Two big workflow additions:
1. Visual drag-and-drop flowchart designer (Drawflow) + card-by-card runner
(with show-whole-tree toggle) so admins build per-(category, symptom)
decision trees with embedded photos/videos and CS walks callers through
them on the phone. Resolved-on-call closes the repair; escalated copies
the full transcript into internal_notes so the dispatched tech sees what
was already tried before they arrive at the client.
2. Vendor + draft-PO + factory-tracking on the part-order capture. Tech on
the phone with the factory picks the vendor from contacts, types the OEM
part #, cost, ETA date (calendar widget), factory ticket #, RA #, ticks
under_warranty, and the system auto-creates a draft purchase.order with
the right product (looked up or created from OEM) + activity for the
office on the ETA day + client email with ETA prominently shown and
cost intentionally omitted.
NEW MODELS
fusion.repair.symptom.class - lookup table (category + name + code).
Replaces the flat x_fc_issue_category Char on repair.order. Seeded with
7 stairlift symptoms + lighter coverage for hospital bed / porch lift /
lift chair. Equipment Class added to fusion.repair.product.category
(this carried over from the Bundle 10 plan).
fusion.repair.flowchart + .node + .edge - design-time graph.
- flowchart has name, category, symptom, version, published flag,
canvas_layout (Drawflow JSON), node_ids, edge_ids, computed start_node
- node has node_type (question / suggestion / info / outcome),
content_html, media_ids (M2M ir.attachment for photos + videos),
is_start, outcome_kind (resolved / escalate / order_part),
canvas_x/y for Drawflow round-trip
- edge has source, target, label, sequence - supports N-ary branching
(not just Yes/No)
- designer_load() and designer_save(payload) RPC API the OWL component
consumes; save is atomic-replace + bumps version + soft-validates
fusion.repair.flowchart.run + .step - runtime sessions.
- One run per repair, audited; runtime_start_or_resume() returns the
existing in-progress run or creates a fresh one for the matching chart
- runtime_choose(edge_id, cs_note) records a step + advances current_node
- runtime_complete(outcome) snapshots final node + calls _apply_outcome:
resolved -> auto-close via action_repair_start + action_repair_end,
set x_fc_resolved_on_call, post transcript to chatter
escalated -> prepend transcript to repair.internal_notes so the tech
sees it first when they open the form
order_part -> chatter note; tech opens visit-report wizard next
abandoned -> just save transcript
- Each step snapshots node_name + chosen_label at write time so the
transcript survives later chart edits without breaking.
REPAIR.ORDER EXTENSIONS
- x_fc_symptom_class_id (M2O) - new structured symptom field
- x_fc_resolved_on_call (Boolean, tracked) - true after a resolved outcome
- x_fc_flowchart_run_ids + x_fc_flowchart_run_count
- action_start_troubleshoot() - opens the runner client action, raises a
helpful UserError if no symptom set or no published chart exists
- action_view_flowchart_runs() smart button
- x_fc_issue_category renamed string to "(legacy)" - kept for back-compat
+ AI prompt context; new intakes set the M2O
DRAWFLOW DESIGNER (OWL)
static/src/lib/drawflow/drawflow.min.{js,css} - vendored Drawflow 0.0.59
(MIT). Loaded only in web.assets_backend, ~48KB total.
components/flowchart_designer/flowchart_designer.{js,xml,scss}:
- Client action "fusion_repair_flowchart_designer" with full drag-drop
canvas + zoom + pan
- 4 custom node templates color-banded by type (question blue,
suggestion green, info gray, outcome red/green/amber per outcome_kind)
- Right-panel editor for selected node: title, type, outcome kind,
content (HTML), media uploader (drag-drop or click), set-as-start
toggle, per-outgoing-edge label editor
- Save serializes Drawflow JSON to canvas_layout + atomic-replaces the
structured node/edge rows via the designer_save RPC
CARD RUNNER (OWL)
components/flowchart_runner/flowchart_runner.{js,xml,scss}:
- Client action "fusion_repair_flowchart_runner"
- DEFAULT MODE: card-by-card. One big card per node, embedded photos +
inline <video controls>, answer buttons sized for phone use, CS note
textarea (saved as cs_note on the step), running transcript at the
bottom
- TOGGLE: "Show Whole Tree" loads the same Drawflow lib in read-only
fixed mode, imports the canvas_layout JSON, highlights current node
yellow / visited green via .fr-current / .fr-visited classes
- Outcome buttons drive the right runtime_complete() call; success
notifications + auto-return to the parent repair form
- "Abandon & Escalate" header button at all times - transcript is saved
even on bail-out so the dispatched tech still benefits
PART ORDER + VENDOR PO
repair.part.order new fields:
vendor_partner_id (M2O res.partner, is_company domain), purchase_order_id
(auto-created draft PO), product_id (auto-resolved or created),
unit_cost (Monetary) + currency_id, internal_po_ref, factory_ticket_ref,
factory_ra_number, under_warranty.
action_create_draft_po() - resolves product.product by OEM (default_code)
or creates a new one in a "Spare Parts" product.category, creates a
purchase.order in draft state with one line (product + qty + price_unit
+ date_planned from expected_date or +7d), stamps Westin's internal PO
ref as partner_ref so the factory can find it on return. Office reviews
and confirms via the normal Odoo flow.
_schedule_eta_activity() - schedules a Repair: Assign Technician activity
on the parent repair.order due on expected_date, assigned to
repair.user_id, so the office is reminded to call the client and book
the return visit on the day parts arrive.
VISIT-REPORT WIZARD PARTLINE EXTENSIONS
Same new fields exposed inline on the partline list so the tech captures
everything on the phone with the factory in one form:
vendor_partner_id (vendors-only filter), unit_cost + currency,
expected_date (calendar widget) replacing expected_lead_days as the
preferred input, under_warranty, internal_po_ref, factory_ticket_ref,
factory_ra_number, create_draft_po (default True - auto-builds PO on
submit when vendor + cost are both set).
CLIENT EMAIL TIGHTENED
email_template_parts_ordered:
- Subject now includes ETA "Parts ordered for your stairlift - expected 2026-06-06"
- Hero ETA panel: large blue-bordered card with "Expected Arrival" label
and the date in 24px bold
- Cost INTENTIONALLY OMITTED - "Our office will call you to confirm a
return visit time. If you have any questions about pricing or
scheduling, please reach out to our office directly."
- "There is nothing for you to do right now." callout
UI
- repair.order form header: new "Start Troubleshooting" button (info
style, sitemap icon, visible when state in (draft, confirmed,
under_repair) AND symptom is set)
- repair.order form intake row: x_fc_symptom_class_id picker filtered to
the category, x_fc_resolved_on_call display when true
- repair.part.order form: header button "Create Draft Purchase Order"
+ new Vendor / Cost / Warranty group + System group with the PO link
- Intake wizard equipment line: symptom_class_id picker
- New menus:
Configuration > Symptom Classes
Configuration > Troubleshooting Flowcharts
Fusion Repairs > Troubleshooting Sessions (run history)
SECURITY
18 new ACL rows for the 6 new models, scoped Manager-full / User-read /
FieldTech-read. Flowchart runs and steps get write access for User so CS
can record steps; Manager owns flowchart + node + edge CRUD.
POST-MIGRATION (19.0.2.2.0)
Existing installs: walks all distinct (category, x_fc_issue_category) text
pairs on repair.order, creates a placeholder fusion.repair.symptom.class
per pair (or reuses an existing match by code/name), back-fills the new
x_fc_symptom_class_id M2O. Idempotent + safe to re-run.
DEPENDENCY
Added 'purchase' to depends (action_create_draft_po needs purchase.order).
VERIFIED END-TO-END on local westin-v19 (Margaret persona, 0 bugs):
STEP 0 seed: chart v1 8 nodes / 12 edges / published, 7 stairlift
symptoms, stairlift class=lift_elevating
STEP 1 CS creates RO-202605-60 with symptom Not Moving
STEP 2 Start Troubleshooting -> client action tag returned
STEP 3 walk run: Power on? Yes -> Seatbelt? Yes -> Swivel? Yes ->
outcome 'Still not moving - dispatch technician'
(outcome_kind=escalate)
STEP 4 runtime_complete('escalated') -> internal_notes prepended with
CS troubleshooting summary
STEP 5 visit-report parts_needed with vendor Handicare + cost $425 +
warranty + factory refs -> PART-00008 created + draft
PO 26690 auto-built with line "Handicare 1100 control
board" qty 1 @ $425, partner_ref WH-2026-1042
STEP 6 mark_ordered -> client email queued (NO cost mentioned, ETA
shown prominently) + office activity scheduled for
2026-06-06
STEP 7 fresh resume returns same run; resolved outcome auto-closes the
repair (state=done, x_fc_resolved_on_call=True)
Bumped to 19.0.2.2.0.
Co-authored-by: Cursor <cursoragent@cursor.com>
457 lines
17 KiB
Python
457 lines
17 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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"""Parts-ordering workflow.
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When the tech arrives, diagnoses, and discovers the unit needs a part we
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don't stock (most common with manufacturer-specific items like Handicare
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stairlift control boards), they capture the part info via the mobile
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visit-report wizard in a structured way so:
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1. Office can order from the manufacturer in one click (description + OEM
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part number + photos are exactly what procurement needs)
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2. Client gets an immediate "we found the problem - here's the timeline" email
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3. When parts arrive, office marks the order received and the system
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auto-creates a follow-up dispatch task
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The grumpy-old-client never has to call us asking for status updates.
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Bundle 11 extension: tech often orders the part directly from the factory
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WHILE on the phone. They want to:
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- Pick the vendor from our contacts (filtered to vendors)
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- Capture the OEM part #, cost, ETA date
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- Auto-create a draft purchase.order line (office reviews + sends)
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- Capture the factory's ticket # + RA # for tracking and warranty claims
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- Tell the system whether the factory said it's under warranty
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"""
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import logging
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from datetime import timedelta
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from markupsafe import Markup
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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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SPARE_PARTS_CATEGORY_NAME = 'Spare Parts'
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class FusionRepairPartOrder(models.Model):
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_name = 'fusion.repair.part.order'
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_inherit = ['mail.thread']
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_description = 'Repair Part Order'
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_order = 'create_date desc, id desc'
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name = fields.Char(
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string='Reference',
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default='New',
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copy=False,
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readonly=True,
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tracking=True,
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)
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repair_order_id = fields.Many2one(
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'repair.order',
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string='Repair',
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required=True,
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ondelete='cascade',
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index=True,
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)
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partner_id = fields.Many2one(
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related='repair_order_id.partner_id',
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store=True,
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readonly=True,
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)
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description = fields.Char(
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string='Part Description',
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required=True,
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tracking=True,
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help='Plain English - what the tech needs (e.g. "Handicare 1100 control board, '
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'silver casing").',
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)
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oem_part_number = fields.Char(
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string='OEM Part Number',
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tracking=True,
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help='If the tech could read a part number off the broken component.',
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)
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manufacturer = fields.Char(
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string='Manufacturer',
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tracking=True,
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)
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quantity = fields.Float(
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string='Quantity',
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default=1.0,
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required=True,
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)
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notes = fields.Text(
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string='Tech Notes',
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help='Anything procurement needs to know (alternative SKUs, colour, '
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'dimensions, etc.)',
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)
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photo_ids = fields.Many2many(
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'ir.attachment',
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'fusion_repair_part_order_photo_rel',
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'part_order_id', 'attachment_id',
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string='Photos',
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help='Photos of the broken part / label / packaging. The more the better.',
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)
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state = fields.Selection(
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[
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('draft', 'Captured by Tech'),
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('ordered', 'Ordered from Manufacturer'),
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('received', 'Received in Warehouse'),
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('fitted', 'Fitted - Repair Complete'),
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('cancelled', 'Cancelled'),
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],
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string='Status',
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default='draft',
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tracking=True,
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copy=False,
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)
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ordered_date = fields.Date(string='Ordered On', tracking=True)
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expected_date = fields.Date(string='Expected Arrival', tracking=True)
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received_date = fields.Date(string='Received On', tracking=True, copy=False)
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ordered_by_id = fields.Many2one(
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'res.users',
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string='Ordered By',
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tracking=True,
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copy=False,
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)
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# Bundle 11: vendor + PO + cost + factory tracking refs.
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vendor_partner_id = fields.Many2one(
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'res.partner',
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string='Vendor',
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tracking=True,
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domain="[('is_company', '=', True)]",
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help='Pick from our existing vendors. Filtered to companies; the tech '
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'usually knows the factory by name (Handicare, Bruno, Pride...).',
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)
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purchase_order_id = fields.Many2one(
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'purchase.order',
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string='Draft Purchase Order',
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readonly=True,
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copy=False,
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ondelete='set null',
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help='Auto-created in DRAFT state when the tech submits a part order '
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'with a vendor + cost. Office reviews and sends it to the factory.',
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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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readonly=True,
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copy=False,
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help='Auto-resolved or created based on the OEM part number.',
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)
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unit_cost = fields.Monetary(
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string='Unit Cost',
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currency_field='currency_id',
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tracking=True,
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help='Per-unit cost from the factory. Used as price_unit on the draft PO.',
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)
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currency_id = fields.Many2one(
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'res.currency',
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default=lambda self: self.env.company.currency_id,
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)
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internal_po_ref = fields.Char(
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string='PO Reference (read to factory)',
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tracking=True,
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help='The Westin PO number the tech read to the factory for tracking. '
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'Stamped on the draft purchase.order as partner_ref.',
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)
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factory_ticket_ref = fields.Char(
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string='Factory Ticket #',
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tracking=True,
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help='Ticket number from the factory call - used for follow-up enquiries.',
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)
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factory_ra_number = fields.Char(
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string='Factory RA #',
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tracking=True,
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help='Return Authorization number, when the factory issued a warranty '
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'replacement that requires the old part returned.',
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)
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under_warranty = fields.Boolean(
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string='Factory Warranty',
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tracking=True,
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help='Tick when the factory confirmed warranty coverage on the call.',
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)
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company_id = fields.Many2one(
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'res.company',
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default=lambda self: self.env.company,
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)
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# ------------------------------------------------------------------
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# CRUD
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# ------------------------------------------------------------------
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@api.model_create_multi
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def create(self, vals_list):
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for vals in vals_list:
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if vals.get('name', 'New') == 'New':
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vals['name'] = self.env['ir.sequence'].next_by_code(
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'fusion.repair.part.order'
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) or 'PART/NEW'
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records = super().create(vals_list)
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for rec in records:
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rec._post_creation_to_repair()
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return records
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def _post_creation_to_repair(self):
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for rec in self:
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rec.repair_order_id.message_post(body=Markup(_(
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'Part order <b>%(ref)s</b> captured: %(desc)s '
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'(qty %(qty)s%(oem)s).'
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)) % {
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'ref': rec.name,
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'desc': rec.description,
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'qty': rec.quantity,
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'oem': f' / OEM {rec.oem_part_number}' if rec.oem_part_number else '',
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})
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# ------------------------------------------------------------------
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# ACTIONS
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# ------------------------------------------------------------------
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def action_create_draft_po(self):
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"""Bundle 11: build a draft purchase.order for this part.
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Idempotent - returns the existing PO if one is already linked.
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Resolves / creates the product from the OEM number, sets the line
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cost from unit_cost, stamps Westin's internal PO ref on the
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purchase.order's partner_ref so the factory can find it. Office
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reviews + confirms via the normal Odoo flow.
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"""
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self.ensure_one()
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if self.purchase_order_id:
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return self._open_record(self.purchase_order_id)
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if not self.vendor_partner_id:
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raise UserError(_(
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'Pick a Vendor first - the draft PO needs to know who to send to.'
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))
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product = self._resolve_or_create_product()
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PO = self.env['purchase.order'].sudo()
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# Let Odoo derive product_uom from the product to avoid Odoo 19's
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# uom_po_id moving between template/variant: passing product_id is
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# enough for the PO line's onchange to populate the UOM correctly.
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line_vals = {
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'product_id': product.id,
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'name': self.description or product.display_name,
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'product_qty': self.quantity or 1.0,
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'price_unit': self.unit_cost or 0.0,
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'date_planned': fields.Datetime.now() + timedelta(
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days=7 if not self.expected_date
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else max((self.expected_date - fields.Date.context_today(self)).days, 0)
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),
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}
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try:
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order = PO.create({
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'partner_id': self.vendor_partner_id.id,
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'partner_ref': self.internal_po_ref or False,
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'origin': self.repair_order_id.name or self.name,
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'company_id': self.company_id.id,
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'order_line': [(0, 0, line_vals)],
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})
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except Exception as e:
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_logger.exception('Could not create draft PO for part %s: %s', self.name, e)
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raise UserError(_(
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'Could not create the draft purchase order: %s. The part info '
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'was saved - you can create the PO manually from Purchase > '
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'Orders > New.'
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) % e)
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self.write({
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'purchase_order_id': order.id,
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'product_id': product.id,
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})
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self.message_post(body=Markup(_(
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'Draft purchase order <b>%(po)s</b> created with %(vendor)s. '
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'Office to review and send.'
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)) % {'po': order.name, 'vendor': self.vendor_partner_id.name})
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return self._open_record(order)
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def _resolve_or_create_product(self):
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"""Find product.product by OEM part number (default_code) or create
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a new service-type product in the 'Spare Parts' category. Returns
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the product record."""
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self.ensure_one()
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Product = self.env['product.product'].sudo()
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if self.product_id:
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return self.product_id
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if self.oem_part_number:
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hit = Product.search([
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('default_code', '=', self.oem_part_number),
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], limit=1)
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if hit:
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return hit
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# Create new. Use "service" type so it doesn't need inventory tracking,
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# purchaseable + can be added to PO lines without warehouse setup.
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ProductCategory = self.env['product.category'].sudo()
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category = ProductCategory.search([
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('name', '=', SPARE_PARTS_CATEGORY_NAME),
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], limit=1)
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if not category:
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category = ProductCategory.create({'name': SPARE_PARTS_CATEGORY_NAME})
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return Product.create({
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'name': self.description or (self.oem_part_number or 'Spare Part'),
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'default_code': self.oem_part_number or False,
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'type': 'consu',
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'purchase_ok': True,
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'sale_ok': False,
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'categ_id': category.id,
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'standard_price': self.unit_cost or 0.0,
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})
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def _open_record(self, record):
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return {
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'type': 'ir.actions.act_window',
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'name': record.display_name,
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'res_model': record._name,
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'view_mode': 'form',
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'res_id': record.id,
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}
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def action_mark_ordered(self):
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"""Office marks this part as ordered with the manufacturer."""
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for rec in self:
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rec.state = 'ordered'
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rec.ordered_date = fields.Date.context_today(rec)
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rec.ordered_by_id = self.env.user
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if not rec.expected_date:
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rec.expected_date = fields.Date.context_today(rec) + timedelta(days=7)
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rec._notify_client_parts_ordered()
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rec._schedule_eta_activity()
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def action_mark_received(self):
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"""Office marks this part as received - triggers follow-up dispatch."""
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for rec in self:
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rec.state = 'received'
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rec.received_date = fields.Date.context_today(rec)
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rec._maybe_redispatch()
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rec._notify_client_parts_received()
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def action_mark_fitted(self):
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for rec in self:
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rec.state = 'fitted'
|
|
|
|
def action_cancel(self):
|
|
for rec in self:
|
|
rec.state = 'cancelled'
|
|
|
|
# ------------------------------------------------------------------
|
|
# WORKFLOW HELPERS
|
|
# ------------------------------------------------------------------
|
|
def _notify_client_parts_ordered(self):
|
|
for rec in self:
|
|
tpl = self.env.ref(
|
|
'fusion_repairs.email_template_parts_ordered',
|
|
raise_if_not_found=False,
|
|
)
|
|
if tpl and rec.partner_id and rec.partner_id.email:
|
|
try:
|
|
tpl.send_mail(rec.id, force_send=False)
|
|
except Exception:
|
|
pass
|
|
|
|
def _notify_client_parts_received(self):
|
|
for rec in self:
|
|
tpl = self.env.ref(
|
|
'fusion_repairs.email_template_parts_received',
|
|
raise_if_not_found=False,
|
|
)
|
|
if tpl and rec.partner_id and rec.partner_id.email:
|
|
try:
|
|
tpl.send_mail(rec.id, force_send=False)
|
|
except Exception:
|
|
pass
|
|
|
|
def _schedule_eta_activity(self):
|
|
"""Bundle 11: schedule an activity on the repair so the office is
|
|
reminded on the ETA day to call the client back and book the
|
|
return visit."""
|
|
for rec in self:
|
|
repair = rec.repair_order_id
|
|
if not repair or not rec.expected_date:
|
|
continue
|
|
try:
|
|
act_type = self.env.ref(
|
|
'fusion_repairs.mail_activity_type_assign_technician',
|
|
raise_if_not_found=False,
|
|
)
|
|
repair.activity_schedule(
|
|
activity_type_id=act_type.id if act_type else False,
|
|
date_deadline=rec.expected_date,
|
|
summary=_('Parts arriving (%s) - schedule re-visit') % rec.name,
|
|
note=_(
|
|
'Part %(ref)s (%(desc)s) from %(vendor)s is expected '
|
|
'today. Call the client to confirm a return visit.'
|
|
) % {
|
|
'ref': rec.name,
|
|
'desc': rec.description or '',
|
|
'vendor': rec.vendor_partner_id.name or rec.manufacturer or '?',
|
|
},
|
|
user_id=repair.user_id.id or self.env.uid,
|
|
)
|
|
except Exception:
|
|
_logger.exception(
|
|
'Could not schedule ETA activity for part %s on repair %s',
|
|
rec.name, repair.name,
|
|
)
|
|
|
|
def _maybe_redispatch(self):
|
|
"""When the LAST outstanding part on a repair arrives, auto-create
|
|
a follow-up tech task so the office doesn't have to remember.
|
|
|
|
Schedules for tomorrow + first free hour slot to avoid colliding
|
|
with existing day-of tasks (the fusion_tasks model raises on
|
|
time-window conflicts).
|
|
"""
|
|
from datetime import date as _date
|
|
for rec in self:
|
|
repair = rec.repair_order_id
|
|
outstanding = repair.x_fc_part_order_ids.filtered(
|
|
lambda p: p.state in ('draft', 'ordered')
|
|
)
|
|
if outstanding:
|
|
continue # still waiting on other parts
|
|
repair.x_fc_parts_awaiting = False
|
|
repair.x_fc_parts_eta_date = False
|
|
# Find tomorrow's first free slot for the same tech (or
|
|
# lightest-loaded skilled tech).
|
|
target_date = _date.today() + timedelta(days=1)
|
|
target_tech = (
|
|
repair.x_fc_technician_task_ids[:1].technician_id.id
|
|
if repair.x_fc_technician_task_ids else False
|
|
)
|
|
if not target_tech:
|
|
target_tech = self.env['repair.order'] \
|
|
.sudo()._fc_find_lightest_today_tech.__func__(repair)
|
|
ctx = {
|
|
'force_schedule': {
|
|
'scheduled_date': target_date,
|
|
'time_start': 9.0,
|
|
'time_end': 10.0,
|
|
},
|
|
}
|
|
if target_tech:
|
|
ctx['force_tech_id'] = target_tech
|
|
try:
|
|
self.env['fusion.repair.intake.service'].sudo() \
|
|
.with_context(**ctx) \
|
|
._create_dispatch_task(repair)
|
|
repair.message_post(body=Markup(_(
|
|
'All ordered parts received. Auto-dispatched a follow-up '
|
|
'visit for <b>%(date)s 09:00 - 10:00</b>.'
|
|
)) % {'date': target_date.isoformat()})
|
|
except Exception as e:
|
|
# If slot 9-10 collides, just log and let the dispatcher
|
|
# pick a slot manually - we don't want to swallow the email.
|
|
repair.message_post(body=Markup(_(
|
|
'All ordered parts received but the auto-dispatch slot '
|
|
'%(date)s 09:00-10:00 collided. Please pick a time '
|
|
'manually. (%(err)s)'
|
|
)) % {'date': target_date.isoformat(), 'err': str(e)})
|