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feat: add x_fc_authorizer_number, x_fc_account_number, x_marked_for fields; auto-link authorizer from XML

Browse Source 
- fusion_claims: added x_fc_authorizer_number to res.partner for ADP authorizer registration numbers
- fusion_claims: XML parser auto-links authorizer contact to sale order by ADP number
- fusion_claims: removed size=9 constraint from x_fc_odsp_member_id
- fusion_claims: authorizer number shown on OT/PT contact form
- fusion_so_to_po: added x_marked_for (Many2one) field definition on purchase.order
- fusion_so_to_po: added x_fc_account_number on res.partner for vendor account numbers
This commit is contained in:
Nexa Admin
2026-03-11 17:22:02 +00:00
parent 431052920e
commit f3766c2898
18 changed files with 733 additions and 2 deletions
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fusion_so_to_po/.DS_Store vendored Normal file
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fusion_so_to_po/__init__.py Normal file
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# -*- coding: utf-8 -*-
from . import models
from . import wizard

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fusion_so_to_po/__manifest__.py Normal file
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# -*- coding: utf-8 -*-
{
'name': 'Fusion - Sale Order to Purchase Order',
'author': 'Fusion Products',
'version': '19.0.1.0.0',
'images': ['static/description/icon.png'],
'summary': 'Create Purchase Orders directly from Sale Orders with vendor assignment and cost price mapping.',
'description': """
Fusion - Sale Order to Purchase Order
======================================
Quickly create and manage Purchase Orders from Sale Orders.
Assign vendors per product line, auto-map cost prices, and track
the link between SO and PO in both directions.
""",
'depends': ['base', 'sale_management', 'purchase'],
'license': 'OPL-1',
'data': [
'security/ir.model.access.csv',
'wizard/fusion_purchase_order_wiz.xml',
'wizard/fusion_match_sale_order_wiz.xml',
'views/fusion_so_to_po_views.xml',
],
'installable': True,
'auto_install': False,
'category': 'Sales',
}

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fusion_so_to_po/models/__init__.py Normal file
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# -*- coding: utf-8 -*-
from . import fusion_so_to_po

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fusion_so_to_po/models/fusion_so_to_po.py Normal file
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# -*- coding: utf-8 -*-
from odoo import models, fields, api, _
from odoo.exceptions import UserError
import re
class SaleOrder(models.Model):
_inherit = 'sale.order'
fusion_purchase_count = fields.Integer(
string='Purchase',
compute='_compute_fusion_purchase_count',
)
def _compute_fusion_purchase_count(self):
for so in self:
so.fusion_purchase_count = self.env['purchase.order'].search_count([
('fusion_sale_ids', 'in', so.id),
])
def action_view_fusion_purchases(self):
purchases = self.env['purchase.order'].search([
('fusion_sale_ids', 'in', self.id),
])
return {
'name': _('Purchase Orders'),
'view_mode': 'list,form',
'res_model': 'purchase.order',
'domain': [('id', 'in', purchases.ids)],
'type': 'ir.actions.act_window',
}
class PurchaseOrder(models.Model):
_inherit = 'purchase.order'
fusion_sale_ids = fields.Many2many(
'sale.order',
'fusion_po_so_rel',
'purchase_order_id',
'sale_order_id',
string='Sale Orders',
help='Sale orders linked to this purchase order',
)
fusion_marked_for_ids = fields.Many2many(
'res.partner',
'fusion_po_marked_for_rel',
'purchase_order_id',
'partner_id',
string='Marked For',
help='Customers this purchase order is marked for',
)
x_marked_for = fields.Many2one(
'res.partner',
string='Marked For (Legacy)',
help='Legacy single-customer marked-for field (migrated from Studio)',
index=True,
)
fusion_sale_count = fields.Integer(
string='Sales',
compute='_compute_fusion_sale_count',
)
def _compute_fusion_sale_count(self):
for po in self:
po.fusion_sale_count = len(po.fusion_sale_ids)
def action_view_fusion_sale_order(self):
self.ensure_one()
if not self.fusion_sale_ids:
raise UserError(_("No Sale Orders are linked to this Purchase Order."))
if len(self.fusion_sale_ids) == 1:
return {
'name': _('Sale Order'),
'view_mode': 'form',
'res_model': 'sale.order',
'res_id': self.fusion_sale_ids.id,
'type': 'ir.actions.act_window',
}
return {
'name': _('Sale Orders'),
'view_mode': 'list,form',
'res_model': 'sale.order',
'domain': [('id', 'in', self.fusion_sale_ids.ids)],
'type': 'ir.actions.act_window',
}
def _open_fusion_match_wizard(self, search_hint=''):
wizard = self.env['fusion.match.so.wiz'].create({
'fusion_po_id': self.id,
'fusion_search_hint': search_hint,
})
return {
'name': _('Match Sale Order'),
'type': 'ir.actions.act_window',
'res_model': 'fusion.match.so.wiz',
'res_id': wizard.id,
'view_mode': 'form',
'target': 'new',
}
def action_fusion_match_sale_order(self):
"""Match this PO to a Sale Order based on x_marked_for field."""
self.ensure_one()
marked_for_value = getattr(self, 'x_marked_for', None)
if not marked_for_value:
return self._open_fusion_match_wizard('')
marked_for_str = str(marked_for_value)
search_hint = marked_for_str
matching_partners = None
partner_id_match = re.search(r'res\.partner\((\d+)', marked_for_str)
if partner_id_match:
partner_id = int(partner_id_match.group(1))
partner = self.env['res.partner'].browse(partner_id).exists()
if partner:
matching_partners = partner
search_hint = partner.name
if not matching_partners:
matching_partners = self.env['res.partner'].search([
'|',
('name', 'ilike', marked_for_str),
('display_name', 'ilike', marked_for_str),
])
if not matching_partners:
return self._open_fusion_match_wizard(search_hint)
matching_sales = self.env['sale.order'].search([
('partner_id', 'in', matching_partners.ids),
])
if not matching_sales or len(matching_sales) > 1:
hint = matching_partners[0].name if matching_partners else search_hint
return self._open_fusion_match_wizard(hint)
self.write({
'fusion_sale_ids': [(4, matching_sales.id)],
'fusion_marked_for_ids': [(4, matching_partners[0].id)],
})
return {
'type': 'ir.actions.client',
'tag': 'display_notification',
'params': {
'title': _('Success'),
'message': _('Linked to Sale Order: %s') % matching_sales.name,
'type': 'success',
'sticky': False,
},
}
def action_fusion_batch_match(self):
"""Batch match multiple POs to Sale Orders based on x_marked_for field."""
matched = 0
skipped = 0
errors = []
for po in self:
marked_for_value = getattr(po, 'x_marked_for', None)
if not marked_for_value:
skipped += 1
continue
marked_for_str = str(marked_for_value)
matching_partners = None
partner_id_match = re.search(r'res\.partner\((\d+)', marked_for_str)
if partner_id_match:
partner_id = int(partner_id_match.group(1))
matching_partners = self.env['res.partner'].browse(partner_id).exists()
if not matching_partners:
matching_partners = self.env['res.partner'].search([
'|',
('name', 'ilike', marked_for_str),
('display_name', 'ilike', marked_for_str),
])
if not matching_partners:
errors.append(_("PO %s: No customer found for '%s'") % (po.name, marked_for_str))
continue
matching_sales = self.env['sale.order'].search([
('partner_id', 'in', matching_partners.ids),
])
if not matching_sales:
errors.append(_("PO %s: No SO found for '%s'") % (po.name, matching_partners[0].name))
continue
if len(matching_sales) > 1:
errors.append(
_("PO %s: Multiple SOs (%d) for '%s'") % (po.name, len(matching_sales), matching_partners[0].name)
)
continue
po.write({
'fusion_sale_ids': [(4, matching_sales.id)],
'fusion_marked_for_ids': [(4, matching_partners[0].id)],
})
matched += 1
message = _("Matched: %d, Skipped: %d") % (matched, skipped)
if errors:
message += "\n" + "\n".join(errors[:5])
if len(errors) > 5:
message += _("\n... and %d more errors") % (len(errors) - 5)
return {
'type': 'ir.actions.client',
'tag': 'display_notification',
'params': {
'title': _('Batch Match Complete'),
'message': message,
'type': 'info' if matched > 0 else 'warning',
'sticky': True,
},
}
class ResPartner(models.Model):
_inherit = 'res.partner'
x_fc_account_number = fields.Char(
string='Account Number',
tracking=True,
help='Vendor/supplier account number',
)

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id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
access_fusion_so_po_wiz,access_fusion_so_po_wiz,model_fusion_so_po_wiz,base.group_user,1,1,1,1
access_fusion_so_po_line_wiz,access_fusion_so_po_line_wiz,model_fusion_so_po_line_wiz,base.group_user,1,1,1,1
access_fusion_match_so_wiz,access_fusion_match_so_wiz,model_fusion_match_so_wiz,base.group_user,1,1,1,1
1 id name model_id:id group_id:id perm_read perm_write perm_create perm_unlink
2 access_fusion_so_po_wiz access_fusion_so_po_wiz model_fusion_so_po_wiz base.group_user 1 1 1 1
3 access_fusion_so_po_line_wiz access_fusion_so_po_line_wiz model_fusion_so_po_line_wiz base.group_user 1 1 1 1
4 access_fusion_match_so_wiz access_fusion_match_so_wiz model_fusion_match_so_wiz base.group_user 1 1 1 1

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<?xml version="1.0" encoding="utf-8"?>
<odoo>
<data>
<!-- Sale Order form: add "Create PO" button and purchase count stat -->
<record id="fusion_sale_order_form_inherit" model="ir.ui.view">
<field name="name">fusion.sale.order.form.inherit</field>
<field name="model">sale.order</field>
<field name="inherit_id" ref="sale.view_order_form"/>
<field name="arch" type="xml">
<xpath expr="//form//header//button[@name='action_quotation_send']" position="after">
<button name="%(fusion_purchase_order_wizard_action)d" class="btn-primary" type="action" string="Create PO"/>
</xpath>
<xpath expr="//button[@name='action_view_invoice']" position="before">
<button type="object" name="action_view_fusion_purchases" class="oe_stat_button" invisible="fusion_purchase_count == 0" icon="fa-file">
<field name="fusion_purchase_count" widget="statinfo" string="Purchase"/>
</button>
</xpath>
</field>
</record>
<!-- Purchase Order form: add linked SOs, marked for, match button, stat -->
<record id="fusion_purchase_order_form_inherit" model="ir.ui.view">
<field name="name">fusion.purchase.order.form.inherit</field>
<field name="model">purchase.order</field>
<field name="inherit_id" ref="purchase.purchase_order_form"/>
<field name="arch" type="xml">
<!-- Match SO button in header -->
<xpath expr="//header" position="inside">
<button name="action_fusion_match_sale_order" type="object" string="Match Sale Order"
class="btn-secondary"
confirm="This will try to match this PO to a Sale Order based on the 'Marked For' field. Continue?"/>
</xpath>
<!-- Stat button for linked Sale Orders -->
<xpath expr="//div[@name='button_box']" position="inside">
<button type="object" name="action_view_fusion_sale_order" class="oe_stat_button"
invisible="fusion_sale_count == 0" icon="fa-shopping-cart">
<field name="fusion_sale_count" widget="statinfo" string="Sale Orders"/>
</button>
</xpath>
<!-- Marked For (contacts) below Vendor Reference -->
<xpath expr="//field[@name='partner_ref']" position="after">
<field name="fusion_marked_for_ids" widget="many2many_tags" string="Marked For"
placeholder="Select customers..." options="{'no_create': False, 'no_quick_create': False}"/>
</xpath>
<!-- Sale Orders (many2many) before order date -->
<xpath expr="//field[@name='date_order']" position="before">
<field name="fusion_sale_ids" widget="many2many_tags" string="Sale Orders"
placeholder="Link sale orders..." options="{'no_create': True}"/>
</xpath>
</field>
</record>
</data>
</odoo>

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fusion_so_to_po/wizard/__init__.py Normal file
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# -*- coding: utf-8 -*-
from . import fusion_purchase_order_wiz
from . import fusion_match_sale_order_wiz

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fusion_so_to_po/wizard/fusion_match_sale_order_wiz.py Normal file
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# -*- coding: utf-8 -*-
from odoo import models, fields, api, _
from odoo.exceptions import UserError
class FusionMatchSaleOrderWiz(models.TransientModel):
_name = 'fusion.match.so.wiz'
_description = 'Fusion - Match Sale Order Wizard'
fusion_po_id = fields.Many2one(
'purchase.order',
string='Purchase Order',
required=True,
readonly=True,
)
fusion_sale_order_id = fields.Many2one(
'sale.order',
string='Sale Order',
help='Select the Sale Order to link to this Purchase Order',
)
fusion_search_hint = fields.Char(
string='Search Hint',
readonly=True,
help='Suggested search term based on Marked For field',
)
def action_fusion_confirm(self):
self.ensure_one()
if not self.fusion_sale_order_id:
raise UserError(_("Please select a Sale Order."))
customer = self.fusion_sale_order_id.partner_id
self.fusion_po_id.write({
'fusion_sale_ids': [(4, self.fusion_sale_order_id.id)],
'fusion_marked_for_ids': [(4, customer.id)],
})
return {
'type': 'ir.actions.client',
'tag': 'display_notification',
'params': {
'title': _('Success'),
'message': _('Linked Purchase Order %s to Sale Order %s') % (
self.fusion_po_id.name,
self.fusion_sale_order_id.name,
),
'type': 'success',
'sticky': False,
'next': {'type': 'ir.actions.act_window_close'},
},
}

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<?xml version="1.0" encoding="utf-8"?>
<odoo>
<data>
<record id="fusion_view_match_sale_order_wizard" model="ir.ui.view">
<field name="name">fusion.match.so.wiz.form</field>
<field name="model">fusion.match.so.wiz</field>
<field name="arch" type="xml">
<form string="Match Sale Order">
<field name="fusion_po_id" invisible="1"/>
<group>
<p class="text-muted" colspan="2">
Search and select the Sale Order to link to this Purchase Order.
</p>
</group>
<group>
<field name="fusion_search_hint" string="Suggested Search" invisible="not fusion_search_hint"/>
<field name="fusion_sale_order_id"
string="Sale Order"
options="{'no_create': True, 'no_quick_create': True}"
context="{'search_default_name': fusion_search_hint}"/>
</group>
<footer>
<button name="action_fusion_confirm" string="Link Sale Order" type="object" class="btn-primary"/>
<button special="cancel" string="Cancel" class="btn-secondary"/>
</footer>
</form>
</field>
</record>
<record id="fusion_action_match_sale_order_wizard" model="ir.actions.act_window">
<field name="name">Match Sale Order</field>
<field name="res_model">fusion.match.so.wiz</field>
<field name="type">ir.actions.act_window</field>
<field name="view_mode">form</field>
<field name="target">new</field>
</record>
</data>
</odoo>

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fusion_so_to_po/wizard/fusion_purchase_order_wiz.py Normal file
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# -*- coding: utf-8 -*-
from odoo import models, fields, api, _
from odoo.exceptions import UserError
from collections import defaultdict
class FusionPurchaseOrderWiz(models.TransientModel):
_name = 'fusion.so.po.wiz'
_description = 'Fusion - Create Purchase Order Wizard'
fusion_so_id = fields.Many2one('sale.order', string='Sale Order')
fusion_line_ids = fields.One2many(
'fusion.so.po.line.wiz',
'fusion_wizard_id',
string='Products',
)
fusion_batch_vendor_id = fields.Many2one(
'res.partner',
string='Assign Vendor to All',
domain="[('is_company', '=', True)]",
help='Select a vendor here to assign it to ALL products at once',
)
@api.onchange('fusion_batch_vendor_id')
def _onchange_fusion_batch_vendor_id(self):
if self.fusion_batch_vendor_id:
selected_lines = self.fusion_line_ids.filtered(lambda l: l.selected)
lines_to_update = selected_lines if selected_lines else self.fusion_line_ids
for line in lines_to_update:
line.vendor_id = self.fusion_batch_vendor_id
if line.product_id:
seller = line.product_id.seller_ids.filtered(
lambda s: s.partner_id.id == self.fusion_batch_vendor_id.id
)[:1]
if seller and seller.price:
line.price_unit = seller.price
else:
line.price_unit = line.product_id.standard_price
line.price_subtotal = line.price_unit * line.product_uom_qty
for line in selected_lines:
line.selected = False
@api.model
def default_get(self, fields_list):
res = super().default_get(fields_list)
active_ids = self._context.get('active_ids')
if not active_ids:
return res
sale_order = self.env['sale.order'].browse(active_ids[0])
if not sale_order.order_line:
raise UserError(_("Please add some valid sale order lines...!"))
res['fusion_so_id'] = sale_order.id
product_lines = []
for line in sale_order.order_line:
if line.display_type in ('line_section', 'line_note'):
continue
description = line.name or line.product_id.display_name or line.product_id.name or 'Product'
cost_price = line.product_id.standard_price
product_lines.append((0, 0, {
'product_id': line.product_id.id,
'description': description,
'product_uom_qty': line.product_uom_qty,
'price_unit': cost_price,
'product_uom': line.product_uom_id.id,
'price_subtotal': cost_price * line.product_uom_qty,
'fusion_so_line_id': line.id,
'vendor_id': False,
}))
res['fusion_line_ids'] = product_lines
return res
def fusion_create_po(self):
self.ensure_one()
vendor_products = defaultdict(list)
for product_line in self.fusion_line_ids:
if product_line.vendor_id:
vendor_products[product_line.vendor_id.id].append(product_line)
if not vendor_products:
raise UserError(_("Please assign at least one product to a vendor before creating Purchase Orders."))
now = fields.Datetime.now()
created_pos = self.env['purchase.order']
customer = self.fusion_so_id.partner_id
for vendor_id, product_lines in vendor_products.items():
partner = self.env['res.partner'].browse(vendor_id)
fpos = self.env['account.fiscal.position'].sudo()._get_fiscal_position(partner)
date_planned = self.fusion_so_id.commitment_date or now
purchase_order = self.env['purchase.order'].create({
'partner_id': partner.id,
'partner_ref': partner.ref,
'company_id': self.fusion_so_id.company_id.id,
'currency_id': self.env.company.currency_id.id,
'dest_address_id': False,
'origin': self.fusion_so_id.name,
'payment_term_id': partner.property_supplier_payment_term_id.id,
'date_order': now,
'fiscal_position_id': fpos.id,
'fusion_sale_ids': [(4, self.fusion_so_id.id)],
'fusion_marked_for_ids': [(4, customer.id)],
})
for product_line in product_lines:
values = product_line._prepare_fusion_po_line(purchase_order, date_planned)
self.env['purchase.order.line'].create(values)
created_pos |= purchase_order
if len(created_pos) == 1:
return {
'name': _('Purchase Order'),
'view_mode': 'form',
'res_model': 'purchase.order',
'view_id': self.env.ref('purchase.purchase_order_form').id,
'res_id': created_pos.id,
'type': 'ir.actions.act_window',
'target': 'current',
}
return {
'name': _('Purchase Orders'),
'view_mode': 'list,form',
'res_model': 'purchase.order',
'domain': [('id', 'in', created_pos.ids)],
'type': 'ir.actions.act_window',
'target': 'current',
}
class FusionPurchaseProductWiz(models.TransientModel):
_name = 'fusion.so.po.line.wiz'
_description = 'Fusion - Purchase Product Wizard Line'
fusion_wizard_id = fields.Many2one('fusion.so.po.wiz', string='Wizard', ondelete='cascade')
selected = fields.Boolean(string='Select', default=False)
fusion_so_line_id = fields.Many2one('sale.order.line', string='SO Line')
product_id = fields.Many2one('product.product', string='Product')
product_uom = fields.Many2one('uom.uom', string='Unit of Measure')
description = fields.Char(string='Description')
product_uom_qty = fields.Float(string='Quantity')
price_unit = fields.Float(string='Unit Price')
price_subtotal = fields.Float(string='Subtotal')
vendor_id = fields.Many2one(
'res.partner',
string='Vendor',
domain="[('is_company', '=', True)]",
)
@api.onchange('vendor_id')
def _onchange_vendor_id(self):
if self.vendor_id and self.product_id:
seller = self.product_id.seller_ids.filtered(
lambda s: s.partner_id.id == self.vendor_id.id
)[:1]
if seller and seller.price:
self.price_unit = seller.price
else:
self.price_unit = self.product_id.standard_price
self.price_subtotal = self.price_unit * self.product_uom_qty
def _prepare_fusion_po_line(self, purchase_order, date_planned):
self.ensure_one()
product_uom = self.product_uom or self.product_id.uom_id
name = self.description
if not name:
name = self.product_id.display_name or self.product_id.name or 'Product'
if self.product_id.default_code and self.product_id.default_code not in name:
name = '[%s] %s' % (self.product_id.default_code, name)
return {
'name': name,
'product_qty': self.product_uom_qty,
'product_id': self.product_id.id,
'product_uom_id': product_uom.id,
'price_unit': self.price_unit,
'date_planned': date_planned,
'order_id': purchase_order.id,
}

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<?xml version="1.0" encoding="utf-8"?>
<odoo>
<data>
<record id="fusion_view_purchase_order_wizard" model="ir.ui.view">
<field name="name">fusion.so.po.wiz.form</field>
<field name="model">fusion.so.po.wiz</field>
<field name="arch" type="xml">
<form string="Create Purchase Orders">
<field name="fusion_so_id" invisible="1"/>
<group>
<group string="Assign Vendor to Selected">
<field name="fusion_batch_vendor_id" options="{'no_create': True}" placeholder="Select vendor to assign..."/>
</group>
<group>
<p class="text-muted mt-4">
<b>Tip:</b> Check the boxes below to select products, then pick a vendor above to assign to selected only.
If nothing is selected, vendor applies to all.
</p>
</group>
</group>
<separator/>
<field name="fusion_line_ids" nolabel="1">
<list editable="bottom" create="false">
<field name="selected" string="Select"/>
<field name="vendor_id" string="Vendor" placeholder="Select vendor..." widget="many2one" options="{'no_create': True, 'no_quick_create': True}"/>
<field name="product_id" string="Product" readonly="1" force_save="1"/>
<field name="description" string="Description" readonly="1" force_save="1" column_invisible="1"/>
<field name="product_uom_qty" string="Qty" readonly="1" force_save="1"/>
<field name="product_uom" string="UoM" readonly="1" force_save="1" groups="uom.group_uom" optional="hide"/>
<field name="price_unit" string="Unit Price" force_save="1"/>
<field name="price_subtotal" string="Subtotal" readonly="1" force_save="1"/>
<field name="fusion_so_line_id" column_invisible="1" force_save="1"/>
</list>
</field>
<footer>
<button name="fusion_create_po" string="Create Purchase Orders" type="object" class="btn-primary"/>
<button special="cancel" string="Cancel" class="btn-secondary"/>
</footer>
</form>
</field>
</record>
<record id="fusion_purchase_order_wizard_action" model="ir.actions.act_window">
<field name="name">Create Purchase Order</field>
<field name="res_model">fusion.so.po.wiz</field>
<field name="type">ir.actions.act_window</field>
<field name="view_mode">form</field>
<field name="target">new</field>
</record>
</data>
</odoo>