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>
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gsinghpal
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fusion_repairs/models/service_catalog.py
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fusion_repairs/models/service_catalog.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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"""Service catalogue.
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Each fusion.repair.service.catalog record is a named repair / maintenance
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service (e.g. "Stairlift motor replacement", "Bed remote troubleshoot")
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with estimated duration, estimated cost, default parts, and symptom
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keywords used to auto-match an intake to the right catalogue entry.
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The catalogue feeds:
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- intake auto-match -> sets x_fc_service_catalog_id +
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x_fc_estimated_duration + x_fc_estimated_cost on the repair
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- visit report -> default labour line + parts pre-fill
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- pricing variance -> compares estimate vs actual
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"""
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from odoo import api, fields, models
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class FusionRepairServiceCatalog(models.Model):
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_name = 'fusion.repair.service.catalog'
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_description = 'Repair Service Catalogue Entry'
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_order = 'sequence, name'
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name = fields.Char(string='Service Name', required=True, translate=True)
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code = fields.Char(string='Code', help='Stable identifier (lowercase, no spaces).')
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sequence = fields.Integer(default=10)
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active = fields.Boolean(default=True)
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company_id = fields.Many2one(
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'res.company', string='Company',
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default=lambda self: self.env.company,
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)
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# Routing & matching
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product_category_id = fields.Many2one(
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'fusion.repair.product.category',
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string='Equipment Category',
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required=True,
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index=True,
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)
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symptom_keywords = fields.Char(
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string='Symptom Keywords',
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help='Comma-separated keywords used to auto-match an intake to this catalogue entry. '
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'Matched against the issue summary, issue category, and intake answer text.',
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)
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# Service product (what actually gets invoiced)
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service_product_id = fields.Many2one(
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'product.product',
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string='Service Product',
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domain=[('type', '=', 'service')],
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help='Product line added to the repair sale order for the labour portion.',
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)
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default_parts_product_ids = fields.Many2many(
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'product.product',
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'fusion_repair_catalog_parts_rel',
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'catalog_id', 'product_id',
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string='Default Parts',
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help='Parts typically used. Pre-loaded onto the visit report wizard for the tech to confirm.',
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)
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pricelist_id = fields.Many2one(
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'product.pricelist',
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string='Pricelist Override',
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help='Optional pricelist applied to repair SOs from this catalogue entry. '
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'Leave blank to use the partner default pricelist.',
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)
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# Estimates
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estimated_hours = fields.Float(
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string='Estimated Labour (h)',
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default=1.0,
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help='Used to size the technician task and the visit report labour default.',
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)
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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='Headline estimate shown to the client/CS during intake. Phase 1 is a flat number; '
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'Phase 2+ may compute from labour + parts.',
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)
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# Automation hints
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auto_schedule = fields.Boolean(
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string='Auto-Create Tech Task',
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help='When True, the intake service creates a draft technician task immediately for any '
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'repair matched to this catalogue entry (even at normal urgency).',
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)
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task_type = fields.Selection(
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[('delivery', 'Delivery'), ('repair', 'Repair'), ('pickup', 'Pickup'),
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('troubleshoot', 'Troubleshoot'), ('assessment', 'Assessment'),
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('installation', 'Installation'), ('maintenance', 'Maintenance'),
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('other', 'Other')],
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string='Default Task Type',
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default='repair',
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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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@api.depends('name', 'code')
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def _compute_display_name(self):
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for c in self:
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c.display_name = c.name or c.code or ''
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# ------------------------------------------------------------------
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# MATCHING
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# ------------------------------------------------------------------
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@api.model
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def find_best_match(self, product_category_id, text_hints):
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"""Return the best-matching catalogue entry, or empty recordset.
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:param product_category_id: int id of the equipment category
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:param text_hints: list[str] - text snippets to look for symptom keywords in
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(typically: issue_summary, issue_category, recent intake answer values)
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"""
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if not product_category_id:
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return self.browse()
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haystack = ' '.join(s.lower() for s in (text_hints or []) if s).strip()
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candidates = self.search([
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('product_category_id', '=', product_category_id),
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('active', '=', True),
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], order='sequence')
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if not candidates:
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return self.browse()
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if not haystack:
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return candidates[:1]
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best = None
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best_score = 0
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for c in candidates:
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kws = [k.strip().lower() for k in (c.symptom_keywords or '').split(',') if k.strip()]
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score = sum(1 for kw in kws if kw and kw in haystack)
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if score > best_score:
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best = c
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best_score = score
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if best:
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return best
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return candidates[:1]
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