feat(fusion_repairs): Phase 2 - service catalogue, visit report, warranty, Poynt
Service catalogue - New fusion.repair.service.catalog model: named service entries per equipment category with symptom keywords, estimated hours / cost, default parts, auto_schedule flag, optional pricelist override - find_best_match() scores candidates by symptom-keyword overlap against intake text hints (issue summary + category + notes) - Intake service wires it in: on submit, the matcher sets x_fc_service_catalog_id + x_fc_estimated_duration + x_fc_estimated_cost and (when auto_schedule=True) creates a draft dispatch task - Double-task guard: if catalogue match already created a task, the urgency-based dispatch skips so we never duplicate Visit report wizard - fusion.repair.visit.report.wizard with labour hours + parts lines + technician notes + 'found another issue' branch - Computes actual cost = (labour x service_product.list_price) + parts - Compares against estimate -> sets requires_requote when variance exceeds configured threshold (% or $); shows warning banner inline - On confirm: writes actuals back to repair, posts notes to chatter, optionally spawns a follow-up repair (T5 'found another issue') Repair warranty - New fusion.repair.warranty.coverage model (start/expiry, partner, product, lot, active flag) - find_active_for(partner, product, lot) returns the most-recent active coverage - Intake service auto-checks: when a new repair lands on an equipment that has active warranty coverage, posts a chatter banner so the office knows the work may be free under our 30/90-day re-do policy (manager review still required; never auto-zeros pricing) Repair form - Header: Visit Report + Collect Payment buttons (gated by group) - action_collect_payment looks up the linked posted unpaid invoice on the repair SO and opens the Poynt wizard (action_open_poynt_payment_wizard) AI intake summary - _generate_ai_summary calls self.env['fusion.api.service'].call_openai with consumer='fusion_repairs', feature='intake_triage' - Strict system prompt: no medical advice, no diagnoses, no recommending stop equipment use; ~80 words; plain English - Try/fallback per fusion-api-integration.mdc: if fusion_api not installed or call fails -> silently skip; intake never blocked Verified end-to-end on local westin-v19: - Stairlift motor intake -> catalogue match -> estimated $500/2h -> auto dispatch task (count=1, not duplicated) - Visit report: 2.5h x $250 + $100 parts = $725 actual vs $500 estimated = 45% variance -> requires_requote=True - Warranty: 30-day coverage on the completed repair; second repair on same partner triggers warranty banner in chatter Co-authored-by: Cursor <cursoragent@cursor.com>
This commit is contained in:
gsinghpal
@@ -132,6 +132,15 @@ class FusionRepairIntakeService(models.AbstractModel):
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# Persist intake answers.
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self._create_answers(repair, item.get('answers') or [])
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# Service catalogue auto-match.
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self._match_service_catalog(repair, item)
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# Check our own repair-warranty (30/90 day re-do free).
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self._check_repair_warranty(repair)
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# Optional AI brief generation - never blocks intake.
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self._generate_ai_summary(repair, item)
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# Attach photos.
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photo_ids = item.get('photo_attachment_ids') or []
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if photo_ids:
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@@ -146,7 +155,11 @@ class FusionRepairIntakeService(models.AbstractModel):
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self._schedule_activities(repair)
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# Optional dispatch draft task (urgent / safety).
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if repair.x_fc_urgency in ('urgent', 'safety'):
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# Skip if the catalogue match already auto-created one.
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if (
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repair.x_fc_urgency in ('urgent', 'safety')
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and not repair.x_fc_technician_task_ids
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):
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self._create_dispatch_task(repair)
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# Emails (client + office).
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@@ -178,6 +191,102 @@ class FusionRepairIntakeService(models.AbstractModel):
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parts.append('<p><strong>Notes:</strong> %s</p>' % notes)
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return ''.join(parts)
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# ------------------------------------------------------------------
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# SERVICE CATALOGUE MATCH
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# ------------------------------------------------------------------
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@api.model
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def _match_service_catalog(self, repair, item):
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category = repair.x_fc_repair_category_id
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if not category:
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return
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text_hints = [
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(item.get('issue_summary') or ''),
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(item.get('issue_category') or ''),
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(item.get('internal_notes') or ''),
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]
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catalog = self.env['fusion.repair.service.catalog'].sudo().find_best_match(
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category.id, text_hints,
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)
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if not catalog:
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return
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repair.write({
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'x_fc_service_catalog_id': catalog.id,
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'x_fc_estimated_duration': catalog.estimated_hours,
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'x_fc_estimated_cost': catalog.estimated_cost,
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})
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# Auto-create dispatch task if catalogue says so (in addition to urgency rule).
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if catalog.auto_schedule and repair.x_fc_technician_task_count == 0:
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self._create_dispatch_task(repair)
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# ------------------------------------------------------------------
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# REPAIR WARRANTY (our 30/90-day re-do free)
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# ------------------------------------------------------------------
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@api.model
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def _check_repair_warranty(self, repair):
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if not repair.partner_id:
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return
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warranty = self.env['fusion.repair.warranty.coverage'].sudo() \
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.find_active_for(repair.partner_id.id, repair.product_id.id or None,
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repair.lot_id.id or None)
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if not warranty:
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return
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repair.message_post(
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body=_(
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'This repair MAY be covered by our active warranty <b>%(ref)s</b> '
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'(expires %(exp)s). Manager review recommended before invoicing.',
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ref=warranty.name,
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exp=warranty.expiry_date,
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),
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message_type='comment',
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)
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# ------------------------------------------------------------------
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# AI SUMMARY (try/fallback per fusion-api-integration rule)
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# ------------------------------------------------------------------
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@api.model
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def _generate_ai_summary(self, repair, item):
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try:
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ApiService = self.env.get('fusion.api.service')
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if not ApiService:
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return
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issue = (item.get('issue_summary') or '').strip()
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if not issue:
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return
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category = repair.x_fc_repair_category_id.name or 'medical equipment'
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urgency = repair.x_fc_urgency or 'normal'
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messages = [
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{
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'role': 'system',
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'content': (
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'You are an assistant for a medical equipment repair service. '
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'Given an intake note, output ONE short paragraph (under 80 words) '
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'briefing the technician about: likely cause, what to bring, and '
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'any safety considerations. NEVER provide medical advice. NEVER '
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'recommend stopping equipment use. NEVER claim a definitive cause. '
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'Plain English, no jargon.'
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),
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},
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{
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'role': 'user',
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'content': (
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f'Equipment category: {category}\n'
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f'Urgency: {urgency}\n'
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f'Issue: {issue}\n'
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f'Notes: {(item.get("internal_notes") or "").strip()}'
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),
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},
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]
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summary = ApiService.call_openai(
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consumer='fusion_repairs',
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feature='intake_triage',
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messages=messages,
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max_tokens=200,
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)
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if summary:
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repair.x_fc_ai_summary = summary.strip()
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except Exception as e:
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_logger.info('AI intake summary skipped: %s', e)
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# ------------------------------------------------------------------
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# ORIGINAL SO AUTO-LINK
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# ------------------------------------------------------------------
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