a839285bd4
- Add fusion_claims.adp.export.record model with filestore-backed Binary field for tracking exported ADP claims files organized by Year > Month > Posting Period - Add tree/form/search views with default group-by hierarchy, latest first - Add "Export Files" menuitem under ADP menu section - Add bulk ZIP download server action for multi-select export - Replace Documents app storage with new model in export wizard - Remove Documents-related methods (_save_to_documents, folder creation) - Add migration button in Settings to move existing Documents files - Fix Export ADP button visibility: only show on ADP portion invoices - Remove redundant Sync All button from invoice form - Add ACL entries for billing users (read/create) and managers (full CRUD) - Bump version to 19.0.7.3.0 Made-with: Cursor
493 lines
29 KiB
XML
493 lines
29 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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<!-- Add Fusion Central Settings as a new app block -->
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<record id="res_config_settings_view_form_fusion_claims" model="ir.ui.view">
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<field name="name">res.config.settings.view.form.fusion.central</field>
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<field name="model">res.config.settings</field>
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<field name="inherit_id" ref="base.res_config_settings_view_form"/>
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<field name="arch" type="xml">
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<xpath expr="//form" position="inside">
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<app data-string="Fusion Claims" string="Fusion Claims" name="fusion_claims"
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groups="fusion_claims.group_fusion_claims_manager">
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<h2>ADP Billing</h2>
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<div class="row mt-4 o_settings_container">
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<!-- ADP Vendor Code -->
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<div class="col-12 col-lg-6 o_setting_box">
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<div class="o_setting_right_pane">
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<span class="o_form_label">ADP Vendor Code</span>
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<div class="text-muted">Your ADP vendor/location code for claim submissions</div>
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<div class="mt-2">
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<field name="fc_vendor_code" placeholder="e.g., 1234567"/>
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</div>
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</div>
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</div>
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</div>
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<h2>ADP Posting Schedule</h2>
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<div class="row mt-4 o_settings_container">
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<!-- Posting Schedule Configuration -->
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<div class="col-12 col-lg-6 o_setting_box">
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<div class="o_setting_right_pane">
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<span class="o_form_label">Posting Cycle</span>
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<div class="text-muted">Configure the bi-weekly ADP posting schedule</div>
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<div class="mt-2">
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<div class="row mb-2">
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<label for="fc_adp_posting_base_date" class="col-5 col-form-label">Base Posting Date</label>
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<div class="col-7">
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<field name="fc_adp_posting_base_date"/>
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</div>
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</div>
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<div class="row mb-2">
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<label for="fc_adp_posting_frequency_days" class="col-5 col-form-label">Frequency (Days)</label>
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<div class="col-7">
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<field name="fc_adp_posting_frequency_days"/>
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</div>
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</div>
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</div>
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<div class="alert alert-info mt-3" role="alert">
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<strong>Schedule Info:</strong>
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<ul class="mb-0 mt-1">
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<li>Submission Deadline: Wednesday 6 PM before posting day</li>
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<li>Payment Processed: Posting day + 7 days</li>
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<li>Payment Received: Posting day + ~10 days</li>
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</ul>
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</div>
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</div>
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</div>
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<!-- Reminder Recipients -->
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<div class="col-12 col-lg-6 o_setting_box">
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<div class="o_setting_right_pane">
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<span class="o_form_label">Automatic Reminders</span>
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<div class="text-muted">Configure who receives ADP billing reminders</div>
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<div class="mt-2">
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<div class="row mb-2">
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<label for="fc_adp_billing_reminder_user_id" class="col-12 col-form-label">
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Billing Deadline Person
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</label>
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<div class="col-12">
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<field name="fc_adp_billing_reminder_user_id"
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domain="[('share', '=', False)]"
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placeholder="Select user for billing reminders..."/>
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<div class="text-muted small">Reminded on Monday to complete billing by Wednesday 6 PM</div>
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</div>
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</div>
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<div class="row mt-3">
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<label for="fc_adp_correction_reminder_user_ids" class="col-12 col-form-label">
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Correction Alert Recipients
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</label>
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<div class="col-12">
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<field name="fc_adp_correction_reminder_user_ids"
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widget="many2many_tags"
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domain="[('share', '=', False)]"
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placeholder="Select users for correction alerts..."/>
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<div class="text-muted small">Notified when invoices need correction/resubmission</div>
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</div>
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</div>
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</div>
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</div>
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</div>
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</div>
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<h2>Email Notifications</h2>
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<div class="row mt-4 o_settings_container">
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<!-- Enable/Disable Notifications -->
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<div class="col-12 col-lg-6 o_setting_box">
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<div class="o_setting_left_pane">
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<field name="fc_enable_email_notifications"/>
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</div>
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<div class="o_setting_right_pane">
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<label for="fc_enable_email_notifications"/>
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<div class="text-muted">
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Send automated email notifications when ADP workflow status changes
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(assessment completed, application submitted, approved, denied, case closed, etc.)
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</div>
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</div>
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</div>
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<!-- Office CC Emails -->
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<div class="col-12 col-lg-6 o_setting_box">
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<div class="o_setting_right_pane">
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<span class="o_form_label">Office Notification Recipients</span>
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<div class="text-muted">
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These contacts will receive a copy (CC) of all automated ADP notifications
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so the office staff can stay in the loop.
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</div>
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<div class="mt-2">
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<field name="fc_office_notification_ids"
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widget="many2many_tags"
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domain="[('user_ids.share', '=', False)]"
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options="{'no_create': True}"/>
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</div>
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</div>
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</div>
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<!-- Application Reminder Days -->
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<div class="col-12 col-lg-6 o_setting_box">
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<div class="o_setting_right_pane">
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<span class="o_form_label">Application Reminders</span>
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<div class="text-muted">
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Automated reminders to therapist to submit the ADP application.
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</div>
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<div class="mt-2 row">
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<div class="col-4">
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<field name="fc_application_reminder_days"/>
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</div>
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<div class="col-8 pt-2 text-muted">days after assessment (first reminder)</div>
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</div>
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<div class="mt-2 row">
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<div class="col-4">
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<field name="fc_application_reminder_2_days"/>
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</div>
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<div class="col-8 pt-2 text-muted">days after first reminder (second reminder)</div>
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</div>
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</div>
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</div>
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</div>
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<!-- Workflow Lock Settings -->
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<h2 class="mt-4">Workflow Settings</h2>
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<div class="row mt-4 o_settings_container">
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<div class="col-12 col-lg-6 o_setting_box">
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<div class="o_setting_left_pane">
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<field name="fc_allow_sale_type_override"/>
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</div>
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<div class="o_setting_right_pane">
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<label for="fc_allow_sale_type_override"/>
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<div class="text-muted">
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Allow changing Sale Type even after application is submitted.
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Use this for cases where additional benefits (ODSP, etc.) are discovered.
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</div>
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</div>
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</div>
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<div class="col-12 col-lg-6 o_setting_box">
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<div class="o_setting_left_pane">
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<field name="fc_allow_document_lock_override"/>
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</div>
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<div class="o_setting_right_pane">
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<label for="fc_allow_document_lock_override"/>
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<div class="text-muted">
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Allow users in the "Document Lock Override" group to edit locked documents
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on old cases. Turn this OFF once all legacy cases are processed.
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</div>
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</div>
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</div>
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<div class="col-12 col-lg-6 o_setting_box">
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<div class="o_setting_right_pane">
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<span class="o_form_label">Designated Vendor Signer</span>
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<div class="text-muted">
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The user who signs Page 12 on behalf of the company.
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</div>
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<div class="mt-2">
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<field name="fc_designated_vendor_signer"
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domain="[('share', '=', False)]"/>
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</div>
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</div>
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</div>
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</div>
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<h2>AI Client Intelligence</h2>
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<div class="row mt-4 o_settings_container">
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<!-- AI API Key -->
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<div class="col-12 col-lg-6 o_setting_box">
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<div class="o_setting_right_pane">
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<span class="o_form_label">AI API Key</span>
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<div class="text-muted">
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OpenAI API key for Client Intelligence chat and AI analysis features.
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</div>
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<div class="mt-2">
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<field name="fc_ai_api_key" placeholder="sk-..." password="True"/>
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</div>
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</div>
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</div>
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<!-- AI Model -->
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<div class="col-12 col-lg-6 o_setting_box">
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<div class="o_setting_right_pane">
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<span class="o_form_label">AI Model</span>
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<div class="text-muted">
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Which AI model to use for client intelligence queries.
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</div>
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<div class="mt-2">
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<field name="fc_ai_model"/>
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</div>
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</div>
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</div>
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<!-- Auto XML Parse -->
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<div class="col-12 col-lg-6 o_setting_box">
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<div class="o_setting_left_pane">
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<field name="fc_auto_parse_xml"/>
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</div>
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<div class="o_setting_right_pane">
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<label for="fc_auto_parse_xml"/>
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<div class="text-muted">
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Automatically parse ADP XML files when uploaded to sale orders
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and create/update client profiles.
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</div>
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</div>
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</div>
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</div>
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<h2>March of Dimes</h2>
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<div class="row mt-4 o_settings_container">
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<div class="col-12 col-lg-6 o_setting_box">
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<div class="o_setting_right_pane">
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<span class="o_form_label">Default MOD Email</span>
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<div class="text-muted">
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Email used for sending initial quotations and documents to March of Dimes.
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</div>
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<div class="mt-2">
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<field name="fc_mod_default_email" placeholder="hvmp@marchofdimes.ca"/>
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</div>
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</div>
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</div>
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<div class="col-12 col-lg-6 o_setting_box">
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<div class="o_setting_right_pane">
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<span class="o_form_label">March of Dimes Vendor Code</span>
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<div class="text-muted">
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Your vendor code assigned by March of Dimes.
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</div>
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<div class="mt-2">
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<field name="fc_mod_vendor_code" placeholder="e.g. TRD0001234"/>
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</div>
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</div>
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</div>
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</div>
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<h2>Twilio SMS</h2>
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<div class="row mt-4 o_settings_container">
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<div class="col-12 col-lg-6 o_setting_box">
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<div class="o_setting_left_pane">
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<field name="fc_twilio_enabled"/>
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</div>
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<div class="o_setting_right_pane">
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<label for="fc_twilio_enabled"/>
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<div class="text-muted">
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Send SMS confirmations for assessment bookings and key status updates via Twilio.
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</div>
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</div>
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</div>
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<div class="col-12 col-lg-6 o_setting_box">
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<div class="o_setting_right_pane">
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<span class="o_form_label">Twilio Phone Number</span>
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<div class="mt-2">
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<field name="fc_twilio_phone_number" placeholder="+1234567890"/>
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</div>
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</div>
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</div>
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<div class="col-12 col-lg-6 o_setting_box">
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<div class="o_setting_right_pane">
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<span class="o_form_label">Account SID</span>
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<div class="mt-2">
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<field name="fc_twilio_account_sid" password="True"/>
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</div>
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</div>
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</div>
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<div class="col-12 col-lg-6 o_setting_box">
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<div class="o_setting_right_pane">
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<span class="o_form_label">Auth Token</span>
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<div class="mt-2">
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<field name="fc_twilio_auth_token" password="True"/>
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</div>
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</div>
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</div>
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</div>
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<h2>March of Dimes Follow-Up</h2>
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<div class="row mt-4 o_settings_container">
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<div class="col-12 col-lg-6 o_setting_box">
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<div class="o_setting_right_pane">
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<span class="o_form_label">Follow-up Interval</span>
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<div class="text-muted">
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Days between follow-up reminders for MOD cases awaiting funding.
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</div>
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<div class="mt-2">
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<field name="fc_mod_followup_interval_days"/> days
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</div>
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</div>
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</div>
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<div class="col-12 col-lg-6 o_setting_box">
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<div class="o_setting_right_pane">
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<span class="o_form_label">Auto-Email Escalation Delay</span>
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<div class="text-muted">
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Days after a follow-up activity is overdue before sending an automatic email to the client.
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</div>
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<div class="mt-2">
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<field name="fc_mod_followup_escalation_days"/> days
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</div>
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</div>
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</div>
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</div>
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<!-- ============================================================= -->
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<!-- DATA MIGRATION -->
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<!-- ============================================================= -->
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<h2>Data Migration</h2>
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<div class="row mt-4 o_settings_container">
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<div class="col-12 col-lg-6 o_setting_box">
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<div class="o_setting_right_pane">
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<span class="o_form_label">Migrate Export Files from Documents</span>
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<div class="text-muted">
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Move existing ADP export files from the Documents app into the
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new ADP Export Files menu. Only needs to be run once after upgrading.
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</div>
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<div class="mt-2">
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<button name="action_migrate_adp_export_files"
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string="Migrate Export Files"
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type="object"
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class="btn-secondary"
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icon="fa-exchange"
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confirm="This will migrate all ADP export files from Documents to the new Export Files menu. Continue?"/>
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</div>
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</div>
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</div>
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</div>
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<!-- ============================================================= -->
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<!-- ODSP CONFIGURATION -->
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<!-- ============================================================= -->
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<h2>ODSP Configuration</h2>
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<div class="row mt16 o_settings_container">
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<div class="col-12 col-lg-6 o_setting_box">
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<div class="o_setting_right_pane">
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<span class="o_form_label">SA Mobility Email</span>
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<div class="text-muted">
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Email address for SA Mobility submissions (can be changed if the government email changes).
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</div>
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<div class="mt-2">
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<field name="fc_sa_mobility_email" placeholder="samobility@ontario.ca"/>
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</div>
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</div>
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</div>
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<div class="col-12 col-lg-6 o_setting_box">
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<div class="o_setting_right_pane">
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<span class="o_form_label">SA Mobility Phone</span>
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<div class="text-muted">
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SA Mobility phone number for reference.
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</div>
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<div class="mt-2">
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<field name="fc_sa_mobility_phone" placeholder="1-888-222-5099"/>
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</div>
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</div>
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</div>
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<div class="col-12 col-lg-6 o_setting_box">
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<div class="o_setting_right_pane">
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<span class="o_form_label">Default ODSP Office</span>
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<div class="text-muted">
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Default ODSP office contact for new ODSP cases.
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</div>
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<div class="mt-2">
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<field name="fc_odsp_default_office_id"/>
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</div>
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</div>
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</div>
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</div>
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<!-- ===== PORTAL BRANDING ===== -->
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<h2>Portal Branding</h2>
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<div class="row mt16 o_settings_container">
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<div class="col-12 o_setting_box">
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<div class="o_setting_right_pane">
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<span class="o_form_label">Portal Gradient Theme</span>
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<div class="text-muted mb-3">
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Choose a preset gradient or customize your own colors for the portal dashboard.
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</div>
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<div class="mb-3">
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<field name="fc_portal_gradient_preset" widget="radio"/>
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</div>
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<div class="d-flex flex-wrap gap-2 mb-3">
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<button type="object" name="action_set_gradient_green_teal"
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class="btn btn-sm btn-outline-secondary d-flex align-items-center gap-2">
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<span style="display:inline-block;width:20px;height:20px;border-radius:4px;background:linear-gradient(135deg,#5ba848 0%,#3a8fb7 60%,#2e7aad 100%);"/>
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Green to Teal
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</button>
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<button type="object" name="action_set_gradient_blue_purple"
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class="btn btn-sm btn-outline-secondary d-flex align-items-center gap-2">
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<span style="display:inline-block;width:20px;height:20px;border-radius:4px;background:linear-gradient(135deg,#4a90d9 0%,#7b68ee 60%,#6a5acd 100%);"/>
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Blue to Purple
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</button>
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<button type="object" name="action_set_gradient_orange_red"
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class="btn btn-sm btn-outline-secondary d-flex align-items-center gap-2">
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<span style="display:inline-block;width:20px;height:20px;border-radius:4px;background:linear-gradient(135deg,#f7971e 0%,#e44d26 60%,#c0392b 100%);"/>
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Sunset Orange
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</button>
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<button type="object" name="action_set_gradient_dark_slate"
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class="btn btn-sm btn-outline-secondary d-flex align-items-center gap-2">
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<span style="display:inline-block;width:20px;height:20px;border-radius:4px;background:linear-gradient(135deg,#2c3e50 0%,#4a6274 60%,#34495e 100%);"/>
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Dark Slate
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</button>
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</div>
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<div class="row mb-3" invisible="fc_portal_gradient_preset != 'custom'">
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<div class="col-md-4">
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<span class="o_form_label">Start Color</span>
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<field name="fc_portal_gradient_start" widget="color"/>
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</div>
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<div class="col-md-4">
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<span class="o_form_label">Mid Color</span>
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<field name="fc_portal_gradient_mid" widget="color"/>
|
|
</div>
|
|
<div class="col-md-4">
|
|
<span class="o_form_label">End Color</span>
|
|
<field name="fc_portal_gradient_end" widget="color"/>
|
|
</div>
|
|
</div>
|
|
|
|
<div class="mb-2">
|
|
<span class="o_form_label">Preview</span>
|
|
<div class="text-muted small">Preview updates after saving settings.</div>
|
|
</div>
|
|
<field name="fc_portal_gradient_preview" widget="html" readonly="1" class="border-0"/>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
|
|
<!-- Hidden fields for field mappings (still needed for ir.config_parameter storage) -->
|
|
<div class="d-none">
|
|
<field name="fc_field_sale_type"/>
|
|
<field name="fc_field_so_client_type"/>
|
|
<field name="fc_field_so_authorizer"/>
|
|
<field name="fc_field_invoice_type"/>
|
|
<field name="fc_field_inv_client_type"/>
|
|
<field name="fc_field_inv_authorizer"/>
|
|
<field name="fc_field_product_code"/>
|
|
<field name="fc_field_sol_serial"/>
|
|
<field name="fc_field_aml_serial"/>
|
|
<field name="fc_field_so_claim_number"/>
|
|
<field name="fc_field_so_client_ref_1"/>
|
|
<field name="fc_field_so_client_ref_2"/>
|
|
<field name="fc_field_so_delivery_date"/>
|
|
<field name="fc_field_so_adp_status"/>
|
|
<field name="fc_field_so_service_start"/>
|
|
<field name="fc_field_so_service_end"/>
|
|
<field name="fc_field_inv_claim_number"/>
|
|
<field name="fc_field_inv_client_ref_1"/>
|
|
<field name="fc_field_inv_client_ref_2"/>
|
|
<field name="fc_field_inv_delivery_date"/>
|
|
<field name="fc_field_inv_service_start"/>
|
|
<field name="fc_field_inv_service_end"/>
|
|
<field name="fc_field_sol_placement"/>
|
|
<field name="fc_field_aml_placement"/>
|
|
<field name="fc_field_product_adp_price"/>
|
|
<field name="fc_field_so_primary_serial"/>
|
|
<field name="fc_field_inv_primary_serial"/>
|
|
</div>
|
|
</app>
|
|
</xpath>
|
|
</field>
|
|
</record>
|
|
</odoo>
|