docs: EN Tech end-to-end workflow design spec

Complete design covering 5 new modules + updates to existing: - fusion_plating_configurator (3D viewer, pricing engine, part catalog) - fusion_plating_receiving (inspection, damage logging, PO matching) - fusion_plating_invoicing (deposit/progress/net/COD, account holds) - fusion_plating_notifications (auto-email, certificate assembly) - fusion_tasks fork (local delivery dispatch, GPS tracking) Plus: sales integration, certificate registry, 9-stage workflow. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-12 17:57:56 -04:00
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+# EN Tech Plating — End-to-End Workflow Design Spec
+
+**Date:** 2026-04-12
+**Author:** Nexa Systems (Claude-assisted)
+**Client:** EN Technologies (Electroless Nickel Technologies Inc.)
+**Status:** Approved for implementation planning
+
+---
+
+## 1. Overview
+
+Complete end-to-end ERP workflow for an electroless nickel plating shop, replacing Steelhead Software. The system covers customer inquiry through invoicing, with a quotation configurator, parts receiving/inspection, flexible invoicing strategies, automated email notifications, certificate management, and local delivery dispatch.
+
+### Architecture: Approach 2 — Dedicated Modules per Sub-System
+
+| Module | Purpose | Location |
+|--------|---------|----------|
+| `fusion_plating_configurator` | Quotation configurator, 3D viewer, pricing engine, part catalog | `fusion-plating/` |
+| `fusion_plating_receiving` | Parts receiving, inspection, damage logging, PO matching | `fusion-plating/` |
+| `fusion_plating_invoicing` | Invoice strategy engine (deposit/progress/net/COD), account holds | `fusion-plating/` |
+| `fusion_plating_notifications` | Auto-email engine, notification templates, audit log | `fusion-plating/` |
+| `fusion_tasks` | Local delivery dispatch (forked from Westin, stripped of claims) | `Entech Plating/` |
+
+Plus updates to existing modules:
+- `fusion_plating_bridge_mrp` — Recipe-to-WO generation, manufacturing gates
+- `fusion_plating_portal` — Customer-facing configurator UI, 3D preview
+- `fusion_plating_reports` — CoC template updates, thickness report template
+- `fusion_plating_quality` — Thickness reading model for Fischerscope data
+
+---
+
+## 2. Sales Integration — Fusion Plating as Single Hub
+
+The Fusion Plating app becomes the single workspace. Users never leave it. Sale orders are managed with custom plating-specific views.
+
+### Menu Structure
+
+```
+Fusion Plating (app)
+├── Sales (default landing)
+│   ├── Quotations                        (sale.order, state=draft/sent)
+│   ├── Sale Orders                       (sale.order, state=sale)
+│   ├── Customers                         (res.partner, customer_rank > 0)
+│   └── Part Catalog                      (fp.part.catalog)
+├── Configurator
+│   ├── New Quote                         (fp.quote.configurator wizard)
+│   ├── Coating Configurations            (fp.coating.config)
+│   └── Pricing Rules                     (fp.pricing.rule)
+├── Manufacturing
+│   ├── Manufacturing Orders
+│   ├── Work Orders
+│   └── Plant Overview
+├── Receiving & Inspection
+├── Shipping & Delivery
+│   ├── Deliveries                        (fp.delivery)
+│   ├── Local Delivery Tasks              (fusion.delivery.task)
+│   └── Routes                            (fp.route)
+├── Certificates
+│   ├── All Certificates                  (fp.certificate)
+│   ├── Certificates of Conformance       (filtered: type=coc)
+│   └── Thickness Reports                 (filtered: type=thickness_report)
+├── Quality
+├── Portal Jobs
+├── Reports
+└── Configuration
+```
+
+### Sale Order Extensions (fields on `sale.order`)
+
+- `x_fc_configurator_id` — link back to configurator session
+- `x_fc_part_catalog_id` — customer part being ordered
+- `x_fc_coating_config_id` — coating configuration
+- `x_fc_po_number` — customer PO reference (Char)
+- `x_fc_po_attachment_id` — uploaded PO document
+- `x_fc_po_received` — Boolean
+- `x_fc_po_override` — Boolean (manager override — proceed without PO)
+- `x_fc_po_override_reason` — Text
+- `x_fc_invoice_strategy` — Selection (deposit, progress, net_terms, cod_prepay)
+- `x_fc_deposit_percent` — Float
+- `x_fc_rush_order` — Boolean
+- `x_fc_delivery_method` — Selection (local_delivery, shipping_partner, customer_pickup)
+- `x_fc_receiving_status` — Selection (not_received, partial, received, inspected) — computed
+- Smart buttons: Portal Job, Manufacturing Order, Delivery, Receiving, Invoices, Certificates
+
+### Custom Sale Order Views
+
+- **List**: Customer, PO#, Part, Coating, Qty, Total, Receiving Status, Job Status, Delivery Method
+- **Form**: inherits sale.order form, adds plating tabs (Part Details, Coating Config, Receiving, Job Tracking)
+- **Kanban**: cards grouped by stage (Draft → Quoted → PO Received → Parts Received → In Production → Shipped → Invoiced)
+
+### Permission-Based Visibility
+
+| Group | Sees |
+|-------|------|
+| `fp_group_estimator` | Sales, Configurator, Customers, Part Catalog |
+| `fp_group_shop_manager` | Everything (full menu) |
+| `fp_group_shop_floor` | Manufacturing, Work Orders, Plant Overview only |
+| `fp_group_receiving` | Receiving & Inspection, can view Sales (read-only) |
+| `fp_group_shipping` | Shipping & Delivery, can view Sales (read-only) |
+| `fp_group_quality` | Quality, can view Manufacturing |
+| `fp_group_accounting` | Sales (invoicing fields), Reports |
+
+These are Fusion Plating security groups layered on top of standard Odoo groups.
+
+---
+
+## 3. `fusion_plating_configurator` — Quotation Configurator & Pricing Engine
+
+### Users
+
+- **Primary:** Internal estimator (full control, detailed configurator, price override)
+- **Secondary:** Portal customer (simplified self-service, estimated pricing, 3D preview, lead gen)
+
+### Core Models
+
+#### `fp.part.catalog` — Customer Part Library
+
+| Field | Type | Description |
+|-------|------|-------------|
+| `partner_id` | Many2one res.partner | Customer (required) |
+| `name` | Char | Part name/description |
+| `part_number` | Char | Customer's part number |
+| `revision` | Char | Revision letter/number |
+| `substrate_material` | Selection | aluminium, steel, stainless, copper, titanium, other |
+| `geometry_source` | Selection | 3d_model, manual, pdf_drawing |
+| `model_attachment_id` | Many2one ir.attachment | STEP/STL/IGES file |
+| `drawing_attachment_ids` | Many2many ir.attachment | PDF drawings |
+| `surface_area` | Float | Surface area value |
+| `surface_area_uom` | Selection | sq_in, sq_ft, sq_cm, sq_m |
+| `weight` | Float | For shipping cost calc |
+| `dimensions_length` | Float | Manual measurement |
+| `dimensions_width` | Float | Manual measurement |
+| `dimensions_height` | Float | Manual measurement |
+| `complexity` | Selection | simple, moderate, complex, very_complex |
+| `masking_zones` | Integer | Number of areas requiring masking |
+| `masking_description` | Text | e.g. "mask threaded holes" |
+| `has_blind_holes` | Boolean | Complexity flag |
+| `has_recesses` | Boolean | Complexity flag |
+| `has_threads` | Boolean | Complexity flag |
+| `notes` | Html | |
+| `active` | Boolean | Archivable |
+
+#### `fp.coating.config` — Coating Configuration Template
+
+| Field | Type | Description |
+|-------|------|-------------|
+| `name` | Char | e.g. "EN Mid-Phos AMS 2404" |
+| `process_type_id` | Many2one fusion.plating.process.type | Process type |
+| `recipe_id` | Many2one fusion.plating.process.node | Default recipe |
+| `phosphorus_level` | Selection | low_phos, mid_phos, high_phos, na |
+| `thickness_min` | Float | Min thickness |
+| `thickness_max` | Float | Max thickness |
+| `thickness_uom` | Selection | mils, microns, inches |
+| `spec_reference` | Char | e.g. "AMS 2404" |
+| `certification_level` | Selection | commercial, mil_spec, nadcap, nuclear |
+| `pre_treatment_ids` | Many2many fp.treatment | Bead blast, zincate, etc. |
+| `post_treatment_ids` | Many2many fp.treatment | Bake, passivate, chromate, etc. |
+| `active` | Boolean | |
+
+#### `fp.treatment` — Pre/Post Treatment
+
+| Field | Type | Description |
+|-------|------|-------------|
+| `name` | Char | e.g. "Bead Blast", "Zincate", "Bake" |
+| `treatment_type` | Selection | pre, post |
+| `default_duration_minutes` | Float | Estimated duration |
+| `default_cost` | Monetary | Cost per application |
+
+#### `fp.pricing.rule` — Formula-Based Pricing Engine
+
+| Field | Type | Description |
+|-------|------|-------------|
+| `name` | Char | Rule description |
+| `coating_config_id` | Many2one fp.coating.config | Optional filter (global if blank) |
+| `substrate_material` | Selection | Optional filter |
+| `certification_level` | Selection | Optional filter |
+| `pricing_method` | Selection | per_sqin, per_sqft, per_piece, flat_rate, formula |
+| `base_rate` | Monetary | $ per unit |
+| `thickness_factor` | Float | Multiplier per mil of thickness |
+| `complexity_surcharge` | Text/JSON | Mapping complexity → surcharge % |
+| `masking_rate_per_zone` | Monetary | $ per masking area |
+| `setup_fee` | Monetary | One-time per batch |
+| `minimum_charge` | Monetary | Floor price |
+| `rush_surcharge_percent` | Float | Rush premium % |
+| `sequence` | Integer | Priority — first matching rule wins |
+| `active` | Boolean | |
+
+#### `fp.quote.configurator` — The Configurator Session
+
+| Field | Type | Description |
+|-------|------|-------------|
+| `partner_id` | Many2one res.partner | Customer |
+| `part_catalog_id` | Many2one fp.part.catalog | For repeat parts |
+| `coating_config_id` | Many2one fp.coating.config | Coating selection |
+| `quantity` | Integer | Number of parts |
+| `batch_size` | Integer | Parts per rack/barrel |
+| `surface_area` | Float | From catalog or entered |
+| `thickness_requested` | Float | |
+| `masking_zones` | Integer | |
+| `complexity` | Selection | |
+| `rush_order` | Boolean | |
+| `turnaround_days` | Integer | |
+| `delivery_method` | Selection | local_delivery, shipping_partner, customer_pickup |
+| `shipping_fee` | Monetary | |
+| `delivery_fee` | Monetary | |
+| `calculated_price` | Monetary | Computed from pricing rules |
+| `price_breakdown_html` | Html | Rendered breakdown |
+| `estimator_override_price` | Monetary | Final price (defaults to calculated) |
+| `notes` | Text | |
+
+### Price Calculation Flow
+
+```
+Part Catalog (surface area, complexity, masking)
+  + Coating Config (process, thickness, spec level)
+  + Pricing Rules (matched by coating + substrate + cert level)
+  + Quantity / Batch Size
+  + Rush surcharge (if applicable)
+  + Delivery / Shipping fees
+  = Calculated Price
+  → Estimator reviews & overrides if needed
+  → Final quote price
+```
+
+### 3D Viewer
+
+- OWL component using **Three.js** for STL rendering and **OCCT (OpenCascade) WASM** for STEP parsing
+- Renders on both backend configurator form and portal page
+- Features: wireframe/solid toggle, rotate/zoom, surface area highlight
+- Server-side surface area calculation: Python `trimesh` (STL) / `cadquery`/`OCP` (STEP)
+- Fallback: manual measurements if server can't parse the file
+- Roadmap: Claude Vision for PDF drawing measurement extraction
+
+### Portal Side (Customer-Facing)
+
+- Simplified wizard: upload part → select coating type → see estimated price range
+- Uses same `fp.quote.configurator` model with restricted fields
+- Customer sees estimated price range (not exact), 3D preview
+- Submits → creates `fp.quote.request` with configurator data attached
+- Internal estimator sees customer's config and refines it
+
+### Configurator → Sale Order Flow
+
+1. Estimator opens Configurator → builds quote
+2. Clicks "Create Quotation" → sale.order created with all x_fc_* fields
+3. SO line(s) auto-created (product = service product per coating type, qty, price = estimator's final price)
+4. Estimator reviews SO → sends quotation
+5. Customer accepts → confirms SO → triggers downstream flow
+
+---
+
+## 4. `fusion_plating_receiving` — Parts Receiving & Inspection
+
+### Core Models
+
+#### `fp.receiving` — Receiving Record
+
+| Field | Type | Description |
+|-------|------|-------------|
+| `name` | Char | Auto-sequence (RCV-00001) |
+| `sale_order_id` | Many2one sale.order | Required |
+| `partner_id` | Many2one res.partner | Related from SO |
+| `po_number` | Char | Related from SO x_fc_po_number |
+| `received_by_id` | Many2one res.users | Who logged it |
+| `received_date` | Datetime | Default=now |
+| `state` | Selection | draft, inspecting, accepted, discrepancy, resolved |
+| `expected_qty` | Integer | From SO line |
+| `received_qty` | Integer | Entered by receiver |
+| `qty_match` | Boolean | Computed: received == expected |
+| `carrier_name` | Char | Who delivered |
+| `carrier_tracking` | Char | Inbound tracking # |
+| `notes` | Html | |
+| `line_ids` | One2many fp.receiving.line | Per-part detail |
+| `damage_ids` | One2many fp.receiving.damage | Damage log |
+| `attachment_ids` | Many2many ir.attachment | Photos |
+
+#### `fp.receiving.line` — Per-Part Receiving Detail
+
+| Field | Type | Description |
+|-------|------|-------------|
+| `receiving_id` | Many2one fp.receiving | Cascade |
+| `part_catalog_id` | Many2one fp.part.catalog | Optional |
+| `part_number` | Char | |
+| `description` | Char | |
+| `expected_qty` | Integer | |
+| `received_qty` | Integer | |
+| `condition` | Selection | good, damaged, mixed |
+| `notes` | Text | |
+
+#### `fp.receiving.damage` — Damage Log Entry
+
+| Field | Type | Description |
+|-------|------|-------------|
+| `receiving_id` | Many2one fp.receiving | Cascade |
+| `description` | Text | What's damaged |
+| `severity` | Selection | cosmetic, functional, rejected |
+| `photo_ids` | Many2many ir.attachment | |
+| `action_required` | Selection | none, notify_customer, return_parts, proceed_as_is |
+| `customer_notified` | Boolean | |
+| `customer_response` | Text | |
+| `resolved` | Boolean | |
+
+### Workflow
+
+```
+SO Confirmed → Receiving record auto-created (state=draft)
+  → Parts arrive → receiver enters qty, inspects condition
+  → Match + good → state=accepted
+  → Mismatch or damage → state=discrepancy
+    → SO flagged, follow-up activity created
+    → Customer contacted → resolution logged → state=resolved
+  → Accepted/Resolved → SO x_fc_receiving_status = 'received'
+  → Manufacturing can proceed
+```
+
+### Manufacturing Gate
+
+- `mrp.production.action_confirm()` checks `sale_order.x_fc_receiving_status`
+- If not received → warning dialog (manager can override)
+- Soft gate — warns, doesn't hard-block (flexibility for handshake deals, urgent jobs)
+
+---
+
+## 5. `fusion_plating_invoicing` — Invoice Strategy Engine
+
+### Invoice Strategies
+
+| Strategy | Behaviour |
+|----------|-----------|
+| `deposit` | Deposit invoice for X% on SO confirmation. Balance after shipping. |
+| `progress` | Invoice per MO as each completes. |
+| `net_terms` | Single invoice after shipping. Payment on terms. |
+| `cod_prepay` | Full invoice on SO confirmation. Manufacturing blocked until paid. |
+
+### Core Models
+
+#### `fp.invoice.strategy.default` — Customer-Level Default
+
+| Field | Type | Description |
+|-------|------|-------------|
+| `partner_id` | Many2one res.partner | Unique per customer |
+| `default_strategy` | Selection | deposit, progress, net_terms, cod_prepay |
+| `default_deposit_percent` | Float | e.g. 50.0 |
+| `payment_term_id` | Many2one account.payment.term | |
+| `notes` | Text | |
+
+### Account Hold (extends `res.partner`)
+
+| Field | Type | Description |
+|-------|------|-------------|
+| `x_fc_account_hold` | Boolean | Manually set by accounting |
+| `x_fc_account_hold_reason` | Text | Why hold was placed |
+| `x_fc_account_hold_date` | Date | When placed |
+| `x_fc_account_hold_by_id` | Many2one res.users | Who placed it |
+
+### Account Hold Behaviour
+
+| Action | Hold Active | Result |
+|--------|-------------|--------|
+| Create new SO | Yes | Warning banner. SO can still be created. |
+| Confirm SO | Yes | Blocked. Manager override available. |
+| Create invoice | Yes | Blocked. Manager override available. |
+| Ship / mark delivered | Yes | Blocked. Manager override available. |
+| Customer visits portal | Yes | No visible indication. |
+
+Roadmap: auto-hold computed from account.move aging.
+
+### Invoice Automation
+
+- **Deposit:** SO confirmed → auto-create deposit invoice (X%) → balance invoice after shipping
+- **Progress:** Each MO done → invoice for that MO's portion → final invoice for remaining balance
+- **Net terms:** Delivery complete → auto-create full invoice → payment terms applied
+- **COD/Prepay:** SO confirmed → auto-create full invoice → MO blocked until payment reconciled
+
+### Shipping Method Price Adjustment
+
+- Method changes after invoicing:
+  - Draft invoice → amend the line
+  - Posted invoice → supplementary invoice or credit note
+
+---
+
+## 6. `fusion_plating_notifications` — Auto-Email Engine
+
+### Notification Triggers
+
+| Trigger Event | Email Name | Attachments | Recipient |
+|---------------|-----------|-------------|-----------|
+| Quotation sent | Quote Ready | Quote PDF | Customer contact |
+| SO confirmed | Order Confirmation | SO PDF | Customer contact |
+| Parts received | Parts Received | — | Customer contact |
+| MO complete | Ready for Pickup/Ship | — | Customer contact |
+| Delivery shipped (carrier) | Shipment Notification | CoC, Thickness Report, Invoice | Customer contact |
+| Delivery completed (local) | Delivery Confirmation | CoC, Thickness Report, Invoice, POD | Customer contact |
+| Invoice posted | Invoice Notification | Invoice PDF | Billing contact |
+| Deposit invoice created | Deposit Required | Deposit Invoice PDF | Billing contact |
+
+### Core Models
+
+#### `fp.notification.template` — Configurable Email Templates
+
+| Field | Type | Description |
+|-------|------|-------------|
+| `name` | Char | Template name |
+| `trigger_event` | Selection | Event type |
+| `mail_template_id` | Many2one mail.template | Actual Odoo template |
+| `active` | Boolean | Can disable specific notifications |
+| `attach_coc` | Boolean | |
+| `attach_thickness_report` | Boolean | |
+| `attach_invoice` | Boolean | |
+| `attach_packing_list` | Boolean | |
+| `attach_pod` | Boolean | |
+| `cc_internal_ids` | Many2many res.users | Internal CCs |
+
+#### `fp.notification.log` — Audit Trail
+
+| Field | Type | Description |
+|-------|------|-------------|
+| `template_id` | Many2one fp.notification.template | |
+| `trigger_event` | Selection | |
+| `sale_order_id` | Many2one sale.order | |
+| `partner_id` | Many2one res.partner | |
+| `sent_date` | Datetime | |
+| `recipient_email` | Char | |
+| `attachment_names` | Text | Comma-separated list |
+| `status` | Selection | sent, failed, bounced |
+| `error_message` | Text | |
+| `mail_mail_id` | Many2one mail.mail | |
+
+### Document Assembly (Shipment Email)
+
+1. Find portal job linked to SO/MO
+2. Generate CoC PDF (bilingual EN/FR, customer logo, Nadcap badge if applicable)
+3. Attach thickness report if available
+4. Attach invoice PDF
+5. Include tracking info in email body (carrier tracking # or driver ETA)
+6. Send to customer contact
+7. Log in fp.notification.log
+
+### CoC Report Updates
+
+- Customer logo placement (from partner.image_1920)
+- Nadcap badge (conditional)
+- EN Tech branding (replace Steelhead)
+- Recorded thickness field
+- Process description with spec references
+- Bilingual certification statement
+- Quantities: Shipped/Exp, NC Qty columns
+- Configurable certifying authority signature
+
+### Thickness / Measurement Report (NEW template)
+
+Based on Fischerscope XDAL 600 output:
+- EN Tech header
+- Equipment info (model, product, application)
+- Microscope image (attached photo)
+- Reading data table (NiP mils, Ni %, P %)
+- Statistical summary (Mean, Std Dev, CoV%, Range)
+- Calibration standard reference
+- Operator, date/time
+- Data entry: manual for now, future Fischerscope CSV import
+
+---
+
+## 7. Certificate Registry — `fp.certificate`
+
+Unified model logging every certificate issued.
+
+### Model: `fp.certificate`
+
+| Field | Type | Description |
+|-------|------|-------------|
+| `name` | Char | Auto-sequence (CERT-00001) |
+| `certificate_type` | Selection | coc, thickness_report, mill_test, nadcap_cert, customer_specific |
+| `partner_id` | Many2one res.partner | Customer |
+| `sale_order_id` | Many2one sale.order | |
+| `production_id` | Many2one mrp.production | |
+| `portal_job_id` | Many2one fp.portal.job | |
+| `part_number` | Char | Denormalized for fast search |
+| `process_description` | Char | e.g. "ELECTROLESS NICKEL PLATING PER AMS 2404" |
+| `spec_reference` | Char | |
+| `po_number` | Char | Customer PO ref |
+| `entech_wo_number` | Char | Internal WO # |
+| `quantity_shipped` | Integer | |
+| `issued_by_id` | Many2one res.users | |
+| `certified_by_id` | Many2one res.users | Signing authority |
+| `issue_date` | Date | Default=today |
+| `attachment_id` | Many2one ir.attachment | Generated PDF |
+| `thickness_reading_ids` | One2many fp.thickness.reading | Linked measurements |
+| `state` | Selection | draft, issued, voided |
+| `void_reason` | Text | |
+| `notes` | Html | |
+
+### Auto-Creation
+
+When CoC or thickness report is generated, fp.certificate record auto-created with PDF attached.
+
+### Views
+
+- **List** (default, newest first): Issue Date, Cert #, Type, Customer, Part #, PO #, Entech WO#, Process, Qty, Issued By, Status
+- **Search**: Quick filters by Customer, Certificate Type, Date Range, Part Number, PO Number. Group by: Customer, Type, Month, Issued By.
+- **Form**: Certificate type badge, state buttons (Issue/Void), customer info, part details, tabs for Thickness Readings, Attachments, Notes. "Regenerate PDF" and "Send to Customer" buttons.
+
+---
+
+## 8. `fusion_tasks` (Entech Plating) — Local Delivery Dispatch
+
+### Fork & Strip Strategy
+
+**Remove:**
+- Cross-instance sync (fusion.task.sync.config, shadow tasks)
+- `fusion_claims.*` config parameters → rename to `fusion_tasks.*`
+- `sales_team` dependency
+- Irrelevant task types (repair, troubleshoot, assessment, ltc_visit, maintenance, installation)
+- All sync-related fields (x_fc_sync_*)
+
+**Keep:**
+- Google Maps integration (Leaflet.js map view)
+- GPS tracking (fusion.technician.location → fusion.driver.location)
+- Geocoding (_geocode_address())
+- Route planning / scheduling / conflict avoidance
+- Push notifications (fusion.push.subscription)
+- Map view JS/SCSS/XML
+
+### Adapted Model: `fusion.delivery.task`
+
+Renamed from `fusion.technician.task`.
+
+**Task Types** (reduced):
+- `delivery` — outbound delivery
+- `pickup` — collect parts from customer
+- `return` — return rejected/damaged parts
+- `rush` — same-day urgent
+
+**Status Workflow:**
+- `pending` → `scheduled` → `en_route` → `delivered` (or `failed`)
+
+**Key Fields:**
+
+| Field | Type | Description |
+|-------|------|-------------|
+| `delivery_id` | Many2one fusion.plating.delivery | Links to logistics |
+| `sale_order_id` | Many2one sale.order | |
+| `portal_job_id` | Many2one fp.portal.job | |
+| `partner_id` | Many2one res.partner | Customer |
+| `driver_id` | Many2one hr.employee | Renamed from technician_id |
+| `vehicle_id` | Many2one fusion.plating.vehicle | |
+| `packages_count` | Integer | Number of boxes/crates |
+| `weight_total` | Float | Total weight |
+| `requires_signature` | Boolean | POD required |
+| `requires_photo` | Boolean | Photo proof required |
+| `coc_attachment_id` | Many2one ir.attachment | CoC to hand to customer |
+
+**Delivery Integration:**
+- `action_mark_delivered()`: logs GPS + timestamp, captures signature/photo, updates fp.delivery → delivered, cascades to portal job → shipped, triggers shipment notification email
+- `action_mark_failed()`: logs reason, creates follow-up activity
+
+### Dependencies
+
+```python
+'depends': ['base', 'mail', 'hr', 'fusion_plating_logistics'],
+```
+
+### Menu Placement
+
+Inside Fusion Plating: Shipping & Delivery → Local Delivery Tasks, Driver Map
+
+Standalone (optional): Delivery Dispatch app for drivers.
+
+---
+
+## 9. Complete End-to-End Workflow
+
+### Stage 1: Customer Inquiry
+
+- **Portal path:** Customer uploads 3D/PDF on portal → sees estimated price → submits → fp.quote.request created
+- **Email/phone path:** Estimator creates fp.quote.request manually, uploads customer's files
+- **Modules:** fusion_plating_portal, fusion_plating_configurator
+
+### Stage 2: Quotation
+
+- Estimator opens Configurator inside Fusion Plating app
+- Selects/creates part in Part Catalog
+- 3D model → auto surface area + 3D preview; PDF → manual measurements
+- Selects Coating Configuration
+- Pricing engine calculates from rules; estimator reviews/overrides
+- Adds delivery/shipping fees, sets invoice strategy
+- "Create Quotation" → sale.order with all x_fc_* fields
+- Sends quotation → email notification with Quote PDF
+- **Modules:** fusion_plating_configurator, fusion_plating_notifications
+
+### Stage 3: Order Confirmation
+
+- Customer accepts + submits PO (email or portal)
+- PO number entered on SO, PO document uploaded (or manager override for handshake deals)
+- SO confirmed:
+  - Account hold check → blocked if hold active (manager override)
+  - Invoice strategy fires (deposit/COD → auto-invoice; net_terms/progress → no invoice yet)
+  - Email: Order Confirmation + SO PDF
+  - Receiving record auto-created (draft)
+  - Portal job auto-created (received)
+- **Modules:** fusion_plating_invoicing, fusion_plating_receiving, fusion_plating_bridge_mrp, fusion_plating_notifications
+
+### Stage 4: Parts Receiving
+
+- Parts arrive → receiver opens receiving record
+- Counts parts, inspects condition
+- Good → accepted; damage/mismatch → discrepancy → follow-up → resolved
+- Email: Parts Received
+- Portal job → in_progress
+- **Modules:** fusion_plating_receiving, fusion_plating_notifications
+
+### Stage 5: Manufacturing Planning
+
+- MO created from SO (standard sale_mrp)
+- Receiving gate: warns if parts not received
+- COD gate: warns if prepay not paid
+- Planner assigns recipe, configures opt-in/out steps
+- Recipe → Work Orders generated (one WO per operation node, steps = WO instructions)
+- **Modules:** fusion_plating_bridge_mrp
+
+### Stage 6: Manufacturing Execution
+
+- Operators work WOs on shopfloor (Plant Overview kanban, timers, bath/tank assignment)
+- Quality holds if needed
+- All WOs done → MO done:
+  - Portal job → ready_to_ship
+  - fp.delivery auto-created (draft)
+  - Thickness readings entered
+  - CoC + thickness report generated → fp.certificate records created
+- Progress invoicing: if strategy=progress, invoice this MO's portion
+- **Modules:** fusion_plating_shopfloor, fusion_plating_bridge_mrp, fusion_plating_quality, fusion_plating_invoicing
+
+### Stage 7: Shipping / Local Delivery
+
+**Shipping Partner (Purolator, FedEx, UPS, etc.):**
+- fp.delivery scheduled with carrier + tracking #
+- Packing list generated, delivery marked shipped
+- Module: fusion_plating_logistics
+
+**Local Delivery (EN Tech driver):**
+- fusion.delivery.task created, driver + vehicle assigned
+- Driver Map shows live GPS tracking
+- Driver delivers → signature/photo POD → cascades to fp.delivery
+- Module: fusion_tasks (Entech Plating)
+
+**Customer Pickup:**
+- Email: Ready for Pickup
+- Customer arrives → parts released → signature → fp.delivery marked delivered
+
+**All paths:**
+- Portal job → shipped
+- Email: CoC + Thickness Report + Invoice + Tracking/ETA
+- **Modules:** fusion_plating_logistics, fusion_tasks, fusion_plating_notifications
+
+### Stage 8: Invoicing & Payment
+
+- Strategy determines timing:
+  - deposit → balance invoice after shipping
+  - progress → final invoice for remaining balance
+  - net_terms → full invoice after shipping
+  - cod_prepay → already invoiced & paid
+- Delivery method change after invoice → supplementary invoice or credit note
+- Invoice posted → portal job → complete → email with Invoice PDF
+- **Modules:** fusion_plating_invoicing, fusion_plating_bridge_mrp, fusion_plating_notifications
+
+### Stage 9: Customer Portal
+
+- Full job lifecycle visible: progress bar (received → complete)
+- Documents tab: CoC, thickness report, invoice — downloadable
+- Part catalog: saved parts with 3D preview
+- Order history: past orders, re-order from catalog
+- Quote request history, tracking info, notification history
+- **Modules:** fusion_plating_portal
+
+---
+
+## 10. Module Dependency Graph
+
+```
+fusion_plating (core)
+  ├── fusion_plating_configurator
+  │     └── depends: fusion_plating, sale_management
+  ├── fusion_plating_receiving
+  │     └── depends: fusion_plating, sale_management
+  ├── fusion_plating_invoicing
+  │     └── depends: fusion_plating, sale_management, account
+  ├── fusion_plating_notifications
+  │     └── depends: fusion_plating, fusion_plating_reports, mail
+  ├── fusion_plating_bridge_mrp
+  │     └── depends: fusion_plating, fusion_plating_configurator,
+  │                  fusion_plating_receiving, fusion_plating_invoicing,
+  │                  mrp
+  ├── fusion_plating_portal
+  │     └── depends: fusion_plating, fusion_plating_configurator,
+  │                  fusion_plating_notifications, portal
+  ├── fusion_plating_logistics
+  │     └── depends: fusion_plating
+  └── fusion_tasks (Entech Plating — separate repo)
+        └── depends: fusion_plating_logistics, hr, mail
+```
+
+---
+
+## 11. Pricing Variables Reference
+
+All 10 pricing variables that drive the configurator:
+
+1. **Surface area** — more area = more chemistry consumed
+2. **Coating type** — EN, chrome, anodize, black oxide (different bath costs)
+3. **Thickness spec** — more passes/dwell time
+4. **Substrate material** — aluminium needs zincate pre-treatment
+5. **Quantity / batch size** — more parts per rack = lower per-unit cost
+6. **Part complexity** — blind holes, recesses, masking areas
+7. **Masking requirements** — labour-intensive
+8. **Spec / certification level** — Nadcap/aerospace = more QC overhead
+9. **Turnaround time** — rush = premium
+10. **Pre/post treatment** — bead blast, bake, passivate
+
+---
+
+## 12. Key Architectural Decisions
+
+| Decision | Resolution |
+|----------|------------|
+| Configurator primary user | Internal estimator; portal is simplified lead-gen |
+| 3D file handling | STEP/STL auto surface area calc + 3D preview; PDF manual (Claude Vision roadmap) |
+| Pricing model | Formula-calculated with estimator override |
+| Part catalog | Customer part library for repeat business + one-off support |
+| PO requirement | Required before manufacturing, but manager override available |
+| Invoice strategies | All 4 supported (deposit, progress, net_terms, cod_prepay), configurable per order |
+| Account hold | Manual for now, auto from aging on roadmap |
+| Shipping decision | Set at quote time, changeable later with price adjustment |
+| Local delivery | Fork fusion_tasks, strip claims, keep GPS/maps |
+| Certificate management | Unified fp.certificate registry with filters, auto-creation on report generation |
+| Recipe → WO mapping | One WO per operation node, steps become WO instructions |
+
+---
+
+## 13. Roadmap Items (Not in Initial Build)
+
+- Claude Vision for PDF drawing measurement extraction
+- Auto account hold computed from invoice aging
+- Fischerscope CSV import (auto-populate thickness readings)
+- Multi-driver route optimization
+- Customer-specific certificate templates
+- Product configurator on portal (dynamic pricing preview)
+- Tags on recipe nodes
+- Dashboard transitions on recipe nodes
+- Treatment groups / choices on recipe nodes