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