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>
225 lines
11 KiB
XML
225 lines
11 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<!-- =====================================================
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FLOWCHART (design-time)
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===================================================== -->
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<record id="view_repair_flowchart_list" model="ir.ui.view">
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<field name="name">fusion.repair.flowchart.list</field>
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<field name="model">fusion.repair.flowchart</field>
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<field name="arch" type="xml">
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<list string="Troubleshooting Flowcharts"
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decoration-success="published"
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decoration-muted="not active">
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<field name="name"/>
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<field name="category_id"/>
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<field name="symptom_class_id"/>
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<field name="node_count"/>
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<field name="edge_count"/>
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<field name="version"/>
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<field name="published" widget="boolean_toggle"/>
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<field name="active" widget="boolean_toggle" optional="show"/>
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<field name="write_date" optional="show"/>
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</list>
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</field>
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</record>
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<record id="view_repair_flowchart_kanban" model="ir.ui.view">
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<field name="name">fusion.repair.flowchart.kanban</field>
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<field name="model">fusion.repair.flowchart</field>
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<field name="arch" type="xml">
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<kanban default_group_by="category_id" class="o_kanban_small_column">
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<field name="name"/>
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<field name="symptom_class_id"/>
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<field name="node_count"/>
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<field name="published"/>
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<templates>
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<t t-name="card">
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<div class="oe_kanban_global_click oe_kanban_card oe_kanban_record">
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<div class="o_kanban_record_top">
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<strong t-out="record.name.value"/>
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</div>
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<div class="o_kanban_record_subtitle small text-muted">
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<t t-out="record.symptom_class_id.value"/>
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</div>
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<div class="o_kanban_record_bottom mt-2">
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<span class="badge text-bg-secondary me-1">
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<i class="fa fa-circle-o"/>
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<t t-out="record.node_count.value"/> nodes
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</span>
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<span t-if="record.published.raw_value" class="badge text-bg-success">PUBLISHED</span>
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<span t-else="" class="badge text-bg-warning">DRAFT</span>
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</div>
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</div>
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</t>
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</templates>
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</kanban>
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</field>
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</record>
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<record id="view_repair_flowchart_form" model="ir.ui.view">
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<field name="name">fusion.repair.flowchart.form</field>
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<field name="model">fusion.repair.flowchart</field>
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<field name="arch" type="xml">
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<form string="Troubleshooting Flowchart">
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<header>
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<button name="action_open_designer"
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type="object"
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string="Open Designer"
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class="btn-primary"
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icon="fa-pencil-square-o"/>
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<button name="action_publish"
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type="object"
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string="Publish"
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class="btn-success"
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icon="fa-share"
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invisible="published"
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groups="fusion_repairs.group_fusion_repairs_manager"/>
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<button name="action_unpublish"
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type="object"
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string="Unpublish"
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class="btn-secondary"
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icon="fa-undo"
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invisible="not published"
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groups="fusion_repairs.group_fusion_repairs_manager"/>
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<button name="action_duplicate_as_draft"
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type="object"
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string="Duplicate as Draft"
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class="btn-secondary"
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icon="fa-copy"/>
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</header>
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<sheet>
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<div class="oe_button_box" name="button_box">
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<button name="action_open_designer"
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type="object"
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class="oe_stat_button"
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icon="fa-sitemap">
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<field name="node_count" widget="statinfo" string="Nodes"/>
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</button>
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</div>
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<div class="oe_title">
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<h1><field name="name" placeholder="e.g. Stairlift - Not Moving"/></h1>
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</div>
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<group>
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<group>
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<field name="category_id" options="{'no_create': True}"/>
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<field name="symptom_class_id"
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options="{'no_quick_create': True}"
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context="{'default_category_id': category_id}"/>
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</group>
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<group>
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<field name="published" readonly="1"/>
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<field name="version" readonly="1"/>
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<field name="active"/>
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<field name="company_id" groups="base.group_multi_company"/>
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</group>
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</group>
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<notebook>
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<page string="Description" name="description">
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<field name="description" placeholder="What this flowchart covers, who built it, version notes..."/>
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</page>
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<page string="Nodes" name="nodes">
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<field name="node_ids" readonly="1">
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<list>
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<field name="sequence" widget="handle"/>
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<field name="name"/>
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<field name="node_type" widget="badge"/>
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<field name="outcome_kind" optional="show"/>
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<field name="is_start" widget="boolean_toggle"/>
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</list>
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</field>
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</page>
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<page string="Edges" name="edges">
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<field name="edge_ids" readonly="1">
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<list>
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<field name="sequence" widget="handle"/>
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<field name="source_node_id"/>
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<field name="label"/>
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<field name="target_node_id"/>
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</list>
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</field>
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</page>
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</notebook>
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</sheet>
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<chatter/>
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</form>
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</field>
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</record>
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<record id="action_repair_flowchart" model="ir.actions.act_window">
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<field name="name">Troubleshooting Flowcharts</field>
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<field name="res_model">fusion.repair.flowchart</field>
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<field name="view_mode">kanban,list,form</field>
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</record>
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<!-- =====================================================
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FLOWCHART RUNS (runtime / audit)
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===================================================== -->
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<record id="view_repair_flowchart_run_list" model="ir.ui.view">
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<field name="name">fusion.repair.flowchart.run.list</field>
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<field name="model">fusion.repair.flowchart.run</field>
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<field name="arch" type="xml">
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<list string="Troubleshooting Sessions"
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decoration-info="outcome == 'in_progress'"
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decoration-success="outcome == 'resolved'"
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decoration-warning="outcome == 'escalated'"
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decoration-muted="outcome == 'abandoned'">
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<field name="repair_order_id"/>
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<field name="partner_id"/>
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<field name="flowchart_id"/>
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<field name="started_at"/>
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<field name="started_by_id"/>
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<field name="step_count" string="Steps"/>
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<field name="outcome" widget="badge"/>
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<field name="completed_at" optional="show"/>
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</list>
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</field>
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</record>
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<record id="view_repair_flowchart_run_form" model="ir.ui.view">
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<field name="name">fusion.repair.flowchart.run.form</field>
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<field name="model">fusion.repair.flowchart.run</field>
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<field name="arch" type="xml">
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<form string="Troubleshooting Session">
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<sheet>
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<group>
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<group>
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<field name="repair_order_id"/>
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<field name="flowchart_id"/>
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<field name="flowchart_version" readonly="1"/>
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<field name="outcome" widget="badge"/>
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</group>
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<group>
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<field name="started_at"/>
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<field name="started_by_id"/>
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<field name="completed_at" readonly="1"/>
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<field name="completed_by_id" readonly="1"/>
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</group>
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</group>
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<separator string="Transcript"/>
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<field name="transcript_html" widget="html" readonly="1" nolabel="1"/>
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<separator string="Steps"/>
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<field name="step_ids" readonly="1">
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<list>
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<field name="sequence"/>
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<field name="node_name_snapshot"/>
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<field name="chosen_label_snapshot"/>
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<field name="cs_note"/>
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<field name="recorded_at"/>
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</list>
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</field>
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</sheet>
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<chatter/>
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</form>
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</field>
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</record>
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<record id="action_repair_flowchart_run" model="ir.actions.act_window">
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<field name="name">Troubleshooting Sessions</field>
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<field name="res_model">fusion.repair.flowchart.run</field>
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<field name="view_mode">list,form</field>
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<field name="context">{}</field>
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</record>
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</odoo>
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