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