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gsinghpal 9a8e1d7ab5 feat(fusion_portal): ADP/express->visit wiring, visit entry tile, email consolidation (live on westin 19.0.2.10.0) 
- express save captures visit_id; visit-linked submit defers SO creation
  (saves draft + signature) and returns to the visit for grouping.
- portal dashboard 'Start a Visit' tile for sales reps.
- fix duplicate-authorizer completion email; visit grouped SOs email once per SO.
- define visit._assessment_sale_type (ADP grouping key) - fixes AttributeError.

Verified on a westin-v19 clone (load + ADP-grouping + combination-guard smoke
test, mail neutralised) then deployed to westin prod 19.0.2.10.0.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-02 08:50:25 -04:00
.cursor/rules
chore: add environment-safety cursor rule
2026-04-19 07:42:22 -04:00
.gitea/workflows
ci(fusion_accounting): add CI workflow scaffold + Phase 0 deferral note
2026-04-19 01:18:36 -04:00
.superpowers/brainstorm/84408-1776602183
changes
2026-04-20 01:16:12 -04:00
disable_iap_calls
changes
2026-04-24 21:04:38 -04:00
disable_odoo_online
changes
2026-04-24 21:04:38 -04:00
disable_publisher_warranty
changes
2026-04-24 21:04:38 -04:00
docs
feat(fusion_portal): funding-source selector on accessibility forms (#3)
2026-06-02 01:44:19 -04:00
Entech Plating
changes
2026-04-24 21:04:38 -04:00
fusion_accounting
changes
2026-05-16 13:18:52 -04:00
fusion_accounts
changes
2026-04-24 21:04:38 -04:00
fusion_api
changes
2026-04-24 21:04:38 -04:00
fusion_canada_post
changes
2026-05-21 03:37:25 -04:00
fusion_centralize_billing
feat(billing): Stripe/Lago-verified go-forward sync + activate daily cron
2026-05-27 18:37:36 -04:00
fusion_chatter_enhance
changes
2026-04-24 21:04:38 -04:00
fusion_claims
refactor(fusion_portal): rename from fusion_authorizer_portal + modern photo cards on accessibility selector
2026-06-01 22:38:14 -04:00
fusion_clock
refactor(fusion_portal): rename from fusion_authorizer_portal + modern photo cards on accessibility selector
2026-06-01 22:38:14 -04:00
fusion_clock_ai
changes
2026-04-24 21:04:38 -04:00
fusion_clover
changes
2026-04-29 03:35:33 -04:00
fusion_digitize
changes
2026-04-24 21:04:38 -04:00
fusion_faxes
changes
2026-05-22 18:01:31 -04:00
fusion_helpdesk
refactor(fusion_helpdesk): owner contact is a res.partner, not two text fields
2026-05-27 13:21:08 -04:00
fusion_helpdesk_central
fix(fusion_helpdesk_central): chatter notice no longer collapsed; adds summary
2026-05-27 15:36:46 -04:00
fusion_inventory
changes
2026-05-30 20:59:59 -04:00
fusion_iot
changes
2026-04-28 19:39:37 -04:00
fusion_labels
changes
2026-04-24 21:04:38 -04:00
fusion_loaners_management
changes
2026-04-24 21:04:38 -04:00
fusion_login_audit
changes
2026-05-30 20:59:59 -04:00
fusion_ltc_management
changes
2026-04-24 21:04:38 -04:00
fusion_notes
changes
2026-04-24 21:04:38 -04:00
fusion_odoo_fixes
changes
2026-04-24 21:04:38 -04:00
fusion_payroll
changes
2026-04-24 21:04:38 -04:00
fusion_pdf_preview
changes
2026-05-21 03:37:25 -04:00
fusion_planning
fix(fusion_planning): My Schedule shows posted fusion_clock shifts, not just Planning slots
2026-05-31 01:37:18 -04:00
fusion_plating
fix(fusion_plating_jobs): first/seeded stage never auto-finished on drain
2026-06-02 08:37:29 -04:00
fusion_portal
feat(fusion_portal): ADP/express->visit wiring, visit entry tile, email consolidation (live on westin 19.0.2.10.0)
2026-06-02 08:50:25 -04:00
fusion_poynt
changes
2026-04-24 21:04:38 -04:00
fusion_projects
changes
2026-04-29 03:35:33 -04:00
fusion_rental
changes
2026-04-30 18:08:36 -04:00
fusion_repairs
refactor(fusion_portal): rename from fusion_authorizer_portal + modern photo cards on accessibility selector
2026-06-01 22:38:14 -04:00
fusion_reports_templates
changes
2026-05-11 03:20:31 -04:00
fusion_ringcentral
changes
2026-04-24 21:04:38 -04:00
fusion_schedule
refactor(fusion_portal): rename from fusion_authorizer_portal + modern photo cards on accessibility selector
2026-06-01 22:38:14 -04:00
fusion_service_charges
feat(billing): seed Westin/Mobility service charges on first install only
2026-05-21 02:08:52 -04:00
fusion_shipping
changes
2026-05-21 03:37:25 -04:00
fusion_so_to_po
changes
2026-04-24 21:04:38 -04:00
fusion_tasks
changes
2026-05-30 20:59:59 -04:00
fusion_templates
changes
2026-04-24 21:04:38 -04:00
fusion_theme_switcher
changes
2026-05-12 09:08:34 -04:00
fusion_voip_ringcentral
changes
2026-04-24 21:04:38 -04:00
fusion_whitelabels
changes
2026-05-13 08:17:35 -04:00
fusion-plating
changes
2026-05-23 07:53:41 -04:00
fusion-statements
changes
2026-04-24 21:04:38 -04:00
fusion-woo-odoo
changes
2026-04-24 21:04:38 -04:00
graphify-out
changes
2026-04-24 21:04:38 -04:00
network_logger
changes
2026-04-24 21:04:38 -04:00
nexa_coa_setup
feat(nexa_coa_setup): analytic plans + seed accounts
2026-05-12 18:53:21 -04:00
Obsolete Files
changes
2026-04-24 21:04:38 -04:00
scripts
feat(billing): service API-key generation + matching
2026-05-27 08:42:08 -04:00
tools/fusion_clock_acr_wedge
changes
2026-05-16 13:07:50 -04:00
Work in Progress
refactor(fusion_portal): rename from fusion_authorizer_portal + modern photo cards on accessibility selector
2026-06-01 22:38:14 -04:00
.DS_Store
changes
2026-05-30 20:59:59 -04:00
.gitattributes
Initial commit
2026-02-22 01:22:18 -05:00
.gitignore
changes
2026-05-31 21:33:44 -04:00
AGENTS.md
chnages
2026-05-27 16:12:22 -04:00
at_accounting-18.0.1.7.zip
changes
2026-04-12 09:11:35 -04:00
batch3_models.sql
changes
2026-04-03 15:45:18 -04:00
batch4_models.sql
changes
2026-04-03 15:45:18 -04:00
batch5_models.sql
changes
2026-04-03 15:45:18 -04:00
batch6_transfers.sql
changes
2026-04-03 15:45:18 -04:00
batch7_rbc.sql
changes
2026-04-03 15:45:18 -04:00
batch8_fixes.sql
changes
2026-04-03 15:45:18 -04:00
batch9_rbc_visa.sql
changes
2026-04-03 15:45:18 -04:00
batch_reconcile.py
changes
2026-04-03 15:45:18 -04:00
CLAUDE.md
refactor(fusion_portal): rename from fusion_authorizer_portal + modern photo cards on accessibility selector
2026-06-01 22:38:14 -04:00
cleanup_duplicates.py
changes
2026-04-03 15:45:18 -04:00
debug_reconcile.py
changes
2026-04-03 15:45:18 -04:00
fix_elavon.py
changes
2026-04-03 15:45:18 -04:00
fix_from_lines.py
changes
2026-04-03 15:45:18 -04:00
fix_no_tax.sql
changes
2026-04-03 15:45:18 -04:00
fix_po_vendor_models.sql
changes
2026-04-03 15:45:18 -04:00
fix_reconcile_models.sql
changes
2026-04-03 15:45:18 -04:00
match_outstanding_receipts.py
changes
2026-04-03 15:45:18 -04:00
match_poynt_customers.py
changes
2026-04-03 15:45:18 -04:00
match_poynt_refunds.py
changes
2026-04-03 15:45:18 -04:00
match_poynt_v2.py
changes
2026-04-03 15:45:18 -04:00
match_poynt_v3.py
changes
2026-04-03 15:45:18 -04:00
match_rbc_transfers.py
changes
2026-04-03 15:45:18 -04:00
merge_models.sql
changes
2026-04-03 15:45:18 -04:00
muk_web_enterprise_theme-19.0.1.4.5.zip
changes
2026-04-12 09:11:35 -04:00
muk_web_theme-19.0.1.4.3.zip
changes
2026-04-12 09:11:35 -04:00
process_poynt_batches.py
changes
2026-04-03 15:45:18 -04:00
rename_models.sql
changes
2026-04-03 15:45:18 -04:00
run_poynt_sync.py
changes
2026-04-03 15:45:18 -04:00
run_transfer_reconcile.py
changes
2026-04-03 15:45:18 -04:00
session7.txt
changes
2026-04-03 15:45:18 -04:00
test_transfer_match.py
changes
2026-04-03 15:45:18 -04:00
visa_models2.sql
changes
2026-04-03 15:45:18 -04:00
visa_models.sql
changes
2026-04-03 15:45:18 -04:00
Description
Odoo 19 custom modules
224 MiB
Languages
Python 57.7%
HTML 23.9%
JavaScript 14.9%
SCSS 2.2%
CSS 0.8%
Other 0.4%