Odoo-Modules/fusion-plating/CLAUDE.md

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

fusion_plating/                     — Core: facilities, process types, tanks, baths, chemistry, recipes
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_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, delivery bridge)
fusion_plating_bridge_sign/         — Digital signatures
fusion_plating_bridge_quality/      — Quality bridge
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)

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.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