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>
149 lines
5.9 KiB
Python
149 lines
5.9 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': '19.0.2.2.0',
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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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'purchase',
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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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'data/emergency_charge_data.xml',
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'data/callout_rate_data.xml',
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'data/delivery_charge_data.xml',
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'data/symptom_class_data.xml',
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'data/flowchart_stairlift_not_moving_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_emergency_charge_views.xml',
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'views/repair_inspection_views.xml',
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'views/repair_callout_rate_views.xml',
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'views/repair_delivery_charge_views.xml',
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'views/repair_labor_warranty_views.xml',
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'views/repair_order_views.xml',
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'views/repair_part_order_views.xml',
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'views/repair_service_plan_views.xml',
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'views/repair_symptom_class_views.xml',
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'views/repair_flowchart_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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'report/inspection_certificate_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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# Bundle 11: Drawflow flowchart designer + runner. CSS first.
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'fusion_repairs/static/src/lib/drawflow/drawflow.min.css',
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'fusion_repairs/static/src/lib/drawflow/drawflow.min.js',
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'fusion_repairs/static/src/components/flowchart_designer/flowchart_designer.scss',
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'fusion_repairs/static/src/components/flowchart_designer/flowchart_designer.js',
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'fusion_repairs/static/src/components/flowchart_designer/flowchart_designer.xml',
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'fusion_repairs/static/src/components/flowchart_runner/flowchart_runner.scss',
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'fusion_repairs/static/src/components/flowchart_runner/flowchart_runner.js',
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'fusion_repairs/static/src/components/flowchart_runner/flowchart_runner.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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'fusion_repairs/static/src/js/portal_client_repair.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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