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feat(fusion_repairs): Bundle 6 - M7 failure analytics + M9 margin per repair

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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:
gsinghpal
2026-05-21 00:21:57 -04:00
parent f463600585
commit 638b223d3b
6 changed files with 240 additions and 2 deletions
Download Patch File Download Diff File Expand all files Collapse all files

2
fusion_repairs/__manifest__.py
View File

@@ -4,7 +4,7 @@
{ {
'name': 'Fusion Repairs', 'name': 'Fusion Repairs',
'version': '19.0.1.5.0', 'version': '19.0.1.6.0',
'category': 'Inventory/Repairs', 'category': 'Inventory/Repairs',
'summary': 'Guided medical equipment repair intake, dispatch, maintenance, and self-service portal', 'summary': 'Guided medical equipment repair intake, dispatch, maintenance, and self-service portal',
'description': """ 'description': """

60
fusion_repairs/models/repair_dashboard.py
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@@ -9,7 +9,7 @@ recent activity, and upcoming maintenance. Lives as an AbstractModel
because it stores nothing - all values are computed on demand. because it stores nothing - all values are computed on demand.
""" """
from datetime import timedelta from datetime import datetime, timedelta
from odoo import api, fields, models from odoo import api, fields, models
@@ -121,6 +121,61 @@ class FusionRepairDashboard(models.AbstractModel):
'sales_rep_portal_url': base_url + '/my/repair/new', 'sales_rep_portal_url': base_url + '/my/repair/new',
} }
# ---------------- M7: failure-rate analytics ----------------
# Top products by repair count in the last 90 days (excludes draft).
ninety = datetime.now() - timedelta(days=90)
failure_rows = Repair._read_group(
[
('create_date', '>=', ninety),
('product_id', '!=', False),
('state', '!=', 'cancel'),
],
['product_id'],
['__count'],
order='__count desc',
limit=8,
)
failures_by_product = [{
'product_id': p.id,
'product_name': p.display_name,
'repair_count': c,
} for p, c in failure_rows]
# Top symptom categories (issue_category) in the last 90 days.
symptom_rows = Repair._read_group(
[
('create_date', '>=', ninety),
('x_fc_issue_category', '!=', False),
('state', '!=', 'cancel'),
],
['x_fc_issue_category'],
['__count'],
order='__count desc',
limit=8,
)
failures_by_symptom = [{
'symptom': s or 'Other',
'repair_count': c,
} for s, c in symptom_rows]
# M9: margin summary (open + done in the last 90 days).
margin_rows = self.env['repair.order'].search([
('create_date', '>=', ninety),
('state', '!=', 'cancel'),
])
total_revenue = sum(margin_rows.mapped('x_fc_revenue'))
total_labour = sum(margin_rows.mapped('x_fc_labour_cost'))
total_parts = sum(margin_rows.mapped('x_fc_parts_cost'))
total_margin = total_revenue - total_labour - total_parts
margin_summary = {
'revenue': total_revenue,
'labour_cost': total_labour,
'parts_cost': total_parts,
'margin': total_margin,
'margin_pct': (total_margin / total_revenue * 100) if total_revenue else 0.0,
'sample_size': len(margin_rows),
}
return { return {
'stats': stats, 'stats': stats,
'urgency_breakdown': urgency_breakdown, 'urgency_breakdown': urgency_breakdown,
@@ -128,4 +183,7 @@ class FusionRepairDashboard(models.AbstractModel):
'recent': recent, 'recent': recent,
'upcoming': upcoming, 'upcoming': upcoming,
'portals': portals, 'portals': portals,
'failures_by_product': failures_by_product,
'failures_by_symptom': failures_by_symptom,
'margin_summary': margin_summary,
} }

57
fusion_repairs/models/repair_order.py
View File

@@ -163,6 +163,63 @@ class RepairOrder(models.Model):
'long-running repair (M3). Avoids re-posting daily.', 'long-running repair (M3). Avoids re-posting daily.',
) )
# ------------------------------------------------------------------
# M9 - Margin per repair (revenue - labour cost - parts cost)
# All non-stored computes; surfaced in the M7 analytics dashboard.
# ------------------------------------------------------------------
x_fc_revenue = fields.Monetary(
string='Revenue',
currency_field='company_currency_id',
compute='_compute_margin',
help='Sum of posted invoice totals for the repair sale order.',
)
x_fc_labour_cost = fields.Monetary(
string='Labour Cost',
currency_field='company_currency_id',
compute='_compute_margin',
help='Sum of (hours x technician cost rate) over all completed visits.',
)
x_fc_parts_cost = fields.Monetary(
string='Parts Cost',
currency_field='company_currency_id',
compute='_compute_margin',
help='Sum of standard_price for parts consumed via repair operations.',
)
x_fc_margin = fields.Monetary(
string='Margin',
currency_field='company_currency_id',
compute='_compute_margin',
help='Revenue - labour cost - parts cost.',
)
x_fc_margin_pct = fields.Float(
string='Margin %',
compute='_compute_margin',
)
def _compute_margin(self):
for r in self:
revenue = 0.0
if r.sale_order_id and hasattr(r.sale_order_id, 'invoice_ids'):
for inv in r.sale_order_id.invoice_ids.filtered(
lambda m: m.state == 'posted' and m.move_type == 'out_invoice'
):
revenue += inv.amount_untaxed or 0.0
labour = 0.0
for task in r.x_fc_technician_task_ids:
if task.status != 'completed':
continue
rate = task.technician_id.x_fc_tech_cost_rate or 0.0
labour += (task.duration_hours or 0.0) * rate
parts = 0.0
for move in r.move_ids.filtered(lambda m: m.repair_line_type == 'add'):
parts += (move.product_id.standard_price or 0.0) * (move.product_uom_qty or 0.0)
r.x_fc_revenue = revenue
r.x_fc_labour_cost = labour
r.x_fc_parts_cost = parts
margin = revenue - labour - parts
r.x_fc_margin = margin
r.x_fc_margin_pct = (margin / revenue * 100) if revenue else 0.0
def write(self, vals): def write(self, vals):
# H2: stamp x_fc_done_at the first time state transitions to 'done' # H2: stamp x_fc_done_at the first time state transitions to 'done'
# so the NPS cron has a stable timestamp (write_date moves on every # so the NPS cron has a stable timestamp (write_date moves on every

20
fusion_repairs/static/src/components/dashboard/dashboard.js
View File

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

88
fusion_repairs/static/src/components/dashboard/dashboard.xml
View File

@@ -211,6 +211,94 @@
</div> </div>
</div> </div>
<!-- Analytics (M7 + M9) -->
<div class="fr-section-title">Last 90 Days</div>
<div class="fr-grid fr-grid-lists">
<div class="fr-list">
<h3><i class="fa fa-line-chart me-2"/>Margin Summary</h3>
<t t-if="!state.margin_summary or !state.margin_summary.sample_size">
<div class="fr-list-empty">No data yet for the last 90 days</div>
</t>
<t t-if="state.margin_summary and state.margin_summary.sample_size">
<div class="fr-list-row">
<div class="fr-list-main">
<span class="fr-list-title">Revenue</span>
<span class="fr-list-sub">Posted invoices on repair SOs</span>
</div>
<span class="fr-list-meta">
<t t-out="formatMoney(state.margin_summary.revenue)"/>
</span>
</div>
<div class="fr-list-row">
<div class="fr-list-main">
<span class="fr-list-title">Labour Cost</span>
<span class="fr-list-sub">Hours x tech cost rate</span>
</div>
<span class="fr-list-meta">
- <t t-out="formatMoney(state.margin_summary.labour_cost)"/>
</span>
</div>
<div class="fr-list-row">
<div class="fr-list-main">
<span class="fr-list-title">Parts Cost</span>
<span class="fr-list-sub">Standard price of consumed parts</span>
</div>
<span class="fr-list-meta">
- <t t-out="formatMoney(state.margin_summary.parts_cost)"/>
</span>
</div>
<div class="fr-list-row" style="border-top:2px solid #d8dadd;">
<div class="fr-list-main">
<span class="fr-list-title">Margin</span>
<span class="fr-list-sub">
<t t-out="formatPercent(state.margin_summary.margin_pct)"/>
on <t t-out="state.margin_summary.sample_size"/> repairs
</span>
</div>
<span class="fr-list-meta" style="font-weight:600;">
<t t-out="formatMoney(state.margin_summary.margin)"/>
</span>
</div>
</t>
</div>
<div class="fr-list">
<h3><i class="fa fa-bar-chart me-2"/>Failure Rate by Product</h3>
<t t-if="state.failures_by_product.length === 0">
<div class="fr-list-empty">No repairs in the last 90 days</div>
</t>
<t t-foreach="state.failures_by_product" t-as="p" t-key="p.product_id">
<div class="fr-list-row">
<div class="fr-list-main">
<span class="fr-list-title"><t t-out="p.product_name"/></span>
</div>
<span class="fr-list-meta">
<t t-out="p.repair_count"/>
</span>
</div>
</t>
</div>
</div>
<div class="fr-grid fr-grid-lists">
<div class="fr-list">
<h3><i class="fa fa-tags me-2"/>Failure Rate by Symptom</h3>
<t t-if="state.failures_by_symptom.length === 0">
<div class="fr-list-empty">No symptoms tagged in the last 90 days</div>
</t>
<t t-foreach="state.failures_by_symptom" t-as="s" t-key="s.symptom">
<div class="fr-list-row">
<div class="fr-list-main">
<span class="fr-list-title"><t t-out="s.symptom"/></span>
</div>
<span class="fr-list-meta">
<t t-out="s.repair_count"/>
</span>
</div>
</t>
</div>
</div>
<!-- Configuration --> <!-- Configuration -->
<div class="fr-section-title">Configuration</div> <div class="fr-section-title">Configuration</div>
<div class="fr-grid fr-grid-config"> <div class="fr-grid fr-grid-config">

15
fusion_repairs/views/repair_order_views.xml
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@@ -114,6 +114,21 @@
<page string="AI Brief" name="fusion_ai" invisible="not x_fc_ai_summary"> <page string="AI Brief" name="fusion_ai" invisible="not x_fc_ai_summary">
<field name="x_fc_ai_summary" readonly="1"/> <field name="x_fc_ai_summary" readonly="1"/>
</page> </page>
<page string="Margin" name="fusion_margin"
groups="fusion_repairs.group_fusion_repairs_manager">
<group>
<group>
<field name="x_fc_revenue" widget="monetary"/>
<field name="x_fc_labour_cost" widget="monetary"/>
<field name="x_fc_parts_cost" widget="monetary"/>
</group>
<group>
<field name="x_fc_margin" widget="monetary"/>
<field name="x_fc_margin_pct" widget="float" digits="[12,1]"/>
<field name="company_currency_id" invisible="1"/>
</group>
</group>
</page>
</xpath> </xpath>
</field> </field>