From 97c733b7c3830a4e30b8f1aa391cc2413a07cd82 Mon Sep 17 00:00:00 2001
From: gsinghpal <gur_preet.singh@outlook.com>
Date: Sun, 19 Apr 2026 21:23:41 -0400
Subject: [PATCH] =?UTF-8?q?feat(configurator):=20Phase=20F=20=E2=80=94=20q?=
 =?UTF-8?q?uotations=20list=20uplift?=
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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>
---
 .../__manifest__.py                           |  2 +-
 .../models/sale_order.py                      | 72 +++++++++++++++++++
 .../views/sale_order_views.xml                | 66 ++++++++++++++++-
 3 files changed, 138 insertions(+), 2 deletions(-)

diff --git a/fusion_plating/fusion_plating_configurator/__manifest__.py b/fusion_plating/fusion_plating_configurator/__manifest__.py
index 9b1d7d28..3d374ed1 100644
--- a/fusion_plating/fusion_plating_configurator/__manifest__.py
+++ b/fusion_plating/fusion_plating_configurator/__manifest__.py
@@ -5,7 +5,7 @@
 
 {
     'name': 'Fusion Plating — Configurator',
-    'version': '19.0.7.1.0',
+    'version': '19.0.7.2.0',
     'category': 'Manufacturing/Plating',
     'summary': 'Quotation configurator with part catalog, coating configs, and formula-based pricing engine.',
     'description': """
diff --git a/fusion_plating/fusion_plating_configurator/models/sale_order.py b/fusion_plating/fusion_plating_configurator/models/sale_order.py
index 25b8a568..78523a69 100644
--- a/fusion_plating/fusion_plating_configurator/models/sale_order.py
+++ b/fusion_plating/fusion_plating_configurator/models/sale_order.py
@@ -144,6 +144,78 @@ class SaleOrder(models.Model):
             ])
             rec.x_fc_wo_completion = '%d/%d' % (done, total) if total else '0/0'
 
+    # ---- Phase F: quotes list view polish ----
+    x_fc_follow_up_date = fields.Date(
+        string='Follow-Up Date',
+        help='Date to chase the customer for a decision on this quote.',
+        tracking=True,
+    )
+    x_fc_follow_up_user_id = fields.Many2one(
+        'res.users', string='Follow-Up Owner',
+        help='Who should chase the customer on the follow-up date.',
+    )
+    x_fc_email_status = fields.Selection(
+        [('draft', 'Draft'),
+         ('sent', 'Sent'),
+         ('opened', 'Opened'),
+         ('won', 'Order Received')],
+        string='Email Status',
+        compute='_compute_email_status',
+        store=True,
+    )
+    x_fc_part_numbers_summary = fields.Char(
+        string='Part Numbers',
+        compute='_compute_part_numbers_summary',
+    )
+
+    @api.depends('state')
+    def _compute_email_status(self):
+        """Map state + mail tracking to a single visible pill.
+
+        - draft SO with no tracked email sent => draft
+        - sent (Odoo state) => sent
+        - sent + mail opened => opened (detected via mail.message)
+        - state=sale/done => won
+        """
+        for rec in self:
+            if rec.state in ('sale', 'done'):
+                rec.x_fc_email_status = 'won'
+                continue
+            if rec.state == 'draft':
+                rec.x_fc_email_status = 'draft'
+                continue
+            # state == 'sent'
+            opened = False
+            if rec.id:
+                msgs = self.env['mail.message'].sudo().search([
+                    ('model', '=', 'sale.order'),
+                    ('res_id', '=', rec.id),
+                    ('message_type', '=', 'email'),
+                ], limit=10)
+                # mail.notification tracks read timestamps
+                for m in msgs:
+                    if m.notification_ids.filtered(
+                        lambda n: n.is_read
+                    ):
+                        opened = True
+                        break
+            rec.x_fc_email_status = 'opened' if opened else 'sent'
+
+    @api.depends('order_line.x_fc_part_catalog_id.part_number')
+    def _compute_part_numbers_summary(self):
+        for rec in self:
+            parts = rec.order_line.mapped('x_fc_part_catalog_id.part_number')
+            parts = [p for p in parts if p]
+            if not parts:
+                rec.x_fc_part_numbers_summary = False
+                continue
+            if len(parts) <= 2:
+                rec.x_fc_part_numbers_summary = ', '.join(parts)
+            else:
+                rec.x_fc_part_numbers_summary = '%s, %s (+%d more)' % (
+                    parts[0], parts[1], len(parts) - 2,
+                )
+
     @api.depends('invoice_ids.amount_total', 'invoice_ids.state',
                  'invoice_ids.move_type')
     def _compute_invoiced_amount(self):
diff --git a/fusion_plating/fusion_plating_configurator/views/sale_order_views.xml b/fusion_plating/fusion_plating_configurator/views/sale_order_views.xml
index 3c0d1438..fbbe8c35 100644
--- a/fusion_plating/fusion_plating_configurator/views/sale_order_views.xml
+++ b/fusion_plating/fusion_plating_configurator/views/sale_order_views.xml
@@ -177,6 +177,69 @@
         </field>
     </record>
 
+    <!-- ===== Quotes list view (state in draft/sent) ===== -->
+    <record id="view_sale_order_list_fp_quotes" model="ir.ui.view">
+        <field name="name">sale.order.list.fp.quotes</field>
+        <field name="model">sale.order</field>
+        <field name="arch" type="xml">
+            <list string="Quotations" decoration-muted="state == 'cancel'">
+                <field name="name"/>
+                <field name="partner_id"/>
+                <field name="x_fc_part_numbers_summary" optional="show"/>
+                <field name="x_fc_po_number" optional="hide"/>
+                <field name="x_fc_customer_job_number" optional="hide"/>
+                <field name="create_date" string="Created" optional="show"/>
+                <field name="validity_date" string="Expires" optional="show"/>
+                <field name="x_fc_follow_up_date" optional="show"/>
+                <field name="x_fc_follow_up_user_id" optional="show"/>
+                <field name="amount_total" sum="Total"/>
+                <field name="x_fc_email_status" widget="badge"
+                       decoration-info="x_fc_email_status == 'sent'"
+                       decoration-warning="x_fc_email_status == 'opened'"
+                       decoration-success="x_fc_email_status == 'won'"/>
+                <field name="currency_id" column_invisible="1"/>
+                <field name="state" widget="badge"/>
+            </list>
+        </field>
+    </record>
+
+    <!-- ===== Quotes search view ===== -->
+    <record id="view_sale_order_search_fp_quotes" model="ir.ui.view">
+        <field name="name">sale.order.search.fp.quotes</field>
+        <field name="model">sale.order</field>
+        <field name="arch" type="xml">
+            <search string="Quotations">
+                <field name="name"/>
+                <field name="partner_id"/>
+                <field name="x_fc_part_numbers_summary" string="Part Number"/>
+                <filter name="my_quotes" string="My Quotes"
+                        domain="[('user_id', '=', uid)]"/>
+                <separator/>
+                <filter name="draft" string="Draft"
+                        domain="[('state', '=', 'draft')]"/>
+                <filter name="sent" string="Sent"
+                        domain="[('state', '=', 'sent')]"/>
+                <filter name="won" string="Won"
+                        domain="[('state', 'in', ('sale', 'done'))]"/>
+                <separator/>
+                <filter name="from_rfq" string="From RFQ"
+                        domain="[('x_fc_rfq_attachment_id', '!=', False)]"/>
+                <filter name="needs_followup" string="Needs Follow-Up"
+                        domain="[('x_fc_follow_up_date', '&lt;=', context_today()), ('state', 'in', ('draft', 'sent'))]"/>
+                <filter name="expired" string="Expired"
+                        domain="[('validity_date', '&lt;', context_today()), ('state', 'in', ('draft', 'sent'))]"/>
+                <group>
+                    <filter string="Customer" name="group_partner"
+                            context="{'group_by': 'partner_id'}"/>
+                    <filter string="Status" name="group_state"
+                            context="{'group_by': 'state'}"/>
+                    <filter string="Follow-Up Owner" name="group_followup"
+                            context="{'group_by': 'x_fc_follow_up_user_id'}"/>
+                </group>
+            </search>
+        </field>
+    </record>
+
     <!-- ===== Search view for Fusion Plating SO list ===== -->
     <record id="view_sale_order_search_fp" model="ir.ui.view">
         <field name="name">sale.order.search.fp</field>
@@ -222,7 +285,8 @@
         <field name="view_mode">list,form,kanban</field>
         <field name="domain">[('state', 'in', ('draft', 'sent'))]</field>
         <field name="view_ids" eval="[(5, 0, 0),
-            (0, 0, {'view_mode': 'list', 'view_id': ref('view_sale_order_list_fp')})]"/>
+            (0, 0, {'view_mode': 'list', 'view_id': ref('view_sale_order_list_fp_quotes')})]"/>
+        <field name="search_view_id" ref="view_sale_order_search_fp_quotes"/>
         <field name="context">{'default_x_fc_delivery_method': 'shipping_partner'}</field>
         <field name="help" type="html">
             <p class="o_view_nocontent_smiling_face">