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
@@ -12,6 +12,7 @@ from . import maintenance_contract
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from . import repair_self_check_rule
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from . import repair_ai_service
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from . import repair_on_call_service
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from . import repair_inspection
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from . import product_template
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from . import res_partner
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from . import res_users
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229
fusion_repairs/models/repair_inspection.py
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229
fusion_repairs/models/repair_inspection.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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"""Compliance inspection certificates (M1).
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Per the design spec section "Phase 4 - Compliance, claims, analytics":
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Stairlifts / porch lifts need an annual safety inspection certificate
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(jurisdictional requirement in many places). This model tracks issued
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certificates, their expiry dates, and a daily cron warns the office +
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client when one is approaching the 30-day expiry mark.
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A certificate is issued AFTER a successful inspection technician visit -
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the visit-report wizard's "Issue Compliance Certificate" button creates
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the record and renders a PDF.
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Phase 1 jurisdiction support: a single 'Ontario' jurisdiction text field
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on the certificate; future phases add per-jurisdiction PDF templates.
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"""
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from datetime import timedelta
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from dateutil.relativedelta import relativedelta
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from odoo import _, api, fields, models
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class FusionRepairInspectionCertificate(models.Model):
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_name = 'fusion.repair.inspection.certificate'
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_inherit = ['mail.thread']
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_description = 'Repair Inspection Certificate'
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_order = 'issued_date desc, id desc'
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name = fields.Char(
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string='Certificate Number',
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required=True,
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default='New',
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copy=False,
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readonly=True,
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tracking=True,
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)
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partner_id = fields.Many2one(
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'res.partner',
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string='Client',
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required=True,
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tracking=True,
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index=True,
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)
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product_id = fields.Many2one(
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'product.product',
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string='Equipment',
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required=True,
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domain="[('x_fc_repair_category_id.safety_critical', '=', True)]",
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tracking=True,
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)
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lot_id = fields.Many2one(
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'stock.lot',
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string='Serial Number',
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tracking=True,
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)
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repair_order_id = fields.Many2one(
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'repair.order',
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string='Inspection Repair',
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help='The repair / technician task during which this inspection was done.',
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ondelete='set null',
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)
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inspector_user_id = fields.Many2one(
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'res.users',
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string='Inspector',
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required=True,
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default=lambda self: self.env.user,
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tracking=True,
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domain="[('x_fc_is_field_staff', '=', True)]",
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)
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jurisdiction = fields.Selection(
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[
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('on', 'Ontario'),
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('bc', 'British Columbia'),
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('ab', 'Alberta'),
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('qc', 'Quebec'),
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('other', 'Other'),
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],
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string='Jurisdiction',
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default='on',
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tracking=True,
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)
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issued_date = fields.Date(
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string='Issued',
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required=True,
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default=fields.Date.context_today,
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tracking=True,
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)
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valid_for_months = fields.Integer(
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string='Valid For (Months)',
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default=12,
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required=True,
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)
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expiry_date = fields.Date(
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string='Expires',
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compute='_compute_expiry_date',
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store=True,
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tracking=True,
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)
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# Status compute (non-stored - time-dependent, per Bundle 1 C4 fix pattern).
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status = fields.Selection(
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[
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('valid', 'Valid'),
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('expiring', 'Expiring Soon'),
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('expired', 'Expired'),
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('revoked', 'Revoked'),
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],
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string='Status',
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compute='_compute_status',
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)
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revoked = fields.Boolean(
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string='Revoked',
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copy=False,
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tracking=True,
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)
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notes = fields.Html(string='Inspector Notes')
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company_id = fields.Many2one(
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'res.company',
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string='Company',
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default=lambda self: self.env.company,
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)
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# Reminder tracking (X2-style band markers so the cron doesn't spam).
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last_reminder_band = fields.Selection(
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[('30', '30 days'), ('7', '7 days')],
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string='Last Reminder',
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copy=False,
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)
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_certificate_number_unique = models.Constraint(
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'unique(name)',
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'Inspection certificate numbers must be unique.',
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)
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# ------------------------------------------------------------------
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# CREATE
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# ------------------------------------------------------------------
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@api.model_create_multi
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def create(self, vals_list):
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for vals in vals_list:
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if vals.get('name', 'New') == 'New':
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vals['name'] = self.env['ir.sequence'].next_by_code(
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'fusion.repair.inspection.certificate'
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) or 'CERT/NEW'
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return super().create(vals_list)
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# ------------------------------------------------------------------
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# COMPUTES
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# ------------------------------------------------------------------
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@api.depends('issued_date', 'valid_for_months')
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def _compute_expiry_date(self):
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for c in self:
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if c.issued_date and c.valid_for_months:
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c.expiry_date = c.issued_date + relativedelta(months=c.valid_for_months)
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else:
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c.expiry_date = False
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def _compute_status(self):
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today = fields.Date.context_today(self)
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for c in self:
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if c.revoked:
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c.status = 'revoked'
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elif not c.expiry_date:
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c.status = 'valid'
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elif c.expiry_date < today:
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c.status = 'expired'
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elif c.expiry_date <= today + timedelta(days=30):
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c.status = 'expiring'
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else:
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c.status = 'valid'
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# ------------------------------------------------------------------
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# ACTIONS
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# ------------------------------------------------------------------
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def action_revoke(self):
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for c in self:
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c.revoked = True
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c.message_post(body=_('Certificate revoked.'))
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def action_print(self):
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self.ensure_one()
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return self.env.ref(
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'fusion_repairs.action_report_inspection_certificate'
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).report_action(self)
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# ------------------------------------------------------------------
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# CRON: warn the client 30 + 7 days before expiry
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# ------------------------------------------------------------------
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@api.model
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def cron_send_expiry_reminders(self):
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"""Daily cron. Sends a reminder at the 30-day band, then again at
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the 7-day band, so the client books their re-inspection visit
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before the certificate lapses."""
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Service = self.env.get('fusion.repair.intake.service')
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if Service and not Service._notifications_enabled():
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return
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today = fields.Date.context_today(self)
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tpl = self.env.ref(
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'fusion_repairs.email_template_inspection_expiry_reminder',
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raise_if_not_found=False,
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)
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if not tpl:
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return
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for band_label, days in (('30', 30), ('7', 7)):
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target = today + timedelta(days=days)
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certs = self.search([
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('revoked', '=', False),
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('expiry_date', '=', target),
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('partner_id.email', '!=', False),
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'|', ('last_reminder_band', '=', False),
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('last_reminder_band', '!=', band_label),
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])
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for c in certs:
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# Skip if a smaller band already sent (30 -> 7 progression).
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if c.last_reminder_band and int(c.last_reminder_band) <= days:
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continue
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try:
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tpl.send_mail(c.id, force_send=False)
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c.last_reminder_band = band_label
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except Exception:
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continue
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