feat(claims): three-mode Application Received wizard
Adds intake_mode (bundled / separate / remote) so staff can mark applications received with a single bundled PDF, the existing separate-pages-file flow, or a pending remote signature. Folds in content-based PDF validation, a friendlier status-gate message, and a page-count helper for the original application. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
gsinghpal
@@ -1,3 +1,4 @@
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# -*- coding: utf-8 -*-
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from . import test_signed_pages_gate
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from . import test_application_received_wizard
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191
fusion_claims/tests/test_application_received_wizard.py
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191
fusion_claims/tests/test_application_received_wizard.py
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@@ -0,0 +1,191 @@
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# -*- coding: utf-8 -*-
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import base64
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from odoo.exceptions import UserError
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from odoo.tests.common import TransactionCase, tagged
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PDF_BYTES = b'%PDF-1.4\n%fake pdf for tests'
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NOT_PDF_BYTES = b'this is not a pdf'
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def _b64(data):
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return base64.b64encode(data)
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@tagged('-at_install', 'post_install', 'fusion_claims')
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class TestApplicationReceivedWizard(TransactionCase):
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@classmethod
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def setUpClass(cls):
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super().setUpClass()
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cls.partner = cls.env['res.partner'].create({'name': 'ARW Test Client'})
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def _make_order(self):
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return self.env['sale.order'].create({
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'partner_id': self.partner.id,
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'x_fc_adp_application_status': 'waiting_for_application',
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})
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def _open_wizard(self, order, vals=None):
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wizard = self.env['fusion_claims.application.received.wizard'].with_context(
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active_id=order.id, active_model='sale.order',
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).create({
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'sale_order_id': order.id,
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**(vals or {}),
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})
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return wizard
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# ---- bundled mode ----
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def test_bundled_mode_marks_received_with_only_original(self):
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order = self._make_order()
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wizard = self._open_wizard(order, {
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'intake_mode': 'bundled',
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'original_application': _b64(PDF_BYTES),
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'original_application_filename': 'app.pdf',
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})
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wizard.action_confirm()
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self.assertEqual(order.x_fc_adp_application_status, 'application_received')
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self.assertTrue(order.x_fc_pages_11_12_in_original)
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self.assertFalse(order.x_fc_signed_pages_11_12)
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self.assertTrue(order.x_fc_has_signed_pages_11_12)
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# ---- separate mode ----
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def test_separate_mode_requires_signed_pages(self):
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order = self._make_order()
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wizard = self._open_wizard(order, {
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'intake_mode': 'separate',
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'original_application': _b64(PDF_BYTES),
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'original_application_filename': 'app.pdf',
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})
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with self.assertRaises(UserError):
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wizard.action_confirm()
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def test_separate_mode_writes_both_files(self):
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order = self._make_order()
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wizard = self._open_wizard(order, {
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'intake_mode': 'separate',
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'original_application': _b64(PDF_BYTES),
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'original_application_filename': 'app.pdf',
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'signed_pages_11_12': _b64(PDF_BYTES),
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'signed_pages_filename': 'p11_12.pdf',
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})
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wizard.action_confirm()
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self.assertEqual(order.x_fc_adp_application_status, 'application_received')
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self.assertFalse(order.x_fc_pages_11_12_in_original)
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self.assertTrue(order.x_fc_signed_pages_11_12)
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# ---- remote mode ----
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def test_remote_mode_requires_sent_or_signed_request(self):
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order = self._make_order()
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wizard = self._open_wizard(order, {
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'intake_mode': 'remote',
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'original_application': _b64(PDF_BYTES),
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'original_application_filename': 'app.pdf',
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})
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with self.assertRaises(UserError):
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wizard.action_confirm()
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def test_remote_mode_passes_when_request_sent(self):
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order = self._make_order()
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self.env['fusion.page11.sign.request'].create({
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'sale_order_id': order.id,
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'signer_email': 'sign@example.com',
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'signer_type': 'client',
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'state': 'sent',
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})
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wizard = self._open_wizard(order, {
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'intake_mode': 'remote',
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'original_application': _b64(PDF_BYTES),
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'original_application_filename': 'app.pdf',
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})
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wizard.action_confirm()
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self.assertEqual(order.x_fc_adp_application_status, 'application_received')
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self.assertFalse(order.x_fc_pages_11_12_in_original)
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# ---- PDF magic-byte check ----
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def test_non_pdf_original_is_rejected(self):
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order = self._make_order()
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wizard = self._open_wizard(order, {
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'intake_mode': 'bundled',
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'original_application': _b64(NOT_PDF_BYTES),
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'original_application_filename': 'fake.pdf',
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})
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with self.assertRaises(UserError):
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wizard.action_confirm()
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def test_non_pdf_signed_pages_is_rejected(self):
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order = self._make_order()
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wizard = self._open_wizard(order, {
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'intake_mode': 'separate',
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'original_application': _b64(PDF_BYTES),
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'original_application_filename': 'app.pdf',
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'signed_pages_11_12': _b64(NOT_PDF_BYTES),
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'signed_pages_filename': 'p11_12.pdf',
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})
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with self.assertRaises(UserError):
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wizard.action_confirm()
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# ---- status gate ----
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def test_blocks_from_wrong_status(self):
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order = self._make_order()
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order.x_fc_adp_application_status = 'submitted'
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wizard = self._open_wizard(order, {
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'intake_mode': 'bundled',
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'original_application': _b64(PDF_BYTES),
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'original_application_filename': 'app.pdf',
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})
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with self.assertRaises(UserError):
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wizard.action_confirm()
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# ---- default_get picks initial mode ----
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def _get_defaults(self, order, fields_list=('intake_mode',)):
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return self.env['fusion_claims.application.received.wizard'].with_context(
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active_id=order.id, active_model='sale.order',
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).default_get(list(fields_list))
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def test_default_intake_mode_bundled_on_fresh_order(self):
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order = self._make_order()
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defaults = self._get_defaults(order)
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self.assertEqual(defaults.get('intake_mode'), 'bundled')
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def test_default_intake_mode_bundled_when_flag_set(self):
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order = self._make_order()
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order.x_fc_pages_11_12_in_original = True
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defaults = self._get_defaults(order)
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self.assertEqual(defaults.get('intake_mode'), 'bundled')
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def test_default_intake_mode_separate_when_file_present(self):
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order = self._make_order()
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order.x_fc_signed_pages_11_12 = _b64(PDF_BYTES)
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order.x_fc_signed_pages_filename = 'p.pdf'
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defaults = self._get_defaults(order)
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self.assertEqual(defaults.get('intake_mode'), 'separate')
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def test_default_intake_mode_remote_when_request_pending(self):
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order = self._make_order()
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self.env['fusion.page11.sign.request'].create({
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'sale_order_id': order.id,
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'signer_email': 'a@b.com',
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'signer_type': 'client',
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'state': 'sent',
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})
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defaults = self._get_defaults(order)
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self.assertEqual(defaults.get('intake_mode'), 'remote')
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# ---- chatter ----
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def test_chatter_message_mentions_bundled(self):
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order = self._make_order()
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wizard = self._open_wizard(order, {
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'intake_mode': 'bundled',
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'original_application': _b64(PDF_BYTES),
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'original_application_filename': 'app.pdf',
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})
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wizard.action_confirm()
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messages = order.message_ids.mapped('body')
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self.assertTrue(
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any('bundled' in (m or '').lower() or 'included in original' in (m or '').lower()
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for m in messages),
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f"Expected bundled-mode chatter; got: {messages}",
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)
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@@ -1,14 +1,23 @@
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# -*- coding: utf-8 -*-
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# Copyright 2024-2025 Nexa Systems Inc.
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# Copyright 2024-2026 Nexa Systems Inc.
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# License OPL-1 (Odoo Proprietary License v1.0)
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import base64
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import logging
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from datetime import date
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from markupsafe import Markup
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from odoo import models, fields, api, _
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from odoo.exceptions import UserError
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from markupsafe import Markup
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import logging
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_logger = logging.getLogger(__name__)
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try:
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import pdfrw
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except ImportError: # pragma: no cover
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pdfrw = None
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class ApplicationReceivedWizard(models.TransientModel):
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"""Wizard to upload ADP application documents when application is received."""
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@@ -21,25 +30,43 @@ class ApplicationReceivedWizard(models.TransientModel):
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required=True,
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readonly=True,
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)
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intake_mode = fields.Selection(
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selection=[
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('bundled', 'Pages 11 & 12 are INCLUDED in the original application'),
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('separate', 'Pages 11 & 12 are a SEPARATE file'),
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('remote', 'Pages 11 & 12 will be SIGNED REMOTELY'),
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],
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string='Intake Mode',
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required=True,
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default='bundled',
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help=(
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'Bundled: a single PDF that already contains the signed pages 11 & 12.\n'
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'Separate: original application + a separate PDF with the signed pages 11 & 12.\n'
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'Remote: send Page 11 to a family member / agent for digital signing.'
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),
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)
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# Document uploads
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original_application = fields.Binary(
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string='Original ADP Application',
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required=True,
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help='Upload the original ADP application PDF received from the client',
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)
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original_application_filename = fields.Char(
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string='Application Filename',
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original_application_filename = fields.Char(string='Application Filename')
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original_page_count = fields.Integer(
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string='Original PDF Page Count',
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compute='_compute_original_page_count',
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help='Number of pages detected in the uploaded original PDF.',
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)
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signed_pages_11_12 = fields.Binary(
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string='Signed Pages 11 & 12',
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help='Upload the signed pages 11 and 12 from the application. '
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'Not required if a remote signing request has been sent.',
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)
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signed_pages_filename = fields.Char(
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string='Pages Filename',
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help='Upload the signed pages 11 and 12 from the application '
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'(only used in Separate-file mode).',
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)
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signed_pages_filename = fields.Char(string='Pages Filename')
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has_pending_page11_request = fields.Boolean(
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compute='_compute_has_pending_page11_request',
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@@ -47,12 +74,15 @@ class ApplicationReceivedWizard(models.TransientModel):
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has_signed_page11 = fields.Boolean(
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compute='_compute_has_pending_page11_request',
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)
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notes = fields.Text(
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string='Notes',
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help='Any notes about the received application',
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)
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# ------------------------------------------------------------------
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# COMPUTED
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# ------------------------------------------------------------------
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@api.depends('sale_order_id')
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def _compute_has_pending_page11_request(self):
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for wiz in self:
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@@ -70,103 +100,136 @@ class ApplicationReceivedWizard(models.TransientModel):
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wiz.has_pending_page11_request = False
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wiz.has_signed_page11 = False
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@api.depends('original_application')
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def _compute_original_page_count(self):
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for wiz in self:
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wiz.original_page_count = wiz._count_pdf_pages(wiz.original_application)
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@staticmethod
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def _count_pdf_pages(b64_data):
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"""Return PDF page count, or 0 if unknown/unparseable."""
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if not b64_data or pdfrw is None:
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return 0
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try:
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raw = base64.b64decode(b64_data)
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reader = pdfrw.PdfReader(fdata=raw)
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return len(reader.pages) if reader and reader.pages else 0
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except Exception: # pragma: no cover (corrupted PDFs)
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return 0
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# ------------------------------------------------------------------
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# DEFAULTS
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# ------------------------------------------------------------------
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@api.model
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def default_get(self, fields_list):
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res = super().default_get(fields_list)
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active_id = self._context.get('active_id')
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if active_id:
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order = self.env['sale.order'].browse(active_id)
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res['sale_order_id'] = order.id
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if order.x_fc_original_application:
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res['original_application'] = order.x_fc_original_application
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res['original_application_filename'] = order.x_fc_original_application_filename
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if order.x_fc_signed_pages_11_12:
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res['signed_pages_11_12'] = order.x_fc_signed_pages_11_12
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res['signed_pages_filename'] = order.x_fc_signed_pages_filename
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if not active_id:
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return res
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order = self.env['sale.order'].browse(active_id)
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res['sale_order_id'] = order.id
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if order.x_fc_original_application:
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res['original_application'] = order.x_fc_original_application
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res['original_application_filename'] = order.x_fc_original_application_filename
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if order.x_fc_signed_pages_11_12:
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res['signed_pages_11_12'] = order.x_fc_signed_pages_11_12
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res['signed_pages_filename'] = order.x_fc_signed_pages_filename
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# Choose initial intake mode based on order state.
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if order.x_fc_pages_11_12_in_original:
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res['intake_mode'] = 'bundled'
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elif order.x_fc_signed_pages_11_12:
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res['intake_mode'] = 'separate'
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elif order.page11_sign_request_ids.filtered(
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lambda r: r.state in ('sent', 'signed')
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):
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res['intake_mode'] = 'remote'
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else:
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res['intake_mode'] = 'bundled'
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return res
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# ------------------------------------------------------------------
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# CONSTRAINTS (filename defence-in-depth)
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# ------------------------------------------------------------------
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@api.constrains('original_application_filename')
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def _check_application_file_type(self):
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for wizard in self:
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if wizard.original_application_filename:
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if not wizard.original_application_filename.lower().endswith('.pdf'):
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raise UserError(
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"Original Application must be a PDF file.\n"
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f"Uploaded file: '{wizard.original_application_filename}'"
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)
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name = wizard.original_application_filename
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if name and not name.lower().endswith('.pdf'):
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raise UserError(
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f"Original Application must be a PDF file.\n"
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f"Uploaded file: '{name}'"
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)
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@api.constrains('signed_pages_filename')
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def _check_pages_file_type(self):
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for wizard in self:
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if wizard.signed_pages_filename:
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if not wizard.signed_pages_filename.lower().endswith('.pdf'):
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raise UserError(
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"Signed Pages 11 & 12 must be a PDF file.\n"
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f"Uploaded file: '{wizard.signed_pages_filename}'"
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)
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name = wizard.signed_pages_filename
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if name and not name.lower().endswith('.pdf'):
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raise UserError(
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f"Signed Pages 11 & 12 must be a PDF file.\n"
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f"Uploaded file: '{name}'"
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)
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# ------------------------------------------------------------------
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# ACTIONS
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# ------------------------------------------------------------------
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def action_confirm(self):
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"""Save documents and mark application as received."""
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self.ensure_one()
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order = self.sale_order_id
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if order.x_fc_adp_application_status not in ('assessment_completed', 'waiting_for_application'):
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raise UserError("Can only receive application from 'Waiting for Application' status.")
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if order.x_fc_adp_application_status not in (
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'assessment_completed', 'waiting_for_application',
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):
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raise UserError(
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"Can only mark application received from 'Assessment Completed' "
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"or 'Waiting for Application' status."
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)
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if not self.original_application:
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raise UserError("Please upload the Original ADP Application.")
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page11_covered = bool(
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self.signed_pages_11_12
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or order.x_fc_signed_pages_11_12
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or order.page11_sign_request_ids.filtered(
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lambda r: r.state in ('sent', 'signed')
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)
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)
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if not page11_covered:
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raise UserError(
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"Signed Pages 11 & 12 are required.\n\n"
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"You can either upload the file here, or use the "
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"'Request Page 11 Signature' button on the sale order "
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"to send it for remote signing before confirming."
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)
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self._validate_pdf_bytes(self.original_application, 'Original ADP Application')
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vals = {
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'x_fc_adp_application_status': 'application_received',
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'x_fc_original_application': self.original_application,
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'x_fc_original_application_filename': self.original_application_filename,
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'x_fc_pages_11_12_in_original': (self.intake_mode == 'bundled'),
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}
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if self.signed_pages_11_12:
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vals['x_fc_signed_pages_11_12'] = self.signed_pages_11_12
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vals['x_fc_signed_pages_filename'] = self.signed_pages_filename
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if self.intake_mode == 'separate':
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if not (self.signed_pages_11_12 or order.x_fc_signed_pages_11_12):
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raise UserError(
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"Signed Pages 11 & 12 file is required when "
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"'Separate file' mode is selected."
|
||||
)
|
||||
if self.signed_pages_11_12:
|
||||
self._validate_pdf_bytes(
|
||||
self.signed_pages_11_12, 'Signed Pages 11 & 12',
|
||||
)
|
||||
vals['x_fc_signed_pages_11_12'] = self.signed_pages_11_12
|
||||
vals['x_fc_signed_pages_filename'] = self.signed_pages_filename
|
||||
|
||||
elif self.intake_mode == 'remote':
|
||||
has_request = order.page11_sign_request_ids.filtered(
|
||||
lambda r: r.state in ('sent', 'signed')
|
||||
)
|
||||
if not has_request:
|
||||
raise UserError(
|
||||
"No remote-signing request found. Click "
|
||||
"'Request Remote Signature' first, or pick a different mode."
|
||||
)
|
||||
|
||||
order.with_context(skip_status_validation=True).write(vals)
|
||||
|
||||
# Post to chatter
|
||||
from datetime import date
|
||||
notes_html = f'<p style="margin: 4px 0 0 0;"><strong>Notes:</strong> {self.notes}</p>' if self.notes else ''
|
||||
|
||||
order.message_post(
|
||||
body=Markup(
|
||||
'<div style="background: #e8f4fd; border-left: 4px solid #17a2b8; padding: 12px; margin: 8px 0; border-radius: 4px;">'
|
||||
'<h4 style="color: #17a2b8; margin: 0 0 8px 0;"><i class="fa fa-file-text-o"/> Application Received</h4>'
|
||||
f'<p style="margin: 0;"><strong>Date:</strong> {date.today().strftime("%B %d, %Y")}</p>'
|
||||
'<p style="margin: 8px 0 4px 0;"><strong>Documents Uploaded:</strong></p>'
|
||||
'<ul style="margin: 0; padding-left: 20px;">'
|
||||
f'<li><i class="fa fa-check text-success"/> Original ADP Application: {self.original_application_filename}</li>'
|
||||
f'<li><i class="fa fa-check text-success"/> Signed Pages 11 & 12: {self.signed_pages_filename}</li>'
|
||||
'</ul>'
|
||||
f'{notes_html}'
|
||||
'</div>'
|
||||
),
|
||||
message_type='notification',
|
||||
subtype_xmlid='mail.mt_note',
|
||||
)
|
||||
|
||||
self._post_chatter(order)
|
||||
return {'type': 'ir.actions.act_window_close'}
|
||||
|
||||
def action_request_page11_signature(self):
|
||||
"""Open the Page 11 remote signing wizard from within the Application Received wizard."""
|
||||
"""Open the Page 11 remote signing wizard from within this wizard."""
|
||||
self.ensure_one()
|
||||
return {
|
||||
'type': 'ir.actions.act_window',
|
||||
@@ -176,3 +239,66 @@ class ApplicationReceivedWizard(models.TransientModel):
|
||||
'target': 'new',
|
||||
'context': {'default_sale_order_id': self.sale_order_id.id},
|
||||
}
|
||||
|
||||
# ------------------------------------------------------------------
|
||||
# HELPERS
|
||||
# ------------------------------------------------------------------
|
||||
@staticmethod
|
||||
def _validate_pdf_bytes(b64_data, label):
|
||||
"""Raise UserError if the uploaded binary is not a real PDF."""
|
||||
if not b64_data:
|
||||
return
|
||||
try:
|
||||
head = base64.b64decode(b64_data)[:5]
|
||||
except Exception:
|
||||
raise UserError(f"{label}: could not decode uploaded file.")
|
||||
if head != b'%PDF-':
|
||||
raise UserError(
|
||||
f"{label} must be a PDF file "
|
||||
f"(content check failed — the file does not start with %PDF-)."
|
||||
)
|
||||
|
||||
def _post_chatter(self, order):
|
||||
"""Post a mode-aware Application Received message to the chatter."""
|
||||
self.ensure_one()
|
||||
mode = self.intake_mode
|
||||
if mode == 'bundled':
|
||||
headline = 'Application Received — bundled'
|
||||
detail = 'Pages 11 & 12 included in original PDF'
|
||||
elif mode == 'separate':
|
||||
headline = 'Application Received — separate files'
|
||||
detail = 'Original + separate signed pages uploaded'
|
||||
else: # remote
|
||||
n = len(order.page11_sign_request_ids.filtered(
|
||||
lambda r: r.state in ('sent', 'signed')
|
||||
))
|
||||
headline = 'Application Received — remote signature pending'
|
||||
detail = f'Page 11 sent for remote signature ({n} request(s) outstanding)'
|
||||
|
||||
notes_html = (
|
||||
f'<p style="margin: 4px 0 0 0;"><strong>Notes:</strong> {self.notes}</p>'
|
||||
if self.notes else ''
|
||||
)
|
||||
body = Markup(
|
||||
'<div style="background:#e8f4fd;border-left:4px solid #17a2b8;'
|
||||
'padding:12px;margin:8px 0;border-radius:4px;">'
|
||||
'<h4 style="color:#17a2b8;margin:0 0 8px 0;">'
|
||||
'<i class="fa fa-file-text-o"/> {headline}</h4>'
|
||||
'<p style="margin:0;"><strong>Date:</strong> {today}</p>'
|
||||
'<p style="margin:8px 0 4px 0;">{detail}</p>'
|
||||
'<p style="margin:0;color:#666;">'
|
||||
'Original: {orig_name}</p>'
|
||||
'{notes}'
|
||||
'</div>'
|
||||
).format(
|
||||
headline=headline,
|
||||
today=date.today().strftime('%B %d, %Y'),
|
||||
detail=detail,
|
||||
orig_name=self.original_application_filename or '(no filename)',
|
||||
notes=notes_html,
|
||||
)
|
||||
order.message_post(
|
||||
body=body,
|
||||
message_type='notification',
|
||||
subtype_xmlid='mail.mt_note',
|
||||
)
|
||||
|
||||
Reference in New Issue
Block a user