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>
136 lines
6.6 KiB
XML
136 lines
6.6 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<record id="view_repair_visit_report_wizard_form" model="ir.ui.view">
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<field name="name">fusion.repair.visit.report.wizard.form</field>
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<field name="model">fusion.repair.visit.report.wizard</field>
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<field name="arch" type="xml">
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<form string="Visit Report">
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<sheet>
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<group>
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<group>
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<field name="repair_id" readonly="1"/>
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<field name="technician_id"
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options="{'no_create': True}"/>
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</group>
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<group>
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<field name="labour_hours"/>
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</group>
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</group>
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<separator string="Parts Used"/>
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<field name="parts_line_ids">
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<list editable="bottom">
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<field name="product_id"/>
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<field name="quantity"/>
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<field name="unit_price" widget="monetary"/>
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<field name="subtotal" widget="monetary"/>
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</list>
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</field>
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<separator string="Cost Reconciliation"/>
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<group>
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<group>
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<field name="estimated_cost" widget="monetary"/>
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<field name="actual_cost" widget="monetary"/>
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</group>
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<group>
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<field name="variance_pct" widget="float" digits="[12,1]"/>
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<field name="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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<div class="alert alert-warning" role="alert"
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invisible="not requires_requote">
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Variance exceeds the configured threshold. Saving will
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mark the repair as <strong>Requires Re-Quote</strong>;
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a manager must review before invoicing.
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</div>
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<separator string="Outcome"/>
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<group>
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<field name="outcome" widget="radio"/>
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</group>
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<field name="notes"/>
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<!-- Bundle 8: parts-needed branch - rendered only when chosen -->
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<separator string="Parts to Order"
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invisible="outcome != 'parts_needed'"/>
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<field name="needs_parts_line_ids"
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invisible="outcome != 'parts_needed'">
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<list editable="bottom">
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<field name="description"/>
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<field name="oem_part_number"/>
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<field name="manufacturer"/>
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<field name="quantity"/>
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<field name="expected_lead_days"/>
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<field name="notes" optional="show"/>
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<field name="photo_ids" widget="many2many_binary"/>
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</list>
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</field>
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<field name="found_another_issue"
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invisible="outcome != 'completed'"/>
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<field name="issue_inspection_cert"
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invisible="outcome != 'completed'"/>
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<!-- Bundle 9: callout pricing capture + live quote preview -->
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<separator string="Callout Pricing (Bundle 9)"
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invisible="outcome != 'completed'"/>
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<group invisible="outcome != 'completed'">
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<group>
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<field name="callout_tier"/>
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<field name="callout_techs"/>
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<field name="callout_distance_km"/>
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<field name="callout_labor_hours_used"/>
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</group>
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<group>
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<field name="labor_warranty_id_preview" readonly="1"/>
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<field name="labor_warranty_status_preview" widget="badge"
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decoration-success="labor_warranty_status_preview == 'eligible'"
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decoration-warning="labor_warranty_status_preview in ('expired', 'waived')"
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decoration-danger="labor_warranty_status_preview == 'void_misuse'"/>
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<field name="warranty_void_reason"/>
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<field name="warranty_void_notes"
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invisible="not warranty_void_reason"
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required="warranty_void_reason"/>
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</group>
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</group>
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<group invisible="outcome != 'completed'">
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<field name="quote_total_preview" widget="monetary" readonly="1"
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class="oe_subtotal_footer_separator"/>
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<field name="company_currency_id" invisible="1"/>
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</group>
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<field name="quote_breakdown_preview"
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readonly="1" nolabel="1"
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invisible="outcome != 'completed'"/>
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<separator string="No-Show (T7)"/>
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<group>
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<field name="no_show"/>
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<field name="no_show_photo" widget="image" filename="no_show_photo_filename"
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invisible="not no_show"/>
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</group>
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<separator string="Parts Replaced - Serial Capture (T6)"/>
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<field name="parts_serial_capture" nolabel="1"
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placeholder="One serial per line - used for OEM warranty claims"/>
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<separator string="Client Signature (T4)"/>
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<group>
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<field name="client_signature_name"/>
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<field name="client_signature" widget="signature"/>
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</group>
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</sheet>
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<footer>
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<button string="Save Visit Report"
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name="action_confirm"
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type="object"
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class="btn-primary"/>
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<button string="Cancel" class="btn-secondary" special="cancel"/>
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</footer>
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</form>
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</field>
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</record>
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</odoo>
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