7727745b73
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>
2.3 KiB
2.3 KiB
| 1 | id | name | model_id:id | group_id:id | perm_read | perm_write | perm_create | perm_unlink |
|---|---|---|---|---|---|---|---|---|
| 2 | access_repair_product_category_user | Repair Category User Read | model_fusion_repair_product_category | group_fusion_repairs_user | 1 | 0 | 0 | 0 |
| 3 | access_repair_product_category_manager | Repair Category Manager Full | model_fusion_repair_product_category | group_fusion_repairs_manager | 1 | 1 | 1 | 1 |
| 4 | access_repair_intake_template_user | Intake Template User Read | model_fusion_repair_intake_template | group_fusion_repairs_user | 1 | 0 | 0 | 0 |
| 5 | access_repair_intake_template_manager | Intake Template Manager Full | model_fusion_repair_intake_template | group_fusion_repairs_manager | 1 | 1 | 1 | 1 |
| 6 | access_repair_intake_question_user | Intake Question User Read | model_fusion_repair_intake_question | group_fusion_repairs_user | 1 | 0 | 0 | 0 |
| 7 | access_repair_intake_question_manager | Intake Question Manager Full | model_fusion_repair_intake_question | group_fusion_repairs_manager | 1 | 1 | 1 | 1 |
| 8 | access_repair_intake_answer_user | Intake Answer User Full | model_fusion_repair_intake_answer | group_fusion_repairs_user | 1 | 1 | 1 | 0 |
| 9 | access_repair_intake_answer_manager | Intake Answer Manager Full | model_fusion_repair_intake_answer | group_fusion_repairs_manager | 1 | 1 | 1 | 1 |
| 10 | access_repair_intake_answer_tech_portal | Intake Answer Technician Read | model_fusion_repair_intake_answer | fusion_tasks.group_field_technician | 1 | 0 | 0 | 0 |
| 11 | access_repair_intake_wizard_user | Intake Wizard User Full | model_fusion_repair_intake_wizard | group_fusion_repairs_user | 1 | 1 | 1 | 1 |
| 12 | access_repair_intake_wizard_equipment_user | Intake Wizard Equipment User Full | model_fusion_repair_intake_wizard_equipment | group_fusion_repairs_user | 1 | 1 | 1 | 1 |
| 13 | access_repair_service_catalog_user | Catalogue User Read | model_fusion_repair_service_catalog | group_fusion_repairs_user | 1 | 0 | 0 | 0 |
| 14 | access_repair_service_catalog_manager | Catalogue Manager Full | model_fusion_repair_service_catalog | group_fusion_repairs_manager | 1 | 1 | 1 | 1 |
| 15 | access_repair_warranty_user | Warranty User Read | model_fusion_repair_warranty_coverage | group_fusion_repairs_user | 1 | 0 | 0 | 0 |
| 16 | access_repair_warranty_manager | Warranty Manager Full | model_fusion_repair_warranty_coverage | group_fusion_repairs_manager | 1 | 1 | 1 | 1 |
| 17 | access_repair_visit_report_wizard_user | Visit Report Wizard User | model_fusion_repair_visit_report_wizard | group_fusion_repairs_user | 1 | 1 | 1 | 1 |
| 18 | access_repair_visit_report_wizard_line_user | Visit Report Line User | model_fusion_repair_visit_report_wizard_line | group_fusion_repairs_user | 1 | 1 | 1 | 1 |