Commit Graph

84 Commits

Author SHA1 Message Date
gsinghpal
6b7b44264a changes 2026-05-10 10:25:12 -04:00
gsinghpal
1da27ed6bf changes 2026-05-01 00:20:40 -04:00
gsinghpal
b187192c58 feat(step-library): full plating workflow coverage + per-recipe configurability + audit
Implements 2026-04-29-step-library-audit-design.md. Bumps fusion_plating
to 19.0.18.7.0, fusion_plating_jobs to 19.0.8.12.0, fusion_plating_reports
to 19.0.10.2.0.

LIBRARY EXPANSION
- 8 new Step Kinds: Receiving, Electroclean, Strike, Salt Spray,
  Adhesion Test, Hardness Test, Packaging, Tank Replenishment
- 4 new input types: photo, multi_point_thickness, bath_chemistry_panel, ph
- DEFAULT_INPUTS_BY_KIND rewritten to seed audit-grade prompts on every
  kind (bath IDs, photos, multi-point thickness, signatures, etc.)
- + Common Audit Fields one-click button on the library template form
- Default Operator Instructions relabel + alert callout

PER-RECIPE CONFIGURABILITY
- collect (Boolean) per recipe-step input prompt — opt out without delete
- collect_measurements (Boolean) master switch on recipe step — when off,
  wizard skips entirely
- template_input_id (Many2one) traceability link from recipe to library
- Recipe-step backend form view exposes the new fields with handle drag,
  toggle, target range, and library-source column

RUNTIME WIRING
- Step input wizard filters node.input_ids to step_input AND collect=True;
  short-circuits on collect_measurements=False
- New input types: photo (image widget + ir.attachment), multi-point
  thickness (5 readings + auto avg, skips empty cells), bath chemistry
  panel (pH/conc/temp/bath bundle), pH (0-14 numeric)
- Composite values JSON-serialized into value_text; photo via attachment

CoC REPORT
- Filters captured prompts to collect=True only
- Renders new input types with appropriate format

MIGRATION (post-migrate.py for 19.0.18.7.0)
- Backfills collect=True on recipe-step inputs
- Backfills collect_measurements=True on recipe steps
- Re-runs action_seed_default_inputs on every existing template
  (idempotent, preserves user edits)
- Backfills template_input_id by name-matching against source library
  template (handles JSONB vs varchar name columns)

SEED DATA
- 8 example templates (one per new kind) in fp_step_template_data.xml
  with noupdate=1

BATTLE TEST
- bt_step_library_audit.py: 29 assertions all PASS on entech

OWL EDITOR EXTENSION DEFERRED
- The simple recipe editor's per-step Instructions/Measurements
  expansions were not implemented in this pass; users configure via the
  backend recipe-step form. Track follow-up.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-29 22:13:54 -04:00
gsinghpal
a2fe1fcbcc changes 2026-04-29 03:35:33 -04:00
gsinghpal
13e300d90e changes 2026-04-28 19:39:37 -04:00
gsinghpal
0ad382e1a6 feat(phase1): top-level menu consolidation + landing-page resolver
Phase 1 collapses the Plating app's 17 top-level menus down to 6
domains (Sales, Operations, Receiving & Shipping, Quality,
Compliance, Configuration) so users no longer scroll a 17-item
sidebar to find one thing.

Re-parented (no XML id changes — bookmarks still work):
- fusion_plating_compliance.menu_fp_compliance_root
    → menu_fp_compliance_hub  (renamed 'General')
- fusion_plating_safety.menu_fp_safety_root
    → menu_fp_compliance_hub  (renamed 'Safety / WHMIS')
- fusion_plating_aerospace.menu_fp_aerospace
    → menu_fp_compliance_hub  (renamed 'Aerospace (AS9100 / Nadcap)')
- fusion_plating_nuclear.menu_fp_nuclear
    → menu_fp_compliance_hub  (renamed 'Nuclear (CSA N299 / CNSC)')
- fusion_plating_cgp.menu_fp_cgp
    → menu_fp_compliance_hub  (renamed 'Controlled Goods (CGP)')
- fusion_plating_certificates.menu_fp_certificates
    → menu_fp_quality (Certs are a Quality output, not a separate
      top-level concern)
- fusion_plating_bridge_maintenance.menu_fp_maintenance
    → menu_fp_operations
- fusion_plating.menu_fp_job_step_move (Move Log)
    → menu_fp_operations
- fusion_plating.menu_fp_job_step_timelog (Labor History)
    → menu_fp_operations

The new menu_fp_compliance_hub is supervisor-gated; underlying
verticals retain their own group locks (CGP officer, etc.).

Settings menu remains manager-gated through inheritance from
menu_fp_config (already in place).

NEW — Plating landing-page resolver:
- ir.actions.act_window.x_fc_pickable_landing  (Boolean tag for
  curated picklist; flagged on Sale Orders, Quotations, Process
  Recipes for Phase 1; more in Phase 2)
- res.company.x_fc_default_landing_action_id (admin sets fallback)
- res.users.x_fc_plating_landing_action_id (per-user override)
- ir.actions.server action_fp_resolve_plating_landing — picks
  user → company → Sale Orders fallback at click time
- menu_fp_root rewired to call the resolver
- User profile + Settings tabs surface the dropdowns

Configurator's earlier menu_fp_root override (action_fp_sale_orders
direct) removed — core's resolver now owns the routing.

Versions bumped: fusion_plating 19.0.11.0.0, configurator
19.0.17.16.0, plus 7 dependent modules patched.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 22:33:37 -04:00
gsinghpal
cfe776be4c chore: session housekeeping — tank UX, plating menu defaults, WO label
- fusion_plating: tank field labels (Code → Tank Number, Tank → Tank Name)
  + state-control header buttons (Mark Empty/Filled/In Use/Draining/
  Maintenance/Out of Service) with chatter audit logging.
- fusion_plating_configurator: Plating app default landing screen = Sale
  Orders, while keeping menu name as 'Plating'.
- fusion_plating_jobs: SO smart-button label 'Plating Jobs' → 'WO'.

Already deployed and verified on entech earlier in the session.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 20:27:35 -04:00
gsinghpal
f08f328688 changes 2026-04-27 00:11:18 -04:00
gsinghpal
d9f58b9851 changes 2026-04-26 15:05:17 -04:00
gsinghpal
41d0908ade changes 2026-04-24 21:04:38 -04:00
gsinghpal
8142bd229a feat(configurator): "PO Pending" escape hatch for customers who send PO later
Customer feedback: some customers don't send their PO with the
initial order — they send it days or weeks later. The system was
blocking SO confirmation without a PO, which forced the shop to
either wait on paperwork or ask a manager for a formal override.

New estimator-level path: a "PO Pending" boolean on sale.order +
an optional "PO Expected By" date.

  * Confirm without a PO# / PO document when PO Pending is ticked.
  * action_confirm skips the hard error if po_pending OR po_override
    is set (keeps the existing manager-override path too).
  * On confirm with PO Pending, the system schedules a chase
    activity for po_expected_date (or +3 days if blank), assigned
    via mail.activity so it shows up in the sales user's activity
    list. Chatter note logged so audit is obvious.
  * Direct-order wizard: po_number and po_attachment_file become
    optional. Ticking "PO Pending" in the wizard is the trade-in;
    a help note under the toggle explains the chase behaviour.
  * Once the PO arrives, user fills in the PO# / uploads the doc,
    and turns PO Pending off — existing downstream flow resumes.

Difference from x_fc_po_override (kept):
  * PO Override = manager waiver, permanent ("handshake deal").
  * PO Pending = estimator flag, time-boxed ("customer will send it
    by Friday").

fusion_plating_configurator → 19.0.14.0.0
fusion_plating_invoicing    → 19.0.3.0.0

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-23 10:08:00 -04:00
gsinghpal
2d3ee03f86 fix(configurator): widen direct-order wizard via Odoo's dialog_size context
Second attempt at widening the wizard modal after the :has() CSS
approach broke layout. This time using Odoo's built-in
dialog_size mechanism — just drop 'dialog_size': 'extra-large'
into the action's context and Odoo applies its own modal-xl
class, sized for wide content. About 30% wider than the default,
which gives the 10+ line columns breathing room without any
custom CSS.

fusion_plating_configurator → 19.0.13.6.0

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-23 10:01:00 -04:00
gsinghpal
d9526dc050 revert: drop fp_direct_order_wizard.scss — :has() approach broke the modal
Reverting the previous wizard-width attempt. The
`.modal-dialog:has(.o_fp_direct_order_wizard)` selector combined
with the fixed width override produced broken layout (modal no
longer rendering correctly).

Better path for widening this wizard is still TBD — the built-in
maximize icon in the modal header already lets users go full-
screen as a workaround until a safe width override lands.

fusion_plating_configurator → 19.0.13.5.0

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-23 09:58:56 -04:00
gsinghpal
470c44ee5d fix(configurator): widen direct-order wizard modal so line columns breathe
User complaint: the direct-order wizard's line table was crammed —
"Primary Treatment" showed as "Primary T..." and "Serial Number"
as "Serial Nu..." at the default Odoo modal width (~992px).

Added a dedicated stylesheet that targets the wizard via a new
o_fp_direct_order_wizard class on the form element. The modal
dialog containing the wizard now opens at min(1600px, 95vw) —
wide enough for the 10+ columns (Part, Primary Treatment, Process,
Thickness, Serial Number, Qty, Unit Price, Subtotal, Part Deadline,
WO Group) to fit without truncation on typical desktop displays,
while still adapting to narrower screens.

Also nudged per-cell horizontal padding from Bootstrap's default
to 10px left/right so the columns have a bit more breathing room
inside the wider table.

fusion_plating_configurator → 19.0.13.4.0

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-23 09:56:33 -04:00
gsinghpal
488b0655a7 fix(configurator): wizard gap between "Add From" buttons + force view reload
Two small fixes on the direct-order wizard:

1. User reported the Process column from the previous commit didn't
   appear on the line list. Root cause: module view definitions
   only reload on -u, not on systemctl restart. The earlier ship
   bumped the version + ran -u, but the Process column inside the
   list view required a fresh view load. Re-running -u now resolves
   it (no code change needed for that field).

2. The "+ Add From Prior SO" and "+ Add From Quotes" buttons were
   rendering edge-to-edge because their container div used the
   default Bootstrap flow (margin-right: 0). Swapped the wrapping
   div class from `mb-2` to `mb-2 d-flex gap-2` so Bootstrap lays
   the two buttons side-by-side with a consistent 0.5rem gap.

fusion_plating_configurator → 19.0.13.3.0

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-23 09:25:56 -04:00
gsinghpal
381a750902 feat(configurator): direct-order line shows effective Process alongside Treatment
User asked why the direct-order wizard only showed "Primary
Treatment" and not Process — aren't they the same? They're not,
but the distinction was invisible on the order line until now.

Mental model (preserved here to keep future decisions aligned with
the user's question):

  * Primary Treatment (fp.coating.config) = "WHAT coating" (process
    type, thickness range, spec reference — the contractual
    deliverable).
  * Process (fusion.plating.process.node tree) = "HOW we make it"
    (the floor-level sequence of operations and steps that WO
    generation turns into work).

  Each coating carries a default process (recipe_id). Parts can
  override that via the Process Composer, storing a part-scoped
  clone (default_process_id on fp.part.catalog). Resolution:
  part's composed process wins; coating default is the fallback.

Added a computed read-only `effective_process_id` field on
fp.direct.order.line that displays exactly what process will drive
WO generation for the line, plus a one-line `effective_process_source`
showing whether it came from the part ("customised") or the
coating ("default"). Both surfaced on the wizard list and form so
the estimator can verify before confirming the order.

No behaviour change — this is pure visibility. WO generation still
uses the same resolution chain it did before.

fusion_plating_configurator → 19.0.13.2.0

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-23 09:20:40 -04:00
gsinghpal
625f6560f1 feat(plating): split templates vs part-scoped processes + Process smart button
Two user-reported gaps:

1. The Process Recipes list was about to be flooded by part-scoped
   clones as soon as parts started carrying customised processes —
   thousands of clones would bury the handful of real shared
   templates (General Processing, Anodize, etc.).

   Fix: the main Process Recipes action now narrows to
   part_catalog_id = False so shared templates stay alone in that
   view. A sibling menu "Part Processes" (Plating → Operations →
   Part Processes) shows the inverse list — every part-cloned
   process, grouped by part — so admins can audit clones without
   cluttering the templates list.

   Search view gains two toggle filters (Shared Templates /
   Part-Scoped) and a "Group by Part" option. The node list gains
   an optional "Part" column.

   Split across modules: core owns the base search / tree / action
   (unchanged); configurator owns all the part_catalog_id-dependent
   pieces (filter extensions, list column, narrower domain,
   "Part Processes" action + menu). Keeps the dependency direction
   clean — configurator always depends on core, never the other way.

2. Added a "Process" smart button to the part form's button box.
   Shows either a green check (composed) or "None" (not yet
   composed) and opens the part-scoped Composer on click. Gives
   users one-tap access from any part form without hunting through
   the Process tab.

fusion_plating → 19.0.8.0.0
fusion_plating_configurator → 19.0.13.1.0

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-23 08:45:24 -04:00
gsinghpal
acb406950f feat(configurator): part-scoped process name shows part id + revision
User feedback: the Process tab on fp.part.catalog was displaying a
bare template name ("General Processing"), making it impossible to
tell at a glance that the clone belonged to this specific part.

Root clone now inherits the template name with a part-identifier
suffix appended:
  "General Processing — 1234567 Rev 2"

Only the ROOT gets the suffix — child nodes keep their clean source
names so the tree-editor canvas doesn't get cluttered.

Suffix logic avoids doubling "Rev": if part.revision is already
prefixed with "Rev " (e.g. "Rev 2"), we don't prepend another one.

Post-upgrade hook backfills existing part-cloned roots that
pre-date this change so users see the new format without having
to re-compose (which would otherwise wipe their customisations).

fusion_plating_configurator → 19.0.13.0.0

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-23 08:33:07 -04:00
gsinghpal
c76bbd85eb fix(plating): Process Composer/Editor breadcrumb accumulation
Two separate issues were stacking up on the breadcrumb trail:

1. The composer was launching the tree editor with the name
   "Process Composer — …" — identical to its own label. The
   breadcrumb trail ended up showing "Process Composer / Process
   Composer" because both pages claimed the same name. Renamed the
   tree-editor instance to "Process Editor — …" so the two pages
   read distinctly.

2. Every "Back to part" click pushed a new entry onto the
   breadcrumb stack instead of resetting. After one round-trip the
   trail looked like "… / Composer / Editor / Part"; after two it
   was "… / Composer / Editor / Part / Composer / Editor / Part".
   Added clearBreadcrumbs: true to both back paths (composer's
   backToPart and tree-editor's onBackToList) so a RETURN action
   actually resets the stack.

fusion_plating → 19.0.6.2.0
fusion_plating_configurator → 19.0.12.4.0

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-23 07:48:38 -04:00
gsinghpal
33e35fd213 fix(configurator): centre Process Editor button icon + make icon white
- Icon + label now share an inline-flex row with align-items: center,
  so both sit on the button's vertical midline regardless of line-
  height inheritance.
- Dedicated gap (10px) replaces the me-2 utility so the _hint block's
  .fa { margin-bottom: 16px } can't bleed in and push the icon off.
- Icon colour forced to #ffffff to match the button's white label —
  contrast against btn-primary green is now clean.

fusion_plating_configurator → 19.0.12.3.0

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-23 07:41:24 -04:00
gsinghpal
18f45d50f5 fix(configurator): Process Composer tree-editor button polish
- Icon: fa-edit → fa-sitemap (pencil suggests inline editing; the
  button actually navigates to a separate tree editor — sitemap
  matches the intent).
- Icon spacing: swap the fragile leading-space-in-span for the
  Bootstrap me-2 utility so the icon-to-text gap is consistent.
- Label: "Open Tree Editor" → "Open Process Editor" to match the
  page title ("Process Composer") and the menu vocabulary the rest
  of the product uses.

fusion_plating_configurator → 19.0.12.2.0

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-23 07:37:35 -04:00
gsinghpal
d0eefe6392 fix(configurator): Process Composer dark-mode palette (Sub 3 follow-up)
Process Composer was rendering a white card background on dark-mode
tenants because the SCSS relied on var(--bs-body-bg, #ffffff) — the
Bootstrap CSS variable doesn't flip reliably in Odoo 19's backend,
and the hardcoded fallback kicked in.

Rewrote with the shopfloor token pattern from CLAUDE.md: branch on
$o-webclient-color-scheme == dark at compile time, expose via CSS
custom properties (--fp-composer-card / -border / -panel / -text /
-muted), drop every --bs-* fallback for layout colours.

Cleared the ir_attachment asset cache on entech so both the backend
and web_dark bundles recompile cleanly.

fusion_plating_configurator → 19.0.12.1.0

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-23 07:35:11 -04:00
gsinghpal
25c3f6f8d1 feat(plating): Sub 5 — order-line fields (serial, job#, thickness, revision)
Four new fields on every sale.order.line, propagated through to MO,
Delivery, and Invoice for end-to-end traceability:

- fp.serial registry (new model in configurator) with smart-button
  traceability to Sale Order, MO, Delivery, Invoice, Part. M2O on SO
  line; optional; user types a customer serial or clicks Generate
  Serial for a sequence-backed one. Reverse O2M links split across
  configurator (invoice) / bridge_mrp (MO) / logistics (delivery) so
  module load order is respected.
- x_fc_job_number on SO line, auto-sequenced FP-JOB-NNNNN on SO
  confirm. Editable — shops can override for customer/legacy schemes.
- fp.coating.thickness (new child of fp.coating.config) with per-
  config discrete thickness options; x_fc_thickness_id on SO line
  domain-filtered to the line's coating. Auto-clears when coating
  changes.
- x_fc_revision_snapshot Char on SO line, frozen from
  x_fc_part_catalog_id.revision at save. Protects historical SOs from
  later catalog edits. Secondary "Revision" picker on the tree view
  lets users switch between prior revisions of the same part number;
  the Part M2O still surfaces only is_latest_revision rows.

Reports (CoC, packing slip, invoice, BoL) pick up all four via the
Sub 2 customer_line_header macro — one macro edit, four reports.

Smoke on entech: 11 assertions pass including revision snapshot,
generate-serial button, typed-serial create-on-fly, coating→thickness
domain reset, SO confirm auto job#, and MO traceability carry.

Module version bumps:
  fusion_plating_configurator  → 19.0.12.0.0
  fusion_plating_bridge_mrp    → 19.0.11.0.0
  fusion_plating_logistics     → 19.0.2.0.0 (+depends configurator)
  fusion_plating_reports       → 19.0.5.1.0

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-22 23:04:44 -04:00
gsinghpal
3de37ea735 feat(configurator): Sub 3 Phase B — part-scoped Process Composer client action + part form Compose button
- Add fp_part_composer_controller with 3 JSON-RPC endpoints:
  /fp/part/composer/state, /fp/part/composer/templates,
  /fp/part/composer/load_template (deep-clones a shared template
  into a part-owned tree inside a cr.savepoint, sets
  fp.part.catalog.default_process_id atomically)
- _clone_subtree copies name/sequence/opt_in_out/treatment_uom plus
  description/notes/icon/color/timing/behaviour/work_center/process_type
  and stamps part_catalog_id + cloned_from_id on every node
- Add fp_part_process_composer OWL client action (JS + XML + SCSS):
  picks template from dropdown, clones, hands off to existing
  fp_recipe_tree_editor via context={recipe_id, part_id}
- Add Process tab on part form with readonly default_process_id
  field and Compose button calling action_open_part_composer
- Register new assets in web.assets_backend, bump configurator
  version to 19.0.11.0.0
2026-04-22 09:02:03 -04:00
gsinghpal
7d5c826f3e fix(plating): Sub 3 \u2014 move part_catalog_id/cloned_from_id/treatment_uom to configurator inherit (core can't reference fp.part.catalog) 2026-04-22 08:52:10 -04:00
gsinghpal
b1a8849e70 chore(plating): Sub 3 version bumps + flip General Processing seed to noupdate=1 (Tasks 4+5) 2026-04-22 08:50:19 -04:00
gsinghpal
dd7c408df3 feat(configurator): Sub 3 — fp.part.catalog gains default_process_id + action_open_part_composer (Task 2) 2026-04-22 08:47:01 -04:00
gsinghpal
733236f987 feat(configurator): Sub 1 — direct-order wizard stops auto-confirm + auto-email
The wizard was calling so.action_confirm() immediately after creating the
sale order, which flipped it from draft to sale state and triggered the
fusion_plating_notifications hook that auto-emails the customer.

Client wants a review step: keep the SO in quotation (draft) so the
user can adjust before the customer sees anything. They manually click
Send (to email the quotation) or Confirm (to convert to sale order,
which intentionally fires the confirmation email).

Changes:
 - Remove so.action_confirm() call in action_create_order
 - Update docstring + inline comment to reflect manual-confirm flow
 - Update the chatter message on the created SO

CLAUDE.md updated to mark Sub 1 + Sub 2 as Shipped.

Verified:
 - Static check: wizard.action_create_order contains no action_confirm
 - Dynamic check: SO created programmatically stays in draft
 - Manual action_confirm() flow still works as designed

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-21 23:43:01 -04:00
gsinghpal
afd8bae514 fix(configurator): programmatic SO-line create fallback for x_fc_internal_description
When Sub 2 Task 26 flipped x_fc_internal_description to required=True,
any programmatic sale.order.line creation that doesn't set the field
fails at the Postgres NOT NULL constraint. Callers include:
 - sale_mrp stock-move line creation (doesn't set name either)
 - demo seeders
 - external integrations
 - test scripts

The UI-side onchange populates the field when the user picks a
description template; this hook mirrors that for programmatic callers.
Fallback chain: explicit vals['x_fc_internal_description'] → vals['name']
→ product_id.display_name → '—'. Matches the migration's backfill rule.

Also adds Sub 2 end-to-end smoke test (6 cases, all green):
 1. Required-field rejection on part creation
 2. Required-field rejection on template creation
 3. Template picker populates both SO-line descriptions
 4. Cert resolver: part-level override wins over partner
 5. display_name renders part_number + revision + name
 6. certificate_requirement defaults to 'inherit'

QC Phase 1-3 regression suite remains green after the fix.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-21 23:34:32 -04:00
gsinghpal
1eac630d87 feat(configurator): drop legacy description column after dual-field migration (Sub 2 Task 27)
Removes the `description` field from `fp.sale.description.template` now
that all readers (reports, wizard, sale line) consume the new
`internal_description` + `customer_facing_description` pair.

- Model: drop `description = fields.Text(...)` declaration
- Migration 19.0.9.0.0 Step 6: `ALTER TABLE ... DROP COLUMN IF EXISTS description`
- Template form/search views: swap `description` for the two new fields
- Seed data: write new fields instead of legacy column (dupes old text into both)
- Direct-order wizard: remove `tpl.description` fallback in both onchange handlers

Entech column dropped via Odoo's auto-schema-sync during module upgrade
(migration step is for fresh installs).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-21 23:27:22 -04:00
gsinghpal
e3dcc1c381 feat(configurator): flip sale.order.line.x_fc_internal_description to required (Sub 2 Task 26) 2026-04-21 23:22:02 -04:00
gsinghpal
6bbba93963 feat(configurator): flip dual-descriptions to required on template (Sub 2 Task 25) 2026-04-21 23:21:53 -04:00
gsinghpal
a66794084f feat(configurator): flip part_number + revision to required, name optional (Sub 2 Task 24) 2026-04-21 23:21:39 -04:00
gsinghpal
ea2cfc37c3 feat(reports+configurator): invoice PDF uses macro; x_fc_part_catalog_id on account.move.line (Sub 2 Task 19)
Invoice PDF (portrait + landscape) now collapses SKU + Description into
a single Part column rendered via fusion_plating_reports.customer_line_header,
so customer-facing invoices print the customer's part number (with
revision) instead of the internal service SKU.

To feed the macro on invoice lines, add x_fc_part_catalog_id to
account.move.line and override sale.order.line._prepare_invoice_line so
the part reference propagates automatically when an SO is invoiced.
2026-04-21 22:59:40 -04:00
gsinghpal
dcd5d2a1ec feat(configurator): direct-order wizard dual-description inputs + onchange (Sub 2 Task 16)
Adds an `internal_description` text field to the direct-order wizard
line so the shop-floor copy is captured at order entry alongside the
customer-facing text. Picking a template now fires both sides of the
onchange: `line_description` gets `customer_facing_description` (with
fallback to the legacy `description` field for backward compat) and
`internal_description` gets the template's internal text. The
auto-suggest onchange was refactored around a tiny `_apply` helper so
all three fallback paths populate both fields consistently.

The template picker is surfaced as an optional column on the wizard
list (hidden until a part is chosen, domain-scoped to that part) and
as a dedicated labeled row in the per-line form. The internal text
field is also surfaced in the form under "Line Description" so the
estimator can review / edit it before confirm. On create_order, both
`x_fc_description_template_id` and `x_fc_internal_description` are
written through to the generated sale.order.line so the audit trail
and WO printout stay linked.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-21 22:51:53 -04:00
gsinghpal
a659eba8f5 feat(configurator): SO-line template picker + dual descriptions + onchange (Sub 2 Task 15)
Surfaces the per-part description template on the SO line list alongside
a hidden-by-default internal description column. Picking a template
fires an onchange that copies `customer_facing_description` into Odoo's
standard `name` (customer-visible) and `internal_description` into
x_fc_internal_description (shop-floor / WO only). Estimator can edit
either field after the template is applied.

The template picker's domain filters by the line's part, and the field
stays hidden until a part is chosen — avoids showing every global
template when the line is blank.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-21 22:49:49 -04:00
gsinghpal
d1c855698a feat(configurator): two-column dual-description repeater on part form (Sub 2 Task 14) 2026-04-21 22:47:05 -04:00
gsinghpal
afee8d5ee8 feat(configurator): cert requirement + SKU relabel on part form (Sub 2 Task 13) 2026-04-21 22:46:10 -04:00
gsinghpal
cf6faf4cdf fix(configurator): strip legacy 'Rev ' prefix in display_name to avoid 'Rev Rev N' 2026-04-21 20:19:14 -04:00
gsinghpal
b89737f3c9 feat(configurator): display_name compute for fp.part.catalog (Sub 2 Task 8) 2026-04-21 20:18:33 -04:00
gsinghpal
b3405a21eb feat(configurator): Sub 2 data migration — backfill part_number/revision, split descriptions (Task 5) 2026-04-21 20:15:12 -04:00
gsinghpal
93b2b2e0cf chore(configurator): bump version to 19.0.9.0.0 for Sub 2 (Task 4) 2026-04-21 20:15:10 -04:00
gsinghpal
77d5b91327 feat(configurator): add dual descriptions to sale.order.line (Sub 2 Task 3) 2026-04-21 20:13:17 -04:00
gsinghpal
c574689664 feat(configurator): add internal + customer-facing description fields (Sub 2 Task 2) 2026-04-21 20:13:05 -04:00
gsinghpal
868b418333 feat(configurator): add certificate_requirement field to fp.part.catalog (Sub 2 Task 1) 2026-04-21 20:12:52 -04:00
gsinghpal
54e56ed0e6 changes 2026-04-20 01:16:12 -04:00
gsinghpal
bee5ba4d3f fix(plating): UAT-caught UX annoyances + lurking bugs
Five fixes from the end-to-end UAT debrief:

1. Menu discoverability (HIGH)
   Added a prominent "+ New Direct Order" button in the Sale Orders
   list header toolbar (class=btn-primary, display=always). The
   existing menuitem at Plating > Sales > New Direct Order was
   buried in a submenu that didn't always expand; the toolbar
   button is a guaranteed entry point from the most common screen.

2. Escape/X destroys wizard state (HIGH)
   Added a prominent info banner at the top of the wizard form:
   "Changes are not saved until you click Create & Confirm Order.
   Closing this window (Esc or X) discards your entries." The
   Cancel button now has confirm="Discard this order? All header
   data and line items will be lost." so the intentional-cancel
   path also prompts.

3. Shell/cron crash in _fp_auto_create_mo (MEDIUM)
   bridge_mrp/models/sale_order.py:232-264 used _() inside list
   comprehensions to format the internal chatter summary of newly
   created / adopted MOs. _() resolves language from env.context,
   which is empty in odoo-shell and cron contexts — triggering a
   translate.get_text_alias crash AFTER the MOs had been created.
   These strings are internal audit log text, not user-facing UI;
   dropped the _() wrappers so the message builds safely from any
   context. Same for the per-group error-message on savepoint
   rollback.

4. Misleading "100%" margin (MEDIUM)
   x_fc_margin_percent displayed 100% on every SO because the cost
   rollup from fp.coating.config.unit_cost isn't populated yet.
   Added x_fc_margin_available Boolean (True only when at least
   one line's coating has a non-zero unit_cost). The SO Plating
   tab now hides the margin numbers when margin_available=False
   and shows an inline muted note: "Margin n/a — coating cost
   rollup not yet populated on any line's treatment."

5. Account Hold banner too loud (LOW)
   fusion_plating_invoicing was injecting a full-height danger
   alert above every SO header. Slimmed it to a one-line compact
   alert with icon: "Account Hold — SO confirmation, invoicing
   and shipping are blocked for non-managers." Half the vertical
   footprint, less visual competition with the Plating chip bar.

Verified via UAT on S00071.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-20 01:03:26 -04:00
gsinghpal
c8ca37099b refactor(reports): move SO Acknowledgement into fusion_plating_reports with house style
D7 template was originally in fusion_plating_configurator with a
Bootstrap-only look-and-feel that didn't match the other Fusion
Plating reports. Re-styled and relocated:

- Moved to fusion_plating_reports/report/report_fp_so_acknowledgement.xml
  alongside sale / work-order / job-traveller / invoice templates.
- Uses fp_portrait_styles (company primary colour for headers, .bordered
  tables, .info-header row, .totals-table, .highlight-box, .sig-box /
  .sig-line / .small-muted).
- Layout now mirrors report_fp_sale.xml: Billing / Shipping address
  pair, references row (Customer PO / Customer Job / Order Date /
  Salesperson), scheduling row (Planned Start / Internal / Customer
  Deadline / Ship Via), blanket-order callout, order line table
  (PART / DESCRIPTION / TREATMENT / QTY / UNIT PRICE / SUBTOTAL),
  totals table with subtotal / taxes / grand total, and a two-column
  signature block.

fusion_plating_configurator no longer ships report/ files — it
depends on fusion_plating_reports transitively via installed modules
order. Report XML ID changed from
'fusion_plating_configurator.report_fp_so_acknowledgement_doc' to
'fusion_plating_reports.report_fp_so_acknowledgement_doc'.

UAT on S00066: PDF renders cleanly with ENTECH branding, contact
footer, subtotal \$3,025 / taxes \$393.25 / grand total \$3,418.25,
signature lines — visually identical to the Quotation/Sales Order
report.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-20 00:10:33 -04:00
gsinghpal
d36933d7f4 fix(configurator): wrap t-field widgets in <span> inside table cells
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Acknowledgement PDF rendering failed with "QWeb widgets do not work
correctly on 'td' elements" — Odoo's qweb compiler rejects
t-field/t-options directly on <td>. Wrap the monetary / qty widgets
in an inner <span> for every cell that uses them (body rows + footer
total).

Caught during browser UAT on S00066 — shell _render_qweb_pdf smoke
test passed earlier because it bypasses the full compile path, but
the production /report/pdf/ endpoint fails the assertion.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-19 23:59:02 -04:00
gsinghpal
111792599c fix(configurator): margin % stored as fraction so widget='percentage' formats right
Phase D8 compute was returning x_fc_margin_percent already-multiplied
by 100, but the 'percentage' widget in the SO form multiplies again
for display. Result was 10000% instead of 100%.

Store as 0.0-1.0 fraction; widget handles the multiplier. Caught
during UAT on S00066.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-19 23:49:00 -04:00