Odoo-Modules/fusion_claims/wizard/mod_submission_confirmed_wizard.py

# -*- coding: utf-8 -*-
# Copyright 2024-2026 Nexa Systems Inc.
# License OPL-1 (Odoo Proprietary License v1.0)
"""
MOD Submission Confirmed Wizard — office confirms that a client or authorizer
has submitted the application to MOD, captures the actual submission date,
and advances the order from handoff_to_client to awaiting_funding.
"""
from odoo import models, fields, api, _
from odoo.exceptions import UserError
from markupsafe import Markup


class ModSubmissionConfirmedWizard(models.TransientModel):
    _name = 'fusion_claims.mod.submission.confirmed.wizard'
    _description = 'MOD - Confirm Application Submitted'

    sale_order_id = fields.Many2one('sale.order', required=True, readonly=True)
    submitted_by_label = fields.Char(string='Submitted By', readonly=True)
    application_submitted_date = fields.Date(
        string='Actual Submission Date',
        required=True,
        default=fields.Date.context_today,
        help='Date the client or authorizer told us they actually submitted '
             'the application to March of Dimes.',
    )
    confirmation_source = fields.Selection(
        selection=[
            ('phone_call', 'Phone call with client'),
            ('email', 'Email from client'),
            ('client_portal', 'Client used our portal'),
            ('authorizer', 'Confirmed by authorizer (OT)'),
            ('other', 'Other'),
        ],
        string='How was this confirmed?',
        required=True,
        default='phone_call',
    )
    confirmation_notes = fields.Text(
        string='Notes from confirmation',
        help='What did the client say? Confirmation number from MOD if given?',
    )

    @api.model
    def default_get(self, fields_list):
        res = super().default_get(fields_list)
        if self.env.context.get('active_id'):
            order = self.env['sale.order'].browse(self.env.context['active_id'])
            res['sale_order_id'] = order.id
            path_labels = {
                'internal': 'We (internal)',
                'client': 'Client',
                'authorizer': 'Authorizer (OT)',
            }
            res['submitted_by_label'] = path_labels.get(
                order.x_fc_mod_submitted_by, 'Unknown')
        return res

    def action_confirm(self):
        self.ensure_one()
        order = self.sale_order_id
        if order.x_fc_mod_status != 'handoff_to_client':
            raise UserError(
                _("This wizard is only for orders that have been handed off "
                  "to the client or authorizer for submission. Current status: %s")
                % order.x_fc_mod_status
            )

        order.write({
            'x_fc_mod_status': 'awaiting_funding',
            'x_fc_mod_application_submitted_date': self.application_submitted_date,
        })

        source_labels = dict(self._fields['confirmation_source'].selection)
        body = (
            f'<div class="alert alert-success" role="alert">'
            f'<strong><i class="fa fa-check-circle"></i> Application Submission Confirmed</strong>'
            f'<ul>'
            f'<li><strong>Submitted By:</strong> {self.submitted_by_label}</li>'
            f'<li><strong>Submission Date:</strong> {self.application_submitted_date.strftime("%B %d, %Y")}</li>'
            f'<li><strong>Confirmed Via:</strong> {source_labels[self.confirmation_source]}</li>'
            f'</ul>'
        )
        if self.confirmation_notes:
            body += f'<p class="mb-0"><strong>Notes:</strong> {self.confirmation_notes}</p>'
        body += '</div>'
        order.message_post(
            body=Markup(body),
            message_type='notification',
            subtype_xmlid='mail.mt_note',
        )
        return {'type': 'ir.actions.act_window_close'}