Odoo-Modules/fusion_claims

Fusion Central

Complete ADP Billing Solution for Odoo 19

Part of the Fusion Claim Assistant product family by Nexa Systems Inc.

Overview

Fusion Central is a comprehensive solution for managing ADP (Assistive Devices Program) billing in Odoo. It provides automatic calculation of ADP and client portions, professional PDF reports, and seamless integration with your existing workflow.

Features

Automatic Portion Calculations

• Per-line calculations on sale orders and invoices
• Client type based rules:
  • REG: 75% ADP / 25% Client
  • ODS, OWP, ACS, LTC, SEN, CCA: 100% ADP / 0% Client
• Automatic recalculation on quantity or price changes
• Totals displayed on document headers

Professional PDF Reports

• Portrait and Landscape orientations available
• Quotation, Sale Order, and Invoice reports
• Uses Odoo's default company header/footer via web.external_layout
• Includes:
  • Company logo and address (from company settings)
  • Billing and delivery address boxes with borders
  • ADP device codes from products (x_adp_code)
  • Per-line ADP and client portions with color coding
  • Serial number column
  • Authorizer and sales rep information
  • Payment terms
  • Signature section (if signed)

Report Templates

Report	Template ID	Model	Description
Quotation/Order (Portrait)	fusion_claims.report_saleorder_portrait	sale.order	Standard portrait layout
Quotation/Order (Landscape - ADP)	fusion_claims.report_saleorder_landscape	sale.order	Landscape with full ADP columns
Invoice (Portrait)	fusion_claims.report_invoice_portrait	account.move	Standard portrait layout
Invoice (Landscape)	fusion_claims.report_invoice_landscape	account.move	Landscape with full ADP columns

Report Styling

All reports follow a consistent style:

• Font: Arial, 10-12pt depending on section
• Headers: Blue background (#0066a1) with white text
• ADP Portion Column: Blue header (#1976d2), light blue rows (#e3f2fd)
• Client Portion Column: Orange header (#e65100), light orange rows (#fff3e0)
• Bordered Tables: All tables have 1px solid black borders
• Totals: Right-aligned with proper borders

Configurable Settings

• Field mappings for existing Odoo Studio fields
• One-click field creation for new installations
• HTML editors for payment terms and refund policy
• Store address configuration
• Field mapping configuration

ADP Claim Export

• Export invoices to comma-separated TXT format
• Compatible with ADP submission systems
• Automatic file naming with submission numbers
• Optional Documents app integration

Installation

1. Copy the fusion_claims folder to your Odoo addons directory
2. Update the apps list in Odoo
3. Install "Fusion Central" from the Apps menu

Configuration

Quick Setup (Settings → Sales → Fusion Central)

1. Create Fields:

   • Click "Create Sale Order Fields"
   • Click "Create Invoice Fields"
   • Click "Create Product Fields"

2. Or Detect Existing Fields:

   • Click "Detect Existing Fields" if you have existing custom fields

3. Configure Company Info:

   • Store Address Line 1 & 2
   • Company Tagline
   • E-Transfer Email
   • Cheque Payable To

4. Add Payment Terms:

   • Use the HTML editor to format your payment terms

5. Add Refund Policy:

   • Enable "Include Refund Policy Page"
   • Paste your refund policy HTML

Field Mappings

The module uses the following fields:

Sale Order Fields

Field	Technical Name	Description
Sale Type	x_fc_sale_type	ADP, ADP/ODSP, REG, etc.
Client Type	x_fc_client_type	REG, ODS, OWP, ACS, LTC, SEN, CCA
Authorizer	x_fc_authorizer_id	Many2one to res.partner
Claim Number	x_fc_claim_number	ADP claim reference
Delivery Date	x_fc_adp_delivery_date	Device delivery date
Client Ref 1	x_fc_client_ref_1	Client reference 1
Client Ref 2	x_fc_client_ref_2	Client reference 2
Service Start	x_fc_service_start_date	Service start date
Service End	x_fc_service_end_date	Service end date

Sale Order Line Fields

Field	Technical Name	Description
Serial Number	x_fc_serial_number	Device serial number
ADP Portion	x_fc_adp_portion	Calculated ADP amount
Client Portion	x_fc_client_portion	Calculated client amount
Device Placement	x_fc_device_placement	L/R/N/A placement

Invoice Fields

Field	Technical Name	Description
Invoice Type	x_fc_invoice_type	ADP, ADP Client Portion, ODSP, WSIB, etc.
Claim Number	x_fc_claim_number	ADP claim reference
Authorizer	x_fc_authorizer_id	Many2one to res.partner
Delivery Date	x_fc_adp_delivery_date	Device delivery date

Product Fields

Field	Technical Name	Description
ADP Code	x_adp_code	ADP device code for billing

Usage

Sale Orders

1. Create a sale order
2. Set Sale Type to "ADP" or "ADP/ODSP"
3. Set Client Type (REG, ODS, etc.)
4. Add products - ADP and Client portions calculate automatically
5. Print using Portrait or Landscape report

Invoices

1. Create invoice (or generate from sale order)
2. Set Invoice Type to "ADP" or "ADP/ODSP"
3. Portions display automatically
4. Use "Export ADP" button to generate claim file
5. Print using Portrait or Landscape report

Odoo 19 Compatibility Notes

This module has been updated for Odoo 19 with the following changes:

1. QWeb Templates:

   • Removed hasattr calls (not supported in Odoo 19 QWeb)
   • Changed product_uom to product_uom_id
   • Changed tax_id to tax_ids
   • Use t-else="" instead of checking for display_type == False

2. Report Templates:

   • Use only web.external_layout for headers/footers
   • Removed duplicate header/footer template calls
   • Added explicit CSS borders (Bootstrap border classes don't render in PDF)

3. Field Names:

   • All fields use the x_fc_* naming convention

Requirements

• Odoo 19.0
• Dependencies: base, sale, sale_management, account

Changelog

Version 19.0.1.0.0 (December 2025)

• Updated for Odoo 19 compatibility
• Rewrote all report templates with consistent styling
• Fixed QWeb template issues (hasattr, field names)
• Added explicit CSS borders for PDF rendering
• Improved authorizer field display (Many2one handling)
• Removed duplicate header/footer calls
• Standardized all field mappings to x_fc_* fields

Version 18.0.1.0.0

• Initial release for Odoo 18

Support

Developer: Nexa Systems Inc. Website: https://www.nexasystems.ca Email: support@nexasystems.ca

License

Odoo Proprietary License v1.0 (OPL-1)

Copyright © 2024-2025 Nexa Systems Inc. All rights reserved.