feat(fusion_repairs): Bundle 6 - M7 failure analytics + M9 margin per repair
M9 margin per repair
- New non-stored computes on repair.order: x_fc_revenue, x_fc_labour_cost,
x_fc_parts_cost, x_fc_margin, x_fc_margin_pct.
- Revenue: sum of posted out_invoice.amount_untaxed on the repair's sale
order (handles partial / multi invoice scenarios).
- Labour: sum of (task.duration_hours x technician.x_fc_tech_cost_rate)
over COMPLETED visits only - avoids counting scheduled-but-not-done time.
- Parts: sum of standard_price x qty for stock moves where
repair_line_type='add' (parts consumed, not removed).
- New 'Margin' notebook tab on repair.order form, manager-group gated.
M7 failure analytics on the dashboard
- Three new keys in get_dashboard_data():
* failures_by_product - top 8 products by repair_count in last 90 days
via _read_group (efficient - no record load)
* failures_by_symptom - top 8 x_fc_issue_category values
* margin_summary - revenue/labour/parts/margin/margin_pct + sample_size
over the same 90-day window
- Three new tiles on the OWL dashboard 'Last 90 Days' section:
Margin Summary (revenue/labour/parts/margin breakdown),
Failure Rate by Product, Failure Rate by Symptom.
- New formatMoney + formatPercent helpers on the dashboard JS so values
display as 'CAD 12,345' rather than raw floats.
Verified end-to-end on local westin-v19:
Dashboard returned all 9 expected keys.
Top product: 'M6 X 27 THREADED BARREL' (2 repairs) - actual test data.
Margin summary over 26 repairs (dev has $0 invoices so values 0.0,
but the compute path is exercised and shapes are correct).
Bumped to 19.0.1.6.0.
Co-authored-by: Cursor <cursoragent@cursor.com>
This commit is contained in:
@@ -163,6 +163,63 @@ class RepairOrder(models.Model):
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'long-running repair (M3). Avoids re-posting daily.',
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)
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# ------------------------------------------------------------------
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# M9 - Margin per repair (revenue - labour cost - parts cost)
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# All non-stored computes; surfaced in the M7 analytics dashboard.
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# ------------------------------------------------------------------
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x_fc_revenue = fields.Monetary(
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string='Revenue',
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currency_field='company_currency_id',
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compute='_compute_margin',
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help='Sum of posted invoice totals for the repair sale order.',
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)
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x_fc_labour_cost = fields.Monetary(
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string='Labour Cost',
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currency_field='company_currency_id',
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compute='_compute_margin',
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help='Sum of (hours x technician cost rate) over all completed visits.',
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)
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x_fc_parts_cost = fields.Monetary(
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string='Parts Cost',
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currency_field='company_currency_id',
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compute='_compute_margin',
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help='Sum of standard_price for parts consumed via repair operations.',
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)
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x_fc_margin = fields.Monetary(
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string='Margin',
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currency_field='company_currency_id',
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compute='_compute_margin',
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help='Revenue - labour cost - parts cost.',
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)
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x_fc_margin_pct = fields.Float(
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string='Margin %',
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compute='_compute_margin',
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)
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def _compute_margin(self):
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for r in self:
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revenue = 0.0
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if r.sale_order_id and hasattr(r.sale_order_id, 'invoice_ids'):
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for inv in r.sale_order_id.invoice_ids.filtered(
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lambda m: m.state == 'posted' and m.move_type == 'out_invoice'
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):
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revenue += inv.amount_untaxed or 0.0
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labour = 0.0
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for task in r.x_fc_technician_task_ids:
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if task.status != 'completed':
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continue
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rate = task.technician_id.x_fc_tech_cost_rate or 0.0
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labour += (task.duration_hours or 0.0) * rate
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parts = 0.0
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for move in r.move_ids.filtered(lambda m: m.repair_line_type == 'add'):
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parts += (move.product_id.standard_price or 0.0) * (move.product_uom_qty or 0.0)
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r.x_fc_revenue = revenue
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r.x_fc_labour_cost = labour
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r.x_fc_parts_cost = parts
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margin = revenue - labour - parts
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r.x_fc_margin = margin
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r.x_fc_margin_pct = (margin / revenue * 100) if revenue else 0.0
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def write(self, vals):
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# H2: stamp x_fc_done_at the first time state transitions to 'done'
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# so the NPS cron has a stable timestamp (write_date moves on every
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