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