c506b53dec
X2 Day-before visit reminder email
- New cron 'Fusion Repairs: Day-before visit reminders' (daily at 08:00)
walks repair.order records with at least one linked
fusion.technician.task scheduled for tomorrow and not yet reminded.
- Sends mail.template email_template_visit_day_before to the client.
- New x_fc_day_before_reminder_sent flag (copy=False) so the cron
never re-sends the same reminder.
- Template uses 4px blue accent, 600px max-width, shows the scheduled
date + technician name + equipment, with a 'reply to reschedule' note.
- Verified: cron flagged the test repair x_fc_day_before_reminder_sent=True
after running.
X4 Post-visit NPS / Google review email
- New cron 'Fusion Repairs: Send post-visit NPS emails' (hourly)
finds repairs in state='done' with write_date >= 24h ago and no NPS
email sent. Sends mail.template email_template_post_visit_nps.
- New x_fc_nps_email_sent flag so we never re-pester clients.
- Template uses 4px green accent + 'Leave a Google review' CTA button
linking to res.company.x_fc_google_review_url (or a sensible Google
search fallback when the company hasn't configured a review URL).
M3 Loaner auto-offer for long-running repairs
- Soft-bridges fusion_loaners_management without a hard dep -
cron_offer_loaner_for_long_repairs returns immediately if the
fusion.loaner.checkout model isn't installed.
- Walks repair.order records open longer than
fusion_repairs.loaner_offer_threshold_days (ICP, default 3 days)
with no existing loaner-offer activity.
- Posts a 'Repair: Offer Loaner' activity (new mail.activity.type)
assigned to the repair responsible.
- New x_fc_loaner_offered flag to prevent daily re-posting.
- Manual 'Offer Loaner' button on repair header opens the
fusion.loaner.checkout wizard pre-filled with partner + SO.
- Daily cron runs at 08:30.
Email + ICP + cron wiring:
- 2 new mail.template records (visit_day_before, post_visit_nps)
- 1 new mail.activity.type (loaner_offer)
- 3 new ir.cron records (day-before, NPS, loaner)
- 1 new ir.config_parameter (loaner_offer_threshold_days)
- 1 new header button (Offer Loaner) on repair.order
Verified end-to-end on local westin-v19:
X2 setup repair: RO-202605-12 task: TASK-00045
day-before flag after cron: True (expected True)
M3 loaner model not installed - cron correctly no-op'd
(no flag set, no activity posted, no error - the soft-dep guard works)
Bumped to 19.0.1.3.0.
Co-authored-by: Cursor <cursoragent@cursor.com>
123 lines
4.4 KiB
Python
123 lines
4.4 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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{
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'name': 'Fusion Repairs',
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'version': '19.0.1.3.0',
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'category': 'Inventory/Repairs',
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'summary': 'Guided medical equipment repair intake, dispatch, maintenance, and self-service portal',
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'description': """
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Fusion Repairs
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==============
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Comprehensive repairs and maintenance management for medical equipment retailers
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and service providers (hospital beds, wheelchairs, stairlifts, porch lifts,
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walkers, mattresses, rollators).
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Phase 1 - MVP
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-------------
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- Three intake surfaces sharing one service layer:
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* Backend wizard for CS reps on the phone
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* Sales rep portal (/my/repair/new) for reps on the road
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* Public client self-service portal (/repair) - voicemail ready
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- Guided question templates per medical equipment category
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- Phone-first partner lookup with duplicate-call detection
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- Multi-equipment per call (one repair.order per unit)
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- Photo / video capture during intake
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- Third-party equipment support (equipment we didn't sell)
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- Auto warranty detection from original sale order
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- Office notification recipients + 4 follow-up activities
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- repair.order extensions linked to fusion.technician.task
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Phase 2-4 (roadmap)
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-------------------
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- AI self-check engine with strict medical safety guardrails
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- Upsell engine and direct-buy parts/plans
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- Repair warranty tracking (free re-do window)
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- Visit report wizard with Poynt terminal payment
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- Maintenance contracts with client self-booking
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- Weekend safety on-call paging
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- SMS notifications, compliance certificates, analytics
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Copyright (C) 2024-2026 Nexa Systems Inc. All rights reserved.
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""",
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'author': 'Nexa Systems Inc.',
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'website': 'https://www.nexasystems.ca',
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'maintainer': 'Nexa Systems Inc.',
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'support': 'support@nexasystems.ca',
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'license': 'OPL-1',
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'price': 0.00,
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'currency': 'CAD',
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'depends': [
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'base',
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'mail',
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'portal',
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'website',
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'sale_management',
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'stock',
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'repair',
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'maintenance',
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'fusion_tasks',
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'fusion_poynt',
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'fusion_authorizer_portal',
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],
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'data': [
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# Security
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'security/security.xml',
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'security/ir.model.access.csv',
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# Data (must load before views that reference records)
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'data/ir_sequence_data.xml',
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'data/ir_config_parameter_data.xml',
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'data/ir_cron_data.xml',
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'data/mail_activity_type_data.xml',
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'data/mail_template_data.xml',
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'data/repair_product_category_data.xml',
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'data/intake_template_data.xml',
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'data/self_check_data.xml',
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# Views
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'views/repair_product_category_views.xml',
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'views/intake_template_views.xml',
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'views/service_catalog_views.xml',
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'views/repair_warranty_views.xml',
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'views/maintenance_contract_views.xml',
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'views/repair_dashboard_views.xml',
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'views/repair_order_views.xml',
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'views/sale_order_views.xml',
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'views/technician_task_views.xml',
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'views/res_partner_views.xml',
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'views/res_users_views.xml',
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'views/res_config_settings_views.xml',
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# Portal templates
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'views/portal_sales_rep_templates.xml',
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'views/portal_client_repair_templates.xml',
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'views/portal_maintenance_templates.xml',
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# Wizards
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'wizard/repair_intake_wizard_views.xml',
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'wizard/repair_visit_report_wizard_views.xml',
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'wizard/qr_sticker_wizard_views.xml',
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# Reports
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'report/qr_sticker_report.xml',
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# Menus (last, after all referenced actions exist)
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'views/menus.xml',
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],
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'assets': {
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'web.assets_backend': [
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# Tokens MUST load first - dashboard.scss references its variables.
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'fusion_repairs/static/src/scss/_fr_tokens.scss',
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'fusion_repairs/static/src/scss/dashboard.scss',
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'fusion_repairs/static/src/components/dashboard/dashboard.js',
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'fusion_repairs/static/src/components/dashboard/dashboard.xml',
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],
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'web.assets_frontend': [
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'fusion_repairs/static/src/scss/portal_repair_mobile.scss',
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'fusion_repairs/static/src/scss/portal_client_repair.scss',
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'fusion_repairs/static/src/js/portal_repair_intake.js',
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],
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},
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'images': ['static/description/icon.png'],
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'installable': True,
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'application': True,
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'auto_install': False,
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}
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