# -*- coding: utf-8 -*- # Copyright 2024-2026 Nexa Systems Inc. # License OPL-1 (Odoo Proprietary License v1.0) """Technician visit report wizard. Opened from a completed (or in-progress) repair.order. Captures: - labour hours - parts/consumables used - recommended upsell products - optional client signature On confirm: - writes labour + parts as repair.order lines (Odoo native operations) - updates x_fc_actual_cost on the repair - triggers variance reconciliation (sets x_fc_requires_requote if over threshold) - if not requote: confirms the repair (state='under_repair' -> 'done' via Odoo native flow) - offers an action_collect_payment shortcut to fire Poynt on the resulting invoice """ import logging from datetime import timedelta from markupsafe import Markup from odoo import _, api, fields, models from odoo.exceptions import UserError _logger = logging.getLogger(__name__) class RepairVisitReportWizard(models.TransientModel): _name = 'fusion.repair.visit.report.wizard' _description = 'Repair Visit Report Wizard' repair_id = fields.Many2one( 'repair.order', string='Repair Order', required=True, readonly=True, ) technician_id = fields.Many2one( 'res.users', string='Technician', default=lambda self: self.env.user, domain="[('x_fc_is_field_staff', '=', True)]", ) # Labour labour_hours = fields.Float( string='Labour Hours', required=True, default=1.0, ) # Parts used (simple line model below) parts_line_ids = fields.One2many( 'fusion.repair.visit.report.wizard.line', 'wizard_id', string='Parts Used', ) # Outcome notes = fields.Html(string='Technician Notes') found_another_issue = fields.Boolean( string='Found Another Issue', help='Tick to spawn a follow-up repair after saving this visit.', ) # M1: tick when the visit was a safety inspection. On save the wizard # creates a fusion.repair.inspection.certificate. issue_inspection_cert = fields.Boolean( string='Issue Compliance Certificate', help='Tick when the visit was an annual safety inspection. Creates an ' 'inspection certificate record and prints the PDF on save.', ) inspection_cert_id = fields.Many2one( 'fusion.repair.inspection.certificate', string='Issued Certificate', readonly=True, ) # ----- T4 client signature ----- client_signature = fields.Binary( string='Client Signature', attachment=True, help='Captured via signature widget on tech mobile - proves the ' 'client accepted the work.', ) client_signature_name = fields.Char( string='Signed By', help='Type the client name as they signed (for the audit log).', ) # ----- T7 no-show photo proof ----- no_show = fields.Boolean( string='Client No-Show', help='Tick if the client was not present. Forces a no-show photo.', ) no_show_photo = fields.Binary( string='No-Show Photo', attachment=True, help='Photo of the door / driveway proving the technician attended.', ) # ----- T6 parts replaced - serial capture ----- parts_serial_capture = fields.Text( string='Replaced Parts - Serials', help='One serial per line. Used for OEM warranty claims.', ) # ----- Bundle 8: Cannot Fix Today - Needs Parts ----- outcome = fields.Selection( [ ('completed', 'Repair Complete - Close It'), ('parts_needed', "Can't Fix Today - Need to Order Parts"), ('rescheduled', 'Could Not Reach / Rescheduled'), ], string='Visit Outcome', default='completed', required=True, help='Drives what happens after you submit: completed -> closes the ' "repair; parts_needed -> captures the part info, emails the client, " "schedules follow-up; rescheduled -> repair stays open.", ) needs_parts_line_ids = fields.One2many( 'fusion.repair.visit.report.wizard.partline', 'wizard_id', string='Parts To Order', help='ONE line per distinct part. Description + OEM number + photos go to ' 'procurement so they can place the manufacturer order from your input ' 'alone.', ) # ----- Bundle 9: callout pricing + warranty ----- callout_distance_km = fields.Float( related='repair_id.x_fc_callout_distance_km', string='One-Way Distance (km)', readonly=False, help='Distance from shop to client. Beyond the rate-card threshold, ' 'EVERY km is billed BOTH WAYS, per tech.', ) callout_techs = fields.Integer( related='repair_id.x_fc_callout_techs', string='Technicians on Callout', readonly=False, ) callout_tier = fields.Selection( related='repair_id.x_fc_callout_tier', string='Callout Tier', readonly=False, ) callout_in_shop = fields.Boolean( related='repair_id.x_fc_in_shop', string='In-Shop Repair', readonly=False, ) callout_labor_hours_used = fields.Float( string='Repair Hours (after 30 min inspection)', default=1.0, help='Total hours of REPAIR WORK after the 30 minutes the callout fee covers. ' 'Minimum 1 hour is billed even if the actual fix took less.', ) quote_total_preview = fields.Monetary( related='repair_id.x_fc_quote_total', currency_field='company_currency_id', readonly=True, ) quote_breakdown_preview = fields.Text( related='repair_id.x_fc_quote_breakdown_text', readonly=True, ) labor_warranty_status_preview = fields.Selection( related='repair_id.x_fc_labor_warranty_status', readonly=True, ) labor_warranty_id_preview = fields.Many2one( related='repair_id.x_fc_labor_warranty_id', readonly=True, ) # Void path: tech finds misuse / negligence -> warranty is void warranty_void_reason = fields.Selection( [ ('user_negligence', 'User Negligence'), ('gross_negligence', 'Gross Negligence'), ('misuse', 'Misuse'), ('over_recommended_use', 'Over-Recommended Use'), ('accidental_damage', 'Accidental Damage'), ], string='Void Warranty Reason', help='If you find evidence the unit was misused, pick the reason. The ' 'matching labor warranty record (if any) is voided permanently ' 'and the client is billed full labor.', ) warranty_void_notes = fields.Text(string='Void Notes') # Variance display estimated_cost = fields.Monetary( related='repair_id.x_fc_estimated_cost', currency_field='company_currency_id', readonly=True, ) actual_cost = fields.Monetary( string='Actual Cost', compute='_compute_actual_cost', currency_field='company_currency_id', ) variance_pct = fields.Float( string='Variance %', compute='_compute_actual_cost', ) requires_requote = fields.Boolean( compute='_compute_actual_cost', ) company_currency_id = fields.Many2one( 'res.currency', related='repair_id.company_currency_id', readonly=True, ) @api.depends('labour_hours', 'parts_line_ids.subtotal', 'repair_id.x_fc_estimated_cost') def _compute_actual_cost(self): ICP = self.env['ir.config_parameter'].sudo() try: threshold_pct = float(ICP.get_param('fusion_repairs.variance_threshold_pct', '20')) except (ValueError, TypeError): threshold_pct = 20.0 try: threshold_amt = float(ICP.get_param('fusion_repairs.variance_threshold_amount', '100')) except (ValueError, TypeError): threshold_amt = 100.0 for w in self: catalog = w.repair_id.x_fc_service_catalog_id labour_rate = 0.0 if catalog and catalog.service_product_id: labour_rate = catalog.service_product_id.list_price parts_total = sum(w.parts_line_ids.mapped('subtotal')) w.actual_cost = (w.labour_hours * labour_rate) + parts_total est = w.estimated_cost or 0.0 variance_pct = ((w.actual_cost - est) / est * 100) if est else 0.0 w.variance_pct = variance_pct # One-sided: only OVER-cost triggers re-quote. Coming in under # estimate is good news and must not block invoicing. over_pct = variance_pct over_amt = w.actual_cost - est w.requires_requote = est > 0 and ( over_pct >= threshold_pct or over_amt >= threshold_amt ) # ------------------------------------------------------------------ # ACTION # ------------------------------------------------------------------ def action_confirm(self): self.ensure_one() repair = self.repair_id if not repair: raise UserError(_('No repair selected.')) # Create native repair operations (stock moves) for the parts used. # 'add' type moves consume parts from the parts source location and # flow through to the invoice when action_create_sale_order() is run. self._create_repair_part_moves(repair) # Persist actual cost + requote flag on the repair. repair.write({ 'x_fc_actual_cost': self.actual_cost, 'x_fc_requires_requote': self.requires_requote, # Bundle 9 - persist hours the tech actually worked + resolve warranty 'x_fc_callout_labor_hours': self.callout_labor_hours_used, }) # Bundle 9: resolve labor warranty + apply void reason if the tech # found misuse during the visit. repair.action_check_labor_warranty() if self.warranty_void_reason and repair.x_fc_labor_warranty_id: repair.x_fc_labor_warranty_id.action_void( reason=self.warranty_void_reason, notes=self.warranty_void_notes or '', ) repair.x_fc_labor_warranty_status = 'void_misuse' repair.message_post(body=Markup(_( 'Warranty VOIDED on this visit. Reason: %(r)s. ' 'Full labor charged.' )) % {'r': dict(self._fields['warranty_void_reason'].selection).get( self.warranty_void_reason)}) # Append technician notes to chatter. if self.notes: repair.message_post(body=self.notes) # Spawn a follow-up repair if the tech found another issue. stub = False if self.found_another_issue: stub = repair.copy({ 'state': 'draft', 'internal_notes': _( '

Spawned from visit report on %(ref)s. Add details for the new issue.

', ref=repair.name, ), 'x_fc_intake_source': 'manual', 'x_fc_intake_session_id': repair.x_fc_intake_session_id, 'x_fc_estimated_cost': 0.0, 'x_fc_actual_cost': 0.0, 'x_fc_requires_requote': False, 'x_fc_intake_template_id': False, 'x_fc_service_catalog_id': False, 'x_fc_maintenance_contract_id': False, }) repair.message_post( body=Markup(_( 'Spawned follow-up repair %(name)s for "found another issue".' )) % {'name': stub.name or ''}, ) # M1: issue an inspection certificate when the box is ticked # AND the equipment is safety-critical (stairlift / porch lift / power chair). if self.issue_inspection_cert: self._create_inspection_certificate(repair) # T4 / T6 / T7: persist captured artefacts as ir.attachment on the # repair so they survive the wizard close. self._persist_mobile_artefacts(repair) # M5: burn a pre-paid service plan visit if the client has one and # the repair is a maintenance visit. The wizard intentionally does NOT # zero out the client's invoice line - the office still posts the # invoice; the burn is informational + the office reconciles credits # in their accounting flow. if not repair.x_fc_is_quote_only: self._burn_service_plan_visit(repair) # Bundle 8: parts-needed branch - capture the parts, flag the repair, # email the client, leave the repair OPEN with awaiting_parts substate. if self.outcome == 'parts_needed': self._handle_parts_needed(repair) elif self.outcome == 'rescheduled': repair.message_post(body=Markup(_( 'Visit reported as rescheduled. Repair kept open.' ))) # BUG-B1 fix: actually close the repair so the whole downstream chain # (NPS cron, dashboard "done this month" stats, customer survey) fires. # Leave open if requote needed - the office will re-quote and the tech # will revisit. No-show / parts-needed / rescheduled / quote-only also # stay open. elif (self.outcome == 'completed' and not self.requires_requote and not self.no_show and not repair.x_fc_is_quote_only and not stub): self._close_repair(repair) elif self.no_show: repair.message_post(body=Markup(_( 'Repair kept open due to no-show. Office to reschedule.' ))) elif self.requires_requote: repair.message_post(body=Markup(_( 'Repair kept open pending re-quote (variance flag).' ))) # If a stub was spawned, open it directly so the tech can fill in details. # Otherwise, if a certificate was issued, jump to it so the tech can print. if stub: return { 'type': 'ir.actions.act_window', 'name': stub.name, 'res_model': 'repair.order', 'view_mode': 'form', 'res_id': stub.id, } if self.inspection_cert_id: return { 'type': 'ir.actions.act_window', 'name': self.inspection_cert_id.name, 'res_model': 'fusion.repair.inspection.certificate', 'view_mode': 'form', 'res_id': self.inspection_cert_id.id, } return { 'type': 'ir.actions.act_window', 'name': repair.name, 'res_model': 'repair.order', 'view_mode': 'form', 'res_id': repair.id, } def _persist_mobile_artefacts(self, repair): """T4/T6/T7: attach signature image, no-show photo, and serial list to the repair so they survive after the transient wizard closes.""" Attachment = self.env['ir.attachment'].sudo() if self.client_signature: Attachment.create({ 'name': f'signature-{repair.name}.png', 'datas': self.client_signature, 'res_model': 'repair.order', 'res_id': repair.id, 'mimetype': 'image/png', }) who = self.client_signature_name or repair.partner_id.name or '' repair.message_post(body=Markup(_( 'Client signature captured (%s).' )) % who) if self.no_show: if self.no_show_photo: Attachment.create({ 'name': f'no-show-{repair.name}.jpg', 'datas': self.no_show_photo, 'res_model': 'repair.order', 'res_id': repair.id, 'mimetype': 'image/jpeg', }) repair.message_post(body=Markup(_( 'Visit recorded as client no-show%s.' )) % (' (photo attached)' if self.no_show_photo else '')) if self.parts_serial_capture and self.parts_serial_capture.strip(): repair.message_post(body=Markup(_( 'Replaced part serials captured:
%s
' )) % self.parts_serial_capture.strip()) def _handle_parts_needed(self, repair): """Capture each part line as a fusion.repair.part.order record, flag the repair as Awaiting Parts, and email the client a "we found the problem - here's the timeline" note.""" if not self.needs_parts_line_ids: raise UserError(_( 'Tick "Can\'t Fix Today - Need to Order Parts" but no parts ' 'are captured. Add at least one part line so procurement can ' 'place the order.' )) PartOrder = self.env['fusion.repair.part.order'].sudo() Attachment = self.env['ir.attachment'].sudo() max_lead = 0 for line in self.needs_parts_line_ids: # Copy any uploaded photos onto attachments owned by the part order. photo_ids = [] for att in line.photo_ids: copied = Attachment.create({ 'name': att.name, 'datas': att.datas, 'mimetype': att.mimetype, }) photo_ids.append(copied.id) part = PartOrder.create({ 'repair_order_id': repair.id, 'description': line.description, 'oem_part_number': line.oem_part_number, 'manufacturer': line.manufacturer, 'quantity': line.quantity or 1.0, 'notes': line.notes, 'photo_ids': [(6, 0, photo_ids)] if photo_ids else False, 'expected_date': line.expected_lead_days and ( fields.Date.context_today(self) + timedelta(days=line.expected_lead_days) ) or False, }) max_lead = max(max_lead, int(line.expected_lead_days or 0)) repair.write({ 'x_fc_parts_awaiting': True, 'x_fc_parts_eta_date': ( fields.Date.context_today(self) + timedelta(days=max_lead + 2) if max_lead else False ), }) # Office activity - "place these orders today". repair.activity_schedule( summary='Order parts from manufacturer(s)', note=_('Tech captured %d part(s) - place the order(s) today.' ) % len(self.needs_parts_line_ids), user_id=repair.user_id.id or self.env.uid, ) # Client comms. tpl = self.env.ref( 'fusion_repairs.email_template_repair_awaiting_parts', raise_if_not_found=False, ) if tpl and repair.partner_id and repair.partner_id.email: try: tpl.send_mail(repair.id, force_send=False) except Exception: _logger.exception('Awaiting-parts email failed for %s', repair.name) repair.message_post(body=Markup(_( 'Visit reported as parts needed. Captured %(n)d part order(s); ' 'repair flagged "Awaiting Parts". Client notified.' )) % {'n': len(self.needs_parts_line_ids)}) def _close_repair(self, repair): """Drive the Odoo native state machine from draft -> done. Odoo 19 sequence: draft -> action_validate (confirmed/under_repair) -> action_repair_start (under_repair) -> action_repair_end (done). Calls are guarded - silently re-runs only the missing steps. """ try: if repair.state == 'draft': # action_validate is the standard entry path; if the product is # storable it expects reservations etc., so fall back to the # simpler _action_repair_confirm() helper if validate refuses. try: repair.action_validate() except Exception as e: _logger.info( 'action_validate skipped for %s: %s; using internal confirm.', repair.name, e, ) repair._action_repair_confirm() if repair.state == 'confirmed': repair.action_repair_start() if repair.state == 'under_repair': repair.action_repair_end() repair.message_post(body=Markup(_( 'Visit report submitted - repair closed by %s.' )) % (self.technician_id.name or self.env.user.name)) except Exception as e: _logger.exception( 'Visit report could not close repair %s automatically: %s', repair.name, e, ) repair.message_post(body=Markup(_( 'Could not auto-close repair: %s. Office must close manually.' )) % str(e)) def _burn_service_plan_visit(self, repair): """M5: deduct one visit from the most-recently-active service plan covering this repair. Quietly no-ops if the client has no plan.""" Plan = self.env['fusion.repair.service.plan.subscription'].sudo() sub = Plan.find_for_repair(repair) if sub: sub.burn_visit(repair) def _create_inspection_certificate(self, repair): """M1: create the inspection certificate. Requires a safety-critical equipment category - otherwise just logs to chatter and skips.""" category = repair.x_fc_repair_category_id if not category or not category.safety_critical: repair.message_post(body=_( 'Inspection certificate skipped - equipment category is not ' 'flagged as safety_critical. Only stairlifts, porch lifts, ' 'and power wheelchairs receive annual certificates.' )) return if not repair.product_id: repair.message_post(body=_( 'Inspection certificate skipped - the repair has no product set.' )) return Cert = self.env['fusion.repair.inspection.certificate'].sudo() cert = Cert.create({ 'partner_id': repair.partner_id.id, 'product_id': repair.product_id.id, 'lot_id': repair.lot_id.id if repair.lot_id else False, 'repair_order_id': repair.id, 'inspector_user_id': self.technician_id.id or self.env.uid, }) self.inspection_cert_id = cert repair.message_post(body=_( 'Issued inspection certificate %s (expires %s).' ) % (cert.name, cert.expiry_date)) def _create_repair_part_moves(self, repair): """Create stock.move records for each part used (repair_line_type='add'). Locations follow the repair order's configured source / parts locations; Odoo natively links these moves to the SO line generated by action_create_sale_order() so they invoice correctly. """ Move = self.env['stock.move'].sudo() for line in self.parts_line_ids: if not line.product_id or line.quantity <= 0: continue vals = { 'name': line.product_id.display_name, 'product_id': line.product_id.id, 'product_uom_qty': line.quantity, 'product_uom': line.product_id.uom_id.id, 'repair_id': repair.id, 'repair_line_type': 'add', 'location_id': repair.location_id.id, 'location_dest_id': repair.parts_location_id.id or repair.location_id.id, 'company_id': repair.company_id.id, } try: Move.create(vals) except Exception as e: _logger.warning( 'Could not create repair part move on %s for %s: %s', repair.name, line.product_id.display_name, e, ) class RepairVisitReportWizardLine(models.TransientModel): _name = 'fusion.repair.visit.report.wizard.line' _description = 'Repair Visit Report Wizard - Part Line' wizard_id = fields.Many2one( 'fusion.repair.visit.report.wizard', required=True, ondelete='cascade', ) product_id = fields.Many2one( 'product.product', string='Part', required=True, ) quantity = fields.Float(default=1.0, required=True) unit_price = fields.Float(string='Unit Price') subtotal = fields.Float(compute='_compute_subtotal', store=True) @api.onchange('product_id') def _onchange_product_id(self): if self.product_id: self.unit_price = self.product_id.list_price @api.depends('quantity', 'unit_price') def _compute_subtotal(self): for line in self: line.subtotal = line.quantity * line.unit_price class RepairVisitReportWizardPartLine(models.TransientModel): """Bundle 8: parts the tech needs the office to ORDER from the manufacturer. Captured during the visit report when outcome='parts_needed'; one record per distinct part. On wizard confirm, each line creates a fusion.repair.part.order which is the procurement-facing record. """ _name = 'fusion.repair.visit.report.wizard.partline' _description = 'Visit Report - Part to Order' wizard_id = fields.Many2one( 'fusion.repair.visit.report.wizard', required=True, ondelete='cascade', ) description = fields.Char( string='Description', required=True, help='Plain English (e.g. "Handicare 1100 right armrest").', ) oem_part_number = fields.Char(string='OEM #') manufacturer = fields.Char(string='Manufacturer') quantity = fields.Float(default=1.0, required=True) expected_lead_days = fields.Integer( string='Lead Time (days)', default=7, help='Tech estimate. Office uses this to set client ETA expectations.', ) notes = fields.Text(string='Notes for Procurement') photo_ids = fields.Many2many( 'ir.attachment', 'fusion_repair_visit_partline_photo_rel', 'partline_id', 'attachment_id', string='Photos', )