feat(configurator): fp.quote.configurator — pricing engine + SO creation
Add the core configurator model that collects part geometry, coating config, and pricing inputs, calculates a price from matching pricing rules (scored by specificity), and creates sale orders on confirmation. - fp.quote.configurator model with mail.thread, sequence numbering - Stored computed price with full breakdown HTML table - Estimator override price support - Auto-population from part catalog and coating config onchanges - Surface area normalization (sq in/ft/cm/m) - Specificity-scored rule matching (coating > substrate > cert level) - action_create_quotation creates SO with FP-SERVICE product - Form/list/search views with statusbar and chatter - ACL: operator (read), estimator (read/write/create), manager (full) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
This commit is contained in:
gsinghpal
@@ -1,2 +1,171 @@
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<?xml version="1.0" encoding="utf-8"?>
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<odoo></odoo>
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<!--
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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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-->
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<odoo>
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<!-- ===== Configurator Form View ===== -->
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<record id="view_fp_quote_configurator_form" model="ir.ui.view">
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<field name="name">fp.quote.configurator.form</field>
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<field name="model">fp.quote.configurator</field>
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<field name="arch" type="xml">
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<form string="Quote Configurator">
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<header>
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<button name="action_create_quotation"
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string="Create Quotation"
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type="object"
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class="btn-primary"
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confirm="This will create a Sale Order from this configurator session. Continue?"
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invisible="state != 'draft'"/>
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<button name="action_cancel"
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string="Cancel"
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type="object"
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invisible="state != 'draft'"/>
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<field name="state" widget="statusbar" statusbar_visible="draft,confirmed"/>
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</header>
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<sheet>
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<div class="oe_title">
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<h1>
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<field name="name" readonly="1"/>
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</h1>
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</div>
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<!-- Customer + Part / Coating + Quantity -->
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<group>
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<group string="Customer & Part">
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<field name="partner_id"/>
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<field name="part_catalog_id"/>
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</group>
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<group string="Coating & Quantity">
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<field name="coating_config_id"/>
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<field name="quantity"/>
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<field name="batch_size"/>
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</group>
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</group>
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<!-- Geometry / Options -->
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<group>
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<group string="Geometry">
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<field name="surface_area"/>
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<field name="surface_area_uom"/>
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<field name="thickness_requested"/>
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<field name="substrate_material"/>
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</group>
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<group string="Options">
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<field name="complexity"/>
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<field name="masking_zones"/>
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<field name="rush_order"/>
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<field name="turnaround_days"/>
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</group>
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</group>
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<!-- Delivery / Fees -->
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<group>
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<group string="Delivery & Fees">
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<field name="delivery_method"/>
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<field name="shipping_fee"/>
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<field name="delivery_fee"/>
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</group>
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<group>
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<field name="currency_id" invisible="1"/>
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</group>
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</group>
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<separator string="Pricing"/>
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<group>
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<group>
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<field name="calculated_price" widget="monetary" readonly="1"
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class="fw-bold fs-4"/>
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</group>
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<group>
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<field name="estimator_override_price" widget="monetary"/>
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</group>
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</group>
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<group>
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<field name="price_breakdown_html" readonly="1" nolabel="1" colspan="2"/>
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</group>
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<notebook>
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<page string="Sale Order" name="sale_order">
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<group>
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<field name="sale_order_id" readonly="1"/>
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</group>
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</page>
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<page string="Notes" name="notes">
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<field name="notes" placeholder="Internal notes about this quote..."/>
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</page>
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</notebook>
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</sheet>
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<div class="oe_chatter">
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<field name="message_follower_ids"/>
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<field name="message_ids"/>
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</div>
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</form>
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</field>
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</record>
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<!-- ===== Configurator List View ===== -->
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<record id="view_fp_quote_configurator_list" model="ir.ui.view">
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<field name="name">fp.quote.configurator.list</field>
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<field name="model">fp.quote.configurator</field>
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<field name="arch" type="xml">
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<list string="Quote Configurators"
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decoration-info="state == 'draft'"
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decoration-muted="state == 'cancelled'"
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default_order="create_date desc">
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<field name="create_date" string="Date"/>
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<field name="name"/>
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<field name="partner_id"/>
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<field name="coating_config_id"/>
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<field name="surface_area"/>
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<field name="quantity"/>
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<field name="currency_id" column_invisible="1"/>
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<field name="calculated_price"/>
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<field name="estimator_override_price" string="Final Price"/>
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<field name="state" widget="badge"
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decoration-success="state == 'confirmed'"
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decoration-info="state == 'draft'"
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decoration-danger="state == 'cancelled'"/>
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</list>
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</field>
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</record>
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<!-- ===== Configurator Search View ===== -->
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<record id="view_fp_quote_configurator_search" model="ir.ui.view">
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<field name="name">fp.quote.configurator.search</field>
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<field name="model">fp.quote.configurator</field>
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<field name="arch" type="xml">
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<search>
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<field name="name"/>
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<field name="partner_id"/>
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<field name="coating_config_id"/>
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<separator/>
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<filter string="Draft" name="draft" domain="[('state', '=', 'draft')]"/>
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<filter string="Confirmed" name="confirmed" domain="[('state', '=', 'confirmed')]"/>
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<filter string="Cancelled" name="cancelled" domain="[('state', '=', 'cancelled')]"/>
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<group>
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<filter string="Customer" name="group_customer" context="{'group_by': 'partner_id'}"/>
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<filter string="Coating Config" name="group_coating" context="{'group_by': 'coating_config_id'}"/>
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<filter string="Status" name="group_state" context="{'group_by': 'state'}"/>
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</group>
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</search>
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</field>
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</record>
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<!-- ===== Window Action ===== -->
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<record id="action_fp_quote_configurator" model="ir.actions.act_window">
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<field name="name">Quote Configurator</field>
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<field name="res_model">fp.quote.configurator</field>
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<field name="view_mode">list,form</field>
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<field name="search_view_id" ref="view_fp_quote_configurator_search"/>
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<field name="context">{'search_default_draft': 1}</field>
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<field name="help" type="html">
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<p class="o_view_nocontent_smiling_face">
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Create a new quote configurator session
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</p>
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<p>
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Select a customer and coating configuration, enter part geometry,
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and the pricing engine will calculate a quote. The estimator can
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override the calculated price before creating a sale order.
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</p>
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</field>
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</record>
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</odoo>
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