- express save captures visit_id; visit-linked submit defers SO creation
(saves draft + signature) and returns to the visit for grouping.
- portal dashboard 'Start a Visit' tile for sales reps.
- fix duplicate-authorizer completion email; visit grouped SOs email once per SO.
- define visit._assessment_sale_type (ADP grouping key) - fixes AttributeError.
Verified on a westin-v19 clone (load + ADP-grouping + combination-guard smoke
test, mail neutralised) then deployed to westin prod 19.0.2.10.0.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Bundles multiple assessments per home visit; on completion groups them by
funding workflow (x_fc_sale_type) into one draft sale order per workflow
(March of Dimes / ADP / ODSP / WSIB / private / hardship / insurance).
Adds the mobility scooter ADP device type, the power-mobility home-access
rule, ADP multi-device combination guard, and the portal visit workspace.
Verified on a westin-v19 clone (clean registry load + funding-grouping
smoke test) then deployed to westin prod (fusion_portal 19.0.2.9.0).
Prod's pre-existing orphaned tax links were preserved (Odoo skips existing
FKs), pending a later audit.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
