Commit Graph

18 Commits

Author SHA1 Message Date
gsinghpal
f0593487a7 feat(plating): Sub 3 Phase C \u2014 tree node MO-state palette (green=done, blue=active, red=error-only) 2026-04-22 09:04:38 -04:00
gsinghpal
7d5c826f3e fix(plating): Sub 3 \u2014 move part_catalog_id/cloned_from_id/treatment_uom to configurator inherit (core can't reference fp.part.catalog) 2026-04-22 08:52:10 -04:00
gsinghpal
b1a8849e70 chore(plating): Sub 3 version bumps + flip General Processing seed to noupdate=1 (Tasks 4+5) 2026-04-22 08:50:19 -04:00
gsinghpal
a1ebe9000f feat(fusion_plating): Sub 3 — process_node gets part_catalog_id, cloned_from_id, treatment_uom; opt_in_out label rename (Task 1) 2026-04-22 08:46:32 -04:00
gsinghpal
118f96dad4 feat(fusion_iot): add setpoint/optimum + deviation to sensor schema
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>
2026-04-20 16:36:58 -04:00
gsinghpal
54e56ed0e6 changes 2026-04-20 01:16:12 -04:00
gsinghpal
11837ed4f5 fix(plating): Manager Desk premature-advance + 6 workflow enforcement gates
**1. Manager Desk: WO no longer jumps to "In Progress" on partial setup**

User-reported bug: when the manager picked a worker, the WO immediately
left the "Unassigned" column even though the bath/tank (or oven, rack,
masking material) wasn't set yet. Worker would see a half-set job in
their queue and couldn't start it.

Fix:
- New compute `mrp.workorder.x_fc_is_release_ready` — True only when
  every field button_start would block on is filled in.
- Companion `x_fc_missing_for_release` — comma-list of what's still
  missing (used by the UI as a hint chip).
- Manager controller swaps the column filter from
  `assigned_user_id == False` to `is_release_ready == False`.
- A WO stays in "Setup Pending" (formerly Unassigned) until BOTH
  worker + per-kind equipment are set; only then does it move to
  "In Progress".

**Manager Desk template + SCSS**

The user also said "the manager doesn't know what task they're
assigning". WO row now shows:
  • Colour-coded WO-kind badge (wet=blue, bake=red, mask=yellow,
    rack=grey, inspect=green)
  • Required-role icon + name
  • Bath / oven / rack / masking-material chips (whatever's set)
  • Yellow "Needs: ..." chip listing what's still missing
  • Tank picker only shows for wet WOs (no point on a mask WO)
  • Open-WO button to drill into the form for advanced edits

**2. Six enforcement gates patched (without breaking the workflow)**

Each gate fires AFTER the manager sets up the WO and the operator
hits Start/Finish — never on create — so the manager → worker → run
flow stays intact.

| # | Gate | Where |
|---|---|---|
| a | SO confirm requires `client_order_ref` (or x_fc_po_number) | sale_order.action_confirm |
| b | Cert issue requires thickness readings (when partner.x_fc_strict_thickness_required) | fp_certificate.action_issue |
| c | Delivery start_route requires assigned_driver_id | fp_delivery.action_start_route |
| d | Bath log create/save requires line_ids (no empty logs) | fp_bath_log create + @api.constrains |
| e | Quality hold: hold_reason + description now `required=True` | fp_quality_hold field schema |
| f | Receiving accept blocks qty mismatch (manager override allowed + logged) | fp_receiving.action_accept |

New partner flag `x_fc_strict_thickness_required` so commercial
customers don't get blocked but aerospace customers do.

**Verified** via `scripts/fp_enforcement_audit.py`: 18/22 ENFORCED
(2 "GAPS" + 2 "ERRs" are all test artifacts — admin bypass + NOT NULL
fires before my custom check; real gates are correct).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-19 12:54:00 -04:00
gsinghpal
050d3d06a7 feat(plating): wire deferred UoM defaults — bake oven, bake window, coating, tank
Follow-up to the company-level UoM defaults commit. Wires four more
unit-bearing fields to inherit from res.company defaults at create-time.

**1. fp.bake.oven**
  • New `target_temp_uom` (°F / °C) — defaults from
    company.x_fc_default_temp_uom.
  • View: target_temp_min / max now render with a unit picker on the
    same row instead of unitless floats. Rule of thumb: "350–380 °F".

**2. fp.bake.window**
  • New `bake_temp_uom` — defaults from company.x_fc_default_temp_uom.
  • View: replaced hardcoded `°F` span with a live unit picker so the
    label matches whatever unit was actually recorded.

**3. fp.coating.config**
  • New `bake_temperature_uom` — defaults from company.
  • Removed hardcoded "Bake Temperature (°F)" label; the field is
    now unit-agnostic and the unit travels with the value.

**4. fp.tank.volume_uom**
  • Default now derives from company.x_fc_default_volume_uom via a
    small mapping (gal → gal_us, L → l, imp_gal → gal_imp). The
    selection itself stays the same — tanks already supported all
    common volume units; we just pre-pick the right one per company.

**Verified end-to-end** (scripts/fp_uom_smoke2.py):
  • Switching company default to °C + Litres
  • New oven gets C ✓
  • New bake window gets C ✓
  • New coating config gets C ✓
  • New tank gets `l` ✓ (mapped from company `L`)
  • Restored defaults afterwards

Existing records keep their stored uom — no surprise mutation.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-19 12:11:37 -04:00
gsinghpal
41336b179f feat(plating): company-level UoM defaults — F/C, mils/microns, etc.
Different facilities use different measurement systems. North-American
aerospace shops live in °F + mils + gallons + lb; ROW + most metric
shops use °C + microns + litres + kg. Add company-level defaults so
each shop picks its units once; new records inherit them automatically.

**Settings on res.company** (7 Selection fields):
  • x_fc_default_temp_uom            — °F / °C
  • x_fc_default_thickness_uom       — mils / microns / inches / mm
  • x_fc_default_volume_uom          — US gal / litres / Imp gal
  • x_fc_default_mass_uom            — lb / kg / oz / g
  • x_fc_default_pressure_uom        — psi / bar / kPa
  • x_fc_default_current_density_uom — A/ft² (ASF) / A/dm² (ASD)
  • x_fc_default_area_uom            — sq in / sq ft / cm² / m²

All default to North-American aerospace conventions (F, mils, gal, lb,
psi, asf, sq_in) — admins flip them once during onboarding via
Settings → Fusion Plating → Units of Measure.

**Per-record use** (this round)
  • mrp.workorder.x_fc_bake_temp_uom (°F / °C) — defaults from company,
    operator can override per WO if a specific bake needs a different
    unit (rare but allowed).
  • Bake-finish gate error message now reports the actual unit:
    "Bake Temp (°F)" or "Bake Temp (°C)" instead of hard-coded F.
  • Form: Bake Temp + Temp Unit picker side-by-side in the bake group.

**Settings UI** — new "Units of Measure" block on Settings → Fusion
Plating page with help text per unit explaining where each is used.

**Verified end-to-end** (scripts/fp_uom_smoke.py):
  • All 7 defaults populate with NA-aerospace defaults
  • Switching company default to °C makes a NEW WO inherit °C
  • Existing WOs keep their stored °F (no surprise mutation)

**Roadmap (deferred to next round)** — wire the same default-from-company
inheritance to:
  • fp.bake.oven.target_temp (currently no UoM)
  • fp.bake.window.bake_temp (currently no UoM)
  • fp.coating.config.bake_temperature (currently no UoM)
  • fp.tank.volume already has volume_uom; default from company
  • fp.bath.log chemistry readings already use parameter.uom; align
    with company default for new params

The settings + framework are now in place — adding more per-record uom
fields is mechanical from here.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-19 12:01:44 -04:00
gsinghpal
5994cec11b fix(plating): chatter action toolbar invisible in dark mode
The floating message-action toolbar (reaction / reply / star / link
icons) appearing on hover renders white-icons-on-white-background in
dark mode — Odoo's own dark.scss sets the icon hover color to white
but never gives the toolbar itself a dark background. Result: the
icons vanish entirely in dark mode.

Add fp_chatter_dark.scss that branches at compile time on
$o-webclient-color-scheme == dark (Odoo 19 compiles every SCSS file
into both web.assets_backend with `bright` AND web.assets_web_dark
with `dark`) and gives the toolbar:

- Solid dark background (#2b2f33 fallback, var(--o-component-bgcolor))
- Subtle 1px white-alpha border + drop shadow so it floats nicely
- Icon color rgba(255,255,255,.78) at full opacity (not 35%)
- Brighter hover state with a subtle bg highlight

Light bundle output is empty (the @if branch doesn't fire), so the
light theme is untouched.

Verified: dark bundle includes our rule with #2b2f33 marker present.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-19 08:45:47 -04:00
gsinghpal
f5f25f5716 fix(employee): rename 'Plating Certifications' tab to 'Operator Training'
The old label was easy to confuse with the customer-facing
Certificate of Conformance (fp.certificate). Operators kept asking
why a customer cert appeared on their employee profile. The tab is
actually the operator's process-level training record (EN, chrome,
anodize, etc.) that gates WO start in mrp_workorder.button_start —
nothing to do with customer documents.

Renamed the page string and added a one-line muted description
so anyone landing on the tab understands what it's for. Also
distinguishes it from the new 'Shop Roles' tab (coarser task tags
used by Manager Desk auto-routing).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-18 23:20:38 -04:00
gsinghpal
0d12902ee7 feat(plating): in-Odoo notifications, timer audit, presence-aware Manager Desk, auto-promotion
End-to-end workflow tightening + the team / skills system. Three
phases bundled because they share the same touchpoints (button_start /
button_finish / Manager Desk dropdown).

PHASE 1 — In-Odoo notifications + timer audit
=============================================
Workers now get a bell-icon notification (Odoo Discuss inbox) the
moment a manager assigns them a WO. No email — operators check Discuss
between jobs, and the customer-facing notification dispatcher stays
out of the worker loop.

- mrp.workorder.write() override fires message_notify(message_type=
  'user_notification') only when x_fc_assigned_user_id transitions to
  a non-empty value (clearing or no-op writes don't ping)
- 4 new fields on the WO header surface what was previously buried in
  time_ids: x_fc_started_by_user_id, x_fc_started_at,
  x_fc_finished_by_user_id, x_fc_finished_at
- button_start stamps started_* once (subsequent pause/resume cycles
  preserve the original); button_finish stamps finished_* every time
  the WO closes
- New "Timer Audit" group on the WO form (Time & Cost tab)

PHASE 2 — Presence-aware Manager Desk
=====================================
Manager Desk now knows who's clocked in. Works with vanilla
hr_attendance and fusion_clock — both expose hr.attendance with an
open record while the operator is on shift.

- bridge_mrp depends on hr_attendance
- hr.employee.x_fc_is_clocked_in computed field (batched query — one
  DB hit for the whole employee set, not N+1)
- hr.employee._fp_clocked_in_user_ids() classmethod for the dashboard
- manager_controller sends operators with is_clocked_in / role_ids /
  lead_hand_role_ids per worker, plus presence dict {clocked_in: N,
  total: M}; each WO carries role_id/role_name so the dropdown can
  match qualified operators

Manager Desk OWL:
- Header gets a "Present 7 / 12" pill chip; tap to toggle hideOffShift
  (off-shift hidden when active, accent colour when filter is on)
- New operatorsForWO(wo) helper sorts dropdown options into 4 buckets:
  qualified+clocked-in → lead-hand+clocked-in → clocked-in untrained
  (training mode) → off-shift (greyed; only shown when hideOffShift
  is false). Each option carries a ●/○ dot prefix and a soft suffix.

PHASE 3 — Skills, lead-hand-per-role, auto-promotion
====================================================
The team grows organically: managers assign training tasks, operators
finish them, the system auto-promotes after N successful runs.

- fp.work.role.mastery_required (integer, default reads from the
  company-level Default Mastery Threshold). Each role can override —
  masking might need 1 success, electroless nickel 5.
- res.company.x_fc_default_mastery_threshold + res.config.settings
  exposure under "Workforce Settings" in the Fusion Plating settings
  block (default 3)
- hr.employee.x_fc_lead_hand_role_ids m2m, separate from
  x_fc_work_role_ids — Sarah can be a lead hand for masking + racking
  even if those aren't her primary roles. Manager-only group access.
- New fp.operator.proficiency model (one row per employee+role) with
  completed_count, first/last_completed_at, promoted, promoted_at,
  progress_label compute. SQL-unique on (employee, role).
- mrp.workorder.button_finish increments the (employee, role)
  counter, then if count >= role.mastery_required AND not promoted,
  adds the role to x_fc_work_role_ids and posts a "🎉 Promoted"
  chatter line on the employee record. Wrapped in try/except so a
  tracker glitch never blocks production.
- Promotion uses the WO's assigned_user_id, NOT env.user — credit
  goes to the operator who was supposed to do it, even if a manager
  finished on their behalf.

Employee form gets a "Shop Roles" tab (supervisor+):
- "Tasks This Operator Can Do" m2m
- "Lead Hand For" m2m (manager-only)
- Read-only Task Proficiency list with progress / promotion badges

Verified on odoo-entech: all fields land, default threshold = 3,
asset bundle regenerated as 9f38f05.

Module bumps: fusion_plating 19.0.4.0.0,
fusion_plating_bridge_mrp 19.0.4.0.0,
fusion_plating_shopfloor 19.0.11.0.0.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-18 22:05:32 -04:00
gsinghpal
6c4ff7751f feat(plating): comprehensive timezone fix across dashboards/PDFs/emails
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>
2026-04-18 21:03:02 -04:00
gsinghpal
b85642816f feat(configurator): menu reorder, currency/unit display polish, line description templates
Three UX improvements:

1. Sales menu reordered — New Quote (seq 1) is now the first entry,
   followed by New Direct Order (5), Quotations (10), Sale Orders (20).
   "New Quote" moved out of Configurator submenu into Sales so both
   quote-creation paths live side-by-side.

2. Currency + unit display audit:
   - fp.customer.price.list.unit_price flipped from Float to Monetary
     with currency_field='currency_id' — list view now shows $ symbol
     and a Total sum row
   - fp.direct.order.wizard.unit_price flipped to Monetary, added
     currency_id field and computed line_subtotal ($)
   - % suffix appended to deposit_percent and progress_initial_percent
     in the wizard
   - Unit suffixes added where missing: bake_window.quantity (pcs),
     window_hours (h), bake_temp (°F), bake_duration_hours (h);
     bath.volume (L), bath.mto_count (turnovers); tank.volume shows
     volume_uom inline

3. Saved line descriptions (new feature):
   - New model fp.sale.description.template with name, description,
     tag (standard/masking/rework/aerospace/nuclear/packaging/other),
     optional coating_config_id and partner_id, usage_count bumped
     on each use
   - List + form + search views; new "Line Descriptions" menu under
     Configurator
   - 8 starter templates seeded (noupdate=1): ENP Standard/Aerospace/
     Nuclear, masking variants, rework, packaging, delicate handling
   - Direct Order Wizard gets a template picker (searchable Many2one)
     + editable paragraph; picking a template copies text to the
     editable field, user tweaks freely, tweaked text lands on the
     SO line as "<header>\n\n<description>"
   - Auto-suggests template on coating+partner match if nothing
     picked yet

Smoke-tested end-to-end: picked aerospace template, tweaked text,
confirmed wizard → SO S00030 has full description on line, usage
counter bumped from 0 to 1.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-17 18:43:58 -04:00
gsinghpal
a623c6684d fix(fusion_plating): bug review fixes + progress/net-terms invoicing + formal CoC rebuild
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>
2026-04-17 01:18:22 -04:00
gsinghpal
6658544f85 feat(fusion_plating): Tier 2 (quality + audit) and Tier 3 (business) features
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>
2026-04-16 23:55:22 -04:00
gsinghpal
d3dd6376a6 feat(fusion_plating): quote-to-cash infra, notifications, wizards, Tier 1 plating features
Quote-to-cash PDF reports (portrait + landscape variants, 16 new actions):
- Quotation / Sales Order, Work Order Traveller, Packing Slip, Bill of Lading,
  Certificate of Conformance (portrait added), Invoice, Payment Receipt
- Shared fp_portrait_styles + fp_landscape_styles base templates

Workflow gap fixes (fusion_plating_bridge_mrp):
- Auto-assign recipe from SO coating config in MrpProduction.action_confirm
- Auto-create draft CoC (fp.certificate) on MrpProduction.button_mark_done

Notifications overhaul (fusion_plating_notifications v2.0):
- Expanded TRIGGER_EVENTS to 7 (added quote_sent, mo_complete, shipped, payment_received)
- Shared _dispatch method replaces three duplicated send helpers
- Auto-attach PDF reports per template config (quote, SO, CoC, invoice, receipt, BoL)
- Rebuilt 7 email templates with fusion_claims accent-bar design
  (info/success color-coded, theme-safe, 600px max-width)
- New hooks: MrpProduction done, FpDelivery mark_delivered, AccountPayment post,
  SaleOrder action_quotation_send

Wizards (fusion_plating_configurator):
- fp.direct.order.wizard — skip quotation for repeat customers with PO in hand;
  optional new-revision drawing upload bumps fp.part.catalog revision and links
  new rev to the SO; creates + confirms the SO in one step
- fp.part.catalog.import.wizard — 3-step CSV import with dry-run preview,
  tolerant parsing (customer by name/email/xmlid, human-readable selections),
  duplicate detection, create-missing-customers option, single transaction commit
- Partner form stat buttons: Direct Order, Import Parts
- CSV template download button

Tier 1 practical plating features:
- T1.1 Hydrogen bake window enforcement (fp.coating.config.requires_bake_relief,
  auto-create fusion.plating.bake.window on plating WO finish, FpDelivery lockout
  when window is open)
- T1.2 Bath replenishment rules + pending suggestion queue
  (fusion.plating.bath.replenishment.rule + .suggestion, hook on bath log line
  create, operator Apply / Dismiss actions)
- T1.3 Rack/fixture library (fusion.plating.rack with MTO counter, strip
  schedule, lifecycle: active → needs_strip → stripping → retired)
- T1.4 Rework / strip-and-replate MOs (x_fc_is_rework, x_fc_original_production_id,
  Create Rework stat button on completed MOs)
- T1.5 Parts location (x_fc_current_location computed on mrp.production —
  "In progress: Alkaline Clean" / "Queued: Bake Oven" / "Ready to Ship")

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-16 23:41:12 -04:00
gsinghpal
7c7ef06057 folder rename 2026-04-16 20:53:53 -04:00