Odoo-Modules/fusion_claims/wizard/assessment_completed_wizard.py

# -*- coding: utf-8 -*-
# Copyright 2024-2025 Nexa Systems Inc.
# License OPL-1 (Odoo Proprietary License v1.0)

from odoo import models, fields, api, _
from odoo.exceptions import UserError
from markupsafe import Markup
import logging

_logger = logging.getLogger(__name__)


class AssessmentCompletedWizard(models.TransientModel):
    _name = 'fusion_claims.assessment.completed.wizard'
    _description = 'Assessment Completed Wizard'

    sale_order_id = fields.Many2one(
        'sale.order',
        string='Sale Order',
        required=True,
        readonly=True,
    )

    is_override = fields.Boolean(
        string='Scheduling Override',
        compute='_compute_is_override',
        store=False,
    )

    assessment_start_date = fields.Date(
        string='Assessment Start Date',
        required=True,
        help='Date the assessment was conducted',
    )

    completion_date = fields.Date(
        string='Assessment Completion Date',
        required=True,
        default=fields.Date.context_today,
    )

    notes = fields.Text(
        string='Notes',
        help='Notes from the assessment',
    )

    override_reason = fields.Text(
        string='Override Reason',
        help='Mandatory when skipping the scheduling step. Explain why the assessment was completed without scheduling through the system.',
    )

    notify_authorizer = fields.Boolean(
        string='Notify Authorizer',
        default=True,
        help='Send email to the authorizer about assessment completion',
    )

    @api.depends('sale_order_id')
    def _compute_is_override(self):
        for rec in self:
            rec.is_override = (
                rec.sale_order_id
                and rec.sale_order_id.x_fc_adp_application_status == 'quotation'
            )

    @api.model
    def default_get(self, fields_list):
        res = super().default_get(fields_list)
        active_id = self._context.get('active_id')
        if active_id:
            order = self.env['sale.order'].browse(active_id)
            res['sale_order_id'] = order.id
            if order.x_fc_assessment_start_date:
                res['assessment_start_date'] = order.x_fc_assessment_start_date
            else:
                res['assessment_start_date'] = fields.Date.context_today(self)
        return res

    def action_complete(self):
        """Mark assessment as completed."""
        self.ensure_one()

        order = self.sale_order_id
        current_status = order.x_fc_adp_application_status
        is_override = current_status == 'quotation'

        if current_status not in ('quotation', 'assessment_scheduled'):
            raise UserError(
                _("Can only complete assessment from 'Quotation' or 'Assessment Scheduled' status.")
            )

        if is_override and not (self.override_reason or '').strip():
            raise UserError(
                _("Override Reason is mandatory when skipping the assessment scheduling step. "
                  "Please explain why this assessment was completed without being scheduled through the system.")
            )

        if self.completion_date < self.assessment_start_date:
            raise UserError(
                _("Completion date (%s) cannot be before assessment start date (%s).")
                % (self.completion_date, self.assessment_start_date)
            )

        write_vals = {
            'x_fc_adp_application_status': 'assessment_completed',
            'x_fc_assessment_end_date': self.completion_date,
        }
        if is_override or not order.x_fc_assessment_start_date:
            write_vals['x_fc_assessment_start_date'] = self.assessment_start_date

        order.with_context(skip_status_validation=True).write(write_vals)

        if is_override:
            override_html = Markup(
                '<div style="background:#fff3cd;border-left:4px solid #ffc107;padding:12px;margin:8px 0;border-radius:4px;">'
                '<h4 style="color:#856404;margin:0 0 8px 0;">'
                '<i class="fa fa-exclamation-triangle"/> Assessment Scheduling Override</h4>'
                '<p style="margin:0;"><strong>Override by:</strong> %s</p>'
                '<p style="margin:4px 0 0 0;"><strong>Reason:</strong> %s</p>'
                '<p style="margin:4px 0 0 0;"><strong>Assessment Date:</strong> %s to %s</p>'
                '%s'
                '</div>'
            ) % (
                self.env.user.name,
                self.override_reason.strip(),
                self.assessment_start_date.strftime("%B %d, %Y"),
                self.completion_date.strftime("%B %d, %Y"),
                Markup('<p style="margin:4px 0 0 0;"><strong>Notes:</strong> %s</p>') % self.notes if self.notes else Markup(''),
            )
            order.message_post(
                body=override_html,
                message_type='notification',
                subtype_xmlid='mail.mt_note',
            )
        else:
            notes_html = (
                Markup('<p style="margin:4px 0 0 0;"><strong>Notes:</strong> %s</p>') % self.notes
            ) if self.notes else Markup('')

            order.message_post(
                body=Markup(
                    '<div style="background:#d4edda;border-left:4px solid #28a745;padding:12px;margin:8px 0;border-radius:4px;">'
                    '<h4 style="color:#28a745;margin:0 0 8px 0;">'
                    '<i class="fa fa-check-square-o"/> Assessment Completed</h4>'
                    '<p style="margin:0;"><strong>Completion Date:</strong> %s</p>'
                    '%s'
                    '</div>'
                ) % (self.completion_date.strftime("%B %d, %Y"), notes_html),
                message_type='notification',
                subtype_xmlid='mail.mt_note',
            )

        if self.notify_authorizer:
            self._send_backend_completion_email(order, is_override)

        return {'type': 'ir.actions.act_window_close'}

    def _send_backend_completion_email(self, order, is_override):
        """Send assessment completion email when done from backend."""
        self.ensure_one()

        if not order._email_is_enabled():
            return

        authorizer = order.x_fc_authorizer_id
        if not authorizer or not authorizer.email:
            _logger.info("No authorizer email for %s, skipping notification", order.name)
            return

        to_email = authorizer.email
        cc_emails = []
        if order.user_id and order.user_id.email:
            cc_emails.append(order.user_id.email)
        company = self.env.company
        office_partners = company.sudo().x_fc_office_notification_ids
        cc_emails.extend([p.email for p in office_partners if p.email])

        client_name = order.partner_id.name or 'Client'
        override_note = ''
        if is_override:
            override_note = (
                '<div style="background:#fff3cd;border-left:3px solid #ffc107;padding:8px 12px;'
                'margin:12px 0;border-radius:4px;">'
                '<strong>Note:</strong> This assessment was completed without being scheduled '
                'through the system. '
                f'<strong>Reason:</strong> {self.override_reason.strip()}'
                '</div>'
            )

        sections = [
            ('Assessment Details', [
                ('Client', client_name),
                ('Case', order.name),
                ('Assessment Date', f"{self.assessment_start_date.strftime('%B %d, %Y')} to {self.completion_date.strftime('%B %d, %Y')}"),
                ('Completed by', self.env.user.name),
            ]),
        ]
        if self.notes:
            sections.append(('Notes', [('', self.notes)]))

        summary = (
            f'The assessment for <strong>{client_name}</strong> ({order.name}) '
            f'has been completed on {self.completion_date.strftime("%B %d, %Y")}.'
        )
        if is_override:
            summary += f' {override_note}'

        email_body = order._email_build(
            title='Assessment Completed',
            summary=summary,
            email_type='success',
            sections=sections,
            note='<strong>Next step:</strong> Please submit the ADP application '
                 '(including pages 11-12 signed by the client) so we can proceed.',
            button_url=f'{order.get_base_url()}/web#id={order.id}&model=sale.order&view_type=form',
            button_text='View Case',
            sender_name=order.user_id.name if order.user_id else 'The Team',
        )

        try:
            self.env['mail.mail'].sudo().create({
                'subject': f'Assessment Completed - {client_name} - {order.name}',
                'body_html': email_body,
                'email_to': to_email,
                'email_cc': ', '.join(cc_emails) if cc_emails else False,
                'model': 'sale.order',
                'res_id': order.id,
                'auto_delete': True,
            }).send()

            order.message_post(
                body=Markup(
                    '<div class="alert alert-info" role="alert">'
                    '<strong>Assessment Completed email sent</strong>'
                    '<ul class="mb-0 mt-1"><li>To: %s</li>'
                    '<li>CC: %s</li></ul></div>'
                ) % (to_email, ', '.join(cc_emails) or 'None'),
                message_type='notification',
                subtype_xmlid='mail.mt_note',
            )
            _logger.info("Sent backend assessment completed email for %s", order.name)
        except Exception as e:
            _logger.error("Failed to send assessment completed email for %s: %s", order.name, e)