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>
363 lines
15 KiB
Python
363 lines
15 KiB
Python
# -*- coding: utf-8 -*-
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# Copyright 2024-2026 Nexa Systems Inc.
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# License OPL-1 (Odoo Proprietary License v1.0)
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"""Flowchart runtime - one fusion.repair.flowchart.run per CS troubleshooting
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session, with one fusion.repair.flowchart.run.step per node the rep visited.
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The transcript is the audit + handoff artefact: when CS resolves on-call we
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post it to chatter; when they escalate we copy it to internal_notes so the
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dispatched tech can see what was tried BEFORE arriving at the client.
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"""
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import logging
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from markupsafe import Markup
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from odoo import _, api, fields, models
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from odoo.exceptions import UserError
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_logger = logging.getLogger(__name__)
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RUN_OUTCOMES = [
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('in_progress', 'In Progress'),
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('resolved', 'Resolved on Call'),
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('escalated', 'Escalated to Technician'),
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('order_part', 'Captured Part Order'),
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('abandoned', 'Abandoned'),
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]
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class FusionRepairFlowchartRun(models.Model):
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_name = 'fusion.repair.flowchart.run'
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_inherit = ['mail.thread']
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_description = 'Flowchart Troubleshooting Run'
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_order = 'started_at desc, id desc'
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name = fields.Char(
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compute='_compute_name',
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store=True,
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)
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repair_order_id = fields.Many2one(
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'repair.order',
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required=True,
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index=True,
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ondelete='cascade',
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)
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flowchart_id = fields.Many2one(
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'fusion.repair.flowchart',
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required=True,
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index=True,
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ondelete='restrict',
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)
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flowchart_version = fields.Integer(
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string='Chart Version Snapshot',
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help='Version of the flowchart at the time the run was started; '
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'so the transcript stays valid even if the chart is later edited.',
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)
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partner_id = fields.Many2one(
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related='repair_order_id.partner_id', store=True, readonly=True,
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)
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started_at = fields.Datetime(default=fields.Datetime.now, required=True)
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started_by_id = fields.Many2one(
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'res.users', default=lambda self: self.env.user, required=True,
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)
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completed_at = fields.Datetime()
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completed_by_id = fields.Many2one('res.users')
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outcome = fields.Selection(
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RUN_OUTCOMES,
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default='in_progress',
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required=True,
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tracking=True,
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)
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step_ids = fields.One2many(
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'fusion.repair.flowchart.run.step', 'run_id',
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string='Steps',
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)
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step_count = fields.Integer(compute='_compute_step_count')
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current_node_id = fields.Many2one(
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'fusion.repair.flowchart.node',
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compute='_compute_current_node',
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store=True,
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help='Where the runner is right now - last step\'s node if no edge '
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'was chosen yet, otherwise the edge\'s target node.',
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)
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transcript_html = fields.Html(
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compute='_compute_transcript',
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sanitize=False, # we control the markup
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)
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company_id = fields.Many2one(
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'res.company',
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default=lambda self: self.env.company,
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)
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@api.depends('repair_order_id.name', 'flowchart_id.name')
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def _compute_name(self):
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for r in self:
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r.name = _('%s on %s') % (
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r.flowchart_id.name or '?', r.repair_order_id.name or '?',
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)
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@api.depends('step_ids')
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def _compute_step_count(self):
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for r in self:
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r.step_count = len(r.step_ids)
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@api.depends('step_ids.chosen_edge_id', 'step_ids.node_id',
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'flowchart_id.start_node_id')
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def _compute_current_node(self):
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for r in self:
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if not r.step_ids:
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r.current_node_id = r.flowchart_id.start_node_id
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continue
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last = r.step_ids[-1]
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# If they chose an edge on the last step, we should already be
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# showing the target. If not (just landed on a card), it's the
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# current node itself.
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if last.chosen_edge_id:
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r.current_node_id = last.chosen_edge_id.target_node_id
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else:
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r.current_node_id = last.node_id
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@api.depends('step_ids.node_name_snapshot', 'step_ids.chosen_label_snapshot',
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'step_ids.cs_note', 'outcome')
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def _compute_transcript(self):
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for r in self:
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if not r.step_ids:
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r.transcript_html = '<p><em>No steps recorded yet.</em></p>'
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continue
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lines = ['<ol style="margin:0 0 8px 1.2em;padding:0;">']
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for s in r.step_ids:
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line = f'<li><strong>{s.node_name_snapshot or "?"}</strong>'
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if s.chosen_label_snapshot:
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line += f' → <em>{s.chosen_label_snapshot}</em>'
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if s.cs_note:
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line += f' <span style="color:#666;">(note: {s.cs_note})</span>'
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line += '</li>'
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lines.append(line)
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lines.append('</ol>')
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outcome_label = dict(self._fields['outcome'].selection).get(r.outcome, r.outcome)
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lines.append(f'<p><strong>Outcome:</strong> {outcome_label}</p>')
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r.transcript_html = ''.join(lines)
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# ------------------------------------------------------------------
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# RUNTIME RPC API (called from the OWL runner component)
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# ------------------------------------------------------------------
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@api.model
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def runtime_start_or_resume(self, repair_id):
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"""Open or resume a troubleshooting run for the given repair.
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- If an in-progress run exists, return it.
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- Otherwise resolve the flowchart from the repair's (category, symptom)
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and create a fresh run starting at the chart's start node.
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Returns the dict shape that the OWL runner consumes.
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"""
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repair = self.env['repair.order'].browse(repair_id).exists()
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if not repair:
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raise UserError(_('Repair order not found.'))
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existing = self.search([
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('repair_order_id', '=', repair.id),
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('outcome', '=', 'in_progress'),
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], limit=1)
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if existing:
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return existing._runtime_dict()
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if not repair.x_fc_symptom_class_id:
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raise UserError(_('Pick a Symptom on the repair before starting '
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'troubleshooting.'))
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chart = self.env['fusion.repair.flowchart'].sudo().search([
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('category_id', '=', repair.x_fc_repair_category_id.id),
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('symptom_class_id', '=', repair.x_fc_symptom_class_id.id),
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('published', '=', True),
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('active', '=', True),
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], limit=1)
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if not chart:
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raise UserError(_(
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'No published troubleshooting flowchart found for '
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'%(cat)s + %(sym)s. Ask a manager to publish one in '
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'Configuration > Troubleshooting Flowcharts.'
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) % {
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'cat': repair.x_fc_repair_category_id.name or '?',
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'sym': repair.x_fc_symptom_class_id.name or '?',
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})
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run = self.sudo().create({
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'repair_order_id': repair.id,
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'flowchart_id': chart.id,
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'flowchart_version': chart.version,
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})
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return run._runtime_dict()
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def runtime_choose(self, edge_id, cs_note=''):
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"""CS clicked an answer button on the current card.
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Records a step (current_node + chosen_edge + note) and returns the
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updated run dict (which the OWL component uses to render the next card).
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"""
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self.ensure_one()
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if self.outcome != 'in_progress':
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raise UserError(_('This run has already been completed.'))
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edge = self.env['fusion.repair.flowchart.edge'].browse(edge_id).exists()
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if not edge:
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raise UserError(_('Chosen answer not found.'))
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if edge.source_node_id != self.current_node_id:
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raise UserError(_(
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'That answer does not belong to the current step. The chart '
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'may have been edited - please reload the runner.'
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))
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self.env['fusion.repair.flowchart.run.step'].sudo().create({
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'run_id': self.id,
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'sequence': len(self.step_ids) + 1,
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'node_id': self.current_node_id.id,
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'node_name_snapshot': self.current_node_id.name,
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'chosen_edge_id': edge.id,
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'chosen_label_snapshot': edge.label,
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'cs_note': cs_note or False,
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})
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# current_node_id auto-recomputes via depends
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self.invalidate_recordset(['current_node_id'])
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return self._runtime_dict()
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def runtime_complete(self, outcome, cs_note=''):
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"""CS hit a terminal outcome (resolved / escalate / order_part) OR
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manually abandoned. Closes the run and triggers downstream effects."""
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self.ensure_one()
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valid = {'resolved', 'escalated', 'order_part', 'abandoned'}
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if outcome not in valid:
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raise UserError(_('Unknown outcome %s.') % outcome)
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if self.outcome != 'in_progress':
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return self._runtime_dict()
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# Snapshot the final node as a step so the transcript shows it.
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node = self.current_node_id
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if node and (not self.step_ids or self.step_ids[-1].node_id != node):
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self.env['fusion.repair.flowchart.run.step'].sudo().create({
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'run_id': self.id,
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'sequence': len(self.step_ids) + 1,
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'node_id': node.id,
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'node_name_snapshot': node.name,
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'cs_note': cs_note or False,
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})
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self.write({
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'outcome': outcome,
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'completed_at': fields.Datetime.now(),
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'completed_by_id': self.env.uid,
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})
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# Dispatch the side-effects on the repair (see _apply_outcome).
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self._apply_outcome()
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return self._runtime_dict()
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def _apply_outcome(self):
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"""Run the side-effects on the parent repair depending on outcome."""
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for r in self:
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repair = r.repair_order_id
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transcript = Markup(r.transcript_html or '')
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if r.outcome == 'resolved':
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repair.x_fc_resolved_on_call = True
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repair.message_post(body=Markup(_(
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'<p><b>Resolved on call</b> via troubleshooting flowchart '
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'<i>%(name)s</i>:</p>%(transcript)s'
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)) % {'name': r.flowchart_id.name, 'transcript': transcript})
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# Close the repair through the Odoo state machine. Reuse the
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# visit-report wizard helper pattern.
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try:
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if repair.state == 'draft':
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try:
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repair.action_validate()
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except Exception:
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repair._action_repair_confirm()
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if repair.state == 'confirmed':
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repair.action_repair_start()
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if repair.state == 'under_repair':
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repair.action_repair_end()
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except Exception as e:
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_logger.warning(
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'Could not auto-close repair %s after on-call '
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'resolution: %s', repair.name, e,
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)
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elif r.outcome == 'escalated':
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# Prepend the transcript to internal_notes so the tech sees
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# what was tried at the top of the form.
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existing = repair.internal_notes or ''
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header = Markup(
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'<p><b>CS troubleshooting summary (flowchart %s):</b></p>'
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) % r.flowchart_id.name
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repair.internal_notes = (header + transcript +
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Markup('<hr/>') + Markup(existing))
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repair.message_post(body=Markup(_(
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'<p><b>Escalated to technician</b> via troubleshooting '
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'flowchart <i>%(name)s</i>:</p>%(transcript)s'
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)) % {'name': r.flowchart_id.name, 'transcript': transcript})
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elif r.outcome == 'order_part':
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repair.message_post(body=Markup(_(
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'<p><b>Part order needed</b> per troubleshooting flowchart '
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'<i>%(name)s</i>:</p>%(transcript)s'
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)) % {'name': r.flowchart_id.name, 'transcript': transcript})
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else: # abandoned
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repair.message_post(body=Markup(_(
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'<p>Troubleshooting run abandoned by %(user)s.</p>'
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'%(transcript)s'
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)) % {
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'user': self.env.user.name,
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'transcript': transcript,
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})
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def _runtime_dict(self):
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"""Serialise the run + current node + available edges for the OWL UI."""
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self.ensure_one()
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node = self.current_node_id
|
|
outgoing = self.env['fusion.repair.flowchart.edge'].sudo().search([
|
|
('source_node_id', '=', node.id),
|
|
], order='sequence, id') if node else self.env['fusion.repair.flowchart.edge']
|
|
return {
|
|
'run_id': self.id,
|
|
'repair_id': self.repair_order_id.id,
|
|
'repair_name': self.repair_order_id.name,
|
|
'partner_name': self.partner_id.name or '',
|
|
'flowchart_id': self.flowchart_id.id,
|
|
'flowchart_name': self.flowchart_id.name,
|
|
'canvas_layout': self.flowchart_id.canvas_layout or '',
|
|
'outcome': self.outcome,
|
|
'current_node': node._designer_dict() if node else None,
|
|
'options': [{
|
|
'edge_id': e.id,
|
|
'label': e.label or _('Continue'),
|
|
'target_node_id': e.target_node_id.id,
|
|
'target_node_type': e.target_node_id.node_type,
|
|
'target_outcome_kind': e.target_node_id.outcome_kind or '',
|
|
} for e in outgoing],
|
|
'transcript_html': self.transcript_html,
|
|
'visited_node_ids': [s.node_id.id for s in self.step_ids if s.node_id],
|
|
'visited_edge_ids': [s.chosen_edge_id.id for s in self.step_ids if s.chosen_edge_id],
|
|
'step_count': self.step_count,
|
|
}
|
|
|
|
|
|
class FusionRepairFlowchartRunStep(models.Model):
|
|
_name = 'fusion.repair.flowchart.run.step'
|
|
_description = 'Flowchart Run Step'
|
|
_order = 'run_id, sequence, id'
|
|
|
|
run_id = fields.Many2one(
|
|
'fusion.repair.flowchart.run',
|
|
required=True,
|
|
index=True,
|
|
ondelete='cascade',
|
|
)
|
|
sequence = fields.Integer(default=10)
|
|
node_id = fields.Many2one(
|
|
'fusion.repair.flowchart.node',
|
|
ondelete='set null',
|
|
index=True,
|
|
)
|
|
node_name_snapshot = fields.Char(
|
|
help='Frozen at the moment the step was recorded so transcript '
|
|
'survives later chart edits.',
|
|
)
|
|
chosen_edge_id = fields.Many2one(
|
|
'fusion.repair.flowchart.edge',
|
|
ondelete='set null',
|
|
)
|
|
chosen_label_snapshot = fields.Char()
|
|
cs_note = fields.Text()
|
|
recorded_at = fields.Datetime(default=fields.Datetime.now)
|