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>
This commit is contained in:
ang3l12
2026-08-04 13:49:08 -06:00
parent 8d48f774bb
commit c1cd1bc9df
28 changed files with 1830 additions and 61 deletions

View File

@@ -32,6 +32,7 @@ class NotifyEvent(str, Enum):
QC_CLOSED = "qc_closed"
CLOSED = "closed"
REOPENED = "reopened"
CAPA_ASSIGNED = "capa_assigned"
_EVENT_SUBJECT = {
@@ -42,6 +43,7 @@ _EVENT_SUBJECT = {
NotifyEvent.QC_CLOSED: "QC closed — costing needed",
NotifyEvent.CLOSED: "Your NCR has been closed",
NotifyEvent.REOPENED: "NCR reopened by an administrator",
NotifyEvent.CAPA_ASSIGNED: "Corrective action assigned to you",
}
@@ -74,6 +76,8 @@ async def _recipients(db: AsyncSession, ncr: Ncr, event: NotifyEvent) -> list[st
return await _role_emails(db, Role.COSTING)
if event == NotifyEvent.CLOSED:
return [ncr.requester.email]
if event == NotifyEvent.CAPA_ASSIGNED:
return [ncr.corrective_action_owner.email] if ncr.corrective_action_owner else []
if event == NotifyEvent.REOPENED:
owner_role = STAGE_OWNER_ROLE.get(Stage(ncr.stage))
emails = await _role_emails(db, owner_role) if owner_role else []