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feat(invoicing): strategy auto-fill + hold check + deposit/COD automation + menu

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Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
This commit is contained in:
gsinghpal
2026-04-12 19:36:27 -04:00
parent 10e3ada9e9
commit 7dea212c13
4 changed files with 172 additions and 2 deletions
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29
fusion-plating/fusion_plating_invoicing/views/fp_invoicing_menu.xml
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@@ -5,4 +5,33 @@
Part of the Fusion Plating product family.
-->
<odoo>
<!-- ===== Window actions (BEFORE menus) ===== -->
<record id="action_fp_account_holds" model="ir.actions.act_window">
<field name="name">Account Holds</field>
<field name="res_model">res.partner</field>
<field name="view_mode">list,form</field>
<field name="domain">[('x_fc_account_hold', '=', True)]</field>
<field name="help" type="html">
<p class="o_view_nocontent_smiling_face">
No customers on account hold
</p>
</field>
</record>
<!-- ===== Menu items under Configuration ===== -->
<menuitem id="menu_fp_invoice_strategy"
name="Invoice Strategy Defaults"
parent="fusion_plating.menu_fp_config"
action="action_fp_invoice_strategy_default"
sequence="60"
groups="group_fp_accounting"/>
<menuitem id="menu_fp_account_holds"
name="Account Holds"
parent="fusion_plating.menu_fp_config"
action="action_fp_account_holds"
sequence="70"
groups="group_fp_accounting"/>
</odoo>

17
fusion-plating/fusion_plating_invoicing/views/sale_order_views.xml
View File

@@ -5,4 +5,21 @@
Part of the Fusion Plating product family.
-->
<odoo>
<!-- ===== Account hold warning banner on SO form ===== -->
<record id="view_sale_order_form_hold_banner" model="ir.ui.view">
<field name="name">sale.order.form.fp.hold.banner</field>
<field name="model">sale.order</field>
<field name="inherit_id" ref="sale.view_order_form"/>
<field name="arch" type="xml">
<xpath expr="//form/header" position="before">
<div class="alert alert-danger" role="alert"
invisible="not partner_id or not partner_id.x_fc_account_hold">
<strong>Account Hold</strong> — This customer is on account hold.
SO confirmation, invoicing, and shipping are blocked for non-managers.
</div>
</xpath>
</field>
</record>
</odoo>