Files
Odoo-Modules/fusion_repairs/models/intake_service.py
gsinghpal 5c8768c556 feat(fusion_repairs): Bundle 2 - weekend self-service (CL6/CL7 + CL15 + CL17)
CL6/CL7 AI self-check engine
- New fusion.repair.ai.service AbstractModel with single guardrailed
  suggest_self_check(category_id, symptoms, urgency) entry point.
- Hard-escalation FIRST (before any AI call): stairlift / porch lift +
  safety symptoms (smoke / burning / spark / stuck / motor), OR any
  mention of fire / injury / hurt / bleeding / trapped, OR urgency=safety
  -> escalate immediately regardless of AI availability.
- AI call via fusion.api.service.call_openai() (consumer='fusion_repairs',
  feature='client_self_triage') with try/fallback per project rule -
  no hard fusion_api dep, no install error if it's missing.
- Strict response validation: JSON schema check, max 3 steps, max 200
  chars per field, forbidden-phrase regex (diagnose, you have, medical
  condition, stop using, consult doctor, price patterns) - on any
  failure falls back to deterministic rules.
- 24h in-memory cache keyed by (category, symptom_hash) so repeat calls
  during AI cost-cap incidents come from cache.
- System prompt + JSON schema published as ir.config_parameter so office
  can refine without code changes (default prompt + schema in spec
  Appendix A).
- New fusion.repair.self.check.rule model + 17 seeded rules across all
  7 product categories (data/self_check_data.xml) - these are the
  deterministic fallback AND the canonical seed if AI is disabled.
- New /repair/self_check jsonrpc route (auth=public) gated by the
  per-IP rate-limit; defensive input bounds (max 5 symptoms, 500 chars
  each) defend against prompt-injection bloat.

CL15 weekend safety escalation + on-call paging
- New fusion.repair.on.call.service AbstractModel with:
  * find_next_on_call(exclude=...) -> lowest x_fc_on_call_priority
  * page_on_call(repair) -> sends mail to next available + writes
    x_fc_on_call_token / x_fc_on_call_paged_user_id / paged_at on the
    repair, posts chatter
  * acknowledge(repair, user) -> records ack, posts chatter
  * cron_escalate_unacknowledged() -> every 5 min, re-pages the next
    priority for repairs paged >15 min ago without ack
- Auto-fires from intake service whenever x_fc_urgency='safety' is
  submitted. _is_business_hours() defaults to "page" when no calendar
  is set or after working hours.
- New email_template_on_call_page with 4px red accent + acknowledge
  CTA button linking to /repair/on-call/ack/<token>.
- /repair/on-call/ack/<token> http route (auth=user, must be the paged
  manager OR any internal user) records the ack and renders confirmation.
- 5-minute cron 'Fusion Repairs: Escalate unacknowledged on-call pages'
  with configurable window via fusion_repairs.on_call_escalate_minutes
  (default 15).
- New repair.order fields x_fc_on_call_token, x_fc_on_call_paged_user_id,
  x_fc_on_call_paged_at, x_fc_on_call_acknowledged_user_ids,
  x_fc_on_call_acknowledged_at - all copy=False so duplicates start fresh.

CL17 QR sticker generator
- New fusion.repair.qr.sticker.wizard TransientModel takes a Many2many
  of stock.lot records (optionally filtered by product).
- QWeb PDF report fusion_repairs.report_qr_stickers prints a 4-up
  sticker sheet on letter paper: 80mm x 50mm per sticker with the
  QR code (38mm), product name, serial number, and the canonical
  portal URL (from web.base.url + fusion_repairs.client_portal_url).
- QR encodes /repair?sn=<serial> which the public client portal
  already pre-fills via the ?sn= query param.
- Uses the qrcode library if available; renders 'QR lib missing'
  placeholder otherwise so the PDF still prints.
- New menu Configuration > Generate QR Stickers + standalone wizard.

Verified end-to-end on local westin-v19:
  CL6 stairlift+smoke -> escalate=True source=escalated reason=safety
  CL6 bed (no AI) -> fallback returned escalate=True (safe default)
  CL15 admin paged for RO-202605-10 with 27-char token
  CL17 sticker URL: /repair?sn=001124032521528404
       QR data URI: data:image/png;base64,iVBORw... (PNG OK)

Bumped to 19.0.1.2.0 (minor bump - new public-facing capabilities).

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-05-20 23:40:52 -04:00

538 lines
22 KiB
Python

# -*- coding: utf-8 -*-
# Copyright 2024-2026 Nexa Systems Inc.
# License OPL-1 (Odoo Proprietary License v1.0)
"""Shared intake service.
This AbstractModel is the SINGLE entry point for creating repair orders from
any intake surface: the backend wizard (Phase 1), the sales rep portal
(Phase 1+), and the public client self-service portal (Phase 1+).
All three surfaces call `create_repair_orders(payload, source='...')` so that
business logic - activities, emails, warranty determination, AI summary,
catalogue match, third-party flag, dispatch task creation - lives in one
place and the surfaces never drift apart.
"""
import logging
from datetime import timedelta
from markupsafe import Markup
from odoo import _, api, fields, models
from odoo.exceptions import UserError
_logger = logging.getLogger(__name__)
class FusionRepairIntakeService(models.AbstractModel):
_name = 'fusion.repair.intake.service'
_description = 'Repair Intake Service (shared by backend / sales rep / client)'
# ------------------------------------------------------------------
# PUBLIC API
# ------------------------------------------------------------------
@api.model
def create_repair_orders(self, payload, source='backend_wizard'):
"""Create one repair.order per equipment item in the payload.
:param payload: dict with keys:
- partner_id: int (required) or partner_vals: dict to create new partner
- intake_user_id: int (optional, defaults to env.user)
- quote_only: bool (optional, C6 - skips dispatch task creation)
- equipment_items: list of dicts, each with:
- product_id: int (optional)
- lot_id: int (optional)
- repair_category_id: int (optional)
- intake_template_id: int (optional)
- third_party: bool (optional)
- urgency: str (optional, default 'normal')
- issue_summary: str (optional)
- internal_notes: str (optional)
- photo_attachment_ids: list[int] (optional)
- answers: list of dicts with keys
(question_id, value_char|value_text|value_selection|
value_boolean|value_integer|value_date)
:param source: str, one of repair_order.INTAKE_SOURCES values.
:return: recordset of repair.order records created.
"""
partner_id = self._resolve_partner(payload)
if not partner_id:
raise UserError(_('A client is required to create a repair request.'))
intake_user = self.env['res.users'].browse(
payload.get('intake_user_id') or self.env.uid
)
session_ref = (
self.env['ir.sequence'].next_by_code('fusion.repair.intake.session')
or 'RIS/NEW'
)
equipment = payload.get('equipment_items') or [{}]
quote_only = bool(payload.get('quote_only'))
repairs = self.env['repair.order']
for item in equipment:
repair = self._create_single_repair(
partner_id=partner_id,
intake_user=intake_user,
session_ref=session_ref,
source=source,
item=item,
quote_only=quote_only,
)
repairs |= repair
return repairs
# ------------------------------------------------------------------
# PARTNER RESOLUTION
# ------------------------------------------------------------------
@api.model
def _resolve_partner(self, payload):
partner_id = payload.get('partner_id')
if partner_id:
return partner_id
partner_vals = payload.get('partner_vals')
if not partner_vals:
return False
# Sensible defaults for partners created via public portals so mail
# templates pick up the right language / company.
partner_vals.setdefault('lang', self.env.user.lang or 'en_CA')
partner_vals.setdefault('company_id', self.env.company.id)
partner = self.env['res.partner'].sudo().create(partner_vals)
return partner.id
# ------------------------------------------------------------------
# CORE CREATION
# ------------------------------------------------------------------
@api.model
def _create_single_repair(self, partner_id, intake_user, session_ref,
source, item, quote_only=False):
Repair = self.env['repair.order']
product_id = item.get('product_id')
vals = {
'partner_id': partner_id,
'user_id': intake_user.id,
'x_fc_intake_user_id': intake_user.id,
'x_fc_intake_session_id': session_ref,
'x_fc_intake_source': source,
'x_fc_repair_category_id': item.get('repair_category_id') or False,
'x_fc_intake_template_id': item.get('intake_template_id') or False,
'x_fc_third_party_equipment': bool(item.get('third_party')),
'x_fc_urgency': item.get('urgency') or 'normal',
'x_fc_issue_category': item.get('issue_category') or False,
'x_fc_is_quote_only': bool(quote_only),
'internal_notes': self._wrap_internal_notes(item),
}
if product_id:
vals['product_id'] = product_id
if item.get('lot_id'):
vals['lot_id'] = item['lot_id']
if item.get('schedule_date'):
vals['schedule_date'] = item['schedule_date']
repair = Repair.create(vals)
# Determine warranty AFTER creation (needs product on record).
if not repair.x_fc_third_party_equipment:
self._auto_link_original_sale_order(repair)
if repair._fc_compute_warranty_status():
repair.under_warranty = True
# Persist intake answers.
self._create_answers(repair, item.get('answers') or [])
# Service catalogue auto-match.
self._match_service_catalog(repair, item, quote_only=quote_only)
# Check our own repair-warranty (30/90 day re-do free).
self._check_repair_warranty(repair)
# Optional AI brief generation - never blocks intake.
self._generate_ai_summary(repair, item)
# Attach photos.
photo_ids = item.get('photo_attachment_ids') or []
if photo_ids:
attachments = self.env['ir.attachment'].sudo().browse(photo_ids).exists()
attachments.write({
'res_model': 'repair.order',
'res_id': repair.id,
})
repair.write({'x_fc_photo_ids': [(6, 0, attachments.ids)]})
# Activities.
self._schedule_activities(repair)
# Optional dispatch draft task (urgent / safety).
# Skip if the catalogue match already auto-created one.
# Skip entirely if intake is quote-only (C6).
if (
not quote_only
and repair.x_fc_urgency in ('urgent', 'safety')
and not repair.x_fc_technician_task_ids
):
self._create_dispatch_task(repair)
elif quote_only:
repair.message_post(body=Markup(_(
'Created in <b>Quote Only</b> mode - no technician dispatched.'
)))
# CL15: page the on-call manager for safety intakes after hours.
if repair.x_fc_urgency == 'safety':
try:
self.env['fusion.repair.on.call.service'].sudo().page_on_call(repair)
except Exception as e:
_logger.warning('On-call page failed for %s: %s', repair.name, e)
# Emails (client + office).
self._send_intake_emails(repair)
# Audit message in chatter.
repair.message_post(
body=Markup(_(
'Service call submitted via <b>%(source)s</b> by %(user)s. '
'Session reference: %(ref)s.'
)) % {
'source': dict(repair._fields['x_fc_intake_source'].selection).get(source) or '',
'user': intake_user.name or '',
'ref': session_ref or '',
},
)
return repair
@api.model
def _wrap_internal_notes(self, item):
notes = item.get('internal_notes') or ''
summary = item.get('issue_summary') or ''
if not (notes or summary):
return False
parts = []
if summary:
parts.append('<p><strong>Issue summary:</strong> %s</p>' % summary)
if notes:
parts.append('<p><strong>Notes:</strong> %s</p>' % notes)
return ''.join(parts)
# ------------------------------------------------------------------
# SERVICE CATALOGUE MATCH
# ------------------------------------------------------------------
@api.model
def _match_service_catalog(self, repair, item, quote_only=False):
category = repair.x_fc_repair_category_id
if not category:
return
text_hints = [
(item.get('issue_summary') or ''),
(item.get('issue_category') or ''),
(item.get('internal_notes') or ''),
]
catalog = self.env['fusion.repair.service.catalog'].sudo().find_best_match(
category.id, text_hints,
)
if not catalog:
return
repair.write({
'x_fc_service_catalog_id': catalog.id,
'x_fc_estimated_duration': catalog.estimated_hours,
'x_fc_estimated_cost': catalog.estimated_cost,
})
# Auto-create dispatch task if catalogue says so (in addition to urgency rule).
# Quote-only intakes skip this too.
if (
catalog.auto_schedule
and repair.x_fc_technician_task_count == 0
and not quote_only
):
self._create_dispatch_task(repair)
# ------------------------------------------------------------------
# REPAIR WARRANTY (our 30/90-day re-do free)
# ------------------------------------------------------------------
@api.model
def _check_repair_warranty(self, repair):
if not repair.partner_id:
return
warranty = self.env['fusion.repair.warranty.coverage'].sudo() \
.find_active_for(repair.partner_id.id, repair.product_id.id or None,
repair.lot_id.id or None)
if not warranty:
return
repair.message_post(
body=Markup(_(
'This repair MAY be covered by our active warranty <b>%(ref)s</b> '
'(expires %(exp)s). Manager review recommended before invoicing.'
)) % {
'ref': warranty.name or '',
'exp': warranty.expiry_date and str(warranty.expiry_date) or '',
},
message_type='comment',
)
# ------------------------------------------------------------------
# AI SUMMARY (try/fallback per fusion-api-integration rule)
# ------------------------------------------------------------------
@api.model
def _generate_ai_summary(self, repair, item):
try:
ApiService = self.env.get('fusion.api.service')
if not ApiService:
return
issue = (item.get('issue_summary') or '').strip()
if not issue:
return
category = repair.x_fc_repair_category_id.name or 'medical equipment'
urgency = repair.x_fc_urgency or 'normal'
messages = [
{
'role': 'system',
'content': (
'You are an assistant for a medical equipment repair service. '
'Given an intake note, output ONE short paragraph (under 80 words) '
'briefing the technician about: likely cause, what to bring, and '
'any safety considerations. NEVER provide medical advice. NEVER '
'recommend stopping equipment use. NEVER claim a definitive cause. '
'Plain English, no jargon.'
),
},
{
'role': 'user',
'content': (
f'Equipment category: {category}\n'
f'Urgency: {urgency}\n'
f'Issue: {issue}\n'
f'Notes: {(item.get("internal_notes") or "").strip()}'
),
},
]
summary = ApiService.call_openai(
consumer='fusion_repairs',
feature='intake_triage',
messages=messages,
max_tokens=200,
)
if summary:
repair.x_fc_ai_summary = summary.strip()
except Exception as e:
_logger.info('AI intake summary skipped: %s', e)
# ------------------------------------------------------------------
# ORIGINAL SO AUTO-LINK
# ------------------------------------------------------------------
@api.model
def _auto_link_original_sale_order(self, repair):
if not repair.partner_id or not repair.product_id:
return
SaleOrder = self.env['sale.order'].sudo()
domain = [
('partner_id', '=', repair.partner_id.id),
('state', 'in', ('sale', 'done')),
('order_line.product_id', '=', repair.product_id.id),
]
if repair.lot_id:
domain.append(('order_line.lot_ids', 'in', repair.lot_id.id))
candidate = SaleOrder.search(domain, order='date_order desc', limit=1)
if candidate:
repair.x_fc_original_sale_order_id = candidate
# ------------------------------------------------------------------
# ANSWERS
# ------------------------------------------------------------------
@api.model
def _create_answers(self, repair, answers):
if not answers:
return
Answer = self.env['fusion.repair.intake.answer']
for ans in answers:
qid = ans.get('question_id')
if not qid:
continue
Answer.create({
'repair_id': repair.id,
'question_id': qid,
'value_char': ans.get('value_char'),
'value_text': ans.get('value_text'),
'value_selection': ans.get('value_selection'),
'value_boolean': bool(ans.get('value_boolean')),
'value_integer': int(ans.get('value_integer') or 0),
'value_date': ans.get('value_date') or False,
})
# ------------------------------------------------------------------
# ACTIVITIES
# ------------------------------------------------------------------
@api.model
def _schedule_activities(self, repair):
"""Create the 4 intake activities described in the spec."""
try:
cs_callback_type = self.env.ref('fusion_repairs.mail_activity_type_cs_callback')
tech_dispatch_type = self.env.ref('fusion_repairs.mail_activity_type_tech_dispatch')
manager_review_type = self.env.ref('fusion_repairs.mail_activity_type_manager_review')
except ValueError:
_logger.warning('Repair activity types missing - skipping')
return
# CS callback - always, intake user
repair.activity_schedule(
activity_type_id=cs_callback_type.id,
summary=_('Call client back if any intake info was missing'),
user_id=repair.x_fc_intake_user_id.id or self.env.uid,
)
# Tech dispatch - assigned to responsible user, urgency-adjusted deadline
deadline_days = {'safety': 0, 'urgent': 1, 'normal': 2}.get(repair.x_fc_urgency, 2)
repair.activity_schedule(
activity_type_id=tech_dispatch_type.id,
summary=_('Assign a technician (urgency: %s)', repair.x_fc_urgency),
user_id=repair.user_id.id or self.env.uid,
date_deadline=fields.Date.context_today(self) + timedelta(days=deadline_days),
)
# Manager review - only for third-party equipment
if repair.x_fc_third_party_equipment:
manager_group = self.env.ref(
'fusion_repairs.group_fusion_repairs_manager',
raise_if_not_found=False,
)
manager_user = self.env.user
if manager_group:
# res.groups has no .users field in Odoo 19;
# query via res.users.all_group_ids (Odoo 19 renamed groups_id).
candidate = self.env['res.users'].sudo().search(
[('all_group_ids', 'in', manager_group.ids), ('active', '=', True)],
limit=1,
)
if candidate:
manager_user = candidate
repair.activity_schedule(
activity_type_id=manager_review_type.id,
summary=_('Third-party equipment - manager awareness'),
user_id=manager_user.id,
)
# ------------------------------------------------------------------
# DISPATCH TASK
# ------------------------------------------------------------------
@api.model
def _create_dispatch_task(self, repair):
"""Create a draft fusion.technician.task for urgent / safety repairs.
Phase 1 simple approach: no date/technician assigned, dispatcher confirms.
"""
Task = self.env['fusion.technician.task'].sudo()
try:
vals = {
'partner_id': repair.partner_id.id,
'task_type': 'repair',
'status': 'pending',
'scheduled_date': fields.Date.context_today(self),
'duration_hours': repair.x_fc_estimated_duration or 1.0,
'x_fc_repair_order_id': repair.id,
'description': repair.internal_notes or repair.name,
}
# technician_id is required AND constrained to x_fc_is_field_staff.
# D2: prefer a tech whose x_fc_repair_skills covers this repair's
# category. Falls back to ANY active field-staff user if no skilled
# tech exists, then to the lowest-id field-staff user as a placeholder.
tech_id = self._pick_dispatch_technician(repair)
if not tech_id:
_logger.warning(
'No field-staff user available - skipping auto-dispatch '
'task for repair %s (mark a user as Field Staff under '
'Settings > Users).',
repair.name,
)
return
vals['technician_id'] = tech_id
Task.create(vals)
except Exception as e:
_logger.warning('Failed to auto-create dispatch task for repair %s: %s',
repair.name, e)
@api.model
def _pick_dispatch_technician(self, repair):
"""D2: pick the best technician for the initial dispatch task.
Preference order:
1. The intake user IF they are field staff AND have the skill
2. Any active field-staff user with x_fc_repair_skills covering
the repair's product category
3. Any active field-staff user (no skills filter)
Returns the chosen user id, or False if none found.
"""
Users = self.env['res.users'].sudo()
category = repair.x_fc_repair_category_id
# Try intake user first if they qualify.
if repair.user_id and repair.user_id.x_fc_is_field_staff:
if not category or category in repair.user_id.x_fc_repair_skills:
return repair.user_id.id
# Skills-filtered candidates.
if category:
skilled = Users.search([
('x_fc_is_field_staff', '=', True),
('active', '=', True),
('x_fc_repair_skills', 'in', [category.id]),
], order='id', limit=1)
if skilled:
return skilled.id
# Any active field staff.
fallback = Users.search([
('x_fc_is_field_staff', '=', True),
('active', '=', True),
], order='id', limit=1)
return fallback.id if fallback else False
# ------------------------------------------------------------------
# EMAILS
# ------------------------------------------------------------------
@api.model
def _send_intake_emails(self, repair):
if not self._notifications_enabled():
return
# Client confirmation
if repair.partner_id and repair.partner_id.email:
try:
self.env.ref('fusion_repairs.email_template_intake_received_client') \
.send_mail(repair.id, force_send=False)
except Exception as e:
_logger.warning('Failed to send client intake email for %s: %s',
repair.name, e)
# Office notification
office_emails = self._office_emails(repair.company_id)
if office_emails:
try:
tpl = self.env.ref('fusion_repairs.email_template_intake_received_office')
tpl.with_context(default_email_to=','.join(office_emails)) \
.send_mail(repair.id, force_send=False, email_values={
'email_to': ','.join(office_emails),
})
except Exception as e:
_logger.warning('Failed to send office intake email for %s: %s',
repair.name, e)
@api.model
def _notifications_enabled(self):
ICP = self.env['ir.config_parameter'].sudo()
return ICP.get_param('fusion_repairs.enable_email_notifications', 'True') == 'True'
@api.model
def _office_emails(self, company):
# Reuse the office notification recipients defined by fusion_claims.
company_sudo = company.sudo()
recipients = getattr(company_sudo, 'x_fc_office_notification_ids', False)
emails = [p.email for p in (recipients or []) if p.email]
if not emails:
_logger.info(
'No office notification recipients configured on company %s - '
'skipping office intake email.',
company.name,
)
return emails