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feat(fusion_repairs): Phase 1 MVP - backend intake wizard + core models

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Scaffolds the fusion_repairs module that extends Odoo 19 repair.order with
a guided medical-equipment intake workflow.

Models
- fusion.repair.product.category (8 medical equipment categories seeded)
- fusion.repair.intake.template / .question / .answer (7 templates,
  32 questions seeded across hospital bed, stairlift, porch lift,
  wheelchair, walker/rollator, mattress)
- fusion.repair.intake.service (AbstractModel) - single entry point used
  by backend wizard, sales rep portal, and public client portal so all
  three surfaces produce identical outcomes
- repair.order extensions (x_fc_intake_*, x_fc_third_party_equipment,
  x_fc_photo_ids, x_fc_urgency, x_fc_estimated/actual_cost, AI summary)
- fusion.technician.task back-link (x_fc_repair_order_id)
- res.partner service preferences (preferred tech, time window, access notes)
- res.users repair extensions (skills, cost rate, on-call rotation fields)
- res.config.settings for variance thresholds, portal URL, rate limit

UI
- Backend intake wizard with multi-equipment loop, third-party flag, photos
- repair.order form: Intake tab, Photos, Pricing tab, AI tab, smart buttons
  (technician tasks, intake answers, original SO)
- Kanban + list view urgency badges
- Fusion Repairs app menu (New Service Call, Repair Orders, Config)

Activities & Email
- 4 follow-up activity types (CS callback, tech dispatch, visit follow-up,
  manager review) with urgency-tiered deadlines
- 2 mail templates (client confirmation + office notification) with the
  same dark/light-safe styling as fusion_claims ADP templates

Security
- New res.groups.privilege + 3 groups (User, Dispatcher, Manager)
- Reuses fusion_tasks.group_field_technician (do NOT recreate)
- Reuses fusion_authorizer_portal.group_sales_rep_portal
- Multi-company global rule + technician scoping rule on repair.order

Verified end-to-end on local westin-v19 dev DB via odoo-shell - creates
multiple repairs in one session, auto-creates dispatch task for urgent,
attaches 4 activity types correctly per urgency tier and third-party flag.

Co-authored-by: Cursor <cursoragent@cursor.com>
This commit is contained in:
gsinghpal
2026-05-20 21:35:52 -04:00
parent 79fbfec61f
commit 429084e0bf
32 changed files with 2823 additions and 0 deletions
Download Patch File Download Diff File Expand all files Collapse all files

12
fusion_repairs/security/ir.model.access.csv Normal file
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id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
access_repair_product_category_user,Repair Category User Read,model_fusion_repair_product_category,group_fusion_repairs_user,1,0,0,0
access_repair_product_category_manager,Repair Category Manager Full,model_fusion_repair_product_category,group_fusion_repairs_manager,1,1,1,1
access_repair_intake_template_user,Intake Template User Read,model_fusion_repair_intake_template,group_fusion_repairs_user,1,0,0,0
access_repair_intake_template_manager,Intake Template Manager Full,model_fusion_repair_intake_template,group_fusion_repairs_manager,1,1,1,1
access_repair_intake_question_user,Intake Question User Read,model_fusion_repair_intake_question,group_fusion_repairs_user,1,0,0,0
access_repair_intake_question_manager,Intake Question Manager Full,model_fusion_repair_intake_question,group_fusion_repairs_manager,1,1,1,1
access_repair_intake_answer_user,Intake Answer User Full,model_fusion_repair_intake_answer,group_fusion_repairs_user,1,1,1,0
access_repair_intake_answer_manager,Intake Answer Manager Full,model_fusion_repair_intake_answer,group_fusion_repairs_manager,1,1,1,1
access_repair_intake_answer_tech_portal,Intake Answer Technician Read,model_fusion_repair_intake_answer,fusion_tasks.group_field_technician,1,0,0,0
access_repair_intake_wizard_user,Intake Wizard User Full,model_fusion_repair_intake_wizard,group_fusion_repairs_user,1,1,1,1
access_repair_intake_wizard_equipment_user,Intake Wizard Equipment User Full,model_fusion_repair_intake_wizard_equipment,group_fusion_repairs_user,1,1,1,1
1 id name model_id:id group_id:id perm_read perm_write perm_create perm_unlink
2 access_repair_product_category_user Repair Category User Read model_fusion_repair_product_category group_fusion_repairs_user 1 0 0 0
3 access_repair_product_category_manager Repair Category Manager Full model_fusion_repair_product_category group_fusion_repairs_manager 1 1 1 1
4 access_repair_intake_template_user Intake Template User Read model_fusion_repair_intake_template group_fusion_repairs_user 1 0 0 0
5 access_repair_intake_template_manager Intake Template Manager Full model_fusion_repair_intake_template group_fusion_repairs_manager 1 1 1 1
6 access_repair_intake_question_user Intake Question User Read model_fusion_repair_intake_question group_fusion_repairs_user 1 0 0 0
7 access_repair_intake_question_manager Intake Question Manager Full model_fusion_repair_intake_question group_fusion_repairs_manager 1 1 1 1
8 access_repair_intake_answer_user Intake Answer User Full model_fusion_repair_intake_answer group_fusion_repairs_user 1 1 1 0
9 access_repair_intake_answer_manager Intake Answer Manager Full model_fusion_repair_intake_answer group_fusion_repairs_manager 1 1 1 1
10 access_repair_intake_answer_tech_portal Intake Answer Technician Read model_fusion_repair_intake_answer fusion_tasks.group_field_technician 1 0 0 0
11 access_repair_intake_wizard_user Intake Wizard User Full model_fusion_repair_intake_wizard group_fusion_repairs_user 1 1 1 1
12 access_repair_intake_wizard_equipment_user Intake Wizard Equipment User Full model_fusion_repair_intake_wizard_equipment group_fusion_repairs_user 1 1 1 1

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fusion_repairs/security/security.xml Normal file
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<?xml version="1.0" encoding="utf-8"?>
<odoo>
<!-- ==================================================================== -->
<!-- MODULE CATEGORY -->
<!-- ==================================================================== -->
<record id="module_category_fusion_repairs" model="ir.module.category">
<field name="name">Fusion Repairs</field>
<field name="sequence">47</field>
</record>
<!-- ==================================================================== -->
<!-- FUSION REPAIRS PRIVILEGE (Odoo 19 res.groups.privilege pattern) -->
<!-- ==================================================================== -->
<record id="res_groups_privilege_fusion_repairs" model="res.groups.privilege">
<field name="name">Fusion Repairs</field>
<field name="sequence">47</field>
<field name="category_id" ref="module_category_fusion_repairs"/>
</record>
<!-- ==================================================================== -->
<!-- GROUPS -->
<!-- ==================================================================== -->
<record id="group_fusion_repairs_user" model="res.groups">
<field name="name">Repairs: User (CS Intake)</field>
<field name="privilege_id" ref="res_groups_privilege_fusion_repairs"/>
<field name="implied_ids" eval="[(4, ref('base.group_user'))]"/>
<field name="comment">CS / front-office staff who take repair intake calls and view repairs.</field>
</record>
<record id="group_fusion_repairs_dispatcher" model="res.groups">
<field name="name">Repairs: Dispatcher</field>
<field name="privilege_id" ref="res_groups_privilege_fusion_repairs"/>
<field name="implied_ids" eval="[(4, ref('group_fusion_repairs_user'))]"/>
<field name="comment">Assigns technicians to repairs, reschedules visits, manages parts pre-pull picklists.</field>
</record>
<record id="group_fusion_repairs_manager" model="res.groups">
<field name="name">Repairs: Manager</field>
<field name="privilege_id" ref="res_groups_privilege_fusion_repairs"/>
<field name="implied_ids" eval="[(4, ref('group_fusion_repairs_dispatcher'))]"/>
<field name="comment">Configures intake templates, pricing, maintenance contracts, on-call rotation, variance overrides.</field>
</record>
<!-- ==================================================================== -->
<!-- RECORD RULES -->
<!-- ==================================================================== -->
<!-- Multi-company isolation on repair.order -->
<record id="rule_repair_order_company" model="ir.rule">
<field name="name">Repair Order: Multi-Company</field>
<field name="model_id" ref="repair.model_repair_order"/>
<field name="domain_force">['|', ('company_id', '=', False), ('company_id', 'in', company_ids)]</field>
<field name="global" eval="True"/>
</record>
<!-- Field technicians (from fusion_tasks) see only repairs they're assigned to as technician on a linked task -->
<record id="rule_repair_order_technician_own" model="ir.rule">
<field name="name">Repair Order: Technician sees own repairs</field>
<field name="model_id" ref="repair.model_repair_order"/>
<field name="domain_force">[('x_fc_technician_task_ids.all_technician_ids', 'in', [user.id])]</field>
<field name="groups" eval="[(4, ref('fusion_tasks.group_field_technician'))]"/>
<field name="perm_read" eval="True"/>
<field name="perm_write" eval="True"/>
<field name="perm_create" eval="False"/>
<field name="perm_unlink" eval="False"/>
</record>
<!-- Intake answer access scoped to repair access -->
<record id="rule_repair_intake_answer_company" model="ir.rule">
<field name="name">Repair Intake Answer: Multi-Company</field>
<field name="model_id" ref="model_fusion_repair_intake_answer"/>
<field name="domain_force">['|', ('company_id', '=', False), ('company_id', 'in', company_ids)]</field>
<field name="global" eval="True"/>
</record>
</odoo>