Files
Odoo-Modules/fusion_repairs/models/repair_labor_warranty.py
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>
2026-05-21 01:56:09 -04:00

232 lines
7.0 KiB
Python

# -*- coding: utf-8 -*-
# Copyright 2024-2026 Nexa Systems Inc.
# License OPL-1 (Odoo Proprietary License v1.0)
"""Store labor warranty.
Distinct from the manufacturer warranty. This is what we extend at point
of sale: "5-year labor warranty - bring it to the store, we fix the labour
for free". Carve-outs (user negligence, gross negligence, misuse, etc.)
are tracked explicitly so the visit-report wizard can VOID the warranty
in real time when the tech encounters one.
Important boundary - WHAT THE WARRANTY COVERS:
- In-store labour: FREE
- Home callout (tech dispatched): callout fee STILL applies (it includes
inspection / report); the hourly labour beyond 30 min is free
- Parts: NEVER free unless covered by separate manufacturer warranty
- Travel: ALWAYS charged when over the distance threshold
"""
from dateutil.relativedelta import relativedelta
from markupsafe import Markup
from odoo import _, api, fields, models
from odoo.exceptions import UserError
VOID_REASONS = [
('user_negligence', 'User Negligence'),
('gross_negligence', 'Gross Negligence'),
('misuse', 'Misuse'),
('over_recommended_use', 'Over-Recommended Use'),
('accidental_damage', 'Accidental Damage'),
('not_covered_part', 'Part Not Covered'),
('other', 'Other (see notes)'),
]
class FusionRepairLaborWarranty(models.Model):
_name = 'fusion.repair.labor.warranty'
_inherit = ['mail.thread']
_description = 'Store Labor Warranty'
_order = 'end_date desc, id desc'
name = fields.Char(
string='Reference',
default='New',
copy=False,
readonly=True,
tracking=True,
)
partner_id = fields.Many2one(
'res.partner',
string='Client',
required=True,
tracking=True,
index=True,
)
product_id = fields.Many2one(
'product.product',
string='Equipment',
required=True,
tracking=True,
)
lot_id = fields.Many2one(
'stock.lot',
string='Serial',
tracking=True,
)
sale_order_id = fields.Many2one(
'sale.order',
string='Sold On',
ondelete='set null',
tracking=True,
)
warranty_years = fields.Integer(
string='Years',
default=5,
required=True,
tracking=True,
)
start_date = fields.Date(
string='Start',
default=fields.Date.context_today,
required=True,
tracking=True,
)
end_date = fields.Date(
string='Ends',
compute='_compute_end_date',
store=True,
tracking=True,
)
state = fields.Selection(
[
('active', 'Active'),
('expired', 'Expired'),
('void', 'Void'),
('consumed', 'Consumed'),
],
string='Status',
default='active',
tracking=True,
compute='_compute_state',
store=True,
)
# When voided
void_reason = fields.Selection(
VOID_REASONS,
string='Void Reason',
tracking=True,
)
void_notes = fields.Text(string='Void Notes')
voided_at = fields.Datetime(string='Voided At', copy=False)
voided_by_id = fields.Many2one('res.users', string='Voided By', copy=False)
company_id = fields.Many2one(
'res.company',
default=lambda self: self.env.company,
)
_name_unique = models.Constraint(
'unique(name)',
'Labor-warranty references must be unique.',
)
# ------------------------------------------------------------------
# CRUD
# ------------------------------------------------------------------
@api.model_create_multi
def create(self, vals_list):
for vals in vals_list:
if vals.get('name', 'New') == 'New':
vals['name'] = self.env['ir.sequence'].next_by_code(
'fusion.repair.labor.warranty'
) or 'LW/NEW'
return super().create(vals_list)
# ------------------------------------------------------------------
# COMPUTES
# ------------------------------------------------------------------
@api.depends('start_date', 'warranty_years')
def _compute_end_date(self):
for r in self:
if r.start_date and r.warranty_years:
r.end_date = r.start_date + relativedelta(years=r.warranty_years)
else:
r.end_date = False
@api.depends('void_reason', 'end_date')
def _compute_state(self):
today = fields.Date.context_today(self)
for r in self:
if r.state == 'consumed':
continue
if r.void_reason:
r.state = 'void'
elif r.end_date and r.end_date < today:
r.state = 'expired'
else:
r.state = 'active'
# ------------------------------------------------------------------
# LOOKUP
# ------------------------------------------------------------------
@api.model
def find_active_for(self, partner, product=None, lot=None):
"""Find the active labor warranty covering (partner, product/lot).
Specificity order:
1. exact lot match
2. product + partner match
3. partner-only match (last resort)
"""
if not partner:
return self.browse()
today = fields.Date.context_today(self)
base_domain = [
('partner_id', '=', partner.id),
('state', '=', 'active'),
('end_date', '>=', today),
]
if lot:
hit = self.sudo().search(
base_domain + [('lot_id', '=', lot.id)],
order='end_date desc', limit=1,
)
if hit:
return hit
if product:
hit = self.sudo().search(
base_domain + [('product_id', '=', product.id)],
order='end_date desc', limit=1,
)
if hit:
return hit
return self.browse()
# ------------------------------------------------------------------
# VOID
# ------------------------------------------------------------------
def action_void(self, reason='other', notes=''):
if not reason:
raise UserError(_('A void reason is required.'))
for r in self:
r.write({
'void_reason': reason,
'void_notes': notes,
'voided_at': fields.Datetime.now(),
'voided_by_id': self.env.uid,
})
r.message_post(body=Markup(_(
'Warranty <b>voided</b> by %(user)s. Reason: %(reason)s.'
)) % {
'user': self.env.user.name,
'reason': dict(VOID_REASONS).get(reason, reason),
})
def action_reinstate(self):
for r in self:
r.write({
'void_reason': False,
'void_notes': False,
'voided_at': False,
'voided_by_id': False,
})
r.message_post(body=_('Warranty reinstated.'))