- express save captures visit_id; when visit-linked, action=submit saves the
ADP assessment as a draft (signature + Page 11 PDF still captured) and returns
to the visit instead of completing into a standalone SO, so the visit groups
the ADP devices into one funding-routed order. Non-visit express flow unchanged.
- portal dashboard: featured 'Start a Visit' tile (sales reps) -> /my/visit/new.
- fix duplicate-authorizer email: _send_completion_notifications no longer
re-emails the authorizer (already emailed with the full report by
_send_assessment_completed_email); it now only notifies the client.
- visit grouped accessibility SOs now send one office completion email per SO.
Bump 19.0.2.10.0.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
The visit groups its ADP assessments by funding type onto ONE ADP order (first
device creates the SO via the existing express completion; the rest attach),
enforcing the combination rule: at most one seated-mobility device (manual WC /
power WC / scooter) + optionally one walker, no duplicates. Also fixes a Phase 1b
bug - it called action_complete() (needs signatures, returns an action dict) for
ADP; now uses action_complete_express() which returns the SO.
Untested locally (Enterprise dep) - clone verification pending.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Adds fusion.assessment.visit: the hub that bundles a home visit's assessments and,
on completion, groups its ACCESSIBILITY assessments by funding workflow
(x_fc_sale_type) and creates ONE draft sale order per workflow, reusing the existing
MOD/ODSP/etc. pipelines + the chatter-note pattern. ADP assessments keep one-SO-each
for now (ADP multi-device grouping is Phase 2).
- New model + sequence (VISIT/YYYY/NNNN) + ACL + backend list/form/menu.
- visit_id added to fusion.assessment, fusion.accessibility.assessment, sale.order.
- action_complete_visit() group-and-routes; MOD $15k cap + income-threshold flag
surfaced (informational, no auto-enforcement).
NOT YET: completion-email consolidation; ADP multi-device (Phase 2); portal
add-as-you-go workspace (Phase 3). Untested locally (Enterprise knowledge dep) -
to be verified on a westin-v19 clone before prod.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
