Phase 1 collapses the Plating app's 17 top-level menus down to 6
domains (Sales, Operations, Receiving & Shipping, Quality,
Compliance, Configuration) so users no longer scroll a 17-item
sidebar to find one thing.
Re-parented (no XML id changes — bookmarks still work):
- fusion_plating_compliance.menu_fp_compliance_root
→ menu_fp_compliance_hub (renamed 'General')
- fusion_plating_safety.menu_fp_safety_root
→ menu_fp_compliance_hub (renamed 'Safety / WHMIS')
- fusion_plating_aerospace.menu_fp_aerospace
→ menu_fp_compliance_hub (renamed 'Aerospace (AS9100 / Nadcap)')
- fusion_plating_nuclear.menu_fp_nuclear
→ menu_fp_compliance_hub (renamed 'Nuclear (CSA N299 / CNSC)')
- fusion_plating_cgp.menu_fp_cgp
→ menu_fp_compliance_hub (renamed 'Controlled Goods (CGP)')
- fusion_plating_certificates.menu_fp_certificates
→ menu_fp_quality (Certs are a Quality output, not a separate
top-level concern)
- fusion_plating_bridge_maintenance.menu_fp_maintenance
→ menu_fp_operations
- fusion_plating.menu_fp_job_step_move (Move Log)
→ menu_fp_operations
- fusion_plating.menu_fp_job_step_timelog (Labor History)
→ menu_fp_operations
The new menu_fp_compliance_hub is supervisor-gated; underlying
verticals retain their own group locks (CGP officer, etc.).
Settings menu remains manager-gated through inheritance from
menu_fp_config (already in place).
NEW — Plating landing-page resolver:
- ir.actions.act_window.x_fc_pickable_landing (Boolean tag for
curated picklist; flagged on Sale Orders, Quotations, Process
Recipes for Phase 1; more in Phase 2)
- res.company.x_fc_default_landing_action_id (admin sets fallback)
- res.users.x_fc_plating_landing_action_id (per-user override)
- ir.actions.server action_fp_resolve_plating_landing — picks
user → company → Sale Orders fallback at click time
- menu_fp_root rewired to call the resolver
- User profile + Settings tabs surface the dropdowns
Configurator's earlier menu_fp_root override (action_fp_sale_orders
direct) removed — core's resolver now owns the routing.
Versions bumped: fusion_plating 19.0.11.0.0, configurator
19.0.17.16.0, plus 7 dependent modules patched.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Gap 1 — Rack Travel Ticket PDF (Sub 12b's Save+Print 404):
+ report_fp_rack_travel.xml in fusion_plating_reports — A5 landscape
single page, big rack name, Code 128 of FP-RACK:<name>, tag chips,
contained part-batches table.
+ ir.actions.report bound to fusion.plating.rack so it appears in
the rack form's Print menu too.
+ Sub 12b's rack_parts_dialog.js Save+Print URL fixed to use the
standard /report/pdf/<xmlid>/<id> route.
Gap 2 — Per-customer cert statement:
+ res.company.x_fc_default_cert_statement (company-level fallback).
+ res.partner.x_fc_cert_statement (per-customer override).
+ Surfaced on the partner form under the existing Cert + Document
Routing block.
+ Chronological CoC body resolves: customer override → company
default → hardcoded AS9100/ISO 9001 boilerplate. Three-tier
fallback so existing certs without overrides keep working.
Gap 3 — Chronological CoC 'Actual' column:
+ Build a captured_values_by_input dict from the move's
transition_input_value_ids (Sub 12b captures these on every
Move Parts commit).
+ Render typed Actual: text → as-is, number → with target unit,
boolean → PASS/FAIL, date → formatted, attachment → '[Attachment]'
placeholder.
+ Falls back to prompts from the destination step's step_input list
when no values were captured (still useful as audit-of-what-was-
asked even if blank).
Version bumps:
fusion_plating → 19.0.10.3.0
fusion_plating_reports → 19.0.10.1.0
fusion_plating_certificates → 19.0.5.3.0
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
New template: fusion_plating_reports.coc_body_chronological.
Walks fp.job.step.move records in time order (chain-of-custody).
Per-move heading 'Step Name (Tank Code)' with 'Moved By / Time / Qty'
meta line + a 5-column measurement sub-table (Name / Description /
Target / Actual / Recorded By) when the destination step has captured
inputs. Heading-only when there are no inputs (gating moves).
New router template: coc_body_router. Picks chronological vs classic
based on fp.certificate.body_style. Existing certs default to 'classic'
so no regressions. Both English + French CoC templates rerouted.
fp.certificate.body_style ('classic' | 'chronological') exposed on
the cert form alongside certified_by_id. Operator picks per cert.
Sign-off block reuses the existing owner_user_id signature pattern +
x_fc_coc_signature_override fallback. Cert statement boilerplate is
inline (Sub 12d will move it to a configurable per-customer field).
The Actual column in the measurement sub-table is rendered blank
because Sub 12a/12b runtime captures step_input values via the
operator's per-step input form which lives in a model not yet wired
into this template — Sub 12d follow-up.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Five new boolean flags on res.partner applied to CHILD contacts:
x_fc_receives_certs, _qc, _quotes_so, _invoices, and _is_global_contact.
Single resolver helper res.partner._fp_resolve_notification_recipients
(stream, delivery_location=None) walks location contacts first then
company contacts, returning emails for contacts that opted into the
stream (or flagged themselves global). Falls back to partner.email
when no contact opts in so existing customers keep their exact
pre-Sub-6 routing.
fp.notification.template._dispatch now maps each trigger event to a
stream (so_confirmed→quotes_so, invoice_posted→invoices, shipped→
certs, etc.) and overrides the mail_template's email_to with the
resolved list. fp.delivery passes its delivery_address_id so the
shipped/CoC email routes through location-scoped contacts when they
exist.
Partner form gets a new "Communication Routing" tab on child contact
forms with the 5 flags (hides the per-stream checkboxes when
Global Contact is on, since it overrides them).
fusion_plating_certificates → 19.0.4.0.0 (adds the flag fields)
fusion_plating_notifications → 19.0.5.0.0 (+depends certificates)
Smoke on entech: 11/11 assertions pass including per-stream routing,
delivery-location scoping, zero-flag fallback, email-less skip,
unknown-stream + global behaviour, and case-insensitive dedup.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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>
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>
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>
