changes

fusion_plating/fusion_plating_invoicing/models/res_partner.py

@@ -9,6 +9,7 @@ from odoo import fields, models
 class ResPartner(models.Model):
     _inherit = 'res.partner'
 
+    # ===== Account hold (existing) ============================================
     x_fc_account_hold = fields.Boolean(
         string='Account Hold', tracking=True,
         help='When active, blocks SO confirmation, invoicing, and shipping.',
@@ -20,3 +21,45 @@ class ResPartner(models.Model):
     x_fc_account_hold_by_id = fields.Many2one(
         'res.users', string='Hold Placed By',
     )
+
+    # ===== Plating Defaults (cascade onto every new SO for this customer) =====
+    # The estimator sets these once on the customer record; they pre-fill
+    # invoice strategy, delivery method, and deadlines on every new SO so
+    # repeat customers don't need re-typing the same values each order.
+    # Tax type lives on `property_account_position_id` (Odoo native fiscal
+    # position) and payment terms on `property_payment_term_id` — both are
+    # surfaced on the same Plating Defaults tab in the partner form.
+
+    x_fc_default_invoice_strategy = fields.Selection(
+        [('deposit', 'Deposit'),
+         ('progress', 'Progress Billing'),
+         ('net_terms', 'Net Terms'),
+         ('cod_prepay', 'COD / Prepay')],
+        string='Default Invoice Strategy',
+        help='Pre-fills the SO invoice strategy when this customer is selected. '
+             'The estimator can still override per order.',
+    )
+    x_fc_default_deposit_percent = fields.Float(
+        string='Default Deposit %',
+        help='Used when invoice strategy is "Deposit". e.g. 50.0 for 50%.',
+    )
+    x_fc_default_delivery_method = fields.Selection(
+        [('local_delivery', 'Local Delivery'),
+         ('shipping_partner', 'Shipping Partner'),
+         ('customer_pickup', 'Customer Pickup')],
+        string='Default Delivery Method',
+        help='Pre-fills the SO delivery method when this customer is selected.',
+    )
+    # Lead-time defaults are expressed as offsets FROM the SO's planned-start
+    # date so they track real production schedules, not just "today + N".
+    # If planned_start is unset on the SO, the cascade falls back to today.
+    x_fc_default_internal_deadline_days = fields.Integer(
+        string='Internal Deadline (+ days from start)',
+        help='Pre-fills SO internal deadline as planned_start_date + this '
+             'many days. e.g. 5 means "ship five days after we start".',
+    )
+    x_fc_default_customer_deadline_days = fields.Integer(
+        string='Customer Deadline (+ days from start)',
+        help='Pre-fills the customer-facing commitment date as '
+             'planned_start_date + this many days.',
+    )