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

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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
Download Patch File Download Diff File Expand all files Collapse all files

8
fusion_plating/fusion_plating_configurator/security/ir.model.access.csv
View File

@@ -23,6 +23,14 @@ access_fp_direct_order_line_estimator,fp.direct.order.line.estimator,model_fp_di
access_fp_direct_order_line_manager,fp.direct.order.line.manager,model_fp_direct_order_line,fusion_plating.group_fusion_plating_manager,1,1,1,1
access_fp_add_from_so_wizard_estimator,fp.add.from.so.wizard.estimator,model_fp_add_from_so_wizard,fusion_plating_configurator.group_fp_estimator,1,1,1,1
access_fp_add_from_so_wizard_manager,fp.add.from.so.wizard.manager,model_fp_add_from_so_wizard,fusion_plating.group_fusion_plating_manager,1,1,1,1
access_fp_add_from_quote_wizard_estimator,fp.add.from.quote.wizard.estimator,model_fp_add_from_quote_wizard,fusion_plating_configurator.group_fp_estimator,1,1,1,1
access_fp_add_from_quote_wizard_manager,fp.add.from.quote.wizard.manager,model_fp_add_from_quote_wizard,fusion_plating.group_fusion_plating_manager,1,1,1,1
access_fp_sale_assembly_user,fp.sale.assembly.user,model_fp_sale_assembly,base.group_user,1,0,0,0
access_fp_sale_assembly_estimator,fp.sale.assembly.estimator,model_fp_sale_assembly,fusion_plating_configurator.group_fp_estimator,1,1,1,1
access_fp_sale_assembly_manager,fp.sale.assembly.manager,model_fp_sale_assembly,fusion_plating.group_fusion_plating_manager,1,1,1,1
access_fp_sale_assembly_line_user,fp.sale.assembly.line.user,model_fp_sale_assembly_line,base.group_user,1,0,0,0
access_fp_sale_assembly_line_estimator,fp.sale.assembly.line.estimator,model_fp_sale_assembly_line,fusion_plating_configurator.group_fp_estimator,1,1,1,1
access_fp_sale_assembly_line_manager,fp.sale.assembly.line.manager,model_fp_sale_assembly_line,fusion_plating.group_fusion_plating_manager,1,1,1,1
access_fp_part_import_wizard_estimator,fp.part.catalog.import.wizard.estimator,model_fp_part_catalog_import_wizard,fusion_plating_configurator.group_fp_estimator,1,1,1,1
access_fp_part_import_wizard_manager,fp.part.catalog.import.wizard.manager,model_fp_part_catalog_import_wizard,fusion_plating.group_fusion_plating_manager,1,1,1,1
access_fp_customer_price_list_operator,fp.customer.price.list.operator,model_fp_customer_price_list,fusion_plating.group_fusion_plating_operator,1,0,0,0
1 id name model_id:id group_id:id perm_read perm_write perm_create perm_unlink
23 access_fp_direct_order_line_manager fp.direct.order.line.manager model_fp_direct_order_line fusion_plating.group_fusion_plating_manager 1 1 1 1
24 access_fp_add_from_so_wizard_estimator fp.add.from.so.wizard.estimator model_fp_add_from_so_wizard fusion_plating_configurator.group_fp_estimator 1 1 1 1
25 access_fp_add_from_so_wizard_manager fp.add.from.so.wizard.manager model_fp_add_from_so_wizard fusion_plating.group_fusion_plating_manager 1 1 1 1
26 access_fp_add_from_quote_wizard_estimator fp.add.from.quote.wizard.estimator model_fp_add_from_quote_wizard fusion_plating_configurator.group_fp_estimator 1 1 1 1
27 access_fp_add_from_quote_wizard_manager fp.add.from.quote.wizard.manager model_fp_add_from_quote_wizard fusion_plating.group_fusion_plating_manager 1 1 1 1
28 access_fp_sale_assembly_user fp.sale.assembly.user model_fp_sale_assembly base.group_user 1 0 0 0
29 access_fp_sale_assembly_estimator fp.sale.assembly.estimator model_fp_sale_assembly fusion_plating_configurator.group_fp_estimator 1 1 1 1
30 access_fp_sale_assembly_manager fp.sale.assembly.manager model_fp_sale_assembly fusion_plating.group_fusion_plating_manager 1 1 1 1
31 access_fp_sale_assembly_line_user fp.sale.assembly.line.user model_fp_sale_assembly_line base.group_user 1 0 0 0
32 access_fp_sale_assembly_line_estimator fp.sale.assembly.line.estimator model_fp_sale_assembly_line fusion_plating_configurator.group_fp_estimator 1 1 1 1
33 access_fp_sale_assembly_line_manager fp.sale.assembly.line.manager model_fp_sale_assembly_line fusion_plating.group_fusion_plating_manager 1 1 1 1
34 access_fp_part_import_wizard_estimator fp.part.catalog.import.wizard.estimator model_fp_part_catalog_import_wizard fusion_plating_configurator.group_fp_estimator 1 1 1 1
35 access_fp_part_import_wizard_manager fp.part.catalog.import.wizard.manager model_fp_part_catalog_import_wizard fusion_plating.group_fusion_plating_manager 1 1 1 1
36 access_fp_customer_price_list_operator fp.customer.price.list.operator model_fp_customer_price_list fusion_plating.group_fusion_plating_operator 1 0 0 0