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
@@ -5,4 +5,5 @@
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from . import fp_direct_order_wizard
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from . import fp_direct_order_line
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from . import fp_add_from_so_wizard
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from . import fp_add_from_quote_wizard
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from . import fp_part_catalog_import_wizard
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@@ -0,0 +1,73 @@
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# -*- coding: utf-8 -*-
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# Copyright 2026 Nexa Systems Inc.
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# License OPL-1 (Odoo Proprietary License v1.0)
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# Part of the Fusion Plating product family.
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from odoo import _, api, fields, models
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from odoo.exceptions import UserError
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class FpAddFromQuoteWizard(models.TransientModel):
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"""Pick fp.quote.configurator rows and clone them onto the direct-order wizard.
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Parallels fp.add.from.so.wizard but sources from the quote library
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instead of prior sale orders. Each selected quote becomes one
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fp.direct.order.line with part, coating, qty and unit price
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carried over.
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"""
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_name = 'fp.add.from.quote.wizard'
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_description = 'Fusion Plating - Add Lines From Quotes'
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direct_order_wizard_id = fields.Many2one(
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'fp.direct.order.wizard',
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required=True,
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ondelete='cascade',
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)
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partner_id = fields.Many2one(
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related='direct_order_wizard_id.partner_id', readonly=True,
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)
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quote_ids = fields.Many2many(
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'fp.quote.configurator',
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string='Quotes to Copy',
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domain="[('partner_id', '=', partner_id), ('state', 'in', ['sent', 'accepted', 'won'])]",
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help='Select one or more quotes for this customer. Each quote '
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'becomes a new line on the direct order.',
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)
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def action_copy_quotes(self):
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self.ensure_one()
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if not self.quote_ids:
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raise UserError(_('Pick at least one quote to copy.'))
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Line = self.env['fp.direct.order.line']
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wizard = self.direct_order_wizard_id
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copied = 0
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for q in self.quote_ids:
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if not q.part_catalog_id or not q.coating_config_id:
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continue
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final = q.estimator_override_price or q.calculated_price
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unit = (final / q.quantity) if (final and q.quantity) else 0.0
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Line.create({
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'wizard_id': wizard.id,
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'part_catalog_id': q.part_catalog_id.id,
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'coating_config_id': q.coating_config_id.id,
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'quantity': int(q.quantity) or 1,
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'unit_price': unit,
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'quote_id': q.id,
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'line_description': q.notes or False,
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})
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copied += 1
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if not copied:
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raise UserError(_(
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'The selected quotes do not have both part and coating set, '
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'so nothing could be copied.'
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))
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return {
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'type': 'ir.actions.act_window',
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'res_model': 'fp.direct.order.wizard',
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'res_id': wizard.id,
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'view_mode': 'form',
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'target': 'new',
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}
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@@ -0,0 +1,44 @@
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<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<record id="view_fp_add_from_quote_wizard_form" model="ir.ui.view">
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<field name="name">fp.add.from.quote.wizard.form</field>
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<field name="model">fp.add.from.quote.wizard</field>
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<field name="arch" type="xml">
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<form string="Add Lines From Quotes">
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<sheet>
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<div class="oe_title">
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<h1>Copy Lines From Quotes</h1>
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<p class="text-muted">
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Select quotes for this customer. Each becomes a
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new line on the direct order with part, coating,
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quantity and unit price pre-filled.
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</p>
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</div>
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<group>
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<field name="direct_order_wizard_id" invisible="1"/>
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<field name="partner_id" readonly="1"/>
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</group>
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<field name="quote_ids">
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<list>
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<field name="name"/>
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<field name="part_catalog_id"/>
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<field name="coating_config_id"/>
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<field name="quantity"/>
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<field name="calculated_price" widget="monetary"/>
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<field name="estimator_override_price" widget="monetary"/>
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<field name="currency_id" column_invisible="1"/>
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<field name="state"/>
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</list>
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</field>
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</sheet>
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<footer>
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<button name="action_copy_quotes"
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type="object"
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string="Copy Selected Quotes"
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class="btn-primary"/>
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<button string="Cancel" special="cancel" class="btn-secondary"/>
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</footer>
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</form>
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</field>
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</record>
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</odoo>
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@@ -162,6 +162,23 @@ class FpDirectOrderWizard(models.TransientModel):
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'target': 'new',
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}
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def action_add_from_quotes(self):
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"""Open a sub-wizard to copy lines from prior quotes."""
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self.ensure_one()
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if not self.partner_id:
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raise UserError(_('Pick a customer first.'))
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sub = self.env['fp.add.from.quote.wizard'].create({
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'direct_order_wizard_id': self.id,
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})
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return {
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'type': 'ir.actions.act_window',
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'name': _('Add Lines From Quotes'),
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'res_model': 'fp.add.from.quote.wizard',
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'res_id': sub.id,
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'view_mode': 'form',
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'target': 'new',
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}
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def action_create_order(self):
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"""Create and confirm the sale order with one SO line per wizard line."""
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self.ensure_one()
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@@ -76,6 +76,11 @@
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string="+ Add From Prior SO"
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class="btn-secondary"
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invisible="not partner_id"/>
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<button name="action_add_from_quotes"
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type="object"
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string="+ Add From Quotes"
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class="btn-secondary"
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invisible="not partner_id"/>
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</div>
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<field name="line_ids">
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<list editable="bottom"
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