feat(fusion_repairs): Bundle 4 - M1 compliance inspection certificates

New fusion.repair.inspection.certificate model for the annual safety
inspections required on stairlifts, porch lifts, and power wheelchairs
in many jurisdictions.

Model
- mail.thread chatter-tracked; fields: name (CERT-YYYY-NNNN auto-seq),
  partner_id, product_id (filtered to safety-critical categories), lot_id,
  repair_order_id back-link, inspector_user_id (must be field staff),
  jurisdiction (selection: Ontario / BC / Alberta / Quebec / Other),
  issued_date, valid_for_months (default 12), expiry_date (computed,
  stored, uses relativedelta - correct month boundaries), status
  (non-stored compute: valid / expiring / expired / revoked), revoked,
  notes, last_reminder_band.
- Unique constraint on certificate number (models.Constraint, not
  _sql_constraints, per project rule).
- Sequence 'fusion.repair.inspection.certificate' with use_date_range=True
  so the counter resets each year (CERT-2026-0001 ... CERT-2027-0001).

Visit report integration
- New issue_inspection_cert checkbox on fusion.repair.visit.report.wizard.
- When ticked AND the repair's category is safety_critical, action_confirm()
  creates the certificate via _create_inspection_certificate() and
  redirects to the cert form so the tech can print immediately.
- Non-safety-critical equipment quietly skips with a chatter note
  explaining why.

PDF report
- web.html_container + web.external_layout, model bound so it appears
  as a Print action on the certificate form.
- 'Certificate of Inspection' / 'Safety Inspected' gold-banner layout
  with client name, equipment, serial, jurisdiction, issued + expiry
  dates, inspector signature line, and the certificate number.
- Print Certificate button in form header.

Daily cron
- cron_send_expiry_reminders runs at 09:00, sends two band-tracked
  reminders (30 days + 7 days before expiry) to the client.
- New mail.template email_template_inspection_expiry_reminder with
  4px amber accent, certificate ref, equipment, expiry date, and a
  CTA to call to book the re-inspection visit.
- last_reminder_band on the cert prevents re-sending the same band.

Backend wiring
- New menu entry 'Fusion Repairs > Inspection Certificates'.
- ACL: User read, Dispatcher write, Manager unlink. Field technicians
  can create (they need to issue from the field).
- List view with red/amber/green status decoration.
- Form with statusbar, header buttons (Print, Revoke with confirm),
  chatter.

Verified end-to-end on local westin-v19:
  Stairlift repair RO-202605-15 -> visit-report with issue_inspection_cert=True
  -> CERT-2026-0001 issued (status=valid, expires 2027-05-21)
  Cert CERT-2026-0002 expiring in 30 days -> cron flagged
  last_reminder_band='30' (would email client).

Bumped to 19.0.1.4.0 (minor bump for the new public-facing capability).

Co-authored-by: Cursor <cursoragent@cursor.com>
This commit is contained in:
gsinghpal
2026-05-21 00:11:59 -04:00
parent ef0c096e48
commit 65c4d8801c
12 changed files with 618 additions and 5 deletions

View File

@@ -143,6 +143,52 @@
<field name="auto_delete" eval="True"/>
</record>
<!-- ============================================================== -->
<!-- M1: Inspection certificate expiry reminder -->
<!-- ============================================================== -->
<record id="email_template_inspection_expiry_reminder" model="mail.template">
<field name="name">Repair: Inspection Certificate Expiry Reminder</field>
<field name="model_id" ref="model_fusion_repair_inspection_certificate"/>
<field name="subject">Your {{ object.product_id.display_name }} inspection certificate expires {{ object.expiry_date }}</field>
<field name="email_from">{{ (object.company_id.email_formatted or user.email_formatted) }}</field>
<field name="partner_to">{{ object.partner_id.id }}</field>
<field name="body_html" type="html">
<div style="font-family:-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Arial,sans-serif;max-width:600px;margin:0 auto;">
<div style="height:4px;background-color:#d97706;"></div>
<div style="padding:32px 28px;">
<p style="color:#d97706;font-size:13px;font-weight:600;letter-spacing:0.5px;text-transform:uppercase;margin:0 0 24px 0;">
<t t-out="object.company_id.name"/>
</p>
<h2 style="font-size:22px;font-weight:700;margin:0 0 6px 0;line-height:1.3;">Annual safety inspection coming due</h2>
<p style="opacity:0.65;font-size:15px;line-height:1.5;margin:0 0 24px 0;">
Hello <t t-out="object.partner_id.name or 'there'"/>, the safety inspection
certificate on your <strong><t t-out="object.product_id.display_name"/></strong>
(certificate <strong><t t-out="object.name"/></strong>) expires
<strong><t t-out="object.expiry_date" t-options="{'widget': 'date'}"/></strong>.
Annual re-inspection keeps your equipment compliant with local safety regulations.
</p>
<table style="width:100%;border-collapse:collapse;margin:0 0 24px 0;">
<tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);width:40%;">Certificate</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.name"/></td></tr>
<tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);">Equipment</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.product_id.display_name"/></td></tr>
<t t-if="object.lot_id">
<tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);">Serial</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.lot_id.name"/></td></tr>
</t>
<tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;">Expires</td><td style="padding:10px 14px;font-size:14px;color:#d97706;font-weight:600;"><t t-out="object.expiry_date" t-options="{'widget': 'date'}"/></td></tr>
</table>
<div style="border-left:3px solid #d97706;padding:12px 16px;margin:0 0 24px 0;">
<p style="margin:0;font-size:14px;line-height:1.5;">
Reply to this email or call our office to book your re-inspection. We will
send our certified technician to confirm everything is safe and renew your
certificate.
</p>
</div>
</div>
</div>
</field>
<field name="lang">{{ object.partner_id.lang }}</field>
<field name="auto_delete" eval="True"/>
</record>
<!-- ============================================================== -->
<!-- On-Call Safety Page -->
<!-- ============================================================== -->