New fusion.repair.inspection.certificate model for the annual safety
inspections required on stairlifts, porch lifts, and power wheelchairs
in many jurisdictions.
Model
- mail.thread chatter-tracked; fields: name (CERT-YYYY-NNNN auto-seq),
partner_id, product_id (filtered to safety-critical categories), lot_id,
repair_order_id back-link, inspector_user_id (must be field staff),
jurisdiction (selection: Ontario / BC / Alberta / Quebec / Other),
issued_date, valid_for_months (default 12), expiry_date (computed,
stored, uses relativedelta - correct month boundaries), status
(non-stored compute: valid / expiring / expired / revoked), revoked,
notes, last_reminder_band.
- Unique constraint on certificate number (models.Constraint, not
_sql_constraints, per project rule).
- Sequence 'fusion.repair.inspection.certificate' with use_date_range=True
so the counter resets each year (CERT-2026-0001 ... CERT-2027-0001).
Visit report integration
- New issue_inspection_cert checkbox on fusion.repair.visit.report.wizard.
- When ticked AND the repair's category is safety_critical, action_confirm()
creates the certificate via _create_inspection_certificate() and
redirects to the cert form so the tech can print immediately.
- Non-safety-critical equipment quietly skips with a chatter note
explaining why.
PDF report
- web.html_container + web.external_layout, model bound so it appears
as a Print action on the certificate form.
- 'Certificate of Inspection' / 'Safety Inspected' gold-banner layout
with client name, equipment, serial, jurisdiction, issued + expiry
dates, inspector signature line, and the certificate number.
- Print Certificate button in form header.
Daily cron
- cron_send_expiry_reminders runs at 09:00, sends two band-tracked
reminders (30 days + 7 days before expiry) to the client.
- New mail.template email_template_inspection_expiry_reminder with
4px amber accent, certificate ref, equipment, expiry date, and a
CTA to call to book the re-inspection visit.
- last_reminder_band on the cert prevents re-sending the same band.
Backend wiring
- New menu entry 'Fusion Repairs > Inspection Certificates'.
- ACL: User read, Dispatcher write, Manager unlink. Field technicians
can create (they need to issue from the field).
- List view with red/amber/green status decoration.
- Form with statusbar, header buttons (Print, Revoke with confirm),
chatter.
Verified end-to-end on local westin-v19:
Stairlift repair RO-202605-15 -> visit-report with issue_inspection_cert=True
-> CERT-2026-0001 issued (status=valid, expires 2027-05-21)
Cert CERT-2026-0002 expiring in 30 days -> cron flagged
last_reminder_band='30' (would email client).
Bumped to 19.0.1.4.0 (minor bump for the new public-facing capability).
Co-authored-by: Cursor <cursoragent@cursor.com>
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>
