396170b438
Ships the design spec at docs/superpowers/specs/2026-05-27-owner-approval-flow-design.md. What's new on central (fusion_helpdesk_central 19.0.1.2.0 -> 19.0.2.0.0): - Engagement model: 8 new fields on helpdesk.ticket (state, snapshotted owner email/name, single-use UUID4 token, sent/reminded/decided timestamps, AI summary, stored-computed turnaround hours). - Wizard: single + bulk modes on one fusion.helpdesk.engagement.wizard TransientModel with a child wizard.line for per-ticket bulk summaries. default_get pulls the OpenAI summary on open; AI fan-out for bulk is parallel via ThreadPoolExecutor (max 5 workers, 30s overall cap). - OpenAI client in utils.py — stdlib urllib, 15s per-call timeout, every failure collapses to '' so the wizard's manual-summary fallback fires. - Public portal: /fusion_helpdesk/engagement/<token>/<decision> GET + POST, four branded standalone QWeb pages (confirm/done/invalid/error). Token is single-use, cleared on confirm. Decision posts a public comment attributed to the resolved owner partner; chatter propagates to the employee's My Tickets thread per the "fully visible" UX choice. - Mail templates (single + bulk) with magic-link buttons. Bulk template renders one card per ticket, each with its own approve/reject URL. - Reminder cron: daily, single-shot per engagement, configurable via fusion_helpdesk_central.engagement_reminder_days ICP (default 3, 0 disables). - Reporting dashboard: pivot/graph/list/kanban over helpdesk.ticket filtered to engaged ones, with avg-turnaround measure. Menu lives under Helpdesk > Reporting > Owner Engagements. - Client_key extended with owner_email/owner_name fields; ticket.create upserts them from the client-side piggyback (no new sync endpoint). - 100% coverage on utils + integration tests on wizard, controllers, re-engagement, cron, computed turnaround. OpenAI mocked in CI. What's new on client (fusion_helpdesk 19.0.1.7.1 -> 19.0.2.0.0): - Two new ICP settings: fusion_helpdesk.owner_email / .owner_name with a new "Owner Approval" block in Settings > Fusion Helpdesk. - controllers/main.py::submit piggybacks both keys on every ticket payload so central keeps client_key.owner_email/name fresh automatically. Verified live end-to-end on entech -> nexa: payload upsert, wizard with mocked AI, action_send, portal GET/POST/GET-again cycle, second click hits the friendly invalid-token page. Token entropy = 122 bits (UUID4).
127 lines
6.1 KiB
XML
127 lines
6.1 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<!--
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Copyright 2026 Nexa Systems Inc.
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License OPL-1
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Surface the client-deployment tag in the agent backend so support can
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see + filter tickets by the deployment they came from.
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-->
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<odoo>
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<record id="fhc_ticket_list_label" model="ir.ui.view">
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<field name="name">fhc.helpdesk.ticket.list.client_label</field>
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<field name="model">helpdesk.ticket</field>
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<field name="inherit_id" ref="helpdesk.helpdesk_tickets_view_tree"/>
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<field name="arch" type="xml">
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<xpath expr="//list" position="inside">
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<field name="x_fc_client_label" optional="show"/>
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</xpath>
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</field>
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</record>
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<record id="fhc_ticket_search_label" model="ir.ui.view">
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<field name="name">fhc.helpdesk.ticket.search.client_label</field>
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<field name="model">helpdesk.ticket</field>
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<field name="inherit_id" ref="helpdesk.helpdesk_tickets_view_search"/>
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<field name="arch" type="xml">
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<xpath expr="//search" position="inside">
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<field name="x_fc_client_label"/>
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<filter string="Client Deployment" name="group_client_label"
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context="{'group_by': 'x_fc_client_label'}"/>
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<separator/>
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<filter string="Awaiting Owner Approval" name="fhc_pending_engagement"
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domain="[('x_fc_engagement_state', '=', 'pending')]"/>
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<filter string="Owner Approved" name="fhc_approved_engagement"
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domain="[('x_fc_engagement_state', '=', 'approved')]"/>
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<filter string="Owner Rejected" name="fhc_rejected_engagement"
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domain="[('x_fc_engagement_state', '=', 'rejected')]"/>
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</xpath>
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</field>
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</record>
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<!--
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Inherited ticket form. Adds:
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* Header button "Request Owner Approval" (form-button entry into
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the wizard). Disabled when there's no client_label OR no owner
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contact on the client_key — see the action_open_engagement_wizard
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method which raises a UserError with the same explanation.
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* State pill in the title row showing pending / approved / rejected.
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* Collapsible "Owner Engagement" group with the audit fields.
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Inherited views in Odoo 19 cannot carry `groups`/`group_ids` on the
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record (raises ParseError); per-node `groups=` attributes are fine.
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-->
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<record id="fhc_ticket_form_engagement" model="ir.ui.view">
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<field name="name">fhc.helpdesk.ticket.form.engagement</field>
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<field name="model">helpdesk.ticket</field>
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<field name="inherit_id" ref="helpdesk.helpdesk_ticket_view_form"/>
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<field name="arch" type="xml">
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<!-- Header button + state badge. Placed at the top of the
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header so it's the first thing support sees. -->
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<xpath expr="//header" position="inside">
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<button name="action_open_engagement_wizard"
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type="object"
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string="Request Owner Approval"
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class="oe_highlight"
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invisible="not x_fc_client_label or x_fc_engagement_state == 'pending'"
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groups="base.group_user"/>
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<button name="action_open_engagement_wizard"
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type="object"
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string="Re-engage Owner"
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invisible="x_fc_engagement_state != 'pending'"
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groups="base.group_user"/>
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<field name="x_fc_engagement_state" widget="statusbar"
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invisible="x_fc_engagement_state == 'none'"
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statusbar_visible="pending,approved,rejected"/>
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</xpath>
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<!-- Collapsible Owner Engagement page on the notebook. -->
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<xpath expr="//notebook" position="inside">
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<page string="Owner Engagement"
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name="fhc_engagement_page"
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invisible="x_fc_engagement_state == 'none'">
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<group>
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<group>
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<field name="x_fc_engagement_state" readonly="1"/>
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<field name="x_fc_engagement_name" readonly="1"/>
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<field name="x_fc_engagement_email" readonly="1" widget="email"/>
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</group>
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<group>
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<field name="x_fc_engagement_sent_at" readonly="1"/>
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<field name="x_fc_engagement_reminded_at" readonly="1"/>
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<field name="x_fc_engagement_decided_at" readonly="1"/>
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<field name="x_fc_engagement_turnaround_hours" readonly="1"/>
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</group>
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</group>
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<separator string="AI Summary (snapshotted at engagement)"/>
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<field name="x_fc_ai_summary" readonly="1" nolabel="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 dot on the main Helpdesk kanban deferred — the underlying
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view's structure varies between Helpdesk versions and reaching into
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it with xpath is fragile. The Reporting → Owner Engagements kanban
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(grouped by state) gives the same at-a-glance signal until we have
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a stable hook in helpdesk's main kanban.
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-->
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<!--
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Server action — bulk "Request Owner Approval" available from the
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helpdesk.ticket list view. Validation happens in the wizard's
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default_get; the server action just opens the wizard with the
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selection in context.
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-->
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<record id="action_engagement_bulk" model="ir.actions.server">
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<field name="name">Request Owner Approval (Bulk)</field>
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<field name="model_id" ref="helpdesk.model_helpdesk_ticket"/>
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<field name="binding_model_id" ref="helpdesk.model_helpdesk_ticket"/>
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<field name="binding_view_types">list,kanban</field>
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<field name="state">code</field>
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<field name="code">action = model.action_open_engagement_wizard_bulk()</field>
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</record>
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</odoo>
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