eb186cac3c
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>
435 lines
24 KiB
XML
435 lines
24 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<!-- ============================================================== -->
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<!-- Form view extensions -->
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<!-- ============================================================== -->
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<record id="view_repair_order_form_inherit_fusion_repairs" model="ir.ui.view">
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<field name="name">repair.order.form.inherit.fusion_repairs</field>
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<field name="model">repair.order</field>
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<field name="inherit_id" ref="repair.view_repair_order_form"/>
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<field name="arch" type="xml">
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<!-- Header action buttons (visit report + collect payment) -->
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<xpath expr="//header" position="inside">
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<button name="action_open_visit_report"
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type="object"
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string="Visit Report"
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class="btn-primary"
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invisible="state in ('draft', 'cancel') or x_fc_technician_task_count == 0"
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groups="fusion_repairs.group_fusion_repairs_user"/>
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<button name="action_collect_payment"
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type="object"
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string="Collect Payment"
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class="btn-secondary"
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invisible="state != 'done'"
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groups="fusion_repairs.group_fusion_repairs_user"/>
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<button name="action_offer_loaner"
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type="object"
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string="Offer Loaner"
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class="btn-secondary"
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icon="fa-handshake-o"
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invisible="state in ('done', 'cancel')"
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groups="fusion_repairs.group_fusion_repairs_user"/>
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<!-- Bundle 8: squeeze a rush into today's tech route + acknowledge surcharge -->
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<button name="action_squeeze_into_today"
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type="object"
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string="Squeeze into Today"
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class="btn-warning"
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icon="fa-flash"
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invisible="state in ('done', 'cancel') or not x_fc_rush_requested"
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groups="fusion_repairs.group_fusion_repairs_dispatcher"/>
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<button name="action_acknowledge_rush"
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type="object"
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string="Client Agreed to Rush Price"
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class="btn-warning"
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icon="fa-check"
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invisible="not x_fc_rush_requested or x_fc_rush_acknowledged_at"
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groups="fusion_repairs.group_fusion_repairs_user"/>
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<!-- Bundle 9: warranty + waive (waive group-gated server-side too) -->
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<button name="action_check_labor_warranty"
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type="object"
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string="Check Labor Warranty"
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class="btn-secondary"
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icon="fa-shield"
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invisible="state in ('done', 'cancel')"
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groups="fusion_repairs.group_fusion_repairs_user"/>
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<!-- Bundle 11: CS troubleshooting flowchart runner. Visible
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once CS has picked a symptom; raises a helpful error
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server-side if no published chart exists. -->
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<button name="action_start_troubleshoot"
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type="object"
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string="Start Troubleshooting"
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class="btn-info"
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icon="fa-sitemap"
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invisible="state in ('done', 'cancel') or not x_fc_symptom_class_id"
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groups="fusion_repairs.group_fusion_repairs_user"/>
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<button name="action_waive_labor_fee"
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type="object"
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string="Waive Labor Fee"
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class="btn-warning"
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icon="fa-percent"
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invisible="x_fc_labor_waived or state in ('done', 'cancel')"
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groups="fusion_repairs.group_fusion_repairs_sales_rep"/>
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</xpath>
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<!-- Smart buttons: Technician Tasks + Intake Answers + Original SO. -->
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<xpath expr="//div[hasclass('oe_button_box')]" position="inside">
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<button name="action_view_technician_tasks"
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type="object"
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class="oe_stat_button"
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icon="fa-wrench"
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invisible="x_fc_technician_task_count == 0">
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<field name="x_fc_technician_task_count" widget="statinfo" string="Tech Tasks"/>
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</button>
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<button name="action_view_intake_answers"
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type="object"
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class="oe_stat_button"
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icon="fa-list-alt"
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invisible="x_fc_intake_answer_count == 0">
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<field name="x_fc_intake_answer_count" widget="statinfo" string="Answers"/>
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</button>
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<button name="action_view_original_sale_order"
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type="object"
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class="oe_stat_button"
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icon="fa-dollar"
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invisible="not x_fc_original_sale_order_id">
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<field name="x_fc_original_sale_order_id" widget="statinfo" string="Original SO"/>
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</button>
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</xpath>
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<!-- Add intake metadata under partner_id -->
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<xpath expr="//field[@name='partner_id']" position="after">
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<field name="x_fc_repair_category_id" options="{'no_create': True}"/>
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<field name="x_fc_symptom_class_id"
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options="{'no_quick_create': True}"
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context="{'default_category_id': x_fc_repair_category_id}"
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invisible="not x_fc_repair_category_id"/>
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<field name="x_fc_urgency" widget="badge"
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decoration-success="x_fc_urgency == 'normal'"
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decoration-warning="x_fc_urgency == 'urgent'"
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decoration-danger="x_fc_urgency == 'safety'"/>
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<field name="x_fc_third_party_equipment"/>
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<field name="x_fc_is_quote_only"/>
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<field name="x_fc_resolved_on_call" readonly="1" invisible="not x_fc_resolved_on_call"/>
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<field name="x_fc_intake_source" readonly="1"/>
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<field name="x_fc_intake_user_id" readonly="1" invisible="not x_fc_intake_user_id"/>
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<field name="x_fc_intake_session_id" readonly="1" invisible="not x_fc_intake_session_id"/>
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</xpath>
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<!-- Add a Fusion Repairs notebook tab with intake + photos. -->
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<xpath expr="//notebook" position="inside">
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<page string="Intake" name="fusion_intake">
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<group>
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<group>
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<field name="x_fc_intake_template_id" readonly="1"/>
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<field name="x_fc_issue_category"/>
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</group>
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<group>
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<field name="x_fc_warranty_override_reason"
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placeholder="Reason if warranty status was overridden"/>
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<field name="x_fc_estimated_duration" widget="float_time"/>
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</group>
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</group>
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<separator string="Answers"/>
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<field name="x_fc_intake_answer_ids" readonly="1">
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<list>
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<field name="sequence" column_invisible="True"/>
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<field name="question_name"/>
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<field name="value_display"/>
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<field name="question_type" optional="hide"/>
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</list>
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</field>
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<separator string="Photos & Videos"/>
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<field name="x_fc_photo_ids" widget="many2many_binary"/>
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</page>
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<page string="Pricing" name="fusion_pricing" invisible="not x_fc_estimated_cost and not x_fc_actual_cost">
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<group>
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<group>
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<field name="x_fc_estimated_cost" widget="monetary"/>
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<field name="x_fc_actual_cost" widget="monetary"/>
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</group>
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<group>
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<field name="x_fc_cost_variance_pct" widget="float" digits="[16,2]"/>
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<field name="x_fc_requires_requote"/>
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<field name="company_currency_id" invisible="1"/>
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</group>
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</group>
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</page>
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<page string="AI Brief" name="fusion_ai" invisible="not x_fc_ai_summary">
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<field name="x_fc_ai_summary" readonly="1"/>
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</page>
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<page string="Margin" name="fusion_margin"
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groups="fusion_repairs.group_fusion_repairs_manager">
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<group>
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<group>
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<field name="x_fc_revenue" widget="monetary"/>
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<field name="x_fc_labour_cost" widget="monetary"/>
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<field name="x_fc_parts_cost" widget="monetary"/>
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</group>
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<group>
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<field name="x_fc_margin" widget="monetary"/>
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<field name="x_fc_margin_pct" widget="float" digits="[12,1]"/>
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<field name="company_currency_id" invisible="1"/>
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</group>
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</group>
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</page>
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<page string="Callout Pricing" name="fusion_callout">
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<group>
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<group string="Inputs">
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<field name="x_fc_callout_tier"/>
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<field name="x_fc_in_shop"/>
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<field name="x_fc_callout_techs"
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invisible="x_fc_in_shop"/>
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<field name="x_fc_callout_distance_km"
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invisible="x_fc_in_shop"/>
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<field name="x_fc_callout_labor_hours"/>
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</group>
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<group string="Warranty / Waiver">
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<field name="x_fc_labor_warranty_id" readonly="1"/>
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<field name="x_fc_labor_warranty_status" widget="badge"
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decoration-success="x_fc_labor_warranty_status == 'eligible'"
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decoration-warning="x_fc_labor_warranty_status in ('expired', 'waived')"
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decoration-danger="x_fc_labor_warranty_status == 'void_misuse'"/>
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<field name="x_fc_labor_waived" readonly="1"/>
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<field name="x_fc_labor_waived_by_id" readonly="1"
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invisible="not x_fc_labor_waived"/>
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<field name="x_fc_labor_waived_at" readonly="1"
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invisible="not x_fc_labor_waived"/>
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<field name="x_fc_labor_waived_reason"
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invisible="not x_fc_labor_waived"
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readonly="not x_fc_labor_waived"/>
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</group>
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</group>
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<separator string="Quote Breakdown"/>
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<group>
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<group>
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<field name="x_fc_quote_callout_base" widget="monetary" readonly="1"/>
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<field name="x_fc_quote_extra_techs" widget="monetary" readonly="1"/>
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<field name="x_fc_quote_labor" widget="monetary" readonly="1"/>
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<field name="x_fc_quote_travel" widget="monetary" readonly="1"/>
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</group>
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<group>
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<field name="x_fc_quote_waived" widget="monetary" readonly="1"/>
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<field name="x_fc_quote_total" widget="monetary" readonly="1"
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class="oe_subtotal_footer_separator"/>
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</group>
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</group>
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</page>
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<page string="Rush / Parts" name="fusion_rush_parts">
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<group>
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<group string="Rush Service">
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<field name="x_fc_rush_requested"/>
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<field name="x_fc_rush_tier"
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invisible="not x_fc_rush_requested"/>
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<field name="x_fc_rush_techs_required"
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invisible="not x_fc_rush_requested"/>
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<field name="x_fc_rush_surcharge"
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widget="monetary"
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readonly="1"
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invisible="not x_fc_rush_requested"/>
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<field name="x_fc_rush_acknowledged_at"
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readonly="1"
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invisible="not x_fc_rush_requested"/>
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<field name="x_fc_rush_acknowledged_by_id"
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readonly="1"
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invisible="not x_fc_rush_requested"/>
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</group>
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<group string="Awaiting Parts">
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<field name="x_fc_parts_awaiting" readonly="1"/>
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<field name="x_fc_parts_eta_date" readonly="1"
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invisible="not x_fc_parts_awaiting"/>
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<field name="x_fc_part_order_count" readonly="1"/>
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</group>
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</group>
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<field name="x_fc_part_order_ids" readonly="1">
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<list>
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<field name="name"/>
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<field name="description"/>
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<field name="oem_part_number"/>
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<field name="quantity"/>
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<field name="expected_date"/>
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<field name="received_date"/>
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<field name="state" widget="badge"/>
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</list>
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</field>
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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: add urgency badge + intake source -->
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<!-- ============================================================== -->
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<record id="view_repair_order_kanban_inherit_fusion_repairs" model="ir.ui.view">
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<field name="name">repair.order.kanban.inherit.fusion_repairs</field>
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<field name="model">repair.order</field>
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<field name="inherit_id" ref="repair.view_repair_kanban"/>
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<field name="arch" type="xml">
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<xpath expr="//field[@name='partner_id']" position="after">
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<field name="x_fc_urgency"/>
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<field name="x_fc_third_party_equipment"/>
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</xpath>
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</field>
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</record>
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<!-- ============================================================== -->
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<!-- List: add urgency + source columns -->
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<!-- ============================================================== -->
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<record id="view_repair_order_list_inherit_fusion_repairs" model="ir.ui.view">
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<field name="name">repair.order.list.inherit.fusion_repairs</field>
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<field name="model">repair.order</field>
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<field name="inherit_id" ref="repair.view_repair_order_tree"/>
|
|
<field name="arch" type="xml">
|
|
<xpath expr="//field[@name='partner_id']" position="after">
|
|
<field name="x_fc_urgency" widget="badge"
|
|
decoration-success="x_fc_urgency == 'normal'"
|
|
decoration-warning="x_fc_urgency == 'urgent'"
|
|
decoration-danger="x_fc_urgency == 'safety'"
|
|
optional="show"/>
|
|
<field name="x_fc_intake_source" optional="hide"/>
|
|
<field name="x_fc_third_party_equipment" optional="hide"/>
|
|
</xpath>
|
|
</field>
|
|
</record>
|
|
|
|
<!-- ============================================================== -->
|
|
<!-- New Service Call action - opens the wizard as a modal -->
|
|
<!-- ============================================================== -->
|
|
<record id="action_open_repair_intake_wizard" model="ir.actions.act_window">
|
|
<field name="name">New Service Call</field>
|
|
<field name="res_model">fusion.repair.intake.wizard</field>
|
|
<field name="view_mode">form</field>
|
|
<field name="target">new</field>
|
|
</record>
|
|
|
|
<!-- ============================================================== -->
|
|
<!-- Fusion Repairs Service Calls dashboard -->
|
|
<!-- Branded kanban / list of repair.order filtered to repairs that -->
|
|
<!-- came through one of the Fusion intake surfaces, with the -->
|
|
<!-- New Service Call wizard wired into the header. -->
|
|
<!-- ============================================================== -->
|
|
<record id="view_fusion_repair_dashboard_kanban" model="ir.ui.view">
|
|
<field name="name">repair.order.dashboard.fusion_repairs</field>
|
|
<field name="model">repair.order</field>
|
|
<field name="arch" type="xml">
|
|
<kanban default_group_by="state"
|
|
class="o_kanban_small_column o_kanban_repair_dashboard"
|
|
sample="1">
|
|
<field name="name"/>
|
|
<field name="partner_id"/>
|
|
<field name="state"/>
|
|
<field name="x_fc_urgency"/>
|
|
<field name="x_fc_third_party_equipment"/>
|
|
<field name="x_fc_repair_category_id"/>
|
|
<field name="x_fc_intake_source"/>
|
|
<field name="x_fc_estimated_cost"/>
|
|
<field name="company_currency_id"/>
|
|
<field name="schedule_date"/>
|
|
<templates>
|
|
<t t-name="card">
|
|
<div class="d-flex justify-content-between mb-2">
|
|
<strong class="o_kanban_record_title">
|
|
<field name="name"/>
|
|
</strong>
|
|
<span t-attf-class="badge {{ {'safety':'text-bg-danger','urgent':'text-bg-warning','normal':'text-bg-secondary'}[record.x_fc_urgency.raw_value] }}">
|
|
<field name="x_fc_urgency"/>
|
|
</span>
|
|
</div>
|
|
<div class="text-muted small mb-1">
|
|
<i class="fa fa-user me-1"/>
|
|
<field name="partner_id"/>
|
|
</div>
|
|
<div class="text-muted small mb-1" t-if="record.x_fc_repair_category_id.raw_value">
|
|
<i class="fa fa-wrench me-1"/>
|
|
<field name="x_fc_repair_category_id"/>
|
|
</div>
|
|
<div class="text-muted small mb-1" t-if="record.schedule_date.raw_value">
|
|
<i class="fa fa-calendar me-1"/>
|
|
<field name="schedule_date" widget="date"/>
|
|
</div>
|
|
<div class="d-flex justify-content-between mt-2">
|
|
<span class="small text-muted">
|
|
<field name="x_fc_intake_source"/>
|
|
</span>
|
|
<span t-if="record.x_fc_third_party_equipment.raw_value"
|
|
class="badge text-bg-warning small">3rd-party</span>
|
|
</div>
|
|
</t>
|
|
</templates>
|
|
</kanban>
|
|
</field>
|
|
</record>
|
|
|
|
<record id="view_fusion_repair_dashboard_search" model="ir.ui.view">
|
|
<field name="name">repair.order.search.fusion_repairs</field>
|
|
<field name="model">repair.order</field>
|
|
<field name="arch" type="xml">
|
|
<search string="Service Calls">
|
|
<field name="name"/>
|
|
<field name="partner_id"/>
|
|
<field name="x_fc_repair_category_id"/>
|
|
<filter string="Today" name="today"
|
|
domain="[('create_date', '>=', datetime.datetime.combine(context_today(), datetime.time(0,0,0)))]"/>
|
|
<filter string="This Week" name="week"
|
|
domain="[('create_date', '>=', datetime.datetime.combine(context_today() - datetime.timedelta(days=7), datetime.time(0,0,0)))]"/>
|
|
<separator/>
|
|
<filter string="Safety" name="safety"
|
|
domain="[('x_fc_urgency', '=', 'safety')]"/>
|
|
<filter string="Urgent" name="urgent"
|
|
domain="[('x_fc_urgency', '=', 'urgent')]"/>
|
|
<filter string="Third-Party" name="thirdparty"
|
|
domain="[('x_fc_third_party_equipment', '=', True)]"/>
|
|
<filter string="Quote Only" name="quote_only"
|
|
domain="[('x_fc_is_quote_only', '=', True)]"/>
|
|
<filter string="Rush / Emergency" name="rush"
|
|
domain="[('x_fc_rush_requested', '=', True)]"/>
|
|
<filter string="Awaiting Parts" name="awaiting_parts"
|
|
domain="[('x_fc_parts_awaiting', '=', True)]"/>
|
|
<separator/>
|
|
<filter string="From Backend Wizard" name="src_backend"
|
|
domain="[('x_fc_intake_source', '=', 'backend_wizard')]"/>
|
|
<filter string="From Sales Rep Portal" name="src_salesrep"
|
|
domain="[('x_fc_intake_source', '=', 'sales_rep_portal')]"/>
|
|
<filter string="From Client Portal" name="src_client"
|
|
domain="[('x_fc_intake_source', '=', 'client_portal')]"/>
|
|
<separator/>
|
|
<filter string="Open (not closed)" name="open"
|
|
domain="[('state', 'not in', ('done', 'cancel'))]"/>
|
|
<group>
|
|
<filter string="Status" name="group_state" context="{'group_by': 'state'}"/>
|
|
<filter string="Urgency" name="group_urgency" context="{'group_by': 'x_fc_urgency'}"/>
|
|
<filter string="Category" name="group_category" context="{'group_by': 'x_fc_repair_category_id'}"/>
|
|
<filter string="Intake Source" name="group_source" context="{'group_by': 'x_fc_intake_source'}"/>
|
|
</group>
|
|
</search>
|
|
</field>
|
|
</record>
|
|
|
|
<record id="action_fusion_repair_dashboard" model="ir.actions.act_window">
|
|
<field name="name">Service Calls</field>
|
|
<field name="res_model">repair.order</field>
|
|
<field name="view_mode">kanban,list,form</field>
|
|
<field name="search_view_id" ref="view_fusion_repair_dashboard_search"/>
|
|
<field name="context">{'search_default_open': 1}</field>
|
|
<field name="help" type="html">
|
|
<p class="o_view_nocontent_smiling_face">No service calls yet</p>
|
|
<p>
|
|
Click <strong>New</strong> in the top-left to open the guided
|
|
intake wizard. The form will walk you through caller info,
|
|
equipment selection, the issue, urgency and photos.
|
|
</p>
|
|
</field>
|
|
</record>
|
|
|
|
<record id="action_fusion_repair_dashboard_kanban" model="ir.actions.act_window.view">
|
|
<field name="sequence" eval="1"/>
|
|
<field name="view_mode">kanban</field>
|
|
<field name="view_id" ref="view_fusion_repair_dashboard_kanban"/>
|
|
<field name="act_window_id" ref="action_fusion_repair_dashboard"/>
|
|
</record>
|
|
|
|
</odoo>
|