d07159b9b5
Audit found that fusion.accessibility.assessment._create_draft_sale_order hardcoded x_fc_sale_type='direct_private' for ALL accessibility cases — meaning MOD, ODSP, WSIB, and insurance projects never entered their respective downstream workflows. The MOD workflow rework I shipped in fusion_claims 19.0.8.0.3 was effectively unreachable from the portal. Also: x_fc_authorizer_id never propagated from the assessment to the SO, the new x_fc_mod_accessibility_specialist_id was orphaned, and there was no back-reference from sale.order to the accessibility assessment. Fixes: - New required field x_fc_funding_source on fusion.accessibility.assessment (march_of_dimes / odsp / wsib / insurance / direct_private / other) - _create_draft_sale_order now maps funding_source -> x_fc_sale_type, copies authorizer_id -> x_fc_authorizer_id, sets accessibility_assessment_id back-ref, and for MOD cases pre-populates x_fc_mod_accessibility_specialist_id from sales_rep_id.partner_id - New accessibility_assessment_id field on sale.order so the back-link is queryable both directions (previously only assessment->SO existed) - action_complete now guards against double-completion and missing funding_source: raises UserError instead of silently creating duplicates - Expanded fusion.accessibility.assessment.state from 3 to 6 values (draft/scheduled/in_progress/pending_review/completed/cancelled), added copy=False, added _expand_states group_expand for kanban - Booking form at /book-assessment now collects funding_source (required dropdown) so the path is known before the visit happens - portal_assessment.py book_assessment_submit accepts funding_source with whitelist validation (defaults to direct_private if missing) Deployed to odoo-westin (westin-v19) and odoo-mobility (mobility), both verified at v19.0.2.8.0 with the new columns present.
107 lines
3.6 KiB
Python
107 lines
3.6 KiB
Python
# -*- coding: utf-8 -*-
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{
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'name': 'Fusion Authorizer & Sales Portal',
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'version': '19.0.2.8.0',
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'category': 'Sales/Portal',
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'summary': 'Portal for Authorizers (OTs) and Sales Reps with Assessment Forms',
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'description': """
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Fusion Authorizer & Sales Rep Portal
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=====================================
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This module provides external portal access for:
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**Authorizers (Occupational Therapists)**
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- View assigned ADP cases
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- Upload documents (ADP applications, signed pages)
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- Add comments to cases
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- Complete assessments with clients
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- Capture digital signatures for ADP pages 11 & 12
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**Sales Representatives**
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- View their sales cases
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- Start new client assessments
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- Record wheelchair specifications and measurements
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- Capture client signatures
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- Track assessment progress
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**Assessment System**
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- Client information collection
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- Wheelchair specifications (seat width, depth, height, etc.)
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- Accessibility and mobility needs documentation
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- Digital signature capture for ADP pages 11 & 12
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- Automatic draft Sale Order creation
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- Document distribution to all parties
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- Automated email notifications
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**Features**
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- Real-time client search
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- Document version tracking
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- Mobile-friendly signature capture
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- Email notifications for status changes
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- Secure portal access with role-based permissions
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""",
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'author': 'Fusion Claims',
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'website': 'https://fusionclaims.com',
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'license': 'LGPL-3',
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'depends': [
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'base',
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'sale',
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'portal',
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'website',
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'mail',
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'calendar',
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'knowledge',
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'fusion_claims',
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'fusion_tasks',
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'fusion_loaners_management',
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],
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'data': [
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# Security
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'security/portal_security.xml',
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'security/ir.model.access.csv',
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# Data
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'data/mail_template_data.xml',
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'data/portal_menu_data.xml',
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'data/ir_actions_server_data.xml',
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'data/welcome_articles.xml',
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# Views
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'views/res_partner_views.xml',
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'views/sale_order_views.xml',
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'views/assessment_views.xml',
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'views/loaner_checkout_views.xml',
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'views/pdf_template_views.xml',
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# Portal Templates
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'views/portal_templates.xml',
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'views/portal_assessment_express.xml',
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'views/portal_pdf_editor.xml',
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'views/portal_accessibility_templates.xml',
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'views/portal_accessibility_forms.xml',
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'views/portal_technician_templates.xml',
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'views/portal_book_assessment.xml',
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'views/portal_page11_sign_templates.xml',
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],
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'assets': {
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'web.assets_backend': [
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'fusion_authorizer_portal/static/src/xml/chatter_message_authorizer.xml',
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'fusion_authorizer_portal/static/src/js/chatter_message_authorizer.js',
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],
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'web.assets_frontend': [
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'fusion_authorizer_portal/static/src/css/portal_style.css',
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'fusion_authorizer_portal/static/src/css/technician_portal.css',
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'fusion_authorizer_portal/static/src/js/portal_search.js',
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'fusion_authorizer_portal/static/src/js/assessment_form.js',
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'fusion_authorizer_portal/static/src/js/signature_pad.js',
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'fusion_authorizer_portal/static/src/js/pdf_field_editor.js',
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'fusion_authorizer_portal/static/src/js/technician_push.js',
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'fusion_authorizer_portal/static/src/js/technician_location.js',
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'fusion_authorizer_portal/static/src/js/timezone_detect.js',
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],
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},
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'images': ['static/description/icon.png'],
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'post_init_hook': '_reactivate_views',
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'installable': True,
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'application': False,
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'auto_install': False,
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}
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