C1 duplicate-call detection
- Wizard computes duplicate_count + duplicate_repair_ids when partner is
picked (open repairs from the configurable window, default 14 days).
- Yellow banner with "Open Existing Repair" button to jump to the most
recent duplicate so CS can add a note instead of creating a new repair.
C5 outstanding-balance warning
- Wizard sums posted unpaid account.move.amount_residual across all
invoices of the partner.
- Red banner shown when balance >= fusion_repairs.outstanding_balance_threshold
(default $100) with a "View Invoices" button.
C6 quote-only mode
- New quote_only boolean on the wizard; passed through the shared intake
service. Skips dispatch-task creation for urgent/safety AND for catalogue
auto_schedule. Chatter note "Created in Quote Only mode" posted on the
resulting repair.order.
D2 skills filter on dispatch picker
- _pick_dispatch_technician(repair) prefers users whose x_fc_repair_skills
Many2many contains the repair's product category. Three-tier preference:
1) intake user if field staff AND has the skill
2) any active field-staff user with the skill
3) any active field-staff user (no skill filter) - last-resort
- Logs a warning + skips task creation if no field-staff user exists at all.
T1 Open in Maps on technician task
- action_open_in_maps() returns ir.actions.act_url to
https://www.google.com/maps?q=<URL-encoded address>. Deep-links into
Apple Maps / Google Maps native apps on iOS / Android, browser otherwise.
- Header button added on the fusion.technician.task form (after the
existing buttons) plus a "View Repair" button when x_fc_repair_order_id
is set.
Verified end-to-end on local westin-v19:
Existing repair: RO-202605-06
C1 duplicate_count = 5 (>=1 expected) - last duplicate: RO-202605-06
C5 balance check ran without error (target partner had $0)
C6 quote-only repair: RO-202605-07 tech_tasks = 0 (expected 0)
D2 picked the only stairlift-skilled field-staff user
T1 Maps URL: https://www.google.com/maps?q=15+Fisherman+Dr%2C+Brampton%2C+ON+L7A+1B7%2C+Canad...
Bumped to 19.0.1.1.0.
Co-authored-by: Cursor <cursoragent@cursor.com>
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>
