changes

fusion_claims/tests/__init__.py

@@ -2,3 +2,4 @@
 
 from . import test_signed_pages_gate
 from . import test_application_received_wizard
+from . import test_dashboard

fusion_claims/tests/test_dashboard.py

@@ -0,0 +1,59 @@
+# -*- coding: utf-8 -*-
+from odoo.tests.common import TransactionCase, tagged
+
+
+@tagged('-at_install', 'post_install', 'fusion_claims')
+class TestFusionClaimsDashboard(TransactionCase):
+
+    @classmethod
+    def setUpClass(cls):
+        super().setUpClass()
+        cls.Dashboard = cls.env['fusion.claims.dashboard']
+        cls.User = cls.env['res.users']
+        cls.Partner = cls.env['res.partner']
+
+        # Manager user (sees everything)
+        cls.manager = cls.User.create({
+            'name': 'Test Dashboard Manager',
+            'login': 'test_dash_mgr',
+            'group_ids': [
+                (4, cls.env.ref('fusion_claims.group_fusion_claims_manager').id),
+                (4, cls.env.ref('sales_team.group_sale_salesman').id),
+            ],
+        })
+
+        # Sales rep (sees only own cases)
+        cls.salesrep = cls.User.create({
+            'name': 'Test Dashboard Salesrep',
+            'login': 'test_dash_rep',
+            'group_ids': [
+                (4, cls.env.ref('fusion_claims.group_fusion_claims_user').id),
+                (4, cls.env.ref('sales_team.group_sale_salesman').id),
+            ],
+        })
+
+        cls.partner = cls.Partner.create({'name': 'Test Client'})
+
+    def test_dashboard_record_creates(self):
+        dashboard = self.Dashboard.create({})
+        self.assertTrue(dashboard.id, "Dashboard record should be creatable")
+        self.assertEqual(dashboard.name, 'Dashboard')
+
+    def test_role_filter_empty_for_manager(self):
+        dashboard = self.Dashboard.with_user(self.manager).create({})
+        self.assertEqual(dashboard._role_filter_domain(), [],
+                         "Manager should see all cases (empty domain)")
+
+    def test_role_filter_restricts_for_salesrep(self):
+        dashboard = self.Dashboard.with_user(self.salesrep).create({})
+        domain = dashboard._role_filter_domain()
+        self.assertEqual(domain, [('user_id', '=', self.salesrep.id)],
+                         "Sales rep should see only their own SOs")
+
+    def test_is_manager_true_for_manager(self):
+        dashboard = self.Dashboard.with_user(self.manager).create({})
+        self.assertTrue(dashboard.is_manager)
+
+    def test_is_manager_false_for_salesrep(self):
+        dashboard = self.Dashboard.with_user(self.salesrep).create({})
+        self.assertFalse(dashboard.is_manager)

fusion_plating/fusion_plating_certificates/__manifest__.py

@@ -5,7 +5,7 @@
 
 {
     'name': 'Fusion Plating — Certificates',
-    'version': '19.0.7.7.0',
+    'version': '19.0.7.8.0',
     'category': 'Manufacturing/Plating',
     'summary': 'Certificate registry for CoC, thickness reports, and quality documents.',
     'description': """

fusion_plating/fusion_plating_certificates/models/fp_certificate.py

@@ -594,8 +594,41 @@ class FpCertificate(models.Model):
                 _logger.warning(
                     'Cert %s: PDF render failed: %s', rec.name, e,
                 )
+            # Back-fill the CoC attachment onto the linked delivery
+            # if one exists already. Job._fp_create_delivery handles
+            # the create-time case (cert issued before delivery
+            # spawned); this handles the inverse (delivery spawned
+            # first, cert issued later). Best-effort.
+            try:
+                rec._fp_sync_coc_to_delivery()
+            except Exception as e:
+                _logger.warning(
+                    'Cert %s: CoC->delivery sync failed: %s',
+                    rec.name, e,
+                )
             rec.message_post(body=_('Certificate issued.'))
 
+    def _fp_sync_coc_to_delivery(self):
+        """Push this CoC's attachment onto its job's delivery so the
+        shipping crew sees the CoC ready to print without hunting for
+        the cert. Only acts on `coc` certs with an attachment_id;
+        delivery field must exist and be empty (don't overwrite an
+        operator's manual choice).
+        """
+        self.ensure_one()
+        if self.certificate_type != 'coc' or not self.attachment_id:
+            return
+        job = self.x_fc_job_id if 'x_fc_job_id' in self._fields else False
+        if not job or not job.delivery_id:
+            return
+        delivery = job.delivery_id.sudo()
+        if 'coc_attachment_id' not in delivery._fields:
+            return
+        if delivery.coc_attachment_id:
+            # Operator already picked one; don't overwrite.
+            return
+        delivery.coc_attachment_id = self.attachment_id.id
+
     def _fp_render_and_attach_pdf(self):
         """Render the CoC PDF via the bound report action, OPTIONALLY
         merge the Fischerscope thickness report PDF (uploaded by the

fusion_plating/fusion_plating_jobs/__manifest__.py

@@ -3,7 +3,7 @@
 # License OPL-1 (Odoo Proprietary License v1.0)
 {
     'name': 'Fusion Plating — Native Jobs',
-    'version': '19.0.10.16.8',
+    'version': '19.0.10.16.9',
     'category': 'Manufacturing/Plating',
     'summary': 'Native plating job model — replaces mrp.production / mrp.workorder bridge.',
     'author': 'Nexa Systems Inc.',

fusion_plating/fusion_plating_jobs/models/fp_job.py

@@ -1675,34 +1675,73 @@ class FpJob(models.Model):
         look up by job_ref. Setting both ends keeps every consumer
         happy.
 
-        Phase A — mirrors x_fc_carrier_id and x_fc_outbound_shipment_id
+        Auto-populates everything we can resolve from upstream
-        from the linked receiving so the delivery carries the shipping
+        records so the shipping crew doesn't have to re-type
-        choices made at receipt time. Shipping crew can override later.
+        addresses / contacts / dates that already exist on the SO:
+          - delivery_address_id, contact_name, contact_phone — SO's
+            partner_shipping_id (falls back to partner_id)
+          - scheduled_date — SO.commitment_date
+          - source_facility_id — job.facility_id
+          - x_fc_carrier_id, x_fc_outbound_shipment_id — from the
+            SO's first receiving record (set at receive time)
+          - coc_attachment_id — issued cert.attachment_id for this
+            job (if a CoC is already issued before delivery exists;
+            otherwise the cert's action_issue back-fills it later)
+
+        Everything skips silently when the source field doesn't
+        exist or the source value is blank, so older install
+        topologies and partially-configured jobs still get a
+        delivery — just less pre-filled.
         """
         self.ensure_one()
         if self.delivery_id:
             return
         Delivery = self.env['fusion.plating.delivery'].sudo()
+        vals = self._fp_resolve_delivery_defaults(Delivery)
+        try:
+            delivery = Delivery.create(vals)
+            self.delivery_id = delivery.id
+        except Exception as e:
+            _logger.warning(
+                "Job %s: failed to auto-create delivery: %s", self.name, e,
+            )
+
+    def _fp_resolve_delivery_defaults(self, Delivery):
+        """Build the create-vals for a fresh delivery, OR the
+        write-vals for refreshing an existing one. Centralised so
+        the create path, the per-cert post-issue sync, and any
+        future 'Refresh from Source' button all stay consistent.
+        """
+        self.ensure_one()
         vals = {'partner_id': self.partner_id.id}
         if 'x_fc_job_id' in Delivery._fields:
             vals['x_fc_job_id'] = self.id
         if 'job_ref' in Delivery._fields:
             vals['job_ref'] = self.name
-        if 'x_fc_job_id' not in Delivery._fields \
+        # Delivery address + contact details from the SO. shipping
-                and 'job_ref' not in Delivery._fields:
+        # partner is preferred (that's where parts physically go);
-            _logger.warning(
+        # fall back to the SO's main partner when no separate ship-to.
-                "Job %s: fusion.plating.delivery has no job link field; "
+        so = self.sale_order_id
-                "delivery created without job back-reference.", self.name,
+        ship_to = (so.partner_shipping_id or so.partner_id) if so else False
-            )
+        if ship_to:
-        # Mirror outbound carrier + shipment from the SO's first
+            if 'delivery_address_id' in Delivery._fields:
-        # receiving record. If there are multiple receivings (split
+                vals['delivery_address_id'] = ship_to.id
-        # shipments), the shipping crew can change either field on the
+            if 'contact_name' in Delivery._fields and ship_to.name:
-        # delivery form. Defensive: skip when fields aren't present
+                vals['contact_name'] = ship_to.name
-        # (older instance) or no receiving exists.
+            if 'contact_phone' in Delivery._fields:
-        if (self.sale_order_id
+                vals['contact_phone'] = ship_to.phone or ship_to.mobile or ''
-                and 'x_fc_receiving_ids' in self.sale_order_id._fields
+        # Scheduled date — operator can adjust; this just primes it
-                and self.sale_order_id.x_fc_receiving_ids):
+        # so they're not staring at a blank field.
-            recv = self.sale_order_id.x_fc_receiving_ids[:1]
+        if so and so.commitment_date and 'scheduled_date' in Delivery._fields:
+            vals['scheduled_date'] = so.commitment_date
+        # Source facility comes from the job (where it was plated).
+        if self.facility_id and 'source_facility_id' in Delivery._fields:
+            vals['source_facility_id'] = self.facility_id.id
+        # Outbound carrier + shipment mirrored from the SO's first
+        # receiving record (the crew chose these at receipt time).
+        if (so and 'x_fc_receiving_ids' in so._fields
+                and so.x_fc_receiving_ids):
+            recv = so.x_fc_receiving_ids[:1]
             if 'x_fc_carrier_id' in Delivery._fields \
                     and 'x_fc_carrier_id' in recv._fields \
                     and recv.x_fc_carrier_id:
@@ -1713,13 +1752,21 @@ class FpJob(models.Model):
                 vals['x_fc_outbound_shipment_id'] = (
                     recv.x_fc_outbound_shipment_id.id
                 )
-        try:
+        # CoC PDF — if a cert for this job is already issued and
-            delivery = Delivery.create(vals)
+        # the delivery field accepts an attachment, link it. The
-            self.delivery_id = delivery.id
+        # cert's action_issue also calls _fp_sync_to_delivery for
-        except Exception as e:
+        # the case where the cert issues AFTER the delivery exists.
-            _logger.warning(
+        Cert = self.env.get('fp.certificate')
-                "Job %s: failed to auto-create delivery: %s", self.name, e,
+        if Cert is not None and 'coc_attachment_id' in Delivery._fields:
-            )
+            issued_cert = Cert.sudo().search([
+                ('x_fc_job_id', '=', self.id),
+                ('certificate_type', '=', 'coc'),
+                ('state', '=', 'issued'),
+                ('attachment_id', '!=', False),
+            ], order='issue_date desc, id desc', limit=1)
+            if issued_cert and issued_cert.attachment_id:
+                vals['coc_attachment_id'] = issued_cert.attachment_id.id
+        return vals
 
     def _fp_create_certificates(self):
         """Auto-create one draft fp.certificate per type returned by

fusion_plating/fusion_plating_logistics/__manifest__.py

@@ -5,7 +5,7 @@
 
 {
     'name': 'Fusion Plating — Logistics',
-    'version': '19.0.3.9.0',
+    'version': '19.0.3.10.0',
     'category': 'Manufacturing/Plating',
     'summary': (
         'Pickup & delivery for plating shops: vehicle master, driver '

fusion_plating/fusion_plating_logistics/models/fp_delivery.py

@@ -260,6 +260,48 @@ class FpDelivery(models.Model):
     def _fp_parent_counter_field(self):
         return 'x_fc_pn_delivery_count'
 
+    def action_refresh_from_source(self):
+        """Re-pull delivery address / contact / scheduled date / source
+        facility / carrier / CoC from the linked job → SO → receiving →
+        cert chain. Only fills BLANK fields — never overwrites operator
+        edits. Use when an upstream value changed after the delivery
+        was auto-created, or to backfill an old delivery that was
+        created before the auto-populate hook existed.
+        """
+        for rec in self:
+            job = (rec.x_fc_job_id
+                   if 'x_fc_job_id' in rec._fields else False)
+            if not job:
+                # Fall back via job_ref Char if M2O is empty (older data)
+                if rec.job_ref and 'fp.job' in self.env:
+                    job = self.env['fp.job'].sudo().search(
+                        [('name', '=', rec.job_ref)], limit=1,
+                    )
+            if not job:
+                raise UserError(_(
+                    'Delivery %s has no linked job — nothing to '
+                    'refresh from.'
+                ) % rec.name)
+            Delivery = rec.env['fusion.plating.delivery']
+            defaults = job._fp_resolve_delivery_defaults(Delivery)
+            # Drop fields the operator already filled — never clobber
+            # manual edits. Includes the partner/job links since those
+            # are non-overridable.
+            fill = {
+                k: v for k, v in defaults.items()
+                if v and not rec[k]
+            }
+            if not fill:
+                rec.message_post(body=_(
+                    'Refresh from source: nothing to update — every '
+                    'field already populated.'
+                ))
+                continue
+            rec.sudo().write(fill)
+            rec.message_post(body=_(
+                'Refresh from source filled: %s'
+            ) % ', '.join(sorted(fill.keys())))
+
     @api.model_create_multi
     def create(self, vals_list):
         """Parent-derived name (DLV-<parent>[-NN]) with legacy-sequence

fusion_plating/fusion_plating_logistics/views/fp_delivery_views.xml

@@ -55,6 +55,17 @@
                             invisible="state in ('delivered','cancelled')"/>
                     <button name="action_reset_to_draft" string="Reset to Draft" type="object"
                             invisible="state != 'cancelled'"/>
+                    <!-- Pulls delivery address / contact / scheduled
+                         date / source facility / carrier / CoC from
+                         the job → SO → receiving → cert chain. Only
+                         fills BLANK fields, never overwrites operator
+                         edits. Useful when upstream data changed or
+                         to backfill an old delivery. -->
+                    <button name="action_refresh_from_source"
+                            string="Refresh from Source"
+                            type="object" class="btn-secondary"
+                            icon="fa-refresh"
+                            invisible="state in ('delivered','cancelled')"/>
                     <field name="state" widget="statusbar"
                            statusbar_visible="draft,scheduled,en_route,delivered"/>
                 </header>