ebbadb3002
The grumpy-old-customer-with-broken-stairlift scenario. Four real workflows
the office faces every week, with comms baked in so the client never has to
call back asking for status.
NEW MODELS
- fusion.repair.emergency.charge (rate card)
Per (category, tier) rate with per_tech_multiplier; 5 tiers
(same_day / next_day / after_hours / weekend / holiday). Each category
can have its own rates - bed motors need 2 techs, stairlift is single.
Seeded with realistic Westin rates: stairlift same-day $250, weekend
$450; porch lift same-day $300; bed same-day $175 with 0.6 multiplier
(2-tech jobs frequent); powerchair same-day $200.
- fusion.repair.part.order (procurement-facing record)
One per distinct part the tech needs from the manufacturer. Carries
description + OEM # + manufacturer + quantity + photos + notes.
4-state lifecycle: draft -> ordered -> received -> fitted (or
cancelled). On state transitions:
draft -> ordered: email client "ordered, expected by X"
ordered -> received: email client "arrived, scheduling return visit"
+ auto-create follow-up dispatch task when ALL
outstanding parts on the repair have arrived.
REPAIR.ORDER EXTENSIONS
- Rush fields: x_fc_rush_requested, x_fc_rush_tier,
x_fc_rush_techs_required, x_fc_rush_surcharge (computed via rate card),
x_fc_rush_acknowledged_at + x_fc_rush_acknowledged_by_id (audit trail
proving CS got verbal OK before charging).
- Parts-awaiting fields: x_fc_parts_awaiting + x_fc_parts_eta_date +
x_fc_part_order_ids One2many + x_fc_part_order_count.
- New methods:
* action_acknowledge_rush() - one-click "client agreed" with audit.
* action_squeeze_into_today() - picks the lightest-loaded skilled tech,
finds their first free 1-hour slot between 9am-6pm, schedules the
task in it, sends:
1) live bus.bus push to the tech (sticky notification in their
web client - so they see it MID-SHIFT)
2) rush-alert email (force_send=True - this can't wait in the queue)
3) chatter post on the tech task itself
Validates against fusion_tasks' time-conflict rule by passing
force_schedule via context (intake.service honours it).
* action_view_part_orders() - smart button.
WIZARD EXTENSIONS
- repair.intake.wizard:
New rush_requested + rush_tier + rush_techs_required + rush_acknowledged
controls. Live rush_surcharge_preview compute shows CS the price in
real-time as they change category / tier / tech count. Yellow alert
reminds CS to read the price to the client BEFORE submitting.
- repair.visit.report.wizard:
New outcome radio: completed / parts_needed / rescheduled.
When outcome=parts_needed, needs_parts_line_ids One2many appears for
the tech to capture each part (description, OEM, manufacturer, qty,
lead days, notes, photos). On submit each line creates a
fusion.repair.part.order, the repair flips to x_fc_parts_awaiting=True
with an ETA, and the client gets the "we found the problem, here's the
plan" email immediately.
INTAKE SERVICE
- _create_dispatch_task now honours force_schedule (date + time_start +
time_end) via context so squeeze + auto-redispatch don't crash on
fusion_tasks' time-window validator.
- _create_single_repair carries rush_requested/tier/techs through to
the new repair fields.
MAIL TEMPLATES (4 new)
- email_template_rush_tech_alert: red 4px accent, address + phone + the
$surcharge - what the tech needs to know mid-shift.
- email_template_repair_awaiting_parts: amber accent, "we found the
problem, parts ordered, return visit ~ETA, no action needed".
- email_template_parts_ordered: blue, per-part confirmation.
- email_template_parts_received: green, "arrived, office will call to
confirm visit".
UI / NAVIGATION
- Backend wizard: rush controls + live surcharge preview + verbal-OK alert.
- repair.order form: new Rush / Parts notebook tab with all the fields
+ linked part orders list. Two new header buttons (Squeeze into
Today / Client Agreed to Rush Price). Two new search filters
(Rush, Awaiting Parts).
- Part Order form: statusbar with the 4 transitions + Cancel; notes +
photos notebook tabs; full chatter for audit.
- Menus: 'Parts to Order' under root; 'Emergency Surcharges' under
Configuration.
SECURITY
- 8 new ACL entries (emergency_charge user/manager; part_order
user/dispatcher/manager/technician; visit_report partline for office
and field tech). Office sees parts but only managers can edit
emergency rates.
Verified end-to-end on local westin-v19 - all 4 scenarios green:
S1 Same-day rush stairlift -> $250 surcharge, ack stamped, squeeze
assigned garry@ at first free 1h slot today, alert email queued,
chatter posted.
S2 Next-day priority bed -> $0 surcharge (no rate seeded for bed
next_day - office can configure), 4 emails queued (client + office).
S3 2-tech weekend stairlift -> $675 (450 base + 0.5x base for 2nd tech).
S4 Parts-needed visit-report -> 2 PART-#### records created, repair
awaiting_parts=True, ETA=2026-06-06, office activity scheduled,
client email sent. Marking part ordered -> client mail. Marking
all parts received -> auto-dispatch follow-up + client mail.
Bumped to 19.0.1.9.1.
Co-authored-by: Cursor <cursoragent@cursor.com>
136 lines
7.3 KiB
XML
136 lines
7.3 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<record id="view_repair_intake_wizard_form" model="ir.ui.view">
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<field name="name">fusion.repair.intake.wizard.form</field>
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<field name="model">fusion.repair.intake.wizard</field>
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<field name="arch" type="xml">
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<form string="New Service Call">
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<sheet>
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<group>
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<group string="Caller / Client">
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<field name="intake_user_id" options="{'no_create': True}"/>
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<field name="partner_id"
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options="{'no_create_edit': False, 'no_quick_create': False}"/>
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<field name="partner_phone" readonly="1" invisible="not partner_id"/>
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</group>
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</group>
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<!-- C1: duplicate-call detection banner -->
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<div class="alert alert-warning d-flex justify-content-between align-items-center"
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role="alert"
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invisible="duplicate_count == 0">
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<div>
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<i class="fa fa-exclamation-triangle me-1"/>
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<strong>Open repair already exists for this client</strong>
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(<field name="duplicate_count" nolabel="1" readonly="1" class="d-inline"/>
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in last <field name="duplicate_window_days" nolabel="1" readonly="1" class="d-inline"/> days).
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Consider adding a note to the existing repair instead.
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</div>
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<button name="action_open_existing_repair"
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type="object"
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string="Open Existing Repair"
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class="btn btn-sm btn-warning"/>
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</div>
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<field name="duplicate_repair_ids" invisible="1"/>
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<field name="currency_id" invisible="1"/>
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<!-- C5: outstanding-balance warning banner -->
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<div class="alert alert-danger d-flex justify-content-between align-items-center"
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role="alert"
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invisible="not show_outstanding_warning">
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<div>
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<i class="fa fa-money me-1"/>
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<strong>Outstanding balance:</strong>
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<field name="outstanding_balance" widget="monetary" nolabel="1" readonly="1" class="d-inline"/>
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across <field name="outstanding_invoice_count" nolabel="1" readonly="1" class="d-inline"/> invoice(s).
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Worth mentioning during this call.
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</div>
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<button name="action_view_outstanding_invoices"
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type="object"
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string="View Invoices"
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class="btn btn-sm btn-danger"/>
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</div>
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<separator string="Equipment Items (one repair per item)"/>
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<field name="equipment_ids">
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<list editable="bottom">
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<field name="sequence" widget="handle"/>
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<field name="repair_category_id" options="{'no_create': True}"/>
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<field name="product_id" optional="show"/>
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<field name="lot_id" optional="hide"/>
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<field name="third_party" optional="show"/>
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<field name="urgency" widget="badge"
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decoration-success="urgency == 'normal'"
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decoration-warning="urgency == 'urgent'"
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decoration-danger="urgency == 'safety'"/>
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<field name="issue_summary"/>
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<field name="scheduled_date" optional="hide"/>
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</list>
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<form>
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<group>
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<group>
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<field name="repair_category_id" options="{'no_create': True}"/>
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<field name="product_id"/>
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<field name="lot_id"/>
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<field name="third_party"/>
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</group>
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<group>
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<field name="urgency"/>
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<field name="scheduled_date"/>
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<field name="intake_template_id" options="{'no_create': True}"/>
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</group>
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</group>
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<field name="issue_summary"
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placeholder="One-line summary (e.g. 'stairlift stops halfway up')"/>
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<field name="issue_category"
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placeholder="Symptom tag (e.g. battery, motor, remote)"/>
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<field name="internal_notes" placeholder="Internal notes"/>
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<separator string="Photos / Videos"/>
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<field name="photo_ids" widget="many2many_binary"/>
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</form>
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</field>
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<!-- C6: quote-only mode -->
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<separator string="Options"/>
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<group>
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<field name="quote_only"/>
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</group>
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<!-- Bundle 8: rush / emergency surcharge -->
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<separator string="Rush / Emergency Service"/>
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<group>
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<field name="rush_requested"/>
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<field name="rush_tier"
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required="rush_requested"
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invisible="not rush_requested"/>
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<field name="rush_techs_required"
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invisible="not rush_requested"/>
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<field name="rush_surcharge_preview"
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widget="monetary"
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readonly="1"
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invisible="not rush_requested"/>
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<field name="currency_id" invisible="1"/>
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<field name="rush_acknowledged"
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invisible="not rush_requested"/>
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</group>
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<div class="alert alert-warning"
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role="alert"
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invisible="not rush_requested or rush_acknowledged">
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<i class="fa fa-exclamation-triangle me-1"/>
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<strong>Read the surcharge to the client and get verbal OK.</strong>
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Then tick the "Client Agreed to Price" box above before submitting.
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</div>
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</sheet>
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<footer>
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<button string="Submit"
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name="action_submit"
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type="object"
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class="btn-primary"/>
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<button string="Cancel" class="btn-secondary" special="cancel"/>
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</footer>
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</form>
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</field>
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</record>
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</odoo>
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