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>
160 lines
8.2 KiB
XML
160 lines
8.2 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<!-- ============================================================== -->
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<!-- Form view extensions -->
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<!-- ============================================================== -->
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<record id="view_repair_order_form_inherit_fusion_repairs" model="ir.ui.view">
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<field name="name">repair.order.form.inherit.fusion_repairs</field>
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<field name="model">repair.order</field>
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<field name="inherit_id" ref="repair.view_repair_order_form"/>
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<field name="arch" type="xml">
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<!-- Header action buttons (visit report + collect payment) -->
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<xpath expr="//header" position="inside">
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<button name="action_open_visit_report"
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type="object"
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string="Visit Report"
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class="btn-primary"
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invisible="state == 'cancel'"
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groups="fusion_repairs.group_fusion_repairs_user"/>
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<button name="action_collect_payment"
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type="object"
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string="Collect Payment"
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class="btn-secondary"
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invisible="state != 'done'"
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groups="fusion_repairs.group_fusion_repairs_user"/>
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</xpath>
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<!-- Smart buttons: Technician Tasks + Intake Answers + Original SO. -->
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<xpath expr="//div[hasclass('oe_button_box')]" position="inside">
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<button name="action_view_technician_tasks"
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type="object"
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class="oe_stat_button"
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icon="fa-wrench"
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invisible="x_fc_technician_task_count == 0">
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<field name="x_fc_technician_task_count" widget="statinfo" string="Tech Tasks"/>
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</button>
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<button name="action_view_intake_answers"
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type="object"
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class="oe_stat_button"
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icon="fa-list-alt"
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invisible="x_fc_intake_answer_count == 0">
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<field name="x_fc_intake_answer_count" widget="statinfo" string="Answers"/>
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</button>
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<button name="action_view_original_sale_order"
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type="object"
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class="oe_stat_button"
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icon="fa-dollar"
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invisible="not x_fc_original_sale_order_id">
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<field name="x_fc_original_sale_order_id" widget="statinfo" string="Original SO"/>
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</button>
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</xpath>
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<!-- Add intake metadata under partner_id -->
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<xpath expr="//field[@name='partner_id']" position="after">
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<field name="x_fc_repair_category_id" options="{'no_create': True}"/>
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<field name="x_fc_urgency" widget="badge"
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decoration-success="x_fc_urgency == 'normal'"
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decoration-warning="x_fc_urgency == 'urgent'"
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decoration-danger="x_fc_urgency == 'safety'"/>
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<field name="x_fc_third_party_equipment"/>
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<field name="x_fc_intake_source" readonly="1"/>
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<field name="x_fc_intake_user_id" readonly="1" invisible="not x_fc_intake_user_id"/>
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<field name="x_fc_intake_session_id" readonly="1" invisible="not x_fc_intake_session_id"/>
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</xpath>
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<!-- Add a Fusion Repairs notebook tab with intake + photos. -->
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<xpath expr="//notebook" position="inside">
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<page string="Intake" name="fusion_intake">
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<group>
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<group>
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<field name="x_fc_intake_template_id" readonly="1"/>
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<field name="x_fc_issue_category"/>
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</group>
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<group>
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<field name="x_fc_warranty_override_reason"
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placeholder="Reason if warranty status was overridden"/>
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<field name="x_fc_estimated_duration" widget="float_time"/>
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</group>
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</group>
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<separator string="Answers"/>
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<field name="x_fc_intake_answer_ids" readonly="1">
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<list>
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<field name="sequence" column_invisible="True"/>
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<field name="question_name"/>
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<field name="value_display"/>
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<field name="question_type" optional="hide"/>
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</list>
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</field>
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<separator string="Photos & Videos"/>
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<field name="x_fc_photo_ids" widget="many2many_binary"/>
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</page>
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<page string="Pricing" name="fusion_pricing" invisible="not x_fc_estimated_cost and not x_fc_actual_cost">
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<group>
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<group>
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<field name="x_fc_estimated_cost" widget="monetary"/>
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<field name="x_fc_actual_cost" widget="monetary"/>
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</group>
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<group>
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<field name="x_fc_cost_variance_pct" widget="float" digits="[16,2]"/>
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<field name="x_fc_requires_requote"/>
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<field name="company_currency_id" invisible="1"/>
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</group>
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</group>
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</page>
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<page string="AI Brief" name="fusion_ai" invisible="not x_fc_ai_summary">
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<field name="x_fc_ai_summary" readonly="1"/>
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</page>
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</xpath>
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</field>
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</record>
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<!-- ============================================================== -->
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<!-- Kanban: add urgency badge + intake source -->
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<!-- ============================================================== -->
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<record id="view_repair_order_kanban_inherit_fusion_repairs" model="ir.ui.view">
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<field name="name">repair.order.kanban.inherit.fusion_repairs</field>
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<field name="model">repair.order</field>
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<field name="inherit_id" ref="repair.view_repair_kanban"/>
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<field name="arch" type="xml">
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<xpath expr="//field[@name='partner_id']" position="after">
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<field name="x_fc_urgency"/>
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<field name="x_fc_third_party_equipment"/>
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</xpath>
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</field>
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</record>
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<!-- ============================================================== -->
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<!-- List: add urgency + source columns -->
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<!-- ============================================================== -->
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<record id="view_repair_order_list_inherit_fusion_repairs" model="ir.ui.view">
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<field name="name">repair.order.list.inherit.fusion_repairs</field>
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<field name="model">repair.order</field>
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<field name="inherit_id" ref="repair.view_repair_order_tree"/>
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<field name="arch" type="xml">
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<xpath expr="//field[@name='partner_id']" position="after">
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<field name="x_fc_urgency" widget="badge"
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decoration-success="x_fc_urgency == 'normal'"
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decoration-warning="x_fc_urgency == 'urgent'"
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decoration-danger="x_fc_urgency == 'safety'"
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optional="show"/>
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<field name="x_fc_intake_source" optional="hide"/>
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<field name="x_fc_third_party_equipment" optional="hide"/>
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</xpath>
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</field>
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</record>
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<!-- ============================================================== -->
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<!-- New Service Call action - opens the wizard -->
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<!-- ============================================================== -->
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<record id="action_open_repair_intake_wizard" model="ir.actions.act_window">
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<field name="name">New Service Call</field>
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<field name="res_model">fusion.repair.intake.wizard</field>
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<field name="view_mode">form</field>
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<field name="target">new</field>
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</record>
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</odoo>
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