Files
Odoo-Modules/fusion_plating/fusion_plating_certificates/models/fp_certificate.py
gsinghpal 6658544f85 feat(fusion_plating): Tier 2 (quality + audit) and Tier 3 (business) features
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>
2026-04-16 23:55:22 -04:00

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# -*- coding: utf-8 -*-
# Copyright 2026 Nexa Systems Inc.
# License OPL-1 (Odoo Proprietary License v1.0)
# Part of the Fusion Plating product family.
from odoo import api, fields, models, _
from odoo.exceptions import UserError
class FpCertificate(models.Model):
"""Unified certificate registry.
Logs every quality document issued to customers: CoC, thickness
reports, mill test reports, Nadcap certs, and customer-specific
formats. Auto-created when reports are generated.
"""
_name = 'fp.certificate'
_description = 'Fusion Plating — Certificate'
_inherit = ['mail.thread', 'mail.activity.mixin']
_order = 'issue_date desc, id desc'
name = fields.Char(string='Reference', readonly=True, copy=False, default='New')
certificate_type = fields.Selection(
[
('coc', 'Certificate of Conformance'),
('thickness_report', 'Thickness Report'),
('mill_test', 'Mill Test Report'),
('nadcap_cert', 'Nadcap Certificate'),
('customer_specific', 'Customer-Specific'),
],
string='Type', required=True, default='coc', tracking=True,
)
partner_id = fields.Many2one(
'res.partner', string='Customer', required=True, tracking=True,
domain="[('customer_rank', '>', 0)]",
)
sale_order_id = fields.Many2one('sale.order', string='Sale Order')
production_id = fields.Many2one('mrp.production', string='Manufacturing Order')
portal_job_id = fields.Many2one('fusion.plating.portal.job', string='Portal Job')
part_number = fields.Char(string='Part Number', help='Denormalized for fast search.')
process_description = fields.Char(
string='Process', help='e.g. "ELECTROLESS NICKEL PLATING PER AMS 2404"',
)
spec_reference = fields.Char(string='Spec Reference')
po_number = fields.Char(string='Customer PO #')
entech_wo_number = fields.Char(string='Entech WO #')
quantity_shipped = fields.Integer(string='Qty Shipped')
issued_by_id = fields.Many2one(
'res.users', string='Issued By', default=lambda self: self.env.user,
)
certified_by_id = fields.Many2one(
'res.users', string='Certified By', help='Signing authority (e.g. Quality Manager).',
)
issue_date = fields.Date(string='Issue Date', default=fields.Date.today, tracking=True)
attachment_id = fields.Many2one('ir.attachment', string='Certificate PDF')
thickness_reading_ids = fields.One2many(
'fp.thickness.reading', 'certificate_id', string='Thickness Readings',
)
# ---- Material traceability (T2.3) ----
batch_ids = fields.Many2many(
'fusion.plating.batch', compute='_compute_batch_ids',
string='Batches', help='All batches used for this MO.',
)
batch_count = fields.Integer(
string='Batches', compute='_compute_batch_ids',
)
bath_ids = fields.Many2many(
'fusion.plating.bath', compute='_compute_batch_ids',
string='Baths Used',
)
@api.depends('production_id')
def _compute_batch_ids(self):
Batch = self.env.get('fusion.plating.batch')
for rec in self:
if Batch is not None and rec.production_id:
batches = Batch.search([
('production_id', '=', rec.production_id.id),
])
rec.batch_ids = batches
rec.batch_count = len(batches)
rec.bath_ids = batches.mapped('bath_id')
else:
rec.batch_ids = False
rec.batch_count = 0
rec.bath_ids = False
state = fields.Selection(
[('draft', 'Draft'), ('issued', 'Issued'), ('voided', 'Voided')],
string='Status', default='draft', tracking=True, required=True,
)
void_reason = fields.Text(string='Void Reason')
notes = fields.Html(string='Notes')
# ----- Computed stats from readings -------------------------------------
reading_count = fields.Integer(
string='Readings', compute='_compute_reading_stats', store=True,
)
mean_nip_mils = fields.Float(
string='Mean NiP (mils)', compute='_compute_reading_stats',
store=True, digits=(10, 4),
)
# ---- SPC (T2.1) ----
spec_min_mils = fields.Float(
string='Spec Min (mils)', digits=(10, 4),
help='Lower specification limit pulled from the coating config. '
'Override per certificate if needed.',
)
spec_max_mils = fields.Float(
string='Spec Max (mils)', digits=(10, 4),
help='Upper specification limit pulled from the coating config.',
)
std_dev_mils = fields.Float(
string='Std Dev (mils)', compute='_compute_reading_stats',
store=True, digits=(10, 4),
)
min_reading_mils = fields.Float(
string='Min Reading', compute='_compute_reading_stats',
store=True, digits=(10, 4),
)
max_reading_mils = fields.Float(
string='Max Reading', compute='_compute_reading_stats',
store=True, digits=(10, 4),
)
cpk = fields.Float(
string='Cpk', compute='_compute_reading_stats', store=True, digits=(6, 3),
help='Process capability index. <1.0 = incapable · 1.0-1.33 = marginal · '
'≥1.33 = capable · ≥1.67 = excellent.',
)
cpk_status = fields.Selection(
[('incapable', 'Incapable'),
('marginal', 'Marginal'),
('capable', 'Capable'),
('excellent', 'Excellent'),
('insufficient', 'Insufficient Data')],
string='Cpk Status', compute='_compute_reading_stats', store=True,
)
trend_alert = fields.Selection(
[('ok', 'OK'),
('warning', 'Trend Detected'),
('alert', 'Out of Control')],
string='Trend Alert', compute='_compute_reading_stats', store=True,
help='Western Electric rule 1 (any point beyond 3σ) or rule 4 '
'(8 consecutive points on one side of centre).',
)
trend_explanation = fields.Char(
string='Trend Note', compute='_compute_reading_stats', store=True,
)
@api.depends('thickness_reading_ids', 'thickness_reading_ids.nip_mils',
'spec_min_mils', 'spec_max_mils')
def _compute_reading_stats(self):
for rec in self:
readings = rec.thickness_reading_ids
rec.reading_count = len(readings)
values = [r.nip_mils for r in readings if r.nip_mils]
n = len(values)
if n == 0:
rec.mean_nip_mils = 0.0
rec.std_dev_mils = 0.0
rec.min_reading_mils = 0.0
rec.max_reading_mils = 0.0
rec.cpk = 0.0
rec.cpk_status = 'insufficient'
rec.trend_alert = 'ok'
rec.trend_explanation = ''
continue
mean = sum(values) / n
rec.mean_nip_mils = round(mean, 4)
rec.min_reading_mils = round(min(values), 4)
rec.max_reading_mils = round(max(values), 4)
# Sample standard deviation (Bessel's correction)
if n >= 2:
sq_diff = sum((v - mean) ** 2 for v in values)
sigma = (sq_diff / (n - 1)) ** 0.5
else:
sigma = 0.0
rec.std_dev_mils = round(sigma, 4)
# Cpk — requires spec limits + non-zero sigma
usl = rec.spec_max_mils or 0.0
lsl = rec.spec_min_mils or 0.0
if n < 5 or sigma == 0 or (usl == 0 and lsl == 0):
rec.cpk = 0.0
rec.cpk_status = 'insufficient'
else:
if usl and lsl:
cpu = (usl - mean) / (3.0 * sigma)
cpl = (mean - lsl) / (3.0 * sigma)
cpk = min(cpu, cpl)
elif usl:
cpk = (usl - mean) / (3.0 * sigma)
else:
cpk = (mean - lsl) / (3.0 * sigma)
rec.cpk = round(cpk, 3)
if cpk < 1.0:
rec.cpk_status = 'incapable'
elif cpk < 1.33:
rec.cpk_status = 'marginal'
elif cpk < 1.67:
rec.cpk_status = 'capable'
else:
rec.cpk_status = 'excellent'
# Trend detection (Western Electric rules)
# Rule 1: any point outside 3σ from mean
# Rule 4: 8+ consecutive on one side of mean
alert = 'ok'
explanation = ''
if sigma > 0:
three_sigma = 3.0 * sigma
for v in values:
if abs(v - mean) > three_sigma:
alert = 'alert'
explanation = 'Rule 1: reading beyond 3σ from mean'
break
if alert == 'ok' and n >= 8:
# Check last 8 readings for all-above or all-below
last_eight = values[-8:]
if all(v > mean for v in last_eight):
alert = 'warning'
explanation = 'Rule 4: 8 consecutive readings above mean'
elif all(v < mean for v in last_eight):
alert = 'warning'
explanation = 'Rule 4: 8 consecutive readings below mean'
rec.trend_alert = alert
rec.trend_explanation = explanation
# ----- Sequence + spec-limit auto-fill ---------------------------------
@api.model_create_multi
def create(self, vals_list):
SaleOrder = self.env['sale.order']
for vals in vals_list:
if vals.get('name', 'New') == 'New':
vals['name'] = self.env['ir.sequence'].next_by_code('fp.certificate') or 'New'
# Pull thickness spec limits from coating config if not set
already_set = vals.get('spec_min_mils') or vals.get('spec_max_mils')
if not already_set and vals.get('sale_order_id'):
so = SaleOrder.browse(vals['sale_order_id'])
cfg = getattr(so, 'x_fc_coating_config_id', False)
if cfg and cfg.thickness_uom == 'mils':
vals.setdefault('spec_min_mils', cfg.thickness_min or 0.0)
vals.setdefault('spec_max_mils', cfg.thickness_max or 0.0)
return super().create(vals_list)
# ----- State actions ----------------------------------------------------
def action_issue(self):
for rec in self:
if rec.state != 'draft':
raise UserError(_('Only draft certificates can be issued.'))
rec.state = 'issued'
rec.message_post(body=_('Certificate issued.'))
def action_void(self):
for rec in self:
if rec.state != 'issued':
raise UserError(_('Only issued certificates can be voided.'))
if not rec.void_reason:
raise UserError(_('Please enter a void reason before voiding.'))
rec.state = 'voided'
rec.message_post(body=_('Certificate voided. Reason: %s') % rec.void_reason)
def action_view_traceability(self):
"""Show the batches (and their chemistry logs) that produced
these parts — auditor's dream, customer's RMA friend."""
self.ensure_one()
return {
'type': 'ir.actions.act_window',
'name': _('Traceability — %s') % self.name,
'res_model': 'fusion.plating.batch',
'view_mode': 'list,form',
'domain': [('id', 'in', self.batch_ids.ids)],
'target': 'current',
}
def action_send_to_customer(self):
"""Open email composer with the certificate PDF attached."""
self.ensure_one()
template = self.env.ref('mail.email_compose_message_wizard_form', raise_if_not_found=False)
ctx = {
'default_model': 'fp.certificate',
'default_res_ids': self.ids,
'default_composition_mode': 'comment',
'default_partner_ids': [self.partner_id.id] if self.partner_id else [],
}
if self.attachment_id:
ctx['default_attachment_ids'] = [self.attachment_id.id]
return {
'type': 'ir.actions.act_window',
'res_model': 'mail.compose.message',
'view_mode': 'form',
'target': 'new',
'context': ctx,
}