{
  "fields": [
    {
      "key": "customer",
      "label": "Customer",
      "type": "text",
      "source": "odoo",
      "pinned": true,
      "default": true,
      "description": "The customer's name in Odoo. One row per customer who ordered in the last 24 months."
    },
    {
      "key": "odoo_status",
      "label": "Odoo record",
      "type": "status",
      "source": "odoo",
      "default": false,
      "description": "Whether this customer still exists in Odoo. Archived means deleted there."
    },
    {
      "key": "agent",
      "label": "Agent",
      "type": "text",
      "source": "odoo",
      "default": true,
      "description": "The sales agent who owns this account."
    },
    {
      "key": "dba",
      "label": "DBA",
      "type": "select",
      "source": "odoo",
      "default": false,
      "options": [
        "Fisch",
        "Royal",
        "Both"
      ],
      "description": "The brand this customer buys from - Fisch, Royal, or both. Amazon-channel orders are not a DBA."
    },
    {
      "key": "salesperson",
      "label": "Salesperson",
      "type": "text",
      "source": "odoo",
      "default": false,
      "description": "Who keyed in most of this customer's orders — not the Agent, who owns the account."
    },
    {
      "key": "street",
      "label": "Street",
      "type": "text",
      "source": "odoo",
      "default": false,
      "description": "First address line, from res.partner directly - not the geocoder, so a customer the map cannot place still shows its address."
    },
    {
      "key": "street2",
      "label": "Street 2",
      "type": "text",
      "source": "odoo",
      "default": false,
      "description": "Second address line (suite, unit, floor) on the customer's Odoo address."
    },
    {
      "key": "city",
      "label": "City",
      "type": "text",
      "source": "odoo",
      "default": true,
      "description": "City on the customer's Odoo address."
    },
    {
      "key": "state",
      "label": "State",
      "type": "text",
      "source": "odoo",
      "default": true,
      "description": "State or province on the customer's Odoo address."
    },
    {
      "key": "country",
      "label": "Country",
      "type": "text",
      "source": "odoo",
      "default": false,
      "description": "Country on the customer's Odoo address."
    },
    {
      "key": "zip",
      "label": "ZIP",
      "type": "text",
      "source": "odoo",
      "default": false,
      "description": "Postal code on the customer's Odoo address."
    },
    {
      "key": "customer_since",
      "label": "Customer since",
      "type": "date",
      "source": "odoo",
      "default": false,
      "description": "When this customer was first set up in Odoo."
    },
    {
      "key": "tags",
      "label": "Tags",
      "type": "text",
      "source": "odoo",
      "default": false,
      "description": "Odoo labels on this customer, comma-separated."
    },
    {
      "key": "pricelist",
      "label": "Price list",
      "type": "text",
      "source": "odoo",
      "default": false,
      "description": "The price list this customer buys on."
    },
    {
      "key": "payment_terms",
      "label": "Payment terms",
      "type": "text",
      "source": "odoo",
      "default": false,
      "description": "Payment terms on this customer's account — Net 30, for example."
    },
    {
      "key": "last_order",
      "label": "Last order",
      "type": "date",
      "source": "odoo",
      "default": true,
      "description": "Date of the most recent confirmed order."
    },
    {
      "key": "overdue_days",
      "label": "Overdue days",
      "type": "int",
      "source": "odoo",
      "default": true,
      "description": "How many days late this customer is running against their own usual ordering rhythm."
    },
    {
      "_note": "filterable:false — DERIVED ANALYTIC: est_missed is min(cycles missed, 3) x AOV, a score we compute rather than an object the business has, so a condition on it would read as a fact about the customer when it is a fact about our arithmetic. It still displays and still sorts. Until wave 6 this flag also covered the frozen-window presets (revenue_ytd / revenue_ly / orders_24m / aov / yoy_pct); those are now DELETED outright under the owner's no-buildable-presets rule — see _comment. est_missed itself STAYS: no creatable measure or formula reproduces the cadence model behind it.",
      "key": "est_missed",
      "label": "Est. missed $",
      "type": "currency",
      "source": "odoo",
      "default": true,
      "agg": "sum",
      "filterable": false,
      "description": "Estimated sales missed while quiet: missed orders (capped at 3) times average order value. An estimate, not money owed."
    },
    {
      "_note": "wave 21 R1 — KEY UNCHANGED, LABEL RENAMED. The computation is a DISJOINT split (ar.py credit_exposure): this column is only the not-yet-due residual, its sibling is the past-grace residual, and the two sum to the total. Under the label 'AR open $' the majority-late book read as 'Overdue > Open', which is nonsense in AR vocabulary — 'open' universally means the total. The label now says what the number is; the key stays so saved views and filters keep working.",
      "key": "ar_open",
      "label": "AR current $",
      "type": "currency",
      "source": "odoo",
      "default": false,
      "description": "Invoiced money owed but not yet due (a 5-day grace applies before it counts as overdue)."
    },
    {
      "key": "ar_overdue",
      "label": "AR overdue $",
      "type": "currency",
      "source": "odoo",
      "default": false,
      "description": "Invoiced money past due — same basis as the Collections page."
    },
    {
      "_note": "wave 21 R1 — the TOTAL, added beside the rename above. AR current $ + AR overdue $, i.e. what most people mean by 'open AR'. Composed from the same ar.credit_exposure rows the siblings use, so it is transitively reconciled by ar.validate()'s residual read_group tie — no second oracle.",
      "key": "ar_outstanding",
      "label": "AR outstanding $",
      "type": "currency",
      "source": "odoo",
      "default": false,
      "description": "Total invoiced money owed right now: AR current $ plus AR overdue $."
    },
    {
      "key": "ar_exposure",
      "label": "Credit exposure $",
      "type": "currency",
      "source": "odoo",
      "default": false,
      "description": "The most you could be out if they stopped paying today: open, overdue, draft and not-yet-invoiced."
    },
    {
      "key": "ar_aged_1_30",
      "label": "1-30 days $",
      "type": "currency",
      "source": "odoo",
      "default": false,
      "description": "Overdue between 1 and 30 days. The four aging buckets sum to AR overdue $."
    },
    {
      "key": "ar_aged_31_60",
      "label": "31-60 days $",
      "type": "currency",
      "source": "odoo",
      "default": false,
      "description": "Overdue between 31 and 60 days. The four aging buckets sum to AR overdue $."
    },
    {
      "key": "ar_aged_61_90",
      "label": "61-90 days $",
      "type": "currency",
      "source": "odoo",
      "default": false,
      "description": "Overdue between 61 and 90 days. The four aging buckets sum to AR overdue $."
    },
    {
      "key": "ar_aged_90_plus",
      "label": "90+ days $",
      "type": "currency",
      "source": "odoo",
      "default": false,
      "description": "Overdue by more than 90 days. The four aging buckets sum to AR overdue $."
    },
    {
      "key": "days_to_pay",
      "label": "Days to pay",
      "type": "int",
      "source": "odoo",
      "default": false,
      "description": "Average days to pay an invoice in full. Blank means no fully paid invoice yet."
    },
    {
      "key": "top_category",
      "label": "Top category",
      "type": "text",
      "source": "odoo",
      "default": false,
      "description": "The category this customer spent the most on in the last 12 months."
    },
    {
      "key": "top_category_pct",
      "label": "Top category %",
      "type": "pct",
      "source": "odoo",
      "default": false,
      "description": "Share of last-12-months spend that went to the top category."
    },
    {
      "key": "sku_count",
      "label": "SKUs bought",
      "type": "int",
      "source": "odoo",
      "default": false,
      "description": "Distinct products bought in the last 12 months."
    },
    {
      "key": "top_sku",
      "label": "Top SKU",
      "type": "text",
      "source": "odoo",
      "default": false,
      "description": "The product this customer spent the most on in the last 12 months."
    },
    {
      "key": "days_since",
      "label": "Days since order",
      "type": "int",
      "source": "odoo",
      "default": false,
      "description": "Days since the last confirmed order."
    },
    {
      "key": "typical_gap_days",
      "label": "Typical gap days",
      "type": "int",
      "source": "odoo",
      "default": false,
      "description": "Days this customer usually goes between orders, from their own history."
    },
    {
      "key": "notes",
      "label": "Notes",
      "type": "text",
      "source": "overlay",
      "default": false,
      "description": "Your notes on this customer. Saved in this app only, visible only to you."
    }
  ],
  "rows": [
    {
      "pid": 101,
      "customer": "Poppy Flowers",
      "status": "New",
      "agent": "Naomi Linnell Rivera",
      "city": "Charlottesville",
      "state": "Virginia (US)",
      "last_order": "2026-07-21",
      "est_missed": 0,
      "notes": "",
      "country": "United States",
      "zip": "02720",
      "payment_terms": "30 Days",
      "pricelist": "Fisch 1 (USD)",
      "tags": "Royal",
      "customer_since": "2023-01-10",
      "salesperson": "Jessica",
      "ar_open": 0,
      "ar_overdue": 0,
      "ar_exposure": 0,
      "top_category": "Styrofoam",
      "top_category_pct": 0.47,
      "sku_count": 93,
      "top_sku": "AQUAFOAM FLORAL FOAM BRICK | 48-Piece per Pack",
      "days_to_pay": 34,
      "_created": "2023-01-15 09:10:00",
      "lat": 25.7617,
      "lon": -80.1918,
      "odoo_status": "Archived",
      "dba": "Royal",
      "ar_outstanding": 0
    },
    {
      "pid": 102,
      "customer": "Meadow & Vine Wholesale",
      "status": "Growing",
      "agent": "Carla Jimenez",
      "city": "Portland",
      "state": "Oregon (US)",
      "last_order": "2026-07-19",
      "est_missed": 0,
      "notes": "Expanding to a second storefront.",
      "country": "United States",
      "zip": "77041",
      "payment_terms": "Immediate Payment",
      "pricelist": "Royal 1 (USD)",
      "tags": "Royal, Key account",
      "customer_since": "2024-02-11",
      "salesperson": "Naomi",
      "ar_open": 1240.5,
      "ar_overdue": 0,
      "ar_exposure": 1740.5,
      "top_category": "Ribbon",
      "top_category_pct": 0.95,
      "sku_count": 4,
      "top_sku": "2\" X 24\" X 36\" GREEN STYROFOAM BOARD",
      "days_to_pay": null,
      "_created": "2023-02-15 09:11:00",
      "lat": 27.9506,
      "lon": -82.4572,
      "odoo_status": "Active",
      "dba": "Fisch",
      "ar_outstanding": 1240.5
    },
    {
      "pid": 103,
      "customer": "Bluestem Floral Supply",
      "status": "Growing",
      "agent": "Naomi Linnell Rivera",
      "city": "Kansas City",
      "state": "Missouri (US)",
      "last_order": "2026-07-17",
      "est_missed": 0,
      "notes": "",
      "country": "United States",
      "zip": "11219",
      "payment_terms": "60 Days",
      "pricelist": "Royal 1 (USD)",
      "tags": "Fisch",
      "customer_since": "2025-03-12",
      "salesperson": "Karen",
      "ar_open": 0,
      "ar_overdue": 5120.25,
      "ar_exposure": 5120.25,
      "top_category": "Foams & Finishes",
      "top_category_pct": 0.31,
      "sku_count": 27,
      "top_sku": "SATIN RIBBON 2IN",
      "days_to_pay": 61,
      "_created": "2023-03-15 09:12:00",
      "lat": 28.5384,
      "lon": -81.3789,
      "odoo_status": "Active",
      "dba": "Both",
      "ar_outstanding": 5120.25
    },
    {
      "pid": 104,
      "customer": "Camellia Row Florist",
      "status": "Declining",
      "agent": "Devon Marsh",
      "city": "Savannah",
      "state": "Georgia (US)",
      "last_order": "2026-05-30",
      "est_missed": 41200,
      "notes": "Switched some volume to a local grower.",
      "country": "United States",
      "zip": "07649",
      "payment_terms": "30 Days",
      "pricelist": "Fisch 1 (USD)",
      "tags": "(none)",
      "customer_since": "2026-04-13",
      "salesperson": "(none)",
      "ar_open": 8300,
      "ar_overdue": 940,
      "ar_exposure": 11440,
      "top_category": "All",
      "top_category_pct": 1.0,
      "sku_count": 1,
      "top_sku": "(none)",
      "days_to_pay": 12,
      "_created": "2023-04-15 09:13:00",
      "lat": 30.3322,
      "lon": -81.6557,
      "odoo_status": "Active",
      "dba": "Royal",
      "ar_outstanding": 9240
    },
    {
      "pid": 105,
      "customer": "Harborlight Wholesale Blooms",
      "status": "Growing",
      "agent": "Carla Jimenez",
      "city": "Seattle",
      "state": "Washington (US)",
      "last_order": "2026-07-22",
      "est_missed": 0,
      "notes": "Top-10 account.",
      "country": "United States",
      "zip": "33125",
      "payment_terms": "Immediate Payment",
      "pricelist": "Royal 1 (USD)",
      "tags": "Royal",
      "customer_since": "2023-05-14",
      "salesperson": "Jessica",
      "ar_open": 0,
      "ar_overdue": 0,
      "ar_exposure": 0,
      "top_category": "Styrofoam",
      "top_category_pct": 0.47,
      "sku_count": 93,
      "top_sku": "AQUAFOAM FLORAL FOAM BRICK | 48-Piece per Pack",
      "days_to_pay": 34,
      "_created": "2023-05-15 09:14:00",
      "lat": 26.1224,
      "lon": -80.1373,
      "odoo_status": "Active",
      "dba": "",
      "ar_outstanding": 0
    },
    {
      "pid": 106,
      "customer": "Dogwood & Fern Co.",
      "status": "Dormant",
      "agent": "Devon Marsh",
      "city": "Asheville",
      "state": "North Carolina (US)",
      "last_order": "2026-02-11",
      "est_missed": 52400,
      "notes": "No spring order this year.",
      "country": "United States",
      "zip": "90210",
      "payment_terms": "60 Days",
      "pricelist": "Royal 1 (USD)",
      "tags": "Royal, Key account",
      "customer_since": "2024-06-15",
      "salesperson": "Naomi",
      "ar_open": 1240.5,
      "ar_overdue": 0,
      "ar_exposure": 1740.5,
      "top_category": "Ribbon",
      "top_category_pct": 0.95,
      "sku_count": 4,
      "top_sku": "2\" X 24\" X 36\" GREEN STYROFOAM BOARD",
      "days_to_pay": null,
      "_created": "2023-06-15 09:15:00",
      "lat": 27.3364,
      "lon": -82.5307,
      "odoo_status": "Active",
      "dba": "Fisch",
      "ar_outstanding": 1240.5
    },
    {
      "pid": 107,
      "customer": "Verbena Market Florals",
      "status": "Lost",
      "agent": "Naomi Linnell Rivera",
      "city": "Austin",
      "state": "Texas (US)",
      "last_order": "2025-11-04",
      "est_missed": 78300,
      "notes": "Went with a competitor on freight terms.",
      "country": "United States",
      "zip": "08701",
      "payment_terms": "30 Days",
      "pricelist": "Fisch 1 (USD)",
      "tags": "Fisch",
      "customer_since": "2025-07-16",
      "salesperson": "Karen",
      "ar_open": 0,
      "ar_overdue": 5120.25,
      "ar_exposure": 5120.25,
      "top_category": "Foams & Finishes",
      "top_category_pct": 0.31,
      "sku_count": 27,
      "top_sku": "SATIN RIBBON 2IN",
      "days_to_pay": 61,
      "_created": "2023-07-15 09:16:00",
      "lat": null,
      "lon": null,
      "odoo_status": "Active",
      "dba": "Both",
      "ar_outstanding": 5120.25
    },
    {
      "pid": 108,
      "customer": "Larkspur Lane Supply",
      "status": "New",
      "agent": "Carla Jimenez",
      "city": "Denver",
      "state": "Colorado (US)",
      "last_order": "2026-07-14",
      "est_missed": 0,
      "notes": "First order in April.",
      "country": "United States",
      "zip": "60614",
      "payment_terms": "Immediate Payment",
      "pricelist": "Royal 1 (USD)",
      "tags": "(none)",
      "customer_since": "2026-08-17",
      "salesperson": "(none)",
      "ar_open": 8300,
      "ar_overdue": 940,
      "ar_exposure": 11440,
      "top_category": "All",
      "top_category_pct": 1.0,
      "sku_count": 1,
      "top_sku": "(none)",
      "days_to_pay": 12,
      "_created": "2023-08-15 09:17:00",
      "lat": 33.749,
      "lon": -84.388,
      "odoo_status": "Active",
      "dba": "Royal",
      "ar_outstanding": 9240
    }
  ]
}