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feat(configurator): menu reorder, currency/unit display polish, line description templates

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Three UX improvements:

1. Sales menu reordered — New Quote (seq 1) is now the first entry,
   followed by New Direct Order (5), Quotations (10), Sale Orders (20).
   "New Quote" moved out of Configurator submenu into Sales so both
   quote-creation paths live side-by-side.

2. Currency + unit display audit:
   - fp.customer.price.list.unit_price flipped from Float to Monetary
     with currency_field='currency_id' — list view now shows $ symbol
     and a Total sum row
   - fp.direct.order.wizard.unit_price flipped to Monetary, added
     currency_id field and computed line_subtotal ($)
   - % suffix appended to deposit_percent and progress_initial_percent
     in the wizard
   - Unit suffixes added where missing: bake_window.quantity (pcs),
     window_hours (h), bake_temp (°F), bake_duration_hours (h);
     bath.volume (L), bath.mto_count (turnovers); tank.volume shows
     volume_uom inline

3. Saved line descriptions (new feature):
   - New model fp.sale.description.template with name, description,
     tag (standard/masking/rework/aerospace/nuclear/packaging/other),
     optional coating_config_id and partner_id, usage_count bumped
     on each use
   - List + form + search views; new "Line Descriptions" menu under
     Configurator
   - 8 starter templates seeded (noupdate=1): ENP Standard/Aerospace/
     Nuclear, masking variants, rework, packaging, delicate handling
   - Direct Order Wizard gets a template picker (searchable Many2one)
     + editable paragraph; picking a template copies text to the
     editable field, user tweaks freely, tweaked text lands on the
     SO line as "<header>\n\n<description>"
   - Auto-suggests template on coating+partner match if nothing
     picked yet

Smoke-tested end-to-end: picked aerospace template, tweaked text,
confirmed wizard → SO S00030 has full description on line, usage
counter bumped from 0 to 1.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
gsinghpal
2026-04-17 18:43:58 -04:00
parent b09538b4e2
commit b85642816f
14 changed files with 406 additions and 38 deletions
Download Patch File Download Diff File Expand all files Collapse all files

25
fusion_plating/fusion_plating_configurator/views/fp_configurator_menu.xml
View File

@@ -22,17 +22,24 @@
sequence="5"
groups="group_fp_estimator,fusion_plating.group_fusion_plating_supervisor"/>
<menuitem id="menu_fp_quotations"
name="Quotations"
<!-- === New Quote — top-of-menu entry point for a fresh quote === -->
<menuitem id="menu_fp_new_quote"
name="New Quote"
parent="menu_fp_sales"
action="action_fp_quotations"
sequence="10"/>
action="action_fp_quote_configurator"
sequence="1"/>
<menuitem id="menu_fp_direct_order"
name="New Direct Order"
parent="menu_fp_sales"
action="action_fp_direct_order_wizard"
sequence="15"/>
sequence="5"/>
<menuitem id="menu_fp_quotations"
name="Quotations"
parent="menu_fp_sales"
action="action_fp_quotations"
sequence="10"/>
<menuitem id="menu_fp_sale_orders"
name="Sale Orders"
@@ -58,19 +65,13 @@
action="action_fp_part_catalog_import_wizard"
sequence="45"/>
<!-- ===== CONFIGURATOR submenu ===== -->
<!-- ===== CONFIGURATOR submenu (admin-only: coating/pricing/treatments) ===== -->
<menuitem id="menu_fp_configurator"
name="Configurator"
parent="fusion_plating.menu_fp_root"
sequence="8"
groups="group_fp_estimator"/>
<menuitem id="menu_fp_new_quote"
name="New Quote"
parent="menu_fp_configurator"
action="action_fp_quote_configurator"
sequence="10"/>
<menuitem id="menu_fp_coating_configs"
name="Coating Configurations"
parent="menu_fp_configurator"

10
fusion_plating/fusion_plating_configurator/views/fp_customer_price_list_views.xml
View File

@@ -8,9 +8,10 @@
<list editable="bottom">
<field name="partner_id"/>
<field name="coating_config_id"/>
<field name="unit_price"/>
<field name="currency_id" column_invisible="True"/>
<field name="unit_price" widget="monetary"
options="{'currency_field': 'currency_id'}" sum="Total"/>
<field name="price_uom"/>
<field name="currency_id" optional="hide"/>
<field name="min_quantity"/>
<field name="effective_from"/>
<field name="effective_to"/>
@@ -32,9 +33,10 @@
<group>
<field name="partner_id"/>
<field name="coating_config_id"/>
<field name="unit_price"/>
<field name="price_uom"/>
<field name="currency_id"/>
<field name="unit_price" widget="monetary"
options="{'currency_field': 'currency_id'}"/>
<field name="price_uom"/>
</group>
<group>
<field name="effective_from"/>

107
fusion_plating/fusion_plating_configurator/views/fp_sale_description_template_views.xml Normal file
View File

@@ -0,0 +1,107 @@
<?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.
Manage reusable descriptions that estimators can drop onto sale order lines.
-->
<odoo>
<record id="view_fp_sale_description_template_list" model="ir.ui.view">
<field name="name">fp.sale.description.template.list</field>
<field name="model">fp.sale.description.template</field>
<field name="arch" type="xml">
<list multi_edit="1">
<field name="sequence" widget="handle"/>
<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="usage_count" string="Used"/>
<field name="active" widget="boolean_toggle"/>
</list>
</field>
</record>
<record id="view_fp_sale_description_template_form" model="ir.ui.view">
<field name="name">fp.sale.description.template.form</field>
<field name="model">fp.sale.description.template</field>
<field name="arch" type="xml">
<form>
<sheet>
<div class="oe_title">
<label for="name"/>
<h1><field name="name" placeholder="e.g. ENP — Standard Aluminium"/></h1>
</div>
<group>
<group>
<field name="tag"/>
<field name="coating_config_id"/>
</group>
<group>
<field name="partner_id"/>
<field name="sequence"/>
<field name="usage_count" readonly="1"/>
<field name="active" widget="boolean_toggle"/>
</group>
</group>
<group string="Description">
<field name="description" nolabel="1" colspan="2"
placeholder="Electroless nickel plating per AMS 2404, Class I, Type II…"/>
</group>
</sheet>
</form>
</field>
</record>
<record id="view_fp_sale_description_template_search" model="ir.ui.view">
<field name="name">fp.sale.description.template.search</field>
<field name="model">fp.sale.description.template</field>
<field name="arch" type="xml">
<search>
<field name="name"/>
<field name="description"/>
<field name="coating_config_id"/>
<field name="partner_id"/>
<field name="tag"/>
<filter name="active" string="Active" domain="[('active','=',True)]"/>
<group>
<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>
</record>
<record id="action_fp_sale_description_template" model="ir.actions.act_window">
<field name="name">Line Description Templates</field>
<field name="res_model">fp.sale.description.template</field>
<field name="view_mode">list,form</field>
<field name="search_view_id" ref="view_fp_sale_description_template_search"/>
<field name="context">{'search_default_active': 1}</field>
<field name="help" type="html">
<p class="o_view_nocontent_smiling_face">
Create your first line description template
</p>
<p>
Save the language you use on repeat orders — masking rules,
spec callouts, packaging notes. The estimator picks one,
tweaks it, and it lands on the order line.
</p>
</field>
</record>
<menuitem id="menu_fp_sale_description_templates"
name="Line Descriptions"
parent="menu_fp_configurator"
action="action_fp_sale_description_template"
sequence="45"/>
</odoo>