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.
564 lines
33 KiB
XML
564 lines
33 KiB
XML
<?xml version="1.0" encoding="UTF-8"?>
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<!--
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Copyright 2024-2025 Nexa Systems Inc.
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License OPL-1 (Odoo Proprietary License v1.0)
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Part of the Fusion Claim Assistant product family.
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-->
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<odoo>
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<!-- Add Fusion Central Settings as a new app block -->
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<record id="res_config_settings_view_form_fusion_claims" model="ir.ui.view">
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<field name="name">res.config.settings.view.form.fusion.central</field>
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<field name="model">res.config.settings</field>
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<field name="inherit_id" ref="base.res_config_settings_view_form"/>
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<field name="arch" type="xml">
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<xpath expr="//form" position="inside">
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<app data-string="Fusion Claims" string="Fusion Claims" name="fusion_claims"
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groups="fusion_claims.group_fusion_claims_manager">
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<h2>ADP Billing</h2>
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<div class="row mt-4 o_settings_container">
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<!-- ADP Vendor Code -->
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<div class="col-12 col-lg-6 o_setting_box">
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<div class="o_setting_right_pane">
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<span class="o_form_label">ADP Vendor Code</span>
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<div class="text-muted">Your ADP vendor/location code for claim submissions</div>
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<div class="mt-2">
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<field name="fc_vendor_code" placeholder="e.g., 1234567"/>
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</div>
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</div>
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</div>
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</div>
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<h2>ADP Posting Schedule</h2>
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<div class="row mt-4 o_settings_container">
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<!-- Posting Schedule Configuration -->
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<div class="col-12 col-lg-6 o_setting_box">
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<div class="o_setting_right_pane">
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<span class="o_form_label">Posting Cycle</span>
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<div class="text-muted">Configure the bi-weekly ADP posting schedule</div>
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<div class="mt-2">
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<div class="row mb-2">
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<label for="fc_adp_posting_base_date" class="col-5 col-form-label">Base Posting Date</label>
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<div class="col-7">
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<field name="fc_adp_posting_base_date"/>
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</div>
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</div>
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<div class="row mb-2">
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<label for="fc_adp_posting_frequency_days" class="col-5 col-form-label">Frequency (Days)</label>
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<div class="col-7">
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<field name="fc_adp_posting_frequency_days"/>
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</div>
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</div>
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</div>
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<div class="alert alert-info mt-3" role="alert">
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<strong>Schedule Info:</strong>
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<ul class="mb-0 mt-1">
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<li>Submission Deadline: Wednesday 6 PM before posting day</li>
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<li>Payment Processed: Posting day + 7 days</li>
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<li>Payment Received: Posting day + ~10 days</li>
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</ul>
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</div>
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</div>
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</div>
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<!-- Reminder Recipients -->
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<div class="col-12 col-lg-6 o_setting_box">
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<div class="o_setting_right_pane">
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<span class="o_form_label">Automatic Reminders</span>
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<div class="text-muted">Configure who receives ADP billing reminders</div>
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<div class="mt-2">
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<div class="row mb-2">
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<label for="fc_adp_billing_reminder_user_id" class="col-12 col-form-label">
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Billing Deadline Person
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</label>
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<div class="col-12">
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<field name="fc_adp_billing_reminder_user_id"
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domain="[('share', '=', False)]"
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placeholder="Select user for billing reminders..."/>
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<div class="text-muted small">Reminded on Monday to complete billing by Wednesday 6 PM</div>
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</div>
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</div>
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<div class="row mt-3">
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<label for="fc_adp_correction_reminder_user_ids" class="col-12 col-form-label">
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Correction Alert Recipients
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</label>
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<div class="col-12">
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<field name="fc_adp_correction_reminder_user_ids"
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widget="many2many_tags"
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domain="[('share', '=', False)]"
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placeholder="Select users for correction alerts..."/>
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<div class="text-muted small">Notified when invoices need correction/resubmission</div>
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</div>
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</div>
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</div>
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</div>
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</div>
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</div>
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<h2>Email Notifications</h2>
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<div class="row mt-4 o_settings_container">
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<!-- Enable/Disable Notifications -->
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<div class="col-12 col-lg-6 o_setting_box">
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<div class="o_setting_left_pane">
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<field name="fc_enable_email_notifications"/>
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</div>
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<div class="o_setting_right_pane">
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<label for="fc_enable_email_notifications"/>
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<div class="text-muted">
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Send automated email notifications when ADP workflow status changes
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(assessment completed, application submitted, approved, denied, case closed, etc.)
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</div>
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</div>
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</div>
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<!-- Office CC Emails -->
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<div class="col-12 col-lg-6 o_setting_box">
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<div class="o_setting_right_pane">
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<span class="o_form_label">Office Notification Recipients</span>
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<div class="text-muted">
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These contacts will receive a copy (CC) of all automated ADP notifications
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so the office staff can stay in the loop.
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</div>
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<div class="mt-2">
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<field name="fc_office_notification_ids"
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widget="many2many_tags"
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domain="[('user_ids.share', '=', False)]"
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options="{'no_create': True}"/>
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</div>
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</div>
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</div>
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<!-- Application Reminder Days -->
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<div class="col-12 col-lg-6 o_setting_box">
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<div class="o_setting_right_pane">
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<span class="o_form_label">Application Reminders</span>
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<div class="text-muted">
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Automated reminders to therapist to submit the ADP application.
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</div>
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<div class="mt-2 row">
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<div class="col-4">
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<field name="fc_application_reminder_days"/>
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</div>
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<div class="col-8 pt-2 text-muted">days after assessment (first reminder)</div>
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</div>
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<div class="mt-2 row">
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<div class="col-4">
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<field name="fc_application_reminder_2_days"/>
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</div>
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<div class="col-8 pt-2 text-muted">days after first reminder (second reminder)</div>
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</div>
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</div>
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</div>
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</div>
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<!-- Workflow Lock Settings -->
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<h2 class="mt-4">Workflow Settings</h2>
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<div class="row mt-4 o_settings_container">
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<div class="col-12 col-lg-6 o_setting_box">
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<div class="o_setting_left_pane">
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<field name="fc_allow_sale_type_override"/>
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</div>
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<div class="o_setting_right_pane">
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<label for="fc_allow_sale_type_override"/>
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<div class="text-muted">
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Allow changing Sale Type even after application is submitted.
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Use this for cases where additional benefits (ODSP, etc.) are discovered.
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</div>
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</div>
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</div>
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<div class="col-12 col-lg-6 o_setting_box">
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<div class="o_setting_left_pane">
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<field name="fc_allow_document_lock_override"/>
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</div>
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<div class="o_setting_right_pane">
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<label for="fc_allow_document_lock_override"/>
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<div class="text-muted">
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Allow users in the "Document Lock Override" group to edit locked documents
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on old cases. Turn this OFF once all legacy cases are processed.
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</div>
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</div>
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</div>
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<div class="col-12 col-lg-6 o_setting_box">
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<div class="o_setting_right_pane">
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<span class="o_form_label">Designated Vendor Signer</span>
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<div class="text-muted">
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The user who signs Page 12 on behalf of the company.
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</div>
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<div class="mt-2">
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<field name="fc_designated_vendor_signer"
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domain="[('share', '=', False)]"/>
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</div>
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</div>
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</div>
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</div>
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<h2>AI Client Intelligence</h2>
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<div class="row mt-4 o_settings_container">
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<!-- AI API Key -->
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<div class="col-12 col-lg-6 o_setting_box">
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<div class="o_setting_right_pane">
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<span class="o_form_label">AI API Key</span>
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<div class="text-muted">
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OpenAI API key for Client Intelligence chat and AI analysis features.
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</div>
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<div class="mt-2">
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<field name="fc_ai_api_key" placeholder="sk-..." password="True"/>
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</div>
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</div>
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</div>
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<!-- AI Model -->
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<div class="col-12 col-lg-6 o_setting_box">
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<div class="o_setting_right_pane">
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<span class="o_form_label">AI Model</span>
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<div class="text-muted">
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Which AI model to use for client intelligence queries.
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</div>
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<div class="mt-2">
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<field name="fc_ai_model"/>
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</div>
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</div>
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</div>
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<!-- Auto XML Parse -->
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<div class="col-12 col-lg-6 o_setting_box">
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<div class="o_setting_left_pane">
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<field name="fc_auto_parse_xml"/>
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</div>
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<div class="o_setting_right_pane">
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<label for="fc_auto_parse_xml"/>
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<div class="text-muted">
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Automatically parse ADP XML files when uploaded to sale orders
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and create/update client profiles.
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</div>
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</div>
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</div>
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</div>
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<h2>March of Dimes</h2>
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<div class="row mt-4 o_settings_container">
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<div class="col-12 col-lg-6 o_setting_box">
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<div class="o_setting_right_pane">
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<span class="o_form_label">Default MOD Email</span>
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<div class="text-muted">
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Email used for sending initial quotations and documents to March of Dimes.
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</div>
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<div class="mt-2">
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<field name="fc_mod_default_email" placeholder="hvmp@marchofdimes.ca"/>
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</div>
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</div>
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</div>
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<div class="col-12 col-lg-6 o_setting_box">
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<div class="o_setting_right_pane">
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<span class="o_form_label">March of Dimes Vendor Code</span>
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<div class="text-muted">
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Your vendor code assigned by March of Dimes.
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</div>
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<div class="mt-2">
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<field name="fc_mod_vendor_code" placeholder="e.g. TRD0001234"/>
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</div>
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</div>
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</div>
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</div>
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<h2>Twilio SMS</h2>
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<div class="row mt-4 o_settings_container">
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<div class="col-12 col-lg-6 o_setting_box">
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<div class="o_setting_left_pane">
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<field name="fc_twilio_enabled"/>
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</div>
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<div class="o_setting_right_pane">
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<label for="fc_twilio_enabled"/>
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<div class="text-muted">
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Send SMS confirmations for assessment bookings and key status updates via Twilio.
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</div>
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</div>
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</div>
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<div class="col-12 col-lg-6 o_setting_box">
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<div class="o_setting_right_pane">
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<span class="o_form_label">Twilio Phone Number</span>
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<div class="mt-2">
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<field name="fc_twilio_phone_number" placeholder="+1234567890"/>
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</div>
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</div>
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</div>
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<div class="col-12 col-lg-6 o_setting_box">
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<div class="o_setting_right_pane">
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<span class="o_form_label">Account SID</span>
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<div class="mt-2">
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<field name="fc_twilio_account_sid" password="True"/>
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</div>
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</div>
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</div>
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<div class="col-12 col-lg-6 o_setting_box">
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<div class="o_setting_right_pane">
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<span class="o_form_label">Auth Token</span>
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<div class="mt-2">
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<field name="fc_twilio_auth_token" password="True"/>
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</div>
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</div>
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</div>
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</div>
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<h2>March of Dimes Follow-Up</h2>
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<div class="row mt-4 o_settings_container">
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<div class="col-12 col-lg-6 o_setting_box">
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<div class="o_setting_right_pane">
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<span class="o_form_label">Follow-up Interval</span>
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<div class="text-muted">
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Days between follow-up reminders for MOD cases awaiting funding.
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</div>
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<div class="mt-2">
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<field name="fc_mod_followup_interval_days"/> days
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</div>
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</div>
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</div>
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<div class="col-12 col-lg-6 o_setting_box">
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<div class="o_setting_right_pane">
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<span class="o_form_label">Auto-Email Escalation Delay</span>
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<div class="text-muted">
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Days after a follow-up activity is overdue before sending an automatic email to the client.
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</div>
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<div class="mt-2">
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<field name="fc_mod_followup_escalation_days"/> days
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</div>
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</div>
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</div>
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</div>
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<!-- ============================================================= -->
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<!-- MOD BLANK FORMS + HANDOFF FOLLOW-UP (2026-04 update) -->
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<!-- ============================================================= -->
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<h2>March of Dimes — Blank Forms & Handoff Follow-Up</h2>
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<p class="text-muted">
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Upload the latest revision of the MOD-issued blank forms here.
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They are auto-attached to outgoing emails so every case uses the
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current version. Re-upload whenever March of Dimes publishes a
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new revision.
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</p>
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<div class="row mt-4 o_settings_container">
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<div class="col-12 col-lg-6 o_setting_box">
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<div class="o_setting_right_pane">
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<span class="o_form_label">MOD Application Form (blank)</span>
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<div class="text-muted">
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Attached to the handoff email when client or authorizer
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is submitting the application themselves.
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</div>
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<div class="mt-2">
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<field name="fc_mod_application_form"
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filename="fc_mod_application_form_filename"
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widget="binary"/>
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</div>
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</div>
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</div>
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<div class="col-12 col-lg-6 o_setting_box">
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<div class="o_setting_right_pane">
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<span class="o_form_label">Verification of Disability Form (blank)</span>
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<div class="text-muted">
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Attached to the VOD request email sent to the authorizer
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when our office is handling the MOD submission internally.
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</div>
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<div class="mt-2">
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<field name="fc_mod_vod_form"
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filename="fc_mod_vod_form_filename"
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widget="binary"/>
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</div>
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</div>
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</div>
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</div>
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<div class="row mt-4 o_settings_container">
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<div class="col-12 col-lg-6 o_setting_box">
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<div class="o_setting_right_pane">
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<span class="o_form_label">Handoff Follow-up Assignee</span>
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<div class="text-muted">
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Who gets the follow-up activity when a client or authorizer
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is handling the MOD submission themselves. "Office contact"
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routes all follow-ups to a single designated person. "Sales
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rep" assigns to the rep on each order.
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</div>
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<div class="mt-2">
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<field name="fc_mod_followup_assignee_mode" widget="radio"/>
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</div>
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</div>
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</div>
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<div class="col-12 col-lg-6 o_setting_box">
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<div class="o_setting_right_pane">
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<span class="o_form_label">Office Follow-up Contact</span>
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<div class="text-muted">
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The office user who receives MOD handoff follow-up activities
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when assignee mode is set to Office Contact.
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</div>
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<div class="mt-2">
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<field name="fc_mod_followup_office_contact_id"
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invisible="fc_mod_followup_assignee_mode != 'office_contact'"
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options="{'no_create': True}"/>
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</div>
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</div>
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</div>
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</div>
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<!-- ============================================================= -->
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<!-- DATA MIGRATION -->
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<!-- ============================================================= -->
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<h2>Data Migration</h2>
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<div class="row mt-4 o_settings_container">
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<div class="col-12 col-lg-6 o_setting_box">
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|
<div class="o_setting_right_pane">
|
|
<span class="o_form_label">Migrate Export Files from Documents</span>
|
|
<div class="text-muted">
|
|
Move existing ADP export files from the Documents app into the
|
|
new ADP Export Files menu. Only needs to be run once after upgrading.
|
|
</div>
|
|
<div class="mt-2">
|
|
<button name="action_migrate_adp_export_files"
|
|
string="Migrate Export Files"
|
|
type="object"
|
|
class="btn-secondary"
|
|
icon="fa-exchange"
|
|
confirm="This will migrate all ADP export files from Documents to the new Export Files menu. Continue?"/>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
|
|
<!-- ============================================================= -->
|
|
<!-- ODSP CONFIGURATION -->
|
|
<!-- ============================================================= -->
|
|
<h2>ODSP Configuration</h2>
|
|
<div class="row mt16 o_settings_container">
|
|
<div class="col-12 col-lg-6 o_setting_box">
|
|
<div class="o_setting_right_pane">
|
|
<span class="o_form_label">SA Mobility Email</span>
|
|
<div class="text-muted">
|
|
Email address for SA Mobility submissions (can be changed if the government email changes).
|
|
</div>
|
|
<div class="mt-2">
|
|
<field name="fc_sa_mobility_email" placeholder="samobility@ontario.ca"/>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
<div class="col-12 col-lg-6 o_setting_box">
|
|
<div class="o_setting_right_pane">
|
|
<span class="o_form_label">SA Mobility Phone</span>
|
|
<div class="text-muted">
|
|
SA Mobility phone number for reference.
|
|
</div>
|
|
<div class="mt-2">
|
|
<field name="fc_sa_mobility_phone" placeholder="1-888-222-5099"/>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
<div class="col-12 col-lg-6 o_setting_box">
|
|
<div class="o_setting_right_pane">
|
|
<span class="o_form_label">Default ODSP Office</span>
|
|
<div class="text-muted">
|
|
Default ODSP office contact for new ODSP cases.
|
|
</div>
|
|
<div class="mt-2">
|
|
<field name="fc_odsp_default_office_id"/>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
|
|
<!-- ===== PORTAL BRANDING ===== -->
|
|
<h2>Portal Branding</h2>
|
|
<div class="row mt16 o_settings_container">
|
|
<div class="col-12 o_setting_box">
|
|
<div class="o_setting_right_pane">
|
|
<span class="o_form_label">Portal Gradient Theme</span>
|
|
<div class="text-muted mb-3">
|
|
Choose a preset gradient or customize your own colors for the portal dashboard.
|
|
</div>
|
|
|
|
<div class="mb-3">
|
|
<field name="fc_portal_gradient_preset" widget="radio"/>
|
|
</div>
|
|
|
|
<div class="d-flex flex-wrap gap-2 mb-3">
|
|
<button type="object" name="action_set_gradient_green_teal"
|
|
class="btn btn-sm btn-outline-secondary d-flex align-items-center gap-2">
|
|
<span style="display:inline-block;width:20px;height:20px;border-radius:4px;background:linear-gradient(135deg,#5ba848 0%,#3a8fb7 60%,#2e7aad 100%);"/>
|
|
Green to Teal
|
|
</button>
|
|
<button type="object" name="action_set_gradient_blue_purple"
|
|
class="btn btn-sm btn-outline-secondary d-flex align-items-center gap-2">
|
|
<span style="display:inline-block;width:20px;height:20px;border-radius:4px;background:linear-gradient(135deg,#4a90d9 0%,#7b68ee 60%,#6a5acd 100%);"/>
|
|
Blue to Purple
|
|
</button>
|
|
<button type="object" name="action_set_gradient_orange_red"
|
|
class="btn btn-sm btn-outline-secondary d-flex align-items-center gap-2">
|
|
<span style="display:inline-block;width:20px;height:20px;border-radius:4px;background:linear-gradient(135deg,#f7971e 0%,#e44d26 60%,#c0392b 100%);"/>
|
|
Sunset Orange
|
|
</button>
|
|
<button type="object" name="action_set_gradient_dark_slate"
|
|
class="btn btn-sm btn-outline-secondary d-flex align-items-center gap-2">
|
|
<span style="display:inline-block;width:20px;height:20px;border-radius:4px;background:linear-gradient(135deg,#2c3e50 0%,#4a6274 60%,#34495e 100%);"/>
|
|
Dark Slate
|
|
</button>
|
|
</div>
|
|
|
|
<div class="row mb-3" invisible="fc_portal_gradient_preset != 'custom'">
|
|
<div class="col-md-4">
|
|
<span class="o_form_label">Start Color</span>
|
|
<field name="fc_portal_gradient_start" widget="color"/>
|
|
</div>
|
|
<div class="col-md-4">
|
|
<span class="o_form_label">Mid Color</span>
|
|
<field name="fc_portal_gradient_mid" widget="color"/>
|
|
</div>
|
|
<div class="col-md-4">
|
|
<span class="o_form_label">End Color</span>
|
|
<field name="fc_portal_gradient_end" widget="color"/>
|
|
</div>
|
|
</div>
|
|
|
|
<div class="mb-2">
|
|
<span class="o_form_label">Preview</span>
|
|
<div class="text-muted small">Preview updates after saving settings.</div>
|
|
</div>
|
|
<field name="fc_portal_gradient_preview" widget="html" readonly="1" class="border-0"/>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
|
|
<!-- Hidden fields for field mappings (still needed for ir.config_parameter storage) -->
|
|
<div class="d-none">
|
|
<field name="fc_field_sale_type"/>
|
|
<field name="fc_field_so_client_type"/>
|
|
<field name="fc_field_so_authorizer"/>
|
|
<field name="fc_field_invoice_type"/>
|
|
<field name="fc_field_inv_client_type"/>
|
|
<field name="fc_field_inv_authorizer"/>
|
|
<field name="fc_field_product_code"/>
|
|
<field name="fc_field_sol_serial"/>
|
|
<field name="fc_field_aml_serial"/>
|
|
<field name="fc_field_so_claim_number"/>
|
|
<field name="fc_field_so_client_ref_1"/>
|
|
<field name="fc_field_so_client_ref_2"/>
|
|
<field name="fc_field_so_delivery_date"/>
|
|
<field name="fc_field_so_adp_status"/>
|
|
<field name="fc_field_so_service_start"/>
|
|
<field name="fc_field_so_service_end"/>
|
|
<field name="fc_field_inv_claim_number"/>
|
|
<field name="fc_field_inv_client_ref_1"/>
|
|
<field name="fc_field_inv_client_ref_2"/>
|
|
<field name="fc_field_inv_delivery_date"/>
|
|
<field name="fc_field_inv_service_start"/>
|
|
<field name="fc_field_inv_service_end"/>
|
|
<field name="fc_field_sol_placement"/>
|
|
<field name="fc_field_aml_placement"/>
|
|
<field name="fc_field_product_adp_price"/>
|
|
<field name="fc_field_so_primary_serial"/>
|
|
<field name="fc_field_inv_primary_serial"/>
|
|
</div>
|
|
</app>
|
|
</xpath>
|
|
</field>
|
|
</record>
|
|
</odoo>
|