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>
297 lines
12 KiB
Python
297 lines
12 KiB
Python
# -*- coding: utf-8 -*-
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# Copyright 2024-2026 Nexa Systems Inc.
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# License OPL-1 (Odoo Proprietary License v1.0)
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"""Public client self-service portal at /repair.
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Phase 1 scope (no AI yet):
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- /repair Landing page with "Start" CTA
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- /repair/new Multi-step form
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- /repair/submit POST -> creates repair.order via shared intake service
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- /repair/thanks Confirmation with reference
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- /repair/lookup_phone jsonrpc safe partner match (masked PII)
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Security:
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- Public auth (no login) - the voicemail prompts mention this URL
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- Per-IP rate limit on submit (configurable)
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- Honeypot + CSRF
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- Phone lookup returns ONLY masked name + address slice (never other PII)
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- Records created via sudo in the controller; record rules don't apply
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because anonymous users don't have a session
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Phase 2+ will add: AI self-check, upsell engine, smart SMS verify,
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safety on-call paging, reCAPTCHA v3.
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"""
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import base64
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import hashlib
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import logging
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import re
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import time
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from odoo import SUPERUSER_ID, http, fields
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from odoo.http import request
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from odoo.tools import email_normalize
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_logger = logging.getLogger(__name__)
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# In-memory rate-limit window per worker. Good enough for Phase 1
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# and matches the project's "no extra infra" goal. Resets on restart.
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_RATE_LIMIT_BUCKET = {}
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def _now_hour_bucket():
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return int(time.time() // 3600)
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def _mask_partner_for_lookup(partner):
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"""Return ONLY safe summary fields - never the full partner record."""
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name = partner.name or ""
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# First name + last initial; never reveal full surname.
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if " " in name:
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first, last = name.split(" ", 1)
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safe_name = f"{first} {(last or ' ')[:1]}."
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else:
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safe_name = name
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return {
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"matched": True,
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"name": safe_name,
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"city": partner.city or "",
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}
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def _e164_clean(phone):
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if not phone:
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return ""
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return re.sub(r"[^\d+]", "", phone)[-12:]
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class ClientRepairPortal(http.Controller):
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# ------------------------------------------------------------------
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# RATE LIMIT
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# ------------------------------------------------------------------
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def _check_rate_limit(self):
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ICP = request.env["ir.config_parameter"].sudo()
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try:
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limit = int(ICP.get_param(
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"fusion_repairs.client_portal_rate_limit_per_hour", "10"
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))
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except (ValueError, TypeError):
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limit = 10
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# Use remote_addr from the proxy header if present.
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ip = (
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request.httprequest.headers.get("X-Forwarded-For")
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or request.httprequest.remote_addr
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or "unknown"
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)
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ip = ip.split(",")[0].strip()
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bucket = _now_hour_bucket()
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key = f"{ip}:{bucket}"
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# Prune old buckets (cheap - dict is small).
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for k in list(_RATE_LIMIT_BUCKET.keys()):
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if not k.endswith(f":{bucket}"):
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_RATE_LIMIT_BUCKET.pop(k, None)
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# Check FIRST so blocked attempts don't keep inflating the counter.
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if _RATE_LIMIT_BUCKET.get(key, 0) >= limit:
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return True # blocked
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_RATE_LIMIT_BUCKET[key] = _RATE_LIMIT_BUCKET.get(key, 0) + 1
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return False
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# ------------------------------------------------------------------
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# LANDING
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# ------------------------------------------------------------------
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@http.route("/repair", type="http", auth="public", website=True, sitemap=True)
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def repair_landing(self, **kw):
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return request.render("fusion_repairs.portal_client_repair_landing", {
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"page_name": "client_repair_landing",
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})
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@http.route("/repair/new", type="http", auth="public", website=True,
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sitemap=False)
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def repair_new(self, sn=None, **kw):
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categories = request.env["fusion.repair.product.category"].sudo().search([
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("active", "=", True),
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], order="sequence, name")
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prefilled_serial = (sn or "").strip()
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return request.render("fusion_repairs.portal_client_repair_form", {
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"page_name": "client_repair_new",
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"categories": categories,
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"prefilled_serial": prefilled_serial,
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"error": kw.get("error"),
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})
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# ------------------------------------------------------------------
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# SAFE PARTNER LOOKUP (anti-leak)
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# ------------------------------------------------------------------
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@http.route("/repair/lookup_phone", type="jsonrpc", auth="public",
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website=True)
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def repair_lookup_phone(self, phone=None, **kw):
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if self._check_rate_limit():
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return {"error": "rate_limited"}
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cleaned = _e164_clean(phone)
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if len(cleaned) < 7:
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return {"matched": False}
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matches = request.env["res.partner"].sudo().search([
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"|",
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("phone", "ilike", cleaned[-7:]),
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("phone_sanitized", "ilike", cleaned[-7:]),
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], limit=1)
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if matches:
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return _mask_partner_for_lookup(matches[0])
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return {"matched": False}
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# ------------------------------------------------------------------
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# SUBMIT
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# ------------------------------------------------------------------
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@http.route("/repair/submit", type="http", auth="public", methods=["POST"],
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csrf=True, website=True)
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def repair_submit(self, **post):
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# Honeypot - bots tend to fill every visible field.
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if (post.get("hp_company") or "").strip():
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_logger.info("Client portal submit blocked by honeypot from IP=%s",
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request.httprequest.remote_addr)
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return request.redirect("/repair/new?error=spam")
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if self._check_rate_limit():
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return request.redirect("/repair/new?error=rate_limited")
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# Required fields.
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partner_name = (post.get("client_name") or "").strip()
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phone = (post.get("client_phone") or "").strip()
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issue_summary = (post.get("issue_summary") or "").strip()
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category_id = int(post.get("category_id") or 0)
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if not (partner_name and phone and issue_summary and category_id):
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return request.redirect("/repair/new?error=missing")
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# Validate email if provided. Empty is allowed; malformed redirects back.
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raw_email = (post.get("client_email") or "").strip()
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clean_email = email_normalize(raw_email) if raw_email else False
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if raw_email and not clean_email:
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return request.redirect("/repair/new?error=email")
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# Find or create partner. Match by phone if known (safe - we already
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# have their consent to contact via this form).
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cleaned_phone = _e164_clean(phone)
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partner = False
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if len(cleaned_phone) >= 7:
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partner = request.env["res.partner"].sudo().search([
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"|",
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("phone", "ilike", cleaned_phone[-7:]),
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("phone_sanitized", "ilike", cleaned_phone[-7:]),
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], limit=1)
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partner_vals = None
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if not partner:
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partner_vals = {
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"name": partner_name,
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"phone": phone,
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"email": clean_email or False,
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"street": (post.get("client_street") or "").strip(),
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"city": (post.get("client_city") or "").strip(),
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}
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# Stage uploaded photos.
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files = request.httprequest.files.getlist("photos")
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attachment_ids = []
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for f in files or []:
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if not getattr(f, "filename", None):
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continue
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data = f.read()
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if not data:
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continue
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attachment_ids.append(request.env["ir.attachment"].sudo().create({
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"name": f.filename,
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"datas": base64.b64encode(data),
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"res_model": "fusion.repair.intake.session",
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"res_id": 0,
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}).id)
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equipment = {
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"repair_category_id": category_id,
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"third_party": post.get("third_party") in ("on", "true", "1"),
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"urgency": post.get("urgency") or "normal",
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"issue_summary": issue_summary,
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"internal_notes": (post.get("internal_notes") or "").strip(),
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"photo_attachment_ids": attachment_ids,
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}
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# Pick a real human owner for the repair so emails go from a person:
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# admin if present, else the lowest-id non-share user, else SUPERUSER_ID.
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admin = request.env.ref("base.user_admin", raise_if_not_found=False)
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if admin:
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intake_uid = admin.id
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else:
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internal = request.env["res.users"].sudo().search(
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[("share", "=", False)], order="id asc", limit=1,
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)
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intake_uid = internal.id if internal else SUPERUSER_ID
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payload = {
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"partner_id": partner.id if partner else None,
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"partner_vals": partner_vals,
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"intake_user_id": intake_uid,
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"equipment_items": [equipment],
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}
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try:
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repairs = request.env["fusion.repair.intake.service"].sudo() \
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.create_repair_orders(payload, source="client_portal")
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except Exception:
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_logger.exception("Client portal repair submit failed")
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return request.redirect("/repair/new?error=server")
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token = hashlib.sha256(
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f"{repairs[0].id}:{repairs[0].create_date}".encode()
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).hexdigest()[:16]
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return request.redirect(f"/repair/thanks?ref={repairs[0].name}&t={token}")
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@http.route("/repair/thanks", type="http", auth="public", website=True,
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sitemap=False)
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def repair_thanks(self, ref=None, t=None, **kw):
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return request.render("fusion_repairs.portal_client_repair_thanks", {
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"page_name": "client_repair_thanks",
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"ref": ref or "",
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})
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# ------------------------------------------------------------------
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# CL6 / CL7: AI self-check JSONRPC endpoint
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# ------------------------------------------------------------------
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@http.route("/repair/self_check", type="jsonrpc", auth="public",
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website=True)
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def repair_self_check(self, category_id=None, symptoms=None,
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urgency=None, **kw):
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if self._check_rate_limit():
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return {"error": "rate_limited"}
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if not symptoms:
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symptoms = []
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if isinstance(symptoms, str):
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symptoms = [symptoms]
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# Defensive: cap input size to defend against prompt-injection bloat
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symptoms = [str(s)[:500] for s in symptoms[:5]]
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Service = request.env["fusion.repair.ai.service"].sudo()
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return Service.suggest_self_check(
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product_category_id=int(category_id or 0) or None,
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symptoms=symptoms,
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urgency=urgency or None,
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)
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# ------------------------------------------------------------------
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# CL15: on-call acknowledgement endpoint
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# ------------------------------------------------------------------
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@http.route("/repair/on-call/ack/<string:token>", type="http",
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auth="user", website=True, sitemap=False)
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def repair_on_call_ack(self, token, **kw):
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Repair = request.env["repair.order"].sudo()
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repair = Repair.search([("x_fc_on_call_token", "=", token)], limit=1)
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if not repair:
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return request.render(
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"fusion_repairs.portal_on_call_ack_invalid", {},
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)
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Service = request.env["fusion.repair.on.call.service"].sudo()
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Service.acknowledge(repair, request.env.user)
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return request.render("fusion_repairs.portal_on_call_ack_ok", {
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"repair_name": repair.name,
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})
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