1340 lines
74 KiB
XML
1340 lines
74 KiB
XML
<?xml version="1.0" encoding="UTF-8"?>
|
|
<!--
|
|
Copyright 2024-2025 Nexa Systems Inc.
|
|
License OPL-1 (Odoo Proprietary License v1.0)
|
|
Part of the Fusion Claim Assistant product family.
|
|
-->
|
|
<odoo>
|
|
<!-- ===================================================================== -->
|
|
<!-- ADP DEVICE CODES VIEWS -->
|
|
<!-- ===================================================================== -->
|
|
|
|
<!-- Device Codes List View -->
|
|
<record id="view_fusion_adp_device_code_list" model="ir.ui.view">
|
|
<field name="name">fusion.adp.device.code.list</field>
|
|
<field name="model">fusion.adp.device.code</field>
|
|
<field name="arch" type="xml">
|
|
<list string="ADP Device Codes">
|
|
<field name="device_code"/>
|
|
<field name="device_type"/>
|
|
<field name="manufacturer" optional="show"/>
|
|
<field name="device_description" optional="hide"/>
|
|
<field name="adp_price"/>
|
|
<field name="max_quantity"/>
|
|
<field name="sn_required"/>
|
|
<field name="last_updated" optional="hide"/>
|
|
</list>
|
|
</field>
|
|
</record>
|
|
|
|
<!-- Device Codes Form View -->
|
|
<record id="view_fusion_adp_device_code_form" model="ir.ui.view">
|
|
<field name="name">fusion.adp.device.code.form</field>
|
|
<field name="model">fusion.adp.device.code</field>
|
|
<field name="arch" type="xml">
|
|
<form string="ADP Device Code">
|
|
<sheet>
|
|
<div class="oe_title">
|
|
<label for="device_code"/>
|
|
<h1>
|
|
<field name="device_code" placeholder="Device Code"/>
|
|
</h1>
|
|
</div>
|
|
<group>
|
|
<group string="Device Information">
|
|
<field name="device_type"/>
|
|
<field name="manufacturer"/>
|
|
<field name="device_description"/>
|
|
</group>
|
|
<group string="Pricing">
|
|
<field name="adp_price"/>
|
|
<field name="max_quantity"/>
|
|
</group>
|
|
</group>
|
|
<group>
|
|
<group string="Requirements">
|
|
<field name="sn_required"/>
|
|
<field name="active"/>
|
|
</group>
|
|
<group string="Tracking">
|
|
<field name="last_updated" readonly="1"/>
|
|
</group>
|
|
</group>
|
|
</sheet>
|
|
</form>
|
|
</field>
|
|
</record>
|
|
|
|
<!-- Device Codes Search View -->
|
|
<record id="view_fusion_adp_device_code_search" model="ir.ui.view">
|
|
<field name="name">fusion.adp.device.code.search</field>
|
|
<field name="model">fusion.adp.device.code</field>
|
|
<field name="arch" type="xml">
|
|
<search string="Search Device Codes">
|
|
<field name="device_code"/>
|
|
<field name="device_type"/>
|
|
<field name="manufacturer"/>
|
|
<field name="device_description"/>
|
|
<separator/>
|
|
<filter string="Serial Required" name="sn_required" domain="[('sn_required', '=', True)]"/>
|
|
<separator/>
|
|
<filter string="Device Type" name="group_device_type" context="{'group_by': 'device_type'}"/>
|
|
<filter string="Manufacturer" name="group_manufacturer" context="{'group_by': 'manufacturer'}"/>
|
|
</search>
|
|
</field>
|
|
</record>
|
|
|
|
<!-- Device Codes Action -->
|
|
<record id="action_fusion_adp_device_codes" model="ir.actions.act_window">
|
|
<field name="name">ADP Device Codes</field>
|
|
<field name="res_model">fusion.adp.device.code</field>
|
|
<field name="view_mode">list,form</field>
|
|
<field name="help" type="html">
|
|
<p class="o_view_nocontent_smiling_face">
|
|
Import ADP Device Codes from Mobility Manual
|
|
</p>
|
|
<p>
|
|
Device codes define the maximum price ADP will cover for each device,
|
|
the maximum quantity per claim, and whether a serial number is required.
|
|
</p>
|
|
</field>
|
|
</record>
|
|
|
|
<!-- ===================================================================== -->
|
|
<!-- ADP SALE ORDER VIEWS -->
|
|
<!-- ===================================================================== -->
|
|
|
|
<!-- Sale Order Kanban for ADP Status -->
|
|
<record id="view_sale_order_kanban_adp" model="ir.ui.view">
|
|
<field name="name">sale.order.kanban.adp</field>
|
|
<field name="model">sale.order</field>
|
|
<field name="arch" type="xml">
|
|
<kanban class="o_kanban_mobile" default_group_by="x_fc_adp_application_status"
|
|
group_create="0" group_delete="0" group_edit="0"
|
|
records_draggable="0">
|
|
<field name="name"/>
|
|
<field name="partner_id"/>
|
|
<field name="amount_total"/>
|
|
<field name="x_fc_adp_portion_total"/>
|
|
<field name="x_fc_client_portion_total"/>
|
|
<field name="x_fc_adp_application_status"/>
|
|
<field name="x_fc_claim_number"/>
|
|
<field name="x_fc_client_type"/>
|
|
<field name="date_order"/>
|
|
<field name="currency_id"/>
|
|
<templates>
|
|
<t t-name="card">
|
|
<div class="row">
|
|
<div class="col-8">
|
|
<strong><field name="name"/></strong>
|
|
</div>
|
|
<div class="col-4 text-end">
|
|
<field name="x_fc_adp_application_status" widget="badge"/>
|
|
</div>
|
|
</div>
|
|
<div class="row">
|
|
<div class="col-12">
|
|
<field name="partner_id"/>
|
|
</div>
|
|
</div>
|
|
<div class="row mt-2">
|
|
<div class="col-6">
|
|
<small class="text-muted">Claim:</small><br/>
|
|
<field name="x_fc_claim_number"/>
|
|
</div>
|
|
<div class="col-6 text-end">
|
|
<small class="text-muted">Client Type:</small><br/>
|
|
<field name="x_fc_client_type"/>
|
|
</div>
|
|
</div>
|
|
<div class="row mt-2">
|
|
<div class="col-6">
|
|
<small class="text-muted">ADP Portion:</small><br/>
|
|
<field name="x_fc_adp_portion_total" widget="monetary"/>
|
|
</div>
|
|
<div class="col-6 text-end">
|
|
<small class="text-muted">Client Portion:</small><br/>
|
|
<field name="x_fc_client_portion_total" widget="monetary"/>
|
|
</div>
|
|
</div>
|
|
<div class="row mt-2 border-top pt-2">
|
|
<div class="col-12 text-end">
|
|
<strong>Total: <field name="amount_total" widget="monetary"/></strong>
|
|
</div>
|
|
</div>
|
|
</t>
|
|
</templates>
|
|
</kanban>
|
|
</field>
|
|
</record>
|
|
|
|
<!-- ADP Sales List View -->
|
|
<record id="view_sale_order_list_adp" model="ir.ui.view">
|
|
<field name="name">sale.order.list.adp</field>
|
|
<field name="model">sale.order</field>
|
|
<field name="arch" type="xml">
|
|
<list string="ADP Sales" default_order="date_order desc, id desc">
|
|
<field name="x_fc_status_sequence" column_invisible="1"/>
|
|
|
|
<!-- Always visible -->
|
|
<field name="name" string="Order"/>
|
|
<field name="date_order" string="Date" optional="show"/>
|
|
<field name="partner_id" string="Client"/>
|
|
<field name="x_fc_claim_number" optional="show"/>
|
|
<field name="x_fc_adp_application_status" widget="badge"
|
|
decoration-info="x_fc_adp_application_status in ('quotation','assessment_scheduled','assessment_completed','waiting_for_application')"
|
|
decoration-warning="x_fc_adp_application_status in ('needs_correction','on_hold','ready_submission')"
|
|
decoration-success="x_fc_adp_application_status in ('approved','approved_deduction','billed','case_closed')"
|
|
decoration-danger="x_fc_adp_application_status in ('denied','rejected','cancelled','expired','withdrawn')"
|
|
optional="show"/>
|
|
|
|
<!-- Client / Sale info -->
|
|
<field name="x_fc_sale_type" optional="hide"/>
|
|
<field name="x_fc_client_type" optional="show"/>
|
|
<field name="x_fc_authorizer_id" optional="hide"/>
|
|
<field name="user_id" string="Sales Rep" optional="hide"/>
|
|
<field name="x_fc_client_ref_1" string="Ref 1" optional="hide"/>
|
|
<field name="x_fc_client_ref_2" string="Ref 2" optional="hide"/>
|
|
|
|
<!-- Key dates -->
|
|
<field name="x_fc_assessment_start_date" optional="hide"/>
|
|
<field name="x_fc_assessment_end_date" optional="hide"/>
|
|
<field name="x_fc_claim_authorization_date" string="Authorization Date" optional="hide"/>
|
|
<field name="x_fc_claim_submission_date" string="Submission Date" optional="hide"/>
|
|
<field name="x_fc_claim_approval_date" string="Approval Date" optional="hide"/>
|
|
<field name="x_fc_adp_delivery_date" string="Delivery Date" optional="hide"/>
|
|
<field name="x_fc_billing_date" optional="hide"/>
|
|
|
|
<!-- Reason / Funding -->
|
|
<field name="x_fc_reason_for_application" optional="hide"/>
|
|
<field name="x_fc_previous_funding_date" optional="hide"/>
|
|
<field name="x_fc_early_delivery" optional="hide"/>
|
|
|
|
<!-- Amounts -->
|
|
<field name="x_fc_adp_portion_total" widget="monetary" sum="Total ADP" optional="show"/>
|
|
<field name="x_fc_client_portion_total" widget="monetary" sum="Total Client" optional="show"/>
|
|
<field name="amount_total" widget="monetary" sum="Grand Total" optional="show"/>
|
|
|
|
<!-- Loaner / Status -->
|
|
<field name="x_fc_loaner_count" string="Loaners" optional="hide"/>
|
|
<field name="x_fc_on_hold_date" optional="hide"/>
|
|
<field name="x_fc_case_locked" optional="hide"/>
|
|
<field name="state" widget="badge" decoration-success="state == 'sale'"
|
|
decoration-info="state == 'draft'" optional="hide"/>
|
|
</list>
|
|
</field>
|
|
</record>
|
|
|
|
<!-- ===================================================================== -->
|
|
<!-- ADP SALE ORDER SEARCH VIEW -->
|
|
<!-- ===================================================================== -->
|
|
<record id="view_sale_order_search_adp" model="ir.ui.view">
|
|
<field name="name">sale.order.search.adp</field>
|
|
<field name="model">sale.order</field>
|
|
<field name="arch" type="xml">
|
|
<search string="Search ADP Orders">
|
|
<field name="name"/>
|
|
<field name="partner_id"/>
|
|
<field name="x_fc_claim_number"/>
|
|
<field name="x_fc_authorizer_id"/>
|
|
<field name="x_fc_client_ref_1" string="Client Reference 1"/>
|
|
<field name="x_fc_client_ref_2" string="Client Reference 2"/>
|
|
<separator/>
|
|
<!-- Status Filters - Active Workflow -->
|
|
<filter string="Quotation" name="filter_quotation"
|
|
domain="[('x_fc_adp_application_status', '=', 'quotation')]"/>
|
|
<filter string="Assessment Scheduled" name="filter_assessment_scheduled"
|
|
domain="[('x_fc_adp_application_status', '=', 'assessment_scheduled')]"/>
|
|
<filter string="Assessment Completed" name="filter_assessment_completed"
|
|
domain="[('x_fc_adp_application_status', '=', 'assessment_completed')]"/>
|
|
<filter string="Waiting for Application" name="filter_waiting_for_application"
|
|
domain="[('x_fc_adp_application_status', '=', 'waiting_for_application')]"/>
|
|
<filter string="Application Received" name="filter_application_received"
|
|
domain="[('x_fc_adp_application_status', '=', 'application_received')]"/>
|
|
<filter string="Ready for Submission" name="filter_ready_submission"
|
|
domain="[('x_fc_adp_application_status', '=', 'ready_submission')]"/>
|
|
<filter string="Submitted" name="filter_submitted"
|
|
domain="[('x_fc_adp_application_status', '=', 'submitted')]"/>
|
|
<filter string="Accepted by ADP" name="filter_accepted"
|
|
domain="[('x_fc_adp_application_status', '=', 'accepted')]"/>
|
|
<filter string="Rejected by ADP" name="filter_rejected"
|
|
domain="[('x_fc_adp_application_status', '=', 'rejected')]"/>
|
|
<filter string="Resubmitted" name="filter_resubmitted"
|
|
domain="[('x_fc_adp_application_status', '=', 'resubmitted')]"/>
|
|
<filter string="Needs Correction" name="filter_needs_correction"
|
|
domain="[('x_fc_adp_application_status', '=', 'needs_correction')]"/>
|
|
<filter string="Approved" name="filter_approved"
|
|
domain="[('x_fc_adp_application_status', '=', 'approved')]"/>
|
|
<filter string="Approved with Deduction" name="filter_approved_deduction"
|
|
domain="[('x_fc_adp_application_status', '=', 'approved_deduction')]"/>
|
|
<filter string="Ready for Delivery" name="filter_ready_delivery"
|
|
domain="[('x_fc_adp_application_status', '=', 'ready_delivery')]"/>
|
|
<filter string="Ready to Bill" name="filter_ready_bill"
|
|
domain="[('x_fc_adp_application_status', '=', 'ready_bill')]"/>
|
|
<filter string="Billed to ADP" name="filter_billed"
|
|
domain="[('x_fc_adp_application_status', '=', 'billed')]"/>
|
|
<filter string="Case Closed" name="filter_case_closed"
|
|
domain="[('x_fc_adp_application_status', '=', 'case_closed')]"/>
|
|
<separator/>
|
|
<!-- Special Status Filters -->
|
|
<filter string="On Hold" name="filter_on_hold"
|
|
domain="[('x_fc_adp_application_status', '=', 'on_hold')]"/>
|
|
<filter string="Withdrawn" name="filter_withdrawn"
|
|
domain="[('x_fc_adp_application_status', '=', 'withdrawn')]"/>
|
|
<filter string="Denied" name="filter_denied"
|
|
domain="[('x_fc_adp_application_status', '=', 'denied')]"/>
|
|
<filter string="Cancelled" name="filter_cancelled"
|
|
domain="[('x_fc_adp_application_status', '=', 'cancelled')]"/>
|
|
<filter string="Expired" name="filter_expired"
|
|
domain="[('x_fc_adp_application_status', '=', 'expired')]"/>
|
|
<separator/>
|
|
<!-- Group By -->
|
|
<filter string="Status" name="group_status" context="{'group_by': 'x_fc_adp_application_status'}"/>
|
|
<filter string="Client Type" name="group_client_type" context="{'group_by': 'x_fc_client_type'}"/>
|
|
<filter string="Authorizer" name="group_authorizer" context="{'group_by': 'x_fc_authorizer_id'}"/>
|
|
<filter string="Reason for Application" name="group_reason" context="{'group_by': 'x_fc_reason_for_application'}"/>
|
|
<filter string="Sale Type" name="group_sale_type" context="{'group_by': 'x_fc_sale_type'}"/>
|
|
<filter string="Salesperson" name="group_salesperson" context="{'group_by': 'user_id'}"/>
|
|
<filter string="Create Month" name="group_create_month" context="{'group_by': 'create_date:month'}"/>
|
|
<filter string="Create Quarter" name="group_create_quarter" context="{'group_by': 'create_date:quarter'}"/>
|
|
<filter string="Create Year" name="group_create_year" context="{'group_by': 'create_date:year'}"/>
|
|
</search>
|
|
</field>
|
|
</record>
|
|
|
|
<!-- ===================================================================== -->
|
|
<!-- DASHBOARD VIEWS (Graph and Pivot) -->
|
|
<!-- ===================================================================== -->
|
|
|
|
<!-- Dashboard Graph View -->
|
|
<record id="view_sale_order_graph_fusion" model="ir.ui.view">
|
|
<field name="name">sale.order.graph.fusion.claims</field>
|
|
<field name="model">sale.order</field>
|
|
<field name="arch" type="xml">
|
|
<graph string="Claims Dashboard" type="bar" sample="1">
|
|
<field name="x_fc_sale_type"/>
|
|
<field name="amount_total" type="measure"/>
|
|
</graph>
|
|
</field>
|
|
</record>
|
|
|
|
<!-- Dashboard Pivot View -->
|
|
<record id="view_sale_order_pivot_fusion" model="ir.ui.view">
|
|
<field name="name">sale.order.pivot.fusion.claims</field>
|
|
<field name="model">sale.order</field>
|
|
<field name="arch" type="xml">
|
|
<pivot string="Claims Analysis" sample="1">
|
|
<field name="x_fc_sale_type" type="row"/>
|
|
<field name="amount_total" type="measure"/>
|
|
</pivot>
|
|
</field>
|
|
</record>
|
|
|
|
<!-- ===================================================================== -->
|
|
<!-- ADP CLAIMS MENU ACTIONS -->
|
|
<!-- ===================================================================== -->
|
|
|
|
<!-- Dashboard action is defined in dashboard_views.xml -->
|
|
|
|
<!-- All ADP Orders -->
|
|
<record id="action_adp_orders_all" model="ir.actions.act_window">
|
|
<field name="name">All ADP Orders</field>
|
|
<field name="res_model">sale.order</field>
|
|
<field name="view_mode">list,kanban,form</field>
|
|
<field name="view_ids" eval="[(5, 0, 0),
|
|
(0, 0, {'view_mode': 'list', 'view_id': ref('view_sale_order_list_adp')}),
|
|
(0, 0, {'view_mode': 'kanban', 'view_id': ref('view_sale_order_kanban_adp')})]"/>
|
|
<field name="search_view_id" ref="view_sale_order_search_adp"/>
|
|
<field name="domain">[('x_fc_is_adp_sale', '=', True)]</field>
|
|
<field name="context">{'default_x_fc_sale_type': 'adp', 'search_default_my_quotation': 1}</field>
|
|
<field name="help" type="html">
|
|
<p class="o_view_nocontent_smiling_face">
|
|
Create your first ADP sale order
|
|
</p>
|
|
</field>
|
|
</record>
|
|
|
|
<!-- 1. Quotation Stage -->
|
|
<record id="action_adp_quotations" model="ir.actions.act_window">
|
|
<field name="name">Quotation Stage</field>
|
|
<field name="res_model">sale.order</field>
|
|
<field name="view_mode">list,kanban,form</field>
|
|
<field name="view_ids" eval="[(5, 0, 0),
|
|
(0, 0, {'view_mode': 'list', 'view_id': ref('view_sale_order_list_adp')}),
|
|
(0, 0, {'view_mode': 'kanban', 'view_id': ref('view_sale_order_kanban_adp')})]"/>
|
|
<field name="search_view_id" ref="view_sale_order_search_adp"/>
|
|
<field name="domain">[('x_fc_is_adp_sale', '=', True), ('x_fc_adp_application_status', '=', 'quotation')]</field>
|
|
<field name="context">{'default_x_fc_sale_type': 'adp'}</field>
|
|
</record>
|
|
|
|
<!-- 2. Assessment Scheduled -->
|
|
<record id="action_adp_assessment_scheduled" model="ir.actions.act_window">
|
|
<field name="name">Assessment Scheduled</field>
|
|
<field name="res_model">sale.order</field>
|
|
<field name="view_mode">list,kanban,form</field>
|
|
<field name="view_ids" eval="[(5, 0, 0),
|
|
(0, 0, {'view_mode': 'list', 'view_id': ref('view_sale_order_list_adp')}),
|
|
(0, 0, {'view_mode': 'kanban', 'view_id': ref('view_sale_order_kanban_adp')})]"/>
|
|
<field name="search_view_id" ref="view_sale_order_search_adp"/>
|
|
<field name="domain">[('x_fc_is_adp_sale', '=', True), ('x_fc_adp_application_status', '=', 'assessment_scheduled')]</field>
|
|
</record>
|
|
|
|
<!-- 3. Assessment Completed / Waiting for Application -->
|
|
<record id="action_adp_assessment_completed" model="ir.actions.act_window">
|
|
<field name="name">Waiting for Application</field>
|
|
<field name="res_model">sale.order</field>
|
|
<field name="view_mode">list,kanban,form</field>
|
|
<field name="view_ids" eval="[(5, 0, 0),
|
|
(0, 0, {'view_mode': 'list', 'view_id': ref('view_sale_order_list_adp')}),
|
|
(0, 0, {'view_mode': 'kanban', 'view_id': ref('view_sale_order_kanban_adp')})]"/>
|
|
<field name="search_view_id" ref="view_sale_order_search_adp"/>
|
|
<field name="domain">[('x_fc_is_adp_sale', '=', True), ('x_fc_adp_application_status', 'in', ('assessment_completed', 'waiting_for_application'))]</field>
|
|
</record>
|
|
|
|
<!-- 4. Application Received -->
|
|
<record id="action_adp_application_received" model="ir.actions.act_window">
|
|
<field name="name">Application Received</field>
|
|
<field name="res_model">sale.order</field>
|
|
<field name="view_mode">list,kanban,form</field>
|
|
<field name="view_ids" eval="[(5, 0, 0),
|
|
(0, 0, {'view_mode': 'list', 'view_id': ref('view_sale_order_list_adp')}),
|
|
(0, 0, {'view_mode': 'kanban', 'view_id': ref('view_sale_order_kanban_adp')})]"/>
|
|
<field name="search_view_id" ref="view_sale_order_search_adp"/>
|
|
<field name="domain">[('x_fc_is_adp_sale', '=', True), ('x_fc_adp_application_status', '=', 'application_received')]</field>
|
|
</record>
|
|
|
|
<!-- 5. Ready for Submission -->
|
|
<record id="action_adp_ready_submission" model="ir.actions.act_window">
|
|
<field name="name">Ready for Submission</field>
|
|
<field name="res_model">sale.order</field>
|
|
<field name="view_mode">list,kanban,form</field>
|
|
<field name="view_ids" eval="[(5, 0, 0),
|
|
(0, 0, {'view_mode': 'list', 'view_id': ref('view_sale_order_list_adp')}),
|
|
(0, 0, {'view_mode': 'kanban', 'view_id': ref('view_sale_order_kanban_adp')})]"/>
|
|
<field name="search_view_id" ref="view_sale_order_search_adp"/>
|
|
<field name="domain">[('x_fc_is_adp_sale', '=', True), ('x_fc_adp_application_status', '=', 'ready_submission')]</field>
|
|
</record>
|
|
|
|
<!-- 6. Application Submitted -->
|
|
<record id="action_adp_pending_approval" model="ir.actions.act_window">
|
|
<field name="name">Application Submitted</field>
|
|
<field name="res_model">sale.order</field>
|
|
<field name="view_mode">list,kanban,form</field>
|
|
<field name="view_ids" eval="[(5, 0, 0),
|
|
(0, 0, {'view_mode': 'list', 'view_id': ref('view_sale_order_list_adp')}),
|
|
(0, 0, {'view_mode': 'kanban', 'view_id': ref('view_sale_order_kanban_adp')})]"/>
|
|
<field name="search_view_id" ref="view_sale_order_search_adp"/>
|
|
<field name="domain">[('x_fc_is_adp_sale', '=', True), ('x_fc_adp_application_status', 'in', ['submitted', 'resubmitted'])]</field>
|
|
</record>
|
|
|
|
<!-- 6b. Accepted by ADP -->
|
|
<record id="action_adp_accepted" model="ir.actions.act_window">
|
|
<field name="name">Accepted by ADP</field>
|
|
<field name="res_model">sale.order</field>
|
|
<field name="view_mode">list,kanban,form</field>
|
|
<field name="view_ids" eval="[(5, 0, 0),
|
|
(0, 0, {'view_mode': 'list', 'view_id': ref('view_sale_order_list_adp')}),
|
|
(0, 0, {'view_mode': 'kanban', 'view_id': ref('view_sale_order_kanban_adp')})]"/>
|
|
<field name="search_view_id" ref="view_sale_order_search_adp"/>
|
|
<field name="domain">[('x_fc_is_adp_sale', '=', True), ('x_fc_adp_application_status', '=', 'accepted')]</field>
|
|
</record>
|
|
|
|
<!-- 6c. Rejected by ADP -->
|
|
<record id="action_adp_rejected" model="ir.actions.act_window">
|
|
<field name="name">Rejected by ADP</field>
|
|
<field name="res_model">sale.order</field>
|
|
<field name="view_mode">list,kanban,form</field>
|
|
<field name="view_ids" eval="[(5, 0, 0),
|
|
(0, 0, {'view_mode': 'list', 'view_id': ref('view_sale_order_list_adp')}),
|
|
(0, 0, {'view_mode': 'kanban', 'view_id': ref('view_sale_order_kanban_adp')})]"/>
|
|
<field name="search_view_id" ref="view_sale_order_search_adp"/>
|
|
<field name="domain">[('x_fc_is_adp_sale', '=', True), ('x_fc_adp_application_status', '=', 'rejected')]</field>
|
|
</record>
|
|
|
|
<!-- 7. Needs Correction -->
|
|
<record id="action_adp_needs_correction" model="ir.actions.act_window">
|
|
<field name="name">Needs Correction</field>
|
|
<field name="res_model">sale.order</field>
|
|
<field name="view_mode">list,kanban,form</field>
|
|
<field name="view_ids" eval="[(5, 0, 0),
|
|
(0, 0, {'view_mode': 'list', 'view_id': ref('view_sale_order_list_adp')}),
|
|
(0, 0, {'view_mode': 'kanban', 'view_id': ref('view_sale_order_kanban_adp')})]"/>
|
|
<field name="search_view_id" ref="view_sale_order_search_adp"/>
|
|
<field name="domain">[('x_fc_is_adp_sale', '=', True), ('x_fc_adp_application_status', '=', 'needs_correction')]</field>
|
|
</record>
|
|
|
|
<!-- 8. Application Approved -->
|
|
<record id="action_adp_approved" model="ir.actions.act_window">
|
|
<field name="name">Application Approved</field>
|
|
<field name="res_model">sale.order</field>
|
|
<field name="view_mode">list,kanban,form</field>
|
|
<field name="view_ids" eval="[(5, 0, 0),
|
|
(0, 0, {'view_mode': 'list', 'view_id': ref('view_sale_order_list_adp')}),
|
|
(0, 0, {'view_mode': 'kanban', 'view_id': ref('view_sale_order_kanban_adp')})]"/>
|
|
<field name="search_view_id" ref="view_sale_order_search_adp"/>
|
|
<field name="domain">[('x_fc_is_adp_sale', '=', True), ('x_fc_adp_application_status', 'in', ['approved', 'approved_deduction'])]</field>
|
|
</record>
|
|
|
|
<!-- 9. Ready for Delivery -->
|
|
<record id="action_adp_ready_delivery" model="ir.actions.act_window">
|
|
<field name="name">Ready for Delivery</field>
|
|
<field name="res_model">sale.order</field>
|
|
<field name="view_mode">list,kanban,form</field>
|
|
<field name="view_ids" eval="[(5, 0, 0),
|
|
(0, 0, {'view_mode': 'list', 'view_id': ref('view_sale_order_list_adp')}),
|
|
(0, 0, {'view_mode': 'kanban', 'view_id': ref('view_sale_order_kanban_adp')})]"/>
|
|
<field name="search_view_id" ref="view_sale_order_search_adp"/>
|
|
<field name="domain">[('x_fc_is_adp_sale', '=', True), ('x_fc_adp_application_status', '=', 'ready_delivery')]</field>
|
|
</record>
|
|
|
|
<!-- 10. Ready for Billing -->
|
|
<record id="action_adp_ready_billing" model="ir.actions.act_window">
|
|
<field name="name">Ready for Billing</field>
|
|
<field name="res_model">sale.order</field>
|
|
<field name="view_mode">list,kanban,form</field>
|
|
<field name="view_ids" eval="[(5, 0, 0),
|
|
(0, 0, {'view_mode': 'list', 'view_id': ref('view_sale_order_list_adp')}),
|
|
(0, 0, {'view_mode': 'kanban', 'view_id': ref('view_sale_order_kanban_adp')})]"/>
|
|
<field name="search_view_id" ref="view_sale_order_search_adp"/>
|
|
<field name="domain">[('x_fc_is_adp_sale', '=', True), ('x_fc_adp_application_status', '=', 'ready_bill')]</field>
|
|
</record>
|
|
|
|
<!-- 10. Billed to ADP -->
|
|
<record id="action_adp_billed" model="ir.actions.act_window">
|
|
<field name="name">Billed to ADP</field>
|
|
<field name="res_model">sale.order</field>
|
|
<field name="view_mode">list,kanban,form</field>
|
|
<field name="view_ids" eval="[(5, 0, 0),
|
|
(0, 0, {'view_mode': 'list', 'view_id': ref('view_sale_order_list_adp')}),
|
|
(0, 0, {'view_mode': 'kanban', 'view_id': ref('view_sale_order_kanban_adp')})]"/>
|
|
<field name="search_view_id" ref="view_sale_order_search_adp"/>
|
|
<field name="domain">[('x_fc_is_adp_sale', '=', True), ('x_fc_adp_application_status', '=', 'billed')]</field>
|
|
</record>
|
|
|
|
<!-- 11. Case Closed -->
|
|
<record id="action_adp_closed" model="ir.actions.act_window">
|
|
<field name="name">Case Closed</field>
|
|
<field name="res_model">sale.order</field>
|
|
<field name="view_mode">list,kanban,form</field>
|
|
<field name="view_ids" eval="[(5, 0, 0),
|
|
(0, 0, {'view_mode': 'list', 'view_id': ref('view_sale_order_list_adp')}),
|
|
(0, 0, {'view_mode': 'kanban', 'view_id': ref('view_sale_order_kanban_adp')})]"/>
|
|
<field name="search_view_id" ref="view_sale_order_search_adp"/>
|
|
<field name="domain">[('x_fc_is_adp_sale', '=', True), ('x_fc_adp_application_status', '=', 'case_closed')]</field>
|
|
</record>
|
|
|
|
<!-- ===================================================================== -->
|
|
<!-- SPECIAL STATUS ACTIONS -->
|
|
<!-- ===================================================================== -->
|
|
|
|
<!-- On Hold -->
|
|
<record id="action_adp_on_hold" model="ir.actions.act_window">
|
|
<field name="name">On Hold</field>
|
|
<field name="res_model">sale.order</field>
|
|
<field name="view_mode">list,kanban,form</field>
|
|
<field name="view_ids" eval="[(5, 0, 0),
|
|
(0, 0, {'view_mode': 'list', 'view_id': ref('view_sale_order_list_adp')}),
|
|
(0, 0, {'view_mode': 'kanban', 'view_id': ref('view_sale_order_kanban_adp')})]"/>
|
|
<field name="search_view_id" ref="view_sale_order_search_adp"/>
|
|
<field name="domain">[('x_fc_is_adp_sale', '=', True), ('x_fc_adp_application_status', '=', 'on_hold')]</field>
|
|
</record>
|
|
|
|
<!-- Withdrawn -->
|
|
<record id="action_adp_withdrawn" model="ir.actions.act_window">
|
|
<field name="name">Withdrawn</field>
|
|
<field name="res_model">sale.order</field>
|
|
<field name="view_mode">list,kanban,form</field>
|
|
<field name="view_ids" eval="[(5, 0, 0),
|
|
(0, 0, {'view_mode': 'list', 'view_id': ref('view_sale_order_list_adp')}),
|
|
(0, 0, {'view_mode': 'kanban', 'view_id': ref('view_sale_order_kanban_adp')})]"/>
|
|
<field name="search_view_id" ref="view_sale_order_search_adp"/>
|
|
<field name="domain">[('x_fc_is_adp_sale', '=', True), ('x_fc_adp_application_status', '=', 'withdrawn')]</field>
|
|
</record>
|
|
|
|
<!-- Denied -->
|
|
<record id="action_adp_denied" model="ir.actions.act_window">
|
|
<field name="name">Denied</field>
|
|
<field name="res_model">sale.order</field>
|
|
<field name="view_mode">list,kanban,form</field>
|
|
<field name="view_ids" eval="[(5, 0, 0),
|
|
(0, 0, {'view_mode': 'list', 'view_id': ref('view_sale_order_list_adp')}),
|
|
(0, 0, {'view_mode': 'kanban', 'view_id': ref('view_sale_order_kanban_adp')})]"/>
|
|
<field name="search_view_id" ref="view_sale_order_search_adp"/>
|
|
<field name="domain">[('x_fc_is_adp_sale', '=', True), ('x_fc_adp_application_status', '=', 'denied')]</field>
|
|
</record>
|
|
|
|
<!-- Cancelled -->
|
|
<record id="action_adp_cancelled" model="ir.actions.act_window">
|
|
<field name="name">Cancelled</field>
|
|
<field name="res_model">sale.order</field>
|
|
<field name="view_mode">list,kanban,form</field>
|
|
<field name="view_ids" eval="[(5, 0, 0),
|
|
(0, 0, {'view_mode': 'list', 'view_id': ref('view_sale_order_list_adp')}),
|
|
(0, 0, {'view_mode': 'kanban', 'view_id': ref('view_sale_order_kanban_adp')})]"/>
|
|
<field name="search_view_id" ref="view_sale_order_search_adp"/>
|
|
<field name="domain">[('x_fc_is_adp_sale', '=', True), ('x_fc_adp_application_status', '=', 'cancelled')]</field>
|
|
</record>
|
|
|
|
<!-- Expired -->
|
|
<record id="action_adp_expired" model="ir.actions.act_window">
|
|
<field name="name">Expired</field>
|
|
<field name="res_model">sale.order</field>
|
|
<field name="view_mode">list,kanban,form</field>
|
|
<field name="view_ids" eval="[(5, 0, 0),
|
|
(0, 0, {'view_mode': 'list', 'view_id': ref('view_sale_order_list_adp')}),
|
|
(0, 0, {'view_mode': 'kanban', 'view_id': ref('view_sale_order_kanban_adp')})]"/>
|
|
<field name="search_view_id" ref="view_sale_order_search_adp"/>
|
|
<field name="domain">[('x_fc_is_adp_sale', '=', True), ('x_fc_adp_application_status', '=', 'expired')]</field>
|
|
</record>
|
|
|
|
<!-- ADP Invoices -->
|
|
<record id="action_adp_invoices" model="ir.actions.act_window">
|
|
<field name="name">ADP Invoices</field>
|
|
<field name="res_model">account.move</field>
|
|
<field name="view_mode">list,form</field>
|
|
<field name="domain">[('x_fc_invoice_type', 'in', ['adp', 'adp_odsp']), ('move_type', 'in', ['out_invoice', 'out_refund'])]</field>
|
|
<field name="context">{'default_move_type': 'out_invoice'}</field>
|
|
</record>
|
|
|
|
<!-- ===================================================================== -->
|
|
<!-- PER-TYPE ACTIONS (non-ADP funding types) -->
|
|
<!-- ===================================================================== -->
|
|
|
|
<record id="action_fc_acsd_orders" model="ir.actions.act_window">
|
|
<field name="name">ACSD Cases</field>
|
|
<field name="res_model">sale.order</field>
|
|
<field name="view_mode">list,form,kanban</field>
|
|
<field name="view_ids" eval="[(5, 0, 0),
|
|
(0, 0, {'view_mode': 'list', 'view_id': ref('view_sale_order_list_adp')})]"/>
|
|
<field name="search_view_id" ref="view_sale_order_search_adp"/>
|
|
<field name="domain">[('x_fc_client_type', '=', 'ACS')]</field>
|
|
<field name="context">{'default_x_fc_client_type': 'ACS', 'default_x_fc_sale_type': 'adp'}</field>
|
|
<field name="help" type="html"><p class="o_view_nocontent_smiling_face">No ACSD cases yet</p></field>
|
|
</record>
|
|
|
|
<!-- ===================================================================== -->
|
|
<!-- ODSP: LIST VIEW -->
|
|
<!-- ===================================================================== -->
|
|
<record id="view_sale_order_list_odsp" model="ir.ui.view">
|
|
<field name="name">sale.order.list.odsp</field>
|
|
<field name="model">sale.order</field>
|
|
<field name="arch" type="xml">
|
|
<list string="ODSP Cases" default_order="date_order desc, id desc">
|
|
<!-- Always visible -->
|
|
<field name="name" string="Order"/>
|
|
<field name="date_order" string="Date" optional="show"/>
|
|
<field name="partner_id" string="Client"/>
|
|
<field name="x_fc_odsp_member_id" string="Member ID" optional="show"/>
|
|
<field name="x_fc_odsp_division" optional="show"/>
|
|
|
|
<!-- Division-specific status columns -->
|
|
<field name="x_fc_odsp_std_status" widget="badge" string="ODSP Status"
|
|
decoration-info="x_fc_odsp_std_status in ('quotation','submitted_to_odsp')"
|
|
decoration-warning="x_fc_odsp_std_status in ('pre_approved','on_hold')"
|
|
decoration-success="x_fc_odsp_std_status in ('ready_delivery','delivered','pod_submitted','payment_received','case_closed')"
|
|
decoration-danger="x_fc_odsp_std_status in ('denied','cancelled')"
|
|
optional="show"/>
|
|
<field name="x_fc_sa_status" widget="badge" string="SA Status"
|
|
decoration-info="x_fc_sa_status in ('quotation','form_ready','submitted_to_sa')"
|
|
decoration-warning="x_fc_sa_status in ('pre_approved','on_hold')"
|
|
decoration-success="x_fc_sa_status in ('ready_delivery','delivered','pod_submitted','payment_received','case_closed')"
|
|
decoration-danger="x_fc_sa_status in ('denied','cancelled')"
|
|
optional="hide"/>
|
|
<field name="x_fc_ow_status" widget="badge" string="OW Status"
|
|
decoration-info="x_fc_ow_status in ('quotation','documents_ready','submitted_to_ow')"
|
|
decoration-warning="x_fc_ow_status in ('on_hold')"
|
|
decoration-success="x_fc_ow_status in ('payment_received','ready_delivery','delivered','case_closed')"
|
|
decoration-danger="x_fc_ow_status in ('denied','cancelled')"
|
|
optional="hide"/>
|
|
|
|
<!-- ODSP contacts -->
|
|
<field name="x_fc_odsp_office_id" optional="show"/>
|
|
<field name="x_fc_odsp_case_worker_name" optional="show"/>
|
|
<field name="user_id" string="Sales Rep" optional="hide"/>
|
|
<field name="x_fc_authorizer_id" optional="hide"/>
|
|
|
|
<!-- Amounts -->
|
|
<field name="amount_total" widget="monetary" sum="Grand Total" optional="show"/>
|
|
|
|
<!-- Misc -->
|
|
<field name="x_fc_on_hold_date" optional="hide"/>
|
|
<field name="x_fc_case_locked" optional="hide"/>
|
|
<field name="state" widget="badge" decoration-success="state == 'sale'"
|
|
decoration-info="state == 'draft'" optional="hide"/>
|
|
</list>
|
|
</field>
|
|
</record>
|
|
|
|
<!-- ===================================================================== -->
|
|
<!-- ODSP: SEARCH VIEW -->
|
|
<!-- ===================================================================== -->
|
|
<record id="view_sale_order_search_odsp" model="ir.ui.view">
|
|
<field name="name">sale.order.search.odsp</field>
|
|
<field name="model">sale.order</field>
|
|
<field name="arch" type="xml">
|
|
<search string="Search ODSP Cases">
|
|
<field name="name"/>
|
|
<field name="partner_id"/>
|
|
<field name="x_fc_odsp_member_id"/>
|
|
<field name="x_fc_odsp_office_id"/>
|
|
<field name="x_fc_odsp_case_worker_name"/>
|
|
<separator/>
|
|
<!-- ODSP Standard Status -->
|
|
<filter string="Quotation" name="filter_quotation"
|
|
domain="[('x_fc_odsp_std_status', '=', 'quotation')]"/>
|
|
<filter string="Submitted to ODSP" name="filter_submitted_odsp"
|
|
domain="[('x_fc_odsp_std_status', '=', 'submitted_to_odsp')]"/>
|
|
<filter string="Pre-Approved" name="filter_pre_approved"
|
|
domain="[('x_fc_odsp_std_status', '=', 'pre_approved')]"/>
|
|
<filter string="Ready for Delivery" name="filter_ready_delivery"
|
|
domain="[('x_fc_odsp_std_status', '=', 'ready_delivery')]"/>
|
|
<filter string="Delivered" name="filter_delivered"
|
|
domain="[('x_fc_odsp_std_status', '=', 'delivered')]"/>
|
|
<filter string="POD Submitted" name="filter_pod_submitted"
|
|
domain="[('x_fc_odsp_std_status', '=', 'pod_submitted')]"/>
|
|
<filter string="Payment Received" name="filter_payment_received"
|
|
domain="[('x_fc_odsp_std_status', '=', 'payment_received')]"/>
|
|
<filter string="Case Closed" name="filter_case_closed"
|
|
domain="[('x_fc_odsp_std_status', '=', 'case_closed')]"/>
|
|
<separator/>
|
|
<!-- Special Status -->
|
|
<filter string="On Hold" name="filter_on_hold"
|
|
domain="[('x_fc_odsp_std_status', '=', 'on_hold')]"/>
|
|
<filter string="Denied" name="filter_denied"
|
|
domain="[('x_fc_odsp_std_status', '=', 'denied')]"/>
|
|
<filter string="Cancelled" name="filter_cancelled"
|
|
domain="[('x_fc_odsp_std_status', '=', 'cancelled')]"/>
|
|
<separator/>
|
|
<!-- Division Filters -->
|
|
<filter string="ODSP Standard" name="filter_division_standard"
|
|
domain="[('x_fc_odsp_division', '=', 'standard')]"/>
|
|
<filter string="SA Mobility" name="filter_division_sa"
|
|
domain="[('x_fc_odsp_division', '=', 'sa_mobility')]"/>
|
|
<filter string="Ontario Works" name="filter_division_ow"
|
|
domain="[('x_fc_odsp_division', '=', 'ontario_works')]"/>
|
|
<separator/>
|
|
<!-- Group By -->
|
|
<filter string="ODSP Division" name="group_division" context="{'group_by': 'x_fc_odsp_division'}"/>
|
|
<filter string="ODSP Status" name="group_odsp_status" context="{'group_by': 'x_fc_odsp_std_status'}"/>
|
|
<filter string="SA Status" name="group_sa_status" context="{'group_by': 'x_fc_sa_status'}"/>
|
|
<filter string="OW Status" name="group_ow_status" context="{'group_by': 'x_fc_ow_status'}"/>
|
|
<filter string="ODSP Office" name="group_odsp_office" context="{'group_by': 'x_fc_odsp_office_id'}"/>
|
|
<filter string="Salesperson" name="group_salesperson" context="{'group_by': 'user_id'}"/>
|
|
<filter string="Create Month" name="group_create_month" context="{'group_by': 'create_date:month'}"/>
|
|
<filter string="Create Quarter" name="group_create_quarter" context="{'group_by': 'create_date:quarter'}"/>
|
|
<filter string="Create Year" name="group_create_year" context="{'group_by': 'create_date:year'}"/>
|
|
</search>
|
|
</field>
|
|
</record>
|
|
|
|
<!-- ===================================================================== -->
|
|
<!-- ODSP: ACTIONS -->
|
|
<!-- ===================================================================== -->
|
|
<record id="action_fc_odsp_orders" model="ir.actions.act_window">
|
|
<field name="name">All ODSP Cases</field>
|
|
<field name="res_model">sale.order</field>
|
|
<field name="view_mode">list,form,kanban</field>
|
|
<field name="view_ids" eval="[(5, 0, 0),
|
|
(0, 0, {'view_mode': 'list', 'view_id': ref('view_sale_order_list_odsp')})]"/>
|
|
<field name="search_view_id" ref="view_sale_order_search_odsp"/>
|
|
<field name="domain">[('x_fc_sale_type', 'in', ['odsp', 'adp_odsp'])]</field>
|
|
<field name="context">{'default_x_fc_sale_type': 'odsp'}</field>
|
|
<field name="help" type="html"><p class="o_view_nocontent_smiling_face">No ODSP cases yet</p></field>
|
|
</record>
|
|
|
|
<record id="action_fc_odsp_standard_orders" model="ir.actions.act_window">
|
|
<field name="name">ODSP Standard Cases</field>
|
|
<field name="res_model">sale.order</field>
|
|
<field name="view_mode">list,form,kanban</field>
|
|
<field name="view_ids" eval="[(5, 0, 0),
|
|
(0, 0, {'view_mode': 'list', 'view_id': ref('view_sale_order_list_odsp')})]"/>
|
|
<field name="search_view_id" ref="view_sale_order_search_odsp"/>
|
|
<field name="domain">[('x_fc_sale_type', 'in', ['odsp', 'adp_odsp']), ('x_fc_odsp_division', '=', 'standard')]</field>
|
|
<field name="context">{'default_x_fc_sale_type': 'odsp', 'default_x_fc_odsp_division': 'standard'}</field>
|
|
<field name="help" type="html"><p class="o_view_nocontent_smiling_face">No ODSP Standard cases yet</p></field>
|
|
</record>
|
|
|
|
<record id="action_fc_odsp_sa_mobility_orders" model="ir.actions.act_window">
|
|
<field name="name">SA Mobility Cases</field>
|
|
<field name="res_model">sale.order</field>
|
|
<field name="view_mode">list,form,kanban</field>
|
|
<field name="view_ids" eval="[(5, 0, 0),
|
|
(0, 0, {'view_mode': 'list', 'view_id': ref('view_sale_order_list_odsp')})]"/>
|
|
<field name="search_view_id" ref="view_sale_order_search_odsp"/>
|
|
<field name="domain">[('x_fc_sale_type', 'in', ['odsp', 'adp_odsp']), ('x_fc_odsp_division', '=', 'sa_mobility')]</field>
|
|
<field name="context">{'default_x_fc_sale_type': 'odsp', 'default_x_fc_odsp_division': 'sa_mobility'}</field>
|
|
<field name="help" type="html"><p class="o_view_nocontent_smiling_face">No SA Mobility cases yet</p></field>
|
|
</record>
|
|
|
|
<record id="action_fc_odsp_ontario_works_orders" model="ir.actions.act_window">
|
|
<field name="name">Ontario Works Cases</field>
|
|
<field name="res_model">sale.order</field>
|
|
<field name="view_mode">list,form,kanban</field>
|
|
<field name="view_ids" eval="[(5, 0, 0),
|
|
(0, 0, {'view_mode': 'list', 'view_id': ref('view_sale_order_list_odsp')})]"/>
|
|
<field name="search_view_id" ref="view_sale_order_search_odsp"/>
|
|
<field name="domain">[('x_fc_sale_type', 'in', ['odsp', 'adp_odsp']), ('x_fc_odsp_division', '=', 'ontario_works')]</field>
|
|
<field name="context">{'default_x_fc_sale_type': 'odsp', 'default_x_fc_odsp_division': 'ontario_works'}</field>
|
|
<field name="help" type="html"><p class="o_view_nocontent_smiling_face">No Ontario Works cases yet</p></field>
|
|
</record>
|
|
|
|
<!-- ===================================================================== -->
|
|
<!-- MARCH OF DIMES: KANBAN VIEW -->
|
|
<!-- ===================================================================== -->
|
|
<record id="view_sale_order_kanban_mod" model="ir.ui.view">
|
|
<field name="name">sale.order.kanban.mod</field>
|
|
<field name="model">sale.order</field>
|
|
<field name="arch" type="xml">
|
|
<kanban class="o_kanban_mobile" default_group_by="x_fc_mod_status"
|
|
group_create="0" group_delete="0" group_edit="0"
|
|
records_draggable="0">
|
|
<field name="name"/>
|
|
<field name="partner_id"/>
|
|
<field name="amount_total"/>
|
|
<field name="x_fc_mod_status"/>
|
|
<field name="x_fc_case_reference"/>
|
|
<field name="x_fc_mod_product_type"/>
|
|
<field name="x_fc_mod_approved_amount"/>
|
|
<field name="date_order"/>
|
|
<field name="currency_id"/>
|
|
<templates>
|
|
<t t-name="card">
|
|
<div class="row">
|
|
<div class="col-8">
|
|
<strong><field name="name"/></strong>
|
|
</div>
|
|
<div class="col-4 text-end">
|
|
<field name="x_fc_mod_status" widget="badge"/>
|
|
</div>
|
|
</div>
|
|
<div class="row">
|
|
<div class="col-12">
|
|
<field name="partner_id"/>
|
|
</div>
|
|
</div>
|
|
<div class="row mt-2">
|
|
<div class="col-6">
|
|
<small class="text-muted">HVMP Ref:</small><br/>
|
|
<field name="x_fc_case_reference"/>
|
|
</div>
|
|
<div class="col-6 text-end">
|
|
<small class="text-muted">Product:</small><br/>
|
|
<field name="x_fc_mod_product_type"/>
|
|
</div>
|
|
</div>
|
|
<div class="row mt-2">
|
|
<div class="col-6">
|
|
<small class="text-muted">MOD Approved:</small><br/>
|
|
<field name="x_fc_mod_approved_amount" widget="monetary"/>
|
|
</div>
|
|
<div class="col-6 text-end">
|
|
<strong>Total: <field name="amount_total" widget="monetary"/></strong>
|
|
</div>
|
|
</div>
|
|
</t>
|
|
</templates>
|
|
</kanban>
|
|
</field>
|
|
</record>
|
|
|
|
<!-- ===================================================================== -->
|
|
<!-- MARCH OF DIMES: LIST VIEW -->
|
|
<!-- ===================================================================== -->
|
|
<record id="view_sale_order_list_mod" model="ir.ui.view">
|
|
<field name="name">sale.order.list.mod</field>
|
|
<field name="model">sale.order</field>
|
|
<field name="arch" type="xml">
|
|
<list string="March of Dimes Cases" default_order="date_order desc, id desc">
|
|
<!-- Always visible -->
|
|
<field name="name" string="Order"/>
|
|
<field name="date_order" string="Date" optional="show"/>
|
|
<field name="partner_id" string="Client"/>
|
|
<field name="x_fc_case_reference" string="HVMP Ref" optional="show"/>
|
|
<field name="x_fc_mod_status" widget="badge"
|
|
decoration-info="x_fc_mod_status in ('need_to_schedule','assessment_scheduled','assessment_completed','processing_drawings')"
|
|
decoration-warning="x_fc_mod_status in ('quote_submitted','awaiting_funding','on_hold')"
|
|
decoration-success="x_fc_mod_status in ('funding_approved','contract_received','in_production','project_complete','pod_submitted','case_closed')"
|
|
decoration-danger="x_fc_mod_status in ('funding_denied','cancelled')"
|
|
optional="show"/>
|
|
<field name="x_fc_mod_product_type" optional="show"/>
|
|
|
|
<!-- Contacts / Sales -->
|
|
<field name="x_fc_case_handler" optional="show"/>
|
|
<field name="x_fc_case_worker" optional="show"/>
|
|
<field name="user_id" string="Sales Rep" optional="hide"/>
|
|
|
|
<!-- Key dates -->
|
|
<field name="x_fc_mod_assessment_scheduled_date" string="Assess. Scheduled" optional="hide"/>
|
|
<field name="x_fc_mod_assessment_completed_date" string="Assess. Done" optional="hide"/>
|
|
<field name="x_fc_mod_drawing_submitted_date" string="Drawing Sent" optional="hide"/>
|
|
<field name="x_fc_mod_application_submitted_date" string="App. Submitted" optional="hide"/>
|
|
<field name="x_fc_case_approved" string="Funding Approved" optional="hide"/>
|
|
<field name="x_fc_mod_pca_received_date" string="PCA Received" optional="hide"/>
|
|
<field name="x_fc_mod_production_started_date" string="Production Start" optional="hide"/>
|
|
<field name="x_fc_mod_project_completed_date" string="Project Done" optional="hide"/>
|
|
<field name="x_fc_mod_pod_submitted_date" string="POD Sent" optional="hide"/>
|
|
<field name="x_fc_mod_case_closed_date" string="Closed" optional="hide"/>
|
|
|
|
<!-- Amounts -->
|
|
<field name="x_fc_mod_approved_amount" widget="monetary" string="MOD Approved" optional="hide"/>
|
|
<field name="amount_total" widget="monetary" sum="Grand Total" optional="show"/>
|
|
|
|
<!-- Misc -->
|
|
<field name="state" widget="badge" decoration-success="state == 'sale'"
|
|
decoration-info="state == 'draft'" optional="hide"/>
|
|
</list>
|
|
</field>
|
|
</record>
|
|
|
|
<!-- ===================================================================== -->
|
|
<!-- MARCH OF DIMES: SEARCH VIEW -->
|
|
<!-- ===================================================================== -->
|
|
<record id="view_sale_order_search_mod" model="ir.ui.view">
|
|
<field name="name">sale.order.search.mod</field>
|
|
<field name="model">sale.order</field>
|
|
<field name="arch" type="xml">
|
|
<search string="Search March of Dimes Cases">
|
|
<field name="name"/>
|
|
<field name="partner_id"/>
|
|
<field name="x_fc_case_reference"/>
|
|
<field name="x_fc_case_handler"/>
|
|
<separator/>
|
|
<!-- Status Filters - Main Workflow -->
|
|
<filter string="Schedule Assessment" name="filter_need_to_schedule"
|
|
domain="[('x_fc_mod_status', '=', 'need_to_schedule')]"/>
|
|
<filter string="Assessment Booked" name="filter_assessment_scheduled"
|
|
domain="[('x_fc_mod_status', '=', 'assessment_scheduled')]"/>
|
|
<filter string="Assessment Done" name="filter_assessment_completed"
|
|
domain="[('x_fc_mod_status', '=', 'assessment_completed')]"/>
|
|
<filter string="Processing Drawing" name="filter_processing_drawings"
|
|
domain="[('x_fc_mod_status', '=', 'processing_drawings')]"/>
|
|
<filter string="Quote Sent" name="filter_quote_submitted"
|
|
domain="[('x_fc_mod_status', '=', 'quote_submitted')]"/>
|
|
<filter string="Awaiting Funding" name="filter_awaiting_funding"
|
|
domain="[('x_fc_mod_status', '=', 'awaiting_funding')]"/>
|
|
<filter string="Approved" name="filter_funding_approved"
|
|
domain="[('x_fc_mod_status', '=', 'funding_approved')]"/>
|
|
<filter string="PCA Received" name="filter_contract_received"
|
|
domain="[('x_fc_mod_status', '=', 'contract_received')]"/>
|
|
<filter string="In Production" name="filter_in_production"
|
|
domain="[('x_fc_mod_status', '=', 'in_production')]"/>
|
|
<filter string="Complete" name="filter_project_complete"
|
|
domain="[('x_fc_mod_status', '=', 'project_complete')]"/>
|
|
<filter string="POD Sent" name="filter_pod_submitted"
|
|
domain="[('x_fc_mod_status', '=', 'pod_submitted')]"/>
|
|
<filter string="Closed" name="filter_case_closed"
|
|
domain="[('x_fc_mod_status', '=', 'case_closed')]"/>
|
|
<separator/>
|
|
<!-- Special Status Filters -->
|
|
<filter string="Denied" name="filter_funding_denied"
|
|
domain="[('x_fc_mod_status', '=', 'funding_denied')]"/>
|
|
<filter string="On Hold" name="filter_on_hold"
|
|
domain="[('x_fc_mod_status', '=', 'on_hold')]"/>
|
|
<filter string="Cancelled" name="filter_cancelled"
|
|
domain="[('x_fc_mod_status', '=', 'cancelled')]"/>
|
|
<separator/>
|
|
<!-- Group By -->
|
|
<filter string="MOD Status" name="group_mod_status" context="{'group_by': 'x_fc_mod_status'}"/>
|
|
<filter string="Product Type" name="group_product_type" context="{'group_by': 'x_fc_mod_product_type'}"/>
|
|
<filter string="Case Handler" name="group_case_handler" context="{'group_by': 'x_fc_case_handler'}"/>
|
|
<filter string="Case Worker" name="group_case_worker" context="{'group_by': 'x_fc_case_worker'}"/>
|
|
<filter string="Salesperson" name="group_salesperson" context="{'group_by': 'user_id'}"/>
|
|
<filter string="Create Month" name="group_create_month" context="{'group_by': 'create_date:month'}"/>
|
|
<filter string="Create Quarter" name="group_create_quarter" context="{'group_by': 'create_date:quarter'}"/>
|
|
<filter string="Create Year" name="group_create_year" context="{'group_by': 'create_date:year'}"/>
|
|
</search>
|
|
</field>
|
|
</record>
|
|
|
|
<!-- ===================================================================== -->
|
|
<!-- MARCH OF DIMES: ACTION -->
|
|
<!-- ===================================================================== -->
|
|
<record id="action_fc_march_of_dimes_orders" model="ir.actions.act_window">
|
|
<field name="name">March of Dimes Cases</field>
|
|
<field name="res_model">sale.order</field>
|
|
<field name="view_mode">list,kanban,form</field>
|
|
<field name="view_ids" eval="[(5, 0, 0),
|
|
(0, 0, {'view_mode': 'list', 'view_id': ref('view_sale_order_list_mod')}),
|
|
(0, 0, {'view_mode': 'kanban', 'view_id': ref('view_sale_order_kanban_mod')})]"/>
|
|
<field name="search_view_id" ref="view_sale_order_search_mod"/>
|
|
<field name="domain">[('x_fc_sale_type', '=', 'march_of_dimes')]</field>
|
|
<field name="context">{'default_x_fc_sale_type': 'march_of_dimes'}</field>
|
|
<field name="help" type="html"><p class="o_view_nocontent_smiling_face">No March of Dimes cases yet</p></field>
|
|
</record>
|
|
|
|
<record id="action_fc_muscular_dystrophy_orders" model="ir.actions.act_window">
|
|
<field name="name">Muscular Dystrophy Cases</field>
|
|
<field name="res_model">sale.order</field>
|
|
<field name="view_mode">list,form,kanban</field>
|
|
<field name="view_ids" eval="[(5, 0, 0),
|
|
(0, 0, {'view_mode': 'list', 'view_id': ref('view_sale_order_list_adp')})]"/>
|
|
<field name="search_view_id" ref="view_sale_order_search_adp"/>
|
|
<field name="domain">[('x_fc_sale_type', '=', 'muscular_dystrophy')]</field>
|
|
<field name="context">{'default_x_fc_sale_type': 'muscular_dystrophy'}</field>
|
|
<field name="help" type="html"><p class="o_view_nocontent_smiling_face">No Muscular Dystrophy cases yet</p></field>
|
|
</record>
|
|
|
|
<record id="action_fc_insurance_orders" model="ir.actions.act_window">
|
|
<field name="name">Insurance Cases</field>
|
|
<field name="res_model">sale.order</field>
|
|
<field name="view_mode">list,form,kanban</field>
|
|
<field name="view_ids" eval="[(5, 0, 0),
|
|
(0, 0, {'view_mode': 'list', 'view_id': ref('view_sale_order_list_adp')})]"/>
|
|
<field name="search_view_id" ref="view_sale_order_search_adp"/>
|
|
<field name="domain">[('x_fc_sale_type', '=', 'insurance')]</field>
|
|
<field name="context">{'default_x_fc_sale_type': 'insurance'}</field>
|
|
<field name="help" type="html"><p class="o_view_nocontent_smiling_face">No Insurance cases yet</p></field>
|
|
</record>
|
|
|
|
<record id="action_fc_wsib_orders" model="ir.actions.act_window">
|
|
<field name="name">WSIB Cases</field>
|
|
<field name="res_model">sale.order</field>
|
|
<field name="view_mode">list,form,kanban</field>
|
|
<field name="view_ids" eval="[(5, 0, 0),
|
|
(0, 0, {'view_mode': 'list', 'view_id': ref('view_sale_order_list_adp')})]"/>
|
|
<field name="search_view_id" ref="view_sale_order_search_adp"/>
|
|
<field name="domain">[('x_fc_sale_type', '=', 'wsib')]</field>
|
|
<field name="context">{'default_x_fc_sale_type': 'wsib'}</field>
|
|
<field name="help" type="html"><p class="o_view_nocontent_smiling_face">No WSIB cases yet</p></field>
|
|
</record>
|
|
|
|
<record id="action_fc_hardship_orders" model="ir.actions.act_window">
|
|
<field name="name">Hardship Funding Cases</field>
|
|
<field name="res_model">sale.order</field>
|
|
<field name="view_mode">list,form,kanban</field>
|
|
<field name="view_ids" eval="[(5, 0, 0),
|
|
(0, 0, {'view_mode': 'list', 'view_id': ref('view_sale_order_list_adp')})]"/>
|
|
<field name="search_view_id" ref="view_sale_order_search_adp"/>
|
|
<field name="domain">[('x_fc_sale_type', '=', 'hardship')]</field>
|
|
<field name="context">{'default_x_fc_sale_type': 'hardship'}</field>
|
|
<field name="help" type="html"><p class="o_view_nocontent_smiling_face">No Hardship Funding cases yet</p></field>
|
|
</record>
|
|
|
|
<record id="action_fc_rental_orders" model="ir.actions.act_window">
|
|
<field name="name">Rental Cases</field>
|
|
<field name="res_model">sale.order</field>
|
|
<field name="view_mode">list,form,kanban</field>
|
|
<field name="view_ids" eval="[(5, 0, 0),
|
|
(0, 0, {'view_mode': 'list', 'view_id': ref('view_sale_order_list_adp')})]"/>
|
|
<field name="search_view_id" ref="view_sale_order_search_adp"/>
|
|
<field name="domain">[('x_fc_sale_type', '=', 'rental')]</field>
|
|
<field name="context">{'default_x_fc_sale_type': 'rental'}</field>
|
|
<field name="help" type="html"><p class="o_view_nocontent_smiling_face">No Rental cases yet</p></field>
|
|
</record>
|
|
|
|
<record id="action_fc_direct_private_orders" model="ir.actions.act_window">
|
|
<field name="name">Direct/Private Cases</field>
|
|
<field name="res_model">sale.order</field>
|
|
<field name="view_mode">list,form,kanban</field>
|
|
<field name="view_ids" eval="[(5, 0, 0),
|
|
(0, 0, {'view_mode': 'list', 'view_id': ref('view_sale_order_list_adp')})]"/>
|
|
<field name="search_view_id" ref="view_sale_order_search_adp"/>
|
|
<field name="domain">[('x_fc_sale_type', '=', 'direct_private')]</field>
|
|
<field name="context">{'default_x_fc_sale_type': 'direct_private'}</field>
|
|
<field name="help" type="html"><p class="o_view_nocontent_smiling_face">No Direct/Private cases yet</p></field>
|
|
</record>
|
|
|
|
<record id="action_fc_other_orders" model="ir.actions.act_window">
|
|
<field name="name">Other Cases</field>
|
|
<field name="res_model">sale.order</field>
|
|
<field name="view_mode">list,form,kanban</field>
|
|
<field name="view_ids" eval="[(5, 0, 0),
|
|
(0, 0, {'view_mode': 'list', 'view_id': ref('view_sale_order_list_adp')})]"/>
|
|
<field name="search_view_id" ref="view_sale_order_search_adp"/>
|
|
<field name="domain">[('x_fc_sale_type', '=', 'other')]</field>
|
|
<field name="context">{'default_x_fc_sale_type': 'other'}</field>
|
|
<field name="help" type="html"><p class="o_view_nocontent_smiling_face">No other cases yet</p></field>
|
|
</record>
|
|
|
|
<!-- All Orders (all sale types) -->
|
|
<record id="action_fc_all_orders" model="ir.actions.act_window">
|
|
<field name="name">All Orders</field>
|
|
<field name="res_model">sale.order</field>
|
|
<field name="view_mode">list,form,kanban</field>
|
|
<field name="view_ids" eval="[(5, 0, 0),
|
|
(0, 0, {'view_mode': 'list', 'view_id': ref('view_sale_order_list_adp')}),
|
|
(0, 0, {'view_mode': 'kanban', 'view_id': ref('view_sale_order_kanban_adp')})]"/>
|
|
<field name="search_view_id" ref="view_sale_order_search_adp"/>
|
|
<field name="domain">[('x_fc_sale_type', '!=', False)]</field>
|
|
<field name="help" type="html">
|
|
<p class="o_view_nocontent_smiling_face">Create your first order</p>
|
|
</field>
|
|
</record>
|
|
|
|
<!-- All Invoices (all sale types) -->
|
|
<record id="action_fc_all_invoices" model="ir.actions.act_window">
|
|
<field name="name">All Invoices</field>
|
|
<field name="res_model">account.move</field>
|
|
<field name="view_mode">list,form</field>
|
|
<field name="domain">[('x_fc_invoice_type', '!=', False), ('x_fc_invoice_type', '!=', 'regular'), ('move_type', 'in', ['out_invoice', 'out_refund'])]</field>
|
|
<field name="context">{'default_move_type': 'out_invoice'}</field>
|
|
</record>
|
|
|
|
<!-- Open AI Agent Chat -->
|
|
<record id="action_fc_open_ai_chat" model="ir.actions.server">
|
|
<field name="name">Ask Fusion Claims AI</field>
|
|
<field name="model_id" ref="model_sale_order"/>
|
|
<field name="state">code</field>
|
|
<field name="code">
|
|
agent = env.ref('fusion_claims.ai_agent_fusion_claims', raise_if_not_found=False)
|
|
if agent:
|
|
action = agent.open_agent_chat()
|
|
else:
|
|
action = {'type': 'ir.actions.act_window', 'res_model': 'res.config.settings', 'view_mode': 'form', 'target': 'current', 'context': {'module': 'fusion_claims'}}
|
|
</field>
|
|
</record>
|
|
|
|
<!-- Settings Action -->
|
|
<record id="action_fusion_claims_settings" model="ir.actions.act_window">
|
|
<field name="name">Settings</field>
|
|
<field name="res_model">res.config.settings</field>
|
|
<field name="view_mode">form</field>
|
|
<field name="target">current</field>
|
|
<field name="context">{'module': 'fusion_claims'}</field>
|
|
</record>
|
|
|
|
<!-- ===================================================================== -->
|
|
<!-- FUSION CLAIMS MENU STRUCTURE (STANDALONE) -->
|
|
<!-- ===================================================================== -->
|
|
|
|
<!-- TOP-LEVEL APP MENU (no parent = standalone) -->
|
|
<menuitem id="menu_adp_claims_root"
|
|
name="Fusion Claims"
|
|
web_icon="fusion_claims,static/description/icon.png"
|
|
sequence="30"
|
|
groups="group_fusion_claims_user,group_field_technician"/>
|
|
|
|
<!-- ===== LTC MANAGEMENT ===== -->
|
|
<menuitem id="menu_fc_ltc"
|
|
name="LTC Management"
|
|
parent="menu_adp_claims_root"
|
|
sequence="5"/>
|
|
<menuitem id="menu_ltc_overview"
|
|
name="Overview"
|
|
parent="menu_fc_ltc"
|
|
action="action_ltc_repairs_kanban"
|
|
sequence="1"/>
|
|
<menuitem id="menu_ltc_repairs"
|
|
name="Repair Requests"
|
|
parent="menu_fc_ltc"
|
|
sequence="10"/>
|
|
<menuitem id="menu_ltc_repairs_all"
|
|
name="All Repairs"
|
|
parent="menu_ltc_repairs"
|
|
action="action_ltc_repairs_all"
|
|
sequence="1"/>
|
|
<menuitem id="menu_ltc_repairs_new"
|
|
name="New / Pending"
|
|
parent="menu_ltc_repairs"
|
|
action="action_ltc_repairs_new"
|
|
sequence="2"/>
|
|
<menuitem id="menu_ltc_repairs_progress"
|
|
name="In Progress"
|
|
parent="menu_ltc_repairs"
|
|
action="action_ltc_repairs_in_progress"
|
|
sequence="3"/>
|
|
<menuitem id="menu_ltc_repairs_completed"
|
|
name="Completed"
|
|
parent="menu_ltc_repairs"
|
|
action="action_ltc_repairs_completed"
|
|
sequence="4"/>
|
|
<menuitem id="menu_ltc_cleanup"
|
|
name="Cleanup Schedule"
|
|
parent="menu_fc_ltc"
|
|
action="action_ltc_cleanups"
|
|
sequence="20"/>
|
|
<menuitem id="menu_ltc_locations"
|
|
name="Locations"
|
|
parent="menu_fc_ltc"
|
|
sequence="30"/>
|
|
<menuitem id="menu_ltc_facilities"
|
|
name="Facilities"
|
|
parent="menu_ltc_locations"
|
|
action="action_ltc_facilities"
|
|
sequence="1"/>
|
|
|
|
<!-- ===== ADP SUBMENU (full workflow) ===== -->
|
|
<menuitem id="menu_fc_adp"
|
|
name="ADP"
|
|
parent="menu_adp_claims_root"
|
|
sequence="20"/>
|
|
|
|
<menuitem id="menu_adp_all_orders" name="All ADP Orders" parent="menu_fc_adp"
|
|
action="action_adp_orders_all" sequence="1"/>
|
|
<menuitem id="menu_adp_invoices" name="ADP Invoices" parent="menu_fc_adp"
|
|
action="action_adp_invoices" sequence="2"/>
|
|
|
|
<menuitem id="menu_adp_quotations"
|
|
name="Quotation Stage"
|
|
parent="menu_fc_adp"
|
|
action="action_adp_quotations"
|
|
sequence="10"/>
|
|
|
|
<menuitem id="menu_adp_assessment_scheduled"
|
|
name="Assessment Scheduled"
|
|
parent="menu_fc_adp"
|
|
action="action_adp_assessment_scheduled"
|
|
sequence="12"/>
|
|
|
|
<menuitem id="menu_adp_assessment_completed"
|
|
name="Waiting for Application"
|
|
parent="menu_fc_adp"
|
|
action="action_adp_assessment_completed"
|
|
sequence="14"/>
|
|
|
|
<menuitem id="menu_adp_application_received"
|
|
name="Application Received"
|
|
parent="menu_fc_adp"
|
|
action="action_adp_application_received"
|
|
sequence="16"/>
|
|
|
|
<menuitem id="menu_adp_ready_submission"
|
|
name="Ready for Submission"
|
|
parent="menu_fc_adp"
|
|
action="action_adp_ready_submission"
|
|
sequence="18"/>
|
|
|
|
<menuitem id="menu_adp_pending_approval"
|
|
name="Application Submitted"
|
|
parent="menu_fc_adp"
|
|
action="action_adp_pending_approval"
|
|
sequence="20"/>
|
|
|
|
<menuitem id="menu_adp_accepted"
|
|
name="Accepted by ADP"
|
|
parent="menu_fc_adp"
|
|
action="action_adp_accepted"
|
|
sequence="21"/>
|
|
|
|
<menuitem id="menu_adp_rejected"
|
|
name="Rejected by ADP"
|
|
parent="menu_fc_adp"
|
|
action="action_adp_rejected"
|
|
sequence="22"/>
|
|
|
|
<menuitem id="menu_adp_needs_correction"
|
|
name="Needs Correction"
|
|
parent="menu_fc_adp"
|
|
action="action_adp_needs_correction"
|
|
sequence="23"/>
|
|
|
|
<menuitem id="menu_adp_approved"
|
|
name="Application Approved"
|
|
parent="menu_fc_adp"
|
|
action="action_adp_approved"
|
|
sequence="25"/>
|
|
|
|
<menuitem id="menu_adp_ready_delivery"
|
|
name="Ready for Delivery"
|
|
parent="menu_fc_adp"
|
|
action="action_adp_ready_delivery"
|
|
sequence="27"/>
|
|
|
|
<menuitem id="menu_adp_ready_billing"
|
|
name="Ready for Billing"
|
|
parent="menu_fc_adp"
|
|
action="action_adp_ready_billing"
|
|
sequence="30"/>
|
|
|
|
<menuitem id="menu_adp_billed"
|
|
name="Billed to ADP"
|
|
parent="menu_fc_adp"
|
|
action="action_adp_billed"
|
|
sequence="35"/>
|
|
|
|
<menuitem id="menu_adp_closed"
|
|
name="Case Closed"
|
|
parent="menu_fc_adp"
|
|
action="action_adp_closed"
|
|
sequence="40"/>
|
|
|
|
<!-- ADP Special Statuses -->
|
|
<menuitem id="menu_adp_special_statuses"
|
|
name="Special Statuses"
|
|
parent="menu_fc_adp"
|
|
sequence="50"/>
|
|
|
|
<menuitem id="menu_adp_on_hold" name="On Hold" parent="menu_adp_special_statuses"
|
|
action="action_adp_on_hold" sequence="10"/>
|
|
<menuitem id="menu_adp_withdrawn" name="Withdrawn" parent="menu_adp_special_statuses"
|
|
action="action_adp_withdrawn" sequence="20"/>
|
|
<menuitem id="menu_adp_denied" name="Denied" parent="menu_adp_special_statuses"
|
|
action="action_adp_denied" sequence="30"/>
|
|
<menuitem id="menu_adp_cancelled" name="Cancelled" parent="menu_adp_special_statuses"
|
|
action="action_adp_cancelled" sequence="40"/>
|
|
<menuitem id="menu_adp_expired" name="Expired" parent="menu_adp_special_statuses"
|
|
action="action_adp_expired" sequence="50"/>
|
|
|
|
<!-- ===== FUNDING TYPE MENUS ===== -->
|
|
<menuitem id="menu_fc_odsp" name="ODSP" parent="menu_adp_claims_root"
|
|
sequence="25"/>
|
|
<menuitem id="menu_fc_odsp_all" name="All ODSP Cases" parent="menu_fc_odsp"
|
|
action="action_fc_odsp_orders" sequence="1"/>
|
|
<menuitem id="menu_fc_odsp_standard" name="ODSP Standard" parent="menu_fc_odsp"
|
|
action="action_fc_odsp_standard_orders" sequence="10"/>
|
|
<menuitem id="menu_fc_odsp_sa_mobility" name="SA Mobility" parent="menu_fc_odsp"
|
|
action="action_fc_odsp_sa_mobility_orders" sequence="20"/>
|
|
<menuitem id="menu_fc_odsp_ontario_works" name="Ontario Works" parent="menu_fc_odsp"
|
|
action="action_fc_odsp_ontario_works_orders" sequence="30"/>
|
|
<menuitem id="menu_fc_march_of_dimes" name="March of Dimes" parent="menu_adp_claims_root"
|
|
action="action_fc_march_of_dimes_orders" sequence="30"/>
|
|
<!-- ===== OTHER FUNDINGS SUBMENU ===== -->
|
|
<menuitem id="menu_fc_other_fundings" name="Other Fundings" parent="menu_adp_claims_root"
|
|
sequence="35"/>
|
|
<menuitem id="menu_fc_hardship" name="Hardship Funding" parent="menu_fc_other_fundings"
|
|
action="action_fc_hardship_orders" sequence="10"/>
|
|
<menuitem id="menu_fc_acsd" name="ACSD" parent="menu_fc_other_fundings"
|
|
action="action_fc_acsd_orders" sequence="20"/>
|
|
<menuitem id="menu_fc_muscular_dystrophy" name="Muscular Dystrophy" parent="menu_fc_other_fundings"
|
|
action="action_fc_muscular_dystrophy_orders" sequence="30"/>
|
|
<menuitem id="menu_fc_insurance" name="Insurance" parent="menu_fc_other_fundings"
|
|
action="action_fc_insurance_orders" sequence="40"/>
|
|
<menuitem id="menu_fc_wsib" name="WSIB" parent="menu_fc_other_fundings"
|
|
action="action_fc_wsib_orders" sequence="50"/>
|
|
|
|
<!-- ===== CLIENT INTELLIGENCE ===== -->
|
|
<menuitem id="menu_fc_client_intelligence"
|
|
name="Client Intelligence"
|
|
parent="menu_adp_claims_root"
|
|
sequence="75"/>
|
|
|
|
<menuitem id="menu_fc_client_profiles" name="Client Profiles" parent="menu_fc_client_intelligence"
|
|
action="action_fusion_client_profiles" sequence="10"/>
|
|
<menuitem id="menu_fc_client_chat" name="Ask AI" parent="menu_fc_client_intelligence"
|
|
action="action_fc_open_ai_chat" sequence="20"/>
|
|
|
|
<!-- ===== CONFIGURATION ===== -->
|
|
<menuitem id="menu_adp_config"
|
|
name="Configuration"
|
|
parent="menu_adp_claims_root"
|
|
sequence="100"
|
|
groups="group_fusion_claims_manager"/>
|
|
|
|
<menuitem id="menu_adp_device_codes" name="Device Codes" parent="menu_adp_config"
|
|
action="action_fusion_adp_device_codes" sequence="10"/>
|
|
<menuitem id="menu_import_device_codes" name="Import Device Codes" parent="menu_adp_config"
|
|
action="action_device_import_wizard" sequence="20"/>
|
|
<menuitem id="menu_import_xml_files" name="Import XML Files" parent="menu_adp_config"
|
|
action="action_xml_import_wizard" sequence="30"/>
|
|
<menuitem id="menu_ltc_repair_stages" name="LTC Repair Stages" parent="menu_adp_config"
|
|
action="action_ltc_repair_stages" sequence="40"/>
|
|
<menuitem id="menu_forms_management"
|
|
name="Forms Management"
|
|
parent="menu_adp_config"
|
|
sequence="50"/>
|
|
<menuitem id="menu_form_submissions"
|
|
name="Form Submissions"
|
|
parent="menu_forms_management"
|
|
action="action_ltc_form_submissions"
|
|
sequence="1"/>
|
|
<menuitem id="menu_forms_settings"
|
|
name="Forms Settings"
|
|
parent="menu_forms_management"
|
|
action="action_fusion_claims_settings"
|
|
sequence="2"/>
|
|
<menuitem id="menu_fusion_claims_settings" name="Settings" parent="menu_adp_config"
|
|
action="action_fusion_claims_settings" sequence="90"/>
|
|
|
|
</odoo>
|
|
|