Files
shopdb-flask/migrations/adr/ADR-005-equipment-vs-measuringtools.md
cproudlock d6725c08e0 Phase 0: lock platform contract, naming convention, and style enforcement
Establishes the framework's foundation as a multi-site adoptable platform.

ADRs (migrations/adr/):
- ADR-001 (ACCEPTED): Asset is the platform contract; Machine retires.
  Three relationship types (partof, controls, connectedto) with free-text
  label, position-resolution chain (asset > related > location),
  hierarchical locations, sibling-bay propagation.
- ADR-002 (ACCEPTED): Plugin contract semver via __contract_version__.
- ADR-003 (ACCEPTED): Hybrid plugin distribution (in-tree bundled +
  filesystem-based external).
- ADR-004 (ACCEPTED): Per-site instances, not multi-tenant.
- ADR-005 (ACCEPTED): Equipment plugin (manufacturing) split from
  measuringtools plugin (metrology). Subtype-table pattern for protocol
  data (FOCAS, CLM, MTConnect).
- ADR-006 (ACCEPTED): Plugin collector contract via get_collector_schema
  hook with API-key auth and identity-based upsert.

Naming convention v1 (CONTRIBUTING.md):
- DB tables/columns: lowercase concatenated, no underscores or dashes
- DB-mirrored Python/JS variables match column names exactly; pure code
  follows host-language convention (PEP 8 / camelCase)
- Closed acronym allowlist (universal + shop-floor domain), banned
  shorthand list with suffix exception (printers_bp etc allowed)
- Plain ASCII everywhere: chat, docs, comments, string literals

Style enforcement (scripts/check-naming-and-style.sh):
- Pre-commit-runnable check script: non-ASCII, banned shorthand,
  snake_case DB names, snake_case API params in frontend
- Fixes 14 violations across 11 files (Unicode arrows, snake_case
  params, ctx -> canvasContext, res -> response, req -> request_obj)

Project state (CLAUDE.md, README.md, frontend/CLAUDE.md):
- De-staled CLAUDE.md to reflect actual current state
- README unifies DB story (MySQL canonical, SQLite test-only)
- frontend/CLAUDE.md points at root convention

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-08 14:47:30 -04:00

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6.9 KiB
Markdown

# ADR-005: Equipment plugin scope vs measuringtools plugin
- **Status:** ACCEPTED
- **Date:** 2026-05-08
- **Deciders:** cproudlock
- **Supersedes:** none
## Context
ADR-001 narrowed the migration to physical manufacturing equipment with a `machinenumber`. In practice, the legacy `category='Equipment'` rows contain two distinct asset classes:
1. **Manufacturing machinery** (5-axis mills, lathes, broachers, heat treatment ovens). These produce parts.
2. **Metrology and inspection instruments** (CMMs, Keyence vision systems, wax-and-trace surface profilometers, GenSpec instruments). These measure parts.
Both share `Asset` properties (vendor, model, location, controller). They differ in domain fields (axes vs measurement accuracy, cycle time vs calibration interval, controller protocol vs measurement software).
Mixing them under one plugin pollutes the schema and confuses cross-plugin queries ("show me all measuring tools" requires an enumeration of measuring-instrument equipmenttype values, which scales badly).
## Decision
Two plugins, separate concerns, shared platform contract.
### `equipment` plugin
Tracks manufacturing machinery. Bundled, in-tree.
Schema (per ADR-001 contract):
```
equipment
- assetid FK to assets, PK
- equipmenttypeid FK to equipmenttypes (5-axis mill, lathe, broacher, heat treat, ...)
- vendorid FK to vendors (platform)
- modelid FK to models (platform)
- controllertypeid FK to controllertypes (equipment plugin)
- controllerosid FK to controlleros (equipment plugin)
- (other shared fields: spindle count, axes, max workpiece size, ...)
equipmenttypes (lookup, equipment plugin)
- equipmenttypeid, name (5-axis mill, lathe, broacher, heat treat, ...)
controllertypes (lookup, equipment plugin)
- controllertypeid, name (Fanuc 31i, Siemens 840D, Mitsubishi M70, Heidenhain TNC640, ...)
- vendorid (FK to vendors)
controlleros (lookup, equipment plugin - separate from PC OS)
- controllerosid, name (FAPT, VxWorks, embedded Windows, Linux RT, ...)
equipmentfocas (subtype, optional, present only when FOCAS-equipped)
- assetid PK, FK to equipment
- focasipaddress text
- focasport integer
- focasversion text
- focasmachinenumber text
equipmentclm (subtype, optional, present only when CLM-equipped)
- assetid PK, FK to equipment
- (CLM-specific: address, port, station ID - finalize when plugin is built)
equipmentmtconnect (subtype, optional, present only when MTConnect-equipped)
- assetid PK, FK to equipment
- mtconnectagenturl text
- mtconnectdevicename text
```
The `equipment.protocol` enum field is deliberately **not** included. Presence or absence of a subtype row indicates which protocol applies. Avoids a denormalized field that can drift out of sync.
### `measuringtools` plugin
Tracks metrology and inspection instruments. Bundled, in-tree (built in Phase 3-4 of the refactor as the first new plugin built using the framework scaffold).
Schema (initial draft, refined when plugin is built):
```
measuringtools
- assetid FK to assets, PK
- measuringtooltypeid FK to measuringtooltypes (CMM, vision system, profilometer, surface tester, ...)
- vendorid FK to vendors (platform)
- modelid FK to models (platform)
- measurementaxes integer (e.g., 3 for a 3-axis CMM)
- accuracyspec text (e.g., "+/-0.5um")
- calibrationintervaldays integer
- lastcalibrationdate date
- nextcalibrationdate date (computed)
- (other domain fields as needed)
measuringtooltypes (lookup, measuringtools plugin)
- measuringtooltypeid, name (CMM, vision system, surface profilometer, gage block, ...)
```
Future extension: subtype tables for measurement-software integrations (PC-DMIS, Keyence, GenSpec). Same pattern as equipment subtype tables.
### Subtype-table pattern (general)
Both plugins use the same pattern for protocol- or software-specific fields:
- Core plugin table carries shared, common fields
- Optional subtype tables (one per protocol or software) hold extension fields
- Each subtype table is keyed by `assetid` (PK), one-to-one with the parent
- Subtype row exists if and only if the asset uses that protocol or software
- Sister sites add new subtype tables for their own integrations without touching core
## Reclassification of legacy data
ADR-001's migration moves all legacy `category='Equipment' AND machinenumber IS NOT NULL` rows to `assets` with `assettype='Equipment'` and into the equipment plugin's `equipment` table. This includes both manufacturing machinery and measuring tools.
After the equipment migration, when the measuringtools plugin is built:
1. Build a mapping table: legacy `machinetypeid` values that are measuring tools (CMM type, Keyence type, etc.)
2. Run a reclassification script:
- For each `assets` row where the original `machinetypeid` is in the measuring-tool mapping
- Change `assets.assettype` to `'MeasuringTool'`
- Move the row from `equipment` to `measuringtools`
- Map domain fields where they differ (e.g., legacy `axes` field maps to `measurementaxes`)
3. Verify counts pre- and post-reclassification
4. Audit log entry per reclassified row
Reclassification is one-shot, run once, archived. Like the original migration script.
## Consequences
### Positive
- Manufacturing machinery and measuring tools are first-class plugins, each with appropriate domain fields
- Sister sites can install one or both depending on what they track
- Subtype-table pattern is the canonical example for protocol-specific data and extends naturally to other plugins
- Building `measuringtools` mid-refactor validates the plugin scaffold tooling against a real new plugin
### Negative
- Reclassification is a second migration step. Lower risk than the initial migration because it is data-only (no schema change beyond moving rows between two tables that share the same `assetid` link).
- Sites that adopt the framework before `measuringtools` ships need to either keep measuring tools in `equipment` (workable but suboptimal) or wait for the plugin
### Neutral
- Legacy `machinetypeid` is preserved on the equipment row during migration to enable reclassification
## Alternatives considered
1. **Single equipment plugin with sub-typed assets.** Use `equipment.equipmenttypeid` to discriminate manufacturing vs metrology. Rejected: domain fields differ enough that a single table is wide and full of NULLs.
2. **Migrate split (build mapping before initial migration).** Cleaner end state but requires the `measuringtools` plugin to exist before the migration runs, which delays Phase 5. Rejected.
3. **JSON blob for protocol data instead of subtype tables.** Considered for both plugins. Rejected: weak typing, awkward queries, no schema validation.
## References
- ADR-001 (Asset is platform contract)
- ADR-002 (versioning of the surface)
- `plugins/equipment/` (current placeholder)
- `plugins/computers/` (existing example of plugin pattern)