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

- 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

fusion_so_to_po/wizard/__init__.py

@@ -0,0 +1,4 @@
+# -*- coding: utf-8 -*-
+
+from . import fusion_purchase_order_wiz
+from . import fusion_match_sale_order_wiz

fusion_so_to_po/wizard/fusion_match_sale_order_wiz.py

@@ -0,0 +1,54 @@
+# -*- 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'},
+            },
+        }

fusion_so_to_po/wizard/fusion_match_sale_order_wiz.xml

@@ -0,0 +1,43 @@
+<?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>

fusion_so_to_po/wizard/fusion_purchase_order_wiz.py

@@ -0,0 +1,191 @@
+# -*- 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,
+        }

fusion_so_to_po/wizard/fusion_purchase_order_wiz.xml

@@ -0,0 +1,57 @@
+<?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>