feat(configurator): Phase F — quotations list uplift
F1 follow-up: x_fc_follow_up_date + x_fc_follow_up_user_id fields on
sale.order, surfaced in the quotations list + a 'Needs Follow-Up'
preset filter.
F2 expires: native validity_date exposed as togglable column on the
quotes list + an 'Expired' preset filter.
F3 email status pills: x_fc_email_status computed (draft / sent /
opened / won). 'Opened' detects via mail.notification.is_read on any
email-type mail.message attached to this SO.
F5 part numbers summary: x_fc_part_numbers_summary ("PN1, PN2 (+3
more)") across order_line parts, togglable column.
F7 from-RFQ filter reuses existing x_fc_rfq_attachment_id.
Views:
- view_sale_order_list_fp_quotes (new list dedicated to quotes).
- view_sale_order_search_fp_quotes with filters Draft / Sent / Won /
From RFQ / Needs Follow-Up / Expired + group-bys.
- action_fp_quotations rewired to both of the above.
Bumped to 19.0.7.2.0. Closes all six phases originally planned.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
gsinghpal
@@ -5,7 +5,7 @@
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{
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'name': 'Fusion Plating — Configurator',
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'version': '19.0.7.1.0',
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'version': '19.0.7.2.0',
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'category': 'Manufacturing/Plating',
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'summary': 'Quotation configurator with part catalog, coating configs, and formula-based pricing engine.',
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'description': """
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@@ -144,6 +144,78 @@ class SaleOrder(models.Model):
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])
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rec.x_fc_wo_completion = '%d/%d' % (done, total) if total else '0/0'
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# ---- Phase F: quotes list view polish ----
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x_fc_follow_up_date = fields.Date(
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string='Follow-Up Date',
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help='Date to chase the customer for a decision on this quote.',
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tracking=True,
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)
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x_fc_follow_up_user_id = fields.Many2one(
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'res.users', string='Follow-Up Owner',
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help='Who should chase the customer on the follow-up date.',
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)
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x_fc_email_status = fields.Selection(
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[('draft', 'Draft'),
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('sent', 'Sent'),
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('opened', 'Opened'),
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('won', 'Order Received')],
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string='Email Status',
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compute='_compute_email_status',
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store=True,
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)
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x_fc_part_numbers_summary = fields.Char(
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string='Part Numbers',
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compute='_compute_part_numbers_summary',
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)
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@api.depends('state')
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def _compute_email_status(self):
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"""Map state + mail tracking to a single visible pill.
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- draft SO with no tracked email sent => draft
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- sent (Odoo state) => sent
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- sent + mail opened => opened (detected via mail.message)
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- state=sale/done => won
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"""
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for rec in self:
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if rec.state in ('sale', 'done'):
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rec.x_fc_email_status = 'won'
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continue
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if rec.state == 'draft':
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rec.x_fc_email_status = 'draft'
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continue
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# state == 'sent'
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opened = False
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if rec.id:
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msgs = self.env['mail.message'].sudo().search([
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('model', '=', 'sale.order'),
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('res_id', '=', rec.id),
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('message_type', '=', 'email'),
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], limit=10)
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# mail.notification tracks read timestamps
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for m in msgs:
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if m.notification_ids.filtered(
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lambda n: n.is_read
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):
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opened = True
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break
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rec.x_fc_email_status = 'opened' if opened else 'sent'
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@api.depends('order_line.x_fc_part_catalog_id.part_number')
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def _compute_part_numbers_summary(self):
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for rec in self:
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parts = rec.order_line.mapped('x_fc_part_catalog_id.part_number')
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parts = [p for p in parts if p]
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if not parts:
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rec.x_fc_part_numbers_summary = False
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continue
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if len(parts) <= 2:
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rec.x_fc_part_numbers_summary = ', '.join(parts)
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else:
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rec.x_fc_part_numbers_summary = '%s, %s (+%d more)' % (
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parts[0], parts[1], len(parts) - 2,
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)
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@api.depends('invoice_ids.amount_total', 'invoice_ids.state',
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'invoice_ids.move_type')
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def _compute_invoiced_amount(self):
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@@ -177,6 +177,69 @@
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</field>
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</record>
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<!-- ===== Quotes list view (state in draft/sent) ===== -->
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<record id="view_sale_order_list_fp_quotes" model="ir.ui.view">
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<field name="name">sale.order.list.fp.quotes</field>
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<field name="model">sale.order</field>
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<field name="arch" type="xml">
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<list string="Quotations" decoration-muted="state == 'cancel'">
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<field name="name"/>
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<field name="partner_id"/>
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<field name="x_fc_part_numbers_summary" optional="show"/>
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<field name="x_fc_po_number" optional="hide"/>
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<field name="x_fc_customer_job_number" optional="hide"/>
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<field name="create_date" string="Created" optional="show"/>
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<field name="validity_date" string="Expires" optional="show"/>
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<field name="x_fc_follow_up_date" optional="show"/>
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<field name="x_fc_follow_up_user_id" optional="show"/>
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<field name="amount_total" sum="Total"/>
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<field name="x_fc_email_status" widget="badge"
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decoration-info="x_fc_email_status == 'sent'"
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decoration-warning="x_fc_email_status == 'opened'"
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decoration-success="x_fc_email_status == 'won'"/>
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<field name="currency_id" column_invisible="1"/>
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<field name="state" widget="badge"/>
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</list>
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</field>
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</record>
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<!-- ===== Quotes search view ===== -->
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<record id="view_sale_order_search_fp_quotes" model="ir.ui.view">
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<field name="name">sale.order.search.fp.quotes</field>
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<field name="model">sale.order</field>
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<field name="arch" type="xml">
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<search string="Quotations">
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<field name="name"/>
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<field name="partner_id"/>
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<field name="x_fc_part_numbers_summary" string="Part Number"/>
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<filter name="my_quotes" string="My Quotes"
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domain="[('user_id', '=', uid)]"/>
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<separator/>
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<filter name="draft" string="Draft"
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domain="[('state', '=', 'draft')]"/>
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<filter name="sent" string="Sent"
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domain="[('state', '=', 'sent')]"/>
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<filter name="won" string="Won"
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domain="[('state', 'in', ('sale', 'done'))]"/>
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<separator/>
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<filter name="from_rfq" string="From RFQ"
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domain="[('x_fc_rfq_attachment_id', '!=', False)]"/>
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<filter name="needs_followup" string="Needs Follow-Up"
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domain="[('x_fc_follow_up_date', '<=', context_today()), ('state', 'in', ('draft', 'sent'))]"/>
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<filter name="expired" string="Expired"
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domain="[('validity_date', '<', context_today()), ('state', 'in', ('draft', 'sent'))]"/>
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<group>
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<filter string="Customer" name="group_partner"
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context="{'group_by': 'partner_id'}"/>
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<filter string="Status" name="group_state"
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context="{'group_by': 'state'}"/>
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<filter string="Follow-Up Owner" name="group_followup"
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context="{'group_by': 'x_fc_follow_up_user_id'}"/>
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</group>
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</search>
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</field>
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</record>
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<!-- ===== Search view for Fusion Plating SO list ===== -->
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<record id="view_sale_order_search_fp" model="ir.ui.view">
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<field name="name">sale.order.search.fp</field>
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@@ -222,7 +285,8 @@
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<field name="view_mode">list,form,kanban</field>
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<field name="domain">[('state', 'in', ('draft', 'sent'))]</field>
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<field name="view_ids" eval="[(5, 0, 0),
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(0, 0, {'view_mode': 'list', 'view_id': ref('view_sale_order_list_fp')})]"/>
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(0, 0, {'view_mode': 'list', 'view_id': ref('view_sale_order_list_fp_quotes')})]"/>
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<field name="search_view_id" ref="view_sale_order_search_fp_quotes"/>
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<field name="context">{'default_x_fc_delivery_method': 'shipping_partner'}</field>
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<field name="help" type="html">
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<p class="o_view_nocontent_smiling_face">
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