Files
Odoo-Modules/fusion_repairs/wizard/repair_visit_report_wizard.py
gsinghpal eb186cac3c feat(fusion_repairs): Bundle 11 - CS guided troubleshooting flowcharts + vendor PO
Two big workflow additions:

1. Visual drag-and-drop flowchart designer (Drawflow) + card-by-card runner
   (with show-whole-tree toggle) so admins build per-(category, symptom)
   decision trees with embedded photos/videos and CS walks callers through
   them on the phone. Resolved-on-call closes the repair; escalated copies
   the full transcript into internal_notes so the dispatched tech sees what
   was already tried before they arrive at the client.

2. Vendor + draft-PO + factory-tracking on the part-order capture. Tech on
   the phone with the factory picks the vendor from contacts, types the OEM
   part #, cost, ETA date (calendar widget), factory ticket #, RA #, ticks
   under_warranty, and the system auto-creates a draft purchase.order with
   the right product (looked up or created from OEM) + activity for the
   office on the ETA day + client email with ETA prominently shown and
   cost intentionally omitted.

NEW MODELS

fusion.repair.symptom.class - lookup table (category + name + code).
  Replaces the flat x_fc_issue_category Char on repair.order. Seeded with
  7 stairlift symptoms + lighter coverage for hospital bed / porch lift /
  lift chair. Equipment Class added to fusion.repair.product.category
  (this carried over from the Bundle 10 plan).

fusion.repair.flowchart + .node + .edge - design-time graph.
  - flowchart has name, category, symptom, version, published flag,
    canvas_layout (Drawflow JSON), node_ids, edge_ids, computed start_node
  - node has node_type (question / suggestion / info / outcome),
    content_html, media_ids (M2M ir.attachment for photos + videos),
    is_start, outcome_kind (resolved / escalate / order_part),
    canvas_x/y for Drawflow round-trip
  - edge has source, target, label, sequence - supports N-ary branching
    (not just Yes/No)
  - designer_load() and designer_save(payload) RPC API the OWL component
    consumes; save is atomic-replace + bumps version + soft-validates

fusion.repair.flowchart.run + .step - runtime sessions.
  - One run per repair, audited; runtime_start_or_resume() returns the
    existing in-progress run or creates a fresh one for the matching chart
  - runtime_choose(edge_id, cs_note) records a step + advances current_node
  - runtime_complete(outcome) snapshots final node + calls _apply_outcome:
      resolved   -> auto-close via action_repair_start + action_repair_end,
                    set x_fc_resolved_on_call, post transcript to chatter
      escalated  -> prepend transcript to repair.internal_notes so the tech
                    sees it first when they open the form
      order_part -> chatter note; tech opens visit-report wizard next
      abandoned  -> just save transcript
  - Each step snapshots node_name + chosen_label at write time so the
    transcript survives later chart edits without breaking.

REPAIR.ORDER EXTENSIONS

- x_fc_symptom_class_id (M2O) - new structured symptom field
- x_fc_resolved_on_call (Boolean, tracked) - true after a resolved outcome
- x_fc_flowchart_run_ids + x_fc_flowchart_run_count
- action_start_troubleshoot() - opens the runner client action, raises a
  helpful UserError if no symptom set or no published chart exists
- action_view_flowchart_runs() smart button
- x_fc_issue_category renamed string to "(legacy)" - kept for back-compat
  + AI prompt context; new intakes set the M2O

DRAWFLOW DESIGNER (OWL)

static/src/lib/drawflow/drawflow.min.{js,css} - vendored Drawflow 0.0.59
  (MIT). Loaded only in web.assets_backend, ~48KB total.

components/flowchart_designer/flowchart_designer.{js,xml,scss}:
  - Client action "fusion_repair_flowchart_designer" with full drag-drop
    canvas + zoom + pan
  - 4 custom node templates color-banded by type (question blue,
    suggestion green, info gray, outcome red/green/amber per outcome_kind)
  - Right-panel editor for selected node: title, type, outcome kind,
    content (HTML), media uploader (drag-drop or click), set-as-start
    toggle, per-outgoing-edge label editor
  - Save serializes Drawflow JSON to canvas_layout + atomic-replaces the
    structured node/edge rows via the designer_save RPC

CARD RUNNER (OWL)

components/flowchart_runner/flowchart_runner.{js,xml,scss}:
  - Client action "fusion_repair_flowchart_runner"
  - DEFAULT MODE: card-by-card. One big card per node, embedded photos +
    inline <video controls>, answer buttons sized for phone use, CS note
    textarea (saved as cs_note on the step), running transcript at the
    bottom
  - TOGGLE: "Show Whole Tree" loads the same Drawflow lib in read-only
    fixed mode, imports the canvas_layout JSON, highlights current node
    yellow / visited green via .fr-current / .fr-visited classes
  - Outcome buttons drive the right runtime_complete() call; success
    notifications + auto-return to the parent repair form
  - "Abandon & Escalate" header button at all times - transcript is saved
    even on bail-out so the dispatched tech still benefits

PART ORDER + VENDOR PO

repair.part.order new fields:
  vendor_partner_id (M2O res.partner, is_company domain), purchase_order_id
  (auto-created draft PO), product_id (auto-resolved or created),
  unit_cost (Monetary) + currency_id, internal_po_ref, factory_ticket_ref,
  factory_ra_number, under_warranty.

action_create_draft_po() - resolves product.product by OEM (default_code)
  or creates a new one in a "Spare Parts" product.category, creates a
  purchase.order in draft state with one line (product + qty + price_unit
  + date_planned from expected_date or +7d), stamps Westin's internal PO
  ref as partner_ref so the factory can find it on return. Office reviews
  and confirms via the normal Odoo flow.

_schedule_eta_activity() - schedules a Repair: Assign Technician activity
  on the parent repair.order due on expected_date, assigned to
  repair.user_id, so the office is reminded to call the client and book
  the return visit on the day parts arrive.

VISIT-REPORT WIZARD PARTLINE EXTENSIONS

Same new fields exposed inline on the partline list so the tech captures
everything on the phone with the factory in one form:
  vendor_partner_id (vendors-only filter), unit_cost + currency,
  expected_date (calendar widget) replacing expected_lead_days as the
  preferred input, under_warranty, internal_po_ref, factory_ticket_ref,
  factory_ra_number, create_draft_po (default True - auto-builds PO on
  submit when vendor + cost are both set).

CLIENT EMAIL TIGHTENED

email_template_parts_ordered:
  - Subject now includes ETA "Parts ordered for your stairlift - expected 2026-06-06"
  - Hero ETA panel: large blue-bordered card with "Expected Arrival" label
    and the date in 24px bold
  - Cost INTENTIONALLY OMITTED - "Our office will call you to confirm a
    return visit time. If you have any questions about pricing or
    scheduling, please reach out to our office directly."
  - "There is nothing for you to do right now." callout

UI

- repair.order form header: new "Start Troubleshooting" button (info
  style, sitemap icon, visible when state in (draft, confirmed,
  under_repair) AND symptom is set)
- repair.order form intake row: x_fc_symptom_class_id picker filtered to
  the category, x_fc_resolved_on_call display when true
- repair.part.order form: header button "Create Draft Purchase Order"
  + new Vendor / Cost / Warranty group + System group with the PO link
- Intake wizard equipment line: symptom_class_id picker
- New menus:
    Configuration > Symptom Classes
    Configuration > Troubleshooting Flowcharts
    Fusion Repairs > Troubleshooting Sessions (run history)

SECURITY

18 new ACL rows for the 6 new models, scoped Manager-full / User-read /
FieldTech-read. Flowchart runs and steps get write access for User so CS
can record steps; Manager owns flowchart + node + edge CRUD.

POST-MIGRATION (19.0.2.2.0)

Existing installs: walks all distinct (category, x_fc_issue_category) text
pairs on repair.order, creates a placeholder fusion.repair.symptom.class
per pair (or reuses an existing match by code/name), back-fills the new
x_fc_symptom_class_id M2O. Idempotent + safe to re-run.

DEPENDENCY

Added 'purchase' to depends (action_create_draft_po needs purchase.order).

VERIFIED END-TO-END on local westin-v19 (Margaret persona, 0 bugs):

  STEP 0 seed: chart v1 8 nodes / 12 edges / published, 7 stairlift
                  symptoms, stairlift class=lift_elevating
  STEP 1 CS creates RO-202605-60 with symptom Not Moving
  STEP 2 Start Troubleshooting -> client action tag returned
  STEP 3 walk run: Power on? Yes -> Seatbelt? Yes -> Swivel? Yes ->
                   outcome 'Still not moving - dispatch technician'
                   (outcome_kind=escalate)
  STEP 4 runtime_complete('escalated') -> internal_notes prepended with
                   CS troubleshooting summary
  STEP 5 visit-report parts_needed with vendor Handicare + cost $425 +
                   warranty + factory refs -> PART-00008 created + draft
                   PO 26690 auto-built with line "Handicare 1100 control
                   board" qty 1 @ $425, partner_ref WH-2026-1042
  STEP 6 mark_ordered -> client email queued (NO cost mentioned, ETA
                   shown prominently) + office activity scheduled for
                   2026-06-06
  STEP 7 fresh resume returns same run; resolved outcome auto-closes the
                   repair (state=done, x_fc_resolved_on_call=True)

Bumped to 19.0.2.2.0.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-05-27 12:50:06 -04:00

729 lines
29 KiB
Python

# -*- coding: utf-8 -*-
# Copyright 2024-2026 Nexa Systems Inc.
# License OPL-1 (Odoo Proprietary License v1.0)
"""Technician visit report wizard.
Opened from a completed (or in-progress) repair.order. Captures:
- labour hours
- parts/consumables used
- recommended upsell products
- optional client signature
On confirm:
- writes labour + parts as repair.order lines (Odoo native operations)
- updates x_fc_actual_cost on the repair
- triggers variance reconciliation (sets x_fc_requires_requote if over threshold)
- if not requote: confirms the repair (state='under_repair' -> 'done' via Odoo native flow)
- offers an action_collect_payment shortcut to fire Poynt on the resulting invoice
"""
import logging
from datetime import timedelta
from markupsafe import Markup
from odoo import _, api, fields, models
from odoo.exceptions import UserError
_logger = logging.getLogger(__name__)
class RepairVisitReportWizard(models.TransientModel):
_name = 'fusion.repair.visit.report.wizard'
_description = 'Repair Visit Report Wizard'
repair_id = fields.Many2one(
'repair.order',
string='Repair Order',
required=True,
readonly=True,
)
technician_id = fields.Many2one(
'res.users',
string='Technician',
default=lambda self: self.env.user,
domain="[('x_fc_is_field_staff', '=', True)]",
)
# Labour
labour_hours = fields.Float(
string='Labour Hours',
required=True,
default=1.0,
)
# Parts used (simple line model below)
parts_line_ids = fields.One2many(
'fusion.repair.visit.report.wizard.line',
'wizard_id',
string='Parts Used',
)
# Outcome
notes = fields.Html(string='Technician Notes')
found_another_issue = fields.Boolean(
string='Found Another Issue',
help='Tick to spawn a follow-up repair after saving this visit.',
)
# M1: tick when the visit was a safety inspection. On save the wizard
# creates a fusion.repair.inspection.certificate.
issue_inspection_cert = fields.Boolean(
string='Issue Compliance Certificate',
help='Tick when the visit was an annual safety inspection. Creates an '
'inspection certificate record and prints the PDF on save.',
)
inspection_cert_id = fields.Many2one(
'fusion.repair.inspection.certificate',
string='Issued Certificate',
readonly=True,
)
# ----- T4 client signature -----
client_signature = fields.Binary(
string='Client Signature',
attachment=True,
help='Captured via signature widget on tech mobile - proves the '
'client accepted the work.',
)
client_signature_name = fields.Char(
string='Signed By',
help='Type the client name as they signed (for the audit log).',
)
# ----- T7 no-show photo proof -----
no_show = fields.Boolean(
string='Client No-Show',
help='Tick if the client was not present. Forces a no-show photo.',
)
no_show_photo = fields.Binary(
string='No-Show Photo',
attachment=True,
help='Photo of the door / driveway proving the technician attended.',
)
# ----- T6 parts replaced - serial capture -----
parts_serial_capture = fields.Text(
string='Replaced Parts - Serials',
help='One serial per line. Used for OEM warranty claims.',
)
# ----- Bundle 8: Cannot Fix Today - Needs Parts -----
outcome = fields.Selection(
[
('completed', 'Repair Complete - Close It'),
('parts_needed', "Can't Fix Today - Need to Order Parts"),
('rescheduled', 'Could Not Reach / Rescheduled'),
],
string='Visit Outcome',
default='completed',
required=True,
help='Drives what happens after you submit: completed -> closes the '
"repair; parts_needed -> captures the part info, emails the client, "
"schedules follow-up; rescheduled -> repair stays open.",
)
needs_parts_line_ids = fields.One2many(
'fusion.repair.visit.report.wizard.partline',
'wizard_id',
string='Parts To Order',
help='ONE line per distinct part. Description + OEM number + photos go to '
'procurement so they can place the manufacturer order from your input '
'alone.',
)
# ----- Bundle 9: callout pricing + warranty -----
callout_distance_km = fields.Float(
related='repair_id.x_fc_callout_distance_km',
string='One-Way Distance (km)',
readonly=False,
help='Distance from shop to client. Beyond the rate-card threshold, '
'EVERY km is billed BOTH WAYS, per tech.',
)
callout_techs = fields.Integer(
related='repair_id.x_fc_callout_techs',
string='Technicians on Callout',
readonly=False,
)
callout_tier = fields.Selection(
related='repair_id.x_fc_callout_tier',
string='Callout Tier',
readonly=False,
)
callout_in_shop = fields.Boolean(
related='repair_id.x_fc_in_shop',
string='In-Shop Repair',
readonly=False,
)
callout_labor_hours_used = fields.Float(
string='Repair Hours (after 30 min inspection)',
default=1.0,
help='Total hours of REPAIR WORK after the 30 minutes the callout fee covers. '
'Minimum 1 hour is billed even if the actual fix took less.',
)
quote_total_preview = fields.Monetary(
related='repair_id.x_fc_quote_total',
currency_field='company_currency_id',
readonly=True,
)
quote_breakdown_preview = fields.Text(
related='repair_id.x_fc_quote_breakdown_text',
readonly=True,
)
labor_warranty_status_preview = fields.Selection(
related='repair_id.x_fc_labor_warranty_status',
readonly=True,
)
labor_warranty_id_preview = fields.Many2one(
related='repair_id.x_fc_labor_warranty_id',
readonly=True,
)
# Void path: tech finds misuse / negligence -> warranty is void
warranty_void_reason = fields.Selection(
[
('user_negligence', 'User Negligence'),
('gross_negligence', 'Gross Negligence'),
('misuse', 'Misuse'),
('over_recommended_use', 'Over-Recommended Use'),
('accidental_damage', 'Accidental Damage'),
],
string='Void Warranty Reason',
help='If you find evidence the unit was misused, pick the reason. The '
'matching labor warranty record (if any) is voided permanently '
'and the client is billed full labor.',
)
warranty_void_notes = fields.Text(string='Void Notes')
# Variance display
estimated_cost = fields.Monetary(
related='repair_id.x_fc_estimated_cost',
currency_field='company_currency_id',
readonly=True,
)
actual_cost = fields.Monetary(
string='Actual Cost',
compute='_compute_actual_cost',
currency_field='company_currency_id',
)
variance_pct = fields.Float(
string='Variance %',
compute='_compute_actual_cost',
)
requires_requote = fields.Boolean(
compute='_compute_actual_cost',
)
company_currency_id = fields.Many2one(
'res.currency',
related='repair_id.company_currency_id',
readonly=True,
)
@api.depends('labour_hours', 'parts_line_ids.subtotal', 'repair_id.x_fc_estimated_cost')
def _compute_actual_cost(self):
ICP = self.env['ir.config_parameter'].sudo()
try:
threshold_pct = float(ICP.get_param('fusion_repairs.variance_threshold_pct', '20'))
except (ValueError, TypeError):
threshold_pct = 20.0
try:
threshold_amt = float(ICP.get_param('fusion_repairs.variance_threshold_amount', '100'))
except (ValueError, TypeError):
threshold_amt = 100.0
for w in self:
catalog = w.repair_id.x_fc_service_catalog_id
labour_rate = 0.0
if catalog and catalog.service_product_id:
labour_rate = catalog.service_product_id.list_price
parts_total = sum(w.parts_line_ids.mapped('subtotal'))
w.actual_cost = (w.labour_hours * labour_rate) + parts_total
est = w.estimated_cost or 0.0
variance_pct = ((w.actual_cost - est) / est * 100) if est else 0.0
w.variance_pct = variance_pct
# One-sided: only OVER-cost triggers re-quote. Coming in under
# estimate is good news and must not block invoicing.
over_pct = variance_pct
over_amt = w.actual_cost - est
w.requires_requote = est > 0 and (
over_pct >= threshold_pct or over_amt >= threshold_amt
)
# ------------------------------------------------------------------
# ACTION
# ------------------------------------------------------------------
def action_confirm(self):
self.ensure_one()
repair = self.repair_id
if not repair:
raise UserError(_('No repair selected.'))
# Create native repair operations (stock moves) for the parts used.
# 'add' type moves consume parts from the parts source location and
# flow through to the invoice when action_create_sale_order() is run.
self._create_repair_part_moves(repair)
# Persist actual cost + requote flag on the repair.
repair.write({
'x_fc_actual_cost': self.actual_cost,
'x_fc_requires_requote': self.requires_requote,
# Bundle 9 - persist hours the tech actually worked + resolve warranty
'x_fc_callout_labor_hours': self.callout_labor_hours_used,
})
# Bundle 9: resolve labor warranty + apply void reason if the tech
# found misuse during the visit.
repair.action_check_labor_warranty()
if self.warranty_void_reason and repair.x_fc_labor_warranty_id:
repair.x_fc_labor_warranty_id.action_void(
reason=self.warranty_void_reason,
notes=self.warranty_void_notes or '',
)
repair.x_fc_labor_warranty_status = 'void_misuse'
repair.message_post(body=Markup(_(
'Warranty <b>VOIDED</b> on this visit. Reason: %(r)s. '
'Full labor charged.'
)) % {'r': dict(self._fields['warranty_void_reason'].selection).get(
self.warranty_void_reason)})
# Append technician notes to chatter.
if self.notes:
repair.message_post(body=self.notes)
# Spawn a follow-up repair if the tech found another issue.
stub = False
if self.found_another_issue:
stub = repair.copy({
'state': 'draft',
'internal_notes': _(
'<p><em>Spawned from visit report on %(ref)s. Add details for the new issue.</em></p>',
ref=repair.name,
),
'x_fc_intake_source': 'manual',
'x_fc_intake_session_id': repair.x_fc_intake_session_id,
'x_fc_estimated_cost': 0.0,
'x_fc_actual_cost': 0.0,
'x_fc_requires_requote': False,
'x_fc_intake_template_id': False,
'x_fc_service_catalog_id': False,
'x_fc_maintenance_contract_id': False,
})
repair.message_post(
body=Markup(_(
'Spawned follow-up repair <b>%(name)s</b> for "found another issue".'
)) % {'name': stub.name or ''},
)
# M1: issue an inspection certificate when the box is ticked
# AND the equipment is safety-critical (stairlift / porch lift / power chair).
if self.issue_inspection_cert:
self._create_inspection_certificate(repair)
# T4 / T6 / T7: persist captured artefacts as ir.attachment on the
# repair so they survive the wizard close.
self._persist_mobile_artefacts(repair)
# M5: burn a pre-paid service plan visit if the client has one and
# the repair is a maintenance visit. The wizard intentionally does NOT
# zero out the client's invoice line - the office still posts the
# invoice; the burn is informational + the office reconciles credits
# in their accounting flow.
if not repair.x_fc_is_quote_only:
self._burn_service_plan_visit(repair)
# Bundle 8: parts-needed branch - capture the parts, flag the repair,
# email the client, leave the repair OPEN with awaiting_parts substate.
if self.outcome == 'parts_needed':
self._handle_parts_needed(repair)
elif self.outcome == 'rescheduled':
repair.message_post(body=Markup(_(
'Visit reported as <b>rescheduled</b>. Repair kept open.'
)))
# BUG-B1 fix: actually close the repair so the whole downstream chain
# (NPS cron, dashboard "done this month" stats, customer survey) fires.
# Leave open if requote needed - the office will re-quote and the tech
# will revisit. No-show / parts-needed / rescheduled / quote-only also
# stay open.
elif (self.outcome == 'completed'
and not self.requires_requote
and not self.no_show
and not repair.x_fc_is_quote_only
and not stub):
self._close_repair(repair)
elif self.no_show:
repair.message_post(body=Markup(_(
'Repair kept <b>open</b> due to no-show. Office to reschedule.'
)))
elif self.requires_requote:
repair.message_post(body=Markup(_(
'Repair kept <b>open</b> pending re-quote (variance flag).'
)))
# If a stub was spawned, open it directly so the tech can fill in details.
# Otherwise, if a certificate was issued, jump to it so the tech can print.
if stub:
return {
'type': 'ir.actions.act_window',
'name': stub.name,
'res_model': 'repair.order',
'view_mode': 'form',
'res_id': stub.id,
}
if self.inspection_cert_id:
return {
'type': 'ir.actions.act_window',
'name': self.inspection_cert_id.name,
'res_model': 'fusion.repair.inspection.certificate',
'view_mode': 'form',
'res_id': self.inspection_cert_id.id,
}
return {
'type': 'ir.actions.act_window',
'name': repair.name,
'res_model': 'repair.order',
'view_mode': 'form',
'res_id': repair.id,
}
def _persist_mobile_artefacts(self, repair):
"""T4/T6/T7: attach signature image, no-show photo, and serial list
to the repair so they survive after the transient wizard closes."""
Attachment = self.env['ir.attachment'].sudo()
if self.client_signature:
Attachment.create({
'name': f'signature-{repair.name}.png',
'datas': self.client_signature,
'res_model': 'repair.order',
'res_id': repair.id,
'mimetype': 'image/png',
})
who = self.client_signature_name or repair.partner_id.name or ''
repair.message_post(body=Markup(_(
'Client signature captured (<b>%s</b>).'
)) % who)
if self.no_show:
if self.no_show_photo:
Attachment.create({
'name': f'no-show-{repair.name}.jpg',
'datas': self.no_show_photo,
'res_model': 'repair.order',
'res_id': repair.id,
'mimetype': 'image/jpeg',
})
repair.message_post(body=Markup(_(
'Visit recorded as <b>client no-show</b>%s.'
)) % (' (photo attached)' if self.no_show_photo else ''))
if self.parts_serial_capture and self.parts_serial_capture.strip():
repair.message_post(body=Markup(_(
'Replaced part serials captured:<br/><pre>%s</pre>'
)) % self.parts_serial_capture.strip())
def _handle_parts_needed(self, repair):
"""Capture each part line as a fusion.repair.part.order record,
flag the repair as Awaiting Parts, and email the client a
"we found the problem - here's the timeline" note."""
if not self.needs_parts_line_ids:
raise UserError(_(
'Tick "Can\'t Fix Today - Need to Order Parts" but no parts '
'are captured. Add at least one part line so procurement can '
'place the order.'
))
PartOrder = self.env['fusion.repair.part.order'].sudo()
Attachment = self.env['ir.attachment'].sudo()
max_lead = 0
for line in self.needs_parts_line_ids:
# Copy any uploaded photos onto attachments owned by the part order.
photo_ids = []
for att in line.photo_ids:
copied = Attachment.create({
'name': att.name,
'datas': att.datas,
'mimetype': att.mimetype,
})
photo_ids.append(copied.id)
# Bundle 11: prefer the explicit calendar-picked expected_date,
# fall back to today + expected_lead_days.
expected = line.expected_date or (
fields.Date.context_today(self) + timedelta(days=line.expected_lead_days)
if line.expected_lead_days else False
)
part = PartOrder.create({
'repair_order_id': repair.id,
'description': line.description,
'oem_part_number': line.oem_part_number,
'manufacturer': line.manufacturer,
'quantity': line.quantity or 1.0,
'notes': line.notes,
'photo_ids': [(6, 0, photo_ids)] if photo_ids else False,
'expected_date': expected,
# Bundle 11 vendor / cost / warranty / factory refs
'vendor_partner_id': line.vendor_partner_id.id or False,
'unit_cost': line.unit_cost or 0.0,
'currency_id': line.currency_id.id or False,
'under_warranty': line.under_warranty,
'internal_po_ref': line.internal_po_ref or False,
'factory_ticket_ref': line.factory_ticket_ref or False,
'factory_ra_number': line.factory_ra_number or False,
})
# Auto-create the draft PO when the tech captured a vendor + cost
# AND opted in (create_draft_po default=True).
if line.create_draft_po and line.vendor_partner_id and line.unit_cost:
try:
part.action_create_draft_po()
except Exception:
_logger.exception(
'Could not auto-create draft PO for part %s on repair %s',
part.name, repair.name,
)
lead_days = (
line.expected_lead_days
if line.expected_lead_days
else (int((expected - fields.Date.context_today(self)).days)
if expected else 0)
)
max_lead = max(max_lead, int(lead_days or 0))
repair.write({
'x_fc_parts_awaiting': True,
'x_fc_parts_eta_date': (
fields.Date.context_today(self) + timedelta(days=max_lead + 2)
if max_lead else False
),
})
# Office activity - "place these orders today".
repair.activity_schedule(
summary='Order parts from manufacturer(s)',
note=_('Tech captured %d part(s) - place the order(s) today.'
) % len(self.needs_parts_line_ids),
user_id=repair.user_id.id or self.env.uid,
)
# Client comms.
tpl = self.env.ref(
'fusion_repairs.email_template_repair_awaiting_parts',
raise_if_not_found=False,
)
if tpl and repair.partner_id and repair.partner_id.email:
try:
tpl.send_mail(repair.id, force_send=False)
except Exception:
_logger.exception('Awaiting-parts email failed for %s', repair.name)
repair.message_post(body=Markup(_(
'Visit reported as <b>parts needed</b>. Captured %(n)d part order(s); '
'repair flagged "Awaiting Parts". Client notified.'
)) % {'n': len(self.needs_parts_line_ids)})
def _close_repair(self, repair):
"""Drive the Odoo native state machine from draft -> done.
Odoo 19 sequence: draft -> action_validate (confirmed/under_repair)
-> action_repair_start (under_repair) -> action_repair_end (done).
Calls are guarded - silently re-runs only the missing steps.
"""
try:
if repair.state == 'draft':
# action_validate is the standard entry path; if the product is
# storable it expects reservations etc., so fall back to the
# simpler _action_repair_confirm() helper if validate refuses.
try:
repair.action_validate()
except Exception as e:
_logger.info(
'action_validate skipped for %s: %s; using internal confirm.',
repair.name, e,
)
repair._action_repair_confirm()
if repair.state == 'confirmed':
repair.action_repair_start()
if repair.state == 'under_repair':
repair.action_repair_end()
repair.message_post(body=Markup(_(
'Visit report submitted - repair closed by <b>%s</b>.'
)) % (self.technician_id.name or self.env.user.name))
except Exception as e:
_logger.exception(
'Visit report could not close repair %s automatically: %s',
repair.name, e,
)
repair.message_post(body=Markup(_(
'<b>Could not auto-close repair</b>: %s. Office must close manually.'
)) % str(e))
def _burn_service_plan_visit(self, repair):
"""M5: deduct one visit from the most-recently-active service plan
covering this repair. Quietly no-ops if the client has no plan."""
Plan = self.env['fusion.repair.service.plan.subscription'].sudo()
sub = Plan.find_for_repair(repair)
if sub:
sub.burn_visit(repair)
def _create_inspection_certificate(self, repair):
"""M1: create the inspection certificate. Requires a safety-critical
equipment category - otherwise just logs to chatter and skips."""
category = repair.x_fc_repair_category_id
if not category or not category.safety_critical:
repair.message_post(body=_(
'Inspection certificate skipped - equipment category is not '
'flagged as safety_critical. Only stairlifts, porch lifts, '
'and power wheelchairs receive annual certificates.'
))
return
if not repair.product_id:
repair.message_post(body=_(
'Inspection certificate skipped - the repair has no product set.'
))
return
Cert = self.env['fusion.repair.inspection.certificate'].sudo()
cert = Cert.create({
'partner_id': repair.partner_id.id,
'product_id': repair.product_id.id,
'lot_id': repair.lot_id.id if repair.lot_id else False,
'repair_order_id': repair.id,
'inspector_user_id': self.technician_id.id or self.env.uid,
})
self.inspection_cert_id = cert
repair.message_post(body=_(
'Issued inspection certificate %s (expires %s).'
) % (cert.name, cert.expiry_date))
def _create_repair_part_moves(self, repair):
"""Create stock.move records for each part used (repair_line_type='add').
Locations follow the repair order's configured source / parts locations;
Odoo natively links these moves to the SO line generated by
action_create_sale_order() so they invoice correctly.
"""
Move = self.env['stock.move'].sudo()
for line in self.parts_line_ids:
if not line.product_id or line.quantity <= 0:
continue
vals = {
'name': line.product_id.display_name,
'product_id': line.product_id.id,
'product_uom_qty': line.quantity,
'product_uom': line.product_id.uom_id.id,
'repair_id': repair.id,
'repair_line_type': 'add',
'location_id': repair.location_id.id,
'location_dest_id': repair.parts_location_id.id or repair.location_id.id,
'company_id': repair.company_id.id,
}
try:
Move.create(vals)
except Exception as e:
_logger.warning(
'Could not create repair part move on %s for %s: %s',
repair.name, line.product_id.display_name, e,
)
class RepairVisitReportWizardLine(models.TransientModel):
_name = 'fusion.repair.visit.report.wizard.line'
_description = 'Repair Visit Report Wizard - Part Line'
wizard_id = fields.Many2one(
'fusion.repair.visit.report.wizard',
required=True,
ondelete='cascade',
)
product_id = fields.Many2one(
'product.product',
string='Part',
required=True,
)
quantity = fields.Float(default=1.0, required=True)
unit_price = fields.Float(string='Unit Price')
subtotal = fields.Float(compute='_compute_subtotal', store=True)
@api.onchange('product_id')
def _onchange_product_id(self):
if self.product_id:
self.unit_price = self.product_id.list_price
@api.depends('quantity', 'unit_price')
def _compute_subtotal(self):
for line in self:
line.subtotal = line.quantity * line.unit_price
class RepairVisitReportWizardPartLine(models.TransientModel):
"""Bundle 8 + 11: parts the tech needs the office to ORDER from the
manufacturer.
Captured during the visit report when outcome='parts_needed'; one record per
distinct part. On wizard confirm, each line creates a
fusion.repair.part.order which is the procurement-facing record.
Bundle 11 adds: vendor picker (filtered to vendors), unit cost, expected
arrival date (calendar widget), factory ticket/RA refs, and a warranty
flag - everything the tech captures over the phone with the factory.
"""
_name = 'fusion.repair.visit.report.wizard.partline'
_description = 'Visit Report - Part to Order'
wizard_id = fields.Many2one(
'fusion.repair.visit.report.wizard',
required=True,
ondelete='cascade',
)
description = fields.Char(
string='Description',
required=True,
help='Plain English (e.g. "Handicare 1100 right armrest").',
)
oem_part_number = fields.Char(string='OEM #')
manufacturer = fields.Char(string='Manufacturer (free text)')
quantity = fields.Float(default=1.0, required=True)
expected_lead_days = fields.Integer(
string='Lead Time (days)',
default=7,
help='Tech estimate. Office uses this to set client ETA expectations.',
)
expected_date = fields.Date(
string='Expected Arrival',
help='Calendar pick. If the factory confirmed a specific date, use it - '
'otherwise leave blank and the lead-time days will be used.',
)
notes = fields.Text(string='Notes for Procurement')
# Bundle 11: vendor + cost + warranty + factory tracking.
vendor_partner_id = fields.Many2one(
'res.partner',
string='Vendor',
domain="[('is_company', '=', True)]",
help='Pick the vendor from our contacts. Quickly searchable while '
'on the phone with the factory.',
)
unit_cost = fields.Monetary(
string='Unit Cost',
currency_field='currency_id',
)
currency_id = fields.Many2one(
'res.currency',
default=lambda self: self.env.company.currency_id,
)
under_warranty = fields.Boolean(
string='Factory Warranty',
help='Tick if the factory confirmed warranty coverage on the call.',
)
internal_po_ref = fields.Char(
string='PO # read to factory',
help='Westin PO number the tech gave the factory for tracking.',
)
factory_ticket_ref = fields.Char(string='Factory Ticket #')
factory_ra_number = fields.Char(
string='Factory RA #',
help='Return Authorization (when factory issues a warranty replacement).',
)
photo_ids = fields.Many2many(
'ir.attachment',
'fusion_repair_visit_partline_photo_rel',
'partline_id', 'attachment_id',
string='Photos',
)
create_draft_po = fields.Boolean(
string='Create draft PO',
default=True,
help='When ticked AND a vendor + cost are filled in, the wizard '
'auto-creates a draft purchase.order on submit so the office '
'can review and send it.',
)