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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

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',
}