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

@@ -1,6 +1,7 @@
"""Workflow state machine: happy paths, invalid transitions, closure locking,
admin reopen, and rich-text sanitization."""
from .util import (
answer_capa_no,
create_ncr,
do_initial_disposition,
hdr,
@@ -47,15 +48,22 @@ async def test_full_lifecycle_direct_to_operations(client, team):
assert body["stage"] == "costing"
assert body["qc_closed"] is True
# the API Q1 CAPA gate blocks closure until the CA question is answered
costing_body = {
"labor_cost": "100.00",
"material_cost": "50.25",
"service_cost": "0",
"other_cost": "10",
}
r = await client.post(
f"/api/ncrs/{ncr['id']}/costing",
json={
"labor_cost": "100.00",
"material_cost": "50.25",
"service_cost": "0",
"other_cost": "10",
},
headers=hdr(team["cost"]),
f"/api/ncrs/{ncr['id']}/costing", json=costing_body, headers=hdr(team["cost"])
)
assert r.status_code == 409
assert "Corrective Action Required" in r.json()["detail"]
await answer_capa_no(client, team, ncr["id"])
r = await client.post(
f"/api/ncrs/{ncr['id']}/costing", json=costing_body, headers=hdr(team["cost"])
)
body = r.json()["ncr"]
assert body["stage"] == "closed"