Files
Odoo-Modules/fusion_repairs/wizard/repair_visit_report_wizard_views.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

66 lines
2.8 KiB
XML

<?xml version="1.0" encoding="utf-8"?>
<odoo>
<record id="view_repair_visit_report_wizard_form" model="ir.ui.view">
<field name="name">fusion.repair.visit.report.wizard.form</field>
<field name="model">fusion.repair.visit.report.wizard</field>
<field name="arch" type="xml">
<form string="Visit Report">
<sheet>
<group>
<group>
<field name="repair_id" readonly="1"/>
<field name="technician_id"
options="{'no_create': True}"/>
</group>
<group>
<field name="labour_hours"/>
</group>
</group>
<separator string="Parts Used"/>
<field name="parts_line_ids">
<list editable="bottom">
<field name="product_id"/>
<field name="quantity"/>
<field name="unit_price" widget="monetary"/>
<field name="subtotal" widget="monetary"/>
</list>
</field>
<separator string="Cost Reconciliation"/>
<group>
<group>
<field name="estimated_cost" widget="monetary"/>
<field name="actual_cost" widget="monetary"/>
</group>
<group>
<field name="variance_pct" widget="float" digits="[12,1]"/>
<field name="requires_requote"/>
<field name="company_currency_id" invisible="1"/>
</group>
</group>
<div class="alert alert-warning" role="alert"
invisible="not requires_requote">
Variance exceeds the configured threshold. Saving will
mark the repair as <strong>Requires Re-Quote</strong>;
a manager must review before invoicing.
</div>
<separator string="Outcome"/>
<field name="notes"/>
<field name="found_another_issue"/>
<field name="issue_inspection_cert"/>
</sheet>
<footer>
<button string="Save Visit Report"
name="action_confirm"
type="object"
class="btn-primary"/>
<button string="Cancel" class="btn-secondary" special="cancel"/>
</footer>
</form>
</field>
</record>
</odoo>