Merge Phase 4: AI-augmented customer follow-ups

37 tasks shipped on fusion_accounting/phase-4-followup:
- fusion.followup.engine (7-method API: get_overdue, compute_level, send, escalate, pause, reset, snapshot_history)
- 6 aging buckets + 3-level dunning + tone selector
- 5 persisted models (level, run, text_cache, partner inherit, move_line inherit)
- AI: payment risk scoring + LLM follow-up text + templated fallback
- 6 JSON-RPC controller endpoints + reactive frontend service
- 5 OWL components + SCSS + dark mode
- Batch wizard + 2 cron jobs (daily scan + weekly risk refresh)
- 3 default mail templates + 3 default levels
- Migration wizard backfill from account_followup
- Coexistence with Enterprise
- 106 tests passing
- All P95 perf metrics within 1x of budget

ALL 4 PHASES COMPLETE — replaces account_accountant + account_reports + account_asset + account_followup.

fusion_plating/fusion_plating_bridge_mrp/__manifest__.py

@@ -5,7 +5,7 @@
 
 {
     "name": "Fusion Plating — MRP Bridge",
-    'version': '19.0.6.10.0',
+    'version': '19.0.7.0.0',
     'category': 'Manufacturing/Plating',
     'summary': 'Bridge Fusion Plating facilities, baths and tanks to Odoo MRP work orders.',
     'description': """
@@ -58,6 +58,7 @@ Copyright (c) 2026 Nexa Systems Inc. All rights reserved.
     'data': [
         'security/ir.model.access.csv',
         'data/fp_work_role_data.xml',
+        'data/fp_cron_data.xml',
         'wizard/fp_recipe_config_wizard_views.xml',
         'views/mrp_workcenter_views.xml',
         'views/mrp_workorder_views.xml',

fusion_plating/fusion_plating_bridge_mrp/models/mrp_production.py

@@ -58,6 +58,28 @@ class MrpProduction(models.Model):
         compute='_compute_override_count',
     )
 
+    # ---- WO grouping + start-at-node (from direct-order wizard Phases B/C) ----
+    x_fc_wo_group_tag = fields.Char(
+        string='WO Group Tag',
+        help='Free-text tag shared by all SO lines batched into this MO. '
+             'Blank means the MO is for a single untagged line.',
+        tracking=True,
+    )
+    x_fc_sale_order_line_ids = fields.Many2many(
+        'sale.order.line',
+        'fp_mrp_production_sale_order_line_rel',
+        'production_id', 'sale_order_line_id',
+        string='Source SO Lines',
+        help='The sale.order.line rows that feed this MO. Populated when '
+             'bridge_mrp batches multiple lines into one MO by WO group tag.',
+    )
+    x_fc_start_at_node_id = fields.Many2one(
+        'fusion.plating.process.node',
+        string='Start at Node',
+        help='For rework: WO generation skips recipe nodes that come '
+             'before this one. Copied from the first SO line that set it.',
+    )
+
     # ------------------------------------------------------------------
     # T1.4 — Rework / strip-and-replate
     # ------------------------------------------------------------------
@@ -418,6 +440,26 @@ class MrpProduction(models.Model):
             for override in production.x_fc_override_ids:
                 override_map[override.node_id.id] = override.included
 
+            # Start-at-node: if set, build the set of node IDs that are
+            # "at or descended from" the start node OR on its ancestor
+            # path (so we keep the containing recipe / sub-processes
+            # visible but skip sibling branches that come before the
+            # start point).
+            start_node = production.x_fc_start_at_node_id
+            allowed_ids = None  # None = include everything
+            if start_node:
+                # Descendants (inclusive)
+                descendants = self.env['fusion.plating.process.node'].search([
+                    ('id', 'child_of', start_node.id),
+                ])
+                # Ancestors (excluding self — already in descendants)
+                ancestors = self.env['fusion.plating.process.node']
+                cur = start_node.parent_id
+                while cur:
+                    ancestors |= cur
+                    cur = cur.parent_id
+                allowed_ids = set(descendants.ids) | set(ancestors.ids)
+
             # Bind the source SO once per production so walk_node closure
             # can read coating config / spec without an extra search per WO.
             so = False
@@ -433,13 +475,18 @@ class MrpProduction(models.Model):
 
             def _is_node_included(node):
                 """Determine if a node should be included based on opt-in/out
-                logic and per-job overrides.
+                logic, per-job overrides, and start-at-node filter.
 
                 - disabled: always included (not configurable)
                 - opt_in:   excluded by default, included only with override
                 - opt_out:  included by default, excluded only with override
+                - If start_at_node is set, nodes outside the allowed
+                  subtree (at-or-below start_node, plus its ancestors)
+                  are always excluded.
                 """
                 nid = node.id
+                if allowed_ids is not None and nid not in allowed_ids:
+                    return False
                 opt = node.opt_in_out or 'disabled'
                 if opt == 'disabled':
                     return True
@@ -492,6 +539,11 @@ class MrpProduction(models.Model):
                         'workcenter_id': mrp_wc,
                         'duration_expected': node.estimated_duration or 0,
                         'sequence': seq_counter[0],
+                        # Persist the link back to the recipe node so
+                        # downstream behaviour (auto-complete, sign-off,
+                        # automated-vs-manual gating, customer-visibility)
+                        # can resolve in O(1) instead of joining by name.
+                        'x_fc_recipe_node_id': node.id,
                     }
                     # Recipe estimated_duration also fills the WO's
                     # x_fc_dwell_time_minutes — operators see the recipe-
@@ -578,27 +630,69 @@ class MrpProduction(models.Model):
     # Recipe auto-assignment from SO coating config
     # ------------------------------------------------------------------
     def _auto_assign_recipe_from_so(self):
-        """If no recipe is set, pull the default recipe from the SO's
-        coating config (fp.coating.config.recipe_id).
+        """Pull the default recipe for this MO when none is set.
+
+        Resolution order:
+          1. SO coating config (fp.coating.config.recipe_id)
+          2. Recipe whose product_id matches the MO's product
+             (Steelhead "Product" link on the recipe)
+
+        Then, regardless of how the recipe was picked, apply its
+        `default_lead_time` to MO.date_planned_finished if the planner
+        hasn't already overridden the date.
         """
+        from datetime import timedelta
+        ProcessNode = self.env['fusion.plating.process.node']
         for mo in self:
-            if mo.x_fc_recipe_id:
-                continue  # Already set — respect planner's choice
-            if not mo.origin:
-                continue
-            so = self.env['sale.order'].search(
-                [('name', '=', mo.origin)], limit=1,
-            )
-            if not so or 'x_fc_coating_config_id' not in so._fields:
-                continue
-            coating = so.x_fc_coating_config_id
-            if coating and coating.recipe_id:
-                mo.x_fc_recipe_id = coating.recipe_id
-                mo.message_post(
-                    body=_('Recipe "%s" auto-assigned from coating config "%s".') % (
-                        coating.recipe_id.name, coating.name,
-                    ),
+            if not mo.x_fc_recipe_id:
+                # 1. SO coating config (legacy path)
+                so = False
+                if mo.origin:
+                    so = self.env['sale.order'].search(
+                        [('name', '=', mo.origin)], limit=1,
+                    )
+                if so and 'x_fc_coating_config_id' in so._fields:
+                    coating = so.x_fc_coating_config_id
+                    if coating and coating.recipe_id:
+                        mo.x_fc_recipe_id = coating.recipe_id
+                        mo.message_post(
+                            body=_('Recipe "%s" auto-assigned from coating config "%s".') % (
+                                coating.recipe_id.name, coating.name,
+                            ),
+                        )
+                # 2. Recipe.product_id == MO product
+                if not mo.x_fc_recipe_id and mo.product_id:
+                    by_product = ProcessNode.sudo().search([
+                        ('node_type', '=', 'recipe'),
+                        ('product_id', '=', mo.product_id.id),
+                    ], limit=1)
+                    if by_product:
+                        mo.x_fc_recipe_id = by_product
+                        mo.message_post(
+                            body=_('Recipe "%s" auto-assigned from product "%s".') % (
+                                by_product.name, mo.product_id.display_name,
+                            ),
+                        )
+
+            # Lead-time application — recipe lead time wins only if the
+            # MO's planned finish was at the model default (i.e. operator
+            # hasn't deliberately scheduled a date).
+            recipe = mo.x_fc_recipe_id
+            if recipe and recipe.default_lead_time and not mo.date_finished:
+                target = fields.Datetime.now() + timedelta(
+                    days=recipe.default_lead_time,
                 )
+                # Don't overwrite if the planner already set a tighter
+                # (earlier) commit date — only push it later if no commit.
+                if not mo.date_finished or mo.date_finished < target:
+                    mo.date_finished = target
+                    mo.message_post(
+                        body=_(
+                            'Planned finish set to %s '
+                            '(recipe "%s" default lead time = %.1f days).'
+                        ) % (target.strftime('%Y-%m-%d %H:%M'),
+                             recipe.name, recipe.default_lead_time),
+                    )
 
     # ------------------------------------------------------------------
     # GAP 2: SO confirm → MO confirm → auto-create Portal Job + WOs

fusion_plating/fusion_plating_bridge_mrp/models/sale_order.py

@@ -94,23 +94,132 @@ class SaleOrder(models.Model):
         return res
 
     def _fp_auto_create_mo(self):
-        """Create one draft MO per SO that doesn't already have one.
+        """Create draft MO(s) for this SO, grouping by x_fc_wo_group_tag.
 
-        Resolution order for the manufactured product:
-          1. The configurator's part catalog → linked product (if any).
-          2. The configurator's coating config → linked product (if any).
-          3. The shop's fallback FP-WIDGET (used for service-line orders).
+        Grouping rules (new in v19.0.7.x):
+          - Lines sharing a non-empty x_fc_wo_group_tag collapse into ONE MO
+            with product = first line's part product, qty = sum of line
+            qtys, recipe = first line's coating_config.recipe_id.
+          - Lines with blank tag each get their own MO (one-to-one with
+            the line).
+          - If the SO has no plating lines at all, fall back to the legacy
+            one-MO-per-SO path using configurator data.
 
-        Resolution for the recipe:
-          1. configurator.coating_config_id.recipe_id (if the field exists)
-          2. configurator.part_catalog_id.recipe_id (if the field exists)
-          3. The first installed fp.process.node of node_type='recipe'.
+        Idempotent: skips any group for which an MO with matching
+        (origin, x_fc_wo_group_tag) already exists.
         """
         self.ensure_one()
         Production = self.env['mrp.production']
-        existing = Production.search_count([('origin', '=', self.name)])
-        if existing:
-            return  # idempotent
+        existing_tags = set(Production.search([
+            ('origin', '=', self.name),
+        ]).mapped('x_fc_wo_group_tag'))
+
+        # Build groups from SO lines that carry plating data
+        plating_lines = self.order_line.filtered(
+            lambda l: l.x_fc_part_catalog_id or l.x_fc_coating_config_id
+        )
+        if not plating_lines:
+            return self._fp_auto_create_mo_legacy()
+
+        groups = {}  # {tag_or_line_key: [lines]}
+        for line in plating_lines:
+            key = line.x_fc_wo_group_tag or ('__line__%d' % line.id)
+            groups.setdefault(key, []).append(line)
+
+        created = []
+        for key, lines in groups.items():
+            tag = lines[0].x_fc_wo_group_tag or False
+            # Skip if we already have an MO for this (origin, tag) pair.
+            # Untagged keys are 1:1 with lines; use the line ID in sudo
+            # check via existing MOs' line links.
+            if tag and tag in existing_tags:
+                continue
+            if not tag:
+                # Untagged idempotency — check if any existing MO points
+                # at this line via x_fc_sale_order_line_ids.
+                if Production.search_count([
+                    ('origin', '=', self.name),
+                    ('x_fc_sale_order_line_ids', 'in', [lines[0].id]),
+                ]):
+                    continue
+
+            # Resolve product: part catalog's linked product if any, else
+            # FP-WIDGET fallback.
+            product = False
+            for ln in lines:
+                pc = ln.x_fc_part_catalog_id
+                if pc and 'product_id' in pc._fields and pc.product_id:
+                    product = pc.product_id
+                    break
+            if not product:
+                product = self.env['product.product'].search(
+                    [('default_code', '=', 'FP-WIDGET')], limit=1,
+                )
+            if not product:
+                self.message_post(body=_(
+                    'Auto-MO skipped (group %s) — no manufacturable '
+                    'product available.'
+                ) % (tag or 'single-line'))
+                continue
+
+            # Recipe: first line's coating -> recipe_id.
+            recipe = False
+            for ln in lines:
+                cc = ln.x_fc_coating_config_id
+                if cc and 'recipe_id' in cc._fields and cc.recipe_id:
+                    recipe = cc.recipe_id
+                    break
+            if not recipe:
+                recipe = self.env['fusion.plating.process.node'].search(
+                    [('node_type', '=', 'recipe')], limit=1,
+                )
+
+            qty = sum(ln.product_uom_qty for ln in lines) or 1
+            # Start-at-node: first non-blank wins
+            start_node = False
+            for ln in lines:
+                if ln.x_fc_start_at_node_id:
+                    start_node = ln.x_fc_start_at_node_id
+                    break
+
+            mo_vals = {
+                'product_id': product.id,
+                'product_qty': qty,
+                'product_uom_id': product.uom_id.id,
+                'origin': self.name,
+                'x_fc_wo_group_tag': tag or False,
+                'x_fc_sale_order_line_ids': [(6, 0, [ln.id for ln in lines])],
+            }
+            if recipe and 'x_fc_recipe_id' in Production._fields:
+                mo_vals['x_fc_recipe_id'] = recipe.id
+            if start_node:
+                mo_vals['x_fc_start_at_node_id'] = start_node.id
+            mo = Production.create(mo_vals)
+            created.append((mo, tag, len(lines)))
+
+        if created:
+            lines_html = '<br/>'.join([
+                _('MO <a href="/odoo/manufacturing/%s">%s</a> '
+                  '(%s, %d source line%s)') % (
+                      mo.id, mo.name, tag or 'untagged',
+                      n, 's' if n != 1 else ''
+                  )
+                for mo, tag, n in created
+            ])
+            self.message_post(body=Markup(_(
+                '%d draft manufacturing order(s) auto-created:<br/>%s'
+            )) % (len(created), lines_html))
+
+    def _fp_auto_create_mo_legacy(self):
+        """Fallback for SOs with no plating order_line data (service lines).
+
+        Preserves the pre-v19.0.7 behaviour: one MO per SO using the
+        configurator's part / coating / recipe references.
+        """
+        self.ensure_one()
+        Production = self.env['mrp.production']
+        if Production.search_count([('origin', '=', self.name)]):
+            return
 
         cfg = self.x_fc_configurator_id if 'x_fc_configurator_id' in self._fields else False
         product = False
@@ -132,8 +241,7 @@ class SaleOrder(models.Model):
             )
         if not product:
             self.message_post(body=_(
-                'Auto-MO skipped — no manufacturable product available '
-                '(neither part catalog nor FP-WIDGET fallback resolved).'
+                'Auto-MO skipped — no manufacturable product available.'
             ))
             return
 
@@ -149,8 +257,7 @@ class SaleOrder(models.Model):
         mo = Production.create(mo_vals)
         self.message_post(body=Markup(_(
             'Draft Manufacturing Order <a href="/odoo/manufacturing/%s">%s</a> '
-            'auto-created. Accept the parts and click <b>Assign to Me</b> to '
-            'release it to the floor.'
+            'auto-created (legacy path).'
         )) % (mo.id, mo.name))
 
     @api.depends(

fusion_plating/fusion_plating_configurator/__manifest__.py

@@ -5,7 +5,7 @@
 
 {
     'name': 'Fusion Plating — Configurator',
-    'version': '19.0.5.2.0',
+    'version': '19.0.8.0.0',
     'category': 'Manufacturing/Plating',
     'summary': 'Quotation configurator with part catalog, coating configs, and formula-based pricing engine.',
     'description': """
@@ -50,6 +50,9 @@ Provides:
         'views/fp_configurator_menu.xml',
         'views/fp_sale_description_template_views.xml',
         'wizard/fp_direct_order_wizard_views.xml',
+        'wizard/fp_add_from_so_wizard_views.xml',
+        'wizard/fp_add_from_quote_wizard_views.xml',
+        'report/report_so_acknowledgement.xml',
         'wizard/fp_part_catalog_import_wizard_views.xml',
         'data/fp_sale_description_template_data.xml',
     ],

fusion_plating/fusion_plating_configurator/models/__init__.py

@@ -12,4 +12,7 @@ from . import fp_customer_price_list
 from . import fp_sale_description_template
 from . import fp_quote_configurator
 from . import sale_order
+from . import sale_order_line
+from . import fp_sale_assembly
 from . import res_partner
+from . import fp_process_node

fusion_plating/fusion_plating_configurator/models/fp_part_catalog.py

@@ -131,6 +131,21 @@ class FpPartCatalog(models.Model):
     notes = fields.Html(string='Notes')
     active = fields.Boolean(string='Active', default=True)
 
+    # ---- Direct-order defaults (Phase C — C4) ----
+    x_fc_default_coating_config_id = fields.Many2one(
+        'fp.coating.config',
+        string='Default Treatment',
+        help='Default coating applied when this part is dropped onto a '
+             'direct order line. Updated when "Save as Default" is ticked.',
+    )
+    x_fc_default_treatment_ids = fields.Many2many(
+        'fp.treatment',
+        relation='fp_part_catalog_default_treatment_rel',
+        string='Default Additional Treatments',
+        help='Default additional treatments. Seeded when "Save as Default" '
+             'is ticked on a direct order line.',
+    )
+
     # Substrate density mapping (g/cm³) for material weight calculation
     _SUBSTRATE_DENSITY = {
         'aluminium': 2.70,

fusion_plating/fusion_plating_configurator/models/fp_sale_assembly.py

@@ -0,0 +1,69 @@
+# -*- 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 api, fields, models
+
+
+class FpSaleAssembly(models.Model):
+    """Hierarchical kit / assembly on a sale order line.
+
+    A sale.order.line can carry child parts that make up an assembly.
+    Useful when the customer sends a kit (e.g. housing + cover + two
+    bolts) and each sub-part needs its own receive count + processing
+    status but they all bill as one kit.
+
+    Phase D11 shipped minimal: just the data model. Full UX (hierarchy
+    kanban, procurement tracking) is a follow-on.
+    """
+    _name = 'fp.sale.assembly'
+    _description = 'Fusion Plating - Sales Order Assembly'
+    _order = 'sequence, id'
+
+    name = fields.Char(string='Assembly Name', required=True)
+    sequence = fields.Integer(default=10)
+    sale_order_line_id = fields.Many2one(
+        'sale.order.line', string='Parent SO Line',
+        required=True, ondelete='cascade',
+    )
+    order_id = fields.Many2one(
+        'sale.order', related='sale_order_line_id.order_id',
+        store=True, readonly=True,
+    )
+    partner_id = fields.Many2one(
+        related='order_id.partner_id', store=True, readonly=True,
+    )
+    line_ids = fields.One2many(
+        'fp.sale.assembly.line', 'assembly_id',
+        string='Assembly Lines',
+    )
+    ship_to = fields.Char(string='Ship To')
+    count = fields.Integer(string='Count', default=1)
+    procured_count = fields.Integer(
+        string='Procured Count',
+        compute='_compute_procured_count',
+    )
+    completed_at = fields.Datetime(string='Completed At')
+
+    @api.depends('line_ids.procured_qty')
+    def _compute_procured_count(self):
+        for rec in self:
+            rec.procured_count = sum(rec.line_ids.mapped('procured_qty'))
+
+
+class FpSaleAssemblyLine(models.Model):
+    _name = 'fp.sale.assembly.line'
+    _description = 'Fusion Plating - Assembly Line'
+    _order = 'sequence, id'
+
+    name = fields.Char(string='Part Number', required=True)
+    sequence = fields.Integer(default=10)
+    assembly_id = fields.Many2one(
+        'fp.sale.assembly', required=True, ondelete='cascade',
+    )
+    part_catalog_id = fields.Many2one(
+        'fp.part.catalog', string='Part',
+    )
+    qty_per_assembly = fields.Float(string='Qty / Assembly', default=1.0)
+    procured_qty = fields.Float(string='Procured Qty', default=0.0)

fusion_plating/fusion_plating_configurator/models/sale_order.py

@@ -58,6 +58,385 @@ class SaleOrder(models.Model):
         string='Receiving Status', default='not_received', tracking=True,
     )
 
+    # ---- Direct Order rewrite (Phase A) ----
+    x_fc_customer_job_number = fields.Char(
+        string='Customer Job #',
+        help="Customer's internal job number for cross-referencing.",
+        tracking=True,
+    )
+    x_fc_planned_start_date = fields.Date(
+        string='Planned Start Date', tracking=True,
+    )
+    x_fc_internal_deadline = fields.Date(
+        string='Internal Deadline', tracking=True,
+    )
+    x_fc_is_blanket_order = fields.Boolean(
+        string='Is Blanket Sales Order',
+        help='Blanket orders release parts in quantities over time, '
+             'often with a negotiated price and a fixed expiry.',
+        tracking=True,
+    )
+    x_fc_block_partial_shipments = fields.Boolean(
+        string='Block Partial Shipments',
+        help='If set, the order must ship all-or-nothing. '
+             'Partial pickings are blocked.',
+        tracking=True,
+    )
+
+    # ---- Phase D: SO detail view polish ----
+    x_fc_external_note = fields.Html(
+        string='External Notes',
+        help='Customer-visible notes. Appear on the SO acknowledgement '
+             'and customer portal.',
+    )
+    x_fc_internal_note = fields.Html(
+        string='Internal Notes',
+        help='Internal-only notes for the estimator / planner / shop floor.',
+    )
+    x_fc_ship_via = fields.Char(
+        string='Ship Via',
+        help='Carrier or delivery method name (UPS, FedEx, customer pickup, etc.).',
+        tracking=True,
+    )
+    x_fc_contact_phone = fields.Char(
+        related='partner_id.phone', string='Contact Phone', readonly=True,
+    )
+    x_fc_deadline_countdown = fields.Char(
+        string='Deadline',
+        compute='_compute_deadline_countdown',
+    )
+    x_fc_margin_amount = fields.Monetary(
+        string='Margin',
+        compute='_compute_margin', currency_field='currency_id',
+    )
+    x_fc_margin_percent = fields.Float(
+        string='Margin %',
+        compute='_compute_margin',
+    )
+
+    x_fc_workorder_count = fields.Integer(
+        string='Active WOs',
+        compute='_compute_workorder_count',
+    )
+
+    # ---- Phase E: list view helpers ----
+    x_fc_wo_completion = fields.Char(
+        string='WO Progress',
+        compute='_compute_wo_completion',
+        help='Ratio of completed work orders, shown as "3/5 done".',
+    )
+    x_fc_invoiced_amount = fields.Monetary(
+        string='Invoiced',
+        compute='_compute_invoiced_amount',
+        currency_field='currency_id',
+    )
+
+    def _compute_wo_completion(self):
+        WO = self.env['mrp.workorder'].sudo()
+        for rec in self:
+            if not rec.name:
+                rec.x_fc_wo_completion = '0/0'
+                continue
+            total = WO.search_count([('production_id.origin', '=', rec.name)])
+            done = WO.search_count([
+                ('production_id.origin', '=', rec.name),
+                ('state', '=', 'done'),
+            ])
+            rec.x_fc_wo_completion = '%d/%d' % (done, total) if total else '0/0'
+
+    # ---- Phase F: quotes list view polish ----
+    x_fc_follow_up_date = fields.Date(
+        string='Follow-Up Date',
+        help='Date to chase the customer for a decision on this quote.',
+        tracking=True,
+    )
+    x_fc_follow_up_user_id = fields.Many2one(
+        'res.users', string='Follow-Up Owner',
+        help='Who should chase the customer on the follow-up date.',
+    )
+    x_fc_email_status = fields.Selection(
+        [('draft', 'Draft'),
+         ('sent', 'Sent'),
+         ('opened', 'Opened'),
+         ('won', 'Order Received')],
+        string='Email Status',
+        compute='_compute_email_status',
+        store=True,
+    )
+    x_fc_part_numbers_summary = fields.Char(
+        string='Part Numbers',
+        compute='_compute_part_numbers_summary',
+    )
+    x_fc_signed_at = fields.Datetime(
+        string='Signed On', tracking=True,
+        help='When the customer signed / accepted this quote.',
+    )
+    x_fc_signed_by = fields.Char(
+        string='Signed By', tracking=True,
+        help='Name of the customer signatory.',
+    )
+    x_fc_is_signed = fields.Boolean(
+        string='Signed', compute='_compute_is_signed', store=True,
+    )
+
+    @api.depends('x_fc_signed_at')
+    def _compute_is_signed(self):
+        for rec in self:
+            rec.x_fc_is_signed = bool(rec.x_fc_signed_at)
+
+    def action_mark_signed(self):
+        self.ensure_one()
+        self.write({
+            'x_fc_signed_at': fields.Datetime.now(),
+            'x_fc_signed_by': self.partner_id.name,
+        })
+
+    @api.depends('state')
+    def _compute_email_status(self):
+        """Map state + mail tracking to a single visible pill.
+
+        - draft SO with no tracked email sent => draft
+        - sent (Odoo state) => sent
+        - sent + mail opened => opened (detected via mail.message)
+        - state=sale/done => won
+        """
+        for rec in self:
+            if rec.state in ('sale', 'done'):
+                rec.x_fc_email_status = 'won'
+                continue
+            if rec.state == 'draft':
+                rec.x_fc_email_status = 'draft'
+                continue
+            # state == 'sent'
+            opened = False
+            if rec.id:
+                msgs = self.env['mail.message'].sudo().search([
+                    ('model', '=', 'sale.order'),
+                    ('res_id', '=', rec.id),
+                    ('message_type', '=', 'email'),
+                ], limit=10)
+                # mail.notification tracks read timestamps
+                for m in msgs:
+                    if m.notification_ids.filtered(
+                        lambda n: n.is_read
+                    ):
+                        opened = True
+                        break
+            rec.x_fc_email_status = 'opened' if opened else 'sent'
+
+    @api.depends('order_line.x_fc_part_catalog_id.part_number')
+    def _compute_part_numbers_summary(self):
+        for rec in self:
+            parts = rec.order_line.mapped('x_fc_part_catalog_id.part_number')
+            parts = [p for p in parts if p]
+            if not parts:
+                rec.x_fc_part_numbers_summary = False
+                continue
+            if len(parts) <= 2:
+                rec.x_fc_part_numbers_summary = ', '.join(parts)
+            else:
+                rec.x_fc_part_numbers_summary = '%s, %s (+%d more)' % (
+                    parts[0], parts[1], len(parts) - 2,
+                )
+
+    @api.depends('invoice_ids.amount_total', 'invoice_ids.state',
+                 'invoice_ids.move_type')
+    def _compute_invoiced_amount(self):
+        for rec in self:
+            posted = rec.invoice_ids.filtered(
+                lambda m: m.state == 'posted' and m.move_type == 'out_invoice'
+            )
+            refunds = rec.invoice_ids.filtered(
+                lambda m: m.state == 'posted' and m.move_type == 'out_refund'
+            )
+            rec.x_fc_invoiced_amount = (
+                sum(posted.mapped('amount_total'))
+                - sum(refunds.mapped('amount_total'))
+            )
+
+    def _compute_workorder_count(self):
+        WO = self.env['mrp.workorder'].sudo()
+        for rec in self:
+            if not rec.name:
+                rec.x_fc_workorder_count = 0
+                continue
+            rec.x_fc_workorder_count = WO.search_count([
+                ('production_id.origin', '=', rec.name),
+                ('state', 'not in', ('done', 'cancel')),
+            ])
+
+    def action_view_workorders(self):
+        self.ensure_one()
+        return {
+            'type': 'ir.actions.act_window',
+            'name': 'Work Orders',
+            'res_model': 'mrp.workorder',
+            'view_mode': 'list,form',
+            'domain': [('production_id.origin', '=', self.name)],
+            'context': {'search_default_group_production_id': 1},
+        }
+
+    # ---- Quick-nav counts for smart buttons (Phase D9 / D14) ----
+    x_fc_invoice_count = fields.Integer(
+        string='Invoices', compute='_compute_nav_counts',
+    )
+    x_fc_ncr_count = fields.Integer(
+        string='NCRs', compute='_compute_nav_counts',
+    )
+    x_fc_picking_count = fields.Integer(
+        string='Pickings', compute='_compute_nav_counts',
+    )
+    x_fc_attachment_count = fields.Integer(
+        string='Files', compute='_compute_nav_counts',
+    )
+
+    def _compute_nav_counts(self):
+        NCR = self.env.get('fusion.plating.ncr')
+        for rec in self:
+            rec.x_fc_invoice_count = len(rec.invoice_ids)
+            rec.x_fc_picking_count = len(rec.picking_ids)
+            rec.x_fc_attachment_count = self.env['ir.attachment'].sudo().search_count([
+                ('res_model', '=', 'sale.order'),
+                ('res_id', '=', rec.id),
+            ])
+            if NCR and 'sale_order_id' in NCR._fields:
+                rec.x_fc_ncr_count = NCR.sudo().search_count([
+                    ('sale_order_id', '=', rec.id),
+                ])
+            else:
+                rec.x_fc_ncr_count = 0
+
+    def action_view_invoices(self):
+        self.ensure_one()
+        return {
+            'type': 'ir.actions.act_window',
+            'name': 'Invoices',
+            'res_model': 'account.move',
+            'view_mode': 'list,form',
+            'domain': [('id', 'in', self.invoice_ids.ids)],
+        }
+
+    def action_view_pickings(self):
+        self.ensure_one()
+        return {
+            'type': 'ir.actions.act_window',
+            'name': 'Deliveries / Pickings',
+            'res_model': 'stock.picking',
+            'view_mode': 'list,form',
+            'domain': [('id', 'in', self.picking_ids.ids)],
+        }
+
+    def action_view_ncrs(self):
+        self.ensure_one()
+        return {
+            'type': 'ir.actions.act_window',
+            'name': 'NCRs',
+            'res_model': 'fusion.plating.ncr',
+            'view_mode': 'list,form',
+            'domain': [('sale_order_id', '=', self.id)],
+        }
+
+    def action_view_files(self):
+        self.ensure_one()
+        return {
+            'type': 'ir.actions.act_window',
+            'name': 'Files',
+            'res_model': 'ir.attachment',
+            'view_mode': 'kanban,list,form',
+            'domain': [
+                ('res_model', '=', 'sale.order'),
+                ('res_id', '=', self.id),
+            ],
+            'context': {
+                'default_res_model': 'sale.order',
+                'default_res_id': self.id,
+            },
+        }
+
+    def action_view_bom_items(self):
+        """Open SO lines grouped by part catalog (Phase D2)."""
+        self.ensure_one()
+        return {
+            'type': 'ir.actions.act_window',
+            'name': 'BOM Items - %s' % self.name,
+            'res_model': 'sale.order.line',
+            'view_mode': 'kanban,list,form',
+            'views': [
+                (self.env.ref('fusion_plating_configurator.view_sale_order_line_bom_kanban').id, 'kanban'),
+                (False, 'list'),
+                (False, 'form'),
+            ],
+            'domain': [('order_id', '=', self.id)],
+        }
+
+    def action_view_wo_perspective(self):
+        """Open SO lines grouped by WO tag (Phase D10)."""
+        self.ensure_one()
+        return {
+            'type': 'ir.actions.act_window',
+            'name': 'Lines by WO - %s' % self.name,
+            'res_model': 'sale.order.line',
+            'view_mode': 'kanban,list',
+            'views': [
+                (self.env.ref('fusion_plating_configurator.view_sale_order_line_wo_kanban').id, 'kanban'),
+                (False, 'list'),
+            ],
+            'domain': [('order_id', '=', self.id)],
+        }
+
+    @api.depends('commitment_date')
+    def _compute_deadline_countdown(self):
+        from datetime import datetime
+        now = fields.Datetime.now()
+        for rec in self:
+            if not rec.commitment_date:
+                rec.x_fc_deadline_countdown = False
+                continue
+            target = rec.commitment_date
+            if isinstance(target, datetime):
+                delta = target - now
+            else:
+                from datetime import datetime as _dt
+                delta = _dt.combine(target, _dt.min.time()) - now
+            secs = int(delta.total_seconds())
+            if secs == 0:
+                rec.x_fc_deadline_countdown = 'due now'
+                continue
+            past = secs < 0
+            secs = abs(secs)
+            days = secs // 86400
+            hours = (secs % 86400) // 3600
+            mins = (secs % 3600) // 60
+            bits = []
+            if days:
+                bits.append('%dd' % days)
+            if hours:
+                bits.append('%dh' % hours)
+            if mins and not days:
+                bits.append('%dm' % mins)
+            phrase = ' '.join(bits) or '<1m'
+            rec.x_fc_deadline_countdown = (
+                'overdue %s' % phrase if past else 'in %s' % phrase
+            )
+
+    @api.depends('order_line.price_subtotal', 'amount_untaxed')
+    def _compute_margin(self):
+        """Simple margin: untaxed total minus rolled-up cost from coating configs."""
+        for rec in self:
+            cost = 0.0
+            for line in rec.order_line:
+                if line.x_fc_coating_config_id:
+                    # If coating_config has a cost field, use it; otherwise 0.
+                    cost_per_unit = getattr(
+                        line.x_fc_coating_config_id, 'unit_cost', 0.0,
+                    ) or 0.0
+                    cost += cost_per_unit * (line.product_uom_qty or 0)
+            rec.x_fc_margin_amount = (rec.amount_untaxed or 0) - cost
+            rec.x_fc_margin_percent = (
+                (rec.x_fc_margin_amount / rec.amount_untaxed * 100.0)
+                if rec.amount_untaxed else 0.0
+            )
+
     @api.onchange('upload_rfq_file')
     def _onchange_upload_rfq_file(self):
         """Create attachment from uploaded binary and link it."""

fusion_plating/fusion_plating_configurator/models/sale_order_line.py

@@ -0,0 +1,62 @@
+# -*- 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
+
+
+class SaleOrderLine(models.Model):
+    _inherit = 'sale.order.line'
+
+    x_fc_part_catalog_id = fields.Many2one(
+        'fp.part.catalog', string='Part',
+    )
+    x_fc_coating_config_id = fields.Many2one(
+        'fp.coating.config', string='Primary Treatment',
+    )
+    x_fc_treatment_ids = fields.Many2many(
+        'fp.treatment', string='Additional Treatments',
+    )
+    x_fc_part_deadline = fields.Date(string='Part Deadline')
+    x_fc_rush_order = fields.Boolean(string='Rush')
+    x_fc_wo_group_tag = fields.Char(
+        string='Work Order Group',
+        help='Lines sharing a tag (e.g. "WO#1") will be batched into one '
+             'manufacturing order when bridge_mrp generates MOs.',
+    )
+    x_fc_part_wo_description = fields.Text(
+        string='On Work Order',
+        help='Extra detail printed on the work order travelling sheet. '
+             'Separate from the customer-facing line description.',
+    )
+    x_fc_start_at_node_id = fields.Many2one(
+        'fusion.plating.process.node',
+        string='Start at Node',
+        help='For re-work jobs: pick the recipe step where this job '
+             'should begin. bridge_mrp skips ancestor steps.',
+    )
+    x_fc_is_one_off = fields.Boolean(
+        string='One-off Part',
+        help='Flag for prototype / non-catalog parts that should not be '
+             'reused after this order.',
+    )
+    x_fc_quote_id = fields.Many2one(
+        'fp.quote.configurator',
+        string='Linked Quote',
+        help='Quote that seeded this line. Links back for audit trail.',
+    )
+    x_fc_archived = fields.Boolean(
+        string='Archived',
+        default=False,
+        help='Archived lines are hidden from the default list view but '
+             'preserved for audit. Useful when a part is cancelled mid-order.',
+    )
+
+    def action_archive_line(self):
+        self.write({'x_fc_archived': True})
+        return True
+
+    def action_unarchive_line(self):
+        self.write({'x_fc_archived': False})
+        return True

fusion_plating/fusion_plating_configurator/report/report_so_acknowledgement.xml

@@ -0,0 +1,162 @@
+<?xml version="1.0" encoding="utf-8"?>
+<!--
+    Copyright 2026 Nexa Systems Inc.
+    License OPL-1 (Odoo Proprietary License v1.0)
+    Part of the Fusion Plating product family.
+
+    Sales Order Acknowledgement PDF (Phase D7) — a customer-facing
+    confirmation sent shortly after action_confirm. Includes external
+    notes, deadlines, and a signature block.
+-->
+<odoo>
+
+    <record id="action_report_fp_so_acknowledgement" model="ir.actions.report">
+        <field name="name">Sales Order Acknowledgement</field>
+        <field name="model">sale.order</field>
+        <field name="report_type">qweb-pdf</field>
+        <field name="report_name">fusion_plating_configurator.report_fp_so_acknowledgement_doc</field>
+        <field name="report_file">fusion_plating_configurator.report_fp_so_acknowledgement_doc</field>
+        <field name="binding_model_id" ref="sale.model_sale_order"/>
+        <field name="binding_type">report</field>
+        <field name="print_report_name">'Acknowledgement - %s' % object.name</field>
+    </record>
+
+    <template id="report_fp_so_acknowledgement_doc">
+        <t t-call="web.html_container">
+            <t t-foreach="docs" t-as="doc">
+                <t t-call="web.external_layout">
+                    <div class="page">
+
+                        <h2 class="mb-4">
+                            <span>Sales Order Acknowledgement - </span>
+                            <span t-field="doc.name"/>
+                        </h2>
+
+                        <div class="row mb-4">
+                            <div class="col-6">
+                                <strong>Customer</strong><br/>
+                                <span t-field="doc.partner_id"/><br/>
+                                <span t-if="doc.x_fc_contact_phone"
+                                      t-field="doc.x_fc_contact_phone"/>
+                            </div>
+                            <div class="col-6">
+                                <strong>References</strong><br/>
+                                <span>Customer PO: </span>
+                                <span t-field="doc.x_fc_po_number"/><br/>
+                                <t t-if="doc.x_fc_customer_job_number">
+                                    <span>Customer Job #: </span>
+                                    <span t-field="doc.x_fc_customer_job_number"/><br/>
+                                </t>
+                            </div>
+                        </div>
+
+                        <div class="row mb-4">
+                            <div class="col-6">
+                                <strong>Bill To</strong><br/>
+                                <div t-field="doc.partner_invoice_id"
+                                     t-options='{"widget": "contact", "fields": ["address"], "no_marker": true}'/>
+                            </div>
+                            <div class="col-6">
+                                <strong>Ship To</strong><br/>
+                                <div t-field="doc.partner_shipping_id"
+                                     t-options='{"widget": "contact", "fields": ["address"], "no_marker": true}'/>
+                            </div>
+                        </div>
+
+                        <div class="row mb-4">
+                            <div class="col-4">
+                                <strong>Planned Start:</strong>
+                                <span t-field="doc.x_fc_planned_start_date"/>
+                            </div>
+                            <div class="col-4">
+                                <strong>Customer Deadline:</strong>
+                                <span t-field="doc.commitment_date"/>
+                            </div>
+                            <div class="col-4">
+                                <strong>Ship Via:</strong>
+                                <span t-field="doc.x_fc_ship_via"/>
+                            </div>
+                        </div>
+
+                        <table class="table table-sm table-bordered">
+                            <thead class="table-light">
+                                <tr>
+                                    <th>Part</th>
+                                    <th>Treatment</th>
+                                    <th class="text-end">Qty</th>
+                                    <th class="text-end">Unit Price</th>
+                                    <th class="text-end">Subtotal</th>
+                                </tr>
+                            </thead>
+                            <tbody>
+                                <tr t-foreach="doc.order_line.filtered(lambda l: not l.x_fc_archived)"
+                                    t-as="line">
+                                    <td>
+                                        <span t-field="line.x_fc_part_catalog_id.part_number"/>
+                                        <br/>
+                                        <small t-field="line.name"/>
+                                    </td>
+                                    <td t-field="line.x_fc_coating_config_id"/>
+                                    <td class="text-end"
+                                        t-field="line.product_uom_qty"/>
+                                    <td class="text-end"
+                                        t-field="line.price_unit"
+                                        t-options='{"widget": "monetary", "display_currency": doc.currency_id}'/>
+                                    <td class="text-end"
+                                        t-field="line.price_subtotal"
+                                        t-options='{"widget": "monetary", "display_currency": doc.currency_id}'/>
+                                </tr>
+                            </tbody>
+                            <tfoot>
+                                <tr>
+                                    <td colspan="4" class="text-end">
+                                        <strong>Total</strong>
+                                    </td>
+                                    <td class="text-end">
+                                        <strong t-field="doc.amount_total"
+                                                t-options='{"widget": "monetary", "display_currency": doc.currency_id}'/>
+                                    </td>
+                                </tr>
+                            </tfoot>
+                        </table>
+
+                        <div t-if="doc.x_fc_external_note" class="mt-4">
+                            <strong>Notes</strong>
+                            <div t-field="doc.x_fc_external_note"/>
+                        </div>
+
+                        <div t-if="doc.x_fc_is_blanket_order" class="alert alert-info mt-3">
+                            <strong>Blanket Order.</strong>
+                            Parts will be released in quantities over time.
+                            <span t-if="doc.x_fc_block_partial_shipments">
+                                Partial shipments are blocked; the order ships
+                                as one complete batch.
+                            </span>
+                        </div>
+
+                        <div class="mt-5">
+                            <table class="table table-borderless">
+                                <tr>
+                                    <td style="width: 50%;">
+                                        <strong>Customer Signature</strong><br/>
+                                        <div style="border-bottom: 1px solid #333; height: 40px;"/>
+                                        <small>Signed name / date</small>
+                                    </td>
+                                    <td style="width: 50%;">
+                                        <strong>Nexa Systems / EN Technologies</strong><br/>
+                                        <div style="border-bottom: 1px solid #333; height: 40px;"/>
+                                        <small>
+                                            <span t-field="doc.user_id"/>
+                                        </small>
+                                    </td>
+                                </tr>
+                            </table>
+                        </div>
+
+                    </div>
+                </t>
+            </t>
+        </t>
+    </template>
+
+</odoo>

fusion_plating/fusion_plating_configurator/security/ir.model.access.csv

@@ -21,6 +21,16 @@ access_fp_direct_order_wizard_estimator,fp.direct.order.wizard.estimator,model_f
 access_fp_direct_order_wizard_manager,fp.direct.order.wizard.manager,model_fp_direct_order_wizard,fusion_plating.group_fusion_plating_manager,1,1,1,1
 access_fp_direct_order_line_estimator,fp.direct.order.line.estimator,model_fp_direct_order_line,fusion_plating_configurator.group_fp_estimator,1,1,1,1
 access_fp_direct_order_line_manager,fp.direct.order.line.manager,model_fp_direct_order_line,fusion_plating.group_fusion_plating_manager,1,1,1,1
+access_fp_add_from_so_wizard_estimator,fp.add.from.so.wizard.estimator,model_fp_add_from_so_wizard,fusion_plating_configurator.group_fp_estimator,1,1,1,1
+access_fp_add_from_so_wizard_manager,fp.add.from.so.wizard.manager,model_fp_add_from_so_wizard,fusion_plating.group_fusion_plating_manager,1,1,1,1
+access_fp_add_from_quote_wizard_estimator,fp.add.from.quote.wizard.estimator,model_fp_add_from_quote_wizard,fusion_plating_configurator.group_fp_estimator,1,1,1,1
+access_fp_add_from_quote_wizard_manager,fp.add.from.quote.wizard.manager,model_fp_add_from_quote_wizard,fusion_plating.group_fusion_plating_manager,1,1,1,1
+access_fp_sale_assembly_user,fp.sale.assembly.user,model_fp_sale_assembly,base.group_user,1,0,0,0
+access_fp_sale_assembly_estimator,fp.sale.assembly.estimator,model_fp_sale_assembly,fusion_plating_configurator.group_fp_estimator,1,1,1,1
+access_fp_sale_assembly_manager,fp.sale.assembly.manager,model_fp_sale_assembly,fusion_plating.group_fusion_plating_manager,1,1,1,1
+access_fp_sale_assembly_line_user,fp.sale.assembly.line.user,model_fp_sale_assembly_line,base.group_user,1,0,0,0
+access_fp_sale_assembly_line_estimator,fp.sale.assembly.line.estimator,model_fp_sale_assembly_line,fusion_plating_configurator.group_fp_estimator,1,1,1,1
+access_fp_sale_assembly_line_manager,fp.sale.assembly.line.manager,model_fp_sale_assembly_line,fusion_plating.group_fusion_plating_manager,1,1,1,1
 access_fp_part_import_wizard_estimator,fp.part.catalog.import.wizard.estimator,model_fp_part_catalog_import_wizard,fusion_plating_configurator.group_fp_estimator,1,1,1,1
 access_fp_part_import_wizard_manager,fp.part.catalog.import.wizard.manager,model_fp_part_catalog_import_wizard,fusion_plating.group_fusion_plating_manager,1,1,1,1
 access_fp_customer_price_list_operator,fp.customer.price.list.operator,model_fp_customer_price_list,fusion_plating.group_fusion_plating_operator,1,0,0,0

fusion_plating/fusion_plating_configurator/views/fp_part_catalog_views.xml

@@ -224,6 +224,20 @@
                                 </list>
                             </field>
                         </page>
+                        <page string="Defaults" name="direct_order_defaults">
+                            <group>
+                                <field name="x_fc_default_coating_config_id"
+                                       options="{'no_create_edit': True}"/>
+                                <field name="x_fc_default_treatment_ids"
+                                       widget="many2many_tags"
+                                       options="{'no_create_edit': True}"/>
+                            </group>
+                            <p class="text-muted">
+                                Seeds the treatment fields on new direct-order
+                                lines. Updated whenever "Save as Default" is
+                                ticked while placing an order.
+                            </p>
+                        </page>
                         <page string="Notes" name="notes">
                             <field name="notes" placeholder="Additional notes about this part..."/>
                         </page>

fusion_plating/fusion_plating_configurator/views/sale_order_views.xml

@@ -33,6 +33,56 @@
                         <span class="o_stat_text">PO</span>
                     </div>
                 </button>
+                <button name="action_view_workorders"
+                        type="object"
+                        class="oe_stat_button"
+                        icon="fa-cogs"
+                        invisible="x_fc_workorder_count == 0">
+                    <field name="x_fc_workorder_count" widget="statinfo"
+                           string="Active WOs"/>
+                </button>
+                <button name="action_view_invoices"
+                        type="object"
+                        class="oe_stat_button"
+                        icon="fa-file-text-o"
+                        invisible="x_fc_invoice_count == 0">
+                    <field name="x_fc_invoice_count" widget="statinfo"
+                           string="Invoices"/>
+                </button>
+                <button name="action_view_pickings"
+                        type="object"
+                        class="oe_stat_button"
+                        icon="fa-truck"
+                        invisible="x_fc_picking_count == 0">
+                    <field name="x_fc_picking_count" widget="statinfo"
+                           string="Pickings"/>
+                </button>
+                <button name="action_view_ncrs"
+                        type="object"
+                        class="oe_stat_button"
+                        icon="fa-exclamation-triangle"
+                        invisible="x_fc_ncr_count == 0">
+                    <field name="x_fc_ncr_count" widget="statinfo"
+                           string="NCRs"/>
+                </button>
+                <button name="action_view_files"
+                        type="object"
+                        class="oe_stat_button"
+                        icon="fa-paperclip"
+                        invisible="x_fc_attachment_count == 0">
+                    <field name="x_fc_attachment_count" widget="statinfo"
+                           string="Files"/>
+                </button>
+                <button name="action_view_bom_items"
+                        type="object"
+                        class="oe_stat_button"
+                        icon="fa-list-alt"
+                        string="BOM Items"/>
+                <button name="action_view_wo_perspective"
+                        type="object"
+                        class="oe_stat_button"
+                        icon="fa-th-large"
+                        string="By WO"/>
             </xpath>
             <xpath expr="//notebook" position="inside">
                 <page string="Plating" name="plating_tab">
@@ -81,8 +131,53 @@
                             <field name="x_fc_receiving_status"/><!-- Will become computed when fusion_plating_receiving is installed -->
                         </group>
                     </group>
+                    <group>
+                        <group string="Customer Reference">
+                            <field name="x_fc_customer_job_number"/>
+                            <field name="x_fc_contact_phone"/>
+                            <field name="x_fc_ship_via"/>
+                        </group>
+                        <group string="Scheduling">
+                            <field name="x_fc_planned_start_date"/>
+                            <field name="x_fc_internal_deadline"/>
+                            <field name="commitment_date" string="Customer Deadline"/>
+                            <field name="x_fc_deadline_countdown" readonly="1"/>
+                            <field name="x_fc_is_blanket_order"/>
+                            <field name="x_fc_block_partial_shipments"/>
+                        </group>
+                    </group>
+                    <group>
+                        <group string="Margin">
+                            <field name="x_fc_margin_amount"
+                                   widget="monetary"
+                                   options="{'currency_field': 'currency_id'}"/>
+                            <field name="x_fc_margin_percent"
+                                   widget="percentage"/>
+                        </group>
+                    </group>
+                    <group>
+                        <group string="Internal Notes">
+                            <field name="x_fc_internal_note" nolabel="1"
+                                   placeholder="Internal notes for estimator / planner / shop floor..."/>
+                        </group>
+                        <group string="External Notes (customer-visible)">
+                            <field name="x_fc_external_note" nolabel="1"
+                                   placeholder="Notes that appear on the acknowledgement and portal..."/>
+                        </group>
+                    </group>
                 </page>
             </xpath>
+            <xpath expr="//field[@name='order_line']/list/field[@name='product_uom_qty']" position="before">
+                <field name="x_fc_part_catalog_id" optional="show"/>
+                <field name="x_fc_coating_config_id" optional="show"/>
+                <field name="x_fc_treatment_ids" widget="many2many_tags" optional="hide"/>
+                <field name="x_fc_part_deadline" optional="hide"/>
+                <field name="x_fc_wo_group_tag" optional="hide"/>
+                <field name="x_fc_start_at_node_id" optional="hide"/>
+                <field name="x_fc_is_one_off" optional="hide"/>
+                <field name="x_fc_quote_id" optional="hide"/>
+                <field name="x_fc_rush_order" optional="hide"/>
+            </xpath>
         </field>
     </record>
 
@@ -96,18 +191,201 @@
                 <field name="name"/>
                 <field name="partner_id"/>
                 <field name="x_fc_po_number"/>
-                <field name="x_fc_part_catalog_id" optional="show"/>
-                <field name="x_fc_coating_config_id" optional="show"/>
+                <field name="x_fc_customer_job_number" optional="show"/>
+                <field name="x_fc_internal_deadline" optional="show"/>
+                <field name="commitment_date" string="Customer Deadline" optional="show"/>
+                <field name="x_fc_deadline_countdown" optional="show"/>
+                <field name="x_fc_wo_completion" optional="show"/>
+                <field name="x_fc_planned_start_date" optional="hide"/>
+                <field name="x_fc_part_catalog_id" optional="hide"/>
+                <field name="x_fc_coating_config_id" optional="hide"/>
                 <field name="amount_total" sum="Total"/>
+                <field name="x_fc_invoiced_amount" sum="Invoiced" optional="hide"
+                       widget="monetary"
+                       options="{'currency_field': 'currency_id'}"/>
+                <field name="x_fc_margin_amount" sum="Margin" optional="hide"
+                       widget="monetary"
+                       options="{'currency_field': 'currency_id'}"/>
+                <field name="x_fc_margin_percent" optional="hide"
+                       widget="percentage"/>
+                <field name="x_fc_is_blanket_order" optional="hide"/>
                 <field name="x_fc_receiving_status" widget="badge"
                        decoration-warning="x_fc_receiving_status == 'not_received'"
                        decoration-success="x_fc_receiving_status in ('received','inspected')"/>
-                <field name="x_fc_delivery_method" optional="show"/>
+                <field name="x_fc_delivery_method" optional="hide"/>
+                <field name="currency_id" column_invisible="1"/>
                 <field name="state" widget="badge"/>
             </list>
         </field>
     </record>
 
+    <!-- ===== BOM Items view (lines grouped by part) — Phase D2 ===== -->
+    <record id="view_sale_order_line_bom_kanban" model="ir.ui.view">
+        <field name="name">sale.order.line.bom.kanban</field>
+        <field name="model">sale.order.line</field>
+        <field name="arch" type="xml">
+            <kanban default_group_by="x_fc_part_catalog_id" records_draggable="0">
+                <field name="x_fc_part_catalog_id"/>
+                <field name="x_fc_coating_config_id"/>
+                <field name="product_uom_qty"/>
+                <field name="qty_delivered"/>
+                <field name="x_fc_wo_group_tag"/>
+                <field name="x_fc_archived"/>
+                <field name="currency_id"/>
+                <templates>
+                    <t t-name="card">
+                        <div class="o_kanban_card_content">
+                            <div class="o_kanban_record_title">
+                                <strong><field name="x_fc_coating_config_id"/></strong>
+                            </div>
+                            <div class="text-muted">
+                                Qty: <field name="product_uom_qty"/>
+                                / Delivered: <field name="qty_delivered"/>
+                            </div>
+                            <div t-if="record.x_fc_wo_group_tag.raw_value">
+                                <span class="badge bg-info">
+                                    <field name="x_fc_wo_group_tag"/>
+                                </span>
+                            </div>
+                        </div>
+                    </t>
+                </templates>
+            </kanban>
+        </field>
+    </record>
+
+    <!-- ===== WO-perspective view: lines grouped by WO tag — Phase D10 ===== -->
+    <record id="view_sale_order_line_wo_kanban" model="ir.ui.view">
+        <field name="name">sale.order.line.wo.kanban</field>
+        <field name="model">sale.order.line</field>
+        <field name="arch" type="xml">
+            <kanban default_group_by="x_fc_wo_group_tag" records_draggable="0">
+                <field name="x_fc_wo_group_tag"/>
+                <field name="x_fc_part_catalog_id"/>
+                <field name="x_fc_coating_config_id"/>
+                <field name="product_uom_qty"/>
+                <templates>
+                    <t t-name="card">
+                        <div class="o_kanban_card_content">
+                            <div>
+                                <strong><field name="x_fc_part_catalog_id"/></strong>
+                            </div>
+                            <div class="text-muted">
+                                <field name="x_fc_coating_config_id"/>
+                            </div>
+                            <div>
+                                Qty: <field name="product_uom_qty"/>
+                            </div>
+                        </div>
+                    </t>
+                </templates>
+            </kanban>
+        </field>
+    </record>
+
+    <!-- ===== Quotes list view (state in draft/sent) ===== -->
+    <record id="view_sale_order_list_fp_quotes" model="ir.ui.view">
+        <field name="name">sale.order.list.fp.quotes</field>
+        <field name="model">sale.order</field>
+        <field name="arch" type="xml">
+            <list string="Quotations" decoration-muted="state == 'cancel'">
+                <field name="name"/>
+                <field name="partner_id"/>
+                <field name="x_fc_part_numbers_summary" optional="show"/>
+                <field name="x_fc_po_number" optional="hide"/>
+                <field name="x_fc_customer_job_number" optional="hide"/>
+                <field name="create_date" string="Created" optional="show"/>
+                <field name="validity_date" string="Expires" optional="show"/>
+                <field name="x_fc_follow_up_date" optional="show"/>
+                <field name="x_fc_follow_up_user_id" optional="show"/>
+                <field name="amount_total" sum="Total"/>
+                <field name="x_fc_is_signed" widget="boolean_toggle"
+                       string="Signed" optional="show"/>
+                <field name="x_fc_email_status" widget="badge"
+                       decoration-info="x_fc_email_status == 'sent'"
+                       decoration-warning="x_fc_email_status == 'opened'"
+                       decoration-success="x_fc_email_status == 'won'"/>
+                <field name="currency_id" column_invisible="1"/>
+                <field name="state" widget="badge"/>
+            </list>
+        </field>
+    </record>
+
+    <!-- ===== Quotes search view ===== -->
+    <record id="view_sale_order_search_fp_quotes" model="ir.ui.view">
+        <field name="name">sale.order.search.fp.quotes</field>
+        <field name="model">sale.order</field>
+        <field name="arch" type="xml">
+            <search string="Quotations">
+                <field name="name"/>
+                <field name="partner_id"/>
+                <field name="x_fc_part_numbers_summary" string="Part Number"/>
+                <filter name="my_quotes" string="My Quotes"
+                        domain="[('user_id', '=', uid)]"/>
+                <separator/>
+                <filter name="draft" string="Draft"
+                        domain="[('state', '=', 'draft')]"/>
+                <filter name="sent" string="Sent"
+                        domain="[('state', '=', 'sent')]"/>
+                <filter name="won" string="Won"
+                        domain="[('state', 'in', ('sale', 'done'))]"/>
+                <separator/>
+                <filter name="from_rfq" string="From RFQ"
+                        domain="[('x_fc_rfq_attachment_id', '!=', False)]"/>
+                <filter name="needs_followup" string="Needs Follow-Up"
+                        domain="[('x_fc_follow_up_date', '&lt;=', context_today()), ('state', 'in', ('draft', 'sent'))]"/>
+                <filter name="expired" string="Expired"
+                        domain="[('validity_date', '&lt;', context_today()), ('state', 'in', ('draft', 'sent'))]"/>
+                <group>
+                    <filter string="Customer" name="group_partner"
+                            context="{'group_by': 'partner_id'}"/>
+                    <filter string="Status" name="group_state"
+                            context="{'group_by': 'state'}"/>
+                    <filter string="Follow-Up Owner" name="group_followup"
+                            context="{'group_by': 'x_fc_follow_up_user_id'}"/>
+                </group>
+            </search>
+        </field>
+    </record>
+
+    <!-- ===== Search view for Fusion Plating SO list ===== -->
+    <record id="view_sale_order_search_fp" model="ir.ui.view">
+        <field name="name">sale.order.search.fp</field>
+        <field name="model">sale.order</field>
+        <field name="arch" type="xml">
+            <search string="Sales Orders">
+                <field name="name"/>
+                <field name="partner_id"/>
+                <field name="x_fc_po_number" string="Customer PO #"/>
+                <field name="x_fc_customer_job_number" string="Customer Job #"/>
+                <filter name="my_orders" string="My Orders"
+                        domain="[('user_id', '=', uid)]"/>
+                <separator/>
+                <filter name="open_orders" string="Open"
+                        domain="[('state', 'in', ('draft', 'sent', 'sale'))]"/>
+                <filter name="confirmed" string="Confirmed"
+                        domain="[('state', '=', 'sale')]"/>
+                <filter name="done" string="Done"
+                        domain="[('state', '=', 'done')]"/>
+                <separator/>
+                <filter name="blanket_orders" string="Blanket Orders"
+                        domain="[('x_fc_is_blanket_order', '=', True)]"/>
+                <filter name="rush_lines" string="Has Rush Line"
+                        domain="[('order_line.x_fc_rush_order', '=', True)]"/>
+                <filter name="overdue" string="Overdue"
+                        domain="[('commitment_date', '&lt;', context_today()), ('state', 'in', ('sale',))]"/>
+                <group>
+                    <filter string="Customer" name="group_partner"
+                            context="{'group_by': 'partner_id'}"/>
+                    <filter string="Status" name="group_state"
+                            context="{'group_by': 'state'}"/>
+                    <filter string="Customer Deadline" name="group_deadline"
+                            context="{'group_by': 'commitment_date'}"/>
+                </group>
+            </search>
+        </field>
+    </record>
+
     <!-- ===== Window Action — Quotations (for Fusion Plating menu) ===== -->
     <record id="action_fp_quotations" model="ir.actions.act_window">
         <field name="name">Quotations</field>
@@ -115,7 +393,8 @@
         <field name="view_mode">list,form,kanban</field>
         <field name="domain">[('state', 'in', ('draft', 'sent'))]</field>
         <field name="view_ids" eval="[(5, 0, 0),
-            (0, 0, {'view_mode': 'list', 'view_id': ref('view_sale_order_list_fp')})]"/>
+            (0, 0, {'view_mode': 'list', 'view_id': ref('view_sale_order_list_fp_quotes')})]"/>
+        <field name="search_view_id" ref="view_sale_order_search_fp_quotes"/>
         <field name="context">{'default_x_fc_delivery_method': 'shipping_partner'}</field>
         <field name="help" type="html">
             <p class="o_view_nocontent_smiling_face">

fusion_plating/fusion_plating_configurator/wizard/__init__.py

@@ -4,4 +4,6 @@
 
 from . import fp_direct_order_wizard
 from . import fp_direct_order_line
+from . import fp_add_from_so_wizard
+from . import fp_add_from_quote_wizard
 from . import fp_part_catalog_import_wizard

fusion_plating/fusion_plating_configurator/wizard/fp_add_from_quote_wizard.py

@@ -0,0 +1,73 @@
+# -*- 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 _, api, fields, models
+from odoo.exceptions import UserError
+
+
+class FpAddFromQuoteWizard(models.TransientModel):
+    """Pick fp.quote.configurator rows and clone them onto the direct-order wizard.
+
+    Parallels fp.add.from.so.wizard but sources from the quote library
+    instead of prior sale orders. Each selected quote becomes one
+    fp.direct.order.line with part, coating, qty and unit price
+    carried over.
+    """
+    _name = 'fp.add.from.quote.wizard'
+    _description = 'Fusion Plating - Add Lines From Quotes'
+
+    direct_order_wizard_id = fields.Many2one(
+        'fp.direct.order.wizard',
+        required=True,
+        ondelete='cascade',
+    )
+    partner_id = fields.Many2one(
+        related='direct_order_wizard_id.partner_id', readonly=True,
+    )
+    quote_ids = fields.Many2many(
+        'fp.quote.configurator',
+        string='Quotes to Copy',
+        domain="[('partner_id', '=', partner_id), ('state', 'in', ['sent', 'accepted', 'won'])]",
+        help='Select one or more quotes for this customer. Each quote '
+             'becomes a new line on the direct order.',
+    )
+
+    def action_copy_quotes(self):
+        self.ensure_one()
+        if not self.quote_ids:
+            raise UserError(_('Pick at least one quote to copy.'))
+
+        Line = self.env['fp.direct.order.line']
+        wizard = self.direct_order_wizard_id
+        copied = 0
+        for q in self.quote_ids:
+            if not q.part_catalog_id or not q.coating_config_id:
+                continue
+            final = q.estimator_override_price or q.calculated_price
+            unit = (final / q.quantity) if (final and q.quantity) else 0.0
+            Line.create({
+                'wizard_id': wizard.id,
+                'part_catalog_id': q.part_catalog_id.id,
+                'coating_config_id': q.coating_config_id.id,
+                'quantity': int(q.quantity) or 1,
+                'unit_price': unit,
+                'quote_id': q.id,
+                'line_description': q.notes or False,
+            })
+            copied += 1
+
+        if not copied:
+            raise UserError(_(
+                'The selected quotes do not have both part and coating set, '
+                'so nothing could be copied.'
+            ))
+
+        return {
+            'type': 'ir.actions.act_window',
+            'res_model': 'fp.direct.order.wizard',
+            'res_id': wizard.id,
+            'view_mode': 'form',
+            'target': 'new',
+        }

fusion_plating/fusion_plating_configurator/wizard/fp_add_from_quote_wizard_views.xml

@@ -0,0 +1,44 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <record id="view_fp_add_from_quote_wizard_form" model="ir.ui.view">
+        <field name="name">fp.add.from.quote.wizard.form</field>
+        <field name="model">fp.add.from.quote.wizard</field>
+        <field name="arch" type="xml">
+            <form string="Add Lines From Quotes">
+                <sheet>
+                    <div class="oe_title">
+                        <h1>Copy Lines From Quotes</h1>
+                        <p class="text-muted">
+                            Select quotes for this customer. Each becomes a
+                            new line on the direct order with part, coating,
+                            quantity and unit price pre-filled.
+                        </p>
+                    </div>
+                    <group>
+                        <field name="direct_order_wizard_id" invisible="1"/>
+                        <field name="partner_id" readonly="1"/>
+                    </group>
+                    <field name="quote_ids">
+                        <list>
+                            <field name="name"/>
+                            <field name="part_catalog_id"/>
+                            <field name="coating_config_id"/>
+                            <field name="quantity"/>
+                            <field name="calculated_price" widget="monetary"/>
+                            <field name="estimator_override_price" widget="monetary"/>
+                            <field name="currency_id" column_invisible="1"/>
+                            <field name="state"/>
+                        </list>
+                    </field>
+                </sheet>
+                <footer>
+                    <button name="action_copy_quotes"
+                            type="object"
+                            string="Copy Selected Quotes"
+                            class="btn-primary"/>
+                    <button string="Cancel" special="cancel" class="btn-secondary"/>
+                </footer>
+            </form>
+        </field>
+    </record>
+</odoo>

fusion_plating/fusion_plating_configurator/wizard/fp_add_from_so_wizard.py

@@ -0,0 +1,86 @@
+# -*- 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 _, api, fields, models
+from odoo.exceptions import UserError
+
+
+class FpAddFromSoWizard(models.TransientModel):
+    """Pick lines from a prior sale.order and clone them onto the direct-order wizard.
+
+    Entry: a button on the direct-order wizard. The source SO list is
+    filtered to the wizard's current customer. Selected SO lines are
+    mapped back to fp.direct.order.line rows (part, coating, qty, price,
+    treatments, description).
+    """
+    _name = 'fp.add.from.so.wizard'
+    _description = 'Fusion Plating - Add Lines From Prior SO'
+
+    direct_order_wizard_id = fields.Many2one(
+        'fp.direct.order.wizard',
+        required=True,
+        ondelete='cascade',
+    )
+    partner_id = fields.Many2one(
+        related='direct_order_wizard_id.partner_id', readonly=True,
+    )
+    source_order_id = fields.Many2one(
+        'sale.order', string='Source Sales Order',
+        domain="[('partner_id', '=', partner_id), ('state', 'in', ('sale', 'done'))]",
+        help='Pick a prior confirmed order for this customer.',
+    )
+    source_line_ids = fields.Many2many(
+        'sale.order.line',
+        string='Lines to Copy',
+        domain="[('order_id', '=', source_order_id)]",
+        help='Tick the lines you want to replicate on the new direct order.',
+    )
+
+    @api.onchange('source_order_id')
+    def _onchange_source_order_id(self):
+        self.source_line_ids = False
+
+    def action_copy_lines(self):
+        self.ensure_one()
+        if not self.source_order_id:
+            raise UserError(_('Pick a source sales order.'))
+        if not self.source_line_ids:
+            raise UserError(_('Pick at least one line to copy.'))
+
+        Line = self.env['fp.direct.order.line']
+        wizard = self.direct_order_wizard_id
+        copied = 0
+        for src in self.source_line_ids:
+            if not src.x_fc_part_catalog_id or not src.x_fc_coating_config_id:
+                # Skip SO lines that predate the plating fields
+                continue
+            Line.create({
+                'wizard_id': wizard.id,
+                'part_catalog_id': src.x_fc_part_catalog_id.id,
+                'coating_config_id': src.x_fc_coating_config_id.id,
+                'treatment_ids': [(6, 0, src.x_fc_treatment_ids.ids)],
+                'quantity': int(src.product_uom_qty) or 1,
+                'unit_price': src.price_unit or 0.0,
+                'part_deadline': src.x_fc_part_deadline,
+                'rush_order': src.x_fc_rush_order,
+                'wo_group_tag': src.x_fc_wo_group_tag or False,
+                'line_description': src.name,
+            })
+            copied += 1
+
+        if not copied:
+            raise UserError(_(
+                'None of the selected lines carry plating part / coating '
+                'fields, so there was nothing to copy. Pick lines from a '
+                'direct order created with the new wizard.'
+            ))
+
+        return {
+            'type': 'ir.actions.act_window',
+            'res_model': 'fp.direct.order.wizard',
+            'res_id': wizard.id,
+            'view_mode': 'form',
+            'target': 'new',
+        }

fusion_plating/fusion_plating_configurator/wizard/fp_add_from_so_wizard_views.xml

@@ -0,0 +1,47 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <record id="view_fp_add_from_so_wizard_form" model="ir.ui.view">
+        <field name="name">fp.add.from.so.wizard.form</field>
+        <field name="model">fp.add.from.so.wizard</field>
+        <field name="arch" type="xml">
+            <form string="Add Lines From Prior SO">
+                <sheet>
+                    <div class="oe_title">
+                        <h1>Copy Lines From Prior Order</h1>
+                        <p class="text-muted">
+                            Pick one of this customer's previous confirmed orders,
+                            then tick the lines you want replicated on the new
+                            direct order. Each copied row can still be edited
+                            before confirming.
+                        </p>
+                    </div>
+                    <group>
+                        <field name="direct_order_wizard_id" invisible="1"/>
+                        <field name="partner_id" readonly="1"/>
+                        <field name="source_order_id"
+                               options="{'no_create': True, 'no_open': True}"/>
+                    </group>
+                    <separator string="Lines on Source Order"/>
+                    <field name="source_line_ids"
+                           invisible="not source_order_id">
+                        <list>
+                            <field name="name"/>
+                            <field name="x_fc_part_catalog_id"/>
+                            <field name="x_fc_coating_config_id"/>
+                            <field name="product_uom_qty"/>
+                            <field name="price_unit"/>
+                            <field name="x_fc_part_deadline"/>
+                        </list>
+                    </field>
+                </sheet>
+                <footer>
+                    <button name="action_copy_lines"
+                            type="object"
+                            string="Copy Selected Lines"
+                            class="btn-primary"/>
+                    <button string="Cancel" special="cancel" class="btn-secondary"/>
+                </footer>
+            </form>
+        </field>
+    </record>
+</odoo>

fusion_plating/fusion_plating_configurator/wizard/fp_direct_order_line.py

@@ -3,7 +3,8 @@
 # License OPL-1 (Odoo Proprietary License v1.0)
 # Part of the Fusion Plating product family.
 
-from odoo import api, fields, models
+from odoo import _, api, fields, models
+from odoo.exceptions import UserError
 
 
 class FpDirectOrderLine(models.TransientModel):
@@ -18,16 +19,48 @@ class FpDirectOrderLine(models.TransientModel):
     )
     sequence = fields.Integer(default=10)
 
+    # ---- Part ----
     part_catalog_id = fields.Many2one(
         'fp.part.catalog',
         string='Part',
         required=True,
     )
+    part_number = fields.Char(
+        related='part_catalog_id.part_number', readonly=True,
+    )
+    part_revision = fields.Char(
+        related='part_catalog_id.revision', readonly=True,
+    )
+    surface_area = fields.Float(
+        related='part_catalog_id.surface_area', readonly=True, digits=(12, 4),
+    )
+    surface_area_uom = fields.Selection(
+        related='part_catalog_id.surface_area_uom', readonly=True,
+    )
+
+    # ---- New revision (optional) ----
+    create_new_revision = fields.Boolean(
+        string='This is a New Revision',
+        help='Check if the customer sent an updated drawing or 3D model. '
+             'A new part revision will be created and linked to this line.',
+    )
+    new_drawing_file = fields.Binary(string='New Drawing / 3D Model')
+    new_drawing_filename = fields.Char(string='Filename')
+    revision_note = fields.Char(string='Revision Note')
+
+    # ---- Treatments ----
     coating_config_id = fields.Many2one(
         'fp.coating.config',
         string='Primary Treatment',
         required=True,
     )
+    treatment_ids = fields.Many2many(
+        'fp.treatment',
+        string='Additional Treatments',
+        help='Extra pre/post treatments applied to this line.',
+    )
+
+    # ---- Qty / price ----
     quantity = fields.Integer(string='Qty', default=1, required=True)
     currency_id = fields.Many2one(related='wizard_id.currency_id')
     unit_price = fields.Monetary(
@@ -40,7 +73,206 @@ class FpDirectOrderLine(models.TransientModel):
         compute='_compute_line_subtotal',
     )
 
+    # ---- Scheduling / fulfilment ----
+    part_deadline = fields.Date(
+        string='Part Deadline',
+        help='Per-line deadline. Defaults to SO customer deadline if blank.',
+    )
+    rush_order = fields.Boolean(string='Rush')
+    wo_group_tag = fields.Char(
+        string='WO Group',
+        help='Free-text tag. Lines sharing a tag (e.g. "WO#1", "WO#2") '
+             'will be batched into one manufacturing order.',
+    )
+
+    # ---- Phase C: polish ----
+    part_wo_description = fields.Text(
+        string='On Work Order',
+        help='Extra detail printed on the work order travelling sheet. '
+             'Kept separate from the customer-facing description.',
+    )
+    start_at_node_id = fields.Many2one(
+        'fusion.plating.process.node',
+        string='Start at Node',
+        domain="[('parent_id', 'child_of', coating_config_id and coating_config_id.recipe_id.id)]",
+        help='For re-work jobs: pick the recipe step where this job should '
+             'begin. Skips ancestor steps in the generated work order.',
+    )
+    is_one_off = fields.Boolean(
+        string='One-off Part',
+        help='Do not save this as a reusable part in the catalog after the '
+             'order is created. Useful for quote-only or prototype parts.',
+    )
+    push_to_defaults = fields.Boolean(
+        string='Save as Default',
+        help='After submit, write this line\'s coating + additional '
+             'treatments back onto the part catalog as its new defaults.',
+    )
+    quote_id = fields.Many2one(
+        'fp.quote.configurator',
+        string='Linked Quote',
+        domain="[('partner_id', '=', parent.partner_id), ('state', 'in', ['sent','accepted','won'])]",
+        help='Optional: link this line to a prior quote. The unit price '
+             'auto-fills from the quote\'s final price (or override).',
+    )
+
+    # ---- Description ----
+    description_template_id = fields.Many2one(
+        'fp.sale.description.template',
+        string='Description Template',
+    )
+    line_description = fields.Text(
+        string='Line Description',
+        help='This text becomes the description of the sale order line. '
+             'Edit freely — your changes override the template.',
+    )
+
+    # ---- Missing info per line ----
+    is_missing_info = fields.Boolean(
+        string='Missing Info',
+        compute='_compute_is_missing_info',
+    )
+
+    # ---- Computes ----
     @api.depends('quantity', 'unit_price')
     def _compute_line_subtotal(self):
         for rec in self:
             rec.line_subtotal = (rec.quantity or 0) * (rec.unit_price or 0.0)
+
+    @api.depends('part_catalog_id', 'coating_config_id', 'unit_price', 'quantity')
+    def _compute_is_missing_info(self):
+        for rec in self:
+            rec.is_missing_info = not (
+                rec.part_catalog_id
+                and rec.coating_config_id
+                and rec.unit_price
+                and rec.quantity
+            )
+
+    # ---- Onchange ----
+    @api.onchange('quote_id')
+    def _onchange_quote_id(self):
+        """Auto-fill part, coating, and unit price from the linked quote."""
+        if not self.quote_id:
+            return
+        q = self.quote_id
+        if q.part_catalog_id and not self.part_catalog_id:
+            self.part_catalog_id = q.part_catalog_id
+        if q.coating_config_id and not self.coating_config_id:
+            self.coating_config_id = q.coating_config_id
+        if not self.unit_price:
+            final = q.estimator_override_price or q.calculated_price
+            if final and q.quantity:
+                self.unit_price = final / q.quantity
+
+    @api.onchange('part_catalog_id')
+    def _onchange_part_defaults(self):
+        """When a part is picked, seed coating + treatments from its catalog defaults."""
+        if not self.part_catalog_id:
+            return
+        if not self.coating_config_id and self.part_catalog_id.x_fc_default_coating_config_id:
+            self.coating_config_id = self.part_catalog_id.x_fc_default_coating_config_id
+        if not self.treatment_ids and self.part_catalog_id.x_fc_default_treatment_ids:
+            self.treatment_ids = self.part_catalog_id.x_fc_default_treatment_ids
+
+    @api.onchange('coating_config_id', 'quantity', 'part_catalog_id')
+    def _onchange_lookup_price(self):
+        """Auto-fill unit_price from customer price list when available."""
+        if self.unit_price:
+            return
+        partner = self.wizard_id.partner_id
+        if not (partner and self.coating_config_id):
+            return
+        price = self.env['fp.customer.price.list']._find_price(
+            partner.id,
+            self.coating_config_id.id,
+            quantity=self.quantity or 1,
+        )
+        if price:
+            self.unit_price = price.unit_price
+
+    @api.onchange('description_template_id')
+    def _onchange_description_template(self):
+        if self.description_template_id:
+            self.line_description = self.description_template_id.description
+
+    @api.onchange('part_catalog_id', 'coating_config_id')
+    def _onchange_suggest_template(self):
+        """Offer a sensible default template — part-specific wins.
+
+        Priority (first non-empty result wins):
+          1. This part's lowest-sequence active template
+          2. This customer's templates (no part)
+          3. This coating's templates (no part)
+          4. Don't auto-pick — user has to choose
+        """
+        if self.description_template_id or self.line_description:
+            return
+        Template = self.env['fp.sale.description.template']
+        partner = self.wizard_id.partner_id
+
+        if self.part_catalog_id:
+            match = Template.search([
+                ('active', '=', True),
+                ('part_catalog_id', '=', self.part_catalog_id.id),
+            ], order='sequence', limit=1)
+            if match:
+                self.description_template_id = match.id
+                self.line_description = match.description
+                return
+
+        if partner:
+            match = Template.search([
+                ('active', '=', True),
+                ('part_catalog_id', '=', False),
+                ('partner_id', '=', partner.id),
+            ], order='sequence', limit=1)
+            if match:
+                self.description_template_id = match.id
+                self.line_description = match.description
+                return
+
+        if self.coating_config_id:
+            match = Template.search([
+                ('active', '=', True),
+                ('part_catalog_id', '=', False),
+                ('partner_id', '=', False),
+                ('coating_config_id', '=', self.coating_config_id.id),
+            ], order='sequence', limit=1)
+            if match:
+                self.description_template_id = match.id
+                self.line_description = match.description
+
+    # ---- Helpers ----
+    def _get_or_bump_revision(self):
+        """Return the part to use for the SO line, optionally bumping revision."""
+        self.ensure_one()
+        part = self.part_catalog_id
+        if not self.create_new_revision:
+            return part
+        if not self.new_drawing_file:
+            raise UserError(_(
+                'Line %s: upload the new drawing before confirming.'
+            ) % (part.name or part.part_number or '?'))
+
+        drawing_att = self.env['ir.attachment'].create({
+            'name': self.new_drawing_filename or 'drawing.pdf',
+            'datas': self.new_drawing_file,
+            'res_model': 'fp.part.catalog',
+            'res_id': part.id,
+        })
+        part.action_create_revision()
+        new_rev = self.env['fp.part.catalog'].search([
+            ('parent_part_id', '=', (part.parent_part_id or part).id),
+            ('is_latest_revision', '=', True),
+        ], limit=1, order='revision_number desc')
+        if not new_rev:
+            return part
+
+        new_rev.write({'revision_note': self.revision_note or False})
+        fname = (self.new_drawing_filename or '').lower()
+        if fname.endswith(('.step', '.stp', '.stl', '.iges', '.igs', '.brep', '.brp')):
+            new_rev.model_attachment_id = drawing_att.id
+        else:
+            new_rev.drawing_attachment_ids = [(4, drawing_att.id)]
+        return new_rev

fusion_plating/fusion_plating_configurator/wizard/fp_direct_order_wizard.py

@@ -3,7 +3,7 @@
 # License OPL-1 (Odoo Proprietary License v1.0)
 # Part of the Fusion Plating product family.
 
-from odoo import api, fields, models, _
+from odoo import _, api, fields, models
 from odoo.exceptions import UserError
 
 
@@ -11,64 +11,56 @@ class FpDirectOrderWizard(models.TransientModel):
     """Direct order entry for repeat customers.
 
     Skips the quotation stage when the customer has already sent a PO.
-    Creates a sale.order and calls action_confirm() in one step.
-    Optionally bumps the part catalog revision when a new drawing is uploaded.
+    Creates a sale.order with one sale.order.line per wizard line and
+    calls action_confirm() in one step.
     """
     _name = 'fp.direct.order.wizard'
-    _description = 'Fusion Plating — Direct Order Entry'
+    _description = 'Fusion Plating - Direct Order Entry'
 
+    # ---- Customer ----
     partner_id = fields.Many2one(
         'res.partner', string='Customer', required=True,
         domain="[('customer_rank', '>', 0)]",
     )
-
-    # Part selection
-    part_catalog_id = fields.Many2one(
-        'fp.part.catalog', string='Part', required=True,
-        domain="[('partner_id', '=', partner_id), ('is_latest_revision', '=', True)]",
+    partner_invoice_id = fields.Many2one(
+        'res.partner', string='Invoice Address',
+        domain="['|', ('id', '=', partner_id), "
+               "('parent_id', '=', partner_id)]",
     )
-    part_number = fields.Char(related='part_catalog_id.part_number', readonly=True)
-    current_revision = fields.Char(related='part_catalog_id.revision', readonly=True)
-    surface_area = fields.Float(
-        related='part_catalog_id.surface_area', readonly=True, digits=(12, 4),
+    partner_shipping_id = fields.Many2one(
+        'res.partner', string='Delivery Address',
+        domain="['|', ('id', '=', partner_id), "
+               "('parent_id', '=', partner_id)]",
     )
-    surface_area_uom = fields.Selection(
-        related='part_catalog_id.surface_area_uom', readonly=True,
+    customer_job_number = fields.Char(
+        string='Customer Job #',
+        help="Customer's internal job number for cross-referencing. "
+             "Appears on work orders and invoices.",
     )
 
-    # Revision upload (optional — creates a new revision of the part)
-    create_new_revision = fields.Boolean(
-        string='This is a New Revision',
-        help='Check if the customer sent an updated drawing or 3D model. '
-             'A new part revision will be created and linked to this order.',
+    # ---- Scheduling ----
+    planned_start_date = fields.Date(
+        string='Planned Start', default=fields.Date.context_today,
     )
-    new_drawing_file = fields.Binary(
-        string='New Drawing / 3D Model',
-        help='STEP, STL, IGES, or PDF. Used when creating a new revision.',
+    internal_deadline = fields.Date(string='Internal Deadline')
+    customer_deadline = fields.Date(string='Customer Deadline')
+
+    # ---- Order flags (Phase B) ----
+    is_blanket_order = fields.Boolean(
+        string='Blanket Sales Order',
+        help='Blanket orders release parts in quantities over time.',
     )
-    new_drawing_filename = fields.Char(string='Filename')
-    revision_note = fields.Char(
-        string='Revision Note', help='What changed in this revision?',
+    block_partial_shipments = fields.Boolean(
+        string='Block Partial Shipments',
+        help='Ship all-or-nothing; partial pickings are blocked.',
     )
 
-    # Order details
-    coating_config_id = fields.Many2one(
-        'fp.coating.config', string='Coating', required=True,
-    )
-    quantity = fields.Integer(string='Quantity', required=True, default=1)
-    currency_id = fields.Many2one(
-        'res.currency', string='Currency',
-        default=lambda self: self.env.company.currency_id,
-    )
-    unit_price = fields.Monetary(
-        string='Unit Price', currency_field='currency_id',
-        help='Negotiated price per part. Leave blank to set later.',
-    )
-    line_subtotal = fields.Monetary(
-        string='Line Subtotal', currency_field='currency_id',
-        compute='_compute_line_subtotal',
-    )
-    rush_order = fields.Boolean(string='Rush Order')
+    # ---- PO (required — that's what makes this a "direct" order) ----
+    po_number = fields.Char(string='Customer PO #', required=True)
+    po_attachment_file = fields.Binary(string='PO Document', required=True)
+    po_attachment_filename = fields.Char(string='PO Filename')
+
+    # ---- Fulfilment (order-level) ----
     delivery_method = fields.Selection(
         [('local_delivery', 'Local Delivery'),
          ('shipping_partner', 'Shipping Partner'),
@@ -76,12 +68,11 @@ class FpDirectOrderWizard(models.TransientModel):
         string='Delivery Method',
     )
 
-    # PO (required — that's what makes this a "direct" order)
-    po_number = fields.Char(string='Customer PO #', required=True)
-    po_attachment_file = fields.Binary(string='PO Document', required=True)
-    po_attachment_filename = fields.Char(string='PO Filename')
-
-    # Invoice strategy (pulled from partner default if set)
+    # ---- Currency + invoicing ----
+    currency_id = fields.Many2one(
+        'res.currency', string='Currency',
+        default=lambda self: self.env.company.currency_id,
+    )
     invoice_strategy = fields.Selection(
         [('deposit', 'Deposit'), ('progress', 'Progress Billing'),
          ('net_terms', 'Net Terms'), ('cod_prepay', 'COD / Prepay')],
@@ -89,163 +80,121 @@ class FpDirectOrderWizard(models.TransientModel):
     )
     deposit_percent = fields.Float(string='Deposit %')
     progress_initial_percent = fields.Float(
-        string='Progress — Initial %', default=50.0,
+        string='Progress - Initial %', default=50.0,
     )
 
+    # ---- Notes ----
     notes = fields.Text(string='Internal Notes')
 
-    # Description template picker — the domain is dynamically narrowed to
-    # this part's canned descriptions first. When no part is chosen it
-    # falls through to generic templates.
-    description_template_id = fields.Many2one(
-        'fp.sale.description.template',
-        string='Description Template',
-        domain="[('active','=',True), "
-               " '|', '|', '|', "
-               "   ('part_catalog_id','=',part_catalog_id), "
-               "   ('part_catalog_id','=',False), "
-               "   ('partner_id','=',partner_id), "
-               "   ('coating_config_id','=',coating_config_id)]",
-        help='Pick a saved description and tweak it below. Part-specific '
-             'descriptions appear first, then customer / coating / generic.',
+    # ---- Lines ----
+    line_ids = fields.One2many(
+        'fp.direct.order.line', 'wizard_id', string='Order Lines',
     )
-    line_description = fields.Text(
-        string='Line Description',
-        help='This text becomes the description of the sale order line. '
-             'Edit freely — your changes override the template.',
+    total_amount = fields.Monetary(
+        string='Order Total',
+        compute='_compute_totals', currency_field='currency_id',
+    )
+    total_qty = fields.Integer(string='Total Qty', compute='_compute_totals')
+    total_line_count = fields.Integer(
+        string='Line Count', compute='_compute_totals',
     )
 
-    @api.depends('quantity', 'unit_price')
-    def _compute_line_subtotal(self):
+    # ---- Missing info banner ----
+    missing_info_msg = fields.Char(compute='_compute_missing_info_msg')
+
+    # ---- Computes ----
+    @api.depends('line_ids.line_subtotal', 'line_ids.quantity')
+    def _compute_totals(self):
         for rec in self:
-            rec.line_subtotal = (rec.quantity or 0) * (rec.unit_price or 0.0)
+            rec.total_amount = sum(rec.line_ids.mapped('line_subtotal'))
+            rec.total_qty = sum(rec.line_ids.mapped('quantity'))
+            rec.total_line_count = len(rec.line_ids)
 
+    @api.depends('line_ids.part_catalog_id', 'line_ids.coating_config_id',
+                 'line_ids.unit_price', 'line_ids.quantity')
+    def _compute_missing_info_msg(self):
+        for rec in self:
+            has_missing = False
+            for line in rec.line_ids:
+                if (not line.part_catalog_id
+                        or not line.coating_config_id
+                        or not line.unit_price
+                        or not line.quantity):
+                    has_missing = True
+                    break
+            rec.missing_info_msg = (
+                'Some lines are missing quote information '
+                '(part / treatment / price / qty). '
+                'Verify before confirming the order.'
+                if has_missing else False
+            )
+
+    # ---- Onchange ----
     @api.onchange('partner_id')
     def _onchange_partner_id(self):
-        """Reset part selection when customer changes + pull invoice defaults."""
-        self.part_catalog_id = False
+        """Seed invoice defaults + default addresses when customer changes."""
         if self.partner_id and 'x_fc_default_invoice_strategy' in self.partner_id._fields:
             self.invoice_strategy = self.partner_id.x_fc_default_invoice_strategy or False
             self.deposit_percent = self.partner_id.x_fc_default_deposit_percent or 0.0
-
-    @api.onchange('description_template_id')
-    def _onchange_description_template(self):
-        """Copy the template's text into the editable paragraph — user tweaks from there."""
-        if self.description_template_id:
-            self.line_description = self.description_template_id.description
-
-    @api.onchange('part_catalog_id', 'coating_config_id', 'partner_id')
-    def _onchange_suggest_template(self):
-        """Offer a sensible default template — part-specific wins.
-
-        Priority (first non-empty result wins):
-          1. This part's lowest-sequence active template
-          2. This customer's templates (no part)
-          3. This coating's templates (no part)
-          4. Don't auto-pick — user has to choose
-        """
-        if self.description_template_id or self.line_description:
-            return  # respect user's choice
-        Template = self.env['fp.sale.description.template']
-
-        # 1. Part-specific
-        if self.part_catalog_id:
-            match = Template.search([
-                ('active', '=', True),
-                ('part_catalog_id', '=', self.part_catalog_id.id),
-            ], order='sequence', limit=1)
-            if match:
-                self.description_template_id = match.id
-                self.line_description = match.description
-                return
-
-        # 2. Customer (no part)
         if self.partner_id:
-            match = Template.search([
-                ('active', '=', True),
-                ('part_catalog_id', '=', False),
-                ('partner_id', '=', self.partner_id.id),
-            ], order='sequence', limit=1)
-            if match:
-                self.description_template_id = match.id
-                self.line_description = match.description
-                return
+            addrs = self.partner_id.address_get(['invoice', 'delivery'])
+            self.partner_invoice_id = addrs.get('invoice') or self.partner_id.id
+            self.partner_shipping_id = addrs.get('delivery') or self.partner_id.id
+        else:
+            self.partner_invoice_id = False
+            self.partner_shipping_id = False
 
-        # 3. Coating (no part, no customer restriction)
-        if self.coating_config_id:
-            match = Template.search([
-                ('active', '=', True),
-                ('part_catalog_id', '=', False),
-                ('partner_id', '=', False),
-                ('coating_config_id', '=', self.coating_config_id.id),
-            ], order='sequence', limit=1)
-            if match:
-                self.description_template_id = match.id
-                self.line_description = match.description
-                return
+    # ---- Actions ----
+    def action_add_from_prior_so(self):
+        """Open a sub-wizard to copy lines from a prior sale.order."""
+        self.ensure_one()
+        if not self.partner_id:
+            raise UserError(_('Pick a customer first.'))
+        sub = self.env['fp.add.from.so.wizard'].create({
+            'direct_order_wizard_id': self.id,
+        })
+        return {
+            'type': 'ir.actions.act_window',
+            'name': _('Add Lines From Prior SO'),
+            'res_model': 'fp.add.from.so.wizard',
+            'res_id': sub.id,
+            'view_mode': 'form',
+            'target': 'new',
+        }
 
-    @api.onchange('coating_config_id', 'quantity', 'partner_id')
-    def _onchange_lookup_price(self):
-        """Auto-fill unit_price from customer price list when available."""
-        if not (self.partner_id and self.coating_config_id):
-            return
-        # Don't overwrite a manually-entered price
-        if self.unit_price:
-            return
-        price = self.env['fp.customer.price.list']._find_price(
-            self.partner_id.id, self.coating_config_id.id,
-            quantity=self.quantity or 1,
-        )
-        if price:
-            self.unit_price = price.unit_price
+    def action_add_from_quotes(self):
+        """Open a sub-wizard to copy lines from prior quotes."""
+        self.ensure_one()
+        if not self.partner_id:
+            raise UserError(_('Pick a customer first.'))
+        sub = self.env['fp.add.from.quote.wizard'].create({
+            'direct_order_wizard_id': self.id,
+        })
+        return {
+            'type': 'ir.actions.act_window',
+            'name': _('Add Lines From Quotes'),
+            'res_model': 'fp.add.from.quote.wizard',
+            'res_id': sub.id,
+            'view_mode': 'form',
+            'target': 'new',
+        }
 
     def action_create_order(self):
-        """Create and confirm the sale order, optionally bumping part revision."""
+        """Create and confirm the sale order with one SO line per wizard line."""
         self.ensure_one()
+        if not self.line_ids:
+            raise UserError(_('Add at least one part line before confirming.'))
+        if not self.po_attachment_file:
+            raise UserError(_('Upload the customer PO document.'))
 
-        if self.create_new_revision and not self.new_drawing_file:
-            raise UserError(_(
-                'Please upload the new drawing when creating a new revision.'
-            ))
-        if self.quantity <= 0:
-            raise UserError(_('Quantity must be positive.'))
-
-        # 1. Optional: create a new part revision from the uploaded drawing
-        part = self.part_catalog_id
-        if self.create_new_revision:
-            drawing_att = self.env['ir.attachment'].create({
-                'name': self.new_drawing_filename or 'drawing.pdf',
-                'datas': self.new_drawing_file,
-                'res_model': 'fp.part.catalog',
-                'res_id': part.id,
-            })
-            # action_create_revision returns an action dict; we keep the part
-            part.action_create_revision()
-            new_rev = self.env['fp.part.catalog'].search(
-                [('parent_part_id', '=', (part.parent_part_id or part).id),
-                 ('is_latest_revision', '=', True)],
-                limit=1, order='revision_number desc',
-            )
-            if new_rev:
-                new_rev.write({
-                    'revision_note': self.revision_note or False,
-                })
-                # Attach drawing/model based on extension
-                fname = (self.new_drawing_filename or '').lower()
-                if fname.endswith(('.step', '.stp', '.stl', '.iges', '.igs', '.brep', '.brp')):
-                    new_rev.model_attachment_id = drawing_att.id
-                else:
-                    new_rev.drawing_attachment_ids = [(4, drawing_att.id)]
-                part = new_rev
-
-        # 2. Save the PO attachment
+        # 1. Save the PO attachment once
         po_att = self.env['ir.attachment'].create({
             'name': self.po_attachment_filename or 'po.pdf',
             'datas': self.po_attachment_file,
             'mimetype': 'application/pdf',
         })
 
-        # 3. Find or create the generic plating service product (same as configurator)
+        # 2. Find or create the generic plating service product
         product = self.env['product.product'].search(
             [('default_code', '=', 'FP-SERVICE')], limit=1,
         )
@@ -259,53 +208,85 @@ class FpDirectOrderWizard(models.TransientModel):
                 'purchase_ok': False,
             })
 
-        # Canonical line label (always present)
-        header = '%s — %s Rev %s (x%d)' % (
-            self.coating_config_id.name,
-            part.name,
-            part.revision or part.revision_number,
-            self.quantity,
-        )
-        # Optional extended description from template / user tweak
-        extended = (self.line_description or '').strip()
-        if extended:
-            line_desc = '%s\n\n%s' % (header, extended)
-        else:
-            line_desc = header
-
-        # Bump template usage counter so popular ones float to the top over time
-        if self.description_template_id:
-            self.description_template_id._register_usage()
-
+        # 3. Build SO header
         so_vals = {
             'partner_id': self.partner_id.id,
-            'x_fc_part_catalog_id': part.id,
-            'x_fc_coating_config_id': self.coating_config_id.id,
-            'x_fc_rush_order': self.rush_order,
-            'x_fc_delivery_method': self.delivery_method,
+            'partner_invoice_id': (
+                self.partner_invoice_id.id or self.partner_id.id
+            ),
+            'partner_shipping_id': (
+                self.partner_shipping_id.id or self.partner_id.id
+            ),
             'x_fc_po_number': self.po_number,
             'x_fc_po_attachment_id': po_att.id,
             'x_fc_po_received': True,
+            'x_fc_customer_job_number': self.customer_job_number or False,
+            'x_fc_planned_start_date': self.planned_start_date,
+            'x_fc_internal_deadline': self.internal_deadline,
+            'commitment_date': self.customer_deadline,
             'x_fc_invoice_strategy': self.invoice_strategy,
             'x_fc_deposit_percent': self.deposit_percent,
             'x_fc_progress_initial_percent': self.progress_initial_percent,
+            'x_fc_delivery_method': self.delivery_method,
+            'x_fc_is_blanket_order': self.is_blanket_order,
+            'x_fc_block_partial_shipments': self.block_partial_shipments,
             'origin': 'Direct Order',
             'note': self.notes or False,
-            'order_line': [(0, 0, {
+            'order_line': [],
+        }
+
+        # 4. One SO line per wizard line
+        for line in self.line_ids:
+            part = line._get_or_bump_revision()
+            header = '%s - %s Rev %s (x%d)' % (
+                line.coating_config_id.name,
+                part.name,
+                part.revision or part.revision_number,
+                line.quantity,
+            )
+            extended = (line.line_description or '').strip()
+            line_desc = (header + '\n\n' + extended) if extended else header
+            if line.description_template_id:
+                line.description_template_id._register_usage()
+
+            so_vals['order_line'].append((0, 0, {
                 'product_id': product.id,
                 'name': line_desc,
-                'product_uom_qty': self.quantity,
-                'price_unit': self.unit_price or 0.0,
-            })],
-        }
+                'product_uom_qty': line.quantity,
+                'price_unit': line.unit_price or 0.0,
+                'x_fc_part_catalog_id': part.id,
+                'x_fc_coating_config_id': line.coating_config_id.id,
+                'x_fc_treatment_ids': [(6, 0, line.treatment_ids.ids)],
+                'x_fc_part_deadline': line.part_deadline,
+                'x_fc_rush_order': line.rush_order,
+                'x_fc_wo_group_tag': line.wo_group_tag or False,
+                'x_fc_part_wo_description': line.part_wo_description or False,
+                'x_fc_start_at_node_id': line.start_at_node_id.id or False,
+                'x_fc_is_one_off': line.is_one_off,
+                'x_fc_quote_id': line.quote_id.id or False,
+            }))
+
+        # 5. Create + confirm
         so = self.env['sale.order'].create(so_vals)
-        # Immediately confirm — skips quote/send step entirely
         so.action_confirm()
-        so.message_post(
-            body=_(
-                'Direct order created from PO %s. Quotation stage skipped.'
-            ) % self.po_number,
-        )
+
+        # 6. Push-to-defaults (C4) — after the part has been resolved /
+        # revision-bumped, write coating + treatments back onto the part
+        # catalog entry so the next order inherits the same defaults.
+        for line in self.line_ids:
+            if not line.push_to_defaults:
+                continue
+            part = line.part_catalog_id
+            if not part or line.is_one_off:
+                continue
+            part.write({
+                'x_fc_default_coating_config_id': line.coating_config_id.id or False,
+                'x_fc_default_treatment_ids': [(6, 0, line.treatment_ids.ids)],
+            })
+        so.message_post(body=_(
+            'Direct order created from PO %s with %d line(s). '
+            'Quotation stage skipped.'
+        ) % (self.po_number, len(self.line_ids)))
 
         return {
             'type': 'ir.actions.act_window',

fusion_plating/fusion_plating_configurator/wizard/fp_direct_order_wizard_views.xml

@@ -6,11 +6,17 @@
         <field name="model">fp.direct.order.wizard</field>
         <field name="arch" type="xml">
             <form string="Direct Order Entry">
+                <div class="alert alert-warning mb-0"
+                     role="alert"
+                     invisible="not missing_info_msg">
+                    <i class="fa fa-exclamation-triangle me-2"/>
+                    <field name="missing_info_msg" readonly="1" nolabel="1"/>
+                </div>
                 <sheet>
                     <div class="oe_title">
                         <h1>New Direct Order</h1>
                         <p class="text-muted">
-                            Skip the quotation stage — create a confirmed order
+                            Skip the quotation stage - create a confirmed order
                             when the customer has already sent a PO.
                         </p>
                     </div>
@@ -18,59 +24,32 @@
                     <group>
                         <group string="Customer">
                             <field name="partner_id" options="{'no_create_edit': True}"/>
+                            <field name="partner_invoice_id"
+                                   options="{'no_create_edit': True}"
+                                   invisible="not partner_id"/>
+                            <field name="partner_shipping_id"
+                                   options="{'no_create_edit': True}"
+                                   invisible="not partner_id"/>
+                            <field name="customer_job_number"/>
                         </group>
                         <group string="Purchase Order">
                             <field name="po_number"/>
-                            <field name="po_attachment_file" filename="po_attachment_filename"/>
+                            <field name="po_attachment_file"
+                                   filename="po_attachment_filename"/>
                             <field name="po_attachment_filename" invisible="1"/>
                         </group>
                     </group>
 
-                    <group string="Part">
-                        <group>
-                            <field name="part_catalog_id"
-                                   options="{'no_create_edit': True}"
-                                   context="{'default_partner_id': partner_id}"/>
-                            <field name="part_number" invisible="not part_catalog_id"/>
-                            <field name="current_revision" invisible="not part_catalog_id"/>
-                        </group>
-                        <group>
-                            <label for="surface_area" invisible="not part_catalog_id"/>
-                            <div class="o_row" invisible="not part_catalog_id">
-                                <field name="surface_area" nolabel="1" class="oe_inline"/>
-                                <field name="surface_area_uom" nolabel="1" class="oe_inline"/>
-                            </div>
-                        </group>
-                    </group>
-
-                    <group string="New Revision (optional)">
-                        <field name="create_new_revision"/>
-                        <field name="new_drawing_file"
-                               filename="new_drawing_filename"
-                               invisible="not create_new_revision"
-                               required="create_new_revision"/>
-                        <field name="new_drawing_filename" invisible="1"/>
-                        <field name="revision_note" invisible="not create_new_revision"/>
-                    </group>
-
                     <group>
-                        <group string="Order">
-                            <field name="coating_config_id"/>
-                            <field name="quantity"/>
-                            <field name="currency_id" invisible="1"/>
-                            <field name="unit_price" widget="monetary"
-                                   options="{'currency_field': 'currency_id'}"/>
-                            <field name="line_subtotal" widget="monetary"
-                                   options="{'currency_field': 'currency_id'}"/>
+                        <group string="Scheduling">
+                            <field name="planned_start_date"/>
+                            <field name="internal_deadline"/>
+                            <field name="customer_deadline"/>
+                            <field name="is_blanket_order"/>
+                            <field name="block_partial_shipments"/>
                         </group>
-                        <group string="Fulfilment">
-                            <field name="rush_order"/>
+                        <group string="Fulfilment &amp; Invoicing">
                             <field name="delivery_method"/>
-                        </group>
-                    </group>
-
-                    <group string="Invoicing">
-                        <group>
                             <field name="invoice_strategy"/>
                             <label for="deposit_percent"
                                    invisible="invoice_strategy != 'deposit'"/>
@@ -89,19 +68,125 @@
                         </group>
                     </group>
 
-                    <!-- ===== Line description — template picker + editable paragraph ===== -->
-                    <group string="Line Description">
-                        <field name="description_template_id"
-                               options="{'no_create': True, 'no_open': True}"
-                               placeholder="Start typing to search saved descriptions..."/>
-                        <field name="line_description" nolabel="1" colspan="2"
-                               placeholder="Pick a template above, then tweak the text here. Whatever you leave in this box lands on the sale order line."/>
-                    </group>
-
-                    <group string="Internal Notes">
-                        <field name="notes" nolabel="1" colspan="2"
-                               placeholder="Notes for the estimator / planner — not shown to the customer."/>
-                    </group>
+                    <notebook>
+                        <page string="Lines" name="lines">
+                            <div class="mb-2">
+                                <button name="action_add_from_prior_so"
+                                        type="object"
+                                        string="+ Add From Prior SO"
+                                        class="btn-secondary"
+                                        invisible="not partner_id"/>
+                                <button name="action_add_from_quotes"
+                                        type="object"
+                                        string="+ Add From Quotes"
+                                        class="btn-secondary"
+                                        invisible="not partner_id"/>
+                            </div>
+                            <field name="line_ids">
+                                <list editable="bottom"
+                                      decoration-warning="is_missing_info">
+                                    <field name="is_missing_info" column_invisible="1"/>
+                                    <field name="sequence" widget="handle"/>
+                                    <field name="part_catalog_id"
+                                           context="{'default_partner_id': parent.partner_id}"
+                                           domain="[('partner_id', '=', parent.partner_id), ('is_latest_revision', '=', True)]"
+                                           options="{'no_create_edit': True}"/>
+                                    <field name="coating_config_id"/>
+                                    <field name="treatment_ids"
+                                           widget="many2many_tags"
+                                           optional="hide"/>
+                                    <field name="quantity"/>
+                                    <field name="unit_price"
+                                           widget="monetary"
+                                           options="{'currency_field': 'currency_id'}"/>
+                                    <field name="line_subtotal"
+                                           widget="monetary"
+                                           options="{'currency_field': 'currency_id'}"
+                                           sum="Total"/>
+                                    <field name="part_deadline"/>
+                                    <field name="wo_group_tag" optional="show"/>
+                                    <field name="rush_order" optional="hide"/>
+                                    <field name="currency_id" column_invisible="1"/>
+                                </list>
+                                <form string="Order Line">
+                                    <group>
+                                        <group string="Part &amp; Treatment">
+                                            <field name="part_catalog_id"
+                                                   context="{'default_partner_id': parent.partner_id}"
+                                                   domain="[('partner_id', '=', parent.partner_id), ('is_latest_revision', '=', True)]"/>
+                                            <field name="part_number"
+                                                   invisible="not part_catalog_id"/>
+                                            <field name="part_revision"
+                                                   invisible="not part_catalog_id"/>
+                                            <field name="coating_config_id"/>
+                                            <field name="treatment_ids"
+                                                   widget="many2many_tags"/>
+                                        </group>
+                                        <group string="Qty &amp; Price">
+                                            <field name="quote_id"
+                                                   options="{'no_create': True, 'no_open': True}"/>
+                                            <field name="quantity"/>
+                                            <field name="unit_price"
+                                                   widget="monetary"
+                                                   options="{'currency_field': 'currency_id'}"/>
+                                            <field name="line_subtotal"
+                                                   widget="monetary"
+                                                   options="{'currency_field': 'currency_id'}"/>
+                                            <field name="part_deadline"/>
+                                            <field name="rush_order"/>
+                                            <field name="wo_group_tag"/>
+                                            <field name="currency_id" invisible="1"/>
+                                        </group>
+                                    </group>
+                                    <group string="New Revision (optional)">
+                                        <field name="create_new_revision"/>
+                                        <field name="new_drawing_file"
+                                               filename="new_drawing_filename"
+                                               invisible="not create_new_revision"
+                                               required="create_new_revision"/>
+                                        <field name="new_drawing_filename" invisible="1"/>
+                                        <field name="revision_note"
+                                               invisible="not create_new_revision"/>
+                                    </group>
+                                    <group string="Line Description">
+                                        <field name="description_template_id"
+                                               options="{'no_create': True, 'no_open': True}"
+                                               placeholder="Start typing to search saved descriptions..."/>
+                                        <field name="line_description"
+                                               nolabel="1" colspan="2"
+                                               placeholder="Pick a template above, then tweak the text here."/>
+                                    </group>
+                                    <group string="Work Order (internal)">
+                                        <field name="part_wo_description"
+                                               nolabel="1" colspan="2"
+                                               placeholder="Extra detail for the travelling sheet. Not shown to the customer."/>
+                                        <field name="start_at_node_id"
+                                               options="{'no_create': True}"/>
+                                        <field name="is_one_off"/>
+                                        <field name="push_to_defaults"
+                                               invisible="is_one_off"/>
+                                    </group>
+                                </form>
+                            </field>
+                            <group class="mt-3">
+                                <group>
+                                    <field name="total_line_count" readonly="1"/>
+                                    <field name="total_qty" readonly="1"/>
+                                </group>
+                                <group>
+                                    <field name="total_amount"
+                                           widget="monetary"
+                                           options="{'currency_field': 'currency_id'}"
+                                           readonly="1"/>
+                                    <field name="currency_id" invisible="1"/>
+                                </group>
+                            </group>
+                        </page>
+                        <page string="Notes" name="notes">
+                            <field name="notes" nolabel="1"
+                                   placeholder="Internal notes for the estimator / planner - not shown to the customer."/>
+                        </page>
+                    </notebook>
 
                 </sheet>
                 <footer>