changes

fusion_claims/models/fusion_adp_device_code.py

@@ -20,18 +20,7 @@ class FusionADPDeviceCode(models.Model):
     _order = 'device_type, device_code'
 
     def _register_hook(self):
-        """
-        Called when the model is loaded. 
-        Re-loads device codes from packaged JSON on module upgrade.
-        """
         super()._register_hook()
-        # Use with_context to check if this is a module upgrade
-        # The data will be loaded via post_init_hook on install,
-        # and via this hook on upgrade (when module is reloaded)
-        try:
-            self.sudo()._load_packaged_device_codes()
-        except Exception as e:
-            _logger.warning("Could not auto-load device codes: %s", str(e))
 
     # ==========================================================================
     # MAIN FIELDS

fusion_claims/models/res_partner.py

@@ -69,7 +69,60 @@ class ResPartner(models.Model):
         store=True,
     )
 
+    # ==========================================================================
+    # AUTHORIZER FIELDS
+    # ==========================================================================
+    x_fc_authorizer_number = fields.Char(
+        string='ADP Authorizer Number',
+        tracking=True,
+        index=True,
+        help='ADP Registration Number for this authorizer (e.g. OT). '
+             'Used to auto-link authorizers when processing ADP XML files.',
+    )
+    x_fc_adp_application_count = fields.Integer(
+        string='ADP Applications',
+        compute='_compute_adp_application_count',
+    )
+
     @api.depends('x_fc_contact_type')
     def _compute_is_odsp_office(self):
         for partner in self:
             partner.x_fc_is_odsp_office = partner.x_fc_contact_type == 'odsp_office'
+
+    def _compute_adp_application_count(self):
+        AppData = self.env['fusion.adp.application.data']
+        for partner in self:
+            domain = self._get_authorizer_application_domain(partner)
+            partner.x_fc_adp_application_count = AppData.search_count(domain) if domain else 0
+
+    def _get_authorizer_application_domain(self, partner):
+        """Build domain to find applications linked to this authorizer."""
+        conditions = []
+        if partner.x_fc_authorizer_number:
+            conditions.append(('authorizer_adp_number', '=', partner.x_fc_authorizer_number))
+        name = (partner.name or '').strip()
+        if name:
+            parts = name.replace(',', ' ').split()
+            if len(parts) >= 2:
+                conditions.append(
+                    '&',
+                )
+                conditions.append(('authorizer_last_name', 'ilike', parts[0]))
+                conditions.append(('authorizer_first_name', 'ilike', parts[-1]))
+        if not conditions:
+            return []
+        if len(conditions) > 3:
+            return ['|'] + conditions
+        return conditions
+
+    def action_view_adp_applications(self):
+        self.ensure_one()
+        domain = self._get_authorizer_application_domain(self)
+        return {
+            'name': 'ADP Applications',
+            'type': 'ir.actions.act_window',
+            'res_model': 'fusion.adp.application.data',
+            'view_mode': 'list,form',
+            'domain': domain,
+            'context': {'default_authorizer_adp_number': self.x_fc_authorizer_number or ''},
+        }

fusion_claims/models/xml_parser.py

@@ -66,6 +66,10 @@ class FusionXmlParser(models.AbstractModel):
         # Step 3: Create/update profile
         profile = self._find_or_create_profile(model_vals, sale_order)
 
+        # Step 3b: Auto-link authorizer on sale order by ADP number
+        if sale_order:
+            self._link_authorizer_by_adp_number(model_vals, sale_order)
+
         # Step 4: Create application data record
         model_vals['profile_id'] = profile.id
         model_vals['sale_order_id'] = sale_order.id if sale_order else False
@@ -637,6 +641,39 @@ class FusionXmlParser(models.AbstractModel):
     # ------------------------------------------------------------------
     # PROFILE MANAGEMENT
     # ------------------------------------------------------------------
+    def _link_authorizer_by_adp_number(self, vals, sale_order):
+        """Auto-link the authorizer contact on the sale order using the ADP number from XML."""
+        adp_number = (vals.get('authorizer_adp_number') or '').strip()
+        if not adp_number or adp_number.upper() in ('NA', 'N/A', ''):
+            return
+
+        if sale_order.x_fc_authorizer_id:
+            return
+
+        Partner = self.env['res.partner']
+        authorizer = Partner.search([
+            ('x_fc_authorizer_number', '=', adp_number),
+        ], limit=1)
+
+        if not authorizer:
+            first = (vals.get('authorizer_first_name') or '').strip()
+            last = (vals.get('authorizer_last_name') or '').strip()
+            if first and last:
+                authorizer = Partner.search([
+                    '|',
+                    ('name', 'ilike', f'{first} {last}'),
+                    ('name', 'ilike', f'{last}, {first}'),
+                ], limit=1)
+                if authorizer and not authorizer.x_fc_authorizer_number:
+                    authorizer.write({'x_fc_authorizer_number': adp_number})
+
+        if authorizer:
+            sale_order.write({'x_fc_authorizer_id': authorizer.id})
+            _logger.info(
+                'Auto-linked authorizer %s (ADP# %s) to SO %s',
+                authorizer.name, adp_number, sale_order.name,
+            )
+
     def _find_or_create_profile(self, vals, sale_order=None):
         """Find or create a client profile from parsed application data."""
         Profile = self.env['fusion.client.profile']

fusion_claims/views/res_partner_views.xml

@@ -16,6 +16,22 @@
                 <field name="x_fc_contact_type" placeholder="Select contact type..."/>
             </xpath>
 
+            <!-- ADP Applications smart button for authorizers -->
+            <xpath expr="//div[@name='button_box']" position="inside">
+                <button name="action_view_adp_applications" type="object"
+                        class="oe_stat_button" icon="fa-file-text"
+                        invisible="x_fc_adp_application_count == 0">
+                    <field name="x_fc_adp_application_count" widget="statinfo" string="Applications"/>
+                </button>
+            </xpath>
+
+            <!-- Authorizer number for OTs/PTs/authorizer contacts -->
+            <xpath expr="//field[@name='x_fc_contact_type']" position="after">
+                <field name="x_fc_authorizer_number" string="ADP Reg. Number"
+                       invisible="x_fc_contact_type not in ('occupational_therapist', 'physiotherapist', 'adp_agent')"
+                       placeholder="e.g. 3000001234"/>
+            </xpath>
+
             <!-- ODSP section in notebook -->
             <xpath expr="//notebook" position="inside">
                 <page string="ODSP" name="odsp_info"