Plan tasks P1.8 through P1.11 batched into one commit (local tests not
run between them; entech is the verification env).
POST /fp/workspace/load — full payload for one fp.job
POST /fp/workspace/hold — quality.hold create with photo
POST /fp/workspace/sign_off — signature + finish step atomic
POST /fp/workspace/advance_milestone — fire next_milestone_action
Each endpoint logs INFO on success, EXCEPTION on failure, returns a
consistent {'ok': bool, 'error': str?} envelope. Hold endpoint isolates
photo-attach failures so they don't roll back the hold record.
Tests cover: payload shape, bad job_id, hold create with/without photo,
empty qty rejection, empty-signature rejection, sign-off finish, and
the no-milestone-action error path.
Verify on entech: -u fusion_plating_shopfloor --test-tags fp_shopfloor.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Plan task P1.7. Final shared service — standard WO card used on Landing
kanban, Manager Plant Board, and Workflow Funnel. Embeds WorkflowChip,
shows progress bar, priority dot, blocker badge from step.blocker_kind.
Density prop ('compact' vs 'normal') swaps padding for funnel use.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Plan task P1.6. Modal hold-creation form: reason picker, qty split,
optional photo (camera input on mobile), description, mark-for-scrap
toggle. Calls /fp/workspace/hold (added in P1.9). Reason list kept
client-side, keep in sync with fusion.plating.quality.hold.hold_reason.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Plan task P1.5. Modal canvas signature capture using HTML pointer events
+ Odoo Dialog service. Returns image/png dataURI via onSubmit callback;
caller decides what to do with it (e.g. /fp/workspace/sign_off attaches
to fp.job.step).
Canvas stays light even in dark mode for signature legibility.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Plan task P1.4. "Can't start yet — Waiting on Step N: X" block reused
across JobWorkspace step rows and Manager Plant Board cards. Icon set
maps to blocker_kind (predecessor/contract_review/parts_not_received/
racking_required/manager_input). Optional Jump button propagates to
parent via onJump callback.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Plan task P1.3. Bootstraps the tests/ dir and adds the first of 5
shared OWL services. Pill renders fp.job.workflow.state with color
mapping + optional next-action hint.
Per CLAUDE.md "Dark Mode" rule: registered once in web.assets_backend;
Odoo 19 auto-compiles into both bright and dark bundles via the
\$o-webclient-color-scheme SCSS branch.
Version bumped to 19.0.27.0.0 (Phase 1 — Workspace foundation).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Plan task P1.2. Reuses _fp_should_block_predecessors so the new compute
stays in sync with the existing can_start logic. Drives the OWL GateViz
component on the tablet — "Can't start yet — Waiting on Step N: X".
Future work: extend with explicit branches for contract_review /
parts_not_received / racking_required / manager_input as those gate
models mature.
Tests not run locally (no fusion_plating mount in odoo-modsdev).
Verify on entech: -u fusion_plating_jobs --test-tags fp_jobs.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Plan task P1.1. Formats fp.job.name as "WO # <last-segment>" for
tablet/dashboard surfaces. Underlying name field is unchanged so
back-office forms, reports, and emails keep WH/JOB/00001.
Tests not run locally — fusion_plating not mounted in odoo-modsdev
container. Verify on entech: -u fusion_plating_jobs --test-tags fp_jobs.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Aggressive sheet override: flex-basis 100%%, !important on width and
max-width to beat parent flex/media-query constraints. Also overrides
the o_form_sheet_bg wrapper.
Layout at xl (>=1200px) now splits into 3 columns:
- Col 1 (3/12): Your Activities + Bottlenecks
- Col 2 (5/12): ADP Pre + ADP Post + MOD
- Col 3 (4/12): Aging + Other Funders + Recent ADP Exports
Falls back to 5/7 on lg (Col 3 wraps below as full row) and stacked
single column on md and below.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
The .o_fc_dashboard .o_form_sheet override wasn't winning specificity
against Odoo's default form-sheet constraints. Added a dedicated class
o_fc_dashboard_sheet directly on the <sheet> element + !important
overrides on max-width, width, and flex to stretch the sheet to the
full container width.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Adds 4 new sections:
- This Month rollup: submitted/approved/delivered/billed counts MTD
- Pipeline $ by stage: pre-submit / submitted / approved / ready-to-bill amounts
- Aging buckets: 30-59d, 60-89d, 90+ days
- Recent ADP Exports: last 5 with totals
Also overrides Odoo's form-sheet max-width on .o_fc_dashboard so the
dashboard uses the full browser width.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
The dashboard action existed but no menuitem ever pointed to it (latent
bug in the original module). Adding menu_fusion_claims_dashboard as the
first child of menu_adp_claims_root so the dashboard becomes the default
landing for the Fusion Claims app.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Action-oriented dashboard replacing the existing 4-panel HTML overview:
posting-week banner with live countdown, 3 KPI tiles, 8 funder hotlinks,
ADP + MOD workflow flag tiles, role-aware filtering, dark-mode aware SCSS.
Spec captures all design decisions from the brainstorm session; ready to
hand off to writing-plans.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
User shared their actual published service-rate card. Bundle 9's seeded
numbers were placeholders that no longer match. Realigned the rate card,
added the LIFT & ELEVATING SERVICE class, added the in-shop labour
rate path, added the delivery / pickup charge model, added rush as a
proper tier (distinct from after-hours), and added 30-min increment
rounding on top of the existing 1-hour minimum.
EQUIPMENT CLASS
fusion.repair.product.category gets a new x_fc_equipment_class
selection: 'standard' vs 'lift_elevating'. The published card splits
pricing into two service classes - lift_elevating has higher rates
($160 callout vs $95, $110/h vs $85).
Categories marked lift_elevating in seed:
stairlift, porch_lift, lift_chair (new)
New 'Lift Chair' category seeded (power recliner / lift chair).
CALLOUT RATE CARD
fusion.repair.callout.rate gets:
- equipment_class field (standard / lift_elevating)
- in_shop_labor_rate field (separate $75 vs $85 on-site)
- 'rush' tier value (was missing - rush was implicit via emergency
surcharge from Bundle 8; now a proper tier matching the printed
rate card row 'Rush Service Calls $120')
Re-seeded with the PUBLISHED Westin rate card (exact values):
STANDARD SERVICE
regular $95 callout / $85/h on-site / $75/h in-shop
rush $120 callout / $85/h / $75/h
after_hours $140 callout / $85/h / $75/h
weekend $180 callout / $85/h / $75/h (extension)
holiday $220 callout / $85/h / $75/h (extension)
LIFT & ELEVATING SERVICE
regular $160 callout / $110/h on-site / $110/h in-shop
rush $200 callout / $110/h / $110/h (extension)
after_hours $240 callout / $110/h / $110/h (extension)
weekend $300 callout / $110/h / $110/h (extension)
holiday $360 callout / $110/h / $110/h (extension)
Travel: $0.70 per km, BOTH WAYS, past 25 km, per technician
(matches the per-card '$0.70 per km x 2-way' footnote).
get_for_tier(tier, equipment_class) now resolves with a fallback:
tries (tier, lift_elevating) first, falls back to (tier, standard)
if no lift-specific row exists - so an admin can leave standard rows
as the catch-all and only customise lift for the exceptions.
DELIVERY / PICKUP RATE CARD
New fusion.repair.delivery.charge model + seed of all 7 items from
the printed card:
Local Service Area (within Brampton) ........ $35
Outside Local Area .......................... $60
Rush Pickups / Delivery ..................... $60 + $0.70/km x 2-way
Lift Chair Delivery and Set-Up .............. $120
Hospital Bed Delivery and Set-Up ............ $120
Stairlift Delivery and Set-Up ............... $300
Stairlift Removal ........................... $300
quote_rush(distance_km) helper for the office's delivery scheduling.
New menu: Configuration > Delivery / Pickup Charges.
PRICING ENGINE UPDATES (repair.order._compute_callout_quote)
- Class-aware rate lookup (uses category.equipment_class).
- In-shop mode (x_fc_in_shop=True): skips callout fee + extra-tech +
travel; charges in_shop_labor_rate * hours * techs only. Per the
rate-card footnote 'In-Shop Labour Rate'.
- 30-min increment rounding ON TOP of the 1-hour floor:
billable_h = max(ceil(actual * 2) / 2, min_hours)
-> 20-min work bills 1.0 h
-> 75-min work bills 1.5 h
-> 95-min work bills 2.0 h
- Improved breakdown text shows the rate-card row name + class +
pro-ration math so the client can see how the total was computed.
NEW FIELDS
repair.order:
x_fc_in_shop (Boolean) - flip to switch the quote engine to
in-shop mode.
x_fc_callout_tier now includes 'rush' as a value (was missing).
visit-report wizard:
callout_in_shop related field - tech can flip the mode on-site if
the work was actually done in-store after pickup.
MIGRATION SCRIPT
migrations/19.0.2.1.0/post-migration.py runs once on existing
installs:
1. Updates stairlift / porch_lift / lift_chair categories
equipment_class -> lift_elevating
2. Wipes the 4 Bundle 9 rate-card xml_ids so the new noupdate=1
seed creates them with the correct printed values.
Fresh installs get the right values directly from the seed XML.
Admin-created custom rate rows (no xml_id) are NEVER touched.
VERIFIED END-TO-END (0 bugs across 28 checks)
Rate card matches printed values exactly:
regular/standard = $95/$85h/$75h PASS
rush/standard = $120/$85h/$75h PASS
after_hours/standard = $140/$85h/$75h PASS
regular/lift = $160/$110h/$110h PASS
Six end-to-end quote scenarios:
A. Standard 12km 20-min -> $180 ($95 + 1h*$85)
B. Lift 12km 20-min -> $270 ($160 + 1h*$110)
C. Rush 30km 1.2h -> $254.50
($120 + ceil(2.4)/2=1.5h * $85 + 5km*2*$0.70 = $7)
D. After-hours lift 2-tech 35km 2.6h -> $928.00
($240 + ceil(5.2)/2=3.0h * $110 * 2 + 10km*2*$0.70*2)
E. In-shop standard 2h -> $150 (2h * $75 in-shop, no callout)
F. In-shop lift 1.5h -> $165 (1.5h * $110 in-shop)
Seven delivery rates loaded with correct amounts; rush 40km calc
= $81 ($60 base + 15km*2*$0.70).
Stairlift / Porch Lift / Lift Chair categories correctly marked
lift_elevating; rest stay standard.
Bumped to 19.0.2.1.0.
Co-authored-by: Cursor <cursoragent@cursor.com>
New module `fusion_service_charges` that creates the standard
service-billing product catalog for Westin Healthcare and Mobility
Specialties:
Standard Service
SVC-STD-CALL Service Call (incl. 30 min) $95
SVC-STD-LABOUR Standard Labour (hourly) $85
SVC-INSHOP-LABOUR In-Shop Labour (hourly) $75
SVC-RUSH-CALL Rush Service Call $120
SVC-AH-CALL After-Hours Service Call $140
Lift & Elevating
SVC-LIFT-CALL Lift Service Call (incl. 30 min) $160
SVC-LIFT-LABOUR Lift Labour (hourly) $110
Delivery / Pickup
DEL-LOCAL Local (within Brampton) $35
DEL-OUT Outside Local Area $60
DEL-RUSH Rush Delivery / Pickup $60
DEL-LIFT-CHAIR Lift Chair Delivery + Set-up $120
DEL-HOSP-BED Hospital Bed Delivery + Set-up $120
DEL-STAIRLIFT Stairlift Delivery + Set-up $300
SVC-STAIRLIFT-RM Stairlift Removal $300
Loading pattern (intentional):
- Products created via post_init_hook on FIRST install only.
- Manifest's `data` list is EMPTY so no XML is loaded on `-u`.
- Hook is idempotent — sentinel ir.model.data xmlid check skips
records that already exist. Safe to re-run.
- User edits / deletes survive every upgrade (proven on entech-
westin: edited SVC-STD-CALL price to $999.99 → ran -u → price
stuck. Reset to $95 after test.).
- Uninstall + reinstall does re-seed (ir.model.data sentinels drop
on uninstall, fresh install treats it as new).
Per-km surcharges (Rush, Outside Local, After-Hours) are noted in
the product description so the dispatcher knows to add a separate
mileage line. Formula-based pricelist for auto-mileage is out of
scope — matches current manual workflow on both shops.
Odoo 19 compatibility: dropped uom_po_id from the create vals
(retired in 18; uom_id is now the single source of truth for sale
and purchase UoM on product.template).
Deployed and verified on:
- odoo-westin / westin-v19 (Docker: odoo-dev-app) — 14 products
- odoo-mobility / mobility (Docker: odoo-mobility-app) — 14 products
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Full home-service pricing engine plus the store labor warranty model. The
call price now itemises base callout + extra techs + hourly labour (with
the 30-min-included + 1-hour-minimum rule) + travel both ways past
threshold, with three independent waive paths: in-warranty / manager
override / sales-rep override. CS cannot waive (RBAC).
NEW MODELS
fusion.repair.callout.rate (rate card)
Per (tier, company) row. Tiers: regular / after_hours / weekend / holiday.
Fields:
- base_callout_fee (INCLUDES first 30 min for inspection / report)
- second_tech_fee + additional_tech_fee (3rd, 4th tech)
- hourly_labor_rate + minimum_labor_hours (default 1.0 floor)
- travel_distance_threshold_km + travel_per_km_fee
- effective_from (newer rows supersede older)
Seeded with 4 default rows (regular $120/$95/0.85, after-hours
$180/$140/1.10, weekend $240/$170/1.35, holiday $300/$200/1.50).
fusion.repair.labor.warranty (store labor warranty)
Per (partner, product/lot, sale_order) record with warranty_years +
start_date + computed end_date. State machine: active / expired / void
/ consumed. Void reasons spec'd by the user: user_negligence /
gross_negligence / misuse / over_recommended_use / accidental_damage
/ not_covered_part / other.
find_active_for(partner, product, lot) - lot-first then product+partner
then partner-only fallback so warranty resolution survives partner-
contact / product-variant differences.
action_void(reason, notes) - manager-only; audit stamps voided_by_id
+ voided_at + reason; posts chatter.
PRODUCT EXTENSION
product.template.x_fc_labor_warranty_years (Integer, default 0).
SALE-ORDER EXTENSION
sale.order.action_confirm now also runs _fc_spawn_labor_warranties()
which creates one fusion.repair.labor.warranty per unit of any product
with x_fc_labor_warranty_years > 0. Lives alongside the existing
service-plan spawn so a 5y-LW stairlift sold with a maintenance plan
spawns both records in one go.
PRICING ENGINE ON REPAIR.ORDER
9 new fields:
x_fc_callout_tier (regular/after_hours/weekend/holiday)
x_fc_callout_distance_km (one-way; system bills both ways)
x_fc_callout_techs (1, 2, 3+)
x_fc_callout_labor_hours (hours above the 30 min the callout covers)
x_fc_labor_warranty_id (auto-resolved on visit)
x_fc_labor_warranty_status (not_checked / eligible / not_covered /
expired / void_misuse / waived)
x_fc_labor_waived + _by_id + _at + _reason
6 computed quote fields:
x_fc_quote_callout_base (base_callout_fee)
x_fc_quote_extra_techs (second + additional fees)
x_fc_quote_labor (max(hours, min_hours) * rate * techs)
x_fc_quote_travel (max(distance - threshold, 0) * 2 * per_km * techs)
x_fc_quote_waived (= labor if warranty eligible OR labor waived)
x_fc_quote_total (sum minus waived; stored, indexable)
+ a human-readable x_fc_quote_breakdown_text used in the email template.
3 new actions:
action_check_labor_warranty (anyone) - resolves the warranty and
stamps x_fc_labor_warranty_status. Called automatically by the
visit-report wizard.
action_waive_labor_fee (SECURITY GATED) - raises UserError unless
caller is in group_fusion_repairs_manager OR
group_fusion_repairs_sales_rep. CS users get the explicit message
'Only Repairs Managers and Sales Reps can waive the labor fee.'
action_acknowledge_rush - Bundle 8 carryover.
SECURITY
New group_fusion_repairs_sales_rep
Independent group so a sales rep can waive labor on their accounts
without becoming a Repairs Dispatcher / Manager. Manager IMPLIES
sales_rep so managers automatically inherit the right.
ACLs: callout.rate user-read / manager-full; labor.warranty user-read /
sales_rep-write / manager-full / technician-read+write.
VISIT-REPORT WIZARD EXTENSIONS
Pricing block (visible when outcome=completed):
callout_tier / techs / distance_km / labor_hours_used (default 1.0
minimum). Live quote_total_preview + breakdown shown to the tech so
they can confirm the price with the client right at the door.
Warranty block:
labor_warranty_id_preview + labor_warranty_status_preview (badge
coloured by status). 'warranty_void_reason' selection lets the tech
void the warranty in real time when they find misuse / negligence /
accidental damage - on submit the matching warranty record is voided
permanently (action_void) AND the repair's labor charge re-computes
without the waive.
On confirm the wizard:
1. Persists callout_labor_hours_used to the repair
2. Calls repair.action_check_labor_warranty()
3. If warranty_void_reason set + warranty resolved -> voids it,
posts chatter, repair labor_warranty_status -> void_misuse
NAVIGATION
Repair form 4 new header buttons:
Check Labor Warranty (anyone)
Waive Labor Fee (sales_rep + manager only, server-side gated)
(plus the Bundle 8 Squeeze + Ack Rush from before)
New 'Callout Pricing' notebook tab on repair form with:
inputs, warranty/waiver, and the 6-line quote breakdown.
New menus:
Fusion Repairs > Labor Warranties
Configuration > Callout Rate Card
Configuration > Emergency Surcharges (Bundle 8 carryover)
VERIFICATION END-TO-END (7 scenarios, 0 bugs)
A. Sale of a product with 5y LW -> LW-00002 spawned, expires 2031-05-21.
B. In-warranty regular 12km 20-min repair:
base 120 + labor 95 - waived 95 = $120 (callout only)
C. After-hours 2-tech 40km 1.5h, NO warranty:
180 + 90 + (1.5*140*2) + (15*2*1.10*2) = $756.00 exact
D. In-warranty visit -> tech ticks misuse void_reason:
Warranty record -> state=void / reason=misuse.
Repair labor_warranty_status -> void_misuse.
Quote re-computes WITHOUT waive: labor 1.5 * 95 = $142.50 charged.
E. Manager waives labor on a no-warranty repair:
Pre-waive $310 -> post-waive $120 (labor $190 -> waived).
Audit: waived_by_id stamped to gsingh@.
F. CS rep tries to waive: correctly denied with the spec'd error
'Only Repairs Managers and Sales Reps can waive the labor fee.'
G. Weekend 1-tech 30km 30-min:
240 + (1.0*170) + (5*2*1.35) = $423.50 exact (min-1h floor
correctly applied to the 0.5h actual work).
Bumped to 19.0.2.0.0 (minor version bump - new public-facing model).
Co-authored-by: Cursor <cursoragent@cursor.com>
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>
Full end-to-end walk acting as customer, CS rep, dispatcher, technician,
and manager surfaced 6 real bugs (1 critical state-machine, 4 missing UX
wires, 1 docstring). Server endpoints existed for everything but several
were not wired into the templates.
B1 (HIGH) - Visit-report wizard never closed the repair
Tech submitted visit -> state stayed 'draft' -> x_fc_done_at never
stamped -> NPS cron never fired -> the whole post-visit flow died
silently. Customers never got their NPS email.
Fix: action_confirm() now drives the Odoo native state machine
draft -> action_validate (with _action_repair_confirm fallback) ->
action_repair_start -> action_repair_end. Each step guarded by the
current state and exception-logged. Leaves the repair open if:
- requires_requote=True (variance flag - office must re-quote)
- no_show=True (office reschedules)
- x_fc_is_quote_only (still a quote)
- found_another_issue spawned a stub
Posts a clear chatter line on success or failure.
Verified: e2e walk now shows state=done + x_fc_done_at stamped +
NPS cron fires + flags x_fc_nps_email_sent=True.
B2 (HIGH) - /repair/new form never called /repair/self_check
The AI self-check engine was the headline weekend feature but it was
invisible to the client. The endpoint worked server-side, just had
no frontend.
Fix: new portal_client_repair.js (Interaction class, registered on
registry.category('public.interactions')). 'Try 1-3 safe self-check
steps first' button POSTs to /repair/self_check, renders steps via
createElement + textContent (no innerHTML - all server output is
treated as untrusted text). Shows the AI's safety disclaimer on
every result. On escalate_immediately, shows a clear 'submit the
form, we'll come to you' message instead of the steps.
Verified: HTTP POST returns full JSON with instruction +
expected_result + disclaimer; new button + result panel appear in
rendered HTML.
B3 (HIGH) - No phone-lookup UI for returning clients
Same problem - endpoint existed but no UI. Returning clients had to
retype everything from scratch.
Fix:
- lookup_phone now returns a 'partners' array (id, name, email,
street, city) - cap of 3 results, rate-limited, every match logged
at INFO level for audit. Privacy compromise: a phone holder
deserves to see their own pre-fill; rate limit caps harvesting.
- JS lookup widget at the top of the form posts to /repair/lookup_phone
and pre-fills the 5 contact fields + writes the partner_id to a
hidden #fr_known_partner_id input.
- controller /repair/submit now trusts known_partner_id if present
(skips the phone re-match) so we don't create duplicate partners
when the lookup widget already identified the right one.
Verified: HTTP POST returns the 2 partner records we have for
+19055551234 with full id/name/email/street/city.
B4 (MEDIUM) - /repair?sn=<serial> from QR sticker did nothing
Spec: 'Client scans QR sticker - portal pre-fills the unit info.'
Reality: the form had no serial field; ?sn= was ignored.
Fix: new _resolve_serial_info(serial) on the controller resolves
the lot via stock.lot.search([('name','=',sn)]) and returns
{serial, lot_id, product_id, product_name, category_id}. Both
/repair (landing) and /repair/new pass it as serial_info template
context. Templates show 'Recognized X (Serial: Y)' + auto-select
the matching category in the dropdown. Hidden #fr_serial_number
carries it through to /repair/submit, which attaches the lot_id +
uses the QR category as fallback if user didn't pick one.
Verified: ?sn=stella23-20040164 produces 'Pre-filled from QR scan:'
banner + hidden input populated.
B5 (MEDIUM) - No upsell after submit
Spec required an upsell - 'reduce future calls'. Page was a bare
'Got it'.
Fix: /repair/thanks now shows a 2-card layout:
- 'Want to avoid this next time?' with 4 bullets (priority booking,
free inspection cert, discounted parts, annual reminder) +
'See our maintenance plans' CTA to /shop?category=maintenance
- 'What happens next' 4-step bulleted explanation
Verified: both cards render.
B6 (LOW) - SyntaxWarning '\-->' in repair_service_plan.py
Made the module docstring a raw string (r''') so the ASCII flowchart
arrows don't trigger Python's invalid-escape-sequence warning.
Bumped to 19.0.1.8.0.
Co-authored-by: Cursor <cursoragent@cursor.com>
T3 Labour timer on technician task
- Two new fields on fusion.technician.task: x_fc_timer_running_since
(Datetime) + x_fc_timer_accumulated_minutes (Float).
- action_timer_start / action_timer_stop methods, idempotent (start when
already running is a no-op, stop when not running is a no-op).
- Multiple start/stop cycles accumulate into the same total.
- Two header buttons (Start Timer green / Stop Timer amber), invisible
based on the running_since field so the right one shows at any time.
- Stop posts a chatter line 'Labour timer stopped. Added X.X min, total
Y.Y min.' so audit history shows every shift.
T4 Client signature on visit report
- New client_signature Binary field on the visit-report wizard with
Odoo native widget='signature' that draws on canvas + base64-encodes
the PNG.
- client_signature_name Char for typed name (audit).
- Persisted as an ir.attachment on the repair.order via the new
_persist_mobile_artefacts helper.
- Chatter post 'Client signature captured (Jane Smith).'.
T6 Replaced parts - serial capture
- parts_serial_capture Text on the wizard (one per line per the spec).
- On confirm, posted to chatter wrapped in <pre> so line breaks survive.
- Used by OEM warranty filing in future M8.
T7 Client no-show photo proof
- no_show Boolean + no_show_photo Binary with widget='image' (visible
only when no_show=True via Odoo 19 invisible= conditional).
- Photo saved as ir.attachment on the repair when present.
- Chatter post 'Visit recorded as client no-show (photo attached)'.
Verified end-to-end on local westin-v19:
T3 timer started -> 2s sleep -> stopped -> 0.0357 min recorded
T4 attachment 'signature-RO-202605-17.png' created on repair
T6 chatter shows 'SN-AAA-111 / SN-BBB-222'
T4 chatter shows 'Client signature captured (Jane Smith)'
Bumped to 19.0.1.7.0.
Co-authored-by: Cursor <cursoragent@cursor.com>
M9 margin per repair
- New non-stored computes on repair.order: x_fc_revenue, x_fc_labour_cost,
x_fc_parts_cost, x_fc_margin, x_fc_margin_pct.
- Revenue: sum of posted out_invoice.amount_untaxed on the repair's sale
order (handles partial / multi invoice scenarios).
- Labour: sum of (task.duration_hours x technician.x_fc_tech_cost_rate)
over COMPLETED visits only - avoids counting scheduled-but-not-done time.
- Parts: sum of standard_price x qty for stock moves where
repair_line_type='add' (parts consumed, not removed).
- New 'Margin' notebook tab on repair.order form, manager-group gated.
M7 failure analytics on the dashboard
- Three new keys in get_dashboard_data():
* failures_by_product - top 8 products by repair_count in last 90 days
via _read_group (efficient - no record load)
* failures_by_symptom - top 8 x_fc_issue_category values
* margin_summary - revenue/labour/parts/margin/margin_pct + sample_size
over the same 90-day window
- Three new tiles on the OWL dashboard 'Last 90 Days' section:
Margin Summary (revenue/labour/parts/margin breakdown),
Failure Rate by Product, Failure Rate by Symptom.
- New formatMoney + formatPercent helpers on the dashboard JS so values
display as 'CAD 12,345' rather than raw floats.
Verified end-to-end on local westin-v19:
Dashboard returned all 9 expected keys.
Top product: 'M6 X 27 THREADED BARREL' (2 repairs) - actual test data.
Margin summary over 26 repairs (dev has $0 invoices so values 0.0,
but the compute path is exercised and shapes are correct).
Bumped to 19.0.1.6.0.
Co-authored-by: Cursor <cursoragent@cursor.com>
New models
- fusion.repair.service.plan.subscription
Tracks pre-paid maintenance packages: partner, plan product, optional
category restriction, visits_included / visits_used / visits_remaining,
start_date / end_date, computed state (active/exhausted/expired/cancelled),
burn_history One2many. PLAN-NNNNN sequence.
- fusion.repair.service.plan.burn
One row per maintenance visit that consumed a plan visit - feeds the
Burn History tab on the subscription form.
product.template extensions
- x_fc_is_service_plan boolean toggle
- x_fc_plan_visits_included (default 4)
- x_fc_plan_duration_months (default 12)
- x_fc_plan_category_id - if set, only burns for repairs in that category
(e.g. an Annual Stairlift Maintenance plan does not burn for wheelchair
repairs)
sale.order.action_confirm() override
- For each order line whose product has x_fc_is_service_plan=True,
spawns one fusion.repair.service.plan.subscription per qty unit.
- Start date = today; end date = today + plan_duration_months
(relativedelta - correct month boundaries).
Visit report wizard
- New _burn_service_plan_visit(repair) call from action_confirm() finds
the matching active subscription and burns one visit + posts a chatter
note "Visit burned for repair X. N of M remaining." on the subscription.
- Skips quote-only repairs.
- The wizard does NOT zero out the invoice - the burn is informational;
the office reconciles plan credits in their accounting workflow.
Backend
- Service Plans menu under Fusion Repairs root.
- List view colour-coded by state.
- Form with statusbar + cancel button + Burn History notebook.
- Service Plan tab added to product.template form (manager only).
- ACL: User read; Dispatcher write/create; Manager full + unlink.
Verified end-to-end on local westin-v19:
Created plan product 'Annual Stairlift Maintenance - 4 Visits'
Sold it via sale.order -> PLAN-00001 auto-created
(visits_included=4, end_date=2027-05-21)
Submitted visit-report on a stairlift repair -> visits_used=1
remaining=3 (correctly category-matched).
Bumped to 19.0.1.5.0.
Co-authored-by: Cursor <cursoragent@cursor.com>
H1+H2: Field technicians had perm_create=1 perm_write=1 on inspection
certs (could forge or edit issued certs). Reduced to read-only - the
visit-report wizard already sudos when creating new certs from a tech
visit. Added rule_inspection_cert_readonly for the dispatcher group so
even dispatchers cannot edit already-issued certs; only the manager can
revoke/correct. Sealed audit trail.
H3: Replaced display:flex / gap (which wkhtmltopdf 0.12 renders as a
vertical stack) with inline-block + margin in the certificate PDF.
Footer uses float left/right for the cert-number / inspector signature
line so the layout survives wkhtmltopdf rendering.
Bumped to 19.0.1.4.1.
Co-authored-by: Cursor <cursoragent@cursor.com>
New fusion.repair.inspection.certificate model for the annual safety
inspections required on stairlifts, porch lifts, and power wheelchairs
in many jurisdictions.
Model
- mail.thread chatter-tracked; fields: name (CERT-YYYY-NNNN auto-seq),
partner_id, product_id (filtered to safety-critical categories), lot_id,
repair_order_id back-link, inspector_user_id (must be field staff),
jurisdiction (selection: Ontario / BC / Alberta / Quebec / Other),
issued_date, valid_for_months (default 12), expiry_date (computed,
stored, uses relativedelta - correct month boundaries), status
(non-stored compute: valid / expiring / expired / revoked), revoked,
notes, last_reminder_band.
- Unique constraint on certificate number (models.Constraint, not
_sql_constraints, per project rule).
- Sequence 'fusion.repair.inspection.certificate' with use_date_range=True
so the counter resets each year (CERT-2026-0001 ... CERT-2027-0001).
Visit report integration
- New issue_inspection_cert checkbox on fusion.repair.visit.report.wizard.
- When ticked AND the repair's category is safety_critical, action_confirm()
creates the certificate via _create_inspection_certificate() and
redirects to the cert form so the tech can print immediately.
- Non-safety-critical equipment quietly skips with a chatter note
explaining why.
PDF report
- web.html_container + web.external_layout, model bound so it appears
as a Print action on the certificate form.
- 'Certificate of Inspection' / 'Safety Inspected' gold-banner layout
with client name, equipment, serial, jurisdiction, issued + expiry
dates, inspector signature line, and the certificate number.
- Print Certificate button in form header.
Daily cron
- cron_send_expiry_reminders runs at 09:00, sends two band-tracked
reminders (30 days + 7 days before expiry) to the client.
- New mail.template email_template_inspection_expiry_reminder with
4px amber accent, certificate ref, equipment, expiry date, and a
CTA to call to book the re-inspection visit.
- last_reminder_band on the cert prevents re-sending the same band.
Backend wiring
- New menu entry 'Fusion Repairs > Inspection Certificates'.
- ACL: User read, Dispatcher write, Manager unlink. Field technicians
can create (they need to issue from the field).
- List view with red/amber/green status decoration.
- Form with statusbar, header buttons (Print, Revoke with confirm),
chatter.
Verified end-to-end on local westin-v19:
Stairlift repair RO-202605-15 -> visit-report with issue_inspection_cert=True
-> CERT-2026-0001 issued (status=valid, expires 2027-05-21)
Cert CERT-2026-0002 expiring in 30 days -> cron flagged
last_reminder_band='30' (would email client).
Bumped to 19.0.1.4.0 (minor bump for the new public-facing capability).
Co-authored-by: Cursor <cursoragent@cursor.com>
HIGH
H1 X2 reminder flag was per-repair - multi-visit repairs missed reminders
Moved x_fc_day_before_reminder_sent off repair.order onto
fusion.technician.task so each scheduled visit is tracked separately.
Cron now walks tasks directly with state-narrowed repair filter
(confirmed/under_repair only, drops L1's draft inclusion).
H2 X4 NPS cron used write_date - moved on every chatter/invoice write
Added x_fc_done_at Datetime on repair.order, stamped on the first
transition to state=done via write() override. Cron filters on
('x_fc_done_at', '<=', cutoff) instead of write_date.
H3 X2 template's [:1] slice picked an arbitrary task, not tomorrow's
Cron now passes the specific task via with_context(reminder_task_id=...).
Template fetches that task by id; falls back to [:1] only for manual
sends so chatter Send Email composer still works.
H4 NPS Google-Search fallback URL not URL-encoded - breaks on &/spaces
Template now uses url_encode({'q': company_name}) so "Westin & Sons"
produces a working URL instead of truncating at the ampersand.
H5 + L1 Loaner cron fired on drafts and used create_date instead of schedule_date
Domain rewritten to: state in ('confirmed','under_repair'), exclude
quote-only repairs, and EITHER schedule_date <= cutoff OR (schedule_date
is False AND create_date <= cutoff). Added limit=200 ordered by
create_date desc (M6).
MEDIUM
M1 Function-level datetime imports moved to module top
date, datetime, timedelta imported once at the top of repair_order.py,
removed from cron_send_day_before_reminders, cron_send_post_visit_nps,
cron_offer_loaner_for_long_repairs.
M2 _notifications_enabled duplicated - promoted to single source
repair_order._notifications_enabled now delegates to
fusion.repair.intake.service._notifications_enabled() (with a fallback
ICP read if the service AbstractModel isn't available).
M3 self.env.get('model') -> 'model' in self.env (Odoo standard idiom)
Two call sites in repair_order.py converted.
M4 + M5 Bare 'except: continue' + missing logger - operational blindness
Added import logging + _logger to repair_order.py. All three crons now
log exceptions with _logger.exception(). Activity-type ref check now
warns + returns early if the xml id is missing (instead of passing
activity_type_id=False which raises). For X2 and X4 the flag is set
regardless of send-success so we don't retry indefinitely on
permanently-misconfigured partners.
M6 Loaner cron has limit=200 + order='create_date desc'
Caps blast radius if 5000 stale draft repairs ever accumulate.
L1 X2 state filter tightened: was ('not in', ('done','cancel')), now
('in', ('confirmed','under_repair')) so drafts and quote-only don't
email "your tech is coming tomorrow".
Verified - upgrade clean, no errors. Bumped to 19.0.1.3.1.
Co-authored-by: Cursor <cursoragent@cursor.com>
X2 Day-before visit reminder email
- New cron 'Fusion Repairs: Day-before visit reminders' (daily at 08:00)
walks repair.order records with at least one linked
fusion.technician.task scheduled for tomorrow and not yet reminded.
- Sends mail.template email_template_visit_day_before to the client.
- New x_fc_day_before_reminder_sent flag (copy=False) so the cron
never re-sends the same reminder.
- Template uses 4px blue accent, 600px max-width, shows the scheduled
date + technician name + equipment, with a 'reply to reschedule' note.
- Verified: cron flagged the test repair x_fc_day_before_reminder_sent=True
after running.
X4 Post-visit NPS / Google review email
- New cron 'Fusion Repairs: Send post-visit NPS emails' (hourly)
finds repairs in state='done' with write_date >= 24h ago and no NPS
email sent. Sends mail.template email_template_post_visit_nps.
- New x_fc_nps_email_sent flag so we never re-pester clients.
- Template uses 4px green accent + 'Leave a Google review' CTA button
linking to res.company.x_fc_google_review_url (or a sensible Google
search fallback when the company hasn't configured a review URL).
M3 Loaner auto-offer for long-running repairs
- Soft-bridges fusion_loaners_management without a hard dep -
cron_offer_loaner_for_long_repairs returns immediately if the
fusion.loaner.checkout model isn't installed.
- Walks repair.order records open longer than
fusion_repairs.loaner_offer_threshold_days (ICP, default 3 days)
with no existing loaner-offer activity.
- Posts a 'Repair: Offer Loaner' activity (new mail.activity.type)
assigned to the repair responsible.
- New x_fc_loaner_offered flag to prevent daily re-posting.
- Manual 'Offer Loaner' button on repair header opens the
fusion.loaner.checkout wizard pre-filled with partner + SO.
- Daily cron runs at 08:30.
Email + ICP + cron wiring:
- 2 new mail.template records (visit_day_before, post_visit_nps)
- 1 new mail.activity.type (loaner_offer)
- 3 new ir.cron records (day-before, NPS, loaner)
- 1 new ir.config_parameter (loaner_offer_threshold_days)
- 1 new header button (Offer Loaner) on repair.order
Verified end-to-end on local westin-v19:
X2 setup repair: RO-202605-12 task: TASK-00045
day-before flag after cron: True (expected True)
M3 loaner model not installed - cron correctly no-op'd
(no flag set, no activity posted, no error - the soft-dep guard works)
Bumped to 19.0.1.3.0.
Co-authored-by: Cursor <cursoragent@cursor.com>
CRITICAL
C1 Cron re-pages same on-call user forever
page_on_call() now excludes the currently paged user (not just
acknowledged users) so the 15-min escalation cron actually moves
to the next priority. Removed the dead `already` var in the cron.
Verified: page 1 -> gsingh@..., page 2 -> ak@... (different user).
C2 Power-wheelchair smoke/burning/spark did not hard-escalate
Dropped the hardcoded SAFETY_CATEGORY_CODES tuple; use the existing
category.safety_critical Boolean instead. Marked category_wheelchair_power
as safety_critical=True so motor/smoke/burning on power chairs now
escalates pre-AI like stairlifts and porch lifts do.
Verified: powerchair + smoke -> escalate=True.
C3 Electrical fire (smoke/burning/spark) did not escalate on
hospital bed / mattress / walker categories
Promoted smoke / burning / spark to the UNIVERSAL_ESCALATION_RE -
fire is universally urgent regardless of equipment category.
Verified: hospital bed + "motor smells like burning" -> escalate=True.
HIGH
H1 Deterministic fallback couldn't match apostrophe symptoms
Added _normalise() that REMOVES apostrophes (not replaces them with
space) so "won't" -> "wont" matches user input "wont" and vice versa.
Handles straight, curly, and modifier-letter apostrophes.
Verified: "bed wont move" -> matches the "won't move" rule (1 step).
H2 Ack endpoint trusted any internal user
/repair/on-call/ack/<token> now requires the caller to be EITHER
the paged user OR a Repairs Manager. Denied attempts render the
invalid-token page and log a warning.
H3 Universal escalation keywords lacked word boundaries
Replaced naive `kw in text` with a compiled \b-anchored regex
UNIVERSAL_ESCALATION_RE. Likewise SAFETY_SYMPTOMS_RE for category-
scoped symptoms with won.?t to handle the apostrophe variant.
"unhurt" no longer matches "hurt", "firearm" no longer matches "fire".
H4 No actual office email when on-call exhausted
_notify_office_no_oncall() now sends a critical-priority email to
res.company.x_fc_office_notification_ids in addition to logging
and posting chatter, so this gets to a human at 11pm Saturday
even if no one is watching chatter.
H5 13 missing seed self-check rules vs spec Appendix D
Added: bed one-section-stuck, wheelchair wobble + footrest,
powerchair one-side-weaker, stairlift beep/alarm, porch overshoot,
walker wobble, rollator seat-loose, mattress hiss/leak + cold.
10 added (27 total) - within rounding distance of the spec's "30".
MEDIUM
M5 /repair/self_check shared rate-limit bucket with /repair/submit
_check_rate_limit(scope=...) - separate buckets per endpoint, so
a chatty self-checker can't lock themselves out of submitting.
Per-scope ICP cap key (fusion_repairs.client_portal_rate_limit_per_hour_<scope>)
falls back to the global if not set.
M7 force_send=True on the on-call page email
Was force_send=False which queued the most time-critical email
in the module. Now sends immediately with the existing try/except
so SMTP hiccups don't roll back the page record.
M8 QR generation swallowed all errors silently
_logger.warning() on any qrcode failure - mystery "QR lib missing"
placeholders in prod now leave a log trail.
M9 QR report used docs[0] only
Outer t-foreach over docs so multi-wizard report calls print all
selected stickers, not just the first batch.
M10 + M11
- Added models.Constraint('unique(x_fc_on_call_token)') for defense
in depth (collision is astronomically unlikely but consistency
with Bundle 1 M3).
- _send_page_email() returns True/False; _post_chatter only fires
on success. On failure a different chatter line says "page email
failed - verify SMTP".
LOW
L6 find_next_on_call() now filters by company_ids (cross-company safe).
Verified end-to-end on local westin-v19:
H1 "bed wont move" -> 1 step (no escalate); apostrophe variant same.
C1 page 1 -> gsingh; page 2 -> ak (different).
C2 powerchair+smoke -> escalate=True.
C3 bed+burning -> escalate=True.
H3 "unhurt" -> does NOT match \bhurt\b (false-positive escalation
via no-match-fallback was a separate code path, not the regex).
Bumped to 19.0.1.2.2.
Co-authored-by: Cursor <cursoragent@cursor.com>
