194850e3cf
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>
109 lines
5.8 KiB
XML
109 lines
5.8 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<record id="view_repair_intake_wizard_form" model="ir.ui.view">
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<field name="name">fusion.repair.intake.wizard.form</field>
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<field name="model">fusion.repair.intake.wizard</field>
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<field name="arch" type="xml">
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<form string="New Service Call">
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<sheet>
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<group>
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<group string="Caller / Client">
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<field name="intake_user_id" options="{'no_create': True}"/>
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<field name="partner_id"
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options="{'no_create_edit': False, 'no_quick_create': False}"/>
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<field name="partner_phone" readonly="1" invisible="not partner_id"/>
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</group>
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</group>
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<!-- C1: duplicate-call detection banner -->
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<div class="alert alert-warning d-flex justify-content-between align-items-center"
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role="alert"
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invisible="duplicate_count == 0">
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<div>
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<i class="fa fa-exclamation-triangle me-1"/>
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<strong>Open repair already exists for this client</strong>
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(<field name="duplicate_count" nolabel="1" readonly="1" class="d-inline"/> in last 14 days).
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Consider adding a note to the existing repair instead.
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</div>
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<button name="action_open_existing_repair"
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type="object"
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string="Open Existing Repair"
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class="btn btn-sm btn-warning"/>
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</div>
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<field name="duplicate_repair_ids" invisible="1"/>
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<!-- C5: outstanding-balance warning banner -->
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<div class="alert alert-danger d-flex justify-content-between align-items-center"
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role="alert"
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invisible="not show_outstanding_warning">
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<div>
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<i class="fa fa-money me-1"/>
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<strong>Outstanding balance:</strong>
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<field name="outstanding_balance" widget="monetary" nolabel="1" readonly="1" class="d-inline"/>
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across <field name="outstanding_invoice_count" nolabel="1" readonly="1" class="d-inline"/> invoice(s).
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Worth mentioning during this call.
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</div>
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<button name="action_view_outstanding_invoices"
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type="object"
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string="View Invoices"
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class="btn btn-sm btn-danger"/>
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</div>
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<separator string="Equipment Items (one repair per item)"/>
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<field name="equipment_ids">
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<list editable="bottom">
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<field name="sequence" widget="handle"/>
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<field name="repair_category_id" options="{'no_create': True}"/>
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<field name="product_id" optional="show"/>
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<field name="lot_id" optional="hide"/>
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<field name="third_party" optional="show"/>
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<field name="urgency" widget="badge"
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decoration-success="urgency == 'normal'"
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decoration-warning="urgency == 'urgent'"
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decoration-danger="urgency == 'safety'"/>
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<field name="issue_summary"/>
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<field name="scheduled_date" optional="hide"/>
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</list>
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<form>
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<group>
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<group>
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<field name="repair_category_id" options="{'no_create': True}"/>
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<field name="product_id"/>
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<field name="lot_id"/>
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<field name="third_party"/>
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</group>
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<group>
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<field name="urgency"/>
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<field name="scheduled_date"/>
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<field name="intake_template_id" options="{'no_create': True}"/>
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</group>
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</group>
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<field name="issue_summary"
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placeholder="One-line summary (e.g. 'stairlift stops halfway up')"/>
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<field name="issue_category"
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placeholder="Symptom tag (e.g. battery, motor, remote)"/>
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<field name="internal_notes" placeholder="Internal notes"/>
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<separator string="Photos / Videos"/>
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<field name="photo_ids" widget="many2many_binary"/>
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</form>
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</field>
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<!-- C6: quote-only mode -->
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<separator string="Options"/>
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<group>
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<field name="quote_only"/>
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</group>
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</sheet>
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<footer>
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<button string="Submit"
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name="action_submit"
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type="object"
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class="btn-primary"/>
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<button string="Cancel" class="btn-secondary" special="cancel"/>
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</footer>
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</form>
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</field>
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</record>
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</odoo>
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