feat(fusion_repairs): maintenance foundation - policy + priced auto-contracts on sale (Plan 1)

Plan 1 of fusion_maintenance, verified on the Westin Enterprise sandbox (westin-fr-test) via odoo shell. Maintenance policy (enabled/interval/flat fee/service product) on the equipment category + per-product fee override; contract gains fee/source/serial/policy/currency; fixed the dead _spawn_maintenance_contracts and wired it into the existing action_confirm (delivery-date anchor w/ fallback, two-regime serial dedup, fee resolution product->category); reminder email shows the flat fee; category form exposes the policy. Verified: trigger creates 1 priced contract (fee 149, next_due commitment+6mo, source=sale); idempotent on re-confirm; product override beats category; no contract when category not maintainable; fee renders as $149.00. v19.0.2.3.0.

NOTE: mail_template_data.xml is noupdate=1 -> the fee line loads on fresh install (the prod deploy) but NOT on -u of an already-installed system. The Westin prod-config test container (workers + log_level=warn) does not run --test-enable post_install tests (a pre-existing module load issue under the test phase), so behaviour was verified by odoo shell instead.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

fusion_repairs/models/maintenance_contract.py

@@ -80,6 +80,26 @@ class FusionRepairMaintenanceContract(models.Model):
         'res.company', default=lambda self: self.env.company,
     )
 
+    currency_id = fields.Many2one(
+        'res.currency', default=lambda self: self.env.company.currency_id,
+    )
+    x_fc_maintenance_fee = fields.Monetary(
+        string='Maintenance Fee', currency_field='currency_id',
+        help='Flat fee shown to the client for this maintenance visit.',
+    )
+    x_fc_source = fields.Selection(
+        [('sale', 'New Sale'), ('backfill', 'Backfill'),
+         ('claims', 'Claims Bridge'), ('manual', 'Manual')],
+        string='Source', default='manual', index=True,
+    )
+    x_fc_source_sale_line_id = fields.Many2one(
+        'sale.order.line', string='Source Sale Line', index=True, copy=False,
+    )
+    x_fc_device_serial = fields.Char(string='Serial (text)', index=True, copy=False)
+    x_fc_policy_category_id = fields.Many2one(
+        'fusion.repair.product.category', string='Maintenance Policy',
+    )
+
     _booking_token_unique = models.Constraint(
         'unique(booking_token)',
         'Booking token must be unique.',
@@ -195,11 +215,18 @@ class FusionRepairMaintenanceContract(models.Model):
 class SaleOrder(models.Model):
     _inherit = 'sale.order'
 
+    def _fc_maintenance_anchor_date(self, line):
+        """Best-available delivery anchor: commitment_date -> date_order -> today.
+        (Non-ADP / lift units lack a delivery date; this fallback chain handles them.)"""
+        so = line.order_id
+        anchor = so.commitment_date or so.date_order
+        return fields.Date.to_date(anchor) if anchor else fields.Date.context_today(self)
+
     def _spawn_maintenance_contracts(self):
-        """Create maintenance contracts for any delivered SO line whose
-        product has x_fc_maintenance_interval_months > 0."""
+        """Create a priced maintenance contract per maintainable unit on a confirmed SO.
+        Policy = product interval override, else the product's category policy.
+        Idempotent: by serial when captured, else by source sale line."""
         Contract = self.env['fusion.repair.maintenance.contract'].sudo()
-        today = fields.Date.context_today(self)
         for so in self:
             if so.state not in ('sale', 'done'):
                 continue
@@ -207,21 +234,42 @@ class SaleOrder(models.Model):
                 product = line.product_id
                 if not product:
                     continue
-                interval = product.product_tmpl_id.x_fc_maintenance_interval_months or 0
-                if interval <= 0:
+                tmpl = product.product_tmpl_id
+                category = tmpl.x_fc_repair_category_id
+                product_interval = tmpl.x_fc_maintenance_interval_months or 0
+                cat_enabled = bool(category) and category.x_fc_maintenance_enabled
+                interval = product_interval or (
+                    category.x_fc_maintenance_interval_months if cat_enabled else 0)
+                if interval <= 0 or not (product_interval > 0 or cat_enabled):
                     continue
-                existing = Contract.search([
-                    ('partner_id', '=', so.partner_id.id),
-                    ('product_id', '=', product.id),
-                    ('original_sale_order_id', '=', so.id),
-                ], limit=1)
-                if existing:
+                fee = tmpl.x_fc_maintenance_fee or (
+                    category.x_fc_maintenance_fee if category else 0.0)
+                # Capture serial only if fusion_claims' line field is present.
+                serial = ''
+                if 'x_fc_serial_number' in line._fields:
+                    serial = (line.x_fc_serial_number or '').strip()
+                # Idempotency: serial regime vs source-line regime (spec 6.2).
+                if serial:
+                    dedup = [('state', '=', 'active'), ('x_fc_device_serial', '=', serial)]
+                else:
+                    dedup = [('state', '=', 'active'),
+                             ('x_fc_source_sale_line_id', '=', line.id)]
+                if Contract.search_count(dedup):
                     continue
-                Contract.create({
-                    'partner_id': so.partner_id.id,
-                    'product_id': product.id,
-                    'original_sale_order_id': so.id,
-                    'interval_months': interval,
-                    'next_due_date': today + relativedelta(months=interval),
-                    'state': 'active',
-                })
+                anchor = so._fc_maintenance_anchor_date(line)
+                # One contract per serialized unit; without a serial, per quantity.
+                count = 1 if serial else max(int(line.product_uom_qty or 1), 1)
+                for _i in range(count):
+                    Contract.create({
+                        'partner_id': so.partner_id.id,
+                        'product_id': product.id,
+                        'original_sale_order_id': so.id,
+                        'x_fc_source_sale_line_id': line.id,
+                        'x_fc_source': 'sale',
+                        'x_fc_device_serial': serial,
+                        'x_fc_policy_category_id': category.id if category else False,
+                        'interval_months': interval,
+                        'x_fc_maintenance_fee': fee,
+                        'next_due_date': anchor + relativedelta(months=interval),
+                        'state': 'active',
+                    })

fusion_repairs/models/product_template.py

@@ -26,6 +26,10 @@ class ProductTemplate(models.Model):
         help='If > 0, delivering a unit of this product auto-creates a maintenance contract '
              'with this recurring interval. Phase 3 feature.',
     )
+    x_fc_maintenance_fee = fields.Monetary(
+        string='Maintenance Fee (override)', currency_field='currency_id',
+        help='Per-product override of the category maintenance fee. 0 = use the category fee.',
+    )
     x_fc_intake_template_id = fields.Many2one(
         'fusion.repair.intake.template',
         string='Intake Template Override',

fusion_repairs/models/repair_product_category.py

@@ -53,6 +53,31 @@ class FusionRepairProductCategory(models.Model):
         help='Default intake question set shown when this category is selected.',
     )
 
+    # ── Maintenance policy (per equipment type) ──────────────────────────
+    x_fc_maintenance_enabled = fields.Boolean(
+        string='Offer Maintenance',
+        help='If set, units in this category are enrolled in recurring preventive '
+             'maintenance on sale (and via the backfill wizard).',
+    )
+    x_fc_maintenance_interval_months = fields.Integer(
+        string='Maintenance Interval (Months)', default=6,
+        help='Default months between preventive maintenance visits for this category. '
+             'Overridden by the product field of the same name when that is > 0.',
+    )
+    currency_id = fields.Many2one(
+        'res.currency', string='Currency',
+        default=lambda self: self.env.company.currency_id,
+    )
+    x_fc_maintenance_fee = fields.Monetary(
+        string='Maintenance Fee', currency_field='currency_id',
+        help='Flat fee shown to the client for a maintenance visit of this equipment type.',
+    )
+    x_fc_maintenance_service_product_id = fields.Many2one(
+        'product.product', string='Maintenance Service Product',
+        help='Optional product used when drafting the priced visit line (Plan 2). '
+             'Falls back to a generic visit product.',
+    )
+
     _code_unique = models.Constraint(
         'unique(code)',
         'Category code must be unique.',

fusion_repairs/models/repair_service_plan.py

@@ -247,6 +247,7 @@ class SaleOrder(models.Model):
         # Bundle 9: spawn store labor warranties for any product line with
         # x_fc_labor_warranty_years > 0.
         self._fc_spawn_labor_warranties()
+        self._spawn_maintenance_contracts()
         return res
 
     def _fc_spawn_labor_warranties(self):