admin/Odoo-Modules
1
0
Fork 0
Code Issues Pull Requests Actions Packages Projects Releases Wiki Activity

Initial commit

Browse Source
This commit is contained in:
gsinghpal
2026-02-22 01:22:18 -05:00
commit 5200d5baf0
2394 changed files with 386834 additions and 0 deletions
Download Patch File Download Diff File Expand all files Collapse all files

799
fusion_claims/models/fusion_loaner_checkout.py Normal file
View File

@@ -0,0 +1,799 @@
# -*- coding: utf-8 -*-
# Copyright 2024-2026 Nexa Systems Inc.
# License OPL-1 (Odoo Proprietary License v1.0)
from odoo import models, fields, api, _
from odoo.exceptions import UserError, ValidationError
from markupsafe import Markup
from datetime import timedelta
import logging
_logger = logging.getLogger(__name__)
class FusionLoanerCheckout(models.Model):
"""Track loaner equipment checkouts and returns."""
_name = 'fusion.loaner.checkout'
_description = 'Loaner Equipment Checkout'
_order = 'checkout_date desc, id desc'
_inherit = ['mail.thread', 'mail.activity.mixin', 'fusion.email.builder.mixin']
# =========================================================================
# REFERENCE FIELDS
# =========================================================================
name = fields.Char(
string='Reference',
required=True,
copy=False,
readonly=True,
default=lambda self: _('New'),
)
sale_order_id = fields.Many2one(
'sale.order',
string='Sale Order',
ondelete='set null',
tracking=True,
)
partner_id = fields.Many2one(
'res.partner',
string='Client',
required=True,
tracking=True,
)
authorizer_id = fields.Many2one(
'res.partner',
string='Authorizer',
help='Therapist/Authorizer associated with this loaner',
)
sales_rep_id = fields.Many2one(
'res.users',
string='Sales Rep',
default=lambda self: self.env.user,
tracking=True,
)
company_id = fields.Many2one(
'res.company',
string='Company',
default=lambda self: self.env.company,
)
# =========================================================================
# PRODUCT & SERIAL
# =========================================================================
product_id = fields.Many2one(
'product.product',
string='Product',
required=True,
domain="[('x_fc_can_be_loaned', '=', True)]",
tracking=True,
)
lot_id = fields.Many2one(
'stock.lot',
string='Serial Number',
domain="[('product_id', '=', product_id)]",
tracking=True,
)
product_description = fields.Text(
string='Product Description',
related='product_id.description_sale',
)
# =========================================================================
# DATES
# =========================================================================
checkout_date = fields.Date(
string='Checkout Date',
required=True,
default=fields.Date.context_today,
tracking=True,
)
loaner_period_days = fields.Integer(
string='Loaner Period (Days)',
default=7,
help='Number of free loaner days before rental conversion',
)
expected_return_date = fields.Date(
string='Expected Return Date',
compute='_compute_expected_return_date',
store=True,
)
actual_return_date = fields.Date(
string='Actual Return Date',
tracking=True,
)
days_out = fields.Integer(
string='Days Out',
compute='_compute_days_out',
)
days_overdue = fields.Integer(
string='Days Overdue',
compute='_compute_days_overdue',
)
# =========================================================================
# STATUS
# =========================================================================
state = fields.Selection([
('draft', 'Draft'),
('checked_out', 'Checked Out'),
('overdue', 'Overdue'),
('rental_pending', 'Rental Conversion Pending'),
('returned', 'Returned'),
('converted_rental', 'Converted to Rental'),
('lost', 'Lost/Write-off'),
], string='Status', default='draft', tracking=True, required=True)
# =========================================================================
# LOCATION
# =========================================================================
delivery_address = fields.Text(
string='Delivery Address',
help='Where the loaner was delivered',
)
return_location_id = fields.Many2one(
'stock.location',
string='Return Location',
domain="[('usage', '=', 'internal')]",
help='Where the loaner was returned to (store, warehouse, etc.)',
tracking=True,
)
checked_out_by_id = fields.Many2one(
'res.users',
string='Checked Out By',
default=lambda self: self.env.user,
)
returned_to_id = fields.Many2one(
'res.users',
string='Returned To',
)
# =========================================================================
# CHECKOUT CONDITION
# =========================================================================
checkout_condition = fields.Selection([
('excellent', 'Excellent'),
('good', 'Good'),
('fair', 'Fair'),
('needs_repair', 'Needs Repair'),
], string='Checkout Condition', default='excellent')
checkout_notes = fields.Text(
string='Checkout Notes',
)
checkout_photo_ids = fields.Many2many(
'ir.attachment',
'fusion_loaner_checkout_photo_rel',
'checkout_id',
'attachment_id',
string='Checkout Photos',
)
# =========================================================================
# RETURN CONDITION
# =========================================================================
return_condition = fields.Selection([
('excellent', 'Excellent'),
('good', 'Good'),
('fair', 'Fair'),
('needs_repair', 'Needs Repair'),
('damaged', 'Damaged'),
], string='Return Condition')
return_notes = fields.Text(
string='Return Notes',
)
return_photo_ids = fields.Many2many(
'ir.attachment',
'fusion_loaner_return_photo_rel',
'checkout_id',
'attachment_id',
string='Return Photos',
)
# =========================================================================
# REMINDER TRACKING
# =========================================================================
reminder_day5_sent = fields.Boolean(
string='Day 5 Reminder Sent',
default=False,
)
reminder_day8_sent = fields.Boolean(
string='Day 8 Warning Sent',
default=False,
)
reminder_day10_sent = fields.Boolean(
string='Day 10 Final Notice Sent',
default=False,
)
# =========================================================================
# RENTAL CONVERSION
# =========================================================================
rental_order_id = fields.Many2one(
'sale.order',
string='Rental Order',
help='Sale order created when loaner converted to rental',
)
rental_conversion_date = fields.Date(
string='Rental Conversion Date',
)
# =========================================================================
# STOCK MOVES
# =========================================================================
checkout_move_id = fields.Many2one(
'stock.move',
string='Checkout Stock Move',
)
return_move_id = fields.Many2one(
'stock.move',
string='Return Stock Move',
)
# =========================================================================
# HISTORY
# =========================================================================
history_ids = fields.One2many(
'fusion.loaner.history',
'checkout_id',
string='History',
)
history_count = fields.Integer(
compute='_compute_history_count',
string='History Count',
)
# =========================================================================
# COMPUTED FIELDS
# =========================================================================
@api.depends('checkout_date', 'loaner_period_days')
def _compute_expected_return_date(self):
for record in self:
if record.checkout_date and record.loaner_period_days:
record.expected_return_date = record.checkout_date + timedelta(days=record.loaner_period_days)
else:
record.expected_return_date = False
@api.depends('checkout_date', 'actual_return_date')
def _compute_days_out(self):
today = fields.Date.today()
for record in self:
if record.checkout_date:
end_date = record.actual_return_date or today
record.days_out = (end_date - record.checkout_date).days
else:
record.days_out = 0
@api.depends('expected_return_date', 'actual_return_date', 'state')
def _compute_days_overdue(self):
today = fields.Date.today()
for record in self:
if record.state in ('returned', 'converted_rental', 'lost'):
record.days_overdue = 0
elif record.expected_return_date:
end_date = record.actual_return_date or today
overdue = (end_date - record.expected_return_date).days
record.days_overdue = max(0, overdue)
else:
record.days_overdue = 0
def _compute_history_count(self):
for record in self:
record.history_count = len(record.history_ids)
# =========================================================================
# ONCHANGE
# =========================================================================
@api.onchange('product_id')
def _onchange_product_id(self):
if self.product_id:
self.loaner_period_days = self.product_id.x_fc_loaner_period_days or 7
self.lot_id = False
@api.onchange('sale_order_id')
def _onchange_sale_order_id(self):
if self.sale_order_id:
self.partner_id = self.sale_order_id.partner_id
self.authorizer_id = self.sale_order_id.x_fc_authorizer_id
self.sales_rep_id = self.sale_order_id.user_id
self.delivery_address = self.sale_order_id.partner_shipping_id.contact_address if self.sale_order_id.partner_shipping_id else ''
# =========================================================================
# CRUD
# =========================================================================
@api.model_create_multi
def create(self, vals_list):
for vals in vals_list:
if vals.get('name', _('New')) == _('New'):
vals['name'] = self.env['ir.sequence'].next_by_code('fusion.loaner.checkout') or _('New')
records = super().create(vals_list)
for record in records:
record._log_history('create', 'Loaner checkout created')
return records
# =========================================================================
# ACTIONS
# =========================================================================
def action_checkout(self):
"""Confirm the loaner checkout."""
self.ensure_one()
if self.state != 'draft':
raise UserError(_("Can only checkout from draft state."))
if not self.product_id:
raise UserError(_("Please select a product."))
self.write({'state': 'checked_out'})
self._log_history('checkout', f'Loaner checked out to {self.partner_id.name}')
# Stock move is non-blocking -- use savepoint so failure doesn't roll back checkout
try:
with self.env.cr.savepoint():
self._create_checkout_stock_move()
except Exception as e:
_logger.warning(f"Stock move failed for checkout {self.name} (non-blocking): {e}")
self._send_checkout_email()
# Post to chatter
self.message_post(
body=Markup(
'<div class="alert alert-success">'
f'<strong>Loaner Checked Out</strong><br/>'
f'Product: {self.product_id.name}<br/>'
f'Serial: {self.lot_id.name if self.lot_id else "N/A"}<br/>'
f'Expected Return: {self.expected_return_date}'
'</div>'
),
message_type='notification',
subtype_xmlid='mail.mt_note',
)
return True
def action_return(self):
"""Open return wizard."""
self.ensure_one()
return {
'name': _('Return Loaner'),
'type': 'ir.actions.act_window',
'res_model': 'fusion.loaner.return.wizard',
'view_mode': 'form',
'target': 'new',
'context': {
'default_checkout_id': self.id,
},
}
def action_process_return(self, return_condition, return_notes=None, return_photos=None, return_location_id=None):
"""Process the loaner return."""
self.ensure_one()
if self.state not in ('checked_out', 'overdue', 'rental_pending'):
raise UserError(_("Cannot return a loaner that is not checked out."))
vals = {
'state': 'returned',
'actual_return_date': fields.Date.today(),
'return_condition': return_condition,
'return_notes': return_notes,
'returned_to_id': self.env.user.id,
}
if return_location_id:
vals['return_location_id'] = return_location_id
if return_photos:
vals['return_photo_ids'] = [(6, 0, return_photos)]
self.write(vals)
self._log_history('return', f'Loaner returned in {return_condition} condition')
try:
with self.env.cr.savepoint():
self._create_return_stock_move()
except Exception as e:
_logger.warning(f"Stock move failed for return {self.name} (non-blocking): {e}")
self._send_return_email()
# Post to chatter
self.message_post(
body=Markup(
'<div class="alert alert-info">'
f'<strong>Loaner Returned</strong><br/>'
f'Condition: {return_condition}<br/>'
f'Days Out: {self.days_out}'
'</div>'
),
message_type='notification',
subtype_xmlid='mail.mt_note',
)
return True
def action_mark_lost(self):
"""Mark loaner as lost."""
self.ensure_one()
self.write({'state': 'lost'})
self._log_history('lost', 'Loaner marked as lost/write-off')
self.message_post(
body=Markup(
'<div class="alert alert-danger">'
'<strong>Loaner Marked as Lost</strong><br/>'
f'Product: {self.product_id.name}<br/>'
f'Serial: {self.lot_id.name if self.lot_id else "N/A"}'
'</div>'
),
message_type='notification',
subtype_xmlid='mail.mt_note',
)
def action_convert_to_rental(self):
"""Flag for rental conversion."""
self.ensure_one()
self.write({
'state': 'rental_pending',
'rental_conversion_date': fields.Date.today(),
})
self._log_history('rental_pending', 'Loaner flagged for rental conversion')
self._send_rental_conversion_email()
def action_view_history(self):
"""View loaner history."""
self.ensure_one()
return {
'name': _('Loaner History'),
'type': 'ir.actions.act_window',
'res_model': 'fusion.loaner.history',
'view_mode': 'tree,form',
'domain': [('checkout_id', '=', self.id)],
'context': {'default_checkout_id': self.id},
}
# =========================================================================
# STOCK MOVES
# =========================================================================
def _get_loaner_location(self):
"""Get the loaner stock location."""
location = self.env.ref('fusion_claims.stock_location_loaner', raise_if_not_found=False)
if not location:
# Fallback to main stock
location = self.env.ref('stock.stock_location_stock')
return location
def _get_customer_location(self):
"""Get customer location for stock moves."""
return self.env.ref('stock.stock_location_customers')
def _create_checkout_stock_move(self):
"""Create stock move for checkout. Non-blocking -- checkout proceeds even if move fails."""
if not self.lot_id:
return # No serial tracking
try:
source_location = self._get_loaner_location()
dest_location = self._get_customer_location()
move_vals = {
'name': f'Loaner Checkout: {self.name}',
'product_id': self.product_id.id,
'product_uom_qty': 1,
'product_uom': self.product_id.uom_id.id,
'location_id': source_location.id,
'location_dest_id': dest_location.id,
'origin': self.name,
'company_id': self.company_id.id,
'procure_method': 'make_to_stock',
}
move = self.env['stock.move'].sudo().create(move_vals)
move._action_confirm()
move._action_assign()
# Set the lot on move line
if move.move_line_ids:
move.move_line_ids.write({'lot_id': self.lot_id.id})
move._action_done()
self.checkout_move_id = move.id
except Exception as e:
_logger.warning(f"Could not create checkout stock move (non-blocking): {e}")
def _create_return_stock_move(self):
"""Create stock move for return. Uses return_location_id if set, otherwise Loaner Stock."""
if not self.lot_id:
return
try:
source_location = self._get_customer_location()
dest_location = self.return_location_id or self._get_loaner_location()
move_vals = {
'name': f'Loaner Return: {self.name}',
'product_id': self.product_id.id,
'product_uom_qty': 1,
'product_uom': self.product_id.uom_id.id,
'location_id': source_location.id,
'location_dest_id': dest_location.id,
'origin': self.name,
'company_id': self.company_id.id,
'procure_method': 'make_to_stock',
}
move = self.env['stock.move'].sudo().create(move_vals)
move._action_confirm()
move._action_assign()
if move.move_line_ids:
move.move_line_ids.write({'lot_id': self.lot_id.id})
move._action_done()
self.return_move_id = move.id
except Exception as e:
_logger.warning(f"Could not create return stock move: {e}")
# =========================================================================
# HISTORY LOGGING
# =========================================================================
def _log_history(self, action, notes=None):
"""Log action to history."""
self.ensure_one()
self.env['fusion.loaner.history'].create({
'checkout_id': self.id,
'lot_id': self.lot_id.id if self.lot_id else False,
'action': action,
'notes': notes,
})
# =========================================================================
# EMAIL METHODS
# =========================================================================
def _get_email_recipients(self):
"""Get all email recipients for loaner notifications."""
recipients = {
'client_email': self.partner_id.email if self.partner_id else None,
'authorizer_email': self.authorizer_id.email if self.authorizer_id else None,
'sales_rep_email': self.sales_rep_id.email if self.sales_rep_id else None,
'office_emails': [],
}
# Get office emails from company
company = self.company_id or self.env.company
office_partners = company.sudo().x_fc_office_notification_ids
recipients['office_emails'] = [p.email for p in office_partners if p.email]
return recipients
def _send_checkout_email(self):
"""Send checkout confirmation email to all parties."""
self.ensure_one()
recipients = self._get_email_recipients()
to_emails = [e for e in [recipients['client_email'], recipients['authorizer_email']] if e]
cc_emails = [e for e in [recipients['sales_rep_email']] if e] + recipients['office_emails']
if not to_emails:
return False
client_name = self.partner_id.name or 'Client'
product_name = self.product_id.name or 'Product'
expected_return = self.expected_return_date.strftime('%B %d, %Y') if self.expected_return_date else 'N/A'
body_html = self._email_build(
title='Loaner Equipment Checkout',
summary=f'Loaner equipment has been checked out for <strong>{client_name}</strong>.',
email_type='info',
sections=[('Loaner Details', [
('Reference', self.name),
('Product', product_name),
('Serial Number', self.lot_id.name if self.lot_id else None),
('Checkout Date', self.checkout_date.strftime('%B %d, %Y') if self.checkout_date else None),
('Expected Return', expected_return),
('Loaner Period', f'{self.loaner_period_days} days'),
])],
note='<strong>Important:</strong> Please return the loaner equipment by the expected return date. '
'If not returned on time, rental charges may apply.',
note_color='#d69e2e',
)
try:
self.env['mail.mail'].sudo().create({
'subject': f'Loaner Checkout - {product_name} - {self.name}',
'body_html': body_html,
'email_to': ', '.join(to_emails),
'email_cc': ', '.join(cc_emails) if cc_emails else '',
'model': 'fusion.loaner.checkout', 'res_id': self.id,
}).send()
return True
except Exception as e:
_logger.error(f"Failed to send checkout email for {self.name}: {e}")
return False
def _send_return_email(self):
"""Send return confirmation email."""
self.ensure_one()
recipients = self._get_email_recipients()
to_emails = [e for e in [recipients['client_email']] if e]
cc_emails = [e for e in [recipients['sales_rep_email']] if e]
if not to_emails:
return False
client_name = self.partner_id.name or 'Client'
product_name = self.product_id.name or 'Product'
body_html = self._email_build(
title='Loaner Equipment Returned',
summary=f'Thank you for returning the loaner equipment, <strong>{client_name}</strong>.',
email_type='success',
sections=[('Return Details', [
('Reference', self.name),
('Product', product_name),
('Return Date', self.actual_return_date.strftime('%B %d, %Y') if self.actual_return_date else None),
('Condition', self.return_condition or None),
('Days Out', str(self.days_out)),
])],
)
try:
self.env['mail.mail'].sudo().create({
'subject': f'Loaner Returned - {product_name} - {self.name}',
'body_html': body_html,
'email_to': ', '.join(to_emails),
'email_cc': ', '.join(cc_emails) if cc_emails else '',
'model': 'fusion.loaner.checkout', 'res_id': self.id,
}).send()
return True
except Exception as e:
_logger.error(f"Failed to send return email for {self.name}: {e}")
return False
def _send_rental_conversion_email(self):
"""Send rental conversion notification."""
self.ensure_one()
recipients = self._get_email_recipients()
to_emails = [e for e in [recipients['client_email'], recipients['authorizer_email']] if e]
cc_emails = [e for e in [recipients['sales_rep_email']] if e] + recipients['office_emails']
if not to_emails and not cc_emails:
return False
client_name = self.partner_id.name or 'Client'
product_name = self.product_id.name or 'Product'
weekly_rate = self.product_id.x_fc_rental_price_weekly or 0
monthly_rate = self.product_id.x_fc_rental_price_monthly or 0
body_html = self._email_build(
title='Loaner Rental Conversion Notice',
summary=f'The loaner equipment for <strong>{client_name}</strong> has exceeded the free loaner period.',
email_type='urgent',
sections=[('Equipment Details', [
('Reference', self.name),
('Product', product_name),
('Days Out', str(self.days_out)),
('Days Overdue', str(self.days_overdue)),
('Weekly Rental Rate', f'${weekly_rate:.2f}'),
('Monthly Rental Rate', f'${monthly_rate:.2f}'),
])],
note='<strong>Action required:</strong> Please return the equipment or contact us to arrange '
'a rental agreement. Rental charges will apply until the equipment is returned.',
note_color='#c53030',
)
email_to = ', '.join(to_emails) if to_emails else ', '.join(cc_emails[:1])
email_cc = ', '.join(cc_emails) if to_emails else ', '.join(cc_emails[1:])
try:
self.env['mail.mail'].sudo().create({
'subject': f'Loaner Rental Conversion - {product_name} - {self.name}',
'body_html': body_html,
'email_to': email_to, 'email_cc': email_cc,
'model': 'fusion.loaner.checkout', 'res_id': self.id,
}).send()
return True
except Exception as e:
_logger.error(f"Failed to send rental conversion email for {self.name}: {e}")
return False
def _send_reminder_email(self, reminder_type):
"""Send reminder email based on type (day5, day8, day10)."""
self.ensure_one()
recipients = self._get_email_recipients()
client_name = self.partner_id.name or 'Client'
product_name = self.product_id.name or 'Product'
expected_return = self.expected_return_date.strftime('%B %d, %Y') if self.expected_return_date else 'N/A'
if reminder_type == 'day5':
to_emails = [e for e in [recipients['sales_rep_email']] if e] + recipients['office_emails']
cc_emails = []
subject = f'Loaner Reminder: {product_name} - Day 5'
email_type = 'attention'
message = (f'The loaner equipment for {client_name} has been out for 5 days. '
f'Please follow up to arrange return.')
elif reminder_type == 'day8':
to_emails = [e for e in [recipients['client_email']] if e]
cc_emails = [e for e in [recipients['sales_rep_email']] if e] + recipients['office_emails']
subject = f'Loaner Return Reminder - {product_name}'
email_type = 'attention'
message = (f'Your loaner equipment has been out for 8 days. '
f'Please return it soon or it may be converted to a rental.')
else:
to_emails = [e for e in [recipients['client_email'], recipients['authorizer_email']] if e]
cc_emails = [e for e in [recipients['sales_rep_email']] if e] + recipients['office_emails']
subject = f'Loaner Return Required - {product_name}'
email_type = 'urgent'
message = (f'Your loaner equipment has been out for {self.days_out} days. '
f'If not returned, rental charges will apply.')
if not to_emails:
return False
body_html = self._email_build(
title='Loaner Equipment Reminder',
summary=message,
email_type=email_type,
sections=[('Loaner Details', [
('Reference', self.name),
('Client', client_name),
('Product', product_name),
('Days Out', str(self.days_out)),
('Expected Return', expected_return),
])],
)
try:
self.env['mail.mail'].sudo().create({
'subject': subject,
'body_html': body_html,
'email_to': ', '.join(to_emails),
'email_cc': ', '.join(cc_emails) if cc_emails else '',
'model': 'fusion.loaner.checkout', 'res_id': self.id,
}).send()
return True
except Exception as e:
_logger.error(f"Failed to send {reminder_type} reminder for {self.name}: {e}")
return False
# =========================================================================
# CRON METHODS
# =========================================================================
@api.model
def _cron_check_overdue_loaners(self):
"""Daily cron to check for overdue loaners and send reminders."""
today = fields.Date.today()
# Find all active loaners
active_loaners = self.search([
('state', 'in', ['checked_out', 'overdue', 'rental_pending']),
])
for loaner in active_loaners:
days_out = loaner.days_out
# Update overdue status
if loaner.state == 'checked_out' and loaner.expected_return_date and today > loaner.expected_return_date:
loaner.write({'state': 'overdue'})
loaner._log_history('overdue', f'Loaner is now overdue by {loaner.days_overdue} days')
# Day 5 reminder
if days_out >= 5 and not loaner.reminder_day5_sent:
loaner._send_reminder_email('day5')
loaner.reminder_day5_sent = True
loaner._log_history('reminder_sent', 'Day 5 reminder sent')
# Day 8 warning
if days_out >= 8 and not loaner.reminder_day8_sent:
loaner._send_reminder_email('day8')
loaner.reminder_day8_sent = True
loaner._log_history('reminder_sent', 'Day 8 rental warning sent')
# Day 10 final notice
if days_out >= 10 and not loaner.reminder_day10_sent:
loaner._send_reminder_email('day10')
loaner.reminder_day10_sent = True
loaner._log_history('reminder_sent', 'Day 10 final notice sent')
# Flag for rental conversion
if loaner.state != 'rental_pending':
loaner.action_convert_to_rental()