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/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']