Reporting Models

ClosurePack

Bundles all artifacts for a completed installation into a single package for OEM submission.

Field	Type	Constraints	Description
id	UUIDField	PK, default=uuid4	Primary key
installation	OneToOneField(Installation)	not null, on_delete=PROTECT	Linked installation
lead	ForeignKey(Lead)	not null, on_delete=PROTECT	Back-reference to lead
survey_report	ForeignKey(SurveyReport)	not null, on_delete=PROTECT	Included survey report
installation_report	ForeignKey(InstallationReport)	not null, on_delete=PROTECT	Included installation report
compiled_by	ForeignKey(User)	not null, on_delete=PROTECT	OEM Reporting staff who compiled
confirmation_call_completed	BooleanField	default=False	Post-installation confirmation call done
status	CharField(20)	choices: `draft`, `compiled`, `submitted`, `accepted`, `rejected`	Pack lifecycle state
submitted_to_oem_at	DateTimeField	nullable	When submitted to OEM
oem_response	CharField(20)	choices: `pending`, `accepted`, `revision_needed`, default=’pending’	OEM feedback status
created_at	DateTimeField	auto_now_add	Creation timestamp

Aggregate report for a specific OEM covering one week.

Field	Type	Constraints	Description
id	UUIDField	PK, default=uuid4	Primary key
oem	ForeignKey(User)	not null, on_delete=PROTECT	Target OEM
week_start	DateField	not null	Report period start (Monday)
week_end	DateField	not null	Report period end (Sunday)
total_leads	IntegerField	not null	Leads received in period
surveys_completed	IntegerField	not null	Surveys completed in period
installations_completed	IntegerField	not null	Installations completed in period
closure_packs_submitted	IntegerField	not null	Closure packs submitted in period
report_file	FileField	nullable, upload_to=’reports/weekly/’	Generated report file (PDF)
submitted_at	DateTimeField	nullable	When submitted to OEM
created_at	DateTimeField	auto_now_add	Generation timestamp

Unique constraint: (oem, week_start)

Extended monthly aggregate with financial and performance metrics.

Field	Type	Constraints	Description
id	UUIDField	PK, default=uuid4	Primary key
oem	ForeignKey(User)	not null, on_delete=PROTECT	Target OEM
month	DateField	not null	First day of the report month
total_leads	IntegerField	not null	Leads received in month
surveys_completed	IntegerField	not null	Surveys completed
installations_completed	IntegerField	not null	Installations completed
closure_packs_submitted	IntegerField	not null	Closure packs submitted
total_revenue	DecimalField(12,2)	nullable	Total revenue for the month
average_installation_time_days	DecimalField(5,1)	nullable	Avg days from lead to installation
sla_compliance_rate	DecimalField(5,2)	nullable	Percentage of jobs meeting SLA
report_file	FileField	nullable, upload_to=’reports/monthly/’	Generated report file (PDF)
submitted_at	DateTimeField	nullable	When submitted to OEM
created_at	DateTimeField	auto_now_add	Generation timestamp

Unique constraint: (oem, month)

Tracks the act of submitting any report type to an OEM.

Field	Type	Constraints	Description
id	UUIDField	PK, default=uuid4	Primary key
report_type	CharField(20)	choices: `weekly`, `monthly`, `closure_pack`	What was submitted
report_id	UUIDField	not null	ID of the report object (polymorphic reference)
submitted_by	ForeignKey(User)	not null, on_delete=PROTECT	OEM Reporting staff
oem	ForeignKey(User)	not null, on_delete=PROTECT	Target OEM
submitted_at	DateTimeField	auto_now_add	Submission timestamp
acknowledged	BooleanField	default=False	OEM acknowledged receipt

Indexes: report_type, oem, submitted_at