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feat(fusion_repairs): Bundle 9 - service callout pricing + store labor warranty

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Full home-service pricing engine plus the store labor warranty model. The
call price now itemises base callout + extra techs + hourly labour (with
the 30-min-included + 1-hour-minimum rule) + travel both ways past
threshold, with three independent waive paths: in-warranty / manager
override / sales-rep override. CS cannot waive (RBAC).

NEW MODELS

fusion.repair.callout.rate (rate card)
  Per (tier, company) row. Tiers: regular / after_hours / weekend / holiday.
  Fields:
    - base_callout_fee   (INCLUDES first 30 min for inspection / report)
    - second_tech_fee    + additional_tech_fee  (3rd, 4th tech)
    - hourly_labor_rate  + minimum_labor_hours  (default 1.0 floor)
    - travel_distance_threshold_km  + travel_per_km_fee
    - effective_from     (newer rows supersede older)
  Seeded with 4 default rows (regular $120/$95/0.85, after-hours
  $180/$140/1.10, weekend $240/$170/1.35, holiday $300/$200/1.50).

fusion.repair.labor.warranty (store labor warranty)
  Per (partner, product/lot, sale_order) record with warranty_years +
  start_date + computed end_date. State machine: active / expired / void
  / consumed. Void reasons spec'd by the user: user_negligence /
  gross_negligence / misuse / over_recommended_use / accidental_damage
  / not_covered_part / other.

  find_active_for(partner, product, lot) - lot-first then product+partner
  then partner-only fallback so warranty resolution survives partner-
  contact / product-variant differences.

  action_void(reason, notes) - manager-only; audit stamps voided_by_id
  + voided_at + reason; posts chatter.

PRODUCT EXTENSION
  product.template.x_fc_labor_warranty_years (Integer, default 0).

SALE-ORDER EXTENSION
  sale.order.action_confirm now also runs _fc_spawn_labor_warranties()
  which creates one fusion.repair.labor.warranty per unit of any product
  with x_fc_labor_warranty_years > 0. Lives alongside the existing
  service-plan spawn so a 5y-LW stairlift sold with a maintenance plan
  spawns both records in one go.

PRICING ENGINE ON REPAIR.ORDER

  9 new fields:
    x_fc_callout_tier            (regular/after_hours/weekend/holiday)
    x_fc_callout_distance_km     (one-way; system bills both ways)
    x_fc_callout_techs           (1, 2, 3+)
    x_fc_callout_labor_hours     (hours above the 30 min the callout covers)
    x_fc_labor_warranty_id       (auto-resolved on visit)
    x_fc_labor_warranty_status   (not_checked / eligible / not_covered /
                                  expired / void_misuse / waived)
    x_fc_labor_waived            + _by_id + _at + _reason

  6 computed quote fields:
    x_fc_quote_callout_base    (base_callout_fee)
    x_fc_quote_extra_techs     (second + additional fees)
    x_fc_quote_labor           (max(hours, min_hours) * rate * techs)
    x_fc_quote_travel          (max(distance - threshold, 0) * 2 * per_km * techs)
    x_fc_quote_waived          (= labor if warranty eligible OR labor waived)
    x_fc_quote_total           (sum minus waived; stored, indexable)
  + a human-readable x_fc_quote_breakdown_text used in the email template.

  3 new actions:
    action_check_labor_warranty  (anyone) - resolves the warranty and
       stamps x_fc_labor_warranty_status. Called automatically by the
       visit-report wizard.
    action_waive_labor_fee       (SECURITY GATED) - raises UserError unless
       caller is in group_fusion_repairs_manager OR
       group_fusion_repairs_sales_rep. CS users get the explicit message
       'Only Repairs Managers and Sales Reps can waive the labor fee.'
    action_acknowledge_rush      - Bundle 8 carryover.

SECURITY

  New group_fusion_repairs_sales_rep
    Independent group so a sales rep can waive labor on their accounts
    without becoming a Repairs Dispatcher / Manager. Manager IMPLIES
    sales_rep so managers automatically inherit the right.
  ACLs: callout.rate user-read / manager-full; labor.warranty user-read /
    sales_rep-write / manager-full / technician-read+write.

VISIT-REPORT WIZARD EXTENSIONS

  Pricing block (visible when outcome=completed):
    callout_tier / techs / distance_km / labor_hours_used (default 1.0
    minimum). Live quote_total_preview + breakdown shown to the tech so
    they can confirm the price with the client right at the door.

  Warranty block:
    labor_warranty_id_preview + labor_warranty_status_preview (badge
    coloured by status). 'warranty_void_reason' selection lets the tech
    void the warranty in real time when they find misuse / negligence /
    accidental damage - on submit the matching warranty record is voided
    permanently (action_void) AND the repair's labor charge re-computes
    without the waive.

  On confirm the wizard:
    1. Persists callout_labor_hours_used to the repair
    2. Calls repair.action_check_labor_warranty()
    3. If warranty_void_reason set + warranty resolved -> voids it,
       posts chatter, repair labor_warranty_status -> void_misuse

NAVIGATION

  Repair form 4 new header buttons:
    Check Labor Warranty   (anyone)
    Waive Labor Fee        (sales_rep + manager only, server-side gated)
    (plus the Bundle 8 Squeeze + Ack Rush from before)

  New 'Callout Pricing' notebook tab on repair form with:
    inputs, warranty/waiver, and the 6-line quote breakdown.

  New menus:
    Fusion Repairs > Labor Warranties
    Configuration > Callout Rate Card
    Configuration > Emergency Surcharges (Bundle 8 carryover)

VERIFICATION END-TO-END (7 scenarios, 0 bugs)

  A. Sale of a product with 5y LW -> LW-00002 spawned, expires 2031-05-21.
  B. In-warranty regular 12km 20-min repair:
       base 120 + labor 95 - waived 95 = $120 (callout only)
  C. After-hours 2-tech 40km 1.5h, NO warranty:
       180 + 90 + (1.5*140*2) + (15*2*1.10*2) = $756.00 exact
  D. In-warranty visit -> tech ticks misuse void_reason:
       Warranty record -> state=void / reason=misuse.
       Repair labor_warranty_status -> void_misuse.
       Quote re-computes WITHOUT waive: labor 1.5 * 95 = $142.50 charged.
  E. Manager waives labor on a no-warranty repair:
       Pre-waive $310 -> post-waive $120 (labor $190 -> waived).
       Audit: waived_by_id stamped to gsingh@.
  F. CS rep tries to waive: correctly denied with the spec'd error
       'Only Repairs Managers and Sales Reps can waive the labor fee.'
  G. Weekend 1-tech 30km 30-min:
       240 + (1.0*170) + (5*2*1.35) = $423.50 exact (min-1h floor
       correctly applied to the 0.5h actual work).

Bumped to 19.0.2.0.0 (minor version bump - new public-facing model).

Co-authored-by: Cursor <cursoragent@cursor.com>
This commit is contained in:
gsinghpal
2026-05-21 01:56:09 -04:00
parent ebbadb3002
commit f41426c5b9
17 changed files with 999 additions and 3 deletions
Download Patch File Download Diff File Expand all files Collapse all files

224
fusion_repairs/models/repair_order.py
View File

@@ -241,6 +241,230 @@ class RepairOrder(models.Model):
string='# Part Orders',
)
# ------------------------------------------------------------------
# Bundle 9: SERVICE CALLOUT PRICING + LABOR WARRANTY
# ------------------------------------------------------------------
x_fc_callout_tier = fields.Selection(
[
('regular', 'Regular Business Hours'),
('after_hours', 'After Hours'),
('weekend', 'Weekend'),
('holiday', 'Statutory Holiday'),
],
string='Callout Tier',
default='regular',
tracking=True,
help='Which rate-card tier applies. Set by CS at intake; can be changed '
'by dispatcher if the schedule moves into after-hours / weekend.',
)
x_fc_callout_distance_km = fields.Float(
string='One-Way Distance (km)',
tracking=True,
help='Distance from the shop to the client. Travel beyond the rate-card '
"threshold is billed BOTH WAYS at the rate's per-km fee.",
)
x_fc_callout_techs = fields.Integer(
string='Technicians on Callout',
default=1,
tracking=True,
)
x_fc_callout_labor_hours = fields.Float(
string='Billable Labor Hours',
default=0.0,
tracking=True,
help='Hours of repair work above the 30 min included in the callout fee. '
'Billing applies the minimum_labor_hours floor from the rate card '
'(default 1.0) - 20 minutes of work still bills 1 hour.',
)
# Labor warranty link + status (resolved at visit time)
x_fc_labor_warranty_id = fields.Many2one(
'fusion.repair.labor.warranty',
string='Store Labor Warranty',
tracking=True,
help='Auto-resolved when the visit-report wizard runs - links to the '
'active store labor warranty for this client + product if any.',
)
x_fc_labor_warranty_status = fields.Selection(
[
('not_checked', 'Not Yet Checked'),
('eligible', 'Covered - Labor Free'),
('not_covered', 'No Warranty on File'),
('expired', 'Warranty Expired'),
('void_misuse', 'Void - Misuse / Negligence'),
('waived', 'Manually Waived'),
],
string='Labor Warranty Status',
default='not_checked',
tracking=True,
)
# Manual labor-fee waiver (manager / sales rep only)
x_fc_labor_waived = fields.Boolean(
string='Labor Fee Waived',
tracking=True,
copy=False,
readonly=True,
)
x_fc_labor_waived_by_id = fields.Many2one(
'res.users',
string='Labor Waived By',
tracking=True,
copy=False,
readonly=True,
)
x_fc_labor_waived_at = fields.Datetime(
string='Labor Waived At',
tracking=True,
copy=False,
readonly=True,
)
x_fc_labor_waived_reason = fields.Char(
string='Labor Waiver Reason',
copy=False,
)
# Computed quote breakdown (all non-stored - depend on the rate-card)
x_fc_quote_callout_base = fields.Monetary(
string='Base Callout Fee',
currency_field='company_currency_id',
compute='_compute_callout_quote',
)
x_fc_quote_extra_techs = fields.Monetary(
string='Extra Tech Fees',
currency_field='company_currency_id',
compute='_compute_callout_quote',
)
x_fc_quote_labor = fields.Monetary(
string='Labor Charge',
currency_field='company_currency_id',
compute='_compute_callout_quote',
)
x_fc_quote_travel = fields.Monetary(
string='Travel Charge',
currency_field='company_currency_id',
compute='_compute_callout_quote',
)
x_fc_quote_waived = fields.Monetary(
string='Less: Waived',
currency_field='company_currency_id',
compute='_compute_callout_quote',
)
x_fc_quote_total = fields.Monetary(
string='Quote Total (excl. parts)',
currency_field='company_currency_id',
compute='_compute_callout_quote',
store=True, # stored so we can show it on list views and search
)
x_fc_quote_breakdown_text = fields.Text(
string='Quote Breakdown',
compute='_compute_callout_quote',
help='Human-readable line-by-line breakdown - used in the quote email.',
)
@api.depends('x_fc_callout_tier', 'x_fc_callout_distance_km',
'x_fc_callout_techs', 'x_fc_callout_labor_hours',
'x_fc_labor_warranty_status', 'x_fc_labor_waived')
def _compute_callout_quote(self):
Rate = self.env['fusion.repair.callout.rate'].sudo()
for r in self:
tier = r.x_fc_callout_tier or 'regular'
rate = Rate.get_for_tier(tier)
techs = max(r.x_fc_callout_techs or 1, 1)
hours = max(r.x_fc_callout_labor_hours or 0.0, 0.0)
distance = r.x_fc_callout_distance_km or 0.0
base = rate.base_callout_fee if rate else 0.0
extra_techs = 0.0
if rate and techs >= 2:
extra_techs += rate.second_tech_fee
if rate and techs >= 3:
# 3rd onwards: use additional_tech_fee, falling back to second_tech_fee.
per_extra = rate.additional_tech_fee or rate.second_tech_fee
extra_techs += per_extra * (techs - 2)
# Labour - charged per tech with min-1-hour floor on the
# BILLABLE portion (above 30 min the callout includes).
labor = 0.0
if rate and hours > 0:
min_hours = rate.minimum_labor_hours or 1.0
billable_h = max(hours, min_hours)
labor = billable_h * rate.hourly_labor_rate * techs
# Travel - both ways, per tech, for distance over threshold.
travel = 0.0
if rate:
over = max(distance - rate.travel_distance_threshold_km, 0.0)
travel = over * 2.0 * rate.travel_per_km_fee * techs
waived = 0.0
if r.x_fc_labor_warranty_status in ('eligible', 'waived') or r.x_fc_labor_waived:
waived = labor
total = base + extra_techs + labor + travel - waived
r.x_fc_quote_callout_base = base
r.x_fc_quote_extra_techs = extra_techs
r.x_fc_quote_labor = labor
r.x_fc_quote_travel = travel
r.x_fc_quote_waived = waived
r.x_fc_quote_total = total
r.x_fc_quote_breakdown_text = (
f'Base callout ({tier}): ${base:.2f}\n'
f'Extra technicians ({techs - 1}): ${extra_techs:.2f}\n'
f'Labor ({hours:.2f} h x {techs} tech, min '
f'{rate.minimum_labor_hours if rate else 1.0} h): ${labor:.2f}\n'
f'Travel ({distance:.1f} km, both ways, per tech): ${travel:.2f}\n'
+ (f'Less waived: -${waived:.2f}\n' if waived else '')
+ f'-------------------------------------------\n'
f'TOTAL (excl. parts): ${total:.2f}'
)
def action_check_labor_warranty(self):
"""Look up the active store labor warranty for this repair's
partner + product. Updates x_fc_labor_warranty_id and
x_fc_labor_warranty_status. Called from the visit-report wizard
AND from the dashboard's "check warranty" button."""
Warr = self.env['fusion.repair.labor.warranty'].sudo()
for r in self:
w = Warr.find_active_for(
r.partner_id, r.product_id, r.lot_id or False,
)
r.x_fc_labor_warranty_id = w.id if w else False
if not w:
r.x_fc_labor_warranty_status = 'not_covered'
elif w.state == 'expired':
r.x_fc_labor_warranty_status = 'expired'
elif w.state == 'void':
r.x_fc_labor_warranty_status = 'void_misuse'
else:
r.x_fc_labor_warranty_status = 'eligible'
def action_waive_labor_fee(self):
"""Manager / sales rep only. CS rep cannot waive."""
Group = self.env.ref
user = self.env.user
can_waive = (
user.has_group('fusion_repairs.group_fusion_repairs_manager')
or user.has_group('fusion_repairs.group_fusion_repairs_sales_rep')
)
if not can_waive:
raise UserError(_(
'Only Repairs Managers and Sales Reps can waive the labor fee. '
'CS staff must escalate to a manager.'
))
for r in self:
r.write({
'x_fc_labor_waived': True,
'x_fc_labor_waived_by_id': user.id,
'x_fc_labor_waived_at': fields.Datetime.now(),
'x_fc_labor_warranty_status': 'waived',
})
r.message_post(body=Markup(_(
'<b>Labor fee waived</b> by %(user)s. (Reason: %(reason)s)'
)) % {
'user': user.name,
'reason': r.x_fc_labor_waived_reason or 'goodwill',
})
@api.depends('x_fc_rush_tier', 'x_fc_rush_techs_required',
'x_fc_repair_category_id')
def _compute_rush_surcharge(self):