b17bd615bf
Adds fusion.assessment.visit: the hub that bundles a home visit's assessments and, on completion, groups its ACCESSIBILITY assessments by funding workflow (x_fc_sale_type) and creates ONE draft sale order per workflow, reusing the existing MOD/ODSP/etc. pipelines + the chatter-note pattern. ADP assessments keep one-SO-each for now (ADP multi-device grouping is Phase 2). - New model + sequence (VISIT/YYYY/NNNN) + ACL + backend list/form/menu. - visit_id added to fusion.assessment, fusion.accessibility.assessment, sale.order. - action_complete_visit() group-and-routes; MOD $15k cap + income-threshold flag surfaced (informational, no auto-enforcement). NOT YET: completion-email consolidation; ADP multi-device (Phase 2); portal add-as-you-go workspace (Phase 3). Untested locally (Enterprise knowledge dep) - to be verified on a westin-v19 clone before prod. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
109 lines
4.9 KiB
XML
109 lines
4.9 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<!-- Form -->
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<record id="view_fusion_assessment_visit_form" model="ir.ui.view">
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<field name="name">fusion.assessment.visit.form</field>
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<field name="model">fusion.assessment.visit</field>
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<field name="arch" type="xml">
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<form>
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<header>
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<button name="action_complete_visit" type="object"
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string="Complete Visit & Create Sale Orders"
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class="btn-primary" invisible="state == 'done'"/>
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<field name="state" widget="statusbar"
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statusbar_visible="measuring,client_pending,done"/>
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</header>
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<sheet>
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<div class="oe_title">
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<h1><field name="name" readonly="1"/></h1>
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</div>
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<group>
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<group string="Client">
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<field name="partner_id"/>
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<field name="client_name"/>
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<field name="client_phone"/>
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<field name="client_email"/>
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</group>
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<group string="Visit">
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<field name="visit_date"/>
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<field name="sales_rep_id"/>
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<field name="authorizer_id"/>
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<field name="has_mod_items" invisible="1"/>
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<field name="x_fc_income_under_mod_threshold"
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invisible="not has_mod_items"/>
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</group>
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</group>
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<div class="alert alert-info" role="alert" invisible="not has_mod_items">
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<strong>March of Dimes:</strong> covers up to $15,000 per person
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(lifetime), income-gated. Confirm the client's income status above.
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</div>
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<notebook>
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<page string="Accessibility Assessments">
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<field name="accessibility_assessment_ids" readonly="1">
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<list>
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<field name="reference"/>
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<field name="assessment_type"/>
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<field name="x_fc_funding_source"/>
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<field name="state"/>
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<field name="sale_order_id"/>
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</list>
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</field>
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</page>
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<page string="ADP Assessments">
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<field name="adp_assessment_ids" readonly="1">
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<list>
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<field name="equipment_type"/>
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<field name="state"/>
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<field name="sale_order_id"/>
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</list>
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</field>
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</page>
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<page string="Sale Orders">
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<field name="sale_order_ids" readonly="1">
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<list>
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<field name="name"/>
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<field name="x_fc_sale_type"/>
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<field name="state"/>
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<field name="amount_total"/>
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</list>
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</field>
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</page>
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</notebook>
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</sheet>
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<chatter/>
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</form>
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</field>
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</record>
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<!-- List -->
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<record id="view_fusion_assessment_visit_list" model="ir.ui.view">
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<field name="name">fusion.assessment.visit.list</field>
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<field name="model">fusion.assessment.visit</field>
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<field name="arch" type="xml">
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<list>
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<field name="name"/>
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<field name="visit_date"/>
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<field name="partner_id"/>
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<field name="client_name"/>
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<field name="sales_rep_id"/>
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<field name="assessment_count"/>
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<field name="sale_order_count"/>
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<field name="state"/>
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</list>
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</field>
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</record>
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<!-- Action + menu -->
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<record id="action_fusion_assessment_visit" model="ir.actions.act_window">
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<field name="name">Assessment Visits</field>
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<field name="res_model">fusion.assessment.visit</field>
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<field name="view_mode">list,form</field>
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</record>
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<menuitem id="menu_fusion_assessment_visit"
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name="Assessment Visits"
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parent="sale.sale_menu_root"
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action="action_fusion_assessment_visit"
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sequence="50"/>
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</odoo>
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