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>
6.7 KiB
6.7 KiB
| 1 | id | name | model_id:id | group_id:id | perm_read | perm_write | perm_create | perm_unlink |
|---|---|---|---|---|---|---|---|---|
| 2 | access_repair_product_category_user | Repair Category User Read | model_fusion_repair_product_category | group_fusion_repairs_user | 1 | 0 | 0 | 0 |
| 3 | access_repair_product_category_manager | Repair Category Manager Full | model_fusion_repair_product_category | group_fusion_repairs_manager | 1 | 1 | 1 | 1 |
| 4 | access_repair_intake_template_user | Intake Template User Read | model_fusion_repair_intake_template | group_fusion_repairs_user | 1 | 0 | 0 | 0 |
| 5 | access_repair_intake_template_manager | Intake Template Manager Full | model_fusion_repair_intake_template | group_fusion_repairs_manager | 1 | 1 | 1 | 1 |
| 6 | access_repair_intake_question_user | Intake Question User Read | model_fusion_repair_intake_question | group_fusion_repairs_user | 1 | 0 | 0 | 0 |
| 7 | access_repair_intake_question_manager | Intake Question Manager Full | model_fusion_repair_intake_question | group_fusion_repairs_manager | 1 | 1 | 1 | 1 |
| 8 | access_repair_intake_answer_user | Intake Answer User Full | model_fusion_repair_intake_answer | group_fusion_repairs_user | 1 | 1 | 1 | 0 |
| 9 | access_repair_intake_answer_manager | Intake Answer Manager Full | model_fusion_repair_intake_answer | group_fusion_repairs_manager | 1 | 1 | 1 | 1 |
| 10 | access_repair_intake_answer_tech_portal | Intake Answer Technician Read | model_fusion_repair_intake_answer | fusion_tasks.group_field_technician | 1 | 0 | 0 | 0 |
| 11 | access_repair_intake_wizard_user | Intake Wizard User Full | model_fusion_repair_intake_wizard | group_fusion_repairs_user | 1 | 1 | 1 | 1 |
| 12 | access_repair_intake_wizard_equipment_user | Intake Wizard Equipment User Full | model_fusion_repair_intake_wizard_equipment | group_fusion_repairs_user | 1 | 1 | 1 | 1 |
| 13 | access_repair_service_catalog_user | Catalogue User Read | model_fusion_repair_service_catalog | group_fusion_repairs_user | 1 | 0 | 0 | 0 |
| 14 | access_repair_service_catalog_manager | Catalogue Manager Full | model_fusion_repair_service_catalog | group_fusion_repairs_manager | 1 | 1 | 1 | 1 |
| 15 | access_repair_warranty_user | Warranty User Read | model_fusion_repair_warranty_coverage | group_fusion_repairs_user | 1 | 0 | 0 | 0 |
| 16 | access_repair_warranty_manager | Warranty Manager Full | model_fusion_repair_warranty_coverage | group_fusion_repairs_manager | 1 | 1 | 1 | 1 |
| 17 | access_repair_visit_report_wizard_user | Visit Report Wizard User | model_fusion_repair_visit_report_wizard | group_fusion_repairs_user | 1 | 1 | 1 | 1 |
| 18 | access_repair_visit_report_wizard_line_user | Visit Report Line User | model_fusion_repair_visit_report_wizard_line | group_fusion_repairs_user | 1 | 1 | 1 | 1 |
| 19 | access_repair_maintenance_user | Maintenance Contract User Read | model_fusion_repair_maintenance_contract | group_fusion_repairs_user | 1 | 0 | 0 | 0 |
| 20 | access_repair_maintenance_dispatcher | Maintenance Contract Dispatcher | model_fusion_repair_maintenance_contract | group_fusion_repairs_dispatcher | 1 | 1 | 1 | 0 |
| 21 | access_repair_maintenance_manager | Maintenance Contract Manager Full | model_fusion_repair_maintenance_contract | group_fusion_repairs_manager | 1 | 1 | 1 | 1 |
| 22 | access_repair_order_repairs_user | Repair Order Repairs User Read/Write | repair.model_repair_order | group_fusion_repairs_user | 1 | 1 | 1 | 0 |
| 23 | access_repair_order_repairs_manager | Repair Order Repairs Manager Full | repair.model_repair_order | group_fusion_repairs_manager | 1 | 1 | 1 | 1 |
| 24 | access_technician_task_repairs_user | Technician Task Repairs User Schedule | fusion_tasks.model_fusion_technician_task | group_fusion_repairs_user | 1 | 1 | 1 | 0 |
| 25 | access_technician_task_repairs_manager | Technician Task Repairs Manager Full | fusion_tasks.model_fusion_technician_task | group_fusion_repairs_manager | 1 | 1 | 1 | 1 |
| 26 | access_repair_self_check_rule_user | Self-Check Rule User Read | model_fusion_repair_self_check_rule | group_fusion_repairs_user | 1 | 0 | 0 | 0 |
| 27 | access_repair_self_check_rule_manager | Self-Check Rule Manager Full | model_fusion_repair_self_check_rule | group_fusion_repairs_manager | 1 | 1 | 1 | 1 |
| 28 | access_qr_sticker_wizard_user | QR Sticker Wizard User Full | model_fusion_repair_qr_sticker_wizard | group_fusion_repairs_user | 1 | 1 | 1 | 1 |
| 29 | access_repair_inspection_user | Inspection Cert User Read | model_fusion_repair_inspection_certificate | group_fusion_repairs_user | 1 | 0 | 0 | 0 |
| 30 | access_repair_inspection_dispatcher | Inspection Cert Dispatcher | model_fusion_repair_inspection_certificate | group_fusion_repairs_dispatcher | 1 | 1 | 1 | 0 |
| 31 | access_repair_inspection_manager | Inspection Cert Manager Full | model_fusion_repair_inspection_certificate | group_fusion_repairs_manager | 1 | 1 | 1 | 1 |
| 32 | access_repair_inspection_technician | Inspection Cert Field Tech Read-Only | model_fusion_repair_inspection_certificate | fusion_tasks.group_field_technician | 1 | 0 | 0 | 0 |
| 33 | access_service_plan_sub_user | Service Plan Sub User Read | model_fusion_repair_service_plan_subscription | group_fusion_repairs_user | 1 | 0 | 0 | 0 |
| 34 | access_service_plan_sub_dispatcher | Service Plan Sub Dispatcher | model_fusion_repair_service_plan_subscription | group_fusion_repairs_dispatcher | 1 | 1 | 1 | 0 |
| 35 | access_service_plan_sub_manager | Service Plan Sub Manager Full | model_fusion_repair_service_plan_subscription | group_fusion_repairs_manager | 1 | 1 | 1 | 1 |
| 36 | access_service_plan_burn_user | Service Plan Burn User Read | model_fusion_repair_service_plan_burn | group_fusion_repairs_user | 1 | 0 | 0 | 0 |
| 37 | access_service_plan_burn_manager | Service Plan Burn Manager Full | model_fusion_repair_service_plan_burn | group_fusion_repairs_manager | 1 | 1 | 1 | 1 |
| 38 | access_emergency_charge_user | Emergency Charge User Read | model_fusion_repair_emergency_charge | group_fusion_repairs_user | 1 | 0 | 0 | 0 |
| 39 | access_emergency_charge_manager | Emergency Charge Manager Full | model_fusion_repair_emergency_charge | group_fusion_repairs_manager | 1 | 1 | 1 | 1 |
| 40 | access_part_order_user | Part Order User Read | model_fusion_repair_part_order | group_fusion_repairs_user | 1 | 0 | 0 | 0 |
| 41 | access_part_order_dispatcher | Part Order Dispatcher | model_fusion_repair_part_order | group_fusion_repairs_dispatcher | 1 | 1 | 1 | 0 |
| 42 | access_part_order_manager | Part Order Manager Full | model_fusion_repair_part_order | group_fusion_repairs_manager | 1 | 1 | 1 | 1 |
| 43 | access_part_order_technician | Part Order Field Tech Create | model_fusion_repair_part_order | fusion_tasks.group_field_technician | 1 | 1 | 1 | 0 |
| 44 | access_visit_report_partline_user | Visit Report Part Line User Full | model_fusion_repair_visit_report_wizard_partline | group_fusion_repairs_user | 1 | 1 | 1 | 1 |
| 45 | access_visit_report_partline_tech | Visit Report Part Line Field Tech Full | model_fusion_repair_visit_report_wizard_partline | fusion_tasks.group_field_technician | 1 | 1 | 1 | 1 |
| 46 | access_callout_rate_user | Callout Rate User Read | model_fusion_repair_callout_rate | group_fusion_repairs_user | 1 | 0 | 0 | 0 |
| 47 | access_callout_rate_manager | Callout Rate Manager Full | model_fusion_repair_callout_rate | group_fusion_repairs_manager | 1 | 1 | 1 | 1 |
| 48 | access_labor_warranty_user | Labor Warranty User Read | model_fusion_repair_labor_warranty | group_fusion_repairs_user | 1 | 0 | 0 | 0 |
| 49 | access_labor_warranty_sales_rep | Labor Warranty Sales Rep Write | model_fusion_repair_labor_warranty | group_fusion_repairs_sales_rep | 1 | 1 | 0 | 0 |
| 50 | access_labor_warranty_manager | Labor Warranty Manager Full | model_fusion_repair_labor_warranty | group_fusion_repairs_manager | 1 | 1 | 1 | 1 |
| 51 | access_labor_warranty_technician | Labor Warranty Field Tech Read | model_fusion_repair_labor_warranty | fusion_tasks.group_field_technician | 1 | 1 | 0 | 0 |