Files
Odoo-Modules/fusion_helpdesk_central/views/engagement_wizard_views.xml
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

68 lines
2.9 KiB
XML

<?xml version="1.0" encoding="utf-8"?>
<!--
Copyright 2026 Nexa Systems Inc.
License OPL-1
The owner-approval engagement wizard, opened from the ticket form
button OR the list-view bulk server action. Branches on `mode` to
show either the single-ticket layout (one AI summary field) or the
bulk layout (an editable line per ticket).
-->
<odoo>
<record id="view_engagement_wizard_form" model="ir.ui.view">
<field name="name">fusion.helpdesk.engagement.wizard.form</field>
<field name="model">fusion.helpdesk.engagement.wizard</field>
<field name="arch" type="xml">
<form string="Request Owner Approval">
<field name="mode" invisible="1"/>
<field name="ticket_id" invisible="1"/>
<group>
<group>
<field name="owner_name_display" string="Owner"/>
<field name="owner_email_display" string="Owner Email" widget="email"/>
</group>
</group>
<div class="alert alert-warning" role="alert"
invisible="not ai_unavailable">
<strong>AI summary unavailable.</strong>
OpenAI didn't return a summary (no API key set, rate limit,
or network error). Write a quick brief below before sending —
everything else still works.
</div>
<!-- Single mode: one summary field for the one ticket. -->
<group invisible="mode != 'single'">
<field name="personal_note"
placeholder="One-line note that appears above the summary in the email…"/>
<field name="ai_summary" string="Summary to send"
placeholder="Bullet-point summary that the owner will read first." />
</group>
<!-- Bulk mode: per-ticket lines, each with its own summary. -->
<group invisible="mode != 'bulk'">
<field name="personal_note"
placeholder="One-line note that appears once at the top of the combined email…"/>
</group>
<field name="line_ids" invisible="mode != 'bulk'" nolabel="1">
<list editable="bottom" create="0" delete="0">
<field name="ticket_id" readonly="1"/>
<field name="ticket_name" readonly="1"/>
<field name="ai_summary"/>
</list>
</field>
<footer>
<button name="action_send" type="object"
string="Send Engagement"
class="btn-primary"/>
<button special="cancel" string="Cancel"/>
</footer>
</form>
</field>
</record>
</odoo>