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>

docs/superpowers/plans/2026-06-02-accessibility-funding-selector.md

@@ -0,0 +1,43 @@
+# Accessibility Funding-Source Selector — Implementation Plan
+
+> **For agentic workers:** REQUIRED SUB-SKILL: superpowers:executing-plans (inline) — this is a 3-file change. Steps use `- [ ]` checkboxes.
+
+**Goal:** Let the rep mark an accessibility assessment's funding source (Private / March of Dimes / ODSP / WSIB / Hardship / Insurance / Other) on the web form, so the generated sale order routes to the correct funding pipeline instead of always defaulting to private pay.
+
+**Architecture:** The model (`fusion.accessibility.assessment.x_fc_funding_source`) and the SO routing (`_create_draft_sale_order` → `sale_type_map` → `x_fc_sale_type`) already exist (the "2026-04 portal audit fix"). The only gaps: (1) the form has no funding field, (2) the save controller never reads `funding_source` from the POST, (3) `hardship` is missing from the selectable funding sources. The submit JS already serialises every named form field via `FormData`, so no JS change is needed.
+
+**Tech Stack:** Odoo 19, QWeb portal template, JSON-RPC controller. Module `fusion_portal` (worktree `K:\Github\Odoo-Modules-wt-portal`, branch `feat/assessment-visit`).
+
+**Verification constraint:** `fusion_portal` depends on Enterprise `knowledge`, so it can NOT be installed on the local Community Docker. Syntax-check with host Python; functional verification is on westin (or a clone): pick "March of Dimes" on a form → the draft SO gets `x_fc_sale_type='march_of_dimes'` and lands in the MOD pipeline.
+
+---
+
+### Task 1: Add Hardship to the funding source + route it
+
+**Files:** Modify `fusion_portal/models/accessibility_assessment.py` (selection ~:71-87, `sale_type_map` ~:771-779)
+
+- [ ] **Step 1:** Add `('hardship', 'Hardship Funding')` to the `x_fc_funding_source` selection list (after `'wsib'`).
+- [ ] **Step 2:** Add `'hardship': 'hardship',` to `sale_type_map` in `_create_draft_sale_order` (the target `x_fc_sale_type='hardship'` already exists in `fusion_claims` `sale_order.py:332`).
+- [ ] **Step 3:** `python -m py_compile fusion_portal/models/accessibility_assessment.py` → no error.
+- [ ] **Step 4:** Commit.
+
+### Task 2: Add the funding select to the shared client-info form
+
+**Files:** Modify `fusion_portal/views/portal_accessibility_templates.xml` (`accessibility_client_info_section`, ~:366-375)
+
+- [ ] **Step 1:** Add a new row with a `<select name="funding_source">` (options mirror the model selection; `direct_private` pre-selected so existing private behaviour is unchanged) right after the phone/email row, before the card closes.
+- [ ] **Step 2:** Validate XML well-formedness (`[xml]` parse).
+- [ ] **Step 3:** Commit.
+
+### Task 3: Capture funding_source in the save controller
+
+**Files:** Modify `fusion_portal/controllers/portal_main.py` (`accessibility_assessment_save` vals, ~:2498-2511)
+
+- [ ] **Step 1:** Add `'x_fc_funding_source': post.get('funding_source') or 'direct_private',` to the `vals` dict.
+- [ ] **Step 2:** `python -m pyflakes fusion_portal/controllers/portal_main.py` → no new undefined-name errors.
+- [ ] **Step 3:** Commit.
+
+### Task 4: Verify + ship
+
+- [ ] **Step 1:** Grep confirms `funding_source` flows form → controller → `x_fc_funding_source` → `sale_type_map`.
+- [ ] **Step 2:** Deploy to westin (backup → scp the 3 files → `-u fusion_portal` → cache-bust → restart) and confirm: open `/my/accessibility/stairlift/straight`, pick "March of Dimes", complete → the new SO shows `x_fc_sale_type = march_of_dimes` and appears in the MOD pipeline.

fusion_portal/__manifest__.py

@@ -64,12 +64,14 @@ This module provides external portal access for:
         'data/portal_menu_data.xml',
         'data/ir_actions_server_data.xml',
         'data/welcome_articles.xml',
+        'data/visit_data.xml',
         # Views
         'views/res_partner_views.xml',
         'views/sale_order_views.xml',
         'views/assessment_views.xml',
         'views/loaner_checkout_views.xml',
         'views/pdf_template_views.xml',
+        'views/visit_views.xml',
         # Portal Templates
         'views/portal_templates.xml',
         'views/portal_assessment_express.xml',
@@ -79,6 +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_assessment.py

@@ -815,7 +815,15 @@ class AssessmentPortal(CustomerPortal):
             vals['wheelchair_type'] = kw.get('wheelchair_type')
         if kw.get('powerchair_type'):
             vals['powerchair_type'] = kw.get('powerchair_type')
-        
+        if kw.get('scooter_type'):
+            vals['scooter_type'] = kw.get('scooter_type')
+        if kw.get('scooter_max_range'):
+            vals['scooter_max_range'] = float(kw.get('scooter_max_range') or 0)
+        if kw.get('x_fc_power_home_accessible'):
+            vals['x_fc_power_home_accessible'] = kw.get('x_fc_power_home_accessible')
+        if kw.get('x_fc_power_home_access_notes'):
+            vals['x_fc_power_home_access_notes'] = kw.get('x_fc_power_home_access_notes')
+
         # Float measurements
         float_fields = [
             'rollator_handle_height', 'rollator_seat_height',

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"""
@@ -2493,7 +2543,14 @@ class AuthorizerPortal(CustomerPortal):
             assessment_type = post.get('assessment_type')
             if not assessment_type:
                 return {'success': False, 'error': 'Assessment type is required'}
-            
+
+            # Funding source drives the downstream sale-order workflow; coerce
+            # anything unexpected to private pay (mirrors /book-assessment).
+            _funding_keys = dict(Assessment._fields['x_fc_funding_source'].selection)
+            funding_source = post.get('funding_source') or 'direct_private'
+            if funding_source not in _funding_keys:
+                funding_source = 'direct_private'
+
             # Build assessment values
             vals = {
                 'assessment_type': assessment_type,
@@ -2507,6 +2564,7 @@ class AuthorizerPortal(CustomerPortal):
                 'client_address_postal': post.get('client_address_postal', '').strip(),
                 'client_phone': post.get('client_phone', '').strip(),
                 'client_email': post.get('client_email', '').strip(),
+                'x_fc_funding_source': funding_source,
                 'notes': post.get('notes', '').strip(),
             }
             
@@ -2539,6 +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}")
@@ -2564,8 +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 {
@@ -2578,12 +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.',
-                    'redirect_url': '/my/accessibility/list',
+                    'message': f'Assessment {assessment.reference} saved.',
+                    'redirect_url': redirect_url,
                 }
             
         except Exception as e:

fusion_portal/data/visit_data.xml

@@ -0,0 +1,13 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <data noupdate="1">
+        <!-- Reference sequence for assessment visits (VISIT/2026/0001) -->
+        <record id="seq_fusion_assessment_visit" model="ir.sequence">
+            <field name="name">Assessment Visit</field>
+            <field name="code">fusion.assessment.visit</field>
+            <field name="prefix">VISIT/%(year)s/</field>
+            <field name="padding">4</field>
+            <field name="company_id" eval="False"/>
+        </record>
+    </data>
+</odoo>

fusion_portal/models/__init__.py

@@ -7,5 +7,6 @@ from . import adp_document
 from . import assessment
 from . import accessibility_assessment
 from . import sale_order
+from . import visit
 from . import loaner_checkout
 from . import pdf_template

fusion_portal/models/accessibility_assessment.py

@@ -73,6 +73,7 @@ class FusionAccessibilityAssessment(models.Model):
             ('march_of_dimes', 'March of Dimes'),
             ('odsp', 'ODSP'),
             ('wsib', 'WSIB'),
+            ('hardship', 'Hardship Funding'),
             ('insurance', 'Private Insurance'),
             ('direct_private', 'Private Pay (Direct)'),
             ('other', 'Other'),
@@ -156,7 +157,14 @@ class FusionAccessibilityAssessment(models.Model):
         readonly=True,
         copy=False,
     )
-    
+    visit_id = fields.Many2one(
+        'fusion.assessment.visit',
+        string='Assessment Visit',
+        ondelete='set null',
+        index=True,
+        help='The home visit this accessibility assessment belongs to.',
+    )
+
     # Dates
     assessment_date = fields.Date(
         string='Assessment Date',
@@ -772,6 +780,7 @@ class FusionAccessibilityAssessment(models.Model):
             'march_of_dimes': 'march_of_dimes',
             'odsp': 'odsp',
             'wsib': 'wsib',
+            'hardship': 'hardship',
             'insurance': 'insurance',
             'direct_private': 'direct_private',
             'other': 'other',

fusion_portal/models/assessment.py

@@ -45,6 +45,7 @@ class FusionAssessment(models.Model):
         ('rollator', 'Rollator'),
         ('wheelchair', 'Wheelchair'),
         ('powerchair', 'Powerchair'),
+        ('scooter', 'Mobility Scooter'),
     ], string='Equipment Type', tracking=True, index=True)
     
     # Rollator Types
@@ -69,6 +70,31 @@ class FusionAssessment(models.Model):
         ('type_2', 'Adult Power Base Type 2'),
         ('type_3', 'Adult Power Base Type 3'),
     ], string='Powerchair Type')
+
+    # ===== MOBILITY SCOOTER (ADP) — 2026-06 Phase 2 =====
+    scooter_type = fields.Selection([
+        ('travel_3', '3-Wheel Travel/Portable'),
+        ('travel_4', '4-Wheel Travel/Portable'),
+        ('standard_3', '3-Wheel Standard'),
+        ('standard_4', '4-Wheel Standard'),
+        ('heavy_duty', 'Heavy-Duty / Bariatric'),
+    ], string='Scooter Type')
+    scooter_max_range = fields.Float(
+        string='Maximum Range Needed (km)', digits=(10, 1),
+        help='Maximum distance the client needs the scooter to travel on a charge.',
+    )
+
+    # ===== POWER-MOBILITY HOME ACCESSIBILITY (ADP hard rule) =====
+    # Applies to scooter + power wheelchair: ADP funds power mobility only if the
+    # device can enter and be used at the residence independently, without lifting.
+    x_fc_power_home_accessible = fields.Selection([
+        ('yes', 'Yes — usable inside and outside independently'),
+        ('no', 'No — home needs accessibility work'),
+    ], string='Home accessible for power-mobility device?',
+        help='ADP will not fund a scooter / power wheelchair if the home cannot '
+             'take it (device left outside or in the garage). If No, the home '
+             'needs an accessibility product (ramp / porch lift).')
+    x_fc_power_home_access_notes = fields.Text(string='Home Access Notes')
     
     # ===== EXPRESS FORM: ROLLATOR MEASUREMENTS =====
     rollator_handle_height = fields.Float(string='Handle Height (inches)', digits=(10, 2))
@@ -425,7 +451,15 @@ class FusionAssessment(models.Model):
         readonly=True,
         copy=False,
     )
-    
+    visit_id = fields.Many2one(
+        'fusion.assessment.visit',
+        string='Assessment Visit',
+        ondelete='set null',
+        index=True,
+        help='The home visit this ADP assessment belongs to (groups multiple '
+             'assessments / funding workflows from one visit).',
+    )
+
     # ===== COMPUTED FIELDS =====
     document_count = fields.Integer(
         string='Document Count',

fusion_portal/models/sale_order.py

@@ -53,6 +53,17 @@ class SaleOrder(models.Model):
              'sale order — stair lift, VPL, ceiling lift, ramp, bathroom mod, '
              'or tub cutout visits.',
     )
+
+    # Link to the assessment visit (one visit -> one SO per funding workflow).
+    visit_id = fields.Many2one(
+        'fusion.assessment.visit',
+        string='Assessment Visit',
+        readonly=True,
+        index=True,
+        help='The home visit this sale order was generated from. A visit '
+             'produces one sale order per funding workflow (ADP / MOD / ODSP / '
+             'private / ...).',
+    )
     
     # Authorizer helper field (consolidates multiple possible fields)
     portal_authorizer_id = fields.Many2one(

fusion_portal/models/visit.py

@@ -0,0 +1,280 @@
+# -*- coding: utf-8 -*-
+"""Assessment Visit — bundles the assessments done during one home visit.
+
+A sales rep + occupational therapist visit a client for 30-45 min and may do
+several assessments (an ADP wheelchair plus accessibility products like a stair
+lift, ramp, or tub cutout). The Visit is the hub that holds the client/context
+ONCE and, on completion, groups its assessments by FUNDING WORKFLOW
+(x_fc_sale_type) and creates ONE draft sale order per workflow — never one
+combined SO, and never a separate SO per item within the same funding.
+
+See docs/superpowers/specs/2026-06-02-assessment-visit-funding-design.md.
+"""
+import logging
+from markupsafe import Markup
+from odoo import api, fields, models, _
+from odoo.exceptions import UserError
+
+_logger = logging.getLogger(__name__)
+
+# Accessibility funding source -> sale.order x_fc_sale_type. Mirrors
+# fusion.accessibility.assessment._create_draft_sale_order so a grouped Visit
+# routes exactly the way a single accessibility assessment would.
+ACCESSIBILITY_SALE_TYPE_MAP = {
+    'march_of_dimes': 'march_of_dimes',
+    'odsp': 'odsp',
+    'wsib': 'wsib',
+    'hardship': 'hardship',
+    'insurance': 'insurance',
+    'direct_private': 'direct_private',
+    'other': 'other',
+}
+
+
+class FusionAssessmentVisit(models.Model):
+    _name = 'fusion.assessment.visit'
+    _description = 'Assessment Visit'
+    _inherit = ['mail.thread', 'mail.activity.mixin']
+    _order = 'visit_date desc, id desc'
+
+    name = fields.Char(
+        string='Visit Reference', required=True, readonly=True,
+        copy=False, default=lambda self: _('New'),
+    )
+    state = fields.Selection(
+        selection=[
+            ('measuring', 'Measuring'),
+            ('client_pending', 'Client Details Pending'),
+            ('done', 'Completed'),
+            ('cancelled', 'Cancelled'),
+        ],
+        default='measuring', tracking=True, copy=False,
+    )
+
+    # --- Shared client + context (entered once for the whole visit) ---------
+    partner_id = fields.Many2one('res.partner', string='Client', tracking=True)
+    client_name = fields.Char(string='Client Name', tracking=True)
+    client_phone = fields.Char(string='Phone')
+    client_email = fields.Char(string='Email')
+    client_address = fields.Char(string='Address')
+    visit_date = fields.Date(
+        string='Visit Date', default=fields.Date.context_today, tracking=True,
+    )
+    sales_rep_id = fields.Many2one(
+        'res.users', string='Sales Rep',
+        default=lambda self: self.env.user, tracking=True,
+    )
+    authorizer_id = fields.Many2one(
+        'res.partner', string='Occupational Therapist', tracking=True,
+    )
+
+    # --- March of Dimes funding context (informational; spec §4.1) ----------
+    # MOD covers up to $15,000 per person (lifetime), income-gated.
+    x_fc_income_under_mod_threshold = fields.Selection(
+        selection=[
+            ('yes', 'Yes — under threshold (full $15k available)'),
+            ('no', 'No — over threshold (may be denied / partial)'),
+            ('unknown', 'Unknown'),
+        ],
+        string='Income under MOD threshold?', default='unknown',
+        help='March of Dimes funds up to $15,000 per person (lifetime) when the '
+             "client's income is under that year's threshold; over it, MOD may "
+             'deny or partially approve. Reminder only — no automatic cap '
+             'enforcement in this version.',
+    )
+
+    # --- Assessments performed during this visit ----------------------------
+    adp_assessment_ids = fields.One2many(
+        'fusion.assessment', 'visit_id', string='ADP Assessments',
+    )
+    accessibility_assessment_ids = fields.One2many(
+        'fusion.accessibility.assessment', 'visit_id',
+        string='Accessibility Assessments',
+    )
+
+    # --- Sale orders produced — one per funding workflow --------------------
+    sale_order_ids = fields.One2many(
+        'sale.order', 'visit_id', string='Sale Orders',
+    )
+
+    assessment_count = fields.Integer(compute='_compute_counts')
+    sale_order_count = fields.Integer(compute='_compute_counts')
+    has_mod_items = fields.Boolean(compute='_compute_has_mod_items')
+
+    @api.depends('adp_assessment_ids', 'accessibility_assessment_ids', 'sale_order_ids')
+    def _compute_counts(self):
+        for visit in self:
+            visit.assessment_count = (
+                len(visit.adp_assessment_ids)
+                + len(visit.accessibility_assessment_ids)
+            )
+            visit.sale_order_count = len(visit.sale_order_ids)
+
+    @api.depends('accessibility_assessment_ids.x_fc_funding_source')
+    def _compute_has_mod_items(self):
+        for visit in self:
+            visit.has_mod_items = any(
+                a.x_fc_funding_source == 'march_of_dimes'
+                for a in visit.accessibility_assessment_ids
+            )
+
+    @api.model_create_multi
+    def create(self, vals_list):
+        for vals in vals_list:
+            if not vals.get('name') or vals['name'] == _('New'):
+                seq = self.env['ir.sequence'].next_by_code('fusion.assessment.visit')
+                vals['name'] = seq or _('New')
+        return super().create(vals_list)
+
+    # ------------------------------------------------------------------
+    # Completion — group assessments by funding workflow → one SO each
+    # ------------------------------------------------------------------
+    def _ensure_partner(self):
+        """Resolve the client partner for the visit, reusing an assessment's
+        partner/_ensure_partner when one is already set."""
+        self.ensure_one()
+        if self.partner_id:
+            return self.partner_id
+        # Borrow a child assessment's partner resolution if available.
+        for assessment in self.accessibility_assessment_ids:
+            if assessment.partner_id:
+                return assessment.partner_id
+            if hasattr(assessment, '_ensure_partner'):
+                return assessment._ensure_partner()
+        for assessment in self.adp_assessment_ids:
+            if assessment.partner_id:
+                return assessment.partner_id
+        if self.client_name:
+            return self.env['res.partner'].sudo().create({
+                'name': self.client_name,
+                'phone': self.client_phone or False,
+                'email': self.client_email or False,
+            })
+        raise UserError(_('Set a client (or client name) on the visit first.'))
+
+    def _create_grouped_sale_order(self, partner, sale_type, accessibility_assessments):
+        """Create ONE draft sale order for a set of same-funding accessibility
+        assessments, link them all to it, and post each one's spec to chatter.
+        Mirrors fusion.accessibility.assessment._create_draft_sale_order but for
+        a group sharing one funding workflow."""
+        self.ensure_one()
+        SaleOrder = self.env['sale.order'].sudo()
+
+        so_vals = {
+            'partner_id': partner.id,
+            'user_id': self.sales_rep_id.id if self.sales_rep_id else self.env.user.id,
+            'state': 'draft',
+            'origin': _('Visit %s (%s)') % (self.name, sale_type),
+            'x_fc_sale_type': sale_type,
+            'visit_id': self.id,
+        }
+        if self.authorizer_id:
+            so_vals['x_fc_authorizer_id'] = self.authorizer_id.id
+        # MOD: pre-fill the accessibility specialist from the sales rep.
+        if sale_type == 'march_of_dimes' and self.sales_rep_id and self.sales_rep_id.partner_id:
+            so_vals['x_fc_mod_accessibility_specialist_id'] = self.sales_rep_id.partner_id.id
+
+        sale_order = SaleOrder.create(so_vals)
+        for assessment in accessibility_assessments:
+            assessment.sale_order_id = sale_order.id
+            assessment._add_assessment_tag(sale_order)
+            sale_order.message_post(
+                body=Markup(assessment._format_assessment_html_table()),
+                message_type='comment',
+                subtype_xmlid='mail.mt_note',
+            )
+            assessment.write({'state': 'completed'})
+        _logger.info(
+            "Visit %s created %s sale order %s grouping %d accessibility assessment(s)",
+            self.name, sale_type, sale_order.name, len(accessibility_assessments),
+        )
+        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
+        existing one-assessment-one-SO completion for now (ADP multi-device
+        grouping arrives in Phase 2)."""
+        self.ensure_one()
+        if self.state == 'done':
+            raise UserError(_('This visit is already completed.'))
+        if not (self.accessibility_assessment_ids or self.adp_assessment_ids):
+            raise UserError(_('Add at least one assessment before completing the visit.'))
+
+        partner = self._ensure_partner()
+
+        # Group accessibility assessments by their funding -> sale type.
+        by_sale_type = {}
+        for assessment in self.accessibility_assessment_ids:
+            if assessment.sale_order_id:
+                continue  # already has an SO; don't duplicate
+            sale_type = ACCESSIBILITY_SALE_TYPE_MAP.get(
+                assessment.x_fc_funding_source, 'direct_private')
+            by_sale_type.setdefault(sale_type, []).append(assessment)
+
+        for sale_type, group in by_sale_type.items():
+            self._create_grouped_sale_order(partner, sale_type, group)
+
+        # ADP equipment assessments: one ADP order per funding type, with the
+        # 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
+            adp_by_type.setdefault(self._assessment_sale_type(assessment), []).append(assessment)
+        labels = dict(self.env['fusion.assessment']._fields['equipment_type'].selection)
+        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()
+
+    def _action_view_sale_orders(self):
+        self.ensure_one()
+        return {
+            'type': 'ir.actions.act_window',
+            'name': _('Visit Sale Orders'),
+            'res_model': 'sale.order',
+            'view_mode': 'list,form',
+            'domain': [('visit_id', '=', self.id)],
+            'context': {'create': False},
+        }

fusion_portal/security/ir.model.access.csv

@@ -7,6 +7,8 @@ access_fusion_assessment_user,fusion.assessment.user,model_fusion_assessment,bas
 access_fusion_assessment_portal,fusion.assessment.portal,model_fusion_assessment,base.group_portal,1,1,1,0
 access_fusion_accessibility_assessment_user,fusion.accessibility.assessment.user,model_fusion_accessibility_assessment,base.group_user,1,1,1,1
 access_fusion_accessibility_assessment_portal,fusion.accessibility.assessment.portal,model_fusion_accessibility_assessment,base.group_portal,1,1,1,0
+access_fusion_assessment_visit_user,fusion.assessment.visit.user,model_fusion_assessment_visit,base.group_user,1,1,1,1
+access_fusion_assessment_visit_portal,fusion.assessment.visit.portal,model_fusion_assessment_visit,base.group_portal,1,1,1,0
 access_fusion_pdf_template_user,fusion.pdf.template.user,model_fusion_pdf_template,base.group_user,1,1,1,1
 access_fusion_pdf_template_preview_user,fusion.pdf.template.preview.user,model_fusion_pdf_template_preview,base.group_user,1,1,1,1
 access_fusion_pdf_template_field_user,fusion.pdf.template.field.user,model_fusion_pdf_template_field,base.group_user,1,1,1,1

fusion_portal/views/portal_accessibility_templates.xml

@@ -373,6 +373,22 @@
                         <input type="email" name="client_email" class="form-control" placeholder="email@example.com"/>
                     </div>
                 </div>
+                <div class="row">
+                    <div class="col-md-6 mb-3">
+                        <label class="form-label">Funding Source <span class="text-danger">*</span></label>
+                        <select name="funding_source" class="form-select" required="required">
+                            <option value="direct_private" selected="selected">Private Pay (Direct)</option>
+                            <option value="march_of_dimes">March of Dimes</option>
+                            <option value="odsp">ODSP</option>
+                            <option value="wsib">WSIB</option>
+                            <option value="hardship">Hardship Funding</option>
+                            <option value="insurance">Private Insurance</option>
+                            <option value="other">Other</option>
+                        </select>
+                        <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>
@@ -632,6 +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_assessment_express.xml

@@ -98,6 +98,7 @@
                                     <option value="rollator" t-att-selected="assessment.equipment_type == 'rollator' if assessment else False">Rollator</option>
                                     <option value="wheelchair" t-att-selected="assessment.equipment_type == 'wheelchair' if assessment else False">Wheelchair</option>
                                     <option value="powerchair" t-att-selected="assessment.equipment_type == 'powerchair' if assessment else False">Powerchair</option>
+                                    <option value="scooter" t-att-selected="assessment.equipment_type == 'scooter' if assessment else False">Mobility Scooter</option>
                                 </select>
                             </div>
                             
@@ -688,8 +689,62 @@
                                     <label class="form-label fw-bold">Additional Information/Customization</label>
                                     <textarea name="additional_customization" class="form-control powerchair-field" rows="4" placeholder="Enter any additional requirements or customization notes..."><t t-esc="assessment.additional_customization if assessment else ''"/></textarea>
                                 </div>
+
+                                <!-- Power-mobility home-accessibility — ADP hard rule -->
+                                <div class="mb-4 p-3 border rounded bg-light">
+                                    <label class="form-label fw-bold">Home accessible for the device — inside &amp; outside?</label>
+                                    <select name="x_fc_power_home_accessible" class="form-control">
+                                        <option value="">-- Select --</option>
+                                        <option value="yes" t-att-selected="assessment.x_fc_power_home_accessible == 'yes' if assessment else False">Yes — usable inside and outside independently</option>
+                                        <option value="no" t-att-selected="assessment.x_fc_power_home_accessible == 'no' if assessment else False">No — home needs accessibility work</option>
+                                    </select>
+                                    <div class="alert alert-warning mt-2 mb-0">
+                                        <i class="fa fa-exclamation-triangle"/> ADP funds power mobility only if the device can enter and be used at the residence <strong>independently, without lifting</strong> (not left outside / in the garage). If <strong>No</strong>, add an accessibility assessment (ramp / porch lift) for the home.
+                                    </div>
+                                    <textarea name="x_fc_power_home_access_notes" class="form-control mt-2" rows="2" placeholder="Access notes (entry steps, garage, thresholds, turning space...)"><t t-esc="assessment.x_fc_power_home_access_notes if assessment else ''"/></textarea>
+                                </div>
                             </div>
-                            
+
+                            <!-- ===== MOBILITY SCOOTER ===== -->
+                            <div id="scooter_form" class="equipment-form" style="display: none;">
+                                <h2 class="text-center fw-bold text-uppercase mb-4">Mobility Scooter Assessment</h2>
+                                <div class="mb-4">
+                                    <label class="form-label fw-bold">Scooter Type</label>
+                                    <select name="scooter_type" class="form-select">
+                                        <option value="">-- Select Type --</option>
+                                        <option value="travel_3" t-att-selected="assessment.scooter_type == 'travel_3' if assessment else False">3-Wheel Travel/Portable</option>
+                                        <option value="travel_4" t-att-selected="assessment.scooter_type == 'travel_4' if assessment else False">4-Wheel Travel/Portable</option>
+                                        <option value="standard_3" t-att-selected="assessment.scooter_type == 'standard_3' if assessment else False">3-Wheel Standard</option>
+                                        <option value="standard_4" t-att-selected="assessment.scooter_type == 'standard_4' if assessment else False">4-Wheel Standard</option>
+                                        <option value="heavy_duty" t-att-selected="assessment.scooter_type == 'heavy_duty' if assessment else False">Heavy-Duty / Bariatric</option>
+                                    </select>
+                                </div>
+                                <div class="row mb-3">
+                                    <div class="col-12 col-md-6 mb-3">
+                                        <label class="form-label fw-bold">Maximum Range Needed (km)</label>
+                                        <div class="input-group">
+                                            <input type="number" step="1" name="scooter_max_range" class="form-control"
+                                                   t-att-value="assessment.scooter_max_range if assessment else ''"/>
+                                            <span class="input-group-text">km</span>
+                                        </div>
+                                    </div>
+                                </div>
+
+                                <!-- Power-mobility home-accessibility — ADP hard rule -->
+                                <div class="mb-4 p-3 border rounded bg-light">
+                                    <label class="form-label fw-bold">Home accessible for the device — inside &amp; outside?</label>
+                                    <select name="x_fc_power_home_accessible" class="form-control">
+                                        <option value="">-- Select --</option>
+                                        <option value="yes" t-att-selected="assessment.x_fc_power_home_accessible == 'yes' if assessment else False">Yes — usable inside and outside independently</option>
+                                        <option value="no" t-att-selected="assessment.x_fc_power_home_accessible == 'no' if assessment else False">No — home needs accessibility work</option>
+                                    </select>
+                                    <div class="alert alert-warning mt-2 mb-0">
+                                        <i class="fa fa-exclamation-triangle"/> ADP funds power mobility only if the device can enter and be used at the residence <strong>independently, without lifting</strong> (not left outside / in the garage). If <strong>No</strong>, add an accessibility assessment (ramp / porch lift) for the home.
+                                    </div>
+                                    <textarea name="x_fc_power_home_access_notes" class="form-control mt-2" rows="2" placeholder="Access notes (entry steps, garage, thresholds, turning space...)"><t t-esc="assessment.x_fc_power_home_access_notes if assessment else ''"/></textarea>
+                                </div>
+                            </div>
+
                         </div>
                     </div>
                     
@@ -1278,6 +1333,7 @@
                     var rollatorForm = document.getElementById('rollator_form');
                     var wheelchairForm = document.getElementById('wheelchair_form');
                     var powerchairForm = document.getElementById('powerchair_form');
+                    var scooterForm = document.getElementById('scooter_form');
                     var wheelchairTypeSelect = document.querySelector('select[name="wheelchair_type"]');
                     var reasonSelect = document.getElementById('reason_for_application');
                     var previousFundingContainer = document.getElementById('previous_funding_date_container');
@@ -1339,13 +1395,16 @@
                         disableFormInputs(rollatorForm);
                         disableFormInputs(wheelchairForm);
                         disableFormInputs(powerchairForm);
-                        
+                        disableFormInputs(scooterForm);
+
                         if (value === 'rollator') {
                             enableFormInputs(rollatorForm);
                         } else if (value === 'wheelchair') {
                             enableFormInputs(wheelchairForm);
                         } else if (value === 'powerchair') {
                             enableFormInputs(powerchairForm);
+                        } else if (value === 'scooter') {
+                            enableFormInputs(scooterForm);
                         }
                     }
                     

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>

fusion_portal/views/visit_views.xml

@@ -0,0 +1,108 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <!-- Form -->
+    <record id="view_fusion_assessment_visit_form" model="ir.ui.view">
+        <field name="name">fusion.assessment.visit.form</field>
+        <field name="model">fusion.assessment.visit</field>
+        <field name="arch" type="xml">
+            <form>
+                <header>
+                    <button name="action_complete_visit" type="object"
+                            string="Complete Visit &amp; Create Sale Orders"
+                            class="btn-primary" invisible="state == 'done'"/>
+                    <field name="state" widget="statusbar"
+                           statusbar_visible="measuring,client_pending,done"/>
+                </header>
+                <sheet>
+                    <div class="oe_title">
+                        <h1><field name="name" readonly="1"/></h1>
+                    </div>
+                    <group>
+                        <group string="Client">
+                            <field name="partner_id"/>
+                            <field name="client_name"/>
+                            <field name="client_phone"/>
+                            <field name="client_email"/>
+                        </group>
+                        <group string="Visit">
+                            <field name="visit_date"/>
+                            <field name="sales_rep_id"/>
+                            <field name="authorizer_id"/>
+                            <field name="has_mod_items" invisible="1"/>
+                            <field name="x_fc_income_under_mod_threshold"
+                                   invisible="not has_mod_items"/>
+                        </group>
+                    </group>
+                    <div class="alert alert-info" role="alert" invisible="not has_mod_items">
+                        <strong>March of Dimes:</strong> covers up to $15,000 per person
+                        (lifetime), income-gated. Confirm the client's income status above.
+                    </div>
+                    <notebook>
+                        <page string="Accessibility Assessments">
+                            <field name="accessibility_assessment_ids" readonly="1">
+                                <list>
+                                    <field name="reference"/>
+                                    <field name="assessment_type"/>
+                                    <field name="x_fc_funding_source"/>
+                                    <field name="state"/>
+                                    <field name="sale_order_id"/>
+                                </list>
+                            </field>
+                        </page>
+                        <page string="ADP Assessments">
+                            <field name="adp_assessment_ids" readonly="1">
+                                <list>
+                                    <field name="equipment_type"/>
+                                    <field name="state"/>
+                                    <field name="sale_order_id"/>
+                                </list>
+                            </field>
+                        </page>
+                        <page string="Sale Orders">
+                            <field name="sale_order_ids" readonly="1">
+                                <list>
+                                    <field name="name"/>
+                                    <field name="x_fc_sale_type"/>
+                                    <field name="state"/>
+                                    <field name="amount_total"/>
+                                </list>
+                            </field>
+                        </page>
+                    </notebook>
+                </sheet>
+                <chatter/>
+            </form>
+        </field>
+    </record>
+
+    <!-- List -->
+    <record id="view_fusion_assessment_visit_list" model="ir.ui.view">
+        <field name="name">fusion.assessment.visit.list</field>
+        <field name="model">fusion.assessment.visit</field>
+        <field name="arch" type="xml">
+            <list>
+                <field name="name"/>
+                <field name="visit_date"/>
+                <field name="partner_id"/>
+                <field name="client_name"/>
+                <field name="sales_rep_id"/>
+                <field name="assessment_count"/>
+                <field name="sale_order_count"/>
+                <field name="state"/>
+            </list>
+        </field>
+    </record>
+
+    <!-- Action + menu -->
+    <record id="action_fusion_assessment_visit" model="ir.actions.act_window">
+        <field name="name">Assessment Visits</field>
+        <field name="res_model">fusion.assessment.visit</field>
+        <field name="view_mode">list,form</field>
+    </record>
+
+    <menuitem id="menu_fusion_assessment_visit"
+              name="Assessment Visits"
+              parent="sale.sale_menu_root"
+              action="action_fusion_assessment_visit"
+              sequence="50"/>
+</odoo>