Two big workflow additions:
1. Visual drag-and-drop flowchart designer (Drawflow) + card-by-card runner
(with show-whole-tree toggle) so admins build per-(category, symptom)
decision trees with embedded photos/videos and CS walks callers through
them on the phone. Resolved-on-call closes the repair; escalated copies
the full transcript into internal_notes so the dispatched tech sees what
was already tried before they arrive at the client.
2. Vendor + draft-PO + factory-tracking on the part-order capture. Tech on
the phone with the factory picks the vendor from contacts, types the OEM
part #, cost, ETA date (calendar widget), factory ticket #, RA #, ticks
under_warranty, and the system auto-creates a draft purchase.order with
the right product (looked up or created from OEM) + activity for the
office on the ETA day + client email with ETA prominently shown and
cost intentionally omitted.
NEW MODELS
fusion.repair.symptom.class - lookup table (category + name + code).
Replaces the flat x_fc_issue_category Char on repair.order. Seeded with
7 stairlift symptoms + lighter coverage for hospital bed / porch lift /
lift chair. Equipment Class added to fusion.repair.product.category
(this carried over from the Bundle 10 plan).
fusion.repair.flowchart + .node + .edge - design-time graph.
- flowchart has name, category, symptom, version, published flag,
canvas_layout (Drawflow JSON), node_ids, edge_ids, computed start_node
- node has node_type (question / suggestion / info / outcome),
content_html, media_ids (M2M ir.attachment for photos + videos),
is_start, outcome_kind (resolved / escalate / order_part),
canvas_x/y for Drawflow round-trip
- edge has source, target, label, sequence - supports N-ary branching
(not just Yes/No)
- designer_load() and designer_save(payload) RPC API the OWL component
consumes; save is atomic-replace + bumps version + soft-validates
fusion.repair.flowchart.run + .step - runtime sessions.
- One run per repair, audited; runtime_start_or_resume() returns the
existing in-progress run or creates a fresh one for the matching chart
- runtime_choose(edge_id, cs_note) records a step + advances current_node
- runtime_complete(outcome) snapshots final node + calls _apply_outcome:
resolved -> auto-close via action_repair_start + action_repair_end,
set x_fc_resolved_on_call, post transcript to chatter
escalated -> prepend transcript to repair.internal_notes so the tech
sees it first when they open the form
order_part -> chatter note; tech opens visit-report wizard next
abandoned -> just save transcript
- Each step snapshots node_name + chosen_label at write time so the
transcript survives later chart edits without breaking.
REPAIR.ORDER EXTENSIONS
- x_fc_symptom_class_id (M2O) - new structured symptom field
- x_fc_resolved_on_call (Boolean, tracked) - true after a resolved outcome
- x_fc_flowchart_run_ids + x_fc_flowchart_run_count
- action_start_troubleshoot() - opens the runner client action, raises a
helpful UserError if no symptom set or no published chart exists
- action_view_flowchart_runs() smart button
- x_fc_issue_category renamed string to "(legacy)" - kept for back-compat
+ AI prompt context; new intakes set the M2O
DRAWFLOW DESIGNER (OWL)
static/src/lib/drawflow/drawflow.min.{js,css} - vendored Drawflow 0.0.59
(MIT). Loaded only in web.assets_backend, ~48KB total.
components/flowchart_designer/flowchart_designer.{js,xml,scss}:
- Client action "fusion_repair_flowchart_designer" with full drag-drop
canvas + zoom + pan
- 4 custom node templates color-banded by type (question blue,
suggestion green, info gray, outcome red/green/amber per outcome_kind)
- Right-panel editor for selected node: title, type, outcome kind,
content (HTML), media uploader (drag-drop or click), set-as-start
toggle, per-outgoing-edge label editor
- Save serializes Drawflow JSON to canvas_layout + atomic-replaces the
structured node/edge rows via the designer_save RPC
CARD RUNNER (OWL)
components/flowchart_runner/flowchart_runner.{js,xml,scss}:
- Client action "fusion_repair_flowchart_runner"
- DEFAULT MODE: card-by-card. One big card per node, embedded photos +
inline <video controls>, answer buttons sized for phone use, CS note
textarea (saved as cs_note on the step), running transcript at the
bottom
- TOGGLE: "Show Whole Tree" loads the same Drawflow lib in read-only
fixed mode, imports the canvas_layout JSON, highlights current node
yellow / visited green via .fr-current / .fr-visited classes
- Outcome buttons drive the right runtime_complete() call; success
notifications + auto-return to the parent repair form
- "Abandon & Escalate" header button at all times - transcript is saved
even on bail-out so the dispatched tech still benefits
PART ORDER + VENDOR PO
repair.part.order new fields:
vendor_partner_id (M2O res.partner, is_company domain), purchase_order_id
(auto-created draft PO), product_id (auto-resolved or created),
unit_cost (Monetary) + currency_id, internal_po_ref, factory_ticket_ref,
factory_ra_number, under_warranty.
action_create_draft_po() - resolves product.product by OEM (default_code)
or creates a new one in a "Spare Parts" product.category, creates a
purchase.order in draft state with one line (product + qty + price_unit
+ date_planned from expected_date or +7d), stamps Westin's internal PO
ref as partner_ref so the factory can find it on return. Office reviews
and confirms via the normal Odoo flow.
_schedule_eta_activity() - schedules a Repair: Assign Technician activity
on the parent repair.order due on expected_date, assigned to
repair.user_id, so the office is reminded to call the client and book
the return visit on the day parts arrive.
VISIT-REPORT WIZARD PARTLINE EXTENSIONS
Same new fields exposed inline on the partline list so the tech captures
everything on the phone with the factory in one form:
vendor_partner_id (vendors-only filter), unit_cost + currency,
expected_date (calendar widget) replacing expected_lead_days as the
preferred input, under_warranty, internal_po_ref, factory_ticket_ref,
factory_ra_number, create_draft_po (default True - auto-builds PO on
submit when vendor + cost are both set).
CLIENT EMAIL TIGHTENED
email_template_parts_ordered:
- Subject now includes ETA "Parts ordered for your stairlift - expected 2026-06-06"
- Hero ETA panel: large blue-bordered card with "Expected Arrival" label
and the date in 24px bold
- Cost INTENTIONALLY OMITTED - "Our office will call you to confirm a
return visit time. If you have any questions about pricing or
scheduling, please reach out to our office directly."
- "There is nothing for you to do right now." callout
UI
- repair.order form header: new "Start Troubleshooting" button (info
style, sitemap icon, visible when state in (draft, confirmed,
under_repair) AND symptom is set)
- repair.order form intake row: x_fc_symptom_class_id picker filtered to
the category, x_fc_resolved_on_call display when true
- repair.part.order form: header button "Create Draft Purchase Order"
+ new Vendor / Cost / Warranty group + System group with the PO link
- Intake wizard equipment line: symptom_class_id picker
- New menus:
Configuration > Symptom Classes
Configuration > Troubleshooting Flowcharts
Fusion Repairs > Troubleshooting Sessions (run history)
SECURITY
18 new ACL rows for the 6 new models, scoped Manager-full / User-read /
FieldTech-read. Flowchart runs and steps get write access for User so CS
can record steps; Manager owns flowchart + node + edge CRUD.
POST-MIGRATION (19.0.2.2.0)
Existing installs: walks all distinct (category, x_fc_issue_category) text
pairs on repair.order, creates a placeholder fusion.repair.symptom.class
per pair (or reuses an existing match by code/name), back-fills the new
x_fc_symptom_class_id M2O. Idempotent + safe to re-run.
DEPENDENCY
Added 'purchase' to depends (action_create_draft_po needs purchase.order).
VERIFIED END-TO-END on local westin-v19 (Margaret persona, 0 bugs):
STEP 0 seed: chart v1 8 nodes / 12 edges / published, 7 stairlift
symptoms, stairlift class=lift_elevating
STEP 1 CS creates RO-202605-60 with symptom Not Moving
STEP 2 Start Troubleshooting -> client action tag returned
STEP 3 walk run: Power on? Yes -> Seatbelt? Yes -> Swivel? Yes ->
outcome 'Still not moving - dispatch technician'
(outcome_kind=escalate)
STEP 4 runtime_complete('escalated') -> internal_notes prepended with
CS troubleshooting summary
STEP 5 visit-report parts_needed with vendor Handicare + cost $425 +
warranty + factory refs -> PART-00008 created + draft
PO 26690 auto-built with line "Handicare 1100 control
board" qty 1 @ $425, partner_ref WH-2026-1042
STEP 6 mark_ordered -> client email queued (NO cost mentioned, ETA
shown prominently) + office activity scheduled for
2026-06-06
STEP 7 fresh resume returns same run; resolved outcome auto-closes the
repair (state=done, x_fc_resolved_on_call=True)
Bumped to 19.0.2.2.0.
Co-authored-by: Cursor <cursoragent@cursor.com>
729 lines
29 KiB
Python
729 lines
29 KiB
Python
# -*- coding: utf-8 -*-
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# Copyright 2024-2026 Nexa Systems Inc.
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# License OPL-1 (Odoo Proprietary License v1.0)
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"""Technician visit report wizard.
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Opened from a completed (or in-progress) repair.order. Captures:
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- labour hours
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- parts/consumables used
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- recommended upsell products
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- optional client signature
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On confirm:
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- writes labour + parts as repair.order lines (Odoo native operations)
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- updates x_fc_actual_cost on the repair
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- triggers variance reconciliation (sets x_fc_requires_requote if over threshold)
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- if not requote: confirms the repair (state='under_repair' -> 'done' via Odoo native flow)
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- offers an action_collect_payment shortcut to fire Poynt on the resulting invoice
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"""
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import logging
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from datetime import timedelta
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from markupsafe import Markup
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from odoo import _, api, fields, models
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from odoo.exceptions import UserError
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_logger = logging.getLogger(__name__)
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class RepairVisitReportWizard(models.TransientModel):
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_name = 'fusion.repair.visit.report.wizard'
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_description = 'Repair Visit Report Wizard'
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repair_id = fields.Many2one(
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'repair.order',
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string='Repair Order',
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required=True,
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readonly=True,
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)
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technician_id = fields.Many2one(
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'res.users',
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string='Technician',
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default=lambda self: self.env.user,
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domain="[('x_fc_is_field_staff', '=', True)]",
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)
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# Labour
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labour_hours = fields.Float(
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string='Labour Hours',
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required=True,
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default=1.0,
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)
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# Parts used (simple line model below)
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parts_line_ids = fields.One2many(
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'fusion.repair.visit.report.wizard.line',
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'wizard_id',
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string='Parts Used',
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)
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# Outcome
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notes = fields.Html(string='Technician Notes')
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found_another_issue = fields.Boolean(
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string='Found Another Issue',
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help='Tick to spawn a follow-up repair after saving this visit.',
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)
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# M1: tick when the visit was a safety inspection. On save the wizard
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# creates a fusion.repair.inspection.certificate.
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issue_inspection_cert = fields.Boolean(
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string='Issue Compliance Certificate',
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help='Tick when the visit was an annual safety inspection. Creates an '
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'inspection certificate record and prints the PDF on save.',
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)
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inspection_cert_id = fields.Many2one(
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'fusion.repair.inspection.certificate',
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string='Issued Certificate',
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readonly=True,
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)
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# ----- T4 client signature -----
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client_signature = fields.Binary(
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string='Client Signature',
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attachment=True,
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help='Captured via signature widget on tech mobile - proves the '
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'client accepted the work.',
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)
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client_signature_name = fields.Char(
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string='Signed By',
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help='Type the client name as they signed (for the audit log).',
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)
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# ----- T7 no-show photo proof -----
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no_show = fields.Boolean(
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string='Client No-Show',
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help='Tick if the client was not present. Forces a no-show photo.',
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)
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no_show_photo = fields.Binary(
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string='No-Show Photo',
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attachment=True,
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help='Photo of the door / driveway proving the technician attended.',
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)
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# ----- T6 parts replaced - serial capture -----
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parts_serial_capture = fields.Text(
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string='Replaced Parts - Serials',
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help='One serial per line. Used for OEM warranty claims.',
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)
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# ----- Bundle 8: Cannot Fix Today - Needs Parts -----
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outcome = fields.Selection(
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[
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('completed', 'Repair Complete - Close It'),
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('parts_needed', "Can't Fix Today - Need to Order Parts"),
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('rescheduled', 'Could Not Reach / Rescheduled'),
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],
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string='Visit Outcome',
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default='completed',
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required=True,
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help='Drives what happens after you submit: completed -> closes the '
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"repair; parts_needed -> captures the part info, emails the client, "
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"schedules follow-up; rescheduled -> repair stays open.",
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)
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needs_parts_line_ids = fields.One2many(
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'fusion.repair.visit.report.wizard.partline',
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'wizard_id',
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string='Parts To Order',
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help='ONE line per distinct part. Description + OEM number + photos go to '
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'procurement so they can place the manufacturer order from your input '
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'alone.',
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)
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# ----- Bundle 9: callout pricing + warranty -----
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callout_distance_km = fields.Float(
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related='repair_id.x_fc_callout_distance_km',
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string='One-Way Distance (km)',
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readonly=False,
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help='Distance from shop to client. Beyond the rate-card threshold, '
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'EVERY km is billed BOTH WAYS, per tech.',
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)
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callout_techs = fields.Integer(
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related='repair_id.x_fc_callout_techs',
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string='Technicians on Callout',
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readonly=False,
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)
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callout_tier = fields.Selection(
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related='repair_id.x_fc_callout_tier',
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string='Callout Tier',
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readonly=False,
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)
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callout_in_shop = fields.Boolean(
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related='repair_id.x_fc_in_shop',
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string='In-Shop Repair',
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readonly=False,
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)
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callout_labor_hours_used = fields.Float(
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string='Repair Hours (after 30 min inspection)',
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default=1.0,
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help='Total hours of REPAIR WORK after the 30 minutes the callout fee covers. '
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'Minimum 1 hour is billed even if the actual fix took less.',
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)
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quote_total_preview = fields.Monetary(
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related='repair_id.x_fc_quote_total',
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currency_field='company_currency_id',
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readonly=True,
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)
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quote_breakdown_preview = fields.Text(
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related='repair_id.x_fc_quote_breakdown_text',
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readonly=True,
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)
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labor_warranty_status_preview = fields.Selection(
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related='repair_id.x_fc_labor_warranty_status',
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readonly=True,
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)
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labor_warranty_id_preview = fields.Many2one(
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related='repair_id.x_fc_labor_warranty_id',
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readonly=True,
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)
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# Void path: tech finds misuse / negligence -> warranty is void
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warranty_void_reason = fields.Selection(
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[
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('user_negligence', 'User Negligence'),
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('gross_negligence', 'Gross Negligence'),
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('misuse', 'Misuse'),
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('over_recommended_use', 'Over-Recommended Use'),
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('accidental_damage', 'Accidental Damage'),
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],
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string='Void Warranty Reason',
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help='If you find evidence the unit was misused, pick the reason. The '
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'matching labor warranty record (if any) is voided permanently '
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'and the client is billed full labor.',
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)
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warranty_void_notes = fields.Text(string='Void Notes')
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# Variance display
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estimated_cost = fields.Monetary(
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related='repair_id.x_fc_estimated_cost',
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currency_field='company_currency_id',
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readonly=True,
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)
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actual_cost = fields.Monetary(
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string='Actual Cost',
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compute='_compute_actual_cost',
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currency_field='company_currency_id',
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)
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variance_pct = fields.Float(
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string='Variance %',
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compute='_compute_actual_cost',
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)
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requires_requote = fields.Boolean(
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compute='_compute_actual_cost',
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)
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company_currency_id = fields.Many2one(
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'res.currency',
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related='repair_id.company_currency_id',
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readonly=True,
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)
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@api.depends('labour_hours', 'parts_line_ids.subtotal', 'repair_id.x_fc_estimated_cost')
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def _compute_actual_cost(self):
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ICP = self.env['ir.config_parameter'].sudo()
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try:
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threshold_pct = float(ICP.get_param('fusion_repairs.variance_threshold_pct', '20'))
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except (ValueError, TypeError):
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threshold_pct = 20.0
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try:
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threshold_amt = float(ICP.get_param('fusion_repairs.variance_threshold_amount', '100'))
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except (ValueError, TypeError):
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threshold_amt = 100.0
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for w in self:
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catalog = w.repair_id.x_fc_service_catalog_id
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labour_rate = 0.0
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if catalog and catalog.service_product_id:
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labour_rate = catalog.service_product_id.list_price
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parts_total = sum(w.parts_line_ids.mapped('subtotal'))
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w.actual_cost = (w.labour_hours * labour_rate) + parts_total
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est = w.estimated_cost or 0.0
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variance_pct = ((w.actual_cost - est) / est * 100) if est else 0.0
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w.variance_pct = variance_pct
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# One-sided: only OVER-cost triggers re-quote. Coming in under
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# estimate is good news and must not block invoicing.
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over_pct = variance_pct
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over_amt = w.actual_cost - est
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w.requires_requote = est > 0 and (
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over_pct >= threshold_pct or over_amt >= threshold_amt
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)
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# ------------------------------------------------------------------
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# ACTION
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# ------------------------------------------------------------------
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def action_confirm(self):
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self.ensure_one()
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repair = self.repair_id
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if not repair:
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raise UserError(_('No repair selected.'))
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# Create native repair operations (stock moves) for the parts used.
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# 'add' type moves consume parts from the parts source location and
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# flow through to the invoice when action_create_sale_order() is run.
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self._create_repair_part_moves(repair)
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# Persist actual cost + requote flag on the repair.
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repair.write({
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'x_fc_actual_cost': self.actual_cost,
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'x_fc_requires_requote': self.requires_requote,
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# Bundle 9 - persist hours the tech actually worked + resolve warranty
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'x_fc_callout_labor_hours': self.callout_labor_hours_used,
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})
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# Bundle 9: resolve labor warranty + apply void reason if the tech
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# found misuse during the visit.
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repair.action_check_labor_warranty()
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if self.warranty_void_reason and repair.x_fc_labor_warranty_id:
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repair.x_fc_labor_warranty_id.action_void(
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reason=self.warranty_void_reason,
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notes=self.warranty_void_notes or '',
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)
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repair.x_fc_labor_warranty_status = 'void_misuse'
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repair.message_post(body=Markup(_(
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'Warranty <b>VOIDED</b> on this visit. Reason: %(r)s. '
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'Full labor charged.'
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)) % {'r': dict(self._fields['warranty_void_reason'].selection).get(
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self.warranty_void_reason)})
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# Append technician notes to chatter.
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if self.notes:
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repair.message_post(body=self.notes)
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# Spawn a follow-up repair if the tech found another issue.
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stub = False
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if self.found_another_issue:
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stub = repair.copy({
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'state': 'draft',
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'internal_notes': _(
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'<p><em>Spawned from visit report on %(ref)s. Add details for the new issue.</em></p>',
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ref=repair.name,
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),
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'x_fc_intake_source': 'manual',
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'x_fc_intake_session_id': repair.x_fc_intake_session_id,
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'x_fc_estimated_cost': 0.0,
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'x_fc_actual_cost': 0.0,
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'x_fc_requires_requote': False,
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'x_fc_intake_template_id': False,
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'x_fc_service_catalog_id': False,
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'x_fc_maintenance_contract_id': False,
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})
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repair.message_post(
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body=Markup(_(
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'Spawned follow-up repair <b>%(name)s</b> for "found another issue".'
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)) % {'name': stub.name or ''},
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)
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# M1: issue an inspection certificate when the box is ticked
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# AND the equipment is safety-critical (stairlift / porch lift / power chair).
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if self.issue_inspection_cert:
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self._create_inspection_certificate(repair)
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# T4 / T6 / T7: persist captured artefacts as ir.attachment on the
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# repair so they survive the wizard close.
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self._persist_mobile_artefacts(repair)
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# M5: burn a pre-paid service plan visit if the client has one and
|
|
# the repair is a maintenance visit. The wizard intentionally does NOT
|
|
# zero out the client's invoice line - the office still posts the
|
|
# invoice; the burn is informational + the office reconciles credits
|
|
# in their accounting flow.
|
|
if not repair.x_fc_is_quote_only:
|
|
self._burn_service_plan_visit(repair)
|
|
|
|
# Bundle 8: parts-needed branch - capture the parts, flag the repair,
|
|
# email the client, leave the repair OPEN with awaiting_parts substate.
|
|
if self.outcome == 'parts_needed':
|
|
self._handle_parts_needed(repair)
|
|
elif self.outcome == 'rescheduled':
|
|
repair.message_post(body=Markup(_(
|
|
'Visit reported as <b>rescheduled</b>. Repair kept open.'
|
|
)))
|
|
# BUG-B1 fix: actually close the repair so the whole downstream chain
|
|
# (NPS cron, dashboard "done this month" stats, customer survey) fires.
|
|
# Leave open if requote needed - the office will re-quote and the tech
|
|
# will revisit. No-show / parts-needed / rescheduled / quote-only also
|
|
# stay open.
|
|
elif (self.outcome == 'completed'
|
|
and not self.requires_requote
|
|
and not self.no_show
|
|
and not repair.x_fc_is_quote_only
|
|
and not stub):
|
|
self._close_repair(repair)
|
|
elif self.no_show:
|
|
repair.message_post(body=Markup(_(
|
|
'Repair kept <b>open</b> due to no-show. Office to reschedule.'
|
|
)))
|
|
elif self.requires_requote:
|
|
repair.message_post(body=Markup(_(
|
|
'Repair kept <b>open</b> pending re-quote (variance flag).'
|
|
)))
|
|
|
|
# If a stub was spawned, open it directly so the tech can fill in details.
|
|
# Otherwise, if a certificate was issued, jump to it so the tech can print.
|
|
if stub:
|
|
return {
|
|
'type': 'ir.actions.act_window',
|
|
'name': stub.name,
|
|
'res_model': 'repair.order',
|
|
'view_mode': 'form',
|
|
'res_id': stub.id,
|
|
}
|
|
if self.inspection_cert_id:
|
|
return {
|
|
'type': 'ir.actions.act_window',
|
|
'name': self.inspection_cert_id.name,
|
|
'res_model': 'fusion.repair.inspection.certificate',
|
|
'view_mode': 'form',
|
|
'res_id': self.inspection_cert_id.id,
|
|
}
|
|
return {
|
|
'type': 'ir.actions.act_window',
|
|
'name': repair.name,
|
|
'res_model': 'repair.order',
|
|
'view_mode': 'form',
|
|
'res_id': repair.id,
|
|
}
|
|
|
|
def _persist_mobile_artefacts(self, repair):
|
|
"""T4/T6/T7: attach signature image, no-show photo, and serial list
|
|
to the repair so they survive after the transient wizard closes."""
|
|
Attachment = self.env['ir.attachment'].sudo()
|
|
if self.client_signature:
|
|
Attachment.create({
|
|
'name': f'signature-{repair.name}.png',
|
|
'datas': self.client_signature,
|
|
'res_model': 'repair.order',
|
|
'res_id': repair.id,
|
|
'mimetype': 'image/png',
|
|
})
|
|
who = self.client_signature_name or repair.partner_id.name or ''
|
|
repair.message_post(body=Markup(_(
|
|
'Client signature captured (<b>%s</b>).'
|
|
)) % who)
|
|
if self.no_show:
|
|
if self.no_show_photo:
|
|
Attachment.create({
|
|
'name': f'no-show-{repair.name}.jpg',
|
|
'datas': self.no_show_photo,
|
|
'res_model': 'repair.order',
|
|
'res_id': repair.id,
|
|
'mimetype': 'image/jpeg',
|
|
})
|
|
repair.message_post(body=Markup(_(
|
|
'Visit recorded as <b>client no-show</b>%s.'
|
|
)) % (' (photo attached)' if self.no_show_photo else ''))
|
|
if self.parts_serial_capture and self.parts_serial_capture.strip():
|
|
repair.message_post(body=Markup(_(
|
|
'Replaced part serials captured:<br/><pre>%s</pre>'
|
|
)) % self.parts_serial_capture.strip())
|
|
|
|
def _handle_parts_needed(self, repair):
|
|
"""Capture each part line as a fusion.repair.part.order record,
|
|
flag the repair as Awaiting Parts, and email the client a
|
|
"we found the problem - here's the timeline" note."""
|
|
if not self.needs_parts_line_ids:
|
|
raise UserError(_(
|
|
'Tick "Can\'t Fix Today - Need to Order Parts" but no parts '
|
|
'are captured. Add at least one part line so procurement can '
|
|
'place the order.'
|
|
))
|
|
PartOrder = self.env['fusion.repair.part.order'].sudo()
|
|
Attachment = self.env['ir.attachment'].sudo()
|
|
max_lead = 0
|
|
for line in self.needs_parts_line_ids:
|
|
# Copy any uploaded photos onto attachments owned by the part order.
|
|
photo_ids = []
|
|
for att in line.photo_ids:
|
|
copied = Attachment.create({
|
|
'name': att.name,
|
|
'datas': att.datas,
|
|
'mimetype': att.mimetype,
|
|
})
|
|
photo_ids.append(copied.id)
|
|
# Bundle 11: prefer the explicit calendar-picked expected_date,
|
|
# fall back to today + expected_lead_days.
|
|
expected = line.expected_date or (
|
|
fields.Date.context_today(self) + timedelta(days=line.expected_lead_days)
|
|
if line.expected_lead_days else False
|
|
)
|
|
part = PartOrder.create({
|
|
'repair_order_id': repair.id,
|
|
'description': line.description,
|
|
'oem_part_number': line.oem_part_number,
|
|
'manufacturer': line.manufacturer,
|
|
'quantity': line.quantity or 1.0,
|
|
'notes': line.notes,
|
|
'photo_ids': [(6, 0, photo_ids)] if photo_ids else False,
|
|
'expected_date': expected,
|
|
# Bundle 11 vendor / cost / warranty / factory refs
|
|
'vendor_partner_id': line.vendor_partner_id.id or False,
|
|
'unit_cost': line.unit_cost or 0.0,
|
|
'currency_id': line.currency_id.id or False,
|
|
'under_warranty': line.under_warranty,
|
|
'internal_po_ref': line.internal_po_ref or False,
|
|
'factory_ticket_ref': line.factory_ticket_ref or False,
|
|
'factory_ra_number': line.factory_ra_number or False,
|
|
})
|
|
# Auto-create the draft PO when the tech captured a vendor + cost
|
|
# AND opted in (create_draft_po default=True).
|
|
if line.create_draft_po and line.vendor_partner_id and line.unit_cost:
|
|
try:
|
|
part.action_create_draft_po()
|
|
except Exception:
|
|
_logger.exception(
|
|
'Could not auto-create draft PO for part %s on repair %s',
|
|
part.name, repair.name,
|
|
)
|
|
lead_days = (
|
|
line.expected_lead_days
|
|
if line.expected_lead_days
|
|
else (int((expected - fields.Date.context_today(self)).days)
|
|
if expected else 0)
|
|
)
|
|
max_lead = max(max_lead, int(lead_days or 0))
|
|
repair.write({
|
|
'x_fc_parts_awaiting': True,
|
|
'x_fc_parts_eta_date': (
|
|
fields.Date.context_today(self) + timedelta(days=max_lead + 2)
|
|
if max_lead else False
|
|
),
|
|
})
|
|
# Office activity - "place these orders today".
|
|
repair.activity_schedule(
|
|
summary='Order parts from manufacturer(s)',
|
|
note=_('Tech captured %d part(s) - place the order(s) today.'
|
|
) % len(self.needs_parts_line_ids),
|
|
user_id=repair.user_id.id or self.env.uid,
|
|
)
|
|
# Client comms.
|
|
tpl = self.env.ref(
|
|
'fusion_repairs.email_template_repair_awaiting_parts',
|
|
raise_if_not_found=False,
|
|
)
|
|
if tpl and repair.partner_id and repair.partner_id.email:
|
|
try:
|
|
tpl.send_mail(repair.id, force_send=False)
|
|
except Exception:
|
|
_logger.exception('Awaiting-parts email failed for %s', repair.name)
|
|
repair.message_post(body=Markup(_(
|
|
'Visit reported as <b>parts needed</b>. Captured %(n)d part order(s); '
|
|
'repair flagged "Awaiting Parts". Client notified.'
|
|
)) % {'n': len(self.needs_parts_line_ids)})
|
|
|
|
def _close_repair(self, repair):
|
|
"""Drive the Odoo native state machine from draft -> done.
|
|
|
|
Odoo 19 sequence: draft -> action_validate (confirmed/under_repair)
|
|
-> action_repair_start (under_repair) -> action_repair_end (done).
|
|
Calls are guarded - silently re-runs only the missing steps.
|
|
"""
|
|
try:
|
|
if repair.state == 'draft':
|
|
# action_validate is the standard entry path; if the product is
|
|
# storable it expects reservations etc., so fall back to the
|
|
# simpler _action_repair_confirm() helper if validate refuses.
|
|
try:
|
|
repair.action_validate()
|
|
except Exception as e:
|
|
_logger.info(
|
|
'action_validate skipped for %s: %s; using internal confirm.',
|
|
repair.name, e,
|
|
)
|
|
repair._action_repair_confirm()
|
|
if repair.state == 'confirmed':
|
|
repair.action_repair_start()
|
|
if repair.state == 'under_repair':
|
|
repair.action_repair_end()
|
|
repair.message_post(body=Markup(_(
|
|
'Visit report submitted - repair closed by <b>%s</b>.'
|
|
)) % (self.technician_id.name or self.env.user.name))
|
|
except Exception as e:
|
|
_logger.exception(
|
|
'Visit report could not close repair %s automatically: %s',
|
|
repair.name, e,
|
|
)
|
|
repair.message_post(body=Markup(_(
|
|
'<b>Could not auto-close repair</b>: %s. Office must close manually.'
|
|
)) % str(e))
|
|
|
|
def _burn_service_plan_visit(self, repair):
|
|
"""M5: deduct one visit from the most-recently-active service plan
|
|
covering this repair. Quietly no-ops if the client has no plan."""
|
|
Plan = self.env['fusion.repair.service.plan.subscription'].sudo()
|
|
sub = Plan.find_for_repair(repair)
|
|
if sub:
|
|
sub.burn_visit(repair)
|
|
|
|
def _create_inspection_certificate(self, repair):
|
|
"""M1: create the inspection certificate. Requires a safety-critical
|
|
equipment category - otherwise just logs to chatter and skips."""
|
|
category = repair.x_fc_repair_category_id
|
|
if not category or not category.safety_critical:
|
|
repair.message_post(body=_(
|
|
'Inspection certificate skipped - equipment category is not '
|
|
'flagged as safety_critical. Only stairlifts, porch lifts, '
|
|
'and power wheelchairs receive annual certificates.'
|
|
))
|
|
return
|
|
if not repair.product_id:
|
|
repair.message_post(body=_(
|
|
'Inspection certificate skipped - the repair has no product set.'
|
|
))
|
|
return
|
|
Cert = self.env['fusion.repair.inspection.certificate'].sudo()
|
|
cert = Cert.create({
|
|
'partner_id': repair.partner_id.id,
|
|
'product_id': repair.product_id.id,
|
|
'lot_id': repair.lot_id.id if repair.lot_id else False,
|
|
'repair_order_id': repair.id,
|
|
'inspector_user_id': self.technician_id.id or self.env.uid,
|
|
})
|
|
self.inspection_cert_id = cert
|
|
repair.message_post(body=_(
|
|
'Issued inspection certificate %s (expires %s).'
|
|
) % (cert.name, cert.expiry_date))
|
|
|
|
def _create_repair_part_moves(self, repair):
|
|
"""Create stock.move records for each part used (repair_line_type='add').
|
|
|
|
Locations follow the repair order's configured source / parts locations;
|
|
Odoo natively links these moves to the SO line generated by
|
|
action_create_sale_order() so they invoice correctly.
|
|
"""
|
|
Move = self.env['stock.move'].sudo()
|
|
for line in self.parts_line_ids:
|
|
if not line.product_id or line.quantity <= 0:
|
|
continue
|
|
vals = {
|
|
'name': line.product_id.display_name,
|
|
'product_id': line.product_id.id,
|
|
'product_uom_qty': line.quantity,
|
|
'product_uom': line.product_id.uom_id.id,
|
|
'repair_id': repair.id,
|
|
'repair_line_type': 'add',
|
|
'location_id': repair.location_id.id,
|
|
'location_dest_id': repair.parts_location_id.id or repair.location_id.id,
|
|
'company_id': repair.company_id.id,
|
|
}
|
|
try:
|
|
Move.create(vals)
|
|
except Exception as e:
|
|
_logger.warning(
|
|
'Could not create repair part move on %s for %s: %s',
|
|
repair.name, line.product_id.display_name, e,
|
|
)
|
|
|
|
|
|
class RepairVisitReportWizardLine(models.TransientModel):
|
|
_name = 'fusion.repair.visit.report.wizard.line'
|
|
_description = 'Repair Visit Report Wizard - Part Line'
|
|
|
|
wizard_id = fields.Many2one(
|
|
'fusion.repair.visit.report.wizard',
|
|
required=True,
|
|
ondelete='cascade',
|
|
)
|
|
product_id = fields.Many2one(
|
|
'product.product',
|
|
string='Part',
|
|
required=True,
|
|
)
|
|
quantity = fields.Float(default=1.0, required=True)
|
|
unit_price = fields.Float(string='Unit Price')
|
|
subtotal = fields.Float(compute='_compute_subtotal', store=True)
|
|
|
|
@api.onchange('product_id')
|
|
def _onchange_product_id(self):
|
|
if self.product_id:
|
|
self.unit_price = self.product_id.list_price
|
|
|
|
@api.depends('quantity', 'unit_price')
|
|
def _compute_subtotal(self):
|
|
for line in self:
|
|
line.subtotal = line.quantity * line.unit_price
|
|
|
|
|
|
class RepairVisitReportWizardPartLine(models.TransientModel):
|
|
"""Bundle 8 + 11: parts the tech needs the office to ORDER from the
|
|
manufacturer.
|
|
|
|
Captured during the visit report when outcome='parts_needed'; one record per
|
|
distinct part. On wizard confirm, each line creates a
|
|
fusion.repair.part.order which is the procurement-facing record.
|
|
|
|
Bundle 11 adds: vendor picker (filtered to vendors), unit cost, expected
|
|
arrival date (calendar widget), factory ticket/RA refs, and a warranty
|
|
flag - everything the tech captures over the phone with the factory.
|
|
"""
|
|
_name = 'fusion.repair.visit.report.wizard.partline'
|
|
_description = 'Visit Report - Part to Order'
|
|
|
|
wizard_id = fields.Many2one(
|
|
'fusion.repair.visit.report.wizard',
|
|
required=True,
|
|
ondelete='cascade',
|
|
)
|
|
description = fields.Char(
|
|
string='Description',
|
|
required=True,
|
|
help='Plain English (e.g. "Handicare 1100 right armrest").',
|
|
)
|
|
oem_part_number = fields.Char(string='OEM #')
|
|
manufacturer = fields.Char(string='Manufacturer (free text)')
|
|
quantity = fields.Float(default=1.0, required=True)
|
|
expected_lead_days = fields.Integer(
|
|
string='Lead Time (days)',
|
|
default=7,
|
|
help='Tech estimate. Office uses this to set client ETA expectations.',
|
|
)
|
|
expected_date = fields.Date(
|
|
string='Expected Arrival',
|
|
help='Calendar pick. If the factory confirmed a specific date, use it - '
|
|
'otherwise leave blank and the lead-time days will be used.',
|
|
)
|
|
notes = fields.Text(string='Notes for Procurement')
|
|
|
|
# Bundle 11: vendor + cost + warranty + factory tracking.
|
|
vendor_partner_id = fields.Many2one(
|
|
'res.partner',
|
|
string='Vendor',
|
|
domain="[('is_company', '=', True)]",
|
|
help='Pick the vendor from our contacts. Quickly searchable while '
|
|
'on the phone with the factory.',
|
|
)
|
|
unit_cost = fields.Monetary(
|
|
string='Unit Cost',
|
|
currency_field='currency_id',
|
|
)
|
|
currency_id = fields.Many2one(
|
|
'res.currency',
|
|
default=lambda self: self.env.company.currency_id,
|
|
)
|
|
under_warranty = fields.Boolean(
|
|
string='Factory Warranty',
|
|
help='Tick if the factory confirmed warranty coverage on the call.',
|
|
)
|
|
internal_po_ref = fields.Char(
|
|
string='PO # read to factory',
|
|
help='Westin PO number the tech gave the factory for tracking.',
|
|
)
|
|
factory_ticket_ref = fields.Char(string='Factory Ticket #')
|
|
factory_ra_number = fields.Char(
|
|
string='Factory RA #',
|
|
help='Return Authorization (when factory issues a warranty replacement).',
|
|
)
|
|
photo_ids = fields.Many2many(
|
|
'ir.attachment',
|
|
'fusion_repair_visit_partline_photo_rel',
|
|
'partline_id', 'attachment_id',
|
|
string='Photos',
|
|
)
|
|
create_draft_po = fields.Boolean(
|
|
string='Create draft PO',
|
|
default=True,
|
|
help='When ticked AND a vendor + cost are filled in, the wizard '
|
|
'auto-creates a draft purchase.order on submit so the office '
|
|
'can review and send it.',
|
|
)
|