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>
362 lines
19 KiB
XML
362 lines
19 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<!-- ============================================================== -->
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<!-- Form view extensions -->
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<!-- ============================================================== -->
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<record id="view_repair_order_form_inherit_fusion_repairs" model="ir.ui.view">
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<field name="name">repair.order.form.inherit.fusion_repairs</field>
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<field name="model">repair.order</field>
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<field name="inherit_id" ref="repair.view_repair_order_form"/>
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<field name="arch" type="xml">
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<!-- Header action buttons (visit report + collect payment) -->
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<xpath expr="//header" position="inside">
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<button name="action_open_visit_report"
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type="object"
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string="Visit Report"
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class="btn-primary"
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invisible="state in ('draft', 'cancel') or x_fc_technician_task_count == 0"
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groups="fusion_repairs.group_fusion_repairs_user"/>
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<button name="action_collect_payment"
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type="object"
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string="Collect Payment"
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class="btn-secondary"
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invisible="state != 'done'"
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groups="fusion_repairs.group_fusion_repairs_user"/>
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<button name="action_offer_loaner"
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type="object"
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string="Offer Loaner"
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class="btn-secondary"
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icon="fa-handshake-o"
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invisible="state in ('done', 'cancel')"
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groups="fusion_repairs.group_fusion_repairs_user"/>
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<!-- Bundle 8: squeeze a rush into today's tech route + acknowledge surcharge -->
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<button name="action_squeeze_into_today"
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type="object"
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string="Squeeze into Today"
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class="btn-warning"
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icon="fa-flash"
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invisible="state in ('done', 'cancel') or not x_fc_rush_requested"
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groups="fusion_repairs.group_fusion_repairs_dispatcher"/>
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<button name="action_acknowledge_rush"
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type="object"
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string="Client Agreed to Rush Price"
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class="btn-warning"
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icon="fa-check"
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invisible="not x_fc_rush_requested or x_fc_rush_acknowledged_at"
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groups="fusion_repairs.group_fusion_repairs_user"/>
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</xpath>
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<!-- Smart buttons: Technician Tasks + Intake Answers + Original SO. -->
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<xpath expr="//div[hasclass('oe_button_box')]" position="inside">
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<button name="action_view_technician_tasks"
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type="object"
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class="oe_stat_button"
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icon="fa-wrench"
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invisible="x_fc_technician_task_count == 0">
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<field name="x_fc_technician_task_count" widget="statinfo" string="Tech Tasks"/>
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</button>
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<button name="action_view_intake_answers"
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type="object"
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class="oe_stat_button"
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icon="fa-list-alt"
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invisible="x_fc_intake_answer_count == 0">
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<field name="x_fc_intake_answer_count" widget="statinfo" string="Answers"/>
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</button>
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<button name="action_view_original_sale_order"
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type="object"
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class="oe_stat_button"
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icon="fa-dollar"
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invisible="not x_fc_original_sale_order_id">
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<field name="x_fc_original_sale_order_id" widget="statinfo" string="Original SO"/>
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</button>
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</xpath>
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<!-- Add intake metadata under partner_id -->
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<xpath expr="//field[@name='partner_id']" position="after">
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<field name="x_fc_repair_category_id" options="{'no_create': True}"/>
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<field name="x_fc_urgency" widget="badge"
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decoration-success="x_fc_urgency == 'normal'"
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decoration-warning="x_fc_urgency == 'urgent'"
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decoration-danger="x_fc_urgency == 'safety'"/>
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<field name="x_fc_third_party_equipment"/>
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<field name="x_fc_is_quote_only"/>
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<field name="x_fc_intake_source" readonly="1"/>
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<field name="x_fc_intake_user_id" readonly="1" invisible="not x_fc_intake_user_id"/>
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<field name="x_fc_intake_session_id" readonly="1" invisible="not x_fc_intake_session_id"/>
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</xpath>
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<!-- Add a Fusion Repairs notebook tab with intake + photos. -->
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<xpath expr="//notebook" position="inside">
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<page string="Intake" name="fusion_intake">
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<group>
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<group>
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<field name="x_fc_intake_template_id" readonly="1"/>
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<field name="x_fc_issue_category"/>
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</group>
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<group>
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<field name="x_fc_warranty_override_reason"
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placeholder="Reason if warranty status was overridden"/>
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<field name="x_fc_estimated_duration" widget="float_time"/>
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</group>
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</group>
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<separator string="Answers"/>
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<field name="x_fc_intake_answer_ids" readonly="1">
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<list>
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<field name="sequence" column_invisible="True"/>
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<field name="question_name"/>
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<field name="value_display"/>
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<field name="question_type" optional="hide"/>
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</list>
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</field>
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<separator string="Photos & Videos"/>
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<field name="x_fc_photo_ids" widget="many2many_binary"/>
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</page>
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<page string="Pricing" name="fusion_pricing" invisible="not x_fc_estimated_cost and not x_fc_actual_cost">
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<group>
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<group>
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<field name="x_fc_estimated_cost" widget="monetary"/>
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<field name="x_fc_actual_cost" widget="monetary"/>
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</group>
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<group>
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<field name="x_fc_cost_variance_pct" widget="float" digits="[16,2]"/>
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<field name="x_fc_requires_requote"/>
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<field name="company_currency_id" invisible="1"/>
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</group>
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</group>
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</page>
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<page string="AI Brief" name="fusion_ai" invisible="not x_fc_ai_summary">
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<field name="x_fc_ai_summary" readonly="1"/>
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</page>
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<page string="Margin" name="fusion_margin"
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groups="fusion_repairs.group_fusion_repairs_manager">
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<group>
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<group>
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<field name="x_fc_revenue" widget="monetary"/>
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<field name="x_fc_labour_cost" widget="monetary"/>
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<field name="x_fc_parts_cost" widget="monetary"/>
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</group>
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<group>
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<field name="x_fc_margin" widget="monetary"/>
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<field name="x_fc_margin_pct" widget="float" digits="[12,1]"/>
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<field name="company_currency_id" invisible="1"/>
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</group>
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</group>
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</page>
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<page string="Rush / Parts" name="fusion_rush_parts">
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<group>
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<group string="Rush Service">
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<field name="x_fc_rush_requested"/>
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<field name="x_fc_rush_tier"
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invisible="not x_fc_rush_requested"/>
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<field name="x_fc_rush_techs_required"
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invisible="not x_fc_rush_requested"/>
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<field name="x_fc_rush_surcharge"
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widget="monetary"
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readonly="1"
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invisible="not x_fc_rush_requested"/>
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<field name="x_fc_rush_acknowledged_at"
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readonly="1"
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invisible="not x_fc_rush_requested"/>
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<field name="x_fc_rush_acknowledged_by_id"
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readonly="1"
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invisible="not x_fc_rush_requested"/>
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</group>
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<group string="Awaiting Parts">
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<field name="x_fc_parts_awaiting" readonly="1"/>
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<field name="x_fc_parts_eta_date" readonly="1"
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invisible="not x_fc_parts_awaiting"/>
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<field name="x_fc_part_order_count" readonly="1"/>
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</group>
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</group>
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<field name="x_fc_part_order_ids" readonly="1">
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<list>
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<field name="name"/>
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<field name="description"/>
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<field name="oem_part_number"/>
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<field name="quantity"/>
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<field name="expected_date"/>
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<field name="received_date"/>
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<field name="state" widget="badge"/>
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</list>
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</field>
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</page>
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</xpath>
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</field>
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</record>
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<!-- ============================================================== -->
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<!-- Kanban: add urgency badge + intake source -->
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<!-- ============================================================== -->
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<record id="view_repair_order_kanban_inherit_fusion_repairs" model="ir.ui.view">
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<field name="name">repair.order.kanban.inherit.fusion_repairs</field>
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<field name="model">repair.order</field>
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<field name="inherit_id" ref="repair.view_repair_kanban"/>
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<field name="arch" type="xml">
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<xpath expr="//field[@name='partner_id']" position="after">
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<field name="x_fc_urgency"/>
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<field name="x_fc_third_party_equipment"/>
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</xpath>
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</field>
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</record>
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<!-- ============================================================== -->
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<!-- List: add urgency + source columns -->
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<!-- ============================================================== -->
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<record id="view_repair_order_list_inherit_fusion_repairs" model="ir.ui.view">
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<field name="name">repair.order.list.inherit.fusion_repairs</field>
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<field name="model">repair.order</field>
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<field name="inherit_id" ref="repair.view_repair_order_tree"/>
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<field name="arch" type="xml">
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<xpath expr="//field[@name='partner_id']" position="after">
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<field name="x_fc_urgency" widget="badge"
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decoration-success="x_fc_urgency == 'normal'"
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decoration-warning="x_fc_urgency == 'urgent'"
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decoration-danger="x_fc_urgency == 'safety'"
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optional="show"/>
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<field name="x_fc_intake_source" optional="hide"/>
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<field name="x_fc_third_party_equipment" optional="hide"/>
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</xpath>
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</field>
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</record>
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<!-- ============================================================== -->
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<!-- New Service Call action - opens the wizard as a modal -->
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<!-- ============================================================== -->
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<record id="action_open_repair_intake_wizard" model="ir.actions.act_window">
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<field name="name">New Service Call</field>
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<field name="res_model">fusion.repair.intake.wizard</field>
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<field name="view_mode">form</field>
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<field name="target">new</field>
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</record>
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<!-- ============================================================== -->
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<!-- Fusion Repairs Service Calls dashboard -->
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<!-- Branded kanban / list of repair.order filtered to repairs that -->
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<!-- came through one of the Fusion intake surfaces, with the -->
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<!-- New Service Call wizard wired into the header. -->
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<!-- ============================================================== -->
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<record id="view_fusion_repair_dashboard_kanban" model="ir.ui.view">
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<field name="name">repair.order.dashboard.fusion_repairs</field>
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<field name="model">repair.order</field>
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<field name="arch" type="xml">
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<kanban default_group_by="state"
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class="o_kanban_small_column o_kanban_repair_dashboard"
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sample="1">
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<field name="name"/>
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<field name="partner_id"/>
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<field name="state"/>
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<field name="x_fc_urgency"/>
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<field name="x_fc_third_party_equipment"/>
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<field name="x_fc_repair_category_id"/>
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<field name="x_fc_intake_source"/>
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<field name="x_fc_estimated_cost"/>
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<field name="company_currency_id"/>
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<field name="schedule_date"/>
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<templates>
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<t t-name="card">
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<div class="d-flex justify-content-between mb-2">
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<strong class="o_kanban_record_title">
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<field name="name"/>
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</strong>
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<span t-attf-class="badge {{ {'safety':'text-bg-danger','urgent':'text-bg-warning','normal':'text-bg-secondary'}[record.x_fc_urgency.raw_value] }}">
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<field name="x_fc_urgency"/>
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</span>
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</div>
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<div class="text-muted small mb-1">
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<i class="fa fa-user me-1"/>
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<field name="partner_id"/>
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</div>
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<div class="text-muted small mb-1" t-if="record.x_fc_repair_category_id.raw_value">
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<i class="fa fa-wrench me-1"/>
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<field name="x_fc_repair_category_id"/>
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</div>
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<div class="text-muted small mb-1" t-if="record.schedule_date.raw_value">
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<i class="fa fa-calendar me-1"/>
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<field name="schedule_date" widget="date"/>
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</div>
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<div class="d-flex justify-content-between mt-2">
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<span class="small text-muted">
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<field name="x_fc_intake_source"/>
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</span>
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<span t-if="record.x_fc_third_party_equipment.raw_value"
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class="badge text-bg-warning small">3rd-party</span>
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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_fusion_repair_dashboard_search" model="ir.ui.view">
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<field name="name">repair.order.search.fusion_repairs</field>
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<field name="model">repair.order</field>
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<field name="arch" type="xml">
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<search string="Service Calls">
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<field name="name"/>
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<field name="partner_id"/>
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<field name="x_fc_repair_category_id"/>
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<filter string="Today" name="today"
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domain="[('create_date', '>=', datetime.datetime.combine(context_today(), datetime.time(0,0,0)))]"/>
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<filter string="This Week" name="week"
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domain="[('create_date', '>=', datetime.datetime.combine(context_today() - datetime.timedelta(days=7), datetime.time(0,0,0)))]"/>
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<separator/>
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<filter string="Safety" name="safety"
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domain="[('x_fc_urgency', '=', 'safety')]"/>
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<filter string="Urgent" name="urgent"
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domain="[('x_fc_urgency', '=', 'urgent')]"/>
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<filter string="Third-Party" name="thirdparty"
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domain="[('x_fc_third_party_equipment', '=', True)]"/>
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<filter string="Quote Only" name="quote_only"
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domain="[('x_fc_is_quote_only', '=', True)]"/>
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<filter string="Rush / Emergency" name="rush"
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domain="[('x_fc_rush_requested', '=', True)]"/>
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<filter string="Awaiting Parts" name="awaiting_parts"
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domain="[('x_fc_parts_awaiting', '=', True)]"/>
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<separator/>
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<filter string="From Backend Wizard" name="src_backend"
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domain="[('x_fc_intake_source', '=', 'backend_wizard')]"/>
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<filter string="From Sales Rep Portal" name="src_salesrep"
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domain="[('x_fc_intake_source', '=', 'sales_rep_portal')]"/>
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<filter string="From Client Portal" name="src_client"
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domain="[('x_fc_intake_source', '=', 'client_portal')]"/>
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<separator/>
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<filter string="Open (not closed)" name="open"
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domain="[('state', 'not in', ('done', 'cancel'))]"/>
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<group>
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<filter string="Status" name="group_state" context="{'group_by': 'state'}"/>
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<filter string="Urgency" name="group_urgency" context="{'group_by': 'x_fc_urgency'}"/>
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<filter string="Category" name="group_category" context="{'group_by': 'x_fc_repair_category_id'}"/>
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<filter string="Intake Source" name="group_source" context="{'group_by': 'x_fc_intake_source'}"/>
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</group>
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</search>
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</field>
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</record>
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<record id="action_fusion_repair_dashboard" model="ir.actions.act_window">
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<field name="name">Service Calls</field>
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<field name="res_model">repair.order</field>
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<field name="view_mode">kanban,list,form</field>
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<field name="search_view_id" ref="view_fusion_repair_dashboard_search"/>
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<field name="context">{'search_default_open': 1}</field>
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<field name="help" type="html">
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<p class="o_view_nocontent_smiling_face">No service calls yet</p>
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<p>
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Click <strong>New</strong> in the top-left to open the guided
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intake wizard. The form will walk you through caller info,
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equipment selection, the issue, urgency and photos.
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</p>
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</field>
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</record>
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<record id="action_fusion_repair_dashboard_kanban" model="ir.actions.act_window.view">
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<field name="sequence" eval="1"/>
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<field name="view_mode">kanban</field>
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<field name="view_id" ref="view_fusion_repair_dashboard_kanban"/>
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<field name="act_window_id" ref="action_fusion_repair_dashboard"/>
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</record>
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|
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</odoo>
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