The grumpy-old-customer-with-broken-stairlift scenario. Four real workflows
the office faces every week, with comms baked in so the client never has to
call back asking for status.
NEW MODELS
- fusion.repair.emergency.charge (rate card)
Per (category, tier) rate with per_tech_multiplier; 5 tiers
(same_day / next_day / after_hours / weekend / holiday). Each category
can have its own rates - bed motors need 2 techs, stairlift is single.
Seeded with realistic Westin rates: stairlift same-day $250, weekend
$450; porch lift same-day $300; bed same-day $175 with 0.6 multiplier
(2-tech jobs frequent); powerchair same-day $200.
- fusion.repair.part.order (procurement-facing record)
One per distinct part the tech needs from the manufacturer. Carries
description + OEM # + manufacturer + quantity + photos + notes.
4-state lifecycle: draft -> ordered -> received -> fitted (or
cancelled). On state transitions:
draft -> ordered: email client "ordered, expected by X"
ordered -> received: email client "arrived, scheduling return visit"
+ auto-create follow-up dispatch task when ALL
outstanding parts on the repair have arrived.
REPAIR.ORDER EXTENSIONS
- Rush fields: x_fc_rush_requested, x_fc_rush_tier,
x_fc_rush_techs_required, x_fc_rush_surcharge (computed via rate card),
x_fc_rush_acknowledged_at + x_fc_rush_acknowledged_by_id (audit trail
proving CS got verbal OK before charging).
- Parts-awaiting fields: x_fc_parts_awaiting + x_fc_parts_eta_date +
x_fc_part_order_ids One2many + x_fc_part_order_count.
- New methods:
* action_acknowledge_rush() - one-click "client agreed" with audit.
* action_squeeze_into_today() - picks the lightest-loaded skilled tech,
finds their first free 1-hour slot between 9am-6pm, schedules the
task in it, sends:
1) live bus.bus push to the tech (sticky notification in their
web client - so they see it MID-SHIFT)
2) rush-alert email (force_send=True - this can't wait in the queue)
3) chatter post on the tech task itself
Validates against fusion_tasks' time-conflict rule by passing
force_schedule via context (intake.service honours it).
* action_view_part_orders() - smart button.
WIZARD EXTENSIONS
- repair.intake.wizard:
New rush_requested + rush_tier + rush_techs_required + rush_acknowledged
controls. Live rush_surcharge_preview compute shows CS the price in
real-time as they change category / tier / tech count. Yellow alert
reminds CS to read the price to the client BEFORE submitting.
- repair.visit.report.wizard:
New outcome radio: completed / parts_needed / rescheduled.
When outcome=parts_needed, needs_parts_line_ids One2many appears for
the tech to capture each part (description, OEM, manufacturer, qty,
lead days, notes, photos). On submit each line creates a
fusion.repair.part.order, the repair flips to x_fc_parts_awaiting=True
with an ETA, and the client gets the "we found the problem, here's the
plan" email immediately.
INTAKE SERVICE
- _create_dispatch_task now honours force_schedule (date + time_start +
time_end) via context so squeeze + auto-redispatch don't crash on
fusion_tasks' time-window validator.
- _create_single_repair carries rush_requested/tier/techs through to
the new repair fields.
MAIL TEMPLATES (4 new)
- email_template_rush_tech_alert: red 4px accent, address + phone + the
$surcharge - what the tech needs to know mid-shift.
- email_template_repair_awaiting_parts: amber accent, "we found the
problem, parts ordered, return visit ~ETA, no action needed".
- email_template_parts_ordered: blue, per-part confirmation.
- email_template_parts_received: green, "arrived, office will call to
confirm visit".
UI / NAVIGATION
- Backend wizard: rush controls + live surcharge preview + verbal-OK alert.
- repair.order form: new Rush / Parts notebook tab with all the fields
+ linked part orders list. Two new header buttons (Squeeze into
Today / Client Agreed to Rush Price). Two new search filters
(Rush, Awaiting Parts).
- Part Order form: statusbar with the 4 transitions + Cancel; notes +
photos notebook tabs; full chatter for audit.
- Menus: 'Parts to Order' under root; 'Emergency Surcharges' under
Configuration.
SECURITY
- 8 new ACL entries (emergency_charge user/manager; part_order
user/dispatcher/manager/technician; visit_report partline for office
and field tech). Office sees parts but only managers can edit
emergency rates.
Verified end-to-end on local westin-v19 - all 4 scenarios green:
S1 Same-day rush stairlift -> $250 surcharge, ack stamped, squeeze
assigned garry@ at first free 1h slot today, alert email queued,
chatter posted.
S2 Next-day priority bed -> $0 surcharge (no rate seeded for bed
next_day - office can configure), 4 emails queued (client + office).
S3 2-tech weekend stairlift -> $675 (450 base + 0.5x base for 2nd tech).
S4 Parts-needed visit-report -> 2 PART-#### records created, repair
awaiting_parts=True, ETA=2026-06-06, office activity scheduled,
client email sent. Marking part ordered -> client mail. Marking
all parts received -> auto-dispatch follow-up + client mail.
Bumped to 19.0.1.9.1.
Co-authored-by: Cursor <cursoragent@cursor.com>
108 lines
3.7 KiB
Python
108 lines
3.7 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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"""Emergency / rush service rate card.
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The pissed-off-grumpy-client scenario: stairlift dead at 5 PM Friday, needs
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service yesterday. Office bumps them into today's route OR books them
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priority for tomorrow OR (if after-hours / weekend) charges an emergency
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surcharge. Sometimes more than one technician is needed (e.g. lifting an
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adjustable bed back onto its frame) - per_tech_multiplier handles that.
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Pricing logic on repair.order:
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surcharge = base_amount + base_amount * per_tech_multiplier *
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(techs_required - 1)
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Example: same-day stairlift, 1 tech, base $250, multiplier 0.5
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-> $250 surcharge
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Example: same-day stairlift, 2 techs (one to hold, one to wrench)
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-> $250 + $250 * 0.5 * 1 = $375 surcharge
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"""
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from odoo import _, api, fields, models
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class FusionRepairEmergencyCharge(models.Model):
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_name = 'fusion.repair.emergency.charge'
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_description = 'Rush / Emergency Service Surcharge Rate'
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_order = 'category_id, tier'
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name = fields.Char(
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compute='_compute_name',
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store=True,
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)
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category_id = fields.Many2one(
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'fusion.repair.product.category',
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string='Equipment Category',
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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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tier = fields.Selection(
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[
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('same_day', 'Same Day (during business hours)'),
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('next_day', 'Next Day Priority'),
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('after_hours', 'After Hours (5pm-9pm weekday)'),
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('weekend', 'Weekend'),
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('holiday', 'Statutory Holiday'),
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],
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string='Tier',
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required=True,
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)
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base_amount = fields.Monetary(
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string='Base Surcharge',
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currency_field='currency_id',
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required=True,
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default=0.0,
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help='Surcharge for ONE technician on top of the normal labour / parts cost.',
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)
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per_tech_multiplier = fields.Float(
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string='Additional Tech Multiplier',
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default=0.5,
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help='Each additional technician adds base_amount * this multiplier '
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'to the surcharge. Default 0.5 means tech #2 costs half the base.',
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)
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currency_id = fields.Many2one(
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'res.currency',
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default=lambda self: self.env.company.currency_id,
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)
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company_id = fields.Many2one(
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'res.company',
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default=lambda self: self.env.company,
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)
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active = fields.Boolean(default=True)
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description = fields.Text(
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help='Internal note - shown to CS when they pick this tier in the wizard.',
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)
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_cat_tier_unique = models.Constraint(
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'unique(category_id, tier, company_id)',
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'Only one emergency-charge row per (category, tier, company).',
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)
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@api.depends('category_id', 'tier', 'base_amount')
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def _compute_name(self):
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for r in self:
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tier_label = dict(self._fields['tier'].selection).get(r.tier) or '?'
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cat = r.category_id.name or '?'
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r.name = f'{cat} - {tier_label} (${r.base_amount:.0f})'
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@api.model
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def calculate(self, category, tier, techs_required=1):
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"""Return the surcharge for the given category + tier + tech count,
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or 0.0 if no rate is configured."""
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if not category or not tier or techs_required < 1:
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return 0.0
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rate = self.sudo().search([
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('category_id', '=', category.id),
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('tier', '=', tier),
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('active', '=', True),
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('company_id', 'in', self.env.companies.ids),
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], limit=1)
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if not rate:
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return 0.0
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extra = max(techs_required - 1, 0)
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return rate.base_amount + (rate.base_amount * rate.per_tech_multiplier * extra)
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