refactor(configurator): multi-line direct order wizard with notebook form

Tasks A3 + A6. Wizard rewritten as header + lines architecture:

- Header carries customer/addresses/PO/deadlines/invoicing/notes.
- One SO line created per fp.direct.order.line, carrying part,
  coating, treatments M2M, qty, price, per-line deadline, rush flag,
  and description.
- action_create_order loops wizard lines, invokes revision-bump
  helper, and builds order_line tuples with x_fc_* fields.
- Form view uses notebook (Lines tab with editable tree + drill-in
  form, Notes tab), amber missing-info banner at top, running totals
  at bottom. Customer deadline maps to Odoo commitment_date on SO.

Single-line fields and their computes/onchanges removed from wizard;
moved to fp.direct.order.line in task A4.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

fusion_plating/fusion_plating_configurator/wizard/fp_direct_order_wizard.py

@@ -3,7 +3,7 @@
 # License OPL-1 (Odoo Proprietary License v1.0)
 # Part of the Fusion Plating product family.
 
-from odoo import api, fields, models, _
+from odoo import _, api, fields, models
 from odoo.exceptions import UserError
 
 
@@ -11,90 +11,17 @@ class FpDirectOrderWizard(models.TransientModel):
     """Direct order entry for repeat customers.
 
     Skips the quotation stage when the customer has already sent a PO.
-    Creates a sale.order and calls action_confirm() in one step.
+    Creates a sale.order with one sale.order.line per wizard line and
-    Optionally bumps the part catalog revision when a new drawing is uploaded.
+    calls action_confirm() in one step.
     """
     _name = 'fp.direct.order.wizard'
-    _description = 'Fusion Plating — Direct Order Entry'
+    _description = 'Fusion Plating - Direct Order Entry'
 
+    # ---- Customer ----
     partner_id = fields.Many2one(
         'res.partner', string='Customer', required=True,
         domain="[('customer_rank', '>', 0)]",
     )
-
-    # Part selection
-    part_catalog_id = fields.Many2one(
-        'fp.part.catalog', string='Part', required=True,
-        domain="[('partner_id', '=', partner_id), ('is_latest_revision', '=', True)]",
-    )
-    part_number = fields.Char(related='part_catalog_id.part_number', readonly=True)
-    current_revision = fields.Char(related='part_catalog_id.revision', readonly=True)
-    surface_area = fields.Float(
-        related='part_catalog_id.surface_area', readonly=True, digits=(12, 4),
-    )
-    surface_area_uom = fields.Selection(
-        related='part_catalog_id.surface_area_uom', readonly=True,
-    )
-
-    # Revision upload (optional — creates a new revision of the part)
-    create_new_revision = fields.Boolean(
-        string='This is a New Revision',
-        help='Check if the customer sent an updated drawing or 3D model. '
-             'A new part revision will be created and linked to this order.',
-    )
-    new_drawing_file = fields.Binary(
-        string='New Drawing / 3D Model',
-        help='STEP, STL, IGES, or PDF. Used when creating a new revision.',
-    )
-    new_drawing_filename = fields.Char(string='Filename')
-    revision_note = fields.Char(
-        string='Revision Note', help='What changed in this revision?',
-    )
-
-    # Order details
-    coating_config_id = fields.Many2one(
-        'fp.coating.config', string='Coating', required=True,
-    )
-    quantity = fields.Integer(string='Quantity', required=True, default=1)
-    currency_id = fields.Many2one(
-        'res.currency', string='Currency',
-        default=lambda self: self.env.company.currency_id,
-    )
-    unit_price = fields.Monetary(
-        string='Unit Price', currency_field='currency_id',
-        help='Negotiated price per part. Leave blank to set later.',
-    )
-    line_subtotal = fields.Monetary(
-        string='Line Subtotal', currency_field='currency_id',
-        compute='_compute_line_subtotal',
-    )
-    rush_order = fields.Boolean(string='Rush Order')
-    delivery_method = fields.Selection(
-        [('local_delivery', 'Local Delivery'),
-         ('shipping_partner', 'Shipping Partner'),
-         ('customer_pickup', 'Customer Pickup')],
-        string='Delivery Method',
-    )
-
-    # PO (required — that's what makes this a "direct" order)
-    po_number = fields.Char(string='Customer PO #', required=True)
-    po_attachment_file = fields.Binary(string='PO Document', required=True)
-    po_attachment_filename = fields.Char(string='PO Filename')
-
-    # Invoice strategy (pulled from partner default if set)
-    invoice_strategy = fields.Selection(
-        [('deposit', 'Deposit'), ('progress', 'Progress Billing'),
-         ('net_terms', 'Net Terms'), ('cod_prepay', 'COD / Prepay')],
-        string='Invoice Strategy',
-    )
-    deposit_percent = fields.Float(string='Deposit %')
-    progress_initial_percent = fields.Float(
-        string='Progress — Initial %', default=50.0,
-    )
-
-    notes = fields.Text(string='Internal Notes')
-
-    # ---- Header additions (Phase A) ----
     partner_invoice_id = fields.Many2one(
         'res.partner', string='Invoice Address',
         domain="['|', ('id', '=', partner_id), "
@@ -110,13 +37,46 @@ class FpDirectOrderWizard(models.TransientModel):
         help="Customer's internal job number for cross-referencing. "
              "Appears on work orders and invoices.",
     )
+
+    # ---- Scheduling ----
     planned_start_date = fields.Date(
         string='Planned Start', default=fields.Date.context_today,
     )
     internal_deadline = fields.Date(string='Internal Deadline')
     customer_deadline = fields.Date(string='Customer Deadline')
 
-    # ---- Lines (Phase A) ----
+    # ---- PO (required — that's what makes this a "direct" order) ----
+    po_number = fields.Char(string='Customer PO #', required=True)
+    po_attachment_file = fields.Binary(string='PO Document', required=True)
+    po_attachment_filename = fields.Char(string='PO Filename')
+
+    # ---- Fulfilment (order-level) ----
+    delivery_method = fields.Selection(
+        [('local_delivery', 'Local Delivery'),
+         ('shipping_partner', 'Shipping Partner'),
+         ('customer_pickup', 'Customer Pickup')],
+        string='Delivery Method',
+    )
+
+    # ---- Currency + invoicing ----
+    currency_id = fields.Many2one(
+        'res.currency', string='Currency',
+        default=lambda self: self.env.company.currency_id,
+    )
+    invoice_strategy = fields.Selection(
+        [('deposit', 'Deposit'), ('progress', 'Progress Billing'),
+         ('net_terms', 'Net Terms'), ('cod_prepay', 'COD / Prepay')],
+        string='Invoice Strategy',
+    )
+    deposit_percent = fields.Float(string='Deposit %')
+    progress_initial_percent = fields.Float(
+        string='Progress - Initial %', default=50.0,
+    )
+
+    # ---- Notes ----
+    notes = fields.Text(string='Internal Notes')
+
+    # ---- Lines ----
     line_ids = fields.One2many(
         'fp.direct.order.line', 'wizard_id', string='Order Lines',
     )
@@ -132,32 +92,7 @@ class FpDirectOrderWizard(models.TransientModel):
     # ---- Missing info banner ----
     missing_info_msg = fields.Char(compute='_compute_missing_info_msg')
 
-    # Description template picker — the domain is dynamically narrowed to
+    # ---- Computes ----
-    # this part's canned descriptions first. When no part is chosen it
-    # falls through to generic templates.
-    description_template_id = fields.Many2one(
-        'fp.sale.description.template',
-        string='Description Template',
-        domain="[('active','=',True), "
-               " '|', '|', '|', "
-               "   ('part_catalog_id','=',part_catalog_id), "
-               "   ('part_catalog_id','=',False), "
-               "   ('partner_id','=',partner_id), "
-               "   ('coating_config_id','=',coating_config_id)]",
-        help='Pick a saved description and tweak it below. Part-specific '
-             'descriptions appear first, then customer / coating / generic.',
-    )
-    line_description = fields.Text(
-        string='Line Description',
-        help='This text becomes the description of the sale order line. '
-             'Edit freely — your changes override the template.',
-    )
-
-    @api.depends('quantity', 'unit_price')
-    def _compute_line_subtotal(self):
-        for rec in self:
-            rec.line_subtotal = (rec.quantity or 0) * (rec.unit_price or 0.0)
-
     @api.depends('line_ids.line_subtotal', 'line_ids.quantity')
     def _compute_totals(self):
         for rec in self:
@@ -184,10 +119,10 @@ class FpDirectOrderWizard(models.TransientModel):
                 if has_missing else False
             )
 
+    # ---- Onchange ----
     @api.onchange('partner_id')
     def _onchange_partner_id(self):
-        """Reset part selection when customer changes + pull invoice defaults + addresses."""
+        """Seed invoice defaults + default addresses when customer changes."""
-        self.part_catalog_id = False
         if self.partner_id and 'x_fc_default_invoice_strategy' in self.partner_id._fields:
             self.invoice_strategy = self.partner_id.x_fc_default_invoice_strategy or False
             self.deposit_percent = self.partner_id.x_fc_default_deposit_percent or 0.0
@@ -199,124 +134,23 @@ class FpDirectOrderWizard(models.TransientModel):
             self.partner_invoice_id = False
             self.partner_shipping_id = False
 
-    @api.onchange('description_template_id')
+    # ---- Actions ----
-    def _onchange_description_template(self):
-        """Copy the template's text into the editable paragraph — user tweaks from there."""
-        if self.description_template_id:
-            self.line_description = self.description_template_id.description
-
-    @api.onchange('part_catalog_id', 'coating_config_id', 'partner_id')
-    def _onchange_suggest_template(self):
-        """Offer a sensible default template — part-specific wins.
-
-        Priority (first non-empty result wins):
-          1. This part's lowest-sequence active template
-          2. This customer's templates (no part)
-          3. This coating's templates (no part)
-          4. Don't auto-pick — user has to choose
-        """
-        if self.description_template_id or self.line_description:
-            return  # respect user's choice
-        Template = self.env['fp.sale.description.template']
-
-        # 1. Part-specific
-        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
-                return
-
-        # 2. Customer (no part)
-        if self.partner_id:
-            match = Template.search([
-                ('active', '=', True),
-                ('part_catalog_id', '=', False),
-                ('partner_id', '=', self.partner_id.id),
-            ], order='sequence', limit=1)
-            if match:
-                self.description_template_id = match.id
-                self.line_description = match.description
-                return
-
-        # 3. Coating (no part, no customer restriction)
-        if self.coating_config_id:
-            match = Template.search([
-                ('active', '=', True),
-                ('part_catalog_id', '=', False),
-                ('partner_id', '=', False),
-                ('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
-                return
-
-    @api.onchange('coating_config_id', 'quantity', 'partner_id')
-    def _onchange_lookup_price(self):
-        """Auto-fill unit_price from customer price list when available."""
-        if not (self.partner_id and self.coating_config_id):
-            return
-        # Don't overwrite a manually-entered price
-        if self.unit_price:
-            return
-        price = self.env['fp.customer.price.list']._find_price(
-            self.partner_id.id, self.coating_config_id.id,
-            quantity=self.quantity or 1,
-        )
-        if price:
-            self.unit_price = price.unit_price
-
     def action_create_order(self):
-        """Create and confirm the sale order, optionally bumping part revision."""
+        """Create and confirm the sale order with one SO line per wizard line."""
         self.ensure_one()
+        if not self.line_ids:
+            raise UserError(_('Add at least one part line before confirming.'))
+        if not self.po_attachment_file:
+            raise UserError(_('Upload the customer PO document.'))
 
-        if self.create_new_revision and not self.new_drawing_file:
+        # 1. Save the PO attachment once
-            raise UserError(_(
-                'Please upload the new drawing when creating a new revision.'
-            ))
-        if self.quantity <= 0:
-            raise UserError(_('Quantity must be positive.'))
-
-        # 1. Optional: create a new part revision from the uploaded drawing
-        part = self.part_catalog_id
-        if self.create_new_revision:
-            drawing_att = self.env['ir.attachment'].create({
-                'name': self.new_drawing_filename or 'drawing.pdf',
-                'datas': self.new_drawing_file,
-                'res_model': 'fp.part.catalog',
-                'res_id': part.id,
-            })
-            # action_create_revision returns an action dict; we keep the part
-            part.action_create_revision()
-            new_rev = self.env['fp.part.catalog'].search(
-                [('parent_part_id', '=', (part.parent_part_id or part).id),
-                 ('is_latest_revision', '=', True)],
-                limit=1, order='revision_number desc',
-            )
-            if new_rev:
-                new_rev.write({
-                    'revision_note': self.revision_note or False,
-                })
-                # Attach drawing/model based on extension
-                fname = (self.new_drawing_filename or '').lower()
-                if fname.endswith(('.step', '.stp', '.stl', '.iges', '.igs', '.brep', '.brp')):
-                    new_rev.model_attachment_id = drawing_att.id
-                else:
-                    new_rev.drawing_attachment_ids = [(4, drawing_att.id)]
-                part = new_rev
-
-        # 2. Save the PO attachment
         po_att = self.env['ir.attachment'].create({
             'name': self.po_attachment_filename or 'po.pdf',
             'datas': self.po_attachment_file,
             'mimetype': 'application/pdf',
         })
 
-        # 3. Find or create the generic plating service product (same as configurator)
+        # 2. Find or create the generic plating service product
         product = self.env['product.product'].search(
             [('default_code', '=', 'FP-SERVICE')], limit=1,
         )
@@ -330,53 +164,64 @@ class FpDirectOrderWizard(models.TransientModel):
                 'purchase_ok': False,
             })
 
-        # Canonical line label (always present)
+        # 3. Build SO header
-        header = '%s — %s Rev %s (x%d)' % (
-            self.coating_config_id.name,
-            part.name,
-            part.revision or part.revision_number,
-            self.quantity,
-        )
-        # Optional extended description from template / user tweak
-        extended = (self.line_description or '').strip()
-        if extended:
-            line_desc = '%s\n\n%s' % (header, extended)
-        else:
-            line_desc = header
-
-        # Bump template usage counter so popular ones float to the top over time
-        if self.description_template_id:
-            self.description_template_id._register_usage()
-
         so_vals = {
             'partner_id': self.partner_id.id,
-            'x_fc_part_catalog_id': part.id,
+            'partner_invoice_id': (
-            'x_fc_coating_config_id': self.coating_config_id.id,
+                self.partner_invoice_id.id or self.partner_id.id
-            'x_fc_rush_order': self.rush_order,
+            ),
-            'x_fc_delivery_method': self.delivery_method,
+            'partner_shipping_id': (
+                self.partner_shipping_id.id or self.partner_id.id
+            ),
             'x_fc_po_number': self.po_number,
             'x_fc_po_attachment_id': po_att.id,
             'x_fc_po_received': True,
+            'x_fc_customer_job_number': self.customer_job_number or False,
+            'x_fc_planned_start_date': self.planned_start_date,
+            'x_fc_internal_deadline': self.internal_deadline,
+            'commitment_date': self.customer_deadline,
             'x_fc_invoice_strategy': self.invoice_strategy,
             'x_fc_deposit_percent': self.deposit_percent,
             'x_fc_progress_initial_percent': self.progress_initial_percent,
+            'x_fc_delivery_method': self.delivery_method,
             'origin': 'Direct Order',
             'note': self.notes or False,
-            'order_line': [(0, 0, {
+            'order_line': [],
+        }
+
+        # 4. One SO line per wizard line
+        for line in self.line_ids:
+            part = line._get_or_bump_revision()
+            header = '%s - %s Rev %s (x%d)' % (
+                line.coating_config_id.name,
+                part.name,
+                part.revision or part.revision_number,
+                line.quantity,
+            )
+            extended = (line.line_description or '').strip()
+            line_desc = (header + '\n\n' + extended) if extended else header
+            if line.description_template_id:
+                line.description_template_id._register_usage()
+
+            so_vals['order_line'].append((0, 0, {
                 'product_id': product.id,
                 'name': line_desc,
-                'product_uom_qty': self.quantity,
+                'product_uom_qty': line.quantity,
-                'price_unit': self.unit_price or 0.0,
+                'price_unit': line.unit_price or 0.0,
-            })],
+                'x_fc_part_catalog_id': part.id,
-        }
+                '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,
+                'x_fc_rush_order': line.rush_order,
+            }))
+
+        # 5. Create + confirm
         so = self.env['sale.order'].create(so_vals)
-        # Immediately confirm — skips quote/send step entirely
         so.action_confirm()
-        so.message_post(
+        so.message_post(body=_(
-            body=_(
+            'Direct order created from PO %s with %d line(s). '
-                'Direct order created from PO %s. Quotation stage skipped.'
+            'Quotation stage skipped.'
-            ) % self.po_number,
+        ) % (self.po_number, len(self.line_ids)))
-        )
 
         return {
             'type': 'ir.actions.act_window',

fusion_plating/fusion_plating_configurator/wizard/fp_direct_order_wizard_views.xml

@@ -6,11 +6,17 @@
         <field name="model">fp.direct.order.wizard</field>
         <field name="arch" type="xml">
             <form string="Direct Order Entry">
+                <div class="alert alert-warning mb-0"
+                     role="alert"
+                     invisible="not missing_info_msg">
+                    <i class="fa fa-exclamation-triangle me-2"/>
+                    <field name="missing_info_msg" readonly="1" nolabel="1"/>
+                </div>
                 <sheet>
                     <div class="oe_title">
                         <h1>New Direct Order</h1>
                         <p class="text-muted">
-                            Skip the quotation stage — create a confirmed order
+                            Skip the quotation stage - create a confirmed order
                             when the customer has already sent a PO.
                         </p>
                     </div>
@@ -18,59 +24,30 @@
                     <group>
                         <group string="Customer">
                             <field name="partner_id" options="{'no_create_edit': True}"/>
+                            <field name="partner_invoice_id"
+                                   options="{'no_create_edit': True}"
+                                   invisible="not partner_id"/>
+                            <field name="partner_shipping_id"
+                                   options="{'no_create_edit': True}"
+                                   invisible="not partner_id"/>
+                            <field name="customer_job_number"/>
                         </group>
                         <group string="Purchase Order">
                             <field name="po_number"/>
-                            <field name="po_attachment_file" filename="po_attachment_filename"/>
+                            <field name="po_attachment_file"
+                                   filename="po_attachment_filename"/>
                             <field name="po_attachment_filename" invisible="1"/>
                         </group>
                     </group>
 
-                    <group string="Part">
-                        <group>
-                            <field name="part_catalog_id"
-                                   options="{'no_create_edit': True}"
-                                   context="{'default_partner_id': partner_id}"/>
-                            <field name="part_number" invisible="not part_catalog_id"/>
-                            <field name="current_revision" invisible="not part_catalog_id"/>
-                        </group>
-                        <group>
-                            <label for="surface_area" invisible="not part_catalog_id"/>
-                            <div class="o_row" invisible="not part_catalog_id">
-                                <field name="surface_area" nolabel="1" class="oe_inline"/>
-                                <field name="surface_area_uom" nolabel="1" class="oe_inline"/>
-                            </div>
-                        </group>
-                    </group>
-
-                    <group string="New Revision (optional)">
-                        <field name="create_new_revision"/>
-                        <field name="new_drawing_file"
-                               filename="new_drawing_filename"
-                               invisible="not create_new_revision"
-                               required="create_new_revision"/>
-                        <field name="new_drawing_filename" invisible="1"/>
-                        <field name="revision_note" invisible="not create_new_revision"/>
-                    </group>
-
                     <group>
-                        <group string="Order">
+                        <group string="Scheduling">
-                            <field name="coating_config_id"/>
+                            <field name="planned_start_date"/>
-                            <field name="quantity"/>
+                            <field name="internal_deadline"/>
-                            <field name="currency_id" invisible="1"/>
+                            <field name="customer_deadline"/>
-                            <field name="unit_price" widget="monetary"
-                                   options="{'currency_field': 'currency_id'}"/>
-                            <field name="line_subtotal" widget="monetary"
-                                   options="{'currency_field': 'currency_id'}"/>
                         </group>
-                        <group string="Fulfilment">
+                        <group string="Fulfilment &amp; Invoicing">
-                            <field name="rush_order"/>
                             <field name="delivery_method"/>
-                        </group>
-                    </group>
-
-                    <group string="Invoicing">
-                        <group>
                             <field name="invoice_strategy"/>
                             <label for="deposit_percent"
                                    invisible="invoice_strategy != 'deposit'"/>
@@ -89,19 +66,97 @@
                         </group>
                     </group>
 
-                    <!-- ===== Line description — template picker + editable paragraph ===== -->
+                    <notebook>
-                    <group string="Line Description">
+                        <page string="Lines" name="lines">
-                        <field name="description_template_id"
+                            <field name="line_ids">
-                               options="{'no_create': True, 'no_open': True}"
+                                <list editable="bottom">
-                               placeholder="Start typing to search saved descriptions..."/>
+                                    <field name="sequence" widget="handle"/>
-                        <field name="line_description" nolabel="1" colspan="2"
+                                    <field name="part_catalog_id"
-                               placeholder="Pick a template above, then tweak the text here. Whatever you leave in this box lands on the sale order line."/>
+                                           context="{'default_partner_id': parent.partner_id}"
-                    </group>
+                                           domain="[('partner_id', '=', parent.partner_id), ('is_latest_revision', '=', True)]"
-
+                                           options="{'no_create_edit': True}"/>
-                    <group string="Internal Notes">
+                                    <field name="coating_config_id"/>
-                        <field name="notes" nolabel="1" colspan="2"
+                                    <field name="treatment_ids"
-                               placeholder="Notes for the estimator / planner — not shown to the customer."/>
+                                           widget="many2many_tags"
-                    </group>
+                                           optional="hide"/>
+                                    <field name="quantity"/>
+                                    <field name="unit_price"
+                                           widget="monetary"
+                                           options="{'currency_field': 'currency_id'}"/>
+                                    <field name="line_subtotal"
+                                           widget="monetary"
+                                           options="{'currency_field': 'currency_id'}"
+                                           sum="Total"/>
+                                    <field name="part_deadline"/>
+                                    <field name="rush_order" optional="hide"/>
+                                    <field name="currency_id" column_invisible="1"/>
+                                </list>
+                                <form string="Order Line">
+                                    <group>
+                                        <group string="Part &amp; Treatment">
+                                            <field name="part_catalog_id"
+                                                   context="{'default_partner_id': parent.partner_id}"
+                                                   domain="[('partner_id', '=', parent.partner_id), ('is_latest_revision', '=', True)]"/>
+                                            <field name="part_number"
+                                                   invisible="not part_catalog_id"/>
+                                            <field name="part_revision"
+                                                   invisible="not part_catalog_id"/>
+                                            <field name="coating_config_id"/>
+                                            <field name="treatment_ids"
+                                                   widget="many2many_tags"/>
+                                        </group>
+                                        <group string="Qty &amp; Price">
+                                            <field name="quantity"/>
+                                            <field name="unit_price"
+                                                   widget="monetary"
+                                                   options="{'currency_field': 'currency_id'}"/>
+                                            <field name="line_subtotal"
+                                                   widget="monetary"
+                                                   options="{'currency_field': 'currency_id'}"/>
+                                            <field name="part_deadline"/>
+                                            <field name="rush_order"/>
+                                            <field name="currency_id" invisible="1"/>
+                                        </group>
+                                    </group>
+                                    <group string="New Revision (optional)">
+                                        <field name="create_new_revision"/>
+                                        <field name="new_drawing_file"
+                                               filename="new_drawing_filename"
+                                               invisible="not create_new_revision"
+                                               required="create_new_revision"/>
+                                        <field name="new_drawing_filename" invisible="1"/>
+                                        <field name="revision_note"
+                                               invisible="not create_new_revision"/>
+                                    </group>
+                                    <group string="Line Description">
+                                        <field name="description_template_id"
+                                               options="{'no_create': True, 'no_open': True}"
+                                               placeholder="Start typing to search saved descriptions..."/>
+                                        <field name="line_description"
+                                               nolabel="1" colspan="2"
+                                               placeholder="Pick a template above, then tweak the text here."/>
+                                    </group>
+                                </form>
+                            </field>
+                            <group class="mt-3">
+                                <group>
+                                    <field name="total_line_count" readonly="1"/>
+                                    <field name="total_qty" readonly="1"/>
+                                </group>
+                                <group>
+                                    <field name="total_amount"
+                                           widget="monetary"
+                                           options="{'currency_field': 'currency_id'}"
+                                           readonly="1"/>
+                                    <field name="currency_id" invisible="1"/>
+                                </group>
+                            </group>
+                        </page>
+                        <page string="Notes" name="notes">
+                            <field name="notes" nolabel="1"
+                                   placeholder="Internal notes for the estimator / planner - not shown to the customer."/>
+                        </page>
+                    </notebook>
 
                 </sheet>
                 <footer>