fusion_claims: MOD workflow rework — two-assessment split, 3 submission paths, recovery actions (v19.0.8.0.3)

Reworks the March of Dimes workflow to match reality: the OT does their own
disability assessment and provides the VOD letter; our accessibility specialist
then visits to produce the proposal/drawings/quote; and the application can be
submitted by us (internal), the client, or the authorizer themselves. The old
workflow flattened all this into one assessment state with a dead-end
funding_denied and no document tracking.

Data model (13 new sale.order fields):
- 5 new document binaries + filenames: VOD letter, Application Form (filled),
  Notice of Assessment, Property Tax, Proposal Document
- x_fc_mod_submitted_by Selection (internal/client/authorizer)
- x_fc_mod_handoff_date, x_fc_mod_vod_requested_date
- x_fc_mod_accessibility_specialist_id (m2o res.partner — internal or external)
- x_fc_mod_previous_status_before_hold (for proper resume)
- x_fc_mod_funding_denial_reason (captured via wizard)

Settings (4 res.company fields + res_config_settings mirrors):
- x_fc_mod_application_form (blank) + filename
- x_fc_mod_vod_form (blank) + filename
- x_fc_mod_followup_assignee_mode (office_contact / sales_rep)
- x_fc_mod_followup_office_contact_id

res.partner: added 'accessibility_specialist' to x_fc_contact_type.

State machine:
- New state handoff_to_client between quote_submitted and awaiting_funding,
  used for paths B/C (client or authorizer submits themselves)
- Fixed action_mod_on_hold to save x_fc_mod_previous_status_before_hold
- Fixed action_mod_resume to restore previous status (was hardcoded to
  in_production, losing context for cases held earlier)

4 new wizards:
- mod_submission_path_wizard — chooses submitted_by, auto-fires VOD request
  email on first switch to 'internal'
- mod_funding_denied_wizard — captures denial category + reason
- mod_resubmit_wizard — revises + resubmits denied cases (with optional
  doc clearing)
- mod_submission_confirmed_wizard — records client/authorizer confirmed
  submission, advances to awaiting_funding

8 new action methods:
- action_mod_set_submission_path, action_mod_request_vod,
  action_mod_handoff_to_client (validates docs, fires handoff email),
  action_mod_confirmed_submission, action_mod_resubmit_from_denied,
  action_mod_cancel_from_denied, action_mod_reopen_cancelled
- action_mod_funding_denied now opens the denial wizard

3 new email methods + 2 existing fixes:
- _send_mod_vod_request_email — auto-attaches blank VOD form from company
  settings, sent to authorizer when we are handling submission
- _send_mod_handoff_email — two templates (client vs authorizer), attaches
  proposal + drawing + blank MOD Application Form
- _mod_company_attachment helper for building attachments from company Binary
- Fixed _send_mod_assessment_completed_email to include authorizer
- Fixed _send_mod_pod_submitted_email to include client

New cron:
- _cron_mod_handoff_followup (daily 09:00) — creates mail.activity for office
  to confirm MOD submission. Assignee via company setting (office contact or
  sales rep). Uses existing rolling-window cap (2/month per order).

Views:
- sale_order form: new status-bar buttons (set path, request VOD, handoff,
  confirm, resubmit, cancel, reopen), new document section in MOD Documents
  tab with submission-path tracking, denial details, hold history
- res_config_settings: new MOD blank forms upload + assignee config

Deployed to odoo-westin (westin-v19) and odoo-mobility (mobility). Pre-deploy
FK cleanup from earlier session means mobility updated cleanly without
workaround. HTTP 200 on both, cron verified active, all new fields present.

fusion_claims/__manifest__.py

@@ -5,7 +5,7 @@
 
 {
     'name': 'Fusion Claims',
-    'version': '19.0.8.0.2',
+    'version': '19.0.8.0.3',
     'category': 'Sales',
     'summary': 'Complete ADP Claims Management with Dashboard, Sales Integration, Billing Automation, and Two-Stage Verification.',
     'description': """
@@ -122,6 +122,10 @@
         'wizard/mod_awaiting_funding_wizard_views.xml',
         'wizard/mod_funding_approved_wizard_views.xml',
         'wizard/mod_pca_received_wizard_views.xml',
+        'wizard/mod_submission_path_wizard_views.xml',
+        'wizard/mod_funding_denied_wizard_views.xml',
+        'wizard/mod_resubmit_wizard_views.xml',
+        'wizard/mod_submission_confirmed_wizard_views.xml',
         'wizard/odsp_sa_mobility_wizard_views.xml',
         'wizard/odsp_discretionary_wizard_views.xml',
         'wizard/odsp_submit_to_odsp_wizard_views.xml',

fusion_claims/data/ir_cron_data.xml

@@ -136,6 +136,22 @@
             <field name="nextcall" eval="DateTime.now().replace(hour=2, minute=0, second=0)"/>
         </record>
 
+        <!-- Cron Job: MOD Handoff Follow-up (2026-04 update)
+             Creates a mail.activity for the office to call the client or
+             authorizer to confirm they have submitted the MOD application.
+             Uses the rolling-window cap (shared with existing MOD follow-up)
+             so activities are spaced out, max 2 per 30-day window per order. -->
+        <record id="ir_cron_mod_handoff_followup" model="ir.cron">
+            <field name="name">Fusion Claims: MOD Handoff Follow-up</field>
+            <field name="model_id" ref="sale.model_sale_order"/>
+            <field name="state">code</field>
+            <field name="code">model._cron_mod_handoff_followup()</field>
+            <field name="interval_number">1</field>
+            <field name="interval_type">days</field>
+            <field name="active">True</field>
+            <field name="nextcall" eval="DateTime.now().replace(hour=9, minute=0, second=0)"/>
+        </record>
+
         <!-- Cron Job: ADP 12-month auto-expire for approved applications.
              Approved / approved_deduction orders past the configured funding
              window (fusion_claims.adp_approval_expiry_months, default 12 months)

fusion_claims/models/res_company.py

@@ -62,8 +62,63 @@ class ResCompany(models.Model):
         help='Contacts who will receive a copy (CC) of all automated ADP notifications',
     )
 
+    # ==========================================================================
+    # MARCH OF DIMES SETTINGS (shared blank forms + follow-up assignment)
+    # Added 2026-04 MOD update. Latest revision of the MOD-issued blank forms
+    # lives here so every case can auto-attach them to outgoing emails.
+    # ==========================================================================
+    x_fc_mod_application_form = fields.Binary(
+        string='MOD Application Form (blank)',
+        attachment=True,
+        help='Blank March of Dimes Application Form (latest MOD revision). '
+             'Auto-attached to the handoff email sent to the client or authorizer '
+             'when they will be submitting the application themselves.',
+    )
+    x_fc_mod_application_form_filename = fields.Char(
+        string='MOD Application Form Filename',
+    )
+    x_fc_mod_vod_form = fields.Binary(
+        string='Verification of Disability Form (blank)',
+        attachment=True,
+        help='Blank March of Dimes Verification of Disability form. '
+             'Auto-attached to the VOD request email sent to the authorizer when '
+             'our office is handling the MOD submission internally.',
+    )
+    x_fc_mod_vod_form_filename = fields.Char(
+        string='VOD Form Filename',
+    )
+    x_fc_mod_followup_assignee_mode = fields.Selection(
+        selection=[
+            ('office_contact', 'Designated Office Contact'),
+            ('sales_rep', 'Order Sales Rep'),
+        ],
+        string='MOD Follow-up Assignee',
+        default='office_contact',
+        help='Who gets the follow-up activity when a client or authorizer is '
+             'handling the MOD submission themselves. Office contact = one '
+             'designated person handles all follow-ups. Sales rep = the rep '
+             'on each order is responsible for their own follow-ups.',
+    )
+    x_fc_mod_followup_office_contact_id = fields.Many2one(
+        'res.users',
+        string='MOD Follow-up Office Contact',
+        help='The office user who receives MOD handoff follow-up activities '
+             'when assignee mode is set to Office Contact. Only used when '
+             'x_fc_mod_followup_assignee_mode == office_contact.',
+    )
+
     def _get_cheque_payable_name(self):
         """Get the name for cheque payments, defaulting to company name."""
         self.ensure_one()
         return self.x_fc_cheque_payable_to or self.name
 
+    def _get_mod_followup_assignee(self, sale_order):
+        """Return the res.users who should receive the MOD handoff follow-up
+        activity for the given order, based on this company's configuration.
+        Falls back to the order's sales rep when the office contact is missing.
+        """
+        self.ensure_one()
+        if self.x_fc_mod_followup_assignee_mode == 'office_contact' and self.x_fc_mod_followup_office_contact_id:
+            return self.x_fc_mod_followup_office_contact_id
+        return sale_order.user_id or self.env.user
+

fusion_claims/models/res_config_settings.py

@@ -59,6 +59,38 @@ class ResConfigSettings(models.TransientModel):
         string='Refund Policy',
     )
 
+    # =========================================================================
+    # MARCH OF DIMES SETTINGS (added 2026-04 MOD workflow update)
+    # =========================================================================
+    fc_mod_application_form = fields.Binary(
+        related='company_id.x_fc_mod_application_form',
+        readonly=False,
+        string='MOD Application Form (blank)',
+    )
+    fc_mod_application_form_filename = fields.Char(
+        related='company_id.x_fc_mod_application_form_filename',
+        readonly=False,
+    )
+    fc_mod_vod_form = fields.Binary(
+        related='company_id.x_fc_mod_vod_form',
+        readonly=False,
+        string='Verification of Disability Form (blank)',
+    )
+    fc_mod_vod_form_filename = fields.Char(
+        related='company_id.x_fc_mod_vod_form_filename',
+        readonly=False,
+    )
+    fc_mod_followup_assignee_mode = fields.Selection(
+        related='company_id.x_fc_mod_followup_assignee_mode',
+        readonly=False,
+        string='MOD Follow-up Assignee',
+    )
+    fc_mod_followup_office_contact_id = fields.Many2one(
+        related='company_id.x_fc_mod_followup_office_contact_id',
+        readonly=False,
+        string='Office Follow-up Contact',
+    )
+
     # =========================================================================
     # ADP BILLING SETTINGS
     # =========================================================================

fusion_claims/models/res_partner.py

@@ -26,6 +26,7 @@ class ResPartner(models.Model):
             ('muscular_dystrophy', 'Muscular Dystrophy'),
             ('occupational_therapist', 'Occupational Therapist'),
             ('physiotherapist', 'Physiotherapist'),
+            ('accessibility_specialist', 'Accessibility Specialist'),
             ('vendor', 'Vendor'),
             ('funding_agency', 'Funding Agency'),
             ('government_agency', 'Government Agency'),

fusion_claims/models/sale_order.py

@@ -432,6 +432,7 @@ class SaleOrder(models.Model):
             ('contract_received', 'PCA Received'),
             ('in_production', 'In Production'),
             ('project_complete', 'Complete'),
+            ('handoff_to_client', 'Handed Off (Client/Authorizer Submitting)'),
             ('pod_submitted', 'POD Sent'),
             ('case_closed', 'Closed'),
             ('on_hold', 'On Hold'),
@@ -441,7 +442,9 @@ class SaleOrder(models.Model):
         default='need_to_schedule',
         tracking=True,
         group_expand='_expand_mod_statuses',
-        help='March of Dimes case workflow status',
+        help='March of Dimes case workflow status. handoff_to_client means we '
+             'have given the proposal+quote+drawing to the client or authorizer '
+             'and are waiting for them to submit the application to MOD.',
     )
 
     @api.model
@@ -598,6 +601,108 @@ class SaleOrder(models.Model):
     )
     x_fc_mod_completion_photos_filename = fields.Char(string='Completion Photos Filename')
 
+    # ==========================================================================
+    # MOD DOCUMENTS — added 2026-04 workflow update
+    # Captures the full application package when WE submit to MOD on behalf
+    # of the client. The first 4 are required for internal submission; the
+    # proposal is the narrative document separate from the generated quotation PDF.
+    # ==========================================================================
+    x_fc_mod_vod_letter = fields.Binary(
+        string='Verification of Disability Letter',
+        attachment=True,
+        copy=False,
+        help='OT-signed Verification of Disability letter. Either on the OT\'s '
+             'letterhead or on the MOD-issued VOD form. Required before internal '
+             'submission to MOD.',
+    )
+    x_fc_mod_vod_letter_filename = fields.Char(string='VOD Letter Filename', copy=False)
+
+    x_fc_mod_application_form_doc = fields.Binary(
+        string='MOD Application Form (filled)',
+        attachment=True,
+        copy=False,
+        help='The filled-out and signed March of Dimes application form.',
+    )
+    x_fc_mod_application_form_doc_filename = fields.Char(string='Application Form Filename', copy=False)
+
+    x_fc_mod_notice_of_assessment = fields.Binary(
+        string='Notice of Assessment',
+        attachment=True,
+        copy=False,
+        help='CRA Notice of Assessment — required by MOD as proof of income.',
+    )
+    x_fc_mod_notice_of_assessment_filename = fields.Char(string='Notice of Assessment Filename', copy=False)
+
+    x_fc_mod_property_tax = fields.Binary(
+        string='Property Tax Bill',
+        attachment=True,
+        copy=False,
+        help='Property tax bill — required by MOD as proof of residency.',
+    )
+    x_fc_mod_property_tax_filename = fields.Char(string='Property Tax Filename', copy=False)
+
+    x_fc_mod_proposal_doc = fields.Binary(
+        string='Proposal Document',
+        attachment=True,
+        copy=False,
+        help='Our narrative proposal document describing the accessibility project. '
+             'Separate from the generated quotation PDF.',
+    )
+    x_fc_mod_proposal_doc_filename = fields.Char(string='Proposal Document Filename', copy=False)
+
+    # ==========================================================================
+    # MOD SUBMISSION PATH — who is submitting the application to March of Dimes?
+    # ==========================================================================
+    x_fc_mod_submitted_by = fields.Selection(
+        selection=[
+            ('internal', 'We submit on client\'s behalf'),
+            ('client', 'Client submits themselves'),
+            ('authorizer', 'Authorizer (OT) submits'),
+        ],
+        string='Application Submitted By',
+        copy=False,
+        tracking=True,
+        help='Who is submitting the MOD application. Determines which document '
+             'gates apply and whether we hand off materials to the client/OT.',
+    )
+    x_fc_mod_handoff_date = fields.Date(
+        string='Handoff Date',
+        copy=False,
+        tracking=True,
+        help='Date we handed the application package to the client or authorizer '
+             'for them to submit to MOD themselves.',
+    )
+    # NOTE: x_fc_mod_application_submitted_date already exists at line ~865 —
+    # we reuse it for the "MOD actually received the application" date across
+    # all 3 submission paths (internal/client/authorizer).
+    x_fc_mod_accessibility_specialist_id = fields.Many2one(
+        'res.partner',
+        string='Accessibility Specialist',
+        tracking=True,
+        help='Internal employee or external contractor who performed the '
+             'accessibility assessment visit. Can be a contact tagged as '
+             '"Accessibility Specialist" in the contact type.',
+    )
+    x_fc_mod_vod_requested_date = fields.Date(
+        string='VOD Request Sent',
+        copy=False,
+        help='Date we auto-emailed the authorizer the blank VOD form to fill out. '
+             'Set by action_mod_request_vod.',
+    )
+    x_fc_mod_previous_status_before_hold = fields.Char(
+        string='MOD Status Before Hold',
+        copy=False,
+        help='Previous MOD status before the case was put on hold. Used by '
+             'action_mod_resume to restore the correct state.',
+    )
+    x_fc_mod_funding_denial_reason = fields.Text(
+        string='Funding Denial Reason',
+        copy=False,
+        tracking=True,
+        help='Reason provided when MOD denied funding for this case. Captured '
+             'by mod_funding_denied_wizard.',
+    )
+
     # Trail computed fields for MOD documents
     x_fc_mod_trail_has_drawing = fields.Boolean(compute='_compute_mod_trail', string='Has Drawing')
     x_fc_mod_trail_has_initial_photos = fields.Boolean(compute='_compute_mod_trail', string='Has Initial Photos')
@@ -7540,8 +7645,21 @@ class SaleOrder(models.Model):
         }
 
     def action_mod_funding_denied(self):
+        """Open the funding denied wizard to capture denial reason + category.
+
+        2026-04 MOD update — was previously a bare write with no reason
+        capture. The wizard records the category (income/residency/scope/etc),
+        free-text reason, and fires the existing funding_denied email.
+        """
         self.ensure_one()
-        self.write({'x_fc_mod_status': 'funding_denied'})
+        return {
+            'type': 'ir.actions.act_window',
+            'name': 'MOD Funding Denied',
+            'res_model': 'fusion_claims.mod.funding.denied.wizard',
+            'view_mode': 'form',
+            'target': 'new',
+            'context': {'active_id': self.id},
+        }
 
     def action_mod_contract_received(self):
         """Open wizard to upload PCA document and record receipt."""
@@ -7593,13 +7711,178 @@ class SaleOrder(models.Model):
         })
 
     def action_mod_on_hold(self):
+        """Put the MOD case on hold, remembering the previous state for resume.
+
+        2026-04 fix — previously lost the previous state so action_mod_resume
+        was hardcoded to in_production. Now saves the current state and
+        action_mod_resume restores it properly.
+        """
         self.ensure_one()
-        self.write({'x_fc_mod_status': 'on_hold'})
+        if self.x_fc_mod_status in ('on_hold', 'case_closed', 'cancelled'):
+            raise UserError(_(
+                "This case cannot be put on hold from its current status (%s)."
+            ) % self.x_fc_mod_status)
+        self.write({
+            'x_fc_mod_status': 'on_hold',
+            'x_fc_mod_previous_status_before_hold': self.x_fc_mod_status,
+        })
 
     def action_mod_resume(self):
-        """Resume from on_hold - go back to in_production."""
+        """Resume from on_hold — restore the previous status.
+
+        2026-04 fix — previously hardcoded to 'in_production' which was
+        destructive for cases that were held earlier in the workflow. Now
+        uses x_fc_mod_previous_status_before_hold to restore the exact
+        state the case was in before the hold.
+        """
         self.ensure_one()
-        self.write({'x_fc_mod_status': 'in_production'})
+        if self.x_fc_mod_status != 'on_hold':
+            raise UserError(_("Only held cases can be resumed."))
+        previous = self.x_fc_mod_previous_status_before_hold or 'in_production'
+        self.write({
+            'x_fc_mod_status': previous,
+            'x_fc_mod_previous_status_before_hold': False,
+        })
+        labels = dict(self._fields['x_fc_mod_status'].selection)
+        self.message_post(
+            body=Markup(
+                '<div class="alert alert-success" role="alert">'
+                '<strong><i class="fa fa-play-circle"></i> Case resumed</strong> — '
+                f'restored to <strong>{labels.get(previous, previous)}</strong>'
+                '</div>'
+            ),
+            message_type='notification',
+            subtype_xmlid='mail.mt_note',
+        )
+
+    # ==========================================================================
+    # MOD 2026-04 UPDATE — new submission-path actions + recovery actions
+    # ==========================================================================
+
+    def action_mod_set_submission_path(self):
+        """Open the wizard asking who will submit the MOD application."""
+        self.ensure_one()
+        return {
+            'type': 'ir.actions.act_window',
+            'name': 'Set MOD Submission Path',
+            'res_model': 'fusion_claims.mod.submission.path.wizard',
+            'view_mode': 'form',
+            'target': 'new',
+            'context': {'active_id': self.id},
+        }
+
+    def action_mod_request_vod(self):
+        """Email the authorizer the blank VOD form to complete + return.
+
+        Fired automatically the first time submitted_by is set to 'internal',
+        and also available as a manual button for follow-up requests.
+        """
+        self.ensure_one()
+        if not self.x_fc_authorizer_id or not self.x_fc_authorizer_id.email:
+            raise UserError(_(
+                "No authorizer with an email address is set on this order. "
+                "Please assign an authorizer before requesting the VOD form."
+            ))
+        self._send_mod_vod_request_email()
+        return True
+
+    def action_mod_handoff_to_client(self):
+        """Move a MOD order to 'handoff_to_client' and email the package
+        to whoever is going to submit (client or authorizer).
+
+        Requires x_fc_mod_submitted_by in ('client', 'authorizer') and the
+        proposal + drawing + quotation to be present. The blank MOD
+        application form from company settings is attached to the email
+        so the submitter has everything in one place.
+        """
+        self.ensure_one()
+        if self.x_fc_mod_submitted_by not in ('client', 'authorizer'):
+            raise UserError(_(
+                "Handoff is only valid when submitted_by is 'client' or 'authorizer'. "
+                "Use 'Set MOD Submission Path' to choose first."
+            ))
+        missing = []
+        if not self.x_fc_mod_proposal_doc:
+            missing.append(_("Proposal Document"))
+        if not self.x_fc_mod_drawing:
+            missing.append(_("Drawing"))
+        if missing:
+            raise UserError(_(
+                "Cannot hand off without: %s. Upload the missing documents "
+                "on the MOD Documents section of the order."
+            ) % ", ".join(missing))
+
+        self.with_context(skip_status_emails=True).write({
+            'x_fc_mod_status': 'handoff_to_client',
+            'x_fc_mod_handoff_date': fields.Date.today(),
+        })
+        try:
+            self._send_mod_handoff_email()
+        except Exception as e:
+            _logger.error(f"action_mod_handoff_to_client: email failed for {self.name}: {e}")
+        return True
+
+    def action_mod_confirmed_submission(self):
+        """Open wizard to record that client/authorizer submitted the app."""
+        self.ensure_one()
+        return {
+            'type': 'ir.actions.act_window',
+            'name': 'Confirm MOD Submission',
+            'res_model': 'fusion_claims.mod.submission.confirmed.wizard',
+            'view_mode': 'form',
+            'target': 'new',
+            'context': {'active_id': self.id},
+        }
+
+    def action_mod_resubmit_from_denied(self):
+        """Open the resubmit wizard to revise + resubmit a denied case."""
+        self.ensure_one()
+        if self.x_fc_mod_status != 'funding_denied':
+            raise UserError(_("This action is only available for denied cases."))
+        return {
+            'type': 'ir.actions.act_window',
+            'name': 'Resubmit to MOD',
+            'res_model': 'fusion_claims.mod.resubmit.wizard',
+            'view_mode': 'form',
+            'target': 'new',
+            'context': {'active_id': self.id},
+        }
+
+    def action_mod_cancel_from_denied(self):
+        """Cancel a denied MOD case."""
+        self.ensure_one()
+        if self.x_fc_mod_status != 'funding_denied':
+            raise UserError(_("This action is only available for denied cases."))
+        self.write({'x_fc_mod_status': 'cancelled'})
+        self.message_post(
+            body=Markup(
+                '<div class="alert alert-secondary" role="alert">'
+                '<strong><i class="fa fa-times"></i> MOD case cancelled after funding denial.</strong>'
+                '</div>'
+            ),
+            message_type='notification',
+            subtype_xmlid='mail.mt_note',
+        )
+
+    def action_mod_reopen_cancelled(self):
+        """Reopen a cancelled MOD case back to the entry state."""
+        self.ensure_one()
+        if self.x_fc_mod_status != 'cancelled':
+            raise UserError(_("This action is only available for cancelled cases."))
+        self.write({
+            'x_fc_mod_status': 'need_to_schedule',
+            'x_fc_mod_funding_denial_reason': False,
+        })
+        self.message_post(
+            body=Markup(
+                '<div class="alert alert-info" role="alert">'
+                '<strong><i class="fa fa-refresh"></i> MOD case reopened.</strong> '
+                'Status reset to "Need to Schedule Assessment".'
+                '</div>'
+            ),
+            message_type='notification',
+            subtype_xmlid='mail.mt_note',
+        )
 
     def action_cancel(self):
         """Override: also set MOD status to cancelled when order is cancelled."""
@@ -7870,7 +8153,12 @@ class SaleOrder(models.Model):
         )
 
     def _send_mod_assessment_completed_email(self):
-        """Email: Assessment completed. To: Client."""
+        """Email: Accessibility assessment completed. Client + Authorizer.
+
+        2026-04 email audit fix — authorizer was previously excluded. They
+        need to know our accessibility specialist has finished the visit so
+        they can expect the proposal/drawings for their VOD letter context.
+        """
         self.ensure_one()
         client_name = self.partner_id.name or 'Client'
         return self._send_mod_email(
@@ -7878,7 +8166,7 @@ class SaleOrder(models.Model):
             title='Assessment Completed',
             summary=f'The accessibility assessment for <strong>{client_name}</strong> has been completed.',
             email_type='success',
-            include_client=True, include_authorizer=False,
+            include_client=True, include_authorizer=True,
             note='<strong>Next steps:</strong> Our team is now preparing the drawings and quotation '
                  'based on the assessment. We will send you the proposal once it is ready for review.',
             note_color='#38a169',
@@ -8003,7 +8291,12 @@ class SaleOrder(models.Model):
         )
 
     def _send_mod_pod_submitted_email(self):
-        """Email: Photos/POD submitted to MOD. To: MOD contact, CC: Authorizer."""
+        """Email: Photos/POD submitted to MOD. Client + Authorizer + MOD contact.
+
+        2026-04 email audit fix — client was previously excluded. POD
+        submission is a near-delivery milestone and the client should know
+        their case is wrapping up.
+        """
         self.ensure_one()
         client_name = self.partner_id.name or 'Client'
         return self._send_mod_email(
@@ -8011,7 +8304,7 @@ class SaleOrder(models.Model):
             title='Proof of Delivery Submitted',
             summary=f'Photos and proof of delivery for <strong>{client_name}</strong> have been submitted.',
             email_type='info',
-            include_client=False, include_authorizer=True, include_mod_contact=True,
+            include_client=True, include_authorizer=True, include_mod_contact=True,
             note='Please process the final payment (10%) as per the Payment Commitment Agreement terms.',
         )
 
@@ -8046,6 +8339,313 @@ class SaleOrder(models.Model):
                  'If you experience any issues, please contact us immediately.',
         )
 
+    # ==========================================================================
+    # MOD 2026-04 UPDATE — new email methods for submission-path workflow
+    # ==========================================================================
+
+    def _mod_company_attachment(self, field_name, filename_field, default_name):
+        """Build an ir.attachment record from a Binary on res.company so it
+        can be attached to an outgoing mail.mail. Returns the attachment ID
+        list (empty if the company field is not set).
+        """
+        self.ensure_one()
+        company = self.company_id or self.env.company
+        data = getattr(company, field_name, False)
+        if not data:
+            return []
+        filename = getattr(company, filename_field, False) or default_name
+        attachment = self.env['ir.attachment'].sudo().create({
+            'name': filename,
+            'datas': data,
+            'res_model': 'sale.order',
+            'res_id': self.id,
+            'type': 'binary',
+        })
+        return [attachment.id]
+
+    def _send_mod_vod_request_email(self):
+        """Email the authorizer the blank VOD form for them to complete.
+
+        Fires when submitted_by is first set to 'internal' (via the submission
+        path wizard) and also available as a manual button (action_mod_request_vod).
+        Attaches the blank VOD form from company settings.
+        """
+        self.ensure_one()
+        if not self._is_email_notifications_enabled():
+            return False
+        authorizer = self.x_fc_authorizer_id
+        if not authorizer or not authorizer.email:
+            _logger.warning(f"_send_mod_vod_request_email: no authorizer email for {self.name}")
+            return False
+
+        client_name = self.partner_id.name or 'Client'
+        sales_rep = self.user_id
+        sender_name = sales_rep.name if sales_rep else self.env.user.name
+
+        body_html = self._mod_email_build(
+            title='Verification of Disability Needed',
+            summary=(
+                f'Our office is handling the March of Dimes application for '
+                f'<strong>{client_name}</strong> on their behalf. To complete '
+                f'the submission we need the <strong>Verification of Disability</strong> '
+                f'signed by you.'
+            ),
+            email_type='attention',
+            sections=[('Case Details', self._build_mod_case_detail_rows())],
+            note=(
+                '<strong>What we need:</strong> Please complete the attached '
+                'blank Verification of Disability form (or provide the same '
+                'information on your own letterhead) and send it back to us so '
+                'we can finalise the application submission to March of Dimes.'
+            ),
+            note_color='#d69e2e',
+            sender_name=sender_name,
+        )
+        attachment_ids = self._mod_company_attachment(
+            'x_fc_mod_vod_form',
+            'x_fc_mod_vod_form_filename',
+            'Verification_of_Disability_Form.pdf',
+        )
+        cc = []
+        if sales_rep and sales_rep.email:
+            cc.append(sales_rep.email)
+        try:
+            mail_vals = {
+                'subject': f'Verification of Disability needed - {client_name} - {self.name}',
+                'body_html': body_html,
+                'email_to': authorizer.email,
+                'email_cc': ', '.join(cc),
+                'model': 'sale.order',
+                'res_id': self.id,
+            }
+            if attachment_ids:
+                mail_vals['attachment_ids'] = [(6, 0, attachment_ids)]
+            self.env['mail.mail'].sudo().create(mail_vals).send()
+            self.with_context(skip_all_validations=True).write({
+                'x_fc_mod_vod_requested_date': fields.Date.today(),
+            })
+            self._email_chatter_log(
+                'VOD request email sent to authorizer',
+                authorizer.email,
+                ', '.join(cc) if cc else None,
+                ['VOD form attached' if attachment_ids else 'No VOD form configured on company'],
+            )
+            return True
+        except Exception as e:
+            _logger.error(f"Failed to send MOD VOD request for {self.name}: {e}")
+            return False
+
+    def _send_mod_handoff_email(self):
+        """Email the MOD application package to whoever is submitting it
+        (client OR authorizer). Different subject/body depending on which
+        party. Attaches proposal + drawing + blank MOD Application Form.
+        """
+        self.ensure_one()
+        if not self._is_email_notifications_enabled():
+            return False
+        if self.x_fc_mod_submitted_by not in ('client', 'authorizer'):
+            return False
+
+        client = self.partner_id
+        authorizer = self.x_fc_authorizer_id
+        sales_rep = self.user_id
+        client_name = client.name or 'Client'
+        sender_name = sales_rep.name if sales_rep else self.env.user.name
+
+        if self.x_fc_mod_submitted_by == 'client':
+            primary = client
+            subject_prefix = 'Your March of Dimes Application Package'
+            title = 'Your MOD Application Package'
+            summary = (
+                f'Hi {client_name}, please find attached everything you need to '
+                f'submit your application to March of Dimes: the proposal, drawings, '
+                f'quotation, and the blank MOD application form.'
+            )
+            note = (
+                '<strong>Next steps:</strong><ol>'
+                '<li>Review the proposal and quotation.</li>'
+                '<li>Complete the attached MOD Application Form.</li>'
+                '<li>Submit the completed package to March of Dimes.</li>'
+                '<li><strong>Call us</strong> once you have submitted so we can track the progress.</li>'
+                '</ol>'
+            )
+            cc_partners = [authorizer] if authorizer and authorizer.email else []
+        else:
+            primary = authorizer
+            subject_prefix = f'MOD Application Package for {client_name}'
+            title = f'MOD Application Package — {client_name}'
+            summary = (
+                f'Please find attached the full application package for '
+                f'<strong>{client_name}</strong>: proposal, drawings, quotation, '
+                f'and the blank MOD application form. You are handling the '
+                f'submission to March of Dimes on behalf of your client.'
+            )
+            note = (
+                '<strong>Please confirm with us</strong> once you have submitted '
+                'the application so we can advance the case in our system.'
+            )
+            cc_partners = [client] if client and client.email else []
+
+        if not primary or not primary.email:
+            _logger.warning(
+                f"_send_mod_handoff_email: no email for {self.x_fc_mod_submitted_by} on {self.name}"
+            )
+            return False
+
+        body_html = self._mod_email_build(
+            title=title,
+            summary=summary,
+            email_type='info',
+            sections=[('Case Details', self._build_mod_case_detail_rows())],
+            note=note,
+            sender_name=sender_name,
+        )
+
+        # Build attachments: our proposal + drawing + blank MOD Application Form.
+        attachment_ids = []
+        if self.x_fc_mod_proposal_doc:
+            att = self.env['ir.attachment'].sudo().create({
+                'name': self.x_fc_mod_proposal_doc_filename or 'Proposal.pdf',
+                'datas': self.x_fc_mod_proposal_doc,
+                'res_model': 'sale.order',
+                'res_id': self.id,
+                'type': 'binary',
+            })
+            attachment_ids.append(att.id)
+        if self.x_fc_mod_drawing:
+            att = self.env['ir.attachment'].sudo().create({
+                'name': self.x_fc_mod_drawing_filename or 'Drawing.pdf',
+                'datas': self.x_fc_mod_drawing,
+                'res_model': 'sale.order',
+                'res_id': self.id,
+                'type': 'binary',
+            })
+            attachment_ids.append(att.id)
+        attachment_ids.extend(self._mod_company_attachment(
+            'x_fc_mod_application_form',
+            'x_fc_mod_application_form_filename',
+            'MOD_Application_Form.pdf',
+        ))
+
+        cc_emails = [p.email for p in cc_partners if p and p.email]
+        if sales_rep and sales_rep.email and sales_rep.email not in cc_emails:
+            cc_emails.append(sales_rep.email)
+        try:
+            mail_vals = {
+                'subject': f'{subject_prefix} - {self.name}',
+                'body_html': body_html,
+                'email_to': primary.email,
+                'email_cc': ', '.join(cc_emails),
+                'model': 'sale.order',
+                'res_id': self.id,
+            }
+            if attachment_ids:
+                mail_vals['attachment_ids'] = [(6, 0, attachment_ids)]
+            self.env['mail.mail'].sudo().create(mail_vals).send()
+            self._email_chatter_log(
+                f'MOD handoff email sent ({self.x_fc_mod_submitted_by})',
+                primary.email,
+                ', '.join(cc_emails) if cc_emails else None,
+                [f'{len(attachment_ids)} attachment(s)'],
+            )
+            return True
+        except Exception as e:
+            _logger.error(f"Failed to send MOD handoff email for {self.name}: {e}")
+            return False
+
+    def _cron_mod_handoff_followup(self):
+        """Daily cron: create mail.activity follow-ups for MOD orders in
+        handoff_to_client state so the office remembers to call the client
+        and confirm whether they have submitted the application to MOD yet.
+
+        Assignee comes from company settings:
+          - x_fc_mod_followup_assignee_mode == 'office_contact' → the
+            designated office user
+          - x_fc_mod_followup_assignee_mode == 'sales_rep' → the order's
+            sales rep
+
+        Reuses the existing rolling-window cap logic via
+        x_fc_mod_followup_month_count so the office doesn't get spammed
+        with daily activities.
+        """
+        from datetime import timedelta
+        ICP = self.env['ir.config_parameter'].sudo()
+        try:
+            max_per_month = int(ICP.get_param('fusion_claims.mod_followup_max_per_month', '2'))
+        except (TypeError, ValueError):
+            max_per_month = 2
+        try:
+            window_days = int(ICP.get_param('fusion_claims.mod_followup_window_days', '30'))
+        except (TypeError, ValueError):
+            window_days = 30
+
+        activity_type = self.env.ref(
+            'fusion_claims.mail_activity_type_mod_followup',
+            raise_if_not_found=False,
+        )
+        if not activity_type:
+            return
+
+        today = fields.Date.today()
+        orders = self.search([
+            ('x_fc_sale_type', '=', 'march_of_dimes'),
+            ('x_fc_mod_status', '=', 'handoff_to_client'),
+        ])
+        for order in orders:
+            try:
+                # Respect the existing rolling-window cap (shared with the
+                # existing MOD follow-up cron).
+                start = order.x_fc_mod_followup_month_start
+                count = order.x_fc_mod_followup_month_count or 0
+                if start and (today - start).days < window_days and count >= max_per_month:
+                    continue
+                if not start or (today - start).days >= window_days:
+                    order.with_context(skip_all_validations=True).write({
+                        'x_fc_mod_followup_month_start': today,
+                        'x_fc_mod_followup_month_count': 0,
+                    })
+                    count = 0
+
+                # Don't double-schedule — skip if an open activity of our type
+                # already exists.
+                existing = self.env['mail.activity'].search([
+                    ('res_model', '=', 'sale.order'),
+                    ('res_id', '=', order.id),
+                    ('activity_type_id', '=', activity_type.id),
+                ], limit=1)
+                if existing:
+                    continue
+
+                company = order.company_id or self.env.company
+                assignee = company._get_mod_followup_assignee(order)
+                if not assignee:
+                    continue
+
+                client_name = order.partner_id.name or 'client'
+                handoff_date = order.x_fc_mod_handoff_date
+                days_since = (today - handoff_date).days if handoff_date else None
+                summary = f'MOD Follow-up: call {client_name} — confirm application submission'
+                if days_since is not None:
+                    summary += f' ({days_since} days since handoff)'
+
+                order.activity_schedule(
+                    'fusion_claims.mail_activity_type_mod_followup',
+                    date_deadline=today + timedelta(days=3),
+                    user_id=assignee.id,
+                    summary=summary,
+                )
+                order.with_context(skip_all_validations=True).write({
+                    'x_fc_mod_followup_month_count': count + 1,
+                })
+                _logger.info(
+                    f"MOD handoff follow-up scheduled for {order.name} "
+                    f"→ {assignee.name}"
+                )
+            except Exception as e:
+                _logger.error(
+                    f"_cron_mod_handoff_followup failed for {order.name}: {e}"
+                )
+
     def _mod_followup_cap_state(self):
         """Return (within_cap, reset_needed, new_start, max_per_month) tuple.
 

fusion_claims/views/res_config_settings_views.xml

@@ -330,6 +330,77 @@
                         </div>
                     </div>
 
+                    <!-- ============================================================= -->
+                    <!-- MOD BLANK FORMS + HANDOFF FOLLOW-UP (2026-04 update)           -->
+                    <!-- ============================================================= -->
+                    <h2>March of Dimes — Blank Forms &amp; Handoff Follow-Up</h2>
+                    <p class="text-muted">
+                        Upload the latest revision of the MOD-issued blank forms here.
+                        They are auto-attached to outgoing emails so every case uses the
+                        current version. Re-upload whenever March of Dimes publishes a
+                        new revision.
+                    </p>
+                    <div class="row mt-4 o_settings_container">
+                        <div class="col-12 col-lg-6 o_setting_box">
+                            <div class="o_setting_right_pane">
+                                <span class="o_form_label">MOD Application Form (blank)</span>
+                                <div class="text-muted">
+                                    Attached to the handoff email when client or authorizer
+                                    is submitting the application themselves.
+                                </div>
+                                <div class="mt-2">
+                                    <field name="fc_mod_application_form"
+                                           filename="fc_mod_application_form_filename"
+                                           widget="binary"/>
+                                </div>
+                            </div>
+                        </div>
+                        <div class="col-12 col-lg-6 o_setting_box">
+                            <div class="o_setting_right_pane">
+                                <span class="o_form_label">Verification of Disability Form (blank)</span>
+                                <div class="text-muted">
+                                    Attached to the VOD request email sent to the authorizer
+                                    when our office is handling the MOD submission internally.
+                                </div>
+                                <div class="mt-2">
+                                    <field name="fc_mod_vod_form"
+                                           filename="fc_mod_vod_form_filename"
+                                           widget="binary"/>
+                                </div>
+                            </div>
+                        </div>
+                    </div>
+                    <div class="row mt-4 o_settings_container">
+                        <div class="col-12 col-lg-6 o_setting_box">
+                            <div class="o_setting_right_pane">
+                                <span class="o_form_label">Handoff Follow-up Assignee</span>
+                                <div class="text-muted">
+                                    Who gets the follow-up activity when a client or authorizer
+                                    is handling the MOD submission themselves. "Office contact"
+                                    routes all follow-ups to a single designated person. "Sales
+                                    rep" assigns to the rep on each order.
+                                </div>
+                                <div class="mt-2">
+                                    <field name="fc_mod_followup_assignee_mode" widget="radio"/>
+                                </div>
+                            </div>
+                        </div>
+                        <div class="col-12 col-lg-6 o_setting_box">
+                            <div class="o_setting_right_pane">
+                                <span class="o_form_label">Office Follow-up Contact</span>
+                                <div class="text-muted">
+                                    The office user who receives MOD handoff follow-up activities
+                                    when assignee mode is set to Office Contact.
+                                </div>
+                                <div class="mt-2">
+                                    <field name="fc_mod_followup_office_contact_id"
+                                           invisible="fc_mod_followup_assignee_mode != 'office_contact'"
+                                           options="{'no_create': True}"/>
+                                </div>
+                            </div>
+                        </div>
+                    </div>
+
                     <!-- ============================================================= -->
                     <!-- DATA MIGRATION -->
                     <!-- ============================================================= -->

fusion_claims/views/sale_order_views.xml

@@ -193,12 +193,57 @@
                 <!-- Exception buttons -->
                 <button name="action_mod_on_hold" type="object"
                         string="Hold" class="btn-warning" icon="fa-pause"
-                        invisible="not x_fc_is_mod_sale or x_fc_mod_status not in ('contract_received', 'in_production', 'project_complete')"/>
+                        invisible="not x_fc_is_mod_sale or x_fc_mod_status in ('on_hold', 'case_closed', 'cancelled', False)"/>
 
                 <button name="action_mod_resume" type="object"
                         string="Resume" class="btn-success" icon="fa-play"
                         invisible="not x_fc_is_mod_sale or x_fc_mod_status != 'on_hold'"/>
 
+                <!-- ======================================================= -->
+                <!-- MOD 2026-04 UPDATE — new submission-path + recovery btns  -->
+                <!-- ======================================================= -->
+
+                <!-- Set MOD Submission Path (internal / client / authorizer) -->
+                <button name="action_mod_set_submission_path" type="object"
+                        string="Set Submission Path" class="btn-info" icon="fa-sitemap"
+                        invisible="not x_fc_is_mod_sale or x_fc_mod_status not in ('assessment_completed', 'processing_drawings', 'quote_submitted')"
+                        help="Choose who is submitting the MOD application (our office, the client, or the authorizer)"/>
+
+                <!-- Request VOD from Authorizer (manual re-send) -->
+                <button name="action_mod_request_vod" type="object"
+                        string="Request VOD from Authorizer" class="btn-warning" icon="fa-envelope"
+                        invisible="not x_fc_is_mod_sale or x_fc_mod_submitted_by != 'internal' or x_fc_mod_vod_letter"
+                        help="Email the authorizer the blank Verification of Disability form to complete. Fires automatically once on first setting submitted_by=internal, this button is for manual re-sends."/>
+
+                <!-- Handoff to Client/Authorizer (paths B/C) -->
+                <button name="action_mod_handoff_to_client" type="object"
+                        string="Handoff Package" class="btn-primary" icon="fa-share"
+                        invisible="not x_fc_is_mod_sale or x_fc_mod_submitted_by not in ('client', 'authorizer') or x_fc_mod_status not in ('processing_drawings', 'quote_submitted')"
+                        confirm="This will email the full MOD application package to the client or authorizer and move the case to Handoff state. Continue?"
+                        help="Email proposal + drawing + blank MOD application form to whoever is submitting, and move the case to handoff_to_client"/>
+
+                <!-- Confirm Submission (for handoff_to_client state) -->
+                <button name="action_mod_confirmed_submission" type="object"
+                        string="Confirm Submission" class="btn-success" icon="fa-check-circle"
+                        invisible="not x_fc_is_mod_sale or x_fc_mod_status != 'handoff_to_client'"
+                        help="Client or authorizer confirmed they submitted the application to MOD. Record the date and advance to Awaiting Funding."/>
+
+                <!-- Recovery buttons for funding_denied -->
+                <button name="action_mod_resubmit_from_denied" type="object"
+                        string="Resubmit" class="btn-primary" icon="fa-undo"
+                        invisible="not x_fc_is_mod_sale or x_fc_mod_status != 'funding_denied'"
+                        help="Revise and resubmit the case to March of Dimes after a denial"/>
+
+                <button name="action_mod_cancel_from_denied" type="object"
+                        string="Cancel Case" class="btn-danger" icon="fa-times"
+                        invisible="not x_fc_is_mod_sale or x_fc_mod_status != 'funding_denied'"
+                        confirm="Cancel this denied MOD case? This action can be reversed with Reopen."/>
+
+                <button name="action_mod_reopen_cancelled" type="object"
+                        string="Reopen" class="btn-info" icon="fa-refresh"
+                        invisible="not x_fc_is_mod_sale or x_fc_mod_status != 'cancelled'"
+                        confirm="Reopen this cancelled MOD case? Status will reset to Need to Schedule."/>
+
             </xpath>
 
             <!-- ============================================= -->
@@ -234,6 +279,59 @@
                         Upload Completion Photos and Proof of Delivery to submit to the case worker.
                     </div>
 
+                    <!-- ===== 2026-04 MOD Update: Submission Path + Application Package ===== -->
+                    <separator string="MOD Submission Path"/>
+                    <div class="alert alert-secondary" role="alert"
+                         invisible="x_fc_mod_submitted_by">
+                        <i class="fa fa-question-circle"/> <strong>Who is submitting this application?</strong>
+                        Click <strong>Set Submission Path</strong> in the status bar above to choose:
+                        internal (we submit), client, or authorizer.
+                    </div>
+                    <group col="4">
+                        <field name="x_fc_mod_submitted_by" readonly="1"/>
+                        <field name="x_fc_mod_handoff_date" readonly="1"
+                               invisible="x_fc_mod_submitted_by == 'internal'"/>
+                        <field name="x_fc_mod_application_submitted_date" readonly="1"/>
+                        <field name="x_fc_mod_vod_requested_date" readonly="1"
+                               invisible="x_fc_mod_submitted_by != 'internal'"/>
+                        <field name="x_fc_mod_accessibility_specialist_id"
+                               options="{'no_create': True}"/>
+                    </group>
+
+                    <separator string="MOD Application Package (when WE submit on client's behalf)"
+                               invisible="x_fc_mod_submitted_by != 'internal'"/>
+                    <group col="2" invisible="x_fc_mod_submitted_by != 'internal'">
+                        <field name="x_fc_mod_vod_letter"
+                               filename="x_fc_mod_vod_letter_filename"
+                               widget="binary"/>
+                        <field name="x_fc_mod_application_form_doc"
+                               filename="x_fc_mod_application_form_doc_filename"
+                               widget="binary"/>
+                        <field name="x_fc_mod_notice_of_assessment"
+                               filename="x_fc_mod_notice_of_assessment_filename"
+                               widget="binary"/>
+                        <field name="x_fc_mod_property_tax"
+                               filename="x_fc_mod_property_tax_filename"
+                               widget="binary"/>
+                    </group>
+
+                    <separator string="Proposal Document"/>
+                    <group col="2">
+                        <field name="x_fc_mod_proposal_doc"
+                               filename="x_fc_mod_proposal_doc_filename"
+                               widget="binary"/>
+                    </group>
+
+                    <separator string="Funding Denial Details" invisible="x_fc_mod_status != 'funding_denied'"/>
+                    <group invisible="x_fc_mod_status != 'funding_denied'">
+                        <field name="x_fc_mod_funding_denial_reason" readonly="1" nolabel="1"/>
+                    </group>
+
+                    <separator string="Hold History" invisible="not x_fc_mod_previous_status_before_hold"/>
+                    <group invisible="not x_fc_mod_previous_status_before_hold">
+                        <field name="x_fc_mod_previous_status_before_hold" readonly="1"/>
+                    </group>
+
                     <!-- ===== Row 1: Assessment Documents ===== -->
                     <div class="row">
                         <!-- Column 1: Assessment and Design -->

fusion_claims/wizard/__init__.py

@@ -23,6 +23,10 @@ from . import send_to_mod_wizard
 from . import mod_awaiting_funding_wizard
 from . import mod_funding_approved_wizard
 from . import mod_pca_received_wizard
+from . import mod_submission_path_wizard
+from . import mod_funding_denied_wizard
+from . import mod_resubmit_wizard
+from . import mod_submission_confirmed_wizard
 from . import odsp_sa_mobility_wizard
 from . import odsp_discretionary_wizard
 from . import odsp_pre_approved_wizard

fusion_claims/wizard/mod_funding_denied_wizard.py

@@ -0,0 +1,84 @@
+# -*- coding: utf-8 -*-
+# Copyright 2024-2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+"""
+MOD Funding Denied Wizard — captures the denial reason and sets the order
+status. Previously action_mod_funding_denied was a bare write with no reason
+capture; this wizard replaces that flow.
+"""
+from odoo import models, fields, api, _
+from odoo.exceptions import UserError
+from markupsafe import Markup
+
+
+class ModFundingDeniedWizard(models.TransientModel):
+    _name = 'fusion_claims.mod.funding.denied.wizard'
+    _description = 'MOD - Funding Denied Reason Capture'
+
+    sale_order_id = fields.Many2one('sale.order', required=True, readonly=True)
+    denial_date = fields.Date(
+        string='Denial Date',
+        required=True,
+        default=fields.Date.context_today,
+    )
+    denial_reason_category = fields.Selection(
+        selection=[
+            ('income_too_high', 'Client income exceeds MOD threshold'),
+            ('residency', 'Residency requirement not met'),
+            ('project_scope', 'Project scope not eligible'),
+            ('missing_docs', 'Missing documentation'),
+            ('funding_depleted', 'MOD funding depleted for this period'),
+            ('other', 'Other'),
+        ],
+        string='Denial Category',
+        required=True,
+    )
+    denial_reason = fields.Text(
+        string='Denial Details',
+        required=True,
+        help='MOD\'s stated reason for denying funding. Captured for the '
+             'audit trail and used when generating the client denial email.',
+    )
+
+    @api.model
+    def default_get(self, fields_list):
+        res = super().default_get(fields_list)
+        if self.env.context.get('active_id'):
+            order = self.env['sale.order'].browse(self.env.context['active_id'])
+            res['sale_order_id'] = order.id
+        return res
+
+    def action_confirm(self):
+        self.ensure_one()
+        order = self.sale_order_id
+        if order.x_fc_mod_status not in ('awaiting_funding', 'quote_submitted', 'handoff_to_client'):
+            raise UserError(
+                _("Funding can only be denied from awaiting_funding, "
+                  "quote_submitted or handoff_to_client. Current: %s") % order.x_fc_mod_status
+            )
+
+        labels = dict(self._fields['denial_reason_category'].selection)
+        category_label = labels.get(self.denial_reason_category, self.denial_reason_category)
+        full_reason = f'[{category_label}] {self.denial_reason}'
+
+        order.write({
+            'x_fc_mod_status': 'funding_denied',
+            'x_fc_mod_funding_denial_reason': full_reason,
+        })
+
+        body = (
+            f'<div class="alert alert-danger" role="alert">'
+            f'<strong><i class="fa fa-ban"></i> Funding Denied by March of Dimes</strong>'
+            f'<ul>'
+            f'<li><strong>Date:</strong> {self.denial_date.strftime("%B %d, %Y")}</li>'
+            f'<li><strong>Category:</strong> {category_label}</li>'
+            f'<li><strong>Details:</strong> {self.denial_reason}</li>'
+            f'</ul>'
+            f'</div>'
+        )
+        order.message_post(
+            body=Markup(body),
+            message_type='notification',
+            subtype_xmlid='mail.mt_note',
+        )
+        return {'type': 'ir.actions.act_window_close'}

fusion_claims/wizard/mod_funding_denied_wizard_views.xml

@@ -0,0 +1,40 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <record id="view_mod_funding_denied_wizard_form" model="ir.ui.view">
+        <field name="name">fusion_claims.mod.funding.denied.wizard.form</field>
+        <field name="model">fusion_claims.mod.funding.denied.wizard</field>
+        <field name="arch" type="xml">
+            <form string="MOD Funding Denied">
+                <sheet>
+                    <div class="alert alert-danger" role="alert">
+                        <strong><i class="fa fa-ban"/> Record MOD Funding Denial</strong>
+                        <p class="mb-0 mt-2">
+                            Capture the denial reason from March of Dimes. This will be logged
+                            to the case history and included in the notification sent to the
+                            client and authorizer.
+                        </p>
+                    </div>
+                    <field name="sale_order_id" invisible="1"/>
+                    <group>
+                        <field name="denial_date"/>
+                        <field name="denial_reason_category" required="1"/>
+                        <field name="denial_reason" required="1"
+                               placeholder="Paste or summarise MOD's stated reason..."/>
+                    </group>
+                </sheet>
+                <footer>
+                    <button name="action_confirm" type="object"
+                            string="Record Denial" class="btn-danger"/>
+                    <button string="Cancel" class="btn-secondary" special="cancel"/>
+                </footer>
+            </form>
+        </field>
+    </record>
+
+    <record id="action_mod_funding_denied_wizard" model="ir.actions.act_window">
+        <field name="name">Funding Denied by MOD</field>
+        <field name="res_model">fusion_claims.mod.funding.denied.wizard</field>
+        <field name="view_mode">form</field>
+        <field name="target">new</field>
+    </record>
+</odoo>

fusion_claims/wizard/mod_resubmit_wizard.py

@@ -0,0 +1,87 @@
+# -*- coding: utf-8 -*-
+# Copyright 2024-2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+"""
+MOD Resubmit Wizard — lets the office revise an order that MOD has denied,
+and kick it back into the workflow at `processing_drawings` so the specialist
+can update drawings/proposal/quotation before it is re-submitted to MOD.
+"""
+from odoo import models, fields, api, _
+from odoo.exceptions import UserError
+from markupsafe import Markup
+
+
+class ModResubmitWizard(models.TransientModel):
+    _name = 'fusion_claims.mod.resubmit.wizard'
+    _description = 'MOD - Resubmit After Denial'
+
+    sale_order_id = fields.Many2one('sale.order', required=True, readonly=True)
+    revision_notes = fields.Text(
+        string='Revision Notes',
+        required=True,
+        help='Describe what is being revised for the resubmission '
+             '(scope changes, updated pricing, additional documentation, etc).',
+    )
+    clear_old_documents = fields.Boolean(
+        string='Clear old drawings / proposal / quotation',
+        default=False,
+        help='Tick this if the new submission needs entirely new drawings and '
+             'proposal. The previous documents are preserved in chatter before '
+             'being cleared.',
+    )
+
+    @api.model
+    def default_get(self, fields_list):
+        res = super().default_get(fields_list)
+        if self.env.context.get('active_id'):
+            order = self.env['sale.order'].browse(self.env.context['active_id'])
+            res['sale_order_id'] = order.id
+        return res
+
+    def action_confirm(self):
+        self.ensure_one()
+        order = self.sale_order_id
+        if order.x_fc_mod_status != 'funding_denied':
+            raise UserError(_("Only denied orders can be resubmitted via this wizard."))
+
+        if self.clear_old_documents:
+            # Preserve the old docs in chatter before clearing them.
+            preserved = []
+            if order.x_fc_mod_drawing:
+                preserved.append('Drawing')
+            if order.x_fc_mod_proposal_doc:
+                preserved.append('Proposal')
+            if preserved:
+                order.message_post(
+                    body=Markup(
+                        f'<div class="alert alert-warning" role="alert">'
+                        f'<strong>Previous documents cleared for resubmission:</strong> '
+                        f'{", ".join(preserved)}<br/>'
+                        f'See prior chatter for the originals.'
+                        f'</div>'
+                    ),
+                    message_type='notification',
+                    subtype_xmlid='mail.mt_note',
+                )
+            order.with_context(skip_status_emails=True).write({
+                'x_fc_mod_drawing': False,
+                'x_fc_mod_drawing_filename': False,
+                'x_fc_mod_proposal_doc': False,
+                'x_fc_mod_proposal_doc_filename': False,
+            })
+
+        order.with_context(skip_status_emails=True).write({
+            'x_fc_mod_status': 'processing_drawings',
+        })
+        body = (
+            f'<div class="alert alert-info" role="alert">'
+            f'<strong><i class="fa fa-undo"></i> Resubmitting to March of Dimes after denial</strong>'
+            f'<p class="mb-0 mt-2"><strong>Revision notes:</strong> {self.revision_notes}</p>'
+            f'</div>'
+        )
+        order.message_post(
+            body=Markup(body),
+            message_type='notification',
+            subtype_xmlid='mail.mt_note',
+        )
+        return {'type': 'ir.actions.act_window_close'}

fusion_claims/wizard/mod_resubmit_wizard_views.xml

@@ -0,0 +1,39 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <record id="view_mod_resubmit_wizard_form" model="ir.ui.view">
+        <field name="name">fusion_claims.mod.resubmit.wizard.form</field>
+        <field name="model">fusion_claims.mod.resubmit.wizard</field>
+        <field name="arch" type="xml">
+            <form string="Resubmit to MOD">
+                <sheet>
+                    <div class="alert alert-info" role="alert">
+                        <strong><i class="fa fa-undo"/> Resubmit Denied Application</strong>
+                        <p class="mb-0 mt-2">
+                            Return this denied case to <strong>Processing Drawings</strong> so the
+                            accessibility specialist can update the proposal, drawings, or quote
+                            before resubmitting to March of Dimes.
+                        </p>
+                    </div>
+                    <field name="sale_order_id" invisible="1"/>
+                    <group>
+                        <field name="revision_notes" required="1"
+                               placeholder="What is being revised? Scope change, updated pricing, new docs..."/>
+                        <field name="clear_old_documents"/>
+                    </group>
+                </sheet>
+                <footer>
+                    <button name="action_confirm" type="object"
+                            string="Resubmit" class="btn-primary"/>
+                    <button string="Cancel" class="btn-secondary" special="cancel"/>
+                </footer>
+            </form>
+        </field>
+    </record>
+
+    <record id="action_mod_resubmit_wizard" model="ir.actions.act_window">
+        <field name="name">Resubmit to MOD</field>
+        <field name="res_model">fusion_claims.mod.resubmit.wizard</field>
+        <field name="view_mode">form</field>
+        <field name="target">new</field>
+    </record>
+</odoo>

fusion_claims/wizard/mod_submission_confirmed_wizard.py

@@ -0,0 +1,92 @@
+# -*- coding: utf-8 -*-
+# Copyright 2024-2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+"""
+MOD Submission Confirmed Wizard — office confirms that a client or authorizer
+has submitted the application to MOD, captures the actual submission date,
+and advances the order from handoff_to_client to awaiting_funding.
+"""
+from odoo import models, fields, api, _
+from odoo.exceptions import UserError
+from markupsafe import Markup
+
+
+class ModSubmissionConfirmedWizard(models.TransientModel):
+    _name = 'fusion_claims.mod.submission.confirmed.wizard'
+    _description = 'MOD - Confirm Application Submitted'
+
+    sale_order_id = fields.Many2one('sale.order', required=True, readonly=True)
+    submitted_by_label = fields.Char(string='Submitted By', readonly=True)
+    application_submitted_date = fields.Date(
+        string='Actual Submission Date',
+        required=True,
+        default=fields.Date.context_today,
+        help='Date the client or authorizer told us they actually submitted '
+             'the application to March of Dimes.',
+    )
+    confirmation_source = fields.Selection(
+        selection=[
+            ('phone_call', 'Phone call with client'),
+            ('email', 'Email from client'),
+            ('client_portal', 'Client used our portal'),
+            ('authorizer', 'Confirmed by authorizer (OT)'),
+            ('other', 'Other'),
+        ],
+        string='How was this confirmed?',
+        required=True,
+        default='phone_call',
+    )
+    confirmation_notes = fields.Text(
+        string='Notes from confirmation',
+        help='What did the client say? Confirmation number from MOD if given?',
+    )
+
+    @api.model
+    def default_get(self, fields_list):
+        res = super().default_get(fields_list)
+        if self.env.context.get('active_id'):
+            order = self.env['sale.order'].browse(self.env.context['active_id'])
+            res['sale_order_id'] = order.id
+            path_labels = {
+                'internal': 'We (internal)',
+                'client': 'Client',
+                'authorizer': 'Authorizer (OT)',
+            }
+            res['submitted_by_label'] = path_labels.get(
+                order.x_fc_mod_submitted_by, 'Unknown')
+        return res
+
+    def action_confirm(self):
+        self.ensure_one()
+        order = self.sale_order_id
+        if order.x_fc_mod_status != 'handoff_to_client':
+            raise UserError(
+                _("This wizard is only for orders that have been handed off "
+                  "to the client or authorizer for submission. Current status: %s")
+                % order.x_fc_mod_status
+            )
+
+        order.write({
+            'x_fc_mod_status': 'awaiting_funding',
+            'x_fc_mod_application_submitted_date': self.application_submitted_date,
+        })
+
+        source_labels = dict(self._fields['confirmation_source'].selection)
+        body = (
+            f'<div class="alert alert-success" role="alert">'
+            f'<strong><i class="fa fa-check-circle"></i> Application Submission Confirmed</strong>'
+            f'<ul>'
+            f'<li><strong>Submitted By:</strong> {self.submitted_by_label}</li>'
+            f'<li><strong>Submission Date:</strong> {self.application_submitted_date.strftime("%B %d, %Y")}</li>'
+            f'<li><strong>Confirmed Via:</strong> {source_labels[self.confirmation_source]}</li>'
+            f'</ul>'
+        )
+        if self.confirmation_notes:
+            body += f'<p class="mb-0"><strong>Notes:</strong> {self.confirmation_notes}</p>'
+        body += '</div>'
+        order.message_post(
+            body=Markup(body),
+            message_type='notification',
+            subtype_xmlid='mail.mt_note',
+        )
+        return {'type': 'ir.actions.act_window_close'}

fusion_claims/wizard/mod_submission_confirmed_wizard_views.xml

@@ -0,0 +1,41 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <record id="view_mod_submission_confirmed_wizard_form" model="ir.ui.view">
+        <field name="name">fusion_claims.mod.submission.confirmed.wizard.form</field>
+        <field name="model">fusion_claims.mod.submission.confirmed.wizard</field>
+        <field name="arch" type="xml">
+            <form string="Confirm MOD Submission">
+                <sheet>
+                    <div class="alert alert-success" role="alert">
+                        <strong><i class="fa fa-check-circle"/> Confirm Application Submission</strong>
+                        <p class="mb-0 mt-2">
+                            Record that the <strong>client</strong> or <strong>authorizer</strong>
+                            has actually submitted the application to March of Dimes. The order
+                            will advance to <strong>Awaiting Funding</strong>.
+                        </p>
+                    </div>
+                    <field name="sale_order_id" invisible="1"/>
+                    <group>
+                        <field name="submitted_by_label" readonly="1"/>
+                        <field name="application_submitted_date" required="1"/>
+                        <field name="confirmation_source" required="1"/>
+                        <field name="confirmation_notes"
+                               placeholder="What did the client say? Any reference number from MOD?"/>
+                    </group>
+                </sheet>
+                <footer>
+                    <button name="action_confirm" type="object"
+                            string="Confirm Submission" class="btn-primary"/>
+                    <button string="Cancel" class="btn-secondary" special="cancel"/>
+                </footer>
+            </form>
+        </field>
+    </record>
+
+    <record id="action_mod_submission_confirmed_wizard" model="ir.actions.act_window">
+        <field name="name">Confirm MOD Submission</field>
+        <field name="res_model">fusion_claims.mod.submission.confirmed.wizard</field>
+        <field name="view_mode">form</field>
+        <field name="target">new</field>
+    </record>
+</odoo>

fusion_claims/wizard/mod_submission_path_wizard.py

@@ -0,0 +1,76 @@
+# -*- coding: utf-8 -*-
+# Copyright 2024-2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+"""
+MOD Submission Path Wizard — asks the office which party is submitting the
+March of Dimes application. Sets x_fc_mod_submitted_by on the order and,
+when the path is 'internal', auto-triggers the VOD request email to the
+authorizer the first time it is selected.
+"""
+from odoo import models, fields, api, _
+from odoo.exceptions import UserError
+from markupsafe import Markup
+
+
+class ModSubmissionPathWizard(models.TransientModel):
+    _name = 'fusion_claims.mod.submission.path.wizard'
+    _description = 'MOD - Set Submission Path'
+
+    sale_order_id = fields.Many2one('sale.order', required=True, readonly=True)
+    submitted_by = fields.Selection(
+        selection=[
+            ('internal', 'We submit on client\'s behalf'),
+            ('client', 'Client submits themselves'),
+            ('authorizer', 'Authorizer (OT) submits'),
+        ],
+        string='Who is submitting to March of Dimes?',
+        required=True,
+    )
+    notes = fields.Text(string='Notes')
+
+    @api.model
+    def default_get(self, fields_list):
+        res = super().default_get(fields_list)
+        if self.env.context.get('active_id'):
+            order = self.env['sale.order'].browse(self.env.context['active_id'])
+            res['sale_order_id'] = order.id
+            if order.x_fc_mod_submitted_by:
+                res['submitted_by'] = order.x_fc_mod_submitted_by
+        return res
+
+    def action_confirm(self):
+        self.ensure_one()
+        order = self.sale_order_id
+        previous = order.x_fc_mod_submitted_by
+        vals = {'x_fc_mod_submitted_by': self.submitted_by}
+        order.with_context(skip_status_emails=True).write(vals)
+
+        labels = dict(self._fields['submitted_by'].selection)
+        body = (
+            f'<div class="alert alert-info" role="alert">'
+            f'<strong>MOD submission path set:</strong> {labels[self.submitted_by]}'
+        )
+        if self.notes:
+            body += f'<br/>{self.notes}'
+        body += '</div>'
+        order.message_post(
+            body=Markup(body),
+            message_type='notification',
+            subtype_xmlid='mail.mt_note',
+        )
+
+        # First-time internal path → auto-trigger the VOD request email so
+        # the authorizer knows to fill and send the VOD form back.
+        if (
+            self.submitted_by == 'internal'
+            and previous != 'internal'
+            and not order.x_fc_mod_vod_requested_date
+        ):
+            try:
+                order._send_mod_vod_request_email()
+            except Exception:
+                # Don't block the wizard if the email fails — office can
+                # retry via the manual "Request VOD" button.
+                pass
+
+        return {'type': 'ir.actions.act_window_close'}

fusion_claims/wizard/mod_submission_path_wizard_views.xml

@@ -0,0 +1,39 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <record id="view_mod_submission_path_wizard_form" model="ir.ui.view">
+        <field name="name">fusion_claims.mod.submission.path.wizard.form</field>
+        <field name="model">fusion_claims.mod.submission.path.wizard</field>
+        <field name="arch" type="xml">
+            <form string="Set MOD Submission Path">
+                <sheet>
+                    <div class="alert alert-info" role="alert">
+                        <strong><i class="fa fa-info-circle"/> Who is submitting this application to March of Dimes?</strong>
+                        <p class="mb-0 mt-2">
+                            This determines which document gates apply and whether we hand off materials
+                            to the client or authorizer for them to submit. Selecting
+                            <strong>"We submit on client's behalf"</strong> will automatically email the
+                            authorizer the blank Verification of Disability form to complete.
+                        </p>
+                    </div>
+                    <field name="sale_order_id" invisible="1"/>
+                    <group>
+                        <field name="submitted_by" widget="radio" required="1"/>
+                        <field name="notes" placeholder="Optional notes..."/>
+                    </group>
+                </sheet>
+                <footer>
+                    <button name="action_confirm" type="object"
+                            string="Confirm" class="btn-primary"/>
+                    <button string="Cancel" class="btn-secondary" special="cancel"/>
+                </footer>
+            </form>
+        </field>
+    </record>
+
+    <record id="action_mod_submission_path_wizard" model="ir.actions.act_window">
+        <field name="name">Set MOD Submission Path</field>
+        <field name="res_model">fusion_claims.mod.submission.path.wizard</field>
+        <field name="view_mode">form</field>
+        <field name="target">new</field>
+    </record>
+</odoo>