Earlier I built report_fp_so_acknowledgement.xml as a separate
customer-facing document. On review there was no good reason — our
existing report_fp_sale.xml already flips its title between
"Quotation" and "Sales Order" based on state, and carried ~90% of
the same content. Two documents would have meant the shop had to
remember which to send when, and the customer would get two
near-identical PDFs in their inbox.
Consolidation:
1. Merged the four unique blocks from the acknowledgement into
report_fp_sale.xml (both portrait AND landscape variants):
- CUSTOMER JOB # / PLANNED START / CUSTOMER DEADLINE / SHIP VIA
info row (shown only when any of those fields is populated)
- Blanket / block-partial highlight-box callout (shown only
when the flags are set)
- External notes (x_fc_external_note) block above Terms and
Conditions
2. Deleted fusion_plating_reports/report/report_fp_so_acknowledgement.xml
and removed it from the module manifest. Also purged the orphan
ir.actions.report and ir.ui.view DB rows + the stale
ir.model.data entries.
3. Re-pointed the fp_mail_template_so_confirmed mail template's
report_template_ids from the now-gone acknowledgement report to
action_report_fp_sale_portrait. Updated hooks.py accordingly; the
hook now uses "set" semantics (replace all) instead of "add" so
re-running it cleans up stale attachments from prior refactors.
4. UAT on S00071: the Send button pre-selects the FP: Order
Confirmation template with SalesOrder_S00071.pdf attached. The
PDF renders with the new plating rows populated — Customer Job #
AMPH-2026-0420-01, Customer Deadline 05/14/2026 08:00:00 PM,
"Partial shipments blocked" callout, all lines + totals.
One PDF, one Send button behaviour, matching what Odoo and most
ERP systems do.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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