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>
395 lines
14 KiB
Python
395 lines
14 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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"""Troubleshooting flowchart designer-time models.
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Three models cooperate:
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fusion.repair.flowchart one chart per (category, symptom)
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-> fusion.repair.flowchart.node one row per visual node
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-> fusion.repair.flowchart.edge directed edges between nodes
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The full visual layout (positions, drawflow internal state) is also serialised
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to flowchart.canvas_layout as JSON so the Drawflow designer round-trips
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without needing per-node x/y stored separately. The structured node/edge
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records exist for queries (e.g. "show me all flowcharts that mention 'control
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board' in any node"), reporting, runtime traversal, and so that the runner can
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operate without parsing the canvas JSON.
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"""
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import json
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import logging
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from odoo import _, api, fields, models
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from odoo.exceptions import UserError, ValidationError
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_logger = logging.getLogger(__name__)
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NODE_TYPES = [
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('question', 'Question'),
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('suggestion', 'Suggestion'),
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('info', 'Info'),
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('outcome', 'Outcome'),
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]
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OUTCOME_KINDS = [
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('resolved', 'Resolved on Call'),
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('escalate', 'Escalate to Technician'),
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('order_part', 'Order Part'),
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]
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class FusionRepairFlowchart(models.Model):
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_name = 'fusion.repair.flowchart'
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_inherit = ['mail.thread']
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_description = 'Repair Troubleshooting Flowchart'
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_order = 'category_id, symptom_class_id, name'
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name = fields.Char(required=True, translate=True, tracking=True)
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category_id = fields.Many2one(
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'fusion.repair.product.category',
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string='Equipment Category',
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required=True,
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index=True,
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ondelete='cascade',
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tracking=True,
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)
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symptom_class_id = fields.Many2one(
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'fusion.repair.symptom.class',
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string='Symptom',
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required=True,
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index=True,
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ondelete='cascade',
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domain="[('category_id', '=', category_id)]",
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tracking=True,
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)
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description = fields.Html(translate=True)
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active = fields.Boolean(default=True, tracking=True)
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published = fields.Boolean(
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default=False,
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tracking=True,
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help='Only published flowcharts are offered to CS during intake. Draft '
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'charts are visible to admins for editing but never run.',
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)
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version = fields.Integer(
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default=1,
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readonly=True,
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copy=False,
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help='Bumped on every save in the designer; lets us snapshot which '
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'version a flowchart.run was based on.',
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)
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canvas_layout = fields.Text(
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string='Designer State',
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help='Drawflow JSON for the visual designer canvas - positions, zoom, '
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'connection curves. Round-tripped by the designer UI.',
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)
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node_ids = fields.One2many('fusion.repair.flowchart.node', 'flowchart_id')
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edge_ids = fields.One2many('fusion.repair.flowchart.edge', 'flowchart_id')
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node_count = fields.Integer(compute='_compute_counts')
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edge_count = fields.Integer(compute='_compute_counts')
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start_node_id = fields.Many2one(
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'fusion.repair.flowchart.node',
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string='Start Node',
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compute='_compute_start_node',
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store=True,
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help='Auto-computed - whichever node has is_start=True. Validation '
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'enforces exactly one.',
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)
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company_id = fields.Many2one(
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'res.company',
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default=lambda self: self.env.company,
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)
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_active_per_pair_unique = models.Constraint(
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# NULLs treated as distinct so multiple draft (active=False) charts
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# can coexist; only one active+published chart per pair is the
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# business rule we care about - enforced via Python below.
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'unique(category_id, symptom_class_id, company_id, published)',
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'Only one published flowchart per (category, symptom) per company. '
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'Unpublish or duplicate before publishing another.',
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)
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@api.depends('node_ids', 'edge_ids')
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def _compute_counts(self):
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for r in self:
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r.node_count = len(r.node_ids)
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r.edge_count = len(r.edge_ids)
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@api.depends('node_ids.is_start')
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def _compute_start_node(self):
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for r in self:
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r.start_node_id = r.node_ids.filtered(lambda n: n.is_start)[:1]
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# ------------------------------------------------------------------
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# ACTIONS
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# ------------------------------------------------------------------
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def action_open_designer(self):
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"""Open the OWL Drawflow designer as a client action."""
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self.ensure_one()
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return {
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'type': 'ir.actions.client',
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'tag': 'fusion_repair_flowchart_designer',
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'name': _('Flowchart Designer - %s') % self.name,
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'params': {'flowchart_id': self.id},
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}
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def action_publish(self):
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for r in self:
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r._validate_publishable()
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r.published = True
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r.message_post(body=_('Flowchart published. CS will now see it for '
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'new intakes on this (category, symptom).'))
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def action_unpublish(self):
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for r in self:
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r.published = False
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def action_duplicate_as_draft(self):
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self.ensure_one()
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copy = self.copy({
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'name': _('%s (copy)') % self.name,
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'published': False,
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'version': 1,
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})
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return {
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'type': 'ir.actions.act_window',
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'name': copy.name,
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'res_model': self._name,
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'view_mode': 'form',
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'res_id': copy.id,
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}
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# ------------------------------------------------------------------
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# VALIDATION
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# ------------------------------------------------------------------
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def _validate_publishable(self):
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for r in self:
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starts = r.node_ids.filtered(lambda n: n.is_start)
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if len(starts) != 1:
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raise ValidationError(_(
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'Flowchart "%s" must have exactly one start node '
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'(found %d). Edit in the designer and try again.'
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) % (r.name, len(starts)))
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# Every non-outcome node should have at least one outgoing edge.
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for n in r.node_ids:
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if n.node_type != 'outcome' and not r.edge_ids.filtered(
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lambda e: e.source_node_id == n
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):
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raise ValidationError(_(
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'Node "%s" is not an outcome but has no outgoing edges. '
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'Connect it to the next step or change its type to '
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'Outcome.'
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) % n.name)
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# ------------------------------------------------------------------
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# DESIGNER RPC API (called from the OWL component)
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# ------------------------------------------------------------------
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@api.model
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def designer_load(self, flowchart_id):
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"""Return everything the designer needs to render this chart."""
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chart = self.browse(flowchart_id).exists()
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if not chart:
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raise UserError(_('Flowchart not found.'))
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return {
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'id': chart.id,
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'name': chart.name,
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'category_id': chart.category_id.id,
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'category_name': chart.category_id.name,
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'symptom_class_id': chart.symptom_class_id.id,
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'symptom_name': chart.symptom_class_id.name,
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'published': chart.published,
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'version': chart.version,
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'canvas_layout': chart.canvas_layout or '',
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'nodes': [n._designer_dict() for n in chart.node_ids],
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'edges': [e._designer_dict() for e in chart.edge_ids],
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}
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def designer_save(self, payload):
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"""Replace the chart's nodes + edges with the designer's snapshot.
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payload = {
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'canvas_layout': '<drawflow json string>',
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'nodes': [{'client_id': str, 'name': ..., 'node_type': ...,
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'content_html': ..., 'media_ids': [int],
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'is_start': bool, 'outcome_kind': ...,
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'canvas_x': int, 'canvas_y': int}, ...],
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'edges': [{'source_client_id': str, 'target_client_id': str,
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'label': str, 'sequence': int}, ...],
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}
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Returns the saved chart (designer_load shape).
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"""
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self.ensure_one()
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# Atomic replace - simplest and safest. Edges depend on nodes so
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# delete edges first.
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self.edge_ids.unlink()
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self.node_ids.unlink()
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client_to_db = {}
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Node = self.env['fusion.repair.flowchart.node'].sudo()
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for nd in payload.get('nodes', []):
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rec = Node.create({
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'flowchart_id': self.id,
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'name': nd.get('name') or _('Untitled'),
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'node_type': nd.get('node_type') or 'question',
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'content_html': nd.get('content_html') or False,
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'is_start': bool(nd.get('is_start')),
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'outcome_kind': nd.get('outcome_kind') or False,
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'canvas_x': int(nd.get('canvas_x') or 0),
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'canvas_y': int(nd.get('canvas_y') or 0),
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'media_ids': [(6, 0, nd.get('media_ids') or [])],
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})
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client_to_db[nd.get('client_id')] = rec.id
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Edge = self.env['fusion.repair.flowchart.edge'].sudo()
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for ed in payload.get('edges', []):
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src = client_to_db.get(ed.get('source_client_id'))
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tgt = client_to_db.get(ed.get('target_client_id'))
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if not src or not tgt:
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_logger.warning(
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'Skipping edge with unknown client ids: %s -> %s',
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ed.get('source_client_id'), ed.get('target_client_id'),
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)
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continue
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Edge.create({
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'flowchart_id': self.id,
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'source_node_id': src,
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'target_node_id': tgt,
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'label': ed.get('label') or '',
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'sequence': int(ed.get('sequence') or 10),
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})
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self.write({
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'canvas_layout': payload.get('canvas_layout') or '',
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'version': self.version + 1,
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})
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# Soft-validate (don't raise) - the designer can publish later.
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try:
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self._validate_publishable()
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except ValidationError as e:
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_logger.info('Saved chart %s but it is not yet publishable: %s',
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self.name, e)
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return self.designer_load(self.id)
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class FusionRepairFlowchartNode(models.Model):
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_name = 'fusion.repair.flowchart.node'
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_description = 'Flowchart Node'
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_order = 'flowchart_id, sequence, id'
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flowchart_id = fields.Many2one(
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'fusion.repair.flowchart',
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required=True,
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ondelete='cascade',
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index=True,
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)
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name = fields.Char(required=True, translate=True)
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sequence = fields.Integer(default=10)
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node_type = fields.Selection(
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NODE_TYPES, default='question', required=True,
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)
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content_html = fields.Html(
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translate=True,
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sanitize=True,
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sanitize_overridable=True,
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help='Rich text shown to CS when this node is the current step. '
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'Photos / videos go in media_ids instead.',
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)
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media_ids = fields.Many2many(
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'ir.attachment',
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'fusion_repair_flowchart_node_media_rel',
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'node_id', 'attachment_id',
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string='Media',
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help='Photos and short videos that illustrate this step.',
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)
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is_start = fields.Boolean(
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string='Start',
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help='Exactly one node per flowchart must be the start.',
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)
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outcome_kind = fields.Selection(
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OUTCOME_KINDS,
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string='Outcome Kind',
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help='Required when node_type is Outcome - determines what happens '
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'when the run reaches this node.',
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)
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# Designer-only - persisted for round-trip but not used by the runtime.
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canvas_x = fields.Integer(default=0)
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canvas_y = fields.Integer(default=0)
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outgoing_edge_ids = fields.One2many(
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'fusion.repair.flowchart.edge', 'source_node_id',
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string='Outgoing Edges',
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)
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incoming_edge_ids = fields.One2many(
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'fusion.repair.flowchart.edge', 'target_node_id',
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string='Incoming Edges',
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)
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|
|
def _designer_dict(self):
|
|
self.ensure_one()
|
|
return {
|
|
'id': self.id,
|
|
'name': self.name,
|
|
'node_type': self.node_type,
|
|
'content_html': self.content_html or '',
|
|
'is_start': self.is_start,
|
|
'outcome_kind': self.outcome_kind or '',
|
|
'canvas_x': self.canvas_x,
|
|
'canvas_y': self.canvas_y,
|
|
'media_ids': self.media_ids.ids,
|
|
'media': [{
|
|
'id': a.id,
|
|
'name': a.name,
|
|
'mimetype': a.mimetype,
|
|
'url': f'/web/image/{a.id}',
|
|
} for a in self.media_ids],
|
|
}
|
|
|
|
|
|
class FusionRepairFlowchartEdge(models.Model):
|
|
_name = 'fusion.repair.flowchart.edge'
|
|
_description = 'Flowchart Edge'
|
|
_order = 'source_node_id, sequence, id'
|
|
|
|
flowchart_id = fields.Many2one(
|
|
'fusion.repair.flowchart',
|
|
required=True,
|
|
ondelete='cascade',
|
|
index=True,
|
|
)
|
|
source_node_id = fields.Many2one(
|
|
'fusion.repair.flowchart.node',
|
|
required=True,
|
|
ondelete='cascade',
|
|
index=True,
|
|
)
|
|
target_node_id = fields.Many2one(
|
|
'fusion.repair.flowchart.node',
|
|
required=True,
|
|
ondelete='cascade',
|
|
index=True,
|
|
)
|
|
label = fields.Char(
|
|
translate=True,
|
|
help='Shown on the button in the runner ("Yes", "No", '
|
|
'"Wheel turns freely"...).',
|
|
)
|
|
sequence = fields.Integer(default=10)
|
|
|
|
def _designer_dict(self):
|
|
self.ensure_one()
|
|
return {
|
|
'id': self.id,
|
|
'source_node_id': self.source_node_id.id,
|
|
'target_node_id': self.target_node_id.id,
|
|
'label': self.label or '',
|
|
'sequence': self.sequence,
|
|
}
|