Files
Odoo-Modules/fusion_repairs/models/repair_callout_rate.py
gsinghpal 48dd7718e2 feat(fusion_repairs): Bundle 10 - align pricing to Westin's printed rate card
User shared their actual published service-rate card. Bundle 9's seeded
numbers were placeholders that no longer match. Realigned the rate card,
added the LIFT & ELEVATING SERVICE class, added the in-shop labour
rate path, added the delivery / pickup charge model, added rush as a
proper tier (distinct from after-hours), and added 30-min increment
rounding on top of the existing 1-hour minimum.

EQUIPMENT CLASS

  fusion.repair.product.category gets a new x_fc_equipment_class
  selection: 'standard' vs 'lift_elevating'. The published card splits
  pricing into two service classes - lift_elevating has higher rates
  ($160 callout vs $95, $110/h vs $85).

  Categories marked lift_elevating in seed:
    stairlift, porch_lift, lift_chair (new)

  New 'Lift Chair' category seeded (power recliner / lift chair).

CALLOUT RATE CARD

  fusion.repair.callout.rate gets:
    - equipment_class field (standard / lift_elevating)
    - in_shop_labor_rate field (separate $75 vs $85 on-site)
    - 'rush' tier value (was missing - rush was implicit via emergency
       surcharge from Bundle 8; now a proper tier matching the printed
       rate card row 'Rush Service Calls $120')

  Re-seeded with the PUBLISHED Westin rate card (exact values):

    STANDARD SERVICE
      regular         $95  callout / $85/h on-site  / $75/h in-shop
      rush            $120 callout / $85/h          / $75/h
      after_hours     $140 callout / $85/h          / $75/h
      weekend         $180 callout / $85/h          / $75/h   (extension)
      holiday         $220 callout / $85/h          / $75/h   (extension)

    LIFT & ELEVATING SERVICE
      regular         $160 callout / $110/h on-site / $110/h in-shop
      rush            $200 callout / $110/h         / $110/h  (extension)
      after_hours     $240 callout / $110/h         / $110/h  (extension)
      weekend         $300 callout / $110/h         / $110/h  (extension)
      holiday         $360 callout / $110/h         / $110/h  (extension)

    Travel: $0.70 per km, BOTH WAYS, past 25 km, per technician
    (matches the per-card '$0.70 per km x 2-way' footnote).

  get_for_tier(tier, equipment_class) now resolves with a fallback:
  tries (tier, lift_elevating) first, falls back to (tier, standard)
  if no lift-specific row exists - so an admin can leave standard rows
  as the catch-all and only customise lift for the exceptions.

DELIVERY / PICKUP RATE CARD

  New fusion.repair.delivery.charge model + seed of all 7 items from
  the printed card:
    Local Service Area (within Brampton) ........ $35
    Outside Local Area .......................... $60
    Rush Pickups / Delivery ..................... $60 + $0.70/km x 2-way
    Lift Chair Delivery and Set-Up .............. $120
    Hospital Bed Delivery and Set-Up ............ $120
    Stairlift Delivery and Set-Up ............... $300
    Stairlift Removal ........................... $300

  quote_rush(distance_km) helper for the office's delivery scheduling.
  New menu: Configuration > Delivery / Pickup Charges.

PRICING ENGINE UPDATES (repair.order._compute_callout_quote)

  - Class-aware rate lookup (uses category.equipment_class).
  - In-shop mode (x_fc_in_shop=True): skips callout fee + extra-tech +
    travel; charges in_shop_labor_rate * hours * techs only. Per the
    rate-card footnote 'In-Shop Labour Rate'.
  - 30-min increment rounding ON TOP of the 1-hour floor:
    billable_h = max(ceil(actual * 2) / 2, min_hours)
    -> 20-min work bills 1.0 h
    -> 75-min work bills 1.5 h
    -> 95-min work bills 2.0 h
  - Improved breakdown text shows the rate-card row name + class +
    pro-ration math so the client can see how the total was computed.

NEW FIELDS

  repair.order:
    x_fc_in_shop  (Boolean) - flip to switch the quote engine to
                              in-shop mode.
    x_fc_callout_tier now includes 'rush' as a value (was missing).

  visit-report wizard:
    callout_in_shop related field - tech can flip the mode on-site if
    the work was actually done in-store after pickup.

MIGRATION SCRIPT

  migrations/19.0.2.1.0/post-migration.py runs once on existing
  installs:
    1. Updates stairlift / porch_lift / lift_chair categories
       equipment_class -> lift_elevating
    2. Wipes the 4 Bundle 9 rate-card xml_ids so the new noupdate=1
       seed creates them with the correct printed values.

  Fresh installs get the right values directly from the seed XML.
  Admin-created custom rate rows (no xml_id) are NEVER touched.

VERIFIED END-TO-END (0 bugs across 28 checks)

  Rate card matches printed values exactly:
    regular/standard      = $95/$85h/$75h          PASS
    rush/standard         = $120/$85h/$75h         PASS
    after_hours/standard  = $140/$85h/$75h         PASS
    regular/lift          = $160/$110h/$110h       PASS

  Six end-to-end quote scenarios:
    A. Standard 12km 20-min   -> $180  ($95 + 1h*$85)
    B. Lift     12km 20-min   -> $270  ($160 + 1h*$110)
    C. Rush     30km 1.2h     -> $254.50
       ($120 + ceil(2.4)/2=1.5h * $85 + 5km*2*$0.70 = $7)
    D. After-hours lift 2-tech 35km 2.6h -> $928.00
       ($240 + ceil(5.2)/2=3.0h * $110 * 2 + 10km*2*$0.70*2)
    E. In-shop  standard 2h   -> $150  (2h * $75 in-shop, no callout)
    F. In-shop  lift 1.5h     -> $165  (1.5h * $110 in-shop)

  Seven delivery rates loaded with correct amounts; rush 40km calc
  = $81 ($60 base + 15km*2*$0.70).

  Stairlift / Porch Lift / Lift Chair categories correctly marked
  lift_elevating; rest stay standard.

Bumped to 19.0.2.1.0.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-05-21 02:47:11 -04:00

179 lines
6.8 KiB
Python

# -*- coding: utf-8 -*-
# Copyright 2024-2026 Nexa Systems Inc.
# License OPL-1 (Odoo Proprietary License v1.0)
"""Service callout rate card.
When we dispatch a tech to a client's home (as opposed to in-store work),
this rate card answers "what do we charge?" for any combination of:
* tier (regular hours / after-hours / weekend / statutory holiday)
* number of technicians dispatched
* actual labour hours billable (after the 30 min the callout fee covers)
* round-trip travel kilometres beyond the threshold
The Bundle 8 emergency surcharge sits ON TOP of this when CS flags a
repair as a rush (same-day squeeze, etc.). They are separate concepts:
- callout rate = the BASELINE house-call price
- emergency surcharge = added "drop everything" premium
"""
from odoo import _, api, fields, models
class FusionRepairCalloutRate(models.Model):
_name = 'fusion.repair.callout.rate'
_description = 'Service Callout Rate Card'
_order = 'effective_from desc, tier, id'
name = fields.Char(compute='_compute_name', store=True)
tier = fields.Selection(
[
('regular', 'Regular Business Hours'),
('rush', 'Rush Service'),
('after_hours', 'After Hours (weekday evening)'),
('weekend', 'Weekend'),
('holiday', 'Statutory Holiday'),
],
string='Tier',
required=True,
default='regular',
)
# Bundle 10: Westin's rate card splits by equipment class. Lift &
# Elevating Service ($160 callout / $110 labour) is distinct from
# Standard Service ($95 callout / $85 labour). The lookup falls back
# from (tier, equipment_class) to (tier, 'standard').
equipment_class = fields.Selection(
[
('standard', 'Standard Service'),
('lift_elevating', 'Lift & Elevating Service'),
],
string='Equipment Class',
default='standard',
required=True,
)
# ---- Base callout (covers first 30 minutes of labour) ----
base_callout_fee = fields.Monetary(
string='Base Callout Fee (1 tech)',
currency_field='currency_id',
required=True,
default=0.0,
help='Charge for dispatching one technician to the client. INCLUDES '
'the first 30 minutes for inspection / check / report. Repair '
'labour above the 30 min is charged hourly at hourly_labor_rate.',
)
second_tech_fee = fields.Monetary(
string='Second Technician Fee',
currency_field='currency_id',
default=0.0,
help='Added to the callout when a 2nd technician is dispatched alongside '
'the first. Lower than a second base callout because they share '
'travel.',
)
additional_tech_fee = fields.Monetary(
string='Each Additional Technician Fee',
currency_field='currency_id',
default=0.0,
help='Applied to the 3rd, 4th... technician on the same callout. '
'Defaults to second_tech_fee if left zero.',
)
# ---- Hourly labour (after the included 30 min) ----
hourly_labor_rate = fields.Monetary(
string='On-Site Hourly Labour Rate (per tech)',
currency_field='currency_id',
required=True,
default=0.0,
help='Per-technician hourly rate applied to billable labour above the '
'30 min the callout covers. Minimum bill is minimum_labor_hours '
'even if the tech finished faster.',
)
# Bundle 10: separate IN-SHOP hourly rate. When the client brings the unit
# to the store (no callout, no travel) we charge a lower hourly rate.
in_shop_labor_rate = fields.Monetary(
string='In-Shop Hourly Labour Rate',
currency_field='currency_id',
default=0.0,
help='Hourly rate when work is done IN THE STORE (no callout fee, no '
'travel). Per Westin rate card: $75 standard / $110 lift.',
)
minimum_labor_hours = fields.Float(
string='Minimum Billable Hours',
default=1.0,
help='Round-up floor for labour beyond the included 30 min. Set 1.0 '
'so a 20-minute fix still bills 1.0 hours. Hours beyond the floor '
'are pro-rated in 30-minute increments per the published card.',
)
# ---- Travel ----
travel_distance_threshold_km = fields.Float(
string='Free Travel Distance (km, one-way)',
default=25.0,
help='Travel under this distance is free. Beyond it, every additional '
'kilometre is charged at travel_per_km_fee, BOTH WAYS (so the bill '
'is per-km * (one_way_km - threshold) * 2).',
)
travel_per_km_fee = fields.Monetary(
string='Per-km Fee Over Threshold',
currency_field='currency_id',
default=0.0,
help='Per technician, per kilometre, both ways.',
)
# ---- Bookkeeping ----
effective_from = fields.Date(
string='Effective From',
default=fields.Date.context_today,
required=True,
help='Rate effective from this date. Newer rates supersede older ones '
'for the same (tier, company).',
)
currency_id = fields.Many2one(
'res.currency',
default=lambda self: self.env.company.currency_id,
)
company_id = fields.Many2one(
'res.company',
default=lambda self: self.env.company,
)
active = fields.Boolean(default=True)
description = fields.Text(
help='Optional notes shown to CS / dispatchers - e.g. "applies after 5 PM weekdays".',
)
@api.depends('tier', 'base_callout_fee', 'effective_from')
def _compute_name(self):
for r in self:
tier_label = dict(self._fields['tier'].selection).get(r.tier) or '?'
r.name = (
f'{tier_label} - ${r.base_callout_fee:.0f} callout'
f' (from {r.effective_from})'
)
@api.model
def get_for_tier(self, tier, equipment_class='standard', on_date=None):
"""Return the active rate row for `tier` + `equipment_class` effective
on `on_date`. Tries (tier, class) first, falls back to (tier, standard)
if no class-specific row is configured. Empty recordset if none at all.
"""
on_date = on_date or fields.Date.context_today(self)
Domain = lambda cls: [
('tier', '=', tier),
('equipment_class', '=', cls),
('active', '=', True),
('effective_from', '<=', on_date),
('company_id', 'in', self.env.companies.ids),
]
hit = self.sudo().search(
Domain(equipment_class or 'standard'),
order='effective_from desc', limit=1,
)
if not hit and equipment_class and equipment_class != 'standard':
hit = self.sudo().search(
Domain('standard'),
order='effective_from desc', limit=1,
)
return hit