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

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- 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
This commit is contained in:
Nexa Admin
2026-03-11 17:22:02 +00:00
parent 431052920e
commit f3766c2898
18 changed files with 733 additions and 2 deletions
Download Patch File Download Diff File Expand all files Collapse all files

14
fusion_claims/models/res_partner.py
View File

@@ -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:

37
fusion_claims/models/xml_parser.py
View File

@@ -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']