feat(step-kinds): curate to 11 + mandatory + admin-only creation
Operator-reported foot-gun: Step Kind dropdown had 24 options, most
of which were visual-only (cleaning, electroclean, etch, rinse,
strike, dry, wbf_test, hardness_test, adhesion_test, salt_spray,
packaging, etc.) and didn't drive any gate or milestone. Picking the
wrong one meant nothing happened; picking Generic (left default)
meant nothing happened. Authors couldn't tell which choice mattered.
Curation: 24 → 11 active kinds. Each remaining kind has a concrete
downstream behaviour (gate, portal milestone, hardware tie-in, or
"explicitly no behaviour" for Other):
other Other (catch-all, default — no special behaviour)
receiving Received portal milestone
contract_review QA-005 form gate + button_finish lock
racking Rack-assignment dialog + button_finish lock
mask Visual mask kind (covers Masking + De-Masking)
wet_process Visual wet kind (NEW, covers cleaning, rinse,
etch, strike, dry, electroclean, wbf_test)
plate Plated portal milestone (last plate step closes)
bake Bake-window state machine + Baked milestone
inspect Intermediate inspection milestone
final_inspect Inspected (terminal) portal milestone
ship Shipped milestone (back-compat; delivery-state
driven is preferred)
Retired kinds (active=False, hidden from dropdown): cleaning,
electroclean, etch, rinse, strike, dry, wbf_test, demask, derack,
replenishment, hardness_test, adhesion_test, salt_spray, packaging,
gating. Kept in DB for audit / history but not selectable.
Mandatory enforcement:
- fp.step.kind_id on fusion.plating.process.node and fp.step.template
is now required=True with ondelete='restrict' and a default that
resolves to the 'other' kind. Existing NULL rows are backfilled by
the pre-migrate before the NOT NULL constraint hits the schema.
- Dropdown no longer offers a blank / "Generic" option. New steps
land on 'other' instead of NULL.
Admin-only catalog:
- /fp/simple_recipe/kinds/create endpoint now refuses requests from
non-managers (group_fusion_plating_manager). Returns a clear
message explaining why ("each kind drives gates / milestones /
routing — pick Other if none fits, or ask a manager to wire up a
new kind").
- "+ Add a new kind…" sentinel option in the library form is hidden
unless state.recipe.user_is_manager. Backend gate is the authority;
the UI hide is just to stop showing a button that will error.
- The Step Type dropdown in the inline step-edit panel switched from
a 24-line hard-coded XML option list to a t-foreach over
state.kindOptions (the same kinds/list endpoint payload). One
source of truth — retire / add a kind in the catalog and every
picker reflects the change.
Migration impact (entech): 5 templates + 579 nodes backfilled via
name-match heuristic. 15 kinds flipped to active=False. Distribution
of the 579 backfilled nodes:
racking 105, other 97, bake 91, wet_process 90, mask 74,
inspect 44, plate 32, final_inspect 25, receiving 10,
contract_review 9, ship 2.
Drive-by:
- Migration uses _ensure_kind() that also registers ir.model.data
for the new xmlids so the subsequent data XML load doesn't create
duplicate kind records.
- Stored related default_kind on fusion.plating.process.node /
fp.step.template is written alongside kind_id in every SQL UPDATE
so legacy `node.default_kind == 'foo'` comparisons stay accurate
(the ORM doesn't recompute stored related fields after direct
SQL writes).
Module: fusion_plating 19.0.20.5.0 → 19.0.20.6.0.
15 existing tests still green.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
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# -*- coding: utf-8 -*-
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# Copyright 2026 Nexa Systems Inc.
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# License OPL-1 (Odoo Proprietary License v1.0)
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#
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# 2026-05-20 Step Kind curation — post-migrate.
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#
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# Runs AFTER the schema settles. Marks the 15 retired kinds inactive so
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# they no longer appear in the dropdown. We keep them in the DB rather
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# than deleting because:
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# - ir.model.data rows would dangle and break a future re-import
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# - audit trail / reports may still reference them by code
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# - users who undo the curation get one switch back to active=True
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#
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# Pre-migrate has already re-mapped every template + node pointing at
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# these kinds, so flipping active=False has no operator-facing data
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# impact — it only hides them from pickers.
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import logging
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_logger = logging.getLogger(__name__)
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_RETIRED_CODES = [
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'cleaning', 'electroclean', 'etch', 'rinse', 'strike', 'dry',
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'wbf_test', 'demask', 'derack', 'replenishment', 'hardness_test',
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'adhesion_test', 'salt_spray', 'packaging', 'gating',
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]
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def migrate(cr, version):
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cr.execute("""
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UPDATE fp_step_kind
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SET active = false
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WHERE code = ANY(%s)
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AND active = true
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""", (_RETIRED_CODES,))
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n = cr.rowcount
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if n:
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_logger.info(
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'Step Kind curation: retired %d kinds (active=False): %s',
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n, _RETIRED_CODES,
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)
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@@ -0,0 +1,259 @@
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# -*- coding: utf-8 -*-
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# Copyright 2026 Nexa Systems Inc.
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# License OPL-1 (Odoo Proprietary License v1.0)
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#
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# 2026-05-20 Step Kind curation — pre-migrate.
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#
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# Runs BEFORE the model schema is applied so `kind_id` can become
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# required=True without choking on existing NULL rows. Three jobs:
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#
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# 1. Ensure the new `other` and `wet_process` kinds exist in the DB.
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# The data XML hasn't loaded yet at pre-migrate time, so we SQL
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# them in directly. The XML on the install path will see them and
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# skip via noupdate.
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#
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# 2. Re-map every template + recipe-node pointing at a RETIRED kind
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# to its new home:
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# cleaning, electroclean, etch, rinse, strike, dry, wbf_test
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# → wet_process
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# plate
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# → wet_process (but we KEEP `plate` separately for the
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# Plated milestone trigger; only auto-remap when the
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# caller explicitly wants to retire it. Plate stays
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# active.)
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# demask → mask
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# derack → racking
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# replenishment, hardness_test, adhesion_test, salt_spray,
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# packaging, gating
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# → other
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#
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# 3. Backfill every NULL kind_id via name-matching heuristic. Anything
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# that doesn't match → 'other'.
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#
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# After this script the schema can safely add NOT NULL to kind_id.
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import logging
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_logger = logging.getLogger(__name__)
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# -- Remap table — retired-kind code -> new-kind code ----------------------
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# IMPORTANT: `plate` stays active (its own milestone trigger). Only the
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# wet-bath specialisations roll up into wet_process.
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_REMAP = {
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'cleaning': 'wet_process',
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'electroclean': 'wet_process',
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'etch': 'wet_process',
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'rinse': 'wet_process',
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'strike': 'wet_process',
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'dry': 'wet_process',
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'wbf_test': 'wet_process',
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'demask': 'mask',
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'derack': 'racking',
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'replenishment': 'other',
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'hardness_test': 'other',
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'adhesion_test': 'other',
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'salt_spray': 'other',
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'packaging': 'other',
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'gating': 'other',
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}
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# -- Name-match heuristic for NULL backfill --------------------------------
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# Each rule: (substring to match in lower(name), target kind code). First
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# match wins. Order matters — more specific patterns come first.
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_NAME_HEURISTIC = [
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# Most specific
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('qa-005', 'contract_review'),
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('contract review', 'contract_review'),
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('final inspect', 'final_inspect'),
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('final inspection', 'final_inspect'),
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('post plate inspect', 'final_inspect'),
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# Bake / oven
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('bake', 'bake'),
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('oven', 'bake'),
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('he relief', 'bake'),
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('embrittlement', 'bake'),
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('stress relief', 'bake'),
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# Receiving / shipping
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('receiv', 'receiving'),
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('incoming inspect', 'receiving'),
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('ship', 'ship'),
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('pack', 'ship'),
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# Racking
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('de-rack', 'racking'),
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('deracking', 'racking'),
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('derack', 'racking'),
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('rack', 'racking'),
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# Masking
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('de-mask', 'mask'),
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('demask', 'mask'),
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('unmask', 'mask'),
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('mask', 'mask'),
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# Inspection
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('inspect', 'inspect'),
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# Plating
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('plate', 'plate'),
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('plating', 'plate'),
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('nickel', 'plate'),
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('chrome', 'plate'),
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('anodi', 'plate'),
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# Wet processes (broad)
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('soak clean', 'wet_process'),
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('electroclean', 'wet_process'),
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('clean', 'wet_process'),
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('rinse', 'wet_process'),
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('etch', 'wet_process'),
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('activ', 'wet_process'),
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('strike', 'wet_process'),
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('desmut', 'wet_process'),
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('zincate', 'wet_process'),
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('acid', 'wet_process'),
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('dry', 'wet_process'),
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('water break', 'wet_process'),
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('wbf', 'wet_process'),
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# Gating / ready / wait — soft sequencers, no behaviour
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('ready for', 'other'),
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('ready to', 'other'),
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]
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def migrate(cr, version):
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# 1. Ensure `other` and `wet_process` exist. Use SQL directly so
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# we don't depend on the XML having loaded yet.
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_ensure_kind(cr, 'other', 'Other', 'fa-circle-o', 5)
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_ensure_kind(cr, 'wet_process', 'Wet Process (Clean / Rinse / Etch / Dry / etc.)', 'fa-tint', 55)
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# 2. Build a code → id map for ALL kinds present in DB.
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cr.execute("SELECT id, code FROM fp_step_kind")
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by_code = {code: kid for kid, code in cr.fetchall()}
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if 'other' not in by_code:
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_logger.error('pre-migrate: `other` kind missing after _ensure_kind — aborting')
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return
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other_id = by_code['other']
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# 3. Re-map references to retired kinds.
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# `default_kind` is a stored related on `kind_id.code` — updating
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# kind_id via SQL doesn't auto-recompute the stored copy, so we
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# write both columns together.
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for retired_code, new_code in _REMAP.items():
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retired_id = by_code.get(retired_code)
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new_id = by_code.get(new_code) or other_id
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if not retired_id:
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continue # not in this DB — nothing to remap
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cr.execute("""
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UPDATE fp_step_template
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SET kind_id = %s, default_kind = %s
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WHERE kind_id = %s
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""", (new_id, new_code, retired_id))
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tpl_n = cr.rowcount
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cr.execute("""
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UPDATE fusion_plating_process_node
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SET kind_id = %s, default_kind = %s
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WHERE kind_id = %s
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""", (new_id, new_code, retired_id))
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node_n = cr.rowcount
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if tpl_n or node_n:
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_logger.info(
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'Step Kind curation: remapped %d template(s) + %d node(s) '
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'from %s → %s', tpl_n, node_n, retired_code, new_code,
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)
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# 4. Backfill NULL kind_id on both tables via name heuristic.
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# `name` is jsonb on fp_step_template (translatable in Odoo 19) but
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# plain varchar on fusion_plating_process_node. Sniff the column
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# type so the right expression is used.
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for table in ('fp_step_template', 'fusion_plating_process_node'):
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cr.execute("""
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SELECT data_type FROM information_schema.columns
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WHERE table_name = %s AND column_name = 'name'
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""", (table,))
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row = cr.fetchone()
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col_type = (row[0] if row else '') or ''
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if 'json' in col_type.lower():
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name_expr = "COALESCE(name->>'en_US', name::text)"
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else:
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name_expr = 'name'
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cr.execute(f"""
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SELECT id, {name_expr} AS name_str
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FROM {table}
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WHERE kind_id IS NULL
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""")
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rows = cr.fetchall()
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if not rows:
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continue
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# In-process classification to avoid pummelling the DB with
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# one UPDATE per row.
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per_kind = {} # kind_id → list of row ids
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for rid, raw_name in rows:
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target_code = _classify_by_name(raw_name)
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target_id = by_code.get(target_code) or other_id
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per_kind.setdefault(target_id, []).append(rid)
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# Build a kid → code lookup so we can write default_kind together.
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by_id = {kid: code for code, kid in by_code.items()}
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for kid, ids in per_kind.items():
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cr.execute(
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f"UPDATE {table} SET kind_id = %s, default_kind = %s "
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f"WHERE id = ANY(%s)",
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(kid, by_id.get(kid, 'other'), ids),
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)
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_logger.info(
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'Step Kind curation: backfilled %d %s row(s) — '
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'distribution: %s',
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len(rows), table,
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{next(c for c, i in by_code.items() if i == k): len(v)
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for k, v in per_kind.items()},
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)
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def _classify_by_name(name):
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"""Return a step-kind code based on a name match. Falls back to 'other'."""
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if not name:
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return 'other'
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lower = name.lower()
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for needle, code in _NAME_HEURISTIC:
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if needle in lower:
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return code
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return 'other'
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def _ensure_kind(cr, code, name, icon, sequence):
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"""Create the kind via SQL if it doesn't exist yet. Idempotent.
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fp_step_kind.name is a jsonb (translatable) column in Odoo 19, so
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we wrap the string in jsonb_build_object('en_US', ...).
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Also registers the ir.model.data entry so the subsequent XML data
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load (which runs AFTER pre-migrate) sees the xmlid as already
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bound and skips creation — otherwise we get duplicate records.
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"""
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cr.execute("SELECT id FROM fp_step_kind WHERE code = %s", (code,))
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row = cr.fetchone()
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if row:
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kid = row[0]
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else:
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cr.execute("""
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INSERT INTO fp_step_kind (code, name, sequence, icon, active,
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create_uid, create_date, write_uid, write_date)
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VALUES (%s, jsonb_build_object('en_US', %s::text), %s, %s, true,
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1, NOW() AT TIME ZONE 'UTC', 1, NOW() AT TIME ZONE 'UTC')
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RETURNING id
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""", (code, name, sequence, icon))
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kid = cr.fetchone()[0]
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_logger.info('Step Kind curation: created kind %s (id=%s)', code, kid)
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# Bind the xmlid so XML noupdate=1 finds the record on next load.
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xmlid_name = 'step_kind_%s' % code
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cr.execute("""
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SELECT id FROM ir_model_data
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WHERE module = 'fusion_plating' AND name = %s
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""", (xmlid_name,))
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if cr.fetchone():
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return
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cr.execute("""
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INSERT INTO ir_model_data (module, name, model, res_id, noupdate,
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create_uid, create_date, write_uid, write_date)
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VALUES ('fusion_plating', %s, 'fp.step.kind', %s, true,
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1, NOW() AT TIME ZONE 'UTC', 1, NOW() AT TIME ZONE 'UTC')
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""", (xmlid_name, kid))
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_logger.info('Step Kind curation: bound xmlid fusion_plating.%s -> id %s',
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xmlid_name, kid)
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Reference in New Issue
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