feat(fusion_plating): Tier 2 (quality + audit) and Tier 3 (business) features

Tier 2 — Quality & audit readiness:

- T2.1 SPC on thickness readings (fp.certificate)
  - spec_min_mils / spec_max_mils auto-pulled from coating config on create
  - Computed: std_dev_mils, min/max, cpk, cpk_status (incapable/marginal/
    capable/excellent/insufficient)
  - Western Electric trend rules (rule 1: any point beyond 3σ; rule 4:
    8 consecutive on one side of mean) → trend_alert + explanation
  - New SPC group on certificate form with badge-coloured indicators

- T2.2 Operator certification enforcement (fp.operator.certification)
  - Per (employee, process_type) records with issued/expires dates,
    training record attachment, revocation workflow
  - State auto-computed: active → expired when date passes
  - MrpWorkorder.button_start() blocks with UserError if current user's
    linked hr.employee lacks an active cert for the bath's process_type
  - Managers bypass the check; expiring-soon filter in search view
  - HR Employee form: "Plating Certifications" tab

- T2.3 Material traceability chain
  - fusion.plating.batch.workorder_id (new Many2one) + production_id
    (related through WO) for full chain
  - fp.certificate gets computed batch_ids / bath_ids / batch_count
  - "Batches" stat button → list of batches used for this cert's MO,
    with their chemistry logs intact

- T2.4 Pre-treatment as first-class baths
  - process_family selection on fusion.plating.process.type
    (pre_treatment / plating / post_treatment / bake / strip / passivation /
    masking / inspection)
  - Bath search view: Pre-Treatments / Plating / Post-Treatments / Strip
    quick filters
  - Existing bath infra (logs, replenishment, SPC) now applies to pre-
    treatment baths equally

Tier 3 — Business / revenue:

- T3.1 Customer-specific price lists (fp.customer.price.list)
  - Per (customer, coating_config) with unit_price + basis (per_part /
    sqin / sqft / lb)
  - effective_from / effective_to for annual contract pricing
  - min_quantity for volume breaks (cheapest price at requested qty wins)
  - _find_price() helper resolves active entry by date + qty
  - Direct Order wizard auto-fills unit_price on (partner, coating, qty)
    change unless operator has typed an override
  - Configurator menu → Customer Price Lists

- T3.2 Quote win/loss tracking (fp.quote.configurator)
  - State values: draft → confirmed (won) / lost / expired / cancelled
  - lost_reason selection (price / lead_time / tech / spec_mismatch /
    no_bid / no_response / competitor / other) + lost_competitor_name
    + lost_details text
  - Action buttons: Mark as Lost (requires reason), Mark as Expired
  - won_date auto-set on SO creation; lost_date auto-set on mark_lost
  - New "Win / Loss" tab on configurator form

- T3.3 Actuals vs. quoted margin (mrp.production)
  - Computed monetary fields: x_fc_consumables_cost, x_fc_labour_cost,
    x_fc_actual_cost, x_fc_quoted_revenue, x_fc_margin_actual,
    x_fc_margin_pct
  - Labour = sum(WO duration × workcentre cost_hour)
  - Revenue = SO amount_untaxed via mo.origin lookup
  - New "Job Costing" group on MO form with badge-coloured margin

- T3.4 Job consumables tracking (fp.job.consumption)
  - One row per consumable event (bath replenisher, masking tape, PPE,
    chemistry): product, qty, uom, unit_cost (snapshot), total_cost,
    source, optional workorder link
  - One2many x_fc_consumption_ids on mrp.production
  - "Consumables" stat button on MO → filtered list

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

fusion_plating/fusion_plating_configurator/__manifest__.py

@@ -45,6 +45,7 @@ Provides:
         'views/fp_part_catalog_views.xml',
         'views/fp_coating_config_views.xml',
         'views/fp_pricing_rule_views.xml',
+        'views/fp_customer_price_list_views.xml',
         'views/fp_quote_configurator_views.xml',
         'views/sale_order_views.xml',
         'views/res_partner_views.xml',

fusion_plating/fusion_plating_configurator/models/__init__.py

@@ -8,6 +8,7 @@ from . import fp_part_catalog
 from . import fp_coating_config
 from . import fp_pricing_complexity_surcharge
 from . import fp_pricing_rule
+from . import fp_customer_price_list
 from . import fp_quote_configurator
 from . import sale_order
 from . import res_partner

fusion_plating/fusion_plating_configurator/models/fp_customer_price_list.py

@@ -0,0 +1,96 @@
+# -*- coding: utf-8 -*-
+# Copyright 2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+# Part of the Fusion Plating product family.
+
+from odoo import api, fields, models
+
+
+class FpCustomerPriceList(models.Model):
+    """Standing price per (customer, coating config).
+
+    Repeat customers accept a negotiated price per coating — the configurator
+    and Direct Order wizard auto-fill `unit_price` from here before falling
+    back to the formula-based pricing engine.
+
+    Optional effective_from / effective_to support annual contracts.
+    """
+    _name = 'fp.customer.price.list'
+    _description = 'Fusion Plating — Customer Price List'
+    _inherit = ['mail.thread']
+    _order = 'partner_id, coating_config_id, effective_from desc'
+
+    name = fields.Char(
+        string='Reference', compute='_compute_name', store=True,
+    )
+    partner_id = fields.Many2one(
+        'res.partner', string='Customer', required=True, ondelete='cascade',
+        tracking=True, domain="[('customer_rank', '>', 0)]",
+    )
+    coating_config_id = fields.Many2one(
+        'fp.coating.config', string='Coating', required=True, ondelete='restrict',
+        tracking=True,
+    )
+    unit_price = fields.Float(
+        string='Unit Price', required=True, digits=(12, 4), tracking=True,
+    )
+    price_uom = fields.Selection(
+        [('per_part', 'per Part'),
+         ('per_sqin', 'per sq in'),
+         ('per_sqft', 'per sq ft'),
+         ('per_lb', 'per lb')],
+        string='Price Basis', default='per_part', required=True,
+    )
+    currency_id = fields.Many2one(
+        'res.currency', string='Currency',
+        default=lambda self: self.env.company.currency_id,
+    )
+    effective_from = fields.Date(
+        string='Effective From', default=fields.Date.today, required=True, tracking=True,
+    )
+    effective_to = fields.Date(
+        string='Effective To',
+        help='Blank = no expiry. Set for annual contract pricing.',
+        tracking=True,
+    )
+    min_quantity = fields.Integer(
+        string='Minimum Qty', default=1,
+        help='Volume break — this price applies for orders of this size or larger.',
+    )
+    notes = fields.Html(string='Notes')
+    active = fields.Boolean(default=True)
+
+    _sql_constraints = [
+        ('fp_price_list_unique',
+         'unique(partner_id, coating_config_id, effective_from, min_quantity)',
+         'A price entry already exists for this customer + coating + '
+         'effective date + quantity tier.'),
+    ]
+
+    @api.depends('partner_id', 'coating_config_id', 'min_quantity', 'effective_from')
+    def _compute_name(self):
+        for rec in self:
+            parts = []
+            if rec.partner_id:
+                parts.append(rec.partner_id.name)
+            if rec.coating_config_id:
+                parts.append(rec.coating_config_id.name)
+            if rec.min_quantity > 1:
+                parts.append(f'≥{rec.min_quantity}')
+            rec.name = ' / '.join(parts) if parts else ''
+
+    @api.model
+    def _find_price(self, partner_id, coating_config_id, quantity=1, on_date=None):
+        """Return the best-matching active price list entry for this request."""
+        if not (partner_id and coating_config_id):
+            return False
+        on_date = on_date or fields.Date.today()
+        candidates = self.search([
+            ('partner_id', '=', partner_id),
+            ('coating_config_id', '=', coating_config_id),
+            ('active', '=', True),
+            ('effective_from', '<=', on_date),
+            '|', ('effective_to', '=', False), ('effective_to', '>=', on_date),
+            ('min_quantity', '<=', quantity),
+        ], order='min_quantity desc, effective_from desc')
+        return candidates[:1]

fusion_plating/fusion_plating_configurator/models/fp_quote_configurator.py

@@ -23,9 +23,30 @@ class FpQuoteConfigurator(models.Model):
 
     name = fields.Char(string='Reference', readonly=True, copy=False, default='New')
     state = fields.Selection(
-        [('draft', 'Draft'), ('confirmed', 'Confirmed'), ('cancelled', 'Cancelled')],
+        [('draft', 'Draft'),
+         ('confirmed', 'Won (SO Created)'),
+         ('lost', 'Lost'),
+         ('expired', 'Expired'),
+         ('cancelled', 'Cancelled')],
         string='Status', default='draft', tracking=True,
     )
+
+    # ---- Win/Loss tracking (T3.2) ----
+    lost_reason = fields.Selection(
+        [('price', 'Price'),
+         ('lead_time', 'Lead Time'),
+         ('tech_capability', 'Technical Capability'),
+         ('spec_mismatch', 'Spec / Certification Mismatch'),
+         ('no_bid', 'No-Bid'),
+         ('no_response', 'Customer No-Response'),
+         ('competitor', 'Lost to Competitor'),
+         ('other', 'Other')],
+        string='Lost Reason', tracking=True,
+    )
+    lost_competitor_name = fields.Char(string='Competitor', tracking=True)
+    lost_details = fields.Text(string='Loss Notes')
+    won_date = fields.Date(string='Won Date', readonly=True)
+    lost_date = fields.Date(string='Lost Date', readonly=True)
     partner_id = fields.Many2one(
         'res.partner', string='Customer', required=True,
         domain="[('customer_rank', '>', 0)]",
@@ -520,6 +541,7 @@ class FpQuoteConfigurator(models.Model):
         self.write({
             'sale_order_id': so.id,
             'state': 'confirmed',
+            'won_date': fields.Date.today(),
         })
         self.message_post(
             body=_('Sale Order <a href="/odoo/sale-order/%s">%s</a> created.') % (so.id, so.name),
@@ -732,7 +754,30 @@ class FpQuoteConfigurator(models.Model):
         self.write({'state': 'cancelled'})
 
     def action_reset_draft(self):
-        self.write({'state': 'draft'})
+        self.write({'state': 'draft', 'won_date': False, 'lost_date': False})
+
+    def action_mark_lost(self):
+        """Move this quote to 'lost' state. Caller should populate
+        `lost_reason` first — a simple validation enforces that."""
+        for rec in self:
+            if not rec.lost_reason:
+                from odoo.exceptions import UserError
+                raise UserError(_(
+                    'Please set a Lost Reason before marking this quote lost.'
+                ))
+            rec.write({
+                'state': 'lost',
+                'lost_date': fields.Date.today(),
+            })
+            rec.message_post(
+                body=_('Quote marked lost — reason: %s') % dict(
+                    rec._fields['lost_reason'].selection
+                ).get(rec.lost_reason, rec.lost_reason),
+            )
+
+    def action_mark_expired(self):
+        for rec in self:
+            rec.write({'state': 'expired', 'lost_date': fields.Date.today()})
 
     def action_open_3d_fullscreen(self):
         """Open the 3D model viewer in a full-screen dialog (same window)."""

fusion_plating/fusion_plating_configurator/security/ir.model.access.csv

@@ -21,3 +21,6 @@ access_fp_direct_order_wizard_estimator,fp.direct.order.wizard.estimator,model_f
 access_fp_direct_order_wizard_manager,fp.direct.order.wizard.manager,model_fp_direct_order_wizard,fusion_plating.group_fusion_plating_manager,1,1,1,1
 access_fp_part_import_wizard_estimator,fp.part.catalog.import.wizard.estimator,model_fp_part_catalog_import_wizard,fusion_plating_configurator.group_fp_estimator,1,1,1,1
 access_fp_part_import_wizard_manager,fp.part.catalog.import.wizard.manager,model_fp_part_catalog_import_wizard,fusion_plating.group_fusion_plating_manager,1,1,1,1
+access_fp_customer_price_list_operator,fp.customer.price.list.operator,model_fp_customer_price_list,fusion_plating.group_fusion_plating_operator,1,0,0,0
+access_fp_customer_price_list_estimator,fp.customer.price.list.estimator,model_fp_customer_price_list,fusion_plating_configurator.group_fp_estimator,1,1,1,0
+access_fp_customer_price_list_manager,fp.customer.price.list.manager,model_fp_customer_price_list,fusion_plating.group_fusion_plating_manager,1,1,1,1

fusion_plating/fusion_plating_configurator/views/fp_configurator_menu.xml

@@ -83,6 +83,12 @@
               action="action_fp_pricing_rule"
               sequence="30"/>
 
+    <menuitem id="menu_fp_customer_price_lists"
+              name="Customer Price Lists"
+              parent="menu_fp_configurator"
+              action="action_fp_customer_price_list"
+              sequence="35"/>
+
     <menuitem id="menu_fp_treatments"
               name="Treatments"
               parent="menu_fp_configurator"

fusion_plating/fusion_plating_configurator/views/fp_customer_price_list_views.xml

@@ -0,0 +1,85 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<odoo>
+
+    <record id="view_fp_customer_price_list_list" model="ir.ui.view">
+        <field name="name">fp.customer.price.list.list</field>
+        <field name="model">fp.customer.price.list</field>
+        <field name="arch" type="xml">
+            <list editable="bottom">
+                <field name="partner_id"/>
+                <field name="coating_config_id"/>
+                <field name="unit_price"/>
+                <field name="price_uom"/>
+                <field name="currency_id" optional="hide"/>
+                <field name="min_quantity"/>
+                <field name="effective_from"/>
+                <field name="effective_to"/>
+                <field name="active" widget="boolean_toggle"/>
+            </list>
+        </field>
+    </record>
+
+    <record id="view_fp_customer_price_list_form" model="ir.ui.view">
+        <field name="name">fp.customer.price.list.form</field>
+        <field name="model">fp.customer.price.list</field>
+        <field name="arch" type="xml">
+            <form>
+                <sheet>
+                    <div class="oe_title">
+                        <h2><field name="name" readonly="1"/></h2>
+                    </div>
+                    <group>
+                        <group>
+                            <field name="partner_id"/>
+                            <field name="coating_config_id"/>
+                            <field name="unit_price"/>
+                            <field name="price_uom"/>
+                            <field name="currency_id"/>
+                        </group>
+                        <group>
+                            <field name="effective_from"/>
+                            <field name="effective_to"/>
+                            <field name="min_quantity"/>
+                            <field name="active" widget="boolean_toggle"/>
+                        </group>
+                    </group>
+                    <group string="Notes">
+                        <field name="notes" nolabel="1" colspan="2"/>
+                    </group>
+                </sheet>
+                <chatter/>
+            </form>
+        </field>
+    </record>
+
+    <record id="view_fp_customer_price_list_search" model="ir.ui.view">
+        <field name="name">fp.customer.price.list.search</field>
+        <field name="model">fp.customer.price.list</field>
+        <field name="arch" type="xml">
+            <search>
+                <field name="partner_id"/>
+                <field name="coating_config_id"/>
+                <filter name="active" string="Active"
+                        domain="[('active', '=', True)]"/>
+                <filter name="expired" string="Expired"
+                        domain="[('effective_to', '&lt;', context_today().strftime('%Y-%m-%d'))]"/>
+                <separator/>
+                <group>
+                    <filter name="group_customer" string="Customer"
+                            context="{'group_by': 'partner_id'}"/>
+                    <filter name="group_coating" string="Coating"
+                            context="{'group_by': 'coating_config_id'}"/>
+                </group>
+            </search>
+        </field>
+    </record>
+
+    <record id="action_fp_customer_price_list" model="ir.actions.act_window">
+        <field name="name">Customer Price Lists</field>
+        <field name="res_model">fp.customer.price.list</field>
+        <field name="view_mode">list,form</field>
+        <field name="search_view_id" ref="view_fp_customer_price_list_search"/>
+        <field name="context">{'search_default_active': 1}</field>
+    </record>
+
+</odoo>

fusion_plating/fusion_plating_configurator/views/fp_quote_configurator_views.xml

@@ -29,6 +29,16 @@
                             class="btn-secondary"
                             confirm="This will overwrite the part catalog's geometry, substrate, masking area, and complexity with values from this quote. Continue?"
                             invisible="not part_catalog_id"/>
+                    <button name="action_mark_lost"
+                            string="Mark as Lost"
+                            type="object"
+                            class="btn-warning"
+                            invisible="state != 'draft'"
+                            confirm="Mark this quote as Lost? Set the Lost Reason first."/>
+                    <button name="action_mark_expired"
+                            string="Mark as Expired"
+                            type="object"
+                            invisible="state != 'draft'"/>
                     <button name="action_cancel"
                             string="Cancel"
                             type="object"
@@ -37,7 +47,8 @@
                             string="Reset to Draft"
                             type="object"
                             invisible="state == 'draft'"/>
-                    <field name="state" widget="statusbar" statusbar_visible="draft,confirmed,cancelled"/>
+                    <field name="state" widget="statusbar"
+                           statusbar_visible="draft,confirmed,lost,expired,cancelled"/>
                 </header>
                 <sheet>
                     <div class="oe_button_box" name="button_box">
@@ -244,6 +255,21 @@
                         <page string="Sale Order" name="sale_order">
                             <group>
                                 <field name="sale_order_id" readonly="1"/>
+                                <field name="won_date" readonly="1"/>
+                            </group>
+                        </page>
+                        <page string="Win / Loss" name="win_loss">
+                            <group>
+                                <group>
+                                    <field name="lost_reason"/>
+                                    <field name="lost_competitor_name"
+                                           invisible="lost_reason != 'competitor'"/>
+                                    <field name="lost_date" readonly="1"/>
+                                </group>
+                            </group>
+                            <group string="Notes">
+                                <field name="lost_details" nolabel="1" colspan="2"
+                                       placeholder="What did we learn? (Price point competitor beat, spec we didn't meet, etc.)"/>
                             </group>
                         </page>
                         <page string="Notes" name="notes">

fusion_plating/fusion_plating_configurator/wizard/fp_direct_order_wizard.py

@@ -91,6 +91,21 @@ class FpDirectOrderWizard(models.TransientModel):
             self.invoice_strategy = self.partner_id.x_fc_default_invoice_strategy or False
             self.deposit_percent = self.partner_id.x_fc_default_deposit_percent or 0.0
 
+    @api.onchange('coating_config_id', 'quantity', 'partner_id')
+    def _onchange_lookup_price(self):
+        """Auto-fill unit_price from customer price list when available."""
+        if not (self.partner_id and self.coating_config_id):
+            return
+        # Don't overwrite a manually-entered price
+        if self.unit_price:
+            return
+        price = self.env['fp.customer.price.list']._find_price(
+            self.partner_id.id, self.coating_config_id.id,
+            quantity=self.quantity or 1,
+        )
+        if price:
+            self.unit_price = price.unit_price
+
     def action_create_order(self):
         """Create and confirm the sale order, optionally bumping part revision."""
         self.ensure_one()