200 lines
6.8 KiB
Markdown
200 lines
6.8 KiB
Markdown
# Fusion Central
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**Complete ADP Billing Solution for Odoo 19**
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Part of the Fusion Claim Assistant product family by Nexa Systems Inc.
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## Overview
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Fusion Central is a comprehensive solution for managing ADP (Assistive Devices Program) billing in Odoo. It provides automatic calculation of ADP and client portions, professional PDF reports, and seamless integration with your existing workflow.
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## Features
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### Automatic Portion Calculations
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- **Per-line calculations** on sale orders and invoices
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- **Client type based rules:**
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- REG: 75% ADP / 25% Client
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- ODS, OWP, ACS, LTC, SEN, CCA: 100% ADP / 0% Client
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- Automatic recalculation on quantity or price changes
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- Totals displayed on document headers
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### Professional PDF Reports
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- **Portrait and Landscape** orientations available
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- Quotation, Sale Order, and Invoice reports
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- Uses Odoo's default company header/footer via `web.external_layout`
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- Includes:
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- Company logo and address (from company settings)
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- Billing and delivery address boxes with borders
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- ADP device codes from products (`x_adp_code`)
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- Per-line ADP and client portions with color coding
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- Serial number column
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- Authorizer and sales rep information
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- Payment terms
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- Signature section (if signed)
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### Report Templates
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| Report | Template ID | Model | Description |
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|--------|-------------|-------|-------------|
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| Quotation/Order (Portrait) | `fusion_claims.report_saleorder_portrait` | sale.order | Standard portrait layout |
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| Quotation/Order (Landscape - ADP) | `fusion_claims.report_saleorder_landscape` | sale.order | Landscape with full ADP columns |
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| Invoice (Portrait) | `fusion_claims.report_invoice_portrait` | account.move | Standard portrait layout |
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| Invoice (Landscape) | `fusion_claims.report_invoice_landscape` | account.move | Landscape with full ADP columns |
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### Report Styling
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All reports follow a consistent style:
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- **Font**: Arial, 10-12pt depending on section
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- **Headers**: Blue background (#0066a1) with white text
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- **ADP Portion Column**: Blue header (#1976d2), light blue rows (#e3f2fd)
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- **Client Portion Column**: Orange header (#e65100), light orange rows (#fff3e0)
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- **Bordered Tables**: All tables have 1px solid black borders
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- **Totals**: Right-aligned with proper borders
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### Configurable Settings
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- Field mappings for existing Odoo Studio fields
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- One-click field creation for new installations
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- HTML editors for payment terms and refund policy
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- Store address configuration
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- Field mapping configuration
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### ADP Claim Export
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- Export invoices to comma-separated TXT format
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- Compatible with ADP submission systems
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- Automatic file naming with submission numbers
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- Optional Documents app integration
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## Installation
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1. Copy the `fusion_claims` folder to your Odoo addons directory
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2. Update the apps list in Odoo
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3. Install "Fusion Central" from the Apps menu
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## Configuration
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### Quick Setup (Settings → Sales → Fusion Central)
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1. **Create Fields:**
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- Click "Create Sale Order Fields"
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- Click "Create Invoice Fields"
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- Click "Create Product Fields"
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2. **Or Detect Existing Fields:**
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- Click "Detect Existing Fields" if you have existing custom fields
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3. **Configure Company Info:**
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- Store Address Line 1 & 2
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- Company Tagline
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- E-Transfer Email
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- Cheque Payable To
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4. **Add Payment Terms:**
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- Use the HTML editor to format your payment terms
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5. **Add Refund Policy:**
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- Enable "Include Refund Policy Page"
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- Paste your refund policy HTML
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### Field Mappings
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The module uses the following fields:
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#### Sale Order Fields
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| Field | Technical Name | Description |
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|-------|---------------|-------------|
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| Sale Type | x_fc_sale_type | ADP, ADP/ODSP, REG, etc. |
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| Client Type | x_fc_client_type | REG, ODS, OWP, ACS, LTC, SEN, CCA |
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| Authorizer | x_fc_authorizer_id | Many2one to res.partner |
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| Claim Number | x_fc_claim_number | ADP claim reference |
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| Delivery Date | x_fc_adp_delivery_date | Device delivery date |
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| Client Ref 1 | x_fc_client_ref_1 | Client reference 1 |
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| Client Ref 2 | x_fc_client_ref_2 | Client reference 2 |
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| Service Start | x_fc_service_start_date | Service start date |
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| Service End | x_fc_service_end_date | Service end date |
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#### Sale Order Line Fields
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| Field | Technical Name | Description |
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|-------|---------------|-------------|
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| Serial Number | x_fc_serial_number | Device serial number |
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| ADP Portion | x_fc_adp_portion | Calculated ADP amount |
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| Client Portion | x_fc_client_portion | Calculated client amount |
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| Device Placement | x_fc_device_placement | L/R/N/A placement |
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#### Invoice Fields
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| Field | Technical Name | Description |
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|-------|---------------|-------------|
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| Invoice Type | x_fc_invoice_type | ADP, ADP Client Portion, ODSP, WSIB, etc. |
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| Claim Number | x_fc_claim_number | ADP claim reference |
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| Authorizer | x_fc_authorizer_id | Many2one to res.partner |
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| Delivery Date | x_fc_adp_delivery_date | Device delivery date |
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#### Product Fields
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| Field | Technical Name | Description |
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|-------|---------------|-------------|
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| ADP Code | x_adp_code | ADP device code for billing |
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## Usage
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### Sale Orders
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1. Create a sale order
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2. Set Sale Type to "ADP" or "ADP/ODSP"
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3. Set Client Type (REG, ODS, etc.)
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4. Add products - ADP and Client portions calculate automatically
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5. Print using Portrait or Landscape report
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### Invoices
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1. Create invoice (or generate from sale order)
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2. Set Invoice Type to "ADP" or "ADP/ODSP"
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3. Portions display automatically
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4. Use "Export ADP" button to generate claim file
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5. Print using Portrait or Landscape report
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## Odoo 19 Compatibility Notes
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This module has been updated for Odoo 19 with the following changes:
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1. **QWeb Templates**:
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- Removed `hasattr` calls (not supported in Odoo 19 QWeb)
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- Changed `product_uom` to `product_uom_id`
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- Changed `tax_id` to `tax_ids`
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- Use `t-else=""` instead of checking for `display_type == False`
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2. **Report Templates**:
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- Use only `web.external_layout` for headers/footers
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- Removed duplicate header/footer template calls
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- Added explicit CSS borders (Bootstrap border classes don't render in PDF)
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3. **Field Names**:
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- All fields use the `x_fc_*` naming convention
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## Requirements
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- Odoo 19.0
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- Dependencies: base, sale, sale_management, account
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## Changelog
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### Version 19.0.1.0.0 (December 2025)
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- Updated for Odoo 19 compatibility
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- Rewrote all report templates with consistent styling
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- Fixed QWeb template issues (hasattr, field names)
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- Added explicit CSS borders for PDF rendering
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- Improved authorizer field display (Many2one handling)
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- Removed duplicate header/footer calls
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- Standardized all field mappings to x_fc_* fields
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### Version 18.0.1.0.0
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- Initial release for Odoo 18
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## Support
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**Developer:** Nexa Systems Inc.
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**Website:** https://www.nexasystems.ca
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**Email:** support@nexasystems.ca
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## License
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Odoo Proprietary License v1.0 (OPL-1)
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Copyright © 2024-2025 Nexa Systems Inc. All rights reserved.
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