Commit Graph

467 Commits

Author SHA1 Message Date
gsinghpal
94eb7ef415 feat(configurator): Phase E — SO list view uplift
E1/E2/E3/E4: list view gets new togglable columns for
- x_fc_wo_completion (e.g. '3/5'): count of completed vs total WOs
- x_fc_invoiced_amount (Monetary): sum of posted customer invoices
  minus credit notes
- x_fc_margin_amount + x_fc_margin_percent: reuses Phase D8 computes
- x_fc_is_blanket_order toggle

New sale.order.search view (sale.order.search.fp) with preset
filters: My Orders / Open / Confirmed / Done / Blanket / Has Rush /
Overdue, plus group-bys for Customer / Status / Customer Deadline.

Bumped to 19.0.7.1.0.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-19 21:18:52 -04:00
gsinghpal
3f807d0152 chore(configurator): bump to 19.0.7.0.0 — Phase D first pass landed
Phase D scope landed so far:
- D1 deadline countdown
- D4 internal/external notes split
- D8 margin amount + percent
- D12 contact phone on SO header
- D13 ship via Char
- D3 active WOs stat button

Deferred to later Phase D pass:
- D2 BOM Items grouped list (overlaps with order_line)
- D5 archive line (native Odoo, just needs UI exposure)
- D6 Add Quoted Lines sub-wizard
- D7 SO Acknowledgement PDF report
- D9 Quick-nav link bar
- D10 SO/WO perspective toggle
- D11 Assemblies section (hierarchical BOM)
- D14 Uploaded Files surface (native Odoo attachments)

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-19 21:13:40 -04:00
gsinghpal
842efd828c feat(configurator): Phase D batch 2 — active WOs stat button on SO form
D3 first half: x_fc_workorder_count computes live count of active MRP
work orders linked to this SO (via mo.origin = so.name). Adds a
'Active WOs' smart button next to the existing PO / RFQ buttons on
the sale.order form. Clicking opens a filtered mrp.workorder list
grouped by MO.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-19 21:12:34 -04:00
gsinghpal
2476961f50 feat(configurator): Phase D batch 1 — countdown, notes split, margin, contact
Phase D first landing covers the quick-win Steelhead-parity fields on
the SO form / list:

- D1: x_fc_deadline_countdown ("in 2d 3h", "overdue 1d 4h") computed
  from commitment_date. Surfaced in SO form scheduling group and as
  togglable column on the SO list.
- D4: x_fc_internal_note + x_fc_external_note split (html). Existing
  'note' field is left untouched for back-compat. External note is
  intended for the SO acknowledgement + portal; internal note is
  shop-floor only.
- D8: x_fc_margin_amount + x_fc_margin_percent, currently computed
  against fp.coating.config.unit_cost if defined (else 0 -> 100%
  margin). When cost rollup lands on fp.coating.config, margin will
  reflect reality automatically.
- D12: x_fc_contact_phone related to partner.phone (readonly) on SO
  header.
- D13: x_fc_ship_via Char on SO header (carrier name).

Smoke: S00066 shows 'in 9d 22h' countdown + \$3025 margin; S00069
shows 'in 24d 22h' + \$750. Contact phone pulls from partner.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-19 21:11:18 -04:00
gsinghpal
6b4b0c9eb7 chore(configurator): bump to 19.0.6.2.0 — Phase C direct order polish
Phase C complete on odoo-entech. Smoke-tested S00069:
- C1 x_fc_start_at_node_id = Ready for De-Masking (resume-rework)
- C2 x_fc_part_wo_description = internal rework note
- C5 x_fc_is_one_off = False
- C3 x_fc_quote_id slot wired (no quote picked in this smoke)
- C4 push-to-defaults wrote EN High-Phos back onto part catalog

Phase D (SO detail view), Phase E (SO list view), and Phase F
(Quotes list) are independent tracks — outlined in the plan doc.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-19 21:09:00 -04:00
gsinghpal
31bd8d1e56 feat(configurator): C3 — link direct-order line to a prior quote
Adds quote_id (Many2one fp.quote.configurator) on the wizard line
with a domain scoped to the wizard's customer + quote states (sent /
accepted / won). Onchange auto-fills part, coating, and unit price
(final = estimator_override_price or calculated_price, per-part).

Mirrors x_fc_quote_id on sale.order.line for the audit trail. Surfaced
as a togglable column on the SO line tree and under "Qty & Price" on
the wizard line drill-in form.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-19 21:07:48 -04:00
gsinghpal
d437d1d959 feat(configurator): C4 — push coating + treatments back to part catalog defaults
Adds x_fc_default_coating_config_id and x_fc_default_treatment_ids
fields on fp.part.catalog. Wizard line gets a push_to_defaults
toggle. After action_create_order confirms the SO, any line with
push_to_defaults=True writes its coating + treatments back onto the
part catalog entry as the new defaults.

Reverse direction too: onchange on part_catalog_id in the wizard
line seeds coating + treatments from the part's defaults (if set and
the line doesn't already have them).

Part catalog form gets a new "Defaults" tab showing the stored
defaults. Smoke-tested: pushing default on order 1 populates the
catalog entry; new wizard line for that part auto-seeds the coating.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-19 21:04:30 -04:00
gsinghpal
43a26b6849 feat(configurator): Phase C polish — to-node picker, WO description, one-off flag
C1: start_at_node_id per wizard line, mirrors to x_fc_start_at_node_id
on sale.order.line. Domain filters to nodes descending from the
coating_config's recipe so the estimator only picks valid resume
points. bridge_mrp will use this in a follow-up to skip ancestor
steps in the generated work order.

C2: part_wo_description (separate from customer-facing line_description)
lets the planner add internal-only notes that appear on the travelling
sheet only. Mirrors to x_fc_part_wo_description on sale.order.line.

C5: is_one_off flag for prototype / non-catalog parts. Mirrors to
x_fc_is_one_off. Actual skip-catalog behaviour will be wired in a
later pass.

All three fields appear in the wizard line drill-in form (under a new
"Work Order (internal)" group) and as togglable columns on the
sale.order.line tree.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-19 21:01:25 -04:00
gsinghpal
059276886d chore(configurator): bump to 19.0.6.1.0 — Phase B direct order wizard
Phase B complete on odoo-entech:
- B1/B2: Blanket + Block Partial flags on wizard header + sale.order
- B3: x_fc_wo_group_tag per SO line (bridge_mrp will use this to
  batch MOs in a follow-up)
- B4: 'Add From Prior SO' sub-wizard for repeat orders
- B5: Per-line is_missing_info compute + amber row decoration
- B6: Rush already on line (added in Phase A)

Smoke-tested: wizard accepts 4 lines (1 with missing price, 3 WO-tagged
across 2 groups), banner shows correctly, missing row highlighted in
amber, after fix SO creates cleanly with all flags + tags persisted.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-19 20:50:49 -04:00
gsinghpal
9642a07306 feat(configurator): 'Add From Prior SO' sub-wizard for repeat orders
Task B4. New fp.add.from.so.wizard transient model: given the current
direct-order wizard + customer, lists the customer's prior confirmed
sale orders, lets the estimator tick source lines, and clones them
into fp.direct.order.line rows (part, coating, treatments, qty,
price, deadline, rush, WO group, description).

Button "+ Add From Prior SO" lives on the Lines tab of the main
wizard, visible once the customer is picked. Sub-wizard rejects
source lines that predate the new plating fields (no x_fc_part_catalog_id).

Smoke-tested on odoo-entech: copying all 3 lines of S00066 onto a
fresh wizard reproduces part/coating/qty/price correctly.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-19 20:48:52 -04:00
gsinghpal
f55022c3d6 feat(configurator): blanket/block-partial flags + WO group + per-line missing indicator
Phase B partial landing (B1, B2, B3, B5):

- B1/B2: x_fc_is_blanket_order and x_fc_block_partial_shipments on
  sale.order; matching booleans on the wizard header.
- B3: x_fc_wo_group_tag Char on sale.order.line and wo_group_tag on
  wizard line. Free-text tag; bridge_mrp will batch lines sharing a
  tag into one MO in a follow-up.
- B5: is_missing_info computed Boolean on fp.direct.order.line;
  tree uses decoration-warning to highlight incomplete rows in amber.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-19 20:45:27 -04:00
gsinghpal
f0c3661277 chore(configurator): bump to 19.0.6.0.0 for multi-line direct order wizard
Task A8. Closes Phase A of the direct-order rewrite.

Smoke-tested on odoo-entech: wizard accepts 3 lines (qty 65, total
\$3,025 + tax -> \$3,418.25), creates SO S00066 in state=sale with all
header fields (customer job #, three deadlines, bill/ship addresses)
and per-line fields (part, coating, qty, price) populated correctly.

Phase A complete. Phase B (blanket flag, block partial, WO grouping,
add-from-SO, missing-info banner polish) and Phase C (to-node picker,
quote link, push-defaults) outlined in the plan doc; Phases D/E/F
(SO detail, SO list, quotes list) are separate tracks.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-19 20:40:44 -04:00
gsinghpal
6fa4140d11 feat(configurator): surface new direct-order fields on sale order form + list
Task A7. SO form Plating tab gets a new "Customer Reference /
Scheduling" block showing customer_job_number, planned_start_date,
internal_deadline, commitment_date (as Customer Deadline). Order line
tree in SO form now shows per-line part / coating / treatments /
deadline / rush. SO list view exposes customer job # and both
deadlines as togglable columns.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-19 20:38:39 -04:00
gsinghpal
e34c1bcc8d refactor(configurator): multi-line direct order wizard with notebook form
Tasks A3 + A6. Wizard rewritten as header + lines architecture:

- Header carries customer/addresses/PO/deadlines/invoicing/notes.
- One SO line created per fp.direct.order.line, carrying part,
  coating, treatments M2M, qty, price, per-line deadline, rush flag,
  and description.
- action_create_order loops wizard lines, invokes revision-bump
  helper, and builds order_line tuples with x_fc_* fields.
- Form view uses notebook (Lines tab with editable tree + drill-in
  form, Notes tab), amber missing-info banner at top, running totals
  at bottom. Customer deadline maps to Odoo commitment_date on SO.

Single-line fields and their computes/onchanges removed from wizard;
moved to fp.direct.order.line in task A4.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-19 20:37:11 -04:00
gsinghpal
95db3aff0f feat(configurator): x_fc_* fields on sale.order + new sale.order.line extensions
Task A5. Adds customer_job_number, planned_start_date, and
internal_deadline on sale.order. Customer deadline maps to Odoo's
native commitment_date. Creates sale_order_line.py with per-line
plating fields: part_catalog_id, coating_config_id, treatment_ids
M2M, part_deadline, rush_order.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-19 20:33:50 -04:00
gsinghpal
9423a93961 feat(configurator): fill per-line logic (price lookup, desc template, rev bump)
Task A4. Expands fp.direct.order.line with: part related fields,
optional new-revision block, additional treatment M2M, per-line
deadline + rush flag, description template + free-text, onchange
auto-price-lookup from customer price list, onchange template
suggestion (part > customer > coating), and _get_or_bump_revision
helper that will be called by the SO-creation loop.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-19 20:32:34 -04:00
gsinghpal
057157587d feat(configurator): add header fields + line O2M to direct order wizard
Task A2 of the direct-order-wizard rewrite. Adds SO-header fields for
customer job #, three deadlines (planned start / internal / customer),
bill-to / ship-to address pickers, the line_ids O2M linking to
fp.direct.order.line, computed order totals, and a missing-info
warning banner. Partner onchange now also seeds default addresses.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-19 20:31:14 -04:00
gsinghpal
b4558a223c feat(configurator): stub fp.direct.order.line model for multi-line direct order wizard
Task A1 of the direct-order-wizard rewrite. Adds the transient line
model that will hold per-part detail (part, coating, qty, price) when
the wizard moves from single-line to header+lines architecture.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-19 20:29:52 -04:00
gsinghpal
7a53012f09 Merge Phase 3: AI-augmented asset management
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50 tasks shipped on fusion_accounting/phase-3-assets:
- fusion.asset.engine (7-method API: compute_schedule, post, dispose, partial_sale, pause, resume, reverse)
- 3 depreciation methods (straight-line, declining-balance, units-of-production)
- 6 persisted models + materialized view for portfolio queries
- AI: anomaly detection + LLM-suggested useful life with templated fallback
- 8 JSON-RPC controller endpoints + reactive frontend service
- 6 OWL components + SCSS tokens + dark mode
- 4 wizards (creation w/ AI suggest, disposal, partial sale, depreciation run)
- Migration wizard backfill from account.asset (verified live: 2 records, idempotent)
- Audit PDF report
- 2 cron jobs (daily depreciation post + monthly anomaly scan)
- 5 AI chat tools
- Coexists with Enterprise (group_fusion_show_when_enterprise_absent)
- 141 tests passing (unit, integration, property-based, controller, MV, wizards, coexistence, perf, LLM compat, OWL tours)
- All 5 P95 perf metrics within 1x of budget (8x-500x headroom)
2026-04-19 20:29:40 -04:00
gsinghpal
43e1f3d6f5 docs(fusion_accounting_assets): CLAUDE.md, UPGRADE_NOTES.md, README.md
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Mirrors Phase 1 + 2 doc layout. CLAUDE.md captures architecture, the
7-method engine API, persisted models, controllers, OWL frontend,
performance baselines (Tasks 23 + 41 numbers), test counts (140), and
Phase 3.5 backlog. UPGRADE_NOTES.md anchors the Odoo 19 reference and
records V19 deprecations applied. README.md is the user-facing intro.

Made-with: Cursor
fusion_accounting/phase-3-complete
2026-04-19 20:25:16 -04:00
gsinghpal
69453bd8ae feat(fusion_accounting): meta-module now installs assets sub-module
Adds fusion_accounting_assets to the meta-module 'depends' so a single
install of fusion_accounting brings up the full Phase 1 + 2 + 3 stack.
Bumps version 19.0.1.0.2 -> 19.0.1.0.3.

Made-with: Cursor
2026-04-19 20:23:47 -04:00
gsinghpal
7e2c31e371 test(fusion_accounting_assets): local LLM useful-life smoke (skips without LLM)
Auto-detects LM Studio (:1234) or Ollama (:11434) on
host.docker.internal / localhost; skips silently when no server is
reachable so CI stays green. When a server is present it exercises the
full predict_useful_life path through the OpenAI-compatible adapter,
catching prompt / JSON-parsing regressions that mocked LLMs hide.

Tagged 'local_llm' so it can be selected explicitly when an LLM is
known-available.

Made-with: Cursor
2026-04-19 20:23:30 -04:00
gsinghpal
6344a75150 test(fusion_accounting_assets): controller perf benchmark
Adds JSON-RPC controller benchmark to complement Task 23's engine-level
benchmarks: end-to-end /fusion/assets/get_detail timing through the HTTP
dispatch layer.

Captured locally on westin-v19:
  controller.get_detail: median=2ms p95=40ms (target <500ms, 12x headroom)

Tagged 'benchmark' so it stays out of fast unit runs.

Made-with: Cursor
2026-04-19 20:22:50 -04:00
gsinghpal
59ecc9fc5b test(fusion_accounting_assets): 5 OWL tour tests
Mirrors Phase 1 + 2 tour pattern: HttpCase.start_tour wrappers tagged
'tour' so they skip cleanly when websocket-client is absent. Tours cover
smoke (/odoo loads), the asset list / category list / anomaly list views,
and the depreciation-run wizard form. Bundle is wired via
web.assets_tests.

Verified locally: 5 tests registered, all skip with
"websocket-client module is not installed" (expected — no chromium in
the dev container).

Made-with: Cursor
2026-04-19 20:22:13 -04:00
gsinghpal
2ee341316c test(fusion_accounting_assets): coexistence behavior
Made-with: Cursor
2026-04-19 20:16:30 -04:00
gsinghpal
02885108f2 feat(fusion_accounting_assets): menu + window actions with coexistence group filter
Made-with: Cursor
2026-04-19 20:15:38 -04:00
gsinghpal
af8c72a3b1 feat(fusion_accounting_assets): migration audit PDF report
Made-with: Cursor
2026-04-19 20:14:50 -04:00
gsinghpal
1491f455fe feat(fusion_accounting_assets): migration wizard backfill from account.asset
Made-with: Cursor
2026-04-19 20:13:30 -04:00
gsinghpal
3efef7efc7 feat(fusion_accounting_assets): depreciation run wizard
Made-with: Cursor
2026-04-19 20:06:25 -04:00
gsinghpal
92f445eb8f feat(fusion_accounting_assets): partial sale wizard
Made-with: Cursor
2026-04-19 20:05:17 -04:00
gsinghpal
892c37e2b0 feat(fusion_accounting_assets): disposal wizard
Made-with: Cursor
2026-04-19 20:04:03 -04:00
gsinghpal
a6ef7e0c2a feat(fusion_accounting_assets): asset creation wizard with AI useful-life suggest
Made-with: Cursor
2026-04-19 20:02:46 -04:00
gsinghpal
9794970429 feat(fusion_accounting_assets): ai_useful_life_panel + anomaly_strip components
Made-with: Cursor
2026-04-19 17:39:56 -04:00
gsinghpal
c0b8cc4159 feat(fusion_accounting_assets): disposal_dialog component
Made-with: Cursor
2026-04-19 17:39:17 -04:00
gsinghpal
51bff01f13 feat(fusion_accounting_assets): depreciation_board component
Made-with: Cursor
2026-04-19 17:38:50 -04:00
gsinghpal
7ba15c65aa feat(fusion_accounting_assets): asset_detail_panel component
Made-with: Cursor
2026-04-19 17:38:28 -04:00
gsinghpal
bf8689716c feat(fusion_accounting_assets): asset_card component
Made-with: Cursor
2026-04-19 17:37:57 -04:00
gsinghpal
bddd22cabd feat(fusion_accounting_assets): top-level asset_dashboard component
Made-with: Cursor
2026-04-19 17:37:34 -04:00
gsinghpal
6051ef22a0 feat(fusion_accounting_assets): assets_service.js reactive frontend service
Made-with: Cursor
2026-04-19 17:36:52 -04:00
gsinghpal
24f8a5857e feat(fusion_accounting_assets): SCSS foundation for OWL widget
Made-with: Cursor
2026-04-19 17:36:11 -04:00
gsinghpal
475d17c1aa test(fusion_accounting_assets): performance benchmarks with P95 targets
Made-with: Cursor
2026-04-19 17:26:01 -04:00
gsinghpal
fec1c12246 feat(fusion_accounting_assets): MV for per-asset book value snapshot
Made-with: Cursor
2026-04-19 17:25:14 -04:00
gsinghpal
c939b83812 test(fusion_accounting_assets): integration tests for all 3 depreciation methods
Made-with: Cursor
2026-04-19 17:23:41 -04:00
gsinghpal
1e70b8d5c0 test(fusion_accounting_assets): Hypothesis property-based depreciation invariants
Made-with: Cursor
2026-04-19 17:22:55 -04:00
gsinghpal
de6d8fda3e feat(fusion_accounting_assets): 2 cron jobs (depreciation post + anomaly scan)
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Made-with: Cursor
2026-04-19 17:17:21 -04:00
gsinghpal
9092a78be2 feat(fusion_accounting_ai): 5 new asset management AI tools
Made-with: Cursor
2026-04-19 17:16:22 -04:00
gsinghpal
79cd0216ff feat(fusion_accounting_ai): wire AssetsAdapter fusion paths to engine
Made-with: Cursor
2026-04-19 17:15:24 -04:00
gsinghpal
3e8b7b1e82 feat(fusion_accounting_assets): 8 JSON-RPC endpoints for OWL widget
Made-with: Cursor
2026-04-19 17:14:22 -04:00
gsinghpal
345c971d59 test(fusion_accounting_assets): engine integration tests for full lifecycle
Made-with: Cursor
2026-04-19 17:06:55 -04:00
gsinghpal
54922a0b32 feat(fusion_accounting_assets): fusion.asset.engine 7-method API
The orchestrator AbstractModel for asset depreciation lifecycle.
compute_depreciation_schedule, post_depreciation_entry, dispose_asset,
partial_sale, pause_asset, resume_asset, reverse_disposal.

All controllers, AI tools, wizards, and cron must route through these
methods; no direct ORM writes to fusion.asset.depreciation.line or
account.move from anywhere else.

Made-with: Cursor
2026-04-19 17:06:12 -04:00