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resubmit), delivery confirmation (case_closed), and problem states (rejected, denied, needs_correction, withdrawn, on_hold, cancelled, expired).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.
157 lines
8.2 KiB
XML
157 lines
8.2 KiB
XML
<?xml version="1.0" encoding="UTF-8"?>
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<!--
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Copyright 2024-2025 Nexa Systems Inc.
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License OPL-1 (Odoo Proprietary License v1.0)
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Part of the Fusion Claim Assistant product family.
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-->
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<odoo>
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<data>
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<!-- Cron Job: Renew ADP Delivery Reminders -->
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<record id="ir_cron_renew_delivery_reminders" model="ir.cron">
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<field name="name">Fusion Claims: Renew Delivery Reminders</field>
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<field name="model_id" ref="sale.model_sale_order"/>
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<field name="state">code</field>
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<field name="code">model._cron_renew_delivery_reminders()</field>
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<field name="interval_number">1</field>
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<field name="interval_type">days</field>
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<field name="active">True</field>
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</record>
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<!-- Cron Job: Renew ADP Billing Reminders -->
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<record id="ir_cron_renew_billing_reminders" model="ir.cron">
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<field name="name">Fusion Claims: Renew Billing Reminders</field>
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<field name="model_id" ref="account.model_account_move"/>
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<field name="state">code</field>
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<field name="code">model._cron_renew_billing_reminders()</field>
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<field name="interval_number">1</field>
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<field name="interval_type">days</field>
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<field name="active">True</field>
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</record>
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<!-- Cron Job: Renew ADP Correction Reminders -->
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<record id="ir_cron_renew_correction_reminders" model="ir.cron">
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<field name="name">Fusion Claims: Renew Correction Reminders</field>
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<field name="model_id" ref="account.model_account_move"/>
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<field name="state">code</field>
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<field name="code">model._cron_renew_correction_reminders()</field>
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<field name="interval_number">1</field>
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<field name="interval_type">days</field>
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<field name="active">True</field>
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</record>
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<!-- Cron Job: Auto-Close Cases (1 month after billed) -->
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<record id="ir_cron_auto_close_cases" model="ir.cron">
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<field name="name">Fusion Claims: Auto-Close Billed Cases</field>
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<field name="model_id" ref="sale.model_sale_order"/>
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<field name="state">code</field>
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<field name="code">model._cron_auto_close_billed_cases()</field>
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<field name="interval_number">1</field>
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<field name="interval_type">days</field>
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<field name="active">True</field>
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</record>
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<!-- Cron Job: Auto-Close ODSP Cases (7 days after payment received) -->
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<record id="ir_cron_auto_close_odsp_paid" model="ir.cron">
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<field name="name">Fusion Claims: Auto-Close ODSP Paid Cases</field>
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<field name="model_id" ref="sale.model_sale_order"/>
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<field name="state">code</field>
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<field name="code">model._cron_auto_close_odsp_paid_cases()</field>
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<field name="interval_number">1</field>
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<field name="interval_type">days</field>
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<field name="active">True</field>
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</record>
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<!-- Cron Job: Send Application Reminder Emails (4 days after assessment) -->
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<record id="ir_cron_application_reminder" model="ir.cron">
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<field name="name">Fusion Claims: First Application Reminder</field>
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<field name="model_id" ref="sale.model_sale_order"/>
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<field name="state">code</field>
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<field name="code">model._cron_send_application_reminders()</field>
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<field name="interval_number">1</field>
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<field name="interval_type">days</field>
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<field name="active">True</field>
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<field name="nextcall" eval="DateTime.now().replace(hour=9, minute=0, second=0)"/>
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</record>
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<!-- Cron Job: Send Second Application Reminder Emails (X days after first reminder) -->
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<record id="ir_cron_application_reminder_2" model="ir.cron">
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<field name="name">Fusion Claims: Second Application Reminder</field>
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<field name="model_id" ref="sale.model_sale_order"/>
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<field name="state">code</field>
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<field name="code">model._cron_send_application_reminders_2()</field>
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<field name="interval_number">1</field>
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<field name="interval_type">days</field>
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<field name="active">True</field>
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<field name="nextcall" eval="DateTime.now().replace(hour=9, minute=0, second=0)"/>
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</record>
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<!-- Cron Job: Acceptance Reminder Emails (next business day after submission) -->
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<record id="ir_cron_acceptance_reminder" model="ir.cron">
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<field name="name">Fusion Claims: Acceptance Reminder Emails</field>
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<field name="model_id" ref="sale.model_sale_order"/>
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<field name="state">code</field>
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<field name="code">model._cron_send_acceptance_reminders()</field>
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<field name="interval_number">1</field>
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<field name="interval_type">days</field>
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<field name="active">True</field>
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<field name="nextcall" eval="DateTime.now().replace(hour=9, minute=0, second=0)"/>
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</record>
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<!-- Cron Job: Loaner Equipment Reminders - moved to separate file after views -->
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<!-- Will be added via ir_cron_loaner_data.xml -->
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<!-- Cron Job: MOD Bi-weekly Follow-up Scheduler -->
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<record id="ir_cron_mod_followup_scheduler" model="ir.cron">
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<field name="name">Fusion Claims: MOD Follow-up Scheduler</field>
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<field name="model_id" ref="sale.model_sale_order"/>
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<field name="state">code</field>
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<field name="code">model._cron_mod_schedule_followups()</field>
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<field name="interval_number">1</field>
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<field name="interval_type">days</field>
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<field name="active">True</field>
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<field name="nextcall" eval="DateTime.now().replace(hour=8, minute=0, second=0)"/>
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</record>
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<!-- Cron Job: MOD Follow-up Escalation (auto-email when activity overdue) -->
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<record id="ir_cron_mod_followup_escalation" model="ir.cron">
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<field name="name">Fusion Claims: MOD Follow-up Escalation</field>
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<field name="model_id" ref="sale.model_sale_order"/>
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<field name="state">code</field>
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<field name="code">model._cron_mod_escalate_followups()</field>
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<field name="interval_number">1</field>
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<field name="interval_type">days</field>
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<field name="active">True</field>
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<field name="nextcall" eval="DateTime.now().replace(hour=10, minute=0, second=0)"/>
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</record>
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<!-- Cron Job: Expire Old Page 11 Signing Requests -->
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<record id="ir_cron_expire_page11_requests" model="ir.cron">
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<field name="name">Fusion Claims: Expire Page 11 Signing Requests</field>
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<field name="model_id" ref="model_fusion_page11_sign_request"/>
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<field name="state">code</field>
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<field name="code">model._cron_expire_requests()</field>
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<field name="interval_number">1</field>
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<field name="interval_type">days</field>
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<field name="active">True</field>
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<field name="nextcall" eval="DateTime.now().replace(hour=2, minute=0, second=0)"/>
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</record>
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<!-- Cron Job: ADP 12-month auto-expire for approved applications.
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Approved / approved_deduction orders past the configured funding
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window (fusion_claims.adp_approval_expiry_months, default 12 months)
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are auto-transitioned to 'expired'. Users can reopen via the
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"Reopen Expired" button on the order form. -->
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<record id="ir_cron_adp_expire_approved" model="ir.cron">
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<field name="name">Fusion Claims: ADP Expire Approved Applications</field>
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<field name="model_id" ref="sale.model_sale_order"/>
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<field name="state">code</field>
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<field name="code">model._cron_adp_expire_approved()</field>
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<field name="interval_number">1</field>
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<field name="interval_type">days</field>
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<field name="active">True</field>
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<field name="nextcall" eval="DateTime.now().replace(hour=3, minute=0, second=0)"/>
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</record>
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</data>
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</odoo>
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