Files
Odoo-Modules/fusion_repairs/wizard/repair_intake_wizard_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

70 lines
3.6 KiB
XML

<?xml version="1.0" encoding="utf-8"?>
<odoo>
<record id="view_repair_intake_wizard_form" model="ir.ui.view">
<field name="name">fusion.repair.intake.wizard.form</field>
<field name="model">fusion.repair.intake.wizard</field>
<field name="arch" type="xml">
<form string="New Service Call">
<sheet>
<group>
<group string="Caller / Client">
<field name="intake_user_id" options="{'no_create': True}"/>
<field name="partner_id"
options="{'no_create_edit': False, 'no_quick_create': False}"/>
<field name="partner_phone" readonly="1" invisible="not partner_id"/>
</group>
</group>
<separator string="Equipment Items (one repair per item)"/>
<field name="equipment_ids">
<list editable="bottom">
<field name="sequence" widget="handle"/>
<field name="repair_category_id" options="{'no_create': True}"/>
<field name="product_id" optional="show"/>
<field name="lot_id" optional="hide"/>
<field name="third_party" optional="show"/>
<field name="urgency" widget="badge"
decoration-success="urgency == 'normal'"
decoration-warning="urgency == 'urgent'"
decoration-danger="urgency == 'safety'"/>
<field name="issue_summary"/>
<field name="scheduled_date" optional="hide"/>
</list>
<form>
<group>
<group>
<field name="repair_category_id" options="{'no_create': True}"/>
<field name="product_id"/>
<field name="lot_id"/>
<field name="third_party"/>
</group>
<group>
<field name="urgency"/>
<field name="scheduled_date"/>
<field name="intake_template_id" options="{'no_create': True}"/>
</group>
</group>
<field name="issue_summary"
placeholder="One-line summary (e.g. 'stairlift stops halfway up')"/>
<field name="issue_category"
placeholder="Symptom tag (e.g. battery, motor, remote)"/>
<field name="internal_notes" placeholder="Internal notes"/>
<separator string="Photos / Videos"/>
<field name="photo_ids" widget="many2many_binary"/>
</form>
</field>
</sheet>
<footer>
<button string="Submit"
name="action_submit"
type="object"
class="btn-primary"/>
<button string="Cancel" class="btn-secondary" special="cancel"/>
</footer>
</form>
</field>
</record>
</odoo>