f463600585
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>
319 lines
12 KiB
Python
319 lines
12 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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"""Technician visit report wizard.
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Opened from a completed (or in-progress) repair.order. Captures:
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- labour hours
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- parts/consumables used
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- recommended upsell products
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- optional client signature
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On confirm:
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- writes labour + parts as repair.order lines (Odoo native operations)
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- updates x_fc_actual_cost on the repair
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- triggers variance reconciliation (sets x_fc_requires_requote if over threshold)
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- if not requote: confirms the repair (state='under_repair' -> 'done' via Odoo native flow)
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- offers an action_collect_payment shortcut to fire Poynt on the resulting invoice
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"""
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import logging
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from markupsafe import Markup
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from odoo import _, api, fields, models
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from odoo.exceptions import UserError
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_logger = logging.getLogger(__name__)
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class RepairVisitReportWizard(models.TransientModel):
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_name = 'fusion.repair.visit.report.wizard'
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_description = 'Repair Visit Report Wizard'
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repair_id = fields.Many2one(
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'repair.order',
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string='Repair Order',
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required=True,
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readonly=True,
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)
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technician_id = fields.Many2one(
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'res.users',
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string='Technician',
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default=lambda self: self.env.user,
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domain="[('x_fc_is_field_staff', '=', True)]",
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)
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# Labour
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labour_hours = fields.Float(
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string='Labour Hours',
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required=True,
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default=1.0,
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)
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# Parts used (simple line model below)
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parts_line_ids = fields.One2many(
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'fusion.repair.visit.report.wizard.line',
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'wizard_id',
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string='Parts Used',
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)
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# Outcome
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notes = fields.Html(string='Technician Notes')
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found_another_issue = fields.Boolean(
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string='Found Another Issue',
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help='Tick to spawn a follow-up repair after saving this visit.',
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)
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# M1: tick when the visit was a safety inspection. On save the wizard
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# creates a fusion.repair.inspection.certificate.
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issue_inspection_cert = fields.Boolean(
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string='Issue Compliance Certificate',
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help='Tick when the visit was an annual safety inspection. Creates an '
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'inspection certificate record and prints the PDF on save.',
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)
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inspection_cert_id = fields.Many2one(
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'fusion.repair.inspection.certificate',
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string='Issued Certificate',
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readonly=True,
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)
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# Variance display
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estimated_cost = fields.Monetary(
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related='repair_id.x_fc_estimated_cost',
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currency_field='company_currency_id',
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readonly=True,
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)
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actual_cost = fields.Monetary(
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string='Actual Cost',
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compute='_compute_actual_cost',
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currency_field='company_currency_id',
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)
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variance_pct = fields.Float(
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string='Variance %',
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compute='_compute_actual_cost',
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)
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requires_requote = fields.Boolean(
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compute='_compute_actual_cost',
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)
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company_currency_id = fields.Many2one(
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'res.currency',
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related='repair_id.company_currency_id',
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readonly=True,
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)
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@api.depends('labour_hours', 'parts_line_ids.subtotal', 'repair_id.x_fc_estimated_cost')
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def _compute_actual_cost(self):
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ICP = self.env['ir.config_parameter'].sudo()
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try:
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threshold_pct = float(ICP.get_param('fusion_repairs.variance_threshold_pct', '20'))
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except (ValueError, TypeError):
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threshold_pct = 20.0
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try:
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threshold_amt = float(ICP.get_param('fusion_repairs.variance_threshold_amount', '100'))
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except (ValueError, TypeError):
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threshold_amt = 100.0
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for w in self:
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catalog = w.repair_id.x_fc_service_catalog_id
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labour_rate = 0.0
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if catalog and catalog.service_product_id:
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labour_rate = catalog.service_product_id.list_price
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parts_total = sum(w.parts_line_ids.mapped('subtotal'))
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w.actual_cost = (w.labour_hours * labour_rate) + parts_total
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est = w.estimated_cost or 0.0
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variance_pct = ((w.actual_cost - est) / est * 100) if est else 0.0
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w.variance_pct = variance_pct
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# One-sided: only OVER-cost triggers re-quote. Coming in under
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# estimate is good news and must not block invoicing.
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over_pct = variance_pct
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over_amt = w.actual_cost - est
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w.requires_requote = est > 0 and (
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over_pct >= threshold_pct or over_amt >= threshold_amt
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)
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# ------------------------------------------------------------------
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# ACTION
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# ------------------------------------------------------------------
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def action_confirm(self):
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self.ensure_one()
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repair = self.repair_id
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if not repair:
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raise UserError(_('No repair selected.'))
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# Create native repair operations (stock moves) for the parts used.
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# 'add' type moves consume parts from the parts source location and
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# flow through to the invoice when action_create_sale_order() is run.
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self._create_repair_part_moves(repair)
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# Persist actual cost + requote flag on the repair.
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repair.write({
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'x_fc_actual_cost': self.actual_cost,
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'x_fc_requires_requote': self.requires_requote,
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})
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# Append technician notes to chatter.
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if self.notes:
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repair.message_post(body=self.notes)
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# Spawn a follow-up repair if the tech found another issue.
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stub = False
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if self.found_another_issue:
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stub = repair.copy({
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'state': 'draft',
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'internal_notes': _(
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'<p><em>Spawned from visit report on %(ref)s. Add details for the new issue.</em></p>',
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ref=repair.name,
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),
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'x_fc_intake_source': 'manual',
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'x_fc_intake_session_id': repair.x_fc_intake_session_id,
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'x_fc_estimated_cost': 0.0,
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'x_fc_actual_cost': 0.0,
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'x_fc_requires_requote': False,
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'x_fc_intake_template_id': False,
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'x_fc_service_catalog_id': False,
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'x_fc_maintenance_contract_id': False,
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})
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repair.message_post(
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body=Markup(_(
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'Spawned follow-up repair <b>%(name)s</b> for "found another issue".'
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)) % {'name': stub.name or ''},
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)
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# M1: issue an inspection certificate when the box is ticked
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# AND the equipment is safety-critical (stairlift / porch lift / power chair).
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if self.issue_inspection_cert:
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self._create_inspection_certificate(repair)
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# M5: burn a pre-paid service plan visit if the client has one and
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# the repair is a maintenance visit. The wizard intentionally does NOT
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# zero out the client's invoice line - the office still posts the
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# invoice; the burn is informational + the office reconciles credits
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# in their accounting flow.
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if not repair.x_fc_is_quote_only:
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self._burn_service_plan_visit(repair)
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# If a stub was spawned, open it directly so the tech can fill in details.
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# Otherwise, if a certificate was issued, jump to it so the tech can print.
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if stub:
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return {
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'type': 'ir.actions.act_window',
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'name': stub.name,
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'res_model': 'repair.order',
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'view_mode': 'form',
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'res_id': stub.id,
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}
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if self.inspection_cert_id:
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return {
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'type': 'ir.actions.act_window',
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'name': self.inspection_cert_id.name,
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'res_model': 'fusion.repair.inspection.certificate',
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'view_mode': 'form',
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'res_id': self.inspection_cert_id.id,
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}
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return {
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'type': 'ir.actions.act_window',
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'name': repair.name,
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'res_model': 'repair.order',
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'view_mode': 'form',
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'res_id': repair.id,
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}
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def _burn_service_plan_visit(self, repair):
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"""M5: deduct one visit from the most-recently-active service plan
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covering this repair. Quietly no-ops if the client has no plan."""
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Plan = self.env['fusion.repair.service.plan.subscription'].sudo()
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sub = Plan.find_for_repair(repair)
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if sub:
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sub.burn_visit(repair)
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def _create_inspection_certificate(self, repair):
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"""M1: create the inspection certificate. Requires a safety-critical
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equipment category - otherwise just logs to chatter and skips."""
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category = repair.x_fc_repair_category_id
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if not category or not category.safety_critical:
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repair.message_post(body=_(
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'Inspection certificate skipped - equipment category is not '
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'flagged as safety_critical. Only stairlifts, porch lifts, '
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'and power wheelchairs receive annual certificates.'
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))
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return
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if not repair.product_id:
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repair.message_post(body=_(
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'Inspection certificate skipped - the repair has no product set.'
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))
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return
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Cert = self.env['fusion.repair.inspection.certificate'].sudo()
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cert = Cert.create({
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'partner_id': repair.partner_id.id,
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'product_id': repair.product_id.id,
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'lot_id': repair.lot_id.id if repair.lot_id else False,
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'repair_order_id': repair.id,
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'inspector_user_id': self.technician_id.id or self.env.uid,
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})
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self.inspection_cert_id = cert
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repair.message_post(body=_(
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'Issued inspection certificate %s (expires %s).'
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) % (cert.name, cert.expiry_date))
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def _create_repair_part_moves(self, repair):
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"""Create stock.move records for each part used (repair_line_type='add').
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Locations follow the repair order's configured source / parts locations;
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Odoo natively links these moves to the SO line generated by
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action_create_sale_order() so they invoice correctly.
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"""
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Move = self.env['stock.move'].sudo()
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for line in self.parts_line_ids:
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if not line.product_id or line.quantity <= 0:
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continue
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vals = {
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'name': line.product_id.display_name,
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'product_id': line.product_id.id,
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'product_uom_qty': line.quantity,
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'product_uom': line.product_id.uom_id.id,
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'repair_id': repair.id,
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'repair_line_type': 'add',
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'location_id': repair.location_id.id,
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'location_dest_id': repair.parts_location_id.id or repair.location_id.id,
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'company_id': repair.company_id.id,
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}
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try:
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Move.create(vals)
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except Exception as e:
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_logger.warning(
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'Could not create repair part move on %s for %s: %s',
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repair.name, line.product_id.display_name, e,
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)
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class RepairVisitReportWizardLine(models.TransientModel):
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_name = 'fusion.repair.visit.report.wizard.line'
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_description = 'Repair Visit Report Wizard - Part Line'
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wizard_id = fields.Many2one(
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'fusion.repair.visit.report.wizard',
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required=True,
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ondelete='cascade',
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)
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product_id = fields.Many2one(
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'product.product',
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string='Part',
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required=True,
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)
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quantity = fields.Float(default=1.0, required=True)
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unit_price = fields.Float(string='Unit Price')
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subtotal = fields.Float(compute='_compute_subtotal', store=True)
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@api.onchange('product_id')
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def _onchange_product_id(self):
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if self.product_id:
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self.unit_price = self.product_id.list_price
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@api.depends('quantity', 'unit_price')
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def _compute_subtotal(self):
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for line in self:
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line.subtotal = line.quantity * line.unit_price
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