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>

fusion-plating/fusion_plating_portal/__manifest__.py

@@ -43,6 +43,7 @@ Copyright (c) 2026 Nexa Systems Inc. All rights reserved.
     'currency': 'CAD',
     'depends': [
         'fusion_plating',
+        'fusion_plating_configurator',
         'portal',
         'website',
         'mail',
@@ -57,6 +58,7 @@ Copyright (c) 2026 Nexa Systems Inc. All rights reserved.
         'views/fp_quote_request_views.xml',
         'views/fp_portal_dashboard.xml',
         'views/fp_portal_templates.xml',
+        'views/fp_portal_configurator_templates.xml',
         'views/fp_portal_breadcrumbs.xml',
         'views/fp_menu.xml',
     ],

fusion-plating/fusion_plating_portal/controllers/__init__.py

@@ -4,3 +4,4 @@
 # Part of the Fusion Plating product family.
 
 from . import portal
+from . import portal_configurator

fusion-plating/fusion_plating_portal/controllers/portal_configurator.py

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

fusion-plating/fusion_plating_portal/views/fp_portal_breadcrumbs.xml

@@ -22,6 +22,13 @@
                 Dashboard
             </li>
 
+            <!-- Configurator -->
+            <li t-if="page_name == 'fp_configurator'"
+                class="breadcrumb-item active"
+                aria-current="page">
+                Get a Quote
+            </li>
+
             <!-- Quote Requests list -->
             <li t-if="page_name == 'fp_quote_requests'"
                 class="breadcrumb-item active"

fusion-plating/fusion_plating_portal/views/fp_portal_configurator_templates.xml

@@ -0,0 +1,524 @@
+<?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.
+
+    Portal Configurator Templates -- 3-step self-service quoting wizard.
+-->
+<odoo>
+
+    <!-- ================================================================== -->
+    <!-- REUSABLE: Progress Bar (Step 1 / 2 / 3)                           -->
+    <!-- ================================================================== -->
+    <template id="portal_configurator_progress" name="Configurator Progress Bar">
+        <div class="d-flex align-items-center justify-content-center mb-4">
+            <t t-foreach="[('1', 'Upload Part'), ('2', 'Select Coating'), ('3', 'Review &amp; Submit')]" t-as="step_item">
+                <t t-set="step_num" t-value="step_item[0]"/>
+                <t t-set="step_label" t-value="step_item[1]"/>
+                <div class="d-flex align-items-center">
+                    <div t-attf-class="rounded-circle d-flex align-items-center justify-content-center fw-bold
+                        #{'bg-primary text-white' if current_step == step_num else
+                          'bg-success text-white' if int(current_step) > int(step_num) else
+                          'bg-body-tertiary text-muted'}"
+                         style="width: 32px; height: 32px; font-size: 0.85rem;">
+                        <t t-if="int(current_step) > int(step_num)">
+                            <i class="fa fa-check"/>
+                        </t>
+                        <t t-else="">
+                            <t t-out="step_num"/>
+                        </t>
+                    </div>
+                    <span t-attf-class="ms-2 small fw-semibold
+                        #{'text-primary' if current_step == step_num else
+                          'text-success' if int(current_step) > int(step_num) else
+                          'text-muted'}"
+                          t-out="step_label"/>
+                </div>
+                <t t-if="step_num != '3'">
+                    <div class="mx-3" style="width: 40px; height: 2px; background: var(--bs-border-color);"/>
+                </t>
+            </t>
+        </div>
+    </template>
+
+    <!-- ================================================================== -->
+    <!-- LANDING PAGE                                                       -->
+    <!-- ================================================================== -->
+    <template id="portal_configurator_landing" name="Configurator Landing">
+        <t t-call="portal.portal_layout">
+            <div class="o_fp_portal_form mt-3">
+
+                <!-- Hero card -->
+                <div class="card mb-4" style="border: 2px solid var(--bs-primary); border-radius: 12px;">
+                    <div class="card-body text-center py-5">
+                        <i class="fa fa-cog fa-3x mb-3" style="color: var(--bs-primary);"/>
+                        <h3 class="mb-2">Get a Quote</h3>
+                        <p class="text-muted mb-4" style="max-width: 500px; margin: 0 auto;">
+                            Use our configurator to upload your part, select a coating, and
+                            receive an estimated price range in minutes.
+                        </p>
+                        <a href="/my/configurator/new" class="btn btn-primary btn-lg px-5">
+                            <i class="fa fa-play me-2"/>Start Configurator
+                        </a>
+                    </div>
+                </div>
+
+                <!-- Recent quote requests -->
+                <t t-if="quotes">
+                    <h5 class="mb-3">Recent Quote Requests</h5>
+                    <div class="table-responsive">
+                        <table class="table table-sm">
+                            <thead>
+                                <tr>
+                                    <th>Reference</th>
+                                    <th>Submitted</th>
+                                    <th>Quantity</th>
+                                    <th class="text-end">Status</th>
+                                </tr>
+                            </thead>
+                            <tbody>
+                                <tr t-foreach="quotes" t-as="qr">
+                                    <td>
+                                        <a t-att-href="'/my/quote_requests/%s' % qr.id"
+                                           t-out="qr.name"/>
+                                    </td>
+                                    <td>
+                                        <span t-field="qr.create_date" t-options='{"widget": "date"}'/>
+                                    </td>
+                                    <td t-out="qr.quantity"/>
+                                    <td class="text-end">
+                                        <span t-attf-class="badge #{
+                                            'text-bg-secondary' if qr.state == 'new' else
+                                            'text-bg-info' if qr.state == 'under_review' else
+                                            'text-bg-primary' if qr.state == 'quoted' else
+                                            'text-bg-success' if qr.state == 'accepted' else
+                                            'text-bg-danger' if qr.state == 'declined' else
+                                            'text-bg-warning'}"
+                                              t-out="dict(qr._fields['state']._description_selection(qr.env)).get(qr.state)"/>
+                                    </td>
+                                </tr>
+                            </tbody>
+                        </table>
+                    </div>
+                </t>
+
+            </div>
+        </t>
+    </template>
+
+    <!-- ================================================================== -->
+    <!-- STEP 1 — Upload Part / Manual Measurements                        -->
+    <!-- ================================================================== -->
+    <template id="portal_configurator_step1" name="Configurator Step 1 — Upload Part">
+        <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="'1'"/>
+                <t t-call="fusion_plating_portal.portal_configurator_progress"/>
+
+                <div class="card">
+                    <div class="card-header">
+                        <h5 class="mb-0">
+                            <i class="fa fa-cube me-2"/>Part Information
+                        </h5>
+                    </div>
+                    <div class="card-body">
+                        <form method="POST" action="/my/configurator/new"
+                              enctype="multipart/form-data">
+                            <input type="hidden" name="csrf_token" t-att-value="request.csrf_token()"/>
+
+                            <!-- Part Name & Number -->
+                            <div class="row mb-3">
+                                <div class="col-md-6">
+                                    <label for="part_name" class="form-label">Part Name *</label>
+                                    <input type="text" id="part_name" name="part_name"
+                                           class="form-control" required="required"
+                                           placeholder="e.g. Bearing Housing"/>
+                                </div>
+                                <div class="col-md-6">
+                                    <label for="part_number" class="form-label">Part Number</label>
+                                    <input type="text" id="part_number" name="part_number"
+                                           class="form-control"
+                                           placeholder="e.g. BH-2024-001"/>
+                                </div>
+                            </div>
+
+                            <!-- Substrate Material -->
+                            <div class="mb-3">
+                                <label for="substrate_material" class="form-label">Substrate Material *</label>
+                                <select id="substrate_material" name="substrate_material"
+                                        class="form-select" required="required">
+                                    <t t-foreach="materials" t-as="mat">
+                                        <option t-att-value="mat[0]" t-out="mat[1]"/>
+                                    </t>
+                                </select>
+                            </div>
+
+                            <!-- File Upload -->
+                            <div class="mb-4">
+                                <label class="form-label">Part Drawing or 3D Model</label>
+                                <div class="o_fp_file_drop_zone p-4">
+                                    <i class="fa fa-cloud-upload"/>
+                                    <p class="mb-1 fw-semibold">
+                                        Drag and drop your file here, or click to browse
+                                    </p>
+                                    <p class="small text-muted mb-2">
+                                        Accepted: STL, STP, STEP, IGES, PDF (max 50 MB)
+                                    </p>
+                                    <input type="file" name="part_file" id="part_file"
+                                           class="form-control"
+                                           accept=".stl,.stp,.step,.iges,.igs,.pdf"/>
+                                </div>
+                            </div>
+
+                            <hr class="my-4"/>
+
+                            <!-- Manual Measurements -->
+                            <h6 class="mb-3">
+                                <i class="fa fa-ruler-combined me-2"/>Manual Measurements
+                                <span class="text-muted small fw-normal ms-2">
+                                    (if no 3D model uploaded)
+                                </span>
+                            </h6>
+
+                            <input type="hidden" name="geometry_source" value="manual"/>
+
+                            <div class="row mb-3">
+                                <div class="col-md-4">
+                                    <label for="dimensions_length" class="form-label">Length (in)</label>
+                                    <input type="number" step="0.001" min="0"
+                                           id="dimensions_length" name="dimensions_length"
+                                           class="form-control" placeholder="0.000"/>
+                                </div>
+                                <div class="col-md-4">
+                                    <label for="dimensions_width" class="form-label">Width (in)</label>
+                                    <input type="number" step="0.001" min="0"
+                                           id="dimensions_width" name="dimensions_width"
+                                           class="form-control" placeholder="0.000"/>
+                                </div>
+                                <div class="col-md-4">
+                                    <label for="dimensions_height" class="form-label">Height (in)</label>
+                                    <input type="number" step="0.001" min="0"
+                                           id="dimensions_height" name="dimensions_height"
+                                           class="form-control" placeholder="0.000"/>
+                                </div>
+                            </div>
+
+                            <div class="mb-4">
+                                <label for="surface_area" class="form-label">
+                                    Surface Area (sq in)
+                                    <span class="text-muted small fw-normal ms-1">
+                                        -- auto-calculated if STL uploaded
+                                    </span>
+                                </label>
+                                <input type="number" step="0.0001" min="0"
+                                       id="surface_area" name="surface_area"
+                                       class="form-control" placeholder="0.0000"/>
+                            </div>
+
+                            <!-- Navigation -->
+                            <div class="d-flex justify-content-between">
+                                <a href="/my/configurator" class="btn btn-outline-secondary">
+                                    <i class="fa fa-arrow-left me-1"/>Cancel
+                                </a>
+                                <button type="submit" class="btn btn-primary">
+                                    Next: Select Coating
+                                    <i class="fa fa-arrow-right ms-1"/>
+                                </button>
+                            </div>
+                        </form>
+                    </div>
+                </div>
+
+            </div>
+        </t>
+    </template>
+
+    <!-- ================================================================== -->
+    <!-- STEP 2 — Select Coating Configuration                             -->
+    <!-- ================================================================== -->
+    <template id="portal_configurator_step2" name="Configurator Step 2 — Select Coating">
+        <t t-call="portal.portal_layout">
+            <div class="o_fp_portal_form mt-3" style="max-width: 900px; margin: 0 auto;">
+
+                <!-- Progress bar -->
+                <t t-set="current_step" t-value="'2'"/>
+                <t t-call="fusion_plating_portal.portal_configurator_progress"/>
+
+                <form method="POST" action="/my/configurator/coating">
+                    <input type="hidden" name="csrf_token" t-att-value="request.csrf_token()"/>
+                    <input type="hidden" name="coating_config_id" id="coating_config_id" value="0"/>
+
+                    <!-- Part summary -->
+                    <div class="alert alert-info d-flex align-items-center mb-4" role="alert">
+                        <i class="fa fa-cube me-3 fa-lg"/>
+                        <div>
+                            <strong t-out="session_data.get('part_name', 'Part')"/>
+                            <span t-if="session_data.get('part_number')"
+                                  class="text-muted ms-2">
+                                (<t t-out="session_data.get('part_number')"/>)
+                            </span>
+                            <span class="ms-3 badge text-bg-secondary" t-out="session_data.get('substrate_material', '')"/>
+                            <span t-if="session_data.get('surface_area')" class="ms-2 small">
+                                <t t-out="session_data.get('surface_area')"/> sq in
+                            </span>
+                        </div>
+                    </div>
+
+                    <!-- Coating cards grid -->
+                    <h5 class="mb-3">Select a Coating Configuration</h5>
+
+                    <t t-if="not coatings">
+                        <div class="alert alert-warning">
+                            No coating configurations are available. Please contact us directly.
+                        </div>
+                    </t>
+
+                    <div class="row g-3 mb-4">
+                        <t t-foreach="coatings" t-as="coat">
+                            <div class="col-md-6 col-lg-4">
+                                <div class="card h-100 o_fp_portal_card o_fp_coating_card"
+                                     style="cursor: pointer; transition: border-color 150ms, box-shadow 150ms;"
+                                     t-att-data-coating-id="coat.id"
+                                     t-attf-onclick="
+                                        document.querySelectorAll('.o_fp_coating_card').forEach(c => {
+                                            c.style.borderColor = '';
+                                            c.style.boxShadow = '';
+                                        });
+                                        this.style.borderColor = 'var(--bs-primary)';
+                                        this.style.boxShadow = '0 0 0 2px var(--bs-primary)';
+                                        document.getElementById('coating_config_id').value = this.dataset.coatingId;
+                                     ">
+                                    <div class="card-body">
+                                        <h6 class="card-title mb-2" style="color: var(--bs-body-color);">
+                                            <t t-out="coat.name"/>
+                                        </h6>
+                                        <p t-if="coat.process_type_id" class="small text-muted mb-1">
+                                            <i class="fa fa-flask me-1"/>
+                                            <t t-out="coat.process_type_id.name"/>
+                                        </p>
+                                        <p t-if="coat.spec_reference" class="small text-muted mb-1">
+                                            <i class="fa fa-bookmark me-1"/>
+                                            <t t-out="coat.spec_reference"/>
+                                        </p>
+                                        <p t-if="coat.thickness_min or coat.thickness_max" class="small text-muted mb-1">
+                                            <i class="fa fa-arrows-v me-1"/>
+                                            <t t-if="coat.thickness_min" t-out="coat.thickness_min"/>
+                                            <t t-if="coat.thickness_min and coat.thickness_max"> - </t>
+                                            <t t-if="coat.thickness_max" t-out="coat.thickness_max"/>
+                                            <t t-out="coat.thickness_uom or 'mils'"/>
+                                        </p>
+                                        <p t-if="coat.certification_level and coat.certification_level != 'commercial'"
+                                           class="small mb-0">
+                                            <span class="badge text-bg-warning">
+                                                <t t-out="dict(coat._fields['certification_level']._description_selection(coat.env)).get(coat.certification_level)"/>
+                                            </span>
+                                        </p>
+                                        <p t-if="coat.description" class="small text-muted mt-2 mb-0"
+                                           t-out="coat.description"/>
+                                    </div>
+                                </div>
+                            </div>
+                        </t>
+                    </div>
+
+                    <!-- Quantity -->
+                    <div class="row mb-4">
+                        <div class="col-md-4">
+                            <label for="quantity" class="form-label fw-semibold">Quantity</label>
+                            <input type="number" id="quantity" name="quantity"
+                                   class="form-control" min="1" value="1" required="required"/>
+                        </div>
+                    </div>
+
+                    <!-- Navigation -->
+                    <div class="d-flex justify-content-between">
+                        <a href="/my/configurator/new" class="btn btn-outline-secondary">
+                            <i class="fa fa-arrow-left me-1"/>Back
+                        </a>
+                        <button type="submit" class="btn btn-primary">
+                            Next: View Estimate
+                            <i class="fa fa-arrow-right ms-1"/>
+                        </button>
+                    </div>
+                </form>
+
+            </div>
+        </t>
+    </template>
+
+    <!-- ================================================================== -->
+    <!-- STEP 3 — Estimate & Submit                                        -->
+    <!-- ================================================================== -->
+    <template id="portal_configurator_step3" name="Configurator Step 3 — Estimate &amp; 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'"/>
+                <t t-call="fusion_plating_portal.portal_configurator_progress"/>
+
+                <!-- 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">
+
+                        <!-- Part details -->
+                        <div class="row mb-3">
+                            <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', '')"/>
+                                <span t-if="session_data.get('part_number')" class="text-muted ms-1">
+                                    (<t t-out="session_data.get('part_number')"/>)
+                                </span>
+                            </div>
+                        </div>
+                        <div class="row mb-3">
+                            <div class="col-sm-4 text-muted small fw-semibold">Material</div>
+                            <div class="col-sm-8" t-out="session_data.get('substrate_material', '')"/>
+                        </div>
+                        <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>
+                            <div class="col-sm-8">
+                                <t t-out="session_data.get('surface_area')"/> sq in
+                                <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>

fusion-plating/fusion_plating_portal/views/fp_portal_dashboard.xml

@@ -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'"/>