638b223d3b
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>
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': '19.0.1.6.0',
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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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