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Author	SHA1	Message	Date
gsinghpal	c86f1bbbe5	fix(fusion_repairs): code-review batch - 4 critical + 8 high + 8 medium/low Critical - C1: _sql_constraints -> models.Constraint (Odoo 19 deprecation rule violation) - C2: variance threshold no longer uses abs() - under-cost is good news, must not block invoicing. Now only OVER-cost triggers requires_requote. - C3: roll_next_due_date() was dead code - now wired from fusion.technician.task.write() when a maintenance task transitions to 'completed', so the whole maintenance lifecycle actually advances. - C4: warranty.is_active was store=True but time-dependent (became stale). Dropped store=True; find_active_for() now filters by expiry_date directly. High - H1: added x_fc_maintenance_contract_id back-link on repair.order and populated it from create_repair_from_booking(). - H2: find_active_for() returns empty when neither lot nor product is supplied - prevents cross-product false warranty matches. - H3: visit-report wizard now creates stock.move records of repair_line_type 'add' for each part line, so Odoo's native action_create_sale_order() chain has lines to invoice and stock gets consumed properly. - H4: office intake email template now carries a fallback email_to header computed from res.company.x_fc_office_notification_ids (or company email), so it does not silently send with no recipient. - H5: maintenance reminder cron nextcall now always rolls to tomorrow at 07:00 local time, so installing/upgrading after 07:00 does not immediately fire all the day's reminders. - H6: public portal no longer hardcodes UID 1 as the intake user fallback (which in Odoo 19 is OdooBot). Prefers base.user_admin, else the lowest-id non-share user, else SUPERUSER_ID. - H7: public portal validates client_email via tools.email_normalize before partner creation; malformed addresses redirect with error=email. - H8: find_best_match() returns empty when no symptom keywords match (no silent first-catalog guess) and uses word-boundary regex to avoid matching 'battery' inside 'no battery problem'. Medium - M1: _inherit moved next to _name on maintenance_contract (cosmetic but brittle if Odoo refactors model class detection) - M2: relativedelta(months=N) instead of timedelta(days=N*30) for warranty and maintenance intervals (correct month boundaries) - M3: unique constraint on fusion.repair.maintenance.contract.booking_token - M6: dispatch task fallback now searches for an actual x_fc_is_field_staff user; gracefully skips and logs if no field staff exists (instead of silently failing the constraint check) - M7: maintenance contract list view date decoration uses context_today() (date) instead of strftime(string) - the str comparison would TypeError - M9: Visit Report button hidden on draft repairs and when no technician task is linked yet Low - L2: portal-created partners get default lang + company_id so mail templates render in the right language - L3: dropped unused exception variable in sales rep portal controller - L4: visit-report wizard 'found another issue' now redirects to the spawned stub repair so the tech can fill it in immediately - L5: dropped unrecognized data-string from <app> in settings view Public portal also: rate-limit check moved BEFORE the counter increment so blocked attempts do not keep inflating the bucket. All fixes verified end-to-end on local westin-v19: - variance one-sided: 0.5h labour vs $500 est -> requires_requote=False; 2h x $250 + $200 parts vs $100 est -> requires_requote=True - maintenance roll-forward: created MC/00006 due 2026-05-31, completed linked maintenance task -> contract rolled to 2026-11-21 with last_reminder_band reset - warranty find_active_for(partner only) -> empty recordset - service catalog find_best_match with unrelated text -> empty recordset - pg_constraint shows fusion_repair_maintenance_contract_booking_token_unique - /repair landing still 200 after restart Co-authored-by: Cursor <cursoragent@cursor.com>	2026-05-20 22:22:11 -04:00
gsinghpal	7727745b73	feat(fusion_repairs): Phase 2 - service catalogue, visit report, warranty, Poynt Service catalogue - New fusion.repair.service.catalog model: named service entries per equipment category with symptom keywords, estimated hours / cost, default parts, auto_schedule flag, optional pricelist override - find_best_match() scores candidates by symptom-keyword overlap against intake text hints (issue summary + category + notes) - Intake service wires it in: on submit, the matcher sets x_fc_service_catalog_id + x_fc_estimated_duration + x_fc_estimated_cost and (when auto_schedule=True) creates a draft dispatch task - Double-task guard: if catalogue match already created a task, the urgency-based dispatch skips so we never duplicate Visit report wizard - fusion.repair.visit.report.wizard with labour hours + parts lines + technician notes + 'found another issue' branch - Computes actual cost = (labour x service_product.list_price) + parts - Compares against estimate -> sets requires_requote when variance exceeds configured threshold (% or $); shows warning banner inline - On confirm: writes actuals back to repair, posts notes to chatter, optionally spawns a follow-up repair (T5 'found another issue') Repair warranty - New fusion.repair.warranty.coverage model (start/expiry, partner, product, lot, active flag) - find_active_for(partner, product, lot) returns the most-recent active coverage - Intake service auto-checks: when a new repair lands on an equipment that has active warranty coverage, posts a chatter banner so the office knows the work may be free under our 30/90-day re-do policy (manager review still required; never auto-zeros pricing) Repair form - Header: Visit Report + Collect Payment buttons (gated by group) - action_collect_payment looks up the linked posted unpaid invoice on the repair SO and opens the Poynt wizard (action_open_poynt_payment_wizard) AI intake summary - _generate_ai_summary calls self.env['fusion.api.service'].call_openai with consumer='fusion_repairs', feature='intake_triage' - Strict system prompt: no medical advice, no diagnoses, no recommending stop equipment use; ~80 words; plain English - Try/fallback per fusion-api-integration.mdc: if fusion_api not installed or call fails -> silently skip; intake never blocked Verified end-to-end on local westin-v19: - Stairlift motor intake -> catalogue match -> estimated $500/2h -> auto dispatch task (count=1, not duplicated) - Visit report: 2.5h x $250 + $100 parts = $725 actual vs $500 estimated = 45% variance -> requires_requote=True - Warranty: 30-day coverage on the completed repair; second repair on same partner triggers warranty banner in chatter Co-authored-by: Cursor <cursoragent@cursor.com>	2026-05-20 21:57:33 -04:00

Author

SHA1

Message

Date

gsinghpal

c86f1bbbe5

fix(fusion_repairs): code-review batch - 4 critical + 8 high + 8 medium/low

Critical
- C1: _sql_constraints -> models.Constraint (Odoo 19 deprecation rule violation)
- C2: variance threshold no longer uses abs() - under-cost is good news,
  must not block invoicing. Now only OVER-cost triggers requires_requote.
- C3: roll_next_due_date() was dead code - now wired from
  fusion.technician.task.write() when a maintenance task transitions to
  'completed', so the whole maintenance lifecycle actually advances.
- C4: warranty.is_active was store=True but time-dependent (became stale).
  Dropped store=True; find_active_for() now filters by expiry_date directly.

High
- H1: added x_fc_maintenance_contract_id back-link on repair.order and
  populated it from create_repair_from_booking().
- H2: find_active_for() returns empty when neither lot nor product is
  supplied - prevents cross-product false warranty matches.
- H3: visit-report wizard now creates stock.move records of repair_line_type
  'add' for each part line, so Odoo's native action_create_sale_order()
  chain has lines to invoice and stock gets consumed properly.
- H4: office intake email template now carries a fallback email_to header
  computed from res.company.x_fc_office_notification_ids (or company email),
  so it does not silently send with no recipient.
- H5: maintenance reminder cron nextcall now always rolls to tomorrow
  at 07:00 local time, so installing/upgrading after 07:00 does not
  immediately fire all the day's reminders.
- H6: public portal no longer hardcodes UID 1 as the intake user fallback
  (which in Odoo 19 is OdooBot). Prefers base.user_admin, else the
  lowest-id non-share user, else SUPERUSER_ID.
- H7: public portal validates client_email via tools.email_normalize
  before partner creation; malformed addresses redirect with error=email.
- H8: find_best_match() returns empty when no symptom keywords match
  (no silent first-catalog guess) and uses word-boundary regex to avoid
  matching 'battery' inside 'no battery problem'.

Medium
- M1: _inherit moved next to _name on maintenance_contract (cosmetic but
  brittle if Odoo refactors model class detection)
- M2: relativedelta(months=N) instead of timedelta(days=N*30) for warranty
  and maintenance intervals (correct month boundaries)
- M3: unique constraint on fusion.repair.maintenance.contract.booking_token
- M6: dispatch task fallback now searches for an actual x_fc_is_field_staff
  user; gracefully skips and logs if no field staff exists (instead of
  silently failing the constraint check)
- M7: maintenance contract list view date decoration uses context_today()
  (date) instead of strftime(string) - the str comparison would TypeError
- M9: Visit Report button hidden on draft repairs and when no technician
  task is linked yet

Low
- L2: portal-created partners get default lang + company_id so mail
  templates render in the right language
- L3: dropped unused exception variable in sales rep portal controller
- L4: visit-report wizard 'found another issue' now redirects to the
  spawned stub repair so the tech can fill it in immediately
- L5: dropped unrecognized data-string from <app> in settings view

Public portal also: rate-limit check moved BEFORE the counter increment so
blocked attempts do not keep inflating the bucket.

All fixes verified end-to-end on local westin-v19:
- variance one-sided: 0.5h labour vs $500 est -> requires_requote=False;
  2h x $250 + $200 parts vs $100 est -> requires_requote=True
- maintenance roll-forward: created MC/00006 due 2026-05-31, completed
  linked maintenance task -> contract rolled to 2026-11-21 with
  last_reminder_band reset
- warranty find_active_for(partner only) -> empty recordset
- service catalog find_best_match with unrelated text -> empty recordset
- pg_constraint shows fusion_repair_maintenance_contract_booking_token_unique
- /repair landing still 200 after restart

Co-authored-by: Cursor <cursoragent@cursor.com>

2026-05-20 22:22:11 -04:00

gsinghpal

7727745b73

feat(fusion_repairs): Phase 2 - service catalogue, visit report, warranty, Poynt

Service catalogue
- New fusion.repair.service.catalog model: named service entries per
  equipment category with symptom keywords, estimated hours / cost,
  default parts, auto_schedule flag, optional pricelist override
- find_best_match() scores candidates by symptom-keyword overlap against
  intake text hints (issue summary + category + notes)
- Intake service wires it in: on submit, the matcher sets
  x_fc_service_catalog_id + x_fc_estimated_duration + x_fc_estimated_cost
  and (when auto_schedule=True) creates a draft dispatch task
- Double-task guard: if catalogue match already created a task, the
  urgency-based dispatch skips so we never duplicate

Visit report wizard
- fusion.repair.visit.report.wizard with labour hours + parts lines +
  technician notes + 'found another issue' branch
- Computes actual cost = (labour x service_product.list_price) + parts
- Compares against estimate -> sets requires_requote when variance
  exceeds configured threshold (% or $); shows warning banner inline
- On confirm: writes actuals back to repair, posts notes to chatter,
  optionally spawns a follow-up repair (T5 'found another issue')

Repair warranty
- New fusion.repair.warranty.coverage model (start/expiry, partner,
  product, lot, active flag)
- find_active_for(partner, product, lot) returns the most-recent active
  coverage
- Intake service auto-checks: when a new repair lands on an equipment
  that has active warranty coverage, posts a chatter banner so the
  office knows the work may be free under our 30/90-day re-do policy
  (manager review still required; never auto-zeros pricing)

Repair form
- Header: Visit Report + Collect Payment buttons (gated by group)
- action_collect_payment looks up the linked posted unpaid invoice on
  the repair SO and opens the Poynt wizard (action_open_poynt_payment_wizard)

AI intake summary
- _generate_ai_summary calls self.env['fusion.api.service'].call_openai
  with consumer='fusion_repairs', feature='intake_triage'
- Strict system prompt: no medical advice, no diagnoses, no recommending
  stop equipment use; ~80 words; plain English
- Try/fallback per fusion-api-integration.mdc: if fusion_api not
  installed or call fails -> silently skip; intake never blocked

Verified end-to-end on local westin-v19:
- Stairlift motor intake -> catalogue match -> estimated $500/2h -> auto
  dispatch task (count=1, not duplicated)
- Visit report: 2.5h x $250 + $100 parts = $725 actual vs $500 estimated
  = 45% variance -> requires_requote=True
- Warranty: 30-day coverage on the completed repair; second repair on
  same partner triggers warranty banner in chatter

Co-authored-by: Cursor <cursoragent@cursor.com>

2026-05-20 21:57:33 -04:00

2 Commits