8142bd229a
Customer feedback: some customers don't send their PO with the
initial order — they send it days or weeks later. The system was
blocking SO confirmation without a PO, which forced the shop to
either wait on paperwork or ask a manager for a formal override.
New estimator-level path: a "PO Pending" boolean on sale.order +
an optional "PO Expected By" date.
* Confirm without a PO# / PO document when PO Pending is ticked.
* action_confirm skips the hard error if po_pending OR po_override
is set (keeps the existing manager-override path too).
* On confirm with PO Pending, the system schedules a chase
activity for po_expected_date (or +3 days if blank), assigned
via mail.activity so it shows up in the sales user's activity
list. Chatter note logged so audit is obvious.
* Direct-order wizard: po_number and po_attachment_file become
optional. Ticking "PO Pending" in the wizard is the trade-in;
a help note under the toggle explains the chase behaviour.
* Once the PO arrives, user fills in the PO# / uploads the doc,
and turns PO Pending off — existing downstream flow resumes.
Difference from x_fc_po_override (kept):
* PO Override = manager waiver, permanent ("handshake deal").
* PO Pending = estimator flag, time-boxed ("customer will send it
by Friday").
fusion_plating_configurator → 19.0.14.0.0
fusion_plating_invoicing → 19.0.3.0.0
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
48 lines
1.5 KiB
Python
48 lines
1.5 KiB
Python
# -*- coding: utf-8 -*-
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# Copyright 2026 Nexa Systems Inc.
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# License OPL-1 (Odoo Proprietary License v1.0)
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# Part of the Fusion Plating product family.
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{
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'name': 'Fusion Plating — Invoicing',
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'version': '19.0.3.0.0',
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'category': 'Manufacturing/Plating',
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'summary': 'Invoice strategy engine with deposit, progress billing, net terms, COD/prepay, and account holds.',
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'description': """
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Fusion Plating — Invoicing
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===========================
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Part of the Fusion Plating product family by Nexa Systems Inc.
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Provides:
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- Four invoice strategies: deposit, progress billing, net terms, COD/prepay
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- Customer-level default strategy with auto-fill on sale orders
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- Account hold flag on customers to block SO confirmation and invoicing
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- Automated deposit and full invoice creation on SO confirmation
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""",
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'author': 'Nexa Systems Inc.',
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'website': 'https://www.nexasystems.ca',
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'maintainer': 'Nexa Systems Inc.',
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'support': 'support@nexasystems.ca',
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'license': 'OPL-1',
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'price': 0.00,
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'currency': 'CAD',
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'depends': [
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'fusion_plating_configurator',
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'fusion_plating_logistics',
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'sale_management',
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'account',
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],
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'data': [
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'security/fp_invoicing_security.xml',
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'security/ir.model.access.csv',
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'views/fp_invoice_strategy_views.xml',
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'views/res_partner_views.xml',
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'views/sale_order_views.xml',
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'views/fp_invoicing_menu.xml',
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],
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'installable': True,
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'application': False,
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'auto_install': False,
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}
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