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feat(configurator): Phase F — quotations list uplift

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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>
This commit is contained in:
gsinghpal
2026-04-19 21:23:41 -04:00
parent 94eb7ef415
commit 97c733b7c3
3 changed files with 138 additions and 2 deletions
Download Patch File Download Diff File Expand all files Collapse all files

66
fusion_plating/fusion_plating_configurator/views/sale_order_views.xml
View File

@@ -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">