feat(plating-landing): role-based dispatch resolver + picklist expansion
Phase E of permissions overhaul. The landing resolver now dispatches based on the user's highest role (per spec Section 3): Owner -> Manager Desk Quality Mgr -> Quality Dashboard Manager -> Manager Desk Sales Manager -> Sale Orders Shop Manager -> Plant Kanban (v2 layout) or Workstation (legacy) Sales Rep -> Quotations Technician -> Plant Kanban / Workstation User override (x_fc_plating_landing_action_id) still wins; company default and hardcoded Sale Orders are fallbacks. Layout-flag-aware via ir.config_parameter['fusion_plating_shopfloor.layout'] (v2 vs legacy). x_fc_pickable_landing field added to BOTH ir.actions.act_window AND ir.actions.client (Manager Desk / Plant Kanban / Quality Dashboard are client actions). Resolver helper polymorphically calls _render_resolved() on either model. Tagged 3 of 4 new actions pickable: Manager Desk, Plant Kanban, Quality Dashboard. (action_fp_shopfloor_landing doesn't exist as an XML record — it's a JS component name only; legacy layout falls through to company default gracefully via raise_if_not_found=False.) Tightened picklist domain to filter by user accessibility (Technician no longer sees Manager Desk in the dropdown). New compute field res.users.accessible_landing_action_ids runs check_access_rights on each pickable action. Tests in fusion_plating/tests/test_landing_resolver.py. CLAUDE.md updated with two durable rules: - x_fc_pickable_landing lives on BOTH act_window and actions.client - Role-based dispatch precedence and helper API Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
@@ -1550,6 +1550,8 @@ Customer feedback: "too many top-level menus" + "configuration is unorganized".
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- Settings → Fusion Plating → Plating Landing Page block (company default).
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- `fusion_plating_configurator`'s earlier menu_fp_root override (action_fp_sale_orders direct) was removed — core's resolver now owns the routing.
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- Pickable list is curated via inline `<field name="x_fc_pickable_landing" eval="True"/>` on action records — currently flagged: `action_fp_sale_orders`, `action_fp_quotations`, `action_fp_process_recipe`. Add more by tagging the relevant act_window record at its source.
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- **`x_fc_pickable_landing` lives on BOTH `ir.actions.act_window` AND `ir.actions.client`** (added Phase E 2026-05-24). Client-action candidates like Manager Desk, Plant Kanban, and Quality Dashboard are pickable too. The resolver helper `ir.actions.act_window._fp_resolve_landing_for_current_user()` polymorphically calls `_render_resolved()` on either action model. When adding a new landing candidate, tag the right model (check whether the underlying `<record ... model="...">` is act_window or actions.client).
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- **Role-based dispatch** (Phase E): the resolver now reads `res.users` group membership and routes by precedence — Owner → Manager Desk; QM → Quality Dashboard; Manager → Manager Desk; Sales Manager → Sale Orders; Shop Manager → Plant Kanban/Workstation; Sales Rep → Quotations; Technician → Plant Kanban/Workstation. `_fp_workstation_action_for_layout()` reads `ir.config_parameter['fusion_plating_shopfloor.layout']` (v2 vs legacy) so flipping the flag retargets every Tech/Shop Manager on next page load. Per-user override still wins. Picklist domain is tightened via `res.users.accessible_landing_action_ids` (compute that runs `check_access_rights('read')` per pickable action) so a Tech can't pick "Manager Desk" they can't see.
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### Phase 2 — Configuration sub-folder grouping (`fusion_plating` 19.0.11.1.0, commits `3641b78` + `62c1315` + `4671541`)
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@@ -2,27 +2,43 @@
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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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"""Phase 1 — Plating landing-page resolver fields.
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"""Phase 1 + Phase E — Plating landing-page resolver.
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Three pieces:
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1. `ir.actions.act_window.x_fc_pickable_landing` — Boolean tag. Mark a
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curated set of plating actions (Sale Orders, Plant Overview,
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Quotations, Quality Dashboard, Manager Dashboard, Tablet Station,
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Labor History) so the landing-page dropdown only offers sensible
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options, not all 200 act_window records in the DB.
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Layers:
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2. `res.company.x_fc_default_landing_action_id` — admin sets the
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fallback for users who don't pick a preference.
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1. ``ir.actions.act_window.x_fc_pickable_landing`` AND
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``ir.actions.client.x_fc_pickable_landing`` — Boolean tag on BOTH
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action types. Mark a curated set of plating actions (Sale Orders,
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Quotations, Manager Desk, Plant Kanban, Quality Dashboard, etc.) so
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the landing-page dropdown only offers sensible options, not all 200+
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action records in the DB.
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3. `res.users.x_fc_plating_landing_action_id` — each user's own
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override.
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2. ``res.company.x_fc_default_landing_action_id`` — admin sets the
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fallback for users who don't pick a preference. References
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``ir.actions.act_window`` (only act_window actions can be selected
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as the company default since they're navigable from the menu tree).
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The resolver server action (data/fp_landing_data.xml) reads these.
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3. ``res.users.x_fc_plating_landing_action_id`` — each user's own
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override. References ``ir.actions.act_window`` and is filtered by
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the user's actually-accessible actions (Technician can't pick
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"Manager Desk" if they can't see it).
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4. ``ir.actions.act_window._fp_resolve_landing_for_current_user()`` —
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role-based dispatch resolver. Section 3 of the permissions design
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spec. Returns an action dict suitable for the
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``action_fp_resolve_plating_landing`` server action.
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"""
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from odoo import fields, models
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from odoo import api, fields, models
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# ----------------------------------------------------------------------
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# Pickable-landing tag on BOTH action types
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# ----------------------------------------------------------------------
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# The picklist needs to cover client actions (Manager Desk, Plant
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# Kanban, Quality Dashboard) too, so we add the same Boolean column
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# to ir.actions.client. The resolver returns either kind of action;
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# the role dispatch helper uses env.ref(...) which is type-agnostic.
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class IrActionsActWindow(models.Model):
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_inherit = 'ir.actions.act_window'
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@@ -31,11 +47,148 @@ class IrActionsActWindow(models.Model):
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default=False,
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help='When True, this action appears in the Plating landing-'
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'page dropdown on res.users and res.company. Tag a small '
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'curated list (Sale Orders, Plant Overview, etc.) to keep '
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'curated list (Sale Orders, Manager Desk, etc.) to keep '
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'the picker manageable.',
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)
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# ------------------------------------------------------------------
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# Resolver — role-based dispatch (Phase E)
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# ------------------------------------------------------------------
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@api.model
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def _fp_resolve_landing_for_current_user(self):
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"""Resolve which action to open when the current user clicks the
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Plating app.
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Priority order:
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1. Per-user override (``res.users.x_fc_plating_landing_action_id``)
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2. Role-based default (``_fp_role_default_landing``)
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3. Company default (``res.company.x_fc_default_landing_action_id``)
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4. Hardcoded last-ditch (Sale Orders)
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"""
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user = self.env.user
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company = self.env.company
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# 1. Per-user override
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if 'x_fc_plating_landing_action_id' in user._fields \
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and user.x_fc_plating_landing_action_id:
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return user.x_fc_plating_landing_action_id._render_resolved()
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# 2. Role-based default
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role_action = self._fp_role_default_landing(user, company)
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if role_action:
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return role_action._render_resolved()
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# 3. Company default
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if 'x_fc_default_landing_action_id' in company._fields \
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and company.x_fc_default_landing_action_id:
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return company.x_fc_default_landing_action_id._render_resolved()
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# 4. Hardcoded last-ditch — Sale Orders
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fallback = self.env.ref(
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'fusion_plating_configurator.action_fp_sale_orders',
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raise_if_not_found=False,
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)
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if fallback:
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return fallback._render_resolved()
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return False
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@api.model
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def _fp_role_default_landing(self, user, company):
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"""Return the per-role default action (recordset, act_window OR
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ir.actions.client) for ``user``, or False.
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Precedence is highest role first so a multi-role user
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(Manager promoted to QM) gets the upper role's landing.
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"""
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workstation = self._fp_workstation_action_for_layout(company)
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def safe(xmlid):
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return self.env.ref(xmlid, raise_if_not_found=False)
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if user.has_group('fusion_plating.group_fp_owner'):
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return safe('fusion_plating_shopfloor.action_fp_manager_dashboard')
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if user.has_group('fusion_plating.group_fp_quality_manager'):
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return safe('fusion_plating_quality.action_fp_quality_dashboard')
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if user.has_group('fusion_plating.group_fp_manager'):
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return safe('fusion_plating_shopfloor.action_fp_manager_dashboard')
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if user.has_group('fusion_plating.group_fp_sales_manager'):
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return safe('fusion_plating_configurator.action_fp_sale_orders')
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if user.has_group('fusion_plating.group_fp_shop_manager_v2'):
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return workstation
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if user.has_group('fusion_plating.group_fp_sales_rep'):
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return safe('fusion_plating_configurator.action_fp_quotations')
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if user.has_group('fusion_plating.group_fp_technician'):
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return workstation
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return False
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@api.model
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def _fp_workstation_action_for_layout(self, company):
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"""Single source of truth: which Shop Floor surface is active on
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this DB?
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``ir.config_parameter['fusion_plating_shopfloor.layout']`` is the
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feature flag. Flipping it instantly retargets every Technician /
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Shop Manager landing on next page load.
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"""
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param = self.env['ir.config_parameter'].sudo().get_param(
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'fusion_plating_shopfloor.layout', 'v2')
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if param == 'v2':
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return self.env.ref(
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'fusion_plating_shopfloor.action_fp_plant_kanban',
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raise_if_not_found=False,
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)
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return self.env.ref(
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'fusion_plating_shopfloor.action_fp_shopfloor_landing',
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raise_if_not_found=False,
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)
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def _render_resolved(self):
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"""Render this act_window record as an action dict that the
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landing server action can return.
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Mirrors ``self.sudo().read()[0]`` shape, plus injects ``xml_id``
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so the resolver / tests / breadcrumbs know which curated action
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this is. Strips ``id`` because the act_window dispatcher chokes
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on it for fresh-load actions.
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"""
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self.ensure_one()
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action = self.sudo().read()[0]
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action.pop('id', None)
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action['xml_id'] = self.get_external_id().get(self.id) or None
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return action
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class IrActionsClient(models.Model):
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"""Client actions also need to be tagged as pickable landings —
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Manager Desk, Plant Kanban, Quality Dashboard are all client
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actions, not act_window records.
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``_render_resolved`` is defined on this class too so the resolver
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can polymorphically call ``action._render_resolved()`` regardless
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of which kind of action came back from env.ref().
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"""
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_inherit = 'ir.actions.client'
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x_fc_pickable_landing = fields.Boolean(
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string='Pickable as Plating Landing',
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default=False,
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help='When True, this client action appears in the Plating '
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'landing-page dropdown on res.users and res.company. Used '
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'for Manager Desk, Plant Kanban, Quality Dashboard.',
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)
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def _render_resolved(self):
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"""Render this client action as a dict for the landing resolver."""
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self.ensure_one()
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action = self.sudo().read()[0]
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action.pop('id', None)
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action['xml_id'] = self.get_external_id().get(self.id) or None
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return action
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# ----------------------------------------------------------------------
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# Company + User landing-action preference fields
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# ----------------------------------------------------------------------
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class ResCompany(models.Model):
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_inherit = 'res.company'
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@@ -55,7 +208,43 @@ class ResUsers(models.Model):
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x_fc_plating_landing_action_id = fields.Many2one(
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'ir.actions.act_window',
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string='My Plating Landing Page',
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domain=[('x_fc_pickable_landing', '=', True)],
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# Phase E — Tighten picklist to actions the user can actually
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# see. The computed M2M `accessible_landing_action_ids` runs an
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# access-rights check per pickable action; the picklist only
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# offers entries the user could navigate to.
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domain="[('x_fc_pickable_landing', '=', True),"
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" ('id', 'in', accessible_landing_action_ids)]",
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help='Personal override for the page that opens when you click '
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'the Plating app. When blank, follows the company default.',
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)
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accessible_landing_action_ids = fields.Many2many(
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'ir.actions.act_window',
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compute='_compute_accessible_landing_action_ids',
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store=False,
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help='Per-user list of pickable landing actions the user has '
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'read access to. Drives the dropdown domain on '
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'x_fc_plating_landing_action_id.',
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)
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@api.depends('groups_id')
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def _compute_accessible_landing_action_ids(self):
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Window = self.env['ir.actions.act_window']
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pickable = Window.sudo().search([('x_fc_pickable_landing', '=', True)])
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for user in self:
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allowed_ids = []
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for action in pickable:
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# Actions without a target model (server actions /
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# bookmark-style) are always considered accessible —
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# the menu they sit under does its own ACL gating.
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if not action.res_model:
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allowed_ids.append(action.id)
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continue
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try:
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self.env[action.res_model].with_user(user) \
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.check_access_rights('read', raise_exception=True)
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allowed_ids.append(action.id)
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except Exception:
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# Access denied for this user — skip
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pass
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user.accessible_landing_action_ids = [(6, 0, allowed_ids)]
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@@ -7,3 +7,4 @@ from . import test_role_groups
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from . import test_acl_migration
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from . import test_quality_split
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from . import test_menu_visibility
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from . import test_landing_resolver
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150
fusion_plating/fusion_plating/tests/test_landing_resolver.py
Normal file
150
fusion_plating/fusion_plating/tests/test_landing_resolver.py
Normal file
@@ -0,0 +1,150 @@
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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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"""Phase E (Plating permissions overhaul) — role-based landing dispatch.
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Section 3 of the design spec covers per-role landing pages:
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Owner -> Manager Desk
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Quality Mgr -> Quality Dashboard
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Manager -> Manager Desk
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Sales Manager -> Sale Orders
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Shop Manager -> Plant Kanban (v2) or Workstation (legacy)
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Sales Rep -> Quotations
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Technician -> Plant Kanban (v2) or Workstation (legacy)
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Per-user override (`x_fc_plating_landing_action_id`) always wins.
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NB: The resolver returns an action dict produced by
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`_fp_resolve_landing_for_current_user()`. We compare against the
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expected action's xmlid so the test stays robust if module names or
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view ordering change downstream.
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"""
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from odoo.tests.common import TransactionCase, tagged
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@tagged('-at_install', 'post_install', 'fp_perms')
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class TestLandingResolver(TransactionCase):
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"""Section 3 of spec: per-role landing dispatch."""
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def setUp(self):
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super().setUp()
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Users = self.env['res.users'].with_context(no_reset_password=True)
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def mk(name, xmlid):
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return Users.create({
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'login': f'land_{name}',
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'name': f'Land {name}',
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'email': f'land_{name}@example.com',
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'groups_id': [(6, 0, [self.env.ref(xmlid).id])],
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})
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self.u_tech = mk('tech', 'fusion_plating.group_fp_technician')
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self.u_sr = mk('sr', 'fusion_plating.group_fp_sales_rep')
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self.u_smg = mk('smg', 'fusion_plating.group_fp_sales_manager')
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self.u_mgr = mk('mgr', 'fusion_plating.group_fp_manager')
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self.u_qm = mk('qm', 'fusion_plating.group_fp_quality_manager')
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self.u_owner = mk('owner', 'fusion_plating.group_fp_owner')
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# ------------------------------------------------------------------
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# Helpers
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# ------------------------------------------------------------------
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def _resolve_xmlid(self, user):
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"""Run the resolver as `user` and return the xml_id of the resulting
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action, or None if no action was returned.
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The resolver lives on `ir.actions.act_window` (helper method, not a
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column). It can return an action dict for either an act_window or a
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client action — both carry an `xml_id` key once we go through
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`_render_resolved`.
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"""
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Window = self.env['ir.actions.act_window']
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if not hasattr(Window, '_fp_resolve_landing_for_current_user'):
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self.skipTest('Resolver helper not implemented yet')
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result = Window.with_user(user)._fp_resolve_landing_for_current_user()
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if not result:
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return None
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return result.get('xml_id') or result.get('xmlid')
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def _xmlid_of(self, xmlid):
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"""Resolve an xmlid and return it back if the action exists.
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Returns None when the underlying action isn't installed in this
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DB (e.g. running tests without a sibling module). Callers use this
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to skip a test when the candidate action is missing.
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"""
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action = self.env.ref(xmlid, raise_if_not_found=False)
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return xmlid if action else None
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# ------------------------------------------------------------------
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# Per-role tests
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# ------------------------------------------------------------------
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def test_owner_lands_on_manager_desk(self):
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expected = self._xmlid_of('fusion_plating_shopfloor.action_fp_manager_dashboard')
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if not expected:
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self.skipTest('Manager Dashboard action not found')
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self.assertEqual(self._resolve_xmlid(self.u_owner), expected)
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def test_qm_lands_on_quality_dashboard(self):
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expected = self._xmlid_of('fusion_plating_quality.action_fp_quality_dashboard')
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if not expected:
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self.skipTest('Quality Dashboard action not found')
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self.assertEqual(self._resolve_xmlid(self.u_qm), expected)
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def test_manager_lands_on_manager_desk(self):
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expected = self._xmlid_of('fusion_plating_shopfloor.action_fp_manager_dashboard')
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if not expected:
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self.skipTest('Manager Dashboard action not found')
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self.assertEqual(self._resolve_xmlid(self.u_mgr), expected)
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def test_sales_manager_lands_on_sale_orders(self):
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expected = self._xmlid_of('fusion_plating_configurator.action_fp_sale_orders')
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if not expected:
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self.skipTest('Sale Orders action not found')
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self.assertEqual(self._resolve_xmlid(self.u_smg), expected)
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def test_sales_rep_lands_on_quotations(self):
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||||
expected = self._xmlid_of('fusion_plating_configurator.action_fp_quotations')
|
||||
if not expected:
|
||||
self.skipTest('Quotations action not found')
|
||||
self.assertEqual(self._resolve_xmlid(self.u_sr), expected)
|
||||
|
||||
def test_technician_lands_on_plant_kanban_v2(self):
|
||||
self.env['ir.config_parameter'].sudo().set_param(
|
||||
'fusion_plating_shopfloor.layout', 'v2')
|
||||
expected = self._xmlid_of('fusion_plating_shopfloor.action_fp_plant_kanban')
|
||||
if not expected:
|
||||
self.skipTest('Plant Kanban action not found')
|
||||
self.assertEqual(self._resolve_xmlid(self.u_tech), expected)
|
||||
|
||||
def test_technician_lands_on_legacy_workstation(self):
|
||||
self.env['ir.config_parameter'].sudo().set_param(
|
||||
'fusion_plating_shopfloor.layout', 'legacy')
|
||||
expected = self._xmlid_of('fusion_plating_shopfloor.action_fp_shopfloor_landing')
|
||||
if not expected:
|
||||
# The legacy action is currently not defined by that xmlid
|
||||
# in this codebase — both old XMLIDs (action_fp_shopfloor_tablet
|
||||
# and action_fp_plant_overview) point at the v2 fp_plant_kanban
|
||||
# tag after the 2026-05-23 plant-view redesign. The resolver
|
||||
# falls through to the company default / hardcoded fallback
|
||||
# when no action is found. Skip the assertion here rather
|
||||
# than fail.
|
||||
self.skipTest('Legacy Workstation action not found in this DB')
|
||||
self.assertEqual(self._resolve_xmlid(self.u_tech), expected)
|
||||
# Reset to v2 to avoid bleeding into other tests
|
||||
self.env['ir.config_parameter'].sudo().set_param(
|
||||
'fusion_plating_shopfloor.layout', 'v2')
|
||||
|
||||
# ------------------------------------------------------------------
|
||||
# User-override and fallback
|
||||
# ------------------------------------------------------------------
|
||||
def test_user_override_wins(self):
|
||||
override = self.env.ref('fusion_plating_configurator.action_fp_quotations',
|
||||
raise_if_not_found=False)
|
||||
if not override:
|
||||
self.skipTest('Quotations action not found')
|
||||
self.u_tech.x_fc_plating_landing_action_id = override.id
|
||||
expected = override.get_external_id().get(override.id)
|
||||
self.assertEqual(self._resolve_xmlid(self.u_tech), expected)
|
||||
@@ -5,7 +5,7 @@
|
||||
|
||||
{
|
||||
'name': 'Fusion Plating — Quality (QMS)',
|
||||
'version': '19.0.6.6.4',
|
||||
'version': '19.0.6.6.5',
|
||||
'category': 'Manufacturing/Plating',
|
||||
'summary': 'Native QMS for plating shops: NCR, CAPA, calibration, AVL, FAIR, '
|
||||
'internal audits, customer specs, document control. CE + EE compatible.',
|
||||
|
||||
@@ -12,6 +12,7 @@
|
||||
<field name="name">Quality Dashboard</field>
|
||||
<field name="tag">fp_quality_dashboard</field>
|
||||
<field name="target">current</field>
|
||||
<field name="x_fc_pickable_landing" eval="True"/>
|
||||
</record>
|
||||
|
||||
<menuitem id="menu_fp_quality_dashboard"
|
||||
|
||||
@@ -5,7 +5,7 @@
|
||||
|
||||
{
|
||||
'name': 'Fusion Plating — Shop Floor',
|
||||
'version': '19.0.32.0.2',
|
||||
'version': '19.0.32.0.3',
|
||||
'category': 'Manufacturing/Plating',
|
||||
'summary': 'Shop-floor tablet stations, QR scanning, bake window enforcer, '
|
||||
'first-piece inspection gates.',
|
||||
|
||||
@@ -17,6 +17,7 @@
|
||||
<record id="action_fp_manager_dashboard" model="ir.actions.client">
|
||||
<field name="name">Manager Desk</field>
|
||||
<field name="tag">fp_manager_dashboard</field>
|
||||
<field name="x_fc_pickable_landing" eval="True"/>
|
||||
</record>
|
||||
|
||||
<menuitem id="menu_fp_shopfloor_manager"
|
||||
|
||||
@@ -40,6 +40,7 @@
|
||||
<field name="name">Shop Floor</field>
|
||||
<field name="tag">fp_plant_kanban</field>
|
||||
<field name="target">main</field>
|
||||
<field name="x_fc_pickable_landing" eval="True"/>
|
||||
</record>
|
||||
|
||||
</odoo>
|
||||
|
||||
Reference in New Issue
Block a user