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(rejected, denied, needs_correction, withdrawn, on_hold, cancelled,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.
- 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
Remove privilege_id from portal groups so they no longer appear in the
User settings dropdown (they are auto-assigned from Contact form).
Restrict Fusion Claims settings view to managers only.
Co-authored-by: Cursor <cursoragent@cursor.com>
- 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>
