b4b59cc3c9
T3 Labour timer on technician task - Two new fields on fusion.technician.task: x_fc_timer_running_since (Datetime) + x_fc_timer_accumulated_minutes (Float). - action_timer_start / action_timer_stop methods, idempotent (start when already running is a no-op, stop when not running is a no-op). - Multiple start/stop cycles accumulate into the same total. - Two header buttons (Start Timer green / Stop Timer amber), invisible based on the running_since field so the right one shows at any time. - Stop posts a chatter line 'Labour timer stopped. Added X.X min, total Y.Y min.' so audit history shows every shift. T4 Client signature on visit report - New client_signature Binary field on the visit-report wizard with Odoo native widget='signature' that draws on canvas + base64-encodes the PNG. - client_signature_name Char for typed name (audit). - Persisted as an ir.attachment on the repair.order via the new _persist_mobile_artefacts helper. - Chatter post 'Client signature captured (Jane Smith).'. T6 Replaced parts - serial capture - parts_serial_capture Text on the wizard (one per line per the spec). - On confirm, posted to chatter wrapped in <pre> so line breaks survive. - Used by OEM warranty filing in future M8. T7 Client no-show photo proof - no_show Boolean + no_show_photo Binary with widget='image' (visible only when no_show=True via Odoo 19 invisible= conditional). - Photo saved as ir.attachment on the repair when present. - Chatter post 'Visit recorded as client no-show (photo attached)'. Verified end-to-end on local westin-v19: T3 timer started -> 2s sleep -> stopped -> 0.0357 min recorded T4 attachment 'signature-RO-202605-17.png' created on repair T6 chatter shows 'SN-AAA-111 / SN-BBB-222' T4 chatter shows 'Client signature captured (Jane Smith)' Bumped to 19.0.1.7.0. Co-authored-by: Cursor <cursoragent@cursor.com>
385 lines
14 KiB
Python
385 lines
14 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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"""Technician visit report wizard.
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Opened from a completed (or in-progress) repair.order. Captures:
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- labour hours
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- parts/consumables used
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- recommended upsell products
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- optional client signature
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On confirm:
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- writes labour + parts as repair.order lines (Odoo native operations)
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- updates x_fc_actual_cost on the repair
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- triggers variance reconciliation (sets x_fc_requires_requote if over threshold)
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- if not requote: confirms the repair (state='under_repair' -> 'done' via Odoo native flow)
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- offers an action_collect_payment shortcut to fire Poynt on the resulting invoice
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"""
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import logging
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from markupsafe import Markup
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from odoo import _, api, fields, models
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from odoo.exceptions import UserError
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_logger = logging.getLogger(__name__)
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class RepairVisitReportWizard(models.TransientModel):
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_name = 'fusion.repair.visit.report.wizard'
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_description = 'Repair Visit Report Wizard'
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repair_id = fields.Many2one(
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'repair.order',
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string='Repair Order',
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required=True,
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readonly=True,
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)
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technician_id = fields.Many2one(
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'res.users',
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string='Technician',
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default=lambda self: self.env.user,
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domain="[('x_fc_is_field_staff', '=', True)]",
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)
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# Labour
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labour_hours = fields.Float(
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string='Labour Hours',
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required=True,
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default=1.0,
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)
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# Parts used (simple line model below)
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parts_line_ids = fields.One2many(
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'fusion.repair.visit.report.wizard.line',
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'wizard_id',
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string='Parts Used',
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)
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# Outcome
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notes = fields.Html(string='Technician Notes')
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found_another_issue = fields.Boolean(
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string='Found Another Issue',
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help='Tick to spawn a follow-up repair after saving this visit.',
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)
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# M1: tick when the visit was a safety inspection. On save the wizard
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# creates a fusion.repair.inspection.certificate.
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issue_inspection_cert = fields.Boolean(
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string='Issue Compliance Certificate',
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help='Tick when the visit was an annual safety inspection. Creates an '
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'inspection certificate record and prints the PDF on save.',
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)
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inspection_cert_id = fields.Many2one(
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'fusion.repair.inspection.certificate',
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string='Issued Certificate',
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readonly=True,
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)
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# ----- T4 client signature -----
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client_signature = fields.Binary(
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string='Client Signature',
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attachment=True,
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help='Captured via signature widget on tech mobile - proves the '
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'client accepted the work.',
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)
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client_signature_name = fields.Char(
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string='Signed By',
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help='Type the client name as they signed (for the audit log).',
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)
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# ----- T7 no-show photo proof -----
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no_show = fields.Boolean(
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string='Client No-Show',
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help='Tick if the client was not present. Forces a no-show photo.',
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)
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no_show_photo = fields.Binary(
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string='No-Show Photo',
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attachment=True,
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help='Photo of the door / driveway proving the technician attended.',
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)
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# ----- T6 parts replaced - serial capture -----
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parts_serial_capture = fields.Text(
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string='Replaced Parts - Serials',
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help='One serial per line. Used for OEM warranty claims.',
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)
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# Variance display
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estimated_cost = fields.Monetary(
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related='repair_id.x_fc_estimated_cost',
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currency_field='company_currency_id',
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readonly=True,
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)
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actual_cost = fields.Monetary(
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string='Actual Cost',
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compute='_compute_actual_cost',
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currency_field='company_currency_id',
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)
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variance_pct = fields.Float(
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string='Variance %',
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compute='_compute_actual_cost',
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)
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requires_requote = fields.Boolean(
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compute='_compute_actual_cost',
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)
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company_currency_id = fields.Many2one(
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'res.currency',
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related='repair_id.company_currency_id',
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readonly=True,
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)
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@api.depends('labour_hours', 'parts_line_ids.subtotal', 'repair_id.x_fc_estimated_cost')
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def _compute_actual_cost(self):
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ICP = self.env['ir.config_parameter'].sudo()
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try:
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threshold_pct = float(ICP.get_param('fusion_repairs.variance_threshold_pct', '20'))
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except (ValueError, TypeError):
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threshold_pct = 20.0
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try:
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threshold_amt = float(ICP.get_param('fusion_repairs.variance_threshold_amount', '100'))
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except (ValueError, TypeError):
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threshold_amt = 100.0
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for w in self:
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catalog = w.repair_id.x_fc_service_catalog_id
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labour_rate = 0.0
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if catalog and catalog.service_product_id:
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labour_rate = catalog.service_product_id.list_price
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parts_total = sum(w.parts_line_ids.mapped('subtotal'))
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w.actual_cost = (w.labour_hours * labour_rate) + parts_total
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est = w.estimated_cost or 0.0
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variance_pct = ((w.actual_cost - est) / est * 100) if est else 0.0
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w.variance_pct = variance_pct
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# One-sided: only OVER-cost triggers re-quote. Coming in under
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# estimate is good news and must not block invoicing.
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over_pct = variance_pct
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over_amt = w.actual_cost - est
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w.requires_requote = est > 0 and (
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over_pct >= threshold_pct or over_amt >= threshold_amt
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)
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# ------------------------------------------------------------------
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# ACTION
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# ------------------------------------------------------------------
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def action_confirm(self):
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self.ensure_one()
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repair = self.repair_id
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if not repair:
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raise UserError(_('No repair selected.'))
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# Create native repair operations (stock moves) for the parts used.
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# 'add' type moves consume parts from the parts source location and
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# flow through to the invoice when action_create_sale_order() is run.
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self._create_repair_part_moves(repair)
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# Persist actual cost + requote flag on the repair.
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repair.write({
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'x_fc_actual_cost': self.actual_cost,
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'x_fc_requires_requote': self.requires_requote,
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})
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# Append technician notes to chatter.
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if self.notes:
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repair.message_post(body=self.notes)
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# Spawn a follow-up repair if the tech found another issue.
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stub = False
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if self.found_another_issue:
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stub = repair.copy({
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'state': 'draft',
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'internal_notes': _(
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'<p><em>Spawned from visit report on %(ref)s. Add details for the new issue.</em></p>',
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ref=repair.name,
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),
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'x_fc_intake_source': 'manual',
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'x_fc_intake_session_id': repair.x_fc_intake_session_id,
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'x_fc_estimated_cost': 0.0,
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'x_fc_actual_cost': 0.0,
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'x_fc_requires_requote': False,
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'x_fc_intake_template_id': False,
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'x_fc_service_catalog_id': False,
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'x_fc_maintenance_contract_id': False,
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})
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repair.message_post(
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body=Markup(_(
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'Spawned follow-up repair <b>%(name)s</b> for "found another issue".'
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)) % {'name': stub.name or ''},
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)
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# M1: issue an inspection certificate when the box is ticked
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# AND the equipment is safety-critical (stairlift / porch lift / power chair).
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if self.issue_inspection_cert:
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self._create_inspection_certificate(repair)
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# T4 / T6 / T7: persist captured artefacts as ir.attachment on the
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# repair so they survive the wizard close.
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self._persist_mobile_artefacts(repair)
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# M5: burn a pre-paid service plan visit if the client has one and
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# the repair is a maintenance visit. The wizard intentionally does NOT
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# zero out the client's invoice line - the office still posts the
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# invoice; the burn is informational + the office reconciles credits
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# in their accounting flow.
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if not repair.x_fc_is_quote_only:
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self._burn_service_plan_visit(repair)
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# If a stub was spawned, open it directly so the tech can fill in details.
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# Otherwise, if a certificate was issued, jump to it so the tech can print.
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if stub:
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return {
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'type': 'ir.actions.act_window',
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'name': stub.name,
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'res_model': 'repair.order',
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'view_mode': 'form',
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'res_id': stub.id,
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}
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if self.inspection_cert_id:
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return {
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'type': 'ir.actions.act_window',
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'name': self.inspection_cert_id.name,
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'res_model': 'fusion.repair.inspection.certificate',
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'view_mode': 'form',
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'res_id': self.inspection_cert_id.id,
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}
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return {
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'type': 'ir.actions.act_window',
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'name': repair.name,
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'res_model': 'repair.order',
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'view_mode': 'form',
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'res_id': repair.id,
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}
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def _persist_mobile_artefacts(self, repair):
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"""T4/T6/T7: attach signature image, no-show photo, and serial list
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to the repair so they survive after the transient wizard closes."""
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Attachment = self.env['ir.attachment'].sudo()
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if self.client_signature:
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Attachment.create({
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'name': f'signature-{repair.name}.png',
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'datas': self.client_signature,
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'res_model': 'repair.order',
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'res_id': repair.id,
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'mimetype': 'image/png',
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})
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who = self.client_signature_name or repair.partner_id.name or ''
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repair.message_post(body=Markup(_(
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'Client signature captured (<b>%s</b>).'
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)) % who)
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if self.no_show:
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if self.no_show_photo:
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Attachment.create({
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'name': f'no-show-{repair.name}.jpg',
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'datas': self.no_show_photo,
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'res_model': 'repair.order',
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'res_id': repair.id,
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'mimetype': 'image/jpeg',
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})
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repair.message_post(body=Markup(_(
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'Visit recorded as <b>client no-show</b>%s.'
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)) % (' (photo attached)' if self.no_show_photo else ''))
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if self.parts_serial_capture and self.parts_serial_capture.strip():
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repair.message_post(body=Markup(_(
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'Replaced part serials captured:<br/><pre>%s</pre>'
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)) % self.parts_serial_capture.strip())
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def _burn_service_plan_visit(self, repair):
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"""M5: deduct one visit from the most-recently-active service plan
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covering this repair. Quietly no-ops if the client has no plan."""
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Plan = self.env['fusion.repair.service.plan.subscription'].sudo()
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sub = Plan.find_for_repair(repair)
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if sub:
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sub.burn_visit(repair)
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def _create_inspection_certificate(self, repair):
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"""M1: create the inspection certificate. Requires a safety-critical
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equipment category - otherwise just logs to chatter and skips."""
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category = repair.x_fc_repair_category_id
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if not category or not category.safety_critical:
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repair.message_post(body=_(
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'Inspection certificate skipped - equipment category is not '
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'flagged as safety_critical. Only stairlifts, porch lifts, '
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'and power wheelchairs receive annual certificates.'
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))
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return
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if not repair.product_id:
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repair.message_post(body=_(
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'Inspection certificate skipped - the repair has no product set.'
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))
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return
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Cert = self.env['fusion.repair.inspection.certificate'].sudo()
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cert = Cert.create({
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'partner_id': repair.partner_id.id,
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'product_id': repair.product_id.id,
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'lot_id': repair.lot_id.id if repair.lot_id else False,
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'repair_order_id': repair.id,
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'inspector_user_id': self.technician_id.id or self.env.uid,
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})
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self.inspection_cert_id = cert
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repair.message_post(body=_(
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'Issued inspection certificate %s (expires %s).'
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) % (cert.name, cert.expiry_date))
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def _create_repair_part_moves(self, repair):
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"""Create stock.move records for each part used (repair_line_type='add').
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Locations follow the repair order's configured source / parts locations;
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Odoo natively links these moves to the SO line generated by
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action_create_sale_order() so they invoice correctly.
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"""
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Move = self.env['stock.move'].sudo()
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for line in self.parts_line_ids:
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if not line.product_id or line.quantity <= 0:
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continue
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vals = {
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'name': line.product_id.display_name,
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'product_id': line.product_id.id,
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'product_uom_qty': line.quantity,
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'product_uom': line.product_id.uom_id.id,
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'repair_id': repair.id,
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'repair_line_type': 'add',
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'location_id': repair.location_id.id,
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'location_dest_id': repair.parts_location_id.id or repair.location_id.id,
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'company_id': repair.company_id.id,
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}
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try:
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Move.create(vals)
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except Exception as e:
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_logger.warning(
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'Could not create repair part move on %s for %s: %s',
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repair.name, line.product_id.display_name, e,
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)
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class RepairVisitReportWizardLine(models.TransientModel):
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_name = 'fusion.repair.visit.report.wizard.line'
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_description = 'Repair Visit Report Wizard - Part Line'
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wizard_id = fields.Many2one(
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'fusion.repair.visit.report.wizard',
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required=True,
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ondelete='cascade',
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)
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product_id = fields.Many2one(
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'product.product',
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string='Part',
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required=True,
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)
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quantity = fields.Float(default=1.0, required=True)
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unit_price = fields.Float(string='Unit Price')
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subtotal = fields.Float(compute='_compute_subtotal', store=True)
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@api.onchange('product_id')
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def _onchange_product_id(self):
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if self.product_id:
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self.unit_price = self.product_id.list_price
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@api.depends('quantity', 'unit_price')
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def _compute_subtotal(self):
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for line in self:
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line.subtotal = line.quantity * line.unit_price
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