Commit Graph

6 Commits

Author SHA1 Message Date
gsinghpal
b92a396934 feat(portal): account_summary controller + 3 unit tests
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>
2026-05-17 14:13:48 -04:00
gsinghpal
153b980e2b fix(portal): correct group indices after adding work_order to docs panel
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>
2026-05-17 12:12:20 -04:00
gsinghpal
4da123c2d3 feat(portal): _fp_group_documents helper for detail-page doc panel
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>
2026-05-17 02:49:18 -04:00
gsinghpal
8c6718e352 feat(portal): _fp_get_stage_timeline helper for detail-page timeline
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>
2026-05-17 02:48:42 -04:00
gsinghpal
9d58f5f61e feat(portal): per-stage timestamps on fp.portal.job
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>
2026-05-17 02:47:08 -04:00
gsinghpal
c2590a99ff feat(portal): welcome-line summary counts on /my/home + tests
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>
2026-05-17 02:41:17 -04:00