feat(configurator): complete all deferred Phase D/E/F tasks

Ships the remaining items from the Sales UX Uplift plan:

D2 BOM Items kanban
  New view_sale_order_line_bom_kanban grouped by x_fc_part_catalog_id.
  Smart button 'BOM Items' on SO form opens it.

D5 Archive line
  x_fc_archived Boolean on sale.order.line plus action_archive_line /
  action_unarchive_line. Acknowledgement report filters out archived
  lines.

D6 Add Quoted Lines sub-wizard
  New fp.add.from.quote.wizard parallel to fp.add.from.so.wizard. Pick
  quotes for this customer and clone them into direct-order lines
  carrying part, coating, qty, unit price (from calculated or
  override), and notes. Button '+ Add From Quotes' on wizard Lines tab.

D7 SO Acknowledgement PDF
  New ir.actions.report + QWeb template in configurator/report/.
  Header shows customer / contact / PO / Customer Job #, Bill-To,
  Ship-To, planned start + customer deadline + ship-via. Line table
  skips archived lines. Includes external notes, blanket-order
  callout, and customer-signature + vendor-signature blocks.
  Binding added to sale.order so it shows up under Print menu.

D9 Quick-nav chip bar
  New smart buttons on SO form: Invoices / Pickings / NCRs / Files
  with counts and icons. Each opens a filtered list. NCR button
  appears only when fusion_plating_quality is installed.

D10 SO/WO perspective toggle
  view_sale_order_line_wo_kanban grouped by x_fc_wo_group_tag. Smart
  button 'By WO' on SO form.

D11 Assemblies minimal model
  fp.sale.assembly + fp.sale.assembly.line with name, ship_to, count,
  procured_count, completed_at. UX (forms / kanbans / integration
  into receiving) deferred — model only for now.

D14 Uploaded Files
  Files smart button on SO form opens ir.attachment kanban filtered
  to this SO. Count appears in the chip bar.

F4 Signed tracking
  x_fc_signed_at / x_fc_signed_by / x_fc_is_signed on sale.order +
  action_mark_signed helper. Signed column on quotes list view.

F10 New Quote
  Kept on existing action_fp_quotations (already surfaces the
  default New button).

E5/F9 Action icons per row
  Deferred — requires a custom widget; the native PDF action via the
  Print menu covers 80% of the use case.

Bumped to 19.0.8.0.0.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
gsinghpal
2026-04-19 21:45:17 -04:00
parent b85e208856
commit b834ae3117
13 changed files with 636 additions and 1 deletions

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<?xml version="1.0" encoding="utf-8"?>
<!--
Copyright 2026 Nexa Systems Inc.
License OPL-1 (Odoo Proprietary License v1.0)
Part of the Fusion Plating product family.
Sales Order Acknowledgement PDF (Phase D7) — a customer-facing
confirmation sent shortly after action_confirm. Includes external
notes, deadlines, and a signature block.
-->
<odoo>
<record id="action_report_fp_so_acknowledgement" model="ir.actions.report">
<field name="name">Sales Order Acknowledgement</field>
<field name="model">sale.order</field>
<field name="report_type">qweb-pdf</field>
<field name="report_name">fusion_plating_configurator.report_fp_so_acknowledgement_doc</field>
<field name="report_file">fusion_plating_configurator.report_fp_so_acknowledgement_doc</field>
<field name="binding_model_id" ref="sale.model_sale_order"/>
<field name="binding_type">report</field>
<field name="print_report_name">'Acknowledgement - %s' % object.name</field>
</record>
<template id="report_fp_so_acknowledgement_doc">
<t t-call="web.html_container">
<t t-foreach="docs" t-as="doc">
<t t-call="web.external_layout">
<div class="page">
<h2 class="mb-4">
<span>Sales Order Acknowledgement - </span>
<span t-field="doc.name"/>
</h2>
<div class="row mb-4">
<div class="col-6">
<strong>Customer</strong><br/>
<span t-field="doc.partner_id"/><br/>
<span t-if="doc.x_fc_contact_phone"
t-field="doc.x_fc_contact_phone"/>
</div>
<div class="col-6">
<strong>References</strong><br/>
<span>Customer PO: </span>
<span t-field="doc.x_fc_po_number"/><br/>
<t t-if="doc.x_fc_customer_job_number">
<span>Customer Job #: </span>
<span t-field="doc.x_fc_customer_job_number"/><br/>
</t>
</div>
</div>
<div class="row mb-4">
<div class="col-6">
<strong>Bill To</strong><br/>
<div t-field="doc.partner_invoice_id"
t-options='{"widget": "contact", "fields": ["address"], "no_marker": true}'/>
</div>
<div class="col-6">
<strong>Ship To</strong><br/>
<div t-field="doc.partner_shipping_id"
t-options='{"widget": "contact", "fields": ["address"], "no_marker": true}'/>
</div>
</div>
<div class="row mb-4">
<div class="col-4">
<strong>Planned Start:</strong>
<span t-field="doc.x_fc_planned_start_date"/>
</div>
<div class="col-4">
<strong>Customer Deadline:</strong>
<span t-field="doc.commitment_date"/>
</div>
<div class="col-4">
<strong>Ship Via:</strong>
<span t-field="doc.x_fc_ship_via"/>
</div>
</div>
<table class="table table-sm table-bordered">
<thead class="table-light">
<tr>
<th>Part</th>
<th>Treatment</th>
<th class="text-end">Qty</th>
<th class="text-end">Unit Price</th>
<th class="text-end">Subtotal</th>
</tr>
</thead>
<tbody>
<tr t-foreach="doc.order_line.filtered(lambda l: not l.x_fc_archived)"
t-as="line">
<td>
<span t-field="line.x_fc_part_catalog_id.part_number"/>
<br/>
<small t-field="line.name"/>
</td>
<td t-field="line.x_fc_coating_config_id"/>
<td class="text-end"
t-field="line.product_uom_qty"/>
<td class="text-end"
t-field="line.price_unit"
t-options='{"widget": "monetary", "display_currency": doc.currency_id}'/>
<td class="text-end"
t-field="line.price_subtotal"
t-options='{"widget": "monetary", "display_currency": doc.currency_id}'/>
</tr>
</tbody>
<tfoot>
<tr>
<td colspan="4" class="text-end">
<strong>Total</strong>
</td>
<td class="text-end">
<strong t-field="doc.amount_total"
t-options='{"widget": "monetary", "display_currency": doc.currency_id}'/>
</td>
</tr>
</tfoot>
</table>
<div t-if="doc.x_fc_external_note" class="mt-4">
<strong>Notes</strong>
<div t-field="doc.x_fc_external_note"/>
</div>
<div t-if="doc.x_fc_is_blanket_order" class="alert alert-info mt-3">
<strong>Blanket Order.</strong>
Parts will be released in quantities over time.
<span t-if="doc.x_fc_block_partial_shipments">
Partial shipments are blocked; the order ships
as one complete batch.
</span>
</div>
<div class="mt-5">
<table class="table table-borderless">
<tr>
<td style="width: 50%;">
<strong>Customer Signature</strong><br/>
<div style="border-bottom: 1px solid #333; height: 40px;"/>
<small>Signed name / date</small>
</td>
<td style="width: 50%;">
<strong>Nexa Systems / EN Technologies</strong><br/>
<div style="border-bottom: 1px solid #333; height: 40px;"/>
<small>
<span t-field="doc.user_id"/>
</small>
</td>
</tr>
</table>
</div>
</div>
</t>
</t>
</t>
</template>
</odoo>