feat(fusion_repairs): Phase 1 MVP - backend intake wizard + core models
Scaffolds the fusion_repairs module that extends Odoo 19 repair.order with a guided medical-equipment intake workflow. Models - fusion.repair.product.category (8 medical equipment categories seeded) - fusion.repair.intake.template / .question / .answer (7 templates, 32 questions seeded across hospital bed, stairlift, porch lift, wheelchair, walker/rollator, mattress) - fusion.repair.intake.service (AbstractModel) - single entry point used by backend wizard, sales rep portal, and public client portal so all three surfaces produce identical outcomes - repair.order extensions (x_fc_intake_*, x_fc_third_party_equipment, x_fc_photo_ids, x_fc_urgency, x_fc_estimated/actual_cost, AI summary) - fusion.technician.task back-link (x_fc_repair_order_id) - res.partner service preferences (preferred tech, time window, access notes) - res.users repair extensions (skills, cost rate, on-call rotation fields) - res.config.settings for variance thresholds, portal URL, rate limit UI - Backend intake wizard with multi-equipment loop, third-party flag, photos - repair.order form: Intake tab, Photos, Pricing tab, AI tab, smart buttons (technician tasks, intake answers, original SO) - Kanban + list view urgency badges - Fusion Repairs app menu (New Service Call, Repair Orders, Config) Activities & Email - 4 follow-up activity types (CS callback, tech dispatch, visit follow-up, manager review) with urgency-tiered deadlines - 2 mail templates (client confirmation + office notification) with the same dark/light-safe styling as fusion_claims ADP templates Security - New res.groups.privilege + 3 groups (User, Dispatcher, Manager) - Reuses fusion_tasks.group_field_technician (do NOT recreate) - Reuses fusion_authorizer_portal.group_sales_rep_portal - Multi-company global rule + technician scoping rule on repair.order Verified end-to-end on local westin-v19 dev DB via odoo-shell - creates multiple repairs in one session, auto-creates dispatch task for urgent, attaches 4 activity types correctly per urgency tier and third-party flag. Co-authored-by: Cursor <cursoragent@cursor.com>
This commit is contained in:
gsinghpal
281
fusion_repairs/models/repair_order.py
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281
fusion_repairs/models/repair_order.py
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# -*- 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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from datetime import timedelta
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from odoo import api, fields, models, _
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INTAKE_SOURCES = [
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('backend_wizard', 'Backend Wizard (CS)'),
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('sales_rep_portal', 'Sales Rep Portal'),
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('client_portal', 'Client Self-Service'),
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('manual', 'Manual / Other'),
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]
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URGENCY_LEVELS = [
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('normal', 'Normal'),
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('urgent', 'Urgent'),
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('safety', 'Safety Issue'),
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]
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class RepairOrder(models.Model):
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"""Extend Odoo Repairs with intake context, dispatch link, warranty
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determination, and pricing variance tracking for Fusion Repairs."""
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_inherit = 'repair.order'
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# ------------------------------------------------------------------
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# INTAKE METADATA
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# ------------------------------------------------------------------
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x_fc_intake_source = fields.Selection(
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INTAKE_SOURCES,
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string='Intake Source',
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default='manual',
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tracking=True,
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help='Which intake surface created this repair (backend CS wizard, '
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'sales rep portal, public client portal, or manual entry).',
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)
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x_fc_intake_user_id = fields.Many2one(
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'res.users',
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string='Intake By',
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tracking=True,
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index=True,
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help='User who took the call / submitted the intake. For client portal, '
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'this is the OdooBot or admin user.',
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)
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x_fc_intake_session_id = fields.Char(
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string='Intake Session',
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index=True,
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copy=False,
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help='Reference shared by multiple repair orders created during the same call.',
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)
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x_fc_intake_template_id = fields.Many2one(
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'fusion.repair.intake.template',
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string='Intake Template',
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help='Question template used during intake.',
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)
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x_fc_intake_answer_ids = fields.One2many(
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'fusion.repair.intake.answer',
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'repair_id',
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string='Intake Answers',
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)
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x_fc_intake_answer_count = fields.Integer(
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compute='_compute_intake_answer_count',
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)
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# ------------------------------------------------------------------
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# EQUIPMENT / WARRANTY
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# ------------------------------------------------------------------
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x_fc_repair_category_id = fields.Many2one(
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'fusion.repair.product.category',
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string='Equipment Category',
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tracking=True,
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index=True,
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help='Medical equipment category - drives intake template and tech skills filter.',
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)
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x_fc_third_party_equipment = fields.Boolean(
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string='Third-Party Equipment',
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tracking=True,
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help='True if the equipment was not sold by us. Forces under_warranty=False '
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'and typically triggers a service call-out fee.',
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)
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x_fc_original_sale_order_id = fields.Many2one(
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'sale.order',
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string='Original Purchase SO',
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tracking=True,
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index=True,
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help='Sale order through which the customer originally purchased this unit. '
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'Auto-matched on intake by partner + lot/serial.',
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)
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x_fc_warranty_override_reason = fields.Char(
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string='Warranty Override Reason',
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help='Required when CS overrides the auto-detected warranty status.',
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)
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# ------------------------------------------------------------------
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# TRIAGE / URGENCY
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# ------------------------------------------------------------------
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x_fc_urgency = fields.Selection(
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URGENCY_LEVELS,
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string='Urgency',
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default='normal',
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tracking=True,
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index=True,
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)
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x_fc_issue_category = fields.Char(
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string='Issue Category',
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help='Symptom classification (e.g. "battery", "motor", "remote"). Used by '
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'service catalogue matcher and AI prompt context.',
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)
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# ------------------------------------------------------------------
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# PHOTOS
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# ------------------------------------------------------------------
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x_fc_photo_ids = fields.Many2many(
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'ir.attachment',
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'fusion_repair_order_photo_rel',
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'repair_id',
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'attachment_id',
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string='Intake Photos / Videos',
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help='Photos and videos uploaded during intake.',
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)
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x_fc_photo_count = fields.Integer(
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compute='_compute_photo_count',
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)
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# ------------------------------------------------------------------
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# PRICING (estimate vs actual - Phase 2 reconciliation)
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# ------------------------------------------------------------------
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x_fc_estimated_duration = fields.Float(
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string='Estimated Duration (h)',
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help='Estimated visit duration from service catalogue, used to size technician slot.',
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)
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x_fc_estimated_cost = fields.Monetary(
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string='Estimated Cost',
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currency_field='company_currency_id',
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help='Estimated total from catalogue match at intake (pre-visit).',
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)
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x_fc_actual_cost = fields.Monetary(
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string='Actual Cost',
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currency_field='company_currency_id',
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help='Actual total recorded from the visit report (post-visit).',
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)
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x_fc_cost_variance_pct = fields.Float(
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string='Cost Variance %',
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compute='_compute_cost_variance',
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store=True,
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help='(actual - estimated) / estimated * 100',
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)
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x_fc_requires_requote = fields.Boolean(
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string='Requires Re-Quote',
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help='Set when actual cost exceeds estimate beyond the configured threshold; '
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'blocks automatic invoicing until manager approves or client re-confirms.',
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)
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company_currency_id = fields.Many2one(
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'res.currency',
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related='company_id.currency_id',
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readonly=True,
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)
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# ------------------------------------------------------------------
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# FIELD SERVICE LINK
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# ------------------------------------------------------------------
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x_fc_technician_task_ids = fields.One2many(
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'fusion.technician.task',
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'x_fc_repair_order_id',
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string='Technician Tasks',
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)
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x_fc_technician_task_count = fields.Integer(
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compute='_compute_technician_task_count',
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)
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# ------------------------------------------------------------------
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# AI SUMMARY (Phase 2)
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# ------------------------------------------------------------------
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x_fc_ai_summary = fields.Text(
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string='AI Pre-Visit Brief',
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help='AI-generated short brief for the technician based on intake answers. '
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'Optional - never blocks intake submit.',
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)
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# ------------------------------------------------------------------
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# COMPUTES
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# ------------------------------------------------------------------
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@api.depends('x_fc_intake_answer_ids')
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def _compute_intake_answer_count(self):
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for repair in self:
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repair.x_fc_intake_answer_count = len(repair.x_fc_intake_answer_ids)
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@api.depends('x_fc_photo_ids')
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def _compute_photo_count(self):
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for repair in self:
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repair.x_fc_photo_count = len(repair.x_fc_photo_ids)
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@api.depends('x_fc_technician_task_ids')
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def _compute_technician_task_count(self):
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for repair in self:
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repair.x_fc_technician_task_count = len(repair.x_fc_technician_task_ids)
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@api.depends('x_fc_estimated_cost', 'x_fc_actual_cost')
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def _compute_cost_variance(self):
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for repair in self:
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if repair.x_fc_estimated_cost:
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repair.x_fc_cost_variance_pct = (
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(repair.x_fc_actual_cost - repair.x_fc_estimated_cost)
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/ repair.x_fc_estimated_cost * 100
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)
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else:
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repair.x_fc_cost_variance_pct = 0.0
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# ------------------------------------------------------------------
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# WARRANTY DETERMINATION
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# ------------------------------------------------------------------
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def _fc_compute_warranty_status(self):
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"""Auto-detect warranty: not third-party AND within warranty window."""
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self.ensure_one()
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if self.x_fc_third_party_equipment:
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return False
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if not self.x_fc_original_sale_order_id:
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return False
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original = self.x_fc_original_sale_order_id
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delivery_date = original.commitment_date or original.date_order
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if not delivery_date:
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return False
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warranty_months = (
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self.product_id.product_tmpl_id.x_fc_warranty_months
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if self.product_id else 0
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)
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if not warranty_months:
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return False
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# Datetime + months: use simple 30-day approximation per month for now.
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cutoff = fields.Datetime.from_string(str(delivery_date)) + timedelta(days=warranty_months * 30)
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return fields.Datetime.now() <= cutoff
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# ------------------------------------------------------------------
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# SMART BUTTONS
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# ------------------------------------------------------------------
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def action_view_intake_answers(self):
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self.ensure_one()
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return {
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'type': 'ir.actions.act_window',
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'name': _('Intake Answers'),
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'res_model': 'fusion.repair.intake.answer',
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'view_mode': 'list,form',
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'domain': [('repair_id', '=', self.id)],
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'context': {'default_repair_id': self.id},
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}
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def action_view_technician_tasks(self):
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self.ensure_one()
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if len(self.x_fc_technician_task_ids) == 1:
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return {
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'type': 'ir.actions.act_window',
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'name': self.x_fc_technician_task_ids.name,
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'res_model': 'fusion.technician.task',
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'view_mode': 'form',
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'res_id': self.x_fc_technician_task_ids.id,
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}
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return {
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'type': 'ir.actions.act_window',
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'name': _('Technician Tasks'),
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'res_model': 'fusion.technician.task',
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'view_mode': 'list,form',
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'domain': [('x_fc_repair_order_id', '=', self.id)],
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'context': {'default_x_fc_repair_order_id': self.id},
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}
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def action_view_original_sale_order(self):
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self.ensure_one()
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if not self.x_fc_original_sale_order_id:
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return False
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return {
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'type': 'ir.actions.act_window',
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'name': self.x_fc_original_sale_order_id.name,
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'res_model': 'sale.order',
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'view_mode': 'form',
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'res_id': self.x_fc_original_sale_order_id.id,
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}
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