Every FP portal route built `values = {...}` from scratch and called
`request.render(...)` directly, bypassing `_prepare_portal_layout_values`.
Our new `fp_sidebar_items` and `fp_partner_display_name` keys live in
that hook, so the sidebar template's `t-foreach` was a no-op on every
custom page (`/my/home`, `/my/jobs`, `/my/account_summary`, etc.) — the
sidebar rendered with the "My Account" fallback header and only the
Sign Out footer link visible.
Fix: each FP render now does
values = self._prepare_portal_layout_values()
values.update({...route-specific values...})
This puts the layout values in first (so `fp_sidebar_items` and
`fp_partner_display_name` always present), and the route's own
update wins on `page_name` and other collisions.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
The inline 'onchange=\"window.location.href = this.value\"' attribute on
the sort <select> is the only inline-JS handler in the project's QWeb
templates. Under a strict Content-Security-Policy (script-src 'self')
the handler silently fails, leaving the sort dropdown dead. Replace
with a tiny vanilla-JS file (fp_portal_account_summary.js) that attaches
the listener via class selector .o_fp_sort_select inside the Account
Summary page.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Tabs: Invoices / Credit Memos / Statements (V1 placeholder).
Page header carries the Open Balance pill. Per-tab filter pills
(Open/Closed/All), search box (name OR ref), sort dropdown
(newest/oldest/largest/smallest), 10-per-page pager.
Empty states: 'No results for X' for failed searches, 'No records
in this tab' for empty result sets, and the dedicated Statements
'coming soon' card. Statements tab hides the filter/search/sort
strip — nothing to filter yet.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
New /my/account_summary route. Splits posted account.move into
Invoices (out_invoice) / Credit Memos (out_refund) / Statements
(V1 placeholder). Open Balance helper sums amount_residual across
open invoices for the partner's commercial tree.
Search filters name OR ref (customer PO). Sort options: date desc/asc,
amount desc/asc. Filter pills: open / closed / all.
Tests cover the tab partitioning, the open-balance sum, and the
search behaviour. Helpers use commercial_partner.env so they work
in both HTTP context and unit tests without requiring request.env.
Test scaffolding uses fp_from_so_invoice=True context flag and
invoice_payment_term_id to satisfy the fusion_plating_jobs and
fusion_plating_invoicing create/post gates.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
- /my/fp_invoices -> /my/account_summary
- /my/purchase_orders -> /my/orders (Odoo default)
- /my/quote_requests/new (GET) -> /my/configurator/new
(POST handler preserved for back-compat with the existing RFQ form
button; will be removed after the form is fully retired)
Thin templates deleted: portal_my_fp_invoices, portal_my_purchase_orders.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
fp_portal_shell.xml was already registered in Task 3 commit
(d17cada). This commit adds the two missing asset entries:
fp_portal_sidebar.scss in web.assets_frontend, after
fp_portal_dashboard.scss; fp_portal_sidebar.js after fp_rfq_form.js.
Version bumps 19.0.3.7.0 -> 19.0.4.0.0 (sidebar is a chrome change,
minor bump).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Drives the sidebar from a single Python data structure
(_FP_SIDEBAR_LAYOUT). Active state resolved by page_name lookup OR
URL-prefix match (so Odoo default pages like /my/orders and
/my/account light up correctly). _prepare_portal_layout_values
extends super() so existing counter injection (fp_quote_request_count
etc.) keeps firing.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Direct entry['url'] / entry['label'] would 500 the portal page if a
future helper emits an item dict missing a key. Use .get('url', '#')
and .get('label', '') so a malformed entry degrades silently instead
of taking the page down. Helper data is currently trusted (defined
in _FP_SIDEBAR_LAYOUT class constant) but defensive iteration is
cheap and prevents regression bugs from cascading.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
fp_portal_shell wraps every /my/* page (FP custom + Odoo default)
in a sticky-sidebar shell with no per-template edits. Sidebar markup
is a separate fp_portal_sidebar template that reads fp_sidebar_items
+ fp_partner_display_name from the page context.
Approach D ($0 re-emit) used instead of plan's unbalanced-xpath approach:
position="replace" on //div[@id='wrap'] with $0 inside <main> causes
Odoo's Python inheritance engine to re-emit the original #wrap node
(verified in tools/template_inheritance.py lines 162-169). Every
xpath block is well-formed XML.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Backdrop display:block isn't media-scoped in fp_portal_sidebar.scss
(intentional — JS owns the drawer lifecycle). Without a resize
listener, opening the drawer at <=768px and resizing the browser
to >768px leaves the semi-opaque backdrop visible on desktop while
the sidebar visually snaps back to its sticky rail. Resize handler
calls toggleOpen(false) when crossing the breakpoint with .o_fp_open
still set.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
20 lines, no framework. Toggles .o_fp_open on sidebar + backdrop.
Backdrop click closes drawer; navigating a sidebar link on mobile
auto-closes. No-ops gracefully when sidebar isn't on the page
(logged-out, 500 pages, etc.).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Grouped sections via .o_fp_sidebar_section_label, active item gets
mint gradient fill + brand-teal left bar. Below 768px the sidebar
collapses to a fixed slide-in drawer (.o_fp_open class), with
.o_fp_portal_hamburger button + .o_fp_portal_backdrop as siblings.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Captures everything the next Claude session needs to pick up cold:
- Live module versions on entech (portal 19.0.3.7.0, jobs/reports
versions, all 5 tests green)
- What shipped this session (24+ commits, summarised by area)
- Sub-A (IA + sidebar) brainstorm decisions locked, spec written,
plan ready to execute (11 tasks, 4 phases)
- What's deferred (sub-B multi-user, sub-C search, drafts, real
statements, RMA portal, top-recurring-parts) and WHY — so next
session doesn't re-litigate
- Gotchas hit + fixed this session that aren't obvious from code
- Deploy recipe (file copy + module upgrade + cache bust) used 20+
times this session
CLAUDE.md's Recent Session Handoff section now points to the new
handoff doc; the previous handoff is kept as 'superseded but kept
for context' below it.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Portal users have read access to fp.portal.job but NOT to fp.job.
The new job-card macro traverses job.x_fc_job_id -> fp.job to surface
part info, sale_order, ship-to address — that raised AccessError for
real customers (admins were fine due to inherited groups).
Adding .sudo() to the three Job queries in home(), portal_my_jobs(),
and the certifications panel mirror lookup. Domain still filters to
the customer's commercial partner tree, so sudo doesn't widen
visibility — it just lets the template walk past the portal-job
boundary to the privileged backend models.
Same pattern is already used in the same file for sale.order,
account.move, and stock.picking queries.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
1. Configurator step 2/3 500 fix: fp.coating.config was retired
(Sub-11) but the controller still queried it -> KeyError. Swapped
to fusion.plating.process.type (the real coating taxonomy on entech:
Hard Chrome, EN Low Phos, Type I Anodize, etc). Step 2 template
dropped dead refs (coat.process_type_id / spec_reference / thickness_*
/ certification_level), now shows code + process_family + description.
Pricing helper relaxed: filters out rules keyed to the dead model
and silently returns {'available': False} -> template shows 'Quote
will be priced by EN Plating' instead of fake numbers.
2. Configurator step 1: manual measurements hidden per customer
feedback. Length/Width/Height/Surface Area are kept as hidden 0s so
the rest of the flow doesn't error; backend trimesh still auto-calcs
surface area silently when STL is uploaded. Single file input split
into two: separate Drawing (PDF) + 3D Model (STL/STP/STEP/IGES)
uploads so customer can send both. Multi-upload session shape:
attachment_ids list. Submit handler re-keys ALL uploads onto the
new quote_request.
3. Job card upgraded: new fp_portal_job_card macro shared by dashboard
+ jobs list. Renders wrap div containing main anchor (whole card
clickable -> detail page) + sibling actions footer (4 doc download
quick-buttons: SO / WO / CoC / Packing + Repeat Order form).
Forms-inside-anchor is invalid HTML so the footer lives as a
sibling, not a child. Card now shows part name+number and ship-to
address pulled inline from job.x_fc_job_id.sale_order_id chain.
Same data also added to detail-page hero for consistency.
Version bump: 19.0.3.6.0 -> 19.0.3.7.0.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Regression I introduced when adding the WO Detail group: the
groups.insert(2, wo_group) ran BEFORE the SPECIFICATIONS / QUALITY /
SHIPPING appends, so groups[2] shifted from 'quality' to 'work_order'
mid-helper. Result: the CoC got appended to the work_order group's
docs and shipping doc went into quality. Test caught it.
Restructured to declare the 5-group list up front in display order
and use stable indices throughout (0=from_you, 1=specs, 2=work_order,
3=quality, 4=shipping). Added a code comment warning future editors
that reordering means updating every groups[N] reference.
Test updated to expect 5 groups, asserting both 'work_order' and
'quality' keys are present + pending state in each.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
1. From-You group now surfaces ANY ir.attachment attached to the
linked sale.order (sudo'd) so customer-uploaded PO + drawings
appear automatically. Each shows file name + upload date + size,
downloads via /web/content/<id>?download=true. Falls through to
the Sales Order Confirmation entry as before.
2. New 'Work Order' document group between Specifications and Quality,
surfacing the EN Plating WO Detail PDF via new route
/my/jobs/<id>/wo_detail. Sudo'd render of report_fp_job_wo_detail_
template so the template can read backend fp.job + recipe nodes.
Placeholder rendered when there's no linked backend job yet.
3. Hover underline gone: Bootstrap Reboot puts
text-decoration: underline on a:hover for every anchor, which read
as buggy on our flat chips / pill buttons / dashboard cards. Added
a catch-all selector list in fp_portal_buttons.scss that pins
text-decoration: none across hover/focus/active for every brand
element. Hover signal lives in color + shadow only.
Version bump: 19.0.3.5.0 -> 19.0.3.6.0.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Original macro put the 5 labels in a separate flex container below the
stepper with flex:1 each. That distributes them at 10%/30%/50%/70%/90%
(centred in 1/5 slots) while the circles distribute at 0%/25%/50%/75%/
100% (edges via space-between + line-flex). Result: labels visibly off
from their circles, getting worse the wider the row.
Restructured the macro so each circle + its label live inside a single
.o_fp_step_unit. The label is absolute-positioned at top:100% / left:50%
with translateX(-50%), so its horizontal centre always pins to the
circle's centre regardless of text width. Wider labels ('Inspected')
overflow equally to both sides instead of pushing the column.
Bumped stepper margin-bottom to 2.4rem so the absolutely-positioned
labels have clearance below. Dropped the now-unused .o_fp_step_labels
container rule.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Regression from the pulse-animation commit: the @media (prefers-
reduced-motion) block had crept up and swallowed the .o_fp_step_line
rule, so the connector lines only got flex:1 when the user had
reduce-motion enabled. Everywhere else they had zero width and the
circles clustered on the left of the row with no visible gaps.
Moved .o_fp_step_line back inside the parent .o_fp_stepper { } where
it belongs. Added a comment so the next person doesn't make the same
mistake when editing the surrounding rules.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
1. Pulse animation on the active step indicator:
- New @keyframes fp-pulse-teal / fp-pulse-amber in stepper.scss
- Applied to .o_fp_step_active / _warn and .o_fp_timeline_active
.o_fp_timeline_dot so dashboard stepper + detail-page timeline
breathe in sync. 1.8s ease-in-out, ring grows 4px -> 9px and
fades 20% -> 6% opacity. Two color variants so QC (warn) keeps
its amber meaning.
- prefers-reduced-motion: reduce kills the animation for users
who opted out.
2. Repeat Order button on /my/jobs/<id> detail page:
- New POST /my/jobs/<id>/repeat route that creates a draft
fusion.plating.quote.request seeded with the user's contact +
the job's quantity, posts a chatter link back to the original
job, redirects to the new RFQ for review/submit.
- Button placed in the detail footer next to 'Back to all jobs',
CSRF-protected via the form's csrf_token hidden field.
3. Dashboard expanded from 3 secondary panels to 5 (Recent Quote
Requests + Recent Purchase Orders added) so every previously-
designed customer page is reachable from /my/home.
- Auto-fit grid: 3+2 / 2+2+1 / single column depending on width.
- Every panel header gets a 'View all ->' link to its list page
(Quote Requests / POs / Certs / Deliveries / Invoices).
- Empty-state for Quote Requests gets an inline 'Get a quote ->'
CTA so first-time customers know where to start.
Version bump: 19.0.3.4.0 -> 19.0.3.5.0.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Two changes to _fp_get_stage_timeline:
1. Format: 'May 16, 2026 \xb7 9:14 AM' (full year + space + uppercase
AM/PM) instead of 'may 16 \xb7 9:14a'. Matches the mockup the
user approved. Date-only render kicks in when the timestamp has
no time component (backfilled/interpolated midnight values), so
we don't show fake '12:00 AM' next to a date we only know to the
day.
2. Linear interpolation: records that pre-date Task 16's per-stage
Datetime hook had empty middle-stage timestamps. The new fallback
spreads done stages evenly between received_at (or received_date)
and now() so old records show a plausible progression instead of
gap-toothed empty rows. Records created post-hook hit the real
captured values and never reach the interpolation branch.
Helper imports datetime + time at module level since we need
datetime.combine for Date->Datetime conversion in the fallback chain.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Records created before Task 16 (per-stage Datetime fields + write
snapshot hook) have NULL for received_at/shipped_at/etc. SQL backfill
copies received_date -> received_at; this commit adds a runtime
fallback so if any record slips through (manual edits, future
imports) the timeline still surfaces what's available.
Also render date-only ('May 16, 2026') when the timestamp has no
time component, so backfilled-from-Date records don't show the
misleading 'may 16 · 12:00a' fake time.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
The signature footer ('Customer Acceptance (Signature / Date)' +
'Authorized Representative') is not part of EN Plating's intended
customer-facing quote/SO PDF flow. Removed from both portrait and
landscape variants of report_fp_sale_portrait/landscape.
Invoice report (report_fp_invoice.xml) had no such block - nothing
to remove there. Verified by grep across fusion_plating_reports.
Version bump: fusion_plating_reports 19.0.11.14.0 -> 19.0.11.15.0.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
The FP sale report template (report_fp_sale_portrait) walks into
fp.part.catalog records, which portal users don't have ACL on -
they'd hit 'You are not allowed to access Fusion Plating - Part
Catalog' when rendering. Standard /report/pdf/ route runs as the
authed user, so the template traversal fails.
Mirror the portal_download_coc pattern: gate on _document_check_access
for the portal job (customer can only ever reach their own data),
then render the report via ir.actions.report.sudo()._render_qweb_pdf
so the QWeb template traversal bypasses ACL. Return the PDF as an
attachment with a friendly filename.
Updates _fp_group_documents to point the From-You SO Confirmation
link at this new route instead of /report/pdf/ directly.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Standard sale.report_saleorder hit the sale_pdf_quote_builder
header/footer merge bug (CLAUDE.md MEMORY.md gotcha) and produced
garbled PDFs on FP-customised sale orders. Switching to
fusion_plating_reports.report_fp_sale_portrait which is the
customer-facing FP template and bypasses the merge gate. Added
?download=true so the browser saves the PDF instead of trying to
embed it.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
_fp_create_portal_job hardcoded state='in_progress'. Now uses the
same _FP_JOB_STATE_TO_PORTAL_STATE map as write(), so a portal job
created for an already-confirmed (but not yet started) fp.job lands
in 'received' instead of jumping to 'in_progress'. Falls back to
'received' for unmapped states.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
1. /my now serves the FP dashboard (stock Odoo home was leaking
through because parent route declared ['/my', '/my/home'] but my
override only listed /my/home).
2. Button padding bumped to .5rem 1rem + font 1rem so o_fp_btn matches
Odoo's standard Bootstrap button rhythm. Ghost button drops its
custom padding override.
3. .o_fp_job_card on /my/home + /my/jobs is now an <a> wrapping the
whole card area — full row is the click target, not just the WO
number. Inner <a> on job.name dropped to avoid nested anchors;
focus-visible outline added for keyboard nav.
4. fp.job.write() now mirrors state -> fp.portal.job.state via new
_FP_JOB_STATE_TO_PORTAL_STATE map (confirmed->received,
in_progress->in_progress, done->ready_to_ship). Fixes the bug where
completed backend jobs left the portal stuck on 'in_progress'.
'on_hold' and 'cancelled' intentionally not mirrored — manager
choice what to surface.
5. Sales Order Confirmation now surfaces in the 'From You' group on
the job detail page, pulled via job.x_fc_job_id.sale_order_id ->
/report/pdf/sale.report_saleorder/<id>. Falls back to the upload
placeholder when no SO is linked.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
All btn-primary -> o_fp_btn_primary, btn-outline-secondary ->
o_fp_btn_secondary, large CTAs get o_fp_btn_lg modifier. Status
badges (text-bg-secondary/warning/info) left untouched - they're
auto-calculated chips not workflow states.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Two-column grid: vertical timeline (5 stages with per-stage timestamps)
on the left, grouped document panel (4 categories) on the right. Hero
header carries WO ref + part / qty / ETA / tracking facts.
Controller adds stage_timeline, doc_groups, and timeline_spine_pct
to the render context. Spine fill = done + half-credit for the
active stage (so the spine visually leads the eye to where the work
is happening).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Drops the old 3-segment progress bar in favour of the dashboard's
5-step circle-and-line stepper for consistency. Uses the same
state_to_idx mapping so all 6 fp.portal.job states (including
'complete') render correctly.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
V1 surfaces only the fields directly on fp.portal.job (CoC + packing
list). Other 2 groups (From You, Specifications) render placeholder
rows. V2 will wire in sale.order linking for full doc surfacing.
Also adds _fp_size_label helper for friendly file-size strings.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Builds a 5-entry list (label, status, started_at, time_label, notes)
ordered by stage. Labels match the dashboard stepper exactly
(Received/Inspected/Plating/QC/Shipped) so the two surfaces tell
the same story. Inspected and Plating share in_progress_started_at
since state in_progress means both transitions happened.
Time labels use lowercase am/pm matching the mockup typography.
'complete' state correctly shows all 5 stages as done (caught by
new test).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Adds received_at, in_progress_started_at, qc_started_at,
ready_to_ship_at, shipped_at - snapshotted on state change via
write() override using super().write() to avoid recursion. Required
for the vertical-timeline rendering on the job detail page (Phase 3).
Idempotent: re-transitioning to a state already-stamped does not
overwrite the original timestamp.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Adds 4 Phase 2 SCSS partials (badges/cards/stepper/dashboard) plus
the macros XML data file. Macros load before any template that
t-calls them per Odoo's strict-sequential XML loader.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Welcome strip -> 4-tile KPI row (In-Flight Jobs is the hero) ->
Active Work Orders section with 3 most-recent V2 cards ->
3-panel secondary strip (Certs / Packing Slips / Invoices).
Uses the new badge/stepper/doc-chip macros.
Also fixes a stepper state->step mapping bug that would have
shown Inspected as active when state=in_progress (should be
Plating active). New state_to_idx dict handles all 6 fp.portal.job
states correctly, including 'complete' (all 5 stages done).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Adds active_job_count, awaiting_review_count, ready_to_ship_count
to the dashboard context. Tests verify partition is correct across
the fp.portal.job and fp.quote.request state machines.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Macros take dict args so callers never reach into the underlying
records — keeps templates testable + makes the stepper reusable
on dashboard cards AND detail-page if needed.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Tokens partial loaded first; buttons SCSS loaded next; legacy
catch-all stays last. Per CLAUDE.md rule 8 every SCSS file is a
separate entry (no @import allowed in Odoo 19 custom SCSS).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Five button variants under .o_fp_btn_* classes that don't fight
Bootstrap. Primary uses the brand teal gradient with mint-tinted
shadow; danger uses the red gradient. Focus/hover/active states
included.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
EN Plating teal palette + gradient/shadow/radius/spacing/typography
tokens. Single source of truth for the customer portal redesign.
Tokens load first in web.assets_frontend so downstream SCSS sees them.
Refs spec: docs/superpowers/specs/2026-05-17-portal-dashboard-redesign-design.md
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
