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Odoo-Modules/fusion_claims/__manifest__.py
Nexa Agent 35399170b3 fix: ADP portal payment uses client portion instead of full order total 
When customers pay for ADP quotations through the portal, the system
was charging the full order amount (ADP + client portions combined).
Now correctly charges only the client portion (25% for REG clients).

Changes:
- Override _get_prepayment_required_amount() to return client portion
- Override _has_to_be_paid() to skip payment for 100% ADP-funded orders
- Add portal controller to cap payment amount at client portion
- Add portal template showing ADP funding breakdown to customer
2026-03-09 21:11:19 +00:00

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# -*- coding: utf-8 -*-
# Copyright 2024-2025 Nexa Systems Inc.
# License OPL-1 (Odoo Proprietary License v1.0)
# Part of the Fusion Claim Assistant product family.
{
'name': 'Fusion Claims',
'version': '19.0.7.2.0',
'category': 'Sales',
'summary': 'Complete ADP Claims Management with Dashboard, Sales Integration, Billing Automation, and Two-Stage Verification.',
'description': """
Fusion Claims
=============
Part of the Fusion Claim Assistant product family by Nexa Systems Inc.
Fusion Claims is a comprehensive standalone application for managing ADP (Assistive Devices Program)
claims in Odoo. It provides its own sales management views, dashboard, claim workflow management,
automatic calculation of ADP and client portions, and professional PDF reports.
Key Features:
-------------
• Standalone application with its own menu and views
• Dashboard for claims overview and KPIs
• Integrated sales management (custom views separate from standard Sales app)
• Complete ADP claim workflow (Quotation → Ready for Submission → Application Submitted →
Application Approved → Ready to Bill → Billed to ADP → Case Closed)
• Automatic ADP/Client portion calculations with deductions (PCT/AMT)
• Support for multiple client types (REG=75%/25%, ODS/OWP/ACS=100%/0%)
• Split invoicing (Client Invoice + ADP Invoice)
• ADP Device Codes reference from Mobility Manual (JSON/CSV import)
• Device Approval Verification wizard - confirm which devices were approved by ADP
• Approval status tracking on order lines and invoices with visual indicators
• Professional PDF reports in Portrait and Landscape orientations
• ADP claim export to TXT format for billing
• Kanban board for ADP claim status tracking
• Field mapping for existing Odoo Studio fields
• Data persistence - fields survive module uninstall
Sales Management:
-----------------
• Custom quotation and order views with ADP fields
• ADP portion and client portion columns
• Serial number tracking per line item
• Device placement (Left/Right/N/A)
• Client type selection and automatic calculations
Claim Fields:
-------------
• Claim Number, Client Reference 1 & 2
• ADP Delivery Date, Service Start/End Dates
• Authorizer tracking
• Deduction Type (Percentage or Amount)
Report Features:
----------------
• Company logo and multi-store addresses
• Billing and delivery address boxes
• Authorizer and sales rep information
• Per-line ADP portion, client portion, taxes, and totals
• ADP device codes from products
• Serial numbers section
• Customizable payment terms
• Optional refund policy page
Copyright © 2024-2025 Nexa Systems Inc. All rights reserved.
""",
'author': 'Nexa Systems Inc.',
'website': 'https://www.nexasystems.ca',
'maintainer': 'Nexa Systems Inc.',
'support': 'support@nexasystems.ca',
'license': 'OPL-1',
'price': 0.00,
'currency': 'CAD',
'depends': [
'base',
'sale',
'sale_management',
'sale_margin',
'purchase',
'account',
'sales_team',
'stock',
'calendar',
'ai',
'fusion_ringcentral',
'fusion_tasks',
],
'external_dependencies': {
'python': ['pdf2image', 'PIL'],
},
'data': [
'security/security.xml',
'security/ir.model.access.csv',
'data/ir_config_parameter_data.xml',
'data/pdf_template_data.xml',
'data/mail_activity_type_data.xml',
'data/ir_cron_data.xml',
'data/ir_actions_server_data.xml',
'data/stock_location_data.xml',
'data/product_labor_data.xml',
'wizard/status_change_reason_wizard_views.xml',
'views/res_company_views.xml',
'views/res_config_settings_views.xml',
'views/sale_order_views.xml',
'views/sale_portal_templates.xml',
'views/account_move_views.xml',
'views/account_journal_views.xml',
'wizard/adp_export_wizard_views.xml',
'wizard/device_import_wizard_views.xml',
'wizard/device_approval_wizard_views.xml',
'wizard/submission_verification_wizard_views.xml',
'wizard/account_payment_register_views.xml',
'wizard/case_close_verification_wizard_views.xml',
'wizard/schedule_assessment_wizard_views.xml',
'wizard/assessment_completed_wizard_views.xml',
'wizard/application_received_wizard_views.xml',
'wizard/ready_for_submission_wizard_views.xml',
'wizard/ready_to_bill_wizard_views.xml',
'wizard/field_mapping_config_wizard_views.xml',
'wizard/ready_for_delivery_wizard_views.xml',
'wizard/send_to_mod_wizard_views.xml',
'wizard/mod_awaiting_funding_wizard_views.xml',
'wizard/mod_funding_approved_wizard_views.xml',
'wizard/mod_pca_received_wizard_views.xml',
'wizard/odsp_sa_mobility_wizard_views.xml',
'wizard/odsp_discretionary_wizard_views.xml',
'wizard/odsp_submit_to_odsp_wizard_views.xml',
'wizard/odsp_pre_approved_wizard_views.xml',
'wizard/odsp_ready_delivery_wizard_views.xml',
'wizard/ltc_repair_create_so_wizard_views.xml',
'wizard/send_page11_wizard_views.xml',
'views/res_partner_views.xml',
'views/pdf_template_inherit_views.xml',
'views/dashboard_views.xml',
'views/client_profile_views.xml',
'wizard/xml_import_wizard_views.xml',
'views/ltc_facility_views.xml',
'views/ltc_repair_views.xml',
'views/ltc_cleanup_views.xml',
'views/ltc_form_submission_views.xml',
'views/adp_claims_views.xml',
'views/submission_history_views.xml',
'views/fusion_loaner_views.xml',
'views/page11_sign_request_views.xml',
'views/technician_task_views.xml',
'report/report_actions.xml',
'report/report_templates.xml',
'report/sale_report_portrait.xml',
'report/sale_report_landscape.xml',
'report/sale_report_ltc_repair.xml',
'report/invoice_report_portrait.xml',
'report/invoice_report_landscape.xml',
'report/report_proof_of_delivery.xml',
'report/report_proof_of_delivery_standard.xml',
'report/report_proof_of_pickup.xml',
'report/report_approved_items.xml',
'report/report_grab_bar_waiver.xml',
'report/report_accessibility_contract.xml',
'report/report_mod_quotation.xml',
'report/report_mod_invoice.xml',
'data/ltc_data.xml',
'report/report_ltc_nursing_station.xml',
'data/ltc_report_data.xml',
'data/mail_template_data.xml',
'data/ai_agent_data.xml',
],
'assets': {
'web.assets_backend': [
'fusion_claims/static/src/scss/fusion_claims.scss',
'fusion_claims/static/src/js/chatter_resize.js',
'fusion_claims/static/src/js/document_preview.js',
'fusion_claims/static/src/js/preview_button_widget.js',
'fusion_claims/static/src/js/status_selection_filter.js',
'fusion_claims/static/src/js/gallery_preview.js',
'fusion_claims/static/src/js/tax_totals_patch.js',
'fusion_claims/static/src/js/google_address_autocomplete.js',
'fusion_claims/static/src/js/calendar_store_hours.js',
'fusion_claims/static/src/js/attachment_image_compress.js',
'fusion_claims/static/src/js/debug_required_fields.js',
'fusion_claims/static/src/xml/document_preview.xml',
],
},
'images': ['static/description/icon.png'],
'installable': True,
'auto_install': False,
'application': True,
'post_init_hook': '_load_adp_device_codes',
}
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