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>
323 lines
12 KiB
Python
323 lines
12 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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from datetime import timedelta
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from odoo import api, fields, models, _
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from odoo.exceptions import UserError
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INTAKE_SOURCES = [
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('backend_wizard', 'Backend Wizard (CS)'),
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('sales_rep_portal', 'Sales Rep Portal'),
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('client_portal', 'Client Self-Service'),
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('manual', 'Manual / Other'),
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]
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URGENCY_LEVELS = [
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('normal', 'Normal'),
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('urgent', 'Urgent'),
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('safety', 'Safety Issue'),
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]
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class RepairOrder(models.Model):
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"""Extend Odoo Repairs with intake context, dispatch link, warranty
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determination, and pricing variance tracking for Fusion Repairs."""
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_inherit = 'repair.order'
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# ------------------------------------------------------------------
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# INTAKE METADATA
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# ------------------------------------------------------------------
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x_fc_intake_source = fields.Selection(
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INTAKE_SOURCES,
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string='Intake Source',
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default='manual',
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tracking=True,
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help='Which intake surface created this repair (backend CS wizard, '
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'sales rep portal, public client portal, or manual entry).',
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)
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x_fc_intake_user_id = fields.Many2one(
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'res.users',
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string='Intake By',
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tracking=True,
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index=True,
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help='User who took the call / submitted the intake. For client portal, '
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'this is the OdooBot or admin user.',
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)
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x_fc_intake_session_id = fields.Char(
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string='Intake Session',
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index=True,
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copy=False,
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help='Reference shared by multiple repair orders created during the same call.',
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)
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x_fc_intake_template_id = fields.Many2one(
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'fusion.repair.intake.template',
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string='Intake Template',
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help='Question template used during intake.',
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)
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x_fc_intake_answer_ids = fields.One2many(
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'fusion.repair.intake.answer',
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'repair_id',
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string='Intake Answers',
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)
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# Catalogue match (Phase 2)
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x_fc_service_catalog_id = fields.Many2one(
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'fusion.repair.service.catalog',
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string='Service Catalogue Match',
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index=True,
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help='Auto-matched catalogue entry that pre-fills estimated cost and duration.',
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)
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x_fc_intake_answer_count = fields.Integer(
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compute='_compute_intake_answer_count',
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)
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# ------------------------------------------------------------------
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# EQUIPMENT / WARRANTY
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# ------------------------------------------------------------------
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x_fc_repair_category_id = fields.Many2one(
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'fusion.repair.product.category',
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string='Equipment Category',
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tracking=True,
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index=True,
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help='Medical equipment category - drives intake template and tech skills filter.',
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)
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x_fc_third_party_equipment = fields.Boolean(
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string='Third-Party Equipment',
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tracking=True,
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help='True if the equipment was not sold by us. Forces under_warranty=False '
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'and typically triggers a service call-out fee.',
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)
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x_fc_original_sale_order_id = fields.Many2one(
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'sale.order',
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string='Original Purchase SO',
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tracking=True,
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index=True,
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help='Sale order through which the customer originally purchased this unit. '
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'Auto-matched on intake by partner + lot/serial.',
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)
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x_fc_warranty_override_reason = fields.Char(
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string='Warranty Override Reason',
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help='Required when CS overrides the auto-detected warranty status.',
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)
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# ------------------------------------------------------------------
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# TRIAGE / URGENCY
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# ------------------------------------------------------------------
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x_fc_urgency = fields.Selection(
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URGENCY_LEVELS,
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string='Urgency',
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default='normal',
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tracking=True,
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index=True,
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)
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x_fc_issue_category = fields.Char(
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string='Issue Category',
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help='Symptom classification (e.g. "battery", "motor", "remote"). Used by '
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'service catalogue matcher and AI prompt context.',
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)
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# ------------------------------------------------------------------
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# PHOTOS
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# ------------------------------------------------------------------
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x_fc_photo_ids = fields.Many2many(
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'ir.attachment',
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'fusion_repair_order_photo_rel',
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'repair_id',
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'attachment_id',
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string='Intake Photos / Videos',
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help='Photos and videos uploaded during intake.',
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)
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x_fc_photo_count = fields.Integer(
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compute='_compute_photo_count',
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)
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# ------------------------------------------------------------------
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# PRICING (estimate vs actual - Phase 2 reconciliation)
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# ------------------------------------------------------------------
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x_fc_estimated_duration = fields.Float(
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string='Estimated Duration (h)',
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help='Estimated visit duration from service catalogue, used to size technician slot.',
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)
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x_fc_estimated_cost = fields.Monetary(
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string='Estimated Cost',
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currency_field='company_currency_id',
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help='Estimated total from catalogue match at intake (pre-visit).',
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)
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x_fc_actual_cost = fields.Monetary(
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string='Actual Cost',
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currency_field='company_currency_id',
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help='Actual total recorded from the visit report (post-visit).',
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)
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x_fc_cost_variance_pct = fields.Float(
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string='Cost Variance %',
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compute='_compute_cost_variance',
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store=True,
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help='(actual - estimated) / estimated * 100',
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)
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x_fc_requires_requote = fields.Boolean(
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string='Requires Re-Quote',
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help='Set when actual cost exceeds estimate beyond the configured threshold; '
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'blocks automatic invoicing until manager approves or client re-confirms.',
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)
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company_currency_id = fields.Many2one(
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'res.currency',
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related='company_id.currency_id',
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readonly=True,
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)
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# ------------------------------------------------------------------
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# FIELD SERVICE LINK
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# ------------------------------------------------------------------
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x_fc_technician_task_ids = fields.One2many(
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'fusion.technician.task',
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'x_fc_repair_order_id',
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string='Technician Tasks',
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)
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x_fc_technician_task_count = fields.Integer(
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compute='_compute_technician_task_count',
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)
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# ------------------------------------------------------------------
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# AI SUMMARY (Phase 2)
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# ------------------------------------------------------------------
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x_fc_ai_summary = fields.Text(
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string='AI Pre-Visit Brief',
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help='AI-generated short brief for the technician based on intake answers. '
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'Optional - never blocks intake submit.',
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)
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# ------------------------------------------------------------------
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# COMPUTES
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# ------------------------------------------------------------------
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@api.depends('x_fc_intake_answer_ids')
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def _compute_intake_answer_count(self):
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for repair in self:
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repair.x_fc_intake_answer_count = len(repair.x_fc_intake_answer_ids)
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@api.depends('x_fc_photo_ids')
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def _compute_photo_count(self):
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for repair in self:
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repair.x_fc_photo_count = len(repair.x_fc_photo_ids)
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@api.depends('x_fc_technician_task_ids')
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def _compute_technician_task_count(self):
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for repair in self:
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repair.x_fc_technician_task_count = len(repair.x_fc_technician_task_ids)
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@api.depends('x_fc_estimated_cost', 'x_fc_actual_cost')
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def _compute_cost_variance(self):
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for repair in self:
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if repair.x_fc_estimated_cost:
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repair.x_fc_cost_variance_pct = (
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(repair.x_fc_actual_cost - repair.x_fc_estimated_cost)
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/ repair.x_fc_estimated_cost * 100
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)
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else:
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repair.x_fc_cost_variance_pct = 0.0
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# ------------------------------------------------------------------
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# WARRANTY DETERMINATION
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# ------------------------------------------------------------------
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def _fc_compute_warranty_status(self):
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"""Auto-detect warranty: not third-party AND within warranty window."""
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self.ensure_one()
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if self.x_fc_third_party_equipment:
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return False
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if not self.x_fc_original_sale_order_id:
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return False
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original = self.x_fc_original_sale_order_id
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delivery_date = original.commitment_date or original.date_order
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if not delivery_date:
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return False
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warranty_months = (
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self.product_id.product_tmpl_id.x_fc_warranty_months
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if self.product_id else 0
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)
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if not warranty_months:
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return False
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# Datetime + months: use simple 30-day approximation per month for now.
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cutoff = fields.Datetime.from_string(str(delivery_date)) + timedelta(days=warranty_months * 30)
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return fields.Datetime.now() <= cutoff
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# ------------------------------------------------------------------
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# SMART BUTTONS
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# ------------------------------------------------------------------
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def action_view_intake_answers(self):
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self.ensure_one()
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return {
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'type': 'ir.actions.act_window',
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'name': _('Intake Answers'),
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'res_model': 'fusion.repair.intake.answer',
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'view_mode': 'list,form',
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'domain': [('repair_id', '=', self.id)],
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'context': {'default_repair_id': self.id},
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}
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def action_view_technician_tasks(self):
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self.ensure_one()
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if len(self.x_fc_technician_task_ids) == 1:
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return {
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'type': 'ir.actions.act_window',
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'name': self.x_fc_technician_task_ids.name,
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'res_model': 'fusion.technician.task',
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'view_mode': 'form',
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'res_id': self.x_fc_technician_task_ids.id,
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}
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return {
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'type': 'ir.actions.act_window',
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'name': _('Technician Tasks'),
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'res_model': 'fusion.technician.task',
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'view_mode': 'list,form',
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'domain': [('x_fc_repair_order_id', '=', self.id)],
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'context': {'default_x_fc_repair_order_id': self.id},
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}
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def action_view_original_sale_order(self):
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self.ensure_one()
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if not self.x_fc_original_sale_order_id:
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return False
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return {
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'type': 'ir.actions.act_window',
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'name': self.x_fc_original_sale_order_id.name,
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'res_model': 'sale.order',
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'view_mode': 'form',
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'res_id': self.x_fc_original_sale_order_id.id,
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}
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# ------------------------------------------------------------------
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# WIZARDS / PAYMENT
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# ------------------------------------------------------------------
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def action_open_visit_report(self):
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self.ensure_one()
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return {
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'type': 'ir.actions.act_window',
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'name': _('Visit Report'),
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'res_model': 'fusion.repair.visit.report.wizard',
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'view_mode': 'form',
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'target': 'new',
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'context': {
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'default_repair_id': self.id,
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'default_labour_hours': self.x_fc_estimated_duration or 1.0,
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},
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}
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def action_collect_payment(self):
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"""Open the Poynt payment wizard for the linked posted invoice."""
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self.ensure_one()
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# Resolve the linked invoice via the standard repair -> SO -> invoice chain.
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if not self.sale_order_id:
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raise UserError(_('Confirm a sale order from this repair first.'))
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invoice = self.sale_order_id.invoice_ids.filtered(
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lambda m: m.state == 'posted' and m.payment_state in ('not_paid', 'partial')
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)[:1]
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if not invoice:
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raise UserError(_('No posted, unpaid invoice was found for this repair.'))
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if hasattr(invoice, 'action_open_poynt_payment_wizard'):
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return invoice.action_open_poynt_payment_wizard()
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raise UserError(_('Poynt payment is not available - install or configure fusion_poynt.'))
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