Files
Odoo-Modules/fusion_repairs/__manifest__.py
gsinghpal 65c4d8801c feat(fusion_repairs): Bundle 4 - M1 compliance inspection certificates
New fusion.repair.inspection.certificate model for the annual safety
inspections required on stairlifts, porch lifts, and power wheelchairs
in many jurisdictions.

Model
- mail.thread chatter-tracked; fields: name (CERT-YYYY-NNNN auto-seq),
  partner_id, product_id (filtered to safety-critical categories), lot_id,
  repair_order_id back-link, inspector_user_id (must be field staff),
  jurisdiction (selection: Ontario / BC / Alberta / Quebec / Other),
  issued_date, valid_for_months (default 12), expiry_date (computed,
  stored, uses relativedelta - correct month boundaries), status
  (non-stored compute: valid / expiring / expired / revoked), revoked,
  notes, last_reminder_band.
- Unique constraint on certificate number (models.Constraint, not
  _sql_constraints, per project rule).
- Sequence 'fusion.repair.inspection.certificate' with use_date_range=True
  so the counter resets each year (CERT-2026-0001 ... CERT-2027-0001).

Visit report integration
- New issue_inspection_cert checkbox on fusion.repair.visit.report.wizard.
- When ticked AND the repair's category is safety_critical, action_confirm()
  creates the certificate via _create_inspection_certificate() and
  redirects to the cert form so the tech can print immediately.
- Non-safety-critical equipment quietly skips with a chatter note
  explaining why.

PDF report
- web.html_container + web.external_layout, model bound so it appears
  as a Print action on the certificate form.
- 'Certificate of Inspection' / 'Safety Inspected' gold-banner layout
  with client name, equipment, serial, jurisdiction, issued + expiry
  dates, inspector signature line, and the certificate number.
- Print Certificate button in form header.

Daily cron
- cron_send_expiry_reminders runs at 09:00, sends two band-tracked
  reminders (30 days + 7 days before expiry) to the client.
- New mail.template email_template_inspection_expiry_reminder with
  4px amber accent, certificate ref, equipment, expiry date, and a
  CTA to call to book the re-inspection visit.
- last_reminder_band on the cert prevents re-sending the same band.

Backend wiring
- New menu entry 'Fusion Repairs > Inspection Certificates'.
- ACL: User read, Dispatcher write, Manager unlink. Field technicians
  can create (they need to issue from the field).
- List view with red/amber/green status decoration.
- Form with statusbar, header buttons (Print, Revoke with confirm),
  chatter.

Verified end-to-end on local westin-v19:
  Stairlift repair RO-202605-15 -> visit-report with issue_inspection_cert=True
  -> CERT-2026-0001 issued (status=valid, expires 2027-05-21)
  Cert CERT-2026-0002 expiring in 30 days -> cron flagged
  last_reminder_band='30' (would email client).

Bumped to 19.0.1.4.0 (minor bump for the new public-facing capability).

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-05-21 00:11:59 -04:00

125 lines
4.5 KiB
Python

# -*- coding: utf-8 -*-
# Copyright 2024-2026 Nexa Systems Inc.
# License OPL-1 (Odoo Proprietary License v1.0)
{
'name': 'Fusion Repairs',
'version': '19.0.1.4.0',
'category': 'Inventory/Repairs',
'summary': 'Guided medical equipment repair intake, dispatch, maintenance, and self-service portal',
'description': """
Fusion Repairs
==============
Comprehensive repairs and maintenance management for medical equipment retailers
and service providers (hospital beds, wheelchairs, stairlifts, porch lifts,
walkers, mattresses, rollators).
Phase 1 - MVP
-------------
- Three intake surfaces sharing one service layer:
* Backend wizard for CS reps on the phone
* Sales rep portal (/my/repair/new) for reps on the road
* Public client self-service portal (/repair) - voicemail ready
- Guided question templates per medical equipment category
- Phone-first partner lookup with duplicate-call detection
- Multi-equipment per call (one repair.order per unit)
- Photo / video capture during intake
- Third-party equipment support (equipment we didn't sell)
- Auto warranty detection from original sale order
- Office notification recipients + 4 follow-up activities
- repair.order extensions linked to fusion.technician.task
Phase 2-4 (roadmap)
-------------------
- AI self-check engine with strict medical safety guardrails
- Upsell engine and direct-buy parts/plans
- Repair warranty tracking (free re-do window)
- Visit report wizard with Poynt terminal payment
- Maintenance contracts with client self-booking
- Weekend safety on-call paging
- SMS notifications, compliance certificates, analytics
Copyright (C) 2024-2026 Nexa Systems Inc. All rights reserved.
""",
'author': 'Nexa Systems Inc.',
'website': 'https://www.nexasystems.ca',
'maintainer': 'Nexa Systems Inc.',
'support': 'support@nexasystems.ca',
'license': 'OPL-1',
'price': 0.00,
'currency': 'CAD',
'depends': [
'base',
'mail',
'portal',
'website',
'sale_management',
'stock',
'repair',
'maintenance',
'fusion_tasks',
'fusion_poynt',
'fusion_authorizer_portal',
],
'data': [
# Security
'security/security.xml',
'security/ir.model.access.csv',
# Data (must load before views that reference records)
'data/ir_sequence_data.xml',
'data/ir_config_parameter_data.xml',
'data/ir_cron_data.xml',
'data/mail_activity_type_data.xml',
'data/mail_template_data.xml',
'data/repair_product_category_data.xml',
'data/intake_template_data.xml',
'data/self_check_data.xml',
# Views
'views/repair_product_category_views.xml',
'views/intake_template_views.xml',
'views/service_catalog_views.xml',
'views/repair_warranty_views.xml',
'views/maintenance_contract_views.xml',
'views/repair_dashboard_views.xml',
'views/repair_inspection_views.xml',
'views/repair_order_views.xml',
'views/sale_order_views.xml',
'views/technician_task_views.xml',
'views/res_partner_views.xml',
'views/res_users_views.xml',
'views/res_config_settings_views.xml',
# Portal templates
'views/portal_sales_rep_templates.xml',
'views/portal_client_repair_templates.xml',
'views/portal_maintenance_templates.xml',
# Wizards
'wizard/repair_intake_wizard_views.xml',
'wizard/repair_visit_report_wizard_views.xml',
'wizard/qr_sticker_wizard_views.xml',
# Reports
'report/qr_sticker_report.xml',
'report/inspection_certificate_report.xml',
# Menus (last, after all referenced actions exist)
'views/menus.xml',
],
'assets': {
'web.assets_backend': [
# Tokens MUST load first - dashboard.scss references its variables.
'fusion_repairs/static/src/scss/_fr_tokens.scss',
'fusion_repairs/static/src/scss/dashboard.scss',
'fusion_repairs/static/src/components/dashboard/dashboard.js',
'fusion_repairs/static/src/components/dashboard/dashboard.xml',
],
'web.assets_frontend': [
'fusion_repairs/static/src/scss/portal_repair_mobile.scss',
'fusion_repairs/static/src/scss/portal_client_repair.scss',
'fusion_repairs/static/src/js/portal_repair_intake.js',
],
},
'images': ['static/description/icon.png'],
'installable': True,
'application': True,
'auto_install': False,
}