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feat(certificates): cert Customer Contact is multi-contact, auto-filled, sends to all

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fp.certificate.contact_partner_id (single 'Customer Contact') becomes
contact_partner_ids (Many2many) — same shape as the partner's Default CoC
Contacts, as requested.

- Auto-populate: at job creation (fp.job cert resolution) + lazy-fill at issue,
  contact_partner_ids = the customer's x_fc_default_coc_contact_ids (ALL).
- Send: action_send_to_customer pre-fills the composer with exactly the cert's
  contact_partner_ids, so the CoC goes to all the defined clients (fallback:
  company).
- Primary: the FIRST contact prints on the CoC + is gated for email; report
  uses contact_partner_ids[:1].
- Gate: requires >=1 Customer Contact + the primary has an email.
- View: many2many_tags.
- Migration 19.0.10.3.0: copies each cert's old single contact into the new M2m,
  drops the orphaned column.

Deployed + verified on entech: migration copied 16 certs, old column dropped,
field is M2m, send pre-fills the cert contacts, CoC report renders. entech-only
part_line_ids preserved.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
This commit is contained in:
gsinghpal
2026-06-04 18:09:36 -04:00
parent ba6aeaaca9
commit 6f006e24ad
9 changed files with 99 additions and 40 deletions
Download Patch File Download Diff File Expand all files Collapse all files

55
fusion_plating/fusion_plating_certificates/models/fp_certificate.py
View File

@@ -58,11 +58,18 @@ class FpCertificate(models.Model):
string='Customer Job No.',
help="Customer's internal job / traveler reference.",
)
contact_partner_id = fields.Many2one(
'res.partner', string='Customer Contact',
contact_partner_ids = fields.Many2many(
'res.partner',
relation='fp_certificate_contact_partner_rel',
column1='cert_id', column2='partner_id',
string='Customer Contact',
domain="[('parent_id', '=', partner_id)]",
help="Specific contact person at the customer for this certificate. "
'Their name, email, and phone are printed on the CoC.',
help="Contacts at the customer who receive this certificate. "
"Auto-filled from the customer's Default CoC Contacts when a "
'job ships. The first is the primary (its name, email and '
'phone print on the CoC); ALL of them are emailed when the '
'cert is sent to the customer. (Renamed from the single '
'contact_partner_id — see migration 19.0.10.3.0.)',
)
issued_by_id = fields.Many2one(
'res.users', string='Issued By', default=lambda self: self.env.user,
@@ -519,14 +526,15 @@ class FpCertificate(models.Model):
# was configured would still trip the gate even after sales
# set the default. Robust-by-construction: the defaults take
# effect retroactively at issue time.
if (not rec.contact_partner_id
if (not rec.contact_partner_ids
and rec.partner_id
and 'x_fc_default_coc_contact_ids' in rec.partner_id._fields
and rec.partner_id.x_fc_default_coc_contact_ids):
# Primary = first of the customer's CoC contacts; the rest
# are CC'd at send (action_send_to_customer).
rec.contact_partner_id = (
rec.partner_id.x_fc_default_coc_contact_ids[:1]
# Auto-fill ALL the customer's CoC contacts. The first is
# the primary (printed on the CoC); every contact is emailed
# when the cert is sent (action_send_to_customer).
rec.contact_partner_ids = (
rec.partner_id.x_fc_default_coc_contact_ids
)
# Lazy-fill the signer from the LIVE company owner (Settings
# "Certificate Owner") when no per-cert / per-spec signer was
@@ -582,25 +590,25 @@ class FpCertificate(models.Model):
# Customer contact — the named recipient printed on the
# cert and emailed when it ships. Auto-filled from the FIRST
# of partner.x_fc_default_coc_contact_ids when set.
if not rec.contact_partner_id:
if not rec.contact_partner_ids:
raise UserError(_(
'Cannot issue certificate "%(name)s" — Customer '
'Contact is not set.\n\nPick the recipient contact, '
'Contact is not set.\n\nPick the recipient contact(s), '
'or configure Default CoC Contacts on customer '
'"%(cust)s".'
) % {
'name': rec.name or rec.display_name,
'cust': rec.partner_id.name if rec.partner_id else '?',
})
if not (rec.contact_partner_id.email or '').strip():
if not (rec.contact_partner_ids[:1].email or '').strip():
raise UserError(_(
'Cannot issue certificate "%(name)s" — contact '
'"%(c)s" has no email address.\n\nAdd an email '
'to the contact before issuing (the cert is sent '
'by email post-issue).'
'Cannot issue certificate "%(name)s" — primary contact '
'"%(c)s" has no email address.\n\nAdd an email to the '
'contact before issuing (the cert is sent by email '
'post-issue).'
) % {
'name': rec.name or rec.display_name,
'c': rec.contact_partner_id.name,
'c': rec.contact_partner_ids[:1].name,
})
# Orphan cert types (Nadcap / Mill Test / Customer-Specific)
# are manual-attach only — operator uploads supplier doc /
@@ -1116,14 +1124,11 @@ class FpCertificate(models.Model):
"""Open email composer with the certificate PDF attached."""
self.ensure_one()
template = self.env.ref('mail.email_compose_message_wizard_form', raise_if_not_found=False)
# CoC goes to ALL the customer's CoC contacts (the cert's primary
# contact + the rest of partner.x_fc_default_coc_contact_ids),
# falling back to the company. Every contact who needs the cert is
# pre-filled on the composer.
recipients = self.contact_partner_id
if (self.partner_id
and 'x_fc_default_coc_contact_ids' in self.partner_id._fields):
recipients |= self.partner_id.x_fc_default_coc_contact_ids
# Send to ALL the Customer Contacts defined on this cert (auto-filled
# from the customer's Default CoC Contacts at job creation), falling
# back to the company. The CoC goes to exactly the contacts shown on
# the cert's Customer Contact field.
recipients = self.contact_partner_ids
partner_ids = recipients.ids or (
[self.partner_id.id] if self.partner_id else [])
ctx = {