8b2cbd9085
Workflow (from the FigJam ADP board): - 9 new ADP action methods to wire up the orphan states that the board showed had no entry or no exit path: put_on_hold, withdraw, mark_denied, mark_rejected, mark_needs_correction, cancel, reopen_cancelled, reopen_expired, resubmit_from_denied. - 12-month auto-expire cron (_cron_adp_expire_approved) configurable via fusion_claims.adp_approval_expiry_months, runs daily at 03:00. - 3 new recovery buttons in the ADP form view (Reopen cancelled, Reopen expired, Resubmit from denied) in both the primary status bar and the secondary details panel. Email (from the 2026-04 email audit): - 6 new ADP stage email methods via a shared _adp_send_stage_email helper: assessment_scheduled, assessment_completed, application_received, accepted, cancelled, expired. Each has a matching dispatch entry in write(). - _send_rejection_email now includes the client (was authorizer-only). - _send_accepted_email excludes the authorizer per the new rule: "Accepted" is a passive intermediate state with no authorizer action required. - _send_ready_for_delivery_email excludes the authorizer: operational scheduling, not delivery confirmation. Authorizers are notified at case_closed when the product is actually delivered. - action_adp_put_on_hold and action_adp_withdraw now fire their matching email methods so direct action-method calls get the same notifications as the status_change_reason_wizard path. Authorizer notification rule (locked in for this update): Send to authorizer ONLY for initial involvement (assessment/submit/ resubmit), delivery confirmation (case_closed), and problem states (rejected, denied, needs_correction, withdrawn, on_hold, cancelled, expired). Skip for billing, payment, ready_delivery scheduling, and passive intermediates (accepted). Scope: ADP + ADP/ODSP only. MOD workflow emails reverted and deferred to a separate update. Deployed to odoo-westin (westin-v19) and odoo-mobility (mobility). Pre-existing stock_route_warehouse FK orphans on mobility worked around by verifying fusion_claims transaction committed before container restart.
182 lines
7.6 KiB
Python
182 lines
7.6 KiB
Python
# -*- coding: utf-8 -*-
|
|
# Copyright 2024-2025 Nexa Systems Inc.
|
|
# License OPL-1 (Odoo Proprietary License v1.0)
|
|
# Part of the Fusion Claim Assistant product family.
|
|
|
|
{
|
|
'name': 'Fusion Claims',
|
|
'version': '19.0.8.0.2',
|
|
'category': 'Sales',
|
|
'summary': 'Complete ADP Claims Management with Dashboard, Sales Integration, Billing Automation, and Two-Stage Verification.',
|
|
'description': """
|
|
Fusion Claims
|
|
=============
|
|
|
|
Part of the Fusion Claim Assistant product family by Nexa Systems Inc.
|
|
|
|
Fusion Claims is a comprehensive standalone application for managing ADP (Assistive Devices Program)
|
|
claims in Odoo. It provides its own sales management views, dashboard, claim workflow management,
|
|
automatic calculation of ADP and client portions, and professional PDF reports.
|
|
|
|
Key Features:
|
|
-------------
|
|
• Standalone application with its own menu and views
|
|
• Dashboard for claims overview and KPIs
|
|
• Integrated sales management (custom views separate from standard Sales app)
|
|
• Complete ADP claim workflow (Quotation → Ready for Submission → Application Submitted →
|
|
Application Approved → Ready to Bill → Billed to ADP → Case Closed)
|
|
• Automatic ADP/Client portion calculations with deductions (PCT/AMT)
|
|
• Support for multiple client types (REG=75%/25%, ODS/OWP/ACS=100%/0%)
|
|
• Split invoicing (Client Invoice + ADP Invoice)
|
|
• ADP Device Codes reference from Mobility Manual (JSON/CSV import)
|
|
• Device Approval Verification wizard - confirm which devices were approved by ADP
|
|
• Approval status tracking on order lines and invoices with visual indicators
|
|
• Professional PDF reports in Portrait and Landscape orientations
|
|
• ADP claim export to TXT format for billing
|
|
• Kanban board for ADP claim status tracking
|
|
• Field mapping for existing Odoo Studio fields
|
|
• Data persistence - fields survive module uninstall
|
|
|
|
Sales Management:
|
|
-----------------
|
|
• Custom quotation and order views with ADP fields
|
|
• ADP portion and client portion columns
|
|
• Serial number tracking per line item
|
|
• Device placement (Left/Right/N/A)
|
|
• Client type selection and automatic calculations
|
|
|
|
Claim Fields:
|
|
-------------
|
|
• Claim Number, Client Reference 1 & 2
|
|
• ADP Delivery Date, Service Start/End Dates
|
|
• Authorizer tracking
|
|
• Deduction Type (Percentage or Amount)
|
|
|
|
Report Features:
|
|
----------------
|
|
• Company logo and multi-store addresses
|
|
• Billing and delivery address boxes
|
|
• Authorizer and sales rep information
|
|
• Per-line ADP portion, client portion, taxes, and totals
|
|
• ADP device codes from products
|
|
• Serial numbers section
|
|
• Customizable payment terms
|
|
• Optional refund policy page
|
|
|
|
Copyright © 2024-2025 Nexa Systems Inc. All rights reserved.
|
|
""",
|
|
'author': 'Nexa Systems Inc.',
|
|
'website': 'https://www.nexasystems.ca',
|
|
'maintainer': 'Nexa Systems Inc.',
|
|
'support': 'support@nexasystems.ca',
|
|
'license': 'OPL-1',
|
|
'price': 0.00,
|
|
'currency': 'CAD',
|
|
'depends': [
|
|
'base',
|
|
'sale',
|
|
'sale_management',
|
|
'sale_margin',
|
|
'purchase',
|
|
'account',
|
|
'sales_team',
|
|
'stock',
|
|
'calendar',
|
|
'ai',
|
|
'fusion_ringcentral',
|
|
'fusion_tasks',
|
|
],
|
|
'external_dependencies': {
|
|
'python': ['pdf2image', 'PIL'],
|
|
},
|
|
'data': [
|
|
'security/security.xml',
|
|
'security/ir.model.access.csv',
|
|
'data/ir_config_parameter_data.xml',
|
|
'data/pdf_template_data.xml',
|
|
'data/mail_activity_type_data.xml',
|
|
'data/ir_cron_data.xml',
|
|
'data/ir_actions_server_data.xml',
|
|
'data/product_labor_data.xml',
|
|
'wizard/status_change_reason_wizard_views.xml',
|
|
'views/res_company_views.xml',
|
|
'views/res_config_settings_views.xml',
|
|
'views/sale_order_views.xml',
|
|
'views/account_move_views.xml',
|
|
'views/account_journal_views.xml',
|
|
'wizard/adp_export_wizard_views.xml',
|
|
'wizard/device_import_wizard_views.xml',
|
|
'wizard/device_approval_wizard_views.xml',
|
|
'wizard/submission_verification_wizard_views.xml',
|
|
|
|
'wizard/account_payment_register_views.xml',
|
|
'wizard/case_close_verification_wizard_views.xml',
|
|
'wizard/schedule_assessment_wizard_views.xml',
|
|
'wizard/assessment_completed_wizard_views.xml',
|
|
'wizard/application_received_wizard_views.xml',
|
|
'wizard/ready_for_submission_wizard_views.xml',
|
|
'wizard/ready_to_bill_wizard_views.xml',
|
|
'wizard/field_mapping_config_wizard_views.xml',
|
|
'wizard/ready_for_delivery_wizard_views.xml',
|
|
'wizard/send_to_mod_wizard_views.xml',
|
|
'wizard/mod_awaiting_funding_wizard_views.xml',
|
|
'wizard/mod_funding_approved_wizard_views.xml',
|
|
'wizard/mod_pca_received_wizard_views.xml',
|
|
'wizard/odsp_sa_mobility_wizard_views.xml',
|
|
'wizard/odsp_discretionary_wizard_views.xml',
|
|
'wizard/odsp_submit_to_odsp_wizard_views.xml',
|
|
'wizard/odsp_pre_approved_wizard_views.xml',
|
|
'wizard/odsp_ready_delivery_wizard_views.xml',
|
|
'wizard/send_page11_wizard_views.xml',
|
|
'wizard/adp_import_wizard_views.xml',
|
|
'views/res_partner_views.xml',
|
|
'views/pdf_template_inherit_views.xml',
|
|
'views/dashboard_views.xml',
|
|
'views/client_profile_views.xml',
|
|
'wizard/xml_import_wizard_views.xml',
|
|
'views/adp_export_record_views.xml',
|
|
'views/adp_claims_views.xml',
|
|
'views/submission_history_views.xml',
|
|
'views/product_template_adp_views.xml',
|
|
'views/page11_sign_request_views.xml',
|
|
'views/technician_task_views.xml',
|
|
'report/report_actions.xml',
|
|
'report/report_templates.xml',
|
|
'report/sale_report_portrait.xml',
|
|
'report/sale_report_landscape.xml',
|
|
'report/invoice_report_portrait.xml',
|
|
'report/invoice_report_landscape.xml',
|
|
'report/report_proof_of_delivery.xml',
|
|
'report/report_proof_of_delivery_standard.xml',
|
|
'report/report_proof_of_pickup.xml',
|
|
|
|
'report/report_approved_items.xml',
|
|
'report/report_grab_bar_waiver.xml',
|
|
'report/report_accessibility_contract.xml',
|
|
'report/report_mod_quotation.xml',
|
|
'report/report_mod_invoice.xml',
|
|
'data/mail_template_data.xml',
|
|
'data/ai_agent_data.xml',
|
|
],
|
|
'assets': {
|
|
'web.assets_backend': [
|
|
'fusion_claims/static/src/scss/fusion_claims.scss',
|
|
'fusion_claims/static/src/js/document_preview.js',
|
|
'fusion_claims/static/src/js/preview_button_widget.js',
|
|
'fusion_claims/static/src/js/status_selection_filter.js',
|
|
'fusion_claims/static/src/js/gallery_preview.js',
|
|
'fusion_claims/static/src/js/tax_totals_patch.js',
|
|
'fusion_claims/static/src/js/google_address_autocomplete.js',
|
|
'fusion_claims/static/src/js/calendar_store_hours.js',
|
|
'fusion_claims/static/src/js/attachment_image_compress.js',
|
|
'fusion_claims/static/src/js/debug_required_fields.js',
|
|
'fusion_claims/static/src/xml/document_preview.xml',
|
|
],
|
|
},
|
|
'images': ['static/description/icon.png'],
|
|
'installable': True,
|
|
'auto_install': False,
|
|
'application': True,
|
|
'post_init_hook': '_load_adp_device_codes',
|
|
}
|