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>
417 lines
23 KiB
XML
417 lines
23 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<!-- ============================================================== -->
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<!-- Form view extensions -->
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<!-- ============================================================== -->
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<record id="view_repair_order_form_inherit_fusion_repairs" model="ir.ui.view">
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<field name="name">repair.order.form.inherit.fusion_repairs</field>
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<field name="model">repair.order</field>
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<field name="inherit_id" ref="repair.view_repair_order_form"/>
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<field name="arch" type="xml">
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<!-- Header action buttons (visit report + collect payment) -->
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<xpath expr="//header" position="inside">
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<button name="action_open_visit_report"
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type="object"
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string="Visit Report"
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class="btn-primary"
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invisible="state in ('draft', 'cancel') or x_fc_technician_task_count == 0"
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groups="fusion_repairs.group_fusion_repairs_user"/>
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<button name="action_collect_payment"
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type="object"
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string="Collect Payment"
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class="btn-secondary"
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invisible="state != 'done'"
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groups="fusion_repairs.group_fusion_repairs_user"/>
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<button name="action_offer_loaner"
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type="object"
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string="Offer Loaner"
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class="btn-secondary"
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icon="fa-handshake-o"
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invisible="state in ('done', 'cancel')"
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groups="fusion_repairs.group_fusion_repairs_user"/>
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<!-- Bundle 8: squeeze a rush into today's tech route + acknowledge surcharge -->
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<button name="action_squeeze_into_today"
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type="object"
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string="Squeeze into Today"
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class="btn-warning"
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icon="fa-flash"
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invisible="state in ('done', 'cancel') or not x_fc_rush_requested"
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groups="fusion_repairs.group_fusion_repairs_dispatcher"/>
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<button name="action_acknowledge_rush"
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type="object"
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string="Client Agreed to Rush Price"
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class="btn-warning"
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icon="fa-check"
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invisible="not x_fc_rush_requested or x_fc_rush_acknowledged_at"
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groups="fusion_repairs.group_fusion_repairs_user"/>
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<!-- Bundle 9: warranty + waive (waive group-gated server-side too) -->
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<button name="action_check_labor_warranty"
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type="object"
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string="Check Labor Warranty"
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class="btn-secondary"
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icon="fa-shield"
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invisible="state in ('done', 'cancel')"
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groups="fusion_repairs.group_fusion_repairs_user"/>
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<button name="action_waive_labor_fee"
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type="object"
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string="Waive Labor Fee"
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class="btn-warning"
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icon="fa-percent"
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invisible="x_fc_labor_waived or state in ('done', 'cancel')"
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groups="fusion_repairs.group_fusion_repairs_sales_rep"/>
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</xpath>
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<!-- Smart buttons: Technician Tasks + Intake Answers + Original SO. -->
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<xpath expr="//div[hasclass('oe_button_box')]" position="inside">
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<button name="action_view_technician_tasks"
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type="object"
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class="oe_stat_button"
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icon="fa-wrench"
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invisible="x_fc_technician_task_count == 0">
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<field name="x_fc_technician_task_count" widget="statinfo" string="Tech Tasks"/>
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</button>
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<button name="action_view_intake_answers"
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type="object"
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class="oe_stat_button"
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icon="fa-list-alt"
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invisible="x_fc_intake_answer_count == 0">
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<field name="x_fc_intake_answer_count" widget="statinfo" string="Answers"/>
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</button>
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<button name="action_view_original_sale_order"
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type="object"
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class="oe_stat_button"
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icon="fa-dollar"
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invisible="not x_fc_original_sale_order_id">
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<field name="x_fc_original_sale_order_id" widget="statinfo" string="Original SO"/>
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</button>
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</xpath>
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<!-- Add intake metadata under partner_id -->
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<xpath expr="//field[@name='partner_id']" position="after">
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<field name="x_fc_repair_category_id" options="{'no_create': True}"/>
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<field name="x_fc_urgency" widget="badge"
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decoration-success="x_fc_urgency == 'normal'"
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decoration-warning="x_fc_urgency == 'urgent'"
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decoration-danger="x_fc_urgency == 'safety'"/>
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<field name="x_fc_third_party_equipment"/>
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<field name="x_fc_is_quote_only"/>
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<field name="x_fc_intake_source" readonly="1"/>
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<field name="x_fc_intake_user_id" readonly="1" invisible="not x_fc_intake_user_id"/>
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<field name="x_fc_intake_session_id" readonly="1" invisible="not x_fc_intake_session_id"/>
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</xpath>
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<!-- Add a Fusion Repairs notebook tab with intake + photos. -->
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<xpath expr="//notebook" position="inside">
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<page string="Intake" name="fusion_intake">
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<group>
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<group>
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<field name="x_fc_intake_template_id" readonly="1"/>
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<field name="x_fc_issue_category"/>
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</group>
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<group>
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<field name="x_fc_warranty_override_reason"
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placeholder="Reason if warranty status was overridden"/>
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<field name="x_fc_estimated_duration" widget="float_time"/>
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</group>
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</group>
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<separator string="Answers"/>
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<field name="x_fc_intake_answer_ids" readonly="1">
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<list>
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<field name="sequence" column_invisible="True"/>
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<field name="question_name"/>
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<field name="value_display"/>
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<field name="question_type" optional="hide"/>
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</list>
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</field>
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<separator string="Photos & Videos"/>
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<field name="x_fc_photo_ids" widget="many2many_binary"/>
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</page>
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<page string="Pricing" name="fusion_pricing" invisible="not x_fc_estimated_cost and not x_fc_actual_cost">
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<group>
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<group>
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<field name="x_fc_estimated_cost" widget="monetary"/>
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<field name="x_fc_actual_cost" widget="monetary"/>
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</group>
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<group>
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<field name="x_fc_cost_variance_pct" widget="float" digits="[16,2]"/>
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<field name="x_fc_requires_requote"/>
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<field name="company_currency_id" invisible="1"/>
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</group>
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</group>
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</page>
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<page string="AI Brief" name="fusion_ai" invisible="not x_fc_ai_summary">
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<field name="x_fc_ai_summary" readonly="1"/>
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</page>
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<page string="Margin" name="fusion_margin"
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groups="fusion_repairs.group_fusion_repairs_manager">
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<group>
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<group>
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<field name="x_fc_revenue" widget="monetary"/>
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<field name="x_fc_labour_cost" widget="monetary"/>
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<field name="x_fc_parts_cost" widget="monetary"/>
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</group>
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<group>
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<field name="x_fc_margin" widget="monetary"/>
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<field name="x_fc_margin_pct" widget="float" digits="[12,1]"/>
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<field name="company_currency_id" invisible="1"/>
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</group>
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</group>
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</page>
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<page string="Callout Pricing" name="fusion_callout">
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<group>
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<group string="Inputs">
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<field name="x_fc_callout_tier"/>
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<field name="x_fc_callout_techs"/>
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<field name="x_fc_callout_distance_km"/>
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<field name="x_fc_callout_labor_hours"/>
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</group>
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<group string="Warranty / Waiver">
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<field name="x_fc_labor_warranty_id" readonly="1"/>
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<field name="x_fc_labor_warranty_status" widget="badge"
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decoration-success="x_fc_labor_warranty_status == 'eligible'"
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decoration-warning="x_fc_labor_warranty_status in ('expired', 'waived')"
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decoration-danger="x_fc_labor_warranty_status == 'void_misuse'"/>
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<field name="x_fc_labor_waived" readonly="1"/>
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<field name="x_fc_labor_waived_by_id" readonly="1"
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invisible="not x_fc_labor_waived"/>
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<field name="x_fc_labor_waived_at" readonly="1"
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invisible="not x_fc_labor_waived"/>
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<field name="x_fc_labor_waived_reason"
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invisible="not x_fc_labor_waived"
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readonly="not x_fc_labor_waived"/>
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</group>
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</group>
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<separator string="Quote Breakdown"/>
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<group>
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<group>
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<field name="x_fc_quote_callout_base" widget="monetary" readonly="1"/>
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<field name="x_fc_quote_extra_techs" widget="monetary" readonly="1"/>
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<field name="x_fc_quote_labor" widget="monetary" readonly="1"/>
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<field name="x_fc_quote_travel" widget="monetary" readonly="1"/>
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</group>
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<group>
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<field name="x_fc_quote_waived" widget="monetary" readonly="1"/>
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<field name="x_fc_quote_total" widget="monetary" readonly="1"
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class="oe_subtotal_footer_separator"/>
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</group>
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</group>
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</page>
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<page string="Rush / Parts" name="fusion_rush_parts">
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<group>
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<group string="Rush Service">
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<field name="x_fc_rush_requested"/>
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<field name="x_fc_rush_tier"
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invisible="not x_fc_rush_requested"/>
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<field name="x_fc_rush_techs_required"
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invisible="not x_fc_rush_requested"/>
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<field name="x_fc_rush_surcharge"
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widget="monetary"
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readonly="1"
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invisible="not x_fc_rush_requested"/>
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<field name="x_fc_rush_acknowledged_at"
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readonly="1"
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invisible="not x_fc_rush_requested"/>
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<field name="x_fc_rush_acknowledged_by_id"
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readonly="1"
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invisible="not x_fc_rush_requested"/>
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</group>
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<group string="Awaiting Parts">
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<field name="x_fc_parts_awaiting" readonly="1"/>
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<field name="x_fc_parts_eta_date" readonly="1"
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invisible="not x_fc_parts_awaiting"/>
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<field name="x_fc_part_order_count" readonly="1"/>
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</group>
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</group>
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<field name="x_fc_part_order_ids" readonly="1">
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<list>
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<field name="name"/>
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<field name="description"/>
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<field name="oem_part_number"/>
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<field name="quantity"/>
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<field name="expected_date"/>
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<field name="received_date"/>
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<field name="state" widget="badge"/>
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</list>
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</field>
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</page>
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</xpath>
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</field>
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</record>
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<!-- ============================================================== -->
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<!-- Kanban: add urgency badge + intake source -->
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<!-- ============================================================== -->
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<record id="view_repair_order_kanban_inherit_fusion_repairs" model="ir.ui.view">
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<field name="name">repair.order.kanban.inherit.fusion_repairs</field>
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<field name="model">repair.order</field>
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<field name="inherit_id" ref="repair.view_repair_kanban"/>
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<field name="arch" type="xml">
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<xpath expr="//field[@name='partner_id']" position="after">
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<field name="x_fc_urgency"/>
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<field name="x_fc_third_party_equipment"/>
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</xpath>
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</field>
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</record>
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<!-- ============================================================== -->
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<!-- List: add urgency + source columns -->
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<!-- ============================================================== -->
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<record id="view_repair_order_list_inherit_fusion_repairs" model="ir.ui.view">
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<field name="name">repair.order.list.inherit.fusion_repairs</field>
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<field name="model">repair.order</field>
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<field name="inherit_id" ref="repair.view_repair_order_tree"/>
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<field name="arch" type="xml">
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<xpath expr="//field[@name='partner_id']" position="after">
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<field name="x_fc_urgency" widget="badge"
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decoration-success="x_fc_urgency == 'normal'"
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decoration-warning="x_fc_urgency == 'urgent'"
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decoration-danger="x_fc_urgency == 'safety'"
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optional="show"/>
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<field name="x_fc_intake_source" optional="hide"/>
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<field name="x_fc_third_party_equipment" optional="hide"/>
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</xpath>
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</field>
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</record>
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<!-- ============================================================== -->
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<!-- New Service Call action - opens the wizard as a modal -->
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<!-- ============================================================== -->
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<record id="action_open_repair_intake_wizard" model="ir.actions.act_window">
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<field name="name">New Service Call</field>
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<field name="res_model">fusion.repair.intake.wizard</field>
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<field name="view_mode">form</field>
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<field name="target">new</field>
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</record>
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<!-- ============================================================== -->
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<!-- Fusion Repairs Service Calls dashboard -->
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<!-- Branded kanban / list of repair.order filtered to repairs that -->
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<!-- came through one of the Fusion intake surfaces, with the -->
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<!-- New Service Call wizard wired into the header. -->
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<!-- ============================================================== -->
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<record id="view_fusion_repair_dashboard_kanban" model="ir.ui.view">
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<field name="name">repair.order.dashboard.fusion_repairs</field>
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<field name="model">repair.order</field>
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<field name="arch" type="xml">
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<kanban default_group_by="state"
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class="o_kanban_small_column o_kanban_repair_dashboard"
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sample="1">
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<field name="name"/>
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<field name="partner_id"/>
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<field name="state"/>
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<field name="x_fc_urgency"/>
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<field name="x_fc_third_party_equipment"/>
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<field name="x_fc_repair_category_id"/>
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<field name="x_fc_intake_source"/>
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<field name="x_fc_estimated_cost"/>
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<field name="company_currency_id"/>
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<field name="schedule_date"/>
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<templates>
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<t t-name="card">
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<div class="d-flex justify-content-between mb-2">
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<strong class="o_kanban_record_title">
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<field name="name"/>
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</strong>
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<span t-attf-class="badge {{ {'safety':'text-bg-danger','urgent':'text-bg-warning','normal':'text-bg-secondary'}[record.x_fc_urgency.raw_value] }}">
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<field name="x_fc_urgency"/>
|
|
</span>
|
|
</div>
|
|
<div class="text-muted small mb-1">
|
|
<i class="fa fa-user me-1"/>
|
|
<field name="partner_id"/>
|
|
</div>
|
|
<div class="text-muted small mb-1" t-if="record.x_fc_repair_category_id.raw_value">
|
|
<i class="fa fa-wrench me-1"/>
|
|
<field name="x_fc_repair_category_id"/>
|
|
</div>
|
|
<div class="text-muted small mb-1" t-if="record.schedule_date.raw_value">
|
|
<i class="fa fa-calendar me-1"/>
|
|
<field name="schedule_date" widget="date"/>
|
|
</div>
|
|
<div class="d-flex justify-content-between mt-2">
|
|
<span class="small text-muted">
|
|
<field name="x_fc_intake_source"/>
|
|
</span>
|
|
<span t-if="record.x_fc_third_party_equipment.raw_value"
|
|
class="badge text-bg-warning small">3rd-party</span>
|
|
</div>
|
|
</t>
|
|
</templates>
|
|
</kanban>
|
|
</field>
|
|
</record>
|
|
|
|
<record id="view_fusion_repair_dashboard_search" model="ir.ui.view">
|
|
<field name="name">repair.order.search.fusion_repairs</field>
|
|
<field name="model">repair.order</field>
|
|
<field name="arch" type="xml">
|
|
<search string="Service Calls">
|
|
<field name="name"/>
|
|
<field name="partner_id"/>
|
|
<field name="x_fc_repair_category_id"/>
|
|
<filter string="Today" name="today"
|
|
domain="[('create_date', '>=', datetime.datetime.combine(context_today(), datetime.time(0,0,0)))]"/>
|
|
<filter string="This Week" name="week"
|
|
domain="[('create_date', '>=', datetime.datetime.combine(context_today() - datetime.timedelta(days=7), datetime.time(0,0,0)))]"/>
|
|
<separator/>
|
|
<filter string="Safety" name="safety"
|
|
domain="[('x_fc_urgency', '=', 'safety')]"/>
|
|
<filter string="Urgent" name="urgent"
|
|
domain="[('x_fc_urgency', '=', 'urgent')]"/>
|
|
<filter string="Third-Party" name="thirdparty"
|
|
domain="[('x_fc_third_party_equipment', '=', True)]"/>
|
|
<filter string="Quote Only" name="quote_only"
|
|
domain="[('x_fc_is_quote_only', '=', True)]"/>
|
|
<filter string="Rush / Emergency" name="rush"
|
|
domain="[('x_fc_rush_requested', '=', True)]"/>
|
|
<filter string="Awaiting Parts" name="awaiting_parts"
|
|
domain="[('x_fc_parts_awaiting', '=', True)]"/>
|
|
<separator/>
|
|
<filter string="From Backend Wizard" name="src_backend"
|
|
domain="[('x_fc_intake_source', '=', 'backend_wizard')]"/>
|
|
<filter string="From Sales Rep Portal" name="src_salesrep"
|
|
domain="[('x_fc_intake_source', '=', 'sales_rep_portal')]"/>
|
|
<filter string="From Client Portal" name="src_client"
|
|
domain="[('x_fc_intake_source', '=', 'client_portal')]"/>
|
|
<separator/>
|
|
<filter string="Open (not closed)" name="open"
|
|
domain="[('state', 'not in', ('done', 'cancel'))]"/>
|
|
<group>
|
|
<filter string="Status" name="group_state" context="{'group_by': 'state'}"/>
|
|
<filter string="Urgency" name="group_urgency" context="{'group_by': 'x_fc_urgency'}"/>
|
|
<filter string="Category" name="group_category" context="{'group_by': 'x_fc_repair_category_id'}"/>
|
|
<filter string="Intake Source" name="group_source" context="{'group_by': 'x_fc_intake_source'}"/>
|
|
</group>
|
|
</search>
|
|
</field>
|
|
</record>
|
|
|
|
<record id="action_fusion_repair_dashboard" model="ir.actions.act_window">
|
|
<field name="name">Service Calls</field>
|
|
<field name="res_model">repair.order</field>
|
|
<field name="view_mode">kanban,list,form</field>
|
|
<field name="search_view_id" ref="view_fusion_repair_dashboard_search"/>
|
|
<field name="context">{'search_default_open': 1}</field>
|
|
<field name="help" type="html">
|
|
<p class="o_view_nocontent_smiling_face">No service calls yet</p>
|
|
<p>
|
|
Click <strong>New</strong> in the top-left to open the guided
|
|
intake wizard. The form will walk you through caller info,
|
|
equipment selection, the issue, urgency and photos.
|
|
</p>
|
|
</field>
|
|
</record>
|
|
|
|
<record id="action_fusion_repair_dashboard_kanban" model="ir.actions.act_window.view">
|
|
<field name="sequence" eval="1"/>
|
|
<field name="view_mode">kanban</field>
|
|
<field name="view_id" ref="view_fusion_repair_dashboard_kanban"/>
|
|
<field name="act_window_id" ref="action_fusion_repair_dashboard"/>
|
|
</record>
|
|
|
|
</odoo>
|