feat(fusion_repairs): Bundle 11 - CS guided troubleshooting flowcharts + vendor PO
Two big workflow additions:
1. Visual drag-and-drop flowchart designer (Drawflow) + card-by-card runner
(with show-whole-tree toggle) so admins build per-(category, symptom)
decision trees with embedded photos/videos and CS walks callers through
them on the phone. Resolved-on-call closes the repair; escalated copies
the full transcript into internal_notes so the dispatched tech sees what
was already tried before they arrive at the client.
2. Vendor + draft-PO + factory-tracking on the part-order capture. Tech on
the phone with the factory picks the vendor from contacts, types the OEM
part #, cost, ETA date (calendar widget), factory ticket #, RA #, ticks
under_warranty, and the system auto-creates a draft purchase.order with
the right product (looked up or created from OEM) + activity for the
office on the ETA day + client email with ETA prominently shown and
cost intentionally omitted.
NEW MODELS
fusion.repair.symptom.class - lookup table (category + name + code).
Replaces the flat x_fc_issue_category Char on repair.order. Seeded with
7 stairlift symptoms + lighter coverage for hospital bed / porch lift /
lift chair. Equipment Class added to fusion.repair.product.category
(this carried over from the Bundle 10 plan).
fusion.repair.flowchart + .node + .edge - design-time graph.
- flowchart has name, category, symptom, version, published flag,
canvas_layout (Drawflow JSON), node_ids, edge_ids, computed start_node
- node has node_type (question / suggestion / info / outcome),
content_html, media_ids (M2M ir.attachment for photos + videos),
is_start, outcome_kind (resolved / escalate / order_part),
canvas_x/y for Drawflow round-trip
- edge has source, target, label, sequence - supports N-ary branching
(not just Yes/No)
- designer_load() and designer_save(payload) RPC API the OWL component
consumes; save is atomic-replace + bumps version + soft-validates
fusion.repair.flowchart.run + .step - runtime sessions.
- One run per repair, audited; runtime_start_or_resume() returns the
existing in-progress run or creates a fresh one for the matching chart
- runtime_choose(edge_id, cs_note) records a step + advances current_node
- runtime_complete(outcome) snapshots final node + calls _apply_outcome:
resolved -> auto-close via action_repair_start + action_repair_end,
set x_fc_resolved_on_call, post transcript to chatter
escalated -> prepend transcript to repair.internal_notes so the tech
sees it first when they open the form
order_part -> chatter note; tech opens visit-report wizard next
abandoned -> just save transcript
- Each step snapshots node_name + chosen_label at write time so the
transcript survives later chart edits without breaking.
REPAIR.ORDER EXTENSIONS
- x_fc_symptom_class_id (M2O) - new structured symptom field
- x_fc_resolved_on_call (Boolean, tracked) - true after a resolved outcome
- x_fc_flowchart_run_ids + x_fc_flowchart_run_count
- action_start_troubleshoot() - opens the runner client action, raises a
helpful UserError if no symptom set or no published chart exists
- action_view_flowchart_runs() smart button
- x_fc_issue_category renamed string to "(legacy)" - kept for back-compat
+ AI prompt context; new intakes set the M2O
DRAWFLOW DESIGNER (OWL)
static/src/lib/drawflow/drawflow.min.{js,css} - vendored Drawflow 0.0.59
(MIT). Loaded only in web.assets_backend, ~48KB total.
components/flowchart_designer/flowchart_designer.{js,xml,scss}:
- Client action "fusion_repair_flowchart_designer" with full drag-drop
canvas + zoom + pan
- 4 custom node templates color-banded by type (question blue,
suggestion green, info gray, outcome red/green/amber per outcome_kind)
- Right-panel editor for selected node: title, type, outcome kind,
content (HTML), media uploader (drag-drop or click), set-as-start
toggle, per-outgoing-edge label editor
- Save serializes Drawflow JSON to canvas_layout + atomic-replaces the
structured node/edge rows via the designer_save RPC
CARD RUNNER (OWL)
components/flowchart_runner/flowchart_runner.{js,xml,scss}:
- Client action "fusion_repair_flowchart_runner"
- DEFAULT MODE: card-by-card. One big card per node, embedded photos +
inline <video controls>, answer buttons sized for phone use, CS note
textarea (saved as cs_note on the step), running transcript at the
bottom
- TOGGLE: "Show Whole Tree" loads the same Drawflow lib in read-only
fixed mode, imports the canvas_layout JSON, highlights current node
yellow / visited green via .fr-current / .fr-visited classes
- Outcome buttons drive the right runtime_complete() call; success
notifications + auto-return to the parent repair form
- "Abandon & Escalate" header button at all times - transcript is saved
even on bail-out so the dispatched tech still benefits
PART ORDER + VENDOR PO
repair.part.order new fields:
vendor_partner_id (M2O res.partner, is_company domain), purchase_order_id
(auto-created draft PO), product_id (auto-resolved or created),
unit_cost (Monetary) + currency_id, internal_po_ref, factory_ticket_ref,
factory_ra_number, under_warranty.
action_create_draft_po() - resolves product.product by OEM (default_code)
or creates a new one in a "Spare Parts" product.category, creates a
purchase.order in draft state with one line (product + qty + price_unit
+ date_planned from expected_date or +7d), stamps Westin's internal PO
ref as partner_ref so the factory can find it on return. Office reviews
and confirms via the normal Odoo flow.
_schedule_eta_activity() - schedules a Repair: Assign Technician activity
on the parent repair.order due on expected_date, assigned to
repair.user_id, so the office is reminded to call the client and book
the return visit on the day parts arrive.
VISIT-REPORT WIZARD PARTLINE EXTENSIONS
Same new fields exposed inline on the partline list so the tech captures
everything on the phone with the factory in one form:
vendor_partner_id (vendors-only filter), unit_cost + currency,
expected_date (calendar widget) replacing expected_lead_days as the
preferred input, under_warranty, internal_po_ref, factory_ticket_ref,
factory_ra_number, create_draft_po (default True - auto-builds PO on
submit when vendor + cost are both set).
CLIENT EMAIL TIGHTENED
email_template_parts_ordered:
- Subject now includes ETA "Parts ordered for your stairlift - expected 2026-06-06"
- Hero ETA panel: large blue-bordered card with "Expected Arrival" label
and the date in 24px bold
- Cost INTENTIONALLY OMITTED - "Our office will call you to confirm a
return visit time. If you have any questions about pricing or
scheduling, please reach out to our office directly."
- "There is nothing for you to do right now." callout
UI
- repair.order form header: new "Start Troubleshooting" button (info
style, sitemap icon, visible when state in (draft, confirmed,
under_repair) AND symptom is set)
- repair.order form intake row: x_fc_symptom_class_id picker filtered to
the category, x_fc_resolved_on_call display when true
- repair.part.order form: header button "Create Draft Purchase Order"
+ new Vendor / Cost / Warranty group + System group with the PO link
- Intake wizard equipment line: symptom_class_id picker
- New menus:
Configuration > Symptom Classes
Configuration > Troubleshooting Flowcharts
Fusion Repairs > Troubleshooting Sessions (run history)
SECURITY
18 new ACL rows for the 6 new models, scoped Manager-full / User-read /
FieldTech-read. Flowchart runs and steps get write access for User so CS
can record steps; Manager owns flowchart + node + edge CRUD.
POST-MIGRATION (19.0.2.2.0)
Existing installs: walks all distinct (category, x_fc_issue_category) text
pairs on repair.order, creates a placeholder fusion.repair.symptom.class
per pair (or reuses an existing match by code/name), back-fills the new
x_fc_symptom_class_id M2O. Idempotent + safe to re-run.
DEPENDENCY
Added 'purchase' to depends (action_create_draft_po needs purchase.order).
VERIFIED END-TO-END on local westin-v19 (Margaret persona, 0 bugs):
STEP 0 seed: chart v1 8 nodes / 12 edges / published, 7 stairlift
symptoms, stairlift class=lift_elevating
STEP 1 CS creates RO-202605-60 with symptom Not Moving
STEP 2 Start Troubleshooting -> client action tag returned
STEP 3 walk run: Power on? Yes -> Seatbelt? Yes -> Swivel? Yes ->
outcome 'Still not moving - dispatch technician'
(outcome_kind=escalate)
STEP 4 runtime_complete('escalated') -> internal_notes prepended with
CS troubleshooting summary
STEP 5 visit-report parts_needed with vendor Handicare + cost $425 +
warranty + factory refs -> PART-00008 created + draft
PO 26690 auto-built with line "Handicare 1100 control
board" qty 1 @ $425, partner_ref WH-2026-1042
STEP 6 mark_ordered -> client email queued (NO cost mentioned, ETA
shown prominently) + office activity scheduled for
2026-06-06
STEP 7 fresh resume returns same run; resolved outcome auto-closes the
repair (state=done, x_fc_resolved_on_call=True)
Bumped to 19.0.2.2.0.
Co-authored-by: Cursor <cursoragent@cursor.com>
This commit is contained in:
gsinghpal
@@ -320,6 +320,7 @@ class RepairIntakeWizard(models.TransientModel):
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'urgency': eq.urgency,
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'issue_summary': eq.issue_summary or '',
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'issue_category': eq.issue_category or '',
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'symptom_class_id': eq.symptom_class_id.id or False,
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'internal_notes': eq.internal_notes or '',
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'schedule_date': eq.scheduled_date or False,
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'photo_attachment_ids': eq.photo_ids.ids if eq.photo_ids else [],
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@@ -391,8 +392,17 @@ class RepairIntakeWizardEquipment(models.TransientModel):
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help='One-line summary of what is wrong (e.g. "stairlift stops halfway up").',
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)
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issue_category = fields.Char(
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string='Symptom Category',
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help='Optional symptom tag for catalogue matching (e.g. "battery", "motor").',
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string='Symptom Category (legacy text)',
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help='Free-text symptom tag - kept for backwards compat. New intakes '
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'should pick the structured Symptom M2O below.',
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)
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# Bundle 11: proper symptom classification - drives flowchart lookup.
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symptom_class_id = fields.Many2one(
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'fusion.repair.symptom.class',
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string='Symptom',
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domain="[('category_id', '=', repair_category_id)]",
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help='Pick the symptom to enable the Start Troubleshooting button '
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'on the resulting repair (if a published flowchart exists).',
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)
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internal_notes = fields.Text(string='Internal Notes')
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@@ -83,8 +83,12 @@
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</group>
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<field name="issue_summary"
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placeholder="One-line summary (e.g. 'stairlift stops halfway up')"/>
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<field name="symptom_class_id"
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context="{'default_category_id': repair_category_id}"
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options="{'no_quick_create': True}"
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invisible="not repair_category_id"/>
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<field name="issue_category"
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placeholder="Symptom tag (e.g. battery, motor, remote)"/>
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placeholder="Legacy free-text tag (optional)"/>
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<field name="internal_notes" placeholder="Internal notes"/>
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<separator string="Photos / Videos"/>
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<field name="photo_ids" widget="many2many_binary"/>
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@@ -441,6 +441,12 @@ class RepairVisitReportWizard(models.TransientModel):
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'mimetype': att.mimetype,
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})
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photo_ids.append(copied.id)
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# Bundle 11: prefer the explicit calendar-picked expected_date,
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# fall back to today + expected_lead_days.
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expected = line.expected_date or (
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fields.Date.context_today(self) + timedelta(days=line.expected_lead_days)
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if line.expected_lead_days else False
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)
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part = PartOrder.create({
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'repair_order_id': repair.id,
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'description': line.description,
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@@ -449,12 +455,33 @@ class RepairVisitReportWizard(models.TransientModel):
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'quantity': line.quantity or 1.0,
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'notes': line.notes,
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'photo_ids': [(6, 0, photo_ids)] if photo_ids else False,
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'expected_date': line.expected_lead_days and (
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fields.Date.context_today(self)
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+ timedelta(days=line.expected_lead_days)
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) or False,
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'expected_date': expected,
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# Bundle 11 vendor / cost / warranty / factory refs
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'vendor_partner_id': line.vendor_partner_id.id or False,
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'unit_cost': line.unit_cost or 0.0,
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'currency_id': line.currency_id.id or False,
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'under_warranty': line.under_warranty,
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'internal_po_ref': line.internal_po_ref or False,
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'factory_ticket_ref': line.factory_ticket_ref or False,
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'factory_ra_number': line.factory_ra_number or False,
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})
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max_lead = max(max_lead, int(line.expected_lead_days or 0))
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# Auto-create the draft PO when the tech captured a vendor + cost
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# AND opted in (create_draft_po default=True).
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if line.create_draft_po and line.vendor_partner_id and line.unit_cost:
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try:
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part.action_create_draft_po()
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except Exception:
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_logger.exception(
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'Could not auto-create draft PO for part %s on repair %s',
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part.name, repair.name,
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)
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lead_days = (
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line.expected_lead_days
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if line.expected_lead_days
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else (int((expected - fields.Date.context_today(self)).days)
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if expected else 0)
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)
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max_lead = max(max_lead, int(lead_days or 0))
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repair.write({
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'x_fc_parts_awaiting': True,
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'x_fc_parts_eta_date': (
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@@ -618,11 +645,16 @@ class RepairVisitReportWizardLine(models.TransientModel):
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class RepairVisitReportWizardPartLine(models.TransientModel):
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"""Bundle 8: parts the tech needs the office to ORDER from the manufacturer.
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"""Bundle 8 + 11: parts the tech needs the office to ORDER from the
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manufacturer.
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Captured during the visit report when outcome='parts_needed'; one record per
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distinct part. On wizard confirm, each line creates a
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fusion.repair.part.order which is the procurement-facing record.
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Bundle 11 adds: vendor picker (filtered to vendors), unit cost, expected
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arrival date (calendar widget), factory ticket/RA refs, and a warranty
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flag - everything the tech captures over the phone with the factory.
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"""
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_name = 'fusion.repair.visit.report.wizard.partline'
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_description = 'Visit Report - Part to Order'
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@@ -638,17 +670,59 @@ class RepairVisitReportWizardPartLine(models.TransientModel):
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help='Plain English (e.g. "Handicare 1100 right armrest").',
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)
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oem_part_number = fields.Char(string='OEM #')
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manufacturer = fields.Char(string='Manufacturer')
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manufacturer = fields.Char(string='Manufacturer (free text)')
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quantity = fields.Float(default=1.0, required=True)
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expected_lead_days = fields.Integer(
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string='Lead Time (days)',
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default=7,
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help='Tech estimate. Office uses this to set client ETA expectations.',
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)
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expected_date = fields.Date(
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string='Expected Arrival',
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help='Calendar pick. If the factory confirmed a specific date, use it - '
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'otherwise leave blank and the lead-time days will be used.',
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)
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notes = fields.Text(string='Notes for Procurement')
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# Bundle 11: vendor + cost + warranty + factory tracking.
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vendor_partner_id = fields.Many2one(
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'res.partner',
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string='Vendor',
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domain="[('is_company', '=', True)]",
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help='Pick the vendor from our contacts. Quickly searchable while '
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'on the phone with the factory.',
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)
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unit_cost = fields.Monetary(
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string='Unit Cost',
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currency_field='currency_id',
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)
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currency_id = fields.Many2one(
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'res.currency',
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default=lambda self: self.env.company.currency_id,
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)
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under_warranty = fields.Boolean(
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string='Factory Warranty',
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help='Tick if the factory confirmed warranty coverage on the call.',
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)
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internal_po_ref = fields.Char(
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string='PO # read to factory',
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help='Westin PO number the tech gave the factory for tracking.',
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)
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factory_ticket_ref = fields.Char(string='Factory Ticket #')
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factory_ra_number = fields.Char(
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string='Factory RA #',
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help='Return Authorization (when factory issues a warranty replacement).',
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)
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photo_ids = fields.Many2many(
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'ir.attachment',
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'fusion_repair_visit_partline_photo_rel',
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'partline_id', 'attachment_id',
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string='Photos',
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)
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create_draft_po = fields.Boolean(
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string='Create draft PO',
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default=True,
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help='When ticked AND a vendor + cost are filled in, the wizard '
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'auto-creates a draft purchase.order on submit so the office '
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'can review and send it.',
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)
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@@ -60,11 +60,21 @@
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<list editable="bottom">
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<field name="description"/>
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<field name="oem_part_number"/>
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<field name="manufacturer"/>
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<field name="vendor_partner_id"
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options="{'no_quick_create': True}"/>
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<field name="quantity"/>
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<field name="expected_lead_days"/>
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<field name="notes" optional="show"/>
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<field name="photo_ids" widget="many2many_binary"/>
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<field name="unit_cost" widget="monetary"/>
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<field name="currency_id" column_invisible="True"/>
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<field name="expected_date" widget="date"/>
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<field name="expected_lead_days" optional="hide"/>
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<field name="under_warranty" optional="show"/>
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<field name="internal_po_ref" optional="hide"/>
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<field name="factory_ticket_ref" optional="hide"/>
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<field name="factory_ra_number" optional="hide"/>
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<field name="create_draft_po" optional="show"/>
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<field name="manufacturer" optional="hide"/>
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<field name="notes" optional="hide"/>
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<field name="photo_ids" widget="many2many_binary" optional="show"/>
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</list>
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</field>
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Block a user