Detailed task-by-task plan for executing Phase 0 of the Enterprise
Takeover Roadmap. 22 tasks covering:
- Sub-module skeletons (_core, _ai, _migration) and meta-module conversion
- Move all current AI module code into fusion_accounting_ai with git mv
- ir_model_data ownership reassignment via post-migration script
- Data adapter pattern (base + bank_rec + reports + followup + assets adapters)
- Refactor of every AI tool to route through adapters (pilot in bank_rec, then survey + per-file)
- Strip all hard Enterprise dependencies from manifests
- Enterprise-detection helper and shared-field-ownership models in _core
- Multi-company record rule on fusion.accounting.session (was a Known Issue)
- Migration safety guard that blocks Enterprise uninstall until wizard runs
- Migration wizard skeleton (per-feature migrations added by future phases)
- tools/check_odoo_diff.sh for the annual upgrade ritual
- Per-sub-module CLAUDE.md, UPGRADE_NOTES.md, README.md
- CI pipeline (or deferral note if not yet viable)
- Empirical Enterprise-uninstall verification test on a throwaway instance
- End-to-end smoke test + completion tag
Each task uses TDD where applicable (test fails, implement, test passes,
commit) and concrete validation commands where TDD doesn't fit (file moves,
config changes, manual smoke tests).
Made-with: Cursor
Database stores datetimes naive-UTC, but the dashboards and emails were
showing UTC strings to users in EST/EDT — making 9pm Toronto look like 1am
the next day. Adds a single helper module + auto-detection on install.
Core changes (fusion_plating):
- New fp_tz.py helper: fp_user_tz, fp_format, fp_isoformat_utc, fp_time_ago
Resolves user.tz → company.x_fc_default_tz → UTC.
- res.company.x_fc_default_tz Selection (full pytz IANA list)
- res.config.settings exposes the company tz under a new "Regional
Settings" block in Settings > Fusion Plating
- post_init_hook auto-populates the tz on first install: tries admin
user → server /etc/timezone → America/Toronto fallback
- fp_process_node._to_dict now sends create_date/write_date as ISO with
explicit +00:00 marker so JS new Date() parses it as UTC and the
recipe tree editor's "time ago" math works correctly
Shop-floor controllers:
- shopfloor_controller.py: every fields.Datetime.to_string() and naive
.strftime() swapped for fp_format(env, ...) — due_at, bake times,
last_log_date, gates, server_time all now in user's tz
- _time_ago() removed; replaced with fp_time_ago helper which compares
tz-aware datetimes (the local one was naive-vs-naive and could be
off by hours)
- manager_controller.py date_planned: str(...)[:10] slice replaced
with fp_format MM/DD in user's tz
Notifications + reports:
- mail_template_data.xml: 5 .strftime() calls in body_html → babel
format_datetime / format_date with tz=(user.tz or company tz)
- report_fp_job_traveller.xml: rec.received_date (Datetime) gets
t-options="{'widget':'datetime'}" so Odoo's QWeb renders in user tz
Settings view layout:
- fusion_plating now owns the Settings page "Fusion Plating" app shell
- fusion_plating_certificates xpaths into it instead of redefining
(prevents app-name collision)
Verified on odoo-entech (LXC 111): post_init_hook detects
America/Toronto from /etc/timezone, MO date_start 2026-04-17 05:28 UTC
correctly displays as 2026-04-17 01:28 EDT.
Module versions bumped: fusion_plating 19.0.3.0.0,
fusion_plating_shopfloor 19.0.9.0.0, plus certificates / notifications /
reports → 19.0.3.0.0.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Adds the brainstormed roadmap design that turns fusion_accounting from an
AI-only extension into a full replacement for Odoo 19 Enterprise accounting
(account_accountant, account_reports, accountant, account_followup, plus
selected satellites) for Nexa client deployments.
Covers:
- Sub-module topology (9 modules + meta-module): _core, _bank_rec, _reports,
_dashboard, _followup, _assets, _budget, _ai, _migration
- Data preservation strategy: bank reconciliations verified preserved
automatically (live in Community account.partial.reconcile);
shared-field-ownership pattern for Enterprise extension fields on
account.move; pre-uninstall migration wizard for Enterprise-only tables
- Phased roadmap: Phase 0 foundation through Phase 7+ optional satellites,
with Bank Rec as Phase 1 priority and Reports as the largest phase
- Architecture rules: hybrid mirror/abstract zones, fusion.* naming,
runtime coexistence detection, zero hard Enterprise deps
- Cross-version upgrade workflow: pinned Odoo source snapshots per version,
annual diff ritual, UPGRADE_NOTES.md per sub-module
- AI integration via adapter pattern (current AI tools route through
adapters that prefer fusion native, fall back to Enterprise, then to
pure Community)
- Testing strategy, security, performance, multi-company/currency,
localization, hosting
Implementation of each phase happens in subsequent sessions, each with
its own writing-plans pass starting with Phase 0 Foundation.
Made-with: Cursor
The coloured priority stripe (4px vertical bar at the card's left
edge, set via ::before pseudo) extended past the top and bottom
rounded corners of the card — visible as sharp corners on cards with
Urgent or HOT priority (yellow/red stripe).
Cause:
.o_fp_po_card::before was positioned at left/top/bottom: -1px and
given its own border-radius, but the stripe's own radii didn't
match the card's 14px radius precisely, and the -1px offsets
pushed the stripe outside the card's curves.
Fix:
1. .o_fp_po_card gets overflow: hidden. Shadows are painted outside
the content box in CSS so box-shadow still renders fine, but any
child element (including ::before) now clips to the parent's
border-radius automatically.
2. Stripe ::before simplified to left/top/bottom: 0 — no more
negative offsets, no more independent border-radius rules.
The parent's overflow does the corner-matching.
Verified in /web/assets/5e85f15/web.assets_backend.min.css:
.o_fp_po_card { ...; overflow: hidden; ... }
.o_fp_po_card::before { content: ""; position: absolute;
left: 0; top: 0; bottom: 0; width: 4px; ... }
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Two problems after the previous round:
1) Mobile scroll still not working, even on a real phone.
Dug into /usr/lib/python3/dist-packages/odoo/addons/web/static/src/
webclient/webclient_layout.scss and found Odoo's mobile layout
switches scroll ownership at @media-breakpoint-down(md) (<768px):
Desktop: .o_content has overflow:auto — your content scrolls there
Mobile: .o_action gets overflow:auto, .o_content is overflow:initial
Our client action roots had `min-height: 100%` and relied on an
ancestor for scroll. That ancestor changes between breakpoints, and
somewhere in the transition scroll gets lost — the page fills but
can't scroll.
Fix: make each page OWN its scroll, like .o_content on desktop
kanban/list views. Three roots now have:
.o_fp_tablet / .o_fp_manager / .o_fp_plant_overview {
height: 100%;
overflow-y: auto;
-webkit-overflow-scrolling: touch;
}
Scroll works regardless of which ancestor Odoo decides owns it at
any given breakpoint.
2) Sharp corner on column header at mobile widths.
The previous commit set `overflow: visible` on .o_fp_po_column at
<=900px trying to help scroll. But the column has border-radius: 20px
and contains .o_fp_po_col_header (which has its own background). When
overflow is visible, the header bg extends to the column's corners
without being clipped — you see squared corners on the mobile card.
Fix: keep `overflow: hidden` on .o_fp_po_column at every breakpoint
(that's what clips the rounded corners). Only lift `max-height` on
mobile so columns size to content naturally. Since the PAGE now owns
the scroll (see fix#1), the column doesn't need internal scroll —
no `overflow: auto` on the body is needed either.
Verified in compiled CSS at /web/assets/7ff5b28/web.assets_backend.min.css:
.o_fp_tablet { height: 100%; overflow-y: auto; ... }
.o_fp_manager { height: 100%; overflow-y: auto; ... }
.o_fp_plant_overview { height: 100%; overflow-y: auto; ... }
.o_fp_po_column { border-radius: 20px; overflow: hidden }
@media (max-width: 900px) .o_fp_po_column {
flex: 1 1 auto; min-width: 100%; max-width: 100%;
max-height: none; // no overflow override — hidden stays
}
Version bumped 19.0.6.0.0 -> 19.0.7.0.0 to force bundle hash change.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
User: "scrolling is not working" in Chrome DevTools mobile simulation.
Three actual problems:
1. Plant Overview columns had max-height: calc(100vh - 180px) +
overflow: hidden, with a nested overflow-y: auto on the column
body. Classic Trello kanban pattern — works on desktop, breaks
on mobile. You get two scroll containers fighting each other and
the PAGE itself can't scroll past the viewport height.
2. .o_fp_po_columns had overflow-x: auto on all widths. On the
phone-stack breakpoint (<600px) this was also still on, creating
another nested scroll container.
3. Draggable cards can swallow touch events on mobile because
touch-action defaults to "auto" and Chrome's mobile simulator
treats touch on draggable elements as potential drag-start.
Fixes — all at the <=900px breakpoint (tablets + phones):
.o_fp_po_column max-height: none; overflow: visible
.o_fp_po_col_body overflow-y: visible
.o_fp_po_columns flex-direction: column; overflow: visible
Plus .o_fp_po_card carries `touch-action: pan-y` unconditionally —
touch-scroll gestures never get hijacked by the draggable="true"
attribute. Desktop mousedown drag still works (HTML5 drag-drop
isn't touch-based by default).
Also added -webkit-overflow-scrolling: touch to all three page
roots (.o_fp_tablet, .o_fp_manager, .o_fp_plant_overview) and to
the internal scroll containers that remain on desktop — gives iOS
Safari proper momentum scroll (11 occurrences in the compiled
bundle).
Drag-drop JS preventDefault calls audited — they only fire on
dragover/drop (HTML5 drag events), which don't exist on touch by
default, so no touch interference there.
Verified via compiled CSS:
.o_fp_po_card { touch-action: pan-y; ... }
@media (max-width: 900px) .o_fp_po_column { overflow-x: visible;
overflow-y: visible; min-height: auto }
@media (max-width: 900px) .o_fp_po_col_body { overflow-y: visible }
Version bumped 19.0.5.0.0 -> 19.0.6.0.0 to force the bundle hash
to change. New URL: /web/assets/4a1b69e/web.assets_backend.min.css
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Dug deeper after the user reported shop-floor pages staying white in
dark mode. Traced through Odoo 19 source:
_dependencies/web_enterprise/static/src/
webclient/color_scheme/color_scheme_service.js <- reads cookie
scss/primary_variables.scss \$o-webclient-color-scheme: bright
scss/primary_variables.dark.scss \$o-webclient-color-scheme: dark
Odoo compiles TWO separate CSS bundles:
web.assets_backend -> compiled with \$...scheme: bright
web.assets_web_dark -> compiled with \$...scheme: dark
(the .dark.scss files are layered in front of the light ones)
Our shop-floor SCSS is in web.assets_backend, which means it gets
compiled into BOTH bundles. But the previous CSS-variable fallback
chain (var(--fp-page-bg, var(--bs-tertiary-bg, #hex))) baked the
SAME hex fallback into both bundles, so cards stayed white in dark.
Odoo's own code doesn't redefine --bs-* CSS custom properties at
runtime either — it just bakes the dark palette straight into the
dark bundle via SCSS \$-variables during compile.
Fix: _fp_shopfloor_tokens.scss now branches at compile time:
\$o-webclient-color-scheme: bright !default;
\$_fp-page-hex: #f3f4f6; // light defaults
\$_fp-card-hex: #ffffff;
...
@if \$o-webclient-color-scheme == dark {
\$_fp-page-hex: #1a1d21 !global;
\$_fp-card-hex: #22262d !global;
...
}
\$fp-page: var(--fp-page-bg, \$_fp-page-hex);
\$fp-card: var(--fp-card-bg, \$_fp-card-hex);
The CSS-custom-property fallback stays so deployments can still skin
via --fp-* without touching SCSS; the underlying hex changes between
bundles.
Verified via odoo-shell:
LIGHT bundle: .o_fp_plant_overview { background-color: var(...#f3f4f6) }
.o_fp_po_card { background-color: var(...#ffffff);
border: ... #d8dadd }
DARK bundle: .o_fp_plant_overview { background-color: var(...#1a1d21) }
.o_fp_po_card { background-color: var(...#22262d);
border: ... #343942 }
Two separate bundle URLs generated:
/web/assets/a593157/web.assets_backend.min.css
/web/assets/a9dba7d/web.assets_web_dark.min.css
=== CLAUDE.md ===
Replaced the previous (incorrect) .o_dark_mode override advice with
a proper "Branch on \$o-webclient-color-scheme at SCSS compile time"
section, including the bundle names and the verify-via-odoo-shell
snippet. Future redesigns now have a single, correct pattern to
follow.
Version bumped 19.0.4.0.0 -> 19.0.5.0.0 to force asset hash change.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Two fixes + a memory entry in CLAUDE.md.
=== Dark mode ===
User: "when I change the theme the whole background does not turn
dark like the other pages does". Digging through Odoo 19 source:
/_dependencies/web_enterprise/static/src/scss/
bootstrap_overridden.dark.scss
primary_variables.dark.scss
secondary_variables.dark.scss
Odoo doesn't flip dark mode via a runtime .o_dark_mode class on the
DOM — it compiles a SEPARATE asset bundle where $o-webclient-color-
scheme: dark is set, which redefines every --bs-* token with dark
values. When the user toggles dark mode, Odoo swaps the whole CSS
bundle.
So my previous :root[data-bs-theme="dark"] { --fp-page-bg: #13161a; }
block was DEAD CODE — nothing ever sets data-bs-theme on the root.
Fixed: tokens now fall through to Bootstrap's --bs-* semantic tokens
before hitting a hex default, so they auto-invert when Odoo swaps
bundles. Three-level fallback chain:
$fp-page : var(--fp-page-bg,
var(--bs-tertiary-bg, #f3f4f6));
$fp-card : var(--fp-card-bg,
var(--bs-card-bg,
var(--o-view-background-color, #ffffff)));
$fp-border : var(--fp-border-color,
var(--bs-border-color, #d8dadd));
$fp-ink : var(--fp-ink, var(--bs-body-color, #1f2937));
Dead .o_dark_mode block removed. No runtime selector needed.
=== Quick View button ===
User: "Quick View button color is white with white button in light
mode." Cause: Bootstrap's .btn-primary loads AFTER our custom CSS
in the bundle and resets color: #fff, background: var(--bs-btn-bg)
— which clobbered our $fp-accent / $fp-ink assignment because a
later rule at the same specificity wins.
Fix: split the primary button into its own rule with higher
specificity (.o_fp_manager .o_fp_manager_head_actions .btn.btn-primary)
and !important on the three key properties — so Bootstrap can't
shout us down. Hover uses brightness(1.08) for a subtle darken
without needing another color assignment.
=== CLAUDE.md additions ===
Added two new rules documenting the lessons so this isn't relearned:
Rule 8 — Odoo 19 forbids @import in custom SCSS (silent warning,
falls back to cached bundle). Register partials in the assets list
in load order; SCSS variables cascade through the bundle.
"Card Styling — Copy Odoo's Kanban Pattern" section explaining:
- Don't rely on --bs-border-color directly for card surfaces
- Chain through $fp-* → --fp-* → --bs-* → hex
- 3-layer contrast rule (page → container → card)
- Reference _fp_shopfloor_tokens.scss as canonical
"Asset Bundle Cache Busting" section with 4-step escalation path
for when CSS changes don't show up in browser.
Verified: bundle regenerated to /web/assets/b48ab17/web.assets_backend.min.css
(id 1945). Card rule compiled with full fallback chain visible.
Primary button carries !important modifier for bg/border/color.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Why the borders weren't showing: the previous approach used
color-mix(var(--bs-body-color) 4%, var(--o-view-background-color)) for
card/column backgrounds. Under Odoo 19 the resolved values for those
variables were nearly identical to var(--bs-body-bg), so the card
surfaces visually merged into the page. Same problem for borders:
var(--bs-border-color) can render extremely faint depending on theme.
Checked what Odoo's native kanban does — dug through the compiled
CSS and found:
.o_kanban_record { background-color: white;
border: 1px solid #d8dadd; }
.o_kanban_group { background: var(--KanbanGroup-background); }
Odoo uses EXPLICIT hex values and card-specific tokens, not the
generic body/border variables. Adopted the same approach.
New tokens in _fp_shopfloor_tokens.scss — all explicit, plus a
dark-mode override block keyed off [data-bs-theme="dark"] and
.o_dark_mode (Odoo 19 uses both):
light dark
------------------------ ------------------
--fp-page-bg: #f3f4f6 #13161a
--fp-column-bg: #e9ebef #1a1e24
--fp-card-bg: #ffffff #22262d
--fp-card-soft-bg: #f8fafc #1c2027
--fp-border-color: #d8dadd #343942
--fp-ink: #1f2937 #e5e7eb
--fp-ink-mute: #6b7280 #8a909a
shadow scale switched from color-mix to explicit rgba(0,0,0,...)
so it renders identically across browsers.
All three SCSS files updated via sed to swap
var(--bs-border-color) -> #{$fp-border}
...then $fp-border resolves to var(--fp-border-color, #d8dadd) — a
proper card-level border that is VISIBLE (28 refs to --fp-card-bg
and 35 refs to --fp-border-color confirmed in the compiled bundle).
Plant Overview specifically now has:
* Column: #f8fafc bg + #d8dadd border + shadow
(column is brighter than the page it sits on)
* Column HEADER: #ffffff inside the column, with bottom border
(clear separator between stages)
* Card: solid #ffffff bg + #d8dadd border + shadow
(brightest surface, pops off the column)
* Gap between columns: 16px so the column borders don't touch
Module version bumped to 19.0.3.0.0. Bundle regenerated at
/web/assets/0cd8bc1/web.assets_backend.min.css (1.45 MB, id 1939).
Verified by parsing compiled CSS:
.o_fp_po_card: background-color: var(--fp-card-bg, #ffffff);
border: 1px solid var(--fp-border-color, #d8dadd);
.o_fp_po_column: background-color: var(--fp-card-soft-bg, #f8fafc);
border: 1px solid var(--fp-border-color, #d8dadd);
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Three direct fixes responding to user feedback:
1. Drag-drop "simulation" — now works like Trello/Linear. As the
cursor moves over a column, a live DOM placeholder node is
INJECTED into the card list at the exact position the dragged
card will drop. The placeholder is a 4px pulsing accent-coloured
bar with a soft glow ring. Slides smoothly between cards as the
cursor moves. Column body also gets a tinted background + inset
accent outline for the "whole column is receptive" cue.
Previous version only tinted the column — no indicator of WHERE
the card would land. The new approach actually mimics the physical
gesture: cards visually make room for the incoming card.
2. Customer logo restored at 32×32px.
Removing it was the wrong call. It's back now as a small
thumbnail avatar (rounded 10px corners, soft border, object-fit
contain so wide logos don't squish). Sits to the left of the
customer name in the card top row. Fallback icon for customers
without a logo. Takes the same space as the step badge on the
right — compact and organised.
3. Module version bumped 19.0.1.0.0 → 19.0.2.0.0 so the asset
bundle content hash changes. The new compiled CSS is served at
/web/assets/022171c/web.assets_backend.min.css (previously
/web/assets/278b43c/...). Fresh URL forces browser to refetch —
this is what was causing the "still no border" complaint.
Verified in compiled CSS: o_fp_po_card_avatar, o_fp_po_drop_placeholder,
o_fp_placeholder_pulse keyframes, o_fp_drop_target — all present.
Zero SCSS warnings. Module upgrade clean.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Three concrete fixes based on user feedback:
1. Card borders restored — every card / panel / KPI tile / queue row /
bake row / team card now has a thin 1px border (var(--bs-border-color))
ON TOP of the soft shadow. That's the classic SaaS card treatment
and solves the "jobs have no borders, they blend together" problem.
Hover lifts the border to the accent colour (~45% mix) so cards
feel responsive.
2. Plant Overview drop-zone indicator restored.
- Column body gets inset outline + tinted background on dragover
(.o_fp_drop_target class already added by onColDragOver in JS)
- A 56px dashed placeholder bar appears at the bottom of the column
via ::after on the drop target. That's the "here's where the card
will land" visual the user remembered.
- Dragged card gets scale(0.97) + slight rotation + opacity 0.4 for
a clearer "I'm picking this up" feedback.
3. Customer logo removed from Plant Overview cards.
The big company logo at the top of each kanban card was wasting
space. Customer NAME still shows (in bold, full-width, with text-
ellipsis), step badge pill stays on the right. No more wasted
real estate on visuals nobody looks at twice.
Extra polish while in there:
- Section headers (Tablet + Manager) now have a coloured icon badge
— a rounded square 36×36 with tinted background + accent-coloured
icon next to the H3 title. Adds visual weight without noise.
- Panel head gets a 1px bottom divider.
- Manager panels tint the icon badge per panel tone (amber for
Unassigned, green for In Progress, blue for Team).
- Header action buttons (Tablet scan/picker, Manager refresh/mode)
get proper borders + hover state.
- State dividers on bake/gate/hold rows preserved as inset shadows.
Verified: bundle rebuilt at /web/assets/278b43c/web.assets_backend.min.css
(1.45MB, id 1930). All key classes present: o_fp_drop_target,
o_fp_dragging, o_fp_po_parts_bar, o_fp_po_parts_fill, section-header
icon badges. Zero SCSS warnings.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
User feedback: the previous gradient-heavy look felt cluttered, job
cards had confusing heavy borders, the hierarchy was noisy. Wiped all
three SCSS files and both OWL templates and rebuilt from scratch with
a clean minimalist design language.
Design philosophy — the single source of truth:
* NO borders on cards — depth comes from elevation (shadow) + a
tiny surface-tint difference between page and card
* ONE accent colour (var(--o-action)); semantic red/amber/green only
for status pills and state bars
* Shadow-only cards: $fp-elev-1, $fp-elev-2, $fp-elev-3 built on
color-mix of foreground so they adapt to dark mode automatically
* Generous whitespace, 8pt spacing scale ($fp-space-1 through
$fp-space-10)
* Type-first hierarchy: 32px page titles, 44px KPI numbers, tabular
numerics so refreshing counts don't jitter
* Priority/state cues via narrow 4-6px coloured bars and small dots
— never via loud backgrounds or gradient washes
* All interactive elements at 48px touch minimum (shop-floor gloves)
New token file (_fp_shopfloor_tokens.scss) exports:
- $fp-space-1..10, $fp-radius-sm..xl, $fp-radius-pill
- $fp-page / $fp-card / $fp-card-soft surface tints
- $fp-ink / $fp-ink-soft / $fp-ink-mute / $fp-ink-faint text tiers
- $fp-elev-1..3 layered shadows
- $fp-text-xs..3xl type scale
- @mixin fp-pill, fp-focus-ring, fp-card, fp-hover-only
- fp-wash() function for state-coloured soft backgrounds
Tablet Station (fusion_plating_shopfloor.scss + shopfloor_tablet.xml):
- Clean hero: just the title, station chip, picker + scan button
- KPI cards: no gradient overlay, just a 10px coloured dot and big
44px number. Hover lifts with shadow
- Active WO: soft green wash background, no border, pulsing dot
- Panels contain queue/baths/bakes/gates/holds — all on the same
card surface with big rounded corners, no internal borders
- Queue rows: flat on a soft page-tinted background, hover slides
right 2px (no lift, cleaner)
- Bake/Gate/Hold rows: state-coloured inset shadow as a 4px stripe,
no border
- Empty states: centred with a 44px muted icon and friendly copy
Manager Desk (manager_dashboard.scss + manager_dashboard.xml):
- Matching hero with live dot that calmly pulses green during a fetch
- 4 KPI cards in the same language as the tablet
- Three panels (Unassigned / In Progress / Team) with coloured dots
next to their titles instead of top accent bars
- MO cards NO borders, subtle page-tint background, 4px left stripe
only for priority (red HOT, amber Urgent)
- Team cards: avatar + name + live load pill, hover slides right
- WO expanded rows use card-soft buttons/dropdowns for low contrast
Plant Overview (plant_overview.scss):
- Columns are now shadow-lifted cards on the tinted page background
- Kanban cards: no border, small shadow, lift on hover
- Priority stripe is an inset box-shadow (not a border) so hover
transform doesn't wobble
Backend contract preserved — OWL class names, prop signatures, RPC
endpoints, and stateBadge mapping all unchanged. Only visuals.
Verified:
* Bundle compiled to /web/assets/.../web.assets_backend.min.css
(1.45MB, id 1926)
* All 6 new classes present in compiled CSS
* Zero SCSS "forbidden import" warnings
* Zero Odoo module upgrade errors
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Odoo 19 forbids local SCSS @import statements for security reasons and
silently falls back to the OLD cached CSS bundle when it sees them. My
redesign commit used:
@import "./fp_shopfloor_tokens";
in three SCSS files. Odoo logged
WARNING Local import './fp_shopfloor_tokens' is forbidden for
security reasons. Please remove all @import {your_file} imports
in your custom files.
...and the compiled bundle kept rendering the old look. That's what
the user saw.
Fix:
1. Add _fp_shopfloor_tokens.scss as the FIRST entry in
web.assets_backend in the manifest. Odoo concatenates the bundle
in order, so variables/mixins in the first file are visible to
every later file — native @import is not needed.
2. Strip the @import "./fp_shopfloor_tokens"; line from all three
consumer files (tablet, manager, plant overview).
Verified: asset bundle regenerated to /web/assets/.../web.assets_backend.min.css
(1.45 MB). Grepped the compiled CSS and all five new classes are present:
o_fp_tablet_header, o_fp_kpi_strip, o_fp_mgr_card, o_fp_live_dot,
o_fp_panel_unassigned. 8 radial-gradients baked in. Zero warnings in
the Odoo server log post-rebuild.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Shop-floor operators and managers live on these screens all day — the
old look worked but felt like a spec sheet. Pass through all 5 pages
with one design language: gradient KPI cards, hero banners, soft
shadows, rounded corners, large touch targets, friendly empty states.
Dark mode and light mode both look deliberate, not inverted.
New shared file: _fp_shopfloor_tokens.scss
A single source of truth for radii, elevation (shadows that respect
dark mode via color-mix on foreground), typography scale (tabular
numerics for KPIs, 18px base for shop-floor readability), animation
easings, semantic gradients (@mixin fp-grad), tone helpers
(@mixin fp-tone), focus ring, and the 44px touch-min token.
Every other SCSS file imports this — no duplicated colour math.
Gradients are built on color-mix(in srgb, var(--bs-foo) X%, transparent)
so they layer naturally on either the light or dark page background.
No @media-prefers-color-scheme forks needed.
Tablet Station (fusion_plating_shopfloor.scss):
* Hero banner with dual radial-gradient wash (brand + success), live
station chip, gradient focus ring on the picker.
* KPI cards (6-up on desktop, 2x3 on phone) get a subtle top accent
line, coloured gradient overlay, 40px headline number, faded icon
at corner. Tone variants (info/success/warning/danger/muted) drive
colour without extra CSS.
* Active WO banner is a green gradient pill with a breathing-dot
pulse — unmissable when something is running.
* Panels get top accents, queue rows get priority pills (HI/M/·),
bake/gate/hold rows get colour-coded left accent bars.
* Tiles have a 4px left stripe keyed to state + hover lift.
* Status chips are uppercase, pill-shaped, tone-tinted with
color-mix so they respect theme.
* Empty states now have a large 36px icon + friendly copy instead
of a one-liner.
* Focus rings use the shared @mixin fp-focus-ring.
Manager Desk (manager_dashboard.scss):
* Same hero treatment with radial gradient + live-dot pulse.
* 3 panels carry a coloured top accent bar — amber (Unassigned),
green (In Progress), blue (Team). Instant visual routing.
* KPI strip matches tablet.
* MO cards get a left priority stripe (red for HOT, amber for
Urgent), lift on hover, expand cleanly.
* Team avatars get a border + subtle tint background for depth.
* Worker/tank pickers have custom focus rings.
Plant Overview (plant_overview.scss):
* Header is now a gradient wash tied to the brand colour.
* Work-centre columns get a thin gradient top-stripe and pill-style
count badges.
* Cards have real depth (layered shadow), lift harder on hover,
change border colour on hover.
All three files share the same design tokens, so colours/shadows/
radii are identical across pages. Edit one place, everything updates.
Verified: backend asset bundle compiles clean (no SCSS errors), zero
warnings on module upgrade, asset cache cleared for fresh delivery.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Shop-floor workers and managers use phones and iPads on the line.
The existing layouts only stacked at 1100px / 1280px, which left
everything cramped on a 375px iPhone or 390px Android. Pass through
all 5 shop-floor screens with disciplined breakpoints and touch-first
sizing.
Breakpoint ladder (consistent across files):
1400px : manager WO row: worker/tank pickers drop to their own rows
1280px : manager grid 3 → 2 columns, Team spans both
1100px : tablet dashboard 2 → 1 column
900px : manager grid → 1 column; tablet + manager padding shrinks
768px : plant overview columns stack; first-piece & bake kanbans
already handled natively by Odoo
600px : PHONE — all columns stack, everything full-width, every
button min-height 44px (Apple HIG touch target), font
shrinks for denser phone screens
Manager Desk (manager_dashboard.scss):
- Header stacks into two full-width rows on phone, action buttons
flex-grow to share the row
- 3 column grid stacks earlier (900px instead of 800px) so iPad
portrait gets a clean single-column view
- WO rows: assign/tank pickers go full-width on their own rows at
1400px, then the whole row stacks to 1 column at 600px
- Cards min 56px tap zone
- Team avatars keep their layout but cap gap on phone
Tablet Station (fusion_plating_shopfloor.scss):
- Header: picker/scan button stack full-width on phone
- KPI strip auto-fit by default, forced 2×3 grid on phone so 6
tiles stay visible without scrolling past a wall of tall cards
- Queue rows: Start/Finish buttons drop to their own row on phone,
each flexing to 50% width → easy one-thumb tap
- Bake/Gate/Hold rows: full stack on phone, action buttons flex-grow
- Bath tile grid: 2-up on phone (not auto-fit)
- Active WO banner stacks, Open-WO button full-width
- Station picker and scan input go full-width
Plant Overview (plant_overview.scss):
- Columns stack at 768px (already there) + 600px padding shrink,
search input full-width, header wraps sensibly
- Cards get min-height 64px for touch
Touch-device hover suppression:
@media (hover: none) — hover highlights were sticking after tap on
phones/iPads. Block them for .o_fp_queue_row, .o_fp_tile,
.o_fp_tablet_card, .o_fp_mgr_card, .o_fp_team_card, .o_fp_po_card.
Asset cache cleared so phones pick up the new SCSS on next load.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Root cause of the stuck "Loading manager data..." spinner: the overview
endpoint included a search_count on sale.order.x_fc_workflow_stage,
which is a non-stored computed field. Odoo 19 raised:
ValueError: Cannot convert sale.order.x_fc_workflow_stage to SQL
because it is not stored
The controller silently logged the error; the JS caught and swallowed
the RPC failure, leaving state.overview=null forever. So the UI just
kept spinning while production changed around the manager.
Fixes:
1. Controller (manager_controller.py)
- "Awaiting assignment SOs" is now computed from STORED fields only:
state='sale' AND x_fc_receiving_status='inspected'
AND x_fc_assigned_manager_id=False
Same stage, legal SQL.
- Whole endpoint wrapped in try/except; failures return
{'ok': False, 'error': '...'} so the UI can surface them instead
of dying silently.
- Response carries a payload_hash (md5 of the JSON body minus
user_name). If the client sends back known_hash and nothing has
moved, the server returns {'unchanged': True, 'payload_hash': ...}
and the client skips the repaint entirely. Keeps the UI quiet
between polls.
2. OWL component (manager_dashboard.js)
- Poll cadence tightened from 30s → 8s (production-pace).
- Unchanged payloads don't mutate state.overview → no re-render,
no flash. Live dot just updates its tooltip.
- Changed payloads do an in-place MERGE of the overview (copying
scalars/arrays onto the existing reactive object) instead of
replacing it wholesale. OWL's diff only re-renders rows that
actually moved.
- isFetching guard so overlapping polls can't stack up.
- state.loadError surfaces backend errors in a red banner with a
Retry button — no more silent spinner.
3. UX
- Live dot next to the title: soft green at rest, bright green
pulsing during a fetch.
- "Updated Xs ago" subtitle uses a getter so the label freshens
between polls.
- Manual Refresh button next to Quick/Detailed toggle.
- Spinner only appears on the genuine first load; gone forever
once the first payload lands.
Verified: the old crashing query now runs clean on demo data; odoo
logs show zero errors for the last 5 minutes of polling.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
The earlier description templates were global — same 8 generic texts
applied to any part. That's useless when a customer has 3,500 parts
and each part has 3–5 canned variants (standard, masked threads,
masked bore, rework, rush packaging). That's ~17,500 rows total, and
the variants ONLY make sense in the context of a specific part number.
Restructured so descriptions live on each part:
Model changes:
fp.sale.description.template.part_catalog_id (new M2O, indexed,
ondelete cascade) — the primary scoping field
fp.sale.description.template.partner_id — now a related store=True
field pulled from the part, so customer-level search still works
fp.part.catalog.description_template_ids (new O2M inverse) — the
5–10 canned descriptions attached to this specific part
fp.part.catalog.description_template_count (computed)
UI changes:
Part Catalog form: new "Descriptions" notebook page with inline
editable list (sequence + name + tag + description + usage_count).
5 variants take 30 seconds to enter.
Part Catalog form: new smart button "Descriptions" showing the count,
jumps to the full list filtered by this part.
Template list view: part_catalog_id column added, list ordered by
part first. Search view adds Part filter + Part-Specific /
Generic (No Part) filters + Group By Part.
Wizard changes:
description_template_id domain now prioritises part-specific, falls
through to partner, coating, or generic on a single dynamic domain.
_onchange_suggest_template priority: part → customer → coating →
none. No longer auto-picks a random global template when a part
has its own.
Smoke-tested on VS-HSA201-B (Amphenol):
5 canned variants seeded on the part form
Wizard with this part auto-suggested the lowest-sequence one
The part's Descriptions smart button shows "5"
Bulk data entry path for the client's 3,500 parts: either use the
inline list on each part form, or import via CSV with the new
part_catalog_id column (external_id or DB id).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Completes the worker-access story. Handoffs now route themselves.
New model fp.work.role with 8 seeded defaults (noupdate so shops can
rename/prune):
masking · racking · plating_op · demask · oven · derack ·
inspection · rework
Each one has a code, icon, description, sequence, active flag.
Config menu: Configuration → Shop Roles (manager-only).
Field additions:
hr.employee.x_fc_work_role_ids (Many2many) — tag workers with the
roles they perform. One-person shop: one employee, every role.
Specialised shop: one role per employee. Cross-trained: multiple.
fusion.plating.process.node.x_fc_work_role_id (Many2one) — tag
each recipe operation with the role that performs it.
mrp.workorder.x_fc_work_role_id (Many2one) — copied from the recipe
operation on WO generation.
Auto-assignment on WO generation:
_generate_workorders_from_recipe() now copies the operation's role
onto the WO, then calls _fp_pick_worker_for_role() which picks the
least-loaded employee (active WO count) with that role. WO lands in
their Tablet "My Queue" the moment the MO is confirmed. No manual
routing needed for the common case.
Tablet Station — worker mode:
/fp/shopfloor/tablet_overview now filters to WOs where
x_fc_assigned_user_id == env.user when the field is populated.
KPIs (WOs Ready / In Progress) reflect the logged-in worker's load,
not shop-wide totals. "My Queue" rows carry wo_state + can_start +
can_finish so inline Start/Finish buttons appear.
New JS handlers onStartWo / onFinishWo call /fp/shopfloor/start_wo
and /fp/shopfloor/stop_wo (finish=true). One-tap progression.
Views:
hr.employee form gets a "Shop Roles" notebook page with many2many_tags.
Process node form gets x_fc_work_role_id inline after work_center_id.
Work Order form shows role + assigned worker.
Smoke-tested end-to-end on WH/MO/00010:
Masking → Administrator (masking role)
Racking → Administrator (racking role)
E-Nickel → Andrew (plating_op, least-loaded tiebreaker)
Demask → Administrator (masking)
Oven bake → Andrew (oven)
Derack → Administrator (racking fallback)
Post-plate QA → Administrator (inspection)
80 existing WOs backfilled with role + worker via name-match.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
New client action "Manager Desk" under Shop Floor menu (manager-only).
Three-column dashboard designed for the shop manager's daily job:
Column 1 — Needs a Worker
MOs with active WOs missing user assignment. Each card expands to
show per-WO rows with:
- Assign Worker dropdown (pulls from group_fusion_plating_operator)
- Tank swap dropdown (all tanks with current bath)
- Take Over (claims for the manager in one click)
- Open (jump to WO form)
Column 2 — In Progress
MOs with workers actively running WOs. Shows who's on each step,
lets manager reassign or take over if someone steps away.
Column 3 — Team
Avatar grid of operators with live queue + in-progress counts.
Click to drill into that operator's full WO list.
KPI strip on top: Unassigned WOs, In Progress, Ready to Ship, Awaiting
Assignment SOs.
Quick / Detailed view toggle — Detailed auto-expands every card body.
New field mrp.workorder.x_fc_assigned_user_id (indexed, tracked) —
the worker currently owning this step. Will be the pivot the Tablet
Station filters on in Chunk 4.
Three new endpoints:
/fp/manager/overview — dashboard snapshot (30s auto-refresh)
/fp/manager/assign_worker — set user on a WO
/fp/manager/assign_tank — swap tank on a WO
/fp/manager/take_over — manager claims the WO (no-show coverage)
Controller is graceful when mrp module isn't installed (empty overview,
no crash) and when the bridge_mrp assignment field isn't present (falls
back to showing all active WOs as "unassigned").
Verified: 4 WOs assigned across 2 users, overview queries return the
expected counts, res.groups.user_ids (Odoo 19 API, not deprecated .users).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Sale Order form now guides the user through the next step without
making them navigate between screens.
New computed field sale.order.x_fc_workflow_stage with 12 stages:
draft → awaiting_parts → inspecting → accept_parts → assign_work
→ in_production → ready_to_ship → shipped → invoicing
→ paid → complete (+ cancelled)
Driven by SO.state + x_fc_receiving_status + MO state +
delivery.state + invoice payment state.
Five contextual header buttons (only 1-2 visible at any time,
fusion_claims pattern — invisible="x_fc_workflow_stage != 'foo'"):
Mark Inspecting → flips receiving to 'inspecting'
Accept Parts → flips receiving to 'accepted' + SO status
to 'inspected', unlocks manager assignment
Assign To Me & Release → manager claims the job, confirms all draft
MOs (which auto-generates WOs already)
Open Shop Floor → jumps to Plant Overview during production
Mark Shipped → closes open delivery records → triggers
auto-invoice per strategy
Info banner shows current stage + assigned manager on the sheet so
users always know where they are.
New fields:
sale.order.x_fc_assigned_manager_id (Many2one res.users, tracked)
mrp.production.x_fc_assigned_manager_id (Many2one, propagated on
MO confirm)
MO.action_confirm() now pulls the assigned manager from the SO (or
falls back to SO.user_id) and sets it on the MO — sets up the
Manager Dashboard (chunk 2) and role-based assignment (chunk 4) to
filter "my jobs" cleanly.
Smoke-tested across 10 demo SOs — stages compute correctly:
S00028 → ready_to_ship, S00027-25 → awaiting_parts,
S00023-20 → complete/shipped, S00029 → draft.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Customers can now pick which shipping-time documents they actually want
instead of the shop remembering it per account. Four booleans on
res.partner (only shown on companies, not contacts):
x_fc_send_coc (default True) Certificate of Conformance
x_fc_send_thickness_report (default True) Thickness readings
x_fc_send_packing_slip (default True) Packing slip PDF
x_fc_send_bol (default False) Bill of Lading
Surfaced in a "Plating Documents" page on the customer form.
Two downstream gates:
1. fp.notification.template._collect_attachments() now reads the flags
when attaching CoC / thickness / packing / BoL PDFs to the shipping
confirmation email. Flags missing on the partner (e.g. legacy
customers) fall back to the original defaults so nothing regresses.
2. mrp.production.button_mark_done() only auto-creates the quality
documents the customer wants. A customer that unchecks both CoC and
thickness gets zero certs auto-generated — shop can still create
them manually if needed.
Note: today a standalone thickness-only report template doesn't exist,
so when a customer asks for thickness only (CoC off, thickness on) the
dispatcher still attaches the CoC PDF (which carries thickness data)
but with CoC creation gated off. A dedicated thickness-only template
is a follow-up.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Three fixes on fp.part.catalog form:
1. 3D Model upload actually works now. The old field exposed only a
Many2one search dropdown — no way to add a new file. Added a
Binary upload slot (model_upload + model_upload_filename) that
fires an onchange which wraps the bytes in an ir.attachment and
links it to model_attachment_id. The upload slot is hidden once a
model is already attached, so the current file stays visible.
Accepts STEP/STP/STL/IGES/IGS/BREP. Auto-runs the surface-area
calculation after attach, same as before.
2. Part Number is now the big <h1> title, Part Name is the smaller
field underneath. Matches how plating shops actually identify
parts (by customer part number, not a free-text name). Swapped
column order in the list view too — Part Number first, then Name.
3. Four smart buttons now on the part form:
- Customer → opens res.partner record
- Sale Orders (already existed)
- Work Orders → filtered mrp.workorder list across SOs for this part
- Quotes (already existed)
- Revisions → shown only when 2+ revs exist, opens the revision
tree filtered by root part
New compute fields workorder_count + revision_count feed the
statinfo widgets, with matching action_view_customer,
action_view_workorders, action_view_revisions handlers.
Verified on demo data:
VS-ESMC6H00801P01 → SO=2, WO=18, REV=2
VS-PQR8440 → SO=1, WO=9, REV=3
All counts light up, buttons drill in cleanly.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Root cause: pricing.rule records had currency_id=NULL because the
default=lambda only applies on new records. Monetary fields without a
currency silently render as plain numbers — no $ symbol.
Fixes:
1. currency_id now required=True on fp.pricing.rule, fp.treatment,
fp.customer.price.list, fp.quote.configurator, fusion.plating.quote.request
— so it can never be missing going forward.
2. post_init_hook + matching backfill helper in
fusion_plating_configurator/__init__.py pins the company currency
on any existing records that were created before the required flag.
Ran on upgrade → all 4 pricing.rule rows now have CAD/$.
3. Flipped two remaining Float money fields to Monetary:
- fp.job.consumption.unit_cost and total_cost (were Float digits=4/2)
- (mrp.workorder.x_fc_workcenter_cost_hour stays Float — it is a
related field from core mrp.workcenter.costs_hour which is Float)
4. Every Monetary field reference in views now has explicit:
widget="monetary" options="{'currency_field': 'currency_id'}"
Previously Odoo's default rendering dropped the $ in some contexts.
Touched: fp_pricing_rule_views (list + form), fp_treatment_views,
fp_customer_price_list_views (already done), fp_quote_configurator_views
(list + form shipping/delivery/calculated/override), fp_quote_request_views
(list + form), fp_job_consumption_views, mrp_production_views job-costing
group, direct-order wizard (already done earlier).
5. Unit / % suffix polish as we went: rush_surcharge_percent shows "%",
default_duration_minutes shows "min" on treatment form, treatment list
labels duration column.
Verified: all 4 pricing rules now render "$0.45", "$0.85" etc; 62 records
across 6 models all have currency_id populated; zero remaining Float $
fields in the codebase.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Three UX improvements:
1. Sales menu reordered — New Quote (seq 1) is now the first entry,
followed by New Direct Order (5), Quotations (10), Sale Orders (20).
"New Quote" moved out of Configurator submenu into Sales so both
quote-creation paths live side-by-side.
2. Currency + unit display audit:
- fp.customer.price.list.unit_price flipped from Float to Monetary
with currency_field='currency_id' — list view now shows $ symbol
and a Total sum row
- fp.direct.order.wizard.unit_price flipped to Monetary, added
currency_id field and computed line_subtotal ($)
- % suffix appended to deposit_percent and progress_initial_percent
in the wizard
- Unit suffixes added where missing: bake_window.quantity (pcs),
window_hours (h), bake_temp (°F), bake_duration_hours (h);
bath.volume (L), bath.mto_count (turnovers); tank.volume shows
volume_uom inline
3. Saved line descriptions (new feature):
- New model fp.sale.description.template with name, description,
tag (standard/masking/rework/aerospace/nuclear/packaging/other),
optional coating_config_id and partner_id, usage_count bumped
on each use
- List + form + search views; new "Line Descriptions" menu under
Configurator
- 8 starter templates seeded (noupdate=1): ENP Standard/Aerospace/
Nuclear, masking variants, rework, packaging, delicate handling
- Direct Order Wizard gets a template picker (searchable Many2one)
+ editable paragraph; picking a template copies text to the
editable field, user tweaks freely, tweaked text lands on the
SO line as "<header>\n\n<description>"
- Auto-suggests template on coating+partner match if nothing
picked yet
Smoke-tested end-to-end: picked aerospace template, tweaked text,
confirmed wizard → SO S00030 has full description on line, usage
counter bumped from 0 to 1.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Tablet Station rebuilt as a live dashboard (not just a QR scanner):
* KPI strip — WOs Ready/Progress, Awaiting/Missed bakes,
First-Piece pending, Quality Holds (each tinted by state)
* Active WO banner with pulsing indicator when a WO is running
* My Queue panel (left) — priority-badged operator next-up list,
clickable rows that jump to the WO/bake/gate form
* Baths tile grid (right) — last-log status chips, MTO count,
hover jump to chemistry log
* Bake Windows list — inline Start/End/Open actions, colour-coded
by state (awaiting / in-progress / missed)
* First-Piece Gates — Pass/Fail buttons for pending inspections
* Quality Holds — Review jump when any open holds exist
* Station picker + scan drawer (collapsed by default)
* 30s auto-refresh, persists picked station in localStorage
New controller endpoints: /fp/shopfloor/tablet_overview,
/fp/shopfloor/pair_station, /fp/shopfloor/mark_gate.
Demo seeder (Phase 12.5) now populates:
* 5 shop-floor stations (Plating, Bake, Inspection, Shipping, Receiving)
* +3 bake windows (awaiting / in-progress / near-due)
* 4 first-piece gates (1 pending, 1 passed+released, 1 passed-holding, 1 failed)
* 2 quality holds on active MOs (one on_hold, one under_review)
All four Shop Floor menu pages (Plant Overview, Tablet Station, Bake
Windows, First-Piece Gates) now have meaningful content.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
One PDF that follows a job through the shop — prints from either the
Sale Order or the Manufacturing Order. Matches existing design language
(fp_landscape_styles, .fp-header-primary banners, bordered tables,
.sig-line for sign-off, .highlight-box for callouts).
Sections per traveller:
1. Title bar with REWORK / RUSH ORDER badges
2. Job header — customer, PO #, part #, coating, recipe, facility,
qty, dates, current parts location
3. Receiving summary — received qty, state, damage flag
4. Process Routing table — one row per WO with step #, operation,
work centre, bath, tank, target thickness, dwell, expected
duration, + sign-off columns (operator, date/time, initials,
qty pass/reject)
5. Bath chemistry targets snapshot per bath used
6. Quality holds — red callout only when present
7. Certificates issued + Delivery info (side-by-side)
8. Rework reason block (only on rework MOs)
9. Ruled notes / exceptions area
10. Final supervisor + QA sign-off
Four ir.actions.report entries registered:
- Job Traveller (Landscape) on mrp.production [default print]
- Job Traveller (Portrait) on mrp.production
- Job Traveller (Landscape) on sale.order [iterates MOs]
- Job Traveller (Portrait) on sale.order
Regression-tested all 15 existing reports (SO, WO, MO margin, invoice,
BoL, CoC EN, receipt) — every one still renders.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Sale Order form now hubs the full flow — Manufacturing, Work Orders,
Portal Jobs, Quality Holds, Certificates, Deliveries — hidden when
count == 0. Clicking each jumps to the filtered list/form so users
can drill in without leaving the SO.
Counts are computed on the fly from: mrp.production.origin == SO.name,
production.workorder_ids, production.x_fc_portal_job_id, quality.hold
production_id, fp.certificate.sale_order_id, fp.delivery.job_ref.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
bridge_mrp._generate_workorders_from_recipe was writing 'description'
on mrp.workorder, which doesn't exist in Odoo 19 — instead the step
instructions now post to each WO's chatter after bulk create, which
is where the operator sees them anyway.
Demo seeder now creates the full WO chain:
- 9 MRP work centres paired with 9 FP work centres (FP-QUEUE, -RACK,
-MASK, -EN, -BAKE, -INSP, -DERACK, -DEMASK, -POSTBAKE) with
costs_hour set so actuals-vs-quoted margin can compute.
- Wires the existing ENP-ALUM-BASIC recipe's 9 operation nodes to
those FP work centres by matching names.
- Links every coating config to the recipe so the auto-assign hook
(mrp.production.action_confirm → _auto_assign_recipe_from_so) has
something to pull.
- Backfills work orders on all existing demo MOs: calls the generator
once recipe is set. For historical (done) MOs, marks all their WOs
done with backdated durations (25-90 min). For the Cyclone active
MO, sets a realistic progression: first WO done, second in progress
(priority: Hot), rest in 'ready'.
Verified: 90 WOs live, 10 per work centre. One MO shows the full
progression state mix. WO Traveller PDF renders (132KB) — both
portrait + landscape variants still work.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Moved doc.partner_id.image_1920 from a standalone right-aligned div
below the accreditation table to a third column (20% width, centre-
aligned) of the customer-info table — sits inline with Customer
Address (40%) and Contact Name/Email/Phone (40%). The customer
block is now a single bordered 3-column row.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Body was overlapping the company letterhead band — added padding-top
to .fp-coc so the title starts below it cleanly.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Per feedback, dropped the custom company-contact header and paperformat
in favour of Odoo's standard web.external_layout. This gives the CoC:
- Company-branded header (logo, name, address, phone, email, tax id)
matching whichever layout variant the company picked in
Settings → General → Document Layout (Standard / Boxed / Clean /
Striped). Automatically themed with company.primary_color.
- Consistent page X/Y footer + "Printed on" timestamp.
- Correct header_spacing so the letterhead band lines up with the
default paperformat.
Our body now owns:
- Centred "Certificate of Conformance" / "Certificat de Conformité"
- 3-column bordered accreditation table — one logo per cell (Nadcap,
AS9100D/ISO 9001, CGP) with equal 33.33% widths and #000 borders,
2.8cm cell height so logos centre vertically
- Optional customer logo (res.partner.image_1920) right-aligned
below the accreditation row
- Customer info block (name, address, contact, email, phone)
- Certification info table (date, generated-by, WO#)
- Quantities table (part, process, PO, shipped, NC qty, job no)
- Signature image + bordered cert statement
- "Fusion Plating by Nexa Systems" brand note
Template plumbing:
- Explicit `<t t-set="company" t-value="doc.sale_order_id.company_id
or doc.production_id.company_id or env.company"/>` in the EN/FR
wrappers because QWeb's t-call scoping doesn't expose variables set
inside external_layout to the body we pass through. Without this,
coc_body's `company.x_fc_owner_user_id` raises KeyError.
- Removed paperformat_fp_coc from the report actions (now uses the
default paperformat, which is designed for external_layout's
reserved header_spacing).
Verified: 332KB PDF, 1 page, all 5 images embedded, Amphenol logo on
right side of accreditation row, signature renders, company header
band at top, page footer at bottom.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
The CoC was rendering on 2 pages with ~35mm of dead whitespace at the
top. Three compounding causes:
1. Default Odoo paperformat reserves header_spacing=35mm (where the
standard letterhead would sit when using web.external_layout). Our
CoC has its own full-bleed header so that reservation was pure
empty space.
→ New paperformat_fp_coc with header_spacing=0, 8mm all-around
margins, attached to both report_coc_en and report_coc_fr actions.
2. The `<div class="article o_report_layout_boxed">` and nested
`<div class="page">` wrappers inherited Odoo's CSS which applies
`page-break-after: always` on `.page` and additional padding on
`.article`.
→ Dropped both wrappers — template now renders body directly
inside html_container.
3. Inline style block didn't override Odoo's body/main padding.
→ Aggressive !important reset at the top of the style block on
html, body, main, .article, .page, and the hidden header/footer
classes. Also shrunk all paddings by ~30% and bumped base font
to 9pt to guarantee single-page fit.
Verified: PDF is now 1 page, content starts at the top (title flush
with top margin), accreditation logos + customer logo + signature all
render correctly within the single page.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Problem: the rebuilt CoC rendered mostly empty because accreditation logos
had to be uploaded manually via Settings first, and no signature existed —
looked unprofessional next to the Steelhead reference.
Fix:
- Seeder now auto-generates clean text-based accreditation badges with PIL
(Nadcap blue, AS9100D/ISO 9001 blue, CGP red) sized to match the
reference layout. Client can swap in real trademarked logos via Settings
→ Fusion Plating → Accreditation Logos at any time.
- Seeder creates a demo "Kris Pathinather" user, sets them as the
certificate owner on res.company, and renders a scripted-looking
signature image that matches the printed name on the cert.
- Seeder uploads a generated "Amphenol Canada Corp." badge to Amphenol's
res.partner.image_1920 so that customer's CoCs include their logo
on the top-right corner (mirrors how the reference shows it).
- coc_body template: guard hr.employee.signature access with a field-
exists check (the field is provided by an optional module not
installed on every Odoo).
- CoC uses web.html_container directly instead of wrapping in
web.basic_layout — the outer wrapper was injecting top padding that
pushed the title ~25% down the page. Now starts cleanly at the top.
- Tightened CoC CSS: removed unused label classes, added @page margin
directive, fixed vertical-align on header cells so logos and company
contact stay middle-aligned regardless of row height.
- Invoice PDF PAID stamp now also triggers on payment_state =
'in_payment', so historical demo invoices look paid without needing
full bank reconciliation.
Verified: renders a 152KB PDF with 5 embedded images, signer name
matches signature, all accreditation badges visible.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Demo seeder (scripts/fp_demo_seed.py):
- Idempotent Python script run via odoo shell; populates ~60 records
across 6 customer stories covering every workflow state for live demo
- Customers: Amphenol (net-terms, deep history), Magellan (progress
billing, active), Cyclone (deposit, in-production), Honeywell
(net-terms, just confirmed), Westin (COD, direct-order path),
Delinquent Industries (account hold — Confirm raises UserError)
- Coating configs with realistic AMS specs (2404, 2700 Rev G, 2406)
and bake-relief flags set on applicable processes
- Part catalog with revision chains (Rev 1 / Rev 2 / Rev 3 for hot parts)
- Customer price lists with volume tiers
- Per-customer invoice strategy defaults
- Bath chemistry logs (15 readings, last 2 OOS → pending replenishment
suggestion visible in menu)
- Racks: 4 active + 1 needing strip (MTO 3.2 / 3.0) for kanban demo
- Bake windows: 1 awaiting (ticking down), 1 baked, 1 missed (alert)
- Quote configurator sessions: 3 draft, 3 confirmed/won, 3 lost (with
reasons), 1 expired — populates the win/loss analysis
- Historical closed orders: 8 jobs backdated across 4 months with
SO → MO → Delivery → Invoice → Payment run through each hook so
portal-job progression, certificates with thickness readings, and
invoice AR aging all look real
- Active orders at every workflow stage for the live demo cycle
Polish:
- report_fp_invoice PAID stamp now also triggers on payment_state ==
'in_payment' (in addition to 'paid'). Odoo leaves payments in
'in_payment' until the bank reconciliation job matches them against
a statement line, so historical demo invoices would otherwise never
show as stamped even though the payment is posted and the customer
owes nothing.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Bug review fixes (found by code review + live QWeb error):
- report_fp_sale.xml: product_uom → product_uom_id (Odoo 19 renamed;
was raising KeyError during PDF render, blocking all sale-order prints)
- mrp_production.button_mark_done: add idempotency guard on delivery
auto-create (was duplicating on every re-close)
- fp.certificate._compute_batch_ids: use empty recordset instead of
False for Many2many computed fields
- fp_notification_template._collect_attachments: collapse attach_quotation
+ attach_sale_order into a single render so email doesn't double-attach
the same PDF
- fp.operator.certification: SQL unique on computed state was unreliable;
added explicit `revoked` boolean, made state pure-compute, replaced
SQL constraint with @api.constrains that checks active-only uniqueness;
has_active_cert now reads revoked + expires_date directly (no stale
stored state between nightly recomputes)
Two missing invoice strategies implemented + 1 pre-existing deposit bug fix:
- Progress Billing: new x_fc_progress_initial_percent field on sale.order;
_create_progress_initial_invoice bills the configured % on SO confirm
via down-payment wizard, _create_final_balance_invoice bills the
remainder on delivery
- Net Terms: no invoice on confirm; full invoice auto-created when
fusion.plating.delivery.action_mark_delivered fires
- Fix for deposit (pre-existing, silent): sale.advance.payment.inv
reads active_ids at wizard-create time, not on create_invoices();
context was being set on the wrong call, so every deposit attempt
raised "Expected singleton" and message-posted to chatter instead
of actually invoicing
- New fusion_plating_invoicing/models/fp_delivery.py hooks
action_mark_delivered to dispatch final invoice for progress/net_terms
- fp.direct.order.wizard + SO form surface the progress_initial_percent
field (conditional on strategy)
Report styling cleanup:
- Hide DISCOUNT column from sale + invoice landscape reports unless at
least one line has a non-zero discount; colspan auto-adjusts
- Replace hardcoded #0066a1 in all reports with company.primary_color
driven by doc.company_id → company → user.company_id fallback chain,
with #1d1f1e as ultimate fallback; new .fp-header-primary class
exposes the colour for inline section headers (CARGO DESCRIPTION,
PAYMENT DETAILS, OPERATOR SIGN-OFF, etc.) so they retint with the
company theme without template edits
Certificate of Conformance — formal ENTECH-style rebuild:
- New res.company fields: x_fc_owner_user_id (default signer, sig from
hr.employee.signature), x_fc_coc_signature_override (manual upload),
x_fc_{nadcap,as9100,cgp}_logo + _active toggles for accreditation
badges
- New res.config.settings section "Fusion Plating" exposing the above
as configurable blocks; manager-only menu under Configuration →
Fusion Plating Settings
- New fp.certificate fields: nc_quantity, customer_job_no,
contact_partner_id (child contact for Name / Email / Phone block)
- New report_coc_en + report_coc_fr templates (primary): custom header
(company contact | accreditations | company logo), bilingual labels
per variant, customer info block with customer logo, 3-column cert
info table, 6-column line-item table (Part # | Process | Customer
PO | Shipped | NC Qty | Customer Job No.), signature image + bordered
certification statement, footer "Fusion Plating by Nexa Systems"
- Legacy report_coc + report_coc_portrait kept for existing portal-job
bindings (no behaviour change)
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Tier 2 — Quality & audit readiness:
- T2.1 SPC on thickness readings (fp.certificate)
- spec_min_mils / spec_max_mils auto-pulled from coating config on create
- Computed: std_dev_mils, min/max, cpk, cpk_status (incapable/marginal/
capable/excellent/insufficient)
- Western Electric trend rules (rule 1: any point beyond 3σ; rule 4:
8 consecutive on one side of mean) → trend_alert + explanation
- New SPC group on certificate form with badge-coloured indicators
- T2.2 Operator certification enforcement (fp.operator.certification)
- Per (employee, process_type) records with issued/expires dates,
training record attachment, revocation workflow
- State auto-computed: active → expired when date passes
- MrpWorkorder.button_start() blocks with UserError if current user's
linked hr.employee lacks an active cert for the bath's process_type
- Managers bypass the check; expiring-soon filter in search view
- HR Employee form: "Plating Certifications" tab
- T2.3 Material traceability chain
- fusion.plating.batch.workorder_id (new Many2one) + production_id
(related through WO) for full chain
- fp.certificate gets computed batch_ids / bath_ids / batch_count
- "Batches" stat button → list of batches used for this cert's MO,
with their chemistry logs intact
- T2.4 Pre-treatment as first-class baths
- process_family selection on fusion.plating.process.type
(pre_treatment / plating / post_treatment / bake / strip / passivation /
masking / inspection)
- Bath search view: Pre-Treatments / Plating / Post-Treatments / Strip
quick filters
- Existing bath infra (logs, replenishment, SPC) now applies to pre-
treatment baths equally
Tier 3 — Business / revenue:
- T3.1 Customer-specific price lists (fp.customer.price.list)
- Per (customer, coating_config) with unit_price + basis (per_part /
sqin / sqft / lb)
- effective_from / effective_to for annual contract pricing
- min_quantity for volume breaks (cheapest price at requested qty wins)
- _find_price() helper resolves active entry by date + qty
- Direct Order wizard auto-fills unit_price on (partner, coating, qty)
change unless operator has typed an override
- Configurator menu → Customer Price Lists
- T3.2 Quote win/loss tracking (fp.quote.configurator)
- State values: draft → confirmed (won) / lost / expired / cancelled
- lost_reason selection (price / lead_time / tech / spec_mismatch /
no_bid / no_response / competitor / other) + lost_competitor_name
+ lost_details text
- Action buttons: Mark as Lost (requires reason), Mark as Expired
- won_date auto-set on SO creation; lost_date auto-set on mark_lost
- New "Win / Loss" tab on configurator form
- T3.3 Actuals vs. quoted margin (mrp.production)
- Computed monetary fields: x_fc_consumables_cost, x_fc_labour_cost,
x_fc_actual_cost, x_fc_quoted_revenue, x_fc_margin_actual,
x_fc_margin_pct
- Labour = sum(WO duration × workcentre cost_hour)
- Revenue = SO amount_untaxed via mo.origin lookup
- New "Job Costing" group on MO form with badge-coloured margin
- T3.4 Job consumables tracking (fp.job.consumption)
- One row per consumable event (bath replenisher, masking tape, PPE,
chemistry): product, qty, uom, unit_cost (snapshot), total_cost,
source, optional workorder link
- One2many x_fc_consumption_ids on mrp.production
- "Consumables" stat button on MO → filtered list
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
