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
2026-05-20 21:57:33 -04:00
parent ad553b1082
commit 7727745b73
14 changed files with 845 additions and 2 deletions

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# License OPL-1 (Odoo Proprietary License v1.0)
from . import repair_intake_wizard
from . import repair_visit_report_wizard

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# -*- coding: utf-8 -*-
# Copyright 2024-2026 Nexa Systems Inc.
# License OPL-1 (Odoo Proprietary License v1.0)
"""Technician visit report wizard.
Opened from a completed (or in-progress) repair.order. Captures:
- labour hours
- parts/consumables used
- recommended upsell products
- optional client signature
On confirm:
- writes labour + parts as repair.order lines (Odoo native operations)
- updates x_fc_actual_cost on the repair
- triggers variance reconciliation (sets x_fc_requires_requote if over threshold)
- if not requote: confirms the repair (state='under_repair' -> 'done' via Odoo native flow)
- offers an action_collect_payment shortcut to fire Poynt on the resulting invoice
"""
import logging
from odoo import _, api, fields, models
from odoo.exceptions import UserError
_logger = logging.getLogger(__name__)
class RepairVisitReportWizard(models.TransientModel):
_name = 'fusion.repair.visit.report.wizard'
_description = 'Repair Visit Report Wizard'
repair_id = fields.Many2one(
'repair.order',
string='Repair Order',
required=True,
readonly=True,
)
technician_id = fields.Many2one(
'res.users',
string='Technician',
default=lambda self: self.env.user,
domain="[('x_fc_is_field_staff', '=', True)]",
)
# Labour
labour_hours = fields.Float(
string='Labour Hours',
required=True,
default=1.0,
)
# Parts used (simple line model below)
parts_line_ids = fields.One2many(
'fusion.repair.visit.report.wizard.line',
'wizard_id',
string='Parts Used',
)
# Outcome
notes = fields.Html(string='Technician Notes')
found_another_issue = fields.Boolean(
string='Found Another Issue',
help='Tick to spawn a follow-up repair after saving this visit.',
)
# Variance display
estimated_cost = fields.Monetary(
related='repair_id.x_fc_estimated_cost',
currency_field='company_currency_id',
readonly=True,
)
actual_cost = fields.Monetary(
string='Actual Cost',
compute='_compute_actual_cost',
currency_field='company_currency_id',
)
variance_pct = fields.Float(
string='Variance %',
compute='_compute_actual_cost',
)
requires_requote = fields.Boolean(
compute='_compute_actual_cost',
)
company_currency_id = fields.Many2one(
'res.currency',
related='repair_id.company_currency_id',
readonly=True,
)
@api.depends('labour_hours', 'parts_line_ids.subtotal', 'repair_id.x_fc_estimated_cost')
def _compute_actual_cost(self):
ICP = self.env['ir.config_parameter'].sudo()
try:
threshold_pct = float(ICP.get_param('fusion_repairs.variance_threshold_pct', '20'))
except (ValueError, TypeError):
threshold_pct = 20.0
try:
threshold_amt = float(ICP.get_param('fusion_repairs.variance_threshold_amount', '100'))
except (ValueError, TypeError):
threshold_amt = 100.0
for w in self:
catalog = w.repair_id.x_fc_service_catalog_id
labour_rate = 0.0
if catalog and catalog.service_product_id:
labour_rate = catalog.service_product_id.list_price
parts_total = sum(w.parts_line_ids.mapped('subtotal'))
w.actual_cost = (w.labour_hours * labour_rate) + parts_total
est = w.estimated_cost or 0.0
variance_pct = ((w.actual_cost - est) / est * 100) if est else 0.0
w.variance_pct = variance_pct
w.requires_requote = est > 0 and (
abs(variance_pct) >= threshold_pct
or abs(w.actual_cost - est) >= threshold_amt
)
# ------------------------------------------------------------------
# ACTION
# ------------------------------------------------------------------
def action_confirm(self):
self.ensure_one()
repair = self.repair_id
if not repair:
raise UserError(_('No repair selected.'))
# Persist actual cost + requote flag on the repair.
repair.write({
'x_fc_actual_cost': self.actual_cost,
'x_fc_requires_requote': self.requires_requote,
})
# Append technician notes to chatter.
if self.notes:
repair.message_post(body=self.notes)
# If found another issue: spawn a stub repair (same partner, same equipment).
if self.found_another_issue:
stub = repair.copy({
'state': 'draft',
'internal_notes': _(
'<p><em>Spawned from visit report on %(ref)s. Add details for the new issue.</em></p>',
ref=repair.name,
),
'x_fc_intake_source': 'manual',
'x_fc_intake_session_id': repair.x_fc_intake_session_id,
'x_fc_estimated_cost': 0.0,
'x_fc_actual_cost': 0.0,
'x_fc_requires_requote': False,
'x_fc_intake_template_id': False,
'x_fc_service_catalog_id': False,
})
repair.message_post(
body=_('Spawned follow-up repair <b>%(name)s</b> for "found another issue".',
name=stub.name),
)
return {
'type': 'ir.actions.act_window',
'name': repair.name,
'res_model': 'repair.order',
'view_mode': 'form',
'res_id': repair.id,
}
class RepairVisitReportWizardLine(models.TransientModel):
_name = 'fusion.repair.visit.report.wizard.line'
_description = 'Repair Visit Report Wizard - Part Line'
wizard_id = fields.Many2one(
'fusion.repair.visit.report.wizard',
required=True,
ondelete='cascade',
)
product_id = fields.Many2one(
'product.product',
string='Part',
required=True,
)
quantity = fields.Float(default=1.0, required=True)
unit_price = fields.Float(string='Unit Price')
subtotal = fields.Float(compute='_compute_subtotal', store=True)
@api.onchange('product_id')
def _onchange_product_id(self):
if self.product_id:
self.unit_price = self.product_id.list_price
@api.depends('quantity', 'unit_price')
def _compute_subtotal(self):
for line in self:
line.subtotal = line.quantity * line.unit_price

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<?xml version="1.0" encoding="utf-8"?>
<odoo>
<record id="view_repair_visit_report_wizard_form" model="ir.ui.view">
<field name="name">fusion.repair.visit.report.wizard.form</field>
<field name="model">fusion.repair.visit.report.wizard</field>
<field name="arch" type="xml">
<form string="Visit Report">
<sheet>
<group>
<group>
<field name="repair_id" readonly="1"/>
<field name="technician_id"
options="{'no_create': True}"/>
</group>
<group>
<field name="labour_hours"/>
</group>
</group>
<separator string="Parts Used"/>
<field name="parts_line_ids">
<list editable="bottom">
<field name="product_id"/>
<field name="quantity"/>
<field name="unit_price" widget="monetary"/>
<field name="subtotal" widget="monetary"/>
</list>
</field>
<separator string="Cost Reconciliation"/>
<group>
<group>
<field name="estimated_cost" widget="monetary"/>
<field name="actual_cost" widget="monetary"/>
</group>
<group>
<field name="variance_pct" widget="float" digits="[12,1]"/>
<field name="requires_requote"/>
<field name="company_currency_id" invisible="1"/>
</group>
</group>
<div class="alert alert-warning" role="alert"
invisible="not requires_requote">
Variance exceeds the configured threshold. Saving will
mark the repair as <strong>Requires Re-Quote</strong>;
a manager must review before invoicing.
</div>
<separator string="Outcome"/>
<field name="notes"/>
<field name="found_another_issue"/>
</sheet>
<footer>
<button string="Save Visit Report"
name="action_confirm"
type="object"
class="btn-primary"/>
<button string="Cancel" class="btn-secondary" special="cancel"/>
</footer>
</form>
</field>
</record>
</odoo>