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>
This commit is contained in:
gsinghpal
@@ -83,6 +83,12 @@
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action="action_fp_pricing_rule"
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sequence="30"/>
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<menuitem id="menu_fp_customer_price_lists"
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name="Customer Price Lists"
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parent="menu_fp_configurator"
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action="action_fp_customer_price_list"
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sequence="35"/>
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<menuitem id="menu_fp_treatments"
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name="Treatments"
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parent="menu_fp_configurator"
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@@ -0,0 +1,85 @@
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<?xml version="1.0" encoding="UTF-8"?>
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<odoo>
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<record id="view_fp_customer_price_list_list" model="ir.ui.view">
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<field name="name">fp.customer.price.list.list</field>
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<field name="model">fp.customer.price.list</field>
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<field name="arch" type="xml">
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<list editable="bottom">
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<field name="partner_id"/>
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<field name="coating_config_id"/>
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<field name="unit_price"/>
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<field name="price_uom"/>
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<field name="currency_id" optional="hide"/>
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<field name="min_quantity"/>
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<field name="effective_from"/>
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<field name="effective_to"/>
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<field name="active" widget="boolean_toggle"/>
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</list>
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</field>
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</record>
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<record id="view_fp_customer_price_list_form" model="ir.ui.view">
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<field name="name">fp.customer.price.list.form</field>
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<field name="model">fp.customer.price.list</field>
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<field name="arch" type="xml">
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<form>
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<sheet>
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<div class="oe_title">
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<h2><field name="name" readonly="1"/></h2>
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</div>
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<group>
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<group>
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<field name="partner_id"/>
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<field name="coating_config_id"/>
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<field name="unit_price"/>
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<field name="price_uom"/>
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<field name="currency_id"/>
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</group>
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<group>
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<field name="effective_from"/>
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<field name="effective_to"/>
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<field name="min_quantity"/>
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<field name="active" widget="boolean_toggle"/>
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</group>
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</group>
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<group string="Notes">
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<field name="notes" nolabel="1" colspan="2"/>
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</group>
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</sheet>
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<chatter/>
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</form>
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</field>
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</record>
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<record id="view_fp_customer_price_list_search" model="ir.ui.view">
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<field name="name">fp.customer.price.list.search</field>
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<field name="model">fp.customer.price.list</field>
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<field name="arch" type="xml">
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<search>
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<field name="partner_id"/>
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<field name="coating_config_id"/>
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<filter name="active" string="Active"
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domain="[('active', '=', True)]"/>
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<filter name="expired" string="Expired"
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domain="[('effective_to', '<', context_today().strftime('%Y-%m-%d'))]"/>
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<separator/>
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<group>
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<filter name="group_customer" string="Customer"
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context="{'group_by': 'partner_id'}"/>
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<filter name="group_coating" string="Coating"
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context="{'group_by': 'coating_config_id'}"/>
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</group>
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</search>
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</field>
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</record>
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<record id="action_fp_customer_price_list" model="ir.actions.act_window">
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<field name="name">Customer Price Lists</field>
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<field name="res_model">fp.customer.price.list</field>
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<field name="view_mode">list,form</field>
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<field name="search_view_id" ref="view_fp_customer_price_list_search"/>
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<field name="context">{'search_default_active': 1}</field>
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</record>
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</odoo>
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@@ -29,6 +29,16 @@
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class="btn-secondary"
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confirm="This will overwrite the part catalog's geometry, substrate, masking area, and complexity with values from this quote. Continue?"
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invisible="not part_catalog_id"/>
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<button name="action_mark_lost"
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string="Mark as Lost"
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type="object"
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class="btn-warning"
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invisible="state != 'draft'"
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confirm="Mark this quote as Lost? Set the Lost Reason first."/>
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<button name="action_mark_expired"
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string="Mark as Expired"
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type="object"
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invisible="state != 'draft'"/>
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<button name="action_cancel"
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string="Cancel"
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type="object"
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@@ -37,7 +47,8 @@
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string="Reset to Draft"
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type="object"
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invisible="state == 'draft'"/>
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<field name="state" widget="statusbar" statusbar_visible="draft,confirmed,cancelled"/>
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<field name="state" widget="statusbar"
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statusbar_visible="draft,confirmed,lost,expired,cancelled"/>
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</header>
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<sheet>
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<div class="oe_button_box" name="button_box">
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@@ -244,6 +255,21 @@
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<page string="Sale Order" name="sale_order">
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<group>
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<field name="sale_order_id" readonly="1"/>
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<field name="won_date" readonly="1"/>
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</group>
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</page>
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<page string="Win / Loss" name="win_loss">
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<group>
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<group>
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<field name="lost_reason"/>
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<field name="lost_competitor_name"
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invisible="lost_reason != 'competitor'"/>
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<field name="lost_date" readonly="1"/>
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</group>
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</group>
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<group string="Notes">
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<field name="lost_details" nolabel="1" colspan="2"
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placeholder="What did we learn? (Price point competitor beat, spec we didn't meet, etc.)"/>
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</group>
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</page>
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<page string="Notes" name="notes">
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