Odoo-Modules/CLAUDE.md

# Odoo Modules — Claude Code Instructions

## Project
27 custom Odoo 19 modules for Fusion Central (Westin Healthcare + NEXA Systems).

## Critical Rules — Odoo 19
1. **NEVER code from memory** — Always read a reference file from Docker first:
   ```bash
   docker exec odoo-dev-app cat /usr/lib/python3/dist-packages/odoo/addons/<module>/static/src/<path>
   ```
2. **Frontend JS**: Use `Interaction` class from `@web/public/interaction`, registered via `registry.category("public.interactions")`. NOT IIFE/DOMContentLoaded.
3. **Backend OWL**: Use standalone `rpc()` from `@web/core/network/rpc`. NOT `useService("rpc")`. `static props = []` not `{}`.
4. **HTTP routes**: `type="jsonrpc"` — NOT `type="json"` (deprecated).
5. **res.config.settings**: Only boolean/integer/float/char/selection/many2one/datetime. NO Date fields.
   **`config_parameter=` Boolean fields don't round-trip `False` as a string.** Odoo's `set_values()` calls `IrConfigParameter.set_param(key, value)`, and `set_param` deletes the row when `value` is falsy (False / None / empty). So writing `False` to a Boolean config field means the param no longer exists in `ir_config_parameter`; a subsequent `get_param(key)` returns the *default* (Python `False`), not `'False'`. Test like `self.assertFalse(ICP.get_param('...'))` — never `assertEqual(..., 'False')`. (Integer/Float/Char go through `repr(value)` / strip, so they DO persist as strings — `'90'`, `'0'`, etc.) Source: `odoo/addons/base/models/res_config.py::set_values` and `ir_config_parameter.py::set_param`.
6. **res.groups**: NO `users` field, NO `category_id` field.
   **res.users**: field was renamed `groups_id` → `group_ids` (also `all_group_ids` for implied). The plural form is gone; using `groups_id` raises `ValueError: Invalid field 'groups_id' in 'res.users'`.
   **`ir.ui.view`**: same rename — view-level visibility gating uses `group_ids`, not `groups_id`. A record like `<field name="groups_id" eval="[(4, ref('base.group_system'))]"/>` on an `ir.ui.view` raises `ValueError: Invalid field 'groups_id' in 'ir.ui.view'` at module install. (The XML *attribute* `groups="base.group_system"` on form elements like `<page>`, `<button>`, `<field>` is unrelated and still works.)
   **`ir.rule` `groups` field is additive, not restrictive.** A rule with `groups=[some_group]` applies ONLY to users in that group — it does NOT restrict non-members. So `domain_force=[(1,'=',1)]` + `groups=[base.group_system]` does NOT mean "only admins see rows"; it means "admins see all rows (and the rule is silent on everyone else)". Non-admins are gated by the ACL (`ir.model.access.csv`), not the rule. To truly restrict by group at the rule layer, pair a global rule (`groups=[]`, `domain_force=[(0,'=',1)]` = block-all baseline) with a group-scoped allow rule. Default to letting the ACL do the gating; use rules for row-level filters that ACLs cannot express.
7. **Search views**: NO `group expand="0"` syntax.
8. **SCSS imports**: `@import "./partial"` is FORBIDDEN in Odoo 19 custom SCSS. It prints a warning and silently falls back to the old cached bundle. Register every SCSS file (including `_partial.scss` tokens) as a separate entry in `web.assets_backend`. Put tokens first; Odoo concatenates bundle files so SCSS variables/mixins from the first file are visible to every later file.
9. **SQL constraints & indexes**: Odoo 19 dropped `_sql_constraints = [(name, def, msg), ...]` and the `init()`/raw-SQL pattern. Both still parse but only emit a warning and are silently ignored. Use declarative class attributes instead:
   ```python
   _check_qty_positive = models.Constraint('CHECK (qty > 0)', 'Quantity must be positive.')
   _user_time_idx = models.Index('(user_id, event_time DESC)')
   ```
   The attribute name after the leading underscore becomes the SQL object name suffix (`{table}_{suffix}`). `models.Index` accepts `DESC`, `WHERE` predicates, and `USING btree (...)`. Sources: `odoo/orm/model_classes.py` (warns at registry build), `odoo/orm/table_objects.py` (Constraint + Index classes).
10. **`res.users._login` is an instance method in Odoo 19**, not a classmethod as in earlier versions. Signature is `def _login(self, credential, user_agent_env)` — there is no `db` parameter. Override it like any normal instance method (`super()._login(credential, user_agent_env)`). When called via `authenticate()` on an empty recordset, `self` carries the right env. Older recipes that build a separate `api.Environment` from `odoo.modules.registry.Registry(db)` no longer apply. Source: `odoo/addons/base/models/res_users.py:760`.
11. **Inherited `ir.ui.view` records cannot have `groups`/`group_ids` on the record itself.** Odoo 19 raises `ParseError: Inherited view cannot have 'groups' defined on the record. Use 'groups' attributes inside the view definition` at install time. Move the gate to the inner XML nodes — every `<button>`, `<page>`, `<field>`, `<xpath>`, `<group>` etc. supports a `groups="base.group_system"` attribute. For an inherited form with a smart button + admin tab, put `groups=` on the button and the page individually; leave the `<record model="ir.ui.view">` clean.
12. **`mail.template` QWeb/inline_template `ctx` IS `self.env.context`** — not a nested dict you can pass. `MailRenderMixin._render_eval_context()` sets `ctx = self.env.context`, so `ctx.get('foo')` in subject/body resolves to `env.context.get('foo')`. To pass dynamic data to a template, spread keys directly into the context: `tmpl.with_context(**my_data).send_mail(res_id, ...)`. Calling `tmpl.with_context(ctx=my_data)` puts the dict at `env.context['ctx']`, and the template's `ctx.get('foo')` becomes `env.context.get('foo')` → `None` (looks like a silent rendering bug — subject ends up blank).
13. **`ir.cron` dropped `numbercall`** in Odoo 19. Old recipes set `<field name="numbercall">-1</field>` for "run forever"; that now raises `ValueError: Invalid field 'numbercall' in 'ir.cron'` at install time. Just omit the field — recurring crons keep running as long as `active=True`. Source: `odoo/addons/base/models/ir_cron.py` field list.
14. **`cr.commit()` / `cr.rollback()` raise AssertionError inside `TransactionCase`** — they are NOT silent no-ops in Odoo 19. The test cursor explicitly refuses both ("Cannot commit or rollback a cursor from inside a test, this will lead to a broken cursor when trying to rollback the test. Please rollback to a specific savepoint instead..."). For cron/worker code that needs per-row isolation so one bad row doesn't roll back the whole batch, use `with self.env.cr.savepoint(): ...` inside the loop instead of `cr.commit()`. Savepoints work in both prod (under the outer cron transaction) and tests (under the outer test transaction). The cron transaction commits the whole batch when the method returns; in tests everything rolls back cleanly. Source: `odoo/sql_db.py::TestCursor.commit` and `Cursor.savepoint()`.

15. **There is NO `sale.subscription` model in Odoo 19** (Enterprise `sale_subscription`). A subscription is a **`sale.order`** with `is_subscription=True`, `plan_id` → **`sale.subscription.plan`** (the recurrence), plus `subscription_state` / `next_invoice_date` / `recurring_monthly`. Any Many2one or relation that targets "a subscription" must point at `sale.order` (filter `domain=[('is_subscription','=',True)]`) — **not** `sale.subscription`, which does not exist and fails at install. The surviving `sale.subscription.*` records are only the plan + wizards/reports (`sale.subscription.plan`, `sale.subscription.report`, `sale.subscription.change.customer.wizard`, `sale.subscription.close.reason.wizard`). Verified on live `nexamain` (odoo-nexa, 19.0): `SELECT model FROM ir_model WHERE model LIKE 'sale.subscription%'`.

## Card Styling — Copy Odoo's Kanban Pattern
Don't rely on `var(--bs-border-color)` or `var(--bs-body-bg)` for card surfaces — they drift between themes/addons and often render **invisible**. Odoo's own kanban (`.o_kanban_record`) uses **explicit hex** values:
```css
background-color: white;
border: 1px solid #d8dadd;
```
For custom OWL dashboards / client actions use the same approach:
- Define a `_tokens.scss` partial with explicit hex values wrapped in a CSS custom property:
  ```scss
  $fp-card:   var(--fp-card-bg, #ffffff);
  $fp-border: var(--fp-border-color, #d8dadd);
  ```
- Reference those tokens everywhere (never `var(--bs-border-color)` directly)
- Three-layer contrast: **page** (grayest) → **container/column** (mid) → **card** (brightest). That's what makes cards pop.
- Reference implementation: `fusion_plating_shopfloor/static/src/scss/_fp_shopfloor_tokens.scss`.

## Dark Mode — Branch on `$o-webclient-color-scheme` at SCSS Compile Time
Odoo 19 does NOT flip dark mode via a runtime DOM class. It compiles TWO asset bundles:
- `web.assets_backend` — compiled with `$o-webclient-color-scheme: bright`
- `web.assets_web_dark` — compiled with `$o-webclient-color-scheme: dark` (dark variant primary variables loaded first)

Your SCSS file is compiled into BOTH bundles. To make the dark bundle have different colors, **branch at compile time** using the SCSS variable Odoo sets:

```scss
$o-webclient-color-scheme: bright !default;

$_my-page-hex: #f3f4f6;
$_my-card-hex: #ffffff;

@if $o-webclient-color-scheme == dark {
    $_my-page-hex: #1a1d21 !global;
    $_my-card-hex: #22262d !global;
}

$my-page: var(--my-page-bg, $_my-page-hex);
$my-card: var(--my-card-bg, $_my-card-hex);
```

**Do NOT use** `.o_dark_mode` class selectors, `[data-bs-theme="dark"]`, or `@media (prefers-color-scheme: dark)` — none of those fire reliably in Odoo 19. The user toggles dark mode via the user profile, which sets a `color_scheme` cookie and reloads the page; Odoo then serves the dark bundle. Your SCSS `@if` handles the rest at compile time.

Verify by inspecting the attachments — you should see two files with different URLs for the two bundles:
```python
env['ir.qweb']._get_asset_bundle('web.assets_backend').css()     # light
env['ir.qweb']._get_asset_bundle('web.assets_web_dark').css()    # dark
```

## Asset Bundle Cache Busting
Odoo content-hashes the compiled bundle URL (`/web/assets/<hash>/...`). When CSS changes but the hash doesn't update, the browser serves the old bundle. Fixes in order of escalation:
1. Bump the module `version` in `__manifest__.py`
2. `DELETE FROM ir_attachment WHERE url LIKE '/web/assets/%';` then restart odoo
3. Call `env['ir.qweb']._get_asset_bundle('web.assets_backend').css()` in odoo-shell to force regeneration
4. Hard-refresh browser with cache clear (DevTools → right-click refresh → *Empty Cache and Hard Reload*); on mobile clear website data

## Naming
- New fields: `x_fc_*` prefix
- Legacy fields: `x_studio_*`
- Canadian English for all user-facing text
- Currency: `$` sign with Monetary fields + currency_id

## Cursor-Managed Modules
- **fusion_clock** is currently being modified in Cursor — always read files fresh before editing, don't assume you know the current state
- **fusion_repairs** — read [`fusion_repairs/cloud.md`](fusion_repairs/cloud.md) before feature work. **Version `19.0.2.2.4`.** Bundles 1–11 shipped in repo (intake, portals, dashboard, pricing, flowcharts, parts/PO). **Not production-deployed** to Westin as of 2026-05-27. Local: `docker exec odoo-modsdev-app odoo -d fusion-dev -u fusion_repairs --stop-after-init`. Outstanding: RingCentral SMS, C2 history sidebar UI, office follow-up crons (config keys only), `tests/`, more flowchart content, sales-rep dashboard tile in `fusion_authorizer_portal`.

## Workflow
- Local dev: `docker exec odoo-modsdev-app odoo -d fusion-dev -u <module> --stop-after-init`
- Local URL: http://localhost:8082
- **Running module tests requires ephemeral ports.** The dev container's main Odoo process holds 8069 and 8072; a `docker exec ... odoo --test-enable` will die with `Address already in use` unless you also pass `--http-port=0 --gevent-port=0`. This is because Odoo 19 forces `http_spawn()` when `--test-enable` is set, even when `--no-http` is passed. Canonical test invocation:
  ```bash
  docker exec odoo-modsdev-app odoo -d fusion-dev --test-enable --test-tags /<module> \
      -u <module> --stop-after-init --http-port=0 --gevent-port=0 2>&1 | tail -60
  ```
- **`fusion_centralize_billing` tests run on odoo-trial (VM 316).** Local dev is Community and cannot install this module. Use `bash scripts/fcb_test_on_trial.sh` from the repo root. The script uses `--http-port 8070` to avoid the port 8069 conflict with the live odoo-trial-app container. Pass = `FCB_EXIT=0`. Takes ~1-2 min.
- **Python deps not bundled with `odoo:19` image:** `user_agents` (used by `fusion_login_audit`), and likely others. Install ephemerally with `docker exec -u 0 odoo-modsdev-app pip install <pkg> --break-system-packages`. The install is LOST when the container is recreated (e.g. `docker compose up -d` after a compose edit). When this happens, the symptom is `ModuleNotFoundError` deep in the auth or report code. Re-run the pip install. A persistent fix would be a custom Dockerfile or a startup hook on the compose service — not done yet.
- Test before deploying. Edit existing files — don't create unnecessary new ones.

## PDF Preview — Prefer fusion_pdf_preview Over Downloads/New-Tab
When a Python action opens an attachment, route it through `fusion_pdf_preview` instead of returning `ir.actions.act_url` with `download=true` or `target=new`. The preview dialog gives operators preview + print + download in one place and writes an audit log; non-PDF attachments fall back to the legacy download path automatically.

The drop-in replacement is the new helper on `ir.attachment`:
```python
return att.action_fusion_preview(title='My Doc')
# vs. the old pattern:
# return {'type': 'ir.actions.act_url',
#         'url':  '/web/content/%s?download=true' % att.id,
#         'target': 'new'}
```

The helper auto-detects mimetype: PDFs go to the dialog, everything else (ZPL, CSV, XML, images) stays on download. So a callsite that today serves CSV today and a PDF tomorrow doesn't need a code change — same call, different routing.

If you need to invoke the client action directly (rare — only when you don't have a recordset handy), the tag is `fusion_pdf_preview.open_attachment` and the params are `{attachment_id, title, model_name, record_ids, report_name}`. See `fusion_pdf_preview/static/src/js/open_attachment_action.js`.

Existing reports (`ir.actions.report` of type `qweb-pdf`) are intercepted automatically by `fusion_pdf_preview/static/src/js/pdf_preview.js`; the helper above is for the *other* pattern — attachments opened by custom buttons.

## Supabase Knowledge Base
Before starting unfamiliar work, check Supabase for context:
```bash
PGPASSWORD='a09e12e0995dc29446631fa458f3d4b3' psql -h 100.74.28.73 -p 5433 -U postgres -d postgres
```
- `fusionapps.decisions` — past architecture decisions
- `fusionapps.issues` — known issues and fixes
- `fusionapps.code_snippets` — reference code
- `fusionapps.quick_commands` — deployment and admin commands

## Fusion Helpdesk — Customer Follow-up + Embedded Inbox (deployment + handoff)

Two modules: **`fusion_helpdesk`** (client — runs on each client deployment, e.g. entech)
and **`fusion_helpdesk_central`** (runs on the central Odoo = nexa). The client forwards
tickets to central over **XML-RPC**; central find-or-creates the customer partner +
follower; the client shows a server-side-scoped "My Tickets" inbox + systray unread badge.

### Where each runs / how to deploy
- **Central = nexa** (`erp.nexasystems.ca`, VM 315 on pve-worker1, Docker, DB `nexamain`).
  Source on host: `/opt/odoo/custom-addons/fusion_helpdesk_central`. Upgrade (brief downtime):
  ```bash
  ssh pve-worker1 "qm guest exec 315 --timeout 590 -- bash -c 'docker stop odoo-nexa-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-nexa:19 odoo -d nexamain -u fusion_helpdesk_central --stop-after-init --http-port=0 --gevent-port=0 > /tmp/up.log 2>&1; docker start odoo-nexa-app'"
  ```
  Use `;` (not `&&`) before `docker start` so the app ALWAYS restarts even if the upgrade
  fails. nexa `odoo.conf` has `log_level=warn`, so test/INFO lines are suppressed — verify
  the result via DB query, not the upgrade log.
- **Client = entech** (LXC 111 on pve-worker5, **native systemd `odoo.service`**, DB `admin`,
  config `/etc/odoo/odoo.conf`, source `/mnt/extra-addons/custom/fusion_helpdesk`). No host
  bind mount — get files in with `scp` to pve-worker5 then `pct push 111 <file> <dest>`.
  Upgrade as the `odoo` user (NOT root):
  ```bash
  pct exec 111 -- bash -lc "systemctl stop odoo; runuser -u odoo -- /usr/bin/odoo --config /etc/odoo/odoo.conf -d admin -u fusion_helpdesk --stop-after-init --http-port=0 --gevent-port=0 --logfile=/tmp/up.log; systemctl start odoo"
  ```
  **Backup dir MUST live OUTSIDE the addons path** (e.g. `/root/`). A dir named `*.bak.*`
  *inside* `/mnt/extra-addons/custom` makes Odoo try to load it as a module →
  `FileNotFoundError: Invalid module name: fusion_helpdesk.bak.predeploy` → whole registry
  load fails. (Learned the hard way; auto-rollback restored it.) Current rollback copy:
  `/root/fh_bak_predeploy`.

### REQUIRED prerequisite on the central service account (easy to miss)
The keystone passes `partner_email`, so central find-or-creates the partner. The XML-RPC
service account (**`support@nexasystems.ca`, uid 33** on nexa) MUST have the **Contact
Creation** group (`base.group_partner_manager`). Without it, `helpdesk.ticket.create`
faults with *"not allowed to create 'Contact' (res.partner)"* for any reporter who isn't
already a contact. Granted on nexa 2026-05-27. **Every new client deployment needs this
grant on the central account.**

### Testing lesson
Client logic (scope domain, seen model, vals, `_norm_email`) is unit-tested in
`fusion_helpdesk/tests/` and runs on local Community (`-d modsdev`). **Smoke tests must
call the controller endpoints, not re-implement their logic** — the Phase 6 smoke test
replicated `build_scope_domain` directly and so missed a `NameError` (`_norm_email`
referenced but never imported) that broke every inbox endpoint. Run
`docker exec odoo-modsdev-app python3 -m pyflakes <file>` after editing controllers — it
catches undefined names instantly.

### Two non-obvious gotchas the first ship hit (fixed 2026-05-27 afternoon)
1. **`group_reporter_admin` had zero members on install** — `res.groups` doesn't auto-grant
   to the deployment admin, so the "All (deployment)" toggle never appeared and admins were
   stuck with the per-user `partner_email` filter. Fix lives in
   `fusion_helpdesk/security/fusion_helpdesk_groups.xml`: extend `base.group_system.implied_ids`
   with `(4, ref('fusion_helpdesk.group_reporter_admin'))`. The (4, id) tuple is additive — it
   never replaces base's existing implied groups. Verified live: all six entech
   `base.group_system` members now return True for
   `has_group('fusion_helpdesk.group_reporter_admin')` after the upgrade.
2. **Historical tickets had NULL `x_fc_client_label` + NULL `partner_email`** — anything
   created before the customer-followup ship was invisible in "My Tickets" because the scope
   filter requires both fields. The reporter identity was preserved only in the description
   HTML (the diag block's "User" row). Backfill recipe (50 ENTECH + 1 WESTIN, all in one
   transaction):
   ```sql
   UPDATE helpdesk_ticket
   SET x_fc_client_label = substring(name from '^\[([A-Z]+)\]'),
       partner_email = lower(substring(
         substring(description from 'User</td><td[^>]*><code>([^<]+)</code>')
         from ', ([^)]+)\)')),
       partner_name = regexp_replace(
         substring(description from 'User</td><td[^>]*><code>([^<]+)</code>'),
         ' \(#\d+, [^)]+\)$', '')
   WHERE name ~ '^\[[A-Z]+\]'
     AND description ~ 'User</td>'
     AND x_fc_client_label IS NULL;
   ```
   Safe: SQL UPDATE bypasses the central `helpdesk.ticket.create` override, so no duplicate
   ack emails. Per-deployment label inferred from the `[XXX]` name prefix the old code was
   already adding. Note: users whose `login != email` (e.g. uid=2 on entech has login
   `gsinghpal@outlook.com` and email `gs@nexasystems.ca`) get tagged with their *login* in
   backfill — they won't see their old tickets in "Mine", only in "All". New tickets are
   tagged with the profile email (`user.email` first, `user.login` fallback).

### STATUS (handoff 2026-05-27 afternoon)
- **Merged to `main`** as squash commit `6c15a7b1` (initial ship). Today's followup is the
  group/backfill fix described above — committed separately.
- **Deployed live**: nexa `fusion_helpdesk_central` **19.0.1.1.0**; entech `fusion_helpdesk`
  **19.0.1.5.0** (bumped from 19.0.1.4.1 for the implied_ids fix). Both services healthy.
- **Historical entech tickets backfilled** on nexa (51 rows: 50 ENTECH + 1 WESTIN).
- **Smoke-tested live end-to-end** (entech→nexa): partner resolved + follower + `ENTECH`
  label, branded ack email queued, support reply visible in thread, inbox scope finds own
  ticket, no cross-deployment leak. The "Mine" view for non-admins and the "All" view for
  the entech owner both populate as expected.
- **Browser confirmation**: hard-refresh entech (DevTools → Empty Cache and Hard Reload),
  open the systray helpdesk dialog. The Mine/All toggle appears for the owner; "All" shows
  all 50 ENTECH tickets, "Mine" shows the count matching the owner's profile email.
  Tracebacks live in `/var/log/odoo/odoo-server.log` on entech (LXC 111 / pve-worker5).