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Odoo-Modules/fusion_repairs/models/repair_order.py
gsinghpal 638b223d3b feat(fusion_repairs): Bundle 6 - M7 failure analytics + M9 margin per repair 
M9 margin per repair
- New non-stored computes on repair.order: x_fc_revenue, x_fc_labour_cost,
  x_fc_parts_cost, x_fc_margin, x_fc_margin_pct.
- Revenue: sum of posted out_invoice.amount_untaxed on the repair's sale
  order (handles partial / multi invoice scenarios).
- Labour: sum of (task.duration_hours x technician.x_fc_tech_cost_rate)
  over COMPLETED visits only - avoids counting scheduled-but-not-done time.
- Parts: sum of standard_price x qty for stock moves where
  repair_line_type='add' (parts consumed, not removed).
- New 'Margin' notebook tab on repair.order form, manager-group gated.

M7 failure analytics on the dashboard
- Three new keys in get_dashboard_data():
  * failures_by_product - top 8 products by repair_count in last 90 days
    via _read_group (efficient - no record load)
  * failures_by_symptom - top 8 x_fc_issue_category values
  * margin_summary - revenue/labour/parts/margin/margin_pct + sample_size
    over the same 90-day window
- Three new tiles on the OWL dashboard 'Last 90 Days' section:
  Margin Summary (revenue/labour/parts/margin breakdown),
  Failure Rate by Product, Failure Rate by Symptom.
- New formatMoney + formatPercent helpers on the dashboard JS so values
  display as 'CAD 12,345' rather than raw floats.

Verified end-to-end on local westin-v19:
  Dashboard returned all 9 expected keys.
  Top product: 'M6 X 27 THREADED BARREL' (2 repairs) - actual test data.
  Margin summary over 26 repairs (dev has $0 invoices so values 0.0,
  but the compute path is exercised and shapes are correct).

Bumped to 19.0.1.6.0.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-05-21 00:21:57 -04:00

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# -*- coding: utf-8 -*-
# Copyright 2024-2026 Nexa Systems Inc.
# License OPL-1 (Odoo Proprietary License v1.0)
import logging
from datetime import date, datetime, timedelta
from dateutil.relativedelta import relativedelta
from odoo import api, fields, models, _
from odoo.exceptions import UserError
_logger = logging.getLogger(__name__)
INTAKE_SOURCES = [
('backend_wizard', 'Backend Wizard (CS)'),
('sales_rep_portal', 'Sales Rep Portal'),
('client_portal', 'Client Self-Service'),
('manual', 'Manual / Other'),
]
URGENCY_LEVELS = [
('normal', 'Normal'),
('urgent', 'Urgent'),
('safety', 'Safety Issue'),
]
class RepairOrder(models.Model):
"""Extend Odoo Repairs with intake context, dispatch link, warranty
determination, and pricing variance tracking for Fusion Repairs."""
_inherit = 'repair.order'
# ------------------------------------------------------------------
# CREATE - replace the picking-type default sequence with our
# date-based RO-YYYYMM-NN reference. We set vals['name'] BEFORE
# super() so Odoo's native create() (which only assigns the picking
# type sequence when name is empty or 'New') skips its own numbering.
# ------------------------------------------------------------------
@api.model_create_multi
def create(self, vals_list):
Sequence = self.env['ir.sequence'].sudo()
for vals in vals_list:
if not vals.get('name') or vals.get('name') == 'New':
next_name = Sequence.next_by_code('fusion.repair.order.monthly')
if next_name:
vals['name'] = next_name
return super().create(vals_list)
# ------------------------------------------------------------------
# INTAKE METADATA
# ------------------------------------------------------------------
x_fc_intake_source = fields.Selection(
INTAKE_SOURCES,
string='Intake Source',
default='manual',
tracking=True,
help='Which intake surface created this repair (backend CS wizard, '
'sales rep portal, public client portal, or manual entry).',
)
x_fc_intake_user_id = fields.Many2one(
'res.users',
string='Intake By',
tracking=True,
index=True,
help='User who took the call / submitted the intake. For client portal, '
'this is the OdooBot or admin user.',
)
x_fc_intake_session_id = fields.Char(
string='Intake Session',
index=True,
copy=False,
help='Reference shared by multiple repair orders created during the same call.',
)
x_fc_intake_template_id = fields.Many2one(
'fusion.repair.intake.template',
string='Intake Template',
help='Question template used during intake.',
)
x_fc_intake_answer_ids = fields.One2many(
'fusion.repair.intake.answer',
'repair_id',
string='Intake Answers',
)
# Catalogue match (Phase 2)
x_fc_service_catalog_id = fields.Many2one(
'fusion.repair.service.catalog',
string='Service Catalogue Match',
index=True,
help='Auto-matched catalogue entry that pre-fills estimated cost and duration.',
)
# C6: quote-only flag (set when intake submitted in quote-only mode).
x_fc_is_quote_only = fields.Boolean(
string='Quote Only',
tracking=True,
index=True,
help='True when the intake was submitted in "Quote Only" mode - the '
'office has not yet authorised dispatching a technician.',
)
# ------------------------------------------------------------------
# ON-CALL PAGING (CL15)
# Set when a safety repair is paged to the on-call manager. Allows
# ack and the 15-minute escalation cron to roll forward to the next
# priority if not acknowledged.
# ------------------------------------------------------------------
x_fc_on_call_token = fields.Char(
string='On-Call Ack Token',
copy=False,
index=True,
)
x_fc_on_call_paged_user_id = fields.Many2one(
'res.users',
string='On-Call Paged User',
copy=False,
index=True,
)
x_fc_on_call_paged_at = fields.Datetime(
string='On-Call Paged At',
copy=False,
)
x_fc_on_call_acknowledged_user_ids = fields.Many2many(
'res.users',
'fusion_repair_on_call_ack_rel',
'repair_id', 'user_id',
string='On-Call Acknowledgements',
copy=False,
)
x_fc_on_call_acknowledged_at = fields.Datetime(
string='Acknowledged At',
copy=False,
)
_on_call_token_unique = models.Constraint(
'unique(x_fc_on_call_token)',
'On-call acknowledgement tokens must be unique.',
)
# ------------------------------------------------------------------
# X4 + M3 - NPS sent flag + loaner offered flag + done-at stamp
# (X2 day-before flag now lives on fusion.technician.task per H1)
# ------------------------------------------------------------------
x_fc_nps_email_sent = fields.Boolean(
string='NPS Email Sent',
copy=False,
)
x_fc_done_at = fields.Datetime(
string='Closed At',
copy=False,
readonly=True,
help='Stamped when the repair first transitions to state=done. '
'Drives the post-visit NPS cron (24h after close) without '
'getting pushed forward by every subsequent chatter message.',
)
x_fc_loaner_offered = fields.Boolean(
string='Loaner Offered',
copy=False,
help='True once a loaner-offer activity has been posted for this '
'long-running repair (M3). Avoids re-posting daily.',
)
# ------------------------------------------------------------------
# M9 - Margin per repair (revenue - labour cost - parts cost)
# All non-stored computes; surfaced in the M7 analytics dashboard.
# ------------------------------------------------------------------
x_fc_revenue = fields.Monetary(
string='Revenue',
currency_field='company_currency_id',
compute='_compute_margin',
help='Sum of posted invoice totals for the repair sale order.',
)
x_fc_labour_cost = fields.Monetary(
string='Labour Cost',
currency_field='company_currency_id',
compute='_compute_margin',
help='Sum of (hours x technician cost rate) over all completed visits.',
)
x_fc_parts_cost = fields.Monetary(
string='Parts Cost',
currency_field='company_currency_id',
compute='_compute_margin',
help='Sum of standard_price for parts consumed via repair operations.',
)
x_fc_margin = fields.Monetary(
string='Margin',
currency_field='company_currency_id',
compute='_compute_margin',
help='Revenue - labour cost - parts cost.',
)
x_fc_margin_pct = fields.Float(
string='Margin %',
compute='_compute_margin',
)
def _compute_margin(self):
for r in self:
revenue = 0.0
if r.sale_order_id and hasattr(r.sale_order_id, 'invoice_ids'):
for inv in r.sale_order_id.invoice_ids.filtered(
lambda m: m.state == 'posted' and m.move_type == 'out_invoice'
):
revenue += inv.amount_untaxed or 0.0
labour = 0.0
for task in r.x_fc_technician_task_ids:
if task.status != 'completed':
continue
rate = task.technician_id.x_fc_tech_cost_rate or 0.0
labour += (task.duration_hours or 0.0) * rate
parts = 0.0
for move in r.move_ids.filtered(lambda m: m.repair_line_type == 'add'):
parts += (move.product_id.standard_price or 0.0) * (move.product_uom_qty or 0.0)
r.x_fc_revenue = revenue
r.x_fc_labour_cost = labour
r.x_fc_parts_cost = parts
margin = revenue - labour - parts
r.x_fc_margin = margin
r.x_fc_margin_pct = (margin / revenue * 100) if revenue else 0.0
def write(self, vals):
# H2: stamp x_fc_done_at the first time state transitions to 'done'
# so the NPS cron has a stable timestamp (write_date moves on every
# chatter / invoice / attachment write).
if vals.get('state') == 'done':
for r in self:
if r.state != 'done' and not r.x_fc_done_at:
vals = dict(vals)
vals['x_fc_done_at'] = fields.Datetime.now()
break
return super().write(vals)
# ------------------------------------------------------------------
# X2 / X4 / M3 crons
# ------------------------------------------------------------------
@api.model
def cron_send_day_before_reminders(self):
"""X2: email the client the day before each scheduled tech visit.
Per-TASK flag (not per-repair) so multi-visit repairs get a
separate reminder for each individual visit.
"""
if not self._notifications_enabled():
return
tomorrow = date.today() + timedelta(days=1)
Task = self.env['fusion.technician.task'].sudo()
tasks = Task.search([
('scheduled_date', '=', tomorrow),
('x_fc_day_before_reminder_sent', '=', False),
('x_fc_repair_order_id', '!=', False),
('x_fc_repair_order_id.state', 'in', ('confirmed', 'under_repair')),
])
tpl = self.env.ref(
'fusion_repairs.email_template_visit_day_before',
raise_if_not_found=False,
)
if not tpl:
_logger.warning('X2 day-before cron: email template missing')
return
for task in tasks:
repair = task.x_fc_repair_order_id
if not repair.partner_id or not repair.partner_id.email:
task.x_fc_day_before_reminder_sent = True # don't keep retrying
continue
try:
# Pass the specific task via context so the template renders
# the right scheduled date / technician (H3).
tpl.with_context(reminder_task_id=task.id) \
.send_mail(repair.id, force_send=False)
except Exception:
_logger.exception('X2 day-before reminder failed for task %s', task.name)
# Still set the flag - the task's "tomorrow" is gone after midnight
# so retrying tomorrow would email about the wrong date.
task.x_fc_day_before_reminder_sent = True
@api.model
def cron_send_post_visit_nps(self):
"""X4: send NPS / Google review email 24h after state=done.
Uses x_fc_done_at (H2) so chatter writes don't push the timestamp
forward.
"""
if not self._notifications_enabled():
return
cutoff = datetime.now() - timedelta(hours=24)
repairs = self.search([
('state', '=', 'done'),
('x_fc_nps_email_sent', '=', False),
('x_fc_done_at', '!=', False),
('x_fc_done_at', '<=', cutoff),
])
tpl = self.env.ref(
'fusion_repairs.email_template_post_visit_nps',
raise_if_not_found=False,
)
if not tpl:
_logger.warning('X4 NPS cron: email template missing')
return
for r in repairs:
if not r.partner_id or not r.partner_id.email:
r.x_fc_nps_email_sent = True # don't keep retrying
continue
try:
tpl.send_mail(r.id, force_send=False)
except Exception:
_logger.exception('X4 NPS email failed for repair %s', r.name)
r.x_fc_nps_email_sent = True
@api.model
def cron_offer_loaner_for_long_repairs(self):
"""M3: post an Offer-Loaner activity when a confirmed/in-repair
order has been waiting longer than threshold days.
Soft-depends on fusion_loaners_management - silently no-ops when
the loaner model isn't installed. Uses schedule_date (or create_date
as fallback) so quote-only / draft repairs aren't bothered.
"""
if 'fusion.loaner.checkout' not in self.env:
return
ICP = self.env['ir.config_parameter'].sudo()
try:
threshold = int(ICP.get_param(
'fusion_repairs.loaner_offer_threshold_days', '3'
))
except (ValueError, TypeError):
threshold = 3
cutoff = datetime.now() - timedelta(days=threshold)
activity_type = self.env.ref(
'fusion_repairs.mail_activity_type_loaner_offer',
raise_if_not_found=False,
)
if not activity_type:
_logger.warning('M3 loaner cron: activity type missing, skipping')
return
repairs = self.search([
('state', 'in', ('confirmed', 'under_repair')),
('x_fc_is_quote_only', '=', False),
('x_fc_loaner_offered', '=', False),
'|',
'&', ('schedule_date', '!=', False), ('schedule_date', '<=', cutoff),
'&', ('schedule_date', '=', False), ('create_date', '<=', cutoff),
], limit=200, order='create_date desc')
for r in repairs:
try:
r.activity_schedule(
activity_type_id=activity_type.id,
summary='Offer a loaner unit',
note=(
'This repair has been waiting more than %s days. '
'Consider offering the client a loaner unit while we '
'complete the repair.'
) % threshold,
user_id=r.user_id.id or self.env.uid,
)
r.x_fc_loaner_offered = True
except Exception:
_logger.exception(
'M3 loaner cron: activity_schedule failed for repair %s',
r.name,
)
@api.model
def _notifications_enabled(self):
# Delegate to the shared intake-service single source of truth (M2).
Service = self.env.get('fusion.repair.intake.service')
if Service:
return Service._notifications_enabled()
return self.env['ir.config_parameter'].sudo().get_param(
'fusion_repairs.enable_email_notifications', 'True'
) == 'True'
def action_offer_loaner(self):
"""Open the fusion_loaners_management checkout wizard pre-filled
with this repair's partner. Soft-link - raises if the module is
not installed."""
self.ensure_one()
if 'fusion.loaner.checkout' not in self.env:
raise UserError(_(
'Loaner management is not installed. Install '
'fusion_loaners_management to enable this feature.'
))
return {
'type': 'ir.actions.act_window',
'name': _('Offer Loaner'),
'res_model': 'fusion.loaner.checkout',
'view_mode': 'form',
'target': 'new',
'context': {
'default_partner_id': self.partner_id.id,
'default_sale_order_id': self.sale_order_id.id or False,
},
}
# Maintenance contract back-link (Phase 3)
x_fc_maintenance_contract_id = fields.Many2one(
'fusion.repair.maintenance.contract',
string='Maintenance Contract',
index=True,
help='Set when this repair was spawned from a maintenance reminder booking. '
'Completing the related technician task rolls the contract to its next cycle.',
)
x_fc_intake_answer_count = fields.Integer(
compute='_compute_intake_answer_count',
)
# ------------------------------------------------------------------
# EQUIPMENT / WARRANTY
# ------------------------------------------------------------------
x_fc_repair_category_id = fields.Many2one(
'fusion.repair.product.category',
string='Equipment Category',
tracking=True,
index=True,
help='Medical equipment category - drives intake template and tech skills filter.',
)
x_fc_third_party_equipment = fields.Boolean(
string='Third-Party Equipment',
tracking=True,
help='True if the equipment was not sold by us. Forces under_warranty=False '
'and typically triggers a service call-out fee.',
)
x_fc_original_sale_order_id = fields.Many2one(
'sale.order',
string='Original Purchase SO',
tracking=True,
index=True,
help='Sale order through which the customer originally purchased this unit. '
'Auto-matched on intake by partner + lot/serial.',
)
x_fc_warranty_override_reason = fields.Char(
string='Warranty Override Reason',
help='Required when CS overrides the auto-detected warranty status.',
)
# ------------------------------------------------------------------
# TRIAGE / URGENCY
# ------------------------------------------------------------------
x_fc_urgency = fields.Selection(
URGENCY_LEVELS,
string='Urgency',
default='normal',
tracking=True,
index=True,
)
x_fc_issue_category = fields.Char(
string='Issue Category',
help='Symptom classification (e.g. "battery", "motor", "remote"). Used by '
'service catalogue matcher and AI prompt context.',
)
# ------------------------------------------------------------------
# PHOTOS
# ------------------------------------------------------------------
x_fc_photo_ids = fields.Many2many(
'ir.attachment',
'fusion_repair_order_photo_rel',
'repair_id',
'attachment_id',
string='Intake Photos / Videos',
help='Photos and videos uploaded during intake.',
)
x_fc_photo_count = fields.Integer(
compute='_compute_photo_count',
)
# ------------------------------------------------------------------
# PRICING (estimate vs actual - Phase 2 reconciliation)
# ------------------------------------------------------------------
x_fc_estimated_duration = fields.Float(
string='Estimated Duration (h)',
help='Estimated visit duration from service catalogue, used to size technician slot.',
)
x_fc_estimated_cost = fields.Monetary(
string='Estimated Cost',
currency_field='company_currency_id',
help='Estimated total from catalogue match at intake (pre-visit).',
)
x_fc_actual_cost = fields.Monetary(
string='Actual Cost',
currency_field='company_currency_id',
help='Actual total recorded from the visit report (post-visit).',
)
x_fc_cost_variance_pct = fields.Float(
string='Cost Variance %',
compute='_compute_cost_variance',
store=True,
help='(actual - estimated) / estimated * 100',
)
x_fc_requires_requote = fields.Boolean(
string='Requires Re-Quote',
help='Set when actual cost exceeds estimate beyond the configured threshold; '
'blocks automatic invoicing until manager approves or client re-confirms.',
)
company_currency_id = fields.Many2one(
'res.currency',
related='company_id.currency_id',
readonly=True,
)
# ------------------------------------------------------------------
# FIELD SERVICE LINK
# ------------------------------------------------------------------
x_fc_technician_task_ids = fields.One2many(
'fusion.technician.task',
'x_fc_repair_order_id',
string='Technician Tasks',
)
x_fc_technician_task_count = fields.Integer(
compute='_compute_technician_task_count',
)
# ------------------------------------------------------------------
# AI SUMMARY (Phase 2)
# ------------------------------------------------------------------
x_fc_ai_summary = fields.Text(
string='AI Pre-Visit Brief',
help='AI-generated short brief for the technician based on intake answers. '
'Optional - never blocks intake submit.',
)
# ------------------------------------------------------------------
# COMPUTES
# ------------------------------------------------------------------
@api.depends('x_fc_intake_answer_ids')
def _compute_intake_answer_count(self):
for repair in self:
repair.x_fc_intake_answer_count = len(repair.x_fc_intake_answer_ids)
@api.depends('x_fc_photo_ids')
def _compute_photo_count(self):
for repair in self:
repair.x_fc_photo_count = len(repair.x_fc_photo_ids)
@api.depends('x_fc_technician_task_ids')
def _compute_technician_task_count(self):
for repair in self:
repair.x_fc_technician_task_count = len(repair.x_fc_technician_task_ids)
@api.depends('x_fc_estimated_cost', 'x_fc_actual_cost')
def _compute_cost_variance(self):
for repair in self:
if repair.x_fc_estimated_cost:
repair.x_fc_cost_variance_pct = (
(repair.x_fc_actual_cost - repair.x_fc_estimated_cost)
/ repair.x_fc_estimated_cost * 100
)
else:
repair.x_fc_cost_variance_pct = 0.0
# ------------------------------------------------------------------
# WARRANTY DETERMINATION
# ------------------------------------------------------------------
def _fc_compute_warranty_status(self):
"""Auto-detect warranty: not third-party AND within warranty window."""
self.ensure_one()
if self.x_fc_third_party_equipment:
return False
if not self.x_fc_original_sale_order_id:
return False
original = self.x_fc_original_sale_order_id
delivery_date = original.commitment_date or original.date_order
if not delivery_date:
return False
warranty_months = (
self.product_id.product_tmpl_id.x_fc_warranty_months
if self.product_id else 0
)
if not warranty_months:
return False
# relativedelta handles month boundaries correctly (28/29/30/31).
cutoff = fields.Datetime.from_string(str(delivery_date)) + relativedelta(months=warranty_months)
return fields.Datetime.now() <= cutoff
# ------------------------------------------------------------------
# SMART BUTTONS
# ------------------------------------------------------------------
def action_view_intake_answers(self):
self.ensure_one()
return {
'type': 'ir.actions.act_window',
'name': _('Intake Answers'),
'res_model': 'fusion.repair.intake.answer',
'view_mode': 'list,form',
'domain': [('repair_id', '=', self.id)],
'context': {'default_repair_id': self.id},
}
def action_view_technician_tasks(self):
self.ensure_one()
if len(self.x_fc_technician_task_ids) == 1:
return {
'type': 'ir.actions.act_window',
'name': self.x_fc_technician_task_ids.name,
'res_model': 'fusion.technician.task',
'view_mode': 'form',
'res_id': self.x_fc_technician_task_ids.id,
}
return {
'type': 'ir.actions.act_window',
'name': _('Technician Tasks'),
'res_model': 'fusion.technician.task',
'view_mode': 'list,form',
'domain': [('x_fc_repair_order_id', '=', self.id)],
'context': {'default_x_fc_repair_order_id': self.id},
}
def action_view_original_sale_order(self):
self.ensure_one()
if not self.x_fc_original_sale_order_id:
return False
return {
'type': 'ir.actions.act_window',
'name': self.x_fc_original_sale_order_id.name,
'res_model': 'sale.order',
'view_mode': 'form',
'res_id': self.x_fc_original_sale_order_id.id,
}
# ------------------------------------------------------------------
# WIZARDS / PAYMENT
# ------------------------------------------------------------------
def action_open_visit_report(self):
self.ensure_one()
return {
'type': 'ir.actions.act_window',
'name': _('Visit Report'),
'res_model': 'fusion.repair.visit.report.wizard',
'view_mode': 'form',
'target': 'new',
'context': {
'default_repair_id': self.id,
'default_labour_hours': self.x_fc_estimated_duration or 1.0,
},
}
def action_collect_payment(self):
"""Open the Poynt payment wizard for the linked posted invoice."""
self.ensure_one()
# Resolve the linked invoice via the standard repair -> SO -> invoice chain.
if not self.sale_order_id:
raise UserError(_('Confirm a sale order from this repair first.'))
invoice = self.sale_order_id.invoice_ids.filtered(
lambda m: m.state == 'posted' and m.payment_state in ('not_paid', 'partial')
)[:1]
if not invoice:
raise UserError(_('No posted, unpaid invoice was found for this repair.'))
if hasattr(invoice, 'action_open_poynt_payment_wizard'):
return invoice.action_open_poynt_payment_wizard()
raise UserError(_('Poynt payment is not available - install or configure fusion_poynt.'))
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