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

## 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.

### STATUS (handoff 2026-05-27 — continuing from office)
- **Merged to `main`** as squash commit `6c15a7b1`, pushed to GitHub + Gitea. Feature
  branch `feat/helpdesk-customer-followup` deleted (local + remote). Pull `main` at the
  office to get the latest.
- **Deployed live**: nexa `fusion_helpdesk_central` **19.0.1.1.0**; entech `fusion_helpdesk`
  **19.0.1.4.1**. Both services healthy.
- **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.
- **Bug fixed this session**: `_norm_email` NameError that broke "My Tickets" AND the "New"
  ticket submit path — `_norm_email` added to `fusion_helpdesk/utils.py`, imported in the
  controller, regression test added, deployed to entech.
- **ONLY thing left = browser confirmation.** Hard-refresh entech (DevTools → Empty Cache
  and Hard Reload), open the systray helpdesk dialog: **My Tickets** should load, and the
  **New** tab should file a ticket. Both share the now-fixed `_identity()` path, and the
  systray unread badge calls it too. If anything still errors, the traceback is in
  `/var/log/odoo/odoo-server.log` on entech (LXC 111 / pve-worker5).