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feat(configurator): direct-order wizard dual-description inputs + onchange (Sub 2 Task 16)

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Adds an `internal_description` text field to the direct-order wizard
line so the shop-floor copy is captured at order entry alongside the
customer-facing text. Picking a template now fires both sides of the
onchange: `line_description` gets `customer_facing_description` (with
fallback to the legacy `description` field for backward compat) and
`internal_description` gets the template's internal text. The
auto-suggest onchange was refactored around a tiny `_apply` helper so
all three fallback paths populate both fields consistently.

The template picker is surfaced as an optional column on the wizard
list (hidden until a part is chosen, domain-scoped to that part) and
as a dedicated labeled row in the per-line form. The internal text
field is also surfaced in the form under "Line Description" so the
estimator can review / edit it before confirm. On create_order, both
`x_fc_description_template_id` and `x_fc_internal_description` are
written through to the generated sale.order.line so the audit trail
and WO printout stay linked.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
gsinghpal
2026-04-21 22:51:53 -04:00
parent a659eba8f5
commit dcd5d2a1ec
3 changed files with 50 additions and 9 deletions
Download Patch File Download Diff File Expand all files Collapse all files

41
fusion_plating/fusion_plating_configurator/wizard/fp_direct_order_line.py
View File

@@ -125,9 +125,15 @@ class FpDirectOrderLine(models.TransientModel):
)
line_description = fields.Text(
string='Line Description',
help='This text becomes the description of the sale order line. '
help='Customer-facing text. Becomes the SO line description and '
'prints on the acknowledgement, invoice, and packing slip. '
'Edit freely — your changes override the template.',
)
internal_description = fields.Text(
string='Internal Description',
help='Shop-floor instructions. Prints on WO / traveler. Never on '
'customer docs. Edit freely — your changes override the template.',
)
# ---- Missing info per line ----
is_missing_info = fields.Boolean(
@@ -195,8 +201,22 @@ class FpDirectOrderLine(models.TransientModel):
@api.onchange('description_template_id')
def _onchange_description_template(self):
"""Auto-fill both descriptions from the chosen template.
Customer-facing text lands in `line_description` (ends up on the
SO line `name`, prints on customer docs). Internal text lands in
`internal_description` (ends up in x_fc_internal_description on
the SO line, prints on WO / traveler only). Falls back to the
legacy `description` field when the new dual fields are empty so
pre-Sub-2 templates keep working.
"""
if self.description_template_id:
self.line_description = self.description_template_id.description
tpl = self.description_template_id
customer_text = tpl.customer_facing_description or tpl.description
if customer_text:
self.line_description = customer_text
if tpl.internal_description:
self.internal_description = tpl.internal_description
@api.onchange('part_catalog_id', 'coating_config_id')
def _onchange_suggest_template(self):
@@ -213,14 +233,21 @@ class FpDirectOrderLine(models.TransientModel):
Template = self.env['fp.sale.description.template']
partner = self.wizard_id.partner_id
def _apply(match):
self.description_template_id = match.id
customer_text = match.customer_facing_description or match.description
if customer_text:
self.line_description = customer_text
if match.internal_description:
self.internal_description = match.internal_description
if self.part_catalog_id:
match = Template.search([
('active', '=', True),
('part_catalog_id', '=', self.part_catalog_id.id),
], order='sequence', limit=1)
if match:
self.description_template_id = match.id
self.line_description = match.description
_apply(match)
return
if partner:
@@ -230,8 +257,7 @@ class FpDirectOrderLine(models.TransientModel):
('partner_id', '=', partner.id),
], order='sequence', limit=1)
if match:
self.description_template_id = match.id
self.line_description = match.description
_apply(match)
return
if self.coating_config_id:
@@ -242,8 +268,7 @@ class FpDirectOrderLine(models.TransientModel):
('coating_config_id', '=', self.coating_config_id.id),
], order='sequence', limit=1)
if match:
self.description_template_id = match.id
self.line_description = match.description
_apply(match)
# ---- Helpers ----
def _get_or_bump_revision(self):

2
fusion_plating/fusion_plating_configurator/wizard/fp_direct_order_wizard.py
View File

@@ -259,6 +259,8 @@ class FpDirectOrderWizard(models.TransientModel):
'product_uom_qty': line.quantity,
'price_unit': line.unit_price or 0.0,
'x_fc_part_catalog_id': part.id,
'x_fc_description_template_id': line.description_template_id.id or False,
'x_fc_internal_description': line.internal_description or False,
'x_fc_coating_config_id': line.coating_config_id.id,
'x_fc_treatment_ids': [(6, 0, line.treatment_ids.ids)],
'x_fc_part_deadline': line.part_deadline,

16
fusion_plating/fusion_plating_configurator/wizard/fp_direct_order_wizard_views.xml
View File

@@ -98,6 +98,13 @@
context="{'default_partner_id': parent.partner_id}"
domain="[('partner_id', '=', parent.partner_id), ('is_latest_revision', '=', True)]"
options="{'no_create_edit': True}"/>
<field name="description_template_id"
domain="[('part_catalog_id', '=', part_catalog_id)]"
options="{'no_create': True}"
invisible="not part_catalog_id"
optional="hide"/>
<field name="internal_description"
optional="hide"/>
<field name="coating_config_id"/>
<field name="treatment_ids"
widget="many2many_tags"
@@ -159,9 +166,16 @@
<field name="description_template_id"
options="{'no_create': True, 'no_open': True}"
placeholder="Start typing to search saved descriptions..."/>
<label for="line_description"
string="Customer-Facing"/>
<field name="line_description"
nolabel="1" colspan="2"
placeholder="Pick a template above, then tweak the text here."/>
placeholder="Prints on SO, invoice, packing slip. Pick a template above, then tweak the text here."/>
<label for="internal_description"
string="Internal (WO / Traveler)"/>
<field name="internal_description"
nolabel="1" colspan="2"
placeholder="Shop-floor instructions. Never shown to the customer."/>
</group>
<group string="Work Order (internal)">
<field name="part_wo_description"