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>

fusion_repairs/__manifest__.py

@@ -76,6 +76,8 @@ Copyright (C) 2024-2026 Nexa Systems Inc. All rights reserved.
         # Views
         'views/repair_product_category_views.xml',
         'views/intake_template_views.xml',
+        'views/service_catalog_views.xml',
+        'views/repair_warranty_views.xml',
         'views/repair_order_views.xml',
         'views/res_partner_views.xml',
         'views/res_users_views.xml',
@@ -83,8 +85,9 @@ Copyright (C) 2024-2026 Nexa Systems Inc. All rights reserved.
         # Portal templates
         'views/portal_sales_rep_templates.xml',
         'views/portal_client_repair_templates.xml',
-        # Wizard
+        # Wizards
         'wizard/repair_intake_wizard_views.xml',
+        'wizard/repair_visit_report_wizard_views.xml',
         # Menus (last, after all referenced actions exist)
         'views/menus.xml',
     ],

fusion_repairs/models/__init__.py

@@ -6,6 +6,8 @@ from . import repair_product_category
 from . import intake_template
 from . import intake_question
 from . import intake_answer
+from . import service_catalog
+from . import repair_warranty
 from . import product_template
 from . import res_partner
 from . import res_users

fusion_repairs/models/intake_service.py

@@ -132,6 +132,15 @@ class FusionRepairIntakeService(models.AbstractModel):
         # Persist intake answers.
         self._create_answers(repair, item.get('answers') or [])
 
+        # Service catalogue auto-match.
+        self._match_service_catalog(repair, item)
+
+        # Check our own repair-warranty (30/90 day re-do free).
+        self._check_repair_warranty(repair)
+
+        # Optional AI brief generation - never blocks intake.
+        self._generate_ai_summary(repair, item)
+
         # Attach photos.
         photo_ids = item.get('photo_attachment_ids') or []
         if photo_ids:
@@ -146,7 +155,11 @@ class FusionRepairIntakeService(models.AbstractModel):
         self._schedule_activities(repair)
 
         # Optional dispatch draft task (urgent / safety).
-        if repair.x_fc_urgency in ('urgent', 'safety'):
+        # Skip if the catalogue match already auto-created one.
+        if (
+            repair.x_fc_urgency in ('urgent', 'safety')
+            and not repair.x_fc_technician_task_ids
+        ):
             self._create_dispatch_task(repair)
 
         # Emails (client + office).
@@ -178,6 +191,102 @@ class FusionRepairIntakeService(models.AbstractModel):
             parts.append('<p><strong>Notes:</strong> %s</p>' % notes)
         return ''.join(parts)
 
+    # ------------------------------------------------------------------
+    # SERVICE CATALOGUE MATCH
+    # ------------------------------------------------------------------
+    @api.model
+    def _match_service_catalog(self, repair, item):
+        category = repair.x_fc_repair_category_id
+        if not category:
+            return
+        text_hints = [
+            (item.get('issue_summary') or ''),
+            (item.get('issue_category') or ''),
+            (item.get('internal_notes') or ''),
+        ]
+        catalog = self.env['fusion.repair.service.catalog'].sudo().find_best_match(
+            category.id, text_hints,
+        )
+        if not catalog:
+            return
+        repair.write({
+            'x_fc_service_catalog_id': catalog.id,
+            'x_fc_estimated_duration': catalog.estimated_hours,
+            'x_fc_estimated_cost': catalog.estimated_cost,
+        })
+        # Auto-create dispatch task if catalogue says so (in addition to urgency rule).
+        if catalog.auto_schedule and repair.x_fc_technician_task_count == 0:
+            self._create_dispatch_task(repair)
+
+    # ------------------------------------------------------------------
+    # REPAIR WARRANTY (our 30/90-day re-do free)
+    # ------------------------------------------------------------------
+    @api.model
+    def _check_repair_warranty(self, repair):
+        if not repair.partner_id:
+            return
+        warranty = self.env['fusion.repair.warranty.coverage'].sudo() \
+            .find_active_for(repair.partner_id.id, repair.product_id.id or None,
+                             repair.lot_id.id or None)
+        if not warranty:
+            return
+        repair.message_post(
+            body=_(
+                'This repair MAY be covered by our active warranty <b>%(ref)s</b> '
+                '(expires %(exp)s). Manager review recommended before invoicing.',
+                ref=warranty.name,
+                exp=warranty.expiry_date,
+            ),
+            message_type='comment',
+        )
+
+    # ------------------------------------------------------------------
+    # AI SUMMARY (try/fallback per fusion-api-integration rule)
+    # ------------------------------------------------------------------
+    @api.model
+    def _generate_ai_summary(self, repair, item):
+        try:
+            ApiService = self.env.get('fusion.api.service')
+            if not ApiService:
+                return
+            issue = (item.get('issue_summary') or '').strip()
+            if not issue:
+                return
+            category = repair.x_fc_repair_category_id.name or 'medical equipment'
+            urgency = repair.x_fc_urgency or 'normal'
+            messages = [
+                {
+                    'role': 'system',
+                    'content': (
+                        'You are an assistant for a medical equipment repair service. '
+                        'Given an intake note, output ONE short paragraph (under 80 words) '
+                        'briefing the technician about: likely cause, what to bring, and '
+                        'any safety considerations. NEVER provide medical advice. NEVER '
+                        'recommend stopping equipment use. NEVER claim a definitive cause. '
+                        'Plain English, no jargon.'
+                    ),
+                },
+                {
+                    'role': 'user',
+                    'content': (
+                        f'Equipment category: {category}\n'
+                        f'Urgency: {urgency}\n'
+                        f'Issue: {issue}\n'
+                        f'Notes: {(item.get("internal_notes") or "").strip()}'
+                    ),
+                },
+            ]
+            summary = ApiService.call_openai(
+                consumer='fusion_repairs',
+                feature='intake_triage',
+                messages=messages,
+                max_tokens=200,
+            )
+            if summary:
+                repair.x_fc_ai_summary = summary.strip()
+        except Exception as e:
+            _logger.info('AI intake summary skipped: %s', e)
+
     # ------------------------------------------------------------------
     # ORIGINAL SO AUTO-LINK
     # ------------------------------------------------------------------

fusion_repairs/models/repair_order.py

@@ -5,6 +5,7 @@
 from datetime import timedelta
 
 from odoo import api, fields, models, _
+from odoo.exceptions import UserError
 
 
 INTAKE_SOURCES = [
@@ -62,6 +63,14 @@ class RepairOrder(models.Model):
         'repair_id',
         string='Intake Answers',
     )
+
+    # Catalogue match (Phase 2)
+    x_fc_service_catalog_id = fields.Many2one(
+        'fusion.repair.service.catalog',
+        string='Service Catalogue Match',
+        index=True,
+        help='Auto-matched catalogue entry that pre-fills estimated cost and duration.',
+    )
     x_fc_intake_answer_count = fields.Integer(
         compute='_compute_intake_answer_count',
     )
@@ -279,3 +288,35 @@ class RepairOrder(models.Model):
             'view_mode': 'form',
             'res_id': self.x_fc_original_sale_order_id.id,
         }
+
+    # ------------------------------------------------------------------
+    # WIZARDS / PAYMENT
+    # ------------------------------------------------------------------
+    def action_open_visit_report(self):
+        self.ensure_one()
+        return {
+            'type': 'ir.actions.act_window',
+            'name': _('Visit Report'),
+            'res_model': 'fusion.repair.visit.report.wizard',
+            'view_mode': 'form',
+            'target': 'new',
+            'context': {
+                'default_repair_id': self.id,
+                'default_labour_hours': self.x_fc_estimated_duration or 1.0,
+            },
+        }
+
+    def action_collect_payment(self):
+        """Open the Poynt payment wizard for the linked posted invoice."""
+        self.ensure_one()
+        # Resolve the linked invoice via the standard repair -> SO -> invoice chain.
+        if not self.sale_order_id:
+            raise UserError(_('Confirm a sale order from this repair first.'))
+        invoice = self.sale_order_id.invoice_ids.filtered(
+            lambda m: m.state == 'posted' and m.payment_state in ('not_paid', 'partial')
+        )[:1]
+        if not invoice:
+            raise UserError(_('No posted, unpaid invoice was found for this repair.'))
+        if hasattr(invoice, 'action_open_poynt_payment_wizard'):
+            return invoice.action_open_poynt_payment_wizard()
+        raise UserError(_('Poynt payment is not available - install or configure fusion_poynt.'))

fusion_repairs/models/repair_warranty.py

@@ -0,0 +1,121 @@
+# -*- coding: utf-8 -*-
+# Copyright 2024-2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+"""Repair warranty coverage.
+
+Tracks the 30/90-day warranty we offer on completed repair work.
+When a new repair is created on the same equipment within the
+coverage window, the intake wizard / portal shows a banner:
+"This repair may be covered by our warranty - no charge".
+
+Phase 2 ships the model + manual creation from a completed repair.
+Phase 4 will add automatic creation when a repair moves to 'done'.
+"""
+
+from datetime import timedelta
+
+from odoo import api, fields, models
+
+
+class FusionRepairWarrantyCoverage(models.Model):
+    _name = 'fusion.repair.warranty.coverage'
+    _description = 'Repair Warranty Coverage'
+    _order = 'expiry_date desc, id desc'
+
+    name = fields.Char(string='Reference', compute='_compute_name', store=True)
+    repair_id = fields.Many2one(
+        'repair.order',
+        string='Original Repair',
+        required=True,
+        ondelete='cascade',
+        index=True,
+    )
+    partner_id = fields.Many2one(
+        'res.partner',
+        string='Client',
+        related='repair_id.partner_id',
+        store=True,
+        index=True,
+    )
+    product_id = fields.Many2one(
+        'product.product',
+        string='Equipment',
+        related='repair_id.product_id',
+        store=True,
+        index=True,
+    )
+    lot_id = fields.Many2one(
+        'stock.lot',
+        string='Serial Number',
+        related='repair_id.lot_id',
+        store=True,
+    )
+
+    start_date = fields.Date(
+        string='Start Date',
+        required=True,
+        default=fields.Date.context_today,
+    )
+    coverage_days = fields.Integer(
+        string='Coverage Window (days)',
+        default=30,
+        required=True,
+    )
+    expiry_date = fields.Date(
+        string='Expires',
+        compute='_compute_expiry_date',
+        store=True,
+    )
+    is_active = fields.Boolean(
+        string='Active',
+        compute='_compute_is_active',
+        store=True,
+    )
+
+    notes = fields.Text()
+    company_id = fields.Many2one(
+        'res.company',
+        string='Company',
+        related='repair_id.company_id',
+        store=True,
+    )
+
+    @api.depends('repair_id.name', 'expiry_date')
+    def _compute_name(self):
+        for w in self:
+            w.name = (
+                f"Warranty {w.repair_id.name or '?'} (until {w.expiry_date or '?'})"
+            )
+
+    @api.depends('start_date', 'coverage_days')
+    def _compute_expiry_date(self):
+        for w in self:
+            if w.start_date and w.coverage_days:
+                w.expiry_date = w.start_date + timedelta(days=w.coverage_days)
+            else:
+                w.expiry_date = False
+
+    @api.depends('expiry_date')
+    def _compute_is_active(self):
+        today = fields.Date.context_today(self)
+        for w in self:
+            w.is_active = bool(w.expiry_date and w.expiry_date >= today)
+
+    # ------------------------------------------------------------------
+    # LOOKUP
+    # ------------------------------------------------------------------
+    @api.model
+    def find_active_for(self, partner_id, product_id=None, lot_id=None):
+        """Return active warranty coverage matching the partner + equipment, if any."""
+        if not partner_id:
+            return self.browse()
+        domain = [
+            ('partner_id', '=', partner_id),
+            ('is_active', '=', True),
+        ]
+        if lot_id:
+            domain.append(('lot_id', '=', lot_id))
+        elif product_id:
+            domain.append(('product_id', '=', product_id))
+        return self.search(domain, order='expiry_date desc', limit=1)

fusion_repairs/models/service_catalog.py

@@ -0,0 +1,141 @@
+# -*- coding: utf-8 -*-
+# Copyright 2024-2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+"""Service catalogue.
+
+Each fusion.repair.service.catalog record is a named repair / maintenance
+service (e.g. "Stairlift motor replacement", "Bed remote troubleshoot")
+with estimated duration, estimated cost, default parts, and symptom
+keywords used to auto-match an intake to the right catalogue entry.
+
+The catalogue feeds:
+- intake auto-match  -> sets x_fc_service_catalog_id +
+  x_fc_estimated_duration + x_fc_estimated_cost on the repair
+- visit report       -> default labour line + parts pre-fill
+- pricing variance   -> compares estimate vs actual
+"""
+
+from odoo import api, fields, models
+
+
+class FusionRepairServiceCatalog(models.Model):
+    _name = 'fusion.repair.service.catalog'
+    _description = 'Repair Service Catalogue Entry'
+    _order = 'sequence, name'
+
+    name = fields.Char(string='Service Name', required=True, translate=True)
+    code = fields.Char(string='Code', help='Stable identifier (lowercase, no spaces).')
+    sequence = fields.Integer(default=10)
+    active = fields.Boolean(default=True)
+    company_id = fields.Many2one(
+        'res.company', string='Company',
+        default=lambda self: self.env.company,
+    )
+
+    # Routing & matching
+    product_category_id = fields.Many2one(
+        'fusion.repair.product.category',
+        string='Equipment Category',
+        required=True,
+        index=True,
+    )
+    symptom_keywords = fields.Char(
+        string='Symptom Keywords',
+        help='Comma-separated keywords used to auto-match an intake to this catalogue entry. '
+             'Matched against the issue summary, issue category, and intake answer text.',
+    )
+
+    # Service product (what actually gets invoiced)
+    service_product_id = fields.Many2one(
+        'product.product',
+        string='Service Product',
+        domain=[('type', '=', 'service')],
+        help='Product line added to the repair sale order for the labour portion.',
+    )
+    default_parts_product_ids = fields.Many2many(
+        'product.product',
+        'fusion_repair_catalog_parts_rel',
+        'catalog_id', 'product_id',
+        string='Default Parts',
+        help='Parts typically used. Pre-loaded onto the visit report wizard for the tech to confirm.',
+    )
+    pricelist_id = fields.Many2one(
+        'product.pricelist',
+        string='Pricelist Override',
+        help='Optional pricelist applied to repair SOs from this catalogue entry. '
+             'Leave blank to use the partner default pricelist.',
+    )
+
+    # Estimates
+    estimated_hours = fields.Float(
+        string='Estimated Labour (h)',
+        default=1.0,
+        help='Used to size the technician task and the visit report labour default.',
+    )
+    estimated_cost = fields.Monetary(
+        string='Estimated Cost',
+        currency_field='company_currency_id',
+        help='Headline estimate shown to the client/CS during intake. Phase 1 is a flat number; '
+             'Phase 2+ may compute from labour + parts.',
+    )
+
+    # Automation hints
+    auto_schedule = fields.Boolean(
+        string='Auto-Create Tech Task',
+        help='When True, the intake service creates a draft technician task immediately for any '
+             'repair matched to this catalogue entry (even at normal urgency).',
+    )
+    task_type = fields.Selection(
+        [('delivery', 'Delivery'), ('repair', 'Repair'), ('pickup', 'Pickup'),
+         ('troubleshoot', 'Troubleshoot'), ('assessment', 'Assessment'),
+         ('installation', 'Installation'), ('maintenance', 'Maintenance'),
+         ('other', 'Other')],
+        string='Default Task Type',
+        default='repair',
+    )
+
+    company_currency_id = fields.Many2one(
+        'res.currency',
+        related='company_id.currency_id',
+        readonly=True,
+    )
+
+    @api.depends('name', 'code')
+    def _compute_display_name(self):
+        for c in self:
+            c.display_name = c.name or c.code or ''
+
+    # ------------------------------------------------------------------
+    # MATCHING
+    # ------------------------------------------------------------------
+    @api.model
+    def find_best_match(self, product_category_id, text_hints):
+        """Return the best-matching catalogue entry, or empty recordset.
+
+        :param product_category_id: int id of the equipment category
+        :param text_hints: list[str] - text snippets to look for symptom keywords in
+            (typically: issue_summary, issue_category, recent intake answer values)
+        """
+        if not product_category_id:
+            return self.browse()
+        haystack = ' '.join(s.lower() for s in (text_hints or []) if s).strip()
+        candidates = self.search([
+            ('product_category_id', '=', product_category_id),
+            ('active', '=', True),
+        ], order='sequence')
+        if not candidates:
+            return self.browse()
+        if not haystack:
+            return candidates[:1]
+        best = None
+        best_score = 0
+        for c in candidates:
+            kws = [k.strip().lower() for k in (c.symptom_keywords or '').split(',') if k.strip()]
+            score = sum(1 for kw in kws if kw and kw in haystack)
+            if score > best_score:
+                best = c
+                best_score = score
+        if best:
+            return best
+        return candidates[:1]

fusion_repairs/security/ir.model.access.csv

@@ -10,3 +10,9 @@ access_repair_intake_answer_manager,Intake Answer Manager Full,model_fusion_repa
 access_repair_intake_answer_tech_portal,Intake Answer Technician Read,model_fusion_repair_intake_answer,fusion_tasks.group_field_technician,1,0,0,0
 access_repair_intake_wizard_user,Intake Wizard User Full,model_fusion_repair_intake_wizard,group_fusion_repairs_user,1,1,1,1
 access_repair_intake_wizard_equipment_user,Intake Wizard Equipment User Full,model_fusion_repair_intake_wizard_equipment,group_fusion_repairs_user,1,1,1,1
+access_repair_service_catalog_user,Catalogue User Read,model_fusion_repair_service_catalog,group_fusion_repairs_user,1,0,0,0
+access_repair_service_catalog_manager,Catalogue Manager Full,model_fusion_repair_service_catalog,group_fusion_repairs_manager,1,1,1,1
+access_repair_warranty_user,Warranty User Read,model_fusion_repair_warranty_coverage,group_fusion_repairs_user,1,0,0,0
+access_repair_warranty_manager,Warranty Manager Full,model_fusion_repair_warranty_coverage,group_fusion_repairs_manager,1,1,1,1
+access_repair_visit_report_wizard_user,Visit Report Wizard User,model_fusion_repair_visit_report_wizard,group_fusion_repairs_user,1,1,1,1
+access_repair_visit_report_wizard_line_user,Visit Report Line User,model_fusion_repair_visit_report_wizard_line,group_fusion_repairs_user,1,1,1,1

fusion_repairs/views/menus.xml

@@ -45,4 +45,16 @@
               action="action_repair_intake_template"
               sequence="20"/>
 
+    <menuitem id="menu_fusion_repairs_service_catalog"
+              name="Service Catalogue"
+              parent="menu_fusion_repairs_configuration"
+              action="action_repair_service_catalog"
+              sequence="30"/>
+
+    <menuitem id="menu_fusion_repairs_warranty"
+              name="Repair Warranties"
+              parent="menu_fusion_repairs_configuration"
+              action="action_repair_warranty_coverage"
+              sequence="40"/>
+
 </odoo>

fusion_repairs/views/repair_order_views.xml

@@ -10,6 +10,22 @@
         <field name="inherit_id" ref="repair.view_repair_order_form"/>
         <field name="arch" type="xml">
 
+            <!-- Header action buttons (visit report + collect payment) -->
+            <xpath expr="//header" position="inside">
+                <button name="action_open_visit_report"
+                        type="object"
+                        string="Visit Report"
+                        class="btn-primary"
+                        invisible="state == 'cancel'"
+                        groups="fusion_repairs.group_fusion_repairs_user"/>
+                <button name="action_collect_payment"
+                        type="object"
+                        string="Collect Payment"
+                        class="btn-secondary"
+                        invisible="state != 'done'"
+                        groups="fusion_repairs.group_fusion_repairs_user"/>
+            </xpath>
+
             <!-- Smart buttons: Technician Tasks + Intake Answers + Original SO. -->
             <xpath expr="//div[hasclass('oe_button_box')]" position="inside">
                 <button name="action_view_technician_tasks"

fusion_repairs/views/repair_warranty_views.xml

@@ -0,0 +1,59 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <record id="view_repair_warranty_coverage_list" model="ir.ui.view">
+        <field name="name">fusion.repair.warranty.coverage.list</field>
+        <field name="model">fusion.repair.warranty.coverage</field>
+        <field name="arch" type="xml">
+            <list string="Repair Warranty Coverage">
+                <field name="name"/>
+                <field name="repair_id"/>
+                <field name="partner_id"/>
+                <field name="product_id"/>
+                <field name="start_date"/>
+                <field name="coverage_days"/>
+                <field name="expiry_date"/>
+                <field name="is_active" widget="boolean_toggle"/>
+            </list>
+        </field>
+    </record>
+
+    <record id="view_repair_warranty_coverage_form" model="ir.ui.view">
+        <field name="name">fusion.repair.warranty.coverage.form</field>
+        <field name="model">fusion.repair.warranty.coverage</field>
+        <field name="arch" type="xml">
+            <form string="Warranty Coverage">
+                <sheet>
+                    <div class="oe_title">
+                        <h1>
+                            <field name="name" readonly="1"/>
+                        </h1>
+                    </div>
+                    <group>
+                        <group>
+                            <field name="repair_id" options="{'no_create': True}"/>
+                            <field name="partner_id" readonly="1"/>
+                            <field name="product_id" readonly="1"/>
+                            <field name="lot_id" readonly="1"/>
+                        </group>
+                        <group>
+                            <field name="start_date"/>
+                            <field name="coverage_days"/>
+                            <field name="expiry_date" readonly="1"/>
+                            <field name="is_active" readonly="1" widget="boolean_toggle"/>
+                            <field name="company_id" groups="base.group_multi_company"/>
+                        </group>
+                    </group>
+                    <field name="notes"/>
+                </sheet>
+            </form>
+        </field>
+    </record>
+
+    <record id="action_repair_warranty_coverage" model="ir.actions.act_window">
+        <field name="name">Repair Warranties</field>
+        <field name="res_model">fusion.repair.warranty.coverage</field>
+        <field name="view_mode">list,form</field>
+    </record>
+
+</odoo>

fusion_repairs/views/service_catalog_views.xml

@@ -0,0 +1,74 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <record id="view_repair_service_catalog_list" model="ir.ui.view">
+        <field name="name">fusion.repair.service.catalog.list</field>
+        <field name="model">fusion.repair.service.catalog</field>
+        <field name="arch" type="xml">
+            <list string="Service Catalogue">
+                <field name="sequence" widget="handle"/>
+                <field name="name"/>
+                <field name="product_category_id"/>
+                <field name="service_product_id"/>
+                <field name="estimated_hours"/>
+                <field name="estimated_cost" widget="monetary"/>
+                <field name="auto_schedule"/>
+                <field name="active" widget="boolean_toggle"/>
+                <field name="company_currency_id" column_invisible="True"/>
+            </list>
+        </field>
+    </record>
+
+    <record id="view_repair_service_catalog_form" model="ir.ui.view">
+        <field name="name">fusion.repair.service.catalog.form</field>
+        <field name="model">fusion.repair.service.catalog</field>
+        <field name="arch" type="xml">
+            <form string="Service Catalogue Entry">
+                <sheet>
+                    <div class="oe_title">
+                        <label for="name"/>
+                        <h1>
+                            <field name="name" placeholder="e.g. Stairlift Motor Replacement"/>
+                        </h1>
+                    </div>
+                    <group>
+                        <group>
+                            <field name="code"/>
+                            <field name="product_category_id"
+                                   options="{'no_create': True}"/>
+                            <field name="task_type"/>
+                            <field name="company_id" groups="base.group_multi_company"/>
+                        </group>
+                        <group>
+                            <field name="estimated_hours" widget="float_time"/>
+                            <field name="estimated_cost" widget="monetary"/>
+                            <field name="auto_schedule"/>
+                            <field name="active"/>
+                            <field name="company_currency_id" invisible="1"/>
+                        </group>
+                    </group>
+                    <separator string="Auto-Match"/>
+                    <field name="symptom_keywords"
+                           placeholder="Comma-separated keywords (e.g. motor, stuck, won't move)"/>
+
+                    <separator string="Billing"/>
+                    <group>
+                        <field name="service_product_id"
+                               options="{'no_create': True}"/>
+                        <field name="pricelist_id"
+                               options="{'no_create': True}"/>
+                    </group>
+                    <field name="default_parts_product_ids" widget="many2many_tags"
+                           options="{'no_create': True}"/>
+                </sheet>
+            </form>
+        </field>
+    </record>
+
+    <record id="action_repair_service_catalog" model="ir.actions.act_window">
+        <field name="name">Service Catalogue</field>
+        <field name="res_model">fusion.repair.service.catalog</field>
+        <field name="view_mode">list,form</field>
+    </record>
+
+</odoo>

fusion_repairs/wizard/__init__.py

@@ -3,3 +3,4 @@
 # License OPL-1 (Odoo Proprietary License v1.0)
 
 from . import repair_intake_wizard
+from . import repair_visit_report_wizard

fusion_repairs/wizard/repair_visit_report_wizard.py

@@ -0,0 +1,194 @@
+# -*- 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

fusion_repairs/wizard/repair_visit_report_wizard_views.xml

@@ -0,0 +1,64 @@
+<?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>