feat(fusion_helpdesk): owner-approval engagement flow + AI summary + reporting
Ships the design spec at docs/superpowers/specs/2026-05-27-owner-approval-flow-design.md. What's new on central (fusion_helpdesk_central 19.0.1.2.0 -> 19.0.2.0.0): - Engagement model: 8 new fields on helpdesk.ticket (state, snapshotted owner email/name, single-use UUID4 token, sent/reminded/decided timestamps, AI summary, stored-computed turnaround hours). - Wizard: single + bulk modes on one fusion.helpdesk.engagement.wizard TransientModel with a child wizard.line for per-ticket bulk summaries. default_get pulls the OpenAI summary on open; AI fan-out for bulk is parallel via ThreadPoolExecutor (max 5 workers, 30s overall cap). - OpenAI client in utils.py — stdlib urllib, 15s per-call timeout, every failure collapses to '' so the wizard's manual-summary fallback fires. - Public portal: /fusion_helpdesk/engagement/<token>/<decision> GET + POST, four branded standalone QWeb pages (confirm/done/invalid/error). Token is single-use, cleared on confirm. Decision posts a public comment attributed to the resolved owner partner; chatter propagates to the employee's My Tickets thread per the "fully visible" UX choice. - Mail templates (single + bulk) with magic-link buttons. Bulk template renders one card per ticket, each with its own approve/reject URL. - Reminder cron: daily, single-shot per engagement, configurable via fusion_helpdesk_central.engagement_reminder_days ICP (default 3, 0 disables). - Reporting dashboard: pivot/graph/list/kanban over helpdesk.ticket filtered to engaged ones, with avg-turnaround measure. Menu lives under Helpdesk > Reporting > Owner Engagements. - Client_key extended with owner_email/owner_name fields; ticket.create upserts them from the client-side piggyback (no new sync endpoint). - 100% coverage on utils + integration tests on wizard, controllers, re-engagement, cron, computed turnaround. OpenAI mocked in CI. What's new on client (fusion_helpdesk 19.0.1.7.1 -> 19.0.2.0.0): - Two new ICP settings: fusion_helpdesk.owner_email / .owner_name with a new "Owner Approval" block in Settings > Fusion Helpdesk. - controllers/main.py::submit piggybacks both keys on every ticket payload so central keeps client_key.owner_email/name fresh automatically. Verified live end-to-end on entech -> nexa: payload upsert, wizard with mocked AI, action_send, portal GET/POST/GET-again cycle, second click hits the friendly invalid-token page. Token entropy = 122 bits (UUID4).
This commit is contained in:
@@ -33,6 +33,24 @@ class FusionHelpdeskClientKey(models.Model):
|
||||
string='Notes',
|
||||
help='Optional. Stamp deployment URL, contact, install date.',
|
||||
)
|
||||
# Owner contact for the engagement / approval flow. Auto-refreshed
|
||||
# from each incoming ticket's payload (see helpdesk_ticket.create
|
||||
# override) so support always has the current owner without manual
|
||||
# sync. Manual overrides on this row stick until the next ticket
|
||||
# carries different values.
|
||||
owner_email = fields.Char(
|
||||
string='Owner Email',
|
||||
help='Email of the client\'s real decision-maker (the person paying '
|
||||
'the bill, not the Odoo "Manager" role). Used to send approval '
|
||||
'requests when central support hits a feature that needs '
|
||||
'sign-off. Auto-populated from the client\'s entech settings '
|
||||
'on every ticket submission.',
|
||||
)
|
||||
owner_name = fields.Char(
|
||||
string='Owner Name',
|
||||
help='Display name for the owner — used in email greeting and the '
|
||||
'chatter attribution when they approve / reject.',
|
||||
)
|
||||
bot_user_id = fields.Many2one(
|
||||
'res.users', string='Bot User', readonly=True,
|
||||
ondelete='restrict',
|
||||
|
||||
Reference in New Issue
Block a user