Files
Odoo-Modules/fusion_repairs/models/service_catalog.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

142 lines
5.3 KiB
Python

# -*- coding: utf-8 -*-
# Copyright 2024-2026 Nexa Systems Inc.
# License OPL-1 (Odoo Proprietary License v1.0)
"""Service catalogue.
Each fusion.repair.service.catalog record is a named repair / maintenance
service (e.g. "Stairlift motor replacement", "Bed remote troubleshoot")
with estimated duration, estimated cost, default parts, and symptom
keywords used to auto-match an intake to the right catalogue entry.
The catalogue feeds:
- intake auto-match -> sets x_fc_service_catalog_id +
x_fc_estimated_duration + x_fc_estimated_cost on the repair
- visit report -> default labour line + parts pre-fill
- pricing variance -> compares estimate vs actual
"""
from odoo import api, fields, models
class FusionRepairServiceCatalog(models.Model):
_name = 'fusion.repair.service.catalog'
_description = 'Repair Service Catalogue Entry'
_order = 'sequence, name'
name = fields.Char(string='Service Name', required=True, translate=True)
code = fields.Char(string='Code', help='Stable identifier (lowercase, no spaces).')
sequence = fields.Integer(default=10)
active = fields.Boolean(default=True)
company_id = fields.Many2one(
'res.company', string='Company',
default=lambda self: self.env.company,
)
# Routing & matching
product_category_id = fields.Many2one(
'fusion.repair.product.category',
string='Equipment Category',
required=True,
index=True,
)
symptom_keywords = fields.Char(
string='Symptom Keywords',
help='Comma-separated keywords used to auto-match an intake to this catalogue entry. '
'Matched against the issue summary, issue category, and intake answer text.',
)
# Service product (what actually gets invoiced)
service_product_id = fields.Many2one(
'product.product',
string='Service Product',
domain=[('type', '=', 'service')],
help='Product line added to the repair sale order for the labour portion.',
)
default_parts_product_ids = fields.Many2many(
'product.product',
'fusion_repair_catalog_parts_rel',
'catalog_id', 'product_id',
string='Default Parts',
help='Parts typically used. Pre-loaded onto the visit report wizard for the tech to confirm.',
)
pricelist_id = fields.Many2one(
'product.pricelist',
string='Pricelist Override',
help='Optional pricelist applied to repair SOs from this catalogue entry. '
'Leave blank to use the partner default pricelist.',
)
# Estimates
estimated_hours = fields.Float(
string='Estimated Labour (h)',
default=1.0,
help='Used to size the technician task and the visit report labour default.',
)
estimated_cost = fields.Monetary(
string='Estimated Cost',
currency_field='company_currency_id',
help='Headline estimate shown to the client/CS during intake. Phase 1 is a flat number; '
'Phase 2+ may compute from labour + parts.',
)
# Automation hints
auto_schedule = fields.Boolean(
string='Auto-Create Tech Task',
help='When True, the intake service creates a draft technician task immediately for any '
'repair matched to this catalogue entry (even at normal urgency).',
)
task_type = fields.Selection(
[('delivery', 'Delivery'), ('repair', 'Repair'), ('pickup', 'Pickup'),
('troubleshoot', 'Troubleshoot'), ('assessment', 'Assessment'),
('installation', 'Installation'), ('maintenance', 'Maintenance'),
('other', 'Other')],
string='Default Task Type',
default='repair',
)
company_currency_id = fields.Many2one(
'res.currency',
related='company_id.currency_id',
readonly=True,
)
@api.depends('name', 'code')
def _compute_display_name(self):
for c in self:
c.display_name = c.name or c.code or ''
# ------------------------------------------------------------------
# MATCHING
# ------------------------------------------------------------------
@api.model
def find_best_match(self, product_category_id, text_hints):
"""Return the best-matching catalogue entry, or empty recordset.
:param product_category_id: int id of the equipment category
:param text_hints: list[str] - text snippets to look for symptom keywords in
(typically: issue_summary, issue_category, recent intake answer values)
"""
if not product_category_id:
return self.browse()
haystack = ' '.join(s.lower() for s in (text_hints or []) if s).strip()
candidates = self.search([
('product_category_id', '=', product_category_id),
('active', '=', True),
], order='sequence')
if not candidates:
return self.browse()
if not haystack:
return candidates[:1]
best = None
best_score = 0
for c in candidates:
kws = [k.strip().lower() for k in (c.symptom_keywords or '').split(',') if k.strip()]
score = sum(1 for kw in kws if kw and kw in haystack)
if score > best_score:
best = c
best_score = score
if best:
return best
return candidates[:1]