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>
122 lines
3.6 KiB
Python
122 lines
3.6 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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"""Repair warranty coverage.
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Tracks the 30/90-day warranty we offer on completed repair work.
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When a new repair is created on the same equipment within the
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coverage window, the intake wizard / portal shows a banner:
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"This repair may be covered by our warranty - no charge".
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Phase 2 ships the model + manual creation from a completed repair.
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Phase 4 will add automatic creation when a repair moves to 'done'.
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"""
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from datetime import timedelta
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from odoo import api, fields, models
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class FusionRepairWarrantyCoverage(models.Model):
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_name = 'fusion.repair.warranty.coverage'
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_description = 'Repair Warranty Coverage'
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_order = 'expiry_date desc, id desc'
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name = fields.Char(string='Reference', compute='_compute_name', store=True)
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repair_id = fields.Many2one(
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'repair.order',
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string='Original Repair',
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required=True,
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ondelete='cascade',
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index=True,
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)
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partner_id = fields.Many2one(
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'res.partner',
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string='Client',
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related='repair_id.partner_id',
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store=True,
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index=True,
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)
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product_id = fields.Many2one(
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'product.product',
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string='Equipment',
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related='repair_id.product_id',
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store=True,
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index=True,
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)
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lot_id = fields.Many2one(
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'stock.lot',
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string='Serial Number',
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related='repair_id.lot_id',
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store=True,
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)
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start_date = fields.Date(
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string='Start Date',
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required=True,
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default=fields.Date.context_today,
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)
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coverage_days = fields.Integer(
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string='Coverage Window (days)',
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default=30,
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required=True,
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)
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expiry_date = fields.Date(
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string='Expires',
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compute='_compute_expiry_date',
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store=True,
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)
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is_active = fields.Boolean(
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string='Active',
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compute='_compute_is_active',
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store=True,
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)
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notes = fields.Text()
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company_id = fields.Many2one(
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'res.company',
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string='Company',
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related='repair_id.company_id',
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store=True,
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)
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@api.depends('repair_id.name', 'expiry_date')
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def _compute_name(self):
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for w in self:
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w.name = (
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f"Warranty {w.repair_id.name or '?'} (until {w.expiry_date or '?'})"
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)
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@api.depends('start_date', 'coverage_days')
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def _compute_expiry_date(self):
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for w in self:
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if w.start_date and w.coverage_days:
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w.expiry_date = w.start_date + timedelta(days=w.coverage_days)
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else:
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w.expiry_date = False
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@api.depends('expiry_date')
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def _compute_is_active(self):
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today = fields.Date.context_today(self)
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for w in self:
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w.is_active = bool(w.expiry_date and w.expiry_date >= today)
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# ------------------------------------------------------------------
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# LOOKUP
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# ------------------------------------------------------------------
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@api.model
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def find_active_for(self, partner_id, product_id=None, lot_id=None):
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"""Return active warranty coverage matching the partner + equipment, if any."""
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if not partner_id:
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return self.browse()
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domain = [
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('partner_id', '=', partner_id),
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('is_active', '=', True),
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]
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if lot_id:
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domain.append(('lot_id', '=', lot_id))
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elif product_id:
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domain.append(('product_id', '=', product_id))
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return self.search(domain, order='expiry_date desc', limit=1)
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