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
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fusion_repairs/wizard/__init__.py
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fusion_repairs/wizard/__init__.py
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# -*- coding: utf-8 -*-
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# Copyright 2024-2026 Nexa Systems Inc.
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# License OPL-1 (Odoo Proprietary License v1.0)
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from . import repair_intake_wizard
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199
fusion_repairs/wizard/repair_intake_wizard.py
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fusion_repairs/wizard/repair_intake_wizard.py
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# -*- coding: utf-8 -*-
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# Copyright 2024-2026 Nexa Systems Inc.
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# License OPL-1 (Odoo Proprietary License v1.0)
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"""Backend intake wizard.
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A simple Phase 1 transient model that captures one-or-many equipment items
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per call, then delegates to fusion.repair.intake.service to create the
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repair.order(s). The shared service guarantees identical behaviour to the
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sales rep portal and the public client portal added in later phases.
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Multi-equipment per call is supported via the equipment_ids One2many.
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"""
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import logging
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from odoo import _, api, fields, models
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from odoo.exceptions import UserError
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_logger = logging.getLogger(__name__)
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class RepairIntakeWizard(models.TransientModel):
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_name = 'fusion.repair.intake.wizard'
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_description = 'Repair Intake Wizard'
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# ------------------------------------------------------------------
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# CALLER / CLIENT
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# ------------------------------------------------------------------
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intake_user_id = fields.Many2one(
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'res.users',
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string='Taken By',
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default=lambda self: self.env.user,
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required=True,
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)
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partner_id = fields.Many2one(
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'res.partner',
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string='Client',
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required=True,
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help='Existing client. Use the create-and-edit dialog to add a new contact.',
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)
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partner_phone = fields.Char(
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related='partner_id.phone',
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string='Phone',
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readonly=True,
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)
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# ------------------------------------------------------------------
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# EQUIPMENT (one-or-many)
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# ------------------------------------------------------------------
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equipment_ids = fields.One2many(
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'fusion.repair.intake.wizard.equipment',
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'wizard_id',
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string='Equipment Items',
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required=True,
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)
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# ------------------------------------------------------------------
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# SUBMIT
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# ------------------------------------------------------------------
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def action_submit(self):
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self.ensure_one()
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if not self.equipment_ids:
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raise UserError(_('Please add at least one piece of equipment.'))
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payload = {
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'partner_id': self.partner_id.id,
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'intake_user_id': self.intake_user_id.id,
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'equipment_items': [self._equipment_payload(eq) for eq in self.equipment_ids],
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}
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repairs = self.env['fusion.repair.intake.service'].create_repair_orders(
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payload, source='backend_wizard',
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)
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if len(repairs) == 1:
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return {
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'type': 'ir.actions.act_window',
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'name': repairs.name,
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'res_model': 'repair.order',
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'view_mode': 'form',
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'res_id': repairs.id,
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}
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return {
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'type': 'ir.actions.act_window',
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'name': _('Service Calls Created (%(count)s)', count=len(repairs)),
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'res_model': 'repair.order',
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'view_mode': 'list,form',
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'domain': [('id', 'in', repairs.ids)],
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}
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def _equipment_payload(self, eq):
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"""Render an equipment record as a dict the intake service expects."""
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return {
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'product_id': eq.product_id.id or False,
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'lot_id': eq.lot_id.id or False,
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'repair_category_id': eq.repair_category_id.id or False,
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'intake_template_id': eq.intake_template_id.id or False,
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'third_party': eq.third_party,
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'urgency': eq.urgency,
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'issue_summary': eq.issue_summary or '',
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'issue_category': eq.issue_category or '',
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'internal_notes': eq.internal_notes or '',
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'schedule_date': eq.scheduled_date or False,
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'photo_attachment_ids': eq.photo_ids.ids if eq.photo_ids else [],
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'answers': [], # Phase 1 wizard doesn't expose per-question answer rows yet
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}
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class RepairIntakeWizardEquipment(models.TransientModel):
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"""A single piece of equipment captured in the wizard.
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Multiple lines = multi-equipment intake (one repair.order per line).
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"""
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_name = 'fusion.repair.intake.wizard.equipment'
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_description = 'Repair Intake Wizard - Equipment Line'
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_order = 'sequence, id'
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wizard_id = fields.Many2one(
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'fusion.repair.intake.wizard',
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string='Wizard',
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required=True,
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ondelete='cascade',
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)
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sequence = fields.Integer(default=10)
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# Equipment identification
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repair_category_id = fields.Many2one(
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'fusion.repair.product.category',
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string='Category',
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required=True,
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)
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product_id = fields.Many2one(
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'product.product',
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string='Product',
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help='Specific product if known. Leave blank for generic equipment.',
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)
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lot_id = fields.Many2one(
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'stock.lot',
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string='Serial Number',
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domain="[('product_id', '=', product_id)]",
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help='Lot or serial number if known.',
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)
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third_party = fields.Boolean(
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string='Not Purchased From Us',
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help='Tick if this equipment was bought elsewhere - we still service it but '
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'warranty is not honoured and a service call-out fee applies.',
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)
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# Intake context
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intake_template_id = fields.Many2one(
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'fusion.repair.intake.template',
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string='Question Template',
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help='Defaults to the template configured on the category if left blank.',
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)
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# Triage
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urgency = fields.Selection(
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[('normal', 'Normal'), ('urgent', 'Urgent'), ('safety', 'Safety Issue')],
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string='Urgency',
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default='normal',
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required=True,
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)
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scheduled_date = fields.Datetime(
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string='Preferred Date',
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default=fields.Datetime.now,
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)
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issue_summary = fields.Char(
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string='Issue Summary',
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help='One-line summary of what is wrong (e.g. "stairlift stops halfway up").',
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)
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issue_category = fields.Char(
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string='Symptom Category',
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help='Optional symptom tag for catalogue matching (e.g. "battery", "motor").',
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)
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internal_notes = fields.Text(string='Internal Notes')
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photo_ids = fields.Many2many(
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'ir.attachment',
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'fusion_repair_intake_wizard_eq_photo_rel',
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'eq_id',
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'attachment_id',
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string='Photos / Videos',
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)
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@api.onchange('repair_category_id')
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def _onchange_repair_category_id(self):
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"""Pre-fill the intake template from the category default."""
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if self.repair_category_id and not self.intake_template_id:
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self.intake_template_id = self.repair_category_id.intake_template_id
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@api.onchange('product_id')
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def _onchange_product_id(self):
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"""Pre-fill the category from the product if defined."""
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if self.product_id and not self.repair_category_id:
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cat = self.product_id.product_tmpl_id.x_fc_repair_category_id
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if cat:
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self.repair_category_id = cat
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69
fusion_repairs/wizard/repair_intake_wizard_views.xml
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fusion_repairs/wizard/repair_intake_wizard_views.xml
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<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<record id="view_repair_intake_wizard_form" model="ir.ui.view">
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<field name="name">fusion.repair.intake.wizard.form</field>
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<field name="model">fusion.repair.intake.wizard</field>
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<field name="arch" type="xml">
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<form string="New Service Call">
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<sheet>
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<group>
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<group string="Caller / Client">
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<field name="intake_user_id" options="{'no_create': True}"/>
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<field name="partner_id"
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options="{'no_create_edit': False, 'no_quick_create': False}"/>
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<field name="partner_phone" readonly="1" invisible="not partner_id"/>
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</group>
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</group>
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<separator string="Equipment Items (one repair per item)"/>
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<field name="equipment_ids">
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<list editable="bottom">
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<field name="sequence" widget="handle"/>
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<field name="repair_category_id" options="{'no_create': True}"/>
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<field name="product_id" optional="show"/>
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<field name="lot_id" optional="hide"/>
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<field name="third_party" optional="show"/>
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<field name="urgency" widget="badge"
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decoration-success="urgency == 'normal'"
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decoration-warning="urgency == 'urgent'"
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decoration-danger="urgency == 'safety'"/>
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<field name="issue_summary"/>
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<field name="scheduled_date" 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="repair_category_id" options="{'no_create': True}"/>
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<field name="product_id"/>
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<field name="lot_id"/>
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<field name="third_party"/>
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</group>
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<group>
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<field name="urgency"/>
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<field name="scheduled_date"/>
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<field name="intake_template_id" options="{'no_create': True}"/>
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</group>
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</group>
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<field name="issue_summary"
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placeholder="One-line summary (e.g. 'stairlift stops halfway up')"/>
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<field name="issue_category"
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placeholder="Symptom tag (e.g. battery, motor, remote)"/>
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<field name="internal_notes" placeholder="Internal notes"/>
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<separator string="Photos / Videos"/>
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<field name="photo_ids" widget="many2many_binary"/>
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</form>
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</field>
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</sheet>
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<footer>
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<button string="Submit"
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name="action_submit"
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type="object"
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class="btn-primary"/>
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<button string="Cancel" class="btn-secondary" special="cancel"/>
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</footer>
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</form>
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</field>
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</record>
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</odoo>
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