ecca8e357f7be8e2d68595e82b6a5c661b19bb05
5 Commits
| Author | SHA1 | Message | Date | |
|---|---|---|---|---|
gsinghpal
|
f41426c5b9 |
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>
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gsinghpal
|
ebbadb3002 |
feat(fusion_repairs): Bundle 8 - rush service + emergency pricing + parts-ordered workflow
The grumpy-old-customer-with-broken-stairlift scenario. Four real workflows
the office faces every week, with comms baked in so the client never has to
call back asking for status.
NEW MODELS
- fusion.repair.emergency.charge (rate card)
Per (category, tier) rate with per_tech_multiplier; 5 tiers
(same_day / next_day / after_hours / weekend / holiday). Each category
can have its own rates - bed motors need 2 techs, stairlift is single.
Seeded with realistic Westin rates: stairlift same-day $250, weekend
$450; porch lift same-day $300; bed same-day $175 with 0.6 multiplier
(2-tech jobs frequent); powerchair same-day $200.
- fusion.repair.part.order (procurement-facing record)
One per distinct part the tech needs from the manufacturer. Carries
description + OEM # + manufacturer + quantity + photos + notes.
4-state lifecycle: draft -> ordered -> received -> fitted (or
cancelled). On state transitions:
draft -> ordered: email client "ordered, expected by X"
ordered -> received: email client "arrived, scheduling return visit"
+ auto-create follow-up dispatch task when ALL
outstanding parts on the repair have arrived.
REPAIR.ORDER EXTENSIONS
- Rush fields: x_fc_rush_requested, x_fc_rush_tier,
x_fc_rush_techs_required, x_fc_rush_surcharge (computed via rate card),
x_fc_rush_acknowledged_at + x_fc_rush_acknowledged_by_id (audit trail
proving CS got verbal OK before charging).
- Parts-awaiting fields: x_fc_parts_awaiting + x_fc_parts_eta_date +
x_fc_part_order_ids One2many + x_fc_part_order_count.
- New methods:
* action_acknowledge_rush() - one-click "client agreed" with audit.
* action_squeeze_into_today() - picks the lightest-loaded skilled tech,
finds their first free 1-hour slot between 9am-6pm, schedules the
task in it, sends:
1) live bus.bus push to the tech (sticky notification in their
web client - so they see it MID-SHIFT)
2) rush-alert email (force_send=True - this can't wait in the queue)
3) chatter post on the tech task itself
Validates against fusion_tasks' time-conflict rule by passing
force_schedule via context (intake.service honours it).
* action_view_part_orders() - smart button.
WIZARD EXTENSIONS
- repair.intake.wizard:
New rush_requested + rush_tier + rush_techs_required + rush_acknowledged
controls. Live rush_surcharge_preview compute shows CS the price in
real-time as they change category / tier / tech count. Yellow alert
reminds CS to read the price to the client BEFORE submitting.
- repair.visit.report.wizard:
New outcome radio: completed / parts_needed / rescheduled.
When outcome=parts_needed, needs_parts_line_ids One2many appears for
the tech to capture each part (description, OEM, manufacturer, qty,
lead days, notes, photos). On submit each line creates a
fusion.repair.part.order, the repair flips to x_fc_parts_awaiting=True
with an ETA, and the client gets the "we found the problem, here's the
plan" email immediately.
INTAKE SERVICE
- _create_dispatch_task now honours force_schedule (date + time_start +
time_end) via context so squeeze + auto-redispatch don't crash on
fusion_tasks' time-window validator.
- _create_single_repair carries rush_requested/tier/techs through to
the new repair fields.
MAIL TEMPLATES (4 new)
- email_template_rush_tech_alert: red 4px accent, address + phone + the
$surcharge - what the tech needs to know mid-shift.
- email_template_repair_awaiting_parts: amber accent, "we found the
problem, parts ordered, return visit ~ETA, no action needed".
- email_template_parts_ordered: blue, per-part confirmation.
- email_template_parts_received: green, "arrived, office will call to
confirm visit".
UI / NAVIGATION
- Backend wizard: rush controls + live surcharge preview + verbal-OK alert.
- repair.order form: new Rush / Parts notebook tab with all the fields
+ linked part orders list. Two new header buttons (Squeeze into
Today / Client Agreed to Rush Price). Two new search filters
(Rush, Awaiting Parts).
- Part Order form: statusbar with the 4 transitions + Cancel; notes +
photos notebook tabs; full chatter for audit.
- Menus: 'Parts to Order' under root; 'Emergency Surcharges' under
Configuration.
SECURITY
- 8 new ACL entries (emergency_charge user/manager; part_order
user/dispatcher/manager/technician; visit_report partline for office
and field tech). Office sees parts but only managers can edit
emergency rates.
Verified end-to-end on local westin-v19 - all 4 scenarios green:
S1 Same-day rush stairlift -> $250 surcharge, ack stamped, squeeze
assigned garry@ at first free 1h slot today, alert email queued,
chatter posted.
S2 Next-day priority bed -> $0 surcharge (no rate seeded for bed
next_day - office can configure), 4 emails queued (client + office).
S3 2-tech weekend stairlift -> $675 (450 base + 0.5x base for 2nd tech).
S4 Parts-needed visit-report -> 2 PART-#### records created, repair
awaiting_parts=True, ETA=2026-06-06, office activity scheduled,
client email sent. Marking part ordered -> client mail. Marking
all parts received -> auto-dispatch follow-up + client mail.
Bumped to 19.0.1.9.1.
Co-authored-by: Cursor <cursoragent@cursor.com>
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gsinghpal
|
b4b59cc3c9 |
feat(fusion_repairs): Bundle 7 - tech mobile (T3 + T4 + T6 + T7)
T3 Labour timer on technician task - Two new fields on fusion.technician.task: x_fc_timer_running_since (Datetime) + x_fc_timer_accumulated_minutes (Float). - action_timer_start / action_timer_stop methods, idempotent (start when already running is a no-op, stop when not running is a no-op). - Multiple start/stop cycles accumulate into the same total. - Two header buttons (Start Timer green / Stop Timer amber), invisible based on the running_since field so the right one shows at any time. - Stop posts a chatter line 'Labour timer stopped. Added X.X min, total Y.Y min.' so audit history shows every shift. T4 Client signature on visit report - New client_signature Binary field on the visit-report wizard with Odoo native widget='signature' that draws on canvas + base64-encodes the PNG. - client_signature_name Char for typed name (audit). - Persisted as an ir.attachment on the repair.order via the new _persist_mobile_artefacts helper. - Chatter post 'Client signature captured (Jane Smith).'. T6 Replaced parts - serial capture - parts_serial_capture Text on the wizard (one per line per the spec). - On confirm, posted to chatter wrapped in <pre> so line breaks survive. - Used by OEM warranty filing in future M8. T7 Client no-show photo proof - no_show Boolean + no_show_photo Binary with widget='image' (visible only when no_show=True via Odoo 19 invisible= conditional). - Photo saved as ir.attachment on the repair when present. - Chatter post 'Visit recorded as client no-show (photo attached)'. Verified end-to-end on local westin-v19: T3 timer started -> 2s sleep -> stopped -> 0.0357 min recorded T4 attachment 'signature-RO-202605-17.png' created on repair T6 chatter shows 'SN-AAA-111 / SN-BBB-222' T4 chatter shows 'Client signature captured (Jane Smith)' Bumped to 19.0.1.7.0. Co-authored-by: Cursor <cursoragent@cursor.com> |
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gsinghpal
|
65c4d8801c |
feat(fusion_repairs): Bundle 4 - M1 compliance inspection certificates
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> |
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gsinghpal
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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> |