feat(configurator): Express form layout rebuild — match mockup
Restructures the Express form to align with the brainstorming mockup: Header (4-column grid via <group col='4'>): - Row 1: Customer (colspan=2) + Shipping Address (colspan=2) - Row 2: Consolidated PO Block (colspan=2 with PO#/PDF/Pending toggle/ Expected date stacked + chase warning inline) + Customer Job # + Job Sorting - Row 3: Material/Process Tag + Lead Time (X to Y inline) + Payment Terms + Delivery Method - Row 4: Blanket SO + Currency/Pricelist + Quote Validity + Invoice Strategy Lines: 13 inline columns including the Express-specific Line Job #, masking toggle, bake text, plus per-line action buttons (DWG, OPEN, + bulk) wired to the Phase B helpers. Footer: side-by-side cards — Notes + Terms stacked in the left card, Totals card on the right with Total Lines / Total Qty / Grand Total + currency pill. SCSS adds: - PO block: accent-bordered card-within-card - Lines: tight spreadsheet borders, hover row highlight - Bake column: amber pill style, italic 'no bake' for empty - Customer Line Job #: bold, uppercase, narrow column - Inline action buttons: small uppercase bordered chips - Footer cards with prominent Grand Total + currency pill OWL multi-row Part cell (FpExpressPartCell) and click-to-edit Bake pill (FpExpressBakePill) are still deferred — they need real OWL components, separate pass.
This commit is contained in:
gsinghpal
@@ -2,18 +2,21 @@
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<odoo>
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<!-- ============================================================
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Express Orders form view (2026-05-26 — Phase C v1)
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Express Orders form view (2026-05-26 — Phase C v1.5 rebuild)
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Spreadsheet-style flat entry for repeat customers. Reuses the
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existing fp.direct.order.wizard model end-to-end (Q1=D from the
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design spec). This view is shipped alongside the legacy form;
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both write to the same DB rows.
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Spreadsheet-style flat entry — header as a 4-column grid,
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PO block as a consolidated multi-row mini-card, lines with
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inline DWG/OPEN/+bulk action buttons, footer as side-by-side
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Notes/Terms cards + Totals card with the currency pill.
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v1 deferments (will be added in later iterations):
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- OWL widget for multi-row Part cell (FpExpressPartCell)
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- OWL widget for click-to-edit Bake pill (FpExpressBakePill)
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- Inline DWG / OPEN / + bulk buttons per line
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- Custom SCSS (uses stock Odoo styles)
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Matches docs/superpowers/2026-05-25-express-orders-brainstorm-handoff
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+ .claude/mockups/express_orders.html as closely as Odoo's
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form-view constraints allow.
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Still deferred (separate OWL widget pass):
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- Multi-row Part cell (FpExpressPartCell — part# stacked
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over description over serial list + bulk button)
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- Click-to-edit Bake pill (FpExpressBakePill)
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============================================================ -->
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<record id="view_fp_express_order_form" model="ir.ui.view">
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@@ -43,13 +46,6 @@
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statusbar_visible="draft,confirmed"/>
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</header>
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<div class="alert alert-info py-2 mb-0 small"
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role="alert"
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invisible="state != 'draft'">
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<i class="fa fa-bolt me-1"/>
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<strong>Express Orders.</strong> Spreadsheet-style flat entry — every column on the line, every field inline.
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Drafts auto-save. Switch to the Legacy view any time via the header button.
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</div>
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<div class="alert alert-warning mb-0"
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role="alert"
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invisible="not missing_info_msg">
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@@ -70,174 +66,209 @@
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<div class="oe_title">
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<label for="name" class="o_form_label"/>
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<h1><field name="name" readonly="1"/></h1>
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<h1 class="d-flex align-items-center gap-2">
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<field name="name" readonly="1"/>
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<span class="badge text-bg-info" style="font-size: 10px;">EXPRESS</span>
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</h1>
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<field name="user_id" readonly="state != 'draft'"
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options="{'no_create': True}"/>
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<field name="view_source" invisible="1"/>
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</div>
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<!-- ====== Row 1 — Customer + Shipping (both prominent) ====== -->
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<group>
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<group string="Customer">
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<field name="partner_id" options="{'no_create_edit': True}"/>
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<field name="partner_invoice_id"
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options="{'no_create_edit': True}"
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invisible="not partner_id"/>
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<field name="partner_shipping_id"
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options="{'no_create_edit': False}"
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invisible="not partner_id"/>
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<field name="customer_job_number"/>
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<field name="job_sort_id"
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options="{'no_create_edit': False, 'no_open': True}"
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placeholder="Type to create a new bucket..."/>
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<field name="material_process"
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placeholder="e.g. ENP-STEEL-HP-ADVANCED"/>
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</group>
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<!-- =========================================================
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ROW 1 — Customer (span 2) + Shipping (span 2) — 4-col grid
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========================================================= -->
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<group col="4" class="o_fp_express_header">
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<field name="partner_id"
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colspan="2"
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options="{'no_create_edit': True}"/>
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<field name="partner_shipping_id"
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colspan="2"
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options="{'no_create_edit': False}"
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invisible="not partner_id"/>
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<!-- ====== PO Block ====== -->
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<group string="Purchase Order">
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<!-- ============================================
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ROW 2 — PO Block (span 2) + Job# + Job Sorting
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============================================ -->
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<group colspan="2" class="o_fp_po_block">
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<separator string="Customer PO" colspan="2"/>
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<field name="po_number"
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placeholder="Enter the customer PO number"/>
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<field name="po_attachment_file"
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filename="po_attachment_filename"/>
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filename="po_attachment_filename"
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string="PO Document (PDF)"/>
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<field name="po_attachment_filename" invisible="1"/>
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<field name="po_pending" widget="boolean_toggle"/>
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<field name="po_pending" widget="boolean_toggle"
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string="PO Pending"/>
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<field name="po_expected_date"
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string="PO Expected By"
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invisible="not po_pending"/>
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<div colspan="2" class="text-muted small"
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<div colspan="2" class="alert alert-warning py-1 my-1 small"
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role="alert"
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invisible="not po_pending">
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<i class="fa fa-info-circle me-1"/>
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<i class="fa fa-clock-o me-1"/>
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Order will confirm without a PO. A chase activity
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will be scheduled for the expected date so sales
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follows up.
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will be scheduled for the expected date.
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</div>
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</group>
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</group>
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<field name="customer_job_number"
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string="Customer Job #"/>
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<field name="job_sort_id"
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string="Job Sorting"
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options="{'no_create_edit': False, 'no_open': True}"
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placeholder="Type to create a new bucket..."/>
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<!-- ====== Row 2 — Scheduling + Pricing ====== -->
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<group>
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<group string="Scheduling & Lead Time">
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<label for="lead_time_min_days" string="Lead Time (days)"/>
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<div class="o_row">
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<field name="lead_time_min_days" class="oe_inline" style="width: 4em;"/>
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<span> to </span>
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<field name="lead_time_max_days" class="oe_inline" style="width: 4em;"/>
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</div>
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<field name="planned_start_date"/>
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<field name="customer_deadline" string="Delivery Date"/>
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<field name="validity_date" string="Quote Validity"/>
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<field name="is_blanket_order"/>
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</group>
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<group string="Pricing & Fulfilment">
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<field name="pricelist_id"
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string="Currency / Pricelist"
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context="{'fp_express_currency_picker': True}"
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options="{'no_create_edit': True}"/>
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<field name="payment_term_id"
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options="{'no_create': True}"/>
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<field name="delivery_method"/>
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<field name="invoice_strategy"/>
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<label for="deposit_percent"
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invisible="invoice_strategy != 'deposit'"/>
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<div class="o_row"
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invisible="invoice_strategy != 'deposit'">
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<field name="deposit_percent" nolabel="1" class="oe_inline"/>
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<span class="ms-1">%</span>
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</div>
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</group>
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<!-- ============================================
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ROW 3 — Material + Lead Time + Payment + Delivery
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============================================ -->
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<field name="material_process"
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string="Material / Process Tag"
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placeholder="e.g. ENP-STEEL-HP-ADVANCED"/>
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<label for="lead_time_min_days" string="Lead Time (days)"/>
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<div class="o_row">
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<field name="lead_time_min_days" class="oe_inline" style="width: 3em;"/>
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<span> to </span>
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<field name="lead_time_max_days" class="oe_inline" style="width: 3em;"/>
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</div>
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<field name="payment_term_id"
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string="Payment Terms"
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options="{'no_create': True}"/>
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<field name="delivery_method"
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string="Delivery Method"/>
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<!-- ============================================
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ROW 4 — Blanket + Currency + Quote Valid + Invoice
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============================================ -->
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<field name="is_blanket_order"
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string="Blanket SO"
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widget="boolean_toggle"/>
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<field name="pricelist_id"
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string="Currency / Pricelist"
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context="{'fp_express_currency_picker': True}"
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options="{'no_create_edit': True}"/>
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<field name="validity_date"
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string="Quote Validity"/>
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<field name="invoice_strategy"
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string="Invoice Strategy"/>
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</group>
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<!-- ====== Order Lines — the spreadsheet ====== -->
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<notebook>
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<page string="Lines" name="lines">
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<div class="mb-2 d-flex gap-2">
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<button name="action_add_from_prior_so"
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type="object"
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string="+ Add From Prior SO"
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class="btn-secondary btn-sm"
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invisible="not partner_id"/>
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<button name="action_add_from_quotes"
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type="object"
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string="+ Add From Quotes"
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class="btn-secondary btn-sm"
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invisible="not partner_id"/>
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</div>
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<field name="line_ids">
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<list editable="bottom"
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decoration-warning="is_missing_info">
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<field name="is_missing_info" column_invisible="1"/>
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<field name="sequence" widget="handle"/>
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<field name="part_catalog_id"
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string="Part Number"
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context="{'default_partner_id': parent.partner_id, 'default_revision': 'A'}"
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domain="[('partner_id', '=', parent.partner_id), ('is_latest_revision', '=', True)]"
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options="{'no_quick_create': True}"/>
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<field name="line_description"
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string="Specification (Customer-Facing)"/>
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<field name="customer_line_ref"
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string="Line Job #"
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placeholder="ABC"/>
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<field name="thickness_range"
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placeholder="e.g. .0005-.0010"/>
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<field name="masking_enabled"
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string="Mask"
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widget="boolean_toggle"/>
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<field name="bake_instructions"
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string="Bake"
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placeholder="empty = no bake"/>
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<field name="internal_description"
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string="Internal Notes"
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optional="show"/>
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<field name="serial_ids"
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widget="many2many_tags"
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options="{'no_quick_create': False, 'color_field': 'state_color'}"
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domain="[('part_id', '=', part_catalog_id)]"
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optional="show"/>
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<field name="quantity"/>
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<field name="unit_price"
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widget="monetary"
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options="{'currency_field': 'currency_id'}"/>
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<field name="line_subtotal"
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widget="monetary"
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options="{'currency_field': 'currency_id'}"
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sum="Total"/>
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<field name="process_variant_id"
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string="Process / Recipe"
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options="{'no_quick_create': True}"
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invisible="not part_catalog_id"
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optional="hide"/>
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<field name="currency_id" column_invisible="1"/>
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</list>
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</field>
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<group class="mt-3">
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<group>
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<field name="total_line_count" readonly="1"/>
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<field name="total_qty" readonly="1"/>
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</group>
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<group>
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<separator string="Order Lines"/>
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<div class="mb-2 d-flex gap-2">
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<button name="action_add_from_prior_so"
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type="object"
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string="+ Add From Prior SO"
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class="btn-secondary btn-sm"
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invisible="not partner_id"/>
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<button name="action_add_from_quotes"
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type="object"
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string="+ Add From Quotes"
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class="btn-secondary btn-sm"
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invisible="not partner_id"/>
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</div>
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<field name="line_ids" class="o_fp_express_lines">
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<list editable="bottom"
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decoration-warning="is_missing_info">
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<field name="is_missing_info" column_invisible="1"/>
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<field name="sequence" widget="handle"/>
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<field name="part_catalog_id"
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string="Part Number"
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context="{'default_partner_id': parent.partner_id, 'default_revision': 'A'}"
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domain="[('partner_id', '=', parent.partner_id), ('is_latest_revision', '=', True)]"
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options="{'no_quick_create': True}"/>
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<field name="line_description"
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string="Specification"/>
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<field name="customer_line_ref"
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string="Line Job #"
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placeholder="ABC"/>
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<field name="thickness_range"
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string="Thickness"
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placeholder=".0005-.0010"/>
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<field name="masking_enabled"
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string="Mask"
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widget="boolean_toggle"/>
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<field name="bake_instructions"
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string="Bake"
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placeholder="no bake"/>
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<field name="internal_description"
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string="Internal Notes"
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optional="show"/>
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<field name="serial_ids"
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widget="many2many_tags"
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options="{'no_quick_create': False, 'color_field': 'state_color'}"
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domain="[('part_id', '=', part_catalog_id)]"
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optional="show"/>
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<button name="action_open_serial_bulk_add" type="object"
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string="+ bulk"
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class="btn-link btn-sm o_fp_inline_btn"
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title="Bulk-add serial numbers (paste list or range fill)"
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invisible="not part_catalog_id"/>
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<field name="quantity"/>
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<field name="unit_price"
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widget="monetary"
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options="{'currency_field': 'currency_id'}"/>
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<field name="line_subtotal"
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widget="monetary"
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options="{'currency_field': 'currency_id'}"
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sum="Total"/>
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<button name="action_upload_drawing" type="object"
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string="DWG"
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class="btn-link btn-sm o_fp_inline_btn"
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title="Upload a drawing for this part (saves to the part record)"
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invisible="not part_catalog_id"/>
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<button name="action_open_part" type="object"
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string="OPEN"
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class="btn-link btn-sm o_fp_inline_btn"
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title="Open the part record in a modal"
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invisible="not part_catalog_id"/>
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<field name="process_variant_id"
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string="Process / Recipe"
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options="{'no_quick_create': True}"
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invisible="not part_catalog_id"
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optional="hide"/>
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<field name="currency_id" column_invisible="1"/>
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</list>
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</field>
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<!-- ====== Footer — Notes/Terms (left card) + Totals (right card) ====== -->
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<div class="o_fp_express_footer mt-3">
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<group col="2">
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<!-- LEFT — Notes + Terms stacked -->
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<group class="o_fp_footer_left">
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<separator string="Order-Level Internal Notes"/>
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<field name="internal_notes" nolabel="1"
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placeholder="Visible only to estimator / planner / shop. Never prints."/>
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<separator string="Terms & Conditions"/>
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<field name="terms_and_conditions" nolabel="1"
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placeholder="Customer-facing terms — prints on quote / SO / invoice."/>
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</group>
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<!-- RIGHT — Totals card with currency pill -->
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<group class="o_fp_footer_totals">
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<separator string="Totals"/>
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<field name="total_line_count"
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string="Total Lines"
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readonly="1"/>
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<field name="total_qty"
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string="Total Quantity"
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readonly="1"/>
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<label for="total_amount" string="Grand Total"
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class="o_fp_grand_total_label"/>
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<div class="d-flex align-items-center gap-2 o_fp_grand_total">
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<field name="total_amount"
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widget="monetary"
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options="{'currency_field': 'currency_id'}"
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readonly="1"/>
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<field name="currency_id" invisible="1"/>
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</group>
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readonly="1"
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nolabel="1"
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class="oe_inline"/>
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<field name="currency_id"
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readonly="1"
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nolabel="1"
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class="o_fp_currency_pill"/>
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</div>
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</group>
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</page>
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<!-- ====== Notes + Terms ====== -->
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<page string="Notes & Terms" name="notes">
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<group>
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<group string="Order-Level Internal Notes (never prints)">
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<field name="internal_notes" nolabel="1"
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placeholder="Visible only to estimator / planner / shop."/>
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</group>
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<group string="Terms & Conditions (prints on customer docs)">
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<field name="terms_and_conditions" nolabel="1"
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placeholder="Customer-facing terms — seeded from company default."/>
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</group>
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</group>
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</page>
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</notebook>
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</group>
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</div>
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</sheet>
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<chatter/>
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Reference in New Issue
Block a user