refactor(fusion_helpdesk): owner contact is a res.partner, not two text fields
Smaller UX simplification on the client side: the owner is already a contact in entech's address book, so picking one is faster + safer than re-typing their email and name (and avoids typos creeping into the approval-email To: header). What changed: - Entech settings: drop fhd_owner_email + fhd_owner_name char fields; add fhd_owner_partner_id Many2one to res.partner exposed in the same "Owner Approval" block as a single partner selector. Quick-create + create-and-edit kept enabled so admins can spin up a new partner inline if the owner isn't already in the system. - controllers/main.py::_read_config: derives owner_email + owner_name from the selected partner via the new _resolve_owner_contact helper. Missing / dangling partner id → blank email + name → central simply won't see the keys and the Engage button stays disabled (correct "not configured" behaviour). - Nexa side: ZERO changes. Still receives owner_email + owner_name strings on the ticket payload, still upserts client_key.owner_email/ name. The partner abstraction stops at the entech boundary. - migrations/19.0.2.1.0/post-migration.py auto-resolves the legacy fusion_helpdesk.owner_email ICP value to an existing res.partner (lowest-id match on lowercased email), writes the new fusion_helpdesk.owner_partner_id key, and deletes the obsolete owner_email + owner_name ICP rows so a future reader doesn't trip over stale config. Verified live on entech: kris@enplating.ca → res.partner #2308 ("Kris Pathinather"), legacy keys purged, controller._resolve_owner_contact returns the expected (email, name). The piggyback payload is unchanged so existing client_key sync continues to work without a central redeploy. Bumps fusion_helpdesk to 19.0.2.1.0. fusion_helpdesk_central stays at 19.0.2.0.0 (no central-side changes required).
This commit is contained in:
@@ -3,7 +3,7 @@
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# License OPL-1 (Odoo Proprietary License v1.0)
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{
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'name': 'Fusion Helpdesk Reporter',
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'version': '19.0.2.0.0',
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'version': '19.0.2.1.0',
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'category': 'Productivity',
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'summary': 'One-click in-app bug reporting & feature requesting — '
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'auto-creates a helpdesk.ticket on a central Odoo Helpdesk.',
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@@ -228,12 +228,29 @@ class FusionHelpdeskController(http.Controller):
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'client_label': (
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ICP.get_param('fusion_helpdesk.client_label') or ''
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).strip(),
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'owner_email': (
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ICP.get_param('fusion_helpdesk.owner_email') or ''
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).strip(),
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'owner_name': (
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ICP.get_param('fusion_helpdesk.owner_name') or ''
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).strip(),
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# Owner contact is configured as a res.partner reference; we
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# derive email + name on read so the rest of the submit path
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# doesn't have to know about the partner. Missing / dangling
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# partner id → blank email + name → central simply won't see
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# the keys and the Engage button stays disabled (which is the
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# correct "not configured" behaviour).
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**self._resolve_owner_contact(ICP),
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}
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def _resolve_owner_contact(self, ICP):
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raw = (ICP.get_param('fusion_helpdesk.owner_partner_id') or '').strip()
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try:
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partner_id = int(raw)
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except (TypeError, ValueError):
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return {'owner_email': '', 'owner_name': ''}
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if partner_id <= 0:
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return {'owner_email': '', 'owner_name': ''}
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partner = request.env['res.partner'].sudo().browse(partner_id).exists()
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if not partner:
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return {'owner_email': '', 'owner_name': ''}
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return {
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'owner_email': (partner.email or '').strip(),
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'owner_name': (partner.name or '').strip(),
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}
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def _authenticate(self, cfg):
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81
fusion_helpdesk/migrations/19.0.2.1.0/post-migration.py
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81
fusion_helpdesk/migrations/19.0.2.1.0/post-migration.py
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@@ -0,0 +1,81 @@
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# -*- coding: utf-8 -*-
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# Copyright 2026 Nexa Systems Inc.
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# License OPL-1
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"""Migrate owner contact settings from email/name strings to a partner ref.
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Pre-19.0.2.1.0, fusion_helpdesk stored two ICP keys:
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fusion_helpdesk.owner_email
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fusion_helpdesk.owner_name
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19.0.2.1.0 replaces them with a single Many2one to res.partner exposed
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as a partner-id string in:
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fusion_helpdesk.owner_partner_id
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This script auto-resolves the email to an existing res.partner (best
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effort — exact case-insensitive match), so admins don't have to re-pick
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the owner contact after the upgrade. The old keys are then deleted to
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avoid stale-config confusion. If no matching partner is found, the
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owner_partner_id is left blank — admin reconfigures via Settings.
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"""
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import logging
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_logger = logging.getLogger(__name__)
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def migrate(cr, version):
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cr.execute(
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"SELECT value FROM ir_config_parameter "
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"WHERE key = 'fusion_helpdesk.owner_email'"
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)
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row = cr.fetchone()
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email = (row[0] or '').strip().lower() if row else ''
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if not email:
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_logger.info(
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'fusion_helpdesk: no legacy owner_email to migrate, skipping.'
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)
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_purge_legacy_keys(cr)
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return
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# Exact (lowercased) match on res_partner.email. The legacy ICP value
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# was free text — could be uppercase, have trailing spaces, etc. —
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# so normalise both sides. If multiple partners share the email,
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# pick the oldest (lowest id) — same convention used elsewhere in
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# the customer-followup partner backfill.
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cr.execute(
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"SELECT id, name FROM res_partner "
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"WHERE lower(email) = %s "
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"ORDER BY id ASC LIMIT 1",
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(email,),
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)
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match = cr.fetchone()
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if not match:
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_logger.warning(
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'fusion_helpdesk: legacy owner_email %s does not match any '
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'res.partner — owner_partner_id left blank, admin must '
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're-pick under Settings → Fusion Helpdesk → Owner Approval.',
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email,
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)
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_purge_legacy_keys(cr)
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return
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partner_id, partner_name = match
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cr.execute(
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"INSERT INTO ir_config_parameter (key, value) "
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"VALUES ('fusion_helpdesk.owner_partner_id', %s) "
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"ON CONFLICT (key) DO UPDATE SET value = EXCLUDED.value",
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(str(partner_id),),
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)
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_logger.info(
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'fusion_helpdesk: migrated owner_email "%s" → res.partner #%s '
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'("%s"). Legacy keys purged.', email, partner_id, partner_name,
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)
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_purge_legacy_keys(cr)
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def _purge_legacy_keys(cr):
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"""Delete the obsolete owner_email / owner_name ICP rows so a future
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reader doesn't trip over stale config. Safe — the new partner_id key
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is the only source of truth after this migration."""
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cr.execute(
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"DELETE FROM ir_config_parameter "
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"WHERE key IN ('fusion_helpdesk.owner_email', "
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" 'fusion_helpdesk.owner_name')"
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)
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@@ -50,22 +50,21 @@ class ResConfigSettings(models.TransientModel):
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'can tell which client deployment a ticket came from. '
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'e.g. "ENTECH" → "[ENTECH] My subject"',
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)
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# Owner contact for the central engagement / approval flow. Optional —
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# leaving these blank disables the "Request Owner Approval" button on
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# the central side for this client. Both values piggyback on every
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# ticket submission (see controllers/main.py::submit) so central always
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# has the latest contact without a dedicated sync endpoint.
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fhd_owner_email = fields.Char(
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string='Owner Email',
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config_parameter='fusion_helpdesk.owner_email',
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help='Email of the real decision-maker at your company — the '
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'person who can approve feature requests or bug-fix scope. '
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'Used when central support hits a ticket that needs sign-off. '
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# Owner contact for the central engagement / approval flow. Picked
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# from the existing res.partner — the owner is already a contact in
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# the system, no point retyping their email and name. Email + name
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# are derived from the partner at submit-time and piggybacked on
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# every ticket payload (see controllers/main.py::submit) so central
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# always has the latest contact without a dedicated sync endpoint.
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# Leaving the partner blank disables the "Request Owner Approval"
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# button on the central side for this client.
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fhd_owner_partner_id = fields.Many2one(
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'res.partner',
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string='Owner Contact',
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config_parameter='fusion_helpdesk.owner_partner_id',
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help='The real decision-maker at your company — the person who '
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'can approve feature requests or bug-fix scope. Used when '
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'central support hits a ticket that needs sign-off. '
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'Email and name are taken from the selected contact. '
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'Leave blank if your deployment doesn\'t require approvals.',
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)
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fhd_owner_name = fields.Char(
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string='Owner Name',
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config_parameter='fusion_helpdesk.owner_name',
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help='Display name for the owner — shown in the approval email '
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'greeting and in the chatter attribution after they decide.',
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)
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@@ -45,15 +45,12 @@
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</block>
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<block title="Owner Approval"
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name="fhd_owner_approval">
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<setting id="fhd_owner_name"
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string="Owner Name"
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help="Display name of the real decision-maker at your company. Used in approval emails and chatter attribution.">
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<field name="fhd_owner_name" placeholder="Jane Doe"/>
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</setting>
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<setting id="fhd_owner_email"
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string="Owner Email"
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help="Email of the real decision-maker. Used when central support requests approval for a ticket that needs sign-off. Leave blank to disable approval requests for this deployment.">
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<field name="fhd_owner_email" placeholder="owner@yourcompany.com"/>
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<setting id="fhd_owner_partner_id"
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string="Owner Contact"
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help="Pick the real decision-maker at your company from your existing contacts. Used when central support requests approval for a ticket that needs sign-off. Their email and name are sent automatically. Leave blank to disable approval requests for this deployment.">
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<field name="fhd_owner_partner_id"
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options="{'no_create_edit': False, 'no_quick_create': False}"
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placeholder="Pick an owner contact…"/>
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</setting>
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</block>
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</app>
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