Files
Odoo-Modules/fusion_repairs/models/repair_order.py
gsinghpal 7727745b73 feat(fusion_repairs): Phase 2 - service catalogue, visit report, warranty, Poynt
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>
2026-05-20 21:57:33 -04:00

323 lines
12 KiB
Python

# -*- coding: utf-8 -*-
# Copyright 2024-2026 Nexa Systems Inc.
# License OPL-1 (Odoo Proprietary License v1.0)
from datetime import timedelta
from odoo import api, fields, models, _
from odoo.exceptions import UserError
INTAKE_SOURCES = [
('backend_wizard', 'Backend Wizard (CS)'),
('sales_rep_portal', 'Sales Rep Portal'),
('client_portal', 'Client Self-Service'),
('manual', 'Manual / Other'),
]
URGENCY_LEVELS = [
('normal', 'Normal'),
('urgent', 'Urgent'),
('safety', 'Safety Issue'),
]
class RepairOrder(models.Model):
"""Extend Odoo Repairs with intake context, dispatch link, warranty
determination, and pricing variance tracking for Fusion Repairs."""
_inherit = 'repair.order'
# ------------------------------------------------------------------
# INTAKE METADATA
# ------------------------------------------------------------------
x_fc_intake_source = fields.Selection(
INTAKE_SOURCES,
string='Intake Source',
default='manual',
tracking=True,
help='Which intake surface created this repair (backend CS wizard, '
'sales rep portal, public client portal, or manual entry).',
)
x_fc_intake_user_id = fields.Many2one(
'res.users',
string='Intake By',
tracking=True,
index=True,
help='User who took the call / submitted the intake. For client portal, '
'this is the OdooBot or admin user.',
)
x_fc_intake_session_id = fields.Char(
string='Intake Session',
index=True,
copy=False,
help='Reference shared by multiple repair orders created during the same call.',
)
x_fc_intake_template_id = fields.Many2one(
'fusion.repair.intake.template',
string='Intake Template',
help='Question template used during intake.',
)
x_fc_intake_answer_ids = fields.One2many(
'fusion.repair.intake.answer',
'repair_id',
string='Intake Answers',
)
# Catalogue match (Phase 2)
x_fc_service_catalog_id = fields.Many2one(
'fusion.repair.service.catalog',
string='Service Catalogue Match',
index=True,
help='Auto-matched catalogue entry that pre-fills estimated cost and duration.',
)
x_fc_intake_answer_count = fields.Integer(
compute='_compute_intake_answer_count',
)
# ------------------------------------------------------------------
# EQUIPMENT / WARRANTY
# ------------------------------------------------------------------
x_fc_repair_category_id = fields.Many2one(
'fusion.repair.product.category',
string='Equipment Category',
tracking=True,
index=True,
help='Medical equipment category - drives intake template and tech skills filter.',
)
x_fc_third_party_equipment = fields.Boolean(
string='Third-Party Equipment',
tracking=True,
help='True if the equipment was not sold by us. Forces under_warranty=False '
'and typically triggers a service call-out fee.',
)
x_fc_original_sale_order_id = fields.Many2one(
'sale.order',
string='Original Purchase SO',
tracking=True,
index=True,
help='Sale order through which the customer originally purchased this unit. '
'Auto-matched on intake by partner + lot/serial.',
)
x_fc_warranty_override_reason = fields.Char(
string='Warranty Override Reason',
help='Required when CS overrides the auto-detected warranty status.',
)
# ------------------------------------------------------------------
# TRIAGE / URGENCY
# ------------------------------------------------------------------
x_fc_urgency = fields.Selection(
URGENCY_LEVELS,
string='Urgency',
default='normal',
tracking=True,
index=True,
)
x_fc_issue_category = fields.Char(
string='Issue Category',
help='Symptom classification (e.g. "battery", "motor", "remote"). Used by '
'service catalogue matcher and AI prompt context.',
)
# ------------------------------------------------------------------
# PHOTOS
# ------------------------------------------------------------------
x_fc_photo_ids = fields.Many2many(
'ir.attachment',
'fusion_repair_order_photo_rel',
'repair_id',
'attachment_id',
string='Intake Photos / Videos',
help='Photos and videos uploaded during intake.',
)
x_fc_photo_count = fields.Integer(
compute='_compute_photo_count',
)
# ------------------------------------------------------------------
# PRICING (estimate vs actual - Phase 2 reconciliation)
# ------------------------------------------------------------------
x_fc_estimated_duration = fields.Float(
string='Estimated Duration (h)',
help='Estimated visit duration from service catalogue, used to size technician slot.',
)
x_fc_estimated_cost = fields.Monetary(
string='Estimated Cost',
currency_field='company_currency_id',
help='Estimated total from catalogue match at intake (pre-visit).',
)
x_fc_actual_cost = fields.Monetary(
string='Actual Cost',
currency_field='company_currency_id',
help='Actual total recorded from the visit report (post-visit).',
)
x_fc_cost_variance_pct = fields.Float(
string='Cost Variance %',
compute='_compute_cost_variance',
store=True,
help='(actual - estimated) / estimated * 100',
)
x_fc_requires_requote = fields.Boolean(
string='Requires Re-Quote',
help='Set when actual cost exceeds estimate beyond the configured threshold; '
'blocks automatic invoicing until manager approves or client re-confirms.',
)
company_currency_id = fields.Many2one(
'res.currency',
related='company_id.currency_id',
readonly=True,
)
# ------------------------------------------------------------------
# FIELD SERVICE LINK
# ------------------------------------------------------------------
x_fc_technician_task_ids = fields.One2many(
'fusion.technician.task',
'x_fc_repair_order_id',
string='Technician Tasks',
)
x_fc_technician_task_count = fields.Integer(
compute='_compute_technician_task_count',
)
# ------------------------------------------------------------------
# AI SUMMARY (Phase 2)
# ------------------------------------------------------------------
x_fc_ai_summary = fields.Text(
string='AI Pre-Visit Brief',
help='AI-generated short brief for the technician based on intake answers. '
'Optional - never blocks intake submit.',
)
# ------------------------------------------------------------------
# COMPUTES
# ------------------------------------------------------------------
@api.depends('x_fc_intake_answer_ids')
def _compute_intake_answer_count(self):
for repair in self:
repair.x_fc_intake_answer_count = len(repair.x_fc_intake_answer_ids)
@api.depends('x_fc_photo_ids')
def _compute_photo_count(self):
for repair in self:
repair.x_fc_photo_count = len(repair.x_fc_photo_ids)
@api.depends('x_fc_technician_task_ids')
def _compute_technician_task_count(self):
for repair in self:
repair.x_fc_technician_task_count = len(repair.x_fc_technician_task_ids)
@api.depends('x_fc_estimated_cost', 'x_fc_actual_cost')
def _compute_cost_variance(self):
for repair in self:
if repair.x_fc_estimated_cost:
repair.x_fc_cost_variance_pct = (
(repair.x_fc_actual_cost - repair.x_fc_estimated_cost)
/ repair.x_fc_estimated_cost * 100
)
else:
repair.x_fc_cost_variance_pct = 0.0
# ------------------------------------------------------------------
# WARRANTY DETERMINATION
# ------------------------------------------------------------------
def _fc_compute_warranty_status(self):
"""Auto-detect warranty: not third-party AND within warranty window."""
self.ensure_one()
if self.x_fc_third_party_equipment:
return False
if not self.x_fc_original_sale_order_id:
return False
original = self.x_fc_original_sale_order_id
delivery_date = original.commitment_date or original.date_order
if not delivery_date:
return False
warranty_months = (
self.product_id.product_tmpl_id.x_fc_warranty_months
if self.product_id else 0
)
if not warranty_months:
return False
# Datetime + months: use simple 30-day approximation per month for now.
cutoff = fields.Datetime.from_string(str(delivery_date)) + timedelta(days=warranty_months * 30)
return fields.Datetime.now() <= cutoff
# ------------------------------------------------------------------
# SMART BUTTONS
# ------------------------------------------------------------------
def action_view_intake_answers(self):
self.ensure_one()
return {
'type': 'ir.actions.act_window',
'name': _('Intake Answers'),
'res_model': 'fusion.repair.intake.answer',
'view_mode': 'list,form',
'domain': [('repair_id', '=', self.id)],
'context': {'default_repair_id': self.id},
}
def action_view_technician_tasks(self):
self.ensure_one()
if len(self.x_fc_technician_task_ids) == 1:
return {
'type': 'ir.actions.act_window',
'name': self.x_fc_technician_task_ids.name,
'res_model': 'fusion.technician.task',
'view_mode': 'form',
'res_id': self.x_fc_technician_task_ids.id,
}
return {
'type': 'ir.actions.act_window',
'name': _('Technician Tasks'),
'res_model': 'fusion.technician.task',
'view_mode': 'list,form',
'domain': [('x_fc_repair_order_id', '=', self.id)],
'context': {'default_x_fc_repair_order_id': self.id},
}
def action_view_original_sale_order(self):
self.ensure_one()
if not self.x_fc_original_sale_order_id:
return False
return {
'type': 'ir.actions.act_window',
'name': self.x_fc_original_sale_order_id.name,
'res_model': 'sale.order',
'view_mode': 'form',
'res_id': self.x_fc_original_sale_order_id.id,
}
# ------------------------------------------------------------------
# WIZARDS / PAYMENT
# ------------------------------------------------------------------
def action_open_visit_report(self):
self.ensure_one()
return {
'type': 'ir.actions.act_window',
'name': _('Visit Report'),
'res_model': 'fusion.repair.visit.report.wizard',
'view_mode': 'form',
'target': 'new',
'context': {
'default_repair_id': self.id,
'default_labour_hours': self.x_fc_estimated_duration or 1.0,
},
}
def action_collect_payment(self):
"""Open the Poynt payment wizard for the linked posted invoice."""
self.ensure_one()
# Resolve the linked invoice via the standard repair -> SO -> invoice chain.
if not self.sale_order_id:
raise UserError(_('Confirm a sale order from this repair first.'))
invoice = self.sale_order_id.invoice_ids.filtered(
lambda m: m.state == 'posted' and m.payment_state in ('not_paid', 'partial')
)[:1]
if not invoice:
raise UserError(_('No posted, unpaid invoice was found for this repair.'))
if hasattr(invoice, 'action_open_poynt_payment_wizard'):
return invoice.action_open_poynt_payment_wizard()
raise UserError(_('Poynt payment is not available - install or configure fusion_poynt.'))