Files
Odoo-Modules/fusion_repairs/views/intake_template_views.xml
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

96 lines
4.6 KiB
XML

<?xml version="1.0" encoding="utf-8"?>
<odoo>
<!-- Intake Template -->
<record id="view_repair_intake_template_list" model="ir.ui.view">
<field name="name">fusion.repair.intake.template.list</field>
<field name="model">fusion.repair.intake.template</field>
<field name="arch" type="xml">
<list string="Intake Templates">
<field name="sequence" widget="handle"/>
<field name="name"/>
<field name="code"/>
<field name="question_count"/>
<field name="is_default"/>
<field name="active" widget="boolean_toggle"/>
</list>
</field>
</record>
<record id="view_repair_intake_template_form" model="ir.ui.view">
<field name="name">fusion.repair.intake.template.form</field>
<field name="model">fusion.repair.intake.template</field>
<field name="arch" type="xml">
<form string="Intake Template">
<sheet>
<div class="oe_title">
<label for="name"/>
<h1>
<field name="name" placeholder="e.g. Stairlift - Standard Intake"/>
</h1>
</div>
<group>
<group>
<field name="code"/>
<field name="sequence"/>
<field name="company_id" groups="base.group_multi_company"/>
</group>
<group>
<field name="is_default"/>
<field name="active"/>
</group>
</group>
<field name="product_category_ids" widget="many2many_tags"/>
<notebook>
<page string="Questions" name="questions">
<field name="question_ids">
<list editable="bottom">
<field name="sequence" widget="handle"/>
<field name="name"/>
<field name="code" optional="hide"/>
<field name="question_type"/>
<field name="required"/>
<field name="help_text" optional="hide"/>
<field name="selection_options" optional="hide"/>
<field name="symptom_keywords" optional="hide"/>
</list>
<form>
<group>
<group>
<field name="name"/>
<field name="code"/>
<field name="question_type"/>
<field name="required"/>
</group>
<group>
<field name="sequence"/>
<field name="parent_question_id"/>
<field name="parent_answer_value"
invisible="not parent_question_id"/>
</group>
</group>
<field name="help_text" placeholder="Optional hint shown beneath the question"/>
<field name="selection_options"
invisible="question_type != 'selection'"
placeholder="One option per line"/>
<field name="symptom_keywords" placeholder="e.g. battery,charge,won't turn on"/>
</form>
</field>
</page>
<page string="Description" name="description">
<field name="description"/>
</page>
</notebook>
</sheet>
</form>
</field>
</record>
<record id="action_repair_intake_template" model="ir.actions.act_window">
<field name="name">Intake Templates</field>
<field name="res_model">fusion.repair.intake.template</field>
<field name="view_mode">list,form</field>
</record>
</odoo>