Files
Odoo-Modules/fusion_repairs/report/inspection_certificate_report.xml
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

159 lines
7.5 KiB
XML

<?xml version="1.0" encoding="utf-8"?>
<odoo>
<record id="action_report_inspection_certificate" model="ir.actions.report">
<field name="name">Inspection Certificate</field>
<field name="model">fusion.repair.inspection.certificate</field>
<field name="report_type">qweb-pdf</field>
<field name="report_name">fusion_repairs.report_inspection_certificate</field>
<field name="report_file">fusion_repairs.report_inspection_certificate</field>
<field name="print_report_name">'Inspection Certificate - %s' % (object.name)</field>
<field name="binding_model_id" ref="model_fusion_repair_inspection_certificate"/>
<field name="binding_type">report</field>
</record>
<template id="report_inspection_certificate">
<t t-call="web.html_container">
<t t-foreach="docs" t-as="cert">
<t t-call="web.external_layout">
<div class="page">
<style>
.cert-wrap {
font-family: sans-serif;
padding: 20mm 18mm;
text-align: center;
}
.cert-banner {
font-size: 11pt;
letter-spacing: 0.4em;
text-transform: uppercase;
color: #c0a544;
margin-bottom: 8mm;
}
.cert-title {
font-size: 30pt;
font-weight: 700;
margin: 4mm 0;
}
.cert-sub {
font-size: 13pt;
color: #555;
margin: 0 0 12mm 0;
}
.cert-issued-to {
font-size: 11pt;
color: #666;
text-transform: uppercase;
letter-spacing: 0.3em;
margin-bottom: 4mm;
}
.cert-client {
font-size: 20pt;
font-weight: 600;
margin-bottom: 12mm;
}
.cert-info {
display: flex;
justify-content: center;
gap: 18mm;
margin: 10mm 0;
}
.cert-info-item {
font-size: 10pt;
text-align: left;
}
.cert-info-item .label {
text-transform: uppercase;
color: #888;
letter-spacing: 0.2em;
font-size: 8pt;
margin-bottom: 1mm;
}
.cert-info-item .value {
font-size: 12pt;
font-weight: 600;
}
.cert-footer {
margin-top: 18mm;
display: flex;
justify-content: space-between;
align-items: flex-end;
}
.cert-sig {
font-size: 10pt;
color: #666;
border-top: 1px solid #999;
padding-top: 2mm;
width: 70mm;
text-align: center;
}
.cert-number {
font-size: 9pt;
color: #888;
font-family: ui-monospace, monospace;
}
</style>
<div class="cert-wrap">
<div class="cert-banner">Certificate of Inspection</div>
<div class="cert-title">Safety Inspected</div>
<div class="cert-sub">
This certifies that the equipment described below has passed
its annual safety inspection in accordance with applicable
local regulations.
</div>
<div class="cert-issued-to">Issued To</div>
<div class="cert-client"><t t-out="cert.partner_id.name"/></div>
<div class="cert-info">
<div class="cert-info-item">
<div class="label">Equipment</div>
<div class="value"><t t-out="cert.product_id.display_name"/></div>
</div>
<t t-if="cert.lot_id">
<div class="cert-info-item">
<div class="label">Serial</div>
<div class="value"><t t-out="cert.lot_id.name"/></div>
</div>
</t>
<div class="cert-info-item">
<div class="label">Jurisdiction</div>
<div class="value">
<t t-out="dict(cert._fields['jurisdiction'].selection).get(cert.jurisdiction)"/>
</div>
</div>
</div>
<div class="cert-info">
<div class="cert-info-item">
<div class="label">Issued</div>
<div class="value">
<t t-out="cert.issued_date" t-options="{'widget': 'date'}"/>
</div>
</div>
<div class="cert-info-item">
<div class="label">Valid Until</div>
<div class="value">
<t t-out="cert.expiry_date" t-options="{'widget': 'date'}"/>
</div>
</div>
</div>
<div class="cert-footer">
<div class="cert-number">
Certificate #<t t-out="cert.name"/>
</div>
<div class="cert-sig">
<t t-out="cert.inspector_user_id.name"/><br/>
Inspector
</div>
</div>
</div>
</div>
</t>
</t>
</t>
</template>
</odoo>