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>
46 lines
6.0 KiB
CSV
46 lines
6.0 KiB
CSV
id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
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access_repair_product_category_user,Repair Category User Read,model_fusion_repair_product_category,group_fusion_repairs_user,1,0,0,0
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access_repair_product_category_manager,Repair Category Manager Full,model_fusion_repair_product_category,group_fusion_repairs_manager,1,1,1,1
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access_repair_intake_template_user,Intake Template User Read,model_fusion_repair_intake_template,group_fusion_repairs_user,1,0,0,0
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access_repair_intake_template_manager,Intake Template Manager Full,model_fusion_repair_intake_template,group_fusion_repairs_manager,1,1,1,1
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access_repair_intake_question_user,Intake Question User Read,model_fusion_repair_intake_question,group_fusion_repairs_user,1,0,0,0
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access_repair_intake_question_manager,Intake Question Manager Full,model_fusion_repair_intake_question,group_fusion_repairs_manager,1,1,1,1
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access_repair_intake_answer_user,Intake Answer User Full,model_fusion_repair_intake_answer,group_fusion_repairs_user,1,1,1,0
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access_repair_intake_answer_manager,Intake Answer Manager Full,model_fusion_repair_intake_answer,group_fusion_repairs_manager,1,1,1,1
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access_repair_intake_answer_tech_portal,Intake Answer Technician Read,model_fusion_repair_intake_answer,fusion_tasks.group_field_technician,1,0,0,0
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access_repair_intake_wizard_user,Intake Wizard User Full,model_fusion_repair_intake_wizard,group_fusion_repairs_user,1,1,1,1
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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
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access_repair_service_catalog_user,Catalogue User Read,model_fusion_repair_service_catalog,group_fusion_repairs_user,1,0,0,0
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access_repair_service_catalog_manager,Catalogue Manager Full,model_fusion_repair_service_catalog,group_fusion_repairs_manager,1,1,1,1
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access_repair_warranty_user,Warranty User Read,model_fusion_repair_warranty_coverage,group_fusion_repairs_user,1,0,0,0
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access_repair_warranty_manager,Warranty Manager Full,model_fusion_repair_warranty_coverage,group_fusion_repairs_manager,1,1,1,1
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access_repair_visit_report_wizard_user,Visit Report Wizard User,model_fusion_repair_visit_report_wizard,group_fusion_repairs_user,1,1,1,1
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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
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access_repair_maintenance_user,Maintenance Contract User Read,model_fusion_repair_maintenance_contract,group_fusion_repairs_user,1,0,0,0
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access_repair_maintenance_dispatcher,Maintenance Contract Dispatcher,model_fusion_repair_maintenance_contract,group_fusion_repairs_dispatcher,1,1,1,0
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access_repair_maintenance_manager,Maintenance Contract Manager Full,model_fusion_repair_maintenance_contract,group_fusion_repairs_manager,1,1,1,1
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access_repair_order_repairs_user,Repair Order Repairs User Read/Write,repair.model_repair_order,group_fusion_repairs_user,1,1,1,0
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access_repair_order_repairs_manager,Repair Order Repairs Manager Full,repair.model_repair_order,group_fusion_repairs_manager,1,1,1,1
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access_technician_task_repairs_user,Technician Task Repairs User Schedule,fusion_tasks.model_fusion_technician_task,group_fusion_repairs_user,1,1,1,0
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access_technician_task_repairs_manager,Technician Task Repairs Manager Full,fusion_tasks.model_fusion_technician_task,group_fusion_repairs_manager,1,1,1,1
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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
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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
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access_qr_sticker_wizard_user,QR Sticker Wizard User Full,model_fusion_repair_qr_sticker_wizard,group_fusion_repairs_user,1,1,1,1
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access_repair_inspection_user,Inspection Cert User Read,model_fusion_repair_inspection_certificate,group_fusion_repairs_user,1,0,0,0
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access_repair_inspection_dispatcher,Inspection Cert Dispatcher,model_fusion_repair_inspection_certificate,group_fusion_repairs_dispatcher,1,1,1,0
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access_repair_inspection_manager,Inspection Cert Manager Full,model_fusion_repair_inspection_certificate,group_fusion_repairs_manager,1,1,1,1
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access_repair_inspection_technician,Inspection Cert Field Tech Read-Only,model_fusion_repair_inspection_certificate,fusion_tasks.group_field_technician,1,0,0,0
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access_service_plan_sub_user,Service Plan Sub User Read,model_fusion_repair_service_plan_subscription,group_fusion_repairs_user,1,0,0,0
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access_service_plan_sub_dispatcher,Service Plan Sub Dispatcher,model_fusion_repair_service_plan_subscription,group_fusion_repairs_dispatcher,1,1,1,0
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access_service_plan_sub_manager,Service Plan Sub Manager Full,model_fusion_repair_service_plan_subscription,group_fusion_repairs_manager,1,1,1,1
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access_service_plan_burn_user,Service Plan Burn User Read,model_fusion_repair_service_plan_burn,group_fusion_repairs_user,1,0,0,0
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access_service_plan_burn_manager,Service Plan Burn Manager Full,model_fusion_repair_service_plan_burn,group_fusion_repairs_manager,1,1,1,1
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access_emergency_charge_user,Emergency Charge User Read,model_fusion_repair_emergency_charge,group_fusion_repairs_user,1,0,0,0
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access_emergency_charge_manager,Emergency Charge Manager Full,model_fusion_repair_emergency_charge,group_fusion_repairs_manager,1,1,1,1
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access_part_order_user,Part Order User Read,model_fusion_repair_part_order,group_fusion_repairs_user,1,0,0,0
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access_part_order_dispatcher,Part Order Dispatcher,model_fusion_repair_part_order,group_fusion_repairs_dispatcher,1,1,1,0
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access_part_order_manager,Part Order Manager Full,model_fusion_repair_part_order,group_fusion_repairs_manager,1,1,1,1
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access_part_order_technician,Part Order Field Tech Create,model_fusion_repair_part_order,fusion_tasks.group_field_technician,1,1,1,0
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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
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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
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