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:
@@ -24,6 +24,9 @@ export class FusionRepairsDashboard extends Component {
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recent: [],
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upcoming: [],
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portals: {},
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failures_by_product: [],
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failures_by_symptom: [],
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margin_summary: {},
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});
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onWillStart(async () => {
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@@ -45,6 +48,9 @@ export class FusionRepairsDashboard extends Component {
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this.state.recent = data.recent || [];
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this.state.upcoming = data.upcoming || [];
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this.state.portals = data.portals || {};
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this.state.failures_by_product = data.failures_by_product || [];
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this.state.failures_by_symptom = data.failures_by_symptom || [];
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this.state.margin_summary = data.margin_summary || {};
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} catch (e) {
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this.notification.add(_t("Could not load dashboard data."), {
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type: "danger",
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@@ -112,6 +118,20 @@ export class FusionRepairsDashboard extends Component {
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return value.slice(0, 10);
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}
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formatMoney(value) {
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const v = Number(value || 0);
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return v.toLocaleString("en-CA", {
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style: "currency",
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currency: "CAD",
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maximumFractionDigits: 0,
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});
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}
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formatPercent(value) {
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const v = Number(value || 0);
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return `${v.toFixed(1)}%`;
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}
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urgencyPillClass(urgency) {
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if (urgency === "safety") return "fr-pill fr-pill-safety";
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if (urgency === "urgent") return "fr-pill fr-pill-urgent";
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