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>
253 lines
8.9 KiB
Python
253 lines
8.9 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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"""Parts-ordering workflow.
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When the tech arrives, diagnoses, and discovers the unit needs a part we
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don't stock (most common with manufacturer-specific items like Handicare
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stairlift control boards), they capture the part info via the mobile
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visit-report wizard in a structured way so:
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1. Office can order from the manufacturer in one click (description + OEM
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part number + photos are exactly what procurement needs)
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2. Client gets an immediate "we found the problem - here's the timeline" email
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3. When parts arrive, office marks the order received and the system
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auto-creates a follow-up dispatch task
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The grumpy-old-client never has to call us asking for status updates.
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"""
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from datetime import timedelta
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from markupsafe import Markup
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from odoo import _, api, fields, models
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class FusionRepairPartOrder(models.Model):
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_name = 'fusion.repair.part.order'
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_inherit = ['mail.thread']
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_description = 'Repair Part Order'
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_order = 'create_date desc, id desc'
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name = fields.Char(
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string='Reference',
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default='New',
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copy=False,
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readonly=True,
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tracking=True,
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)
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repair_order_id = fields.Many2one(
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'repair.order',
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string='Repair',
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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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partner_id = fields.Many2one(
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related='repair_order_id.partner_id',
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store=True,
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readonly=True,
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)
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description = fields.Char(
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string='Part Description',
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required=True,
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tracking=True,
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help='Plain English - what the tech needs (e.g. "Handicare 1100 control board, '
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'silver casing").',
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)
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oem_part_number = fields.Char(
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string='OEM Part Number',
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tracking=True,
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help='If the tech could read a part number off the broken component.',
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)
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manufacturer = fields.Char(
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string='Manufacturer',
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tracking=True,
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)
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quantity = fields.Float(
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string='Quantity',
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default=1.0,
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required=True,
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)
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notes = fields.Text(
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string='Tech Notes',
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help='Anything procurement needs to know (alternative SKUs, colour, '
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'dimensions, etc.)',
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)
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photo_ids = fields.Many2many(
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'ir.attachment',
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'fusion_repair_part_order_photo_rel',
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'part_order_id', 'attachment_id',
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string='Photos',
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help='Photos of the broken part / label / packaging. The more the better.',
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)
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state = fields.Selection(
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[
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('draft', 'Captured by Tech'),
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('ordered', 'Ordered from Manufacturer'),
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('received', 'Received in Warehouse'),
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('fitted', 'Fitted - Repair Complete'),
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('cancelled', 'Cancelled'),
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],
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string='Status',
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default='draft',
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tracking=True,
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copy=False,
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)
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ordered_date = fields.Date(string='Ordered On', tracking=True)
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expected_date = fields.Date(string='Expected Arrival', tracking=True)
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received_date = fields.Date(string='Received On', tracking=True, copy=False)
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ordered_by_id = fields.Many2one(
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'res.users',
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string='Ordered By',
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tracking=True,
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copy=False,
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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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# ------------------------------------------------------------------
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# CRUD
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# ------------------------------------------------------------------
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@api.model_create_multi
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def create(self, vals_list):
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for vals in vals_list:
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if vals.get('name', 'New') == 'New':
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vals['name'] = self.env['ir.sequence'].next_by_code(
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'fusion.repair.part.order'
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) or 'PART/NEW'
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records = super().create(vals_list)
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for rec in records:
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rec._post_creation_to_repair()
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return records
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def _post_creation_to_repair(self):
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for rec in self:
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rec.repair_order_id.message_post(body=Markup(_(
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'Part order <b>%(ref)s</b> captured: %(desc)s '
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'(qty %(qty)s%(oem)s).'
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)) % {
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'ref': rec.name,
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'desc': rec.description,
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'qty': rec.quantity,
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'oem': f' / OEM {rec.oem_part_number}' if rec.oem_part_number else '',
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})
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# ------------------------------------------------------------------
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# ACTIONS
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# ------------------------------------------------------------------
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def action_mark_ordered(self):
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"""Office marks this part as ordered with the manufacturer."""
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for rec in self:
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rec.state = 'ordered'
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rec.ordered_date = fields.Date.context_today(rec)
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rec.ordered_by_id = self.env.user
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if not rec.expected_date:
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rec.expected_date = fields.Date.context_today(rec) + timedelta(days=7)
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rec._notify_client_parts_ordered()
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def action_mark_received(self):
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"""Office marks this part as received - triggers follow-up dispatch."""
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for rec in self:
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rec.state = 'received'
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rec.received_date = fields.Date.context_today(rec)
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rec._maybe_redispatch()
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rec._notify_client_parts_received()
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def action_mark_fitted(self):
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for rec in self:
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rec.state = 'fitted'
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def action_cancel(self):
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for rec in self:
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rec.state = 'cancelled'
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# ------------------------------------------------------------------
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# WORKFLOW HELPERS
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# ------------------------------------------------------------------
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def _notify_client_parts_ordered(self):
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for rec in self:
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tpl = self.env.ref(
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'fusion_repairs.email_template_parts_ordered',
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raise_if_not_found=False,
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)
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if tpl and rec.partner_id and rec.partner_id.email:
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try:
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tpl.send_mail(rec.id, force_send=False)
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except Exception:
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pass
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def _notify_client_parts_received(self):
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for rec in self:
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tpl = self.env.ref(
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'fusion_repairs.email_template_parts_received',
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raise_if_not_found=False,
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)
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if tpl and rec.partner_id and rec.partner_id.email:
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try:
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tpl.send_mail(rec.id, force_send=False)
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except Exception:
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pass
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def _maybe_redispatch(self):
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"""When the LAST outstanding part on a repair arrives, auto-create
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a follow-up tech task so the office doesn't have to remember.
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Schedules for tomorrow + first free hour slot to avoid colliding
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with existing day-of tasks (the fusion_tasks model raises on
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time-window conflicts).
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"""
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from datetime import date as _date
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for rec in self:
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repair = rec.repair_order_id
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outstanding = repair.x_fc_part_order_ids.filtered(
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lambda p: p.state in ('draft', 'ordered')
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)
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if outstanding:
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continue # still waiting on other parts
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repair.x_fc_parts_awaiting = False
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repair.x_fc_parts_eta_date = False
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# Find tomorrow's first free slot for the same tech (or
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# lightest-loaded skilled tech).
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target_date = _date.today() + timedelta(days=1)
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target_tech = (
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repair.x_fc_technician_task_ids[:1].technician_id.id
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if repair.x_fc_technician_task_ids else False
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)
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if not target_tech:
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target_tech = self.env['repair.order'] \
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.sudo()._fc_find_lightest_today_tech.__func__(repair)
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ctx = {
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'force_schedule': {
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'scheduled_date': target_date,
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'time_start': 9.0,
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'time_end': 10.0,
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},
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}
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if target_tech:
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ctx['force_tech_id'] = target_tech
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try:
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self.env['fusion.repair.intake.service'].sudo() \
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.with_context(**ctx) \
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._create_dispatch_task(repair)
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repair.message_post(body=Markup(_(
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'All ordered parts received. Auto-dispatched a follow-up '
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'visit for <b>%(date)s 09:00 - 10:00</b>.'
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)) % {'date': target_date.isoformat()})
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except Exception as e:
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# If slot 9-10 collides, just log and let the dispatcher
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# pick a slot manually - we don't want to swallow the email.
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repair.message_post(body=Markup(_(
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'All ordered parts received but the auto-dispatch slot '
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'%(date)s 09:00-10:00 collided. Please pick a time '
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'manually. (%(err)s)'
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)) % {'date': target_date.isoformat(), 'err': str(e)})
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