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This commit is contained in:
gsinghpal
2026-02-24 01:18:44 -05:00
parent e8e554de95
commit f85658c03a
41 changed files with 4440 additions and 119 deletions
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4
fusion_authorizer_portal/__manifest__.py
View File

@@ -1,7 +1,7 @@
# -*- coding: utf-8 -*- # -*- coding: utf-8 -*-
{ {
'name': 'Fusion Authorizer & Sales Portal', 'name': 'Fusion Authorizer & Sales Portal',
'version': '19.0.2.0.9', 'version': '19.0.2.2.0',
'category': 'Sales/Portal', 'category': 'Sales/Portal',
'summary': 'Portal for Authorizers (OTs) and Sales Reps with Assessment Forms', 'summary': 'Portal for Authorizers (OTs) and Sales Reps with Assessment Forms',
'description': """ 'description': """
@@ -66,6 +66,7 @@ This module provides external portal access for:
'views/res_partner_views.xml', 'views/res_partner_views.xml',
'views/sale_order_views.xml', 'views/sale_order_views.xml',
'views/assessment_views.xml', 'views/assessment_views.xml',
'views/loaner_checkout_views.xml',
'views/pdf_template_views.xml', 'views/pdf_template_views.xml',
# Portal Templates # Portal Templates
'views/portal_templates.xml', 'views/portal_templates.xml',
@@ -75,6 +76,7 @@ This module provides external portal access for:
'views/portal_accessibility_forms.xml', 'views/portal_accessibility_forms.xml',
'views/portal_technician_templates.xml', 'views/portal_technician_templates.xml',
'views/portal_book_assessment.xml', 'views/portal_book_assessment.xml',
'views/portal_repair_form.xml',
], ],
'assets': { 'assets': {
'web.assets_backend': [ 'web.assets_backend': [

1
fusion_authorizer_portal/controllers/__init__.py
View File

@@ -3,3 +3,4 @@
from . import portal_main from . import portal_main
from . import portal_assessment from . import portal_assessment
from . import pdf_editor from . import pdf_editor
from . import portal_repair

182
fusion_authorizer_portal/controllers/portal_repair.py Normal file
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@@ -0,0 +1,182 @@
# -*- coding: utf-8 -*-
# Copyright 2024-2026 Nexa Systems Inc.
# License OPL-1 (Odoo Proprietary License v1.0)
from odoo import http, _, fields
from odoo.http import request
import base64
import logging
_logger = logging.getLogger(__name__)
class LTCRepairPortal(http.Controller):
def _is_password_required(self):
password = request.env['ir.config_parameter'].sudo().get_param(
'fusion_claims.ltc_form_password', ''
)
return bool(password and password.strip())
def _process_photos(self, file_list, repair):
attachment_ids = []
for photo in file_list:
if photo and photo.filename:
data = photo.read()
if data:
attachment = request.env['ir.attachment'].sudo().create({
'name': photo.filename,
'datas': base64.b64encode(data),
'res_model': 'fusion.ltc.repair',
'res_id': repair.id,
})
attachment_ids.append(attachment.id)
return attachment_ids
def _is_authenticated(self):
if not request.env.user._is_public():
return True
if not self._is_password_required():
return True
return request.session.get('ltc_form_authenticated', False)
@http.route('/repair-form', type='http', auth='public', website=True,
sitemap=False)
def repair_form(self, **kw):
if not self._is_authenticated():
return request.render(
'fusion_authorizer_portal.portal_ltc_repair_password',
{'error': kw.get('auth_error', False)}
)
facilities = request.env['fusion.ltc.facility'].sudo().search(
[('active', '=', True)], order='name'
)
is_technician = not request.env.user._is_public() and request.env.user.has_group(
'base.group_user'
)
return request.render(
'fusion_authorizer_portal.portal_ltc_repair_form',
{
'facilities': facilities,
'today': fields.Date.today(),
'is_technician': is_technician,
}
)
@http.route('/repair-form/auth', type='http', auth='public',
website=True, methods=['POST'], csrf=True)
def repair_form_auth(self, **kw):
stored_password = request.env['ir.config_parameter'].sudo().get_param(
'fusion_claims.ltc_form_password', ''
).strip()
entered_password = (kw.get('password', '') or '').strip()
if stored_password and entered_password == stored_password:
request.session['ltc_form_authenticated'] = True
return request.redirect('/repair-form')
return request.render(
'fusion_authorizer_portal.portal_ltc_repair_password',
{'error': True}
)
@http.route('/repair-form/submit', type='http', auth='public',
website=True, methods=['POST'], csrf=True)
def repair_form_submit(self, **kw):
if not self._is_authenticated():
return request.redirect('/repair-form')
try:
facility_id = int(kw.get('facility_id', 0))
if not facility_id:
return request.redirect('/repair-form?error=facility')
vals = {
'facility_id': facility_id,
'client_name': kw.get('client_name', '').strip(),
'room_number': kw.get('room_number', '').strip(),
'product_serial': kw.get('product_serial', '').strip(),
'issue_description': kw.get('issue_description', '').strip(),
'issue_reported_date': kw.get('issue_reported_date') or fields.Date.today(),
'is_emergency': kw.get('is_emergency') == 'on',
'poa_name': kw.get('poa_name', '').strip() or False,
'poa_phone': kw.get('poa_phone', '').strip() or False,
'source': 'portal_form',
}
if not vals['client_name']:
return request.redirect('/repair-form?error=name')
if not vals['issue_description']:
return request.redirect('/repair-form?error=description')
before_files = request.httprequest.files.getlist('before_photos')
has_before = any(f and f.filename for f in before_files)
if not has_before:
return request.redirect('/repair-form?error=photos')
repair = request.env['fusion.ltc.repair'].sudo().create(vals)
before_ids = self._process_photos(before_files, repair)
if before_ids:
repair.sudo().write({
'before_photo_ids': [(6, 0, before_ids)],
})
after_files = request.httprequest.files.getlist('after_photos')
after_ids = self._process_photos(after_files, repair)
if after_ids:
repair.sudo().write({
'after_photo_ids': [(6, 0, after_ids)],
})
resolved = kw.get('resolved') == 'yes'
if resolved:
resolution = kw.get('resolution_description', '').strip()
if resolution:
repair.sudo().write({
'resolution_description': resolution,
'issue_fixed_date': fields.Date.today(),
})
repair.sudo().activity_schedule(
'mail.mail_activity_data_todo',
summary=_('New repair request from portal: %s', repair.display_client_name),
note=_(
'Repair request submitted via portal form for %s at %s (Room %s).',
repair.display_client_name,
repair.facility_id.name,
repair.room_number or 'N/A',
),
)
ip_address = request.httprequest.headers.get(
'X-Forwarded-For', request.httprequest.remote_addr
)
if ip_address and ',' in ip_address:
ip_address = ip_address.split(',')[0].strip()
try:
request.env['fusion.ltc.form.submission'].sudo().create({
'form_type': 'repair',
'repair_id': repair.id,
'facility_id': facility_id,
'client_name': vals['client_name'],
'room_number': vals['room_number'],
'product_serial': vals['product_serial'],
'is_emergency': vals['is_emergency'],
'ip_address': ip_address or '',
'status': 'processed',
})
except Exception:
_logger.warning('Failed to log form submission', exc_info=True)
return request.render(
'fusion_authorizer_portal.portal_ltc_repair_thank_you',
{'repair': repair}
)
except Exception:
_logger.exception('Error submitting LTC repair form')
return request.redirect('/repair-form?error=server')

1
fusion_authorizer_portal/models/__init__.py
View File

@@ -7,4 +7,5 @@ from . import adp_document
from . import assessment from . import assessment
from . import accessibility_assessment from . import accessibility_assessment
from . import sale_order from . import sale_order
from . import loaner_checkout
from . import pdf_template from . import pdf_template

27
fusion_authorizer_portal/models/loaner_checkout.py Normal file
View File

@@ -0,0 +1,27 @@
# -*- coding: utf-8 -*-
from odoo import api, fields, models, _
class FusionLoanerCheckoutAssessment(models.Model):
_inherit = 'fusion.loaner.checkout'
assessment_id = fields.Many2one(
'fusion.assessment',
string='Assessment',
ondelete='set null',
tracking=True,
help='Assessment during which this loaner was issued',
)
def action_view_assessment(self):
self.ensure_one()
if not self.assessment_id:
return
return {
'name': self.assessment_id.display_name,
'type': 'ir.actions.act_window',
'res_model': 'fusion.assessment',
'view_mode': 'form',
'res_id': self.assessment_id.id,
}

367
fusion_authorizer_portal/views/assessment_views.xml
View File

@@ -6,15 +6,26 @@
<field name="name">fusion.assessment.tree</field> <field name="name">fusion.assessment.tree</field>
<field name="model">fusion.assessment</field> <field name="model">fusion.assessment</field>
<field name="arch" type="xml"> <field name="arch" type="xml">
<list string="Assessments" decoration-info="state == 'draft'" decoration-warning="state == 'pending_signature'" decoration-success="state == 'completed'" decoration-muted="state == 'cancelled'"> <list string="Assessments" default_order="assessment_date desc, id desc"
decoration-info="state == 'draft'"
decoration-warning="state == 'pending_signature'"
decoration-success="state == 'completed'"
decoration-muted="state == 'cancelled'">
<field name="reference"/> <field name="reference"/>
<field name="client_name"/> <field name="client_name"/>
<field name="equipment_type" optional="show"/>
<field name="client_type" optional="show"/>
<field name="assessment_date"/> <field name="assessment_date"/>
<field name="sales_rep_id"/> <field name="sales_rep_id"/>
<field name="authorizer_id"/> <field name="authorizer_id"/>
<field name="state" widget="badge" decoration-info="state == 'draft'" decoration-warning="state == 'pending_signature'" decoration-success="state == 'completed'" decoration-danger="state == 'cancelled'"/> <field name="reason_for_application" optional="hide"/>
<field name="signatures_complete" widget="boolean"/> <field name="state" widget="badge"
<field name="sale_order_id"/> decoration-info="state == 'draft'"
decoration-warning="state == 'pending_signature'"
decoration-success="state == 'completed'"
decoration-danger="state == 'cancelled'"/>
<field name="signatures_complete" widget="boolean" optional="show"/>
<field name="sale_order_id" optional="show"/>
</list> </list>
</field> </field>
</record> </record>
@@ -26,124 +37,310 @@
<field name="arch" type="xml"> <field name="arch" type="xml">
<form string="Assessment"> <form string="Assessment">
<header> <header>
<button name="action_mark_pending_signature" type="object" string="Mark Pending Signature" class="btn-primary" invisible="state != 'draft'"/> <button name="action_mark_pending_signature" type="object"
<button name="action_complete" type="object" string="Complete Assessment" class="btn-success" invisible="state not in ['draft', 'pending_signature']"/> string="Mark Pending Signature" class="btn-primary"
<button name="action_cancel" type="object" string="Cancel" invisible="state in ['completed', 'cancelled']"/> invisible="state != 'draft'"/>
<button name="action_reset_draft" type="object" string="Reset to Draft" invisible="state != 'cancelled'"/> <button name="action_complete" type="object"
<field name="state" widget="statusbar" statusbar_visible="draft,pending_signature,completed"/> string="Complete Assessment" class="btn-success"
invisible="state not in ['draft', 'pending_signature']"/>
<button name="action_complete_express" type="object"
string="Express Complete" class="btn-warning"
invisible="state not in ['draft', 'pending_signature']"
confirm="This will complete the assessment without requiring signatures. Continue?"/>
<button name="action_cancel" type="object"
string="Cancel"
invisible="state in ['completed', 'cancelled']"/>
<button name="action_reset_draft" type="object"
string="Reset to Draft"
invisible="state != 'cancelled'"/>
<field name="state" widget="statusbar"
statusbar_visible="draft,pending_signature,completed"/>
</header> </header>
<sheet> <sheet>
<div class="oe_button_box" name="button_box"> <div class="oe_button_box" name="button_box">
<button name="action_view_documents" type="object" class="oe_stat_button" icon="fa-file-pdf-o"> <button name="action_view_documents" type="object"
class="oe_stat_button" icon="fa-file-pdf-o">
<field name="document_count" string="Documents" widget="statinfo"/> <field name="document_count" string="Documents" widget="statinfo"/>
</button> </button>
<button name="action_view_sale_order" type="object" class="oe_stat_button" icon="fa-shopping-cart" invisible="not sale_order_id"> <button name="action_view_sale_order" type="object"
class="oe_stat_button" icon="fa-shopping-cart"
invisible="not sale_order_id">
<span class="o_stat_text">Sale Order</span> <span class="o_stat_text">Sale Order</span>
</button> </button>
</div> </div>
<div class="oe_title"> <widget name="web_ribbon" title="Completed" bg_color="text-bg-success"
invisible="state != 'completed'"/>
<widget name="web_ribbon" title="Cancelled" bg_color="text-bg-danger"
invisible="state != 'cancelled'"/>
<div class="oe_title mb-3">
<h1> <h1>
<field name="reference" readonly="1"/> <field name="reference" readonly="1" class="me-3"/>
</h1> </h1>
<h2 class="text-muted" invisible="not client_name">
<field name="client_name" readonly="1"/>
</h2>
</div> </div>
<!-- ============ TOP SUMMARY ============ -->
<group> <group>
<group string="Client Information"> <group string="Equipment">
<field name="client_name"/> <field name="equipment_type"/>
<field name="client_first_name"/> <field name="rollator_type" invisible="equipment_type != 'rollator'"/>
<field name="client_last_name"/> <field name="wheelchair_type" invisible="equipment_type != 'wheelchair'"/>
<field name="client_phone"/> <field name="powerchair_type" invisible="equipment_type != 'powerchair'"/>
<field name="client_mobile"/> <field name="client_type"/>
<field name="client_email"/> <field name="reason_for_application"/>
<field name="client_dob"/> <field name="previous_funding_date"
<field name="client_health_card"/> invisible="reason_for_application not in ['replace_status','replace_size','replace_worn','replace_lost','replace_stolen','replace_damaged','replace_no_longer_meets']"/>
</group> </group>
<group string="Address"> <group string="Assessment Info">
<field name="client_street"/>
<field name="client_city"/>
<field name="client_state"/>
<field name="client_postal_code"/>
<field name="client_country_id"/>
</group>
</group>
<group>
<group string="Assessment Details">
<field name="assessment_date"/> <field name="assessment_date"/>
<field name="assessment_location"/> <field name="assessment_location"/>
<field name="assessment_location_notes"/> <field name="assessment_location_notes"/>
</group>
<group string="Participants">
<field name="sales_rep_id"/> <field name="sales_rep_id"/>
<field name="authorizer_id"/> <field name="authorizer_id"/>
<field name="partner_id"/> <field name="sale_order_id" readonly="1"/>
<field name="create_new_partner"/>
</group>
</group>
<group>
<group string="Client References">
<field name="client_reference_1"/>
<field name="client_reference_2"/>
</group> </group>
</group> </group>
<notebook> <notebook>
<page string="Wheelchair Specifications" name="specs">
<!-- ============ CLIENT INFORMATION ============ -->
<page string="Client" name="client_info">
<group> <group>
<group string="Seat Measurements"> <group string="Personal Details">
<field name="client_first_name"/>
<field name="client_middle_name"/>
<field name="client_last_name"/>
<field name="client_dob"/>
<field name="client_phone"/>
<field name="client_mobile"/>
<field name="client_email" widget="email"/>
</group>
<group string="Health Card">
<field name="client_health_card"/>
<field name="client_health_card_version"/>
<field name="client_weight"/>
<field name="client_height"/>
</group>
</group>
<group>
<group string="Address">
<field name="client_street"/>
<field name="client_unit"/>
<field name="client_city"/>
<field name="client_state"/>
<field name="client_postal_code"/>
<field name="client_country_id"/>
</group>
<group string="References &amp; Linking">
<field name="client_reference_1"/>
<field name="client_reference_2"/>
<field name="partner_id"/>
<field name="create_new_partner"/>
</group>
</group>
</page>
<!-- ============ MEASUREMENTS & SPECS ============ -->
<page string="Measurements" name="measurements">
<!-- Rollator Measurements -->
<group string="Rollator Measurements"
invisible="equipment_type != 'rollator'">
<group>
<field name="rollator_handle_height"/>
<field name="rollator_seat_height"/>
</group>
<group>
<field name="rollator_addons" placeholder="e.g. Basket, Tray, Backrest pad..."/>
</group>
</group>
<!-- Wheelchair / Powerchair Measurements -->
<group string="Seat Measurements"
invisible="equipment_type not in ['wheelchair', 'powerchair']">
<group>
<field name="seat_width"/> <field name="seat_width"/>
<field name="seat_depth"/> <field name="seat_depth"/>
<field name="seat_to_floor_height"/> <field name="seat_to_floor_height"/>
<field name="seat_angle"/> <field name="seat_angle"/>
</group> </group>
<group string="Back &amp; Arms"> <group>
<field name="back_height"/> <field name="back_height"/>
<field name="back_angle"/> <field name="back_angle"/>
<field name="armrest_height"/> <field name="armrest_height"/>
<field name="footrest_length"/>
</group> </group>
</group> </group>
<group>
<group string="Overall Dimensions"> <group string="Leg &amp; Foot"
invisible="equipment_type not in ['wheelchair', 'powerchair']">
<group>
<field name="footrest_length"/>
<field name="legrest_length"/>
<field name="cane_height"/>
</group>
</group>
<group string="Overall Dimensions"
invisible="equipment_type not in ['wheelchair', 'powerchair']">
<group>
<field name="overall_width"/> <field name="overall_width"/>
<field name="overall_length"/> <field name="overall_length"/>
<field name="overall_height"/> <field name="overall_height"/>
</group> </group>
<group string="Client Measurements"> </group>
<field name="client_weight"/>
<field name="client_height"/> </page>
<!-- ============ OPTIONS & ACCESSORIES ============ -->
<page string="Options" name="options" invisible="equipment_type not in ['wheelchair', 'powerchair']">
<group invisible="equipment_type != 'wheelchair'">
<group string="Frame Options">
<field name="frame_options" nolabel="1"
placeholder="e.g. Recliner Option, Dynamic Tilt Frame, Titanium Frame"/>
</group>
<group string="Wheel Options">
<field name="wheel_options" nolabel="1"
placeholder="e.g. Quick Release Axle, Mag Wheels, Anti-Tip..."/>
</group>
</group>
<group invisible="equipment_type != 'wheelchair'">
<group string="Legrest Accessories">
<field name="legrest_options" nolabel="1"
placeholder="e.g. Elevating Legrest, Swing Away..."/>
</group>
<group string="Additional ADP Options">
<field name="additional_adp_options" nolabel="1"/>
</group>
</group>
<group invisible="equipment_type != 'powerchair'">
<group string="Powerchair Options">
<field name="powerchair_options" nolabel="1"/>
</group>
<group string="Specialty Controls">
<field name="specialty_controls" nolabel="1"
placeholder="Rationale required for specialty components"/>
</group>
</group>
<group>
<group string="Seating">
<field name="seatbelt_type"/>
<field name="cushion_info"/>
<field name="backrest_info"/>
</group>
<group string="Additional Customization">
<field name="additional_customization" nolabel="1"
placeholder="Free-form notes for any customization..."/>
</group> </group>
</group> </group>
</page> </page>
<!-- ============ PRODUCT TYPES ============ -->
<page string="Product Types" name="products"> <page string="Product Types" name="products">
<group> <group>
<group> <group string="Cushion">
<field name="cushion_type"/> <field name="cushion_type"/>
<field name="cushion_notes"/> <field name="cushion_notes" placeholder="Cushion details..."
invisible="not cushion_type"/>
</group>
<group string="Backrest">
<field name="backrest_type"/> <field name="backrest_type"/>
<field name="backrest_notes"/> <field name="backrest_notes" placeholder="Backrest details..."
invisible="not backrest_type"/>
</group>
</group>
<group>
<group string="Frame">
<field name="frame_type"/>
<field name="frame_notes" placeholder="Frame details..."
invisible="not frame_type"/>
</group>
<group string="Wheels">
<field name="wheel_type"/>
<field name="wheel_notes" placeholder="Wheel details..."
invisible="not wheel_type"/>
</group>
</group>
</page>
<!-- ============ CLINICAL NOTES ============ -->
<page string="Clinical Notes" name="needs">
<group>
<group>
<field name="diagnosis" placeholder="Relevant medical diagnosis or conditions..."/>
</group> </group>
<group> <group>
<field name="frame_type"/> <field name="mobility_notes" placeholder="Document mobility needs and challenges..."/>
<field name="frame_notes"/> </group>
<field name="wheel_type"/> </group>
<field name="wheel_notes"/> <group>
<group>
<field name="accessibility_notes" placeholder="Accessibility requirements and home environment..."/>
</group>
<group>
<field name="special_requirements" placeholder="Any special requirements or customizations..."/>
</group> </group>
</group> </group>
</page> </page>
<page string="Needs &amp; Requirements" name="needs"> <!-- ============ KEY DATES ============ -->
<page string="Dates" name="dates">
<group> <group>
<field name="diagnosis"/> <group string="Assessment Period">
<field name="mobility_notes"/> <field name="assessment_start_date"/>
<field name="accessibility_notes"/> <field name="assessment_end_date"/>
<field name="special_requirements"/> </group>
<group string="Authorization">
<field name="claim_authorization_date"/>
</group>
</group> </group>
</page> </page>
<!-- ============ CONSENT & DECLARATION (PAGE 11) ============ -->
<page string="Consent &amp; Declaration" name="consent">
<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"> <page string="Signatures" name="signatures">
<group> <group>
<group string="Page 11 - Authorizer Signature"> <group string="Page 11 - Authorizer Signature">
@@ -158,13 +355,17 @@
</group> </group>
</group> </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> </group>
</page> </page>
<!-- ============ DOCUMENTS ============ -->
<page string="Documents" name="documents"> <page string="Documents" name="documents">
<field name="document_ids"> <field name="document_ids">
<list string="Documents"> <list string="Documents" editable="bottom">
<field name="document_type"/> <field name="document_type"/>
<field name="filename"/> <field name="filename"/>
<field name="revision"/> <field name="revision"/>
@@ -174,26 +375,20 @@
</field> </field>
</page> </page>
<!-- ============ COMMENTS ============ -->
<page string="Comments" name="comments"> <page string="Comments" name="comments">
<field name="comment_ids"> <field name="comment_ids">
<list string="Comments"> <list string="Comments" editable="bottom">
<field name="create_date"/> <field name="create_date" string="Date"/>
<field name="author_id"/> <field name="author_id"/>
<field name="comment"/> <field name="comment"/>
</list> </list>
</field> </field>
</page> </page>
</notebook>
<group invisible="not sale_order_id"> </notebook>
<field name="sale_order_id"/>
</group>
</sheet> </sheet>
<div class="oe_chatter"> <chatter/>
<field name="message_follower_ids"/>
<field name="activity_ids"/>
<field name="message_ids"/>
</div>
</form> </form>
</field> </field>
</record> </record>
@@ -207,8 +402,10 @@
<field name="reference"/> <field name="reference"/>
<field name="client_name"/> <field name="client_name"/>
<field name="client_email"/> <field name="client_email"/>
<field name="client_health_card"/>
<field name="sales_rep_id"/> <field name="sales_rep_id"/>
<field name="authorizer_id"/> <field name="authorizer_id"/>
<field name="sale_order_id"/>
<separator/> <separator/>
<filter string="In Progress" name="draft" domain="[('state', '=', 'draft')]"/> <filter string="In Progress" name="draft" domain="[('state', '=', 'draft')]"/>
<filter string="Pending Signature" name="pending" domain="[('state', '=', 'pending_signature')]"/> <filter string="Pending Signature" name="pending" domain="[('state', '=', 'pending_signature')]"/>
@@ -216,11 +413,19 @@
<filter string="Cancelled" name="cancelled" domain="[('state', '=', 'cancelled')]"/> <filter string="Cancelled" name="cancelled" domain="[('state', '=', 'cancelled')]"/>
<separator/> <separator/>
<filter string="My Assessments" name="my_assessments" domain="[('sales_rep_id', '=', uid)]"/> <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/> <separator/>
<filter string="Status" name="group_state" context="{'group_by': 'state'}"/> <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="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="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> </search>
</field> </field>
</record> </record>
@@ -237,8 +442,8 @@
Create your first assessment Create your first assessment
</p> </p>
<p> <p>
Assessments are used to record wheelchair specifications and client needs. Assessments record wheelchair, powerchair, and rollator specifications
Once completed, they will create a draft sale order for review. along with client needs. Once completed, a draft sale order is created.
</p> </p>
</field> </field>
</record> </record>

25
fusion_authorizer_portal/views/loaner_checkout_views.xml Normal file
View File

@@ -0,0 +1,25 @@
<?xml version="1.0" encoding="utf-8"?>
<odoo>
<!-- Add Assessment button and field to Loaner Checkout form -->
<record id="view_fusion_loaner_checkout_form_assessment" model="ir.ui.view">
<field name="name">fusion.loaner.checkout.form.assessment</field>
<field name="model">fusion.loaner.checkout</field>
<field name="inherit_id" ref="fusion_claims.view_fusion_loaner_checkout_form"/>
<field name="arch" type="xml">
<xpath expr="//button[@name='action_view_partner']" position="before">
<button name="action_view_assessment" type="object"
class="oe_stat_button" icon="fa-clipboard"
invisible="not assessment_id">
<div class="o_field_widget o_stat_info">
<span class="o_stat_text">Assessment</span>
</div>
</button>
</xpath>
<xpath expr="//field[@name='sale_order_id']" position="after">
<field name="assessment_id"/>
</xpath>
</field>
</record>
</odoo>

320
fusion_authorizer_portal/views/portal_repair_form.xml Normal file
View File

@@ -0,0 +1,320 @@
<?xml version="1.0" encoding="utf-8"?>
<odoo>
<template id="portal_ltc_repair_form"
name="LTC Repair Form">
<t t-call="website.layout">
<div id="wrap" class="oe_structure">
<section class="container py-5">
<div class="row justify-content-center">
<div class="col-lg-8">
<div class="text-center mb-4">
<h1>LTC Repairs Request</h1>
<p class="lead text-muted">
Submit a repair request for medical equipment at your facility.
</p>
</div>
<t t-if="request.params.get('error') == 'facility'">
<div class="alert alert-danger">Please select a facility.</div>
</t>
<t t-if="request.params.get('error') == 'name'">
<div class="alert alert-danger">Patient name is required.</div>
</t>
<t t-if="request.params.get('error') == 'description'">
<div class="alert alert-danger">Issue description is required.</div>
</t>
<t t-if="request.params.get('error') == 'photos'">
<div class="alert alert-danger">At least one before photo is required.</div>
</t>
<t t-if="request.params.get('error') == 'server'">
<div class="alert alert-danger">
An error occurred. Please try again or contact us.
</div>
</t>
<form action="/repair-form/submit" method="POST"
enctype="multipart/form-data"
class="card shadow-sm">
<input type="hidden" name="csrf_token"
t-att-value="request.csrf_token()"/>
<div class="card-body p-4">
<div class="mb-4">
<div class="form-check">
<input type="checkbox" class="form-check-input"
id="is_emergency" name="is_emergency"/>
<label class="form-check-label fw-bold text-danger"
for="is_emergency">
Is this an Emergency Repair Request?
</label>
</div>
<small class="text-muted">
Emergency visits may be chargeable at an extra rate.
</small>
</div>
<hr/>
<div class="mb-3">
<label for="facility_id" class="form-label fw-bold">
Facility Location *
</label>
<select name="facility_id" id="facility_id"
class="form-select" required="required">
<option value="">-- Select Facility --</option>
<t t-foreach="facilities" t-as="fac">
<option t-att-value="fac.id">
<t t-esc="fac.name"/>
</option>
</t>
</select>
</div>
<div class="mb-3">
<label for="client_name" class="form-label fw-bold">
Patient Name *
</label>
<input type="text" name="client_name" id="client_name"
class="form-control" required="required"
placeholder="Enter patient name"/>
</div>
<div class="mb-3">
<label for="room_number" class="form-label fw-bold">
Room Number *
</label>
<input type="text" name="room_number" id="room_number"
class="form-control" required="required"
placeholder="e.g. 305"/>
</div>
<div class="mb-3">
<label for="issue_description" class="form-label fw-bold">
Describe the Issue *
</label>
<textarea name="issue_description" id="issue_description"
class="form-control" rows="4"
required="required"
placeholder="Please provide as much detail as possible about the issue."/>
</div>
<div class="mb-3">
<label for="issue_reported_date" class="form-label fw-bold">
Issue Reported Date *
</label>
<input type="date" name="issue_reported_date"
id="issue_reported_date"
class="form-control" required="required"
t-att-value="today"/>
</div>
<div class="mb-3">
<label for="product_serial" class="form-label fw-bold">
Product Serial # *
</label>
<input type="text" name="product_serial"
id="product_serial"
class="form-control" required="required"
placeholder="Serial number is required for repairs"/>
</div>
<div class="mb-3">
<label for="before_photos" class="form-label fw-bold">
Before Photos (Reported Condition) *
</label>
<input type="file" name="before_photos" id="before_photos"
class="form-control" multiple="multiple"
accept="image/*" required="required"/>
<small class="text-muted">
At least 1 photo required. Up to 4 photos (max 10MB each).
</small>
</div>
<hr/>
<h5>Family / POA Contact</h5>
<div class="row">
<div class="col-md-6 mb-3">
<label for="poa_name" class="form-label">
Relative/POA Name
</label>
<input type="text" name="poa_name" id="poa_name"
class="form-control"
placeholder="Contact name"/>
</div>
<div class="col-md-6 mb-3">
<label for="poa_phone" class="form-label">
Relative/POA Phone
</label>
<input type="tel" name="poa_phone" id="poa_phone"
class="form-control"
placeholder="Phone number"/>
</div>
</div>
<t t-if="is_technician">
<hr/>
<div class="bg-light p-3 rounded mb-3">
<p class="fw-bold text-muted mb-2">
FOR TECHNICIAN USE ONLY
</p>
<div class="mb-3">
<label class="form-label">
Has the issue been resolved?
</label>
<div class="form-check form-check-inline">
<input type="radio" name="resolved" value="yes"
class="form-check-input" id="resolved_yes"/>
<label class="form-check-label"
for="resolved_yes">Yes</label>
</div>
<div class="form-check form-check-inline">
<input type="radio" name="resolved" value="no"
class="form-check-input" id="resolved_no"
checked="checked"/>
<label class="form-check-label"
for="resolved_no">No</label>
</div>
</div>
<div class="mb-3" id="resolution_section"
style="display: none;">
<label for="resolution_description"
class="form-label">
Describe the Solution
</label>
<textarea name="resolution_description"
id="resolution_description"
class="form-control" rows="3"
placeholder="How was the issue resolved?"/>
</div>
<div class="mb-3">
<label for="after_photos" class="form-label fw-bold">
After Photos (Completed Repair)
</label>
<input type="file" name="after_photos" id="after_photos"
class="form-control" multiple="multiple"
accept="image/*"/>
<small class="text-muted">
Optional. Attach after repair is completed. Up to 4 photos (max 10MB each).
</small>
</div>
</div>
</t>
<div class="text-center mt-4">
<button type="submit" class="btn btn-primary btn-lg px-5">
Submit Repair Request
</button>
</div>
</div>
</form>
</div>
</div>
</section>
</div>
<script>
document.addEventListener('DOMContentLoaded', function() {
var section = document.getElementById('resolution_section');
if (!section) return;
var radios = document.querySelectorAll('input[name="resolved"]');
radios.forEach(function(r) {
r.addEventListener('change', function() {
section.style.display = this.value === 'yes' ? 'block' : 'none';
});
});
});
</script>
</t>
</template>
<template id="portal_ltc_repair_thank_you"
name="Repair Request Submitted">
<t t-call="website.layout">
<div id="wrap" class="oe_structure">
<section class="container py-5">
<div class="row justify-content-center">
<div class="col-lg-6 text-center">
<div class="mb-4">
<i class="fa fa-check-circle text-success"
style="font-size: 4rem;"/>
</div>
<h2>Thank You!</h2>
<p class="lead text-muted">
Your repair request has been submitted successfully.
</p>
<div class="card mt-4">
<div class="card-body">
<p><strong>Reference:</strong>
<t t-esc="repair.name"/></p>
<p><strong>Facility:</strong>
<t t-esc="repair.facility_id.name"/></p>
<p><strong>Patient:</strong>
<t t-esc="repair.display_client_name"/></p>
<p><strong>Room:</strong>
<t t-esc="repair.room_number"/></p>
</div>
</div>
<a href="/repair-form" class="btn btn-outline-primary mt-4">
Submit Another Request
</a>
</div>
</div>
</section>
</div>
</t>
</template>
<template id="portal_ltc_repair_password"
name="LTC Repair Form - Password">
<t t-call="website.layout">
<div id="wrap" class="oe_structure">
<section class="container py-5">
<div class="row justify-content-center">
<div class="col-lg-5">
<div class="card shadow-sm">
<div class="card-body p-4 text-center">
<div class="mb-3">
<i class="fa fa-lock text-primary"
style="font-size: 3rem;"/>
</div>
<h3>LTC Repairs Request</h3>
<p class="text-muted">
Please enter the access password to continue.
</p>
<t t-if="error">
<div class="alert alert-danger">
Incorrect password. Please try again.
</div>
</t>
<form action="/repair-form/auth" method="POST"
class="mt-3">
<input type="hidden" name="csrf_token"
t-att-value="request.csrf_token()"/>
<div class="mb-3">
<input type="password" name="password"
class="form-control form-control-lg text-center"
placeholder="Enter password"
minlength="4" required="required"
autofocus="autofocus"/>
</div>
<button type="submit"
class="btn btn-primary btn-lg w-100">
Access Form
</button>
</form>
</div>
</div>
</div>
</div>
</section>
</div>
</t>
</template>
</odoo>

9
fusion_authorizer_portal/views/portal_technician_templates.xml
View File

@@ -171,12 +171,12 @@
<!-- Quick Links --> <!-- Quick Links -->
<div class="row g-2 mb-4"> <div class="row g-2 mb-4">
<div class="col-6"> <div class="col-4">
<a href="/my/technician/tasks" class="btn btn-outline-primary w-100 py-3"> <a href="/my/technician/tasks" class="btn btn-outline-primary w-100 py-3">
<i class="fa fa-list me-1"/>All Tasks <i class="fa fa-list me-1"/>All Tasks
</a> </a>
</div> </div>
<div class="col-6"> <div class="col-4">
<a href="/my/technician/tomorrow" class="btn btn-outline-secondary w-100 py-3"> <a href="/my/technician/tomorrow" class="btn btn-outline-secondary w-100 py-3">
<i class="fa fa-calendar me-1"/>Tomorrow <i class="fa fa-calendar me-1"/>Tomorrow
<t t-if="tomorrow_count"> <t t-if="tomorrow_count">
@@ -184,6 +184,11 @@
</t> </t>
</a> </a>
</div> </div>
<div class="col-4">
<a href="/repair-form" class="btn btn-outline-warning w-100 py-3">
<i class="fa fa-wrench me-1"/>Repair Form
</a>
</div>
</div> </div>
<!-- My Start Location --> <!-- My Start Location -->

11
fusion_claims/__manifest__.py
View File

@@ -5,7 +5,7 @@
{ {
'name': 'Fusion Claims', 'name': 'Fusion Claims',
'version': '19.0.5.1.0', 'version': '19.0.6.0.0',
'category': 'Sales', 'category': 'Sales',
'summary': 'Complete ADP Claims Management with Dashboard, Sales Integration, Billing Automation, and Two-Stage Verification.', 'summary': 'Complete ADP Claims Management with Dashboard, Sales Integration, Billing Automation, and Two-Stage Verification.',
'description': """ 'description': """
@@ -127,11 +127,16 @@
'wizard/odsp_submit_to_odsp_wizard_views.xml', 'wizard/odsp_submit_to_odsp_wizard_views.xml',
'wizard/odsp_pre_approved_wizard_views.xml', 'wizard/odsp_pre_approved_wizard_views.xml',
'wizard/odsp_ready_delivery_wizard_views.xml', 'wizard/odsp_ready_delivery_wizard_views.xml',
'wizard/ltc_repair_create_so_wizard_views.xml',
'views/res_partner_views.xml', 'views/res_partner_views.xml',
'views/pdf_template_inherit_views.xml', 'views/pdf_template_inherit_views.xml',
'views/dashboard_views.xml', 'views/dashboard_views.xml',
'views/client_profile_views.xml', 'views/client_profile_views.xml',
'wizard/xml_import_wizard_views.xml', 'wizard/xml_import_wizard_views.xml',
'views/ltc_facility_views.xml',
'views/ltc_repair_views.xml',
'views/ltc_cleanup_views.xml',
'views/ltc_form_submission_views.xml',
'views/adp_claims_views.xml', 'views/adp_claims_views.xml',
'views/submission_history_views.xml', 'views/submission_history_views.xml',
'views/fusion_loaner_views.xml', 'views/fusion_loaner_views.xml',
@@ -142,6 +147,7 @@
'report/report_templates.xml', 'report/report_templates.xml',
'report/sale_report_portrait.xml', 'report/sale_report_portrait.xml',
'report/sale_report_landscape.xml', 'report/sale_report_landscape.xml',
'report/sale_report_ltc_repair.xml',
'report/invoice_report_portrait.xml', 'report/invoice_report_portrait.xml',
'report/invoice_report_landscape.xml', 'report/invoice_report_landscape.xml',
'report/report_proof_of_delivery.xml', 'report/report_proof_of_delivery.xml',
@@ -152,6 +158,9 @@
'report/report_accessibility_contract.xml', 'report/report_accessibility_contract.xml',
'report/report_mod_quotation.xml', 'report/report_mod_quotation.xml',
'report/report_mod_invoice.xml', 'report/report_mod_invoice.xml',
'data/ltc_data.xml',
'report/report_ltc_nursing_station.xml',
'data/ltc_report_data.xml',
'data/mail_template_data.xml', 'data/mail_template_data.xml',
'data/ai_agent_data.xml', 'data/ai_agent_data.xml',
], ],

6
fusion_claims/data/ir_config_parameter_data.xml
View File

@@ -153,5 +153,11 @@
<field name="value"></field> <field name="value"></field>
</record> </record>
<!-- LTC Portal Form Password -->
<record id="config_ltc_form_password" model="ir.config_parameter">
<field name="key">fusion_claims.ltc_form_password</field>
<field name="value"></field>
</record>
</data> </data>
</odoo> </odoo>

103
fusion_claims/data/ltc_data.xml Normal file
View File

@@ -0,0 +1,103 @@
<?xml version="1.0" encoding="utf-8"?>
<odoo>
<data noupdate="1">
<!-- ================================================================== -->
<!-- SEQUENCES -->
<!-- ================================================================== -->
<record id="seq_ltc_facility" model="ir.sequence">
<field name="name">LTC Facility</field>
<field name="code">fusion.ltc.facility</field>
<field name="prefix">LTC-</field>
<field name="padding">4</field>
<field name="company_id" eval="False"/>
</record>
<record id="seq_ltc_repair" model="ir.sequence">
<field name="name">LTC Repair</field>
<field name="code">fusion.ltc.repair</field>
<field name="prefix">LTC-RPR-</field>
<field name="padding">5</field>
<field name="company_id" eval="False"/>
</record>
<record id="seq_ltc_cleanup" model="ir.sequence">
<field name="name">LTC Cleanup</field>
<field name="code">fusion.ltc.cleanup</field>
<field name="prefix">LTC-CLN-</field>
<field name="padding">5</field>
<field name="company_id" eval="False"/>
</record>
<!-- ================================================================== -->
<!-- DEFAULT LTC REPAIR SERVICE PRODUCT -->
<!-- ================================================================== -->
<record id="product_ltc_repair_service" model="product.template">
<field name="name">REPAIRS AT LTC HOME</field>
<field name="default_code">LTC-REPAIR</field>
<field name="type">service</field>
<field name="list_price">0.00</field>
<field name="sale_ok" eval="True"/>
<field name="purchase_ok" eval="False"/>
</record>
<!-- ================================================================== -->
<!-- DEFAULT REPAIR STAGES -->
<!-- ================================================================== -->
<record id="ltc_repair_stage_new" model="fusion.ltc.repair.stage">
<field name="name">New</field>
<field name="sequence">1</field>
<field name="fold">False</field>
<field name="description">Newly submitted repair requests awaiting review.</field>
</record>
<record id="ltc_repair_stage_in_review" model="fusion.ltc.repair.stage">
<field name="name">In Review</field>
<field name="sequence">2</field>
<field name="fold">False</field>
<field name="description">Under review by office staff before assignment.</field>
</record>
<record id="ltc_repair_stage_in_progress" model="fusion.ltc.repair.stage">
<field name="name">In Progress</field>
<field name="sequence">3</field>
<field name="fold">False</field>
<field name="description">Technician has been assigned and repair is underway.</field>
</record>
<record id="ltc_repair_stage_completed" model="fusion.ltc.repair.stage">
<field name="name">Completed</field>
<field name="sequence">4</field>
<field name="fold">True</field>
<field name="description">Repair has been completed by the technician.</field>
</record>
<record id="ltc_repair_stage_invoiced" model="fusion.ltc.repair.stage">
<field name="name">Invoiced</field>
<field name="sequence">5</field>
<field name="fold">True</field>
<field name="description">Sale order created and invoiced for this repair.</field>
</record>
<record id="ltc_repair_stage_declined" model="fusion.ltc.repair.stage">
<field name="name">Declined/No Response</field>
<field name="sequence">6</field>
<field name="fold">True</field>
<field name="description">Repair was declined or no response was received.</field>
</record>
<!-- ================================================================== -->
<!-- CRON: Cleanup scheduling -->
<!-- ================================================================== -->
<record id="ir_cron_ltc_cleanup_schedule" model="ir.cron">
<field name="name">LTC: Auto-Schedule Cleanups</field>
<field name="model_id" ref="model_fusion_ltc_cleanup"/>
<field name="state">code</field>
<field name="code">model._cron_schedule_cleanups()</field>
<field name="interval_number">1</field>
<field name="interval_type">days</field>
<field name="active">True</field>
</record>
</data>
</odoo>

42
fusion_claims/data/ltc_report_data.xml Normal file
View File

@@ -0,0 +1,42 @@
<?xml version="1.0" encoding="utf-8"?>
<odoo>
<!-- Landscape paper format for nursing station report -->
<record id="paperformat_ltc_nursing_station" model="report.paperformat">
<field name="name">LTC Nursing Station (Landscape)</field>
<field name="default">False</field>
<field name="format">Letter</field>
<field name="orientation">Landscape</field>
<field name="margin_top">20</field>
<field name="margin_bottom">15</field>
<field name="margin_left">10</field>
<field name="margin_right">10</field>
<field name="header_line">False</field>
<field name="header_spacing">10</field>
<field name="dpi">90</field>
</record>
<!-- Nursing Station Report action -->
<record id="action_report_ltc_nursing_station" model="ir.actions.report">
<field name="name">Nursing Station Repair Log</field>
<field name="model">fusion.ltc.facility</field>
<field name="report_type">qweb-pdf</field>
<field name="report_name">fusion_claims.report_ltc_nursing_station_document</field>
<field name="report_file">fusion_claims.report_ltc_nursing_station_document</field>
<field name="binding_model_id" ref="model_fusion_ltc_facility"/>
<field name="binding_type">report</field>
<field name="paperformat_id" ref="paperformat_ltc_nursing_station"/>
</record>
<!-- Repair Summary Report action -->
<record id="action_report_ltc_repairs_summary" model="ir.actions.report">
<field name="name">Repair Summary</field>
<field name="model">fusion.ltc.facility</field>
<field name="report_type">qweb-pdf</field>
<field name="report_name">fusion_claims.report_ltc_repairs_summary_document</field>
<field name="report_file">fusion_claims.report_ltc_repairs_summary_document</field>
<field name="binding_model_id" ref="model_fusion_ltc_facility"/>
<field name="binding_type">report</field>
</record>
</odoo>

4
fusion_claims/models/__init__.py
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@@ -32,3 +32,7 @@ from . import technician_task
from . import task_sync from . import task_sync
from . import technician_location from . import technician_location
from . import push_subscription from . import push_subscription
from . import ltc_facility
from . import ltc_repair
from . import ltc_cleanup
from . import ltc_form_submission

24
fusion_claims/models/fusion_loaner_checkout.py
View File

@@ -458,6 +458,30 @@ class FusionLoanerCheckout(models.Model):
'context': {'default_checkout_id': self.id}, 'context': {'default_checkout_id': self.id},
} }
def action_view_sale_order(self):
self.ensure_one()
if not self.sale_order_id:
return
return {
'name': self.sale_order_id.name,
'type': 'ir.actions.act_window',
'res_model': 'sale.order',
'view_mode': 'form',
'res_id': self.sale_order_id.id,
}
def action_view_partner(self):
self.ensure_one()
if not self.partner_id:
return
return {
'name': self.partner_id.name,
'type': 'ir.actions.act_window',
'res_model': 'res.partner',
'view_mode': 'form',
'res_id': self.partner_id.id,
}
# ========================================================================= # =========================================================================
# STOCK MOVES # STOCK MOVES
# ========================================================================= # =========================================================================

167
fusion_claims/models/ltc_cleanup.py Normal file
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@@ -0,0 +1,167 @@
# -*- coding: utf-8 -*-
# Copyright 2024-2026 Nexa Systems Inc.
# License OPL-1 (Odoo Proprietary License v1.0)
from datetime import timedelta
from odoo import models, fields, api, _
class FusionLTCCleanup(models.Model):
_name = 'fusion.ltc.cleanup'
_description = 'LTC Cleanup Schedule'
_inherit = ['mail.thread', 'mail.activity.mixin']
_order = 'scheduled_date desc, id desc'
name = fields.Char(
string='Reference',
required=True,
copy=False,
readonly=True,
default=lambda self: _('New'),
)
facility_id = fields.Many2one(
'fusion.ltc.facility',
string='LTC Facility',
required=True,
tracking=True,
index=True,
)
scheduled_date = fields.Date(
string='Scheduled Date',
required=True,
tracking=True,
)
completed_date = fields.Date(
string='Completed Date',
tracking=True,
)
state = fields.Selection([
('scheduled', 'Scheduled'),
('in_progress', 'In Progress'),
('completed', 'Completed'),
('cancelled', 'Cancelled'),
('rescheduled', 'Rescheduled'),
], string='Status', default='scheduled', required=True, tracking=True)
technician_id = fields.Many2one(
'res.users',
string='Technician',
tracking=True,
)
task_id = fields.Many2one(
'fusion.technician.task',
string='Field Service Task',
)
notes = fields.Text(string='Notes')
items_cleaned = fields.Integer(string='Items Cleaned')
photo_ids = fields.Many2many(
'ir.attachment',
'ltc_cleanup_photo_rel',
'cleanup_id',
'attachment_id',
string='Photos',
)
@api.model_create_multi
def create(self, vals_list):
for vals in vals_list:
if vals.get('name', _('New')) == _('New'):
vals['name'] = self.env['ir.sequence'].next_by_code('fusion.ltc.cleanup') or _('New')
return super().create(vals_list)
def action_start(self):
self.write({'state': 'in_progress'})
def action_complete(self):
self.write({
'state': 'completed',
'completed_date': fields.Date.context_today(self),
})
for record in self:
record._schedule_next_cleanup()
record.message_post(
body=_("Cleanup completed. Items cleaned: %s", record.items_cleaned or 0),
message_type='comment',
)
def action_cancel(self):
self.write({'state': 'cancelled'})
def action_reschedule(self):
self.write({'state': 'rescheduled'})
def action_reset(self):
self.write({'state': 'scheduled'})
def _schedule_next_cleanup(self):
facility = self.facility_id
interval = facility._get_cleanup_interval_days()
next_date = (self.completed_date or fields.Date.context_today(self)) + timedelta(days=interval)
facility.next_cleanup_date = next_date
next_cleanup = self.env['fusion.ltc.cleanup'].create({
'facility_id': facility.id,
'scheduled_date': next_date,
'technician_id': self.technician_id.id if self.technician_id else False,
})
self.activity_schedule(
'mail.mail_activity_data_todo',
date_deadline=next_date - timedelta(days=7),
summary=_('Upcoming cleanup at %s', facility.name),
note=_('Next cleanup is scheduled for %s at %s.', next_date, facility.name),
)
return next_cleanup
def action_create_task(self):
self.ensure_one()
if self.task_id:
return {
'type': 'ir.actions.act_window',
'res_model': 'fusion.technician.task',
'view_mode': 'form',
'res_id': self.task_id.id,
}
task = self.env['fusion.technician.task'].create({
'task_type': 'ltc_visit',
'facility_id': self.facility_id.id,
'scheduled_date': self.scheduled_date,
'technician_id': self.technician_id.id if self.technician_id else False,
'description': _('Cleanup visit at %s', self.facility_id.name),
})
self.task_id = task.id
return {
'type': 'ir.actions.act_window',
'res_model': 'fusion.technician.task',
'view_mode': 'form',
'res_id': task.id,
}
@api.model
def _cron_schedule_cleanups(self):
today = fields.Date.context_today(self)
week_ahead = today + timedelta(days=7)
facilities = self.env['fusion.ltc.facility'].search([
('active', '=', True),
('cleanup_frequency', '!=', False),
('next_cleanup_date', '<=', week_ahead),
('next_cleanup_date', '>=', today),
])
for facility in facilities:
existing = self.search([
('facility_id', '=', facility.id),
('scheduled_date', '=', facility.next_cleanup_date),
('state', 'not in', ['cancelled', 'rescheduled']),
], limit=1)
if not existing:
cleanup = self.create({
'facility_id': facility.id,
'scheduled_date': facility.next_cleanup_date,
})
cleanup.activity_schedule(
'mail.mail_activity_data_todo',
date_deadline=facility.next_cleanup_date - timedelta(days=3),
summary=_('Cleanup scheduled at %s', facility.name),
note=_('Cleanup is scheduled for %s.', facility.next_cleanup_date),
)

314
fusion_claims/models/ltc_facility.py Normal file
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@@ -0,0 +1,314 @@
# -*- coding: utf-8 -*-
# Copyright 2024-2026 Nexa Systems Inc.
# License OPL-1 (Odoo Proprietary License v1.0)
from dateutil.relativedelta import relativedelta
from odoo import models, fields, api, _
class FusionLTCFacility(models.Model):
_name = 'fusion.ltc.facility'
_description = 'LTC Facility'
_inherit = ['mail.thread', 'mail.activity.mixin']
_order = 'name'
name = fields.Char(
string='Facility Name',
required=True,
tracking=True,
)
code = fields.Char(
string='Code',
copy=False,
readonly=True,
default=lambda self: _('New'),
)
active = fields.Boolean(default=True)
image_1920 = fields.Image(string='Image', max_width=1920, max_height=1920)
partner_id = fields.Many2one(
'res.partner',
string='Contact Record',
help='The facility as a contact in the system',
tracking=True,
)
# Address
street = fields.Char(string='Street')
street2 = fields.Char(string='Street2')
city = fields.Char(string='City')
state_id = fields.Many2one(
'res.country.state',
string='Province',
domain="[('country_id', '=', country_id)]",
)
zip = fields.Char(string='Postal Code')
country_id = fields.Many2one('res.country', string='Country')
phone = fields.Char(string='Phone')
email = fields.Char(string='Email')
website = fields.Char(string='Website')
# Key contacts
director_of_care_id = fields.Many2one(
'res.partner',
string='Director of Care',
tracking=True,
)
service_supervisor_id = fields.Many2one(
'res.partner',
string='Service Supervisor',
tracking=True,
)
physiotherapist_ids = fields.Many2many(
'res.partner',
'ltc_facility_physiotherapist_rel',
'facility_id',
'partner_id',
string='Physiotherapists',
help='Primary contacts for equipment recommendations and communication',
)
# Structure
number_of_floors = fields.Integer(string='Number of Floors')
floor_ids = fields.One2many(
'fusion.ltc.floor',
'facility_id',
string='Floors',
)
# Contract
contract_start_date = fields.Date(string='Contract Start Date', tracking=True)
contract_end_date = fields.Date(string='Contract End Date', tracking=True)
contract_file = fields.Binary(
string='Contract Document',
attachment=True,
)
contract_file_filename = fields.Char(string='Contract Filename')
contract_notes = fields.Text(string='Contract Notes')
# Cleanup scheduling
cleanup_frequency = fields.Selection([
('quarterly', 'Quarterly (Every 3 Months)'),
('semi_annual', 'Semi-Annual (Every 6 Months)'),
('annual', 'Annual (Yearly)'),
('custom', 'Custom Interval'),
], string='Cleanup Frequency', default='quarterly')
cleanup_interval_days = fields.Integer(
string='Custom Interval (Days)',
help='Number of days between cleanups when using custom interval',
)
next_cleanup_date = fields.Date(
string='Next Cleanup Date',
compute='_compute_next_cleanup_date',
store=True,
readonly=False,
tracking=True,
)
# Related records
repair_ids = fields.One2many('fusion.ltc.repair', 'facility_id', string='Repairs')
cleanup_ids = fields.One2many('fusion.ltc.cleanup', 'facility_id', string='Cleanups')
# Computed counts
repair_count = fields.Integer(compute='_compute_repair_count', string='Total Repairs')
active_repair_count = fields.Integer(compute='_compute_repair_count', string='Active Repairs')
cleanup_count = fields.Integer(compute='_compute_cleanup_count', string='Cleanups')
notes = fields.Html(string='Notes')
@api.model_create_multi
def create(self, vals_list):
for vals in vals_list:
if vals.get('code', _('New')) == _('New'):
vals['code'] = self.env['ir.sequence'].next_by_code('fusion.ltc.facility') or _('New')
return super().create(vals_list)
@api.depends('contract_start_date', 'cleanup_frequency', 'cleanup_interval_days')
def _compute_next_cleanup_date(self):
today = fields.Date.context_today(self)
for facility in self:
start = facility.contract_start_date
freq = facility.cleanup_frequency
if not start or not freq:
if not facility.next_cleanup_date:
facility.next_cleanup_date = False
continue
interval = facility._get_cleanup_interval_days()
delta = relativedelta(days=interval)
candidate = start + delta
while candidate < today:
candidate += delta
facility.next_cleanup_date = candidate
def action_preview_contract(self):
self.ensure_one()
if not self.contract_file:
return {
'type': 'ir.actions.client',
'tag': 'display_notification',
'params': {
'title': _('No Document'),
'message': _('No contract document has been uploaded yet.'),
'type': 'warning',
'sticky': False,
},
}
attachment = self.env['ir.attachment'].search([
('res_model', '=', self._name),
('res_id', '=', self.id),
('res_field', '=', 'contract_file'),
], limit=1)
if not attachment:
attachment = self.env['ir.attachment'].search([
('res_model', '=', self._name),
('res_id', '=', self.id),
('name', '=', self.contract_file_filename or 'contract_file'),
], limit=1, order='id desc')
if attachment:
return {
'type': 'ir.actions.client',
'tag': 'fusion_claims.preview_document',
'params': {
'attachment_id': attachment.id,
'title': _('Contract - %s', self.name),
},
}
return {
'type': 'ir.actions.client',
'tag': 'display_notification',
'params': {
'title': _('Error'),
'message': _('Could not load contract document.'),
'type': 'danger',
'sticky': False,
},
}
def _compute_repair_count(self):
for facility in self:
repairs = facility.repair_ids
facility.repair_count = len(repairs)
facility.active_repair_count = len(repairs.filtered(
lambda r: r.stage_id and not r.stage_id.fold
))
def _compute_cleanup_count(self):
for facility in self:
facility.cleanup_count = len(facility.cleanup_ids)
def action_view_repairs(self):
self.ensure_one()
return {
'name': _('Repairs - %s', self.name),
'type': 'ir.actions.act_window',
'res_model': 'fusion.ltc.repair',
'view_mode': 'kanban,list,form',
'domain': [('facility_id', '=', self.id)],
'context': {'default_facility_id': self.id},
}
def action_view_cleanups(self):
self.ensure_one()
return {
'name': _('Cleanups - %s', self.name),
'type': 'ir.actions.act_window',
'res_model': 'fusion.ltc.cleanup',
'view_mode': 'list,kanban,form',
'domain': [('facility_id', '=', self.id)],
'context': {'default_facility_id': self.id},
}
def _get_cleanup_interval_days(self):
mapping = {
'quarterly': 90,
'semi_annual': 180,
'annual': 365,
}
if self.cleanup_frequency == 'custom':
return self.cleanup_interval_days or 90
return mapping.get(self.cleanup_frequency, 90)
class FusionLTCFloor(models.Model):
_name = 'fusion.ltc.floor'
_description = 'LTC Facility Floor'
_order = 'sequence, name'
facility_id = fields.Many2one(
'fusion.ltc.facility',
string='Facility',
required=True,
ondelete='cascade',
)
name = fields.Char(string='Floor Name', required=True)
sequence = fields.Integer(string='Sequence', default=10)
station_ids = fields.One2many(
'fusion.ltc.station',
'floor_id',
string='Nursing Stations',
)
head_nurse_id = fields.Many2one(
'res.partner',
string='Head Nurse',
)
physiotherapist_id = fields.Many2one(
'res.partner',
string='Physiotherapist',
help='Floor-level physiotherapist if different from facility level',
)
class FusionLTCStation(models.Model):
_name = 'fusion.ltc.station'
_description = 'LTC Nursing Station'
_order = 'sequence, name'
floor_id = fields.Many2one(
'fusion.ltc.floor',
string='Floor',
required=True,
ondelete='cascade',
)
name = fields.Char(string='Station Name', required=True)
sequence = fields.Integer(string='Sequence', default=10)
head_nurse_id = fields.Many2one(
'res.partner',
string='Head Nurse',
)
phone = fields.Char(string='Phone')
class FusionLTCFamilyContact(models.Model):
_name = 'fusion.ltc.family.contact'
_description = 'LTC Resident Family Contact'
_order = 'is_poa desc, name'
partner_id = fields.Many2one(
'res.partner',
string='Resident',
required=True,
ondelete='cascade',
)
name = fields.Char(string='Contact Name', required=True)
relationship = fields.Selection([
('spouse', 'Spouse'),
('child', 'Child'),
('sibling', 'Sibling'),
('parent', 'Parent'),
('guardian', 'Guardian'),
('poa', 'Power of Attorney'),
('other', 'Other'),
], string='Relationship')
phone = fields.Char(string='Phone')
phone2 = fields.Char(string='Phone 2')
email = fields.Char(string='Email')
is_poa = fields.Boolean(string='Is POA', help='Is this person the Power of Attorney?')
notes = fields.Char(string='Notes')

68
fusion_claims/models/ltc_form_submission.py Normal file
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@@ -0,0 +1,68 @@
# -*- coding: utf-8 -*-
# Copyright 2024-2026 Nexa Systems Inc.
# License OPL-1 (Odoo Proprietary License v1.0)
from odoo import models, fields, api, _
class FusionLTCFormSubmission(models.Model):
_name = 'fusion.ltc.form.submission'
_description = 'LTC Form Submission'
_order = 'submitted_date desc, id desc'
name = fields.Char(
string='Reference',
required=True,
copy=False,
readonly=True,
default=lambda self: _('New'),
)
form_type = fields.Selection([
('repair', 'Repair Request'),
], string='Form Type', default='repair', required=True, index=True)
repair_id = fields.Many2one(
'fusion.ltc.repair',
string='Repair Request',
ondelete='set null',
index=True,
)
facility_id = fields.Many2one(
'fusion.ltc.facility',
string='Facility',
index=True,
)
client_name = fields.Char(string='Client Name')
room_number = fields.Char(string='Room Number')
product_serial = fields.Char(string='Product Serial #')
is_emergency = fields.Boolean(string='Emergency')
submitted_date = fields.Datetime(
string='Submitted Date',
default=fields.Datetime.now,
readonly=True,
)
ip_address = fields.Char(string='IP Address', readonly=True)
status = fields.Selection([
('submitted', 'Submitted'),
('processed', 'Processed'),
('rejected', 'Rejected'),
], string='Status', default='submitted', tracking=True)
@api.model_create_multi
def create(self, vals_list):
for vals in vals_list:
if vals.get('name', _('New')) == _('New'):
vals['name'] = self.env['ir.sequence'].next_by_code(
'fusion.ltc.form.submission'
) or _('New')
return super().create(vals_list)
def action_view_repair(self):
self.ensure_one()
if not self.repair_id:
return
return {
'type': 'ir.actions.act_window',
'res_model': 'fusion.ltc.repair',
'view_mode': 'form',
'res_id': self.repair_id.id,
}

376
fusion_claims/models/ltc_repair.py Normal file
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@@ -0,0 +1,376 @@
# -*- coding: utf-8 -*-
# Copyright 2024-2026 Nexa Systems Inc.
# License OPL-1 (Odoo Proprietary License v1.0)
from odoo import models, fields, api, _
from odoo.exceptions import UserError
class FusionLTCRepairStage(models.Model):
_name = 'fusion.ltc.repair.stage'
_description = 'LTC Repair Stage'
_order = 'sequence, id'
name = fields.Char(string='Stage Name', required=True, translate=True)
sequence = fields.Integer(string='Sequence', default=10)
fold = fields.Boolean(
string='Folded in Kanban',
help='Folded stages are hidden by default in the kanban view',
)
color = fields.Char(
string='Stage Color',
help='CSS color class for stage badge (e.g. info, success, warning, danger)',
default='secondary',
)
description = fields.Text(string='Description')
class FusionLTCRepair(models.Model):
_name = 'fusion.ltc.repair'
_description = 'LTC Repair Request'
_inherit = ['mail.thread', 'mail.activity.mixin']
_order = 'issue_reported_date desc, id desc'
name = fields.Char(
string='Reference',
required=True,
copy=False,
readonly=True,
default=lambda self: _('New'),
)
facility_id = fields.Many2one(
'fusion.ltc.facility',
string='LTC Facility',
required=True,
tracking=True,
index=True,
)
client_id = fields.Many2one(
'res.partner',
string='Client/Resident',
tracking=True,
help='Link to the resident contact record',
)
client_name = fields.Char(
string='Client Name',
help='Quick entry name when no contact record exists',
)
display_client_name = fields.Char(
compute='_compute_display_client_name',
string='Client',
store=True,
)
room_number = fields.Char(string='Room Number')
stage_id = fields.Many2one(
'fusion.ltc.repair.stage',
string='Stage',
tracking=True,
group_expand='_read_group_stage_ids',
default=lambda self: self._default_stage_id(),
index=True,
)
kanban_state = fields.Selection([
('normal', 'In Progress'),
('done', 'Ready'),
('blocked', 'Blocked'),
], string='Kanban State', default='normal', tracking=True)
color = fields.Integer(string='Color Index')
is_emergency = fields.Boolean(
string='Emergency Repair',
tracking=True,
help='Emergency visits may be chargeable at an extra rate',
)
priority = fields.Selection([
('0', 'Normal'),
('1', 'High'),
], string='Priority', default='0')
product_serial = fields.Char(string='Product Serial #')
product_id = fields.Many2one(
'product.product',
string='Product',
help='Link to product record if applicable',
)
issue_description = fields.Text(
string='Issue Description',
required=True,
)
issue_reported_date = fields.Date(
string='Issue Reported Date',
required=True,
default=fields.Date.context_today,
tracking=True,
)
issue_fixed_date = fields.Date(
string='Issue Fixed Date',
tracking=True,
)
resolution_description = fields.Text(string='Resolution Description')
assigned_technician_id = fields.Many2one(
'res.users',
string='Assigned Technician',
tracking=True,
)
task_id = fields.Many2one(
'fusion.technician.task',
string='Field Service Task',
tracking=True,
)
sale_order_id = fields.Many2one(
'sale.order',
string='Sale Order',
tracking=True,
help='Sale order created for this repair if applicable',
)
sale_order_name = fields.Char(
related='sale_order_id.name',
string='SO Reference',
)
poa_name = fields.Char(string='Family/POA Name')
poa_phone = fields.Char(string='Family/POA Phone')
company_id = fields.Many2one(
'res.company',
string='Company',
default=lambda self: self.env.company,
)
currency_id = fields.Many2one(
'res.currency',
related='company_id.currency_id',
)
repair_value = fields.Monetary(
string='Repair Value',
currency_field='currency_id',
)
photo_ids = fields.Many2many(
'ir.attachment',
'ltc_repair_photo_rel',
'repair_id',
'attachment_id',
string='Photos (Legacy)',
)
before_photo_ids = fields.Many2many(
'ir.attachment',
'ltc_repair_before_photo_rel',
'repair_id',
'attachment_id',
string='Before Photos',
)
after_photo_ids = fields.Many2many(
'ir.attachment',
'ltc_repair_after_photo_rel',
'repair_id',
'attachment_id',
string='After Photos',
)
notes = fields.Text(string='Internal Notes')
source = fields.Selection([
('portal_form', 'Portal Form'),
('manual', 'Manual Entry'),
('phone', 'Phone Call'),
('migrated', 'Migrated'),
], string='Source', default='manual', tracking=True)
stage_color = fields.Char(
related='stage_id.color',
string='Stage Color',
store=True,
)
@api.model_create_multi
def create(self, vals_list):
for vals in vals_list:
if vals.get('name', _('New')) == _('New'):
vals['name'] = self.env['ir.sequence'].next_by_code('fusion.ltc.repair') or _('New')
records = super().create(vals_list)
for record in records:
record._post_creation_message()
return records
def _post_creation_message(self):
body = _(
"Repair request submitted for <b>%(client)s</b> in Room <b>%(room)s</b>"
" at <b>%(facility)s</b>.<br/>"
"Issue: %(issue)s",
client=self.display_client_name or 'N/A',
room=self.room_number or 'N/A',
facility=self.facility_id.name,
issue=self.issue_description or '',
)
self.message_post(body=body, message_type='comment')
def _default_stage_id(self):
return self.env['fusion.ltc.repair.stage'].search([], order='sequence', limit=1).id
@api.model
def _read_group_stage_ids(self, stages, domain):
return self.env['fusion.ltc.repair.stage'].search([], order='sequence')
@api.depends('client_id', 'client_name')
def _compute_display_client_name(self):
for repair in self:
if repair.client_id:
repair.display_client_name = repair.client_id.name
else:
repair.display_client_name = repair.client_name or ''
@api.onchange('client_id')
def _onchange_client_id(self):
if self.client_id:
self.client_name = self.client_id.name
if hasattr(self.client_id, 'x_fc_ltc_room_number') and self.client_id.x_fc_ltc_room_number:
self.room_number = self.client_id.x_fc_ltc_room_number
if hasattr(self.client_id, 'x_fc_ltc_facility_id') and self.client_id.x_fc_ltc_facility_id:
self.facility_id = self.client_id.x_fc_ltc_facility_id
def action_view_sale_order(self):
self.ensure_one()
if not self.sale_order_id:
return
return {
'name': self.sale_order_id.name,
'type': 'ir.actions.act_window',
'res_model': 'sale.order',
'view_mode': 'form',
'res_id': self.sale_order_id.id,
}
def action_view_task(self):
self.ensure_one()
if not self.task_id:
return
return {
'name': self.task_id.name,
'type': 'ir.actions.act_window',
'res_model': 'fusion.technician.task',
'view_mode': 'form',
'res_id': self.task_id.id,
}
def action_create_sale_order(self):
self.ensure_one()
if self.sale_order_id:
raise UserError(_('A sale order already exists for this repair.'))
if not self.client_id and self.client_name:
return {
'name': _('Link Contact'),
'type': 'ir.actions.act_window',
'res_model': 'fusion.ltc.repair.create.so.wizard',
'view_mode': 'form',
'target': 'new',
'context': {
'default_repair_id': self.id,
'default_client_name': self.client_name,
},
}
if not self.client_id:
raise UserError(_('Please set a client before creating a sale order.'))
return self._create_linked_sale_order()
def _create_linked_sale_order(self):
self.ensure_one()
SaleOrder = self.env['sale.order']
OrderLine = self.env['sale.order.line']
so_vals = {
'partner_id': self.client_id.id,
'x_fc_ltc_repair_id': self.id,
}
sale_order = SaleOrder.create(so_vals)
seq = 10
OrderLine.create({
'order_id': sale_order.id,
'display_type': 'line_section',
'name': 'PRODUCTS & REPAIRS',
'sequence': seq,
})
seq += 10
repair_tmpl = self.env.ref(
'fusion_claims.product_ltc_repair_service', raise_if_not_found=False
)
repair_product = (
repair_tmpl.product_variant_id if repair_tmpl else False
)
line_vals = {
'order_id': sale_order.id,
'sequence': seq,
'name': 'Repairs at LTC Home - %s' % (self.facility_id.name or ''),
}
if repair_product:
line_vals['product_id'] = repair_product.id
else:
line_vals['display_type'] = 'line_note'
OrderLine.create(line_vals)
seq += 10
OrderLine.create({
'order_id': sale_order.id,
'display_type': 'line_section',
'name': 'REPORTED ISSUES',
'sequence': seq,
})
seq += 10
if self.issue_description:
OrderLine.create({
'order_id': sale_order.id,
'display_type': 'line_note',
'name': self.issue_description,
'sequence': seq,
})
seq += 10
if self.issue_reported_date:
OrderLine.create({
'order_id': sale_order.id,
'display_type': 'line_note',
'name': 'Reported Date: %s' % self.issue_reported_date,
'sequence': seq,
})
seq += 10
OrderLine.create({
'order_id': sale_order.id,
'display_type': 'line_section',
'name': 'PROPOSED RESOLUTION',
'sequence': seq,
})
seq += 10
if self.resolution_description:
OrderLine.create({
'order_id': sale_order.id,
'display_type': 'line_note',
'name': self.resolution_description,
'sequence': seq,
})
seq += 10
if self.product_serial:
OrderLine.create({
'order_id': sale_order.id,
'display_type': 'line_note',
'name': 'Serial Number: %s' % self.product_serial,
'sequence': seq,
})
self.sale_order_id = sale_order.id
return {
'name': sale_order.name,
'type': 'ir.actions.act_window',
'res_model': 'sale.order',
'view_mode': 'form',
'res_id': sale_order.id,
}

18
fusion_claims/models/res_config_settings.py
View File

@@ -6,6 +6,7 @@
import logging import logging
from odoo import models, fields, api from odoo import models, fields, api
from odoo.exceptions import ValidationError
_logger = logging.getLogger(__name__) _logger = logging.getLogger(__name__)
@@ -476,6 +477,16 @@ class ResConfigSettings(models.TransientModel):
help='Default ODSP office contact for new ODSP cases', help='Default ODSP office contact for new ODSP cases',
) )
# =========================================================================
# PORTAL FORMS
# =========================================================================
fc_ltc_form_password = fields.Char(
string='LTC Form Access Password',
config_parameter='fusion_claims.ltc_form_password',
help='Minimum 4 characters. Share with facility staff to access the repair form.',
)
@api.model @api.model
def get_values(self): def get_values(self):
res = super().get_values() res = super().get_values()
@@ -571,6 +582,13 @@ class ResConfigSettings(models.TransientModel):
# Office notification recipients are stored via related field on res.company # Office notification recipients are stored via related field on res.company
# No need to store in ir.config_parameter # No need to store in ir.config_parameter
# Validate LTC form password length
form_pw = self.fc_ltc_form_password or ''
if form_pw and len(form_pw.strip()) < 4:
raise ValidationError(
'LTC Form Access Password must be at least 4 characters.'
)
# Store designated vendor signer (Many2one - manual handling) # Store designated vendor signer (Many2one - manual handling)
if self.fc_designated_vendor_signer: if self.fc_designated_vendor_signer:
ICP.set_param('fusion_claims.designated_vendor_signer', ICP.set_param('fusion_claims.designated_vendor_signer',

19
fusion_claims/models/res_partner.py
View File

@@ -76,6 +76,25 @@ class ResPartner(models.Model):
store=True, store=True,
) )
# ==========================================================================
# LTC FIELDS
# ==========================================================================
x_fc_ltc_facility_id = fields.Many2one(
'fusion.ltc.facility',
string='LTC Home',
tracking=True,
help='Long-Term Care Home this resident belongs to',
)
x_fc_ltc_room_number = fields.Char(
string='Room Number',
tracking=True,
)
x_fc_ltc_family_contact_ids = fields.One2many(
'fusion.ltc.family.contact',
'partner_id',
string='Family Contacts',
)
@api.depends('x_fc_contact_type') @api.depends('x_fc_contact_type')
def _compute_is_odsp_office(self): def _compute_is_odsp_office(self):
for partner in self: for partner in self:

21
fusion_claims/models/sale_order.py
View File

@@ -35,6 +35,22 @@ class SaleOrder(models.Model):
help='True only for ADP or ADP/ODSP sale types', help='True only for ADP or ADP/ODSP sale types',
) )
# ==========================================================================
# LTC REPAIR LINK
# ==========================================================================
x_fc_ltc_repair_id = fields.Many2one(
'fusion.ltc.repair',
string='LTC Repair',
tracking=True,
ondelete='set null',
index=True,
)
x_fc_is_ltc_repair_sale = fields.Boolean(
compute='_compute_is_ltc_repair_sale',
store=True,
string='Is LTC Repair Sale',
)
# ========================================================================== # ==========================================================================
# INVOICE COUNT FIELDS (Separate ADP and Client invoices) # INVOICE COUNT FIELDS (Separate ADP and Client invoices)
# ========================================================================== # ==========================================================================
@@ -402,6 +418,11 @@ class SaleOrder(models.Model):
for order in self: for order in self:
order.x_fc_is_adp_sale = order._is_adp_sale() order.x_fc_is_adp_sale = order._is_adp_sale()
@api.depends('x_fc_ltc_repair_id')
def _compute_is_ltc_repair_sale(self):
for order in self:
order.x_fc_is_ltc_repair_sale = bool(order.x_fc_ltc_repair_id)
# ========================================================================== # ==========================================================================
# SALE TYPE AND CLIENT TYPE FIELDS # SALE TYPE AND CLIENT TYPE FIELDS
# ========================================================================== # ==========================================================================

31
fusion_claims/models/technician_task.py
View File

@@ -153,9 +153,17 @@ class FusionTechnicianTask(models.Model):
('assessment', 'Assessment'), ('assessment', 'Assessment'),
('installation', 'Installation'), ('installation', 'Installation'),
('maintenance', 'Maintenance'), ('maintenance', 'Maintenance'),
('ltc_visit', 'LTC Visit'),
('other', 'Other'), ('other', 'Other'),
], string='Task Type', required=True, default='delivery', tracking=True) ], string='Task Type', required=True, default='delivery', tracking=True)
facility_id = fields.Many2one(
'fusion.ltc.facility',
string='LTC Facility',
tracking=True,
help='LTC Home for this visit',
)
# ------------------------------------------------------------------ # ------------------------------------------------------------------
# SCHEDULING # SCHEDULING
# ------------------------------------------------------------------ # ------------------------------------------------------------------
@@ -219,6 +227,7 @@ class FusionTechnicianTask(models.Model):
'assessment': 1.5, 'assessment': 1.5,
'installation': 2.0, 'installation': 2.0,
'maintenance': 1.5, 'maintenance': 1.5,
'ltc_visit': 3.0,
'other': 1.0, 'other': 1.0,
} }
@@ -919,6 +928,26 @@ class FusionTechnicianTask(models.Model):
addr = order.dest_address_id or order.partner_id addr = order.dest_address_id or order.partner_id
self._fill_address_from_partner(addr) self._fill_address_from_partner(addr)
@api.onchange('facility_id')
def _onchange_facility_id(self):
"""Auto-fill address from the LTC facility."""
if self.facility_id and self.task_type == 'ltc_visit':
fac = self.facility_id
self.address_street = fac.street or ''
self.address_street2 = fac.street2 or ''
self.address_city = fac.city or ''
self.address_state_id = fac.state_id.id if fac.state_id else False
self.address_zip = fac.zip or ''
self.description = self.description or _(
'LTC Visit at %s', fac.name
)
@api.onchange('task_type')
def _onchange_task_type_ltc(self):
if self.task_type == 'ltc_visit':
self.sale_order_id = False
self.purchase_order_id = False
def _fill_address_from_partner(self, addr): def _fill_address_from_partner(self, addr):
"""Populate address fields from a partner record.""" """Populate address fields from a partner record."""
if not addr: if not addr:
@@ -941,6 +970,8 @@ class FusionTechnicianTask(models.Model):
for task in self: for task in self:
if task.x_fc_sync_source: if task.x_fc_sync_source:
continue continue
if task.task_type == 'ltc_visit':
continue
if not task.sale_order_id and not task.purchase_order_id: if not task.sale_order_id and not task.purchase_order_id:
raise ValidationError(_( raise ValidationError(_(
"A task must be linked to either a Sale Order (Case) or a Purchase Order." "A task must be linked to either a Sale Order (Case) or a Purchase Order."

15
fusion_claims/report/report_actions.xml
View File

@@ -45,6 +45,21 @@
<field name="paperformat_id" ref="paperformat_a4_landscape"/> <field name="paperformat_id" ref="paperformat_a4_landscape"/>
</record> </record>
<!-- =============================================================== -->
<!-- LTC Repair Order / Quotation Report (Landscape) -->
<!-- =============================================================== -->
<record id="action_report_saleorder_ltc_repair" model="ir.actions.report">
<field name="name">LTC Repair Order / Quotation</field>
<field name="model">sale.order</field>
<field name="report_type">qweb-pdf</field>
<field name="report_name">fusion_claims.report_saleorder_ltc_repair</field>
<field name="report_file">fusion_claims.report_saleorder_ltc_repair</field>
<field name="print_report_name">'LTC Repair - %s - %s' % (object.name, object.partner_id.name)</field>
<field name="binding_model_id" ref="sale.model_sale_order"/>
<field name="binding_type">report</field>
<field name="paperformat_id" ref="paperformat_a4_landscape"/>
</record>
<!-- Invoice Reports --> <!-- Invoice Reports -->
<record id="action_report_invoice_portrait" model="ir.actions.report"> <record id="action_report_invoice_portrait" model="ir.actions.report">
<field name="name">Invoice (Portrait)</field> <field name="name">Invoice (Portrait)</field>

139
fusion_claims/report/report_ltc_nursing_station.xml Normal file
View File

@@ -0,0 +1,139 @@
<?xml version="1.0" encoding="utf-8"?>
<odoo>
<template id="report_ltc_nursing_station_document">
<t t-call="web.html_container">
<t t-foreach="docs" t-as="facility">
<t t-call="web.external_layout">
<div class="page" style="font-size: 11px;">
<h3 class="text-center mb-3">
Equipment Repair Log - <t t-esc="facility.name"/>
</h3>
<p class="text-center text-muted mb-4">
Generated: <t t-esc="context_timestamp(datetime.datetime.now()).strftime('%B %d, %Y')"/>
</p>
<table class="table table-bordered" style="border: 1px solid #000;">
<thead>
<tr style="background-color: #f0f0f0; height: 20px;">
<th style="border: 1px solid #000; width: 5%; text-align: center;">S/N</th>
<th style="border: 1px solid #000; width: 18%;">Client Name</th>
<th style="border: 1px solid #000; width: 8%; text-align: center;">Room #</th>
<th style="border: 1px solid #000; width: 27%;">Issue Description</th>
<th style="border: 1px solid #000; width: 12%; text-align: center;">Reported Date</th>
<th style="border: 1px solid #000; width: 20%;">Resolution</th>
<th style="border: 1px solid #000; width: 10%; text-align: center;">Fixed Date</th>
</tr>
</thead>
<tbody>
<t t-set="counter" t-value="0"/>
<t t-foreach="facility.repair_ids.sorted(key=lambda r: r.issue_reported_date or '', reverse=True)"
t-as="repair">
<t t-set="counter" t-value="counter + 1"/>
<tr style="height: 20px;">
<td style="border: 1px solid #000; text-align: center;">
<t t-esc="counter"/>
</td>
<td style="border: 1px solid #000;">
<t t-esc="repair.display_client_name"/>
</td>
<td style="border: 1px solid #000; text-align: center;">
<t t-esc="repair.room_number"/>
</td>
<td style="border: 1px solid #000; font-size: 10px;">
<t t-esc="repair.issue_description"/>
</td>
<td style="border: 1px solid #000; text-align: center;">
<t t-if="repair.issue_reported_date">
<t t-esc="repair.issue_reported_date" t-options='{"widget": "date"}'/>
</t>
</td>
<td style="border: 1px solid #000; font-size: 10px;">
<t t-esc="repair.resolution_description or ''"/>
</td>
<td style="border: 1px solid #000; text-align: center;">
<t t-if="repair.issue_fixed_date">
<t t-esc="repair.issue_fixed_date" t-options='{"widget": "date"}'/>
</t>
</td>
</tr>
</t>
</tbody>
</table>
</div>
</t>
</t>
</t>
</template>
<template id="report_ltc_repairs_summary_document">
<t t-call="web.html_container">
<t t-foreach="docs" t-as="facility">
<t t-call="web.external_layout">
<div class="page">
<h3 class="text-center mb-3">
Repair Summary - <t t-esc="facility.name"/>
</h3>
<p class="text-center text-muted mb-4">
Total Repairs: <t t-esc="len(facility.repair_ids)"/>
</p>
<h5>Repairs by Stage</h5>
<table class="table table-bordered">
<thead>
<tr>
<th>Stage</th>
<th class="text-end">Count</th>
</tr>
</thead>
<tbody>
<t t-set="stages" t-value="{}"/>
<t t-foreach="facility.repair_ids" t-as="r">
<t t-set="sname" t-value="r.stage_id.name or 'No Stage'"/>
<t t-if="sname not in stages">
<t t-set="_" t-value="stages.__setitem__(sname, 0)"/>
</t>
<t t-set="_" t-value="stages.__setitem__(sname, stages[sname] + 1)"/>
</t>
<t t-foreach="stages" t-as="stage_name">
<tr>
<td><t t-esc="stage_name"/></td>
<td class="text-end"><t t-esc="stages[stage_name]"/></td>
</tr>
</t>
</tbody>
</table>
<h5 class="mt-4">Recent Repairs</h5>
<table class="table table-bordered">
<thead>
<tr>
<th>Reference</th>
<th>Client</th>
<th>Room</th>
<th>Reported</th>
<th>Fixed</th>
<th>Stage</th>
</tr>
</thead>
<tbody>
<t t-foreach="facility.repair_ids.sorted(key=lambda r: r.issue_reported_date or '', reverse=True)[:50]"
t-as="repair">
<tr>
<td><t t-esc="repair.name"/></td>
<td><t t-esc="repair.display_client_name"/></td>
<td><t t-esc="repair.room_number"/></td>
<td><t t-esc="repair.issue_reported_date" t-options='{"widget": "date"}'/></td>
<td><t t-esc="repair.issue_fixed_date" t-options='{"widget": "date"}'/></td>
<td><t t-esc="repair.stage_id.name"/></td>
</tr>
</t>
</tbody>
</table>
</div>
</t>
</t>
</t>
</template>
</odoo>

280
fusion_claims/report/sale_report_ltc_repair.xml Normal file
View File

@@ -0,0 +1,280 @@
<?xml version="1.0" encoding="UTF-8"?>
<!--
Copyright 2024-2026 Nexa Systems Inc.
License OPL-1 (Odoo Proprietary License v1.0)
Part of the Fusion Claim Assistant product family.
Landscape LTC Repair Order / Quotation Report Template
-->
<odoo>
<template id="report_saleorder_ltc_repair">
<t t-call="web.html_container">
<t t-foreach="docs" t-as="doc">
<t t-call="web.external_layout">
<t t-set="doc" t-value="doc.with_context(lang=doc.partner_id.lang)"/>
<t t-set="repair" t-value="doc.x_fc_ltc_repair_id"/>
<style>
.fc-ltc { font-family: Arial, sans-serif; font-size: 11pt; }
.fc-ltc table { width: 100%; border-collapse: collapse; margin-bottom: 12px; }
.fc-ltc table.bordered, .fc-ltc table.bordered th, .fc-ltc table.bordered td { border: 1px solid #000; }
.fc-ltc th { background-color: #0066a1; color: white; padding: 8px 10px; font-weight: bold; font-size: 10pt; }
.fc-ltc td { padding: 6px 8px; vertical-align: top; font-size: 10pt; }
.fc-ltc .text-center { text-align: center; }
.fc-ltc .text-end { text-align: right; }
.fc-ltc .text-start { text-align: left; }
.fc-ltc .repair-bg { background-color: #e8f5e9; }
.fc-ltc .section-row { background-color: #f0f0f0; font-weight: bold; }
.fc-ltc .note-row { font-style: italic; }
.fc-ltc h2 { color: #0066a1; margin: 10px 0; font-size: 18pt; }
.fc-ltc .info-table td { padding: 8px 12px; font-size: 11pt; }
.fc-ltc .info-table th { background-color: #f5f5f5; color: #333; font-size: 10pt; padding: 6px 12px; }
.fc-ltc .totals-table { border: 1px solid #000; }
.fc-ltc .totals-table td { border: 1px solid #000; padding: 8px 12px; font-size: 11pt; }
.fc-ltc .photo-grid { display: flex; flex-wrap: wrap; gap: 10px; margin-top: 8px; }
.fc-ltc .photo-grid img { max-width: 220px; max-height: 180px; border: 1px solid #ccc; }
.fc-ltc .photo-section { margin-top: 20px; page-break-inside: avoid; }
.fc-ltc .photo-section h3 { color: #0066a1; font-size: 14pt; border-bottom: 2px solid #0066a1; padding-bottom: 4px; }
</style>
<div class="fc-ltc">
<div class="page">
<!-- Document Title -->
<h2 style="text-align: left;">
<span t-if="doc.state in ['draft','sent']">LTC Repair Quotation </span>
<span t-else="">LTC Repair Order </span>
<span t-field="doc.name"/>
</h2>
<!-- Address Table -->
<table class="bordered">
<thead>
<tr>
<th style="width: 50%;">BILLING ADDRESS</th>
<th style="width: 50%;">DELIVERY ADDRESS</th>
</tr>
</thead>
<tbody>
<tr>
<td style="height: 70px; font-size: 12pt;">
<div t-field="doc.partner_invoice_id"
t-options="{'widget': 'contact', 'fields': ['name', 'address'], 'no_marker': True}"/>
</td>
<td style="height: 70px; font-size: 12pt;">
<div t-field="doc.partner_shipping_id"
t-options="{'widget': 'contact', 'fields': ['name', 'address'], 'no_marker': True}"/>
</td>
</tr>
</tbody>
</table>
<!-- Order Info Table -->
<table class="bordered info-table">
<thead>
<tr>
<th>ORDER DATE</th>
<th>SALES REP</th>
<th>VALIDITY</th>
</tr>
</thead>
<tbody>
<tr>
<td class="text-center">
<span t-field="doc.date_order" t-options="{'widget': 'date'}"/>
</td>
<td class="text-center">
<span t-field="doc.user_id"/>
</td>
<td class="text-center">
<span t-field="doc.validity_date"/>
</td>
</tr>
</tbody>
</table>
<!-- LTC Repair Info Table -->
<t t-if="repair">
<table class="bordered info-table">
<thead>
<tr class="repair-bg">
<th style="background-color: #e8f5e9; color: #333;">REPAIR REF</th>
<th style="background-color: #e8f5e9; color: #333;">TECHNICIAN</th>
<th style="background-color: #e8f5e9; color: #333;">REPORTED DATE</th>
<th style="background-color: #e8f5e9; color: #333;">SERIAL #</th>
<th style="background-color: #e8f5e9; color: #333;">LTC LOCATION</th>
<th style="background-color: #e8f5e9; color: #333;">ROOM #</th>
</tr>
</thead>
<tbody>
<tr class="repair-bg">
<td class="text-center">
<span t-esc="repair.name or '-'"/>
</td>
<td class="text-center">
<span t-if="repair.assigned_technician_id"
t-esc="repair.assigned_technician_id.name"/>
<span t-else="">-</span>
</td>
<td class="text-center">
<t t-if="repair.issue_reported_date">
<span t-field="repair.issue_reported_date"/>
</t>
<t t-else="">-</t>
</td>
<td class="text-center">
<span t-esc="repair.product_serial or '-'"/>
</td>
<td class="text-center">
<span t-if="repair.facility_id"
t-esc="repair.facility_id.name"/>
<span t-else="">-</span>
</td>
<td class="text-center">
<span t-esc="repair.room_number or '-'"/>
</td>
</tr>
</tbody>
</table>
</t>
<!-- Order Lines Table -->
<table class="bordered">
<thead>
<tr>
<th class="text-start" style="width: 40%;">DESCRIPTION</th>
<th class="text-center" style="width: 10%;">QTY</th>
<th class="text-center" style="width: 15%;">UNIT PRICE</th>
<th class="text-center" style="width: 15%;">TAX</th>
<th class="text-center" style="width: 20%;">TOTAL</th>
</tr>
</thead>
<tbody>
<t t-foreach="doc.order_line" t-as="line">
<!-- Section Header -->
<t t-if="line.display_type == 'line_section'">
<tr class="section-row">
<td colspan="5">
<strong><span t-field="line.name"/></strong>
</td>
</tr>
</t>
<!-- Note Line -->
<t t-elif="line.display_type == 'line_note'">
<tr class="note-row">
<td colspan="5">
<span t-field="line.name"/>
</td>
</tr>
</t>
<!-- Product Line -->
<t t-elif="not line.display_type">
<tr>
<td>
<t t-if="line.name">
<t t-set="clean_name" t-value="line.name"/>
<t t-if="'] ' in line.name">
<t t-set="clean_name" t-value="line.name.split('] ', 1)[1]"/>
</t>
<t t-esc="clean_name"/>
</t>
</td>
<td class="text-center">
<span t-esc="int(line.product_uom_qty) if line.product_uom_qty == int(line.product_uom_qty) else line.product_uom_qty"/>
</td>
<td class="text-end">
<span t-field="line.price_unit" t-options='{"widget": "monetary", "display_currency": doc.currency_id}'/>
</td>
<td class="text-center">
<t t-esc="', '.join([(tax.invoice_label or tax.name) for tax in line.tax_ids]) or 'NO TAX SALE'"/>
</td>
<td class="text-end">
<span t-field="line.price_subtotal" t-options='{"widget": "monetary", "display_currency": doc.currency_id}'/>
</td>
</tr>
</t>
</t>
</tbody>
</table>
<!-- Payment Terms and Totals Row -->
<div class="row" style="margin-top: 15px;">
<div class="col-7">
<t t-if="doc.payment_term_id.note">
<strong>Payment Terms:</strong><br/>
<span t-field="doc.payment_term_id.note"/>
</t>
</div>
<div class="col-5" style="text-align: right;">
<table class="totals-table" style="width: auto; margin-left: auto;">
<tr>
<td style="min-width: 200px;">Subtotal</td>
<td class="text-end" style="min-width: 150px;">
<span t-field="doc.amount_untaxed" t-options='{"widget": "monetary", "display_currency": doc.currency_id}'/>
</td>
</tr>
<tr>
<td>Taxes</td>
<td class="text-end">
<span t-field="doc.amount_tax" t-options='{"widget": "monetary", "display_currency": doc.currency_id}'/>
</td>
</tr>
<tr>
<td><strong>Grand Total</strong></td>
<td class="text-end"><strong>
<span t-field="doc.amount_total" t-options='{"widget": "monetary", "display_currency": doc.currency_id}'/>
</strong></td>
</tr>
</table>
</div>
</div>
<!-- Terms and Conditions -->
<t t-if="doc.note">
<div style="margin-top: 15px;">
<strong>Terms and Conditions:</strong>
<div t-field="doc.note"/>
</div>
</t>
<!-- Before Photos -->
<t t-if="repair and repair.before_photo_ids">
<div class="photo-section">
<h3>Before Photos (Reported Condition)</h3>
<div class="photo-grid">
<t t-foreach="repair.before_photo_ids" t-as="photo">
<img t-att-src="image_data_uri(photo.datas)"
t-att-alt="photo.name"/>
</t>
</div>
</div>
</t>
<!-- After Photos -->
<t t-if="repair and repair.after_photo_ids">
<div class="photo-section">
<h3>After Photos (Completed Repair)</h3>
<div class="photo-grid">
<t t-foreach="repair.after_photo_ids" t-as="photo">
<img t-att-src="image_data_uri(photo.datas)"
t-att-alt="photo.name"/>
</t>
</div>
</div>
</t>
<!-- Signature -->
<t t-if="doc.signature">
<div style="margin-top: 20px; text-align: right;">
<strong>Signature</strong><br/>
<img t-att-src="image_data_uri(doc.signature)" style="max-height: 4cm; max-width: 8cm;"/><br/>
<span t-field="doc.signed_by"/>
</div>
</t>
</div>
</div>
</t>
</t>
</t>
</template>
</odoo>

18
fusion_claims/security/ir.model.access.csv
View File

@@ -73,3 +73,21 @@ access_fusion_submit_to_odsp_wizard_user,fusion_claims.submit.to.odsp.wizard.use
access_fusion_submit_to_odsp_wizard_manager,fusion_claims.submit.to.odsp.wizard.manager,model_fusion_claims_submit_to_odsp_wizard,sales_team.group_sale_manager,1,1,1,1 access_fusion_submit_to_odsp_wizard_manager,fusion_claims.submit.to.odsp.wizard.manager,model_fusion_claims_submit_to_odsp_wizard,sales_team.group_sale_manager,1,1,1,1
access_fusion_task_sync_config_manager,fusion.task.sync.config.manager,model_fusion_task_sync_config,sales_team.group_sale_manager,1,1,1,1 access_fusion_task_sync_config_manager,fusion.task.sync.config.manager,model_fusion_task_sync_config,sales_team.group_sale_manager,1,1,1,1
access_fusion_task_sync_config_user,fusion.task.sync.config.user,model_fusion_task_sync_config,sales_team.group_sale_salesman,1,0,0,0 access_fusion_task_sync_config_user,fusion.task.sync.config.user,model_fusion_task_sync_config,sales_team.group_sale_salesman,1,0,0,0
access_fusion_ltc_facility_user,fusion.ltc.facility.user,model_fusion_ltc_facility,sales_team.group_sale_salesman,1,1,1,0
access_fusion_ltc_facility_manager,fusion.ltc.facility.manager,model_fusion_ltc_facility,sales_team.group_sale_manager,1,1,1,1
access_fusion_ltc_floor_user,fusion.ltc.floor.user,model_fusion_ltc_floor,sales_team.group_sale_salesman,1,1,1,0
access_fusion_ltc_floor_manager,fusion.ltc.floor.manager,model_fusion_ltc_floor,sales_team.group_sale_manager,1,1,1,1
access_fusion_ltc_station_user,fusion.ltc.station.user,model_fusion_ltc_station,sales_team.group_sale_salesman,1,1,1,0
access_fusion_ltc_station_manager,fusion.ltc.station.manager,model_fusion_ltc_station,sales_team.group_sale_manager,1,1,1,1
access_fusion_ltc_repair_user,fusion.ltc.repair.user,model_fusion_ltc_repair,sales_team.group_sale_salesman,1,1,1,0
access_fusion_ltc_repair_manager,fusion.ltc.repair.manager,model_fusion_ltc_repair,sales_team.group_sale_manager,1,1,1,1
access_fusion_ltc_repair_stage_user,fusion.ltc.repair.stage.user,model_fusion_ltc_repair_stage,sales_team.group_sale_salesman,1,0,0,0
access_fusion_ltc_repair_stage_manager,fusion.ltc.repair.stage.manager,model_fusion_ltc_repair_stage,sales_team.group_sale_manager,1,1,1,1
access_fusion_ltc_cleanup_user,fusion.ltc.cleanup.user,model_fusion_ltc_cleanup,sales_team.group_sale_salesman,1,1,1,0
access_fusion_ltc_cleanup_manager,fusion.ltc.cleanup.manager,model_fusion_ltc_cleanup,sales_team.group_sale_manager,1,1,1,1
access_fusion_ltc_family_contact_user,fusion.ltc.family.contact.user,model_fusion_ltc_family_contact,sales_team.group_sale_salesman,1,1,1,0
access_fusion_ltc_family_contact_manager,fusion.ltc.family.contact.manager,model_fusion_ltc_family_contact,sales_team.group_sale_manager,1,1,1,1
access_fusion_ltc_form_submission_user,fusion.ltc.form.submission.user,model_fusion_ltc_form_submission,sales_team.group_sale_salesman,1,1,0,0
access_fusion_ltc_form_submission_manager,fusion.ltc.form.submission.manager,model_fusion_ltc_form_submission,sales_team.group_sale_manager,1,1,1,1
access_fusion_ltc_repair_create_so_wizard_user,fusion.ltc.repair.create.so.wizard.user,model_fusion_ltc_repair_create_so_wizard,sales_team.group_sale_salesman,1,1,1,1
access_fusion_ltc_repair_create_so_wizard_manager,fusion.ltc.repair.create.so.wizard.manager,model_fusion_ltc_repair_create_so_wizard,sales_team.group_sale_manager,1,1,1,1
1 id name model_id:id group_id:id perm_read perm_write perm_create perm_unlink
73 access_fusion_submit_to_odsp_wizard_manager fusion_claims.submit.to.odsp.wizard.manager model_fusion_claims_submit_to_odsp_wizard sales_team.group_sale_manager 1 1 1 1
74 access_fusion_task_sync_config_manager fusion.task.sync.config.manager model_fusion_task_sync_config sales_team.group_sale_manager 1 1 1 1
75 access_fusion_task_sync_config_user fusion.task.sync.config.user model_fusion_task_sync_config sales_team.group_sale_salesman 1 0 0 0
76 access_fusion_ltc_facility_user fusion.ltc.facility.user model_fusion_ltc_facility sales_team.group_sale_salesman 1 1 1 0
77 access_fusion_ltc_facility_manager fusion.ltc.facility.manager model_fusion_ltc_facility sales_team.group_sale_manager 1 1 1 1
78 access_fusion_ltc_floor_user fusion.ltc.floor.user model_fusion_ltc_floor sales_team.group_sale_salesman 1 1 1 0
79 access_fusion_ltc_floor_manager fusion.ltc.floor.manager model_fusion_ltc_floor sales_team.group_sale_manager 1 1 1 1
80 access_fusion_ltc_station_user fusion.ltc.station.user model_fusion_ltc_station sales_team.group_sale_salesman 1 1 1 0
81 access_fusion_ltc_station_manager fusion.ltc.station.manager model_fusion_ltc_station sales_team.group_sale_manager 1 1 1 1
82 access_fusion_ltc_repair_user fusion.ltc.repair.user model_fusion_ltc_repair sales_team.group_sale_salesman 1 1 1 0
83 access_fusion_ltc_repair_manager fusion.ltc.repair.manager model_fusion_ltc_repair sales_team.group_sale_manager 1 1 1 1
84 access_fusion_ltc_repair_stage_user fusion.ltc.repair.stage.user model_fusion_ltc_repair_stage sales_team.group_sale_salesman 1 0 0 0
85 access_fusion_ltc_repair_stage_manager fusion.ltc.repair.stage.manager model_fusion_ltc_repair_stage sales_team.group_sale_manager 1 1 1 1
86 access_fusion_ltc_cleanup_user fusion.ltc.cleanup.user model_fusion_ltc_cleanup sales_team.group_sale_salesman 1 1 1 0
87 access_fusion_ltc_cleanup_manager fusion.ltc.cleanup.manager model_fusion_ltc_cleanup sales_team.group_sale_manager 1 1 1 1
88 access_fusion_ltc_family_contact_user fusion.ltc.family.contact.user model_fusion_ltc_family_contact sales_team.group_sale_salesman 1 1 1 0
89 access_fusion_ltc_family_contact_manager fusion.ltc.family.contact.manager model_fusion_ltc_family_contact sales_team.group_sale_manager 1 1 1 1
90 access_fusion_ltc_form_submission_user fusion.ltc.form.submission.user model_fusion_ltc_form_submission sales_team.group_sale_salesman 1 1 0 0
91 access_fusion_ltc_form_submission_manager fusion.ltc.form.submission.manager model_fusion_ltc_form_submission sales_team.group_sale_manager 1 1 1 1
92 access_fusion_ltc_repair_create_so_wizard_user fusion.ltc.repair.create.so.wizard.user model_fusion_ltc_repair_create_so_wizard sales_team.group_sale_salesman 1 1 1 1
93 access_fusion_ltc_repair_create_so_wizard_manager fusion.ltc.repair.create.so.wizard.manager model_fusion_ltc_repair_create_so_wizard sales_team.group_sale_manager 1 1 1 1

358
fusion_claims/static/src/js/google_address_autocomplete.js
View File

@@ -1048,6 +1048,332 @@ async function setupSimpleAddressFields(el, orm) {
} }
} }
/**
* Setup autocomplete for LTC Facility form.
* Attaches establishment search on the name field and address search on street.
*/
async function setupFacilityAutocomplete(el, model, orm) {
globalOrm = orm;
const apiKey = await getGoogleMapsApiKey(orm);
if (!apiKey) return;
try { await loadGoogleMapsApi(apiKey); } catch (e) { return; }
// --- Name field: establishment autocomplete ---
const nameSelectors = [
'.oe_title [name="name"] input',
'div[name="name"] input',
'.o_field_widget[name="name"] input',
'[name="name"] input',
];
let nameInput = null;
for (const sel of nameSelectors) {
nameInput = el.querySelector(sel);
if (nameInput) break;
}
if (nameInput && !autocompleteInstances.has('facility_name_' + (nameInput.id || 'default'))) {
_attachFacilityNameAutocomplete(nameInput, el, model);
}
// --- Street field: address autocomplete ---
const streetSelectors = [
'div[name="street"] input',
'.o_field_widget[name="street"] input',
'[name="street"] input',
];
let streetInput = null;
for (const sel of streetSelectors) {
streetInput = el.querySelector(sel);
if (streetInput) break;
}
if (streetInput && !autocompleteInstances.has(streetInput)) {
_attachFacilityAddressAutocomplete(streetInput, el, model);
}
}
/**
* Attach establishment (business) autocomplete on facility name field.
* Selecting a business fills name, address, phone, email, and website.
*/
function _attachFacilityNameAutocomplete(input, el, model) {
if (!input || !window.google?.maps?.places) return;
const instanceKey = 'facility_name_' + (input.id || 'default');
if (autocompleteInstances.has(instanceKey)) return;
const autocomplete = new google.maps.places.Autocomplete(input, {
componentRestrictions: { country: 'ca' },
types: ['establishment'],
fields: [
'place_id', 'name', 'address_components', 'formatted_address',
'formatted_phone_number', 'international_phone_number', 'website',
],
});
autocomplete.addListener('place_changed', async () => {
let place = autocomplete.getPlace();
if (!place.name && !place.place_id) return;
if (place.place_id && !place.formatted_phone_number && !place.website) {
try {
const service = new google.maps.places.PlacesService(document.createElement('div'));
const details = await new Promise((resolve, reject) => {
service.getDetails(
{
placeId: place.place_id,
fields: ['formatted_phone_number', 'international_phone_number', 'website'],
},
(result, status) => {
if (status === google.maps.places.PlacesServiceStatus.OK) resolve(result);
else reject(new Error(status));
}
);
});
if (details.formatted_phone_number) place.formatted_phone_number = details.formatted_phone_number;
if (details.international_phone_number) place.international_phone_number = details.international_phone_number;
if (details.website) place.website = details.website;
} catch (_) { /* ignore */ }
}
let streetNumber = '', streetName = '', unitNumber = '';
let city = '', province = '', postalCode = '', countryCode = '';
if (place.address_components) {
for (const c of place.address_components) {
const t = c.types;
if (t.includes('street_number')) streetNumber = c.long_name;
else if (t.includes('route')) streetName = c.long_name;
else if (t.includes('subpremise')) unitNumber = c.long_name;
else if (t.includes('floor') && !unitNumber) unitNumber = 'Floor ' + c.long_name;
else if (t.includes('locality')) city = c.long_name;
else if (t.includes('sublocality_level_1') && !city) city = c.long_name;
else if (t.includes('administrative_area_level_1')) province = c.short_name;
else if (t.includes('postal_code')) postalCode = c.long_name;
else if (t.includes('country')) countryCode = c.short_name;
}
}
const street = streetNumber ? `${streetNumber} ${streetName}` : streetName;
const phone = place.formatted_phone_number || place.international_phone_number || '';
if (!model?.root) return;
const record = model.root;
let countryId = null, stateId = null;
if (globalOrm && countryCode) {
try {
const [countries, states] = await Promise.all([
globalOrm.searchRead('res.country', [['code', '=', countryCode]], ['id'], { limit: 1 }),
province
? globalOrm.searchRead('res.country.state', [['code', '=', province], ['country_id.code', '=', countryCode]], ['id'], { limit: 1 })
: Promise.resolve([]),
]);
if (countries.length) countryId = countries[0].id;
if (states.length) stateId = states[0].id;
} catch (_) { /* ignore */ }
}
if (record.resId && globalOrm) {
try {
const firstWrite = {};
if (place.name) firstWrite.name = place.name;
if (street) firstWrite.street = street;
if (unitNumber) firstWrite.street2 = unitNumber;
if (city) firstWrite.city = city;
if (postalCode) firstWrite.zip = postalCode;
if (phone) firstWrite.phone = phone;
if (place.website) firstWrite.website = place.website;
if (countryId) firstWrite.country_id = countryId;
await globalOrm.write('fusion.ltc.facility', [record.resId], firstWrite);
if (stateId) {
await new Promise(r => setTimeout(r, 100));
await globalOrm.write('fusion.ltc.facility', [record.resId], { state_id: stateId });
}
await record.load();
} catch (err) {
console.error('[GooglePlaces Facility] Name autocomplete ORM write failed:', err);
}
} else {
try {
const textUpdate = {};
if (place.name) textUpdate.name = place.name;
if (street) textUpdate.street = street;
if (unitNumber) textUpdate.street2 = unitNumber;
if (city) textUpdate.city = city;
if (postalCode) textUpdate.zip = postalCode;
if (phone) textUpdate.phone = phone;
if (place.website) textUpdate.website = place.website;
await record.update(textUpdate);
if (countryId && globalOrm) {
const formEl = input.closest('.o_form_view') || input.closest('.o_content') || document.body;
const [countryData, stateData] = await Promise.all([
globalOrm.read('res.country', [countryId], ['display_name']),
stateId ? globalOrm.read('res.country.state', [stateId], ['display_name']) : Promise.resolve([]),
]);
await simulateMany2OneSelection(formEl, 'country_id', countryId, countryData[0]?.display_name || 'Canada');
await new Promise(r => setTimeout(r, 300));
if (stateId && stateData.length) {
await simulateMany2OneSelection(formEl, 'state_id', stateId, stateData[0]?.display_name || province);
}
}
} catch (err) {
console.error('[GooglePlaces Facility] Name autocomplete update failed:', err);
}
}
});
autocompleteInstances.set(instanceKey, autocomplete);
input.style.backgroundImage = 'url("data:image/svg+xml,%3Csvg xmlns=\'http://www.w3.org/2000/svg\' viewBox=\'0 0 24 24\' fill=\'%232196F3\'%3E%3Cpath d=\'M12 7V3H2v18h20V7H12zM6 19H4v-2h2v2zm0-4H4v-2h2v2zm0-4H4V9h2v2zm0-4H4V5h2v2zm4 12H8v-2h2v2zm0-4H8v-2h2v2zm0-4H8V9h2v2zm0-4H8V5h2v2zm10 12h-8v-2h2v-2h-2v-2h2v-2h-2V9h8v10zm-2-8h-2v2h2v-2zm0 4h-2v2h2v-2z\'/%3E%3C/svg%3E")';
input.style.backgroundRepeat = 'no-repeat';
input.style.backgroundPosition = 'right 8px center';
input.style.backgroundSize = '20px';
input.style.paddingRight = '35px';
}
/**
* Attach address autocomplete on facility street field.
* Fills street, street2, city, state, zip, and country.
*/
function _attachFacilityAddressAutocomplete(input, el, model) {
if (!input || !window.google?.maps?.places) return;
if (autocompleteInstances.has(input)) return;
const autocomplete = new google.maps.places.Autocomplete(input, {
componentRestrictions: { country: 'ca' },
types: ['address'],
fields: ['address_components', 'formatted_address'],
});
autocomplete.addListener('place_changed', async () => {
const place = autocomplete.getPlace();
if (!place.address_components) return;
let streetNumber = '', streetName = '', unitNumber = '';
let city = '', province = '', postalCode = '', countryCode = '';
for (const c of place.address_components) {
const t = c.types;
if (t.includes('street_number')) streetNumber = c.long_name;
else if (t.includes('route')) streetName = c.long_name;
else if (t.includes('subpremise')) unitNumber = c.long_name;
else if (t.includes('floor') && !unitNumber) unitNumber = 'Floor ' + c.long_name;
else if (t.includes('locality')) city = c.long_name;
else if (t.includes('sublocality_level_1') && !city) city = c.long_name;
else if (t.includes('administrative_area_level_1')) province = c.short_name;
else if (t.includes('postal_code')) postalCode = c.long_name;
else if (t.includes('country')) countryCode = c.short_name;
}
const street = streetNumber ? `${streetNumber} ${streetName}` : streetName;
if (!model?.root) return;
const record = model.root;
let countryId = null, stateId = null;
if (globalOrm && countryCode) {
try {
const [countries, states] = await Promise.all([
globalOrm.searchRead('res.country', [['code', '=', countryCode]], ['id'], { limit: 1 }),
province
? globalOrm.searchRead('res.country.state', [['code', '=', province], ['country_id.code', '=', countryCode]], ['id'], { limit: 1 })
: Promise.resolve([]),
]);
if (countries.length) countryId = countries[0].id;
if (states.length) stateId = states[0].id;
} catch (_) { /* ignore */ }
}
if (record.resId && globalOrm) {
try {
const firstWrite = {};
if (street) firstWrite.street = street;
if (unitNumber) firstWrite.street2 = unitNumber;
if (city) firstWrite.city = city;
if (postalCode) firstWrite.zip = postalCode;
if (countryId) firstWrite.country_id = countryId;
await globalOrm.write('fusion.ltc.facility', [record.resId], firstWrite);
if (stateId) {
await new Promise(r => setTimeout(r, 100));
await globalOrm.write('fusion.ltc.facility', [record.resId], { state_id: stateId });
}
await record.load();
} catch (err) {
console.error('[GooglePlaces Facility] Address ORM write failed:', err);
}
} else {
try {
const textUpdate = {};
if (street) textUpdate.street = street;
if (unitNumber) textUpdate.street2 = unitNumber;
if (city) textUpdate.city = city;
if (postalCode) textUpdate.zip = postalCode;
await record.update(textUpdate);
if (countryId && globalOrm) {
const formEl = input.closest('.o_form_view') || input.closest('.o_content') || document.body;
const [countryData, stateData] = await Promise.all([
globalOrm.read('res.country', [countryId], ['display_name']),
stateId ? globalOrm.read('res.country.state', [stateId], ['display_name']) : Promise.resolve([]),
]);
await simulateMany2OneSelection(formEl, 'country_id', countryId, countryData[0]?.display_name || 'Canada');
await new Promise(r => setTimeout(r, 300));
if (stateId && stateData.length) {
await simulateMany2OneSelection(formEl, 'state_id', stateId, stateData[0]?.display_name || province);
}
}
} catch (err) {
console.error('[GooglePlaces Facility] Address autocomplete update failed:', err);
}
}
setTimeout(() => { _reattachFacilityAutocomplete(el, model); }, 400);
});
autocompleteInstances.set(input, autocomplete);
input.style.backgroundImage = 'url("data:image/svg+xml,%3Csvg xmlns=\'http://www.w3.org/2000/svg\' viewBox=\'0 0 24 24\' fill=\'%234CAF50\'%3E%3Cpath d=\'M12 2C8.13 2 5 5.13 5 9c0 5.25 7 13 7 13s7-7.75 7-13c0-3.87-3.13-7-7-7zm0 9.5c-1.38 0-2.5-1.12-2.5-2.5s1.12-2.5 2.5-2.5 2.5 1.12 2.5 2.5-1.12 2.5-2.5 2.5z\'/%3E%3C/svg%3E")';
input.style.backgroundRepeat = 'no-repeat';
input.style.backgroundPosition = 'right 8px center';
input.style.backgroundSize = '20px';
input.style.paddingRight = '35px';
}
/**
* Re-attach facility autocomplete after OWL re-renders inputs.
*/
function _reattachFacilityAutocomplete(el, model) {
const streetSelectors = [
'div[name="street"] input',
'.o_field_widget[name="street"] input',
'[name="street"] input',
];
for (const sel of streetSelectors) {
const inp = el.querySelector(sel);
if (inp && !autocompleteInstances.has(inp)) {
_attachFacilityAddressAutocomplete(inp, el, model);
break;
}
}
}
/** /**
* Patch FormController to add Google autocomplete for partner forms and dialog detection * Patch FormController to add Google autocomplete for partner forms and dialog detection
*/ */
@@ -1164,6 +1490,35 @@ patch(FormController.prototype, {
} }
} }
// LTC Facility form
if (this.props.resModel === 'fusion.ltc.facility') {
setTimeout(() => {
if (this.rootRef && this.rootRef.el) {
setupFacilityAutocomplete(this.rootRef.el, this.model, this.orm);
}
}, 800);
if (this.rootRef && this.rootRef.el) {
this._facilityAddrObserver = new MutationObserver((mutations) => {
const hasNewInputs = mutations.some(m =>
m.addedNodes.length > 0 &&
Array.from(m.addedNodes).some(n =>
n.nodeType === 1 && (n.tagName === 'INPUT' || n.querySelector?.('input'))
)
);
if (hasNewInputs) {
setTimeout(() => {
setupFacilityAutocomplete(this.rootRef.el, this.model, this.orm);
}, 300);
}
});
this._facilityAddrObserver.observe(this.rootRef.el, {
childList: true,
subtree: true,
});
}
}
// Simple address autocomplete: res.partner, res.users, res.config.settings // Simple address autocomplete: res.partner, res.users, res.config.settings
if (this.props.resModel === 'res.partner' || this.props.resModel === 'res.users' || this.props.resModel === 'res.config.settings') { if (this.props.resModel === 'res.partner' || this.props.resModel === 'res.users' || this.props.resModel === 'res.config.settings') {
setTimeout(() => { setTimeout(() => {
@@ -1201,6 +1556,9 @@ patch(FormController.prototype, {
if (this._taskAddressObserver) { if (this._taskAddressObserver) {
this._taskAddressObserver.disconnect(); this._taskAddressObserver.disconnect();
} }
if (this._facilityAddrObserver) {
this._facilityAddrObserver.disconnect();
}
if (this._simpleAddrObserver) { if (this._simpleAddrObserver) {
this._simpleAddrObserver.disconnect(); this._simpleAddrObserver.disconnect();
} }

58
fusion_claims/static/src/scss/fusion_claims.scss
View File

@@ -869,4 +869,62 @@ html.dark, .o_dark {
z-index: 100000 !important; z-index: 100000 !important;
} }
// =============================================================================
// LTC REPAIR KANBAN - Stage & priority color coding
// Uses data-* attributes on <main> + CSS :has() to style the outer card.
// =============================================================================
.o_kanban_view .o_kanban_record {
// --- Stage left border (on the full card) ---
&:has(main[data-stage="info"]) {
border-left: 3px solid #0dcaf0 !important;
background-color: rgba(13, 202, 240, 0.04) !important;
}
&:has(main[data-stage="warning"]) {
border-left: 3px solid #ffc107 !important;
background-color: rgba(255, 193, 7, 0.04) !important;
}
&:has(main[data-stage="success"]) {
border-left: 3px solid #198754 !important;
background-color: rgba(25, 135, 84, 0.04) !important;
}
&:has(main[data-stage="danger"]) {
border-left: 3px solid #dc3545 !important;
background-color: rgba(220, 53, 69, 0.04) !important;
}
&:has(main[data-stage="secondary"]) {
border-left: 3px solid #adb5bd !important;
}
// --- Priority high: warm amber bottom accent ---
&:has(main[data-priority="1"]) {
box-shadow: inset 0 -2px 0 0 rgba(255, 152, 0, 0.4) !important;
}
// --- Emergency: override with stronger red ---
&:has(main[data-emergency="1"]) {
border-left: 4px solid #dc3545 !important;
background-color: rgba(220, 53, 69, 0.06) !important;
box-shadow: inset 0 0 0 1px rgba(220, 53, 69, 0.15) !important;
}
// Emergency + priority combined
&:has(main[data-emergency="1"][data-priority="1"]) {
box-shadow: inset 0 0 0 1px rgba(220, 53, 69, 0.15),
inset 0 -2px 0 0 rgba(255, 152, 0, 0.4) !important;
}
}
// Dark mode: slightly stronger tints
html.dark, .o_dark {
.o_kanban_view .o_kanban_record {
&:has(main[data-stage="info"]) { background-color: rgba(13, 202, 240, 0.07) !important; }
&:has(main[data-stage="warning"]) { background-color: rgba(255, 193, 7, 0.07) !important; }
&:has(main[data-stage="success"]) { background-color: rgba(25, 135, 84, 0.07) !important; }
&:has(main[data-stage="danger"]) { background-color: rgba(220, 53, 69, 0.07) !important; }
&:has(main[data-emergency="1"]) { background-color: rgba(220, 53, 69, 0.1) !important; }
}
}

200
fusion_claims/views/adp_claims_views.xml
View File

@@ -612,13 +612,131 @@
<field name="help" type="html"><p class="o_view_nocontent_smiling_face">No ACSD cases yet</p></field> <field name="help" type="html"><p class="o_view_nocontent_smiling_face">No ACSD cases yet</p></field>
</record> </record>
<!-- ===================================================================== -->
<!-- ODSP: LIST VIEW -->
<!-- ===================================================================== -->
<record id="view_sale_order_list_odsp" model="ir.ui.view">
<field name="name">sale.order.list.odsp</field>
<field name="model">sale.order</field>
<field name="arch" type="xml">
<list string="ODSP Cases" default_order="date_order desc, id desc">
<!-- Always visible -->
<field name="name" string="Order"/>
<field name="date_order" string="Date" optional="show"/>
<field name="partner_id" string="Client"/>
<field name="x_fc_odsp_member_id" string="Member ID" optional="show"/>
<field name="x_fc_odsp_division" optional="show"/>
<!-- Division-specific status columns -->
<field name="x_fc_odsp_std_status" widget="badge" string="ODSP Status"
decoration-info="x_fc_odsp_std_status in ('quotation','submitted_to_odsp')"
decoration-warning="x_fc_odsp_std_status in ('pre_approved','on_hold')"
decoration-success="x_fc_odsp_std_status in ('ready_delivery','delivered','pod_submitted','payment_received','case_closed')"
decoration-danger="x_fc_odsp_std_status in ('denied','cancelled')"
optional="show"/>
<field name="x_fc_sa_status" widget="badge" string="SA Status"
decoration-info="x_fc_sa_status in ('quotation','form_ready','submitted_to_sa')"
decoration-warning="x_fc_sa_status in ('pre_approved','on_hold')"
decoration-success="x_fc_sa_status in ('ready_delivery','delivered','pod_submitted','payment_received','case_closed')"
decoration-danger="x_fc_sa_status in ('denied','cancelled')"
optional="hide"/>
<field name="x_fc_ow_status" widget="badge" string="OW Status"
decoration-info="x_fc_ow_status in ('quotation','documents_ready','submitted_to_ow')"
decoration-warning="x_fc_ow_status in ('on_hold')"
decoration-success="x_fc_ow_status in ('payment_received','ready_delivery','delivered','case_closed')"
decoration-danger="x_fc_ow_status in ('denied','cancelled')"
optional="hide"/>
<!-- ODSP contacts -->
<field name="x_fc_odsp_office_id" optional="show"/>
<field name="x_fc_odsp_case_worker_name" optional="show"/>
<field name="user_id" string="Sales Rep" optional="hide"/>
<field name="x_fc_authorizer_id" optional="hide"/>
<!-- Amounts -->
<field name="amount_total" widget="monetary" sum="Grand Total" optional="show"/>
<!-- Misc -->
<field name="x_fc_on_hold_date" optional="hide"/>
<field name="x_fc_case_locked" optional="hide"/>
<field name="state" widget="badge" decoration-success="state == 'sale'"
decoration-info="state == 'draft'" optional="hide"/>
</list>
</field>
</record>
<!-- ===================================================================== -->
<!-- ODSP: SEARCH VIEW -->
<!-- ===================================================================== -->
<record id="view_sale_order_search_odsp" model="ir.ui.view">
<field name="name">sale.order.search.odsp</field>
<field name="model">sale.order</field>
<field name="arch" type="xml">
<search string="Search ODSP Cases">
<field name="name"/>
<field name="partner_id"/>
<field name="x_fc_odsp_member_id"/>
<field name="x_fc_odsp_office_id"/>
<field name="x_fc_odsp_case_worker_name"/>
<separator/>
<!-- ODSP Standard Status -->
<filter string="Quotation" name="filter_quotation"
domain="[('x_fc_odsp_std_status', '=', 'quotation')]"/>
<filter string="Submitted to ODSP" name="filter_submitted_odsp"
domain="[('x_fc_odsp_std_status', '=', 'submitted_to_odsp')]"/>
<filter string="Pre-Approved" name="filter_pre_approved"
domain="[('x_fc_odsp_std_status', '=', 'pre_approved')]"/>
<filter string="Ready for Delivery" name="filter_ready_delivery"
domain="[('x_fc_odsp_std_status', '=', 'ready_delivery')]"/>
<filter string="Delivered" name="filter_delivered"
domain="[('x_fc_odsp_std_status', '=', 'delivered')]"/>
<filter string="POD Submitted" name="filter_pod_submitted"
domain="[('x_fc_odsp_std_status', '=', 'pod_submitted')]"/>
<filter string="Payment Received" name="filter_payment_received"
domain="[('x_fc_odsp_std_status', '=', 'payment_received')]"/>
<filter string="Case Closed" name="filter_case_closed"
domain="[('x_fc_odsp_std_status', '=', 'case_closed')]"/>
<separator/>
<!-- Special Status -->
<filter string="On Hold" name="filter_on_hold"
domain="[('x_fc_odsp_std_status', '=', 'on_hold')]"/>
<filter string="Denied" name="filter_denied"
domain="[('x_fc_odsp_std_status', '=', 'denied')]"/>
<filter string="Cancelled" name="filter_cancelled"
domain="[('x_fc_odsp_std_status', '=', 'cancelled')]"/>
<separator/>
<!-- Division Filters -->
<filter string="ODSP Standard" name="filter_division_standard"
domain="[('x_fc_odsp_division', '=', 'standard')]"/>
<filter string="SA Mobility" name="filter_division_sa"
domain="[('x_fc_odsp_division', '=', 'sa_mobility')]"/>
<filter string="Ontario Works" name="filter_division_ow"
domain="[('x_fc_odsp_division', '=', 'ontario_works')]"/>
<separator/>
<!-- Group By -->
<filter string="ODSP Division" name="group_division" context="{'group_by': 'x_fc_odsp_division'}"/>
<filter string="ODSP Status" name="group_odsp_status" context="{'group_by': 'x_fc_odsp_std_status'}"/>
<filter string="SA Status" name="group_sa_status" context="{'group_by': 'x_fc_sa_status'}"/>
<filter string="OW Status" name="group_ow_status" context="{'group_by': 'x_fc_ow_status'}"/>
<filter string="ODSP Office" name="group_odsp_office" context="{'group_by': 'x_fc_odsp_office_id'}"/>
<filter string="Salesperson" name="group_salesperson" context="{'group_by': 'user_id'}"/>
<filter string="Create Month" name="group_create_month" context="{'group_by': 'create_date:month'}"/>
<filter string="Create Quarter" name="group_create_quarter" context="{'group_by': 'create_date:quarter'}"/>
<filter string="Create Year" name="group_create_year" context="{'group_by': 'create_date:year'}"/>
</search>
</field>
</record>
<!-- ===================================================================== -->
<!-- ODSP: ACTIONS -->
<!-- ===================================================================== -->
<record id="action_fc_odsp_orders" model="ir.actions.act_window"> <record id="action_fc_odsp_orders" model="ir.actions.act_window">
<field name="name">All ODSP Cases</field> <field name="name">All ODSP Cases</field>
<field name="res_model">sale.order</field> <field name="res_model">sale.order</field>
<field name="view_mode">list,form,kanban</field> <field name="view_mode">list,form,kanban</field>
<field name="view_ids" eval="[(5, 0, 0), <field name="view_ids" eval="[(5, 0, 0),
(0, 0, {'view_mode': 'list', 'view_id': ref('view_sale_order_list_adp')})]"/> (0, 0, {'view_mode': 'list', 'view_id': ref('view_sale_order_list_odsp')})]"/>
<field name="search_view_id" ref="view_sale_order_search_adp"/> <field name="search_view_id" ref="view_sale_order_search_odsp"/>
<field name="domain">[('x_fc_sale_type', 'in', ['odsp', 'adp_odsp'])]</field> <field name="domain">[('x_fc_sale_type', 'in', ['odsp', 'adp_odsp'])]</field>
<field name="context">{'default_x_fc_sale_type': 'odsp'}</field> <field name="context">{'default_x_fc_sale_type': 'odsp'}</field>
<field name="help" type="html"><p class="o_view_nocontent_smiling_face">No ODSP cases yet</p></field> <field name="help" type="html"><p class="o_view_nocontent_smiling_face">No ODSP cases yet</p></field>
@@ -629,8 +747,8 @@
<field name="res_model">sale.order</field> <field name="res_model">sale.order</field>
<field name="view_mode">list,form,kanban</field> <field name="view_mode">list,form,kanban</field>
<field name="view_ids" eval="[(5, 0, 0), <field name="view_ids" eval="[(5, 0, 0),
(0, 0, {'view_mode': 'list', 'view_id': ref('view_sale_order_list_adp')})]"/> (0, 0, {'view_mode': 'list', 'view_id': ref('view_sale_order_list_odsp')})]"/>
<field name="search_view_id" ref="view_sale_order_search_adp"/> <field name="search_view_id" ref="view_sale_order_search_odsp"/>
<field name="domain">[('x_fc_sale_type', 'in', ['odsp', 'adp_odsp']), ('x_fc_odsp_division', '=', 'standard')]</field> <field name="domain">[('x_fc_sale_type', 'in', ['odsp', 'adp_odsp']), ('x_fc_odsp_division', '=', 'standard')]</field>
<field name="context">{'default_x_fc_sale_type': 'odsp', 'default_x_fc_odsp_division': 'standard'}</field> <field name="context">{'default_x_fc_sale_type': 'odsp', 'default_x_fc_odsp_division': 'standard'}</field>
<field name="help" type="html"><p class="o_view_nocontent_smiling_face">No ODSP Standard cases yet</p></field> <field name="help" type="html"><p class="o_view_nocontent_smiling_face">No ODSP Standard cases yet</p></field>
@@ -641,8 +759,8 @@
<field name="res_model">sale.order</field> <field name="res_model">sale.order</field>
<field name="view_mode">list,form,kanban</field> <field name="view_mode">list,form,kanban</field>
<field name="view_ids" eval="[(5, 0, 0), <field name="view_ids" eval="[(5, 0, 0),
(0, 0, {'view_mode': 'list', 'view_id': ref('view_sale_order_list_adp')})]"/> (0, 0, {'view_mode': 'list', 'view_id': ref('view_sale_order_list_odsp')})]"/>
<field name="search_view_id" ref="view_sale_order_search_adp"/> <field name="search_view_id" ref="view_sale_order_search_odsp"/>
<field name="domain">[('x_fc_sale_type', 'in', ['odsp', 'adp_odsp']), ('x_fc_odsp_division', '=', 'sa_mobility')]</field> <field name="domain">[('x_fc_sale_type', 'in', ['odsp', 'adp_odsp']), ('x_fc_odsp_division', '=', 'sa_mobility')]</field>
<field name="context">{'default_x_fc_sale_type': 'odsp', 'default_x_fc_odsp_division': 'sa_mobility'}</field> <field name="context">{'default_x_fc_sale_type': 'odsp', 'default_x_fc_odsp_division': 'sa_mobility'}</field>
<field name="help" type="html"><p class="o_view_nocontent_smiling_face">No SA Mobility cases yet</p></field> <field name="help" type="html"><p class="o_view_nocontent_smiling_face">No SA Mobility cases yet</p></field>
@@ -653,8 +771,8 @@
<field name="res_model">sale.order</field> <field name="res_model">sale.order</field>
<field name="view_mode">list,form,kanban</field> <field name="view_mode">list,form,kanban</field>
<field name="view_ids" eval="[(5, 0, 0), <field name="view_ids" eval="[(5, 0, 0),
(0, 0, {'view_mode': 'list', 'view_id': ref('view_sale_order_list_adp')})]"/> (0, 0, {'view_mode': 'list', 'view_id': ref('view_sale_order_list_odsp')})]"/>
<field name="search_view_id" ref="view_sale_order_search_adp"/> <field name="search_view_id" ref="view_sale_order_search_odsp"/>
<field name="domain">[('x_fc_sale_type', 'in', ['odsp', 'adp_odsp']), ('x_fc_odsp_division', '=', 'ontario_works')]</field> <field name="domain">[('x_fc_sale_type', 'in', ['odsp', 'adp_odsp']), ('x_fc_odsp_division', '=', 'ontario_works')]</field>
<field name="context">{'default_x_fc_sale_type': 'odsp', 'default_x_fc_odsp_division': 'ontario_works'}</field> <field name="context">{'default_x_fc_sale_type': 'odsp', 'default_x_fc_odsp_division': 'ontario_works'}</field>
<field name="help" type="html"><p class="o_view_nocontent_smiling_face">No Ontario Works cases yet</p></field> <field name="help" type="html"><p class="o_view_nocontent_smiling_face">No Ontario Works cases yet</p></field>
@@ -986,12 +1104,54 @@ else:
sequence="30" sequence="30"
groups="group_fusion_claims_user,group_field_technician"/> groups="group_fusion_claims_user,group_field_technician"/>
<!-- ===== DASHBOARD ===== --> <!-- ===== LTC MANAGEMENT ===== -->
<menuitem id="menu_fc_dashboard" <menuitem id="menu_fc_ltc"
name="Dashboard" name="LTC Management"
parent="menu_adp_claims_root" parent="menu_adp_claims_root"
action="action_fusion_claims_dashboard"
sequence="5"/> sequence="5"/>
<menuitem id="menu_ltc_overview"
name="Overview"
parent="menu_fc_ltc"
action="action_ltc_repairs_kanban"
sequence="1"/>
<menuitem id="menu_ltc_repairs"
name="Repair Requests"
parent="menu_fc_ltc"
sequence="10"/>
<menuitem id="menu_ltc_repairs_all"
name="All Repairs"
parent="menu_ltc_repairs"
action="action_ltc_repairs_all"
sequence="1"/>
<menuitem id="menu_ltc_repairs_new"
name="New / Pending"
parent="menu_ltc_repairs"
action="action_ltc_repairs_new"
sequence="2"/>
<menuitem id="menu_ltc_repairs_progress"
name="In Progress"
parent="menu_ltc_repairs"
action="action_ltc_repairs_in_progress"
sequence="3"/>
<menuitem id="menu_ltc_repairs_completed"
name="Completed"
parent="menu_ltc_repairs"
action="action_ltc_repairs_completed"
sequence="4"/>
<menuitem id="menu_ltc_cleanup"
name="Cleanup Schedule"
parent="menu_fc_ltc"
action="action_ltc_cleanups"
sequence="20"/>
<menuitem id="menu_ltc_locations"
name="Locations"
parent="menu_fc_ltc"
sequence="30"/>
<menuitem id="menu_ltc_facilities"
name="Facilities"
parent="menu_ltc_locations"
action="action_ltc_facilities"
sequence="1"/>
<!-- ===== ADP SUBMENU (full workflow) ===== --> <!-- ===== ADP SUBMENU (full workflow) ===== -->
<menuitem id="menu_fc_adp" <menuitem id="menu_fc_adp"
@@ -1156,6 +1316,22 @@ else:
action="action_device_import_wizard" sequence="20"/> action="action_device_import_wizard" sequence="20"/>
<menuitem id="menu_import_xml_files" name="Import XML Files" parent="menu_adp_config" <menuitem id="menu_import_xml_files" name="Import XML Files" parent="menu_adp_config"
action="action_xml_import_wizard" sequence="30"/> action="action_xml_import_wizard" sequence="30"/>
<menuitem id="menu_ltc_repair_stages" name="LTC Repair Stages" parent="menu_adp_config"
action="action_ltc_repair_stages" sequence="40"/>
<menuitem id="menu_forms_management"
name="Forms Management"
parent="menu_adp_config"
sequence="50"/>
<menuitem id="menu_form_submissions"
name="Form Submissions"
parent="menu_forms_management"
action="action_ltc_form_submissions"
sequence="1"/>
<menuitem id="menu_forms_settings"
name="Forms Settings"
parent="menu_forms_management"
action="action_fusion_claims_settings"
sequence="2"/>
<menuitem id="menu_fusion_claims_settings" name="Settings" parent="menu_adp_config" <menuitem id="menu_fusion_claims_settings" name="Settings" parent="menu_adp_config"
action="action_fusion_claims_settings" sequence="90"/> action="action_fusion_claims_settings" sequence="90"/>

189
fusion_claims/views/fusion_loaner_views.xml
View File

@@ -15,15 +15,27 @@
<field name="arch" type="xml"> <field name="arch" type="xml">
<list decoration-danger="state == 'overdue'" <list decoration-danger="state == 'overdue'"
decoration-warning="state == 'rental_pending'" decoration-warning="state == 'rental_pending'"
decoration-muted="state in ('returned', 'lost')"> decoration-muted="state in ('returned', 'lost')"
default_order="checkout_date desc, id desc">
<field name="name"/> <field name="name"/>
<field name="partner_id"/> <field name="partner_id"/>
<field name="product_id"/> <field name="product_id"/>
<field name="lot_id" optional="show"/> <field name="lot_id" optional="show"/>
<field name="checkout_date"/> <field name="checkout_date"/>
<field name="expected_return_date"/> <field name="expected_return_date"/>
<field name="actual_return_date" optional="hide"/>
<field name="days_out"/> <field name="days_out"/>
<field name="state" widget="badge"/> <field name="days_overdue" optional="hide"/>
<field name="sales_rep_id" optional="hide"/>
<field name="checkout_condition" optional="hide"/>
<field name="return_condition" optional="hide"/>
<field name="sale_order_id" optional="hide"/>
<field name="state" widget="badge"
decoration-info="state == 'draft'"
decoration-success="state == 'checked_out'"
decoration-danger="state in ('overdue', 'lost')"
decoration-warning="state == 'rental_pending'"
decoration-muted="state in ('returned', 'converted_rental')"/>
</list> </list>
</field> </field>
</record> </record>
@@ -43,6 +55,21 @@
statusbar_visible="draft,checked_out,returned"/> statusbar_visible="draft,checked_out,returned"/>
</header> </header>
<sheet> <sheet>
<div class="oe_button_box" name="button_box">
<button name="action_view_sale_order" type="object"
class="oe_stat_button" icon="fa-file-text-o"
invisible="not sale_order_id">
<div class="o_field_widget o_stat_info">
<span class="o_stat_text">Sale Order</span>
</div>
</button>
<button name="action_view_partner" type="object"
class="oe_stat_button" icon="fa-user">
<div class="o_field_widget o_stat_info">
<span class="o_stat_text">Contact</span>
</div>
</button>
</div>
<div class="oe_title"> <div class="oe_title">
<h1> <h1>
<field name="name" readonly="1"/> <field name="name" readonly="1"/>
@@ -83,10 +110,61 @@
<field name="name">fusion.loaner.checkout.search</field> <field name="name">fusion.loaner.checkout.search</field>
<field name="model">fusion.loaner.checkout</field> <field name="model">fusion.loaner.checkout</field>
<field name="arch" type="xml"> <field name="arch" type="xml">
<search> <search string="Search Loaners">
<field name="name"/> <field name="name"/>
<field name="partner_id"/> <field name="partner_id"/>
<field name="product_id"/> <field name="product_id"/>
<field name="lot_id" string="Serial Number"/>
<field name="sale_order_id"/>
<field name="sales_rep_id"/>
<separator/>
<!-- Status Filters -->
<filter string="Draft" name="filter_draft"
domain="[('state', '=', 'draft')]"/>
<filter string="Checked Out" name="filter_checked_out"
domain="[('state', '=', 'checked_out')]"/>
<filter string="Overdue" name="filter_overdue"
domain="[('state', '=', 'overdue')]"/>
<filter string="Rental Pending" name="filter_rental_pending"
domain="[('state', '=', 'rental_pending')]"/>
<filter string="Returned" name="filter_returned"
domain="[('state', '=', 'returned')]"/>
<filter string="Converted to Rental" name="filter_converted"
domain="[('state', '=', 'converted_rental')]"/>
<filter string="Lost" name="filter_lost"
domain="[('state', '=', 'lost')]"/>
<separator/>
<!-- Quick Filters -->
<filter string="Active Loaners" name="filter_active"
domain="[('state', 'in', ['checked_out', 'overdue', 'rental_pending'])]"/>
<filter string="Needs Attention" name="filter_attention"
domain="[('state', 'in', ['overdue', 'rental_pending'])]"/>
<filter string="My Loaners" name="filter_my_loaners"
domain="[('sales_rep_id', '=', uid)]"/>
<separator/>
<!-- Condition Filters -->
<filter string="Needs Repair (Checkout)" name="filter_checkout_repair"
domain="[('checkout_condition', '=', 'needs_repair')]"/>
<filter string="Damaged (Return)" name="filter_return_damaged"
domain="[('return_condition', 'in', ['needs_repair', 'damaged'])]"/>
<separator/>
<!-- Group By -->
<filter string="Status" name="group_state"
context="{'group_by': 'state'}"/>
<filter string="Client" name="group_client"
context="{'group_by': 'partner_id'}"/>
<filter string="Product" name="group_product"
context="{'group_by': 'product_id'}"/>
<filter string="Sales Rep" name="group_sales_rep"
context="{'group_by': 'sales_rep_id'}"/>
<filter string="Checkout Condition" name="group_checkout_condition"
context="{'group_by': 'checkout_condition'}"/>
<filter string="Return Condition" name="group_return_condition"
context="{'group_by': 'return_condition'}"/>
<filter string="Checkout Month" name="group_checkout_month"
context="{'group_by': 'checkout_date:month'}"/>
<filter string="Return Month" name="group_return_month"
context="{'group_by': 'actual_return_date:month'}"/>
</search> </search>
</field> </field>
</record> </record>
@@ -99,16 +177,64 @@
<field name="name">fusion.loaner.history.list</field> <field name="name">fusion.loaner.history.list</field>
<field name="model">fusion.loaner.history</field> <field name="model">fusion.loaner.history</field>
<field name="arch" type="xml"> <field name="arch" type="xml">
<list> <list default_order="action_date desc, id desc">
<field name="action_date"/> <field name="action_date"/>
<field name="checkout_id"/> <field name="checkout_id"/>
<field name="action" widget="badge"/> <field name="partner_id" optional="show"/>
<field name="product_id" optional="show"/>
<field name="lot_id" optional="hide"/>
<field name="action" widget="badge"
decoration-info="action in ('create', 'note')"
decoration-success="action in ('checkout', 'return')"
decoration-warning="action in ('reminder_sent', 'overdue', 'rental_pending')"
decoration-danger="action in ('lost', 'condition_update')"/>
<field name="user_id"/> <field name="user_id"/>
<field name="notes"/> <field name="notes" optional="show"/>
</list> </list>
</field> </field>
</record> </record>
<!-- History Search View -->
<record id="view_fusion_loaner_history_search" model="ir.ui.view">
<field name="name">fusion.loaner.history.search</field>
<field name="model">fusion.loaner.history</field>
<field name="arch" type="xml">
<search string="Search Loaner History">
<field name="checkout_id"/>
<field name="partner_id"/>
<field name="product_id"/>
<field name="lot_id" string="Serial Number"/>
<field name="user_id"/>
<separator/>
<!-- Action Type Filters -->
<filter string="Checkouts" name="filter_checkout"
domain="[('action', '=', 'checkout')]"/>
<filter string="Returns" name="filter_return"
domain="[('action', '=', 'return')]"/>
<filter string="Reminders" name="filter_reminders"
domain="[('action', '=', 'reminder_sent')]"/>
<filter string="Overdue" name="filter_overdue"
domain="[('action', '=', 'overdue')]"/>
<filter string="Rental Conversions" name="filter_rental"
domain="[('action', 'in', ['rental_pending', 'rental_converted'])]"/>
<filter string="Lost" name="filter_lost"
domain="[('action', '=', 'lost')]"/>
<separator/>
<!-- Group By -->
<filter string="Action Type" name="group_action"
context="{'group_by': 'action'}"/>
<filter string="Client" name="group_client"
context="{'group_by': 'partner_id'}"/>
<filter string="Product" name="group_product"
context="{'group_by': 'product_id'}"/>
<filter string="User" name="group_user"
context="{'group_by': 'user_id'}"/>
<filter string="Month" name="group_month"
context="{'group_by': 'action_date:month'}"/>
</search>
</field>
</record>
<!-- ===================================================================== --> <!-- ===================================================================== -->
<!-- WIZARD VIEWS --> <!-- WIZARD VIEWS -->
<!-- ===================================================================== --> <!-- ===================================================================== -->
@@ -164,12 +290,45 @@
<field name="name">Loaner Equipment</field> <field name="name">Loaner Equipment</field>
<field name="res_model">fusion.loaner.checkout</field> <field name="res_model">fusion.loaner.checkout</field>
<field name="view_mode">list,form</field> <field name="view_mode">list,form</field>
<field name="search_view_id" ref="view_fusion_loaner_checkout_search"/>
<field name="context">{'search_default_filter_active': 1}</field>
<field name="help" type="html">
<p class="o_view_nocontent_smiling_face">No loaner checkouts yet</p>
<p>Track loaner equipment issued to clients during assessments or trials.</p>
</field>
</record>
<record id="action_fusion_loaner_all" model="ir.actions.act_window">
<field name="name">All Loaners</field>
<field name="res_model">fusion.loaner.checkout</field>
<field name="view_mode">list,form</field>
<field name="search_view_id" ref="view_fusion_loaner_checkout_search"/>
<field name="help" type="html">
<p class="o_view_nocontent_smiling_face">No loaner checkouts yet</p>
</field>
</record>
<record id="action_fusion_loaner_overdue" model="ir.actions.act_window">
<field name="name">Overdue Loaners</field>
<field name="res_model">fusion.loaner.checkout</field>
<field name="view_mode">list,form</field>
<field name="search_view_id" ref="view_fusion_loaner_checkout_search"/>
<field name="context">{'search_default_filter_attention': 1}</field>
</record>
<record id="action_fusion_loaner_returned" model="ir.actions.act_window">
<field name="name">Returned Loaners</field>
<field name="res_model">fusion.loaner.checkout</field>
<field name="view_mode">list,form</field>
<field name="search_view_id" ref="view_fusion_loaner_checkout_search"/>
<field name="context">{'search_default_filter_returned': 1}</field>
</record> </record>
<record id="action_fusion_loaner_history" model="ir.actions.act_window"> <record id="action_fusion_loaner_history" model="ir.actions.act_window">
<field name="name">Loaner History</field> <field name="name">Loaner History</field>
<field name="res_model">fusion.loaner.history</field> <field name="res_model">fusion.loaner.history</field>
<field name="view_mode">list</field> <field name="view_mode">list</field>
<field name="search_view_id" ref="view_fusion_loaner_history_search"/>
</record> </record>
<!-- Action: Loaner Products (products that can be loaned) --> <!-- Action: Loaner Products (products that can be loaned) -->
@@ -204,6 +363,24 @@
action="action_fusion_loaner_checkout" action="action_fusion_loaner_checkout"
sequence="10"/> sequence="10"/>
<menuitem id="menu_loaner_all"
name="All Loaners"
parent="menu_loaner_root"
action="action_fusion_loaner_all"
sequence="15"/>
<menuitem id="menu_loaner_overdue"
name="Overdue / Attention"
parent="menu_loaner_root"
action="action_fusion_loaner_overdue"
sequence="18"/>
<menuitem id="menu_loaner_returned"
name="Returned"
parent="menu_loaner_root"
action="action_fusion_loaner_returned"
sequence="19"/>
<menuitem id="menu_loaner_history" <menuitem id="menu_loaner_history"
name="Loaner History" name="Loaner History"
parent="menu_loaner_root" parent="menu_loaner_root"

180
fusion_claims/views/ltc_cleanup_views.xml Normal file
View File

@@ -0,0 +1,180 @@
<?xml version="1.0" encoding="utf-8"?>
<odoo>
<!-- ================================================================== -->
<!-- CLEANUP - FORM VIEW -->
<!-- ================================================================== -->
<record id="view_ltc_cleanup_form" model="ir.ui.view">
<field name="name">fusion.ltc.cleanup.form</field>
<field name="model">fusion.ltc.cleanup</field>
<field name="arch" type="xml">
<form string="Cleanup Schedule">
<header>
<button name="action_start" type="object" string="Start"
class="btn-primary"
invisible="state != 'scheduled'"/>
<button name="action_complete" type="object" string="Complete"
class="btn-primary"
invisible="state != 'in_progress'"/>
<button name="action_cancel" type="object" string="Cancel"
invisible="state in ('completed', 'cancelled')"/>
<button name="action_reset" type="object" string="Reset to Scheduled"
invisible="state not in ('cancelled', 'rescheduled')"/>
<field name="state" widget="statusbar"
statusbar_visible="scheduled,in_progress,completed"/>
</header>
<sheet>
<div class="oe_button_box" name="button_box">
<button name="action_create_task" type="object"
class="oe_stat_button" icon="fa-tasks">
<div class="o_field_widget o_stat_info">
<span class="o_stat_text">Task</span>
</div>
</button>
</div>
<div class="oe_title">
<label for="name"/>
<h1>
<field name="name" readonly="1"/>
</h1>
</div>
<group>
<group string="Schedule">
<field name="facility_id"/>
<field name="scheduled_date"/>
<field name="completed_date"/>
<field name="technician_id"/>
</group>
<group string="Details">
<field name="items_cleaned"/>
<field name="task_id" readonly="1"/>
</group>
</group>
<notebook>
<page string="Notes" name="notes">
<field name="notes" placeholder="Cleanup notes..."/>
</page>
<page string="Photos" name="photos">
<field name="photo_ids" widget="many2many_binary"/>
</page>
</notebook>
</sheet>
<chatter/>
</form>
</field>
</record>
<!-- ================================================================== -->
<!-- CLEANUP - LIST VIEW -->
<!-- ================================================================== -->
<record id="view_ltc_cleanup_list" model="ir.ui.view">
<field name="name">fusion.ltc.cleanup.list</field>
<field name="model">fusion.ltc.cleanup</field>
<field name="arch" type="xml">
<list string="Cleanup Schedule" default_order="scheduled_date desc"
decoration-success="state == 'completed'"
decoration-muted="state in ('cancelled', 'rescheduled')">
<field name="name"/>
<field name="facility_id"/>
<field name="scheduled_date"/>
<field name="completed_date" optional="show"/>
<field name="technician_id" widget="many2one_avatar_user" optional="show"/>
<field name="items_cleaned" optional="show"/>
<field name="state" widget="badge"
decoration-info="state == 'scheduled'"
decoration-warning="state == 'in_progress'"
decoration-success="state == 'completed'"
decoration-danger="state == 'cancelled'"
decoration-muted="state == 'rescheduled'"/>
</list>
</field>
</record>
<!-- ================================================================== -->
<!-- CLEANUP - KANBAN VIEW -->
<!-- ================================================================== -->
<record id="view_ltc_cleanup_kanban" model="ir.ui.view">
<field name="name">fusion.ltc.cleanup.kanban</field>
<field name="model">fusion.ltc.cleanup</field>
<field name="arch" type="xml">
<kanban default_group_by="state" class="o_kanban_small_column">
<templates>
<t t-name="card">
<div class="d-flex justify-content-between">
<field name="name" class="fw-bold"/>
</div>
<div>
<field name="facility_id" class="fw-bold"/>
</div>
<div class="text-muted">
Scheduled: <field name="scheduled_date"/>
</div>
<div t-if="record.completed_date.raw_value" class="text-muted">
Completed: <field name="completed_date"/>
</div>
<footer class="mt-2">
<field name="technician_id" widget="many2one_avatar_user"/>
</footer>
</t>
</templates>
</kanban>
</field>
</record>
<!-- ================================================================== -->
<!-- CLEANUP - SEARCH VIEW -->
<!-- ================================================================== -->
<record id="view_ltc_cleanup_search" model="ir.ui.view">
<field name="name">fusion.ltc.cleanup.search</field>
<field name="model">fusion.ltc.cleanup</field>
<field name="arch" type="xml">
<search string="Search Cleanups">
<field name="facility_id"/>
<field name="technician_id"/>
<separator/>
<filter string="Scheduled" name="filter_scheduled"
domain="[('state', '=', 'scheduled')]"/>
<filter string="In Progress" name="filter_in_progress"
domain="[('state', '=', 'in_progress')]"/>
<filter string="Completed" name="filter_completed"
domain="[('state', '=', 'completed')]"/>
<separator/>
<filter string="Upcoming (7 Days)" name="filter_upcoming"
domain="[('scheduled_date', '&lt;=', (context_today() + datetime.timedelta(days=7)).strftime('%Y-%m-%d')),
('scheduled_date', '>=', context_today().strftime('%Y-%m-%d')),
('state', '=', 'scheduled')]"/>
<filter string="Overdue" name="filter_overdue"
domain="[('scheduled_date', '&lt;', context_today().strftime('%Y-%m-%d')),
('state', '=', 'scheduled')]"/>
<separator/>
<filter string="Facility" name="group_facility"
context="{'group_by': 'facility_id'}"/>
<filter string="Status" name="group_state"
context="{'group_by': 'state'}"/>
<filter string="Technician" name="group_technician"
context="{'group_by': 'technician_id'}"/>
<filter string="Scheduled Month" name="group_month"
context="{'group_by': 'scheduled_date:month'}"/>
</search>
</field>
</record>
<!-- ================================================================== -->
<!-- ACTIONS -->
<!-- ================================================================== -->
<record id="action_ltc_cleanups" model="ir.actions.act_window">
<field name="name">Cleanup Schedule</field>
<field name="res_model">fusion.ltc.cleanup</field>
<field name="view_mode">list,kanban,form</field>
<field name="search_view_id" ref="view_ltc_cleanup_search"/>
<field name="help" type="html">
<p class="o_view_nocontent_smiling_face">
No cleanups scheduled yet
</p>
<p>Cleanups are auto-scheduled based on facility settings, or can be created manually.</p>
</field>
</record>
</odoo>

299
fusion_claims/views/ltc_facility_views.xml Normal file
View File

@@ -0,0 +1,299 @@
<?xml version="1.0" encoding="utf-8"?>
<odoo>
<!-- ================================================================== -->
<!-- FACILITY - FORM VIEW -->
<!-- ================================================================== -->
<record id="view_ltc_facility_form" model="ir.ui.view">
<field name="name">fusion.ltc.facility.form</field>
<field name="model">fusion.ltc.facility</field>
<field name="arch" type="xml">
<form string="LTC Facility">
<header/>
<sheet>
<widget name="web_ribbon" text="Archived" bg_color="text-bg-danger"
invisible="active"/>
<field name="active" invisible="1"/>
<div class="oe_button_box" name="button_box">
<button name="action_view_repairs" type="object"
class="oe_stat_button" icon="fa-wrench">
<div class="o_field_widget o_stat_info">
<span class="o_stat_value">
<field name="active_repair_count"/>
</span>
<span class="o_stat_text">Active Repairs</span>
</div>
</button>
<button name="action_view_repairs" type="object"
class="oe_stat_button" icon="fa-list">
<div class="o_field_widget o_stat_info">
<span class="o_stat_value">
<field name="repair_count"/>
</span>
<span class="o_stat_text">Total Repairs</span>
</div>
</button>
<button name="action_view_cleanups" type="object"
class="oe_stat_button" icon="fa-refresh">
<div class="o_field_widget o_stat_info">
<span class="o_stat_value">
<field name="cleanup_count"/>
</span>
<span class="o_stat_text">Cleanups</span>
</div>
</button>
</div>
<field name="image_1920" widget="image" class="oe_avatar"
options="{'preview_image': 'image_128'}"/>
<div class="oe_title">
<label for="name"/>
<h1>
<field name="name" placeholder="Facility Name"/>
</h1>
<field name="code" readonly="1"/>
</div>
<group>
<group string="Facility Details">
<field name="partner_id"/>
<field name="phone" widget="phone"/>
<field name="email" widget="email"/>
<field name="website" widget="url"/>
</group>
<group string="Address">
<field name="street"/>
<field name="street2"/>
<field name="city"/>
<field name="state_id"/>
<field name="zip"/>
<field name="country_id"/>
</group>
</group>
<notebook>
<page string="Key Contacts" name="contacts">
<group>
<group>
<field name="director_of_care_id"/>
<field name="service_supervisor_id"/>
</group>
<group>
<field name="physiotherapist_ids" widget="many2many_tags"/>
</group>
</group>
</page>
<page string="Floors &amp; Stations" name="structure">
<group>
<field name="number_of_floors"/>
</group>
<field name="floor_ids">
<list editable="bottom">
<field name="sequence" widget="handle"/>
<field name="name"/>
<field name="head_nurse_id"/>
<field name="physiotherapist_id"/>
</list>
</field>
</page>
<page string="Nursing Stations" name="stations">
<field name="floor_ids" mode="list">
<list>
<field name="name" string="Floor"/>
<field name="station_ids" widget="many2many_tags" string="Stations"/>
<field name="head_nurse_id"/>
</list>
</field>
</page>
<page string="Contract" name="contract">
<group>
<group>
<field name="contract_start_date"/>
<field name="contract_end_date"/>
</group>
<group>
<field name="cleanup_frequency"/>
<field name="cleanup_interval_days"
invisible="cleanup_frequency != 'custom'"/>
<field name="next_cleanup_date"/>
</group>
</group>
<separator string="Contract Document"/>
<div class="row mb-3">
<div class="col-md-6">
<div class="d-flex align-items-center gap-2">
<field name="contract_file"
filename="contract_file_filename"
widget="binary" nolabel="1"/>
<field name="contract_file_filename" invisible="1"/>
<button name="action_preview_contract" type="object"
class="btn btn-secondary"
icon="fa-eye"
string="Preview"
invisible="not contract_file"/>
</div>
</div>
</div>
<field name="contract_notes" placeholder="Contract details and notes..."/>
</page>
<page string="Notes" name="notes">
<field name="notes"/>
</page>
</notebook>
</sheet>
<chatter/>
</form>
</field>
</record>
<!-- ================================================================== -->
<!-- FACILITY - LIST VIEW -->
<!-- ================================================================== -->
<record id="view_ltc_facility_list" model="ir.ui.view">
<field name="name">fusion.ltc.facility.list</field>
<field name="model">fusion.ltc.facility</field>
<field name="arch" type="xml">
<list default_order="name">
<field name="code" optional="show"/>
<field name="name"/>
<field name="city"/>
<field name="phone" optional="show"/>
<field name="director_of_care_id" optional="show"/>
<field name="service_supervisor_id" optional="hide"/>
<field name="number_of_floors" optional="hide"/>
<field name="contract_start_date" optional="hide"/>
<field name="contract_end_date" optional="hide"/>
<field name="cleanup_frequency" optional="show"/>
<field name="next_cleanup_date" optional="show"/>
</list>
</field>
</record>
<!-- ================================================================== -->
<!-- FACILITY - SEARCH VIEW -->
<!-- ================================================================== -->
<record id="view_ltc_facility_search" model="ir.ui.view">
<field name="name">fusion.ltc.facility.search</field>
<field name="model">fusion.ltc.facility</field>
<field name="arch" type="xml">
<search string="Search Facilities">
<field name="name" string="Facility"/>
<field name="code"/>
<field name="city"/>
<field name="director_of_care_id"/>
<separator/>
<filter string="Active" name="filter_active"
domain="[('active', '=', True)]"/>
<filter string="Archived" name="filter_archived"
domain="[('active', '=', False)]"/>
<separator/>
<filter string="Has Repairs" name="filter_has_repairs"
domain="[('repair_ids', '!=', False)]"/>
<filter string="Cleanup Due" name="filter_cleanup_due"
domain="[('next_cleanup_date', '&lt;=', (context_today() + datetime.timedelta(days=7)).strftime('%Y-%m-%d')),
('next_cleanup_date', '!=', False)]"/>
<separator/>
<filter string="City" name="group_city" context="{'group_by': 'city'}"/>
<filter string="Cleanup Frequency" name="group_frequency"
context="{'group_by': 'cleanup_frequency'}"/>
</search>
</field>
</record>
<!-- ================================================================== -->
<!-- STATION - FORM VIEW (for inline editing within floors) -->
<!-- ================================================================== -->
<record id="view_ltc_station_form" model="ir.ui.view">
<field name="name">fusion.ltc.station.form</field>
<field name="model">fusion.ltc.station</field>
<field name="arch" type="xml">
<form string="Nursing Station">
<sheet>
<group>
<group>
<field name="name"/>
<field name="sequence"/>
</group>
<group>
<field name="head_nurse_id"/>
<field name="phone" widget="phone"/>
</group>
</group>
</sheet>
</form>
</field>
</record>
<!-- ================================================================== -->
<!-- STATION - LIST VIEW -->
<!-- ================================================================== -->
<record id="view_ltc_station_list" model="ir.ui.view">
<field name="name">fusion.ltc.station.list</field>
<field name="model">fusion.ltc.station</field>
<field name="arch" type="xml">
<list string="Nursing Stations" editable="bottom">
<field name="sequence" widget="handle"/>
<field name="floor_id"/>
<field name="name"/>
<field name="head_nurse_id"/>
<field name="phone"/>
</list>
</field>
</record>
<!-- ================================================================== -->
<!-- FLOOR - FORM VIEW (with embedded stations) -->
<!-- ================================================================== -->
<record id="view_ltc_floor_form" model="ir.ui.view">
<field name="name">fusion.ltc.floor.form</field>
<field name="model">fusion.ltc.floor</field>
<field name="arch" type="xml">
<form string="Floor">
<sheet>
<group>
<group>
<field name="name"/>
<field name="sequence"/>
<field name="facility_id" invisible="1"/>
</group>
<group>
<field name="head_nurse_id"/>
<field name="physiotherapist_id"/>
</group>
</group>
<field name="station_ids">
<list editable="bottom">
<field name="sequence" widget="handle"/>
<field name="name"/>
<field name="head_nurse_id"/>
<field name="phone"/>
</list>
</field>
</sheet>
</form>
</field>
</record>
<!-- ================================================================== -->
<!-- ACTIONS -->
<!-- ================================================================== -->
<record id="action_ltc_facilities" model="ir.actions.act_window">
<field name="name">LTC Facilities</field>
<field name="res_model">fusion.ltc.facility</field>
<field name="view_mode">list,form</field>
<field name="search_view_id" ref="view_ltc_facility_search"/>
<field name="context">{'search_default_filter_active': 1}</field>
<field name="help" type="html">
<p class="o_view_nocontent_smiling_face">
Add your first LTC Facility
</p>
<p>Create a facility record to start managing repairs and cleanups.</p>
</field>
</record>
</odoo>

148
fusion_claims/views/ltc_form_submission_views.xml Normal file
View File

@@ -0,0 +1,148 @@
<?xml version="1.0" encoding="utf-8"?>
<odoo>
<!-- ================================================================== -->
<!-- FORM SUBMISSION - LIST VIEW -->
<!-- ================================================================== -->
<record id="view_ltc_form_submission_list" model="ir.ui.view">
<field name="name">fusion.ltc.form.submission.list</field>
<field name="model">fusion.ltc.form.submission</field>
<field name="arch" type="xml">
<list string="Form Submissions" default_order="submitted_date desc"
decoration-danger="is_emergency"
decoration-info="status == 'submitted'"
decoration-success="status == 'processed'">
<field name="name"/>
<field name="form_type"/>
<field name="facility_id"/>
<field name="client_name"/>
<field name="room_number"/>
<field name="product_serial" optional="show"/>
<field name="is_emergency"/>
<field name="submitted_date"/>
<field name="ip_address" optional="hide"/>
<field name="repair_id" optional="show"/>
<field name="status" widget="badge"
decoration-info="status == 'submitted'"
decoration-success="status == 'processed'"
decoration-danger="status == 'rejected'"/>
</list>
</field>
</record>
<!-- ================================================================== -->
<!-- FORM SUBMISSION - FORM VIEW -->
<!-- ================================================================== -->
<record id="view_ltc_form_submission_form" model="ir.ui.view">
<field name="name">fusion.ltc.form.submission.form</field>
<field name="model">fusion.ltc.form.submission</field>
<field name="arch" type="xml">
<form string="Form Submission">
<sheet>
<div class="oe_button_box" name="button_box">
<button name="action_view_repair" type="object"
class="oe_stat_button" icon="fa-wrench"
invisible="not repair_id">
<div class="o_field_widget o_stat_info">
<span class="o_stat_text">Repair</span>
</div>
</button>
</div>
<div class="oe_title">
<label for="name"/>
<h1>
<field name="name" readonly="1"/>
</h1>
</div>
<group>
<group>
<field name="form_type"/>
<field name="facility_id"/>
<field name="client_name"/>
<field name="room_number"/>
<field name="product_serial"/>
<field name="is_emergency"/>
</group>
<group>
<field name="status"/>
<field name="submitted_date"/>
<field name="ip_address"/>
<field name="repair_id"/>
</group>
</group>
</sheet>
</form>
</field>
</record>
<!-- ================================================================== -->
<!-- FORM SUBMISSION - SEARCH VIEW -->
<!-- ================================================================== -->
<record id="view_ltc_form_submission_search" model="ir.ui.view">
<field name="name">fusion.ltc.form.submission.search</field>
<field name="model">fusion.ltc.form.submission</field>
<field name="arch" type="xml">
<search string="Search Submissions">
<field name="name"/>
<field name="client_name"/>
<field name="facility_id"/>
<field name="room_number"/>
<separator/>
<filter string="Emergency" name="filter_emergency"
domain="[('is_emergency', '=', True)]"/>
<separator/>
<filter string="Submitted" name="filter_submitted"
domain="[('status', '=', 'submitted')]"/>
<filter string="Processed" name="filter_processed"
domain="[('status', '=', 'processed')]"/>
<filter string="Rejected" name="filter_rejected"
domain="[('status', '=', 'rejected')]"/>
<separator/>
<filter string="Today" name="filter_today"
domain="[('submitted_date', '>=', (context_today()).strftime('%Y-%m-%d'))]"/>
<filter string="This Week" name="filter_week"
domain="[('submitted_date', '>=', (context_today() - datetime.timedelta(days=7)).strftime('%Y-%m-%d'))]"/>
<filter string="This Month" name="filter_month"
domain="[('submitted_date', '>=', (context_today()).strftime('%Y-%m-01'))]"/>
<separator/>
<filter string="Facility" name="group_facility"
context="{'group_by': 'facility_id'}"/>
<filter string="Form Type" name="group_type"
context="{'group_by': 'form_type'}"/>
<filter string="Status" name="group_status"
context="{'group_by': 'status'}"/>
<filter string="Submitted Date" name="group_date"
context="{'group_by': 'submitted_date:day'}"/>
</search>
</field>
</record>
<!-- ================================================================== -->
<!-- ACTIONS -->
<!-- ================================================================== -->
<record id="action_ltc_form_submissions" model="ir.actions.act_window">
<field name="name">Form Submissions</field>
<field name="res_model">fusion.ltc.form.submission</field>
<field name="view_mode">list,form</field>
<field name="search_view_id" ref="view_ltc_form_submission_search"/>
<field name="help" type="html">
<p class="o_view_nocontent_smiling_face">
No form submissions yet
</p>
<p>Submissions from portal repair forms will appear here.</p>
</field>
</record>
<!-- SEQUENCE -->
<data noupdate="1">
<record id="seq_ltc_form_submission" model="ir.sequence">
<field name="name">LTC Form Submission</field>
<field name="code">fusion.ltc.form.submission</field>
<field name="prefix">LTC-SUB-</field>
<field name="padding">5</field>
<field name="number_next">1</field>
<field name="number_increment">1</field>
</record>
</data>
</odoo>

375
fusion_claims/views/ltc_repair_views.xml Normal file
View File

@@ -0,0 +1,375 @@
<?xml version="1.0" encoding="utf-8"?>
<odoo>
<!-- ================================================================== -->
<!-- REPAIR - FORM VIEW -->
<!-- ================================================================== -->
<record id="view_ltc_repair_form" model="ir.ui.view">
<field name="name">fusion.ltc.repair.form</field>
<field name="model">fusion.ltc.repair</field>
<field name="arch" type="xml">
<form string="Repair Request">
<header>
<field name="stage_id" widget="statusbar"
options="{'clickable': '1'}"/>
</header>
<sheet>
<div class="oe_button_box" name="button_box">
<button name="action_view_sale_order" type="object"
class="oe_stat_button" icon="fa-shopping-cart"
invisible="not sale_order_id">
<div class="o_field_widget o_stat_info">
<span class="o_stat_value">
<field name="sale_order_name"/>
</span>
<span class="o_stat_text">Sale Order</span>
</div>
</button>
<button name="action_view_task" type="object"
class="oe_stat_button" icon="fa-tasks"
invisible="not task_id">
<div class="o_field_widget o_stat_info">
<span class="o_stat_text">Task</span>
</div>
</button>
</div>
<widget name="web_ribbon" text="Emergency" bg_color="text-bg-danger"
invisible="not is_emergency"/>
<div class="oe_title">
<label for="name"/>
<h1>
<field name="name" readonly="1"/>
</h1>
</div>
<group>
<group string="Repair Details">
<field name="facility_id"/>
<field name="client_id"/>
<field name="client_name" invisible="client_id"/>
<field name="room_number"/>
<field name="is_emergency"/>
<field name="priority" widget="priority"/>
</group>
<group string="Product &amp; Assignment">
<field name="product_serial"/>
<field name="product_id"/>
<field name="assigned_technician_id"/>
<field name="source"/>
</group>
</group>
<notebook>
<page string="Issue" name="issue">
<group>
<group>
<field name="issue_reported_date"/>
</group>
<group>
<field name="issue_fixed_date"/>
</group>
</group>
<label for="issue_description"/>
<field name="issue_description"
placeholder="Describe the issue in detail..."/>
<label for="resolution_description"/>
<field name="resolution_description"
placeholder="How was the issue resolved?"/>
</page>
<page string="Family/POA" name="poa">
<group>
<group>
<field name="poa_name"/>
<field name="poa_phone" widget="phone"/>
</group>
</group>
</page>
<page string="Financial" name="financial">
<group>
<group>
<field name="sale_order_id"/>
<field name="task_id"/>
</group>
<group>
<field name="currency_id" invisible="1"/>
<field name="company_id" invisible="1"/>
<field name="repair_value"/>
</group>
</group>
<button name="action_create_sale_order" type="object"
string="Create Sale Order" class="btn-primary"
invisible="sale_order_id"/>
</page>
<page string="Photos &amp; Notes" name="photos">
<div class="fc-gallery-content">
<separator string="Before Photos (Reported Condition)"/>
<field name="before_photo_ids" widget="many2many_binary"/>
<separator string="After Photos (Completed Repair)"/>
<field name="after_photo_ids" widget="many2many_binary"/>
</div>
<field name="photo_ids" invisible="1"/>
<separator string="Internal Notes"/>
<field name="notes" placeholder="Internal notes..."/>
</page>
</notebook>
</sheet>
<chatter/>
</form>
</field>
</record>
<!-- ================================================================== -->
<!-- REPAIR - KANBAN VIEW -->
<!-- ================================================================== -->
<record id="view_ltc_repair_kanban" model="ir.ui.view">
<field name="name">fusion.ltc.repair.kanban</field>
<field name="model">fusion.ltc.repair</field>
<field name="arch" type="xml">
<kanban default_group_by="stage_id"
default_order="is_emergency desc, issue_reported_date desc"
highlight_color="color"
class="o_kanban_small_column">
<field name="color"/>
<field name="is_emergency"/>
<field name="stage_id"/>
<field name="kanban_state"/>
<field name="stage_color"/>
<progressbar field="kanban_state"
colors='{"normal": "200", "done": "success", "blocked": "danger"}'/>
<templates>
<t t-name="menu">
<a t-if="widget.editable" role="menuitem" type="open"
class="dropdown-item">Edit</a>
<a t-if="widget.deletable" role="menuitem" type="delete"
class="dropdown-item">Delete</a>
<field widget="kanban_color_picker" name="color"/>
</t>
<t t-name="card" class="flex-row">
<main t-att-data-stage="record.stage_color.raw_value || 'secondary'"
t-att-data-emergency="record.is_emergency.raw_value ? '1' : '0'"
t-att-data-priority="record.priority.raw_value">
<div class="d-flex justify-content-between align-items-center">
<field name="name" class="fw-bold text-primary"/>
<span t-attf-style="#{record.priority.raw_value == '1' ? 'background: rgba(255,152,0,0.1); border-radius: 4px; padding: 1px 5px;' : ''}">
<field name="priority" widget="priority"/>
</span>
</div>
<div class="mt-1">
<span class="fw-bold">
<field name="display_client_name"/>
</span>
<span t-if="record.room_number.raw_value"
class="ms-1 badge text-bg-light">
Rm <field name="room_number"/>
</span>
</div>
<div class="text-muted small">
<field name="facility_id"/>
</div>
<div t-if="record.is_emergency.raw_value"
class="mt-1">
<span class="badge text-bg-danger">
<i class="fa fa-exclamation-triangle me-1"/>Emergency
</span>
</div>
<div t-if="record.product_serial.raw_value"
class="text-muted small mt-1">
<i class="fa fa-barcode me-1"/>S/N: <field name="product_serial"/>
</div>
<footer class="mt-2 pt-1 border-top">
<span class="text-muted small">
<i class="fa fa-calendar me-1"/><field name="issue_reported_date"/>
</span>
<div class="ms-auto d-flex align-items-center">
<field name="kanban_state" widget="state_selection"/>
<field name="assigned_technician_id"
widget="many2one_avatar_user"
class="ms-1"/>
</div>
</footer>
</main>
</t>
</templates>
</kanban>
</field>
</record>
<!-- ================================================================== -->
<!-- REPAIR - LIST VIEW -->
<!-- ================================================================== -->
<record id="view_ltc_repair_list" model="ir.ui.view">
<field name="name">fusion.ltc.repair.list</field>
<field name="model">fusion.ltc.repair</field>
<field name="arch" type="xml">
<list string="Repair Requests" default_order="issue_reported_date desc"
decoration-danger="is_emergency">
<field name="stage_color" column_invisible="1"/>
<field name="name"/>
<field name="facility_id"/>
<field name="display_client_name" string="Client"/>
<field name="room_number"/>
<field name="product_serial" optional="show"/>
<field name="issue_reported_date"/>
<field name="issue_fixed_date" optional="show"/>
<field name="stage_id" widget="badge"
decoration-info="stage_color == 'info'"
decoration-warning="stage_color == 'warning'"
decoration-success="stage_color == 'success'"
decoration-danger="stage_color == 'danger'"
optional="show"/>
<field name="is_emergency" string="Emergency" optional="show"
widget="boolean_toggle"/>
<field name="assigned_technician_id" widget="many2one_avatar_user"
optional="show"/>
<field name="sale_order_id" optional="hide"/>
<field name="repair_value" optional="hide"/>
<field name="source" optional="hide"/>
</list>
</field>
</record>
<!-- ================================================================== -->
<!-- REPAIR - SEARCH VIEW -->
<!-- ================================================================== -->
<record id="view_ltc_repair_search" model="ir.ui.view">
<field name="name">fusion.ltc.repair.search</field>
<field name="model">fusion.ltc.repair</field>
<field name="arch" type="xml">
<search string="Search Repairs">
<field name="name"/>
<field name="display_client_name" string="Client"/>
<field name="room_number"/>
<field name="product_serial"/>
<field name="facility_id"/>
<field name="assigned_technician_id"/>
<separator/>
<filter string="Emergency" name="filter_emergency"
domain="[('is_emergency', '=', True)]"/>
<separator/>
<filter string="New" name="filter_new"
domain="[('stage_id.sequence', '=', 1)]"/>
<filter string="In Progress" name="filter_in_progress"
domain="[('stage_id.fold', '=', False), ('stage_id.sequence', '>', 1)]"/>
<filter string="Completed" name="filter_completed"
domain="[('stage_id.fold', '=', True)]"/>
<separator/>
<filter string="Has Sale Order" name="filter_has_so"
domain="[('sale_order_id', '!=', False)]"/>
<filter string="No Sale Order" name="filter_no_so"
domain="[('sale_order_id', '=', False)]"/>
<separator/>
<filter string="This Month" name="filter_this_month"
domain="[('issue_reported_date', '>=', (context_today()).strftime('%Y-%m-01'))]"/>
<filter string="Last 30 Days" name="filter_30d"
domain="[('issue_reported_date', '>=', (context_today() - datetime.timedelta(days=30)).strftime('%Y-%m-%d'))]"/>
<filter string="This Year" name="filter_this_year"
domain="[('issue_reported_date', '>=', (context_today()).strftime('%Y-01-01'))]"/>
<separator/>
<filter string="Facility" name="group_facility"
context="{'group_by': 'facility_id'}"/>
<filter string="Stage" name="group_stage"
context="{'group_by': 'stage_id'}"/>
<filter string="Technician" name="group_technician"
context="{'group_by': 'assigned_technician_id'}"/>
<filter string="Source" name="group_source"
context="{'group_by': 'source'}"/>
<filter string="Reported Month" name="group_month"
context="{'group_by': 'issue_reported_date:month'}"/>
<filter string="Fixed Month" name="group_fixed_month"
context="{'group_by': 'issue_fixed_date:month'}"/>
</search>
</field>
</record>
<!-- ================================================================== -->
<!-- REPAIR STAGE - LIST + FORM (Configuration) -->
<!-- ================================================================== -->
<record id="view_ltc_repair_stage_list" model="ir.ui.view">
<field name="name">fusion.ltc.repair.stage.list</field>
<field name="model">fusion.ltc.repair.stage</field>
<field name="arch" type="xml">
<list string="Repair Stages" editable="bottom">
<field name="sequence" widget="handle"/>
<field name="name"/>
<field name="color"/>
<field name="fold"/>
<field name="description" optional="hide"/>
</list>
</field>
</record>
<record id="view_ltc_repair_stage_form" model="ir.ui.view">
<field name="name">fusion.ltc.repair.stage.form</field>
<field name="model">fusion.ltc.repair.stage</field>
<field name="arch" type="xml">
<form string="Repair Stage">
<sheet>
<group>
<field name="name"/>
<field name="sequence"/>
<field name="color"/>
<field name="fold"/>
<field name="description"/>
</group>
</sheet>
</form>
</field>
</record>
<!-- ================================================================== -->
<!-- ACTIONS -->
<!-- ================================================================== -->
<record id="action_ltc_repairs_kanban" model="ir.actions.act_window">
<field name="name">Repair Overview</field>
<field name="res_model">fusion.ltc.repair</field>
<field name="view_mode">kanban,list,form</field>
<field name="search_view_id" ref="view_ltc_repair_search"/>
<field name="help" type="html">
<p class="o_view_nocontent_smiling_face">
No repair requests yet
</p>
<p>Repair requests submitted via the portal form or manually will appear here.</p>
</field>
</record>
<record id="action_ltc_repairs_all" model="ir.actions.act_window">
<field name="name">All Repairs</field>
<field name="res_model">fusion.ltc.repair</field>
<field name="view_mode">kanban,list,form</field>
<field name="search_view_id" ref="view_ltc_repair_search"/>
</record>
<record id="action_ltc_repairs_new" model="ir.actions.act_window">
<field name="name">New / Pending</field>
<field name="res_model">fusion.ltc.repair</field>
<field name="view_mode">kanban,list,form</field>
<field name="search_view_id" ref="view_ltc_repair_search"/>
<field name="domain">[('stage_id.sequence', '&lt;=', 2)]</field>
</record>
<record id="action_ltc_repairs_in_progress" model="ir.actions.act_window">
<field name="name">In Progress</field>
<field name="res_model">fusion.ltc.repair</field>
<field name="view_mode">kanban,list,form</field>
<field name="search_view_id" ref="view_ltc_repair_search"/>
<field name="domain">[('stage_id.fold', '=', False), ('stage_id.sequence', '>', 2)]</field>
</record>
<record id="action_ltc_repairs_completed" model="ir.actions.act_window">
<field name="name">Completed</field>
<field name="res_model">fusion.ltc.repair</field>
<field name="view_mode">kanban,list,form</field>
<field name="search_view_id" ref="view_ltc_repair_search"/>
<field name="domain">[('stage_id.fold', '=', True)]</field>
</record>
<record id="action_ltc_repair_stages" model="ir.actions.act_window">
<field name="name">Repair Stages</field>
<field name="res_model">fusion.ltc.repair.stage</field>
<field name="view_mode">list,form</field>
</record>
</odoo>

19
fusion_claims/views/res_config_settings_views.xml
View File

@@ -500,6 +500,25 @@
</div> </div>
</div> </div>
<!-- ===== PORTAL FORMS ===== -->
<h2>Portal Forms</h2>
<div class="row mt16 o_settings_container">
<div class="col-12 col-lg-6 o_setting_box">
<div class="o_setting_right_pane">
<span class="o_form_label">LTC Form Access Password</span>
<div class="text-muted">
Set a password to protect the public LTC repair form.
Share this with facility staff so they can submit repair requests.
Minimum 4 characters. Leave empty to allow unrestricted access.
</div>
<div class="mt-2">
<field name="fc_ltc_form_password"
placeholder="e.g. 1234"/>
</div>
</div>
</div>
</div>
<!-- Hidden fields for field mappings (still needed for ir.config_parameter storage) --> <!-- Hidden fields for field mappings (still needed for ir.config_parameter storage) -->
<div class="d-none"> <div class="d-none">
<field name="fc_field_sale_type"/> <field name="fc_field_sale_type"/>

28
fusion_claims/views/res_partner_views.xml
View File

@@ -16,6 +16,32 @@
<field name="x_fc_contact_type" placeholder="Select contact type..."/> <field name="x_fc_contact_type" placeholder="Select contact type..."/>
</xpath> </xpath>
<!-- LTC section in notebook -->
<xpath expr="//notebook" position="inside">
<page string="LTC Home" name="ltc_info"
invisible="x_fc_contact_type not in ('long_term_care_home',)">
<group string="LTC Facility Information">
<group>
<field name="x_fc_ltc_facility_id"/>
<field name="x_fc_ltc_room_number"/>
</group>
</group>
<group string="Family Contacts">
<field name="x_fc_ltc_family_contact_ids" nolabel="1">
<list editable="bottom">
<field name="name"/>
<field name="relationship"/>
<field name="phone"/>
<field name="phone2"/>
<field name="email"/>
<field name="is_poa"/>
<field name="notes" optional="hide"/>
</list>
</field>
</group>
</page>
</xpath>
<!-- ODSP section in notebook --> <!-- ODSP section in notebook -->
<xpath expr="//notebook" position="inside"> <xpath expr="//notebook" position="inside">
<page string="ODSP" name="odsp_info" <page string="ODSP" name="odsp_info"
@@ -71,6 +97,8 @@
domain="[('x_fc_contact_type', 'in', ['odsp_customer', 'adp_odsp_customer'])]"/> domain="[('x_fc_contact_type', 'in', ['odsp_customer', 'adp_odsp_customer'])]"/>
<filter name="filter_odsp_office" string="ODSP Offices" <filter name="filter_odsp_office" string="ODSP Offices"
domain="[('x_fc_contact_type', '=', 'odsp_office')]"/> domain="[('x_fc_contact_type', '=', 'odsp_office')]"/>
<filter name="filter_ltc_home" string="LTC Homes"
domain="[('x_fc_contact_type', '=', 'long_term_care_home')]"/>
</xpath> </xpath>
</field> </field>
</record> </record>

8
fusion_claims/views/technician_task_views.xml
View File

@@ -163,8 +163,12 @@
domain="[('x_fc_is_field_staff', '=', True)]"/> domain="[('x_fc_is_field_staff', '=', True)]"/>
<field name="task_type"/> <field name="task_type"/>
<field name="priority" widget="priority"/> <field name="priority" widget="priority"/>
<field name="sale_order_id"/> <field name="facility_id"
<field name="purchase_order_id"/> invisible="task_type != 'ltc_visit'"/>
<field name="sale_order_id"
invisible="task_type == 'ltc_visit'"/>
<field name="purchase_order_id"
invisible="task_type == 'ltc_visit'"/>
</group> </group>
<group string="Schedule"> <group string="Schedule">
<field name="scheduled_date"/> <field name="scheduled_date"/>

1
fusion_claims/wizard/__init__.py
View File

@@ -30,3 +30,4 @@ from . import odsp_discretionary_wizard
from . import odsp_pre_approved_wizard from . import odsp_pre_approved_wizard
from . import odsp_ready_delivery_wizard from . import odsp_ready_delivery_wizard
from . import odsp_submit_to_odsp_wizard from . import odsp_submit_to_odsp_wizard
from . import ltc_repair_create_so_wizard

48
fusion_claims/wizard/ltc_repair_create_so_wizard.py Normal file
View File

@@ -0,0 +1,48 @@
# -*- coding: utf-8 -*-
# Copyright 2024-2026 Nexa Systems Inc.
# License OPL-1 (Odoo Proprietary License v1.0)
from odoo import models, fields, api, _
from odoo.exceptions import UserError
class LTCRepairCreateSOWizard(models.TransientModel):
_name = 'fusion.ltc.repair.create.so.wizard'
_description = 'LTC Repair - Link Contact & Create Sale Order'
repair_id = fields.Many2one(
'fusion.ltc.repair',
string='Repair Request',
required=True,
readonly=True,
)
client_name = fields.Char(
string='Client Name',
readonly=True,
)
action_type = fields.Selection([
('create_new', 'Create New Contact'),
('link_existing', 'Link to Existing Contact'),
], string='Action', default='create_new', required=True)
partner_id = fields.Many2one(
'res.partner',
string='Existing Contact',
)
def action_confirm(self):
self.ensure_one()
repair = self.repair_id
if self.action_type == 'create_new':
if not self.client_name:
raise UserError(_('Client name is required to create a new contact.'))
partner = self.env['res.partner'].create({
'name': self.client_name,
})
repair.client_id = partner
elif self.action_type == 'link_existing':
if not self.partner_id:
raise UserError(_('Please select an existing contact.'))
repair.client_id = self.partner_id
return repair._create_linked_sale_order()

28
fusion_claims/wizard/ltc_repair_create_so_wizard_views.xml Normal file
View File

@@ -0,0 +1,28 @@
<?xml version="1.0" encoding="utf-8"?>
<odoo>
<record id="view_ltc_repair_create_so_wizard_form" model="ir.ui.view">
<field name="name">fusion.ltc.repair.create.so.wizard.form</field>
<field name="model">fusion.ltc.repair.create.so.wizard</field>
<field name="arch" type="xml">
<form string="Link Contact">
<group>
<field name="repair_id" invisible="1"/>
<field name="client_name"/>
<field name="action_type" widget="radio"/>
<field name="partner_id"
invisible="action_type != 'link_existing'"
required="action_type == 'link_existing'"/>
</group>
<footer>
<button name="action_confirm" type="object"
string="Confirm &amp; Create Sale Order"
class="btn-primary"/>
<button string="Cancel" class="btn-secondary"
special="cancel"/>
</footer>
</form>
</field>
</record>
</odoo>