feat(fusion_repairs): Phase 1 MVP - backend intake wizard + core models
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
95
fusion_repairs/views/intake_template_views.xml
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95
fusion_repairs/views/intake_template_views.xml
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<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<!-- Intake Template -->
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<record id="view_repair_intake_template_list" model="ir.ui.view">
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<field name="name">fusion.repair.intake.template.list</field>
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<field name="model">fusion.repair.intake.template</field>
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<field name="arch" type="xml">
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<list string="Intake Templates">
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<field name="sequence" widget="handle"/>
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<field name="name"/>
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<field name="code"/>
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<field name="question_count"/>
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<field name="is_default"/>
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<field name="active" widget="boolean_toggle"/>
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</list>
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</field>
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</record>
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<record id="view_repair_intake_template_form" model="ir.ui.view">
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<field name="name">fusion.repair.intake.template.form</field>
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<field name="model">fusion.repair.intake.template</field>
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<field name="arch" type="xml">
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<form string="Intake Template">
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<sheet>
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<div class="oe_title">
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<label for="name"/>
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<h1>
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<field name="name" placeholder="e.g. Stairlift - Standard Intake"/>
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</h1>
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</div>
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<group>
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<group>
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<field name="code"/>
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<field name="sequence"/>
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<field name="company_id" groups="base.group_multi_company"/>
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</group>
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<group>
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<field name="is_default"/>
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<field name="active"/>
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</group>
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</group>
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<field name="product_category_ids" widget="many2many_tags"/>
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<notebook>
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<page string="Questions" name="questions">
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<field name="question_ids">
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<list editable="bottom">
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<field name="sequence" widget="handle"/>
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<field name="name"/>
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<field name="code" optional="hide"/>
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<field name="question_type"/>
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<field name="required"/>
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<field name="help_text" optional="hide"/>
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<field name="selection_options" optional="hide"/>
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<field name="symptom_keywords" optional="hide"/>
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</list>
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<form>
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<group>
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<group>
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<field name="name"/>
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<field name="code"/>
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<field name="question_type"/>
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<field name="required"/>
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</group>
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<group>
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<field name="sequence"/>
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<field name="parent_question_id"/>
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<field name="parent_answer_value"
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invisible="not parent_question_id"/>
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</group>
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</group>
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<field name="help_text" placeholder="Optional hint shown beneath the question"/>
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<field name="selection_options"
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invisible="question_type != 'selection'"
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placeholder="One option per line"/>
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<field name="symptom_keywords" placeholder="e.g. battery,charge,won't turn on"/>
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</form>
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</field>
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</page>
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<page string="Description" name="description">
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<field name="description"/>
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</page>
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</notebook>
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</sheet>
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</form>
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</field>
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</record>
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<record id="action_repair_intake_template" model="ir.actions.act_window">
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<field name="name">Intake Templates</field>
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<field name="res_model">fusion.repair.intake.template</field>
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<field name="view_mode">list,form</field>
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</record>
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</odoo>
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48
fusion_repairs/views/menus.xml
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48
fusion_repairs/views/menus.xml
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@@ -0,0 +1,48 @@
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<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<!-- Top-level app menu -->
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<menuitem id="menu_fusion_repairs_root"
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name="Fusion Repairs"
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sequence="48"
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web_icon="fusion_repairs,static/description/icon.png"
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groups="fusion_repairs.group_fusion_repairs_user"/>
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<!-- Operations -->
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<menuitem id="menu_fusion_repairs_operations"
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name="Operations"
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parent="menu_fusion_repairs_root"
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sequence="10"/>
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<menuitem id="menu_fusion_repairs_new_call"
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name="New Service Call"
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parent="menu_fusion_repairs_operations"
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action="action_open_repair_intake_wizard"
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sequence="10"/>
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<menuitem id="menu_fusion_repairs_orders"
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name="Repair Orders"
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parent="menu_fusion_repairs_operations"
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action="repair.action_repair_order_tree"
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sequence="20"/>
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<!-- Configuration -->
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<menuitem id="menu_fusion_repairs_configuration"
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name="Configuration"
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parent="menu_fusion_repairs_root"
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sequence="90"
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groups="fusion_repairs.group_fusion_repairs_manager"/>
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<menuitem id="menu_fusion_repairs_categories"
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name="Equipment Categories"
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parent="menu_fusion_repairs_configuration"
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action="action_repair_product_category"
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sequence="10"/>
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<menuitem id="menu_fusion_repairs_intake_templates"
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name="Intake Templates"
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parent="menu_fusion_repairs_configuration"
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action="action_repair_intake_template"
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sequence="20"/>
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</odoo>
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143
fusion_repairs/views/repair_order_views.xml
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143
fusion_repairs/views/repair_order_views.xml
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@@ -0,0 +1,143 @@
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<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<!-- ============================================================== -->
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<!-- Form view extensions -->
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<!-- ============================================================== -->
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<record id="view_repair_order_form_inherit_fusion_repairs" model="ir.ui.view">
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<field name="name">repair.order.form.inherit.fusion_repairs</field>
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<field name="model">repair.order</field>
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<field name="inherit_id" ref="repair.view_repair_order_form"/>
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<field name="arch" type="xml">
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<!-- Smart buttons: Technician Tasks + Intake Answers + Original SO. -->
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<xpath expr="//div[hasclass('oe_button_box')]" position="inside">
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<button name="action_view_technician_tasks"
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type="object"
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class="oe_stat_button"
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icon="fa-wrench"
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invisible="x_fc_technician_task_count == 0">
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<field name="x_fc_technician_task_count" widget="statinfo" string="Tech Tasks"/>
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</button>
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<button name="action_view_intake_answers"
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type="object"
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class="oe_stat_button"
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icon="fa-list-alt"
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invisible="x_fc_intake_answer_count == 0">
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<field name="x_fc_intake_answer_count" widget="statinfo" string="Answers"/>
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</button>
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<button name="action_view_original_sale_order"
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type="object"
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class="oe_stat_button"
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icon="fa-dollar"
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invisible="not x_fc_original_sale_order_id">
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<field name="x_fc_original_sale_order_id" widget="statinfo" string="Original SO"/>
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</button>
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</xpath>
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<!-- Add intake metadata under partner_id -->
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<xpath expr="//field[@name='partner_id']" position="after">
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<field name="x_fc_repair_category_id" options="{'no_create': True}"/>
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<field name="x_fc_urgency" widget="badge"
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decoration-success="x_fc_urgency == 'normal'"
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decoration-warning="x_fc_urgency == 'urgent'"
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decoration-danger="x_fc_urgency == 'safety'"/>
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<field name="x_fc_third_party_equipment"/>
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<field name="x_fc_intake_source" readonly="1"/>
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<field name="x_fc_intake_user_id" readonly="1" invisible="not x_fc_intake_user_id"/>
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<field name="x_fc_intake_session_id" readonly="1" invisible="not x_fc_intake_session_id"/>
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</xpath>
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<!-- Add a Fusion Repairs notebook tab with intake + photos. -->
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<xpath expr="//notebook" position="inside">
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<page string="Intake" name="fusion_intake">
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<group>
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<group>
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<field name="x_fc_intake_template_id" readonly="1"/>
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<field name="x_fc_issue_category"/>
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</group>
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<group>
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<field name="x_fc_warranty_override_reason"
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placeholder="Reason if warranty status was overridden"/>
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<field name="x_fc_estimated_duration" widget="float_time"/>
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</group>
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</group>
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<separator string="Answers"/>
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<field name="x_fc_intake_answer_ids" readonly="1">
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<list>
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<field name="sequence" column_invisible="True"/>
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<field name="question_name"/>
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<field name="value_display"/>
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<field name="question_type" optional="hide"/>
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</list>
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</field>
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<separator string="Photos & Videos"/>
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<field name="x_fc_photo_ids" widget="many2many_binary"/>
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</page>
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<page string="Pricing" name="fusion_pricing" invisible="not x_fc_estimated_cost and not x_fc_actual_cost">
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<group>
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<group>
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<field name="x_fc_estimated_cost" widget="monetary"/>
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<field name="x_fc_actual_cost" widget="monetary"/>
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</group>
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<group>
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<field name="x_fc_cost_variance_pct" widget="float" digits="[16,2]"/>
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<field name="x_fc_requires_requote"/>
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<field name="company_currency_id" invisible="1"/>
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</group>
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</group>
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</page>
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<page string="AI Brief" name="fusion_ai" invisible="not x_fc_ai_summary">
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<field name="x_fc_ai_summary" readonly="1"/>
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</page>
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</xpath>
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</field>
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</record>
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<!-- ============================================================== -->
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<!-- Kanban: add urgency badge + intake source -->
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<!-- ============================================================== -->
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<record id="view_repair_order_kanban_inherit_fusion_repairs" model="ir.ui.view">
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<field name="name">repair.order.kanban.inherit.fusion_repairs</field>
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<field name="model">repair.order</field>
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<field name="inherit_id" ref="repair.view_repair_kanban"/>
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<field name="arch" type="xml">
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<xpath expr="//field[@name='partner_id']" position="after">
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<field name="x_fc_urgency"/>
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<field name="x_fc_third_party_equipment"/>
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</xpath>
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</field>
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</record>
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<!-- ============================================================== -->
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<!-- List: add urgency + source columns -->
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<!-- ============================================================== -->
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<record id="view_repair_order_list_inherit_fusion_repairs" model="ir.ui.view">
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<field name="name">repair.order.list.inherit.fusion_repairs</field>
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<field name="model">repair.order</field>
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<field name="inherit_id" ref="repair.view_repair_order_tree"/>
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<field name="arch" type="xml">
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<xpath expr="//field[@name='partner_id']" position="after">
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<field name="x_fc_urgency" widget="badge"
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decoration-success="x_fc_urgency == 'normal'"
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decoration-warning="x_fc_urgency == 'urgent'"
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decoration-danger="x_fc_urgency == 'safety'"
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optional="show"/>
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<field name="x_fc_intake_source" optional="hide"/>
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<field name="x_fc_third_party_equipment" optional="hide"/>
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</xpath>
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</field>
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</record>
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<!-- ============================================================== -->
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<!-- New Service Call action - opens the wizard -->
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<!-- ============================================================== -->
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<record id="action_open_repair_intake_wizard" model="ir.actions.act_window">
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<field name="name">New Service Call</field>
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<field name="res_model">fusion.repair.intake.wizard</field>
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<field name="view_mode">form</field>
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<field name="target">new</field>
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</record>
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</odoo>
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55
fusion_repairs/views/repair_product_category_views.xml
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55
fusion_repairs/views/repair_product_category_views.xml
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@@ -0,0 +1,55 @@
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<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<record id="view_repair_product_category_list" model="ir.ui.view">
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<field name="name">fusion.repair.product.category.list</field>
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<field name="model">fusion.repair.product.category</field>
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<field name="arch" type="xml">
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<list string="Repair Categories">
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<field name="sequence" widget="handle"/>
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<field name="name"/>
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<field name="code"/>
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<field name="safety_critical"/>
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<field name="intake_template_id"/>
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<field name="active" widget="boolean_toggle"/>
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</list>
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</field>
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</record>
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<record id="view_repair_product_category_form" model="ir.ui.view">
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<field name="name">fusion.repair.product.category.form</field>
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<field name="model">fusion.repair.product.category</field>
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<field name="arch" type="xml">
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<form string="Repair Category">
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<sheet>
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<div class="oe_title">
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<label for="name"/>
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<h1>
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<field name="name" placeholder="e.g. Stairlift"/>
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</h1>
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</div>
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<group>
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<group>
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<field name="code" placeholder="e.g. stairlift"/>
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<field name="sequence"/>
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<field name="icon"/>
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</group>
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<group>
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<field name="safety_critical"/>
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<field name="intake_template_id"/>
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<field name="active"/>
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</group>
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</group>
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<field name="description" placeholder="Describe what equipment falls into this category..."/>
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</sheet>
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</form>
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</field>
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</record>
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<record id="action_repair_product_category" model="ir.actions.act_window">
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<field name="name">Equipment Categories</field>
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<field name="res_model">fusion.repair.product.category</field>
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<field name="view_mode">list,form</field>
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</record>
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</odoo>
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62
fusion_repairs/views/res_config_settings_views.xml
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62
fusion_repairs/views/res_config_settings_views.xml
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@@ -0,0 +1,62 @@
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<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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|
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<record id="res_config_settings_view_form_inherit_fusion_repairs" model="ir.ui.view">
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<field name="name">res.config.settings.view.form.inherit.fusion_repairs</field>
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<field name="model">res.config.settings</field>
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<field name="inherit_id" ref="base.res_config_settings_view_form"/>
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<field name="arch" type="xml">
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<xpath expr="//form" position="inside">
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<app data-string="Fusion Repairs"
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string="Fusion Repairs"
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name="fusion_repairs"
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groups="fusion_repairs.group_fusion_repairs_manager">
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<block title="Notifications" name="fc_repairs_notifications">
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<setting id="fc_repairs_enable_email_notifications"
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string="Enable Email Notifications"
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help="Master toggle for all automated repair-related emails (intake confirmations, dispatch alerts, office digests).">
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<field name="fc_repairs_enable_email_notifications"/>
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</setting>
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</block>
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<block title="Intake Behaviour" name="fc_repairs_intake">
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<setting id="fc_repairs_duplicate_call_window_days"
|
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string="Duplicate Call Window (days)"
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help="When an intake matches an open repair from this many days back on the same phone, the wizard offers 'add note instead'.">
|
||||
<field name="fc_repairs_duplicate_call_window_days"/>
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</setting>
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<setting id="fc_repairs_outstanding_balance_threshold"
|
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string="Outstanding Balance Warning ($)"
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||||
help="Show a warning if the client's open invoice total exceeds this amount.">
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<field name="fc_repairs_outstanding_balance_threshold"/>
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</setting>
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</block>
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<block title="Pricing Variance" name="fc_repairs_pricing">
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||||
<setting id="fc_repairs_variance_threshold_pct"
|
||||
string="Variance Threshold (%)"
|
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help="If the actual repair cost exceeds the estimate by more than this percentage, invoicing is blocked until manager review.">
|
||||
<field name="fc_repairs_variance_threshold_pct"/>
|
||||
</setting>
|
||||
<setting id="fc_repairs_variance_threshold_amount"
|
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string="Variance Threshold ($)"
|
||||
help="Absolute variance amount that also triggers re-quote (whichever hits first).">
|
||||
<field name="fc_repairs_variance_threshold_amount"/>
|
||||
</setting>
|
||||
</block>
|
||||
<block title="Public Client Portal" name="fc_repairs_client_portal">
|
||||
<setting id="fc_repairs_client_portal_url"
|
||||
string="Portal URL Path"
|
||||
help="URL path mentioned in voicemail greetings and printed on QR stickers. Phase 1 ships the form at this path.">
|
||||
<field name="fc_repairs_client_portal_url"/>
|
||||
</setting>
|
||||
<setting id="fc_repairs_client_portal_rate_limit_per_hour"
|
||||
string="Rate Limit (per hour per IP)"
|
||||
help="Anti-spam limit for the public form.">
|
||||
<field name="fc_repairs_client_portal_rate_limit_per_hour"/>
|
||||
</setting>
|
||||
</block>
|
||||
</app>
|
||||
</xpath>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
</odoo>
|
||||
29
fusion_repairs/views/res_partner_views.xml
Normal file
29
fusion_repairs/views/res_partner_views.xml
Normal file
@@ -0,0 +1,29 @@
|
||||
<?xml version="1.0" encoding="utf-8"?>
|
||||
<odoo>
|
||||
|
||||
<record id="view_res_partner_form_inherit_fusion_repairs" model="ir.ui.view">
|
||||
<field name="name">res.partner.form.inherit.fusion_repairs</field>
|
||||
<field name="model">res.partner</field>
|
||||
<field name="inherit_id" ref="base.view_partner_form"/>
|
||||
<field name="arch" type="xml">
|
||||
<xpath expr="//notebook" position="inside">
|
||||
<page string="Service Preferences" name="fusion_repairs_prefs"
|
||||
groups="fusion_repairs.group_fusion_repairs_user">
|
||||
<group>
|
||||
<group>
|
||||
<field name="x_fc_preferred_tech_id" options="{'no_create': True}"/>
|
||||
<field name="x_fc_preferred_window"/>
|
||||
</group>
|
||||
<group>
|
||||
<field name="x_fc_repair_count" readonly="1"/>
|
||||
</group>
|
||||
</group>
|
||||
<separator string="Access Notes for Technicians"/>
|
||||
<field name="x_fc_access_notes"
|
||||
placeholder="e.g. Dog in front yard, use side door, gate code 1234"/>
|
||||
</page>
|
||||
</xpath>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
</odoo>
|
||||
33
fusion_repairs/views/res_users_views.xml
Normal file
33
fusion_repairs/views/res_users_views.xml
Normal file
@@ -0,0 +1,33 @@
|
||||
<?xml version="1.0" encoding="utf-8"?>
|
||||
<odoo>
|
||||
|
||||
<record id="view_res_users_form_inherit_fusion_repairs" model="ir.ui.view">
|
||||
<field name="name">res.users.form.inherit.fusion_repairs</field>
|
||||
<field name="model">res.users</field>
|
||||
<field name="inherit_id" ref="base.view_users_form"/>
|
||||
<field name="arch" type="xml">
|
||||
<xpath expr="//notebook" position="inside">
|
||||
<page string="Repairs" name="fusion_repairs_user"
|
||||
groups="fusion_repairs.group_fusion_repairs_manager">
|
||||
<group>
|
||||
<group string="Skills & Costing">
|
||||
<field name="x_fc_repair_skills" widget="many2many_tags"
|
||||
options="{'no_create': True}"/>
|
||||
<field name="x_fc_tech_cost_rate" widget="monetary"/>
|
||||
<field name="company_currency_id" invisible="1"/>
|
||||
</group>
|
||||
<group string="On-Call Rotation">
|
||||
<field name="x_fc_on_call"/>
|
||||
<field name="x_fc_on_call_priority"
|
||||
invisible="not x_fc_on_call"/>
|
||||
<field name="x_fc_on_call_phone"
|
||||
invisible="not x_fc_on_call"
|
||||
placeholder="Leave blank to use partner phone"/>
|
||||
</group>
|
||||
</group>
|
||||
</page>
|
||||
</xpath>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
</odoo>
|
||||
Reference in New Issue
Block a user