ebbadb3002
The grumpy-old-customer-with-broken-stairlift scenario. Four real workflows
the office faces every week, with comms baked in so the client never has to
call back asking for status.
NEW MODELS
- fusion.repair.emergency.charge (rate card)
Per (category, tier) rate with per_tech_multiplier; 5 tiers
(same_day / next_day / after_hours / weekend / holiday). Each category
can have its own rates - bed motors need 2 techs, stairlift is single.
Seeded with realistic Westin rates: stairlift same-day $250, weekend
$450; porch lift same-day $300; bed same-day $175 with 0.6 multiplier
(2-tech jobs frequent); powerchair same-day $200.
- fusion.repair.part.order (procurement-facing record)
One per distinct part the tech needs from the manufacturer. Carries
description + OEM # + manufacturer + quantity + photos + notes.
4-state lifecycle: draft -> ordered -> received -> fitted (or
cancelled). On state transitions:
draft -> ordered: email client "ordered, expected by X"
ordered -> received: email client "arrived, scheduling return visit"
+ auto-create follow-up dispatch task when ALL
outstanding parts on the repair have arrived.
REPAIR.ORDER EXTENSIONS
- Rush fields: x_fc_rush_requested, x_fc_rush_tier,
x_fc_rush_techs_required, x_fc_rush_surcharge (computed via rate card),
x_fc_rush_acknowledged_at + x_fc_rush_acknowledged_by_id (audit trail
proving CS got verbal OK before charging).
- Parts-awaiting fields: x_fc_parts_awaiting + x_fc_parts_eta_date +
x_fc_part_order_ids One2many + x_fc_part_order_count.
- New methods:
* action_acknowledge_rush() - one-click "client agreed" with audit.
* action_squeeze_into_today() - picks the lightest-loaded skilled tech,
finds their first free 1-hour slot between 9am-6pm, schedules the
task in it, sends:
1) live bus.bus push to the tech (sticky notification in their
web client - so they see it MID-SHIFT)
2) rush-alert email (force_send=True - this can't wait in the queue)
3) chatter post on the tech task itself
Validates against fusion_tasks' time-conflict rule by passing
force_schedule via context (intake.service honours it).
* action_view_part_orders() - smart button.
WIZARD EXTENSIONS
- repair.intake.wizard:
New rush_requested + rush_tier + rush_techs_required + rush_acknowledged
controls. Live rush_surcharge_preview compute shows CS the price in
real-time as they change category / tier / tech count. Yellow alert
reminds CS to read the price to the client BEFORE submitting.
- repair.visit.report.wizard:
New outcome radio: completed / parts_needed / rescheduled.
When outcome=parts_needed, needs_parts_line_ids One2many appears for
the tech to capture each part (description, OEM, manufacturer, qty,
lead days, notes, photos). On submit each line creates a
fusion.repair.part.order, the repair flips to x_fc_parts_awaiting=True
with an ETA, and the client gets the "we found the problem, here's the
plan" email immediately.
INTAKE SERVICE
- _create_dispatch_task now honours force_schedule (date + time_start +
time_end) via context so squeeze + auto-redispatch don't crash on
fusion_tasks' time-window validator.
- _create_single_repair carries rush_requested/tier/techs through to
the new repair fields.
MAIL TEMPLATES (4 new)
- email_template_rush_tech_alert: red 4px accent, address + phone + the
$surcharge - what the tech needs to know mid-shift.
- email_template_repair_awaiting_parts: amber accent, "we found the
problem, parts ordered, return visit ~ETA, no action needed".
- email_template_parts_ordered: blue, per-part confirmation.
- email_template_parts_received: green, "arrived, office will call to
confirm visit".
UI / NAVIGATION
- Backend wizard: rush controls + live surcharge preview + verbal-OK alert.
- repair.order form: new Rush / Parts notebook tab with all the fields
+ linked part orders list. Two new header buttons (Squeeze into
Today / Client Agreed to Rush Price). Two new search filters
(Rush, Awaiting Parts).
- Part Order form: statusbar with the 4 transitions + Cancel; notes +
photos notebook tabs; full chatter for audit.
- Menus: 'Parts to Order' under root; 'Emergency Surcharges' under
Configuration.
SECURITY
- 8 new ACL entries (emergency_charge user/manager; part_order
user/dispatcher/manager/technician; visit_report partline for office
and field tech). Office sees parts but only managers can edit
emergency rates.
Verified end-to-end on local westin-v19 - all 4 scenarios green:
S1 Same-day rush stairlift -> $250 surcharge, ack stamped, squeeze
assigned garry@ at first free 1h slot today, alert email queued,
chatter posted.
S2 Next-day priority bed -> $0 surcharge (no rate seeded for bed
next_day - office can configure), 4 emails queued (client + office).
S3 2-tech weekend stairlift -> $675 (450 base + 0.5x base for 2nd tech).
S4 Parts-needed visit-report -> 2 PART-#### records created, repair
awaiting_parts=True, ETA=2026-06-06, office activity scheduled,
client email sent. Marking part ordered -> client mail. Marking
all parts received -> auto-dispatch follow-up + client mail.
Bumped to 19.0.1.9.1.
Co-authored-by: Cursor <cursoragent@cursor.com>
6.0 KiB
6.0 KiB
| 1 | id | name | model_id:id | group_id:id | perm_read | perm_write | perm_create | perm_unlink |
|---|---|---|---|---|---|---|---|---|
| 2 | access_repair_product_category_user | Repair Category User Read | model_fusion_repair_product_category | group_fusion_repairs_user | 1 | 0 | 0 | 0 |
| 3 | access_repair_product_category_manager | Repair Category Manager Full | model_fusion_repair_product_category | group_fusion_repairs_manager | 1 | 1 | 1 | 1 |
| 4 | access_repair_intake_template_user | Intake Template User Read | model_fusion_repair_intake_template | group_fusion_repairs_user | 1 | 0 | 0 | 0 |
| 5 | access_repair_intake_template_manager | Intake Template Manager Full | model_fusion_repair_intake_template | group_fusion_repairs_manager | 1 | 1 | 1 | 1 |
| 6 | access_repair_intake_question_user | Intake Question User Read | model_fusion_repair_intake_question | group_fusion_repairs_user | 1 | 0 | 0 | 0 |
| 7 | access_repair_intake_question_manager | Intake Question Manager Full | model_fusion_repair_intake_question | group_fusion_repairs_manager | 1 | 1 | 1 | 1 |
| 8 | access_repair_intake_answer_user | Intake Answer User Full | model_fusion_repair_intake_answer | group_fusion_repairs_user | 1 | 1 | 1 | 0 |
| 9 | access_repair_intake_answer_manager | Intake Answer Manager Full | model_fusion_repair_intake_answer | group_fusion_repairs_manager | 1 | 1 | 1 | 1 |
| 10 | access_repair_intake_answer_tech_portal | Intake Answer Technician Read | model_fusion_repair_intake_answer | fusion_tasks.group_field_technician | 1 | 0 | 0 | 0 |
| 11 | access_repair_intake_wizard_user | Intake Wizard User Full | model_fusion_repair_intake_wizard | group_fusion_repairs_user | 1 | 1 | 1 | 1 |
| 12 | access_repair_intake_wizard_equipment_user | Intake Wizard Equipment User Full | model_fusion_repair_intake_wizard_equipment | group_fusion_repairs_user | 1 | 1 | 1 | 1 |
| 13 | access_repair_service_catalog_user | Catalogue User Read | model_fusion_repair_service_catalog | group_fusion_repairs_user | 1 | 0 | 0 | 0 |
| 14 | access_repair_service_catalog_manager | Catalogue Manager Full | model_fusion_repair_service_catalog | group_fusion_repairs_manager | 1 | 1 | 1 | 1 |
| 15 | access_repair_warranty_user | Warranty User Read | model_fusion_repair_warranty_coverage | group_fusion_repairs_user | 1 | 0 | 0 | 0 |
| 16 | access_repair_warranty_manager | Warranty Manager Full | model_fusion_repair_warranty_coverage | group_fusion_repairs_manager | 1 | 1 | 1 | 1 |
| 17 | access_repair_visit_report_wizard_user | Visit Report Wizard User | model_fusion_repair_visit_report_wizard | group_fusion_repairs_user | 1 | 1 | 1 | 1 |
| 18 | access_repair_visit_report_wizard_line_user | Visit Report Line User | model_fusion_repair_visit_report_wizard_line | group_fusion_repairs_user | 1 | 1 | 1 | 1 |
| 19 | access_repair_maintenance_user | Maintenance Contract User Read | model_fusion_repair_maintenance_contract | group_fusion_repairs_user | 1 | 0 | 0 | 0 |
| 20 | access_repair_maintenance_dispatcher | Maintenance Contract Dispatcher | model_fusion_repair_maintenance_contract | group_fusion_repairs_dispatcher | 1 | 1 | 1 | 0 |
| 21 | access_repair_maintenance_manager | Maintenance Contract Manager Full | model_fusion_repair_maintenance_contract | group_fusion_repairs_manager | 1 | 1 | 1 | 1 |
| 22 | access_repair_order_repairs_user | Repair Order Repairs User Read/Write | repair.model_repair_order | group_fusion_repairs_user | 1 | 1 | 1 | 0 |
| 23 | access_repair_order_repairs_manager | Repair Order Repairs Manager Full | repair.model_repair_order | group_fusion_repairs_manager | 1 | 1 | 1 | 1 |
| 24 | access_technician_task_repairs_user | Technician Task Repairs User Schedule | fusion_tasks.model_fusion_technician_task | group_fusion_repairs_user | 1 | 1 | 1 | 0 |
| 25 | access_technician_task_repairs_manager | Technician Task Repairs Manager Full | fusion_tasks.model_fusion_technician_task | group_fusion_repairs_manager | 1 | 1 | 1 | 1 |
| 26 | access_repair_self_check_rule_user | Self-Check Rule User Read | model_fusion_repair_self_check_rule | group_fusion_repairs_user | 1 | 0 | 0 | 0 |
| 27 | access_repair_self_check_rule_manager | Self-Check Rule Manager Full | model_fusion_repair_self_check_rule | group_fusion_repairs_manager | 1 | 1 | 1 | 1 |
| 28 | access_qr_sticker_wizard_user | QR Sticker Wizard User Full | model_fusion_repair_qr_sticker_wizard | group_fusion_repairs_user | 1 | 1 | 1 | 1 |
| 29 | access_repair_inspection_user | Inspection Cert User Read | model_fusion_repair_inspection_certificate | group_fusion_repairs_user | 1 | 0 | 0 | 0 |
| 30 | access_repair_inspection_dispatcher | Inspection Cert Dispatcher | model_fusion_repair_inspection_certificate | group_fusion_repairs_dispatcher | 1 | 1 | 1 | 0 |
| 31 | access_repair_inspection_manager | Inspection Cert Manager Full | model_fusion_repair_inspection_certificate | group_fusion_repairs_manager | 1 | 1 | 1 | 1 |
| 32 | access_repair_inspection_technician | Inspection Cert Field Tech Read-Only | model_fusion_repair_inspection_certificate | fusion_tasks.group_field_technician | 1 | 0 | 0 | 0 |
| 33 | access_service_plan_sub_user | Service Plan Sub User Read | model_fusion_repair_service_plan_subscription | group_fusion_repairs_user | 1 | 0 | 0 | 0 |
| 34 | access_service_plan_sub_dispatcher | Service Plan Sub Dispatcher | model_fusion_repair_service_plan_subscription | group_fusion_repairs_dispatcher | 1 | 1 | 1 | 0 |
| 35 | access_service_plan_sub_manager | Service Plan Sub Manager Full | model_fusion_repair_service_plan_subscription | group_fusion_repairs_manager | 1 | 1 | 1 | 1 |
| 36 | access_service_plan_burn_user | Service Plan Burn User Read | model_fusion_repair_service_plan_burn | group_fusion_repairs_user | 1 | 0 | 0 | 0 |
| 37 | access_service_plan_burn_manager | Service Plan Burn Manager Full | model_fusion_repair_service_plan_burn | group_fusion_repairs_manager | 1 | 1 | 1 | 1 |
| 38 | access_emergency_charge_user | Emergency Charge User Read | model_fusion_repair_emergency_charge | group_fusion_repairs_user | 1 | 0 | 0 | 0 |
| 39 | access_emergency_charge_manager | Emergency Charge Manager Full | model_fusion_repair_emergency_charge | group_fusion_repairs_manager | 1 | 1 | 1 | 1 |
| 40 | access_part_order_user | Part Order User Read | model_fusion_repair_part_order | group_fusion_repairs_user | 1 | 0 | 0 | 0 |
| 41 | access_part_order_dispatcher | Part Order Dispatcher | model_fusion_repair_part_order | group_fusion_repairs_dispatcher | 1 | 1 | 1 | 0 |
| 42 | access_part_order_manager | Part Order Manager Full | model_fusion_repair_part_order | group_fusion_repairs_manager | 1 | 1 | 1 | 1 |
| 43 | access_part_order_technician | Part Order Field Tech Create | model_fusion_repair_part_order | fusion_tasks.group_field_technician | 1 | 1 | 1 | 0 |
| 44 | access_visit_report_partline_user | Visit Report Part Line User Full | model_fusion_repair_visit_report_wizard_partline | group_fusion_repairs_user | 1 | 1 | 1 | 1 |
| 45 | access_visit_report_partline_tech | Visit Report Part Line Field Tech Full | model_fusion_repair_visit_report_wizard_partline | fusion_tasks.group_field_technician | 1 | 1 | 1 | 1 |