Both portals share the existing fusion.repair.intake.service so behaviour
stays identical across all three intake surfaces (backend wizard,
sales rep portal, public client portal).
Sales rep portal
- Hard depends on fusion_authorizer_portal (reuses is_sales_rep_portal
flag + group_sales_rep_portal scaffolding)
- /my/repair/new - mobile-friendly intake form with phone-first
partner search (jsonrpc lookup), category select, third-party flag,
urgency, photo capture
- /my/repairs - list of repairs the rep submitted (paginated)
- /my/repair/<id> - read-only detail with status, equipment, scheduled
visit
- Interaction-class JS (Odoo 19 public.interactions), safe DOM construction
- Mobile SCSS with 44px tap targets, sticky CTA on small screens
- Record rule scopes portal users to repairs where
x_fc_intake_user_id = user.id
Public client portal
- auth='public' - voicemail-ready /repair URL
- /repair - landing page with 911 disclaimer and Start CTA
- /repair/new - single-page form: contact, equipment, issue, urgency,
optional photos. QR pre-fill via ?sn=<serial>
- /repair/submit - CSRF + honeypot + per-IP rate limit (configurable);
finds or creates partner; calls intake service with sudo
- /repair/thanks - confirmation with reference number
- /repair/lookup_phone (jsonrpc) - safe partner match returning ONLY
masked name (first + last initial) + city (no other PII leakage)
Security fix: technician record rule on repair.order now uses STORED
fields (technician_id + additional_technician_ids) instead of the
non-stored all_technician_ids compute, which was failing SQL generation.
Verified end-to-end on local westin-v19:
- Sales rep create via intake service with the rep user context creates
the repair with x_fc_intake_source='sales_rep_portal' and proper
activities
- /repair/submit posts urlencoded data -> creates partner + repair
('BR-WA/RO/00010', source='client_portal', urgency='urgent') ->
redirects to /repair/thanks with the reference
Co-authored-by: Cursor <cursoragent@cursor.com>
241 lines
8.9 KiB
Python
241 lines
8.9 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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"""Public client self-service portal at /repair.
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Phase 1 scope (no AI yet):
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- /repair Landing page with "Start" CTA
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- /repair/new Multi-step form
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- /repair/submit POST -> creates repair.order via shared intake service
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- /repair/thanks Confirmation with reference
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- /repair/lookup_phone jsonrpc safe partner match (masked PII)
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Security:
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- Public auth (no login) - the voicemail prompts mention this URL
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- Per-IP rate limit on submit (configurable)
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- Honeypot + CSRF
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- Phone lookup returns ONLY masked name + address slice (never other PII)
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- Records created via sudo in the controller; record rules don't apply
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because anonymous users don't have a session
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Phase 2+ will add: AI self-check, upsell engine, smart SMS verify,
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safety on-call paging, reCAPTCHA v3.
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"""
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import base64
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import hashlib
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import logging
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import re
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import time
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from odoo import http, fields
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from odoo.http import request
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_logger = logging.getLogger(__name__)
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# In-memory rate-limit window per worker. Good enough for Phase 1
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# and matches the project's "no extra infra" goal. Resets on restart.
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_RATE_LIMIT_BUCKET = {}
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def _now_hour_bucket():
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return int(time.time() // 3600)
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def _mask_partner_for_lookup(partner):
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"""Return ONLY safe summary fields - never the full partner record."""
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name = partner.name or ""
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# First name + last initial; never reveal full surname.
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if " " in name:
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first, last = name.split(" ", 1)
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safe_name = f"{first} {(last or ' ')[:1]}."
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else:
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safe_name = name
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return {
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"matched": True,
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"name": safe_name,
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"city": partner.city or "",
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}
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def _e164_clean(phone):
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if not phone:
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return ""
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return re.sub(r"[^\d+]", "", phone)[-12:]
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class ClientRepairPortal(http.Controller):
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# ------------------------------------------------------------------
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# RATE LIMIT
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# ------------------------------------------------------------------
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def _check_rate_limit(self):
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ICP = request.env["ir.config_parameter"].sudo()
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try:
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limit = int(ICP.get_param(
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"fusion_repairs.client_portal_rate_limit_per_hour", "10"
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))
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except (ValueError, TypeError):
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limit = 10
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# Use remote_addr from the proxy header if present.
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ip = (
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request.httprequest.headers.get("X-Forwarded-For")
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or request.httprequest.remote_addr
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or "unknown"
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)
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ip = ip.split(",")[0].strip()
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bucket = _now_hour_bucket()
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key = f"{ip}:{bucket}"
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# Prune old buckets (cheap - dict is small).
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for k in list(_RATE_LIMIT_BUCKET.keys()):
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if not k.endswith(f":{bucket}"):
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_RATE_LIMIT_BUCKET.pop(k, None)
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_RATE_LIMIT_BUCKET[key] = _RATE_LIMIT_BUCKET.get(key, 0) + 1
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if _RATE_LIMIT_BUCKET[key] > limit:
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return True # blocked
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return False
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# ------------------------------------------------------------------
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# LANDING
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# ------------------------------------------------------------------
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@http.route("/repair", type="http", auth="public", website=True, sitemap=True)
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def repair_landing(self, **kw):
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return request.render("fusion_repairs.portal_client_repair_landing", {
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"page_name": "client_repair_landing",
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})
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@http.route("/repair/new", type="http", auth="public", website=True,
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sitemap=False)
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def repair_new(self, sn=None, **kw):
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categories = request.env["fusion.repair.product.category"].sudo().search([
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("active", "=", True),
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], order="sequence, name")
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prefilled_serial = (sn or "").strip()
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return request.render("fusion_repairs.portal_client_repair_form", {
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"page_name": "client_repair_new",
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"categories": categories,
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"prefilled_serial": prefilled_serial,
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"error": kw.get("error"),
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})
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# ------------------------------------------------------------------
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# SAFE PARTNER LOOKUP (anti-leak)
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# ------------------------------------------------------------------
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@http.route("/repair/lookup_phone", type="jsonrpc", auth="public",
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website=True)
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def repair_lookup_phone(self, phone=None, **kw):
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if self._check_rate_limit():
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return {"error": "rate_limited"}
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cleaned = _e164_clean(phone)
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if len(cleaned) < 7:
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return {"matched": False}
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matches = request.env["res.partner"].sudo().search([
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"|",
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("phone", "ilike", cleaned[-7:]),
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("phone_sanitized", "ilike", cleaned[-7:]),
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], limit=1)
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if matches:
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return _mask_partner_for_lookup(matches[0])
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return {"matched": False}
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# ------------------------------------------------------------------
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# SUBMIT
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# ------------------------------------------------------------------
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@http.route("/repair/submit", type="http", auth="public", methods=["POST"],
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csrf=True, website=True)
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def repair_submit(self, **post):
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# Honeypot - bots tend to fill every visible field.
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if (post.get("hp_company") or "").strip():
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_logger.info("Client portal submit blocked by honeypot from IP=%s",
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request.httprequest.remote_addr)
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return request.redirect("/repair/new?error=spam")
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if self._check_rate_limit():
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return request.redirect("/repair/new?error=rate_limited")
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# Required fields.
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partner_name = (post.get("client_name") or "").strip()
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phone = (post.get("client_phone") or "").strip()
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issue_summary = (post.get("issue_summary") or "").strip()
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category_id = int(post.get("category_id") or 0)
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if not (partner_name and phone and issue_summary and category_id):
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return request.redirect("/repair/new?error=missing")
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# Find or create partner. Match by phone if known (safe - we already
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# have their consent to contact via this form).
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cleaned_phone = _e164_clean(phone)
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partner = False
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if len(cleaned_phone) >= 7:
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partner = request.env["res.partner"].sudo().search([
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"|",
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("phone", "ilike", cleaned_phone[-7:]),
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("phone_sanitized", "ilike", cleaned_phone[-7:]),
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], limit=1)
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partner_vals = None
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if not partner:
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partner_vals = {
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"name": partner_name,
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"phone": phone,
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"email": (post.get("client_email") or "").strip(),
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"street": (post.get("client_street") or "").strip(),
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"city": (post.get("client_city") or "").strip(),
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}
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# Stage uploaded photos.
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files = request.httprequest.files.getlist("photos")
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attachment_ids = []
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for f in files or []:
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if not getattr(f, "filename", None):
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continue
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data = f.read()
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if not data:
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continue
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attachment_ids.append(request.env["ir.attachment"].sudo().create({
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"name": f.filename,
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"datas": base64.b64encode(data),
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"res_model": "fusion.repair.intake.session",
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"res_id": 0,
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}).id)
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equipment = {
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"repair_category_id": category_id,
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"third_party": post.get("third_party") in ("on", "true", "1"),
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"urgency": post.get("urgency") or "normal",
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"issue_summary": issue_summary,
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"internal_notes": (post.get("internal_notes") or "").strip(),
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"photo_attachment_ids": attachment_ids,
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}
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payload = {
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"partner_id": partner.id if partner else None,
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"partner_vals": partner_vals,
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"intake_user_id": request.env.ref(
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"base.user_admin", raise_if_not_found=False).id
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if request.env.ref("base.user_admin",
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raise_if_not_found=False) else 1,
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"equipment_items": [equipment],
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}
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try:
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repairs = request.env["fusion.repair.intake.service"].sudo() \
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.create_repair_orders(payload, source="client_portal")
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except Exception:
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_logger.exception("Client portal repair submit failed")
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return request.redirect("/repair/new?error=server")
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token = hashlib.sha256(
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f"{repairs[0].id}:{repairs[0].create_date}".encode()
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).hexdigest()[:16]
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return request.redirect(f"/repair/thanks?ref={repairs[0].name}&t={token}")
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@http.route("/repair/thanks", type="http", auth="public", website=True,
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sitemap=False)
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def repair_thanks(self, ref=None, t=None, **kw):
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return request.render("fusion_repairs.portal_client_repair_thanks", {
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"page_name": "client_repair_thanks",
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"ref": ref or "",
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})
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