updates
This commit is contained in:
gsinghpal
@@ -6,15 +6,26 @@
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<field name="name">fusion.assessment.tree</field>
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<field name="model">fusion.assessment</field>
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<field name="arch" type="xml">
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<list string="Assessments" decoration-info="state == 'draft'" decoration-warning="state == 'pending_signature'" decoration-success="state == 'completed'" decoration-muted="state == 'cancelled'">
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<list string="Assessments" default_order="assessment_date desc, id desc"
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decoration-info="state == 'draft'"
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decoration-warning="state == 'pending_signature'"
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decoration-success="state == 'completed'"
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decoration-muted="state == 'cancelled'">
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<field name="reference"/>
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<field name="client_name"/>
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<field name="equipment_type" optional="show"/>
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<field name="client_type" optional="show"/>
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<field name="assessment_date"/>
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<field name="sales_rep_id"/>
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<field name="authorizer_id"/>
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<field name="state" widget="badge" decoration-info="state == 'draft'" decoration-warning="state == 'pending_signature'" decoration-success="state == 'completed'" decoration-danger="state == 'cancelled'"/>
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<field name="signatures_complete" widget="boolean"/>
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<field name="sale_order_id"/>
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<field name="reason_for_application" optional="hide"/>
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<field name="state" widget="badge"
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decoration-info="state == 'draft'"
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decoration-warning="state == 'pending_signature'"
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decoration-success="state == 'completed'"
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decoration-danger="state == 'cancelled'"/>
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<field name="signatures_complete" widget="boolean" optional="show"/>
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<field name="sale_order_id" optional="show"/>
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</list>
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</field>
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</record>
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@@ -26,124 +37,310 @@
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<field name="arch" type="xml">
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<form string="Assessment">
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<header>
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<button name="action_mark_pending_signature" type="object" string="Mark Pending Signature" class="btn-primary" invisible="state != 'draft'"/>
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<button name="action_complete" type="object" string="Complete Assessment" class="btn-success" invisible="state not in ['draft', 'pending_signature']"/>
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<button name="action_cancel" type="object" string="Cancel" invisible="state in ['completed', 'cancelled']"/>
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<button name="action_reset_draft" type="object" string="Reset to Draft" invisible="state != 'cancelled'"/>
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<field name="state" widget="statusbar" statusbar_visible="draft,pending_signature,completed"/>
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<button name="action_mark_pending_signature" type="object"
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string="Mark Pending Signature" class="btn-primary"
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invisible="state != 'draft'"/>
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<button name="action_complete" type="object"
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string="Complete Assessment" class="btn-success"
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invisible="state not in ['draft', 'pending_signature']"/>
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<button name="action_complete_express" type="object"
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string="Express Complete" class="btn-warning"
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invisible="state not in ['draft', 'pending_signature']"
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confirm="This will complete the assessment without requiring signatures. Continue?"/>
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<button name="action_cancel" type="object"
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string="Cancel"
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invisible="state in ['completed', 'cancelled']"/>
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<button name="action_reset_draft" type="object"
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string="Reset to Draft"
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invisible="state != 'cancelled'"/>
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<field name="state" widget="statusbar"
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statusbar_visible="draft,pending_signature,completed"/>
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</header>
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<sheet>
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<div class="oe_button_box" name="button_box">
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<button name="action_view_documents" type="object" class="oe_stat_button" icon="fa-file-pdf-o">
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<button name="action_view_documents" type="object"
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class="oe_stat_button" icon="fa-file-pdf-o">
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<field name="document_count" string="Documents" widget="statinfo"/>
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</button>
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<button name="action_view_sale_order" type="object" class="oe_stat_button" icon="fa-shopping-cart" invisible="not sale_order_id">
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<button name="action_view_sale_order" type="object"
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class="oe_stat_button" icon="fa-shopping-cart"
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invisible="not sale_order_id">
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<span class="o_stat_text">Sale Order</span>
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</button>
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</div>
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<div class="oe_title">
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<widget name="web_ribbon" title="Completed" bg_color="text-bg-success"
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invisible="state != 'completed'"/>
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<widget name="web_ribbon" title="Cancelled" bg_color="text-bg-danger"
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invisible="state != 'cancelled'"/>
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<div class="oe_title mb-3">
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<h1>
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<field name="reference" readonly="1"/>
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<field name="reference" readonly="1" class="me-3"/>
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</h1>
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<h2 class="text-muted" invisible="not client_name">
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<field name="client_name" readonly="1"/>
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</h2>
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</div>
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<!-- ============ TOP SUMMARY ============ -->
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<group>
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<group string="Client Information">
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<field name="client_name"/>
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<field name="client_first_name"/>
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<field name="client_last_name"/>
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<field name="client_phone"/>
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<field name="client_mobile"/>
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<field name="client_email"/>
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<field name="client_dob"/>
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<field name="client_health_card"/>
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<group string="Equipment">
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<field name="equipment_type"/>
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<field name="rollator_type" invisible="equipment_type != 'rollator'"/>
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<field name="wheelchair_type" invisible="equipment_type != 'wheelchair'"/>
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<field name="powerchair_type" invisible="equipment_type != 'powerchair'"/>
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<field name="client_type"/>
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<field name="reason_for_application"/>
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<field name="previous_funding_date"
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invisible="reason_for_application not in ['replace_status','replace_size','replace_worn','replace_lost','replace_stolen','replace_damaged','replace_no_longer_meets']"/>
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</group>
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<group string="Address">
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<field name="client_street"/>
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<field name="client_city"/>
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<field name="client_state"/>
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<field name="client_postal_code"/>
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<field name="client_country_id"/>
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</group>
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</group>
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<group>
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<group string="Assessment Details">
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<group string="Assessment Info">
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<field name="assessment_date"/>
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<field name="assessment_location"/>
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<field name="assessment_location_notes"/>
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</group>
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<group string="Participants">
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<field name="sales_rep_id"/>
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<field name="authorizer_id"/>
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<field name="partner_id"/>
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<field name="create_new_partner"/>
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<field name="sale_order_id" readonly="1"/>
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</group>
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</group>
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<group>
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<group string="Client References">
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<field name="client_reference_1"/>
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<field name="client_reference_2"/>
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</group>
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</group>
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<notebook>
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<page string="Wheelchair Specifications" name="specs">
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<!-- ============ CLIENT INFORMATION ============ -->
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<page string="Client" name="client_info">
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<group>
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<group string="Seat Measurements">
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<group string="Personal Details">
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<field name="client_first_name"/>
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<field name="client_middle_name"/>
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<field name="client_last_name"/>
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<field name="client_dob"/>
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<field name="client_phone"/>
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<field name="client_mobile"/>
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<field name="client_email" widget="email"/>
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</group>
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<group string="Health Card">
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<field name="client_health_card"/>
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<field name="client_health_card_version"/>
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<field name="client_weight"/>
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<field name="client_height"/>
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</group>
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</group>
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<group>
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<group string="Address">
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<field name="client_street"/>
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<field name="client_unit"/>
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<field name="client_city"/>
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<field name="client_state"/>
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<field name="client_postal_code"/>
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<field name="client_country_id"/>
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</group>
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<group string="References & Linking">
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<field name="client_reference_1"/>
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<field name="client_reference_2"/>
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<field name="partner_id"/>
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<field name="create_new_partner"/>
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</group>
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</group>
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</page>
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<!-- ============ MEASUREMENTS & SPECS ============ -->
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<page string="Measurements" name="measurements">
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<!-- Rollator Measurements -->
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<group string="Rollator Measurements"
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invisible="equipment_type != 'rollator'">
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<group>
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<field name="rollator_handle_height"/>
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<field name="rollator_seat_height"/>
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</group>
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<group>
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<field name="rollator_addons" placeholder="e.g. Basket, Tray, Backrest pad..."/>
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</group>
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</group>
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<!-- Wheelchair / Powerchair Measurements -->
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<group string="Seat Measurements"
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invisible="equipment_type not in ['wheelchair', 'powerchair']">
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<group>
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<field name="seat_width"/>
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<field name="seat_depth"/>
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<field name="seat_to_floor_height"/>
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<field name="seat_angle"/>
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</group>
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<group string="Back & Arms">
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<group>
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<field name="back_height"/>
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<field name="back_angle"/>
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<field name="armrest_height"/>
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<field name="footrest_length"/>
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</group>
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</group>
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<group>
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<group string="Overall Dimensions">
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<group string="Leg & Foot"
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invisible="equipment_type not in ['wheelchair', 'powerchair']">
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<group>
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<field name="footrest_length"/>
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<field name="legrest_length"/>
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<field name="cane_height"/>
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</group>
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</group>
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<group string="Overall Dimensions"
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invisible="equipment_type not in ['wheelchair', 'powerchair']">
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<group>
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<field name="overall_width"/>
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<field name="overall_length"/>
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<field name="overall_height"/>
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</group>
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<group string="Client Measurements">
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<field name="client_weight"/>
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<field name="client_height"/>
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</group>
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</page>
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<!-- ============ OPTIONS & ACCESSORIES ============ -->
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<page string="Options" name="options" invisible="equipment_type not in ['wheelchair', 'powerchair']">
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<group invisible="equipment_type != 'wheelchair'">
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<group string="Frame Options">
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<field name="frame_options" nolabel="1"
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placeholder="e.g. Recliner Option, Dynamic Tilt Frame, Titanium Frame"/>
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</group>
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<group string="Wheel Options">
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<field name="wheel_options" nolabel="1"
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placeholder="e.g. Quick Release Axle, Mag Wheels, Anti-Tip..."/>
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</group>
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</group>
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<group invisible="equipment_type != 'wheelchair'">
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<group string="Legrest Accessories">
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<field name="legrest_options" nolabel="1"
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placeholder="e.g. Elevating Legrest, Swing Away..."/>
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</group>
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<group string="Additional ADP Options">
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<field name="additional_adp_options" nolabel="1"/>
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</group>
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</group>
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<group invisible="equipment_type != 'powerchair'">
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<group string="Powerchair Options">
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<field name="powerchair_options" nolabel="1"/>
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</group>
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<group string="Specialty Controls">
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<field name="specialty_controls" nolabel="1"
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placeholder="Rationale required for specialty components"/>
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</group>
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</group>
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<group>
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<group string="Seating">
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<field name="seatbelt_type"/>
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<field name="cushion_info"/>
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<field name="backrest_info"/>
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</group>
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<group string="Additional Customization">
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<field name="additional_customization" nolabel="1"
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placeholder="Free-form notes for any customization..."/>
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</group>
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</group>
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</page>
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<!-- ============ PRODUCT TYPES ============ -->
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<page string="Product Types" name="products">
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<group>
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<group>
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<group string="Cushion">
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<field name="cushion_type"/>
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<field name="cushion_notes"/>
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<field name="cushion_notes" placeholder="Cushion details..."
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invisible="not cushion_type"/>
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</group>
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<group string="Backrest">
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<field name="backrest_type"/>
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<field name="backrest_notes"/>
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<field name="backrest_notes" placeholder="Backrest details..."
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invisible="not backrest_type"/>
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</group>
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</group>
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<group>
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<group string="Frame">
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<field name="frame_type"/>
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<field name="frame_notes" placeholder="Frame details..."
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invisible="not frame_type"/>
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</group>
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<group string="Wheels">
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<field name="wheel_type"/>
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<field name="wheel_notes" placeholder="Wheel details..."
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invisible="not wheel_type"/>
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</group>
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</group>
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</page>
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<!-- ============ CLINICAL NOTES ============ -->
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<page string="Clinical Notes" name="needs">
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<group>
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<group>
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<field name="diagnosis" placeholder="Relevant medical diagnosis or conditions..."/>
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</group>
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<group>
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<field name="frame_type"/>
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<field name="frame_notes"/>
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<field name="wheel_type"/>
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<field name="wheel_notes"/>
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<field name="mobility_notes" placeholder="Document mobility needs and challenges..."/>
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</group>
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</group>
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<group>
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<group>
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<field name="accessibility_notes" placeholder="Accessibility requirements and home environment..."/>
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</group>
|
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<group>
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<field name="special_requirements" placeholder="Any special requirements or customizations..."/>
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</group>
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</group>
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</page>
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|
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<page string="Needs & Requirements" name="needs">
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|
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<!-- ============ KEY DATES ============ -->
|
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<page string="Dates" name="dates">
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<group>
|
||||
<field name="diagnosis"/>
|
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<field name="mobility_notes"/>
|
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<field name="accessibility_notes"/>
|
||||
<field name="special_requirements"/>
|
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<group string="Assessment Period">
|
||||
<field name="assessment_start_date"/>
|
||||
<field name="assessment_end_date"/>
|
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</group>
|
||||
<group string="Authorization">
|
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<field name="claim_authorization_date"/>
|
||||
</group>
|
||||
</group>
|
||||
</page>
|
||||
|
||||
|
||||
<!-- ============ CONSENT & DECLARATION (PAGE 11) ============ -->
|
||||
<page string="Consent & Declaration" name="consent">
|
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<group>
|
||||
<group string="Consent Details">
|
||||
<field name="consent_signed_by"/>
|
||||
<field name="consent_declaration_accepted"/>
|
||||
<field name="consent_date"/>
|
||||
</group>
|
||||
</group>
|
||||
|
||||
<group string="Agent Details"
|
||||
invisible="consent_signed_by != 'agent'">
|
||||
<group>
|
||||
<field name="agent_relationship"/>
|
||||
<field name="agent_first_name"/>
|
||||
<field name="agent_middle_initial"/>
|
||||
<field name="agent_last_name"/>
|
||||
</group>
|
||||
<group>
|
||||
<field name="agent_street_number"/>
|
||||
<field name="agent_street_name"/>
|
||||
<field name="agent_unit"/>
|
||||
<field name="agent_city"/>
|
||||
<field name="agent_province"/>
|
||||
<field name="agent_postal_code"/>
|
||||
</group>
|
||||
</group>
|
||||
<group string="Agent Contact"
|
||||
invisible="consent_signed_by != 'agent'">
|
||||
<group>
|
||||
<field name="agent_home_phone"/>
|
||||
<field name="agent_business_phone"/>
|
||||
<field name="agent_phone_ext"/>
|
||||
</group>
|
||||
</group>
|
||||
</page>
|
||||
|
||||
<!-- ============ SIGNATURES ============ -->
|
||||
<page string="Signatures" name="signatures">
|
||||
<group>
|
||||
<group string="Page 11 - Authorizer Signature">
|
||||
@@ -158,13 +355,17 @@
|
||||
</group>
|
||||
</group>
|
||||
<group>
|
||||
<field name="signatures_complete"/>
|
||||
<field name="signatures_complete" readonly="1"/>
|
||||
<field name="signed_page_11_pdf" filename="signed_page_11_pdf_filename"
|
||||
invisible="not signed_page_11_pdf"/>
|
||||
<field name="signed_page_11_pdf_filename" invisible="1"/>
|
||||
</group>
|
||||
</page>
|
||||
|
||||
|
||||
<!-- ============ DOCUMENTS ============ -->
|
||||
<page string="Documents" name="documents">
|
||||
<field name="document_ids">
|
||||
<list string="Documents">
|
||||
<list string="Documents" editable="bottom">
|
||||
<field name="document_type"/>
|
||||
<field name="filename"/>
|
||||
<field name="revision"/>
|
||||
@@ -173,27 +374,21 @@
|
||||
</list>
|
||||
</field>
|
||||
</page>
|
||||
|
||||
|
||||
<!-- ============ COMMENTS ============ -->
|
||||
<page string="Comments" name="comments">
|
||||
<field name="comment_ids">
|
||||
<list string="Comments">
|
||||
<field name="create_date"/>
|
||||
<list string="Comments" editable="bottom">
|
||||
<field name="create_date" string="Date"/>
|
||||
<field name="author_id"/>
|
||||
<field name="comment"/>
|
||||
</list>
|
||||
</field>
|
||||
</page>
|
||||
|
||||
</notebook>
|
||||
|
||||
<group invisible="not sale_order_id">
|
||||
<field name="sale_order_id"/>
|
||||
</group>
|
||||
</sheet>
|
||||
<div class="oe_chatter">
|
||||
<field name="message_follower_ids"/>
|
||||
<field name="activity_ids"/>
|
||||
<field name="message_ids"/>
|
||||
</div>
|
||||
<chatter/>
|
||||
</form>
|
||||
</field>
|
||||
</record>
|
||||
@@ -207,8 +402,10 @@
|
||||
<field name="reference"/>
|
||||
<field name="client_name"/>
|
||||
<field name="client_email"/>
|
||||
<field name="client_health_card"/>
|
||||
<field name="sales_rep_id"/>
|
||||
<field name="authorizer_id"/>
|
||||
<field name="sale_order_id"/>
|
||||
<separator/>
|
||||
<filter string="In Progress" name="draft" domain="[('state', '=', 'draft')]"/>
|
||||
<filter string="Pending Signature" name="pending" domain="[('state', '=', 'pending_signature')]"/>
|
||||
@@ -216,11 +413,19 @@
|
||||
<filter string="Cancelled" name="cancelled" domain="[('state', '=', 'cancelled')]"/>
|
||||
<separator/>
|
||||
<filter string="My Assessments" name="my_assessments" domain="[('sales_rep_id', '=', uid)]"/>
|
||||
<filter string="Has Sale Order" name="has_so" domain="[('sale_order_id', '!=', False)]"/>
|
||||
<filter string="Signatures Pending" name="sigs_pending" domain="[('signatures_complete', '=', False), ('state', '!=', 'cancelled')]"/>
|
||||
<separator/>
|
||||
<filter string="Wheelchair" name="filter_wheelchair" domain="[('equipment_type', '=', 'wheelchair')]"/>
|
||||
<filter string="Powerchair" name="filter_powerchair" domain="[('equipment_type', '=', 'powerchair')]"/>
|
||||
<filter string="Rollator" name="filter_rollator" domain="[('equipment_type', '=', 'rollator')]"/>
|
||||
<separator/>
|
||||
<filter string="Status" name="group_state" context="{'group_by': 'state'}"/>
|
||||
<filter string="Equipment Type" name="group_equipment" context="{'group_by': 'equipment_type'}"/>
|
||||
<filter string="Client Type" name="group_client_type" context="{'group_by': 'client_type'}"/>
|
||||
<filter string="Sales Rep" name="group_sales_rep" context="{'group_by': 'sales_rep_id'}"/>
|
||||
<filter string="Authorizer" name="group_authorizer" context="{'group_by': 'authorizer_id'}"/>
|
||||
<filter string="Date" name="group_date" context="{'group_by': 'assessment_date:month'}"/>
|
||||
<filter string="Month" name="group_date" context="{'group_by': 'assessment_date:month'}"/>
|
||||
</search>
|
||||
</field>
|
||||
</record>
|
||||
@@ -237,8 +442,8 @@
|
||||
Create your first assessment
|
||||
</p>
|
||||
<p>
|
||||
Assessments are used to record wheelchair specifications and client needs.
|
||||
Once completed, they will create a draft sale order for review.
|
||||
Assessments record wheelchair, powerchair, and rollator specifications
|
||||
along with client needs. Once completed, a draft sale order is created.
|
||||
</p>
|
||||
</field>
|
||||
</record>
|
||||
@@ -248,7 +453,7 @@
|
||||
name="Assessments"
|
||||
parent="fusion_claims.menu_adp_claims_root"
|
||||
sequence="42"/>
|
||||
|
||||
|
||||
<menuitem id="menu_fusion_assessment_list"
|
||||
name="All Assessments"
|
||||
parent="menu_fusion_assessment_root"
|
||||
|
||||
Reference in New Issue
Block a user