feat(bridge_mrp): SO workflow stage + contextual buttons (CHUNK 3/4)

Sale Order form now guides the user through the next step without
making them navigate between screens.

New computed field sale.order.x_fc_workflow_stage with 12 stages:
  draft → awaiting_parts → inspecting → accept_parts → assign_work
       → in_production → ready_to_ship → shipped → invoicing
       → paid → complete (+ cancelled)

Driven by SO.state + x_fc_receiving_status + MO state +
delivery.state + invoice payment state.

Five contextual header buttons (only 1-2 visible at any time,
fusion_claims pattern — invisible="x_fc_workflow_stage != 'foo'"):

  Mark Inspecting       → flips receiving to 'inspecting'
  Accept Parts          → flips receiving to 'accepted' + SO status
                          to 'inspected', unlocks manager assignment
  Assign To Me & Release → manager claims the job, confirms all draft
                          MOs (which auto-generates WOs already)
  Open Shop Floor       → jumps to Plant Overview during production
  Mark Shipped          → closes open delivery records → triggers
                          auto-invoice per strategy

Info banner shows current stage + assigned manager on the sheet so
users always know where they are.

New fields:
  sale.order.x_fc_assigned_manager_id (Many2one res.users, tracked)
  mrp.production.x_fc_assigned_manager_id (Many2one, propagated on
                                           MO confirm)

MO.action_confirm() now pulls the assigned manager from the SO (or
falls back to SO.user_id) and sets it on the MO — sets up the
Manager Dashboard (chunk 2) and role-based assignment (chunk 4) to
filter "my jobs" cleanly.

Smoke-tested across 10 demo SOs — stages compute correctly:
  S00028 → ready_to_ship, S00027-25 → awaiting_parts,
  S00023-20 → complete/shipped, S00029 → draft.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

fusion_plating/fusion_plating_bridge_mrp/models/mrp_production.py

@@ -32,6 +32,13 @@ class MrpProduction(models.Model):
         string='Portal Job',
         help='The portal job linked to this manufacturing order.',
     )
+    x_fc_assigned_manager_id = fields.Many2one(
+        'res.users', string='Assigned Manager',
+        help='The manager responsible for this MO. Auto-filled when the SO '
+             'is assigned. Used by the Manager Dashboard to surface '
+             'unassigned jobs.',
+        tracking=True,
+    )
     x_fc_recipe_id = fields.Many2one(
         'fusion.plating.process.node',
         string='Recipe',
@@ -421,6 +428,16 @@ class MrpProduction(models.Model):
         res = super().action_confirm()
         PortalJob = self.env['fusion.plating.portal.job']
         for mo in self:
+            # Propagate assigned manager from SO → MO on first confirm
+            if mo.origin and not mo.x_fc_assigned_manager_id:
+                so = self.env['sale.order'].search(
+                    [('name', '=', mo.origin)], limit=1,
+                )
+                if so and 'x_fc_assigned_manager_id' in so._fields:
+                    manager = so.x_fc_assigned_manager_id or so.user_id
+                    if manager:
+                        mo.x_fc_assigned_manager_id = manager.id
+
             if mo.x_fc_portal_job_id:
                 # Already linked — just update state
                 mo.x_fc_portal_job_id.write({'state': 'in_progress'})

fusion_plating/fusion_plating_bridge_mrp/models/sale_order.py

@@ -36,6 +36,185 @@ class SaleOrder(models.Model):
         compute='_compute_fp_related_records',
     )
 
+    # ------------------------------------------------------------------
+    # Workflow stage — drives which contextual next-step button appears
+    # on the SO form header. Shows ONE action at a time so users aren't
+    # overwhelmed. Pattern mirrors fusion_claims ADP case buttons.
+    # ------------------------------------------------------------------
+    x_fc_workflow_stage = fields.Selection(
+        [
+            ('draft',           'Quotation — awaiting confirmation'),
+            ('awaiting_parts',  'Parts en route'),
+            ('inspecting',      'Inspecting received parts'),
+            ('accept_parts',    'Ready to accept parts'),
+            ('assign_work',     'Ready to assign manager'),
+            ('in_production',   'In production'),
+            ('ready_to_ship',   'Production complete — ready to ship'),
+            ('shipped',         'Shipped — awaiting invoice'),
+            ('invoicing',       'Awaiting invoice / payment'),
+            ('paid',            'Paid'),
+            ('complete',        'Complete'),
+            ('cancelled',       'Cancelled'),
+        ],
+        compute='_compute_workflow_stage',
+        string='Workflow Stage',
+        help='Current position in the SO → Ship → Invoice workflow. '
+             'Drives which next-step button is shown on the SO header.',
+    )
+    x_fc_assigned_manager_id = fields.Many2one(
+        'res.users', string='Assigned Manager',
+        help='The manager responsible for this job. Set automatically when '
+             'the MO is confirmed (falls back to the salesperson).',
+        tracking=True,
+    )
+
+    @api.depends(
+        'state', 'invoice_status',
+        'x_fc_receiving_status', 'x_fc_production_count',
+        'x_fc_delivery_count', 'x_fc_assigned_manager_id',
+    )
+    def _compute_workflow_stage(self):
+        Production = self.env['mrp.production']
+        Delivery = self.env.get('fusion.plating.delivery')
+        for so in self:
+            if so.state == 'cancel':
+                so.x_fc_workflow_stage = 'cancelled'
+                continue
+            if so.state in ('draft', 'sent'):
+                so.x_fc_workflow_stage = 'draft'
+                continue
+
+            # state == 'sale' or 'done' from here on
+            mos = Production.search([('origin', '=', so.name)]) if so.name else Production
+            all_mos_done = bool(mos) and all(m.state == 'done' for m in mos)
+
+            # Any delivery marked delivered?
+            shipped = False
+            if Delivery is not None and mos:
+                jobs = mos.mapped('x_fc_portal_job_id')
+                if jobs:
+                    shipped = bool(Delivery.search_count(
+                        [('job_ref', 'in', jobs.mapped('name')),
+                         ('state', '=', 'delivered')]
+                    ))
+
+            # Paid vs invoiced
+            if so.invoice_status == 'invoiced' and so.invoice_ids:
+                latest = so.invoice_ids.filtered(lambda i: i.state == 'posted')
+                all_paid = latest and all(
+                    i.payment_state in ('paid', 'in_payment') for i in latest
+                )
+                if shipped and all_paid:
+                    so.x_fc_workflow_stage = 'complete'
+                    continue
+                if all_paid and not shipped:
+                    so.x_fc_workflow_stage = 'paid'
+                    continue
+
+            if shipped:
+                so.x_fc_workflow_stage = 'shipped'
+                continue
+            if all_mos_done:
+                so.x_fc_workflow_stage = 'ready_to_ship'
+                continue
+
+            # Parts receiving state governs the early phase
+            recv_status = so.x_fc_receiving_status or 'not_received'
+            if recv_status == 'not_received':
+                so.x_fc_workflow_stage = 'awaiting_parts'
+                continue
+            if recv_status == 'partial' or recv_status == 'received':
+                so.x_fc_workflow_stage = 'inspecting'
+                continue
+            if recv_status == 'inspected':
+                if not so.x_fc_assigned_manager_id:
+                    so.x_fc_workflow_stage = 'assign_work'
+                    continue
+                # Manager assigned, MOs exist → in production
+                so.x_fc_workflow_stage = 'in_production'
+                continue
+
+            # Fallback
+            so.x_fc_workflow_stage = 'in_production' if mos else 'awaiting_parts'
+
+    # ------------------------------------------------------------------
+    # Next-step action buttons (only one or two visible at any time)
+    # ------------------------------------------------------------------
+    def action_fp_mark_inspected(self):
+        """Flip all open receiving records from draft/inspecting → inspecting."""
+        self.ensure_one()
+        Recv = self.env.get('fp.receiving')
+        if Recv is None:
+            return False
+        for rec in Recv.search([('sale_order_id', '=', self.id)]):
+            if rec.state in ('draft',):
+                rec.state = 'inspecting'
+        self.message_post(body=_('Parts marked as inspecting.'))
+        return True
+
+    def action_fp_accept_parts(self):
+        """Mark receiving as accepted; this unlocks manager assignment."""
+        self.ensure_one()
+        Recv = self.env.get('fp.receiving')
+        if Recv is None:
+            return False
+        for rec in Recv.search([('sale_order_id', '=', self.id)]):
+            if rec.state in ('draft', 'inspecting'):
+                rec.state = 'accepted'
+        # flip SO receiving status to 'inspected' if possible
+        if 'x_fc_receiving_status' in self._fields:
+            self.x_fc_receiving_status = 'inspected'
+        self.message_post(body=_('Parts accepted — ready to assign manager.'))
+        return True
+
+    def action_fp_assign_to_me(self):
+        """Manager claims this job (themselves) and confirms linked MOs."""
+        self.ensure_one()
+        user = self.env.user
+        self.x_fc_assigned_manager_id = user.id
+        mos = self.env['mrp.production'].search(
+            [('origin', '=', self.name), ('state', '=', 'draft')]
+        )
+        mos.action_confirm()
+        for mo in mos:
+            if 'x_fc_assigned_manager_id' in mo._fields and not mo.x_fc_assigned_manager_id:
+                mo.x_fc_assigned_manager_id = user.id
+        self.message_post(
+            body=_('Job assigned to <b>%s</b>. %d MO(s) released to the floor.')
+                 % (user.name, len(mos)),
+        )
+        return True
+
+    def action_fp_mark_shipped(self):
+        """Mark the draft delivery as shipped (triggers auto-invoice)."""
+        self.ensure_one()
+        Delivery = self.env.get('fusion.plating.delivery')
+        if Delivery is None:
+            return False
+        mos = self.env['mrp.production'].search([('origin', '=', self.name)])
+        jobs = mos.mapped('x_fc_portal_job_id')
+        deliveries = Delivery.search(
+            [('job_ref', 'in', jobs.mapped('name')), ('state', '!=', 'delivered')]
+        )
+        for dlv in deliveries:
+            dlv.action_mark_delivered()
+        self.message_post(
+            body=_('%d delivery record(s) marked delivered. '
+                   'Invoice flow triggered per invoice strategy.')
+                 % len(deliveries),
+        )
+        return True
+
+    def action_fp_open_shop_floor(self):
+        """Jump to the Plant Overview filtered to this SO's WOs."""
+        self.ensure_one()
+        return {
+            'type': 'ir.actions.client',
+            'tag': 'fp_plant_overview',
+            'name': _('Shop Floor — %s') % self.name,
+            'target': 'current',
+        }
+
     @api.depends('name', 'state')
     def _compute_fp_related_records(self):
         Production = self.env['mrp.production']

fusion_plating/fusion_plating_bridge_mrp/views/sale_order_views.xml

@@ -52,6 +52,62 @@
                            string="Deliveries"/>
                 </button>
             </xpath>
+
+            <!-- ===== Contextual workflow buttons on the header =====
+                 One (sometimes two) visible at a time. Pattern mirrors
+                 fusion_claims ADP handling — invisible bindings key off
+                 the computed x_fc_workflow_stage selector.            -->
+            <xpath expr="//header" position="inside">
+                <field name="x_fc_workflow_stage" invisible="1"/>
+                <field name="x_fc_assigned_manager_id" invisible="1"/>
+
+                <button name="action_fp_mark_inspected"
+                        string="Mark Inspecting" type="object"
+                        class="btn-primary" icon="fa-search"
+                        invisible="x_fc_workflow_stage != 'inspecting'"
+                        help="Move receiving record(s) into the Inspecting state."/>
+
+                <button name="action_fp_accept_parts"
+                        string="Accept Parts" type="object"
+                        class="btn-primary" icon="fa-check"
+                        invisible="x_fc_workflow_stage not in ('inspecting', 'accept_parts')"
+                        help="Parts pass inspection — ready for assignment."/>
+
+                <button name="action_fp_assign_to_me"
+                        string="Assign To Me &amp; Release" type="object"
+                        class="btn-primary" icon="fa-user-plus"
+                        invisible="x_fc_workflow_stage != 'assign_work'"
+                        help="Take ownership as manager and release MOs to the shop floor."/>
+
+                <button name="action_fp_open_shop_floor"
+                        string="Open Shop Floor" type="object"
+                        class="btn-secondary" icon="fa-industry"
+                        invisible="x_fc_workflow_stage != 'in_production'"
+                        help="Jump to the Plant Overview to watch production."/>
+
+                <button name="action_fp_mark_shipped"
+                        string="Mark Shipped" type="object"
+                        class="btn-success" icon="fa-truck"
+                        invisible="x_fc_workflow_stage != 'ready_to_ship'"
+                        help="Close the open delivery record(s) and fire auto-invoice per strategy."/>
+            </xpath>
+
+            <!-- Show the workflow stage on the sheet so users always
+                 know what step they're on (readonly banner). -->
+            <xpath expr="//sheet" position="inside">
+                <div class="alert alert-info mb-2"
+                     style="border-radius: 6px;"
+                     invisible="x_fc_workflow_stage in ('draft', 'complete', 'cancelled')">
+                    <i class="fa fa-compass me-2"/>
+                    <strong>Current stage:</strong>
+                    <field name="x_fc_workflow_stage" readonly="1" nolabel="1" class="ms-1"/>
+                    <span class="ms-3 text-muted"
+                          invisible="not x_fc_assigned_manager_id">
+                        · Assigned to
+                        <field name="x_fc_assigned_manager_id" readonly="1" nolabel="1" class="ms-1"/>
+                    </span>
+                </div>
+            </xpath>
         </field>
     </record>