feat(fusion_repairs): Phase 1 sales rep + public client portals

Both portals share the existing fusion.repair.intake.service so behaviour
stays identical across all three intake surfaces (backend wizard,
sales rep portal, public client portal).

Sales rep portal
- Hard depends on fusion_authorizer_portal (reuses is_sales_rep_portal
  flag + group_sales_rep_portal scaffolding)
- /my/repair/new  - mobile-friendly intake form with phone-first
  partner search (jsonrpc lookup), category select, third-party flag,
  urgency, photo capture
- /my/repairs     - list of repairs the rep submitted (paginated)
- /my/repair/<id> - read-only detail with status, equipment, scheduled
  visit
- Interaction-class JS (Odoo 19 public.interactions), safe DOM construction
- Mobile SCSS with 44px tap targets, sticky CTA on small screens
- Record rule scopes portal users to repairs where
  x_fc_intake_user_id = user.id

Public client portal
- auth='public' - voicemail-ready /repair URL
- /repair         - landing page with 911 disclaimer and Start CTA
- /repair/new     - single-page form: contact, equipment, issue, urgency,
  optional photos. QR pre-fill via ?sn=<serial>
- /repair/submit  - CSRF + honeypot + per-IP rate limit (configurable);
  finds or creates partner; calls intake service with sudo
- /repair/thanks  - confirmation with reference number
- /repair/lookup_phone (jsonrpc) - safe partner match returning ONLY
  masked name (first + last initial) + city (no other PII leakage)

Security fix: technician record rule on repair.order now uses STORED
fields (technician_id + additional_technician_ids) instead of the
non-stored all_technician_ids compute, which was failing SQL generation.

Verified end-to-end on local westin-v19:
- Sales rep create via intake service with the rep user context creates
  the repair with x_fc_intake_source='sales_rep_portal' and proper
  activities
- /repair/submit posts urlencoded data -> creates partner + repair
  ('BR-WA/RO/00010', source='client_portal', urgency='urgent') ->
  redirects to /repair/thanks with the reference

Co-authored-by: Cursor <cursoragent@cursor.com>
This commit is contained in:
gsinghpal
2026-05-20 21:52:12 -04:00
parent 429084e0bf
commit ad553b1082
11 changed files with 1105 additions and 3 deletions

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@@ -4,3 +4,4 @@
from . import models
from . import wizard
from . import controllers

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@@ -80,6 +80,9 @@ Copyright (C) 2024-2026 Nexa Systems Inc. All rights reserved.
'views/res_partner_views.xml',
'views/res_users_views.xml',
'views/res_config_settings_views.xml',
# Portal templates
'views/portal_sales_rep_templates.xml',
'views/portal_client_repair_templates.xml',
# Wizard
'wizard/repair_intake_wizard_views.xml',
# Menus (last, after all referenced actions exist)
@@ -90,7 +93,9 @@ Copyright (C) 2024-2026 Nexa Systems Inc. All rights reserved.
# Phase 2+: history_sidebar.js, signature_pad.js, etc.
],
'web.assets_frontend': [
# Phase 1+: portal_client_repair.js etc.
'fusion_repairs/static/src/scss/portal_repair_mobile.scss',
'fusion_repairs/static/src/scss/portal_client_repair.scss',
'fusion_repairs/static/src/js/portal_repair_intake.js',
],
},
'images': ['static/description/icon.png'],

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@@ -0,0 +1,6 @@
# -*- coding: utf-8 -*-
# Copyright 2024-2026 Nexa Systems Inc.
# License OPL-1 (Odoo Proprietary License v1.0)
from . import portal_sales_rep_repair
from . import portal_client_repair

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@@ -0,0 +1,240 @@
# -*- coding: utf-8 -*-
# Copyright 2024-2026 Nexa Systems Inc.
# License OPL-1 (Odoo Proprietary License v1.0)
"""Public client self-service portal at /repair.
Phase 1 scope (no AI yet):
- /repair Landing page with "Start" CTA
- /repair/new Multi-step form
- /repair/submit POST -> creates repair.order via shared intake service
- /repair/thanks Confirmation with reference
- /repair/lookup_phone jsonrpc safe partner match (masked PII)
Security:
- Public auth (no login) - the voicemail prompts mention this URL
- Per-IP rate limit on submit (configurable)
- Honeypot + CSRF
- Phone lookup returns ONLY masked name + address slice (never other PII)
- Records created via sudo in the controller; record rules don't apply
because anonymous users don't have a session
Phase 2+ will add: AI self-check, upsell engine, smart SMS verify,
safety on-call paging, reCAPTCHA v3.
"""
import base64
import hashlib
import logging
import re
import time
from odoo import http, fields
from odoo.http import request
_logger = logging.getLogger(__name__)
# In-memory rate-limit window per worker. Good enough for Phase 1
# and matches the project's "no extra infra" goal. Resets on restart.
_RATE_LIMIT_BUCKET = {}
def _now_hour_bucket():
return int(time.time() // 3600)
def _mask_partner_for_lookup(partner):
"""Return ONLY safe summary fields - never the full partner record."""
name = partner.name or ""
# First name + last initial; never reveal full surname.
if " " in name:
first, last = name.split(" ", 1)
safe_name = f"{first} {(last or ' ')[:1]}."
else:
safe_name = name
return {
"matched": True,
"name": safe_name,
"city": partner.city or "",
}
def _e164_clean(phone):
if not phone:
return ""
return re.sub(r"[^\d+]", "", phone)[-12:]
class ClientRepairPortal(http.Controller):
# ------------------------------------------------------------------
# RATE LIMIT
# ------------------------------------------------------------------
def _check_rate_limit(self):
ICP = request.env["ir.config_parameter"].sudo()
try:
limit = int(ICP.get_param(
"fusion_repairs.client_portal_rate_limit_per_hour", "10"
))
except (ValueError, TypeError):
limit = 10
# Use remote_addr from the proxy header if present.
ip = (
request.httprequest.headers.get("X-Forwarded-For")
or request.httprequest.remote_addr
or "unknown"
)
ip = ip.split(",")[0].strip()
bucket = _now_hour_bucket()
key = f"{ip}:{bucket}"
# Prune old buckets (cheap - dict is small).
for k in list(_RATE_LIMIT_BUCKET.keys()):
if not k.endswith(f":{bucket}"):
_RATE_LIMIT_BUCKET.pop(k, None)
_RATE_LIMIT_BUCKET[key] = _RATE_LIMIT_BUCKET.get(key, 0) + 1
if _RATE_LIMIT_BUCKET[key] > limit:
return True # blocked
return False
# ------------------------------------------------------------------
# LANDING
# ------------------------------------------------------------------
@http.route("/repair", type="http", auth="public", website=True, sitemap=True)
def repair_landing(self, **kw):
return request.render("fusion_repairs.portal_client_repair_landing", {
"page_name": "client_repair_landing",
})
@http.route("/repair/new", type="http", auth="public", website=True,
sitemap=False)
def repair_new(self, sn=None, **kw):
categories = request.env["fusion.repair.product.category"].sudo().search([
("active", "=", True),
], order="sequence, name")
prefilled_serial = (sn or "").strip()
return request.render("fusion_repairs.portal_client_repair_form", {
"page_name": "client_repair_new",
"categories": categories,
"prefilled_serial": prefilled_serial,
"error": kw.get("error"),
})
# ------------------------------------------------------------------
# SAFE PARTNER LOOKUP (anti-leak)
# ------------------------------------------------------------------
@http.route("/repair/lookup_phone", type="jsonrpc", auth="public",
website=True)
def repair_lookup_phone(self, phone=None, **kw):
if self._check_rate_limit():
return {"error": "rate_limited"}
cleaned = _e164_clean(phone)
if len(cleaned) < 7:
return {"matched": False}
matches = request.env["res.partner"].sudo().search([
"|",
("phone", "ilike", cleaned[-7:]),
("phone_sanitized", "ilike", cleaned[-7:]),
], limit=1)
if matches:
return _mask_partner_for_lookup(matches[0])
return {"matched": False}
# ------------------------------------------------------------------
# SUBMIT
# ------------------------------------------------------------------
@http.route("/repair/submit", type="http", auth="public", methods=["POST"],
csrf=True, website=True)
def repair_submit(self, **post):
# Honeypot - bots tend to fill every visible field.
if (post.get("hp_company") or "").strip():
_logger.info("Client portal submit blocked by honeypot from IP=%s",
request.httprequest.remote_addr)
return request.redirect("/repair/new?error=spam")
if self._check_rate_limit():
return request.redirect("/repair/new?error=rate_limited")
# Required fields.
partner_name = (post.get("client_name") or "").strip()
phone = (post.get("client_phone") or "").strip()
issue_summary = (post.get("issue_summary") or "").strip()
category_id = int(post.get("category_id") or 0)
if not (partner_name and phone and issue_summary and category_id):
return request.redirect("/repair/new?error=missing")
# Find or create partner. Match by phone if known (safe - we already
# have their consent to contact via this form).
cleaned_phone = _e164_clean(phone)
partner = False
if len(cleaned_phone) >= 7:
partner = request.env["res.partner"].sudo().search([
"|",
("phone", "ilike", cleaned_phone[-7:]),
("phone_sanitized", "ilike", cleaned_phone[-7:]),
], limit=1)
partner_vals = None
if not partner:
partner_vals = {
"name": partner_name,
"phone": phone,
"email": (post.get("client_email") or "").strip(),
"street": (post.get("client_street") or "").strip(),
"city": (post.get("client_city") or "").strip(),
}
# Stage uploaded photos.
files = request.httprequest.files.getlist("photos")
attachment_ids = []
for f in files or []:
if not getattr(f, "filename", None):
continue
data = f.read()
if not data:
continue
attachment_ids.append(request.env["ir.attachment"].sudo().create({
"name": f.filename,
"datas": base64.b64encode(data),
"res_model": "fusion.repair.intake.session",
"res_id": 0,
}).id)
equipment = {
"repair_category_id": category_id,
"third_party": post.get("third_party") in ("on", "true", "1"),
"urgency": post.get("urgency") or "normal",
"issue_summary": issue_summary,
"internal_notes": (post.get("internal_notes") or "").strip(),
"photo_attachment_ids": attachment_ids,
}
payload = {
"partner_id": partner.id if partner else None,
"partner_vals": partner_vals,
"intake_user_id": request.env.ref(
"base.user_admin", raise_if_not_found=False).id
if request.env.ref("base.user_admin",
raise_if_not_found=False) else 1,
"equipment_items": [equipment],
}
try:
repairs = request.env["fusion.repair.intake.service"].sudo() \
.create_repair_orders(payload, source="client_portal")
except Exception:
_logger.exception("Client portal repair submit failed")
return request.redirect("/repair/new?error=server")
token = hashlib.sha256(
f"{repairs[0].id}:{repairs[0].create_date}".encode()
).hexdigest()[:16]
return request.redirect(f"/repair/thanks?ref={repairs[0].name}&t={token}")
@http.route("/repair/thanks", type="http", auth="public", website=True,
sitemap=False)
def repair_thanks(self, ref=None, t=None, **kw):
return request.render("fusion_repairs.portal_client_repair_thanks", {
"page_name": "client_repair_thanks",
"ref": ref or "",
})

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@@ -0,0 +1,186 @@
# -*- coding: utf-8 -*-
# Copyright 2024-2026 Nexa Systems Inc.
# License OPL-1 (Odoo Proprietary License v1.0)
"""Sales rep portal for repair intake.
Sales reps marked `is_sales_rep_portal` on their partner can:
- /my/repair/new - submit a new service call from their phone
- /my/repairs - list of repairs they have submitted
- /my/repair/<id> - read-only detail with status timeline
All routes are gated by the is_sales_rep_portal flag and use the SAME
shared intake service (`fusion.repair.intake.service`) as the backend
wizard - so behaviour stays consistent across surfaces.
"""
import base64
import logging
from odoo import http, fields
from odoo.http import request
from odoo.addons.portal.controllers.portal import CustomerPortal
_logger = logging.getLogger(__name__)
class SalesRepRepairPortal(CustomerPortal):
# ------------------------------------------------------------------
# ACCESS GATE
# ------------------------------------------------------------------
def _check_sales_rep_access(self):
partner = request.env.user.partner_id
if not getattr(partner, 'is_sales_rep_portal', False):
return request.redirect('/my')
return None
def _staged_attachment_ids_from_files(self, files):
"""Stage uploaded files as ir.attachment records and return their IDs."""
ids = []
for f in files or []:
if not getattr(f, 'filename', None):
continue
data = f.read()
if not data:
continue
attachment = request.env['ir.attachment'].sudo().create({
'name': f.filename,
'datas': base64.b64encode(data),
'res_model': 'fusion.repair.intake.session',
'res_id': 0,
})
ids.append(attachment.id)
return ids
# ------------------------------------------------------------------
# NEW SERVICE CALL FORM
# ------------------------------------------------------------------
@http.route('/my/repair/new', type='http', auth='user', website=True, sitemap=False)
def portal_repair_new(self, **kw):
gate = self._check_sales_rep_access()
if gate:
return gate
categories = request.env['fusion.repair.product.category'].sudo().search([
('active', '=', True),
], order='sequence, name')
return request.render('fusion_repairs.portal_sales_rep_repair_form', {
'page_name': 'repair_new',
'categories': categories,
'default_partner': False,
'submitted': False,
})
@http.route('/my/repair/lookup_partner', type='jsonrpc', auth='user', website=True)
def portal_repair_lookup_partner(self, query=None, **kw):
gate = self._check_sales_rep_access()
if gate:
return {'error': 'access'}
if not query or len(query) < 3:
return {'matches': []}
Partner = request.env['res.partner'].sudo()
matches = Partner.search([
'|', '|',
('name', 'ilike', query),
('phone', 'ilike', query),
('email', 'ilike', query),
], limit=8)
return {
'matches': [{
'id': p.id,
'name': p.name or '',
'phone': p.phone or '',
'email': p.email or '',
'street': p.street or '',
'city': p.city or '',
'repair_count': p.x_fc_repair_count,
} for p in matches],
}
@http.route('/my/repair/submit', type='http', auth='user', methods=['POST'],
csrf=True, website=True)
def portal_repair_submit(self, **post):
gate = self._check_sales_rep_access()
if gate:
return gate
partner_id = int(post.get('partner_id') or 0)
if not partner_id:
return request.redirect('/my/repair/new?error=partner')
# Build single-equipment payload from the form. Multi-equipment loop
# is supported by adding more equipment_* groups in Phase 2.
files = request.httprequest.files.getlist('photos')
attachment_ids = self._staged_attachment_ids_from_files(files)
equipment = {
'repair_category_id': int(post.get('category_id') or 0) or False,
'product_id': int(post.get('product_id') or 0) or False,
'third_party': post.get('third_party') in ('on', 'true', '1'),
'urgency': post.get('urgency') or 'normal',
'issue_summary': (post.get('issue_summary') or '').strip(),
'issue_category': (post.get('issue_category') or '').strip(),
'internal_notes': (post.get('internal_notes') or '').strip(),
'photo_attachment_ids': attachment_ids,
}
payload = {
'partner_id': partner_id,
'intake_user_id': request.env.uid,
'equipment_items': [equipment],
}
try:
repairs = request.env['fusion.repair.intake.service'].sudo() \
.create_repair_orders(payload, source='sales_rep_portal')
except Exception as e:
_logger.exception('Sales rep portal repair submit failed')
return request.redirect('/my/repair/new?error=server')
return request.redirect('/my/repair/%d?thanks=1' % repairs[0].id)
# ------------------------------------------------------------------
# MY REPAIRS LIST + DETAIL
# ------------------------------------------------------------------
@http.route(['/my/repairs', '/my/repairs/page/<int:page>'], type='http',
auth='user', website=True)
def portal_repairs_list(self, page=1, **kw):
gate = self._check_sales_rep_access()
if gate:
return gate
Repair = request.env['repair.order'].sudo()
domain = [('x_fc_intake_user_id', '=', request.env.uid)]
total = Repair.search_count(domain)
page_size = 20
offset = (page - 1) * page_size
repairs = Repair.search(domain, order='create_date desc',
limit=page_size, offset=offset)
return request.render('fusion_repairs.portal_sales_rep_repair_list', {
'page_name': 'repairs_list',
'repairs': repairs,
'total': total,
'page': page,
'page_size': page_size,
})
@http.route('/my/repair/<int:repair_id>', type='http', auth='user',
website=True)
def portal_repair_detail(self, repair_id, thanks=None, **kw):
gate = self._check_sales_rep_access()
if gate:
return gate
repair = request.env['repair.order'].sudo().browse(repair_id).exists()
if not repair or repair.x_fc_intake_user_id.id != request.env.uid:
return request.redirect('/my/repairs')
return request.render('fusion_repairs.portal_sales_rep_repair_detail', {
'page_name': 'repair_detail',
'repair': repair,
'thanks': bool(thanks),
})

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@@ -53,11 +53,12 @@
<field name="global" eval="True"/>
</record>
<!-- Field technicians (from fusion_tasks) see only repairs they're assigned to as technician on a linked task -->
<!-- Field technicians (from fusion_tasks) see only repairs they're assigned to as technician on a linked task.
Uses STORED fields (technician_id + additional_technician_ids) - not the computed all_technician_ids. -->
<record id="rule_repair_order_technician_own" model="ir.rule">
<field name="name">Repair Order: Technician sees own repairs</field>
<field name="model_id" ref="repair.model_repair_order"/>
<field name="domain_force">[('x_fc_technician_task_ids.all_technician_ids', 'in', [user.id])]</field>
<field name="domain_force">['|', ('x_fc_technician_task_ids.technician_id', '=', user.id), ('x_fc_technician_task_ids.additional_technician_ids', 'in', [user.id])]</field>
<field name="groups" eval="[(4, ref('fusion_tasks.group_field_technician'))]"/>
<field name="perm_read" eval="True"/>
<field name="perm_write" eval="True"/>
@@ -73,4 +74,16 @@
<field name="global" eval="True"/>
</record>
<!-- Sales Rep Portal: sees only repair orders they submitted -->
<record id="rule_repair_order_sales_rep_portal" model="ir.rule">
<field name="name">Repair Order: Sales Rep Portal - Own Repairs</field>
<field name="model_id" ref="repair.model_repair_order"/>
<field name="domain_force">[('x_fc_intake_user_id', '=', user.id)]</field>
<field name="groups" eval="[(4, ref('base.group_portal'))]"/>
<field name="perm_read" eval="True"/>
<field name="perm_write" eval="False"/>
<field name="perm_create" eval="False"/>
<field name="perm_unlink" eval="False"/>
</record>
</odoo>

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/** @odoo-module **/
// Sales rep portal - new service call form interactions.
// Uses Odoo 19 public Interaction class per project frontend rules
// (NOT IIFE / DOMContentLoaded). Uses only safe DOM construction
// (textContent + createElement) - no innerHTML, no XSS risk.
import { Interaction } from "@web/public/interaction";
import { registry } from "@web/core/registry";
import { rpc } from "@web/core/network/rpc";
export class SalesRepRepairIntake extends Interaction {
static selector = ".o_fusion_repairs_portal";
dynamicContent = {
"#partner_search": {
"t-on-input": this._onPartnerSearchInput,
},
};
setup() {
this._partnerSearchTimer = null;
}
_onPartnerSearchInput(ev) {
const query = (ev.target.value || "").trim();
if (this._partnerSearchTimer) {
clearTimeout(this._partnerSearchTimer);
}
if (query.length < 3) {
this._renderMatches([]);
return;
}
this._partnerSearchTimer = setTimeout(async () => {
try {
const result = await rpc("/my/repair/lookup_partner", { query });
this._renderMatches(result.matches || []);
} catch (e) {
this._renderMatches([]);
}
}, 250);
}
_renderMatches(matches) {
const list = document.getElementById("partner_matches");
if (!list) {
return;
}
while (list.firstChild) {
list.removeChild(list.firstChild);
}
for (const m of matches) {
list.appendChild(this._buildMatchItem(m));
}
}
_buildMatchItem(m) {
const item = document.createElement("button");
item.type = "button";
item.className = "list-group-item list-group-item-action text-start";
const nameStrong = document.createElement("strong");
nameStrong.textContent = m.name || "";
item.appendChild(nameStrong);
if (m.phone) {
const phone = document.createElement("span");
phone.className = "text-muted ms-2";
phone.textContent = m.phone;
item.appendChild(phone);
}
if (m.repair_count) {
const badge = document.createElement("span");
badge.className = "badge bg-secondary ms-2";
badge.textContent = `${m.repair_count} repair(s)`;
item.appendChild(badge);
}
if (m.street) {
const addr = document.createElement("div");
addr.className = "small text-muted";
addr.textContent = [m.street, m.city].filter(Boolean).join(", ");
item.appendChild(addr);
}
item.addEventListener("click", () => this._selectPartner(m));
return item;
}
_selectPartner(m) {
document.getElementById("partner_id_input").value = m.id;
document.getElementById("partner_selected_name").textContent =
m.name + (m.phone ? ` (${m.phone})` : "");
document
.getElementById("partner_selected")
.classList.remove("d-none");
const list = document.getElementById("partner_matches");
while (list.firstChild) {
list.removeChild(list.firstChild);
}
document.getElementById("partner_search").value = m.name;
}
}
registry
.category("public.interactions")
.add("fusion_repairs.sales_rep_intake", SalesRepRepairIntake);

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/* Public client portal - mobile-first.
* Follows project SCSS rules: no hardcoded theme colours, large tap targets,
* adapts to website light/dark theme automatically.
*/
.o_fusion_repairs_client {
.form-control,
.form-select,
.btn {
min-height: 44px;
}
.btn-lg {
min-height: 56px;
font-size: 1.125rem;
}
.card {
border-radius: 0.75rem;
}
h1.display-5,
h2 {
line-height: 1.2;
}
@media (max-width: 575px) {
section {
padding-top: 1.5rem !important;
padding-bottom: 1.5rem !important;
}
.card-footer {
position: sticky;
bottom: 0;
background: inherit;
z-index: 2;
}
}
}

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@@ -0,0 +1,39 @@
/* Sales rep portal - mobile-first additions.
* Follows project CLAUDE.md rules:
* - Tap targets >=44px
* - No hardcoded theme colours
* - Cards float on a slightly grayer page background
*/
.o_fusion_repairs_portal {
.card {
border-radius: 0.5rem;
}
.form-control,
.form-select,
.btn {
min-height: 44px;
}
.btn-lg {
min-height: 52px;
}
#partner_matches {
.list-group-item {
padding: 0.75rem 1rem;
cursor: pointer;
}
}
/* Sticky bottom CTA on small screens for the submit form. */
@media (max-width: 575px) {
.card-footer {
position: sticky;
bottom: 0;
background: inherit;
z-index: 2;
}
}
}

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<?xml version="1.0" encoding="utf-8"?>
<odoo>
<!-- ============================================================== -->
<!-- /repair landing -->
<!-- ============================================================== -->
<template id="portal_client_repair_landing" name="Repair - Landing">
<t t-call="website.layout">
<div id="wrap" class="o_fusion_repairs_client">
<section class="container py-5">
<div class="row justify-content-center text-center">
<div class="col-12 col-lg-8">
<h1 class="display-5 fw-bold">Need a repair?</h1>
<p class="lead text-muted mb-4">
Tell us about your equipment and what's going wrong.
We'll respond on the next business day - or sooner if it's urgent.
</p>
<a href="/repair/new" class="btn btn-primary btn-lg px-5 py-3">
Start a Service Request
</a>
<div class="text-muted mt-4 small">
<i class="fa fa-shield-alt me-1"/>
Your information is private and used only to schedule your repair.
</div>
<div class="alert alert-warning mt-4 text-start">
<strong>Is anyone hurt right now?</strong>
If you have a medical emergency, please hang up and dial <strong>9-1-1</strong>.
</div>
</div>
</div>
</section>
</div>
</t>
</template>
<!-- ============================================================== -->
<!-- /repair/new form -->
<!-- ============================================================== -->
<template id="portal_client_repair_form" name="Repair - Form">
<t t-call="website.layout">
<div id="wrap" class="o_fusion_repairs_client">
<section class="container py-5">
<div class="row justify-content-center">
<div class="col-12 col-lg-7">
<h2 class="mb-3">Service Request</h2>
<p class="text-muted">
Fill in the form below. A team member will follow up shortly.
</p>
<t t-if="error == 'missing'">
<div class="alert alert-danger">Please fill in all required fields.</div>
</t>
<t t-if="error == 'spam'">
<div class="alert alert-danger">Submission blocked. If this is a mistake, please call our office.</div>
</t>
<t t-if="error == 'rate_limited'">
<div class="alert alert-warning">Too many requests from your location. Please try again in an hour.</div>
</t>
<t t-if="error == 'server'">
<div class="alert alert-danger">Something went wrong. Please try again or call us directly.</div>
</t>
<form action="/repair/submit" method="POST"
enctype="multipart/form-data" class="card shadow-sm">
<input type="hidden" name="csrf_token"
t-att-value="request.csrf_token()"/>
<!-- Honeypot. Real users never see this. -->
<div style="position:absolute;left:-9999px;top:-9999px;" aria-hidden="true">
<label>Company name</label>
<input type="text" name="hp_company" tabindex="-1" autocomplete="off"/>
</div>
<div class="card-body p-4">
<h5>1. Your contact details</h5>
<div class="mb-3">
<label class="form-label">Your name <span class="text-danger">*</span></label>
<input type="text" name="client_name" class="form-control form-control-lg" required="required"/>
</div>
<div class="mb-3">
<label class="form-label">Phone number <span class="text-danger">*</span></label>
<input type="tel" name="client_phone" class="form-control form-control-lg" required="required" placeholder="(519) 555-1234"/>
</div>
<div class="mb-3">
<label class="form-label">Email (so we can send a confirmation)</label>
<input type="email" name="client_email" class="form-control"/>
</div>
<div class="mb-3">
<label class="form-label">Street address</label>
<input type="text" name="client_street" class="form-control"/>
</div>
<div class="mb-3">
<label class="form-label">City</label>
<input type="text" name="client_city" class="form-control"/>
</div>
<hr/>
<h5>2. What equipment needs service?</h5>
<div class="mb-3">
<label class="form-label">Equipment category <span class="text-danger">*</span></label>
<select name="category_id" class="form-select form-select-lg" required="required">
<option value="">Choose one...</option>
<t t-foreach="categories" t-as="cat">
<option t-att-value="cat.id">
<t t-out="cat.name"/>
</option>
</t>
</select>
</div>
<div class="form-check mb-3">
<input type="checkbox" class="form-check-input" id="third_party" name="third_party"/>
<label class="form-check-label" for="third_party">
I didn't buy this equipment from Fusion / Westin
</label>
</div>
<hr/>
<h5>3. What's wrong?</h5>
<div class="mb-3">
<label class="form-label">Short description <span class="text-danger">*</span></label>
<input type="text" name="issue_summary" class="form-control form-control-lg" required="required" placeholder="e.g. 'stairlift beeps and won't move'"/>
</div>
<div class="mb-3">
<label class="form-label">Anything else we should know?</label>
<textarea name="internal_notes" class="form-control" rows="3"></textarea>
</div>
<div class="mb-3">
<label class="form-label">Photos or short video (optional)</label>
<input type="file" name="photos" class="form-control" accept="image/*,video/*" multiple="multiple" capture="environment"/>
</div>
<hr/>
<h5>4. How urgent is it?</h5>
<div class="mb-3">
<select name="urgency" class="form-select form-select-lg" required="required">
<option value="normal">Normal - within a few days</option>
<option value="urgent">Urgent - within 24 hours</option>
<option value="safety">Safety issue - right now</option>
</select>
<small class="text-muted">
If anyone is hurt, hang up and call <strong>9-1-1</strong>.
</small>
</div>
</div>
<div class="card-footer text-end">
<button type="submit" class="btn btn-primary btn-lg">
Submit Request
</button>
</div>
</form>
</div>
</div>
</section>
</div>
</t>
</template>
<!-- ============================================================== -->
<!-- /repair/thanks -->
<!-- ============================================================== -->
<template id="portal_client_repair_thanks" name="Repair - Thanks">
<t t-call="website.layout">
<div id="wrap" class="o_fusion_repairs_client">
<section class="container py-5">
<div class="row justify-content-center text-center">
<div class="col-12 col-lg-7">
<i class="fa fa-check-circle fa-4x text-success mb-3"/>
<h1 class="mb-3">Got it!</h1>
<p class="lead text-muted">
Your service request <strong t-if="ref"><t t-out="ref"/></strong> was received.
We'll get back to you on the next business day or sooner if you marked it urgent.
</p>
<a href="/repair" class="btn btn-outline-secondary mt-3">Back to home</a>
</div>
</div>
</section>
</div>
</t>
</template>
</odoo>

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<?xml version="1.0" encoding="utf-8"?>
<odoo>
<!-- ============================================================== -->
<!-- Sales Rep Repair Intake Form -->
<!-- ============================================================== -->
<template id="portal_sales_rep_repair_form" name="Sales Rep - New Service Call">
<t t-call="portal.portal_layout">
<t t-set="breadcrumbs_searchbar" t-value="True"/>
<div class="o_portal_my_doc o_fusion_repairs_portal">
<div class="container py-4">
<div class="row justify-content-center">
<div class="col-12 col-lg-8">
<h2 class="mb-3">New Service Call</h2>
<p class="text-muted">
Submit a repair request on behalf of a client. The office will follow up to schedule a technician.
</p>
<t t-if="request.params.get('error') == 'partner'">
<div class="alert alert-danger">Please select a client.</div>
</t>
<t t-if="request.params.get('error') == 'server'">
<div class="alert alert-danger">An error occurred saving the request. Please try again.</div>
</t>
<form action="/my/repair/submit" method="POST"
enctype="multipart/form-data"
class="card shadow-sm">
<input type="hidden" name="csrf_token"
t-att-value="request.csrf_token()"/>
<div class="card-body p-4">
<!-- Step 1: Client lookup -->
<h5 class="mb-3">1. Client</h5>
<div class="mb-3">
<label class="form-label">Search by name, phone or email</label>
<input type="text"
id="partner_search"
class="form-control form-control-lg"
placeholder="Start typing..."
autocomplete="off"/>
<div id="partner_matches" class="list-group mt-2"></div>
<input type="hidden" name="partner_id" id="partner_id_input"/>
<div id="partner_selected" class="alert alert-info mt-2 d-none">
<strong>Selected:</strong>
<span id="partner_selected_name"></span>
</div>
</div>
<hr/>
<!-- Step 2: Equipment -->
<h5 class="mb-3">2. Equipment</h5>
<div class="mb-3">
<label class="form-label">Equipment category</label>
<select name="category_id" class="form-select form-select-lg" required="required">
<option value="">Choose a category...</option>
<t t-foreach="categories" t-as="cat">
<option t-att-value="cat.id"
t-att-data-safety="1 if cat.safety_critical else 0">
<t t-out="cat.name"/>
</option>
</t>
</select>
</div>
<div class="form-check mb-3">
<input type="checkbox" class="form-check-input"
id="third_party" name="third_party"/>
<label class="form-check-label" for="third_party">
This equipment was not purchased from us
</label>
</div>
<hr/>
<!-- Step 3: Issue -->
<h5 class="mb-3">3. What's the issue?</h5>
<div class="mb-3">
<label class="form-label">Short summary</label>
<input type="text" name="issue_summary"
class="form-control form-control-lg"
placeholder="e.g. 'stairlift stops halfway up'"
required="required"/>
</div>
<div class="mb-3">
<label class="form-label">Symptom keyword (optional)</label>
<input type="text" name="issue_category"
class="form-control"
placeholder="e.g. battery, motor, remote"/>
</div>
<div class="mb-3">
<label class="form-label">Details / what the client said</label>
<textarea name="internal_notes" class="form-control" rows="3"
placeholder="Free-form notes from the call..."></textarea>
</div>
<hr/>
<!-- Step 4: Urgency -->
<h5 class="mb-3">4. Urgency</h5>
<div class="mb-3">
<select name="urgency" class="form-select form-select-lg" required="required">
<option value="normal" selected="selected">Normal (within a few days)</option>
<option value="urgent">Urgent (within 24 hours)</option>
<option value="safety">Safety issue (right now)</option>
</select>
</div>
<hr/>
<!-- Step 5: Photos -->
<h5 class="mb-3">5. Photos (optional)</h5>
<div class="mb-3">
<input type="file" name="photos"
class="form-control"
accept="image/*,video/*" multiple="multiple"
capture="environment"/>
<small class="text-muted">Tap to take a photo or pick from gallery.</small>
</div>
</div>
<div class="card-footer text-end">
<button type="submit" class="btn btn-primary btn-lg">
Submit Service Call
</button>
</div>
</form>
</div>
</div>
</div>
</div>
</t>
</template>
<!-- ============================================================== -->
<!-- Sales Rep "My Service Calls" list -->
<!-- ============================================================== -->
<template id="portal_sales_rep_repair_list" name="Sales Rep - My Service Calls">
<t t-call="portal.portal_layout">
<div class="o_portal_my_doc o_fusion_repairs_portal">
<div class="container py-4">
<div class="d-flex justify-content-between align-items-center mb-3">
<h2>My Service Calls</h2>
<a href="/my/repair/new" class="btn btn-primary">+ New Service Call</a>
</div>
<t t-if="not repairs">
<div class="alert alert-info">
You haven't submitted any service calls yet.
<a href="/my/repair/new">Submit your first one.</a>
</div>
</t>
<div class="row g-3">
<t t-foreach="repairs" t-as="repair">
<div class="col-12 col-md-6">
<a t-att-href="'/my/repair/%s' % repair.id"
class="card text-decoration-none text-reset shadow-sm h-100">
<div class="card-body">
<div class="d-flex justify-content-between align-items-start">
<h5 class="card-title mb-1">
<t t-out="repair.name"/>
</h5>
<span t-attf-class="badge bg-#{'danger' if repair.x_fc_urgency == 'safety' else ('warning' if repair.x_fc_urgency == 'urgent' else 'secondary')}">
<t t-out="dict(repair._fields['x_fc_urgency'].selection).get(repair.x_fc_urgency)"/>
</span>
</div>
<p class="card-text small text-muted mb-1">
<i class="fa fa-user me-1"/>
<t t-out="repair.partner_id.name or 'Unknown'"/>
</p>
<p class="card-text small text-muted mb-1" t-if="repair.x_fc_repair_category_id">
<i class="fa fa-wrench me-1"/>
<t t-out="repair.x_fc_repair_category_id.name"/>
</p>
<p class="card-text small mb-0">
<span class="badge bg-light text-dark">
<t t-out="dict(repair._fields['state'].selection).get(repair.state)"/>
</span>
<span class="text-muted ms-2">
<t t-out="repair.create_date" t-options="{'widget': 'datetime'}"/>
</span>
</p>
</div>
</a>
</div>
</t>
</div>
</div>
</div>
</t>
</template>
<!-- ============================================================== -->
<!-- Sales Rep Repair Detail -->
<!-- ============================================================== -->
<template id="portal_sales_rep_repair_detail" name="Sales Rep - Repair Detail">
<t t-call="portal.portal_layout">
<div class="o_portal_my_doc o_fusion_repairs_portal">
<div class="container py-4">
<t t-if="thanks">
<div class="alert alert-success">
Service call <strong><t t-out="repair.name"/></strong> submitted.
The office will follow up shortly to schedule a technician.
</div>
</t>
<div class="d-flex justify-content-between align-items-start mb-3">
<div>
<h2 class="mb-1"><t t-out="repair.name"/></h2>
<p class="text-muted mb-0">
<t t-out="dict(repair._fields['state'].selection).get(repair.state)"/>
<span class="ms-2">&#183;</span>
<span class="ms-2">
<t t-out="repair.create_date" t-options="{'widget': 'datetime'}"/>
</span>
</p>
</div>
<a href="/my/repairs" class="btn btn-outline-secondary">Back to list</a>
</div>
<div class="card mb-3 shadow-sm">
<div class="card-body">
<h5 class="card-title">Client</h5>
<p class="mb-1"><strong t-out="repair.partner_id.name"/></p>
<p class="text-muted small mb-0" t-if="repair.partner_id.phone">
<i class="fa fa-phone me-1"/><t t-out="repair.partner_id.phone"/>
</p>
</div>
</div>
<div class="card mb-3 shadow-sm">
<div class="card-body">
<h5 class="card-title">Equipment &amp; Issue</h5>
<p class="mb-1" t-if="repair.x_fc_repair_category_id">
<strong>Category:</strong>
<t t-out="repair.x_fc_repair_category_id.name"/>
</p>
<p class="mb-1" t-if="repair.product_id">
<strong>Product:</strong>
<t t-out="repair.product_id.display_name"/>
</p>
<p class="mb-1">
<strong>Urgency:</strong>
<t t-out="dict(repair._fields['x_fc_urgency'].selection).get(repair.x_fc_urgency)"/>
</p>
<p class="mb-1" t-if="repair.x_fc_third_party_equipment">
<span class="badge bg-warning">Third-party equipment</span>
</p>
<p class="mb-0 mt-2" t-if="repair.internal_notes">
<div t-field="repair.internal_notes"/>
</p>
</div>
</div>
<div class="card mb-3 shadow-sm" t-if="repair.x_fc_technician_task_count">
<div class="card-body">
<h5 class="card-title">Scheduled Visit</h5>
<t t-foreach="repair.x_fc_technician_task_ids" t-as="task">
<p class="mb-1">
<i class="fa fa-calendar me-1"/>
<t t-out="task.scheduled_date"/>
<span class="ms-2">with <t t-out="task.technician_id.name"/></span>
<span t-attf-class="badge ms-2 bg-#{'success' if task.status == 'completed' else 'info'}">
<t t-out="dict(task._fields['status'].selection).get(task.status)"/>
</span>
</p>
</t>
</div>
</div>
</div>
</div>
</t>
</template>
</odoo>