13fabb0e79
Bundles multiple assessments per home visit; on completion groups them by funding workflow (x_fc_sale_type) into one draft sale order per workflow (March of Dimes / ADP / ODSP / WSIB / private / hardship / insurance). Adds the mobility scooter ADP device type, the power-mobility home-access rule, ADP multi-device combination guard, and the portal visit workspace. Verified on a westin-v19 clone (clean registry load + funding-grouping smoke test) then deployed to westin prod (fusion_portal 19.0.2.9.0). Prod's pre-existing orphaned tax links were preserved (Odoo skips existing FKs), pending a later audit. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
116 lines
8.1 KiB
XML
116 lines
8.1 KiB
XML
<?xml version="1.0" encoding="UTF-8"?>
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<odoo>
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<template id="portal_visit_workspace" name="Assessment Visit Workspace">
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<t t-call="portal.portal_layout">
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<t t-set="no_breadcrumbs" t-value="True"/>
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<div class="container py-4">
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<nav aria-label="breadcrumb" class="mb-3">
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<ol class="breadcrumb">
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<li class="breadcrumb-item"><a href="/my">Dashboard</a></li>
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<li class="breadcrumb-item active">Assessment Visit</li>
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</ol>
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</nav>
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<t t-if="error">
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<div class="alert alert-danger"><i class="fa fa-exclamation-circle"/> <t t-esc="error"/></div>
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</t>
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<div class="d-flex justify-content-between align-items-center mb-3">
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<h3 class="mb-0"><i class="fa fa-clipboard text-primary"/> Visit <t t-esc="visit.name"/></h3>
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<span class="badge bg-secondary"><span t-field="visit.state"/></span>
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</div>
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<t t-if="visit.state == 'done'">
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<div class="alert alert-success">
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<strong>Visit completed.</strong> Sale orders created:
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<ul class="mb-0">
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<t t-foreach="visit.sale_order_ids" t-as="so">
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<li><a t-attf-href="/my/sales/case/{{so.id}}"><t t-esc="so.name"/></a> — <span t-field="so.x_fc_sale_type"/></li>
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</t>
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</ul>
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</div>
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</t>
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<!-- Assessments added this visit -->
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<div class="card border-0 shadow-sm mb-4">
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<div class="card-header bg-white"><strong>Assessments this visit</strong> (<t t-esc="visit.assessment_count"/>)</div>
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<div class="card-body">
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<p t-if="not visit.assessment_count" class="text-muted mb-0">
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Nothing added yet — use the buttons below to add what you're assessing.
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</p>
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<ul class="list-group" t-if="visit.assessment_count">
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<t t-foreach="visit.adp_assessment_ids" t-as="a">
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<li class="list-group-item d-flex justify-content-between align-items-center">
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<span><i class="fa fa-wheelchair text-primary"/> ADP — <span t-field="a.equipment_type"/></span>
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<span class="badge bg-light text-dark"><span t-field="a.state"/></span>
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</li>
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</t>
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<t t-foreach="visit.accessibility_assessment_ids" t-as="a">
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<li class="list-group-item d-flex justify-content-between align-items-center">
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<span><span t-field="a.assessment_type"/> — <span t-field="a.x_fc_funding_source"/></span>
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<span class="badge bg-light text-dark"><span t-field="a.state"/></span>
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</li>
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</t>
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</ul>
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</div>
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</div>
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<t t-if="visit.state != 'done'">
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<!-- Add assessment -->
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<div class="card border-0 shadow-sm mb-4">
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<div class="card-header bg-white"><strong>+ Add assessment</strong></div>
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<div class="card-body d-flex flex-wrap gap-2">
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<a class="btn btn-outline-primary" t-attf-href="/my/assessment/express?visit_id={{visit.id}}">Wheelchair / ADP</a>
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<a class="btn btn-outline-primary" t-attf-href="/my/accessibility/stairlift/straight?visit_id={{visit.id}}">Straight Stair Lift</a>
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<a class="btn btn-outline-primary" t-attf-href="/my/accessibility/stairlift/curved?visit_id={{visit.id}}">Curved Stair Lift</a>
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<a class="btn btn-outline-primary" t-attf-href="/my/accessibility/vpl?visit_id={{visit.id}}">Platform / Porch Lift</a>
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<a class="btn btn-outline-primary" t-attf-href="/my/accessibility/ceiling-lift?visit_id={{visit.id}}">Ceiling Lift</a>
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<a class="btn btn-outline-primary" t-attf-href="/my/accessibility/ramp?visit_id={{visit.id}}">Custom Ramp</a>
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<a class="btn btn-outline-primary" t-attf-href="/my/accessibility/bathroom?visit_id={{visit.id}}">Bathroom Mod</a>
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<a class="btn btn-outline-primary" t-attf-href="/my/accessibility/tub-cutout?visit_id={{visit.id}}">Tub Cutout</a>
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</div>
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</div>
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<!-- Client details (deferred) -->
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<div class="card border-0 shadow-sm mb-4">
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<div class="card-header bg-white"><strong>Client details</strong>
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<span class="text-muted small">— fill in after the therapist leaves</span></div>
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<div class="card-body">
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<form t-attf-action="/my/visit/{{visit.id}}/save" method="post">
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<input type="hidden" name="csrf_token" t-att-value="request.csrf_token()"/>
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<div class="row">
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<div class="col-md-6 mb-3"><label class="form-label">Client Name</label>
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<input type="text" name="client_name" class="form-control" t-att-value="visit.client_name"/></div>
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<div class="col-md-6 mb-3"><label class="form-label">Phone</label>
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<input type="text" name="client_phone" class="form-control" t-att-value="visit.client_phone"/></div>
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<div class="col-md-6 mb-3"><label class="form-label">Email</label>
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<input type="email" name="client_email" class="form-control" t-att-value="visit.client_email"/></div>
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<div class="col-md-6 mb-3"><label class="form-label">Address</label>
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<input type="text" name="client_address" class="form-control" t-att-value="visit.client_address"/></div>
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</div>
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<div class="mb-3" t-if="visit.has_mod_items">
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<label class="form-label">Income under March of Dimes threshold?
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<span class="text-muted small">(MOD covers up to $15k/person, lifetime)</span></label>
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<select name="x_fc_income_under_mod_threshold" class="form-select">
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<option value="unknown" t-att-selected="visit.x_fc_income_under_mod_threshold == 'unknown'">Unknown</option>
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<option value="yes" t-att-selected="visit.x_fc_income_under_mod_threshold == 'yes'">Yes — under threshold (full $15k)</option>
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<option value="no" t-att-selected="visit.x_fc_income_under_mod_threshold == 'no'">No — over threshold (may be denied/partial)</option>
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</select>
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</div>
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<button type="submit" class="btn btn-secondary">Save client details</button>
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</form>
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</div>
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</div>
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<!-- Complete -->
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<form t-attf-action="/my/visit/{{visit.id}}/complete" method="post" t-if="visit.assessment_count">
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<input type="hidden" name="csrf_token" t-att-value="request.csrf_token()"/>
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<button type="submit" class="btn btn-primary btn-lg">Complete visit & create sale orders →</button>
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<p class="text-muted small mt-2">Creates one sale order per funding workflow (ADP / March of Dimes / private / ...).</p>
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</form>
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</t>
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</div>
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</t>
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</template>
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</odoo>
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