Nexa Admin
431052920e
- fusion_claims: separated field service logic, updated controllers/views - fusion_tasks: updated task views and map integration - fusion_authorizer_portal: added page 11 signing, schedule booking, migrations - fusion_shipping: new standalone shipping module (Canada Post, FedEx, DHL, Purolator) - fusion_ltc_management: new standalone LTC management module
109 lines
3.7 KiB
Python
109 lines
3.7 KiB
Python
# -*- coding: utf-8 -*-
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{
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'name': 'Fusion Authorizer & Sales Portal',
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'version': '19.0.2.5.0',
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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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'appointment',
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'knowledge',
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'fusion_claims',
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'fusion_tasks',
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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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'data/appointment_invite_data.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_schedule.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/loaner_portal.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/portal_schedule_booking.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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