Commit Graph

5 Commits

Author SHA1 Message Date
gsinghpal
44e5b391f9 fix(fusion_repairs): admin sees app + add placeholder icon
Two related issues that hid the Fusion Repairs app from the Apps menu
for admin users:

1. Custom security groups don't auto-include admin

   The Repairs User / Dispatcher / Manager groups are new custom groups.
   Having base.group_user or base.group_system on its own does NOT grant
   membership in custom child groups - implied chains only flow one way
   (child -> parent). Admin therefore had no Repairs groups, so the
   top-level "Fusion Repairs" menu (gated on group_fusion_repairs_user)
   was hidden from them.

   Fix: extend base.group_system with implied_ids that include
   group_fusion_repairs_manager. Manager already implies Dispatcher
   implies User, so admin (= base.group_system) now automatically gets
   the whole chain on install / upgrade with no manual user editing.

   Verified via odoo-shell:
     admin.has_group('fusion_repairs.group_fusion_repairs_user')       == True
     admin.has_group('fusion_repairs.group_fusion_repairs_dispatcher') == True
     admin.has_group('fusion_repairs.group_fusion_repairs_manager')    == True
     menu_fusion_repairs_root._filter_visible_menus()                 == ir.ui.menu(2735,)

2. Missing static/description/icon.png

   The manifest referenced fusion_repairs,static/description/icon.png
   via web_icon on the top-level menu but the file did not exist. Odoo
   handles missing icons gracefully but the apps list ends up rendering
   without a tile graphic. Copied fusion_tasks/static/description/icon.png
   as a placeholder; replace with a custom asset whenever desired.

   Verified: /fusion_repairs/static/description/icon.png returns
   HTTP 200 with 43989 bytes after restart.

Bumped manifest version to 19.0.1.0.1 to bust the asset bundle hash so
clients pick up the new icon without a manual cache clear.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-05-20 22:31:38 -04:00
gsinghpal
73ee48e7c9 feat(fusion_repairs): Phase 3 - maintenance contracts + client self-booking
Maintenance contracts
- New fusion.repair.maintenance.contract model: one per partner +
  product + lot. Fields: interval_months, last_service_date,
  next_due_date, state, booking_token (secrets.token_urlsafe),
  last_reminder_band (30 / 7 / 1), booking_repair_id
- roll_next_due_date() advances the cycle by interval_months and resets
  the band / booked-repair so the next cycle starts fresh
- sale.order._spawn_maintenance_contracts() creates contracts for
  delivered SOs whose product has x_fc_maintenance_interval_months > 0
  (called from Phase 3 hooks; ready for cron / on-state change wiring)

Reminder cron
- Daily ir.cron at 07:00 -> cron_send_due_reminders()
- Sends email at 30 / 7 / 1 day bands before next_due_date; tracks
  last_reminder_band so we never re-send the same band in one cycle
- Master toggle via ir.config_parameter fusion_repairs.enable_email_notifications

Public client booking portal
- /repairs/maintenance/book/<token>  GET landing page with a date input
- /repairs/maintenance/book/<token>/confirm  POST creates a repair.order
  via contract.create_repair_from_booking() (source='client_portal')
- Idempotent: existing booking shows "already booked" instead of
  spawning a duplicate
- Invalid / expired tokens render a friendly "link not valid" page

Mail template
- email_template_maintenance_due_reminder with 4px green accent bar,
  600px max-width, dark/light safe; renders the tokenized booking CTA
  button directly to /repairs/maintenance/book/<token>

Backend
- Maintenance Contracts list / form with statusbar + chatter
- Menu under Operations -> Maintenance Contracts
- Sequence MC/##### for contract reference
- Access rules: User read, Dispatcher write, Manager full

Verified end-to-end on local westin-v19:
- Contract MC/00003 created due in 7 days
- cron_send_due_reminders() fires the 7-day band; second invocation
  skips (idempotent)
- create_repair_from_booking() spawns BR-WA/RO/00014 with
  x_fc_intake_source='client_portal' and links it back to the contract
- HTTP GET /repairs/maintenance/book/<token> -> 200 with the date input
  and contract reference visible in the page

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-05-20 22:01:30 -04:00
gsinghpal
7727745b73 feat(fusion_repairs): Phase 2 - service catalogue, visit report, warranty, Poynt
Service catalogue
- New fusion.repair.service.catalog model: named service entries per
  equipment category with symptom keywords, estimated hours / cost,
  default parts, auto_schedule flag, optional pricelist override
- find_best_match() scores candidates by symptom-keyword overlap against
  intake text hints (issue summary + category + notes)
- Intake service wires it in: on submit, the matcher sets
  x_fc_service_catalog_id + x_fc_estimated_duration + x_fc_estimated_cost
  and (when auto_schedule=True) creates a draft dispatch task
- Double-task guard: if catalogue match already created a task, the
  urgency-based dispatch skips so we never duplicate

Visit report wizard
- fusion.repair.visit.report.wizard with labour hours + parts lines +
  technician notes + 'found another issue' branch
- Computes actual cost = (labour x service_product.list_price) + parts
- Compares against estimate -> sets requires_requote when variance
  exceeds configured threshold (% or $); shows warning banner inline
- On confirm: writes actuals back to repair, posts notes to chatter,
  optionally spawns a follow-up repair (T5 'found another issue')

Repair warranty
- New fusion.repair.warranty.coverage model (start/expiry, partner,
  product, lot, active flag)
- find_active_for(partner, product, lot) returns the most-recent active
  coverage
- Intake service auto-checks: when a new repair lands on an equipment
  that has active warranty coverage, posts a chatter banner so the
  office knows the work may be free under our 30/90-day re-do policy
  (manager review still required; never auto-zeros pricing)

Repair form
- Header: Visit Report + Collect Payment buttons (gated by group)
- action_collect_payment looks up the linked posted unpaid invoice on
  the repair SO and opens the Poynt wizard (action_open_poynt_payment_wizard)

AI intake summary
- _generate_ai_summary calls self.env['fusion.api.service'].call_openai
  with consumer='fusion_repairs', feature='intake_triage'
- Strict system prompt: no medical advice, no diagnoses, no recommending
  stop equipment use; ~80 words; plain English
- Try/fallback per fusion-api-integration.mdc: if fusion_api not
  installed or call fails -> silently skip; intake never blocked

Verified end-to-end on local westin-v19:
- Stairlift motor intake -> catalogue match -> estimated $500/2h -> auto
  dispatch task (count=1, not duplicated)
- Visit report: 2.5h x $250 + $100 parts = $725 actual vs $500 estimated
  = 45% variance -> requires_requote=True
- Warranty: 30-day coverage on the completed repair; second repair on
  same partner triggers warranty banner in chatter

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-05-20 21:57:33 -04:00
gsinghpal
ad553b1082 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>
2026-05-20 21:52:12 -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