The Quote Configurator form devoted nearly half its width to a sticky
3D viewer + drawing PDF preview. That panel meant the actual fields
(geometry, dimensions, pricing) had to fight for real estate. Replaced
the inline previews with two affordances that take zero layout space:
1. New '3D Model' smart button at the top of the form, next to the
existing 'Drawings' button. Click to open the existing
fp_3d_viewer_open client action — same fullscreen modal the
'Full Screen' button used to launch from the side panel.
2. Inline 'Preview' link (eye icon) sits next to the 3D Model and
Drawing fields in the Customer & Part group. Click to open the
same modal preview as the smart button. Two paths to the same
content — power users grab the field-adjacent link mid-edit;
visual-thinkers grab the smart button up top.
Layout collapses to a single full-width column. The .o_fp_cfg_layout
wrapper is kept (display:block) so we have a stable hook in case a
side panel returns later for a different purpose. Old SCSS dance with
:has() selectors to fake-collapse the grid is gone.
Bumped fusion_plating_configurator to 19.0.3.0.0.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Root cause: pricing.rule records had currency_id=NULL because the
default=lambda only applies on new records. Monetary fields without a
currency silently render as plain numbers — no $ symbol.
Fixes:
1. currency_id now required=True on fp.pricing.rule, fp.treatment,
fp.customer.price.list, fp.quote.configurator, fusion.plating.quote.request
— so it can never be missing going forward.
2. post_init_hook + matching backfill helper in
fusion_plating_configurator/__init__.py pins the company currency
on any existing records that were created before the required flag.
Ran on upgrade → all 4 pricing.rule rows now have CAD/$.
3. Flipped two remaining Float money fields to Monetary:
- fp.job.consumption.unit_cost and total_cost (were Float digits=4/2)
- (mrp.workorder.x_fc_workcenter_cost_hour stays Float — it is a
related field from core mrp.workcenter.costs_hour which is Float)
4. Every Monetary field reference in views now has explicit:
widget="monetary" options="{'currency_field': 'currency_id'}"
Previously Odoo's default rendering dropped the $ in some contexts.
Touched: fp_pricing_rule_views (list + form), fp_treatment_views,
fp_customer_price_list_views (already done), fp_quote_configurator_views
(list + form shipping/delivery/calculated/override), fp_quote_request_views
(list + form), fp_job_consumption_views, mrp_production_views job-costing
group, direct-order wizard (already done earlier).
5. Unit / % suffix polish as we went: rush_surcharge_percent shows "%",
default_duration_minutes shows "min" on treatment form, treatment list
labels duration column.
Verified: all 4 pricing rules now render "$0.45", "$0.85" etc; 62 records
across 6 models all have currency_id populated; zero remaining Float $
fields in the codebase.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Three UX improvements:
1. Sales menu reordered — New Quote (seq 1) is now the first entry,
followed by New Direct Order (5), Quotations (10), Sale Orders (20).
"New Quote" moved out of Configurator submenu into Sales so both
quote-creation paths live side-by-side.
2. Currency + unit display audit:
- fp.customer.price.list.unit_price flipped from Float to Monetary
with currency_field='currency_id' — list view now shows $ symbol
and a Total sum row
- fp.direct.order.wizard.unit_price flipped to Monetary, added
currency_id field and computed line_subtotal ($)
- % suffix appended to deposit_percent and progress_initial_percent
in the wizard
- Unit suffixes added where missing: bake_window.quantity (pcs),
window_hours (h), bake_temp (°F), bake_duration_hours (h);
bath.volume (L), bath.mto_count (turnovers); tank.volume shows
volume_uom inline
3. Saved line descriptions (new feature):
- New model fp.sale.description.template with name, description,
tag (standard/masking/rework/aerospace/nuclear/packaging/other),
optional coating_config_id and partner_id, usage_count bumped
on each use
- List + form + search views; new "Line Descriptions" menu under
Configurator
- 8 starter templates seeded (noupdate=1): ENP Standard/Aerospace/
Nuclear, masking variants, rework, packaging, delicate handling
- Direct Order Wizard gets a template picker (searchable Many2one)
+ editable paragraph; picking a template copies text to the
editable field, user tweaks freely, tweaked text lands on the
SO line as "<header>\n\n<description>"
- Auto-suggests template on coating+partner match if nothing
picked yet
Smoke-tested end-to-end: picked aerospace template, tweaked text,
confirmed wizard → SO S00030 has full description on line, usage
counter bumped from 0 to 1.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Tier 2 — Quality & audit readiness:
- T2.1 SPC on thickness readings (fp.certificate)
- spec_min_mils / spec_max_mils auto-pulled from coating config on create
- Computed: std_dev_mils, min/max, cpk, cpk_status (incapable/marginal/
capable/excellent/insufficient)
- Western Electric trend rules (rule 1: any point beyond 3σ; rule 4:
8 consecutive on one side of mean) → trend_alert + explanation
- New SPC group on certificate form with badge-coloured indicators
- T2.2 Operator certification enforcement (fp.operator.certification)
- Per (employee, process_type) records with issued/expires dates,
training record attachment, revocation workflow
- State auto-computed: active → expired when date passes
- MrpWorkorder.button_start() blocks with UserError if current user's
linked hr.employee lacks an active cert for the bath's process_type
- Managers bypass the check; expiring-soon filter in search view
- HR Employee form: "Plating Certifications" tab
- T2.3 Material traceability chain
- fusion.plating.batch.workorder_id (new Many2one) + production_id
(related through WO) for full chain
- fp.certificate gets computed batch_ids / bath_ids / batch_count
- "Batches" stat button → list of batches used for this cert's MO,
with their chemistry logs intact
- T2.4 Pre-treatment as first-class baths
- process_family selection on fusion.plating.process.type
(pre_treatment / plating / post_treatment / bake / strip / passivation /
masking / inspection)
- Bath search view: Pre-Treatments / Plating / Post-Treatments / Strip
quick filters
- Existing bath infra (logs, replenishment, SPC) now applies to pre-
treatment baths equally
Tier 3 — Business / revenue:
- T3.1 Customer-specific price lists (fp.customer.price.list)
- Per (customer, coating_config) with unit_price + basis (per_part /
sqin / sqft / lb)
- effective_from / effective_to for annual contract pricing
- min_quantity for volume breaks (cheapest price at requested qty wins)
- _find_price() helper resolves active entry by date + qty
- Direct Order wizard auto-fills unit_price on (partner, coating, qty)
change unless operator has typed an override
- Configurator menu → Customer Price Lists
- T3.2 Quote win/loss tracking (fp.quote.configurator)
- State values: draft → confirmed (won) / lost / expired / cancelled
- lost_reason selection (price / lead_time / tech / spec_mismatch /
no_bid / no_response / competitor / other) + lost_competitor_name
+ lost_details text
- Action buttons: Mark as Lost (requires reason), Mark as Expired
- won_date auto-set on SO creation; lost_date auto-set on mark_lost
- New "Win / Loss" tab on configurator form
- T3.3 Actuals vs. quoted margin (mrp.production)
- Computed monetary fields: x_fc_consumables_cost, x_fc_labour_cost,
x_fc_actual_cost, x_fc_quoted_revenue, x_fc_margin_actual,
x_fc_margin_pct
- Labour = sum(WO duration × workcentre cost_hour)
- Revenue = SO amount_untaxed via mo.origin lookup
- New "Job Costing" group on MO form with badge-coloured margin
- T3.4 Job consumables tracking (fp.job.consumption)
- One row per consumable event (bath replenisher, masking tape, PPE,
chemistry): product, qty, uom, unit_cost (snapshot), total_cost,
source, optional workorder link
- One2many x_fc_consumption_ids on mrp.production
- "Consumables" stat button on MO → filtered list
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
