Tekion Deferred/Declined Services Report

Proven end-to-end at BC (dealer 1251) 2026-07-08: 2,915 deferred line items over 90 days,
harvested in ~15 pages via the :9223 authenticated browser. Zero OpenAPI quota.

Key facts

• Tekion's UI report = REPORTS module → /core/reports/service/deferredServices.
• Backend = POST /api/service-module/u/reporting/recommendation/search (internal API,
  fire in-page via fetch with captured window.__H headers + credentials:'include').
• Status vocabulary: recommendations are DEFERRED (declined) or APPROVED (sold).
  DECLINED / RECOMMENDED / OPEN / COMPLETED all return 0 — "declined" == DEFERRED.
• The UI's default filter adds comebackCompleted NIN [true] (excludes ones the customer
  later came back and bought). Include or drop per the ask; counts differ (~204 vs 2,915
  difference at BC was mostly the roClosedTime default window, not comeback).

Request body (paginates properly, unlike activity-log)

{"reportName":"RO_RECOMMENDATIONS","reportGroup":"RECOMMENDATION",
 "sort":[{"field":"universalId","order":"ASC"}],
 "filters":[
   {"operator":"BTW","values":[t0_ms,t1_ms],"type":"roClosedTime","key":"roClosedTime","field":"roClosedTime"},
   {"field":"status","values":["DEFERRED"],"operator":"IN"}],
 "pageInfo":{"start":0,"rows":200}}

Response: data.reportData.count + data.reportData.hits[]. Paginate by
start += hits.length until start >= count — pageInfo pagination WORKS here (200/page,
15 pages for 2,915, ~300ms delay between pages was fine).

Hit record fields (the useful ones)

• concern = the service name/description (free-text advisor concern — normalize!)
• opcodes = array (often ["MISC"] or ["REC"], not a real opcode — concern is the name)
• jobAmounts.estimateAmount = declined-job estimate in CENTS (/100). totalAmount also cents.
• roNo, roId, roClosedTime, payType
• primaryAdvisorId (UUID — resolve via OpenAPI /users/{id} when quota returns)
• customer = {name, firstName, lastName, email, phone} — full contact info for campaign lists
• vehicle = {vin, year, makeLabel, model, trim, mileageIn}
• severity, mpvi, comebackCompleted, lastDeferredBy/Time,
  approvedOrDeferredDetails = {comment, communicationMode, communicatedDate}

Recipe

1. :9223 alive + correct dealer: check localStorage.currentActiveDealerId; switch via the
   dealer pill UI (mouse click x≈1130,y32 → click store row center; localStorage set does NOT work).
2. Capture headers: arm a setRequestHeader hook filtered to recommendation/search, then
   SPA-navigate (history.pushState + PopStateEvent) away and back to
   /core/reports/service/deferredServices to force the app to fire the XHR → window.__H.
3. Harvest in-page: async loop with the body above, accumulate window.__DEF[h.id]={...trimmed fields}.
4. Ferry out: window.__S=JSON.stringify(window.__DEF), pull in 15,000-char slices via /eval
   (eval truncates ~20k), reassemble in Python. Use hermes_tools json_parse for curl output.
5. Aggregate: normalize concern (strip RECOMMENDATION:/REC: prefixes, collapse whitespace,
   uppercase) — free text means near-dupes remain ("WHEEL ALIGNMENT" vs "4 WHEEL ALIGNMENT");
   note that to the requester. Group → count, avg $ (estimateAmount/100), total $.
6. Output CSV to /home/itadmin/tekion-reports/data/ (persistent — NOT ~ which is ephemeral).

Pitfalls

• estimateAmount is CENTS (standard Tekion) — /100 or you'll report $1M declines.
• Some records have blank concern → "(NO DESCRIPTION)" bucket; exclude from top-N, mention count.
• OpenAPI has NO recommendations endpoint — this internal API is the only programmatic path.
• Fresh page loads wipe window hooks — use pushState SPA nav, not location.href.
• Reference run files: /home/itadmin/tekion-reports/data/bc-deferred-90d-raw-2026-07-08.json,
  BC-declined-services-top20-90d-2026-07-08.csv.