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feat(fusion_repairs): Bundle 8 - rush service + emergency pricing + parts-ordered workflow

Browse Source 
The grumpy-old-customer-with-broken-stairlift scenario. Four real workflows
the office faces every week, with comms baked in so the client never has to
call back asking for status.

NEW MODELS
- fusion.repair.emergency.charge (rate card)
  Per (category, tier) rate with per_tech_multiplier; 5 tiers
  (same_day / next_day / after_hours / weekend / holiday). Each category
  can have its own rates - bed motors need 2 techs, stairlift is single.
  Seeded with realistic Westin rates: stairlift same-day $250, weekend
  $450; porch lift same-day $300; bed same-day $175 with 0.6 multiplier
  (2-tech jobs frequent); powerchair same-day $200.

- fusion.repair.part.order (procurement-facing record)
  One per distinct part the tech needs from the manufacturer. Carries
  description + OEM # + manufacturer + quantity + photos + notes.
  4-state lifecycle: draft -> ordered -> received -> fitted (or
  cancelled). On state transitions:
    draft -> ordered:  email client "ordered, expected by X"
    ordered -> received: email client "arrived, scheduling return visit"
                         + auto-create follow-up dispatch task when ALL
                         outstanding parts on the repair have arrived.

REPAIR.ORDER EXTENSIONS
- Rush fields: x_fc_rush_requested, x_fc_rush_tier,
  x_fc_rush_techs_required, x_fc_rush_surcharge (computed via rate card),
  x_fc_rush_acknowledged_at + x_fc_rush_acknowledged_by_id (audit trail
  proving CS got verbal OK before charging).
- Parts-awaiting fields: x_fc_parts_awaiting + x_fc_parts_eta_date +
  x_fc_part_order_ids One2many + x_fc_part_order_count.

- New methods:
  * action_acknowledge_rush() - one-click "client agreed" with audit.
  * action_squeeze_into_today() - picks the lightest-loaded skilled tech,
    finds their first free 1-hour slot between 9am-6pm, schedules the
    task in it, sends:
      1) live bus.bus push to the tech (sticky notification in their
         web client - so they see it MID-SHIFT)
      2) rush-alert email (force_send=True - this can't wait in the queue)
      3) chatter post on the tech task itself
    Validates against fusion_tasks' time-conflict rule by passing
    force_schedule via context (intake.service honours it).
  * action_view_part_orders() - smart button.

WIZARD EXTENSIONS
- repair.intake.wizard:
  New rush_requested + rush_tier + rush_techs_required + rush_acknowledged
  controls. Live rush_surcharge_preview compute shows CS the price in
  real-time as they change category / tier / tech count. Yellow alert
  reminds CS to read the price to the client BEFORE submitting.

- repair.visit.report.wizard:
  New outcome radio: completed / parts_needed / rescheduled.
  When outcome=parts_needed, needs_parts_line_ids One2many appears for
  the tech to capture each part (description, OEM, manufacturer, qty,
  lead days, notes, photos). On submit each line creates a
  fusion.repair.part.order, the repair flips to x_fc_parts_awaiting=True
  with an ETA, and the client gets the "we found the problem, here's the
  plan" email immediately.

INTAKE SERVICE
- _create_dispatch_task now honours force_schedule (date + time_start +
  time_end) via context so squeeze + auto-redispatch don't crash on
  fusion_tasks' time-window validator.
- _create_single_repair carries rush_requested/tier/techs through to
  the new repair fields.

MAIL TEMPLATES (4 new)
- email_template_rush_tech_alert: red 4px accent, address + phone + the
  $surcharge - what the tech needs to know mid-shift.
- email_template_repair_awaiting_parts: amber accent, "we found the
  problem, parts ordered, return visit ~ETA, no action needed".
- email_template_parts_ordered: blue, per-part confirmation.
- email_template_parts_received: green, "arrived, office will call to
  confirm visit".

UI / NAVIGATION
- Backend wizard: rush controls + live surcharge preview + verbal-OK alert.
- repair.order form: new Rush / Parts notebook tab with all the fields
  + linked part orders list. Two new header buttons (Squeeze into
  Today / Client Agreed to Rush Price). Two new search filters
  (Rush, Awaiting Parts).
- Part Order form: statusbar with the 4 transitions + Cancel; notes +
  photos notebook tabs; full chatter for audit.
- Menus: 'Parts to Order' under root; 'Emergency Surcharges' under
  Configuration.

SECURITY
- 8 new ACL entries (emergency_charge user/manager; part_order
  user/dispatcher/manager/technician; visit_report partline for office
  and field tech). Office sees parts but only managers can edit
  emergency rates.

Verified end-to-end on local westin-v19 - all 4 scenarios green:
  S1 Same-day rush stairlift -> $250 surcharge, ack stamped, squeeze
     assigned garry@ at first free 1h slot today, alert email queued,
     chatter posted.
  S2 Next-day priority bed -> $0 surcharge (no rate seeded for bed
     next_day - office can configure), 4 emails queued (client + office).
  S3 2-tech weekend stairlift -> $675 (450 base + 0.5x base for 2nd tech).
  S4 Parts-needed visit-report -> 2 PART-#### records created, repair
     awaiting_parts=True, ETA=2026-06-06, office activity scheduled,
     client email sent. Marking part ordered -> client mail. Marking
     all parts received -> auto-dispatch follow-up + client mail.

Bumped to 19.0.1.9.1.

Co-authored-by: Cursor <cursoragent@cursor.com>
This commit is contained in:
gsinghpal
2026-05-21 01:28:13 -04:00
parent 4f1b7c2df6
commit ebbadb3002
18 changed files with 1367 additions and 8 deletions
Download Patch File Download Diff File Expand all files Collapse all files

5
fusion_repairs/__manifest__.py
View File

@@ -4,7 +4,7 @@
{
'name': 'Fusion Repairs',
'version': '19.0.1.8.0',
'version': '19.0.1.9.1',
'category': 'Inventory/Repairs',
'summary': 'Guided medical equipment repair intake, dispatch, maintenance, and self-service portal',
'description': """
@@ -75,6 +75,7 @@ Copyright (C) 2024-2026 Nexa Systems Inc. All rights reserved.
'data/repair_product_category_data.xml',
'data/intake_template_data.xml',
'data/self_check_data.xml',
'data/emergency_charge_data.xml',
# Views
'views/repair_product_category_views.xml',
'views/intake_template_views.xml',
@@ -82,8 +83,10 @@ Copyright (C) 2024-2026 Nexa Systems Inc. All rights reserved.
'views/repair_warranty_views.xml',
'views/maintenance_contract_views.xml',
'views/repair_dashboard_views.xml',
'views/repair_emergency_charge_views.xml',
'views/repair_inspection_views.xml',
'views/repair_order_views.xml',
'views/repair_part_order_views.xml',
'views/repair_service_plan_views.xml',
'views/sale_order_views.xml',
'views/technician_task_views.xml',

91
fusion_repairs/data/emergency_charge_data.xml Normal file
View File

@@ -0,0 +1,91 @@
<?xml version="1.0" encoding="utf-8"?>
<!--
Default rush / emergency rate card. Tuned for medical equipment in Ontario.
Office can edit these in Configuration -> Emergency Surcharges. noupdate=1
so admin tweaks survive module upgrades.
-->
<odoo>
<data noupdate="1">
<!-- Stairlift: high-risk-to-be-stranded equipment, top rates. -->
<record id="emerg_stairlift_same_day" model="fusion.repair.emergency.charge">
<field name="category_id" ref="category_stairlift"/>
<field name="tier">same_day</field>
<field name="base_amount">250.00</field>
<field name="per_tech_multiplier">0.5</field>
<field name="description">Same-day stairlift dispatch. Squeezed into today's route.</field>
</record>
<record id="emerg_stairlift_after_hours" model="fusion.repair.emergency.charge">
<field name="category_id" ref="category_stairlift"/>
<field name="tier">after_hours</field>
<field name="base_amount">350.00</field>
<field name="per_tech_multiplier">0.5</field>
</record>
<record id="emerg_stairlift_weekend" model="fusion.repair.emergency.charge">
<field name="category_id" ref="category_stairlift"/>
<field name="tier">weekend</field>
<field name="base_amount">450.00</field>
<field name="per_tech_multiplier">0.5</field>
</record>
<!-- Porch lift -->
<record id="emerg_porch_same_day" model="fusion.repair.emergency.charge">
<field name="category_id" ref="category_porch_lift"/>
<field name="tier">same_day</field>
<field name="base_amount">300.00</field>
<field name="per_tech_multiplier">0.5</field>
</record>
<record id="emerg_porch_weekend" model="fusion.repair.emergency.charge">
<field name="category_id" ref="category_porch_lift"/>
<field name="tier">weekend</field>
<field name="base_amount">500.00</field>
<field name="per_tech_multiplier">0.5</field>
</record>
<!-- Hospital bed -->
<record id="emerg_bed_same_day" model="fusion.repair.emergency.charge">
<field name="category_id" ref="category_hospital_bed"/>
<field name="tier">same_day</field>
<field name="base_amount">175.00</field>
<field name="per_tech_multiplier">0.6</field>
<field name="description">Bed lifts often need 2 techs (one to hold, one to wrench).</field>
</record>
<record id="emerg_bed_after_hours" model="fusion.repair.emergency.charge">
<field name="category_id" ref="category_hospital_bed"/>
<field name="tier">after_hours</field>
<field name="base_amount">275.00</field>
<field name="per_tech_multiplier">0.6</field>
</record>
<!-- Power wheelchair -->
<record id="emerg_powerchair_same_day" model="fusion.repair.emergency.charge">
<field name="category_id" ref="category_wheelchair_power"/>
<field name="tier">same_day</field>
<field name="base_amount">200.00</field>
<field name="per_tech_multiplier">0.5</field>
</record>
<!-- Manual wheelchair -->
<record id="emerg_wheelchair_same_day" model="fusion.repair.emergency.charge">
<field name="category_id" ref="category_wheelchair_manual"/>
<field name="tier">same_day</field>
<field name="base_amount">120.00</field>
<field name="per_tech_multiplier">0.5</field>
</record>
<!-- Mattress (pump usually) -->
<record id="emerg_mattress_same_day" model="fusion.repair.emergency.charge">
<field name="category_id" ref="category_mattress"/>
<field name="tier">same_day</field>
<field name="base_amount">150.00</field>
<field name="per_tech_multiplier">0.5</field>
</record>
<record id="emerg_mattress_weekend" model="fusion.repair.emergency.charge">
<field name="category_id" ref="category_mattress"/>
<field name="tier">weekend</field>
<field name="base_amount">275.00</field>
<field name="per_tech_multiplier">0.5</field>
</record>
</data>
</odoo>

11
fusion_repairs/data/ir_sequence_data.xml
View File

@@ -24,6 +24,17 @@
<field name="company_id" eval="False"/>
</record>
<!-- Bundle 8: PART-NNNNN for procurement-facing part orders. -->
<record id="seq_repair_part_order" model="ir.sequence">
<field name="name">Repair Part Order</field>
<field name="code">fusion.repair.part.order</field>
<field name="prefix">PART-</field>
<field name="padding">5</field>
<field name="number_next">1</field>
<field name="number_increment">1</field>
<field name="company_id" eval="False"/>
</record>
<!-- Service plan subscription reference: PLAN-NNNNN. -->
<record id="seq_repair_service_plan_subscription" model="ir.sequence">
<field name="name">Service Plan Subscription</field>

152
fusion_repairs/data/mail_template_data.xml
View File

@@ -143,6 +143,158 @@
<field name="auto_delete" eval="True"/>
</record>
<!-- ============================================================== -->
<!-- Bundle 8: Rush service technician alert (mid-shift squeeze) -->
<!-- ============================================================== -->
<record id="email_template_rush_tech_alert" model="mail.template">
<field name="name">Repair: Rush Squeeze - Tech Alert</field>
<field name="model_id" ref="repair.model_repair_order"/>
<field name="subject">URGENT: {{ object.partner_id.name or 'rush client' }} added to your route - {{ object.name }}</field>
<field name="email_from">{{ (object.company_id.email_formatted or user.email_formatted) }}</field>
<field name="body_html" type="html">
<div style="font-family:-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Arial,sans-serif;max-width:600px;margin:0 auto;">
<div style="height:4px;background-color:#c53030;"></div>
<div style="padding:32px 28px;">
<p style="color:#c53030;font-size:13px;font-weight:600;letter-spacing:0.5px;text-transform:uppercase;margin:0 0 24px 0;">
Rush stop added to your day
</p>
<h2 style="font-size:22px;font-weight:700;margin:0 0 6px 0;">A rush call was squeezed into your route</h2>
<p style="opacity:0.65;font-size:15px;line-height:1.5;margin:0 0 24px 0;">
Office added this between your existing stops. Please re-sequence
your day and head over as soon as you can finish your current job.
</p>
<table style="width:100%;border-collapse:collapse;margin:0 0 24px 0;">
<tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);width:35%;">Repair</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.name"/></td></tr>
<tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);">Client</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.partner_id.name or '?'"/></td></tr>
<t t-if="object.partner_id.phone">
<tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);">Phone</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><a t-attf-href="tel:{{ object.partner_id.phone }}"><t t-out="object.partner_id.phone"/></a></td></tr>
</t>
<t t-if="object.x_fc_repair_category_id">
<tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);">Equipment</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.x_fc_repair_category_id.name"/></td></tr>
</t>
<t t-if="object.partner_id.street or object.partner_id.city">
<tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);">Address</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.partner_id.street or ''"/>, <t t-out="object.partner_id.city or ''"/></td></tr>
</t>
<t t-if="object.x_fc_rush_surcharge">
<tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;">Rush Surcharge</td><td style="padding:10px 14px;font-size:14px;color:#c53030;font-weight:600;">$<t t-out="object.x_fc_rush_surcharge"/></td></tr>
</t>
</table>
<p style="margin:0;font-size:13px;color:#888;">
Open the task in your tech portal to see the full route and tap Start Timer when you arrive.
</p>
</div>
</div>
</field>
<field name="auto_delete" eval="True"/>
</record>
<!-- ============================================================== -->
<!-- Bundle 8: Repair awaiting parts (client comms) -->
<!-- ============================================================== -->
<record id="email_template_repair_awaiting_parts" model="mail.template">
<field name="name">Repair: Awaiting Parts (Client)</field>
<field name="model_id" ref="repair.model_repair_order"/>
<field name="subject">{{ object.company_id.name }} - update on your repair {{ object.name }}</field>
<field name="email_from">{{ (object.company_id.email_formatted or user.email_formatted) }}</field>
<field name="partner_to">{{ object.partner_id.id }}</field>
<field name="body_html" type="html">
<div style="font-family:-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Arial,sans-serif;max-width:600px;margin:0 auto;">
<div style="height:4px;background-color:#d97706;"></div>
<div style="padding:32px 28px;">
<p style="color:#d97706;font-size:13px;font-weight:600;letter-spacing:0.5px;text-transform:uppercase;margin:0 0 24px 0;">
<t t-out="object.company_id.name"/>
</p>
<h2 style="font-size:22px;font-weight:700;margin:0 0 6px 0;">We found the problem - here's the plan</h2>
<p style="opacity:0.65;font-size:15px;line-height:1.5;margin:0 0 24px 0;">
Hello <t t-out="object.partner_id.name or 'there'"/>, our technician
diagnosed your equipment today but needs a part we don't carry on the
truck. We're ordering it right away from the manufacturer.
</p>
<table style="width:100%;border-collapse:collapse;margin:0 0 24px 0;">
<tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);width:40%;">Reference</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.name"/></td></tr>
<t t-if="object.x_fc_parts_eta_date">
<tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;">Expected return visit</td><td style="padding:10px 14px;font-size:14px;color:#d97706;font-weight:600;">~<t t-out="object.x_fc_parts_eta_date" t-options="{'widget': 'date'}"/></td></tr>
</t>
</table>
<div style="border-left:3px solid #d97706;padding:12px 16px;margin:0 0 24px 0;">
<p style="margin:0;font-size:14px;line-height:1.5;">
<strong>What happens next:</strong>
</p>
<ol style="margin:8px 0 0 0;font-size:14px;line-height:1.6;">
<li>We order the parts from the manufacturer today.</li>
<li>When the parts arrive at our warehouse, we'll email you with a confirmed visit date.</li>
<li>You don't need to do anything in the meantime.</li>
</ol>
</div>
<p style="opacity:0.55;font-size:12px;margin:0;">
Questions? Reply to this email or call our office. Reference: <t t-out="object.name"/>.
</p>
</div>
</div>
</field>
<field name="lang">{{ object.partner_id.lang }}</field>
<field name="auto_delete" eval="True"/>
</record>
<!-- ============================================================== -->
<!-- Bundle 8: Specific parts ordered (per part) -->
<!-- ============================================================== -->
<record id="email_template_parts_ordered" model="mail.template">
<field name="name">Repair: Parts Ordered (Client)</field>
<field name="model_id" ref="model_fusion_repair_part_order"/>
<field name="subject">Parts ordered for your {{ object.repair_order_id.x_fc_repair_category_id.name or 'equipment' }} - {{ object.repair_order_id.name }}</field>
<field name="email_from">{{ (object.company_id.email_formatted or user.email_formatted) }}</field>
<field name="partner_to">{{ object.partner_id.id }}</field>
<field name="body_html" type="html">
<div style="font-family:-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Arial,sans-serif;max-width:600px;margin:0 auto;">
<div style="height:4px;background-color:#2B6CB0;"></div>
<div style="padding:32px 28px;">
<h2 style="font-size:20px;font-weight:700;margin:0 0 16px 0;">Parts ordered</h2>
<p style="opacity:0.65;font-size:15px;line-height:1.5;margin:0 0 16px 0;">
We've placed an order for the parts your <t t-out="object.repair_order_id.x_fc_repair_category_id.name or 'equipment'"/>
needs. Expected arrival: <strong><t t-out="object.expected_date" t-options="{'widget': 'date'}"/></strong>.
</p>
<table style="width:100%;border-collapse:collapse;margin:0 0 16px 0;">
<tr><td style="padding:8px 14px;opacity:0.6;font-size:13px;border-bottom:1px solid rgba(128,128,128,0.15);width:35%;">Part</td><td style="padding:8px 14px;font-size:13px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.description"/></td></tr>
<t t-if="object.manufacturer">
<tr><td style="padding:8px 14px;opacity:0.6;font-size:13px;border-bottom:1px solid rgba(128,128,128,0.15);">Manufacturer</td><td style="padding:8px 14px;font-size:13px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.manufacturer"/></td></tr>
</t>
<tr><td style="padding:8px 14px;opacity:0.6;font-size:13px;">Ref</td><td style="padding:8px 14px;font-size:13px;"><t t-out="object.name"/></td></tr>
</table>
<p style="opacity:0.55;font-size:12px;margin:0;">We'll email again as soon as the parts arrive at our warehouse.</p>
</div>
</div>
</field>
<field name="lang">{{ object.partner_id.lang }}</field>
<field name="auto_delete" eval="True"/>
</record>
<!-- ============================================================== -->
<!-- Bundle 8: Parts received - re-dispatch coming (client) -->
<!-- ============================================================== -->
<record id="email_template_parts_received" model="mail.template">
<field name="name">Repair: Parts Received (Client)</field>
<field name="model_id" ref="model_fusion_repair_part_order"/>
<field name="subject">Parts arrived - scheduling your return visit ({{ object.repair_order_id.name }})</field>
<field name="email_from">{{ (object.company_id.email_formatted or user.email_formatted) }}</field>
<field name="partner_to">{{ object.partner_id.id }}</field>
<field name="body_html" type="html">
<div style="font-family:-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Arial,sans-serif;max-width:600px;margin:0 auto;">
<div style="height:4px;background-color:#38a169;"></div>
<div style="padding:32px 28px;">
<h2 style="font-size:22px;font-weight:700;margin:0 0 16px 0;">Good news - your parts arrived</h2>
<p style="opacity:0.65;font-size:15px;line-height:1.5;margin:0 0 16px 0;">
The parts for your repair are in. Our office will call you in the next business day
to confirm a return-visit time. You don't need to do anything right now.
</p>
<p style="opacity:0.55;font-size:12px;margin:0;">Reference: <t t-out="object.repair_order_id.name"/></p>
</div>
</div>
</field>
<field name="lang">{{ object.partner_id.lang }}</field>
<field name="auto_delete" eval="True"/>
</record>
<!-- ============================================================== -->
<!-- M1: Inspection certificate expiry reminder -->
<!-- ============================================================== -->

2
fusion_repairs/models/__init__.py
View File

@@ -14,6 +14,8 @@ from . import repair_ai_service
from . import repair_on_call_service
from . import repair_inspection
from . import repair_service_plan
from . import repair_emergency_charge
from . import repair_part_order
from . import product_template
from . import res_partner
from . import res_users

21
fusion_repairs/models/intake_service.py
View File

@@ -70,6 +70,9 @@ class FusionRepairIntakeService(models.AbstractModel):
equipment = payload.get('equipment_items') or [{}]
quote_only = bool(payload.get('quote_only'))
rush_requested = bool(payload.get('rush_requested'))
rush_tier = payload.get('rush_tier') or False
rush_techs_required = int(payload.get('rush_techs_required') or 1)
repairs = self.env['repair.order']
for item in equipment:
repair = self._create_single_repair(
@@ -79,6 +82,9 @@ class FusionRepairIntakeService(models.AbstractModel):
source=source,
item=item,
quote_only=quote_only,
rush_requested=rush_requested,
rush_tier=rush_tier,
rush_techs_required=rush_techs_required,
)
repairs |= repair
@@ -107,7 +113,9 @@ class FusionRepairIntakeService(models.AbstractModel):
# ------------------------------------------------------------------
@api.model
def _create_single_repair(self, partner_id, intake_user, session_ref,
source, item, quote_only=False):
source, item, quote_only=False,
rush_requested=False, rush_tier=False,
rush_techs_required=1):
Repair = self.env['repair.order']
product_id = item.get('product_id')
@@ -123,6 +131,9 @@ class FusionRepairIntakeService(models.AbstractModel):
'x_fc_urgency': item.get('urgency') or 'normal',
'x_fc_issue_category': item.get('issue_category') or False,
'x_fc_is_quote_only': bool(quote_only),
'x_fc_rush_requested': bool(rush_requested),
'x_fc_rush_tier': rush_tier or False,
'x_fc_rush_techs_required': rush_techs_required or 1,
'internal_notes': self._wrap_internal_notes(item),
}
if product_id:
@@ -432,11 +443,17 @@ class FusionRepairIntakeService(models.AbstractModel):
'x_fc_repair_order_id': repair.id,
'description': repair.internal_notes or repair.name,
}
# Bundle 8: allow squeeze / re-dispatch callers to inject a
# specific scheduled_date + time_start + time_end via context so
# fusion_tasks' conflict validator doesn't reject the create.
force_sched = self._context.get('force_schedule') or {}
if force_sched:
vals.update(force_sched)
# technician_id is required AND constrained to x_fc_is_field_staff.
# D2: prefer a tech whose x_fc_repair_skills covers this repair's
# category. Falls back to ANY active field-staff user if no skilled
# tech exists, then to the lowest-id field-staff user as a placeholder.
tech_id = self._pick_dispatch_technician(repair)
tech_id = self._context.get('force_tech_id') or self._pick_dispatch_technician(repair)
if not tech_id:
_logger.warning(
'No field-staff user available - skipping auto-dispatch '

107
fusion_repairs/models/repair_emergency_charge.py Normal file
View File

@@ -0,0 +1,107 @@
# -*- coding: utf-8 -*-
# Copyright 2024-2026 Nexa Systems Inc.
# License OPL-1 (Odoo Proprietary License v1.0)
"""Emergency / rush service rate card.
The pissed-off-grumpy-client scenario: stairlift dead at 5 PM Friday, needs
service yesterday. Office bumps them into today's route OR books them
priority for tomorrow OR (if after-hours / weekend) charges an emergency
surcharge. Sometimes more than one technician is needed (e.g. lifting an
adjustable bed back onto its frame) - per_tech_multiplier handles that.
Pricing logic on repair.order:
surcharge = base_amount + base_amount * per_tech_multiplier *
(techs_required - 1)
Example: same-day stairlift, 1 tech, base $250, multiplier 0.5
-> $250 surcharge
Example: same-day stairlift, 2 techs (one to hold, one to wrench)
-> $250 + $250 * 0.5 * 1 = $375 surcharge
"""
from odoo import _, api, fields, models
class FusionRepairEmergencyCharge(models.Model):
_name = 'fusion.repair.emergency.charge'
_description = 'Rush / Emergency Service Surcharge Rate'
_order = 'category_id, tier'
name = fields.Char(
compute='_compute_name',
store=True,
)
category_id = fields.Many2one(
'fusion.repair.product.category',
string='Equipment Category',
required=True,
ondelete='cascade',
index=True,
)
tier = fields.Selection(
[
('same_day', 'Same Day (during business hours)'),
('next_day', 'Next Day Priority'),
('after_hours', 'After Hours (5pm-9pm weekday)'),
('weekend', 'Weekend'),
('holiday', 'Statutory Holiday'),
],
string='Tier',
required=True,
)
base_amount = fields.Monetary(
string='Base Surcharge',
currency_field='currency_id',
required=True,
default=0.0,
help='Surcharge for ONE technician on top of the normal labour / parts cost.',
)
per_tech_multiplier = fields.Float(
string='Additional Tech Multiplier',
default=0.5,
help='Each additional technician adds base_amount * this multiplier '
'to the surcharge. Default 0.5 means tech #2 costs half the base.',
)
currency_id = fields.Many2one(
'res.currency',
default=lambda self: self.env.company.currency_id,
)
company_id = fields.Many2one(
'res.company',
default=lambda self: self.env.company,
)
active = fields.Boolean(default=True)
description = fields.Text(
help='Internal note - shown to CS when they pick this tier in the wizard.',
)
_cat_tier_unique = models.Constraint(
'unique(category_id, tier, company_id)',
'Only one emergency-charge row per (category, tier, company).',
)
@api.depends('category_id', 'tier', 'base_amount')
def _compute_name(self):
for r in self:
tier_label = dict(self._fields['tier'].selection).get(r.tier) or '?'
cat = r.category_id.name or '?'
r.name = f'{cat} - {tier_label} (${r.base_amount:.0f})'
@api.model
def calculate(self, category, tier, techs_required=1):
"""Return the surcharge for the given category + tier + tech count,
or 0.0 if no rate is configured."""
if not category or not tier or techs_required < 1:
return 0.0
rate = self.sudo().search([
('category_id', '=', category.id),
('tier', '=', tier),
('active', '=', True),
('company_id', 'in', self.env.companies.ids),
], limit=1)
if not rate:
return 0.0
extra = max(techs_required - 1, 0)
return rate.base_amount + (rate.base_amount * rate.per_tech_multiplier * extra)

289
fusion_repairs/models/repair_order.py
View File

@@ -7,6 +7,8 @@ from datetime import date, datetime, timedelta
from dateutil.relativedelta import relativedelta
from markupsafe import Markup
from odoo import api, fields, models, _
from odoo.exceptions import UserError
@@ -163,6 +165,293 @@ class RepairOrder(models.Model):
'long-running repair (M3). Avoids re-posting daily.',
)
# ------------------------------------------------------------------
# Bundle 8: RUSH / EMERGENCY SERVICE
# ------------------------------------------------------------------
x_fc_rush_requested = fields.Boolean(
string='Rush / Emergency Service',
tracking=True,
copy=False,
)
x_fc_rush_tier = fields.Selection(
[
('same_day', 'Same Day'),
('next_day', 'Next Day Priority'),
('after_hours', 'After Hours'),
('weekend', 'Weekend'),
('holiday', 'Statutory Holiday'),
],
string='Rush Tier',
tracking=True,
copy=False,
)
x_fc_rush_techs_required = fields.Integer(
string='Technicians Required',
default=1,
copy=False,
help='Some calls need 2+ techs (e.g. heavy lifting, controller programming '
'plus mechanical). Surcharge scales accordingly.',
)
x_fc_rush_surcharge = fields.Monetary(
string='Rush Surcharge',
currency_field='company_currency_id',
compute='_compute_rush_surcharge',
store=True,
tracking=True,
)
x_fc_rush_acknowledged_at = fields.Datetime(
string='Rush Surcharge Acknowledged',
copy=False,
readonly=True,
help='Stamped when CS records that the client agreed to the rush price.',
)
x_fc_rush_acknowledged_by_id = fields.Many2one(
'res.users',
string='Acknowledged By',
copy=False,
readonly=True,
help='The CS rep who got the verbal OK from the client.',
)
# ------------------------------------------------------------------
# Bundle 8: PARTS AWAITING (when tech can't fix on the first visit)
# ------------------------------------------------------------------
x_fc_parts_awaiting = fields.Boolean(
string='Awaiting Parts',
tracking=True,
copy=False,
index=True,
help='Tech could not complete the repair without ordering parts. '
'Repair stays open; clears automatically when the last linked '
'fusion.repair.part.order moves to "received".',
)
x_fc_parts_eta_date = fields.Date(
string='Parts ETA',
copy=False,
tracking=True,
)
x_fc_part_order_ids = fields.One2many(
'fusion.repair.part.order',
'repair_order_id',
string='Part Orders',
copy=False,
)
x_fc_part_order_count = fields.Integer(
compute='_compute_part_order_count',
string='# Part Orders',
)
@api.depends('x_fc_rush_tier', 'x_fc_rush_techs_required',
'x_fc_repair_category_id')
def _compute_rush_surcharge(self):
Rates = self.env['fusion.repair.emergency.charge'].sudo()
for r in self:
if not r.x_fc_rush_tier or not r.x_fc_repair_category_id:
r.x_fc_rush_surcharge = 0.0
continue
r.x_fc_rush_surcharge = Rates.calculate(
r.x_fc_repair_category_id,
r.x_fc_rush_tier,
r.x_fc_rush_techs_required or 1,
)
@api.depends('x_fc_part_order_ids')
def _compute_part_order_count(self):
for r in self:
r.x_fc_part_order_count = len(r.x_fc_part_order_ids)
def action_view_part_orders(self):
self.ensure_one()
return {
'type': 'ir.actions.act_window',
'name': _('Part Orders'),
'res_model': 'fusion.repair.part.order',
'view_mode': 'list,form',
'domain': [('repair_order_id', '=', self.id)],
'context': {'default_repair_order_id': self.id},
}
def action_acknowledge_rush(self):
"""CS clicks this AFTER getting verbal OK from the client on the rush price."""
for r in self:
r.x_fc_rush_acknowledged_at = fields.Datetime.now()
r.x_fc_rush_acknowledged_by_id = self.env.user
r.message_post(body=Markup(_(
'Rush surcharge of <b>%(amt).2f</b> acknowledged by client '
'(verbal OK to %(rep)s).'
)) % {
'amt': r.x_fc_rush_surcharge,
'rep': self.env.user.name,
})
def action_squeeze_into_today(self):
"""Squeeze this repair into a field tech's existing route today.
Picks the lightest-loaded skilled tech, finds the first free 1-hour
slot in their day, creates / updates the dispatch task to that slot,
and pushes a live bus.bus notification + email so the tech knows
mid-shift.
"""
from datetime import date as _date
today = _date.today()
Task = self.env['fusion.technician.task'].sudo()
for r in self:
tech_id = self._fc_find_lightest_today_tech()
if not tech_id:
raise UserError(_(
'No field-staff users available - mark someone as Field '
'Staff under Settings > Users and try again.'
))
slot_start, slot_end = self._fc_find_free_slot_today(tech_id)
if slot_start is None:
raise UserError(_(
"%s has no free hour left today. Either bump an existing "
"task or schedule for tomorrow instead."
) % self.env['res.users'].sudo().browse(tech_id).name)
existing = r.x_fc_technician_task_ids.filtered(
lambda t: t.status not in ('completed', 'cancelled')
)
vals = {
'technician_id': tech_id,
'scheduled_date': today,
'time_start': slot_start,
'time_end': slot_end,
}
if existing:
task = existing[0]
task.write(vals)
else:
self.env['fusion.repair.intake.service'].sudo() \
.with_context(
force_tech_id=tech_id,
force_schedule={
'scheduled_date': today,
'time_start': slot_start,
'time_end': slot_end,
},
) \
._create_dispatch_task(r)
task = r.x_fc_technician_task_ids[:1]
self._notify_tech_of_rush(task)
r.message_post(body=Markup(_(
'Squeezed into <b>%(name)s</b>\'s route today at '
'<b>%(start).0f:00 - %(end).0f:00</b>; tech notified.'
)) % {
'name': task.technician_id.name or '?',
'start': slot_start,
'end': slot_end,
})
def _fc_find_free_slot_today(self, tech_id):
"""Return (start_float, end_float) for the first free 1-hour window
in this tech's day between 9 AM and 6 PM, or (None, None)."""
from datetime import date as _date
today = _date.today()
Task = self.env['fusion.technician.task'].sudo()
existing = Task.search([
('technician_id', '=', tech_id),
('scheduled_date', '=', today),
('status', 'not in', ('completed', 'cancelled')),
])
# Build a set of busy hours (rounded down to integer hours).
busy = set()
for t in existing:
s = int(t.time_start or 0)
e = int(t.time_end or s + 1)
for h in range(s, max(s + 1, e)):
busy.add(h)
# Scan 9 AM - 5 PM (last slot is 17:00-18:00 inclusive).
for hour in range(9, 18):
if hour not in busy:
return float(hour), float(hour + 1)
return None, None
def _fc_find_lightest_today_tech(self):
"""Return the field-staff user with the fewest scheduled tasks today.
Honors skills filter if this repair has a category.
"""
Users = self.env['res.users'].sudo()
Task = self.env['fusion.technician.task'].sudo()
from datetime import date as _date
today = _date.today()
domain = [
('x_fc_is_field_staff', '=', True),
('active', '=', True),
]
if self.x_fc_repair_category_id:
domain.append(
('x_fc_repair_skills', 'in', [self.x_fc_repair_category_id.id])
)
candidates = Users.search(domain)
if not candidates:
# Fallback: any active field staff (skills filter relaxed).
candidates = Users.search([
('x_fc_is_field_staff', '=', True),
('active', '=', True),
])
if not candidates:
return False
# Pick the one with the fewest scheduled tasks today.
ranked = []
for u in candidates:
count = Task.search_count([
('technician_id', '=', u.id),
('scheduled_date', '=', today),
('status', 'not in', ('completed', 'cancelled')),
])
ranked.append((count, u.id))
ranked.sort()
return ranked[0][1]
def _notify_tech_of_rush(self, task):
"""Send a real-time bus push + email so the tech sees it mid-shift."""
for r in self:
tech = task.technician_id
if not tech:
continue
# 1) bus.bus live push (shows as a sticky in-app notification).
try:
# bus.bus.sendone goes to a specific user channel; the
# web client displays it via the simple_notification service.
self.env['bus.bus']._sendone(
tech.partner_id,
'simple_notification',
{
'type': 'warning',
'title': _('RUSH service added to your route'),
'message': (_('Stairlift / urgent stop at %(client)s. '
'Repair %(name)s. See your tasks.') % {
'client': r.partner_id.name or '',
'name': r.name,
}),
'sticky': True,
},
)
except Exception:
_logger.warning('bus.bus push failed for tech %s', tech.login)
# 2) email (matters if the tech is offline at the moment of squeeze).
tpl = self.env.ref(
'fusion_repairs.email_template_rush_tech_alert',
raise_if_not_found=False,
)
if tpl:
try:
tpl.with_context(tech_email=tech.email or tech.partner_id.email or '') \
.send_mail(r.id, force_send=True, email_values={
'email_to': tech.email or tech.partner_id.email or '',
})
except Exception:
_logger.warning('Rush-alert email failed for repair %s', r.name)
# 3) chatter on the task itself so the tech sees it inline.
task.message_post(body=Markup(_(
'<b>RUSH ADDED to your day:</b> %(client)s - %(name)s. '
'Office squeezed it in.'
)) % {
'client': r.partner_id.name or '?',
'name': r.name,
})
# ------------------------------------------------------------------
# M9 - Margin per repair (revenue - labour cost - parts cost)
# All non-stored computes; surfaced in the M7 analytics dashboard.

252
fusion_repairs/models/repair_part_order.py Normal file
View File

@@ -0,0 +1,252 @@
# -*- coding: utf-8 -*-
# Copyright 2024-2026 Nexa Systems Inc.
# License OPL-1 (Odoo Proprietary License v1.0)
"""Parts-ordering workflow.
When the tech arrives, diagnoses, and discovers the unit needs a part we
don't stock (most common with manufacturer-specific items like Handicare
stairlift control boards), they capture the part info via the mobile
visit-report wizard in a structured way so:
1. Office can order from the manufacturer in one click (description + OEM
part number + photos are exactly what procurement needs)
2. Client gets an immediate "we found the problem - here's the timeline" email
3. When parts arrive, office marks the order received and the system
auto-creates a follow-up dispatch task
The grumpy-old-client never has to call us asking for status updates.
"""
from datetime import timedelta
from markupsafe import Markup
from odoo import _, api, fields, models
class FusionRepairPartOrder(models.Model):
_name = 'fusion.repair.part.order'
_inherit = ['mail.thread']
_description = 'Repair Part Order'
_order = 'create_date desc, id desc'
name = fields.Char(
string='Reference',
default='New',
copy=False,
readonly=True,
tracking=True,
)
repair_order_id = fields.Many2one(
'repair.order',
string='Repair',
required=True,
ondelete='cascade',
index=True,
)
partner_id = fields.Many2one(
related='repair_order_id.partner_id',
store=True,
readonly=True,
)
description = fields.Char(
string='Part Description',
required=True,
tracking=True,
help='Plain English - what the tech needs (e.g. "Handicare 1100 control board, '
'silver casing").',
)
oem_part_number = fields.Char(
string='OEM Part Number',
tracking=True,
help='If the tech could read a part number off the broken component.',
)
manufacturer = fields.Char(
string='Manufacturer',
tracking=True,
)
quantity = fields.Float(
string='Quantity',
default=1.0,
required=True,
)
notes = fields.Text(
string='Tech Notes',
help='Anything procurement needs to know (alternative SKUs, colour, '
'dimensions, etc.)',
)
photo_ids = fields.Many2many(
'ir.attachment',
'fusion_repair_part_order_photo_rel',
'part_order_id', 'attachment_id',
string='Photos',
help='Photos of the broken part / label / packaging. The more the better.',
)
state = fields.Selection(
[
('draft', 'Captured by Tech'),
('ordered', 'Ordered from Manufacturer'),
('received', 'Received in Warehouse'),
('fitted', 'Fitted - Repair Complete'),
('cancelled', 'Cancelled'),
],
string='Status',
default='draft',
tracking=True,
copy=False,
)
ordered_date = fields.Date(string='Ordered On', tracking=True)
expected_date = fields.Date(string='Expected Arrival', tracking=True)
received_date = fields.Date(string='Received On', tracking=True, copy=False)
ordered_by_id = fields.Many2one(
'res.users',
string='Ordered By',
tracking=True,
copy=False,
)
company_id = fields.Many2one(
'res.company',
default=lambda self: self.env.company,
)
# ------------------------------------------------------------------
# CRUD
# ------------------------------------------------------------------
@api.model_create_multi
def create(self, vals_list):
for vals in vals_list:
if vals.get('name', 'New') == 'New':
vals['name'] = self.env['ir.sequence'].next_by_code(
'fusion.repair.part.order'
) or 'PART/NEW'
records = super().create(vals_list)
for rec in records:
rec._post_creation_to_repair()
return records
def _post_creation_to_repair(self):
for rec in self:
rec.repair_order_id.message_post(body=Markup(_(
'Part order <b>%(ref)s</b> captured: %(desc)s '
'(qty %(qty)s%(oem)s).'
)) % {
'ref': rec.name,
'desc': rec.description,
'qty': rec.quantity,
'oem': f' / OEM {rec.oem_part_number}' if rec.oem_part_number else '',
})
# ------------------------------------------------------------------
# ACTIONS
# ------------------------------------------------------------------
def action_mark_ordered(self):
"""Office marks this part as ordered with the manufacturer."""
for rec in self:
rec.state = 'ordered'
rec.ordered_date = fields.Date.context_today(rec)
rec.ordered_by_id = self.env.user
if not rec.expected_date:
rec.expected_date = fields.Date.context_today(rec) + timedelta(days=7)
rec._notify_client_parts_ordered()
def action_mark_received(self):
"""Office marks this part as received - triggers follow-up dispatch."""
for rec in self:
rec.state = 'received'
rec.received_date = fields.Date.context_today(rec)
rec._maybe_redispatch()
rec._notify_client_parts_received()
def action_mark_fitted(self):
for rec in self:
rec.state = 'fitted'
def action_cancel(self):
for rec in self:
rec.state = 'cancelled'
# ------------------------------------------------------------------
# WORKFLOW HELPERS
# ------------------------------------------------------------------
def _notify_client_parts_ordered(self):
for rec in self:
tpl = self.env.ref(
'fusion_repairs.email_template_parts_ordered',
raise_if_not_found=False,
)
if tpl and rec.partner_id and rec.partner_id.email:
try:
tpl.send_mail(rec.id, force_send=False)
except Exception:
pass
def _notify_client_parts_received(self):
for rec in self:
tpl = self.env.ref(
'fusion_repairs.email_template_parts_received',
raise_if_not_found=False,
)
if tpl and rec.partner_id and rec.partner_id.email:
try:
tpl.send_mail(rec.id, force_send=False)
except Exception:
pass
def _maybe_redispatch(self):
"""When the LAST outstanding part on a repair arrives, auto-create
a follow-up tech task so the office doesn't have to remember.
Schedules for tomorrow + first free hour slot to avoid colliding
with existing day-of tasks (the fusion_tasks model raises on
time-window conflicts).
"""
from datetime import date as _date
for rec in self:
repair = rec.repair_order_id
outstanding = repair.x_fc_part_order_ids.filtered(
lambda p: p.state in ('draft', 'ordered')
)
if outstanding:
continue # still waiting on other parts
repair.x_fc_parts_awaiting = False
repair.x_fc_parts_eta_date = False
# Find tomorrow's first free slot for the same tech (or
# lightest-loaded skilled tech).
target_date = _date.today() + timedelta(days=1)
target_tech = (
repair.x_fc_technician_task_ids[:1].technician_id.id
if repair.x_fc_technician_task_ids else False
)
if not target_tech:
target_tech = self.env['repair.order'] \
.sudo()._fc_find_lightest_today_tech.__func__(repair)
ctx = {
'force_schedule': {
'scheduled_date': target_date,
'time_start': 9.0,
'time_end': 10.0,
},
}
if target_tech:
ctx['force_tech_id'] = target_tech
try:
self.env['fusion.repair.intake.service'].sudo() \
.with_context(**ctx) \
._create_dispatch_task(repair)
repair.message_post(body=Markup(_(
'All ordered parts received. Auto-dispatched a follow-up '
'visit for <b>%(date)s 09:00 - 10:00</b>.'
)) % {'date': target_date.isoformat()})
except Exception as e:
# If slot 9-10 collides, just log and let the dispatcher
# pick a slot manually - we don't want to swallow the email.
repair.message_post(body=Markup(_(
'All ordered parts received but the auto-dispatch slot '
'%(date)s 09:00-10:00 collided. Please pick a time '
'manually. (%(err)s)'
)) % {'date': target_date.isoformat(), 'err': str(e)})

8
fusion_repairs/security/ir.model.access.csv
View File

@@ -35,3 +35,11 @@ access_service_plan_sub_dispatcher,Service Plan Sub Dispatcher,model_fusion_repa
access_service_plan_sub_manager,Service Plan Sub Manager Full,model_fusion_repair_service_plan_subscription,group_fusion_repairs_manager,1,1,1,1
access_service_plan_burn_user,Service Plan Burn User Read,model_fusion_repair_service_plan_burn,group_fusion_repairs_user,1,0,0,0
access_service_plan_burn_manager,Service Plan Burn Manager Full,model_fusion_repair_service_plan_burn,group_fusion_repairs_manager,1,1,1,1
access_emergency_charge_user,Emergency Charge User Read,model_fusion_repair_emergency_charge,group_fusion_repairs_user,1,0,0,0
access_emergency_charge_manager,Emergency Charge Manager Full,model_fusion_repair_emergency_charge,group_fusion_repairs_manager,1,1,1,1
access_part_order_user,Part Order User Read,model_fusion_repair_part_order,group_fusion_repairs_user,1,0,0,0
access_part_order_dispatcher,Part Order Dispatcher,model_fusion_repair_part_order,group_fusion_repairs_dispatcher,1,1,1,0
access_part_order_manager,Part Order Manager Full,model_fusion_repair_part_order,group_fusion_repairs_manager,1,1,1,1
access_part_order_technician,Part Order Field Tech Create,model_fusion_repair_part_order,fusion_tasks.group_field_technician,1,1,1,0
access_visit_report_partline_user,Visit Report Part Line User Full,model_fusion_repair_visit_report_wizard_partline,group_fusion_repairs_user,1,1,1,1
access_visit_report_partline_tech,Visit Report Part Line Field Tech Full,model_fusion_repair_visit_report_wizard_partline,fusion_tasks.group_field_technician,1,1,1,1
1 id name model_id:id group_id:id perm_read perm_write perm_create perm_unlink
35 access_service_plan_sub_manager Service Plan Sub Manager Full model_fusion_repair_service_plan_subscription group_fusion_repairs_manager 1 1 1 1
36 access_service_plan_burn_user Service Plan Burn User Read model_fusion_repair_service_plan_burn group_fusion_repairs_user 1 0 0 0
37 access_service_plan_burn_manager Service Plan Burn Manager Full model_fusion_repair_service_plan_burn group_fusion_repairs_manager 1 1 1 1
38 access_emergency_charge_user Emergency Charge User Read model_fusion_repair_emergency_charge group_fusion_repairs_user 1 0 0 0
39 access_emergency_charge_manager Emergency Charge Manager Full model_fusion_repair_emergency_charge group_fusion_repairs_manager 1 1 1 1
40 access_part_order_user Part Order User Read model_fusion_repair_part_order group_fusion_repairs_user 1 0 0 0
41 access_part_order_dispatcher Part Order Dispatcher model_fusion_repair_part_order group_fusion_repairs_dispatcher 1 1 1 0
42 access_part_order_manager Part Order Manager Full model_fusion_repair_part_order group_fusion_repairs_manager 1 1 1 1
43 access_part_order_technician Part Order Field Tech Create model_fusion_repair_part_order fusion_tasks.group_field_technician 1 1 1 0
44 access_visit_report_partline_user Visit Report Part Line User Full model_fusion_repair_visit_report_wizard_partline group_fusion_repairs_user 1 1 1 1
45 access_visit_report_partline_tech Visit Report Part Line Field Tech Full model_fusion_repair_visit_report_wizard_partline fusion_tasks.group_field_technician 1 1 1 1

12
fusion_repairs/views/menus.xml
View File

@@ -51,6 +51,18 @@
action="action_service_plan_subscription"
sequence="37"/>
<menuitem id="menu_fusion_repairs_part_orders"
name="Parts to Order"
parent="menu_fusion_repairs_root"
action="action_repair_part_order"
sequence="38"/>
<menuitem id="menu_fusion_repairs_emergency_charges"
name="Emergency Surcharges"
parent="menu_fusion_repairs_configuration"
action="action_repair_emergency_charge"
sequence="60"/>
<!-- Configuration -->
<menuitem id="menu_fusion_repairs_configuration"
name="Configuration"

26
fusion_repairs/views/repair_emergency_charge_views.xml Normal file
View File

@@ -0,0 +1,26 @@
<?xml version="1.0" encoding="utf-8"?>
<odoo>
<record id="view_repair_emergency_charge_list" model="ir.ui.view">
<field name="name">fusion.repair.emergency.charge.list</field>
<field name="model">fusion.repair.emergency.charge</field>
<field name="arch" type="xml">
<list string="Rush / Emergency Surcharges" editable="bottom">
<field name="category_id"/>
<field name="tier"/>
<field name="base_amount" widget="monetary"/>
<field name="per_tech_multiplier"/>
<field name="currency_id" invisible="1"/>
<field name="active" widget="boolean_toggle"/>
<field name="description" optional="hide"/>
</list>
</field>
</record>
<record id="action_repair_emergency_charge" model="ir.actions.act_window">
<field name="name">Emergency Surcharges</field>
<field name="res_model">fusion.repair.emergency.charge</field>
<field name="view_mode">list</field>
</record>
</odoo>

57
fusion_repairs/views/repair_order_views.xml
View File

@@ -31,6 +31,21 @@
icon="fa-handshake-o"
invisible="state in ('done', 'cancel')"
groups="fusion_repairs.group_fusion_repairs_user"/>
<!-- Bundle 8: squeeze a rush into today's tech route + acknowledge surcharge -->
<button name="action_squeeze_into_today"
type="object"
string="Squeeze into Today"
class="btn-warning"
icon="fa-flash"
invisible="state in ('done', 'cancel') or not x_fc_rush_requested"
groups="fusion_repairs.group_fusion_repairs_dispatcher"/>
<button name="action_acknowledge_rush"
type="object"
string="Client Agreed to Rush Price"
class="btn-warning"
icon="fa-check"
invisible="not x_fc_rush_requested or x_fc_rush_acknowledged_at"
groups="fusion_repairs.group_fusion_repairs_user"/>
</xpath>
<!-- Smart buttons: Technician Tasks + Intake Answers + Original SO. -->
@@ -129,6 +144,44 @@
</group>
</group>
</page>
<page string="Rush / Parts" name="fusion_rush_parts">
<group>
<group string="Rush Service">
<field name="x_fc_rush_requested"/>
<field name="x_fc_rush_tier"
invisible="not x_fc_rush_requested"/>
<field name="x_fc_rush_techs_required"
invisible="not x_fc_rush_requested"/>
<field name="x_fc_rush_surcharge"
widget="monetary"
readonly="1"
invisible="not x_fc_rush_requested"/>
<field name="x_fc_rush_acknowledged_at"
readonly="1"
invisible="not x_fc_rush_requested"/>
<field name="x_fc_rush_acknowledged_by_id"
readonly="1"
invisible="not x_fc_rush_requested"/>
</group>
<group string="Awaiting Parts">
<field name="x_fc_parts_awaiting" readonly="1"/>
<field name="x_fc_parts_eta_date" readonly="1"
invisible="not x_fc_parts_awaiting"/>
<field name="x_fc_part_order_count" readonly="1"/>
</group>
</group>
<field name="x_fc_part_order_ids" readonly="1">
<list>
<field name="name"/>
<field name="description"/>
<field name="oem_part_number"/>
<field name="quantity"/>
<field name="expected_date"/>
<field name="received_date"/>
<field name="state" widget="badge"/>
</list>
</field>
</page>
</xpath>
</field>
@@ -258,6 +311,10 @@
domain="[('x_fc_third_party_equipment', '=', True)]"/>
<filter string="Quote Only" name="quote_only"
domain="[('x_fc_is_quote_only', '=', True)]"/>
<filter string="Rush / Emergency" name="rush"
domain="[('x_fc_rush_requested', '=', True)]"/>
<filter string="Awaiting Parts" name="awaiting_parts"
domain="[('x_fc_parts_awaiting', '=', True)]"/>
<separator/>
<filter string="From Backend Wizard" name="src_backend"
domain="[('x_fc_intake_source', '=', 'backend_wizard')]"/>

91
fusion_repairs/views/repair_part_order_views.xml Normal file
View File

@@ -0,0 +1,91 @@
<?xml version="1.0" encoding="utf-8"?>
<odoo>
<record id="view_repair_part_order_list" model="ir.ui.view">
<field name="name">fusion.repair.part.order.list</field>
<field name="model">fusion.repair.part.order</field>
<field name="arch" type="xml">
<list string="Parts to Order"
decoration-info="state == 'draft'"
decoration-warning="state == 'ordered'"
decoration-success="state == 'received'"
decoration-muted="state in ('fitted', 'cancelled')">
<field name="name"/>
<field name="partner_id"/>
<field name="repair_order_id"/>
<field name="description"/>
<field name="oem_part_number" optional="show"/>
<field name="manufacturer" optional="show"/>
<field name="quantity"/>
<field name="ordered_date" optional="show"/>
<field name="expected_date" optional="show"/>
<field name="received_date" optional="hide"/>
<field name="state" widget="badge"/>
</list>
</field>
</record>
<record id="view_repair_part_order_form" model="ir.ui.view">
<field name="name">fusion.repair.part.order.form</field>
<field name="model">fusion.repair.part.order</field>
<field name="arch" type="xml">
<form string="Part Order">
<header>
<button name="action_mark_ordered" type="object"
string="Mark Ordered with Manufacturer" class="btn-primary"
invisible="state != 'draft'"/>
<button name="action_mark_received" type="object"
string="Mark Received in Warehouse" class="btn-primary"
invisible="state != 'ordered'"/>
<button name="action_mark_fitted" type="object"
string="Mark Fitted" class="btn-secondary"
invisible="state != 'received'"/>
<button name="action_cancel" type="object"
string="Cancel" class="btn-secondary"
invisible="state in ('cancelled', 'fitted')"
confirm="Cancel this part order? This cannot be undone."/>
<field name="state" widget="statusbar"
statusbar_visible="draft,ordered,received,fitted"/>
</header>
<sheet>
<div class="oe_title">
<h1><field name="name" readonly="1"/></h1>
</div>
<group>
<group>
<field name="repair_order_id" options="{'no_create': True}"/>
<field name="partner_id" readonly="1"/>
<field name="description"/>
<field name="oem_part_number"/>
<field name="manufacturer"/>
<field name="quantity"/>
</group>
<group>
<field name="ordered_date" readonly="state != 'draft'"/>
<field name="expected_date"/>
<field name="received_date" readonly="state != 'ordered'"/>
<field name="ordered_by_id" readonly="1"/>
<field name="company_id" groups="base.group_multi_company"/>
</group>
</group>
<notebook>
<page string="Tech Notes" name="notes">
<field name="notes"/>
</page>
<page string="Photos" name="photos">
<field name="photo_ids" widget="many2many_binary"/>
</page>
</notebook>
</sheet>
<chatter/>
</form>
</field>
</record>
<record id="action_repair_part_order" model="ir.actions.act_window">
<field name="name">Parts to Order</field>
<field name="res_model">fusion.repair.part.order</field>
<field name="view_mode">list,form</field>
</record>
</odoo>

58
fusion_repairs/wizard/repair_intake_wizard.py
View File

@@ -99,6 +99,54 @@ class RepairIntakeWizard(models.TransientModel):
'is gathering quotes or has not yet authorised the repair.',
)
# ------------------------------------------------------------------
# Bundle 8: rush / emergency options + live surcharge preview
# ------------------------------------------------------------------
rush_requested = fields.Boolean(
string='Rush / Emergency Service',
help='Tick when the client needs faster-than-normal turnaround. '
'Surcharge is calculated automatically from the rate card.',
)
rush_tier = fields.Selection(
[
('same_day', 'Same Day (during business hours)'),
('next_day', 'Next Day Priority'),
('after_hours', 'After Hours (5pm-9pm weekday)'),
('weekend', 'Weekend'),
('holiday', 'Statutory Holiday'),
],
string='Rush Tier',
)
rush_techs_required = fields.Integer(
string='Technicians Required',
default=1,
)
rush_surcharge_preview = fields.Monetary(
string='Quoted Surcharge',
compute='_compute_rush_surcharge_preview',
currency_field='currency_id',
)
rush_acknowledged = fields.Boolean(
string='Client Agreed to Price',
help='Tick this AFTER you have read the surcharge to the client over the '
'phone and they have said yes. The repair will record the '
'acknowledgement timestamp + your user id for audit.',
)
@api.depends('rush_tier', 'rush_techs_required', 'equipment_ids.repair_category_id')
def _compute_rush_surcharge_preview(self):
Rates = self.env['fusion.repair.emergency.charge'].sudo()
for w in self:
if not w.rush_tier or not w.equipment_ids:
w.rush_surcharge_preview = 0.0
continue
# Use the FIRST equipment's category for the preview - per-equipment
# surcharges land on each repair.order after create.
cat = w.equipment_ids[:1].repair_category_id
w.rush_surcharge_preview = Rates.calculate(
cat, w.rush_tier, w.rush_techs_required or 1,
)
# ------------------------------------------------------------------
# EQUIPMENT (one-or-many)
# ------------------------------------------------------------------
@@ -193,6 +241,10 @@ class RepairIntakeWizard(models.TransientModel):
'partner_id': self.partner_id.id,
'intake_user_id': self.intake_user_id.id,
'quote_only': self.quote_only,
'rush_requested': self.rush_requested,
'rush_tier': self.rush_tier if self.rush_requested else False,
'rush_techs_required': self.rush_techs_required if self.rush_requested else 1,
'rush_acknowledged': self.rush_acknowledged,
'equipment_items': [self._equipment_payload(eq) for eq in self.equipment_ids],
}
@@ -202,6 +254,12 @@ class RepairIntakeWizard(models.TransientModel):
payload, source='backend_wizard',
)
# If CS ticked "rush" and "client agreed", stamp the ack on every spawned repair.
if self.rush_requested and self.rush_acknowledged:
for r in repairs:
r.x_fc_rush_acknowledged_at = fields.Datetime.now()
r.x_fc_rush_acknowledged_by_id = self.intake_user_id.id or self.env.uid
if len(repairs) == 1:
return {
'type': 'ir.actions.act_window',

25
fusion_repairs/wizard/repair_intake_wizard_views.xml
View File

@@ -95,6 +95,31 @@
<group>
<field name="quote_only"/>
</group>
<!-- Bundle 8: rush / emergency surcharge -->
<separator string="Rush / Emergency Service"/>
<group>
<field name="rush_requested"/>
<field name="rush_tier"
required="rush_requested"
invisible="not rush_requested"/>
<field name="rush_techs_required"
invisible="not rush_requested"/>
<field name="rush_surcharge_preview"
widget="monetary"
readonly="1"
invisible="not rush_requested"/>
<field name="currency_id" invisible="1"/>
<field name="rush_acknowledged"
invisible="not rush_requested"/>
</group>
<div class="alert alert-warning"
role="alert"
invisible="not rush_requested or rush_acknowledged">
<i class="fa fa-exclamation-triangle me-1"/>
<strong>Read the surcharge to the client and get verbal OK.</strong>
Then tick the "Client Agreed to Price" box above before submitting.
</div>
</sheet>
<footer>
<button string="Submit"

142
fusion_repairs/wizard/repair_visit_report_wizard.py
View File

@@ -19,6 +19,7 @@ On confirm:
"""
import logging
from datetime import timedelta
from markupsafe import Markup
@@ -108,6 +109,29 @@ class RepairVisitReportWizard(models.TransientModel):
help='One serial per line. Used for OEM warranty claims.',
)
# ----- Bundle 8: Cannot Fix Today - Needs Parts -----
outcome = fields.Selection(
[
('completed', 'Repair Complete - Close It'),
('parts_needed', "Can't Fix Today - Need to Order Parts"),
('rescheduled', 'Could Not Reach / Rescheduled'),
],
string='Visit Outcome',
default='completed',
required=True,
help='Drives what happens after you submit: completed -> closes the '
"repair; parts_needed -> captures the part info, emails the client, "
"schedules follow-up; rescheduled -> repair stays open.",
)
needs_parts_line_ids = fields.One2many(
'fusion.repair.visit.report.wizard.partline',
'wizard_id',
string='Parts To Order',
help='ONE line per distinct part. Description + OEM number + photos go to '
'procurement so they can place the manufacturer order from your input '
'alone.',
)
# Variance display
estimated_cost = fields.Monetary(
related='repair_id.x_fc_estimated_cost',
@@ -228,17 +252,26 @@ class RepairVisitReportWizard(models.TransientModel):
if not repair.x_fc_is_quote_only:
self._burn_service_plan_visit(repair)
# Bundle 8: parts-needed branch - capture the parts, flag the repair,
# email the client, leave the repair OPEN with awaiting_parts substate.
if self.outcome == 'parts_needed':
self._handle_parts_needed(repair)
elif self.outcome == 'rescheduled':
repair.message_post(body=Markup(_(
'Visit reported as <b>rescheduled</b>. Repair kept open.'
)))
# BUG-B1 fix: actually close the repair so the whole downstream chain
# (NPS cron, dashboard "done this month" stats, customer survey) fires.
# Leave open if requote needed - the office will re-quote and the tech
# will revisit. No-show or quote-only also stays open.
if (not self.requires_requote
# will revisit. No-show / parts-needed / rescheduled / quote-only also
# stay open.
elif (self.outcome == 'completed'
and not self.requires_requote
and not self.no_show
and not repair.x_fc_is_quote_only
and not stub):
self._close_repair(repair)
elif self.no_show:
# No-show: drop back to draft for re-scheduling.
repair.message_post(body=Markup(_(
'Repair kept <b>open</b> due to no-show. Office to reschedule.'
)))
@@ -306,6 +339,72 @@ class RepairVisitReportWizard(models.TransientModel):
'Replaced part serials captured:<br/><pre>%s</pre>'
)) % self.parts_serial_capture.strip())
def _handle_parts_needed(self, repair):
"""Capture each part line as a fusion.repair.part.order record,
flag the repair as Awaiting Parts, and email the client a
"we found the problem - here's the timeline" note."""
if not self.needs_parts_line_ids:
raise UserError(_(
'Tick "Can\'t Fix Today - Need to Order Parts" but no parts '
'are captured. Add at least one part line so procurement can '
'place the order.'
))
PartOrder = self.env['fusion.repair.part.order'].sudo()
Attachment = self.env['ir.attachment'].sudo()
max_lead = 0
for line in self.needs_parts_line_ids:
# Copy any uploaded photos onto attachments owned by the part order.
photo_ids = []
for att in line.photo_ids:
copied = Attachment.create({
'name': att.name,
'datas': att.datas,
'mimetype': att.mimetype,
})
photo_ids.append(copied.id)
part = PartOrder.create({
'repair_order_id': repair.id,
'description': line.description,
'oem_part_number': line.oem_part_number,
'manufacturer': line.manufacturer,
'quantity': line.quantity or 1.0,
'notes': line.notes,
'photo_ids': [(6, 0, photo_ids)] if photo_ids else False,
'expected_date': line.expected_lead_days and (
fields.Date.context_today(self)
+ timedelta(days=line.expected_lead_days)
) or False,
})
max_lead = max(max_lead, int(line.expected_lead_days or 0))
repair.write({
'x_fc_parts_awaiting': True,
'x_fc_parts_eta_date': (
fields.Date.context_today(self) + timedelta(days=max_lead + 2)
if max_lead else False
),
})
# Office activity - "place these orders today".
repair.activity_schedule(
summary='Order parts from manufacturer(s)',
note=_('Tech captured %d part(s) - place the order(s) today.'
) % len(self.needs_parts_line_ids),
user_id=repair.user_id.id or self.env.uid,
)
# Client comms.
tpl = self.env.ref(
'fusion_repairs.email_template_repair_awaiting_parts',
raise_if_not_found=False,
)
if tpl and repair.partner_id and repair.partner_id.email:
try:
tpl.send_mail(repair.id, force_send=False)
except Exception:
_logger.exception('Awaiting-parts email failed for %s', repair.name)
repair.message_post(body=Markup(_(
'Visit reported as <b>parts needed</b>. Captured %(n)d part order(s); '
'repair flagged "Awaiting Parts". Client notified.'
)) % {'n': len(self.needs_parts_line_ids)})
def _close_repair(self, repair):
"""Drive the Odoo native state machine from draft -> done.
@@ -437,3 +536,40 @@ class RepairVisitReportWizardLine(models.TransientModel):
def _compute_subtotal(self):
for line in self:
line.subtotal = line.quantity * line.unit_price
class RepairVisitReportWizardPartLine(models.TransientModel):
"""Bundle 8: parts the tech needs the office to ORDER from the manufacturer.
Captured during the visit report when outcome='parts_needed'; one record per
distinct part. On wizard confirm, each line creates a
fusion.repair.part.order which is the procurement-facing record.
"""
_name = 'fusion.repair.visit.report.wizard.partline'
_description = 'Visit Report - Part to Order'
wizard_id = fields.Many2one(
'fusion.repair.visit.report.wizard',
required=True,
ondelete='cascade',
)
description = fields.Char(
string='Description',
required=True,
help='Plain English (e.g. "Handicare 1100 right armrest").',
)
oem_part_number = fields.Char(string='OEM #')
manufacturer = fields.Char(string='Manufacturer')
quantity = fields.Float(default=1.0, required=True)
expected_lead_days = fields.Integer(
string='Lead Time (days)',
default=7,
help='Tech estimate. Office uses this to set client ETA expectations.',
)
notes = fields.Text(string='Notes for Procurement')
photo_ids = fields.Many2many(
'ir.attachment',
'fusion_repair_visit_partline_photo_rel',
'partline_id', 'attachment_id',
string='Photos',
)

26
fusion_repairs/wizard/repair_visit_report_wizard_views.xml
View File

@@ -47,9 +47,31 @@
</div>
<separator string="Outcome"/>
<group>
<field name="outcome" widget="radio"/>
</group>
<field name="notes"/>
<field name="found_another_issue"/>
<field name="issue_inspection_cert"/>
<!-- Bundle 8: parts-needed branch - rendered only when chosen -->
<separator string="Parts to Order"
invisible="outcome != 'parts_needed'"/>
<field name="needs_parts_line_ids"
invisible="outcome != 'parts_needed'">
<list editable="bottom">
<field name="description"/>
<field name="oem_part_number"/>
<field name="manufacturer"/>
<field name="quantity"/>
<field name="expected_lead_days"/>
<field name="notes" optional="show"/>
<field name="photo_ids" widget="many2many_binary"/>
</list>
</field>
<field name="found_another_issue"
invisible="outcome != 'completed'"/>
<field name="issue_inspection_cert"
invisible="outcome != 'completed'"/>
<separator string="No-Show (T7)"/>
<group>