Q2 Plan — roots_hemms_spare_parts (Final 1.0)¶

Plan version: Final 1.1 — Q2.1–Q2.8 committed 2026-05-22 Approved: 2026-05-22 Module ID: roots_hemms_spare_parts Layer: 3 (Hospital lens) — wraps OCA Layer 2 module maintenance_stock Status: Q2.1–Q2.8 ✅ committed | Q2.9–Q2.11 pending

0. Executive Summary¶

What we build: A hospital-flavoured spare-parts module on top of OCA maintenance_stock that (a) lets each maintenance.equipment carry a filterable spare-parts template, (b) auto-creates a draft stock.picking when PM cron generates a request, and © gives technicians a dedicated "My Open Requests" view to track their pending pickings with a running Stock Request number.

Why: OCA maintenance_stock provides the picking↔request link but deliberately leaves three gaps that matter for hospital UX — no consumption template, no auto-picking, no maintenance-flavoured tracking. We fill all three at Layer 3.

Effort: 11 commits / ~3 dev sessions, 26 tests target, 5-page docs.

Keystone wins (impact-ranked):

1. ⭐ Auto-draft picking on PM cron (Q2.6) — technician clicks Validate, not New
2. ⭐ My Open Requests view (Q2.8) — self-service tracking with Running No SR/2026/00001
3. ⭐ PM-kind filter on template (Q2.4) — only relevant spares per maintenance kind

License: LGPL-3 over AGPL-3 dependency — compatible at distribution.

Status of open questions: None remaining (all locked in §2).

1. Purpose¶

Hospital BME technicians need to know which spare parts a given piece of equipment may require during repair/PM — and then track each request to completion — without memorising SKUs or asking senior engineers. The module gives equipment master data a configurable spare-part template that auto-flows into a draft picking when a maintenance request is opened, with a dedicated tracking view to follow up.

Scope — in¶

• Vendor OCA maintenance_stock (Layer 2 prerequisite)
• New model hemms.equipment.spare.line (o2m on maintenance.equipment)
• roots_is_critical_spare + roots_name_th on product.template
• Bilingual name_get so EN and TH names both searchable
• Inline qty_available + critical badge in template view
• Auto-propagate equipment criticality red → line roots_is_critical
• Low-stock activity for critical spares
• Auto-create draft picking on PM cron, filtered by request's kind
• Draft picking remains fully editable (add / remove / change qty) until validated — confirmed in Q2.6 behaviour
• Spare summary stat button on equipment form
• Stock Request running no. roots_request_no via ir.sequence code hemms.stock.request (prefix configurable through UI, default SR/%(year)s/ padding 5 → SR/2026/00001)
• Stock Request tracking views (List / Form / Kanban) with computed open/pending fields — default landing = "My Open Requests"
• "Pending Items" stat button on maintenance.request form

Scope — out (deferred)¶

• ❌ "Used last time" pin (F4) — Q3
• ❌ Single-page move-line embed in request form (S5) — Q3
• ❌ "Copy from similar equipment" wizard (S6) — Q3
• ❌ Compatibility guard via product brand m2m (S4) — Q3
• ❌ Auto-reserve stock on stage transition (A2) — Q3
• ❌ Auto-return picking on request cancel (A3) — Q3
• ❌ Track "manual vs template" line origin — Q3 analytics
• ❌ Qty auto-learn (A5), ward cost notification (A7) — Q4+
• ❌ Multi-warehouse routing, PO automation

2. Design decisions (locked)¶

3. Data model¶

maintenance.equipment (inherit)
  ├─ roots_auto_generate_picking (Boolean, default by allow_consumptions)
  ├─ roots_spare_line_ids (o2m → hemms.equipment.spare.line)
  └─ roots_spare_line_count (Integer, computed)

hemms.equipment.spare.line (NEW)
  ├─ equipment_id (m2o → maintenance.equipment, ondelete=cascade)
  ├─ product_id (m2o → product.product, ondelete=restrict)
  ├─ default_qty (Float, default 1.0)
  ├─ kind_ids (m2m → maintenance.kind)         ⭐ filter axis
  ├─ position_note (Char)
  ├─ roots_is_critical (Boolean, computed+stored, writable)
  ├─ qty_available (Float, related, readonly)
  └─ sequence (Integer)

product.template (inherit)
  ├─ roots_is_critical_spare (Boolean)
  └─ roots_name_th (Char)

stock.picking (inherit — Stock Request tracking)
  ├─ roots_request_no (Char, readonly, copy=False, index=True, tracking=True)
  ├─ roots_is_open (Boolean, computed+stored)
  ├─ roots_pending_line_count (Integer, computed)
  ├─ roots_qty_progress (Float, computed)        sum(quantity)/sum(uom_qty)*100
  ├─ roots_pending_qty_total (Float, computed)
  └─ roots_scheduled_overdue (Boolean, computed)

ir.sequence (data record, NOT hardcoded)
  ├─ code   : "hemms.stock.request"
  ├─ name   : "HEMMS Stock Request"
  ├─ prefix : "SR/%(year)s/"
  ├─ padding: 5
  └─ company_id: False

4. Development Plan (11 steps)¶

Dependencies: maintenance_stock (OCA — to vendor), roots_hemms_pm, roots_hemms_asset_master, roots_hemms_criticality, stock, mail.

5. View specifications (Q2.8 detail)¶

5.1 Menu structure¶

Maintenance
└─ Operations
   └─ Stock Requests (ใบเบิก)
      ├─ My Open Requests          ← default landing (D7)
      ├─ All My Requests
      ├─ Team Open
      └─ Backorders
└─ Configuration
   └─ Stock Request Sequence       ← ir.sequence shortcut

5.2 List view (default = My Open Requests)¶

• Default filter: state ∉ done/cancel AND mine
• Default group by: State
• Decoration: row in red when roots_scheduled_overdue=True

5.3 Form view — "Pending Items" notebook tab¶

• Filter: shows only moves where state ∉ (done, cancel)
• Header shows roots_request_no prominently + state badge + progress bar

5.4 Kanban view¶

• Columns by state: Draft / Waiting / Ready / Partial / Done (Partial column hidden by default)
• Card: equipment thumbnail, request no, item count, progress bar, overdue badge

5.5 Search filters¶

• ☑ Mine (user_id=uid OR create_uid=uid)
• ☑ Open Only (state ∉ done, cancel)
• ☐ Overdue (scheduled_date < today AND roots_is_open)
• ☐ Backorders (backorder_id != False)
• ☐ Has Critical Spare (mapped("move_ids.product_id.roots_is_critical_spare") contains True)
• ☐ Scheduled This Week
• Group by: State / Equipment / Kind / Scheduled Date

5.6 "Pending Items" stat button on maintenance.request¶

Adds a 4^th stat button beside OCA's 3 (Picking list / Stock Moves / Product Moves):

[ Picking list ]  [ Stock Moves ]  [ Product Moves ]  [ Pending Items ⭐ ]
       3                8                              5

Opens a list of stock.move where picking_id.maintenance_request_id=request.id AND state ∉ done, cancel.

6. UX features captured¶

7. Test Cases (26)¶

Unit (test_spare_unit.py) — 9 tests¶

Integration (test_spare_integration.py) — 17 tests¶

Acceptance smoke (manual)¶

1. Setup ventilator → criticality=red → allow_consumptions=True → add 3 template lines (Filter ×1 kind=Filter Replacement, Battery ×1 kind=Battery, Sensor ×1 kind=Calibration)
2. Attach maintenance.plan kind=Filter Replacement, interval=3 months
3. Run PM cron manually
4. Verify: request in PM Scheduled stage; draft picking attached with roots_request_no=SR/2026/00001 containing only the Filter line
5. Open "My Open Requests" menu → see SR/2026/00001 with progress 0%
6. Open picking → "Pending Items" tab → see Filter line with Pending=1
7. Add an unscheduled Battery line → save → Pending=2
8. Validate → state=done → row disappears from "My Open Requests"
9. If Filter qty falls below min → activity on BME Manager

8. Open questions¶

None. Module name, scope, data model, design decisions (D1–D8), sequence format, and default landing view all confirmed 2026-05-22.

9. Resume checklist¶

Completed (as of 2026-05-22): Q2.1–Q2.8 all committed on main.

Next session starts at Q2.9:

1. Read this file (v1.1)
2. Run tests from §7 — implement tests/test_spare_unit.py + tests/test_spare_integration.py
3. Commit as test(spare): add unit + integration tests [Q2.9]
4. Proceed to Q2.10 (docs) and Q2.11 (demo data) to close out Q2