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:
gsinghpal
2026-05-27 13:21:08 -04:00
parent b22bb11b31
commit 15470426eb
5 changed files with 127 additions and 33 deletions

View File

@@ -3,7 +3,7 @@
# License OPL-1 (Odoo Proprietary License v1.0)
{
'name': 'Fusion Helpdesk Reporter',
'version': '19.0.2.0.0',
'version': '19.0.2.1.0',
'category': 'Productivity',
'summary': 'One-click in-app bug reporting & feature requesting — '
'auto-creates a helpdesk.ticket on a central Odoo Helpdesk.',

View File

@@ -228,12 +228,29 @@ class FusionHelpdeskController(http.Controller):
'client_label': (
ICP.get_param('fusion_helpdesk.client_label') or ''
).strip(),
'owner_email': (
ICP.get_param('fusion_helpdesk.owner_email') or ''
).strip(),
'owner_name': (
ICP.get_param('fusion_helpdesk.owner_name') or ''
).strip(),
# Owner contact is configured as a res.partner reference; we
# derive email + name on read so the rest of the submit path
# doesn't have to know about the partner. Missing / dangling
# partner id → blank email + name → central simply won't see
# the keys and the Engage button stays disabled (which is the
# correct "not configured" behaviour).
**self._resolve_owner_contact(ICP),
}
def _resolve_owner_contact(self, ICP):
raw = (ICP.get_param('fusion_helpdesk.owner_partner_id') or '').strip()
try:
partner_id = int(raw)
except (TypeError, ValueError):
return {'owner_email': '', 'owner_name': ''}
if partner_id <= 0:
return {'owner_email': '', 'owner_name': ''}
partner = request.env['res.partner'].sudo().browse(partner_id).exists()
if not partner:
return {'owner_email': '', 'owner_name': ''}
return {
'owner_email': (partner.email or '').strip(),
'owner_name': (partner.name or '').strip(),
}
def _authenticate(self, cfg):

View File

@@ -0,0 +1,81 @@
# -*- coding: utf-8 -*-
# Copyright 2026 Nexa Systems Inc.
# License OPL-1
"""Migrate owner contact settings from email/name strings to a partner ref.
Pre-19.0.2.1.0, fusion_helpdesk stored two ICP keys:
fusion_helpdesk.owner_email
fusion_helpdesk.owner_name
19.0.2.1.0 replaces them with a single Many2one to res.partner exposed
as a partner-id string in:
fusion_helpdesk.owner_partner_id
This script auto-resolves the email to an existing res.partner (best
effort — exact case-insensitive match), so admins don't have to re-pick
the owner contact after the upgrade. The old keys are then deleted to
avoid stale-config confusion. If no matching partner is found, the
owner_partner_id is left blank — admin reconfigures via Settings.
"""
import logging
_logger = logging.getLogger(__name__)
def migrate(cr, version):
cr.execute(
"SELECT value FROM ir_config_parameter "
"WHERE key = 'fusion_helpdesk.owner_email'"
)
row = cr.fetchone()
email = (row[0] or '').strip().lower() if row else ''
if not email:
_logger.info(
'fusion_helpdesk: no legacy owner_email to migrate, skipping.'
)
_purge_legacy_keys(cr)
return
# Exact (lowercased) match on res_partner.email. The legacy ICP value
# was free text — could be uppercase, have trailing spaces, etc. —
# so normalise both sides. If multiple partners share the email,
# pick the oldest (lowest id) — same convention used elsewhere in
# the customer-followup partner backfill.
cr.execute(
"SELECT id, name FROM res_partner "
"WHERE lower(email) = %s "
"ORDER BY id ASC LIMIT 1",
(email,),
)
match = cr.fetchone()
if not match:
_logger.warning(
'fusion_helpdesk: legacy owner_email %s does not match any '
'res.partner — owner_partner_id left blank, admin must '
're-pick under Settings → Fusion Helpdesk → Owner Approval.',
email,
)
_purge_legacy_keys(cr)
return
partner_id, partner_name = match
cr.execute(
"INSERT INTO ir_config_parameter (key, value) "
"VALUES ('fusion_helpdesk.owner_partner_id', %s) "
"ON CONFLICT (key) DO UPDATE SET value = EXCLUDED.value",
(str(partner_id),),
)
_logger.info(
'fusion_helpdesk: migrated owner_email "%s" → res.partner #%s '
'("%s"). Legacy keys purged.', email, partner_id, partner_name,
)
_purge_legacy_keys(cr)
def _purge_legacy_keys(cr):
"""Delete the obsolete owner_email / owner_name ICP rows so a future
reader doesn't trip over stale config. Safe — the new partner_id key
is the only source of truth after this migration."""
cr.execute(
"DELETE FROM ir_config_parameter "
"WHERE key IN ('fusion_helpdesk.owner_email', "
" 'fusion_helpdesk.owner_name')"
)

View File

@@ -50,22 +50,21 @@ class ResConfigSettings(models.TransientModel):
'can tell which client deployment a ticket came from. '
'e.g. "ENTECH""[ENTECH] My subject"',
)
# Owner contact for the central engagement / approval flow. Optional —
# leaving these blank disables the "Request Owner Approval" button on
# the central side for this client. Both values piggyback on every
# ticket submission (see controllers/main.py::submit) so central always
# has the latest contact without a dedicated sync endpoint.
fhd_owner_email = fields.Char(
string='Owner Email',
config_parameter='fusion_helpdesk.owner_email',
help='Email of the real decision-maker at your company — the '
'person who can approve feature requests or bug-fix scope. '
'Used when central support hits a ticket that needs sign-off. '
# Owner contact for the central engagement / approval flow. Picked
# from the existing res.partner — the owner is already a contact in
# the system, no point retyping their email and name. Email + name
# are derived from the partner at submit-time and piggybacked on
# every ticket payload (see controllers/main.py::submit) so central
# always has the latest contact without a dedicated sync endpoint.
# Leaving the partner blank disables the "Request Owner Approval"
# button on the central side for this client.
fhd_owner_partner_id = fields.Many2one(
'res.partner',
string='Owner Contact',
config_parameter='fusion_helpdesk.owner_partner_id',
help='The real decision-maker at your company — the person who '
'can approve feature requests or bug-fix scope. Used when '
'central support hits a ticket that needs sign-off. '
'Email and name are taken from the selected contact. '
'Leave blank if your deployment doesn\'t require approvals.',
)
fhd_owner_name = fields.Char(
string='Owner Name',
config_parameter='fusion_helpdesk.owner_name',
help='Display name for the owner — shown in the approval email '
'greeting and in the chatter attribution after they decide.',
)

View File

@@ -45,15 +45,12 @@
</block>
<block title="Owner Approval"
name="fhd_owner_approval">
<setting id="fhd_owner_name"
string="Owner Name"
help="Display name of the real decision-maker at your company. Used in approval emails and chatter attribution.">
<field name="fhd_owner_name" placeholder="Jane Doe"/>
</setting>
<setting id="fhd_owner_email"
string="Owner Email"
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.">
<field name="fhd_owner_email" placeholder="owner@yourcompany.com"/>
<setting id="fhd_owner_partner_id"
string="Owner Contact"
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.">
<field name="fhd_owner_partner_id"
options="{'no_create_edit': False, 'no_quick_create': False}"
placeholder="Pick an owner contact…"/>
</setting>
</block>
</app>