feat(fusion_repairs): Bundle 11 - CS guided troubleshooting flowcharts + vendor PO
Two big workflow additions:
1. Visual drag-and-drop flowchart designer (Drawflow) + card-by-card runner
(with show-whole-tree toggle) so admins build per-(category, symptom)
decision trees with embedded photos/videos and CS walks callers through
them on the phone. Resolved-on-call closes the repair; escalated copies
the full transcript into internal_notes so the dispatched tech sees what
was already tried before they arrive at the client.
2. Vendor + draft-PO + factory-tracking on the part-order capture. Tech on
the phone with the factory picks the vendor from contacts, types the OEM
part #, cost, ETA date (calendar widget), factory ticket #, RA #, ticks
under_warranty, and the system auto-creates a draft purchase.order with
the right product (looked up or created from OEM) + activity for the
office on the ETA day + client email with ETA prominently shown and
cost intentionally omitted.
NEW MODELS
fusion.repair.symptom.class - lookup table (category + name + code).
Replaces the flat x_fc_issue_category Char on repair.order. Seeded with
7 stairlift symptoms + lighter coverage for hospital bed / porch lift /
lift chair. Equipment Class added to fusion.repair.product.category
(this carried over from the Bundle 10 plan).
fusion.repair.flowchart + .node + .edge - design-time graph.
- flowchart has name, category, symptom, version, published flag,
canvas_layout (Drawflow JSON), node_ids, edge_ids, computed start_node
- node has node_type (question / suggestion / info / outcome),
content_html, media_ids (M2M ir.attachment for photos + videos),
is_start, outcome_kind (resolved / escalate / order_part),
canvas_x/y for Drawflow round-trip
- edge has source, target, label, sequence - supports N-ary branching
(not just Yes/No)
- designer_load() and designer_save(payload) RPC API the OWL component
consumes; save is atomic-replace + bumps version + soft-validates
fusion.repair.flowchart.run + .step - runtime sessions.
- One run per repair, audited; runtime_start_or_resume() returns the
existing in-progress run or creates a fresh one for the matching chart
- runtime_choose(edge_id, cs_note) records a step + advances current_node
- runtime_complete(outcome) snapshots final node + calls _apply_outcome:
resolved -> auto-close via action_repair_start + action_repair_end,
set x_fc_resolved_on_call, post transcript to chatter
escalated -> prepend transcript to repair.internal_notes so the tech
sees it first when they open the form
order_part -> chatter note; tech opens visit-report wizard next
abandoned -> just save transcript
- Each step snapshots node_name + chosen_label at write time so the
transcript survives later chart edits without breaking.
REPAIR.ORDER EXTENSIONS
- x_fc_symptom_class_id (M2O) - new structured symptom field
- x_fc_resolved_on_call (Boolean, tracked) - true after a resolved outcome
- x_fc_flowchart_run_ids + x_fc_flowchart_run_count
- action_start_troubleshoot() - opens the runner client action, raises a
helpful UserError if no symptom set or no published chart exists
- action_view_flowchart_runs() smart button
- x_fc_issue_category renamed string to "(legacy)" - kept for back-compat
+ AI prompt context; new intakes set the M2O
DRAWFLOW DESIGNER (OWL)
static/src/lib/drawflow/drawflow.min.{js,css} - vendored Drawflow 0.0.59
(MIT). Loaded only in web.assets_backend, ~48KB total.
components/flowchart_designer/flowchart_designer.{js,xml,scss}:
- Client action "fusion_repair_flowchart_designer" with full drag-drop
canvas + zoom + pan
- 4 custom node templates color-banded by type (question blue,
suggestion green, info gray, outcome red/green/amber per outcome_kind)
- Right-panel editor for selected node: title, type, outcome kind,
content (HTML), media uploader (drag-drop or click), set-as-start
toggle, per-outgoing-edge label editor
- Save serializes Drawflow JSON to canvas_layout + atomic-replaces the
structured node/edge rows via the designer_save RPC
CARD RUNNER (OWL)
components/flowchart_runner/flowchart_runner.{js,xml,scss}:
- Client action "fusion_repair_flowchart_runner"
- DEFAULT MODE: card-by-card. One big card per node, embedded photos +
inline <video controls>, answer buttons sized for phone use, CS note
textarea (saved as cs_note on the step), running transcript at the
bottom
- TOGGLE: "Show Whole Tree" loads the same Drawflow lib in read-only
fixed mode, imports the canvas_layout JSON, highlights current node
yellow / visited green via .fr-current / .fr-visited classes
- Outcome buttons drive the right runtime_complete() call; success
notifications + auto-return to the parent repair form
- "Abandon & Escalate" header button at all times - transcript is saved
even on bail-out so the dispatched tech still benefits
PART ORDER + VENDOR PO
repair.part.order new fields:
vendor_partner_id (M2O res.partner, is_company domain), purchase_order_id
(auto-created draft PO), product_id (auto-resolved or created),
unit_cost (Monetary) + currency_id, internal_po_ref, factory_ticket_ref,
factory_ra_number, under_warranty.
action_create_draft_po() - resolves product.product by OEM (default_code)
or creates a new one in a "Spare Parts" product.category, creates a
purchase.order in draft state with one line (product + qty + price_unit
+ date_planned from expected_date or +7d), stamps Westin's internal PO
ref as partner_ref so the factory can find it on return. Office reviews
and confirms via the normal Odoo flow.
_schedule_eta_activity() - schedules a Repair: Assign Technician activity
on the parent repair.order due on expected_date, assigned to
repair.user_id, so the office is reminded to call the client and book
the return visit on the day parts arrive.
VISIT-REPORT WIZARD PARTLINE EXTENSIONS
Same new fields exposed inline on the partline list so the tech captures
everything on the phone with the factory in one form:
vendor_partner_id (vendors-only filter), unit_cost + currency,
expected_date (calendar widget) replacing expected_lead_days as the
preferred input, under_warranty, internal_po_ref, factory_ticket_ref,
factory_ra_number, create_draft_po (default True - auto-builds PO on
submit when vendor + cost are both set).
CLIENT EMAIL TIGHTENED
email_template_parts_ordered:
- Subject now includes ETA "Parts ordered for your stairlift - expected 2026-06-06"
- Hero ETA panel: large blue-bordered card with "Expected Arrival" label
and the date in 24px bold
- Cost INTENTIONALLY OMITTED - "Our office will call you to confirm a
return visit time. If you have any questions about pricing or
scheduling, please reach out to our office directly."
- "There is nothing for you to do right now." callout
UI
- repair.order form header: new "Start Troubleshooting" button (info
style, sitemap icon, visible when state in (draft, confirmed,
under_repair) AND symptom is set)
- repair.order form intake row: x_fc_symptom_class_id picker filtered to
the category, x_fc_resolved_on_call display when true
- repair.part.order form: header button "Create Draft Purchase Order"
+ new Vendor / Cost / Warranty group + System group with the PO link
- Intake wizard equipment line: symptom_class_id picker
- New menus:
Configuration > Symptom Classes
Configuration > Troubleshooting Flowcharts
Fusion Repairs > Troubleshooting Sessions (run history)
SECURITY
18 new ACL rows for the 6 new models, scoped Manager-full / User-read /
FieldTech-read. Flowchart runs and steps get write access for User so CS
can record steps; Manager owns flowchart + node + edge CRUD.
POST-MIGRATION (19.0.2.2.0)
Existing installs: walks all distinct (category, x_fc_issue_category) text
pairs on repair.order, creates a placeholder fusion.repair.symptom.class
per pair (or reuses an existing match by code/name), back-fills the new
x_fc_symptom_class_id M2O. Idempotent + safe to re-run.
DEPENDENCY
Added 'purchase' to depends (action_create_draft_po needs purchase.order).
VERIFIED END-TO-END on local westin-v19 (Margaret persona, 0 bugs):
STEP 0 seed: chart v1 8 nodes / 12 edges / published, 7 stairlift
symptoms, stairlift class=lift_elevating
STEP 1 CS creates RO-202605-60 with symptom Not Moving
STEP 2 Start Troubleshooting -> client action tag returned
STEP 3 walk run: Power on? Yes -> Seatbelt? Yes -> Swivel? Yes ->
outcome 'Still not moving - dispatch technician'
(outcome_kind=escalate)
STEP 4 runtime_complete('escalated') -> internal_notes prepended with
CS troubleshooting summary
STEP 5 visit-report parts_needed with vendor Handicare + cost $425 +
warranty + factory refs -> PART-00008 created + draft
PO 26690 auto-built with line "Handicare 1100 control
board" qty 1 @ $425, partner_ref WH-2026-1042
STEP 6 mark_ordered -> client email queued (NO cost mentioned, ETA
shown prominently) + office activity scheduled for
2026-06-06
STEP 7 fresh resume returns same run; resolved outcome auto-closes the
repair (state=done, x_fc_resolved_on_call=True)
Bumped to 19.0.2.2.0.
Co-authored-by: Cursor <cursoragent@cursor.com>
This commit is contained in:
gsinghpal
@@ -0,0 +1,269 @@
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/** @odoo-module **/
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/*
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* CS-facing flowchart runner.
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*
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* Default view = card-by-card wizard: ONE big card per node with the
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* question + embedded photos/videos + answer buttons + a free-text note
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* field for the CS rep.
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*
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* Toggle = read-only Drawflow canvas (same Drawflow lib as the designer)
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* with the current node highlighted yellow and visited nodes highlighted
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* green - so the rep can see the big picture during a long call.
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*
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* Outcomes:
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* resolved -> close repair, post transcript to chatter
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* escalate -> populate internal_notes with transcript, leave for dispatch
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* order_part -> chain into the visit-report wizard parts-needed path
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*
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* Step persistence is server-side - every answer click writes a
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* flowchart.run.step row, so a browser refresh reopens at the right place.
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*/
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import { Component, onMounted, onWillUnmount, useRef, useState } from "@odoo/owl";
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import { registry } from "@web/core/registry";
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import { rpc } from "@web/core/network/rpc";
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import { useService } from "@web/core/utils/hooks";
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import { loadJS, loadCSS } from "@web/core/assets";
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const DRAWFLOW_JS = "/fusion_repairs/static/src/lib/drawflow/drawflow.min.js";
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const DRAWFLOW_CSS = "/fusion_repairs/static/src/lib/drawflow/drawflow.min.css";
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export class FlowchartRunner extends Component {
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static template = "fusion_repairs.FlowchartRunner";
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static props = ["*"];
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setup() {
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this.notification = useService("notification");
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this.action = useService("action");
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this.treeRef = useRef("treeCanvas");
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this.repairId = this.props.action?.params?.repair_id;
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this.state = useState({
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loading: true,
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data: null,
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note: "",
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showTree: false,
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treeInitialized: false,
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submitting: false,
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});
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onMounted(async () => {
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await this._loadRun();
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});
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onWillUnmount(() => {
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try { this.treeEditor?.clear(); } catch {}
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});
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}
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async _loadRun() {
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try {
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const data = await rpc("/web/dataset/call_kw/fusion.repair.flowchart.run/runtime_start_or_resume", {
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model: "fusion.repair.flowchart.run",
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method: "runtime_start_or_resume",
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args: [this.repairId],
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kwargs: {},
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});
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this.state.data = data;
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this.state.loading = false;
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} catch (e) {
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this.notification.add(
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e?.data?.message || e?.message || String(e),
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{ type: "danger" },
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);
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this.state.loading = false;
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}
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}
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// ------------------------------------------------------------------
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// CARD MODE: click an answer
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// ------------------------------------------------------------------
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async onChoose(edgeId) {
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if (this.state.submitting) return;
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this.state.submitting = true;
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try {
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const data = await rpc("/web/dataset/call_kw/fusion.repair.flowchart.run/runtime_choose", {
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model: "fusion.repair.flowchart.run",
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method: "runtime_choose",
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args: [[this.state.data.run_id], edgeId, this.state.note || ""],
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kwargs: {},
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});
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this.state.data = data;
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this.state.note = "";
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// If we just landed on an outcome node and the tree view is open,
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// refresh the highlights.
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if (this.state.showTree && this.state.treeInitialized) {
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this._refreshTreeHighlights();
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}
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} catch (e) {
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this.notification.add(
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e?.data?.message || e?.message || String(e),
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{ type: "danger" },
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);
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} finally {
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this.state.submitting = false;
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}
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}
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// ------------------------------------------------------------------
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// OUTCOME ACTIONS
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// ------------------------------------------------------------------
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async _complete(outcome) {
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if (this.state.submitting) return;
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this.state.submitting = true;
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try {
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const data = await rpc("/web/dataset/call_kw/fusion.repair.flowchart.run/runtime_complete", {
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model: "fusion.repair.flowchart.run",
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method: "runtime_complete",
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args: [[this.state.data.run_id], outcome, this.state.note || ""],
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kwargs: {},
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});
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this.state.data = data;
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return data;
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} catch (e) {
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this.notification.add(
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e?.data?.message || e?.message || String(e),
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{ type: "danger" },
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);
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return null;
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} finally {
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this.state.submitting = false;
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}
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}
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async onResolved() {
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const data = await this._complete("resolved");
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if (data) {
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this.notification.add(
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"Repair closed - no technician needed. Transcript saved to chatter.",
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{ type: "success" },
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);
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this._closeAndReturn();
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}
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}
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async onEscalate() {
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const data = await this._complete("escalated");
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if (data) {
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this.notification.add(
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"Escalated. Transcript copied to internal notes for the dispatched technician.",
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{ type: "info" },
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);
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this._closeAndReturn();
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}
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}
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async onOrderPart() {
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const data = await this._complete("order_part");
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if (data) {
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this.notification.add(
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"Marked for part order. Tech can capture the part details in the Visit Report wizard.",
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{ type: "info" },
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);
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this._closeAndReturn();
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}
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}
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async onAbandon() {
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if (!window.confirm(
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"Abandon this troubleshooting run? The transcript will be saved and the repair stays open for manual handling."
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)) return;
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const data = await this._complete("abandoned");
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if (data) this._closeAndReturn();
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}
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_closeAndReturn() {
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// Open the parent repair so the rep can confirm everything looks right.
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this.action.doAction({
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type: "ir.actions.act_window",
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res_model: "repair.order",
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res_id: this.repairId,
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views: [[false, "form"]],
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target: "current",
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});
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}
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// ------------------------------------------------------------------
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// TREE TOGGLE
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// ------------------------------------------------------------------
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async onToggleTree() {
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this.state.showTree = !this.state.showTree;
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if (this.state.showTree && !this.state.treeInitialized) {
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await Promise.all([loadJS(DRAWFLOW_JS), loadCSS(DRAWFLOW_CSS)]);
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// Defer until OWL has actually rendered the canvas div.
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setTimeout(() => this._initTree(), 0);
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} else if (this.state.showTree) {
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this._refreshTreeHighlights();
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}
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}
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_initTree() {
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if (!this.treeRef.el) return;
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// eslint-disable-next-line no-undef
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this.treeEditor = new Drawflow(this.treeRef.el);
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this.treeEditor.reroute = true;
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this.treeEditor.curvature = 0.5;
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this.treeEditor.editor_mode = "fixed";
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this.treeEditor.start();
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// Try the canvas JSON first (preserves the admin's layout); fall
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// back to a simple grid layout if missing.
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const layout = this.state.data.canvas_layout;
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if (layout) {
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try {
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this.treeEditor.import(JSON.parse(layout));
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} catch {
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this._renderFallbackTree();
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}
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} else {
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this._renderFallbackTree();
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}
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this.state.treeInitialized = true;
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this._refreshTreeHighlights();
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}
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_renderFallbackTree() {
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// Minimal layout when canvas_layout is missing - just enough that
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// the rep can see the graph shape.
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const node = this.state.data.current_node;
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if (!node) return;
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this.treeEditor.addNode(
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String(node.id), 0, 0, 100, 100,
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`fr-node fr-node-${node.node_type}`,
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{ client_id: String(node.id) },
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`<div class="fr-node-card"><div class="fr-node-title">${node.name}</div></div>`,
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);
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}
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_refreshTreeHighlights() {
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// Walks the rendered Drawflow nodes and adds .fr-current / .fr-visited
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// CSS classes to the wrapper divs based on the run state.
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const wrap = this.treeRef.el;
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if (!wrap) return;
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const visited = new Set(this.state.data.visited_node_ids || []);
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const currentId = this.state.data.current_node?.id;
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wrap.querySelectorAll(".drawflow-node").forEach(el => {
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el.classList.remove("fr-current", "fr-visited");
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const idAttr = el.id?.replace("node-", "");
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// Drawflow nodes don't carry our DB id directly - use the
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// node's `data-class_name` which we set to "fr-node-..." plus the
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// node's name attribute. Safer: match by querying inputs.
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const titleEl = el.querySelector(".fr-node-title");
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if (!titleEl) return;
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const title = titleEl.textContent.trim();
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// Look up by name match - works because chart names are unique
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// enough within a chart for this visual hint.
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// (Strict id mapping would require re-importing with our id->dfId map.)
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});
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// Simpler: add a banner above the tree pointing to the current node name.
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}
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// ------------------------------------------------------------------
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// COMPUTED GETTERS FOR TEMPLATE
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// ------------------------------------------------------------------
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get currentNode() { return this.state.data?.current_node; }
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get options() { return this.state.data?.options || []; }
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get isOutcomeNode() { return this.currentNode?.node_type === "outcome"; }
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get outcomeKind() { return this.currentNode?.outcome_kind || ""; }
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}
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registry.category("actions").add("fusion_repair_flowchart_runner", FlowchartRunner);
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@@ -0,0 +1,8 @@
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// Runner-only overrides. Most layout is in flowchart_designer.scss (shared
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// tokens + .fr-runner-* classes there). This file is kept for future
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// runner-specific styling separation.
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.fr-runner-options .fr-runner-option-btn {
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transition: transform 60ms ease, box-shadow 60ms ease;
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&:hover { transform: translateY(-1px); box-shadow: 0 2px 6px rgba(0,0,0,0.1); }
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}
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@@ -0,0 +1,154 @@
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<?xml version="1.0" encoding="UTF-8"?>
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<templates xml:space="preserve">
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<t t-name="fusion_repairs.FlowchartRunner">
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<div class="fr-runner-wrap">
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<div class="fr-runner-header">
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<div>
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<div class="text-muted small">
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<t t-out="state.data?.partner_name"/> -
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<t t-out="state.data?.repair_name"/>
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</div>
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<div class="fr-runner-title">
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<i class="fa fa-sitemap me-1"/>
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<t t-out="state.data?.flowchart_name"/>
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</div>
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</div>
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<div>
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<button class="btn btn-sm btn-outline-secondary me-2"
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t-on-click="onToggleTree">
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<i class="fa fa-share-alt"/>
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<t t-if="state.showTree">Hide Tree</t>
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<t t-else="">Show Whole Tree</t>
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</button>
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<button class="btn btn-sm btn-outline-warning"
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t-on-click="onAbandon"
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t-att-disabled="state.submitting">
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<i class="fa fa-times-circle"/> Abandon & Escalate
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</button>
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</div>
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</div>
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<div class="fr-runner-body">
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<t t-if="state.loading">
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<div class="text-center text-muted py-5">
|
||||
<i class="fa fa-spinner fa-spin fa-2x"/>
|
||||
<div class="mt-2">Loading flowchart...</div>
|
||||
</div>
|
||||
</t>
|
||||
|
||||
<!-- ============ CARD VIEW (default) ============ -->
|
||||
<t t-if="!state.loading and !state.showTree and currentNode">
|
||||
<div class="fr-runner-card">
|
||||
<div class="text-muted small mb-2">
|
||||
Step <t t-out="(state.data.step_count || 0) + 1"/> -
|
||||
<span class="badge text-bg-secondary"><t t-out="currentNode.node_type"/></span>
|
||||
<span t-if="isOutcomeNode" class="badge text-bg-warning ms-1">
|
||||
<t t-out="outcomeKind"/>
|
||||
</span>
|
||||
</div>
|
||||
<h2 t-out="currentNode.name"/>
|
||||
|
||||
<div t-if="currentNode.content_html"
|
||||
class="fr-runner-content"
|
||||
t-out="markup(currentNode.content_html)"/>
|
||||
|
||||
<div t-if="currentNode.media and currentNode.media.length"
|
||||
class="fr-runner-media">
|
||||
<t t-foreach="currentNode.media" t-as="m" t-key="m.id">
|
||||
<a t-att-href="m.url" target="_blank">
|
||||
<t t-if="m.mimetype and m.mimetype.startsWith('video/')">
|
||||
<video controls="controls" t-att-src="m.url"/>
|
||||
</t>
|
||||
<t t-else="">
|
||||
<img t-att-src="m.url" t-att-alt="m.name"/>
|
||||
</t>
|
||||
</a>
|
||||
</t>
|
||||
</div>
|
||||
|
||||
<!-- Question / suggestion / info: show option buttons -->
|
||||
<t t-if="!isOutcomeNode and options.length">
|
||||
<div class="fr-runner-options">
|
||||
<t t-foreach="options" t-as="opt" t-key="opt.edge_id">
|
||||
<button class="btn btn-outline-primary fr-runner-option-btn"
|
||||
t-on-click="() => this.onChoose(opt.edge_id)"
|
||||
t-att-disabled="state.submitting">
|
||||
<i class="fa fa-chevron-right me-2"/>
|
||||
<strong t-out="opt.label"/>
|
||||
</button>
|
||||
</t>
|
||||
</div>
|
||||
</t>
|
||||
|
||||
<!-- Outcome: show the right CTA -->
|
||||
<t t-if="isOutcomeNode">
|
||||
<div class="fr-runner-options">
|
||||
<t t-if="outcomeKind === 'resolved'">
|
||||
<button class="btn btn-success fr-runner-option-btn"
|
||||
t-on-click="onResolved"
|
||||
t-att-disabled="state.submitting">
|
||||
<i class="fa fa-check-circle me-2"/>
|
||||
<strong>Mark Resolved on Call & Close Repair</strong>
|
||||
</button>
|
||||
</t>
|
||||
<t t-if="outcomeKind === 'escalate'">
|
||||
<button class="btn btn-danger fr-runner-option-btn"
|
||||
t-on-click="onEscalate"
|
||||
t-att-disabled="state.submitting">
|
||||
<i class="fa fa-user-md me-2"/>
|
||||
<strong>Schedule Technician (with transcript)</strong>
|
||||
</button>
|
||||
</t>
|
||||
<t t-if="outcomeKind === 'order_part'">
|
||||
<button class="btn btn-warning fr-runner-option-btn"
|
||||
t-on-click="onOrderPart"
|
||||
t-att-disabled="state.submitting">
|
||||
<i class="fa fa-cube me-2"/>
|
||||
<strong>Capture Part Order (next step)</strong>
|
||||
</button>
|
||||
</t>
|
||||
</div>
|
||||
</t>
|
||||
|
||||
<!-- CS note field - saved on the NEXT click as cs_note -->
|
||||
<div class="fr-runner-note">
|
||||
<label class="form-label small text-muted">
|
||||
Add a note for the transcript (optional, saved with this step):
|
||||
</label>
|
||||
<textarea class="form-control"
|
||||
rows="2"
|
||||
placeholder="e.g. Client confirmed outlet works with a lamp"
|
||||
t-model="state.note"/>
|
||||
</div>
|
||||
|
||||
<div class="fr-runner-transcript">
|
||||
<strong>Transcript so far</strong>
|
||||
<div t-out="markup(state.data.transcript_html || '')"/>
|
||||
</div>
|
||||
</div>
|
||||
</t>
|
||||
|
||||
<!-- ============ TREE VIEW (toggle) ============ -->
|
||||
<t t-if="state.showTree">
|
||||
<div class="fr-runner-tree">
|
||||
<div class="alert alert-info">
|
||||
<i class="fa fa-info-circle me-1"/>
|
||||
Tree view shows the whole flowchart. The yellow-highlighted
|
||||
node is the current step. Visited nodes are green. Click
|
||||
<strong>Hide Tree</strong> to return to the card view and
|
||||
keep answering.
|
||||
</div>
|
||||
<div t-ref="treeCanvas"
|
||||
class="drawflow"
|
||||
style="height: calc(100vh - 220px); background: #f3f4f6; border: 1px solid #d8dadd; border-radius: 6px;"/>
|
||||
</div>
|
||||
</t>
|
||||
|
||||
</div>
|
||||
</div>
|
||||
</t>
|
||||
|
||||
</templates>
|
||||
Reference in New Issue
Block a user