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