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

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>

fusion_plating/fusion_plating_bridge_mrp/models/mrp_production.py

@@ -495,32 +495,54 @@ class MrpProduction(models.Model):
                         'state': 'draft',
                     })
 
-            # Auto-create draft Certificate of Conformance
+            # Auto-create draft quality documents — which ones are created
+            # is driven by the customer's preferences on res.partner
+            # (x_fc_send_coc, x_fc_send_thickness_report). A customer that
+            # never wants paperwork gets zero certs auto-generated.
             if Certificate is not None:
-                # Skip if a CoC already exists for this MO
+                customer = job.partner_id
-                existing = Certificate.search(
+                want_coc = True  # default for customers that predate the flag
-                    [('production_id', '=', mo.id), ('certificate_type', '=', 'coc')],
+                want_thickness = True
-                    limit=1,
+                if 'x_fc_send_coc' in customer._fields:
-                )
+                    want_coc = bool(customer.x_fc_send_coc)
-                if not existing:
+                if 'x_fc_send_thickness_report' in customer._fields:
-                    coating = so.x_fc_coating_config_id if (
+                    want_thickness = bool(customer.x_fc_send_thickness_report)
-                        so and 'x_fc_coating_config_id' in so._fields
+
-                    ) else False
+                coating = so.x_fc_coating_config_id if (
-                    cert_vals = {
+                    so and 'x_fc_coating_config_id' in so._fields
-                        'certificate_type': 'coc',
+                ) else False
-                        'partner_id': job.partner_id.id,
+                base_vals = {
-                        'production_id': mo.id,
+                    'partner_id': customer.id,
-                        'portal_job_id': job.id,
+                    'production_id': mo.id,
-                        'sale_order_id': so.id if so else False,
+                    'portal_job_id': job.id,
-                        'quantity_shipped': int(mo.product_qty),
+                    'sale_order_id': so.id if so else False,
-                        'po_number': so.x_fc_po_number if (
+                    'quantity_shipped': int(mo.product_qty),
-                            so and 'x_fc_po_number' in so._fields
+                    'po_number': so.x_fc_po_number if (
-                        ) else False,
+                        so and 'x_fc_po_number' in so._fields
-                        'entech_wo_number': mo.name,
+                    ) else False,
-                        'spec_reference': coating.spec_reference if coating else False,
+                    'entech_wo_number': mo.name,
-                        'process_description': coating.name if coating else False,
+                    'spec_reference': coating.spec_reference if coating else False,
-                        'part_number': mo.product_id.default_code or '',
+                    'process_description': coating.name if coating else False,
-                        'state': 'draft',
+                    'part_number': mo.product_id.default_code or '',
-                    }
+                    'state': 'draft',
-                    Certificate.create(cert_vals)
+                }
+
+                if want_coc:
+                    existing = Certificate.search(
+                        [('production_id', '=', mo.id),
+                         ('certificate_type', '=', 'coc')], limit=1,
+                    )
+                    if not existing:
+                        Certificate.create({**base_vals, 'certificate_type': 'coc'})
+
+                if want_thickness:
+                    existing = Certificate.search(
+                        [('production_id', '=', mo.id),
+                         ('certificate_type', '=', 'thickness_report')], limit=1,
+                    )
+                    if not existing:
+                        Certificate.create({
+                            **base_vals,
+                            'certificate_type': 'thickness_report',
+                        })
         return res

fusion_plating/fusion_plating_certificates/__manifest__.py

@@ -35,6 +35,7 @@ Includes Fischerscope thickness measurement data capture.
         'data/fp_certificate_sequence_data.xml',
         'views/res_config_settings_views.xml',
         'views/fp_certificate_views.xml',
+        'views/res_partner_views.xml',
         'views/fp_certificates_menu.xml',
     ],
     'installable': True,

fusion_plating/fusion_plating_certificates/models/__init__.py

@@ -6,3 +6,4 @@
 from . import fp_thickness_reading
 from . import fp_certificate
 from . import res_config_settings
+from . import res_partner

fusion_plating/fusion_plating_certificates/models/res_partner.py

@@ -0,0 +1,41 @@
+# -*- coding: utf-8 -*-
+# Copyright 2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+# Part of the Fusion Plating product family.
+
+from odoo import fields, models
+
+
+class ResPartner(models.Model):
+    """Per-customer preferences for what quality documents are generated
+    and emailed when a job ships.
+
+    Some aerospace customers insist on a full CoC + thickness report;
+    others just want the CoC; some repeat commercial accounts want
+    neither (the PO says "no paperwork required"). Rather than hard-code
+    the shop's policy, each customer controls their own.
+    """
+    _inherit = 'res.partner'
+
+    x_fc_send_coc = fields.Boolean(
+        string='Send Certificate of Conformance',
+        default=True, tracking=True,
+        help='When shipping, auto-generate and email a CoC to this customer.',
+    )
+    x_fc_send_thickness_report = fields.Boolean(
+        string='Send Thickness Report',
+        default=True, tracking=True,
+        help='When shipping, auto-generate and email a thickness report '
+             'with the Fischerscope readings for this job.',
+    )
+    x_fc_send_packing_slip = fields.Boolean(
+        string='Send Packing Slip',
+        default=True, tracking=True,
+        help='Attach the packing slip PDF to the shipping confirmation email.',
+    )
+    x_fc_send_bol = fields.Boolean(
+        string='Send Bill of Lading',
+        default=False, tracking=True,
+        help='Attach the BoL PDF to the shipping confirmation email. '
+             'Usually only for customers that invoice freight separately.',
+    )

fusion_plating/fusion_plating_certificates/views/res_partner_views.xml

@@ -0,0 +1,40 @@
+<?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>

fusion_plating/fusion_plating_notifications/models/fp_notification_template.py

@@ -190,6 +190,26 @@ class FpNotificationTemplate(models.Model):
                 _logger.warning('Failed to render %s: %s', xmlid, exc)
                 return None
 
+        # Resolve the customer record — partner-level flags gate certain
+        # documents so customer preferences override template defaults.
+        customer = None
+        if sale_order:
+            customer = sale_order.partner_id
+        elif portal_job:
+            customer = portal_job.partner_id
+        elif delivery:
+            customer = delivery.partner_id
+        elif invoice and getattr(invoice, 'partner_id', None):
+            customer = invoice.partner_id
+        elif production and portal_job:
+            customer = portal_job.partner_id
+
+        def _customer_wants(flag, default=True):
+            """Respect the per-customer flag if the field exists; else default."""
+            if customer and flag in customer._fields:
+                return bool(getattr(customer, flag))
+            return default
+
         # Both attach_quotation and attach_sale_order point at the same
         # report today — render once to avoid double attachment.
         if (self.attach_quotation or self.attach_sale_order) and sale_order:
@@ -198,7 +218,23 @@ class FpNotificationTemplate(models.Model):
             )
             if att:
                 ids.append(att)
-        if self.attach_coc and portal_job:
+        # CoC — gated by customer preference (x_fc_send_coc, default True)
+        if self.attach_coc and portal_job and _customer_wants('x_fc_send_coc'):
+            att = _render_report(
+                'fusion_plating_reports.action_report_coc', portal_job,
+            )
+            if att:
+                ids.append(att)
+        # Thickness report — gated by customer preference. Today the CoC
+        # template embeds thickness readings, so when a customer wants
+        # thickness-only we fall back to the CoC report attachment with
+        # a distinct filename. A standalone thickness-only template is
+        # TBD (not part of this chunk).
+        if (self.attach_thickness_report and portal_job
+                and _customer_wants('x_fc_send_thickness_report')
+                and not (self.attach_coc and _customer_wants('x_fc_send_coc'))):
+            # Avoid double-attaching the same PDF when both are wanted —
+            # the CoC already carries the thickness data.
             att = _render_report(
                 'fusion_plating_reports.action_report_coc', portal_job,
             )
@@ -216,7 +252,15 @@ class FpNotificationTemplate(models.Model):
             )
             if att:
                 ids.append(att)
-        if self.attach_bol and delivery:
+        # Packing slip — gated by customer preference (default True)
+        if self.attach_packing_list and delivery and _customer_wants('x_fc_send_packing_slip'):
+            att = _render_report(
+                'fusion_plating_reports.action_report_fp_packing_slip_portrait', delivery,
+            )
+            if att:
+                ids.append(att)
+        # BoL — gated by customer preference (default False)
+        if self.attach_bol and delivery and _customer_wants('x_fc_send_bol', default=False):
             att = _render_report(
                 'fusion_plating_reports.action_report_fp_bol_portrait', delivery,
             )