Captures the current state of the system-wide fine-tuning initiative so a
fresh Claude Code session can resume without context loss.
CLAUDE.md additions (fusion_plating/CLAUDE.md):
* Sub-project roadmap (Sub 1 through 8 + two deferred items)
* Sub 2 locked decisions (Q1–Q6 answers)
* Sub 2 defensive measures that prevent rework when later subs land
* Sub 6 / 7 / 8 previews from the client transcript
* Client-confirmed operational thresholds (tank polling, active tanks)
* How to resume in a fresh session
Sub 2 design spec (docs/superpowers/specs/):
* Part Data Model Overhaul — covers gaps 2b, 2c, 2d, 4
* 12 sections: scope, data model, migration, UI, cert resolution,
reports, testing, defensive measures, files touched, rollout,
success criteria, open questions
* All clarifying questions answered; zero placeholders
* Ready for writing-plans skill to generate implementation plan
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
When a QC uploaded the XDAL 600 report, the CoC PDF render pipeline
now appends the Fischerscope PDF directly after the cert pages. This
matches what aerospace / Nadcap auditors expect (and how Steelhead
ships certs today) — a single PDF file carrying both the certificate
declaration and the raw equipment report.
Flow:
* _fp_generate_cert_pdf renders the CoC via QWeb as before
* _fp_merge_thickness_into_cert resolves the QC for the MO (preferring
the passed one) and extracts its thickness_report_pdf_id bytes
* PyPDF2.PdfMerger concatenates CoC then Fischerscope into a single PDF
* Merged bytes replace pdf_content before the ir.attachment is written
* Falls back to CoC-only (and logs a warning) if PyPDF2 is missing or
either PDF fails to parse — never blocks MO completion
Smoke test: synthetic Fischerscope + real QWeb CoC → 2-page merged PDF
with page 1 CoC text and page 2 Fischerscope text, verified via
PyPDF2 extract_text.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Future sessions shouldn't silently re-install retired modules during
install/upgrade sweeps. Added an explicit "Retired / Do-Not-Install
Modules" section with guardrails:
- Don't include in -i / -u sequences
- Don't add as a depends target
- Don't re-sync to entech /mnt/extra-addons/custom/
- Don't recommend installing without user confirmation
Covers the two modules currently in this state:
- fusion_plating_culture (code in repo, uninstalled on entech)
- fusion_plating_sensors (fully removed, absorbed into fusion_iot)
Also struck-through the "| 80 | Culture | ..." menu row and added a
retired tag to the module-list tree so at-a-glance scans don't
suggest it's a live part of the menu hierarchy.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Culture/values/recognitions framework was shipping zero data and zero
workflow integration for this client. It's a people-ops concern (peer
kudos, "Fundamental of the Week" rotations) with no overlap with the
technical plating pipeline — no interaction with process recipes,
quality holds, sensors, or compliance.
Verified zero data on entech before uninstalling:
fusion.plating.value 0 records
fusion.plating.value.set 0
fusion.plating.value.recognition 0
fusion.plating.value.rotation 0
Clean uninstall on entech, module dir removed from disk. The Culture
top-level menu disappears. If a future client wants it back, the
module is easy to re-author — nothing we built on top of it depends
on it.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
fusion_plating_sensors had broader scope (sensor_type taxonomy,
dashboards, location flexibility) but its core logic was ALL
scaffolding — alert rules stored thresholds with zero side effects,
measurement create just filled a name sequence, the HTTP endpoint
required user-auth session cookies. Meanwhile fusion_plating_iot had
the actual working alerting: in-spec checks, quality-hold auto-raise
with excursion dedupe, setpoint + deviation, token-auth ingest for
headless hardware. Plus 563 real readings from the pilot Pi.
Right unification: keep fusion_plating_iot (working) as the base,
port the valuable structural bits from fusion_plating_sensors, demolish
the latter entirely.
**Ported to fusion_plating_iot:**
- `fp.sensor.type` — taxonomy model with 8 seeded types (Temperature,
pH, Conductivity, Level, Pressure, Flow, Concentration, Switch).
Richer than the device_kind Selection; hardware-independent (one
"Temperature" type covers DS18B20 / PT100 / thermocouple).
- `fp.sensor.dashboard` — named grouping of sensors with
out-of-spec count. Simple but useful ("ENP Line 1 — all tanks")
without the broken alert-rule complexity.
- Extended `fp.tank.sensor`:
* `uuid` (stable logical ID, survives hardware swaps)
* `sensor_type_id` (link to the taxonomy above)
* `work_center_id`, `facility_id`, `location_name` — alternatives to
tank_id so probes can live on ovens, ambient air, effluent pipes
without faking a "tank"
* `effective_location` computed — picks the first non-empty of the
four location fields for display
**Post-install hook** backfills UUID + default sensor_type on existing
live sensors. Verified on the 2 pilot sensors: both got UUIDs, both
auto-assigned the Temperature type via device_kind=ds18b20 mapping.
**Deleted** (all of fusion_plating_sensors, 1205 LOC):
- fp.sensor (replaced by fp.tank.sensor with added fields)
- fp.sensor.measurement (replaced by fp.tank.reading)
- fp.sensor.alert.rule (replaced by inline alert_min/max + working hold)
- /fp/sensor/measure controller (replaced by /fp/iot/ingest)
- fp.sensor.measure.wizard (not needed — Odoo's normal create form works)
- The "Sensors" submenu hierarchy (Dashboards/All Sensors/Measurements/
Sensor Types) that created the dup menus the user reported
**Menu now**: Plating → Operations → Sensors
- Dashboards (fp.sensor.dashboard)
- Sensors (fp.tank.sensor — renamed from "Tank Sensors" since
it supports non-tank locations now)
- Readings (fp.tank.reading)
- Sensor Types (fp.sensor.type)
No data loss: all 591 Pi readings preserved (up from 563 earlier as
the live poller kept running throughout the refactor). Brief 503 on
the Pi during the Odoo module-update restart; poller auto-retried on
the next 30s tick.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Sensors previously only tracked alarm thresholds (alert_min/alert_max).
Missing the third piece of standard process control: the SETPOINT —
what the heater/chiller controls toward and what dashboards compare
against. Without it an operator can't tell whether 89°C is "on target"
or "barely still in spec".
Schema changes:
**fusion.plating.bath.parameter** (shop-wide default)
- New `target_value` field — the default setpoint for this parameter
across the shop (e.g. 87°C for ENP bath). Parallel to existing
target_min / target_max.
**fp.tank.sensor** (per-sensor override)
- New `target_value_override` — per-sensor override, zero = inherit
from parameter. Matches the existing override pattern for alert
thresholds so users can fine-tune per-tank without touching the
shop-wide spec.
- New `effective_target` / `effective_target_unit` computed — resolves
override → parameter default, converts to company-preferred unit.
- New `_get_setpoint()` helper for internal use.
**fp.tank.reading**
- New `deviation_from_target` — signed Δ from the sensor's effective
setpoint, in the company's preferred unit. Positive = above, negative
= below, zero if no setpoint defined.
- New `deviation_band` (selection: on/near/far/out/none) — coarse band
for fast visual scanning. `on` = within ±1° of target, `near` = ±3°,
`far` = beyond, `out` = actually out of the alarm band.
**Views**
- Sensor form: split the alerting panel into two groups — "Target
(setpoint)" on the left, "Alarm band" on the right. Makes the
distinction between "where we want to be" and "where we'd panic"
visually obvious.
- Reading list: new Δ + band columns, with decoration classes
(success/info/warning/danger) so the list reads at a glance.
- Tank form Sensors tab: inline setpoint + unit column.
Seeded: parameter "Bath Temperature (Hot Process)" now carries
target_value=87°C as a realistic ENP shop default. Sensors inherit
unless they set their own override.
Design decisions kept simple:
- Did NOT add a warning band (warn_min/warn_max). Two-tier model
(setpoint + alarm band) is enough for the pilot. Can add soft
warnings later as a separate commit if ops wants them.
- Did NOT auto-control heaters. Setpoint is stored as metadata only;
actual heater actuation via IoT is a future phase C project.
Verified: setpoint 87°C stored → displays 188.60°F on the live pilot
sensor (company pref = F). Each incoming reading correctly computes
signed deviation; bands colour the reading list appropriately.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Two user-reported bugs on S00056 (and visible on any SO/invoice):
Bug 1: Cancelling the Send dialog still sends the email.
action_quotation_send is a button handler that returns a
compose-dialog action synchronously. Our override was calling
_dispatch('quote_sent', ...) AFTER super(), which immediately
sends the email via template.send_mail() before the user ever
sees the dialog. Clicking Cancel at that point only dismisses
the already-sent email's compose window.
Fix: removed the _dispatch call entirely from action_quotation_send.
The Send button IS the manual-send path; Odoo's compose dialog
(pre-populated with our FP: Quotation Sent template thanks to
_find_mail_template) handles the send-or-cancel choice correctly.
If an auto-quote-sent notification is ever wanted, it should be
wired from a cron that scans SOs that just transitioned
draft -> sent, not from the button handler. Noted in a code
comment.
Bug 2: Two copies of the same PDF attached to every email.
The mail.template records now carry report_template_ids (set by
the post_init hook from the previous refactor) which Odoo uses to
auto-attach PDFs on send_mail(). But the fp.notification.template
records ALSO had attach_quotation / attach_sale_order / attach_invoice
flags set, which cause _collect_attachments() to render the same
PDF a second time and pass it in email_values.
Fix: turned those three flags off in the XML data file. Other
flags (attach_coc, attach_bol, attach_receipt, attach_thickness_report,
attach_packing_list, attach_pod) stay on — those are genuinely
different documents, not dupes.
Because the records are noupdate="1", updated the post_init_hook
to also backfill the flag changes onto existing DB rows so
production instances get cleaned up on -u, not just fresh installs.
Smoke:
attach_quotation=False attach_sale_order=False attach_invoice=False on all three records
1 report per template (no dupes)
action_quotation_send no longer contains _dispatch("quote_sent", ...)
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Earlier I built report_fp_so_acknowledgement.xml as a separate
customer-facing document. On review there was no good reason — our
existing report_fp_sale.xml already flips its title between
"Quotation" and "Sales Order" based on state, and carried ~90% of
the same content. Two documents would have meant the shop had to
remember which to send when, and the customer would get two
near-identical PDFs in their inbox.
Consolidation:
1. Merged the four unique blocks from the acknowledgement into
report_fp_sale.xml (both portrait AND landscape variants):
- CUSTOMER JOB # / PLANNED START / CUSTOMER DEADLINE / SHIP VIA
info row (shown only when any of those fields is populated)
- Blanket / block-partial highlight-box callout (shown only
when the flags are set)
- External notes (x_fc_external_note) block above Terms and
Conditions
2. Deleted fusion_plating_reports/report/report_fp_so_acknowledgement.xml
and removed it from the module manifest. Also purged the orphan
ir.actions.report and ir.ui.view DB rows + the stale
ir.model.data entries.
3. Re-pointed the fp_mail_template_so_confirmed mail template's
report_template_ids from the now-gone acknowledgement report to
action_report_fp_sale_portrait. Updated hooks.py accordingly; the
hook now uses "set" semantics (replace all) instead of "add" so
re-running it cleans up stale attachments from prior refactors.
4. UAT on S00071: the Send button pre-selects the FP: Order
Confirmation template with SalesOrder_S00071.pdf attached. The
PDF renders with the new plating rows populated — Customer Job #
AMPH-2026-0420-01, Customer Deadline 05/14/2026 08:00:00 PM,
"Partial shipments blocked" callout, all lines + totals.
One PDF, one Send button behaviour, matching what Odoo and most
ERP systems do.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Five fixes from the end-to-end UAT debrief:
1. Menu discoverability (HIGH)
Added a prominent "+ New Direct Order" button in the Sale Orders
list header toolbar (class=btn-primary, display=always). The
existing menuitem at Plating > Sales > New Direct Order was
buried in a submenu that didn't always expand; the toolbar
button is a guaranteed entry point from the most common screen.
2. Escape/X destroys wizard state (HIGH)
Added a prominent info banner at the top of the wizard form:
"Changes are not saved until you click Create & Confirm Order.
Closing this window (Esc or X) discards your entries." The
Cancel button now has confirm="Discard this order? All header
data and line items will be lost." so the intentional-cancel
path also prompts.
3. Shell/cron crash in _fp_auto_create_mo (MEDIUM)
bridge_mrp/models/sale_order.py:232-264 used _() inside list
comprehensions to format the internal chatter summary of newly
created / adopted MOs. _() resolves language from env.context,
which is empty in odoo-shell and cron contexts — triggering a
translate.get_text_alias crash AFTER the MOs had been created.
These strings are internal audit log text, not user-facing UI;
dropped the _() wrappers so the message builds safely from any
context. Same for the per-group error-message on savepoint
rollback.
4. Misleading "100%" margin (MEDIUM)
x_fc_margin_percent displayed 100% on every SO because the cost
rollup from fp.coating.config.unit_cost isn't populated yet.
Added x_fc_margin_available Boolean (True only when at least
one line's coating has a non-zero unit_cost). The SO Plating
tab now hides the margin numbers when margin_available=False
and shows an inline muted note: "Margin n/a — coating cost
rollup not yet populated on any line's treatment."
5. Account Hold banner too loud (LOW)
fusion_plating_invoicing was injecting a full-height danger
alert above every SO header. Slimmed it to a one-line compact
alert with icon: "Account Hold — SO confirmation, invoicing
and shipping are blocked for non-managers." Half the vertical
footprint, less visual competition with the Plating chip bar.
Verified via UAT on S00071.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
D7 template was originally in fusion_plating_configurator with a
Bootstrap-only look-and-feel that didn't match the other Fusion
Plating reports. Re-styled and relocated:
- Moved to fusion_plating_reports/report/report_fp_so_acknowledgement.xml
alongside sale / work-order / job-traveller / invoice templates.
- Uses fp_portrait_styles (company primary colour for headers, .bordered
tables, .info-header row, .totals-table, .highlight-box, .sig-box /
.sig-line / .small-muted).
- Layout now mirrors report_fp_sale.xml: Billing / Shipping address
pair, references row (Customer PO / Customer Job / Order Date /
Salesperson), scheduling row (Planned Start / Internal / Customer
Deadline / Ship Via), blanket-order callout, order line table
(PART / DESCRIPTION / TREATMENT / QTY / UNIT PRICE / SUBTOTAL),
totals table with subtotal / taxes / grand total, and a two-column
signature block.
fusion_plating_configurator no longer ships report/ files — it
depends on fusion_plating_reports transitively via installed modules
order. Report XML ID changed from
'fusion_plating_configurator.report_fp_so_acknowledgement_doc' to
'fusion_plating_reports.report_fp_so_acknowledgement_doc'.
UAT on S00066: PDF renders cleanly with ENTECH branding, contact
footer, subtotal \$3,025 / taxes \$393.25 / grand total \$3,418.25,
signature lines — visually identical to the Quotation/Sales Order
report.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Acknowledgement PDF rendering failed with "QWeb widgets do not work
correctly on 'td' elements" — Odoo's qweb compiler rejects
t-field/t-options directly on <td>. Wrap the monetary / qty widgets
in an inner <span> for every cell that uses them (body rows + footer
total).
Caught during browser UAT on S00066 — shell _render_qweb_pdf smoke
test passed earlier because it bypasses the full compile path, but
the production /report/pdf/ endpoint fails the assertion.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Phase D8 compute was returning x_fc_margin_percent already-multiplied
by 100, but the 'percentage' widget in the SO form multiplies again
for display. Result was 10000% instead of 100%.
Store as 0.0-1.0 fraction; widget handles the multiplier. Caught
during UAT on S00066.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Two critical, one important, four polish fixes found by the
pr-review-toolkit code-reviewer.
C1 (CRITICAL) Start-at-node filter dropped later siblings
fusion_plating_bridge_mrp/models/mrp_production.py:448
The allowed_ids set was {descendants} ∪ {ancestors}, which wrongly
excluded nodes that should run AFTER the start node — including
later siblings of the start node and all operations in subsequent
sub-processes. Rewrote the upward walk to ALSO include each
ancestor's later-sequence siblings and their descendants. Smoke on
ENP-ALUM-BASIC: full=9 WOs, partial from mid-tree 'De-Masking'=5
WOs (previously was 1).
C2 (CRITICAL) Duplicate MO on re-confirm of pre-PR SOs
fusion_plating_bridge_mrp/models/sale_order.py:96
Legacy untagged MOs (created before this PR had line-linkage m2m)
were not recognized by the untagged idempotency check, so
re-confirming an already-processed SO would create one additional
MO per untagged plating line. Fix: pre-scan for a single legacy
untagged MO and adopt it by linking ALL untagged plating lines
onto it. Those lines are then treated as covered and no per-line
MOs are created on top. Smoke: S00066 before=1 MO, after
re-run=1 MO.
I5 (IMPORTANT) push_to_defaults wrote to pre-bump revision
fusion_plating_configurator/wizard/fp_direct_order_wizard.py:236
When create_new_revision=True, _get_or_bump_revision() returned a
new part record that got written to the SO line, but the
post-confirm push_to_defaults loop re-read line.part_catalog_id
(still the OLD rev) and wrote defaults there, defeating the whole
point of "save as default". Fix: cache resolved parts in a dict
keyed by wizard-line ID during the build loop, and use that cache
in the push_to_defaults pass.
I3/I4/I6 (PERF) Computes lacked @api.depends and did per-record
search_count / search queries
fusion_plating_configurator/models/sale_order.py
_compute_nav_counts, _compute_workorder_count, _compute_wo_completion
now:
- declare @api.depends
- batch via read_group across the whole self recordset
- rebuild {origin: counts} dicts and assign per record
M7 (MEDIUM) No savepoint around per-group MO creation
fusion_plating_bridge_mrp/models/sale_order.py:_fp_auto_create_mo
A mid-loop exception left group 1's MO persisted and aborted
groups 2..N. Wrapped each group's create in SAVEPOINT/RELEASE/
ROLLBACK TO SAVEPOINT so one bad group no longer corrupts state.
M8 (MEDIUM) Email 'opened' status false-positived on internal CC
fusion_plating_configurator/models/sale_order.py:_compute_email_status
Switched from 'any notification is_read' to 'customer partner has
a read email notification on this SO'.
M9 (LOW) start_at_node_id domain silently empty when coating unset
fusion_plating_configurator/wizard/fp_direct_order_line.py:94
Changed `('parent_id', 'child_of', ...)` to
`('id', 'child_of', ..., or 0)` and clarified the help text.
Regression smoke passed all checks on odoo-entech.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Ships the remaining items from the Sales UX Uplift plan:
D2 BOM Items kanban
New view_sale_order_line_bom_kanban grouped by x_fc_part_catalog_id.
Smart button 'BOM Items' on SO form opens it.
D5 Archive line
x_fc_archived Boolean on sale.order.line plus action_archive_line /
action_unarchive_line. Acknowledgement report filters out archived
lines.
D6 Add Quoted Lines sub-wizard
New fp.add.from.quote.wizard parallel to fp.add.from.so.wizard. Pick
quotes for this customer and clone them into direct-order lines
carrying part, coating, qty, unit price (from calculated or
override), and notes. Button '+ Add From Quotes' on wizard Lines tab.
D7 SO Acknowledgement PDF
New ir.actions.report + QWeb template in configurator/report/.
Header shows customer / contact / PO / Customer Job #, Bill-To,
Ship-To, planned start + customer deadline + ship-via. Line table
skips archived lines. Includes external notes, blanket-order
callout, and customer-signature + vendor-signature blocks.
Binding added to sale.order so it shows up under Print menu.
D9 Quick-nav chip bar
New smart buttons on SO form: Invoices / Pickings / NCRs / Files
with counts and icons. Each opens a filtered list. NCR button
appears only when fusion_plating_quality is installed.
D10 SO/WO perspective toggle
view_sale_order_line_wo_kanban grouped by x_fc_wo_group_tag. Smart
button 'By WO' on SO form.
D11 Assemblies minimal model
fp.sale.assembly + fp.sale.assembly.line with name, ship_to, count,
procured_count, completed_at. UX (forms / kanbans / integration
into receiving) deferred — model only for now.
D14 Uploaded Files
Files smart button on SO form opens ir.attachment kanban filtered
to this SO. Count appears in the chip bar.
F4 Signed tracking
x_fc_signed_at / x_fc_signed_by / x_fc_is_signed on sale.order +
action_mark_signed helper. Signed column on quotes list view.
F10 New Quote
Kept on existing action_fp_quotations (already surfaces the
default New button).
E5/F9 Action icons per row
Deferred — requires a custom widget; the native PDF action via the
Print menu covers 80% of the use case.
Bumped to 19.0.8.0.0.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Two features from Phases B/C that were previously only data now do work:
1. WO GROUPING (x_fc_wo_group_tag)
_fp_auto_create_mo rewritten to iterate order_lines and group by
x_fc_wo_group_tag. Lines sharing a tag collapse into ONE MO with
product = first line's part.product_id, qty = Σ line qty,
recipe = first line's coating_config.recipe_id. Untagged lines
each get their own MO. Legacy path preserved for service-line SOs
with no plating data.
Idempotency is per (origin, tag): re-confirming an SO doesn't
create duplicate MOs for already-grouped lines.
New on mrp.production:
- x_fc_wo_group_tag (Char, tracking)
- x_fc_sale_order_line_ids (M2M back to sale.order.line)
- x_fc_start_at_node_id (Many2one fusion.plating.process.node)
2. START-AT-NODE (x_fc_start_at_node_id)
_generate_workorders_from_recipe pre-computes allowed_ids as the
set of {descendants of start_node} ∪ {ancestors of start_node}.
_is_node_included rejects any node outside that set. This skips
sibling branches earlier in the recipe while keeping the
container hierarchy so WO sequence numbers still make sense.
Smoke-tested S00070 (4 lines, 2 tagged groups + 1 untagged) -> 3 MOs:
WO#A qty=15 (2 lines batched), WO#B qty=50 (1 line), untagged qty=7
(1 line). Each got the ENP-ALUM-BASIC recipe.
Start-at-node smoke on the same recipe: full generation = 9 WOs,
partial with start_at='Ready for processing' = 1 WO.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
F1 follow-up: x_fc_follow_up_date + x_fc_follow_up_user_id fields on
sale.order, surfaced in the quotations list + a 'Needs Follow-Up'
preset filter.
F2 expires: native validity_date exposed as togglable column on the
quotes list + an 'Expired' preset filter.
F3 email status pills: x_fc_email_status computed (draft / sent /
opened / won). 'Opened' detects via mail.notification.is_read on any
email-type mail.message attached to this SO.
F5 part numbers summary: x_fc_part_numbers_summary ("PN1, PN2 (+3
more)") across order_line parts, togglable column.
F7 from-RFQ filter reuses existing x_fc_rfq_attachment_id.
Views:
- view_sale_order_list_fp_quotes (new list dedicated to quotes).
- view_sale_order_search_fp_quotes with filters Draft / Sent / Won /
From RFQ / Needs Follow-Up / Expired + group-bys.
- action_fp_quotations rewired to both of the above.
Bumped to 19.0.7.2.0. Closes all six phases originally planned.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
E1/E2/E3/E4: list view gets new togglable columns for
- x_fc_wo_completion (e.g. '3/5'): count of completed vs total WOs
- x_fc_invoiced_amount (Monetary): sum of posted customer invoices
minus credit notes
- x_fc_margin_amount + x_fc_margin_percent: reuses Phase D8 computes
- x_fc_is_blanket_order toggle
New sale.order.search view (sale.order.search.fp) with preset
filters: My Orders / Open / Confirmed / Done / Blanket / Has Rush /
Overdue, plus group-bys for Customer / Status / Customer Deadline.
Bumped to 19.0.7.1.0.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
D3 first half: x_fc_workorder_count computes live count of active MRP
work orders linked to this SO (via mo.origin = so.name). Adds a
'Active WOs' smart button next to the existing PO / RFQ buttons on
the sale.order form. Clicking opens a filtered mrp.workorder list
grouped by MO.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Phase D first landing covers the quick-win Steelhead-parity fields on
the SO form / list:
- D1: x_fc_deadline_countdown ("in 2d 3h", "overdue 1d 4h") computed
from commitment_date. Surfaced in SO form scheduling group and as
togglable column on the SO list.
- D4: x_fc_internal_note + x_fc_external_note split (html). Existing
'note' field is left untouched for back-compat. External note is
intended for the SO acknowledgement + portal; internal note is
shop-floor only.
- D8: x_fc_margin_amount + x_fc_margin_percent, currently computed
against fp.coating.config.unit_cost if defined (else 0 -> 100%
margin). When cost rollup lands on fp.coating.config, margin will
reflect reality automatically.
- D12: x_fc_contact_phone related to partner.phone (readonly) on SO
header.
- D13: x_fc_ship_via Char on SO header (carrier name).
Smoke: S00066 shows 'in 9d 22h' countdown + \$3025 margin; S00069
shows 'in 24d 22h' + \$750. Contact phone pulls from partner.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Phase C complete on odoo-entech. Smoke-tested S00069:
- C1 x_fc_start_at_node_id = Ready for De-Masking (resume-rework)
- C2 x_fc_part_wo_description = internal rework note
- C5 x_fc_is_one_off = False
- C3 x_fc_quote_id slot wired (no quote picked in this smoke)
- C4 push-to-defaults wrote EN High-Phos back onto part catalog
Phase D (SO detail view), Phase E (SO list view), and Phase F
(Quotes list) are independent tracks — outlined in the plan doc.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Adds quote_id (Many2one fp.quote.configurator) on the wizard line
with a domain scoped to the wizard's customer + quote states (sent /
accepted / won). Onchange auto-fills part, coating, and unit price
(final = estimator_override_price or calculated_price, per-part).
Mirrors x_fc_quote_id on sale.order.line for the audit trail. Surfaced
as a togglable column on the SO line tree and under "Qty & Price" on
the wizard line drill-in form.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Adds x_fc_default_coating_config_id and x_fc_default_treatment_ids
fields on fp.part.catalog. Wizard line gets a push_to_defaults
toggle. After action_create_order confirms the SO, any line with
push_to_defaults=True writes its coating + treatments back onto the
part catalog entry as the new defaults.
Reverse direction too: onchange on part_catalog_id in the wizard
line seeds coating + treatments from the part's defaults (if set and
the line doesn't already have them).
Part catalog form gets a new "Defaults" tab showing the stored
defaults. Smoke-tested: pushing default on order 1 populates the
catalog entry; new wizard line for that part auto-seeds the coating.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
C1: start_at_node_id per wizard line, mirrors to x_fc_start_at_node_id
on sale.order.line. Domain filters to nodes descending from the
coating_config's recipe so the estimator only picks valid resume
points. bridge_mrp will use this in a follow-up to skip ancestor
steps in the generated work order.
C2: part_wo_description (separate from customer-facing line_description)
lets the planner add internal-only notes that appear on the travelling
sheet only. Mirrors to x_fc_part_wo_description on sale.order.line.
C5: is_one_off flag for prototype / non-catalog parts. Mirrors to
x_fc_is_one_off. Actual skip-catalog behaviour will be wired in a
later pass.
All three fields appear in the wizard line drill-in form (under a new
"Work Order (internal)" group) and as togglable columns on the
sale.order.line tree.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Phase B complete on odoo-entech:
- B1/B2: Blanket + Block Partial flags on wizard header + sale.order
- B3: x_fc_wo_group_tag per SO line (bridge_mrp will use this to
batch MOs in a follow-up)
- B4: 'Add From Prior SO' sub-wizard for repeat orders
- B5: Per-line is_missing_info compute + amber row decoration
- B6: Rush already on line (added in Phase A)
Smoke-tested: wizard accepts 4 lines (1 with missing price, 3 WO-tagged
across 2 groups), banner shows correctly, missing row highlighted in
amber, after fix SO creates cleanly with all flags + tags persisted.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Task B4. New fp.add.from.so.wizard transient model: given the current
direct-order wizard + customer, lists the customer's prior confirmed
sale orders, lets the estimator tick source lines, and clones them
into fp.direct.order.line rows (part, coating, treatments, qty,
price, deadline, rush, WO group, description).
Button "+ Add From Prior SO" lives on the Lines tab of the main
wizard, visible once the customer is picked. Sub-wizard rejects
source lines that predate the new plating fields (no x_fc_part_catalog_id).
Smoke-tested on odoo-entech: copying all 3 lines of S00066 onto a
fresh wizard reproduces part/coating/qty/price correctly.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Phase B partial landing (B1, B2, B3, B5):
- B1/B2: x_fc_is_blanket_order and x_fc_block_partial_shipments on
sale.order; matching booleans on the wizard header.
- B3: x_fc_wo_group_tag Char on sale.order.line and wo_group_tag on
wizard line. Free-text tag; bridge_mrp will batch lines sharing a
tag into one MO in a follow-up.
- B5: is_missing_info computed Boolean on fp.direct.order.line;
tree uses decoration-warning to highlight incomplete rows in amber.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Task A8. Closes Phase A of the direct-order rewrite.
Smoke-tested on odoo-entech: wizard accepts 3 lines (qty 65, total
\$3,025 + tax -> \$3,418.25), creates SO S00066 in state=sale with all
header fields (customer job #, three deadlines, bill/ship addresses)
and per-line fields (part, coating, qty, price) populated correctly.
Phase A complete. Phase B (blanket flag, block partial, WO grouping,
add-from-SO, missing-info banner polish) and Phase C (to-node picker,
quote link, push-defaults) outlined in the plan doc; Phases D/E/F
(SO detail, SO list, quotes list) are separate tracks.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Task A7. SO form Plating tab gets a new "Customer Reference /
Scheduling" block showing customer_job_number, planned_start_date,
internal_deadline, commitment_date (as Customer Deadline). Order line
tree in SO form now shows per-line part / coating / treatments /
deadline / rush. SO list view exposes customer job # and both
deadlines as togglable columns.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Tasks A3 + A6. Wizard rewritten as header + lines architecture:
- Header carries customer/addresses/PO/deadlines/invoicing/notes.
- One SO line created per fp.direct.order.line, carrying part,
coating, treatments M2M, qty, price, per-line deadline, rush flag,
and description.
- action_create_order loops wizard lines, invokes revision-bump
helper, and builds order_line tuples with x_fc_* fields.
- Form view uses notebook (Lines tab with editable tree + drill-in
form, Notes tab), amber missing-info banner at top, running totals
at bottom. Customer deadline maps to Odoo commitment_date on SO.
Single-line fields and their computes/onchanges removed from wizard;
moved to fp.direct.order.line in task A4.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Task A4. Expands fp.direct.order.line with: part related fields,
optional new-revision block, additional treatment M2M, per-line
deadline + rush flag, description template + free-text, onchange
auto-price-lookup from customer price list, onchange template
suggestion (part > customer > coating), and _get_or_bump_revision
helper that will be called by the SO-creation loop.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Task A2 of the direct-order-wizard rewrite. Adds SO-header fields for
customer job #, three deadlines (planned start / internal / customer),
bill-to / ship-to address pickers, the line_ids O2M linking to
fp.direct.order.line, computed order totals, and a missing-info
warning banner. Partner onchange now also seeds default addresses.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Task A1 of the direct-order-wizard rewrite. Adds the transient line
model that will hold per-part detail (part, coating, qty, price) when
the wizard moves from single-line to header+lines architecture.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
