feat: add Pending status for delivery/technician tasks

- New 'pending' status allows tasks to be created without a schedule, acting as a queue for unscheduled work that gets assigned later - Pending group appears in the Delivery Map sidebar with amber color - Other modules can create tasks in pending state for scheduling - scheduled_date no longer required (null for pending tasks) - New Pending Tasks menu item under Field Service - Pending filter added to search view Co-authored-by: Cursor <cursoragent@cursor.com>
2026-02-24 04:21:05 -05:00
parent 84c009416e
commit 0e1aebe60b
26 changed files with 2735 additions and 9 deletions
--- a/fusion_claims/models/technician_task.py
+++ b/fusion_claims/models/technician_task.py
@@ -169,7 +169,6 @@ class FusionTechnicianTask(models.Model):
    # ------------------------------------------------------------------
    scheduled_date = fields.Date(
        string='Scheduled Date',
-        required=True,
        tracking=True,
        default=fields.Date.context_today,
        index=True,
@@ -265,6 +264,7 @@ class FusionTechnicianTask(models.Model):
    # STATUS
    # ------------------------------------------------------------------
    status = fields.Selection([
+        ('pending', 'Pending'),
        ('scheduled', 'Scheduled'),
        ('en_route', 'En Route'),
        ('in_progress', 'In Progress'),
@@ -851,6 +851,7 @@ class FusionTechnicianTask(models.Model):
    @api.depends('status')
    def _compute_color(self):
        color_map = {
+            'pending': 5,       # purple
            'scheduled': 0,     # grey
            'en_route': 4,      # blue
            'in_progress': 2,   # orange
@@ -2126,7 +2127,7 @@ class FusionTechnicianTask(models.Model):
             'time_start', 'time_start_display', 'time_end_display',
             'status', 'scheduled_date', 'travel_time_minutes',
             'x_fc_sync_client_name', 'x_fc_is_shadow', 'x_fc_sync_source'],
-            order='scheduled_date asc, time_start asc',
+            order='scheduled_date asc NULLS LAST, time_start asc',
            limit=500,
        )
        locations = self.env['fusion.technician.location'].get_latest_locations()
--- a/fusion_claims/static/src/js/fusion_task_map_view.js
+++ b/fusion_claims/static/src/js/fusion_task_map_view.js
@@ -26,6 +26,7 @@ import {

 // ── Constants ───────────────────────────────────────────────────────
 const STATUS_COLORS = {
+    pending: "#f59e0b",
    scheduled: "#3b82f6",
    en_route: "#f59e0b",
    in_progress: "#8b5cf6",
@@ -34,6 +35,7 @@ const STATUS_COLORS = {
    rescheduled: "#f97316",
 };
 const STATUS_LABELS = {
+    pending: "Pending",
    scheduled: "Scheduled",
    en_route: "En Route",
    in_progress: "In Progress",
@@ -42,6 +44,7 @@ const STATUS_LABELS = {
    rescheduled: "Rescheduled",
 };
 const STATUS_ICONS = {
+    pending: "fa-hourglass-half",
    scheduled: "fa-clock-o",
    en_route: "fa-truck",
    in_progress: "fa-wrench",
@@ -51,12 +54,14 @@ const STATUS_ICONS = {
 };

 // Date group keys
+const GROUP_PENDING = "pending";
 const GROUP_YESTERDAY = "yesterday";
 const GROUP_TODAY = "today";
 const GROUP_TOMORROW = "tomorrow";
 const GROUP_THIS_WEEK = "this_week";
 const GROUP_LATER = "later";
 const GROUP_LABELS = {
+    [GROUP_PENDING]: "Pending",
    [GROUP_YESTERDAY]: "Yesterday",
    [GROUP_TODAY]: "Today",
    [GROUP_TOMORROW]: "Tomorrow",
@@ -66,6 +71,7 @@ const GROUP_LABELS = {

 // Pin colours by day group
 const DAY_COLORS = {
+    [GROUP_PENDING]: "#f59e0b",    // Amber
    [GROUP_YESTERDAY]: "#9ca3af",  // Gray
    [GROUP_TODAY]: "#ef4444",      // Red
    [GROUP_TOMORROW]: "#3b82f6",   // Blue
@@ -73,6 +79,7 @@ const DAY_COLORS = {
    [GROUP_LATER]: "#a855f7",      // Purple
 };
 const DAY_ICONS = {
+    [GROUP_PENDING]: "fa-hourglass-half",
    [GROUP_YESTERDAY]: "fa-history",
    [GROUP_TODAY]: "fa-exclamation-circle",
    [GROUP_TOMORROW]: "fa-arrow-right",
@@ -137,9 +144,14 @@ function floatToTime12(flt) {
    return `${h12}:${String(m).padStart(2, "0")} ${ampm}`;
 }

-/** Classify a "YYYY-MM-DD" string into one of our group keys */
+/** Classify a task into one of our group keys based on status and date */
+function classifyTask(task) {
+    if (task.status === "pending") return GROUP_PENDING;
+    return classifyDate(task.scheduled_date);
+}
+
 function classifyDate(dateStr) {
-    if (!dateStr) return GROUP_LATER;
+    if (!dateStr) return GROUP_PENDING;
    const now = new Date();
    const todayStr = localDateStr(now);

@@ -151,7 +163,6 @@ function classifyDate(dateStr) {
    tmr.setDate(tmr.getDate() + 1);
    const tomorrowStr = localDateStr(tmr);

-    // End of this week (Sunday)
    const endOfWeek = new Date(now);
    endOfWeek.setDate(endOfWeek.getDate() + (7 - endOfWeek.getDay()));
    const endOfWeekStr = localDateStr(endOfWeek);
@@ -160,7 +171,7 @@ function classifyDate(dateStr) {
    if (dateStr === todayStr) return GROUP_TODAY;
    if (dateStr === tomorrowStr) return GROUP_TOMORROW;
    if (dateStr <= endOfWeekStr && dateStr > tomorrowStr) return GROUP_THIS_WEEK;
-    if (dateStr < yesterdayStr) return GROUP_YESTERDAY; // older lumped with yesterday
+    if (dateStr < yesterdayStr) return GROUP_YESTERDAY;
    return GROUP_LATER;
 }

@@ -180,7 +191,7 @@ function groupTasks(tasksData, localInstanceId) {
    });

    const groups = {};
-    const order = [GROUP_YESTERDAY, GROUP_TODAY, GROUP_TOMORROW, GROUP_THIS_WEEK, GROUP_LATER];
+    const order = [GROUP_PENDING, GROUP_YESTERDAY, GROUP_TODAY, GROUP_TOMORROW, GROUP_THIS_WEEK, GROUP_LATER];
    for (const key of order) {
        groups[key] = {
            key,
@@ -195,7 +206,7 @@ function groupTasks(tasksData, localInstanceId) {
    let globalIdx = 0;
    for (const task of sorted) {
        globalIdx++;
-        const g = classifyDate(task.scheduled_date);
+        const g = classifyTask(task);
        task._scheduleNum = globalIdx;
        task._group = g;
        task._dayColor = DAY_COLORS[g] || "#6b7280";       // Pin colour by day
--- a/fusion_claims/static/src/xml/fusion_task_map_view.xml
+++ b/fusion_claims/static/src/xml/fusion_task_map_view.xml
@@ -165,6 +165,7 @@
                            </button>
                            <span class="border-start mx-1" style="height:20px;"/>
                            <span class="text-muted fw-bold" style="font-size:11px;">Pins:</span>
+                            <span style="font-size:11px;"><i class="fa fa-map-marker me-1" style="color:#f59e0b;"/>Pending</span>
                            <span style="font-size:11px;"><i class="fa fa-map-marker me-1" style="color:#ef4444;"/>Today</span>
                            <span style="font-size:11px;"><i class="fa fa-map-marker me-1" style="color:#3b82f6;"/>Tomorrow</span>
                            <span style="font-size:11px;"><i class="fa fa-map-marker me-1" style="color:#10b981;"/>This Week</span>
--- a/fusion_claims/views/technician_task_views.xml
+++ b/fusion_claims/views/technician_task_views.xml
@@ -49,6 +49,7 @@
                        domain="[('scheduled_date', '>=', (context_today() - datetime.timedelta(days=context_today().weekday())).strftime('%Y-%m-%d')),
                                 ('scheduled_date', '&lt;=', (context_today() + datetime.timedelta(days=6-context_today().weekday())).strftime('%Y-%m-%d'))]"/>
                <separator/>
+                <filter string="Pending" name="filter_pending" domain="[('status', '=', 'pending')]"/>
                <filter string="Scheduled" name="filter_scheduled" domain="[('status', '=', 'scheduled')]"/>
                <filter string="En Route" name="filter_en_route" domain="[('status', '=', 'en_route')]"/>
                <filter string="In Progress" name="filter_in_progress" domain="[('status', '=', 'in_progress')]"/>
@@ -105,7 +106,7 @@
                            class="btn-secondary o_fc_calculate_travel" icon="fa-car"
                            invisible="x_fc_is_shadow"/>
                    <field name="status" widget="statusbar"
-                           statusbar_visible="scheduled,en_route,in_progress,completed"/>
+                           statusbar_visible="pending,scheduled,en_route,in_progress,completed"/>
                </header>
                <sheet>
                    <!-- Shadow task banner -->
@@ -447,6 +448,15 @@
        <field name="context">{'search_default_filter_my_tasks': 1, 'search_default_filter_active': 1}</field>
    </record>

+    <!-- Pending Tasks Action -->
+    <record id="action_technician_tasks_pending" model="ir.actions.act_window">
+        <field name="name">Pending Tasks</field>
+        <field name="res_model">fusion.technician.task</field>
+        <field name="view_mode">list,kanban,form</field>
+        <field name="search_view_id" ref="view_technician_task_search"/>
+        <field name="context">{'search_default_filter_pending': 1}</field>
+    </record>
+
    <!-- ================================================================== -->
    <!-- MENU ITEMS                                                          -->
    <!-- ================================================================== -->
@@ -478,6 +488,12 @@
              action="action_technician_tasks"
              sequence="20"/>

+    <menuitem id="menu_technician_tasks_pending"
+              name="Pending Tasks"
+              parent="menu_technician_management"
+              action="action_technician_tasks_pending"
+              sequence="13"/>
+
    <menuitem id="menu_technician_tasks_today"
              name="Today's Tasks"
              parent="menu_technician_management"