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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# License OPL-1 (Odoo Proprietary License v1.0)
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from . import repair_intake_wizard
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from . import repair_visit_report_wizard
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194
fusion_repairs/wizard/repair_visit_report_wizard.py
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194
fusion_repairs/wizard/repair_visit_report_wizard.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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"""Technician visit report wizard.
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Opened from a completed (or in-progress) repair.order. Captures:
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- labour hours
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- parts/consumables used
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- recommended upsell products
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- optional client signature
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On confirm:
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- writes labour + parts as repair.order lines (Odoo native operations)
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- updates x_fc_actual_cost on the repair
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- triggers variance reconciliation (sets x_fc_requires_requote if over threshold)
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- if not requote: confirms the repair (state='under_repair' -> 'done' via Odoo native flow)
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- offers an action_collect_payment shortcut to fire Poynt on the resulting invoice
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"""
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import logging
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from odoo import _, api, fields, models
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from odoo.exceptions import UserError
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_logger = logging.getLogger(__name__)
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class RepairVisitReportWizard(models.TransientModel):
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_name = 'fusion.repair.visit.report.wizard'
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_description = 'Repair Visit Report Wizard'
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repair_id = fields.Many2one(
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'repair.order',
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string='Repair Order',
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required=True,
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readonly=True,
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)
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technician_id = fields.Many2one(
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'res.users',
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string='Technician',
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default=lambda self: self.env.user,
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domain="[('x_fc_is_field_staff', '=', True)]",
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)
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# Labour
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labour_hours = fields.Float(
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string='Labour Hours',
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required=True,
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default=1.0,
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)
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# Parts used (simple line model below)
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parts_line_ids = fields.One2many(
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'fusion.repair.visit.report.wizard.line',
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'wizard_id',
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string='Parts Used',
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)
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# Outcome
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notes = fields.Html(string='Technician Notes')
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found_another_issue = fields.Boolean(
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string='Found Another Issue',
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help='Tick to spawn a follow-up repair after saving this visit.',
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)
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# Variance display
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estimated_cost = fields.Monetary(
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related='repair_id.x_fc_estimated_cost',
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currency_field='company_currency_id',
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readonly=True,
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)
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actual_cost = fields.Monetary(
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string='Actual Cost',
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compute='_compute_actual_cost',
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currency_field='company_currency_id',
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)
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variance_pct = fields.Float(
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string='Variance %',
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compute='_compute_actual_cost',
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)
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requires_requote = fields.Boolean(
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compute='_compute_actual_cost',
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)
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company_currency_id = fields.Many2one(
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'res.currency',
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related='repair_id.company_currency_id',
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readonly=True,
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)
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@api.depends('labour_hours', 'parts_line_ids.subtotal', 'repair_id.x_fc_estimated_cost')
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def _compute_actual_cost(self):
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ICP = self.env['ir.config_parameter'].sudo()
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try:
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threshold_pct = float(ICP.get_param('fusion_repairs.variance_threshold_pct', '20'))
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except (ValueError, TypeError):
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threshold_pct = 20.0
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try:
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threshold_amt = float(ICP.get_param('fusion_repairs.variance_threshold_amount', '100'))
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except (ValueError, TypeError):
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threshold_amt = 100.0
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for w in self:
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catalog = w.repair_id.x_fc_service_catalog_id
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labour_rate = 0.0
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if catalog and catalog.service_product_id:
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labour_rate = catalog.service_product_id.list_price
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parts_total = sum(w.parts_line_ids.mapped('subtotal'))
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w.actual_cost = (w.labour_hours * labour_rate) + parts_total
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est = w.estimated_cost or 0.0
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variance_pct = ((w.actual_cost - est) / est * 100) if est else 0.0
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w.variance_pct = variance_pct
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w.requires_requote = est > 0 and (
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abs(variance_pct) >= threshold_pct
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or abs(w.actual_cost - est) >= threshold_amt
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)
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# ------------------------------------------------------------------
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# ACTION
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# ------------------------------------------------------------------
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def action_confirm(self):
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self.ensure_one()
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repair = self.repair_id
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if not repair:
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raise UserError(_('No repair selected.'))
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# Persist actual cost + requote flag on the repair.
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repair.write({
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'x_fc_actual_cost': self.actual_cost,
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'x_fc_requires_requote': self.requires_requote,
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})
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# Append technician notes to chatter.
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if self.notes:
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repair.message_post(body=self.notes)
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# If found another issue: spawn a stub repair (same partner, same equipment).
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if self.found_another_issue:
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stub = repair.copy({
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'state': 'draft',
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'internal_notes': _(
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'<p><em>Spawned from visit report on %(ref)s. Add details for the new issue.</em></p>',
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ref=repair.name,
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),
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'x_fc_intake_source': 'manual',
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'x_fc_intake_session_id': repair.x_fc_intake_session_id,
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'x_fc_estimated_cost': 0.0,
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'x_fc_actual_cost': 0.0,
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'x_fc_requires_requote': False,
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'x_fc_intake_template_id': False,
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'x_fc_service_catalog_id': False,
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})
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repair.message_post(
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body=_('Spawned follow-up repair <b>%(name)s</b> for "found another issue".',
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name=stub.name),
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)
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return {
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'type': 'ir.actions.act_window',
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'name': repair.name,
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'res_model': 'repair.order',
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'view_mode': 'form',
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'res_id': repair.id,
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}
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class RepairVisitReportWizardLine(models.TransientModel):
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_name = 'fusion.repair.visit.report.wizard.line'
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_description = 'Repair Visit Report Wizard - Part Line'
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wizard_id = fields.Many2one(
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'fusion.repair.visit.report.wizard',
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required=True,
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ondelete='cascade',
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)
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product_id = fields.Many2one(
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'product.product',
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string='Part',
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required=True,
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)
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quantity = fields.Float(default=1.0, required=True)
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unit_price = fields.Float(string='Unit Price')
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subtotal = fields.Float(compute='_compute_subtotal', store=True)
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@api.onchange('product_id')
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def _onchange_product_id(self):
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if self.product_id:
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self.unit_price = self.product_id.list_price
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@api.depends('quantity', 'unit_price')
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def _compute_subtotal(self):
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for line in self:
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line.subtotal = line.quantity * line.unit_price
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64
fusion_repairs/wizard/repair_visit_report_wizard_views.xml
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64
fusion_repairs/wizard/repair_visit_report_wizard_views.xml
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@@ -0,0 +1,64 @@
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<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<record id="view_repair_visit_report_wizard_form" model="ir.ui.view">
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<field name="name">fusion.repair.visit.report.wizard.form</field>
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<field name="model">fusion.repair.visit.report.wizard</field>
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<field name="arch" type="xml">
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<form string="Visit Report">
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<sheet>
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<group>
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<group>
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<field name="repair_id" readonly="1"/>
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<field name="technician_id"
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options="{'no_create': True}"/>
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</group>
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<group>
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<field name="labour_hours"/>
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</group>
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</group>
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<separator string="Parts Used"/>
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<field name="parts_line_ids">
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<list editable="bottom">
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<field name="product_id"/>
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<field name="quantity"/>
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<field name="unit_price" widget="monetary"/>
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<field name="subtotal" widget="monetary"/>
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</list>
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</field>
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<separator string="Cost Reconciliation"/>
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<group>
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<group>
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<field name="estimated_cost" widget="monetary"/>
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<field name="actual_cost" widget="monetary"/>
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</group>
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<group>
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<field name="variance_pct" widget="float" digits="[12,1]"/>
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<field name="requires_requote"/>
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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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<div class="alert alert-warning" role="alert"
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invisible="not requires_requote">
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Variance exceeds the configured threshold. Saving will
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mark the repair as <strong>Requires Re-Quote</strong>;
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a manager must review before invoicing.
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</div>
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<separator string="Outcome"/>
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<field name="notes"/>
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<field name="found_another_issue"/>
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</sheet>
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<footer>
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<button string="Save Visit Report"
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name="action_confirm"
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type="object"
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class="btn-primary"/>
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<button string="Cancel" class="btn-secondary" special="cancel"/>
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</footer>
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</form>
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</field>
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</record>
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</odoo>
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