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

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>

fusion_repairs/__manifest__.py

@@ -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',

fusion_repairs/models/intake_service.py

@@ -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
+            # D2: prefer a tech whose x_fc_repair_skills covers this repair's
-            # field-staff user as a placeholder for the dispatcher to reassign.
+            # category. Falls back to ANY active field-staff user if no skilled
-            if repair.user_id and repair.user_id.x_fc_is_field_staff:
+            # tech exists, then to the lowest-id field-staff user as a placeholder.
-                vals['technician_id'] = repair.user_id.id
+            tech_id = self._pick_dispatch_technician(repair)
-            else:
+            if not tech_id:
-                fallback = self.env['res.users'].sudo().search([
+                _logger.warning(
-                    ('x_fc_is_field_staff', '=', True),
+                    'No field-staff user available - skipping auto-dispatch '
-                    ('active', '=', True),
+                    'task for repair %s (mark a user as Field Staff under '
-                ], order='id', limit=1)
+                    'Settings > Users).',
-                if not fallback:
+                    repair.name,
-                    _logger.warning(
+                )
-                        'No field-staff user available - skipping auto-dispatch '
+                return
-                        'task for repair %s (mark a user as Field Staff under '
+            vals['technician_id'] = tech_id
-                        'Settings > Users).',
-                        repair.name,
-                    )
-                    return
-                vals['technician_id'] = fallback.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
     # ------------------------------------------------------------------

fusion_repairs/models/technician_task.py

@@ -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',
+        }

fusion_repairs/views/technician_task_views.xml

@@ -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>

fusion_repairs/wizard/repair_intake_wizard.py

@@ -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 {

fusion_repairs/wizard/repair_intake_wizard_views.xml

@@ -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"