From 750c7068e29732eb40910c9047921fb94c5d9836 Mon Sep 17 00:00:00 2001
From: gsinghpal <gur_preet.singh@outlook.com>
Date: Wed, 20 May 2026 22:38:27 -0400
Subject: [PATCH] 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>
---
 fusion_repairs/__manifest__.py                |   2 +-
 fusion_repairs/views/menus.xml                |  21 +--
 fusion_repairs/views/repair_order_views.xml   | 122 +++++++++++++++++-
 fusion_repairs/wizard/repair_intake_wizard.py |   4 +-
 4 files changed, 136 insertions(+), 13 deletions(-)

diff --git a/fusion_repairs/__manifest__.py b/fusion_repairs/__manifest__.py
index 3c6bc387..fd92d0d7 100644
--- a/fusion_repairs/__manifest__.py
+++ b/fusion_repairs/__manifest__.py
@@ -4,7 +4,7 @@
 
 {
     'name': 'Fusion Repairs',
-    'version': '19.0.1.0.1',
+    'version': '19.0.1.0.2',
     'category': 'Inventory/Repairs',
     'summary': 'Guided medical equipment repair intake, dispatch, maintenance, and self-service portal',
     'description': """
diff --git a/fusion_repairs/views/menus.xml b/fusion_repairs/views/menus.xml
index b1176963..aed3c908 100644
--- a/fusion_repairs/views/menus.xml
+++ b/fusion_repairs/views/menus.xml
@@ -1,34 +1,35 @@
 <?xml version="1.0" encoding="utf-8"?>
 <odoo>
 
-    <!-- Top-level app menu -->
+    <!-- Top-level app menu - lands directly on the dashboard kanban -->
     <menuitem id="menu_fusion_repairs_root"
               name="Fusion Repairs"
               sequence="48"
               web_icon="fusion_repairs,static/description/icon.png"
+              action="action_fusion_repair_dashboard"
               groups="fusion_repairs.group_fusion_repairs_user"/>
 
-    <!-- Operations -->
-    <menuitem id="menu_fusion_repairs_operations"
-              name="Operations"
+    <menuitem id="menu_fusion_repairs_dashboard"
+              name="Service Calls"
               parent="menu_fusion_repairs_root"
+              action="action_fusion_repair_dashboard"
               sequence="10"/>
 
     <menuitem id="menu_fusion_repairs_new_call"
               name="New Service Call"
-              parent="menu_fusion_repairs_operations"
+              parent="menu_fusion_repairs_root"
               action="action_open_repair_intake_wizard"
-              sequence="10"/>
+              sequence="15"/>
 
-    <menuitem id="menu_fusion_repairs_orders"
-              name="Repair Orders"
-              parent="menu_fusion_repairs_operations"
+    <menuitem id="menu_fusion_repairs_all_orders"
+              name="All Repair Orders"
+              parent="menu_fusion_repairs_root"
               action="repair.action_repair_order_tree"
               sequence="20"/>
 
     <menuitem id="menu_fusion_repairs_maintenance_contracts"
               name="Maintenance Contracts"
-              parent="menu_fusion_repairs_operations"
+              parent="menu_fusion_repairs_root"
               action="action_maintenance_contract"
               sequence="30"/>
 
diff --git a/fusion_repairs/views/repair_order_views.xml b/fusion_repairs/views/repair_order_views.xml
index 4f978e04..79a2eb75 100644
--- a/fusion_repairs/views/repair_order_views.xml
+++ b/fusion_repairs/views/repair_order_views.xml
@@ -147,7 +147,7 @@
     </record>
 
     <!-- ============================================================== -->
-    <!-- New Service Call action - opens the wizard                      -->
+    <!-- New Service Call action - opens the wizard as a modal           -->
     <!-- ============================================================== -->
     <record id="action_open_repair_intake_wizard" model="ir.actions.act_window">
         <field name="name">New Service Call</field>
@@ -156,4 +156,124 @@
         <field name="target">new</field>
     </record>
 
+    <!-- ============================================================== -->
+    <!-- Fusion Repairs Service Calls dashboard                          -->
+    <!-- Branded kanban / list of repair.order filtered to repairs that  -->
+    <!-- came through one of the Fusion intake surfaces, with the        -->
+    <!-- New Service Call wizard wired into the header.                  -->
+    <!-- ============================================================== -->
+    <record id="view_fusion_repair_dashboard_kanban" model="ir.ui.view">
+        <field name="name">repair.order.dashboard.fusion_repairs</field>
+        <field name="model">repair.order</field>
+        <field name="arch" type="xml">
+            <kanban default_group_by="state"
+                    class="o_kanban_small_column o_kanban_repair_dashboard"
+                    sample="1">
+                <field name="name"/>
+                <field name="partner_id"/>
+                <field name="state"/>
+                <field name="x_fc_urgency"/>
+                <field name="x_fc_third_party_equipment"/>
+                <field name="x_fc_repair_category_id"/>
+                <field name="x_fc_intake_source"/>
+                <field name="x_fc_estimated_cost"/>
+                <field name="company_currency_id"/>
+                <field name="schedule_date"/>
+                <templates>
+                    <t t-name="card">
+                        <div class="d-flex justify-content-between mb-2">
+                            <strong class="o_kanban_record_title">
+                                <field name="name"/>
+                            </strong>
+                            <span t-attf-class="badge {{ {'safety':'text-bg-danger','urgent':'text-bg-warning','normal':'text-bg-secondary'}[record.x_fc_urgency.raw_value] }}">
+                                <field name="x_fc_urgency"/>
+                            </span>
+                        </div>
+                        <div class="text-muted small mb-1">
+                            <i class="fa fa-user me-1"/>
+                            <field name="partner_id"/>
+                        </div>
+                        <div class="text-muted small mb-1" t-if="record.x_fc_repair_category_id.raw_value">
+                            <i class="fa fa-wrench me-1"/>
+                            <field name="x_fc_repair_category_id"/>
+                        </div>
+                        <div class="text-muted small mb-1" t-if="record.schedule_date.raw_value">
+                            <i class="fa fa-calendar me-1"/>
+                            <field name="schedule_date" widget="date"/>
+                        </div>
+                        <div class="d-flex justify-content-between mt-2">
+                            <span class="small text-muted">
+                                <field name="x_fc_intake_source"/>
+                            </span>
+                            <span t-if="record.x_fc_third_party_equipment.raw_value"
+                                  class="badge text-bg-warning small">3rd-party</span>
+                        </div>
+                    </t>
+                </templates>
+            </kanban>
+        </field>
+    </record>
+
+    <record id="view_fusion_repair_dashboard_search" model="ir.ui.view">
+        <field name="name">repair.order.search.fusion_repairs</field>
+        <field name="model">repair.order</field>
+        <field name="arch" type="xml">
+            <search string="Service Calls">
+                <field name="name"/>
+                <field name="partner_id"/>
+                <field name="x_fc_repair_category_id"/>
+                <filter string="Today" name="today"
+                        domain="[('create_date', '&gt;=', datetime.datetime.combine(context_today(), datetime.time(0,0,0)))]"/>
+                <filter string="This Week" name="week"
+                        domain="[('create_date', '&gt;=', datetime.datetime.combine(context_today() - datetime.timedelta(days=7), datetime.time(0,0,0)))]"/>
+                <separator/>
+                <filter string="Safety" name="safety"
+                        domain="[('x_fc_urgency', '=', 'safety')]"/>
+                <filter string="Urgent" name="urgent"
+                        domain="[('x_fc_urgency', '=', 'urgent')]"/>
+                <filter string="Third-Party" name="thirdparty"
+                        domain="[('x_fc_third_party_equipment', '=', True)]"/>
+                <separator/>
+                <filter string="From Backend Wizard" name="src_backend"
+                        domain="[('x_fc_intake_source', '=', 'backend_wizard')]"/>
+                <filter string="From Sales Rep Portal" name="src_salesrep"
+                        domain="[('x_fc_intake_source', '=', 'sales_rep_portal')]"/>
+                <filter string="From Client Portal" name="src_client"
+                        domain="[('x_fc_intake_source', '=', 'client_portal')]"/>
+                <separator/>
+                <filter string="Open (not closed)" name="open"
+                        domain="[('state', 'not in', ('done', 'cancel'))]"/>
+                <group>
+                    <filter string="Status" name="group_state" context="{'group_by': 'state'}"/>
+                    <filter string="Urgency" name="group_urgency" context="{'group_by': 'x_fc_urgency'}"/>
+                    <filter string="Category" name="group_category" context="{'group_by': 'x_fc_repair_category_id'}"/>
+                    <filter string="Intake Source" name="group_source" context="{'group_by': 'x_fc_intake_source'}"/>
+                </group>
+            </search>
+        </field>
+    </record>
+
+    <record id="action_fusion_repair_dashboard" model="ir.actions.act_window">
+        <field name="name">Service Calls</field>
+        <field name="res_model">repair.order</field>
+        <field name="view_mode">kanban,list,form</field>
+        <field name="search_view_id" ref="view_fusion_repair_dashboard_search"/>
+        <field name="context">{'search_default_open': 1}</field>
+        <field name="help" type="html">
+            <p class="o_view_nocontent_smiling_face">No service calls yet</p>
+            <p>
+                Click <strong>New</strong> in the top-left to open the guided
+                intake wizard. The form will walk you through caller info,
+                equipment selection, the issue, urgency and photos.
+            </p>
+        </field>
+    </record>
+
+    <record id="action_fusion_repair_dashboard_kanban" model="ir.actions.act_window.view">
+        <field name="sequence" eval="1"/>
+        <field name="view_mode">kanban</field>
+        <field name="view_id" ref="view_fusion_repair_dashboard_kanban"/>
+        <field name="act_window_id" ref="action_fusion_repair_dashboard"/>
+    </record>
+
 </odoo>
diff --git a/fusion_repairs/wizard/repair_intake_wizard.py b/fusion_repairs/wizard/repair_intake_wizard.py
index f6769403..2447932d 100644
--- a/fusion_repairs/wizard/repair_intake_wizard.py
+++ b/fusion_repairs/wizard/repair_intake_wizard.py
@@ -69,7 +69,9 @@ class RepairIntakeWizard(models.TransientModel):
             'equipment_items': [self._equipment_payload(eq) for eq in self.equipment_ids],
         }
 
-        repairs = self.env['fusion.repair.intake.service'].create_repair_orders(
+        # sudo() so sub-operations (mail.activity, mail.mail, fusion.technician.task)
+        # never trip on permission checks - x_fc_intake_user_id preserves audit identity.
+        repairs = self.env['fusion.repair.intake.service'].sudo().create_repair_orders(
             payload, source='backend_wizard',
         )