750c7068e2
Two complaints from the first hands-on test: 1) Submit button raised "Access Error (Document type: Activity, Operation: create)" - the wizard called the intake service WITHOUT sudo so the mail.activity records the service schedules tripped on the activity ACL (admin's group chain does not auto-grant activity create on repair.order without sudo). Both portal controllers already sudo'd; the wizard now does too. x_fc_intake_user_id preserves audit identity regardless. Verified end-to-end as gsingh@westinhealthcare.com (admin): Created: BR-WA/RO/00025 Activities: 2 Source: backend_wizard Intake user: gsingh@westinhealthcare.com 2) "Real dashboard with dedicated pages would have been nice" - the main menu opened the wizard directly as a modal. Restructured so the menu lands on a proper kanban dashboard of service calls, matching the standard Odoo app pattern: Fusion Repairs (app icon) - Service Calls <- dashboard kanban (default landing) - New Service Call <- wizard (still a modal, accessed from menu OR kanban's New button) - All Repair Orders <- native Odoo repair list (full backend) - Maintenance Contracts - Configuration - Equipment Categories / Intake Templates / Service Catalogue / Repair Warranties New view_fusion_repair_dashboard_kanban shows urgency badges (red / amber / grey), category, scheduled date, intake source pill, and a 3rd-party warning. Default group_by=state. New view_fusion_repair_dashboard_search adds quick filters: Today, This Week, Safety/Urgent, Third-Party, Open, plus per-source filters and Group By (Status / Urgency / Category / Intake Source). Wizard remains target='new' (modal) so submitting drops the user back to the kanban they came from with the new repair visible. Bumped version to 19.0.1.0.2 to bust the asset bundle hash. Co-authored-by: Cursor <cursoragent@cursor.com>
280 lines
15 KiB
XML
280 lines
15 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<!-- ============================================================== -->
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<!-- Form view extensions -->
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<!-- ============================================================== -->
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<record id="view_repair_order_form_inherit_fusion_repairs" model="ir.ui.view">
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<field name="name">repair.order.form.inherit.fusion_repairs</field>
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<field name="model">repair.order</field>
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<field name="inherit_id" ref="repair.view_repair_order_form"/>
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<field name="arch" type="xml">
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<!-- Header action buttons (visit report + collect payment) -->
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<xpath expr="//header" position="inside">
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<button name="action_open_visit_report"
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type="object"
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string="Visit Report"
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class="btn-primary"
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invisible="state in ('draft', 'cancel') or x_fc_technician_task_count == 0"
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groups="fusion_repairs.group_fusion_repairs_user"/>
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<button name="action_collect_payment"
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type="object"
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string="Collect Payment"
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class="btn-secondary"
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invisible="state != 'done'"
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groups="fusion_repairs.group_fusion_repairs_user"/>
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</xpath>
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<!-- Smart buttons: Technician Tasks + Intake Answers + Original SO. -->
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<xpath expr="//div[hasclass('oe_button_box')]" position="inside">
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<button name="action_view_technician_tasks"
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type="object"
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class="oe_stat_button"
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icon="fa-wrench"
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invisible="x_fc_technician_task_count == 0">
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<field name="x_fc_technician_task_count" widget="statinfo" string="Tech Tasks"/>
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</button>
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<button name="action_view_intake_answers"
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type="object"
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class="oe_stat_button"
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icon="fa-list-alt"
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invisible="x_fc_intake_answer_count == 0">
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<field name="x_fc_intake_answer_count" widget="statinfo" string="Answers"/>
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</button>
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<button name="action_view_original_sale_order"
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type="object"
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class="oe_stat_button"
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icon="fa-dollar"
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invisible="not x_fc_original_sale_order_id">
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<field name="x_fc_original_sale_order_id" widget="statinfo" string="Original SO"/>
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</button>
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</xpath>
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<!-- Add intake metadata under partner_id -->
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<xpath expr="//field[@name='partner_id']" position="after">
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<field name="x_fc_repair_category_id" options="{'no_create': True}"/>
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<field name="x_fc_urgency" widget="badge"
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decoration-success="x_fc_urgency == 'normal'"
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decoration-warning="x_fc_urgency == 'urgent'"
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decoration-danger="x_fc_urgency == 'safety'"/>
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<field name="x_fc_third_party_equipment"/>
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<field name="x_fc_intake_source" readonly="1"/>
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<field name="x_fc_intake_user_id" readonly="1" invisible="not x_fc_intake_user_id"/>
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<field name="x_fc_intake_session_id" readonly="1" invisible="not x_fc_intake_session_id"/>
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</xpath>
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<!-- Add a Fusion Repairs notebook tab with intake + photos. -->
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<xpath expr="//notebook" position="inside">
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<page string="Intake" name="fusion_intake">
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<group>
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<group>
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<field name="x_fc_intake_template_id" readonly="1"/>
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<field name="x_fc_issue_category"/>
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</group>
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<group>
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<field name="x_fc_warranty_override_reason"
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placeholder="Reason if warranty status was overridden"/>
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<field name="x_fc_estimated_duration" widget="float_time"/>
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</group>
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</group>
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<separator string="Answers"/>
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<field name="x_fc_intake_answer_ids" readonly="1">
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<list>
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<field name="sequence" column_invisible="True"/>
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<field name="question_name"/>
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<field name="value_display"/>
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<field name="question_type" optional="hide"/>
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</list>
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</field>
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<separator string="Photos & Videos"/>
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<field name="x_fc_photo_ids" widget="many2many_binary"/>
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</page>
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<page string="Pricing" name="fusion_pricing" invisible="not x_fc_estimated_cost and not x_fc_actual_cost">
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<group>
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<group>
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<field name="x_fc_estimated_cost" widget="monetary"/>
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<field name="x_fc_actual_cost" widget="monetary"/>
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</group>
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<group>
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<field name="x_fc_cost_variance_pct" widget="float" digits="[16,2]"/>
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<field name="x_fc_requires_requote"/>
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<field name="company_currency_id" invisible="1"/>
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</group>
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</group>
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</page>
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<page string="AI Brief" name="fusion_ai" invisible="not x_fc_ai_summary">
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<field name="x_fc_ai_summary" readonly="1"/>
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</page>
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</xpath>
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</field>
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</record>
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<!-- ============================================================== -->
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<!-- Kanban: add urgency badge + intake source -->
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<!-- ============================================================== -->
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<record id="view_repair_order_kanban_inherit_fusion_repairs" model="ir.ui.view">
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<field name="name">repair.order.kanban.inherit.fusion_repairs</field>
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<field name="model">repair.order</field>
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<field name="inherit_id" ref="repair.view_repair_kanban"/>
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<field name="arch" type="xml">
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<xpath expr="//field[@name='partner_id']" position="after">
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<field name="x_fc_urgency"/>
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<field name="x_fc_third_party_equipment"/>
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</xpath>
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</field>
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</record>
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<!-- ============================================================== -->
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<!-- List: add urgency + source columns -->
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<!-- ============================================================== -->
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<record id="view_repair_order_list_inherit_fusion_repairs" model="ir.ui.view">
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<field name="name">repair.order.list.inherit.fusion_repairs</field>
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<field name="model">repair.order</field>
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<field name="inherit_id" ref="repair.view_repair_order_tree"/>
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<field name="arch" type="xml">
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<xpath expr="//field[@name='partner_id']" position="after">
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<field name="x_fc_urgency" widget="badge"
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decoration-success="x_fc_urgency == 'normal'"
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decoration-warning="x_fc_urgency == 'urgent'"
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decoration-danger="x_fc_urgency == 'safety'"
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optional="show"/>
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<field name="x_fc_intake_source" optional="hide"/>
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<field name="x_fc_third_party_equipment" optional="hide"/>
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</xpath>
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</field>
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</record>
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<!-- ============================================================== -->
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<!-- New Service Call action - opens the wizard as a modal -->
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<!-- ============================================================== -->
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<record id="action_open_repair_intake_wizard" model="ir.actions.act_window">
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<field name="name">New Service Call</field>
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<field name="res_model">fusion.repair.intake.wizard</field>
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<field name="view_mode">form</field>
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<field name="target">new</field>
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</record>
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<!-- ============================================================== -->
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<!-- Fusion Repairs Service Calls dashboard -->
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<!-- Branded kanban / list of repair.order filtered to repairs that -->
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<!-- came through one of the Fusion intake surfaces, with the -->
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<!-- New Service Call wizard wired into the header. -->
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<!-- ============================================================== -->
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<record id="view_fusion_repair_dashboard_kanban" model="ir.ui.view">
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<field name="name">repair.order.dashboard.fusion_repairs</field>
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<field name="model">repair.order</field>
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<field name="arch" type="xml">
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<kanban default_group_by="state"
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class="o_kanban_small_column o_kanban_repair_dashboard"
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sample="1">
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<field name="name"/>
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<field name="partner_id"/>
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<field name="state"/>
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<field name="x_fc_urgency"/>
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<field name="x_fc_third_party_equipment"/>
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<field name="x_fc_repair_category_id"/>
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<field name="x_fc_intake_source"/>
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<field name="x_fc_estimated_cost"/>
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<field name="company_currency_id"/>
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<field name="schedule_date"/>
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<templates>
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<t t-name="card">
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<div class="d-flex justify-content-between mb-2">
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<strong class="o_kanban_record_title">
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<field name="name"/>
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</strong>
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<span t-attf-class="badge {{ {'safety':'text-bg-danger','urgent':'text-bg-warning','normal':'text-bg-secondary'}[record.x_fc_urgency.raw_value] }}">
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<field name="x_fc_urgency"/>
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</span>
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</div>
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<div class="text-muted small mb-1">
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<i class="fa fa-user me-1"/>
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<field name="partner_id"/>
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</div>
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<div class="text-muted small mb-1" t-if="record.x_fc_repair_category_id.raw_value">
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<i class="fa fa-wrench me-1"/>
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<field name="x_fc_repair_category_id"/>
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</div>
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<div class="text-muted small mb-1" t-if="record.schedule_date.raw_value">
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<i class="fa fa-calendar me-1"/>
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<field name="schedule_date" widget="date"/>
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</div>
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<div class="d-flex justify-content-between mt-2">
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<span class="small text-muted">
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<field name="x_fc_intake_source"/>
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</span>
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<span t-if="record.x_fc_third_party_equipment.raw_value"
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class="badge text-bg-warning small">3rd-party</span>
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</div>
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</t>
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</templates>
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</kanban>
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</field>
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</record>
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<record id="view_fusion_repair_dashboard_search" model="ir.ui.view">
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<field name="name">repair.order.search.fusion_repairs</field>
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<field name="model">repair.order</field>
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<field name="arch" type="xml">
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<search string="Service Calls">
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<field name="name"/>
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<field name="partner_id"/>
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<field name="x_fc_repair_category_id"/>
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<filter string="Today" name="today"
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domain="[('create_date', '>=', datetime.datetime.combine(context_today(), datetime.time(0,0,0)))]"/>
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<filter string="This Week" name="week"
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domain="[('create_date', '>=', datetime.datetime.combine(context_today() - datetime.timedelta(days=7), datetime.time(0,0,0)))]"/>
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<separator/>
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<filter string="Safety" name="safety"
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domain="[('x_fc_urgency', '=', 'safety')]"/>
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<filter string="Urgent" name="urgent"
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domain="[('x_fc_urgency', '=', 'urgent')]"/>
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<filter string="Third-Party" name="thirdparty"
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domain="[('x_fc_third_party_equipment', '=', True)]"/>
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<separator/>
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<filter string="From Backend Wizard" name="src_backend"
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domain="[('x_fc_intake_source', '=', 'backend_wizard')]"/>
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<filter string="From Sales Rep Portal" name="src_salesrep"
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domain="[('x_fc_intake_source', '=', 'sales_rep_portal')]"/>
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<filter string="From Client Portal" name="src_client"
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domain="[('x_fc_intake_source', '=', 'client_portal')]"/>
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<separator/>
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<filter string="Open (not closed)" name="open"
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domain="[('state', 'not in', ('done', 'cancel'))]"/>
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<group>
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<filter string="Status" name="group_state" context="{'group_by': 'state'}"/>
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<filter string="Urgency" name="group_urgency" context="{'group_by': 'x_fc_urgency'}"/>
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<filter string="Category" name="group_category" context="{'group_by': 'x_fc_repair_category_id'}"/>
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<filter string="Intake Source" name="group_source" context="{'group_by': 'x_fc_intake_source'}"/>
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</group>
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</search>
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</field>
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</record>
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<record id="action_fusion_repair_dashboard" model="ir.actions.act_window">
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<field name="name">Service Calls</field>
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<field name="res_model">repair.order</field>
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<field name="view_mode">kanban,list,form</field>
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<field name="search_view_id" ref="view_fusion_repair_dashboard_search"/>
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<field name="context">{'search_default_open': 1}</field>
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<field name="help" type="html">
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<p class="o_view_nocontent_smiling_face">No service calls yet</p>
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<p>
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Click <strong>New</strong> in the top-left to open the guided
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intake wizard. The form will walk you through caller info,
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equipment selection, the issue, urgency and photos.
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</p>
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</field>
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</record>
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<record id="action_fusion_repair_dashboard_kanban" model="ir.actions.act_window.view">
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<field name="sequence" eval="1"/>
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<field name="view_mode">kanban</field>
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<field name="view_id" ref="view_fusion_repair_dashboard_kanban"/>
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<field name="act_window_id" ref="action_fusion_repair_dashboard"/>
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</record>
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</odoo>
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