- Add Tool 6 for demographic analysis using direct SQL queries
- Age group breakdowns: clients, applications, avg apps/client, avg funding
- Device popularity by age bracket (under 45, 45-60, 61-75, 75+)
- City demographics with average age and funding per city
- Benefit type analysis (ODSP, OWP, ACSD, Regular)
- Top devices with average client age
- Overall funding summary (totals, averages, age range)
- Update AI topic and system prompt with Tool 6 routing examples
- Fix _read_group override crash (dict_values not subscriptable) in sale_order.py
- Migrate _fc_tool_claims_stats from deprecated read_group() to _read_group() API
- Enrich client details tool with funding history, invoice status, prev-funded devices
- Add Client Status Lookup tool (search by name, returns orders/invoices/next steps)
- Add ADP Billing Period tool (invoiced amounts, paid/unpaid, submission deadlines)
- Update AI agent system prompt with all 5 tools and usage examples
When customers pay for ADP quotations through the portal, the system
was charging the full order amount (ADP + client portions combined).
Now correctly charges only the client portion (25% for REG clients).
Changes:
- Override _get_prepayment_required_amount() to return client portion
- Override _has_to_be_paid() to skip payment for 100% ADP-funded orders
- Add portal controller to cap payment amount at client portion
- Add portal template showing ADP funding breakdown to customer
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>
