feat(fusion_repairs): Bundle 9 - service callout pricing + store labor warranty
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
@@ -132,6 +132,63 @@ class RepairVisitReportWizard(models.TransientModel):
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'alone.',
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)
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# ----- Bundle 9: callout pricing + warranty -----
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callout_distance_km = fields.Float(
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related='repair_id.x_fc_callout_distance_km',
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string='One-Way Distance (km)',
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readonly=False,
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help='Distance from shop to client. Beyond the rate-card threshold, '
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'EVERY km is billed BOTH WAYS, per tech.',
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)
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callout_techs = fields.Integer(
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related='repair_id.x_fc_callout_techs',
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string='Technicians on Callout',
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readonly=False,
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)
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callout_tier = fields.Selection(
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related='repair_id.x_fc_callout_tier',
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string='Callout Tier',
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readonly=False,
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)
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callout_labor_hours_used = fields.Float(
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string='Repair Hours (after 30 min inspection)',
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default=1.0,
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help='Total hours of REPAIR WORK after the 30 minutes the callout fee covers. '
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'Minimum 1 hour is billed even if the actual fix took less.',
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)
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quote_total_preview = fields.Monetary(
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related='repair_id.x_fc_quote_total',
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currency_field='company_currency_id',
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readonly=True,
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)
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quote_breakdown_preview = fields.Text(
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related='repair_id.x_fc_quote_breakdown_text',
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readonly=True,
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)
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labor_warranty_status_preview = fields.Selection(
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related='repair_id.x_fc_labor_warranty_status',
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readonly=True,
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)
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labor_warranty_id_preview = fields.Many2one(
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related='repair_id.x_fc_labor_warranty_id',
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readonly=True,
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)
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# Void path: tech finds misuse / negligence -> warranty is void
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warranty_void_reason = fields.Selection(
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[
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('user_negligence', 'User Negligence'),
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('gross_negligence', 'Gross Negligence'),
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('misuse', 'Misuse'),
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('over_recommended_use', 'Over-Recommended Use'),
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('accidental_damage', 'Accidental Damage'),
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],
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string='Void Warranty Reason',
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help='If you find evidence the unit was misused, pick the reason. The '
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'matching labor warranty record (if any) is voided permanently '
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'and the client is billed full labor.',
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)
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warranty_void_notes = fields.Text(string='Void Notes')
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# Variance display
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estimated_cost = fields.Monetary(
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related='repair_id.x_fc_estimated_cost',
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@@ -205,8 +262,25 @@ class RepairVisitReportWizard(models.TransientModel):
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repair.write({
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'x_fc_actual_cost': self.actual_cost,
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'x_fc_requires_requote': self.requires_requote,
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# Bundle 9 - persist hours the tech actually worked + resolve warranty
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'x_fc_callout_labor_hours': self.callout_labor_hours_used,
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})
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# Bundle 9: resolve labor warranty + apply void reason if the tech
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# found misuse during the visit.
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repair.action_check_labor_warranty()
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if self.warranty_void_reason and repair.x_fc_labor_warranty_id:
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repair.x_fc_labor_warranty_id.action_void(
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reason=self.warranty_void_reason,
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notes=self.warranty_void_notes or '',
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)
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repair.x_fc_labor_warranty_status = 'void_misuse'
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repair.message_post(body=Markup(_(
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'Warranty <b>VOIDED</b> on this visit. Reason: %(r)s. '
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'Full labor charged.'
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)) % {'r': dict(self._fields['warranty_void_reason'].selection).get(
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self.warranty_void_reason)})
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# Append technician notes to chatter.
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if self.notes:
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repair.message_post(body=self.notes)
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@@ -73,6 +73,37 @@
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<field name="issue_inspection_cert"
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invisible="outcome != 'completed'"/>
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<!-- Bundle 9: callout pricing capture + live quote preview -->
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<separator string="Callout Pricing (Bundle 9)"
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invisible="outcome != 'completed'"/>
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<group invisible="outcome != 'completed'">
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<group>
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<field name="callout_tier"/>
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<field name="callout_techs"/>
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<field name="callout_distance_km"/>
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<field name="callout_labor_hours_used"/>
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</group>
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<group>
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<field name="labor_warranty_id_preview" readonly="1"/>
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<field name="labor_warranty_status_preview" widget="badge"
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decoration-success="labor_warranty_status_preview == 'eligible'"
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decoration-warning="labor_warranty_status_preview in ('expired', 'waived')"
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decoration-danger="labor_warranty_status_preview == 'void_misuse'"/>
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<field name="warranty_void_reason"/>
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<field name="warranty_void_notes"
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invisible="not warranty_void_reason"
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required="warranty_void_reason"/>
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</group>
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</group>
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<group invisible="outcome != 'completed'">
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<field name="quote_total_preview" widget="monetary" readonly="1"
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class="oe_subtotal_footer_separator"/>
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<field name="company_currency_id" invisible="1"/>
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</group>
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<field name="quote_breakdown_preview"
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readonly="1" nolabel="1"
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invisible="outcome != 'completed'"/>
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<separator string="No-Show (T7)"/>
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<group>
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<field name="no_show"/>
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