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
@@ -22,6 +22,13 @@
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Dashboard
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</li>
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<!-- Configurator -->
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<li t-if="page_name == 'fp_configurator'"
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class="breadcrumb-item active"
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aria-current="page">
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Get a Quote
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</li>
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<!-- Quote Requests list -->
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<li t-if="page_name == 'fp_quote_requests'"
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class="breadcrumb-item active"
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@@ -0,0 +1,524 @@
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<?xml version="1.0" encoding="utf-8"?>
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<!--
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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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Portal Configurator Templates -- 3-step self-service quoting wizard.
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-->
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<odoo>
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<!-- ================================================================== -->
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<!-- REUSABLE: Progress Bar (Step 1 / 2 / 3) -->
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<!-- ================================================================== -->
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<template id="portal_configurator_progress" name="Configurator Progress Bar">
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<div class="d-flex align-items-center justify-content-center mb-4">
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<t t-foreach="[('1', 'Upload Part'), ('2', 'Select Coating'), ('3', 'Review & Submit')]" t-as="step_item">
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<t t-set="step_num" t-value="step_item[0]"/>
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<t t-set="step_label" t-value="step_item[1]"/>
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<div class="d-flex align-items-center">
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<div t-attf-class="rounded-circle d-flex align-items-center justify-content-center fw-bold
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#{'bg-primary text-white' if current_step == step_num else
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'bg-success text-white' if int(current_step) > int(step_num) else
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'bg-body-tertiary text-muted'}"
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style="width: 32px; height: 32px; font-size: 0.85rem;">
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<t t-if="int(current_step) > int(step_num)">
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<i class="fa fa-check"/>
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</t>
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<t t-else="">
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<t t-out="step_num"/>
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</t>
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</div>
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<span t-attf-class="ms-2 small fw-semibold
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#{'text-primary' if current_step == step_num else
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'text-success' if int(current_step) > int(step_num) else
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'text-muted'}"
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t-out="step_label"/>
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</div>
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<t t-if="step_num != '3'">
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<div class="mx-3" style="width: 40px; height: 2px; background: var(--bs-border-color);"/>
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</t>
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</t>
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</div>
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</template>
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<!-- ================================================================== -->
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<!-- LANDING PAGE -->
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<!-- ================================================================== -->
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<template id="portal_configurator_landing" name="Configurator Landing">
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<t t-call="portal.portal_layout">
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<div class="o_fp_portal_form mt-3">
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<!-- Hero card -->
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<div class="card mb-4" style="border: 2px solid var(--bs-primary); border-radius: 12px;">
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<div class="card-body text-center py-5">
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<i class="fa fa-cog fa-3x mb-3" style="color: var(--bs-primary);"/>
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<h3 class="mb-2">Get a Quote</h3>
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<p class="text-muted mb-4" style="max-width: 500px; margin: 0 auto;">
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Use our configurator to upload your part, select a coating, and
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receive an estimated price range in minutes.
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</p>
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<a href="/my/configurator/new" class="btn btn-primary btn-lg px-5">
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<i class="fa fa-play me-2"/>Start Configurator
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</a>
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</div>
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</div>
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<!-- Recent quote requests -->
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<t t-if="quotes">
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<h5 class="mb-3">Recent Quote Requests</h5>
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<div class="table-responsive">
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<table class="table table-sm">
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<thead>
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<tr>
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<th>Reference</th>
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<th>Submitted</th>
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<th>Quantity</th>
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<th class="text-end">Status</th>
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</tr>
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</thead>
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<tbody>
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<tr t-foreach="quotes" t-as="qr">
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<td>
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<a t-att-href="'/my/quote_requests/%s' % qr.id"
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t-out="qr.name"/>
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</td>
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<td>
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<span t-field="qr.create_date" t-options='{"widget": "date"}'/>
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</td>
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<td t-out="qr.quantity"/>
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<td class="text-end">
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<span t-attf-class="badge #{
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'text-bg-secondary' if qr.state == 'new' else
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'text-bg-info' if qr.state == 'under_review' else
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'text-bg-primary' if qr.state == 'quoted' else
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'text-bg-success' if qr.state == 'accepted' else
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'text-bg-danger' if qr.state == 'declined' else
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'text-bg-warning'}"
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t-out="dict(qr._fields['state']._description_selection(qr.env)).get(qr.state)"/>
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</td>
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</tr>
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</tbody>
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</table>
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</div>
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</t>
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</div>
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</t>
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</template>
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<!-- ================================================================== -->
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<!-- STEP 1 — Upload Part / Manual Measurements -->
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<!-- ================================================================== -->
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<template id="portal_configurator_step1" name="Configurator Step 1 — Upload Part">
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<t t-call="portal.portal_layout">
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<div class="o_fp_portal_form mt-3" style="max-width: 720px; margin: 0 auto;">
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<!-- Progress bar -->
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<t t-set="current_step" t-value="'1'"/>
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<t t-call="fusion_plating_portal.portal_configurator_progress"/>
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<div class="card">
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<div class="card-header">
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<h5 class="mb-0">
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<i class="fa fa-cube me-2"/>Part Information
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</h5>
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</div>
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<div class="card-body">
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<form method="POST" action="/my/configurator/new"
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enctype="multipart/form-data">
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<input type="hidden" name="csrf_token" t-att-value="request.csrf_token()"/>
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<!-- Part Name & Number -->
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<div class="row mb-3">
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<div class="col-md-6">
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<label for="part_name" class="form-label">Part Name *</label>
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<input type="text" id="part_name" name="part_name"
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class="form-control" required="required"
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placeholder="e.g. Bearing Housing"/>
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</div>
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<div class="col-md-6">
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<label for="part_number" class="form-label">Part Number</label>
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<input type="text" id="part_number" name="part_number"
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class="form-control"
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placeholder="e.g. BH-2024-001"/>
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</div>
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</div>
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<!-- Substrate Material -->
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<div class="mb-3">
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<label for="substrate_material" class="form-label">Substrate Material *</label>
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<select id="substrate_material" name="substrate_material"
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class="form-select" required="required">
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<t t-foreach="materials" t-as="mat">
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<option t-att-value="mat[0]" t-out="mat[1]"/>
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</t>
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</select>
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</div>
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<!-- File Upload -->
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<div class="mb-4">
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<label class="form-label">Part Drawing or 3D Model</label>
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<div class="o_fp_file_drop_zone p-4">
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<i class="fa fa-cloud-upload"/>
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<p class="mb-1 fw-semibold">
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Drag and drop your file here, or click to browse
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</p>
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<p class="small text-muted mb-2">
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Accepted: STL, STP, STEP, IGES, PDF (max 50 MB)
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</p>
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<input type="file" name="part_file" id="part_file"
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class="form-control"
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accept=".stl,.stp,.step,.iges,.igs,.pdf"/>
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</div>
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</div>
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<hr class="my-4"/>
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<!-- Manual Measurements -->
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<h6 class="mb-3">
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<i class="fa fa-ruler-combined me-2"/>Manual Measurements
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<span class="text-muted small fw-normal ms-2">
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(if no 3D model uploaded)
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</span>
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</h6>
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<input type="hidden" name="geometry_source" value="manual"/>
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<div class="row mb-3">
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<div class="col-md-4">
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<label for="dimensions_length" class="form-label">Length (in)</label>
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<input type="number" step="0.001" min="0"
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id="dimensions_length" name="dimensions_length"
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class="form-control" placeholder="0.000"/>
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</div>
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<div class="col-md-4">
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<label for="dimensions_width" class="form-label">Width (in)</label>
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<input type="number" step="0.001" min="0"
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id="dimensions_width" name="dimensions_width"
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class="form-control" placeholder="0.000"/>
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</div>
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<div class="col-md-4">
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<label for="dimensions_height" class="form-label">Height (in)</label>
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<input type="number" step="0.001" min="0"
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id="dimensions_height" name="dimensions_height"
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class="form-control" placeholder="0.000"/>
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</div>
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</div>
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<div class="mb-4">
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<label for="surface_area" class="form-label">
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Surface Area (sq in)
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<span class="text-muted small fw-normal ms-1">
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-- auto-calculated if STL uploaded
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</span>
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</label>
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<input type="number" step="0.0001" min="0"
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id="surface_area" name="surface_area"
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class="form-control" placeholder="0.0000"/>
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</div>
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<!-- Navigation -->
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<div class="d-flex justify-content-between">
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<a href="/my/configurator" class="btn btn-outline-secondary">
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<i class="fa fa-arrow-left me-1"/>Cancel
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</a>
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<button type="submit" class="btn btn-primary">
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Next: Select Coating
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<i class="fa fa-arrow-right ms-1"/>
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</button>
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</div>
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</form>
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</div>
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</div>
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</div>
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</t>
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</template>
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<!-- ================================================================== -->
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<!-- STEP 2 — Select Coating Configuration -->
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<!-- ================================================================== -->
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<template id="portal_configurator_step2" name="Configurator Step 2 — Select Coating">
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<t t-call="portal.portal_layout">
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<div class="o_fp_portal_form mt-3" style="max-width: 900px; margin: 0 auto;">
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<!-- Progress bar -->
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<t t-set="current_step" t-value="'2'"/>
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<t t-call="fusion_plating_portal.portal_configurator_progress"/>
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<form method="POST" action="/my/configurator/coating">
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<input type="hidden" name="csrf_token" t-att-value="request.csrf_token()"/>
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<input type="hidden" name="coating_config_id" id="coating_config_id" value="0"/>
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<!-- Part summary -->
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<div class="alert alert-info d-flex align-items-center mb-4" role="alert">
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<i class="fa fa-cube me-3 fa-lg"/>
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<div>
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<strong t-out="session_data.get('part_name', 'Part')"/>
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<span t-if="session_data.get('part_number')"
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class="text-muted ms-2">
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(<t t-out="session_data.get('part_number')"/>)
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</span>
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<span class="ms-3 badge text-bg-secondary" t-out="session_data.get('substrate_material', '')"/>
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<span t-if="session_data.get('surface_area')" class="ms-2 small">
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<t t-out="session_data.get('surface_area')"/> sq in
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</span>
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</div>
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</div>
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<!-- Coating cards grid -->
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<h5 class="mb-3">Select a Coating Configuration</h5>
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<t t-if="not coatings">
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<div class="alert alert-warning">
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No coating configurations are available. Please contact us directly.
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</div>
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</t>
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<div class="row g-3 mb-4">
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<t t-foreach="coatings" t-as="coat">
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<div class="col-md-6 col-lg-4">
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<div class="card h-100 o_fp_portal_card o_fp_coating_card"
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style="cursor: pointer; transition: border-color 150ms, box-shadow 150ms;"
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t-att-data-coating-id="coat.id"
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t-attf-onclick="
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document.querySelectorAll('.o_fp_coating_card').forEach(c => {
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c.style.borderColor = '';
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c.style.boxShadow = '';
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});
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this.style.borderColor = 'var(--bs-primary)';
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this.style.boxShadow = '0 0 0 2px var(--bs-primary)';
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document.getElementById('coating_config_id').value = this.dataset.coatingId;
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">
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<div class="card-body">
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<h6 class="card-title mb-2" style="color: var(--bs-body-color);">
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<t t-out="coat.name"/>
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</h6>
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<p t-if="coat.process_type_id" class="small text-muted mb-1">
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<i class="fa fa-flask me-1"/>
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<t t-out="coat.process_type_id.name"/>
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</p>
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<p t-if="coat.spec_reference" class="small text-muted mb-1">
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<i class="fa fa-bookmark me-1"/>
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<t t-out="coat.spec_reference"/>
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</p>
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<p t-if="coat.thickness_min or coat.thickness_max" class="small text-muted mb-1">
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<i class="fa fa-arrows-v me-1"/>
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<t t-if="coat.thickness_min" t-out="coat.thickness_min"/>
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<t t-if="coat.thickness_min and coat.thickness_max"> - </t>
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<t t-if="coat.thickness_max" t-out="coat.thickness_max"/>
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<t t-out="coat.thickness_uom or 'mils'"/>
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</p>
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<p t-if="coat.certification_level and coat.certification_level != 'commercial'"
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class="small mb-0">
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<span class="badge text-bg-warning">
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<t t-out="dict(coat._fields['certification_level']._description_selection(coat.env)).get(coat.certification_level)"/>
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</span>
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</p>
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<p t-if="coat.description" class="small text-muted mt-2 mb-0"
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t-out="coat.description"/>
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</div>
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</div>
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</div>
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</t>
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</div>
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<!-- Quantity -->
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<div class="row mb-4">
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<div class="col-md-4">
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<label for="quantity" class="form-label fw-semibold">Quantity</label>
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<input type="number" id="quantity" name="quantity"
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class="form-control" min="1" value="1" required="required"/>
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</div>
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</div>
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<!-- Navigation -->
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<div class="d-flex justify-content-between">
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<a href="/my/configurator/new" class="btn btn-outline-secondary">
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<i class="fa fa-arrow-left me-1"/>Back
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</a>
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<button type="submit" class="btn btn-primary">
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Next: View Estimate
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<i class="fa fa-arrow-right ms-1"/>
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</button>
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||||
</div>
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||||
</form>
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||||
|
||||
</div>
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||||
</t>
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||||
</template>
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||||
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<!-- ================================================================== -->
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<!-- STEP 3 — Estimate & Submit -->
|
||||
<!-- ================================================================== -->
|
||||
<template id="portal_configurator_step3" name="Configurator Step 3 — Estimate & Submit">
|
||||
<t t-call="portal.portal_layout">
|
||||
<div class="o_fp_portal_form mt-3" style="max-width: 720px; margin: 0 auto;">
|
||||
|
||||
<!-- Progress bar -->
|
||||
<t t-set="current_step" t-value="'3'"/>
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||||
<t t-call="fusion_plating_portal.portal_configurator_progress"/>
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||||
|
||||
<!-- Summary card -->
|
||||
<div class="card mb-4">
|
||||
<div class="card-header">
|
||||
<h5 class="mb-0">
|
||||
<i class="fa fa-clipboard me-2"/>Quote Summary
|
||||
</h5>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
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||||
<!-- Part details -->
|
||||
<div class="row mb-3">
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||||
<div class="col-sm-4 text-muted small fw-semibold">Part</div>
|
||||
<div class="col-sm-8">
|
||||
<strong t-out="session_data.get('part_name', '')"/>
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||||
<span t-if="session_data.get('part_number')" class="text-muted ms-1">
|
||||
(<t t-out="session_data.get('part_number')"/>)
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||||
</span>
|
||||
</div>
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||||
</div>
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||||
<div class="row mb-3">
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<div class="col-sm-4 text-muted small fw-semibold">Material</div>
|
||||
<div class="col-sm-8" t-out="session_data.get('substrate_material', '')"/>
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||||
</div>
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<div t-if="session_data.get('surface_area')" class="row mb-3">
|
||||
<div class="col-sm-4 text-muted small fw-semibold">Surface Area</div>
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||||
<div class="col-sm-8">
|
||||
<t t-out="session_data.get('surface_area')"/> sq in
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||||
<span t-if="session_data.get('auto_calculated')"
|
||||
class="badge text-bg-info ms-2">Auto-calculated from STL</span>
|
||||
</div>
|
||||
</div>
|
||||
<div t-if="session_data.get('attachment_name')" class="row mb-3">
|
||||
<div class="col-sm-4 text-muted small fw-semibold">Uploaded File</div>
|
||||
<div class="col-sm-8">
|
||||
<i class="fa fa-paperclip me-1"/>
|
||||
<t t-out="session_data.get('attachment_name')"/>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<hr/>
|
||||
|
||||
<!-- Coating details -->
|
||||
<div class="row mb-3">
|
||||
<div class="col-sm-4 text-muted small fw-semibold">Coating</div>
|
||||
<div class="col-sm-8">
|
||||
<strong t-out="coating.name"/>
|
||||
</div>
|
||||
</div>
|
||||
<div t-if="coating.spec_reference" class="row mb-3">
|
||||
<div class="col-sm-4 text-muted small fw-semibold">Spec</div>
|
||||
<div class="col-sm-8" t-out="coating.spec_reference"/>
|
||||
</div>
|
||||
<div class="row mb-3">
|
||||
<div class="col-sm-4 text-muted small fw-semibold">Quantity</div>
|
||||
<div class="col-sm-8" t-out="session_data.get('quantity', 1)"/>
|
||||
</div>
|
||||
|
||||
<hr/>
|
||||
|
||||
<!-- Estimated Price -->
|
||||
<div class="text-center py-3">
|
||||
<t t-if="estimated_price.get('available')">
|
||||
<p class="text-muted small mb-2">Estimated Price Range</p>
|
||||
<p class="display-6 fw-bold mb-1" style="color: var(--bs-primary);">
|
||||
$<t t-out="'{:,.2f}'.format(estimated_price['min'])"/>
|
||||
<span class="text-muted mx-2" style="font-size: 0.6em;">to</span>
|
||||
$<t t-out="'{:,.2f}'.format(estimated_price['max'])"/>
|
||||
</p>
|
||||
<p class="text-muted small mb-0">
|
||||
Final pricing depends on masking complexity, batch size, and inspection requirements.
|
||||
</p>
|
||||
</t>
|
||||
<t t-else="">
|
||||
<div class="alert alert-secondary mb-0">
|
||||
<i class="fa fa-info-circle me-2"/>
|
||||
We could not calculate an automatic estimate for this configuration.
|
||||
Our team will provide a detailed quote after reviewing your request.
|
||||
</div>
|
||||
</t>
|
||||
</div>
|
||||
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Submit form -->
|
||||
<div class="card">
|
||||
<div class="card-body">
|
||||
<form method="POST" action="/my/configurator/submit">
|
||||
<input type="hidden" name="csrf_token" t-att-value="request.csrf_token()"/>
|
||||
|
||||
<div class="mb-3">
|
||||
<label for="special_instructions" class="form-label fw-semibold">
|
||||
Special Instructions
|
||||
<span class="text-muted small fw-normal">(optional)</span>
|
||||
</label>
|
||||
<textarea id="special_instructions" name="special_instructions"
|
||||
class="form-control" rows="3"
|
||||
placeholder="Masking requirements, delivery preferences, certifications needed, etc."/>
|
||||
</div>
|
||||
|
||||
<div class="alert alert-light border small mb-4">
|
||||
<i class="fa fa-clock-o me-1"/>
|
||||
Our team will review your request and provide a detailed quote
|
||||
within 24 hours (business days).
|
||||
</div>
|
||||
|
||||
<!-- Navigation -->
|
||||
<div class="d-flex justify-content-between">
|
||||
<a href="/my/configurator/coating" class="btn btn-outline-secondary">
|
||||
<i class="fa fa-arrow-left me-1"/>Back
|
||||
</a>
|
||||
<button type="submit" class="btn btn-primary btn-lg">
|
||||
<i class="fa fa-paper-plane me-2"/>Submit Quote Request
|
||||
</button>
|
||||
</div>
|
||||
</form>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
</div>
|
||||
</t>
|
||||
</template>
|
||||
|
||||
<!-- ================================================================== -->
|
||||
<!-- SUCCESS PAGE -->
|
||||
<!-- ================================================================== -->
|
||||
<template id="portal_configurator_success" name="Configurator — Quote Submitted">
|
||||
<t t-call="portal.portal_layout">
|
||||
<div class="o_fp_portal_form mt-3" style="max-width: 600px; margin: 0 auto;">
|
||||
<div class="card text-center py-5">
|
||||
<div class="card-body">
|
||||
<div class="mb-3">
|
||||
<i class="fa fa-check-circle fa-4x" style="color: var(--bs-success);"/>
|
||||
</div>
|
||||
<h3 class="mb-3">Quote Request Submitted</h3>
|
||||
<p class="text-muted mb-1">
|
||||
Your request has been received with reference:
|
||||
</p>
|
||||
<p class="fw-bold fs-5 mb-4" style="color: var(--bs-primary);">
|
||||
<t t-out="quote.name"/>
|
||||
</p>
|
||||
<p class="text-muted small mb-4">
|
||||
Our estimating team will review your part details and coating
|
||||
selection, then send you a detailed quote within 24 hours
|
||||
(business days). You can track the status from your portal.
|
||||
</p>
|
||||
<div class="d-flex justify-content-center gap-3">
|
||||
<a t-att-href="'/my/quote_requests/%s' % quote.id"
|
||||
class="btn btn-primary">
|
||||
<i class="fa fa-eye me-1"/>View Quote Request
|
||||
</a>
|
||||
<a href="/my/configurator" class="btn btn-outline-secondary">
|
||||
<i class="fa fa-plus me-1"/>Start Another
|
||||
</a>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</t>
|
||||
</template>
|
||||
|
||||
</odoo>
|
||||
@@ -26,7 +26,10 @@
|
||||
|
||||
<!-- Quick Actions bar -->
|
||||
<div class="d-flex flex-wrap gap-2 mb-4">
|
||||
<a href="/my/quote_requests/new" class="btn btn-primary">
|
||||
<a href="/my/configurator" class="btn btn-primary">
|
||||
<i class="fa fa-cog me-1"/>Get a Quote
|
||||
</a>
|
||||
<a href="/my/quote_requests/new" class="btn btn-outline-primary">
|
||||
<i class="fa fa-plus me-1"/>Request Quote
|
||||
</a>
|
||||
<a href="/my/quote_requests" class="btn btn-outline-secondary">
|
||||
@@ -354,6 +357,11 @@
|
||||
customize_show="True"
|
||||
priority="40">
|
||||
<xpath expr="//div[hasclass('o_portal_docs')]" position="inside">
|
||||
<t t-call="portal.portal_docs_entry">
|
||||
<t t-set="title">Get a Quote</t>
|
||||
<t t-set="url" t-value="'/my/configurator'"/>
|
||||
<t t-set="placeholder_count" t-value="'fp_quote_request_count'"/>
|
||||
</t>
|
||||
<t t-call="portal.portal_docs_entry">
|
||||
<t t-set="title">Quote Requests</t>
|
||||
<t t-set="url" t-value="'/my/quote_requests'"/>
|
||||
|
||||
Reference in New Issue
Block a user