66 Commits

Author SHA1 Message Date
gsinghpal
091f98e1f9 changes 2026-05-18 22:33:23 -04:00
gsinghpal
25f568f225 fix(portal): correct terminology — Sales Orders everywhere (revert Purchase Orders rename)
The customer's Purchase Order is the doc they send US — a separate
artifact, often a PDF attachment on the quote. What lives in our
system is the Sales Order we create in response. Labeling the SO
list as "Purchase Orders" in the customer portal was a wrong-side
mapping.

Reverts and renames in this commit:

- Sidebar item label: "Purchase Orders" → "Sales Orders" (key stays
  odoo_orders; URL still /my/orders). _FP_SIDEBAR_LAYOUT.

- Dashboard KPI tile: "Active POs" → "Active Sales Orders". Link
  hint: "View POs →" → "View orders →". Link target updated to the
  current /my/orders (the legacy /my/purchase_orders still redirects
  but we point at the canonical URL now).

- Dashboard panel: "Recent Purchase Orders" → "Recent Sales Orders".
  Empty state: "No purchase orders yet." → "No sales orders yet."
  View-all link target updated to /my/orders.

- Dashboard docs entries strip: "Purchase Orders" docs entry title
  → "Sales Orders"; URL → /my/orders.

- Removed the three Odoo template rename inherits from
  fp_sale_order_portal.xml (sale.portal_my_home_menu_sale,
  sale.portal_my_orders, sale.sale_order_portal_content). With those
  gone the stock templates emit Odoo's native "Sales Order(s)" and
  "Your Orders" wording on the list page header, breadcrumb, and
  detail page <h2> — which is now the correct terminology.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-18 00:30:55 -04:00
gsinghpal
4e54ecc32f fix(portal): sidebar values + Purchase Order naming on /my/orders detail
1. Odoo's portal_order_page route calls _get_page_view_values which
   doesn't touch _prepare_portal_layout_values, so our sidebar
   context (fp_sidebar_items, fp_partner_display_name) was missing
   on every Odoo detail page (SO, invoice, delivery, quote). Override
   _get_page_view_values to setdefault our two keys into the values
   dict — non-clobbering, covers every detail route.

2. Rename "Sales Order(s)" / "Your Orders" to "Purchase Order(s)" on
   the customer portal so the wording matches the sidebar item and
   the customer's perspective (they purchase from us). Inherits in
   fp_sale_order_portal.xml replace the relevant text nodes in
   sale.portal_my_home_menu_sale / sale.portal_my_orders /
   sale.sale_order_portal_content.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-18 00:22:36 -04:00
gsinghpal
ab7ff3eea5 fix(portal): /my/orders 500 — QWeb t-value is Python not Jinja, |length is bitwise OR
orders|length in t-value parses as orders | length, not as a Jinja
length filter. orders is a sale.order recordset; the `length`
identifier resolves to None; Python evaluates
recordset | None and raises TypeError. Use len(orders) instead.

Also documents the gotcha in CLAUDE.md (rule 19) so future templates
don't reach for Jinja-style filters in t-value.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-18 00:13:33 -04:00
gsinghpal
f8fc6be370 feat(portal): inject filter+search strip into Odoo /my/orders + docs
- views/fp_sale_order_portal.xml: new template inherit
  portal_my_orders_fp_search on sale.portal_my_orders. Injects the
  fp_portal_list_controls strip before the "no orders" alert. Filter
  pills + sort dropdown are disabled here (we don't own the route,
  Odoo's sortby is preserved separately). The search input is wired
  to .o_portal_my_doc_table tbody (the table class Odoo's
  portal.portal_table emits) so real-time keyword filtering works
  without needing to monkey-patch the stock route or template.

- CLAUDE.md: documents two conventions surfaced by the recent portal
  work:
    Rule 17 — test scaffolding for account.move creation must use
      with_context(fp_from_so_invoice=True) and pass
      invoice_payment_term_id, to satisfy custom gates in
      fusion_plating_jobs and fusion_plating_invoicing.
    Rule 18 — FP portal list pages don't paginate. They load up to
      500 records and rely on fp_portal_list_search.js to filter
      client-side. Hidden <td class="d-none"> cells per row carry
      extra searchable text.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-18 00:06:26 -04:00
gsinghpal
b27f68b8d5 feat(portal): real-time search + filter pills on 4 FP list pages
Replaces the tab nav / portal.portal_searchbar on the 4 FP list
pages with the new fp_portal_list_controls macro (filter pills +
search input + sort dropdown) and drops portal_pager in favour of
client-side filtering of up to 500 records:

- Quote Requests (/my/quote_requests):
    filters: All / Active / Converted / Declined
    sorts:   Newest / Reference / Status
    extra search fields: contact_name, contact_email, line.part_number,
                         line.description, line.product_id.default_code

- Work Orders (/my/jobs, cards layout):
    filters: All / Active / Ready to Ship / Complete
    sorts:   Newest / Reference / Status
    extra search fields per card: part_catalog.part_number, part_catalog.name,
                                  sale_order.name, sale_order.client_order_ref,
                                  job.notes

- Certifications (/my/certifications):
    no filters (all rows are terminal CoC jobs)
    sorts:   Newest / Reference
    extra search fields: part name, processes (already in card text)

- Packing Slips / Deliveries (/my/deliveries):
    no filters (all rows are state=done)
    sorts:   Newest / Reference
    adds a visible Origin column (sale order ref) so customers can
    locate a slip by the SO it came from

Each route accepts ?filter_state=... and ?sortby=... query params,
returns up to 500 records, and passes result_total + clipped to the
template so the macro can render a "showing latest 500 of N" notice
when the cap is hit.

Hidden <td class="d-none"> cells inside each row carry extra terms
that aren't displayed but are matched by the JS textContent scan.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-18 00:06:18 -04:00
gsinghpal
d9bdbd8e18 feat(portal): reusable list-search JS + fp_portal_list_controls macro
Adds the shared infrastructure for real-time multi-keyword search on
portal list pages:

- static/src/js/fp_portal_list_search.js — vanilla-JS IIFE that wires
  every input.o_fp_list_search to the container at the selector in
  its data-fp-target. On every keystroke, walks the container's
  direct children and toggles display: none based on whether each
  row's textContent contains all whitespace-tokenised keywords. Also
  wires .o_fp_sort_select dropdowns on every page EXCEPT Account
  Summary (scoped by .o_fp_account_summary closest-ancestor check) so
  the existing fp_portal_account_summary.js handler isn't doubled up.

- views/fp_portal_macros.xml — new t-call macro
  fusion_plating_portal.fp_portal_list_controls that renders the
  filter pills + search input + sort dropdown strip in one block.
  Callers pass filters, sorts, active_filter, active_sort, search,
  url, extra_qs, target, result_total, clipped via t-set.

- __manifest__.py — registers the new JS in web.assets_frontend
  (after fp_portal_account_summary.js). Version bumps 19.0.4.0.0 ->
  19.0.4.1.0.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-18 00:06:02 -04:00
gsinghpal
281941c7ee fix(portal): column-top fix needs !important to beat Bootstrap utilities
Previous attempts (e50631c, 6f2bea9) zeroed .container's pt-3 and the
first child's mt-3, but the right column was still sitting ~32px lower
than the sidebar. Reason: Bootstrap 5 ships .pt-3 and .mt-3 as
margin-top: 1rem !important / padding-top: 1rem !important. My
overrides without !important lost the cascade and never took effect.
Match Bootstrap's specificity by adding !important on both rules.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-17 23:40:52 -04:00
gsinghpal
7eb9dd02a7 fix(portal): force outer breadcrumb container on every /my/* page
Odoo stock routes (/my/orders, /my/invoices, etc.) call
portal.portal_searchbar with breadcrumbs_searchbar=True, which made
portal.portal_layout suppress its outer breadcrumb container — the
breadcrumb then rendered inside the searchbar nav, which lives inside
our shell's <main> and showed up in the right column. We can't edit
the stock route handlers, so override portal.portal_layout in
fp_portal_shell to ignore breadcrumbs_searchbar (still respect
no_breadcrumbs and my_details). CSS-hide the now-duplicate inline
breadcrumb inside .o_portal_navbar so we don't show two trails.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-17 23:36:19 -04:00
gsinghpal
3a520564a7 fix(portal): account summary 500 — open_balance can't use t-field
t-field requires a record.field_name access pattern. open_balance is a
Python float (returned by _fp_account_summary_open_balance), not a
recordset attribute, so QWeb threw AssertionError at render time and
the page 500'd. Format the value in the controller via tools.formatLang
and render it as a plain string with t-out instead.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-17 23:36:10 -04:00
gsinghpal
6f2bea9773 fix(portal): zero first-child top margin so right column aligns flush
Many FP templates slap mt-3/mt-4 onto their root content div (dashboard,
configurator wizard steps, etc.) which still pushed the right column's
content ~16px below the sidebar's top edge even after pt-3 was zeroed
in e50631c. Scope a margin-top: 0 to .o_fp_portal_main #wrap > .container's
first child — strips whichever utility class the template happens to use
without touching siblings or styles below.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-17 23:28:07 -04:00
gsinghpal
e50631c46a fix(portal): align right column top with sidebar top
Odoo's portal_layout wraps page content in <div class="container pt-3 pb-5">.
The pt-3 (1rem) was pushing the right column's first visible content ~16px
below the sidebar card's top edge, so the two column corners looked
misaligned. Zero out the top padding on that inner container, scoped via
.o_fp_portal_main #wrap > .container so it only applies inside our shell.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-17 23:24:42 -04:00
gsinghpal
76c68e0311 fix(portal): consistent breadcrumb position + history + column height parity
Three coordinated portal-chrome fixes:

1. Drop `breadcrumbs_searchbar=True` from the four list templates
   (quote_requests, jobs, deliveries, certifications). They were
   suppressing Odoo's outer breadcrumb container, so the breadcrumb
   rendered inside portal.portal_searchbar in the right column on
   those pages. With the flag off, the outer container fires on
   every /my/* page (consistent with the dashboard, configurator,
   and detail pages). The portal_searchbar's else-branch now renders
   the page title in a Bootstrap navbar — the title still shows,
   just no longer doubled up as breadcrumb chrome.

2. Breadcrumb history pass in fp_portal_breadcrumbs.xml:
   - fp_jobs / fp_portal_job: rename label from "Parts Portal" to
     "Work Orders" so the breadcrumb matches the sidebar item.
   - fp_purchase_orders / fp_invoices: drop the dead stanzas. Both
     page_names are unreachable since Task 7 turned those routes
     into redirects.
   - fp_account_summary: add the missing entry so the new page has
     a trail.

3. Drop `align-items: start` on .o_fp_portal_shell and add
   min-height: 100% + min-width: 0 on .o_fp_portal_main. The right
   column now stretches to match the sidebar's height on short
   pages, so layouts look uniform. min-width: 0 lets wide table
   children scroll horizontally instead of forcing the grid track
   to grow.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-17 14:50:51 -04:00
gsinghpal
04862e8a28 fix(portal): inject sidebar layout values into every FP portal render
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>
2026-05-17 14:39:53 -04:00
gsinghpal
cdc47554ed fix(portal): account summary sort dropdown — drop inline JS for CSP safety
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>
2026-05-17 14:23:01 -04:00
gsinghpal
77b84ac11b feat(portal): Account Summary template (3 tabs, filter, search, sort, pager)
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>
2026-05-17 14:19:33 -04:00
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
8225061dfa feat(portal): redirect 3 legacy URLs to consolidated homes (Sub-A IA)
- /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>
2026-05-17 14:01:32 -04:00
gsinghpal
fe4cceeffa chore(portal): bump 19.0.4.0.0 + register sidebar SCSS + JS
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>
2026-05-17 13:50:30 -04:00
gsinghpal
a99f9aa5ee feat(portal): _fp_sidebar_items helper + layout-values inject
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>
2026-05-17 13:46:23 -04:00
gsinghpal
ca60500c07 fix(portal): guard sidebar item dict access with .get() fallbacks
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>
2026-05-17 13:44:41 -04:00
gsinghpal
d17cadabf0 feat(portal): sidebar shell template + portal.portal_layout inherit
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>
2026-05-17 13:39:17 -04:00
gsinghpal
df74d702af fix(portal): close sidebar drawer on resize past desktop breakpoint
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>
2026-05-17 13:32:40 -04:00
gsinghpal
ada22a583f feat(portal): mobile sidebar hamburger toggle (vanilla JS)
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>
2026-05-17 13:30:10 -04:00
gsinghpal
009562913c feat(portal): sidebar shell SCSS — sticky 240px rail + mobile drawer
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>
2026-05-17 13:25:44 -04:00
gsinghpal
0593b70354 docs(portal): session handoff + sub-A IA spec + plan
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>
2026-05-17 13:21:21 -04:00
gsinghpal
26fe41e7d4 fix(portal): sudo portal job queries so template traversal works for customers
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>
2026-05-17 12:39:26 -04:00
gsinghpal
2802fcf738 feat(portal): fix configurator 500, hide manual measurements, upgrade job card
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>
2026-05-17 12:34:06 -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
6cad69cb86 feat(portal): customer PO/uploads + WO Detail PDF + hover-underline fix
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>
2026-05-17 12:06:41 -04:00
gsinghpal
27badff570 fix(portal): align stepper labels with circles via per-unit absolute positioning
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>
2026-05-17 04:10:28 -04:00
gsinghpal
a63fbe1558 fix(portal): restore .o_fp_step_line nesting inside .o_fp_stepper
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>
2026-05-17 04:00:47 -04:00
gsinghpal
49013c64fb feat(portal): pulse animation, repeat-order button, 5-panel dashboard
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>
2026-05-17 03:56:53 -04:00
gsinghpal
ba6f39375a fix(portal): full timestamp format + interpolated middle stages
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>
2026-05-17 03:49:54 -04:00
gsinghpal
cbed74e5eb fix(portal): fallback to existing Date fields when stage Datetime is null
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>
2026-05-17 03:43:59 -04:00
gsinghpal
2730c455f5 fix(reports): remove Customer Acceptance/Authorized Representative signature block from FP sale report
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>
2026-05-17 03:36:54 -04:00
gsinghpal
669ba0fd8a fix(portal): dedicated /my/jobs/<id>/so_confirmation route with sudo render
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>
2026-05-17 03:31:25 -04:00
gsinghpal
8e172132e7 fix(portal): use FP custom sale report for SO Confirmation download
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>
2026-05-17 03:24:56 -04:00
gsinghpal
d3c5c25865 changes
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2026-05-17 03:20:33 -04:00
gsinghpal
f8586611c9 fix(portal): derive portal_job initial state from fp.job.state on create
_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>
2026-05-17 03:16:22 -04:00
gsinghpal
28220f0732 fix(portal): 5 hotfixes - /my route, button sizing, clickable cards, state sync, SO doc
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>
2026-05-17 03:13:00 -04:00
gsinghpal
edcc325483 chore(portal): bump 19.0.3.3.0 - Phase 4 cosmetic sweep
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-17 02:57:40 -04:00
gsinghpal
37f1f7e8a3 refactor(portal): trim legacy catch-all SCSS, deduplicate vs new partials
Removed (now superseded by Phase 1-3 partials):
- .o_fp_dashboard .o_fp_dashboard_card (-> .o_fp_job_card + .o_fp_panel)
- .o_fp_seg_progress (-> .o_fp_stepper)
- .o_fp_portal_status_dot (-> .o_fp_badge_dot)
- .o_fp_portal_progress (-> .o_fp_timeline)
- .o_fp_jobs_list (dashboard wraps in .o_fp_dashboard instead)
- fp-portal-tint mixin (unused after refactor)

Kept (still referenced by untouched templates):
- .o_fp_portal_card (empty-state cards + configurator coating cards)
- .o_fp_part_row + .o_fp_file_drop_zone (RFQ wizard JS-driven elements)
- .o_fp_portal_form (configurator forms)
- .nav-tabs (quote-request filter tabs)

File goes from 304 to 124 lines (-59%).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-17 02:57:29 -04:00
gsinghpal
0f10c490cd style(portal): tokenise configurator buttons with new system
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>
2026-05-17 02:56:18 -04:00
gsinghpal
e166fae57b style(portal): tokenise quote/RFQ/delivery/cert templates with new system
Swap legacy Bootstrap classes for the new o_fp_* token system:
- Quote-list 'New Quote Request' CTA: btn-primary -> o_fp_btn_primary
- Quote list+detail state badges: complex conditional -> macro call
- RFQ form Cancel/Submit: btn-link/primary -> o_fp_btn_ghost/primary
- RFQ 'Add Part' button: btn-outline-secondary -> o_fp_btn_secondary
- Process-type chips (cert+detail): badge text-bg-light -> o_fp_doc_chip
- 'Delivered' badge in deliveries list: o_fp_badge o_fp_badge_shipped
- CoC download button on certs: btn-outline-success -> o_fp_btn_secondary

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-17 02:55:25 -04:00
gsinghpal
488243cd75 chore(portal): bump 19.0.3.2.0 + register timeline SCSS
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-17 02:51:49 -04:00
gsinghpal
6cf826268b feat(portal): rewrite /my/jobs/<id> detail page with timeline + doc panel
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>
2026-05-17 02:51:33 -04:00
gsinghpal
c8deef1482 feat(portal): rewrite /my/jobs list with V2 stepper cards
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>
2026-05-17 02:50:30 -04:00
gsinghpal
55ac05667c feat(portal): vertical timeline + detail-page wrapper SCSS
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-17 02:49:50 -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
06df9745a0 chore(portal): bump 19.0.3.1.0 + register Phase 2 SCSS/data
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>
2026-05-17 02:43:46 -04:00
gsinghpal
3aa11eaffc feat(portal): rewrite /my/home as jobs-forward dashboard
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>
2026-05-17 02:43:24 -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
gsinghpal
215e393bdb feat(portal): shared QWeb macros (badge, stepper, doc chip, doc group)
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>
2026-05-17 02:40:31 -04:00
gsinghpal
1780b383b9 feat(portal): jobs-forward dashboard layout SCSS
Welcome strip + 4-tile KPI row + jobs hero + secondary 3-panel strip.
Responsive at 768px (KPI grid -> 2x2, secondary -> stacked).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-17 02:40:04 -04:00
gsinghpal
a6ff3054bc feat(portal): numbered horizontal stepper with state classes
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-17 02:40:04 -04:00
gsinghpal
b3a86cd4b9 feat(portal): card shells, KPI tiles, doc chips + rows
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-17 02:40:03 -04:00
gsinghpal
23ac3284cb feat(portal): status badge pills with dot + glow halo
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-17 02:40:03 -04:00
gsinghpal
83c2b42aad chore(portal): bump 19.0.3.0.0 + register Phase 1 SCSS
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>
2026-05-17 02:37:25 -04:00
gsinghpal
22e217a16c feat(portal): gradient button system (primary/secondary/ghost/danger/mint)
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>
2026-05-17 02:37:02 -04:00
gsinghpal
3310b12754 feat(portal): add brand design tokens partial
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>
2026-05-17 02:36:42 -04:00
gsinghpal
eac337c058 docs(portal): add dashboard redesign spec + implementation plan
Spec covers the brainstormed design: jobs-forward layout, V2 stepper
with timestamps, EN Plating teal/gradient palette, 4 doc categories.
Plan decomposes implementation into 4 independently-deployable phases
(tokens+buttons -> dashboard -> jobs detail -> cosmetic sweep) with
27 tasks total.

Also adds .gitignore so .superpowers/ brainstorm artifacts stay
untracked.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-17 02:36:02 -04:00
gsinghpal
655b767127 fix(portal): override stock /my/home with FP rich dashboard
The custom dashboard at fusion_plating_portal was rendering a 6-card
view at /my/home, but a method-name mismatch left the parent
portal.CustomerPortal.home() route active instead. Rename the
override to home() so Python MRO does the override naturally, and
add CLAUDE.md Critical Rule 16 documenting the gotcha so future
controller-override work doesn't trip on it.

Version bump: 19.0.2.2.0 -> 19.0.2.3.0.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-17 02:35:52 -04:00
gsinghpal
9ebf89bde2 changes 2026-05-16 13:18:52 -04:00
1209 changed files with 13818 additions and 2886 deletions

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