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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

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"