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>
202 lines
6.9 KiB
Python
202 lines
6.9 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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"""Backend intake wizard.
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A simple Phase 1 transient model that captures one-or-many equipment items
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per call, then delegates to fusion.repair.intake.service to create the
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repair.order(s). The shared service guarantees identical behaviour to the
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sales rep portal and the public client portal added in later phases.
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Multi-equipment per call is supported via the equipment_ids One2many.
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"""
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import logging
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from odoo import _, api, fields, models
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from odoo.exceptions import UserError
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_logger = logging.getLogger(__name__)
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class RepairIntakeWizard(models.TransientModel):
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_name = 'fusion.repair.intake.wizard'
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_description = 'Repair Intake Wizard'
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# ------------------------------------------------------------------
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# CALLER / CLIENT
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# ------------------------------------------------------------------
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intake_user_id = fields.Many2one(
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'res.users',
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string='Taken By',
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default=lambda self: self.env.user,
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required=True,
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)
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partner_id = fields.Many2one(
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'res.partner',
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string='Client',
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required=True,
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help='Existing client. Use the create-and-edit dialog to add a new contact.',
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)
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partner_phone = fields.Char(
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related='partner_id.phone',
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string='Phone',
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readonly=True,
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)
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# ------------------------------------------------------------------
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# EQUIPMENT (one-or-many)
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# ------------------------------------------------------------------
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equipment_ids = fields.One2many(
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'fusion.repair.intake.wizard.equipment',
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'wizard_id',
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string='Equipment Items',
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required=True,
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)
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# ------------------------------------------------------------------
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# SUBMIT
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# ------------------------------------------------------------------
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def action_submit(self):
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self.ensure_one()
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if not self.equipment_ids:
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raise UserError(_('Please add at least one piece of equipment.'))
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payload = {
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'partner_id': self.partner_id.id,
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'intake_user_id': self.intake_user_id.id,
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'equipment_items': [self._equipment_payload(eq) for eq in self.equipment_ids],
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}
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# sudo() so sub-operations (mail.activity, mail.mail, fusion.technician.task)
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# never trip on permission checks - x_fc_intake_user_id preserves audit identity.
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repairs = self.env['fusion.repair.intake.service'].sudo().create_repair_orders(
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payload, source='backend_wizard',
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)
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if len(repairs) == 1:
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return {
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'type': 'ir.actions.act_window',
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'name': repairs.name,
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'res_model': 'repair.order',
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'view_mode': 'form',
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'res_id': repairs.id,
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}
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return {
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'type': 'ir.actions.act_window',
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'name': _('Service Calls Created (%(count)s)', count=len(repairs)),
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'res_model': 'repair.order',
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'view_mode': 'list,form',
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'domain': [('id', 'in', repairs.ids)],
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}
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def _equipment_payload(self, eq):
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"""Render an equipment record as a dict the intake service expects."""
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return {
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'product_id': eq.product_id.id or False,
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'lot_id': eq.lot_id.id or False,
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'repair_category_id': eq.repair_category_id.id or False,
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'intake_template_id': eq.intake_template_id.id or False,
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'third_party': eq.third_party,
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'urgency': eq.urgency,
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'issue_summary': eq.issue_summary or '',
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'issue_category': eq.issue_category or '',
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'internal_notes': eq.internal_notes or '',
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'schedule_date': eq.scheduled_date or False,
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'photo_attachment_ids': eq.photo_ids.ids if eq.photo_ids else [],
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'answers': [], # Phase 1 wizard doesn't expose per-question answer rows yet
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}
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class RepairIntakeWizardEquipment(models.TransientModel):
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"""A single piece of equipment captured in the wizard.
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Multiple lines = multi-equipment intake (one repair.order per line).
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"""
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_name = 'fusion.repair.intake.wizard.equipment'
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_description = 'Repair Intake Wizard - Equipment Line'
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_order = 'sequence, id'
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wizard_id = fields.Many2one(
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'fusion.repair.intake.wizard',
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string='Wizard',
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required=True,
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ondelete='cascade',
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)
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sequence = fields.Integer(default=10)
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# Equipment identification
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repair_category_id = fields.Many2one(
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'fusion.repair.product.category',
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string='Category',
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required=True,
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)
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product_id = fields.Many2one(
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'product.product',
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string='Product',
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help='Specific product if known. Leave blank for generic equipment.',
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)
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lot_id = fields.Many2one(
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'stock.lot',
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string='Serial Number',
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domain="[('product_id', '=', product_id)]",
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help='Lot or serial number if known.',
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)
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third_party = fields.Boolean(
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string='Not Purchased From Us',
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help='Tick if this equipment was bought elsewhere - we still service it but '
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'warranty is not honoured and a service call-out fee applies.',
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)
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# Intake context
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intake_template_id = fields.Many2one(
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'fusion.repair.intake.template',
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string='Question Template',
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help='Defaults to the template configured on the category if left blank.',
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)
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# Triage
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urgency = fields.Selection(
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[('normal', 'Normal'), ('urgent', 'Urgent'), ('safety', 'Safety Issue')],
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string='Urgency',
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default='normal',
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required=True,
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)
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scheduled_date = fields.Datetime(
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string='Preferred Date',
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default=fields.Datetime.now,
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)
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issue_summary = fields.Char(
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string='Issue Summary',
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help='One-line summary of what is wrong (e.g. "stairlift stops halfway up").',
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)
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issue_category = fields.Char(
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string='Symptom Category',
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help='Optional symptom tag for catalogue matching (e.g. "battery", "motor").',
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)
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internal_notes = fields.Text(string='Internal Notes')
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photo_ids = fields.Many2many(
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'ir.attachment',
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'fusion_repair_intake_wizard_eq_photo_rel',
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'eq_id',
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'attachment_id',
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string='Photos / Videos',
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)
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@api.onchange('repair_category_id')
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def _onchange_repair_category_id(self):
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"""Pre-fill the intake template from the category default."""
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if self.repair_category_id and not self.intake_template_id:
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self.intake_template_id = self.repair_category_id.intake_template_id
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@api.onchange('product_id')
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def _onchange_product_id(self):
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"""Pre-fill the category from the product if defined."""
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if self.product_id and not self.repair_category_id:
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cat = self.product_id.product_tmpl_id.x_fc_repair_category_id
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if cat:
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self.repair_category_id = cat
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