Files
Odoo-Modules/fusion_repairs/models/intake_template.py
gsinghpal 429084e0bf feat(fusion_repairs): Phase 1 MVP - backend intake wizard + core models
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>
2026-05-20 21:35:52 -04:00

75 lines
2.4 KiB
Python

# -*- coding: utf-8 -*-
# Copyright 2024-2026 Nexa Systems Inc.
# License OPL-1 (Odoo Proprietary License v1.0)
from odoo import api, fields, models
class FusionRepairIntakeTemplate(models.Model):
"""A reusable set of intake questions per medical equipment category.
Each template contains an ordered list of questions; the intake wizard
(and sales-rep / client portals) render these dynamically with
conditional show/hide based on prior answers.
"""
_name = 'fusion.repair.intake.template'
_description = 'Repair Intake Question Template'
_order = 'sequence, name'
name = fields.Char(string='Template Name', required=True, translate=True)
code = fields.Char(
string='Code',
help='Optional stable identifier for referencing this template from code/data.',
)
sequence = fields.Integer(string='Sequence', default=10)
active = fields.Boolean(default=True)
is_default = fields.Boolean(
string='Default Fallback',
help='Used when no template is explicitly configured for the selected category. '
'Exactly one template should be flagged as default per company.',
)
description = fields.Html(string='Description', translate=True)
product_category_ids = fields.Many2many(
'fusion.repair.product.category',
'fusion_repair_intake_template_category_rel',
'template_id',
'category_id',
string='Applies to Categories',
help='Categories that automatically select this template during intake.',
)
question_ids = fields.One2many(
'fusion.repair.intake.question',
'template_id',
string='Questions',
copy=True,
)
question_count = fields.Integer(
compute='_compute_question_count',
string='Question Count',
)
company_id = fields.Many2one(
'res.company',
string='Company',
default=lambda self: self.env.company,
)
@api.depends('question_ids')
def _compute_question_count(self):
for tpl in self:
tpl.question_count = len(tpl.question_ids)
def action_view_questions(self):
self.ensure_one()
return {
'type': 'ir.actions.act_window',
'name': self.name,
'res_model': 'fusion.repair.intake.question',
'view_mode': 'list,form',
'domain': [('template_id', '=', self.id)],
'context': {'default_template_id': self.id},
}