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