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>
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>
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>
