Commit Graph

2 Commits

Author SHA1 Message Date
gsinghpal
396170b438 feat(fusion_helpdesk): owner-approval engagement flow + AI summary + reporting
Ships the design spec at docs/superpowers/specs/2026-05-27-owner-approval-flow-design.md.

What's new on central (fusion_helpdesk_central 19.0.1.2.0 -> 19.0.2.0.0):

- Engagement model: 8 new fields on helpdesk.ticket (state, snapshotted
  owner email/name, single-use UUID4 token, sent/reminded/decided
  timestamps, AI summary, stored-computed turnaround hours).
- Wizard: single + bulk modes on one fusion.helpdesk.engagement.wizard
  TransientModel with a child wizard.line for per-ticket bulk summaries.
  default_get pulls the OpenAI summary on open; AI fan-out for bulk is
  parallel via ThreadPoolExecutor (max 5 workers, 30s overall cap).
- OpenAI client in utils.py — stdlib urllib, 15s per-call timeout, every
  failure collapses to '' so the wizard's manual-summary fallback fires.
- Public portal: /fusion_helpdesk/engagement/<token>/<decision> GET +
  POST, four branded standalone QWeb pages (confirm/done/invalid/error).
  Token is single-use, cleared on confirm. Decision posts a public
  comment attributed to the resolved owner partner; chatter propagates
  to the employee's My Tickets thread per the "fully visible" UX choice.
- Mail templates (single + bulk) with magic-link buttons. Bulk template
  renders one card per ticket, each with its own approve/reject URL.
- Reminder cron: daily, single-shot per engagement, configurable via
  fusion_helpdesk_central.engagement_reminder_days ICP (default 3, 0
  disables).
- Reporting dashboard: pivot/graph/list/kanban over helpdesk.ticket
  filtered to engaged ones, with avg-turnaround measure. Menu lives
  under Helpdesk > Reporting > Owner Engagements.
- Client_key extended with owner_email/owner_name fields; ticket.create
  upserts them from the client-side piggyback (no new sync endpoint).
- 100% coverage on utils + integration tests on wizard, controllers,
  re-engagement, cron, computed turnaround. OpenAI mocked in CI.

What's new on client (fusion_helpdesk 19.0.1.7.1 -> 19.0.2.0.0):

- Two new ICP settings: fusion_helpdesk.owner_email / .owner_name with
  a new "Owner Approval" block in Settings > Fusion Helpdesk.
- controllers/main.py::submit piggybacks both keys on every ticket
  payload so central keeps client_key.owner_email/name fresh
  automatically.

Verified live end-to-end on entech -> nexa: payload upsert, wizard with
mocked AI, action_send, portal GET/POST/GET-again cycle, second click
hits the friendly invalid-token page. Token entropy = 122 bits (UUID4).
2026-05-27 13:03:23 -04:00
gsinghpal
6c15a7b1cf feat(fusion_helpdesk): customer follow-up + embedded ticket inbox
Squash-merge of feat/helpdesk-customer-followup. The billing and
fusion_login_audit work from that branch is already on main (landed
separately); this lands only the helpdesk feature.

- Identity keystone: submit() forwards partner_email/partner_name/
  x_fc_client_label so the central Helpdesk find-or-creates the customer
  partner and subscribes them as a follower (enables reply emails + magic link).
- Embedded in-app 'My Tickets' inbox: server-side scoped read/reply RPC
  endpoints, per-user seen tracking (fusion.helpdesk.ticket.seen), systray
  unread badge. Defense-in-depth scope domain + _norm_email normalisation
  (wildcard emails cannot widen scope).
- fusion_helpdesk_central: x_fc_client_label field + list/search views +
  branded acknowledgement email template.
- Deployed and smoke-tested live: nexa central 19.0.1.1.0, entech client
  19.0.1.4.1 (requires Contact Creation on the central service account).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-27 09:23:33 -04:00