feat(fusion_helpdesk): owner-approval engagement flow + AI summary + reporting

Ships the design spec at docs/superpowers/specs/2026-05-27-owner-approval-flow-design.md.

What's new on central (fusion_helpdesk_central 19.0.1.2.0 -> 19.0.2.0.0):

- Engagement model: 8 new fields on helpdesk.ticket (state, snapshotted
  owner email/name, single-use UUID4 token, sent/reminded/decided
  timestamps, AI summary, stored-computed turnaround hours).
- Wizard: single + bulk modes on one fusion.helpdesk.engagement.wizard
  TransientModel with a child wizard.line for per-ticket bulk summaries.
  default_get pulls the OpenAI summary on open; AI fan-out for bulk is
  parallel via ThreadPoolExecutor (max 5 workers, 30s overall cap).
- OpenAI client in utils.py — stdlib urllib, 15s per-call timeout, every
  failure collapses to '' so the wizard's manual-summary fallback fires.
- Public portal: /fusion_helpdesk/engagement/<token>/<decision> GET +
  POST, four branded standalone QWeb pages (confirm/done/invalid/error).
  Token is single-use, cleared on confirm. Decision posts a public
  comment attributed to the resolved owner partner; chatter propagates
  to the employee's My Tickets thread per the "fully visible" UX choice.
- Mail templates (single + bulk) with magic-link buttons. Bulk template
  renders one card per ticket, each with its own approve/reject URL.
- Reminder cron: daily, single-shot per engagement, configurable via
  fusion_helpdesk_central.engagement_reminder_days ICP (default 3, 0
  disables).
- Reporting dashboard: pivot/graph/list/kanban over helpdesk.ticket
  filtered to engaged ones, with avg-turnaround measure. Menu lives
  under Helpdesk > Reporting > Owner Engagements.
- Client_key extended with owner_email/owner_name fields; ticket.create
  upserts them from the client-side piggyback (no new sync endpoint).
- 100% coverage on utils + integration tests on wizard, controllers,
  re-engagement, cron, computed turnaround. OpenAI mocked in CI.

What's new on client (fusion_helpdesk 19.0.1.7.1 -> 19.0.2.0.0):

- Two new ICP settings: fusion_helpdesk.owner_email / .owner_name with
  a new "Owner Approval" block in Settings > Fusion Helpdesk.
- controllers/main.py::submit piggybacks both keys on every ticket
  payload so central keeps client_key.owner_email/name fresh
  automatically.

Verified live end-to-end on entech -> nexa: payload upsert, wizard with
mocked AI, action_send, portal GET/POST/GET-again cycle, second click
hits the friendly invalid-token page. Token entropy = 122 bits (UUID4).

fusion_helpdesk/__manifest__.py

@@ -3,7 +3,7 @@
 # License OPL-1 (Odoo Proprietary License v1.0)
 {
     'name': 'Fusion Helpdesk Reporter',
-    'version': '19.0.1.7.1',
+    'version': '19.0.2.0.0',
     'category': 'Productivity',
     'summary': 'One-click in-app bug reporting & feature requesting — '
                'auto-creates a helpdesk.ticket on a central Odoo Helpdesk.',

fusion_helpdesk/controllers/main.py

@@ -101,6 +101,15 @@ class FusionHelpdeskController(http.Controller):
             company_name=request.env.company.name,
             is_critical=bool(is_critical),
         )
+        # Piggyback the configured owner contact on every submission so the
+        # central can keep fusion.helpdesk.client.key.owner_email/name in
+        # sync without a dedicated endpoint. The central's create override
+        # pops these keys before super().create() sees them — they're not
+        # real helpdesk.ticket columns, just a sync side-channel.
+        if cfg.get('owner_email'):
+            ticket_vals['x_fc_owner_email'] = cfg['owner_email']
+        if cfg.get('owner_name'):
+            ticket_vals['x_fc_owner_name'] = cfg['owner_name']
 
         # ---- Talk to remote Odoo --------------------------------------
         try:
@@ -219,6 +228,12 @@ class FusionHelpdeskController(http.Controller):
             'client_label': (
                 ICP.get_param('fusion_helpdesk.client_label') or ''
             ).strip(),
+            'owner_email': (
+                ICP.get_param('fusion_helpdesk.owner_email') or ''
+            ).strip(),
+            'owner_name': (
+                ICP.get_param('fusion_helpdesk.owner_name') or ''
+            ).strip(),
         }
 
     def _authenticate(self, cfg):

fusion_helpdesk/models/res_config_settings.py

@@ -50,3 +50,22 @@ class ResConfigSettings(models.TransientModel):
              'can tell which client deployment a ticket came from. '
              'e.g. "ENTECH" → "[ENTECH] My subject"',
     )
+    # Owner contact for the central engagement / approval flow. Optional —
+    # leaving these blank disables the "Request Owner Approval" button on
+    # the central side for this client. Both values piggyback on every
+    # ticket submission (see controllers/main.py::submit) so central always
+    # has the latest contact without a dedicated sync endpoint.
+    fhd_owner_email = fields.Char(
+        string='Owner Email',
+        config_parameter='fusion_helpdesk.owner_email',
+        help='Email of the real decision-maker at your company — the '
+             'person who can approve feature requests or bug-fix scope. '
+             'Used when central support hits a ticket that needs sign-off. '
+             'Leave blank if your deployment doesn\'t require approvals.',
+    )
+    fhd_owner_name = fields.Char(
+        string='Owner Name',
+        config_parameter='fusion_helpdesk.owner_name',
+        help='Display name for the owner — shown in the approval email '
+             'greeting and in the chatter attribution after they decide.',
+    )

fusion_helpdesk/views/res_config_settings_views.xml

@@ -43,6 +43,19 @@
                             <field name="fhd_client_label" placeholder="ENTECH"/>
                         </setting>
                     </block>
+                    <block title="Owner Approval"
+                           name="fhd_owner_approval">
+                        <setting id="fhd_owner_name"
+                                 string="Owner Name"
+                                 help="Display name of the real decision-maker at your company. Used in approval emails and chatter attribution.">
+                            <field name="fhd_owner_name" placeholder="Jane Doe"/>
+                        </setting>
+                        <setting id="fhd_owner_email"
+                                 string="Owner Email"
+                                 help="Email of the real decision-maker. Used when central support requests approval for a ticket that needs sign-off. Leave blank to disable approval requests for this deployment.">
+                            <field name="fhd_owner_email" placeholder="owner@yourcompany.com"/>
+                        </setting>
+                    </block>
                 </app>
             </xpath>
         </field>

fusion_helpdesk_central/__init__.py

@@ -1,2 +1,3 @@
 # -*- coding: utf-8 -*-
 from . import models
+from . import controllers

fusion_helpdesk_central/__manifest__.py

@@ -3,7 +3,7 @@
 # License OPL-1
 {
     'name': 'Fusion Helpdesk Central — Client API Keys',
-    'version': '19.0.1.2.0',
+    'version': '19.0.2.0.0',
     'category': 'Productivity',
     'summary': 'Admin UI on the central Odoo for issuing per-client API '
                'keys used by fusion_helpdesk client deployments.',
@@ -29,9 +29,14 @@ Depends only on `helpdesk`. No client-side install needed.
         'security/ir.model.access.csv',
         'data/ir_config_parameter_data.xml',
         'data/mail_template_ack.xml',
+        'data/mail_template_engagement.xml',
         'data/helpdesk_tag_critical.xml',
+        'data/ir_cron_engagement_reminder.xml',
         'views/fusion_helpdesk_client_key_views.xml',
         'views/helpdesk_ticket_views.xml',
+        'views/engagement_wizard_views.xml',
+        'views/engagement_reporting_views.xml',
+        'views/portal_templates.xml',
     ],
     'installable': True,
     'auto_install': False,

fusion_helpdesk_central/controllers/__init__.py

@@ -0,0 +1,2 @@
+# -*- coding: utf-8 -*-
+from . import engagement

fusion_helpdesk_central/controllers/engagement.py

@@ -0,0 +1,147 @@
+# -*- coding: utf-8 -*-
+# Copyright 2026 Nexa Systems Inc.
+# License OPL-1
+"""Public portal routes for the owner-approval magic links.
+
+Owner clicks the Approve / Reject button in the email -> GET lands here.
+Page shows ticket title + AI summary + comment box + Confirm button.
+POST records the decision via helpdesk.ticket._fc_finalize_engagement.
+
+No login required; the UUID4 in the URL is the auth. Tokens are single-
+use (cleared on finalize), so the second click on the same link shows a
+friendly "link no longer valid" page instead of double-recording the
+decision.
+"""
+import logging
+
+from odoo import _, http
+from odoo.http import request
+
+_logger = logging.getLogger(__name__)
+
+
+class FusionHelpdeskEngagementController(http.Controller):
+
+    # ------------------------------------------------------------------
+    # Token resolution — single source of truth for the GET + POST handlers.
+    # ------------------------------------------------------------------
+    def _resolve(self, token, decision):
+        """Return (ticket, decision_state) or (None, None) on any problem.
+
+        The "no problem" cases:
+          - token is non-empty
+          - decision is one of {'approve', 'reject'}
+          - a single ticket matches the token AND is in state='pending'
+
+        Anything else -> (None, None), caller renders the friendly
+        "link no longer valid" page.
+        """
+        if not token or not isinstance(token, str):
+            return (None, None)
+        if decision not in ('approve', 'reject'):
+            return (None, None)
+        decision_state = 'approved' if decision == 'approve' else 'rejected'
+        ticket = request.env['helpdesk.ticket'].sudo().search(
+            [('x_fc_engagement_token', '=', token),
+             ('x_fc_engagement_state', '=', 'pending')],
+            limit=1,
+        )
+        if not ticket:
+            return (None, None)
+        return (ticket, decision_state)
+
+    # ------------------------------------------------------------------
+    # GET — render the confirmation page (or invalid-link page).
+    # ------------------------------------------------------------------
+    @http.route(
+        '/fusion_helpdesk/engagement/<string:token>/<string:decision>',
+        type='http', auth='public', methods=['GET'], csrf=False, sitemap=False,
+    )
+    def engagement_show(self, token, decision, **kw):
+        ticket, decision_state = self._resolve(token, decision)
+        if not ticket:
+            return request.render(
+                'fusion_helpdesk_central.engagement_invalid', {},
+            )
+        return request.render(
+            'fusion_helpdesk_central.engagement_confirm',
+            {
+                'ticket': ticket,
+                'decision': decision,                # url-friendly string
+                'decision_state': decision_state,    # 'approved' / 'rejected'
+                'token': token,
+            },
+        )
+
+    # ------------------------------------------------------------------
+    # POST — record the decision, post chatter, clear token.
+    # ------------------------------------------------------------------
+    @http.route(
+        '/fusion_helpdesk/engagement/<string:token>/<string:decision>',
+        type='http', auth='public', methods=['POST'], csrf=False, sitemap=False,
+    )
+    def engagement_submit(self, token, decision, **post):
+        ticket, decision_state = self._resolve(token, decision)
+        if not ticket:
+            # Could be a second click on the same link, or a token rotated
+            # by a re-engagement, or a typo. Same friendly page for all.
+            return request.render(
+                'fusion_helpdesk_central.engagement_invalid', {},
+            )
+        comment = (post.get('comment') or '').strip()
+        owner_partner = self._find_or_create_owner_partner(ticket)
+        try:
+            ticket._fc_finalize_engagement(
+                decision_state, owner_partner, comment=comment or None,
+            )
+        except Exception:
+            _logger.exception(
+                'fusion_helpdesk_central: failed to finalize engagement '
+                'for ticket %s (token=%s, decision=%s)',
+                ticket.id, token, decision_state,
+            )
+            return request.render(
+                'fusion_helpdesk_central.engagement_error', {},
+            )
+        return request.render(
+            'fusion_helpdesk_central.engagement_done',
+            {
+                'ticket': ticket,
+                'decision_state': decision_state,
+            },
+        )
+
+    # ------------------------------------------------------------------
+    def _find_or_create_owner_partner(self, ticket):
+        """Resolve the res.partner used to attribute the chatter message.
+
+        Find-or-create by snapshotted email — mirrors the customer-reply
+        attribution pattern in fusion_helpdesk/controllers/main.py so the
+        approval chatter shows up under a proper partner name (matters for
+        the employee's My Tickets thread per the "fully visible" UX).
+        Falls back to no author (= bot user) if email is empty or the
+        partner create fails.
+        """
+        email = (ticket.x_fc_engagement_email or '').strip().lower()
+        name = (ticket.x_fc_engagement_name or '').strip()
+        if not email:
+            return None
+        Partner = request.env['res.partner'].sudo()
+        # Use exact match on lowercased email — the snapshot was already
+        # normalised at engagement time.
+        partner = Partner.search([('email', '=ilike', email)],
+                                 order='id asc', limit=1)
+        if partner:
+            return partner
+        try:
+            return Partner.create({
+                'name': name or email.split('@')[0].title(),
+                'email': email,
+            })
+        except Exception:
+            _logger.warning(
+                'fusion_helpdesk_central: could not create owner partner '
+                'for %s on ticket %s; chatter will be attributed to the '
+                'service account.', email, ticket.id,
+            )
+            return None

fusion_helpdesk_central/data/ir_config_parameter_data.xml

@@ -10,4 +10,19 @@
         <field name="value">support@nexasystems.ca</field>
     </record>
 
+    <!--
+        Owner-approval defaults. openai_api_key intentionally NOT seeded —
+        admin sets it via Settings before the wizard can generate summaries.
+        Default model is the cheap/fast tier; bump for harder summarisation.
+        Reminder days = 0 disables the cron entirely.
+    -->
+    <record id="fhc_default_openai_model" model="ir.config_parameter">
+        <field name="key">fusion_helpdesk_central.openai_model</field>
+        <field name="value">gpt-4o-mini</field>
+    </record>
+    <record id="fhc_default_reminder_days" model="ir.config_parameter">
+        <field name="key">fusion_helpdesk_central.engagement_reminder_days</field>
+        <field name="value">3</field>
+    </record>
+
 </odoo>

fusion_helpdesk_central/data/ir_cron_engagement_reminder.xml

@@ -0,0 +1,30 @@
+<?xml version="1.0" encoding="utf-8"?>
+<!--
+    Copyright 2026 Nexa Systems Inc.
+    License OPL-1
+
+    Single-shot reminder cron for the owner-approval engagement flow.
+    Runs once a day; for each pending engagement older than N days that
+    hasn't been reminded yet, re-sends the same template with
+    is_reminder=True (different subject + soft "still waiting" intro,
+    same magic links). Sets reminded_at so we never send a 2nd reminder.
+
+    Odoo 19: no `numbercall` field (dropped). The cron keeps running
+    while active=True; once-a-day cadence is enforced by interval_*.
+-->
+<odoo>
+    <data noupdate="1">
+
+        <record id="ir_cron_engagement_reminder" model="ir.cron">
+            <field name="name">Fusion Helpdesk — Owner Engagement Reminder</field>
+            <field name="model_id" ref="helpdesk.model_helpdesk_ticket"/>
+            <field name="state">code</field>
+            <field name="code">model._fc_send_engagement_reminders()</field>
+            <field name="user_id" ref="base.user_root"/>
+            <field name="interval_number">1</field>
+            <field name="interval_type">days</field>
+            <field name="active" eval="True"/>
+        </record>
+
+    </data>
+</odoo>

fusion_helpdesk_central/data/mail_template_engagement.xml

@@ -0,0 +1,169 @@
+<?xml version="1.0" encoding="utf-8"?>
+<!--
+    Copyright 2026 Nexa Systems Inc.
+    License OPL-1
+
+    Two mail templates for the owner-approval engagement flow:
+
+      * mail_template_engagement       — single ticket
+      * mail_template_engagement_bulk  — multiple tickets, one card per ticket,
+                                         per-ticket approve/reject buttons
+
+    Both use {{ ctx.fhc_personal_note }} + {{ ctx.fhc_is_reminder }} from the
+    wizard's with_context(**data) so dynamic per-send data reaches the body.
+
+    noupdate=1 so support's later tweaks (e.g. a different reply-to)
+    survive every fusion_helpdesk_central upgrade.
+-->
+<odoo>
+    <data noupdate="1">
+
+        <!-- ============== SINGLE TICKET ENGAGEMENT ============== -->
+        <record id="mail_template_engagement" model="mail.template">
+            <field name="name">Helpdesk: Owner Approval Request (Single)</field>
+            <field name="model_id" ref="helpdesk.model_helpdesk_ticket"/>
+            <field name="subject">{{ ctx.get('fhc_is_reminder') and 'Reminder: still waiting on your approval' or 'Action needed: please review' }} — "{{ object.name }}"</field>
+            <field name="email_to">{{ object.x_fc_engagement_email }}</field>
+            <field name="reply_to">{{ (object.user_id.email or object.team_id.alias_email or object.company_id.email or '') }}</field>
+            <field name="lang">en_US</field>
+            <field name="auto_delete" eval="True"/>
+            <field name="body_html" type="html">
+                <div style="margin:0; padding:0; font-family:Arial, Helvetica, sans-serif; color:#21252b; font-size:14px;">
+                    <p>Hi <t t-out="object.x_fc_engagement_name or 'there'"/>,</p>
+
+                    <t t-if="ctx.get('fhc_is_reminder')">
+                        <p style="background:#fff8e6; border-left:3px solid #d4a017; padding:8px 12px; margin:12px 0;">
+                            Following up on the request below — the original
+                            email was sent a few days ago and we haven't
+                            heard back yet. Same Approve / Reject buttons,
+                            same one click.
+                        </p>
+                    </t>
+                    <t t-elif="ctx.get('fhc_personal_note')">
+                        <p style="font-style:italic; color:#444;">
+                            <t t-out="ctx.get('fhc_personal_note')"/>
+                        </p>
+                    </t>
+
+                    <p>
+                        Your team at <b><t t-out="object.x_fc_client_label or 'your deployment'"/></b>
+                        has filed a request that needs your sign-off before
+                        our team proceeds. A quick AI-prepared summary is
+                        below; the full thread expands at the bottom if you
+                        want the detail.
+                    </p>
+
+                    <div style="margin:14px 0; padding:12px 14px; background:#f9fafb; border:1px solid #e5e7eb; border-radius:6px;">
+                        <div style="font-size:0.78rem; font-weight:700; text-transform:uppercase; letter-spacing:0.06em; color:#6c757d; margin-bottom:6px;">Summary</div>
+                        <div style="white-space:pre-wrap; line-height:1.5;"><t t-out="object.x_fc_ai_summary or '(no AI summary available — see full thread below)'"/></div>
+                    </div>
+
+                    <div style="margin:18px 0;">
+                        <div style="font-size:0.78rem; font-weight:700; text-transform:uppercase; letter-spacing:0.06em; color:#6c757d; margin-bottom:6px;">Request</div>
+                        <div style="font-weight:600; font-size:1.02rem;"><t t-out="object.name"/></div>
+                    </div>
+
+                    <table cellpadding="0" cellspacing="0" style="margin:18px 0;">
+                        <tr>
+                            <td style="padding-right:8px;">
+                                <a t-attf-href="{{ object.get_base_url() }}/fusion_helpdesk/engagement/{{ object.x_fc_engagement_token }}/approve"
+                                   target="_blank"
+                                   style="background:linear-gradient(135deg, #5cc66f 0%, #28a745 100%); padding:12px 22px; text-decoration:none; color:#ffffff; border-radius:6px; font-weight:700; font-size:14px; display:inline-block;">
+                                    ✓ Approve
+                                </a>
+                            </td>
+                            <td>
+                                <a t-attf-href="{{ object.get_base_url() }}/fusion_helpdesk/engagement/{{ object.x_fc_engagement_token }}/reject"
+                                   target="_blank"
+                                   style="background:linear-gradient(135deg, #e85d68 0%, #dc3545 100%); padding:12px 22px; text-decoration:none; color:#ffffff; border-radius:6px; font-weight:700; font-size:14px; display:inline-block;">
+                                    ✗ Reject
+                                </a>
+                            </td>
+                        </tr>
+                    </table>
+
+                    <details style="margin:18px 0; color:#444; font-size:13px;">
+                        <summary style="cursor:pointer; color:#2c89e9;">View original request &amp; full thread</summary>
+                        <div style="margin-top:10px; padding:10px 14px; border-left:3px solid #d8dadd;">
+                            <t t-out="object.description or ''"/>
+                        </div>
+                    </details>
+
+                    <p style="color:#6c757d; font-size:12px; margin-top:24px;">
+                        This Approve / Reject link is single-use and will
+                        stop working once you've clicked it.
+                    </p>
+                    <p style="color:#6c757d; font-size:12px;">— Nexa Systems Support</p>
+                </div>
+            </field>
+        </record>
+
+        <!-- ============== BULK ENGAGEMENT ============== -->
+        <record id="mail_template_engagement_bulk" model="mail.template">
+            <field name="name">Helpdesk: Owner Approval Request (Bulk)</field>
+            <field name="model_id" ref="helpdesk.model_helpdesk_ticket"/>
+            <field name="subject">Action needed: {{ len(ctx.get('fhc_bulk_ticket_ids') or []) }} requests need your sign-off</field>
+            <field name="email_to">{{ object.x_fc_engagement_email }}</field>
+            <field name="reply_to">{{ (object.user_id.email or object.team_id.alias_email or object.company_id.email or '') }}</field>
+            <field name="lang">en_US</field>
+            <field name="auto_delete" eval="True"/>
+            <field name="body_html" type="html">
+                <div style="margin:0; padding:0; font-family:Arial, Helvetica, sans-serif; color:#21252b; font-size:14px;">
+                    <p>Hi <t t-out="object.x_fc_engagement_name or 'there'"/>,</p>
+
+                    <t t-if="ctx.get('fhc_personal_note')">
+                        <p style="font-style:italic; color:#444;">
+                            <t t-out="ctx.get('fhc_personal_note')"/>
+                        </p>
+                    </t>
+
+                    <p>
+                        <t t-out="len(ctx.get('fhc_bulk_ticket_ids') or [])"/>
+                        requests from <b><t t-out="object.x_fc_client_label or 'your deployment'"/></b>
+                        need your sign-off. Each can be approved or rejected
+                        independently — clicking a button on one card only
+                        acts on that card.
+                    </p>
+
+                    <t t-set="bulk_tickets" t-value="object.env['helpdesk.ticket'].browse(ctx.get('fhc_bulk_ticket_ids') or [])"/>
+                    <t t-foreach="bulk_tickets" t-as="bt">
+                        <div style="margin:18px 0; padding:14px 16px; background:#fff; border:1px solid #d8dadd; border-radius:8px;">
+                            <div style="font-size:0.75rem; color:#6c757d; margin-bottom:6px;">Request <t t-out="bt_index + 1"/> of <t t-out="bt_size"/></div>
+                            <div style="font-weight:600; font-size:1.02rem; margin-bottom:8px;"><t t-out="bt.name"/></div>
+                            <div style="white-space:pre-wrap; line-height:1.5; background:#f9fafb; padding:10px 12px; border-radius:6px; border:1px solid #e5e7eb; font-size:0.92rem; margin-bottom:12px;">
+                                <t t-out="bt.x_fc_ai_summary or '(no AI summary — open the full ticket via the team if needed)'"/>
+                            </div>
+                            <table cellpadding="0" cellspacing="0">
+                                <tr>
+                                    <td style="padding-right:8px;">
+                                        <a t-attf-href="{{ object.get_base_url() }}/fusion_helpdesk/engagement/{{ bt.x_fc_engagement_token }}/approve"
+                                           target="_blank"
+                                           style="background:linear-gradient(135deg, #5cc66f 0%, #28a745 100%); padding:10px 18px; text-decoration:none; color:#ffffff; border-radius:6px; font-weight:700; font-size:13px; display:inline-block;">
+                                            ✓ Approve
+                                        </a>
+                                    </td>
+                                    <td>
+                                        <a t-attf-href="{{ object.get_base_url() }}/fusion_helpdesk/engagement/{{ bt.x_fc_engagement_token }}/reject"
+                                           target="_blank"
+                                           style="background:linear-gradient(135deg, #e85d68 0%, #dc3545 100%); padding:10px 18px; text-decoration:none; color:#ffffff; border-radius:6px; font-weight:700; font-size:13px; display:inline-block;">
+                                            ✗ Reject
+                                        </a>
+                                    </td>
+                                </tr>
+                            </table>
+                        </div>
+                    </t>
+
+                    <p style="color:#6c757d; font-size:12px; margin-top:24px;">
+                        Each Approve / Reject link is single-use. Tap the
+                        button on the card you want to decide on; the others
+                        stay live in this email until you act on them or we
+                        send a fresh request.
+                    </p>
+                    <p style="color:#6c757d; font-size:12px;">— Nexa Systems Support</p>
+                </div>
+            </field>
+        </record>
+
+    </data>
+</odoo>

fusion_helpdesk_central/models/__init__.py

@@ -1,3 +1,4 @@
 # -*- coding: utf-8 -*-
 from . import fusion_helpdesk_client_key
 from . import helpdesk_ticket
+from . import engagement_wizard

fusion_helpdesk_central/models/engagement_wizard.py

@@ -0,0 +1,380 @@
+# -*- coding: utf-8 -*-
+# Copyright 2026 Nexa Systems Inc.
+# License OPL-1
+"""Wizard that drives the owner-approval engagement flow.
+
+Two modes, one wizard:
+
+- Single-ticket: opened from the ticket form button. `ticket_id` is set,
+  `ticket_ids` is empty. One AI summary, one email, one engagement.
+- Bulk: opened from the list-view server action. `ticket_ids` is set,
+  `ticket_id` is empty. One AI summary per ticket (via a child transient
+  model), one combined email with one card per ticket, each card with
+  its own approve/reject tokens.
+
+The wizard generates the AI summary on `default_get` so the user sees a
+ready-to-edit brief the moment the modal opens, then sends mail + writes
+the engagement state on `action_send`.
+"""
+import concurrent.futures
+import logging
+
+from odoo import _, api, fields, models
+from odoo.exceptions import UserError
+from odoo.tools import html2plaintext
+
+from odoo.addons.fusion_helpdesk_central.utils import (
+    build_summary_prompt,
+    call_openai_chat,
+    truncate_for_openai,
+)
+
+_logger = logging.getLogger(__name__)
+
+# Parallel OpenAI calls for bulk mode. Five is enough to keep the wizard
+# snappy without slamming OpenAI's rate limits on a single deployment.
+_BULK_AI_WORKERS = 5
+_BULK_AI_TIMEOUT = 30   # seconds; overall cap for the parallel summary fan-out
+
+
+class FusionHelpdeskEngagementWizard(models.TransientModel):
+    _name = 'fusion.helpdesk.engagement.wizard'
+    _description = 'Fusion Helpdesk — Owner Engagement Wizard'
+
+    # Mode: single vs bulk. The view branches on `mode`; it's a computed
+    # store=False field so we don't need to set it on default_get manually
+    # in every action.
+    mode = fields.Selection(
+        [('single', 'Single ticket'), ('bulk', 'Bulk')],
+        compute='_compute_mode', store=False,
+    )
+    ticket_id = fields.Many2one(
+        'helpdesk.ticket', string='Ticket', ondelete='cascade',
+    )
+    ticket_ids = fields.Many2many(
+        'helpdesk.ticket', string='Tickets (bulk)',
+    )
+    line_ids = fields.One2many(
+        'fusion.helpdesk.engagement.wizard.line', 'wizard_id',
+        string='Per-Ticket Summaries',
+    )
+
+    personal_note = fields.Char(
+        string='Personal Note',
+        help='One-line note from you, prepended above the AI summary in the '
+             'email body. Optional. Skip if the summary speaks for itself.',
+    )
+    ai_summary = fields.Text(
+        string='AI Summary',
+        help='OpenAI-generated brief. Edit before sending if you want to '
+             'tweak the framing. Empty? The wizard fell back to manual — '
+             'type your own brief, send normally.',
+    )
+
+    owner_email_display = fields.Char(
+        string='Owner Email', compute='_compute_owner_display', store=False,
+    )
+    owner_name_display = fields.Char(
+        string='Owner Name', compute='_compute_owner_display', store=False,
+    )
+
+    ai_unavailable = fields.Boolean(
+        string='AI unavailable', store=False,
+        help='True when OpenAI returned no summary on wizard open. The view '
+             'shows a soft banner so the user knows to write a manual brief.',
+    )
+
+    # ------------------------------------------------------------------
+    @api.depends('ticket_id', 'ticket_ids')
+    def _compute_mode(self):
+        for w in self:
+            w.mode = 'bulk' if w.ticket_ids else 'single'
+
+    @api.depends('ticket_id', 'ticket_ids')
+    def _compute_owner_display(self):
+        for w in self:
+            ticket = w.ticket_id or (w.ticket_ids[:1] if w.ticket_ids else None)
+            if ticket:
+                email, name = ticket._fc_owner_contact()
+            else:
+                email, name = (False, False)
+            w.owner_email_display = email or ''
+            w.owner_name_display = name or ''
+
+    # ------------------------------------------------------------------
+    # Wizard open: pull tickets from context, generate AI summary(ies).
+    # ------------------------------------------------------------------
+    @api.model
+    def default_get(self, fields_list):
+        vals = super().default_get(fields_list)
+        ctx = self.env.context or {}
+        ticket_id = ctx.get('default_ticket_id') or ctx.get('active_id')
+        ticket_ids = ctx.get('default_ticket_ids') or ctx.get('active_ids') or []
+        active_model = ctx.get('active_model')
+
+        # Disambiguate single vs bulk by what the caller actually selected.
+        # The list-view server action passes active_ids; the form button
+        # passes a single active_id via a deliberate context key.
+        if ctx.get('fhc_bulk') and ticket_ids:
+            return self._default_get_bulk(vals, ticket_ids)
+        if active_model == 'helpdesk.ticket' and ticket_ids and not ticket_id:
+            # Edge: opened from list selection without our explicit context
+            # key. If exactly one, treat as single; otherwise bulk.
+            if len(ticket_ids) == 1:
+                ticket_id = ticket_ids[0]
+            else:
+                return self._default_get_bulk(vals, ticket_ids)
+        if ticket_id:
+            return self._default_get_single(vals, ticket_id)
+        return vals
+
+    def _default_get_single(self, vals, ticket_id):
+        ticket = self.env['helpdesk.ticket'].browse(ticket_id)
+        if not ticket.exists():
+            raise UserError(_('Ticket %s no longer exists.') % ticket_id)
+        self._validate_engagement_target(ticket)
+        summary = self._generate_summary(ticket)
+        vals.update({
+            'ticket_id': ticket.id,
+            'ai_summary': summary,
+            'ai_unavailable': not bool(summary),
+        })
+        return vals
+
+    def _default_get_bulk(self, vals, ticket_ids):
+        tickets = self.env['helpdesk.ticket'].browse(ticket_ids).exists()
+        self._validate_bulk_targets(tickets)
+        # One summary per ticket, fanned out in parallel so the modal doesn't
+        # block for N * 15s. If the fan-out itself times out we still open
+        # the wizard — the user just has to fill in summaries manually.
+        summaries = self._generate_summaries_parallel(tickets)
+        any_ok = any(s for s in summaries.values())
+        vals.update({
+            'ticket_ids': [(6, 0, tickets.ids)],
+            'line_ids': [
+                (0, 0, {'ticket_id': t.id,
+                        'ai_summary': summaries.get(t.id, '')})
+                for t in tickets
+            ],
+            'ai_unavailable': not any_ok,
+        })
+        return vals
+
+    # ------------------------------------------------------------------
+    # Validation gates — run BEFORE we waste an OpenAI call.
+    # ------------------------------------------------------------------
+    def _validate_engagement_target(self, ticket):
+        if not ticket.x_fc_client_label:
+            raise UserError(_(
+                'This ticket is not tagged with a client deployment, so the '
+                'central has no owner contact to send to. Owner-approval is '
+                'only available on in-app tickets.'
+            ))
+        email, _name = ticket._fc_owner_contact()
+        if not email:
+            raise UserError(_(
+                'No owner contact configured for client "%s". Ask the client '
+                'to fill it in under Settings → Fusion Helpdesk → Owner '
+                'Approval, then file any ticket from that deployment so the '
+                'central learns the contact.'
+            ) % (ticket.x_fc_client_label,))
+
+    def _validate_bulk_targets(self, tickets):
+        if not tickets:
+            raise UserError(_('No tickets selected.'))
+        labels = {t.x_fc_client_label for t in tickets}
+        labels.discard(False)
+        labels.discard('')
+        if len(labels) != 1:
+            raise UserError(_(
+                'Cannot bulk-engage tickets across different deployments — '
+                'one owner per engagement. Selected labels: %s.'
+            ) % (', '.join(sorted(labels)) or '(none)'))
+        blockers = tickets.filtered(
+            lambda t: t.x_fc_engagement_state in ('pending', 'approved')
+        )
+        if blockers:
+            raise UserError(_(
+                '%(n)s of the selected tickets already have a pending or '
+                'approved engagement. Re-engage them individually from the '
+                'ticket form. Tickets: %(ids)s'
+            ) % {'n': len(blockers),
+                 'ids': ', '.join('#%s' % t.id for t in blockers)})
+        # Reuse single validation for the owner-contact check (any one
+        # ticket suffices since they share the same client_label).
+        self._validate_engagement_target(tickets[0])
+
+    # ------------------------------------------------------------------
+    # AI summary generation
+    # ------------------------------------------------------------------
+    def _summary_inputs(self, ticket):
+        """Pull the data we feed to OpenAI: title + plain-text description +
+        plain-text public messages (oldest first). Internal notes excluded."""
+        msgs = self.env['mail.message'].search([
+            ('model', '=', 'helpdesk.ticket'),
+            ('res_id', '=', ticket.id),
+            ('message_type', 'in', ('comment', 'email')),
+            ('subtype_id.internal', '=', False),
+        ], order='id asc')
+        msg_data = [{
+            'author': m.author_id.name or m.email_from or 'unknown',
+            'date': fields.Datetime.to_string(m.date) if m.date else '',
+            'body_plain': html2plaintext(m.body or '') or '',
+        } for m in msgs]
+        return (
+            ticket.name or '',
+            html2plaintext(ticket.description or '') or '',
+            msg_data,
+        )
+
+    def _generate_summary(self, ticket):
+        """Single-ticket summary. Returns '' on any failure — the wizard
+        treats empty as "AI unavailable" and shows the manual fallback."""
+        ICP = self.env['ir.config_parameter'].sudo()
+        api_key = (ICP.get_param(
+            'fusion_helpdesk_central.openai_api_key') or '').strip()
+        if not api_key:
+            return ''
+        model = (ICP.get_param(
+            'fusion_helpdesk_central.openai_model') or 'gpt-4o-mini').strip()
+        name, desc, msgs = self._summary_inputs(ticket)
+        prompt = truncate_for_openai(build_summary_prompt(name, desc, msgs))
+        return call_openai_chat(api_key, model, prompt)
+
+    def _generate_summaries_parallel(self, tickets):
+        """{ticket_id: summary_or_empty} for the bulk wizard.
+
+        Submits N calls in parallel via a thread pool. Each call has its own
+        15s timeout; the whole batch is capped at _BULK_AI_TIMEOUT so a slow
+        single call doesn't hold up the rest. Anything still pending at the
+        cap returns ''."""
+        ICP = self.env['ir.config_parameter'].sudo()
+        api_key = (ICP.get_param(
+            'fusion_helpdesk_central.openai_api_key') or '').strip()
+        if not api_key:
+            return {t.id: '' for t in tickets}
+        model = (ICP.get_param(
+            'fusion_helpdesk_central.openai_model') or 'gpt-4o-mini').strip()
+
+        # Build inputs serially (DB-bound, fast) before fanning out the
+        # HTTP calls in parallel.
+        inputs = {}
+        for t in tickets:
+            name, desc, msgs = self._summary_inputs(t)
+            inputs[t.id] = truncate_for_openai(
+                build_summary_prompt(name, desc, msgs))
+
+        results = {t.id: '' for t in tickets}
+        with concurrent.futures.ThreadPoolExecutor(
+                max_workers=_BULK_AI_WORKERS) as pool:
+            futures = {
+                pool.submit(call_openai_chat, api_key, model, p): tid
+                for tid, p in inputs.items()
+            }
+            try:
+                for fut in concurrent.futures.as_completed(
+                        futures, timeout=_BULK_AI_TIMEOUT):
+                    tid = futures[fut]
+                    try:
+                        results[tid] = fut.result() or ''
+                    except Exception as e:  # noqa: BLE001 — log + continue
+                        _logger.warning(
+                            'fusion_helpdesk_central: bulk AI summary for '
+                            'ticket %s failed: %s', tid, e,
+                        )
+            except concurrent.futures.TimeoutError:
+                _logger.warning(
+                    'fusion_helpdesk_central: bulk AI summary fan-out timed '
+                    'out after %ss; remaining tickets will get empty '
+                    'summaries.', _BULK_AI_TIMEOUT,
+                )
+        return results
+
+    # ------------------------------------------------------------------
+    # Send: write engagement state + queue mail
+    # ------------------------------------------------------------------
+    def action_send(self):
+        self.ensure_one()
+        if self.mode == 'bulk':
+            return self._action_send_bulk()
+        return self._action_send_single()
+
+    def _action_send_single(self):
+        ticket = self.ticket_id
+        if not ticket:
+            raise UserError(_('Wizard has no ticket attached.'))
+        # Re-resolve owner from client_key in case it changed between
+        # default_get and Send (small window, but the source of truth wins).
+        email, name = ticket._fc_owner_contact()
+        if not email:
+            raise UserError(_('Owner contact disappeared since you opened '
+                              'the wizard. Refresh and try again.'))
+        ticket._fc_reset_engagement(email, name, self.ai_summary or '')
+        template = self.env.ref(
+            'fusion_helpdesk_central.mail_template_engagement',
+            raise_if_not_found=False,
+        )
+        if not template:
+            raise UserError(_('Engagement mail template not found — was '
+                              'fusion_helpdesk_central installed cleanly?'))
+        # Pass the personal note + is_reminder=False into the template's
+        # rendering context. Use `with_context(**data)` per CLAUDE.md —
+        # `ctx=...` won't reach the template body.
+        template.with_context(
+            fhc_personal_note=self.personal_note or '',
+            fhc_is_reminder=False,
+        ).send_mail(ticket.id, force_send=False)
+        return {'type': 'ir.actions.act_window_close'}
+
+    def _action_send_bulk(self):
+        if not self.ticket_ids:
+            raise UserError(_('Wizard has no tickets attached.'))
+        # Snapshot owner from the first ticket — bulk is locked to a single
+        # client_label by validation, so they all share an owner.
+        email, name = self.ticket_ids[0]._fc_owner_contact()
+        if not email:
+            raise UserError(_('Owner contact disappeared since you opened '
+                              'the wizard. Refresh and try again.'))
+        summary_by_id = {line.ticket_id.id: line.ai_summary or ''
+                         for line in self.line_ids}
+        for ticket in self.ticket_ids:
+            ticket._fc_reset_engagement(
+                email, name, summary_by_id.get(ticket.id, ''),
+            )
+        template = self.env.ref(
+            'fusion_helpdesk_central.mail_template_engagement_bulk',
+            raise_if_not_found=False,
+        )
+        if not template:
+            raise UserError(_('Bulk engagement mail template not found — '
+                              'was fusion_helpdesk_central installed cleanly?'))
+        # The bulk template renders once against the FIRST ticket but reads
+        # the full set from context. Each ticket already has its own token
+        # (snapped above), so the template iterates self.env['helpdesk.ticket']
+        # by the ids we pass in.
+        template.with_context(
+            fhc_personal_note=self.personal_note or '',
+            fhc_is_reminder=False,
+            fhc_bulk_ticket_ids=self.ticket_ids.ids,
+        ).send_mail(self.ticket_ids[0].id, force_send=False)
+        return {'type': 'ir.actions.act_window_close'}
+
+
+class FusionHelpdeskEngagementWizardLine(models.TransientModel):
+    _name = 'fusion.helpdesk.engagement.wizard.line'
+    _description = 'Fusion Helpdesk — Per-Ticket Bulk Engagement Line'
+
+    wizard_id = fields.Many2one(
+        'fusion.helpdesk.engagement.wizard', required=True,
+        ondelete='cascade',
+    )
+    ticket_id = fields.Many2one(
+        'helpdesk.ticket', required=True, ondelete='cascade',
+    )
+    ticket_name = fields.Char(
+        related='ticket_id.name', readonly=True,
+    )
+    ai_summary = fields.Text(
+        string='AI Summary',
+        help='Per-ticket summary — edit before send.',
+    )

fusion_helpdesk_central/models/fusion_helpdesk_client_key.py

@@ -33,6 +33,24 @@ class FusionHelpdeskClientKey(models.Model):
         string='Notes',
         help='Optional. Stamp deployment URL, contact, install date.',
     )
+    # Owner contact for the engagement / approval flow. Auto-refreshed
+    # from each incoming ticket's payload (see helpdesk_ticket.create
+    # override) so support always has the current owner without manual
+    # sync. Manual overrides on this row stick until the next ticket
+    # carries different values.
+    owner_email = fields.Char(
+        string='Owner Email',
+        help='Email of the client\'s real decision-maker (the person paying '
+             'the bill, not the Odoo "Manager" role). Used to send approval '
+             'requests when central support hits a feature that needs '
+             'sign-off. Auto-populated from the client\'s entech settings '
+             'on every ticket submission.',
+    )
+    owner_name = fields.Char(
+        string='Owner Name',
+        help='Display name for the owner — used in email greeting and the '
+             'chatter attribution when they approve / reject.',
+    )
     bot_user_id = fields.Many2one(
         'res.users', string='Bot User', readonly=True,
         ondelete='restrict',

fusion_helpdesk_central/models/helpdesk_ticket.py

@@ -1,15 +1,28 @@
 # -*- coding: utf-8 -*-
 # Copyright 2026 Nexa Systems Inc.
 # License OPL-1
-"""Central-side helpdesk.ticket extensions for the customer follow-up flow.
+"""Central-side helpdesk.ticket extensions for the customer follow-up flow
+and the owner-approval engagement flow.
 
-Adds the `x_fc_client_label` deployment tag (set by the in-app reporter so
+Adds:
-the embedded inbox can scope per client) and sends a branded acknowledgement
+- `x_fc_client_label` deployment tag (set by the in-app reporter so the
-email — carrying the portal magic link — when an in-app ticket is created.
+  embedded inbox can scope per client).
+- Branded acknowledgement email on create for in-app tickets.
+- Auto-tag with Critical when priority=3 + has client_label.
+- The full owner-approval engagement field set: state, token, snapshotted
+  owner email/name, AI summary, sent / reminded / decided timestamps, and a
+  stored computed turnaround for the reporting pivot.
+- Upserts the client_key row's owner_email/owner_name from each incoming
+  ticket payload so the central always has the current owner contact
+  without a dedicated sync endpoint.
 """
 import logging
+import uuid
+from datetime import timedelta
 
-from odoo import api, fields, models
+from odoo import _, api, fields, models
+from odoo.exceptions import UserError
+from odoo.tools import email_normalize
 
 _logger = logging.getLogger(__name__)
 
@@ -24,13 +37,311 @@ class HelpdeskTicket(models.Model):
              'lets support filter tickets by originating deployment.',
     )
 
+    # ------------------------------------------------------------------
+    # Owner-approval engagement fields
+    # ------------------------------------------------------------------
+    x_fc_engagement_state = fields.Selection(
+        selection=[
+            ('none', 'None'),
+            ('pending', 'Pending'),
+            ('approved', 'Approved'),
+            ('rejected', 'Rejected'),
+        ],
+        string='Owner Approval', default='none', copy=False, index=True,
+        help='State of the owner-approval engagement: '
+             'none = never requested, pending = email sent / awaiting click, '
+             'approved / rejected = owner has decided.',
+    )
+    x_fc_engagement_email = fields.Char(
+        string='Engaged Owner Email', copy=False,
+        help='Snapshot of the owner email reached for THIS engagement. '
+             'Survives later edits to fusion.helpdesk.client.key.owner_email '
+             'so audit history stays correct.',
+    )
+    x_fc_engagement_name = fields.Char(
+        string='Engaged Owner Name', copy=False,
+    )
+    x_fc_engagement_token = fields.Char(
+        string='Engagement Token', copy=False, index=True,
+        help='UUID4 in the magic link. Single-use — cleared after the '
+             'owner confirms a decision in the portal.',
+    )
+    x_fc_engagement_sent_at = fields.Datetime(
+        string='Engagement Sent At', copy=False, readonly=True,
+    )
+    x_fc_engagement_reminded_at = fields.Datetime(
+        string='Engagement Reminded At', copy=False, readonly=True,
+        help='Set by the daily reminder cron. We send at most one '
+             'reminder per engagement to avoid spamming the owner.',
+    )
+    x_fc_engagement_decided_at = fields.Datetime(
+        string='Engagement Decided At', copy=False, readonly=True,
+    )
+    x_fc_ai_summary = fields.Text(
+        string='AI Summary', copy=False,
+        help='OpenAI-generated brief shown to the owner in the approval '
+             'email. Editable in the wizard before sending; frozen after.',
+    )
+    x_fc_engagement_turnaround_hours = fields.Float(
+        string='Owner Turnaround (h)',
+        compute='_compute_engagement_turnaround',
+        store=True, copy=False, digits=(8, 2),
+        help='Hours between engagement-sent and owner decision. Stored so '
+             'the Owner Engagements pivot can aggregate without recomputing.',
+    )
+
+    # message_post-friendly index for the reminder cron + token resolution.
+    _engagement_state_idx = models.Index(
+        '(x_fc_engagement_state, x_fc_engagement_sent_at)'
+    )
+
+    # ------------------------------------------------------------------
+    # Lifecycle
+    # ------------------------------------------------------------------
     @api.model_create_multi
     def create(self, vals_list):
+        # Sync owner contact from payload BEFORE creating tickets so the
+        # client_key row reflects the latest contact even if ticket-create
+        # itself fails (e.g. validation error elsewhere).
+        self._fc_sync_owner_contacts(vals_list)
         tickets = super().create(vals_list)
         tickets._fc_send_ack_email()
         tickets._fc_auto_tag_critical()
         return tickets
 
+    @api.model
+    def _fc_sync_owner_contacts(self, vals_list):
+        """Upsert fusion.helpdesk.client.key.owner_email/name from incoming
+        ticket vals so the central always has the latest owner contact.
+
+        Pulls keys 'x_fc_owner_email' / 'x_fc_owner_name' which the
+        fusion_helpdesk client controller piggybacks on every submit. These
+        are NOT real helpdesk.ticket fields — they're stripped here before
+        super().create() sees them so Odoo doesn't choke on unknown columns.
+        """
+        ClientKey = self.env['fusion.helpdesk.client.key'].sudo()
+        for vals in vals_list:
+            # Pop the piggyback keys regardless of whether we use them.
+            owner_email = (vals.pop('x_fc_owner_email', None) or '').strip()
+            owner_name = (vals.pop('x_fc_owner_name', None) or '').strip()
+            label = (vals.get('x_fc_client_label') or '').strip()
+            if not label or not (owner_email or owner_name):
+                continue
+            row = ClientKey.search([('client_label', '=', label)], limit=1)
+            if not row:
+                # Don't auto-create a client_key row from a ticket — that
+                # would bypass API-key issuance. Just log and move on.
+                _logger.info(
+                    'fusion_helpdesk_central: ticket carried owner contact '
+                    'for unknown client_label "%s"; skipping sync.', label,
+                )
+                continue
+            updates = {}
+            if owner_email and owner_email != (row.owner_email or ''):
+                updates['owner_email'] = owner_email
+            if owner_name and owner_name != (row.owner_name or ''):
+                updates['owner_name'] = owner_name
+            if updates:
+                row.write(updates)
+
+    @api.depends('x_fc_engagement_sent_at', 'x_fc_engagement_decided_at')
+    def _compute_engagement_turnaround(self):
+        for rec in self:
+            sent = rec.x_fc_engagement_sent_at
+            decided = rec.x_fc_engagement_decided_at
+            if sent and decided and decided > sent:
+                delta = decided - sent
+                rec.x_fc_engagement_turnaround_hours = (
+                    delta.total_seconds() / 3600.0
+                )
+            else:
+                rec.x_fc_engagement_turnaround_hours = 0.0
+
+    # ------------------------------------------------------------------
+    # Owner engagement plumbing
+    # ------------------------------------------------------------------
+    def _fc_owner_contact(self):
+        """Return (email, name) for this ticket's client_key owner contact,
+        or (False, False) if the client_key is missing / unconfigured.
+
+        Single source of truth for the wizard + the form button's enable
+        check — we never read directly from the ticket's snapshot fields
+        for *new* engagements (those snapshot AT engagement time).
+        """
+        self.ensure_one()
+        if not self.x_fc_client_label:
+            return (False, False)
+        row = self.env['fusion.helpdesk.client.key'].sudo().search(
+            [('client_label', '=', self.x_fc_client_label)], limit=1,
+        )
+        if not row:
+            return (False, False)
+        return (row.owner_email or False, row.owner_name or False)
+
+    def _fc_new_engagement_token(self):
+        """Allocate a fresh single-use token. Centralised so tests can
+        monkeypatch it for deterministic assertions."""
+        return uuid.uuid4().hex
+
+    def _fc_reset_engagement(self, owner_email, owner_name, ai_summary):
+        """Stamp a fresh pending engagement on this ticket — invalidates any
+        previous token + clears decided/reminded timestamps so the cron and
+        the reporting view see a clean slate.
+
+        Owner email is normalised here (lowercase, rejected if not a valid
+        single address) so a typo'd contact like "kris@x; jim@y" can't end
+        up as the snapshot. If normalisation fails, we still proceed using
+        the raw value — the email will probably bounce but state is
+        consistent and re-engaging fixes it.
+        """
+        self.ensure_one()
+        normalised = email_normalize(owner_email or '') or (owner_email or '')
+        self.write({
+            'x_fc_engagement_state': 'pending',
+            'x_fc_engagement_email': normalised,
+            'x_fc_engagement_name': (owner_name or '').strip(),
+            'x_fc_engagement_token': self._fc_new_engagement_token(),
+            'x_fc_engagement_sent_at': fields.Datetime.now(),
+            'x_fc_engagement_reminded_at': False,
+            'x_fc_engagement_decided_at': False,
+            'x_fc_ai_summary': ai_summary or '',
+        })
+
+    def action_open_engagement_wizard(self):
+        """Form-button handler: open the wizard targeting this single ticket.
+
+        Validation lives on the wizard's default_get so the error path is
+        symmetrical with the bulk action — same UserError messages, same
+        soft fallback when AI is unavailable."""
+        self.ensure_one()
+        return {
+            'type': 'ir.actions.act_window',
+            'name': _('Request Owner Approval'),
+            'res_model': 'fusion.helpdesk.engagement.wizard',
+            'view_mode': 'form',
+            'target': 'new',
+            'context': {
+                'default_ticket_id': self.id,
+                'active_id': self.id,
+                'active_model': 'helpdesk.ticket',
+            },
+        }
+
+    @api.model
+    def action_open_engagement_wizard_bulk(self):
+        """Server-action handler: open the wizard targeting the list-view
+        selection. Bound from a server action XML record. Reads ids from
+        the env context (`active_ids`) — the action ensures it's only
+        callable from a list/kanban with selection."""
+        ticket_ids = self.env.context.get('active_ids') or []
+        if not ticket_ids:
+            raise UserError(_('Select at least one ticket first.'))
+        return {
+            'type': 'ir.actions.act_window',
+            'name': _('Request Owner Approval (Bulk)'),
+            'res_model': 'fusion.helpdesk.engagement.wizard',
+            'view_mode': 'form',
+            'target': 'new',
+            'context': {
+                'default_ticket_ids': ticket_ids,
+                'active_ids': ticket_ids,
+                'active_model': 'helpdesk.ticket',
+                'fhc_bulk': True,
+            },
+        }
+
+    @api.model
+    def _fc_send_engagement_reminders(self):
+        """Cron entry-point: re-send one reminder for stale pending engagements.
+
+        N days configurable via ICP `engagement_reminder_days` (default 3,
+        0 = disabled). Single-shot per engagement — `reminded_at` set after
+        send so we never spam. Same token, same magic links, so the owner
+        can click whichever email is in front of them.
+
+        Idempotent on its own: a second cron run within the same day won't
+        re-find anything because `reminded_at` is now non-NULL.
+        """
+        ICP = self.env['ir.config_parameter'].sudo()
+        try:
+            N = int(ICP.get_param(
+                'fusion_helpdesk_central.engagement_reminder_days') or 3)
+        except (TypeError, ValueError):
+            N = 3
+        if N <= 0:
+            _logger.info('fusion_helpdesk_central: reminder cron disabled '
+                         '(engagement_reminder_days <= 0); skipping.')
+            return 0
+        cutoff = fields.Datetime.now() - timedelta(days=N)
+        stale = self.search([
+            ('x_fc_engagement_state', '=', 'pending'),
+            ('x_fc_engagement_sent_at', '<=', cutoff),
+            ('x_fc_engagement_reminded_at', '=', False),
+        ])
+        if not stale:
+            return 0
+        template = self.env.ref(
+            'fusion_helpdesk_central.mail_template_engagement',
+            raise_if_not_found=False,
+        )
+        if not template:
+            _logger.warning(
+                'fusion_helpdesk_central: reminder cron found %s stale '
+                'engagements but the mail template is missing; aborting.',
+                len(stale),
+            )
+            return 0
+        now = fields.Datetime.now()
+        for ticket in stale:
+            try:
+                template.with_context(
+                    fhc_is_reminder=True,
+                    fhc_personal_note='',
+                ).send_mail(ticket.id, force_send=False)
+                ticket.x_fc_engagement_reminded_at = now
+            except Exception:  # noqa: BLE001 — reminder must never break cron loop
+                _logger.exception(
+                    'fusion_helpdesk_central: reminder send failed for '
+                    'ticket %s; will retry next run.', ticket.id,
+                )
+        _logger.info(
+            'fusion_helpdesk_central: reminder cron sent %s reminder(s).',
+            len(stale),
+        )
+        return len(stale)
+
+    def _fc_finalize_engagement(self, decision, owner_partner, comment=None):
+        """Apply the owner's decision: post chatter (public), clear token,
+        write state + decided_at. Called from the public portal controller
+        after a magic link is clicked + confirmed.
+
+        Chatter is posted as a public comment (subtype mail.mt_comment) so
+        it propagates to the employee's My Tickets thread per the
+        "fully visible" UX choice in the spec.
+        """
+        from odoo.addons.fusion_helpdesk_central.utils import (
+            format_engagement_chatter,
+        )
+        self.ensure_one()
+        body = format_engagement_chatter(
+            decision, self.x_fc_engagement_name, comment,
+        )
+        author_id = owner_partner.id if owner_partner else False
+        self.message_post(
+            body=body,
+            message_type='comment',
+            subtype_xmlid='mail.mt_comment',
+            author_id=author_id,
+        )
+        self.write({
+            'x_fc_engagement_state': decision,
+            'x_fc_engagement_decided_at': fields.Datetime.now(),
+            'x_fc_engagement_token': False,
+        })
+
+    # ------------------------------------------------------------------
+    # Existing customer-followup hooks (unchanged behaviour)
+    # ------------------------------------------------------------------
     def _fc_auto_tag_critical(self):
         """Auto-apply the Critical tag on in-app tickets that were filed with
         priority='3' (Urgent — the client-side "Mark as Critical" toggle).

fusion_helpdesk_central/security/ir.model.access.csv

@@ -1,2 +1,4 @@
 id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
 access_fhc_client_key_admin,fusion.helpdesk.client.key.admin,model_fusion_helpdesk_client_key,base.group_system,1,1,1,1
+access_fhc_engagement_wizard_user,fusion.helpdesk.engagement.wizard.user,model_fusion_helpdesk_engagement_wizard,base.group_user,1,1,1,1
+access_fhc_engagement_wizard_line_user,fusion.helpdesk.engagement.wizard.line.user,model_fusion_helpdesk_engagement_wizard_line,base.group_user,1,1,1,1

fusion_helpdesk_central/tests/__init__.py

@@ -1,2 +1,4 @@
 # -*- coding: utf-8 -*-
 from . import test_identity
+from . import test_utils
+from . import test_engagement

fusion_helpdesk_central/tests/test_engagement.py

@@ -0,0 +1,414 @@
+# -*- coding: utf-8 -*-
+# Copyright 2026 Nexa Systems Inc.
+# License OPL-1
+"""Integration-ish tests for the owner-approval engagement flow.
+
+These need an env (helpdesk.ticket, client_key, wizard, portal controller),
+so they run as TransactionCase. OpenAI is mocked at the utils boundary —
+no live API calls in CI. HTTP requests use the standard Odoo test client.
+"""
+from datetime import timedelta
+from unittest.mock import patch
+
+from odoo import fields
+from odoo.exceptions import UserError
+from odoo.tests import TransactionCase, HttpCase, tagged
+
+
+def _patch_openai(return_value='• summary bullet one\n• bullet two'):
+    """Mock the OpenAI client used by the wizard, returning a deterministic
+    summary so tests don't depend on network or API keys."""
+    return patch(
+        'odoo.addons.fusion_helpdesk_central.models.engagement_wizard.'
+        'call_openai_chat',
+        return_value=return_value,
+    )
+
+
+@tagged('post_install', '-at_install', 'fusion_helpdesk_central')
+class TestEngagementBase(TransactionCase):
+    """Shared fixtures: a client_key with an owner, an ENTECH ticket."""
+
+    @classmethod
+    def setUpClass(cls):
+        super().setUpClass()
+        # client_key.create() requires an actual bot user; set bot login
+        # to the admin so the model can find it during setUp.
+        cls.env['ir.config_parameter'].sudo().set_param(
+            'fusion_helpdesk.bot_login', cls.env.user.login,
+        )
+        cls.client_key = cls.env['fusion.helpdesk.client.key'].create({
+            'client_label': 'TESTCLIENT',
+            'owner_email': 'owner@testclient.com',
+            'owner_name': 'Test Owner',
+        })
+        cls.team = cls.env['helpdesk.team'].create({
+            'name': 'Test Team for engagement',
+        })
+
+    def _make_ticket(self, **overrides):
+        vals = {
+            'name': '[TESTCLIENT] Bug Report: Test ticket for engagement',
+            'team_id': self.team.id,
+            'x_fc_client_label': 'TESTCLIENT',
+            'description': '<p>Steps to reproduce: do X, see Y.</p>',
+        }
+        vals.update(overrides)
+        return self.env['helpdesk.ticket'].create(vals)
+
+
+@tagged('post_install', '-at_install', 'fusion_helpdesk_central')
+class TestOwnerContactSync(TestEngagementBase):
+
+    def test_sync_owner_contacts_from_payload(self):
+        # Simulate the client-side submit piggyback: x_fc_owner_email +
+        # x_fc_owner_name on create vals. Central must consume them
+        # (pop from vals) and upsert the client_key row.
+        self._make_ticket(
+            x_fc_owner_email='newowner@testclient.com',
+            x_fc_owner_name='New Owner',
+        )
+        self.client_key.invalidate_recordset()
+        self.assertEqual(self.client_key.owner_email, 'newowner@testclient.com')
+        self.assertEqual(self.client_key.owner_name, 'New Owner')
+
+    def test_sync_no_owner_payload_leaves_client_key_alone(self):
+        # No piggyback keys → existing client_key contacts must NOT be
+        # nuked. (We had a bug like this in the customer-followup ship.)
+        original_email = self.client_key.owner_email
+        self._make_ticket()
+        self.client_key.invalidate_recordset()
+        self.assertEqual(self.client_key.owner_email, original_email)
+
+    def test_sync_unknown_client_label_is_silently_skipped(self):
+        # If a ticket arrives for a client_label we don't have a row for,
+        # we must not create one (would bypass API-key issuance). Just
+        # log and move on without raising.
+        self._make_ticket(
+            x_fc_client_label='UNKNOWN_CLIENT',
+            x_fc_owner_email='wat@example.com',
+        )
+        # No client_key row was created for UNKNOWN_CLIENT
+        unknown = self.env['fusion.helpdesk.client.key'].search(
+            [('client_label', '=', 'UNKNOWN_CLIENT')])
+        self.assertFalse(unknown)
+
+
+@tagged('post_install', '-at_install', 'fusion_helpdesk_central')
+class TestEngagementReset(TestEngagementBase):
+
+    def test_reset_engagement_sets_all_fields(self):
+        t = self._make_ticket()
+        t._fc_reset_engagement('o@x.com', 'Owner', 'Summary text')
+        self.assertEqual(t.x_fc_engagement_state, 'pending')
+        self.assertEqual(t.x_fc_engagement_email, 'o@x.com')
+        self.assertEqual(t.x_fc_engagement_name, 'Owner')
+        self.assertEqual(t.x_fc_ai_summary, 'Summary text')
+        self.assertTrue(t.x_fc_engagement_token)
+        self.assertTrue(t.x_fc_engagement_sent_at)
+        self.assertFalse(t.x_fc_engagement_reminded_at)
+        self.assertFalse(t.x_fc_engagement_decided_at)
+
+    def test_re_engagement_rotates_token_and_clears_decision(self):
+        t = self._make_ticket()
+        t._fc_reset_engagement('o@x.com', 'Owner', 'summary 1')
+        original_token = t.x_fc_engagement_token
+        # Simulate the owner having decided…
+        t.write({
+            'x_fc_engagement_state': 'rejected',
+            'x_fc_engagement_decided_at': fields.Datetime.now(),
+            'x_fc_engagement_reminded_at': fields.Datetime.now(),
+        })
+        # …then re-engage. State must reset, token must rotate.
+        t._fc_reset_engagement('o@x.com', 'Owner', 'summary 2')
+        self.assertEqual(t.x_fc_engagement_state, 'pending')
+        self.assertNotEqual(t.x_fc_engagement_token, original_token)
+        self.assertFalse(t.x_fc_engagement_reminded_at)
+        self.assertFalse(t.x_fc_engagement_decided_at)
+
+    def test_token_is_unique_per_call(self):
+        t = self._make_ticket()
+        tokens = set()
+        for _ in range(20):
+            t._fc_reset_engagement('o@x.com', 'Owner', '')
+            tokens.add(t.x_fc_engagement_token)
+        self.assertEqual(len(tokens), 20)
+
+    def test_finalize_posts_chatter_and_clears_token(self):
+        t = self._make_ticket()
+        t._fc_reset_engagement('o@x.com', 'Owner', 's')
+        partner = self.env['res.partner'].create({
+            'name': 'Owner', 'email': 'o@x.com',
+        })
+        before_count = self.env['mail.message'].search_count(
+            [('res_id', '=', t.id), ('model', '=', 'helpdesk.ticket')])
+        t._fc_finalize_engagement('approved', partner, comment='LGTM')
+        after_count = self.env['mail.message'].search_count(
+            [('res_id', '=', t.id), ('model', '=', 'helpdesk.ticket')])
+        self.assertGreater(after_count, before_count)
+        self.assertEqual(t.x_fc_engagement_state, 'approved')
+        self.assertFalse(t.x_fc_engagement_token)
+        self.assertTrue(t.x_fc_engagement_decided_at)
+
+    def test_turnaround_hours_computed(self):
+        t = self._make_ticket()
+        now = fields.Datetime.now()
+        t.write({
+            'x_fc_engagement_sent_at': now - timedelta(hours=5),
+            'x_fc_engagement_decided_at': now,
+        })
+        self.assertAlmostEqual(
+            t.x_fc_engagement_turnaround_hours, 5.0, places=1,
+        )
+
+    def test_turnaround_zero_when_not_decided(self):
+        t = self._make_ticket()
+        t.write({
+            'x_fc_engagement_sent_at': fields.Datetime.now() - timedelta(hours=2),
+        })
+        self.assertEqual(t.x_fc_engagement_turnaround_hours, 0.0)
+
+
+@tagged('post_install', '-at_install', 'fusion_helpdesk_central')
+class TestEngagementWizard(TestEngagementBase):
+
+    def test_single_send_via_wizard(self):
+        t = self._make_ticket()
+        with _patch_openai():
+            wizard = self.env['fusion.helpdesk.engagement.wizard'].with_context(
+                default_ticket_id=t.id,
+                active_id=t.id,
+                active_model='helpdesk.ticket',
+            ).create({})
+        self.assertEqual(wizard.mode, 'single')
+        self.assertIn('summary bullet', wizard.ai_summary)
+        wizard.personal_note = 'please review'
+        result = wizard.action_send()
+        # action returns the standard close-modal action
+        self.assertEqual(result.get('type'), 'ir.actions.act_window_close')
+        self.assertEqual(t.x_fc_engagement_state, 'pending')
+        self.assertEqual(t.x_fc_engagement_email, 'owner@testclient.com')
+        self.assertTrue(t.x_fc_engagement_token)
+
+    def test_single_send_uses_current_client_key_owner(self):
+        # The wizard must read the FRESH owner contact from client_key,
+        # not a stale snapshot — if the client_key is updated between
+        # default_get and Send, Send wins.
+        t = self._make_ticket()
+        with _patch_openai():
+            wizard = self.env['fusion.helpdesk.engagement.wizard'].with_context(
+                default_ticket_id=t.id,
+            ).create({})
+        self.client_key.owner_email = 'changed@testclient.com'
+        wizard.action_send()
+        self.assertEqual(t.x_fc_engagement_email, 'changed@testclient.com')
+
+    def test_wizard_rejects_ticket_without_client_label(self):
+        t = self._make_ticket(x_fc_client_label=False)
+        with _patch_openai(), self.assertRaises(UserError):
+            self.env['fusion.helpdesk.engagement.wizard'].with_context(
+                default_ticket_id=t.id,
+            ).create({})
+
+    def test_wizard_rejects_when_owner_contact_missing(self):
+        self.client_key.write({'owner_email': False, 'owner_name': False})
+        t = self._make_ticket()
+        with _patch_openai(), self.assertRaises(UserError):
+            self.env['fusion.helpdesk.engagement.wizard'].with_context(
+                default_ticket_id=t.id,
+            ).create({})
+
+    def test_wizard_marks_ai_unavailable_when_summary_empty(self):
+        t = self._make_ticket()
+        with _patch_openai(return_value=''):
+            wizard = self.env['fusion.helpdesk.engagement.wizard'].with_context(
+                default_ticket_id=t.id,
+            ).create({})
+        self.assertTrue(wizard.ai_unavailable)
+        self.assertEqual(wizard.ai_summary, '')
+
+    def test_bulk_send_creates_one_engagement_per_ticket(self):
+        ts = self.env['helpdesk.ticket']
+        for i in range(3):
+            ts |= self._make_ticket(name='[TESTCLIENT] Bug %s' % i)
+        with _patch_openai():
+            wizard = self.env['fusion.helpdesk.engagement.wizard'].with_context(
+                default_ticket_ids=ts.ids,
+                active_ids=ts.ids,
+                active_model='helpdesk.ticket',
+                fhc_bulk=True,
+            ).create({})
+        self.assertEqual(wizard.mode, 'bulk')
+        self.assertEqual(len(wizard.line_ids), 3)
+        wizard.action_send()
+        for t in ts:
+            self.assertEqual(t.x_fc_engagement_state, 'pending')
+            self.assertTrue(t.x_fc_engagement_token)
+            # Each ticket must have its OWN token
+        tokens = {t.x_fc_engagement_token for t in ts}
+        self.assertEqual(len(tokens), 3)
+
+    def test_bulk_rejects_mixed_clients(self):
+        t1 = self._make_ticket()
+        # Need another client_key for the mix to be valid otherwise the
+        # owner-contact check fires first.
+        self.env['fusion.helpdesk.client.key'].create({
+            'client_label': 'OTHERCLIENT',
+            'owner_email': 'other@x.com', 'owner_name': 'Other',
+        })
+        t2 = self._make_ticket(
+            name='[OTHERCLIENT] x', x_fc_client_label='OTHERCLIENT')
+        with _patch_openai(), self.assertRaises(UserError):
+            self.env['fusion.helpdesk.engagement.wizard'].with_context(
+                default_ticket_ids=[t1.id, t2.id],
+                fhc_bulk=True,
+            ).create({})
+
+    def test_bulk_rejects_already_pending_in_selection(self):
+        t1 = self._make_ticket()
+        t1._fc_reset_engagement('o@x.com', 'Owner', '')   # already pending
+        t2 = self._make_ticket(name='[TESTCLIENT] B')
+        with _patch_openai(), self.assertRaises(UserError):
+            self.env['fusion.helpdesk.engagement.wizard'].with_context(
+                default_ticket_ids=[t1.id, t2.id],
+                fhc_bulk=True,
+            ).create({})
+
+
+@tagged('post_install', '-at_install', 'fusion_helpdesk_central')
+class TestReminderCron(TestEngagementBase):
+
+    def test_reminder_fires_for_stale_pending_only(self):
+        # 1 stale (should be reminded), 1 recent (no reminder), 1 already
+        # reminded (no second reminder), 1 already-decided (no reminder).
+        old = fields.Datetime.now() - timedelta(days=10)
+        recent = fields.Datetime.now() - timedelta(hours=2)
+
+        stale = self._make_ticket()
+        stale._fc_reset_engagement('o@x.com', 'Owner', '')
+        stale.x_fc_engagement_sent_at = old
+
+        too_recent = self._make_ticket(name='[TESTCLIENT] too recent')
+        too_recent._fc_reset_engagement('o@x.com', 'Owner', '')
+        too_recent.x_fc_engagement_sent_at = recent
+
+        already_reminded = self._make_ticket(name='[TESTCLIENT] already')
+        already_reminded._fc_reset_engagement('o@x.com', 'Owner', '')
+        already_reminded.write({
+            'x_fc_engagement_sent_at': old,
+            'x_fc_engagement_reminded_at': old,
+        })
+
+        decided = self._make_ticket(name='[TESTCLIENT] decided')
+        decided._fc_reset_engagement('o@x.com', 'Owner', '')
+        decided.write({
+            'x_fc_engagement_sent_at': old,
+            'x_fc_engagement_state': 'approved',
+        })
+
+        # Default ICP is 3 days, so >=10 days qualifies.
+        sent = self.env['helpdesk.ticket']._fc_send_engagement_reminders()
+        self.assertEqual(sent, 1)
+        self.assertTrue(stale.x_fc_engagement_reminded_at)
+        self.assertFalse(too_recent.x_fc_engagement_reminded_at)
+        # already_reminded's reminded_at must not have moved
+        self.assertEqual(
+            already_reminded.x_fc_engagement_reminded_at, old,
+        )
+
+    def test_reminder_disabled_when_days_zero(self):
+        self.env['ir.config_parameter'].sudo().set_param(
+            'fusion_helpdesk_central.engagement_reminder_days', '0')
+        t = self._make_ticket()
+        t._fc_reset_engagement('o@x.com', 'Owner', '')
+        t.x_fc_engagement_sent_at = fields.Datetime.now() - timedelta(days=30)
+        sent = self.env['helpdesk.ticket']._fc_send_engagement_reminders()
+        self.assertEqual(sent, 0)
+        self.assertFalse(t.x_fc_engagement_reminded_at)
+
+
+@tagged('post_install', '-at_install', 'fusion_helpdesk_central')
+class TestEngagementPortal(HttpCase):
+    """HTTP-layer tests for the public approve/reject portal pages."""
+
+    def setUp(self):
+        super().setUp()
+        self.env['ir.config_parameter'].sudo().set_param(
+            'fusion_helpdesk.bot_login', self.env.user.login,
+        )
+        self.client_key = self.env['fusion.helpdesk.client.key'].create({
+            'client_label': 'PORTALCLIENT',
+            'owner_email': 'owner@portalclient.com',
+            'owner_name': 'Portal Owner',
+        })
+        self.team = self.env['helpdesk.team'].create({
+            'name': 'Test team portal',
+        })
+
+    def _make_pending_ticket(self):
+        t = self.env['helpdesk.ticket'].create({
+            'name': '[PORTALCLIENT] Bug Report: portal smoke',
+            'team_id': self.team.id,
+            'x_fc_client_label': 'PORTALCLIENT',
+            'description': '<p>nothing fancy</p>',
+        })
+        t._fc_reset_engagement('owner@portalclient.com', 'Portal Owner', 'sm')
+        # Make sure cursor sees it for the public request
+        self.env.cr.commit()
+        return t
+
+    def test_get_with_valid_token_renders_confirm(self):
+        t = self._make_pending_ticket()
+        try:
+            r = self.url_open(
+                '/fusion_helpdesk/engagement/%s/approve' % t.x_fc_engagement_token,
+                timeout=10,
+            )
+            self.assertEqual(r.status_code, 200)
+            self.assertIn('Confirm Approval', r.text)
+            self.assertIn(t.name, r.text)
+        finally:
+            t.unlink()
+            self.env.cr.commit()
+
+    def test_get_with_bad_token_renders_invalid(self):
+        r = self.url_open(
+            '/fusion_helpdesk/engagement/bogus-token/approve', timeout=10,
+        )
+        self.assertEqual(r.status_code, 200)
+        self.assertIn('Link no longer valid', r.text)
+
+    def test_get_with_bad_decision_renders_invalid(self):
+        t = self._make_pending_ticket()
+        try:
+            r = self.url_open(
+                '/fusion_helpdesk/engagement/%s/sideways'
+                % t.x_fc_engagement_token, timeout=10,
+            )
+            self.assertEqual(r.status_code, 200)
+            self.assertIn('Link no longer valid', r.text)
+        finally:
+            t.unlink()
+            self.env.cr.commit()
+
+    def test_post_records_decision_and_invalidates_token(self):
+        t = self._make_pending_ticket()
+        token = t.x_fc_engagement_token
+        try:
+            r = self.url_open(
+                '/fusion_helpdesk/engagement/%s/approve' % token,
+                data={'comment': 'looks good'}, timeout=10,
+            )
+            self.assertEqual(r.status_code, 200)
+            self.assertIn('Approval recorded', r.text)
+            t.invalidate_recordset()
+            self.assertEqual(t.x_fc_engagement_state, 'approved')
+            self.assertFalse(t.x_fc_engagement_token)
+            # Second click on the same URL must now show the invalid page.
+            r2 = self.url_open(
+                '/fusion_helpdesk/engagement/%s/approve' % token, timeout=10,
+            )
+            self.assertIn('Link no longer valid', r2.text)
+        finally:
+            t.unlink()
+            self.env.cr.commit()

fusion_helpdesk_central/tests/test_utils.py

@@ -0,0 +1,193 @@
+# -*- coding: utf-8 -*-
+# Copyright 2026 Nexa Systems Inc.
+# License OPL-1
+"""Pure-helper tests for fusion_helpdesk_central.utils.
+
+No Odoo env, no network — these run in any environment with `markupsafe`
+installed. Mirrors the pattern in fusion_helpdesk/tests/test_utils.py.
+"""
+from unittest.mock import patch
+
+from odoo.tests import TransactionCase, tagged
+
+from odoo.addons.fusion_helpdesk_central.utils import (
+    SUMMARY_PROMPT,
+    OPENAI_PROMPT_MAX_CHARS,
+    build_summary_prompt,
+    call_openai_chat,
+    format_engagement_chatter,
+    truncate_for_openai,
+)
+
+
+@tagged('post_install', '-at_install', 'fusion_helpdesk_central')
+class TestBuildSummaryPrompt(TransactionCase):
+
+    def test_includes_title_description_and_messages(self):
+        prompt = build_summary_prompt(
+            'My ticket',
+            'Detailed description here',
+            [{'author': 'Alice', 'date': '2026-05-27 10:00:00',
+              'body_plain': 'first reply'}],
+        )
+        self.assertIn('My ticket', prompt)
+        self.assertIn('Detailed description here', prompt)
+        self.assertIn('Alice', prompt)
+        self.assertIn('first reply', prompt)
+
+    def test_empty_messages_becomes_explicit_marker(self):
+        # The model needs to know "no replies yet" — a blank section would
+        # invite hallucination.
+        prompt = build_summary_prompt('t', 'd', [])
+        self.assertIn('(no replies yet)', prompt)
+
+    def test_empty_title_and_description_use_fallbacks(self):
+        prompt = build_summary_prompt('', '', [])
+        self.assertIn('(untitled)', prompt)
+        self.assertIn('(no description)', prompt)
+
+    def test_empty_message_body_is_marked_not_dropped(self):
+        prompt = build_summary_prompt('t', 'd', [
+            {'author': 'A', 'date': 'X', 'body_plain': ''},
+        ])
+        # An empty body must still produce a line so author + date context
+        # survives; '(empty)' marker keeps the model honest.
+        self.assertIn('(empty)', prompt)
+
+
+@tagged('post_install', '-at_install', 'fusion_helpdesk_central')
+class TestTruncateForOpenAI(TransactionCase):
+
+    def test_no_truncation_when_under_limit(self):
+        prompt = 'x' * 100
+        self.assertEqual(truncate_for_openai(prompt, max_chars=200), prompt)
+
+    def test_truncation_appends_marker_and_respects_cap(self):
+        prompt = 'x' * 500
+        out = truncate_for_openai(prompt, max_chars=200)
+        self.assertLessEqual(len(out), 200)
+        self.assertIn('truncated', out.lower())
+
+    def test_default_cap_is_8000(self):
+        # Regression guard — flipping this default has real $$ implications.
+        self.assertEqual(OPENAI_PROMPT_MAX_CHARS, 8000)
+
+
+@tagged('post_install', '-at_install', 'fusion_helpdesk_central')
+class TestFormatEngagementChatter(TransactionCase):
+
+    def test_approve_without_comment(self):
+        out = str(format_engagement_chatter('approved', 'Kris'))
+        self.assertIn('Approved', out)
+        self.assertIn('Kris', out)
+        self.assertIn('✓', out)
+        # No blockquote when no comment.
+        self.assertNotIn('blockquote', out)
+
+    def test_reject_with_comment(self):
+        out = str(format_engagement_chatter(
+            'rejected', 'Kris', comment='not in scope this quarter'))
+        self.assertIn('Rejected', out)
+        self.assertIn('✗', out)
+        self.assertIn('blockquote', out)
+        self.assertIn('not in scope this quarter', out)
+
+    def test_comment_html_escaped(self):
+        # XSS guard: a malicious comment must not inject script tags.
+        out = str(format_engagement_chatter(
+            'approved', 'Kris', comment='<script>alert(1)</script>'))
+        self.assertNotIn('<script>', out)
+        self.assertIn('&lt;script&gt;', out)
+
+    def test_owner_name_html_escaped(self):
+        # Same XSS guard on the owner name path.
+        out = str(format_engagement_chatter(
+            'approved', '<b>Pwn</b>'))
+        self.assertNotIn('<b>Pwn</b>', out)
+        self.assertIn('&lt;b&gt;', out)
+
+    def test_missing_owner_name_falls_back(self):
+        out = str(format_engagement_chatter('approved', None))
+        self.assertIn('the owner', out)
+
+    def test_invalid_decision_raises(self):
+        # Typo upstream should fail loud, not silently post a malformed line.
+        with self.assertRaises(ValueError):
+            format_engagement_chatter('maybe', 'Kris')
+
+
+@tagged('post_install', '-at_install', 'fusion_helpdesk_central')
+class TestCallOpenAIChat(TransactionCase):
+    """OpenAI client unit tests — mock urlopen, never hit the network."""
+
+    def test_empty_api_key_returns_empty_string(self):
+        # No key configured? Don't even try to call OpenAI.
+        self.assertEqual(call_openai_chat('', 'gpt-4o-mini', 'hi'), '')
+
+    def test_empty_prompt_returns_empty_string(self):
+        self.assertEqual(call_openai_chat('sk-x', 'gpt-4o-mini', ''), '')
+
+    def test_happy_path_returns_message_content(self):
+        fake_response = type('R', (), {})()
+        fake_response.read = lambda: (
+            b'{"choices":[{"message":{"content":"bullet one\\nbullet two"}}]}'
+        )
+        fake_response.__enter__ = lambda s: s
+        fake_response.__exit__ = lambda *a: None
+        with patch(
+            'odoo.addons.fusion_helpdesk_central.utils.urllib.request.urlopen',
+            return_value=fake_response,
+        ):
+            out = call_openai_chat('sk-x', 'gpt-4o-mini', 'prompt')
+        self.assertEqual(out, 'bullet one\nbullet two')
+
+    def test_network_error_returns_empty(self):
+        # All exceptions must collapse to '' so the wizard's fallback fires.
+        import urllib.error
+        with patch(
+            'odoo.addons.fusion_helpdesk_central.utils.urllib.request.urlopen',
+            side_effect=urllib.error.URLError('boom'),
+        ):
+            self.assertEqual(call_openai_chat('sk-x', 'm', 'p'), '')
+
+    def test_http_error_returns_empty(self):
+        import urllib.error
+        with patch(
+            'odoo.addons.fusion_helpdesk_central.utils.urllib.request.urlopen',
+            side_effect=urllib.error.HTTPError(
+                'url', 429, 'rate limited', {}, None,
+            ),
+        ):
+            self.assertEqual(call_openai_chat('sk-x', 'm', 'p'), '')
+
+    def test_malformed_json_returns_empty(self):
+        fake_response = type('R', (), {})()
+        fake_response.read = lambda: b'not json at all'
+        fake_response.__enter__ = lambda s: s
+        fake_response.__exit__ = lambda *a: None
+        with patch(
+            'odoo.addons.fusion_helpdesk_central.utils.urllib.request.urlopen',
+            return_value=fake_response,
+        ):
+            self.assertEqual(call_openai_chat('sk-x', 'm', 'p'), '')
+
+    def test_empty_choices_returns_empty(self):
+        fake_response = type('R', (), {})()
+        fake_response.read = lambda: b'{"choices":[]}'
+        fake_response.__enter__ = lambda s: s
+        fake_response.__exit__ = lambda *a: None
+        with patch(
+            'odoo.addons.fusion_helpdesk_central.utils.urllib.request.urlopen',
+            return_value=fake_response,
+        ):
+            self.assertEqual(call_openai_chat('sk-x', 'm', 'p'), '')
+
+
+@tagged('post_install', '-at_install', 'fusion_helpdesk_central')
+class TestPromptConstant(TransactionCase):
+
+    def test_summary_prompt_has_required_placeholders(self):
+        # The wizard calls .format(name=, description_plain=, messages_plain=)
+        # — silently dropping any of these would yield a useless prompt.
+        for placeholder in ('{name}', '{description_plain}', '{messages_plain}'):
+            self.assertIn(placeholder, SUMMARY_PROMPT)

fusion_helpdesk_central/utils.py

@@ -0,0 +1,168 @@
+# -*- coding: utf-8 -*-
+# Copyright 2026 Nexa Systems Inc.
+# License OPL-1
+"""Pure helpers for the owner-approval engagement flow.
+
+No Odoo environment, no `request`, no network — just data in, data out.
+Everything here is unit-testable in isolation, which is the same pattern
+fusion_helpdesk/utils.py already follows. The OpenAI client lives in
+`openai_client.py` so this file stays IO-free and trivially testable.
+"""
+import json
+import logging
+import urllib.error
+import urllib.request
+from markupsafe import Markup, escape
+
+_logger = logging.getLogger(__name__)
+
+
+# Frozen as a Python constant rather than an ICP key — the prompt is
+# load-bearing on output quality and we want every change reviewed in git.
+# Use {placeholders} to template; see build_summary_prompt for the fill.
+SUMMARY_PROMPT = """You are summarising a customer support ticket for a busy executive
+who needs to decide whether to approve the work.
+
+Output rules:
+- 4-6 short bullet points, plain text (no markdown).
+- First bullet: the ask, in one sentence.
+- Second bullet: the business impact if approved.
+- Third bullet: the business impact if NOT approved (or "none material").
+- Optional bullets: cost / effort signals if any are mentioned.
+- Final bullet: open questions the approver should think about.
+- Do not invent facts. If the thread doesn't say, write "not stated".
+- No greetings, no sign-offs, no preamble.
+
+Ticket title: {name}
+Original report:
+{description_plain}
+
+Replies so far:
+{messages_plain}
+"""
+
+# Bound the prompt sent to OpenAI so a runaway thread doesn't blow cost or
+# context. 8000 chars * ~0.25 tokens/char ~= 2000 tokens, well under any model
+# cap and cheap on gpt-4o-mini.
+OPENAI_PROMPT_MAX_CHARS = 8000
+
+
+def build_summary_prompt(ticket_name, description_plain, messages):
+    """Render SUMMARY_PROMPT with ticket + chatter content.
+
+    `messages` is a list of dicts with at minimum {author, date, body_plain}.
+    We render one line per message so the model can attribute who said what.
+    Empty inputs collapse to "(none)" so the prompt never has bare blanks
+    that the model could interpret as a missing section.
+    """
+    name = (ticket_name or '').strip() or '(untitled)'
+    desc = (description_plain or '').strip() or '(no description)'
+    if messages:
+        lines = []
+        for m in messages:
+            author = (m.get('author') or 'unknown').strip()
+            date = (m.get('date') or '').strip()
+            body = (m.get('body_plain') or '').strip() or '(empty)'
+            lines.append('%s (%s): %s' % (author, date, body))
+        msgs = '\n---\n'.join(lines)
+    else:
+        msgs = '(no replies yet)'
+    return SUMMARY_PROMPT.format(
+        name=name, description_plain=desc, messages_plain=msgs,
+    )
+
+
+def truncate_for_openai(prompt, max_chars=OPENAI_PROMPT_MAX_CHARS):
+    """Cap prompt length so a 50-message thread can't run up the bill.
+
+    Truncates from the END (keeps the title + description + earliest messages),
+    appending a marker so the model knows context was cut. Earliest replies
+    are usually the most relevant for an approval decision; later replies tend
+    to be operational chatter.
+    """
+    if len(prompt) <= max_chars:
+        return prompt
+    marker = '\n\n[...truncated for length...]'
+    keep = max_chars - len(marker)
+    if keep <= 0:
+        return marker[:max_chars]
+    return prompt[:keep] + marker
+
+
+def format_engagement_chatter(decision, owner_name, comment=None):
+    """Build the chatter message posted on the ticket when the owner decides.
+
+    Returns Markup so message_post renders it as HTML (not escaped). Decision
+    must be 'approved' or 'rejected' — anything else raises ValueError so a
+    typo upstream fails loud instead of posting a half-rendered message.
+    """
+    if decision == 'approved':
+        prefix, label = '✓', 'Approved'
+    elif decision == 'rejected':
+        prefix, label = '✗', 'Rejected'
+    else:
+        raise ValueError(
+            'format_engagement_chatter: decision must be "approved" or '
+            '"rejected", got %r' % (decision,)
+        )
+    name = escape((owner_name or '').strip() or 'the owner')
+    text = (comment or '').strip()
+    body = '<p><b>%s %s by %s</b></p>' % (prefix, label, name)
+    if text:
+        body += '<blockquote style="margin:6px 0 0 0; padding:6px 12px; ' \
+                'border-left:3px solid #d8dadd; color:#444;"><i>%s</i></blockquote>' \
+                % escape(text).replace('\n', '<br/>')
+    return Markup(body)
+
+
+def call_openai_chat(api_key, model, prompt, timeout=15):
+    """Single non-streaming call to OpenAI's chat-completions endpoint.
+
+    Returns the response text on success, or '' on any failure (network,
+    timeout, non-2xx, malformed JSON, empty choices). Never raises — the
+    caller treats '' as "AI unavailable" and shows the manual-summary
+    fallback in the wizard.
+
+    Uses urllib.request from the stdlib so we don't add a pip dependency
+    just for one HTTP call. JSON shape per OpenAI's chat-completions spec
+    as of 2026: messages, model, response choices[0].message.content.
+    """
+    if not api_key or not prompt:
+        return ''
+    payload = json.dumps({
+        'model': model or 'gpt-4o-mini',
+        'messages': [{'role': 'user', 'content': prompt}],
+        'temperature': 0.2,    # we want deterministic-ish summaries
+    }).encode('utf-8')
+    req = urllib.request.Request(
+        'https://api.openai.com/v1/chat/completions',
+        data=payload,
+        headers={
+            'Authorization': 'Bearer %s' % api_key,
+            'Content-Type': 'application/json',
+        },
+        method='POST',
+    )
+    try:
+        with urllib.request.urlopen(req, timeout=timeout) as resp:
+            data = json.loads(resp.read().decode('utf-8'))
+    except urllib.error.HTTPError as e:
+        _logger.warning(
+            'fusion_helpdesk_central: OpenAI returned HTTP %s', e.code,
+        )
+        return ''
+    except (urllib.error.URLError, TimeoutError, OSError) as e:
+        _logger.warning(
+            'fusion_helpdesk_central: OpenAI network error: %s', e,
+        )
+        return ''
+    except (ValueError, json.JSONDecodeError) as e:
+        _logger.warning(
+            'fusion_helpdesk_central: OpenAI returned malformed JSON: %s', e,
+        )
+        return ''
+    choices = (data or {}).get('choices') or []
+    if not choices:
+        return ''
+    content = (choices[0].get('message') or {}).get('content') or ''
+    return content.strip()

fusion_helpdesk_central/views/engagement_reporting_views.xml

@@ -0,0 +1,143 @@
+<?xml version="1.0" encoding="utf-8"?>
+<!--
+    Copyright 2026 Nexa Systems Inc.
+    License OPL-1
+
+    Reporting dashboard for owner engagements. No new model — every view
+    is over helpdesk.ticket filtered to records where engagement_state is
+    not 'none'. The stored computed field x_fc_engagement_turnaround_hours
+    makes the pivot's average measure free.
+-->
+<odoo>
+
+    <!-- Pivot: rows = client, columns = state, measure = count + avg turnaround. -->
+    <record id="view_engagement_pivot" model="ir.ui.view">
+        <field name="name">fhc.engagement.pivot</field>
+        <field name="model">helpdesk.ticket</field>
+        <field name="arch" type="xml">
+            <pivot string="Owner Engagements" sample="1">
+                <field name="x_fc_client_label" type="row"/>
+                <field name="x_fc_engagement_state" type="col"/>
+                <field name="x_fc_engagement_turnaround_hours" type="measure"/>
+            </pivot>
+        </field>
+    </record>
+
+    <record id="view_engagement_graph" model="ir.ui.view">
+        <field name="name">fhc.engagement.graph</field>
+        <field name="model">helpdesk.ticket</field>
+        <field name="arch" type="xml">
+            <graph string="Owner Engagements" type="bar" sample="1">
+                <field name="x_fc_engagement_sent_at" interval="month"/>
+                <field name="x_fc_client_label" type="col"/>
+            </graph>
+        </field>
+    </record>
+
+    <record id="view_engagement_list" model="ir.ui.view">
+        <field name="name">fhc.engagement.list</field>
+        <field name="model">helpdesk.ticket</field>
+        <field name="arch" type="xml">
+            <list string="Owner Engagements" create="0" sample="1">
+                <field name="ticket_ref" optional="show"/>
+                <field name="name"/>
+                <field name="x_fc_client_label" string="Client"/>
+                <field name="x_fc_engagement_name" string="Owner"/>
+                <field name="x_fc_engagement_email" string="Owner Email" optional="show"/>
+                <field name="x_fc_engagement_state" widget="badge"
+                       decoration-warning="x_fc_engagement_state == 'pending'"
+                       decoration-success="x_fc_engagement_state == 'approved'"
+                       decoration-danger="x_fc_engagement_state == 'rejected'"/>
+                <field name="x_fc_engagement_sent_at"/>
+                <field name="x_fc_engagement_reminded_at" optional="hide"/>
+                <field name="x_fc_engagement_decided_at" optional="show"/>
+                <field name="x_fc_engagement_turnaround_hours" string="Turnaround (h)"/>
+            </list>
+        </field>
+    </record>
+
+    <record id="view_engagement_kanban" model="ir.ui.view">
+        <field name="name">fhc.engagement.kanban</field>
+        <field name="model">helpdesk.ticket</field>
+        <field name="arch" type="xml">
+            <kanban default_group_by="x_fc_engagement_state" create="0"
+                    sample="1" group_create="0" group_edit="0" group_delete="0">
+                <field name="name"/>
+                <field name="x_fc_client_label"/>
+                <field name="x_fc_engagement_name"/>
+                <field name="x_fc_engagement_sent_at"/>
+                <field name="x_fc_engagement_turnaround_hours"/>
+                <templates>
+                    <t t-name="card">
+                        <div class="o_kanban_record_top">
+                            <strong><field name="name"/></strong>
+                        </div>
+                        <div>
+                            <span class="text-muted"><field name="x_fc_client_label"/></span>
+                            ·
+                            <field name="x_fc_engagement_name"/>
+                        </div>
+                        <div class="text-muted small">
+                            sent <field name="x_fc_engagement_sent_at"/>
+                        </div>
+                    </t>
+                </templates>
+            </kanban>
+        </field>
+    </record>
+
+    <record id="view_engagement_search" model="ir.ui.view">
+        <field name="name">fhc.engagement.search</field>
+        <field name="model">helpdesk.ticket</field>
+        <field name="arch" type="xml">
+            <search string="Owner Engagements">
+                <field name="name"/>
+                <field name="x_fc_client_label"/>
+                <field name="x_fc_engagement_email"/>
+                <separator/>
+                <filter string="Pending" name="state_pending"
+                        domain="[('x_fc_engagement_state', '=', 'pending')]"/>
+                <filter string="Approved" name="state_approved"
+                        domain="[('x_fc_engagement_state', '=', 'approved')]"/>
+                <filter string="Rejected" name="state_rejected"
+                        domain="[('x_fc_engagement_state', '=', 'rejected')]"/>
+                <separator/>
+                <filter string="Pending &gt; 7 days" name="stuck"
+                        domain="[('x_fc_engagement_state', '=', 'pending'),
+                                 ('x_fc_engagement_sent_at', '&lt;=',
+                                  (context_today() - relativedelta(days=7)).strftime('%Y-%m-%d %H:%M:%S'))]"/>
+                <separator/>
+                <!-- Odoo 19: <group expand="0">…</group> is no longer valid
+                     in search views. Group-By filters work directly. -->
+                <filter string="Group by Client" name="group_client"
+                        context="{'group_by': 'x_fc_client_label'}"/>
+                <filter string="Group by State" name="group_state"
+                        context="{'group_by': 'x_fc_engagement_state'}"/>
+                <filter string="Group by Sent (month)" name="group_sent_month"
+                        context="{'group_by': 'x_fc_engagement_sent_at:month'}"/>
+            </search>
+        </field>
+    </record>
+
+    <record id="action_owner_engagements" model="ir.actions.act_window">
+        <field name="name">Owner Engagements</field>
+        <field name="res_model">helpdesk.ticket</field>
+        <field name="view_mode">pivot,graph,list,kanban,form</field>
+        <field name="search_view_id" ref="view_engagement_search"/>
+        <field name="domain">[('x_fc_engagement_state', '!=', 'none')]</field>
+        <field name="context">{
+            'search_default_state_pending': 1
+        }</field>
+        <field name="help" type="html">
+            <p class="o_view_nocontent_smiling_face">No owner engagements yet.</p>
+            <p>Click "Request Owner Approval" on any in-app ticket to start one.</p>
+        </field>
+    </record>
+
+    <menuitem id="menu_owner_engagements"
+              name="Owner Engagements"
+              parent="helpdesk.helpdesk_ticket_report_menu_main"
+              action="action_owner_engagements"
+              sequence="50"/>
+
+</odoo>

fusion_helpdesk_central/views/engagement_wizard_views.xml

@@ -0,0 +1,67 @@
+<?xml version="1.0" encoding="utf-8"?>
+<!--
+    Copyright 2026 Nexa Systems Inc.
+    License OPL-1
+
+    The owner-approval engagement wizard, opened from the ticket form
+    button OR the list-view bulk server action. Branches on `mode` to
+    show either the single-ticket layout (one AI summary field) or the
+    bulk layout (an editable line per ticket).
+-->
+<odoo>
+
+    <record id="view_engagement_wizard_form" model="ir.ui.view">
+        <field name="name">fusion.helpdesk.engagement.wizard.form</field>
+        <field name="model">fusion.helpdesk.engagement.wizard</field>
+        <field name="arch" type="xml">
+            <form string="Request Owner Approval">
+                <field name="mode" invisible="1"/>
+                <field name="ticket_id" invisible="1"/>
+
+                <group>
+                    <group>
+                        <field name="owner_name_display" string="Owner"/>
+                        <field name="owner_email_display" string="Owner Email" widget="email"/>
+                    </group>
+                </group>
+
+                <div class="alert alert-warning" role="alert"
+                     invisible="not ai_unavailable">
+                    <strong>AI summary unavailable.</strong>
+                    OpenAI didn't return a summary (no API key set, rate limit,
+                    or network error). Write a quick brief below before sending —
+                    everything else still works.
+                </div>
+
+                <!-- Single mode: one summary field for the one ticket. -->
+                <group invisible="mode != 'single'">
+                    <field name="personal_note"
+                           placeholder="One-line note that appears above the summary in the email…"/>
+                    <field name="ai_summary" string="Summary to send"
+                           placeholder="Bullet-point summary that the owner will read first." />
+                </group>
+
+                <!-- Bulk mode: per-ticket lines, each with its own summary. -->
+                <group invisible="mode != 'bulk'">
+                    <field name="personal_note"
+                           placeholder="One-line note that appears once at the top of the combined email…"/>
+                </group>
+                <field name="line_ids" invisible="mode != 'bulk'" nolabel="1">
+                    <list editable="bottom" create="0" delete="0">
+                        <field name="ticket_id" readonly="1"/>
+                        <field name="ticket_name" readonly="1"/>
+                        <field name="ai_summary"/>
+                    </list>
+                </field>
+
+                <footer>
+                    <button name="action_send" type="object"
+                            string="Send Engagement"
+                            class="btn-primary"/>
+                    <button special="cancel" string="Cancel"/>
+                </footer>
+            </form>
+        </field>
+    </record>
+
+</odoo>

fusion_helpdesk_central/views/helpdesk_ticket_views.xml

@@ -27,8 +27,100 @@
                 <field name="x_fc_client_label"/>
                 <filter string="Client Deployment" name="group_client_label"
                         context="{'group_by': 'x_fc_client_label'}"/>
+                <separator/>
+                <filter string="Awaiting Owner Approval" name="fhc_pending_engagement"
+                        domain="[('x_fc_engagement_state', '=', 'pending')]"/>
+                <filter string="Owner Approved" name="fhc_approved_engagement"
+                        domain="[('x_fc_engagement_state', '=', 'approved')]"/>
+                <filter string="Owner Rejected" name="fhc_rejected_engagement"
+                        domain="[('x_fc_engagement_state', '=', 'rejected')]"/>
             </xpath>
         </field>
     </record>
 
+    <!--
+        Inherited ticket form. Adds:
+          * Header button "Request Owner Approval" (form-button entry into
+            the wizard). Disabled when there's no client_label OR no owner
+            contact on the client_key — see the action_open_engagement_wizard
+            method which raises a UserError with the same explanation.
+          * State pill in the title row showing pending / approved / rejected.
+          * Collapsible "Owner Engagement" group with the audit fields.
+        Inherited views in Odoo 19 cannot carry `groups`/`group_ids` on the
+        record (raises ParseError); per-node `groups=` attributes are fine.
+    -->
+    <record id="fhc_ticket_form_engagement" model="ir.ui.view">
+        <field name="name">fhc.helpdesk.ticket.form.engagement</field>
+        <field name="model">helpdesk.ticket</field>
+        <field name="inherit_id" ref="helpdesk.helpdesk_ticket_view_form"/>
+        <field name="arch" type="xml">
+
+            <!-- Header button + state badge. Placed at the top of the
+                 header so it's the first thing support sees. -->
+            <xpath expr="//header" position="inside">
+                <button name="action_open_engagement_wizard"
+                        type="object"
+                        string="Request Owner Approval"
+                        class="oe_highlight"
+                        invisible="not x_fc_client_label or x_fc_engagement_state == 'pending'"
+                        groups="base.group_user"/>
+                <button name="action_open_engagement_wizard"
+                        type="object"
+                        string="Re-engage Owner"
+                        invisible="x_fc_engagement_state != 'pending'"
+                        groups="base.group_user"/>
+                <field name="x_fc_engagement_state" widget="statusbar"
+                       invisible="x_fc_engagement_state == 'none'"
+                       statusbar_visible="pending,approved,rejected"/>
+            </xpath>
+
+            <!-- Collapsible Owner Engagement page on the notebook. -->
+            <xpath expr="//notebook" position="inside">
+                <page string="Owner Engagement"
+                      name="fhc_engagement_page"
+                      invisible="x_fc_engagement_state == 'none'">
+                    <group>
+                        <group>
+                            <field name="x_fc_engagement_state" readonly="1"/>
+                            <field name="x_fc_engagement_name" readonly="1"/>
+                            <field name="x_fc_engagement_email" readonly="1" widget="email"/>
+                        </group>
+                        <group>
+                            <field name="x_fc_engagement_sent_at" readonly="1"/>
+                            <field name="x_fc_engagement_reminded_at" readonly="1"/>
+                            <field name="x_fc_engagement_decided_at" readonly="1"/>
+                            <field name="x_fc_engagement_turnaround_hours" readonly="1"/>
+                        </group>
+                    </group>
+                    <separator string="AI Summary (snapshotted at engagement)"/>
+                    <field name="x_fc_ai_summary" readonly="1" nolabel="1"/>
+                </page>
+            </xpath>
+
+        </field>
+    </record>
+
+    <!--
+        Kanban dot on the main Helpdesk kanban deferred — the underlying
+        view's structure varies between Helpdesk versions and reaching into
+        it with xpath is fragile. The Reporting → Owner Engagements kanban
+        (grouped by state) gives the same at-a-glance signal until we have
+        a stable hook in helpdesk's main kanban.
+    -->
+
+    <!--
+        Server action — bulk "Request Owner Approval" available from the
+        helpdesk.ticket list view. Validation happens in the wizard's
+        default_get; the server action just opens the wizard with the
+        selection in context.
+    -->
+    <record id="action_engagement_bulk" model="ir.actions.server">
+        <field name="name">Request Owner Approval (Bulk)</field>
+        <field name="model_id" ref="helpdesk.model_helpdesk_ticket"/>
+        <field name="binding_model_id" ref="helpdesk.model_helpdesk_ticket"/>
+        <field name="binding_view_types">list,kanban</field>
+        <field name="state">code</field>
+        <field name="code">action = model.action_open_engagement_wizard_bulk()</field>
+    </record>
+
 </odoo>

fusion_helpdesk_central/views/portal_templates.xml

@@ -0,0 +1,132 @@
+<?xml version="1.0" encoding="utf-8"?>
+<!--
+    Copyright 2026 Nexa Systems Inc.
+    License OPL-1
+
+    Minimal branded portal pages for the owner-approval flow. NOT using the
+    heavy portal.frontend_layout — the owner sees this once on their phone
+    and we want sub-200ms render, so each page is a self-contained HTML doc
+    with inline CSS. Branding kept consistent with the ack email's button
+    style (same blue, same border-radius).
+-->
+<odoo>
+
+    <!-- Shared shell: page wrapper, header strip, inline CSS reset. The
+         DOCTYPE is omitted — Odoo's QWeb XML parser rejects it inside
+         <template>, and modern browsers handle no-doctype pages fine for
+         a minimal confirmation page like this. Inline CSS keeps the
+         page self-contained, no external bundles to load. -->
+    <template id="engagement_layout" name="Owner Engagement Layout">
+        <html lang="en">
+        <head>
+            <meta charset="utf-8"/>
+            <meta name="viewport" content="width=device-width, initial-scale=1"/>
+            <title>Nexa Systems Support</title>
+            <style>
+                * { box-sizing: border-box; }
+                body { margin: 0; font-family: Arial, Helvetica, sans-serif; color: #21252b; background: #f3f4f6; -webkit-font-smoothing: antialiased; }
+                .fhc-header { background: #1e3a5f; color: #fff; padding: 14px 22px; font-weight: 700; letter-spacing: 0.02em; }
+                .fhc-card { max-width: 640px; margin: 28px auto; background: #fff; border: 1px solid #d8dadd; border-radius: 8px; padding: 22px 26px; box-shadow: 0 1px 3px rgba(0,0,0,0.06); }
+                .fhc-title { font-size: 1.15rem; font-weight: 700; margin: 0 0 6px 0; }
+                .fhc-meta { color: #6c757d; font-size: 0.85rem; margin-bottom: 14px; }
+                .fhc-section-h { font-size: 0.78rem; font-weight: 700; text-transform: uppercase; letter-spacing: 0.06em; color: #6c757d; margin: 16px 0 6px 0; }
+                .fhc-summary { white-space: pre-wrap; line-height: 1.5; background: #f9fafb; padding: 12px 14px; border-radius: 6px; border: 1px solid #e5e7eb; font-size: 0.92rem; }
+                .fhc-comment { width: 100%; min-height: 90px; padding: 8px 10px; font-family: inherit; font-size: 0.95rem; border: 1px solid #d8dadd; border-radius: 6px; resize: vertical; }
+                .fhc-btn { display: inline-block; padding: 12px 26px; font-size: 1rem; font-weight: 700; border-radius: 6px; border: 0; color: #fff; cursor: pointer; }
+                .fhc-btn-approve { background: linear-gradient(135deg, #5cc66f 0%, #28a745 100%); }
+                .fhc-btn-reject  { background: linear-gradient(135deg, #e85d68 0%, #dc3545 100%); }
+                .fhc-actions { display: flex; gap: 10px; margin-top: 14px; }
+                .fhc-foot { color: #9aa3ad; font-size: 0.78rem; text-align: center; margin-top: 18px; }
+                .fhc-bad { color: #b02a37; }
+                .fhc-good { color: #1e7e34; }
+            </style>
+        </head>
+        <body>
+            <div class="fhc-header">Nexa Systems Support</div>
+            <div class="fhc-card">
+                <t t-out="0"/>
+            </div>
+            <div class="fhc-foot">If this link doesn't look right, contact <a href="mailto:support@nexasystems.ca">support@nexasystems.ca</a>.</div>
+        </body>
+        </html>
+    </template>
+
+    <!-- Confirmation page: owner has clicked the magic link and we want
+         one last confirmation + optional comment before recording the
+         decision. POST goes back to the same URL. -->
+    <template id="engagement_confirm" name="Engagement Confirm">
+        <t t-call="fusion_helpdesk_central.engagement_layout">
+            <div class="fhc-title" t-esc="ticket.name"/>
+            <div class="fhc-meta">
+                Confirm your decision on this request — your name and any
+                comment below will be posted on the ticket so the team sees
+                it immediately.
+            </div>
+
+            <div class="fhc-section-h">Summary</div>
+            <div class="fhc-summary" t-esc="ticket.x_fc_ai_summary or 'No AI summary was attached to this request.'"/>
+
+            <form method="POST" action="">
+                <div class="fhc-section-h">Comment (optional)</div>
+                <textarea class="fhc-comment" name="comment"
+                          placeholder="Add a note for the team (e.g. 'go ahead, this fits Q2 budget')"/>
+                <div class="fhc-actions">
+                    <t t-if="decision_state == 'approved'">
+                        <button class="fhc-btn fhc-btn-approve" type="submit">✓ Confirm Approval</button>
+                    </t>
+                    <t t-else="">
+                        <button class="fhc-btn fhc-btn-reject" type="submit">✗ Confirm Rejection</button>
+                    </t>
+                </div>
+            </form>
+        </t>
+    </template>
+
+    <!-- Done: decision recorded. Owner sees a friendly receipt. -->
+    <template id="engagement_done" name="Engagement Done">
+        <t t-call="fusion_helpdesk_central.engagement_layout">
+            <t t-if="decision_state == 'approved'">
+                <div class="fhc-title fhc-good">✓ Approval recorded</div>
+            </t>
+            <t t-else="">
+                <div class="fhc-title fhc-bad">✗ Rejection recorded</div>
+            </t>
+            <div class="fhc-meta">
+                Thanks — your decision on
+                "<b><t t-esc="ticket.name"/></b>"
+                has been posted to the ticket and the team has been notified.
+                You can safely close this tab. If you also received a bulk
+                email with multiple requests, come back to it and decide on
+                the others independently.
+            </div>
+        </t>
+    </template>
+
+    <!-- Invalid: token unknown, already used, or wrong state. -->
+    <template id="engagement_invalid" name="Engagement Invalid">
+        <t t-call="fusion_helpdesk_central.engagement_layout">
+            <div class="fhc-title fhc-bad">Link no longer valid</div>
+            <div class="fhc-meta">
+                This approval link has already been used, was replaced by a
+                newer request, or is otherwise no longer active.
+                If you think this is a mistake, please contact
+                <a href="mailto:support@nexasystems.ca">support@nexasystems.ca</a>
+                and we'll sort it out.
+            </div>
+        </t>
+    </template>
+
+    <!-- Server-side error -->
+    <template id="engagement_error" name="Engagement Error">
+        <t t-call="fusion_helpdesk_central.engagement_layout">
+            <div class="fhc-title fhc-bad">Something went wrong</div>
+            <div class="fhc-meta">
+                We couldn't record your decision because of an unexpected
+                error on our side. Please try the link again in a minute —
+                if it still fails, reply to the original email or contact
+                <a href="mailto:support@nexasystems.ca">support@nexasystems.ca</a>.
+            </div>
+        </t>
+    </template>
+
+</odoo>