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Author SHA1 Message Date
gsinghpal
234a5b2b9f feat(notifications): workflow hooks + views + menu
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-12 20:11:54 -04:00
gsinghpal
ad6906254f feat(notifications): module scaffold + models + mail template seed data
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-12 20:09:07 -04:00
15 changed files with 622 additions and 0 deletions

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# -*- coding: utf-8 -*-
# Copyright 2026 Nexa Systems Inc.
# License OPL-1 (Odoo Proprietary License v1.0)
# Part of the Fusion Plating product family.
from . import models

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# -*- coding: utf-8 -*-
# Copyright 2026 Nexa Systems Inc.
# License OPL-1 (Odoo Proprietary License v1.0)
# Part of the Fusion Plating product family.
{
'name': 'Fusion Plating — Notifications',
'version': '19.0.1.0.0',
'category': 'Manufacturing/Plating',
'summary': 'Auto-email notifications at workflow milestones with configurable templates and audit log.',
'description': """
Fusion Plating — Notifications
================================
Automated email notifications triggered at key workflow events:
SO confirmation, parts received, invoice posted, and more.
""",
'author': 'Nexa Systems Inc.',
'website': 'https://www.nexasystems.ca',
'maintainer': 'Nexa Systems Inc.',
'support': 'support@nexasystems.ca',
'license': 'OPL-1',
'price': 0.00,
'currency': 'CAD',
'depends': [
'fusion_plating_configurator',
'fusion_plating_receiving',
'fusion_plating_invoicing',
'sale_management',
'account',
'mail',
],
'data': [
'security/ir.model.access.csv',
'data/mail_template_data.xml',
'data/fp_notification_template_data.xml',
'views/fp_notification_template_views.xml',
'views/fp_notification_log_views.xml',
'views/fp_notifications_menu.xml',
],
'installable': True,
'application': False,
'auto_install': False,
}

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<?xml version="1.0" encoding="utf-8"?>
<odoo noupdate="1">
<record id="fp_notif_so_confirmed" model="fp.notification.template">
<field name="name">Order Confirmation</field>
<field name="trigger_event">so_confirmed</field>
<field name="mail_template_id" ref="fp_mail_template_so_confirmed"/>
<field name="active" eval="True"/>
</record>
<record id="fp_notif_parts_received" model="fp.notification.template">
<field name="name">Parts Received</field>
<field name="trigger_event">parts_received</field>
<field name="mail_template_id" ref="fp_mail_template_parts_received"/>
<field name="active" eval="True"/>
</record>
<record id="fp_notif_invoice_posted" model="fp.notification.template">
<field name="name">Invoice Posted</field>
<field name="trigger_event">invoice_posted</field>
<field name="mail_template_id" ref="fp_mail_template_invoice_posted"/>
<field name="active" eval="True"/>
<field name="attach_invoice" eval="True"/>
</record>
</odoo>

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<?xml version="1.0" encoding="utf-8"?>
<odoo noupdate="1">
<record id="fp_mail_template_so_confirmed" model="mail.template">
<field name="name">FP: Order Confirmation</field>
<field name="model_id" ref="sale.model_sale_order"/>
<field name="subject">Order Confirmation — {{ object.name }}</field>
<field name="email_from">{{ (object.company_id.email or user.email) }}</field>
<field name="email_to">{{ object.partner_id.email }}</field>
<field name="body_html" type="html">
<p>Dear {{ object.partner_id.name }},</p>
<p>Your order <strong>{{ object.name }}</strong> has been confirmed.</p>
<p>We will notify you when your parts have been received at our facility.</p>
<p>Thank you for your business.</p>
<p>— EN Technologies Inc.</p>
</field>
<field name="auto_delete" eval="True"/>
</record>
<record id="fp_mail_template_parts_received" model="mail.template">
<field name="name">FP: Parts Received</field>
<field name="model_id" eval="env['ir.model']._get_id('fp.receiving')"/>
<field name="subject">Parts Received — {{ object.name }}</field>
<field name="email_from">{{ (object.sale_order_id.company_id.email or user.email) }}</field>
<field name="email_to">{{ object.partner_id.email }}</field>
<field name="body_html" type="html">
<p>Dear {{ object.partner_id.name }},</p>
<p>We have received your parts for order <strong>{{ object.sale_order_id.name }}</strong>.</p>
<p>Quantity received: {{ object.received_qty }}</p>
<p>Your parts are now in our production queue. We will keep you updated on progress.</p>
<p>— EN Technologies Inc.</p>
</field>
<field name="auto_delete" eval="True"/>
</record>
<record id="fp_mail_template_invoice_posted" model="mail.template">
<field name="name">FP: Invoice Notification</field>
<field name="model_id" ref="account.model_account_move"/>
<field name="subject">Invoice {{ object.name }} — EN Technologies</field>
<field name="email_from">{{ (object.company_id.email or user.email) }}</field>
<field name="email_to">{{ object.partner_id.email }}</field>
<field name="body_html" type="html">
<p>Dear {{ object.partner_id.name }},</p>
<p>Please find your invoice <strong>{{ object.name }}</strong> for amount <strong>{{ object.amount_total }}</strong>.</p>
<p>Thank you for your business.</p>
<p>— EN Technologies Inc.</p>
</field>
<field name="auto_delete" eval="True"/>
</record>
</odoo>

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# -*- coding: utf-8 -*-
# Copyright 2026 Nexa Systems Inc.
# License OPL-1 (Odoo Proprietary License v1.0)
# Part of the Fusion Plating product family.
from . import fp_notification_template
from . import fp_notification_log
from . import sale_order
from . import fp_receiving
from . import account_move

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# -*- coding: utf-8 -*-
# Copyright 2026 Nexa Systems Inc.
# License OPL-1 (Odoo Proprietary License v1.0)
# Part of the Fusion Plating product family.
import logging
from odoo import models
_logger = logging.getLogger(__name__)
class AccountMove(models.Model):
_inherit = 'account.move'
def action_post(self):
res = super().action_post()
for move in self:
if move.move_type == 'out_invoice' and move.partner_id:
# Find linked SO
so = False
if move.invoice_origin:
so = self.env['sale.order'].search(
[('name', '=', move.invoice_origin)], limit=1,
)
self._send_fp_notification(
'invoice_posted', move, move.partner_id, sale_order=so,
)
return res
def _send_fp_notification(self, trigger_event, record, partner, sale_order=None):
"""Send a notification email and log it."""
template = self.env['fp.notification.template'].search(
[('trigger_event', '=', trigger_event), ('active', '=', True)], limit=1,
)
if not template or not template.mail_template_id:
return
try:
template.mail_template_id.send_mail(record.id, force_send=False)
self.env['fp.notification.log'].create({
'template_id': template.id,
'trigger_event': trigger_event,
'sale_order_id': sale_order.id if sale_order else False,
'partner_id': partner.id if partner else False,
'recipient_email': partner.email if partner else '',
'status': 'sent',
})
except Exception as e:
_logger.warning('FP notification failed (%s): %s', trigger_event, e)
self.env['fp.notification.log'].create({
'template_id': template.id,
'trigger_event': trigger_event,
'sale_order_id': sale_order.id if sale_order else False,
'partner_id': partner.id if partner else False,
'recipient_email': partner.email if partner else '',
'status': 'failed',
'error_message': str(e),
})

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# -*- coding: utf-8 -*-
# Copyright 2026 Nexa Systems Inc.
# License OPL-1 (Odoo Proprietary License v1.0)
# Part of the Fusion Plating product family.
from odoo import fields, models
TRIGGER_EVENTS = [
('so_confirmed', 'Order Confirmed'),
('parts_received', 'Parts Received'),
('mo_complete', 'Manufacturing Complete'),
('shipment', 'Shipment (Carrier)'),
('delivery', 'Delivery (Local)'),
('invoice_posted', 'Invoice Posted'),
('deposit_created', 'Deposit Required'),
]
class FpNotificationLog(models.Model):
"""Audit trail for sent notifications."""
_name = 'fp.notification.log'
_description = 'Fusion Plating — Notification Log'
_order = 'sent_date desc, id desc'
template_id = fields.Many2one(
'fp.notification.template', string='Template', ondelete='set null',
)
trigger_event = fields.Selection(TRIGGER_EVENTS, string='Trigger Event')
sale_order_id = fields.Many2one('sale.order', string='Sale Order')
partner_id = fields.Many2one('res.partner', string='Customer')
sent_date = fields.Datetime(string='Sent Date', default=fields.Datetime.now)
recipient_email = fields.Char(string='Recipient Email')
attachment_names = fields.Text(string='Attachments')
status = fields.Selection(
[('sent', 'Sent'), ('failed', 'Failed')],
string='Status', default='sent',
)
error_message = fields.Text(string='Error Message')
mail_mail_id = fields.Many2one('mail.mail', string='Mail Record')

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# -*- coding: utf-8 -*-
# Copyright 2026 Nexa Systems Inc.
# License OPL-1 (Odoo Proprietary License v1.0)
# Part of the Fusion Plating product family.
from odoo import fields, models
TRIGGER_EVENTS = [
('so_confirmed', 'Order Confirmed'),
('parts_received', 'Parts Received'),
('mo_complete', 'Manufacturing Complete'),
('shipment', 'Shipment (Carrier)'),
('delivery', 'Delivery (Local)'),
('invoice_posted', 'Invoice Posted'),
('deposit_created', 'Deposit Required'),
]
class FpNotificationTemplate(models.Model):
"""Configurable notification wrapper.
Each record maps a trigger event to a mail.template and controls
whether the notification fires and what attachments are included.
"""
_name = 'fp.notification.template'
_description = 'Fusion Plating — Notification Template'
_order = 'trigger_event'
name = fields.Char(string='Template Name', required=True)
trigger_event = fields.Selection(
TRIGGER_EVENTS, string='Trigger Event', required=True,
)
mail_template_id = fields.Many2one(
'mail.template', string='Email Template',
help='The Odoo mail template used to render and send the email.',
)
active = fields.Boolean(string='Active', default=True)
attach_coc = fields.Boolean(string='Attach CoC')
attach_thickness_report = fields.Boolean(string='Attach Thickness Report')
attach_invoice = fields.Boolean(string='Attach Invoice')
attach_packing_list = fields.Boolean(string='Attach Packing List')
attach_pod = fields.Boolean(string='Attach Proof of Delivery')
cc_internal_ids = fields.Many2many(
'res.users', 'fp_notification_template_cc_rel',
'template_id', 'user_id', string='CC (Internal)',
)
_sql_constraints = [
('fp_notification_trigger_uniq', 'unique(trigger_event)',
'Only one notification template per trigger event.'),
]

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# -*- coding: utf-8 -*-
# Copyright 2026 Nexa Systems Inc.
# License OPL-1 (Odoo Proprietary License v1.0)
# Part of the Fusion Plating product family.
import logging
from odoo import models
_logger = logging.getLogger(__name__)
class FpReceiving(models.Model):
_inherit = 'fp.receiving'
def action_accept(self):
res = super().action_accept()
for rec in self:
self._send_fp_notification(
'parts_received', rec, rec.partner_id,
sale_order=rec.sale_order_id,
)
return res
def _send_fp_notification(self, trigger_event, record, partner, sale_order=None):
"""Send a notification email and log it."""
template = self.env['fp.notification.template'].search(
[('trigger_event', '=', trigger_event), ('active', '=', True)], limit=1,
)
if not template or not template.mail_template_id:
return
try:
template.mail_template_id.send_mail(record.id, force_send=False)
self.env['fp.notification.log'].create({
'template_id': template.id,
'trigger_event': trigger_event,
'sale_order_id': sale_order.id if sale_order else False,
'partner_id': partner.id if partner else False,
'recipient_email': partner.email if partner else '',
'status': 'sent',
})
except Exception as e:
_logger.warning('FP notification failed (%s): %s', trigger_event, e)
self.env['fp.notification.log'].create({
'template_id': template.id,
'trigger_event': trigger_event,
'sale_order_id': sale_order.id if sale_order else False,
'partner_id': partner.id if partner else False,
'recipient_email': partner.email if partner else '',
'status': 'failed',
'error_message': str(e),
})

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# -*- coding: utf-8 -*-
# Copyright 2026 Nexa Systems Inc.
# License OPL-1 (Odoo Proprietary License v1.0)
# Part of the Fusion Plating product family.
import logging
from odoo import models
_logger = logging.getLogger(__name__)
class SaleOrder(models.Model):
_inherit = 'sale.order'
def action_confirm(self):
res = super().action_confirm()
for order in self:
self._send_fp_notification(
'so_confirmed', order, order.partner_id, sale_order=order,
)
return res
def _send_fp_notification(self, trigger_event, record, partner, sale_order=None):
"""Send a notification email and log it."""
template = self.env['fp.notification.template'].search(
[('trigger_event', '=', trigger_event), ('active', '=', True)], limit=1,
)
if not template or not template.mail_template_id:
return
try:
template.mail_template_id.send_mail(record.id, force_send=False)
self.env['fp.notification.log'].create({
'template_id': template.id,
'trigger_event': trigger_event,
'sale_order_id': sale_order.id if sale_order else False,
'partner_id': partner.id if partner else False,
'recipient_email': partner.email if partner else '',
'status': 'sent',
})
except Exception as e:
_logger.warning('FP notification failed (%s): %s', trigger_event, e)
self.env['fp.notification.log'].create({
'template_id': template.id,
'trigger_event': trigger_event,
'sale_order_id': sale_order.id if sale_order else False,
'partner_id': partner.id if partner else False,
'recipient_email': partner.email if partner else '',
'status': 'failed',
'error_message': str(e),
})

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id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
access_fp_notification_template_operator,fp.notification.template.operator,model_fp_notification_template,fusion_plating.group_fusion_plating_operator,1,0,0,0
access_fp_notification_template_manager,fp.notification.template.manager,model_fp_notification_template,fusion_plating.group_fusion_plating_manager,1,1,1,1
access_fp_notification_log_operator,fp.notification.log.operator,model_fp_notification_log,fusion_plating.group_fusion_plating_operator,1,0,0,0
access_fp_notification_log_supervisor,fp.notification.log.supervisor,model_fp_notification_log,fusion_plating.group_fusion_plating_supervisor,1,1,1,0
access_fp_notification_log_manager,fp.notification.log.manager,model_fp_notification_log,fusion_plating.group_fusion_plating_manager,1,1,1,1
1 id name model_id:id group_id:id perm_read perm_write perm_create perm_unlink
2 access_fp_notification_template_operator fp.notification.template.operator model_fp_notification_template fusion_plating.group_fusion_plating_operator 1 0 0 0
3 access_fp_notification_template_manager fp.notification.template.manager model_fp_notification_template fusion_plating.group_fusion_plating_manager 1 1 1 1
4 access_fp_notification_log_operator fp.notification.log.operator model_fp_notification_log fusion_plating.group_fusion_plating_operator 1 0 0 0
5 access_fp_notification_log_supervisor fp.notification.log.supervisor model_fp_notification_log fusion_plating.group_fusion_plating_supervisor 1 1 1 0
6 access_fp_notification_log_manager fp.notification.log.manager model_fp_notification_log fusion_plating.group_fusion_plating_manager 1 1 1 1

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<?xml version="1.0" encoding="utf-8"?>
<odoo>
<!-- ============================================================ -->
<!-- Notification Log — List -->
<!-- ============================================================ -->
<record id="view_fp_notification_log_list" model="ir.ui.view">
<field name="name">fp.notification.log.list</field>
<field name="model">fp.notification.log</field>
<field name="arch" type="xml">
<list default_order="sent_date desc">
<field name="sent_date"/>
<field name="trigger_event"/>
<field name="partner_id" string="Customer"/>
<field name="recipient_email"/>
<field name="status" widget="badge"
decoration-success="status == 'sent'"
decoration-danger="status == 'failed'"/>
<field name="template_id"/>
</list>
</field>
</record>
<!-- ============================================================ -->
<!-- Notification Log — Form -->
<!-- ============================================================ -->
<record id="view_fp_notification_log_form" model="ir.ui.view">
<field name="name">fp.notification.log.form</field>
<field name="model">fp.notification.log</field>
<field name="arch" type="xml">
<form edit="0">
<sheet>
<group>
<group>
<field name="sent_date"/>
<field name="trigger_event"/>
<field name="template_id"/>
<field name="status" widget="badge"
decoration-success="status == 'sent'"
decoration-danger="status == 'failed'"/>
</group>
<group>
<field name="partner_id" string="Customer"/>
<field name="recipient_email"/>
<field name="sale_order_id"/>
<field name="mail_mail_id"/>
</group>
</group>
<group string="Attachments" invisible="not attachment_names">
<field name="attachment_names" nolabel="1" colspan="2"/>
</group>
<group string="Error Details" invisible="status != 'failed'">
<field name="error_message" nolabel="1" colspan="2"/>
</group>
</sheet>
</form>
</field>
</record>
<!-- ============================================================ -->
<!-- Notification Log — Search -->
<!-- ============================================================ -->
<record id="view_fp_notification_log_search" model="ir.ui.view">
<field name="name">fp.notification.log.search</field>
<field name="model">fp.notification.log</field>
<field name="arch" type="xml">
<search>
<field name="partner_id" string="Customer"/>
<field name="trigger_event"/>
<separator/>
<filter name="filter_sent" string="Sent"
domain="[('status', '=', 'sent')]"/>
<filter name="filter_failed" string="Failed"
domain="[('status', '=', 'failed')]"/>
<separator/>
<filter name="filter_today" string="Today"
domain="[('sent_date', '&gt;=', (context_today()).strftime('%Y-%m-%d'))]"/>
<filter name="filter_this_week" string="This Week"
domain="[('sent_date', '&gt;=', (context_today() - datetime.timedelta(days=context_today().weekday())).strftime('%Y-%m-%d'))]"/>
<separator/>
<group expand="1">
<filter name="group_trigger" string="Trigger Event"
context="{'group_by': 'trigger_event'}"/>
<filter name="group_status" string="Status"
context="{'group_by': 'status'}"/>
<filter name="group_partner" string="Customer"
context="{'group_by': 'partner_id'}"/>
</group>
</search>
</field>
</record>
<!-- ============================================================ -->
<!-- Notification Log — Action -->
<!-- ============================================================ -->
<record id="action_fp_notification_log" model="ir.actions.act_window">
<field name="name">Notification Log</field>
<field name="res_model">fp.notification.log</field>
<field name="view_mode">list,form</field>
<field name="search_view_id" ref="view_fp_notification_log_search"/>
<field name="help" type="html">
<p class="o_view_nocontent_smiling_face">
No notifications sent yet
</p>
<p>
This log records every notification email sent by the system,
including failures for troubleshooting.
</p>
</field>
</record>
</odoo>

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<?xml version="1.0" encoding="utf-8"?>
<odoo>
<!-- ============================================================ -->
<!-- Notification Template — List -->
<!-- ============================================================ -->
<record id="view_fp_notification_template_list" model="ir.ui.view">
<field name="name">fp.notification.template.list</field>
<field name="model">fp.notification.template</field>
<field name="arch" type="xml">
<list decoration-muted="not active">
<field name="name"/>
<field name="trigger_event"/>
<field name="mail_template_id"/>
<field name="active" widget="boolean_toggle"/>
</list>
</field>
</record>
<!-- ============================================================ -->
<!-- Notification Template — Form -->
<!-- ============================================================ -->
<record id="view_fp_notification_template_form" model="ir.ui.view">
<field name="name">fp.notification.template.form</field>
<field name="model">fp.notification.template</field>
<field name="arch" type="xml">
<form>
<sheet>
<div class="oe_title">
<h1>
<field name="name" placeholder="e.g. Order Confirmed Notification"/>
</h1>
</div>
<group>
<group>
<field name="trigger_event"/>
<field name="mail_template_id"/>
</group>
<group>
<field name="active" widget="boolean_toggle"/>
</group>
</group>
<group string="Attachments">
<group>
<field name="attach_coc"/>
<field name="attach_thickness_report"/>
<field name="attach_invoice"/>
</group>
<group>
<field name="attach_packing_list"/>
<field name="attach_pod"/>
</group>
</group>
<group string="CC Recipients">
<field name="cc_internal_ids" widget="many2many_tags" nolabel="1" colspan="2"/>
</group>
</sheet>
</form>
</field>
</record>
<!-- ============================================================ -->
<!-- Notification Template — Search -->
<!-- ============================================================ -->
<record id="view_fp_notification_template_search" model="ir.ui.view">
<field name="name">fp.notification.template.search</field>
<field name="model">fp.notification.template</field>
<field name="arch" type="xml">
<search>
<field name="name"/>
<field name="trigger_event"/>
<filter name="filter_active" string="Active" domain="[('active', '=', True)]"/>
<filter name="filter_inactive" string="Inactive" domain="[('active', '=', False)]"/>
</search>
</field>
</record>
<!-- ============================================================ -->
<!-- Notification Template — Action -->
<!-- ============================================================ -->
<record id="action_fp_notification_template" model="ir.actions.act_window">
<field name="name">Notification Templates</field>
<field name="res_model">fp.notification.template</field>
<field name="view_mode">list,form</field>
<field name="search_view_id" ref="view_fp_notification_template_search"/>
<field name="context">{'active_test': False}</field>
<field name="help" type="html">
<p class="o_view_nocontent_smiling_face">
Create a notification template
</p>
<p>
Map trigger events to email templates to automatically notify
customers at key workflow milestones.
</p>
</field>
</record>
</odoo>

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<?xml version="1.0" encoding="utf-8"?>
<odoo>
<menuitem id="menu_fp_notification_templates"
name="Notification Templates"
parent="fusion_plating.menu_fp_config"
action="action_fp_notification_template"
sequence="80"
groups="fusion_plating.group_fusion_plating_manager"/>
<menuitem id="menu_fp_notification_log"
name="Notification Log"
parent="fusion_plating.menu_fp_config"
action="action_fp_notification_log"
sequence="85"
groups="fusion_plating.group_fusion_plating_supervisor"/>
</odoo>