Odoo-Modules/fusion_claims/models/res_company.py

# -*- coding: utf-8 -*-
# Copyright 2024-2025 Nexa Systems Inc.
# License OPL-1 (Odoo Proprietary License v1.0)
# Part of the Fusion Claim Assistant product family.

from odoo import models, fields


class ResCompany(models.Model):
    _inherit = 'res.company'

    # Store/Location Information
    x_fc_store_address_1 = fields.Char(
        string='Store Address Line 1',
        help='First store/location address for reports (e.g., "Main Store - 123 Street, City, Province, Postal")',
    )
    x_fc_store_address_2 = fields.Char(
        string='Store Address Line 2',
        help='Second store/location address for reports (optional)',
    )
    x_fc_company_tagline = fields.Char(
        string='Company Tagline',
        help='Company tagline/slogan for reports (e.g., "Enhancing Accessibility, Improving Lives.")',
    )

    # Payment Information
    x_fc_etransfer_email = fields.Char(
        string='E-Transfer Email',
        help='Email address for Interac e-Transfers',
    )
    x_fc_cheque_payable_to = fields.Char(
        string='Cheque Payable To',
        help='Name for cheque payments (defaults to company name if empty)',
    )
    x_fc_payment_terms_html = fields.Html(
        string='Payment Terms',
        help='Payment terms and conditions displayed on reports (supports HTML formatting)',
        sanitize=True,
        sanitize_overridable=True,
    )

    # Refund Policy
    x_fc_include_refund_page = fields.Boolean(
        string='Include Refund Policy Page',
        default=True,
        help='Include a separate refund policy page at the end of reports',
    )
    x_fc_refund_policy_html = fields.Html(
        string='Refund Policy',
        help='Full refund policy displayed on a separate page (supports HTML formatting)',
        sanitize=True,
        sanitize_overridable=True,
    )

    # Office Notification Recipients
    x_fc_office_notification_ids = fields.Many2many(
        'res.partner',
        'fc_company_office_notification_partners_rel',
        'company_id',
        'partner_id',
        string='Office Notification Recipients',
        help='Contacts who will receive a copy (CC) of all automated ADP notifications',
    )

    # ==========================================================================
    # MARCH OF DIMES SETTINGS (shared blank forms + follow-up assignment)
    # Added 2026-04 MOD update. Latest revision of the MOD-issued blank forms
    # lives here so every case can auto-attach them to outgoing emails.
    # ==========================================================================
    x_fc_mod_application_form = fields.Binary(
        string='MOD Application Form (blank)',
        attachment=True,
        help='Blank March of Dimes Application Form (latest MOD revision). '
             'Auto-attached to the handoff email sent to the client or authorizer '
             'when they will be submitting the application themselves.',
    )
    x_fc_mod_application_form_filename = fields.Char(
        string='MOD Application Form Filename',
    )
    x_fc_mod_vod_form = fields.Binary(
        string='Verification of Disability Form (blank)',
        attachment=True,
        help='Blank March of Dimes Verification of Disability form. '
             'Auto-attached to the VOD request email sent to the authorizer when '
             'our office is handling the MOD submission internally.',
    )
    x_fc_mod_vod_form_filename = fields.Char(
        string='VOD Form Filename',
    )
    x_fc_mod_followup_assignee_mode = fields.Selection(
        selection=[
            ('office_contact', 'Designated Office Contact'),
            ('sales_rep', 'Order Sales Rep'),
        ],
        string='MOD Follow-up Assignee',
        default='office_contact',
        help='Who gets the follow-up activity when a client or authorizer is '
             'handling the MOD submission themselves. Office contact = one '
             'designated person handles all follow-ups. Sales rep = the rep '
             'on each order is responsible for their own follow-ups.',
    )
    x_fc_mod_followup_office_contact_id = fields.Many2one(
        'res.users',
        string='MOD Follow-up Office Contact',
        help='The office user who receives MOD handoff follow-up activities '
             'when assignee mode is set to Office Contact. Only used when '
             'x_fc_mod_followup_assignee_mode == office_contact.',
    )

    def _get_cheque_payable_name(self):
        """Get the name for cheque payments, defaulting to company name."""
        self.ensure_one()
        return self.x_fc_cheque_payable_to or self.name

    def _get_mod_followup_assignee(self, sale_order):
        """Return the res.users who should receive the MOD handoff follow-up
        activity for the given order, based on this company's configuration.
        Falls back to the order's sales rep when the office contact is missing.
        """
        self.ensure_one()
        if self.x_fc_mod_followup_assignee_mode == 'office_contact' and self.x_fc_mod_followup_office_contact_id:
            return self.x_fc_mod_followup_office_contact_id
        return sale_order.user_id or self.env.user