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Odoo-Modules/fusion-plating/CLAUDE.md
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Fusion Plating — Claude Code Instructions

Project

Fusion Plating is a multi-module Odoo 19 ERP for electroless nickel plating and metal finishing shops. Built by Nexa Systems for EN Technologies (the client). Replaces Steelhead Software.

Module Structure (30 modules)

fusion_plating/                     — Core: facilities, process types, tanks, baths, chemistry, recipes
fusion_plating_batch/               — Rack/barrel batch tracking (FpBatch, FpBatchChemistry)
fusion_plating_kpi/                 — KPI definitions, daily auto-compute, dashboard views
fusion_plating_configurator/        — Quotation configurator, pricing engine, part catalog, 3D viewer
fusion_plating_receiving/           — Parts receiving, inspection, damage logging
fusion_plating_invoicing/           — Invoice strategies (deposit/progress/net/COD), account holds
fusion_plating_certificates/        — Certificate registry (CoC, thickness reports), Fischerscope data
fusion_plating_notifications/       — Auto-email engine, notification templates, audit log
fusion_plating_shopfloor/           — Tablet UI, plant overview kanban, process tree visualization
fusion_plating_portal/              — Customer portal + self-service configurator wizard
fusion_plating_reports/             — PDF reports (WO margin, discharge sample, CoC, etc.)
fusion_plating_compliance/          — Compliance framework, jurisdictions
fusion_plating_compliance_on/       — Ontario compliance reference data (data-only, no menus)
fusion_plating_compliance_tor/      — Toronto bylaw discharge limits (data-only, no menus)
fusion_plating_aerospace/           — AS9100 / Nadcap
fusion_plating_nuclear/             — CSA N299 / CNSC
fusion_plating_cgp/                 — Controlled Goods Program
fusion_plating_safety/              — SDS, WHMIS, JHSC
fusion_plating_quality/             — QMS (NCR, CAPA, calibration)
fusion_plating_logistics/           — Pickup & delivery, chain of custody
fusion_plating_culture/             — Values / fundamentals
fusion_plating_bridge_mrp/          — MRP integration (recipe→WO, portal job, work order priorities)
fusion_plating_bridge_sign/         — Digital signatures
fusion_plating_bridge_quality/      — Quality bridge
fusion_plating_bridge_documents/    — Odoo Documents integration (NCR, CAPA, FAIR, Doc Control)
fusion_plating_process_en/          — Electroless nickel process pack
fusion_plating_process_chrome/      — Chrome process pack
fusion_plating_process_anodize/     — Anodizing process pack
fusion_plating_process_black_oxide/ — Black oxide process pack
fusion_tasks/                       — Local delivery dispatch (GPS, maps, driver scheduling)

Menu Structure (Plating App)

The Plating app (menu_fp_root, seq 46) has these top-level menus:

Seq Menu Module Children
3 KPIs fusion_plating_kpi KPIs, KPI History, Production/Quality/Finance dashboards
5 Sales fusion_plating_configurator + portal Quotations, Sale Orders, Customers, Part Catalog, Quote Requests, Portal Jobs
8 Configurator fusion_plating_configurator New Quote, Coating Configs, Pricing Rules, Treatments
12 Shop Floor fusion_plating_shopfloor Plant Overview, Tablet Station, Bake Windows, First-Piece Gates
15 Receiving fusion_plating_receiving All Receiving, Pending Inspection, Discrepancies
18 Operations fusion_plating (core) Process Recipes, Production Priorities (bridge_mrp), Batches (batch), Baths, Chemistry Logs, Tanks
25 Certificates fusion_plating_certificates All, CoC, Thickness Reports
30 Quality fusion_plating_quality Holds, NCRs, CAPAs, FAIR, Audits, Doc Control
40 Compliance fusion_plating_compliance Permits, Discharge, Waste, Calendar, Spills, Config
45 Safety fusion_plating_safety SDS, Training, Exposure, JHSC, Incidents, PPE
50 Logistics fusion_plating_logistics + fusion_tasks Pickups, Deliveries, Routes, CoC, POD, Field Tasks, Task Map, Task Calendar
60 Aerospace fusion_plating_aerospace AS9100, Nadcap, Counterfeit, Config Items, Risk
65 Nuclear fusion_plating_nuclear Program, ITP, 10CFR21, Pedigree, CNSC
70 CGP fusion_plating_cgp Registration, AI, PSA, Visitors, Goods, Shipments, Security, Access Log
80 Culture fusion_plating_culture Values, Recognitions
90 Configuration fusion_plating (core) + many Facilities, Work Centres, Process Categories/Types, Bath Params, Stations, Ovens, Invoice Strategy, Account Holds, Training Types, Chemicals, Notification Templates/Log, Calibration, Specs, AVL, Value Sets/Rotations, N299 Levels, Vehicles

Field Service (fusion_tasks) also has its own standalone root app (seq 45) with Map View, Tasks, Calendar, Configuration. The same task actions are also accessible under Plating > Logistics.

Key rule: Sales menu is unified in fusion_plating_configurator. Portal module adds Quote Requests + Portal Jobs as children (referencing fusion_plating_configurator.menu_fp_sales). Do NOT create a separate Sales menu in portal.

Critical Rules — Odoo 19

  1. NEVER code from memory — Read reference files from the server first.
  2. Backend OWL: static template, static props = ["*"], standalone rpc() from @web/core/network/rpc. NOT useService("rpc").
  3. HTTP routes: type="jsonrpc" — NOT type="json" (deprecated in Odoo 19).
  4. Search views: NO group expand="0", NO string attribute on <search>, NO <group string="..."> wrapper for group-by filters. Use bare <group> for group-by.
  5. res.config.settings: Only boolean/integer/float/char/selection/many2one/datetime. NO Date fields.
  6. res.groups: Use privilege_id (NOT category_id). user_ids is OK but the deprecated users alias is NOT. Always include sequence field.
  7. Field params: parent_path does NOT accept unaccent parameter in Odoo 19.
  8. SCSS borders: Use $border-color (SCSS variable) for card borders, NOT color-mix() in border shorthand — the SCSS compiler drops it. color-mix() works fine in background-color, box-shadow, etc.
  9. Theme awareness: All colours must use CSS custom properties (var(--bs-body-bg), var(--bs-body-color), var(--bs-border-color), var(--bs-secondary-color), var(--o-action)). NO hardcoded hex. See fusion_plating_shopfloor.scss as the gold standard.
  10. XML comments: No double-hyphens (--) inside <!-- --> comments — invalid XML, causes lxml parse error.
  11. XML data ordering: Window actions must be defined BEFORE <menuitem> elements that reference them in the same file.
  12. Module install on new modules: Use --update=base alongside -i MODULE to ensure Odoo rescans the addons path and finds the new module directory.
  13. Implied group cascade: implied_ids on res.groups does NOT reliably propagate to users on module install. Always include user_ids to explicitly assign admin, or fix via SQL post-install.

Naming

  • New custom models (post-2026-04): fp.* prefix (e.g. fp.part.catalog, fp.certificate)
  • Existing custom models: Keep fusion.plating.* (e.g. fusion.plating.portal.job, fusion.plating.delivery)
  • New fields on standard Odoo models: x_fc_* prefix
  • Legacy fields: x_studio_*
  • Canadian English for all user-facing text
  • SCSS class prefix: o_fp_* (shopfloor: o_fp_po_*, o_fp_pt_*; recipes: o_fp_recipe_*)
  • Monetary fields: always pair with currency_id field on the same model

Process Recipe System (NEW — v19.0.2.x)

Model: fusion.plating.process.node (in fusion_plating core)

  • Hierarchical tree with _parent_store = True
  • Node types: recipe, sub_process, operation, step
  • Companion model: fusion.plating.process.node.input (operator inputs)
  • icon is a Selection field (24 curated plating icons), NOT a Char
  • Auto-icon: JS guessIcon(name) maps keywords → icons when adding nodes
  • OWL tree editor: registered as fp_recipe_tree_editor client action
  • Controller: fusion_plating/controllers/recipe_controller.py (7 endpoints)
  • SCSS: fusion_plating/static/src/scss/recipe_tree_editor.scss

Recipe Endpoints

POST /fp/recipe/tree              — full nested tree for OWL editor
POST /fp/recipe/node/create       — add child node
POST /fp/recipe/node/write        — update fields
POST /fp/recipe/node/unlink       — delete + cascade
POST /fp/recipe/node/reorder      — bulk sequence update
POST /fp/recipe/node/move         — change parent_id
POST /fp/recipe/duplicate         — deep-copy recipe

Steelhead Features Status

Feature Status
Hierarchical process tree Done
Node types (recipe/sub/op/step) Done
Auto-complete flag Done
Customer visible flag Done
Manual/automated flag Done
Requires sign-off Done
Opt In/Out (disabled/opt-in/opt-out) Done
Icon picker Done
Time tracking (created/updated with seconds) Done
Operator inputs Done
Description (rich text) Done
File attachments (via mail.thread) Done
OWL tree editor with drag-drop Done
Tags Not yet
Dashboard Transitions Not yet
Treatment Groups / Choices Not yet
Go To Node Options Not yet
Spec Fields Not yet

Client Recipes Created

  • ENP-ALUM-BASIC — Electroless Nickel Plating Aluminium Basic (9 operations, 15 steps). Data file: fusion_plating/data/fp_recipe_enp_alum_basic.xml

Plant Overview Dashboard

  • OWL client action: fp_plant_overview in fusion_plating_shopfloor
  • Kanban columns = work centres, cards = active mrp.workorder records
  • Drag & drop between columns (writes workcenter_id on the work order)
  • Endpoint: POST /fp/shopfloor/plant_overview
  • Move endpoint: POST /fp/shopfloor/plant_overview/move_card
  • Auto-refreshes every 30s

Deployment

odoo-entech (LXC 111 on pve-worker5)

  • Type: Native Odoo (apt package, NOT Docker)
  • IP: 10.200.1.26
  • DB: admin (PostgreSQL local, user odoo)
  • Config: /etc/odoo/odoo.conf
  • Addons: /mnt/extra-addons/custom/ (fusion_plating modules live here)
  • Service: systemctl {start|stop|restart} odoo
  • Update command: 
    ssh pve-worker5 "pct exec 111 -- bash -c 'systemctl stop odoo && su - odoo -s /bin/bash -c \"/usr/bin/odoo -c /etc/odoo/odoo.conf -d admin -u MODULE_NAME --stop-after-init\" && systemctl start odoo'"
  • Copy files: cat LOCAL_FILE | ssh pve-worker5 "pct exec 111 -- bash -c 'cat > /mnt/extra-addons/custom/REMOTE_PATH'"
  • IMPORTANT: Must pass -c /etc/odoo/odoo.conf or Odoo won't find the repackaged enterprise addons

odoo-trial (VM 316 on pve-worker1)

  • Type: Docker (container odoo-trial-app, db odoo-trial-db)
  • DB: trial (user odoo)
  • Host addons path: /opt/odoo/custom-addons/ → mounts as /mnt/extra-addons/ in Docker
  • Docker network: odoo_odoo-network
  • Copy files (base64 pipe through qm guest exec): 
    B64=$(base64 -w0 "LOCAL_FILE")
ssh pve-worker1 "qm guest exec 316 -- bash -c 'echo $B64 | base64 -d > /opt/odoo/custom-addons/REMOTE_PATH'"
  • Clear asset cache (required after SCSS/JS changes): 
    ssh pve-worker1 "qm guest exec 316 -- bash -c \"docker exec odoo-trial-db psql -U odoo -d trial -c \\\"DELETE FROM ir_attachment WHERE url LIKE '%/web/assets/%';\\\"\""
  • Update command: 
    ssh pve-worker1 "qm guest exec 316 -- bash -c 'docker stop odoo-trial-app && docker run --rm --network odoo_odoo-network -v odoo_odoo-data:/var/lib/odoo -v /opt/odoo/custom-addons:/mnt/extra-addons -v /opt/odoo/enterprise-addons:/mnt/enterprise-addons -v /opt/odoo/odoo.conf:/etc/odoo/odoo.conf odoo:19 odoo -d trial -u MODULE_NAME --stop-after-init && docker start odoo-trial-app'"

Git Push

cd K:/Github/Odoo-Modules/fusion-plating && git push origin main

Pushes to both GitHub and Gitea (nexasystems.ca) via multiple remotes.

Supabase Knowledge Base

Project: nexasystems (id: ikvdlqkbqsitabxidvnq)

  • fusionapps.decisions — past architecture decisions
  • fusionapps.issues — known issues and fixes
  • fusionapps.code_snippets — reference code
  • fusionapps.quick_commands — deployment and admin commands
  • fusionapps.vm_registry — VM inventory
  • fusionapps.proxmox_nodes — cluster node specs

End-to-End Business Workflow

Full Lifecycle (What Exists Today)

┌─ QUOTATION ──────────────────────────────────────────────────────┐
│ 1. Customer submits RFQ on portal                     [DONE]     │
│    → FpQuoteRequest (state: new → under_review → quoted)         │
│    → Model: fusion_plating_portal/models/fp_quote_request.py     │
│                                                                   │
│ 2. Customer accepts → "Create Sale Order" button       [DONE]    │
│    → action_create_sale_order() creates SO with lines            │
│    → Links SO origin back to RFQ ref                             │
│                                                                   │
│ 3. SO confirmed → MRP creates Manufacturing Order      [DONE]    │
│    → Standard Odoo sale_mrp flow                                 │
└──────────────────────────────────────────────────────────────────┘

┌─ MANUFACTURING ──────────────────────────────────────────────────┐
│ 4. MO confirmed → Portal Job auto-created              [DONE]    │
│    → MrpProduction.action_confirm() override                     │
│    → Creates FpPortalJob (state: in_progress)                    │
│    → Links via x_fc_portal_job_id                                │
│                                                                   │
│ 5. Planner assigns recipe + configures steps           [DONE]    │
│    → x_fc_recipe_id set on MO                                    │
│    → Opens fp.recipe.config.wizard for opt-in/out                │
│    → Creates fusion.plating.job.node.override records            │
│                                                                   │
│ 6. Work orders generated from recipe                 [DONE]      │
│    → _generate_workorders_from_recipe() in bridge_mrp            │
│    → One WO per operation node, steps become WO instructions     │
│    → Respects opt-in/out overrides from job.node.override        │
│                                                                   │
│ 7. Operators execute WOs on shopfloor                  [DONE]    │
│    → Plant Overview kanban (drag between work centres)           │
│    → Batch chemistry tracking (FpBatch + FpBatchChemistry)       │
│    → Quality holds (FpQualityHold → FpNcr → FpCapa)             │
│                                                                   │
│ 8. MO marked done → Portal job ready_to_ship           [DONE]    │
│    → MrpProduction.button_mark_done() override                   │
│    → Auto-creates FpDelivery (draft)                             │
└──────────────────────────────────────────────────────────────────┘

┌─ SHIPPING & INVOICING ───────────────────────────────────────────┐
│ 9. CoC report generated                                [DONE]    │
│    → report_coc.xml (PDF with job info, certification, sig)      │
│    → Attached to delivery + portal job                           │
│                                                                   │
│ 10. Delivery scheduled & executed                      [DONE]    │
│     → FpDelivery: draft → scheduled → en_route → delivered       │
│     → Chain of custody auto-logged (FpChainOfCustody)            │
│     → Proof of delivery captured (FpProofOfDelivery)             │
│     → Routes with stops (FpRoute + FpRouteStop)                  │
│                                                                   │
│ 11. Delivery marked → Portal job shipped               [DONE]    │
│     → FpDelivery.action_mark_delivered() override                │
│     → Sets actual_ship_date + tracking_ref on portal job         │
│                                                                   │
│ 12. Account hold check before invoicing              [DONE]      │
│     → x_fc_account_hold on res.partner (fusion_plating_invoicing)│
│     → Blocks SO confirm, invoice post, shipping for non-managers │
│                                                                   │
│ 13. Invoice posted → Portal job complete               [DONE]    │
│     → AccountMove.action_post() override                         │
│     → Sets invoice_ref on portal job, state → complete           │
│                                                                   │
│ 14. Auto-email with CoC + Invoice + Tracking         [DONE]      │
│     → fusion_plating_notifications module                        │
│     → fp.notification.template (configurable per trigger event)  │
│     → fp.notification.log (audit trail)                          │
└──────────────────────────────────────────────────────────────────┘

┌─ CUSTOMER PORTAL ────────────────────────────────────────────────┐
│ 15. Customer sees on portal                            [DONE]    │
│     → Job progress bar (received → complete)                     │
│     → CoC download, invoice access, tracking ref                 │
│     → Quote request history                                      │
└──────────────────────────────────────────────────────────────────┘

Per-Job Recipe Overrides (v19.0.2.0.0 bridge_mrp)

  • x_fc_recipe_id on mrp.production → links MO to recipe
  • fusion.plating.job.node.override → per-job opt-in/out decisions
  • fp.recipe.config.wizard → checklist wizard for planner
  • "Overrides" stat button on MO form
  • Located in fusion_plating_bridge_mrp

All Gaps Resolved (2026-04-12/13)

Gap Resolution Module
Recipe → Work Orders _generate_workorders_from_recipe() — one WO per operation, steps become instructions fusion_plating_bridge_mrp v2.1.0
Account Hold Check x_fc_account_hold on res.partner, blocks SO/invoice/shipping for non-managers fusion_plating_invoicing
Auto-Email Package fp.notification.template + fp.notification.log with hooks on SO confirm, receiving, invoice fusion_plating_notifications
Quotation Configurator Part catalog, coating configs, pricing engine, 3D STL viewer, portal wizard fusion_plating_configurator
Parts Receiving Receiving records, inspection, damage logging, SO auto-create, MRP soft gate fusion_plating_receiving
Certificate Registry Unified fp.certificate with thickness readings, CoC/thickness/Nadcap types fusion_plating_certificates
Local Delivery Forked fusion_tasks with GPS/maps, stripped of claims/sync, delivery-specific fields fusion_tasks

Architectural Decisions Made

  1. Recipe → WO: One WO per operation node, child step nodes become numbered instructions in WO description
  2. Account hold: Manual flag on res.partner (auto from aging is roadmap)
  3. Email triggers: SO confirmed, parts received, invoice posted (configurable per trigger)
  4. Configurator: Custom build with formula-based pricing, estimator override, portal self-service wizard
  5. Model naming: New models use fp.* prefix, existing keep fusion.plating.*
  6. Security groups: Role-based (Estimator, Receiving, Accounting, Shop Manager) layered on existing privilege hierarchy (Operator→Supervisor→Manager→Admin)

Key Models Quick Reference

Model Module Purpose
fusion.plating.process.node fusion_plating Recipe tree (template)
fusion.plating.process.node.input fusion_plating Operator input definitions
fusion.plating.job.node.override fusion_plating_bridge_mrp Per-job opt-in/out
fp.part.catalog fusion_plating_configurator Customer part library (geometry, material)
fp.coating.config fusion_plating_configurator Coating configuration templates
fp.treatment fusion_plating_configurator Pre/post treatment steps
fp.pricing.rule fusion_plating_configurator Formula-based pricing engine
fp.pricing.complexity.surcharge fusion_plating_configurator Complexity surcharge lines
fp.quote.configurator fusion_plating_configurator Configurator session + price calc
fp.receiving fusion_plating_receiving Parts receiving record
fp.receiving.line fusion_plating_receiving Per-part receiving detail
fp.receiving.damage fusion_plating_receiving Damage log entry
fp.invoice.strategy.default fusion_plating_invoicing Customer-level invoice strategy
fp.certificate fusion_plating_certificates Certificate registry (CoC, thickness, etc.)
fp.thickness.reading fusion_plating_certificates Fischerscope measurement data
fp.notification.template fusion_plating_notifications Configurable email notification
fp.notification.log fusion_plating_notifications Email audit trail
fusion.plating.quote.request fusion_plating_portal Customer RFQ
fusion.plating.portal.job fusion_plating_portal Portal-facing job tracker
fusion.plating.customer.spec fusion_plating_quality Spec library
fusion.plating.quality.hold fusion_plating_quality Parts on hold
fusion.plating.ncr fusion_plating_quality Non-conformance reports
fusion.plating.capa fusion_plating_quality Corrective actions
fusion.plating.batch fusion_plating_batch Rack/barrel batch tracking
fusion.plating.kpi fusion_plating_kpi KPI definition (OTD, yield, throughput, etc.)
fusion.plating.kpi.value fusion_plating_kpi KPI daily value (auto-computed or manual)
fusion.plating.delivery fusion_plating_logistics Delivery with chain of custody
fusion.plating.pickup.request fusion_plating_logistics Customer pickup requests
fusion.plating.route fusion_plating_logistics Driver routes with stops
fusion.technician.task fusion_tasks Local delivery task (GPS, maps)
fusion.technician.location fusion_tasks Driver GPS tracking

Repackaged Enterprise Modules

See K:\Github\RePackaged-Odoo\CLAUDE.md for full details. Key points:

  • Odoo 19 enterprise modules repackaged for community edition
  • All OEEL-1 licenses changed to LGPL-3
  • Phone-home/telemetry gutted
  • web_enterprise and mail_enterprise are installed on odoo-entech
  • Addons path includes: _dependencies, accounting, inventory_manufacturing, hr, sales, ai, fusion_backend, custom, website
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