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feat(fusion_repairs): Bundle 1 - wizard polish (C1 + C5 + C6 + D2 + T1)

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C1 duplicate-call detection
- Wizard computes duplicate_count + duplicate_repair_ids when partner is
  picked (open repairs from the configurable window, default 14 days).
- Yellow banner with "Open Existing Repair" button to jump to the most
  recent duplicate so CS can add a note instead of creating a new repair.

C5 outstanding-balance warning
- Wizard sums posted unpaid account.move.amount_residual across all
  invoices of the partner.
- Red banner shown when balance >= fusion_repairs.outstanding_balance_threshold
  (default $100) with a "View Invoices" button.

C6 quote-only mode
- New quote_only boolean on the wizard; passed through the shared intake
  service. Skips dispatch-task creation for urgent/safety AND for catalogue
  auto_schedule. Chatter note "Created in Quote Only mode" posted on the
  resulting repair.order.

D2 skills filter on dispatch picker
- _pick_dispatch_technician(repair) prefers users whose x_fc_repair_skills
  Many2many contains the repair's product category. Three-tier preference:
  1) intake user if field staff AND has the skill
  2) any active field-staff user with the skill
  3) any active field-staff user (no skill filter) - last-resort
- Logs a warning + skips task creation if no field-staff user exists at all.

T1 Open in Maps on technician task
- action_open_in_maps() returns ir.actions.act_url to
  https://www.google.com/maps?q=<URL-encoded address>. Deep-links into
  Apple Maps / Google Maps native apps on iOS / Android, browser otherwise.
- Header button added on the fusion.technician.task form (after the
  existing buttons) plus a "View Repair" button when x_fc_repair_order_id
  is set.

Verified end-to-end on local westin-v19:
  Existing repair: RO-202605-06
  C1 duplicate_count = 5 (>=1 expected) - last duplicate: RO-202605-06
  C5 balance check ran without error (target partner had $0)
  C6 quote-only repair: RO-202605-07 tech_tasks = 0 (expected 0)
  D2 picked the only stairlift-skilled field-staff user
  T1 Maps URL: https://www.google.com/maps?q=15+Fisherman+Dr%2C+Brampton%2C+ON+L7A+1B7%2C+Canad...

Bumped to 19.0.1.1.0.

Co-authored-by: Cursor <cursoragent@cursor.com>
This commit is contained in:
gsinghpal
2026-05-20 23:27:43 -04:00
parent d15d9e4303
commit 194850e3cf
6 changed files with 303 additions and 25 deletions
Download Patch File Download Diff File Expand all files Collapse all files

3
fusion_repairs/__manifest__.py
View File

@@ -4,7 +4,7 @@
{
'name': 'Fusion Repairs',
'version': '19.0.1.0.7',
'version': '19.0.1.1.0',
'category': 'Inventory/Repairs',
'summary': 'Guided medical equipment repair intake, dispatch, maintenance, and self-service portal',
'description': """
@@ -83,6 +83,7 @@ Copyright (C) 2024-2026 Nexa Systems Inc. All rights reserved.
'views/repair_dashboard_views.xml',
'views/repair_order_views.xml',
'views/sale_order_views.xml',
'views/technician_task_views.xml',
'views/res_partner_views.xml',
'views/res_users_views.xml',
'views/res_config_settings_views.xml',

93
fusion_repairs/models/intake_service.py
View File

@@ -39,6 +39,7 @@ class FusionRepairIntakeService(models.AbstractModel):
:param payload: dict with keys:
- partner_id: int (required) or partner_vals: dict to create new partner
- intake_user_id: int (optional, defaults to env.user)
- quote_only: bool (optional, C6 - skips dispatch task creation)
- equipment_items: list of dicts, each with:
- product_id: int (optional)
- lot_id: int (optional)
@@ -68,6 +69,7 @@ class FusionRepairIntakeService(models.AbstractModel):
)
equipment = payload.get('equipment_items') or [{}]
quote_only = bool(payload.get('quote_only'))
repairs = self.env['repair.order']
for item in equipment:
repair = self._create_single_repair(
@@ -76,6 +78,7 @@ class FusionRepairIntakeService(models.AbstractModel):
session_ref=session_ref,
source=source,
item=item,
quote_only=quote_only,
)
repairs |= repair
@@ -103,7 +106,8 @@ class FusionRepairIntakeService(models.AbstractModel):
# CORE CREATION
# ------------------------------------------------------------------
@api.model
def _create_single_repair(self, partner_id, intake_user, session_ref, source, item):
def _create_single_repair(self, partner_id, intake_user, session_ref,
source, item, quote_only=False):
Repair = self.env['repair.order']
product_id = item.get('product_id')
@@ -139,7 +143,7 @@ class FusionRepairIntakeService(models.AbstractModel):
self._create_answers(repair, item.get('answers') or [])
# Service catalogue auto-match.
self._match_service_catalog(repair, item)
self._match_service_catalog(repair, item, quote_only=quote_only)
# Check our own repair-warranty (30/90 day re-do free).
self._check_repair_warranty(repair)
@@ -162,11 +166,17 @@ class FusionRepairIntakeService(models.AbstractModel):
# Optional dispatch draft task (urgent / safety).
# Skip if the catalogue match already auto-created one.
# Skip entirely if intake is quote-only (C6).
if (
repair.x_fc_urgency in ('urgent', 'safety')
not quote_only
and repair.x_fc_urgency in ('urgent', 'safety')
and not repair.x_fc_technician_task_ids
):
self._create_dispatch_task(repair)
elif quote_only:
repair.message_post(body=Markup(_(
'Created in <b>Quote Only</b> mode - no technician dispatched.'
)))
# Emails (client + office).
self._send_intake_emails(repair)
@@ -202,7 +212,7 @@ class FusionRepairIntakeService(models.AbstractModel):
# SERVICE CATALOGUE MATCH
# ------------------------------------------------------------------
@api.model
def _match_service_catalog(self, repair, item):
def _match_service_catalog(self, repair, item, quote_only=False):
category = repair.x_fc_repair_category_id
if not category:
return
@@ -222,7 +232,12 @@ class FusionRepairIntakeService(models.AbstractModel):
'x_fc_estimated_cost': catalog.estimated_cost,
})
# Auto-create dispatch task if catalogue says so (in addition to urgency rule).
if catalog.auto_schedule and repair.x_fc_technician_task_count == 0:
# Quote-only intakes skip this too.
if (
catalog.auto_schedule
and repair.x_fc_technician_task_count == 0
and not quote_only
):
self._create_dispatch_task(repair)
# ------------------------------------------------------------------
@@ -410,29 +425,61 @@ class FusionRepairIntakeService(models.AbstractModel):
'description': repair.internal_notes or repair.name,
}
# technician_id is required AND constrained to x_fc_is_field_staff.
# Use the intake user if they qualify, otherwise the lowest-id active
# field-staff user as a placeholder for the dispatcher to reassign.
if repair.user_id and repair.user_id.x_fc_is_field_staff:
vals['technician_id'] = repair.user_id.id
else:
fallback = self.env['res.users'].sudo().search([
('x_fc_is_field_staff', '=', True),
('active', '=', True),
], order='id', limit=1)
if not fallback:
_logger.warning(
'No field-staff user available - skipping auto-dispatch '
'task for repair %s (mark a user as Field Staff under '
'Settings > Users).',
repair.name,
)
return
vals['technician_id'] = fallback.id
# D2: prefer a tech whose x_fc_repair_skills covers this repair's
# category. Falls back to ANY active field-staff user if no skilled
# tech exists, then to the lowest-id field-staff user as a placeholder.
tech_id = self._pick_dispatch_technician(repair)
if not tech_id:
_logger.warning(
'No field-staff user available - skipping auto-dispatch '
'task for repair %s (mark a user as Field Staff under '
'Settings > Users).',
repair.name,
)
return
vals['technician_id'] = tech_id
Task.create(vals)
except Exception as e:
_logger.warning('Failed to auto-create dispatch task for repair %s: %s',
repair.name, e)
@api.model
def _pick_dispatch_technician(self, repair):
"""D2: pick the best technician for the initial dispatch task.
Preference order:
1. The intake user IF they are field staff AND have the skill
2. Any active field-staff user with x_fc_repair_skills covering
the repair's product category
3. Any active field-staff user (no skills filter)
Returns the chosen user id, or False if none found.
"""
Users = self.env['res.users'].sudo()
category = repair.x_fc_repair_category_id
# Try intake user first if they qualify.
if repair.user_id and repair.user_id.x_fc_is_field_staff:
if not category or category in repair.user_id.x_fc_repair_skills:
return repair.user_id.id
# Skills-filtered candidates.
if category:
skilled = Users.search([
('x_fc_is_field_staff', '=', True),
('active', '=', True),
('x_fc_repair_skills', 'in', category.id),
], order='id', limit=1)
if skilled:
return skilled.id
# Any active field staff.
fallback = Users.search([
('x_fc_is_field_staff', '=', True),
('active', '=', True),
], order='id', limit=1)
return fallback.id if fallback else False
# ------------------------------------------------------------------
# EMAILS
# ------------------------------------------------------------------

33
fusion_repairs/models/technician_task.py
View File

@@ -4,7 +4,7 @@
from markupsafe import Markup
from odoo import fields, models
from odoo import _, fields, models
class FusionTechnicianTaskRepairs(models.Model):
@@ -69,3 +69,34 @@ class FusionTechnicianTaskRepairs(models.Model):
'view_mode': 'form',
'res_id': self.x_fc_repair_order_id.id,
}
# ------------------------------------------------------------------
# T1: Open in Maps - returns an act_url action that opens the device's
# default maps app (Apple Maps on iOS, Google Maps on Android, browser
# otherwise). Address is built from the task's address fields with the
# partner address as a fallback.
# ------------------------------------------------------------------
def action_open_in_maps(self):
self.ensure_one()
from urllib.parse import quote_plus
parts = []
for f in ('address_street', 'address_city', 'address_zip'):
v = getattr(self, f, None)
if v:
parts.append(str(v))
if not parts and self.partner_id:
for f in ('street', 'street2', 'city', 'state_id', 'zip'):
v = getattr(self.partner_id, f, None)
if v:
parts.append(v.name if hasattr(v, 'name') else str(v))
if not parts:
from odoo.exceptions import UserError
raise UserError(_('No address on this task or its client.'))
query = quote_plus(', '.join(parts))
# https://www.google.com/maps?q=ADDR works on every platform and
# automatically deep-links into the native app where supported.
return {
'type': 'ir.actions.act_url',
'url': f'https://www.google.com/maps?q={query}',
'target': 'new',
}

32
fusion_repairs/views/technician_task_views.xml Normal file
View File

@@ -0,0 +1,32 @@
<?xml version="1.0" encoding="utf-8"?>
<odoo>
<!-- Add Maps + View Repair buttons to the technician task form
(header so they're prominent on mobile). -->
<record id="view_technician_task_form_inherit_fusion_repairs"
model="ir.ui.view">
<field name="name">fusion.technician.task.form.inherit.fusion_repairs</field>
<field name="model">fusion.technician.task</field>
<field name="inherit_id" ref="fusion_tasks.view_technician_task_form"/>
<field name="arch" type="xml">
<xpath expr="//header" position="inside">
<button name="action_open_in_maps"
type="object"
string="Open in Maps"
class="btn-secondary"
icon="fa-map-marker"/>
<button name="action_view_repair_order"
type="object"
string="View Repair"
class="btn-secondary"
icon="fa-wrench"
invisible="not x_fc_repair_order_id"/>
</xpath>
<xpath expr="//field[@name='partner_id']" position="after">
<field name="x_fc_repair_order_id" readonly="1"
invisible="not x_fc_repair_order_id"/>
</xpath>
</field>
</record>
</odoo>

128
fusion_repairs/wizard/repair_intake_wizard.py
View File

@@ -10,9 +10,16 @@ repair.order(s). The shared service guarantees identical behaviour to the
sales rep portal and the public client portal added in later phases.
Multi-equipment per call is supported via the equipment_ids One2many.
Includes Phase 1 polish:
- C1: duplicate-call detection (yellow banner if the partner has an open
repair from the last N days)
- C5: outstanding-balance warning (red banner if open invoice total > config)
- C6: quote-only mode (creates the repair but does NOT dispatch a tech)
"""
import logging
from datetime import timedelta
from odoo import _, api, fields, models
from odoo.exceptions import UserError
@@ -45,6 +52,43 @@ class RepairIntakeWizard(models.TransientModel):
readonly=True,
)
# ------------------------------------------------------------------
# CONTEXTUAL BANNERS (C1 + C5)
# Computed reactively when the partner is selected. Shown in the form
# so CS knows immediately about duplicate calls or unpaid invoices.
# ------------------------------------------------------------------
duplicate_repair_ids = fields.Many2many(
'repair.order',
compute='_compute_partner_context',
string='Open Repairs (last N days)',
)
duplicate_count = fields.Integer(
compute='_compute_partner_context',
string='Duplicate Call Count',
)
outstanding_balance = fields.Float(
compute='_compute_partner_context',
string='Open Invoice Balance',
)
outstanding_invoice_count = fields.Integer(
compute='_compute_partner_context',
string='Open Invoices',
)
show_outstanding_warning = fields.Boolean(
compute='_compute_partner_context',
string='Show Outstanding Balance Warning',
)
# ------------------------------------------------------------------
# OPTIONS (C6 quote-only mode)
# ------------------------------------------------------------------
quote_only = fields.Boolean(
string='Quote Only - Do Not Dispatch',
help='Create the service request and quote the client, but do NOT '
'auto-create a technician dispatch task. Use this when the client '
'is gathering quotes or has not yet authorised the repair.',
)
# ------------------------------------------------------------------
# EQUIPMENT (one-or-many)
# ------------------------------------------------------------------
@@ -55,6 +99,56 @@ class RepairIntakeWizard(models.TransientModel):
required=True,
)
# ------------------------------------------------------------------
# COMPUTES
# ------------------------------------------------------------------
@api.depends('partner_id')
def _compute_partner_context(self):
ICP = self.env['ir.config_parameter'].sudo()
try:
window_days = int(ICP.get_param(
'fusion_repairs.duplicate_call_window_days', '14'
))
except (ValueError, TypeError):
window_days = 14
try:
threshold = float(ICP.get_param(
'fusion_repairs.outstanding_balance_threshold', '100'
))
except (ValueError, TypeError):
threshold = 100.0
Repair = self.env['repair.order'].sudo()
Move = self.env['account.move'].sudo()
cutoff = fields.Date.context_today(self) - timedelta(days=window_days)
for w in self:
if not w.partner_id:
w.duplicate_repair_ids = False
w.duplicate_count = 0
w.outstanding_balance = 0.0
w.outstanding_invoice_count = 0
w.show_outstanding_warning = False
continue
dupes = Repair.search([
('partner_id', '=', w.partner_id.id),
('state', 'not in', ('done', 'cancel')),
('create_date', '>=', cutoff),
], order='create_date desc', limit=5)
w.duplicate_repair_ids = dupes
w.duplicate_count = len(dupes)
open_invoices = Move.search([
('partner_id', 'child_of', w.partner_id.id),
('move_type', '=', 'out_invoice'),
('state', '=', 'posted'),
('payment_state', 'in', ('not_paid', 'partial')),
])
balance = sum(open_invoices.mapped('amount_residual'))
w.outstanding_balance = balance
w.outstanding_invoice_count = len(open_invoices)
w.show_outstanding_warning = balance >= threshold
# ------------------------------------------------------------------
# SUBMIT
# ------------------------------------------------------------------
@@ -66,6 +160,7 @@ class RepairIntakeWizard(models.TransientModel):
payload = {
'partner_id': self.partner_id.id,
'intake_user_id': self.intake_user_id.id,
'quote_only': self.quote_only,
'equipment_items': [self._equipment_payload(eq) for eq in self.equipment_ids],
}
@@ -91,6 +186,39 @@ class RepairIntakeWizard(models.TransientModel):
'domain': [('id', 'in', repairs.ids)],
}
def action_open_existing_repair(self):
"""C1: jump to the most recent duplicate repair so CS can add a note
instead of creating a new repair."""
self.ensure_one()
if not self.duplicate_repair_ids:
return False
repair = self.duplicate_repair_ids[0]
return {
'type': 'ir.actions.act_window',
'name': repair.name,
'res_model': 'repair.order',
'view_mode': 'form',
'res_id': repair.id,
'target': 'current',
}
def action_view_outstanding_invoices(self):
"""C5: open the list of unpaid invoices for context."""
self.ensure_one()
return {
'type': 'ir.actions.act_window',
'name': _('Open Invoices - %s', self.partner_id.name or ''),
'res_model': 'account.move',
'view_mode': 'list,form',
'domain': [
('partner_id', 'child_of', self.partner_id.id),
('move_type', '=', 'out_invoice'),
('state', '=', 'posted'),
('payment_state', 'in', ('not_paid', 'partial')),
],
'target': 'current',
}
def _equipment_payload(self, eq):
"""Render an equipment record as a dict the intake service expects."""
return {

39
fusion_repairs/wizard/repair_intake_wizard_views.xml
View File

@@ -16,6 +16,40 @@
</group>
</group>
<!-- C1: duplicate-call detection banner -->
<div class="alert alert-warning d-flex justify-content-between align-items-center"
role="alert"
invisible="duplicate_count == 0">
<div>
<i class="fa fa-exclamation-triangle me-1"/>
<strong>Open repair already exists for this client</strong>
(<field name="duplicate_count" nolabel="1" readonly="1" class="d-inline"/> in last 14 days).
Consider adding a note to the existing repair instead.
</div>
<button name="action_open_existing_repair"
type="object"
string="Open Existing Repair"
class="btn btn-sm btn-warning"/>
</div>
<field name="duplicate_repair_ids" invisible="1"/>
<!-- C5: outstanding-balance warning banner -->
<div class="alert alert-danger d-flex justify-content-between align-items-center"
role="alert"
invisible="not show_outstanding_warning">
<div>
<i class="fa fa-money me-1"/>
<strong>Outstanding balance:</strong>
<field name="outstanding_balance" widget="monetary" nolabel="1" readonly="1" class="d-inline"/>
across <field name="outstanding_invoice_count" nolabel="1" readonly="1" class="d-inline"/> invoice(s).
Worth mentioning during this call.
</div>
<button name="action_view_outstanding_invoices"
type="object"
string="View Invoices"
class="btn btn-sm btn-danger"/>
</div>
<separator string="Equipment Items (one repair per item)"/>
<field name="equipment_ids">
<list editable="bottom">
@@ -54,6 +88,11 @@
<field name="photo_ids" widget="many2many_binary"/>
</form>
</field>
<!-- C6: quote-only mode -->
<separator string="Options"/>
<group>
<field name="quote_only"/>
</group>
</sheet>
<footer>
<button string="Submit"