admin/Odoo-Modules
1
0
Fork 0
Code Issues Pull Requests Actions Packages Projects Releases Wiki Activity

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

Browse Source 
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

12
fusion_repairs/views/menus.xml
View File

@@ -63,6 +63,18 @@
action="action_repair_emergency_charge"
sequence="60"/>
<menuitem id="menu_fusion_repairs_callout_rate"
name="Callout Rate Card"
parent="menu_fusion_repairs_configuration"
action="action_repair_callout_rate"
sequence="65"/>
<menuitem id="menu_fusion_repairs_labor_warranty"
name="Labor Warranties"
parent="menu_fusion_repairs_root"
action="action_repair_labor_warranty"
sequence="36"/>
<!-- Configuration -->
<menuitem id="menu_fusion_repairs_configuration"
name="Configuration"

30
fusion_repairs/views/repair_callout_rate_views.xml Normal file
View File

@@ -0,0 +1,30 @@
<?xml version="1.0" encoding="utf-8"?>
<odoo>
<record id="view_repair_callout_rate_list" model="ir.ui.view">
<field name="name">fusion.repair.callout.rate.list</field>
<field name="model">fusion.repair.callout.rate</field>
<field name="arch" type="xml">
<list string="Callout Rate Card" editable="bottom">
<field name="tier"/>
<field name="base_callout_fee" widget="monetary"/>
<field name="second_tech_fee" widget="monetary"/>
<field name="additional_tech_fee" widget="monetary"/>
<field name="hourly_labor_rate" widget="monetary"/>
<field name="minimum_labor_hours"/>
<field name="travel_distance_threshold_km"/>
<field name="travel_per_km_fee" widget="monetary"/>
<field name="effective_from"/>
<field name="currency_id" invisible="1"/>
<field name="active" widget="boolean_toggle"/>
</list>
</field>
</record>
<record id="action_repair_callout_rate" model="ir.actions.act_window">
<field name="name">Callout Rate Card</field>
<field name="res_model">fusion.repair.callout.rate</field>
<field name="view_mode">list</field>
</record>
</odoo>

77
fusion_repairs/views/repair_labor_warranty_views.xml Normal file
View File

@@ -0,0 +1,77 @@
<?xml version="1.0" encoding="utf-8"?>
<odoo>
<record id="view_repair_labor_warranty_list" model="ir.ui.view">
<field name="name">fusion.repair.labor.warranty.list</field>
<field name="model">fusion.repair.labor.warranty</field>
<field name="arch" type="xml">
<list string="Store Labor Warranties"
decoration-success="state == 'active'"
decoration-warning="state == 'expired'"
decoration-danger="state == 'void'"
decoration-muted="state == 'consumed'">
<field name="name"/>
<field name="partner_id"/>
<field name="product_id"/>
<field name="lot_id" optional="show"/>
<field name="sale_order_id" optional="show"/>
<field name="warranty_years"/>
<field name="start_date"/>
<field name="end_date"/>
<field name="state" widget="badge"/>
<field name="void_reason" optional="hide"/>
</list>
</field>
</record>
<record id="view_repair_labor_warranty_form" model="ir.ui.view">
<field name="name">fusion.repair.labor.warranty.form</field>
<field name="model">fusion.repair.labor.warranty</field>
<field name="arch" type="xml">
<form string="Store Labor Warranty">
<header>
<button name="action_reinstate" type="object"
string="Reinstate" class="btn-secondary"
invisible="state != 'void'"
groups="fusion_repairs.group_fusion_repairs_manager"
confirm="Reinstate this voided warranty? Use only when the original void was a mistake."/>
<field name="state" widget="statusbar"
statusbar_visible="active,expired,void,consumed"/>
</header>
<sheet>
<div class="oe_title">
<h1><field name="name" readonly="1"/></h1>
</div>
<group>
<group>
<field name="partner_id" options="{'no_create': True}"/>
<field name="product_id" options="{'no_create': True}"/>
<field name="lot_id"/>
<field name="sale_order_id" options="{'no_create': True}"/>
</group>
<group>
<field name="warranty_years"/>
<field name="start_date"/>
<field name="end_date" readonly="1"/>
<field name="company_id" groups="base.group_multi_company"/>
</group>
</group>
<group string="Void Information" invisible="state != 'void'">
<field name="void_reason" readonly="1"/>
<field name="voided_by_id" readonly="1"/>
<field name="voided_at" readonly="1"/>
<field name="void_notes" readonly="1"/>
</group>
</sheet>
<chatter/>
</form>
</field>
</record>
<record id="action_repair_labor_warranty" model="ir.actions.act_window">
<field name="name">Labor Warranties</field>
<field name="res_model">fusion.repair.labor.warranty</field>
<field name="view_mode">list,form</field>
</record>
</odoo>

55
fusion_repairs/views/repair_order_views.xml
View File

@@ -46,6 +46,21 @@
icon="fa-check"
invisible="not x_fc_rush_requested or x_fc_rush_acknowledged_at"
groups="fusion_repairs.group_fusion_repairs_user"/>
<!-- Bundle 9: warranty + waive (waive group-gated server-side too) -->
<button name="action_check_labor_warranty"
type="object"
string="Check Labor Warranty"
class="btn-secondary"
icon="fa-shield"
invisible="state in ('done', 'cancel')"
groups="fusion_repairs.group_fusion_repairs_user"/>
<button name="action_waive_labor_fee"
type="object"
string="Waive Labor Fee"
class="btn-warning"
icon="fa-percent"
invisible="x_fc_labor_waived or state in ('done', 'cancel')"
groups="fusion_repairs.group_fusion_repairs_sales_rep"/>
</xpath>
<!-- Smart buttons: Technician Tasks + Intake Answers + Original SO. -->
@@ -144,6 +159,46 @@
</group>
</group>
</page>
<page string="Callout Pricing" name="fusion_callout">
<group>
<group string="Inputs">
<field name="x_fc_callout_tier"/>
<field name="x_fc_callout_techs"/>
<field name="x_fc_callout_distance_km"/>
<field name="x_fc_callout_labor_hours"/>
</group>
<group string="Warranty / Waiver">
<field name="x_fc_labor_warranty_id" readonly="1"/>
<field name="x_fc_labor_warranty_status" widget="badge"
decoration-success="x_fc_labor_warranty_status == 'eligible'"
decoration-warning="x_fc_labor_warranty_status in ('expired', 'waived')"
decoration-danger="x_fc_labor_warranty_status == 'void_misuse'"/>
<field name="x_fc_labor_waived" readonly="1"/>
<field name="x_fc_labor_waived_by_id" readonly="1"
invisible="not x_fc_labor_waived"/>
<field name="x_fc_labor_waived_at" readonly="1"
invisible="not x_fc_labor_waived"/>
<field name="x_fc_labor_waived_reason"
invisible="not x_fc_labor_waived"
readonly="not x_fc_labor_waived"/>
</group>
</group>
<separator string="Quote Breakdown"/>
<group>
<group>
<field name="x_fc_quote_callout_base" widget="monetary" readonly="1"/>
<field name="x_fc_quote_extra_techs" widget="monetary" readonly="1"/>
<field name="x_fc_quote_labor" widget="monetary" readonly="1"/>
<field name="x_fc_quote_travel" widget="monetary" readonly="1"/>
</group>
<group>
<field name="x_fc_quote_waived" widget="monetary" readonly="1"/>
<field name="x_fc_quote_total" widget="monetary" readonly="1"
class="oe_subtotal_footer_separator"/>
</group>
</group>
</page>
<page string="Rush / Parts" name="fusion_rush_parts">
<group>
<group string="Rush Service">