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
@@ -45,4 +45,16 @@
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action="action_repair_intake_template"
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sequence="20"/>
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<menuitem id="menu_fusion_repairs_service_catalog"
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name="Service Catalogue"
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parent="menu_fusion_repairs_configuration"
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action="action_repair_service_catalog"
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sequence="30"/>
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<menuitem id="menu_fusion_repairs_warranty"
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name="Repair Warranties"
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parent="menu_fusion_repairs_configuration"
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action="action_repair_warranty_coverage"
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sequence="40"/>
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</odoo>
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@@ -10,6 +10,22 @@
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<field name="inherit_id" ref="repair.view_repair_order_form"/>
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<field name="arch" type="xml">
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<!-- Header action buttons (visit report + collect payment) -->
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<xpath expr="//header" position="inside">
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<button name="action_open_visit_report"
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type="object"
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string="Visit Report"
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class="btn-primary"
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invisible="state == 'cancel'"
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groups="fusion_repairs.group_fusion_repairs_user"/>
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<button name="action_collect_payment"
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type="object"
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string="Collect Payment"
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class="btn-secondary"
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invisible="state != 'done'"
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groups="fusion_repairs.group_fusion_repairs_user"/>
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</xpath>
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<!-- Smart buttons: Technician Tasks + Intake Answers + Original SO. -->
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<xpath expr="//div[hasclass('oe_button_box')]" position="inside">
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<button name="action_view_technician_tasks"
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59
fusion_repairs/views/repair_warranty_views.xml
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59
fusion_repairs/views/repair_warranty_views.xml
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@@ -0,0 +1,59 @@
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<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<record id="view_repair_warranty_coverage_list" model="ir.ui.view">
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<field name="name">fusion.repair.warranty.coverage.list</field>
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<field name="model">fusion.repair.warranty.coverage</field>
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<field name="arch" type="xml">
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<list string="Repair Warranty Coverage">
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<field name="name"/>
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<field name="repair_id"/>
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<field name="partner_id"/>
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<field name="product_id"/>
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<field name="start_date"/>
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<field name="coverage_days"/>
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<field name="expiry_date"/>
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<field name="is_active" widget="boolean_toggle"/>
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</list>
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</field>
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</record>
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<record id="view_repair_warranty_coverage_form" model="ir.ui.view">
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<field name="name">fusion.repair.warranty.coverage.form</field>
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<field name="model">fusion.repair.warranty.coverage</field>
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<field name="arch" type="xml">
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<form string="Warranty Coverage">
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<sheet>
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<div class="oe_title">
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<h1>
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<field name="name" readonly="1"/>
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</h1>
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</div>
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<group>
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<group>
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<field name="repair_id" options="{'no_create': True}"/>
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<field name="partner_id" readonly="1"/>
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<field name="product_id" readonly="1"/>
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<field name="lot_id" readonly="1"/>
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</group>
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<group>
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<field name="start_date"/>
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<field name="coverage_days"/>
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<field name="expiry_date" readonly="1"/>
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<field name="is_active" readonly="1" widget="boolean_toggle"/>
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<field name="company_id" groups="base.group_multi_company"/>
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</group>
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</group>
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<field name="notes"/>
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</sheet>
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</form>
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</field>
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</record>
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<record id="action_repair_warranty_coverage" model="ir.actions.act_window">
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<field name="name">Repair Warranties</field>
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<field name="res_model">fusion.repair.warranty.coverage</field>
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<field name="view_mode">list,form</field>
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</record>
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</odoo>
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74
fusion_repairs/views/service_catalog_views.xml
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74
fusion_repairs/views/service_catalog_views.xml
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@@ -0,0 +1,74 @@
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<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<record id="view_repair_service_catalog_list" model="ir.ui.view">
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<field name="name">fusion.repair.service.catalog.list</field>
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<field name="model">fusion.repair.service.catalog</field>
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<field name="arch" type="xml">
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<list string="Service Catalogue">
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<field name="sequence" widget="handle"/>
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<field name="name"/>
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<field name="product_category_id"/>
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<field name="service_product_id"/>
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<field name="estimated_hours"/>
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<field name="estimated_cost" widget="monetary"/>
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<field name="auto_schedule"/>
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<field name="active" widget="boolean_toggle"/>
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<field name="company_currency_id" column_invisible="True"/>
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</list>
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</field>
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</record>
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<record id="view_repair_service_catalog_form" model="ir.ui.view">
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<field name="name">fusion.repair.service.catalog.form</field>
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<field name="model">fusion.repair.service.catalog</field>
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<field name="arch" type="xml">
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<form string="Service Catalogue Entry">
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<sheet>
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<div class="oe_title">
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<label for="name"/>
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<h1>
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<field name="name" placeholder="e.g. Stairlift Motor Replacement"/>
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</h1>
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</div>
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<group>
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<group>
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<field name="code"/>
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<field name="product_category_id"
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options="{'no_create': True}"/>
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<field name="task_type"/>
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<field name="company_id" groups="base.group_multi_company"/>
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</group>
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<group>
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<field name="estimated_hours" widget="float_time"/>
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<field name="estimated_cost" widget="monetary"/>
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<field name="auto_schedule"/>
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<field name="active"/>
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<field name="company_currency_id" invisible="1"/>
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</group>
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</group>
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<separator string="Auto-Match"/>
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<field name="symptom_keywords"
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placeholder="Comma-separated keywords (e.g. motor, stuck, won't move)"/>
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<separator string="Billing"/>
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<group>
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<field name="service_product_id"
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options="{'no_create': True}"/>
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<field name="pricelist_id"
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options="{'no_create': True}"/>
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</group>
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<field name="default_parts_product_ids" widget="many2many_tags"
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options="{'no_create': True}"/>
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</sheet>
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</form>
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</field>
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</record>
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<record id="action_repair_service_catalog" model="ir.actions.act_window">
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<field name="name">Service Catalogue</field>
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<field name="res_model">fusion.repair.service.catalog</field>
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<field name="view_mode">list,form</field>
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</record>
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</odoo>
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