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>
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>
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>
