feat(promote-customer-spec): Phase B — two-picker SO line UX
Spec-side picker (x_fc_customer_spec_id / customer_spec_id) added on: - sale.order.line (via quality inherit — onchange autofill, create() fallback to part default, _prepare_invoice_line carry) - account.move.line (via quality inherit — invoice rendering) - fp.part.catalog (via quality inherit — x_fc_default_customer_spec_id) - fp.direct.order.line (via quality inherit — wizard picker + autofill) - fp.direct.order.wizard (action_create_order post-creates spec on SO line) Thickness picker switched to fp.recipe.thickness (replaces coating-scoped): - sale.order.line.x_fc_thickness_id comodel + domain rewired to recipe - account.move.line + fp.delivery same - fp.direct.order.line.thickness_id same View inherits in quality add Specification picker next to legacy Primary Treatment column on: - SO form line tree - part catalog Default Treatments block - direct-order wizard line tree + drawer Wizard files (fp.contract.review.client.email.wizard) pulled from entech into the repo — they were ahead of the repo. Quality __init__ now imports wizards/. Legacy x_fc_coating_config_id + treatment_ids remain visible during transition; Phase E removes them. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
gsinghpal
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# -*- coding: utf-8 -*-
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# Copyright 2026 Nexa Systems Inc.
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# License OPL-1 (Odoo Proprietary License v1.0)
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# Part of the Fusion Plating product family.
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from . import fp_contract_review_client_email_wizard
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# -*- coding: utf-8 -*-
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# Copyright 2026 Nexa Systems Inc.
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# License OPL-1 (Odoo Proprietary License v1.0)
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# Part of the Fusion Plating product family.
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from odoo import _, api, fields, models
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from odoo.exceptions import UserError
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class FpContractReviewClientEmailWizard(models.TransientModel):
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"""Email-composer wizard for the Contract Review "Awaiting Client Info"
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workflow. Pre-fills subject + body from the QA failure reason so the
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QA Signer (Brett, or any other configured signer) can ping the
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customer in a single click.
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Sending the wizard:
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1. Posts a chatter message of message_type='email' on the review
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(the smart-button counter on the review form picks this up).
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2. Sends the actual email via mail.mail to the customer's email.
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3. Stamps `info_requested_date` on the review the first time, so
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the form clearly shows when the request went out.
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"""
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_name = 'fp.contract.review.client.email.wizard'
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_description = 'Contract Review — Email Client (Request Info)'
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review_id = fields.Many2one(
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'fp.contract.review',
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string='Contract Review',
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required=True,
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ondelete='cascade',
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)
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customer_id = fields.Many2one(
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'res.partner',
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related='review_id.customer_id',
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readonly=True,
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)
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recipient_email = fields.Char(
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string='To',
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required=True,
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help='Customer contact email. Edit if the request needs to go to a '
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'specific buyer / engineer.',
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)
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recipient_name = fields.Char(
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string='Recipient Name',
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)
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subject = fields.Char(
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string='Subject',
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required=True,
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)
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body = fields.Html(
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string='Message',
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required=True,
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sanitize=True,
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)
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@api.model
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def default_get(self, fields_list):
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vals = super().default_get(fields_list)
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review_id = self.env.context.get('default_review_id')
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if review_id:
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review = self.env['fp.contract.review'].browse(review_id)
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company = review.company_id or self.env.company
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part_label = (review.part_id and review.part_id.display_name) or '-'
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po_label = review.contract_po_number or review.quote_or_job_number or '-'
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failure_html = review.qa_failure_reason or _(
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'<p>(Reason not yet captured — type details here.)</p>'
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)
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if 'subject' in fields_list and not vals.get('subject'):
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vals['subject'] = _(
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'%(company)s — Information request for Contract Review '
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'%(name)s (PO %(po)s)'
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) % {
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'company': company.name or '',
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'name': review.name or '',
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'po': po_label,
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}
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if 'body' in fields_list and not vals.get('body'):
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vals['body'] = _(
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'<p>Hello %(recipient)s,</p>'
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'<p>We are reviewing your contract for <b>%(part)s</b> '
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'(PO %(po)s) and need additional information to '
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'finalise our QA-005 review.</p>'
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'<p><b>Items requiring clarification:</b></p>'
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'%(failure)s'
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'<p>Please reply with the requested information at '
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'your earliest convenience so we can complete the '
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'review and proceed with production.</p>'
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'<p>Thank you,<br/>%(company)s — Quality Team</p>'
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) % {
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'recipient': (review.customer_id.name or _('there')),
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'part': part_label,
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'po': po_label,
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'failure': failure_html,
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'company': company.name or '',
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}
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return vals
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def action_send(self):
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"""Send the email + post chatter + stamp request date."""
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self.ensure_one()
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if not self.recipient_email:
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raise UserError(_(
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'A recipient email is required. Set the customer\'s email '
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'on their contact card or override here.'
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))
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review = self.review_id
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# Post into the review's chatter as message_type='email' so the
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# smart-button counter picks it up. message_post handles the
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# actual mail.mail send when partner_ids / email_to is set.
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review.message_post(
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body=self.body,
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subject=self.subject,
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message_type='email',
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subtype_xmlid='mail.mt_comment',
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partner_ids=review.customer_id.ids if review.customer_id else [],
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email_layout_xmlid='mail.mail_notification_light',
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email_add_signature=True,
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)
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# Belt-and-braces direct send to the recipient_email when it
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# differs from the partner's primary email (e.g. a buyer-specific
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# address typed into the wizard).
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partner_email = review.customer_id.email if review.customer_id else ''
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if self.recipient_email and self.recipient_email != partner_email:
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self.env['mail.mail'].sudo().create({
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'subject': self.subject,
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'body_html': self.body,
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'email_from': self.env.user.email_formatted or
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(review.company_id and review.company_id.email) or '',
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'email_to': self.recipient_email,
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'auto_delete': True,
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'model': 'fp.contract.review',
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'res_id': review.id,
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}).send()
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if not review.info_requested_date:
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review.write({'info_requested_date': fields.Datetime.now()})
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return {'type': 'ir.actions.act_window_close'}
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<?xml version="1.0" encoding="utf-8"?>
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<!--
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Copyright 2026 Nexa Systems Inc.
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License OPL-1 (Odoo Proprietary License v1.0)
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-->
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<odoo>
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<record id="view_fp_contract_review_client_email_wizard_form" model="ir.ui.view">
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<field name="name">fp.contract.review.client.email.wizard.form</field>
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<field name="model">fp.contract.review.client.email.wizard</field>
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<field name="arch" type="xml">
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<form string="Email Client — Request Info">
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<sheet>
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<group>
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<field name="review_id" readonly="1"/>
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<field name="customer_id" readonly="1"/>
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<field name="recipient_email"/>
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<field name="recipient_name"/>
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<field name="subject"/>
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</group>
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<separator string="Message"/>
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<field name="body" placeholder="Compose the message to the client. The body has been pre-filled with the QA failure reason — edit as needed."/>
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</sheet>
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<footer>
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<button name="action_send"
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type="object"
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string="Send Email"
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class="btn-primary"
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icon="fa-paper-plane"/>
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<button special="cancel"
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string="Cancel"
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class="btn-secondary"/>
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</footer>
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</form>
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</field>
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</record>
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</odoo>
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