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Author SHA1 Message Date
gsinghpal
ebbadb3002 feat(fusion_repairs): Bundle 8 - rush service + emergency pricing + parts-ordered workflow 
The grumpy-old-customer-with-broken-stairlift scenario. Four real workflows
the office faces every week, with comms baked in so the client never has to
call back asking for status.

NEW MODELS
- fusion.repair.emergency.charge (rate card)
  Per (category, tier) rate with per_tech_multiplier; 5 tiers
  (same_day / next_day / after_hours / weekend / holiday). Each category
  can have its own rates - bed motors need 2 techs, stairlift is single.
  Seeded with realistic Westin rates: stairlift same-day $250, weekend
  $450; porch lift same-day $300; bed same-day $175 with 0.6 multiplier
  (2-tech jobs frequent); powerchair same-day $200.

- fusion.repair.part.order (procurement-facing record)
  One per distinct part the tech needs from the manufacturer. Carries
  description + OEM # + manufacturer + quantity + photos + notes.
  4-state lifecycle: draft -> ordered -> received -> fitted (or
  cancelled). On state transitions:
    draft -> ordered:  email client "ordered, expected by X"
    ordered -> received: email client "arrived, scheduling return visit"
                         + auto-create follow-up dispatch task when ALL
                         outstanding parts on the repair have arrived.

REPAIR.ORDER EXTENSIONS
- Rush fields: x_fc_rush_requested, x_fc_rush_tier,
  x_fc_rush_techs_required, x_fc_rush_surcharge (computed via rate card),
  x_fc_rush_acknowledged_at + x_fc_rush_acknowledged_by_id (audit trail
  proving CS got verbal OK before charging).
- Parts-awaiting fields: x_fc_parts_awaiting + x_fc_parts_eta_date +
  x_fc_part_order_ids One2many + x_fc_part_order_count.

- New methods:
  * action_acknowledge_rush() - one-click "client agreed" with audit.
  * action_squeeze_into_today() - picks the lightest-loaded skilled tech,
    finds their first free 1-hour slot between 9am-6pm, schedules the
    task in it, sends:
      1) live bus.bus push to the tech (sticky notification in their
         web client - so they see it MID-SHIFT)
      2) rush-alert email (force_send=True - this can't wait in the queue)
      3) chatter post on the tech task itself
    Validates against fusion_tasks' time-conflict rule by passing
    force_schedule via context (intake.service honours it).
  * action_view_part_orders() - smart button.

WIZARD EXTENSIONS
- repair.intake.wizard:
  New rush_requested + rush_tier + rush_techs_required + rush_acknowledged
  controls. Live rush_surcharge_preview compute shows CS the price in
  real-time as they change category / tier / tech count. Yellow alert
  reminds CS to read the price to the client BEFORE submitting.

- repair.visit.report.wizard:
  New outcome radio: completed / parts_needed / rescheduled.
  When outcome=parts_needed, needs_parts_line_ids One2many appears for
  the tech to capture each part (description, OEM, manufacturer, qty,
  lead days, notes, photos). On submit each line creates a
  fusion.repair.part.order, the repair flips to x_fc_parts_awaiting=True
  with an ETA, and the client gets the "we found the problem, here's the
  plan" email immediately.

INTAKE SERVICE
- _create_dispatch_task now honours force_schedule (date + time_start +
  time_end) via context so squeeze + auto-redispatch don't crash on
  fusion_tasks' time-window validator.
- _create_single_repair carries rush_requested/tier/techs through to
  the new repair fields.

MAIL TEMPLATES (4 new)
- email_template_rush_tech_alert: red 4px accent, address + phone + the
  $surcharge - what the tech needs to know mid-shift.
- email_template_repair_awaiting_parts: amber accent, "we found the
  problem, parts ordered, return visit ~ETA, no action needed".
- email_template_parts_ordered: blue, per-part confirmation.
- email_template_parts_received: green, "arrived, office will call to
  confirm visit".

UI / NAVIGATION
- Backend wizard: rush controls + live surcharge preview + verbal-OK alert.
- repair.order form: new Rush / Parts notebook tab with all the fields
  + linked part orders list. Two new header buttons (Squeeze into
  Today / Client Agreed to Rush Price). Two new search filters
  (Rush, Awaiting Parts).
- Part Order form: statusbar with the 4 transitions + Cancel; notes +
  photos notebook tabs; full chatter for audit.
- Menus: 'Parts to Order' under root; 'Emergency Surcharges' under
  Configuration.

SECURITY
- 8 new ACL entries (emergency_charge user/manager; part_order
  user/dispatcher/manager/technician; visit_report partline for office
  and field tech). Office sees parts but only managers can edit
  emergency rates.

Verified end-to-end on local westin-v19 - all 4 scenarios green:
  S1 Same-day rush stairlift -> $250 surcharge, ack stamped, squeeze
     assigned garry@ at first free 1h slot today, alert email queued,
     chatter posted.
  S2 Next-day priority bed -> $0 surcharge (no rate seeded for bed
     next_day - office can configure), 4 emails queued (client + office).
  S3 2-tech weekend stairlift -> $675 (450 base + 0.5x base for 2nd tech).
  S4 Parts-needed visit-report -> 2 PART-#### records created, repair
     awaiting_parts=True, ETA=2026-06-06, office activity scheduled,
     client email sent. Marking part ordered -> client mail. Marking
     all parts received -> auto-dispatch follow-up + client mail.

Bumped to 19.0.1.9.1.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-05-21 01:28:13 -04:00
gsinghpal
3a15164605 fix(fusion_repairs): Bundle 1 code-review fixes (H1-H5 + M1-M6) 
H1 Float -> Monetary for outstanding_balance
  Added currency_id companion field on the wizard so widget="monetary"
  renders properly. Currency defaults to env.company.currency_id.

H2 Maps URL address duplication
  fusion_tasks address_street often contains the full Google-Places-
  formatted address. Concatenating address_street + address_city + zip
  was producing "15 Fisherman Dr, Brampton, ON L7A 1B7, Canada, Brampton,
  L7A 1B7". Now uses the existing address_display field (fusion_tasks
  computes it correctly for both Google Places and manual entries), with
  a partner-based fallback that includes street, street2, city,
  state_id.name, zip, country_id.name.

H3 Banner copy hardcoded "14 days"
  Added duplicate_window_days compute field; banner now reads
  "in last <N> days" from the ir.config_parameter.

H4 Outstanding-balance multi-company + child_of direction
  - Dropped .sudo() (CS users already have access to their own company's
    invoices via standard groups + the Repairs Office rule)
  - Replaced child_of (which only walks descendants) with
    commercial_partner_id (the canonical Odoo "billed-to root" - covers
    child contacts AND walks up from a child if the caller IS a child)
  - Added ('company_id', 'in', env.companies.ids) filter to both the
    invoice search AND the duplicate-repair search so a CS rep in
    Westin Healthcare doesn't see NEXA Systems balances

H5 duplicate_count capped at 5 (false reassurance)
  Now uses search_count for the true total + search(limit=5) for the
  display list. Earlier verification showed count=5 was actually
  capped; running again shows 15 for the same partner.

M1 Function-level imports
  Moved urllib.parse.quote_plus and odoo.exceptions.UserError to module
  top in technician_task.py.

M2 Many2many 'in' with scalar
  Changed ('x_fc_repair_skills', 'in', category.id) to
  ('x_fc_repair_skills', 'in', [category.id]) - safer against future
  ORM tightening.

M4 C6 - added x_fc_is_quote_only field + filter + form indicator
  Boolean tracked field on repair.order (was previously discoverable
  only via chatter text). Indexed. Visible on the form's intake metadata
  row and filterable on the dashboard search view as "Quote Only".

M5 Account-move read perf
  Replaced Move.search() + Python sum with _read_group(
    aggregates=['amount_residual:sum', '__count']) - pushes the SUM to
  Postgres; O(1) record load vs O(N).

M6 Hide Maps button when no address
  Added invisible="not address_display and not partner_id" on the
  Open in Maps button so it doesn't appear on in-store tasks.

Plus the dispatch-task cutoff is now a datetime (was a date) so the
create_date >= cutoff comparison is type-correct.

Verified end-to-end on local westin-v19 after fixes:
  C1 count: 15 (was capped at 5)  window_days: 14
  C5 balance: 0.0  currency: CAD  warning: False (correct)
  C6 x_fc_is_quote_only: True  tech_tasks: 0 (urgent intake, NOT dispatched)
  T1 URL: https://www.google.com/maps?q=15+Fisherman+Dr%2C+Brampton%2C+ON+L7A+1B7%2C+Canada%2C+Unit+7
       (no duplicated city/zip)

Bumped to 19.0.1.1.1.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-05-20 23:34:34 -04:00
gsinghpal
194850e3cf feat(fusion_repairs): Bundle 1 - wizard polish (C1 + C5 + C6 + D2 + T1) 
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>
 2026-05-20 23:27:43 -04:00
gsinghpal
429084e0bf feat(fusion_repairs): Phase 1 MVP - backend intake wizard + core models 
Scaffolds the fusion_repairs module that extends Odoo 19 repair.order with
a guided medical-equipment intake workflow.

Models
- fusion.repair.product.category (8 medical equipment categories seeded)
- fusion.repair.intake.template / .question / .answer (7 templates,
  32 questions seeded across hospital bed, stairlift, porch lift,
  wheelchair, walker/rollator, mattress)
- fusion.repair.intake.service (AbstractModel) - single entry point used
  by backend wizard, sales rep portal, and public client portal so all
  three surfaces produce identical outcomes
- repair.order extensions (x_fc_intake_*, x_fc_third_party_equipment,
  x_fc_photo_ids, x_fc_urgency, x_fc_estimated/actual_cost, AI summary)
- fusion.technician.task back-link (x_fc_repair_order_id)
- res.partner service preferences (preferred tech, time window, access notes)
- res.users repair extensions (skills, cost rate, on-call rotation fields)
- res.config.settings for variance thresholds, portal URL, rate limit

UI
- Backend intake wizard with multi-equipment loop, third-party flag, photos
- repair.order form: Intake tab, Photos, Pricing tab, AI tab, smart buttons
  (technician tasks, intake answers, original SO)
- Kanban + list view urgency badges
- Fusion Repairs app menu (New Service Call, Repair Orders, Config)

Activities & Email
- 4 follow-up activity types (CS callback, tech dispatch, visit follow-up,
  manager review) with urgency-tiered deadlines
- 2 mail templates (client confirmation + office notification) with the
  same dark/light-safe styling as fusion_claims ADP templates

Security
- New res.groups.privilege + 3 groups (User, Dispatcher, Manager)
- Reuses fusion_tasks.group_field_technician (do NOT recreate)
- Reuses fusion_authorizer_portal.group_sales_rep_portal
- Multi-company global rule + technician scoping rule on repair.order

Verified end-to-end on local westin-v19 dev DB via odoo-shell - creates
multiple repairs in one session, auto-creates dispatch task for urgent,
attaches 4 activity types correctly per urgency tier and third-party flag.

Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-05-20 21:35:52 -04:00