feat: add fusion_tasks module for field service management
Standalone module extracted from fusion_claims providing technician scheduling, route simulation with Google Maps, GPS tracking, and cross-instance task sync between odoo-westin and odoo-mobility. Includes fix for route simulation: added Directions API error logging to diagnose silent failures from conflicting Google Maps API keys. Made-with: Cursor
This commit is contained in:
gsinghpal
507
fusion_tasks/views/technician_task_views.xml
Normal file
507
fusion_tasks/views/technician_task_views.xml
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@@ -0,0 +1,507 @@
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<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<!-- ================================================================== -->
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<!-- SEQUENCE -->
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<!-- ================================================================== -->
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<record id="seq_technician_task" model="ir.sequence">
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<field name="name">Technician Task</field>
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<field name="code">fusion.technician.task</field>
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<field name="prefix">TASK-</field>
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<field name="padding">5</field>
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<field name="number_increment">1</field>
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</record>
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<!-- ================================================================== -->
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<!-- RES.USERS FORM EXTENSION - Field Staff toggle -->
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<!-- ================================================================== -->
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<record id="view_users_form_field_staff" model="ir.ui.view">
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<field name="name">res.users.form.field.staff</field>
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<field name="model">res.users</field>
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<field name="inherit_id" ref="base.view_users_form"/>
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<field name="arch" type="xml">
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<xpath expr="//field[@name='login']" position="after">
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<field name="x_fc_is_field_staff"/>
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<field name="x_fc_start_address"
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invisible="not x_fc_is_field_staff"
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placeholder="e.g. 123 Main St, Brampton, ON"/>
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<field name="x_fc_tech_sync_id"
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invisible="not x_fc_is_field_staff"
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placeholder="e.g. gordy, manpreet"/>
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</xpath>
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</field>
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</record>
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<!-- ================================================================== -->
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<!-- SEARCH VIEW -->
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<!-- ================================================================== -->
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<record id="view_technician_task_search" model="ir.ui.view">
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<field name="name">fusion.technician.task.search</field>
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<field name="model">fusion.technician.task</field>
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<field name="arch" type="xml">
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<search string="Search Tasks">
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<field name="technician_id" string="Technician"/>
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<field name="partner_id" string="Client"/>
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<field name="name" string="Task"/>
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<separator/>
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<!-- Quick Filters -->
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<filter string="Today" name="filter_today"
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domain="[('scheduled_date', '=', context_today().strftime('%Y-%m-%d'))]"/>
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<filter string="Tomorrow" name="filter_tomorrow"
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domain="[('scheduled_date', '=', (context_today() + datetime.timedelta(days=1)).strftime('%Y-%m-%d'))]"/>
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<filter string="This Week" name="filter_this_week"
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domain="[('scheduled_date', '>=', (context_today() - datetime.timedelta(days=context_today().weekday())).strftime('%Y-%m-%d')),
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('scheduled_date', '<=', (context_today() + datetime.timedelta(days=6-context_today().weekday())).strftime('%Y-%m-%d'))]"/>
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<separator/>
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<filter string="Pending" name="filter_pending" domain="[('status', '=', 'pending')]"/>
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<filter string="Scheduled" name="filter_scheduled" domain="[('status', '=', 'scheduled')]"/>
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<filter string="En Route" name="filter_en_route" domain="[('status', '=', 'en_route')]"/>
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<filter string="In Progress" name="filter_in_progress" domain="[('status', '=', 'in_progress')]"/>
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<filter string="Completed" name="filter_completed" domain="[('status', '=', 'completed')]"/>
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<filter string="Active" name="filter_active" domain="[('status', 'not in', ['cancelled', 'completed'])]"/>
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<separator/>
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<filter string="My Tasks" name="filter_my_tasks"
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domain="['|', ('technician_id', '=', uid), ('additional_technician_ids', 'in', [uid])]"/>
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<filter string="Deliveries" name="filter_deliveries" domain="[('task_type', '=', 'delivery')]"/>
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<filter string="Repairs" name="filter_repairs" domain="[('task_type', '=', 'repair')]"/>
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<filter string="POD Required" name="filter_pod" domain="[('pod_required', '=', True)]"/>
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<separator/>
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<filter string="Local Tasks" name="filter_local"
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domain="[('x_fc_sync_source', '=', False)]"/>
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<filter string="Synced Tasks" name="filter_synced"
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domain="[('x_fc_sync_source', '!=', False)]"/>
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<separator/>
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<!-- Group By -->
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<filter string="Technician" name="group_technician" context="{'group_by': 'technician_id'}"/>
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<filter string="Date" name="group_date" context="{'group_by': 'scheduled_date'}"/>
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<filter string="Status" name="group_status" context="{'group_by': 'status'}"/>
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<filter string="Task Type" name="group_type" context="{'group_by': 'task_type'}"/>
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<filter string="Client" name="group_client" context="{'group_by': 'partner_id'}"/>
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</search>
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</field>
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</record>
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<!-- ================================================================== -->
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<!-- FORM VIEW -->
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<!-- ================================================================== -->
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<record id="view_technician_task_form" model="ir.ui.view">
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<field name="name">fusion.technician.task.form</field>
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<field name="model">fusion.technician.task</field>
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<field name="arch" type="xml">
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<form string="Technician Task">
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<field name="x_fc_is_shadow" invisible="1"/>
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<field name="x_fc_sync_source" invisible="1"/>
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<header>
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<button name="action_start_en_route" type="object" string="En Route"
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class="btn-primary" invisible="status != 'scheduled' or x_fc_is_shadow"/>
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<button name="action_start_task" type="object" string="Start Task"
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class="btn-primary" invisible="status not in ('scheduled', 'en_route') or x_fc_is_shadow"/>
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<button name="action_complete_task" type="object" string="Complete"
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class="btn-success" invisible="status not in ('in_progress', 'en_route') or x_fc_is_shadow"/>
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<button name="action_reschedule" type="object" string="Reschedule"
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class="btn-warning" invisible="status not in ('scheduled', 'en_route') or x_fc_is_shadow"/>
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<button name="action_cancel_task" type="object" string="Cancel"
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class="btn-danger" invisible="status in ('completed', 'cancelled') or x_fc_is_shadow"
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confirm="Are you sure you want to cancel this task?"/>
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<button name="action_reset_to_scheduled" type="object" string="Reset to Scheduled"
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invisible="status not in ('cancelled', 'rescheduled') or x_fc_is_shadow"/>
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<button string="Calculate Travel"
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class="btn-secondary o_fc_calculate_travel" icon="fa-car"
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invisible="x_fc_is_shadow"/>
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<field name="status" widget="statusbar"
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statusbar_visible="pending,scheduled,en_route,in_progress,completed"/>
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</header>
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<sheet>
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<!-- Shadow task banner -->
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<div class="alert alert-info text-center" role="alert"
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invisible="not x_fc_is_shadow">
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<strong><i class="fa fa-link"/> This task is synced from
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<field name="x_fc_sync_source" readonly="1" nolabel="1" class="d-inline"/>
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— view only.</strong>
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</div>
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<div class="oe_button_box" name="button_box">
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</div>
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<widget name="web_ribbon" title="Completed" bg_color="text-bg-success"
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invisible="status != 'completed'"/>
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<widget name="web_ribbon" title="Cancelled" bg_color="text-bg-danger"
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invisible="status != 'cancelled'"/>
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<widget name="web_ribbon" title="Synced" bg_color="text-bg-info"
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invisible="not x_fc_is_shadow or status in ('completed', 'cancelled')"/>
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<div class="oe_title">
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<h1>
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<field name="name" readonly="1"/>
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</h1>
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</div>
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<!-- Schedule Info Banner -->
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<field name="schedule_info_html" nolabel="1" colspan="2"
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invisible="not technician_id or not scheduled_date"/>
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<!-- Previous Task / Travel Warning Banner -->
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<field name="prev_task_summary_html" nolabel="1" colspan="2"
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invisible="not technician_id or not scheduled_date"/>
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<!-- Hidden fields for calendar sync and legacy -->
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<field name="datetime_start" invisible="1"/>
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<field name="datetime_end" invisible="1"/>
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<field name="time_start_12h" invisible="1"/>
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<field name="time_end_12h" invisible="1"/>
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<group>
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<group string="Assignment">
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<field name="technician_id"
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domain="[('x_fc_is_field_staff', '=', True)]"/>
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<field name="additional_technician_ids"
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widget="many2many_tags_avatar"
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domain="[('x_fc_is_field_staff', '=', True), ('id', '!=', technician_id)]"
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options="{'color_field': 'color'}"/>
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<field name="task_type"/>
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<field name="priority" widget="priority"/>
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</group>
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<group string="Schedule">
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<field name="scheduled_date"/>
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<field name="time_start" widget="float_time"
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string="Start Time"/>
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<field name="duration_hours" widget="float_time"
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string="Duration"/>
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<field name="time_end" widget="float_time"
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string="End Time" readonly="1"
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force_save="1"/>
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</group>
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</group>
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<group>
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<group string="Client">
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<field name="partner_id"/>
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<field name="partner_phone" widget="phone"/>
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</group>
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<group string="Location">
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<field name="is_in_store"/>
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<field name="address_partner_id" invisible="is_in_store"/>
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<field name="address_street" readonly="is_in_store"/>
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<field name="address_street2" string="Unit/Suite #" invisible="is_in_store"/>
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<field name="address_buzz_code" invisible="is_in_store"/>
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<field name="address_city" invisible="1"/>
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<field name="address_state_id" invisible="1"/>
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<field name="address_zip" invisible="1"/>
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<field name="address_lat" invisible="1"/>
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<field name="address_lng" invisible="1"/>
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</group>
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</group>
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<group>
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<group string="Travel (Auto-Calculated)">
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<field name="travel_time_minutes" readonly="1"/>
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<field name="travel_distance_km" readonly="1"/>
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<field name="travel_origin" readonly="1"/>
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<field name="previous_task_id" readonly="1"/>
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</group>
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<group string="Options">
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<field name="pod_required"/>
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<field name="x_fc_send_client_updates"/>
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<field name="x_fc_ask_google_review"/>
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<field name="active" invisible="1"/>
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</group>
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</group>
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<notebook>
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<page string="Description" name="description">
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<group>
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<field name="description" placeholder="What needs to be done..."/>
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</group>
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<group>
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<field name="equipment_needed" placeholder="Tools, parts, materials..."/>
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</group>
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</page>
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<page string="Completion" name="completion">
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<group>
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<field name="completion_datetime"/>
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<field name="completion_notes"/>
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</group>
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<group>
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<field name="voice_note_transcription"/>
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</group>
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</page>
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</notebook>
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</sheet>
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<chatter/>
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</form>
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</field>
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</record>
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<!-- ================================================================== -->
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<!-- LIST VIEW -->
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<!-- ================================================================== -->
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<record id="view_technician_task_list" model="ir.ui.view">
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<field name="name">fusion.technician.task.list</field>
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<field name="model">fusion.technician.task</field>
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<field name="arch" type="xml">
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<list string="Technician Tasks" decoration-success="status == 'completed'"
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decoration-warning="status == 'in_progress'"
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decoration-info="status == 'en_route'"
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decoration-danger="status == 'cancelled'"
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decoration-muted="status == 'rescheduled'"
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default_order="scheduled_date, sequence, time_start">
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<field name="name"/>
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<field name="technician_id" widget="many2one_avatar_user"/>
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<field name="additional_technician_ids" widget="many2many_tags_avatar"
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optional="show" string="+ Techs"/>
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<field name="task_type" decoration-bf="1"/>
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<field name="scheduled_date"/>
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<field name="time_start_display" string="Start"/>
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<field name="time_end_display" string="End"/>
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<field name="partner_id"/>
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<field name="address_city"/>
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<field name="travel_time_minutes" string="Travel (min)" optional="show"/>
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<field name="status" widget="badge"
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decoration-success="status == 'completed'"
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decoration-warning="status == 'in_progress'"
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decoration-info="status in ('scheduled', 'en_route')"
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decoration-danger="status == 'cancelled'"/>
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<field name="priority" widget="priority" optional="hide"/>
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<field name="pod_required" optional="hide"/>
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<field name="x_fc_source_label" string="Source" optional="show"
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widget="badge" decoration-info="x_fc_is_shadow"
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decoration-success="not x_fc_is_shadow"/>
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</list>
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</field>
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</record>
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<!-- ================================================================== -->
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<!-- KANBAN VIEW -->
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<!-- ================================================================== -->
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<record id="view_technician_task_kanban" model="ir.ui.view">
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<field name="name">fusion.technician.task.kanban</field>
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<field name="model">fusion.technician.task</field>
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<field name="arch" type="xml">
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<kanban default_group_by="status" class="o_kanban_small_column"
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records_draggable="1" group_create="0">
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<field name="color"/>
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<field name="priority"/>
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<field name="technician_id"/>
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<field name="additional_technician_ids"/>
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<field name="additional_tech_count"/>
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<field name="partner_id"/>
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<field name="task_type"/>
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<field name="scheduled_date"/>
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<field name="time_start_display"/>
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<field name="address_city"/>
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<field name="travel_time_minutes"/>
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<field name="status"/>
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<field name="x_fc_is_shadow"/>
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<field name="x_fc_sync_client_name"/>
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<templates>
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<t t-name="card">
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<div t-attf-class="oe_kanban_color_#{record.color.raw_value} oe_kanban_card oe_kanban_global_click">
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<div class="oe_kanban_content">
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<div class="o_kanban_record_top mb-1">
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<div class="o_kanban_record_headings">
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<strong class="o_kanban_record_title">
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<field name="name"/>
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</strong>
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</div>
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<field name="priority" widget="priority"/>
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</div>
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<div class="mb-1">
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<span class="badge bg-primary me-1"><field name="task_type"/></span>
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<span class="text-muted"><field name="scheduled_date"/> - <field name="time_start_display"/></span>
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</div>
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<div class="mb-1">
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<i class="fa fa-user me-1"/>
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<t t-if="record.x_fc_is_shadow.raw_value">
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<span t-out="record.x_fc_sync_client_name.value"/>
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</t>
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<t t-else="">
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<field name="partner_id"/>
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</t>
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</div>
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<div class="text-muted small" t-if="record.address_city.raw_value">
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<i class="fa fa-map-marker me-1"/><field name="address_city"/>
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<t t-if="record.travel_time_minutes.raw_value">
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<span class="ms-2"><i class="fa fa-car me-1"/><field name="travel_time_minutes"/> min</span>
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</t>
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</div>
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<div t-if="record.additional_tech_count.raw_value > 0" class="text-muted small mb-1">
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<i class="fa fa-users me-1"/>
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<span>+<field name="additional_tech_count"/> technician(s)</span>
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</div>
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<div class="o_kanban_record_bottom mt-2">
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<div class="oe_kanban_bottom_left">
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<field name="activity_ids" widget="kanban_activity"/>
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</div>
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<div class="oe_kanban_bottom_right">
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<field name="technician_id" widget="many2one_avatar_user"/>
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</div>
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</div>
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</div>
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</div>
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</t>
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</templates>
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</kanban>
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</field>
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</record>
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<!-- ================================================================== -->
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<!-- CALENDAR VIEW -->
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<!-- ================================================================== -->
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<record id="view_technician_task_calendar" model="ir.ui.view">
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<field name="name">fusion.technician.task.calendar</field>
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<field name="model">fusion.technician.task</field>
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<field name="arch" type="xml">
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<calendar string="Technician Schedule"
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date_start="datetime_start" date_stop="datetime_end"
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color="technician_id" mode="week" event_open_popup="1"
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quick_create="0">
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<!-- Displayed on the calendar card -->
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<field name="partner_id"/>
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<field name="x_fc_sync_client_name"/>
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<field name="task_type"/>
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<field name="time_start_display" string="Start"/>
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<field name="time_end_display" string="End"/>
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<!-- Popover (hover/click) details -->
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<field name="name"/>
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||||
<field name="technician_id" avatar_field="image_128"/>
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||||
<field name="address_display" string="Address"/>
|
||||
<field name="travel_time_minutes" string="Travel (min)"/>
|
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<field name="status"/>
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<field name="duration_hours" widget="float_time" string="Duration"/>
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</calendar>
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||||
</field>
|
||||
</record>
|
||||
|
||||
<!-- ================================================================== -->
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||||
<!-- MAP VIEW (Enterprise web_map) -->
|
||||
<!-- ================================================================== -->
|
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<record id="view_technician_task_map" model="ir.ui.view">
|
||||
<field name="name">fusion.technician.task.map</field>
|
||||
<field name="model">fusion.technician.task</field>
|
||||
<field name="arch" type="xml">
|
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<map res_partner="address_partner_id" default_order="time_start"
|
||||
routing="1" js_class="fusion_task_map">
|
||||
<field name="partner_id" string="Client"/>
|
||||
<field name="task_type" string="Type"/>
|
||||
<field name="technician_id" string="Technician"/>
|
||||
<field name="time_start_display" string="Start"/>
|
||||
<field name="time_end_display" string="End"/>
|
||||
<field name="status" string="Status"/>
|
||||
<field name="travel_time_minutes" string="Travel (min)"/>
|
||||
</map>
|
||||
</field>
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||||
</record>
|
||||
|
||||
<!-- ================================================================== -->
|
||||
<!-- ACTIONS -->
|
||||
<!-- ================================================================== -->
|
||||
|
||||
<!-- Main Tasks Action (List/Kanban) -->
|
||||
<record id="action_technician_tasks" model="ir.actions.act_window">
|
||||
<field name="name">Technician Tasks</field>
|
||||
<field name="res_model">fusion.technician.task</field>
|
||||
<field name="view_mode">list,kanban,form,calendar,map</field>
|
||||
<field name="search_view_id" ref="view_technician_task_search"/>
|
||||
<field name="context">{'search_default_filter_active': 1}</field>
|
||||
<field name="help" type="html">
|
||||
<p class="o_view_nocontent_smiling_face">
|
||||
Create your first technician task
|
||||
</p>
|
||||
<p>Schedule deliveries, repairs, and other field tasks for your technicians.</p>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<!-- Schedule Action (Map default) -->
|
||||
<record id="action_technician_schedule" model="ir.actions.act_window">
|
||||
<field name="name">Schedule</field>
|
||||
<field name="res_model">fusion.technician.task</field>
|
||||
<field name="view_mode">map,calendar,list,kanban,form</field>
|
||||
<field name="search_view_id" ref="view_technician_task_search"/>
|
||||
<field name="context">{'search_default_filter_active': 1}</field>
|
||||
</record>
|
||||
|
||||
<!-- Map View Action (for app landing page) -->
|
||||
<record id="action_technician_map_view" model="ir.actions.act_window">
|
||||
<field name="name">Task Map</field>
|
||||
<field name="res_model">fusion.technician.task</field>
|
||||
<field name="view_mode">map,list,kanban,form,calendar</field>
|
||||
<field name="search_view_id" ref="view_technician_task_search"/>
|
||||
<field name="context">{'search_default_filter_active': 1}</field>
|
||||
</record>
|
||||
|
||||
<!-- Today's Tasks Action -->
|
||||
<record id="action_technician_tasks_today" model="ir.actions.act_window">
|
||||
<field name="name">Today's Tasks</field>
|
||||
<field name="res_model">fusion.technician.task</field>
|
||||
<field name="view_mode">kanban,list,form,map</field>
|
||||
<field name="search_view_id" ref="view_technician_task_search"/>
|
||||
<field name="context">{'search_default_filter_today': 1, 'search_default_filter_active': 1}</field>
|
||||
</record>
|
||||
|
||||
<!-- My Tasks Action -->
|
||||
<record id="action_technician_my_tasks" model="ir.actions.act_window">
|
||||
<field name="name">My Tasks</field>
|
||||
<field name="res_model">fusion.technician.task</field>
|
||||
<field name="view_mode">list,kanban,form,calendar,map</field>
|
||||
<field name="search_view_id" ref="view_technician_task_search"/>
|
||||
<field name="context">{'search_default_filter_my_tasks': 1, 'search_default_filter_active': 1}</field>
|
||||
</record>
|
||||
|
||||
<!-- Pending Tasks Action -->
|
||||
<record id="action_technician_tasks_pending" model="ir.actions.act_window">
|
||||
<field name="name">Pending Tasks</field>
|
||||
<field name="res_model">fusion.technician.task</field>
|
||||
<field name="view_mode">list,kanban,form</field>
|
||||
<field name="search_view_id" ref="view_technician_task_search"/>
|
||||
<field name="context">{'search_default_filter_pending': 1}</field>
|
||||
</record>
|
||||
|
||||
<!-- Calendar Action -->
|
||||
<record id="action_technician_calendar" model="ir.actions.act_window">
|
||||
<field name="name">Task Calendar</field>
|
||||
<field name="res_model">fusion.technician.task</field>
|
||||
<field name="view_mode">calendar,list,kanban,form,map</field>
|
||||
<field name="search_view_id" ref="view_technician_task_search"/>
|
||||
<field name="context">{'search_default_filter_active': 1}</field>
|
||||
</record>
|
||||
|
||||
<!-- ================================================================== -->
|
||||
<!-- MENU ITEMS - Standalone Field Service App -->
|
||||
<!-- ================================================================== -->
|
||||
|
||||
<!-- Root app menu -->
|
||||
<menuitem id="menu_field_service_root"
|
||||
name="Field Service"
|
||||
web_icon="fusion_tasks,static/description/icon.png"
|
||||
groups="fusion_tasks.group_field_technician"
|
||||
sequence="45"/>
|
||||
|
||||
<!-- Tasks - main task list -->
|
||||
<menuitem id="menu_technician_tasks"
|
||||
name="Tasks"
|
||||
parent="menu_field_service_root"
|
||||
action="action_technician_tasks"
|
||||
sequence="10"
|
||||
groups="fusion_tasks.group_field_technician"/>
|
||||
|
||||
<!-- Map View -->
|
||||
<menuitem id="menu_technician_map"
|
||||
name="Map View"
|
||||
parent="menu_field_service_root"
|
||||
action="action_technician_map_view"
|
||||
sequence="20"
|
||||
groups="fusion_tasks.group_field_technician"/>
|
||||
|
||||
<!-- Calendar -->
|
||||
<menuitem id="menu_technician_calendar"
|
||||
name="Calendar"
|
||||
parent="menu_field_service_root"
|
||||
action="action_technician_calendar"
|
||||
sequence="30"
|
||||
groups="fusion_tasks.group_field_technician"/>
|
||||
|
||||
<!-- Task Sync (submenu) -->
|
||||
<menuitem id="menu_technician_config"
|
||||
name="Configuration"
|
||||
parent="menu_field_service_root"
|
||||
sequence="90"
|
||||
groups="fusion_tasks.group_field_technician"/>
|
||||
|
||||
</odoo>
|
||||
Reference in New Issue
Block a user