ba6aeaaca9
res.partner.x_fc_default_coc_contact_id (single Many2one) becomes x_fc_default_coc_contact_ids (self-referential Many2many 'Default CoC Contacts') so a customer can list several contacts who need the CoC. - res.partner: M2m field (rel fp_default_coc_contact_rel) + many2many_tags. - Cert: contact_partner_id (primary addressee printed on the cert) is set to the FIRST CoC contact at job creation + lazy-filled at issue. - Send: action_send_to_customer pre-fills the email composer with ALL the customer's CoC contacts (primary + the rest), falling back to the company. - fp.job cert-default resolution + the action_issue gate wording updated. - Migration 19.0.10.2.0: copies each partner's old single value into the new M2m, then drops the orphaned column. Deployed + verified on entech: migration copied 2 existing values, old column dropped, field is M2m, send pre-fills all contacts. entech-only part_line_ids / multi-part resolver preserved. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
123 lines
6.2 KiB
XML
123 lines
6.2 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<!--
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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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<odoo>
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<record id="view_partner_form_fp_document_prefs" model="ir.ui.view">
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<field name="name">res.partner.form.fp.document.prefs</field>
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<field name="model">res.partner</field>
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<field name="inherit_id" ref="base.view_partner_form"/>
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<field name="arch" type="xml">
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<xpath expr="//notebook" position="inside">
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<page string="Plating Documents"
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name="fp_document_prefs"
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invisible="is_company != True">
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<group string="Documents to Send on Shipment"
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name="fp_document_prefs_group">
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<p class="text-muted" colspan="2">
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Control which quality documents are auto-generated and
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emailed to this customer when a job ships. Matches the
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customer's PO requirements so the shop doesn't have to
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remember per-account preferences.
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</p>
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<group>
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<field name="x_fc_send_coc" widget="boolean_toggle"/>
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<field name="x_fc_send_thickness_report" widget="boolean_toggle"/>
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</group>
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<group>
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<field name="x_fc_send_packing_slip" widget="boolean_toggle"/>
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<field name="x_fc_send_bol" widget="boolean_toggle"/>
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</group>
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<!-- Aerospace / Defence cert toggles (spec 2026-05-27).
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Default OFF; flip ON for aerospace customers that
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demand Nadcap / MTR / customer-specific cert
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alongside the standard CoC. -->
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<separator string="Aerospace / Defence" colspan="2"/>
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<group>
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<field name="x_fc_send_nadcap_cert" widget="boolean_toggle"/>
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<field name="x_fc_send_mill_test" widget="boolean_toggle"/>
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</group>
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<group>
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<field name="x_fc_send_customer_specific" widget="boolean_toggle"/>
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</group>
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</group>
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<separator string="Default CoC Contacts"/>
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<p class="text-muted">
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The contacts this customer's CoC is addressed to and
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emailed to. The first is the primary (printed on the
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cert); the rest are copied (CC) when the CoC is sent.
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Pre-fills cert records when a job ships. Leave blank
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to force the manager to pick at issue time.
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</p>
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<group>
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<field name="x_fc_default_coc_contact_ids"
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widget="many2many_tags"
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options="{'no_create': True}"/>
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</group>
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<separator string="Cert Statement Override (Sub 12c+)"/>
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<p class="text-muted">
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Boilerplate text printed in the "Certification Statement"
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block on this customer's CoC. Leave blank to use the
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company default, then a hardcoded AS9100/ISO 9001
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statement.
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</p>
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<field name="x_fc_cert_statement"
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placeholder="e.g. We certify these parts conform to MIL-DTL-5541F Class 1A and have been processed in accordance with…"/>
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</page>
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</xpath>
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</field>
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</record>
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<!-- Sub 6 — Per-contact routing flags on the contact's own form
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(opens when editing a child contact row). Applied to every
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res.partner form so delivery-location partners and their child
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contacts both surface the same flags. -->
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<record id="view_partner_form_fp_contact_routing_flags"
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model="ir.ui.view">
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<field name="name">res.partner.form.fp.contact.routing.flags</field>
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<field name="model">res.partner</field>
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<field name="inherit_id" ref="base.view_partner_form"/>
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<field name="priority">30</field>
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<field name="arch" type="xml">
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<xpath expr="//notebook" position="inside">
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<page string="Communication Routing"
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name="fp_contact_routing"
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invisible="is_company == True">
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<p class="text-muted">
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Tick the streams this contact should receive. Leave all
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blank to let the customer's company-level email handle
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everything (default behaviour). Set
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<b>Global Contact</b> for a primary account-manager
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contact who wants visibility into every outbound stream.
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</p>
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<group>
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<group>
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<field name="x_fc_is_global_contact"
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widget="boolean_toggle"/>
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</group>
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</group>
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<group string="Per-stream subscriptions"
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invisible="x_fc_is_global_contact">
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<group>
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<field name="x_fc_receives_certs"
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widget="boolean_toggle"/>
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<field name="x_fc_receives_qc"
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widget="boolean_toggle"/>
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</group>
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<group>
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<field name="x_fc_receives_quotes_so"
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widget="boolean_toggle"/>
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<field name="x_fc_receives_invoices"
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widget="boolean_toggle"/>
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</group>
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</group>
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</page>
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</xpath>
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</field>
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</record>
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</odoo>
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