SmartScanProbeTrack/project_plan.md

````markdown
# SmartScan Probe Track - Implementation Plan

## Technology Stack
| Component           | Technology             |
|---------------------|------------------------|
| Web Framework       | Flask (Python)         |
| Database            | Supabase (PostgreSQL)  |
| Virtual Environment | uv                     |
| UI Framework        | Bootstrap 5 + Vue.js   |
| Charting            | Chart.js               |
| PDF Generation      | ReportLab + PyPDF2     |

## Database Schema
### Tables
0. **calibration_audit**
   - id (bigserial, PK)
   - calibration_id (uuid, FK → calibrations.id)
   - user_id (uuid, FK → users.id)
   - action (text)
   - old_values (jsonb)
   - new_values (jsonb)
   - timestamp (timestamptz)
   - ip_address (text)

1. **probes**
   - id (uuid, PK, DEFAULT gen_random_uuid())
   - model_id (uuid, FK → probe_models.id)
   - serial_number (text)
   - description (text)
   - created_at (timestamp)
   - retired_at (timestamp)

2. **channels**
   - id (uuid, PK, DEFAULT gen_random_uuid())
   - probe_id (uuid, FK → probes.id)
   - serial_number (varchar(16), regex: [0-9A-F]{16})
   - parameter_id (uuid, FK → parameters.id)
   - created_at (timestamp)

3. **calibrations**
   - id (uuid, PK, DEFAULT gen_random_uuid())
   - channel_id (uuid, FK → channels.id)
   - work_order_id (uuid, FK → work_orders.id)
   - calibrated_by (uuid, FK → users.id)
   - reviewed_by (uuid, FK → users.id)
   - std_used (uuid, FK → standards.id)
   - std_cal_date (date)
   - std_cal_due (date)
   - date (date)
   - scale (float)
   - offset (float)
   - deviation_high (float)
   - deviation_mid (float)
   - deviation_low (float)
   - set_high (float)
   - set_mid (float)
   - set_low (float)
   - passed (boolean)

4. **locations**
   - id (uuid, PK, DEFAULT gen_random_uuid())
   - name (text)
   - address (text)
   - contact_name (text)
   - contact_email (text)
   - contact_phone (text)

5. **probe_locations**
   - id (uuid, PK, DEFAULT gen_random_uuid())
   - probe_id (uuid, FK → probes.id)
   - location_id (uuid, FK → locations.id)
   - start_date (date)
   - end_date (date)

6. **probe_models**
   - id (uuid, PK, DEFAULT gen_random_uuid())
   - model_name (text, unique)
   - specifications (jsonb)

7. **work_orders**
   - id (uuid, PK, DEFAULT gen_random_uuid())
   - order_number (text, unique)
   - customer_id (uuid, FK → customers.id)
   - assigned_to (uuid, FK → users.id)
   - due_date (date)
   - status (text)
   - redmine (integer)
   - cal_type (uuid, FK → calibration_types.id)

8. **users**
   - id (uuid, PK, DEFAULT gen_random_uuid())
   - name (text)
   - email (text, unique)
   - can_calibrate (boolean)
   - can_review (boolean)
   - signature_image (text)

10. **standards**
   - id (uuid, PK, DEFAULT gen_random_uuid())
   - make (text)
   - model (text)
   - description (text)
   - uncertainty (text)
   - calibrated_on (date)
   - calibration_due (date)
   - support_name (text)
   - support_email (text)
   - support_phone (text)
   - support_address (text)

11. **calibration_types**
   - id (uuid, PK, DEFAULT gen_random_uuid())
   - type_name (text)

12. **parameters**
   - id (uuid, PK, DEFAULT gen_random_uuid())
   - parameter_name (text)

### Relationships

```mermaid
erDiagram
    probes ||--o{ channels : has
    probes }|--|| probe_models : model
    channels }|--|| parameters : parameter
    channels ||--o{ calibrations : has
    calibrations }|--|| standards : standard
    work_orders ||--o{ calibrations : contains
    work_orders }|--|| calibration_types : type
    work_orders }|--|| users : assigned_to
    probes ||--o{ probe_locations : assigned
    locations ||--o{ probe_locations : location
    customers ||--o{ work_orders : requested
    users ||--o{ calibrations : calibrated
    users ||--o{ calibrations : reviewed
````

## Application Structure

```javascript
SmartScanProbeTrack3/
├── app/
│   ├── __init__.py
│   ├── routes/
│   │   ├── auth.py
│   │   ├── probes.py
│   │   ├── channels.py
│   │   ├── calibrations.py
│   │   ├── locations.py
│   │   └── work_orders.py
│   ├── templates/
│   │   ├── auth/
│   │   │   └── login.html
│   │   ├── base.html
│   │   ├── index.html
│   │   ├── probe_list.html
│   │   ├── probe_form.html
│   │   ├── probe_view.html
│   │   ├── channel_view.html
│   │   ├── calibration_form.html
│   │   ├── calibration_view.html
│   │   ├── calibration_review.html
│   │   ├── location_timeline.html
│   │   ├── work_order_list.html
│   │   ├── work_order_form.html
│   │   └── work_order_view.html
│   ├── models.py
│   ├── supabase_client.py
│   └── utils/
│       └── pdf_utils.py
├── sql/
│   ├── create_tables.sql
│   ├── create_auth_audit_table.sql
│   ├── create_calibration_audit_table.sql
│   └── create_execute_sql_function.sql
├── tests/
├── requirements.txt
├── main.py
├── create_audit_tables.py
├── test_supabase.py
└── .env
```

## Core Features

### 1. Probe Management

- **Probe List**: View all probes (probe_list.html)
- **Probe Creation**: Form to create new probes with channels (probe_form.html)
- **Probe View**: Detailed view showing:
  - Probe details
  - Associated channels (linking to channel_view.html)
  - Location history (linking to location_timeline.html)
- **Channel Management**: 
  - Each probe has multiple channels
  - Channel view shows calibration history (channel_view.html)
- **Location Assignment**: Track probe deployment history

### 2. Calibration Workflow

1. **Work Order Management**:
   - List view (work_order_list.html)
   - Creation form (work_order_form.html)
   - Detailed view (work_order_view.html)

2. **Calibration Process**:
   - **Entry Form**: Multi-channel calibration entry (calibration_form.html)
   - **Review Interface**: For supervisor approval (calibration_review.html)
   - **View Details**: Shows full calibration history (calibration_view.html)

3. **Workflow**:
   - Create work order → Add calibrations → Submit for review → Approve
   - Audit trail maintained via SQL audit tables
   - Electronic signatures captured during review

4. **Certificate Generation**:
   - Automatic PDF generation after approval
   - Includes all calibration metrics and standards data

### 3. Reporting

- **Probe history**:
  - Show location assignment timeline (from `probe_locations`)
  - Include calibration history with deviation/set point values

- **Location inventory**:
  - Current probe assignments with dates
  - Contact information for each location

- **Work order tracking**:
  - Status indicators (pending, in progress, completed)
  - Filter by calibration type

### 4. User Management

- Role-based access control
- Electronic signatures
- Audit trails

## Setup Instructions

Use uv for all relevant virtual environment and package management. For example, use 'uv add' rather than 'uv pip'. Use 'uv run' to run the app.

```bash
# Create virtual environment
uv venv venv
.\venv\Scripts\activate

# Install dependencies
uv pip install flask supabase python-dotenv reportlab pypdf2

# Environment variables (.env)
SUPABASE_URL=https://yelyqstoffujrlddboai.supabase.co
SUPABASE_KEY=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpc3MiOiJzdXBhYmFzZSIsInJlZiI6InllbHlxc3RvZmZ1anJsZGRib2FpIiwicm9sZSI6ImFub24iLCJpYXQiOjE3NTM2Mjg3OTIsImV4cCI6MjA2OTIwNDc5Mn0.IAwOaydZXvklT9atJoJix9Abf7pMPr1q1WZMI2JJUCc
SECRET_KEY=5e8f8d7e-5e8f-4a3d-9e8f-5e8f8d7e5e8f
DATABASE_URL=postgresql://postgres:FRWLUJ5xTpcLJ136Xqob06HNWfaUXlqf@yelyqstoffujrlddboai.supabase.co:5432/postgres
```

## Implementation Roadmap

### Phase 1: Foundation

1. Flask application scaffold
2. Supabase connection setup
3. User authentication system
   - web app will be hosted internally on a closed network so authentication is only needed to identify users for calibration and review purposes
   - no passwords are required at this time, though that may change in the future
   - login page can be as simple as a drop-down to select from a list of existing users
4. Basic probe management

### Phase 2: Core Functionality

1. Work order management system
   - Implement calibration type selection
   - Customer association
2. Batch calibration interface
   - Form fields for new deviation/set point values
   - Real-time validation for serial numbers
3. Review workflow (Completed)
   - Electronic signature capture (Implemented)
   - Audit trail implementation (Created calibration_audit table)

### Phase 3: Reporting & Output

1. Location history tracking
   - Timeline visualization for probe locations
2. Probe history reports
   - Tabular display of calibration data
   - Deviation trend graphs
3. PDF certificate generation
   - Template design with new calibration fields
   - Automatic inclusion of standard equipment details

### Phase 4: Analytics (Future)

1. Probe lifespan prediction
2. Calibration trend analysis
3. Maintenance scheduling

## UI/UX Guidelines

- **Form validation**:
  - Channel serial numbers: Enforce `[0-9A-F]{16}` pattern
  - Date fields: Prevent future dates for calibration
  - Numeric fields: Range validation for deviation/set points
  - Never allow duplicate channel serial numbers
  - Never allow duplicate probe serial numbers

- **Status indicators**:
  - Color-coded work order status (red/yellow/green)
  - Pass/fail badges for calibrations

- **Data visualization**:
  - Trend graphs for deviation values over time
  - Location assignment timelines

## Code Guidelines

 - include clear and industry-standard comments throughout code, compliant with all relevant python PIP regulations
 - include unit tests throughout
 - always keep project_plan.md and todo.md in mind when considering what to do next and to maintain an understanding of where in the development process we are