XERPIUM PLM

Ringkasan

Product Lifecycle Management Enterprise-Grade

XERPIUM PLM adalah ekosistem modul manajemen siklus produk yang dibangun di atas XERPIUM 18 — mencakup Engineering Change Orders (ECO), BOM Revision Control, Approval Workflow, Document Management, dan KPI Dashboard.

⚙

ECO

Engineering Change Order

☰

BOM

Version Control

✅

APR

Approval Workflow

📄

DOC

Document Management

📊

BI

KPI Dashboard

🏭

MRP

Manufacturing Sync

🔗

DYN

Dynamic Stage Engine

📦

MULTI

Company / Branch

Engineering Change Orders

ECO — Inti Product Lifecycle Management

xerpium.plm.eco adalah model utama yang mengelola seluruh siklus perubahan engineering — dari draft, review, approval, hingga apply.

ECO Stage Pipeline

Stage 1

Draft

state: confirmed

→

Stage 2

In Review

state: progress

→

Stage 3

Approved

state: progress

→

Stage 4

Applied

state: done

⚙

ECO Core Features

Auto-Sequence — Reference ECO/##### di-generate otomatis via ir.sequence
Description & Priority — Normal / High priority dengan tracking
Change Type — Apply on Bill of Materials atau Product Only
Effectivity — As soon as possible atau At Date (effective date)
Tags & Color — Kategorisasi ECO dengan colored tags
Kanban State — Normal / Approved / Blocked untuk visual tracking

☰

ECO Type & Mail Alias

ECO Types — Kategori perubahan (e.g. "BOM Change", "Product Update")
Stage Mapping — Setiap type bisa memiliki set stages sendiri
Mail Alias — Email ke alias otomatis create ECO dengan type tersebut
Smart Counters — nb_ecos, nb_approvals, nb_approvals_my, nb_validation
Company-Scoped — Multi-company support per ECO type

🔄

BOM Revision & Apply

Start Revision — Copy BOM ke working copy, version +1, active=False
Previous BOM Link — Chain previous_bom_id untuk audit trail
Apply Changes — Activate new BOM, deactivate old, sync operation documents
Version Toggle — will_update_version flag — apply tanpa bump version
Product Versioning — Auto-increment product.template.version pada apply

⚡

Change Impact Analysis

Component Changes — Auto-diff add/remove/update dengan quantity & UoM delta
By-Product Changes — Tracking perubahan by-product pada BOM
Operation Changes — Routing/workcenter changes dengan time cycle delta
Color-Coded — Green=add, Red=remove, Blue=update di form view
Rebase Tracking — previous_change_ids & bom_rebase_ids untuk conflict

🏭

Manufacturing Integration

Create ECO from MO — One-click dari Manufacturing Order, auto-fill BOM & product
MO ↔ ECO Link — production_id pada ECO, eco_ids pada MO
BOM ↔ ECO Link — eco_ids & eco_count pada mrp.bom
Product ↔ ECO Link — eco_ids & action_view_ecos() pada product.template
Operation Documents — Sync dokumen ke new BOM operations saat apply

⚠

Rebase & Conflict Handling

Rebase State — state='rebase' ketika upstream BOM berubah selama ECO in progress
Conflict State — state='conflict' untuk manual resolution
Intermediate BOM — current_bom_id untuk tracking perubahan mid-ECO
Rebase Diff — bom_rebase_ids & previous_change_ids auto-compute
Audit Trail — Full changelog via mail.thread chatter

Approval Workflow

Role-Based Approval Engine

Setiap stage ECO dapat memiliki approval templates dengan tipe mandatory, optional, atau comment-only. Stage advance diblokir sampai semua mandatory approvals terpenuhi.

Default Approval Templates — In Review Stage

👨‍💼

Engineering Manager

MANDATORY

Sequence: 10

✅

Quality Assurance

MANDATORY

Sequence: 20

📋

Production Planner

OPTIONAL

Sequence: 30

Approval Template

Field	Deskripsi
name	Role / nama approval (e.g. "Engineering Manager")
sequence	Urutan approval dalam stage
approval_type	mandatory / optional / comment
user_ids	Users yang dapat approve (restricted to PLM User group)
stage_id	Stage dimana template ini berlaku

Approval Record

Field	Deskripsi
eco_id	ECO yang direquest approval
approval_template_id	Template reference
status	none / comment / approved / rejected
user_id	Siapa yang approved/rejected
approval_date	Timestamp approval
is_closed	Approval ditutup saat stage change

✅

Approval Mechanism

Auto-Generate — _create_approvals() membuat approval records + mail activities
Stage Gating — Stage advance diblokir jika mandatory approvals belum complete
User Restriction — approve/reject hanya untuk users di template.user_ids
Stage Transition — Moving stage menutup processed approvals, menghapus pending
Mail Activities — Auto-create todo activities untuk approvers

⚠

Approval Types

Mandatory — Harus approve sebelum stage bisa di-advance. is_approved = (status == 'approved')
Optional — Boleh approve tapi tidak blocking. is_approved selalu True
Comment — Hanya komentar, tidak men-pengaruhi approval status
Constraint — User tidak boleh assign lebih dari sekali per stage

Approval & Stage Gating Flow

Create ECO

→

Auto-Generate Approvals

→

Mail Activities Sent

→

Approve / Reject

Stage Advance Blocked?

→

All Mandatory Approved

→

Stage Advanced

→

Apply Changes

Dynamic Stage Engine

Dynamic Stage Workflow

Framework stage configurable untuk ECO — dengan Python hooks, server actions, RBAC groups, dan approval template integration.

Workflow Pipeline

Stage Enter

→

Python Hook

→

Server Action

→

RBAC Check

→

State Sync

ECO Stages Configuration

Stage	State	Confirm	Back	Apply
Draft	confirmed	✓	✗	✗
In Review	progress	✓	✓	✗
Approved	progress	✗	✓	✓
Applied	done	✗	✗	✗

Dynamic Stage Features

Configurable per Model — Stage independen untuk xerpium.plm.eco
Python Hooks — enter_method dijalankan saat record masuk stage
Server Actions — ir.actions.server otomatis pada stage enter
RBAC Groups — group_ids membatasi siapa bisa move ke stage
Native State Sync — Auto-sync stage ↔ state field (confirmed/progress/done)
Back Navigation — allow_back untuk stage mundur (configurable)
Approval Templates — approval_template_ids pada stage (via xerpium_dynamic_stage_plm)
Default Stage — is_default auto-assign saat record baru

Module: xerpium_dynamic_stage_plm

Modul integrasi yang menambahkan approval_template_ids ke xerpium.dynamic.stage dan meng-sync ECO stage setelah action_new_revision() dan action_apply().

# xerpium_dynamic_stage_plm/models/xerpium_dynamic_stage.py
class XerpiumDynamicStage(models.Model):
    _inherit = "xerpium.dynamic.stage"

    approval_template_ids = fields.One2many(
        "xerpium.plm.eco.approval.template",
        "stage_id",
        string="Approval Templates",
    )

# xerpium_dynamic_stage_plm/models/xerpium_plm_eco.py
class XerpiumPlmEco(models.Model):
    _inherit = "xerpium.plm.eco"

    def action_new_revision(self):
        result = super().action_new_revision()
        self._x_sync_stage_from_state(force=True)
        return result
      

Document Management

PLM Document System

xerpium.plm.document — sistem dokumen polimorfik yang dapat menempel pada ECO, BOM, Product, atau routing operation.

📎

File (PDF, Images)

Upload via ir.attachment
Mimetype auto-detect
Copy pada BOM revision
Cover image untuk ECO

🔗

External Link

Google Slides, external URL
widget="url" di form
action_open_link()
No file upload needed

📝

Text Note

Plain text content
Inline editing di form
Quick notes / instructions
No attachment required

Document Attachment Points

Target	Field	Keterangan
ECO	res_model + res_id	Dokumen pendukung perubahan
BOM	bom_id	Dokumen teknik BOM
Product	product_tmpl_id	Spec sheet, datasheet
Operation	bom_operation_id	SOP per routing operation
Both BOM & Product	attached_on_mrp	Dokumen shared

Document Features

Polymorphic — res_model + res_id, attach ke model apapun
Kanban View — Card render berbeda per doc_type (file/link/text)
Operation Documents — bom_operation_id untuk SOP per operation
Sync on Apply — _sync_operation_documents() copy dokumen ke new BOM
Cover Image — displayed_image_id untuk ECO cover
Copy with Attachment — copy() duplicate ir.attachment untuk file-type
Multi-Company — company_id isolation

Version Control

BOM & Product Versioning

Sistem versioning terintegrasi untuk BOM dan Product — setiap ECO apply dapat menaikkan versi secara otomatis.

BOM Revision Flow

Step 1

Start Revision

action_new_revision() — copy BOM ke working copy:

                new_bom = bom.copy({

                  version: bom.version + 1,

                  active: False,

                  previous_bom_id: bom.id

                })

🔄

Step 2

Edit Working Copy

Edit new_bom (inactive). Auto-compute change diff:

                ADD — komponen baru

                REMOVE — komponen dihapus

                UPDATE — qty / UoM berubah

✎

Step 3

Apply Changes

action_apply() — activate new BOM, deactivate old:

                new_bom.active = True

                old_bom.active = False

                product.version += 1 # if will_update_version

                _sync_operation_documents(new_bom)

✅

BOM Version Fields

Field	Tipe	Deskripsi
version	Integer	Version number, auto-increment pada revision
previous_bom_id	Many2one	Link ke BOM versi sebelumnya
is_revision	Boolean	True jika BOM adalah working copy dari ECO
eco_ids	One2many	ECO yang me-reference BOM ini
document_ids	One2many	Dokumen teknik terkait

Product Version Fields

Field	Tipe	Deskripsi
version	Integer	Product version, auto-increment pada ECO apply (change_type='product')
eco_ids	One2many	ECO yang me-reference product ini
eco_count	Integer	Jumlah ECO terkait (computed)

Change Tracking — BOM Diff Computation

ECO otomatis mengkomputasi perbedaan antara BOM lama dan BOM baru menggunakan _get_difference_bom_lines():

➕

ADD

Komponen baru ditambahkan ke BOM

➖

REMOVE

Komponen dihapus dari BOM

✎

UPDATE

Qty atau UoM berubah

Analytics

PLM KPI Dashboard

xerpium_dashboard_plm — Dashboard KPI dengan 6 widget, dual data source (ORM + SQL), auto-refresh setiap 5 menit.

📊

6

Dashboard Items

⚙

2

Data Sources

📊

4

KPI Tiles

📊

2

Charts

Dashboard Items

Widget	Tipe	Warna	Source
Total ECOs	KPI Tile	Blue	ORM
Pending Approvals	KPI Tile	Orange	SQL
Active BOMs	KPI Tile	Green	SQL
Versioned Products	KPI Tile	Purple	SQL
ECOs by Stage	Pie Chart	Blue	SQL
ECO Trend (12 months)	Line Chart	Green	SQL

Dashboard Features

Auto-Refresh — 300 detik (5 menit) refresh interval
Auto-Apply Filters — Filter otomatis saat dashboard dibuka
Dual Source — ORM source (ECOs, BOMs, Products) + SQL source (aggregates)
Green Theme — Tema warna hijau konsisten dengan PLM branding
Global Dashboard — visible ke semua PLM users
Built on Dashboard Studio — vit_dashboard_studio infrastructure

SQL Sources

ECOs by Stage

SELECT stage_id, COUNT(*)

FROM xerpium_plm_eco

WHERE active = true

GROUP BY stage_id

ECO Trend (12 months)

SELECT DATE_TRUNC('month', create_date),

  COUNT(*)

FROM xerpium_plm_eco

WHERE create_date >= NOW() - INTERVAL '12 months'

GROUP BY 1 ORDER BY 1

Ecosystem

Integrasi Cross-Module

PLM terintegrasi penuh dengan ekosistem manufaktur XERPIUM.

🏭

PLM ↔ Manufacturing (MRP)

Create ECO from MO — One-click dari Manufacturing Order
MO ↔ ECO — production_id link, eco_ids pada MO
BOM Version Control — ECO apply activate new BOM version
Operation Sync — Dokumen SOP sync ke new BOM operations
Work Center Documents — mrp.routing.workcenter.document_ids

📦

PLM ↔ Product

Product Version — product.template.version auto-increment
ECO History — eco_ids & action_view_ecos() pada product form
ECO Notebook — Tab ECOs di product form
Document Attach — Spec sheet, datasheet per product

📊

PLM ↔ Dashboard Studio

KPI Dashboard — vit_dashboard_studio hosting
ORM + SQL Sources — Dual data source
Auto-Refresh — 5 minute interval
Chart Types — Tile, Pie, Line, dll

🔗

PLM ↔ Dynamic Stage

Configurable Stages — Data-driven, tidak hard-coded
Approval Templates — approval_template_ids pada stage
Python Hooks — enter_method per stage
RBAC Groups — group_ids per stage
State Sync — Auto-sync stage ↔ native state

📧

PLM ↔ Mail Thread

Chatter — Full audit trail per ECO
Mail Activities — Auto-generate todo untuk approvers
Mail Alias — Email ke alias auto-create ECO
CC Tracking — mail.thread.cc inheritance

🏢

PLM ↔ Multi-Company

Company Isolation — Record rule per company_id
Company on ECO — company_id field dengan default
Company on Document — Multi-company document isolation
Company on ECO Type — Per-company type configuration

Security

Security & Access Control

Two-tier access control dengan multi-company isolation dan granular per-model permissions.

Security Groups

Group	Implies	Hak Akses
PLM User	MRP User	R W C (no delete) pada ECO & Document
PLM Manager	PLM User	Full CRUD semua model PLM

Record Rules

Multi-Company ECO — company_id in user's company_ids
Multi-Company Document — company_id isolation untuk documents
User ECO Rule — R W C, no delete untuk PLM Users
Manager ECO Rule — Full CRUD untuk PLM Managers

Access Matrix per Model

Model	PLM User	PLM Manager
xerpium.plm.eco	R W C	Full CRUD
xerpium.plm.eco.type	Read only	Full CRUD
xerpium.plm.eco.approval	R W	Full CRUD
xerpium.plm.eco.approval.template	Read only	Full CRUD
xerpium.plm.eco.bom.change	Read only	Full CRUD
xerpium.plm.eco.routing.change	Read only	Full CRUD
xerpium.plm.eco.tag	Read only	Full CRUD
xerpium.plm.document	R W C	Full CRUD
vit.dashboard	Read only	Full CRUD

Menu Structure

Navigasi PLM

PLM (sequence: 170, icon: xerpium_plm)
├── Dashboard (seq: 5, vit.dashboard)
├── Changes (seq: 10, ECO action)
│   └── ECO Kanban / List / Form
├── Master Data (seq: 20)
│   ├── Products (product.template)
│   ├── Bill of Materials (mrp.bom)
│   └── Work Centers (mrp.workcenter)
├── Configuration (seq: 90, group_plm_manager)
│   ├── ECO Types (xerpium.plm.eco.type)
│   └── ECO Tags (xerpium.plm.eco.tag)
└── Panduan Pengguna (seq: 999, HTML user guide)
      

ECO Kanban

Grouped by stage, drag-and-drop, priority widget, responsible avatar

ECO List

Code, name, product, BOM, responsible, tags, stage, state, effectivity date

ECO Form

Header buttons, stat buttons, notebooks for changes, approvals, documents

Architecture

Model Arsitektur PLM

7 model PLM + 4 inherited model dengan integrasi penuh ke MRP ecosystem.

PLM Models

Model	Deskripsi
xerpium.plm.eco	Engineering Change Order — model utama
xerpium.plm.eco.type	ECO Type dengan mail alias
xerpium.plm.eco.approval	Approval record per ECO
xerpium.plm.eco.approval.template	Template approval per stage
xerpium.plm.eco.bom.change	BOM line/byproduct change tracking
xerpium.plm.eco.routing.change	Routing/operation change tracking
xerpium.plm.eco.tag	ECO tag dengan color
xerpium.plm.document	Polymorphic document (file/link/text)

Inherited Models

Model	Field Tambahan
product.template	version, eco_ids, eco_count
product.product	eco_ids, eco_count
mrp.bom	version, previous_bom_id, is_revision, eco_ids, document_ids
mrp.bom.line	_get_sync_values() untuk diffing
mrp.bom.byproduct	_get_sync_values() untuk diffing
mrp.routing.workcenter	document_ids, document_count
mrp.production	eco_ids, eco_count, action_create_eco()
xerpium.dynamic.stage	approval_template_ids (via _plm module)

Module Dependencies

xerpium_plm

Application — Core PLM

xerpium_dynamic_stage_plm

Integration — Stage + Approval

xerpium_dashboard_plm

Reporting — KPI Dashboard

Comparison

Mengapa XERPIUM PLM?

Aspek	Competitor PLM	XERPIUM PLM
Lisensi	Per-user / add-on fee	SaaS / On Premise
ECO Workflow	Enterprise only	✓ Included
BOM Version Control	Enterprise only	✓ Full versioning
Approval Workflow	Limited / Enterprise	✓ Role-based, stage-gated
Dynamic Stage	✗ Hard-coded	✓ Configurable per model
Document Management	Separate module	✓ Built-in (file/link/text)
Manufacturing Integration	Limited	✓ One-click ECO from MO
Change Impact Analysis	Manual	✓ Auto-diff BOM lines
KPI Dashboard	✗ Not available	✓ 6 widgets, auto-refresh
Mail Alias	✗ Not available	✓ Email-to-ECO
Multi-Company	Enterprise only	✓ Included
Rebase & Conflict	✗ Not available	✓ State: rebase / conflict
User Guide	External documentation	✓ Built-in HTML guide

XERPIUMPLM

Product Lifecycle Management Enterprise-Grade

ECO — Inti Product Lifecycle Management

ECO Stage Pipeline

ECO Core Features

ECO Type & Mail Alias

BOM Revision & Apply

Change Impact Analysis

Manufacturing Integration

Rebase & Conflict Handling

Role-Based Approval Engine

Default Approval Templates — In Review Stage

Approval Template

Approval Record

Approval Mechanism

Approval Types

Approval & Stage Gating Flow

Dynamic Stage Workflow

Workflow Pipeline

ECO Stages Configuration

Dynamic Stage Features

Module: xerpium_dynamic_stage_plm

PLM Document System

File (PDF, Images)

External Link

Text Note

Document Attachment Points

Document Features

BOM & Product Versioning

BOM Revision Flow

BOM Version Fields

Product Version Fields

Change Tracking — BOM Diff Computation

PLM KPI Dashboard

Dashboard Items

Dashboard Features

SQL Sources

Integrasi Cross-Module

PLM ↔ Manufacturing (MRP)

PLM ↔ Product

PLM ↔ Dashboard Studio

PLM ↔ Dynamic Stage

PLM ↔ Mail Thread

PLM ↔ Multi-Company

Security & Access Control

Security Groups

Record Rules

Access Matrix per Model

Navigasi PLM

ECO Kanban

ECO List

ECO Form

Model Arsitektur PLM

PLM Models

Inherited Models

Module Dependencies

Mengapa XERPIUM PLM?