New models - fusion.repair.service.plan.subscription Tracks pre-paid maintenance packages: partner, plan product, optional category restriction, visits_included / visits_used / visits_remaining, start_date / end_date, computed state (active/exhausted/expired/cancelled), burn_history One2many. PLAN-NNNNN sequence. - fusion.repair.service.plan.burn One row per maintenance visit that consumed a plan visit - feeds the Burn History tab on the subscription form. product.template extensions - x_fc_is_service_plan boolean toggle - x_fc_plan_visits_included (default 4) - x_fc_plan_duration_months (default 12) - x_fc_plan_category_id - if set, only burns for repairs in that category (e.g. an Annual Stairlift Maintenance plan does not burn for wheelchair repairs) sale.order.action_confirm() override - For each order line whose product has x_fc_is_service_plan=True, spawns one fusion.repair.service.plan.subscription per qty unit. - Start date = today; end date = today + plan_duration_months (relativedelta - correct month boundaries). Visit report wizard - New _burn_service_plan_visit(repair) call from action_confirm() finds the matching active subscription and burns one visit + posts a chatter note "Visit burned for repair X. N of M remaining." on the subscription. - Skips quote-only repairs. - The wizard does NOT zero out the invoice - the burn is informational; the office reconciles plan credits in their accounting workflow. Backend - Service Plans menu under Fusion Repairs root. - List view colour-coded by state. - Form with statusbar + cancel button + Burn History notebook. - Service Plan tab added to product.template form (manager only). - ACL: User read; Dispatcher write/create; Manager full + unlink. Verified end-to-end on local westin-v19: Created plan product 'Annual Stairlift Maintenance - 4 Visits' Sold it via sale.order -> PLAN-00001 auto-created (visits_included=4, end_date=2027-05-21) Submitted visit-report on a stairlift repair -> visits_used=1 remaining=3 (correctly category-matched). Bumped to 19.0.1.5.0. Co-authored-by: Cursor <cursoragent@cursor.com>
126 lines
4.5 KiB
Python
126 lines
4.5 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': '19.0.1.5.0',
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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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# 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_inspection_views.xml',
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'views/repair_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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],
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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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