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(rejected, denied, needs_correction, withdrawn, on_hold, cancelled,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.
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
