feat(portal): customer configurator wizard — upload, coating, estimate, submit
Three-step self-service quoting flow on the customer portal: - Step 1: Upload part (STL/PDF) or enter manual measurements + material - Step 2: Select coating config from card grid with specs and thickness - Step 3: View estimated price range and submit quote request Adds dependency on fusion_plating_configurator for fp.coating.config and fp.pricing.rule models. Price estimation uses the same rule-matching logic as the backend configurator with a +/-15-25% range. Dashboard updated with prominent "Get a Quote" button and portal sidebar entry. Breadcrumbs added for configurator pages. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
This commit is contained in:
gsinghpal
@@ -4,3 +4,4 @@
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# Part of the Fusion Plating product family.
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from . import portal
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from . import portal_configurator
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@@ -0,0 +1,311 @@
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# -*- coding: utf-8 -*-
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# Copyright 2026 Nexa Systems Inc.
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# License OPL-1 (Odoo Proprietary License v1.0)
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# Part of the Fusion Plating product family.
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import base64
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import logging
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from odoo import _, http
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from odoo.http import request
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from odoo.addons.portal.controllers.portal import CustomerPortal
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_logger = logging.getLogger(__name__)
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class FpPortalConfigurator(CustomerPortal):
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"""Self-service configurator wizard on the customer portal.
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Three-step flow:
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1. Upload part (3D / PDF) or enter manual measurements
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2. Select a coating configuration
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3. View estimated price range and submit quote request
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"""
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# ======================================================================
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# Landing — start new or view past requests
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# ======================================================================
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@http.route('/my/configurator', type='http', auth='user', website=True)
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def portal_configurator_landing(self, **kw):
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"""Landing page -- start new quote or view past requests."""
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partner = request.env.user.partner_id
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quotes = request.env['fusion.plating.quote.request'].sudo().search(
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[('partner_id', 'child_of', partner.commercial_partner_id.id)],
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order='create_date desc', limit=10,
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)
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return request.render('fusion_plating_portal.portal_configurator_landing', {
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'page_name': 'fp_configurator',
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'quotes': quotes,
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})
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# ======================================================================
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# Step 1 — Upload part or enter manual measurements
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# ======================================================================
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@http.route(
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'/my/configurator/new', type='http', auth='user', website=True,
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methods=['GET', 'POST'], csrf=True,
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)
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def portal_configurator_step1(self, **kw):
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"""Step 1: upload part or enter manual measurements."""
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if request.httprequest.method == 'POST':
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# Save step 1 data to session
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session_data = {
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'part_name': kw.get('part_name', ''),
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'part_number': kw.get('part_number', ''),
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'substrate_material': kw.get('substrate_material', 'steel'),
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'geometry_source': kw.get('geometry_source', 'manual'),
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'surface_area': float(kw.get('surface_area', 0) or 0),
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'dimensions_length': float(kw.get('dimensions_length', 0) or 0),
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'dimensions_width': float(kw.get('dimensions_width', 0) or 0),
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'dimensions_height': float(kw.get('dimensions_height', 0) or 0),
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}
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# Handle file upload
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file_upload = kw.get('part_file')
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if file_upload and hasattr(file_upload, 'read'):
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file_data = file_upload.read()
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if file_data:
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attachment = request.env['ir.attachment'].sudo().create({
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'name': file_upload.filename,
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'datas': base64.b64encode(file_data),
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'res_model': 'fusion.plating.quote.request',
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'type': 'binary',
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})
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session_data['attachment_id'] = attachment.id
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session_data['attachment_name'] = file_upload.filename
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fname = file_upload.filename.lower()
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if fname.endswith(('.stl', '.stp', '.step', '.iges', '.igs')):
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session_data['geometry_source'] = '3d_model'
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else:
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session_data['geometry_source'] = 'pdf_drawing'
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# Try to calculate surface area for STL files
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if fname.endswith('.stl'):
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try:
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import io
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import trimesh
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mesh = trimesh.load(io.BytesIO(file_data), file_type='stl')
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# Convert mm^2 to sq in (1 sq in = 645.16 mm^2)
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session_data['surface_area'] = round(mesh.area / 645.16, 4)
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session_data['auto_calculated'] = True
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except Exception:
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_logger.info('Could not auto-calculate STL surface area (trimesh not available).')
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request.session['fp_configurator'] = session_data
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return request.redirect('/my/configurator/coating')
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# GET -- show form
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materials = [
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('aluminium', 'Aluminium'),
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('steel', 'Steel'),
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('stainless', 'Stainless Steel'),
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('copper', 'Copper'),
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('titanium', 'Titanium'),
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('other', 'Other'),
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]
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return request.render('fusion_plating_portal.portal_configurator_step1', {
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'page_name': 'fp_configurator',
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'materials': materials,
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})
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# ======================================================================
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# Step 2 — Select coating configuration
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# ======================================================================
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@http.route(
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'/my/configurator/coating', type='http', auth='user', website=True,
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methods=['GET', 'POST'], csrf=True,
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)
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def portal_configurator_step2(self, **kw):
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"""Step 2: select coating configuration."""
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session_data = request.session.get('fp_configurator', {})
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if not session_data:
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return request.redirect('/my/configurator/new')
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if request.httprequest.method == 'POST':
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coating_id = int(kw.get('coating_config_id', 0))
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quantity = int(kw.get('quantity', 1) or 1)
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session_data['coating_config_id'] = coating_id
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session_data['quantity'] = quantity
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request.session['fp_configurator'] = session_data
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return request.redirect('/my/configurator/estimate')
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coatings = request.env['fp.coating.config'].sudo().search(
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[('active', '=', True)], order='sequence',
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)
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return request.render('fusion_plating_portal.portal_configurator_step2', {
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'page_name': 'fp_configurator',
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'coatings': coatings,
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'session_data': session_data,
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})
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# ======================================================================
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# Step 3 — Estimate & submit
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# ======================================================================
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@http.route('/my/configurator/estimate', type='http', auth='user', website=True)
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def portal_configurator_step3(self, **kw):
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"""Step 3: show estimated price and submit."""
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session_data = request.session.get('fp_configurator', {})
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if not session_data or not session_data.get('coating_config_id'):
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return request.redirect('/my/configurator/new')
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coating = request.env['fp.coating.config'].sudo().browse(
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session_data['coating_config_id'],
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)
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if not coating.exists():
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return request.redirect('/my/configurator/coating')
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# Calculate estimated price from pricing rules
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estimated_price = self._estimate_price(session_data, coating)
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return request.render('fusion_plating_portal.portal_configurator_step3', {
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'page_name': 'fp_configurator',
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'session_data': session_data,
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'coating': coating,
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'estimated_price': estimated_price,
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})
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# ======================================================================
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# Submit — create quote request
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# ======================================================================
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@http.route(
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'/my/configurator/submit', type='http', auth='user', website=True,
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methods=['POST'], csrf=True,
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)
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def portal_configurator_submit(self, **kw):
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"""Submit quote request from configurator."""
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session_data = request.session.get('fp_configurator', {})
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if not session_data or not session_data.get('coating_config_id'):
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return request.redirect('/my/configurator/new')
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partner = request.env.user.partner_id
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coating = request.env['fp.coating.config'].sudo().browse(
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session_data['coating_config_id'],
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)
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# Build part description HTML
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part_desc = '<p><strong>%s</strong></p>' % (
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session_data.get('part_name', '') or 'Unnamed Part',
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)
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if session_data.get('part_number'):
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part_desc += '<p>Part Number: %s</p>' % session_data['part_number']
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part_desc += '<p>Material: %s</p>' % session_data.get('substrate_material', '')
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if session_data.get('surface_area'):
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part_desc += '<p>Surface Area: %s sq in</p>' % session_data['surface_area']
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dims = []
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for dim_key, dim_label in [
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('dimensions_length', 'L'), ('dimensions_width', 'W'), ('dimensions_height', 'H'),
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]:
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val = session_data.get(dim_key, 0)
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if val:
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dims.append('%s: %s in' % (dim_label, val))
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if dims:
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part_desc += '<p>Dimensions: %s</p>' % ', '.join(dims)
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if coating.exists():
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part_desc += '<p>Coating: %s</p>' % coating.name
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vals = {
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'partner_id': partner.id,
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'contact_name': partner.name,
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'contact_email': partner.email,
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'contact_phone': partner.phone or '',
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'company_name': partner.parent_id.name if partner.parent_id else partner.name,
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'part_description': part_desc,
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'quantity': session_data.get('quantity', 1),
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'special_instructions': kw.get('special_instructions', ''),
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}
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# Link coating process type
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if coating.exists() and coating.process_type_id:
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vals['process_type_ids'] = [(4, coating.process_type_id.id)]
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quote = request.env['fusion.plating.quote.request'].sudo().create(vals)
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# Attach uploaded file to the quote request
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attachment_id = session_data.get('attachment_id')
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if attachment_id:
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attachment = request.env['ir.attachment'].sudo().browse(attachment_id)
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if attachment.exists():
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attachment.write({
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'res_model': 'fusion.plating.quote.request',
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'res_id': quote.id,
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})
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quote.drawing_attachment_ids = [(4, attachment.id)]
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# Clear session
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request.session.pop('fp_configurator', None)
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return request.render('fusion_plating_portal.portal_configurator_success', {
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'page_name': 'fp_configurator',
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'quote': quote,
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})
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# ======================================================================
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# Pricing helper
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# ======================================================================
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def _estimate_price(self, session_data, coating):
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"""Calculate estimated price range from pricing rules.
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Returns a dict with ``min``, ``max``, and ``available`` keys.
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The range is deliberately wide (+/- 15-25%) because final quotes
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account for masking complexity, rack configuration, etc.
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"""
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rules = request.env['fp.pricing.rule'].sudo().search(
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[('active', '=', True)], order='sequence',
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)
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area = float(session_data.get('surface_area', 0))
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qty = int(session_data.get('quantity', 1))
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substrate = session_data.get('substrate_material', '')
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cert_level = coating.certification_level if coating else 'commercial'
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if not area or not rules:
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return {'min': 0, 'max': 0, 'available': False}
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# Find best matching rule (same scoring as fp.quote.configurator)
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best = None
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best_score = -1
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for rule in rules:
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score = 0
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if rule.coating_config_id:
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if rule.coating_config_id.id != coating.id:
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continue
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score += 4
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if rule.substrate_material:
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if rule.substrate_material != substrate:
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continue
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score += 2
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if rule.certification_level:
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if rule.certification_level != cert_level:
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continue
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score += 1
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if score > best_score:
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best_score = score
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best = rule
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if not best:
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return {'min': 0, 'max': 0, 'available': False}
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# Calculate base price
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if best.pricing_method == 'per_sqin':
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unit = area * best.base_rate
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elif best.pricing_method == 'per_sqft':
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unit = (area / 144.0) * best.base_rate
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elif best.pricing_method == 'per_piece':
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unit = best.base_rate
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else:
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unit = best.base_rate
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# Apply thickness factor (use min thickness from coating)
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thickness = coating.thickness_min or 1.0
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unit *= thickness * best.thickness_factor
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base_total = unit * qty + best.setup_fee
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# Apply minimum charge
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if best.minimum_charge and base_total < best.minimum_charge:
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base_total = best.minimum_charge
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# Return a range (85% to 125%) to account for complexity, masking, etc.
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return {
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'min': round(base_total * 0.85, 2),
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'max': round(base_total * 1.25, 2),
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'available': True,
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}
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