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Fusion Repairs — Status & Handoff

Module: fusion_repairs
Version: 19.0.2.2.4 (as of 2026-05-27)
Design spec: docs/superpowers/specs/2026-05-20-fusion-repairs-design.md
Owner context: Medical equipment repair intake (beds, wheelchairs, stairlifts, porch lifts, lift chairs, etc.) for Westin Healthcare / Fusion Central.

This file is the living status tracker for what shipped in local dev vs what the original four-phase spec still defers. Update it whenever a bundle lands or production deploys.

Deployment status

Environment	Status	Notes
Local OrbStack (`odoo-modsdev-app`, DB `fusion-dev` or `modsdev`)	Installed & upgraded	Primary dev target. URL typically `http://localhost:8082`. Upgrade: `docker exec odoo-modsdev-app odoo -d fusion-dev -u fusion_repairs --stop-after-init`
Production (odoo-westin / erp.westinhealthcare.ca)	Not deployed	Do not upgrade remotely without explicit sign-off after local E2E.
Automated unit tests	None in repo	E2E was done via ad-hoc shell scripts during development; add `tests/` before production.

After JS/SCSS changes: bump __manifest__.py version, upgrade module, flush /web/assets/% attachments if the browser serves stale bundles, hard-refresh.

Implementation bundles (shipped in code)

Work was delivered in 11 bundles on top of the approved design spec. All of the following exist in the fusion_repairs/ tree unless marked partial.

Bundle	Theme	Highlights
1	CS MVP + permissions	Backend intake wizard, intake templates/questions, `fusion.repair.intake.service`, `repair.order` extensions, RO-`YYYYMM`-`NN` sequence, activities, emails, kanban/menus, admin/office ACLs
2	Portals + weekend safety	Public `/repair`, sales rep `/my/repair/*`, AI self-check + rules fallback, on-call paging + ack route, honeypot + rate limits
3	Reminders + maintenance	Maintenance contracts + booking token portal, day-before / NPS / loaner crons, `x_fc_done_at`, dashboard OWL hub
4	Compliance certs	`fusion.repair.inspection.certificate`, PDF report, expiry cron, visit-report “issue cert”
5	Service catalog + pricing	`fusion.repair.service.catalog`, variance / requote on visit report
6	Rush / emergency	`fusion.repair.emergency.charge`, rush fields on intake + repair, squeeze-into-today scheduling
7	Parts pipeline (basic)	`fusion.repair.part.order`, awaiting-parts emails, visit-report parts-needed path
8	Mobile tech UX	Maps button, signature pad, found-another-issue, timer on task, Poynt collect on repair
9	Repair warranty + plans	`fusion.repair.warranty.coverage`, service plan subscriptions from SO confirm
10	Westin rate card	Callout rates (standard vs lift & elevating), delivery charges, store labor warranty, waive labor (manager/sales rep only), in-shop flag
11	CS flowcharts + vendor PO	Symptom classes, Drawflow designer + OWL runner, demo stairlift chart, draft PO from part order, Wysiwyg node content (`markup()` for HTML)

Shipped by feature ID (design spec catalogue)

Legend: Done = usable in backend/portal; Partial = model or cron exists but UX/integration incomplete; Not started = no meaningful code.

CS / call intake

ID	Feature	Status
C1	Duplicate-call detection	Done — wizard banners + link to open repair
C2	Client history sidebar in wizard	Partial — `res.partner` prefs + repair count; no lazy sidebar UI (last 3 repairs, maintenance, loaner, ADP)
C3	SMS reply from wizard	Not started — needs `fusion_ringcentral`
C4	Canned scripts per issue	Not started — no `fusion.repair.script.template`
C5	Outstanding-balance warning	Done
C6	Quote-only mode	Done

Dispatcher

ID	Feature	Status
D1	Map view of open repairs by zone	Not started
D2	Tech skills matrix	Done — `res.users.x_fc_repair_skills`; dispatch prefers matching category
D3	Parts pre-pull checklist	Not started — no nightly picklist cron/email
D4	Reschedule with client SMS approval	Not started — needs RingCentral two-way SMS

Technician (mobile / in-field)

ID	Feature	Status
T1	Open in Maps	Done
T2	AI pre-visit brief	Partial — `x_fc_ai_summary` on repair; not a dedicated mobile “brief” panel
T3	Labour timer via fusion_clock	Partial — local Start/Stop timer on `fusion.technician.task`; not wired to `fusion_clock`
T4	Client signature	Done — visit report wizard
T5	Found another issue	Done
T6	Parts replaced — serial capture	Done — visit report text field
T7	No-show photo proof	Done
T8	Poynt on visit report	Done — `action_collect_payment` on repair

Client experience

ID	Feature	Status
X1	“Tech is X min away” SMS	Not started
X2	Day-before reminder	Done (email cron); SMS portion not started
X3	Self-reschedule link	Not started — email copy mentions “reply to reschedule” only
X4	Post-visit NPS	Done (email cron)
X5	Logged-in equipment portal `/my/equipment`	Not started

Back-office & management

ID	Feature	Status
M1	Inspection certificates	Done
M2	ADP/funder bridge to `fusion_claims`	Not started
M3	Loaner auto-offer	Partial — cron + activity + button; soft depends on `fusion_loaners_management` (no hard dep)
M4	Mail-in / shop repairs workflow	Not started
M5	Pre-paid service plans	Done — subscriptions + burn-down on maintenance/visit
M6	Repair warranty (30/90 day re-do)	Done — `fusion.repair.warranty.coverage` + intake check
M7	Failure rate analytics	Partial — dashboard tiles by product/symptom (90-day); not full FCR-by-tech report
M8	OEM warranty claim filing	Not started — serial capture only
M9	Margin per repair	Partial — dashboard margin summary; fields on repair depend on revenue/cost population

Client self-service portal

ID	Feature	Status
CL1	Public `/repair` landing	Done
CL2	Phone-first lookup	Done — PII-safe jsonrpc
CL3	QR `?sn=` pre-fill	Done
CL4	Guided questions (shared service)	Partial — backend/sales rep use templates; public form is lighter (category + summary)
CL5	Photo upload	Done
CL6–CL8	AI self-check + guardrails + resolved branch	Done
CL9	Upsell engine (rules model)	Partial — deterministic rules + AI; no `fusion.repair.upsell.suggestion` admin UI
CL10	Direct-buy parts/plans	Not started — thanks-page cards only, no shop checkout
CL11	Save & resume tokenized link	Not started
CL12	Smart SMS verify for unknown phones	Not started
CL13	reCAPTCHA v3	Partial — honeypot + rate limit; no reCAPTCHA
CL14	Privacy / PHI consent	Done — checkbox on form
CL15	After-hours + on-call paging	Done
CL16	Voicemail RC integration	Not started
CL17	QR sticker generator	Done — wizard + PDF report
CL18–CL19	Knowledge base videos / voice input	Not started
CL20	Resolution survey + Google review	Partial — NPS email after visit; not wired to “resolved on self-check” path

Sales rep portal

ID	Feature	Status
S1	`/my/repair/new` intake	Done
S2	Dashboard tile on sales rep home	Not started — no change in `fusion_authorizer_portal` dashboard
S3	`/my/repairs` list	Done
S4	`/my/repair/<id>` detail	Done (read-only)
S5	Add note from portal	Not started
S6	Mobile photo upload	Done
S7	Book maintenance for client	Not started
S8	Client history sidebar in portal	Not started
S9	Quote-only from portal	Not started
S10	State-change notifications to rep	Not started
S11–S12	Warranty signature / commission view	Not started

Bundle 11 — CS troubleshooting flowcharts (post-spec)

Item	Status
`fusion.repair.symptom.class` + seed data (stairlift-heavy)	Done
`fusion.repair.flowchart` + nodes/edges + Drawflow designer	Done
OWL runner (card mode + “show whole tree”)	Done
Outcomes: resolved / escalate / order_part	Done — transcript → chatter + `internal_notes`
Demo chart “Stairlift - Not Moving”	Done (one chart; other categories need admin-built charts)
Rich text (Wysiwyg) + HTML source toggle in designer	Done
Part order → vendor, OEM #, cost, ETA, factory refs, draft PO	Done
Client email on order (ETA only, no cost)	Done
Office activity on ETA	Done
“Start Troubleshooting” on `repair.order`	Done
Troubleshooting during intake wizard (before RO exists)	Not started — run starts after repair created
Tech mobile “what CS tried” panel	Partial — via `internal_notes` / chatter, not dedicated task UI
Flowcharts for all product categories	Not started — content/ops task

Key models & entry points

Model / surface	Purpose
`fusion.repair.intake.service`	Single write path for backend wizard, sales rep portal, client portal
`fusion.repair.intake.wizard`	CS “New Service Call”
`repair.order`	Core record; Fusion fields prefixed `x_fc_*`
`fusion.technician.task`	Dispatch (via `fusion_tasks`)
`fusion.repair.flowchart` (+ run/step)	Guided CS troubleshooting
`fusion.repair.part.order`	Parts + draft `purchase.order`
`fusion.repair.callout.rate` / `labor.warranty` / `delivery.charge`	Westin pricing
OWL `fusion_repairs.dashboard`	App home KPIs
Public routes	`/repair`, `/repair/new`, `/repair/self_check`, `/repair/on-call/ack/<token>`
Maintenance	`/repairs/maintenance/book/<token>`

Dependencies: repair, sale_management, stock, purchase, maintenance, portal, website, html_editor, fusion_tasks, fusion_poynt, fusion_authorizer_portal.

Soft / optional (not in manifest): fusion_ringcentral, fusion_schedule, fusion_loaners_management, fusion_claims, fusion_shipping, fusion_canada_post, fusion.api.service (OpenAI).

Crons that exist vs config-only

Cron	Status
Maintenance due reminders (30/7/1 d)	Done
On-call escalate unacknowledged pages	Done
Day-before visit reminder (email)	Done
Post-visit NPS email	Done
Inspection certificate expiry	Done
Loaner offer for long repairs	Done
Office follow-ups (maintenance unbooked, no tech, overdue visit, unpaid invoice)	Not started — `ir.config_parameter` toggles exist in `data/ir_config_parameter_data.xml` but no `ir.cron` or Python methods

Known gaps & ops follow-ups

Content: Build and publish flowcharts per (equipment category × symptom), not only the seeded stairlift demo.
C2 / S8: Add lazy RPC + sidebar UI for last repairs, maintenance status, balance, loaner flag.
RingCentral: C3, X1, X2 SMS, D4, CL12, CL16 all blocked on fusion_ringcentral.
Tests: Add fusion_repairs/tests/ TransactionCase coverage before production.
Production deploy: Copy addon to Westin host, -u fusion_repairs, verify rate card numbers against live printed card, train CS on flowchart designer.
Manifest description: Still listed “Phase 2–4 roadmap” in __manifest__.py — updated in same commit as this file to reflect shipped scope.

Local dev commands

# Upgrade module
docker exec odoo-modsdev-app odoo -d fusion-dev -u fusion_repairs --stop-after-init

# Run tests (when tests/ exists) — ephemeral ports required
docker exec odoo-modsdev-app odoo -d fusion-dev --test-enable --test-tags /fusion_repairs \
  -u fusion_repairs --stop-after-init --http-port=0 --gevent-port=0 2>&1 | tail -60

# Force asset rebundle after JS/CSS change (if hash stuck)
docker exec odoo-modsdev-app psql -U odoo -d fusion-dev -c \
  "DELETE FROM ir_attachment WHERE url LIKE '/web/assets/%';"

Change log (handoff notes)

Date	Note
2026-05-27	Created `cloud.md`. Bundles 1–11 in repo at `19.0.2.2.4`. Local OrbStack verified; production not deployed. Fixed prior session gap: file had been planned but never written.
2026-05-27	Backend blank page fixes: `fusion_clock` missing table (separate module); flowchart designer OWL hooks inside `setup()`; Wysiwyg content requires `markup()`.

When you ship to production or close a spec item, update the tables above and bump the version line at the top.

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