type': 'ir.actions.client',
- 'tag': 'display_notification',
- 'params': {
- 'title': 'No Linked Sale Order',
- 'message': 'Cannot find linked Sale Order for device verification.',
- 'type': 'warning',
- }
- }
-
- # Check if verification is already complete
- if sale_order.x_fc_device_verification_complete:
- return {
- 'type': 'ir.actions.client',
- 'tag': 'display_notification',
- 'params': {
- 'title': 'Already Verified',
- 'message': f'Device verification is already complete for {sale_order.name}.',
- 'type': 'info',
- }
- }
-
- # Open the device approval wizard for the linked sale order
- return {
- 'name': 'Verify Device Approval',
- 'type': 'ir.actions.act_window',
- 'res_model': 'fusion_claims.device.approval.wizard',
- 'view_mode': 'form',
- 'target': 'new',
- 'context': {
- 'active_id': sale_order.id,
- 'active_model': 'sale.order',
- },
- }
-
- # ==========================================================================
- # EMAIL SEND OVERRIDE (Use ADP templates for ADP invoices)
- # ==========================================================================
- def action_invoice_sent(self):
- """Override to use ADP email template for ADP invoices.
-
- When sending an invoice for an ADP sale, automatically selects the
- ADP landscape template instead of the default template.
- """
- self.ensure_one()
-
- # Check if this is an ADP invoice
- if self._is_adp_invoice():
- # Get the ADP invoice template
- template_xmlid = 'fusion_claims.email_template_adp_invoice'
-
- try:
- template = self.env.ref(template_xmlid, raise_if_not_found=False)
- if template:
- # Open the mail compose wizard with the ADP template pre-selected
- ctx = {
- 'default_model': 'account.move',
- 'default_res_ids': self.ids,
- 'default_template_id': template.id,
- 'default_email_layout_xmlid': 'mail.mail_notification_layout_with_responsible_signature',
- 'default_composition_mode': 'comment',
- 'mark_invoice_as_sent': True,
- 'force_email': True,
- 'model_description': self.type_name,
- }
-
- return {
- 'type': 'ir.actions.act_window',
- 'res_model': 'mail.compose.message',
- 'view_mode': 'form',
- 'views': [(False, 'form')],
- 'target': 'new',
- 'context': ctx,
- }
- except Exception as e:
- _logger.warning(f"Could not load ADP email template: {e}")
-
- # Fall back to standard behavior for non-ADP invoices
- return super().action_invoice_sent()
-
- # ==========================================================================
- # ADP ACTIVITY REMINDER METHODS
- # ==========================================================================
- def _schedule_or_renew_adp_activity(self, activity_type_xmlid, user_id, date_deadline, summary, note=False):
- """Schedule or renew an ADP-related activity.
-
- If an activity of the same type for the same user already exists,
- update its deadline instead of creating a duplicate.
- """
- self.ensure_one()
-
- try:
- activity_type = self.env.ref(activity_type_xmlid)
- except ValueError:
- _logger.warning(f"Activity type not found: {activity_type_xmlid}")
- return
-
- # Search for existing activity of this type for this user
- existing = self.activity_ids.filtered(
- lambda a: a.activity_type_id.id == activity_type.id
- and a.user_id.id == user_id
- )
-
- if existing:
- # Update existing activity
- existing[0].write({
- 'date_deadline': date_deadline,
- 'summary': summary,
- 'note': note or existing[0].note,
- })
- _logger.info(f"Renewed ADP activity for invoice {self.name}: {summary} -> {date_deadline}")
- else:
- # Create new activity
- self.activity_schedule(
- activity_type_xmlid,
- date_deadline=date_deadline,
- summary=summary,
- note=note,
- user_id=user_id
- )
- _logger.info(f"Scheduled new ADP activity for invoice {self.name}: {summary} -> {date_deadline}")
-
- def _complete_adp_activities(self, activity_type_xmlid):
- """Complete all activities of a specific type for this record."""
- self.ensure_one()
-
- try:
- activity_type = self.env.ref(activity_type_xmlid)
- except ValueError:
- return
-
- activities = self.activity_ids.filtered(
- lambda a: a.activity_type_id.id == activity_type.id
- )
-
- for activity in activities:
- activity.action_feedback(feedback='Completed automatically')
- _logger.info(f"Completed ADP activity for invoice {self.name}: {activity.summary}")
-
- def _schedule_billing_reminder(self):
- """Schedule a billing deadline reminder for the configured billing person.
-
- Reminds on Monday to complete billing by Wednesday 6 PM of the posting week.
- """
- self.ensure_one()
-
- if not self._is_adp_invoice():
- return
-
- # Get the configured billing reminder user
- billing_user = self._get_adp_billing_reminder_user()
- if not billing_user:
- _logger.warning(f"No billing reminder user configured, cannot schedule reminder for {self.name}")
- return
-
- # Calculate the next posting date and Monday of that week
- next_posting = self._get_next_posting_date()
- reminder_date = self._get_posting_week_monday(next_posting)
- deadline_wednesday = self._get_posting_week_wednesday(next_posting)
-
- # Don't schedule if reminder date is in the past
- from datetime import date
- if reminder_date < date.today():
- next_posting = self._get_next_posting_date(next_posting)
- reminder_date = self._get_posting_week_monday(next_posting)
- deadline_wednesday = self._get_posting_week_wednesday(next_posting)
-
- summary = f"Complete ADP billing for {self.name} by Wednesday 6 PM"
- note = f"Submit invoice {self.name} to ADP by {deadline_wednesday.strftime('%A, %B %d, %Y')} 6 PM for the {next_posting.strftime('%B %d')} posting."
-
- self._schedule_or_renew_adp_activity(
- 'fusion_claims.mail_activity_type_adp_billing',
- billing_user.id,
- reminder_date,
- summary,
- note
- )
-
- def _schedule_correction_reminders(self):
- """Schedule correction reminders for all configured correction alert users.
-
- Creates an activity for each user when an invoice needs correction.
- """
- self.ensure_one()
-
- if not self._is_adp_invoice():
- return
-
- # Get all configured correction reminder users
- correction_users = self._get_adp_correction_reminder_users()
- if not correction_users:
- _logger.warning(f"No correction reminder users configured, cannot schedule reminder for {self.name}")
- return
-
- # Calculate the next submission deadline
- next_posting = self._get_next_posting_date()
- deadline_wednesday = self._get_posting_week_wednesday(next_posting)
-
- from datetime import date
- if deadline_wednesday < date.today():
- next_posting = self._get_next_posting_date(next_posting)
- deadline_wednesday = self._get_posting_week_wednesday(next_posting)
-
- summary = f"Invoice {self.name} needs correction - resubmit to ADP"
- note = f"This invoice was rejected by ADP and needs correction. Please fix and resubmit by {deadline_wednesday.strftime('%A, %B %d, %Y')} 6 PM."
-
- for user in correction_users:
- self._schedule_or_renew_adp_activity(
- 'fusion_claims.mail_activity_type_adp_correction',
- user.id,
- deadline_wednesday,
- summary,
- note
- )
-
- def _cron_renew_billing_reminders(self):
- """Cron job to renew overdue billing reminders.
-
- For invoices with 'waiting' status that have overdue billing activities,
- reschedule them to the next posting week's Monday.
- """
- from datetime import date
- today = date.today()
-
- try:
- activity_type = self.env.ref('fusion_claims.mail_activity_type_adp_billing')
- except ValueError:
- _logger.warning("ADP Billing activity type not found")
- return
-
- # Find ADP invoices in 'waiting' status with overdue billing activities
- waiting_invoices = self.search([
- ('x_fc_adp_invoice_portion', '=', 'adp'),
- ('x_fc_adp_billing_status', '=', 'waiting'),
- ])
-
- for invoice in waiting_invoices:
- overdue_activities = invoice.activity_ids.filtered(
- lambda a: a.activity_type_id.id == activity_type.id
- and a.date_deadline < today
- )
-
- if overdue_activities:
- invoice._schedule_billing_reminder()
- _logger.info(f"Renewed overdue billing reminder for invoice {invoice.name}")
-
- def _cron_renew_correction_reminders(self):
- """Cron job to renew overdue correction reminders.
-
- For invoices with 'need_correction' status that have overdue activities,
- reschedule them to the next posting week's Wednesday.
- """
- from datetime import date
- today = date.today()
-
- try:
- activity_type = self.env.ref('fusion_claims.mail_activity_type_adp_correction')
- except ValueError:
- _logger.warning("ADP Correction activity type not found")
- return
-
- # Find ADP invoices needing correction with overdue activities
- correction_invoices = self.search([
- ('x_fc_adp_invoice_portion', '=', 'adp'),
- ('x_fc_adp_billing_status', '=', 'need_correction'),
- ])
-
- for invoice in correction_invoices:
- overdue_activities = invoice.activity_ids.filtered(
- lambda a: a.activity_type_id.id == activity_type.id
- and a.date_deadline < today
- )
-
- if overdue_activities:
- invoice._schedule_correction_reminders()
- _logger.info(f"Renewed overdue correction reminder for invoice {invoice.name}")
diff --git a/fusion_claims/fusion_claims/models/account_move_line.py b/fusion_claims/fusion_claims/models/account_move_line.py
deleted file mode 100644
index b77bf81..0000000
--- a/fusion_claims/fusion_claims/models/account_move_line.py
+++ /dev/null
@@ -1,247 +0,0 @@
-# -*- coding: utf-8 -*-
-# Copyright 2024-2025 Nexa Systems Inc.
-# License OPL-1 (Odoo Proprietary License v1.0)
-# Part of the Fusion Claim Assistant product family.
-
-from odoo import models, fields, api
-
-
-class AccountMoveLine(models.Model):
- _inherit = 'account.move.line'
-
- # ==========================================================================
- # SERIAL NUMBER AND DEVICE PLACEMENT
- # ==========================================================================
- x_fc_serial_number = fields.Char(
- string='Serial Number',
- help='Serial number for this product',
- )
- x_fc_device_placement = fields.Selection(
- selection=[
- ('L', 'Left'),
- ('R', 'Right'),
- ('NA', 'N/A'),
- ],
- string='Device Placement',
- default='NA',
- help='Device placement position (Left/Right/N/A)',
- )
-
- # ==========================================================================
- # DEDUCTION FIELDS
- # ==========================================================================
- x_fc_deduction_type = fields.Selection(
- selection=[
- ('none', 'No Deduction'),
- ('pct', 'Percentage'),
- ('amt', 'Amount'),
- ],
- string='Deduction Type',
- default='none',
- help='Type of ADP deduction applied to this line',
- )
- x_fc_deduction_value = fields.Float(
- string='Deduction Value',
- digits='Product Price',
- help='Deduction value (percentage if PCT, dollar amount if AMT)',
- )
-
- # ==========================================================================
- # ADP REFERENCE FIELDS
- # ==========================================================================
- x_fc_adp_max_price = fields.Float(
- string='ADP Max Price',
- digits='Product Price',
- help='Maximum price ADP will cover for this device (from mobility manual)',
- )
- x_fc_sn_required = fields.Boolean(
- string='S/N Required',
- help='Is serial number required for this device?',
- )
-
- # ==========================================================================
- # ADP DEVICE APPROVAL TRACKING
- # ==========================================================================
- x_fc_adp_approved = fields.Boolean(
- string='ADP Approved',
- default=False,
- help='Was this device approved by ADP in the application approval?',
- )
- x_fc_adp_device_type = fields.Char(
- string='ADP Device Type',
- help='Device type from ADP mobility manual (for approval matching)',
- )
-
- # ==========================================================================
- # ADP PORTIONS - Stored fields set during invoice creation
- # ==========================================================================
- x_fc_adp_portion = fields.Monetary(
- string='ADP Portion',
- currency_field='currency_id',
- help='ADP portion for this line (calculated during invoice creation from device codes database)',
- )
- x_fc_client_portion = fields.Monetary(
- string='Client Portion',
- currency_field='currency_id',
- help='Client portion for this line (calculated during invoice creation from device codes database)',
- )
-
- def _compute_adp_portions(self):
- """Compute ADP and client portions based on device codes database.
-
- This is called during invoice type/client type changes to recalculate portions.
- """
- self.action_recalculate_portions()
-
- def action_recalculate_portions(self):
- """Manually recalculate ADP and client portions based on device codes database.
-
- This can be called to recalculate portions if values are incorrect.
- Uses the same logic as invoice creation.
- """
- ADPDevice = self.env['fusion.adp.device.code'].sudo()
-
- for line in self:
- move = line.move_id
- if not move or move.move_type not in ['out_invoice', 'out_refund']:
- continue
-
- if not line.product_id or line.quantity <= 0:
- continue
-
- # Get client type
- client_type = move._get_client_type()
- if client_type == 'REG':
- base_adp_pct = 0.75
- base_client_pct = 0.25
- else:
- base_adp_pct = 1.0
- base_client_pct = 0.0
-
- # Get ADP price from device codes database (priority)
- device_code = line._get_adp_device_code()
- adp_price = 0
-
- if device_code:
- adp_device = ADPDevice.search([
- ('device_code', '=', device_code),
- ('active', '=', True)
- ], limit=1)
- if adp_device:
- adp_price = adp_device.adp_price or 0
-
- # Fallback to product fields
- if not adp_price and line.product_id:
- product_tmpl = line.product_id.product_tmpl_id
- if hasattr(product_tmpl, 'x_fc_adp_price'):
- adp_price = getattr(product_tmpl, 'x_fc_adp_price', 0) or 0
- # (Studio field fallback removed)
-
- # Fallback to line max price or unit price
- if not adp_price:
- adp_price = line.x_fc_adp_max_price or line.price_unit
-
- qty = line.quantity
- adp_base_total = adp_price * qty
-
- # Apply deductions
- if line.x_fc_deduction_type == 'pct' and line.x_fc_deduction_value:
- effective_adp_pct = base_adp_pct * (line.x_fc_deduction_value / 100)
- adp_portion = adp_base_total * effective_adp_pct
- client_portion = adp_base_total - adp_portion
- elif line.x_fc_deduction_type == 'amt' and line.x_fc_deduction_value:
- base_adp_amount = adp_base_total * base_adp_pct
- adp_portion = max(0, base_adp_amount - line.x_fc_deduction_value)
- client_portion = adp_base_total - adp_portion
- else:
- adp_portion = adp_base_total * base_adp_pct
- client_portion = adp_base_total * base_client_pct
-
- line.write({
- 'x_fc_adp_portion': adp_portion,
- 'x_fc_client_portion': client_portion,
- 'x_fc_adp_max_price': adp_price,
- })
-
- # ==========================================================================
- # GETTER METHODS
- # ==========================================================================
- def _get_adp_device_code(self):
- """Get ADP device code from product.
-
- Checks multiple sources in order and validates against ADP device database:
- 1. x_fc_adp_device_code (module field) - verified in ADP database
- 2. x_adp_code (Studio/custom field) - verified in ADP database
- 3. default_code - verified in ADP database
- 4. Code in parentheses in product name (e.g., "Product Name (SE0001109)")
-
- Returns empty string if no valid ADP code found.
- """
- import re
-
- self.ensure_one()
- if not self.product_id:
- return ''
-
- product_tmpl = self.product_id.product_tmpl_id
- ADPDevice = self.env['fusion.adp.device.code'].sudo()
-
- # 1. Check x_fc_adp_device_code (module field)
- code = ''
- if hasattr(product_tmpl, 'x_fc_adp_device_code'):
- code = getattr(product_tmpl, 'x_fc_adp_device_code', '') or ''
-
- # Verify code exists in ADP database
- if code and ADPDevice.search_count([('device_code', '=', code), ('active', '=', True)]) > 0:
- return code
-
- # 2. Check x_adp_code (Studio/custom field)
- if hasattr(product_tmpl, 'x_adp_code'):
- code = getattr(product_tmpl, 'x_adp_code', '') or ''
- if code and ADPDevice.search_count([('device_code', '=', code), ('active', '=', True)]) > 0:
- return code
-
- # 3. Check default_code - ONLY if it's a valid ADP code
- code = self.product_id.default_code or ''
- if code and ADPDevice.search_count([('device_code', '=', code), ('active', '=', True)]) > 0:
- return code
-
- # 4. Try to extract code from product name in parentheses
- # E.g., "[MXA-1618] GEOMATRIX SILVERBACK MAX BACKREST - ACTIVE (SE0001109)"
- product_name = self.product_id.name or ''
- match = re.search(r'\(([A-Z]{2}\d{7})\)', product_name)
- if match:
- code = match.group(1)
- if ADPDevice.search_count([('device_code', '=', code), ('active', '=', True)]) > 0:
- return code
-
- # 5. Last resort: check if there's a linked sale order line with ADP code
- if self.sale_line_ids:
- for sale_line in self.sale_line_ids:
- if hasattr(sale_line, '_get_adp_device_code'):
- sale_code = sale_line._get_adp_device_code()
- if sale_code:
- return sale_code
-
- # No valid ADP code found - return empty to skip this line in export
- return ''
-
- def _get_serial_number(self):
- """Get serial number from mapped field or native field."""
- self.ensure_one()
- ICP = self.env['ir.config_parameter'].sudo()
- field_name = ICP.get_param('fusion_claims.field_aml_serial', 'x_fc_serial_number')
-
- # Try mapped field first
- if hasattr(self, field_name):
- value = getattr(self, field_name, None)
- if value:
- return value
-
- # Fallback to native field
- return self.x_fc_serial_number or ''
-
- def _get_device_placement(self):
- """Get device placement."""
- self.ensure_one()
- return self.x_fc_device_placement or 'NA'
diff --git a/fusion_claims/fusion_claims/models/account_payment.py b/fusion_claims/fusion_claims/models/account_payment.py
deleted file mode 100644
index 6c7f2dc..0000000
--- a/fusion_claims/fusion_claims/models/account_payment.py
+++ /dev/null
@@ -1,21 +0,0 @@
-# -*- coding: utf-8 -*-
-# Copyright 2024-2025 Nexa Systems Inc.
-# License OPL-1 (Odoo Proprietary License v1.0)
-# Part of the Fusion Claim Assistant product family.
-
-from odoo import models, fields, api
-
-
-class AccountPayment(models.Model):
- _inherit = 'account.payment'
-
- x_fc_card_last_four = fields.Char(
- string='Card Last 4 Digits',
- size=4,
- help='Last 4 digits of the card used for payment (for card payments only)',
- )
-
- x_fc_payment_note = fields.Char(
- string='Payment Note',
- help='Additional note for this payment (e.g., transaction reference)',
- )
diff --git a/fusion_claims/fusion_claims/models/account_payment_method_line.py b/fusion_claims/fusion_claims/models/account_payment_method_line.py
deleted file mode 100644
index bbeaf60..0000000
--- a/fusion_claims/fusion_claims/models/account_payment_method_line.py
+++ /dev/null
@@ -1,16 +0,0 @@
-# -*- coding: utf-8 -*-
-# Copyright 2024-2025 Nexa Systems Inc.
-# License OPL-1 (Odoo Proprietary License v1.0)
-# Part of the Fusion Claim Assistant product family.
-
-from odoo import models, fields
-
-
-class AccountPaymentMethodLine(models.Model):
- _inherit = 'account.payment.method.line'
-
- x_fc_requires_card_digits = fields.Boolean(
- string='Requires Card Digits',
- default=False,
- help='If checked, the user must enter the last 4 digits of the card when using this payment method.',
- )
diff --git a/fusion_claims/fusion_claims/models/adp_application_data.py b/fusion_claims/fusion_claims/models/adp_application_data.py
deleted file mode 100644
index 03ce1e0..0000000
--- a/fusion_claims/fusion_claims/models/adp_application_data.py
+++ /dev/null
@@ -1,670 +0,0 @@
-# -*- coding: utf-8 -*-
-# Copyright 2024-2026 Nexa Systems Inc.
-# License OPL-1 (Odoo Proprietary License v1.0)
-
-import base64
-import json
-import logging
-import xml.etree.ElementTree as ET
-
-from odoo import api, fields, models
-
-_logger = logging.getLogger(__name__)
-
-
-class FusionAdpApplicationData(models.Model):
- _name = 'fusion.adp.application.data'
- _description = 'ADP Application Data (Parsed XML)'
- _order = 'application_date desc, id desc'
- _rec_name = 'display_name'
-
- # ------------------------------------------------------------------
- # LINKAGE
- # ------------------------------------------------------------------
- profile_id = fields.Many2one(
- 'fusion.client.profile', string='Client Profile',
- ondelete='cascade', index=True,
- )
- sale_order_id = fields.Many2one(
- 'sale.order', string='Sale Order',
- ondelete='set null', index=True,
- )
- display_name = fields.Char(
- string='Name', compute='_compute_display_name', store=True,
- )
-
- # ------------------------------------------------------------------
- # COMPLETE XML DATA (for round-trip export fidelity)
- # ------------------------------------------------------------------
- xml_data_json = fields.Text(
- string='Complete XML Data (JSON)',
- help='Complete 1:1 JSON representation of all ~300 XML fields for export',
- )
- raw_xml = fields.Text(string='Raw XML Data')
-
- # ------------------------------------------------------------------
- # APPLICATION METADATA
- # ------------------------------------------------------------------
- device_category = fields.Selection([
- ('AA', 'Ambulation Aids (Section 2a)'),
- ('MD', 'Mobility Devices (Section 2b/2c)'),
- ('PS', 'Positioning/Seating (Section 2d)'),
- ('MX', 'Mixed/Multiple Sections'),
- ], string='Device Category')
- version_number = fields.Char(string='Form Version')
- application_date = fields.Date(string='Application Date')
-
- # ------------------------------------------------------------------
- # SECTION 1 - APPLICANT BIOGRAPHICAL INFORMATION
- # ------------------------------------------------------------------
- applicant_last_name = fields.Char(string='Last Name')
- applicant_first_name = fields.Char(string='First Name')
- applicant_middle_initial = fields.Char(string='Middle Initial')
- health_card_number = fields.Char(string='Health Card Number', index=True)
- health_card_version = fields.Char(string='Health Card Version')
- date_of_birth = fields.Date(string='Date of Birth')
- ltch_name = fields.Char(string='Long-Term Care Home')
-
- # Address (individual fields, not combined)
- unit_number = fields.Char(string='Unit Number')
- street_number = fields.Char(string='Street Number')
- street_name = fields.Char(string='Street Name')
- rural_route = fields.Char(string='Lot/Concession/Rural Route')
- city = fields.Char(string='City', index=True)
- province = fields.Char(string='Province')
- postal_code = fields.Char(string='Postal Code')
-
- # Contact
- home_phone = fields.Char(string='Home Phone')
- business_phone = fields.Char(string='Business Phone')
- phone_extension = fields.Char(string='Phone Extension')
-
- # ------------------------------------------------------------------
- # SECTION 1 - CONFIRMATION OF BENEFITS
- # ------------------------------------------------------------------
- receives_social_assistance = fields.Boolean(string='Receives Social Assistance')
- benefit_type = fields.Char(string='Benefit Program')
- benefit_owp = fields.Boolean(string='Ontario Works Program (OWP)')
- benefit_odsp = fields.Boolean(string='Ontario Disability Support Program (ODSP)')
- benefit_acsd = fields.Boolean(string='Assistance to Children with Severe Disabilities (ACSD)')
- wsib_eligible = fields.Boolean(string='WSIB Eligible')
- vac_eligible = fields.Boolean(string='Veterans Affairs Canada (VAC) Eligible')
-
- # ------------------------------------------------------------------
- # SECTION 2 - DEVICES AND ELIGIBILITY
- # ------------------------------------------------------------------
- medical_condition = fields.Text(string='Medical Condition / Diagnosis')
- mobility_status = fields.Text(string='Functional Mobility Status')
-
- # Previously funded equipment
- prev_funded_none = fields.Boolean(string='None Previously Funded')
- prev_funded_forearm = fields.Boolean(string='Forearm Crutches (Previously)')
- prev_funded_wheeled = fields.Boolean(string='Wheeled Walker (Previously)')
- prev_funded_manual = fields.Boolean(string='Manual Wheelchair (Previously)')
- prev_funded_power = fields.Boolean(string='Power Wheelchair (Previously)')
- prev_funded_addon = fields.Boolean(string='Power Add-On Device (Previously)')
- prev_funded_scooter = fields.Boolean(string='Power Scooter (Previously)')
- prev_funded_seating = fields.Boolean(string='Positioning Devices (Previously)')
- prev_funded_tilt = fields.Boolean(string='Power Tilt System (Previously)')
- prev_funded_recline = fields.Boolean(string='Power Recline System (Previously)')
- prev_funded_legrests = fields.Boolean(string='Power Elevating Leg Rests (Previously)')
- prev_funded_frame = fields.Boolean(string='Paediatric Standing Frame (Previously)')
- prev_funded_stroller = fields.Boolean(string='Paediatric Specialty Stroller (Previously)')
-
- # Devices currently required
- device_forearm_crutches = fields.Boolean(string='Forearm Crutches')
- device_wheeled_walker = fields.Boolean(string='Wheeled Walker')
- device_manual_wheelchair = fields.Boolean(string='Manual Wheelchair')
- device_ambulation_manual = fields.Boolean(string='Ambulation Aid + Manual Wheelchair')
- device_dependent_wheelchair = fields.Boolean(string='Manual Wheelchair (Dependent)')
- device_dynamic_tilt = fields.Boolean(string='Manual Dynamic Tilt Wheelchair')
- device_manual_dynamic = fields.Boolean(string='Manual Dynamic Tilt (Dependent)')
- device_manual_power_addon = fields.Boolean(string='Manual Wheelchair with Power Add-On')
- device_power_base = fields.Boolean(string='Power Base Only')
- device_power_scooter = fields.Boolean(string='Power Scooter Only')
- device_ambulation_power = fields.Boolean(string='Ambulation Aid + Power Base/Scooter')
- device_positioning = fields.Boolean(string='Positioning Devices (Seating)')
- device_high_tech = fields.Boolean(string='High Technology Power Base')
- device_standing_frame = fields.Boolean(string='Paediatric Standing Frame')
- device_adp_funded_mods = fields.Boolean(string='Modifications to ADP Funded Device(s)')
- device_non_adp_funded_mods = fields.Boolean(string='Modifications to Non ADP Funded Device(s)')
-
- # ------------------------------------------------------------------
- # SECTION 2A - AMBULATION AIDS (Walkers)
- # ------------------------------------------------------------------
- s2a_base_device = fields.Char(string='Walker Type')
- s2a_paediatric_frame = fields.Char(string='Paediatric Frame')
- s2a_forearm_crutches = fields.Char(string='Forearm Crutches Type')
- s2a_none = fields.Char(string='None Selected')
- s2a_reason = fields.Char(string='Reason for Application')
- s2a_replacement_status = fields.Char(string='Replacement - Mobility Status Change')
- s2a_replacement_size = fields.Char(string='Replacement - Body Size Change')
- s2a_replacement_adp = fields.Char(string='Replacement - Equipment Worn Out')
- s2a_replacement_special = fields.Char(string='Replacement - Special Circumstances')
- s2a_confirm1 = fields.Char(string='Confirmation 1')
- s2a_confirm2 = fields.Char(string='Confirmation 2')
- s2a_confirm3 = fields.Char(string='Confirmation 3')
- s2a_confirm4 = fields.Char(string='Confirmation 4')
- s2a_confirm5 = fields.Char(string='Confirmation 5')
- s2a_confirm6 = fields.Char(string='Confirmation 6')
- # Prescription
- s2a_seat_height = fields.Char(string='Seat Height')
- s2a_seat_height_unit = fields.Char(string='Seat Height Unit')
- s2a_handle_height = fields.Char(string='Push Handle Height')
- s2a_handle_height_unit = fields.Char(string='Handle Height Unit')
- s2a_hand_grips = fields.Char(string='Hand Grips')
- s2a_forearm_attachments = fields.Char(string='Forearm Attachments')
- s2a_width_handles = fields.Char(string='Width Between Push Handles')
- s2a_width_handles_unit = fields.Char(string='Width Handles Unit')
- s2a_client_weight = fields.Char(string='Client Weight')
- s2a_client_weight_unit = fields.Char(string='Client Weight Unit')
- s2a_brakes = fields.Char(string='Brakes')
- s2a_brake_type = fields.Char(string='Brake Type')
- s2a_num_wheels = fields.Char(string='Number of Wheels')
- s2a_wheel_size = fields.Char(string='Wheel Size')
- s2a_back_support = fields.Char(string='Back Support')
- # ADP options
- s2a_adp_walker = fields.Char(string='ADP Adolescent Walker')
- s2a_adp_frame = fields.Char(string='ADP Adolescent Frame')
- s2a_adp_standing = fields.Char(string='ADP Adolescent Standing')
- # Custom modifications
- s2a_custom = fields.Char(string='Custom Modifications Required')
- s2a_cost_labour = fields.Char(string='Cost of Labour')
-
- # ------------------------------------------------------------------
- # SECTION 2B - MANUAL WHEELCHAIRS
- # ------------------------------------------------------------------
- s2b_base_device = fields.Char(string='Manual Wheelchair Type')
- s2b_power_addon = fields.Char(string='Power Add-On Device')
- s2b_reason = fields.Char(string='Reason for Application')
- s2b_replacement_status = fields.Char(string='Replacement - Mobility Status')
- s2b_replacement_size = fields.Char(string='Replacement - Body Size')
- s2b_replacement_adp = fields.Char(string='Replacement - Equipment Worn')
- s2b_replacement_special = fields.Char(string='Replacement - Special')
- s2b_confirm1 = fields.Char(string='Confirmation 1')
- s2b_confirm2 = fields.Char(string='Confirmation 2')
- s2b_confirm3 = fields.Char(string='Confirmation 3')
- s2b_confirm4 = fields.Char(string='Confirmation 4')
- s2b_confirm5 = fields.Char(string='Confirmation 5')
- s2b_confirm6 = fields.Char(string='Confirmation 6')
- s2b_confirm7 = fields.Char(string='Confirmation 7')
- s2b_confirm8 = fields.Char(string='Confirmation 8')
- s2b_confirm9 = fields.Char(string='Confirmation 9')
- s2b_confirm10 = fields.Char(string='Confirmation 10')
- s2b_confirm11 = fields.Char(string='Confirmation 11')
- s2b_confirm12 = fields.Char(string='Confirmation 12')
- s2b_confirm13 = fields.Char(string='Confirmation 13')
- # Prescription
- s2b_seat_width = fields.Char(string='Seat Width')
- s2b_seat_width_unit = fields.Char(string='Seat Width Unit')
- s2b_seat_depth = fields.Char(string='Seat Depth')
- s2b_seat_depth_unit = fields.Char(string='Seat Depth Unit')
- s2b_floor_height = fields.Char(string='Finished Seat to Floor Height')
- s2b_floor_height_unit = fields.Char(string='Floor Height Unit')
- s2b_cane_height = fields.Char(string='Back Cane Height')
- s2b_cane_height_unit = fields.Char(string='Cane Height Unit')
- s2b_back_height = fields.Char(string='Finished Back Height')
- s2b_back_height_unit = fields.Char(string='Back Height Unit')
- s2b_rest_length = fields.Char(string='Finished Leg Rest Length')
- s2b_rest_length_unit = fields.Char(string='Rest Length Unit')
- s2b_client_weight = fields.Char(string='Client Weight')
- s2b_client_weight_unit = fields.Char(string='Client Weight Unit')
- # Add-on options
- s2b_adjustable_tension = fields.Boolean(string='Adjustable Tension Back Upholstery')
- s2b_heavy_duty = fields.Boolean(string='Heavy Duty Cross Braces & Upholstery')
- s2b_recliner = fields.Boolean(string='Recliner Option')
- s2b_footplates = fields.Boolean(string='Angle Adjustable Footplates')
- s2b_legrests = fields.Boolean(string='Elevating Legrests')
- s2b_spoke = fields.Boolean(string='Spoke Protectors')
- s2b_projected = fields.Boolean(string='Projected Handrims')
- s2b_standard_manual = fields.Boolean(string='Standard Manual with Dynamic Tilt')
- s2b_grade_aids = fields.Boolean(string='Grade Aids')
- s2b_caster_pin = fields.Boolean(string='Caster Pin Locks')
- s2b_amputee_axle = fields.Boolean(string='Amputee Axle Plates')
- s2b_quick_release = fields.Boolean(string='Quick Release Axles')
- s2b_stroller = fields.Boolean(string='Stroller Handles/Paediatric')
- s2b_oxygen = fields.Boolean(string='Oxygen Tank Holder')
- s2b_ventilator = fields.Boolean(string='Ventilator Tray')
- s2b_titanium = fields.Boolean(string='Titanium Frame')
- s2b_clothing_guards = fields.Boolean(string='Clothing Guards')
- s2b_one_arm = fields.Boolean(string='One Arm/Lever Drive')
- s2b_uni_lateral = fields.Boolean(string='Uni-Lateral Wheel Lock')
- s2b_plastic = fields.Boolean(string='Plastic Coated Handrims')
- s2b_rationale = fields.Text(string='Clinical Rationale')
- s2b_custom = fields.Char(string='Custom Modifications Required')
- s2b_cost_labour = fields.Char(string='Cost of Labour')
-
- # ------------------------------------------------------------------
- # SECTION 2C - POWER BASES AND POWER SCOOTERS
- # ------------------------------------------------------------------
- s2c_base_device = fields.Char(string='Power Base/Scooter Type')
- s2c_reason = fields.Char(string='Reason for Application')
- s2c_replacement_status = fields.Char(string='Replacement - Mobility Status')
- s2c_replacement_size = fields.Char(string='Replacement - Body Size')
- s2c_replacement_adp = fields.Char(string='Replacement - Equipment Worn')
- s2c_replacement_special = fields.Char(string='Replacement - Special')
- s2c_confirm1 = fields.Char(string='Power Base Confirmation 1')
- s2c_confirm2 = fields.Char(string='Power Base Confirmation 2')
- s2c_confirm3 = fields.Char(string='Scooter Confirmation 1')
- s2c_confirm4 = fields.Char(string='Scooter Confirmation 2')
- s2c_confirm5 = fields.Char(string='Scooter Confirmation 3')
- # Prescription
- s2c_seat_width = fields.Char(string='Seat Width')
- s2c_seat_width_unit = fields.Char(string='Seat Width Unit')
- s2c_back_height = fields.Char(string='Finished Back Height')
- s2c_back_height_unit = fields.Char(string='Back Height Unit')
- s2c_floor_height = fields.Char(string='Finished Seat to Floor Height')
- s2c_floor_height_unit = fields.Char(string='Floor Height Unit')
- s2c_rest_length = fields.Char(string='Leg Rest Length')
- s2c_rest_length_unit = fields.Char(string='Rest Length Unit')
- s2c_seat_depth = fields.Char(string='Seat Depth')
- s2c_seat_depth_unit = fields.Char(string='Seat Depth Unit')
- s2c_client_weight = fields.Char(string='Client Weight')
- s2c_client_weight_unit = fields.Char(string='Client Weight Unit')
- # Add-on options
- s2c_adjustable_tension = fields.Boolean(string='Adjustable Tension Back Upholstery')
- s2c_midline = fields.Boolean(string='Midline Control')
- s2c_manual_recline = fields.Boolean(string='Manual Recline Option')
- s2c_footplates = fields.Boolean(string='Angle Adjustable Footplates')
- s2c_legrests = fields.Boolean(string='Manual Elevating Legrests')
- s2c_swingaway = fields.Boolean(string='Swingaway Mounting Bracket')
- s2c_one_piece = fields.Boolean(string='One Piece 90/90 Front Riggings')
- s2c_seat_package_1 = fields.Boolean(string='Seat Package 1 for Power Bases')
- s2c_seat_package_2 = fields.Boolean(string='Seat Package 2 for Power Bases')
- s2c_oxygen = fields.Boolean(string='Oxygen Tank Holder')
- s2c_ventilator = fields.Boolean(string='Ventilator Tray')
- # Specialty controls
- s2c_sp_controls_1 = fields.Boolean(string='Specialty Controls 1 - Non Standard Joystick')
- s2c_sp_controls_2 = fields.Boolean(string='Specialty Controls 2 - Chin/Rim Control')
- s2c_sp_controls_3 = fields.Boolean(string='Specialty Controls 3 - Simple Touch')
- s2c_sp_controls_4 = fields.Boolean(string='Specialty Controls 4 - Proximity Control')
- s2c_sp_controls_5 = fields.Boolean(string='Specialty Controls 5 - Breath Control')
- s2c_sp_controls_6 = fields.Boolean(string='Specialty Controls 6 - Scanners')
- s2c_auto_correction = fields.Boolean(string='Auto Correction System')
- s2c_rationale = fields.Text(string='Clinical Rationale')
- # Power positioning
- s2c_power_tilt = fields.Boolean(string='Power Tilt Only')
- s2c_power_recline = fields.Boolean(string='Power Recline Only')
- s2c_tilt_and_recline = fields.Boolean(string='Power Tilt and Recline')
- s2c_power_elevating = fields.Boolean(string='Power Elevating Footrests')
- s2c_control_box = fields.Boolean(string='Multi-Function Control Box')
- s2c_custom = fields.Char(string='Custom Modifications Required')
- s2c_cost_labour = fields.Char(string='Cost of Labour')
-
- # ------------------------------------------------------------------
- # SECTION 2D - POSITIONING DEVICES (SEATING) FOR MOBILITY
- # ------------------------------------------------------------------
- # Seat Cushion
- s2d_seat_modular = fields.Boolean(string='Seat Cushion - Modular')
- s2d_seat_custom = fields.Boolean(string='Seat Cushion - Custom Fabricated')
- s2d_seat_cover_modular = fields.Boolean(string='Seat Cover - Modular')
- s2d_seat_cover_custom = fields.Boolean(string='Seat Cover - Custom Fabricated')
- s2d_seat_option_modular = fields.Boolean(string='Seat Options - Modular')
- s2d_seat_option_custom = fields.Boolean(string='Seat Options - Custom Fabricated')
- s2d_seat_hardware_modular = fields.Boolean(string='Seat Hardware - Modular')
- s2d_seat_hardware_custom = fields.Boolean(string='Seat Hardware - Custom Fabricated')
- s2d_adductor_modular = fields.Boolean(string='Pommel/Adductors - Modular')
- s2d_adductor_custom = fields.Boolean(string='Pommel/Adductors - Custom Fabricated')
- s2d_pommel_custom = fields.Boolean(string='Pommel Hardware - Custom Fabricated')
- # Back Support
- s2d_back_modular = fields.Boolean(string='Back Support - Modular')
- s2d_back_custom = fields.Boolean(string='Back Support - Custom Fabricated')
- s2d_back_option_modular = fields.Boolean(string='Back Options - Modular')
- s2d_back_option_custom = fields.Boolean(string='Back Options - Custom Fabricated')
- s2d_back_cover_custom = fields.Boolean(string='Back Cover - Custom Fabricated')
- s2d_back_hardware_modular = fields.Boolean(string='Back Hardware - Modular')
- s2d_back_hardware_custom = fields.Boolean(string='Back Hardware - Custom Fabricated')
- # Complete Assembly
- s2d_complete_modular = fields.Boolean(string='Complete Assembly - Modular')
- s2d_complete_custom = fields.Boolean(string='Complete Assembly - Custom Fabricated')
- # Headrest/Neckrest
- s2d_headrest_modular = fields.Boolean(string='Headrest/Neckrest - Modular')
- s2d_headrest_custom = fields.Boolean(string='Headrest/Neckrest - Custom Fabricated')
- s2d_head_option_custom = fields.Boolean(string='Headrest Options - Custom Fabricated')
- s2d_head_hardware_modular = fields.Boolean(string='Headrest Hardware - Modular')
- s2d_head_hardware_custom = fields.Boolean(string='Headrest Hardware - Custom Fabricated')
- # Positioning Belts
- s2d_belt_modular = fields.Boolean(string='Positioning Belt - Modular')
- s2d_belt_custom = fields.Boolean(string='Positioning Belt - Custom Fabricated')
- s2d_belt_option_custom = fields.Boolean(string='Belt Options - Custom Fabricated')
- # Arm Supports
- s2d_arm_modular = fields.Boolean(string='Arm Support - Modular')
- s2d_arm_custom = fields.Boolean(string='Arm Support - Custom Fabricated')
- s2d_arm_option_modular = fields.Boolean(string='Arm Options - Modular')
- s2d_arm_option_custom = fields.Boolean(string='Arm Options - Custom Fabricated')
- s2d_arm_hardware_modular = fields.Boolean(string='Arm Hardware - Modular')
- s2d_arm_hardware_custom = fields.Boolean(string='Arm Hardware - Custom Fabricated')
- # Tray
- s2d_tray_modular = fields.Boolean(string='Tray - Modular')
- s2d_tray_custom = fields.Boolean(string='Tray - Custom Fabricated')
- s2d_tray_option_modular = fields.Boolean(string='Tray Options - Modular')
- s2d_tray_option_custom = fields.Boolean(string='Tray Options - Custom Fabricated')
- # Lateral Supports
- s2d_lateral_modular = fields.Boolean(string='Lateral Support - Modular')
- s2d_lateral_custom = fields.Boolean(string='Lateral Support - Custom Fabricated')
- s2d_lateral_option_custom = fields.Boolean(string='Lateral Options - Custom Fabricated')
- s2d_lateral_hardware_custom = fields.Boolean(string='Lateral Hardware - Custom Fabricated')
- # Foot/Leg Supports
- s2d_foot_modular = fields.Boolean(string='Foot/Leg Support - Modular')
- s2d_foot_custom = fields.Boolean(string='Foot/Leg Support - Custom Fabricated')
- s2d_foot_option_modular = fields.Boolean(string='Foot Options - Modular')
- s2d_foot_option_custom = fields.Boolean(string='Foot Options - Custom Fabricated')
- s2d_foot_hardware_modular = fields.Boolean(string='Foot Hardware - Modular')
- s2d_foot_hardware_custom = fields.Boolean(string='Foot Hardware - Custom Fabricated')
- # Seating reason and confirmations
- s2d_reason = fields.Char(string='Reason for Application')
- s2d_replacement_status = fields.Char(string='Replacement - Mobility Status')
- s2d_replacement_size = fields.Char(string='Replacement - Body Size')
- s2d_replacement_adp = fields.Char(string='Replacement - Equipment Worn')
- s2d_replacement_special = fields.Char(string='Replacement - Special')
- s2d_confirm1 = fields.Char(string='Seating Confirmation 1')
- s2d_confirm2 = fields.Char(string='Seating Confirmation 2')
- s2d_custom = fields.Char(string='Custom Modifications Required')
- s2d_cost_labour = fields.Char(string='Cost of Labour')
-
- # ------------------------------------------------------------------
- # SECTION 3 - APPLICANT CONSENT AND SIGNATURE
- # ------------------------------------------------------------------
- consent_date = fields.Date(string='Consent Date')
- consent_signed_by = fields.Selection([
- ('applicant', 'Applicant'),
- ('agent', 'Agent'),
- ], string='Signed By')
- # Agent/Contact info (if signed by agent)
- agent_relationship = fields.Char(string='Agent Relationship')
- agent_last_name = fields.Char(string='Agent Last Name')
- agent_first_name = fields.Char(string='Agent First Name')
- agent_middle_initial = fields.Char(string='Agent Middle Initial')
- agent_unit = fields.Char(string='Agent Unit')
- agent_street_no = fields.Char(string='Agent Street Number')
- agent_street_name = fields.Char(string='Agent Street Name')
- agent_rural_route = fields.Char(string='Agent Rural Route')
- agent_city = fields.Char(string='Agent City')
- agent_province = fields.Char(string='Agent Province')
- agent_postal_code = fields.Char(string='Agent Postal Code')
- agent_home_phone = fields.Char(string='Agent Home Phone')
- agent_bus_phone = fields.Char(string='Agent Business Phone')
- agent_phone_ext = fields.Char(string='Agent Phone Ext')
-
- # ------------------------------------------------------------------
- # SECTION 4 - AUTHORIZER
- # ------------------------------------------------------------------
- authorizer_last_name = fields.Char(string='Authorizer Last Name')
- authorizer_first_name = fields.Char(string='Authorizer First Name')
- authorizer_phone = fields.Char(string='Authorizer Phone')
- authorizer_phone_ext = fields.Char(string='Authorizer Phone Ext')
- authorizer_adp_number = fields.Char(string='Authorizer ADP Registration Number')
- assessment_date = fields.Date(string='Assessment Date')
-
- # ------------------------------------------------------------------
- # SECTION 4 - VENDOR 1
- # ------------------------------------------------------------------
- vendor_business_name = fields.Char(string='Vendor Business Name')
- vendor_adp_number = fields.Char(string='Vendor ADP Registration Number')
- vendor_representative = fields.Char(string='Vendor Representative (Last, First)')
- vendor_position = fields.Char(string='Vendor Position Title')
- vendor_location = fields.Char(string='Vendor Location')
- vendor_phone = fields.Char(string='Vendor Phone')
- vendor_phone_ext = fields.Char(string='Vendor Phone Ext')
- vendor_sign_date = fields.Date(string='Vendor Sign Date')
-
- # ------------------------------------------------------------------
- # SECTION 4 - VENDOR 2
- # ------------------------------------------------------------------
- vendor2_business_name = fields.Char(string='Vendor 2 Business Name')
- vendor2_adp_number = fields.Char(string='Vendor 2 ADP Registration')
- vendor2_representative = fields.Char(string='Vendor 2 Representative')
- vendor2_position = fields.Char(string='Vendor 2 Position')
- vendor2_location = fields.Char(string='Vendor 2 Location')
- vendor2_phone = fields.Char(string='Vendor 2 Phone')
- vendor2_phone_ext = fields.Char(string='Vendor 2 Phone Ext')
- vendor2_sign_date = fields.Date(string='Vendor 2 Sign Date')
-
- # ------------------------------------------------------------------
- # SECTION 4 - EQUIPMENT SPEC & PROOF OF DELIVERY
- # ------------------------------------------------------------------
- equip_vendor_invoice_no = fields.Char(string='Vendor Invoice Number')
- equip_vendor_adp_reg = fields.Char(string='Vendor ADP Reg (Page 12)')
- equip_cell1 = fields.Char(string='ADP Device Code')
- equip_cell2 = fields.Char(string='Description of Item')
- equip_cell3 = fields.Char(string='Base Device')
- equip_cell4 = fields.Char(string='ADP Portion')
- equip_cell5 = fields.Char(string='Client Portion')
- pod_received_by = fields.Char(string='Proof of Delivery - Received By')
- pod_date = fields.Date(string='Proof of Delivery Date')
-
- # ------------------------------------------------------------------
- # SECTION 4 - NOTE TO ADP (sections submitted checklist)
- # ------------------------------------------------------------------
- note_section1 = fields.Boolean(string='Section 1 Submitted')
- note_section2a = fields.Boolean(string='Section 2a Submitted')
- note_section2b = fields.Boolean(string='Section 2b Submitted')
- note_section2c = fields.Boolean(string='Section 2c Submitted')
- note_section2d = fields.Boolean(string='Section 2d Submitted')
- note_section3and4 = fields.Boolean(string='Section 3 & 4 Submitted')
- note_vendor_replacement = fields.Char(string='Vendor Quote - Replacement')
- note_vendor_custom = fields.Char(string='Vendor Quote - Custom Modifications')
- note_funding_chart = fields.Char(string='Justification for Funding Chart')
- note_letter = fields.Char(string='Letter of Rationale')
-
- # Computed summary
- sections_submitted = fields.Char(
- string='Sections Submitted',
- compute='_compute_sections_submitted', store=True,
- )
-
- # Legacy compat fields
- base_device = fields.Char(
- string='Base Device Selected',
- compute='_compute_base_device', store=True,
- )
- reason_for_application = fields.Char(
- string='Reason for Application',
- compute='_compute_reason', store=True,
- )
-
- # ------------------------------------------------------------------
- # COMPUTED
- # ------------------------------------------------------------------
- @api.depends('applicant_last_name', 'applicant_first_name', 'application_date')
- def _compute_display_name(self):
- for rec in self:
- name_parts = [rec.applicant_last_name or '', rec.applicant_first_name or '']
- name = ', '.join(p for p in name_parts if p) or 'Unknown'
- date_str = rec.application_date.strftime('%Y-%m-%d') if rec.application_date else 'No Date'
- rec.display_name = f'{name} ({date_str})'
-
- @api.depends('note_section1', 'note_section2a', 'note_section2b',
- 'note_section2c', 'note_section2d', 'note_section3and4')
- def _compute_sections_submitted(self):
- for rec in self:
- parts = []
- if rec.note_section1:
- parts.append('1')
- if rec.note_section2a:
- parts.append('2a')
- if rec.note_section2b:
- parts.append('2b')
- if rec.note_section2c:
- parts.append('2c')
- if rec.note_section2d:
- parts.append('2d')
- if rec.note_section3and4:
- parts.append('3+4')
- rec.sections_submitted = ', '.join(parts) if parts else ''
-
- @api.depends('s2a_base_device', 's2b_base_device', 's2c_base_device')
- def _compute_base_device(self):
- for rec in self:
- rec.base_device = rec.s2a_base_device or rec.s2b_base_device or rec.s2c_base_device or ''
-
- @api.depends('s2a_reason', 's2b_reason', 's2c_reason', 's2d_reason')
- def _compute_reason(self):
- for rec in self:
- rec.reason_for_application = rec.s2a_reason or rec.s2b_reason or rec.s2c_reason or rec.s2d_reason or ''
-
- # ------------------------------------------------------------------
- # XML EXPORT
- # ------------------------------------------------------------------
- def action_export_xml(self):
- """Reconstruct ADP XML from stored JSON data."""
- self.ensure_one()
- if not self.xml_data_json:
- # Fall back to raw_xml if available
- if self.raw_xml:
- xml_content = self.raw_xml.encode('utf-8')
- attachment = self.env['ir.attachment'].create({
- 'name': f'{self.applicant_last_name}_{self.applicant_first_name}_data.xml',
- 'type': 'binary',
- 'datas': base64.b64encode(xml_content),
- 'mimetype': 'application/xml',
- })
- return {
- 'type': 'ir.actions.act_url',
- 'url': f'/web/content/{attachment.id}?download=true',
- 'target': 'new',
- }
- return False
-
- try:
- data = json.loads(self.xml_data_json)
- xml_str = self._json_to_xml(data)
- attachment = self.env['ir.attachment'].create({
- 'name': f'{self.applicant_last_name or "export"}_{self.applicant_first_name or "data"}_data.xml',
- 'type': 'binary',
- 'datas': base64.b64encode(xml_str.encode('utf-8')),
- 'mimetype': 'application/xml',
- })
- return {
- 'type': 'ir.actions.act_url',
- 'url': f'/web/content/{attachment.id}?download=true',
- 'target': 'new',
- }
- except Exception as e:
- _logger.exception('XML export error: %s', e)
- return False
-
- def _json_to_xml(self, data):
- """Reconstruct the ADP XML from flat JSON dictionary."""
- # Build the XML tree following the exact ADP structure
- root = ET.Element('form1')
- form = ET.SubElement(root, 'Form')
-
- # Simple top-level fields
- self._set_el(form, 'deviceCategory', data.get('deviceCategory', ''))
- self._set_el(form, 'VersionNumber', data.get('VersionNumber', ''))
-
- # Section 1
- s1 = ET.SubElement(form, 'section1')
- s1_fields = [
- 'applicantLastname', 'applicantFirstname', 'applicantMiddleinitial',
- 'healthNo', 'versionNo', 'DateOfBirth', 'nameLTCH',
- 'unitNo', 'streetNo', 'streetName', 'rrRoute',
- 'city', 'province', 'postalCode',
- 'homePhone', 'busPhone', 'phoneExtension',
- ]
- for f in s1_fields:
- self._set_el(s1, f, data.get(f'section1.{f}', ''))
-
- # Confirmation of benefit
- cob = ET.SubElement(s1, 'confirmationOfBenefit')
- for f in ['q1Yn', 'q1Ifyes', 'q2Yn', 'q3Yn']:
- self._set_el(cob, f, data.get(f'section1.confirmationOfBenefit.{f}', ''))
-
- # Section 2
- s2 = ET.SubElement(form, 'section2')
-
- # Devices and Eligibility
- de = ET.SubElement(s2, 'devicesandEligibility')
- de_fields = [
- 'condition', 'status', 'none', 'forearm', 'wheeled', 'manual',
- 'power', 'addOn', 'scooter', 'seating', 'tiltSystem', 'reclineSystem',
- 'legRests', 'frame', 'stroller', 'deviceForearm', 'deviceWheeled',
- 'deviceManual', 'deviceAmbulation', 'deviceDependent', 'deviceDynamic',
- 'manualDyanmic', 'manualWheelchair', 'powerBase', 'powerScooter',
- 'ambulation', 'positioning', 'highTech', 'standingFrame',
- 'adpFunded', 'nonADPFunded',
- ]
- for f in de_fields:
- self._set_el(de, f, data.get(f'section2.devicesandEligibility.{f}', ''))
-
- # Sections 2a, 2b, 2c, 2d
- for section_key in ['section2a', 'section2b', 'section2c', 'section2d']:
- section_data = {k.split(f'section2.{section_key}.')[1]: v
- for k, v in data.items()
- if k.startswith(f'section2.{section_key}.')}
- sec = ET.SubElement(s2, section_key)
- # Preserve field order from the data keys
- ordered_keys = [k.split(f'section2.{section_key}.')[1]
- for k in sorted(data.keys())
- if k.startswith(f'section2.{section_key}.')]
- for f in ordered_keys:
- self._set_el(sec, f, section_data.get(f, ''))
-
- # Section 3
- s3 = ET.SubElement(form, 'section3')
- sig = ET.SubElement(s3, 'sig')
- for f in ['signature', 'person', 'Date']:
- self._set_el(sig, f, data.get(f'section3.sig.{f}', ''))
- contact = ET.SubElement(s3, 'contact')
- contact_fields = [
- 'relationship', 'applicantLastname', 'applicantFirstname',
- 'applicantMiddleinitial', 'unitNo', 'streetNo', 'streetName',
- 'rrRoute', 'city', 'province', 'postalCode',
- 'homePhone', 'busPhone', 'phoneExtension',
- ]
- for f in contact_fields:
- self._set_el(contact, f, data.get(f'section3.contact.{f}', ''))
-
- # Section 4
- s4 = ET.SubElement(form, 'section4')
- # Authorizer
- auth = ET.SubElement(s4, 'authorizer')
- for f in ['authorizerLastname', 'authorizerFirstname', 'busPhone',
- 'phoneExtension', 'adpNo', 'signature', 'Date']:
- self._set_el(auth, f, data.get(f'section4.authorizer.{f}', ''))
- # Vendor
- vendor = ET.SubElement(s4, 'vendor')
- for f in ['vendorBusName', 'adpVendorRegNo', 'vendorLastfirstname',
- 'positionTitle', 'vendorLocation', 'busPhone',
- 'phoneExtension', 'signature', 'Date']:
- self._set_el(vendor, f, data.get(f'section4.vendor.{f}', ''))
- # Vendor 2
- v2 = ET.SubElement(s4, 'vendor2')
- for f in ['vendorBusName', 'adpVendorRegNo', 'vendorLastfirstname',
- 'positionTitle', 'vendorLocation', 'busPhone',
- 'phoneExtension', 'signature', 'Date']:
- self._set_el(v2, f, data.get(f'section4.vendor2.{f}', ''))
- # Equipment Spec
- eq = ET.SubElement(s4, 'equipmentSpec')
- self._set_el(eq, 'vendorInvoiceNo', data.get('section4.equipmentSpec.vendorInvoiceNo', ''))
- self._set_el(eq, 'vendorADPRegNo', data.get('section4.equipmentSpec.vendorADPRegNo', ''))
- t2 = ET.SubElement(eq, 'Table2')
- r1 = ET.SubElement(t2, 'Row1')
- for c in ['Cell1', 'Cell2', 'Cell3', 'Cell4', 'Cell5']:
- self._set_el(r1, c, data.get(f'section4.equipmentSpec.Table2.Row1.{c}', ''))
- # Proof of delivery
- pod = ET.SubElement(s4, 'proofOfDelivery')
- for f in ['signature', 'receivedBy', 'Date']:
- self._set_el(pod, f, data.get(f'section4.proofOfDelivery.{f}', ''))
- # Note to ADP
- note = ET.SubElement(s4, 'noteToADP')
- for f in ['section1', 'section2a', 'section2b', 'section2c', 'section2d',
- 'section3and4', 'vendorReplacement', 'vendorCustom',
- 'fundingChart', 'letter']:
- self._set_el(note, f, data.get(f'section4.noteToADP.{f}', ''))
-
- # Convert to string
- tree = ET.ElementTree(root)
- ET.indent(tree, space='')
- import io
- buf = io.BytesIO()
- tree.write(buf, encoding='unicode', xml_declaration=True)
- return buf.getvalue()
-
- @staticmethod
- def _set_el(parent, tag, value):
- """Create a child element, self-closing if empty."""
- el = ET.SubElement(parent, tag)
- if value:
- el.text = str(value)
diff --git a/fusion_claims/fusion_claims/models/adp_posting_schedule.py b/fusion_claims/fusion_claims/models/adp_posting_schedule.py
deleted file mode 100644
index 29cae5c..0000000
--- a/fusion_claims/fusion_claims/models/adp_posting_schedule.py
+++ /dev/null
@@ -1,262 +0,0 @@
-# -*- coding: utf-8 -*-
-# Copyright 2024-2025 Nexa Systems Inc.
-# License OPL-1 (Odoo Proprietary License v1.0)
-# Part of the Fusion Claim Assistant product family.
-
-import logging
-from datetime import date, timedelta
-from odoo import models, api
-
-_logger = logging.getLogger(__name__)
-
-
-class ADPPostingScheduleMixin(models.AbstractModel):
- """Mixin providing ADP posting schedule calculation methods.
-
- This mixin can be inherited by any model that needs to calculate
- ADP posting dates and deadlines.
-
- Posting Schedule Logic:
- - Posting days occur every N days (default 14) from a base date
- - Submission deadline: Wednesday 6 PM before posting day
- - Delivery reminder: Tuesday of posting week
- - Billing reminder: Monday of posting week
- - Payment processed: Posting day + 7 days
- - Payment received: Posting day + 10 days
- """
- _name = 'fusion_claims.adp.posting.schedule.mixin'
- _description = 'ADP Posting Schedule Mixin'
-
- @api.model
- def _get_adp_posting_base_date(self):
- """Get the configured base posting date from settings."""
- ICP = self.env['ir.config_parameter'].sudo()
- base_date_str = ICP.get_param('fusion_claims.adp_posting_base_date', '2026-01-23')
- try:
- return date.fromisoformat(base_date_str)
- except (ValueError, TypeError):
- return date(2026, 1, 23)
-
- @api.model
- def _get_adp_posting_frequency(self):
- """Get the configured posting frequency in days from settings."""
- ICP = self.env['ir.config_parameter'].sudo()
- frequency = ICP.get_param('fusion_claims.adp_posting_frequency_days', '14')
- try:
- return int(frequency)
- except (ValueError, TypeError):
- return 14
-
- @api.model
- def _get_next_posting_date(self, from_date=None):
- """Calculate the next ADP posting date from a given date.
-
- Args:
- from_date: The date to calculate from (default: today)
-
- Returns:
- date: The next posting date
- """
- if from_date is None:
- from_date = date.today()
- elif hasattr(from_date, 'date'):
- from_date = from_date.date()
-
- base_date = self._get_adp_posting_base_date()
- frequency = self._get_adp_posting_frequency()
-
- if frequency <= 0:
- frequency = 14
-
- # Calculate days since base date
- days_diff = (from_date - base_date).days
-
- if days_diff < 0:
- # from_date is before base_date, so base_date is the next posting date
- return base_date
-
- # Calculate how many complete cycles have passed
- cycles_passed = days_diff // frequency
-
- # The next posting date is (cycles_passed + 1) * frequency days from base
- next_posting = base_date + timedelta(days=(cycles_passed + 1) * frequency)
-
- # If from_date equals a posting date, return the next one
- if days_diff % frequency == 0:
- return next_posting
-
- return next_posting
-
- @api.model
- def _get_current_posting_date(self, from_date=None):
- """Get the posting date for the current cycle (may be in the past).
-
- Args:
- from_date: The date to calculate from (default: today)
-
- Returns:
- date: The current cycle's posting date
- """
- if from_date is None:
- from_date = date.today()
- elif hasattr(from_date, 'date'):
- from_date = from_date.date()
-
- base_date = self._get_adp_posting_base_date()
- frequency = self._get_adp_posting_frequency()
-
- if frequency <= 0:
- frequency = 14
-
- days_diff = (from_date - base_date).days
-
- if days_diff < 0:
- return base_date
-
- cycles_passed = days_diff // frequency
- return base_date + timedelta(days=cycles_passed * frequency)
-
- @api.model
- def _get_posting_week_wednesday(self, posting_date):
- """Get the Wednesday before the posting date (submission deadline day).
-
- The submission deadline is Wednesday 6 PM of the posting week.
- Posting day is typically Friday, so Wednesday is 2 days before.
-
- Args:
- posting_date: The posting date
-
- Returns:
- date: The Wednesday before posting date
- """
- if hasattr(posting_date, 'date'):
- posting_date = posting_date.date()
-
- # Find the Wednesday of the same week
- # weekday(): Monday=0, Tuesday=1, Wednesday=2, Thursday=3, Friday=4
- days_since_wednesday = (posting_date.weekday() - 2) % 7
- if days_since_wednesday == 0 and posting_date.weekday() != 2:
- days_since_wednesday = 7
-
- return posting_date - timedelta(days=days_since_wednesday)
-
- @api.model
- def _get_posting_week_tuesday(self, posting_date):
- """Get the Tuesday of the posting week (delivery reminder date).
-
- Args:
- posting_date: The posting date
-
- Returns:
- date: The Tuesday of posting week
- """
- if hasattr(posting_date, 'date'):
- posting_date = posting_date.date()
-
- # Find the Tuesday of the same week
- days_since_tuesday = (posting_date.weekday() - 1) % 7
- if days_since_tuesday == 0 and posting_date.weekday() != 1:
- days_since_tuesday = 7
-
- return posting_date - timedelta(days=days_since_tuesday)
-
- @api.model
- def _get_posting_week_monday(self, posting_date):
- """Get the Monday of the posting week (billing reminder date).
-
- Args:
- posting_date: The posting date
-
- Returns:
- date: The Monday of posting week
- """
- if hasattr(posting_date, 'date'):
- posting_date = posting_date.date()
-
- # Find the Monday of the same week
- days_since_monday = posting_date.weekday() # Monday=0
- return posting_date - timedelta(days=days_since_monday)
-
- @api.model
- def _get_expected_payment_date(self, posting_date):
- """Get the expected payment received date (posting + 10 days).
-
- Args:
- posting_date: The posting date
-
- Returns:
- date: The expected payment received date
- """
- if hasattr(posting_date, 'date'):
- posting_date = posting_date.date()
-
- return posting_date + timedelta(days=10)
-
- @api.model
- def _get_payment_processed_date(self, posting_date):
- """Get the payment processed date (posting + 7 days).
-
- Args:
- posting_date: The posting date
-
- Returns:
- date: The payment processed date
- """
- if hasattr(posting_date, 'date'):
- posting_date = posting_date.date()
-
- return posting_date + timedelta(days=7)
-
- @api.model
- def _get_adp_billing_reminder_user(self):
- """Get the configured billing reminder user from settings."""
- ICP = self.env['ir.config_parameter'].sudo()
- user_id_str = ICP.get_param('fusion_claims.adp_billing_reminder_user_id', '')
- if user_id_str:
- try:
- user_id = int(user_id_str)
- return self.env['res.users'].browse(user_id).exists()
- except (ValueError, TypeError):
- pass
- return self.env['res.users']
-
- @api.model
- def _get_adp_correction_reminder_users(self):
- """Get the configured correction reminder users from settings."""
- ICP = self.env['ir.config_parameter'].sudo()
- user_ids_str = ICP.get_param('fusion_claims.adp_correction_reminder_user_ids', '')
- if user_ids_str:
- try:
- user_ids = [int(x.strip()) for x in user_ids_str.split(',') if x.strip()]
- return self.env['res.users'].browse(user_ids).exists()
- except (ValueError, TypeError):
- pass
- return self.env['res.users']
-
- @api.model
- def _is_past_submission_deadline(self, posting_date=None, check_time=True):
- """Check if we're past the submission deadline for a posting cycle.
-
- Args:
- posting_date: The posting date to check (default: next posting date)
- check_time: If True, checks if past 6 PM on Wednesday
-
- Returns:
- bool: True if past deadline
- """
- from datetime import datetime
-
- if posting_date is None:
- posting_date = self._get_next_posting_date()
-
- wednesday = self._get_posting_week_wednesday(posting_date)
- today = date.today()
-
- if today > wednesday:
- return True
- elif today == wednesday and check_time:
- # Check if past 6 PM (18:00)
- now = datetime.now()
- return now.hour >= 18
-
- return False
diff --git a/fusion_claims/fusion_claims/models/ai_agent_ext.py b/fusion_claims/fusion_claims/models/ai_agent_ext.py
deleted file mode 100644
index 520c092..0000000
--- a/fusion_claims/fusion_claims/models/ai_agent_ext.py
+++ /dev/null
@@ -1,164 +0,0 @@
-# -*- coding: utf-8 -*-
-# Copyright 2024-2026 Nexa Systems Inc.
-# License OPL-1 (Odoo Proprietary License v1.0)
-
-import json
-import logging
-
-from odoo import api, models
-
-_logger = logging.getLogger(__name__)
-
-
-class AIAgentFusionClaims(models.Model):
- """Extend ai.agent with Fusion Claims tool methods."""
- _inherit = 'ai.agent'
-
- def _fc_tool_search_clients(self, search_term=None, city_filter=None, condition_filter=None):
- """AI Tool: Search client profiles."""
- Profile = self.env['fusion.client.profile'].sudo()
- domain = []
- if search_term:
- domain = ['|', '|', '|',
- ('first_name', 'ilike', search_term),
- ('last_name', 'ilike', search_term),
- ('health_card_number', 'ilike', search_term),
- ('city', 'ilike', search_term),
- ]
- if city_filter:
- domain.append(('city', 'ilike', city_filter))
- if condition_filter:
- domain.append(('medical_condition', 'ilike', condition_filter))
-
- profiles = Profile.search(domain, limit=20)
- results = []
- for p in profiles:
- results.append({
- 'id': p.id,
- 'name': p.display_name,
- 'health_card': p.health_card_number or '',
- 'dob': str(p.date_of_birth) if p.date_of_birth else '',
- 'city': p.city or '',
- 'condition': (p.medical_condition or '')[:100],
- 'claims': p.claim_count,
- 'total_adp': float(p.total_adp_funded),
- 'total_client': float(p.total_client_portion),
- })
- return json.dumps({'count': len(results), 'profiles': results})
-
- def _fc_tool_client_details(self, profile_id):
- """AI Tool: Get detailed client information."""
- Profile = self.env['fusion.client.profile'].sudo()
- profile = Profile.browse(int(profile_id))
- if not profile.exists():
- return json.dumps({'error': 'Profile not found'})
-
- # Get orders
- orders = []
- if profile.partner_id:
- for o in self.env['sale.order'].sudo().search([
- ('partner_id', '=', profile.partner_id.id),
- ('x_fc_sale_type', '!=', False),
- ], limit=20):
- orders.append({
- 'name': o.name,
- 'sale_type': o.x_fc_sale_type,
- 'status': o.x_fc_adp_application_status or '',
- 'adp_total': float(o.x_fc_adp_portion_total),
- 'client_total': float(o.x_fc_client_portion_total),
- 'total': float(o.amount_total),
- 'date': str(o.date_order.date()) if o.date_order else '',
- })
-
- # Get applications
- apps = []
- for a in profile.application_data_ids[:10]:
- apps.append({
- 'date': str(a.application_date) if a.application_date else '',
- 'device': a.base_device or '',
- 'category': a.device_category or '',
- 'reason': a.reason_for_application or '',
- 'condition': (a.medical_condition or '')[:100],
- 'authorizer': f'{a.authorizer_first_name or ""} {a.authorizer_last_name or ""}'.strip(),
- })
-
- return json.dumps({
- 'profile': {
- 'id': profile.id,
- 'name': profile.display_name,
- 'first_name': profile.first_name,
- 'last_name': profile.last_name,
- 'health_card': profile.health_card_number or '',
- 'dob': str(profile.date_of_birth) if profile.date_of_birth else '',
- 'city': profile.city or '',
- 'province': profile.province or '',
- 'postal_code': profile.postal_code or '',
- 'phone': profile.home_phone or '',
- 'condition': profile.medical_condition or '',
- 'mobility': profile.mobility_status or '',
- 'benefits': {
- 'social_assistance': profile.receives_social_assistance,
- 'type': profile.benefit_type or '',
- 'wsib': profile.wsib_eligible,
- 'vac': profile.vac_eligible,
- },
- 'claims_count': profile.claim_count,
- 'total_adp': float(profile.total_adp_funded),
- 'total_client': float(profile.total_client_portion),
- 'total_amount': float(profile.total_amount),
- 'last_assessment': str(profile.last_assessment_date) if profile.last_assessment_date else '',
- },
- 'orders': orders,
- 'applications': apps,
- })
-
- def _fc_tool_claims_stats(self):
- """AI Tool: Get aggregated claims statistics."""
- SO = self.env['sale.order'].sudo()
- Profile = self.env['fusion.client.profile'].sudo()
-
- total_profiles = Profile.search_count([])
- total_orders = SO.search_count([('x_fc_sale_type', '!=', False)])
-
- # By sale type
- type_data = SO.read_group(
- [('x_fc_sale_type', '!=', False)],
- ['x_fc_sale_type', 'amount_total:sum'],
- ['x_fc_sale_type'],
- )
- by_type = {}
- for r in type_data:
- by_type[r['x_fc_sale_type']] = {
- 'count': r['x_fc_sale_type_count'],
- 'total': float(r['amount_total'] or 0),
- }
-
- # By status
- status_data = SO.read_group(
- [('x_fc_sale_type', '!=', False), ('x_fc_adp_application_status', '!=', False)],
- ['x_fc_adp_application_status'],
- ['x_fc_adp_application_status'],
- )
- by_status = {}
- for r in status_data:
- by_status[r['x_fc_adp_application_status']] = r['x_fc_adp_application_status_count']
-
- # By city (top 10)
- city_data = Profile.read_group(
- [('city', '!=', False)],
- ['city'],
- ['city'],
- limit=10,
- orderby='city_count desc',
- )
- by_city = {}
- for r in city_data:
- by_city[r['city']] = r['city_count']
-
- return json.dumps({
- 'total_profiles': total_profiles,
- 'total_orders': total_orders,
- 'by_sale_type': by_type,
- 'by_status': by_status,
- 'top_cities': by_city,
- })
diff --git a/fusion_claims/fusion_claims/models/client_chat.py b/fusion_claims/fusion_claims/models/client_chat.py
deleted file mode 100644
index 6d508df..0000000
--- a/fusion_claims/fusion_claims/models/client_chat.py
+++ /dev/null
@@ -1,350 +0,0 @@
-# -*- coding: utf-8 -*-
-# Copyright 2024-2026 Nexa Systems Inc.
-# License OPL-1 (Odoo Proprietary License v1.0)
-
-import json
-import logging
-
-from odoo import api, fields, models
-from odoo.exceptions import UserError
-
-_logger = logging.getLogger(__name__)
-
-
-class FusionClientChatSession(models.Model):
- _name = 'fusion.client.chat.session'
- _description = 'Client Intelligence Chat Session'
- _order = 'create_date desc'
-
- name = fields.Char(string='Session Title', required=True,
- default=lambda self: f'Chat - {fields.Date.today()}')
- profile_id = fields.Many2one(
- 'fusion.client.profile', string='Client Profile',
- ondelete='set null',
- help='If set, chat is scoped to this specific client',
- )
- user_id = fields.Many2one(
- 'res.users', string='User', default=lambda self: self.env.user,
- required=True,
- )
- message_ids = fields.One2many(
- 'fusion.client.chat.message', 'session_id', string='Messages',
- )
- state = fields.Selection([
- ('active', 'Active'),
- ('archived', 'Archived'),
- ], default='active', string='State')
-
- # Input field for the form view
- user_input = fields.Text(string='Your Question')
-
- def action_send_message(self):
- """Process user message and generate AI response."""
- self.ensure_one()
- if not self.user_input or not self.user_input.strip():
- return
-
- question = self.user_input.strip()
-
- # Create user message
- self.env['fusion.client.chat.message'].create({
- 'session_id': self.id,
- 'role': 'user',
- 'content': question,
- })
-
- # Generate AI response
- try:
- response = self._generate_ai_response(question)
- except Exception as e:
- _logger.exception('AI chat error: %s', e)
- response = f'Sorry, I encountered an error processing your question. Error: {str(e)}'
-
- # Create assistant message
- msg = self.env['fusion.client.chat.message'].create({
- 'session_id': self.id,
- 'role': 'assistant',
- 'content': response,
- })
-
- # Clear input
- self.user_input = False
- return {
- 'type': 'ir.actions.act_window',
- 'res_model': 'fusion.client.chat.session',
- 'view_mode': 'form',
- 'res_id': self.id,
- 'target': 'current',
- }
-
- def _generate_ai_response(self, question):
- """Generate an AI-powered response to the user question.
-
- Uses OpenAI API to analyze the question, query relevant data,
- and formulate a response.
- """
- ICP = self.env['ir.config_parameter'].sudo()
- api_key = ICP.get_param('fusion_claims.ai_api_key', '')
- if not api_key:
- return self._generate_local_response(question)
-
- ai_model = ICP.get_param('fusion_claims.ai_model', 'gpt-4o-mini')
-
- # Build context about available data
- context_data = self._build_data_context(question)
-
- # Build system prompt
- system_prompt = self._build_system_prompt()
-
- # Build messages
- messages = [{'role': 'system', 'content': system_prompt}]
-
- # Add conversation history (last 10 messages)
- history = self.message_ids.sorted('create_date')[-10:]
- for msg in history:
- messages.append({'role': msg.role, 'content': msg.content})
-
- # Add current question with data context
- user_msg = question
- if context_data:
- user_msg += f'\n\n--- Retrieved Data ---\n{context_data}'
- messages.append({'role': 'user', 'content': user_msg})
-
- # Call OpenAI API
- try:
- import requests
- response = requests.post(
- 'https://api.openai.com/v1/chat/completions',
- headers={
- 'Authorization': f'Bearer {api_key}',
- 'Content-Type': 'application/json',
- },
- json={
- 'model': ai_model,
- 'messages': messages,
- 'max_tokens': 2000,
- 'temperature': 0.3,
- },
- timeout=30,
- )
- response.raise_for_status()
- result = response.json()
- return result['choices'][0]['message']['content']
- except ImportError:
- return self._generate_local_response(question)
- except Exception as e:
- _logger.warning('OpenAI API error: %s', e)
- return self._generate_local_response(question)
-
- def _generate_local_response(self, question):
- """Generate a response without AI, using direct database queries.
-
- This is the fallback when no API key is configured.
- """
- question_lower = question.lower()
- Profile = self.env['fusion.client.profile']
- SaleOrder = self.env['sale.order']
-
- # If scoped to a specific profile
- if self.profile_id:
- profile = self.profile_id
- orders = SaleOrder.search([
- ('partner_id', '=', profile.partner_id.id),
- ('x_fc_sale_type', '!=', False),
- ]) if profile.partner_id else SaleOrder
-
- lines = []
- lines.append(f'**Client: {profile.display_name}**')
- lines.append(f'- Health Card: {profile.health_card_number or "N/A"}')
- lines.append(f'- Date of Birth: {profile.date_of_birth or "N/A"}')
- lines.append(f'- City: {profile.city or "N/A"}')
- lines.append(f'- Medical Condition: {profile.medical_condition or "N/A"}')
- lines.append(f'- Mobility Status: {profile.mobility_status or "N/A"}')
- lines.append(f'- Total Claims: {len(orders)}')
- lines.append(f'- Total ADP Funded: ${profile.total_adp_funded:,.2f}')
- lines.append(f'- Total Client Portion: ${profile.total_client_portion:,.2f}')
-
- if orders:
- lines.append('\n**Claims History:**')
- for order in orders[:10]:
- status = dict(order._fields['x_fc_adp_application_status'].selection).get(
- order.x_fc_adp_application_status, order.x_fc_adp_application_status or 'N/A'
- )
- lines.append(
- f'- {order.name}: {order.x_fc_sale_type or "N/A"} | '
- f'Status: {status} | '
- f'ADP: ${order.x_fc_adp_portion_total:,.2f} | '
- f'Client: ${order.x_fc_client_portion_total:,.2f}'
- )
-
- apps = profile.application_data_ids[:5]
- if apps:
- lines.append('\n**Application History:**')
- for app in apps:
- lines.append(
- f'- {app.application_date or "No date"}: '
- f'{app.device_category or "N/A"} | '
- f'Device: {app.base_device or "N/A"} | '
- f'Reason: {app.reason_for_application or "N/A"}'
- )
-
- return '\n'.join(lines)
-
- # Global queries
- total_profiles = Profile.search_count([])
- total_orders = SaleOrder.search_count([('x_fc_sale_type', '!=', False)])
-
- if 'how many' in question_lower or 'count' in question_lower:
- if 'client' in question_lower or 'profile' in question_lower:
- return f'There are currently **{total_profiles}** client profiles in the system.'
- if 'claim' in question_lower or 'order' in question_lower or 'case' in question_lower:
- return f'There are currently **{total_orders}** claims/orders in the system.'
-
- # Search for specific client
- if 'find' in question_lower or 'search' in question_lower or 'show' in question_lower:
- # Try to extract name from question
- words = question.split()
- profiles = Profile.search([], limit=20)
- for word in words:
- if len(word) > 2 and word[0].isupper():
- found = Profile.search([
- '|',
- ('first_name', 'ilike', word),
- ('last_name', 'ilike', word),
- ], limit=5)
- if found:
- profiles = found
- break
-
- if profiles:
- lines = [f'Found **{len(profiles)}** matching profile(s):']
- for p in profiles[:10]:
- lines.append(
- f'- **{p.display_name}** | HC: {p.health_card_number or "N/A"} | '
- f'City: {p.city or "N/A"} | Claims: {p.claim_count}'
- )
- return '\n'.join(lines)
-
- return (
- f'I have access to **{total_profiles}** client profiles and **{total_orders}** claims. '
- f'You can ask me questions like:\n'
- f'- "How many clients are from Brampton?"\n'
- f'- "Find client Raymond Wellesley"\n'
- f'- "Show all clients with CVA diagnosis"\n\n'
- f'For more intelligent responses, configure an OpenAI API key in '
- f'Fusion Claims > Configuration > Settings.'
- )
-
- def _build_system_prompt(self):
- """Build the system prompt for the AI."""
- profile_context = ''
- if self.profile_id:
- p = self.profile_id
- profile_context = f"""
-You are currently looking at a specific client profile:
-- Name: {p.display_name}
-- Health Card: {p.health_card_number or 'N/A'}
-- DOB: {p.date_of_birth or 'N/A'}
-- City: {p.city or 'N/A'}
-- Medical Condition: {p.medical_condition or 'N/A'}
-- Mobility Status: {p.mobility_status or 'N/A'}
-- Total Claims: {p.claim_count}
-- Total ADP Funded: ${p.total_adp_funded:,.2f}
-- Total Client Portion: ${p.total_client_portion:,.2f}
-"""
-
- return f"""You are a helpful AI assistant for Fusion Claims, a healthcare equipment claims management system.
-You help users find information about clients, their ADP (Assistive Devices Program) claims, funding history,
-medical conditions, and devices.
-
-Available data includes:
-- Client profiles with personal info, health card numbers, addresses, medical conditions
-- ADP application data parsed from XML submissions
-- Sale orders with funding type, status, ADP/client portions
-- Device information (wheelchairs, walkers, power bases, seating)
-
-Funding types: ADP, ODSP, WSIB, March of Dimes, Muscular Dystrophy, Insurance, Hardship Funding, Rentals, Direct/Private
-Client types: REG (75%/25%), ODS, OWP, ACS, LTC, SEN, CCA (100%/0%)
-{profile_context}
-Answer concisely and include specific data when available. Format monetary values with $ and commas."""
-
- def _build_data_context(self, question):
- """Query relevant data based on the question to provide context to AI."""
- question_lower = question.lower()
- context_parts = []
-
- Profile = self.env['fusion.client.profile']
- SaleOrder = self.env['sale.order']
-
- if self.profile_id:
- # Scoped to specific client - load their data
- p = self.profile_id
- orders = SaleOrder.search([
- ('partner_id', '=', p.partner_id.id),
- ('x_fc_sale_type', '!=', False),
- ], limit=20) if p.partner_id else SaleOrder
-
- if orders:
- order_data = []
- for o in orders:
- order_data.append({
- 'name': o.name,
- 'sale_type': o.x_fc_sale_type,
- 'status': o.x_fc_adp_application_status,
- 'adp_total': o.x_fc_adp_portion_total,
- 'client_total': o.x_fc_client_portion_total,
- 'amount_total': o.amount_total,
- 'date': str(o.date_order) if o.date_order else '',
- })
- context_parts.append(f'Orders: {json.dumps(order_data)}')
-
- apps = p.application_data_ids[:10]
- if apps:
- app_data = []
- for a in apps:
- app_data.append({
- 'date': str(a.application_date) if a.application_date else '',
- 'device_category': a.device_category,
- 'base_device': a.base_device or '',
- 'condition': a.medical_condition or '',
- 'reason': a.reason_for_application or '',
- 'authorizer': f'{a.authorizer_first_name} {a.authorizer_last_name}'.strip(),
- })
- context_parts.append(f'Applications: {json.dumps(app_data)}')
- else:
- # Global query - provide summary stats
- total_profiles = Profile.search_count([])
- total_orders = SaleOrder.search_count([('x_fc_sale_type', '!=', False)])
-
- # City distribution
- if 'city' in question_lower or 'cities' in question_lower or 'where' in question_lower:
- city_data = SaleOrder.read_group(
- [('x_fc_sale_type', '!=', False), ('partner_id.city', '!=', False)],
- ['partner_id'],
- ['partner_id'],
- limit=20,
- )
- context_parts.append(f'Total profiles: {total_profiles}, Total orders: {total_orders}')
-
- context_parts.append(f'Summary: {total_profiles} profiles, {total_orders} orders')
-
- return '\n'.join(context_parts) if context_parts else ''
-
-
-class FusionClientChatMessage(models.Model):
- _name = 'fusion.client.chat.message'
- _description = 'Chat Message'
- _order = 'create_date asc'
-
- session_id = fields.Many2one(
- 'fusion.client.chat.session', string='Session',
- required=True, ondelete='cascade',
- )
- role = fields.Selection([
- ('user', 'User'),
- ('assistant', 'Assistant'),
- ], string='Role', required=True)
- content = fields.Text(string='Content', required=True)
- timestamp = fields.Datetime(
- string='Timestamp', default=fields.Datetime.now,
- )
diff --git a/fusion_claims/fusion_claims/models/client_profile.py b/fusion_claims/fusion_claims/models/client_profile.py
deleted file mode 100644
index 55bfd54..0000000
--- a/fusion_claims/fusion_claims/models/client_profile.py
+++ /dev/null
@@ -1,298 +0,0 @@
-# -*- coding: utf-8 -*-
-# Copyright 2024-2026 Nexa Systems Inc.
-# License OPL-1 (Odoo Proprietary License v1.0)
-
-from odoo import api, fields, models
-
-
-class FusionClientProfile(models.Model):
- _name = 'fusion.client.profile'
- _description = 'Client Profile'
- _order = 'last_name, first_name'
- _rec_name = 'display_name'
- _inherit = ['mail.thread', 'mail.activity.mixin']
-
- # ------------------------------------------------------------------
- # PERSONAL INFORMATION (from ADP XML Section 1)
- # ------------------------------------------------------------------
- partner_id = fields.Many2one(
- 'res.partner', string='Odoo Contact',
- help='Linked contact record in Odoo',
- )
- first_name = fields.Char(string='First Name', tracking=True)
- last_name = fields.Char(string='Last Name', tracking=True)
- middle_initial = fields.Char(string='Middle Initial')
- display_name = fields.Char(
- string='Name', compute='_compute_display_name', store=True,
- )
- health_card_number = fields.Char(
- string='Health Card Number', index=True, tracking=True,
- help='Ontario Health Card Number (10 digits)',
- )
- health_card_version = fields.Char(string='Health Card Version')
- date_of_birth = fields.Date(string='Date of Birth', tracking=True)
- ltch_name = fields.Char(
- string='Long-Term Care Home',
- help='Name of LTCH if applicable',
- )
-
- # ------------------------------------------------------------------
- # ADDRESS
- # ------------------------------------------------------------------
- unit_number = fields.Char(string='Unit Number')
- street_number = fields.Char(string='Street Number')
- street_name = fields.Char(string='Street Name')
- rural_route = fields.Char(string='Lot/Concession/Rural Route')
- city = fields.Char(string='City', index=True, tracking=True)
- province = fields.Char(string='Province', default='ON')
- postal_code = fields.Char(string='Postal Code')
-
- # ------------------------------------------------------------------
- # CONTACT
- # ------------------------------------------------------------------
- home_phone = fields.Char(string='Home Phone')
- business_phone = fields.Char(string='Business Phone')
- phone_extension = fields.Char(string='Phone Extension')
-
- # ------------------------------------------------------------------
- # BENEFITS ELIGIBILITY (from XML confirmationOfBenefit)
- # ------------------------------------------------------------------
- receives_social_assistance = fields.Boolean(
- string='Receives Social Assistance', tracking=True,
- )
- benefit_type = fields.Selection([
- ('owp', 'Ontario Works Program (OWP)'),
- ('odsp', 'Ontario Disability Support Program (ODSP)'),
- ('acsd', 'Assistance to Children with Severe Disabilities (ACSD)'),
- ], string='Benefit Type', tracking=True)
- wsib_eligible = fields.Boolean(string='WSIB Eligible', tracking=True)
- vac_eligible = fields.Boolean(
- string='Veterans Affairs Canada Eligible', tracking=True,
- )
-
- # ------------------------------------------------------------------
- # CURRENT MEDICAL STATUS (updated from latest XML)
- # ------------------------------------------------------------------
- medical_condition = fields.Text(
- string='Medical Condition/Diagnosis', tracking=True,
- help='Current presenting medical condition from latest ADP application',
- )
- mobility_status = fields.Text(
- string='Functional Mobility Status', tracking=True,
- help='Current functional mobility status from latest ADP application',
- )
- last_assessment_date = fields.Date(
- string='Last Assessment Date', tracking=True,
- )
-
- # ------------------------------------------------------------------
- # RELATIONSHIPS
- # ------------------------------------------------------------------
- application_data_ids = fields.One2many(
- 'fusion.adp.application.data', 'profile_id',
- string='ADP Applications',
- )
- # Chat is handled via Odoo's native AI agent (discuss.channel with ai_chat type)
-
- # ------------------------------------------------------------------
- # COMPUTED FIELDS
- # ------------------------------------------------------------------
- claim_count = fields.Integer(
- string='Claims', compute='_compute_claim_stats', store=True,
- )
- total_adp_funded = fields.Monetary(
- string='Total ADP Funded', compute='_compute_claim_stats', store=True,
- currency_field='currency_id',
- )
- total_client_portion = fields.Monetary(
- string='Total Client Portion', compute='_compute_claim_stats', store=True,
- currency_field='currency_id',
- )
- total_amount = fields.Monetary(
- string='Total Amount', compute='_compute_claim_stats', store=True,
- currency_field='currency_id',
- )
- currency_id = fields.Many2one(
- 'res.currency', string='Currency',
- default=lambda self: self.env.company.currency_id,
- )
- application_count = fields.Integer(
- string='Applications', compute='_compute_application_count',
- )
-
- # ------------------------------------------------------------------
- # AI ANALYSIS (auto-computed from application data)
- # ------------------------------------------------------------------
- ai_summary = fields.Text(
- string='Summary',
- compute='_compute_ai_analysis',
- )
- ai_risk_flags = fields.Text(
- string='Risk Flags',
- compute='_compute_ai_analysis',
- )
- ai_last_analyzed = fields.Datetime(string='Last AI Analysis')
-
- # ------------------------------------------------------------------
- # COMPUTED METHODS
- # ------------------------------------------------------------------
- @api.depends('first_name', 'last_name')
- def _compute_display_name(self):
- for profile in self:
- parts = [profile.last_name or '', profile.first_name or '']
- profile.display_name = ', '.join(p for p in parts if p) or 'New Profile'
-
- @api.depends('partner_id', 'partner_id.sale_order_ids',
- 'partner_id.sale_order_ids.x_fc_adp_portion_total',
- 'partner_id.sale_order_ids.x_fc_client_portion_total',
- 'partner_id.sale_order_ids.amount_total')
- def _compute_claim_stats(self):
- for profile in self:
- if profile.partner_id:
- orders = self.env['sale.order'].search([
- ('partner_id', '=', profile.partner_id.id),
- ('x_fc_sale_type', '!=', False),
- ])
- profile.claim_count = len(orders)
- profile.total_adp_funded = sum(orders.mapped('x_fc_adp_portion_total'))
- profile.total_client_portion = sum(orders.mapped('x_fc_client_portion_total'))
- profile.total_amount = sum(orders.mapped('amount_total'))
- else:
- profile.claim_count = 0
- profile.total_adp_funded = 0
- profile.total_client_portion = 0
- profile.total_amount = 0
-
- def _compute_application_count(self):
- for profile in self:
- profile.application_count = len(profile.application_data_ids)
-
- @api.depends('application_data_ids', 'application_data_ids.application_date',
- 'application_data_ids.base_device', 'application_data_ids.reason_for_application')
- def _compute_ai_analysis(self):
- for profile in self:
- apps = profile.application_data_ids.sorted('application_date', reverse=True)
-
- # --- SUMMARY ---
- summary_lines = []
-
- # Number of applications
- app_count = len(apps)
- summary_lines.append(f"Total Applications: {app_count}")
-
- # Last funding history
- if apps:
- latest = apps[0]
- date_str = latest.application_date.strftime('%B %d, %Y') if latest.application_date else 'Unknown date'
- device = latest.base_device or 'Not specified'
- category = dict(latest._fields['device_category'].selection).get(
- latest.device_category, latest.device_category or 'N/A'
- ) if latest.device_category else 'N/A'
- summary_lines.append(f"Last Application: {date_str}")
- summary_lines.append(f"Last Device: {device} ({category})")
-
- # Reason for last application
- reason = latest.reason_for_application or 'Not specified'
- summary_lines.append(f"Reason: {reason}")
-
- # Authorizer
- auth_name = f"{latest.authorizer_first_name or ''} {latest.authorizer_last_name or ''}".strip()
- if auth_name:
- summary_lines.append(f"Authorizer: {auth_name}")
-
- # All devices received (unique)
- devices = set()
- for a in apps:
- if a.base_device:
- devices.add(a.base_device)
- if len(devices) > 1:
- summary_lines.append(f"All Devices: {', '.join(sorted(devices))}")
- else:
- summary_lines.append("No applications on file.")
-
- profile.ai_summary = '\n'.join(summary_lines)
-
- # --- RISK FLAGS ---
- risk_lines = []
-
- if app_count >= 2:
- # Calculate frequency
- dated_apps = [a for a in apps if a.application_date]
- if len(dated_apps) >= 2:
- dates = sorted([a.application_date for a in dated_apps])
- total_span = (dates[-1] - dates[0]).days
- if total_span > 0:
- avg_days = total_span / (len(dates) - 1)
- if avg_days < 365:
- risk_lines.append(
- f"High Frequency: {app_count} applications over "
- f"{total_span} days (avg {avg_days:.0f} days apart)"
- )
- elif avg_days < 730:
- risk_lines.append(
- f"Moderate Frequency: {app_count} applications over "
- f"{total_span // 365} year(s) (avg {avg_days:.0f} days apart)"
- )
- else:
- risk_lines.append(
- f"Normal Frequency: {app_count} applications over "
- f"{total_span // 365} year(s) (avg {avg_days:.0f} days apart)"
- )
-
- # Check for multiple replacements
- replacements = [a for a in apps if a.reason_for_application and 'replacement' in a.reason_for_application.lower()]
- if len(replacements) >= 2:
- risk_lines.append(f"Multiple Replacements: {len(replacements)} replacement applications")
-
- if not risk_lines:
- risk_lines.append("No flags identified.")
-
- profile.ai_risk_flags = '\n'.join(risk_lines)
-
- # ------------------------------------------------------------------
- # ACTIONS
- # ------------------------------------------------------------------
- def action_view_claims(self):
- """Open sale orders for this client."""
- self.ensure_one()
- return {
- 'type': 'ir.actions.act_window',
- 'name': f'Claims - {self.display_name}',
- 'res_model': 'sale.order',
- 'view_mode': 'list,form',
- 'domain': [('partner_id', '=', self.partner_id.id), ('x_fc_sale_type', '!=', False)],
- }
-
- def action_view_applications(self):
- """Open parsed ADP application data for this client."""
- self.ensure_one()
- return {
- 'type': 'ir.actions.act_window',
- 'name': f'Applications - {self.display_name}',
- 'res_model': 'fusion.adp.application.data',
- 'view_mode': 'list,form',
- 'domain': [('profile_id', '=', self.id)],
- }
-
- def action_open_ai_chat(self):
- """Open AI chat about this client using Odoo's native AI agent."""
- self.ensure_one()
- agent = self.env.ref('fusion_claims.ai_agent_fusion_claims', raise_if_not_found=False)
- if agent:
- # Create channel with client context so the AI knows which client
- channel = agent._create_ai_chat_channel()
- # Post an initial context message about this client
- initial_prompt = (
- f"I want to ask about client {self.display_name} "
- f"(Profile ID: {self.id}, Health Card: {self.health_card_number or 'N/A'}). "
- f"Please look up their details."
- )
- return {
- 'type': 'ir.actions.client',
- 'tag': 'agent_chat_action',
- 'params': {
- 'channelId': channel.id,
- 'user_prompt': initial_prompt,
- },
- }
- return {'type': 'ir.actions.act_window_close'}
diff --git a/fusion_claims/fusion_claims/models/dashboard.py b/fusion_claims/fusion_claims/models/dashboard.py
deleted file mode 100644
index fe02079..0000000
--- a/fusion_claims/fusion_claims/models/dashboard.py
+++ /dev/null
@@ -1,162 +0,0 @@
-# -*- coding: utf-8 -*-
-# Copyright 2024-2026 Nexa Systems Inc.
-# License OPL-1 (Odoo Proprietary License v1.0)
-
-from odoo import api, fields, models
-
-CASE_TYPE_SELECTION = [
- ('adp', 'ADP'),
- ('odsp', 'ODSP'),
- ('march_of_dimes', 'March of Dimes'),
- ('hardship', 'Hardship Funding'),
- ('acsd', 'ACSD'),
- ('muscular_dystrophy', 'Muscular Dystrophy'),
- ('insurance', 'Insurance'),
- ('wsib', 'WSIB'),
-]
-
-TYPE_DOMAINS = {
- 'adp': [('x_fc_sale_type', 'in', ['adp', 'adp_odsp'])],
- 'odsp': [('x_fc_sale_type', 'in', ['odsp', 'adp_odsp'])],
- 'march_of_dimes': [('x_fc_sale_type', '=', 'march_of_dimes')],
- 'hardship': [('x_fc_sale_type', '=', 'hardship')],
- 'acsd': [('x_fc_client_type', '=', 'ACS')],
- 'muscular_dystrophy': [('x_fc_sale_type', '=', 'muscular_dystrophy')],
- 'insurance': [('x_fc_sale_type', '=', 'insurance')],
- 'wsib': [('x_fc_sale_type', '=', 'wsib')],
-}
-
-TYPE_LABELS = dict(CASE_TYPE_SELECTION)
-
-
-class FusionClaimsDashboard(models.TransientModel):
- _name = 'fusion.claims.dashboard'
- _description = 'Fusion Claims Dashboard'
- _rec_name = 'name'
-
- name = fields.Char(default='Dashboard', readonly=True)
-
- # Case counts by funding type
- adp_count = fields.Integer(compute='_compute_stats')
- odsp_count = fields.Integer(compute='_compute_stats')
- march_of_dimes_count = fields.Integer(compute='_compute_stats')
- hardship_count = fields.Integer(compute='_compute_stats')
- acsd_count = fields.Integer(compute='_compute_stats')
- muscular_dystrophy_count = fields.Integer(compute='_compute_stats')
- insurance_count = fields.Integer(compute='_compute_stats')
- wsib_count = fields.Integer(compute='_compute_stats')
- total_profiles = fields.Integer(compute='_compute_stats')
-
- # Panel selectors (4 panels)
- panel1_type = fields.Selection(CASE_TYPE_SELECTION, string='Window 1', default='adp')
- panel2_type = fields.Selection(CASE_TYPE_SELECTION, string='Window 2', default='odsp')
- panel3_type = fields.Selection(CASE_TYPE_SELECTION, string='Window 3', default='march_of_dimes')
- panel4_type = fields.Selection(CASE_TYPE_SELECTION, string='Window 4', default='hardship')
-
- # Panel HTML
- panel1_html = fields.Html(compute='_compute_panels', sanitize=False)
- panel2_html = fields.Html(compute='_compute_panels', sanitize=False)
- panel3_html = fields.Html(compute='_compute_panels', sanitize=False)
- panel4_html = fields.Html(compute='_compute_panels', sanitize=False)
- panel1_title = fields.Char(compute='_compute_panels')
- panel2_title = fields.Char(compute='_compute_panels')
- panel3_title = fields.Char(compute='_compute_panels')
- panel4_title = fields.Char(compute='_compute_panels')
-
- def _compute_stats(self):
- SO = self.env['sale.order'].sudo()
- Profile = self.env['fusion.client.profile'].sudo()
- for rec in self:
- rec.adp_count = SO.search_count(TYPE_DOMAINS['adp'])
- rec.odsp_count = SO.search_count(TYPE_DOMAINS['odsp'])
- rec.march_of_dimes_count = SO.search_count(TYPE_DOMAINS['march_of_dimes'])
- rec.hardship_count = SO.search_count(TYPE_DOMAINS['hardship'])
- rec.acsd_count = SO.search_count(TYPE_DOMAINS['acsd'])
- rec.muscular_dystrophy_count = SO.search_count(TYPE_DOMAINS['muscular_dystrophy'])
- rec.insurance_count = SO.search_count(TYPE_DOMAINS['insurance'])
- rec.wsib_count = SO.search_count(TYPE_DOMAINS['wsib'])
- rec.total_profiles = Profile.search_count([])
-
- @api.depends('panel1_type', 'panel2_type', 'panel3_type', 'panel4_type')
- def _compute_panels(self):
- SO = self.env['sale.order'].sudo()
- for rec in self:
- for i in range(1, 5):
- ptype = getattr(rec, f'panel{i}_type') or 'adp'
- domain = TYPE_DOMAINS.get(ptype, [])
- orders = SO.search(domain, order='create_date desc', limit=50)
- count = SO.search_count(domain)
- title = f'Window {i} - {TYPE_LABELS.get(ptype, ptype)} ({count} cases)'
- html = rec._build_top_list(orders)
- setattr(rec, f'panel{i}_title', title)
- setattr(rec, f'panel{i}_html', html)
-
- def _build_top_list(self, orders):
- if not orders:
- return 'No cases found
' - rows = [] - for o in orders: - status = o.x_fc_adp_application_status or '' - status_label = dict(o._fields['x_fc_adp_application_status'].selection).get(status, status) - rows.append( - f'| Order | Client | Status | Total |
|---|
'
- f''
- f'
')
-
- return ''.join(parts)
-
- # ------------------------------------------------------------------
- # Building blocks
- # ------------------------------------------------------------------
-
- def _email_section(self, heading, rows):
- """Build a labeled details table section.
-
- Args:
- heading: Section title (e.g. "Case Details")
- rows: list of (label, value) tuples. Value can be plain text or HTML.
- """
- if not rows:
- return ''
-
- html = (
- ''
- )
-
- # -- Company name
- parts.append(
- f'
')
-
- # -- Footer
- footer_parts = [company['name']]
- if company['phone']:
- footer_parts.append(company['phone'])
- if company['email']:
- footer_parts.append(company['email'])
- footer_text = ' · '.join(footer_parts)
-
- parts.append(
- f'{company["name"]}
' - ) - - # -- Title - parts.append( - f'{title}
' - ) - - # -- Summary - parts.append( - f'{summary}
' - ) - - # -- Sections (details tables) - if sections: - for heading, rows in sections: - parts.append(self._email_section(heading, rows)) - - # -- Note / Next Steps - if note: - nc = note_color or accent - parts.append(self._email_note(note, nc)) - - # -- Extra HTML - if extra_html: - parts.append(extra_html) - - # -- Attachment note - if attachments_note: - parts.append(self._email_attachment_note(attachments_note)) - - # -- CTA Button - if button_url: - parts.append(self._email_button(button_url, button_text, accent)) - - # -- Sign-off - signer = sender_name or (self.env.user.name if self.env.user else '') - parts.append( - f''
- f'Best regards,
'
- f'{signer}
'
- f'{company["name"]}
'
- f'
'
- )
-
- # -- Close wrapper
- parts.append(''
- f'{footer_text}
'
- f'This is an automated notification from the ADP Claims Management System.
| {heading} | |
| {label} | ' - f'{value} | ' - f'
'
- f'
'
- )
-
- def _email_button(self, url, text='View Case Details', color='#2B6CB0'):
- """Build a centered CTA button."""
- return (
- f'{text}
' - f'' - f'{text}
' - ) - - def _email_attachment_note(self, description): - """Build a dashed-border attachment callout. - - Args: - description: e.g. "ADP Application (PDF), XML Data File" - """ - return ( - f''
- f'
'
- )
-
- def _email_status_badge(self, label, color='#2B6CB0'):
- """Return an inline status badge/pill HTML snippet."""
- # Pick a light background tint for the badge
- bg_map = {
- '#38a169': '#f0fff4',
- '#2B6CB0': '#ebf4ff',
- '#d69e2e': '#fefcbf',
- '#c53030': '#fff5f5',
- }
- bg = bg_map.get(color, '#ebf4ff')
- return (
- f''
- f'{label}'
- )
-
- # ------------------------------------------------------------------
- # Helpers
- # ------------------------------------------------------------------
-
- def _get_company_info(self):
- """Return company name, phone, email for email templates."""
- company = getattr(self, 'company_id', None) or self.env.company
- return {
- 'name': company.name or 'Our Company',
- 'phone': company.phone or '',
- 'email': company.email or '',
- }
-
- def _email_is_enabled(self):
- """Check if email notifications are enabled in settings."""
- ICP = self.env['ir.config_parameter'].sudo()
- val = ICP.get_param('fusion_claims.enable_email_notifications', 'True')
- return val.lower() in ('true', '1', 'yes')
diff --git a/fusion_claims/fusion_claims/models/fusion_adp_device_code.py b/fusion_claims/fusion_claims/models/fusion_adp_device_code.py
deleted file mode 100644
index 0a6c201..0000000
--- a/fusion_claims/fusion_claims/models/fusion_adp_device_code.py
+++ /dev/null
@@ -1,390 +0,0 @@
-# -*- coding: utf-8 -*-
-# Copyright 2024-2025 Nexa Systems Inc.
-# License OPL-1 (Odoo Proprietary License v1.0)
-# Part of the Fusion Claim Assistant product family.
-
-from odoo import models, fields, api, _
-from odoo.exceptions import UserError
-from odoo.tools.misc import file_path as get_resource_path
-import json
-import re
-import os
-import logging
-
-_logger = logging.getLogger(__name__)
-
-
-class FusionADPDeviceCode(models.Model):
- _name = 'fusion.adp.device.code'
- _description = 'ADP Device Code Reference (Mobility Manual)'
- _order = 'device_type, device_code'
-
- def _register_hook(self):
- """
- Called when the model is loaded.
- Re-loads device codes from packaged JSON on module upgrade.
- """
- super()._register_hook()
- # Use with_context to check if this is a module upgrade
- # The data will be loaded via post_init_hook on install,
- # and via this hook on upgrade (when module is reloaded)
- try:
- self.sudo()._load_packaged_device_codes()
- except Exception as e:
- _logger.warning("Could not auto-load device codes: %s", str(e))
-
- # ==========================================================================
- # MAIN FIELDS
- # ==========================================================================
- device_code = fields.Char(
- string='Device Code',
- required=True,
- index=True,
- help='ADP device code from the mobility manual',
- )
- name = fields.Char(
- string='Description',
- compute='_compute_name',
- store=True,
- )
- device_type = fields.Char(
- string='Device Type',
- index=True,
- help='Device type/category (e.g., Adult Wheeled Walker Type 1)',
- )
- manufacturer = fields.Char(
- string='Manufacturer',
- index=True,
- help='Device manufacturer',
- )
- device_description = fields.Char(
- string='Device Description',
- help='Detailed device description from mobility manual',
- )
- max_quantity = fields.Integer(
- string='Max Quantity',
- default=1,
- help='Maximum quantity that can be billed per claim',
- )
- adp_price = fields.Float(
- string='ADP Price',
- digits='Product Price',
- help='Maximum price ADP will cover for this device',
- )
- sn_required = fields.Boolean(
- string='Serial Number Required',
- default=False,
- help='Is serial number required for this device?',
- )
-
- # ==========================================================================
- # TRACKING
- # ==========================================================================
- active = fields.Boolean(
- string='Active',
- default=True,
- )
- last_updated = fields.Datetime(
- string='Last Updated',
- default=fields.Datetime.now,
- )
-
- # ==========================================================================
- # SQL CONSTRAINTS
- # ==========================================================================
- _sql_constraints = [
- ('device_code_uniq', 'unique(device_code)',
- 'Device code must be unique!'),
- ]
-
- # ==========================================================================
- # COMPUTED FIELDS
- # ==========================================================================
- @api.depends('device_code', 'adp_price', 'device_type', 'device_description')
- def _compute_name(self):
- for record in self:
- if record.device_code:
- if record.device_description:
- record.name = f"{record.device_code} - {record.device_description} (${record.adp_price:.2f})"
- else:
- record.name = f"{record.device_code} (${record.adp_price:.2f})"
- else:
- record.name = ''
-
- # ==========================================================================
- # DEVICE TYPE LOOKUP (for wizard display)
- # ==========================================================================
- @api.model
- def get_device_type_for_code(self, device_code):
- """Get the device type for a given device code."""
- if not device_code:
- return ''
- device = self.search([('device_code', '=', device_code), ('active', '=', True)], limit=1)
- return device.device_type or ''
-
- @api.model
- def get_unique_device_types(self):
- """Get list of unique device types from the database."""
- self.flush_model()
- self.env.cr.execute("""
- SELECT DISTINCT device_type
- FROM fusion_adp_device_code
- WHERE device_type IS NOT NULL AND device_type != '' AND active = TRUE
- ORDER BY device_type
- """)
- return [row[0] for row in self.env.cr.fetchall()]
-
- # ==========================================================================
- # LOOKUP METHODS
- # ==========================================================================
- @api.model
- def get_device_info(self, device_code):
- """Get device info by code."""
- if not device_code:
- return None
-
- device = self.search([('device_code', '=', device_code), ('active', '=', True)], limit=1)
- if device:
- return {
- 'device_code': device.device_code,
- 'max_quantity': device.max_quantity,
- 'adp_price': device.adp_price,
- 'sn_required': device.sn_required,
- }
- return None
-
- @api.model
- def validate_device_code(self, device_code):
- """Check if a device code exists in the mobility manual."""
- if not device_code:
- return False
- return bool(self.search([('device_code', '=', device_code), ('active', '=', True)], limit=1))
-
- # ==========================================================================
- # TEXT CLEANING UTILITIES
- # ==========================================================================
- @staticmethod
- def _clean_text(text):
- """Clean text from weird characters, normalize encoding."""
- if not text:
- return ''
- # Convert to string if not already
- text = str(text)
- # Remove or replace problematic characters
- # Replace curly quotes with straight quotes
- text = text.replace('"', '"').replace('"', '"')
- text = text.replace(''', "'").replace(''', "'")
- # Remove non-printable characters except newlines
- text = ''.join(char if char.isprintable() or char in '\n\r\t' else ' ' for char in text)
- # Normalize multiple spaces
- text = re.sub(r'\s+', ' ', text)
- # Strip leading/trailing whitespace
- return text.strip()
-
- @staticmethod
- def _parse_price(price_str):
- """Parse price string like '$64.00' or '$2,578.00' to float."""
- if not price_str:
- return 0.0
- # Remove currency symbols, commas, spaces, quotes
- price_str = str(price_str).strip()
- price_str = re.sub(r'[\$,"\'\s]', '', price_str)
- try:
- return float(price_str)
- except ValueError:
- return 0.0
-
- # ==========================================================================
- # IMPORT FROM JSON
- # ==========================================================================
- @api.model
- def import_from_json(self, json_data):
- """
- Import device codes from JSON data.
-
- Expected format (enhanced with device type, manufacturer, description):
- [
- {
- "Device Type": "Adult Wheeled Walker Type 1",
- "Manufacturer": "Drive Medical",
- "Device Description": "One Button Or Dual Trigger Release",
- "Device Code": "MW1D50005",
- "Quantity": 1,
- "ADP Price": 64.00,
- "SN Required": "Yes"
- },
- ...
- ]
- """
- if isinstance(json_data, str):
- try:
- data = json.loads(json_data)
- except json.JSONDecodeError as e:
- raise UserError(_("Invalid JSON data: %s") % str(e))
- else:
- data = json_data
-
- if not isinstance(data, list):
- raise UserError(_("Expected a list of device codes"))
-
- created = 0
- updated = 0
- errors = []
-
- for idx, item in enumerate(data):
- try:
- device_code = self._clean_text(item.get('Device Code', '') or item.get('device_code', ''))
- if not device_code:
- errors.append(f"Row {idx + 1}: Missing device code")
- continue
-
- # Parse fields with cleaning
- device_type = self._clean_text(item.get('Device Type', '') or item.get('device_type', ''))
- manufacturer = self._clean_text(item.get('Manufacturer', '') or item.get('manufacturer', ''))
- device_description = self._clean_text(item.get('Device Description', '') or item.get('device_description', ''))
-
- # Parse quantity
- qty_val = item.get('Quantity', 1) or item.get('Qty', 1) or item.get('quantity', 1)
- max_qty = int(qty_val) if qty_val else 1
-
- # Parse price (handles both raw number and string format)
- price_val = item.get('ADP Price', 0) or item.get('Approved Price', 0) or item.get('adp_price', 0)
- if isinstance(price_val, (int, float)):
- adp_price = float(price_val)
- else:
- adp_price = self._parse_price(price_val)
-
- # Parse serial requirement - handle boolean, string, and various formats
- sn_raw = item.get('SN Required') or item.get('Serial') or item.get('SN') or item.get('sn_required') or 'No'
-
- # Handle boolean values directly
- if isinstance(sn_raw, bool):
- sn_required = sn_raw
- else:
- sn_val = str(sn_raw).upper().strip()
- sn_required = sn_val in ('YES', 'Y', 'TRUE', '1', 'T')
-
- # Check if exists
- existing = self.search([('device_code', '=', device_code)], limit=1)
-
- vals = {
- 'device_type': device_type,
- 'manufacturer': manufacturer,
- 'device_description': device_description,
- 'max_quantity': max_qty,
- 'adp_price': adp_price,
- 'sn_required': sn_required,
- 'last_updated': fields.Datetime.now(),
- 'active': True,
- }
-
- if existing:
- existing.write(vals)
- updated += 1
- else:
- vals['device_code'] = device_code
- self.create(vals)
- created += 1
-
- except Exception as e:
- errors.append(f"Row {idx + 1}: {str(e)}")
-
- return {
- 'created': created,
- 'updated': updated,
- 'errors': errors,
- }
-
- @api.model
- def import_from_csv_file(self, file_path):
- """Import device codes from a CSV file (ADP Mobility Manual format).
-
- Expected CSV columns: Device Type, Manufacturer, Device Description, Device Code, Qty, Approved Price, Serial
- """
- import csv
-
- try:
- data = []
- with open(file_path, 'r', encoding='utf-8-sig') as f:
- reader = csv.DictReader(f)
- for row in reader:
- # Skip empty rows
- device_code = (row.get('Device Code', '') or '').strip()
- if not device_code:
- continue
-
- data.append({
- 'Device Type': row.get('Device Type', ''),
- 'Manufacturer': row.get('Manufacturer', ''),
- 'Device Description': row.get('Device Description', ''),
- 'Device Code': device_code,
- 'Quantity': row.get('Qty', 1),
- 'ADP Price': row.get(' Approved Price ', '') or row.get('Approved Price', ''),
- 'SN Required': row.get('Serial', 'No'),
- })
-
- return self.import_from_json(data)
- except FileNotFoundError:
- raise UserError(_("File not found: %s") % file_path)
- except Exception as e:
- raise UserError(_("Error reading CSV file: %s") % str(e))
-
- @api.model
- def import_from_file(self, file_path):
- """Import device codes from a JSON file."""
- try:
- with open(file_path, 'r', encoding='utf-8') as f:
- data = json.load(f)
- return self.import_from_json(data)
- except FileNotFoundError:
- raise UserError(_("File not found: %s") % file_path)
- except json.JSONDecodeError as e:
- raise UserError(_("Invalid JSON file: %s") % str(e))
- except Exception as e:
- raise UserError(_("Error reading file: %s") % str(e))
-
- # ==========================================================================
- # AUTO-LOAD FROM PACKAGED DATA FILE
- # ==========================================================================
- @api.model
- def _load_packaged_device_codes(self):
- """
- Load device codes from the packaged JSON file.
- Called automatically on module install/upgrade via post_init_hook.
-
- The JSON file is located at: fusion_claims/data/device_codes/adp_mobility_manual.json
- """
- _logger.info("Loading ADP Mobility Manual device codes from packaged data file...")
-
- # Get the path to the packaged JSON file
- try:
- json_path = get_resource_path('fusion_claims/data/device_codes/adp_mobility_manual.json')
- except FileNotFoundError:
- json_path = None
-
- if not json_path or not os.path.exists(json_path):
- _logger.warning("ADP Mobility Manual JSON file not found at expected location.")
- return {'created': 0, 'updated': 0, 'errors': ['JSON file not found']}
-
- try:
- with open(json_path, 'r', encoding='utf-8') as f:
- data = json.load(f)
-
- result = self.import_from_json(data)
-
- _logger.info(
- "ADP Mobility Manual import complete: %d created, %d updated, %d errors",
- result.get('created', 0),
- result.get('updated', 0),
- len(result.get('errors', []))
- )
-
- if result.get('errors'):
- for error in result['errors'][:10]: # Log first 10 errors
- _logger.warning("Import error: %s", error)
-
- return result
-
- except Exception as e:
- _logger.error("Error loading ADP Mobility Manual: %s", str(e))
- return {'created': 0, 'updated': 0, 'errors': [str(e)]}
diff --git a/fusion_claims/fusion_claims/models/fusion_central_config.py b/fusion_claims/fusion_claims/models/fusion_central_config.py
deleted file mode 100644
index 7d5710d..0000000
--- a/fusion_claims/fusion_claims/models/fusion_central_config.py
+++ /dev/null
@@ -1,126 +0,0 @@
-# -*- coding: utf-8 -*-
-# Copyright 2024-2025 Nexa Systems Inc.
-# License OPL-1 (Odoo Proprietary License v1.0)
-# Part of the Fusion Claim Assistant product family.
-
-import logging
-from odoo import models, api, _
-
-_logger = logging.getLogger(__name__)
-
-
-class FusionCentralConfig(models.TransientModel):
- _name = 'fusion_claims.config'
- _description = 'Fusion Central Configuration Manager'
-
- # =========================================================================
- # ACTION METHODS
- # =========================================================================
-
- def action_detect_existing_fields(self):
- """Detect existing custom x_* fields and map them."""
- ICP = self.env['ir.config_parameter'].sudo()
- IrModelFields = self.env['ir.model.fields'].sudo()
- detected = []
- detected_details = []
-
- # Search for all custom fields on relevant models
- models_to_search = ['sale.order', 'sale.order.line', 'account.move', 'account.move.line', 'product.template']
-
- # Find all custom x_* fields
- all_custom_fields = IrModelFields.search([
- ('model', 'in', models_to_search),
- ('name', '=like', 'x_%'),
- ('state', '=', 'manual'),
- ])
-
- _logger.debug("Found %d custom fields across models", len(all_custom_fields))
-
- # Field patterns to detect (model, keywords, param_key, display_name)
- # Keywords are checked if they appear anywhere in the field name
- # NOTE: param_key must match the config_parameter in res_config_settings.py
- field_mappings = [
- # Sale Order header fields
- ('sale.order', ['sale_type', 'saletype', 'type_of_sale'], 'fusion_claims.field_sale_type', 'Sale Type'),
- ('sale.order', ['client_type', 'clienttype', 'customer_type'], 'fusion_claims.field_so_client_type', 'SO Client Type'),
- ('sale.order', ['authorizer', 'authorized', 'approver'], 'fusion_claims.field_so_authorizer', 'SO Authorizer'),
- ('sale.order', ['claim_number', 'claimnumber', 'claim_no', 'claim_num'], 'fusion_claims.field_so_claim_number', 'SO Claim Number'),
- ('sale.order', ['client_ref_1', 'clientref1', 'reference_1'], 'fusion_claims.field_so_client_ref_1', 'SO Client Ref 1'),
- ('sale.order', ['client_ref_2', 'clientref2', 'reference_2'], 'fusion_claims.field_so_client_ref_2', 'SO Client Ref 2'),
- ('sale.order', ['delivery_date', 'deliverydate', 'adp_delivery'], 'fusion_claims.field_so_delivery_date', 'SO Delivery Date'),
- ('sale.order', ['service_start', 'servicestart'], 'fusion_claims.field_so_service_start', 'SO Service Start'),
- ('sale.order', ['service_end', 'serviceend'], 'fusion_claims.field_so_service_end', 'SO Service End'),
- ('sale.order', ['adp_status', 'adpstatus'], 'fusion_claims.field_so_adp_status', 'SO ADP Status'),
- # Sale Order line fields
- ('sale.order.line', ['serial', 'sn', 's_n'], 'fusion_claims.field_sol_serial', 'SO Line Serial'),
- ('sale.order.line', ['placement', 'device_placement'], 'fusion_claims.field_sol_placement', 'SO Line Placement'),
- # Invoice header fields
- ('account.move', ['invoice_type', 'invoicetype', 'inv_type', 'type_of_invoice'], 'fusion_claims.field_invoice_type', 'Invoice Type'),
- ('account.move', ['client_type', 'clienttype', 'customer_type'], 'fusion_claims.field_inv_client_type', 'Invoice Client Type'),
- ('account.move', ['authorizer', 'authorized', 'approver'], 'fusion_claims.field_inv_authorizer', 'Invoice Authorizer'),
- ('account.move', ['claim_number', 'claimnumber', 'claim_no'], 'fusion_claims.field_inv_claim_number', 'Invoice Claim Number'),
- ('account.move', ['client_ref_1', 'clientref1', 'reference_1'], 'fusion_claims.field_inv_client_ref_1', 'Invoice Client Ref 1'),
- ('account.move', ['client_ref_2', 'clientref2', 'reference_2'], 'fusion_claims.field_inv_client_ref_2', 'Invoice Client Ref 2'),
- ('account.move', ['delivery_date', 'deliverydate', 'adp_delivery'], 'fusion_claims.field_inv_delivery_date', 'Invoice Delivery Date'),
- ('account.move', ['service_start', 'servicestart'], 'fusion_claims.field_inv_service_start', 'Invoice Service Start'),
- ('account.move', ['service_end', 'serviceend'], 'fusion_claims.field_inv_service_end', 'Invoice Service End'),
- # Invoice line fields
- ('account.move.line', ['serial', 'sn', 's_n'], 'fusion_claims.field_aml_serial', 'Invoice Line Serial'),
- ('account.move.line', ['placement', 'device_placement'], 'fusion_claims.field_aml_placement', 'Invoice Line Placement'),
- # Product fields
- ('product.template', ['adp_device', 'adp_code', 'adp_sku', 'device_code', 'sku'], 'fusion_claims.field_product_code', 'Product ADP Code'),
- ]
-
- for model, keywords, param_key, display_name in field_mappings:
- # Find fields on this model that contain any of the keywords
- model_fields = all_custom_fields.filtered(lambda f: f.model == model)
-
- model_fields_sorted = sorted(model_fields, key=lambda f: f.name)
-
- matched_field = None
- for field in model_fields_sorted:
- field_name_lower = field.name.lower()
- for keyword in keywords:
- if keyword in field_name_lower:
- # Skip our own x_fc_* fields - we want to find other custom fields
- if field.name.startswith('x_fc_'):
- continue
- matched_field = field
- break
- if matched_field:
- break
-
- if matched_field:
- ICP.set_param(param_key, matched_field.name)
- detected.append(matched_field.name)
- detected_details.append(f"• {display_name}: {matched_field.name} ({model})")
- _logger.debug("Mapped %s -> %s on %s", param_key, matched_field.name, model)
-
- # Also list any unmapped custom fields for reference
- unmapped = []
- for field in all_custom_fields:
- if field.name not in detected:
- unmapped.append(f"{field.model}.{field.name}")
-
- if detected_details:
- message = _("Detected and mapped %d fields:\n%s") % (len(detected), "\n".join(detected_details))
- if unmapped:
- message += _("\n\nOther custom fields found (not mapped):\n• ") + "\n• ".join(unmapped[:10])
- if len(unmapped) > 10:
- message += f"\n... and {len(unmapped) - 10} more"
- message += _("\n\n⚠️ IMPORTANT: Save settings and reload page to see changes.")
- else:
- message = _("No matching fields found.\n\nCustom fields found:\n• ") + "\n• ".join(unmapped[:15]) if unmapped else _("No custom fields found on relevant models.")
-
- return {
- 'type': 'ir.actions.client',
- 'tag': 'display_notification',
- 'params': {
- 'title': _("Field Detection Complete"),
- 'message': message,
- 'type': 'success' if detected else 'warning',
- 'sticky': True,
- }
- }
-
- # (Migration and field protection methods removed)
diff --git a/fusion_claims/fusion_claims/models/fusion_loaner_checkout.py b/fusion_claims/fusion_claims/models/fusion_loaner_checkout.py
deleted file mode 100644
index cfd54ad..0000000
--- a/fusion_claims/fusion_claims/models/fusion_loaner_checkout.py
+++ /dev/null
@@ -1,799 +0,0 @@
-# -*- coding: utf-8 -*-
-# Copyright 2024-2026 Nexa Systems Inc.
-# License OPL-1 (Odoo Proprietary License v1.0)
-
-from odoo import models, fields, api, _
-from odoo.exceptions import UserError, ValidationError
-from markupsafe import Markup
-from datetime import timedelta
-import logging
-
-_logger = logging.getLogger(__name__)
-
-
-class FusionLoanerCheckout(models.Model):
- """Track loaner equipment checkouts and returns."""
- _name = 'fusion.loaner.checkout'
- _description = 'Loaner Equipment Checkout'
- _order = 'checkout_date desc, id desc'
- _inherit = ['mail.thread', 'mail.activity.mixin', 'fusion.email.builder.mixin']
-
- # =========================================================================
- # REFERENCE FIELDS
- # =========================================================================
-
- name = fields.Char(
- string='Reference',
- required=True,
- copy=False,
- readonly=True,
- default=lambda self: _('New'),
- )
- sale_order_id = fields.Many2one(
- 'sale.order',
- string='Sale Order',
- ondelete='set null',
- tracking=True,
- )
- partner_id = fields.Many2one(
- 'res.partner',
- string='Client',
- required=True,
- tracking=True,
- )
- authorizer_id = fields.Many2one(
- 'res.partner',
- string='Authorizer',
- help='Therapist/Authorizer associated with this loaner',
- )
- sales_rep_id = fields.Many2one(
- 'res.users',
- string='Sales Rep',
- default=lambda self: self.env.user,
- tracking=True,
- )
- company_id = fields.Many2one(
- 'res.company',
- string='Company',
- default=lambda self: self.env.company,
- )
-
- # =========================================================================
- # PRODUCT & SERIAL
- # =========================================================================
-
- product_id = fields.Many2one(
- 'product.product',
- string='Product',
- required=True,
- domain="[('x_fc_can_be_loaned', '=', True)]",
- tracking=True,
- )
- lot_id = fields.Many2one(
- 'stock.lot',
- string='Serial Number',
- domain="[('product_id', '=', product_id)]",
- tracking=True,
- )
- product_description = fields.Text(
- string='Product Description',
- related='product_id.description_sale',
- )
-
- # =========================================================================
- # DATES
- # =========================================================================
-
- checkout_date = fields.Date(
- string='Checkout Date',
- required=True,
- default=fields.Date.context_today,
- tracking=True,
- )
- loaner_period_days = fields.Integer(
- string='Loaner Period (Days)',
- default=7,
- help='Number of free loaner days before rental conversion',
- )
- expected_return_date = fields.Date(
- string='Expected Return Date',
- compute='_compute_expected_return_date',
- store=True,
- )
- actual_return_date = fields.Date(
- string='Actual Return Date',
- tracking=True,
- )
- days_out = fields.Integer(
- string='Days Out',
- compute='_compute_days_out',
- )
- days_overdue = fields.Integer(
- string='Days Overdue',
- compute='_compute_days_overdue',
- )
-
- # =========================================================================
- # STATUS
- # =========================================================================
-
- state = fields.Selection([
- ('draft', 'Draft'),
- ('checked_out', 'Checked Out'),
- ('overdue', 'Overdue'),
- ('rental_pending', 'Rental Conversion Pending'),
- ('returned', 'Returned'),
- ('converted_rental', 'Converted to Rental'),
- ('lost', 'Lost/Write-off'),
- ], string='Status', default='draft', tracking=True, required=True)
-
- # =========================================================================
- # LOCATION
- # =========================================================================
-
- delivery_address = fields.Text(
- string='Delivery Address',
- help='Where the loaner was delivered',
- )
- return_location_id = fields.Many2one(
- 'stock.location',
- string='Return Location',
- domain="[('usage', '=', 'internal')]",
- help='Where the loaner was returned to (store, warehouse, etc.)',
- tracking=True,
- )
- checked_out_by_id = fields.Many2one(
- 'res.users',
- string='Checked Out By',
- default=lambda self: self.env.user,
- )
- returned_to_id = fields.Many2one(
- 'res.users',
- string='Returned To',
- )
-
- # =========================================================================
- # CHECKOUT CONDITION
- # =========================================================================
-
- checkout_condition = fields.Selection([
- ('excellent', 'Excellent'),
- ('good', 'Good'),
- ('fair', 'Fair'),
- ('needs_repair', 'Needs Repair'),
- ], string='Checkout Condition', default='excellent')
- checkout_notes = fields.Text(
- string='Checkout Notes',
- )
- checkout_photo_ids = fields.Many2many(
- 'ir.attachment',
- 'fusion_loaner_checkout_photo_rel',
- 'checkout_id',
- 'attachment_id',
- string='Checkout Photos',
- )
-
- # =========================================================================
- # RETURN CONDITION
- # =========================================================================
-
- return_condition = fields.Selection([
- ('excellent', 'Excellent'),
- ('good', 'Good'),
- ('fair', 'Fair'),
- ('needs_repair', 'Needs Repair'),
- ('damaged', 'Damaged'),
- ], string='Return Condition')
- return_notes = fields.Text(
- string='Return Notes',
- )
- return_photo_ids = fields.Many2many(
- 'ir.attachment',
- 'fusion_loaner_return_photo_rel',
- 'checkout_id',
- 'attachment_id',
- string='Return Photos',
- )
-
- # =========================================================================
- # REMINDER TRACKING
- # =========================================================================
-
- reminder_day5_sent = fields.Boolean(
- string='Day 5 Reminder Sent',
- default=False,
- )
- reminder_day8_sent = fields.Boolean(
- string='Day 8 Warning Sent',
- default=False,
- )
- reminder_day10_sent = fields.Boolean(
- string='Day 10 Final Notice Sent',
- default=False,
- )
-
- # =========================================================================
- # RENTAL CONVERSION
- # =========================================================================
-
- rental_order_id = fields.Many2one(
- 'sale.order',
- string='Rental Order',
- help='Sale order created when loaner converted to rental',
- )
- rental_conversion_date = fields.Date(
- string='Rental Conversion Date',
- )
-
- # =========================================================================
- # STOCK MOVES
- # =========================================================================
-
- checkout_move_id = fields.Many2one(
- 'stock.move',
- string='Checkout Stock Move',
- )
- return_move_id = fields.Many2one(
- 'stock.move',
- string='Return Stock Move',
- )
-
- # =========================================================================
- # HISTORY
- # =========================================================================
-
- history_ids = fields.One2many(
- 'fusion.loaner.history',
- 'checkout_id',
- string='History',
- )
- history_count = fields.Integer(
- compute='_compute_history_count',
- string='History Count',
- )
-
- # =========================================================================
- # COMPUTED FIELDS
- # =========================================================================
-
- @api.depends('checkout_date', 'loaner_period_days')
- def _compute_expected_return_date(self):
- for record in self:
- if record.checkout_date and record.loaner_period_days:
- record.expected_return_date = record.checkout_date + timedelta(days=record.loaner_period_days)
- else:
- record.expected_return_date = False
-
- @api.depends('checkout_date', 'actual_return_date')
- def _compute_days_out(self):
- today = fields.Date.today()
- for record in self:
- if record.checkout_date:
- end_date = record.actual_return_date or today
- record.days_out = (end_date - record.checkout_date).days
- else:
- record.days_out = 0
-
- @api.depends('expected_return_date', 'actual_return_date', 'state')
- def _compute_days_overdue(self):
- today = fields.Date.today()
- for record in self:
- if record.state in ('returned', 'converted_rental', 'lost'):
- record.days_overdue = 0
- elif record.expected_return_date:
- end_date = record.actual_return_date or today
- overdue = (end_date - record.expected_return_date).days
- record.days_overdue = max(0, overdue)
- else:
- record.days_overdue = 0
-
- def _compute_history_count(self):
- for record in self:
- record.history_count = len(record.history_ids)
-
- # =========================================================================
- # ONCHANGE
- # =========================================================================
-
- @api.onchange('product_id')
- def _onchange_product_id(self):
- if self.product_id:
- self.loaner_period_days = self.product_id.x_fc_loaner_period_days or 7
- self.lot_id = False
-
- @api.onchange('sale_order_id')
- def _onchange_sale_order_id(self):
- if self.sale_order_id:
- self.partner_id = self.sale_order_id.partner_id
- self.authorizer_id = self.sale_order_id.x_fc_authorizer_id
- self.sales_rep_id = self.sale_order_id.user_id
- self.delivery_address = self.sale_order_id.partner_shipping_id.contact_address if self.sale_order_id.partner_shipping_id else ''
-
- # =========================================================================
- # CRUD
- # =========================================================================
-
- @api.model_create_multi
- def create(self, vals_list):
- for vals in vals_list:
- if vals.get('name', _('New')) == _('New'):
- vals['name'] = self.env['ir.sequence'].next_by_code('fusion.loaner.checkout') or _('New')
- records = super().create(vals_list)
- for record in records:
- record._log_history('create', 'Loaner checkout created')
- return records
-
- # =========================================================================
- # ACTIONS
- # =========================================================================
-
- def action_checkout(self):
- """Confirm the loaner checkout."""
- self.ensure_one()
- if self.state != 'draft':
- raise UserError(_("Can only checkout from draft state."))
-
- if not self.product_id:
- raise UserError(_("Please select a product."))
-
- self.write({'state': 'checked_out'})
- self._log_history('checkout', f'Loaner checked out to {self.partner_id.name}')
- # Stock move is non-blocking -- use savepoint so failure doesn't roll back checkout
- try:
- with self.env.cr.savepoint():
- self._create_checkout_stock_move()
- except Exception as e:
- _logger.warning(f"Stock move failed for checkout {self.name} (non-blocking): {e}")
- self._send_checkout_email()
-
- # Post to chatter
- self.message_post(
- body=Markup(
- '' - f'Attached: {description}
' - f''
- f'Loaner Checked Out
' - f'Product: {self.product_id.name}
' - f'Serial: {self.lot_id.name if self.lot_id else "N/A"}
' - f'Expected Return: {self.expected_return_date}' - '
'
- ),
- message_type='notification',
- subtype_xmlid='mail.mt_note',
- )
-
- return True
-
- def action_return(self):
- """Open return wizard."""
- self.ensure_one()
- return {
- 'name': _('Return Loaner'),
- 'type': 'ir.actions.act_window',
- 'res_model': 'fusion.loaner.return.wizard',
- 'view_mode': 'form',
- 'target': 'new',
- 'context': {
- 'default_checkout_id': self.id,
- },
- }
-
- def action_process_return(self, return_condition, return_notes=None, return_photos=None, return_location_id=None):
- """Process the loaner return."""
- self.ensure_one()
- if self.state not in ('checked_out', 'overdue', 'rental_pending'):
- raise UserError(_("Cannot return a loaner that is not checked out."))
-
- vals = {
- 'state': 'returned',
- 'actual_return_date': fields.Date.today(),
- 'return_condition': return_condition,
- 'return_notes': return_notes,
- 'returned_to_id': self.env.user.id,
- }
- if return_location_id:
- vals['return_location_id'] = return_location_id
- if return_photos:
- vals['return_photo_ids'] = [(6, 0, return_photos)]
-
- self.write(vals)
- self._log_history('return', f'Loaner returned in {return_condition} condition')
- try:
- with self.env.cr.savepoint():
- self._create_return_stock_move()
- except Exception as e:
- _logger.warning(f"Stock move failed for return {self.name} (non-blocking): {e}")
- self._send_return_email()
-
- # Post to chatter
- self.message_post(
- body=Markup(
- '' - f'Product: {self.product_id.name}
' - f'Serial: {self.lot_id.name if self.lot_id else "N/A"}
' - f'Expected Return: {self.expected_return_date}' - '
'
- f'Loaner Returned
' - f'Condition: {return_condition}
' - f'Days Out: {self.days_out}' - '
'
- ),
- message_type='notification',
- subtype_xmlid='mail.mt_note',
- )
-
- return True
-
- def action_mark_lost(self):
- """Mark loaner as lost."""
- self.ensure_one()
- self.write({'state': 'lost'})
- self._log_history('lost', 'Loaner marked as lost/write-off')
-
- self.message_post(
- body=Markup(
- '' - f'Condition: {return_condition}
' - f'Days Out: {self.days_out}' - '
'
- 'Loaner Marked as Lost
' - f'Product: {self.product_id.name}
' - f'Serial: {self.lot_id.name if self.lot_id else "N/A"}' - '
'
- ),
- message_type='notification',
- subtype_xmlid='mail.mt_note',
- )
-
- def action_convert_to_rental(self):
- """Flag for rental conversion."""
- self.ensure_one()
- self.write({
- 'state': 'rental_pending',
- 'rental_conversion_date': fields.Date.today(),
- })
- self._log_history('rental_pending', 'Loaner flagged for rental conversion')
- self._send_rental_conversion_email()
-
- def action_view_history(self):
- """View loaner history."""
- self.ensure_one()
- return {
- 'name': _('Loaner History'),
- 'type': 'ir.actions.act_window',
- 'res_model': 'fusion.loaner.history',
- 'view_mode': 'tree,form',
- 'domain': [('checkout_id', '=', self.id)],
- 'context': {'default_checkout_id': self.id},
- }
-
- # =========================================================================
- # STOCK MOVES
- # =========================================================================
-
- def _get_loaner_location(self):
- """Get the loaner stock location."""
- location = self.env.ref('fusion_claims.stock_location_loaner', raise_if_not_found=False)
- if not location:
- # Fallback to main stock
- location = self.env.ref('stock.stock_location_stock')
- return location
-
- def _get_customer_location(self):
- """Get customer location for stock moves."""
- return self.env.ref('stock.stock_location_customers')
-
- def _create_checkout_stock_move(self):
- """Create stock move for checkout. Non-blocking -- checkout proceeds even if move fails."""
- if not self.lot_id:
- return # No serial tracking
-
- try:
- source_location = self._get_loaner_location()
- dest_location = self._get_customer_location()
-
- move_vals = {
- 'name': f'Loaner Checkout: {self.name}',
- 'product_id': self.product_id.id,
- 'product_uom_qty': 1,
- 'product_uom': self.product_id.uom_id.id,
- 'location_id': source_location.id,
- 'location_dest_id': dest_location.id,
- 'origin': self.name,
- 'company_id': self.company_id.id,
- 'procure_method': 'make_to_stock',
- }
- move = self.env['stock.move'].sudo().create(move_vals)
- move._action_confirm()
- move._action_assign()
-
- # Set the lot on move line
- if move.move_line_ids:
- move.move_line_ids.write({'lot_id': self.lot_id.id})
-
- move._action_done()
- self.checkout_move_id = move.id
- except Exception as e:
- _logger.warning(f"Could not create checkout stock move (non-blocking): {e}")
-
- def _create_return_stock_move(self):
- """Create stock move for return. Uses return_location_id if set, otherwise Loaner Stock."""
- if not self.lot_id:
- return
-
- try:
- source_location = self._get_customer_location()
- dest_location = self.return_location_id or self._get_loaner_location()
-
- move_vals = {
- 'name': f'Loaner Return: {self.name}',
- 'product_id': self.product_id.id,
- 'product_uom_qty': 1,
- 'product_uom': self.product_id.uom_id.id,
- 'location_id': source_location.id,
- 'location_dest_id': dest_location.id,
- 'origin': self.name,
- 'company_id': self.company_id.id,
- 'procure_method': 'make_to_stock',
- }
- move = self.env['stock.move'].sudo().create(move_vals)
- move._action_confirm()
- move._action_assign()
-
- if move.move_line_ids:
- move.move_line_ids.write({'lot_id': self.lot_id.id})
-
- move._action_done()
- self.return_move_id = move.id
- except Exception as e:
- _logger.warning(f"Could not create return stock move: {e}")
-
- # =========================================================================
- # HISTORY LOGGING
- # =========================================================================
-
- def _log_history(self, action, notes=None):
- """Log action to history."""
- self.ensure_one()
- self.env['fusion.loaner.history'].create({
- 'checkout_id': self.id,
- 'lot_id': self.lot_id.id if self.lot_id else False,
- 'action': action,
- 'notes': notes,
- })
-
- # =========================================================================
- # EMAIL METHODS
- # =========================================================================
-
- def _get_email_recipients(self):
- """Get all email recipients for loaner notifications."""
- recipients = {
- 'client_email': self.partner_id.email if self.partner_id else None,
- 'authorizer_email': self.authorizer_id.email if self.authorizer_id else None,
- 'sales_rep_email': self.sales_rep_id.email if self.sales_rep_id else None,
- 'office_emails': [],
- }
-
- # Get office emails from company
- company = self.company_id or self.env.company
- office_partners = company.sudo().x_fc_office_notification_ids
- recipients['office_emails'] = [p.email for p in office_partners if p.email]
-
- return recipients
-
- def _send_checkout_email(self):
- """Send checkout confirmation email to all parties."""
- self.ensure_one()
- recipients = self._get_email_recipients()
- to_emails = [e for e in [recipients['client_email'], recipients['authorizer_email']] if e]
- cc_emails = [e for e in [recipients['sales_rep_email']] if e] + recipients['office_emails']
- if not to_emails:
- return False
-
- client_name = self.partner_id.name or 'Client'
- product_name = self.product_id.name or 'Product'
- expected_return = self.expected_return_date.strftime('%B %d, %Y') if self.expected_return_date else 'N/A'
-
- body_html = self._email_build(
- title='Loaner Equipment Checkout',
- summary=f'Loaner equipment has been checked out for {client_name}.',
- email_type='info',
- sections=[('Loaner Details', [
- ('Reference', self.name),
- ('Product', product_name),
- ('Serial Number', self.lot_id.name if self.lot_id else None),
- ('Checkout Date', self.checkout_date.strftime('%B %d, %Y') if self.checkout_date else None),
- ('Expected Return', expected_return),
- ('Loaner Period', f'{self.loaner_period_days} days'),
- ])],
- note='Important: Please return the loaner equipment by the expected return date. '
- 'If not returned on time, rental charges may apply.',
- note_color='#d69e2e',
- )
- try:
- self.env['mail.mail'].sudo().create({
- 'subject': f'Loaner Checkout - {product_name} - {self.name}',
- 'body_html': body_html,
- 'email_to': ', '.join(to_emails),
- 'email_cc': ', '.join(cc_emails) if cc_emails else '',
- 'model': 'fusion.loaner.checkout', 'res_id': self.id,
- }).send()
- return True
- except Exception as e:
- _logger.error(f"Failed to send checkout email for {self.name}: {e}")
- return False
-
- def _send_return_email(self):
- """Send return confirmation email."""
- self.ensure_one()
- recipients = self._get_email_recipients()
- to_emails = [e for e in [recipients['client_email']] if e]
- cc_emails = [e for e in [recipients['sales_rep_email']] if e]
- if not to_emails:
- return False
-
- client_name = self.partner_id.name or 'Client'
- product_name = self.product_id.name or 'Product'
-
- body_html = self._email_build(
- title='Loaner Equipment Returned',
- summary=f'Thank you for returning the loaner equipment, {client_name}.',
- email_type='success',
- sections=[('Return Details', [
- ('Reference', self.name),
- ('Product', product_name),
- ('Return Date', self.actual_return_date.strftime('%B %d, %Y') if self.actual_return_date else None),
- ('Condition', self.return_condition or None),
- ('Days Out', str(self.days_out)),
- ])],
- )
- try:
- self.env['mail.mail'].sudo().create({
- 'subject': f'Loaner Returned - {product_name} - {self.name}',
- 'body_html': body_html,
- 'email_to': ', '.join(to_emails),
- 'email_cc': ', '.join(cc_emails) if cc_emails else '',
- 'model': 'fusion.loaner.checkout', 'res_id': self.id,
- }).send()
- return True
- except Exception as e:
- _logger.error(f"Failed to send return email for {self.name}: {e}")
- return False
-
- def _send_rental_conversion_email(self):
- """Send rental conversion notification."""
- self.ensure_one()
- recipients = self._get_email_recipients()
- to_emails = [e for e in [recipients['client_email'], recipients['authorizer_email']] if e]
- cc_emails = [e for e in [recipients['sales_rep_email']] if e] + recipients['office_emails']
- if not to_emails and not cc_emails:
- return False
-
- client_name = self.partner_id.name or 'Client'
- product_name = self.product_id.name or 'Product'
- weekly_rate = self.product_id.x_fc_rental_price_weekly or 0
- monthly_rate = self.product_id.x_fc_rental_price_monthly or 0
-
- body_html = self._email_build(
- title='Loaner Rental Conversion Notice',
- summary=f'The loaner equipment for {client_name} has exceeded the free loaner period.',
- email_type='urgent',
- sections=[('Equipment Details', [
- ('Reference', self.name),
- ('Product', product_name),
- ('Days Out', str(self.days_out)),
- ('Days Overdue', str(self.days_overdue)),
- ('Weekly Rental Rate', f'${weekly_rate:.2f}'),
- ('Monthly Rental Rate', f'${monthly_rate:.2f}'),
- ])],
- note='Action required: Please return the equipment or contact us to arrange '
- 'a rental agreement. Rental charges will apply until the equipment is returned.',
- note_color='#c53030',
- )
- email_to = ', '.join(to_emails) if to_emails else ', '.join(cc_emails[:1])
- email_cc = ', '.join(cc_emails) if to_emails else ', '.join(cc_emails[1:])
- try:
- self.env['mail.mail'].sudo().create({
- 'subject': f'Loaner Rental Conversion - {product_name} - {self.name}',
- 'body_html': body_html,
- 'email_to': email_to, 'email_cc': email_cc,
- 'model': 'fusion.loaner.checkout', 'res_id': self.id,
- }).send()
- return True
- except Exception as e:
- _logger.error(f"Failed to send rental conversion email for {self.name}: {e}")
- return False
-
- def _send_reminder_email(self, reminder_type):
- """Send reminder email based on type (day5, day8, day10)."""
- self.ensure_one()
- recipients = self._get_email_recipients()
- client_name = self.partner_id.name or 'Client'
- product_name = self.product_id.name or 'Product'
- expected_return = self.expected_return_date.strftime('%B %d, %Y') if self.expected_return_date else 'N/A'
-
- if reminder_type == 'day5':
- to_emails = [e for e in [recipients['sales_rep_email']] if e] + recipients['office_emails']
- cc_emails = []
- subject = f'Loaner Reminder: {product_name} - Day 5'
- email_type = 'attention'
- message = (f'The loaner equipment for {client_name} has been out for 5 days. '
- f'Please follow up to arrange return.')
- elif reminder_type == 'day8':
- to_emails = [e for e in [recipients['client_email']] if e]
- cc_emails = [e for e in [recipients['sales_rep_email']] if e] + recipients['office_emails']
- subject = f'Loaner Return Reminder - {product_name}'
- email_type = 'attention'
- message = (f'Your loaner equipment has been out for 8 days. '
- f'Please return it soon or it may be converted to a rental.')
- else:
- to_emails = [e for e in [recipients['client_email'], recipients['authorizer_email']] if e]
- cc_emails = [e for e in [recipients['sales_rep_email']] if e] + recipients['office_emails']
- subject = f'Loaner Return Required - {product_name}'
- email_type = 'urgent'
- message = (f'Your loaner equipment has been out for {self.days_out} days. '
- f'If not returned, rental charges will apply.')
-
- if not to_emails:
- return False
-
- body_html = self._email_build(
- title='Loaner Equipment Reminder',
- summary=message,
- email_type=email_type,
- sections=[('Loaner Details', [
- ('Reference', self.name),
- ('Client', client_name),
- ('Product', product_name),
- ('Days Out', str(self.days_out)),
- ('Expected Return', expected_return),
- ])],
- )
- try:
- self.env['mail.mail'].sudo().create({
- 'subject': subject,
- 'body_html': body_html,
- 'email_to': ', '.join(to_emails),
- 'email_cc': ', '.join(cc_emails) if cc_emails else '',
- 'model': 'fusion.loaner.checkout', 'res_id': self.id,
- }).send()
- return True
- except Exception as e:
- _logger.error(f"Failed to send {reminder_type} reminder for {self.name}: {e}")
- return False
-
- # =========================================================================
- # CRON METHODS
- # =========================================================================
-
- @api.model
- def _cron_check_overdue_loaners(self):
- """Daily cron to check for overdue loaners and send reminders."""
- today = fields.Date.today()
-
- # Find all active loaners
- active_loaners = self.search([
- ('state', 'in', ['checked_out', 'overdue', 'rental_pending']),
- ])
-
- for loaner in active_loaners:
- days_out = loaner.days_out
-
- # Update overdue status
- if loaner.state == 'checked_out' and loaner.expected_return_date and today > loaner.expected_return_date:
- loaner.write({'state': 'overdue'})
- loaner._log_history('overdue', f'Loaner is now overdue by {loaner.days_overdue} days')
-
- # Day 5 reminder
- if days_out >= 5 and not loaner.reminder_day5_sent:
- loaner._send_reminder_email('day5')
- loaner.reminder_day5_sent = True
- loaner._log_history('reminder_sent', 'Day 5 reminder sent')
-
- # Day 8 warning
- if days_out >= 8 and not loaner.reminder_day8_sent:
- loaner._send_reminder_email('day8')
- loaner.reminder_day8_sent = True
- loaner._log_history('reminder_sent', 'Day 8 rental warning sent')
-
- # Day 10 final notice
- if days_out >= 10 and not loaner.reminder_day10_sent:
- loaner._send_reminder_email('day10')
- loaner.reminder_day10_sent = True
- loaner._log_history('reminder_sent', 'Day 10 final notice sent')
-
- # Flag for rental conversion
- if loaner.state != 'rental_pending':
- loaner.action_convert_to_rental()
diff --git a/fusion_claims/fusion_claims/models/fusion_loaner_history.py b/fusion_claims/fusion_claims/models/fusion_loaner_history.py
deleted file mode 100644
index b451a59..0000000
--- a/fusion_claims/fusion_claims/models/fusion_loaner_history.py
+++ /dev/null
@@ -1,105 +0,0 @@
-# -*- coding: utf-8 -*-
-# Copyright 2024-2026 Nexa Systems Inc.
-# License OPL-1 (Odoo Proprietary License v1.0)
-
-from odoo import models, fields, api, _
-import logging
-
-_logger = logging.getLogger(__name__)
-
-
-class FusionLoanerHistory(models.Model):
- """Audit trail for loaner equipment actions."""
- _name = 'fusion.loaner.history'
- _description = 'Loaner History Log'
- _order = 'action_date desc, id desc'
-
- # =========================================================================
- # REFERENCE FIELDS
- # =========================================================================
-
- checkout_id = fields.Many2one(
- 'fusion.loaner.checkout',
- string='Checkout Record',
- ondelete='cascade',
- required=True,
- )
- lot_id = fields.Many2one(
- 'stock.lot',
- string='Serial Number',
- help='The serial number this action relates to',
- )
- product_id = fields.Many2one(
- 'product.product',
- string='Product',
- related='checkout_id.product_id',
- store=True,
- )
- partner_id = fields.Many2one(
- 'res.partner',
- string='Client',
- related='checkout_id.partner_id',
- store=True,
- )
-
- # =========================================================================
- # ACTION DETAILS
- # =========================================================================
-
- action = fields.Selection([
- ('create', 'Created'),
- ('checkout', 'Checked Out'),
- ('return', 'Returned'),
- ('condition_update', 'Condition Updated'),
- ('reminder_sent', 'Reminder Sent'),
- ('overdue', 'Marked Overdue'),
- ('rental_pending', 'Rental Conversion Pending'),
- ('rental_converted', 'Converted to Rental'),
- ('lost', 'Marked as Lost'),
- ('note', 'Note Added'),
- ], string='Action', required=True)
-
- action_date = fields.Datetime(
- string='Date/Time',
- default=fields.Datetime.now,
- required=True,
- )
- user_id = fields.Many2one(
- 'res.users',
- string='User',
- default=lambda self: self.env.user,
- required=True,
- )
- notes = fields.Text(
- string='Notes',
- )
-
- # =========================================================================
- # DISPLAY
- # =========================================================================
-
- def _get_action_label(self):
- """Get human-readable action label."""
- action_labels = dict(self._fields['action'].selection)
- return action_labels.get(self.action, self.action)
-
- def name_get(self):
- result = []
- for record in self:
- name = f"{record.checkout_id.name} - {record._get_action_label()}"
- result.append((record.id, name))
- return result
-
- # =========================================================================
- # SEARCH BY SERIAL
- # =========================================================================
-
- @api.model
- def get_history_by_serial(self, lot_id):
- """Get all history for a specific serial number."""
- return self.search([('lot_id', '=', lot_id)], order='action_date desc')
-
- @api.model
- def get_history_by_product(self, product_id):
- """Get all history for a specific product."""
- return self.search([('product_id', '=', product_id)], order='action_date desc')
diff --git a/fusion_claims/fusion_claims/models/product_product.py b/fusion_claims/fusion_claims/models/product_product.py
deleted file mode 100644
index 52b752b..0000000
--- a/fusion_claims/fusion_claims/models/product_product.py
+++ /dev/null
@@ -1,185 +0,0 @@
-# -*- coding: utf-8 -*-
-# Copyright 2024-2025 Nexa Systems Inc.
-# License OPL-1 (Odoo Proprietary License v1.0)
-# Part of the Fusion Claim Assistant product family.
-
-from odoo import models
-
-
-class ProductProduct(models.Model):
- _inherit = 'product.product'
-
- def get_adp_device_code(self):
- """
- Get ADP device code from the field mapped in fusion settings.
-
- The field name is configured in Settings → Sales → Fusion Central →
- Field Mappings → Product ADP Code Field.
-
- Checks the mapped field on the product variant first, then on template.
- Returns the value from the mapped field, or empty string if not found.
- """
- self.ensure_one()
-
- # Get the mapped field name from fusion settings
- ICP = self.env['ir.config_parameter'].sudo()
- field_name = ICP.get_param('fusion_claims.field_product_code', 'x_fc_adp_device_code')
-
- if not field_name:
- return ''
-
- # Check if the mapped field exists on the product variant (product.product)
- if field_name in self._fields:
- value = getattr(self, field_name, '') or ''
- if value:
- return value
-
- # Check if the mapped field exists on the product template
- if self.product_tmpl_id and field_name in self.product_tmpl_id._fields:
- value = getattr(self.product_tmpl_id, field_name, '') or ''
- if value:
- return value
-
- return ''
-
- def get_adp_price(self):
- """
- Get ADP price from the field mapped in fusion settings.
-
- The field name is configured in Settings → Sales → Fusion Central →
- Field Mappings → Product ADP Price Field.
-
- Checks the mapped field on the product variant first, then on template.
- Returns the value from the mapped field, or 0.0 if not found.
- """
- self.ensure_one()
-
- # Get the mapped field name from fusion settings
- ICP = self.env['ir.config_parameter'].sudo()
- field_name = ICP.get_param('fusion_claims.field_product_adp_price', 'x_fc_adp_price')
-
- if not field_name:
- return 0.0
-
- # Check if the mapped field exists on the product variant (product.product)
- if field_name in self._fields:
- value = getattr(self, field_name, 0.0) or 0.0
- if value:
- return value
-
- # Check if the mapped field exists on the product template
- if self.product_tmpl_id and field_name in self.product_tmpl_id._fields:
- value = getattr(self.product_tmpl_id, field_name, 0.0) or 0.0
- if value:
- return value
-
- return 0.0
-
- def is_non_adp_funded(self):
- """
- Check if this product has a NON-ADP, NON-FUNDED, or UNFUNDED device code.
-
- Products with these device codes are not covered by ADP and should have:
- - ADP portion = 0
- - Client portion = full amount
- - NOT included in ADP invoices (only in client invoices)
-
- Returns True if the product is NOT funded by ADP.
- """
- self.ensure_one()
-
- # Get the ADP device code
- adp_code = self.get_adp_device_code()
- if not adp_code:
- return False
-
- # Check for non-funded codes (case-insensitive)
- # These product codes indicate items NOT covered by ADP funding:
- # - NON-ADP, NON-FUNDED, UNFUNDED: Explicitly not ADP funded
- # - ACS: Accessibility items (client pays 100%)
- # - ODS: ODSP items (client pays 100%)
- # - OWP: Ontario Works items (client pays 100%)
- non_funded_codes = [
- 'NON-ADP', 'NON ADP', 'NONADP',
- 'NON-FUNDED', 'NON FUNDED', 'NONFUNDED',
- 'UNFUNDED', 'NOT-FUNDED', 'NOT FUNDED', 'NOTFUNDED',
- 'ACS', 'ODS', 'OWP'
- ]
- adp_code_upper = adp_code.upper().strip()
-
- for non_funded in non_funded_codes:
- if adp_code_upper == non_funded or adp_code_upper.startswith(non_funded):
- return True
-
- return False
-
- def action_sync_adp_price_from_database(self):
- """
- Update product's ADP price from the device codes database.
-
- Looks up the product's ADP device code in the fusion.adp.device.code table
- and updates the product's x_fc_adp_price field with the database value.
-
- Returns a notification with the result.
- """
- ADPDevice = self.env['fusion.adp.device.code'].sudo()
- updated = []
- not_found = []
- no_code = []
-
- for product in self:
- device_code = product.get_adp_device_code()
- if not device_code:
- no_code.append(product.name)
- continue
-
- adp_device = ADPDevice.search([
- ('device_code', '=', device_code),
- ('active', '=', True)
- ], limit=1)
-
- if adp_device and adp_device.adp_price:
- # Update product template
- product_tmpl = product.product_tmpl_id
- old_price = 0
-
- if hasattr(product_tmpl, 'x_fc_adp_price'):
- old_price = getattr(product_tmpl, 'x_fc_adp_price', 0) or 0
- product_tmpl.sudo().write({'x_fc_adp_price': adp_device.adp_price})
- updated.append({
- 'name': product.name,
- 'code': device_code,
- 'old_price': old_price,
- 'new_price': adp_device.adp_price,
- })
- else:
- not_found.append(f"{product.name} ({device_code})")
-
- # Build result message
- message_parts = []
- if updated:
- msg = f"Updated {len(updated)} product(s):' - f'Product: {self.product_id.name}
' - f'Serial: {self.lot_id.name if self.lot_id else "N/A"}' - '
- "
- for u in updated:
- msg += f"
'.join(message_parts), - 'type': 'success' if updated else 'warning', - 'sticky': True, - } - } diff --git a/fusion_claims/fusion_claims/models/product_template.py b/fusion_claims/fusion_claims/models/product_template.py deleted file mode 100644 index 770eb5e..0000000 --- a/fusion_claims/fusion_claims/models/product_template.py +++ /dev/null @@ -1,109 +0,0 @@ -# -*- coding: utf-8 -*- -# Copyright 2024-2025 Nexa Systems Inc. -# License OPL-1 (Odoo Proprietary License v1.0) -# Part of the Fusion Claim Assistant product family. - -from odoo import api, fields, models - - -class ProductTemplate(models.Model): - _inherit = 'product.template' - - # ========================================================================== - # ADP PRODUCT FIELDS - # These are the module's own fields - independent of Odoo Studio - # ========================================================================== - - x_fc_adp_device_code = fields.Char( - string='ADP Device Code', - help='Device code used for ADP claims export', - copy=True, - tracking=True, - ) - - x_fc_adp_price = fields.Float( - string='ADP Price', - digits='Product Price', - help='ADP retail price for this product. Used in ADP reports and claims.', - copy=True, - tracking=True, - ) - - x_fc_is_adp_product = fields.Boolean( - string='Is ADP Product', - compute='_compute_is_adp_product', - store=True, - help='Indicates if this product has ADP pricing set up', - ) - - # ========================================================================== - # LOANER PRODUCT FIELDS - # ========================================================================== - - x_fc_can_be_loaned = fields.Boolean( - string='Can be Loaned', - default=False, - help='If checked, this product can be loaned out to clients', - ) - x_fc_loaner_period_days = fields.Integer( - string='Loaner Period (Days)', - default=7, - help='Default number of free loaner days before rental conversion', - ) - x_fc_rental_price_weekly = fields.Float( - string='Weekly Rental Price', - digits='Product Price', - help='Rental price per week if loaner converts to rental', - ) - x_fc_rental_price_monthly = fields.Float( - string='Monthly Rental Price', - digits='Product Price', - help='Rental price per month if loaner converts to rental', - ) - - # ========================================================================== - # COMPUTED FIELDS - # ========================================================================== - - @api.depends('x_fc_adp_device_code', 'x_fc_adp_price') - def _compute_is_adp_product(self): - """Determine if this is an ADP product based on having device code or price.""" - for product in self: - product.x_fc_is_adp_product = bool( - product.x_fc_adp_device_code or product.x_fc_adp_price - ) - - # ========================================================================== - # HELPER METHODS - # ========================================================================== - - def get_adp_price(self): - """ - Get ADP price with fallback to Studio field. - - Checks in order: - 1. x_fc_adp_price (module field) - 2. list_price (default product price) - """ - self.ensure_one() - - if self.x_fc_adp_price: - return self.x_fc_adp_price - - return self.list_price or 0.0 - - def get_adp_device_code(self): - """ - Get ADP device code. - - Checks in order: - 1. x_fc_adp_device_code (module field) - 2. default_code (internal reference) - """ - self.ensure_one() - - if self.x_fc_adp_device_code: - return self.x_fc_adp_device_code - - return self.default_code or '' - diff --git a/fusion_claims/fusion_claims/models/push_subscription.py b/fusion_claims/fusion_claims/models/push_subscription.py deleted file mode 100644 index 19f9033..0000000 --- a/fusion_claims/fusion_claims/models/push_subscription.py +++ /dev/null @@ -1,73 +0,0 @@ -# -*- coding: utf-8 -*- -# Copyright 2024-2026 Nexa Systems Inc. -# License OPL-1 (Odoo Proprietary License v1.0) - -""" -Web Push Subscription model for storing browser push notification subscriptions. -""" - -from odoo import models, fields, api -import logging - -_logger = logging.getLogger(__name__) - - -class FusionPushSubscription(models.Model): - _name = 'fusion.push.subscription' - _description = 'Web Push Subscription' - _order = 'create_date desc' - - user_id = fields.Many2one( - 'res.users', - string='User', - required=True, - ondelete='cascade', - index=True, - ) - endpoint = fields.Text( - string='Endpoint URL', - required=True, - ) - p256dh_key = fields.Text( - string='P256DH Key', - required=True, - ) - auth_key = fields.Text( - string='Auth Key', - required=True, - ) - browser_info = fields.Char( - string='Browser Info', - help='User agent or browser identification', - ) - active = fields.Boolean( - default=True, - ) - - _constraints = [ - models.Constraint( - 'unique(endpoint)', - 'This push subscription endpoint already exists.', - ), - ] - - @api.model - def register_subscription(self, user_id, endpoint, p256dh_key, auth_key, browser_info=None): - """Register or update a push subscription.""" - existing = self.sudo().search([('endpoint', '=', endpoint)], limit=1) - if existing: - existing.write({ - 'user_id': user_id, - 'p256dh_key': p256dh_key, - 'auth_key': auth_key, - 'browser_info': browser_info or existing.browser_info, - 'active': True, - }) - return existing - return self.sudo().create({ - 'user_id': user_id, - 'endpoint': endpoint, - 'p256dh_key': p256dh_key, - 'auth_key': auth_key, - 'browser_info': browser_info, - }) diff --git a/fusion_claims/fusion_claims/models/res_company.py b/fusion_claims/fusion_claims/models/res_company.py deleted file mode 100644 index 039be29..0000000 --- a/fusion_claims/fusion_claims/models/res_company.py +++ /dev/null @@ -1,69 +0,0 @@ -# -*- coding: utf-8 -*- -# Copyright 2024-2025 Nexa Systems Inc. -# License OPL-1 (Odoo Proprietary License v1.0) -# Part of the Fusion Claim Assistant product family. - -from odoo import models, fields - - -class ResCompany(models.Model): - _inherit = 'res.company' - - # Store/Location Information - x_fc_store_address_1 = fields.Char( - string='Store Address Line 1', - help='First store/location address for reports (e.g., "Main Store - 123 Street, City, Province, Postal")', - ) - x_fc_store_address_2 = fields.Char( - string='Store Address Line 2', - help='Second store/location address for reports (optional)', - ) - x_fc_company_tagline = fields.Char( - string='Company Tagline', - help='Company tagline/slogan for reports (e.g., "Enhancing Accessibility, Improving Lives.")', - ) - - # Payment Information - x_fc_etransfer_email = fields.Char( - string='E-Transfer Email', - help='Email address for Interac e-Transfers', - ) - x_fc_cheque_payable_to = fields.Char( - string='Cheque Payable To', - help='Name for cheque payments (defaults to company name if empty)', - ) - x_fc_payment_terms_html = fields.Html( - string='Payment Terms', - help='Payment terms and conditions displayed on reports (supports HTML formatting)', - sanitize=True, - sanitize_overridable=True, - ) - - # Refund Policy - x_fc_include_refund_page = fields.Boolean( - string='Include Refund Policy Page', - default=True, - help='Include a separate refund policy page at the end of reports', - ) - x_fc_refund_policy_html = fields.Html( - string='Refund Policy', - help='Full refund policy displayed on a separate page (supports HTML formatting)', - sanitize=True, - sanitize_overridable=True, - ) - - # Office Notification Recipients - x_fc_office_notification_ids = fields.Many2many( - 'res.partner', - 'fc_company_office_notification_partners_rel', - 'company_id', - 'partner_id', - string='Office Notification Recipients', - help='Contacts who will receive a copy (CC) of all automated ADP notifications', - ) - - def _get_cheque_payable_name(self): - """Get the name for cheque payments, defaulting to company name.""" - self.ensure_one() - return self.x_fc_cheque_payable_to or self.name - diff --git a/fusion_claims/fusion_claims/models/res_config_settings.py b/fusion_claims/fusion_claims/models/res_config_settings.py deleted file mode 100644 index a8a09ab..0000000 --- a/fusion_claims/fusion_claims/models/res_config_settings.py +++ /dev/null @@ -1,602 +0,0 @@ -# -*- coding: utf-8 -*- -# Copyright 2024-2025 Nexa Systems Inc. -# License OPL-1 (Odoo Proprietary License v1.0) -# Part of the Fusion Claim Assistant product family. - -import logging - -from odoo import models, fields, api - -_logger = logging.getLogger(__name__) - - -class ResConfigSettings(models.TransientModel): - _inherit = 'res.config.settings' - - # ========================================================================= - # COMPANY SETTINGS (Related to res.company) - # ========================================================================= - - fc_store_address_1 = fields.Char( - related='company_id.x_fc_store_address_1', - readonly=False, - string='Store Address Line 1', - ) - fc_store_address_2 = fields.Char( - related='company_id.x_fc_store_address_2', - readonly=False, - string='Store Address Line 2', - ) - fc_company_tagline = fields.Char( - related='company_id.x_fc_company_tagline', - readonly=False, - string='Company Tagline', - ) - fc_etransfer_email = fields.Char( - related='company_id.x_fc_etransfer_email', - readonly=False, - string='E-Transfer Email', - ) - fc_cheque_payable_to = fields.Char( - related='company_id.x_fc_cheque_payable_to', - readonly=False, - string='Cheque Payable To', - ) - fc_payment_terms_html = fields.Html( - related='company_id.x_fc_payment_terms_html', - readonly=False, - string='Payment Terms', - ) - fc_include_refund_page = fields.Boolean( - related='company_id.x_fc_include_refund_page', - readonly=False, - string='Include Refund Policy Page', - ) - fc_refund_policy_html = fields.Html( - related='company_id.x_fc_refund_policy_html', - readonly=False, - string='Refund Policy', - ) - - # ========================================================================= - # ADP BILLING SETTINGS - # ========================================================================= - - fc_vendor_code = fields.Char( - string='ADP Vendor Code', - config_parameter='fusion_claims.vendor_code', - help='Your ADP vendor/location code for claim submissions', - ) - - # ========================================================================= - # FIELD MAPPINGS - # ========================================================================= - - fc_field_sale_type = fields.Char( - string='Sale Type Field', - config_parameter='fusion_claims.field_sale_type', - help='Field name for sale type on sale.order', - ) - fc_field_so_client_type = fields.Char( - string='SO Client Type Field', - config_parameter='fusion_claims.field_so_client_type', - help='Field name for client type on sale.order', - ) - fc_field_so_authorizer = fields.Char( - string='SO Authorizer Field', - config_parameter='fusion_claims.field_so_authorizer', - help='Field name for authorizer on sale.order', - ) - fc_field_invoice_type = fields.Char( - string='Invoice Type Field', - config_parameter='fusion_claims.field_invoice_type', - help='Field name for invoice type on account.move', - ) - fc_field_inv_client_type = fields.Char( - string='Invoice Client Type Field', - config_parameter='fusion_claims.field_inv_client_type', - help='Field name for client type on account.move', - ) - fc_field_inv_authorizer = fields.Char( - string='Invoice Authorizer Field', - config_parameter='fusion_claims.field_inv_authorizer', - help='Field name for authorizer on account.move', - ) - fc_field_product_code = fields.Char( - string='Product ADP Code Field', - config_parameter='fusion_claims.field_product_code', - help='Field name for ADP device code on product.template', - ) - fc_field_sol_serial = fields.Char( - string='SO Line Serial Field', - config_parameter='fusion_claims.field_sol_serial', - help='Field name for serial number on sale.order.line', - ) - fc_field_aml_serial = fields.Char( - string='Invoice Line Serial Field', - config_parameter='fusion_claims.field_aml_serial', - help='Field name for serial number on account.move.line', - ) - - # ========================================================================= - # ADDITIONAL SALE ORDER FIELD MAPPINGS - # ========================================================================= - - fc_field_so_claim_number = fields.Char( - string='SO Claim Number Field', - config_parameter='fusion_claims.field_so_claim_number', - help='Field name for claim number on sale.order', - ) - fc_field_so_client_ref_1 = fields.Char( - string='SO Client Ref 1 Field', - config_parameter='fusion_claims.field_so_client_ref_1', - help='Field name for client reference 1 on sale.order', - ) - fc_field_so_client_ref_2 = fields.Char( - string='SO Client Ref 2 Field', - config_parameter='fusion_claims.field_so_client_ref_2', - help='Field name for client reference 2 on sale.order', - ) - fc_field_so_delivery_date = fields.Char( - string='SO Delivery Date Field', - config_parameter='fusion_claims.field_so_delivery_date', - help='Field name for ADP delivery date on sale.order', - ) - fc_field_so_adp_status = fields.Char( - string='SO ADP Status Field', - config_parameter='fusion_claims.field_so_adp_status', - help='Field name for ADP status on sale.order', - ) - fc_field_so_service_start = fields.Char( - string='SO Service Start Date Field', - config_parameter='fusion_claims.field_so_service_start', - help='Field name for service start date on sale.order', - ) - fc_field_so_service_end = fields.Char( - string='SO Service End Date Field', - config_parameter='fusion_claims.field_so_service_end', - help='Field name for service end date on sale.order', - ) - - # ========================================================================= - # ADDITIONAL INVOICE FIELD MAPPINGS - # ========================================================================= - - fc_field_inv_claim_number = fields.Char( - string='Invoice Claim Number Field', - config_parameter='fusion_claims.field_inv_claim_number', - help='Field name for claim number on account.move', - ) - fc_field_inv_client_ref_1 = fields.Char( - string='Invoice Client Ref 1 Field', - config_parameter='fusion_claims.field_inv_client_ref_1', - help='Field name for client reference 1 on account.move', - ) - fc_field_inv_client_ref_2 = fields.Char( - string='Invoice Client Ref 2 Field', - config_parameter='fusion_claims.field_inv_client_ref_2', - help='Field name for client reference 2 on account.move', - ) - fc_field_inv_delivery_date = fields.Char( - string='Invoice Delivery Date Field', - config_parameter='fusion_claims.field_inv_delivery_date', - help='Field name for ADP delivery date on account.move', - ) - fc_field_inv_service_start = fields.Char( - string='Invoice Service Start Date Field', - config_parameter='fusion_claims.field_inv_service_start', - help='Field name for service start date on account.move', - ) - fc_field_inv_service_end = fields.Char( - string='Invoice Service End Date Field', - config_parameter='fusion_claims.field_inv_service_end', - help='Field name for service end date on account.move', - ) - - # ========================================================================= - # SALE ORDER LINE FIELD MAPPINGS - # ========================================================================= - - fc_field_sol_placement = fields.Char( - string='SO Line Placement Field', - config_parameter='fusion_claims.field_sol_placement', - help='Field name for device placement on sale.order.line', - ) - - # ========================================================================= - # INVOICE LINE FIELD MAPPINGS - # ========================================================================= - - fc_field_aml_placement = fields.Char( - string='Invoice Line Placement Field', - config_parameter='fusion_claims.field_aml_placement', - help='Field name for device placement on account.move.line', - ) - - # ========================================================================= - # PRODUCT FIELD MAPPINGS - # ========================================================================= - - fc_field_product_adp_price = fields.Char( - string='Product ADP Price Field', - config_parameter='fusion_claims.field_product_adp_price', - help='Field name for ADP price on product.template', - ) - - # ========================================================================= - # HEADER-LEVEL SERIAL NUMBER MAPPINGS - # ========================================================================= - - fc_field_so_primary_serial = fields.Char( - string='SO Primary Serial Field', - config_parameter='fusion_claims.field_so_primary_serial', - help='Field name for primary serial number on sale.order (header level)', - ) - fc_field_inv_primary_serial = fields.Char( - string='Invoice Primary Serial Field', - config_parameter='fusion_claims.field_inv_primary_serial', - help='Field name for primary serial number on account.move (header level)', - ) - - # ========================================================================= - # ADP POSTING SCHEDULE SETTINGS - # ========================================================================= - - fc_adp_posting_base_date = fields.Char( - string='ADP Posting Base Date', - config_parameter='fusion_claims.adp_posting_base_date', - help='Reference date for calculating bi-weekly posting schedule (a known posting day). Format: YYYY-MM-DD', - ) - fc_adp_posting_frequency_days = fields.Integer( - string='Posting Frequency (Days)', - config_parameter='fusion_claims.adp_posting_frequency_days', - help='Number of days between ADP posting cycles (typically 14 days)', - ) - fc_adp_billing_reminder_user_id = fields.Many2one( - 'res.users', - string='Billing Deadline Reminder Person', - # NOTE: stored manually via get_values/set_values (not config_parameter) - # because Many2one + config_parameter causes double-write conflicts - help='Person to remind on Monday to complete ADP billing by Wednesday 6 PM', - ) - fc_adp_correction_reminder_user_ids = fields.Many2many( - 'res.users', - 'fc_config_correction_reminder_users_rel', - 'config_id', - 'user_id', - string='Correction Alert Recipients', - help='People to notify when an ADP invoice needs correction/resubmission', - ) - - # ========================================================================= - # EMAIL NOTIFICATION SETTINGS - # ========================================================================= - - fc_enable_email_notifications = fields.Boolean( - string='Enable Automated Email Notifications', - config_parameter='fusion_claims.enable_email_notifications', - help='Enable/disable automated email notifications for ADP workflow events', - ) - fc_office_notification_ids = fields.Many2many( - related='company_id.x_fc_office_notification_ids', - readonly=False, - string='Office Notification Recipients', - ) - fc_application_reminder_days = fields.Integer( - string='First Reminder Days', - config_parameter='fusion_claims.application_reminder_days', - help='Number of days after assessment completion to send first application reminder to therapist', - ) - fc_application_reminder_2_days = fields.Integer( - string='Second Reminder Days (After First)', - config_parameter='fusion_claims.application_reminder_2_days', - help='Number of days after first reminder to send second application reminder to therapist', - ) - - # ========================================================================= - # WORKFLOW LOCK SETTINGS - # ========================================================================= - - fc_allow_sale_type_override = fields.Boolean( - string='Allow Sale Type Override', - config_parameter='fusion_claims.allow_sale_type_override', - help='If enabled, allows changing Sale Type even after application is submitted (for cases where additional benefits are discovered)', - ) - - fc_allow_document_lock_override = fields.Boolean( - string='Allow Document Lock Override', - config_parameter='fusion_claims.allow_document_lock_override', - help='When enabled, users in the "Document Lock Override" group can edit locked documents on old cases. ' - 'Disable this once all legacy cases have been processed to enforce strict workflow.', - ) - - fc_designated_vendor_signer = fields.Many2one( - 'res.users', - string='Designated Vendor Signer', - help='The user who signs Page 12 on behalf of the company', - ) - - # ========================================================================= - # GOOGLE MAPS API SETTINGS - # ========================================================================= - - fc_google_maps_api_key = fields.Char( - string='Google Maps API Key', - config_parameter='fusion_claims.google_maps_api_key', - help='API key for Google Maps Places autocomplete in address fields', - ) - - # ------------------------------------------------------------------ - # AI CLIENT INTELLIGENCE - # ------------------------------------------------------------------ - fc_ai_api_key = fields.Char( - string='AI API Key', - config_parameter='fusion_claims.ai_api_key', - help='OpenAI API key for Client Intelligence chat', - ) - fc_ai_model = fields.Selection([ - ('gpt-4o-mini', 'GPT-4o Mini (Fast, Lower Cost)'), - ('gpt-4o', 'GPT-4o (Best Quality)'), - ('gpt-4.1-mini', 'GPT-4.1 Mini'), - ('gpt-4.1', 'GPT-4.1'), - ], string='AI Model', - config_parameter='fusion_claims.ai_model', - ) - fc_auto_parse_xml = fields.Boolean( - string='Auto-Parse XML Files', - config_parameter='fusion_claims.auto_parse_xml', - help='Automatically parse ADP XML files when uploaded and create/update client profiles', - ) - - # ------------------------------------------------------------------ - # TECHNICIAN MANAGEMENT - # ------------------------------------------------------------------ - fc_store_open_hour = fields.Float( - string='Store Open Time', - config_parameter='fusion_claims.store_open_hour', - help='Store opening time for technician scheduling (e.g. 9.0 = 9:00 AM)', - ) - fc_store_close_hour = fields.Float( - string='Store Close Time', - config_parameter='fusion_claims.store_close_hour', - help='Store closing time for technician scheduling (e.g. 18.0 = 6:00 PM)', - ) - fc_google_distance_matrix_enabled = fields.Boolean( - string='Enable Distance Matrix', - config_parameter='fusion_claims.google_distance_matrix_enabled', - help='Enable Google Distance Matrix API for travel time calculations between technician tasks', - ) - fc_technician_start_address = fields.Char( - string='Technician Start Address', - config_parameter='fusion_claims.technician_start_address', - help='Default start location for technician travel calculations (e.g. warehouse/office address)', - ) - fc_location_retention_days = fields.Char( - string='Location History Retention (Days)', - config_parameter='fusion_claims.location_retention_days', - help='How many days to keep technician location history. ' - 'Leave empty = 30 days (1 month). ' - '0 = delete at end of each day. ' - '1+ = keep for that many days.', - ) - - # ------------------------------------------------------------------ - # WEB PUSH NOTIFICATIONS - # ------------------------------------------------------------------ - fc_push_enabled = fields.Boolean( - string='Enable Push Notifications', - config_parameter='fusion_claims.push_enabled', - help='Enable web push notifications for technician tasks', - ) - fc_vapid_public_key = fields.Char( - string='VAPID Public Key', - config_parameter='fusion_claims.vapid_public_key', - help='Public key for Web Push VAPID authentication (auto-generated)', - ) - fc_vapid_private_key = fields.Char( - string='VAPID Private Key', - config_parameter='fusion_claims.vapid_private_key', - help='Private key for Web Push VAPID authentication (auto-generated)', - ) - fc_push_advance_minutes = fields.Integer( - string='Notification Advance (min)', - config_parameter='fusion_claims.push_advance_minutes', - help='Send push notifications this many minutes before a scheduled task', - ) - - # ------------------------------------------------------------------ - # TWILIO SMS SETTINGS - # ------------------------------------------------------------------ - fc_twilio_enabled = fields.Boolean( - string='Enable Twilio SMS', - config_parameter='fusion_claims.twilio_enabled', - help='Enable SMS notifications via Twilio for assessment bookings and key status updates', - ) - fc_twilio_account_sid = fields.Char( - string='Twilio Account SID', - config_parameter='fusion_claims.twilio_account_sid', - groups='fusion_claims.group_fusion_claims_manager', - ) - fc_twilio_auth_token = fields.Char( - string='Twilio Auth Token', - config_parameter='fusion_claims.twilio_auth_token', - groups='fusion_claims.group_fusion_claims_manager', - ) - fc_twilio_phone_number = fields.Char( - string='Twilio Phone Number', - config_parameter='fusion_claims.twilio_phone_number', - help='Your Twilio phone number for sending SMS (e.g. +1234567890)', - ) - - # ------------------------------------------------------------------ - # MARCH OF DIMES SETTINGS - # ------------------------------------------------------------------ - fc_mod_default_email = fields.Char( - string='MOD Default Email', - config_parameter='fusion_claims.mod_default_email', - help='Default email for sending quotations and documents to March of Dimes (e.g. hvmp@marchofdimes.ca)', - ) - fc_mod_vendor_code = fields.Char( - string='March of Dimes Vendor Code', - config_parameter='fusion_claims.mod_vendor_code', - help='Your vendor code assigned by March of Dimes (e.g. TRD0001234)', - ) - - # ------------------------------------------------------------------ - # MOD FOLLOW-UP SETTINGS - # ------------------------------------------------------------------ - fc_mod_followup_interval_days = fields.Integer( - string='Follow-up Interval (Days)', - config_parameter='fusion_claims.mod_followup_interval_days', - help='Number of days between follow-up reminders for MOD cases awaiting funding (default: 14)', - ) - fc_mod_followup_escalation_days = fields.Integer( - string='Escalation Delay (Days)', - config_parameter='fusion_claims.mod_followup_escalation_days', - help='Days after a follow-up activity is due before auto-sending email to client (default: 3)', - ) - - # ------------------------------------------------------------------ - # ODSP CONFIGURATION - # ------------------------------------------------------------------ - fc_sa_mobility_email = fields.Char( - string='SA Mobility Email', - config_parameter='fusion_claims.sa_mobility_email', - help='Email address for SA Mobility submissions (default: samobility@ontario.ca)', - ) - fc_sa_mobility_phone = fields.Char( - string='SA Mobility Phone', - config_parameter='fusion_claims.sa_mobility_phone', - help='SA Mobility phone number (default: 1-888-222-5099)', - ) - fc_odsp_default_office_id = fields.Many2one( - 'res.partner', - string='Default ODSP Office', - domain="[('x_fc_contact_type', '=', 'odsp_office')]", - help='Default ODSP office contact for new ODSP cases', - ) - - @api.model - def get_values(self): - res = super().get_values() - ICP = self.env['ir.config_parameter'].sudo() - - # Get billing reminder user - billing_user_id = ICP.get_param('fusion_claims.adp_billing_reminder_user_id', False) - if billing_user_id: - try: - res['fc_adp_billing_reminder_user_id'] = int(billing_user_id) - except (ValueError, TypeError): - res['fc_adp_billing_reminder_user_id'] = False - - # Get correction reminder users (stored as comma-separated IDs) - correction_user_ids = ICP.get_param('fusion_claims.adp_correction_reminder_user_ids', '') - if correction_user_ids: - try: - user_ids = [int(x.strip()) for x in correction_user_ids.split(',') if x.strip()] - res['fc_adp_correction_reminder_user_ids'] = [(6, 0, user_ids)] - except (ValueError, TypeError): - res['fc_adp_correction_reminder_user_ids'] = [(6, 0, [])] - - # Get designated vendor signer - vendor_signer_id = ICP.get_param('fusion_claims.designated_vendor_signer', False) - if vendor_signer_id: - try: - res['fc_designated_vendor_signer'] = int(vendor_signer_id) - except (ValueError, TypeError): - res['fc_designated_vendor_signer'] = False - - # Get default ODSP office - odsp_office_id = ICP.get_param('fusion_claims.odsp_default_office_id', False) - if odsp_office_id: - try: - res['fc_odsp_default_office_id'] = int(odsp_office_id) - except (ValueError, TypeError): - res['fc_odsp_default_office_id'] = False - - return res - - def set_values(self): - ICP = self.env['ir.config_parameter'].sudo() - - # --- Protect sensitive config_parameter fields from accidental blanking --- - # These are keys where a blank/default value should NOT overwrite - # an existing non-empty value (e.g. API keys, user-customized settings). - _protected_keys = [ - 'fusion_claims.ai_api_key', - 'fusion_claims.google_maps_api_key', - 'fusion_claims.vendor_code', - 'fusion_claims.ai_model', - 'fusion_claims.adp_posting_base_date', - 'fusion_claims.application_reminder_days', - 'fusion_claims.application_reminder_2_days', - 'fusion_claims.store_open_hour', - 'fusion_claims.store_close_hour', - 'fusion_claims.technician_start_address', - ] - # Snapshot existing values BEFORE super().set_values() runs - _existing = {} - for key in _protected_keys: - val = ICP.get_param(key, '') - if val: - _existing[key] = val - - super().set_values() - - # Restore any protected values that were blanked by the save - for key, old_val in _existing.items(): - new_val = ICP.get_param(key, '') - if not new_val and old_val: - ICP.set_param(key, old_val) - _logger.warning( - "Settings protection: restored %s (was blanked during save)", key - ) - - # Store billing reminder user (Many2one - manual handling) - if self.fc_adp_billing_reminder_user_id: - ICP.set_param('fusion_claims.adp_billing_reminder_user_id', - str(self.fc_adp_billing_reminder_user_id.id)) - # Only clear if explicitly set to empty AND there was no existing value - elif not ICP.get_param('fusion_claims.adp_billing_reminder_user_id', ''): - ICP.set_param('fusion_claims.adp_billing_reminder_user_id', '') - - # Store correction reminder users as comma-separated IDs - if self.fc_adp_correction_reminder_user_ids: - user_ids = ','.join(str(u.id) for u in self.fc_adp_correction_reminder_user_ids) - ICP.set_param('fusion_claims.adp_correction_reminder_user_ids', user_ids) - # Only clear if explicitly empty AND no existing value - elif not ICP.get_param('fusion_claims.adp_correction_reminder_user_ids', ''): - ICP.set_param('fusion_claims.adp_correction_reminder_user_ids', '') - - # Office notification recipients are stored via related field on res.company - # No need to store in ir.config_parameter - - # Store designated vendor signer (Many2one - manual handling) - if self.fc_designated_vendor_signer: - ICP.set_param('fusion_claims.designated_vendor_signer', - str(self.fc_designated_vendor_signer.id)) - elif not ICP.get_param('fusion_claims.designated_vendor_signer', ''): - ICP.set_param('fusion_claims.designated_vendor_signer', '') - - # Store default ODSP office (Many2one - manual handling) - if self.fc_odsp_default_office_id: - ICP.set_param('fusion_claims.odsp_default_office_id', - str(self.fc_odsp_default_office_id.id)) - elif not ICP.get_param('fusion_claims.odsp_default_office_id', ''): - ICP.set_param('fusion_claims.odsp_default_office_id', '') - - # ========================================================================= - # ACTION METHODS - # ========================================================================= - - def action_open_field_mapping_wizard(self): - """Open the field mapping configuration wizard.""" - return { - 'type': 'ir.actions.act_window', - 'name': 'Field Mapping Configuration', - 'res_model': 'fusion_claims.field_mapping_config', - 'view_mode': 'form', - 'target': 'new', - 'context': {}, - } - diff --git a/fusion_claims/fusion_claims/models/res_partner.py b/fusion_claims/fusion_claims/models/res_partner.py deleted file mode 100644 index 8ddc9f0..0000000 --- a/fusion_claims/fusion_claims/models/res_partner.py +++ /dev/null @@ -1,82 +0,0 @@ -# -*- coding: utf-8 -*- -# Copyright 2024-2026 Nexa Systems Inc. -# License OPL-1 (Odoo Proprietary License v1.0) - -from odoo import models, fields, api - - -class ResPartner(models.Model): - _inherit = 'res.partner' - - x_fc_start_address = fields.Char( - string='Start Location', - help='Technician daily start location (home, warehouse, etc.). ' - 'Used as origin for first travel time calculation. ' - 'If empty, the company default HQ address is used.', - ) - - # ========================================================================== - # CONTACT TYPE - # ========================================================================== - x_fc_contact_type = fields.Selection( - selection=[ - ('adp_customer', 'ADP Customer'), - ('adp_odsp_customer', 'ADP-ODSP Customer'), - ('odsp_customer', 'ODSP Customer'), - ('mod_customer', 'MOD Customer'), - ('private_customer', 'Private Customer'), - ('wsib_customer', 'WSIB Customer'), - ('acsd_customer', 'ACSD Customer'), - ('private_insurance', 'Private Insurance'), - ('adp_agent', 'ADP Agent'), - ('odsp_agent', 'ODSP Agent'), - ('muscular_dystrophy', 'Muscular Dystrophy'), - ('occupational_therapist', 'Occupational Therapist'), - ('physiotherapist', 'Physiotherapist'), - ('vendor', 'Vendor'), - ('funding_agency', 'Funding Agency'), - ('government_agency', 'Government Agency'), - ('company_contact', 'Company Contact'), - ('long_term_care_home', 'Long Term Care Home'), - ('retirement_home', 'Retirement Home'), - ('odsp_office', 'ODSP Office'), - ('other', 'Other'), - ], - string='Contact Type', - tracking=True, - index=True, - ) - - # ========================================================================== - # ODSP FIELDS - # ========================================================================== - x_fc_odsp_member_id = fields.Char( - string='ODSP Member ID', - size=9, - tracking=True, - help='9-digit Ontario Disability Support Program Member ID', - ) - x_fc_case_worker_id = fields.Many2one( - 'res.partner', - string='ODSP Case Worker', - tracking=True, - help='ODSP Case Worker assigned to this client', - ) - x_fc_date_of_birth = fields.Date( - string='Date of Birth', - tracking=True, - ) - x_fc_healthcard_number = fields.Char( - string='Healthcard Number', - tracking=True, - ) - x_fc_is_odsp_office = fields.Boolean( - compute='_compute_is_odsp_office', - string='Is ODSP Office', - store=True, - ) - - @api.depends('x_fc_contact_type') - def _compute_is_odsp_office(self): - for partner in self: - partner.x_fc_is_odsp_office = partner.x_fc_contact_type == 'odsp_office' diff --git a/fusion_claims/fusion_claims/models/res_users.py b/fusion_claims/fusion_claims/models/res_users.py deleted file mode 100644 index f17757b..0000000 --- a/fusion_claims/fusion_claims/models/res_users.py +++ /dev/null @@ -1,26 +0,0 @@ -# -*- coding: utf-8 -*- -# Copyright 2024-2026 Nexa Systems Inc. -# License OPL-1 (Odoo Proprietary License v1.0) - -from odoo import models, fields, api - - -class ResUsers(models.Model): - _inherit = 'res.users' - - x_fc_is_field_staff = fields.Boolean( - string='Field Staff', - default=False, - help='Check this to show the user in the Technician/Field Staff dropdown when scheduling tasks.', - ) - x_fc_start_address = fields.Char( - related='partner_id.x_fc_start_address', - readonly=False, - string='Start Location', - ) - x_fc_tech_sync_id = fields.Char( - string='Tech Sync ID', - help='Shared identifier for this technician across Odoo instances. ' - 'Must be the same value on all instances for the same person.', - copy=False, - ) \ No newline at end of file diff --git a/fusion_claims/fusion_claims/models/sale_order.py b/fusion_claims/fusion_claims/models/sale_order.py deleted file mode 100644 index 3a47fba..0000000 --- a/fusion_claims/fusion_claims/models/sale_order.py +++ /dev/null @@ -1,7817 +0,0 @@ -# -*- coding: utf-8 -*- -# Copyright 2024-2025 Nexa Systems Inc. -# License OPL-1 (Odoo Proprietary License v1.0) -# Part of the Fusion Claim Assistant product family. - -import logging -import re -from markupsafe import Markup -from odoo import models, fields, api -from odoo.exceptions import ValidationError, UserError - -_logger = logging.getLogger(__name__) - - -class SaleOrder(models.Model): - _name = 'sale.order' - _inherit = ['sale.order', 'fusion_claims.adp.posting.schedule.mixin', 'fusion.email.builder.mixin'] - _rec_names_search = ['name', 'partner_id.name'] - - @api.depends('name', 'partner_id.name') - def _compute_display_name(self): - for order in self: - name = order.name or '' - if order.partner_id and order.partner_id.name: - name = f"{name} -- {order.partner_id.name}" - order.display_name = name - - # ========================================================================== - # FIELD FLAGS - # ========================================================================== - x_fc_is_adp_sale = fields.Boolean( - compute='_compute_is_adp_sale', - store=True, - string='Is ADP Sale', - help='True only for ADP or ADP/ODSP sale types', - ) - - # ========================================================================== - # INVOICE COUNT FIELDS (Separate ADP and Client invoices) - # ========================================================================== - x_fc_adp_invoice_count = fields.Integer( - compute='_compute_invoice_counts', - string='ADP Invoices', - ) - x_fc_client_invoice_count = fields.Integer( - compute='_compute_invoice_counts', - string='Client Invoices', - ) - - @api.depends('x_fc_adp_invoice_id', 'x_fc_client_invoice_id') - def _compute_invoice_counts(self): - """Compute separate counts for ADP and Client invoices. - - Uses x_fc_source_sale_order_id for direct linking instead of invoice_ids - which only works when invoice lines have sale_line_ids. - Also includes manually mapped invoices from x_fc_adp_invoice_id and x_fc_client_invoice_id. - """ - AccountMove = self.env['account.move'].sudo() - for order in self: - # Search for invoices directly linked to this order via x_fc_source_sale_order_id - adp_invoices = AccountMove.search([ - ('x_fc_source_sale_order_id', '=', order.id), - ('x_fc_adp_invoice_portion', '=', 'adp'), - ('state', '!=', 'cancel'), - ]) - client_invoices = AccountMove.search([ - ('x_fc_source_sale_order_id', '=', order.id), - ('x_fc_adp_invoice_portion', '=', 'client'), - ('state', '!=', 'cancel'), - ]) - - # Also include manually mapped invoices from Invoice Mapping section - if order.x_fc_adp_invoice_id and order.x_fc_adp_invoice_id.state != 'cancel': - adp_invoices |= order.x_fc_adp_invoice_id - if order.x_fc_client_invoice_id and order.x_fc_client_invoice_id.state != 'cancel': - client_invoices |= order.x_fc_client_invoice_id - - order.x_fc_adp_invoice_count = len(adp_invoices) - order.x_fc_client_invoice_count = len(client_invoices) - - # ========================================================================== - # MOD INVOICE COUNT FIELDS (Separate MOD and Client invoices) - # ========================================================================== - x_fc_mod_invoice_count = fields.Integer( - compute='_compute_mod_invoice_counts', - string='MOD Invoices', - ) - x_fc_mod_client_invoice_count = fields.Integer( - compute='_compute_mod_invoice_counts', - string='Client Invoices (MOD)', - ) - - @api.depends('order_line') - def _compute_mod_invoice_counts(self): - """Compute separate counts for MOD and Client invoices on MOD cases.""" - AccountMove = self.env['account.move'].sudo() - for order in self: - if not order.x_fc_is_mod_sale: - order.x_fc_mod_invoice_count = 0 - order.x_fc_mod_client_invoice_count = 0 - continue - # MOD portion invoices (full or adp = MOD's share) - mod_invoices = AccountMove.search([ - ('x_fc_source_sale_order_id', '=', order.id), - ('x_fc_adp_invoice_portion', 'in', ('full', 'adp')), - ('state', '!=', 'cancel'), - ]) - # Client portion invoices - client_invoices = AccountMove.search([ - ('x_fc_source_sale_order_id', '=', order.id), - ('x_fc_adp_invoice_portion', '=', 'client'), - ('state', '!=', 'cancel'), - ]) - order.x_fc_mod_invoice_count = len(mod_invoices) - order.x_fc_mod_client_invoice_count = len(client_invoices) - - def action_view_mod_invoices(self): - """Open MOD portion invoices for this order.""" - self.ensure_one() - invoices = self.env['account.move'].sudo().search([ - ('x_fc_source_sale_order_id', '=', self.id), - ('x_fc_adp_invoice_portion', 'in', ('full', 'adp')), - ('state', '!=', 'cancel'), - ]) - action = { - 'name': 'MOD Invoices', - 'type': 'ir.actions.act_window', - 'res_model': 'account.move', - 'view_mode': 'list,form', - 'domain': [('id', 'in', invoices.ids)], - 'context': {'default_move_type': 'out_invoice'}, - } - if len(invoices) == 1: - action['view_mode'] = 'form' - action['res_id'] = invoices.id - return action - - def action_view_mod_client_invoices(self): - """Open Client portion invoices for MOD cases.""" - self.ensure_one() - invoices = self.env['account.move'].sudo().search([ - ('x_fc_source_sale_order_id', '=', self.id), - ('x_fc_adp_invoice_portion', '=', 'client'), - ('state', '!=', 'cancel'), - ]) - action = { - 'name': 'Client Invoices', - 'type': 'ir.actions.act_window', - 'res_model': 'account.move', - 'view_mode': 'list,form', - 'domain': [('id', 'in', invoices.ids)], - 'context': {'default_move_type': 'out_invoice'}, - } - if len(invoices) == 1: - action['view_mode'] = 'form' - action['res_id'] = invoices.id - return action - - # ========================================================================== - # VENDOR BILL LINKING (for audit trail) - # ========================================================================== - x_fc_vendor_bill_ids = fields.Many2many( - 'account.move', - 'sale_order_vendor_bill_rel', - 'sale_order_id', - 'move_id', - string='Vendor Bills', - domain=[('move_type', '=', 'in_invoice')], - help='Vendor bills/invoices linked to this sales order for audit trail purposes.', - ) - x_fc_vendor_bill_count = fields.Integer( - compute='_compute_vendor_bill_count', - string='Vendor Bills', - ) - - @api.depends('x_fc_vendor_bill_ids') - def _compute_vendor_bill_count(self): - """Compute count of linked vendor bills.""" - for order in self: - order.x_fc_vendor_bill_count = len(order.x_fc_vendor_bill_ids) - - def action_view_vendor_bills(self): - """Open view of linked vendor bills.""" - self.ensure_one() - action = { - 'name': 'Vendor Bills', - 'type': 'ir.actions.act_window', - 'res_model': 'account.move', - 'view_mode': 'list,form', - 'domain': [('id', 'in', self.x_fc_vendor_bill_ids.ids)], - 'context': {'default_move_type': 'in_invoice'}, - } - if len(self.x_fc_vendor_bill_ids) == 1: - action['view_mode'] = 'form' - action['res_id'] = self.x_fc_vendor_bill_ids.id - return action - - # ========================================================================== - # SUBMISSION HISTORY (for tracking all submissions/resubmissions to ADP) - # ========================================================================== - x_fc_submission_history_ids = fields.One2many( - 'fusion.submission.history', - 'sale_order_id', - string='Submission History', - help='History of all submissions and resubmissions to ADP', - ) - x_fc_submission_count = fields.Integer( - string='Submissions', - compute='_compute_submission_count', - ) - - @api.depends('x_fc_submission_history_ids') - def _compute_submission_count(self): - """Compute the number of submissions for this order.""" - for order in self: - order.x_fc_submission_count = len(order.x_fc_submission_history_ids) - - def action_view_submission_history(self): - """Open the submission history for this order.""" - self.ensure_one() - return { - 'name': 'Submission History', - 'type': 'ir.actions.act_window', - 'res_model': 'fusion.submission.history', - 'view_mode': 'list,form', - 'domain': [('sale_order_id', '=', self.id)], - 'context': {'default_sale_order_id': self.id}, - } - - # ========================================================================== - # TECHNICIAN TASKS - # ========================================================================== - x_fc_technician_task_ids = fields.One2many( - 'fusion.technician.task', - 'sale_order_id', - string='Technician Tasks', - ) - x_fc_technician_task_count = fields.Integer( - string='Tasks', - compute='_compute_technician_task_count', - ) - - @api.depends('x_fc_technician_task_ids') - def _compute_technician_task_count(self): - for order in self: - order.x_fc_technician_task_count = len(order.x_fc_technician_task_ids) - - def action_view_technician_tasks(self): - """Open the technician tasks linked to this order.""" - self.ensure_one() - action = { - 'name': 'Technician Tasks', - 'type': 'ir.actions.act_window', - 'res_model': 'fusion.technician.task', - 'view_mode': 'list,form', - 'domain': [('sale_order_id', '=', self.id)], - 'context': {'default_sale_order_id': self.id}, - } - if len(self.x_fc_technician_task_ids) == 1: - action['view_mode'] = 'form' - action['res_id'] = self.x_fc_technician_task_ids.id - return action - - # LOANER EQUIPMENT TRACKING - # ========================================================================== - x_fc_loaner_checkout_ids = fields.One2many( - 'fusion.loaner.checkout', - 'sale_order_id', - string='Loaner Checkouts', - help='Loaner equipment checked out for this order', - ) - x_fc_loaner_count = fields.Integer( - string='Loaners', - compute='_compute_loaner_count', - ) - x_fc_active_loaner_count = fields.Integer( - string='Active Loaners', - compute='_compute_loaner_count', - ) - x_fc_has_overdue_loaner = fields.Boolean( - string='Has Overdue Loaner', - compute='_compute_loaner_count', - help='True if any active loaner is past its expected return date', - ) - - @api.depends('x_fc_loaner_checkout_ids', 'x_fc_loaner_checkout_ids.state', - 'x_fc_loaner_checkout_ids.expected_return_date') - def _compute_loaner_count(self): - """Compute loaner counts and overdue status for this order.""" - today = fields.Date.today() - for order in self: - active = order.x_fc_loaner_checkout_ids.filtered( - lambda l: l.state in ('checked_out', 'overdue', 'rental_pending') - ) - order.x_fc_loaner_count = len(order.x_fc_loaner_checkout_ids) - order.x_fc_active_loaner_count = len(active) - order.x_fc_has_overdue_loaner = any( - l.state == 'overdue' or (l.expected_return_date and l.expected_return_date < today) - for l in active - ) - - def action_view_loaners(self): - """Open the loaner checkouts for this order.""" - self.ensure_one() - action = { - 'name': 'Loaner Checkouts', - 'type': 'ir.actions.act_window', - 'res_model': 'fusion.loaner.checkout', - 'view_mode': 'tree,form', - 'domain': [('sale_order_id', '=', self.id)], - 'context': {'default_sale_order_id': self.id}, - } - if len(self.x_fc_loaner_checkout_ids) == 1: - action['view_mode'] = 'form' - action['res_id'] = self.x_fc_loaner_checkout_ids.id - return action - - def action_checkout_loaner(self): - """Open the loaner checkout wizard.""" - self.ensure_one() - return { - 'name': 'Checkout Loaner', - 'type': 'ir.actions.act_window', - 'res_model': 'fusion.loaner.checkout.wizard', - 'view_mode': 'form', - 'target': 'new', - 'context': { - 'default_sale_order_id': self.id, - 'default_partner_id': self.partner_id.id, - 'default_authorizer_id': self.x_fc_authorizer_id.id if self.x_fc_authorizer_id else False, - }, - } - - def action_checkin_loaner(self): - """Open the return wizard for the active loaner on this order.""" - self.ensure_one() - active_loaners = self.x_fc_loaner_checkout_ids.filtered( - lambda l: l.state in ('checked_out', 'overdue', 'rental_pending') - ) - if not active_loaners: - raise UserError("No active loaners to check in for this order.") - if len(active_loaners) == 1: - return active_loaners.action_return() - # Multiple active loaners - show the list so user can pick which one to return - return { - 'name': 'Return Loaner', - 'type': 'ir.actions.act_window', - 'res_model': 'fusion.loaner.checkout', - 'view_mode': 'tree,form', - 'domain': [('id', 'in', active_loaners.ids)], - 'target': 'current', - } - - def action_ready_for_delivery(self): - """Open the task scheduling form to schedule a delivery task. - - Instead of a separate wizard, this opens the full technician task - form pre-filled with delivery defaults. When the task is saved, - the sale order is automatically marked as Ready for Delivery. - """ - self.ensure_one() - - # Validate the order can be marked ready for delivery - if not self._is_adp_sale(): - raise UserError("Ready for Delivery is only available for ADP sales.") - - valid_statuses = ('approved', 'approved_deduction') - if self.x_fc_early_delivery: - valid_statuses = ('submitted', 'accepted', 'approved', 'approved_deduction') - - if self.x_fc_adp_application_status not in valid_statuses: - if self.x_fc_early_delivery: - raise UserError( - "For early delivery, the application must be at least Submitted.\n" - f"Current status: {dict(self._fields['x_fc_adp_application_status'].selection).get(self.x_fc_adp_application_status)}" - ) - else: - raise UserError( - "The application must be Approved before marking Ready for Delivery.\n" - "To deliver before approval, check 'Early Delivery' first.\n" - f"Current status: {dict(self._fields['x_fc_adp_application_status'].selection).get(self.x_fc_adp_application_status)}" - ) - - return { - 'name': 'Schedule Delivery Task', - 'type': 'ir.actions.act_window', - 'res_model': 'fusion.technician.task', - 'view_mode': 'form', - 'target': 'new', - 'context': { - 'default_task_type': 'delivery', - 'default_sale_order_id': self.id, - 'default_partner_id': self.partner_id.id, - 'default_pod_required': True, - 'mark_ready_for_delivery': True, - }, - } - - @api.depends('x_fc_sale_type') - def _compute_is_adp_sale(self): - """Compute if this is an ADP sale - only ADP or ADP/ODSP sale types.""" - for order in self: - order.x_fc_is_adp_sale = order._is_adp_sale() - - # ========================================================================== - # SALE TYPE AND CLIENT TYPE FIELDS - # ========================================================================== - x_fc_sale_type = fields.Selection( - selection=[ - ('adp', 'ADP'), - ('adp_odsp', 'ADP/ODSP'), - ('odsp', 'ODSP'), - ('wsib', 'WSIB'), - ('direct_private', 'Direct/Private'), - ('insurance', 'Insurance'), - ('march_of_dimes', 'March of Dimes'), - ('muscular_dystrophy', 'Muscular Dystrophy'), - ('other', 'Others'), - ('rental', 'Rentals'), - ('hardship', 'Hardship Funding'), - ], - string='Sale Type', - index=True, - copy=True, - tracking=True, - help='Type of sale for billing purposes. This field determines the workflow and billing rules.', - ) - - x_fc_sale_type_locked = fields.Boolean( - string='Sale Type Locked', - compute='_compute_sale_type_locked', - help='Sale type is locked after application is submitted to ADP', - ) - - @api.depends('x_fc_adp_application_status') - def _compute_sale_type_locked(self): - """Sale type is locked once application is submitted to ADP.""" - locked_statuses = [ - 'submitted', 'accepted', 'rejected', 'resubmitted', - 'approved', 'approved_deduction', 'ready_bill', 'billed', 'case_closed', - ] - for order in self: - order.x_fc_sale_type_locked = order.x_fc_adp_application_status in locked_statuses - - x_fc_client_type = fields.Selection( - selection=[ - ('REG', 'REG'), - ('ODS', 'ODS'), - ('OWP', 'OWP'), - ('ACS', 'ACS'), - ('LTC', 'LTC'), - ('SEN', 'SEN'), - ('CCA', 'CCA'), - ], - string='Client Type', - tracking=True, - help='Client type for ADP portion calculations. REG = 75%/25%, others = 100%/0%', - ) - - # Authorizer Required field - only for certain sale types - # For: odsp, direct_private, insurance, other, rental - x_fc_authorizer_required = fields.Selection( - selection=[ - ('yes', 'Yes'), - ('no', 'No'), - ], - string='Authorizer Required?', - help='For ODSP, Direct/Private, Insurance, Others, and Rentals - specify if an authorizer is needed.', - ) - - # Computed field to determine if authorizer should be shown - x_fc_show_authorizer = fields.Boolean( - compute='_compute_show_authorizer', - string='Show Authorizer', - ) - - @api.depends('x_fc_sale_type', 'x_fc_authorizer_required') - def _compute_show_authorizer(self): - """Compute whether to show the authorizer field based on sale type and authorizer_required.""" - # Sale types that require the "Authorizer Required?" question - optional_auth_types = ('odsp', 'direct_private', 'insurance', 'other', 'rental') - # Sale types where authorizer is always shown/required - always_auth_types = ('adp', 'adp_odsp', 'wsib', 'march_of_dimes', 'muscular_dystrophy') - - for order in self: - sale_type = order.x_fc_sale_type - if sale_type in always_auth_types: - # Always show authorizer for ADP-related types - order.x_fc_show_authorizer = True - elif sale_type in optional_auth_types: - # Show authorizer only if user selected "Yes" - order.x_fc_show_authorizer = order.x_fc_authorizer_required == 'yes' - else: - # No sale type selected - don't show - order.x_fc_show_authorizer = False - - # Computed field to determine if "Authorizer Required?" question should be shown - x_fc_show_authorizer_question = fields.Boolean( - compute='_compute_show_authorizer_question', - string='Show Authorizer Question', - ) - - @api.depends('x_fc_sale_type') - def _compute_show_authorizer_question(self): - """Compute whether to show the 'Authorizer Required?' field.""" - optional_auth_types = ('odsp', 'direct_private', 'insurance', 'other', 'rental') - for order in self: - order.x_fc_show_authorizer_question = order.x_fc_sale_type in optional_auth_types - - # ========================================================================== - # MARCH OF DIMES FIELDS - # ========================================================================== - x_fc_mod_status = fields.Selection( - selection=[ - ('need_to_schedule', 'Schedule Assessment'), - ('assessment_scheduled', 'Assessment Booked'), - ('assessment_completed', 'Assessment Done'), - ('processing_drawings', 'Processing Drawing'), - ('quote_submitted', 'Quote Sent'), - ('awaiting_funding', 'Awaiting Funding'), - ('funding_approved', 'Approved'), - ('funding_denied', 'Denied'), - ('contract_received', 'PCA Received'), - ('in_production', 'In Production'), - ('project_complete', 'Complete'), - ('pod_submitted', 'POD Sent'), - ('case_closed', 'Closed'), - ('on_hold', 'On Hold'), - ('cancelled', 'Cancelled'), - ], - string='MOD Status', - default='need_to_schedule', - tracking=True, - group_expand='_expand_mod_statuses', - help='March of Dimes case workflow status', - ) - - @api.model - def _expand_mod_statuses(self, states, domain): - """Return the main MOD workflow statuses for kanban columns. - Always shows core statuses; special statuses (funding_denied, on_hold, - 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', - ] - result = list(main) - for s in (states or []): - if s and s not in result: - result.append(s) - return result - - # --- Case contacts (per-order MOD contacts) --- - x_fc_case_handler = fields.Many2one( - 'res.partner', - string='MOD Case Handler', - tracking=True, - help='March of Dimes case handler / counsellor (e.g. Barrier Free Design Counsellor)', - ) - - x_fc_case_worker = fields.Many2one( - 'res.partner', - string='Case Worker', - tracking=True, - help='Case worker assigned to this order', - ) - - x_fc_mod_contact_name = fields.Char( - string='MOD Contact Person', - tracking=True, - help='Legacy field - kept for backwards compatibility', - ) - x_fc_mod_contact_email = fields.Char( - string='Case Worker Email', - tracking=True, - help='Case worker email - assigned after funding approval. ' - 'Completion photos and POD are sent to this email.', - ) - x_fc_mod_contact_phone = fields.Char( - string='Case Worker Phone', - tracking=True, - ) - - # --- Case identifiers --- - x_fc_case_reference = fields.Char( - string='HVMP Reference Number', - tracking=True, - help='March of Dimes HVMP Reference Number (e.g. HVW38845)', - ) - x_fc_mod_vendor_code = fields.Char( - string='MOD Vendor Code', - tracking=True, - help='Vendor code assigned by March of Dimes (e.g. TRD0001662)', - ) - - # --- Key dates --- - x_fc_case_submitted = fields.Date( - string='Quote Submitted Date', - tracking=True, - help='Legacy field - kept for backwards compatibility', - ) - x_fc_case_approved = fields.Date( - string='Funding Approved Date', - tracking=True, - help='Date funding was approved by March of Dimes', - ) - x_fc_estimated_completion_date = fields.Date( - string='Estimated Completion Date', - tracking=True, - help='Estimated project completion date. Auto-calculated from weeks if funding is approved.', - ) - x_fc_mod_estimated_weeks = fields.Integer( - string='Est. Completion (Weeks)', - tracking=True, - help='Estimated completion time in weeks from funding approval date.', - ) - - @api.onchange('x_fc_mod_estimated_weeks') - def _onchange_mod_estimated_weeks(self): - """When weeks change, compute the completion date from approval date.""" - if self.x_fc_mod_estimated_weeks and self.x_fc_mod_estimated_weeks > 0: - from datetime import timedelta - base = self.x_fc_case_approved or fields.Date.today() - self.x_fc_estimated_completion_date = base + timedelta(weeks=self.x_fc_mod_estimated_weeks) - - @api.onchange('x_fc_estimated_completion_date') - def _onchange_mod_estimated_completion_date(self): - """When date changes, compute weeks from approval date.""" - if self.x_fc_estimated_completion_date: - base = self.x_fc_case_approved or fields.Date.today() - delta = self.x_fc_estimated_completion_date - base - weeks = max(1, delta.days // 7) - self.x_fc_mod_estimated_weeks = weeks - - # --- MOD Documents --- - x_fc_mod_drawing = fields.Binary( - string='Drawing', - attachment=True, - help='Technical drawing for the accessibility modification', - ) - x_fc_mod_drawing_filename = fields.Char(string='Drawing Filename') - - x_fc_mod_initial_photos = fields.Binary( - string='Initial Photos', - attachment=True, - help='Photos taken during the initial assessment', - ) - x_fc_mod_initial_photos_filename = fields.Char(string='Initial Photos Filename') - - x_fc_mod_pca_document = fields.Binary( - string='PCA Document', - attachment=True, - help='Payment Commitment Agreement from March of Dimes', - ) - x_fc_mod_pca_filename = fields.Char(string='PCA Filename') - - x_fc_mod_proof_of_delivery = fields.Binary( - string='Proof of Delivery', - attachment=True, - help='Signed proof of delivery and installation document', - ) - x_fc_mod_pod_filename = fields.Char(string='POD Filename') - - x_fc_mod_initial_payment_amount = fields.Monetary( - string='Initial Payment Amount', - currency_field='currency_id', - help='Amount received as initial payment from March of Dimes', - ) - x_fc_mod_initial_payment_date = fields.Date( - string='Initial Payment Date', - help='Date the initial payment was received', - ) - x_fc_mod_final_payment_amount = fields.Monetary( - string='Final Payment Amount', - currency_field='currency_id', - help='Final payment amount received from March of Dimes', - ) - x_fc_mod_final_payment_date = fields.Date( - string='Final Payment Date', - help='Date the final payment was received', - ) - - x_fc_mod_completion_photos = fields.Binary( - string='Completion Photos', - attachment=True, - help='Photos of the completed installation', - ) - x_fc_mod_completion_photos_filename = fields.Char(string='Completion Photos Filename') - - # Trail computed fields for MOD documents - x_fc_mod_trail_has_drawing = fields.Boolean(compute='_compute_mod_trail', string='Has Drawing') - x_fc_mod_trail_has_initial_photos = fields.Boolean(compute='_compute_mod_trail', string='Has Initial Photos') - x_fc_mod_trail_has_pca = fields.Boolean(compute='_compute_mod_trail', string='Has PCA') - x_fc_mod_trail_has_pod = fields.Boolean(compute='_compute_mod_trail', string='Has POD') - x_fc_mod_trail_has_completion_photos = fields.Boolean(compute='_compute_mod_trail', string='Has Completion Photos') - - @api.depends('x_fc_mod_drawing', 'x_fc_mod_initial_photos', 'x_fc_mod_pca_document', - 'x_fc_mod_proof_of_delivery', 'x_fc_mod_completion_photos') - def _compute_mod_trail(self): - for order in self: - order.x_fc_mod_trail_has_drawing = bool(order.x_fc_mod_drawing) - order.x_fc_mod_trail_has_initial_photos = bool(order.x_fc_mod_initial_photos) - order.x_fc_mod_trail_has_pca = bool(order.x_fc_mod_pca_document) - order.x_fc_mod_trail_has_pod = bool(order.x_fc_mod_proof_of_delivery) - order.x_fc_mod_trail_has_completion_photos = bool(order.x_fc_mod_completion_photos) - - # --- PCA terms --- - x_fc_mod_project_completion_date = fields.Date( - string='PCA Completion Deadline', - tracking=True, - help='Project Completion Date as stated in the PCA', - ) - x_fc_mod_payment_commitment = fields.Monetary( - string='Payment Commitment', - tracking=True, - currency_field='currency_id', - help='Legacy field - kept for backwards compatibility', - ) - - # --- MOD Funding --- - x_fc_mod_approved_amount = fields.Monetary( - string='MOD Approved Amount', - currency_field='currency_id', - tracking=True, - help='Amount approved by March of Dimes', - ) - x_fc_mod_approval_type = fields.Selection( - selection=[('full', 'Full Approval'), ('partial', 'Partial Approval')], - string='Approval Type', - tracking=True, - ) - - # --- Product type and production stage --- - x_fc_mod_product_type = fields.Selection( - selection=[ - ('stairlift', 'Stairlift'), - ('vpl', 'Vertical Platform Lift / Porch Lift'), - ('ceiling_lift', 'Ceiling Lift'), - ('ramp', 'Custom Ramp'), - ('bathroom', 'Bathroom Modification'), - ('other', 'Other'), - ], - string='Product Type', - tracking=True, - help='Type of accessibility product/modification for this project', - ) - - x_fc_mod_production_status = fields.Selection( - selection=[ - # --- Stairlift stages --- - ('sl_photo_survey_booked', 'Photo Survey Booked'), - ('sl_photo_survey_done', 'Photo Survey Completed'), - ('sl_sent_to_engineering', 'Sent to Engineering'), - ('sl_engineering_received', 'Engineering Drawing Received'), - ('sl_drawing_signing', 'Drawing Signing & Acceptance'), - ('sl_in_production', 'Stairlift in Production'), - ('sl_payment_processing', 'Payment Processing for Manufacturer'), - ('sl_shipping', 'Stairlift Shipping'), - ('sl_received', 'Stairlift Received'), - ('sl_install_scheduled', 'Installation Scheduled'), - ('sl_install_complete', 'Installation Complete'), - # --- VPL / Porch Lift stages --- - ('vpl_survey_complete', 'Final Survey & Marking Complete'), - ('vpl_lift_ordered', 'Lift Ordered'), - ('vpl_concrete_poured', 'Concrete Base Poured'), - ('vpl_concrete_curing', 'Concrete Curing'), - ('vpl_install_complete', 'Lift & Safety Gate Installed'), - # --- Ceiling Lift stages --- - ('cl_marking_done', 'Lift Marking Completed'), - ('cl_anchors_installed', 'Anchors Installed'), - ('cl_curing', 'Epoxy Curing (24 hrs)'), - ('cl_track_installed', 'Track & Lift Installed'), - ('cl_safety_tested', 'Safety & Deflection Tests Passed'), - ('cl_ready_for_use', 'Ready for Use'), - # --- Ramp stages --- - ('rp_permit_check', 'Checking Municipality Permit'), - ('rp_permit_obtained', 'Permit Obtained'), - ('rp_ordered', 'Ramp Ordered'), - ('rp_received', 'Ramp Received in Warehouse'), - ('rp_install_scheduled', 'Installation Scheduled'), - ('rp_install_complete', 'Installation Complete'), - # --- Bathroom Modification stages --- - ('br_demolition', 'Demolition of Existing Bathroom'), - ('br_design_changes', 'Final Design Changes Discussed'), - ('br_construction', 'Construction in Progress'), - ('br_construction_done', 'Construction Finished'), - ('br_safety_check', 'Safety Check Complete'), - ('br_ready_for_use', 'Ready for Use'), - # --- Common --- - ('completed', 'Stage Completed'), - ('on_hold', 'On Hold'), - ], - string='Production Stage', - tracking=True, - help='Detailed production/installation stage for the product', - ) - - # --- Follow-up tracking --- - x_fc_mod_last_followup_date = fields.Date( - string='Last Follow-up Date', - help='Date of the last follow-up call or email', - ) - x_fc_mod_next_followup_date = fields.Date( - string='Next Follow-up Date', - help='Scheduled date for the next follow-up', - ) - x_fc_mod_followup_count = fields.Integer( - string='Follow-up Count', - default=0, - help='Number of follow-up attempts made', - ) - x_fc_mod_followup_escalated = fields.Boolean( - string='Follow-up Escalated', - default=False, - help='True if an automatic follow-up email was sent because activity was not completed', - ) - - # --- MOD Audit Trail dates --- - x_fc_mod_assessment_scheduled_date = fields.Date(string='Assessment Scheduled', tracking=True) - x_fc_mod_assessment_completed_date = fields.Date(string='Assessment Completed', tracking=True) - x_fc_mod_drawing_submitted_date = fields.Date(string='Drawing Submitted', tracking=True) - x_fc_mod_application_submitted_date = fields.Date( - string='Application Submitted to MOD', - tracking=True, - help='Date the application/proposal was submitted to March of Dimes for funding review', - ) - x_fc_mod_pca_received_date = fields.Date(string='PCA Received', tracking=True) - x_fc_mod_production_started_date = fields.Date(string='Production Started', tracking=True) - x_fc_mod_project_completed_date = fields.Date(string='Project Completed', tracking=True) - x_fc_mod_pod_submitted_date = fields.Date(string='POD Submitted', tracking=True) - x_fc_mod_case_closed_date = fields.Date(string='Case Closed', tracking=True) - - # Trail computed booleans - x_fc_mod_trail_assessment_done = fields.Boolean(compute='_compute_mod_audit_trail') - x_fc_mod_trail_drawing_done = fields.Boolean(compute='_compute_mod_audit_trail') - x_fc_mod_trail_app_submitted = fields.Boolean(compute='_compute_mod_audit_trail') - x_fc_mod_trail_funding_approved = fields.Boolean(compute='_compute_mod_audit_trail') - x_fc_mod_trail_pca_received = fields.Boolean(compute='_compute_mod_audit_trail') - x_fc_mod_trail_production_started = fields.Boolean(compute='_compute_mod_audit_trail') - x_fc_mod_trail_project_completed = fields.Boolean(compute='_compute_mod_audit_trail') - x_fc_mod_trail_pod_sent = fields.Boolean(compute='_compute_mod_audit_trail') - x_fc_mod_trail_case_closed = fields.Boolean(compute='_compute_mod_audit_trail') - - @api.depends('x_fc_mod_assessment_completed_date', 'x_fc_mod_drawing_submitted_date', - 'x_fc_mod_application_submitted_date', 'x_fc_case_approved', - 'x_fc_mod_pca_received_date', 'x_fc_mod_production_started_date', - 'x_fc_mod_project_completed_date', 'x_fc_mod_pod_submitted_date', - 'x_fc_mod_case_closed_date') - def _compute_mod_audit_trail(self): - for order in self: - order.x_fc_mod_trail_assessment_done = bool(order.x_fc_mod_assessment_completed_date) - order.x_fc_mod_trail_drawing_done = bool(order.x_fc_mod_drawing_submitted_date) - order.x_fc_mod_trail_app_submitted = bool(order.x_fc_mod_application_submitted_date) - order.x_fc_mod_trail_funding_approved = bool(order.x_fc_case_approved) - order.x_fc_mod_trail_pca_received = bool(order.x_fc_mod_pca_received_date) - order.x_fc_mod_trail_production_started = bool(order.x_fc_mod_production_started_date) - order.x_fc_mod_trail_project_completed = bool(order.x_fc_mod_project_completed_date) - order.x_fc_mod_trail_pod_sent = bool(order.x_fc_mod_pod_submitted_date) - order.x_fc_mod_trail_case_closed = bool(order.x_fc_mod_case_closed_date) - - # --- Computed helpers --- - x_fc_show_mod_fields = fields.Boolean( - compute='_compute_show_mod_fields', - string='Show MOD Fields', - ) - x_fc_is_mod_sale = fields.Boolean( - compute='_compute_is_mod_sale', - string='Is MOD Sale', - ) - - @api.depends('x_fc_sale_type') - def _compute_show_mod_fields(self): - """Compute whether to show March of Dimes case fields.""" - for order in self: - order.x_fc_show_mod_fields = order.x_fc_sale_type == 'march_of_dimes' - - @api.depends('x_fc_sale_type') - def _compute_is_mod_sale(self): - """Compute if this is a March of Dimes sale.""" - for order in self: - order.x_fc_is_mod_sale = order.x_fc_sale_type == 'march_of_dimes' - - def _is_mod_sale(self): - """Helper: check if this order is a March of Dimes sale.""" - self.ensure_one() - return self.x_fc_sale_type == 'march_of_dimes' - - # ========================================================================== - # ODSP (Ontario Disability Support Program) FIELDS - # ========================================================================== - x_fc_odsp_division = fields.Selection( - selection=[ - ('standard', 'ODSP Standard'), - ('sa_mobility', 'SA Mobility'), - ('ontario_works', 'Ontario Works'), - ], - string='ODSP Division', - tracking=True, - help='ODSP sub-division handling this case', - ) - x_fc_is_odsp_sale = fields.Boolean( - compute='_compute_is_odsp_sale', - store=True, - string='Is ODSP Sale', - help='True when sale type is ODSP or ADP-ODSP', - ) - x_fc_odsp_member_id = fields.Char( - related='partner_id.x_fc_odsp_member_id', - string='ODSP Member ID', - readonly=False, - store=True, - help='ODSP Member ID from contact (editable per order)', - ) - x_fc_odsp_office_id = fields.Many2one( - 'res.partner', - string='ODSP Office', - tracking=True, - domain="[('x_fc_contact_type', '=', 'odsp_office')]", - help='ODSP office handling this case', - ) - x_fc_odsp_case_worker_name = fields.Char( - string='ODSP Case Worker', - tracking=True, - help='Case worker name for this order', - ) - - # --- SA Mobility status --- - x_fc_sa_status = fields.Selection( - selection=[ - ('quotation', 'Quotation'), - ('form_ready', 'SA Form Ready'), - ('submitted_to_sa', 'Submitted to SA Mobility'), - ('pre_approved', 'Pre-Approved'), - ('ready_delivery', 'Ready for Delivery'), - ('delivered', 'Delivered'), - ('pod_submitted', 'POD Submitted'), - ('payment_received', 'Payment Received'), - ('case_closed', 'Case Closed'), - ('on_hold', 'On Hold'), - ('cancelled', 'Cancelled'), - ('denied', 'Denied'), - ], - string='SA Mobility Status', - default='quotation', - tracking=True, - group_expand='_expand_sa_statuses', - ) - - @api.model - def _expand_sa_statuses(self, states, domain): - main = [ - 'quotation', 'form_ready', 'submitted_to_sa', - 'pre_approved', 'ready_delivery', 'delivered', - 'pod_submitted', 'payment_received', 'case_closed', - ] - result = list(main) - for s in (states or []): - if s and s not in result: - result.append(s) - return result - - # --- Standard ODSP status --- - x_fc_odsp_std_status = fields.Selection( - selection=[ - ('quotation', 'Quotation'), - ('submitted_to_odsp', 'Submitted to ODSP'), - ('pre_approved', 'Pre-Approved'), - ('ready_delivery', 'Ready for Delivery'), - ('delivered', 'Delivered'), - ('pod_submitted', 'POD Submitted'), - ('payment_received', 'Payment Received'), - ('case_closed', 'Case Closed'), - ('on_hold', 'On Hold'), - ('cancelled', 'Cancelled'), - ('denied', 'Denied'), - ], - string='ODSP Status', - default='quotation', - tracking=True, - group_expand='_expand_odsp_std_statuses', - ) - - @api.model - def _expand_odsp_std_statuses(self, states, domain): - main = [ - 'quotation', 'submitted_to_odsp', - 'pre_approved', 'ready_delivery', 'delivered', - 'pod_submitted', 'payment_received', 'case_closed', - ] - result = list(main) - for s in (states or []): - if s and s not in result: - result.append(s) - return result - - # --- Ontario Works status --- - x_fc_ow_status = fields.Selection( - selection=[ - ('quotation', 'Quotation'), - ('documents_ready', 'Documents Ready'), - ('submitted_to_ow', 'Submitted to Ontario Works'), - ('payment_received', 'Payment Received'), - ('ready_delivery', 'Ready for Delivery'), - ('delivered', 'Delivered'), - ('case_closed', 'Case Closed'), - ('on_hold', 'On Hold'), - ('cancelled', 'Cancelled'), - ('denied', 'Denied'), - ], - string='Ontario Works Status', - default='quotation', - tracking=True, - group_expand='_expand_ow_statuses', - ) - - @api.model - def _expand_ow_statuses(self, states, domain): - main = [ - 'quotation', 'documents_ready', 'submitted_to_ow', - 'payment_received', 'ready_delivery', 'delivered', - 'case_closed', - ] - result = list(main) - for s in (states or []): - if s and s not in result: - result.append(s) - return result - - # --- Division-to-status field mapping --- - _ODSP_STATUS_FIELD_MAP = { - 'sa_mobility': 'x_fc_sa_status', - 'standard': 'x_fc_odsp_std_status', - 'ontario_works': 'x_fc_ow_status', - } - - def _get_odsp_status_field(self): - """Return the status field name for this order's division.""" - self.ensure_one() - return self._ODSP_STATUS_FIELD_MAP.get( - self.x_fc_odsp_division, 'x_fc_odsp_std_status') - - def _get_odsp_status(self): - """Return the current division-specific status value.""" - self.ensure_one() - return getattr(self, self._get_odsp_status_field(), '') or '' - - # --- ODSP computed helpers --- - x_fc_show_odsp_fields = fields.Boolean( - compute='_compute_show_odsp_fields', - string='Show ODSP Fields', - ) - - @api.depends('x_fc_sale_type') - def _compute_is_odsp_sale(self): - """Compute if this is an ODSP sale.""" - for order in self: - order.x_fc_is_odsp_sale = order.x_fc_sale_type in ('odsp', 'adp_odsp') - - @api.depends('x_fc_sale_type') - def _compute_show_odsp_fields(self): - """Compute whether to show ODSP case fields.""" - for order in self: - order.x_fc_show_odsp_fields = order.x_fc_sale_type in ('odsp', 'adp_odsp') - - def _is_odsp_sale(self): - """Helper: check if this order is an ODSP sale.""" - self.ensure_one() - return self.x_fc_sale_type in ('odsp', 'adp_odsp') - - @api.onchange('partner_id') - def _onchange_partner_odsp_case_worker(self): - """Auto-populate ODSP case worker from partner when partner changes.""" - if self.partner_id and self.partner_id.x_fc_case_worker_id: - self.x_fc_odsp_case_worker_name = self.partner_id.x_fc_case_worker_id.name - - # --- SA Mobility form data (persisted for wizard reuse) --- - x_fc_sa_relationship = fields.Selection([ - ('self', 'Self'), ('spouse', 'Spouse'), ('dependent', 'Dependent'), - ], string='SA Relationship', default='self') - x_fc_sa_device_type = fields.Selection([ - ('manual_wheelchair', 'Manual Wheelchair'), - ('high_tech_wheelchair', 'High Technology Wheelchair'), - ('mobility_scooter', 'Mobility Scooter'), - ('walker', 'Walker'), - ('lifting_device', 'Lifting Device'), - ('other', 'Other'), - ], string='SA Device Type') - x_fc_sa_device_other = fields.Char(string='SA Device Other Description') - x_fc_sa_serial_number = fields.Char(string='SA Serial Number') - x_fc_sa_year = fields.Char(string='SA Year') - x_fc_sa_make = fields.Char(string='SA Make') - x_fc_sa_model = fields.Char(string='SA Model') - x_fc_sa_warranty = fields.Boolean(string='SA Warranty in Effect') - x_fc_sa_warranty_desc = fields.Char(string='SA Warranty Description') - x_fc_sa_after_hours = fields.Boolean(string='SA After-hours Work') - x_fc_sa_request_type = fields.Selection([ - ('batteries', 'Batteries'), ('repair', 'Repair / Maintenance'), - ], string='SA Request Type', default='repair') - x_fc_sa_notes = fields.Text(string='SA Notes / Comments') - - # --- SA Mobility signature fields --- - x_fc_sa_client_name = fields.Char( - string='SA Client Name (Printed)', - help='Client printed name on SA Mobility form Page 2', - ) - x_fc_sa_client_signature = fields.Binary( - string='SA Client Signature', - help='Client signature image on SA Mobility form Page 2', - ) - x_fc_sa_client_signed_date = fields.Date( - string='SA Signed Date', - ) - x_fc_sa_signed_form = fields.Binary( - string='SA Signed Form', - help='Final signed SA Mobility PDF', - ) - x_fc_sa_signed_form_filename = fields.Char( - string='SA Signed Form Filename', - ) - x_fc_sa_physical_signed_copy = fields.Binary( - string='Physical Signed Copy', - attachment=True, - help='Upload a scanned/photographed copy of the physically signed SA Mobility form. ' - 'Use this when the client signs a paper copy instead of the digital e-signature.', - ) - x_fc_sa_physical_signed_copy_filename = fields.Char( - string='Physical Copy Filename', - ) - # --- SA Mobility approval form fields --- - x_fc_sa_approval_form = fields.Binary( - string='SA Approval Form', - help='ODSP approval PDF uploaded during pre-approval', - ) - x_fc_sa_approval_form_filename = fields.Char( - string='SA Approval Form Filename', - ) - x_fc_sa_signature_page = fields.Integer( - string='Signature Page', - default=2, - help='Page number in approval form where signature should be placed (1-indexed)', - ) - - # --- Ontario Works document fields --- - x_fc_ow_discretionary_form = fields.Binary( - string='Discretionary Benefits Form', - attachment=True, - help='Auto-populated when the Discretionary Benefits form is generated via wizard.', - ) - x_fc_ow_discretionary_form_filename = fields.Char( - string='Discretionary Form Filename', - ) - x_fc_ow_authorizer_letter = fields.Binary( - string='Authorizer Letter', - attachment=True, - help='Optional authorizer letter for this Ontario Works case.', - ) - x_fc_ow_authorizer_letter_filename = fields.Char( - string='Authorizer Letter Filename', - ) - - # --- Standard ODSP document fields --- - x_fc_odsp_approval_document = fields.Binary( - string='ODSP Approval Document', - attachment=True, - help='Upload the approval document received from ODSP.', - ) - x_fc_odsp_approval_document_filename = fields.Char( - string='Approval Document Filename', - ) - x_fc_odsp_authorizer_letter = fields.Binary( - string='Authorizer Letter', - attachment=True, - help='Optional authorizer letter for this ODSP case.', - ) - x_fc_odsp_authorizer_letter_filename = fields.Char( - string='Authorizer Letter Filename', - ) - - def action_open_sa_mobility_wizard(self): - """Open the SA Mobility form filling wizard.""" - self.ensure_one() - return { - 'name': 'SA Mobility Form', - 'type': 'ir.actions.act_window', - 'res_model': 'fusion_claims.sa.mobility.wizard', - 'view_mode': 'form', - 'target': 'new', - 'context': {'active_id': self.id}, - } - - def action_open_discretionary_wizard(self): - """Open the Discretionary Benefits form filling wizard.""" - self.ensure_one() - return { - 'name': 'Discretionary Benefits Form', - 'type': 'ir.actions.act_window', - 'res_model': 'fusion_claims.discretionary.benefit.wizard', - 'view_mode': 'form', - 'target': 'new', - 'context': {'active_id': self.id}, - } - - def action_open_submit_to_odsp_wizard(self): - """Open the Submit to ODSP wizard (quotation + authorizer letter).""" - self.ensure_one() - return { - 'name': 'Submit to ODSP', - 'type': 'ir.actions.act_window', - 'res_model': 'fusion_claims.submit.to.odsp.wizard', - 'view_mode': 'form', - 'target': 'new', - 'context': {'active_id': self.id}, - } - - # --- ODSP workflow step actions --- - - def _odsp_advance_status(self, new_status, log_message): - """Advance the division-specific ODSP status and log to chatter.""" - self.ensure_one() - field = self._get_odsp_status_field() - setattr(self, field, new_status) - self.message_post(body=log_message, message_type='comment') - - def action_odsp_submitted(self): - self.ensure_one() - self._odsp_advance_status('submitted_to_odsp', "Application submitted to ODSP.") - - def action_odsp_submitted_ow(self): - self.ensure_one() - self._odsp_advance_status('submitted_to_ow', "Application submitted to Ontario Works.") - - def action_odsp_pre_approved(self): - self.ensure_one() - if self.x_fc_odsp_division in ('sa_mobility', 'standard'): - return { - 'type': 'ir.actions.act_window', - 'name': 'Upload ODSP Approval Document', - 'res_model': 'fusion_claims.odsp.pre.approved.wizard', - 'view_mode': 'form', - 'target': 'new', - 'context': {'active_id': self.id}, - } - self._odsp_advance_status('pre_approved', "ODSP pre-approval received.") - - def action_odsp_ready_delivery(self): - self.ensure_one() - if self.x_fc_odsp_division == 'sa_mobility' and self.x_fc_sa_approval_form: - return { - 'type': 'ir.actions.act_window', - 'name': 'Ready for Delivery - Signature Setup', - 'res_model': 'fusion_claims.odsp.ready.delivery.wizard', - 'view_mode': 'form', - 'target': 'new', - 'context': {'active_id': self.id}, - } - if self.x_fc_odsp_division in ('ontario_works', 'standard'): - return { - 'name': 'Schedule Delivery Task', - 'type': 'ir.actions.act_window', - 'res_model': 'fusion.technician.task', - 'view_mode': 'form', - 'target': 'new', - 'context': { - 'default_task_type': 'delivery', - 'default_sale_order_id': self.id, - 'default_partner_id': self.partner_id.id, - 'default_pod_required': True, - 'mark_odsp_ready_for_delivery': True, - }, - } - self._odsp_advance_status('ready_delivery', "Order is ready for delivery.") - - def action_odsp_delivered(self): - self.ensure_one() - if self.x_fc_odsp_division == 'sa_mobility': - has_signed_form = self.x_fc_sa_signed_form or self.x_fc_sa_physical_signed_copy - if has_signed_form: - self._odsp_advance_status('delivered', - "Delivery completed. SA form is signed.") - else: - self._odsp_advance_status('delivered', "Delivery completed.") - else: - self._odsp_advance_status('delivered', "Delivery completed.") - - def action_odsp_pod_submitted(self): - self.ensure_one() - if self.x_fc_odsp_division == 'sa_mobility': - self._sa_mobility_submit_documents() - elif self.x_fc_odsp_division == 'standard': - self._odsp_std_submit_documents() - self._odsp_advance_status('pod_submitted', "Proof of Delivery submitted to ODSP.") - - def _sa_mobility_submit_documents(self): - """Collect signed SA form, internal POD, and invoice, then email to SA Mobility.""" - self.ensure_one() - import base64 - Attachment = self.env['ir.attachment'].sudo() - att_ids = [] - att_names = [] - - # 1. Signed SA Form -- reuse existing attachment created by attachment=True - signed_field = 'x_fc_sa_signed_form' if self.x_fc_sa_signed_form else ( - 'x_fc_sa_physical_signed_copy' if self.x_fc_sa_physical_signed_copy else None) - if signed_field: - att = Attachment.search([ - ('res_model', '=', 'sale.order'), - ('res_id', '=', self.id), - ('res_field', '=', signed_field), - ], order='id desc', limit=1) - if att: - att_ids.append(att.id) - att_names.append('Signed SA Form') - - # 2. Internal POD -- generate on-the-fly from the standard report - try: - pod_pdf, pod_fname = self._get_sa_pod_pdf() - att = Attachment.create({ - 'name': pod_fname, - 'type': 'binary', - 'datas': base64.b64encode(pod_pdf), - 'res_model': 'sale.order', - 'res_id': self.id, - }) - att_ids.append(att.id) - att_names.append('Proof of Delivery') - except Exception as e: - _logger.warning("Could not generate POD PDF for %s: %s", self.name, e) - - # 3. Invoice PDF -- generate from the latest posted invoice - invoices = self.invoice_ids.filtered(lambda inv: inv.state == 'posted') - if invoices: - invoice = invoices[0] - try: - report = self.env.ref('account.account_invoices') - pdf_content, _ct = report._render_qweb_pdf(report.id, [invoice.id]) - att = Attachment.create({ - 'name': f'Invoice_{invoice.name}.pdf', - 'type': 'binary', - 'datas': base64.b64encode(pdf_content), - 'res_model': 'sale.order', - 'res_id': self.id, - }) - att_ids.append(att.id) - att_names.append(f'Invoice ({invoice.name})') - except Exception as e: - _logger.warning("Could not generate invoice PDF for %s: %s", self.name, e) - - self._send_sa_mobility_completion_email(attachment_ids=att_ids) - - if att_names: - self.message_post( - body=Markup( - '
'
- 'Documents submitted to SA Mobility'
- '
'
- ),
- message_type='notification',
- subtype_xmlid='mail.mt_note',
- )
-
- def _odsp_std_submit_documents(self):
- """Standard ODSP: collect approval doc, POD, and invoice, then email to ODSP office."""
- self.ensure_one()
- import base64
- Attachment = self.env['ir.attachment'].sudo()
- att_ids = []
- att_names = []
-
- # 1. Approval document
- if self.x_fc_odsp_approval_document:
- att = Attachment.search([
- ('res_model', '=', 'sale.order'),
- ('res_id', '=', self.id),
- ('res_field', '=', 'x_fc_odsp_approval_document'),
- ], order='id desc', limit=1)
- if att:
- att_ids.append(att.id)
- att_names.append('ODSP Approval Document')
-
- # 2. Internal POD
- try:
- pod_pdf, pod_fname = self._get_sa_pod_pdf()
- att = Attachment.create({
- 'name': pod_fname,
- 'type': 'binary',
- 'datas': base64.b64encode(pod_pdf),
- 'res_model': 'sale.order',
- 'res_id': self.id,
- })
- att_ids.append(att.id)
- att_names.append('Proof of Delivery')
- except Exception as e:
- _logger.warning("Could not generate POD PDF for %s: %s", self.name, e)
-
- # 3. Invoice PDF
- invoices = self.invoice_ids.filtered(lambda inv: inv.state == 'posted')
- if not invoices:
- if self.state != 'sale':
- self.action_confirm()
- invoices = self._create_invoices()
- invoices.write({'x_fc_source_sale_order_id': self.id})
- if invoices:
- invoice = invoices[0]
- try:
- report = self.env.ref('account.account_invoices')
- pdf_content, _ct = report._render_qweb_pdf(report.id, [invoice.id])
- att = Attachment.create({
- 'name': f'Invoice_{invoice.name}.pdf',
- 'type': 'binary',
- 'datas': base64.b64encode(pdf_content),
- 'res_model': 'sale.order',
- 'res_id': self.id,
- })
- att_ids.append(att.id)
- att_names.append(f'Invoice ({invoice.name})')
- except Exception as e:
- _logger.warning("Could not generate invoice PDF for %s: %s", self.name, e)
-
- self._send_odsp_submission_email(attachment_ids=att_ids)
-
- if att_names:
- self.message_post(
- body=Markup(
- '- '
- + ''.join(f'
'
- 'Documents submitted to ODSP'
- '
'
- ),
- message_type='notification',
- subtype_xmlid='mail.mt_note',
- )
-
- def action_odsp_payment_received(self):
- self.ensure_one()
- if self.x_fc_odsp_division == 'ontario_works':
- return self._ow_payment_create_invoice()
- self._odsp_advance_status('payment_received', "Payment received from ODSP.")
-
- def _ow_payment_create_invoice(self):
- """Ontario Works: create invoice from SO, advance status, open invoice."""
- self.ensure_one()
- if self.state != 'sale':
- self.action_confirm()
-
- invoice = self._create_invoices()
- invoice.write({'x_fc_source_sale_order_id': self.id})
-
- self._odsp_advance_status('payment_received',
- "Ontario Works payment confirmed. Invoice %s created." % invoice.name)
-
- return {
- 'type': 'ir.actions.act_window',
- 'name': 'Invoice',
- 'res_model': 'account.move',
- 'view_mode': 'form',
- 'res_id': invoice.id,
- 'target': 'current',
- }
-
- def action_odsp_close_case(self):
- self.ensure_one()
- self._odsp_advance_status('case_closed', "ODSP case closed.")
-
- def action_odsp_on_hold(self):
- self.ensure_one()
- self._odsp_advance_status('on_hold', "ODSP case placed on hold.")
-
- def action_odsp_resume(self):
- """Resume from on_hold -- go back to the previous logical status."""
- self.ensure_one()
- self._odsp_advance_status('quotation', "ODSP case resumed.")
-
- def action_odsp_denied(self):
- self.ensure_one()
- self._odsp_advance_status('denied', "ODSP application denied.")
-
- def action_sign_sa_mobility_form(self):
- """Overlay client signature onto Page 2 of the approved SA Mobility form.
-
- Uses the PDFTemplateFiller overlay approach:
- - Reads the last attached SA Mobility form
- - Overlays client printed name, signature image, and date on Page 2
- - Stores result in x_fc_sa_signed_form
- """
- self.ensure_one()
- if not self.x_fc_sa_client_signature:
- from odoo.exceptions import UserError
- raise UserError("Client signature is required to sign the SA Mobility form.")
-
- # Find the most recent SA Mobility form attachment
- attachment = self.env['ir.attachment'].search([
- ('res_model', '=', 'sale.order'),
- ('res_id', '=', self.id),
- ('name', 'like', 'SA_Mobility_Form_'),
- ], order='create_date desc', limit=1)
-
- if not attachment:
- from odoo.exceptions import UserError
- raise UserError("No SA Mobility form found. Please fill the form first.")
-
- import base64
- from io import BytesIO
- try:
- from reportlab.pdfgen import canvas as rl_canvas
- from reportlab.lib.utils import ImageReader
- from odoo.tools.pdf import PdfFileReader, PdfFileWriter
- except ImportError:
- from odoo.exceptions import UserError
- raise UserError("Required PDF libraries not available.")
-
- # Read the existing filled form
- pdf_bytes = base64.b64decode(attachment.datas)
- original = PdfFileReader(BytesIO(pdf_bytes))
- output = PdfFileWriter()
- num_pages = original.getNumPages()
-
- for page_idx in range(num_pages):
- page = original.getPage(page_idx)
-
- if page_idx == 1: # Page 2 (0-based index)
- page_w = float(page.mediaBox.getWidth())
- page_h = float(page.mediaBox.getHeight())
-
- overlay_buf = BytesIO()
- c = rl_canvas.Canvas(overlay_buf, pagesize=(page_w, page_h))
-
- # Text103 area - client printed name (upper confirmation line)
- if self.x_fc_sa_client_name:
- c.setFont('Helvetica', 11)
- c.drawString(180, page_h - 180, self.x_fc_sa_client_name)
-
- # Text104 area - printed name on lower line
- if self.x_fc_sa_client_name:
- c.setFont('Helvetica', 11)
- c.drawString(72, page_h - 560, self.x_fc_sa_client_name)
-
- # Text105 area - date
- if self.x_fc_sa_client_signed_date:
- from odoo import fields as odoo_fields
- date_str = odoo_fields.Date.to_string(self.x_fc_sa_client_signed_date)
- c.setFont('Helvetica', 11)
- c.drawString(350, page_h - 560, date_str)
-
- # Signature image overlay on the signature line
- if self.x_fc_sa_client_signature:
- sig_data = base64.b64decode(self.x_fc_sa_client_signature)
- sig_image = ImageReader(BytesIO(sig_data))
- c.drawImage(sig_image, 72, page_h - 540, width=200, height=50,
- preserveAspectRatio=True, mask='auto')
-
- c.save()
- overlay_buf.seek(0)
- overlay_pdf = PdfFileReader(overlay_buf)
- page.mergePage(overlay_pdf.getPage(0))
-
- output.addPage(page)
-
- result_buf = BytesIO()
- output.write(result_buf)
- signed_pdf = result_buf.getvalue()
-
- filename = f'SA_Mobility_Signed_{self.name}.pdf'
- self.write({
- 'x_fc_sa_signed_form': base64.b64encode(signed_pdf),
- 'x_fc_sa_signed_form_filename': filename,
- })
-
- self.message_post(
- body="SA Mobility form signed by client: %s" % self.x_fc_sa_client_name,
- message_type='comment',
- )
-
- return {'type': 'ir.actions.act_window_close'}
-
- def _apply_pod_signature_to_approval_form(self):
- """Auto-overlay POD signature onto the ODSP approval form.
-
- Uses the ODSP PDF Template (fusion.pdf.template, category=odsp) for
- field positions, and the per-case signature page number.
- """
- self.ensure_one()
- if not all([
- self.x_fc_odsp_division == 'sa_mobility',
- self.x_fc_sa_approval_form,
- self.x_fc_sa_signature_page,
- self.x_fc_pod_signature,
- ]):
- return
-
- import base64
- from odoo.addons.fusion_authorizer_portal.utils.pdf_filler import PDFTemplateFiller
-
- tpl = self.env['fusion.pdf.template'].search([
- ('category', '=', 'odsp'), ('state', '=', 'active'),
- ], limit=1)
- if not tpl:
- _logger.warning("No active ODSP PDF template found for signing %s", self.name)
- return
-
- sig_page = self.x_fc_sa_signature_page or 2
-
- fields_by_page = {}
- for field in tpl.field_ids.filtered(lambda f: f.is_active):
- page = sig_page
- if page not in fields_by_page:
- fields_by_page[page] = []
- fields_by_page[page].append({
- 'field_name': field.name,
- 'field_key': field.field_key or field.name,
- 'pos_x': field.pos_x,
- 'pos_y': field.pos_y,
- 'width': field.width,
- 'height': field.height,
- 'field_type': field.field_type,
- 'font_size': field.font_size,
- 'font_name': field.font_name or 'Helvetica',
- 'text_align': field.text_align or 'left',
- })
-
- client_name = self.x_fc_pod_client_name or self.x_fc_sa_client_name or self.partner_id.name or ''
- sign_date = self.x_fc_pod_signature_date or self.x_fc_sa_client_signed_date
- context_data = {
- 'sa_client_name': client_name,
- 'sa_sign_date': sign_date.strftime('%b %d, %Y') if sign_date else '',
- }
- signatures = {
- 'sa_signature': base64.b64decode(self.x_fc_pod_signature),
- }
-
- pdf_bytes = base64.b64decode(self.x_fc_sa_approval_form)
- try:
- signed_pdf = PDFTemplateFiller.fill_template(
- pdf_bytes, fields_by_page, context_data, signatures,
- )
- except Exception as e:
- _logger.error("Failed to apply signature to approval form for %s: %s", self.name, e)
- return
-
- filename = f'SA_Approval_Signed_{self.name}.pdf'
- self.with_context(skip_pod_signature_hook=True).write({
- 'x_fc_sa_signed_form': base64.b64encode(signed_pdf),
- 'x_fc_sa_signed_form_filename': filename,
- })
-
- att = self.env['ir.attachment'].create({
- 'name': filename,
- 'type': 'binary',
- 'datas': base64.b64encode(signed_pdf),
- 'res_model': 'sale.order',
- 'res_id': self.id,
- 'mimetype': 'application/pdf',
- })
- self.message_post(
- body="POD signature applied to ODSP approval form (page %s)." % sig_page,
- message_type='comment',
- attachment_ids=[att.id],
- )
- _logger.info("POD signature applied to approval form for %s", self.name)
-
- # ==========================================================================
- # DELIVERY STATUS FIELDS
- # ==========================================================================
- x_fc_delivery_status = fields.Selection(
- selection=[
- ('waiting', 'Waiting'),
- ('waiting_approval', 'Waiting for Approval'),
- ('ready', 'Ready for Delivery'),
- ('scheduled', 'Delivery Scheduled'),
- ('shipped_warehouse', 'Shipped to Warehouse'),
- ('received_warehouse', 'Received in Warehouse'),
- ('delivered', 'Delivered'),
- ('hold', 'Hold'),
- ('cancelled', 'Cancelled'),
- ],
- string='Delivery Status',
- tracking=True,
- help='Current delivery status of the order',
- )
-
- x_fc_delivery_datetime = fields.Datetime(
- string='Delivery Date & Time',
- tracking=True,
- help='Scheduled or actual delivery date and time',
- )
-
- # Computed field to show/hide delivery datetime
- x_fc_show_delivery_datetime = fields.Boolean(
- compute='_compute_show_delivery_datetime',
- string='Show Delivery DateTime',
- )
-
- @api.depends('x_fc_delivery_status')
- def _compute_show_delivery_datetime(self):
- """Compute whether to show delivery datetime field."""
- for order in self:
- order.x_fc_show_delivery_datetime = order.x_fc_delivery_status in ('scheduled', 'delivered')
-
- # ==========================================================================
- # ADP CLAIM FIELDS
- # ==========================================================================
- x_fc_claim_number = fields.Char(
- string='Claim Number',
- tracking=True,
- copy=False,
- help='ADP Claim Number assigned after submission',
- )
- x_fc_client_ref_1 = fields.Char(
- string='Client Reference 1',
- help='Primary client reference (e.g., Health Card Number)',
- )
- x_fc_client_ref_2 = fields.Char(
- string='Client Reference 2',
- help='Secondary client reference',
- )
- x_fc_adp_delivery_date = fields.Date(
- string='ADP Delivery Date',
- help='Date the product was delivered to the client (for ADP billing)',
- )
- x_fc_service_start_date = fields.Date(
- string='Service Start Date',
- help='Service period start date (optional, for rentals/services)',
- )
- x_fc_service_end_date = fields.Date(
- string='Service End Date',
- help='Service period end date (optional, for rentals/services)',
- )
- x_fc_authorizer_id = fields.Many2one(
- 'res.partner',
- string='Authorizer',
- help='Authorizer contact for this order',
- domain="[('is_company', '=', False)]",
- )
-
- x_fc_primary_serial = fields.Char(
- string='Primary Serial Number',
- help='Primary serial number for the order (header level). '
- 'Line-level serials are tracked on individual order lines.',
- copy=False,
- )
-
- # ==========================================================================
- # ADP WORKFLOW STATUS (Legacy - keeping for backward compatibility)
- # ==========================================================================
- x_fc_adp_status = fields.Selection(
- selection=[
- ('quote', 'Quote'),
- ('submitted', 'Submitted to ADP'),
- ('approved', 'ADP Approved'),
- ('client_paid', 'Client Paid (25%)'),
- ('delivered', 'Delivered'),
- ('billed', 'Billed to ADP (75%)'),
- ('closed', 'Closed'),
- ],
- string='ADP Status (Legacy)',
- default='quote',
- tracking=True,
- help='Legacy status field - use x_fc_adp_application_status instead',
- )
-
- # ==========================================================================
- # ADP APPLICATION STATUS (New comprehensive status field)
- # ==========================================================================
- x_fc_adp_application_status = fields.Selection(
- selection=[
- ('quotation', 'Quotation Stage'),
- ('assessment_scheduled', 'Assessment Scheduled'),
- ('assessment_completed', 'Assessment Completed'),
- ('waiting_for_application', 'Waiting for Application'),
- ('application_received', 'Application Received'),
- ('ready_submission', 'Ready for Submission'),
- ('submitted', 'Application Submitted'),
- ('accepted', 'Accepted by ADP'), # New: ADP accepted submission (within 24 hours)
- ('rejected', 'Rejected by ADP'), # New: ADP rejected submission (errors, need correction)
- ('resubmitted', 'Application Resubmitted'),
- ('needs_correction', 'Application Needs Correction'),
- ('approved', 'Application Approved'),
- ('approved_deduction', 'Approved with Deduction'),
- ('ready_delivery', 'Ready for Delivery'), # After approved OR when early delivery
- ('denied', 'Application Denied'),
- ('withdrawn', 'Application Withdrawn'),
- ('ready_bill', 'Ready to Bill'),
- ('billed', 'Billed to ADP'),
- ('case_closed', 'Case Closed'),
- ('on_hold', 'On Hold'),
- ('cancelled', 'Cancelled'),
- ('expired', 'Application Expired'),
- ],
- string='ADP Application Status',
- default='quotation',
- tracking=True,
- copy=False,
- group_expand='_expand_adp_application_statuses',
- help='Comprehensive ADP application workflow status',
- )
-
- @api.model
- def _expand_adp_application_statuses(self, states, domain):
- """Return the main workflow statuses for kanban columns.
- Always shows core statuses; special statuses (on_hold, denied, etc.)
- only appear when records exist in them."""
- main = [
- 'quotation', 'assessment_scheduled', 'waiting_for_application',
- 'application_received', 'ready_submission', 'submitted',
- 'needs_correction', 'approved', 'ready_delivery',
- 'ready_bill', 'billed', 'case_closed',
- ]
- # Also include any special status that currently has records
- result = list(main)
- for s in (states or []):
- if s and s not in result:
- result.append(s)
- return result
-
- x_fc_status_sequence = fields.Integer(
- string='Status Sequence',
- compute='_compute_status_sequence',
- store=True,
- index=True,
- help='Numeric workflow order for sorting when grouping by status',
- )
-
- _STATUS_ORDER = {
- 'quotation': 10,
- 'assessment_scheduled': 20,
- 'assessment_completed': 30,
- 'waiting_for_application': 40,
- 'application_received': 50,
- 'ready_submission': 60,
- 'submitted': 70,
- 'accepted': 80,
- 'rejected': 85,
- 'resubmitted': 75,
- 'needs_correction': 65,
- 'approved': 90,
- 'approved_deduction': 91,
- 'ready_delivery': 95,
- 'ready_bill': 100,
- 'billed': 110,
- 'case_closed': 120,
- 'on_hold': 130,
- 'denied': 140,
- 'withdrawn': 150,
- 'cancelled': 160,
- 'expired': 170,
- }
-
- @api.depends('x_fc_adp_application_status')
- def _compute_status_sequence(self):
- for order in self:
- order.x_fc_status_sequence = self._STATUS_ORDER.get(
- order.x_fc_adp_application_status, 999
- )
-
- @api.model
- def _read_group(self, domain, groupby=(), aggregates=(), having=(), offset=0, limit=None, order=None):
- """Override to sort groups by workflow order when grouping by ADP status."""
- result = super()._read_group(
- domain, groupby=groupby, aggregates=aggregates,
- having=having, offset=offset, limit=limit, order=order,
- )
- if groupby and groupby[0] == 'x_fc_adp_application_status':
- status_order = self._STATUS_ORDER
- result = sorted(result, key=lambda r: status_order.get(r[0], 999))
- return result
-
- # ==========================================================================
- # SERVICE FLAG (for service start/end date visibility)
- # ==========================================================================
- x_fc_has_service = fields.Boolean(
- string='Is Service?',
- default=False,
- help='Check if this order includes a service component (shows service date fields)',
- )
-
- # ==========================================================================
- # ON HOLD TRACKING
- # ==========================================================================
- x_fc_on_hold_date = fields.Date(
- string='On Hold Since',
- tracking=True,
- help='Date when the application was put on hold',
- )
- x_fc_previous_status_before_hold = fields.Char(
- string='Previous Status Before Hold',
- help='Status before the application was put on hold (for resuming)',
- )
-
- x_fc_status_before_delivery = fields.Char(
- string='Status Before Delivery',
- help='Status before the order was marked Ready for Delivery (for reverting if task cancelled)',
- )
-
- # ==========================================================================
- # DELIVERY TECHNICIAN TRACKING
- # ==========================================================================
- x_fc_early_delivery = fields.Boolean(
- string='Early Delivery',
- default=False,
- tracking=True,
- help='Check if delivery will occur before ADP approval (client pays their portion upfront)',
- )
- x_fc_delivery_technician_ids = fields.Many2many(
- 'res.users',
- 'sale_order_delivery_technician_rel',
- 'sale_order_id',
- 'user_id',
- string='Delivery Technicians',
- tracking=True,
- help='Field technicians assigned to deliver this order',
- )
- x_fc_ready_for_delivery_date = fields.Datetime(
- string='Ready for Delivery Date',
- tracking=True,
- help='Date/time when the order was marked ready for delivery',
- )
- x_fc_scheduled_delivery_datetime = fields.Datetime(
- string='Scheduled Delivery',
- tracking=True,
- help='Scheduled date and time for delivery',
- )
-
- # ==========================================================================
- # REJECTION REASON TRACKING (Initial rejection by ADP - within 24 hours)
- # ==========================================================================
- x_fc_rejection_reason = fields.Selection(
- selection=[
- ('name_correction', 'Name Correction Needed'),
- ('healthcard_correction', 'Health Card Correction Needed'),
- ('duplicate_claim', 'Duplicate Claim Exists'),
- ('xml_format_error', 'XML Format/Validation Error'),
- ('missing_info', 'Missing Required Information'),
- ('other', 'Other'),
- ],
- string='Rejection Reason',
- tracking=True,
- help='Reason for initial rejection by ADP (within 24 hours of submission)',
- )
- x_fc_rejection_reason_other = fields.Text(
- string='Rejection Details',
- tracking=True,
- help='Additional details when rejection reason is "Other"',
- )
- x_fc_rejection_date = fields.Date(
- string='Rejection Date',
- tracking=True,
- help='Date when ADP rejected the submission',
- )
- x_fc_rejection_count = fields.Integer(
- string='Rejection Count',
- default=0,
- help='Number of times this application has been rejected by ADP',
- )
-
- # ==========================================================================
- # DENIAL REASON TRACKING (Funding denied after review - 2-3 weeks)
- # ==========================================================================
- x_fc_denial_reason = fields.Selection(
- selection=[
- ('eligibility', 'Client Eligibility Issues'),
- ('recent_funding', 'Previous Funding Within 5 Years'),
- ('medical_justification', 'Insufficient Medical Justification'),
- ('equipment_not_covered', 'Equipment Not Covered by ADP'),
- ('documentation_incomplete', 'Documentation Incomplete'),
- ('other', 'Other'),
- ],
- string='Denial Reason',
- tracking=True,
- help='Reason for denial of funding by ADP (after 2-3 week review)',
- )
- x_fc_denial_reason_other = fields.Text(
- string='Denial Details',
- tracking=True,
- help='Additional details when denial reason is "Other"',
- )
- x_fc_denial_date = fields.Date(
- string='Denial Date',
- tracking=True,
- help='Date when ADP denied the funding',
- )
-
- # ==========================================================================
- # EMAIL NOTIFICATION TRACKING
- # ==========================================================================
- x_fc_application_reminder_sent = fields.Boolean(
- string='Application Reminder Sent',
- default=False,
- copy=False,
- help='Whether the first application reminder email has been sent',
- )
- x_fc_application_reminder_2_sent = fields.Boolean(
- string='Application Reminder 2 Sent',
- default=False,
- copy=False,
- help='Whether the second application reminder email has been sent',
- )
- x_fc_acceptance_reminder_sent = fields.Boolean(
- string='Acceptance Reminder Sent',
- default=False,
- copy=False,
- help='Whether the acceptance reminder email has been sent for submitted orders',
- )
-
- # ==========================================================================
- # VALIDITY & EXPIRY TRACKING
- # ==========================================================================
- x_fc_assessment_validity_days = fields.Integer(
- string='Assessment Validity (Days)',
- compute='_compute_validity_expiry',
- help='Days remaining before assessment expires (valid for 3 months)',
- )
- x_fc_assessment_expired = fields.Boolean(
- string='Assessment Expired',
- compute='_compute_validity_expiry',
- help='True if assessment is more than 3 months old',
- )
- x_fc_approval_expiry_days = fields.Integer(
- string='Approval Expiry (Days)',
- compute='_compute_validity_expiry',
- help='Days remaining before approval expires (valid for 6 months)',
- )
- x_fc_approval_expired = fields.Boolean(
- string='Approval Expired',
- compute='_compute_validity_expiry',
- help='True if approval is more than 6 months old',
- )
- x_fc_billing_warning = fields.Boolean(
- string='Billing Warning',
- compute='_compute_validity_expiry',
- help='True if more than 1 year since approval (verbal ADP permission needed)',
- )
- x_fc_show_expiry_card = fields.Boolean(
- string='Show Expiry Card',
- compute='_compute_validity_expiry',
- help='True if expiry card should be shown',
- )
-
- @api.depends('x_fc_assessment_end_date', 'x_fc_claim_approval_date', 'x_fc_adp_application_status', 'x_fc_claim_number')
- def _compute_validity_expiry(self):
- """Compute validity and expiry information for assessments and approvals."""
- from datetime import date as date_class
- today = date_class.today()
-
- # Statuses that show expiry card
- expiry_card_statuses = ['approved', 'approved_deduction', 'on_hold']
-
- for order in self:
- # Assessment validity (3 months = 90 days)
- if order.x_fc_assessment_end_date:
- days_since_assessment = (today - order.x_fc_assessment_end_date).days
- order.x_fc_assessment_validity_days = max(0, 90 - days_since_assessment)
- order.x_fc_assessment_expired = days_since_assessment > 90
- else:
- order.x_fc_assessment_validity_days = 0
- order.x_fc_assessment_expired = False
-
- # Approval expiry (6 months = 180 days)
- if order.x_fc_claim_approval_date:
- days_since_approval = (today - order.x_fc_claim_approval_date).days
- order.x_fc_approval_expiry_days = max(0, 180 - days_since_approval)
- order.x_fc_approval_expired = days_since_approval > 180
- # Billing warning (1 year = 365 days)
- order.x_fc_billing_warning = days_since_approval > 365
- else:
- order.x_fc_approval_expiry_days = 0
- order.x_fc_approval_expired = False
- order.x_fc_billing_warning = False
-
- # Show expiry card for approved/approved_deduction/on_hold (with claim number)
- status = order.x_fc_adp_application_status
- if status in expiry_card_statuses and order.x_fc_claim_approval_date:
- # For on_hold, only show if has claim number
- if status == 'on_hold':
- order.x_fc_show_expiry_card = bool(order.x_fc_claim_number)
- else:
- order.x_fc_show_expiry_card = True
- else:
- order.x_fc_show_expiry_card = False
-
- # ==========================================================================
- # WORKFLOW STAGE FLAGS (computed for view visibility)
- # ==========================================================================
- x_fc_stage_after_assessment_initiated = fields.Boolean(
- compute='_compute_workflow_stages',
- string='After Assessment Initiated Stage',
- )
- x_fc_stage_after_assessment_completed = fields.Boolean(
- compute='_compute_workflow_stages',
- string='After Assessment Completed Stage',
- )
- x_fc_stage_after_application_received = fields.Boolean(
- compute='_compute_workflow_stages',
- string='After Application Received Stage',
- )
- x_fc_stage_after_ready_submission = fields.Boolean(
- compute='_compute_workflow_stages',
- string='After Ready Submission Stage',
- )
- x_fc_stage_after_submitted = fields.Boolean(
- compute='_compute_workflow_stages',
- string='After Submitted Stage',
- )
- x_fc_stage_after_accepted = fields.Boolean(
- compute='_compute_workflow_stages',
- string='After Accepted Stage',
- )
- x_fc_stage_after_approved = fields.Boolean(
- compute='_compute_workflow_stages',
- string='After Approved Stage',
- )
- x_fc_stage_after_ready_bill = fields.Boolean(
- compute='_compute_workflow_stages',
- string='After Ready Bill Stage',
- )
- x_fc_stage_after_billed = fields.Boolean(
- compute='_compute_workflow_stages',
- string='After Billed Stage',
- )
- x_fc_requires_previous_funding = fields.Boolean(
- compute='_compute_workflow_stages',
- string='Requires Previous Funding Date',
- )
-
- @api.depends('x_fc_adp_application_status', 'x_fc_reason_for_application')
- def _compute_workflow_stages(self):
- """Compute workflow stage flags for conditional visibility in views.
-
- Terminal statuses (cancelled, denied, withdrawn, expired) should NOT make
- later-stage fields required - only 'on_hold' preserves field requirements
- since the case can resume.
- """
- # Terminal statuses - these end the workflow, no further fields required
- terminal_statuses = ['cancelled', 'denied', 'withdrawn', 'expired']
-
- # On-hold preserves visibility but we handle it specially
- # so fields remain visible but not required
-
- # Define status groups - each list includes the starting status and all subsequent
- after_assessment_initiated_statuses = [
- 'assessment_scheduled', 'assessment_completed', 'waiting_for_application',
- 'application_received',
- 'ready_submission', 'submitted', 'accepted', 'rejected', 'resubmitted', 'needs_correction',
- 'approved', 'approved_deduction',
- 'ready_bill', 'billed', 'case_closed', 'on_hold',
- ]
-
- after_assessment_completed_statuses = [
- 'assessment_completed', 'waiting_for_application', 'application_received',
- 'ready_submission',
- 'submitted', 'accepted', 'rejected', 'resubmitted', 'needs_correction',
- 'approved', 'approved_deduction',
- 'ready_bill', 'billed', 'case_closed', 'on_hold',
- ]
-
- after_application_received_statuses = [
- 'application_received', 'ready_submission', 'submitted', 'accepted', 'rejected',
- 'resubmitted', 'needs_correction', 'approved', 'approved_deduction',
- 'ready_bill', 'billed', 'case_closed', 'on_hold',
- ]
-
- after_ready_submission_statuses = [
- 'ready_submission', 'submitted', 'accepted', 'rejected', 'resubmitted', 'needs_correction',
- 'approved', 'approved_deduction',
- 'ready_bill', 'billed', 'case_closed', 'on_hold',
- ]
-
- after_submitted_statuses = [
- 'submitted', 'accepted', 'rejected', 'resubmitted', 'needs_correction',
- 'approved', 'approved_deduction',
- 'ready_bill', 'billed', 'case_closed', 'on_hold',
- ]
-
- # New: After accepted by ADP (waiting for approval decision)
- after_accepted_statuses = [
- 'accepted', 'approved', 'approved_deduction',
- 'ready_bill', 'billed', 'case_closed', 'on_hold',
- ]
-
- after_approved_statuses = [
- 'approved', 'approved_deduction', 'ready_bill', 'billed', 'case_closed',
- 'on_hold',
- ]
-
- after_ready_bill_statuses = [
- 'ready_bill', 'billed', 'case_closed',
- # NOT on_hold here - if on_hold before ready_bill, these shouldn't be required
- ]
-
- after_billed_statuses = [
- 'billed', 'case_closed',
- ]
-
- # Reasons that DON'T require previous funding date
- no_prev_funding_reasons = ['first_access', 'mod_non_adp']
-
- for order in self:
- status = order.x_fc_adp_application_status or ''
- reason = order.x_fc_reason_for_application or ''
-
- order.x_fc_stage_after_assessment_initiated = status in after_assessment_initiated_statuses
- order.x_fc_stage_after_assessment_completed = status in after_assessment_completed_statuses
- order.x_fc_stage_after_application_received = status in after_application_received_statuses
- order.x_fc_stage_after_ready_submission = status in after_ready_submission_statuses
- order.x_fc_stage_after_submitted = status in after_submitted_statuses
- order.x_fc_stage_after_accepted = status in after_accepted_statuses
- order.x_fc_stage_after_approved = status in after_approved_statuses
- order.x_fc_stage_after_ready_bill = status in after_ready_bill_statuses
- order.x_fc_stage_after_billed = status in after_billed_statuses
- # Previous funding required if reason is set AND not in exempt list
- order.x_fc_requires_previous_funding = bool(reason) and reason not in no_prev_funding_reasons
-
- # ==========================================================================
- # REASON FOR APPLICATION
- # ==========================================================================
- x_fc_reason_for_application = fields.Selection(
- selection=[
- ('first_access', 'First Time Access - NO previous ADP'),
- ('additions', 'Additions'),
- ('mod_non_adp', 'Modification/Upgrade - Original NOT through ADP'),
- ('mod_adp', 'Modification/Upgrade - Original through ADP'),
- ('replace_status', 'Replacement - Change in Status'),
- ('replace_size', 'Replacement - Change in Body Size'),
- ('replace_worn', 'Replacement - Worn out (past useful life)'),
- ('replace_lost', 'Replacement - Lost'),
- ('replace_stolen', 'Replacement - Stolen'),
- ('replace_damaged', 'Replacement - Damaged beyond repair'),
- ('replace_no_longer_meets', 'Replacement - No longer meets needs'),
- ('growth', 'Growth/Change in condition'),
- ],
- string='Reason for Application',
- tracking=True,
- help='Reason for the ADP application - affects invoice creation rules',
- )
-
- x_fc_previous_funding_date = fields.Date(
- string='Previous Funding Date',
- tracking=True,
- help='Date of previous ADP funding for replacement applications',
- )
-
- x_fc_years_since_funding = fields.Float(
- string='Years Since Funding',
- compute='_compute_years_since_funding',
- store=True,
- help='Number of years since previous funding',
- )
-
- x_fc_under_5_years = fields.Boolean(
- string='Under 5 Years',
- compute='_compute_years_since_funding',
- store=True,
- help='True if less than 5 years since previous funding (may have deductions)',
- )
-
- # ==========================================================================
- # ADP DATE CLASSIFICATIONS (6 dates)
- # ==========================================================================
- x_fc_assessment_start_date = fields.Date(
- string='Assessment Start Date',
- tracking=True,
- help='Date when the assessment started',
- )
-
- x_fc_assessment_end_date = fields.Date(
- string='Assessment End Date',
- tracking=True,
- help='Date when the assessment was completed',
- )
-
- x_fc_claim_authorization_date = fields.Date(
- string='Claim Authorization Date',
- tracking=True,
- help='Date when the claim was authorized by the OT/Authorizer',
- )
-
- x_fc_claim_submission_date = fields.Date(
- string='Claim Submission Date',
- tracking=True,
- help='Date when the claim was submitted to ADP',
- )
-
- x_fc_claim_acceptance_date = fields.Date(
- string='ADP Acceptance Date',
- tracking=True,
- help='Date when ADP accepted the submission (within 24 hours of submission)',
- )
-
- x_fc_claim_approval_date = fields.Date(
- string='Claim Approval Date',
- tracking=True,
- help='Date when ADP approved the claim',
- )
-
- x_fc_billing_date = fields.Date(
- string='Billing Date',
- tracking=True,
- help='Date when the ADP invoice was created/billed',
- )
-
- # ==========================================================================
- # ADP DOCUMENT ATTACHMENTS
- # ==========================================================================
- x_fc_original_application = fields.Binary(
- string='Original ADP Application',
- attachment=True,
- help='The original ADP application document received from the authorizer',
- )
- x_fc_original_application_filename = fields.Char(
- string='Original Application Filename',
- )
-
- x_fc_signed_pages_11_12 = fields.Binary(
- string='Page 11 & 12 (Signed)',
- attachment=True,
- help='Signed pages 11 and 12 of the ADP application',
- )
- x_fc_signed_pages_filename = fields.Char(
- string='Signed Pages Filename',
- )
-
- # ==========================================================================
- # PAGE 11 SIGNATURE TRACKING (Client/Agent Signature)
- # Page 11 must be signed by: Client, Spouse, Parent, Legal Guardian, POA, or Public Trustee
- # ==========================================================================
- x_fc_page11_signer_type = fields.Selection(
- selection=[
- ('client', 'Client (Self)'),
- ('spouse', 'Spouse'),
- ('parent', 'Parent'),
- ('legal_guardian', 'Legal Guardian'),
- ('poa', 'Power of Attorney'),
- ('public_trustee', 'Public Trustee'),
- ],
- string='Page 11 Signed By',
- tracking=True,
- help='Who signed Page 11 of the ADP application (client consent page)',
- )
- x_fc_page11_signer_name = fields.Char(
- string='Page 11 Signer Name',
- tracking=True,
- help='Name of the person who signed Page 11',
- )
- x_fc_page11_signer_relationship = fields.Char(
- string='Relationship to Client',
- help='Relationship of the signer to the client (if not client self)',
- )
- x_fc_page11_signed_date = fields.Date(
- string='Page 11 Signed Date',
- tracking=True,
- help='Date when Page 11 was signed',
- )
-
- # ==========================================================================
- # PAGE 12 SIGNATURE TRACKING (Authorizer + Vendor Signature)
- # Page 12 must be signed by: Authorizer (OT) and Vendor (our company)
- # ==========================================================================
- x_fc_page12_authorizer_signed = fields.Boolean(
- string='Authorizer Signed Page 12',
- default=False,
- tracking=True,
- help='Whether the authorizer/OT has signed Page 12',
- )
- x_fc_page12_authorizer_signed_date = fields.Date(
- string='Authorizer Signed Date',
- tracking=True,
- help='Date when the authorizer signed Page 12',
- )
- x_fc_page12_vendor_signed = fields.Boolean(
- string='Vendor Signed Page 12',
- default=False,
- tracking=True,
- help='Whether the vendor (our company) has signed Page 12',
- )
- x_fc_page12_vendor_signer_id = fields.Many2one(
- 'res.users',
- string='Vendor Signer',
- tracking=True,
- help='The user who signed Page 12 on behalf of the company',
- )
- x_fc_page12_vendor_signed_date = fields.Date(
- string='Vendor Signed Date',
- tracking=True,
- help='Date when the vendor signed Page 12',
- )
-
- x_fc_final_submitted_application = fields.Binary(
- string='Final Submitted Application',
- attachment=True,
- help='The final ADP application as submitted to ADP',
- )
- x_fc_final_application_filename = fields.Char(
- string='Final Application Filename',
- )
-
- x_fc_xml_file = fields.Binary(
- string='XML File',
- attachment=True,
- help='The XML data file submitted to ADP',
- )
- x_fc_xml_filename = fields.Char(
- string='XML Filename',
- )
-
- x_fc_approval_letter = fields.Binary(
- string='ADP Approval Letter',
- attachment=True,
- help='ADP approval letter document',
- )
- x_fc_approval_letter_filename = fields.Char(
- string='Approval Letter Filename',
- )
- x_fc_approval_photo_ids = fields.Many2many(
- 'ir.attachment',
- 'sale_order_approval_photo_rel',
- 'sale_order_id',
- 'attachment_id',
- string='Approval Screenshots',
- help='Upload approval screenshots/photos from ADP portal',
- )
- x_fc_approval_photo_count = fields.Integer(
- string='Approval Photos',
- compute='_compute_approval_photo_count',
- )
-
- @api.depends('x_fc_approval_photo_ids')
- def _compute_approval_photo_count(self):
- """Count approval photos."""
- for order in self:
- order.x_fc_approval_photo_count = len(order.x_fc_approval_photo_ids)
-
- x_fc_proof_of_delivery = fields.Binary(
- string='Proof of Delivery',
- attachment=True,
- help='Proof of delivery document - required before creating ADP invoice',
- )
- x_fc_proof_of_delivery_filename = fields.Char(
- string='Proof of Delivery Filename',
- )
-
- # POD Digital Signature Fields (captured via portal)
- x_fc_pod_signature = fields.Binary(
- string='POD Client Signature',
- attachment=True,
- help='Digital signature captured from client via portal',
- )
- x_fc_pod_client_name = fields.Char(
- string='POD Client Name',
- help='Name of the person who signed the Proof of Delivery',
- )
- x_fc_pod_signature_date = fields.Date(
- string='POD Signature Date',
- help='Date specified on the Proof of Delivery (optional)',
- )
- x_fc_pod_signed_by_user_id = fields.Many2one(
- 'res.users',
- string='POD Collected By',
- help='The sales rep or technician who collected the POD signature',
- )
- x_fc_pod_signed_datetime = fields.Datetime(
- string='POD Collection Timestamp',
- help='When the POD signature was collected',
- )
-
- # ==========================================================================
- # VERIFICATION TRACKING
- # ==========================================================================
- x_fc_submission_verified = fields.Boolean(
- string='Submission Verified',
- default=False,
- copy=False,
- help='True when user has verified device types for submission via the wizard',
- )
-
- x_fc_submitted_device_types = fields.Text(
- string='Submitted Device Types (JSON)',
- copy=False,
- help='JSON storing which device types were selected for submission',
- )
-
- # ==========================================================================
- # COMPUTED TOTALS FOR ADP PORTIONS
- # ==========================================================================
- x_fc_adp_portion_total = fields.Monetary(
- string='Total ADP Portion',
- compute='_compute_adp_totals',
- store=True,
- currency_field='currency_id',
- help='Total ADP portion for all lines',
- )
- x_fc_client_portion_total = fields.Monetary(
- string='Total Client Portion',
- compute='_compute_adp_totals',
- store=True,
- currency_field='currency_id',
- help='Total client portion for all lines',
- )
-
- # ==========================================================================
- # COMPUTED FIELDS FOR SPLIT INVOICE TRACKING
- # ==========================================================================
- x_fc_has_client_invoice = fields.Boolean(
- string='Has Client Invoice',
- compute='_compute_adp_invoice_status',
- help='Whether a client portion (25%) invoice has been created',
- )
- x_fc_has_adp_invoice = fields.Boolean(
- string='Has ADP Invoice',
- compute='_compute_adp_invoice_status',
- help='Whether an ADP portion (75%/100%) invoice has been created',
- )
-
- # ==========================================================================
- # COMPUTED FIELD FOR PRODUCT-ONLY LINES (for ADP Summary)
- # ==========================================================================
- x_fc_product_lines = fields.One2many(
- 'sale.order.line',
- compute='_compute_product_lines',
- string='Product Lines Only',
- help='Only product lines (excludes sections, notes, and empty lines)',
- )
-
- # ==========================================================================
- # DEVICE APPROVAL TRACKING
- # ==========================================================================
- x_fc_has_unapproved_devices = fields.Boolean(
- string='Has Unapproved Devices',
- compute='_compute_device_approval_status',
- help='True if there are devices that have not been marked as approved by ADP',
- )
- x_fc_device_verification_complete = fields.Boolean(
- string='Verification Complete',
- default=False,
- copy=False,
- help='True if the user has completed device verification via the wizard. '
- 'Set when user clicks Confirm in the Device Approval wizard.',
- )
- x_fc_device_approval_done = fields.Boolean(
- string='All Devices Approved',
- compute='_compute_device_approval_status',
- help='True if ALL ADP devices have been approved. For display purposes only.',
- )
- x_fc_approved_device_count = fields.Integer(
- string='Approved Device Count',
- compute='_compute_device_approval_status',
- )
- x_fc_total_device_count = fields.Integer(
- string='Total Device Count',
- compute='_compute_device_approval_status',
- )
-
- # ==========================================================================
- # CASE LOCK
- # ==========================================================================
- x_fc_case_locked = fields.Boolean(
- string='Case Locked',
- default=False,
- copy=False,
- tracking=True,
- help='When enabled, all ADP-related fields become read-only and cannot be modified.',
- )
-
- # ==========================================================================
- # INVOICE MAPPING (for linking legacy invoices)
- # ==========================================================================
- x_fc_adp_invoice_id = fields.Many2one(
- 'account.move',
- string='ADP Invoice',
- domain="[('move_type', 'in', ['out_invoice', 'out_refund'])]",
- copy=False,
- help='Link to the ADP invoice for this order',
- )
- x_fc_client_invoice_id = fields.Many2one(
- 'account.move',
- string='Client Invoice',
- domain="[('move_type', 'in', ['out_invoice', 'out_refund'])]",
- copy=False,
- help='Link to the client portion invoice for this order',
- )
-
- # ==========================================================================
- # (Legacy studio fields removed - all data migrated to x_fc_* fields)
- # ==========================================================================
-
- # ==========================================================================
- # ORDER TRAIL CHECKLIST (computed for display)
- # ==========================================================================
- x_fc_trail_has_assessment_dates = fields.Boolean(
- string='Assessment Dates Set',
- compute='_compute_order_trail',
- )
- x_fc_trail_has_authorization = fields.Boolean(
- string='Authorization Date Set',
- compute='_compute_order_trail',
- )
- x_fc_trail_has_original_app = fields.Boolean(
- string='Original Application Uploaded',
- compute='_compute_order_trail',
- )
- x_fc_trail_has_signed_pages = fields.Boolean(
- string='Signed Pages 11 & 12 Uploaded',
- compute='_compute_order_trail',
- )
- x_fc_trail_has_final_app = fields.Boolean(
- string='Final Application Uploaded',
- compute='_compute_order_trail',
- )
- x_fc_trail_has_xml = fields.Boolean(
- string='XML File Uploaded',
- compute='_compute_order_trail',
- )
- x_fc_trail_has_approval_letter = fields.Boolean(
- string='Approval Letter Uploaded',
- compute='_compute_order_trail',
- )
- x_fc_trail_has_pod = fields.Boolean(
- string='Proof of Delivery Uploaded',
- compute='_compute_order_trail',
- )
- x_fc_trail_has_vendor_bills = fields.Boolean(
- string='Vendor Bills Linked',
- compute='_compute_order_trail',
- )
- x_fc_trail_invoices_posted = fields.Boolean(
- string='Invoices Posted',
- compute='_compute_order_trail',
- )
-
- @api.depends(
- 'x_fc_assessment_start_date', 'x_fc_assessment_end_date',
- 'x_fc_claim_authorization_date', 'x_fc_original_application',
- 'x_fc_signed_pages_11_12', 'x_fc_final_submitted_application',
- 'x_fc_xml_file', 'x_fc_approval_letter', 'x_fc_proof_of_delivery',
- 'x_fc_vendor_bill_ids', 'invoice_ids', 'invoice_ids.state'
- )
- def _compute_order_trail(self):
- for order in self:
- order.x_fc_trail_has_assessment_dates = bool(
- order.x_fc_assessment_start_date and order.x_fc_assessment_end_date
- )
- order.x_fc_trail_has_authorization = bool(order.x_fc_claim_authorization_date)
- order.x_fc_trail_has_original_app = bool(order.x_fc_original_application)
- order.x_fc_trail_has_signed_pages = bool(order.x_fc_signed_pages_11_12)
- order.x_fc_trail_has_final_app = bool(order.x_fc_final_submitted_application)
- order.x_fc_trail_has_xml = bool(order.x_fc_xml_file)
- order.x_fc_trail_has_approval_letter = bool(order.x_fc_approval_letter)
- order.x_fc_trail_has_pod = bool(order.x_fc_proof_of_delivery)
- order.x_fc_trail_has_vendor_bills = bool(order.x_fc_vendor_bill_ids)
- # Check if there are posted invoices
- order.x_fc_trail_invoices_posted = any(
- inv.state == 'posted' for inv in order.invoice_ids
- )
-
- # ==========================================================================
- # DEDUCTION TRACKING
- # ==========================================================================
- x_fc_has_deductions = fields.Boolean(
- string='Has Deductions',
- compute='_compute_has_deductions',
- help='True if any line has a deduction applied',
- )
- x_fc_total_deduction_amount = fields.Monetary(
- string='Total Deduction Amount',
- compute='_compute_has_deductions',
- currency_field='currency_id',
- help='Total amount of deductions applied to ADP portion',
- )
-
- # ==========================================================================
- # COMPUTED METHODS
- # ==========================================================================
- @api.depends('order_line.x_fc_adp_portion', 'order_line.x_fc_client_portion')
- def _compute_adp_totals(self):
- for order in self:
- order.x_fc_adp_portion_total = sum(order.order_line.mapped('x_fc_adp_portion'))
- order.x_fc_client_portion_total = sum(order.order_line.mapped('x_fc_client_portion'))
-
- def _compute_adp_invoice_status(self):
- """Check if client/ADP split invoices have already been created."""
- for order in self:
- client_invoice_exists = False
- adp_invoice_exists = False
-
- # Check linked invoices for the portion type
- invoices = order.invoice_ids.filtered(lambda inv: inv.state != 'cancel')
- for invoice in invoices:
- if hasattr(invoice, 'x_fc_adp_invoice_portion'):
- if invoice.x_fc_adp_invoice_portion == 'client':
- client_invoice_exists = True
- elif invoice.x_fc_adp_invoice_portion == 'adp':
- adp_invoice_exists = True
-
- order.x_fc_has_client_invoice = client_invoice_exists
- order.x_fc_has_adp_invoice = adp_invoice_exists
-
- @api.depends('order_line', 'order_line.product_id', 'order_line.product_uom_qty', 'order_line.display_type')
- def _compute_product_lines(self):
- """Compute filtered list of only actual product lines (no sections, notes, or empty lines)."""
- for order in self:
- order.x_fc_product_lines = order.order_line.filtered(
- lambda l: not l.display_type and l.product_id and l.product_uom_qty > 0
- )
-
- @api.depends('order_line.x_fc_adp_approved', 'order_line.product_id', 'order_line.display_type')
- def _compute_device_approval_status(self):
- """Compute device approval status for ADP orders.
-
- Only counts lines with valid ADP device codes in the database.
- Non-ADP items are ignored for verification purposes.
- """
- ADPDevice = self.env['fusion.adp.device.code'].sudo()
-
- for order in self:
- # Get lines with device codes (actual ADP billable products)
- product_lines = order.order_line.filtered(
- lambda l: not l.display_type
- and l.product_id
- and l.product_uom_qty > 0
- )
-
- # Filter to only lines with valid ADP device codes in the database
- device_lines = self.env['sale.order.line']
- for line in product_lines:
- device_code = line._get_adp_device_code()
- if device_code:
- # Check if this code exists in ADP database
- if ADPDevice.search_count([('device_code', '=', device_code), ('active', '=', True)]) > 0:
- device_lines |= line
-
- total_count = len(device_lines)
- approved_count = len(device_lines.filtered(lambda l: l.x_fc_adp_approved))
-
- order.x_fc_total_device_count = total_count
- order.x_fc_approved_device_count = approved_count
- order.x_fc_has_unapproved_devices = approved_count < total_count and total_count > 0
-
- # Verification is "done" only if ALL ADP devices have been approved
- # If there are no ADP devices, verification is automatically done
- order.x_fc_device_approval_done = (approved_count == total_count) or total_count == 0
-
- @api.depends('order_line.x_fc_deduction_type', 'order_line.x_fc_deduction_value',
- 'order_line.x_fc_adp_portion', 'order_line.product_id')
- def _compute_has_deductions(self):
- """Compute if order has any deductions and total deduction amount."""
- for order in self:
- product_lines = order.order_line.filtered(
- lambda l: not l.display_type
- and l.product_id
- and l.product_uom_qty > 0
- )
-
- # Check if any line has a deduction
- has_deductions = any(
- line.x_fc_deduction_type and line.x_fc_deduction_type != 'none'
- for line in product_lines
- )
-
- # Calculate total deduction impact (difference from full ADP coverage)
- total_deduction = 0.0
- if has_deductions:
- for line in product_lines:
- if line.x_fc_deduction_type == 'amt' and line.x_fc_deduction_value:
- total_deduction += line.x_fc_deduction_value
- elif line.x_fc_deduction_type == 'pct' and line.x_fc_deduction_value:
- # For percentage, calculate the reduction from normal
- # If normally 75% ADP, and now 50%, the deduction is 25% of total
- client_type = order._get_client_type()
- base_pct = 0.75 if client_type == 'REG' else 1.0
- adp_price = line.x_fc_adp_max_price or line.price_unit
- normal_adp = adp_price * line.product_uom_qty * base_pct
- actual_adp = line.x_fc_adp_portion
- total_deduction += max(0, normal_adp - actual_adp)
-
- order.x_fc_has_deductions = has_deductions
- order.x_fc_total_deduction_amount = total_deduction
-
- @api.depends('x_fc_previous_funding_date')
- def _compute_years_since_funding(self):
- """Compute years since previous funding and 5-year flag."""
- from datetime import date
- today = date.today()
- for order in self:
- if order.x_fc_previous_funding_date:
- delta = today - order.x_fc_previous_funding_date
- years = delta.days / 365.25
- order.x_fc_years_since_funding = round(years, 2)
- order.x_fc_under_5_years = years < 5
- else:
- order.x_fc_years_since_funding = 0
- order.x_fc_under_5_years = False
-
- # ==========================================================================
- # PREVIOUS FUNDING WARNING MESSAGE
- # ==========================================================================
- x_fc_funding_warning_message = fields.Char(
- string='Funding Warning',
- compute='_compute_funding_warning_message',
- help='Warning message for recent previous funding',
- )
-
- x_fc_funding_warning_level = fields.Selection(
- selection=[
- ('none', 'None'),
- ('warning', 'Warning'),
- ('danger', 'Danger'),
- ],
- string='Warning Level',
- compute='_compute_funding_warning_message',
- help='Level of warning for previous funding',
- )
-
- @api.depends('x_fc_previous_funding_date')
- def _compute_funding_warning_message(self):
- """Compute warning message for previous funding with time elapsed."""
- from datetime import date
- today = date.today()
- for order in self:
- if order.x_fc_previous_funding_date:
- delta = today - order.x_fc_previous_funding_date
- total_months = delta.days / 30.44 # Average days per month
- years = int(total_months // 12)
- months = int(total_months % 12)
-
- if years == 0:
- time_str = f"{months} month{'s' if months != 1 else ''}"
- elif months == 0:
- time_str = f"{years} year{'s' if years != 1 else ''}"
- else:
- time_str = f"{years} year{'s' if years != 1 else ''} and {months} month{'s' if months != 1 else ''}"
-
- order.x_fc_funding_warning_message = f"Previous funding was {time_str} ago ({order.x_fc_previous_funding_date.strftime('%B %d, %Y')})"
-
- # Set warning level - red if within 1 year
- if total_months < 12:
- order.x_fc_funding_warning_level = 'danger'
- elif total_months < 60: # Less than 5 years
- order.x_fc_funding_warning_level = 'warning'
- else:
- order.x_fc_funding_warning_level = 'none'
- else:
- order.x_fc_funding_warning_message = False
- order.x_fc_funding_warning_level = 'none'
-
- # ==========================================================================
- # FIELD VALIDATION CONSTRAINTS
- # ==========================================================================
- @api.constrains('x_fc_claim_number')
- def _check_claim_number(self):
- """Validate claim number: 10 digits only, numbers only."""
- for order in self:
- if order.x_fc_claim_number:
- # Remove any whitespace
- claim = order.x_fc_claim_number.strip()
- if not re.match(r'^\d{10}$', claim):
- raise ValidationError(
- "Claim Number must be exactly 10 digits (numbers only).\n"
- f"Current value: '{order.x_fc_claim_number}'"
- )
-
- @api.constrains('x_fc_client_ref_1')
- def _check_client_ref_1(self):
- """Validate client reference 1: up to 4 letters, comma allowed."""
- for order in self:
- if order.x_fc_client_ref_1:
- # Allow letters and comma only, max 4 characters (excluding comma)
- ref = order.x_fc_client_ref_1.strip().upper()
- # Remove commas for letter count
- letters_only = ref.replace(',', '')
- if len(letters_only) > 4:
- raise ValidationError(
- "Client Reference 1 can only have up to 4 letters.\n"
- f"Current value: '{order.x_fc_client_ref_1}'"
- )
- if not re.match(r'^[A-Za-z,]+$', ref):
- raise ValidationError(
- "Client Reference 1 can only contain letters and comma.\n"
- f"Current value: '{order.x_fc_client_ref_1}'"
- )
-
- @api.constrains('x_fc_client_ref_2')
- def _check_client_ref_2(self):
- """Validate client reference 2: exactly 4 digits, numbers only."""
- for order in self:
- if order.x_fc_client_ref_2:
- ref = order.x_fc_client_ref_2.strip()
- if not re.match(r'^\d{4}$', ref):
- raise ValidationError(
- "Client Reference 2 must be exactly 4 digits (numbers only).\n"
- f"Current value: '{order.x_fc_client_ref_2}'"
- )
-
- @api.constrains('x_fc_original_application_filename')
- def _check_original_application_pdf(self):
- """Validate that Original ADP Application is a PDF file."""
- for order in self:
- if order.x_fc_original_application_filename:
- if not order.x_fc_original_application_filename.lower().endswith('.pdf'):
- raise ValidationError(
- "Original ADP Application must be a PDF file.\n"
- f"Uploaded file: '{order.x_fc_original_application_filename}'"
- )
-
- @api.constrains('x_fc_signed_pages_filename')
- def _check_signed_pages_pdf(self):
- """Validate that Page 11 & 12 is a PDF file."""
- for order in self:
- if order.x_fc_signed_pages_filename:
- if not order.x_fc_signed_pages_filename.lower().endswith('.pdf'):
- raise ValidationError(
- "Page 11 & 12 (Signed) must be a PDF file.\n"
- f"Uploaded file: '{order.x_fc_signed_pages_filename}'"
- )
-
- @api.constrains('x_fc_final_application_filename')
- def _check_final_application_pdf(self):
- """Validate that Final Submitted Application is a PDF file."""
- for order in self:
- if order.x_fc_final_application_filename:
- if not order.x_fc_final_application_filename.lower().endswith('.pdf'):
- raise ValidationError(
- "Final Submitted Application must be a PDF file.\n"
- f"Uploaded file: '{order.x_fc_final_application_filename}'"
- )
-
- @api.constrains('x_fc_xml_filename')
- def _check_xml_file(self):
- """Validate that XML File is an XML file."""
- for order in self:
- if order.x_fc_xml_filename:
- if not order.x_fc_xml_filename.lower().endswith('.xml'):
- raise ValidationError(
- "XML File must be an XML file (.xml).\n"
- f"Uploaded file: '{order.x_fc_xml_filename}'"
- )
-
- @api.constrains('x_fc_proof_of_delivery_filename')
- def _check_proof_of_delivery_pdf(self):
- """Validate that Proof of Delivery is a PDF file."""
- for order in self:
- if order.x_fc_proof_of_delivery_filename:
- if not order.x_fc_proof_of_delivery_filename.lower().endswith('.pdf'):
- raise ValidationError(
- "Proof of Delivery must be a PDF file.\n"
- f"Uploaded file: '{order.x_fc_proof_of_delivery_filename}'"
- )
-
- @api.constrains('x_fc_adp_delivery_date', 'x_fc_claim_approval_date')
- def _check_delivery_date_after_approval(self):
- """Validate that delivery date is not before approval date.
-
- Per business rule: The delivery date on POD cannot be before the approval date.
- If client takes delivery before approval (early delivery case), the POD
- should show the approval date, not the actual delivery date.
- """
- for order in self:
- if order.x_fc_adp_delivery_date and order.x_fc_claim_approval_date:
- if order.x_fc_adp_delivery_date < order.x_fc_claim_approval_date:
- raise ValidationError(
- "Delivery Date cannot be before Approval Date.\n\n"
- f"Delivery Date: {order.x_fc_adp_delivery_date.strftime('%B %d, %Y')}\n"
- f"Approval Date: {order.x_fc_claim_approval_date.strftime('%B %d, %Y')}\n\n"
- "For early delivery cases (delivery before approval), the Proof of Delivery "
- "document should show the approval date, not the actual delivery date.\n\n"
- "Please correct the delivery date and re-upload the Proof of Delivery."
- )
-
- # ==========================================================================
- # PDF DOCUMENT PREVIEW ACTIONS (opens in new tab using browser/system PDF handler)
- # ==========================================================================
- def _get_document_attachment(self, field_name):
- """Get the ir.attachment record for a binary field stored as attachment."""
- self.ensure_one()
- # Find the attachment by field name - get most recent one
- attachment = self.env['ir.attachment'].sudo().search([
- ('res_model', '=', 'sale.order'),
- ('res_id', '=', self.id),
- ('res_field', '=', field_name),
- ], order='create_date desc', limit=1)
- return attachment
-
- def _get_or_create_attachment(self, field_name, document_label):
- """Get the current attachment for a binary field (attachment=True).
-
- For attachment=True fields, Odoo creates attachments automatically.
- We find the one with res_field set and return it.
- """
- self.ensure_one()
-
- data = getattr(self, field_name)
- if not data:
- return None
-
- # For attachment=True fields, Odoo creates/updates an attachment with res_field set
- attachment = self.env['ir.attachment'].sudo().search([
- ('res_model', '=', 'sale.order'),
- ('res_id', '=', self.id),
- ('res_field', '=', field_name),
- ], order='id desc', limit=1)
-
- if attachment:
- # If attachment name is the field name (Odoo default), use the actual filename
- if attachment.name == field_name:
- filename_mapping = {
- 'x_fc_original_application': 'x_fc_original_application_filename',
- 'x_fc_signed_pages_11_12': 'x_fc_signed_pages_filename',
- 'x_fc_final_submitted_application': 'x_fc_final_application_filename',
- 'x_fc_xml_file': 'x_fc_xml_filename',
- 'x_fc_proof_of_delivery': 'x_fc_proof_of_delivery_filename',
- }
- filename_field = filename_mapping.get(field_name)
- if filename_field:
- filename = getattr(self, filename_field, None)
- if filename and filename != field_name:
- attachment.sudo().write({'name': filename})
- return attachment
-
- # Fallback: create attachment manually (shouldn't happen for attachment=True fields)
- filename_mapping = {
- 'x_fc_original_application': 'x_fc_original_application_filename',
- 'x_fc_signed_pages_11_12': 'x_fc_signed_pages_filename',
- 'x_fc_final_submitted_application': 'x_fc_final_application_filename',
- 'x_fc_xml_file': 'x_fc_xml_filename',
- 'x_fc_proof_of_delivery': 'x_fc_proof_of_delivery_filename',
- }
- filename_field = filename_mapping.get(field_name)
- filename = getattr(self, filename_field) if filename_field else f'{document_label}.pdf'
-
- attachment = self.env['ir.attachment'].sudo().create({
- 'name': filename or f'{document_label}.pdf',
- 'datas': data,
- 'res_model': 'sale.order',
- 'res_id': self.id,
- 'res_field': field_name,
- 'type': 'binary',
- })
-
- return attachment
-
- def action_open_original_application(self):
- """Open the Original ADP Application PDF."""
- self.ensure_one()
- return self._action_open_document('x_fc_original_application', 'Original ADP Application')
-
- def action_open_signed_pages(self):
- """Open the Page 11 & 12 PDF."""
- self.ensure_one()
- return self._action_open_document('x_fc_signed_pages_11_12', 'Page 11 & 12 (Signed)')
-
- def action_open_final_application(self):
- """Open the Final Submitted Application PDF."""
- self.ensure_one()
- return self._action_open_document('x_fc_final_submitted_application', 'Final Submitted Application')
-
- def action_open_xml_file(self):
- """Open the XML File in viewer."""
- self.ensure_one()
- return self._action_open_document('x_fc_xml_file', 'XML File', is_xml=True)
-
- def action_open_proof_of_delivery(self):
- """Open the Proof of Delivery PDF."""
- self.ensure_one()
- return self._action_open_document('x_fc_proof_of_delivery', 'Proof of Delivery')
-
- def action_open_approval_letter(self):
- """Open the ADP Approval Letter PDF."""
- self.ensure_one()
- return self._action_open_document('x_fc_approval_letter', 'ADP Approval Letter')
-
- def action_open_sa_approval_form(self):
- """Open the SA Mobility ODSP Approval Form PDF."""
- self.ensure_one()
- return self._action_open_document('x_fc_sa_approval_form', 'ODSP Approval Form')
-
- def action_open_sa_signed_form(self):
- """Open the signed SA Mobility form PDF."""
- self.ensure_one()
- return self._action_open_document('x_fc_sa_signed_form', 'SA Signed Form')
-
- def action_open_sa_physical_copy(self):
- """Open the physically signed SA Mobility copy."""
- self.ensure_one()
- return self._action_open_document('x_fc_sa_physical_signed_copy', 'Physical Signed Copy')
-
- def action_open_sa_internal_pod(self):
- """Generate and open the internal POD report on-the-fly."""
- self.ensure_one()
- report = self.env.ref('fusion_claims.action_report_proof_of_delivery_standard')
- return report.report_action(self)
-
- def action_open_ow_discretionary_form(self):
- """Open the Ontario Works Discretionary Benefits form PDF."""
- self.ensure_one()
- return self._action_open_document('x_fc_ow_discretionary_form', 'Discretionary Benefits Form')
-
- def action_open_ow_authorizer_letter(self):
- """Open the Ontario Works Authorizer Letter."""
- self.ensure_one()
- return self._action_open_document('x_fc_ow_authorizer_letter', 'Authorizer Letter')
-
- def action_open_ow_internal_pod(self):
- """Generate and open the internal POD report on-the-fly (Ontario Works)."""
- self.ensure_one()
- report = self.env.ref('fusion_claims.action_report_proof_of_delivery_standard')
- return report.report_action(self)
-
- def action_open_odsp_std_approval_document(self):
- """Open the Standard ODSP Approval Document."""
- self.ensure_one()
- return self._action_open_document('x_fc_odsp_approval_document', 'ODSP Approval Document')
-
- def action_open_odsp_std_authorizer_letter(self):
- """Open the Standard ODSP Authorizer Letter."""
- self.ensure_one()
- return self._action_open_document('x_fc_odsp_authorizer_letter', 'Authorizer Letter')
-
- def action_open_odsp_std_internal_pod(self):
- """Generate and open the internal POD report on-the-fly (Standard ODSP)."""
- self.ensure_one()
- report = self.env.ref('fusion_claims.action_report_proof_of_delivery_standard')
- return report.report_action(self)
-
- def _get_sa_pod_pdf(self):
- """Generate the standard POD report PDF and return (pdf_bytes, filename)."""
- self.ensure_one()
- report = self.env.ref('fusion_claims.action_report_proof_of_delivery_standard')
- pdf_content, _ct = report._render_qweb_pdf(report.id, [self.id])
- return pdf_content, f'POD_{self.name}.pdf'
-
- def action_view_approval_photos(self):
- """Open approval photos using Odoo's native attachment viewer."""
- self.ensure_one()
- attachments = self.x_fc_approval_photo_ids
- if not attachments:
- return {
- 'type': 'ir.actions.client',
- 'tag': 'display_notification',
- 'params': {
- 'title': 'No Photos',
- 'message': 'No approval screenshots have been uploaded yet.',
- 'type': 'warning',
- 'sticky': False,
- }
- }
-
- # Use Odoo's native attachment viewer (same as chatter)
- return {
- 'type': 'ir.actions.act_url',
- 'url': f'/web/image/{attachments[0].id}',
- 'target': 'new',
- }
-
- def _action_open_document(self, field_name, document_label, download=False, is_xml=False):
- """Open a document in a preview dialog (PDF or XML viewer)."""
- self.ensure_one()
-
- # Check if the field has data
- if not getattr(self, field_name):
- return {
- 'type': 'ir.actions.client',
- 'tag': 'display_notification',
- 'params': {
- 'title': 'No Document',
- 'message': f'No {document_label} has been uploaded yet.',
- 'type': 'warning',
- 'sticky': False,
- }
- }
-
- # Get or create attachment
- attachment = self._get_or_create_attachment(field_name, document_label)
-
- if attachment:
- if download:
- # Open in new tab for download
- return {
- 'type': 'ir.actions.act_url',
- 'url': f'/web/content/{attachment.id}?download=true',
- 'target': 'new',
- }
- elif is_xml:
- # For XML files, open in XML viewer dialog
- return {
- 'type': 'ir.actions.client',
- 'tag': 'fusion_claims.preview_xml',
- 'params': {
- 'attachment_id': attachment.id,
- 'title': f'{document_label} - {self.name}',
- }
- }
- else:
- # For PDF files, open in PDF preview dialog
- return {
- 'type': 'ir.actions.client',
- 'tag': 'fusion_claims.preview_document',
- 'params': {
- 'attachment_id': attachment.id,
- 'title': f'{document_label} - {self.name}',
- }
- }
- else:
- return {
- 'type': 'ir.actions.client',
- 'tag': 'display_notification',
- 'params': {
- 'title': 'Error',
- 'message': f'Failed to load {document_label}.',
- 'type': 'danger',
- 'sticky': False,
- }
- }
-
- @api.onchange('x_fc_sale_type', 'x_fc_client_type')
- def _onchange_sale_type_client_type(self):
- """Trigger recalculation when sale type or client type changes."""
- for line in self.order_line:
- line._compute_adp_portions()
-
- # ==========================================================================
- # GETTER METHODS
- # ==========================================================================
- def _get_sale_type(self):
- """Get sale type from x_fc_sale_type."""
- self.ensure_one()
- return self.x_fc_sale_type or ''
-
- def _get_client_type(self):
- """Get client type from x_fc_client_type."""
- self.ensure_one()
- return self.x_fc_client_type or ''
-
- def _get_authorizer(self):
- """Get authorizer from mapped field or built-in field. Returns name as string."""
- self.ensure_one()
- ICP = self.env['ir.config_parameter'].sudo()
- field_name = ICP.get_param('fusion_claims.field_so_authorizer', 'x_fc_authorizer_id')
- value = getattr(self, field_name, None) if hasattr(self, field_name) else None
- if not value and field_name != 'x_fc_authorizer_id':
- value = self.x_fc_authorizer_id
- # Return name if it's a record, otherwise return string value
- if hasattr(value, 'name'):
- return value.name or ''
- return str(value) if value else ''
-
- def _get_claim_number(self):
- """Get claim number."""
- self.ensure_one()
- return self.x_fc_claim_number or ''
-
- def _get_client_ref_1(self):
- """Get client reference 1."""
- self.ensure_one()
- return self.x_fc_client_ref_1 or ''
-
- def _get_client_ref_2(self):
- """Get client reference 2."""
- self.ensure_one()
- return self.x_fc_client_ref_2 or ''
-
- def _get_adp_delivery_date(self):
- """Get ADP delivery date."""
- self.ensure_one()
- return self.x_fc_adp_delivery_date
-
- def _is_adp_sale(self):
- """Check if this is an ADP sale type.
-
- Returns True only for ADP-related sale types.
- """
- self.ensure_one()
- sale_type = self.x_fc_sale_type or ''
-
- if not sale_type:
- return False
-
- sale_type_lower = str(sale_type).lower().strip()
- adp_keywords = ('adp',)
- return any(keyword in sale_type_lower for keyword in adp_keywords)
-
- def _get_serial_numbers(self):
- """Get all serial numbers from order lines."""
- self.ensure_one()
- serial_lines = []
- for line in self.order_line:
- serial = line._get_serial_number()
- if serial:
- serial_lines.append({
- 'product': line.product_id.name,
- 'serial': serial,
- 'adp_code': line._get_adp_device_code(),
- })
- return serial_lines
-
- # ==========================================================================
- # ACTION METHODS
- # ==========================================================================
- def action_recalculate_adp_portions(self):
- """Manually recalculate ADP and Client portions for all lines."""
- for order in self:
- for line in order.order_line:
- line._compute_adp_portions()
- order._compute_adp_totals()
-
- return {
- 'type': 'ir.actions.client',
- 'tag': 'display_notification',
- 'params': {
- 'title': 'ADP Portions Recalculated',
- 'message': 'All line portions have been recalculated.',
- 'type': 'success',
- 'sticky': False,
- }
- }
-
- def action_submit_to_adp(self):
- """Mark order as submitted to ADP."""
- for order in self:
- if order._is_adp_sale():
- order.x_fc_adp_status = 'submitted'
- return True
-
- def action_mark_adp_approved(self):
- """Mark order as approved by ADP."""
- for order in self:
- if order._is_adp_sale():
- order.x_fc_adp_status = 'approved'
- return True
-
- def action_open_device_approval_wizard(self):
- """Open the device approval wizard to verify which devices were approved by ADP."""
- self.ensure_one()
- return {
- 'name': 'Verify Device Approval',
- 'type': 'ir.actions.act_window',
- 'res_model': 'fusion_claims.device.approval.wizard',
- 'view_mode': 'form',
- 'target': 'new',
- 'context': {
- 'active_id': self.id,
- 'active_model': 'sale.order',
- },
- }
-
- def action_open_submission_verification_wizard(self):
- """Open the submission verification wizard to confirm which device types are being submitted."""
- self.ensure_one()
- return {
- 'name': 'Verify Submission Device Types',
- 'type': 'ir.actions.act_window',
- 'res_model': 'fusion_claims.submission.verification.wizard',
- 'view_mode': 'form',
- 'target': 'new',
- 'context': {
- 'active_id': self.id,
- 'active_model': 'sale.order',
- },
- }
-
- # ==========================================================================
- # EARLY WORKFLOW STAGE ACTIONS (No wizard required - simple status updates)
- # ==========================================================================
-
- def action_schedule_assessment(self):
- """Open wizard to schedule assessment with date/time and calendar event."""
- self.ensure_one()
- if self.x_fc_adp_application_status != 'quotation':
- raise UserError("Can only schedule assessment from 'Quotation' status.")
-
- return {
- 'name': 'Schedule Assessment',
- 'type': 'ir.actions.act_window',
- 'res_model': 'fusion_claims.schedule.assessment.wizard',
- 'view_mode': 'form',
- 'target': 'new',
- 'context': {
- 'active_id': self.id,
- 'active_model': 'sale.order',
- },
- }
-
- def action_complete_assessment(self):
- """Open wizard to mark assessment as completed with date."""
- self.ensure_one()
- if self.x_fc_adp_application_status != 'assessment_scheduled':
- raise UserError("Can only complete assessment from 'Assessment Scheduled' status.")
-
- return {
- 'name': 'Assessment Completed',
- 'type': 'ir.actions.act_window',
- 'res_model': 'fusion_claims.assessment.completed.wizard',
- 'view_mode': 'form',
- 'target': 'new',
- 'context': {
- 'active_id': self.id,
- 'active_model': 'sale.order',
- },
- }
-
- def action_application_received(self):
- """Open wizard to upload ADP application and pages 11 & 12."""
- self.ensure_one()
- if self.x_fc_adp_application_status not in ('assessment_completed', 'waiting_for_application'):
- raise UserError("Can only mark application received from 'Waiting for Application' status.")
-
- return {
- 'name': 'Application Received',
- 'type': 'ir.actions.act_window',
- 'res_model': 'fusion_claims.application.received.wizard',
- 'view_mode': 'form',
- 'target': 'new',
- 'context': {
- 'active_id': self.id,
- 'active_model': 'sale.order',
- },
- }
-
- def action_ready_for_submission(self):
- """Open wizard to collect required fields and mark as ready for submission."""
- self.ensure_one()
- if self.x_fc_adp_application_status != 'application_received':
- raise UserError("Can only mark ready for submission from 'Application Received' status.")
-
- return {
- 'name': 'Ready for Submission',
- 'type': 'ir.actions.act_window',
- 'res_model': 'fusion_claims.ready.for.submission.wizard',
- 'view_mode': 'form',
- 'target': 'new',
- 'context': {
- 'active_id': self.id,
- 'active_model': 'sale.order',
- },
- }
-
- # ==========================================================================
- # SUBMISSION WORKFLOW ACTIONS
- # ==========================================================================
-
- def action_submit_application(self):
- """Open submission verification wizard and submit the application.
-
- This forces verification of device types before changing status to 'submitted'.
- """
- self.ensure_one()
-
- # Validate we're in a status that can be submitted
- if self.x_fc_adp_application_status not in ('ready_submission', 'needs_correction'):
- raise UserError(
- "Application can only be submitted from 'Ready for Submission' or 'Needs Correction' status."
- )
-
- return {
- 'name': 'Submit Application - Verify Device Types',
- 'type': 'ir.actions.act_window',
- 'res_model': 'fusion_claims.submission.verification.wizard',
- 'view_mode': 'form',
- 'target': 'new',
- 'context': {
- 'active_id': self.id,
- 'active_model': 'sale.order',
- 'submit_application': True, # Flag to set status after verification
- },
- }
-
- def action_close_case(self):
- """Open case close verification wizard to verify audit trail before closing.
-
- This forces verification of:
- - Signed Pages 11 & 12
- - Final Application
- - Proof of Delivery
- - Vendor Bills
- """
- self.ensure_one()
-
- # Validate we're in a status that can be closed
- if self.x_fc_adp_application_status != 'billed':
- raise UserError(
- "Case can only be closed from 'Billed' status."
- )
-
- return {
- 'name': 'Close Case - Audit Trail Verification',
- 'type': 'ir.actions.act_window',
- 'res_model': 'fusion_claims.case.close.verification.wizard',
- 'view_mode': 'form',
- 'target': 'new',
- 'context': {
- 'active_id': self.id,
- 'active_model': 'sale.order',
- },
- }
-
- def action_mark_accepted(self):
- """Mark the application as accepted by ADP.
-
- This is called when ADP accepts the submission (within 24 hours).
- This is a simple status change - no wizard needed.
- Submission history is updated in the write() method.
- """
- self.ensure_one()
-
- # Validate we're in a status that can be accepted
- if self.x_fc_adp_application_status not in ('submitted', 'resubmitted'):
- raise UserError(
- "Application can only be marked as accepted from 'Submitted' or 'Resubmitted' status."
- )
-
- # Update status - this will trigger the write() method which updates submission history
- self.with_context(skip_status_validation=True).write({
- 'x_fc_adp_application_status': 'accepted',
- })
-
- # Post to chatter
- self.message_post(
- body=Markup(
- '- '
- + ''.join(f'
'
- '
'
- ),
- message_type='notification',
- subtype_xmlid='mail.mt_note',
- )
-
- return True
-
- def action_mark_approved(self):
- """Open device approval wizard and mark as approved.
-
- This is called when ADP approval letter is received.
- The wizard allows verifying which devices were approved.
- """
- self.ensure_one()
-
- # Validate we're in a status that can be approved
- if self.x_fc_adp_application_status not in ('submitted', 'resubmitted', 'accepted'):
- raise UserError(
- "Application can only be marked as approved from 'Submitted', 'Resubmitted', or 'Accepted' status."
- )
-
- return {
- 'name': 'Mark as Approved - Verify Device Approval',
- 'type': 'ir.actions.act_window',
- 'res_model': 'fusion_claims.device.approval.wizard',
- 'view_mode': 'form',
- 'target': 'new',
- 'context': {
- 'active_id': self.id,
- 'active_model': 'sale.order',
- 'mark_as_approved': True, # Flag to set status after verification
- },
- }
-
- def action_resume_from_hold(self):
- """Resume the application from on-hold status.
-
- Returns the application to its previous status before being put on hold.
- """
- self.ensure_one()
-
- if self.x_fc_adp_application_status != 'on_hold':
- raise UserError("This action is only available for applications that are On Hold.")
-
- # Get the previous status
- previous_status = self.x_fc_previous_status_before_hold
-
- # If no previous status recorded, default to 'approved'
- if not previous_status:
- previous_status = 'approved'
-
- # Get status labels for message
- status_labels = dict(self._fields['x_fc_adp_application_status'].selection)
- prev_label = status_labels.get(previous_status, previous_status)
-
- # Update the status
- self.with_context(skip_status_validation=True).write({
- 'x_fc_adp_application_status': previous_status,
- 'x_fc_on_hold_date': False,
- 'x_fc_previous_status_before_hold': False,
- })
-
- # Post to chatter
- user_name = self.env.user.name
- resume_date = fields.Date.today().strftime('%B %d, %Y')
-
- message_body = f'''
- Submission Accepted by ADP
' - f'The application has been accepted by ADP on {fields.Date.today().strftime("%B %d, %Y")}. ' - 'Awaiting approval decision (2-3 weeks).
' - '
-
- '''
-
- self.message_post(
- body=Markup(message_body),
- message_type='notification',
- subtype_xmlid='mail.mt_note',
- )
-
- return True
-
- def action_set_ready_to_bill(self):
- """Open the Ready to Bill wizard to collect POD and delivery date.
-
- The wizard will:
- - Collect Proof of Delivery document
- - Set the delivery date
- - Validate device verification is complete
- - Mark the order as Ready to Bill
- """
- self.ensure_one()
-
- # Validate we're in a status that can move to ready_bill
- if self.x_fc_adp_application_status not in ('approved', 'approved_deduction'):
- raise UserError(
- "Order can only be marked as 'Ready to Bill' from 'Approved' status."
- )
-
- # Check device verification first (this can't be done in wizard)
- if not self.x_fc_device_verification_complete:
- raise UserError(
- "Device approval verification must be completed before marking as Ready to Bill.\n\n"
- "Please verify which devices were approved by ADP using the 'Mark as Approved' button first."
- )
-
- # Open the wizard to collect POD and delivery date
- return {
- 'name': 'Ready to Bill',
- 'type': 'ir.actions.act_window',
- 'res_model': 'fusion_claims.ready.to.bill.wizard',
- 'view_mode': 'form',
- 'target': 'new',
- 'context': {
- 'active_id': self.id,
- 'active_model': 'sale.order',
- },
- }
-
- def action_set_ready_to_bill_direct(self):
- """Direct method to mark as ready to bill (used when POD already uploaded).
-
- This is kept for backward compatibility and for cases where POD is already uploaded.
- """
- self.ensure_one()
-
- # Validate we're in a status that can move to ready_bill
- if self.x_fc_adp_application_status not in ('approved', 'approved_deduction'):
- raise UserError(
- "Order can only be marked as 'Ready to Bill' from 'Approved' status."
- )
-
- # Check POD
- if not self.x_fc_proof_of_delivery:
- # Redirect to wizard
- return self.action_set_ready_to_bill()
-
- # Check delivery date
- if not self.x_fc_adp_delivery_date:
- # Redirect to wizard
- return self.action_set_ready_to_bill()
-
- # Check device verification
- if not self.x_fc_device_verification_complete:
- raise UserError(
- "Device approval verification must be completed before marking as Ready to Bill.\n\n"
- "Please verify which devices were approved by ADP using the 'Mark as Approved' button first."
- )
-
- # All validations passed - set status
- from markupsafe import Markup
- from datetime import date
-
- self.with_context(skip_status_validation=True).write({
- 'x_fc_adp_application_status': 'ready_bill',
- })
-
- # Post to chatter with nice card style using Bootstrap classes for dark/light mode
- self.message_post(
- body=Markup(
- 'Application Resumed
--
-
'
- '
'
- ),
- message_type='notification',
- subtype_xmlid='mail.mt_note',
- )
-
- return True
-
- def action_mark_as_billed(self):
- """Mark order as billed after validating invoices are posted.
-
- Validates:
- - ADP invoice exists and is posted
- - For REG clients: Client invoice exists and is posted
- """
- self.ensure_one()
-
- # Validate we're in ready_bill status
- if self.x_fc_adp_application_status != 'ready_bill':
- raise UserError(
- "Order can only be marked as 'Billed' from 'Ready to Bill' status."
- )
-
- # Check ADP invoice
- AccountMove = self.env['account.move'].sudo()
- adp_invoices = AccountMove.search([
- ('x_fc_source_sale_order_id', '=', self.id),
- ('x_fc_adp_invoice_portion', '=', 'adp'),
- ('state', '=', 'posted'),
- ])
-
- if not adp_invoices:
- raise UserError(
- "ADP invoice must be created and posted before marking as Billed.\n\n"
- "Please create and post the ADP invoice first."
- )
-
- # For REG clients, check client invoice
- if self.x_fc_client_type == 'REG':
- client_invoices = AccountMove.search([
- ('x_fc_source_sale_order_id', '=', self.id),
- ('x_fc_adp_invoice_portion', '=', 'client'),
- ('state', '=', 'posted'),
- ])
-
- if not client_invoices:
- raise UserError(
- "Client invoice must be created and posted before marking as Billed.\n\n"
- "For REG clients, both the ADP invoice (75%) and Client invoice (25%) must be posted."
- )
-
- # All validations passed - set status and billing date
- from markupsafe import Markup
- from datetime import date
-
- self.with_context(skip_status_validation=True).write({
- 'x_fc_adp_application_status': 'billed',
- 'x_fc_billing_date': date.today(),
- })
-
- # Update ADP invoice billing status to 'submitted'
- for adp_inv in adp_invoices:
- if adp_inv.x_fc_adp_billing_status in ('waiting', 'not_applicable'):
- adp_inv.write({'x_fc_adp_billing_status': 'submitted'})
- _logger.info(f"Updated ADP invoice {adp_inv.name} billing status to 'submitted'")
-
- # Build invoice list
- invoice_list = ', '.join(adp_invoices.mapped('name'))
- if self.x_fc_client_type == 'REG':
- invoice_list += ', ' + ', '.join(client_invoices.mapped('name'))
-
- # Calculate total billed
- total_billed = sum(adp_invoices.mapped('amount_total'))
- if self.x_fc_client_type == 'REG':
- total_billed += sum(client_invoices.mapped('amount_total'))
-
- # Post to chatter with nice card style using Bootstrap classes for dark/light mode
- self.message_post(
- body=Markup(
- 'Ready to Bill
' - f'Date: {date.today().strftime("%B %d, %Y")}
' - 'Prerequisites Verified:
' - '- '
- '
'
- '
'
- ),
- message_type='notification',
- subtype_xmlid='mail.mt_note',
- )
-
- return True
-
- def _check_unapproved_devices(self):
- """Check if there are any unapproved ADP devices in the order.
-
- Only checks lines with valid ADP device codes in the database.
- Non-ADP items are ignored.
- """
- self.ensure_one()
- ADPDevice = self.env['fusion.adp.device.code'].sudo()
-
- unapproved = self.env['sale.order.line']
- for line in self.order_line:
- if line.display_type:
- continue
- if not line.product_id or line.product_uom_qty <= 0:
- continue
- if line.x_fc_adp_approved:
- continue
-
- # Check if this has a valid ADP device code
- device_code = line._get_adp_device_code()
- if device_code and ADPDevice.search_count([('device_code', '=', device_code), ('active', '=', True)]) > 0:
- unapproved |= line
-
- return unapproved
-
- def _get_approved_devices_summary(self):
- """Get a summary of approved vs unapproved devices."""
- self.ensure_one()
- lines_with_codes = self.order_line.filtered(
- lambda l: not l.display_type
- and l.product_id
- and l.product_uom_qty > 0
- and l._get_adp_device_code()
- )
- approved = lines_with_codes.filtered(lambda l: l.x_fc_adp_approved)
- unapproved = lines_with_codes - approved
- return {
- 'total': len(lines_with_codes),
- 'approved': len(approved),
- 'unapproved': len(unapproved),
- 'unapproved_lines': unapproved,
- }
-
- def action_mark_client_paid(self):
- """Mark order as client paid (25%)."""
- for order in self:
- if order._is_adp_sale():
- order.x_fc_adp_status = 'client_paid'
- return True
-
- def action_mark_delivered(self):
- """Mark order as delivered."""
- for order in self:
- if order._is_adp_sale():
- order.x_fc_adp_status = 'delivered'
- return True
-
- def action_mark_billed(self):
- """Mark order as billed to ADP (75%)."""
- for order in self:
- if order._is_adp_sale():
- order.x_fc_adp_status = 'billed'
- return True
-
- def action_mark_closed(self):
- """Mark order as closed."""
- for order in self:
- if order._is_adp_sale():
- order.x_fc_adp_status = 'closed'
- return True
-
- # ==========================================================================
- # VIEW INVOICES BY TYPE (Smart button actions)
- # ==========================================================================
- def action_view_adp_invoices(self):
- """Open list of ADP portion invoices for this order."""
- self.ensure_one()
- adp_invoices = self.env['account.move'].sudo().search([
- ('x_fc_source_sale_order_id', '=', self.id),
- ('x_fc_adp_invoice_portion', '=', 'adp'),
- ('state', '!=', 'cancel'),
- ])
- # Include manually mapped ADP invoice
- if self.x_fc_adp_invoice_id and self.x_fc_adp_invoice_id.state != 'cancel':
- adp_invoices |= self.x_fc_adp_invoice_id
-
- action = {
- 'name': 'ADP Invoices',
- 'type': 'ir.actions.act_window',
- 'res_model': 'account.move',
- 'view_mode': 'list,form',
- 'domain': [('id', 'in', adp_invoices.ids)],
- 'context': {'default_move_type': 'out_invoice'},
- }
- if len(adp_invoices) == 1:
- action['view_mode'] = 'form'
- action['res_id'] = adp_invoices.id
- return action
-
- def action_view_client_invoices(self):
- """Open list of Client portion invoices for this order."""
- self.ensure_one()
- client_invoices = self.env['account.move'].sudo().search([
- ('x_fc_source_sale_order_id', '=', self.id),
- ('x_fc_adp_invoice_portion', '=', 'client'),
- ('state', '!=', 'cancel'),
- ])
- # Include manually mapped Client invoice
- if self.x_fc_client_invoice_id and self.x_fc_client_invoice_id.state != 'cancel':
- client_invoices |= self.x_fc_client_invoice_id
-
- action = {
- 'name': 'Client Invoices',
- 'type': 'ir.actions.act_window',
- 'res_model': 'account.move',
- 'view_mode': 'list,form',
- 'domain': [('id', 'in', client_invoices.ids)],
- 'context': {'default_move_type': 'out_invoice'},
- }
- if len(client_invoices) == 1:
- action['view_mode'] = 'form'
- action['res_id'] = client_invoices.id
- return action
-
- # ==========================================================================
- # SPLIT INVOICE CREATION (Client 25% and ADP 75%)
- # ==========================================================================
- def action_create_client_invoice(self):
- """Create invoice for client portion (25% for REG clients, 0% for others).
-
- NOTE: Client invoice can be created WITHOUT device verification.
- This allows clients to pay their portion and receive products before ADP approval.
- Device verification is only required for ADP invoice creation.
-
- BLOCKING for Modification reasons:
- - Modifications to NON-ADP Equipment and Modifications to ADP Equipment
- require ADP approval before client invoice can be created.
-
- WARNING for Replacement reasons:
- - If previous funding was less than 5 years ago, show warning about possible deductions.
- """
- self.ensure_one()
- if not self._is_adp_sale():
- return {
- 'type': 'ir.actions.client',
- 'tag': 'display_notification',
- 'params': {
- 'title': 'Not an ADP Sale',
- 'message': 'Client invoices are only for ADP sales.',
- 'type': 'warning',
- }
- }
-
- client_type = self._get_client_type()
- if client_type != 'REG':
- return {
- 'type': 'ir.actions.client',
- 'tag': 'display_notification',
- 'params': {
- 'title': 'No Client Portion',
- 'message': f'{client_type} clients have 100% ADP funding. No client invoice needed.',
- 'type': 'info',
- }
- }
-
- # =================================================================
- # BLOCKING: Modification reasons require ADP approval first
- # =================================================================
- reason = self.x_fc_reason_for_application
- status = self.x_fc_adp_application_status
-
- if reason in ('mod_non_adp', 'mod_adp'):
- if status not in ('approved', 'approved_deduction'):
- reason_label = dict(self._fields['x_fc_reason_for_application'].selection or []).get(
- reason, reason
- )
- return {
- 'type': 'ir.actions.client',
- 'tag': 'display_notification',
- 'params': {
- 'title': 'ADP Approval Required',
- 'message': f'Cannot create client invoice for "{reason_label}".\n\n'
- f'ADP application must be approved before creating invoices for modification requests.\n\n'
- f'Current status: {status or "Not set"}',
- 'type': 'danger',
- 'sticky': True,
- }
- }
-
- # =================================================================
- # WARNING: Replacement reasons with <5 years funding
- # =================================================================
- if reason in ('replace_status', 'replace_size', 'replace_worn') and self.x_fc_under_5_years:
- years = self.x_fc_years_since_funding
- # Show warning but allow proceeding
- self.message_post(
- body=Markup(
- 'Marked as Billed
' - f'Billing Date: {date.today().strftime("%B %d, %Y")}
' - f'Posted Invoices: {invoice_list}
' - f'Total Billed: ${total_billed:,.2f}
' - ''
- ' Replacement Warning
' - f'Previous funding was only {years:.1f} years ago (less than 5 years).
' - 'ADP may apply deductions to this replacement claim. Please verify the approval letter.' - '
'
- ),
- message_type='notification',
- subtype_xmlid='mail.mt_note',
- )
-
- # NO VERIFICATION CHECK - Client invoice can be created before ADP approval
- # User will need to complete verification before creating ADP invoice
-
- # Create client invoice (25% portion)
- invoice = self._create_adp_split_invoice(invoice_type='client')
-
- if invoice:
- result = {
- 'name': 'Client Invoice (25%)',
- 'type': 'ir.actions.act_window',
- 'res_model': 'account.move',
- 'res_id': invoice.id,
- 'view_mode': 'form',
- 'target': 'current',
- }
- return result
- return True
-
- def action_create_adp_invoice(self):
- """Create invoice for ADP portion (75% for REG clients, 100% for others).
-
- NOTE: Device verification MUST be completed before creating ADP invoice.
- Verification can be done from the Sales Order or from the Client Invoice (if created first).
-
- Proof of Delivery is REQUIRED before ADP invoice creation.
- """
- self.ensure_one()
- if not self._is_adp_sale():
- return {
- 'type': 'ir.actions.client',
- 'tag': 'display_notification',
- 'params': {
- 'title': 'Not an ADP Sale',
- 'message': 'ADP invoices are only for ADP sales.',
- 'type': 'warning',
- }
- }
-
- # =================================================================
- # REQUIREMENT: Proof of Delivery must be uploaded
- # =================================================================
- if not self.x_fc_proof_of_delivery:
- return {
- 'type': 'ir.actions.client',
- 'tag': 'display_notification',
- 'params': {
- 'title': 'Proof of Delivery Required',
- 'message': 'Please upload the Proof of Delivery document in the ADP Documents tab before creating the ADP invoice.',
- 'type': 'danger',
- 'sticky': True,
- }
- }
-
- # =================================================================
- # REQUIREMENT: Device verification MUST be complete for ADP invoice
- # =================================================================
- if not self.x_fc_device_verification_complete:
- # Check if there's a client invoice - provide appropriate message
- client_invoice = self.env['account.move'].sudo().search([
- ('x_fc_source_sale_order_id', '=', self.id),
- ('x_fc_adp_invoice_portion', '=', 'client'),
- ('state', '!=', 'cancel'),
- ], limit=1)
-
- device_count = self.x_fc_total_device_count
- approved_count = self.x_fc_approved_device_count
-
- if device_count > 0:
- device_info = f'{approved_count}/{device_count} devices verified.'
- else:
- device_info = 'No ADP devices detected on this order.'
-
- if client_invoice:
- message = (
- f'Cannot create ADP invoice: Device verification is not complete.\n\n'
- f'{device_info}\n\n'
- f'Please complete verification from either:\n'
- f'• This Sales Order: Click "Verify Device Approval"\n'
- f'• Client Invoice ({client_invoice.name}): Click "Verify Device Approval"'
- )
- else:
- message = (
- f'Cannot create ADP invoice: Device verification is not complete.\n\n'
- f'{device_info}\n\n'
- f'Click "Verify Device Approval" to review which devices were approved by ADP.'
- )
-
- return {
- 'type': 'ir.actions.client',
- 'tag': 'display_notification',
- 'params': {
- 'title': 'Device Verification Required',
- 'message': message,
- 'type': 'danger',
- 'sticky': True,
- }
- }
-
- # =================================================================
- # REQUIREMENT: At least one device must be approved for ADP invoice
- # =================================================================
- approved_count = self.x_fc_approved_device_count
- total_count = self.x_fc_total_device_count
-
- if approved_count == 0:
- if total_count > 0:
- message = (
- f'Cannot create ADP invoice: No devices are approved.\n\n'
- f'All {total_count} device(s) on this order were marked as NOT approved by ADP.\n\n'
- f'If this is incorrect, click "Verify Device Approval" to update the approval status.'
- )
- else:
- message = (
- 'Cannot create ADP invoice: No ADP-funded devices found.\n\n'
- 'This order has no products with ADP device codes. '
- 'ADP invoices can only be created for orders with approved ADP devices.'
- )
- return {
- 'type': 'ir.actions.client',
- 'tag': 'display_notification',
- 'params': {
- 'title': 'No Approved Devices',
- 'message': message,
- 'type': 'danger',
- 'sticky': True,
- }
- }
-
- # Check for unapproved devices - show info message but allow creation
- # Unapproved items will be excluded from the ADP invoice
- unapproved = self._check_unapproved_devices()
- unapproved_message = None
- if unapproved:
- device_names = ', '.join(unapproved.mapped('product_id.name')[:3])
- if len(unapproved) > 3:
- device_names += f' and {len(unapproved) - 3} more'
- unapproved_message = f"Note: {len(unapproved)} unapproved item(s) will be excluded: {device_names}"
-
- # Create ADP invoice
- invoice = self._create_adp_split_invoice(invoice_type='adp')
-
- if invoice:
- return {
- 'name': 'ADP Invoice',
- 'type': 'ir.actions.act_window',
- 'res_model': 'account.move',
- 'res_id': invoice.id,
- 'view_mode': 'form',
- 'target': 'current',
- }
- return True
-
- def _create_adp_split_invoice(self, invoice_type='client'):
- """
- Create a split invoice for ADP sales.
-
- Args:
- invoice_type: 'client' for client portion invoice, 'adp' for ADP portion invoice
-
- Returns:
- account.move record
- """
- self.ensure_one()
-
- # Re-read fresh data from the database to get current values
- self.invalidate_recordset()
-
- # Get client type to determine percentages
- client_type = self._get_client_type()
- if client_type == 'REG':
- client_pct = 0.25
- adp_pct = 0.75
- else:
- # ODS, OWP, ACS, etc. - 100% ADP, 0% client
- client_pct = 0.0
- adp_pct = 1.0
-
- if invoice_type == 'client' and client_pct == 0:
- return False # No client invoice for non-REG clients
-
- # Determine invoice label
- if invoice_type == 'client':
- invoice_name_suffix = f' (Client {int(client_pct*100)}%)'
- else:
- invoice_name_suffix = f' (ADP {int(adp_pct*100)}%)'
-
- # Prepare base invoice values
- invoice_vals = self._prepare_invoice()
- invoice_vals['invoice_origin'] = f"{self.name}{invoice_name_suffix}"
-
- # Add marker for invoice type and link to source sale order
- invoice_vals['x_fc_adp_invoice_portion'] = invoice_type
- invoice_vals['x_fc_source_sale_order_id'] = self.id
-
- # Copy Studio fields if they exist on the invoice model
- # Use helper function to safely set values
- AccountMove = self.env['account.move']
-
- def safe_set_field(field_name, value, target_dict):
- """Safely set a field value, checking field type and valid options."""
- if field_name not in AccountMove._fields:
- return
- field = AccountMove._fields[field_name]
- try:
- if field.type == 'boolean':
- # Convert to boolean
- target_dict[field_name] = bool(value)
- elif field.type == 'selection':
- # Check if value is valid
- selection = field.selection
- if callable(selection):
- selection = selection(AccountMove)
- valid_values = [s[0] for s in selection] if selection else []
- if value in valid_values:
- target_dict[field_name] = value
- elif str(value).lower() in [v.lower() for v in valid_values if isinstance(v, str)]:
- # Find the matching case
- for v in valid_values:
- if isinstance(v, str) and v.lower() == str(value).lower():
- target_dict[field_name] = v
- break
- elif field.type == 'many2one':
- # Handle Many2one - pass record id or False
- if hasattr(value, 'id'):
- target_dict[field_name] = value.id
- elif value:
- target_dict[field_name] = value
- else:
- # Char, Text, etc. - just set directly
- target_dict[field_name] = value
- except Exception:
- pass # Skip if any error
-
- # Invoice type will be set based on invoice_type parameter ('adp' or 'client')
- # and the sale type - handled below when setting x_fc_invoice_type
-
- # Copy primary serial to invoice
- primary_serial = self.x_fc_primary_serial
- if primary_serial:
- invoice_vals['x_fc_primary_serial'] = primary_serial
-
- # Set invoice type based on invoice_type parameter and sale type
- if invoice_type == 'client':
- # Client portion invoice - set to 'adp_client'
- fc_invoice_type = 'adp_client'
- else:
- # ADP/Funder portion invoice - use the sale type directly
- # This preserves the sale type context (ADP, ADP/ODSP, ODSP, WSIB, etc.)
- sale_type = self.x_fc_sale_type or 'adp'
- # For ADP-related sale types, use the sale type as invoice type
- fc_invoice_type = sale_type
-
- # For ADP invoices: Change customer to ADP contact, keep original client as delivery address
- original_partner = self.partner_id
- original_delivery = self.partner_shipping_id or self.partner_id
-
- # Find the ADP contact (search by name)
- adp_partner = self.env['res.partner'].sudo().search([
- '|', '|', '|',
- ('name', 'ilike', 'ADP (Assistive Device Program)'),
- ('name', 'ilike', 'Assistive Device Program'),
- ('name', '=', 'ADP'),
- ('name', 'ilike', 'ADP -'),
- ], limit=1)
-
- if adp_partner:
- # Set ADP as the invoice customer
- invoice_vals['partner_id'] = adp_partner.id
- # Keep original client as delivery address
- invoice_vals['partner_shipping_id'] = original_partner.id
-
- invoice_vals.update({
- 'x_fc_invoice_type': fc_invoice_type,
- 'x_fc_client_type': self._get_client_type(),
- 'x_fc_claim_number': self.x_fc_claim_number,
- 'x_fc_client_ref_1': self.x_fc_client_ref_1,
- 'x_fc_client_ref_2': self.x_fc_client_ref_2,
- 'x_fc_adp_delivery_date': self.x_fc_adp_delivery_date,
- 'x_fc_service_start_date': self.x_fc_service_start_date,
- 'x_fc_service_end_date': self.x_fc_service_end_date,
- 'x_fc_authorizer_id': self.x_fc_authorizer_id.id if self.x_fc_authorizer_id else False,
- # Set ADP billing status to 'waiting' by default for ADP invoices
- 'x_fc_adp_billing_status': 'waiting' if invoice_type == 'adp' else 'not_applicable',
- })
-
- # Create invoice
- invoice = self.env['account.move'].sudo().create(invoice_vals)
-
- # Create invoice lines - include sections, notes, AND products
- #
- # PORTION CALCULATION:
- # - Get ADP price from device codes database (priority) or product field
- # - Calculate portions based on client type: REG = 75%/25%, Others = 100%/0%
- # - Client Invoice: price_unit = client portion per unit
- # - ADP Invoice: price_unit = ADP portion per unit
- # - Both portions stored on line for reference
- #
- ADPDevice = self.env['fusion.adp.device.code'].sudo()
- invoice_lines = []
- price_mismatches = [] # Track products with price mismatches
-
- for line in self.order_line:
- # For section and note lines, create minimal line
- if line.display_type in ('line_section', 'line_note'):
- invoice_lines.append({
- 'move_id': invoice.id,
- 'display_type': line.display_type,
- 'name': line.name,
- 'sequence': line.sequence,
- })
- continue
-
- # Skip lines without products or zero quantity
- if not line.product_id or line.product_uom_qty <= 0:
- continue
-
- # =================================================================
- # CHECK 1: Is this a NON-ADP funded product?
- # =================================================================
- is_non_adp_funded = line.product_id.is_non_adp_funded()
-
- # =================================================================
- # CHECK 2: Get ADP device info from database
- # =================================================================
- device_code = line._get_adp_device_code()
- adp_device = None
- is_adp_device = False
- db_adp_price = 0
-
- if device_code and not is_non_adp_funded:
- adp_device = ADPDevice.search([
- ('device_code', '=', device_code),
- ('active', '=', True)
- ], limit=1)
- is_adp_device = bool(adp_device)
- if adp_device:
- db_adp_price = adp_device.adp_price or 0
-
- # Determine if item is approved
- is_approved = line.x_fc_adp_approved
-
- # =================================================================
- # GET ADP PRICE - Priority: DB > Product Field > Line Price
- # =================================================================
- product_tmpl = line.product_id.product_tmpl_id
- product_adp_price = 0
-
- # Try product fields
- if hasattr(product_tmpl, 'x_fc_adp_price'):
- product_adp_price = getattr(product_tmpl, 'x_fc_adp_price', 0) or 0
- # Determine final ADP price to use
- if db_adp_price > 0:
- adp_max_price = db_adp_price
- # Check for price mismatch
- if product_adp_price > 0 and abs(db_adp_price - product_adp_price) > 0.01:
- price_mismatches.append({
- 'product': line.product_id,
- 'device_code': device_code,
- 'db_price': db_adp_price,
- 'product_price': product_adp_price,
- })
- elif product_adp_price > 0:
- adp_max_price = product_adp_price
- else:
- # Fallback to selling price
- adp_max_price = line.price_unit
-
- # =================================================================
- # CALCULATE PORTIONS based on client type
- # =================================================================
- qty = line.product_uom_qty
- total_adp_base = adp_max_price * qty
-
- if is_non_adp_funded or not is_adp_device:
- # NON-ADP item: Client pays 100%
- adp_portion = 0
- client_portion = line.price_subtotal
- is_full_client = True
- elif is_adp_device and not is_approved:
- # ADP device NOT approved: Client pays 100%
- adp_portion = 0
- client_portion = line.price_subtotal
- is_full_client = True
- else:
- # ADP device APPROVED: Calculate based on client type
- is_full_client = False
- if client_type == 'REG':
- adp_portion = total_adp_base * 0.75
- client_portion = total_adp_base * 0.25
- else:
- # ODS, OWP, ACS, etc. = 100% ADP
- adp_portion = total_adp_base
- client_portion = 0
-
- # Apply deductions if any
- if line.x_fc_deduction_type == 'pct' and line.x_fc_deduction_value:
- # PCT deduction: ADP pays X% of their normal portion
- effective_pct = line.x_fc_deduction_value / 100
- if client_type == 'REG':
- adp_portion = total_adp_base * 0.75 * effective_pct
- else:
- adp_portion = total_adp_base * effective_pct
- client_portion = total_adp_base - adp_portion
- elif line.x_fc_deduction_type == 'amt' and line.x_fc_deduction_value:
- # AMT deduction: Fixed amount deducted from ADP
- adp_portion = max(0, adp_portion - line.x_fc_deduction_value)
- client_portion = total_adp_base - adp_portion
-
- # =================================================================
- # DETERMINE INVOICE LINE AMOUNT
- # =================================================================
- if invoice_type == 'client':
- if is_full_client:
- portion_amount = client_portion
- line_name = line.name if not (is_adp_device and not is_approved) else f"{line.name} [NOT APPROVED - 100% Client]"
- else:
- portion_amount = client_portion
- line_name = line.name
- else: # ADP invoice
- if is_non_adp_funded or not is_adp_device or (is_adp_device and not is_approved):
- # Skip from ADP invoice
- continue
- portion_amount = adp_portion
- line_name = line.name
-
- # Calculate adjusted price per unit
- adjusted_price = portion_amount / qty if qty else 0
-
- # Build invoice line vals
- line_vals = {
- 'move_id': invoice.id,
- 'product_id': line.product_id.id,
- 'name': line_name,
- 'quantity': qty,
- 'product_uom_id': line.product_uom_id.id,
- 'price_unit': adjusted_price,
- 'discount': line.discount,
- 'tax_ids': [(6, 0, line.tax_ids.ids)],
- 'sale_line_ids': [(6, 0, [line.id])],
- 'sequence': line.sequence,
- }
-
- # Copy serial number and other fields
- if 'x_fc_serial_number' in self.env['account.move.line']._fields:
- line_vals['x_fc_serial_number'] = line.x_fc_serial_number
- if 'x_fc_device_placement' in self.env['account.move.line']._fields:
- line_vals['x_fc_device_placement'] = line.x_fc_device_placement
-
- # Store BOTH portions on invoice line (for display)
- if 'x_fc_adp_portion' in self.env['account.move.line']._fields:
- line_vals['x_fc_adp_portion'] = adp_portion
- if 'x_fc_client_portion' in self.env['account.move.line']._fields:
- line_vals['x_fc_client_portion'] = client_portion
- if 'x_fc_adp_max_price' in self.env['account.move.line']._fields:
- line_vals['x_fc_adp_max_price'] = adp_max_price
- if 'x_fc_adp_approved' in self.env['account.move.line']._fields:
- line_vals['x_fc_adp_approved'] = is_approved
- if 'x_fc_adp_device_type' in self.env['account.move.line']._fields and adp_device:
- line_vals['x_fc_adp_device_type'] = adp_device.device_type or ''
-
- invoice_lines.append(line_vals)
-
- if invoice_lines:
- self.env['account.move.line'].sudo().create(invoice_lines)
-
- # =================================================================
- # POST PRICE MISMATCH WARNINGS
- # =================================================================
- if price_mismatches:
- mismatch_msg = '' - f'Previous funding was only {years:.1f} years ago (less than 5 years).
' - 'ADP may apply deductions to this replacement claim. Please verify the approval letter.' - '
⚠️ ADP Price Mismatches Detected
- '
- for pm in price_mismatches:
- mismatch_msg += (
- f'
Database prices were used. Consider updating product prices.
' - self.message_post(body=mismatch_msg, message_type='notification', subtype_xmlid='mail.mt_note') - - # Auto-update product prices from database - for pm in price_mismatches: - product_tmpl = pm['product'].product_tmpl_id - if hasattr(product_tmpl, 'x_fc_adp_price'): - product_tmpl.sudo().write({'x_fc_adp_price': pm['db_price']}) - - # ================================================================= - # POST INVOICE CREATION MESSAGE TO CHATTER - # ================================================================= - if invoice and invoice_lines: - # Calculate totals from the created invoice - invoice.invalidate_recordset() - invoice_total = invoice.amount_total - - # Calculate portion totals from the lines we just created - total_adp_portion = sum( - line_vals.get('x_fc_adp_portion', 0) - for line_vals in invoice_lines - if isinstance(line_vals, dict) and 'x_fc_adp_portion' in line_vals - ) - total_client_portion = sum( - line_vals.get('x_fc_client_portion', 0) - for line_vals in invoice_lines - if isinstance(line_vals, dict) and 'x_fc_client_portion' in line_vals - ) - - user_name = self.env.user.name - create_date = fields.Date.today().strftime('%B %d, %Y') - client_name = self.partner_id.name or 'N/A' - - if invoice_type == 'client': - # Client Invoice - Blue theme using Bootstrap - pct_label = f'{int(client_pct*100)}%' - - invoice_msg = Markup(f'''
-
-
-
-
-
- View Invoice
-
''')
- else:
- # ADP Invoice - Green theme using Bootstrap
- pct_label = f'{int(adp_pct*100)}%'
-
- invoice_msg = Markup(f'''Client Invoice Created
-| Client: | {client_name} |
| Created By: | {user_name} |
| Date: | {create_date} |
-
| Client Portion ({pct_label}): | ${total_client_portion:,.2f} |
| Invoice Total: | ${invoice_total:,.2f} |
-
-
-
-
-
- View Invoice
-
''')
-
- self.message_post(
- body=invoice_msg,
- message_type='notification',
- subtype_xmlid='mail.mt_note',
- )
-
- return invoice
-
- # ==========================================================================
- # OVERRIDE _get_invoiceable_lines TO INCLUDE ALL SECTIONS AND NOTES
- # ==========================================================================
- def _get_invoiceable_lines(self, final=False):
- """Override to ensure ALL sections and notes are included in invoices.
-
- Standard Odoo behavior only includes sections/notes if they have invoiceable
- product lines AFTER them. This causes warranty, refund policy, and other
- important sections at the end of the order to be dropped from invoices.
-
- This override includes all sections and notes regardless of position.
- """
- # Get the standard invoiceable lines first
- invoiceable_lines = super()._get_invoiceable_lines(final)
-
- # Collect all section and note lines from the order
- all_display_lines = self.order_line.filtered(
- lambda l: l.display_type in ('line_section', 'line_subsection', 'line_note')
- )
-
- # Add any sections/notes that weren't included by the standard method
- missing_display_lines = all_display_lines - invoiceable_lines
-
- if missing_display_lines:
- # Combine and sort by sequence to maintain order
- combined = invoiceable_lines | missing_display_lines
- return combined.sorted(key=lambda l: l.sequence)
-
- return invoiceable_lines
-
- # ==========================================================================
- # INVOICE PREPARATION (Copy ADP fields to Invoice)
- # ==========================================================================
- def _prepare_invoice(self):
- """Override to copy ADP fields to the invoice."""
- vals = super()._prepare_invoice()
- if self._is_adp_sale():
- # Normalize sale type to match x_fc_invoice_type selection (lowercase)
- sale_type_raw = self.x_fc_sale_type or ''
- sale_type_normalized = str(sale_type_raw).lower() if sale_type_raw else 'adp'
- valid_types = ('adp', 'adp_odsp', 'odsp', 'wsib', 'direct_private', 'insurance',
- 'march_of_dimes', 'muscular_dystrophy', 'other', 'rental')
- if sale_type_normalized not in valid_types:
- if 'adp' in sale_type_normalized:
- sale_type_normalized = 'adp'
- else:
- sale_type_normalized = 'other'
-
- vals.update({
- 'x_fc_invoice_type': sale_type_normalized,
- 'x_fc_client_type': self.x_fc_client_type,
- 'x_fc_claim_number': self.x_fc_claim_number,
- 'x_fc_client_ref_1': self.x_fc_client_ref_1,
- 'x_fc_client_ref_2': self.x_fc_client_ref_2,
- 'x_fc_adp_delivery_date': self.x_fc_adp_delivery_date,
- 'x_fc_service_start_date': self.x_fc_service_start_date,
- 'x_fc_service_end_date': self.x_fc_service_end_date,
- 'x_fc_authorizer_id': self.x_fc_authorizer_id.id if self.x_fc_authorizer_id else False,
- })
- return vals
-
- # ==========================================================================
- # DOCUMENT CHATTER POSTING
- # ==========================================================================
- def _post_document_to_chatter(self, field_name, document_label=None):
- """Post a document attachment to the chatter with a link.
-
- Args:
- field_name: The binary field name (e.g., 'x_fc_final_submitted_application')
- document_label: Optional label for the document (defaults to field string)
- """
- self.ensure_one()
-
- # Map field names to filename fields
- filename_mapping = {
- 'x_fc_original_application': 'x_fc_original_application_filename',
- 'x_fc_signed_pages_11_12': 'x_fc_signed_pages_filename',
- 'x_fc_final_submitted_application': 'x_fc_final_application_filename',
- 'x_fc_xml_file': 'x_fc_xml_filename',
- 'x_fc_proof_of_delivery': 'x_fc_proof_of_delivery_filename',
- }
-
- data_field = field_name
- filename_field = filename_mapping.get(field_name, field_name + '_filename')
-
- data = getattr(self, data_field, None)
- original_filename = getattr(self, filename_field, None) or 'document'
-
- if not data:
- return
-
- # Get document label from field definition if not provided
- if not document_label:
- field_obj = self._fields.get(data_field)
- document_label = field_obj.string if field_obj else data_field
-
- # Check for existing attachments with same name for revision numbering
- existing_count = self.env['ir.attachment'].sudo().search_count([
- ('res_model', '=', 'sale.order'),
- ('res_id', '=', self.id),
- ('name', '=like', original_filename.rsplit('.', 1)[0] + '%'),
- ])
-
- # Add revision number if this is a replacement
- if existing_count > 0 and '(replaced)' in (document_label or ''):
- # This is an old document being replaced - add revision number
- base_name, ext = original_filename.rsplit('.', 1) if '.' in original_filename else (original_filename, '')
- filename = f"R{existing_count}_{base_name}.{ext}" if ext else f"R{existing_count}_{base_name}"
- else:
- filename = original_filename
-
- # Create attachment with the original/revised filename
- attachment = self.env['ir.attachment'].sudo().create({
- 'name': filename,
- 'datas': data,
- 'res_model': 'sale.order',
- 'res_id': self.id,
- })
-
- # Post message with attachment (shows as native Odoo attachment with preview)
- user_name = self.env.user.name
- now = fields.Datetime.now()
-
- body = Markup("""
- ADP Invoice Created
-| Client: | {client_name} |
| Created By: | {user_name} |
| Date: | {create_date} |
-
| ADP Portion ({pct_label}): | ${total_adp_portion:,.2f} |
| Invoice Total: | ${invoice_total:,.2f} |
{label} uploaded by {user}
-{timestamp}
- """).format( - label=document_label, - user=user_name, - timestamp=now.strftime('%Y-%m-%d %H:%M:%S') - ) - - # Use attachment_ids to show as native attachment with preview capability - self.message_post( - body=body, - message_type='notification', - subtype_xmlid='mail.mt_note', - attachment_ids=[attachment.id], - ) - - return attachment - - # ========================================================================== - # AUTOMATIC EMAIL SENDING - # ========================================================================== - - def _is_email_notifications_enabled(self): - """Check if email notifications are enabled in settings.""" - ICP = self.env['ir.config_parameter'].sudo() - return ICP.get_param('fusion_claims.enable_email_notifications', 'True').lower() in ('true', '1', 'yes') - - def _get_office_cc_emails(self): - """Get office notification emails from company settings.""" - company = self.company_id or self.env.company - partners = company.sudo().x_fc_office_notification_ids - return [p.email for p in partners if p.email] - - def _get_email_recipients(self, include_client=False, include_authorizer=True, include_sales_rep=True): - """Get standard email recipients for ADP notifications. - - Returns dict with: - - 'to': List of primary recipient emails - - 'cc': List of CC recipient emails - - 'office_cc': List of office CC emails from settings - """ - self.ensure_one() - to_emails = [] - cc_emails = [] - - # Get authorizer - authorizer = self.x_fc_authorizer_id - - # Get sales rep - sales_rep = self.user_id - - # Get client - client = self.partner_id - - # Build recipient lists - if include_client and client and client.email: - to_emails.append(client.email) - - if include_authorizer and authorizer and authorizer.email: - if to_emails: - cc_emails.append(authorizer.email) - else: - to_emails.append(authorizer.email) - - if include_sales_rep and sales_rep and sales_rep.email: - cc_emails.append(sales_rep.email) - - # Get office CC emails - office_cc = self._get_office_cc_emails() - - return { - 'to': to_emails, - 'cc': cc_emails, - 'office_cc': office_cc, - 'authorizer': authorizer, - 'sales_rep': sales_rep, - 'client': client, - } - - def _check_authorizer_portal_access(self): - """Check if authorizer has logged into portal. - - Returns True if authorizer has a portal user with a password set. - """ - self.ensure_one() - authorizer = self.x_fc_authorizer_id - - if not authorizer: - return False - - # Find portal user for this partner - portal_user = self.env['res.users'].sudo().search([ - ('partner_id', '=', authorizer.id), - ('share', '=', True), # Portal users have share=True - ], limit=1) - - if not portal_user: - return False - - # Check if user has logged in (has password and has login date) - return bool(portal_user.login_date) - - def _build_case_detail_rows(self, include_amounts=False): - """Build standard case detail rows for email templates.""" - self.ensure_one() - - def fmt(d): - return d.strftime('%B %d, %Y') if d else None - - rows = [ - ('Case', self.name), - ('Client', self.partner_id.name or 'N/A'), - ('Claim Number', self.x_fc_claim_number or None), - ('Client Ref 1', self.x_fc_client_ref_1 or None), - ('Client Ref 2', self.x_fc_client_ref_2 or None), - ('Assessment Date', fmt(self.x_fc_assessment_end_date)), - ('Submission Date', fmt(self.x_fc_claim_submission_date)), - ('Approval Date', fmt(self.x_fc_claim_approval_date)), - ('Delivery Date', fmt(self.x_fc_adp_delivery_date)), - ] - if include_amounts: - rows.extend([ - ('ADP Portion', f'${self.x_fc_adp_portion_total or 0:,.2f}'), - ('Client Portion', f'${self.x_fc_client_portion_total or 0:,.2f}'), - ('Total', f'${self.amount_total:,.2f}'), - ]) - # Filter out None values - return [(l, v) for l, v in rows if v is not None] - - def _email_chatter_log(self, label, email_to, email_cc=None, extra_lines=None): - """Post a concise chatter note confirming an email was sent.""" - lines = [f''
- f'{label}'
- f'
'
- )
- self.message_post(body=body, message_type='notification', subtype_xmlid='mail.mt_note')
-
- def _send_submission_email(self):
- """Send email when application is submitted with PDF and XML attachments."""
- self.ensure_one()
- if not self._is_email_notifications_enabled():
- return False
-
- recipients = self._get_email_recipients(include_client=True, include_authorizer=True, include_sales_rep=True)
- to_emails = recipients.get('to', [])
- cc_emails = recipients.get('cc', []) + recipients.get('office_cc', [])
- if not to_emails and not cc_emails:
- return False
-
- # Reuse existing field attachments (created by Odoo for attachment=True fields)
- # instead of creating duplicates
- attachments = []
- attachment_names = []
- Attachment = self.env['ir.attachment'].sudo()
- if self.x_fc_final_submitted_application:
- att = Attachment.search([
- ('res_model', '=', 'sale.order'),
- ('res_id', '=', self.id),
- ('res_field', '=', 'x_fc_final_submitted_application'),
- ], order='id desc', limit=1)
- if att:
- attachments.append(att.id)
- attachment_names.append('Final ADP Application (PDF)')
- if self.x_fc_xml_file:
- att = Attachment.search([
- ('res_model', '=', 'sale.order'),
- ('res_id', '=', self.id),
- ('res_field', '=', 'x_fc_xml_file'),
- ], order='id desc', limit=1)
- if att:
- attachments.append(att.id)
- attachment_names.append('XML Data File')
-
- client_name = recipients.get('client', self.partner_id).name or 'Client'
- sales_rep_name = (recipients.get('sales_rep') or self.env.user).name
- submission_date = self.x_fc_claim_submission_date.strftime('%B %d, %Y') if self.x_fc_claim_submission_date else 'Today'
-
- body_html = self._email_build(
- title='Application Submitted',
- summary=f'The ADP application for {client_name} has been submitted on {submission_date}.',
- email_type='info',
- sections=[('Case Details', self._build_case_detail_rows())],
- note='What happens next: The Assistive Devices Program will review the application. '
- 'This typically takes 2-4 weeks. We will notify you as soon as we receive a decision.',
- attachments_note=', '.join(attachment_names) if attachment_names else None,
- button_url=f'{self.get_base_url()}/web#id={self.id}&model=sale.order&view_type=form',
- sender_name=sales_rep_name,
- )
-
- email_to = ', '.join(to_emails) if to_emails else ', '.join(cc_emails[:1])
- email_cc = ', '.join(cc_emails) if to_emails else ', '.join(cc_emails[1:])
- try:
- mail = self.env['mail.mail'].sudo().create({
- 'subject': f'Application Submitted - {client_name} - {self.name}',
- 'body_html': body_html,
- 'email_to': email_to, 'email_cc': email_cc,
- 'model': 'sale.order', 'res_id': self.id,
- 'attachment_ids': [(6, 0, attachments)] if attachments else False,
- })
- mail.send()
- self._email_chatter_log('Application Submitted email sent', email_to, email_cc,
- [f'Attachments: {", ".join(attachment_names)}'] if attachment_names else None)
- _logger.info(f"Submission email sent for {self.name}")
- return True
- except Exception as e:
- _logger.error(f"Failed to send submission email for {self.name}: {e}")
- return False
-
- @api.model
- def _cron_send_application_reminders(self):
- """Cron job: Find assessments completed X days ago without application and send reminders."""
- from datetime import timedelta
-
- if not self._is_email_notifications_enabled():
- _logger.info("Email notifications disabled, skipping application reminders")
- return
-
- # Get reminder days from settings (default 4)
- ICP = self.env['ir.config_parameter'].sudo()
- reminder_days = int(ICP.get_param('fusion_claims.application_reminder_days', '4'))
-
- # Calculate target date (X days ago)
- target_date = fields.Date.today() - timedelta(days=reminder_days)
-
- # Find orders where:
- # - Assessment completed on target date (x_fc_assessment_end_date = target_date)
- # - Status is still 'waiting_for_application' (no application received yet)
- # - Not already reminded (we'll track this with x_fc_application_reminder_sent)
- orders = self.search([
- ('x_fc_assessment_end_date', '=', target_date),
- ('x_fc_adp_application_status', 'in', ['waiting_for_application', 'assessment_completed']),
- ('x_fc_application_reminder_sent', '=', False),
- ])
-
- _logger.info(f"Application reminder cron: Found {len(orders)} orders to remind (assessed on {target_date})")
-
- for order in orders:
- try:
- order._send_application_reminder_email()
- except Exception as e:
- _logger.error(f"Failed to send application reminder for {order.name}: {e}")
-
- def _send_application_reminder_email(self):
- """Send reminder to therapist to submit ADP application."""
- self.ensure_one()
- if not self._is_email_notifications_enabled():
- return False
-
- authorizer = self.x_fc_authorizer_id
- if not authorizer or not authorizer.email:
- return False
-
- client_name = self.partner_id.name or 'the client'
- assessment_date = self.x_fc_assessment_end_date.strftime('%B %d, %Y') if self.x_fc_assessment_end_date else 'recently'
- sales_rep_name = self.user_id.name if self.user_id else 'The Sales Team'
-
- body_html = self._email_build(
- title='Application Reminder',
- summary=f'The assessment for {client_name} was completed on {assessment_date}. '
- f'We have not yet received the ADP application documents.',
- email_type='attention',
- sections=[('Case Details', self._build_case_detail_rows())],
- note='Action needed: Please submit the completed ADP application '
- '(including pages 11-12 signed by the client) so we can proceed with the claim submission.',
- note_color='#d69e2e',
- button_url=f'{self.get_base_url()}/web#id={self.id}&model=sale.order&view_type=form',
- sender_name=sales_rep_name,
- )
-
- recipients = self._get_email_recipients(include_client=False, include_authorizer=True, include_sales_rep=True)
- all_cc = recipients.get('cc', []) + recipients.get('office_cc', [])
- email_cc = ', '.join(all_cc) if all_cc else ''
-
- try:
- mail = self.env['mail.mail'].sudo().create({
- 'subject': f'Application Reminder - {client_name} - {self.name}',
- 'body_html': body_html,
- 'email_to': authorizer.email, 'email_cc': email_cc,
- 'model': 'sale.order', 'res_id': self.id,
- })
- mail.send()
- self.with_context(skip_all_validations=True).write({'x_fc_application_reminder_sent': True})
- self._email_chatter_log('Application Reminder sent', authorizer.email, email_cc)
- return True
- except Exception as e:
- _logger.error(f"Failed to send application reminder for {self.name}: {e}")
- return False
-
- @api.model
- def _cron_send_application_reminders_2(self):
- """Cron job: Send second reminder X days after first reminder was sent."""
- from datetime import timedelta
-
- if not self._is_email_notifications_enabled():
- _logger.info("Email notifications disabled, skipping second application reminders")
- return
-
- # Get reminder days from settings
- ICP = self.env['ir.config_parameter'].sudo()
- first_reminder_days = int(ICP.get_param('fusion_claims.application_reminder_days', '4'))
- second_reminder_days = int(ICP.get_param('fusion_claims.application_reminder_2_days', '4'))
-
- # Calculate target date: assessment_end_date + first_reminder_days + second_reminder_days
- total_days = first_reminder_days + second_reminder_days
- target_date = fields.Date.today() - timedelta(days=total_days)
-
- # Find orders where:
- # - Assessment completed on target date
- # - First reminder was sent
- # - Second reminder not yet sent
- # - Status still waiting for application
- orders = self.search([
- ('x_fc_assessment_end_date', '=', target_date),
- ('x_fc_adp_application_status', 'in', ['waiting_for_application', 'assessment_completed']),
- ('x_fc_application_reminder_sent', '=', True),
- ('x_fc_application_reminder_2_sent', '=', False),
- ])
-
- _logger.info(f"Second application reminder cron: Found {len(orders)} orders to remind (assessed on {target_date})")
-
- for order in orders:
- try:
- order._send_application_reminder_2_email()
- except Exception as e:
- _logger.error(f"Failed to send second application reminder for {order.name}: {e}")
-
- def _send_application_reminder_2_email(self):
- """Send second/follow-up reminder to therapist to submit ADP application."""
- self.ensure_one()
- if not self._is_email_notifications_enabled():
- return False
-
- authorizer = self.x_fc_authorizer_id
- if not authorizer or not authorizer.email:
- return False
-
- client_name = self.partner_id.name or 'the client'
- assessment_date = self.x_fc_assessment_end_date.strftime('%B %d, %Y') if self.x_fc_assessment_end_date else 'recently'
- days_since = (fields.Date.today() - self.x_fc_assessment_end_date).days if self.x_fc_assessment_end_date else 'several'
- sales_rep_name = self.user_id.name if self.user_id else 'The Sales Team'
-
- body_html = self._email_build(
- title='Follow-up: Application Needed',
- summary=f'It has been {days_since} days since the assessment for '
- f'{client_name} was completed on {assessment_date}. '
- f'We have not yet received the ADP application.',
- email_type='attention',
- sections=[('Case Details', self._build_case_detail_rows())],
- note='Assessment validity: ADP assessments are valid for 90 days. '
- 'To avoid delays or the need for a new assessment, please submit the application '
- 'as soon as possible.',
- note_color='#d69e2e',
- button_url=f'{self.get_base_url()}/web#id={self.id}&model=sale.order&view_type=form',
- sender_name=sales_rep_name,
- )
-
- all_cc = []
- if self.user_id and self.user_id.email:
- all_cc.append(self.user_id.email)
- all_cc.extend(self._get_office_cc_emails())
- email_cc = ', '.join(all_cc) if all_cc else ''
-
- try:
- mail = self.env['mail.mail'].sudo().create({
- 'subject': f'Follow-up: Application Needed - {client_name} - {self.name}',
- 'body_html': body_html,
- 'email_to': authorizer.email, 'email_cc': email_cc,
- 'model': 'sale.order', 'res_id': self.id,
- })
- mail.send()
- self.with_context(skip_all_validations=True).write({'x_fc_application_reminder_2_sent': True})
- self._email_chatter_log('Follow-up Reminder sent', authorizer.email, email_cc,
- [f'Days since assessment: {days_since}'])
- return True
- except Exception as e:
- _logger.error(f"Failed to send second reminder for {self.name}: {e}")
- return False
-
- def _send_billed_summary_email(self):
- """Send summary email when order is billed to ADP."""
- self.ensure_one()
- authorizer = self.x_fc_authorizer_id
- sales_rep = self.user_id
- email_list = []
- if authorizer and authorizer.email:
- email_list.append(authorizer.email)
- if sales_rep and sales_rep.email:
- email_list.append(sales_rep.email)
- if not email_list:
- return False
-
- client_name = self.partner_id.name or 'Client'
- body_html = self._email_build(
- title='Billing Complete',
- summary=f'The ADP claim for {client_name} has been successfully billed.',
- email_type='success',
- sections=[
- ('Case Details', self._build_case_detail_rows(include_amounts=True)),
- ],
- note='This case has been billed. Thank you for your collaboration.',
- note_color='#38a169',
- button_url=f'{self.get_base_url()}/web#id={self.id}&model=sale.order&view_type=form',
- sender_name=(sales_rep.name if sales_rep else None),
- )
- email_to = ', '.join(email_list)
- try:
- mail = self.env['mail.mail'].sudo().create({
- 'subject': f'Billing Complete - {client_name} - {self.name}',
- 'body_html': body_html, 'email_to': email_to,
- 'model': 'sale.order', 'res_id': self.id,
- })
- mail.send()
- self._email_chatter_log('Billing Complete email sent', email_to)
- return True
- except Exception as e:
- _logger.error(f"Failed to send billed email for {self.name}: {e}")
- return False
-
- def _send_approval_email(self):
- """Send notification when ADP application is approved."""
- self.ensure_one()
- if not self._is_email_notifications_enabled():
- return False
- recipients = self._get_email_recipients(include_client=True, include_authorizer=True, include_sales_rep=True)
- to_emails = recipients.get('to', [])
- cc_emails = recipients.get('cc', []) + recipients.get('office_cc', [])
- if not to_emails:
- return False
- client_name = (recipients.get('client') or self.partner_id).name or 'Client'
- sales_rep_name = (recipients.get('sales_rep') or self.env.user).name
- is_deduction = self.x_fc_adp_application_status == 'approved_deduction'
- status_label = 'Approved with Deduction' if is_deduction else 'Approved'
- note_text = (
- 'Next steps: Our team will be in touch shortly to schedule '
- 'the delivery of your equipment.'
- )
- if is_deduction:
- note_text = (
- 'Note: This application was approved with a deduction. '
- 'The final amounts may differ from the original request. Our team will '
- 'contact you with the details and next steps for delivery.'
- )
-
- body_html = self._email_build(
- title='Application Approved',
- summary=f'The ADP application for {client_name} has been '
- f'{status_label.lower()}.',
- email_type='success',
- sections=[('Case Details', self._build_case_detail_rows(include_amounts=True))],
- note=note_text,
- note_color='#38a169',
- button_url=f'{self.get_base_url()}/web#id={self.id}&model=sale.order&view_type=form',
- sender_name=sales_rep_name,
- )
- email_to = ', '.join(to_emails)
- email_cc = ', '.join(cc_emails) if cc_emails else ''
- try:
- self.env['mail.mail'].sudo().create({
- 'subject': f'Application {status_label} - {client_name} - {self.name}',
- 'body_html': body_html,
- 'email_to': email_to, 'email_cc': email_cc,
- 'model': 'sale.order', 'res_id': self.id,
- }).send()
- self._email_chatter_log(f'Application {status_label} email sent', email_to, email_cc)
- return True
- except Exception as e:
- _logger.error(f"Failed to send approval email for {self.name}: {e}")
- return False
-
- def _send_denial_email(self):
- """Send notification when ADP application is denied (funding denied)."""
- self.ensure_one()
- if not self._is_email_notifications_enabled():
- return False
- recipients = self._get_email_recipients(include_client=True, include_authorizer=True, include_sales_rep=True)
- to_emails = recipients.get('to', [])
- cc_emails = recipients.get('cc', []) + recipients.get('office_cc', [])
- if not to_emails:
- return False
- client_name = (recipients.get('client') or self.partner_id).name or 'Client'
- sales_rep_name = (recipients.get('sales_rep') or self.env.user).name
-
- body_html = self._email_build(
- title='Application Update',
- summary=f'The ADP application for {client_name} was not approved at this time.',
- email_type='urgent',
- sections=[('Case Details', self._build_case_detail_rows())],
- note='Your options: You may request a detailed explanation, '
- 'submit an appeal if you believe the decision was made in error, or explore '
- 'alternative funding options. Our team is here to help.',
- note_color='#c53030',
- button_url=f'{self.get_base_url()}/web#id={self.id}&model=sale.order&view_type=form',
- sender_name=sales_rep_name,
- )
- email_to = ', '.join(to_emails)
- email_cc = ', '.join(cc_emails) if cc_emails else ''
- try:
- self.env['mail.mail'].sudo().create({
- 'subject': f'Application Update - {client_name} - {self.name}',
- 'body_html': body_html,
- 'email_to': email_to, 'email_cc': email_cc,
- 'model': 'sale.order', 'res_id': self.id,
- }).send()
- self._email_chatter_log('Application Denied email sent', email_to, email_cc)
- return True
- except Exception as e:
- _logger.error(f"Failed to send denial email for {self.name}: {e}")
- return False
-
- def _send_rejection_email(self):
- """Send notification when ADP rejects the submission (data errors, not funding denial)."""
- self.ensure_one()
- if not self._is_email_notifications_enabled():
- return False
- recipients = self._get_email_recipients(include_client=False, include_authorizer=True, include_sales_rep=True)
- to_emails = recipients.get('to', [])
- cc_emails = recipients.get('cc', []) + recipients.get('office_cc', [])
- if not to_emails:
- return False
-
- client_name = self.partner_id.name or 'the client'
- sales_rep_name = (recipients.get('sales_rep') or self.env.user).name
- rejection_reason_labels = {
- 'name_correction': 'Name Correction Needed',
- 'healthcard_correction': 'Health Card Correction Needed',
- 'duplicate_claim': 'Duplicate Claim Exists',
- 'xml_format_error': 'XML Format/Validation Error',
- 'missing_info': 'Missing Required Information',
- 'other': 'Other',
- }
- rejection_reason = self.x_fc_rejection_reason or 'other'
- rejection_label = rejection_reason_labels.get(rejection_reason, rejection_reason)
- rejection_details = self.x_fc_rejection_reason_other or ''
- note_text = f'Reason: {rejection_label}'
- # PLACEHOLDER_REJECTION_START -- marker removed
- if rejection_details:
- note_text += f'- {"".join(lines)}
{rejection_details}' - - body_html = self._email_build( - title='Action Required: Submission Returned', - summary=f'The ADP submission for {client_name} has been returned and needs correction.', - email_type='urgent', - sections=[('Case Details', self._build_case_detail_rows())], - note=note_text, - note_color='#c53030', - button_url=f'{self.get_base_url()}/web#id={self.id}&model=sale.order&view_type=form', - sender_name=sales_rep_name, - ) - email_to = ', '.join(to_emails) - email_cc = ', '.join(cc_emails) if cc_emails else '' - try: - self.env['mail.mail'].sudo().create({ - 'subject': f'Action Required: Submission Returned - {client_name} - {self.name}', - 'body_html': body_html, - 'email_to': email_to, 'email_cc': email_cc, - 'model': 'sale.order', 'res_id': self.id, - }).send() - self._email_chatter_log('Submission Returned email sent', email_to, email_cc, - [f'Reason: {rejection_label}']) - return True - except Exception as e: - _logger.error(f"Failed to send rejection email for {self.name}: {e}") - return False - - def _send_correction_needed_email(self, reason=None): - """Send notification when ADP application needs correction.""" - self.ensure_one() - if not self._is_email_notifications_enabled(): - return False - recipients = self._get_email_recipients(include_client=True, include_authorizer=True, include_sales_rep=True) - to_emails = recipients.get('to', []) - cc_emails = recipients.get('cc', []) + recipients.get('office_cc', []) - if not to_emails: - return False - client_name = self.partner_id.name or 'the client' - sales_rep_name = (recipients.get('sales_rep') or self.env.user).name - - note_text = 'Action needed: Please review the application, make the necessary corrections, and resubmit.' - if reason: - note_text = f'Reason for correction: {reason}
{note_text}' - - body_html = self._email_build( - title='Correction Needed', - summary=f'The ADP application for {client_name} requires corrections before resubmission.', - email_type='attention', - sections=[('Case Details', self._build_case_detail_rows())], - note=note_text, - note_color='#d69e2e', - button_url=f'{self.get_base_url()}/web#id={self.id}&model=sale.order&view_type=form', - sender_name=sales_rep_name, - ) - email_to = ', '.join(to_emails) - email_cc = ', '.join(cc_emails) if cc_emails else '' - try: - self.env['mail.mail'].sudo().create({ - 'subject': f'Correction Needed - {client_name} - {self.name}', - 'body_html': body_html, - 'email_to': email_to, 'email_cc': email_cc, - 'model': 'sale.order', 'res_id': self.id, - }).send() - self._email_chatter_log('Correction Needed email sent', email_to, email_cc) - return True - except Exception as e: - _logger.error(f"Failed to send correction email for {self.name}: {e}") - return False - - def _send_case_closed_email(self): - """Send summary email when case is closed.""" - self.ensure_one() - if not self._is_email_notifications_enabled(): - return False - recipients = self._get_email_recipients(include_client=True, include_authorizer=True, include_sales_rep=True) - to_emails = recipients.get('to', []) - cc_emails = recipients.get('cc', []) + recipients.get('office_cc', []) - if not to_emails and not cc_emails: - return False - client_name = (recipients.get('client') or self.partner_id).name or 'Client' - sales_rep_name = (recipients.get('sales_rep') or self.env.user).name - - body_html = self._email_build( - title='Case Closed', - summary=f'The ADP case for {client_name} has been completed and closed.', - email_type='success', - sections=[('Case Summary', self._build_case_detail_rows(include_amounts=True))], - note='This case is now closed. All equipment has been delivered and billing is complete. ' - 'Thank you for your collaboration throughout the process.', - note_color='#38a169', - button_url=f'{self.get_base_url()}/web#id={self.id}&model=sale.order&view_type=form', - sender_name=sales_rep_name, - ) - email_to = ', '.join(to_emails) if to_emails else ', '.join(cc_emails[:1]) - email_cc = ', '.join(cc_emails) if to_emails else ', '.join(cc_emails[1:]) - try: - self.env['mail.mail'].sudo().create({ - 'subject': f'Case Closed - {client_name} - {self.name}', - 'body_html': body_html, - 'email_to': email_to, 'email_cc': email_cc, - 'model': 'sale.order', 'res_id': self.id, - }).send() - self._email_chatter_log('Case Closed email sent', email_to, email_cc) - return True - except Exception as e: - _logger.error(f"Failed to send case closed email for {self.name}: {e}") - return False - - def _send_withdrawal_email(self, reason=None): - """Send notification when application is withdrawn.""" - self.ensure_one() - if not self._is_email_notifications_enabled(): - return False - recipients = self._get_email_recipients(include_client=True, include_authorizer=True, include_sales_rep=True) - to_emails = recipients.get('to', []) - cc_emails = recipients.get('cc', []) + recipients.get('office_cc', []) - if not to_emails and not cc_emails: - return False - client_name = (recipients.get('client') or self.partner_id).name or 'Client' - sales_rep_name = (recipients.get('sales_rep') or self.env.user).name - - note_text = 'This application has been withdrawn from the Assistive Devices Program.' - if reason: - note_text += f'
Reason: {reason}' - - body_html = self._email_build( - title='Application Withdrawn', - summary=f'The ADP application for {client_name} has been withdrawn.', - email_type='attention', - sections=[('Case Details', self._build_case_detail_rows())], - note=note_text, - note_color='#d69e2e', - button_url=f'{self.get_base_url()}/web#id={self.id}&model=sale.order&view_type=form', - sender_name=sales_rep_name, - ) - email_to = ', '.join(to_emails) if to_emails else ', '.join(cc_emails[:1]) - email_cc = ', '.join(cc_emails) if to_emails else ', '.join(cc_emails[1:]) - try: - self.env['mail.mail'].sudo().create({ - 'subject': f'Application Withdrawn - {client_name} - {self.name}', - 'body_html': body_html, - 'email_to': email_to, 'email_cc': email_cc, - 'model': 'sale.order', 'res_id': self.id, - }).send() - self._email_chatter_log('Application Withdrawn email sent', email_to, email_cc) - return True - except Exception as e: - _logger.error(f"Failed to send withdrawal email for {self.name}: {e}") - return False - - def _send_ready_for_delivery_email(self, technicians=None, scheduled_datetime=None, notes=None): - """Send notification when application is marked Ready for Delivery.""" - self.ensure_one() - if not self._is_email_notifications_enabled(): - return False - recipients = self._get_email_recipients(include_client=True, include_authorizer=True, include_sales_rep=True) - to_emails = recipients.get('to', []) - cc_emails = recipients.get('cc', []) + recipients.get('office_cc', []) - - # Add technician emails to CC - if technicians: - for tech in technicians: - if hasattr(tech, 'email') and tech.email: - cc_emails.append(tech.email) - - if not to_emails and not cc_emails: - return False - - client_name = (recipients.get('client') or self.partner_id).name or 'Client' - sales_rep_name = (recipients.get('sales_rep') or self.env.user).name - - # Build extra rows for delivery details - detail_rows = self._build_case_detail_rows() - if self.partner_shipping_id: - addr = self.partner_shipping_id.contact_address or '' - detail_rows.append(('Delivery Address', addr.replace('\n', ', '))) - if technicians: - tech_names = ', '.join(t.name for t in technicians if hasattr(t, 'name')) - if tech_names: - detail_rows.append(('Technician(s)', tech_names)) - if scheduled_datetime: - detail_rows.append(('Scheduled', str(scheduled_datetime))) - - note_text = 'Next steps: Our delivery team will contact you to confirm the delivery schedule.' - if self.x_fc_early_delivery: - note_text = ('Note: This is an early delivery (before final ADP approval). ' - 'Our team will contact you to schedule.') - if notes: - note_text += f'
Notes: {notes}' - - body_html = self._email_build( - title='Ready for Delivery', - summary=f'The equipment for {client_name} is ready for delivery.', - email_type='success', - sections=[('Delivery Details', detail_rows)], - note=note_text, - note_color='#38a169', - button_url=f'{self.get_base_url()}/web#id={self.id}&model=sale.order&view_type=form', - sender_name=sales_rep_name, - ) - email_to = ', '.join(to_emails) if to_emails else ', '.join(cc_emails[:1]) - email_cc = ', '.join(cc_emails) if to_emails else ', '.join(cc_emails[1:]) - try: - self.env['mail.mail'].sudo().create({ - 'subject': f'Ready for Delivery - {client_name} - {self.name}', - 'body_html': body_html, - 'email_to': email_to, 'email_cc': email_cc, - 'model': 'sale.order', 'res_id': self.id, - }).send() - _logger.info(f"Ready for delivery email sent for {self.name}") - return True - except Exception as e: - _logger.error(f"Failed to send delivery email for {self.name}: {e}") - return False - - def _send_on_hold_email(self, reason=None): - """Send notification when application is put on hold.""" - self.ensure_one() - if not self._is_email_notifications_enabled(): - return False - recipients = self._get_email_recipients(include_client=True, include_authorizer=True, include_sales_rep=True) - to_emails = recipients.get('to', []) - cc_emails = recipients.get('cc', []) + recipients.get('office_cc', []) - if not to_emails and not cc_emails: - return False - client_name = (recipients.get('client') or self.partner_id).name or 'Client' - sales_rep_name = (recipients.get('sales_rep') or self.env.user).name - - note_text = 'This application has been placed on hold. We will resume processing as soon as possible.' - if reason: - note_text += f'
Reason: {reason}' - - body_html = self._email_build( - title='Application On Hold', - summary=f'The ADP application for {client_name} has been placed on hold.', - email_type='attention', - sections=[('Case Details', self._build_case_detail_rows())], - note=note_text, - note_color='#d69e2e', - button_url=f'{self.get_base_url()}/web#id={self.id}&model=sale.order&view_type=form', - sender_name=sales_rep_name, - ) - email_to = ', '.join(to_emails) if to_emails else ', '.join(cc_emails[:1]) - email_cc = ', '.join(cc_emails) if to_emails else ', '.join(cc_emails[1:]) - try: - self.env['mail.mail'].sudo().create({ - 'subject': f'Application On Hold - {client_name} - {self.name}', - 'body_html': body_html, - 'email_to': email_to, 'email_cc': email_cc, - 'model': 'sale.order', 'res_id': self.id, - }).send() - self._email_chatter_log('Application On Hold email sent', email_to, email_cc) - return True - except Exception as e: - _logger.error(f"Failed to send on-hold email for {self.name}: {e}") - return False - - # ========================================================================== - # OVERRIDE WRITE - # ========================================================================== - def write(self, vals): - """Override write to handle ADP status changes, date auto-population, and document tracking.""" - from datetime import date as date_class - - # ================================================================= - # VALIDATION BYPASS (for internal operations like crons, email tracking) - # ================================================================= - if self.env.context.get('skip_all_validations'): - return super().write(vals) - - # ================================================================= - # CASE LOCK CHECK - # ================================================================= - # If unlocking (setting x_fc_case_locked to False), allow it - # Otherwise, if any order is locked, block changes to ADP fields - if 'x_fc_case_locked' not in vals or vals.get('x_fc_case_locked') is True: - # Fields that are always allowed to be modified even when locked - always_allowed = { - 'x_fc_case_locked', # Allow toggling the lock itself - 'message_main_attachment_id', - 'message_follower_ids', - 'activity_ids', - } - - # Check if any locked orders would have ADP fields modified - adf_fields_being_changed = [k for k in vals.keys() if k.startswith('x_fc_') and k not in always_allowed] - - if adf_fields_being_changed: - for order in self: - if order.x_fc_case_locked: - raise UserError( - f"Cannot modify order {order.name}.\n\n" - "This case is locked. Please unlock it first by toggling off the " - "'Case Locked' switch in the ADP Order Trail tab." - ) - - # ================================================================= - # SALE TYPE LOCK CHECK - # ================================================================= - # Sale type is locked after application is submitted - # Can be overridden by: context flag, sale type override setting, - # OR the document lock override (setting + group) - if 'x_fc_sale_type' in vals and not self.env.context.get('skip_sale_type_lock'): - locked_statuses = [ - 'submitted', 'accepted', 'rejected', 'resubmitted', - 'approved', 'approved_deduction', 'ready_bill', 'billed', 'case_closed', - ] - - ICP = self.env['ir.config_parameter'].sudo() - allow_sale_type = ICP.get_param('fusion_claims.allow_sale_type_override', 'False').lower() in ('true', '1', 'yes') - allow_doc_lock = ICP.get_param('fusion_claims.allow_document_lock_override', 'False').lower() in ('true', '1', 'yes') - has_override_group = self.env.user.has_group('fusion_claims.group_document_lock_override') - - if not allow_sale_type and not (allow_doc_lock and has_override_group): - for order in self: - if order.x_fc_adp_application_status in locked_statuses: - raise UserError( - f"Cannot modify Sale Type on order {order.name}.\n\n" - f"Sale Type is locked after the application has been submitted to ADP.\n" - f"Current status: {order.x_fc_adp_application_status}\n\n" - f"To modify, enable 'Allow Document Lock Override' in Settings\n" - f"and ensure your user is in the 'Document Lock Override' group." - ) - - # ================================================================= - # DOCUMENT LOCKING BASED ON STATUS PROGRESSION - # ================================================================= - # Documents become locked at specific stages to prevent modification - # Lock rules: - # - Original Application & Signed Pages 11/12 → Lock when submitted or later - # - Final Application & XML File → Lock when approved or later - # - Approval Letter & Screenshots → Lock when billed (but tracked on change) - # - Proof of Delivery → Lock when billed or later - - # Define document lock rules: field -> list of statuses where field is locked - statuses_after_submitted = [ - 'submitted', 'accepted', 'rejected', 'resubmitted', 'needs_correction', - 'approved', 'approved_deduction', 'ready_bill', 'billed', 'case_closed', - ] - statuses_after_approved = [ - 'approved', 'approved_deduction', 'ready_bill', 'billed', 'case_closed', - ] - statuses_after_billed = ['billed', 'case_closed'] - - document_lock_rules = { - # Application documents - lock after submitted - 'x_fc_original_application': statuses_after_submitted, - 'x_fc_original_application_filename': statuses_after_submitted, - 'x_fc_signed_pages_11_12': statuses_after_submitted, - 'x_fc_signed_pages_filename': statuses_after_submitted, - # Submission documents - lock after approved - 'x_fc_final_submitted_application': statuses_after_approved, - 'x_fc_final_application_filename': statuses_after_approved, - 'x_fc_xml_file': statuses_after_approved, - 'x_fc_xml_filename': statuses_after_approved, - # Approval documents - lock after billed - 'x_fc_approval_letter': statuses_after_billed, - 'x_fc_approval_letter_filename': statuses_after_billed, - # POD - lock after billed - 'x_fc_proof_of_delivery': statuses_after_billed, - 'x_fc_proof_of_delivery_filename': statuses_after_billed, - } - - # Check if any locked documents are being modified - # Skip check if: - # - context has skip_document_lock_validation (for programmatic override) - # - BOTH: the "Allow Document Lock Override" setting is ON - # AND the user is in the "Document Lock Override" group - can_override = False - if not self.env.context.get('skip_document_lock_validation'): - ICP_lock = self.env['ir.config_parameter'].sudo() - override_enabled = ICP_lock.get_param( - 'fusion_claims.allow_document_lock_override', 'False' - ).lower() in ('true', '1', 'yes') - if override_enabled: - can_override = self.env.user.has_group('fusion_claims.group_document_lock_override') - else: - can_override = True - - if not can_override: - for order in self: - current_status = order.x_fc_adp_application_status or '' - - for field_name, locked_statuses in document_lock_rules.items(): - if field_name in vals: - if current_status in locked_statuses: - old_value = getattr(order, field_name, None) - new_value = vals.get(field_name) - - if old_value == new_value: - continue - - if current_status in statuses_after_billed: - lock_stage = "billed" - elif current_status in statuses_after_approved: - lock_stage = "approved" - else: - lock_stage = "submitted" - - field_label_map = { - 'x_fc_original_application': 'Original ADP Application', - 'x_fc_signed_pages_11_12': 'Signed Pages 11 & 12', - 'x_fc_final_submitted_application': 'Final Submitted Application', - 'x_fc_xml_file': 'XML File', - 'x_fc_approval_letter': 'Approval Letter', - 'x_fc_proof_of_delivery': 'Proof of Delivery', - } - field_label = field_label_map.get(field_name, field_name) - - raise UserError( - f"Cannot modify '{field_label}' on order {order.name}.\n\n" - f"This document is locked because the application status is '{current_status}'.\n" - f"Documents are locked once the application reaches the '{lock_stage}' stage.\n\n" - f"To modify this document:\n" - f"1. The 'Allow Document Lock Override' setting must be enabled (Fusion Claims > Settings)\n" - f"2. Your user must be in the 'Document Lock Override' group" - ) - - # ================================================================= - # DOCUMENT AUDIT TRAIL - Track all document changes - # ================================================================= - document_fields = [ - 'x_fc_original_application', - 'x_fc_signed_pages_11_12', - 'x_fc_final_submitted_application', - 'x_fc_xml_file', - 'x_fc_proof_of_delivery', - 'x_fc_approval_letter', - ] - doc_changes = {f: vals.get(f) for f in document_fields if f in vals and vals.get(f)} - - # Preserve old documents in chatter BEFORE they get replaced or deleted - # This ensures document history is maintained for audit purposes - document_labels = { - 'x_fc_original_application': 'Original ADP Application', - 'x_fc_signed_pages_11_12': 'Page 11 & 12 (Signed)', - 'x_fc_final_submitted_application': 'Final Application', - 'x_fc_xml_file': 'XML File', - 'x_fc_proof_of_delivery': 'Proof of Delivery', - 'x_fc_approval_letter': 'Approval Letter', - } - - user_name = self.env.user.name - change_timestamp = fields.Datetime.now().strftime('%Y-%m-%d %H:%M:%S') - - # Fields already handled by the needs_correction flow below (avoid duplicate posts) - correction_handled = set() - if vals.get('x_fc_adp_application_status') == 'needs_correction': - correction_handled = {'x_fc_final_submitted_application', 'x_fc_xml_file'} - - for order in self: - for field_name in document_fields: - if field_name in vals and field_name not in correction_handled: - old_data = getattr(order, field_name, None) - new_data = vals.get(field_name) - label = document_labels.get(field_name, field_name) - - if old_data and new_data: - # REPLACEMENT: Old document being replaced with new one - # Preserve old document in chatter as attachment - order._post_document_to_chatter( - field_name, - f"{label} (replaced)" - ) - - elif old_data and not new_data: - # DELETION: Document is being deleted - # Preserve the deleted document in chatter - order._post_document_to_chatter( - field_name, - f"{label} (DELETED)" - ) - - # Post deletion notice - deletion_msg = Markup( - '
'
- ''
- '
'
- '
'
- )
- order.message_post(
- body=deletion_msg,
- message_type='notification',
- subtype_xmlid='mail.mt_note',
- )
-
- # Track status changes for auto-actions
- new_app_status = vals.get('x_fc_adp_application_status')
- new_mod_status = vals.get('x_fc_mod_status')
-
- # Handle document correction flow - clear document fields and submission date when needs_correction
- if new_app_status == 'needs_correction':
- for order in self:
- # Post existing final application to chatter before clearing
- if order.x_fc_final_submitted_application:
- order._post_document_to_chatter('x_fc_final_submitted_application',
- 'Final Application (before correction)')
- if order.x_fc_xml_file:
- order._post_document_to_chatter('x_fc_xml_file',
- 'XML File (before correction)')
-
- # Clear the document fields AND submission date
- # Use _correction_cleared to prevent the audit trail from posting duplicates
- vals['x_fc_final_submitted_application'] = False
- vals['x_fc_final_application_filename'] = False
- vals['x_fc_xml_file'] = False
- vals['x_fc_xml_filename'] = False
- vals['x_fc_claim_submission_date'] = False
-
- # Post correction notice
- for order in self:
- order.message_post(
- body=Markup(
- '' - ' Document Deleted
' - '| Document: | ' - f'{label} |
| Deleted By: | ' - f'{user_name} |
| Time: | ' - f'{change_timestamp} |
' - 'The deleted document has been preserved in the message above.
' - ''
- ' Correction Needed
' - 'Document fields and submission date have been cleared. Please upload the corrected application and resubmit.' - '
'
- ),
- message_type='notification',
- subtype_xmlid='mail.mt_note',
- )
-
- # Auto-populate date fields based on status changes
- today = date_class.today()
- if new_app_status == 'assessment_scheduled' and 'x_fc_assessment_start_date' not in vals:
- vals['x_fc_assessment_start_date'] = today
- elif new_app_status == 'assessment_completed' and 'x_fc_assessment_end_date' not in vals:
- vals['x_fc_assessment_end_date'] = today
- # Auto-transition to 'waiting_for_application'
- vals['x_fc_adp_application_status'] = 'waiting_for_application'
- new_app_status = 'waiting_for_application'
- elif new_app_status in ('submitted', 'resubmitted') and 'x_fc_claim_submission_date' not in vals:
- vals['x_fc_claim_submission_date'] = today
- elif new_app_status == 'accepted' and 'x_fc_claim_acceptance_date' not in vals:
- vals['x_fc_claim_acceptance_date'] = today
- elif new_app_status in ('approved', 'approved_deduction') and 'x_fc_claim_approval_date' not in vals:
- vals['x_fc_claim_approval_date'] = today
- elif new_app_status == 'billed' and 'x_fc_billing_date' not in vals:
- vals['x_fc_billing_date'] = today
-
- # =================================================================
- # REQUIRED FIELD VALIDATION based on status
- # =================================================================
- # Note: UserError is imported at top of file
-
- # Helper to get field value (check vals first, then existing record)
- def get_val(order, field):
- if field in vals:
- return vals[field]
- return getattr(order, field, None)
-
- # Authorizer validation based on sale type and authorizer_required field
- # Always required for: adp, adp_odsp, wsib, march_of_dimes, muscular_dystrophy
- # Optional for: odsp, direct_private, insurance, other, rental (depends on x_fc_authorizer_required)
- #
- # IMPORTANT: Only validate when changing relevant fields, not on every write.
- # This prevents blocking unrelated saves when authorizer is missing.
- authorizer_related_fields = {
- 'x_fc_sale_type', 'x_fc_authorizer_id', 'x_fc_authorizer_required',
- 'x_fc_adp_application_status', # Also validate when changing ADP status
- }
- should_validate_authorizer = bool(authorizer_related_fields & set(vals.keys()))
-
- if should_validate_authorizer:
- always_auth_types = ('adp', 'adp_odsp', 'wsib', 'march_of_dimes', 'muscular_dystrophy')
- optional_auth_types = ('odsp', 'direct_private', 'insurance', 'other', 'rental')
-
- for order in self:
- sale_type = get_val(order, 'x_fc_sale_type')
- auth_id = get_val(order, 'x_fc_authorizer_id')
- auth_required = get_val(order, 'x_fc_authorizer_required')
-
- if sale_type in always_auth_types:
- # Always required for these types
- if not auth_id:
- raise UserError("Authorizer is required for this sale type.")
- elif sale_type in optional_auth_types and auth_required == 'yes':
- # Required only if user selected "Yes"
- if not auth_id:
- raise UserError("Authorizer is required. You selected 'Yes' for Authorizer Required.")
-
- # Helper to check if previous funding date is required based on reason
- def requires_previous_funding(reason_val):
- """Return True if the reason requires previous funding date."""
- exempt_reasons = ['first_access', 'mod_non_adp']
- return reason_val and reason_val not in exempt_reasons
-
- # =================================================================
- # STATUS TRANSITION VALIDATIONS
- # =================================================================
- # All status changes to "controlled" statuses must go through dedicated
- # buttons/wizards. Direct dropdown/statusbar changes are blocked.
- # Use context flag 'skip_status_validation' to bypass when calling from wizards.
-
- if not self.env.context.get('skip_status_validation') and new_app_status:
- # Statuses that can ONLY be set via buttons/wizards
- # This ensures proper workflow tracking and validation
- controlled_statuses = {
- # Early workflow stages
- 'assessment_scheduled': 'Schedule Assessment',
- 'assessment_completed': 'Complete Assessment',
- 'waiting_for_application': 'Complete Assessment',
- 'application_received': 'Application Received',
- 'ready_submission': 'Ready for Submission',
- # Submission and approval stages
- 'submitted': 'Submit Application',
- 'accepted': 'Mark as Accepted', # New: ADP accepted submission
- 'rejected': 'Mark as Rejected', # New: ADP rejected submission
- 'resubmitted': 'Submit Application',
- 'approved': 'Mark as Approved',
- 'approved_deduction': 'Mark as Approved',
- # Delivery stage
- 'ready_delivery': 'Ready for Delivery',
- # Billing stages
- 'ready_bill': 'Ready to Bill',
- 'billed': 'Mark as Billed',
- 'case_closed': 'Close Case',
- # Special statuses (require reason wizard)
- 'on_hold': 'Put On Hold',
- 'withdrawn': 'Withdraw',
- 'denied': 'Denied',
- 'cancelled': 'Cancel',
- 'needs_correction': 'Needs Correction',
- }
-
- if new_app_status in controlled_statuses:
- button_name = controlled_statuses[new_app_status]
- raise UserError(
- f"To change status to this value, please use the '{button_name}' button.\n\n"
- f"Direct status changes are not allowed for workflow integrity."
- )
-
- # =================================================================
- # RESUMING FROM ON_HOLD: Check assessment validity (3 months)
- # =================================================================
- for order in self:
- if order.x_fc_adp_application_status == 'on_hold' and new_app_status and new_app_status != 'on_hold':
- # Check if assessment is expired (more than 3 months old)
- if order.x_fc_assessment_expired:
- days_expired = (today - order.x_fc_assessment_end_date).days - 90 if order.x_fc_assessment_end_date else 0
- order.message_post(
- body=Markup(
- '' - 'Document fields and submission date have been cleared. Please upload the corrected application and resubmit.' - '
'
- ' Assessment Expired
' - f'The assessment was completed on {order.x_fc_assessment_end_date} and is now {days_expired} days past the 3-month validity period.
' - 'A new assessment must be completed by the Occupational Therapist before proceeding.' - '
'
- ),
- message_type='notification',
- subtype_xmlid='mail.mt_note',
- )
- raise UserError(
- f"Cannot resume from 'On Hold' - Assessment has expired!\n\n"
- f"The assessment was completed on {order.x_fc_assessment_end_date} and is now "
- f"{days_expired} days past the 3-month validity period.\n\n"
- f"A new assessment must be completed before proceeding."
- )
-
- # assessment_scheduled: No special requirements (Assessment Start Date auto-populated)
-
- if new_app_status == 'assessment_completed':
- for order in self:
- missing = []
- if not get_val(order, 'x_fc_assessment_start_date'):
- missing.append('Assessment Start Date')
- if not get_val(order, 'x_fc_assessment_end_date'):
- missing.append('Assessment End Date')
- if missing:
- raise UserError(
- f"Cannot change status to 'Assessment Completed'.\n\n"
- f"Required fields missing:\n• " + "\n• ".join(missing)
- )
-
- elif new_app_status == 'application_received':
- for order in self:
- missing = []
- # Only Assessment Start Date required at this stage
- if not get_val(order, 'x_fc_assessment_start_date'):
- missing.append('Assessment Start Date')
- if missing:
- raise UserError(
- f"Cannot change status to 'Application Received'.\n\n"
- f"Required fields missing:\n• " + "\n• ".join(missing)
- )
-
- elif new_app_status == 'ready_submission':
- for order in self:
- missing = []
- # Assessment dates
- if not get_val(order, 'x_fc_assessment_start_date'):
- missing.append('Assessment Start Date')
- if not get_val(order, 'x_fc_assessment_end_date'):
- missing.append('Assessment End Date')
- # Reason for application
- if not get_val(order, 'x_fc_reason_for_application'):
- missing.append('Reason for Application')
- # Client references and authorization date
- if not get_val(order, 'x_fc_client_ref_1'):
- missing.append('Client Reference 1')
- if not get_val(order, 'x_fc_client_ref_2'):
- missing.append('Client Reference 2')
- if not get_val(order, 'x_fc_claim_authorization_date'):
- missing.append('Claim Authorization Date')
- # Previous funding date if required by reason
- reason_val = get_val(order, 'x_fc_reason_for_application')
- if requires_previous_funding(reason_val):
- if not get_val(order, 'x_fc_previous_funding_date'):
- missing.append('Previous Funding Date')
- # Documents
- if not order.x_fc_original_application and not vals.get('x_fc_original_application'):
- missing.append('Original ADP Application')
- if not order.x_fc_signed_pages_11_12 and not vals.get('x_fc_signed_pages_11_12'):
- missing.append('Page 11 & 12 (Signed)')
- if missing:
- raise UserError(
- f"Cannot change status to 'Ready for Submission'.\n\n"
- f"Required fields/documents missing:\n• " + "\n• ".join(missing)
- )
-
- elif new_app_status in ('submitted', 'resubmitted'):
- for order in self:
- missing = []
- # Documents
- if not order.x_fc_final_submitted_application and not vals.get('x_fc_final_submitted_application'):
- missing.append('Final Submitted Application')
- if not order.x_fc_xml_file and not vals.get('x_fc_xml_file'):
- missing.append('XML File')
- # Fields
- if not get_val(order, 'x_fc_claim_submission_date'):
- missing.append('Claim Submission Date')
- if missing:
- raise UserError(
- f"Cannot change status to 'Application Submitted'.\n\n"
- f"Required fields/documents missing:\n• " + "\n• ".join(missing)
- )
-
- elif new_app_status in ('approved', 'approved_deduction'):
- for order in self:
- missing = []
- if not get_val(order, 'x_fc_claim_number'):
- missing.append('Claim Number')
- if not get_val(order, 'x_fc_claim_approval_date'):
- missing.append('Claim Approval Date')
- if missing:
- raise UserError(
- f"Cannot change status to 'Application Approved'.\n\n"
- f"Required fields missing:\n• " + "\n• ".join(missing)
- )
-
- elif new_app_status == 'ready_bill':
- for order in self:
- missing = []
- if not get_val(order, 'x_fc_adp_delivery_date'):
- missing.append('ADP Delivery Date')
- if not order.x_fc_proof_of_delivery and not vals.get('x_fc_proof_of_delivery'):
- missing.append('Proof of Delivery')
- if missing:
- raise UserError(
- f"Cannot change status to 'Ready to Bill'.\n\n"
- f"Required fields/documents missing:\n• " + "\n• ".join(missing)
- )
-
- elif new_app_status == 'billed':
- for order in self:
- missing = []
- if not get_val(order, 'x_fc_billing_date'):
- missing.append('Billing Date')
- if missing:
- raise UserError(
- f"Cannot change status to 'Billed to ADP'.\n\n"
- f"Required fields missing:\n• " + "\n• ".join(missing)
- )
-
- elif new_app_status == 'case_closed':
- for order in self:
- missing = []
- if not get_val(order, 'x_fc_billing_date'):
- missing.append('Billing Date')
- if missing:
- raise UserError(
- f"Cannot change status to 'Case Closed'.\n\n"
- f"Required fields missing:\n• " + "\n• ".join(missing)
- )
-
- # ==================================================================
- # MARCH OF DIMES STATUS TRANSITION VALIDATIONS
- # ==================================================================
- if new_mod_status:
- for order in self:
- if not order._is_mod_sale() and order.x_fc_sale_type != 'march_of_dimes':
- continue
-
- if new_mod_status == 'contract_received':
- missing = []
- if not get_val(order, 'x_fc_case_reference') and not vals.get('x_fc_case_reference'):
- missing.append('HVMP Reference Number')
- if missing:
- raise UserError(
- "Cannot change status to 'PCA Received'.\n\n"
- "Required:\n" + "\n".join(f"- {m}" for m in missing)
- )
-
- elif new_mod_status == 'pod_submitted':
- if not order.x_fc_mod_proof_of_delivery and not vals.get('x_fc_mod_proof_of_delivery'):
- raise UserError(
- "Cannot change status to 'POD Sent'.\n\n"
- "Please upload the Proof of Delivery document first."
- )
-
- result = super().write(vals)
-
- # Skip additional processing if we're in a sync operation (prevent infinite loops)
- if self.env.context.get('skip_sync'):
- return result
-
- # Post document uploads to chatter
- if doc_changes:
- for order in self:
- for field_name, data in doc_changes.items():
- if data:
- order._post_document_to_chatter(field_name)
-
- # Auto-overlay POD signature onto SA Mobility approval form
- if 'x_fc_pod_signature' in vals and vals['x_fc_pod_signature'] and not self.env.context.get('skip_pod_signature_hook'):
- for order in self:
- try:
- order._apply_pod_signature_to_approval_form()
- except Exception as e:
- _logger.error("Failed to overlay POD signature for %s: %s", order.name, e)
- # Auto-advance SA Mobility from ready_delivery to delivered when POD is signed
- if (order.x_fc_odsp_division == 'sa_mobility'
- and order.x_fc_sa_status == 'ready_delivery'):
- order._odsp_advance_status(
- 'delivered',
- "Delivery completed. POD signature collected and SA form auto-signed.",
- )
-
- # Handle status-based actions (emails and reminders)
- # skip_status_emails: suppress all status-triggered emails
- # (used when reverting status e.g. cancelled delivery task)
- if self.env.context.get('skip_status_emails'):
- new_app_status = None # Disable all email triggers below
-
- if new_app_status in ('submitted', 'resubmitted'):
- for order in self:
- order._send_submission_email()
- # Create submission history record
- submission_type = 'resubmission' if new_app_status == 'resubmitted' else 'initial'
- self.env['fusion.submission.history'].create_from_submission(order, submission_type=submission_type)
- elif new_app_status in ('approved', 'approved_deduction'):
- for order in self:
- order._send_approval_email()
- order._schedule_delivery_reminder()
- elif new_app_status == 'accepted':
- # 'Accepted' is internal tracking - no external email notification
- # But we record it in submission history
- for order in self:
- # Update the most recent pending submission to 'accepted'
- pending_submission = self.env['fusion.submission.history'].search([
- ('sale_order_id', '=', order.id),
- ('result', '=', 'pending'),
- ], order='submission_date desc', limit=1)
- if pending_submission:
- pending_submission.update_result('accepted')
- elif new_app_status == 'rejected':
- # 'Rejected' - ADP rejected the submission, needs correction
- for order in self:
- order._send_rejection_email()
- # Update the most recent pending submission to 'rejected'
- pending_submission = self.env['fusion.submission.history'].search([
- ('sale_order_id', '=', order.id),
- ('result', '=', 'pending'),
- ], order='submission_date desc', limit=1)
- if pending_submission:
- pending_submission.update_result(
- 'rejected',
- rejection_reason=order.x_fc_rejection_reason,
- rejection_details=order.x_fc_rejection_reason_other,
- )
- elif new_app_status == 'denied':
- for order in self:
- order._send_denial_email()
- elif new_app_status == 'needs_correction':
- # Email sent from the wizard with the reason text, not here.
- # If called programmatically without the wizard, send without reason.
- if not self.env.context.get('skip_correction_email'):
- for order in self:
- order._send_correction_needed_email()
- elif new_app_status == 'case_closed':
- for order in self:
- order._send_case_closed_email()
-
- # ==================================================================
- # MARCH OF DIMES STATUS-TRIGGERED EMAILS & SMS
- # ==================================================================
- if new_mod_status and not self.env.context.get('skip_status_emails'):
- for order in self:
- if not order._is_mod_sale():
- continue
- try:
- if new_mod_status == 'assessment_scheduled':
- order._send_mod_assessment_scheduled_email()
- order._send_mod_sms('assessment_scheduled')
- elif new_mod_status == 'assessment_completed':
- order._send_mod_assessment_completed_email()
- elif new_mod_status == 'quote_submitted':
- order._send_mod_quote_submitted_email()
- if not order.x_fc_case_submitted:
- order.with_context(skip_all_validations=True).write({
- 'x_fc_case_submitted': fields.Date.today()})
- elif new_mod_status == 'funding_approved':
- order._send_mod_funding_approved_email()
- order._send_mod_sms('funding_approved')
- if not order.x_fc_case_approved:
- order.with_context(skip_all_validations=True).write({
- 'x_fc_case_approved': fields.Date.today()})
- elif new_mod_status == 'funding_denied':
- order._send_mod_funding_denied_email()
- elif new_mod_status == 'contract_received':
- order._send_mod_contract_received_email()
- elif new_mod_status == 'in_production':
- order._send_mod_sms('initial_payment_received')
- elif new_mod_status == 'project_complete':
- order._send_mod_project_complete_email()
- order._send_mod_sms('project_complete')
- elif new_mod_status == 'pod_submitted':
- order._send_mod_pod_submitted_email()
- elif new_mod_status == 'case_closed':
- order._send_mod_case_closed_email()
- except Exception as e:
- _logger.error(f"MOD status email/sms failed for {order.name} ({new_mod_status}): {e}")
-
- # Check if we need to recalculate
- ICP = self.env['ir.config_parameter'].sudo()
- sale_type_field = ICP.get_param('fusion_claims.field_sale_type', 'x_fc_sale_type')
- client_type_field = ICP.get_param('fusion_claims.field_so_client_type', 'x_fc_client_type')
-
- trigger_fields = {
- 'x_fc_sale_type', 'x_fc_client_type',
- sale_type_field, client_type_field,
- }
-
- if trigger_fields & set(vals.keys()):
- for order in self:
- # Trigger recomputation of x_fc_is_adp_sale
- order._compute_is_adp_sale()
- # Trigger recalculation of ADP portions
- for line in order.order_line:
- line._compute_adp_portions()
-
- # Sync FC fields to invoices when relevant fields change
- sync_fields = {
- 'x_fc_claim_number', 'x_fc_client_ref_1', 'x_fc_client_ref_2',
- 'x_fc_adp_delivery_date', 'x_fc_authorizer_id', 'x_fc_client_type', 'x_fc_primary_serial',
- 'x_fc_service_start_date', 'x_fc_service_end_date',
- }
- if sync_fields & set(vals.keys()):
- for order in self:
- order._sync_fields_to_invoices()
-
- return result
-
- # ==========================================================================
- # FIELD SYNCHRONIZATION (SO -> Invoice)
- # ==========================================================================
- def _get_field_mappings(self):
- """Get field mappings from system parameters.
-
- Returns dict with SO and Invoice field mappings configured in Settings.
- """
- ICP = self.env['ir.config_parameter'].sudo()
- return {
- # Sale Order field mappings
- 'so_claim_number': ICP.get_param('fusion_claims.field_so_claim_number', 'x_fc_claim_number'),
- 'so_client_ref_1': ICP.get_param('fusion_claims.field_so_client_ref_1', 'x_fc_client_ref_1'),
- 'so_client_ref_2': ICP.get_param('fusion_claims.field_so_client_ref_2', 'x_fc_client_ref_2'),
- 'so_delivery_date': ICP.get_param('fusion_claims.field_so_delivery_date', 'x_fc_adp_delivery_date'),
- 'so_authorizer': ICP.get_param('fusion_claims.field_so_authorizer', 'x_fc_authorizer_id'),
- 'so_client_type': ICP.get_param('fusion_claims.field_so_client_type', 'x_fc_client_type'),
- 'so_service_start': ICP.get_param('fusion_claims.field_so_service_start', 'x_fc_service_start_date'),
- 'so_service_end': ICP.get_param('fusion_claims.field_so_service_end', 'x_fc_service_end_date'),
- 'sol_serial': ICP.get_param('fusion_claims.field_sol_serial', 'x_fc_serial_number'),
- # Invoice field mappings
- 'inv_claim_number': ICP.get_param('fusion_claims.field_inv_claim_number', 'x_fc_claim_number'),
- 'inv_client_ref_1': ICP.get_param('fusion_claims.field_inv_client_ref_1', 'x_fc_client_ref_1'),
- 'inv_client_ref_2': ICP.get_param('fusion_claims.field_inv_client_ref_2', 'x_fc_client_ref_2'),
- 'inv_delivery_date': ICP.get_param('fusion_claims.field_inv_delivery_date', 'x_fc_adp_delivery_date'),
- 'inv_authorizer': ICP.get_param('fusion_claims.field_inv_authorizer', 'x_fc_authorizer_id'),
- 'inv_client_type': ICP.get_param('fusion_claims.field_inv_client_type', 'x_fc_client_type'),
- 'inv_service_start': ICP.get_param('fusion_claims.field_inv_service_start', 'x_fc_service_start_date'),
- 'inv_service_end': ICP.get_param('fusion_claims.field_inv_service_end', 'x_fc_service_end_date'),
- 'aml_serial': ICP.get_param('fusion_claims.field_aml_serial', 'x_fc_serial_number'),
- }
-
- def _get_field_value(self, record, field_name):
- """Safely get a field value from a record."""
- if not field_name or field_name not in record._fields:
- return None
- value = getattr(record, field_name, None)
- # Handle Many2one fields - return id for writing
- if hasattr(value, 'id'):
- return value.id if value else False
- return value
-
- def _sync_fields_to_invoices(self):
- """Sync ADP fields from Sale Order to linked Invoices.
-
- Uses dynamic field mappings from Settings.
- """
- mappings = self._get_field_mappings()
-
- for order in self:
- invoices = order.invoice_ids.filtered(lambda inv: inv.state != 'cancel')
- if not invoices:
- _logger.debug(f"No invoices found for order {order.name}")
- continue
-
- for invoice in invoices:
- vals = {}
-
- # Get source values from SO
- claim_number = order.x_fc_claim_number
- client_ref_1 = order.x_fc_client_ref_1
- client_ref_2 = order.x_fc_client_ref_2
- delivery_date = order.x_fc_adp_delivery_date
-
- authorizer_id = False
- if order.x_fc_authorizer_id:
- authorizer_id = order.x_fc_authorizer_id.id
-
- client_type = order.x_fc_client_type
- service_start = order.x_fc_service_start_date
- service_end = order.x_fc_service_end_date
-
- # Write to Invoice FC fields only (no Studio field writes)
- if claim_number:
- if 'x_fc_claim_number' in invoice._fields:
- vals['x_fc_claim_number'] = claim_number
-
- if client_ref_1:
- if 'x_fc_client_ref_1' in invoice._fields:
- vals['x_fc_client_ref_1'] = client_ref_1
-
- if client_ref_2:
- if 'x_fc_client_ref_2' in invoice._fields:
- vals['x_fc_client_ref_2'] = client_ref_2
-
- if delivery_date:
- if 'x_fc_adp_delivery_date' in invoice._fields:
- vals['x_fc_adp_delivery_date'] = delivery_date
-
- if authorizer_id:
- if 'x_fc_authorizer_id' in invoice._fields:
- vals['x_fc_authorizer_id'] = authorizer_id
-
- if client_type:
- if 'x_fc_client_type' in invoice._fields:
- vals['x_fc_client_type'] = client_type
-
- if service_start:
- if 'x_fc_service_start_date' in invoice._fields:
- vals['x_fc_service_start_date'] = service_start
-
- if service_end:
- if 'x_fc_service_end_date' in invoice._fields:
- vals['x_fc_service_end_date'] = service_end
-
- # Serial Number - sync from SO header to invoice header
- primary_serial = order.x_fc_primary_serial
- if primary_serial:
- vals['x_fc_primary_serial'] = primary_serial
-
- if vals:
- try:
- invoice.sudo().with_context(skip_sync=True).write(vals)
- _logger.debug(f"Synced fields to invoice {invoice.name}: {list(vals.keys())}")
- except Exception as e:
- _logger.warning(f"Failed to sync to invoice {invoice.name}: {e}")
- else:
- _logger.debug(f"No fields to sync to invoice {invoice.name}")
-
- # Sync serial numbers from SO lines to corresponding invoice lines
- order._sync_serial_numbers_to_invoices()
-
- def _sync_serial_numbers_to_invoices(self):
- """Sync serial numbers from SO lines to linked invoice lines.
-
- Uses dynamic field mappings from Settings.
- """
- if self.env.context.get('skip_sync'):
- _logger.info("_sync_serial_numbers_to_invoices: skipped (skip_sync context)")
- return
-
- mappings = self._get_field_mappings()
- sol_serial_field = mappings.get('sol_serial', 'x_fc_serial_number')
- aml_serial_field = mappings.get('aml_serial', 'x_fc_serial_number')
-
- _logger.debug(f"_sync_serial_numbers_to_invoices: Starting. sol_field={sol_serial_field}, aml_field={aml_serial_field}")
-
- for order in self:
- _logger.debug(f" Processing SO {order.name}")
- for so_line in order.order_line:
- if so_line.display_type in ('line_section', 'line_note'):
- continue
-
- # Get serial from THIS SO line ONLY - no fallback to header
- # Each line syncs its OWN serial to corresponding invoice lines
- serial_value = None
- if sol_serial_field in so_line._fields:
- serial_value = getattr(so_line, sol_serial_field, None)
-
- # Skip if this line has no serial - don't use header fallback
- if not serial_value:
- continue
-
- _logger.debug(f" SO line {so_line.id}: serial={serial_value}")
-
- # Find linked invoice lines
- invoice_lines = self.env['account.move.line'].sudo().search([
- ('sale_line_ids', 'in', so_line.id),
- ('move_id.state', '!=', 'cancel')
- ])
-
- for inv_line in invoice_lines:
- vals = {}
- # Write to x_fc_serial_number on invoice line
- if 'x_fc_serial_number' in inv_line._fields:
- vals['x_fc_serial_number'] = serial_value
-
- if vals:
- try:
- inv_line.sudo().with_context(skip_sync=True).write(vals)
- _logger.debug(f" Synced serial '{serial_value}' to invoice line {inv_line.id} (inv {inv_line.move_id.name})")
- except Exception as e:
- _logger.error(f" Failed to sync serial to invoice line {inv_line.id}: {e}")
-
- def action_sync_adp_fields(self):
- """Manual action to sync all ADP fields to invoices."""
- synced_invoices = 0
- for order in self:
- # First sync Studio fields to FC fields on the SO itself
- order._sync_studio_to_fc_fields()
-
- # Then sync to invoices
- invoices = order.invoice_ids.filtered(lambda inv: inv.state != 'cancel')
- if invoices:
- order._sync_fields_to_invoices()
- synced_invoices += len(invoices)
-
- # Force refresh of the view
- return {
- 'type': 'ir.actions.client',
- 'tag': 'display_notification',
- 'params': {
- 'title': 'Fields Synchronized',
- 'message': f'Synced ADP fields from {len(self)} sale order(s) to {synced_invoices} invoice(s). Please refresh the page to see updated values.',
- 'type': 'success',
- 'sticky': False,
- }
- }
-
- @api.model
- def _cron_sync_adp_fields(self):
- """Cron job to sync ADP fields from Sale Orders to Invoices.
-
- Processes all ADP sales created/modified in the last 7 days.
- Uses dynamic field mappings from Settings.
- """
- from datetime import timedelta
- cutoff_date = fields.Datetime.now() - timedelta(days=7)
-
- # Get field mappings
- mappings = self._get_field_mappings()
- sale_type_field = self.env['ir.config_parameter'].sudo().get_param(
- 'fusion_claims.field_sale_type', 'x_fc_sale_type'
- )
-
- # Build domain - check FC sale type fields
- domain = [('write_date', '>=', cutoff_date)]
- or_conditions = []
-
- # Check FC sale type field
- if sale_type_field in self._fields:
- or_conditions.append((sale_type_field, 'in', ['adp', 'adp_odsp', 'ADP', 'ADP/ODSP']))
-
- # Check claim number fields
- claim_field = mappings.get('so_claim_number', 'x_fc_claim_number')
- if claim_field in self._fields:
- or_conditions.append((claim_field, '!=', False))
-
- # Combine with OR - each '|' must be a separate element in the domain list
- if or_conditions:
- # Add (n-1) OR operators for n conditions
- for _ in range(len(or_conditions) - 1):
- domain.append('|')
- # Add all conditions
- for cond in or_conditions:
- domain.append(cond)
-
- try:
- orders = self.search(domain)
- except Exception as e:
- _logger.error(f"Error searching for ADP orders: {e}")
- # Fallback to simpler search
- orders = self.search([
- ('write_date', '>=', cutoff_date),
- ('invoice_ids', '!=', False),
- ])
-
- synced_count = 0
- error_count = 0
-
- for order in orders:
- try:
- # Only sync if it's an ADP sale
- if order._is_adp_sale() or order.x_fc_claim_number:
- order._sync_studio_to_fc_fields()
- order._sync_fields_to_invoices()
- synced_count += 1
- except Exception as e:
- error_count += 1
- _logger.warning(f"Failed to sync order {order.name}: {e}")
-
- _logger.info(f"Fusion Claims sync complete: {synced_count} orders synced, {error_count} errors")
- return synced_count
-
- # ==========================================================================
- # EMAIL SEND OVERRIDE (Use ADP templates for ADP sales)
- # ==========================================================================
- def action_quotation_send(self):
- """Override to use ADP email template for ADP sales.
-
- When sending a quotation for an ADP sale, automatically selects the
- ADP landscape template instead of the default template.
- """
- self.ensure_one()
-
- # Check if this is an ADP sale
- if self._is_adp_sale():
- # Get the ADP template
- template_xmlid = 'fusion_claims.email_template_adp_quotation'
- if self.state in ('sale', 'done'):
- # Use sales order confirmation template for confirmed orders
- template_xmlid = 'fusion_claims.email_template_adp_sales_order'
-
- try:
- template = self.env.ref(template_xmlid, raise_if_not_found=False)
- if template:
- # Open the mail compose wizard with the ADP template pre-selected
- ctx = {
- 'default_model': 'sale.order',
- 'default_res_ids': self.ids,
- 'default_template_id': template.id,
- 'default_email_layout_xmlid': 'mail.mail_notification_layout',
- 'default_composition_mode': 'comment',
- 'mark_so_as_sent': True,
- 'force_email': True,
- 'model_description': self.with_context(lang=self.partner_id.lang).type_name,
- }
-
- return {
- 'type': 'ir.actions.act_window',
- 'res_model': 'mail.compose.message',
- 'view_mode': 'form',
- 'views': [(False, 'form')],
- 'target': 'new',
- 'context': ctx,
- }
- except Exception as e:
- _logger.warning(f"Could not load ADP email template: {e}")
-
- # Fall back to standard behavior for non-ADP sales
- return super().action_quotation_send()
-
- # ==========================================================================
- # ADP ACTIVITY REMINDER METHODS
- # ==========================================================================
- def _schedule_or_renew_adp_activity(self, activity_type_xmlid, user_id, date_deadline, summary, note=False):
- """Schedule or renew an ADP-related activity.
-
- If an activity of the same type for the same user already exists,
- update its deadline instead of creating a duplicate.
-
- Args:
- activity_type_xmlid: XML ID of the activity type
- user_id: ID of the user to assign the activity to
- date_deadline: Deadline date for the activity
- summary: Activity summary text
- note: Optional note text
- """
- self.ensure_one()
-
- try:
- activity_type = self.env.ref(activity_type_xmlid)
- except ValueError:
- _logger.warning(f"Activity type not found: {activity_type_xmlid}")
- return
-
- # Search for existing activity of this type for this user
- existing = self.activity_ids.filtered(
- lambda a: a.activity_type_id.id == activity_type.id
- and a.user_id.id == user_id
- )
-
- if existing:
- # Update existing activity
- existing[0].write({
- 'date_deadline': date_deadline,
- 'summary': summary,
- 'note': note or existing[0].note,
- })
- _logger.info(f"Renewed ADP activity for {self.name}: {summary} -> {date_deadline}")
- else:
- # Create new activity
- self.activity_schedule(
- activity_type_xmlid,
- date_deadline=date_deadline,
- summary=summary,
- note=note,
- user_id=user_id
- )
- _logger.info(f"Scheduled new ADP activity for {self.name}: {summary} -> {date_deadline}")
-
- def _complete_adp_activities(self, activity_type_xmlid):
- """Complete all activities of a specific type for this record.
-
- Args:
- activity_type_xmlid: XML ID of the activity type to complete
- """
- self.ensure_one()
-
- try:
- activity_type = self.env.ref(activity_type_xmlid)
- except ValueError:
- return
-
- activities = self.activity_ids.filtered(
- lambda a: a.activity_type_id.id == activity_type.id
- )
-
- for activity in activities:
- activity.action_feedback(feedback='Completed automatically')
- _logger.info(f"Completed ADP activity for {self.name}: {activity.summary}")
-
- def _schedule_delivery_reminder(self):
- """Schedule a delivery reminder for the salesperson.
-
- Triggered when ADP application status changes to 'approved' or 'approved_deduction'.
- Reminds the salesperson to deliver the order by Tuesday of the next posting week.
- """
- self.ensure_one()
-
- if not self._is_adp_sale():
- return
-
- # Get the salesperson
- salesperson = self.user_id
- if not salesperson:
- _logger.warning(f"No salesperson assigned to {self.name}, cannot schedule delivery reminder")
- return
-
- # Calculate the next posting date and the Tuesday of that week
- next_posting = self._get_next_posting_date()
- reminder_date = self._get_posting_week_tuesday(next_posting)
-
- # Don't schedule if reminder date is in the past
- from datetime import date
- if reminder_date < date.today():
- # Schedule for the next posting cycle
- next_posting = self._get_next_posting_date(next_posting)
- reminder_date = self._get_posting_week_tuesday(next_posting)
-
- summary = f"Deliver ADP order {self.name} for {next_posting.strftime('%b %d')} billing"
- note = f"Complete delivery by Tuesday to meet the Wednesday 6 PM submission deadline for the {next_posting.strftime('%B %d, %Y')} ADP posting."
-
- self._schedule_or_renew_adp_activity(
- 'fusion_claims.mail_activity_type_adp_delivery',
- salesperson.id,
- reminder_date,
- summary,
- note
- )
-
- def _cron_renew_delivery_reminders(self):
- """Cron job to renew overdue delivery reminders.
-
- For sale orders with approved status that have overdue delivery activities,
- reschedule them to the next posting week's Tuesday.
- """
- from datetime import date
- today = date.today()
-
- # Find approved orders with overdue delivery activities
- try:
- activity_type = self.env.ref('fusion_claims.mail_activity_type_adp_delivery')
- except ValueError:
- _logger.warning("ADP Delivery activity type not found")
- return
-
- # Find orders that are approved but not yet billed (delivery still pending)
- approved_orders = self.search([
- ('x_fc_is_adp_sale', '=', True),
- ('x_fc_adp_application_status', 'in', ['approved', 'approved_deduction']),
- ])
-
- for order in approved_orders:
- # Check if there's an overdue delivery activity
- overdue_activities = order.activity_ids.filtered(
- lambda a: a.activity_type_id.id == activity_type.id
- and a.date_deadline < today
- )
-
- if overdue_activities:
- # Reschedule to next posting week
- order._schedule_delivery_reminder()
- _logger.info(f"Renewed overdue delivery reminder for {order.name}")
-
- def _cron_auto_close_billed_cases(self):
- """Cron job to automatically close cases 1 month after being billed.
-
- Finds all sale orders with 'billed' status where the billing date
- was more than 30 days ago, and automatically changes them to 'case_closed'.
- """
- from datetime import date, timedelta
- today = date.today()
- cutoff_date = today - timedelta(days=30)
-
- # Find orders that are billed and have billing date > 30 days ago
- orders_to_close = self.search([
- ('x_fc_is_adp_sale', '=', True),
- ('x_fc_adp_application_status', '=', 'billed'),
- ('x_fc_billing_date', '<=', cutoff_date),
- ])
-
- for order in orders_to_close:
- try:
- # Use context to skip status validation for automated process
- order.with_context(skip_status_validation=True).write({
- 'x_fc_adp_application_status': 'case_closed',
- })
-
- # Post to chatter
- days_since_billed = (today - order.x_fc_billing_date).days
- order.message_post(
- body=f'' - f'The assessment was completed on {order.x_fc_assessment_end_date} and is now {days_expired} days past the 3-month validity period.
' - 'A new assessment must be completed by the Occupational Therapist before proceeding.' - '
Case Automatically Closed
' - f'This case has been automatically closed after {days_since_billed} days since billing.
' - f'Billing Date: {order.x_fc_billing_date}
', - message_type='notification', - subtype_xmlid='mail.mt_note', - ) - - _logger.info(f"Auto-closed case {order.name} after {days_since_billed} days since billing") - except Exception as e: - _logger.error(f"Failed to auto-close case {order.name}: {e}") - - @api.model - def _cron_auto_close_odsp_paid_cases(self): - """Auto-close ODSP/SA/OW cases 7 days after their final workflow step. - - SA Mobility & Standard ODSP: close 7 days after payment_received. - Ontario Works: close 7 days after delivered (payment comes before delivery). - """ - from datetime import timedelta - cutoff = fields.Datetime.now() - timedelta(days=7) - orders = self.search([ - ('x_fc_is_odsp_sale', '=', True), - ('write_date', '<=', cutoff), - '|', '|', '|', - ('x_fc_sa_status', '=', 'payment_received'), - ('x_fc_odsp_std_status', '=', 'payment_received'), - ('x_fc_ow_status', '=', 'payment_received'), - ('x_fc_ow_status', '=', 'delivered'), - ]) - closeable = {'payment_received', 'delivered'} - for order in orders: - status = order._get_odsp_status() - if status not in closeable: - continue - if order.x_fc_odsp_division == 'ontario_works' and status != 'delivered': - continue - if order.x_fc_odsp_division != 'ontario_works' and status != 'payment_received': - continue - try: - order._odsp_advance_status( - 'case_closed', - "Case automatically closed 7 days after %s." % status.replace('_', ' '), - ) - _logger.info(f"Auto-closed ODSP case {order.name}") - except Exception as e: - _logger.error(f"Failed to auto-close ODSP case {order.name}: {e}") - - @api.model - def _cron_send_acceptance_reminders(self): - """Cron job: Send reminders for orders still in 'submitted' status next business day. - - Per business rule: If 'Accepted by ADP' not marked within 1 business day after submission: - - First email to Office Notification Recipients - - Second email to Office + Sales Rep - """ - from datetime import timedelta - - if not self._is_email_notifications_enabled(): - _logger.info("Email notifications disabled, skipping acceptance reminders") - return - - today = fields.Date.today() - - # Find orders where: - # - Status is still 'submitted' (not accepted, rejected, or later) - # - Submission date was at least 1 business day ago - # - # For simplicity, we check if submission was 2+ days ago (covers weekends) - cutoff_date = today - timedelta(days=2) - - orders = self.search([ - ('x_fc_is_adp_sale', '=', True), - ('x_fc_adp_application_status', '=', 'submitted'), - ('x_fc_claim_submission_date', '<=', cutoff_date), - ('x_fc_acceptance_reminder_sent', '=', False), - ]) - - if not orders: - _logger.info("Acceptance reminder cron: No orders require reminders") - return - - _logger.info(f"Acceptance reminder cron: Found {len(orders)} orders to remind") - - # Get office notification emails from company - company = self.env.company - office_partners = company.sudo().x_fc_office_notification_ids - office_emails = [p.email for p in office_partners if p.email] - - if not office_emails: - _logger.warning("Acceptance reminder cron: No office notification recipients configured") - return - - for order in orders: - try: - days_since_submission = (today - order.x_fc_claim_submission_date).days - - client_name = order.partner_id.name or 'Client' - claim_number = order.x_fc_claim_number or 'N/A' - order_name = order.name - submission_date = order.x_fc_claim_submission_date.strftime('%B %d, %Y') - sales_rep = order.user_id - - # Determine recipients - if days_since_submission > 3: - to_emails = office_emails.copy() - if sales_rep and sales_rep.email: - to_emails.append(sales_rep.email) - reminder_type = "SECOND" - else: - to_emails = office_emails.copy() - reminder_type = "FIRST" - - # Build email using the mixin builder - level = 'Follow-up' if reminder_type == 'SECOND' else 'Pending' - subject = f'{level} Review: Acceptance Status - {order_name}' - body_html = order._email_build( - title='Acceptance Status Pending', - summary=f'The application for {client_name} was submitted on ' - f'{submission_date} but has not been marked as accepted or rejected ' - f'({days_since_submission} days pending).', - email_type='attention', - sections=[('Details', [ - ('Case', order_name), - ('Client', client_name), - ('Claim Number', claim_number), - ('Submitted', submission_date), - ('Days Pending', f'{days_since_submission} days'), - ])], - note='Action needed: Please update the acceptance status in the system.', - note_color='#d69e2e', - button_url=f'{order.get_base_url()}/web#id={order.id}&model=sale.order&view_type=form', - button_text='Open Case', - ) - - self.env['mail.mail'].sudo().create({ - 'subject': subject, - 'body_html': body_html, - 'email_to': ', '.join(to_emails), - 'model': 'sale.order', 'res_id': order.id, - }).send() - - # Mark as sent so it won't resend on next cron run / restart - order.with_context(skip_all_validations=True).write({ - 'x_fc_acceptance_reminder_sent': True, - }) - - _logger.info(f"Sent {reminder_type.lower()} acceptance reminder for {order.name}") - - except Exception as e: - _logger.error(f"Failed to send acceptance reminder for {order.name}: {e}") - - # ====================================================================== - # MARCH OF DIMES - WORKFLOW ACTION METHODS - # ====================================================================== - - def action_mod_schedule_assessment(self): - self.ensure_one() - self.write({ - 'x_fc_mod_status': 'assessment_scheduled', - 'x_fc_mod_assessment_scheduled_date': fields.Date.today(), - }) - - def action_mod_complete_assessment(self): - self.ensure_one() - self.write({ - 'x_fc_mod_status': 'assessment_completed', - 'x_fc_mod_assessment_completed_date': fields.Date.today(), - }) - - def action_mod_processing_drawing(self): - """Open wizard to attach drawing + photos and send quotation to MOD. - If drawing/photos already exist, they are pre-loaded in the wizard. - On confirm: saves to order, sets status to quote_submitted, sends email.""" - self.ensure_one() - # First set to processing_drawings - self.with_context(skip_status_emails=True).write({'x_fc_mod_status': 'processing_drawings'}) - # Open the wizard in drawing mode - return { - 'type': 'ir.actions.act_window', - 'name': 'Attach Drawing and Send Quotation', - 'res_model': 'fusion_claims.send.to.mod.wizard', - 'view_mode': 'form', - 'target': 'new', - 'context': { - 'active_id': self.id, - 'active_model': 'sale.order', - 'mod_wizard_mode': 'drawing', - }, - } - - def action_mod_awaiting_funding(self): - """Open wizard to record Application Submission Date before moving to awaiting funding.""" - self.ensure_one() - return { - 'type': 'ir.actions.act_window', - 'name': 'Application Submitted to March of Dimes', - 'res_model': 'fusion_claims.mod.awaiting.funding.wizard', - 'view_mode': 'form', - 'target': 'new', - 'context': {'active_id': self.id}, - } - - def action_mod_funding_approved(self): - """Open wizard to record case worker and HVMP reference on approval.""" - self.ensure_one() - return { - 'type': 'ir.actions.act_window', - 'name': 'Funding Approved', - 'res_model': 'fusion_claims.mod.funding.approved.wizard', - 'view_mode': 'form', - 'target': 'new', - 'context': {'active_id': self.id}, - } - - def action_mod_funding_denied(self): - self.ensure_one() - self.write({'x_fc_mod_status': 'funding_denied'}) - - def action_mod_contract_received(self): - """Open wizard to upload PCA document and record receipt.""" - self.ensure_one() - return { - 'type': 'ir.actions.act_window', - 'name': 'PCA Received', - 'res_model': 'fusion_claims.mod.pca.received.wizard', - 'view_mode': 'form', - 'target': 'new', - 'context': {'active_id': self.id}, - } - - def action_mod_in_production(self): - self.ensure_one() - self.write({ - 'x_fc_mod_status': 'in_production', - 'x_fc_mod_production_started_date': fields.Date.today(), - }) - - def action_mod_project_complete(self): - self.ensure_one() - self.write({ - 'x_fc_mod_status': 'project_complete', - 'x_fc_mod_project_completed_date': fields.Date.today(), - }) - - def action_mod_pod_submitted(self): - """Open wizard to attach completion photos + POD and send to case worker.""" - self.ensure_one() - return { - 'type': 'ir.actions.act_window', - 'name': 'Submit Completion Photos and POD', - 'res_model': 'fusion_claims.send.to.mod.wizard', - 'view_mode': 'form', - 'target': 'new', - 'context': { - 'active_id': self.id, - 'active_model': 'sale.order', - 'mod_wizard_mode': 'completion', - }, - } - - def action_mod_close_case(self): - self.ensure_one() - self.write({ - 'x_fc_mod_status': 'case_closed', - 'x_fc_mod_case_closed_date': fields.Date.today(), - }) - - def action_mod_on_hold(self): - self.ensure_one() - self.write({'x_fc_mod_status': 'on_hold'}) - - def action_mod_resume(self): - """Resume from on_hold - go back to in_production.""" - self.ensure_one() - self.write({'x_fc_mod_status': 'in_production'}) - - def action_cancel(self): - """Override: also set MOD status to cancelled when order is cancelled.""" - res = super().action_cancel() - for order in self: - if order._is_mod_sale() and order.x_fc_mod_status not in ('cancelled', False): - order.with_context(skip_all_validations=True, skip_status_emails=True).write({ - 'x_fc_mod_status': 'cancelled', - }) - return res - - def _get_mod_partner(self): - """Find or create the March of Dimes partner for invoicing.""" - ICP = self.env['ir.config_parameter'].sudo() - mod_email = ICP.get_param('fusion_claims.mod_default_email', 'hvmp@marchofdimes.ca') - partner = self.env['res.partner'].sudo().search([('email', '=', mod_email)], limit=1) - if not partner: - partner = self.env['res.partner'].sudo().create({ - 'name': 'March of Dimes Canada (HVMP)', - 'email': mod_email, - 'is_company': True, - }) - return partner - - def _create_mod_invoice(self, partner_id, invoice_lines, portion_type='full', label=''): - """Create a MOD invoice with given lines. Reusable for full/split.""" - self.ensure_one() - from odoo.fields import Command - ICP = self.env['ir.config_parameter'].sudo() - vendor_code = ICP.get_param('fusion_claims.mod_vendor_code', '') - authorizer = self.x_fc_authorizer_id - case_worker = self.x_fc_case_worker - - invoice = self.env['account.move'].sudo().create({ - 'move_type': 'out_invoice', - 'partner_id': partner_id, - 'partner_shipping_id': self.partner_id.id, - 'x_fc_source_sale_order_id': self.id, - 'x_fc_invoice_type': 'march_of_dimes', - 'x_fc_adp_invoice_portion': portion_type, - 'x_fc_authorizer_id': authorizer.id if authorizer else False, - 'x_fc_claim_number': self.x_fc_case_reference or '', - 'ref': self.x_fc_case_reference or self.name, - 'invoice_origin': f'{self.name}{label}', - 'invoice_line_ids': invoice_lines, - 'narration': Markup( - f'HVMP Reference: {self.x_fc_case_reference or "N/A"}' - f'Client: {self.partner_id.name}
' - f'Case Worker: {case_worker.name if case_worker else "N/A"}
' - f'Sale Order: {self.name}
' - f'Vendor Code: {vendor_code}' - ), - }) - return invoice - - def action_send_to_mod(self): - """Open the Send to March of Dimes wizard.""" - self.ensure_one() - return { - 'type': 'ir.actions.act_window', - 'name': 'Send to March of Dimes', - 'res_model': 'fusion_claims.send.to.mod.wizard', - 'view_mode': 'form', - 'target': 'new', - 'context': { - 'active_id': self.id, - 'active_model': 'sale.order', - }, - } - - # --- MOD Document Preview Actions --- - - def action_open_mod_drawing(self): - self.ensure_one() - return self._action_open_document('x_fc_mod_drawing', 'Drawing') - - def action_open_mod_initial_photos(self): - self.ensure_one() - return self._action_open_image('x_fc_mod_initial_photos', 'Initial Photos') - - def action_open_mod_pca(self): - self.ensure_one() - return self._action_open_document('x_fc_mod_pca_document', 'PCA Document') - - def action_open_mod_pod(self): - self.ensure_one() - return self._action_open_document('x_fc_mod_proof_of_delivery', 'Proof of Delivery') - - def action_open_mod_completion_photos(self): - self.ensure_one() - return self._action_open_image('x_fc_mod_completion_photos', 'Completion Photos') - - def _action_open_image(self, field_name, label): - """Open an image attachment in a new browser tab.""" - self.ensure_one() - if not getattr(self, field_name): - return { - 'type': 'ir.actions.client', - 'tag': 'display_notification', - 'params': { - 'title': 'No File', - 'message': f'No {label} uploaded yet.', - 'type': 'warning', 'sticky': False, - }, - } - attachment = self._get_or_create_attachment(field_name, label) - if attachment: - return { - 'type': 'ir.actions.act_url', - 'url': f'/web/content/{attachment.id}', - 'target': 'new', - } - return {'type': 'ir.actions.act_window_close'} - - # ====================================================================== - # MARCH OF DIMES - EMAIL METHODS - # ====================================================================== - - def _build_mod_case_detail_rows(self, include_amounts=False): - """Build case detail rows for MOD email templates.""" - self.ensure_one() - - def fmt(d): - return d.strftime('%B %d, %Y') if d else None - - status_label = dict(self._fields['x_fc_mod_status'].selection).get( - self.x_fc_mod_status, self.x_fc_mod_status or '') - rows = [ - ('Case', self.name), - ('Client', self.partner_id.name or 'N/A'), - ('HVMP Reference', self.x_fc_case_reference or None), - ('Status', status_label or None), - ('Funding Approved', fmt(self.x_fc_case_approved)), - ('Est. Completion', fmt(self.x_fc_estimated_completion_date)), - ] - if include_amounts: - approved = self.x_fc_mod_approved_amount or 0 - rows.extend([ - ('Order Total', f'${self.amount_total:,.2f}'), - ]) - if approved: - rows.append(('MOD Approved', f'${approved:,.2f}')) - if approved < self.amount_total: - rows.append(('Client Portion', f'${self.amount_total - approved:,.2f}')) - return [(l, v) for l, v in rows if v is not None] - - def _mod_email_build(self, **kwargs): - """Wrapper around _email_build that overrides the footer for MOD emails.""" - # Build the email normally - html = self._email_build(**kwargs) - # Replace the footer text - html = html.replace( - 'This is an automated notification from the ADP Claims Management System.', - 'This is an automated notification from the Accessibility Case Management System.', - ) - return html - - def _get_mod_email_recipients(self, include_client=True, include_authorizer=True, - include_mod_contact=False, include_sales_rep=True): - """Get email recipients for MOD notifications.""" - self.ensure_one() - to_emails = [] - cc_emails = [] - - client = self.partner_id - authorizer = self.x_fc_authorizer_id - sales_rep = self.user_id - - if include_client and client and client.email: - to_emails.append(client.email) - - if include_authorizer and authorizer and authorizer.email: - if to_emails: - cc_emails.append(authorizer.email) - else: - to_emails.append(authorizer.email) - - if include_mod_contact and self.x_fc_mod_contact_email: - cc_emails.append(self.x_fc_mod_contact_email) - - if include_sales_rep and sales_rep and sales_rep.email: - cc_emails.append(sales_rep.email) - - office_cc = self._get_office_cc_emails() - - return { - 'to': to_emails, - 'cc': cc_emails, - 'office_cc': office_cc, - 'authorizer': authorizer, - 'sales_rep': sales_rep, - 'client': client, - } - - def _send_mod_email(self, subject_prefix, title, summary, email_type='info', - include_client=True, include_authorizer=True, - include_mod_contact=False, include_sales_rep=True, - sections=None, note=None, note_color=None, - attachments=None, attachment_names=None): - """Generic MOD email sender to avoid repeating boilerplate.""" - self.ensure_one() - if not self._is_email_notifications_enabled(): - return False - - recipients = self._get_mod_email_recipients( - include_client=include_client, include_authorizer=include_authorizer, - include_mod_contact=include_mod_contact, include_sales_rep=include_sales_rep) - to_emails = recipients.get('to', []) - cc_emails = recipients.get('cc', []) + recipients.get('office_cc', []) - if not to_emails and not cc_emails: - return False - - client_name = (recipients.get('client') or self.partner_id).name or 'Client' - sender_name = (recipients.get('sales_rep') or self.env.user).name - - body_html = self._mod_email_build( - title=title, - summary=summary, - email_type=email_type, - sections=sections or [('Case Details', self._build_mod_case_detail_rows())], - note=note, - note_color=note_color, - button_url=f'{self.get_base_url()}/web#id={self.id}&model=sale.order&view_type=form', - sender_name=sender_name, - attachments_note=', '.join(attachment_names) if attachment_names else None, - ) - - email_to = ', '.join(to_emails) if to_emails else ', '.join(cc_emails[:1]) - email_cc_str = ', '.join(cc_emails) if to_emails else ', '.join(cc_emails[1:]) - - subject = f'{subject_prefix} - {client_name} - {self.name}' - try: - mail_vals = { - 'subject': subject, - 'body_html': body_html, - 'email_to': email_to, - 'email_cc': email_cc_str, - 'model': 'sale.order', - 'res_id': self.id, - } - if attachments: - mail_vals['attachment_ids'] = [(6, 0, attachments)] - self.env['mail.mail'].sudo().create(mail_vals).send() - self._email_chatter_log(f'{title} email sent', email_to, email_cc_str, - [f'Attachments: {", ".join(attachment_names)}'] if attachment_names else None) - _logger.info(f"MOD email '{title}' sent for {self.name}") - return True - except Exception as e: - _logger.error(f"Failed to send MOD email '{title}' for {self.name}: {e}") - return False - - # --- Individual MOD status email methods --- - - def _send_mod_assessment_scheduled_email(self): - """Email: Assessment has been scheduled. To: Client, CC: Authorizer.""" - self.ensure_one() - client_name = self.partner_id.name or 'Client' - assess_date = self.x_fc_assessment_start_date.strftime('%B %d, %Y') if hasattr(self, 'x_fc_assessment_start_date') and self.x_fc_assessment_start_date else 'a date to be confirmed' - return self._send_mod_email( - subject_prefix='Assessment Scheduled', - title='Assessment Scheduled', - summary=f'An accessibility assessment for {client_name} has been scheduled for {assess_date}.', - email_type='info', - include_client=True, include_authorizer=True, - note='What to expect: Our assessor will visit your home to evaluate ' - 'the accessibility modifications needed. Please ensure someone is available at the ' - 'scheduled time. If you need to reschedule, please contact us as soon as possible.', - ) - - def _send_mod_assessment_completed_email(self): - """Email: Assessment completed. To: Client.""" - self.ensure_one() - client_name = self.partner_id.name or 'Client' - return self._send_mod_email( - subject_prefix='Assessment Completed', - title='Assessment Completed', - summary=f'The accessibility assessment for {client_name} has been completed.', - email_type='success', - include_client=True, include_authorizer=False, - note='Next steps: Our team is now preparing the drawings and quotation ' - 'based on the assessment. We will send you the proposal once it is ready for review.', - note_color='#38a169', - ) - - def _send_mod_quote_submitted_email(self): - """Email: Quote/drawings submitted. To: Client, CC: Authorizer, MOD contact.""" - self.ensure_one() - client_name = self.partner_id.name or 'Client' - return self._send_mod_email( - subject_prefix='Quotation & Drawings Submitted', - title='Quotation & Drawings Submitted', - summary=f'The quotation and drawings for {client_name} have been submitted for review.', - email_type='info', - include_client=True, include_authorizer=True, include_mod_contact=True, - note='Next steps: The proposal will be reviewed by March of Dimes. ' - 'The funding review process typically takes several weeks. We will follow up ' - 'regularly and keep you updated on the status.', - ) - - def _send_mod_funding_approved_email(self): - """Email: Funding approved by MOD. To: Client, CC: Authorizer, Sales Rep.""" - self.ensure_one() - client_name = self.partner_id.name or 'Client' - commitment = f'${self.x_fc_mod_approved_amount:,.2f}' if self.x_fc_mod_approved_amount else 'TBD' - return self._send_mod_email( - subject_prefix='Funding Approved', - title='Great News - Funding Approved', - summary=f'The March of Dimes funding for {client_name} has been approved.', - email_type='success', - include_client=True, include_authorizer=True, - sections=[('Case Details', self._build_mod_case_detail_rows(include_amounts=True))], - note=f'Approved Amount: {commitment}
' - 'Next steps: We will receive the Payment Commitment Agreement (PCA) ' - 'from March of Dimes shortly. Once received, we will proceed with the project. ' - 'Our team will be in touch to discuss timelines.', - note_color='#38a169', - ) - - def _send_mod_funding_denied_email(self): - """Email: Funding denied. To: Client, CC: Authorizer, Sales Rep.""" - self.ensure_one() - client_name = self.partner_id.name or 'Client' - return self._send_mod_email( - subject_prefix='Funding Update', - title='Funding Update', - summary=f'Unfortunately, the March of Dimes funding request for {client_name} ' - f'was not approved at this time.', - email_type='urgent', - include_client=True, include_authorizer=True, - note='Your options: You may contact March of Dimes directly for more ' - 'information about the decision. Alternative funding options or private payment ' - 'arrangements may be available. Our team is here to help explore your options.', - note_color='#c53030', - ) - - def _send_mod_contract_received_email(self): - """Email: PCA/Contract received. To: Client, CC: Sales Rep.""" - self.ensure_one() - client_name = self.partner_id.name or 'Client' - completion_date = self.x_fc_estimated_completion_date.strftime('%B %d, %Y') if self.x_fc_estimated_completion_date else 'TBD' - return self._send_mod_email( - subject_prefix='Contract Received - Project Starting', - title='Contract Received', - summary=f'The Payment Commitment Agreement for {client_name} has been received from March of Dimes.', - email_type='success', - include_client=True, include_authorizer=False, - note=f'Project Completion Deadline: {completion_date}
' - 'Next steps: We will now begin processing your project. ' - 'Our team will be in contact to schedule the next steps and keep you updated on progress.', - note_color='#38a169', - ) - - def _send_mod_invoice_submitted_email(self): - """Email: Invoice submitted to MOD. To: MOD contact.""" - self.ensure_one() - client_name = self.partner_id.name or 'Client' - if not self.x_fc_mod_contact_email: - _logger.warning(f"No MOD contact email for {self.name}, skipping invoice email") - return False - return self._send_mod_email( - subject_prefix='Invoice Submitted', - title='Invoice Submitted', - summary=f'Please find attached the invoice for the accessibility modification project for {client_name}.', - email_type='info', - include_client=False, include_authorizer=False, include_mod_contact=True, - sections=[('Invoice Details', self._build_mod_case_detail_rows(include_amounts=True))], - note='Please process the initial payment (90%) as per the Payment Commitment Agreement terms.', - ) - - def _send_mod_initial_payment_email(self): - """Email: 90% payment received, project progressing. To: Client.""" - self.ensure_one() - client_name = self.partner_id.name or 'Client' - amount = f'${self.x_fc_mod_initial_payment_amount:,.2f}' if self.x_fc_mod_initial_payment_amount else 'the initial payment' - return self._send_mod_email( - subject_prefix='Project Update - Payment Received', - title='Project Update', - summary=f'We have received {amount} for the accessibility project for {client_name}. ' - f'Your project is now in active production.', - email_type='success', - include_client=True, include_authorizer=False, - note='What is happening: Your project is being processed and we are ' - 'working towards completion. We will keep you updated on key milestones.', - note_color='#38a169', - ) - - def _send_mod_project_complete_email(self): - """Email: Project/installation complete. To: Client, CC: Authorizer.""" - self.ensure_one() - client_name = self.partner_id.name or 'Client' - return self._send_mod_email( - subject_prefix='Project Complete', - title='Project Installation Complete', - summary=f'The accessibility modification project for {client_name} has been completed.', - email_type='success', - include_client=True, include_authorizer=True, - note='Next steps: We will be submitting the photos and proof of delivery ' - 'to March of Dimes for final payment processing. If you have any questions or ' - 'concerns about the installation, please contact us.', - note_color='#38a169', - ) - - def _send_mod_pod_submitted_email(self): - """Email: Photos/POD submitted to MOD. To: MOD contact, CC: Authorizer.""" - self.ensure_one() - client_name = self.partner_id.name or 'Client' - return self._send_mod_email( - subject_prefix='Proof of Delivery Submitted', - title='Proof of Delivery Submitted', - summary=f'Photos and proof of delivery for {client_name} have been submitted.', - email_type='info', - include_client=False, include_authorizer=True, include_mod_contact=True, - note='Please process the final payment (10%) as per the Payment Commitment Agreement terms.', - ) - - def _send_mod_final_payment_email(self): - """Email: Final payment received. To: Client.""" - self.ensure_one() - client_name = self.partner_id.name or 'Client' - return self._send_mod_email( - subject_prefix='Final Payment Received', - title='Final Payment Received', - summary=f'The final payment for the accessibility project for {client_name} has been received.', - email_type='success', - include_client=True, include_authorizer=False, - note='Thank you! All payments have been received and your project is ' - 'now fully complete. If you need any support or have warranty questions, ' - 'please do not hesitate to contact us.', - note_color='#38a169', - ) - - def _send_mod_case_closed_email(self): - """Email: Case closed. To: Client, CC: Authorizer.""" - self.ensure_one() - client_name = self.partner_id.name or 'Client' - return self._send_mod_email( - subject_prefix='Case Closed', - title='Case Closed', - summary=f'The accessibility modification case for {client_name} has been closed.', - email_type='info', - include_client=True, include_authorizer=True, - note='Important: Your equipment comes with a one-year warranty on ' - 'materials, equipment, and workmanship from the date of installation. ' - 'If you experience any issues, please contact us immediately.', - ) - - def _send_mod_followup_email(self): - """Auto-email to client when follow-up activity is not completed on time.""" - self.ensure_one() - if not self._is_email_notifications_enabled(): - return False - - client = self.partner_id - if not client or not client.email: - return False - - client_name = client.name or 'Client' - sender_name = (self.user_id or self.env.user).name - followup_count = self.x_fc_mod_followup_count or 0 - - body_html = self._mod_email_build( - title='Project Status Check-In', - summary=f'We wanted to check in on the accessibility modification project for ' - f'{client_name}.', - email_type='info', - sections=[('Case Details', self._build_mod_case_detail_rows())], - note='We are here to help: If you have received any updates from March of Dimes ' - 'regarding your funding application, please let us know so we can proceed accordingly. ' - 'If you have any questions about your project, feel free to reach out to us anytime.', - button_url=False, - sender_name=sender_name, - ) - - try: - self.env['mail.mail'].sudo().create({ - 'subject': f'Project Update Check-In - {client_name} - {self.name}', - 'body_html': body_html, - 'email_to': client.email, - 'model': 'sale.order', 'res_id': self.id, - }).send() - self.with_context(skip_all_validations=True).write({ - 'x_fc_mod_last_followup_date': fields.Date.today(), - 'x_fc_mod_followup_count': followup_count + 1, - 'x_fc_mod_followup_escalated': True, - }) - self._email_chatter_log('MOD Follow-up auto-email sent (activity overdue)', client.email) - return True - except Exception as e: - _logger.error(f"Failed to send MOD follow-up email for {self.name}: {e}") - return False - - # ====================================================================== - # MARCH OF DIMES - TWILIO SMS - # ====================================================================== - - def _send_mod_sms(self, trigger): - """Send Twilio SMS for key MOD status changes.""" - self.ensure_one() - ICP = self.env['ir.config_parameter'].sudo() - if ICP.get_param('fusion_claims.twilio_enabled', 'False').lower() not in ('true', '1', 'yes'): - return False - - client = self.partner_id - phone = client.mobile or client.phone if client else None - if not phone: - _logger.info(f"No phone number for {self.name}, skipping SMS") - return False - - client_name = client.name or 'Client' - company_phone = self.company_id.phone or '' - - messages = { - 'assessment_scheduled': ( - f"Hi {client_name}, your accessibility assessment with Westin Healthcare " - f"has been scheduled. We will confirm the exact date and time shortly. " - f"For questions, call {company_phone}." - ), - 'funding_approved': ( - f"Hi {client_name}, great news! Your March of Dimes funding has been approved. " - f"Our team will be in touch with next steps. Questions? Call {company_phone}." - ), - 'initial_payment_received': ( - f"Hi {client_name}, we have received the initial payment for your project. " - f"Work is in progress. We will keep you updated. Call {company_phone} for info." - ), - 'project_complete': ( - f"Hi {client_name}, your accessibility modification project is now complete! " - f"If you have any questions or concerns, call us at {company_phone}." - ), - } - - message = messages.get(trigger) - if not message: - return False - - return self._twilio_send_sms(phone, message) - - def _twilio_send_sms(self, to_number, message): - """Send SMS via Twilio REST API.""" - import requests as req - self.ensure_one() - ICP = self.env['ir.config_parameter'].sudo() - account_sid = ICP.get_param('fusion_claims.twilio_account_sid', '') - auth_token = ICP.get_param('fusion_claims.twilio_auth_token', '') - from_number = ICP.get_param('fusion_claims.twilio_phone_number', '') - - if not all([account_sid, auth_token, from_number]): - _logger.warning("Twilio not configured, skipping SMS") - return False - - url = f'https://api.twilio.com/2010-04-01/Accounts/{account_sid}/Messages.json' - try: - resp = req.post(url, data={ - 'To': to_number, - 'From': from_number, - 'Body': message, - }, auth=(account_sid, auth_token), timeout=10) - if resp.status_code in (200, 201): - self._email_chatter_log(f'SMS sent to {to_number}', to_number) - _logger.info(f"Twilio SMS sent to {to_number} for {self.name}") - return True - else: - _logger.error(f"Twilio SMS failed ({resp.status_code}): {resp.text}") - return False - except Exception as e: - _logger.error(f"Twilio SMS error for {self.name}: {e}") - return False - - # ====================================================================== - # MARCH OF DIMES - FOLLOW-UP CRON - # ====================================================================== - - @api.model - def _cron_mod_schedule_followups(self): - """Cron: Schedule bi-weekly follow-up activities for MOD cases awaiting funding.""" - from datetime import timedelta - - ICP = self.env['ir.config_parameter'].sudo() - interval_days = int(ICP.get_param('fusion_claims.mod_followup_interval_days', '14')) - - # Statuses that need follow-up (waiting for funding decision) - followup_statuses = ['quote_submitted', 'awaiting_funding'] - - orders = self.search([ - ('x_fc_sale_type', '=', 'march_of_dimes'), - ('x_fc_mod_status', 'in', followup_statuses), - ]) - - today = fields.Date.today() - - for order in orders: - try: - next_date = order.x_fc_mod_next_followup_date - # If no next followup date set, or it's in the past, schedule one - if not next_date or next_date <= today: - # Calculate from last followup or quote submission date - base_date = order.x_fc_mod_last_followup_date or order.x_fc_case_submitted or today - new_followup = base_date + timedelta(days=interval_days) - if new_followup <= today: - new_followup = today + timedelta(days=1) # Schedule for tomorrow at minimum - - # Create scheduled activity - activity_type = self.env.ref( - 'fusion_claims.mail_activity_type_mod_followup', raise_if_not_found=False) - if activity_type: - # Check if there's already an open activity of this type - existing = self.env['mail.activity'].search([ - ('res_model', '=', 'sale.order'), - ('res_id', '=', order.id), - ('activity_type_id', '=', activity_type.id), - ], limit=1) - if not existing: - order.activity_schedule( - 'fusion_claims.mail_activity_type_mod_followup', - date_deadline=new_followup, - user_id=(order.user_id or self.env.user).id, - summary=f'MOD Follow-up: Call {order.partner_id.name or "client"} for funding update', - ) - - order.with_context(skip_all_validations=True).write({ - 'x_fc_mod_next_followup_date': new_followup, - }) - _logger.info(f"Scheduled MOD follow-up for {order.name} on {new_followup}") - except Exception as e: - _logger.error(f"Failed to schedule MOD follow-up for {order.name}: {e}") - - @api.model - def _cron_mod_escalate_followups(self): - """Cron: Send auto-email if follow-up activity is overdue (not completed within 3 days).""" - from datetime import timedelta - - ICP = self.env['ir.config_parameter'].sudo() - escalation_days = int(ICP.get_param('fusion_claims.mod_followup_escalation_days', '3')) - - activity_type = self.env.ref( - 'fusion_claims.mail_activity_type_mod_followup', raise_if_not_found=False) - if not activity_type: - return - - # Find overdue follow-up activities - cutoff_date = fields.Date.today() - timedelta(days=escalation_days) - overdue_activities = self.env['mail.activity'].search([ - ('res_model', '=', 'sale.order'), - ('activity_type_id', '=', activity_type.id), - ('date_deadline', '<=', cutoff_date), - ]) - - for activity in overdue_activities: - try: - order = self.browse(activity.res_id) - if not order.exists() or not order._is_mod_sale(): - continue - if order.x_fc_mod_status not in ('quote_submitted', 'awaiting_funding'): - # Status moved past follow-up phase, clean up the activity - activity.unlink() - continue - # Only escalate once per activity - if not order.x_fc_mod_followup_escalated: - order._send_mod_followup_email() - # Clean up the overdue activity and let the scheduler create a new one - activity.unlink() - except Exception as e: - _logger.error(f"Failed to escalate MOD follow-up for activity {activity.id}: {e}") - - # ====================================================================== - # ODSP EMAIL AUTOMATION - # ====================================================================== - - def _odsp_email_build(self, **kwargs): - """Wrapper around _email_build that overrides the footer for ODSP emails.""" - html = self._email_build(**kwargs) - html = html.replace( - 'This is an automated notification from the ADP Claims Management System.', - 'This is an automated notification from the ODSP Case Management System.', - ) - return html - - def _get_sa_mobility_email(self): - """Get the configured SA Mobility email address.""" - return self.env['ir.config_parameter'].sudo().get_param( - 'fusion_claims.sa_mobility_email', 'samobility@ontario.ca') - - def _send_sa_mobility_email(self, request_type='repair', device_description='', - attachment_ids=None, email_body_notes=None): - """Send SA Mobility submission email. - - Args: - request_type: 'batteries' or 'repair' - device_description: human-readable device label - attachment_ids: list of ir.attachment IDs to attach - email_body_notes: optional urgency/priority notes for the email body - """ - self.ensure_one() - client_name = self.partner_id.name or 'Client' - member_id = self.x_fc_odsp_member_id or self.partner_id.x_fc_odsp_member_id or '' - client_address = self.partner_id.contact_address or '' - - sa_email = self._get_sa_mobility_email() - subject = f'{client_name} - ODSP - {member_id}' if member_id else client_name - - summary_parts = [] - if email_body_notes: - summary_parts.append( - f'{email_body_notes}' - ) - - if request_type == 'batteries': - summary_parts.append( - f'Client is getting {device_description or "Electric Wheelchair / Mobility Scooter"} from ADP. ' - f'ADP is covering the equipment. We have submitted request for approval to ADP ' - f'and client is seeking approval from ODSP for Batteries.' - ) - else: - summary_parts.append( - f'Client has {device_description or "mobility equipment"} ' - f'and is looking for replacement parts and repairs. ' - f'Please find the attached SA Mobility Form and Quotation.' - ) - summary = '
'.join(summary_parts) - - sections = [('Client Details', [ - ('Client Name', client_name), - ('ODSP Member ID', member_id), - ('Address', client_address), - ('Order #', self.name), - ])] - - body_html = self._odsp_email_build( - title='SA Mobility Request', - summary=summary, - email_type='info', - sections=sections, - sender_name=(self.user_id or self.env.user).name, - ) - - cc_emails = [] - if self.user_id and self.user_id.email: - cc_emails.append(self.user_id.email) - - mail_vals = { - 'subject': subject, - 'body_html': body_html, - 'email_to': sa_email, - 'email_cc': ', '.join(cc_emails) if cc_emails else '', - 'model': 'sale.order', - 'res_id': self.id, - } - if attachment_ids: - mail_vals['attachment_ids'] = [(6, 0, attachment_ids)] - - try: - self.env['mail.mail'].sudo().create(mail_vals).send() - self._email_chatter_log( - 'SA Mobility request sent', sa_email, - ', '.join(cc_emails) if cc_emails else None) - _logger.info(f"SA Mobility email sent for {self.name} to {sa_email}") - except Exception as e: - _logger.error(f"Failed to send SA Mobility email for {self.name}: {e}") - from odoo.exceptions import UserError - raise UserError(f"Failed to send email: {e}") - - def _send_sa_mobility_completion_email(self, attachment_ids=None): - """Send SA Mobility completion email with signed form, POD, and invoice.""" - self.ensure_one() - client_name = self.partner_id.name or 'Client' - member_id = self.x_fc_odsp_member_id or '' - sa_email = self._get_sa_mobility_email() - - subject = f'{client_name} - {member_id} - Completed' - summary = ( - f'Delivery/repair for {client_name} has been completed. ' - f'Please find the attached signed SA Mobility approval form, ' - f'Proof of Delivery, and Invoice.' - ) - - body_html = self._odsp_email_build( - title='SA Mobility - Completed', - summary=summary, - email_type='success', - sections=[('Case Details', [ - ('Client Name', client_name), - ('ODSP Member ID', member_id), - ('Order #', self.name), - ])], - sender_name=(self.user_id or self.env.user).name, - ) - - cc_emails = [] - if self.user_id and self.user_id.email: - cc_emails.append(self.user_id.email) - - mail_vals = { - 'subject': subject, - 'body_html': body_html, - 'email_to': sa_email, - 'email_cc': ', '.join(cc_emails) if cc_emails else '', - 'model': 'sale.order', - 'res_id': self.id, - } - if attachment_ids: - mail_vals['attachment_ids'] = [(6, 0, attachment_ids)] - - try: - self.env['mail.mail'].sudo().create(mail_vals).send() - self._email_chatter_log( - 'SA Mobility completion sent', sa_email, - ', '.join(cc_emails) if cc_emails else None) - _logger.info(f"SA Mobility completion email sent for {self.name}") - except Exception as e: - _logger.error(f"Failed to send SA Mobility completion email for {self.name}: {e}") - - def _send_odsp_submission_email(self, attachment_ids=None, email_body_notes=None): - """Send ODSP submission email to the selected ODSP office.""" - self.ensure_one() - if not self.x_fc_odsp_office_id or not self.x_fc_odsp_office_id.email: - from odoo.exceptions import UserError - raise UserError("ODSP Office email is required. Please select an ODSP Office with an email.") - - client_name = self.partner_id.name or 'Client' - member_id = self.x_fc_odsp_member_id or '' - office_email = self.x_fc_odsp_office_id.email - - subject = f'ODSP Application - {client_name} - {member_id}' - - summary_parts = [] - if email_body_notes: - summary_parts.append( - f'{email_body_notes}' - ) - summary_parts.append( - f'Please find enclosed the ODSP application documents for ' - f'{client_name} (Member ID: {member_id}).' - ) - summary = '
'.join(summary_parts) - - body_html = self._odsp_email_build( - title='ODSP Application Submission', - summary=summary, - email_type='info', - sections=[('Application Details', [ - ('Client Name', client_name), - ('ODSP Member ID', member_id), - ('Order #', self.name), - ])], - sender_name=(self.user_id or self.env.user).name, - ) - - cc_emails = [] - if self.user_id and self.user_id.email: - cc_emails.append(self.user_id.email) - - mail_vals = { - 'subject': subject, - 'body_html': body_html, - 'email_to': office_email, - 'email_cc': ', '.join(cc_emails) if cc_emails else '', - 'model': 'sale.order', - 'res_id': self.id, - } - if attachment_ids: - mail_vals['attachment_ids'] = [(6, 0, attachment_ids)] - - try: - self.env['mail.mail'].sudo().create(mail_vals).send() - self._email_chatter_log('ODSP submission sent', office_email, - ', '.join(cc_emails) if cc_emails else None) - if self._get_odsp_status() in ('quotation', 'documents_ready'): - self._odsp_advance_status('submitted_to_odsp', - "Status auto-advanced after ODSP submission email.") - _logger.info(f"ODSP submission email sent for {self.name} to {office_email}") - except Exception as e: - _logger.error(f"Failed to send ODSP submission email for {self.name}: {e}") diff --git a/fusion_claims/fusion_claims/models/sale_order_line.py b/fusion_claims/fusion_claims/models/sale_order_line.py deleted file mode 100644 index c7118ef..0000000 --- a/fusion_claims/fusion_claims/models/sale_order_line.py +++ /dev/null @@ -1,362 +0,0 @@ -# -*- coding: utf-8 -*- -# Copyright 2024-2025 Nexa Systems Inc. -# License OPL-1 (Odoo Proprietary License v1.0) -# Part of the Fusion Claim Assistant product family. - -from odoo import models, fields, api - - -class SaleOrderLine(models.Model): - _inherit = 'sale.order.line' - - # ========================================================================== - # PARENT FIELD FOR VISIBILITY (used by Studio conditions) - # ========================================================================== - x_fc_is_adp_sale = fields.Boolean( - compute='_compute_is_adp_sale_line', - string='Is ADP Sale', - store=False, - help='True if parent order is an ADP sale - used for column visibility', - ) - - def _compute_is_adp_sale_line(self): - """Check if parent order is an ADP sale.""" - for line in self: - is_adp = False - if line.order_id and line.order_id.x_fc_sale_type: - is_adp = 'adp' in str(line.order_id.x_fc_sale_type).lower() - line.x_fc_is_adp_sale = is_adp - - @api.depends('product_id', 'product_id.default_code') - def _compute_adp_device_type(self): - """Compute ADP device type from the product's device code.""" - ADPDevice = self.env['fusion.adp.device.code'].sudo() - for line in self: - device_type = '' - if line.product_id: - # Get the device code from product (default_code or custom field) - device_code = line._get_adp_device_code() - if device_code: - # Look up device type in ADP database - adp_device = ADPDevice.search([ - ('device_code', '=', device_code), - ('active', '=', True) - ], limit=1) - if adp_device: - device_type = adp_device.device_type or '' - line.x_fc_adp_device_type = device_type - - # ========================================================================== - # SERIAL NUMBER AND DEVICE PLACEMENT - # ========================================================================== - x_fc_serial_number = fields.Char( - string='Serial Number', - help='Serial number for this product', - ) - x_fc_device_placement = fields.Selection( - selection=[ - ('L', 'Left'), - ('R', 'Right'), - ('NA', 'N/A'), - ], - string='Device Placement', - default='NA', - help='Device placement position (Left/Right/N/A)', - ) - - # ========================================================================== - # DEDUCTION FIELDS - # ========================================================================== - x_fc_deduction_type = fields.Selection( - selection=[ - ('none', 'No Deduction'), - ('pct', 'Percentage'), - ('amt', 'Amount'), - ], - string='Deduction Type', - default='none', - help='Type of ADP deduction applied to this line', - ) - x_fc_deduction_value = fields.Float( - string='Deduction Value', - digits='Product Price', - help='Deduction value (percentage if PCT, dollar amount if AMT)', - ) - - # ========================================================================== - # ADP REFERENCE FIELDS - # ========================================================================== - x_fc_adp_max_price = fields.Float( - string='ADP Max Price', - digits='Product Price', - help='Maximum price ADP will cover for this device (from mobility manual)', - ) - x_fc_sn_required = fields.Boolean( - string='S/N Required', - help='Is serial number required for this device?', - ) - - # ========================================================================== - # ADP DEVICE APPROVAL TRACKING - # ========================================================================== - x_fc_adp_approved = fields.Boolean( - string='ADP Approved', - default=False, - help='Was this device approved by ADP in the application approval?', - ) - x_fc_adp_device_type = fields.Char( - string='ADP Device Type', - compute='_compute_adp_device_type', - store=True, - help='Device type from ADP mobility manual (for approval matching)', - ) - - # ========================================================================== - # COMPUTED ADP PORTIONS - # ========================================================================== - x_fc_adp_portion = fields.Monetary( - string='ADP Portion', - compute='_compute_adp_portions', - store=True, - currency_field='currency_id', - help='ADP portion for this line', - ) - x_fc_client_portion = fields.Monetary( - string='Client Portion', - compute='_compute_adp_portions', - store=True, - currency_field='currency_id', - help='Client portion for this line', - ) - - # ========================================================================== - # COMPUTE ADP PORTIONS WITH DEDUCTIONS AND APPROVAL STATUS - # ========================================================================== - @api.depends('price_subtotal', 'product_uom_qty', 'price_unit', 'product_id', - 'order_id.x_fc_sale_type', 'order_id.x_fc_client_type', - 'order_id.x_fc_device_verification_complete', - 'x_fc_deduction_type', 'x_fc_deduction_value', 'x_fc_adp_max_price', - 'x_fc_adp_approved') - def _compute_adp_portions(self): - """Compute ADP and client portions based on product's ADP price, client type, and approval status. - - IMPORTANT: - 1. If a product has NON-ADP code (NON-ADP, NON-FUNDED, etc.): Client pays 100% - 2. If a product is NOT in the ADP device database: Client pays 100% - 3. If a device is NOT approved by ADP: Client pays 100% - 4. Only products with valid ADP codes that are approved get the 75%/25% (or 100%/0%) split - """ - ADPDevice = self.env['fusion.adp.device.code'].sudo() - - for line in self: - # Get sale type and client type from parent order - order = line.order_id - if not order: - line.x_fc_adp_portion = 0 - line.x_fc_client_portion = 0 - continue - - # Check if this is an ADP sale - if not order._is_adp_sale(): - line.x_fc_adp_portion = 0 - line.x_fc_client_portion = 0 - continue - - # Skip non-product lines - if not line.product_id or line.product_uom_qty <= 0: - line.x_fc_adp_portion = 0 - line.x_fc_client_portion = 0 - continue - - # ================================================================= - # CHECK 1: Is this a NON-ADP funded product? - # Products with NON-ADP, NON-FUNDED, UNFUNDED codes = 100% client - # ================================================================= - if line.product_id.is_non_adp_funded(): - line.x_fc_adp_portion = 0 - line.x_fc_client_portion = line.price_subtotal - continue - - # ================================================================= - # CHECK 2: Does this product have a valid ADP device code? - # Products without valid ADP codes in the database = 100% client - # ================================================================= - device_code = line._get_adp_device_code() - is_adp_device = False - if device_code: - # Check if this code exists in the ADP mobility manual database - is_adp_device = ADPDevice.search_count([ - ('device_code', '=', device_code), - ('active', '=', True) - ]) > 0 - - # If product has NO valid ADP code in database: client pays 100% - if not is_adp_device: - line.x_fc_adp_portion = 0 - line.x_fc_client_portion = line.price_subtotal - continue - - # ================================================================= - # CHECK 3: If this is an ADP device but NOT approved: 100% client - # ================================================================= - if order.x_fc_device_verification_complete and not line.x_fc_adp_approved: - line.x_fc_adp_portion = 0 - line.x_fc_client_portion = line.price_subtotal - continue - - # ================================================================= - # STANDARD CALCULATION: Product is a valid, approved ADP device - # ================================================================= - - # Get client type and determine base percentages - client_type = order._get_client_type() - if client_type == 'REG': - # REG: 75% ADP, 25% Client - base_adp_pct = 0.75 - base_client_pct = 0.25 - else: - # ODS, OWP, ACS, LTC, SEN, CCA: 100% ADP, 0% Client - base_adp_pct = 1.0 - base_client_pct = 0.0 - - # Get the ADP price from the product - adp_price = 0 - if line.product_id and line.product_id.product_tmpl_id: - product_tmpl = line.product_id.product_tmpl_id - if hasattr(product_tmpl, 'x_fc_adp_price'): - adp_price = product_tmpl.x_fc_adp_price or 0 - if not adp_price and line.x_fc_adp_max_price: - adp_price = line.x_fc_adp_max_price - if not adp_price: - adp_price = line.price_unit - - qty = line.product_uom_qty - adp_base_total = adp_price * qty - - # Apply deductions - if line.x_fc_deduction_type == 'pct' and line.x_fc_deduction_value: - # PCT: ADP only covers deduction_value% of their portion - effective_adp_pct = base_adp_pct * (line.x_fc_deduction_value / 100) - effective_client_pct = 1 - effective_adp_pct - adp_portion = adp_base_total * effective_adp_pct - client_portion = adp_base_total * effective_client_pct - elif line.x_fc_deduction_type == 'amt' and line.x_fc_deduction_value: - # AMT: Subtract fixed amount from ADP portion - base_adp_amount = adp_base_total * base_adp_pct - adp_portion = max(0, base_adp_amount - line.x_fc_deduction_value) - client_portion = adp_base_total - adp_portion - else: - # No deduction - standard calculation based on ADP price - adp_portion = adp_base_total * base_adp_pct - client_portion = adp_base_total * base_client_pct - - line.x_fc_adp_portion = adp_portion - line.x_fc_client_portion = client_portion - - # ========================================================================== - # GETTER METHODS - # ========================================================================== - def _get_adp_device_code(self): - """Get ADP device code from product. - - Checks multiple sources in order: - 1. x_fc_adp_device_code (module field) - 2. x_adp_code (Studio/custom field) - 3. default_code - 4. Code in parentheses in product name (e.g., "Product Name (SE0001109)") - """ - import re - - self.ensure_one() - if not self.product_id: - return '' - - product_tmpl = self.product_id.product_tmpl_id - ADPDevice = self.env['fusion.adp.device.code'].sudo() - - # 1. Check x_fc_adp_device_code (module field) - code = '' - if hasattr(product_tmpl, 'x_fc_adp_device_code'): - code = getattr(product_tmpl, 'x_fc_adp_device_code', '') or '' - - # Verify code exists in ADP database - if code and ADPDevice.search_count([('device_code', '=', code), ('active', '=', True)]) > 0: - return code - - # 2. Check x_adp_code (Studio/custom field) - if hasattr(product_tmpl, 'x_adp_code'): - code = getattr(product_tmpl, 'x_adp_code', '') or '' - if code and ADPDevice.search_count([('device_code', '=', code), ('active', '=', True)]) > 0: - return code - - # 3. Check default_code - code = self.product_id.default_code or '' - if code and ADPDevice.search_count([('device_code', '=', code), ('active', '=', True)]) > 0: - return code - - # 4. Try to extract code from product name in parentheses - # E.g., "[MXA-1618] GEOMATRIX SILVERBACK MAX BACKREST - ACTIVE (SE0001109)" - product_name = self.product_id.name or '' - # Find all codes in parentheses - matches = re.findall(r'\(([A-Z0-9]+)\)', product_name) - for potential_code in matches: - if ADPDevice.search_count([('device_code', '=', potential_code), ('active', '=', True)]) > 0: - return potential_code - - # 5. Final fallback - return default_code even if not in ADP database - return self.product_id.default_code or '' - - def _get_serial_number(self): - """Get serial number from mapped field or native field.""" - self.ensure_one() - ICP = self.env['ir.config_parameter'].sudo() - field_name = ICP.get_param('fusion_claims.field_sol_serial', 'x_fc_serial_number') - - # Try mapped field first - if hasattr(self, field_name): - value = getattr(self, field_name, None) - if value: - return value - - # Fallback to native field - return self.x_fc_serial_number or '' - - def _get_device_placement(self): - """Get device placement.""" - self.ensure_one() - return self.x_fc_device_placement or 'NA' - - # ========================================================================== - # INVOICE LINE PREPARATION - # ========================================================================== - def _prepare_invoice_line(self, **optional_values): - """Override to copy ADP line fields to the invoice line.""" - vals = super()._prepare_invoice_line(**optional_values) - vals.update({ - 'x_fc_serial_number': self.x_fc_serial_number, - 'x_fc_device_placement': self.x_fc_device_placement, - 'x_fc_deduction_type': self.x_fc_deduction_type, - 'x_fc_deduction_value': self.x_fc_deduction_value, - 'x_fc_adp_max_price': self.x_fc_adp_max_price, - 'x_fc_sn_required': self.x_fc_sn_required, - 'x_fc_adp_approved': self.x_fc_adp_approved, - 'x_fc_adp_device_type': self.x_fc_adp_device_type, - }) - return vals - - # ========================================================================== - # ONCHANGE FOR ADP MAX PRICE LOOKUP - # ========================================================================== - @api.onchange('product_id') - def _onchange_product_adp_info(self): - """Lookup ADP info from device codes when product changes.""" - if self.product_id: - # Try to find device code in the reference table - device_code = self._get_adp_device_code() - if device_code: - adp_device = self.env['fusion.adp.device.code'].sudo().search([ - ('device_code', '=', device_code) - ], limit=1) - if adp_device: - self.x_fc_adp_max_price = adp_device.adp_price - self.x_fc_sn_required = adp_device.sn_required diff --git a/fusion_claims/fusion_claims/models/submission_history.py b/fusion_claims/fusion_claims/models/submission_history.py deleted file mode 100644 index 17f7218..0000000 --- a/fusion_claims/fusion_claims/models/submission_history.py +++ /dev/null @@ -1,237 +0,0 @@ -# -*- coding: utf-8 -*- -# Copyright 2024-2026 Nexa Systems Inc. -# License OPL-1 (Odoo Proprietary License v1.0) -# Part of the Fusion Claim Assistant product family. - -from odoo import api, fields, models -from markupsafe import Markup -import logging - -_logger = logging.getLogger(__name__) - - -class FusionSubmissionHistory(models.Model): - """Track submission history for ADP applications. - - Each record represents one submission or resubmission to ADP, - including the documents submitted, the result, and any rejection reasons. - """ - _name = 'fusion.submission.history' - _description = 'ADP Submission History' - _order = 'submission_date desc, id desc' - _rec_name = 'display_name' - - # ========================================================================== - # RELATIONSHIPS - # ========================================================================== - sale_order_id = fields.Many2one( - 'sale.order', - string='Sale Order', - required=True, - ondelete='cascade', - index=True, - ) - - # ========================================================================== - # SUBMISSION DETAILS - # ========================================================================== - display_name = fields.Char( - string='Display Name', - compute='_compute_display_name', - store=True, - ) - - submission_number = fields.Integer( - string='Submission #', - default=1, - help='Sequence number for this submission (1 = first submission, 2+ = resubmissions)', - ) - - submission_type = fields.Selection( - selection=[ - ('initial', 'Initial Submission'), - ('resubmission', 'Resubmission'), - ('correction', 'Correction'), - ], - string='Type', - default='initial', - ) - - submission_date = fields.Date( - string='Submission Date', - default=fields.Date.today, - required=True, - ) - - submitted_by_id = fields.Many2one( - 'res.users', - string='Submitted By', - default=lambda self: self.env.user, - ) - - # ========================================================================== - # DOCUMENTS SUBMITTED (copies at time of submission) - # ========================================================================== - final_application = fields.Binary( - string='Final Application (PDF)', - attachment=True, - help='Copy of the final application PDF at time of submission', - ) - final_application_filename = fields.Char( - string='Final Application Filename', - ) - - xml_file = fields.Binary( - string='XML File', - attachment=True, - help='Copy of the XML file at time of submission', - ) - xml_filename = fields.Char( - string='XML Filename', - ) - - # ========================================================================== - # RESULT TRACKING - # ========================================================================== - result = fields.Selection( - selection=[ - ('pending', 'Pending'), - ('accepted', 'Accepted'), - ('rejected', 'Rejected'), - ('approved', 'Approved'), - ('denied', 'Denied'), - ], - string='Result', - default='pending', - ) - - result_date = fields.Date( - string='Result Date', - help='Date when the result was received from ADP', - ) - - # ========================================================================== - # REJECTION DETAILS (if rejected) - # ========================================================================== - rejection_reason = fields.Selection( - selection=[ - ('name_correction', 'Name Correction Needed'), - ('healthcard_correction', 'Health Card Correction Needed'), - ('duplicate_claim', 'Duplicate Claim Exists'), - ('xml_format_error', 'XML Format/Validation Error'), - ('missing_info', 'Missing Required Information'), - ('other', 'Other'), - ], - string='Rejection Reason', - ) - - rejection_details = fields.Text( - string='Rejection Details', - help='Additional details about the rejection', - ) - - # ========================================================================== - # CORRECTION NOTES (for resubmissions) - # ========================================================================== - correction_notes = fields.Text( - string='Correction Notes', - help='Notes about what was corrected for this resubmission', - ) - - # ========================================================================== - # COMPUTED FIELDS - # ========================================================================== - @api.depends('sale_order_id', 'submission_number', 'submission_type') - def _compute_display_name(self): - for record in self: - order_name = record.sale_order_id.name or 'New' - type_label = dict(record._fields['submission_type'].selection).get( - record.submission_type, record.submission_type - ) - record.display_name = f"{order_name} - Submission #{record.submission_number} ({type_label})" - - # ========================================================================== - # HELPER METHODS - # ========================================================================== - @api.model - def create_from_submission(self, sale_order, submission_type='initial', correction_notes=None): - """Create a submission history record from a sale order submission. - - Args: - sale_order: The sale.order record being submitted - submission_type: 'initial', 'resubmission', or 'correction' - correction_notes: Optional notes about corrections made - - Returns: - The created fusion.submission.history record - """ - # Get next submission number - existing_count = self.search_count([('sale_order_id', '=', sale_order.id)]) - submission_number = existing_count + 1 - - # If submission_number > 1, it's a resubmission - if submission_number > 1 and submission_type == 'initial': - submission_type = 'resubmission' - - vals = { - 'sale_order_id': sale_order.id, - 'submission_number': submission_number, - 'submission_type': submission_type, - 'submission_date': fields.Date.today(), - 'submitted_by_id': self.env.user.id, - 'correction_notes': correction_notes, - } - - # Copy current documents - if sale_order.x_fc_final_submitted_application: - vals['final_application'] = sale_order.x_fc_final_submitted_application - vals['final_application_filename'] = sale_order.x_fc_final_application_filename - - if sale_order.x_fc_xml_file: - vals['xml_file'] = sale_order.x_fc_xml_file - vals['xml_filename'] = sale_order.x_fc_xml_filename - - record = self.create(vals) - - # Post to chatter - sale_order.message_post( - body=Markup( - '
'
- ''
- f'
'
- + (f'
'
- ),
- message_type='notification',
- subtype_xmlid='mail.mt_note',
- )
-
- return record
-
- def update_result(self, result, rejection_reason=None, rejection_details=None):
- """Update the result of a submission.
-
- Args:
- result: 'accepted', 'rejected', 'approved', or 'denied'
- rejection_reason: Selection value for rejection reason
- rejection_details: Text details for rejection
- """
- self.ensure_one()
-
- vals = {
- 'result': result,
- 'result_date': fields.Date.today(),
- }
-
- if result == 'rejected':
- vals['rejection_reason'] = rejection_reason
- vals['rejection_details'] = rejection_details
-
- self.write(vals)
-
- return self
diff --git a/fusion_claims/fusion_claims/models/technician_location.py b/fusion_claims/fusion_claims/models/technician_location.py
deleted file mode 100644
index c680fb2..0000000
--- a/fusion_claims/fusion_claims/models/technician_location.py
+++ /dev/null
@@ -1,116 +0,0 @@
-# -*- coding: utf-8 -*-
-# Copyright 2024-2026 Nexa Systems Inc.
-# License OPL-1 (Odoo Proprietary License v1.0)
-
-"""
-Fusion Technician Location
-GPS location logging for field technicians.
-"""
-
-from odoo import models, fields, api, _
-import logging
-
-_logger = logging.getLogger(__name__)
-
-
-class FusionTechnicianLocation(models.Model):
- _name = 'fusion.technician.location'
- _description = 'Technician Location Log'
- _order = 'logged_at desc'
-
- user_id = fields.Many2one(
- 'res.users',
- string='Technician',
- required=True,
- index=True,
- ondelete='cascade',
- )
- latitude = fields.Float(
- string='Latitude',
- digits=(10, 7),
- required=True,
- )
- longitude = fields.Float(
- string='Longitude',
- digits=(10, 7),
- required=True,
- )
- accuracy = fields.Float(
- string='Accuracy (m)',
- help='GPS accuracy in meters',
- )
- logged_at = fields.Datetime(
- string='Logged At',
- default=fields.Datetime.now,
- required=True,
- index=True,
- )
- source = fields.Selection([
- ('portal', 'Portal'),
- ('app', 'Mobile App'),
- ], string='Source', default='portal')
-
- @api.model
- def log_location(self, latitude, longitude, accuracy=None):
- """Log the current user's location. Called from portal JS."""
- return self.sudo().create({
- 'user_id': self.env.user.id,
- 'latitude': latitude,
- 'longitude': longitude,
- 'accuracy': accuracy or 0,
- 'source': 'portal',
- })
-
- @api.model
- def get_latest_locations(self):
- """Get the most recent location for each technician (for map view)."""
- self.env.cr.execute("""
- SELECT DISTINCT ON (user_id)
- user_id, latitude, longitude, accuracy, logged_at
- FROM fusion_technician_location
- WHERE logged_at > NOW() - INTERVAL '24 hours'
- ORDER BY user_id, logged_at DESC
- """)
- rows = self.env.cr.dictfetchall()
- result = []
- for row in rows:
- user = self.env['res.users'].sudo().browse(row['user_id'])
- result.append({
- 'user_id': row['user_id'],
- 'name': user.name,
- 'latitude': row['latitude'],
- 'longitude': row['longitude'],
- 'accuracy': row['accuracy'],
- 'logged_at': str(row['logged_at']),
- })
- return result
-
- @api.model
- def _cron_cleanup_old_locations(self):
- """Remove location logs based on configurable retention setting.
-
- Setting (fusion_claims.location_retention_days):
- - Empty / not set => keep 30 days (default)
- - "0" => delete at end of day (keep today only)
- - "1" .. "N" => keep for N days
- """
- ICP = self.env['ir.config_parameter'].sudo()
- raw = (ICP.get_param('fusion_claims.location_retention_days') or '').strip()
-
- if raw == '':
- retention_days = 30 # default: 1 month
- else:
- try:
- retention_days = max(int(raw), 0)
- except (ValueError, TypeError):
- retention_days = 30
-
- cutoff = fields.Datetime.subtract(fields.Datetime.now(), days=retention_days)
- old_records = self.search([('logged_at', '<', cutoff)])
- count = len(old_records)
- if count:
- old_records.unlink()
- _logger.info(
- "Cleaned up %d technician location records (retention=%d days)",
- count, retention_days,
- )
diff --git a/fusion_claims/fusion_claims/models/technician_task.py b/fusion_claims/fusion_claims/models/technician_task.py
deleted file mode 100644
index 442a42d..0000000
--- a/fusion_claims/fusion_claims/models/technician_task.py
+++ /dev/null
@@ -1,2307 +0,0 @@
-# -*- coding: utf-8 -*-
-# Copyright 2024-2026 Nexa Systems Inc.
-# License OPL-1 (Odoo Proprietary License v1.0)
-
-"""
-Fusion Technician Task
-Scheduling and task management for field technicians.
-Replaces Monday.com for technician schedule tracking.
-"""
-
-from odoo import models, fields, api, _
-from odoo.exceptions import UserError, ValidationError
-from odoo.osv import expression
-from markupsafe import Markup
-import logging
-import json
-import uuid
-import requests
-from datetime import datetime as dt_datetime, timedelta
-import urllib.parse
-
-_logger = logging.getLogger(__name__)
-
-
-class FusionTechnicianTask(models.Model):
- _name = 'fusion.technician.task'
- _description = 'Technician Task'
- _order = 'scheduled_date, sequence, time_start, id'
- _inherit = ['mail.thread', 'mail.activity.mixin']
- _rec_name = 'name'
-
- def _compute_display_name(self):
- """Richer display name: Client - Type | 9:00 AM - 10:00 AM."""
- type_labels = dict(self._fields['task_type'].selection)
- for task in self:
- client = task.x_fc_sync_client_name if task.x_fc_sync_source else (task.partner_id.name or '')
- ttype = type_labels.get(task.task_type, task.task_type or '')
- start = self._float_to_time_str(task.time_start)
- end = self._float_to_time_str(task.time_end)
- parts = [client, ttype]
- label = ' - '.join(p for p in parts if p)
- if start and end:
- label += f' | {start} - {end}'
- task.display_name = label or task.name
-
- # ------------------------------------------------------------------
- # STORE HOURS HELPER
- # ------------------------------------------------------------------
- def _get_store_hours(self):
- """Return (open_hour, close_hour) from settings. Defaults 9.0 / 18.0."""
- ICP = self.env['ir.config_parameter'].sudo()
- try:
- open_h = float(ICP.get_param('fusion_claims.store_open_hour', '9.0') or '9.0')
- except (ValueError, TypeError):
- open_h = 9.0
- try:
- close_h = float(ICP.get_param('fusion_claims.store_close_hour', '18.0') or '18.0')
- except (ValueError, TypeError):
- close_h = 18.0
- return (open_h, close_h)
-
- # ------------------------------------------------------------------
- # CORE FIELDS
- # ------------------------------------------------------------------
- name = fields.Char(
- string='Task Reference',
- required=True,
- copy=False,
- readonly=True,
- default=lambda self: _('New'),
- )
- active = fields.Boolean(default=True)
-
- # Cross-instance sync fields
- x_fc_sync_source = fields.Char(
- 'Source Instance', readonly=True, index=True,
- help='Origin instance ID if this is a synced shadow task (e.g. westin, mobility)',
- )
- x_fc_sync_remote_id = fields.Integer(
- 'Remote Task ID', readonly=True,
- help='ID of the task on the remote instance',
- )
- x_fc_sync_uuid = fields.Char(
- 'Sync UUID', readonly=True, index=True, copy=False,
- help='Unique ID for cross-instance deduplication',
- )
- x_fc_is_shadow = fields.Boolean(
- 'Shadow Task', compute='_compute_is_shadow', store=True,
- help='True if this task was synced from another instance',
- )
- x_fc_sync_client_name = fields.Char(
- 'Synced Client Name', readonly=True,
- help='Client name from the remote instance (shadow tasks only)',
- )
-
- x_fc_source_label = fields.Char(
- 'Source', compute='_compute_is_shadow', store=True,
- )
-
- @api.depends('x_fc_sync_source')
- def _compute_is_shadow(self):
- local_id = self.env['ir.config_parameter'].sudo().get_param(
- 'fusion_claims.sync_instance_id', '')
- for task in self:
- task.x_fc_is_shadow = bool(task.x_fc_sync_source)
- task.x_fc_source_label = task.x_fc_sync_source or local_id
-
- technician_id = fields.Many2one(
- 'res.users',
- string='Technician',
- required=True,
- tracking=True,
- domain="[('x_fc_is_field_staff', '=', True)]",
- help='Shows: users marked as Field Staff (technicians and sales reps)',
- )
- technician_name = fields.Char(
- related='technician_id.name',
- string='Technician Name',
- store=True,
- )
-
- sale_order_id = fields.Many2one(
- 'sale.order',
- string='Related Case',
- tracking=True,
- ondelete='restrict',
- help='Sale order / case linked to this task (required)',
- )
- sale_order_name = fields.Char(
- related='sale_order_id.name',
- string='Case Reference',
- store=True,
- )
-
- task_type = fields.Selection([
- ('delivery', 'Delivery'),
- ('repair', 'Repair'),
- ('pickup', 'Pickup'),
- ('troubleshoot', 'Troubleshooting'),
- ('assessment', 'Assessment'),
- ('installation', 'Installation'),
- ('maintenance', 'Maintenance'),
- ('other', 'Other'),
- ], string='Task Type', required=True, default='delivery', tracking=True)
-
- # ------------------------------------------------------------------
- # SCHEDULING
- # ------------------------------------------------------------------
- scheduled_date = fields.Date(
- string='Scheduled Date',
- required=True,
- tracking=True,
- default=fields.Date.context_today,
- index=True,
- )
- time_start = fields.Float(
- string='Start Time',
- help='Start time in hours (e.g. 9.5 = 9:30 AM)',
- default=9.0,
- )
- time_end = fields.Float(
- string='End Time',
- help='End time in hours (e.g. 10.5 = 10:30 AM)',
- default=10.0,
- )
- time_start_display = fields.Char(
- string='Start',
- compute='_compute_time_displays',
- )
- time_end_display = fields.Char(
- string='End',
- compute='_compute_time_displays',
- )
- # Legacy 12h selection fields -- kept for DB compatibility, hidden on form
- time_start_12h = fields.Selection(
- selection='_get_time_selection',
- string='Start Time (12h)',
- compute='_compute_time_12h',
- inverse='_inverse_time_start_12h',
- store=True,
- )
- time_end_12h = fields.Selection(
- selection='_get_time_selection',
- string='End Time (12h)',
- compute='_compute_time_12h',
- inverse='_inverse_time_end_12h',
- store=True,
- )
- sequence = fields.Integer(
- string='Sequence',
- default=10,
- help='Order of task within the day',
- )
- duration_hours = fields.Float(
- string='Duration',
- default=1.0,
- help='Task duration in hours. Auto-calculates end time.',
- )
-
- # Task type -> default duration mapping
- TASK_TYPE_DURATIONS = {
- 'delivery': 1.0,
- 'repair': 2.0,
- 'pickup': 0.5,
- 'troubleshoot': 1.5,
- 'assessment': 1.5,
- 'installation': 2.0,
- 'maintenance': 1.5,
- 'other': 1.0,
- }
-
- # Previous task travel warning banner
- prev_task_summary_html = fields.Html(
- string='Previous Task',
- compute='_compute_prev_task_summary',
- sanitize=False,
- )
-
- # Datetime fields for calendar view (computed from date + float time)
- datetime_start = fields.Datetime(
- string='Start',
- compute='_compute_datetimes',
- inverse='_inverse_datetime_start',
- store=True,
- help='Combined start datetime for calendar display',
- )
- datetime_end = fields.Datetime(
- string='End',
- compute='_compute_datetimes',
- inverse='_inverse_datetime_end',
- store=True,
- help='Combined end datetime for calendar display',
- )
-
- # Schedule info helper for the form
- schedule_info_html = fields.Html(
- string='Schedule Info',
- compute='_compute_schedule_info',
- sanitize=False,
- )
-
- # ------------------------------------------------------------------
- # STATUS
- # ------------------------------------------------------------------
- status = fields.Selection([
- ('scheduled', 'Scheduled'),
- ('en_route', 'En Route'),
- ('in_progress', 'In Progress'),
- ('completed', 'Completed'),
- ('cancelled', 'Cancelled'),
- ('rescheduled', 'Rescheduled'),
- ], string='Status', default='scheduled', required=True, tracking=True, index=True)
-
- priority = fields.Selection([
- ('0', 'Normal'),
- ('1', 'Urgent'),
- ('2', 'Emergency'),
- ], string='Priority', default='0')
-
- color = fields.Integer(
- string='Color Index',
- compute='_compute_color',
- )
-
- # ------------------------------------------------------------------
- # CLIENT / ADDRESS
- # ------------------------------------------------------------------
- partner_id = fields.Many2one(
- 'res.partner',
- string='Client',
- tracking=True,
- help='Client for this task',
- )
- partner_phone = fields.Char(
- related='partner_id.phone',
- string='Client Phone',
- )
-
- # Address fields - computed from shipping address or manually set
- address_partner_id = fields.Many2one(
- 'res.partner',
- string='Task Address',
- help='Partner record containing the task address (usually shipping address)',
- )
- address_street = fields.Char(string='Street')
- address_street2 = fields.Char(string='Unit/Suite #')
- address_city = fields.Char(string='City')
- address_state_id = fields.Many2one('res.country.state', string='Province')
- address_zip = fields.Char(string='Postal Code')
- address_buzz_code = fields.Char(string='Buzz Code', help='Building buzzer code for entry')
- address_display = fields.Text(
- string='Full Address',
- compute='_compute_address_display',
- )
-
- # Geocoding
- address_lat = fields.Float(string='Latitude', digits=(10, 7))
- address_lng = fields.Float(string='Longitude', digits=(10, 7))
-
- # ------------------------------------------------------------------
- # TASK DETAILS
- # ------------------------------------------------------------------
- description = fields.Text(
- string='Task Description',
- help='What needs to be done',
- )
- equipment_needed = fields.Text(
- string='Equipment / Materials Needed',
- help='Tools and materials the technician should bring',
- )
- pod_required = fields.Boolean(
- string='POD Required',
- default=False,
- help='Proof of Delivery signature required',
- )
-
- # ------------------------------------------------------------------
- # COMPLETION
- # ------------------------------------------------------------------
- completion_notes = fields.Html(
- string='Completion Notes',
- help='Notes from the technician about what was done',
- )
- completion_datetime = fields.Datetime(
- string='Completed At',
- tracking=True,
- )
- voice_note_audio = fields.Binary(
- string='Voice Recording',
- attachment=True,
- )
- voice_note_transcription = fields.Text(
- string='Voice Transcription',
- )
-
- # ------------------------------------------------------------------
- # TRAVEL
- # ------------------------------------------------------------------
- travel_time_minutes = fields.Integer(
- string='Travel Time (min)',
- help='Estimated travel time from previous task in minutes',
- )
- travel_distance_km = fields.Float(
- string='Travel Distance (km)',
- digits=(8, 1),
- )
- travel_origin = fields.Char(
- string='Travel From',
- help='Origin address for travel calculation',
- )
- previous_task_id = fields.Many2one(
- 'fusion.technician.task',
- string='Previous Task',
- help='The task before this one in the schedule (for travel calculation)',
- )
-
- # ------------------------------------------------------------------
- # PUSH NOTIFICATION TRACKING
- # ------------------------------------------------------------------
- push_notified = fields.Boolean(
- string='Push Notified',
- default=False,
- help='Whether a push notification was sent for this task',
- )
- push_notified_datetime = fields.Datetime(
- string='Notified At',
- )
-
- # ------------------------------------------------------------------
- # COMPUTED FIELDS
- # ------------------------------------------------------------------
-
- # ------------------------------------------------------------------
- # SLOT AVAILABILITY HELPERS
- # ------------------------------------------------------------------
-
- def _find_next_available_slot(self, tech_id, date, preferred_start=9.0,
- duration=1.0, exclude_task_id=False,
- dest_lat=0, dest_lng=0):
- """Find the next available time slot for a technician on a given date.
-
- Scans all non-cancelled tasks for that tech+date, sorts them, and
- walks through the day (9 AM - 6 PM) looking for a gap that fits
- the requested duration PLUS travel time from the previous task.
-
- :param tech_id: res.users id of the technician
- :param date: date object for the day to check
- :param preferred_start: float hour to start looking from (default 9.0)
- :param duration: required slot length in hours (default 1.0)
- :param exclude_task_id: task id to exclude (when editing an existing task)
- :param dest_lat: latitude of the destination (new task location)
- :param dest_lng: longitude of the destination (new task location)
- :returns: (start_float, end_float) or (False, False) if fully booked
- """
- STORE_OPEN, STORE_CLOSE = self._get_store_hours()
-
- if not tech_id or not date:
- return (preferred_start, preferred_start + duration)
-
- domain = [
- ('technician_id', '=', tech_id),
- ('scheduled_date', '=', date),
- ('status', 'not in', ['cancelled']),
- ]
- if exclude_task_id:
- domain.append(('id', '!=', exclude_task_id))
-
- booked = self.sudo().search(domain, order='time_start')
-
- # Build sorted list of (start, end, lat, lng) intervals
- intervals = []
- for b in booked:
- intervals.append((
- max(b.time_start, STORE_OPEN),
- min(b.time_end, STORE_CLOSE),
- b.address_lat or 0,
- b.address_lng or 0,
- ))
-
- def _travel_hours(from_lat, from_lng, to_lat, to_lng):
- """Calculate travel time in hours between two locations.
- Returns 0 if coordinates are missing. Rounds up to 15-min."""
- if not from_lat or not from_lng or not to_lat or not to_lng:
- return 0
- travel_min = self._quick_travel_time(
- from_lat, from_lng, to_lat, to_lng)
- if travel_min > 0:
- import math
- return math.ceil(travel_min / 15.0) * 0.25
- return 0
-
- def _travel_from_prev(iv_lat, iv_lng):
- """Travel from a previous booked task TO the new task."""
- return _travel_hours(iv_lat, iv_lng, dest_lat, dest_lng)
-
- def _travel_to_next(next_lat, next_lng):
- """Travel FROM the new task TO the next booked task."""
- return _travel_hours(dest_lat, dest_lng, next_lat, next_lng)
-
- def _check_gap_fits(cursor, dur, idx):
- """Check if a slot at 'cursor' for 'dur' hours fits before
- the interval at index 'idx' (accounting for travel TO that task)."""
- if idx >= len(intervals):
- return cursor + dur <= STORE_CLOSE
- next_start, _ne, next_lat, next_lng = intervals[idx]
- travel_fwd = _travel_to_next(next_lat, next_lng)
- return cursor + dur + travel_fwd <= next_start
-
- # Walk through gaps, starting from preferred_start
- cursor = max(preferred_start, STORE_OPEN)
-
- for i, (iv_start, iv_end, iv_lat, iv_lng) in enumerate(intervals):
- if cursor + duration <= iv_start:
- # Check travel time from new task end TO next booked task
- if _check_gap_fits(cursor, duration, i):
- return (cursor, cursor + duration)
- # Not enough travel time -- try pushing start earlier or skip
- # If we can't fit here, fall through to jump past this interval
- # Jump past this booked interval + travel buffer from prev to new
- new_cursor = max(cursor, iv_end)
- travel = _travel_from_prev(iv_lat, iv_lng)
- new_cursor += travel
- # Snap to nearest 15 min
- new_cursor = round(new_cursor * 4) / 4
- cursor = new_cursor
-
- # Check gap after last interval (no next task, so no forward travel needed)
- if cursor + duration <= STORE_CLOSE:
- return (cursor, cursor + duration)
-
- # No gap found from preferred_start onward -- wrap and try from start
- if preferred_start > STORE_OPEN:
- cursor = STORE_OPEN
- for i, (iv_start, iv_end, iv_lat, iv_lng) in enumerate(intervals):
- if cursor + duration <= iv_start:
- if _check_gap_fits(cursor, duration, i):
- return (cursor, cursor + duration)
- new_cursor = max(cursor, iv_end)
- travel = _travel_from_prev(iv_lat, iv_lng)
- new_cursor += travel
- new_cursor = round(new_cursor * 4) / 4
- cursor = new_cursor
- if cursor + duration <= STORE_CLOSE:
- return (cursor, cursor + duration)
-
- return (False, False)
-
- def _get_available_gaps(self, tech_id, date, exclude_task_id=False):
- """Return a list of available (start, end) gaps for a technician on a date.
-
- Used by schedule_info_html to show green "available" badges.
- """
- STORE_OPEN, STORE_CLOSE = self._get_store_hours()
-
- if not tech_id or not date:
- return [(STORE_OPEN, STORE_CLOSE)]
-
- domain = [
- ('technician_id', '=', tech_id),
- ('scheduled_date', '=', date),
- ('status', 'not in', ['cancelled']),
- ]
- if exclude_task_id:
- domain.append(('id', '!=', exclude_task_id))
-
- booked = self.sudo().search(domain, order='time_start')
- intervals = [(max(b.time_start, STORE_OPEN), min(b.time_end, STORE_CLOSE))
- for b in booked]
-
- gaps = []
- cursor = STORE_OPEN
- for iv_start, iv_end in intervals:
- if cursor < iv_start:
- gaps.append((cursor, iv_start))
- cursor = max(cursor, iv_end)
- if cursor < STORE_CLOSE:
- gaps.append((cursor, STORE_CLOSE))
- return gaps
-
- @api.model
- def _get_time_selection(self):
- """Generate 12-hour time slots every 15 minutes, store hours only (9 AM - 6 PM)."""
- times = []
- for hour in range(9, 18): # 9 AM to 5:45 PM
- for minute in (0, 15, 30, 45):
- float_val = hour + minute / 60.0
- key = f'{float_val:.2f}'
- period = 'AM' if hour < 12 else 'PM'
- display_hour = hour % 12 or 12
- label = f'{display_hour}:{minute:02d} {period}'
- times.append((key, label))
- # Add 6:00 PM as end-time option
- times.append(('18.00', '6:00 PM'))
- return times
-
- @api.depends('time_start', 'time_end')
- def _compute_time_12h(self):
- """Sync the 12h selection fields from the raw float values."""
- for task in self:
- task.time_start_12h = f'{(task.time_start or 9.0):.2f}'
- task.time_end_12h = f'{(task.time_end or 10.0):.2f}'
-
- def _inverse_time_start_12h(self):
- for task in self:
- if task.time_start_12h:
- task.time_start = float(task.time_start_12h)
-
- def _inverse_time_end_12h(self):
- for task in self:
- if task.time_end_12h:
- task.time_end = float(task.time_end_12h)
-
- @api.depends('time_start', 'time_end')
- def _compute_time_displays(self):
- """Convert float hours to readable time strings."""
- for task in self:
- task.time_start_display = self._float_to_time_str(task.time_start)
- task.time_end_display = self._float_to_time_str(task.time_end)
-
- @api.onchange('task_type')
- def _onchange_task_type_duration(self):
- """Set default duration based on task type."""
- if self.task_type:
- self.duration_hours = self.TASK_TYPE_DURATIONS.get(self.task_type, 1.0)
- # Also recalculate end time
- if self.time_start:
- _open, close = self._get_store_hours()
- self.time_end = min(self.time_start + self.duration_hours, close)
-
- @api.onchange('time_start', 'duration_hours')
- def _onchange_compute_end_time(self):
- """Auto-compute end time from start + duration. Also run overlap check."""
- if self.time_start and self.duration_hours:
- _open, close = self._get_store_hours()
- new_end = min(self.time_start + self.duration_hours, close)
- self.time_end = new_end
- # Run overlap snap if we have enough data
- if self.technician_id and self.scheduled_date and self.time_start and self.time_end:
- result = self._snap_if_overlap()
- if result:
- return result
-
- @api.depends('scheduled_date', 'time_start', 'time_end')
- def _compute_datetimes(self):
- """Combine date + float time into proper Datetime fields for calendar.
- time_start/time_end are LOCAL hours; datetime_start/end must be UTC for Odoo."""
- import pytz
- user_tz = pytz.timezone(self.env.user.tz or 'UTC')
- for task in self:
- if task.scheduled_date:
- # Build local datetime, then convert to UTC
- base = dt_datetime.combine(task.scheduled_date, dt_datetime.min.time())
- store_open, _close = task._get_store_hours()
- local_start = user_tz.localize(base + timedelta(hours=task.time_start or store_open))
- local_end = user_tz.localize(base + timedelta(hours=task.time_end or (store_open + 1.0)))
- task.datetime_start = local_start.astimezone(pytz.utc).replace(tzinfo=None)
- task.datetime_end = local_end.astimezone(pytz.utc).replace(tzinfo=None)
- else:
- task.datetime_start = False
- task.datetime_end = False
-
- def _inverse_datetime_start(self):
- """When datetime_start is changed (e.g. from calendar drag), update date + time."""
- import pytz
- user_tz = pytz.timezone(self.env.user.tz or 'UTC')
- for task in self:
- if task.datetime_start:
- local_dt = pytz.utc.localize(task.datetime_start).astimezone(user_tz)
- task.scheduled_date = local_dt.date()
- task.time_start = local_dt.hour + local_dt.minute / 60.0
-
- def _inverse_datetime_end(self):
- """When datetime_end is changed (e.g. from calendar resize), update time_end."""
- import pytz
- user_tz = pytz.timezone(self.env.user.tz or 'UTC')
- for task in self:
- if task.datetime_end:
- local_dt = pytz.utc.localize(task.datetime_end).astimezone(user_tz)
- task.time_end = local_dt.hour + local_dt.minute / 60.0
-
- @api.depends('technician_id', 'scheduled_date')
- def _compute_schedule_info(self):
- """Show booked + available time slots for the technician on the selected date."""
- for task in self:
- if not task.technician_id or not task.scheduled_date:
- task.schedule_info_html = ''
- continue
-
- exclude_id = task.id if task.id else 0
- # Find other tasks for the same technician+date
- others = self.sudo().search([
- ('technician_id', '=', task.technician_id.id),
- ('scheduled_date', '=', task.scheduled_date),
- ('status', 'not in', ['cancelled']),
- ('id', '!=', exclude_id),
- ], order='time_start')
-
- if not others:
- s_open, s_close = self._get_store_hours()
- open_str = self._float_to_time_str(s_open)
- close_str = self._float_to_time_str(s_close)
- task.schedule_info_html = Markup(
- f'' - f' Submission #{submission_number} Recorded
' - '| Type: | {dict(self._fields["submission_type"].selection).get(submission_type)} |
| Date: | {fields.Date.today().strftime("%B %d, %Y")} |
| By: | {self.env.user.name} |
Corrections: {correction_notes}
' if correction_notes else '') + - ''
- f' All slots available ({open_str} - {close_str})
'
- )
- continue
-
- # Booked badges
- booked_lines = []
- for o in others:
- start_str = self._float_to_time_str(o.time_start)
- end_str = self._float_to_time_str(o.time_end)
- type_label = dict(self._fields['task_type'].selection).get(o.task_type, o.task_type)
- client_name = o.partner_id.name or ''
- booked_lines.append(
- f''
- f'{start_str} - {end_str} ({type_label}{" - " + client_name if client_name else ""})'
- f''
- )
-
- # Available gaps badges
- gaps = self._get_available_gaps(
- task.technician_id.id, task.scheduled_date,
- exclude_task_id=exclude_id,
- )
- avail_lines = []
- for g_start, g_end in gaps:
- # Only show gaps >= 15 min
- if g_end - g_start >= 0.25:
- avail_lines.append(
- f''
- f'{self._float_to_time_str(g_start)} - {self._float_to_time_str(g_end)}'
- f''
- )
-
- html_parts = [
- '',
- ' Booked: ',
- ' '.join(booked_lines),
- ]
- if avail_lines:
- html_parts.append(
- '
' - 'Available: ' - + ' '.join(avail_lines) - ) - elif not avail_lines: - html_parts.append( - '
' - 'Fully booked' - ) - html_parts.append('
')
-
- task.schedule_info_html = Markup(''.join(html_parts))
-
- @api.depends('technician_id', 'scheduled_date', 'time_start',
- 'address_lat', 'address_lng', 'address_street')
- def _compute_prev_task_summary(self):
- """Show previous task info + travel time warning with color coding."""
- for task in self:
- if not task.technician_id or not task.scheduled_date:
- task.prev_task_summary_html = ''
- continue
-
- exclude_id = task.id if task.id else 0
- # Find the task that ends just before this one starts
- prev_tasks = self.sudo().search([
- ('technician_id', '=', task.technician_id.id),
- ('scheduled_date', '=', task.scheduled_date),
- ('status', 'not in', ['cancelled']),
- ('id', '!=', exclude_id),
- ('time_end', '<=', task.time_start or 99.0),
- ], order='time_end desc', limit=1)
-
- if not prev_tasks:
- # Check if this is the first task of the day -- show start location info
- task.prev_task_summary_html = Markup(
- '' - 'Available: ' - + ' '.join(avail_lines) - ) - elif not avail_lines: - html_parts.append( - '
' - 'Fully booked' - ) - html_parts.append('
'
- ' First task of the day -- '
- 'travel calculated from start location.
'
- )
- continue
-
- prev = prev_tasks[0]
- prev_start = self._float_to_time_str(prev.time_start)
- prev_end = self._float_to_time_str(prev.time_end)
- type_label = dict(self._fields['task_type'].selection).get(
- prev.task_type, prev.task_type or '')
- client_name = prev.partner_id.name or ''
- prev_addr = prev.address_display or 'No address'
-
- # Calculate gap between prev task end and this task start
- s_open, _s_close = self._get_store_hours()
- gap_hours = (task.time_start or s_open) - (prev.time_end or s_open)
- gap_minutes = int(gap_hours * 60)
-
- # Try to get travel time if both have coordinates
- travel_minutes = 0
- travel_text = ''
- if (prev.address_lat and prev.address_lng and
- task.address_lat and task.address_lng):
- travel_minutes = self._quick_travel_time(
- prev.address_lat, prev.address_lng,
- task.address_lat, task.address_lng,
- )
- if travel_minutes > 0:
- travel_text = f'{travel_minutes} min drive'
- else:
- travel_text = 'Could not calculate travel time'
- elif prev.address_street and task.address_street:
- travel_text = 'Save to calculate travel time'
- else:
- travel_text = 'Address missing -- cannot calculate travel'
-
- # Determine color coding
- if travel_minutes > 0 and gap_minutes >= travel_minutes:
- bg_class = 'alert-success' # Green -- enough time
- icon = 'fa-check-circle'
- status_text = (
- f'{gap_minutes} min gap -- enough travel time '
- f'(~{travel_minutes} min drive)'
- )
- elif travel_minutes > 0 and gap_minutes > 0:
- bg_class = 'alert-warning' # Yellow -- tight
- icon = 'fa-exclamation-triangle'
- status_text = (
- f'{gap_minutes} min gap -- tight! '
- f'Travel is ~{travel_minutes} min drive'
- )
- elif travel_minutes > 0 and gap_minutes <= 0:
- bg_class = 'alert-danger' # Red -- impossible
- icon = 'fa-times-circle'
- status_text = (
- f'No gap! Previous task ends at {prev_end}. '
- f'Travel is ~{travel_minutes} min drive'
- )
- else:
- bg_class = 'alert-info' # Blue -- no travel data yet
- icon = 'fa-info-circle'
- status_text = travel_text
-
- html = (
- f''
- f' '
- f'Previous: {prev.name} '
- f'({type_label}) {prev_start} - {prev_end}'
- f'{" -- " + client_name if client_name else ""}'
- f'
' - f' {prev_addr}' - f'
' - f' {status_text}' - f'
'
- )
- task.prev_task_summary_html = Markup(html)
-
- def _quick_travel_time(self, from_lat, from_lng, to_lat, to_lng):
- """Quick inline travel time calculation using Google Distance Matrix API.
- Returns travel time in minutes, or 0 if unavailable."""
- try:
- api_key = self.env['ir.config_parameter'].sudo().get_param(
- 'fusion_claims.google_maps_api_key', '')
- if not api_key:
- return 0
-
- url = 'https://maps.googleapis.com/maps/api/distancematrix/json'
- params = {
- 'origins': f'{from_lat},{from_lng}',
- 'destinations': f'{to_lat},{to_lng}',
- 'mode': 'driving',
- 'avoid': 'tolls',
- 'departure_time': 'now',
- 'key': api_key,
- }
- resp = requests.get(url, params=params, timeout=5)
- data = resp.json()
- if data.get('status') == 'OK':
- elements = data['rows'][0]['elements'][0]
- if elements.get('status') == 'OK':
- # Use duration_in_traffic if available, else duration
- duration = elements.get(
- 'duration_in_traffic', elements.get('duration', {}))
- seconds = duration.get('value', 0)
- return max(1, int(seconds / 60))
- except Exception:
- _logger.warning('Failed to calculate travel time', exc_info=True)
- return 0
-
- @api.depends('status')
- def _compute_color(self):
- color_map = {
- 'scheduled': 0, # grey
- 'en_route': 4, # blue
- 'in_progress': 2, # orange
- 'completed': 10, # green
- 'cancelled': 1, # red
- 'rescheduled': 3, # yellow
- }
- for task in self:
- task.color = color_map.get(task.status, 0)
-
- @api.depends('address_street', 'address_street2', 'address_city',
- 'address_state_id', 'address_zip')
- def _compute_address_display(self):
- for task in self:
- street = task.address_street or ''
- # If the street field already contains a full address (has a comma),
- # use it directly -- Google Places stores the formatted address here.
- if ',' in street and (
- (task.address_city and task.address_city in street) or
- (task.address_zip and task.address_zip in street)
- ):
- # Street already has full address; just append unit if separate
- if task.address_street2 and task.address_street2 not in street:
- task.address_display = f"{street}, {task.address_street2}"
- else:
- task.address_display = street
- else:
- # Build from components (manual entry or legacy data)
- parts = [
- street,
- task.address_street2,
- task.address_city,
- task.address_state_id.name if task.address_state_id else '',
- task.address_zip,
- ]
- task.address_display = ', '.join([p for p in parts if p])
-
- # ------------------------------------------------------------------
- # ONCHANGE - Auto-fill address from client
- # ------------------------------------------------------------------
-
- @api.onchange('partner_id')
- def _onchange_partner_id(self):
- """Auto-fill address fields from the selected client's address."""
- if self.partner_id:
- addr = self.partner_id
- self.address_partner_id = addr.id
- self.address_street = addr.street or ''
- self.address_street2 = addr.street2 or ''
- self.address_city = addr.city or ''
- self.address_state_id = addr.state_id.id if addr.state_id else False
- self.address_zip = addr.zip or ''
- self.address_lat = addr.x_fc_latitude if hasattr(addr, 'x_fc_latitude') and addr.x_fc_latitude else 0
- self.address_lng = addr.x_fc_longitude if hasattr(addr, 'x_fc_longitude') and addr.x_fc_longitude else 0
-
- @api.onchange('sale_order_id')
- def _onchange_sale_order_id(self):
- """Auto-fill client and address from the sale order's shipping address."""
- if self.sale_order_id:
- order = self.sale_order_id
- if not self.partner_id:
- self.partner_id = order.partner_id
- # Use shipping address if different
- addr = order.partner_shipping_id or order.partner_id
- self.address_partner_id = addr.id
- self.address_street = addr.street or ''
- self.address_street2 = addr.street2 or ''
- self.address_city = addr.city or ''
- self.address_state_id = addr.state_id.id if addr.state_id else False
- self.address_zip = addr.zip or ''
- self.address_lat = addr.x_fc_latitude if hasattr(addr, 'x_fc_latitude') and addr.x_fc_latitude else 0
- self.address_lng = addr.x_fc_longitude if hasattr(addr, 'x_fc_longitude') and addr.x_fc_longitude else 0
-
- # ------------------------------------------------------------------
- # CONSTRAINTS + VALIDATION
- # ------------------------------------------------------------------
-
- @api.constrains('technician_id', 'scheduled_date', 'time_start', 'time_end')
- def _check_no_overlap(self):
- """Prevent overlapping bookings for the same technician on the same date."""
- for task in self:
- if task.status == 'cancelled':
- continue
- if task.x_fc_sync_source:
- continue
- # Validate time range
- if task.time_start >= task.time_end:
- raise ValidationError(_("Start time must be before end time."))
- # Validate store hours
- s_open, s_close = self._get_store_hours()
- if task.time_start < s_open or task.time_end > s_close:
- open_str = self._float_to_time_str(s_open)
- close_str = self._float_to_time_str(s_close)
- raise ValidationError(_(
- "Tasks must be scheduled within store hours (%s - %s)."
- ) % (open_str, close_str))
- # Validate not in the past (only for new/scheduled local tasks)
- if task.status == 'scheduled' and task.scheduled_date and not task.x_fc_sync_source:
- today = fields.Date.context_today(self)
- if task.scheduled_date < today:
- raise ValidationError(_("Cannot schedule tasks in the past."))
- if task.scheduled_date == today:
- now = fields.Datetime.now()
- current_hour = now.hour + now.minute / 60.0
- if task.time_start < current_hour:
- pass # Allow editing existing tasks that started earlier today
- # Check overlap with other tasks
- overlapping = self.sudo().search([
- ('technician_id', '=', task.technician_id.id),
- ('scheduled_date', '=', task.scheduled_date),
- ('status', 'not in', ['cancelled']),
- ('id', '!=', task.id),
- ('time_start', '<', task.time_end),
- ('time_end', '>', task.time_start),
- ], limit=1)
- if overlapping:
- start_str = self._float_to_time_str(overlapping.time_start)
- end_str = self._float_to_time_str(overlapping.time_end)
- raise ValidationError(_(
- "Time slot overlaps with %(task)s (%(start)s - %(end)s). "
- "Please choose a different time.",
- task=overlapping.name,
- start=start_str,
- end=end_str,
- ))
-
- # Check travel time gap to the NEXT task on the same day
- next_task = self.sudo().search([
- ('technician_id', '=', task.technician_id.id),
- ('scheduled_date', '=', task.scheduled_date),
- ('status', 'not in', ['cancelled']),
- ('id', '!=', task.id),
- ('time_start', '>=', task.time_end),
- ], order='time_start', limit=1)
- if next_task and task.address_lat and task.address_lng and \
- next_task.address_lat and next_task.address_lng:
- travel_min = self._quick_travel_time(
- task.address_lat, task.address_lng,
- next_task.address_lat, next_task.address_lng,
- )
- if travel_min > 0:
- gap_min = int((next_task.time_start - task.time_end) * 60)
- if gap_min < travel_min:
- raise ValidationError(_(
- "Not enough travel time to the next task!\n\n"
- "This task ends at %(end)s, and %(next)s starts "
- "at %(next_start)s (%(gap)d min gap).\n"
- "Travel time is ~%(travel)d minutes.\n\n"
- "Please allow at least %(travel)d minutes between tasks.",
- end=self._float_to_time_str(task.time_end),
- next=next_task.name,
- next_start=self._float_to_time_str(next_task.time_start),
- gap=gap_min,
- travel=travel_min,
- ))
-
- # Check travel time gap FROM the PREVIOUS task on the same day
- prev_task = self.sudo().search([
- ('technician_id', '=', task.technician_id.id),
- ('scheduled_date', '=', task.scheduled_date),
- ('status', 'not in', ['cancelled']),
- ('id', '!=', task.id),
- ('time_end', '<=', task.time_start),
- ], order='time_end desc', limit=1)
- if prev_task and task.address_lat and task.address_lng and \
- prev_task.address_lat and prev_task.address_lng:
- travel_min = self._quick_travel_time(
- prev_task.address_lat, prev_task.address_lng,
- task.address_lat, task.address_lng,
- )
- if travel_min > 0:
- gap_min = int((task.time_start - prev_task.time_end) * 60)
- if gap_min < travel_min:
- raise ValidationError(_(
- "Not enough travel time from the previous task!\n\n"
- "%(prev)s ends at %(prev_end)s, and this task starts "
- "at %(start)s (%(gap)d min gap).\n"
- "Travel time is ~%(travel)d minutes.\n\n"
- "Please allow at least %(travel)d minutes between tasks.",
- prev=prev_task.name,
- prev_end=self._float_to_time_str(prev_task.time_end),
- start=self._float_to_time_str(task.time_start),
- gap=gap_min,
- travel=travel_min,
- ))
-
- @api.onchange('technician_id', 'scheduled_date')
- def _onchange_technician_date_autoset(self):
- """Auto-set start/end time to the first available slot when tech+date change."""
- if not self.technician_id or not self.scheduled_date:
- return
- exclude_id = self._origin.id if self._origin else False
- duration = self.duration_hours or 1.0
- s_open, _s_close = self._get_store_hours()
- preferred = self.time_start or s_open
- start, end = self._find_next_available_slot(
- self.technician_id.id,
- self.scheduled_date,
- preferred_start=preferred,
- duration=duration,
- exclude_task_id=exclude_id,
- dest_lat=self.address_lat or 0,
- dest_lng=self.address_lng or 0,
- )
- if start is not False:
- self.time_start = start
- self.time_end = end
- self.duration_hours = end - start
- else:
- return {'warning': {
- 'title': _('Fully Booked'),
- 'message': _(
- '%s is fully booked on %s. No available slots.'
- ) % (self.technician_id.name,
- self.scheduled_date.strftime('%B %d, %Y')),
- }}
-
- def _snap_if_overlap(self):
- """Check if current time_start/time_end overlaps with another task.
- If so, auto-snap to the next available slot and return a warning dict."""
- if not self.technician_id or not self.scheduled_date or not self.time_start:
- return None
- exclude_id = self._origin.id if self._origin else 0
- duration = max(self.duration_hours or 1.0, 0.25)
-
- overlapping = self.sudo().search([
- ('technician_id', '=', self.technician_id.id),
- ('scheduled_date', '=', self.scheduled_date),
- ('status', 'not in', ['cancelled']),
- ('id', '!=', exclude_id),
- ('time_start', '<', self.time_end),
- ('time_end', '>', self.time_start),
- ], limit=1)
- if overlapping:
- conflict_name = overlapping.name
- conflict_start = self._float_to_time_str(overlapping.time_start)
- conflict_end = self._float_to_time_str(overlapping.time_end)
- start, end = self._find_next_available_slot(
- self.technician_id.id,
- self.scheduled_date,
- preferred_start=self.time_start,
- duration=duration,
- exclude_task_id=exclude_id,
- dest_lat=self.address_lat or 0,
- dest_lng=self.address_lng or 0,
- )
- if start is not False:
- new_start_str = self._float_to_time_str(start)
- new_end_str = self._float_to_time_str(end)
- self.time_start = start
- self.time_end = end
- self.duration_hours = end - start
- return {'warning': {
- 'title': _('Moved to Available Slot'),
- 'message': _(
- 'The selected time conflicts with %s (%s - %s).\n'
- 'Automatically moved to: %s - %s.'
- ) % (conflict_name, conflict_start, conflict_end,
- new_start_str, new_end_str),
- }}
- else:
- return {'warning': {
- 'title': _('No Available Slots'),
- 'message': _(
- 'The selected time conflicts with %s (%s - %s) '
- 'and no other slots are available on this day.'
- ) % (conflict_name, conflict_start, conflict_end),
- }}
- return None
-
- # ------------------------------------------------------------------
- # DEFAULT_GET - Calendar pre-fill
- # ------------------------------------------------------------------
-
- def _snap_to_quarter(self, hour_float):
- """Round a float hour to the nearest 15-minute slot and clamp to store hours."""
- s_open, s_close = self._get_store_hours()
- snapped = round(hour_float * 4) / 4
- return max(s_open, min(s_close, snapped))
-
- @api.model
- def default_get(self, fields_list):
- """Handle calendar time range selection: pre-fill date + times from context."""
- res = super().default_get(fields_list)
- ctx = self.env.context
-
- # Set duration default based on task type from context
- task_type = ctx.get('default_task_type', res.get('task_type', 'delivery'))
- if 'duration_hours' not in res or not res.get('duration_hours'):
- res['duration_hours'] = self.TASK_TYPE_DURATIONS.get(task_type, 1.0)
-
- # When user clicks a time range on the calendar, Odoo passes
- # default_datetime_start/end in UTC
- dt_start_utc = None
- dt_end_utc = None
- if ctx.get('default_datetime_start'):
- try:
- dt_start_utc = fields.Datetime.from_string(ctx['default_datetime_start'])
- except (ValueError, TypeError):
- pass
- if ctx.get('default_datetime_end'):
- try:
- dt_end_utc = fields.Datetime.from_string(ctx['default_datetime_end'])
- except (ValueError, TypeError):
- pass
-
- if dt_start_utc or dt_end_utc:
- import pytz
- user_tz = pytz.timezone(self.env.user.tz or 'UTC')
-
- if dt_start_utc:
- dt_start_local = pytz.utc.localize(dt_start_utc).astimezone(user_tz)
- res['scheduled_date'] = dt_start_local.date()
- start_float = self._snap_to_quarter(
- dt_start_local.hour + dt_start_local.minute / 60.0)
- res['time_start'] = start_float
-
- if dt_end_utc:
- dt_end_local = pytz.utc.localize(dt_end_utc).astimezone(user_tz)
- end_float = self._snap_to_quarter(
- dt_end_local.hour + dt_end_local.minute / 60.0)
- if 'time_start' in res and end_float <= res['time_start']:
- end_float = res['time_start'] + 1.0
- res['time_end'] = end_float
- # Compute duration from the calendar drag
- if 'time_start' in res:
- res['duration_hours'] = end_float - res['time_start']
-
- # Always compute end from start + duration if not already set
- if 'time_end' not in res and 'time_start' in res and 'duration_hours' in res:
- _open, close = self._get_store_hours()
- res['time_end'] = min(
- res['time_start'] + res['duration_hours'], close)
-
- return res
-
- # ------------------------------------------------------------------
- # CRUD OVERRIDES
- # ------------------------------------------------------------------
-
- @api.model_create_multi
- def create(self, vals_list):
- for vals in vals_list:
- if vals.get('name', _('New')) == _('New'):
- vals['name'] = self.env['ir.sequence'].next_by_code('fusion.technician.task') or _('New')
- if not vals.get('x_fc_sync_uuid') and not vals.get('x_fc_sync_source'):
- vals['x_fc_sync_uuid'] = str(uuid.uuid4())
- # Auto-populate address from sale order if not provided
- if vals.get('sale_order_id') and not vals.get('address_street'):
- order = self.env['sale.order'].browse(vals['sale_order_id'])
- addr = order.partner_shipping_id or order.partner_id
- if addr:
- self._fill_address_vals(vals, addr)
- if not vals.get('partner_id'):
- vals['partner_id'] = order.partner_id.id
- # Auto-populate address from partner if sale order not set
- elif vals.get('partner_id') and not vals.get('address_street'):
- partner = self.env['res.partner'].browse(vals['partner_id'])
- if partner.street:
- self._fill_address_vals(vals, partner)
- records = super().create(vals_list)
- # Post creation notice to linked sale order chatter
- for rec in records:
- rec._post_task_created_to_sale_order()
- # If created from "Ready for Delivery" flow, mark the sale order
- if self.env.context.get('mark_ready_for_delivery'):
- records._mark_sale_order_ready_for_delivery()
- if self.env.context.get('mark_odsp_ready_for_delivery'):
- for rec in records:
- order = rec.sale_order_id
- if order and order.x_fc_is_odsp_sale and order._get_odsp_status() != 'ready_delivery':
- order._odsp_advance_status('ready_delivery',
- "Order is ready for delivery. Delivery task scheduled.")
- # Auto-calculate travel times for the full day chain
- if not self.env.context.get('skip_travel_recalc'):
- records._recalculate_day_travel_chains()
- # Send "Appointment Scheduled" email
- for rec in records:
- rec._send_task_scheduled_email()
- # Push new local tasks to remote instances
- local_records = records.filtered(lambda r: not r.x_fc_sync_source)
- if local_records and not self.env.context.get('skip_task_sync'):
- self.env['fusion.task.sync.config']._push_tasks(local_records, 'create')
- return records
-
- def write(self, vals):
- if self.env.context.get('skip_travel_recalc'):
- return super().write(vals)
-
- # Safety: ensure time_end is consistent when start/duration change
- # but time_end wasn't sent (readonly field in view may not save)
- if ('time_start' in vals or 'duration_hours' in vals) and 'time_end' not in vals:
- _open, close = self._get_store_hours()
- start = vals.get('time_start', self[:1].time_start if len(self) == 1 else 9.0)
- dur = vals.get('duration_hours', self[:1].duration_hours if len(self) == 1 else 1.0) or 1.0
- vals['time_end'] = min(start + dur, close)
-
- # Detect reschedule mode: capture old values BEFORE write
- reschedule_mode = self.env.context.get('reschedule_mode')
- old_schedule = {}
- schedule_fields = {'scheduled_date', 'time_start', 'time_end',
- 'duration_hours', 'technician_id'}
- schedule_changed = schedule_fields & set(vals.keys())
- if reschedule_mode and schedule_changed:
- for task in self:
- old_schedule[task.id] = {
- 'date': task.scheduled_date,
- 'time_start': task.time_start,
- 'time_end': task.time_end,
- }
-
- # Capture old tech+date combos BEFORE write for travel recalc
- travel_fields = {'address_street', 'address_city', 'address_zip', 'address_lat', 'address_lng',
- 'scheduled_date', 'sequence', 'time_start', 'technician_id'}
- needs_travel_recalc = travel_fields & set(vals.keys())
- old_combos = set()
- if needs_travel_recalc:
- old_combos = {(t.technician_id.id, t.scheduled_date) for t in self}
- res = super().write(vals)
- if needs_travel_recalc:
- new_combos = {(t.technician_id.id, t.scheduled_date) for t in self}
- all_combos = old_combos | new_combos
- self._recalculate_combos_travel(all_combos)
-
- # After write: send reschedule email if schedule actually changed
- if reschedule_mode and old_schedule:
- for task in self:
- old = old_schedule.get(task.id, {})
- if old and (
- old['date'] != task.scheduled_date
- or abs(old['time_start'] - task.time_start) > 0.01
- or abs(old['time_end'] - task.time_end) > 0.01
- ):
- task._post_status_message('rescheduled')
- task._send_task_rescheduled_email(
- old_date=old['date'],
- old_start=old['time_start'],
- old_end=old['time_end'],
- )
- # Push updates to remote instances for local tasks
- sync_fields = {'technician_id', 'scheduled_date', 'time_start', 'time_end',
- 'duration_hours', 'status', 'task_type', 'address_street',
- 'address_city', 'address_zip', 'address_lat', 'address_lng',
- 'partner_id'}
- if sync_fields & set(vals.keys()) and not self.env.context.get('skip_task_sync'):
- local_records = self.filtered(lambda r: not r.x_fc_sync_source)
- if local_records:
- self.env['fusion.task.sync.config']._push_tasks(local_records, 'write')
- return res
-
- @api.model
- def _fill_address_vals(self, vals, partner):
- """Helper to fill address vals dict from a partner record."""
- vals.update({
- 'address_partner_id': partner.id,
- 'address_street': partner.street or '',
- 'address_street2': partner.street2 or '',
- 'address_city': partner.city or '',
- 'address_state_id': partner.state_id.id if partner.state_id else False,
- 'address_zip': partner.zip or '',
- 'address_lat': partner.x_fc_latitude if hasattr(partner, 'x_fc_latitude') else 0,
- 'address_lng': partner.x_fc_longitude if hasattr(partner, 'x_fc_longitude') else 0,
- })
-
- def _post_task_created_to_sale_order(self):
- """Post a brief task creation notice to the linked sale order's chatter."""
- self.ensure_one()
- if not self.sale_order_id:
- return
- task_type_label = dict(self._fields['task_type'].selection).get(self.task_type, self.task_type)
- date_str = self.scheduled_date.strftime('%B %d, %Y') if self.scheduled_date else 'TBD'
- time_str = self._float_to_time_str(self.time_start)
- task_url = f'/web#id={self.id}&model=fusion.technician.task&view_type=form'
- body = Markup(
- f'' - f' {prev_addr}' - f'
' - f' {status_text}' - f'
'
- f' Technician Task Scheduled
' - f'{self.name} ({task_type_label}) - {date_str} at {time_str}
' - f'Technician: {self.technician_id.name}
' - f'View Task' - f'
'
- )
- self.sale_order_id.message_post(
- body=body, message_type='notification', subtype_xmlid='mail.mt_note',
- )
-
- def _mark_sale_order_ready_for_delivery(self):
- """Mark linked sale orders as Ready for Delivery.
-
- Called when a delivery task is created from the "Ready for Delivery"
- button on the sale order. This replaces the old wizard workflow.
- """
- for task in self:
- order = task.sale_order_id
- if not order:
- continue
- # Only update if not already marked
- if order.x_fc_adp_application_status == 'ready_delivery':
- continue
-
- user_name = self.env.user.name
- tech_name = task.technician_id.name or ''
-
- # Save current status so we can revert if task is cancelled
- previous_status = order.x_fc_adp_application_status
-
- # Update the sale order status and delivery fields
- order.with_context(skip_status_validation=True).write({
- 'x_fc_adp_application_status': 'ready_delivery',
- 'x_fc_status_before_delivery': previous_status,
- 'x_fc_delivery_technician_ids': [(4, task.technician_id.id)],
- 'x_fc_ready_for_delivery_date': fields.Datetime.now(),
- 'x_fc_scheduled_delivery_datetime': task.datetime_start,
- })
-
- # Post chatter message
- early_badge = ''
- if order.x_fc_early_delivery:
- early_badge = ' Early Delivery'
-
- scheduled_str = ''
- if task.scheduled_date:
- time_str = task._float_to_time_str(task.time_start) if task.time_start else ''
- date_str = task.scheduled_date.strftime('%B %d, %Y')
- scheduled_str = f'' - f'{self.name} ({task_type_label}) - {date_str} at {time_str}
' - f'Technician: {self.technician_id.name}
' - f'View Task' - f'
Delivery Notes: {task.description}
' - - chatter_body = Markup( - f''
- f'
'
- )
- order.message_post(
- body=chatter_body,
- message_type='notification',
- subtype_xmlid='mail.mt_note',
- )
-
- # Send email notifications
- try:
- order._send_ready_for_delivery_email(
- technicians=task.technician_id,
- scheduled_datetime=task.datetime_start,
- notes=task.description,
- )
- except Exception as e:
- _logger.warning("Ready for delivery email failed for %s: %s", order.name, e)
-
- def _recalculate_day_travel_chains(self):
- """Recalculate travel for all tech+date combos affected by these tasks."""
- combos = {(t.technician_id.id, t.scheduled_date) for t in self if t.technician_id and t.scheduled_date}
- self._recalculate_combos_travel(combos)
-
- def _get_technician_start_address(self, tech_id):
- """Get the start address for a technician.
-
- Priority:
- 1. Technician's personal x_fc_start_address (if set)
- 2. Company default HQ address (fusion_claims.technician_start_address)
- Returns the address string or ''.
- """
- tech_user = self.env['res.users'].sudo().browse(tech_id)
- if tech_user.exists() and tech_user.x_fc_start_address:
- return tech_user.x_fc_start_address.strip()
- # Fallback to company default
- return (self.env['ir.config_parameter'].sudo()
- .get_param('fusion_claims.technician_start_address', '') or '').strip()
-
- def _geocode_address_string(self, address, api_key):
- """Geocode an address string and return (lat, lng) or (0.0, 0.0)."""
- if not address or not api_key:
- return 0.0, 0.0
- try:
- url = 'https://maps.googleapis.com/maps/api/geocode/json'
- params = {'address': address, 'key': api_key, 'region': 'ca'}
- resp = requests.get(url, params=params, timeout=10)
- data = resp.json()
- if data.get('status') == 'OK' and data.get('results'):
- loc = data['results'][0]['geometry']['location']
- return loc['lat'], loc['lng']
- except Exception as e:
- _logger.warning("Address geocoding failed for '%s': %s", address, e)
- return 0.0, 0.0
-
- def _recalculate_combos_travel(self, combos):
- """Recalculate travel for a set of (tech_id, date) combinations."""
- ICP = self.env['ir.config_parameter'].sudo()
- enabled = ICP.get_param('fusion_claims.google_distance_matrix_enabled', False)
- if not enabled:
- return
- api_key = self._get_google_maps_api_key()
-
- # Cache geocoded start addresses per technician to avoid repeated API calls
- start_coords_cache = {}
-
- for tech_id, date in combos:
- if not tech_id or not date:
- continue
- all_day_tasks = self.sudo().search([
- ('technician_id', '=', tech_id),
- ('scheduled_date', '=', date),
- ('status', 'not in', ['cancelled']),
- ], order='time_start, sequence, id')
- if not all_day_tasks:
- continue
-
- # Get this technician's start location (personal or company default)
- if tech_id not in start_coords_cache:
- addr = self._get_technician_start_address(tech_id)
- start_coords_cache[tech_id] = self._geocode_address_string(addr, api_key)
-
- prev_lat, prev_lng = start_coords_cache[tech_id]
- for i, task in enumerate(all_day_tasks):
- if not (task.address_lat and task.address_lng):
- task._geocode_address()
- travel_vals = {}
- if prev_lat and prev_lng and task.address_lat and task.address_lng:
- task.with_context(skip_travel_recalc=True)._calculate_travel_time(prev_lat, prev_lng)
- travel_vals['previous_task_id'] = all_day_tasks[i - 1].id if i > 0 else False
- travel_vals['travel_origin'] = 'Start Location' if i == 0 else f'Task {all_day_tasks[i - 1].name}'
- if travel_vals:
- task.with_context(skip_travel_recalc=True).write(travel_vals)
- prev_lat = task.address_lat or prev_lat
- prev_lng = task.address_lng or prev_lng
-
- # ------------------------------------------------------------------
- # STATUS ACTIONS
- # ------------------------------------------------------------------
-
- def _check_previous_tasks_completed(self):
- """Check that all earlier tasks for the same technician+date are completed."""
- self.ensure_one()
- earlier_incomplete = self.sudo().search([
- ('technician_id', '=', self.technician_id.id),
- ('scheduled_date', '=', self.scheduled_date),
- ('time_start', '<', self.time_start),
- ('status', 'not in', ['completed', 'cancelled']),
- ('id', '!=', self.id),
- ], limit=1)
- if earlier_incomplete:
- raise UserError(_(
- "Please complete previous task %s first before starting this one."
- ) % earlier_incomplete.name)
-
- def action_start_en_route(self):
- """Mark task as En Route."""
- for task in self:
- if task.status != 'scheduled':
- raise UserError(_("Only scheduled tasks can be marked as En Route."))
- task._check_previous_tasks_completed()
- task.status = 'en_route'
- task._post_status_message('en_route')
-
- def action_start_task(self):
- """Mark task as In Progress."""
- for task in self:
- if task.status not in ('scheduled', 'en_route'):
- raise UserError(_("Task must be scheduled or en route to start."))
- task._check_previous_tasks_completed()
- task.status = 'in_progress'
- task._post_status_message('in_progress')
-
- def action_view_sale_order(self):
- """Open the linked sale order / case."""
- self.ensure_one()
- if not self.sale_order_id:
- return
- return {
- 'name': self.sale_order_id.name,
- 'type': 'ir.actions.act_window',
- 'res_model': 'sale.order',
- 'view_mode': 'form',
- 'res_id': self.sale_order_id.id,
- }
-
- def action_complete_task(self):
- """Mark task as Completed."""
- for task in self:
- if task.status not in ('in_progress', 'en_route', 'scheduled'):
- raise UserError(_("Task must be in progress to complete."))
- task.with_context(skip_travel_recalc=True).write({
- 'status': 'completed',
- 'completion_datetime': fields.Datetime.now(),
- })
- task._post_status_message('completed')
- # Post completion notes to sale order chatter if linked
- if task.sale_order_id and task.completion_notes:
- task._post_completion_to_sale_order()
- # Notify the person who scheduled the task
- task._notify_scheduler_on_completion()
- # Auto-advance ODSP status for delivery tasks
- if (task.task_type == 'delivery'
- and task.sale_order_id
- and task.sale_order_id.x_fc_is_odsp_sale
- and task.sale_order_id._get_odsp_status() == 'ready_delivery'):
- task.sale_order_id._odsp_advance_status(
- 'delivered',
- "Delivery task completed by technician. Order marked as delivered.",
- )
-
- def action_cancel_task(self):
- """Cancel the task. Sends cancellation email and reverts sale order if delivery."""
- for task in self:
- if task.status == 'completed':
- raise UserError(_("Cannot cancel a completed task."))
- task.status = 'cancelled'
- task._post_status_message('cancelled')
- # If this was a delivery task linked to a sale order that is
- # currently in "Ready for Delivery" -- revert the order back.
- # _revert_sale_order_on_cancel also sends the cancellation email
- # for delivery tasks.
- if task.task_type == 'delivery':
- task._revert_sale_order_on_cancel()
- else:
- # Non-delivery tasks: still send a cancellation email
- task._send_task_cancelled_email()
-
- def _revert_sale_order_on_cancel(self):
- """When a delivery task is cancelled, check if the linked sale order
- should revert to its previous status. Only reverts if:
- - Task is a delivery type
- - Sale order is currently 'ready_delivery'
- - No other active (non-cancelled) delivery tasks exist for this order
- """
- self.ensure_one()
- if self.task_type != 'delivery' or not self.sale_order_id:
- return
- order = self.sale_order_id
- if order.x_fc_adp_application_status != 'ready_delivery':
- return
-
- # Check if any other non-cancelled delivery tasks exist for this order
- other_delivery_tasks = self.sudo().search([
- ('sale_order_id', '=', order.id),
- ('task_type', '=', 'delivery'),
- ('status', 'not in', ['cancelled']),
- ('id', '!=', self.id),
- ], limit=1)
- if other_delivery_tasks:
- return # Other active delivery tasks still exist, don't revert
-
- # Revert to the status saved before Ready for Delivery
- prev_status = order.x_fc_status_before_delivery or 'approved'
- status_labels = dict(order._fields['x_fc_adp_application_status'].selection)
- prev_label = status_labels.get(prev_status, prev_status)
-
- # skip_status_emails prevents the "Approved" email from re-firing
- order.with_context(
- skip_status_validation=True,
- skip_status_emails=True,
- ).write({
- 'x_fc_adp_application_status': prev_status,
- 'x_fc_status_before_delivery': False,
- })
-
- # Post chatter message about the revert
- body = Markup(
- f'Ready for Delivery{early_badge}
' - f'- '
- f'
'
- f'
'
- )
- order.message_post(
- body=body,
- message_type='notification',
- subtype_xmlid='mail.mt_note',
- )
-
- # Send a "Delivery Cancelled" email instead
- self._send_task_cancelled_email()
-
- def action_reschedule(self):
- """Open the reschedule form for this task.
- Saves old schedule info, then opens the same task form for editing.
- On save, the write() method detects the reschedule and sends emails."""
- self.ensure_one()
- return {
- 'type': 'ir.actions.act_window',
- 'res_model': 'fusion.technician.task',
- 'res_id': self.id,
- 'view_mode': 'form',
- 'target': 'new',
- 'context': {
- 'reschedule_mode': True,
- 'old_date': str(self.scheduled_date) if self.scheduled_date else '',
- 'old_time_start': self.time_start,
- 'old_time_end': self.time_end,
- },
- }
-
- def action_reset_to_scheduled(self):
- """Reset task back to scheduled."""
- for task in self:
- task.status = 'scheduled'
-
- # ------------------------------------------------------------------
- # CHATTER / NOTIFICATIONS
- # ------------------------------------------------------------------
-
- def _post_status_message(self, new_status):
- """Post a status change message to the task chatter."""
- self.ensure_one()
- status_labels = dict(self._fields['status'].selection)
- label = status_labels.get(new_status, new_status)
- icons = {
- 'en_route': 'fa-road',
- 'in_progress': 'fa-wrench',
- 'completed': 'fa-check-circle',
- 'cancelled': 'fa-times-circle',
- 'rescheduled': 'fa-calendar',
- }
- icon = icons.get(new_status, 'fa-info-circle')
- body = Markup(
- f'Delivery Task Cancelled
' - f'Delivery task {self.name} was cancelled by ' - f'{self.env.user.name}.
' - f'Order status reverted to {prev_label}.
' - f'Task status changed to ' - f'{label} by {self.env.user.name}
' - ) - self.message_post(body=body, message_type='notification', subtype_xmlid='mail.mt_note') - - def _post_completion_to_sale_order(self): - """Post the completion notes to the linked sale order's chatter.""" - self.ensure_one() - if not self.sale_order_id or not self.completion_notes: - return - task_type_label = dict(self._fields['task_type'].selection).get(self.task_type, self.task_type) - body = Markup( - f''
- f'
' - f'{self.completion_notes}' - f'
'
- )
- self.sale_order_id.message_post(
- body=body,
- message_type='notification',
- subtype_xmlid='mail.mt_note',
- )
-
- def _notify_scheduler_on_completion(self):
- """Send an Odoo notification to whoever created/scheduled the task."""
- self.ensure_one()
- # Notify the task creator (scheduler) if they're not the technician
- if self.create_uid and self.create_uid != self.technician_id:
- task_type_label = dict(self._fields['task_type'].selection).get(self.task_type, self.task_type)
- task_url = f'/web#id={self.id}&model=fusion.technician.task&view_type=form'
- client_name = self.partner_id.name or 'N/A'
- case_ref = self.sale_order_id.name if self.sale_order_id else ''
- # Build address string
- addr_parts = [p for p in [
- self.address_street,
- self.address_street2,
- self.address_city,
- self.address_state_id.name if self.address_state_id else '',
- self.address_zip,
- ] if p]
- address_str = ', '.join(addr_parts) or 'No address'
- # Build subject
- subject = f'Task Completed: {client_name}'
- if case_ref:
- subject += f' ({case_ref})'
- body = Markup(
- f'Technician Task Completed
' - f'- '
- f'
' - f'{self.completion_notes}' - f'
'
- f''
- f'
'
- f''
- f'
'
- )
- # Use Odoo's internal notification system
- self.env['mail.thread'].sudo().message_notify(
- partner_ids=[self.create_uid.partner_id.id],
- body=body,
- subject=subject,
- )
-
- # ------------------------------------------------------------------
- # TASK EMAIL NOTIFICATIONS
- # ------------------------------------------------------------------
-
- def _get_task_email_details(self):
- """Build common detail rows for task emails."""
- self.ensure_one()
- type_label = dict(self._fields['task_type'].selection).get(
- self.task_type, self.task_type or '')
- rows = [
- ('Task', f'{self.name} ({type_label})'),
- ('Client', self.partner_id.name or 'N/A'),
- ]
- if self.sale_order_id:
- rows.append(('Case', self.sale_order_id.name))
- if self.scheduled_date:
- date_str = self.scheduled_date.strftime('%B %d, %Y')
- start_str = self._float_to_time_str(self.time_start)
- end_str = self._float_to_time_str(self.time_end)
- rows.append(('Scheduled', f'{date_str}, {start_str} - {end_str}'))
- if self.technician_id:
- rows.append(('Technician', self.technician_id.name))
- if self.address_display:
- rows.append(('Address', self.address_display))
- return rows
-
- def _get_task_email_recipients(self):
- """Get email recipients for task notifications.
- Returns dict with 'to' (client), 'cc' (technician, sales rep, office)."""
- self.ensure_one()
- to_emails = []
- cc_emails = []
-
- # Client email
- if self.partner_id and self.partner_id.email:
- to_emails.append(self.partner_id.email)
-
- # Technician email
- if self.technician_id and self.technician_id.email:
- cc_emails.append(self.technician_id.email)
-
- # Sales rep from the sale order
- if self.sale_order_id and self.sale_order_id.user_id and \
- self.sale_order_id.user_id.email:
- cc_emails.append(self.sale_order_id.user_id.email)
-
- # Office notification recipients
- if self.sale_order_id:
- try:
- office_cc = self.sale_order_id._get_email_recipients(
- include_client=False).get('office_cc', [])
- cc_emails.extend(office_cc)
- except Exception:
- pass
-
- return {'to': to_emails, 'cc': list(set(cc_emails))}
-
- def _send_task_cancelled_email(self):
- """Send cancellation email for a task/delivery/appointment."""
- self.ensure_one()
- order = self.sale_order_id
- if not order:
- return False
- try:
- if not order._is_email_notifications_enabled():
- return False
- except Exception:
- return False
-
- recipients = self._get_task_email_recipients()
- to_emails = recipients.get('to', [])
- cc_emails = recipients.get('cc', [])
- if not to_emails and not cc_emails:
- return False
-
- client_name = self.partner_id.name or 'Client'
- type_label = dict(self._fields['task_type'].selection).get(
- self.task_type, self.task_type or 'Task')
- sender_name = self.env.user.name
-
- detail_rows = self._get_task_email_details()
- detail_rows.append(('Cancelled By', sender_name))
-
- body_html = order._email_build(
- title=f'{type_label.title()} Cancelled',
- summary=(
- f'The scheduled {type_label.lower()} for '
- f'{client_name} has been cancelled.'
- ),
- email_type='urgent',
- sections=[('Cancellation Details', detail_rows)],
- note=(
- 'What happens next: If you need to reschedule, '
- 'please contact our office and we will arrange a new appointment.'
- ),
- note_color='#e53e3e',
- button_url=f'{order.get_base_url()}/web#id={order.id}&model=sale.order&view_type=form',
- sender_name=sender_name,
- )
-
- email_to = ', '.join(to_emails) if to_emails else ', '.join(cc_emails[:1])
- email_cc = ', '.join(cc_emails) if to_emails else ', '.join(cc_emails[1:])
- try:
- self.env['mail.mail'].sudo().create({
- 'subject': f'{type_label.title()} Cancelled - {client_name} - {order.name}',
- 'body_html': body_html,
- 'email_to': email_to,
- 'email_cc': email_cc,
- 'model': 'sale.order',
- 'res_id': order.id,
- }).send()
- order._email_chatter_log(
- f'{type_label.title()} Cancelled email sent', email_to, email_cc)
- return True
- except Exception as e:
- _logger.error("Failed to send task cancelled email for %s: %s", self.name, e)
- return False
-
- def _send_task_scheduled_email(self):
- """Send appointment scheduled email to client, technician, and sales rep."""
- self.ensure_one()
- order = self.sale_order_id
- if not order:
- return False
- try:
- if not order._is_email_notifications_enabled():
- return False
- except Exception:
- return False
-
- recipients = self._get_task_email_recipients()
- to_emails = recipients.get('to', [])
- cc_emails = recipients.get('cc', [])
- if not to_emails and not cc_emails:
- return False
-
- client_name = self.partner_id.name or 'Client'
- type_label = dict(self._fields['task_type'].selection).get(
- self.task_type, self.task_type or 'Task')
- sender_name = self.env.user.name
-
- detail_rows = self._get_task_email_details()
- if self.description:
- detail_rows.append(('Notes', self.description))
-
- body_html = order._email_build(
- title=f'{type_label.title()} Scheduled',
- summary=(
- f'A {type_label.lower()} has been scheduled for '
- f'{client_name}.'
- ),
- email_type='success',
- sections=[('Appointment Details', detail_rows)],
- note=(
- 'Please note: If you need to change this appointment, '
- 'please contact our office as soon as possible so we can accommodate '
- 'the change.'
- ),
- note_color='#38a169',
- button_url=f'{order.get_base_url()}/web#id={order.id}&model=sale.order&view_type=form',
- sender_name=sender_name,
- )
-
- email_to = ', '.join(to_emails) if to_emails else ', '.join(cc_emails[:1])
- email_cc = ', '.join(cc_emails) if to_emails else ', '.join(cc_emails[1:])
- try:
- self.env['mail.mail'].sudo().create({
- 'subject': f'{type_label.title()} Scheduled - {client_name} - {order.name}',
- 'body_html': body_html,
- 'email_to': email_to,
- 'email_cc': email_cc,
- 'model': 'sale.order',
- 'res_id': order.id,
- }).send()
- order._email_chatter_log(
- f'{type_label.title()} Scheduled email sent', email_to, email_cc)
- return True
- except Exception as e:
- _logger.error("Failed to send task scheduled email for %s: %s", self.name, e)
- return False
-
- def _send_task_rescheduled_email(self, old_date=None, old_start=None, old_end=None):
- """Send reschedule email to client, technician, and sales rep.
- Shows old vs new schedule for clarity."""
- self.ensure_one()
- order = self.sale_order_id
- if not order:
- return False
- try:
- if not order._is_email_notifications_enabled():
- return False
- except Exception:
- return False
-
- recipients = self._get_task_email_recipients()
- to_emails = recipients.get('to', [])
- cc_emails = recipients.get('cc', [])
- if not to_emails and not cc_emails:
- return False
-
- client_name = self.partner_id.name or 'Client'
- type_label = dict(self._fields['task_type'].selection).get(
- self.task_type, self.task_type or 'Task')
- sender_name = self.env.user.name
-
- detail_rows = self._get_task_email_details()
-
- # Show old schedule if provided
- if old_date or old_start is not None:
- old_parts = []
- if old_date:
- old_parts.append(old_date.strftime('%B %d, %Y'))
- if old_start is not None:
- old_parts.append(
- f'{self._float_to_time_str(old_start)} - '
- f'{self._float_to_time_str(old_end or old_start + 1.0)}')
- detail_rows.insert(3, ('Previous Schedule', ', '.join(old_parts)))
-
- body_html = order._email_build(
- title=f'{type_label.title()} Rescheduled',
- summary=(
- f'The {type_label.lower()} for '
- f'{client_name} has been rescheduled.'
- ),
- email_type='attention',
- sections=[('Updated Appointment Details', detail_rows)],
- note=(
- 'Please note: The appointment has been updated '
- 'to the new date and time shown above. If you have any questions, '
- 'please contact our office.'
- ),
- note_color='#d69e2e',
- button_url=f'{order.get_base_url()}/web#id={order.id}&model=sale.order&view_type=form',
- sender_name=sender_name,
- )
-
- email_to = ', '.join(to_emails) if to_emails else ', '.join(cc_emails[:1])
- email_cc = ', '.join(cc_emails) if to_emails else ', '.join(cc_emails[1:])
- try:
- self.env['mail.mail'].sudo().create({
- 'subject': f'{type_label.title()} Rescheduled - {client_name} - {order.name}',
- 'body_html': body_html,
- 'email_to': email_to,
- 'email_cc': email_cc,
- 'model': 'sale.order',
- 'res_id': order.id,
- }).send()
- order._email_chatter_log(
- f'{type_label.title()} Rescheduled email sent', email_to, email_cc)
- return True
- except Exception as e:
- _logger.error("Failed to send rescheduled email for %s: %s", self.name, e)
- return False
-
- def get_next_task_for_technician(self):
- """Get the next task in sequence for the same technician+date after this one."""
- self.ensure_one()
- return self.sudo().search([
- ('technician_id', '=', self.technician_id.id),
- ('scheduled_date', '=', self.scheduled_date),
- ('time_start', '>=', self.time_start),
- ('status', 'in', ['scheduled', 'en_route']),
- ('id', '!=', self.id),
- ], order='time_start, sequence, id', limit=1)
-
- # ------------------------------------------------------------------
- # GOOGLE MAPS INTEGRATION
- # ------------------------------------------------------------------
-
- def _get_google_maps_api_key(self):
- """Get the Google Maps API key from config."""
- return self.env['ir.config_parameter'].sudo().get_param(
- 'fusion_claims.google_maps_api_key', ''
- )
-
- @api.model
- def get_map_data(self, domain=None):
- """Return task data, technician locations, and Google Maps API key.
-
- Args:
- domain: optional extra domain from the search bar filters.
- """
- api_key = self.env['ir.config_parameter'].sudo().get_param(
- 'fusion_claims.google_maps_api_key', '')
- local_instance = self.env['ir.config_parameter'].sudo().get_param(
- 'fusion_claims.sync_instance_id', '')
- base_domain = [
- ('status', 'not in', ['cancelled']),
- ]
- if domain:
- base_domain = expression.AND([base_domain, domain])
- tasks = self.sudo().search_read(
- base_domain,
- ['name', 'partner_id', 'technician_id', 'task_type',
- 'address_lat', 'address_lng', 'address_display',
- 'time_start', 'time_start_display', 'time_end_display',
- 'status', 'scheduled_date', 'travel_time_minutes',
- 'x_fc_sync_client_name', 'x_fc_is_shadow', 'x_fc_sync_source'],
- order='scheduled_date asc, time_start asc',
- limit=500,
- )
- locations = self.env['fusion.technician.location'].get_latest_locations()
- return {
- 'api_key': api_key,
- 'tasks': tasks,
- 'locations': locations,
- 'local_instance_id': local_instance,
- }
-
- def _geocode_address(self):
- """Geocode the task address using Google Geocoding API."""
- self.ensure_one()
- api_key = self._get_google_maps_api_key()
- if not api_key or not self.address_display:
- return False
-
- try:
- url = 'https://maps.googleapis.com/maps/api/geocode/json'
- params = {
- 'address': self.address_display,
- 'key': api_key,
- 'region': 'ca',
- }
- resp = requests.get(url, params=params, timeout=10)
- data = resp.json()
- if data.get('status') == 'OK' and data.get('results'):
- location = data['results'][0]['geometry']['location']
- self.write({
- 'address_lat': location['lat'],
- 'address_lng': location['lng'],
- })
- return True
- except Exception as e:
- _logger.warning(f"Geocoding failed for task {self.name}: {e}")
- return False
-
- def _calculate_travel_time(self, origin_lat, origin_lng):
- """Calculate travel time from origin to this task using Distance Matrix API."""
- self.ensure_one()
- api_key = self._get_google_maps_api_key()
- if not api_key:
- return False
- if not (origin_lat and origin_lng and self.address_lat and self.address_lng):
- return False
-
- try:
- url = 'https://maps.googleapis.com/maps/api/distancematrix/json'
- params = {
- 'origins': f'{origin_lat},{origin_lng}',
- 'destinations': f'{self.address_lat},{self.address_lng}',
- 'key': api_key,
- 'mode': 'driving',
- 'avoid': 'tolls',
- 'traffic_model': 'best_guess',
- 'departure_time': 'now',
- }
- resp = requests.get(url, params=params, timeout=10)
- data = resp.json()
- if data.get('status') == 'OK':
- element = data['rows'][0]['elements'][0]
- if element.get('status') == 'OK':
- duration_seconds = element['duration_in_traffic']['value'] if 'duration_in_traffic' in element else element['duration']['value']
- distance_meters = element['distance']['value']
- self.write({
- 'travel_time_minutes': round(duration_seconds / 60),
- 'travel_distance_km': round(distance_meters / 1000, 1),
- })
- return True
- except Exception as e:
- _logger.warning(f"Travel time calculation failed for task {self.name}: {e}")
- return False
-
- def action_calculate_travel_times(self):
- """Calculate travel times for a day's schedule. Called from backend button or cron."""
- self._do_calculate_travel_times()
- # Return False to stay on the current form without navigation
- return False
-
- def _do_calculate_travel_times(self):
- """Internal: calculate travel times for tasks. Does not return an action."""
- # Group tasks by technician and date
- task_groups = {}
- for task in self:
- key = (task.technician_id.id, task.scheduled_date)
- if key not in task_groups:
- task_groups[key] = self.env['fusion.technician.task']
- task_groups[key] |= task
-
- api_key = self._get_google_maps_api_key()
- start_coords_cache = {}
-
- for (tech_id, date), tasks in task_groups.items():
- sorted_tasks = tasks.sorted(lambda t: (t.sequence, t.time_start))
-
- # Get this technician's start location (personal or company default)
- if tech_id not in start_coords_cache:
- addr = self._get_technician_start_address(tech_id)
- start_coords_cache[tech_id] = self._geocode_address_string(addr, api_key)
-
- prev_lat, prev_lng = start_coords_cache[tech_id]
-
- for i, task in enumerate(sorted_tasks):
- # Geocode task if needed
- if not (task.address_lat and task.address_lng):
- task._geocode_address()
-
- if prev_lat and prev_lng and task.address_lat and task.address_lng:
- task._calculate_travel_time(prev_lat, prev_lng)
- task.previous_task_id = sorted_tasks[i - 1].id if i > 0 else False
- task.travel_origin = 'Start Location' if i == 0 else f'Task {sorted_tasks[i - 1].name}'
-
- prev_lat = task.address_lat
- prev_lng = task.address_lng
-
- @api.model
- def _cron_calculate_travel_times(self):
- """Cron job: Calculate travel times for today and tomorrow."""
- today = fields.Date.context_today(self)
- tomorrow = today + timedelta(days=1)
- tasks = self.search([
- ('scheduled_date', 'in', [today, tomorrow]),
- ('status', 'in', ['scheduled', 'en_route']),
- ])
- if tasks:
- tasks._do_calculate_travel_times()
- _logger.info(f"Calculated travel times for {len(tasks)} tasks")
-
- # ------------------------------------------------------------------
- # PORTAL HELPERS
- # ------------------------------------------------------------------
-
- def get_technician_tasks_for_date(self, user_id, date):
- """Get all tasks for a technician on a given date, ordered by sequence."""
- return self.sudo().search([
- ('technician_id', '=', user_id),
- ('scheduled_date', '=', date),
- ('status', '!=', 'cancelled'),
- ], order='sequence, time_start, id')
-
- def get_next_task(self, user_id):
- """Get the next upcoming task for a technician."""
- today = fields.Date.context_today(self)
- return self.sudo().search([
- ('technician_id', '=', user_id),
- ('scheduled_date', '>=', today),
- ('status', 'in', ['scheduled', 'en_route']),
- ], order='scheduled_date, sequence, time_start', limit=1)
-
- def get_current_task(self, user_id):
- """Get the current in-progress task for a technician."""
- today = fields.Date.context_today(self)
- return self.sudo().search([
- ('technician_id', '=', user_id),
- ('scheduled_date', '=', today),
- ('status', '=', 'in_progress'),
- ], limit=1)
-
- # ------------------------------------------------------------------
- # PUSH NOTIFICATIONS
- # ------------------------------------------------------------------
-
- def _send_push_notification(self, title, body_text, url=None):
- """Send a web push notification for this task."""
- self.ensure_one()
- PushSub = self.env['fusion.push.subscription'].sudo()
- subscriptions = PushSub.search([
- ('user_id', '=', self.technician_id.id),
- ('active', '=', True),
- ])
- if not subscriptions:
- return
-
- ICP = self.env['ir.config_parameter'].sudo()
- vapid_private = ICP.get_param('fusion_claims.vapid_private_key', '')
- vapid_public = ICP.get_param('fusion_claims.vapid_public_key', '')
- if not vapid_private or not vapid_public:
- _logger.warning("VAPID keys not configured, cannot send push notification")
- return
-
- try:
- from pywebpush import webpush, WebPushException
- except ImportError:
- _logger.warning("pywebpush not installed, cannot send push notifications")
- return
-
- payload = json.dumps({
- 'title': title,
- 'body': body_text,
- 'url': url or f'/my/technician/task/{self.id}',
- 'task_id': self.id,
- 'task_type': self.task_type,
- })
-
- for sub in subscriptions:
- try:
- webpush(
- subscription_info={
- 'endpoint': sub.endpoint,
- 'keys': {
- 'p256dh': sub.p256dh_key,
- 'auth': sub.auth_key,
- },
- },
- data=payload,
- vapid_private_key=vapid_private,
- vapid_claims={'sub': 'mailto:support@nexasystems.ca'},
- )
- except Exception as e:
- _logger.warning(f"Push notification failed for subscription {sub.id}: {e}")
- # Deactivate invalid subscriptions
- if 'gone' in str(e).lower() or '410' in str(e):
- sub.active = False
-
- self.write({
- 'push_notified': True,
- 'push_notified_datetime': fields.Datetime.now(),
- })
-
- @api.model
- def _cron_send_push_notifications(self):
- """Cron: Send push notifications for upcoming tasks."""
- ICP = self.env['ir.config_parameter'].sudo()
- if not ICP.get_param('fusion_claims.push_enabled', False):
- return
-
- advance_minutes = int(ICP.get_param('fusion_claims.push_advance_minutes', '30'))
- now = fields.Datetime.now()
-
- # Find tasks starting within advance_minutes that haven't been notified
- tasks = self.search([
- ('scheduled_date', '=', now.date()),
- ('status', '=', 'scheduled'),
- ('push_notified', '=', False),
- ])
-
- for task in tasks:
- # Check if task is within the notification window
- task_start_hour = int(task.time_start)
- task_start_min = int((task.time_start % 1) * 60)
- task_start_dt = now.replace(hour=task_start_hour, minute=task_start_min, second=0)
-
- minutes_until = (task_start_dt - now).total_seconds() / 60
- if 0 <= minutes_until <= advance_minutes:
- task_type_label = dict(self._fields['task_type'].selection).get(task.task_type, task.task_type)
- title = f'Upcoming: {task_type_label}'
- body_text = f'{task.partner_id.name or "Task"} - {task.time_start_display}'
- if task.travel_time_minutes:
- body_text += f' ({task.travel_time_minutes} min drive)'
- task._send_push_notification(title, body_text)
-
- # ------------------------------------------------------------------
- # HELPERS
- # ------------------------------------------------------------------
-
- @staticmethod
- def _float_to_time_str(value):
- """Convert float hours to time string like '9:30 AM'."""
- if not value and value != 0:
- return ''
- hours = int(value)
- minutes = int(round((value % 1) * 60))
- period = 'AM' if hours < 12 else 'PM'
- display_hour = hours % 12 or 12
- return f'{display_hour}:{minutes:02d} {period}'
-
- def get_google_maps_url(self):
- """Get Google Maps navigation URL. Uses lat/lng coordinates to
- navigate to the exact location (text addresses cause Google to
- resolve to nearby business names instead)."""
- self.ensure_one()
- if self.address_lat and self.address_lng:
- return f'https://www.google.com/maps/dir/?api=1&destination={self.address_lat},{self.address_lng}&travelmode=driving'
- elif self.address_display:
- return f'https://www.google.com/maps/dir/?api=1&destination={urllib.parse.quote(self.address_display)}&travelmode=driving'
- return ''
diff --git a/fusion_claims/fusion_claims/models/xml_parser.py b/fusion_claims/fusion_claims/models/xml_parser.py
deleted file mode 100644
index 9c3fc3c..0000000
--- a/fusion_claims/fusion_claims/models/xml_parser.py
+++ /dev/null
@@ -1,735 +0,0 @@
-# -*- coding: utf-8 -*-
-# Copyright 2024-2026 Nexa Systems Inc.
-# License OPL-1 (Odoo Proprietary License v1.0)
-
-import base64
-import json
-import logging
-import xml.etree.ElementTree as ET
-from collections import OrderedDict
-from datetime import datetime
-
-from odoo import api, models
-
-_logger = logging.getLogger(__name__)
-
-
-class FusionXmlParser(models.AbstractModel):
- """Utility to parse ADP application XML files and create/update
- client profiles and application data records.
-
- Captures ALL ~300 XML fields for round-trip export fidelity.
- """
- _name = 'fusion.xml.parser'
- _description = 'ADP XML Parser'
-
- # ------------------------------------------------------------------
- # PUBLIC API
- # ------------------------------------------------------------------
- @api.model
- def parse_from_binary(self, binary_data, sale_order=None):
- """Parse from binary field (base64 encoded).
- Returns tuple (profile, application_data) or (False, False).
- """
- if not binary_data:
- return False, False
- try:
- xml_content = base64.b64decode(binary_data).decode('utf-8')
- except Exception as e:
- _logger.warning('Failed to decode XML binary: %s', e)
- return False, False
- return self.parse_and_create(xml_content, sale_order)
-
- @api.model
- def parse_and_create(self, xml_content, sale_order=None):
- """Parse raw XML string, create/update profile and application data.
- Returns tuple (profile, application_data) or (False, False).
- """
- try:
- root = ET.fromstring(xml_content)
- except ET.ParseError as e:
- _logger.warning('Failed to parse ADP XML: %s', e)
- return False, False
-
- form = root.find('Form')
- if form is None:
- form = root
-
- # Step 1: Build complete JSON dict (every field, dot-notation keys)
- json_dict = self._xml_to_json(form)
-
- # Step 2: Extract individual model fields from JSON
- model_vals = self._json_to_model_vals(json_dict)
- model_vals['raw_xml'] = xml_content
- model_vals['xml_data_json'] = json.dumps(json_dict, ensure_ascii=False)
-
- # Step 3: Create/update profile
- profile = self._find_or_create_profile(model_vals, sale_order)
-
- # Step 4: Create application data record
- model_vals['profile_id'] = profile.id
- model_vals['sale_order_id'] = sale_order.id if sale_order else False
- app_data = self.env['fusion.adp.application.data'].create(model_vals)
-
- return profile, app_data
-
- @api.model
- def reparse_existing(self, app_data_record):
- """Re-parse an existing application data record from its raw_xml.
- Updates all fields in place without creating a new record.
- """
- if not app_data_record.raw_xml:
- return False
- try:
- root = ET.fromstring(app_data_record.raw_xml)
- except ET.ParseError as e:
- _logger.warning('Failed to re-parse XML: %s', e)
- return False
-
- form = root.find('Form')
- if form is None:
- form = root
-
- json_dict = self._xml_to_json(form)
- model_vals = self._json_to_model_vals(json_dict)
- model_vals['xml_data_json'] = json.dumps(json_dict, ensure_ascii=False)
-
- # Remove fields that shouldn't be overwritten
- model_vals.pop('raw_xml', None)
- model_vals.pop('profile_id', None)
- model_vals.pop('sale_order_id', None)
-
- app_data_record.write(model_vals)
-
- # Also update the linked profile
- if app_data_record.profile_id:
- profile_vals = {}
- if model_vals.get('medical_condition'):
- profile_vals['medical_condition'] = model_vals['medical_condition']
- if model_vals.get('mobility_status'):
- profile_vals['mobility_status'] = model_vals['mobility_status']
- if model_vals.get('applicant_first_name'):
- profile_vals['first_name'] = model_vals['applicant_first_name']
- if model_vals.get('applicant_last_name'):
- profile_vals['last_name'] = model_vals['applicant_last_name']
- assessment = model_vals.get('assessment_date')
- if assessment:
- profile_vals['last_assessment_date'] = assessment
- if profile_vals:
- app_data_record.profile_id.write(profile_vals)
-
- return True
-
- # ------------------------------------------------------------------
- # STEP 1: XML -> FLAT JSON DICT (every field preserved)
- # ------------------------------------------------------------------
- def _xml_to_json(self, form):
- """Convert the entire Form element to a flat JSON dict with dot-notation keys."""
- d = OrderedDict()
- d['deviceCategory'] = self._t(form, 'deviceCategory')
- d['VersionNumber'] = self._t(form, 'VersionNumber')
-
- # Section 1
- s1 = form.find('section1')
- if s1 is not None:
- for tag in ['applicantLastname', 'applicantFirstname', 'applicantMiddleinitial',
- 'healthNo', 'versionNo', 'DateOfBirth', 'nameLTCH',
- 'unitNo', 'streetNo', 'streetName', 'rrRoute',
- 'city', 'province', 'postalCode',
- 'homePhone', 'busPhone', 'phoneExtension']:
- d[f'section1.{tag}'] = self._t(s1, tag)
- cob = s1.find('confirmationOfBenefit')
- if cob is not None:
- for tag in ['q1Yn', 'q1Ifyes', 'q2Yn', 'q3Yn']:
- d[f'section1.confirmationOfBenefit.{tag}'] = self._t(cob, tag)
-
- # Section 2
- s2 = form.find('section2')
- if s2 is not None:
- de = s2.find('devicesandEligibility')
- if de is not None:
- for tag in ['condition', 'status', 'none', 'forearm', 'wheeled', 'manual',
- 'power', 'addOn', 'scooter', 'seating', 'tiltSystem', 'reclineSystem',
- 'legRests', 'frame', 'stroller', 'deviceForearm', 'deviceWheeled',
- 'deviceManual', 'deviceAmbulation', 'deviceDependent', 'deviceDynamic',
- 'manualDyanmic', 'manualWheelchair', 'powerBase', 'powerScooter',
- 'ambulation', 'positioning', 'highTech', 'standingFrame',
- 'adpFunded', 'nonADPFunded']:
- d[f'section2.devicesandEligibility.{tag}'] = self._t(de, tag)
-
- # Section 2a
- s2a = s2.find('section2a')
- if s2a is not None:
- for tag in ['walker', 'paediatricFrame', 'forearmCrutches', 'none',
- 'reason', 'replacementStatus', 'replacementSize', 'replacementADP', 'replacementSpecial',
- 'confirmation1', 'confirmation2', 'confirmation3', 'confirmation4', 'confirmation5', 'confirmation6',
- 'seatHeight', 'seatHeightmeasurement', 'handleHeight', 'handleHeightmeasurement',
- 'handGrips', 'forearm', 'widthHandles', 'widthHandlesmeasurement',
- 'clientWeight', 'clientWeightmeasurement',
- 'brakes', 'brakeType', 'noWheels', 'wheelSize', 'backSupport',
- 'adpWalker', 'adpFrame', 'adpStanding',
- 'nonADP1', 'nonADP2', 'nonADP3', 'nonADP4', 'nonADP5', 'nonADP6', 'nonADP7', 'nonADP8', 'nonADP9',
- 'setup1', 'setup2', 'setup3', 'setup4', 'setup5', 'setup6', 'setup7', 'setup8', 'setup9',
- 'setup10', 'setup11', 'setup12', 'setup13', 'setup14', 'setup15', 'setup16', 'setup17', 'setup18',
- 'custom', 'costLabour']:
- d[f'section2.section2a.{tag}'] = self._t(s2a, tag)
-
- # Section 2b
- s2b = s2.find('section2b')
- if s2b is not None:
- for tag in ['baseDevice', 'powerAddOndevice',
- 'reason', 'replacementStatus', 'replacementSize', 'replacementADP', 'replacementSpecial',
- 'confirmation1', 'confirmation2', 'confirmation3', 'confirmation4', 'confirmation5',
- 'confirmation6', 'confirmation7', 'confirmation8', 'confirmation9', 'confirmation10',
- 'confirmation11', 'confirmation12', 'confirmation13',
- 'seatWidth', 'seatWidthmeasurement', 'seatDepth', 'seatDepthmeasurement',
- 'floorHeight', 'floorHeightmeasurement', 'caneHeight', 'caneHeightmeasurement',
- 'backHeight', 'backHeightmeasurement', 'restLength', 'restLengthmeasurement',
- 'clientWeight', 'clientWeightmeasurement',
- 'adjustableTension', 'heavyDuty', 'recliner', 'footplates', 'legrests',
- 'spoke', 'projected', 'standardManual', 'gradeAids', 'casterPin',
- 'amputeeAxle', 'quickRelease', 'stroller', 'oxygen', 'ventilator',
- 'titanium', 'clothingGuards', 'oneArm', 'uniLateral', 'plastic',
- 'rationale',
- 'nonADP1', 'nonADP2', 'nonADP3', 'nonADP4', 'nonADP5', 'nonADP6', 'nonADP7', 'nonADP8', 'nonADP9',
- 'setup1', 'setup2', 'setup3', 'setup4', 'setup5', 'setup6', 'setup7', 'setup8', 'setup9',
- 'setup10', 'setup11', 'setup12', 'setup13', 'setup14', 'setup15', 'setup16', 'setup17', 'setup18',
- 'custom', 'costLabour']:
- d[f'section2.section2b.{tag}'] = self._t(s2b, tag)
-
- # Section 2c
- s2c = s2.find('section2c')
- if s2c is not None:
- for tag in ['baseDevice',
- 'reason', 'replacementStatus', 'replacementSize', 'replacementADP', 'replacementSpecial',
- 'confirmation1', 'confirmation2', 'confirmation3', 'confirmation4', 'confirmation5',
- 'seatWidth', 'seatWidthmeasurement', 'backHeight', 'backHeightmeasurement',
- 'floorHeight', 'floorHeightmeasurement', 'restLength', 'restLengthmeasurement',
- 'seatDepth', 'seatDepthmeasurement', 'clientWeight', 'clientWeightmeasurement',
- 'adjustableTension', 'midline', 'manualRecline', 'footplates', 'legrests',
- 'swingaway', 'onePiece', 'seatPackage1', 'seatPackage2', 'oxygen', 'ventilator',
- 'spControls1', 'spControls2', 'spControls3', 'spControls4', 'spControls5', 'spControls6',
- 'autoCorrection', 'rationale',
- 'powerTilt', 'powerRecline', 'tiltAndRecline', 'powerElevating', 'ControlBox',
- 'nonADP1', 'nonADP2', 'nonADP3', 'nonADP4', 'nonADP5', 'nonADP6', 'nonADP7', 'nonADP8', 'nonADP9',
- 'setup1', 'setup2', 'setup3', 'setup4', 'setup5', 'setup6', 'setup7', 'setup8', 'setup9',
- 'setup10', 'setup11', 'setup12', 'setup13', 'setup14', 'setup15', 'setup16', 'setup17', 'setup18',
- 'custom', 'costLabour']:
- d[f'section2.section2c.{tag}'] = self._t(s2c, tag)
-
- # Section 2d
- s2d = s2.find('section2d')
- if s2d is not None:
- for tag in ['seatM', 'seatCF', 'coverM', 'coverCF', 'optionM', 'optionCF', 'hardwareM', 'hardwareCF',
- 'adductorM', 'adductorCF', 'pommelCF',
- 'backM', 'backCF', 'supportoptionM', 'supportoptionCF', 'backcoverCF', 'backHardwareM', 'backHardwareCF',
- 'completeM', 'completeCF',
- 'headrestM', 'headrestCF', 'headoptionCF', 'headhardwareM', 'headhardwareCF',
- 'beltM', 'beltCF', 'beltoptionCF',
- 'armsupportM', 'armsupportCF', 'armoptionM', 'armoptionCF', 'armhardwareM', 'armhardwareCF',
- 'trayM', 'trayCF', 'trayoptionM', 'trayoptionCF',
- 'lateralsupportM', 'lateralsupportCF', 'lateraloptionCF', 'lateralhardwareCF',
- 'footsupportM', 'footsupportCF', 'footoptionM', 'footoptionCF', 'foothardwareM', 'foothardwareCF',
- 'reason', 'replacementStatus', 'replacementSize', 'replacementADP', 'replacementSpecial',
- 'confirmation1', 'confirmation2',
- 'nonADP1', 'nonADP2', 'nonADP3', 'nonADP4', 'nonADP5', 'nonADP6', 'nonADP7', 'nonADP8', 'nonADP9',
- 'setup1', 'setup2', 'setup3', 'setup4', 'setup5', 'setup6', 'setup7', 'setup8', 'setup9',
- 'setup10', 'setup11', 'setup12', 'setup13', 'setup14', 'setup15', 'setup16', 'setup17', 'setup18',
- 'custom', 'costLabour']:
- d[f'section2.section2d.{tag}'] = self._t(s2d, tag)
-
- # Section 3
- s3 = form.find('section3')
- if s3 is not None:
- sig = s3.find('sig')
- if sig is not None:
- for tag in ['signature', 'person', 'Date']:
- d[f'section3.sig.{tag}'] = self._t(sig, tag)
- contact = s3.find('contact')
- if contact is not None:
- for tag in ['relationship', 'applicantLastname', 'applicantFirstname', 'applicantMiddleinitial',
- 'unitNo', 'streetNo', 'streetName', 'rrRoute',
- 'city', 'province', 'postalCode', 'homePhone', 'busPhone', 'phoneExtension']:
- d[f'section3.contact.{tag}'] = self._t(contact, tag)
-
- # Section 4
- s4 = form.find('section4')
- if s4 is not None:
- auth = s4.find('authorizer')
- if auth is not None:
- for tag in ['authorizerLastname', 'authorizerFirstname', 'busPhone', 'phoneExtension', 'adpNo', 'signature', 'Date']:
- d[f'section4.authorizer.{tag}'] = self._t(auth, tag)
- vendor = s4.find('vendor')
- if vendor is not None:
- for tag in ['vendorBusName', 'adpVendorRegNo', 'vendorLastfirstname', 'positionTitle', 'vendorLocation', 'busPhone', 'phoneExtension', 'signature', 'Date']:
- d[f'section4.vendor.{tag}'] = self._t(vendor, tag)
- v2 = s4.find('vendor2')
- if v2 is not None:
- for tag in ['vendorBusName', 'adpVendorRegNo', 'vendorLastfirstname', 'positionTitle', 'vendorLocation', 'busPhone', 'phoneExtension', 'signature', 'Date']:
- d[f'section4.vendor2.{tag}'] = self._t(v2, tag)
- eq = s4.find('equipmentSpec')
- if eq is not None:
- d['section4.equipmentSpec.vendorInvoiceNo'] = self._t(eq, 'vendorInvoiceNo')
- d['section4.equipmentSpec.vendorADPRegNo'] = self._t(eq, 'vendorADPRegNo')
- t2 = eq.find('Table2')
- if t2 is not None:
- r1 = t2.find('Row1')
- if r1 is not None:
- for tag in ['Cell1', 'Cell2', 'Cell3', 'Cell4', 'Cell5']:
- d[f'section4.equipmentSpec.Table2.Row1.{tag}'] = self._t(r1, tag)
- pod = s4.find('proofOfDelivery')
- if pod is not None:
- for tag in ['signature', 'receivedBy', 'Date']:
- d[f'section4.proofOfDelivery.{tag}'] = self._t(pod, tag)
- note = s4.find('noteToADP')
- if note is not None:
- for tag in ['section1', 'section2a', 'section2b', 'section2c', 'section2d',
- 'section3and4', 'vendorReplacement', 'vendorCustom', 'fundingChart', 'letter']:
- d[f'section4.noteToADP.{tag}'] = self._t(note, tag)
-
- return d
-
- # ------------------------------------------------------------------
- # STEP 2: JSON DICT -> MODEL FIELD VALUES
- # ------------------------------------------------------------------
- def _json_to_model_vals(self, d):
- """Map flat JSON dict to fusion.adp.application.data field values."""
- g = d.get # shorthand
- vals = {}
-
- # Metadata
- vals['device_category'] = g('deviceCategory', '') or 'MD'
- vals['version_number'] = g('VersionNumber', '')
-
- # Section 1 - Applicant
- vals['applicant_last_name'] = g('section1.applicantLastname', '')
- vals['applicant_first_name'] = g('section1.applicantFirstname', '')
- vals['applicant_middle_initial'] = g('section1.applicantMiddleinitial', '')
- vals['health_card_number'] = g('section1.healthNo', '')
- vals['health_card_version'] = g('section1.versionNo', '')
- vals['date_of_birth'] = self._pd(g('section1.DateOfBirth', ''))
- vals['ltch_name'] = g('section1.nameLTCH', '')
- vals['unit_number'] = g('section1.unitNo', '')
- vals['street_number'] = g('section1.streetNo', '')
- vals['street_name'] = g('section1.streetName', '')
- vals['rural_route'] = g('section1.rrRoute', '')
- vals['city'] = g('section1.city', '')
- vals['province'] = g('section1.province', '')
- vals['postal_code'] = g('section1.postalCode', '')
- vals['home_phone'] = g('section1.homePhone', '')
- vals['business_phone'] = g('section1.busPhone', '')
- vals['phone_extension'] = g('section1.phoneExtension', '')
-
- # Benefits
- q1 = g('section1.confirmationOfBenefit.q1Yn', '').lower()
- vals['receives_social_assistance'] = q1 == 'yes'
- q1type = g('section1.confirmationOfBenefit.q1Ifyes', '').lower()
- vals['benefit_owp'] = 'owp' in q1type if q1type else False
- vals['benefit_odsp'] = 'odsp' in q1type if q1type else False
- vals['benefit_acsd'] = 'acsd' in q1type if q1type else False
- if vals['benefit_owp']:
- vals['benefit_type'] = 'owp'
- elif vals['benefit_odsp']:
- vals['benefit_type'] = 'odsp'
- elif vals['benefit_acsd']:
- vals['benefit_type'] = 'acsd'
- vals['wsib_eligible'] = g('section1.confirmationOfBenefit.q2Yn', '').lower() == 'yes'
- vals['vac_eligible'] = g('section1.confirmationOfBenefit.q3Yn', '').lower() == 'yes'
-
- # Section 2 - Devices & Eligibility
- vals['medical_condition'] = g('section2.devicesandEligibility.condition', '')
- vals['mobility_status'] = g('section2.devicesandEligibility.status', '')
-
- # Previously funded
- vals['prev_funded_none'] = bool(g('section2.devicesandEligibility.none', ''))
- vals['prev_funded_forearm'] = bool(g('section2.devicesandEligibility.forearm', ''))
- vals['prev_funded_wheeled'] = bool(g('section2.devicesandEligibility.wheeled', ''))
- vals['prev_funded_manual'] = bool(g('section2.devicesandEligibility.manual', ''))
- vals['prev_funded_power'] = bool(g('section2.devicesandEligibility.power', ''))
- vals['prev_funded_addon'] = bool(g('section2.devicesandEligibility.addOn', ''))
- vals['prev_funded_scooter'] = bool(g('section2.devicesandEligibility.scooter', ''))
- vals['prev_funded_seating'] = bool(g('section2.devicesandEligibility.seating', ''))
- vals['prev_funded_tilt'] = bool(g('section2.devicesandEligibility.tiltSystem', ''))
- vals['prev_funded_recline'] = bool(g('section2.devicesandEligibility.reclineSystem', ''))
- vals['prev_funded_legrests'] = bool(g('section2.devicesandEligibility.legRests', ''))
- vals['prev_funded_frame'] = bool(g('section2.devicesandEligibility.frame', ''))
- vals['prev_funded_stroller'] = bool(g('section2.devicesandEligibility.stroller', ''))
-
- # Devices currently required
- vals['device_forearm_crutches'] = bool(g('section2.devicesandEligibility.deviceForearm', ''))
- vals['device_wheeled_walker'] = bool(g('section2.devicesandEligibility.deviceWheeled', ''))
- vals['device_manual_wheelchair'] = bool(g('section2.devicesandEligibility.deviceManual', ''))
- vals['device_ambulation_manual'] = bool(g('section2.devicesandEligibility.deviceAmbulation', ''))
- vals['device_dependent_wheelchair'] = bool(g('section2.devicesandEligibility.deviceDependent', ''))
- vals['device_dynamic_tilt'] = bool(g('section2.devicesandEligibility.deviceDynamic', ''))
- vals['device_manual_dynamic'] = bool(g('section2.devicesandEligibility.manualDyanmic', ''))
- vals['device_manual_power_addon'] = bool(g('section2.devicesandEligibility.manualWheelchair', ''))
- vals['device_power_base'] = bool(g('section2.devicesandEligibility.powerBase', ''))
- vals['device_power_scooter'] = bool(g('section2.devicesandEligibility.powerScooter', ''))
- vals['device_ambulation_power'] = bool(g('section2.devicesandEligibility.ambulation', ''))
- vals['device_positioning'] = bool(g('section2.devicesandEligibility.positioning', ''))
- vals['device_high_tech'] = bool(g('section2.devicesandEligibility.highTech', ''))
- vals['device_standing_frame'] = bool(g('section2.devicesandEligibility.standingFrame', ''))
- vals['device_adp_funded_mods'] = bool(g('section2.devicesandEligibility.adpFunded', ''))
- vals['device_non_adp_funded_mods'] = bool(g('section2.devicesandEligibility.nonADPFunded', ''))
-
- # Section 2a - Walkers
- vals['s2a_base_device'] = g('section2.section2a.walker', '')
- vals['s2a_paediatric_frame'] = g('section2.section2a.paediatricFrame', '')
- vals['s2a_forearm_crutches'] = g('section2.section2a.forearmCrutches', '')
- vals['s2a_none'] = g('section2.section2a.none', '')
- vals['s2a_reason'] = g('section2.section2a.reason', '')
- vals['s2a_replacement_status'] = g('section2.section2a.replacementStatus', '')
- vals['s2a_replacement_size'] = g('section2.section2a.replacementSize', '')
- vals['s2a_replacement_adp'] = g('section2.section2a.replacementADP', '')
- vals['s2a_replacement_special'] = g('section2.section2a.replacementSpecial', '')
- for i in range(1, 7):
- vals[f's2a_confirm{i}'] = g(f'section2.section2a.confirmation{i}', '')
- vals['s2a_seat_height'] = g('section2.section2a.seatHeight', '')
- vals['s2a_seat_height_unit'] = g('section2.section2a.seatHeightmeasurement', '')
- vals['s2a_handle_height'] = g('section2.section2a.handleHeight', '')
- vals['s2a_handle_height_unit'] = g('section2.section2a.handleHeightmeasurement', '')
- vals['s2a_hand_grips'] = g('section2.section2a.handGrips', '')
- vals['s2a_forearm_attachments'] = g('section2.section2a.forearm', '')
- vals['s2a_width_handles'] = g('section2.section2a.widthHandles', '')
- vals['s2a_width_handles_unit'] = g('section2.section2a.widthHandlesmeasurement', '')
- vals['s2a_client_weight'] = g('section2.section2a.clientWeight', '')
- vals['s2a_client_weight_unit'] = g('section2.section2a.clientWeightmeasurement', '')
- vals['s2a_brakes'] = g('section2.section2a.brakes', '')
- vals['s2a_brake_type'] = g('section2.section2a.brakeType', '')
- vals['s2a_num_wheels'] = g('section2.section2a.noWheels', '')
- vals['s2a_wheel_size'] = g('section2.section2a.wheelSize', '')
- vals['s2a_back_support'] = g('section2.section2a.backSupport', '')
- vals['s2a_adp_walker'] = g('section2.section2a.adpWalker', '')
- vals['s2a_adp_frame'] = g('section2.section2a.adpFrame', '')
- vals['s2a_adp_standing'] = g('section2.section2a.adpStanding', '')
- vals['s2a_custom'] = g('section2.section2a.custom', '')
- vals['s2a_cost_labour'] = g('section2.section2a.costLabour', '')
-
- # Section 2b - Manual Wheelchairs
- vals['s2b_base_device'] = g('section2.section2b.baseDevice', '')
- vals['s2b_power_addon'] = g('section2.section2b.powerAddOndevice', '')
- vals['s2b_reason'] = g('section2.section2b.reason', '')
- vals['s2b_replacement_status'] = g('section2.section2b.replacementStatus', '')
- vals['s2b_replacement_size'] = g('section2.section2b.replacementSize', '')
- vals['s2b_replacement_adp'] = g('section2.section2b.replacementADP', '')
- vals['s2b_replacement_special'] = g('section2.section2b.replacementSpecial', '')
- for i in range(1, 14):
- vals[f's2b_confirm{i}'] = g(f'section2.section2b.confirmation{i}', '')
- vals['s2b_seat_width'] = g('section2.section2b.seatWidth', '')
- vals['s2b_seat_width_unit'] = g('section2.section2b.seatWidthmeasurement', '')
- vals['s2b_seat_depth'] = g('section2.section2b.seatDepth', '')
- vals['s2b_seat_depth_unit'] = g('section2.section2b.seatDepthmeasurement', '')
- vals['s2b_floor_height'] = g('section2.section2b.floorHeight', '')
- vals['s2b_floor_height_unit'] = g('section2.section2b.floorHeightmeasurement', '')
- vals['s2b_cane_height'] = g('section2.section2b.caneHeight', '')
- vals['s2b_cane_height_unit'] = g('section2.section2b.caneHeightmeasurement', '')
- vals['s2b_back_height'] = g('section2.section2b.backHeight', '')
- vals['s2b_back_height_unit'] = g('section2.section2b.backHeightmeasurement', '')
- vals['s2b_rest_length'] = g('section2.section2b.restLength', '')
- vals['s2b_rest_length_unit'] = g('section2.section2b.restLengthmeasurement', '')
- vals['s2b_client_weight'] = g('section2.section2b.clientWeight', '')
- vals['s2b_client_weight_unit'] = g('section2.section2b.clientWeightmeasurement', '')
- vals['s2b_adjustable_tension'] = bool(g('section2.section2b.adjustableTension', ''))
- vals['s2b_heavy_duty'] = bool(g('section2.section2b.heavyDuty', ''))
- vals['s2b_recliner'] = bool(g('section2.section2b.recliner', ''))
- vals['s2b_footplates'] = bool(g('section2.section2b.footplates', ''))
- vals['s2b_legrests'] = bool(g('section2.section2b.legrests', ''))
- vals['s2b_spoke'] = bool(g('section2.section2b.spoke', ''))
- vals['s2b_projected'] = bool(g('section2.section2b.projected', ''))
- vals['s2b_standard_manual'] = bool(g('section2.section2b.standardManual', ''))
- vals['s2b_grade_aids'] = bool(g('section2.section2b.gradeAids', ''))
- vals['s2b_caster_pin'] = bool(g('section2.section2b.casterPin', ''))
- vals['s2b_amputee_axle'] = bool(g('section2.section2b.amputeeAxle', ''))
- vals['s2b_quick_release'] = bool(g('section2.section2b.quickRelease', ''))
- vals['s2b_stroller'] = bool(g('section2.section2b.stroller', ''))
- vals['s2b_oxygen'] = bool(g('section2.section2b.oxygen', ''))
- vals['s2b_ventilator'] = bool(g('section2.section2b.ventilator', ''))
- vals['s2b_titanium'] = bool(g('section2.section2b.titanium', ''))
- vals['s2b_clothing_guards'] = bool(g('section2.section2b.clothingGuards', ''))
- vals['s2b_one_arm'] = bool(g('section2.section2b.oneArm', ''))
- vals['s2b_uni_lateral'] = bool(g('section2.section2b.uniLateral', ''))
- vals['s2b_plastic'] = bool(g('section2.section2b.plastic', ''))
- vals['s2b_rationale'] = g('section2.section2b.rationale', '')
- vals['s2b_custom'] = g('section2.section2b.custom', '')
- vals['s2b_cost_labour'] = g('section2.section2b.costLabour', '')
-
- # Section 2c - Power Bases / Scooters
- vals['s2c_base_device'] = g('section2.section2c.baseDevice', '')
- vals['s2c_reason'] = g('section2.section2c.reason', '')
- vals['s2c_replacement_status'] = g('section2.section2c.replacementStatus', '')
- vals['s2c_replacement_size'] = g('section2.section2c.replacementSize', '')
- vals['s2c_replacement_adp'] = g('section2.section2c.replacementADP', '')
- vals['s2c_replacement_special'] = g('section2.section2c.replacementSpecial', '')
- for i in range(1, 6):
- vals[f's2c_confirm{i}'] = g(f'section2.section2c.confirmation{i}', '')
- vals['s2c_seat_width'] = g('section2.section2c.seatWidth', '')
- vals['s2c_seat_width_unit'] = g('section2.section2c.seatWidthmeasurement', '')
- vals['s2c_back_height'] = g('section2.section2c.backHeight', '')
- vals['s2c_back_height_unit'] = g('section2.section2c.backHeightmeasurement', '')
- vals['s2c_floor_height'] = g('section2.section2c.floorHeight', '')
- vals['s2c_floor_height_unit'] = g('section2.section2c.floorHeightmeasurement', '')
- vals['s2c_rest_length'] = g('section2.section2c.restLength', '')
- vals['s2c_rest_length_unit'] = g('section2.section2c.restLengthmeasurement', '')
- vals['s2c_seat_depth'] = g('section2.section2c.seatDepth', '')
- vals['s2c_seat_depth_unit'] = g('section2.section2c.seatDepthmeasurement', '')
- vals['s2c_client_weight'] = g('section2.section2c.clientWeight', '')
- vals['s2c_client_weight_unit'] = g('section2.section2c.clientWeightmeasurement', '')
- vals['s2c_adjustable_tension'] = bool(g('section2.section2c.adjustableTension', ''))
- vals['s2c_midline'] = bool(g('section2.section2c.midline', ''))
- vals['s2c_manual_recline'] = bool(g('section2.section2c.manualRecline', ''))
- vals['s2c_footplates'] = bool(g('section2.section2c.footplates', ''))
- vals['s2c_legrests'] = bool(g('section2.section2c.legrests', ''))
- vals['s2c_swingaway'] = bool(g('section2.section2c.swingaway', ''))
- vals['s2c_one_piece'] = bool(g('section2.section2c.onePiece', ''))
- vals['s2c_seat_package_1'] = bool(g('section2.section2c.seatPackage1', ''))
- vals['s2c_seat_package_2'] = bool(g('section2.section2c.seatPackage2', ''))
- vals['s2c_oxygen'] = bool(g('section2.section2c.oxygen', ''))
- vals['s2c_ventilator'] = bool(g('section2.section2c.ventilator', ''))
- vals['s2c_sp_controls_1'] = bool(g('section2.section2c.spControls1', ''))
- vals['s2c_sp_controls_2'] = bool(g('section2.section2c.spControls2', ''))
- vals['s2c_sp_controls_3'] = bool(g('section2.section2c.spControls3', ''))
- vals['s2c_sp_controls_4'] = bool(g('section2.section2c.spControls4', ''))
- vals['s2c_sp_controls_5'] = bool(g('section2.section2c.spControls5', ''))
- vals['s2c_sp_controls_6'] = bool(g('section2.section2c.spControls6', ''))
- vals['s2c_auto_correction'] = bool(g('section2.section2c.autoCorrection', ''))
- vals['s2c_rationale'] = g('section2.section2c.rationale', '')
- vals['s2c_power_tilt'] = bool(g('section2.section2c.powerTilt', ''))
- vals['s2c_power_recline'] = bool(g('section2.section2c.powerRecline', ''))
- vals['s2c_tilt_and_recline'] = bool(g('section2.section2c.tiltAndRecline', ''))
- vals['s2c_power_elevating'] = bool(g('section2.section2c.powerElevating', ''))
- vals['s2c_control_box'] = bool(g('section2.section2c.ControlBox', ''))
- vals['s2c_custom'] = g('section2.section2c.custom', '')
- vals['s2c_cost_labour'] = g('section2.section2c.costLabour', '')
-
- # Section 2d - Positioning/Seating
- vals['s2d_seat_modular'] = bool(g('section2.section2d.seatM', ''))
- vals['s2d_seat_custom'] = bool(g('section2.section2d.seatCF', ''))
- vals['s2d_seat_cover_modular'] = bool(g('section2.section2d.coverM', ''))
- vals['s2d_seat_cover_custom'] = bool(g('section2.section2d.coverCF', ''))
- vals['s2d_seat_option_modular'] = bool(g('section2.section2d.optionM', ''))
- vals['s2d_seat_option_custom'] = bool(g('section2.section2d.optionCF', ''))
- vals['s2d_seat_hardware_modular'] = bool(g('section2.section2d.hardwareM', ''))
- vals['s2d_seat_hardware_custom'] = bool(g('section2.section2d.hardwareCF', ''))
- vals['s2d_adductor_modular'] = bool(g('section2.section2d.adductorM', ''))
- vals['s2d_adductor_custom'] = bool(g('section2.section2d.adductorCF', ''))
- vals['s2d_pommel_custom'] = bool(g('section2.section2d.pommelCF', ''))
- vals['s2d_back_modular'] = bool(g('section2.section2d.backM', ''))
- vals['s2d_back_custom'] = bool(g('section2.section2d.backCF', ''))
- vals['s2d_back_option_modular'] = bool(g('section2.section2d.supportoptionM', ''))
- vals['s2d_back_option_custom'] = bool(g('section2.section2d.supportoptionCF', ''))
- vals['s2d_back_cover_custom'] = bool(g('section2.section2d.backcoverCF', ''))
- vals['s2d_back_hardware_modular'] = bool(g('section2.section2d.backHardwareM', ''))
- vals['s2d_back_hardware_custom'] = bool(g('section2.section2d.backHardwareCF', ''))
- vals['s2d_complete_modular'] = bool(g('section2.section2d.completeM', ''))
- vals['s2d_complete_custom'] = bool(g('section2.section2d.completeCF', ''))
- vals['s2d_headrest_modular'] = bool(g('section2.section2d.headrestM', ''))
- vals['s2d_headrest_custom'] = bool(g('section2.section2d.headrestCF', ''))
- vals['s2d_head_option_custom'] = bool(g('section2.section2d.headoptionCF', ''))
- vals['s2d_head_hardware_modular'] = bool(g('section2.section2d.headhardwareM', ''))
- vals['s2d_head_hardware_custom'] = bool(g('section2.section2d.headhardwareCF', ''))
- vals['s2d_belt_modular'] = bool(g('section2.section2d.beltM', ''))
- vals['s2d_belt_custom'] = bool(g('section2.section2d.beltCF', ''))
- vals['s2d_belt_option_custom'] = bool(g('section2.section2d.beltoptionCF', ''))
- vals['s2d_arm_modular'] = bool(g('section2.section2d.armsupportM', ''))
- vals['s2d_arm_custom'] = bool(g('section2.section2d.armsupportCF', ''))
- vals['s2d_arm_option_modular'] = bool(g('section2.section2d.armoptionM', ''))
- vals['s2d_arm_option_custom'] = bool(g('section2.section2d.armoptionCF', ''))
- vals['s2d_arm_hardware_modular'] = bool(g('section2.section2d.armhardwareM', ''))
- vals['s2d_arm_hardware_custom'] = bool(g('section2.section2d.armhardwareCF', ''))
- vals['s2d_tray_modular'] = bool(g('section2.section2d.trayM', ''))
- vals['s2d_tray_custom'] = bool(g('section2.section2d.trayCF', ''))
- vals['s2d_tray_option_modular'] = bool(g('section2.section2d.trayoptionM', ''))
- vals['s2d_tray_option_custom'] = bool(g('section2.section2d.trayoptionCF', ''))
- vals['s2d_lateral_modular'] = bool(g('section2.section2d.lateralsupportM', ''))
- vals['s2d_lateral_custom'] = bool(g('section2.section2d.lateralsupportCF', ''))
- vals['s2d_lateral_option_custom'] = bool(g('section2.section2d.lateraloptionCF', ''))
- vals['s2d_lateral_hardware_custom'] = bool(g('section2.section2d.lateralhardwareCF', ''))
- vals['s2d_foot_modular'] = bool(g('section2.section2d.footsupportM', ''))
- vals['s2d_foot_custom'] = bool(g('section2.section2d.footsupportCF', ''))
- vals['s2d_foot_option_modular'] = bool(g('section2.section2d.footoptionM', ''))
- vals['s2d_foot_option_custom'] = bool(g('section2.section2d.footoptionCF', ''))
- vals['s2d_foot_hardware_modular'] = bool(g('section2.section2d.foothardwareM', ''))
- vals['s2d_foot_hardware_custom'] = bool(g('section2.section2d.foothardwareCF', ''))
- vals['s2d_reason'] = g('section2.section2d.reason', '')
- vals['s2d_replacement_status'] = g('section2.section2d.replacementStatus', '')
- vals['s2d_replacement_size'] = g('section2.section2d.replacementSize', '')
- vals['s2d_replacement_adp'] = g('section2.section2d.replacementADP', '')
- vals['s2d_replacement_special'] = g('section2.section2d.replacementSpecial', '')
- vals['s2d_confirm1'] = g('section2.section2d.confirmation1', '')
- vals['s2d_confirm2'] = g('section2.section2d.confirmation2', '')
- vals['s2d_custom'] = g('section2.section2d.custom', '')
- vals['s2d_cost_labour'] = g('section2.section2d.costLabour', '')
-
- # Section 3 - Consent
- vals['consent_date'] = self._pd(g('section3.sig.Date', ''))
- person = g('section3.sig.person', '').lower()
- vals['consent_signed_by'] = 'applicant' if 'applicant' in person else ('agent' if 'agent' in person else False)
- vals['agent_relationship'] = g('section3.contact.relationship', '')
- vals['agent_last_name'] = g('section3.contact.applicantLastname', '')
- vals['agent_first_name'] = g('section3.contact.applicantFirstname', '')
- vals['agent_middle_initial'] = g('section3.contact.applicantMiddleinitial', '')
- vals['agent_unit'] = g('section3.contact.unitNo', '')
- vals['agent_street_no'] = g('section3.contact.streetNo', '')
- vals['agent_street_name'] = g('section3.contact.streetName', '')
- vals['agent_rural_route'] = g('section3.contact.rrRoute', '')
- vals['agent_city'] = g('section3.contact.city', '')
- vals['agent_province'] = g('section3.contact.province', '')
- vals['agent_postal_code'] = g('section3.contact.postalCode', '')
- vals['agent_home_phone'] = g('section3.contact.homePhone', '')
- vals['agent_bus_phone'] = g('section3.contact.busPhone', '')
- vals['agent_phone_ext'] = g('section3.contact.phoneExtension', '')
-
- # Section 4 - Authorizer
- vals['authorizer_last_name'] = g('section4.authorizer.authorizerLastname', '')
- vals['authorizer_first_name'] = g('section4.authorizer.authorizerFirstname', '')
- vals['authorizer_phone'] = g('section4.authorizer.busPhone', '')
- vals['authorizer_phone_ext'] = g('section4.authorizer.phoneExtension', '')
- vals['authorizer_adp_number'] = g('section4.authorizer.adpNo', '')
- vals['assessment_date'] = self._pd(g('section4.authorizer.Date', ''))
- vals['application_date'] = vals['consent_date'] or vals['assessment_date']
-
- # Section 4 - Vendor 1
- vals['vendor_business_name'] = g('section4.vendor.vendorBusName', '')
- vals['vendor_adp_number'] = g('section4.vendor.adpVendorRegNo', '')
- vals['vendor_representative'] = g('section4.vendor.vendorLastfirstname', '')
- vals['vendor_position'] = g('section4.vendor.positionTitle', '')
- vals['vendor_location'] = g('section4.vendor.vendorLocation', '')
- vals['vendor_phone'] = g('section4.vendor.busPhone', '')
- vals['vendor_phone_ext'] = g('section4.vendor.phoneExtension', '')
- vals['vendor_sign_date'] = self._pd(g('section4.vendor.Date', ''))
-
- # Section 4 - Vendor 2
- vals['vendor2_business_name'] = g('section4.vendor2.vendorBusName', '')
- vals['vendor2_adp_number'] = g('section4.vendor2.adpVendorRegNo', '')
- vals['vendor2_representative'] = g('section4.vendor2.vendorLastfirstname', '')
- vals['vendor2_position'] = g('section4.vendor2.positionTitle', '')
- vals['vendor2_location'] = g('section4.vendor2.vendorLocation', '')
- vals['vendor2_phone'] = g('section4.vendor2.busPhone', '')
- vals['vendor2_phone_ext'] = g('section4.vendor2.phoneExtension', '')
- vals['vendor2_sign_date'] = self._pd(g('section4.vendor2.Date', ''))
-
- # Equipment Spec
- vals['equip_vendor_invoice_no'] = g('section4.equipmentSpec.vendorInvoiceNo', '')
- vals['equip_vendor_adp_reg'] = g('section4.equipmentSpec.vendorADPRegNo', '')
- vals['equip_cell1'] = g('section4.equipmentSpec.Table2.Row1.Cell1', '')
- vals['equip_cell2'] = g('section4.equipmentSpec.Table2.Row1.Cell2', '')
- vals['equip_cell3'] = g('section4.equipmentSpec.Table2.Row1.Cell3', '')
- vals['equip_cell4'] = g('section4.equipmentSpec.Table2.Row1.Cell4', '')
- vals['equip_cell5'] = g('section4.equipmentSpec.Table2.Row1.Cell5', '')
- vals['pod_received_by'] = g('section4.proofOfDelivery.receivedBy', '')
- vals['pod_date'] = self._pd(g('section4.proofOfDelivery.Date', ''))
-
- # Note to ADP
- vals['note_section1'] = bool(g('section4.noteToADP.section1', ''))
- vals['note_section2a'] = bool(g('section4.noteToADP.section2a', ''))
- vals['note_section2b'] = bool(g('section4.noteToADP.section2b', ''))
- vals['note_section2c'] = bool(g('section4.noteToADP.section2c', ''))
- vals['note_section2d'] = bool(g('section4.noteToADP.section2d', ''))
- vals['note_section3and4'] = bool(g('section4.noteToADP.section3and4', ''))
- vals['note_vendor_replacement'] = g('section4.noteToADP.vendorReplacement', '')
- vals['note_vendor_custom'] = g('section4.noteToADP.vendorCustom', '')
- vals['note_funding_chart'] = g('section4.noteToADP.fundingChart', '')
- vals['note_letter'] = g('section4.noteToADP.letter', '')
-
- return vals
-
- # ------------------------------------------------------------------
- # PROFILE MANAGEMENT
- # ------------------------------------------------------------------
- def _find_or_create_profile(self, vals, sale_order=None):
- """Find or create a client profile from parsed application data."""
- Profile = self.env['fusion.client.profile']
- hc = (vals.get('health_card_number') or '').strip()
- first = (vals.get('applicant_first_name') or '').strip()
- last = (vals.get('applicant_last_name') or '').strip()
- dob = vals.get('date_of_birth')
-
- profile = False
- if hc:
- profile = Profile.search([('health_card_number', '=', hc)], limit=1)
- if not profile and first and last and dob:
- profile = Profile.search([
- ('first_name', '=ilike', first),
- ('last_name', '=ilike', last),
- ('date_of_birth', '=', dob),
- ], limit=1)
-
- profile_vals = {
- 'first_name': first,
- 'last_name': last,
- 'middle_initial': vals.get('applicant_middle_initial', ''),
- 'health_card_number': hc,
- 'health_card_version': vals.get('health_card_version', ''),
- 'date_of_birth': dob,
- 'ltch_name': vals.get('ltch_name', ''),
- 'unit_number': vals.get('unit_number', ''),
- 'street_number': vals.get('street_number', ''),
- 'street_name': vals.get('street_name', ''),
- 'rural_route': vals.get('rural_route', ''),
- 'city': vals.get('city', ''),
- 'province': vals.get('province', '') or 'ON',
- 'postal_code': vals.get('postal_code', ''),
- 'home_phone': vals.get('home_phone', ''),
- 'business_phone': vals.get('business_phone', ''),
- 'phone_extension': vals.get('phone_extension', ''),
- 'medical_condition': vals.get('medical_condition', ''),
- 'mobility_status': vals.get('mobility_status', ''),
- }
- if vals.get('receives_social_assistance'):
- profile_vals['receives_social_assistance'] = True
- profile_vals['benefit_type'] = vals.get('benefit_type')
- if vals.get('wsib_eligible'):
- profile_vals['wsib_eligible'] = True
- if vals.get('vac_eligible'):
- profile_vals['vac_eligible'] = True
- if vals.get('assessment_date'):
- profile_vals['last_assessment_date'] = vals['assessment_date']
-
- # Link to partner
- if sale_order and sale_order.partner_id:
- profile_vals['partner_id'] = sale_order.partner_id.id
- elif not profile or not profile.partner_id:
- partner = self._find_partner(first, last)
- if partner:
- profile_vals['partner_id'] = partner.id
-
- if profile:
- profile.write(profile_vals)
- else:
- profile = Profile.create(profile_vals)
-
- return profile
-
- def _find_partner(self, first_name, last_name):
- """Try to find a matching res.partner."""
- if not first_name or not last_name:
- return False
- Partner = self.env['res.partner']
- partner = Partner.search([('name', 'ilike', f'{first_name} {last_name}')], limit=1)
- if not partner:
- partner = Partner.search([('name', 'ilike', f'{last_name}, {first_name}')], limit=1)
- return partner or False
-
- # ------------------------------------------------------------------
- # HELPERS
- # ------------------------------------------------------------------
- @staticmethod
- def _t(element, tag):
- """Get text of child element, empty string if missing."""
- child = element.find(tag)
- if child is not None and child.text:
- return child.text.strip()
- return ''
-
- @staticmethod
- def _pd(date_str):
- """Parse date string, return date or False."""
- if not date_str:
- return False
- for fmt in ('%Y/%m/%d', '%Y-%m-%d', '%Y%m%d'):
- try:
- return datetime.strptime(date_str.strip(), fmt).date()
- except ValueError:
- continue
- return False
diff --git a/fusion_claims/fusion_claims/report/invoice_report_landscape.xml b/fusion_claims/fusion_claims/report/invoice_report_landscape.xml
deleted file mode 100644
index b64231a..0000000
--- a/fusion_claims/fusion_claims/report/invoice_report_landscape.xml
+++ /dev/null
@@ -1,410 +0,0 @@
-
-
-' - f'{task_type_label} Completed
' - f'| Client: | ' - f'{client_name} |
| Case: | ' - f'{case_ref or "N/A"} |
| Task: | ' - f'{self.name} |
| Technician: | ' - f'{self.technician_id.name} |
| Location: | ' - f'{address_str} |
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
- - Invoice - Draft Invoice - Credit Note - -
- - -| BILLING ADDRESS | -DELIVERY ADDRESS | -
|---|---|
| - - | -
- |
-
| INVOICE DATE | -DUE DATE | -CLIENT TYPE | -SOURCE | -SALES REP | -AUTHORIZER | -
|---|---|---|---|---|---|
| - - | -- - | -- - | -- - | -- - | -- - - - | -
| CLAIM # | -APPLICATION TYPE | -CLIENT REF 2 | -DELIVERY DATE | -AUTHORIZATION | -APPROVAL | -
|---|---|---|---|---|---|
| - - | -
-
- |
- - - | -
- |
-
-
- |
-
-
- |
-
| ADP CODE | -DESCRIPTION | -SERIAL # | -PLCMT | -QTY | -UNIT PRICE | -ADP PORTION | -CLIENT PORTION | -TAX | -TOTAL | -
|---|---|---|---|---|---|---|---|---|---|
| - - | -|||||||||
| - - | -|||||||||
| - - | -
- |
- - - | -- - | -- - | -
-
- |
- - - | -- - | -
- |
- - - | -
-
-
-
-
-
- Payment Terms:
- -
-
-
-
- - -
- Payment Reference:
-
-
-
-
-
-
-
- | Subtotal | -- - | -
| Total ADP Portion | -- - | -
| Total Client Portion | -- - | -
| Total ADP Portion | -- - | -
| Total Client Portion | -- - | -
| Total ADP Portion | -- - | -
| Total Client Portion | -- - | -
| Taxes | -- - | -
| Grand Total | -- - | -
| Amount Due | -- - | -
|
- |
- |||
|---|---|---|---|
| Date | -Payment Method | -Card # | -Amount | -
|
- |
- - - | -
-
- |
- - - | -
| Amount Due | -- | ||
- Notes:
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
- - Invoice - Draft Invoice - Credit Note - -
- - -| BILLING ADDRESS | -DELIVERY ADDRESS | -
|---|---|
| - - | -
- |
-
| INVOICE DATE | -DUE DATE | -SOURCE | -SALESPERSON | -
- |
-
|---|---|---|---|---|
| - - | -- - | -- - | -- - | -
- |
-
| CLAIM NUMBER | -CLIENT TYPE | -DELIVERY DATE | -AUTHORIZER | -
|---|---|---|---|
| - - | -- - | -
- |
- - - - - | -
| ADP CODE | -DESCRIPTION | -SERIAL # | -QTY | -UNIT PRICE | -TAXES | -ADP PORTION | -CLIENT PORTION | -AMOUNT | -
|---|---|---|---|---|---|---|---|---|
| - - | -||||||||
| - - | -||||||||
| - - | -
- |
- - - | -- - - | -
-
- |
-
- |
- - - | -- - | -- - | -
-
-
-
-
-
- Payment Terms:
- -
-
-
-
- - -
- Payment Reference:
-
-
-
-
-
-
-
- | Subtotal | -- |
| Taxes | -- |
| Total | -- |
| Total ADP Portion | -- |
| Total Client Portion | -- |
| Total ADP Portion | -- |
| Total Client Portion | -- |
| Total ADP Portion | -- |
| Total Client Portion | -- |
| Amount Due | -- |
|
- |
- |||
|---|---|---|---|
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- Accessibility Contract
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- 1. Scope of Contract
-This Contract governs the sale, delivery, installation, and ownership of the equipment specified. By signing, the Customer agrees to all terms herein.
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-The Company will make reasonable efforts to deliver as agreed. Delivery dates are estimates, not guarantees. The Company is not liable for delays. The Customer cannot cancel due to delays unless agreed in writing.
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-A deposit of 70% of total value (or as specified) is required at order. Upon receipt, equipment preparation begins. If cancelled, the Company may recover all costs incurred including materials, labor, and administrative expenses.
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-The Customer must ensure a suitable power source is available at the installation site. Electrical outlet installation is not included unless stated in the order.
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-For Porch Lifts requiring a concrete base, the Company provides specifications. Unless agreed otherwise, the Customer arranges and pays for concrete work. The Company is not liable for issues from third-party concrete work.
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- 6. Ownership and Title
-Title remains with the Company until full payment. The Company may reclaim equipment upon non-payment or breach of this Contract.
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-Equipment is covered by limited warranty as specified. Warranty excludes: accidental damages, normal wear and tear, damages from misuse or lack of maintenance. Claims must be in writing.
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-Once submitted for production, orders are final and non-refundable. No returns permitted. Post-submission modifications incur additional charges at Company's discretion.
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-The Company is not liable for injuries or damages from: misuse, unauthorized modifications, failure to follow instructions, lack of maintenance, or use beyond intended purpose. Customer indemnifies Company from related claims.
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-Customer indemnifies Company from claims arising from installation site conditions including structural issues, electrical faults, or inadequate site preparation.
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-The Company does not buy back goods unless explicitly agreed in writing.
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-Company is not liable for delays from events beyond control: natural disasters, strikes, supply chain disruptions, or governmental actions.
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-This Contract constitutes the entire understanding and supersedes all prior agreements, written or oral.
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-This Contract is governed by laws of the jurisdiction where the Company operates.
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- 15. Acceptance
-By signing, Customer acknowledges reading, understanding, and agreeing to all terms and conditions.
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- CUSTOMER DECLARATION
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- I HAVE READ, UNDERSTOOD AND AGREE TO ALL CONDITIONS SET FORTH IN THIS ACCESSIBILITY CONTRACT AND AGREE TO PAY THE AMOUNT OWED TO
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- GRAB BAR INSTALLATION WAIVER AND LIABILITY RELEASE AGREEMENT
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- This Waiver and Release Agreement ("Agreement") is entered into by and between the undersigned customer ("Customer") and
| Customer Name | -|
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- 1. Scope of Work
- The Installer agrees to install grab bars as per the Customer's request. The Customer understands and acknowledges that the installation process may involve drilling into walls, tiles, or other surfaces, and the Installer will take reasonable care to perform the work professionally.
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- To the fullest extent permitted by law, the Customer agrees to release, waive, and hold harmless the Installer, its employees, agents, and subcontractors from any and all liability, claims, demands, damages, or causes of action arising from or related to the installation of grab bars, including but not limited to:
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- The Installer is not responsible for any water leaks that may occur in the wall or plumbing as a result of the installation process.
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- The Installer is not liable for any rust, corrosion, or degradation of the grab bars over time due to environmental factors or improper maintenance.
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- The Installer is not responsible for any injuries, falls, or accidents resulting from the misuse or improper use of the grab bars after installation.
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- The Customer acknowledges that once the grab bars are installed, no refunds or returns will be provided under any circumstance.
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- The Installer is not responsible for any cracks, chips, or other damage to tiles or grout during the installation process.
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- f. Plumbing Damage
- The Installer is not liable for any damage to plumbing or hidden pipes within the wall during the installation process.
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- g. Structural Damage
- The Installer is not responsible for any structural damage to the house, including but not limited to damage to walls, floors, or support structures.
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- h. Floor Damage
- The Installer is not liable for any damage to flooring that may occur during the installation process.
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- 3. Order Cancellation Policy
- The Customer may cancel the order at any time before installation begins without incurring additional charges, except for any applicable delivery fees.
-If the Installer has already arrived at the installation location and the Customer decides to cancel the order, the Customer agrees to pay a delivery & installation fee.
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- 4. No Warranties
- The Installer provides no warranties, express or implied, regarding the quality, durability, or fitness of the grab bars or the installation process. The grab bars are installed "as is" and at the Customer's own risk.
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- 5. Indemnification
- The Customer agrees to indemnify and hold harmless the Installer, its employees, agents, and subcontractors from any claims, damages, or expenses (including attorney's fees) arising from or related to the installation of grab bars.
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- 6. Acknowledgement
- By signing this Agreement, the Customer acknowledges that they have read, understood, and agreed to all terms and conditions outlined above. The Customer further acknowledges that they have had the opportunity to ask questions regarding the installation process and the terms of this Agreement.
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- 7. Governing Law
- This Agreement shall be governed by and construed in accordance with the laws of the Province of Ontario.
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- | CUSTOMER INFORMATION | -DELIVERY ADDRESS | -
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| ADP CODE | -DESCRIPTION | -SERIAL # | -PLACEMENT | -QTY | -DEVICE TYPE | -
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- Full Refund Policy:
- By signing below, you are acknowledging that you had the opportunity to inspect the product and found it to be free from any reasonably discoverable defects. You are also agreeing that you had the opportunity to review the entire transaction and the refund policy on the back side of the page, and it has satisfactorily addressed any questions or concerns you had, and nothing has been promised to you that has not been put into writing. This Delivery Confirmation Form is hereby incorporated into this transaction. -
-- I HAVE RECEIVED ALL OF THE PRODUCTS AND SERVICES PROMISED TO ME IN CONNECTION WITH THIS TRANSACTION AT THE TIME OF DELIVERY. -
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- The following policy applies to all
Change Order and Cancellation Policy
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- Customized, specially ordered, or fabricated mobility and accessibility devices are not returnable or eligible for a refund. We also do not accept returns or exchanges for items that have come in contact with the skin. This includes, but is not limited to, lift chairs, seating, and positioning products, including wheelchair cushions and back supports, TENS units, patient lifts, blood pressure units, breast pumps, bathroom safety items, pillows, bedding, and mattresses, bracing, and continence care products. -
- -Restocking Fees
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- Product or parts returns for warranty items (i.e. product defects) are subject to
- 30% Restocking Fee: Some products require a 30% restocking fee for returns. These include: Patient lifts, Hospital Beds, Transport Wheelchairs, Standard Rollators & Walkers -
- -Non-Returnable Items
- - There are certain products that are custom-made by the manufacturer and are non-returnable. These include: -
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| ORDER DATE | -DELIVERY DATE | -SALES REP | -AUTHORIZER | -
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| - - | -
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| PRODUCT CODE | -DESCRIPTION | -SERIAL # | -QTY | -
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| - - | -|||
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- Full Refund Policy:
- By signing below, you are acknowledging that you had the opportunity to inspect the product and found it to be free from any reasonably discoverable defects. You are also agreeing that you had the opportunity to review the entire transaction and the refund policy on the back side of the page, and it has satisfactorily addressed any questions or concerns you had, and nothing has been promised to you that has not been put into writing. This Delivery Confirmation Form is hereby incorporated into this transaction. -
-- I HAVE RECEIVED ALL OF THE PRODUCTS AND SERVICES PROMISED TO ME IN CONNECTION WITH THIS TRANSACTION AT THE TIME OF DELIVERY. -
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- The following policy applies to all
Change Order and Cancellation Policy
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- Customized, specially ordered, or fabricated mobility and accessibility devices are not returnable or eligible for a refund. We also do not accept returns or exchanges for items that have come in contact with the skin. This includes, but is not limited to, lift chairs, seating, and positioning products, including wheelchair cushions and back supports, TENS units, patient lifts, blood pressure units, breast pumps, bathroom safety items, pillows, bedding, and mattresses, bracing, and continence care products. -
- -Restocking Fees
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- Product or parts returns for warranty items (i.e. product defects) are subject to
- 30% Restocking Fee: Some products require a 30% restocking fee for returns. These include: Patient lifts, Hospital Beds, Transport Wheelchairs, Standard Rollators & Walkers -
- -Non-Returnable Items
- - There are certain products that are custom-made by the manufacturer and are non-returnable. These include: -
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- | CUSTOMER INFORMATION | -PICKUP ADDRESS | -
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| ORDER DATE | -PICKUP DATE | -SALES REP | -AUTHORIZER | -
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- - Equipment Return Acknowledgment -
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- By signing below, you are confirming that you have returned the above listed equipment to
- I CONFIRM THAT ALL OF THE PRODUCTS LISTED ABOVE HAVE BEEN RETURNED AND PICKED UP BY AN AUTHORIZED REPRESENTATIVE OF
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- -Equipment Condition
- - All rental equipment must be returned in the same condition as when delivered, allowing for normal wear and tear. The customer is responsible for any damage beyond normal use. Equipment will be inspected upon return, and any damage or missing parts will be assessed and charged accordingly. -
- -Rental Period
- - Rental charges are calculated based on the agreed rental period. Early returns may be subject to minimum rental fees as specified in the rental agreement. Late returns may incur additional daily rental charges. -
- -Pickup and Scheduling
- - Equipment pickup must be scheduled in advance. The customer is responsible for ensuring the equipment is accessible and ready for pickup at the scheduled time. Missed pickup appointments may result in continued rental charges. -
- -Cleaning Requirements
- - Equipment should be returned clean and sanitized. Additional cleaning fees may apply if equipment is returned in an unsanitary condition. -
- -Damage Assessment
- - Upon pickup, our representative will conduct an inspection of the equipment. Any damage will be documented and the customer will be notified of repair or replacement costs. The following are examples of damage that may result in charges: -
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Security Deposit
- - If a security deposit was collected at the time of rental, it will be refunded within 14 business days after the equipment has been inspected and cleared, less any applicable charges for damage, cleaning, or extended rental periods. -
- -Contact Information
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-The medical equipment is the property of
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- 2. Cancellation Policy
-The Renter may cancel the order before delivery and will be charged twenty-five percent (25%) of the total rental cost. If the order is canceled during the rental period after delivery, no refund will be provided.
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- 3. Security Deposit
-The security deposit will be returned after an inspection of the equipment. If the equipment has any damage, the cost of repairs will be deducted from the security deposit. If the security deposit is insufficient to cover the damages, the credit card on file will be charged for the remaining amount. Security deposit refunds may take 4 to 15 business days to process.
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- 4. Liability for Loss or Damage
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-The Renter assumes all risk and liability for any loss, damage, injury, or death resulting from the use or operation of the medical equipment.
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-The Renter is responsible for the full cost of replacement for any damage, loss, theft, or destruction of the medical equipment.
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- 7. Indemnification
-The Renter shall indemnify, defend, and hold harmless
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- 8. Accident Notification
-The Renter must immediately notify
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-The Renter agrees to cover all costs, expenses, and attorney's fees incurred by
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- 10. Independent Status
-The Renter or any driver of the equipment shall not be considered an agent or employee of
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- 11. Binding Obligations
-Any individual signing this agreement on behalf of a corporation or other entity shall be personally liable for all obligations under this agreement. This agreement is binding upon the heirs, executors, administrators, and assigns of the Renter.
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- 12. Refusal of Service
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- 13. Governing Law
-This Agreement shall be governed by and construed in accordance with the laws of the jurisdiction in which
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- 14. Entire Agreement
-This Agreement constitutes the entire understanding between the parties concerning the rental of medical equipment and supersedes all prior agreements, representations, or understandings, whether written or oral.
-RENTAL DETAILS
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- - -| BILLING ADDRESS | -DELIVERY ADDRESS | -
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| ORDER DATE | -VALIDITY | -CLIENT TYPE | -SALES REP | -AUTHORIZER | -
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| Total | -- |
| Total ADP Portion | -- |
| Total Client Portion | -- |
- Terms and Conditions:
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- Signature
-![]()
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`);
- this.infoWindow.open(this.map, marker);
- });
- this.techMarkers.push(marker);
- bounds.extend(pos);
- hasBounds = true;
- }
- }
-
- if (hasBounds) {
- this.map.fitBounds(bounds);
- if (this.taskMarkers.length + this.techMarkers.length === 1) {
- this.map.setZoom(14);
- }
- }
- }
-
- _openTaskPopup(task, marker) {
- const c = task._dayColor;
- const html = `
-
- ${loc.name}
-
-
-
- Last seen: ${loc.logged_at || "Unknown"}
- Accuracy: ${loc.accuracy ? Math.round(loc.accuracy) + "m" : "N/A"}
-
-
`;
- this.infoWindow.setContent(html);
- this.infoWindow.open(this.map, marker);
- }
-
- // ── Sidebar actions ─────────────────────────────────────────────
- toggleSidebar() {
- this.state.sidebarOpen = !this.state.sidebarOpen;
- // Trigger map resize after CSS transition
- if (this.map) {
- setTimeout(() => google.maps.event.trigger(this.map, "resize"), 320);
- }
- }
-
- toggleGroup(groupKey) {
- this.state.collapsedGroups[groupKey] = !this.state.collapsedGroups[groupKey];
- }
-
- isGroupCollapsed(groupKey) {
- return !!this.state.collapsedGroups[groupKey];
- }
-
- focusTask(taskId) {
- this.state.activeTaskId = taskId;
- const marker = this.taskMarkerMap[taskId];
- if (marker && this.map) {
- this.map.panTo(marker.getPosition());
- this.map.setZoom(15);
- // Find the task data
- for (const g of this.state.groups) {
- for (const t of g.tasks) {
- if (t.id === taskId) {
- this._openTaskPopup(t, marker);
- return;
- }
- }
- }
- }
- }
-
- // ── Day filter toggle ────────────────────────────────────────────
- toggleDayFilter(groupKey) {
- this.state.visibleGroups[groupKey] = !this.state.visibleGroups[groupKey];
- this._renderMarkers();
- }
-
- isGroupVisible(groupKey) {
- return this.state.visibleGroups[groupKey] !== false;
- }
-
- showAllDays() {
- for (const k of Object.keys(this.state.visibleGroups)) {
- this.state.visibleGroups[k] = true;
- }
- this._renderMarkers();
- }
-
- showTodayOnly() {
- for (const k of Object.keys(this.state.visibleGroups)) {
- this.state.visibleGroups[k] = k === GROUP_TODAY;
- }
- this._renderMarkers();
- }
-
- // ── Top bar actions ─────────────────────────────────────────────
- toggleTraffic() {
- this.state.showTraffic = !this.state.showTraffic;
- if (this.trafficLayer) {
- this.trafficLayer.setMap(this.state.showTraffic ? this.map : null);
- }
- }
- toggleTasks() {
- this.state.showTasks = !this.state.showTasks;
- this._renderMarkers();
- }
- toggleTechnicians() {
- this.state.showTechnicians = !this.state.showTechnicians;
- this._renderMarkers();
- }
- onRefresh() {
- this.state.loading = true;
- this._loadAndRender();
- }
- openTask(taskId) {
- this.actionService.switchView("form", { resId: taskId });
- }
- createNewTask() {
- this.actionService.doAction({
- type: "ir.actions.act_window",
- res_model: "fusion.technician.task",
- views: [[false, "form"]],
- target: "new",
- context: { default_task_type: "delivery", dialog_size: "extra-large" },
- }, {
- onClose: () => {
- // Refresh map data after dialog closes (task may have been created)
- this.onRefresh();
- },
- });
- }
-}
-
-window.__fusionMapOpenTask = () => {};
-
-// ── Minimal ArchParser for
- #${task._scheduleNum} ${task.name}
-
-
- ${task._statusLabel}
-
-
-
-
- Client: ${task._clientName}
- Type: ${task._typeLbl}
- Technician: ${task._techName}
- Date: ${task.scheduled_date || ""}
- Time: ${task._timeRange}
- ${task.address_display ? `Address: ${task.address_display}
` : ""}
- ${task.travel_time_minutes ? `Travel: ${task.travel_time_minutes} min
` : ""}
-
-
-
- Navigate →
-
-
-