48dd7718e2
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>
420 lines
23 KiB
XML
420 lines
23 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<!-- ============================================================== -->
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<!-- Form view extensions -->
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<!-- ============================================================== -->
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<record id="view_repair_order_form_inherit_fusion_repairs" model="ir.ui.view">
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<field name="name">repair.order.form.inherit.fusion_repairs</field>
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<field name="model">repair.order</field>
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<field name="inherit_id" ref="repair.view_repair_order_form"/>
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<field name="arch" type="xml">
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<!-- Header action buttons (visit report + collect payment) -->
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<xpath expr="//header" position="inside">
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<button name="action_open_visit_report"
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type="object"
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string="Visit Report"
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class="btn-primary"
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invisible="state in ('draft', 'cancel') or x_fc_technician_task_count == 0"
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groups="fusion_repairs.group_fusion_repairs_user"/>
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<button name="action_collect_payment"
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type="object"
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string="Collect Payment"
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class="btn-secondary"
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invisible="state != 'done'"
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groups="fusion_repairs.group_fusion_repairs_user"/>
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<button name="action_offer_loaner"
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type="object"
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string="Offer Loaner"
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class="btn-secondary"
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icon="fa-handshake-o"
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invisible="state in ('done', 'cancel')"
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groups="fusion_repairs.group_fusion_repairs_user"/>
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<!-- Bundle 8: squeeze a rush into today's tech route + acknowledge surcharge -->
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<button name="action_squeeze_into_today"
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type="object"
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string="Squeeze into Today"
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class="btn-warning"
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icon="fa-flash"
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invisible="state in ('done', 'cancel') or not x_fc_rush_requested"
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groups="fusion_repairs.group_fusion_repairs_dispatcher"/>
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<button name="action_acknowledge_rush"
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type="object"
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string="Client Agreed to Rush Price"
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class="btn-warning"
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icon="fa-check"
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invisible="not x_fc_rush_requested or x_fc_rush_acknowledged_at"
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groups="fusion_repairs.group_fusion_repairs_user"/>
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<!-- Bundle 9: warranty + waive (waive group-gated server-side too) -->
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<button name="action_check_labor_warranty"
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type="object"
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string="Check Labor Warranty"
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class="btn-secondary"
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icon="fa-shield"
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invisible="state in ('done', 'cancel')"
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groups="fusion_repairs.group_fusion_repairs_user"/>
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<button name="action_waive_labor_fee"
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type="object"
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string="Waive Labor Fee"
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class="btn-warning"
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icon="fa-percent"
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invisible="x_fc_labor_waived or state in ('done', 'cancel')"
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groups="fusion_repairs.group_fusion_repairs_sales_rep"/>
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</xpath>
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<!-- Smart buttons: Technician Tasks + Intake Answers + Original SO. -->
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<xpath expr="//div[hasclass('oe_button_box')]" position="inside">
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<button name="action_view_technician_tasks"
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type="object"
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class="oe_stat_button"
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icon="fa-wrench"
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invisible="x_fc_technician_task_count == 0">
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<field name="x_fc_technician_task_count" widget="statinfo" string="Tech Tasks"/>
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</button>
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<button name="action_view_intake_answers"
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type="object"
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class="oe_stat_button"
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icon="fa-list-alt"
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invisible="x_fc_intake_answer_count == 0">
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<field name="x_fc_intake_answer_count" widget="statinfo" string="Answers"/>
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</button>
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<button name="action_view_original_sale_order"
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type="object"
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class="oe_stat_button"
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icon="fa-dollar"
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invisible="not x_fc_original_sale_order_id">
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<field name="x_fc_original_sale_order_id" widget="statinfo" string="Original SO"/>
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</button>
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</xpath>
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<!-- Add intake metadata under partner_id -->
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<xpath expr="//field[@name='partner_id']" position="after">
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<field name="x_fc_repair_category_id" options="{'no_create': True}"/>
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<field name="x_fc_urgency" widget="badge"
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decoration-success="x_fc_urgency == 'normal'"
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decoration-warning="x_fc_urgency == 'urgent'"
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decoration-danger="x_fc_urgency == 'safety'"/>
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<field name="x_fc_third_party_equipment"/>
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<field name="x_fc_is_quote_only"/>
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<field name="x_fc_intake_source" readonly="1"/>
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<field name="x_fc_intake_user_id" readonly="1" invisible="not x_fc_intake_user_id"/>
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<field name="x_fc_intake_session_id" readonly="1" invisible="not x_fc_intake_session_id"/>
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</xpath>
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<!-- Add a Fusion Repairs notebook tab with intake + photos. -->
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<xpath expr="//notebook" position="inside">
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<page string="Intake" name="fusion_intake">
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<group>
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<group>
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<field name="x_fc_intake_template_id" readonly="1"/>
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<field name="x_fc_issue_category"/>
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</group>
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<group>
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<field name="x_fc_warranty_override_reason"
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placeholder="Reason if warranty status was overridden"/>
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<field name="x_fc_estimated_duration" widget="float_time"/>
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</group>
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</group>
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<separator string="Answers"/>
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<field name="x_fc_intake_answer_ids" readonly="1">
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<list>
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<field name="sequence" column_invisible="True"/>
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<field name="question_name"/>
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<field name="value_display"/>
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<field name="question_type" optional="hide"/>
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</list>
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</field>
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<separator string="Photos & Videos"/>
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<field name="x_fc_photo_ids" widget="many2many_binary"/>
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</page>
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<page string="Pricing" name="fusion_pricing" invisible="not x_fc_estimated_cost and not x_fc_actual_cost">
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<group>
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<group>
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<field name="x_fc_estimated_cost" widget="monetary"/>
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<field name="x_fc_actual_cost" widget="monetary"/>
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</group>
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<group>
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<field name="x_fc_cost_variance_pct" widget="float" digits="[16,2]"/>
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<field name="x_fc_requires_requote"/>
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<field name="company_currency_id" invisible="1"/>
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</group>
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</group>
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</page>
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<page string="AI Brief" name="fusion_ai" invisible="not x_fc_ai_summary">
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<field name="x_fc_ai_summary" readonly="1"/>
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</page>
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<page string="Margin" name="fusion_margin"
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groups="fusion_repairs.group_fusion_repairs_manager">
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<group>
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<group>
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<field name="x_fc_revenue" widget="monetary"/>
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<field name="x_fc_labour_cost" widget="monetary"/>
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<field name="x_fc_parts_cost" widget="monetary"/>
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</group>
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<group>
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<field name="x_fc_margin" widget="monetary"/>
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<field name="x_fc_margin_pct" widget="float" digits="[12,1]"/>
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<field name="company_currency_id" invisible="1"/>
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</group>
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</group>
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</page>
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<page string="Callout Pricing" name="fusion_callout">
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<group>
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<group string="Inputs">
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<field name="x_fc_callout_tier"/>
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<field name="x_fc_in_shop"/>
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<field name="x_fc_callout_techs"
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invisible="x_fc_in_shop"/>
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<field name="x_fc_callout_distance_km"
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invisible="x_fc_in_shop"/>
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<field name="x_fc_callout_labor_hours"/>
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</group>
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<group string="Warranty / Waiver">
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<field name="x_fc_labor_warranty_id" readonly="1"/>
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<field name="x_fc_labor_warranty_status" widget="badge"
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decoration-success="x_fc_labor_warranty_status == 'eligible'"
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decoration-warning="x_fc_labor_warranty_status in ('expired', 'waived')"
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decoration-danger="x_fc_labor_warranty_status == 'void_misuse'"/>
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<field name="x_fc_labor_waived" readonly="1"/>
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<field name="x_fc_labor_waived_by_id" readonly="1"
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invisible="not x_fc_labor_waived"/>
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<field name="x_fc_labor_waived_at" readonly="1"
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invisible="not x_fc_labor_waived"/>
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<field name="x_fc_labor_waived_reason"
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invisible="not x_fc_labor_waived"
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readonly="not x_fc_labor_waived"/>
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</group>
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</group>
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<separator string="Quote Breakdown"/>
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<group>
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<group>
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<field name="x_fc_quote_callout_base" widget="monetary" readonly="1"/>
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<field name="x_fc_quote_extra_techs" widget="monetary" readonly="1"/>
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<field name="x_fc_quote_labor" widget="monetary" readonly="1"/>
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<field name="x_fc_quote_travel" widget="monetary" readonly="1"/>
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</group>
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<group>
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<field name="x_fc_quote_waived" widget="monetary" readonly="1"/>
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<field name="x_fc_quote_total" widget="monetary" readonly="1"
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class="oe_subtotal_footer_separator"/>
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</group>
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</group>
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</page>
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<page string="Rush / Parts" name="fusion_rush_parts">
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<group>
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<group string="Rush Service">
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<field name="x_fc_rush_requested"/>
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<field name="x_fc_rush_tier"
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invisible="not x_fc_rush_requested"/>
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<field name="x_fc_rush_techs_required"
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invisible="not x_fc_rush_requested"/>
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<field name="x_fc_rush_surcharge"
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widget="monetary"
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readonly="1"
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invisible="not x_fc_rush_requested"/>
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<field name="x_fc_rush_acknowledged_at"
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readonly="1"
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invisible="not x_fc_rush_requested"/>
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<field name="x_fc_rush_acknowledged_by_id"
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readonly="1"
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invisible="not x_fc_rush_requested"/>
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</group>
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<group string="Awaiting Parts">
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<field name="x_fc_parts_awaiting" readonly="1"/>
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<field name="x_fc_parts_eta_date" readonly="1"
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invisible="not x_fc_parts_awaiting"/>
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<field name="x_fc_part_order_count" readonly="1"/>
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</group>
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</group>
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<field name="x_fc_part_order_ids" readonly="1">
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<list>
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<field name="name"/>
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<field name="description"/>
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<field name="oem_part_number"/>
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<field name="quantity"/>
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<field name="expected_date"/>
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<field name="received_date"/>
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<field name="state" widget="badge"/>
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</list>
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</field>
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</page>
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</xpath>
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</field>
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</record>
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<!-- ============================================================== -->
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<!-- Kanban: add urgency badge + intake source -->
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<!-- ============================================================== -->
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<record id="view_repair_order_kanban_inherit_fusion_repairs" model="ir.ui.view">
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<field name="name">repair.order.kanban.inherit.fusion_repairs</field>
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<field name="model">repair.order</field>
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<field name="inherit_id" ref="repair.view_repair_kanban"/>
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<field name="arch" type="xml">
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<xpath expr="//field[@name='partner_id']" position="after">
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<field name="x_fc_urgency"/>
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<field name="x_fc_third_party_equipment"/>
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</xpath>
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</field>
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</record>
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<!-- ============================================================== -->
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<!-- List: add urgency + source columns -->
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<!-- ============================================================== -->
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<record id="view_repair_order_list_inherit_fusion_repairs" model="ir.ui.view">
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<field name="name">repair.order.list.inherit.fusion_repairs</field>
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<field name="model">repair.order</field>
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<field name="inherit_id" ref="repair.view_repair_order_tree"/>
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<field name="arch" type="xml">
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<xpath expr="//field[@name='partner_id']" position="after">
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<field name="x_fc_urgency" widget="badge"
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decoration-success="x_fc_urgency == 'normal'"
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decoration-warning="x_fc_urgency == 'urgent'"
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decoration-danger="x_fc_urgency == 'safety'"
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optional="show"/>
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<field name="x_fc_intake_source" optional="hide"/>
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<field name="x_fc_third_party_equipment" optional="hide"/>
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</xpath>
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</field>
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</record>
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<!-- ============================================================== -->
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<!-- New Service Call action - opens the wizard as a modal -->
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<!-- ============================================================== -->
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<record id="action_open_repair_intake_wizard" model="ir.actions.act_window">
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<field name="name">New Service Call</field>
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<field name="res_model">fusion.repair.intake.wizard</field>
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<field name="view_mode">form</field>
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<field name="target">new</field>
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</record>
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<!-- ============================================================== -->
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<!-- Fusion Repairs Service Calls dashboard -->
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<!-- Branded kanban / list of repair.order filtered to repairs that -->
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<!-- came through one of the Fusion intake surfaces, with the -->
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<!-- New Service Call wizard wired into the header. -->
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<!-- ============================================================== -->
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<record id="view_fusion_repair_dashboard_kanban" model="ir.ui.view">
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<field name="name">repair.order.dashboard.fusion_repairs</field>
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<field name="model">repair.order</field>
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<field name="arch" type="xml">
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<kanban default_group_by="state"
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class="o_kanban_small_column o_kanban_repair_dashboard"
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sample="1">
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<field name="name"/>
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<field name="partner_id"/>
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<field name="state"/>
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<field name="x_fc_urgency"/>
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<field name="x_fc_third_party_equipment"/>
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<field name="x_fc_repair_category_id"/>
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<field name="x_fc_intake_source"/>
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<field name="x_fc_estimated_cost"/>
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<field name="company_currency_id"/>
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<field name="schedule_date"/>
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<templates>
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<t t-name="card">
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<div class="d-flex justify-content-between mb-2">
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<strong class="o_kanban_record_title">
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<field name="name"/>
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</strong>
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<span t-attf-class="badge {{ {'safety':'text-bg-danger','urgent':'text-bg-warning','normal':'text-bg-secondary'}[record.x_fc_urgency.raw_value] }}">
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<field name="x_fc_urgency"/>
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</span>
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</div>
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<div class="text-muted small mb-1">
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<i class="fa fa-user me-1"/>
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<field name="partner_id"/>
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</div>
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<div class="text-muted small mb-1" t-if="record.x_fc_repair_category_id.raw_value">
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<i class="fa fa-wrench me-1"/>
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<field name="x_fc_repair_category_id"/>
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</div>
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<div class="text-muted small mb-1" t-if="record.schedule_date.raw_value">
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<i class="fa fa-calendar me-1"/>
|
|
<field name="schedule_date" widget="date"/>
|
|
</div>
|
|
<div class="d-flex justify-content-between mt-2">
|
|
<span class="small text-muted">
|
|
<field name="x_fc_intake_source"/>
|
|
</span>
|
|
<span t-if="record.x_fc_third_party_equipment.raw_value"
|
|
class="badge text-bg-warning small">3rd-party</span>
|
|
</div>
|
|
</t>
|
|
</templates>
|
|
</kanban>
|
|
</field>
|
|
</record>
|
|
|
|
<record id="view_fusion_repair_dashboard_search" model="ir.ui.view">
|
|
<field name="name">repair.order.search.fusion_repairs</field>
|
|
<field name="model">repair.order</field>
|
|
<field name="arch" type="xml">
|
|
<search string="Service Calls">
|
|
<field name="name"/>
|
|
<field name="partner_id"/>
|
|
<field name="x_fc_repair_category_id"/>
|
|
<filter string="Today" name="today"
|
|
domain="[('create_date', '>=', datetime.datetime.combine(context_today(), datetime.time(0,0,0)))]"/>
|
|
<filter string="This Week" name="week"
|
|
domain="[('create_date', '>=', datetime.datetime.combine(context_today() - datetime.timedelta(days=7), datetime.time(0,0,0)))]"/>
|
|
<separator/>
|
|
<filter string="Safety" name="safety"
|
|
domain="[('x_fc_urgency', '=', 'safety')]"/>
|
|
<filter string="Urgent" name="urgent"
|
|
domain="[('x_fc_urgency', '=', 'urgent')]"/>
|
|
<filter string="Third-Party" name="thirdparty"
|
|
domain="[('x_fc_third_party_equipment', '=', True)]"/>
|
|
<filter string="Quote Only" name="quote_only"
|
|
domain="[('x_fc_is_quote_only', '=', True)]"/>
|
|
<filter string="Rush / Emergency" name="rush"
|
|
domain="[('x_fc_rush_requested', '=', True)]"/>
|
|
<filter string="Awaiting Parts" name="awaiting_parts"
|
|
domain="[('x_fc_parts_awaiting', '=', True)]"/>
|
|
<separator/>
|
|
<filter string="From Backend Wizard" name="src_backend"
|
|
domain="[('x_fc_intake_source', '=', 'backend_wizard')]"/>
|
|
<filter string="From Sales Rep Portal" name="src_salesrep"
|
|
domain="[('x_fc_intake_source', '=', 'sales_rep_portal')]"/>
|
|
<filter string="From Client Portal" name="src_client"
|
|
domain="[('x_fc_intake_source', '=', 'client_portal')]"/>
|
|
<separator/>
|
|
<filter string="Open (not closed)" name="open"
|
|
domain="[('state', 'not in', ('done', 'cancel'))]"/>
|
|
<group>
|
|
<filter string="Status" name="group_state" context="{'group_by': 'state'}"/>
|
|
<filter string="Urgency" name="group_urgency" context="{'group_by': 'x_fc_urgency'}"/>
|
|
<filter string="Category" name="group_category" context="{'group_by': 'x_fc_repair_category_id'}"/>
|
|
<filter string="Intake Source" name="group_source" context="{'group_by': 'x_fc_intake_source'}"/>
|
|
</group>
|
|
</search>
|
|
</field>
|
|
</record>
|
|
|
|
<record id="action_fusion_repair_dashboard" model="ir.actions.act_window">
|
|
<field name="name">Service Calls</field>
|
|
<field name="res_model">repair.order</field>
|
|
<field name="view_mode">kanban,list,form</field>
|
|
<field name="search_view_id" ref="view_fusion_repair_dashboard_search"/>
|
|
<field name="context">{'search_default_open': 1}</field>
|
|
<field name="help" type="html">
|
|
<p class="o_view_nocontent_smiling_face">No service calls yet</p>
|
|
<p>
|
|
Click <strong>New</strong> in the top-left to open the guided
|
|
intake wizard. The form will walk you through caller info,
|
|
equipment selection, the issue, urgency and photos.
|
|
</p>
|
|
</field>
|
|
</record>
|
|
|
|
<record id="action_fusion_repair_dashboard_kanban" model="ir.actions.act_window.view">
|
|
<field name="sequence" eval="1"/>
|
|
<field name="view_mode">kanban</field>
|
|
<field name="view_id" ref="view_fusion_repair_dashboard_kanban"/>
|
|
<field name="act_window_id" ref="action_fusion_repair_dashboard"/>
|
|
</record>
|
|
|
|
</odoo>
|