429084e0bf
Scaffolds the fusion_repairs module that extends Odoo 19 repair.order with a guided medical-equipment intake workflow. Models - fusion.repair.product.category (8 medical equipment categories seeded) - fusion.repair.intake.template / .question / .answer (7 templates, 32 questions seeded across hospital bed, stairlift, porch lift, wheelchair, walker/rollator, mattress) - fusion.repair.intake.service (AbstractModel) - single entry point used by backend wizard, sales rep portal, and public client portal so all three surfaces produce identical outcomes - repair.order extensions (x_fc_intake_*, x_fc_third_party_equipment, x_fc_photo_ids, x_fc_urgency, x_fc_estimated/actual_cost, AI summary) - fusion.technician.task back-link (x_fc_repair_order_id) - res.partner service preferences (preferred tech, time window, access notes) - res.users repair extensions (skills, cost rate, on-call rotation fields) - res.config.settings for variance thresholds, portal URL, rate limit UI - Backend intake wizard with multi-equipment loop, third-party flag, photos - repair.order form: Intake tab, Photos, Pricing tab, AI tab, smart buttons (technician tasks, intake answers, original SO) - Kanban + list view urgency badges - Fusion Repairs app menu (New Service Call, Repair Orders, Config) Activities & Email - 4 follow-up activity types (CS callback, tech dispatch, visit follow-up, manager review) with urgency-tiered deadlines - 2 mail templates (client confirmation + office notification) with the same dark/light-safe styling as fusion_claims ADP templates Security - New res.groups.privilege + 3 groups (User, Dispatcher, Manager) - Reuses fusion_tasks.group_field_technician (do NOT recreate) - Reuses fusion_authorizer_portal.group_sales_rep_portal - Multi-company global rule + technician scoping rule on repair.order Verified end-to-end on local westin-v19 dev DB via odoo-shell - creates multiple repairs in one session, auto-creates dispatch task for urgent, attaches 4 activity types correctly per urgency tier and third-party flag. Co-authored-by: Cursor <cursoragent@cursor.com>
104 lines
8.5 KiB
XML
104 lines
8.5 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<!--
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Fusion Repairs Mail Templates.
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Styling: 4px accent bar, 600px max-width, dark/light safe.
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Mirrors fusion_claims/data/mail_template_data.xml ADP templates for consistency.
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-->
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<odoo>
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<data noupdate="1">
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<!-- ============================================================== -->
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<!-- Repair Intake Received - Client Confirmation -->
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<!-- ============================================================== -->
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<record id="email_template_intake_received_client" model="mail.template">
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<field name="name">Repair: Intake Received (Client)</field>
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<field name="model_id" ref="repair.model_repair_order"/>
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<field name="subject">{{ object.company_id.name }} - Service Call {{ object.name or 'received' }}</field>
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<field name="email_from">{{ (object.user_id.email_formatted or object.company_id.email_formatted or user.email_formatted) }}</field>
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<field name="partner_to">{{ object.partner_id.id }}</field>
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<field name="body_html" type="html">
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<div style="font-family:-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Arial,sans-serif;max-width:600px;margin:0 auto;">
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<div style="height:4px;background-color:#2B6CB0;"></div>
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<div style="padding:32px 28px;">
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<p style="color:#2B6CB0;font-size:13px;font-weight:600;letter-spacing:0.5px;text-transform:uppercase;margin:0 0 24px 0;">
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<t t-out="object.company_id.name"/>
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</p>
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<h2 style="font-size:22px;font-weight:700;margin:0 0 6px 0;line-height:1.3;">We received your service request</h2>
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<p style="opacity:0.65;font-size:15px;line-height:1.5;margin:0 0 24px 0;">
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Hello <t t-out="object.partner_id.name or 'there'"/>, thank you for letting us know about your equipment.
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Your service call reference is <strong><t t-out="object.name"/></strong>.
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</p>
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<table style="width:100%;border-collapse:collapse;margin:0 0 24px 0;">
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<tr><td colspan="2" style="padding:10px 14px;font-size:12px;font-weight:600;opacity:0.55;text-transform:uppercase;letter-spacing:0.5px;border-bottom:2px solid rgba(128,128,128,0.25);">Service Call Details</td></tr>
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<tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);width:35%;">Reference</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.name"/></td></tr>
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<t t-if="object.product_id">
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<tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);">Equipment</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.product_id.display_name"/></td></tr>
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</t>
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<t t-if="object.schedule_date">
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<tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);">Scheduled</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.schedule_date" t-options="{'widget': 'datetime'}"/></td></tr>
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</t>
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<tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;">Status</td><td style="padding:10px 14px;font-size:14px;"><t t-out="dict(object._fields['state'].selection).get(object.state)"/></td></tr>
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</table>
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<div style="border-left:3px solid #2B6CB0;padding:12px 16px;margin:0 0 24px 0;">
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<p style="margin:0;font-size:14px;line-height:1.5;">
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A team member will be in touch shortly to confirm the next steps.
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If you need to reach us before then, please contact our office directly.
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</p>
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</div>
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<t t-if="not is_html_empty(object.user_id.signature)" data-o-mail-quote-container="1">
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<div data-o-mail-quote="1">--<br data-o-mail-quote="1"/><t t-out="object.user_id.signature or ''" data-o-mail-quote="1"/></div>
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</t>
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</div>
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</div>
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</field>
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<field name="lang">{{ object.partner_id.lang }}</field>
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<field name="auto_delete" eval="True"/>
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</record>
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<!-- ============================================================== -->
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<!-- Repair Intake Received - Office Notification -->
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<!-- ============================================================== -->
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<record id="email_template_intake_received_office" model="mail.template">
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<field name="name">Repair: Intake Received (Office)</field>
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<field name="model_id" ref="repair.model_repair_order"/>
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<field name="subject">[New Service Call] {{ object.partner_id.name or 'Walk-in' }} - {{ object.name or 'n/a' }}</field>
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<field name="email_from">{{ (object.user_id.email_formatted or object.company_id.email_formatted or user.email_formatted) }}</field>
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<field name="body_html" type="html">
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<div style="font-family:-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Arial,sans-serif;max-width:600px;margin:0 auto;">
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<div style="height:4px;background-color:#d69e2e;"></div>
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<div style="padding:32px 28px;">
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<p style="color:#d69e2e;font-size:13px;font-weight:600;letter-spacing:0.5px;text-transform:uppercase;margin:0 0 24px 0;">
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Internal: New Service Call
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</p>
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<h2 style="font-size:22px;font-weight:700;margin:0 0 6px 0;line-height:1.3;">A new repair has been submitted</h2>
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<p style="opacity:0.65;font-size:15px;line-height:1.5;margin:0 0 24px 0;">
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Submitted by <strong><t t-out="object.x_fc_intake_user_id.name or object.user_id.name or 'system'"/></strong>
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via the <strong><t t-out="dict(object._fields['x_fc_intake_source'].selection).get(object.x_fc_intake_source) or 'intake'"/></strong>.
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</p>
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<table style="width:100%;border-collapse:collapse;margin:0 0 24px 0;">
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<tr><td colspan="2" style="padding:10px 14px;font-size:12px;font-weight:600;opacity:0.55;text-transform:uppercase;letter-spacing:0.5px;border-bottom:2px solid rgba(128,128,128,0.25);">Details</td></tr>
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<tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);width:35%;">Reference</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.name"/></td></tr>
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<tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);">Client</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.partner_id.name or 'Walk-in / unknown'"/></td></tr>
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<t t-if="object.partner_id.phone">
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<tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);">Phone</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.partner_id.phone"/></td></tr>
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</t>
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<t t-if="object.product_id">
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<tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);">Equipment</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.product_id.display_name"/></td></tr>
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</t>
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<tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);">Urgency</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="dict(object._fields['x_fc_urgency'].selection).get(object.x_fc_urgency) or 'normal'"/></td></tr>
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<t t-if="object.x_fc_third_party_equipment">
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<tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);">Third-party</td><td style="padding:10px 14px;color:#d69e2e;font-size:14px;font-weight:600;border-bottom:1px solid rgba(128,128,128,0.15);">Yes - equipment not sold by us</td></tr>
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</t>
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<t t-if="object.under_warranty">
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<tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);">Warranty</td><td style="padding:10px 14px;color:#38a169;font-size:14px;font-weight:600;border-bottom:1px solid rgba(128,128,128,0.15);">Under warranty</td></tr>
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</t>
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</table>
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</div>
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</div>
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</field>
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<field name="auto_delete" eval="True"/>
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</record>
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</data>
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</odoo>
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