2503 lines
169 KiB
XML
2503 lines
169 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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<!-- ===================================================================== -->
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<!-- SALE ORDER FORM: Header Fields -->
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<!-- ===================================================================== -->
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<record id="view_order_form_fusion_claims_header" model="ir.ui.view">
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<field name="name">sale.order.form.fusion.central.header</field>
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<field name="model">sale.order</field>
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<field name="inherit_id" ref="sale.view_order_form"/>
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<field name="priority">50</field>
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<field name="arch" type="xml">
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<!-- Add hidden helper fields and visible Sale Info fields after payment_term_id -->
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<xpath expr="//field[@name='payment_term_id']" position="after">
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<!-- Hidden helper fields -->
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<field name="x_fc_is_adp_sale" invisible="1"/>
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<field name="x_fc_has_unapproved_devices" invisible="1"/>
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<field name="x_fc_device_verification_complete" invisible="1"/>
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<field name="x_fc_adp_status" invisible="1"/>
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<field name="x_fc_show_authorizer" invisible="1"/>
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<field name="x_fc_show_authorizer_question" invisible="1"/>
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<!-- Sale Type -->
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<field name="x_fc_sale_type" string="Sale Type"/>
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<!-- Authorizer Required? - only for odsp, direct_private, insurance, other, rental -->
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<field name="x_fc_authorizer_required" string="Authorizer Required?"
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invisible="not x_fc_show_authorizer_question"/>
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<!-- Authorizer - shown based on sale type and authorizer_required -->
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<field name="x_fc_authorizer_id" string="Authorizer"
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options="{'no_create': False, 'no_quick_create': False}"
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invisible="not x_fc_show_authorizer"
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required="x_fc_is_adp_sale"/>
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<!-- Client Type - only for ADP sales -->
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<field name="x_fc_client_type" string="Client Type"
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invisible="x_fc_sale_type not in ('adp', 'adp_odsp')"/>
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<!-- Delivery Status -->
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<field name="x_fc_show_delivery_datetime" invisible="1"/>
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<field name="x_fc_delivery_status" string="Delivery Status"/>
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<field name="x_fc_delivery_datetime" string="Delivery Date/Time"
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invisible="not x_fc_show_delivery_datetime"/>
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</xpath>
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</field>
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</record>
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<!-- ===================================================================== -->
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<!-- SALE ORDER FORM: March of Dimes Case Details -->
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<!-- ===================================================================== -->
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<record id="view_order_form_fusion_claims_mod" model="ir.ui.view">
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<field name="name">sale.order.form.fusion.central.mod</field>
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<field name="model">sale.order</field>
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<field name="inherit_id" ref="sale.view_order_form"/>
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<field name="priority">49</field>
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<field name="arch" type="xml">
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<!-- MOD Case Details after sale header -->
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<xpath expr="//group[@name='sale_header']" position="after">
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<field name="x_fc_show_mod_fields" invisible="1"/>
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<field name="x_fc_is_mod_sale" invisible="1"/>
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<group name="mod_case_details" string="March of Dimes"
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invisible="not x_fc_show_mod_fields">
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<group>
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<field name="x_fc_mod_status" string="Status"
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required="x_fc_sale_type == 'march_of_dimes'"/>
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<field name="x_fc_mod_product_type" string="Product Type"/>
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<field name="x_fc_case_approved" string="Funding Approved"
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invisible="x_fc_mod_status not in ('funding_approved', 'contract_received', 'in_production', 'project_complete', 'pod_submitted', 'case_closed')"/>
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</group>
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<group>
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<field name="x_fc_estimated_completion_date" string="Est. Completion"
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invisible="x_fc_mod_status in ('need_to_schedule', 'assessment_scheduled', 'assessment_completed', 'cancelled', False)"/>
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<field name="x_fc_mod_estimated_weeks" string="Est. Weeks"
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invisible="x_fc_mod_status in ('need_to_schedule', 'assessment_scheduled', 'assessment_completed', 'cancelled', False)"/>
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</group>
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</group>
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<!-- Case Worker and PCA (visible after approval) -->
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<group name="mod_contact_pca" string="Case Worker and PCA"
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invisible="not x_fc_show_mod_fields or x_fc_mod_status not in ('funding_approved', 'contract_received', 'in_production', 'project_complete', 'pod_submitted', 'case_closed')">
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<group>
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<field name="x_fc_case_worker" string="Case Worker"
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help="Assigned by MOD after approval. Added when they contact us."/>
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<field name="x_fc_case_reference" string="HVMP Ref #"
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help="Starts with HVW followed by 5 digits (e.g. HVW38845)"/>
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</group>
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<group>
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<field name="x_fc_mod_approval_type" string="Approval" readonly="1"/>
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<field name="x_fc_mod_approved_amount" string="Approved Amount" readonly="1"
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invisible="x_fc_mod_approval_type != 'partial'"/>
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</group>
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</group>
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<!-- Production Stage -->
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<group name="mod_production" string="Production Stage"
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invisible="not x_fc_show_mod_fields or x_fc_mod_status not in ('in_production', 'project_complete', 'contract_received')">
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<group>
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<field name="x_fc_mod_production_status" string="Current Stage"/>
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</group>
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</group>
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<!-- Follow-up (only during awaiting funding) -->
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<group name="mod_followup" string="Follow-up"
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invisible="not x_fc_show_mod_fields or x_fc_mod_status not in ('quote_submitted', 'awaiting_funding')">
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<group>
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<field name="x_fc_mod_last_followup_date" readonly="1"/>
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<field name="x_fc_mod_next_followup_date" readonly="1"/>
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</group>
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<group>
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<field name="x_fc_mod_followup_count" readonly="1"/>
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</group>
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</group>
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</xpath>
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<!-- ============================================= -->
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<!-- MOD WORKFLOW BUTTONS (header) -->
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<!-- ============================================= -->
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<xpath expr="//header" position="inside">
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<field name="x_fc_is_mod_sale" invisible="1"/>
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<!-- Forward flow buttons -->
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<button name="action_mod_schedule_assessment" type="object"
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string="Book Assessment" class="btn-info" icon="fa-calendar"
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invisible="not x_fc_is_mod_sale or x_fc_mod_status != 'need_to_schedule'"/>
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<button name="action_mod_complete_assessment" type="object"
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string="Assessment Done" class="btn-info" icon="fa-check-square-o"
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invisible="not x_fc_is_mod_sale or x_fc_mod_status != 'assessment_scheduled'"/>
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<button name="action_mod_processing_drawing" type="object"
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string="Submit Drawing" class="btn-info" icon="fa-pencil-square-o"
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invisible="not x_fc_is_mod_sale or x_fc_mod_status not in ('assessment_completed', 'processing_drawings')"
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help="Attach drawing and photos, then send quotation to March of Dimes"/>
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<button name="action_mod_awaiting_funding" type="object"
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string="Awaiting Funding" class="btn-warning" icon="fa-clock-o"
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invisible="not x_fc_is_mod_sale or x_fc_mod_status != 'quote_submitted'"
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help="Record application submission date and move to awaiting funding"/>
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<button name="action_mod_funding_approved" type="object"
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string="Approved" class="btn-success" icon="fa-check"
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invisible="not x_fc_is_mod_sale or x_fc_mod_status != 'awaiting_funding'"/>
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<button name="action_mod_funding_denied" type="object"
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string="Denied" class="btn-danger" icon="fa-times"
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invisible="not x_fc_is_mod_sale or x_fc_mod_status != 'awaiting_funding'"/>
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<button name="action_mod_contract_received" type="object"
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string="PCA Received" class="btn-success" icon="fa-file-text"
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invisible="not x_fc_is_mod_sale or x_fc_mod_status != 'funding_approved'"
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help="Upload PCA document and record receipt"/>
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<button name="action_mod_in_production" type="object"
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string="Start Production" class="btn-info" icon="fa-cogs"
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invisible="not x_fc_is_mod_sale or x_fc_mod_status != 'contract_received'"/>
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<button name="action_mod_project_complete" type="object"
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string="Project Done" class="btn-success" icon="fa-check-circle"
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invisible="not x_fc_is_mod_sale or x_fc_mod_status != 'in_production'"/>
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<button name="action_mod_pod_submitted" type="object"
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string="Submit POD" class="btn-info" icon="fa-camera"
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invisible="not x_fc_is_mod_sale or x_fc_mod_status != 'project_complete'"
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help="Attach completion photos and proof of delivery, send to case worker"/>
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<button name="action_mod_close_case" type="object"
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string="Close Case" class="btn-primary" icon="fa-lock"
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invisible="not x_fc_is_mod_sale or x_fc_mod_status != 'pod_submitted'"/>
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<!-- Send to MOD -->
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<button name="action_send_to_mod" type="object"
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string="Send to MOD" class="btn-primary" icon="fa-paper-plane"
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invisible="not x_fc_is_mod_sale or x_fc_mod_status in ('need_to_schedule', 'assessment_scheduled', 'cancelled', False)"/>
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<!-- Exception buttons -->
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<button name="action_mod_on_hold" type="object"
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string="Hold" class="btn-warning" icon="fa-pause"
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invisible="not x_fc_is_mod_sale or x_fc_mod_status not in ('contract_received', 'in_production', 'project_complete')"/>
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<button name="action_mod_resume" type="object"
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string="Resume" class="btn-success" icon="fa-play"
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invisible="not x_fc_is_mod_sale or x_fc_mod_status != 'on_hold'"/>
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</xpath>
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<!-- ============================================= -->
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<!-- MOD DOCUMENTS TAB (ADP-style tile design) -->
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<!-- ============================================= -->
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<xpath expr="//notebook" position="inside">
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<page string="MOD Documents" name="mod_documents"
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invisible="not x_fc_is_mod_sale or x_fc_mod_status in ('need_to_schedule', 'cancelled', False)">
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<!-- Hidden trail fields -->
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<field name="x_fc_mod_trail_has_drawing" invisible="1"/>
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<field name="x_fc_mod_trail_has_initial_photos" invisible="1"/>
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<field name="x_fc_mod_trail_has_pca" invisible="1"/>
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<field name="x_fc_mod_trail_has_pod" invisible="1"/>
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<field name="x_fc_mod_trail_has_completion_photos" invisible="1"/>
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<!-- Stage-specific alerts -->
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<div class="alert alert-info" role="alert"
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invisible="x_fc_mod_status not in ('assessment_completed', 'processing_drawings')">
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<i class="fa fa-upload"/> <strong>Action Required:</strong>
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Upload the Drawing and Initial Photos before sending the quote.
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</div>
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<div class="alert alert-info" role="alert"
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invisible="x_fc_mod_status not in ('funding_approved',)">
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<i class="fa fa-upload"/> <strong>Action Required:</strong>
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Upload the PCA Document received from March of Dimes.
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</div>
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<div class="alert alert-info" role="alert"
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invisible="x_fc_mod_status not in ('project_complete',)">
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<i class="fa fa-camera"/> <strong>Action Required:</strong>
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Upload Completion Photos and Proof of Delivery to submit to the case worker.
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</div>
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<!-- ===== Row 1: Assessment Documents ===== -->
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<div class="row">
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<!-- Column 1: Assessment and Design -->
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<div class="col-md-6">
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<div class="fc-doc-section h-100">
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<div class="fc-doc-section-header">
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<i class="fa fa-pencil-square-o"/> Assessment & Design
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</div>
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<div class="fc-document-tiles">
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<!-- Drawing Tile -->
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<div class="fc-document-tile">
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<div class="fc-tile-preview">
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<button name="action_open_mod_drawing" type="object"
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class="btn btn-link p-0 w-100 h-100 d-flex align-items-center justify-content-center border-0"
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invisible="not x_fc_mod_drawing" title="Click to preview">
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<i class="fa fa-file-pdf-o fc-pdf-icon"/>
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</button>
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<i class="fa fa-plus-circle fc-empty-icon" invisible="x_fc_mod_drawing"/>
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</div>
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<div class="fc-tile-info">
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<div class="fc-tile-label">Drawing</div>
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<div class="fc-tile-filename" invisible="not x_fc_mod_drawing">
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<field name="x_fc_mod_drawing_filename" nolabel="1" class="text-truncate"/>
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</div>
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<div class="fc-tile-empty-text" invisible="x_fc_mod_drawing">Required for quotation</div>
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</div>
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<div class="fc-tile-actions">
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<field name="x_fc_mod_drawing" filename="x_fc_mod_drawing_filename"
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widget="binary" nolabel="1" class="fc-tile-upload-field"/>
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</div>
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</div>
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<!-- Initial Photos Tile -->
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<div class="fc-document-tile">
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<div class="fc-tile-preview">
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<button name="action_open_mod_initial_photos" type="object"
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class="btn btn-link p-0 w-100 h-100 d-flex align-items-center justify-content-center border-0"
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invisible="not x_fc_mod_initial_photos" title="Click to preview">
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<i class="fa fa-image fc-pdf-icon"/>
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</button>
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<i class="fa fa-plus-circle fc-empty-icon" invisible="x_fc_mod_initial_photos"/>
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</div>
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<div class="fc-tile-info">
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<div class="fc-tile-label">Initial Photos</div>
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<div class="fc-tile-filename" invisible="not x_fc_mod_initial_photos">
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<field name="x_fc_mod_initial_photos_filename" nolabel="1" class="text-truncate"/>
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</div>
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<div class="fc-tile-empty-text" invisible="x_fc_mod_initial_photos">Required for quotation</div>
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</div>
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<div class="fc-tile-actions">
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<field name="x_fc_mod_initial_photos" filename="x_fc_mod_initial_photos_filename"
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widget="binary" nolabel="1" class="fc-tile-upload-field"/>
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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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<!-- Column 2: PCA Document -->
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<div class="col-md-6"
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invisible="x_fc_mod_status in ('assessment_scheduled', 'assessment_completed', 'processing_drawings', 'quote_submitted', 'awaiting_funding', False)">
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<div class="fc-doc-section h-100">
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<div class="fc-doc-section-header">
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<i class="fa fa-file-text"/> PCA / Contract
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</div>
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<div class="fc-document-tiles">
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<!-- PCA Document Tile -->
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<div class="fc-document-tile">
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<div class="fc-tile-preview">
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<button name="action_open_mod_pca" type="object"
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class="btn btn-link p-0 w-100 h-100 d-flex align-items-center justify-content-center border-0"
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invisible="not x_fc_mod_pca_document" title="Click to preview">
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<i class="fa fa-file-pdf-o fc-pdf-icon"/>
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</button>
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<i class="fa fa-plus-circle fc-empty-icon" invisible="x_fc_mod_pca_document"/>
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</div>
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<div class="fc-tile-info">
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<div class="fc-tile-label">PCA Document</div>
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<div class="fc-tile-filename" invisible="not x_fc_mod_pca_document">
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<field name="x_fc_mod_pca_filename" nolabel="1" class="text-truncate"/>
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</div>
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<div class="fc-tile-empty-text" invisible="x_fc_mod_pca_document">Upload when received</div>
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</div>
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<div class="fc-tile-actions">
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<field name="x_fc_mod_pca_document" filename="x_fc_mod_pca_filename"
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widget="binary" nolabel="1" class="fc-tile-upload-field"/>
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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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<!-- ===== Row 2: Completion Documents (visible after production) ===== -->
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<div class="row mt-3"
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invisible="x_fc_mod_status not in ('in_production', 'project_complete', 'pod_submitted', 'case_closed')">
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<div class="col-md-6">
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<div class="fc-doc-section h-100">
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<div class="fc-doc-section-header">
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<i class="fa fa-check-circle"/> Completion Documents
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</div>
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<div class="fc-document-tiles">
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<!-- Proof of Delivery Tile -->
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<div class="fc-document-tile">
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<div class="fc-tile-preview">
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<button name="action_open_mod_pod" type="object"
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class="btn btn-link p-0 w-100 h-100 d-flex align-items-center justify-content-center border-0"
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invisible="not x_fc_mod_proof_of_delivery" title="Click to preview">
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<i class="fa fa-file-pdf-o fc-pdf-icon"/>
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</button>
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<i class="fa fa-plus-circle fc-empty-icon" invisible="x_fc_mod_proof_of_delivery"/>
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</div>
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<div class="fc-tile-info">
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<div class="fc-tile-label">Proof of Delivery</div>
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<div class="fc-tile-filename" invisible="not x_fc_mod_proof_of_delivery">
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<field name="x_fc_mod_pod_filename" nolabel="1" class="text-truncate"/>
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</div>
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<div class="fc-tile-empty-text" invisible="x_fc_mod_proof_of_delivery">Required for POD submission</div>
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</div>
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<div class="fc-tile-actions">
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<field name="x_fc_mod_proof_of_delivery" filename="x_fc_mod_pod_filename"
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widget="binary" nolabel="1" class="fc-tile-upload-field"/>
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</div>
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</div>
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<!-- Completion Photos Tile -->
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<div class="fc-document-tile">
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<div class="fc-tile-preview">
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<button name="action_open_mod_completion_photos" type="object"
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class="btn btn-link p-0 w-100 h-100 d-flex align-items-center justify-content-center border-0"
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invisible="not x_fc_mod_completion_photos" title="Click to preview">
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<i class="fa fa-image fc-pdf-icon"/>
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</button>
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<i class="fa fa-plus-circle fc-empty-icon" invisible="x_fc_mod_completion_photos"/>
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</div>
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<div class="fc-tile-info">
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<div class="fc-tile-label">Completion Photos</div>
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<div class="fc-tile-filename" invisible="not x_fc_mod_completion_photos">
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<field name="x_fc_mod_completion_photos_filename" nolabel="1" class="text-truncate"/>
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</div>
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<div class="fc-tile-empty-text" invisible="x_fc_mod_completion_photos">Required for POD submission</div>
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</div>
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<div class="fc-tile-actions">
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<field name="x_fc_mod_completion_photos" filename="x_fc_mod_completion_photos_filename"
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widget="binary" nolabel="1" class="fc-tile-upload-field"/>
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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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</page>
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<!-- ============================================= -->
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<!-- MOD AUDIT TRAIL TAB -->
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<!-- ============================================= -->
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<page string="MOD Audit Trail" name="mod_audit_trail"
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invisible="not x_fc_is_mod_sale or x_fc_mod_status in ('need_to_schedule', 'cancelled', False)">
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<!-- Hidden trail fields -->
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<field name="x_fc_mod_trail_assessment_done" invisible="1"/>
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<field name="x_fc_mod_trail_drawing_done" invisible="1"/>
|
|
<field name="x_fc_mod_trail_app_submitted" invisible="1"/>
|
|
<field name="x_fc_mod_trail_funding_approved" invisible="1"/>
|
|
<field name="x_fc_mod_trail_pca_received" invisible="1"/>
|
|
<field name="x_fc_mod_trail_production_started" invisible="1"/>
|
|
<field name="x_fc_mod_trail_project_completed" invisible="1"/>
|
|
<field name="x_fc_mod_trail_pod_sent" invisible="1"/>
|
|
<field name="x_fc_mod_trail_case_closed" invisible="1"/>
|
|
|
|
<div class="row">
|
|
<!-- Workflow Checklist -->
|
|
<div class="col-md-6">
|
|
<div class="card mb-3">
|
|
<div class="card-header">
|
|
<h5 class="mb-0"><i class="fa fa-list-alt"/> Workflow Checklist</h5>
|
|
</div>
|
|
<div class="card-body p-0">
|
|
<table class="table table-striped mb-0">
|
|
<tbody>
|
|
<tr>
|
|
<td style="width:40px; text-align:center;">
|
|
<i class="fa fa-check-circle text-success" title="Done" invisible="not x_fc_mod_trail_assessment_done"/>
|
|
<i class="fa fa-circle-o text-muted" title="Pending" invisible="x_fc_mod_trail_assessment_done"/>
|
|
</td>
|
|
<td>Assessment Completed</td>
|
|
</tr>
|
|
<tr>
|
|
<td style="text-align:center;">
|
|
<i class="fa fa-check-circle text-success" title="Done" invisible="not x_fc_mod_trail_has_drawing"/>
|
|
<i class="fa fa-circle-o text-muted" title="Pending" invisible="x_fc_mod_trail_has_drawing"/>
|
|
</td>
|
|
<td>Drawing Uploaded</td>
|
|
</tr>
|
|
<tr>
|
|
<td style="text-align:center;">
|
|
<i class="fa fa-check-circle text-success" title="Done" invisible="not x_fc_mod_trail_drawing_done"/>
|
|
<i class="fa fa-circle-o text-muted" title="Pending" invisible="x_fc_mod_trail_drawing_done"/>
|
|
</td>
|
|
<td>Quotation Sent to Client</td>
|
|
</tr>
|
|
<tr>
|
|
<td style="text-align:center;">
|
|
<i class="fa fa-check-circle text-success" title="Done" invisible="not x_fc_mod_trail_app_submitted"/>
|
|
<i class="fa fa-circle-o text-muted" title="Pending" invisible="x_fc_mod_trail_app_submitted"/>
|
|
</td>
|
|
<td>Application Submitted to MOD</td>
|
|
</tr>
|
|
<tr>
|
|
<td style="text-align:center;">
|
|
<i class="fa fa-check-circle text-success" title="Done" invisible="not x_fc_mod_trail_funding_approved"/>
|
|
<i class="fa fa-circle-o text-muted" title="Pending" invisible="x_fc_mod_trail_funding_approved"/>
|
|
</td>
|
|
<td>Funding Approved</td>
|
|
</tr>
|
|
</tbody>
|
|
</table>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
|
|
<!-- Production and Completion Checklist -->
|
|
<div class="col-md-6">
|
|
<div class="card mb-3">
|
|
<div class="card-header">
|
|
<h5 class="mb-0"><i class="fa fa-check-circle"/> Production and Completion</h5>
|
|
</div>
|
|
<div class="card-body p-0">
|
|
<table class="table table-striped mb-0">
|
|
<tbody>
|
|
<tr>
|
|
<td style="width:40px; text-align:center;">
|
|
<i class="fa fa-check-circle text-success" title="Done" invisible="not x_fc_mod_trail_pca_received"/>
|
|
<i class="fa fa-circle-o text-muted" title="Pending" invisible="x_fc_mod_trail_pca_received"/>
|
|
</td>
|
|
<td>PCA Received</td>
|
|
</tr>
|
|
<tr>
|
|
<td style="text-align:center;">
|
|
<i class="fa fa-check-circle text-success" title="Done" invisible="not x_fc_mod_trail_production_started"/>
|
|
<i class="fa fa-circle-o text-muted" title="Pending" invisible="x_fc_mod_trail_production_started"/>
|
|
</td>
|
|
<td>Production Started</td>
|
|
</tr>
|
|
<tr>
|
|
<td style="text-align:center;">
|
|
<i class="fa fa-check-circle text-success" title="Done" invisible="not x_fc_mod_trail_project_completed"/>
|
|
<i class="fa fa-circle-o text-muted" title="Pending" invisible="x_fc_mod_trail_project_completed"/>
|
|
</td>
|
|
<td>Project Completed</td>
|
|
</tr>
|
|
<tr>
|
|
<td style="text-align:center;">
|
|
<i class="fa fa-check-circle text-success" title="Done" invisible="not x_fc_mod_trail_pod_sent"/>
|
|
<i class="fa fa-circle-o text-muted" title="Pending" invisible="x_fc_mod_trail_pod_sent"/>
|
|
</td>
|
|
<td>POD Submitted to MOD</td>
|
|
</tr>
|
|
<tr>
|
|
<td style="text-align:center;">
|
|
<i class="fa fa-check-circle text-success" title="Done" invisible="not x_fc_mod_trail_case_closed"/>
|
|
<i class="fa fa-circle-o text-muted" title="Pending" invisible="x_fc_mod_trail_case_closed"/>
|
|
</td>
|
|
<td>Case Closed</td>
|
|
</tr>
|
|
</tbody>
|
|
</table>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
|
|
<!-- Key Dates -->
|
|
<div class="row">
|
|
<div class="col-12">
|
|
<div class="card mb-3">
|
|
<div class="card-header">
|
|
<h5 class="mb-0"><i class="fa fa-calendar"/> Key Dates</h5>
|
|
</div>
|
|
<div class="card-body">
|
|
<group col="4">
|
|
<field name="x_fc_mod_assessment_scheduled_date" readonly="1"/>
|
|
<field name="x_fc_mod_assessment_completed_date" readonly="1"/>
|
|
<field name="x_fc_mod_drawing_submitted_date" readonly="1"/>
|
|
<field name="x_fc_mod_application_submitted_date" readonly="1"/>
|
|
<field name="x_fc_case_approved" string="Funding Approved" readonly="1"/>
|
|
<field name="x_fc_mod_pca_received_date" readonly="1"/>
|
|
<field name="x_fc_mod_production_started_date" readonly="1"/>
|
|
<field name="x_fc_mod_project_completed_date" readonly="1"/>
|
|
<field name="x_fc_mod_pod_submitted_date" readonly="1"/>
|
|
<field name="x_fc_mod_case_closed_date" readonly="1"/>
|
|
</group>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
|
|
</page>
|
|
|
|
</xpath>
|
|
</field>
|
|
</record>
|
|
|
|
<!-- ===================================================================== -->
|
|
<!-- SALE ORDER FORM: ODSP Section -->
|
|
<!-- ===================================================================== -->
|
|
<record id="view_order_form_fusion_claims_odsp" model="ir.ui.view">
|
|
<field name="name">sale.order.form.fusion.central.odsp</field>
|
|
<field name="model">sale.order</field>
|
|
<field name="inherit_id" ref="sale.view_order_form"/>
|
|
<field name="priority">49</field>
|
|
<field name="arch" type="xml">
|
|
<!-- ODSP Case Details after sale header -->
|
|
<xpath expr="//group[@name='sale_header']" position="after">
|
|
<field name="x_fc_show_odsp_fields" invisible="1"/>
|
|
<field name="x_fc_is_odsp_sale" invisible="1"/>
|
|
|
|
<group name="odsp_case_details" string="ODSP"
|
|
invisible="not x_fc_show_odsp_fields">
|
|
<group>
|
|
<field name="x_fc_odsp_division" string="Division"
|
|
required="x_fc_is_odsp_sale"/>
|
|
<field name="x_fc_sa_status" string="Status"
|
|
invisible="x_fc_odsp_division != 'sa_mobility'"/>
|
|
<field name="x_fc_odsp_std_status" string="Status"
|
|
invisible="x_fc_odsp_division != 'standard'"/>
|
|
<field name="x_fc_ow_status" string="Status"
|
|
invisible="x_fc_odsp_division != 'ontario_works'"/>
|
|
<field name="x_fc_odsp_member_id" string="Member ID"/>
|
|
</group>
|
|
<group>
|
|
<field name="x_fc_odsp_office_id" string="ODSP Office"/>
|
|
<field name="x_fc_odsp_case_worker_name" string="Case Worker"/>
|
|
</group>
|
|
</group>
|
|
</xpath>
|
|
|
|
<!-- ODSP Workflow buttons in header -->
|
|
<xpath expr="//header" position="inside">
|
|
|
|
<!-- === SA Mobility workflow step buttons === -->
|
|
<button name="action_odsp_pre_approved" type="object"
|
|
string="Pre-Approved" class="btn-success" icon="fa-check"
|
|
invisible="not x_fc_is_odsp_sale or x_fc_odsp_division != 'sa_mobility' or x_fc_sa_status != 'submitted_to_sa'"/>
|
|
|
|
<button name="action_odsp_ready_delivery" type="object"
|
|
string="Ready for Delivery" class="btn-primary" icon="fa-truck"
|
|
invisible="not x_fc_is_odsp_sale or x_fc_odsp_division != 'sa_mobility' or x_fc_sa_status != 'pre_approved'"/>
|
|
|
|
<button name="action_odsp_delivered" type="object"
|
|
string="Delivered" class="btn-success" icon="fa-check-circle"
|
|
invisible="not x_fc_is_odsp_sale or x_fc_odsp_division != 'sa_mobility' or x_fc_sa_status != 'ready_delivery'"/>
|
|
|
|
<button name="action_odsp_pod_submitted" type="object"
|
|
string="Submit to SA Mobility" class="btn-info" icon="fa-paper-plane"
|
|
invisible="not x_fc_is_odsp_sale or x_fc_odsp_division != 'sa_mobility' or x_fc_sa_status != 'delivered'"
|
|
help="Submit POD, signed SA form, and invoice to SA Mobility"/>
|
|
|
|
<button name="action_odsp_payment_received" type="object"
|
|
string="Payment Received" class="btn-success" icon="fa-money"
|
|
invisible="not x_fc_is_odsp_sale or x_fc_odsp_division != 'sa_mobility' or x_fc_sa_status != 'pod_submitted'"/>
|
|
|
|
<button name="action_odsp_close_case" type="object"
|
|
string="Close Case" class="btn-primary" icon="fa-lock"
|
|
invisible="not x_fc_is_odsp_sale or x_fc_odsp_division != 'sa_mobility' or x_fc_sa_status != 'payment_received'"/>
|
|
|
|
<!-- === Standard ODSP workflow step buttons === -->
|
|
<button name="action_odsp_pre_approved" type="object"
|
|
string="Pre-Approved" class="btn-success" icon="fa-check"
|
|
invisible="not x_fc_is_odsp_sale or x_fc_odsp_division != 'standard' or x_fc_odsp_std_status != 'submitted_to_odsp'"/>
|
|
|
|
<button name="action_odsp_ready_delivery" type="object"
|
|
string="Ready for Delivery" class="btn-primary" icon="fa-truck"
|
|
invisible="not x_fc_is_odsp_sale or x_fc_odsp_division != 'standard' or x_fc_odsp_std_status != 'pre_approved'"/>
|
|
|
|
<button name="action_odsp_delivered" type="object"
|
|
string="Delivered" class="btn-success" icon="fa-check-circle"
|
|
invisible="not x_fc_is_odsp_sale or x_fc_odsp_division != 'standard' or x_fc_odsp_std_status != 'ready_delivery'"/>
|
|
|
|
<button name="action_odsp_pod_submitted" type="object"
|
|
string="Submit to ODSP" class="btn-info" icon="fa-paper-plane"
|
|
invisible="not x_fc_is_odsp_sale or x_fc_odsp_division != 'standard' or x_fc_odsp_std_status != 'delivered'"
|
|
help="Submit approval document, POD, and invoice to ODSP"/>
|
|
|
|
<button name="action_odsp_payment_received" type="object"
|
|
string="Payment Received" class="btn-success" icon="fa-money"
|
|
invisible="not x_fc_is_odsp_sale or x_fc_odsp_division != 'standard' or x_fc_odsp_std_status != 'pod_submitted'"/>
|
|
|
|
<button name="action_odsp_close_case" type="object"
|
|
string="Close Case" class="btn-primary" icon="fa-lock"
|
|
invisible="not x_fc_is_odsp_sale or x_fc_odsp_division != 'standard' or x_fc_odsp_std_status != 'payment_received'"/>
|
|
|
|
<!-- === Ontario Works workflow step buttons === -->
|
|
<button name="action_odsp_submitted_ow" type="object"
|
|
string="Submitted to Ontario Works" class="btn-info" icon="fa-paper-plane"
|
|
invisible="not x_fc_is_odsp_sale or x_fc_odsp_division != 'ontario_works' or x_fc_ow_status != 'documents_ready'"/>
|
|
|
|
<button name="action_odsp_payment_received" type="object"
|
|
string="Payment Confirmed" class="btn-success" icon="fa-money"
|
|
invisible="not x_fc_is_odsp_sale or x_fc_odsp_division != 'ontario_works' or x_fc_ow_status != 'submitted_to_ow'"
|
|
help="OW confirmed payment. Creates invoice and opens it."/>
|
|
|
|
<button name="action_odsp_ready_delivery" type="object"
|
|
string="Ready for Delivery" class="btn-primary" icon="fa-truck"
|
|
invisible="not x_fc_is_odsp_sale or x_fc_odsp_division != 'ontario_works' or x_fc_ow_status != 'payment_received'"/>
|
|
|
|
<button name="action_odsp_delivered" type="object"
|
|
string="Delivered" class="btn-success" icon="fa-check-circle"
|
|
invisible="not x_fc_is_odsp_sale or x_fc_odsp_division != 'ontario_works' or x_fc_ow_status != 'ready_delivery'"/>
|
|
|
|
<button name="action_odsp_close_case" type="object"
|
|
string="Close Case" class="btn-primary" icon="fa-lock"
|
|
invisible="not x_fc_is_odsp_sale or x_fc_odsp_division != 'ontario_works' or x_fc_ow_status != 'delivered'"/>
|
|
|
|
<!-- === Common buttons (all divisions) === -->
|
|
<button name="action_odsp_on_hold" type="object"
|
|
string="On Hold" class="btn-warning" icon="fa-pause"
|
|
invisible="not x_fc_is_odsp_sale or (x_fc_odsp_division == 'sa_mobility' and x_fc_sa_status in ('quotation', 'case_closed', 'cancelled', 'denied', 'on_hold')) or (x_fc_odsp_division == 'standard' and x_fc_odsp_std_status in ('quotation', 'case_closed', 'cancelled', 'denied', 'on_hold')) or (x_fc_odsp_division == 'ontario_works' and x_fc_ow_status in ('quotation', 'case_closed', 'cancelled', 'denied', 'on_hold'))"/>
|
|
|
|
<button name="action_odsp_resume" type="object"
|
|
string="Resume" class="btn-success" icon="fa-play"
|
|
invisible="not x_fc_is_odsp_sale or (x_fc_odsp_division == 'sa_mobility' and x_fc_sa_status != 'on_hold') or (x_fc_odsp_division == 'standard' and x_fc_odsp_std_status != 'on_hold') or (x_fc_odsp_division == 'ontario_works' and x_fc_ow_status != 'on_hold')"/>
|
|
|
|
<button name="action_odsp_denied" type="object"
|
|
string="Denied" class="btn-danger" icon="fa-times"
|
|
invisible="not x_fc_is_odsp_sale or (x_fc_odsp_division == 'sa_mobility' and x_fc_sa_status not in ('submitted_to_sa',)) or (x_fc_odsp_division == 'standard' and x_fc_odsp_std_status not in ('submitted_to_odsp',)) or (x_fc_odsp_division == 'ontario_works' and x_fc_ow_status not in ('submitted_to_ow',))"/>
|
|
|
|
<!-- === Form filling buttons (always visible for division) === -->
|
|
<button name="action_open_sa_mobility_wizard" type="object"
|
|
string="SA Mobility Form" class="btn-info" icon="fa-file-text"
|
|
invisible="not x_fc_is_odsp_sale or x_fc_odsp_division != 'sa_mobility'"/>
|
|
|
|
<button name="action_open_discretionary_wizard" type="object"
|
|
string="Discretionary Form" class="btn-info" icon="fa-file-text"
|
|
invisible="not x_fc_is_odsp_sale or x_fc_odsp_division != 'ontario_works'"/>
|
|
|
|
<button name="action_open_submit_to_odsp_wizard" type="object"
|
|
string="Submit to ODSP" class="btn-info" icon="fa-paper-plane"
|
|
invisible="not x_fc_is_odsp_sale or x_fc_odsp_division != 'standard'"/>
|
|
|
|
</xpath>
|
|
|
|
<!-- ODSP Signature tab in notebook -->
|
|
<xpath expr="//notebook" position="inside">
|
|
<page string="SA Mobility Documents" name="sa_mobility_signature"
|
|
invisible="not x_fc_is_odsp_sale or x_fc_odsp_division != 'sa_mobility' or x_fc_sa_status not in ('pre_approved', 'ready_delivery', 'delivered', 'pod_submitted', 'payment_received', 'case_closed')">
|
|
|
|
<div class="row">
|
|
<!-- Column 1: ODSP Approval Form -->
|
|
<div class="col-md-4">
|
|
<div class="fc-doc-section h-100">
|
|
<div class="fc-doc-section-header">
|
|
<i class="fa fa-file-text-o"/> ODSP Approval Form
|
|
</div>
|
|
<div class="fc-document-tiles">
|
|
<div class="fc-document-tile">
|
|
<div class="fc-tile-preview">
|
|
<button name="action_open_sa_approval_form" type="object"
|
|
class="btn btn-link p-0 w-100 h-100 d-flex align-items-center justify-content-center border-0"
|
|
invisible="not x_fc_sa_approval_form"
|
|
title="Click to preview">
|
|
<i class="fa fa-file-pdf-o fc-pdf-icon"/>
|
|
</button>
|
|
<i class="fa fa-plus-circle fc-empty-icon" invisible="x_fc_sa_approval_form"/>
|
|
</div>
|
|
<div class="fc-tile-info">
|
|
<div class="fc-tile-label">Approval Form</div>
|
|
<div class="fc-tile-filename" invisible="not x_fc_sa_approval_form">
|
|
<field name="x_fc_sa_approval_form_filename" nolabel="1" class="text-truncate"/>
|
|
</div>
|
|
<div class="fc-tile-empty-text" invisible="x_fc_sa_approval_form">Upload ODSP approval PDF</div>
|
|
</div>
|
|
<div class="fc-tile-actions">
|
|
<field name="x_fc_sa_approval_form" filename="x_fc_sa_approval_form_filename"
|
|
widget="binary" nolabel="1" class="fc-tile-upload-field"/>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
<group class="mt-2">
|
|
<field name="x_fc_sa_signature_page" string="Signature Page"/>
|
|
</group>
|
|
</div>
|
|
</div>
|
|
|
|
<!-- Column 2: Signed Form (auto-generated or physical copy) -->
|
|
<div class="col-md-4"
|
|
invisible="x_fc_sa_status not in ('ready_delivery', 'delivered', 'pod_submitted', 'payment_received', 'case_closed')">
|
|
<div class="fc-doc-section h-100">
|
|
<div class="fc-doc-section-header">
|
|
<i class="fa fa-pencil-square-o"/> Signed Form
|
|
</div>
|
|
<div class="fc-document-tiles">
|
|
<!-- Auto-generated signed form tile -->
|
|
<div class="fc-document-tile" invisible="not x_fc_sa_signed_form">
|
|
<div class="fc-tile-preview">
|
|
<button name="action_open_sa_signed_form" type="object"
|
|
class="btn btn-link p-0 w-100 h-100 d-flex align-items-center justify-content-center border-0"
|
|
title="Click to preview">
|
|
<i class="fa fa-file-pdf-o fc-pdf-icon"/>
|
|
</button>
|
|
</div>
|
|
<div class="fc-tile-info">
|
|
<div class="fc-tile-label">Signed Form (Digital)</div>
|
|
<div class="fc-tile-filename">
|
|
<field name="x_fc_sa_signed_form_filename" nolabel="1" class="text-truncate"/>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
|
|
<!-- Physical signed copy tile -->
|
|
<div class="fc-document-tile">
|
|
<div class="fc-tile-preview">
|
|
<button name="action_open_sa_physical_copy" type="object"
|
|
class="btn btn-link p-0 w-100 h-100 d-flex align-items-center justify-content-center border-0"
|
|
invisible="not x_fc_sa_physical_signed_copy"
|
|
title="Click to preview">
|
|
<i class="fa fa-file-pdf-o fc-pdf-icon"/>
|
|
</button>
|
|
<i class="fa fa-plus-circle fc-empty-icon" invisible="x_fc_sa_physical_signed_copy"/>
|
|
</div>
|
|
<div class="fc-tile-info">
|
|
<div class="fc-tile-label">Physical Signed Copy</div>
|
|
<div class="fc-tile-filename" invisible="not x_fc_sa_physical_signed_copy">
|
|
<field name="x_fc_sa_physical_signed_copy_filename" nolabel="1" class="text-truncate"/>
|
|
</div>
|
|
<div class="fc-tile-empty-text" invisible="x_fc_sa_physical_signed_copy">Upload scanned signed form</div>
|
|
</div>
|
|
<div class="fc-tile-actions">
|
|
<field name="x_fc_sa_physical_signed_copy" filename="x_fc_sa_physical_signed_copy_filename"
|
|
widget="binary" nolabel="1" class="fc-tile-upload-field"/>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
|
|
<!-- Column 3: Internal POD (generated from report on-the-fly) -->
|
|
<div class="col-md-4"
|
|
invisible="x_fc_sa_status not in ('delivered', 'pod_submitted', 'payment_received', 'case_closed')">
|
|
<div class="fc-doc-section h-100">
|
|
<div class="fc-doc-section-header">
|
|
<i class="fa fa-file-text"/> Internal POD
|
|
</div>
|
|
<div class="fc-document-tiles">
|
|
<div class="fc-document-tile" invisible="not x_fc_pod_signature">
|
|
<div class="fc-tile-preview">
|
|
<button name="action_open_sa_internal_pod" type="object"
|
|
class="btn btn-link p-0 w-100 h-100 d-flex align-items-center justify-content-center border-0"
|
|
title="Click to print POD">
|
|
<i class="fa fa-file-pdf-o fc-pdf-icon"/>
|
|
</button>
|
|
</div>
|
|
<div class="fc-tile-info">
|
|
<div class="fc-tile-label">Proof of Delivery</div>
|
|
<div class="fc-tile-filename">
|
|
Signed by <field name="x_fc_pod_client_name" nolabel="1" class="d-inline"/>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
<div class="fc-document-tile" invisible="x_fc_pod_signature">
|
|
<div class="fc-tile-preview">
|
|
<i class="fa fa-clock-o fc-empty-icon"/>
|
|
</div>
|
|
<div class="fc-tile-info">
|
|
<div class="fc-tile-empty-text">Available after POD is signed</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
|
|
<field name="x_fc_sa_signed_form" invisible="1"/>
|
|
<field name="x_fc_sa_signed_form_filename" invisible="1"/>
|
|
</page>
|
|
|
|
<!-- Ontario Works Documents tab -->
|
|
<page string="Ontario Works Documents" name="ow_documents"
|
|
invisible="not x_fc_is_odsp_sale or x_fc_odsp_division != 'ontario_works' or x_fc_ow_status == 'quotation'">
|
|
|
|
<div class="row">
|
|
<!-- Column 1: Discretionary Benefits Form -->
|
|
<div class="col-md-4">
|
|
<div class="fc-doc-section h-100">
|
|
<div class="fc-doc-section-header">
|
|
<i class="fa fa-file-text-o"/> Discretionary Benefits Form
|
|
</div>
|
|
<div class="fc-document-tiles">
|
|
<div class="fc-document-tile">
|
|
<div class="fc-tile-preview">
|
|
<button name="action_open_ow_discretionary_form" type="object"
|
|
class="btn btn-link p-0 w-100 h-100 d-flex align-items-center justify-content-center border-0"
|
|
invisible="not x_fc_ow_discretionary_form"
|
|
title="Click to preview">
|
|
<i class="fa fa-file-pdf-o fc-pdf-icon"/>
|
|
</button>
|
|
<i class="fa fa-clock-o fc-empty-icon" invisible="x_fc_ow_discretionary_form"/>
|
|
</div>
|
|
<div class="fc-tile-info">
|
|
<div class="fc-tile-label">Discretionary Form</div>
|
|
<div class="fc-tile-filename" invisible="not x_fc_ow_discretionary_form">
|
|
<field name="x_fc_ow_discretionary_form_filename" nolabel="1" class="text-truncate"/>
|
|
</div>
|
|
<div class="fc-tile-empty-text" invisible="x_fc_ow_discretionary_form">Generated when form is sent via wizard</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
|
|
<!-- Column 2: Internal POD -->
|
|
<div class="col-md-4"
|
|
invisible="x_fc_ow_status not in ('delivered', 'case_closed')">
|
|
<div class="fc-doc-section h-100">
|
|
<div class="fc-doc-section-header">
|
|
<i class="fa fa-file-text"/> Proof of Delivery
|
|
</div>
|
|
<div class="fc-document-tiles">
|
|
<div class="fc-document-tile" invisible="not x_fc_pod_signature">
|
|
<div class="fc-tile-preview">
|
|
<button name="action_open_ow_internal_pod" type="object"
|
|
class="btn btn-link p-0 w-100 h-100 d-flex align-items-center justify-content-center border-0"
|
|
title="Click to print POD">
|
|
<i class="fa fa-file-pdf-o fc-pdf-icon"/>
|
|
</button>
|
|
</div>
|
|
<div class="fc-tile-info">
|
|
<div class="fc-tile-label">Proof of Delivery</div>
|
|
<div class="fc-tile-filename">
|
|
Signed by <field name="x_fc_pod_client_name" nolabel="1" class="d-inline"/>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
<div class="fc-document-tile" invisible="x_fc_pod_signature">
|
|
<div class="fc-tile-preview">
|
|
<i class="fa fa-clock-o fc-empty-icon"/>
|
|
</div>
|
|
<div class="fc-tile-info">
|
|
<div class="fc-tile-empty-text">Available after delivery is completed</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
|
|
<!-- Column 3: Authorizer Letter (optional upload) -->
|
|
<div class="col-md-4">
|
|
<div class="fc-doc-section h-100">
|
|
<div class="fc-doc-section-header">
|
|
<i class="fa fa-envelope-o"/> Authorizer Letter
|
|
</div>
|
|
<div class="fc-document-tiles">
|
|
<div class="fc-document-tile">
|
|
<div class="fc-tile-preview">
|
|
<button name="action_open_ow_authorizer_letter" type="object"
|
|
class="btn btn-link p-0 w-100 h-100 d-flex align-items-center justify-content-center border-0"
|
|
invisible="not x_fc_ow_authorizer_letter"
|
|
title="Click to preview">
|
|
<i class="fa fa-file-pdf-o fc-pdf-icon"/>
|
|
</button>
|
|
<i class="fa fa-plus-circle fc-empty-icon" invisible="x_fc_ow_authorizer_letter"/>
|
|
</div>
|
|
<div class="fc-tile-info">
|
|
<div class="fc-tile-label">Authorizer Letter</div>
|
|
<div class="fc-tile-filename" invisible="not x_fc_ow_authorizer_letter">
|
|
<field name="x_fc_ow_authorizer_letter_filename" nolabel="1" class="text-truncate"/>
|
|
</div>
|
|
<div class="fc-tile-empty-text" invisible="x_fc_ow_authorizer_letter">Upload authorizer letter (optional)</div>
|
|
</div>
|
|
<div class="fc-tile-actions">
|
|
<field name="x_fc_ow_authorizer_letter" filename="x_fc_ow_authorizer_letter_filename"
|
|
widget="binary" nolabel="1" class="fc-tile-upload-field"/>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
|
|
<field name="x_fc_ow_discretionary_form" invisible="1"/>
|
|
</page>
|
|
|
|
<!-- Standard ODSP Documents tab -->
|
|
<page string="ODSP Documents" name="odsp_std_documents"
|
|
invisible="not x_fc_is_odsp_sale or x_fc_odsp_division != 'standard' or x_fc_odsp_std_status == 'quotation'">
|
|
|
|
<div class="row">
|
|
<!-- Column 1: Authorizer Letter -->
|
|
<div class="col-md-4">
|
|
<div class="fc-doc-section h-100">
|
|
<div class="fc-doc-section-header">
|
|
<i class="fa fa-envelope-o"/> Authorizer Letter
|
|
</div>
|
|
<div class="fc-document-tiles">
|
|
<div class="fc-document-tile">
|
|
<div class="fc-tile-preview">
|
|
<button name="action_open_odsp_std_authorizer_letter" type="object"
|
|
class="btn btn-link p-0 w-100 h-100 d-flex align-items-center justify-content-center border-0"
|
|
invisible="not x_fc_odsp_authorizer_letter"
|
|
title="Click to preview">
|
|
<i class="fa fa-file-pdf-o fc-pdf-icon"/>
|
|
</button>
|
|
<i class="fa fa-plus-circle fc-empty-icon" invisible="x_fc_odsp_authorizer_letter"/>
|
|
</div>
|
|
<div class="fc-tile-info">
|
|
<div class="fc-tile-label">Authorizer Letter</div>
|
|
<div class="fc-tile-filename" invisible="not x_fc_odsp_authorizer_letter">
|
|
<field name="x_fc_odsp_authorizer_letter_filename" nolabel="1" class="text-truncate"/>
|
|
</div>
|
|
<div class="fc-tile-empty-text" invisible="x_fc_odsp_authorizer_letter">Uploaded via Submit to ODSP wizard</div>
|
|
</div>
|
|
<div class="fc-tile-actions">
|
|
<field name="x_fc_odsp_authorizer_letter" filename="x_fc_odsp_authorizer_letter_filename"
|
|
widget="binary" nolabel="1" class="fc-tile-upload-field"/>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
|
|
<!-- Column 2: ODSP Approval Document -->
|
|
<div class="col-md-4"
|
|
invisible="x_fc_odsp_std_status not in ('pre_approved', 'ready_delivery', 'delivered', 'pod_submitted', 'payment_received', 'case_closed')">
|
|
<div class="fc-doc-section h-100">
|
|
<div class="fc-doc-section-header">
|
|
<i class="fa fa-check-circle-o"/> Approval Document
|
|
</div>
|
|
<div class="fc-document-tiles">
|
|
<div class="fc-document-tile">
|
|
<div class="fc-tile-preview">
|
|
<button name="action_open_odsp_std_approval_document" type="object"
|
|
class="btn btn-link p-0 w-100 h-100 d-flex align-items-center justify-content-center border-0"
|
|
invisible="not x_fc_odsp_approval_document"
|
|
title="Click to preview">
|
|
<i class="fa fa-file-pdf-o fc-pdf-icon"/>
|
|
</button>
|
|
<i class="fa fa-plus-circle fc-empty-icon" invisible="x_fc_odsp_approval_document"/>
|
|
</div>
|
|
<div class="fc-tile-info">
|
|
<div class="fc-tile-label">Approval Document</div>
|
|
<div class="fc-tile-filename" invisible="not x_fc_odsp_approval_document">
|
|
<field name="x_fc_odsp_approval_document_filename" nolabel="1" class="text-truncate"/>
|
|
</div>
|
|
<div class="fc-tile-empty-text" invisible="x_fc_odsp_approval_document">Uploaded during pre-approval</div>
|
|
</div>
|
|
<div class="fc-tile-actions">
|
|
<field name="x_fc_odsp_approval_document" filename="x_fc_odsp_approval_document_filename"
|
|
widget="binary" nolabel="1" class="fc-tile-upload-field"/>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
|
|
<!-- Column 3: Internal POD -->
|
|
<div class="col-md-4"
|
|
invisible="x_fc_odsp_std_status not in ('delivered', 'pod_submitted', 'payment_received', 'case_closed')">
|
|
<div class="fc-doc-section h-100">
|
|
<div class="fc-doc-section-header">
|
|
<i class="fa fa-file-text"/> Proof of Delivery
|
|
</div>
|
|
<div class="fc-document-tiles">
|
|
<div class="fc-document-tile" invisible="not x_fc_pod_signature">
|
|
<div class="fc-tile-preview">
|
|
<button name="action_open_odsp_std_internal_pod" type="object"
|
|
class="btn btn-link p-0 w-100 h-100 d-flex align-items-center justify-content-center border-0"
|
|
title="Click to print POD">
|
|
<i class="fa fa-file-pdf-o fc-pdf-icon"/>
|
|
</button>
|
|
</div>
|
|
<div class="fc-tile-info">
|
|
<div class="fc-tile-label">Proof of Delivery</div>
|
|
<div class="fc-tile-filename">
|
|
Signed by <field name="x_fc_pod_client_name" nolabel="1" class="d-inline"/>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
<div class="fc-document-tile" invisible="x_fc_pod_signature">
|
|
<div class="fc-tile-preview">
|
|
<i class="fa fa-clock-o fc-empty-icon"/>
|
|
</div>
|
|
<div class="fc-tile-info">
|
|
<div class="fc-tile-empty-text">Available after delivery is completed</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</page>
|
|
</xpath>
|
|
</field>
|
|
</record>
|
|
|
|
<!-- ===================================================================== -->
|
|
<!-- SALE ORDER FORM: ADP Invoice Smart Buttons -->
|
|
<!-- ===================================================================== -->
|
|
<record id="view_order_form_fusion_claims_invoice_buttons" model="ir.ui.view">
|
|
<field name="name">sale.order.form.fusion.central.invoice.buttons</field>
|
|
<field name="model">sale.order</field>
|
|
<field name="inherit_id" ref="sale.view_order_form"/>
|
|
<field name="priority">48</field>
|
|
<field name="arch" type="xml">
|
|
<!-- Add ADP and Client invoice smart buttons -->
|
|
<xpath expr="//div[@name='button_box']" position="inside">
|
|
<!-- Client Invoice Button (Blue) - only for REG clients -->
|
|
<button name="action_view_client_invoices" type="object"
|
|
class="oe_stat_button" icon="fa-file-text-o"
|
|
invisible="not x_fc_is_adp_sale or x_fc_client_invoice_count == 0">
|
|
<field name="x_fc_client_invoice_count" widget="statinfo" string="Client Invoice"/>
|
|
</button>
|
|
|
|
<!-- ADP Invoice Button (Green) -->
|
|
<button name="action_view_adp_invoices" type="object"
|
|
class="oe_stat_button" icon="fa-institution"
|
|
invisible="not x_fc_is_adp_sale or x_fc_adp_invoice_count == 0">
|
|
<field name="x_fc_adp_invoice_count" widget="statinfo" string="ADP Invoice"/>
|
|
</button>
|
|
|
|
<!-- Vendor Bills Button (for audit trail) -->
|
|
<button name="action_view_vendor_bills" type="object"
|
|
class="oe_stat_button" icon="fa-truck"
|
|
invisible="not x_fc_is_adp_sale or x_fc_vendor_bill_count == 0">
|
|
<field name="x_fc_vendor_bill_count" widget="statinfo" string="Vendor Bills"/>
|
|
</button>
|
|
|
|
<!-- MOD Invoice Button (March of Dimes cases only) -->
|
|
<button name="action_view_mod_invoices" type="object"
|
|
class="oe_stat_button" icon="fa-institution"
|
|
invisible="not x_fc_is_mod_sale or x_fc_mod_invoice_count == 0">
|
|
<field name="x_fc_mod_invoice_count" widget="statinfo" string="MOD Invoice"/>
|
|
</button>
|
|
|
|
<!-- Client Invoice for MOD cases -->
|
|
<button name="action_view_mod_client_invoices" type="object"
|
|
class="oe_stat_button" icon="fa-file-text-o"
|
|
invisible="not x_fc_is_mod_sale or x_fc_mod_client_invoice_count == 0">
|
|
<field name="x_fc_mod_client_invoice_count" widget="statinfo" string="Client Invoice"/>
|
|
</button>
|
|
|
|
<!-- Loaner Equipment Button -->
|
|
<button name="action_view_loaners" type="object"
|
|
class="oe_stat_button" icon="fa-wheelchair"
|
|
invisible="x_fc_loaner_count == 0">
|
|
<field name="x_fc_loaner_count" widget="statinfo" string="Loaners"/>
|
|
</button>
|
|
|
|
<!-- Technician Tasks Button -->
|
|
<button name="action_view_technician_tasks" type="object"
|
|
class="oe_stat_button" icon="fa-wrench"
|
|
invisible="x_fc_technician_task_count == 0">
|
|
<field name="x_fc_technician_task_count" widget="statinfo" string="Tasks"/>
|
|
</button>
|
|
</xpath>
|
|
</field>
|
|
</record>
|
|
|
|
<!-- ===================================================================== -->
|
|
<!-- SALE ORDER FORM: Device Approval Alert Banner -->
|
|
<!-- ===================================================================== -->
|
|
<record id="view_order_form_fusion_claims_approval_banner" model="ir.ui.view">
|
|
<field name="name">sale.order.form.fusion.central.approval.banner</field>
|
|
<field name="model">sale.order</field>
|
|
<field name="inherit_id" ref="sale.view_order_form"/>
|
|
<field name="priority">45</field>
|
|
<field name="arch" type="xml">
|
|
<!-- Add prominent alert banner at top of form when approval verification is needed -->
|
|
<xpath expr="//form/sheet" position="before">
|
|
<field name="x_fc_is_adp_sale" invisible="1"/>
|
|
<field name="x_fc_device_verification_complete" invisible="1"/>
|
|
<field name="x_fc_has_unapproved_devices" invisible="1"/>
|
|
<field name="x_fc_total_device_count" invisible="1"/>
|
|
|
|
<!-- Show when ADP sale has devices that need verification -->
|
|
<div class="alert alert-danger" role="alert"
|
|
invisible="not x_fc_is_adp_sale or x_fc_device_verification_complete or x_fc_total_device_count == 0 or state not in ('sale', 'done')">
|
|
<div class="d-flex align-items-center">
|
|
<i class="fa fa-exclamation-triangle fa-2x me-3"/>
|
|
<div class="flex-grow-1">
|
|
<strong>Device Approval Verification Required</strong>
|
|
<p class="mb-0">
|
|
Please verify which devices were approved by ADP before creating invoices.
|
|
</p>
|
|
</div>
|
|
<button name="action_open_device_approval_wizard" type="object"
|
|
string="Verify Device Approval" class="btn btn-danger ms-3"/>
|
|
</div>
|
|
</div>
|
|
|
|
<!-- Show info if some devices were NOT approved (after verification is complete) -->
|
|
<div class="alert alert-warning" role="alert"
|
|
invisible="not x_fc_is_adp_sale or not x_fc_device_verification_complete or not x_fc_has_unapproved_devices or state not in ('sale', 'done')">
|
|
<div class="d-flex align-items-center">
|
|
<i class="fa fa-exclamation-circle fa-2x me-3"/>
|
|
<div class="flex-grow-1">
|
|
<strong>Some Devices Were NOT Approved by ADP</strong>
|
|
<p class="mb-0">
|
|
Unapproved devices will be billed to the client at 100% and excluded from the ADP invoice.
|
|
</p>
|
|
</div>
|
|
<button name="action_open_device_approval_wizard" type="object"
|
|
string="Review Approvals" class="btn btn-warning ms-3"/>
|
|
</div>
|
|
</div>
|
|
</xpath>
|
|
</field>
|
|
</record>
|
|
|
|
<!-- ===================================================================== -->
|
|
<!-- SALE ORDER FORM: Split Invoice Buttons in Header -->
|
|
<!-- ===================================================================== -->
|
|
<record id="view_order_form_fusion_claims_buttons" model="ir.ui.view">
|
|
<field name="name">sale.order.form.fusion.central.buttons</field>
|
|
<field name="model">sale.order</field>
|
|
<field name="inherit_id" ref="sale.view_order_form"/>
|
|
<field name="priority">52</field>
|
|
<field name="arch" type="xml">
|
|
<!-- Add split invoice buttons after the standard Create Invoice button -->
|
|
<xpath expr="//button[@name='action_quotation_send']" position="after">
|
|
<field name="x_fc_is_adp_sale" invisible="1"/>
|
|
<field name="x_fc_has_client_invoice" invisible="1"/>
|
|
<field name="x_fc_has_adp_invoice" invisible="1"/>
|
|
<field name="x_fc_client_type" invisible="1"/>
|
|
|
|
<!-- REG Client: Create Client Invoice (25%) - show if ADP sale, REG client, no client invoice yet -->
|
|
<button name="action_create_client_invoice" type="object"
|
|
string="Create Client Invoice (25%)" class="btn-primary"
|
|
invisible="not x_fc_is_adp_sale or x_fc_client_type != 'REG' or x_fc_has_client_invoice or state != 'sale'"/>
|
|
|
|
<!-- REG Client: Create ADP Invoice (75%) - show after client invoice is created -->
|
|
<button name="action_create_adp_invoice" type="object"
|
|
string="Create ADP Invoice (75%)" class="btn-warning"
|
|
invisible="not x_fc_is_adp_sale or x_fc_client_type != 'REG' or x_fc_has_adp_invoice or not x_fc_has_client_invoice or state != 'sale'"/>
|
|
|
|
<!-- Non-REG Client: Create ADP Invoice (100%) - show if ADP sale, non-REG, no ADP invoice yet -->
|
|
<button name="action_create_adp_invoice" type="object"
|
|
string="Create ADP Invoice (100%)" class="btn-warning"
|
|
invisible="not x_fc_is_adp_sale or x_fc_client_type == 'REG' or x_fc_has_adp_invoice or state != 'sale'"/>
|
|
|
|
<!-- Hidden helper fields for button visibility -->
|
|
<field name="x_fc_has_unapproved_devices" invisible="1"/>
|
|
<field name="x_fc_device_verification_complete" invisible="1"/>
|
|
<field name="x_fc_submission_verified" invisible="1"/>
|
|
<field name="x_fc_adp_application_status" invisible="1"/>
|
|
<field name="x_fc_active_loaner_count" invisible="1"/>
|
|
<field name="x_fc_early_delivery" invisible="1"/>
|
|
|
|
<!-- ============================================================ -->
|
|
<!-- NEXT STEP WORKFLOW BUTTONS - Always show the next action -->
|
|
<!-- These appear FIRST in the header for easy access -->
|
|
<!-- ============================================================ -->
|
|
|
|
<!-- Quotation -> Schedule Assessment -->
|
|
<button name="action_schedule_assessment" type="object"
|
|
string="Schedule Assessment" class="btn-info"
|
|
icon="fa-calendar"
|
|
invisible="not x_fc_is_adp_sale or x_fc_adp_application_status != 'quotation'"
|
|
help="Move to Assessment Scheduled status"/>
|
|
|
|
<!-- Assessment Scheduled -> Complete Assessment -->
|
|
<button name="action_complete_assessment" type="object"
|
|
string="Complete Assessment" class="btn-info"
|
|
icon="fa-check-square-o"
|
|
invisible="not x_fc_is_adp_sale or x_fc_adp_application_status != 'assessment_scheduled'"
|
|
help="Mark assessment as completed"/>
|
|
|
|
<!-- Waiting for Application -> Application Received -->
|
|
<button name="action_application_received" type="object"
|
|
string="Application Received" class="btn-info"
|
|
icon="fa-file-text-o"
|
|
invisible="not x_fc_is_adp_sale or x_fc_adp_application_status not in ('assessment_completed', 'waiting_for_application')"
|
|
help="Mark application as received from authorizer"/>
|
|
|
|
<!-- Application Received -> Ready for Submission -->
|
|
<button name="action_ready_for_submission" type="object"
|
|
string="Ready for Submission" class="btn-info"
|
|
icon="fa-check"
|
|
invisible="not x_fc_is_adp_sale or x_fc_adp_application_status != 'application_received'"
|
|
help="Mark application as ready to submit to ADP"/>
|
|
|
|
<!-- Ready for Submission / Needs Correction -> Submit Application -->
|
|
<button name="action_submit_application" type="object"
|
|
string="Submit Application" class="btn-success"
|
|
icon="fa-paper-plane"
|
|
invisible="not x_fc_is_adp_sale or x_fc_adp_application_status not in ('ready_submission', 'needs_correction')"
|
|
help="Verify device types and submit application to ADP"/>
|
|
|
|
<!-- Submitted / Resubmitted / Accepted -> Mark as Approved -->
|
|
<button name="action_mark_approved" type="object"
|
|
string="Mark as Approved" class="btn-success"
|
|
icon="fa-check"
|
|
invisible="not x_fc_is_adp_sale or x_fc_adp_application_status not in ('submitted', 'resubmitted', 'accepted')"
|
|
help="Verify device approval from ADP and mark application as approved"/>
|
|
|
|
<!-- Delivery Stage -->
|
|
<button name="action_ready_for_delivery" type="object"
|
|
string="Ready for Delivery" class="btn-info"
|
|
icon="fa-truck"
|
|
invisible="not x_fc_is_adp_sale or (not x_fc_early_delivery and x_fc_adp_application_status not in ('approved', 'approved_deduction')) or (x_fc_early_delivery and x_fc_adp_application_status not in ('submitted', 'accepted', 'approved', 'approved_deduction'))"
|
|
help="Assign delivery technicians and mark as ready for delivery"/>
|
|
|
|
<!-- Approved / Ready for Delivery -> Ready to Bill -->
|
|
<button name="action_set_ready_to_bill" type="object"
|
|
string="Ready to Bill" class="btn-primary"
|
|
icon="fa-dollar"
|
|
invisible="not x_fc_is_adp_sale or x_fc_adp_application_status not in ('approved', 'approved_deduction', 'ready_delivery')"
|
|
help="Mark as ready to bill (requires POD, delivery date, device verification)"/>
|
|
|
|
<!-- Ready to Bill -> Mark as Billed -->
|
|
<button name="action_mark_as_billed" type="object"
|
|
string="Mark as Billed" class="btn-warning"
|
|
icon="fa-file-text"
|
|
invisible="not x_fc_is_adp_sale or x_fc_adp_application_status != 'ready_bill'"
|
|
help="Mark as billed to ADP (requires posted invoices)"/>
|
|
|
|
<!-- Billed -> Close Case -->
|
|
<button name="action_close_case" type="object"
|
|
string="Close Case" class="btn-primary"
|
|
icon="fa-check-circle"
|
|
invisible="not x_fc_is_adp_sale or x_fc_adp_application_status != 'billed'"
|
|
help="Verify audit trail and close the case"/>
|
|
|
|
<!-- Resume from On Hold -->
|
|
<button name="action_resume_from_hold" type="object"
|
|
string="Resume" class="btn-success"
|
|
icon="fa-play"
|
|
invisible="not x_fc_is_adp_sale or x_fc_adp_application_status != 'on_hold'"
|
|
help="Resume this application from hold"/>
|
|
|
|
<!-- ============================================================ -->
|
|
<!-- EXCEPTION BUTTONS - Put On Hold / Withdraw -->
|
|
<!-- ============================================================ -->
|
|
|
|
<button name="%(fusion_claims.action_set_status_on_hold)d"
|
|
type="action" string="Put On Hold" class="btn-warning"
|
|
icon="fa-pause"
|
|
invisible="not x_fc_is_adp_sale or x_fc_adp_application_status not in ('approved', 'approved_deduction', 'ready_delivery', 'ready_bill')"
|
|
help="Put this application on hold"/>
|
|
|
|
<button name="%(fusion_claims.action_set_status_withdrawn)d"
|
|
type="action" string="Withdraw" class="btn-secondary"
|
|
icon="fa-undo"
|
|
invisible="not x_fc_is_adp_sale or x_fc_adp_application_status not in ('approved', 'approved_deduction', 'ready_bill')"
|
|
help="Withdraw this application"/>
|
|
|
|
<!-- ============================================================ -->
|
|
<!-- REVIEW BUTTONS (color changes based on verified/approved) -->
|
|
<!-- ============================================================ -->
|
|
|
|
<!-- Review Submission: GREEN when verified -->
|
|
<button name="action_open_submission_verification_wizard" type="object"
|
|
string="Review Submission" class="fc-btn-status-good"
|
|
icon="fa-check-circle"
|
|
invisible="not x_fc_is_adp_sale or not x_fc_submission_verified or x_fc_adp_application_status in ('quotation', 'assessment_scheduled', 'assessment_completed', 'waiting_for_application', 'application_received', 'ready_submission', 'approved', 'approved_deduction', 'ready_bill', 'billed', 'case_closed', 'denied', 'withdrawn', 'cancelled', 'expired')"
|
|
help="Submission verified - click to review"/>
|
|
|
|
<!-- Review Submission: LIGHT RED when not yet verified -->
|
|
<button name="action_open_submission_verification_wizard" type="object"
|
|
string="Review Submission" class="fc-btn-status-bad"
|
|
icon="fa-exclamation-triangle"
|
|
invisible="not x_fc_is_adp_sale or x_fc_submission_verified or x_fc_adp_application_status in ('quotation', 'assessment_scheduled', 'assessment_completed', 'waiting_for_application', 'application_received', 'ready_submission', 'approved', 'approved_deduction', 'ready_bill', 'billed', 'case_closed', 'denied', 'withdrawn', 'cancelled', 'expired')"
|
|
help="Submission not yet verified - click to review"/>
|
|
|
|
<!-- Review Approval: GREEN when all devices approved -->
|
|
<button name="action_open_device_approval_wizard" type="object"
|
|
string="Review Approval" class="fc-btn-status-good"
|
|
icon="fa-check-circle"
|
|
invisible="not x_fc_is_adp_sale or not x_fc_device_verification_complete or x_fc_has_unapproved_devices or x_fc_adp_application_status in ('quotation', 'assessment_scheduled', 'assessment_completed', 'waiting_for_application', 'application_received', 'ready_submission', 'submitted', 'resubmitted', 'needs_correction', 'billed', 'case_closed')"
|
|
help="All devices approved - click to review"/>
|
|
|
|
<!-- Review Approval: LIGHT RED when has unapproved devices -->
|
|
<button name="action_open_device_approval_wizard" type="object"
|
|
string="Review Approval" class="fc-btn-status-bad"
|
|
icon="fa-exclamation-triangle"
|
|
invisible="not x_fc_is_adp_sale or not x_fc_device_verification_complete or not x_fc_has_unapproved_devices or x_fc_adp_application_status in ('quotation', 'assessment_scheduled', 'assessment_completed', 'waiting_for_application', 'application_received', 'ready_submission', 'submitted', 'resubmitted', 'needs_correction', 'billed', 'case_closed')"
|
|
help="Some devices not yet approved - click to review"/>
|
|
|
|
</xpath>
|
|
|
|
<!-- ============================================================ -->
|
|
<!-- LOANER BUTTONS - Positioned AFTER all standard Odoo buttons -->
|
|
<!-- (after Cancel, before the statusbar widget) -->
|
|
<!-- ============================================================ -->
|
|
<xpath expr="//header/field[@name='state']" position="before">
|
|
<field name="x_fc_is_adp_sale" invisible="1"/>
|
|
<field name="x_fc_active_loaner_count" invisible="1"/>
|
|
<field name="x_fc_has_overdue_loaner" invisible="1"/>
|
|
|
|
<!-- Checkout Loaner: only when NO active loaners -->
|
|
<button name="action_checkout_loaner" type="object"
|
|
string="Checkout Loaner" class="btn-secondary"
|
|
icon="fa-wheelchair"
|
|
invisible="not x_fc_is_adp_sale or x_fc_active_loaner_count > 0 or x_fc_adp_application_status not in ('assessment_scheduled', 'assessment_completed', 'waiting_for_application', 'application_received', 'ready_submission', 'submitted', 'resubmitted', 'accepted', 'approved', 'approved_deduction', 'ready_delivery')"
|
|
help="Checkout loaner equipment for the client"/>
|
|
|
|
<!-- Checkin Loaner: GREEN when within return period -->
|
|
<button name="action_checkin_loaner" type="object"
|
|
string="Checkin Loaner" class="fc-btn-status-good"
|
|
icon="fa-clock-o"
|
|
invisible="not x_fc_is_adp_sale or x_fc_active_loaner_count == 0 or x_fc_has_overdue_loaner"
|
|
help="Loaner within return period - click to check in"/>
|
|
|
|
<!-- Checkin Loaner: RED when past return period -->
|
|
<button name="action_checkin_loaner" type="object"
|
|
string="Checkin Loaner" class="fc-btn-status-bad"
|
|
icon="fa-exclamation-circle"
|
|
invisible="not x_fc_is_adp_sale or x_fc_active_loaner_count == 0 or not x_fc_has_overdue_loaner"
|
|
help="Loaner OVERDUE - click to check in"/>
|
|
</xpath>
|
|
</field>
|
|
</record>
|
|
|
|
<!-- ===================================================================== -->
|
|
<!-- SALE ORDER FORM: ADP Status Bar at Top -->
|
|
<!-- ===================================================================== -->
|
|
<record id="view_order_form_fusion_claims_statusbar" model="ir.ui.view">
|
|
<field name="name">sale.order.form.fusion.central.statusbar</field>
|
|
<field name="model">sale.order</field>
|
|
<field name="inherit_id" ref="sale.view_order_form"/>
|
|
<field name="priority">48</field>
|
|
<field name="arch" type="xml">
|
|
<!-- Add ADP Status bar at top of form for ADP sales -->
|
|
<xpath expr="//form/sheet" position="before">
|
|
<field name="x_fc_is_adp_sale" invisible="1"/>
|
|
<field name="x_fc_adp_application_status" widget="statusbar"
|
|
invisible="not x_fc_is_adp_sale"
|
|
statusbar_visible="quotation,waiting_for_application,ready_submission,submitted,approved,ready_bill,billed,case_closed"
|
|
nolabel="1"/>
|
|
<!-- MOD Status bar -->
|
|
<field name="x_fc_is_mod_sale" invisible="1"/>
|
|
<field name="x_fc_mod_status" widget="statusbar"
|
|
invisible="not x_fc_is_mod_sale"
|
|
statusbar_visible="need_to_schedule,assessment_scheduled,assessment_completed,processing_drawings,quote_submitted,funding_approved,contract_received,in_production,project_complete,case_closed"
|
|
nolabel="1"/>
|
|
</xpath>
|
|
</field>
|
|
</record>
|
|
|
|
<!-- ===================================================================== -->
|
|
<!-- SALE ORDER FORM: ADP Case Details Tab -->
|
|
<!-- ===================================================================== -->
|
|
<record id="view_order_form_fusion_claims_adp_tab" model="ir.ui.view">
|
|
<field name="name">sale.order.form.fusion.central.adp.tab</field>
|
|
<field name="model">sale.order</field>
|
|
<field name="inherit_id" ref="sale.view_order_form"/>
|
|
<field name="priority">55</field>
|
|
<field name="arch" type="xml">
|
|
<!-- Add ADP Case Details tab in notebook -->
|
|
<xpath expr="//notebook" position="inside">
|
|
<!-- Use computed x_fc_is_adp_sale which checks BOTH Studio and module fields -->
|
|
<field name="x_fc_is_adp_sale" invisible="1"/>
|
|
<page string="ADP Case Details" name="adp_case_details"
|
|
invisible="not x_fc_is_adp_sale">
|
|
|
|
<!-- Case Locked Warning Banner -->
|
|
<field name="x_fc_case_locked" invisible="1"/>
|
|
<div class="alert alert-danger mb-3" role="alert" invisible="not x_fc_case_locked">
|
|
<div class="d-flex align-items-center">
|
|
<i class="fa fa-lock fa-2x me-3"/>
|
|
<div>
|
|
<strong>This Case is Locked</strong>
|
|
<p class="mb-0">All ADP fields are read-only. To make changes, unlock the case in the ADP Order Trail tab.</p>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
|
|
<!-- Hidden fields for logic -->
|
|
<field name="x_fc_adp_status" invisible="1"/>
|
|
<field name="x_fc_under_5_years" invisible="1"/>
|
|
<field name="x_fc_funding_warning_message" invisible="1"/>
|
|
<field name="x_fc_funding_warning_level" invisible="1"/>
|
|
<field name="x_fc_show_expiry_card" invisible="1"/>
|
|
<field name="x_fc_approval_expiry_days" invisible="1"/>
|
|
<field name="x_fc_approval_expired" invisible="1"/>
|
|
<field name="x_fc_billing_warning" invisible="1"/>
|
|
<field name="x_fc_assessment_expired" invisible="1"/>
|
|
|
|
<!-- Approval Expiry Card - Shows for Approved/Approved with Deduction/On Hold (with claim) -->
|
|
<div class="row mb-3" invisible="not x_fc_show_expiry_card">
|
|
<!-- Expiry Countdown Card -->
|
|
<div class="col-md-4" invisible="x_fc_approval_expired">
|
|
<div class="card bg-info text-white">
|
|
<div class="card-body text-center py-3">
|
|
<h5 class="card-title mb-1">
|
|
<i class="fa fa-clock-o"/> Approval Valid For
|
|
</h5>
|
|
<h2 class="mb-0">
|
|
<field name="x_fc_approval_expiry_days" readonly="1"/> days
|
|
</h2>
|
|
<small>Deliver within 6 months of approval</small>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
|
|
<!-- Expired Warning Card -->
|
|
<div class="col-md-6" invisible="not x_fc_approval_expired">
|
|
<div class="alert alert-danger mb-0">
|
|
<h5><i class="fa fa-exclamation-circle"/> Approval Expired!</h5>
|
|
<p class="mb-0">
|
|
This approval has exceeded the 6-month validity period.
|
|
The application needs to be <strong>resubmitted</strong>.
|
|
</p>
|
|
</div>
|
|
</div>
|
|
|
|
<!-- Billing Warning Card (1 year) -->
|
|
<div class="col-md-6" invisible="not x_fc_billing_warning">
|
|
<div class="alert alert-warning mb-0">
|
|
<h5><i class="fa fa-phone"/> Verbal Permission Required</h5>
|
|
<p class="mb-0">
|
|
More than 1 year has passed since approval.
|
|
<strong>Contact ADP for verbal permission</strong> before billing.
|
|
</p>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
|
|
<!-- Assessment Expired Warning (for on_hold resuming) -->
|
|
<div class="alert alert-warning mb-3" invisible="not x_fc_assessment_expired or x_fc_adp_application_status != 'on_hold'">
|
|
<i class="fa fa-exclamation-triangle"/> <strong>Assessment Expired</strong>
|
|
<p class="mb-0 mt-1">
|
|
The assessment is more than 3 months old. A new assessment must be completed
|
|
before resuming this application.
|
|
</p>
|
|
</div>
|
|
|
|
<!-- Core Details -->
|
|
<group>
|
|
<!-- Hidden stage computation fields -->
|
|
<field name="x_fc_stage_after_assessment_initiated" invisible="1"/>
|
|
<field name="x_fc_stage_after_assessment_completed" invisible="1"/>
|
|
<field name="x_fc_stage_after_application_received" invisible="1"/>
|
|
<field name="x_fc_stage_after_ready_submission" invisible="1"/>
|
|
<field name="x_fc_stage_after_submitted" invisible="1"/>
|
|
<field name="x_fc_stage_after_approved" invisible="1"/>
|
|
<field name="x_fc_stage_after_ready_bill" invisible="1"/>
|
|
<field name="x_fc_stage_after_billed" invisible="1"/>
|
|
<field name="x_fc_requires_previous_funding" invisible="1"/>
|
|
|
|
<group string="Core Details">
|
|
<field name="x_fc_adp_application_status" string="Status" required="x_fc_is_adp_sale"
|
|
widget="filtered_status_selection" readonly="x_fc_case_locked"/>
|
|
<field name="x_fc_client_type" string="Client Type" required="x_fc_is_adp_sale"
|
|
readonly="x_fc_case_locked"/>
|
|
<field name="x_fc_reason_for_application"
|
|
invisible="not x_fc_stage_after_ready_submission"
|
|
required="x_fc_stage_after_ready_submission"
|
|
readonly="x_fc_case_locked"/>
|
|
|
|
<!-- Status Action Buttons (require reason popup) - Hidden when locked -->
|
|
<div class="mt-2" colspan="2"
|
|
invisible="x_fc_case_locked or x_fc_adp_application_status in ('quotation', 'cancelled', 'case_closed', 'expired')">
|
|
<button name="%(fusion_claims.action_set_status_on_hold)d"
|
|
type="action" string="Put On Hold"
|
|
class="btn-secondary btn-sm me-1"
|
|
icon="fa-pause"
|
|
invisible="x_fc_adp_application_status in ('on_hold', 'denied', 'withdrawn', 'cancelled', 'case_closed')"/>
|
|
<button name="action_resume_from_hold" type="object"
|
|
string="Resume"
|
|
class="btn-success btn-sm me-1"
|
|
icon="fa-play"
|
|
invisible="x_fc_adp_application_status != 'on_hold'"/>
|
|
<button name="%(fusion_claims.action_set_status_withdrawn)d"
|
|
type="action" string="Withdraw"
|
|
class="btn-secondary btn-sm me-1"
|
|
icon="fa-undo"
|
|
invisible="x_fc_adp_application_status in ('withdrawn', 'denied', 'cancelled', 'case_closed')"/>
|
|
<!-- NEW: Mark as Accepted by ADP -->
|
|
<button name="action_mark_accepted" type="object"
|
|
string="Mark Accepted"
|
|
class="btn-success btn-sm me-1"
|
|
icon="fa-check"
|
|
invisible="x_fc_adp_application_status not in ('submitted', 'resubmitted')"/>
|
|
<!-- NEW: Mark as Rejected by ADP -->
|
|
<button name="%(fusion_claims.action_set_status_rejected)d"
|
|
type="action" string="Mark Rejected"
|
|
class="btn-danger btn-sm me-1"
|
|
icon="fa-times"
|
|
invisible="x_fc_adp_application_status not in ('submitted', 'resubmitted')"/>
|
|
<button name="%(fusion_claims.action_set_status_denied)d"
|
|
type="action" string="Denied"
|
|
class="btn-secondary btn-sm me-1"
|
|
icon="fa-times-circle"
|
|
invisible="x_fc_adp_application_status not in ('accepted',)"/>
|
|
<button name="%(fusion_claims.action_set_status_needs_correction)d"
|
|
type="action" string="Needs Correction"
|
|
class="btn-warning btn-sm me-1"
|
|
icon="fa-exclamation-triangle"
|
|
invisible="x_fc_adp_application_status not in ('submitted', 'resubmitted', 'rejected')"/>
|
|
<button name="%(fusion_claims.action_set_status_cancelled)d"
|
|
type="action" string="Cancel"
|
|
class="btn-danger btn-sm"
|
|
icon="fa-ban"
|
|
invisible="x_fc_adp_application_status in ('quotation', 'cancelled', 'case_closed', 'expired')"/>
|
|
</div>
|
|
</group>
|
|
<group string="Service Period">
|
|
<field name="x_fc_has_service" string="Is this a Service?" readonly="x_fc_case_locked"/>
|
|
<field name="x_fc_service_start_date"
|
|
invisible="not x_fc_has_service"
|
|
required="x_fc_has_service"
|
|
readonly="x_fc_case_locked"/>
|
|
<field name="x_fc_service_end_date"
|
|
invisible="not x_fc_has_service"
|
|
required="x_fc_has_service"
|
|
readonly="x_fc_case_locked"/>
|
|
</group>
|
|
</group>
|
|
|
|
<!-- Assessment Dates - Show from Assessment Initiated onwards -->
|
|
<group string="Assessment Dates" invisible="not x_fc_stage_after_assessment_initiated">
|
|
<group>
|
|
<field name="x_fc_assessment_start_date"
|
|
required="x_fc_stage_after_assessment_initiated"
|
|
readonly="x_fc_case_locked"/>
|
|
<field name="x_fc_assessment_end_date"
|
|
invisible="not x_fc_stage_after_assessment_completed"
|
|
required="x_fc_stage_after_assessment_completed"
|
|
readonly="x_fc_case_locked"/>
|
|
</group>
|
|
</group>
|
|
|
|
<!-- Application Details - Show after Ready for Submission stage -->
|
|
<group string="Application Details" invisible="not x_fc_stage_after_ready_submission">
|
|
<group>
|
|
<field name="x_fc_client_ref_1" placeholder="e.g., DOJO"
|
|
required="x_fc_stage_after_ready_submission"
|
|
readonly="x_fc_case_locked"/>
|
|
<field name="x_fc_client_ref_2" placeholder="e.g., 1234"
|
|
required="x_fc_stage_after_ready_submission"
|
|
readonly="x_fc_case_locked"/>
|
|
</group>
|
|
<group>
|
|
<field name="x_fc_claim_authorization_date"
|
|
required="x_fc_stage_after_ready_submission"
|
|
readonly="x_fc_case_locked"/>
|
|
</group>
|
|
</group>
|
|
|
|
<!-- Previous Funding History - Show when reason requires it -->
|
|
<group string="Previous Funding History" invisible="not x_fc_requires_previous_funding">
|
|
<group>
|
|
<field name="x_fc_previous_funding_date" required="x_fc_requires_previous_funding"
|
|
readonly="x_fc_case_locked"/>
|
|
<field name="x_fc_years_since_funding" readonly="1"/>
|
|
</group>
|
|
<group>
|
|
<!-- Red alert for within 1 year -->
|
|
<div class="alert alert-danger" role="alert"
|
|
invisible="x_fc_funding_warning_level != 'danger'">
|
|
<i class="fa fa-exclamation-circle"/> <strong>Warning:</strong>
|
|
<field name="x_fc_funding_warning_message" nolabel="1" readonly="1"/>
|
|
<br/>
|
|
<small>Funding within 1 year - high likelihood of deductions or denial.</small>
|
|
</div>
|
|
<!-- Yellow alert for within 5 years -->
|
|
<div class="alert alert-warning" role="alert"
|
|
invisible="x_fc_funding_warning_level != 'warning'">
|
|
<i class="fa fa-exclamation-triangle"/>
|
|
<field name="x_fc_funding_warning_message" nolabel="1" readonly="1"/>
|
|
<br/>
|
|
<small>Less than 5 years since previous funding - ADP may apply deductions.</small>
|
|
</div>
|
|
</group>
|
|
</group>
|
|
|
|
<!-- Submission Details - Show after Submitted stage -->
|
|
<group string="Submission Details" invisible="not x_fc_stage_after_submitted">
|
|
<group>
|
|
<field name="x_fc_claim_submission_date"
|
|
required="x_fc_adp_application_status in ('submitted', 'resubmitted')"
|
|
readonly="x_fc_case_locked"/>
|
|
</group>
|
|
</group>
|
|
|
|
<!-- Approval Details - Show after Approved stage -->
|
|
<group string="Approval Details" invisible="not x_fc_stage_after_approved">
|
|
<group>
|
|
<field name="x_fc_claim_number" placeholder="10 digits only"
|
|
required="x_fc_stage_after_approved"
|
|
readonly="x_fc_case_locked"/>
|
|
</group>
|
|
<group>
|
|
<field name="x_fc_claim_approval_date"
|
|
required="x_fc_stage_after_approved"
|
|
readonly="x_fc_case_locked"/>
|
|
</group>
|
|
</group>
|
|
|
|
<!-- Delivery Details - Show after application submitted -->
|
|
<group string="Delivery Details" invisible="x_fc_adp_application_status in ('quotation', 'assessment_scheduled', 'assessment_completed', 'waiting_for_application', 'application_received', 'ready_submission')">
|
|
<group>
|
|
<field name="x_fc_early_delivery" widget="boolean_toggle"
|
|
invisible="x_fc_adp_application_status in ('approved', 'approved_deduction', 'ready_delivery', 'ready_bill', 'billed', 'case_closed')"
|
|
readonly="x_fc_case_locked"/>
|
|
<field name="x_fc_scheduled_delivery_datetime"
|
|
invisible="x_fc_adp_application_status not in ('ready_delivery', 'ready_bill', 'billed', 'case_closed')"
|
|
readonly="x_fc_case_locked"/>
|
|
</group>
|
|
<group>
|
|
<field name="x_fc_delivery_technician_ids" widget="many2many_tags"
|
|
options="{'color_field': 'color'}"
|
|
invisible="x_fc_adp_application_status not in ('ready_delivery', 'ready_bill', 'billed', 'case_closed')"
|
|
readonly="x_fc_case_locked"/>
|
|
<field name="x_fc_ready_for_delivery_date"
|
|
invisible="x_fc_adp_application_status not in ('ready_delivery', 'ready_bill', 'billed', 'case_closed')"
|
|
readonly="1"/>
|
|
</group>
|
|
</group>
|
|
|
|
<!-- Billing Details - Show after Ready to Bill stage -->
|
|
<group string="Billing Details" invisible="not x_fc_stage_after_ready_bill">
|
|
<group>
|
|
<field name="x_fc_adp_delivery_date"
|
|
required="x_fc_stage_after_ready_bill"
|
|
readonly="x_fc_case_locked"/>
|
|
</group>
|
|
<group>
|
|
<field name="x_fc_billing_date"
|
|
invisible="not x_fc_stage_after_billed"
|
|
required="x_fc_stage_after_billed"
|
|
readonly="x_fc_case_locked"/>
|
|
</group>
|
|
</group>
|
|
|
|
<!-- ========================================= -->
|
|
<!-- INVOICE MAPPING SECTION -->
|
|
<!-- ========================================= -->
|
|
<group string="Invoice Mapping" name="invoice_mapping">
|
|
<group>
|
|
<field name="x_fc_adp_invoice_id"
|
|
readonly="x_fc_case_locked"
|
|
options="{'no_create': True}"/>
|
|
</group>
|
|
<group>
|
|
<field name="x_fc_client_invoice_id"
|
|
readonly="x_fc_case_locked"
|
|
options="{'no_create': True}"/>
|
|
</group>
|
|
</group>
|
|
|
|
</page>
|
|
|
|
<!-- ADP Documents Tab -->
|
|
<page string="ADP Documents" name="adp_documents"
|
|
invisible="not x_fc_is_adp_sale or x_fc_adp_application_status in ('quotation', 'assessment_scheduled', 'assessment_completed', 'waiting_for_application')">
|
|
|
|
<!-- Case Locked Warning Banner -->
|
|
<div class="alert alert-danger mb-3" role="alert" invisible="not x_fc_case_locked">
|
|
<div class="d-flex align-items-center">
|
|
<i class="fa fa-lock fa-2x me-3"/>
|
|
<div>
|
|
<strong>This Case is Locked</strong>
|
|
<p class="mb-0">Documents cannot be modified. To make changes, unlock the case in the ADP Order Trail tab.</p>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
|
|
<!-- Dynamic info alerts based on current stage -->
|
|
<div class="alert alert-info" role="alert"
|
|
invisible="x_fc_adp_application_status != 'application_received'">
|
|
<i class="fa fa-upload"/> <strong>Action Required:</strong>
|
|
Upload the Original ADP Application and signed Pages 11 & 12 to proceed.
|
|
</div>
|
|
|
|
|
|
<div class="alert alert-info" role="alert"
|
|
invisible="x_fc_adp_application_status not in ('approved', 'approved_deduction')">
|
|
<i class="fa fa-upload"/> <strong>Action Required:</strong>
|
|
Upload Proof of Delivery before moving to "Ready to Bill" status.
|
|
</div>
|
|
|
|
<!-- ========================================================= -->
|
|
<!-- Next Step Banner - Shows what action to take -->
|
|
<!-- ========================================================= -->
|
|
<!-- Ready for Submission: Show Submit Application prompt -->
|
|
<div class="alert alert-info mb-3" role="alert"
|
|
invisible="x_fc_adp_application_status != 'ready_submission'">
|
|
<div class="d-flex align-items-center">
|
|
<i class="fa fa-paper-plane fa-2x me-3"/>
|
|
<div class="flex-grow-1">
|
|
<strong>Ready to Submit</strong>
|
|
<p class="mb-0">
|
|
Documents are ready. Use the <strong>"Submit Application"</strong> button in the header
|
|
to verify device types and submit to ADP.
|
|
</p>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
|
|
<!-- Submitted: Waiting for approval -->
|
|
<div class="alert alert-info mb-3" role="alert"
|
|
invisible="x_fc_adp_application_status not in ('submitted', 'resubmitted')">
|
|
<div class="d-flex align-items-center">
|
|
<i class="fa fa-clock-o fa-2x me-3"/>
|
|
<div class="flex-grow-1">
|
|
<strong>Awaiting ADP Response</strong>
|
|
<p class="mb-0">
|
|
Application submitted. When the approval letter arrives, use the
|
|
<strong>"Mark as Approved"</strong> button in the header.
|
|
</p>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
|
|
<!-- Approved: Show Ready to Bill prompt -->
|
|
<div class="alert alert-success mb-3" role="alert"
|
|
invisible="x_fc_adp_application_status not in ('approved', 'approved_deduction')">
|
|
<div class="d-flex align-items-center">
|
|
<i class="fa fa-check-circle fa-2x me-3"/>
|
|
<div class="flex-grow-1">
|
|
<strong>Application Approved</strong>
|
|
<p class="mb-0">
|
|
Upload Proof of Delivery and set delivery date, then use the
|
|
<strong>"Ready to Bill"</strong> button in the header.
|
|
</p>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
|
|
<!-- ========================================================= -->
|
|
<!-- Documents Grid - 3 Column Layout -->
|
|
<!-- ========================================================= -->
|
|
<div class="row">
|
|
<!-- Column 1: Application Documents -->
|
|
<div class="col-md-4">
|
|
<div class="fc-doc-section h-100">
|
|
<div class="fc-doc-section-header">
|
|
<i class="fa fa-file-text-o"/> Application Documents
|
|
</div>
|
|
<div class="fc-document-tiles">
|
|
<!-- Original ADP Application Tile -->
|
|
<div class="fc-document-tile">
|
|
<div class="fc-tile-preview">
|
|
<button name="action_open_original_application" type="object"
|
|
class="btn btn-link p-0 w-100 h-100 d-flex align-items-center justify-content-center border-0"
|
|
invisible="not x_fc_original_application"
|
|
title="Click to preview">
|
|
<i class="fa fa-file-pdf-o fc-pdf-icon"/>
|
|
</button>
|
|
<i class="fa fa-plus-circle fc-empty-icon" invisible="x_fc_original_application"/>
|
|
</div>
|
|
<div class="fc-tile-info">
|
|
<div class="fc-tile-label">Original ADP Application</div>
|
|
<div class="fc-tile-filename" invisible="not x_fc_original_application">
|
|
<field name="x_fc_original_application_filename" nolabel="1" class="text-truncate"/>
|
|
</div>
|
|
<div class="fc-tile-empty-text" invisible="x_fc_original_application">No file uploaded</div>
|
|
</div>
|
|
<div class="fc-tile-actions">
|
|
<field name="x_fc_original_application" filename="x_fc_original_application_filename"
|
|
widget="binary" nolabel="1" class="fc-tile-upload-field"
|
|
required="x_fc_is_adp_sale and x_fc_adp_application_status not in ('quotation', 'assessment_scheduled', 'assessment_completed', 'waiting_for_application', 'application_received')"
|
|
readonly="x_fc_case_locked"/>
|
|
</div>
|
|
</div>
|
|
|
|
<!-- Signed Pages 11 & 12 Tile -->
|
|
<div class="fc-document-tile">
|
|
<div class="fc-tile-preview">
|
|
<button name="action_open_signed_pages" type="object"
|
|
class="btn btn-link p-0 w-100 h-100 d-flex align-items-center justify-content-center border-0"
|
|
invisible="not x_fc_signed_pages_11_12"
|
|
title="Click to preview">
|
|
<i class="fa fa-file-pdf-o fc-pdf-icon"/>
|
|
</button>
|
|
<i class="fa fa-plus-circle fc-empty-icon" invisible="x_fc_signed_pages_11_12"/>
|
|
</div>
|
|
<div class="fc-tile-info">
|
|
<div class="fc-tile-label">Signed Pages 11 & 12</div>
|
|
<div class="fc-tile-filename" invisible="not x_fc_signed_pages_11_12">
|
|
<field name="x_fc_signed_pages_filename" nolabel="1" class="text-truncate"/>
|
|
</div>
|
|
<div class="fc-tile-empty-text" invisible="x_fc_signed_pages_11_12">No file uploaded</div>
|
|
</div>
|
|
<div class="fc-tile-actions">
|
|
<field name="x_fc_signed_pages_11_12" filename="x_fc_signed_pages_filename"
|
|
widget="binary" nolabel="1" class="fc-tile-upload-field"
|
|
required="x_fc_is_adp_sale and x_fc_adp_application_status not in ('quotation', 'assessment_scheduled', 'assessment_completed', 'waiting_for_application', 'application_received')"
|
|
readonly="x_fc_case_locked"/>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
|
|
<!-- Column 2: Submission Documents -->
|
|
<div class="col-md-4"
|
|
invisible="x_fc_adp_application_status == 'application_received'">
|
|
<div class="fc-doc-section h-100">
|
|
<div class="fc-doc-section-header">
|
|
<i class="fa fa-paper-plane-o"/> Submission Documents
|
|
</div>
|
|
<div class="fc-document-tiles">
|
|
<!-- Final Submitted Application Tile -->
|
|
<div class="fc-document-tile">
|
|
<div class="fc-tile-preview">
|
|
<button name="action_open_final_application" type="object"
|
|
class="btn btn-link p-0 w-100 h-100 d-flex align-items-center justify-content-center border-0"
|
|
invisible="not x_fc_final_submitted_application"
|
|
title="Click to preview">
|
|
<i class="fa fa-file-pdf-o fc-pdf-icon"/>
|
|
</button>
|
|
<i class="fa fa-plus-circle fc-empty-icon" invisible="x_fc_final_submitted_application"/>
|
|
</div>
|
|
<div class="fc-tile-info">
|
|
<div class="fc-tile-label">Final Application</div>
|
|
<div class="fc-tile-filename" invisible="not x_fc_final_submitted_application">
|
|
<field name="x_fc_final_application_filename" nolabel="1" class="text-truncate"/>
|
|
</div>
|
|
<div class="fc-tile-empty-text" invisible="x_fc_final_submitted_application">No file uploaded</div>
|
|
</div>
|
|
<div class="fc-tile-actions">
|
|
<field name="x_fc_final_submitted_application" filename="x_fc_final_application_filename"
|
|
widget="binary" nolabel="1" class="fc-tile-upload-field"
|
|
readonly="x_fc_case_locked"/>
|
|
</div>
|
|
</div>
|
|
|
|
<!-- XML File Tile -->
|
|
<div class="fc-document-tile">
|
|
<div class="fc-tile-preview">
|
|
<button name="action_open_xml_file" type="object"
|
|
class="btn btn-link p-0 w-100 h-100 d-flex align-items-center justify-content-center border-0"
|
|
invisible="not x_fc_xml_file"
|
|
title="Click to download">
|
|
<i class="fa fa-file-code-o fc-xml-icon"/>
|
|
</button>
|
|
<i class="fa fa-plus-circle fc-empty-icon" invisible="x_fc_xml_file"/>
|
|
</div>
|
|
<div class="fc-tile-info">
|
|
<div class="fc-tile-label">XML File</div>
|
|
<div class="fc-tile-filename" invisible="not x_fc_xml_file">
|
|
<field name="x_fc_xml_filename" nolabel="1" class="text-truncate"/>
|
|
</div>
|
|
<div class="fc-tile-empty-text" invisible="x_fc_xml_file">No file uploaded</div>
|
|
</div>
|
|
<div class="fc-tile-actions">
|
|
<field name="x_fc_xml_file" filename="x_fc_xml_filename"
|
|
widget="binary" nolabel="1" class="fc-tile-upload-field"
|
|
readonly="x_fc_case_locked"/>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
|
|
<!-- Column 3: Approval Documents -->
|
|
<div class="col-md-4"
|
|
invisible="x_fc_adp_application_status not in ('approved', 'approved_deduction', 'ready_bill', 'billed', 'payment_received', 'case_closed')">
|
|
<div class="fc-doc-section h-100">
|
|
<div class="fc-doc-section-header">
|
|
<i class="fa fa-check-circle"/> Approval Documents
|
|
</div>
|
|
<div class="fc-document-tiles">
|
|
<!-- Approval Letter Tile -->
|
|
<div class="fc-document-tile">
|
|
<div class="fc-tile-preview">
|
|
<button name="action_open_approval_letter" type="object"
|
|
class="btn btn-link p-0 w-100 h-100 d-flex align-items-center justify-content-center border-0"
|
|
invisible="not x_fc_approval_letter"
|
|
title="Click to preview">
|
|
<i class="fa fa-file-pdf-o fc-pdf-icon"/>
|
|
</button>
|
|
<i class="fa fa-plus-circle fc-empty-icon" invisible="x_fc_approval_letter"/>
|
|
</div>
|
|
<div class="fc-tile-info">
|
|
<div class="fc-tile-label">ADP Approval Letter</div>
|
|
<div class="fc-tile-filename" invisible="not x_fc_approval_letter">
|
|
<field name="x_fc_approval_letter_filename" nolabel="1" class="text-truncate"/>
|
|
</div>
|
|
<div class="fc-tile-empty-text" invisible="x_fc_approval_letter">No file uploaded</div>
|
|
</div>
|
|
<div class="fc-tile-actions">
|
|
<field name="x_fc_approval_letter" filename="x_fc_approval_letter_filename"
|
|
widget="binary" nolabel="1" class="fc-tile-upload-field"
|
|
readonly="x_fc_case_locked"/>
|
|
</div>
|
|
</div>
|
|
|
|
<!-- Approval Screenshots Gallery -->
|
|
<field name="x_fc_approval_photo_count" invisible="1"/>
|
|
<div class="fc-gallery-section">
|
|
<div class="fc-gallery-header d-flex justify-content-between align-items-center mb-2">
|
|
<span class="fc-tile-label">Approval Screenshots</span>
|
|
<div class="d-flex align-items-center gap-2">
|
|
<button name="action_view_approval_photos" type="object"
|
|
class="btn btn-sm btn-outline-success"
|
|
invisible="x_fc_approval_photo_count == 0"
|
|
title="View in Gallery">
|
|
<i class="fa fa-eye me-1"/> View
|
|
</button>
|
|
<span class="badge bg-secondary" invisible="x_fc_approval_photo_count == 0">
|
|
<field name="x_fc_approval_photo_count" nolabel="1"/> files
|
|
</span>
|
|
</div>
|
|
</div>
|
|
<div class="fc-gallery-content">
|
|
<field name="x_fc_approval_photo_ids"
|
|
widget="many2many_binary"
|
|
string="Add Screenshots"
|
|
nolabel="1"
|
|
readonly="x_fc_case_locked"
|
|
class="fc-gallery-upload"/>
|
|
</div>
|
|
<div class="fc-gallery-empty text-muted text-center py-3"
|
|
invisible="x_fc_approval_photo_count > 0">
|
|
<i class="fa fa-image fa-2x mb-2 d-block opacity-50"/>
|
|
<small>No screenshots uploaded</small>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
|
|
<!-- ========================================================= -->
|
|
<!-- Row 2: Delivery Documents (separate row for clarity) -->
|
|
<!-- ========================================================= -->
|
|
<div class="row mt-3"
|
|
invisible="x_fc_adp_application_status not in ('approved', 'approved_deduction', 'ready_bill', 'billed', 'payment_received', 'case_closed')">
|
|
<!-- Column: Delivery Documents -->
|
|
<div class="col-md-4">
|
|
<div class="fc-doc-section h-100">
|
|
<div class="fc-doc-section-header">
|
|
<i class="fa fa-truck"/> Delivery Documents
|
|
</div>
|
|
<div class="fc-document-tiles">
|
|
<!-- Proof of Delivery Tile -->
|
|
<div class="fc-document-tile">
|
|
<div class="fc-tile-preview">
|
|
<button name="action_open_proof_of_delivery" type="object"
|
|
class="btn btn-link p-0 w-100 h-100 d-flex align-items-center justify-content-center border-0"
|
|
invisible="not x_fc_proof_of_delivery"
|
|
title="Click to preview">
|
|
<i class="fa fa-file-pdf-o fc-pdf-icon"/>
|
|
</button>
|
|
<i class="fa fa-plus-circle fc-empty-icon" invisible="x_fc_proof_of_delivery"/>
|
|
</div>
|
|
<div class="fc-tile-info">
|
|
<div class="fc-tile-label">Proof of Delivery</div>
|
|
<div class="fc-tile-filename" invisible="not x_fc_proof_of_delivery">
|
|
<field name="x_fc_proof_of_delivery_filename" nolabel="1" class="text-truncate"/>
|
|
</div>
|
|
<div class="fc-tile-empty-text" invisible="x_fc_proof_of_delivery">No file uploaded</div>
|
|
</div>
|
|
<div class="fc-tile-actions">
|
|
<field name="x_fc_proof_of_delivery" filename="x_fc_proof_of_delivery_filename"
|
|
widget="binary" nolabel="1" class="fc-tile-upload-field"
|
|
required="x_fc_is_adp_sale and x_fc_adp_application_status in ('ready_bill', 'billed', 'payment_received', 'case_closed')"
|
|
readonly="x_fc_case_locked"/>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
|
|
</page>
|
|
</xpath>
|
|
</field>
|
|
</record>
|
|
|
|
<!-- ===================================================================== -->
|
|
<!-- SALE ORDER FORM: ADP Summary Tab -->
|
|
<!-- ===================================================================== -->
|
|
<record id="view_order_form_fusion_claims" model="ir.ui.view">
|
|
<field name="name">sale.order.form.fusion.central</field>
|
|
<field name="model">sale.order</field>
|
|
<field name="inherit_id" ref="sale.view_order_form"/>
|
|
<field name="priority">60</field>
|
|
<field name="arch" type="xml">
|
|
<!-- Add ADP Summary tab in notebook -->
|
|
<xpath expr="//notebook" position="inside">
|
|
<!-- Use computed x_fc_is_adp_sale which checks BOTH Studio and module fields -->
|
|
<page string="ADP Summary" name="adp_summary"
|
|
invisible="not x_fc_is_adp_sale">
|
|
|
|
<!-- DEVICE APPROVAL STATUS - AT TOP for easy visibility -->
|
|
<field name="x_fc_has_unapproved_devices" invisible="1"/>
|
|
<field name="x_fc_device_verification_complete" invisible="1"/>
|
|
<field name="x_fc_approved_device_count" invisible="1"/>
|
|
<field name="x_fc_total_device_count" invisible="1"/>
|
|
|
|
<!-- Show when verification NOT yet complete -->
|
|
<div class="alert alert-info mb-3" role="alert" invisible="x_fc_device_verification_complete or x_fc_total_device_count == 0">
|
|
<strong><i class="fa fa-info-circle"/> Device Verification Required</strong>
|
|
<p class="mb-2">
|
|
Click the button below to verify which devices were approved by ADP.
|
|
<br/><strong>This must be completed before creating invoices.</strong>
|
|
</p>
|
|
<button name="action_open_device_approval_wizard" type="object"
|
|
string="Verify Device Approval" class="btn-info"
|
|
icon="fa-check-square-o"/>
|
|
</div>
|
|
|
|
<!-- Show when verification complete but some items NOT approved -->
|
|
<div class="alert alert-warning mb-3" role="alert" invisible="not x_fc_device_verification_complete or not x_fc_has_unapproved_devices">
|
|
<strong><i class="fa fa-exclamation-triangle"/> Some Devices NOT Approved by ADP</strong>
|
|
<p class="mb-2">
|
|
<field name="x_fc_approved_device_count" readonly="1" class="oe_inline"/> of
|
|
<field name="x_fc_total_device_count" readonly="1" class="oe_inline"/> devices approved.
|
|
<br/>Unapproved devices will be billed to the client at 100% and excluded from the ADP invoice.
|
|
</p>
|
|
<button name="action_open_device_approval_wizard" type="object"
|
|
string="Review Approvals" class="btn-warning"
|
|
icon="fa-check-square-o"/>
|
|
</div>
|
|
|
|
<!-- Show success when all verified and approved -->
|
|
<div class="alert alert-success mb-3" role="alert" invisible="not x_fc_device_verification_complete or x_fc_has_unapproved_devices or x_fc_total_device_count == 0">
|
|
<strong><i class="fa fa-check-circle"/> All Devices Approved</strong>
|
|
<p class="mb-0">
|
|
All <field name="x_fc_total_device_count" readonly="1" class="oe_inline"/> devices have been verified as approved by ADP.
|
|
</p>
|
|
</div>
|
|
|
|
<!-- SPLIT INVOICING -->
|
|
<div class="alert alert-success mb-3" role="alert">
|
|
<strong>Split Invoicing:</strong>
|
|
<p class="mb-2">Create separate invoices for client and ADP portions.</p>
|
|
|
|
<!-- Hidden fields for invoice status tracking -->
|
|
<field name="x_fc_has_client_invoice" invisible="1"/>
|
|
<field name="x_fc_has_adp_invoice" invisible="1"/>
|
|
<field name="x_fc_client_type" invisible="1"/>
|
|
|
|
<!-- Invoice status indicators -->
|
|
<div class="mb-2">
|
|
<span class="badge bg-success me-2" invisible="not x_fc_has_client_invoice">
|
|
✓ Client Invoice Created
|
|
</span>
|
|
<span class="badge bg-secondary me-2" invisible="x_fc_has_client_invoice or x_fc_client_type != 'REG'">
|
|
○ Client Invoice Pending
|
|
</span>
|
|
<span class="badge bg-success me-2" invisible="not x_fc_has_adp_invoice">
|
|
✓ ADP Invoice Created
|
|
</span>
|
|
<span class="badge bg-secondary" invisible="x_fc_has_adp_invoice">
|
|
○ ADP Invoice Pending
|
|
</span>
|
|
</div>
|
|
|
|
<div>
|
|
<!-- REG Client: Show 25% button if not created -->
|
|
<button name="action_create_client_invoice" type="object"
|
|
string="Create Client Invoice (25%)" class="btn-primary me-2"
|
|
invisible="x_fc_client_type != 'REG' or x_fc_has_client_invoice"
|
|
confirm="Create a 25% client invoice for this order?"/>
|
|
|
|
<!-- REG Client: Show 75% button if not created -->
|
|
<button name="action_create_adp_invoice" type="object"
|
|
string="Create ADP Invoice (75%)" class="btn-warning me-2"
|
|
invisible="x_fc_client_type != 'REG' or x_fc_has_adp_invoice"
|
|
confirm="Create a 75% ADP invoice for this order?"/>
|
|
|
|
<!-- Non-REG Client: Show 100% button if not created -->
|
|
<button name="action_create_adp_invoice" type="object"
|
|
string="Create ADP Invoice (100%)" class="btn-warning"
|
|
invisible="x_fc_client_type == 'REG' or x_fc_has_adp_invoice"
|
|
confirm="Create a 100% ADP invoice for this order?"/>
|
|
|
|
<!-- All done message -->
|
|
<span class="text-success fw-bold"
|
|
invisible="not x_fc_has_adp_invoice or (x_fc_client_type == 'REG' and not x_fc_has_client_invoice)">
|
|
✓ All invoices created!
|
|
</span>
|
|
</div>
|
|
</div>
|
|
|
|
<!-- SYNC TO INVOICES - Shows when there are invoices to sync -->
|
|
<div class="alert alert-secondary mb-3" role="alert"
|
|
invisible="not x_fc_has_adp_invoice and not x_fc_has_client_invoice">
|
|
<div class="d-flex align-items-center justify-content-between">
|
|
<div>
|
|
<strong><i class="fa fa-refresh"/> Sync ADP Fields</strong>
|
|
<p class="mb-0 small text-muted">
|
|
Push claim number, client references, dates, and serial numbers from this order to linked invoices.
|
|
</p>
|
|
</div>
|
|
<button name="action_sync_adp_fields" type="object"
|
|
string="Sync to Invoices" class="btn btn-secondary btn-sm ms-3"
|
|
icon="fa-refresh"/>
|
|
</div>
|
|
</div>
|
|
|
|
<!-- DEDUCTION ALERT - Only show when there are deductions -->
|
|
<field name="x_fc_has_deductions" invisible="1"/>
|
|
<field name="x_fc_total_deduction_amount" invisible="1"/>
|
|
|
|
<div class="alert alert-warning mb-3" role="alert" invisible="not x_fc_has_deductions">
|
|
<strong><i class="fa fa-minus-circle"/> Deductions Applied</strong>
|
|
<p class="mb-0">
|
|
ADP deductions have been applied to this order.
|
|
Total deduction impact: <strong><field name="x_fc_total_deduction_amount" widget="monetary" class="oe_inline"/></strong>
|
|
- This amount will be the client's responsibility.
|
|
</p>
|
|
</div>
|
|
|
|
<group>
|
|
<group string="ADP Portion Breakdown">
|
|
<field name="x_fc_adp_portion_total" string="Total ADP Portion" widget="monetary"/>
|
|
<field name="x_fc_client_portion_total" string="Total Client Portion" widget="monetary"/>
|
|
</group>
|
|
<group string="Order Information">
|
|
<!-- Hidden - using Studio fields instead -->
|
|
<field name="x_fc_sale_type" invisible="1"/>
|
|
</group>
|
|
</group>
|
|
|
|
<!-- Product lines list - with conditional deduction columns -->
|
|
<field name="x_fc_product_lines" mode="list" readonly="1" nolabel="1" class="w-100"
|
|
context="{'show_deductions': x_fc_has_deductions}">
|
|
<list string="Line Details" create="0" delete="0" limit="50"
|
|
decoration-success="x_fc_adp_approved"
|
|
decoration-danger="not x_fc_adp_approved and x_fc_adp_device_type"
|
|
decoration-warning="x_fc_deduction_type and x_fc_deduction_type != 'none'">
|
|
<field name="x_fc_adp_approved" string="✓" widget="boolean" width="40px"
|
|
help="Device approved by ADP"/>
|
|
<field name="name" string="Description" class="text-wrap"/>
|
|
<field name="x_fc_adp_device_type" string="Device Type" optional="show" width="150px"/>
|
|
<field name="x_fc_serial_number" string="S/N" optional="show" width="90px"/>
|
|
<field name="product_uom_qty" string="Qty" width="60px"/>
|
|
<field name="price_unit" string="Unit $" width="100px"/>
|
|
<field name="x_fc_deduction_type" string="Ded." width="70px"
|
|
column_invisible="not parent.x_fc_has_deductions"/>
|
|
<field name="x_fc_deduction_value" string="Ded.$" width="80px"
|
|
column_invisible="not parent.x_fc_has_deductions"/>
|
|
<field name="x_fc_adp_portion" string="ADP $" width="100px"/>
|
|
<field name="x_fc_client_portion" string="Client $" width="100px"/>
|
|
<field name="price_subtotal" string="Total" width="100px"/>
|
|
<field name="x_fc_device_placement" string="Plcmt" optional="hide" width="70px"/>
|
|
</list>
|
|
</field>
|
|
<div class="alert alert-info" role="alert">
|
|
<strong>Calculation Rules:</strong>
|
|
<ul>
|
|
<li><strong>REG Client:</strong> ADP Portion = 75%, Client Portion = 25%</li>
|
|
<li><strong>ODS/OWP/ACS/LTC/SEN/CCA:</strong> ADP Portion = 100%, Client Portion = 0%</li>
|
|
<li><strong>PCT Deduction:</strong> ADP pays X% of their normal portion</li>
|
|
<li><strong>AMT Deduction:</strong> Fixed $ amount deducted from ADP portion</li>
|
|
</ul>
|
|
<div class="mt-3">
|
|
<button name="action_recalculate_adp_portions" type="object"
|
|
string="Recalculate Portions" class="btn-secondary me-2"
|
|
help="Manually recalculate ADP and Client portions"/>
|
|
</div>
|
|
</div>
|
|
</page>
|
|
|
|
<!-- ============================================================= -->
|
|
<!-- ADP ORDER TRAIL TAB - Audit Trail & Case Lock -->
|
|
<!-- ============================================================= -->
|
|
<page string="ADP Order Trail" name="adp_order_trail"
|
|
invisible="not x_fc_is_adp_sale">
|
|
|
|
<!-- Hidden fields for trail computation -->
|
|
<field name="x_fc_trail_has_assessment_dates" invisible="1"/>
|
|
<field name="x_fc_trail_has_authorization" invisible="1"/>
|
|
<field name="x_fc_trail_has_original_app" invisible="1"/>
|
|
<field name="x_fc_trail_has_signed_pages" invisible="1"/>
|
|
<field name="x_fc_trail_has_final_app" invisible="1"/>
|
|
<field name="x_fc_trail_has_xml" invisible="1"/>
|
|
<field name="x_fc_trail_has_approval_letter" invisible="1"/>
|
|
<field name="x_fc_trail_has_pod" invisible="1"/>
|
|
<field name="x_fc_trail_has_vendor_bills" invisible="1"/>
|
|
<field name="x_fc_trail_invoices_posted" invisible="1"/>
|
|
|
|
<!-- Case Lock Control -->
|
|
<div class="row mb-4">
|
|
<div class="col-12">
|
|
<div class="alert alert-danger d-flex align-items-center justify-content-between mb-0">
|
|
<div class="d-flex align-items-center">
|
|
<i class="fa fa-lock fa-2x me-3"/>
|
|
<div>
|
|
<strong>Case Lock</strong>
|
|
<p class="mb-0 small">When locked, all ADP fields become read-only</p>
|
|
</div>
|
|
</div>
|
|
<field name="x_fc_case_locked" widget="boolean_toggle"/>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
|
|
<!-- Order Trail Checklist -->
|
|
<div class="row">
|
|
<div class="col-md-6">
|
|
<div class="card mb-3">
|
|
<div class="card-header">
|
|
<h5 class="mb-0"><i class="fa fa-list-alt"/> Workflow Checklist</h5>
|
|
</div>
|
|
<div class="card-body p-0">
|
|
<table class="table table-striped mb-0">
|
|
<tbody>
|
|
<tr>
|
|
<td style="width: 40px; text-align: center;">
|
|
<i class="fa fa-check-circle text-success" invisible="not x_fc_trail_has_assessment_dates"/>
|
|
<i class="fa fa-circle-o text-muted" invisible="x_fc_trail_has_assessment_dates"/>
|
|
</td>
|
|
<td>Assessment Dates Set</td>
|
|
</tr>
|
|
<tr>
|
|
<td style="text-align: center;">
|
|
<i class="fa fa-check-circle text-success" invisible="not x_fc_trail_has_authorization"/>
|
|
<i class="fa fa-circle-o text-muted" invisible="x_fc_trail_has_authorization"/>
|
|
</td>
|
|
<td>Authorization Date Set</td>
|
|
</tr>
|
|
<tr>
|
|
<td style="text-align: center;">
|
|
<i class="fa fa-check-circle text-success" invisible="not x_fc_trail_has_original_app"/>
|
|
<i class="fa fa-circle-o text-muted" invisible="x_fc_trail_has_original_app"/>
|
|
</td>
|
|
<td>Original Application Uploaded</td>
|
|
</tr>
|
|
<tr>
|
|
<td style="text-align: center;">
|
|
<i class="fa fa-check-circle text-success" invisible="not x_fc_trail_has_signed_pages"/>
|
|
<i class="fa fa-circle-o text-muted" invisible="x_fc_trail_has_signed_pages"/>
|
|
</td>
|
|
<td>Signed Pages 11 & 12 Uploaded</td>
|
|
</tr>
|
|
<tr>
|
|
<td style="text-align: center;">
|
|
<i class="fa fa-check-circle text-success" invisible="not x_fc_submission_verified"/>
|
|
<i class="fa fa-circle-o text-muted" invisible="x_fc_submission_verified"/>
|
|
</td>
|
|
<td>Submission Verified</td>
|
|
</tr>
|
|
</tbody>
|
|
</table>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
<div class="col-md-6">
|
|
<div class="card mb-3">
|
|
<div class="card-header">
|
|
<h5 class="mb-0"><i class="fa fa-file-text-o"/> Documents Checklist</h5>
|
|
</div>
|
|
<div class="card-body p-0">
|
|
<table class="table table-striped mb-0">
|
|
<tbody>
|
|
<tr>
|
|
<td style="width: 40px; text-align: center;">
|
|
<i class="fa fa-check-circle text-success" invisible="not x_fc_trail_has_final_app"/>
|
|
<i class="fa fa-circle-o text-muted" invisible="x_fc_trail_has_final_app"/>
|
|
</td>
|
|
<td>Final Application Uploaded</td>
|
|
</tr>
|
|
<tr>
|
|
<td style="text-align: center;">
|
|
<i class="fa fa-check-circle text-success" invisible="not x_fc_trail_has_xml"/>
|
|
<i class="fa fa-circle-o text-muted" invisible="x_fc_trail_has_xml"/>
|
|
</td>
|
|
<td>XML File Uploaded</td>
|
|
</tr>
|
|
<tr>
|
|
<td style="text-align: center;">
|
|
<i class="fa fa-check-circle text-success" invisible="not x_fc_trail_has_approval_letter"/>
|
|
<i class="fa fa-circle-o text-muted" invisible="x_fc_trail_has_approval_letter"/>
|
|
</td>
|
|
<td>Approval Letter Uploaded</td>
|
|
</tr>
|
|
<tr>
|
|
<td style="text-align: center;">
|
|
<i class="fa fa-check-circle text-success" invisible="not x_fc_trail_has_pod"/>
|
|
<i class="fa fa-circle-o text-muted" invisible="x_fc_trail_has_pod"/>
|
|
</td>
|
|
<td>Proof of Delivery Uploaded</td>
|
|
</tr>
|
|
<tr>
|
|
<td style="text-align: center;">
|
|
<i class="fa fa-check-circle text-success" invisible="not x_fc_device_verification_complete"/>
|
|
<i class="fa fa-circle-o text-muted" invisible="x_fc_device_verification_complete"/>
|
|
</td>
|
|
<td>Device Verification Complete</td>
|
|
</tr>
|
|
</tbody>
|
|
</table>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
|
|
<!-- Billing & Audit Trail -->
|
|
<div class="row">
|
|
<div class="col-md-6">
|
|
<div class="card mb-3">
|
|
<div class="card-header">
|
|
<h5 class="mb-0"><i class="fa fa-dollar"/> Billing Status</h5>
|
|
</div>
|
|
<div class="card-body p-0">
|
|
<table class="table table-striped mb-0">
|
|
<tbody>
|
|
<tr>
|
|
<td style="width: 40px; text-align: center;">
|
|
<i class="fa fa-check-circle text-success" invisible="not x_fc_trail_invoices_posted"/>
|
|
<i class="fa fa-circle-o text-muted" invisible="x_fc_trail_invoices_posted"/>
|
|
</td>
|
|
<td>Invoices Created & Posted</td>
|
|
</tr>
|
|
<tr>
|
|
<td style="text-align: center;">
|
|
<i class="fa fa-check-circle text-success" invisible="not x_fc_trail_has_vendor_bills"/>
|
|
<i class="fa fa-circle-o text-muted" invisible="x_fc_trail_has_vendor_bills"/>
|
|
</td>
|
|
<td>Vendor Bills Linked</td>
|
|
</tr>
|
|
</tbody>
|
|
</table>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
<div class="col-md-6">
|
|
<div class="card mb-3">
|
|
<div class="card-header">
|
|
<h5 class="mb-0"><i class="fa fa-truck"/> Vendor Bills (Audit Trail)</h5>
|
|
</div>
|
|
<div class="card-body">
|
|
<field name="x_fc_vendor_bill_ids"
|
|
widget="many2many_tags"
|
|
options="{'no_create': True, 'no_quick_create': True}"
|
|
domain="[('move_type', '=', 'in_invoice'), ('state', '=', 'posted')]"
|
|
placeholder="Search and link vendor bills..."
|
|
readonly="x_fc_case_locked"/>
|
|
<div class="text-muted small mt-2">
|
|
<i class="fa fa-info-circle"/> Link vendor invoices/bills to this order for audit purposes.
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
|
|
</page>
|
|
</xpath>
|
|
</field>
|
|
</record>
|
|
|
|
<!-- ===================================================================== -->
|
|
<!-- SALE ORDER LINE: Add ADP Portion and Client Portion columns -->
|
|
<!-- These columns are only visible when x_fc_is_adp_sale is True -->
|
|
<!-- ===================================================================== -->
|
|
<record id="view_order_form_fusion_claims_order_lines" model="ir.ui.view">
|
|
<field name="name">sale.order.form.fusion.central.order.lines</field>
|
|
<field name="model">sale.order</field>
|
|
<field name="inherit_id" ref="sale.view_order_form"/>
|
|
<field name="priority">75</field>
|
|
<field name="arch" type="xml">
|
|
<!-- Hide Description column so Product is the only flex column -->
|
|
<xpath expr="//field[@name='order_line']/list/field[@name='name']" position="attributes">
|
|
<attribute name="optional">hide</attribute>
|
|
</xpath>
|
|
|
|
<!-- Serial Number: after description, always visible -->
|
|
<xpath expr="//field[@name='order_line']/list/field[@name='name']" position="after">
|
|
<field name="x_fc_serial_number" string="S/N" optional="show"/>
|
|
</xpath>
|
|
|
|
<!-- Shorten Qty label -->
|
|
<xpath expr="//field[@name='order_line']/list/field[@name='product_uom_qty']" position="attributes">
|
|
<attribute name="string">Qty</attribute>
|
|
</xpath>
|
|
|
|
<!-- ADP/Client Portion: only visible for ADP and ADP/ODSP -->
|
|
<xpath expr="//field[@name='order_line']/list/field[@name='price_subtotal'][1]" position="after">
|
|
<field name="x_fc_adp_portion" string="ADP $" widget="monetary"
|
|
column_invisible="not parent.x_fc_is_adp_sale"/>
|
|
<field name="x_fc_client_portion" string="Client $" widget="monetary"
|
|
column_invisible="not parent.x_fc_is_adp_sale"/>
|
|
</xpath>
|
|
</field>
|
|
</record>
|
|
|
|
<!-- ===================================================================== -->
|
|
<!-- SALE ORDER FORM: ADP Totals in Summary Footer -->
|
|
<!-- ===================================================================== -->
|
|
<record id="view_order_form_fusion_claims_totals" model="ir.ui.view">
|
|
<field name="name">sale.order.form.fusion.central.totals</field>
|
|
<field name="model">sale.order</field>
|
|
<field name="inherit_id" ref="sale.view_order_form"/>
|
|
<field name="priority">70</field>
|
|
<field name="arch" type="xml">
|
|
<!-- Add ADP totals after the tax_totals field (the totals widget) -->
|
|
<xpath expr="//field[@name='tax_totals']" position="after">
|
|
<field name="x_fc_is_adp_sale" invisible="1"/>
|
|
<div id="fc_adp_totals" invisible="not x_fc_is_adp_sale" class="oe_right mt-2">
|
|
<div class="d-flex justify-content-end">
|
|
<span class="me-2 text-muted">Total ADP Portion:</span>
|
|
<field name="x_fc_adp_portion_total" widget="monetary"/>
|
|
</div>
|
|
<div class="d-flex justify-content-end">
|
|
<span class="me-2 text-muted">Total Client Portion:</span>
|
|
<field name="x_fc_client_portion_total" widget="monetary"/>
|
|
</div>
|
|
</div>
|
|
</xpath>
|
|
</field>
|
|
</record>
|
|
|
|
<!-- ===================================================================== -->
|
|
<!-- SALE ORDER SEARCH: Filters -->
|
|
<!-- ===================================================================== -->
|
|
<record id="view_sales_order_filter_fusion_claims" model="ir.ui.view">
|
|
<field name="name">sale.order.search.fusion.central</field>
|
|
<field name="model">sale.order</field>
|
|
<field name="inherit_id" ref="sale.view_sales_order_filter"/>
|
|
<field name="arch" type="xml">
|
|
<xpath expr="//search" position="inside">
|
|
<separator/>
|
|
<!-- ADP Status Filters (using x_fc_adp_application_status) -->
|
|
<filter string="ADP Sales" name="adp_sales"
|
|
domain="[('x_fc_is_adp_sale', '=', True)]"/>
|
|
<filter string="Quotation Stage" name="quotation_stage"
|
|
domain="[('x_fc_adp_application_status', '=', 'quotation')]"/>
|
|
<filter string="Assessment Scheduled" name="assessment_scheduled"
|
|
domain="[('x_fc_adp_application_status', '=', 'assessment_scheduled')]"/>
|
|
<filter string="Assessment Completed" name="assessment_completed"
|
|
domain="[('x_fc_adp_application_status', '=', 'assessment_completed')]"/>
|
|
<filter string="Waiting for Application" name="waiting_for_application"
|
|
domain="[('x_fc_adp_application_status', '=', 'waiting_for_application')]"/>
|
|
<filter string="Application Received" name="application_received"
|
|
domain="[('x_fc_adp_application_status', '=', 'application_received')]"/>
|
|
<filter string="Ready for Submission" name="ready_submission"
|
|
domain="[('x_fc_adp_application_status', '=', 'ready_submission')]"/>
|
|
<filter string="Application Submitted" name="submitted"
|
|
domain="[('x_fc_adp_application_status', 'in', ['submitted', 'resubmitted'])]"/>
|
|
<filter string="Needs Correction" name="needs_correction"
|
|
domain="[('x_fc_adp_application_status', '=', 'needs_correction')]"/>
|
|
<filter string="Application Approved" name="approved"
|
|
domain="[('x_fc_adp_application_status', 'in', ['approved', 'approved_deduction'])]"/>
|
|
<filter string="Ready for Delivery" name="ready_delivery"
|
|
domain="[('x_fc_adp_application_status', '=', 'ready_delivery')]"/>
|
|
<filter string="Ready for Billing" name="ready_billing"
|
|
domain="[('x_fc_adp_application_status', '=', 'ready_bill')]"/>
|
|
<filter string="Billed to ADP" name="billed"
|
|
domain="[('x_fc_adp_application_status', '=', 'billed')]"/>
|
|
<filter string="Case Closed" name="closed"
|
|
domain="[('x_fc_adp_application_status', '=', 'case_closed')]"/>
|
|
<separator/>
|
|
<!-- Special Status Filters -->
|
|
<filter string="On Hold" name="on_hold"
|
|
domain="[('x_fc_adp_application_status', '=', 'on_hold')]"/>
|
|
<filter string="Withdrawn" name="withdrawn"
|
|
domain="[('x_fc_adp_application_status', '=', 'withdrawn')]"/>
|
|
<filter string="Denied" name="denied"
|
|
domain="[('x_fc_adp_application_status', '=', 'denied')]"/>
|
|
<filter string="Cancelled" name="cancelled"
|
|
domain="[('x_fc_adp_application_status', '=', 'cancelled')]"/>
|
|
<filter string="Expired" name="expired"
|
|
domain="[('x_fc_adp_application_status', '=', 'expired')]"/>
|
|
<separator/>
|
|
<!-- Technician Filters -->
|
|
<filter string="My Deliveries" name="my_deliveries"
|
|
domain="[('x_fc_delivery_technician_ids', 'in', uid)]"
|
|
help="Orders assigned to me for delivery"/>
|
|
<filter string="Early Delivery" name="early_delivery"
|
|
domain="[('x_fc_early_delivery', '=', True)]"/>
|
|
<separator/>
|
|
<!-- Client Type Filters (using x_fc_client_type - module field) -->
|
|
<filter string="REG Clients" name="reg_clients"
|
|
domain="[('x_fc_client_type', '=', 'REG')]"/>
|
|
<filter string="ODS/OWP/ACS" name="full_funding"
|
|
domain="[('x_fc_client_type', 'in', ['ODS', 'OWP', 'ACS'])]"/>
|
|
<separator/>
|
|
<!-- Group By -->
|
|
<filter string="ADP Application Status" name="group_adp_status"
|
|
context="{'group_by': 'x_fc_adp_application_status'}"/>
|
|
<filter string="Client Type" name="group_client_type"
|
|
context="{'group_by': 'x_fc_client_type'}"/>
|
|
<filter string="Authorizer" name="group_authorizer"
|
|
context="{'group_by': 'x_fc_authorizer_id'}"/>
|
|
</xpath>
|
|
</field>
|
|
</record>
|
|
|
|
</odoo>
|