CMMS on CAP-686: UI sample vs built

Branch CAP-686 (with development merged) in backendApi, capExpertApp and dbMigrations, compared with the Captain V11 UI sample · checked 14 Oct 2026

Status: most of the CMMS tab is built and runs on real data. CAP-686 brings the CMMS tab back on Inventory and wires every surface to real API endpoints. Of the 17 pieces in the UI sample, 9 are built, 5 are partial and 3 are not built. There is one schema migration.

Before merge: regenerate the swagger client (the local copy is out of date, so the front end won’t compile without it), fix the bugs listed under Issues found, and add tests. The branch has none.

9 · 5 · 3of the 17 UI-sample pieces built · partial · not built

1 migration1 new table (work_order_activities), 13 new columns on work_orders, and new columns on 3 other tables

26 endpoints9 work orders · 13 CMMS · 4 parts POs; plus 6 CMMS reports on the report pipeline

0 testsno spec files on the branch

About the UI sample. The Vercel site is a design sample, not built from our code. Every number in it is mock data. Here it is only the target design that our code is compared against.

UI sample vs CAP-686, piece by piece

Built in place Built, differs in place with a deliberate difference Partial part of it Not built nothing yet

#	UI sample piece	Status	On CAP-686
1	CMMS tab under Inventory	Built	Visible to accounts with the existing `camp.manage_inventory.biomed` feature, which existing accounts already have. Deep link `?view=biomed`; a work-order notification opens `?view=biomed&wo=<id>`.
2	KPI tiles	Partial	Total Assets (OEM / HTM), Contract Coverage %, PM Overdue (within 30 / 60 days), High-Risk Assets (≥ 40%). The fifth tile is Open Work Orders instead of No WO History. Every tile drills down when clicked. All tiles count only assets that have a work order, not the whole fleet.
3	Warranty banner with Review coverage options	Built, differs	Also counts service contracts: “N OEM warranties and N service contracts ending in the next 90 days”. The button opens the asset list filtered to expiring coverage.
4	Assets / Work Orders toggle and the Grouped accordions	Partial	4 groups: PM Overdue, High-Risk, HTM Covered, OEM Covered. There is no No WO History group. Each group shows 8 rows, then “+N more”. Assets list columns: Tag, Asset, Facility, Coverage, Coverage ends, PM, Replace.
5	Work order table: WO #, Asset, Type, Status, Stage, Assigned, Facility, Due	Built	All 8 columns, with the 3-dot stage. Server-side paging and sorting.
6	Saved views	Built, differs	All, Critical, Escalated, Assigned to me, This week’s PM, plus an extra Unassigned view. They are real filters: Critical means Urgent, Escalated, or overdue and not closed. Assigned to me means the signed-in user.
7	Type and Status filters, search, “Filtered by” chips	Built	Single-select header filters. Search covers WO number, description, asset, model, manufacturer, serial, assignee and facility.
8	Work order drawer	Partial	Built: stage stepper, asset tag and location (facility, floor, department, room), requester, details, PM schedule with the electrical safety result, SLA window, service contract, activity timeline, parts and materials, Add to calendar, Re-assign, Update Status. Uptime YTD is not built. “Last-seen location” is the asset’s assigned location, not a sighting.
9	Update Status	Partial	Status, stage, “Closed because” (completed / cancelled) and a note, which goes into the timeline. Of the quick actions, only Order part is built, and it only opens the drawer’s parts section. User manual and Intended use are not built.
10	New Work Order	Built, differs	Asset search (top 6), free-text asset, facility, type, priority, due date, description. It adds PM and contract cards, a warning when the asset already has an open WO, and a revenue-driver warning. Assigned To is optional: Unassigned, the 3 least-loaded techs, or any other tech from a paged list. Tech chips show open and active counts, not Light / Steady / Heavy.
11	Parts & POs	Not built	No screen; the old sub-tab was removed. The `/parts-pos` API is still there, and parts show read-only in the drawer.
12	Team Stats panel	Partial	SLA at risk, open / active / done this week, WOs closed per day over 7 days, tech cards, team performance (avg close time, first-fix rate, PM on-time, backlog) against fixed targets, and backlog by type. No Light / Steady / Heavy label. A Manage button for user managers.
13	Intake Asset	Built	All fields, with a floor → department → room picker. Creates a real inventory row.
14	Retire Assets	Built	Paste or CSV, up to 500 IDs. A live preview warns about an active contract, open WOs, recalls and overdue PM. Records `retired_at` / `retired_by` plus a history row. The “schedule a reminder” and “email the list” options are not built.
15	Generate Report	Built	All 6 reports on the existing report pipeline, in the same formats as the sample: Joint Commission (PDF, XLSX), DNV GL (PDF, XLSX), State Survey (PDF), 90-day PM compliance (PDF, XLSX, CSV), FDA recalls (PDF, XLSX), contract coverage (XLSX, CSV).
16	“Viewing as” role switcher	Not built	Access is controlled by the feature flag instead.
17	`/cmms-dashboard`	Not built	No page. Team Stats covers part of it: first-fix rate, PM on-time, average close time and team load. Missing: SLA compliance %, PM completion %, labor cost per hour (no labor data in the schema), and the action feed.
—	Asset check (nurse, read-only)	Not built	It was added on this branch and then removed. `GET /cmms/asset-check` remains, used only by New Work Order.
—	CMMS map (not in the sample)	Built	The Map view on the CMMS tab shows facilities whose assets have work orders.

Values

The work-order values now match the UI sample. The migration converts any existing rows: Repair → CM, Calibration → IN, In Progress → Open at First Touch, Completed or Cancelled → Closed with a reason.

Field	Values	vs UI sample
Type	PM, CM, IN, Install, Project, Other (default PM)	Same
Status	Open, Under Customer, Escalated, Closed	Same
Stage	Assigned, First Touch, Resolution (default Assigned)	Same
Priority	Urgent, High, Medium, Low	Same
Closed reason	completed, cancelled	New; the sample has none
Activity action	created, assigned, reassigned, stage_changed, status_changed, note, escalated, closed, reopened	Matches the sample’s timeline
WO number	`WO-{accountId}-00001`	Sample uses `WO-2401`
PO status	Ordered, Backordered, Delivered, Cancelled	Sample has no Cancelled

Database

Full table changes and structures: CMMS tables →

One migration, 20261009104038-cmms-tab.js, runs in a single transaction and has a full down. It was applied cleanly to the local database on 14 Oct. No later development migration touches the risk functions it rewrites.

Table	Change
`work_order_activities`	New. The drawer’s activity timeline, append-only.
`work_orders`	13 new columns: stage, closer, requester, SLA and typed-in asset. Values converted as above.
`users`	`is_technician`, `technician_title`, `technician_capacity`. Users who already have work orders assigned are flagged.
`service_contracts`	`coverage_source`: oem, third_party or self. Empty means derive it from vendor vs manufacturer.
`camp_inventory_items`	`retired_at`, `retired_by`. The risk function returns `Retired` for assets the bulk retire marks.
`parts_pos`	Unchanged. `vendor_name` is still free text.

`work_orders` (30 columns)

Column	Type	Null	Default	Notes
`id`	integer	no	serial	PK
`account_id`	integer	no		FK → `accounts`
`inventory_id`	integer	yes		FK → `camp_inventory_items` (the asset), on delete set null
`asset_name` new	varchar(255)	yes		the asset as typed; the only reference when there is no inventory link
`work_order_number`	varchar(64)	no		unique per account
`type`	varchar(48)	no	`'PM'`	PM, CM, IN, Install, Project, Other
`priority`	varchar(24)	no	`'Medium'`	Urgent, High, Medium, Low
`status`	varchar(24)	no	`'Open'`	Open, Under Customer, Escalated, Closed
`stage` new	varchar(32)	no	`'Assigned'`	Assigned, First Touch, Resolution
`assignee_user_id`	integer	yes		FK → `users` (the technician)
`opened_at`	timestamptz	no	now
`due_at`	timestamptz	yes
`closed_at`	timestamptz	yes
`closed_reason` new	varchar(32)	yes		completed or cancelled
`closed_by` new	integer	yes		FK → `users`, on delete set null
`requested_by_user_id` new	integer	yes		FK → `users`, on delete set null
`requested_by_name` new	varchar(150)	yes
`requested_by_title` new	varchar(150)	yes
`requested_by_email` new	varchar(255)	yes
`requested_by_phone` new	varchar(50)	yes
`sla_hours` new	integer	yes		hours from `opened_at` until the SLA window closes (API accepts 1–720)
`escalated_at` new	timestamptz	yes
`escalation_target` new	varchar(120)	yes		for example “OEM · Level 2 Tech”
`description`	text	yes
`notes`	text	yes
`created_by`	integer	yes		FK → `users`
`updated_by` new	integer	yes		FK → `users`, on delete set null
`created_at`, `updated_at`	timestamptz	no	now
`deleted_at`	timestamptz	yes		soft delete

`work_order_activities` (new, 9 columns)

Column	Type	Null	Default	Notes
`id`	bigint	no	serial	PK
`account_id`	integer	no		FK → `accounts`, on delete cascade
`work_order_id`	integer	no		FK → `work_orders`, on delete cascade
`action`	varchar(32)	no		created, assigned, reassigned, stage_changed, status_changed, note, escalated, closed, reopened
`from_value`, `to_value`	text	yes		the value before and after
`note`	text	yes
`actor_user_id`	integer	yes		FK → `users`, on delete set null
`created_at`	timestamptz	no	now

The analytics role reads both work_orders and work_order_activities per account only.

`parts_pos` (unchanged, 19 columns)

Column	Type	Null	Default	Notes
`id`	integer	no	serial	PK
`account_id`	integer	no		FK → `accounts`
`po_number`	varchar(64)	no		unique per account
`part_number`	varchar(128)	yes
`description`	text	yes
`vendor_name`	varchar(255)	yes		free text; there is no vendors table
`quantity`	integer	no	`1`
`unit_cost`	decimal(12,2)	yes
`status`	varchar(24)	no	`'Ordered'`	Ordered, Backordered, Delivered, Cancelled
`ordered_at`	timestamptz	no	now
`expected_at`, `received_at`	timestamptz	yes
`linked_inventory_id`	integer	yes		FK → `camp_inventory_items`, on delete set null
`linked_work_order_id`	integer	yes		FK → `work_orders`, on delete set null
`notes`	text	yes
`created_by`	integer	yes		FK → `users`
`created_at`, `updated_at`	timestamptz	no	now
`deleted_at`	timestamptz	yes		soft delete

New columns on other tables

Column	Type	Null	Default	Notes
`users.is_technician`	boolean	no	`false`	shows the user in technician pickers and Team Stats
`users.technician_title`	varchar(100)	yes		for example “Sr. Biomed Tech”; falls back to the job title
`users.technician_capacity`	smallint	no	`6`	open + active WOs that count as a full load; stored but not used by any endpoint yet
`service_contracts.coverage_source`	varchar(20)	yes		oem, third_party, self
`camp_inventory_items.retired_at`	timestamptz	yes		when the CMMS retire archived the asset
`camp_inventory_items.retired_by`	integer	yes		FK → `users`, on delete set null

Reused, not new

PM schedule: the PM columns on camp_inventory_items (pm_schedule, pm_interval, pm_status, pm_vendor_name, last_service_date, next_service_date and others). PM Overdue uses next_service_date.
Location: the existing location, floor, department and room data. Asset tag: the asset’s QR code or biomed ID.
Service history: service_histories, imported from customers’ own CMMS exports.
Retire audit: one inventory_historical_records row per retired asset.

API endpoints

All are in the primary role, behind sign-in plus the camp.manage_inventory.biomed feature. All are backed by the database; none is stubbed.

Work orders

Endpoint	On this branch	What it does
`GET /work-orders`	changed	Paged list: search, saved view, type, status, stage, priority, assignee, facility, due range, sorting
`POST /work-orders`	changed	Create. Typed-in asset, requester and SLA fields. Safe numbering under a per-account lock
`GET /work-orders/:id`	new	Drawer data: requester, SLA, asset and location, PM, contract, parts, timeline (newest 200)
`POST /work-orders/:id/status`	new	Change status (and stage), with a closed reason and a note
`POST /work-orders/:id/assign`	new	Assign or reassign a technician; sends a notification
`POST /work-orders/:id/stage`	new	Change the stage
`POST /work-orders/:id/notes`	new	Add a note to the timeline
`PATCH /work-orders/:id`	changed	Edit fields
`POST /work-orders/:id/close`	changed	Close as completed

CMMS (all new)

Endpoint	What it does
`POST /cmms/summary`	KPI tiles, banner counts and group totals
`POST /cmms/assets`	Asset list or one group’s rows, paged
`POST /cmms/map`	Facilities for the map view
`POST /cmms/assets/search`	New Work Order’s asset search (top 6)
`GET /cmms/team-stats`	Team Stats panel
`GET /cmms/technicians`	Technicians with open / active / done, least loaded first, paged
`GET /cmms/technicians/candidates`	Users who can be made technicians (user managers only)
`GET /cmms/technicians/:userId`	One technician
`PUT /cmms/technicians/:userId`	Turn technician on or off and set the title (user managers only)
`POST /cmms/intake`	Create an asset from the Intake dialog
`POST /cmms/retire/preview`	Match up to 500 IDs and return warnings
`POST /cmms/retire`	Retire the matched assets and record the audit
`GET /cmms/asset-check`	One asset’s PM, contract, open WOs, recalls and risk, for New Work Order

Parts POs and reports

GET / POST /parts-pos, PATCH /parts-pos/:id, POST /parts-pos/:id/receive: unchanged apart from the feature guard and status enum. The UI doesn’t use them.
6 CMMS reports are registered on the existing report pipeline, so there is no new route. The only parameter is facility scope.
The older /manage-inventory-v2/technicians, /vendor-performance and /pm-schedule routes are still there. The UI no longer uses them, and /technicians overlaps /cmms/technicians.

Front end

Where: src/app/modules/manage-inventory/cmms/, holding the tab, 9 components, 7 dialogs, 4 services and cmms.model.ts. There are no new routes.
Dialogs: New Work Order, Update Status, Re-assign, Intake Asset, Retire Assets, Report, Manage technicians.
Header buttons: shown in full from 1400 px wide, in a “⋯” menu below that.
Technicians: flagged in user management (a Technicians filter and a Tech chip). The CMMS settings block is on the user form.
Removed: the old PM Schedule, Analytics (vendor performance) and Parts & POs sub-tabs, the old New Work Order dialog, and the “coming soon” PM export.
Data: every number comes from the API. There are no mock arrays, no TODOs and no lint suppressions in the diff.
Docs: docs/cmms/README.md plus nine plan files.

Issues found

#	Issue	Effect	Where
1	Swagger client is out of date	The front end imports CMMS client code that isn’t generated yet. It won’t compile until `npm run swagger` runs against a CAP-686 API.	capExpertApp `src/swagger`
2	No tests	No spec files for cmms, work-orders or parts-pos. One comment even refers to a spec that doesn’t exist.	backendApi
3	No WO History is always 0	Every CMMS query first keeps assets that have a work order, then this count asks for assets with none. The UI no longer shows it; the API still returns it.	`cmms.service.ts:214`, `:266`; `cmms.assets.sql.ts:32-33`
4	KPIs cover only assets with a work order	A new account, or one with few WOs, sees near-empty tiles, banner and groups. Coverage % and PM Overdue are not for the whole fleet.	`cmms.service.ts`
5	A search of only spaces breaks the SQL	`POST /cmms/assets/search` with `q` = “ ” builds an empty `WHEN` and errors.	`cmms.service.ts:459-472`
6	DNV GL report total is mislabelled	The count of overdue assets appears under “Days Overdue”.	`dnv-pm-compliance.report.ts:66`
7	Status, assign, stage and note changes are not in a transaction	A failure can leave the change without its timeline row, or the row without the change.	`work-orders.service.ts:209-284`
8	Retire stamps every matched ID	Assets the bulk retire skipped still get `retired_at` and a history row, so “retired” can overcount. Retired components get no stamp. An ID shared by two assets matches only the first.	`cmms.service.ts:663-728`
9	Team Stats rules	“SLA at risk” means Escalated or due today: it ignores `sla_hours`, which the drawer uses, and already-overdue rows. Only the first 20 technicians are listed.	`cmms.service.ts:533-569`
10	PO numbering can collide	It is still the count plus one with no lock (work orders now lock). Unchanged on this branch.	`parts-pos.service.ts:170-173`
11	Intake can create a manufacturer	A free-text manufacturer becomes a new global manufacturer row when no “Other” exists.	`cmms.service.ts:629`
12	Leftovers	The unused `PartsPosDataService` and five unused data-service methods. Stale comments: “five-bucket”, “No WO History” in the tour, “demo” mentions. Hardcoded team targets (5 days, 75%, 90%, 8).	capExpertApp, backendApi

The UI sample

Captured from the Vercel UI sample on 14 Oct 2026. It is a design reference, not our code. Its data is mock, and some of its buttons do nothing.

Work order detail drawer in the UI sample — **Work order drawer.** Stage, location, requester, SLA, contract, activity, parts.

New Work Order dialog in the UI sample — **New Work Order.** Asset search, type and priority, technician picker with load.

Update Status dialog in the UI sample — **Update Status.** Status, note, quick actions.

Team Stats panel in the UI sample — **Team Stats.** SLA at risk, per-tech load, team performance.

Generate Report dialog in the UI sample — **Generate Report.** Six compliance and operations reports.

Intake New Asset dialog in the UI sample — **Intake Asset.** Add a newly installed device.

Retire Assets dialog in the UI sample — **Retire Assets.** Batch retirement with warnings and audit.

CMMS Dashboard in the UI sample — **/cmms-dashboard** (not built). At a glance, performance tracking, action feed.

Asset check page in the UI sample: is this device safe to use — **Asset check** (not built). The nurse’s read-only “Is this device safe to use?”.

History

Date	Ticket	Change
May 2026	CAP-15	First CMMS: `work_orders` and `parts_pos` tables, their APIs, and a CMMS view with four sub-tabs
12 May 2026	CAP-2003	CMMS tab hidden “until the feature is rebuilt”
Oct 2026	CAP-686	The rebuild: schema migration, CMMS and work-order APIs, six reports, the new CMMS tab, drawer and dialogs, technicians in user management. `development` merged in.