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Odoo-Modules/fusion_repairs/security/ir.model.access.csv
gsinghpal eb186cac3c feat(fusion_repairs): Bundle 11 - CS guided troubleshooting flowcharts + vendor PO 
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>
2026-05-27 12:50:06 -04:00

72 lines
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Raw Blame History

id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
access_repair_product_category_user,Repair Category User Read,model_fusion_repair_product_category,group_fusion_repairs_user,1,0,0,0
access_repair_product_category_manager,Repair Category Manager Full,model_fusion_repair_product_category,group_fusion_repairs_manager,1,1,1,1
access_repair_intake_template_user,Intake Template User Read,model_fusion_repair_intake_template,group_fusion_repairs_user,1,0,0,0
access_repair_intake_template_manager,Intake Template Manager Full,model_fusion_repair_intake_template,group_fusion_repairs_manager,1,1,1,1
access_repair_intake_question_user,Intake Question User Read,model_fusion_repair_intake_question,group_fusion_repairs_user,1,0,0,0
access_repair_intake_question_manager,Intake Question Manager Full,model_fusion_repair_intake_question,group_fusion_repairs_manager,1,1,1,1
access_repair_intake_answer_user,Intake Answer User Full,model_fusion_repair_intake_answer,group_fusion_repairs_user,1,1,1,0
access_repair_intake_answer_manager,Intake Answer Manager Full,model_fusion_repair_intake_answer,group_fusion_repairs_manager,1,1,1,1
access_repair_intake_answer_tech_portal,Intake Answer Technician Read,model_fusion_repair_intake_answer,fusion_tasks.group_field_technician,1,0,0,0
access_repair_intake_wizard_user,Intake Wizard User Full,model_fusion_repair_intake_wizard,group_fusion_repairs_user,1,1,1,1
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
access_repair_service_catalog_user,Catalogue User Read,model_fusion_repair_service_catalog,group_fusion_repairs_user,1,0,0,0
access_repair_service_catalog_manager,Catalogue Manager Full,model_fusion_repair_service_catalog,group_fusion_repairs_manager,1,1,1,1
access_repair_warranty_user,Warranty User Read,model_fusion_repair_warranty_coverage,group_fusion_repairs_user,1,0,0,0
access_repair_warranty_manager,Warranty Manager Full,model_fusion_repair_warranty_coverage,group_fusion_repairs_manager,1,1,1,1
access_repair_visit_report_wizard_user,Visit Report Wizard User,model_fusion_repair_visit_report_wizard,group_fusion_repairs_user,1,1,1,1
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
access_repair_maintenance_user,Maintenance Contract User Read,model_fusion_repair_maintenance_contract,group_fusion_repairs_user,1,0,0,0
access_repair_maintenance_dispatcher,Maintenance Contract Dispatcher,model_fusion_repair_maintenance_contract,group_fusion_repairs_dispatcher,1,1,1,0
access_repair_maintenance_manager,Maintenance Contract Manager Full,model_fusion_repair_maintenance_contract,group_fusion_repairs_manager,1,1,1,1
access_repair_order_repairs_user,Repair Order Repairs User Read/Write,repair.model_repair_order,group_fusion_repairs_user,1,1,1,0
access_repair_order_repairs_manager,Repair Order Repairs Manager Full,repair.model_repair_order,group_fusion_repairs_manager,1,1,1,1
access_technician_task_repairs_user,Technician Task Repairs User Schedule,fusion_tasks.model_fusion_technician_task,group_fusion_repairs_user,1,1,1,0
access_technician_task_repairs_manager,Technician Task Repairs Manager Full,fusion_tasks.model_fusion_technician_task,group_fusion_repairs_manager,1,1,1,1
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
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
access_qr_sticker_wizard_user,QR Sticker Wizard User Full,model_fusion_repair_qr_sticker_wizard,group_fusion_repairs_user,1,1,1,1
access_repair_inspection_user,Inspection Cert User Read,model_fusion_repair_inspection_certificate,group_fusion_repairs_user,1,0,0,0
access_repair_inspection_dispatcher,Inspection Cert Dispatcher,model_fusion_repair_inspection_certificate,group_fusion_repairs_dispatcher,1,1,1,0
access_repair_inspection_manager,Inspection Cert Manager Full,model_fusion_repair_inspection_certificate,group_fusion_repairs_manager,1,1,1,1
access_repair_inspection_technician,Inspection Cert Field Tech Read-Only,model_fusion_repair_inspection_certificate,fusion_tasks.group_field_technician,1,0,0,0
access_service_plan_sub_user,Service Plan Sub User Read,model_fusion_repair_service_plan_subscription,group_fusion_repairs_user,1,0,0,0
access_service_plan_sub_dispatcher,Service Plan Sub Dispatcher,model_fusion_repair_service_plan_subscription,group_fusion_repairs_dispatcher,1,1,1,0
access_service_plan_sub_manager,Service Plan Sub Manager Full,model_fusion_repair_service_plan_subscription,group_fusion_repairs_manager,1,1,1,1
access_service_plan_burn_user,Service Plan Burn User Read,model_fusion_repair_service_plan_burn,group_fusion_repairs_user,1,0,0,0
access_service_plan_burn_manager,Service Plan Burn Manager Full,model_fusion_repair_service_plan_burn,group_fusion_repairs_manager,1,1,1,1
access_emergency_charge_user,Emergency Charge User Read,model_fusion_repair_emergency_charge,group_fusion_repairs_user,1,0,0,0
access_emergency_charge_manager,Emergency Charge Manager Full,model_fusion_repair_emergency_charge,group_fusion_repairs_manager,1,1,1,1
access_part_order_user,Part Order User Read,model_fusion_repair_part_order,group_fusion_repairs_user,1,0,0,0
access_part_order_dispatcher,Part Order Dispatcher,model_fusion_repair_part_order,group_fusion_repairs_dispatcher,1,1,1,0
access_part_order_manager,Part Order Manager Full,model_fusion_repair_part_order,group_fusion_repairs_manager,1,1,1,1
access_part_order_technician,Part Order Field Tech Create,model_fusion_repair_part_order,fusion_tasks.group_field_technician,1,1,1,0
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
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
access_callout_rate_user,Callout Rate User Read,model_fusion_repair_callout_rate,group_fusion_repairs_user,1,0,0,0
access_callout_rate_manager,Callout Rate Manager Full,model_fusion_repair_callout_rate,group_fusion_repairs_manager,1,1,1,1
access_delivery_charge_user,Delivery Charge User Read,model_fusion_repair_delivery_charge,group_fusion_repairs_user,1,0,0,0
access_delivery_charge_manager,Delivery Charge Manager Full,model_fusion_repair_delivery_charge,group_fusion_repairs_manager,1,1,1,1
access_symptom_class_user,Symptom Class User Read,model_fusion_repair_symptom_class,group_fusion_repairs_user,1,0,0,0
access_symptom_class_manager,Symptom Class Manager Full,model_fusion_repair_symptom_class,group_fusion_repairs_manager,1,1,1,1
access_symptom_class_tech,Symptom Class Field Tech Read,model_fusion_repair_symptom_class,fusion_tasks.group_field_technician,1,0,0,0
access_flowchart_user,Flowchart User Read,model_fusion_repair_flowchart,group_fusion_repairs_user,1,0,0,0
access_flowchart_manager,Flowchart Manager Full,model_fusion_repair_flowchart,group_fusion_repairs_manager,1,1,1,1
access_flowchart_tech,Flowchart Field Tech Read,model_fusion_repair_flowchart,fusion_tasks.group_field_technician,1,0,0,0
access_flowchart_node_user,Flowchart Node User Read,model_fusion_repair_flowchart_node,group_fusion_repairs_user,1,0,0,0
access_flowchart_node_manager,Flowchart Node Manager Full,model_fusion_repair_flowchart_node,group_fusion_repairs_manager,1,1,1,1
access_flowchart_node_tech,Flowchart Node Field Tech Read,model_fusion_repair_flowchart_node,fusion_tasks.group_field_technician,1,0,0,0
access_flowchart_edge_user,Flowchart Edge User Read,model_fusion_repair_flowchart_edge,group_fusion_repairs_user,1,0,0,0
access_flowchart_edge_manager,Flowchart Edge Manager Full,model_fusion_repair_flowchart_edge,group_fusion_repairs_manager,1,1,1,1
access_flowchart_edge_tech,Flowchart Edge Field Tech Read,model_fusion_repair_flowchart_edge,fusion_tasks.group_field_technician,1,0,0,0
access_flowchart_run_user,Flowchart Run User Full,model_fusion_repair_flowchart_run,group_fusion_repairs_user,1,1,1,0
access_flowchart_run_manager,Flowchart Run Manager Full,model_fusion_repair_flowchart_run,group_fusion_repairs_manager,1,1,1,1
access_flowchart_run_tech,Flowchart Run Field Tech Read,model_fusion_repair_flowchart_run,fusion_tasks.group_field_technician,1,0,0,0
access_flowchart_run_step_user,Flowchart Run Step User Full,model_fusion_repair_flowchart_run_step,group_fusion_repairs_user,1,1,1,0
access_flowchart_run_step_manager,Flowchart Run Step Manager Full,model_fusion_repair_flowchart_run_step,group_fusion_repairs_manager,1,1,1,1
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
access_labor_warranty_user,Labor Warranty User Read,model_fusion_repair_labor_warranty,group_fusion_repairs_user,1,0,0,0
access_labor_warranty_sales_rep,Labor Warranty Sales Rep Write,model_fusion_repair_labor_warranty,group_fusion_repairs_sales_rep,1,1,0,0
access_labor_warranty_manager,Labor Warranty Manager Full,model_fusion_repair_labor_warranty,group_fusion_repairs_manager,1,1,1,1
access_labor_warranty_technician,Labor Warranty Field Tech Read,model_fusion_repair_labor_warranty,fusion_tasks.group_field_technician,1,1,0,0
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