docs(claude): fusion_helpdesk deploy procedures + 2026-05-27 handoff

Durable: nexa/entech upgrade commands, central service-account Contact
Creation prerequisite, backup-outside-addons-path gotcha, smoke-tests-must-
call-the-controller lesson. Plus current deploy status + the one remaining
step (browser confirmation of My Tickets / New on entech).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

CLAUDE.md

@@ -134,3 +134,67 @@ PGPASSWORD='a09e12e0995dc29446631fa458f3d4b3' psql -h 100.74.28.73 -p 5433 -U po
 - `fusionapps.issues` — known issues and fixes
 - `fusionapps.code_snippets` — reference code
 - `fusionapps.quick_commands` — deployment and admin commands
+
+## Fusion Helpdesk — Customer Follow-up + Embedded Inbox (deployment + handoff)
+
+Two modules: **`fusion_helpdesk`** (client — runs on each client deployment, e.g. entech)
+and **`fusion_helpdesk_central`** (runs on the central Odoo = nexa). The client forwards
+tickets to central over **XML-RPC**; central find-or-creates the customer partner +
+follower; the client shows a server-side-scoped "My Tickets" inbox + systray unread badge.
+
+### Where each runs / how to deploy
+- **Central = nexa** (`erp.nexasystems.ca`, VM 315 on pve-worker1, Docker, DB `nexamain`).
+  Source on host: `/opt/odoo/custom-addons/fusion_helpdesk_central`. Upgrade (brief downtime):
+  ```bash
+  ssh pve-worker1 "qm guest exec 315 --timeout 590 -- bash -c 'docker stop odoo-nexa-app; docker run --rm --network odoo_odoo-network -v odoo_odoo-data:/var/lib/odoo -v /opt/odoo/custom-addons:/mnt/extra-addons -v /opt/odoo/enterprise-addons:/mnt/enterprise-addons -v /opt/odoo/odoo.conf:/etc/odoo/odoo.conf odoo-nexa:19 odoo -d nexamain -u fusion_helpdesk_central --stop-after-init --http-port=0 --gevent-port=0 > /tmp/up.log 2>&1; docker start odoo-nexa-app'"
+  ```
+  Use `;` (not `&&`) before `docker start` so the app ALWAYS restarts even if the upgrade
+  fails. nexa `odoo.conf` has `log_level=warn`, so test/INFO lines are suppressed — verify
+  the result via DB query, not the upgrade log.
+- **Client = entech** (LXC 111 on pve-worker5, **native systemd `odoo.service`**, DB `admin`,
+  config `/etc/odoo/odoo.conf`, source `/mnt/extra-addons/custom/fusion_helpdesk`). No host
+  bind mount — get files in with `scp` to pve-worker5 then `pct push 111 <file> <dest>`.
+  Upgrade as the `odoo` user (NOT root):
+  ```bash
+  pct exec 111 -- bash -lc "systemctl stop odoo; runuser -u odoo -- /usr/bin/odoo --config /etc/odoo/odoo.conf -d admin -u fusion_helpdesk --stop-after-init --http-port=0 --gevent-port=0 --logfile=/tmp/up.log; systemctl start odoo"
+  ```
+  **Backup dir MUST live OUTSIDE the addons path** (e.g. `/root/`). A dir named `*.bak.*`
+  *inside* `/mnt/extra-addons/custom` makes Odoo try to load it as a module →
+  `FileNotFoundError: Invalid module name: fusion_helpdesk.bak.predeploy` → whole registry
+  load fails. (Learned the hard way; auto-rollback restored it.) Current rollback copy:
+  `/root/fh_bak_predeploy`.
+
+### REQUIRED prerequisite on the central service account (easy to miss)
+The keystone passes `partner_email`, so central find-or-creates the partner. The XML-RPC
+service account (**`support@nexasystems.ca`, uid 33** on nexa) MUST have the **Contact
+Creation** group (`base.group_partner_manager`). Without it, `helpdesk.ticket.create`
+faults with *"not allowed to create 'Contact' (res.partner)"* for any reporter who isn't
+already a contact. Granted on nexa 2026-05-27. **Every new client deployment needs this
+grant on the central account.**
+
+### Testing lesson
+Client logic (scope domain, seen model, vals, `_norm_email`) is unit-tested in
+`fusion_helpdesk/tests/` and runs on local Community (`-d modsdev`). **Smoke tests must
+call the controller endpoints, not re-implement their logic** — the Phase 6 smoke test
+replicated `build_scope_domain` directly and so missed a `NameError` (`_norm_email`
+referenced but never imported) that broke every inbox endpoint. Run
+`docker exec odoo-modsdev-app python3 -m pyflakes <file>` after editing controllers — it
+catches undefined names instantly.
+
+### STATUS (handoff 2026-05-27 — continuing from office)
+- **Merged to `main`** as squash commit `6c15a7b1`, pushed to GitHub + Gitea. Feature
+  branch `feat/helpdesk-customer-followup` deleted (local + remote). Pull `main` at the
+  office to get the latest.
+- **Deployed live**: nexa `fusion_helpdesk_central` **19.0.1.1.0**; entech `fusion_helpdesk`
+  **19.0.1.4.1**. Both services healthy.
+- **Smoke-tested live end-to-end** (entech→nexa): partner resolved + follower + `ENTECH`
+  label, branded ack email queued, support reply visible in thread, inbox scope finds own
+  ticket, no cross-deployment leak.
+- **Bug fixed this session**: `_norm_email` NameError that broke "My Tickets" AND the "New"
+  ticket submit path — `_norm_email` added to `fusion_helpdesk/utils.py`, imported in the
+  controller, regression test added, deployed to entech.
+- **ONLY thing left = browser confirmation.** Hard-refresh entech (DevTools → Empty Cache
+  and Hard Reload), open the systray helpdesk dialog: **My Tickets** should load, and the
+  **New** tab should file a ticket. Both share the now-fixed `_identity()` path, and the
+  systray unread badge calls it too. If anything still errors, the traceback is in
+  `/var/log/odoo/odoo-server.log` on entech (LXC 111 / pve-worker5).