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
254 lines
9.4 KiB
Python
254 lines
9.4 KiB
Python
# -*- coding: utf-8 -*-
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from odoo import api, fields, models, _
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import logging
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_logger = logging.getLogger(__name__)
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class SaleOrder(models.Model):
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_inherit = 'sale.order'
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# Comments from portal users
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portal_comment_ids = fields.One2many(
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'fusion.authorizer.comment',
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'sale_order_id',
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string='Portal Comments',
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)
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portal_comment_count = fields.Integer(
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string='Comment Count',
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compute='_compute_portal_comment_count',
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)
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# Documents uploaded via portal
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portal_document_ids = fields.One2many(
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'fusion.adp.document',
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'sale_order_id',
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string='Portal Documents',
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)
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portal_document_count = fields.Integer(
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string='Document Count',
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compute='_compute_portal_document_count',
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)
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# Link to assessment
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assessment_id = fields.Many2one(
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'fusion.assessment',
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string='Source Assessment',
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readonly=True,
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help='The assessment that created this sale order',
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)
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# Authorizer helper field (consolidates multiple possible fields)
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portal_authorizer_id = fields.Many2one(
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'res.partner',
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string='Authorizer (Portal)',
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compute='_compute_portal_authorizer_id',
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store=True,
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help='Consolidated authorizer field for portal access',
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)
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@api.depends('portal_comment_ids')
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def _compute_portal_comment_count(self):
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for order in self:
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order.portal_comment_count = len(order.portal_comment_ids)
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@api.depends('portal_document_ids')
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def _compute_portal_document_count(self):
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for order in self:
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order.portal_document_count = len(order.portal_document_ids)
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@api.depends('x_fc_authorizer_id')
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def _compute_portal_authorizer_id(self):
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"""Get authorizer from x_fc_authorizer_id field"""
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for order in self:
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order.portal_authorizer_id = order.x_fc_authorizer_id
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def write(self, vals):
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"""Override write to send notification when authorizer is assigned."""
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old_authorizers = {
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order.id: order.x_fc_authorizer_id.id if order.x_fc_authorizer_id else False
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for order in self
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}
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result = super().write(vals)
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# Check for authorizer changes
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if 'x_fc_authorizer_id' in vals:
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for order in self:
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old_auth = old_authorizers.get(order.id)
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new_auth = vals.get('x_fc_authorizer_id')
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if new_auth and new_auth != old_auth:
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order._send_authorizer_assignment_notification()
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# NOTE: Generic status change notifications removed.
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# Each status transition already sends its own detailed email
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# from fusion_claims (approval, denial, submission, billed, etc.)
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# A generic "status changed" email on top was redundant and lacked detail.
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return result
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def action_message_authorizer(self):
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"""Open composer to send message to authorizer only"""
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self.ensure_one()
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if not self.x_fc_authorizer_id:
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return {'type': 'ir.actions.act_window_close'}
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return {
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'type': 'ir.actions.act_window',
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'name': 'Message Authorizer',
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'res_model': 'mail.compose.message',
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'view_mode': 'form',
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'views': [(False, 'form')],
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'target': 'new',
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'context': {
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'default_model': 'sale.order',
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'default_res_ids': [self.id],
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'default_partner_ids': [self.x_fc_authorizer_id.id],
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'default_composition_mode': 'comment',
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'default_subtype_xmlid': 'mail.mt_note',
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},
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}
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def _send_authorizer_assignment_notification(self):
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"""Send email when an authorizer is assigned to the order"""
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self.ensure_one()
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if not self.x_fc_authorizer_id or not self.x_fc_authorizer_id.email:
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return
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try:
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template = self.env.ref('fusion_authorizer_portal.mail_template_case_assigned', raise_if_not_found=False)
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if template:
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template.send_mail(self.id, force_send=False)
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_logger.info(f"Sent case assignment notification to {self.x_fc_authorizer_id.email} for {self.name}")
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except Exception as e:
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_logger.error(f"Failed to send authorizer assignment notification: {e}")
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# _send_status_change_notification removed -- redundant.
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# Each workflow transition in fusion_claims sends its own detailed email.
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def action_view_portal_comments(self):
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"""View portal comments"""
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self.ensure_one()
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return {
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'type': 'ir.actions.act_window',
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'name': _('Portal Comments'),
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'res_model': 'fusion.authorizer.comment',
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'view_mode': 'list,form',
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'views': [(False, 'list'), (False, 'form')],
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'domain': [('sale_order_id', '=', self.id)],
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'context': {'default_sale_order_id': self.id},
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}
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def action_view_portal_documents(self):
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"""View portal documents"""
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self.ensure_one()
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return {
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'type': 'ir.actions.act_window',
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'name': _('Portal Documents'),
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'res_model': 'fusion.adp.document',
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'view_mode': 'list,form',
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'views': [(False, 'list'), (False, 'form')],
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'domain': [('sale_order_id', '=', self.id)],
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'context': {'default_sale_order_id': self.id},
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}
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def get_portal_display_data(self):
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"""Get data for portal display, excluding sensitive information"""
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self.ensure_one()
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return {
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'id': self.id,
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'name': self.name,
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'date_order': self.date_order,
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'state': self.state,
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'state_display': dict(self._fields['state'].selection).get(self.state, self.state),
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'partner_name': self.partner_id.name if self.partner_id else '',
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'partner_address': self._get_partner_address_display(),
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'client_reference_1': self.x_fc_client_ref_1 or '',
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'client_reference_2': self.x_fc_client_ref_2 or '',
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'claim_number': self.x_fc_claim_number or '',
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'authorizer_name': self.x_fc_authorizer_id.name if self.x_fc_authorizer_id else '',
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'sales_rep_name': self.user_id.name if self.user_id else '',
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'product_lines': self._get_product_lines_for_portal(),
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'comment_count': self.portal_comment_count,
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'document_count': self.portal_document_count,
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}
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def _get_partner_address_display(self):
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"""Get formatted partner address for display"""
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if not self.partner_id:
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return ''
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parts = []
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if self.partner_id.street:
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parts.append(self.partner_id.street)
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if self.partner_id.city:
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city_part = self.partner_id.city
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if self.partner_id.state_id:
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city_part += f", {self.partner_id.state_id.name}"
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if self.partner_id.zip:
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city_part += f" {self.partner_id.zip}"
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parts.append(city_part)
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return ', '.join(parts)
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def _get_product_lines_for_portal(self):
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"""Get product lines for portal display (excluding costs)"""
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lines = []
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for line in self.order_line:
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lines.append({
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'id': line.id,
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'product_name': line.product_id.name if line.product_id else line.name,
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'quantity': line.product_uom_qty,
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'uom': line.product_uom_id.name if line.product_uom_id else '',
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'adp_code': line.x_fc_adp_device_code or '' if hasattr(line, 'x_fc_adp_device_code') else '',
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'device_type': '',
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'serial_number': line.x_fc_serial_number or '' if hasattr(line, 'x_fc_serial_number') else '',
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})
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return lines
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@api.model
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def get_authorizer_portal_cases(self, partner_id, search_query=None, limit=100, offset=0):
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"""Get cases for authorizer portal with optional search"""
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domain = [('x_fc_authorizer_id', '=', partner_id)]
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# Add search if provided
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if search_query:
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search_domain = self._build_search_domain(search_query)
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domain = ['&'] + domain + search_domain
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orders = self.sudo().search(domain, limit=limit, offset=offset, order='date_order desc, id desc')
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return orders
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@api.model
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def get_sales_rep_portal_cases(self, user_id, search_query=None, limit=100, offset=0):
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"""Get cases for sales rep portal with optional search"""
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domain = [('user_id', '=', user_id)]
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# Add search if provided
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if search_query:
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search_domain = self._build_search_domain(search_query)
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domain = domain + search_domain
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orders = self.sudo().search(domain, limit=limit, offset=offset, order='date_order desc, id desc')
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return orders
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def _build_search_domain(self, query):
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"""Build search domain for portal search"""
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if not query or len(query) < 2:
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return []
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search_domain = [
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'|', '|', '|', '|',
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('partner_id.name', 'ilike', query),
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('x_fc_claim_number', 'ilike', query),
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('x_fc_client_ref_1', 'ilike', query),
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('x_fc_client_ref_2', 'ilike', query),
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]
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return search_domain
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