Add API Q1 CAPA: root cause, corrective action gate, effectiveness verification
Implements tester feedback against API Q1 §5.9.1.2 / §6.4.2: - Root Cause field + 6M Root Cause Category lookup (Man/Machine/Method/ Material/Measurement/Environment), separate from Deviation Detail/Category - "Corrective Action Required?" Yes/No gate on every NCR with a required justification - Corrective action plan with owner + due date; owner is notified by email - Effectiveness verification (result, notes, server-stamped verifier/date) required before an NCR can close when corrective action is required — costing returns 409 listing the missing pieces - Recurring-issue flag with bidirectional NCR-to-NCR links; prior NCRs show a warning when later NCRs reference them - Dashboard metrics: % root cause completed, % CAPA verified effective, avg CAPA close time, overdue CAPA count, NCRs by root cause category - CAPA section in the NCR detail UI, printable PDF, CSV export, and the vw_ncr_full Power BI view; admin list manager for root cause categories - Migrations 0003 (schema + seeded 6M lookup) and 0004 (view refresh); demo seed data exercises every metric Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
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README.md
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README.md
@@ -160,6 +160,7 @@ to send mail (`backend/app/services/graph.py`).
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| Operations complete | all QC Inspectors | operations user |
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| QC closed | all Costing users | QC inspector |
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| NCR closed | original requester | costing user |
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| Corrective action assigned | the CA owner | user who assigned it |
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| Admin reopen | owners of the target stage + requester | admin |
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Fault tolerance: a Graph failure **never blocks a workflow transition** — the
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@@ -186,9 +187,18 @@ Notes:
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People" users (their personal queue) and Admins; they may update disposition
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fields and release to Operations.
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- **QC Inspection** can be saved repeatedly until *QC Closed* advances it.
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- Saving **Costing** (Labor/Material/Service/Other) closes the NCR. Closed
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NCRs are fully read-only — including attachments — until an Admin reopens
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them (required reason, recorded in the audit trail).
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- The **CAPA section** (API Q1 §5.9.1.2 / §6.4.2) sits outside the stage
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sequence: QC Inspectors, Disposition Authorities, and Admins can edit it at
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any point before closure (`POST /ncrs/{ref}/capa`). It captures the root
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cause (+ 6M root cause category), the *Corrective Action Required?* Yes/No
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gate with justification, the action plan (owner + due date, owner is
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notified), effectiveness verification (server-stamped verifier/date), and
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the recurring-issue flag with links to prior NCRs.
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- Saving **Costing** (Labor/Material/Service/Other) closes the NCR — but only
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once the CAPA gate passes: the CA question must be answered, and when the
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answer is Yes the plan must be complete and verified *effective* (HTTP 409
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otherwise). Closed NCRs are fully read-only — including attachments — until
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an Admin reopens them (required reason, recorded in the audit trail).
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- Every stage change writes a `stage_transitions` row (timestamp + acting
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user) — the basis for the aging and cycle-time reports — and every field
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change writes an immutable `audit_log` row (before/after values). The app
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