c506b53dec
X2 Day-before visit reminder email
- New cron 'Fusion Repairs: Day-before visit reminders' (daily at 08:00)
walks repair.order records with at least one linked
fusion.technician.task scheduled for tomorrow and not yet reminded.
- Sends mail.template email_template_visit_day_before to the client.
- New x_fc_day_before_reminder_sent flag (copy=False) so the cron
never re-sends the same reminder.
- Template uses 4px blue accent, 600px max-width, shows the scheduled
date + technician name + equipment, with a 'reply to reschedule' note.
- Verified: cron flagged the test repair x_fc_day_before_reminder_sent=True
after running.
X4 Post-visit NPS / Google review email
- New cron 'Fusion Repairs: Send post-visit NPS emails' (hourly)
finds repairs in state='done' with write_date >= 24h ago and no NPS
email sent. Sends mail.template email_template_post_visit_nps.
- New x_fc_nps_email_sent flag so we never re-pester clients.
- Template uses 4px green accent + 'Leave a Google review' CTA button
linking to res.company.x_fc_google_review_url (or a sensible Google
search fallback when the company hasn't configured a review URL).
M3 Loaner auto-offer for long-running repairs
- Soft-bridges fusion_loaners_management without a hard dep -
cron_offer_loaner_for_long_repairs returns immediately if the
fusion.loaner.checkout model isn't installed.
- Walks repair.order records open longer than
fusion_repairs.loaner_offer_threshold_days (ICP, default 3 days)
with no existing loaner-offer activity.
- Posts a 'Repair: Offer Loaner' activity (new mail.activity.type)
assigned to the repair responsible.
- New x_fc_loaner_offered flag to prevent daily re-posting.
- Manual 'Offer Loaner' button on repair header opens the
fusion.loaner.checkout wizard pre-filled with partner + SO.
- Daily cron runs at 08:30.
Email + ICP + cron wiring:
- 2 new mail.template records (visit_day_before, post_visit_nps)
- 1 new mail.activity.type (loaner_offer)
- 3 new ir.cron records (day-before, NPS, loaner)
- 1 new ir.config_parameter (loaner_offer_threshold_days)
- 1 new header button (Offer Loaner) on repair.order
Verified end-to-end on local westin-v19:
X2 setup repair: RO-202605-12 task: TASK-00045
day-before flag after cron: True (expected True)
M3 loaner model not installed - cron correctly no-op'd
(no flag set, no activity posted, no error - the soft-dep guard works)
Bumped to 19.0.1.3.0.
Co-authored-by: Cursor <cursoragent@cursor.com>
290 lines
15 KiB
XML
290 lines
15 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
|
|
<odoo>
|
|
|
|
<!-- ============================================================== -->
|
|
<!-- Form view extensions -->
|
|
<!-- ============================================================== -->
|
|
<record id="view_repair_order_form_inherit_fusion_repairs" model="ir.ui.view">
|
|
<field name="name">repair.order.form.inherit.fusion_repairs</field>
|
|
<field name="model">repair.order</field>
|
|
<field name="inherit_id" ref="repair.view_repair_order_form"/>
|
|
<field name="arch" type="xml">
|
|
|
|
<!-- Header action buttons (visit report + collect payment) -->
|
|
<xpath expr="//header" position="inside">
|
|
<button name="action_open_visit_report"
|
|
type="object"
|
|
string="Visit Report"
|
|
class="btn-primary"
|
|
invisible="state in ('draft', 'cancel') or x_fc_technician_task_count == 0"
|
|
groups="fusion_repairs.group_fusion_repairs_user"/>
|
|
<button name="action_collect_payment"
|
|
type="object"
|
|
string="Collect Payment"
|
|
class="btn-secondary"
|
|
invisible="state != 'done'"
|
|
groups="fusion_repairs.group_fusion_repairs_user"/>
|
|
<button name="action_offer_loaner"
|
|
type="object"
|
|
string="Offer Loaner"
|
|
class="btn-secondary"
|
|
icon="fa-handshake-o"
|
|
invisible="state in ('done', 'cancel')"
|
|
groups="fusion_repairs.group_fusion_repairs_user"/>
|
|
</xpath>
|
|
|
|
<!-- Smart buttons: Technician Tasks + Intake Answers + Original SO. -->
|
|
<xpath expr="//div[hasclass('oe_button_box')]" position="inside">
|
|
<button name="action_view_technician_tasks"
|
|
type="object"
|
|
class="oe_stat_button"
|
|
icon="fa-wrench"
|
|
invisible="x_fc_technician_task_count == 0">
|
|
<field name="x_fc_technician_task_count" widget="statinfo" string="Tech Tasks"/>
|
|
</button>
|
|
<button name="action_view_intake_answers"
|
|
type="object"
|
|
class="oe_stat_button"
|
|
icon="fa-list-alt"
|
|
invisible="x_fc_intake_answer_count == 0">
|
|
<field name="x_fc_intake_answer_count" widget="statinfo" string="Answers"/>
|
|
</button>
|
|
<button name="action_view_original_sale_order"
|
|
type="object"
|
|
class="oe_stat_button"
|
|
icon="fa-dollar"
|
|
invisible="not x_fc_original_sale_order_id">
|
|
<field name="x_fc_original_sale_order_id" widget="statinfo" string="Original SO"/>
|
|
</button>
|
|
</xpath>
|
|
|
|
<!-- Add intake metadata under partner_id -->
|
|
<xpath expr="//field[@name='partner_id']" position="after">
|
|
<field name="x_fc_repair_category_id" options="{'no_create': True}"/>
|
|
<field name="x_fc_urgency" widget="badge"
|
|
decoration-success="x_fc_urgency == 'normal'"
|
|
decoration-warning="x_fc_urgency == 'urgent'"
|
|
decoration-danger="x_fc_urgency == 'safety'"/>
|
|
<field name="x_fc_third_party_equipment"/>
|
|
<field name="x_fc_is_quote_only"/>
|
|
<field name="x_fc_intake_source" readonly="1"/>
|
|
<field name="x_fc_intake_user_id" readonly="1" invisible="not x_fc_intake_user_id"/>
|
|
<field name="x_fc_intake_session_id" readonly="1" invisible="not x_fc_intake_session_id"/>
|
|
</xpath>
|
|
|
|
<!-- Add a Fusion Repairs notebook tab with intake + photos. -->
|
|
<xpath expr="//notebook" position="inside">
|
|
<page string="Intake" name="fusion_intake">
|
|
<group>
|
|
<group>
|
|
<field name="x_fc_intake_template_id" readonly="1"/>
|
|
<field name="x_fc_issue_category"/>
|
|
</group>
|
|
<group>
|
|
<field name="x_fc_warranty_override_reason"
|
|
placeholder="Reason if warranty status was overridden"/>
|
|
<field name="x_fc_estimated_duration" widget="float_time"/>
|
|
</group>
|
|
</group>
|
|
<separator string="Answers"/>
|
|
<field name="x_fc_intake_answer_ids" readonly="1">
|
|
<list>
|
|
<field name="sequence" column_invisible="True"/>
|
|
<field name="question_name"/>
|
|
<field name="value_display"/>
|
|
<field name="question_type" optional="hide"/>
|
|
</list>
|
|
</field>
|
|
<separator string="Photos & Videos"/>
|
|
<field name="x_fc_photo_ids" widget="many2many_binary"/>
|
|
</page>
|
|
<page string="Pricing" name="fusion_pricing" invisible="not x_fc_estimated_cost and not x_fc_actual_cost">
|
|
<group>
|
|
<group>
|
|
<field name="x_fc_estimated_cost" widget="monetary"/>
|
|
<field name="x_fc_actual_cost" widget="monetary"/>
|
|
</group>
|
|
<group>
|
|
<field name="x_fc_cost_variance_pct" widget="float" digits="[16,2]"/>
|
|
<field name="x_fc_requires_requote"/>
|
|
<field name="company_currency_id" invisible="1"/>
|
|
</group>
|
|
</group>
|
|
</page>
|
|
<page string="AI Brief" name="fusion_ai" invisible="not x_fc_ai_summary">
|
|
<field name="x_fc_ai_summary" readonly="1"/>
|
|
</page>
|
|
</xpath>
|
|
|
|
</field>
|
|
</record>
|
|
|
|
<!-- ============================================================== -->
|
|
<!-- Kanban: add urgency badge + intake source -->
|
|
<!-- ============================================================== -->
|
|
<record id="view_repair_order_kanban_inherit_fusion_repairs" model="ir.ui.view">
|
|
<field name="name">repair.order.kanban.inherit.fusion_repairs</field>
|
|
<field name="model">repair.order</field>
|
|
<field name="inherit_id" ref="repair.view_repair_kanban"/>
|
|
<field name="arch" type="xml">
|
|
<xpath expr="//field[@name='partner_id']" position="after">
|
|
<field name="x_fc_urgency"/>
|
|
<field name="x_fc_third_party_equipment"/>
|
|
</xpath>
|
|
</field>
|
|
</record>
|
|
|
|
<!-- ============================================================== -->
|
|
<!-- List: add urgency + source columns -->
|
|
<!-- ============================================================== -->
|
|
<record id="view_repair_order_list_inherit_fusion_repairs" model="ir.ui.view">
|
|
<field name="name">repair.order.list.inherit.fusion_repairs</field>
|
|
<field name="model">repair.order</field>
|
|
<field name="inherit_id" ref="repair.view_repair_order_tree"/>
|
|
<field name="arch" type="xml">
|
|
<xpath expr="//field[@name='partner_id']" position="after">
|
|
<field name="x_fc_urgency" widget="badge"
|
|
decoration-success="x_fc_urgency == 'normal'"
|
|
decoration-warning="x_fc_urgency == 'urgent'"
|
|
decoration-danger="x_fc_urgency == 'safety'"
|
|
optional="show"/>
|
|
<field name="x_fc_intake_source" optional="hide"/>
|
|
<field name="x_fc_third_party_equipment" optional="hide"/>
|
|
</xpath>
|
|
</field>
|
|
</record>
|
|
|
|
<!-- ============================================================== -->
|
|
<!-- New Service Call action - opens the wizard as a modal -->
|
|
<!-- ============================================================== -->
|
|
<record id="action_open_repair_intake_wizard" model="ir.actions.act_window">
|
|
<field name="name">New Service Call</field>
|
|
<field name="res_model">fusion.repair.intake.wizard</field>
|
|
<field name="view_mode">form</field>
|
|
<field name="target">new</field>
|
|
</record>
|
|
|
|
<!-- ============================================================== -->
|
|
<!-- Fusion Repairs Service Calls dashboard -->
|
|
<!-- Branded kanban / list of repair.order filtered to repairs that -->
|
|
<!-- came through one of the Fusion intake surfaces, with the -->
|
|
<!-- New Service Call wizard wired into the header. -->
|
|
<!-- ============================================================== -->
|
|
<record id="view_fusion_repair_dashboard_kanban" model="ir.ui.view">
|
|
<field name="name">repair.order.dashboard.fusion_repairs</field>
|
|
<field name="model">repair.order</field>
|
|
<field name="arch" type="xml">
|
|
<kanban default_group_by="state"
|
|
class="o_kanban_small_column o_kanban_repair_dashboard"
|
|
sample="1">
|
|
<field name="name"/>
|
|
<field name="partner_id"/>
|
|
<field name="state"/>
|
|
<field name="x_fc_urgency"/>
|
|
<field name="x_fc_third_party_equipment"/>
|
|
<field name="x_fc_repair_category_id"/>
|
|
<field name="x_fc_intake_source"/>
|
|
<field name="x_fc_estimated_cost"/>
|
|
<field name="company_currency_id"/>
|
|
<field name="schedule_date"/>
|
|
<templates>
|
|
<t t-name="card">
|
|
<div class="d-flex justify-content-between mb-2">
|
|
<strong class="o_kanban_record_title">
|
|
<field name="name"/>
|
|
</strong>
|
|
<span t-attf-class="badge {{ {'safety':'text-bg-danger','urgent':'text-bg-warning','normal':'text-bg-secondary'}[record.x_fc_urgency.raw_value] }}">
|
|
<field name="x_fc_urgency"/>
|
|
</span>
|
|
</div>
|
|
<div class="text-muted small mb-1">
|
|
<i class="fa fa-user me-1"/>
|
|
<field name="partner_id"/>
|
|
</div>
|
|
<div class="text-muted small mb-1" t-if="record.x_fc_repair_category_id.raw_value">
|
|
<i class="fa fa-wrench me-1"/>
|
|
<field name="x_fc_repair_category_id"/>
|
|
</div>
|
|
<div class="text-muted small mb-1" t-if="record.schedule_date.raw_value">
|
|
<i class="fa fa-calendar me-1"/>
|
|
<field name="schedule_date" widget="date"/>
|
|
</div>
|
|
<div class="d-flex justify-content-between mt-2">
|
|
<span class="small text-muted">
|
|
<field name="x_fc_intake_source"/>
|
|
</span>
|
|
<span t-if="record.x_fc_third_party_equipment.raw_value"
|
|
class="badge text-bg-warning small">3rd-party</span>
|
|
</div>
|
|
</t>
|
|
</templates>
|
|
</kanban>
|
|
</field>
|
|
</record>
|
|
|
|
<record id="view_fusion_repair_dashboard_search" model="ir.ui.view">
|
|
<field name="name">repair.order.search.fusion_repairs</field>
|
|
<field name="model">repair.order</field>
|
|
<field name="arch" type="xml">
|
|
<search string="Service Calls">
|
|
<field name="name"/>
|
|
<field name="partner_id"/>
|
|
<field name="x_fc_repair_category_id"/>
|
|
<filter string="Today" name="today"
|
|
domain="[('create_date', '>=', datetime.datetime.combine(context_today(), datetime.time(0,0,0)))]"/>
|
|
<filter string="This Week" name="week"
|
|
domain="[('create_date', '>=', datetime.datetime.combine(context_today() - datetime.timedelta(days=7), datetime.time(0,0,0)))]"/>
|
|
<separator/>
|
|
<filter string="Safety" name="safety"
|
|
domain="[('x_fc_urgency', '=', 'safety')]"/>
|
|
<filter string="Urgent" name="urgent"
|
|
domain="[('x_fc_urgency', '=', 'urgent')]"/>
|
|
<filter string="Third-Party" name="thirdparty"
|
|
domain="[('x_fc_third_party_equipment', '=', True)]"/>
|
|
<filter string="Quote Only" name="quote_only"
|
|
domain="[('x_fc_is_quote_only', '=', True)]"/>
|
|
<separator/>
|
|
<filter string="From Backend Wizard" name="src_backend"
|
|
domain="[('x_fc_intake_source', '=', 'backend_wizard')]"/>
|
|
<filter string="From Sales Rep Portal" name="src_salesrep"
|
|
domain="[('x_fc_intake_source', '=', 'sales_rep_portal')]"/>
|
|
<filter string="From Client Portal" name="src_client"
|
|
domain="[('x_fc_intake_source', '=', 'client_portal')]"/>
|
|
<separator/>
|
|
<filter string="Open (not closed)" name="open"
|
|
domain="[('state', 'not in', ('done', 'cancel'))]"/>
|
|
<group>
|
|
<filter string="Status" name="group_state" context="{'group_by': 'state'}"/>
|
|
<filter string="Urgency" name="group_urgency" context="{'group_by': 'x_fc_urgency'}"/>
|
|
<filter string="Category" name="group_category" context="{'group_by': 'x_fc_repair_category_id'}"/>
|
|
<filter string="Intake Source" name="group_source" context="{'group_by': 'x_fc_intake_source'}"/>
|
|
</group>
|
|
</search>
|
|
</field>
|
|
</record>
|
|
|
|
<record id="action_fusion_repair_dashboard" model="ir.actions.act_window">
|
|
<field name="name">Service Calls</field>
|
|
<field name="res_model">repair.order</field>
|
|
<field name="view_mode">kanban,list,form</field>
|
|
<field name="search_view_id" ref="view_fusion_repair_dashboard_search"/>
|
|
<field name="context">{'search_default_open': 1}</field>
|
|
<field name="help" type="html">
|
|
<p class="o_view_nocontent_smiling_face">No service calls yet</p>
|
|
<p>
|
|
Click <strong>New</strong> in the top-left to open the guided
|
|
intake wizard. The form will walk you through caller info,
|
|
equipment selection, the issue, urgency and photos.
|
|
</p>
|
|
</field>
|
|
</record>
|
|
|
|
<record id="action_fusion_repair_dashboard_kanban" model="ir.actions.act_window.view">
|
|
<field name="sequence" eval="1"/>
|
|
<field name="view_mode">kanban</field>
|
|
<field name="view_id" ref="view_fusion_repair_dashboard_kanban"/>
|
|
<field name="act_window_id" ref="action_fusion_repair_dashboard"/>
|
|
</record>
|
|
|
|
</odoo>
|