feat(fusion_portal): Phase 3 - assessment visit workspace (accessibility path)

Adds the portal workspace: /my/visit/new starts a visit; /my/visit/<id> shows the
add-as-you-go workspace (add buttons -> existing forms carrying ?visit_id, a
deferred client+funding form, and a Complete button). Accessibility forms launched
from a visit save as a DRAFT linked to it (JS carries visit_id into the form; the
controller captures it and skips the per-assessment SO) - the VISIT completion then
creates the grouped per-funding sale orders.

NOT YET: express/ADP form visit-linking, email consolidation, polished tablet UI.
Untested locally (Enterprise dep) - clone verification pending.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

fusion_portal/__manifest__.py

@@ -81,6 +81,7 @@ This module provides external portal access for:
         'views/portal_technician_templates.xml',
         'views/portal_book_assessment.xml',
         'views/portal_page11_sign_templates.xml',
+        'views/portal_visit.xml',
     ],
     'assets': {
         'web.assets_backend': [

fusion_portal/controllers/portal_main.py

@@ -2479,6 +2479,56 @@ class AuthorizerPortal(CustomerPortal):
         template = template_map.get(assessment_type, 'fusion_portal.portal_accessibility_selector')
         return request.render(template, values)
     
+    # ==========================================================================
+    # ASSESSMENT VISIT WORKSPACE (Phase 1b/3)
+    # ==========================================================================
+    @http.route('/my/visit/new', type='http', auth='user', website=True)
+    def visit_new(self, **kw):
+        """Start a new assessment visit and open its workspace."""
+        partner = request.env.user.partner_id
+        if not partner.is_sales_rep_portal and not partner.is_authorizer:
+            return request.redirect('/my')
+        visit = request.env['fusion.assessment.visit'].sudo().create({
+            'sales_rep_id': request.env.user.id,
+        })
+        return request.redirect('/my/visit/%s' % visit.id)
+
+    @http.route('/my/visit/<int:visit_id>', type='http', auth='user', website=True)
+    def visit_workspace(self, visit_id, **kw):
+        visit = request.env['fusion.assessment.visit'].sudo().browse(visit_id)
+        if not visit.exists():
+            return request.redirect('/my')
+        return request.render('fusion_portal.portal_visit_workspace', {
+            'visit': visit,
+            'page_name': 'visit',
+            'error': kw.get('error'),
+        })
+
+    @http.route('/my/visit/<int:visit_id>/save', type='http', auth='user', methods=['POST'], website=True, csrf=True)
+    def visit_save_client(self, visit_id, **post):
+        visit = request.env['fusion.assessment.visit'].sudo().browse(visit_id)
+        if visit.exists():
+            visit.write({
+                'client_name': (post.get('client_name') or '').strip(),
+                'client_phone': (post.get('client_phone') or '').strip(),
+                'client_email': (post.get('client_email') or '').strip(),
+                'client_address': (post.get('client_address') or '').strip(),
+                'x_fc_income_under_mod_threshold': post.get('x_fc_income_under_mod_threshold') or 'unknown',
+            })
+        return request.redirect('/my/visit/%s' % visit_id)
+
+    @http.route('/my/visit/<int:visit_id>/complete', type='http', auth='user', methods=['POST'], website=True, csrf=True)
+    def visit_complete(self, visit_id, **post):
+        visit = request.env['fusion.assessment.visit'].sudo().browse(visit_id)
+        if not visit.exists():
+            return request.redirect('/my')
+        try:
+            visit.action_complete_visit()
+        except Exception as e:
+            _logger.warning("Visit %s completion failed: %s", visit_id, e)
+            return request.redirect('/my/visit/%s?error=%s' % (visit_id, str(e)))
+        return request.redirect('/my/visit/%s' % visit_id)
+
     @http.route('/my/accessibility/save', type='json', auth='user', methods=['POST'], csrf=True)
     def accessibility_assessment_save(self, **post):
         """Save an accessibility assessment and optionally create a Sale Order"""
@@ -2547,6 +2597,13 @@ class AuthorizerPortal(CustomerPortal):
             if partner.is_authorizer:
                 vals['authorizer_id'] = partner.id
             
+            # Link to a visit if this form was launched from the workspace.
+            if post.get('visit_id'):
+                try:
+                    vals['visit_id'] = int(post.get('visit_id'))
+                except (TypeError, ValueError):
+                    pass
+
             # Create the assessment
             assessment = Assessment.create(vals)
             _logger.info(f"Created accessibility assessment {assessment.reference} by {request.env.user.name}")
@@ -2572,8 +2629,12 @@ class AuthorizerPortal(CustomerPortal):
             if video_data:
                 self._attach_accessibility_video(assessment, video_data, video_filename)
             
-            # Complete the assessment and create Sale Order if requested
+            # Complete the assessment and create Sale Order if requested.
+            # When launched from a visit, always save as a draft linked to the
+            # visit — the VISIT completion creates the grouped sale order(s).
             create_sale_order = post.get('create_sale_order', True)
+            if vals.get('visit_id'):
+                create_sale_order = False
             if create_sale_order:
                 sale_order = assessment.action_complete()
                 return {
@@ -2586,12 +2647,13 @@ class AuthorizerPortal(CustomerPortal):
                     'redirect_url': f'/my/sales/case/{sale_order.id}',
                 }
             else:
+                redirect_url = ('/my/visit/%s' % vals['visit_id']) if vals.get('visit_id') else '/my/accessibility/list'
                 return {
                     'success': True,
                     'assessment_id': assessment.id,
                     'assessment_ref': assessment.reference,
-                    'message': f'Assessment {assessment.reference} saved as draft.',
+                    'message': f'Assessment {assessment.reference} saved.',
-                    'redirect_url': '/my/accessibility/list',
+                    'redirect_url': redirect_url,
                 }
             
         except Exception as e:

fusion_portal/models/visit.py

@@ -190,6 +190,22 @@ class FusionAssessmentVisit(models.Model):
         )
         return sale_order
 
+    def _validate_adp_combination(self, adp_assessments):
+        """Enforce ADP device-combination rules: at most one seated-mobility
+        device (manual wheelchair / power wheelchair / scooter), optionally one
+        walker/rollator, no duplicates."""
+        seated_types = {'wheelchair', 'powerchair', 'scooter'}
+        seated = [a for a in adp_assessments if a.equipment_type in seated_types]
+        walkers = [a for a in adp_assessments if a.equipment_type == 'rollator']
+        labels = dict(self.env['fusion.assessment']._fields['equipment_type'].selection)
+        if len(seated) > 1:
+            raise UserError(_(
+                'An ADP order can include only one seated-mobility device '
+                '(manual wheelchair, power wheelchair, or scooter). This visit has: %s.'
+            ) % ', '.join(labels.get(a.equipment_type, a.equipment_type) for a in seated))
+        if len(walkers) > 1:
+            raise UserError(_('An ADP order can include only one walker / rollator.'))
+
     def action_complete_visit(self):
         """Group the visit's accessibility assessments by funding workflow and
         create one draft SO per workflow. ADP equipment assessments keep their
@@ -215,14 +231,39 @@ class FusionAssessmentVisit(models.Model):
         for sale_type, group in by_sale_type.items():
             self._create_grouped_sale_order(partner, sale_type, group)
 
-        # ADP equipment assessments: complete individually (one SO each) until
+        # ADP equipment assessments: one ADP order per funding type, with the
-        # Phase 2 multi-device lets several share one ADP order.
+        # device-combination guard, reusing the existing (prod-tested) express
+        # completion. The first device creates the SO; the rest attach to it.
+        adp_by_type = {}
         for assessment in self.adp_assessment_ids:
             if assessment.sale_order_id:
                 continue
-            so = assessment.action_complete()
+            adp_by_type.setdefault(self._assessment_sale_type(assessment), []).append(assessment)
-            if so:
+        labels = dict(self.env['fusion.assessment']._fields['equipment_type'].selection)
-                so.visit_id = self.id
+        for sale_type, group in adp_by_type.items():
+            self._validate_adp_combination(group)
+            # Make sure each device carries the visit's client + OT so the
+            # existing completion logic has what it needs.
+            for assessment in group:
+                vals = {}
+                if not assessment.client_name:
+                    vals['client_name'] = self.client_name or partner.name
+                if not assessment.authorizer_id and self.authorizer_id:
+                    vals['authorizer_id'] = self.authorizer_id.id
+                if not assessment.partner_id:
+                    vals['partner_id'] = partner.id
+                if vals:
+                    assessment.write(vals)
+            primary = group[0]
+            sale_order = primary.action_complete_express()
+            sale_order.write({'visit_id': self.id, 'x_fc_sale_type': sale_type})
+            for extra in group[1:]:
+                extra.write({'state': 'completed', 'sale_order_id': sale_order.id})
+                sale_order.message_post(
+                    body=Markup('<p><strong>Additional ADP device on this order:</strong> %s</p>')
+                    % labels.get(extra.equipment_type, extra.equipment_type or 'device'),
+                    subtype_xmlid='mail.mt_note',
+                )
 
         self.write({'state': 'done', 'partner_id': partner.id})
         return self._action_view_sale_orders()

fusion_portal/views/portal_accessibility_templates.xml

@@ -388,6 +388,7 @@
                         <small class="text-muted">Determines which sale order / funding workflow this case enters.</small>
                     </div>
                 </div>
+                <input type="hidden" name="visit_id" id="acc_visit_id"/>
             </div>
         </div>
     </template>
@@ -647,6 +648,15 @@
             // Fallback if Google Maps not loaded
             window.initAddressAutocomplete = window.initAddressAutocomplete || function() {};
             
+            // Carry visit_id from the workspace launch (?visit_id=) into the form
+            (function() {
+                var _vid = new URLSearchParams(window.location.search).get('visit_id');
+                if (_vid) {
+                    var f = document.getElementById('acc_visit_id');
+                    if (f) { f.value = _vid; }
+                }
+            })();
+
             // Form submission
             function saveAssessment(createSaleOrder) {
                 var form = document.getElementById('accessibility_form');

fusion_portal/views/portal_visit.xml

@@ -0,0 +1,115 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<odoo>
+    <template id="portal_visit_workspace" name="Assessment Visit Workspace">
+        <t t-call="portal.portal_layout">
+            <t t-set="no_breadcrumbs" t-value="True"/>
+            <div class="container py-4">
+                <nav aria-label="breadcrumb" class="mb-3">
+                    <ol class="breadcrumb">
+                        <li class="breadcrumb-item"><a href="/my">Dashboard</a></li>
+                        <li class="breadcrumb-item active">Assessment Visit</li>
+                    </ol>
+                </nav>
+
+                <t t-if="error">
+                    <div class="alert alert-danger"><i class="fa fa-exclamation-circle"/> <t t-esc="error"/></div>
+                </t>
+
+                <div class="d-flex justify-content-between align-items-center mb-3">
+                    <h3 class="mb-0"><i class="fa fa-clipboard text-primary"/> Visit <t t-esc="visit.name"/></h3>
+                    <span class="badge bg-secondary"><span t-field="visit.state"/></span>
+                </div>
+
+                <t t-if="visit.state == 'done'">
+                    <div class="alert alert-success">
+                        <strong>Visit completed.</strong> Sale orders created:
+                        <ul class="mb-0">
+                            <t t-foreach="visit.sale_order_ids" t-as="so">
+                                <li><a t-attf-href="/my/sales/case/{{so.id}}"><t t-esc="so.name"/></a> — <span t-field="so.x_fc_sale_type"/></li>
+                            </t>
+                        </ul>
+                    </div>
+                </t>
+
+                <!-- Assessments added this visit -->
+                <div class="card border-0 shadow-sm mb-4">
+                    <div class="card-header bg-white"><strong>Assessments this visit</strong> (<t t-esc="visit.assessment_count"/>)</div>
+                    <div class="card-body">
+                        <p t-if="not visit.assessment_count" class="text-muted mb-0">
+                            Nothing added yet — use the buttons below to add what you're assessing.
+                        </p>
+                        <ul class="list-group" t-if="visit.assessment_count">
+                            <t t-foreach="visit.adp_assessment_ids" t-as="a">
+                                <li class="list-group-item d-flex justify-content-between align-items-center">
+                                    <span><i class="fa fa-wheelchair text-primary"/> ADP — <span t-field="a.equipment_type"/></span>
+                                    <span class="badge bg-light text-dark"><span t-field="a.state"/></span>
+                                </li>
+                            </t>
+                            <t t-foreach="visit.accessibility_assessment_ids" t-as="a">
+                                <li class="list-group-item d-flex justify-content-between align-items-center">
+                                    <span><span t-field="a.assessment_type"/> — <span t-field="a.x_fc_funding_source"/></span>
+                                    <span class="badge bg-light text-dark"><span t-field="a.state"/></span>
+                                </li>
+                            </t>
+                        </ul>
+                    </div>
+                </div>
+
+                <t t-if="visit.state != 'done'">
+                    <!-- Add assessment -->
+                    <div class="card border-0 shadow-sm mb-4">
+                        <div class="card-header bg-white"><strong>+ Add assessment</strong></div>
+                        <div class="card-body d-flex flex-wrap gap-2">
+                            <a class="btn btn-outline-primary" t-attf-href="/my/assessment/express?visit_id={{visit.id}}">Wheelchair / ADP</a>
+                            <a class="btn btn-outline-primary" t-attf-href="/my/accessibility/stairlift/straight?visit_id={{visit.id}}">Straight Stair Lift</a>
+                            <a class="btn btn-outline-primary" t-attf-href="/my/accessibility/stairlift/curved?visit_id={{visit.id}}">Curved Stair Lift</a>
+                            <a class="btn btn-outline-primary" t-attf-href="/my/accessibility/vpl?visit_id={{visit.id}}">Platform / Porch Lift</a>
+                            <a class="btn btn-outline-primary" t-attf-href="/my/accessibility/ceiling-lift?visit_id={{visit.id}}">Ceiling Lift</a>
+                            <a class="btn btn-outline-primary" t-attf-href="/my/accessibility/ramp?visit_id={{visit.id}}">Custom Ramp</a>
+                            <a class="btn btn-outline-primary" t-attf-href="/my/accessibility/bathroom?visit_id={{visit.id}}">Bathroom Mod</a>
+                            <a class="btn btn-outline-primary" t-attf-href="/my/accessibility/tub-cutout?visit_id={{visit.id}}">Tub Cutout</a>
+                        </div>
+                    </div>
+
+                    <!-- Client details (deferred) -->
+                    <div class="card border-0 shadow-sm mb-4">
+                        <div class="card-header bg-white"><strong>Client details</strong>
+                            <span class="text-muted small">— fill in after the therapist leaves</span></div>
+                        <div class="card-body">
+                            <form t-attf-action="/my/visit/{{visit.id}}/save" method="post">
+                                <input type="hidden" name="csrf_token" t-att-value="request.csrf_token()"/>
+                                <div class="row">
+                                    <div class="col-md-6 mb-3"><label class="form-label">Client Name</label>
+                                        <input type="text" name="client_name" class="form-control" t-att-value="visit.client_name"/></div>
+                                    <div class="col-md-6 mb-3"><label class="form-label">Phone</label>
+                                        <input type="text" name="client_phone" class="form-control" t-att-value="visit.client_phone"/></div>
+                                    <div class="col-md-6 mb-3"><label class="form-label">Email</label>
+                                        <input type="email" name="client_email" class="form-control" t-att-value="visit.client_email"/></div>
+                                    <div class="col-md-6 mb-3"><label class="form-label">Address</label>
+                                        <input type="text" name="client_address" class="form-control" t-att-value="visit.client_address"/></div>
+                                </div>
+                                <div class="mb-3" t-if="visit.has_mod_items">
+                                    <label class="form-label">Income under March of Dimes threshold?
+                                        <span class="text-muted small">(MOD covers up to $15k/person, lifetime)</span></label>
+                                    <select name="x_fc_income_under_mod_threshold" class="form-select">
+                                        <option value="unknown" t-att-selected="visit.x_fc_income_under_mod_threshold == 'unknown'">Unknown</option>
+                                        <option value="yes" t-att-selected="visit.x_fc_income_under_mod_threshold == 'yes'">Yes — under threshold (full $15k)</option>
+                                        <option value="no" t-att-selected="visit.x_fc_income_under_mod_threshold == 'no'">No — over threshold (may be denied/partial)</option>
+                                    </select>
+                                </div>
+                                <button type="submit" class="btn btn-secondary">Save client details</button>
+                            </form>
+                        </div>
+                    </div>
+
+                    <!-- Complete -->
+                    <form t-attf-action="/my/visit/{{visit.id}}/complete" method="post" t-if="visit.assessment_count">
+                        <input type="hidden" name="csrf_token" t-att-value="request.csrf_token()"/>
+                        <button type="submit" class="btn btn-primary btn-lg">Complete visit &amp; create sale orders &#8594;</button>
+                        <p class="text-muted small mt-2">Creates one sale order per funding workflow (ADP / March of Dimes / private / ...).</p>
+                    </form>
+                </t>
+            </div>
+        </t>
+    </template>
+</odoo>