# -*- coding: utf-8 -*- { 'name': 'Fusion Authorizer & Sales Portal', 'version': '19.0.2.5.0', 'category': 'Sales/Portal', 'summary': 'Portal for Authorizers (OTs) and Sales Reps with Assessment Forms', 'description': """ Fusion Authorizer & Sales Rep Portal ===================================== This module provides external portal access for: **Authorizers (Occupational Therapists)** - View assigned ADP cases - Upload documents (ADP applications, signed pages) - Add comments to cases - Complete assessments with clients - Capture digital signatures for ADP pages 11 & 12 **Sales Representatives** - View their sales cases - Start new client assessments - Record wheelchair specifications and measurements - Capture client signatures - Track assessment progress **Assessment System** - Client information collection - Wheelchair specifications (seat width, depth, height, etc.) - Accessibility and mobility needs documentation - Digital signature capture for ADP pages 11 & 12 - Automatic draft Sale Order creation - Document distribution to all parties - Automated email notifications **Features** - Real-time client search - Document version tracking - Mobile-friendly signature capture - Email notifications for status changes - Secure portal access with role-based permissions """, 'author': 'Fusion Claims', 'website': 'https://fusionclaims.com', 'license': 'LGPL-3', 'depends': [ 'base', 'sale', 'portal', 'website', 'mail', 'calendar', 'appointment', 'knowledge', 'fusion_claims', 'fusion_tasks', ], 'data': [ # Security 'security/portal_security.xml', 'security/ir.model.access.csv', # Data 'data/mail_template_data.xml', 'data/portal_menu_data.xml', 'data/ir_actions_server_data.xml', 'data/welcome_articles.xml', 'data/appointment_invite_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', # Portal Templates 'views/portal_templates.xml', 'views/portal_assessment_express.xml', 'views/portal_pdf_editor.xml', 'views/portal_accessibility_templates.xml', 'views/portal_accessibility_forms.xml', 'views/portal_technician_templates.xml', 'views/portal_book_assessment.xml', 'views/portal_schedule.xml', 'views/portal_page11_sign_templates.xml', ], 'assets': { 'web.assets_backend': [ 'fusion_authorizer_portal/static/src/xml/chatter_message_authorizer.xml', 'fusion_authorizer_portal/static/src/js/chatter_message_authorizer.js', ], 'web.assets_frontend': [ 'fusion_authorizer_portal/static/src/css/portal_style.css', 'fusion_authorizer_portal/static/src/css/technician_portal.css', 'fusion_authorizer_portal/static/src/js/portal_search.js', 'fusion_authorizer_portal/static/src/js/assessment_form.js', 'fusion_authorizer_portal/static/src/js/signature_pad.js', 'fusion_authorizer_portal/static/src/js/loaner_portal.js', 'fusion_authorizer_portal/static/src/js/pdf_field_editor.js', 'fusion_authorizer_portal/static/src/js/technician_push.js', 'fusion_authorizer_portal/static/src/js/technician_location.js', 'fusion_authorizer_portal/static/src/js/portal_schedule_booking.js', ], }, 'images': ['static/description/icon.png'], 'post_init_hook': '_reactivate_views', 'installable': True, 'application': False, 'auto_install': False, }