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>
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>
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>
Sub 3 (Default Process + Composer per Part) complete:
- Phase A: schema additions (part_catalog_id, cloned_from_id,
treatment_uom on process_node; default_process_id on part_catalog),
opt_in_out label rename, General Processing seed flipped to
noupdate=1
- Phase B: part-scoped Process Composer client action
(fp_part_process_composer) with 3 RPC endpoints + OWL wrapper +
Process tab on part form with Compose button
- Phase C: tree node MO-state palette (green=completed, blue=active,
red=error-only)
All 8 Sub 3 smoke checks green. Phase 1-3 QC smoke + E2E still green.
Sub 2 features untouched.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
When Sub 2 Task 26 flipped x_fc_internal_description to required=True,
any programmatic sale.order.line creation that doesn't set the field
fails at the Postgres NOT NULL constraint. Callers include:
- sale_mrp stock-move line creation (doesn't set name either)
- demo seeders
- external integrations
- test scripts
The UI-side onchange populates the field when the user picks a
description template; this hook mirrors that for programmatic callers.
Fallback chain: explicit vals['x_fc_internal_description'] → vals['name']
→ product_id.display_name → '—'. Matches the migration's backfill rule.
Also adds Sub 2 end-to-end smoke test (6 cases, all green):
1. Required-field rejection on part creation
2. Required-field rejection on template creation
3. Template picker populates both SO-line descriptions
4. Cert resolver: part-level override wins over partner
5. display_name renders part_number + revision + name
6. certificate_requirement defaults to 'inherit'
QC Phase 1-3 regression suite remains green after the fix.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Full bite-sized plan matching the approved spec. Each task has file
paths, complete code, syntax-check commands, upgrade commands, expected
outputs, and commit messages.
Phase A (Tasks 1-12): additive schema + migration + cert-resolver.
System runnable throughout.
Phase B (Tasks 13-23): UI + QWeb macro + report rewiring. Users see new
fields. Old fields still exist.
Phase C (Tasks 24-30): flip required=True, drop legacy column, regression,
deploy to entech.
Self-review pass: every spec section mapped to a task; no TBD/TODO/placeholder.
Type signatures (_fp_resolve_cert_requirement, display_name, macro
params) consistent across tasks.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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>
Add company_id to woo.shipment, woo.sync.log, woo.return.line. Add
order_id to woo.conflict for order-type conflicts. Add _odoo_messages
to WP meta table. Fix section numbering. Document lib/ import path.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Complete design spec for bidirectional Odoo 19 <-> WooCommerce sync system
covering product mapping, order lifecycle, inventory sync, customer portal,
and all supporting data models. Addresses all review findings including
variant support, tax/pricelist mapping models, return/RMA workflow,
multi-shipment tracking, and Odoo 19 technical requirements.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
