CLAUDE.md: add end-to-end custom workflow spec (9-stage plating lifecycle)

Documents the full Quote→PO→SO→Recipe+WO→Invoice→Ship→Email workflow
for next sessions. Includes status table, architectural decisions needed,
and component mapping to Odoo models.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
This commit is contained in:
gsinghpal
2026-04-12 15:30:22 -04:00
parent 6305faccb7
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@@ -148,6 +148,69 @@ Project: `nexasystems` (id: `ikvdlqkbqsitabxidvnq`)
- `fusionapps.vm_registry` — VM inventory
- `fusionapps.proxmox_nodes` — cluster node specs
## Custom Workflow (TO BUILD — Next Sessions)
End-to-end plating job lifecycle. This is the core business process.
```
1. Quotation via Configurator
└─ sale.order (draft) — configurator picks process type → suggests recipe
2. Quotation Sent
└─ sale.order (sent)
3. PO Received from Customer
└─ sale.order (confirmed by customer PO)
4. Sale Order Created → triggers MO
└─ sale.order confirmed → mrp.production created
└─ **Recipe assigned to MO** (x_fc_recipe_id on mrp.production)
5. Two paths:
a. Invoice Directly (simple jobs)
└─ account.move created from SO
b. Work Order Created for Factory + Shipping Label
└─ mrp.workorder records generated from recipe template
└─ **Per-job opt-in/out overrides configured here**
└─ Shipping label created (Fusion Shipping module)
6. Work Order Completed
└─ mrp.production → done
7. Invoice Created
└─ account.move — but check for account hold (non-payment flag)
└─ If hold → block invoice until resolved
8. Product Shipped
└─ stock.picking confirmed
└─ Fusion Shipping module handles carrier integration
9. Email to Client
└─ Automated email with:
- PDF Certificate of Conformance
- Invoice PDF
- Shipping tracking information
```
### What Exists vs What Needs Building
| Component | Status |
|-----------|--------|
| Sale Order / Quotation | Standard Odoo (exists) |
| Product Configurator | Needs building or extending |
| Recipe assignment to MO | **Not built** — need `x_fc_recipe_id` on `mrp.production` |
| Per-job opt-in/out overrides | **Not built** — need `fusion.plating.job.node.override` model + wizard |
| WO generation from recipe | **Not built** — need to convert recipe nodes → mrp.workorder records |
| Account hold check | Needs investigation (may exist in fusion_plating or accounting) |
| Fusion Shipping integration | Module exists (`fusion_plating_logistics`) — check capabilities |
| Auto-email with Cert+Invoice+Tracking | Needs building (automated action or cron) |
### Key Architectural Decisions Needed
1. Does the configurator extend Odoo's standard product configurator or is it custom?
2. How do recipe nodes map to mrp.workorder? One node = one WO? Or only operation-level nodes?
3. How does account hold work? Flag on res.partner? On sale.order?
4. What triggers the final email — shipping confirmation? Invoice validation?
## Repackaged Enterprise Modules
See `K:\Github\RePackaged-Odoo\CLAUDE.md` for full details. Key points:
- Odoo 19 enterprise modules repackaged for community edition