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feat(certificates): per-customer document preferences (CHUNK 1/4)

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Customers can now pick which shipping-time documents they actually want
instead of the shop remembering it per account. Four booleans on
res.partner (only shown on companies, not contacts):

  x_fc_send_coc              (default True)  Certificate of Conformance
  x_fc_send_thickness_report (default True)  Thickness readings
  x_fc_send_packing_slip     (default True)  Packing slip PDF
  x_fc_send_bol              (default False) Bill of Lading

Surfaced in a "Plating Documents" page on the customer form.

Two downstream gates:

1. fp.notification.template._collect_attachments() now reads the flags
   when attaching CoC / thickness / packing / BoL PDFs to the shipping
   confirmation email. Flags missing on the partner (e.g. legacy
   customers) fall back to the original defaults so nothing regresses.

2. mrp.production.button_mark_done() only auto-creates the quality
   documents the customer wants. A customer that unchecks both CoC and
   thickness gets zero certs auto-generated — shop can still create
   them manually if needed.

Note: today a standalone thickness-only report template doesn't exist,
so when a customer asks for thickness only (CoC off, thickness on) the
dispatcher still attaches the CoC PDF (which carries thickness data)
but with CoC creation gated off. A dedicated thickness-only template
is a follow-up.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
gsinghpal
2026-04-17 19:54:54 -04:00
parent f94be9dfa9
commit 28dd7fdd76
6 changed files with 178 additions and 29 deletions
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40
fusion_plating/fusion_plating_certificates/views/res_partner_views.xml Normal file
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<?xml version="1.0" encoding="utf-8"?>
<!--
Copyright 2026 Nexa Systems Inc.
License OPL-1 (Odoo Proprietary License v1.0)
Part of the Fusion Plating product family.
-->
<odoo>
<record id="view_partner_form_fp_document_prefs" model="ir.ui.view">
<field name="name">res.partner.form.fp.document.prefs</field>
<field name="model">res.partner</field>
<field name="inherit_id" ref="base.view_partner_form"/>
<field name="arch" type="xml">
<xpath expr="//notebook" position="inside">
<page string="Plating Documents"
name="fp_document_prefs"
invisible="is_company != True">
<group string="Documents to Send on Shipment"
name="fp_document_prefs_group">
<p class="text-muted" colspan="2">
Control which quality documents are auto-generated and
emailed to this customer when a job ships. Matches the
customer's PO requirements so the shop doesn't have to
remember per-account preferences.
</p>
<group>
<field name="x_fc_send_coc" widget="boolean_toggle"/>
<field name="x_fc_send_thickness_report" widget="boolean_toggle"/>
</group>
<group>
<field name="x_fc_send_packing_slip" widget="boolean_toggle"/>
<field name="x_fc_send_bol" widget="boolean_toggle"/>
</group>
</group>
</page>
</xpath>
</field>
</record>
</odoo>