Nexa Admin
431052920e
- fusion_claims: separated field service logic, updated controllers/views - fusion_tasks: updated task views and map integration - fusion_authorizer_portal: added page 11 signing, schedule booking, migrations - fusion_shipping: new standalone shipping module (Canada Post, FedEx, DHL, Purolator) - fusion_ltc_management: new standalone LTC management module
461 lines
28 KiB
XML
461 lines
28 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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<!-- INVOICE FORM: Header Fields -->
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<!-- ===================================================================== -->
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<record id="view_move_form_fusion_claims_header" model="ir.ui.view">
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<field name="name">account.move.form.fusion.central.header</field>
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<field name="model">account.move</field>
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<field name="inherit_id" ref="account.view_move_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 detection flags -->
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<xpath expr="//field[@name='move_type']" position="after">
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<field name="x_fc_is_adp_invoice" 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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</xpath>
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<!-- Add Portion badge at the top (header area) for split invoices -->
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<xpath expr="//div[hasclass('oe_title')]" position="before">
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<div class="float-end" invisible="move_type not in ['out_invoice', 'out_refund'] or x_fc_adp_invoice_portion == 'full'">
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<field name="x_fc_adp_invoice_portion" widget="badge" readonly="1"
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decoration-info="x_fc_adp_invoice_portion == 'client'"
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decoration-warning="x_fc_adp_invoice_portion == 'adp'"/>
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</div>
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</xpath>
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<!-- Add Invoice Type, Authorizer Required?, Authorizer, Client Type after Journal div -->
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<xpath expr="//div[@name='journal_div']" position="after">
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<field name="x_fc_invoice_type" string="Invoice Type"
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invisible="move_type not in ['out_invoice', 'out_refund']"/>
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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="move_type not in ['out_invoice', 'out_refund'] or not x_fc_show_authorizer_question"/>
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<!-- Authorizer - shown based on invoice type and authorizer_required -->
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<field name="x_fc_authorizer_id" string="Authorizer"
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invisible="move_type not in ['out_invoice', 'out_refund'] or not x_fc_show_authorizer"
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options="{'no_create': False, 'no_quick_create': False}"/>
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<field name="x_fc_client_type" string="Client Type"
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invisible="move_type not in ['out_invoice', 'out_refund'] or not x_fc_is_adp_invoice"/>
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</xpath>
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</field>
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</record>
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<!-- ===================================================================== -->
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<!-- INVOICE FORM: Export Button, Sync Button, and Device Verification -->
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<!-- ===================================================================== -->
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<record id="view_move_form_fusion_claims_button" model="ir.ui.view">
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<field name="name">account.move.form.fusion.central.button</field>
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<field name="model">account.move</field>
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<field name="inherit_id" ref="account.view_move_form"/>
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<field name="priority">52</field>
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<field name="arch" type="xml">
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<!-- Add Export and Sync buttons to header -->
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<xpath expr="//button[@name='button_draft']" position="after">
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<field name="x_fc_is_adp_invoice" invisible="1"/>
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<field name="x_fc_needs_device_verification" invisible="1"/>
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<!-- Verify Device Approval button - only on client invoices that need verification -->
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<button name="action_open_device_approval_wizard"
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string="Verify Device Approval"
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type="object"
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class="btn-warning"
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icon="fa-check-square-o"
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invisible="not x_fc_needs_device_verification"
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help="Complete device verification to enable ADP invoice creation"/>
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<button name="action_sync_to_sale_order"
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string="Sync All"
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type="object"
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class="btn-secondary"
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icon="fa-refresh"
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invisible="move_type not in ['out_invoice', 'out_refund'] or not x_fc_is_adp_invoice"
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help="Sync ADP fields from this Invoice to the Sale Order and all linked invoices"/>
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<button name="action_export_adp_claim"
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string="Export ADP"
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type="object"
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class="btn-secondary"
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icon="fa-file-text-o"
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invisible="move_type not in ['out_invoice', 'out_refund'] or state != 'posted' or not x_fc_is_adp_invoice"/>
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</xpath>
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</field>
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</record>
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<!-- ===================================================================== -->
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<!-- INVOICE FORM: ADP Billing Status Statusbar -->
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<!-- ===================================================================== -->
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<record id="view_move_form_fusion_claims_billing_status" model="ir.ui.view">
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<field name="name">account.move.form.fusion.central.billing.status</field>
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<field name="model">account.move</field>
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<field name="inherit_id" ref="account.view_move_form"/>
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<field name="priority">49</field>
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<field name="arch" type="xml">
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<!-- Add ADP Billing Status statusbar after the main header -->
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<xpath expr="//header" position="inside">
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<field name="x_fc_is_adp_invoice" invisible="1"/>
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<field name="x_fc_is_mod_invoice" invisible="1"/>
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<field name="x_fc_adp_billing_status" widget="statusbar" nolabel="1"
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statusbar_visible="waiting,submitted,payment_issued"
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clickable="1"
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invisible="move_type not in ['out_invoice', 'out_refund'] or not x_fc_is_adp_invoice or x_fc_adp_invoice_portion != 'adp'"/>
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<!-- Send to MOD button for March of Dimes invoices -->
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<button name="action_mod_send_invoice" type="object"
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string="Send to Case Worker" class="btn-primary" icon="fa-paper-plane"
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invisible="move_type != 'out_invoice' or not x_fc_is_mod_invoice"
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help="Send this invoice to the March of Dimes case worker"/>
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</xpath>
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</field>
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</record>
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<!-- ===================================================================== -->
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<!-- INVOICE FORM: Device Verification Alert Banner -->
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<!-- ===================================================================== -->
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<record id="view_move_form_fusion_claims_verification_alert" model="ir.ui.view">
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<field name="name">account.move.form.fusion.central.verification.alert</field>
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<field name="model">account.move</field>
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<field name="inherit_id" ref="account.view_move_form"/>
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<field name="priority">51</field>
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<field name="arch" type="xml">
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<!-- Add verification alert banner at the top of the form -->
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<xpath expr="//sheet" position="before">
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<field name="x_fc_needs_device_verification" invisible="1"/>
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<field name="x_fc_adp_invoice_portion" invisible="1"/>
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<!-- Alert for client invoices needing device verification -->
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<div class="alert alert-warning d-flex align-items-center" role="alert"
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invisible="not x_fc_needs_device_verification">
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<i class="fa fa-exclamation-triangle fa-2x me-3" title="Verification Pending"/>
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<div>
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<strong>Device Verification Pending</strong>
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<p class="mb-0">
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ADP funding approval verification is required before creating the ADP invoice.
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Click <strong>Verify Device Approval</strong> to complete verification.
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</p>
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</div>
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</div>
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</xpath>
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</field>
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</record>
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<!-- ===================================================================== -->
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<!-- INVOICE FORM: ADP Case Details Tab -->
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<!-- ===================================================================== -->
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<record id="view_move_form_fusion_claims_adp_tab" model="ir.ui.view">
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<field name="name">account.move.form.fusion.central.adp.tab</field>
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<field name="model">account.move</field>
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<field name="inherit_id" ref="account.view_move_form"/>
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<field name="priority">55</field>
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<field name="arch" type="xml">
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<!-- Add ADP Case Details tab in notebook -->
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<xpath expr="//notebook" position="inside">
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<!-- Use computed x_fc_is_adp_invoice which checks BOTH Studio and module fields -->
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<field name="x_fc_is_adp_invoice" invisible="1"/>
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<page string="ADP Case Details" name="adp_case_details"
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invisible="move_type not in ['out_invoice', 'out_refund'] or not x_fc_is_adp_invoice">
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<group>
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<group string="Claim Information">
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<field name="x_fc_claim_number"/>
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<field name="x_fc_client_ref_1"/>
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<field name="x_fc_client_ref_2"/>
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</group>
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<group string="Dates">
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<field name="x_fc_adp_delivery_date"/>
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<field name="x_fc_service_start_date"/>
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<field name="x_fc_service_end_date"/>
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</group>
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</group>
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<group>
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<group string="Export Status">
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<field name="adp_exported" readonly="1"/>
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<field name="adp_export_date" readonly="1" invisible="not adp_exported"/>
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<field name="adp_export_count" readonly="1" invisible="not adp_exported"/>
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</group>
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</group>
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<group invisible="x_fc_adp_invoice_portion != 'adp'">
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<group string="ADP Billing Status">
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<field name="x_fc_adp_billing_status"/>
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</group>
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</group>
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</page>
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</xpath>
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</field>
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</record>
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<!-- ===================================================================== -->
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<!-- INVOICE FORM: ADP Summary Tab -->
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<!-- ===================================================================== -->
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<record id="view_move_form_fusion_claims_tab" model="ir.ui.view">
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<field name="name">account.move.form.fusion.central.tab</field>
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<field name="model">account.move</field>
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<field name="inherit_id" ref="account.view_move_form"/>
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<field name="priority">60</field>
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<field name="arch" type="xml">
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<!-- Add ADP Summary tab in notebook -->
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<xpath expr="//notebook" position="inside">
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<!-- Use computed x_fc_is_adp_invoice which checks BOTH Studio and module fields -->
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<page string="ADP Summary" name="adp_summary"
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invisible="move_type not in ['out_invoice', 'out_refund'] or not x_fc_is_adp_invoice">
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<!-- DEDUCTION ALERT - Only show when there are deductions -->
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<field name="x_fc_has_deductions" invisible="1"/>
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<field name="x_fc_total_deduction_amount" invisible="1"/>
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<div class="alert alert-warning mb-3" role="alert" invisible="not x_fc_has_deductions">
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<strong><i class="fa fa-minus-circle"/> Deductions Applied</strong>
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<p class="mb-0">
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ADP deductions have been applied to this invoice.
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Total deduction impact: <strong><field name="x_fc_total_deduction_amount" widget="monetary" class="oe_inline"/></strong>
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</p>
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</div>
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<group>
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<group string="ADP Portion Breakdown">
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<field name="x_fc_adp_portion_total" string="Total ADP Portion" widget="monetary"/>
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<field name="x_fc_client_portion_total" string="Total Client Portion" widget="monetary"/>
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</group>
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<group string="Invoice Information">
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<field name="x_fc_invoice_type" string="Invoice Type" readonly="1"/>
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<field name="x_fc_client_type" string="Client Type" readonly="1"/>
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</group>
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</group>
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<!-- Invoice line details for ADP Summary - filtered product lines with conditional deduction columns -->
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<field name="x_fc_product_lines" mode="list" readonly="1" nolabel="1" class="w-100"
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context="{'show_deductions': x_fc_has_deductions}">
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<list string="Line Details" create="0" delete="0" limit="50"
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decoration-success="x_fc_adp_approved"
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decoration-danger="not x_fc_adp_approved and x_fc_adp_device_type"
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decoration-warning="x_fc_deduction_type and x_fc_deduction_type != 'none'">
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<field name="x_fc_adp_approved" string="✓" widget="boolean" width="40px"
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help="Device approved by ADP"/>
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<field name="name" string="Description" class="text-wrap"/>
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<field name="x_fc_adp_device_type" string="Device Type" optional="show" width="150px"/>
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<field name="x_fc_serial_number" string="S/N" optional="show" width="90px"/>
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<field name="quantity" string="Qty" width="60px"/>
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<field name="price_unit" string="Unit $" width="100px"/>
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<field name="x_fc_deduction_type" string="Ded." width="70px"
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column_invisible="not parent.x_fc_has_deductions"/>
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<field name="x_fc_deduction_value" string="Ded.$" width="80px"
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column_invisible="not parent.x_fc_has_deductions"/>
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<field name="x_fc_adp_portion" string="ADP $" width="100px"/>
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<field name="x_fc_client_portion" string="Client $" width="100px"/>
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<field name="price_subtotal" string="Total" width="100px"/>
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<field name="x_fc_device_placement" string="Plcmt" optional="hide" width="70px"/>
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</list>
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</field>
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<div class="alert alert-info" role="alert">
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<strong>Calculation Rules:</strong>
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<ul>
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<li><strong>REG Client:</strong> ADP Portion = 75%, Client Portion = 25%</li>
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<li><strong>ODS/OWP/ACS/LTC/SEN/CCA:</strong> ADP Portion = 100%, Client Portion = 0%</li>
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<li><strong>PCT Deduction:</strong> ADP pays X% of their normal portion</li>
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<li><strong>AMT Deduction:</strong> Fixed $ amount deducted from ADP portion</li>
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</ul>
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<button name="action_recalculate_adp_portions" type="object"
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string="Recalculate Portions" class="btn-primary"
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help="Manually recalculate ADP and Client portions"/>
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</div>
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</page>
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</xpath>
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</field>
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</record>
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<!-- ===================================================================== -->
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<!-- INVOICE LINE: Add S/N, ADP Portion, Client Portion columns -->
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<!-- ===================================================================== -->
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<record id="view_move_form_line_fusion_claims" model="ir.ui.view">
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<field name="name">account.move.form.line.fusion.central</field>
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<field name="model">account.move</field>
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<field name="inherit_id" ref="account.view_move_form"/>
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<field name="priority">65</field>
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<field name="arch" type="xml">
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<!-- Add serial number column right after product name/description - always visible for invoices -->
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<xpath expr="//field[@name='invoice_line_ids']//field[@name='name']" position="after">
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<field name="x_fc_serial_number" string="S/N" width="100px"
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column_invisible="parent.move_type not in ['out_invoice', 'out_refund']"/>
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</xpath>
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<!-- Add ADP Portion and Client Portion columns after taxes - only for ADP invoices -->
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<xpath expr="//field[@name='invoice_line_ids']//field[@name='tax_ids']" position="after">
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<field name="x_fc_adp_portion" string="ADP" widget="monetary" optional="show"
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column_invisible="parent.move_type not in ['out_invoice', 'out_refund'] or not parent.x_fc_is_adp_invoice"/>
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<field name="x_fc_client_portion" string="Client" widget="monetary" optional="show"
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column_invisible="parent.move_type not in ['out_invoice', 'out_refund'] or not parent.x_fc_is_adp_invoice"/>
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</xpath>
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</field>
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</record>
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<!-- ===================================================================== -->
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<!-- INVOICE FORM: ADP Totals in Summary Footer -->
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<!-- ===================================================================== -->
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<record id="view_move_form_fusion_claims_totals" model="ir.ui.view">
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<field name="name">account.move.form.fusion.central.totals</field>
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<field name="model">account.move</field>
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<field name="inherit_id" ref="account.view_move_form"/>
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<field name="priority">70</field>
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<field name="arch" type="xml">
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<!-- Add ADP portion totals inside the subtotal footer group -->
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<xpath expr="//group[hasclass('oe_subtotal_footer')]" position="inside">
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<field name="x_fc_is_adp_invoice" invisible="1"/>
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<field name="x_fc_adp_invoice_portion" invisible="1"/>
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<!-- ADP Portion Breakdown - always show for ADP invoices -->
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<div colspan="2" invisible="move_type not in ['out_invoice', 'out_refund'] or not x_fc_is_adp_invoice">
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<hr class="mt-2 mb-2"/>
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</div>
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<!-- Total ADP Portion (sum of line ADP portions) -->
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<label for="x_fc_adp_portion_total" string="Total ADP Portion:"
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invisible="move_type not in ['out_invoice', 'out_refund'] or not x_fc_is_adp_invoice"/>
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<field name="x_fc_adp_portion_total" widget="monetary" nolabel="1"
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invisible="move_type not in ['out_invoice', 'out_refund'] or not x_fc_is_adp_invoice"/>
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<!-- Total Client Portion (sum of line client portions) -->
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<label for="x_fc_client_portion_total" string="Total Client Portion:"
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invisible="move_type not in ['out_invoice', 'out_refund'] or not x_fc_is_adp_invoice"/>
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<field name="x_fc_client_portion_total" widget="monetary" nolabel="1"
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invisible="move_type not in ['out_invoice', 'out_refund'] or not x_fc_is_adp_invoice"/>
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<!-- Sibling Invoice Totals -->
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<div colspan="2" invisible="move_type not in ['out_invoice', 'out_refund'] or not x_fc_is_adp_invoice or x_fc_adp_invoice_portion == 'full'">
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<hr class="mt-1 mb-1"/>
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</div>
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<!-- On Client invoice (25%), show the ADP invoice total -->
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<label for="x_fc_sibling_adp_total" string="ADP Invoice Total:"
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invisible="move_type not in ['out_invoice', 'out_refund'] or not x_fc_is_adp_invoice or x_fc_adp_invoice_portion != 'client'"/>
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<field name="x_fc_sibling_adp_total" widget="monetary" nolabel="1"
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invisible="move_type not in ['out_invoice', 'out_refund'] or not x_fc_is_adp_invoice or x_fc_adp_invoice_portion != 'client'"/>
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<!-- On ADP invoice (75%), show the Client invoice total -->
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<label for="x_fc_sibling_client_total" string="Client Invoice Total:"
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invisible="move_type not in ['out_invoice', 'out_refund'] or not x_fc_is_adp_invoice or x_fc_adp_invoice_portion != 'adp'"/>
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<field name="x_fc_sibling_client_total" widget="monetary" nolabel="1"
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invisible="move_type not in ['out_invoice', 'out_refund'] or not x_fc_is_adp_invoice or x_fc_adp_invoice_portion != 'adp'"/>
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</xpath>
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</field>
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</record>
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<!-- ===================================================================== -->
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<!-- INVOICE LIST: Custom Columns -->
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<!-- ===================================================================== -->
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<record id="view_out_invoice_tree_fusion_claims" model="ir.ui.view">
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<field name="name">account.move.list.fusion.central</field>
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<field name="model">account.move</field>
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<field name="inherit_id" ref="account.view_invoice_tree"/>
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<field name="priority">80</field>
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<field name="arch" type="xml">
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<xpath expr="//field[@name='amount_untaxed_in_currency_signed']" position="before">
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<field name="x_fc_invoice_type" string="Invoice Type" optional="hide"/>
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<field name="x_fc_client_type" string="Client Type" optional="hide"/>
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<field name="x_fc_claim_number" string="Claim #" optional="hide"/>
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<field name="x_fc_client_ref_1" string="Client Ref 1" optional="hide"/>
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<field name="x_fc_client_ref_2" string="Client Ref 2" optional="hide"/>
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<field name="partner_shipping_id" string="Delivery Address" optional="hide"/>
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<field name="x_fc_adp_invoice_portion" string="Portion" optional="hide" widget="badge"/>
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</xpath>
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</field>
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</record>
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<!-- ===================================================================== -->
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<!-- INVOICE SEARCH: Filters -->
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<!-- ===================================================================== -->
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<record id="view_account_invoice_filter_fusion_claims" model="ir.ui.view">
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<field name="name">account.move.search.fusion.central</field>
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<field name="model">account.move</field>
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<field name="inherit_id" ref="account.view_account_invoice_filter"/>
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<field name="arch" type="xml">
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<xpath expr="//search" position="inside">
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<!-- Search Fields -->
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<field name="partner_shipping_id" string="Delivery Address"/>
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<field name="x_fc_claim_number" string="Claim Number"/>
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<field name="x_fc_client_ref_1" string="Client Reference 1"/>
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<field name="x_fc_client_ref_2" string="Client Reference 2"/>
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<field name="x_fc_invoice_type" string="Invoice Type"/>
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<field name="x_fc_client_type" string="Client Type"/>
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<separator/>
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<!-- Sale Type Filters -->
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<filter string="ADP" name="type_adp"
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domain="[('x_fc_invoice_type', 'in', ['adp', 'adp_odsp'])]"/>
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<filter string="ADP Client" name="type_adp_client"
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domain="[('x_fc_invoice_type', '=', 'adp_client')]"/>
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<filter string="ODSP" name="type_odsp"
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domain="[('x_fc_invoice_type', 'in', ['odsp', 'adp_odsp'])]"/>
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<filter string="MOD" name="type_mod"
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domain="[('x_fc_invoice_type', '=', 'march_of_dimes')]"/>
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<filter string="WSIB" name="type_wsib"
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domain="[('x_fc_invoice_type', '=', 'wsib')]"/>
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<filter string="Insurance" name="type_insurance"
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domain="[('x_fc_invoice_type', '=', 'insurance')]"/>
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<filter string="Direct/Private" name="type_direct_private"
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domain="[('x_fc_invoice_type', '=', 'direct_private')]"/>
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<filter string="Hardship" name="type_hardship"
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domain="[('x_fc_invoice_type', '=', 'hardship')]"/>
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<filter string="Rentals" name="type_rental"
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domain="[('x_fc_invoice_type', '=', 'rental')]"/>
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<filter string="Muscular Dystrophy" name="type_muscular_dystrophy"
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domain="[('x_fc_invoice_type', '=', 'muscular_dystrophy')]"/>
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<filter string="Others" name="type_other"
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domain="[('x_fc_invoice_type', '=', 'other')]"/>
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<filter string="Regular" name="type_regular"
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domain="[('x_fc_invoice_type', '=', 'regular')]"/>
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<separator/>
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<!-- ADP Export Filters -->
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<filter string="ADP Exported" name="adp_exported"
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domain="[('adp_exported', '=', True)]"/>
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<filter string="Not ADP Exported" name="not_adp_exported"
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domain="[('adp_exported', '=', False), ('x_fc_invoice_type', 'in', ['adp', 'adp_odsp']), ('move_type', 'in', ['out_invoice', 'out_refund'])]"/>
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<separator/>
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<!-- Client Type Filters -->
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<filter string="REG Clients" name="reg_clients"
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domain="[('x_fc_client_type', '=', 'REG')]"/>
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<filter string="ODS/OWP/ACS" name="full_funding"
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domain="[('x_fc_client_type', 'in', ['ODS', 'OWP', 'ACS'])]"/>
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<separator/>
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<!-- Invoice Portion Filters -->
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<filter string="Client Invoices (25%)" name="client_invoices"
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domain="[('x_fc_adp_invoice_portion', '=', 'client')]"/>
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<filter string="ADP Invoices (75%)" name="adp_portion_invoices"
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domain="[('x_fc_adp_invoice_portion', '=', 'adp')]"/>
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<separator/>
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<!-- ADP Billing Status Filters -->
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<filter string="Billing: Waiting" name="billing_waiting"
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domain="[('x_fc_adp_billing_status', '=', 'waiting')]"/>
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<filter string="Billing: Submitted" name="billing_submitted"
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domain="[('x_fc_adp_billing_status', '=', 'submitted')]"/>
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<filter string="Billing: Need Correction" name="billing_need_correction"
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domain="[('x_fc_adp_billing_status', '=', 'need_correction')]"/>
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<filter string="Billing: Payment Issued" name="billing_payment_issued"
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domain="[('x_fc_adp_billing_status', '=', 'payment_issued')]"/>
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<separator/>
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<!-- Group By -->
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<filter string="Invoice Type" name="group_invoice_type"
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context="{'group_by': 'x_fc_invoice_type'}"/>
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<filter string="Client Type" name="group_client_type"
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context="{'group_by': 'x_fc_client_type'}"/>
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<filter string="Invoice Portion" name="group_invoice_portion"
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context="{'group_by': 'x_fc_adp_invoice_portion'}"/>
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<filter string="Billing Status" name="group_billing_status"
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context="{'group_by': 'x_fc_adp_billing_status'}"/>
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</xpath>
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</field>
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</record>
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<!-- ===================================================================== -->
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<!-- SERVER ACTION: Bulk Export -->
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<!-- ===================================================================== -->
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<record id="action_adp_export_wizard" model="ir.actions.act_window">
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<field name="name">Export ADP Claims</field>
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<field name="res_model">fusion_claims.export.wizard</field>
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<field name="view_mode">form</field>
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<field name="target">new</field>
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<field name="binding_model_id" ref="account.model_account_move"/>
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<field name="binding_view_types">list</field>
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</record>
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</odoo>
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