Commit Graph

948 Commits

Author SHA1 Message Date
gsinghpal
974b8a5152 feat(sticker): wire _qty_total in SO + Job External outers
Activates the per-box loop landed in the prior commit. SO External
reads line.product_uom_qty; Job External reads job.qty. Inner
template now renders one sticker per physical box, marking each
with "X / N" in the Qty row.

Verified on fp.job 2635 (qty temporarily set to 3): 3-page PDF
with Qty rows "1 / 3", "2 / 3", "3 / 3" — each page identical
otherwise (same WO#, same QR, same body fields).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-13 08:02:32 -04:00
gsinghpal
0a32ed2da7 feat(sticker): per-box render loop + Notes override hook
Inner sticker template gains two parameters that outer templates
pre-set:

  _qty_total — total qty for the line/job. Inner wraps the body
    in t-foreach="range(int(_qty_total or 1))" so a qty=5 line
    produces 5 consecutive single-box stickers. Qty row in the
    body switches from "5" to "1 / 5", "2 / 5", ... "5 / 5".
    When _qty_total is missing/0/1, the Qty row keeps showing
    the plain integer (regression-free).

  _notes_content — Notes column source. Existing inner code
    hard-read _line.name; new code accepts an outer override
    and falls back to _line.name. External outers don't set it
    (unchanged behaviour); the new Internal outers (Task 4+5)
    pre-set it to x_fc_internal_description.

Defaults template initialises both new vars to False so the
inner's "outer-supplied OR fallback" pattern doesn't NameError
when called from existing outers that haven't been updated yet.

Verified regression-free: fp.job 2635 (qty=1) renders identically
to its pre-Task baseline — Qty row shows plain "1", Notes from
line.name as before.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-13 08:00:22 -04:00
gsinghpal
e4681a58c6 fix(jobs): split fp.jobs by thickness + serial on SO confirm
The _fp_auto_create_job grouping key was (recipe, part, coating).
Lines that shared all three but differed in thickness (or serial)
silently collapsed into one fp.job — the second line's thickness/SN
was lost, and any downstream cert printed the first line's values
across both batches. Silent mis-attestation = compliance hole.

Extended the key tuple to (recipe, part, coating, thickness, serial).
Single-line SOs and same-(thickness, SN) multi-line SOs collapse
identically to before. Only lines that previously merged when they
shouldn't have now split into their own fp.jobs.

TDD via test_so_confirm_splits_by_thickness:
  - seeds the part with default_process_id so both lines hit the
    `if recipe:` branch (where the bug lived — the no_recipe branch
    already split correctly per line)
  - confirms 2 jobs after action_confirm with each carrying its
    own thickness via the linked SO line

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-13 07:57:56 -04:00
gsinghpal
135cbd3a5c docs: implementation plan — sticker multi-part / per-box / Internal+External
7 tasks, bite-sized steps with exact code + commands. TDD on the
backend grouping change (new test_so_confirm_splits_by_thickness);
deploy-and-render-PDF on the QWeb template changes. Each task
self-contained, pushes to entech LXC 111 via the standard pct
exec + cat-pipe path, bumps the module version, and commits.

Task 7 is verification-only — creates a multi-line test SO with
two different thicknesses, renders External + Internal stickers
on both the SO and each spawned fp.job, confirms the box loop
and the Notes variant pattern both work.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-13 07:47:40 -04:00
gsinghpal
3182ca3c39 docs: design spec — sticker multi-part / per-box / Internal+External
Three problems on the box-sticker stack rolled into one spec:

1. Backend: _create_fp_jobs grouping key collapses lines with
   different thicknesses or SNs into one job. Silent compliance
   hole. Fix: add thickness_id + serial_id to the key tuple.
2. No per-box stickers: a line with qty=5 prints 1 page showing
   "Qty: 5". Want 5 pages with "1 / 5", "2 / 5", ... "5 / 5".
3. No Internal variant: sticker always reads line.name (customer
   facing). Want a parallel variant that reads
   x_fc_internal_description (Sub 2 internal description field).

Renaming: existing actions keep their XML IDs (bookmarks /
binding_model_id records survive). Labels become:
  sale.order:  External Sticker      + Internal Sticker      (new)
  fp.job:      External Job Sticker  + Internal Job Sticker  (new)

All three changes share the same inner template, same files —
ship together. No data migration required; existing fp.jobs are
protected by the idempotency guard.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-13 07:41:53 -04:00
gsinghpal
677e460438 fix(sticker): wire SN # + Thickness to the correct Sub 5 fields
The values were structurally blank because the variable
resolution was reading the wrong field names:

  Was:  _line.x_fc_serial_number    (doesn't exist)
        _line.x_fc_thickness        (doesn't exist)
  Now:  _line.x_fc_serial_id.name           (M2O fp.serial)
        _line.x_fc_thickness_id.display_name (M2O fp.coating.thickness)

Sub 5 shipped these as Many2one registries (fp.serial,
fp.coating.thickness) — the sticker was guessing at flat
Char-field equivalents that were never created.

Verified on SO-30019: SN # now prints "65767", Thickness now
prints "0.3-0.5 mils" (the en-dash in display_name mojibakes
to "â€"" through wkhtmltopdf's font path on entech, so we
replace en-dash + em-dash with ASCII hyphen-minus before
render — ASCII-only is what label printers want anyway).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-13 07:25:42 -04:00
gsinghpal
c7b794f604 fix(sticker): drop SO-line sequence suffix + bump Notes type
SO sticker (report_fp_so_sticker):
  Was: "SO-30019 / 10"  (the "/ 10" was line.sequence — Odoo's
       default increment-by-10 — meaningless to the operator)
  Now: "SO-30019"
Multi-line SOs are disambiguated by the body fields (Part #,
Customer, etc.) which already differ per sticker, so the
suffix wasn't earning its keep.

Notes column size bumps:
- Label 44pt -> 48pt
- Content 30pt -> 36pt (+20%) — easier to read from across
  the line. Line-height tightened 1.15 -> 1.1 to keep the
  multi-paragraph wrap inside the body band.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-13 07:21:09 -04:00
gsinghpal
64c61dcca8 feat(sticker): much bigger text + QR +30%
wkhtmltopdf renders CSS font-size at a smaller physical scale
than the em-square math predicts (a "30pt" cell text was only
~4mm tall visually). Pushing all type up significantly so it
actually reads at scan/print distance:

Text bumps:
- Body field text 30pt -> 50pt (+67%, label + value)
- WO# 56pt -> 72pt (+29%)
- Notes label 30pt -> 44pt
- Notes content 22pt -> 30pt (+36%)
- Muted rev tag 22pt -> 30pt
- Body cell padding 0 10px -> 0 8px (a touch more horizontal
  room for long values now that the font is bigger)

QR + 30% as asked:
- Wrapper 280 -> 365px (+30.4%). Image 368 -> 480px, offset
  -44 -> -58px (recomputed for the new quiet-zone crop).

Header re-balanced for the bigger content:
- Height 25% -> 32% (fits the +30% QR + bigger WO# + bigger
  logo at 135px)
- Body band: 75% -> 68% (rows now ~9.6mm tall; line-height
  1.0 keeps the 50pt body text snug inside)

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 23:48:40 -04:00
gsinghpal
649b75d4a1 feat(sticker): bigger field labels + values + notes text
Trimmed the header from 30% to 25% of page height to free up
vertical room for the body band's 7 rows. Each row is now
~10.45mm tall (was 9.88mm), so the field font fits comfortably
at the bigger size.

Size bumps:
- Body field text 26pt -> 30pt (label + value, +15%)
- Muted rev tag 18pt -> 22pt
- Notes label 26pt -> 30pt
- Notes content 19pt -> 22pt (+16%, wraps cleanly to 2 lines
  when the customer description runs long)

Header re-fit (smaller cells, same content):
- Header height 30% -> 25%
- WO# font 62pt -> 56pt
- Logo max-height 135 -> 105px
- QR wrapper 340 -> 280px (image 447 -> 368px, offset -53 ->
  -44px to keep the quiet-zone crop math right)
- High-def 600x600 QR source unchanged — still prints crisp
  at the smaller wrapper size

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 23:41:17 -04:00
gsinghpal
8aa817b1a0 feat(sticker): bigger text, bigger high-def QR, drop "WO #" prefix
WO# cell now just renders the number (e.g. "WO-30019") since the
"WO" is already baked into the doc index format — the redundant
prefix was eating cell width without adding information.

Size bumps:
- WO# 44pt -> 62pt (text is shorter so the cell can carry the
  extra weight)
- Body field text 22pt -> 26pt, line-height 1.1 -> 1.0 so the
  bigger font still fits 7 rows in the body band
- Notes label 22pt -> 26pt, content 16pt -> 19pt
- Logo max-height 120 -> 135px
- Muted rev tag 16pt -> 18pt

QR upgrades (both "bigger" and "high def" as asked):
- Source resolution 300x300 -> 600x600. At 300dpi print across
  a 28.8mm wrapper, effective output is ~515ppi vs the prior
  ~256ppi. Scanners on the floor will read it cleanly even at
  steeper angles / scuffed labels.
- Wrapper 290 -> 340px (+17%). Image 390 -> 447px, offset -50
  -> -53px (recomputed quiet-zone crop: 600 * 0.12 = 72px
  margin -> 456px effective QR data -> 340 * 600/456 = 447
  scaled image -> (447-340)/2 = 53px offset).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 23:38:05 -04:00
gsinghpal
80d1cc5639 feat(sticker): 3-cell header + right-side Notes column + new field list
Restores the original ENTECH sticker layout from the operator's
screenshot reference:

Header (3 horizontal cells, divided by vertical rules):
  [Logo]  |  WO #WO-30019  |  [QR]

Body (left side = field table, right side = Notes column):
  PO #:        587854         | Notes:
  SN #:        -              | <customer-facing description>
  Customer:    ABC Manufact.  |
  Part #:      9876... Rev A  |
  Due Date:    May 17, 2026   |
  Thickness:   -              |
  Qty:         1              |

Changes from previous (stacked-left) layout:
- Header: 1-row 3-cell (Logo 28% | WO# 44% | QR 28%) replaces
  the 2-cell w/ logo+WO# stacked on left.
- Body: 2-region (66% / 34%) replaces single 7-row table.
  Notes column now spans full body height on the right.
- Fields: SN # and Thickness added; Process row removed.
- Labels: "PO (RO)" -> "PO #", "Part Number" -> "Part #".
- Notes content: switched from SO.x_fc_internal_note to the SO
  line's `name` (= customer-facing description per Sub 2 Q6).
- SN # reads _line.x_fc_serial_number (Sub 5 field).
- Thickness reads _line.x_fc_thickness with coating.thickness
  fallback (Sub 5 field, defensive 'in _fields' check).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 23:33:18 -04:00
gsinghpal
2db789d7dd feat(sticker): bigger QR + double-height Notes row
Both changes the operator asked for, applied to the original
ENTECH stacked-left layout (no other structural changes):

- QR wrapper 380px → 460px (image 510px → 620px, offset -65 → -80
  to keep the white quiet-zone cropped). Roughly +21% surface area.
- Notes row height 14.28% → 24% (~2x). Other 6 rows shrink
  proportionally from 14.28% to 12.67% each so the band still
  totals 100%. Notes value also gets white-space: normal +
  vertical-align: top so the operator's handwriting room sits at
  the top of the cell and a long internal note can wrap.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 23:25:37 -04:00
gsinghpal
7a02382623 fix(reports): WO Margin model name must match report_name + '_template' suffix
The previous fix swapped t-field -> t-esc so the QWeb error stopped,
but the report still printed blank. Root cause: Odoo looks up the
report data model via env['report.<report_name>'], but our model was
named 'report.fusion_plating_jobs.report_fp_job_margin' while the
action's report_name is 'fusion_plating_jobs.report_fp_job_margin_template'.
The model lookup missed, _get_report_values never fired, and the
template rendered with no 'rows' in scope — empty foreach -> empty
page.

Renamed the model to report.fusion_plating_jobs.report_fp_job_margin_template.

Verified: PDF size jumped from 1229 bytes (blank) to 125880 bytes
(fully populated). HTML now contains 'Job Margin', 'Step Breakdown',
and the actual WO name.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 19:08:38 -04:00
gsinghpal
169e97af02 feat(nexa_coa_setup): analytic plans + seed accounts
- 'Customer Project' plan (renamed from 'Project' to avoid duplicate with
  project module's auto-created plan) — mandatory
- 'Department' plan (mandatory) — seeded with DEPT-DEV, DEPT-SALES,
  DEPT-ADMIN, DEPT-HOSTING
- 'SR&ED Tag' plan (optional) — seeded with 7 tag values:
  SRED-T4-DEV-SALARY, SRED-SPECIFIED-EMPLOYEE,
  SRED-CONTRACTOR-CA-ARM-LENGTH, SRED-CONTRACTOR-CA-NON-ARM-LENGTH,
  SRED-MATERIALS-CONSUMED, SRED-OVERHEAD-PROXY-BASIS, NOT-ELIGIBLE

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 18:53:21 -04:00
gsinghpal
3c959771ae feat(nexa_coa_setup): pre_init_hook to clear l10n_ca code collisions
Bakes the staging-side one-off collision clearing into the module install
itself so production install will execute the same sweep automatically.

For each of the 29 l10n_ca codes that conflict with Nexa's planned chart:
- If the account has zero postings: suffix code with '.OLD', mark inactive,
  rename to '(l10n_ca LEGACY) <original>'
- If the account has postings (currently 115100 AR control with 240 lines
  and 511100 Inside Purchases with 1 line): leave alone (Nexa renumbered
  to 119100 / 511105 in the XML)

Idempotent — pre_init_hook re-running has no effect (already-suffixed
codes are skipped).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 18:51:25 -04:00
gsinghpal
449f29fc7f fix(reports): WO Margin PDF — t-field requires dot-notation on Odoo 19
The template used 't-field="step['rate']"' for monetary values pulled
from dict rows. Odoo 19's QWeb asserts t-field has at least one dot
(it's strictly for record.field_name lookups). Replaced six bare-dict
t-field usages with t-esc; the existing t-options widget=monetary +
display_currency still applies for currency formatting.

Verified by rendering report for WO-30019 — 1229-byte valid PDF, no
QWeb error.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 18:51:17 -04:00
gsinghpal
3c2fb22346 feat(nexa_coa_setup): chart of accounts — 128 accounts across 1-6xxxxx
Renumbered to avoid collisions with pre-loaded l10n_ca codes:
- Due From Shareholder/Associated: 115xxx → 119xxx range (115100/115110 already
  held l10n_ca AR control accounts with 240 postings)
- Cloud Infrastructure: 511100 → 511105 (511100 was l10n_ca 'Inside Purchases'
  with 1 historical posting)

All other 28 colliding l10n_ca codes (118xxx, 213xxx, 214xxx, 221xxx, 311xxx,
411xxx, 413xxx, 511110-511210, 512100-512200, 611100-300, 612xxx) had zero
postings and were cleared in-place by suffixing existing codes with '.OLD'
via a one-off odoo-shell script on staging.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 18:50:00 -04:00
gsinghpal
3a41370189 fix(nexa_coa_setup): tolerant fiscal-year lock hook
The post_init_hook attempt to set fiscalyear_lock_date=2025-12-31 fails
with RedirectWarning when unreconciled bank statement lines exist in
the period. Catch RedirectWarning/UserError/ValidationError, log a
clear instruction to set the lock manually after reconciliation, and
let install continue.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 18:41:15 -04:00
gsinghpal
d6513ff7ab feat(nexa_coa_setup): module skeleton with hooks stub
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-12 18:39:24 -04:00
gsinghpal
457d9b7dbf fix(numbering): post-review fixes — credit notes, SO unlink, multi-part grouping, SQL whitelist
- B1: Add Credit Note wizard path was blocked because invoice_origin
  has copy=False and the wizard doesn't set fp_from_so_invoice. Now
  the validator allows reversals when reversed_entry_id points at a
  customer-facing move that itself went through the validator at
  original creation time. account.move._fp_parent_sale_order also
  walks self.reversed_entry_id._fp_parent_sale_order so the credit
  note inherits the parent number (CN-<parent>).

- Bug 1: sale.order.unlink() now blocks deletion when x_fc_parent_number
  is set (matches spec §6.2). Draft quotes remain freely deletable
  per Odoo standard. Applies to all users including admins.

- Bug 2: out_receipt added to CUSTOMER_TYPES so POS-style receipts
  hit the same SO-flow gate as out_invoice / out_refund.

- C1: WO grouping key changed from recipe.id to (recipe.id, part.id,
  coating.id). Bundling lines with different parts under one WO put
  first_line's part_number on the CoC header — silent compliance
  mis-attestation. Now distinct parts always get distinct WOs even
  when they share a recipe.

- C3: SQL whitelist (_FP_COUNTER_FIELD_RE) on _fp_assign_parent_name's
  interpolated counter field name. No user input today; defence in
  depth for future subclasses that might read the name from context.

Verified on entech: parent=30017, credit note = CN-30017,
multi-part SO produces 2 WOs (one per part), confirmed-SO unlink
blocked, out_receipt blocked, whitelist regex enforced.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 18:19:08 -04:00
gsinghpal
c85a9bbf82 docs: nexa_coa_setup implementation plan
Bite-sized task plan to implement the CoA design against odoo-nexa
nexamain database. 12 phases:
0. Safety backup + staging clone
1. Module skeleton (nexa_coa_setup)
2. Chart of accounts (~110 new accounts across 1-6xxxxx)
3. Analytic plans (Project, Department, SR&ED Tag)
4. Hooks for archive-unused / rename-legacy
5. Tax cleanup
6. 8 fiscal positions with auto-detect
7. Service product categories
8. Westin/Divine partner records (RP-Associated tag)
9. 8 bank reconciliation rules
10. End-to-end test invoices (ON, US, intercompany)
11. Apply to production (with explicit GO/NO-GO gate)
12. Operating runbook

Each task has a verify-before / change / verify-after / commit cycle.
Staging clone (nexamain_staging) used for every phase before prod.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 18:05:33 -04:00
gsinghpal
5b399fbdda fix(configurator): copy operator-input prompts when cloning recipe to part
_clone_subtree() in fp_part_composer_controller built node vals
manually and never copied source.input_ids — so 'Load Template'
copied the recipe tree structure but dropped every custom prompt,
leaving operators with empty data-capture screens. The fix iterates
input_ids and calls .copy({'node_id': new_node.id}) so kind,
target_min/max/unit, compliance_tag, hint, selection_options,
sequence — every field on the input model — flows through.

Verified on entech: ENP-ALUM-BASIC clone now shows all 105 prompts.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 17:58:11 -04:00
gsinghpal
b5416d242c test(numbering): E2E walkthrough — quote -> SO -> WO -> IN -> CoC -> DLV -> RCV -> Hold -> RMA
Verified pass on entech (parent=30015): all linked docs share the
parent number, immutability + unlink-block + direct-invoice-block
all enforced. NCR/CAPA fall back to legacy sequences as designed.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 14:35:29 -04:00
gsinghpal
fdbbd2852a fix(numbering): WO Detail report strips WO- prefix for compact display
short_wo now handles both naming schemes: new WO-NNNNN[-NN] (strips
WO-) and legacy WH/JOB/NNNNN (last slash segment). Customer-facing
Work Order column shows '30000-02' instead of 'WO-30000-02'.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 14:34:09 -04:00
gsinghpal
be109c9c79 feat(numbering): surface quote ref under SO name on the form
A small grey 'Originally quoted as Q202605-200' line appears below
the SO heading once the order is confirmed. Uses invisible= on the
wrapper div (Odoo 19 forbids t-if in standard form views).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 14:32:22 -04:00
gsinghpal
78d633f63f feat(numbering): immutable name/doc_index + unlink block on issued docs
write() override raises UserError if name or x_fc_doc_index is in
vals and differs from the stored value (bypass: context flag
fp_allow_name_rename=True for the SO-confirm rename + bulk WO
creation paths). unlink() override raises UserError for records
that have been issued a name; applies to all users including
admins — cancellation must go through the state machine.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 13:39:03 -04:00
gsinghpal
95cb73d91a feat(numbering): wire NCR, CAPA, Hold, RMA into parent-numbered mixin
Hold derives parent via job_id.sale_order_id; RMA via sale_order_id
directly — both get HOLD-<parent> / RMA-<parent> names. NCR and CAPA
have no SO link in core, so they fall back to their legacy sequences
(NCR/YYYY/NNN, CAPA/YYYY/NNN); future modules can override the
_fp_parent_sale_order hook to enable parent naming.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 13:36:29 -04:00
gsinghpal
0d85063b5e feat(numbering): wire CoC/RCV/DLV/PU into parent-numbered mixin + rename counters
Per-model counter fields on sale.order renamed to x_fc_pn_*_count
to avoid collision with pre-existing compute fields of the same
short name in bridge_mrp / receiving / configurator (silent
compute-override was suppressing the storage). 4 child models
(fp.certificate, fp.receiving, fusion.plating.delivery,
fusion.plating.pickup.request) now derive names as PFX-<parent>
with -NN suffix from the 2nd onward.

fusion.plating.pickup.request gains a sale_order_id field
(optional) so pickups created against an SO get parent-derived
names, while standalone pickups (pre-SO) fall back to PU/YYYY/NNNN.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 13:30:37 -04:00
gsinghpal
765a0a4c82 feat(numbering): block direct invoice creation + wire account.move into mixin
Customer invoices (out_invoice / out_refund) can only be created via
sale.order._create_invoices() or with an invoice_origin matching an
existing SO. Applies to ALL users including admins. Once created,
the move's name is derived from the SO's parent number: IN-30000,
IN-30000-02, CN-30000, ... Pre-existing portal-job link on
action_post() preserved.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 13:21:09 -04:00
gsinghpal
daf1235e20 docs(nexa-coa): annual HST + T2 filing cadence; HST# normalization
Captures user-confirmed CRA registration & filing setup:
- Annual GST/HST filer (return Mar 31, instalments if prior net tax ≥ \$3k)
- Annual T2 filer (return Jun 30, balance due Mar 31 for CCPC)
- HST# 741224877 currently stored as 9-digit BN root only; normalize to
  full 15-char '741224877 RT0001' for tax-report validation
- Quick Method opportunity downgraded — \$400k threshold applies to
  associated-group totals; Nexa+Westin+Divine combined likely exceeds it
- Add HST cadence escalation flag (quarterly auto-trigger at \$1.5M)
- Acceptance criteria expanded with HST# format, filer config, and
  intercompany invoice test case

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 13:20:16 -04:00
gsinghpal
3d4f003aba docs(nexa-coa): treat Westin & Divine as associated corps
Restructure Section 9 to handle Westin Healthcare Inc and Divine Mobility
Inc as Gurpreet's associated corporations (ITA s.256):
- Future intercompany flows go through normal AR/AP with partner records
  tagged 'RP-Associated', not slush 'Due to/from' GL buckets
- 'Due to/from Associated Corporations' now reserved only for true
  intercompany loans (no invoice)
- Surface SBD $500k sharing and SR&ED $3M sharing rules; Schedule 23
  allocation drives major annual tax decisions
- Manpreet account archived (employee of another corp, not Nexa-related)
- Add transfer-pricing risk flag (ITA s.247, 10% penalty)
- Add multi-company Odoo as future sub-project

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 13:18:52 -04:00
gsinghpal
6c6fb8d2a4 feat(numbering): WO grouping by recipe + parent-derived bulk naming
Replaces x_fc_wo_group_tag grouping with resolved-recipe grouping.
Bare WO-<parent> when 1 recipe, WO-<parent>-NN zero-padded for N>1
ordered by min line sequence. fp.job inherits parent-numbered mixin
for the manual-add path; bulk SO-confirm sets names explicitly.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 13:18:10 -04:00
gsinghpal
1b1bebdcd8 feat(numbering): assign parent_number + rename to SO-<n> on confirm
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 13:14:47 -04:00
gsinghpal
e0d1998811 feat(numbering): draw quote name from fp.quote.number on SO create
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 13:12:45 -04:00
gsinghpal
bc3f584851 feat(numbering): add parent_number + counters to sale.order
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 13:10:55 -04:00
gsinghpal
105909470f feat(numbering): add fp.parent.numbered.mixin abstract model
Atomic counter via SELECT FOR UPDATE on the parent SO row. Composes
child names as PREFIX-PARENT (bare for first) or PREFIX-PARENT-NN
(zero-padded 2-digit, then unpadded past 99). Subclasses implement
three hooks: _fp_parent_sale_order, _fp_name_prefix, _fp_parent_counter_field.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 13:09:17 -04:00
gsinghpal
6e67fc5ce3 docs: nexa systems CoA + accounting setup design spec
Comprehensive chart-of-accounts redesign for odoo-nexa nexamain DB:
hybrid approach over l10n_ca, three analytic plans (Project/Department/SR&ED
Tag), fiscal positions for auto tax handling, cleanup plan for the
~370 unused accounts and 49 messy taxes, automation hooks via product
categories and bank reconciliation rules.

Goals: CRA compliance, SR&ED claim infrastructure, zero-rated export
handling, one-click invoicing.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 13:08:40 -04:00
gsinghpal
fd9d4e775b feat(numbering): add fp.parent.number + fp.quote.number sequences
Parent sequence starts at 30000. Quote sequence is Q + YYYYMM + non-resetting
counter starting at 200. Phase 1 Task 1 of the parent-number hierarchy.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 13:07:16 -04:00
gsinghpal
2de5491693 plan(numbering): step-by-step implementation plan
15 tasks across 8 phases — foundation (sequences + mixin + SO fields),
quote/SO rename, WO grouping rewrite, invoice block + naming, child
model wiring (CoC/RCV/DLV/PU/NCR/CAPA/Hold/RMA), immutability + unlink
block, view + report fixes, end-to-end walkthrough.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 12:38:08 -04:00
gsinghpal
671820427a spec(numbering): parent-number hierarchy design
Quote→SO→WO→IN→CoC→DLV→RCV→… all share a single parent number drawn
from the sale order. New abstract mixin centralises naming with atomic
counter increment, compliance-grade immutability, and a hard block on
direct invoice creation outside the SO workflow.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 12:28:52 -04:00
gsinghpal
b07f771d98 changes 2026-05-12 09:08:34 -04:00
gsinghpal
01a46e33e2 fix(process-tree): breadcrumb pile-up + dead "No MO selected" banner
Two issues on the Process Tree client action:

1. Back to Work Order kept growing breadcrumbs (WO -> Tree -> WO ->
   Tree -> ...) because onBack used action.doAction() which PUSHES
   a new act_window onto the stack instead of popping. Fixed by
   trying action.restore() first (pops the Tree off the stack and
   returns to the parent WO/Step controller). Falls through to
   explicit doAction only when there's no parent in the stack
   (direct URL access).

2. The empty-state banner referenced productionId, a dead variable
   from the bridge_mrp era when the tree was tied to mrp.production.
   Since the component now uses jobId (fp.job context key), the
   "No manufacturing order selected" message ALWAYS fired regardless
   of whether a job was loaded. Fixed by using jobId and updating
   the message to "No work order selected".

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 09:05:27 -04:00
gsinghpal
2d9779047b fix(jobs): registry load failure after Tier 2/3 persistence patches
Two compounding issues introduced by the persistence audit work:

1. fields.Text mismatch: sale.order.x_fc_internal_note and
   x_fc_external_note are actually fields.Html. I declared the
   sale.order.line related mirrors and the fp.job stored copies as
   fields.Text, so setup_related raised:
     TypeError: Type of related field
     sale.order.line.x_fc_internal_note is inconsistent with
     sale.order.x_fc_internal_note
   Fixed by switching both Note fields on fp.job and sale.order.line
   to fields.Html.

2. Module-load-order: Tier 3 fields (x_fc_delivery_method,
   x_fc_ship_via, x_fc_invoice_strategy) are defined in
   fusion_plating_jobs (related to sale.order via _inherit), but I
   referenced them in fusion_plating core's fp_job_views.xml — which
   loads BEFORE fusion_plating_jobs registers the fields. View
   validator raised "Field x_fc_delivery_method does not exist".
   Fixed by removing those 3 fields from the core view group and
   adding them via xpath in fusion_plating_jobs's fp_job_form_inherit
   (which loads after the fields are registered).

Both fixes deployed and verified — registry loads in 2s, all field
types match, related path resolves correctly. No data loss; the
fp.job rows that already had stored Text content for internal_note /
external_note will carry over into the Html field intact.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 08:45:59 -04:00
gsinghpal
cba9a6da6b feat(jobs): mirror delivery_method/ship_via/invoice_strategy on fp.job
Tier 3 of the SO->fp.job persistence audit. Three logistics/billing
fields surface on fp.job as related read-only (not stored) mirrors:

- x_fc_delivery_method - Local Delivery / Shipping Partner / Customer
  Pickup. Cargo classification used by logistics planning.
- x_fc_ship_via - Carrier name (UPS, FedEx, customer pickup, etc.).
- x_fc_invoice_strategy - Deposit / Progress / Net Terms / COD-Prepay.
  Read by the invoicing module's hooks; mirroring on the WO is for
  manager visibility only.

These were intentionally chosen as related (not stored persisted)
because the SO is the authoritative source - the existing downstream
code (delivery + invoicing modules) already reads them off SO directly.
A stored copy would risk drift. Related auto-follows SO updates.

Same three fields also mirrored on sale.order.line as stored related
for per-line list visibility.

Closes the SO->fp.job persistence audit. All 10 operational fields
identified now flow through to the WO (7 stored + populated at confirm,
3 related read-only).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 08:39:12 -04:00
gsinghpal
15eac309ee feat(jobs): persist deadlines + planned start + notes on fp.job
Tier 2 of the SO->fp.job persistence audit. Four operational metadata
fields mirrored from sale.order:

- x_fc_internal_deadline (Date) - shop's internal target finish date,
  ahead of the customer-facing deadline. Kept separate from
  date_deadline (which scheduling code may adjust).
- x_fc_planned_start_date (Date) - customer-quoted planned start date.
  Kept separate from date_planned_start (Datetime, capacity-adjusted).
- x_fc_internal_note (Text) - shop-internal notes from the order.
- x_fc_external_note (Text) - customer-facing notes, printed on
  traveller / BoL / cert.

All four populate at SO confirm via _fp_auto_create_job, and surface
on sale.order.line as stored related fields for per-line visibility.
fp.job form view gets a Notes group alongside the Customer References
group from Tier 1.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 08:37:19 -04:00
gsinghpal
7d37f5713c feat(jobs): persist Customer Job # + PO # + Rush Order on fp.job
Tier 1 of the SO->fp.job persistence audit. Three customer-reference
fields entered on sale.order's Plating tab were not flowing through
to fp.job (or SO lines), so the shop floor and printed paperwork
(traveller, BoL, cert) had to round-trip via sale_order_id every time.

Changes:
- fp.job: new x_fc_customer_job_number (Char, tracking), x_fc_po_number
  (Char, tracking), x_fc_rush_order (Boolean, tracking). All three
  populated by _fp_auto_create_job at SO confirm time.
- sale.order.line: x_fc_customer_job_number / x_fc_po_number added as
  stored related fields off order_id so per-line list views show the
  customer's references without navigating to the order header
  (x_fc_rush_order was already on lines).
- fp.job form view: small Customer References group under the title
  surfaces the three fields where the user expects them.

Verified end-to-end: SO -> SO line related fields -> fp.job direct
fields all carry the same value.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 08:34:56 -04:00
gsinghpal
cd2584d6ee ui(rename): "Plating Job" -> "Work Order" / display "WO # 01368"
Standardise user-facing terminology across 5 modules (27 files):
  - display_name compute: 'Work Order # 01368' -> 'WO # 01368'
  - _description on 5 models: Plating Job{," Step"," Step Time Log"," Margin Report"," Recipe Node Override"} -> Work Order equivalents
  - field labels (string=...) on 13 Many2one / One2many fields
    across fp.batch, fp.thickness_reading, fp.quality.hold,
    fp.job_consumption, fp.portal.job, fp.certificate, fp.delivery,
    fp.quality.check, fp.racking.inspection, res.partner, sale.order
  - XML view labels: action names, list/form/search strings,
    portal template names, dashboard tile titles

What's deliberately preserved:
  - DB model name 'fp.job' (technical identifier — used by
    sale_order.x_fc_plating_job_ids and all comodel refs)
  - Module name 'fusion_plating_jobs' (directory / import path)
  - Settings -> Apps display label 'Fusion Plating Jobs' (module
    identity for Odoo's app picker)
  - 'Use Native Plating Jobs' migration toggle (internal mechanism
    flag, not user-facing terminology)

Verified on entech: WH/JOB/01368 now displays as 'WO # 01368'
everywhere humans look (form header, breadcrumbs, M2O dropdowns,
error messages, smart-button titles).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 08:22:09 -04:00
gsinghpal
dcbe8305d0 ui(process-tree): back to Work Order + pulsing green for done steps
Two improvements to the Process Tree visualization opened from the
Work Order's Process Tree header button:

  1. Back button returns to the Work Order (job form) instead of
     Plant Overview. fp.job.action_open_process_tree now passes
     back_job_id in the client-action context; process_tree.js
     reads it via a new backJobId getter, updates the button label
     to "Back to Work Order", and routes onBack to fp.job form.
     The Plant Overview fallback stays for callers that don't pass
     either back_step_id or back_job_id.

  2. Completed operation/step cards now have a green fill (#1e8449)
     and a subtle pulsing glow (box-shadow animation, 2.6s alternate)
     so finished work pops against still-pending dark cards. Hover
     pauses the animation so the click target is steady. Reuses the
     same green the workflow-state slice already used.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 08:13:46 -04:00
gsinghpal
798458c834 ui(jobs): Finish & Next becomes pulsing vivid-green icon
User wanted Finish & Next to drop its text label like the other row
buttons, but stand out visually as the primary action. Solution:
icon-only with a vivid green color and a subtle pulse animation.

- New SCSS: fp_finish_btn.scss with branch-on-$o-webclient-color-
  scheme so the dark bundle uses green-400 (pops on dark bg) and
  light bundle uses green-600. Pulse animation 1.8s ease-in-out
  infinite, scale 1.0 ↔ 1.18. Pauses on hover/focus so the click
  target is steady.
- Registered in both web.assets_backend and web.assets_web_dark
  per the project's dark-mode rule (CLAUDE.md).
- View: string="Finish & Next" → title="Finish & Next",
  class drops "text-primary", gains "o_fp_finish_btn".

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 01:05:28 -04:00
gsinghpal
30a1141997 ui+fix(jobs): compact row buttons + remove racking inspection gate
UI: secondary row buttons in the embedded step list are now icon-only
with tooltips (Pause / Complete 1 → Next / Record / Skip / Move…).
Saves ~70% horizontal space. "Finish & Next" stays text+icon as the
primary action.

Fix: removed the racking-inspection gate from button_finish. Racking
is now a recipe step (not a separate inspection workflow), so the
"Racking inspection for ... is Inspecting — must be Done" error no
longer fires. _fp_check_racking_inspection_complete() helper is
preserved for diagnostics but no longer called from the finish path.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 01:01:50 -04:00