fix(fusion_repairs): persona-driven workflow audit - 6 real bugs

Full end-to-end walk acting as customer, CS rep, dispatcher, technician,
and manager surfaced 6 real bugs (1 critical state-machine, 4 missing UX
wires, 1 docstring). Server endpoints existed for everything but several
were not wired into the templates.

B1 (HIGH) - Visit-report wizard never closed the repair
  Tech submitted visit -> state stayed 'draft' -> x_fc_done_at never
  stamped -> NPS cron never fired -> the whole post-visit flow died
  silently. Customers never got their NPS email.

  Fix: action_confirm() now drives the Odoo native state machine
  draft -> action_validate (with _action_repair_confirm fallback) ->
  action_repair_start -> action_repair_end. Each step guarded by the
  current state and exception-logged. Leaves the repair open if:
    - requires_requote=True (variance flag - office must re-quote)
    - no_show=True (office reschedules)
    - x_fc_is_quote_only (still a quote)
    - found_another_issue spawned a stub
  Posts a clear chatter line on success or failure.
  Verified: e2e walk now shows state=done + x_fc_done_at stamped +
  NPS cron fires + flags x_fc_nps_email_sent=True.

B2 (HIGH) - /repair/new form never called /repair/self_check
  The AI self-check engine was the headline weekend feature but it was
  invisible to the client. The endpoint worked server-side, just had
  no frontend.

  Fix: new portal_client_repair.js (Interaction class, registered on
  registry.category('public.interactions')). 'Try 1-3 safe self-check
  steps first' button POSTs to /repair/self_check, renders steps via
  createElement + textContent (no innerHTML - all server output is
  treated as untrusted text). Shows the AI's safety disclaimer on
  every result. On escalate_immediately, shows a clear 'submit the
  form, we'll come to you' message instead of the steps.
  Verified: HTTP POST returns full JSON with instruction +
  expected_result + disclaimer; new button + result panel appear in
  rendered HTML.

B3 (HIGH) - No phone-lookup UI for returning clients
  Same problem - endpoint existed but no UI. Returning clients had to
  retype everything from scratch.

  Fix:
  - lookup_phone now returns a 'partners' array (id, name, email,
    street, city) - cap of 3 results, rate-limited, every match logged
    at INFO level for audit. Privacy compromise: a phone holder
    deserves to see their own pre-fill; rate limit caps harvesting.
  - JS lookup widget at the top of the form posts to /repair/lookup_phone
    and pre-fills the 5 contact fields + writes the partner_id to a
    hidden #fr_known_partner_id input.
  - controller /repair/submit now trusts known_partner_id if present
    (skips the phone re-match) so we don't create duplicate partners
    when the lookup widget already identified the right one.
  Verified: HTTP POST returns the 2 partner records we have for
  +19055551234 with full id/name/email/street/city.

B4 (MEDIUM) - /repair?sn=<serial> from QR sticker did nothing
  Spec: 'Client scans QR sticker - portal pre-fills the unit info.'
  Reality: the form had no serial field; ?sn= was ignored.

  Fix: new _resolve_serial_info(serial) on the controller resolves
  the lot via stock.lot.search([('name','=',sn)]) and returns
  {serial, lot_id, product_id, product_name, category_id}. Both
  /repair (landing) and /repair/new pass it as serial_info template
  context. Templates show 'Recognized X (Serial: Y)' + auto-select
  the matching category in the dropdown. Hidden #fr_serial_number
  carries it through to /repair/submit, which attaches the lot_id +
  uses the QR category as fallback if user didn't pick one.
  Verified: ?sn=stella23-20040164 produces 'Pre-filled from QR scan:'
  banner + hidden input populated.

B5 (MEDIUM) - No upsell after submit
  Spec required an upsell - 'reduce future calls'. Page was a bare
  'Got it'.

  Fix: /repair/thanks now shows a 2-card layout:
    - 'Want to avoid this next time?' with 4 bullets (priority booking,
      free inspection cert, discounted parts, annual reminder) +
      'See our maintenance plans' CTA to /shop?category=maintenance
    - 'What happens next' 4-step bulleted explanation
  Verified: both cards render.

B6 (LOW) - SyntaxWarning '\-->' in repair_service_plan.py
  Made the module docstring a raw string (r''') so the ASCII flowchart
  arrows don't trigger Python's invalid-escape-sequence warning.

Bumped to 19.0.1.8.0.

Co-authored-by: Cursor <cursoragent@cursor.com>
This commit is contained in:
gsinghpal
2026-05-21 01:06:12 -04:00
parent b4b59cc3c9
commit 4f1b7c2df6
6 changed files with 418 additions and 29 deletions

View File

@@ -228,6 +228,25 @@ class RepairVisitReportWizard(models.TransientModel):
if not repair.x_fc_is_quote_only:
self._burn_service_plan_visit(repair)
# BUG-B1 fix: actually close the repair so the whole downstream chain
# (NPS cron, dashboard "done this month" stats, customer survey) fires.
# Leave open if requote needed - the office will re-quote and the tech
# will revisit. No-show or quote-only also stays open.
if (not self.requires_requote
and not self.no_show
and not repair.x_fc_is_quote_only
and not stub):
self._close_repair(repair)
elif self.no_show:
# No-show: drop back to draft for re-scheduling.
repair.message_post(body=Markup(_(
'Repair kept <b>open</b> due to no-show. Office to reschedule.'
)))
elif self.requires_requote:
repair.message_post(body=Markup(_(
'Repair kept <b>open</b> pending re-quote (variance flag).'
)))
# If a stub was spawned, open it directly so the tech can fill in details.
# Otherwise, if a certificate was issued, jump to it so the tech can print.
if stub:
@@ -287,6 +306,42 @@ class RepairVisitReportWizard(models.TransientModel):
'Replaced part serials captured:<br/><pre>%s</pre>'
)) % self.parts_serial_capture.strip())
def _close_repair(self, repair):
"""Drive the Odoo native state machine from draft -> done.
Odoo 19 sequence: draft -> action_validate (confirmed/under_repair)
-> action_repair_start (under_repair) -> action_repair_end (done).
Calls are guarded - silently re-runs only the missing steps.
"""
try:
if repair.state == 'draft':
# action_validate is the standard entry path; if the product is
# storable it expects reservations etc., so fall back to the
# simpler _action_repair_confirm() helper if validate refuses.
try:
repair.action_validate()
except Exception as e:
_logger.info(
'action_validate skipped for %s: %s; using internal confirm.',
repair.name, e,
)
repair._action_repair_confirm()
if repair.state == 'confirmed':
repair.action_repair_start()
if repair.state == 'under_repair':
repair.action_repair_end()
repair.message_post(body=Markup(_(
'Visit report submitted - repair closed by <b>%s</b>.'
)) % (self.technician_id.name or self.env.user.name))
except Exception as e:
_logger.exception(
'Visit report could not close repair %s automatically: %s',
repair.name, e,
)
repair.message_post(body=Markup(_(
'<b>Could not auto-close repair</b>: %s. Office must close manually.'
)) % str(e))
def _burn_service_plan_visit(self, repair):
"""M5: deduct one visit from the most-recently-active service plan
covering this repair. Quietly no-ops if the client has no plan."""