The long label 'Handed Off (Client/Authorizer Submitting)' was squeezing
the MOD statusbar on the sale order form — the parenthetical pushed half
the states off-screen behind a '...' overflow indicator. Context about
WHO is handling the submission is already captured in x_fc_mod_submitted_by
and visible in the MOD Documents tab, so the statusbar label does not need
to repeat it.
Deployed to odoo-westin and odoo-mobility, re-ran -u fusion_claims on
both so the ir_model_fields_selection.name row was resynced.
In v19.0.8.0.3 the new handoff_to_client MOD state was inserted between
project_complete and pod_submitted in the Selection list, so it rendered
near the bottom of status dropdowns even though it happens very early in
the workflow. Also forgot to add it to _expand_mod_statuses, so it would
not appear as a kanban column without holding records.
Fixes:
- Move handoff_to_client in the Selection tuple to position 6 (right after
quote_submitted, right before awaiting_funding) — parallel to
quote_submitted as the alternative entry into awaiting_funding
- Add handoff_to_client to the main list in _expand_mod_statuses so it
always appears as a kanban column
- Add handoff_to_client AND awaiting_funding to statusbar_visible on the
sale_order form view (awaiting_funding was also missing before)
Deployed to odoo-westin (westin-v19) and odoo-mobility (mobility).
Re-ran -u fusion_claims on both so Odoo resynced the Selection
sequence column. Verified: both databases now show sequence 0..15 with
handoff_to_client at sequence 5, identical between servers.
Reworks the March of Dimes workflow to match reality: the OT does their own
disability assessment and provides the VOD letter; our accessibility specialist
then visits to produce the proposal/drawings/quote; and the application can be
submitted by us (internal), the client, or the authorizer themselves. The old
workflow flattened all this into one assessment state with a dead-end
funding_denied and no document tracking.
Data model (13 new sale.order fields):
- 5 new document binaries + filenames: VOD letter, Application Form (filled),
Notice of Assessment, Property Tax, Proposal Document
- x_fc_mod_submitted_by Selection (internal/client/authorizer)
- x_fc_mod_handoff_date, x_fc_mod_vod_requested_date
- x_fc_mod_accessibility_specialist_id (m2o res.partner — internal or external)
- x_fc_mod_previous_status_before_hold (for proper resume)
- x_fc_mod_funding_denial_reason (captured via wizard)
Settings (4 res.company fields + res_config_settings mirrors):
- x_fc_mod_application_form (blank) + filename
- x_fc_mod_vod_form (blank) + filename
- x_fc_mod_followup_assignee_mode (office_contact / sales_rep)
- x_fc_mod_followup_office_contact_id
res.partner: added 'accessibility_specialist' to x_fc_contact_type.
State machine:
- New state handoff_to_client between quote_submitted and awaiting_funding,
used for paths B/C (client or authorizer submits themselves)
- Fixed action_mod_on_hold to save x_fc_mod_previous_status_before_hold
- Fixed action_mod_resume to restore previous status (was hardcoded to
in_production, losing context for cases held earlier)
4 new wizards:
- mod_submission_path_wizard — chooses submitted_by, auto-fires VOD request
email on first switch to 'internal'
- mod_funding_denied_wizard — captures denial category + reason
- mod_resubmit_wizard — revises + resubmits denied cases (with optional
doc clearing)
- mod_submission_confirmed_wizard — records client/authorizer confirmed
submission, advances to awaiting_funding
8 new action methods:
- action_mod_set_submission_path, action_mod_request_vod,
action_mod_handoff_to_client (validates docs, fires handoff email),
action_mod_confirmed_submission, action_mod_resubmit_from_denied,
action_mod_cancel_from_denied, action_mod_reopen_cancelled
- action_mod_funding_denied now opens the denial wizard
3 new email methods + 2 existing fixes:
- _send_mod_vod_request_email — auto-attaches blank VOD form from company
settings, sent to authorizer when we are handling submission
- _send_mod_handoff_email — two templates (client vs authorizer), attaches
proposal + drawing + blank MOD Application Form
- _mod_company_attachment helper for building attachments from company Binary
- Fixed _send_mod_assessment_completed_email to include authorizer
- Fixed _send_mod_pod_submitted_email to include client
New cron:
- _cron_mod_handoff_followup (daily 09:00) — creates mail.activity for office
to confirm MOD submission. Assignee via company setting (office contact or
sales rep). Uses existing rolling-window cap (2/month per order).
Views:
- sale_order form: new status-bar buttons (set path, request VOD, handoff,
confirm, resubmit, cancel, reopen), new document section in MOD Documents
tab with submission-path tracking, denial details, hold history
- res_config_settings: new MOD blank forms upload + assignee config
Deployed to odoo-westin (westin-v19) and odoo-mobility (mobility). Pre-deploy
FK cleanup from earlier session means mobility updated cleanly without
workaround. HTTP 200 on both, cron verified active, all new fields present.
Workflow (from the FigJam ADP board):
- 9 new ADP action methods to wire up the orphan states that the board
showed had no entry or no exit path: put_on_hold, withdraw, mark_denied,
mark_rejected, mark_needs_correction, cancel, reopen_cancelled,
reopen_expired, resubmit_from_denied.
- 12-month auto-expire cron (_cron_adp_expire_approved) configurable via
fusion_claims.adp_approval_expiry_months, runs daily at 03:00.
- 3 new recovery buttons in the ADP form view (Reopen cancelled, Reopen
expired, Resubmit from denied) in both the primary status bar and the
secondary details panel.
Email (from the 2026-04 email audit):
- 6 new ADP stage email methods via a shared _adp_send_stage_email helper:
assessment_scheduled, assessment_completed, application_received, accepted,
cancelled, expired. Each has a matching dispatch entry in write().
- _send_rejection_email now includes the client (was authorizer-only).
- _send_accepted_email excludes the authorizer per the new rule: "Accepted"
is a passive intermediate state with no authorizer action required.
- _send_ready_for_delivery_email excludes the authorizer: operational
scheduling, not delivery confirmation. Authorizers are notified at
case_closed when the product is actually delivered.
- action_adp_put_on_hold and action_adp_withdraw now fire their matching
email methods so direct action-method calls get the same notifications
as the status_change_reason_wizard path.
Authorizer notification rule (locked in for this update):
Send to authorizer ONLY for initial involvement (assessment/submit/
resubmit), delivery confirmation (case_closed), and problem states
(rejected, denied, needs_correction, withdrawn, on_hold, cancelled,
expired). Skip for billing, payment, ready_delivery scheduling, and
passive intermediates (accepted).
Scope: ADP + ADP/ODSP only. MOD workflow emails reverted and deferred
to a separate update.
Deployed to odoo-westin (westin-v19) and odoo-mobility (mobility).
Pre-existing stock_route_warehouse FK orphans on mobility worked around
by verifying fusion_claims transaction committed before container restart.
Two daily MOD crons were fighting each other. _cron_mod_schedule_followups
created a mail.activity on every MOD order in quote_submitted/awaiting_funding;
_cron_mod_escalate_followups unconditionally deleted the activity after
sending its one-time reminder email. The activity was recreated every day
in a tight loop with no per-period cap — a legitimate 2-4 month wait for
a MOD funding decision would generate dozens of activity churn events and
a bulk email burst the first time the escalate cron ran against a backlog.
Fix:
- New fields x_fc_mod_followup_month_count / _month_start / _cap_notified
(copy=False) track a rolling window per order.
- New config params mod_followup_max_per_month (default 2),
mod_followup_window_days (30), mod_followup_max_per_cron_run (10).
- _send_mod_followup_email resets the window after 30 days, refuses to
send past the cap, and posts a one-shot chatter note explaining why.
- _cron_mod_schedule_followups no longer recreates the activity when the
cap has been hit and stops daily-bumping x_fc_mod_next_followup_date.
- _cron_mod_escalate_followups processes oldest-deadline-first with a
per-run throttle, only unlinks the activity on a successful send so
humans can still action capped cases manually.
- write() resets the rolling counters on any real MOD status change.
Deployed to fusion_claims v19.0.8.0.1 on odoo-westin (westin-v19,
36 affected orders) and odoo-mobility (mobility, 2 affected orders).
- Add fusion_claims.adp.export.record model with filestore-backed Binary field
for tracking exported ADP claims files organized by Year > Month > Posting Period
- Add tree/form/search views with default group-by hierarchy, latest first
- Add "Export Files" menuitem under ADP menu section
- Add bulk ZIP download server action for multi-select export
- Replace Documents app storage with new model in export wizard
- Remove Documents-related methods (_save_to_documents, folder creation)
- Add migration button in Settings to move existing Documents files
- Fix Export ADP button visibility: only show on ADP portion invoices
- Remove redundant Sync All button from invoice form
- Add ACL entries for billing users (read/create) and managers (full CRUD)
- Bump version to 19.0.7.3.0
Made-with: Cursor
Rental orders no longer show the "Authorizer Required?" question or
the Authorizer field. The sale type is automatically set to 'Rentals'
when creating or confirming a rental order. Validation logic also
skips authorizer checks for rental sale type.
Made-with: Cursor
- New 'pending' status allows tasks to be created without a schedule,
acting as a queue for unscheduled work that gets assigned later
- Pending group appears in the Delivery Map sidebar with amber color
- Other modules can create tasks in pending state for scheduling
- scheduled_date no longer required (null for pending tasks)
- New Pending Tasks menu item under Field Service
- Pending filter added to search view
Co-authored-by: Cursor <cursoragent@cursor.com>
- Add portal gradient branding settings with 4 presets (Green/Teal,
Blue/Purple, Sunset Orange, Dark Slate) and custom color picker
- Live preview in settings, onchange updates colors reactively
- Dynamic gradient applied across portal home, CSS, and card elements
- Fix after photos visibility (conditional on resolved=yes)
- Fix technician section gating on portal repair form
- Move Create Sale Order button to form header for visibility
- Fix portal home row width inconsistency (xpath target change)
Co-authored-by: Cursor <cursoragent@cursor.com>
