feat: add x_fc_authorizer_number, x_fc_account_number, x_marked_for fields; auto-link authorizer from XML

- fusion_claims: added x_fc_authorizer_number to res.partner for ADP authorizer registration numbers
- fusion_claims: XML parser auto-links authorizer contact to sale order by ADP number
- fusion_claims: removed size=9 constraint from x_fc_odsp_member_id
- fusion_claims: authorizer number shown on OT/PT contact form
- fusion_so_to_po: added x_marked_for (Many2one) field definition on purchase.order
- fusion_so_to_po: added x_fc_account_number on res.partner for vendor account numbers

fusion_claims/models/res_partner.py

@@ -45,9 +45,8 @@ class ResPartner(models.Model):
     # ==========================================================================
     x_fc_odsp_member_id = fields.Char(
         string='ODSP Member ID',
-        size=9,
         tracking=True,
-        help='9-digit Ontario Disability Support Program Member ID',
+        help='Ontario Disability Support Program Member ID',
     )
     x_fc_case_worker_id = fields.Many2one(
         'res.partner',
@@ -69,6 +68,17 @@ class ResPartner(models.Model):
         store=True,
     )
 
+    # ==========================================================================
+    # AUTHORIZER FIELDS
+    # ==========================================================================
+    x_fc_authorizer_number = fields.Char(
+        string='ADP Authorizer Number',
+        tracking=True,
+        index=True,
+        help='ADP Registration Number for this authorizer (e.g. OT). '
+             'Used to auto-link authorizers when processing ADP XML files.',
+    )
+
     @api.depends('x_fc_contact_type')
     def _compute_is_odsp_office(self):
         for partner in self:

fusion_claims/models/xml_parser.py

@@ -66,6 +66,10 @@ class FusionXmlParser(models.AbstractModel):
         # Step 3: Create/update profile
         profile = self._find_or_create_profile(model_vals, sale_order)
 
+        # Step 3b: Auto-link authorizer on sale order by ADP number
+        if sale_order:
+            self._link_authorizer_by_adp_number(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
@@ -637,6 +641,39 @@ class FusionXmlParser(models.AbstractModel):
     # ------------------------------------------------------------------
     # PROFILE MANAGEMENT
     # ------------------------------------------------------------------
+    def _link_authorizer_by_adp_number(self, vals, sale_order):
+        """Auto-link the authorizer contact on the sale order using the ADP number from XML."""
+        adp_number = (vals.get('authorizer_adp_number') or '').strip()
+        if not adp_number or adp_number.upper() in ('NA', 'N/A', ''):
+            return
+
+        if sale_order.x_fc_authorizer_id:
+            return
+
+        Partner = self.env['res.partner']
+        authorizer = Partner.search([
+            ('x_fc_authorizer_number', '=', adp_number),
+        ], limit=1)
+
+        if not authorizer:
+            first = (vals.get('authorizer_first_name') or '').strip()
+            last = (vals.get('authorizer_last_name') or '').strip()
+            if first and last:
+                authorizer = Partner.search([
+                    '|',
+                    ('name', 'ilike', f'{first} {last}'),
+                    ('name', 'ilike', f'{last}, {first}'),
+                ], limit=1)
+                if authorizer and not authorizer.x_fc_authorizer_number:
+                    authorizer.write({'x_fc_authorizer_number': adp_number})
+
+        if authorizer:
+            sale_order.write({'x_fc_authorizer_id': authorizer.id})
+            _logger.info(
+                'Auto-linked authorizer %s (ADP# %s) to SO %s',
+                authorizer.name, adp_number, sale_order.name,
+            )
+
     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']

fusion_claims/views/res_partner_views.xml

@@ -16,6 +16,13 @@
                 <field name="x_fc_contact_type" placeholder="Select contact type..."/>
             </xpath>
 
+            <!-- Authorizer number for OTs/PTs/authorizer contacts -->
+            <xpath expr="//field[@name='x_fc_contact_type']" position="after">
+                <field name="x_fc_authorizer_number" string="ADP Reg. Number"
+                       invisible="x_fc_contact_type not in ('occupational_therapist', 'physiotherapist', 'adp_agent')"
+                       placeholder="e.g. 3000001234"/>
+            </xpath>
+
             <!-- ODSP section in notebook -->
             <xpath expr="//notebook" position="inside">
                 <page string="ODSP" name="odsp_info"