f41426c5b9
Full home-service pricing engine plus the store labor warranty model. The
call price now itemises base callout + extra techs + hourly labour (with
the 30-min-included + 1-hour-minimum rule) + travel both ways past
threshold, with three independent waive paths: in-warranty / manager
override / sales-rep override. CS cannot waive (RBAC).
NEW MODELS
fusion.repair.callout.rate (rate card)
Per (tier, company) row. Tiers: regular / after_hours / weekend / holiday.
Fields:
- base_callout_fee (INCLUDES first 30 min for inspection / report)
- second_tech_fee + additional_tech_fee (3rd, 4th tech)
- hourly_labor_rate + minimum_labor_hours (default 1.0 floor)
- travel_distance_threshold_km + travel_per_km_fee
- effective_from (newer rows supersede older)
Seeded with 4 default rows (regular $120/$95/0.85, after-hours
$180/$140/1.10, weekend $240/$170/1.35, holiday $300/$200/1.50).
fusion.repair.labor.warranty (store labor warranty)
Per (partner, product/lot, sale_order) record with warranty_years +
start_date + computed end_date. State machine: active / expired / void
/ consumed. Void reasons spec'd by the user: user_negligence /
gross_negligence / misuse / over_recommended_use / accidental_damage
/ not_covered_part / other.
find_active_for(partner, product, lot) - lot-first then product+partner
then partner-only fallback so warranty resolution survives partner-
contact / product-variant differences.
action_void(reason, notes) - manager-only; audit stamps voided_by_id
+ voided_at + reason; posts chatter.
PRODUCT EXTENSION
product.template.x_fc_labor_warranty_years (Integer, default 0).
SALE-ORDER EXTENSION
sale.order.action_confirm now also runs _fc_spawn_labor_warranties()
which creates one fusion.repair.labor.warranty per unit of any product
with x_fc_labor_warranty_years > 0. Lives alongside the existing
service-plan spawn so a 5y-LW stairlift sold with a maintenance plan
spawns both records in one go.
PRICING ENGINE ON REPAIR.ORDER
9 new fields:
x_fc_callout_tier (regular/after_hours/weekend/holiday)
x_fc_callout_distance_km (one-way; system bills both ways)
x_fc_callout_techs (1, 2, 3+)
x_fc_callout_labor_hours (hours above the 30 min the callout covers)
x_fc_labor_warranty_id (auto-resolved on visit)
x_fc_labor_warranty_status (not_checked / eligible / not_covered /
expired / void_misuse / waived)
x_fc_labor_waived + _by_id + _at + _reason
6 computed quote fields:
x_fc_quote_callout_base (base_callout_fee)
x_fc_quote_extra_techs (second + additional fees)
x_fc_quote_labor (max(hours, min_hours) * rate * techs)
x_fc_quote_travel (max(distance - threshold, 0) * 2 * per_km * techs)
x_fc_quote_waived (= labor if warranty eligible OR labor waived)
x_fc_quote_total (sum minus waived; stored, indexable)
+ a human-readable x_fc_quote_breakdown_text used in the email template.
3 new actions:
action_check_labor_warranty (anyone) - resolves the warranty and
stamps x_fc_labor_warranty_status. Called automatically by the
visit-report wizard.
action_waive_labor_fee (SECURITY GATED) - raises UserError unless
caller is in group_fusion_repairs_manager OR
group_fusion_repairs_sales_rep. CS users get the explicit message
'Only Repairs Managers and Sales Reps can waive the labor fee.'
action_acknowledge_rush - Bundle 8 carryover.
SECURITY
New group_fusion_repairs_sales_rep
Independent group so a sales rep can waive labor on their accounts
without becoming a Repairs Dispatcher / Manager. Manager IMPLIES
sales_rep so managers automatically inherit the right.
ACLs: callout.rate user-read / manager-full; labor.warranty user-read /
sales_rep-write / manager-full / technician-read+write.
VISIT-REPORT WIZARD EXTENSIONS
Pricing block (visible when outcome=completed):
callout_tier / techs / distance_km / labor_hours_used (default 1.0
minimum). Live quote_total_preview + breakdown shown to the tech so
they can confirm the price with the client right at the door.
Warranty block:
labor_warranty_id_preview + labor_warranty_status_preview (badge
coloured by status). 'warranty_void_reason' selection lets the tech
void the warranty in real time when they find misuse / negligence /
accidental damage - on submit the matching warranty record is voided
permanently (action_void) AND the repair's labor charge re-computes
without the waive.
On confirm the wizard:
1. Persists callout_labor_hours_used to the repair
2. Calls repair.action_check_labor_warranty()
3. If warranty_void_reason set + warranty resolved -> voids it,
posts chatter, repair labor_warranty_status -> void_misuse
NAVIGATION
Repair form 4 new header buttons:
Check Labor Warranty (anyone)
Waive Labor Fee (sales_rep + manager only, server-side gated)
(plus the Bundle 8 Squeeze + Ack Rush from before)
New 'Callout Pricing' notebook tab on repair form with:
inputs, warranty/waiver, and the 6-line quote breakdown.
New menus:
Fusion Repairs > Labor Warranties
Configuration > Callout Rate Card
Configuration > Emergency Surcharges (Bundle 8 carryover)
VERIFICATION END-TO-END (7 scenarios, 0 bugs)
A. Sale of a product with 5y LW -> LW-00002 spawned, expires 2031-05-21.
B. In-warranty regular 12km 20-min repair:
base 120 + labor 95 - waived 95 = $120 (callout only)
C. After-hours 2-tech 40km 1.5h, NO warranty:
180 + 90 + (1.5*140*2) + (15*2*1.10*2) = $756.00 exact
D. In-warranty visit -> tech ticks misuse void_reason:
Warranty record -> state=void / reason=misuse.
Repair labor_warranty_status -> void_misuse.
Quote re-computes WITHOUT waive: labor 1.5 * 95 = $142.50 charged.
E. Manager waives labor on a no-warranty repair:
Pre-waive $310 -> post-waive $120 (labor $190 -> waived).
Audit: waived_by_id stamped to gsingh@.
F. CS rep tries to waive: correctly denied with the spec'd error
'Only Repairs Managers and Sales Reps can waive the labor fee.'
G. Weekend 1-tech 30km 30-min:
240 + (1.0*170) + (5*2*1.35) = $423.50 exact (min-1h floor
correctly applied to the 0.5h actual work).
Bumped to 19.0.2.0.0 (minor version bump - new public-facing model).
Co-authored-by: Cursor <cursoragent@cursor.com>
133 lines
4.9 KiB
Python
133 lines
4.9 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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{
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'name': 'Fusion Repairs',
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'version': '19.0.2.0.0',
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'category': 'Inventory/Repairs',
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'summary': 'Guided medical equipment repair intake, dispatch, maintenance, and self-service portal',
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'description': """
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Fusion Repairs
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==============
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Comprehensive repairs and maintenance management for medical equipment retailers
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and service providers (hospital beds, wheelchairs, stairlifts, porch lifts,
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walkers, mattresses, rollators).
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Phase 1 - MVP
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-------------
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- Three intake surfaces sharing one service layer:
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* Backend wizard for CS reps on the phone
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* Sales rep portal (/my/repair/new) for reps on the road
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* Public client self-service portal (/repair) - voicemail ready
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- Guided question templates per medical equipment category
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- Phone-first partner lookup with duplicate-call detection
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- Multi-equipment per call (one repair.order per unit)
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- Photo / video capture during intake
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- Third-party equipment support (equipment we didn't sell)
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- Auto warranty detection from original sale order
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- Office notification recipients + 4 follow-up activities
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- repair.order extensions linked to fusion.technician.task
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Phase 2-4 (roadmap)
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-------------------
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- AI self-check engine with strict medical safety guardrails
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- Upsell engine and direct-buy parts/plans
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- Repair warranty tracking (free re-do window)
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- Visit report wizard with Poynt terminal payment
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- Maintenance contracts with client self-booking
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- Weekend safety on-call paging
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- SMS notifications, compliance certificates, analytics
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Copyright (C) 2024-2026 Nexa Systems Inc. All rights reserved.
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""",
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'author': 'Nexa Systems Inc.',
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'website': 'https://www.nexasystems.ca',
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'maintainer': 'Nexa Systems Inc.',
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'support': 'support@nexasystems.ca',
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'license': 'OPL-1',
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'price': 0.00,
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'currency': 'CAD',
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'depends': [
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'base',
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'mail',
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'portal',
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'website',
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'sale_management',
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'stock',
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'repair',
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'maintenance',
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'fusion_tasks',
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'fusion_poynt',
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'fusion_authorizer_portal',
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],
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'data': [
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# Security
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'security/security.xml',
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'security/ir.model.access.csv',
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# Data (must load before views that reference records)
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'data/ir_sequence_data.xml',
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'data/ir_config_parameter_data.xml',
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'data/ir_cron_data.xml',
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'data/mail_activity_type_data.xml',
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'data/mail_template_data.xml',
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'data/repair_product_category_data.xml',
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'data/intake_template_data.xml',
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'data/self_check_data.xml',
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'data/emergency_charge_data.xml',
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'data/callout_rate_data.xml',
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# Views
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'views/repair_product_category_views.xml',
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'views/intake_template_views.xml',
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'views/service_catalog_views.xml',
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'views/repair_warranty_views.xml',
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'views/maintenance_contract_views.xml',
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'views/repair_dashboard_views.xml',
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'views/repair_emergency_charge_views.xml',
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'views/repair_inspection_views.xml',
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'views/repair_callout_rate_views.xml',
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'views/repair_labor_warranty_views.xml',
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'views/repair_order_views.xml',
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'views/repair_part_order_views.xml',
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'views/repair_service_plan_views.xml',
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'views/sale_order_views.xml',
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'views/technician_task_views.xml',
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'views/res_partner_views.xml',
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'views/res_users_views.xml',
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'views/res_config_settings_views.xml',
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# Portal templates
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'views/portal_sales_rep_templates.xml',
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'views/portal_client_repair_templates.xml',
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'views/portal_maintenance_templates.xml',
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# Wizards
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'wizard/repair_intake_wizard_views.xml',
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'wizard/repair_visit_report_wizard_views.xml',
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'wizard/qr_sticker_wizard_views.xml',
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# Reports
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'report/qr_sticker_report.xml',
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'report/inspection_certificate_report.xml',
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# Menus (last, after all referenced actions exist)
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'views/menus.xml',
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],
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'assets': {
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'web.assets_backend': [
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# Tokens MUST load first - dashboard.scss references its variables.
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'fusion_repairs/static/src/scss/_fr_tokens.scss',
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'fusion_repairs/static/src/scss/dashboard.scss',
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'fusion_repairs/static/src/components/dashboard/dashboard.js',
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'fusion_repairs/static/src/components/dashboard/dashboard.xml',
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],
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'web.assets_frontend': [
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'fusion_repairs/static/src/scss/portal_repair_mobile.scss',
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'fusion_repairs/static/src/scss/portal_client_repair.scss',
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'fusion_repairs/static/src/js/portal_repair_intake.js',
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'fusion_repairs/static/src/js/portal_client_repair.js',
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],
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},
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'images': ['static/description/icon.png'],
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'installable': True,
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'application': True,
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'auto_install': False,
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}
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