feat(fusion_portal): wire ADP/express into visit + portal entry tile + email consolidation

- express save captures visit_id; when visit-linked, action=submit saves the
  ADP assessment as a draft (signature + Page 11 PDF still captured) and returns
  to the visit instead of completing into a standalone SO, so the visit groups
  the ADP devices into one funding-routed order. Non-visit express flow unchanged.
- portal dashboard: featured 'Start a Visit' tile (sales reps) -> /my/visit/new.
- fix duplicate-authorizer email: _send_completion_notifications no longer
  re-emails the authorizer (already emailed with the full report by
  _send_assessment_completed_email); it now only notifies the client.
- visit grouped accessibility SOs now send one office completion email per SO.

Bump 19.0.2.10.0.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
This commit is contained in:
gsinghpal
2026-06-02 08:39:37 -04:00
parent 20de9a6b69
commit ed91135a3f
6 changed files with 90 additions and 17 deletions

View File

@@ -1486,20 +1486,18 @@ class FusionAssessment(models.Model):
})
def _send_completion_notifications(self):
"""Send email notifications when assessment is completed"""
"""Notify the CLIENT that the assessment is complete.
The authorizer, sales rep and office are already emailed (with the full
assessment report) by ``_send_assessment_completed_email`` inside
``_create_draft_sale_order``. This method used to ALSO send the
authorizer a second, template-only email — that duplicate is removed;
here we only notify the client.
"""
self.ensure_one()
# Send to authorizer
if self.authorizer_id and self.authorizer_id.email:
try:
template = self.env.ref('fusion_portal.mail_template_assessment_complete_authorizer', raise_if_not_found=False)
if template:
template.send_mail(self.id, force_send=True)
_logger.info(f"Sent assessment completion email to authorizer {self.authorizer_id.email}")
except Exception as e:
_logger.error(f"Failed to send authorizer notification: {e}")
# Send to client
# Send to client (authorizer/rep/office already emailed by
# _send_assessment_completed_email in _create_draft_sale_order)
if self.client_email:
try:
template = self.env.ref('fusion_portal.mail_template_assessment_complete_client', raise_if_not_found=False)

View File

@@ -184,6 +184,16 @@ class FusionAssessmentVisit(models.Model):
subtype_xmlid='mail.mt_note',
)
assessment.write({'state': 'completed'})
# One completion notification per SO (not per assessment) — mirrors the
# standalone accessibility completion's office email.
if accessibility_assessments:
try:
accessibility_assessments[0]._send_completion_email(sale_order)
except Exception as e:
_logger.warning(
"Visit %s: completion email failed for %s: %s",
self.name, sale_order.name, e,
)
_logger.info(
"Visit %s created %s sale order %s grouping %d accessibility assessment(s)",
self.name, sale_type, sale_order.name, len(accessibility_assessments),