0fe8a71c05
Reworks the March of Dimes workflow to match reality: the OT does their own disability assessment and provides the VOD letter; our accessibility specialist then visits to produce the proposal/drawings/quote; and the application can be submitted by us (internal), the client, or the authorizer themselves. The old workflow flattened all this into one assessment state with a dead-end funding_denied and no document tracking. Data model (13 new sale.order fields): - 5 new document binaries + filenames: VOD letter, Application Form (filled), Notice of Assessment, Property Tax, Proposal Document - x_fc_mod_submitted_by Selection (internal/client/authorizer) - x_fc_mod_handoff_date, x_fc_mod_vod_requested_date - x_fc_mod_accessibility_specialist_id (m2o res.partner — internal or external) - x_fc_mod_previous_status_before_hold (for proper resume) - x_fc_mod_funding_denial_reason (captured via wizard) Settings (4 res.company fields + res_config_settings mirrors): - x_fc_mod_application_form (blank) + filename - x_fc_mod_vod_form (blank) + filename - x_fc_mod_followup_assignee_mode (office_contact / sales_rep) - x_fc_mod_followup_office_contact_id res.partner: added 'accessibility_specialist' to x_fc_contact_type. State machine: - New state handoff_to_client between quote_submitted and awaiting_funding, used for paths B/C (client or authorizer submits themselves) - Fixed action_mod_on_hold to save x_fc_mod_previous_status_before_hold - Fixed action_mod_resume to restore previous status (was hardcoded to in_production, losing context for cases held earlier) 4 new wizards: - mod_submission_path_wizard — chooses submitted_by, auto-fires VOD request email on first switch to 'internal' - mod_funding_denied_wizard — captures denial category + reason - mod_resubmit_wizard — revises + resubmits denied cases (with optional doc clearing) - mod_submission_confirmed_wizard — records client/authorizer confirmed submission, advances to awaiting_funding 8 new action methods: - action_mod_set_submission_path, action_mod_request_vod, action_mod_handoff_to_client (validates docs, fires handoff email), action_mod_confirmed_submission, action_mod_resubmit_from_denied, action_mod_cancel_from_denied, action_mod_reopen_cancelled - action_mod_funding_denied now opens the denial wizard 3 new email methods + 2 existing fixes: - _send_mod_vod_request_email — auto-attaches blank VOD form from company settings, sent to authorizer when we are handling submission - _send_mod_handoff_email — two templates (client vs authorizer), attaches proposal + drawing + blank MOD Application Form - _mod_company_attachment helper for building attachments from company Binary - Fixed _send_mod_assessment_completed_email to include authorizer - Fixed _send_mod_pod_submitted_email to include client New cron: - _cron_mod_handoff_followup (daily 09:00) — creates mail.activity for office to confirm MOD submission. Assignee via company setting (office contact or sales rep). Uses existing rolling-window cap (2/month per order). Views: - sale_order form: new status-bar buttons (set path, request VOD, handoff, confirm, resubmit, cancel, reopen), new document section in MOD Documents tab with submission-path tracking, denial details, hold history - res_config_settings: new MOD blank forms upload + assignee config Deployed to odoo-westin (westin-v19) and odoo-mobility (mobility). Pre-deploy FK cleanup from earlier session means mobility updated cleanly without workaround. HTTP 200 on both, cron verified active, all new fields present.
85 lines
3.2 KiB
Python
85 lines
3.2 KiB
Python
# -*- coding: utf-8 -*-
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# Copyright 2024-2026 Nexa Systems Inc.
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# License OPL-1 (Odoo Proprietary License v1.0)
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"""
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MOD Funding Denied Wizard — captures the denial reason and sets the order
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status. Previously action_mod_funding_denied was a bare write with no reason
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capture; this wizard replaces that flow.
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"""
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from odoo import models, fields, api, _
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from odoo.exceptions import UserError
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from markupsafe import Markup
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class ModFundingDeniedWizard(models.TransientModel):
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_name = 'fusion_claims.mod.funding.denied.wizard'
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_description = 'MOD - Funding Denied Reason Capture'
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sale_order_id = fields.Many2one('sale.order', required=True, readonly=True)
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denial_date = fields.Date(
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string='Denial Date',
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required=True,
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default=fields.Date.context_today,
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)
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denial_reason_category = fields.Selection(
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selection=[
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('income_too_high', 'Client income exceeds MOD threshold'),
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('residency', 'Residency requirement not met'),
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('project_scope', 'Project scope not eligible'),
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('missing_docs', 'Missing documentation'),
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('funding_depleted', 'MOD funding depleted for this period'),
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('other', 'Other'),
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],
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string='Denial Category',
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required=True,
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)
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denial_reason = fields.Text(
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string='Denial Details',
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required=True,
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help='MOD\'s stated reason for denying funding. Captured for the '
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'audit trail and used when generating the client denial email.',
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)
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@api.model
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def default_get(self, fields_list):
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res = super().default_get(fields_list)
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if self.env.context.get('active_id'):
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order = self.env['sale.order'].browse(self.env.context['active_id'])
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res['sale_order_id'] = order.id
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return res
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def action_confirm(self):
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self.ensure_one()
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order = self.sale_order_id
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if order.x_fc_mod_status not in ('awaiting_funding', 'quote_submitted', 'handoff_to_client'):
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raise UserError(
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_("Funding can only be denied from awaiting_funding, "
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"quote_submitted or handoff_to_client. Current: %s") % order.x_fc_mod_status
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)
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labels = dict(self._fields['denial_reason_category'].selection)
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category_label = labels.get(self.denial_reason_category, self.denial_reason_category)
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full_reason = f'[{category_label}] {self.denial_reason}'
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order.write({
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'x_fc_mod_status': 'funding_denied',
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'x_fc_mod_funding_denial_reason': full_reason,
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})
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body = (
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f'<div class="alert alert-danger" role="alert">'
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f'<strong><i class="fa fa-ban"></i> Funding Denied by March of Dimes</strong>'
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f'<ul>'
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f'<li><strong>Date:</strong> {self.denial_date.strftime("%B %d, %Y")}</li>'
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f'<li><strong>Category:</strong> {category_label}</li>'
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f'<li><strong>Details:</strong> {self.denial_reason}</li>'
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f'</ul>'
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f'</div>'
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)
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order.message_post(
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body=Markup(body),
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message_type='notification',
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subtype_xmlid='mail.mt_note',
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)
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return {'type': 'ir.actions.act_window_close'}
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