Service catalogue
- New fusion.repair.service.catalog model: named service entries per
equipment category with symptom keywords, estimated hours / cost,
default parts, auto_schedule flag, optional pricelist override
- find_best_match() scores candidates by symptom-keyword overlap against
intake text hints (issue summary + category + notes)
- Intake service wires it in: on submit, the matcher sets
x_fc_service_catalog_id + x_fc_estimated_duration + x_fc_estimated_cost
and (when auto_schedule=True) creates a draft dispatch task
- Double-task guard: if catalogue match already created a task, the
urgency-based dispatch skips so we never duplicate
Visit report wizard
- fusion.repair.visit.report.wizard with labour hours + parts lines +
technician notes + 'found another issue' branch
- Computes actual cost = (labour x service_product.list_price) + parts
- Compares against estimate -> sets requires_requote when variance
exceeds configured threshold (% or $); shows warning banner inline
- On confirm: writes actuals back to repair, posts notes to chatter,
optionally spawns a follow-up repair (T5 'found another issue')
Repair warranty
- New fusion.repair.warranty.coverage model (start/expiry, partner,
product, lot, active flag)
- find_active_for(partner, product, lot) returns the most-recent active
coverage
- Intake service auto-checks: when a new repair lands on an equipment
that has active warranty coverage, posts a chatter banner so the
office knows the work may be free under our 30/90-day re-do policy
(manager review still required; never auto-zeros pricing)
Repair form
- Header: Visit Report + Collect Payment buttons (gated by group)
- action_collect_payment looks up the linked posted unpaid invoice on
the repair SO and opens the Poynt wizard (action_open_poynt_payment_wizard)
AI intake summary
- _generate_ai_summary calls self.env['fusion.api.service'].call_openai
with consumer='fusion_repairs', feature='intake_triage'
- Strict system prompt: no medical advice, no diagnoses, no recommending
stop equipment use; ~80 words; plain English
- Try/fallback per fusion-api-integration.mdc: if fusion_api not
installed or call fails -> silently skip; intake never blocked
Verified end-to-end on local westin-v19:
- Stairlift motor intake -> catalogue match -> estimated $500/2h -> auto
dispatch task (count=1, not duplicated)
- Visit report: 2.5h x $250 + $100 parts = $725 actual vs $500 estimated
= 45% variance -> requires_requote=True
- Warranty: 30-day coverage on the completed repair; second repair on
same partner triggers warranty banner in chatter
Co-authored-by: Cursor <cursoragent@cursor.com>
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