Commit Graph

76 Commits

Author SHA1 Message Date
gsinghpal
dfa266d691 test(fusion_claims,fusion_tasks): fix clone-test failures (future dates + seed-aware asserts)
Real install verified on the Westin clone; these were test-only bugs:
- Task-create tests hardcoded scheduled_date 2026-06-03, now in the past, which
  the base _check_no_overlap rejects ('Cannot schedule tasks in the past'). Use
  future dates (tz test pins a future July date so Toronto stays EDT for the
  9:00->13:00 UTC assertion).
- Service-rate resolver tests created rows with seeded codes (callout_standard_normal,
  per_km) -> UNIQUE(code) violation post-install. Assert against the seed instead.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-04 06:04:11 -04:00
gsinghpal
7b8364eb58 fix(fusion_claims): seed service products as product.product (direct variant ref)
The <template>_product_variant auto external-ID is not reliably created in this
Odoo 19 (only 5 exist on westin-v19; none for these products or product_labor_hourly),
so the rate rows' product_id refs failed at install: 'External ID not found:
..._product_variant'. Seed each product as model=product.product (the xmlid IS the
variant; name/price/uom/etc. delegate via _inherits) and reference it directly.
In-shop labour now uses a dedicated product_labour_inshop ($75) rather than reusing
product_labor_hourly, whose variant xmlid likewise does not exist. Caught on the
Westin clone install.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-04 05:55:00 -04:00
gsinghpal
4e5e9f4c91 fix(fusion_claims): drop uom_po_id from seed labour products
product.template lost the separate purchase-UoM field uom_po_id in Odoo 19
(only uom_id remains). The plan's seed carried uom_po_id, which ParseErrors at
install: 'Invalid field uom_po_id in product.template'. Caught on first real
clone-install on the Westin Enterprise clone. The existing product_labor_hourly
uses uom_id only — match that.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-04 05:46:58 -04:00
gsinghpal
f84c22c743 feat(fusion_claims): Book a Service entry point + version bump
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-04 01:31:46 -04:00
gsinghpal
46d19fd581 fix(fusion_claims): OWL wizard review fixes (statement handler, scss borders, tech guard)
- Move the call-type select handler into onCallType() — OWL cannot compile a
  multi-statement inline t-on body (was a render-breaking crash on mount).
- Replace color-mix() inside border shorthands with var(--sb-border) (Odoo-19
  SCSS drops color-mix in a border shorthand).
- Technician placeholder option value '' (not 'false') so the required-tech
  guard isn't bypassed.
- Remove dead setTiming(); null-coalesce the refdata onWillStart load.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-04 01:29:55 -04:00
gsinghpal
56ca82c611 feat(fusion_claims): OWL service-booking wizard + dark/light SCSS
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-04 01:16:29 -04:00
gsinghpal
d457b86eaa fix(fusion_claims): default booking description + isolate order-less task test
Review follow-up: the base fusion.technician.task.description is required=True and
non-in-store tasks require an address (_check_address_required). So:
- action_book_from_wizard now defaults description to 'Service booking' when the
  payload carries neither description nor issue (avoids a required-field failure).
- test_task_without_order_is_allowed now sets description + is_in_store=True so it
  exercises only the relaxed _check_order_link, not those unrelated base constraints.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-04 01:09:14 -04:00
gsinghpal
92e8a18fcb feat(fusion_claims): action_book_from_wizard + jsonrpc booking routes
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-04 01:00:53 -04:00
gsinghpal
245e551c68 feat(fusion_claims): service pricing resolver + draft-SO builder from rate table
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-04 00:54:39 -04:00
gsinghpal
a022eaaabe feat(fusion_claims): allow order-less tasks + service-repair SO flag
Relaxes _check_order_link to a no-op (service bookings auto-create their SO;
in-shop/walk-in tasks may have none) and adds x_fc_is_service_repair on
sale.order. The 'Service Repair' crm.tag from the plan is intentionally
omitted: fusion_claims does not depend on crm and sale.order has no tag_ids;
the boolean flag is the repair-SO identity.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-04 00:51:10 -04:00
gsinghpal
d5d410f6d0 chore(fusion_claims): bump version for service-rate foundation
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-04 00:42:50 -04:00
gsinghpal
41141a75e8 feat(fusion_claims): Service Rates menu, list (inline-edit) + form + ACL
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-04 00:42:42 -04:00
gsinghpal
d512dfccf0 feat(fusion_claims): seed service-rate rows from the rate card
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-04 00:41:44 -04:00
gsinghpal
5e9576ed8f feat(fusion_claims): seed service-rate products
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-04 00:39:03 -04:00
gsinghpal
80d9a960e7 feat(fusion_claims): add fusion.service.rate model + resolvers
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-04 00:38:27 -04:00
gsinghpal
747c814249 refactor(fusion_portal): rename from fusion_authorizer_portal + modern photo cards on accessibility selector
Rename module fusion_authorizer_portal -> fusion_portal everywhere:
manifest/assets, controllers, models, views, JS (odoo.define + asset URLs),
migration MODULE constants; plus cross-module refs in fusion_schedule,
fusion_repairs, fusion_quotations (depends + inherit_id) and the pdf_filler
import in fusion_claims. Add rename_module.sql for the one-time in-place DB
rename (ir_module_module, ir_model_data, ir_ui_view.key,
ir_module_module_dependency) required on installed envs before -u fusion_portal.
Document the rename gotcha as rule 16 in CLAUDE.md.

Redesign the Accessibility Assessment selector: replace Font Awesome icon tiles
with photo-banner cards using 7 optimized images (1000x750 PNG -> 800x600 JPEG,
~8MB -> 488KB), per-type colour accent bar + centered pill button, hover
lift/zoom. Images ship as module static files so they deploy/sync with the module.

Drop the regenerable graphify-out cache from the module.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-01 22:38:14 -04:00
gsinghpal
3440e4b7c6 feat(fusion_claims): force full-width sheet + 3-col responsive layout at xl
Aggressive sheet override: flex-basis 100%%, !important on width and
max-width to beat parent flex/media-query constraints. Also overrides
the o_form_sheet_bg wrapper.

Layout at xl (>=1200px) now splits into 3 columns:
- Col 1 (3/12): Your Activities + Bottlenecks
- Col 2 (5/12): ADP Pre + ADP Post + MOD
- Col 3 (4/12): Aging + Other Funders + Recent ADP Exports

Falls back to 5/7 on lg (Col 3 wraps below as full row) and stacked
single column on md and below.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-21 04:38:39 -04:00
gsinghpal
5295aefd8f fix(fusion_claims): force full-width dashboard sheet with dedicated class
The .o_fc_dashboard .o_form_sheet override wasn't winning specificity
against Odoo's default form-sheet constraints. Added a dedicated class
o_fc_dashboard_sheet directly on the <sheet> element + !important
overrides on max-width, width, and flex to stretch the sheet to the
full container width.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-21 04:30:04 -04:00
gsinghpal
4025789ba0 feat(fusion_claims): expand dashboard with this-month, pipeline, aging, recent exports + full-width
Adds 4 new sections:
- This Month rollup: submitted/approved/delivered/billed counts MTD
- Pipeline $ by stage: pre-submit / submitted / approved / ready-to-bill amounts
- Aging buckets: 30-59d, 60-89d, 90+ days
- Recent ADP Exports: last 5 with totals

Also overrides Odoo's form-sheet max-width on .o_fc_dashboard so the
dashboard uses the full browser width.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-21 04:26:25 -04:00
gsinghpal
5b6e53c863 fix(fusion_claims): add Dashboard menu item under ADP Claims root
The dashboard action existed but no menuitem ever pointed to it (latent
bug in the original module). Adding menu_fusion_claims_dashboard as the
first child of menu_adp_claims_root so the dashboard becomes the default
landing for the Fusion Claims app.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-21 04:04:20 -04:00
gsinghpal
b70fff01e1 feat(fusion_claims): bump version to 19.0.9.0.0 for dashboard rewrite
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-21 03:53:25 -04:00
gsinghpal
07f9bcf79b feat(fusion_claims): add OWL countdown widget for posting deadline
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-21 03:53:18 -04:00
gsinghpal
1420a5c445 feat(fusion_claims): add dashboard SCSS with dual-bundle theming
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-21 03:52:57 -04:00
gsinghpal
2bfb1015ea feat(fusion_claims): rewrite dashboard form view with action-oriented layout
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-21 03:51:59 -04:00
gsinghpal
ace82de88c feat(fusion_claims): add dashboard create-SO hotlinks
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-21 03:50:58 -04:00
gsinghpal
1b1e9fdb9e feat(fusion_claims): add dashboard open-list action methods
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-21 03:50:32 -04:00
gsinghpal
95e0e2d9bd feat(fusion_claims): add dashboard ADP + MOD workflow tile counts
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-21 03:49:48 -04:00
gsinghpal
cdc9f864b2 feat(fusion_claims): add dashboard other-funder counts
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-21 03:49:10 -04:00
gsinghpal
a00c891277 feat(fusion_claims): add dashboard activities and bottlenecks
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-21 03:48:41 -04:00
gsinghpal
f45883233c feat(fusion_claims): add dashboard KPI tiles (ready/claimed/AR)
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-21 03:48:08 -04:00
gsinghpal
d5e79cdc10 feat(fusion_claims): add dashboard banner fields
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-21 03:47:24 -04:00
gsinghpal
1a8a96d94e feat(fusion_claims): scaffold dashboard model with role filter
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-21 03:46:17 -04:00
gsinghpal
53fd6114e7 changes 2026-05-21 03:42:46 -04:00
gsinghpal
1314f4581d changes 2026-05-21 03:37:25 -04:00
gsinghpal
b2f483d67c docs(fusion_claims): add dashboard redesign spec
Action-oriented dashboard replacing the existing 4-panel HTML overview:
posting-week banner with live countdown, 3 KPI tiles, 8 funder hotlinks,
ADP + MOD workflow flag tiles, role-aware filtering, dark-mode aware SCSS.

Spec captures all design decisions from the brainstorm session; ready to
hand off to writing-plans.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-21 03:29:23 -04:00
gsinghpal
60eb2adef3 fix(claims): intake_mode title above radio, not on the left
Switched the section title from group string= (which Odoo was rendering
as a left-side column label) to a real <separator/>, so the heading
sits above the radio and the options use the full form width.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-19 21:48:37 -04:00
gsinghpal
e3bec557b6 fix(claims): restore long intake_mode labels, give group full width
Reverts the label shortening and instead sets col=1 on the radio group
so the group's inner layout is a single column. With the full wizard
width available, the full labels fit on one line each.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-19 21:41:51 -04:00
gsinghpal
6a1640ff6d fix(claims): shorten intake_mode labels — single line in radio
The group title already says "How were pages 11 & 12 provided?", so the
radio labels don't need to repeat "Pages 11 & 12". Shortened to:
"Inside the original application" / "Separate file" / "Sign remotely".

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-19 21:37:31 -04:00
gsinghpal
10f5d44965 chore(claims): bump version to 19.0.8.0.7
Bumps fusion_claims version to bust the asset bundle cache after the
Application Received wizard refactor.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-19 18:01:32 -04:00
gsinghpal
a4d615d74e feat(claims): wizard view — intake-mode radio + conditional groups
Three-mode radio at the top of the Application Received wizard. The
Signed Pages 11 & 12 group is only shown in Separate mode; the remote
sign banner/button is only shown in Remote mode. Adds a read-only
'Detected pages' indicator next to the uploaded original PDF.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-19 18:01:08 -04:00
gsinghpal
f5ac8d07d7 feat(claims): three-mode Application Received wizard
Adds intake_mode (bundled / separate / remote) so staff can mark
applications received with a single bundled PDF, the existing
separate-pages-file flow, or a pending remote signature. Folds in
content-based PDF validation, a friendlier status-gate message,
and a page-count helper for the original application.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-19 18:00:41 -04:00
gsinghpal
50539741ce feat(claims): case-close audit accepts bundled pages flag
The signed-pages verification step on case close now treats the bundled
flag as 'pages present', matching the ready-for-submission gate and the
audit trail.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-19 16:20:56 -04:00
gsinghpal
7a891c5aaa feat(claims): ready-for-submission gate accepts bundled pages flag
Both the has_documents indicator and the action_confirm missing-items
gate now read x_fc_has_signed_pages_11_12, so orders with pages 11 & 12
bundled inside the original PDF can move to Ready for Submission without
a separate signed-pages file.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-19 16:20:35 -04:00
gsinghpal
3bef640979 feat(claims): audit trail honours bundled pages flag
x_fc_trail_has_signed_pages now reads x_fc_has_signed_pages_11_12, so
the trail correctly shows complete when pages 11 & 12 are bundled inside
the original application.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-19 16:15:52 -04:00
gsinghpal
1f20eb3d2a feat(claims): add x_fc_pages_11_12_in_original + computed gate
New boolean on sale.order tracks whether pages 11 & 12 are bundled
inside the original application PDF. Computed helper
x_fc_has_signed_pages_11_12 ORs bundled flag with separate-file and
remote-signing presence so downstream gates can read one field.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-19 15:15:50 -04:00
gsinghpal
41d0908ade changes 2026-04-24 21:04:38 -04:00
gsinghpal
b09538b4e2 changes 2026-04-17 17:31:12 -04:00
gsinghpal
be611876ad changes 2026-04-12 09:09:50 -04:00
gsinghpal
5d89e04f82 fusion_claims: shorten handoff_to_client label to 'Handed Off' (v19.0.8.0.5)
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.
2026-04-09 08:09:36 -04:00
gsinghpal
b6d101c9a2 fusion_claims: fix handoff_to_client Selection ordering (v19.0.8.0.4)
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.
2026-04-09 08:02:39 -04:00