fix(fusion_repairs): activity-create access error + dashboard landing
Two complaints from the first hands-on test: 1) Submit button raised "Access Error (Document type: Activity, Operation: create)" - the wizard called the intake service WITHOUT sudo so the mail.activity records the service schedules tripped on the activity ACL (admin's group chain does not auto-grant activity create on repair.order without sudo). Both portal controllers already sudo'd; the wizard now does too. x_fc_intake_user_id preserves audit identity regardless. Verified end-to-end as gsingh@westinhealthcare.com (admin): Created: BR-WA/RO/00025 Activities: 2 Source: backend_wizard Intake user: gsingh@westinhealthcare.com 2) "Real dashboard with dedicated pages would have been nice" - the main menu opened the wizard directly as a modal. Restructured so the menu lands on a proper kanban dashboard of service calls, matching the standard Odoo app pattern: Fusion Repairs (app icon) - Service Calls <- dashboard kanban (default landing) - New Service Call <- wizard (still a modal, accessed from menu OR kanban's New button) - All Repair Orders <- native Odoo repair list (full backend) - Maintenance Contracts - Configuration - Equipment Categories / Intake Templates / Service Catalogue / Repair Warranties New view_fusion_repair_dashboard_kanban shows urgency badges (red / amber / grey), category, scheduled date, intake source pill, and a 3rd-party warning. Default group_by=state. New view_fusion_repair_dashboard_search adds quick filters: Today, This Week, Safety/Urgent, Third-Party, Open, plus per-source filters and Group By (Status / Urgency / Category / Intake Source). Wizard remains target='new' (modal) so submitting drops the user back to the kanban they came from with the new repair visible. Bumped version to 19.0.1.0.2 to bust the asset bundle hash. Co-authored-by: Cursor <cursoragent@cursor.com>
This commit is contained in:
gsinghpal
@@ -4,7 +4,7 @@
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{
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'name': 'Fusion Repairs',
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'version': '19.0.1.0.1',
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'version': '19.0.1.0.2',
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'category': 'Inventory/Repairs',
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'summary': 'Guided medical equipment repair intake, dispatch, maintenance, and self-service portal',
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'description': """
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@@ -1,34 +1,35 @@
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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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<!-- Top-level app menu - lands directly on the dashboard kanban -->
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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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action="action_fusion_repair_dashboard"
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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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<menuitem id="menu_fusion_repairs_dashboard"
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name="Service Calls"
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parent="menu_fusion_repairs_root"
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action="action_fusion_repair_dashboard"
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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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parent="menu_fusion_repairs_root"
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action="action_open_repair_intake_wizard"
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sequence="10"/>
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sequence="15"/>
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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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<menuitem id="menu_fusion_repairs_all_orders"
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name="All Repair Orders"
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parent="menu_fusion_repairs_root"
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action="repair.action_repair_order_tree"
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sequence="20"/>
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<menuitem id="menu_fusion_repairs_maintenance_contracts"
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name="Maintenance Contracts"
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parent="menu_fusion_repairs_operations"
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parent="menu_fusion_repairs_root"
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action="action_maintenance_contract"
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sequence="30"/>
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@@ -147,7 +147,7 @@
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</record>
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<!-- ============================================================== -->
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<!-- New Service Call action - opens the wizard -->
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<!-- New Service Call action - opens the wizard as a modal -->
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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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@@ -156,4 +156,124 @@
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<field name="target">new</field>
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</record>
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<!-- ============================================================== -->
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<!-- Fusion Repairs Service Calls dashboard -->
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<!-- Branded kanban / list of repair.order filtered to repairs that -->
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<!-- came through one of the Fusion intake surfaces, with the -->
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<!-- New Service Call wizard wired into the header. -->
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<!-- ============================================================== -->
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<record id="view_fusion_repair_dashboard_kanban" model="ir.ui.view">
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<field name="name">repair.order.dashboard.fusion_repairs</field>
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<field name="model">repair.order</field>
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<field name="arch" type="xml">
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<kanban default_group_by="state"
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class="o_kanban_small_column o_kanban_repair_dashboard"
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sample="1">
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<field name="name"/>
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<field name="partner_id"/>
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<field name="state"/>
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<field name="x_fc_urgency"/>
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<field name="x_fc_third_party_equipment"/>
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<field name="x_fc_repair_category_id"/>
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<field name="x_fc_intake_source"/>
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<field name="x_fc_estimated_cost"/>
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<field name="company_currency_id"/>
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<field name="schedule_date"/>
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<templates>
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<t t-name="card">
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<div class="d-flex justify-content-between mb-2">
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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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<span t-attf-class="badge {{ {'safety':'text-bg-danger','urgent':'text-bg-warning','normal':'text-bg-secondary'}[record.x_fc_urgency.raw_value] }}">
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<field name="x_fc_urgency"/>
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</span>
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</div>
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<div class="text-muted small mb-1">
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<i class="fa fa-user me-1"/>
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<field name="partner_id"/>
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</div>
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<div class="text-muted small mb-1" t-if="record.x_fc_repair_category_id.raw_value">
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<i class="fa fa-wrench me-1"/>
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<field name="x_fc_repair_category_id"/>
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</div>
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<div class="text-muted small mb-1" t-if="record.schedule_date.raw_value">
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<i class="fa fa-calendar me-1"/>
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<field name="schedule_date" widget="date"/>
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</div>
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<div class="d-flex justify-content-between mt-2">
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<span class="small text-muted">
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<field name="x_fc_intake_source"/>
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</span>
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<span t-if="record.x_fc_third_party_equipment.raw_value"
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class="badge text-bg-warning small">3rd-party</span>
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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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<record id="view_fusion_repair_dashboard_search" model="ir.ui.view">
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<field name="name">repair.order.search.fusion_repairs</field>
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<field name="model">repair.order</field>
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<field name="arch" type="xml">
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<search string="Service Calls">
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<field name="name"/>
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<field name="partner_id"/>
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<field name="x_fc_repair_category_id"/>
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<filter string="Today" name="today"
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domain="[('create_date', '>=', datetime.datetime.combine(context_today(), datetime.time(0,0,0)))]"/>
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<filter string="This Week" name="week"
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domain="[('create_date', '>=', datetime.datetime.combine(context_today() - datetime.timedelta(days=7), datetime.time(0,0,0)))]"/>
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<separator/>
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<filter string="Safety" name="safety"
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domain="[('x_fc_urgency', '=', 'safety')]"/>
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<filter string="Urgent" name="urgent"
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domain="[('x_fc_urgency', '=', 'urgent')]"/>
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<filter string="Third-Party" name="thirdparty"
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domain="[('x_fc_third_party_equipment', '=', True)]"/>
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<separator/>
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<filter string="From Backend Wizard" name="src_backend"
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domain="[('x_fc_intake_source', '=', 'backend_wizard')]"/>
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<filter string="From Sales Rep Portal" name="src_salesrep"
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domain="[('x_fc_intake_source', '=', 'sales_rep_portal')]"/>
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<filter string="From Client Portal" name="src_client"
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domain="[('x_fc_intake_source', '=', 'client_portal')]"/>
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<separator/>
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<filter string="Open (not closed)" name="open"
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domain="[('state', 'not in', ('done', 'cancel'))]"/>
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<group>
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<filter string="Status" name="group_state" context="{'group_by': 'state'}"/>
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<filter string="Urgency" name="group_urgency" context="{'group_by': 'x_fc_urgency'}"/>
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<filter string="Category" name="group_category" context="{'group_by': 'x_fc_repair_category_id'}"/>
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<filter string="Intake Source" name="group_source" context="{'group_by': 'x_fc_intake_source'}"/>
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</group>
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</search>
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</field>
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</record>
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<record id="action_fusion_repair_dashboard" model="ir.actions.act_window">
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<field name="name">Service Calls</field>
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<field name="res_model">repair.order</field>
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<field name="view_mode">kanban,list,form</field>
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<field name="search_view_id" ref="view_fusion_repair_dashboard_search"/>
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<field name="context">{'search_default_open': 1}</field>
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<field name="help" type="html">
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<p class="o_view_nocontent_smiling_face">No service calls yet</p>
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<p>
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Click <strong>New</strong> in the top-left to open the guided
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intake wizard. The form will walk you through caller info,
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equipment selection, the issue, urgency and photos.
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</p>
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</field>
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</record>
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<record id="action_fusion_repair_dashboard_kanban" model="ir.actions.act_window.view">
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<field name="sequence" eval="1"/>
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<field name="view_mode">kanban</field>
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<field name="view_id" ref="view_fusion_repair_dashboard_kanban"/>
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<field name="act_window_id" ref="action_fusion_repair_dashboard"/>
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</record>
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</odoo>
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@@ -69,7 +69,9 @@ class RepairIntakeWizard(models.TransientModel):
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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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# sudo() so sub-operations (mail.activity, mail.mail, fusion.technician.task)
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# never trip on permission checks - x_fc_intake_user_id preserves audit identity.
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repairs = self.env['fusion.repair.intake.service'].sudo().create_repair_orders(
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payload, source='backend_wizard',
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)
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