eb186cac3c
Two big workflow additions:
1. Visual drag-and-drop flowchart designer (Drawflow) + card-by-card runner
(with show-whole-tree toggle) so admins build per-(category, symptom)
decision trees with embedded photos/videos and CS walks callers through
them on the phone. Resolved-on-call closes the repair; escalated copies
the full transcript into internal_notes so the dispatched tech sees what
was already tried before they arrive at the client.
2. Vendor + draft-PO + factory-tracking on the part-order capture. Tech on
the phone with the factory picks the vendor from contacts, types the OEM
part #, cost, ETA date (calendar widget), factory ticket #, RA #, ticks
under_warranty, and the system auto-creates a draft purchase.order with
the right product (looked up or created from OEM) + activity for the
office on the ETA day + client email with ETA prominently shown and
cost intentionally omitted.
NEW MODELS
fusion.repair.symptom.class - lookup table (category + name + code).
Replaces the flat x_fc_issue_category Char on repair.order. Seeded with
7 stairlift symptoms + lighter coverage for hospital bed / porch lift /
lift chair. Equipment Class added to fusion.repair.product.category
(this carried over from the Bundle 10 plan).
fusion.repair.flowchart + .node + .edge - design-time graph.
- flowchart has name, category, symptom, version, published flag,
canvas_layout (Drawflow JSON), node_ids, edge_ids, computed start_node
- node has node_type (question / suggestion / info / outcome),
content_html, media_ids (M2M ir.attachment for photos + videos),
is_start, outcome_kind (resolved / escalate / order_part),
canvas_x/y for Drawflow round-trip
- edge has source, target, label, sequence - supports N-ary branching
(not just Yes/No)
- designer_load() and designer_save(payload) RPC API the OWL component
consumes; save is atomic-replace + bumps version + soft-validates
fusion.repair.flowchart.run + .step - runtime sessions.
- One run per repair, audited; runtime_start_or_resume() returns the
existing in-progress run or creates a fresh one for the matching chart
- runtime_choose(edge_id, cs_note) records a step + advances current_node
- runtime_complete(outcome) snapshots final node + calls _apply_outcome:
resolved -> auto-close via action_repair_start + action_repair_end,
set x_fc_resolved_on_call, post transcript to chatter
escalated -> prepend transcript to repair.internal_notes so the tech
sees it first when they open the form
order_part -> chatter note; tech opens visit-report wizard next
abandoned -> just save transcript
- Each step snapshots node_name + chosen_label at write time so the
transcript survives later chart edits without breaking.
REPAIR.ORDER EXTENSIONS
- x_fc_symptom_class_id (M2O) - new structured symptom field
- x_fc_resolved_on_call (Boolean, tracked) - true after a resolved outcome
- x_fc_flowchart_run_ids + x_fc_flowchart_run_count
- action_start_troubleshoot() - opens the runner client action, raises a
helpful UserError if no symptom set or no published chart exists
- action_view_flowchart_runs() smart button
- x_fc_issue_category renamed string to "(legacy)" - kept for back-compat
+ AI prompt context; new intakes set the M2O
DRAWFLOW DESIGNER (OWL)
static/src/lib/drawflow/drawflow.min.{js,css} - vendored Drawflow 0.0.59
(MIT). Loaded only in web.assets_backend, ~48KB total.
components/flowchart_designer/flowchart_designer.{js,xml,scss}:
- Client action "fusion_repair_flowchart_designer" with full drag-drop
canvas + zoom + pan
- 4 custom node templates color-banded by type (question blue,
suggestion green, info gray, outcome red/green/amber per outcome_kind)
- Right-panel editor for selected node: title, type, outcome kind,
content (HTML), media uploader (drag-drop or click), set-as-start
toggle, per-outgoing-edge label editor
- Save serializes Drawflow JSON to canvas_layout + atomic-replaces the
structured node/edge rows via the designer_save RPC
CARD RUNNER (OWL)
components/flowchart_runner/flowchart_runner.{js,xml,scss}:
- Client action "fusion_repair_flowchart_runner"
- DEFAULT MODE: card-by-card. One big card per node, embedded photos +
inline <video controls>, answer buttons sized for phone use, CS note
textarea (saved as cs_note on the step), running transcript at the
bottom
- TOGGLE: "Show Whole Tree" loads the same Drawflow lib in read-only
fixed mode, imports the canvas_layout JSON, highlights current node
yellow / visited green via .fr-current / .fr-visited classes
- Outcome buttons drive the right runtime_complete() call; success
notifications + auto-return to the parent repair form
- "Abandon & Escalate" header button at all times - transcript is saved
even on bail-out so the dispatched tech still benefits
PART ORDER + VENDOR PO
repair.part.order new fields:
vendor_partner_id (M2O res.partner, is_company domain), purchase_order_id
(auto-created draft PO), product_id (auto-resolved or created),
unit_cost (Monetary) + currency_id, internal_po_ref, factory_ticket_ref,
factory_ra_number, under_warranty.
action_create_draft_po() - resolves product.product by OEM (default_code)
or creates a new one in a "Spare Parts" product.category, creates a
purchase.order in draft state with one line (product + qty + price_unit
+ date_planned from expected_date or +7d), stamps Westin's internal PO
ref as partner_ref so the factory can find it on return. Office reviews
and confirms via the normal Odoo flow.
_schedule_eta_activity() - schedules a Repair: Assign Technician activity
on the parent repair.order due on expected_date, assigned to
repair.user_id, so the office is reminded to call the client and book
the return visit on the day parts arrive.
VISIT-REPORT WIZARD PARTLINE EXTENSIONS
Same new fields exposed inline on the partline list so the tech captures
everything on the phone with the factory in one form:
vendor_partner_id (vendors-only filter), unit_cost + currency,
expected_date (calendar widget) replacing expected_lead_days as the
preferred input, under_warranty, internal_po_ref, factory_ticket_ref,
factory_ra_number, create_draft_po (default True - auto-builds PO on
submit when vendor + cost are both set).
CLIENT EMAIL TIGHTENED
email_template_parts_ordered:
- Subject now includes ETA "Parts ordered for your stairlift - expected 2026-06-06"
- Hero ETA panel: large blue-bordered card with "Expected Arrival" label
and the date in 24px bold
- Cost INTENTIONALLY OMITTED - "Our office will call you to confirm a
return visit time. If you have any questions about pricing or
scheduling, please reach out to our office directly."
- "There is nothing for you to do right now." callout
UI
- repair.order form header: new "Start Troubleshooting" button (info
style, sitemap icon, visible when state in (draft, confirmed,
under_repair) AND symptom is set)
- repair.order form intake row: x_fc_symptom_class_id picker filtered to
the category, x_fc_resolved_on_call display when true
- repair.part.order form: header button "Create Draft Purchase Order"
+ new Vendor / Cost / Warranty group + System group with the PO link
- Intake wizard equipment line: symptom_class_id picker
- New menus:
Configuration > Symptom Classes
Configuration > Troubleshooting Flowcharts
Fusion Repairs > Troubleshooting Sessions (run history)
SECURITY
18 new ACL rows for the 6 new models, scoped Manager-full / User-read /
FieldTech-read. Flowchart runs and steps get write access for User so CS
can record steps; Manager owns flowchart + node + edge CRUD.
POST-MIGRATION (19.0.2.2.0)
Existing installs: walks all distinct (category, x_fc_issue_category) text
pairs on repair.order, creates a placeholder fusion.repair.symptom.class
per pair (or reuses an existing match by code/name), back-fills the new
x_fc_symptom_class_id M2O. Idempotent + safe to re-run.
DEPENDENCY
Added 'purchase' to depends (action_create_draft_po needs purchase.order).
VERIFIED END-TO-END on local westin-v19 (Margaret persona, 0 bugs):
STEP 0 seed: chart v1 8 nodes / 12 edges / published, 7 stairlift
symptoms, stairlift class=lift_elevating
STEP 1 CS creates RO-202605-60 with symptom Not Moving
STEP 2 Start Troubleshooting -> client action tag returned
STEP 3 walk run: Power on? Yes -> Seatbelt? Yes -> Swivel? Yes ->
outcome 'Still not moving - dispatch technician'
(outcome_kind=escalate)
STEP 4 runtime_complete('escalated') -> internal_notes prepended with
CS troubleshooting summary
STEP 5 visit-report parts_needed with vendor Handicare + cost $425 +
warranty + factory refs -> PART-00008 created + draft
PO 26690 auto-built with line "Handicare 1100 control
board" qty 1 @ $425, partner_ref WH-2026-1042
STEP 6 mark_ordered -> client email queued (NO cost mentioned, ETA
shown prominently) + office activity scheduled for
2026-06-06
STEP 7 fresh resume returns same run; resolved outcome auto-closes the
repair (state=done, x_fc_resolved_on_call=True)
Bumped to 19.0.2.2.0.
Co-authored-by: Cursor <cursoragent@cursor.com>
9.2 KiB
9.2 KiB
| 1 | id | name | model_id:id | group_id:id | perm_read | perm_write | perm_create | perm_unlink |
|---|---|---|---|---|---|---|---|---|
| 2 | access_repair_product_category_user | Repair Category User Read | model_fusion_repair_product_category | group_fusion_repairs_user | 1 | 0 | 0 | 0 |
| 3 | access_repair_product_category_manager | Repair Category Manager Full | model_fusion_repair_product_category | group_fusion_repairs_manager | 1 | 1 | 1 | 1 |
| 4 | access_repair_intake_template_user | Intake Template User Read | model_fusion_repair_intake_template | group_fusion_repairs_user | 1 | 0 | 0 | 0 |
| 5 | access_repair_intake_template_manager | Intake Template Manager Full | model_fusion_repair_intake_template | group_fusion_repairs_manager | 1 | 1 | 1 | 1 |
| 6 | access_repair_intake_question_user | Intake Question User Read | model_fusion_repair_intake_question | group_fusion_repairs_user | 1 | 0 | 0 | 0 |
| 7 | access_repair_intake_question_manager | Intake Question Manager Full | model_fusion_repair_intake_question | group_fusion_repairs_manager | 1 | 1 | 1 | 1 |
| 8 | access_repair_intake_answer_user | Intake Answer User Full | model_fusion_repair_intake_answer | group_fusion_repairs_user | 1 | 1 | 1 | 0 |
| 9 | access_repair_intake_answer_manager | Intake Answer Manager Full | model_fusion_repair_intake_answer | group_fusion_repairs_manager | 1 | 1 | 1 | 1 |
| 10 | access_repair_intake_answer_tech_portal | Intake Answer Technician Read | model_fusion_repair_intake_answer | fusion_tasks.group_field_technician | 1 | 0 | 0 | 0 |
| 11 | access_repair_intake_wizard_user | Intake Wizard User Full | model_fusion_repair_intake_wizard | group_fusion_repairs_user | 1 | 1 | 1 | 1 |
| 12 | access_repair_intake_wizard_equipment_user | Intake Wizard Equipment User Full | model_fusion_repair_intake_wizard_equipment | group_fusion_repairs_user | 1 | 1 | 1 | 1 |
| 13 | access_repair_service_catalog_user | Catalogue User Read | model_fusion_repair_service_catalog | group_fusion_repairs_user | 1 | 0 | 0 | 0 |
| 14 | access_repair_service_catalog_manager | Catalogue Manager Full | model_fusion_repair_service_catalog | group_fusion_repairs_manager | 1 | 1 | 1 | 1 |
| 15 | access_repair_warranty_user | Warranty User Read | model_fusion_repair_warranty_coverage | group_fusion_repairs_user | 1 | 0 | 0 | 0 |
| 16 | access_repair_warranty_manager | Warranty Manager Full | model_fusion_repair_warranty_coverage | group_fusion_repairs_manager | 1 | 1 | 1 | 1 |
| 17 | access_repair_visit_report_wizard_user | Visit Report Wizard User | model_fusion_repair_visit_report_wizard | group_fusion_repairs_user | 1 | 1 | 1 | 1 |
| 18 | access_repair_visit_report_wizard_line_user | Visit Report Line User | model_fusion_repair_visit_report_wizard_line | group_fusion_repairs_user | 1 | 1 | 1 | 1 |
| 19 | access_repair_maintenance_user | Maintenance Contract User Read | model_fusion_repair_maintenance_contract | group_fusion_repairs_user | 1 | 0 | 0 | 0 |
| 20 | access_repair_maintenance_dispatcher | Maintenance Contract Dispatcher | model_fusion_repair_maintenance_contract | group_fusion_repairs_dispatcher | 1 | 1 | 1 | 0 |
| 21 | access_repair_maintenance_manager | Maintenance Contract Manager Full | model_fusion_repair_maintenance_contract | group_fusion_repairs_manager | 1 | 1 | 1 | 1 |
| 22 | access_repair_order_repairs_user | Repair Order Repairs User Read/Write | repair.model_repair_order | group_fusion_repairs_user | 1 | 1 | 1 | 0 |
| 23 | access_repair_order_repairs_manager | Repair Order Repairs Manager Full | repair.model_repair_order | group_fusion_repairs_manager | 1 | 1 | 1 | 1 |
| 24 | access_technician_task_repairs_user | Technician Task Repairs User Schedule | fusion_tasks.model_fusion_technician_task | group_fusion_repairs_user | 1 | 1 | 1 | 0 |
| 25 | access_technician_task_repairs_manager | Technician Task Repairs Manager Full | fusion_tasks.model_fusion_technician_task | group_fusion_repairs_manager | 1 | 1 | 1 | 1 |
| 26 | access_repair_self_check_rule_user | Self-Check Rule User Read | model_fusion_repair_self_check_rule | group_fusion_repairs_user | 1 | 0 | 0 | 0 |
| 27 | access_repair_self_check_rule_manager | Self-Check Rule Manager Full | model_fusion_repair_self_check_rule | group_fusion_repairs_manager | 1 | 1 | 1 | 1 |
| 28 | access_qr_sticker_wizard_user | QR Sticker Wizard User Full | model_fusion_repair_qr_sticker_wizard | group_fusion_repairs_user | 1 | 1 | 1 | 1 |
| 29 | access_repair_inspection_user | Inspection Cert User Read | model_fusion_repair_inspection_certificate | group_fusion_repairs_user | 1 | 0 | 0 | 0 |
| 30 | access_repair_inspection_dispatcher | Inspection Cert Dispatcher | model_fusion_repair_inspection_certificate | group_fusion_repairs_dispatcher | 1 | 1 | 1 | 0 |
| 31 | access_repair_inspection_manager | Inspection Cert Manager Full | model_fusion_repair_inspection_certificate | group_fusion_repairs_manager | 1 | 1 | 1 | 1 |
| 32 | access_repair_inspection_technician | Inspection Cert Field Tech Read-Only | model_fusion_repair_inspection_certificate | fusion_tasks.group_field_technician | 1 | 0 | 0 | 0 |
| 33 | access_service_plan_sub_user | Service Plan Sub User Read | model_fusion_repair_service_plan_subscription | group_fusion_repairs_user | 1 | 0 | 0 | 0 |
| 34 | access_service_plan_sub_dispatcher | Service Plan Sub Dispatcher | model_fusion_repair_service_plan_subscription | group_fusion_repairs_dispatcher | 1 | 1 | 1 | 0 |
| 35 | access_service_plan_sub_manager | Service Plan Sub Manager Full | model_fusion_repair_service_plan_subscription | group_fusion_repairs_manager | 1 | 1 | 1 | 1 |
| 36 | access_service_plan_burn_user | Service Plan Burn User Read | model_fusion_repair_service_plan_burn | group_fusion_repairs_user | 1 | 0 | 0 | 0 |
| 37 | access_service_plan_burn_manager | Service Plan Burn Manager Full | model_fusion_repair_service_plan_burn | group_fusion_repairs_manager | 1 | 1 | 1 | 1 |
| 38 | access_emergency_charge_user | Emergency Charge User Read | model_fusion_repair_emergency_charge | group_fusion_repairs_user | 1 | 0 | 0 | 0 |
| 39 | access_emergency_charge_manager | Emergency Charge Manager Full | model_fusion_repair_emergency_charge | group_fusion_repairs_manager | 1 | 1 | 1 | 1 |
| 40 | access_part_order_user | Part Order User Read | model_fusion_repair_part_order | group_fusion_repairs_user | 1 | 0 | 0 | 0 |
| 41 | access_part_order_dispatcher | Part Order Dispatcher | model_fusion_repair_part_order | group_fusion_repairs_dispatcher | 1 | 1 | 1 | 0 |
| 42 | access_part_order_manager | Part Order Manager Full | model_fusion_repair_part_order | group_fusion_repairs_manager | 1 | 1 | 1 | 1 |
| 43 | access_part_order_technician | Part Order Field Tech Create | model_fusion_repair_part_order | fusion_tasks.group_field_technician | 1 | 1 | 1 | 0 |
| 44 | access_visit_report_partline_user | Visit Report Part Line User Full | model_fusion_repair_visit_report_wizard_partline | group_fusion_repairs_user | 1 | 1 | 1 | 1 |
| 45 | access_visit_report_partline_tech | Visit Report Part Line Field Tech Full | model_fusion_repair_visit_report_wizard_partline | fusion_tasks.group_field_technician | 1 | 1 | 1 | 1 |
| 46 | access_callout_rate_user | Callout Rate User Read | model_fusion_repair_callout_rate | group_fusion_repairs_user | 1 | 0 | 0 | 0 |
| 47 | access_callout_rate_manager | Callout Rate Manager Full | model_fusion_repair_callout_rate | group_fusion_repairs_manager | 1 | 1 | 1 | 1 |
| 48 | access_delivery_charge_user | Delivery Charge User Read | model_fusion_repair_delivery_charge | group_fusion_repairs_user | 1 | 0 | 0 | 0 |
| 49 | access_delivery_charge_manager | Delivery Charge Manager Full | model_fusion_repair_delivery_charge | group_fusion_repairs_manager | 1 | 1 | 1 | 1 |
| 50 | access_symptom_class_user | Symptom Class User Read | model_fusion_repair_symptom_class | group_fusion_repairs_user | 1 | 0 | 0 | 0 |
| 51 | access_symptom_class_manager | Symptom Class Manager Full | model_fusion_repair_symptom_class | group_fusion_repairs_manager | 1 | 1 | 1 | 1 |
| 52 | access_symptom_class_tech | Symptom Class Field Tech Read | model_fusion_repair_symptom_class | fusion_tasks.group_field_technician | 1 | 0 | 0 | 0 |
| 53 | access_flowchart_user | Flowchart User Read | model_fusion_repair_flowchart | group_fusion_repairs_user | 1 | 0 | 0 | 0 |
| 54 | access_flowchart_manager | Flowchart Manager Full | model_fusion_repair_flowchart | group_fusion_repairs_manager | 1 | 1 | 1 | 1 |
| 55 | access_flowchart_tech | Flowchart Field Tech Read | model_fusion_repair_flowchart | fusion_tasks.group_field_technician | 1 | 0 | 0 | 0 |
| 56 | access_flowchart_node_user | Flowchart Node User Read | model_fusion_repair_flowchart_node | group_fusion_repairs_user | 1 | 0 | 0 | 0 |
| 57 | access_flowchart_node_manager | Flowchart Node Manager Full | model_fusion_repair_flowchart_node | group_fusion_repairs_manager | 1 | 1 | 1 | 1 |
| 58 | access_flowchart_node_tech | Flowchart Node Field Tech Read | model_fusion_repair_flowchart_node | fusion_tasks.group_field_technician | 1 | 0 | 0 | 0 |
| 59 | access_flowchart_edge_user | Flowchart Edge User Read | model_fusion_repair_flowchart_edge | group_fusion_repairs_user | 1 | 0 | 0 | 0 |
| 60 | access_flowchart_edge_manager | Flowchart Edge Manager Full | model_fusion_repair_flowchart_edge | group_fusion_repairs_manager | 1 | 1 | 1 | 1 |
| 61 | access_flowchart_edge_tech | Flowchart Edge Field Tech Read | model_fusion_repair_flowchart_edge | fusion_tasks.group_field_technician | 1 | 0 | 0 | 0 |
| 62 | access_flowchart_run_user | Flowchart Run User Full | model_fusion_repair_flowchart_run | group_fusion_repairs_user | 1 | 1 | 1 | 0 |
| 63 | access_flowchart_run_manager | Flowchart Run Manager Full | model_fusion_repair_flowchart_run | group_fusion_repairs_manager | 1 | 1 | 1 | 1 |
| 64 | access_flowchart_run_tech | Flowchart Run Field Tech Read | model_fusion_repair_flowchart_run | fusion_tasks.group_field_technician | 1 | 0 | 0 | 0 |
| 65 | access_flowchart_run_step_user | Flowchart Run Step User Full | model_fusion_repair_flowchart_run_step | group_fusion_repairs_user | 1 | 1 | 1 | 0 |
| 66 | access_flowchart_run_step_manager | Flowchart Run Step Manager Full | model_fusion_repair_flowchart_run_step | group_fusion_repairs_manager | 1 | 1 | 1 | 1 |
| 67 | access_flowchart_run_step_tech | Flowchart Run Step Field Tech Read | model_fusion_repair_flowchart_run_step | fusion_tasks.group_field_technician | 1 | 0 | 0 | 0 |
| 68 | access_labor_warranty_user | Labor Warranty User Read | model_fusion_repair_labor_warranty | group_fusion_repairs_user | 1 | 0 | 0 | 0 |
| 69 | access_labor_warranty_sales_rep | Labor Warranty Sales Rep Write | model_fusion_repair_labor_warranty | group_fusion_repairs_sales_rep | 1 | 1 | 0 | 0 |
| 70 | access_labor_warranty_manager | Labor Warranty Manager Full | model_fusion_repair_labor_warranty | group_fusion_repairs_manager | 1 | 1 | 1 | 1 |
| 71 | access_labor_warranty_technician | Labor Warranty Field Tech Read | model_fusion_repair_labor_warranty | fusion_tasks.group_field_technician | 1 | 1 | 0 | 0 |