fix(configurator): part-level saved descriptions (not generic)

The earlier description templates were global — same 8 generic texts
applied to any part. That's useless when a customer has 3,500 parts
and each part has 3–5 canned variants (standard, masked threads,
masked bore, rework, rush packaging). That's ~17,500 rows total, and
the variants ONLY make sense in the context of a specific part number.

Restructured so descriptions live on each part:

Model changes:
  fp.sale.description.template.part_catalog_id (new M2O, indexed,
    ondelete cascade) — the primary scoping field
  fp.sale.description.template.partner_id — now a related store=True
    field pulled from the part, so customer-level search still works
  fp.part.catalog.description_template_ids (new O2M inverse) — the
    5–10 canned descriptions attached to this specific part
  fp.part.catalog.description_template_count (computed)

UI changes:
  Part Catalog form: new "Descriptions" notebook page with inline
    editable list (sequence + name + tag + description + usage_count).
    5 variants take 30 seconds to enter.
  Part Catalog form: new smart button "Descriptions" showing the count,
    jumps to the full list filtered by this part.
  Template list view: part_catalog_id column added, list ordered by
    part first. Search view adds Part filter + Part-Specific /
    Generic (No Part) filters + Group By Part.

Wizard changes:
  description_template_id domain now prioritises part-specific, falls
    through to partner, coating, or generic on a single dynamic domain.
  _onchange_suggest_template priority: part → customer → coating →
    none. No longer auto-picks a random global template when a part
    has its own.

Smoke-tested on VS-HSA201-B (Amphenol):
  5 canned variants seeded on the part form
  Wizard with this part auto-suggested the lowest-sequence one
  The part's Descriptions smart button shows "5"

Bulk data entry path for the client's 3,500 parts: either use the
inline list on each part form, or import via CSV with the new
part_catalog_id column (external_id or DB id).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

fusion_plating/fusion_plating_configurator/models/fp_part_catalog.py

@@ -190,6 +190,17 @@ class FpPartCatalog(models.Model):
     revision_count = fields.Integer(
         string='Revisions', compute='_compute_revision_count',
     )
+    description_template_ids = fields.One2many(
+        'fp.sale.description.template', 'part_catalog_id',
+        string='Saved Descriptions',
+        help='Canned descriptions for this specific part. When an order is '
+             'created for this part, these show up first in the picker. '
+             'Typically 3–5 variants per part covering different masking, '
+             'packaging, or spec callouts.',
+    )
+    description_template_count = fields.Integer(
+        compute='_compute_description_template_count',
+    )
 
     _sql_constraints = [
         ('fp_part_catalog_partner_partnum_uniq', 'unique(partner_id, part_number)',
@@ -301,6 +312,10 @@ class FpPartCatalog(models.Model):
                 '|', ('id', '=', root.id), ('parent_part_id', '=', root.id),
             ])
 
+    def _compute_description_template_count(self):
+        for part in self:
+            part.description_template_count = len(part.description_template_ids)
+
     def action_view_customer(self):
         self.ensure_one()
         return {

fusion_plating/fusion_plating_configurator/models/fp_sale_description_template.py

@@ -7,21 +7,28 @@ from odoo import fields, models
 
 
 class FpSaleDescriptionTemplate(models.Model):
-    """Reusable boilerplate descriptions for sale.order.line items.
+    """Saved description snippets — most often attached to a specific part.
 
-    Plating shops run the same customer part over and over with small
+    Real-world usage: a plating shop keeps 3–5 canned descriptions PER
-    variations (masking rules, special handling, packaging). Instead of
+    PART because the same customer part runs with different masking,
-    retyping — or half-remembering — the description every time, the
+    packaging, or spec-callout variations. With 3,500 parts and 5
-    estimator picks a named template here, tweaks it, and the tweaked
+    variants each, that's ~17,500 rows — so descriptions are scoped
-    text lands on the SO line as its description.
+    primarily by part, with optional fallback to customer / coating /
+    global.
+
+    When a user creates a new order:
+      1. If a part is picked, show templates for that part first.
+      2. Else show templates for the customer.
+      3. Else show templates for the coating.
+      4. Else show global (generic) templates.
     """
     _name = 'fp.sale.description.template'
     _description = 'Fusion Plating — Sale Order Line Description Template'
-    _order = 'sequence, name'
+    _order = 'part_catalog_id, sequence, name'
 
     name = fields.Char(
         string='Template Name', required=True,
-        help='Short name shown in the picker (e.g. "ENP — Standard Aluminium").',
+        help='Short name shown in the picker (e.g. "Standard masking", "With threaded holes masked").',
     )
     description = fields.Text(
         string='Description', required=True,
@@ -29,16 +36,25 @@ class FpSaleDescriptionTemplate(models.Model):
              'it lands on the order line.',
     )
     sequence = fields.Integer(default=10)
+    part_catalog_id = fields.Many2one(
+        'fp.part.catalog', string='Part',
+        ondelete='cascade', index=True,
+        help='If set, this description belongs to one specific customer '
+             'part — it only appears in the picker when this part is on '
+             'the order. Leave blank for generic fallback templates.',
+    )
+    # Related fields — surface the part's partner/coating for search &
+    # grouping without writing them twice.
+    partner_id = fields.Many2one(
+        'res.partner', string='Customer',
+        related='part_catalog_id.partner_id', store=True, readonly=True,
+    )
+    # Keep the explicit coating slot for global templates that aren't
+    # part-specific but are still coating-specific.
     coating_config_id = fields.Many2one(
         'fp.coating.config', string='Associated Coating',
         ondelete='set null',
-        help='If set, this template is offered first when this coating is '
+        help='For generic (no-part) templates, restrict to one coating.',
-             'chosen on the order.',
-    )
-    partner_id = fields.Many2one(
-        'res.partner', string='Customer (optional)',
-        ondelete='set null',
-        help='If set, restrict this template to a specific customer.',
     )
     tag = fields.Selection(
         [('standard', 'Standard'),

fusion_plating/fusion_plating_configurator/views/fp_part_catalog_views.xml

@@ -76,6 +76,13 @@
                                 invisible="revision_count < 2">
                             <field name="revision_count" widget="statinfo" string="Revisions"/>
                         </button>
+                        <button name="%(action_fp_sale_description_template)d"
+                                type="action"
+                                class="oe_stat_button"
+                                icon="fa-file-text-o"
+                                context="{'search_default_part_catalog_id': id, 'default_part_catalog_id': id}">
+                            <field name="description_template_count" widget="statinfo" string="Descriptions"/>
+                        </button>
                     </div>
                     <widget name="web_ribbon" title="Archived" bg_color="text-bg-danger" invisible="active"/>
                     <widget name="web_ribbon" title="Superseded" bg_color="text-bg-warning" invisible="is_latest_revision"/>
@@ -181,6 +188,28 @@
                                 <field name="model_attachment_id" widget="fp_3d_preview" nolabel="1"/>
                             </div>
                         </page>
+                        <page string="Descriptions" name="descriptions">
+                            <p class="text-muted">
+                                Canned descriptions for this part. Whichever one the
+                                estimator picks on the order wizard lands on the SO
+                                line — they can tweak the text before confirming.
+                                Typically 3–5 variants per part (e.g. <em>Standard</em>,
+                                <em>With threaded holes masked</em>, <em>Special
+                                packaging</em>).
+                            </p>
+                            <field name="description_template_ids"
+                                   context="{'default_part_catalog_id': id, 'default_partner_id': partner_id}">
+                                <list editable="bottom">
+                                    <field name="sequence" widget="handle"/>
+                                    <field name="name" placeholder="e.g. Standard, or With masking, etc."/>
+                                    <field name="tag"/>
+                                    <field name="description"
+                                           placeholder="Full description text that lands on the order line..."/>
+                                    <field name="usage_count" readonly="1" optional="show"/>
+                                    <field name="active" widget="boolean_toggle"/>
+                                </list>
+                            </field>
+                        </page>
                         <page string="Revision History" name="revisions"
                               invisible="not parent_part_id and not revision_ids">
                             <field name="revision_ids" mode="list">

fusion_plating/fusion_plating_configurator/views/fp_sale_description_template_views.xml

@@ -14,14 +14,15 @@
         <field name="arch" type="xml">
             <list multi_edit="1">
                 <field name="sequence" widget="handle"/>
+                <field name="part_catalog_id" optional="show"/>
                 <field name="name"/>
                 <field name="tag" widget="badge"
                        decoration-info="tag == 'standard'"
                        decoration-warning="tag == 'masking'"
                        decoration-danger="tag == 'rework'"
                        decoration-success="tag in ('aerospace','nuclear')"/>
-                <field name="coating_config_id" optional="show"/>
                 <field name="partner_id" optional="show"/>
+                <field name="coating_config_id" optional="hide"/>
                 <field name="usage_count" string="Used"/>
                 <field name="active" widget="boolean_toggle"/>
             </list>
@@ -40,11 +41,14 @@
                     </div>
                     <group>
                         <group>
+                            <field name="part_catalog_id"/>
+                            <field name="partner_id" readonly="part_catalog_id"/>
                             <field name="tag"/>
-                            <field name="coating_config_id"/>
                         </group>
                         <group>
-                            <field name="partner_id"/>
+                            <field name="coating_config_id"
+                                   help="Only used for generic (no-part) templates."
+                                   invisible="part_catalog_id"/>
                             <field name="sequence"/>
                             <field name="usage_count" readonly="1"/>
                             <field name="active" widget="boolean_toggle"/>
@@ -66,15 +70,22 @@
             <search>
                 <field name="name"/>
                 <field name="description"/>
+                <field name="part_catalog_id"/>
                 <field name="coating_config_id"/>
                 <field name="partner_id"/>
                 <field name="tag"/>
                 <filter name="active" string="Active" domain="[('active','=',True)]"/>
+                <filter name="with_part" string="Part-Specific"
+                        domain="[('part_catalog_id','!=',False)]"/>
+                <filter name="no_part" string="Generic (No Part)"
+                        domain="[('part_catalog_id','=',False)]"/>
                 <group>
+                    <filter name="group_part" string="Part"
+                            context="{'group_by': 'part_catalog_id'}"/>
+                    <filter name="group_customer" string="Customer"
+                            context="{'group_by': 'partner_id'}"/>
                     <filter name="group_tag" string="Category"
                             context="{'group_by': 'tag'}"/>
-                    <filter name="group_coating" string="Coating"
-                            context="{'group_by': 'coating_config_id'}"/>
                 </group>
             </search>
         </field>

fusion_plating/fusion_plating_configurator/wizard/fp_direct_order_wizard.py

@@ -94,12 +94,20 @@ class FpDirectOrderWizard(models.TransientModel):
 
     notes = fields.Text(string='Internal Notes')
 
-    # Description template picker (searchable / ajax-like via Odoo Many2one)
+    # Description template picker — the domain is dynamically narrowed to
+    # this part's canned descriptions first. When no part is chosen it
+    # falls through to generic templates.
     description_template_id = fields.Many2one(
         'fp.sale.description.template',
         string='Description Template',
-        help='Pick a saved boilerplate description and tweak it below. '
+        domain="[('active','=',True), "
-             'The final text lands on the sale order line.',
+               " '|', '|', '|', "
+               "   ('part_catalog_id','=',part_catalog_id), "
+               "   ('part_catalog_id','=',False), "
+               "   ('partner_id','=',partner_id), "
+               "   ('coating_config_id','=',coating_config_id)]",
+        help='Pick a saved description and tweak it below. Part-specific '
+             'descriptions appear first, then customer / coating / generic.',
     )
     line_description = fields.Text(
         string='Line Description',
@@ -126,28 +134,55 @@ class FpDirectOrderWizard(models.TransientModel):
         if self.description_template_id:
             self.line_description = self.description_template_id.description
 
-    @api.onchange('coating_config_id', 'partner_id')
+    @api.onchange('part_catalog_id', 'coating_config_id', 'partner_id')
     def _onchange_suggest_template(self):
-        """Offer a sensible default template based on coating + customer."""
+        """Offer a sensible default template — part-specific wins.
+
+        Priority (first non-empty result wins):
+          1. This part's lowest-sequence active template
+          2. This customer's templates (no part)
+          3. This coating's templates (no part)
+          4. Don't auto-pick — user has to choose
+        """
         if self.description_template_id or self.line_description:
             return  # respect user's choice
-        if not self.coating_config_id:
-            return
         Template = self.env['fp.sale.description.template']
-        # Prefer customer+coating match, then coating-only
+
-        match = Template.search([
+        # 1. Part-specific
-            ('active', '=', True),
+        if self.part_catalog_id:
-            ('partner_id', '=', self.partner_id.id if self.partner_id else False),
-            ('coating_config_id', '=', self.coating_config_id.id),
-        ], limit=1)
-        if not match:
             match = Template.search([
                 ('active', '=', True),
+                ('part_catalog_id', '=', self.part_catalog_id.id),
+            ], order='sequence', limit=1)
+            if match:
+                self.description_template_id = match.id
+                self.line_description = match.description
+                return
+
+        # 2. Customer (no part)
+        if self.partner_id:
+            match = Template.search([
+                ('active', '=', True),
+                ('part_catalog_id', '=', False),
+                ('partner_id', '=', self.partner_id.id),
+            ], order='sequence', limit=1)
+            if match:
+                self.description_template_id = match.id
+                self.line_description = match.description
+                return
+
+        # 3. Coating (no part, no customer restriction)
+        if self.coating_config_id:
+            match = Template.search([
+                ('active', '=', True),
+                ('part_catalog_id', '=', False),
+                ('partner_id', '=', False),
                 ('coating_config_id', '=', self.coating_config_id.id),
-            ], limit=1)
+            ], order='sequence', limit=1)
-        if match:
+            if match:
-            self.description_template_id = match.id
+                self.description_template_id = match.id
-            self.line_description = match.description
+                self.line_description = match.description
+                return
 
     @api.onchange('coating_config_id', 'quantity', 'partner_id')
     def _onchange_lookup_price(self):