feat: separate fusion field service and LTC into standalone modules, update core modules

- fusion_claims: separated field service logic, updated controllers/views
- fusion_tasks: updated task views and map integration
- fusion_authorizer_portal: added page 11 signing, schedule booking, migrations
- fusion_shipping: new standalone shipping module (Canada Post, FedEx, DHL, Purolator)
- fusion_ltc_management: new standalone LTC management module

fusion_authorizer_portal/__init__.py

@@ -2,3 +2,29 @@
 
 from . import models
 from . import controllers
+
+
+def _reactivate_views(env):
+    """Ensure all module views are active after install/update.
+
+    Odoo silently deactivates inherited views when an xpath fails
+    validation (e.g. parent view structure changed between versions).
+    Once deactivated, subsequent -u runs never reactivate them.
+    This hook prevents that from silently breaking the portal.
+    """
+    views = env['ir.ui.view'].sudo().search([
+        ('key', 'like', 'fusion_authorizer_portal.%'),
+        ('active', '=', False),
+    ])
+    if views:
+        views.write({'active': True})
+        env.cr.execute("""
+            SELECT key FROM ir_ui_view
+            WHERE key LIKE 'fusion_authorizer_portal.%%'
+              AND id = ANY(%s)
+        """, [views.ids])
+        keys = [r[0] for r in env.cr.fetchall()]
+        import logging
+        logging.getLogger(__name__).warning(
+            "Reactivated %d deactivated views: %s", len(keys), keys
+        )

fusion_authorizer_portal/__manifest__.py

@@ -1,7 +1,7 @@
 # -*- coding: utf-8 -*-
 {
     'name': 'Fusion Authorizer & Sales Portal',
-    'version': '19.0.2.2.0',
+    'version': '19.0.2.5.0',
     'category': 'Sales/Portal',
     'summary': 'Portal for Authorizers (OTs) and Sales Reps with Assessment Forms',
     'description': """
@@ -50,8 +50,10 @@ This module provides external portal access for:
         'website',
         'mail',
         'calendar',
+        'appointment',
         'knowledge',
         'fusion_claims',
+        'fusion_tasks',
     ],
     'data': [
         # Security
@@ -62,6 +64,7 @@ This module provides external portal access for:
         'data/portal_menu_data.xml',
         'data/ir_actions_server_data.xml',
         'data/welcome_articles.xml',
+        'data/appointment_invite_data.xml',
         # Views
         'views/res_partner_views.xml',
         'views/sale_order_views.xml',
@@ -76,7 +79,8 @@ This module provides external portal access for:
         'views/portal_accessibility_forms.xml',
         'views/portal_technician_templates.xml',
         'views/portal_book_assessment.xml',
-        'views/portal_repair_form.xml',
+        'views/portal_schedule.xml',
+        'views/portal_page11_sign_templates.xml',
     ],
     'assets': {
         'web.assets_backend': [
@@ -93,9 +97,11 @@ This module provides external portal access for:
             'fusion_authorizer_portal/static/src/js/pdf_field_editor.js',
             'fusion_authorizer_portal/static/src/js/technician_push.js',
             'fusion_authorizer_portal/static/src/js/technician_location.js',
+            'fusion_authorizer_portal/static/src/js/portal_schedule_booking.js',
         ],
     },
     'images': ['static/description/icon.png'],
+    'post_init_hook': '_reactivate_views',
     'installable': True,
     'application': False,
     'auto_install': False,

fusion_authorizer_portal/controllers/__init__.py

@@ -3,4 +3,5 @@
 from . import portal_main
 from . import portal_assessment
 from . import pdf_editor
-from . import portal_repair
+from . import portal_schedule
+from . import portal_page11_sign

fusion_authorizer_portal/controllers/portal_main.py

@@ -26,6 +26,7 @@ class AuthorizerPortal(CustomerPortal):
         if hasattr(response, 'qcontext') and (partner.is_authorizer or partner.is_sales_rep_portal or partner.is_client_portal or partner.is_technician_portal):
             posting_info = self._get_adp_posting_info()
             response.qcontext.update(posting_info)
+            response.qcontext.update(self._get_clock_status_data())
             
             # Add signature count (documents to sign) - only if Sign module is installed
             sign_count = 0
@@ -724,7 +725,7 @@ class AuthorizerPortal(CustomerPortal):
             'sale_type_filter': sale_type,
             'status_filter': status,
         }
-        
+        values.update(self._get_clock_status_data())
         return request.render('fusion_authorizer_portal.portal_sales_dashboard', values)
 
     @http.route(['/my/sales/cases', '/my/sales/cases/page/<int:page>'], type='http', auth='user', website=True)
@@ -1090,14 +1091,60 @@ class AuthorizerPortal(CustomerPortal):
             _logger.error(f"Error downloading proof of delivery: {e}")
             return request.redirect('/my/funding-claims')
 
+    # ==================== CLOCK STATUS HELPER ====================
+
+    def _get_clock_status_data(self):
+        """Get clock in/out status for the current portal user."""
+        try:
+            user = request.env.user
+            Employee = request.env['hr.employee'].sudo()
+            employee = Employee.search([('user_id', '=', user.id)], limit=1)
+            if not employee:
+                employee = Employee.search([
+                    ('name', '=', user.partner_id.name),
+                    ('user_id', '=', False),
+                ], limit=1)
+            if not employee or not getattr(employee, 'x_fclk_enable_clock', False):
+                return {'clock_enabled': False}
+
+            is_checked_in = employee.attendance_state == 'checked_in'
+            check_in_time = ''
+            location_name = ''
+            if is_checked_in:
+                att = request.env['hr.attendance'].sudo().search([
+                    ('employee_id', '=', employee.id),
+                    ('check_out', '=', False),
+                ], limit=1)
+                if att:
+                    check_in_time = att.check_in.isoformat() if att.check_in else ''
+                    location_name = att.x_fclk_location_id.name if att.x_fclk_location_id else ''
+
+            return {
+                'clock_enabled': True,
+                'clock_checked_in': is_checked_in,
+                'clock_check_in_time': check_in_time,
+                'clock_location_name': location_name,
+            }
+        except Exception as e:
+            _logger.warning("Clock status check failed: %s", e)
+            return {'clock_enabled': False}
+
     # ==================== TECHNICIAN PORTAL ====================
 
     def _check_technician_access(self):
         """Check if current user is a technician portal user."""
         partner = request.env.user.partner_id
-        if not partner.is_technician_portal:
-            return False
-        return True
+        if partner.is_technician_portal:
+            return True
+        has_tasks = request.env['fusion.technician.task'].sudo().search_count([
+            '|',
+            ('technician_id', '=', request.env.user.id),
+            ('additional_technician_ids', 'in', [request.env.user.id]),
+        ], limit=1)
+        if has_tasks:
+            partner.sudo().write({'is_technician_portal': True})
+            return True
+        return False
 
     @http.route(['/my/technician', '/my/technician/dashboard'], type='http', auth='user', website=True)
     def technician_dashboard(self, **kw):
@@ -1159,6 +1206,8 @@ class AuthorizerPortal(CustomerPortal):
         ICP = request.env['ir.config_parameter'].sudo()
         google_maps_api_key = ICP.get_param('fusion_claims.google_maps_api_key', '')
 
+        clock_data = self._get_clock_status_data()
+
         values = {
             'today_tasks': today_tasks,
             'current_task': current_task,
@@ -1174,6 +1223,7 @@ class AuthorizerPortal(CustomerPortal):
             'google_maps_api_key': google_maps_api_key,
             'page_name': 'technician_dashboard',
         }
+        values.update(clock_data)
         return request.render('fusion_authorizer_portal.portal_technician_dashboard', values)
 
     @http.route(['/my/technician/tasks', '/my/technician/tasks/page/<int:page>'], type='http', auth='user', website=True)
@@ -1423,11 +1473,17 @@ class AuthorizerPortal(CustomerPortal):
             return {'success': False, 'error': str(e)}
 
     @http.route('/my/technician/task/<int:task_id>/action', type='json', auth='user', website=True)
-    def technician_task_action(self, task_id, action, **kw):
-        """Handle task status changes (start, complete, en_route, cancel)."""
+    def technician_task_action(self, task_id, action, latitude=None, longitude=None, accuracy=None, **kw):
+        """Handle task status changes (start, complete, en_route, cancel).
+        Location is mandatory -- the client must send GPS coordinates."""
         if not self._check_technician_access():
             return {'success': False, 'error': 'Access denied'}
 
+        if not latitude or not longitude:
+            return {'success': False, 'error': 'Location is required. Please enable GPS and try again.'}
+        if not (-90 <= latitude <= 90 and -180 <= longitude <= 180):
+            return {'success': False, 'error': 'Invalid GPS coordinates.'}
+
         user = request.env.user
         Task = request.env['fusion.technician.task'].sudo()
 
@@ -1439,21 +1495,39 @@ class AuthorizerPortal(CustomerPortal):
             ):
                 return {'success': False, 'error': 'Task not found or not assigned to you'}
 
+            request.env['fusion.technician.location'].sudo().log_location(
+                latitude=latitude,
+                longitude=longitude,
+                accuracy=accuracy,
+            )
+
+            # Push location to remote instances for cross-instance visibility
+            try:
+                request.env['fusion.task.sync.config'].sudo()._push_technician_location(
+                    user.id, latitude, longitude, accuracy or 0)
+            except Exception:
+                pass  # Non-blocking: sync failure should not block task action
+
+            location_ctx = {
+                'action_latitude': latitude,
+                'action_longitude': longitude,
+                'action_accuracy': accuracy or 0,
+            }
+
             if action == 'en_route':
-                task.action_start_en_route()
+                task.with_context(**location_ctx).action_start_en_route()
             elif action == 'start':
-                task.action_start_task()
+                task.with_context(**location_ctx).action_start_task()
             elif action == 'complete':
                 completion_notes = kw.get('completion_notes', '')
                 if completion_notes:
                     task.completion_notes = completion_notes
-                task.action_complete_task()
+                task.with_context(**location_ctx).action_complete_task()
             elif action == 'cancel':
-                task.action_cancel_task()
+                task.with_context(**location_ctx).action_cancel_task()
             else:
                 return {'success': False, 'error': f'Unknown action: {action}'}
 
-            # For completion, also return next task info
             result = {
                 'success': True,
                 'status': task.status,
@@ -1600,10 +1674,14 @@ class AuthorizerPortal(CustomerPortal):
             return {'success': False, 'error': str(e)}
 
     @http.route('/my/technician/task/<int:task_id>/voice-complete', type='json', auth='user', website=True)
-    def technician_voice_complete(self, task_id, transcription, **kw):
+    def technician_voice_complete(self, task_id, transcription, latitude=None, longitude=None, accuracy=None, **kw):
         """Format transcription with GPT and complete the task."""
         if not self._check_technician_access():
             return {'success': False, 'error': 'Access denied'}
+        if not latitude or not longitude:
+            return {'success': False, 'error': 'Location is required. Please enable GPS and try again.'}
+        if not (-90 <= latitude <= 90 and -180 <= longitude <= 180):
+            return {'success': False, 'error': 'Invalid GPS coordinates.'}
 
         user = request.env.user
         Task = request.env['fusion.technician.task'].sudo()
@@ -1675,7 +1753,18 @@ class AuthorizerPortal(CustomerPortal):
             'completion_notes': completion_html,
             'voice_note_transcription': transcription,
         })
-        task.action_complete_task()
+
+        request.env['fusion.technician.location'].sudo().log_location(
+            latitude=latitude,
+            longitude=longitude,
+            accuracy=accuracy,
+        )
+        location_ctx = {
+            'action_latitude': latitude,
+            'action_longitude': longitude,
+            'action_accuracy': accuracy or 0,
+        }
+        task.with_context(**location_ctx).action_complete_task()
 
         return {
             'success': True,
@@ -1788,6 +1877,25 @@ class AuthorizerPortal(CustomerPortal):
             _logger.warning(f"Location log error: {e}")
             return {'success': False}
 
+    @http.route('/my/technician/clock-status', type='json', auth='user', website=True)
+    def technician_clock_status(self, **kw):
+        """Check if the current technician is clocked in.
+
+        Returns {clocked_in: bool} so the JS background logger can decide
+        whether to track location.  Replaces the fixed 9-6 hour window.
+        """
+        if not self._check_technician_access():
+            return {'clocked_in': False}
+        try:
+            emp = request.env['hr.employee'].sudo().search([
+                ('user_id', '=', request.env.user.id),
+            ], limit=1)
+            if emp and emp.attendance_state == 'checked_in':
+                return {'clocked_in': True}
+        except Exception:
+            pass
+        return {'clocked_in': False}
+
     @http.route('/my/technician/settings/start-location', type='json', auth='user', website=True)
     def technician_save_start_location(self, address='', **kw):
         """Save the technician's personal start location."""
@@ -2055,6 +2163,94 @@ class AuthorizerPortal(CustomerPortal):
             _logger.error(f"Error saving POD signature: {e}")
             return {'success': False, 'error': str(e)}
 
+    # ==================== TASK-LEVEL POD SIGNATURE ====================
+
+    @http.route('/my/technician/task/<int:task_id>/pod', type='http', auth='user', website=True)
+    def task_pod_signature_page(self, task_id, **kw):
+        """Task-level POD signature capture page (works for all tasks including shadow)."""
+        if not self._check_technician_access():
+            return request.redirect('/my')
+
+        user = request.env.user
+        Task = request.env['fusion.technician.task'].sudo()
+
+        try:
+            task = Task.browse(task_id)
+            if not task.exists() or (
+                task.technician_id.id != user.id
+                and user.id not in task.additional_technician_ids.ids
+            ):
+                raise AccessError(_('You do not have access to this task.'))
+        except (AccessError, MissingError):
+            return request.redirect('/my/technician/tasks')
+
+        values = {
+            'task': task,
+            'has_existing_signature': bool(task.pod_signature),
+            'page_name': 'task_pod_signature',
+        }
+        return request.render('fusion_authorizer_portal.portal_task_pod_signature', values)
+
+    @http.route('/my/technician/task/<int:task_id>/pod/sign', type='json', auth='user', methods=['POST'])
+    def task_pod_save_signature(self, task_id, client_name, signature_data, signature_date=None, **kw):
+        """Save POD signature directly on a task."""
+        if not self._check_technician_access():
+            return {'success': False, 'error': 'Access denied'}
+
+        user = request.env.user
+        Task = request.env['fusion.technician.task'].sudo()
+
+        try:
+            task = Task.browse(task_id)
+            if not task.exists() or (
+                task.technician_id.id != user.id
+                and user.id not in task.additional_technician_ids.ids
+            ):
+                return {'success': False, 'error': 'Task not found'}
+
+            if not client_name or not client_name.strip():
+                return {'success': False, 'error': 'Client name is required'}
+            if not signature_data:
+                return {'success': False, 'error': 'Signature is required'}
+
+            if ',' in signature_data:
+                signature_data = signature_data.split(',')[1]
+
+            from datetime import datetime as dt_datetime
+            sig_date = None
+            if signature_date:
+                try:
+                    sig_date = dt_datetime.strptime(signature_date, '%Y-%m-%d').date()
+                except ValueError:
+                    pass
+
+            task.write({
+                'pod_signature': signature_data,
+                'pod_client_name': client_name.strip(),
+                'pod_signature_date': sig_date,
+                'pod_signed_by_user_id': user.id,
+                'pod_signed_datetime': fields.Datetime.now(),
+            })
+
+            if task.sale_order_id:
+                task.sale_order_id.write({
+                    'x_fc_pod_signature': signature_data,
+                    'x_fc_pod_client_name': client_name.strip(),
+                    'x_fc_pod_signature_date': sig_date,
+                    'x_fc_pod_signed_by_user_id': user.id,
+                    'x_fc_pod_signed_datetime': fields.Datetime.now(),
+                })
+
+            return {
+                'success': True,
+                'message': 'Signature saved successfully',
+                'redirect_url': f'/my/technician/task/{task_id}',
+            }
+
+        except Exception as e:
+            _logger.error(f"Error saving task POD signature: {e}")
+            return {'success': False, 'error': str(e)}
+
     def _generate_signed_pod_pdf(self, order, save_to_field=True):
         """Generate a signed POD PDF with the signature embedded.
         

fusion_authorizer_portal/controllers/portal_page11_sign.py

@@ -0,0 +1,206 @@
+# -*- coding: utf-8 -*-
+# Copyright 2024-2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+import base64
+import json
+import logging
+
+from odoo import http, fields, _
+from odoo.http import request
+
+_logger = logging.getLogger(__name__)
+
+
+class Page11PublicSignController(http.Controller):
+
+    def _get_sign_request(self, token):
+        """Look up and validate a signing request by token."""
+        req = request.env['fusion.page11.sign.request'].sudo().search([
+            ('access_token', '=', token),
+        ], limit=1)
+        if not req:
+            return None, 'not_found'
+        if req.state == 'signed':
+            return req, 'already_signed'
+        if req.state == 'cancelled':
+            return req, 'cancelled'
+        if req.state == 'expired' or (
+            req.expiry_date and req.expiry_date < fields.Datetime.now()
+        ):
+            if req.state != 'expired':
+                req.state = 'expired'
+            return req, 'expired'
+        return req, 'ok'
+
+    @http.route('/page11/sign/<string:token>', type='http', auth='public',
+                website=True, sitemap=False)
+    def page11_sign_form(self, token, **kw):
+        """Display the Page 11 signing form."""
+        sign_req, status = self._get_sign_request(token)
+
+        if status == 'not_found':
+            return request.render(
+                'fusion_authorizer_portal.portal_page11_sign_invalid', {}
+            )
+
+        if status in ('expired', 'cancelled'):
+            return request.render(
+                'fusion_authorizer_portal.portal_page11_sign_expired',
+                {'sign_request': sign_req},
+            )
+
+        if status == 'already_signed':
+            return request.render(
+                'fusion_authorizer_portal.portal_page11_sign_success',
+                {'sign_request': sign_req, 'token': token},
+            )
+
+        order = sign_req.sale_order_id
+        partner = order.partner_id
+
+        assessment = request.env['fusion.assessment'].sudo().search([
+            ('sale_order_id', '=', order.id),
+        ], limit=1, order='create_date desc')
+
+        ICP = request.env['ir.config_parameter'].sudo()
+        google_maps_api_key = ICP.get_param('fusion_claims.google_maps_api_key', '')
+
+        client_first_name = ''
+        client_last_name = ''
+        client_middle_name = ''
+        client_health_card = ''
+        client_health_card_version = ''
+
+        if assessment:
+            client_first_name = assessment.client_first_name or ''
+            client_last_name = assessment.client_last_name or ''
+            client_middle_name = assessment.client_middle_name or ''
+            client_health_card = assessment.client_health_card or ''
+            client_health_card_version = assessment.client_health_card_version or ''
+        else:
+            first, last = order._get_client_name_parts()
+            client_first_name = first
+            client_last_name = last
+
+        values = {
+            'sign_request': sign_req,
+            'order': order,
+            'partner': partner,
+            'assessment': assessment,
+            'company': order.company_id,
+            'token': token,
+            'signer_type': sign_req.signer_type,
+            'is_agent': sign_req.signer_type != 'client',
+            'google_maps_api_key': google_maps_api_key,
+            'client_first_name': client_first_name,
+            'client_last_name': client_last_name,
+            'client_middle_name': client_middle_name,
+            'client_health_card': client_health_card,
+            'client_health_card_version': client_health_card_version,
+        }
+        return request.render(
+            'fusion_authorizer_portal.portal_page11_public_sign', values,
+        )
+
+    @http.route('/page11/sign/<string:token>/submit', type='http',
+                auth='public', methods=['POST'], website=True,
+                csrf=True, sitemap=False)
+    def page11_sign_submit(self, token, **post):
+        """Process the submitted Page 11 signature."""
+        sign_req, status = self._get_sign_request(token)
+
+        if status != 'ok':
+            return request.redirect(f'/page11/sign/{token}')
+
+        signature_data = post.get('signature_data', '')
+        if not signature_data:
+            return request.redirect(f'/page11/sign/{token}?error=no_signature')
+
+        if signature_data.startswith('data:image'):
+            signature_data = signature_data.split(',', 1)[1]
+
+        consent_accepted = post.get('consent_declaration', '') == 'on'
+        if not consent_accepted:
+            return request.redirect(f'/page11/sign/{token}?error=no_consent')
+
+        signer_name = post.get('signer_name', sign_req.signer_name or '')
+        chosen_signer_type = post.get('signer_type', sign_req.signer_type or 'client')
+        consent_signed_by = 'applicant' if chosen_signer_type == 'client' else 'agent'
+
+        signer_type_labels = {
+            'spouse': 'Spouse', 'parent': 'Parent',
+            'legal_guardian': 'Legal Guardian',
+            'poa': 'Power of Attorney',
+            'public_trustee': 'Public Trustee',
+        }
+
+        vals = {
+            'signature_data': signature_data,
+            'signer_name': signer_name,
+            'signer_type': chosen_signer_type,
+            'consent_declaration_accepted': True,
+            'consent_signed_by': consent_signed_by,
+            'signed_date': fields.Datetime.now(),
+            'state': 'signed',
+            'client_first_name': post.get('client_first_name', ''),
+            'client_last_name': post.get('client_last_name', ''),
+            'client_health_card': post.get('client_health_card', ''),
+            'client_health_card_version': post.get('client_health_card_version', ''),
+        }
+
+        if consent_signed_by == 'agent':
+            vals.update({
+                'agent_first_name': post.get('agent_first_name', ''),
+                'agent_last_name': post.get('agent_last_name', ''),
+                'agent_middle_initial': post.get('agent_middle_initial', ''),
+                'agent_phone': post.get('agent_phone', ''),
+                'agent_unit': post.get('agent_unit', ''),
+                'agent_street_number': post.get('agent_street_number', ''),
+                'agent_street': post.get('agent_street', ''),
+                'agent_city': post.get('agent_city', ''),
+                'agent_province': post.get('agent_province', 'Ontario'),
+                'agent_postal_code': post.get('agent_postal_code', ''),
+                'signer_relationship': signer_type_labels.get(chosen_signer_type, chosen_signer_type),
+            })
+
+        sign_req.sudo().write(vals)
+
+        try:
+            sign_req.sudo()._generate_signed_pdf()
+        except Exception as e:
+            _logger.error("PDF generation failed for sign request %s: %s", sign_req.id, e)
+
+        try:
+            sign_req.sudo()._update_sale_order()
+        except Exception as e:
+            _logger.error("Sale order update failed for sign request %s: %s", sign_req.id, e)
+
+        return request.render(
+            'fusion_authorizer_portal.portal_page11_sign_success',
+            {'sign_request': sign_req, 'token': token},
+        )
+
+    @http.route('/page11/sign/<string:token>/download', type='http',
+                auth='public', website=True, sitemap=False)
+    def page11_download_pdf(self, token, **kw):
+        """Download the signed Page 11 PDF."""
+        sign_req = request.env['fusion.page11.sign.request'].sudo().search([
+            ('access_token', '=', token),
+            ('state', '=', 'signed'),
+        ], limit=1)
+
+        if not sign_req or not sign_req.signed_pdf:
+            return request.redirect(f'/page11/sign/{token}')
+
+        pdf_content = base64.b64decode(sign_req.signed_pdf)
+        filename = sign_req.signed_pdf_filename or 'Page11_Signed.pdf'
+
+        return request.make_response(
+            pdf_content,
+            headers=[
+                ('Content-Type', 'application/pdf'),
+                ('Content-Disposition', f'attachment; filename="{filename}"'),
+                ('Content-Length', str(len(pdf_content))),
+            ],
+        )

fusion_authorizer_portal/controllers/portal_schedule.py

@@ -0,0 +1,327 @@
+# -*- coding: utf-8 -*-
+
+from odoo import http, _, fields
+from odoo.http import request
+from odoo.addons.portal.controllers.portal import CustomerPortal
+from odoo.exceptions import AccessError, ValidationError
+from datetime import datetime, timedelta
+import json
+import logging
+import pytz
+
+_logger = logging.getLogger(__name__)
+
+
+class PortalSchedule(CustomerPortal):
+    """Portal controller for appointment scheduling and calendar management."""
+
+    def _get_schedule_values(self):
+        """Common values for schedule pages."""
+        ICP = request.env['ir.config_parameter'].sudo()
+        g_start = ICP.get_param('fusion_claims.portal_gradient_start', '#5ba848')
+        g_mid = ICP.get_param('fusion_claims.portal_gradient_mid', '#3a8fb7')
+        g_end = ICP.get_param('fusion_claims.portal_gradient_end', '#2e7aad')
+        gradient = 'linear-gradient(135deg, %s 0%%, %s 60%%, %s 100%%)' % (g_start, g_mid, g_end)
+        google_maps_api_key = ICP.get_param('fusion_claims.google_maps_api_key', '')
+
+        return {
+            'portal_gradient': gradient,
+            'google_maps_api_key': google_maps_api_key,
+        }
+
+    def _get_user_timezone(self):
+        tz_name = request.env.user.tz or 'America/Toronto'
+        try:
+            return pytz.timezone(tz_name)
+        except pytz.exceptions.UnknownTimeZoneError:
+            return pytz.timezone('America/Toronto')
+
+    def _get_appointment_types(self):
+        """Get appointment types available to the current user."""
+        return request.env['appointment.type'].sudo().search([
+            ('staff_user_ids', 'in', [request.env.user.id]),
+        ])
+
+    @http.route(['/my/schedule'], type='http', auth='user', website=True)
+    def schedule_page(self, **kw):
+        """Schedule overview: upcoming appointments and shareable link."""
+        partner = request.env.user.partner_id
+        user = request.env.user
+        now = fields.Datetime.now()
+
+        upcoming_events = request.env['calendar.event'].sudo().search([
+            ('partner_ids', 'in', [partner.id]),
+            ('start', '>=', now),
+        ], order='start asc', limit=20)
+
+        today_events = request.env['calendar.event'].sudo().search([
+            ('partner_ids', 'in', [partner.id]),
+            ('start', '>=', now.replace(hour=0, minute=0, second=0)),
+            ('start', '<', (now + timedelta(days=1)).replace(hour=0, minute=0, second=0)),
+        ], order='start asc')
+
+        invite = request.env['appointment.invite'].sudo().search([
+            ('staff_user_ids', 'in', [user.id]),
+        ], limit=1)
+        share_url = invite.book_url if invite else ''
+
+        appointment_types = self._get_appointment_types()
+        tz = self._get_user_timezone()
+
+        values = self._get_schedule_values()
+        values.update({
+            'page_name': 'schedule',
+            'upcoming_events': upcoming_events,
+            'today_events': today_events,
+            'share_url': share_url,
+            'appointment_types': appointment_types,
+            'user_tz': tz,
+            'now': now,
+        })
+        return request.render('fusion_authorizer_portal.portal_schedule_page', values)
+
+    @http.route(['/my/schedule/book'], type='http', auth='user', website=True)
+    def schedule_book(self, appointment_type_id=None, **kw):
+        """Booking form for a new appointment."""
+        appointment_types = self._get_appointment_types()
+        if not appointment_types:
+            return request.redirect('/my/schedule')
+
+        if appointment_type_id:
+            selected_type = request.env['appointment.type'].sudo().browse(int(appointment_type_id))
+            if not selected_type.exists():
+                selected_type = appointment_types[0]
+        else:
+            selected_type = appointment_types[0]
+
+        values = self._get_schedule_values()
+        values.update({
+            'page_name': 'schedule_book',
+            'appointment_types': appointment_types,
+            'selected_type': selected_type,
+            'now': fields.Datetime.now(),
+            'error': kw.get('error'),
+            'success': kw.get('success'),
+        })
+        return request.render('fusion_authorizer_portal.portal_schedule_book', values)
+
+    @http.route('/my/schedule/available-slots', type='json', auth='user', website=True)
+    def schedule_available_slots(self, appointment_type_id, selected_date=None, **kw):
+        """JSON-RPC endpoint: return available time slots for a date."""
+        appointment_type = request.env['appointment.type'].sudo().browse(int(appointment_type_id))
+        if not appointment_type.exists():
+            return {'error': 'Appointment type not found', 'slots': []}
+
+        user = request.env.user
+        tz_name = user.tz or 'America/Toronto'
+        tz = self._get_user_timezone()
+
+        ref_date = fields.Datetime.now()
+        slot_data = appointment_type._get_appointment_slots(
+            timezone=tz_name,
+            filter_users=request.env['res.users'].sudo().browse(user.id),
+            asked_capacity=1,
+            reference_date=ref_date,
+        )
+
+        filtered_slots = []
+        target_date = None
+        if selected_date:
+            try:
+                target_date = datetime.strptime(selected_date, '%Y-%m-%d').date()
+            except ValueError:
+                return {'error': 'Invalid date format', 'slots': []}
+
+        for month_data in slot_data:
+            for week in month_data.get('weeks', []):
+                for day_info in week:
+                    if not day_info:
+                        continue
+                    day = day_info.get('day')
+                    if target_date and day != target_date:
+                        continue
+                    for slot in day_info.get('slots', []):
+                        slot_dt_str = slot.get('datetime')
+                        if not slot_dt_str:
+                            continue
+                        filtered_slots.append({
+                            'datetime': slot_dt_str,
+                            'start_hour': slot.get('start_hour', ''),
+                            'end_hour': slot.get('end_hour', ''),
+                            'duration': slot.get('slot_duration', str(appointment_type.appointment_duration)),
+                            'staff_user_id': slot.get('staff_user_id', user.id),
+                        })
+
+        available_dates = []
+        if not target_date:
+            seen = set()
+            for month_data in slot_data:
+                for week in month_data.get('weeks', []):
+                    for day_info in week:
+                        if not day_info:
+                            continue
+                        day = day_info.get('day')
+                        if day and day_info.get('slots') and str(day) not in seen:
+                            seen.add(str(day))
+                            available_dates.append(str(day))
+
+        return {
+            'slots': filtered_slots,
+            'available_dates': sorted(available_dates),
+            'duration': appointment_type.appointment_duration,
+            'timezone': tz_name,
+        }
+
+    @http.route('/my/schedule/week-events', type='json', auth='user', website=True)
+    def schedule_week_events(self, selected_date, **kw):
+        """Return the user's calendar events for the Mon-Sun week containing selected_date."""
+        try:
+            target = datetime.strptime(selected_date, '%Y-%m-%d').date()
+        except (ValueError, TypeError):
+            return {'error': 'Invalid date format', 'events': [], 'week_days': []}
+
+        monday = target - timedelta(days=target.weekday())
+        sunday = monday + timedelta(days=6)
+
+        partner = request.env.user.partner_id
+        tz = self._get_user_timezone()
+
+        monday_start_local = tz.localize(datetime.combine(monday, datetime.min.time()))
+        sunday_end_local = tz.localize(datetime.combine(sunday, datetime.max.time()))
+        monday_start_utc = monday_start_local.astimezone(pytz.utc).replace(tzinfo=None)
+        sunday_end_utc = sunday_end_local.astimezone(pytz.utc).replace(tzinfo=None)
+
+        events = request.env['calendar.event'].sudo().search([
+            ('partner_ids', 'in', [partner.id]),
+            ('start', '>=', monday_start_utc),
+            ('start', '<=', sunday_end_utc),
+        ], order='start asc')
+
+        event_list = []
+        for ev in events:
+            start_utc = ev.start
+            stop_utc = ev.stop
+            start_local = pytz.utc.localize(start_utc).astimezone(tz)
+            stop_local = pytz.utc.localize(stop_utc).astimezone(tz)
+            event_list.append({
+                'name': ev.name or '',
+                'start': start_local.strftime('%Y-%m-%d %H:%M'),
+                'end': stop_local.strftime('%Y-%m-%d %H:%M'),
+                'start_time': start_local.strftime('%I:%M %p'),
+                'end_time': stop_local.strftime('%I:%M %p'),
+                'day_of_week': start_local.weekday(),
+                'date': start_local.strftime('%Y-%m-%d'),
+                'location': ev.location or '',
+                'duration': ev.duration,
+            })
+
+        day_labels = ['Mon', 'Tue', 'Wed', 'Thu', 'Fri', 'Sat', 'Sun']
+        week_days = []
+        for i in range(7):
+            day = monday + timedelta(days=i)
+            week_days.append({
+                'label': day_labels[i],
+                'date': day.strftime('%Y-%m-%d'),
+                'day_num': day.day,
+                'is_selected': day == target,
+            })
+
+        return {
+            'events': event_list,
+            'week_days': week_days,
+            'selected_date': selected_date,
+        }
+
+    @http.route('/my/schedule/book/submit', type='http', auth='user', website=True, methods=['POST'])
+    def schedule_book_submit(self, **post):
+        """Process the booking form submission."""
+        appointment_type_id = int(post.get('appointment_type_id', 0))
+        appointment_type = request.env['appointment.type'].sudo().browse(appointment_type_id)
+        if not appointment_type.exists():
+            return request.redirect('/my/schedule/book?error=Invalid+appointment+type')
+
+        client_name = (post.get('client_name') or '').strip()
+        client_street = (post.get('client_street') or '').strip()
+        client_city = (post.get('client_city') or '').strip()
+        client_province = (post.get('client_province') or '').strip()
+        client_postal = (post.get('client_postal') or '').strip()
+        notes = (post.get('notes') or '').strip()
+        slot_datetime = (post.get('slot_datetime') or '').strip()
+        slot_duration = post.get('slot_duration', str(appointment_type.appointment_duration))
+
+        if not client_name or not slot_datetime:
+            return request.redirect('/my/schedule/book?error=Client+name+and+time+slot+are+required')
+
+        user = request.env.user
+        tz = self._get_user_timezone()
+
+        try:
+            start_dt_naive = datetime.strptime(slot_datetime, '%Y-%m-%d %H:%M:%S')
+            start_dt_local = tz.localize(start_dt_naive)
+            start_dt_utc = start_dt_local.astimezone(pytz.utc).replace(tzinfo=None)
+        except (ValueError, Exception) as e:
+            _logger.error("Failed to parse slot datetime %s: %s", slot_datetime, e)
+            return request.redirect('/my/schedule/book?error=Invalid+time+slot')
+
+        duration = float(slot_duration)
+        stop_dt_utc = start_dt_utc + timedelta(hours=duration)
+
+        is_valid = appointment_type._check_appointment_is_valid_slot(
+            staff_user=user,
+            resources=request.env['appointment.resource'],
+            asked_capacity=1,
+            timezone=str(tz),
+            start_dt=start_dt_utc,
+            duration=duration,
+            allday=False,
+        )
+        if not is_valid:
+            return request.redirect('/my/schedule/book?error=This+slot+is+no+longer+available.+Please+choose+another+time.')
+
+        address_parts = [p for p in [client_street, client_city, client_province, client_postal] if p]
+        location = ', '.join(address_parts)
+
+        description_lines = []
+        if client_name:
+            description_lines.append(f"Client: {client_name}")
+        if location:
+            description_lines.append(f"Address: {location}")
+        if notes:
+            description_lines.append(f"Notes: {notes}")
+        description = '\n'.join(description_lines)
+
+        event_name = f"{client_name} - {appointment_type.name}"
+
+        booking_line_values = [{
+            'appointment_user_id': user.id,
+            'capacity_reserved': 1,
+            'capacity_used': 1,
+        }]
+
+        try:
+            event_vals = appointment_type._prepare_calendar_event_values(
+                asked_capacity=1,
+                booking_line_values=booking_line_values,
+                description=description,
+                duration=duration,
+                allday=False,
+                appointment_invite=request.env['appointment.invite'],
+                guests=request.env['res.partner'],
+                name=event_name,
+                customer=user.partner_id,
+                staff_user=user,
+                start=start_dt_utc,
+                stop=stop_dt_utc,
+            )
+            event_vals['location'] = location
+            event = request.env['calendar.event'].sudo().create(event_vals)
+
+            _logger.info(
+                "Appointment booked: %s at %s (event ID: %s)",
+                event_name, start_dt_utc, event.id,
+            )
+        except Exception as e:
+            _logger.error("Failed to create appointment: %s", e)
+            return request.redirect('/my/schedule/book?error=Failed+to+create+appointment.+Please+try+again.')
+
+        return request.redirect('/my/schedule?success=Appointment+booked+successfully')

fusion_authorizer_portal/data/appointment_invite_data.xml

@@ -0,0 +1,13 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo noupdate="1">
+
+    <!-- Auto-create a shareable booking link for staff members.
+         URL: /book/book-appointment
+         Filtered to appointment type "Assessment" and staff users configured on that type. -->
+
+    <record id="default_appointment_invite" model="appointment.invite">
+        <field name="short_code">book-appointment</field>
+        <field name="appointment_type_ids" eval="[(6, 0, [])]"/>
+    </record>
+
+</odoo>

fusion_authorizer_portal/migrations/19.0.2.3.0/end-migrate.py

@@ -0,0 +1,36 @@
+# -*- coding: utf-8 -*-
+"""Reactivate any views that Odoo silently deactivated.
+
+Odoo deactivates inherited views when xpath validation fails (e.g. parent
+view structure changed between versions).  Once deactivated, subsequent
+``-u`` runs never reactivate them.  This end-migration script catches
+that scenario on every version bump.
+"""
+import logging
+
+_logger = logging.getLogger(__name__)
+
+MODULE = 'fusion_authorizer_portal'
+
+
+def migrate(cr, version):
+    if not version:
+        return
+
+    cr.execute("""
+        UPDATE ir_ui_view v
+        SET active = true
+        FROM ir_model_data d
+        WHERE d.res_id = v.id
+          AND d.model  = 'ir.ui.view'
+          AND d.module = %s
+          AND v.active = false
+        RETURNING v.id, v.name, v.key
+    """, [MODULE])
+
+    rows = cr.fetchall()
+    if rows:
+        _logger.warning(
+            "Reactivated %d deactivated views for %s: %s",
+            len(rows), MODULE, [r[2] or r[1] for r in rows],
+        )

fusion_authorizer_portal/migrations/19.0.2.4.0/end-migrate.py

@@ -0,0 +1,36 @@
+# -*- coding: utf-8 -*-
+"""Reactivate any views that Odoo silently deactivated.
+
+Odoo deactivates inherited views when xpath validation fails (e.g. parent
+view structure changed between versions).  Once deactivated, subsequent
+``-u`` runs never reactivate them.  This end-migration script catches
+that scenario on every version bump.
+"""
+import logging
+
+_logger = logging.getLogger(__name__)
+
+MODULE = 'fusion_authorizer_portal'
+
+
+def migrate(cr, version):
+    if not version:
+        return
+
+    cr.execute("""
+        UPDATE ir_ui_view v
+        SET active = true
+        FROM ir_model_data d
+        WHERE d.res_id = v.id
+          AND d.model  = 'ir.ui.view'
+          AND d.module = %s
+          AND v.active = false
+        RETURNING v.id, v.name, v.key
+    """, [MODULE])
+
+    rows = cr.fetchall()
+    if rows:
+        _logger.warning(
+            "Reactivated %d deactivated views for %s: %s",
+            len(rows), MODULE, [r[2] or r[1] for r in rows],
+        )

fusion_authorizer_portal/migrations/19.0.2.5.0/end-migrate.py

@@ -0,0 +1,36 @@
+# -*- coding: utf-8 -*-
+"""Reactivate any views that Odoo silently deactivated.
+
+Odoo deactivates inherited views when xpath validation fails (e.g. parent
+view structure changed between versions).  Once deactivated, subsequent
+``-u`` runs never reactivate them.  This end-migration script catches
+that scenario on every version bump.
+"""
+import logging
+
+_logger = logging.getLogger(__name__)
+
+MODULE = 'fusion_authorizer_portal'
+
+
+def migrate(cr, version):
+    if not version:
+        return
+
+    cr.execute("""
+        UPDATE ir_ui_view v
+        SET active = true
+        FROM ir_model_data d
+        WHERE d.res_id = v.id
+          AND d.model  = 'ir.ui.view'
+          AND d.module = %s
+          AND v.active = false
+        RETURNING v.id, v.name, v.key
+    """, [MODULE])
+
+    rows = cr.fetchall()
+    if rows:
+        _logger.warning(
+            "Reactivated %d deactivated views for %s: %s",
+            len(rows), MODULE, [r[2] or r[1] for r in rows],
+        )

fusion_authorizer_portal/models/assessment.py

@@ -499,6 +499,7 @@ class FusionAssessment(models.Model):
             'res_model': 'sale.order',
             'res_id': sale_order.id,
             'view_mode': 'form',
+            'views': [(False, 'form')],
             'target': 'current',
         }
 
@@ -1482,6 +1483,7 @@ class FusionAssessment(models.Model):
             'name': _('Documents'),
             'res_model': 'fusion.adp.document',
             'view_mode': 'list,form',
+            'views': [(False, 'list'), (False, 'form')],
             'domain': [('assessment_id', '=', self.id)],
             'context': {'default_assessment_id': self.id},
         }
@@ -1497,6 +1499,7 @@ class FusionAssessment(models.Model):
             'res_model': 'sale.order',
             'res_id': self.sale_order_id.id,
             'view_mode': 'form',
+            'views': [(False, 'form')],
             'target': 'current',
         }
 

fusion_authorizer_portal/models/loaner_checkout.py

@@ -23,5 +23,6 @@ class FusionLoanerCheckoutAssessment(models.Model):
             'type': 'ir.actions.act_window',
             'res_model': 'fusion.assessment',
             'view_mode': 'form',
+            'views': [(False, 'form')],
             'res_id': self.assessment_id.id,
         }

fusion_authorizer_portal/models/res_partner.py

@@ -160,7 +160,7 @@ class ResPartner(models.Model):
 
         if self.is_technician_portal:
             # Add Field Technician group
-            g = self.env.ref('fusion_claims.group_field_technician', raise_if_not_found=False)
+            g = self.env.ref('fusion_tasks.group_field_technician', raise_if_not_found=False)
             if g and g not in internal_user.group_ids:
                 internal_user.sudo().write({'group_ids': [(4, g.id)]})
                 added.append('Field Technician')
@@ -596,6 +596,7 @@ class ResPartner(models.Model):
             'name': _('Assigned Cases'),
             'res_model': 'sale.order',
             'view_mode': 'list,form',
+            'views': [(False, 'list'), (False, 'form')],
             'domain': [('x_fc_authorizer_id', '=', self.id)],
             'context': {'default_x_fc_authorizer_id': self.id},
         }
@@ -614,6 +615,7 @@ class ResPartner(models.Model):
             'name': _('Assessments'),
             'res_model': 'fusion.assessment',
             'view_mode': 'list,form',
+            'views': [(False, 'list'), (False, 'form')],
             'domain': domain,
         }
 
@@ -697,6 +699,7 @@ class ResPartner(models.Model):
             'name': _('Assigned Deliveries'),
             'res_model': 'sale.order',
             'view_mode': 'list,form',
+            'views': [(False, 'list'), (False, 'form')],
             'domain': [('x_fc_delivery_technician_ids', 'in', [self.authorizer_portal_user_id.id])],
         }
 

fusion_authorizer_portal/models/sale_order.py

@@ -101,6 +101,7 @@ class SaleOrder(models.Model):
             'name': 'Message Authorizer',
             'res_model': 'mail.compose.message',
             'view_mode': 'form',
+            'views': [(False, 'form')],
             'target': 'new',
             'context': {
                 'default_model': 'sale.order',
@@ -137,6 +138,7 @@ class SaleOrder(models.Model):
             'name': _('Portal Comments'),
             'res_model': 'fusion.authorizer.comment',
             'view_mode': 'list,form',
+            'views': [(False, 'list'), (False, 'form')],
             'domain': [('sale_order_id', '=', self.id)],
             'context': {'default_sale_order_id': self.id},
         }
@@ -149,6 +151,7 @@ class SaleOrder(models.Model):
             'name': _('Portal Documents'),
             'res_model': 'fusion.adp.document',
             'view_mode': 'list,form',
+            'views': [(False, 'list'), (False, 'form')],
             'domain': [('sale_order_id', '=', self.id)],
             'context': {'default_sale_order_id': self.id},
         }

fusion_authorizer_portal/static/src/css/technician_portal.css

@@ -14,16 +14,12 @@
 .tech-stats-bar {
     display: flex;
     gap: 0.5rem;
-    overflow-x: auto;
-    padding-bottom: 0.5rem;
-    scrollbar-width: none;
 }
-.tech-stats-bar::-webkit-scrollbar { display: none; }
 
 .tech-stat-card {
-    flex: 0 0 auto;
-    min-width: 100px;
-    padding: 0.75rem 1rem;
+    flex: 1 1 0;
+    min-width: 0;
+    padding: 0.75rem 0.5rem;
     border-radius: 12px;
     text-align: center;
     color: #fff;
@@ -42,7 +38,145 @@
 .tech-stat-total { background: linear-gradient(135deg, #5ba848, #3a8fb7); }
 .tech-stat-remaining { background: linear-gradient(135deg, #3498db, #2980b9); }
 .tech-stat-completed { background: linear-gradient(135deg, #27ae60, #219a52); }
-.tech-stat-travel { background: linear-gradient(135deg, #8e44ad, #7d3c98); }
+
+/* ---- Clock In/Out Card ---- */
+.tech-clock-card {
+    background: var(--o-main-card-bg, #fff);
+    border: 1px solid var(--o-main-border-color, #e9ecef);
+    border-radius: 14px;
+    padding: 0.875rem 1rem;
+}
+.tech-clock-dot {
+    width: 10px;
+    height: 10px;
+    border-radius: 50%;
+    background: #adb5bd;
+    flex-shrink: 0;
+}
+.tech-clock-dot--active {
+    background: #10b981;
+    box-shadow: 0 0 6px rgba(16, 185, 129, 0.5);
+    animation: tech-clock-pulse 2s ease-in-out infinite;
+}
+@keyframes tech-clock-pulse {
+    0%, 100% { box-shadow: 0 0 6px rgba(16, 185, 129, 0.5); }
+    50% { box-shadow: 0 0 12px rgba(16, 185, 129, 0.8); }
+}
+.tech-clock-status {
+    font-size: 0.85rem;
+    font-weight: 600;
+    color: var(--o-main-text-color, #212529);
+    line-height: 1.2;
+}
+.tech-clock-timer {
+    font-size: 0.75rem;
+    font-weight: 600;
+    font-variant-numeric: tabular-nums;
+    color: #6c757d;
+}
+.tech-clock-btn {
+    display: inline-flex;
+    align-items: center;
+    gap: 0.4rem;
+    padding: 0.5rem 1rem;
+    border-radius: 10px;
+    border: none;
+    font-weight: 600;
+    font-size: 0.85rem;
+    cursor: pointer;
+    transition: all 0.15s;
+    white-space: nowrap;
+}
+.tech-clock-btn:active { transform: scale(0.96); }
+.tech-clock-btn--in {
+    background: #10b981;
+    color: #fff;
+}
+.tech-clock-btn--in:hover { background: #059669; }
+.tech-clock-btn--out {
+    background: #ef4444;
+    color: #fff;
+}
+.tech-clock-btn--out:hover { background: #dc2626; }
+.tech-clock-btn:disabled {
+    opacity: 0.6;
+    cursor: not-allowed;
+}
+.tech-clock-error {
+    display: flex;
+    align-items: center;
+    gap: 0.4rem;
+    margin-top: 0.5rem;
+    padding: 0.4rem 0.75rem;
+    border-radius: 8px;
+    background: #fef2f2;
+    color: #dc2626;
+    font-size: 0.8rem;
+    font-weight: 500;
+}
+
+/* ---- Quick Links (All Tasks / Tomorrow / Repair Form) ---- */
+.tech-quick-links {
+    display: flex;
+    gap: 0.5rem;
+}
+
+.tech-quick-link {
+    flex: 1 1 0;
+    min-width: 0;
+    display: flex;
+    flex-direction: column;
+    align-items: center;
+    justify-content: center;
+    gap: 0.35rem;
+    padding: 0.875rem 0.5rem;
+    border-radius: 12px;
+    border: 1.5px solid;
+    text-decoration: none !important;
+    font-weight: 600;
+    font-size: 0.8rem;
+    transition: all 0.15s;
+    position: relative;
+}
+.tech-quick-link:active { transform: scale(0.97); }
+.tech-quick-link i { font-size: 1.1rem; }
+
+.tech-quick-link-primary {
+    border-color: #3498db;
+    color: #3498db !important;
+    background: rgba(52, 152, 219, 0.04);
+}
+.tech-quick-link-primary:hover { background: rgba(52, 152, 219, 0.1); }
+
+.tech-quick-link-secondary {
+    border-color: #6c757d;
+    color: #6c757d !important;
+    background: rgba(108, 117, 125, 0.04);
+}
+.tech-quick-link-secondary:hover { background: rgba(108, 117, 125, 0.1); }
+
+.tech-quick-link-warning {
+    border-color: #e67e22;
+    color: #e67e22 !important;
+    background: rgba(230, 126, 34, 0.04);
+}
+.tech-quick-link-warning:hover { background: rgba(230, 126, 34, 0.1); }
+
+.tech-quick-link-badge {
+    position: absolute;
+    top: -6px;
+    right: -6px;
+    background: #3498db;
+    color: #fff;
+    font-size: 0.65rem;
+    font-weight: 700;
+    min-width: 18px;
+    height: 18px;
+    line-height: 18px;
+    text-align: center;
+    border-radius: 9px;
+    padding: 0 4px;
+}
 
 /* ---- Hero Card (Dashboard Current Task) ---- */
 .tech-hero-card {
@@ -475,12 +609,18 @@
         gap: 1rem;
     }
     .tech-stat-card {
-        min-width: 130px;
         padding: 1rem 1.5rem;
     }
     .tech-stat-card .stat-number {
         font-size: 2rem;
     }
+    .tech-quick-links {
+        gap: 1rem;
+    }
+    .tech-quick-link {
+        padding: 1rem 0.75rem;
+        font-size: 0.85rem;
+    }
     .tech-bottom-bar {
         position: static;
         box-shadow: none;

fusion_authorizer_portal/static/src/js/chatter_message_authorizer.js

@@ -28,6 +28,9 @@ patch(Chatter.prototype, {
                 [thread.id],
             );
             if (result && result.type === "ir.actions.act_window") {
+                if (!result.views && result.view_mode) {
+                    result.views = result.view_mode.split(",").map(v => [false, v.trim()]);
+                }
                 this._fapActionService.doAction(result);
             }
         } catch (e) {

fusion_authorizer_portal/static/src/js/portal_schedule_booking.js

@@ -0,0 +1,343 @@
+(function () {
+    'use strict';
+
+    var dateInput = document.getElementById('bookingDate');
+    var slotsContainer = document.getElementById('slotsContainer');
+    var slotsGrid = document.getElementById('slotsGrid');
+    var slotsLoading = document.getElementById('slotsLoading');
+    var noSlots = document.getElementById('noSlots');
+    var slotDatetimeInput = document.getElementById('slotDatetime');
+    var slotDurationInput = document.getElementById('slotDuration');
+    var submitBtn = document.getElementById('btnSubmitBooking');
+    var typeSelect = document.getElementById('appointmentTypeSelect');
+    var selectedSlotBtn = null;
+
+    var weekContainer = document.getElementById('weekCalendarContainer');
+    var weekLoading = document.getElementById('weekCalendarLoading');
+    var weekGrid = document.getElementById('weekCalendarGrid');
+    var weekHeader = document.getElementById('weekCalendarHeader');
+    var weekBody = document.getElementById('weekCalendarBody');
+    var weekEmpty = document.getElementById('weekCalendarEmpty');
+
+    function getAppointmentTypeId() {
+        if (typeSelect) return typeSelect.value;
+        var hidden = document.querySelector('input[name="appointment_type_id"]');
+        return hidden ? hidden.value : null;
+    }
+
+    function escapeHtml(str) {
+        var div = document.createElement('div');
+        div.textContent = str;
+        return div.innerHTML;
+    }
+
+    function truncate(str, max) {
+        if (!str) return '';
+        return str.length > max ? str.substring(0, max) + '...' : str;
+    }
+
+    function fetchWeekEvents(date) {
+        if (!weekContainer || !date) return;
+
+        weekContainer.style.display = 'block';
+        weekLoading.style.display = 'block';
+        weekGrid.style.display = 'none';
+        weekEmpty.style.display = 'none';
+
+        fetch('/my/schedule/week-events', {
+            method: 'POST',
+            headers: { 'Content-Type': 'application/json' },
+            body: JSON.stringify({
+                jsonrpc: '2.0',
+                method: 'call',
+                params: { selected_date: date },
+            }),
+        })
+        .then(function (resp) { return resp.json(); })
+        .then(function (data) {
+            weekLoading.style.display = 'none';
+            var result = data.result || {};
+            var events = result.events || [];
+            var weekDays = result.week_days || [];
+
+            if (result.error || !weekDays.length) {
+                weekEmpty.style.display = 'block';
+                return;
+            }
+
+            renderWeekCalendar(weekDays, events, date);
+        })
+        .catch(function () {
+            weekLoading.style.display = 'none';
+            weekEmpty.textContent = 'Failed to load calendar. Please try again.';
+            weekEmpty.style.display = 'block';
+        });
+    }
+
+    function renderWeekCalendar(weekDays, events, selectedDate) {
+        weekHeader.innerHTML = '';
+        weekBody.innerHTML = '';
+
+        var eventsByDate = {};
+        events.forEach(function (ev) {
+            if (!eventsByDate[ev.date]) eventsByDate[ev.date] = [];
+            eventsByDate[ev.date].push(ev);
+        });
+
+        var hasAnyEvents = events.length > 0;
+
+        weekDays.forEach(function (day) {
+            var isSelected = day.date === selectedDate;
+            var isWeekend = day.label === 'Sat' || day.label === 'Sun';
+            var dayEvents = eventsByDate[day.date] || [];
+
+            var headerCell = document.createElement('div');
+            headerCell.className = 'text-center py-2 flex-fill';
+            headerCell.style.cssText = 'min-width: 0; font-size: 12px; border-right: 1px solid #dee2e6;';
+            if (isSelected) {
+                headerCell.style.backgroundColor = '#e8f4fd';
+            }
+            if (isWeekend) {
+                headerCell.style.opacity = '0.6';
+            }
+
+            var labelEl = document.createElement('div');
+            labelEl.className = 'fw-semibold text-muted';
+            labelEl.textContent = day.label;
+
+            var numEl = document.createElement('div');
+            numEl.className = isSelected ? 'fw-bold text-primary' : 'fw-semibold';
+            numEl.style.fontSize = '14px';
+            numEl.textContent = day.day_num;
+
+            headerCell.appendChild(labelEl);
+            headerCell.appendChild(numEl);
+            weekHeader.appendChild(headerCell);
+
+            var bodyCell = document.createElement('div');
+            bodyCell.className = 'flex-fill p-1';
+            bodyCell.style.cssText = 'min-width: 0; min-height: 70px; border-right: 1px solid #dee2e6; overflow: hidden;';
+            if (isSelected) {
+                bodyCell.style.backgroundColor = '#f0f8ff';
+            }
+
+            if (dayEvents.length) {
+                dayEvents.forEach(function (ev) {
+                    var card = document.createElement('div');
+                    card.className = 'mb-1 px-1 py-1 rounded';
+                    card.style.cssText = 'font-size: 11px; background: #eef6ff; border-left: 3px solid #3a8fb7; overflow: hidden; cursor: default;';
+                    card.title = ev.start_time + ' - ' + ev.end_time + '\n' + ev.name + (ev.location ? '\n' + ev.location : '');
+
+                    var timeEl = document.createElement('div');
+                    timeEl.className = 'fw-semibold text-primary';
+                    timeEl.style.fontSize = '10px';
+                    timeEl.textContent = ev.start_time;
+
+                    var nameEl = document.createElement('div');
+                    nameEl.className = 'text-truncate';
+                    nameEl.style.fontSize = '10px';
+                    nameEl.textContent = truncate(ev.name, 18);
+
+                    card.appendChild(timeEl);
+                    card.appendChild(nameEl);
+                    bodyCell.appendChild(card);
+                });
+            }
+
+            weekBody.appendChild(bodyCell);
+        });
+
+        if (hasAnyEvents) {
+            weekGrid.style.display = 'block';
+            weekEmpty.style.display = 'none';
+        } else {
+            weekGrid.style.display = 'none';
+            weekEmpty.style.display = 'block';
+        }
+    }
+
+    function fetchSlots(date) {
+        var typeId = getAppointmentTypeId();
+        if (!typeId || !date) return;
+
+        slotsContainer.style.display = 'block';
+        slotsLoading.style.display = 'block';
+        slotsGrid.innerHTML = '';
+        noSlots.style.display = 'none';
+        slotDatetimeInput.value = '';
+        if (submitBtn) submitBtn.disabled = true;
+        selectedSlotBtn = null;
+
+        fetch('/my/schedule/available-slots', {
+            method: 'POST',
+            headers: {
+                'Content-Type': 'application/json',
+            },
+            body: JSON.stringify({
+                jsonrpc: '2.0',
+                method: 'call',
+                params: {
+                    appointment_type_id: parseInt(typeId),
+                    selected_date: date,
+                },
+            }),
+        })
+        .then(function (resp) { return resp.json(); })
+        .then(function (data) {
+            slotsLoading.style.display = 'none';
+            var result = data.result || {};
+            var slots = result.slots || [];
+
+            if (result.error) {
+                noSlots.textContent = result.error;
+                noSlots.style.display = 'block';
+                return;
+            }
+
+            if (!slots.length) {
+                noSlots.style.display = 'block';
+                return;
+            }
+
+            var morningSlots = [];
+            var afternoonSlots = [];
+            slots.forEach(function (slot) {
+                var hour = parseInt(slot.start_hour);
+                if (isNaN(hour)) {
+                    var match = slot.start_hour.match(/(\d+)/);
+                    hour = match ? parseInt(match[1]) : 0;
+                    if (slot.start_hour.toLowerCase().indexOf('pm') > -1 && hour !== 12) hour += 12;
+                    if (slot.start_hour.toLowerCase().indexOf('am') > -1 && hour === 12) hour = 0;
+                }
+                if (hour < 12) {
+                    morningSlots.push(slot);
+                } else {
+                    afternoonSlots.push(slot);
+                }
+            });
+
+            function renderGroup(label, icon, groupSlots) {
+                if (!groupSlots.length) return;
+                var header = document.createElement('div');
+                header.className = 'w-100 mt-2 mb-1';
+                header.innerHTML = '<small class="text-muted fw-semibold"><i class="fa ' + icon + ' me-1"></i>' + label + '</small>';
+                slotsGrid.appendChild(header);
+
+                groupSlots.forEach(function (slot) {
+                    var btn = document.createElement('button');
+                    btn.type = 'button';
+                    btn.className = 'btn btn-outline-primary btn-sm slot-btn';
+                    btn.style.cssText = 'min-width: 100px; border-radius: 8px; padding: 8px 14px;';
+                    btn.textContent = slot.start_hour;
+                    btn.dataset.datetime = slot.datetime;
+                    btn.dataset.duration = slot.duration;
+                    btn.addEventListener('click', function () {
+                        if (selectedSlotBtn) {
+                            selectedSlotBtn.classList.remove('btn-primary');
+                            selectedSlotBtn.classList.add('btn-outline-primary');
+                        }
+                        btn.classList.remove('btn-outline-primary');
+                        btn.classList.add('btn-primary');
+                        selectedSlotBtn = btn;
+                        slotDatetimeInput.value = slot.datetime;
+                        slotDurationInput.value = slot.duration;
+                        if (submitBtn) submitBtn.disabled = false;
+                    });
+                    slotsGrid.appendChild(btn);
+                });
+            }
+
+            renderGroup('Morning', 'fa-sun-o', morningSlots);
+            renderGroup('Afternoon', 'fa-cloud', afternoonSlots);
+        })
+        .catch(function (err) {
+            slotsLoading.style.display = 'none';
+            noSlots.textContent = 'Failed to load slots. Please try again.';
+            noSlots.style.display = 'block';
+        });
+    }
+
+    if (dateInput) {
+        dateInput.addEventListener('change', function () {
+            var val = this.value;
+            fetchWeekEvents(val);
+            fetchSlots(val);
+        });
+    }
+
+    if (typeSelect) {
+        typeSelect.addEventListener('change', function () {
+            if (dateInput && dateInput.value) {
+                fetchSlots(dateInput.value);
+            }
+        });
+    }
+
+    var bookingForm = document.getElementById('bookingForm');
+    if (bookingForm) {
+        bookingForm.addEventListener('submit', function (e) {
+            if (!slotDatetimeInput || !slotDatetimeInput.value) {
+                e.preventDefault();
+                alert('Please select a time slot before booking.');
+                return false;
+            }
+            var clientName = bookingForm.querySelector('input[name="client_name"]');
+            if (!clientName || !clientName.value.trim()) {
+                e.preventDefault();
+                alert('Please enter the client name.');
+                return false;
+            }
+            if (submitBtn) {
+                submitBtn.disabled = true;
+                submitBtn.innerHTML = '<i class="fa fa-spinner fa-spin me-1"></i> Booking...';
+            }
+        });
+    }
+
+    window.initScheduleAddressAutocomplete = function () {
+        var streetInput = document.getElementById('clientStreet');
+        if (!streetInput) return;
+
+        var autocomplete = new google.maps.places.Autocomplete(streetInput, {
+            componentRestrictions: { country: 'ca' },
+            types: ['address'],
+        });
+
+        autocomplete.addListener('place_changed', function () {
+            var place = autocomplete.getPlace();
+            if (!place.address_components) return;
+
+            var streetNumber = '';
+            var streetName = '';
+            var city = '';
+            var province = '';
+            var postalCode = '';
+
+            for (var i = 0; i < place.address_components.length; i++) {
+                var component = place.address_components[i];
+                var types = component.types;
+
+                if (types.indexOf('street_number') > -1) {
+                    streetNumber = component.long_name;
+                } else if (types.indexOf('route') > -1) {
+                    streetName = component.long_name;
+                } else if (types.indexOf('locality') > -1) {
+                    city = component.long_name;
+                } else if (types.indexOf('administrative_area_level_1') > -1) {
+                    province = component.long_name;
+                } else if (types.indexOf('postal_code') > -1) {
+                    postalCode = component.long_name;
+                }
+            }
+
+            streetInput.value = (streetNumber + ' ' + streetName).trim();
+            var cityInput = document.getElementById('clientCity');
+            if (cityInput) cityInput.value = city;
+            var provInput = document.getElementById('clientProvince');
+            if (provInput) provInput.value = province;
+            var postalInput = document.getElementById('clientPostal');
+            if (postalInput) postalInput.value = postalCode;
+        });
+    };
+
+})();

fusion_authorizer_portal/static/src/js/technician_location.js

@@ -1,94 +1,234 @@
 /**
- * Technician Location Logger
- * Logs GPS location every 5 minutes during working hours (9 AM - 6 PM)
- * Only logs while the browser tab is visible.
+ * Technician Location Services
+ *
+ * 1. Background logger -- logs GPS every 5 minutes while the tech is clocked in.
+ * 2. getLocation() -- returns a Promise that resolves to {latitude, longitude, accuracy}.
+ *    If the user denies permission or the request times out a blocking modal is shown
+ *    and the promise is rejected.
+ * 3. Blocking modal -- cannot be dismissed; forces the technician to grant permission.
  */
 (function () {
     'use strict';
 
-    var INTERVAL_MS = 5 * 60 * 1000; // 5 minutes
-    var STORE_OPEN_HOUR = 9;
-    var STORE_CLOSE_HOUR = 18;
+    var INTERVAL_MS = 5 * 60 * 1000;
+    var CLOCK_CHECK_MS = 60 * 1000; // check clock status every 60s
     var locationTimer = null;
+    var clockCheckTimer = null;
+    var isClockedIn = false;
+    var permissionDenied = false;
 
-    function isWorkingHours() {
-        var now = new Date();
-        var hour = now.getHours();
-        return hour >= STORE_OPEN_HOUR && hour < STORE_CLOSE_HOUR;
+    // =====================================================================
+    // BLOCKING MODAL
+    // =====================================================================
+
+    var modalEl = null;
+
+    function ensureModal() {
+        if (modalEl) return;
+        var div = document.createElement('div');
+        div.id = 'fusionLocationModal';
+        div.innerHTML =
+            '<div style="position:fixed;inset:0;background:rgba(0,0,0,.7);z-index:99999;display:flex;align-items:center;justify-content:center;">' +
+                '<div style="background:#fff;border-radius:16px;max-width:400px;width:90%;padding:2rem;text-align:center;box-shadow:0 8px 32px rgba(0,0,0,.3);">' +
+                    '<div style="font-size:3rem;color:#dc3545;margin-bottom:1rem;"><i class="fa fa-map-marker"></i></div>' +
+                    '<h4 style="margin-bottom:0.5rem;">Location Required</h4>' +
+                    '<p style="color:#666;font-size:0.95rem;">Your GPS location is mandatory to perform this action. ' +
+                    'Please allow location access in your browser settings and try again.</p>' +
+                    '<p style="color:#999;font-size:0.85rem;">If you previously denied access, open your browser settings ' +
+                    'and reset the location permission for this site.</p>' +
+                    '<button id="fusionLocationRetryBtn" style="background:#0d6efd;color:#fff;border:none;border-radius:12px;padding:0.75rem 2rem;font-size:1rem;cursor:pointer;margin-top:0.5rem;width:100%;">' +
+                        '<i class="fa fa-refresh" style="margin-right:6px;"></i>Try Again' +
+                    '</button>' +
+                '</div>' +
+            '</div>';
+        document.body.appendChild(div);
+        modalEl = div;
+        document.getElementById('fusionLocationRetryBtn').addEventListener('click', function () {
+            hideModal();
+            window.fusionGetLocation().catch(function () {
+                showModal();
+            });
+        });
     }
 
-    function isTechnicianPortal() {
-        // Check if we're on a technician portal page
-        return window.location.pathname.indexOf('/my/technician') !== -1;
+    function showModal() {
+        ensureModal();
+        modalEl.style.display = '';
     }
 
-    function logLocation() {
-        if (!isWorkingHours()) {
-            return;
-        }
-        if (document.hidden) {
-            return;
-        }
-        if (!navigator.geolocation) {
-            return;
-        }
+    function hideModal() {
+        if (modalEl) modalEl.style.display = 'none';
+    }
 
-        navigator.geolocation.getCurrentPosition(
-            function (position) {
-                var data = {
-                    jsonrpc: '2.0',
-                    method: 'call',
-                    params: {
+    // =====================================================================
+    // PERMISSION-DENIED BANNER (persistent warning for background logger)
+    // =====================================================================
+
+    var bannerEl = null;
+
+    function showDeniedBanner() {
+        if (bannerEl) return;
+        bannerEl = document.createElement('div');
+        bannerEl.id = 'fusionLocationBanner';
+        bannerEl.style.cssText =
+            'position:fixed;top:0;left:0;right:0;z-index:9999;background:#dc3545;color:#fff;' +
+            'padding:10px 16px;text-align:center;font-size:0.9rem;font-weight:600;box-shadow:0 2px 8px rgba(0,0,0,.2);';
+        bannerEl.innerHTML =
+            '<i class="fa fa-exclamation-triangle" style="margin-right:6px;"></i>' +
+            'Location access is denied. Your location is not being tracked. ' +
+            'Please enable location in browser settings.';
+        document.body.appendChild(bannerEl);
+    }
+
+    // =====================================================================
+    // getLocation() -- public API
+    // =====================================================================
+
+    function getLocation() {
+        return new Promise(function (resolve, reject) {
+            if (!navigator.geolocation) {
+                reject(new Error('Geolocation is not supported by this browser.'));
+                return;
+            }
+            navigator.geolocation.getCurrentPosition(
+                function (position) {
+                    permissionDenied = false;
+                    if (bannerEl) { bannerEl.remove(); bannerEl = null; }
+                    resolve({
                         latitude: position.coords.latitude,
                         longitude: position.coords.longitude,
                         accuracy: position.coords.accuracy || 0,
+                    });
+                },
+                function (error) {
+                    permissionDenied = true;
+                    showDeniedBanner();
+                    console.error('Fusion Location: GPS error', error.code, error.message);
+                    reject(error);
+                },
+                { enableHighAccuracy: true, timeout: 15000, maximumAge: 30000 }
+            );
+        });
+    }
+
+    window.fusionGetLocation = getLocation;
+
+    // =====================================================================
+    // NAVIGATE -- opens Google Maps app on iOS/Android, browser fallback
+    // =====================================================================
+
+    function openGoogleMapsNav(el) {
+        var addr = (el.dataset.navAddr || '').trim();
+        var fallbackUrl = el.dataset.navUrl || '';
+        if (!addr && !fallbackUrl) return;
+
+        var dest = encodeURIComponent(addr) || fallbackUrl.split('destination=')[1];
+        var isIOS = /iPad|iPhone|iPod/.test(navigator.userAgent);
+        var isAndroid = /Android/i.test(navigator.userAgent);
+
+        if (isIOS) {
+            window.location.href = 'comgooglemaps://?daddr=' + dest + '&directionsmode=driving';
+        } else if (isAndroid) {
+            window.location.href = 'google.navigation:q=' + dest;
+        } else {
+            window.open(fallbackUrl, '_blank');
+        }
+    }
+
+    window.openGoogleMapsNav = openGoogleMapsNav;
+
+    // =====================================================================
+    // BACKGROUND LOGGER (tied to clock-in / clock-out status)
+    // =====================================================================
+
+    function isTechnicianPortal() {
+        return window.location.pathname.indexOf('/my/technician') !== -1;
+    }
+
+    function checkClockStatus() {
+        fetch('/my/technician/clock-status', {
+            method: 'POST',
+            headers: { 'Content-Type': 'application/json' },
+            body: JSON.stringify({ jsonrpc: '2.0', method: 'call', params: {} }),
+        })
+        .then(function (r) { return r.json(); })
+        .then(function (data) {
+            var wasClocked = isClockedIn;
+            isClockedIn = !!(data.result && data.result.clocked_in);
+            if (isClockedIn && !wasClocked) {
+                // Just clocked in — start tracking immediately
+                startLocationTimer();
+            } else if (!isClockedIn && wasClocked) {
+                // Just clocked out — stop tracking
+                stopLocationTimer();
+            }
+        })
+        .catch(function () {
+            /* network error: keep current state */
+        });
+    }
+
+    function logLocation() {
+        if (!isClockedIn || document.hidden || !navigator.geolocation) return;
+
+        getLocation().then(function (coords) {
+            fetch('/my/technician/location/log', {
+                method: 'POST',
+                headers: { 'Content-Type': 'application/json' },
+                body: JSON.stringify({
+                    jsonrpc: '2.0',
+                    method: 'call',
+                    params: {
+                        latitude: coords.latitude,
+                        longitude: coords.longitude,
+                        accuracy: coords.accuracy,
                     }
-                };
-                fetch('/my/technician/location/log', {
-                    method: 'POST',
-                    headers: { 'Content-Type': 'application/json' },
-                    body: JSON.stringify(data),
-                }).catch(function () {
-                    // Silently fail - location logging is best-effort
-                });
-            },
-            function () {
-                // Geolocation permission denied or error - silently ignore
-            },
-            { enableHighAccuracy: true, timeout: 10000, maximumAge: 60000 }
-        );
+                }),
+            })
+            .then(function (r) { return r.json(); })
+            .then(function (data) {
+                if (data.result && !data.result.success) {
+                    console.warn('Fusion Location: server rejected log', data.result);
+                }
+            })
+            .catch(function (err) {
+                console.warn('Fusion Location: network error', err);
+            });
+        }).catch(function () {
+            /* permission denied -- banner already shown */
+        });
+    }
+
+    function startLocationTimer() {
+        if (locationTimer) return; // already running
+        logLocation(); // immediate first log
+        locationTimer = setInterval(logLocation, INTERVAL_MS);
+    }
+
+    function stopLocationTimer() {
+        if (locationTimer) {
+            clearInterval(locationTimer);
+            locationTimer = null;
+        }
     }
 
     function startLocationLogging() {
-        if (!isTechnicianPortal()) {
-            return;
-        }
+        if (!isTechnicianPortal()) return;
 
-        // Log immediately on page load
-        logLocation();
+        // Check clock status immediately, then every 60s
+        checkClockStatus();
+        clockCheckTimer = setInterval(checkClockStatus, CLOCK_CHECK_MS);
 
-        // Set interval for periodic logging
-        locationTimer = setInterval(logLocation, INTERVAL_MS);
-
-        // Pause/resume on tab visibility change
+        // Pause/resume on tab visibility
         document.addEventListener('visibilitychange', function () {
             if (document.hidden) {
-                // Tab hidden - clear interval to save battery
-                if (locationTimer) {
-                    clearInterval(locationTimer);
-                    locationTimer = null;
-                }
-            } else {
-                // Tab visible again - log immediately and restart interval
-                logLocation();
-                if (!locationTimer) {
-                    locationTimer = setInterval(logLocation, INTERVAL_MS);
-                }
+                stopLocationTimer();
+            } else if (isClockedIn) {
+                startLocationTimer();
             }
         });
     }
 
-    // Start when DOM is ready
     if (document.readyState === 'loading') {
         document.addEventListener('DOMContentLoaded', startLocationLogging);
     } else {

fusion_authorizer_portal/utils/pdf_filler.py

@@ -51,19 +51,25 @@ class PDFTemplateFiller:
         for page_idx in range(num_pages):
             page = original.getPage(page_idx)
             page_num = page_idx + 1  # 1-based page number
-            page_w = float(page.mediaBox.getWidth())
-            page_h = float(page.mediaBox.getHeight())
+            mb = page.mediaBox
+            page_w = float(mb.getWidth())
+            page_h = float(mb.getHeight())
+            origin_x = float(mb.getLowerLeft_x())
+            origin_y = float(mb.getLowerLeft_y())
 
             fields = fields_by_page.get(page_num, [])
 
             if fields:
-                # Create a transparent overlay for this page
                 overlay_buf = BytesIO()
-                c = canvas.Canvas(overlay_buf, pagesize=(page_w, page_h))
+                c = canvas.Canvas(
+                    overlay_buf,
+                    pagesize=(origin_x + page_w, origin_y + page_h),
+                )
 
                 for field in fields:
                     PDFTemplateFiller._draw_field(
-                        c, field, context, signatures, page_w, page_h
+                        c, field, context, signatures,
+                        page_w, page_h, origin_x, origin_y,
                     )
 
                 c.save()
@@ -80,7 +86,8 @@ class PDFTemplateFiller:
         return result.getvalue()
 
     @staticmethod
-    def _draw_field(c, field, context, signatures, page_w, page_h):
+    def _draw_field(c, field, context, signatures,
+                    page_w, page_h, origin_x=0, origin_y=0):
         """Draw a single field onto the reportlab canvas.
 
         Args:
@@ -90,6 +97,8 @@ class PDFTemplateFiller:
             signatures: dict of {field_key: binary} for signature fields
             page_w: page width in PDF points
             page_h: page height in PDF points
+            origin_x: mediaBox lower-left X (accounts for non-zero origin)
+            origin_y: mediaBox lower-left Y (accounts for non-zero origin)
         """
         field_key = field.get('field_key') or field.get('field_name', '')
         field_type = field.get('field_type', 'text')
@@ -98,11 +107,12 @@ class PDFTemplateFiller:
         if not value and field_type != 'signature':
             return
 
-        # Convert percentage positions to absolute PDF coordinates
-        # pos_x/pos_y are 0.0-1.0 ratios from top-left
-        # PDF coordinate system: origin at bottom-left, Y goes up
-        abs_x = field['pos_x'] * page_w
-        abs_y = page_h - (field['pos_y'] * page_h)  # flip Y axis
+        # Convert percentage positions to absolute PDF coordinates.
+        # pos_x/pos_y are 0.0-1.0 ratios from top-left of the visible page.
+        # PDF coordinate system: origin at bottom-left, Y goes up.
+        # origin_x/origin_y account for PDFs whose mediaBox doesn't start at (0,0).
+        abs_x = field['pos_x'] * page_w + origin_x
+        abs_y = (origin_y + page_h) - (field['pos_y'] * page_h)
 
         font_name = field.get('font_name', 'Helvetica')
         font_size = field.get('font_size', 10.0)
@@ -124,10 +134,22 @@ class PDFTemplateFiller:
 
         elif field_type == 'checkbox':
             if value:
-                c.setFont('ZapfDingbats', font_size)
+                # Draw a cross mark (✗) that fills the checkbox box
+                cb_w = field.get('width', 0.015) * page_w
                 cb_h = field.get('height', 0.018) * page_h
-                cb_y = abs_y - cb_h + (cb_h - font_size) / 2
-                c.drawString(abs_x, cb_y, '4')
+                # Inset slightly so the cross doesn't touch the box edges
+                pad = min(cb_w, cb_h) * 0.15
+                x1 = abs_x + pad
+                y1 = abs_y - cb_h + pad
+                x2 = abs_x + cb_w - pad
+                y2 = abs_y - pad
+                c.saveState()
+                c.setStrokeColorRGB(0, 0, 0)
+                c.setLineWidth(1.5)
+                # Draw X (two diagonal lines)
+                c.line(x1, y1, x2, y2)
+                c.line(x1, y2, x2, y1)
+                c.restoreState()
 
         elif field_type == 'signature':
             sig_data = signatures.get(field_key)

fusion_authorizer_portal/views/portal_page11_sign_templates.xml

@@ -0,0 +1,413 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<odoo>
+    <!-- ============================================================ -->
+    <!-- Page 11 Public Signing Form                                   -->
+    <!-- ============================================================ -->
+    <template id="portal_page11_public_sign" name="Page 11 - Sign">
+        <t t-call="portal.frontend_layout">
+            <div class="container py-4" style="max-width:720px;">
+                <div class="text-center mb-4">
+                    <t t-if="company.logo">
+                        <img t-att-src="'/web/image/res.company/%s/logo/200x60' % company.id"
+                             alt="Company Logo" style="max-height:60px;" class="mb-2"/>
+                    </t>
+                    <h3 class="mb-1">ADP Consent and Declaration</h3>
+                    <p class="text-muted">Page 11 - Assistive Devices Program</p>
+                </div>
+
+                <t t-if="request.params.get('error') == 'no_signature'">
+                    <div class="alert alert-danger">Please draw your signature before submitting.</div>
+                </t>
+                <t t-if="request.params.get('error') == 'no_consent'">
+                    <div class="alert alert-danger">You must accept the consent declaration before signing.</div>
+                </t>
+
+                <!-- Consent Declaration -->
+                <form method="POST" t-att-action="'/page11/sign/%s/submit' % token" id="page11Form">
+                    <input type="hidden" name="csrf_token" t-att-value="request.csrf_token()"/>
+
+                    <!-- Applicant Information -->
+                    <div class="card mb-3">
+                        <div class="card-header"><strong>Applicant Information</strong></div>
+                        <div class="card-body">
+                            <div class="row mb-2">
+                                <div class="col-sm-4">
+                                    <label class="form-label">Last Name <span class="text-danger">*</span></label>
+                                    <input type="text" class="form-control" name="client_last_name"
+                                           t-att-value="client_last_name or ''" required="required"/>
+                                </div>
+                                <div class="col-sm-4">
+                                    <label class="form-label">First Name <span class="text-danger">*</span></label>
+                                    <input type="text" class="form-control" name="client_first_name"
+                                           t-att-value="client_first_name or ''" required="required"/>
+                                </div>
+                                <div class="col-sm-4">
+                                    <label class="form-label">Middle Name</label>
+                                    <input type="text" class="form-control" name="client_middle_name"
+                                           t-att-value="client_middle_name or ''"/>
+                                </div>
+                            </div>
+                            <div class="row mb-2">
+                                <div class="col-sm-6">
+                                    <label class="form-label">Health Card Number (10 digits) <span class="text-danger">*</span></label>
+                                    <input type="text" class="form-control" name="client_health_card"
+                                           t-att-value="client_health_card or ''" required="required"
+                                           maxlength="10" pattern="[0-9]{10}" title="10-digit health card number"
+                                           placeholder="e.g. 1234567890"/>
+                                </div>
+                                <div class="col-sm-3">
+                                    <label class="form-label">Version <span class="text-danger">*</span></label>
+                                    <input type="text" class="form-control" name="client_health_card_version"
+                                           t-att-value="client_health_card_version or ''" required="required"
+                                           maxlength="2" placeholder="e.g. AB"/>
+                                </div>
+                                <div class="col-sm-3">
+                                    <label class="form-label">Case Ref</label>
+                                    <input type="text" class="form-control" readonly="readonly"
+                                           t-att-value="order.name"/>
+                                </div>
+                            </div>
+                        </div>
+                    </div>
+
+                    <div class="card mb-3">
+                        <div class="card-header"><strong>Consent and Declaration</strong></div>
+                        <div class="card-body">
+                            <p class="small">
+                                I consent to information being collected and used by the Ministry of Health and Long-Term Care,
+                                and agents authorized by the Ministry, for the administration and enforcement of the
+                                Assistive Devices Program. I understand this consent is voluntary and I may withdraw it
+                                at any time. I declare that the information in this application is true and complete.
+                            </p>
+                            <div class="form-check mb-3">
+                                <input type="checkbox" class="form-check-input" id="consent_declaration"
+                                       name="consent_declaration" required="required"/>
+                                <label class="form-check-label" for="consent_declaration">
+                                    <strong>I have read and accept the above declaration.</strong>
+                                </label>
+                            </div>
+
+                            <div class="mb-3">
+                                <label for="signer_type" class="form-label"><strong>I am signing as:</strong></label>
+                                <select class="form-select" id="signer_type" name="signer_type" required="required"
+                                        onchange="toggleAgentFields()">
+                                    <option value="client" t-att-selected="signer_type == 'client' and 'selected'">Applicant (Client - Self)</option>
+                                    <option value="spouse" t-att-selected="signer_type == 'spouse' and 'selected'">Spouse</option>
+                                    <option value="parent" t-att-selected="signer_type == 'parent' and 'selected'">Parent</option>
+                                    <option value="legal_guardian" t-att-selected="signer_type == 'legal_guardian' and 'selected'">Legal Guardian</option>
+                                    <option value="poa" t-att-selected="signer_type == 'poa' and 'selected'">Power of Attorney</option>
+                                    <option value="public_trustee" t-att-selected="signer_type == 'public_trustee' and 'selected'">Public Trustee</option>
+                                </select>
+                            </div>
+
+                            <div class="mb-3">
+                                <label for="signer_name" class="form-label">Full Name</label>
+                                <input type="text" class="form-control" id="signer_name" name="signer_name"
+                                       t-att-value="sign_request.signer_name or ''" required="required"/>
+                            </div>
+                        </div>
+                    </div>
+
+                    <!-- Agent Details (shown/hidden via JS based on signer type selection) -->
+                    <div class="card mb-3" id="agent_details_card" t-att-style="'' if is_agent else 'display:none;'">
+                        <div class="card-header"><strong>Agent Details</strong></div>
+                        <div class="card-body">
+                            <div class="row mb-2">
+                                <div class="col-sm-5">
+                                    <label class="form-label">Last Name</label>
+                                    <input type="text" class="form-control agent-field" name="agent_last_name"/>
+                                </div>
+                                <div class="col-sm-5">
+                                    <label class="form-label">First Name</label>
+                                    <input type="text" class="form-control agent-field" name="agent_first_name"/>
+                                </div>
+                                <div class="col-sm-2">
+                                    <label class="form-label">M.I.</label>
+                                    <input type="text" class="form-control" name="agent_middle_initial"
+                                           maxlength="2" placeholder="M"/>
+                                </div>
+                            </div>
+                            <div class="row mb-2">
+                                <div class="col-sm-6">
+                                    <label class="form-label">Home Phone</label>
+                                    <input type="tel" class="form-control" name="agent_phone"/>
+                                </div>
+                                <div class="col-sm-6">
+                                    <label class="form-label">Business Phone</label>
+                                    <input type="tel" class="form-control" name="agent_business_phone"/>
+                                </div>
+                            </div>
+                            <div class="mb-2">
+                                <label class="form-label">Search Address</label>
+                                <input type="text" class="form-control" id="agent_street_search"
+                                       placeholder="Start typing an address..." autocomplete="off"/>
+                            </div>
+                            <div class="row mb-2">
+                                <div class="col-sm-3">
+                                    <label class="form-label">Unit #</label>
+                                    <input type="text" class="form-control" name="agent_unit" id="agent_unit"/>
+                                </div>
+                                <div class="col-sm-3">
+                                    <label class="form-label">Street #</label>
+                                    <input type="text" class="form-control" name="agent_street_number" id="agent_street_number"/>
+                                </div>
+                                <div class="col-sm-6">
+                                    <label class="form-label">Street Name</label>
+                                    <input type="text" class="form-control" name="agent_street" id="agent_street"/>
+                                </div>
+                            </div>
+                            <div class="row mb-2">
+                                <div class="col-sm-5">
+                                    <label class="form-label">City/Town</label>
+                                    <input type="text" class="form-control" name="agent_city" id="agent_city"/>
+                                </div>
+                                <div class="col-sm-4">
+                                    <label class="form-label">Province</label>
+                                    <input type="text" class="form-control" name="agent_province" id="agent_province" value="Ontario"/>
+                                </div>
+                                <div class="col-sm-3">
+                                    <label class="form-label">Postal Code</label>
+                                    <input type="text" class="form-control" name="agent_postal_code" id="agent_postal_code"/>
+                                </div>
+                            </div>
+                        </div>
+                    </div>
+
+                    <!-- Signature Pad -->
+                    <div class="card mb-3">
+                        <div class="card-header d-flex justify-content-between align-items-center">
+                            <strong>Signature</strong>
+                            <button type="button" class="btn btn-sm btn-outline-secondary" onclick="clearSignature()">Clear</button>
+                        </div>
+                        <div class="card-body p-2">
+                            <canvas id="signature-canvas" width="660" height="200"
+                                    style="border:1px dashed rgba(128,128,128,0.35);border-radius:6px;width:100%;touch-action:none;cursor:crosshair;">
+                            </canvas>
+                            <input type="hidden" name="signature_data" id="signature_data"/>
+                        </div>
+                    </div>
+
+                    <div class="text-center mb-4">
+                        <button type="submit" class="btn btn-primary btn-lg px-5" onclick="return prepareSubmit()">
+                            Submit Signature
+                        </button>
+                    </div>
+                </form>
+
+                <p class="text-center text-muted small">
+                    <t t-out="company.name"/> &amp;middot;
+                    <t t-if="company.phone"><t t-out="company.phone"/> &amp;middot; </t>
+                    <t t-if="company.email"><t t-out="company.email"/></t>
+                </p>
+            </div>
+
+            <script type="text/javascript">
+                function toggleAgentFields() {
+                    var sel = document.getElementById('signer_type');
+                    var card = document.getElementById('agent_details_card');
+                    var agentFields = card ? card.querySelectorAll('.agent-field') : [];
+                    var isAgent = sel.value !== 'client';
+                    if (card) card.style.display = isAgent ? '' : 'none';
+                    agentFields.forEach(function(f) {
+                        if (isAgent) { f.setAttribute('required', 'required'); }
+                        else { f.removeAttribute('required'); f.value = ''; }
+                    });
+                }
+                document.addEventListener('DOMContentLoaded', toggleAgentFields);
+            </script>
+            <script type="text/javascript">
+                (function() {
+                    var canvas = document.getElementById('signature-canvas');
+                    if (!canvas) return;
+                    var ctx = canvas.getContext('2d');
+                    var drawing = false;
+                    var lastX = 0, lastY = 0;
+                    var hasDrawn = false;
+
+                    function resizeCanvas() {
+                        var rect = canvas.getBoundingClientRect();
+                        var dpr = window.devicePixelRatio || 1;
+                        canvas.width = rect.width * dpr;
+                        canvas.height = rect.height * dpr;
+                        ctx.scale(dpr, dpr);
+                        ctx.strokeStyle = '#000';
+                        ctx.lineWidth = 2;
+                        ctx.lineCap = 'round';
+                        ctx.lineJoin = 'round';
+                    }
+
+                    resizeCanvas();
+
+                    function getPos(e) {
+                        var rect = canvas.getBoundingClientRect();
+                        var touch = e.touches ? e.touches[0] : e;
+                        return {
+                            x: touch.clientX - rect.left,
+                            y: touch.clientY - rect.top
+                        };
+                    }
+
+                    function startDraw(e) {
+                        e.preventDefault();
+                        drawing = true;
+                        var pos = getPos(e);
+                        lastX = pos.x;
+                        lastY = pos.y;
+                    }
+
+                    function draw(e) {
+                        if (!drawing) return;
+                        e.preventDefault();
+                        var pos = getPos(e);
+                        ctx.beginPath();
+                        ctx.moveTo(lastX, lastY);
+                        ctx.lineTo(pos.x, pos.y);
+                        ctx.stroke();
+                        lastX = pos.x;
+                        lastY = pos.y;
+                        hasDrawn = true;
+                    }
+
+                    function stopDraw(e) {
+                        if (e) e.preventDefault();
+                        drawing = false;
+                    }
+
+                    canvas.addEventListener('mousedown', startDraw);
+                    canvas.addEventListener('mousemove', draw);
+                    canvas.addEventListener('mouseup', stopDraw);
+                    canvas.addEventListener('mouseleave', stopDraw);
+                    canvas.addEventListener('touchstart', startDraw, {passive: false});
+                    canvas.addEventListener('touchmove', draw, {passive: false});
+                    canvas.addEventListener('touchend', stopDraw, {passive: false});
+
+                    window.clearSignature = function() {
+                        var dpr = window.devicePixelRatio || 1;
+                        ctx.clearRect(0, 0, canvas.width / dpr, canvas.height / dpr);
+                        hasDrawn = false;
+                        document.getElementById('signature_data').value = '';
+                    };
+
+                    window.prepareSubmit = function() {
+                        if (!hasDrawn) {
+                            alert('Please draw your signature before submitting.');
+                            return false;
+                        }
+                        var dataUrl = canvas.toDataURL('image/png');
+                        document.getElementById('signature_data').value = dataUrl;
+                        return true;
+                    };
+                })();
+            </script>
+            <t t-if="google_maps_api_key">
+                <script t-attf-src="https://maps.googleapis.com/maps/api/js?key=#{google_maps_api_key}&amp;libraries=places&amp;callback=initPage11AddressAutocomplete" async="async" defer="defer"></script>
+                <script type="text/javascript">
+                    function initPage11AddressAutocomplete() {
+                        var searchInput = document.getElementById('agent_street_search');
+                        if (!searchInput) return;
+                        var autocomplete = new google.maps.places.Autocomplete(searchInput, {
+                            types: ['address'],
+                            componentRestrictions: { country: 'ca' }
+                        });
+                        autocomplete.setFields(['address_components', 'formatted_address']);
+                        autocomplete.addListener('place_changed', function() {
+                            var place = autocomplete.getPlace();
+                            if (!place || !place.address_components) return;
+                            var street_number = '', route = '', city = '', province = '', postal = '', unit = '';
+                            place.address_components.forEach(function(c) {
+                                var t = c.types;
+                                if (t.indexOf('street_number') >= 0) street_number = c.long_name;
+                                else if (t.indexOf('route') >= 0) route = c.long_name;
+                                else if (t.indexOf('locality') >= 0) city = c.long_name;
+                                else if (t.indexOf('sublocality') >= 0 &amp;&amp; !city) city = c.long_name;
+                                else if (t.indexOf('administrative_area_level_1') >= 0) province = c.long_name;
+                                else if (t.indexOf('postal_code') >= 0) postal = c.long_name;
+                                else if (t.indexOf('subpremise') >= 0) unit = c.long_name;
+                            });
+                            document.getElementById('agent_street_number').value = street_number;
+                            document.getElementById('agent_street').value = route;
+                            document.getElementById('agent_city').value = city;
+                            document.getElementById('agent_province').value = province;
+                            document.getElementById('agent_postal_code').value = postal;
+                            if (unit) document.getElementById('agent_unit').value = unit;
+                        });
+                    }
+                </script>
+            </t>
+        </t>
+    </template>
+
+    <!-- ============================================================ -->
+    <!-- Success Page                                                  -->
+    <!-- ============================================================ -->
+    <template id="portal_page11_sign_success" name="Page 11 - Signed Successfully">
+        <t t-call="portal.frontend_layout">
+            <div class="container py-5" style="max-width:600px;">
+                <div class="text-center">
+                    <div class="mb-4">
+                        <i class="fa fa-check-circle text-success" style="font-size:64px;"/>
+                    </div>
+                    <h3>Signature Submitted Successfully</h3>
+                    <p class="text-muted mt-3">
+                        Thank you for signing the ADP Consent and Declaration form.
+                        Your signature has been recorded and the document has been updated.
+                    </p>
+                    <t t-if="sign_request and sign_request.sale_order_id">
+                        <p class="text-muted">
+                            Case Reference: <strong><t t-out="sign_request.sale_order_id.name"/></strong>
+                        </p>
+                    </t>
+                    <t t-if="sign_request and sign_request.signed_pdf and token">
+                        <a t-attf-href="/page11/sign/#{token}/download"
+                           class="btn btn-outline-primary mt-3">
+                            <i class="fa fa-download"/> Download Signed PDF
+                        </a>
+                    </t>
+                    <p class="text-muted mt-4 small">You may close this window.</p>
+                </div>
+            </div>
+        </t>
+    </template>
+
+    <!-- ============================================================ -->
+    <!-- Expired / Cancelled Page                                      -->
+    <!-- ============================================================ -->
+    <template id="portal_page11_sign_expired" name="Page 11 - Link Expired">
+        <t t-call="portal.frontend_layout">
+            <div class="container py-5" style="max-width:600px;">
+                <div class="text-center">
+                    <div class="mb-4">
+                        <i class="fa fa-clock-o text-warning" style="font-size:64px;"/>
+                    </div>
+                    <h3>Signing Link Expired</h3>
+                    <p class="text-muted mt-3">
+                        This signing link is no longer valid. It may have expired or been cancelled.
+                    </p>
+                    <p class="text-muted">
+                        Please contact the office to request a new signing link.
+                    </p>
+                </div>
+            </div>
+        </t>
+    </template>
+
+    <!-- ============================================================ -->
+    <!-- Invalid / Not Found Page                                      -->
+    <!-- ============================================================ -->
+    <template id="portal_page11_sign_invalid" name="Page 11 - Invalid Link">
+        <t t-call="portal.frontend_layout">
+            <div class="container py-5" style="max-width:600px;">
+                <div class="text-center">
+                    <div class="mb-4">
+                        <i class="fa fa-exclamation-triangle text-danger" style="font-size:64px;"/>
+                    </div>
+                    <h3>Invalid Link</h3>
+                    <p class="text-muted mt-3">
+                        This signing link is not valid. Please check that you are using the correct link
+                        from the email you received.
+                    </p>
+                </div>
+            </div>
+        </t>
+    </template>
+</odoo>

fusion_authorizer_portal/views/portal_schedule.xml

@@ -0,0 +1,348 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <!-- ==================== SCHEDULE OVERVIEW PAGE ==================== -->
+
+    <template id="portal_schedule_page" name="My Schedule">
+        <t t-call="portal.portal_layout">
+            <t t-set="breadcrumbs_searchbar" t-value="True"/>
+
+            <div class="container py-4">
+                <!-- Success/Error Messages -->
+                <t t-if="request.params.get('success')">
+                    <div class="alert alert-success alert-dismissible fade show" role="alert">
+                        <i class="fa fa-check-circle me-2"/><t t-out="request.params.get('success')"/>
+                        <button type="button" class="btn-close" data-bs-dismiss="alert"/>
+                    </div>
+                </t>
+
+                <!-- Header -->
+                <div class="d-flex justify-content-between align-items-center mb-4 flex-wrap gap-2">
+                    <div>
+                        <h3 class="mb-1"><i class="fa fa-calendar-check-o me-2"/>My Schedule</h3>
+                        <p class="text-muted mb-0">View your appointments and book new ones</p>
+                    </div>
+                    <div class="d-flex gap-2 flex-wrap">
+                        <t t-if="share_url">
+                            <div class="input-group" style="max-width: 350px;">
+                                <input type="text" class="form-control form-control-sm" t-att-value="share_url"
+                                       id="shareBookingUrl" readonly="readonly" style="font-size: 13px;"/>
+                                <button class="btn btn-outline-secondary btn-sm" type="button"
+                                        id="btnCopyShareUrl">
+                                    <i class="fa fa-copy" id="copyIcon"/> <span id="copyText">Copy</span>
+                                </button>
+                                <script type="text/javascript">
+                                    (function() {
+                                        var btn = document.getElementById('btnCopyShareUrl');
+                                        if (!btn) return;
+                                        btn.addEventListener('click', function() {
+                                            var url = document.getElementById('shareBookingUrl').value;
+                                            navigator.clipboard.writeText(url);
+                                            var icon = document.getElementById('copyIcon');
+                                            var text = document.getElementById('copyText');
+                                            icon.className = 'fa fa-check';
+                                            text.textContent = 'Copied';
+                                            setTimeout(function() {
+                                                icon.className = 'fa fa-copy';
+                                                text.textContent = 'Copy';
+                                            }, 2000);
+                                        });
+                                    })();
+                                </script>
+                            </div>
+                        </t>
+                        <a href="/my/schedule/book" class="btn btn-primary">
+                            <i class="fa fa-plus me-1"/> Book Appointment
+                        </a>
+                    </div>
+                </div>
+
+                <!-- Today's Appointments -->
+                <div class="card border-0 shadow-sm mb-4" style="border-radius: 12px;">
+                    <div class="card-header bg-white border-bottom-0 pt-3 pb-2 px-4"
+                         style="border-radius: 12px 12px 0 0;">
+                        <h5 class="mb-0"><i class="fa fa-sun-o me-2 text-warning"/>Today's Appointments</h5>
+                    </div>
+                    <div class="card-body px-4 pb-4 pt-2">
+                        <t t-if="today_events">
+                            <div class="list-group list-group-flush">
+                                <t t-foreach="today_events" t-as="event">
+                                    <div class="list-group-item px-0 py-3 border-start-0 border-end-0">
+                                        <div class="d-flex justify-content-between align-items-center">
+                                            <div class="d-flex align-items-center">
+                                                <div class="rounded-3 text-center px-3 py-2 me-3"
+                                                     t-attf-style="background: #{portal_gradient}; min-width: 70px;">
+                                                    <div class="text-white fw-bold" style="font-size: 14px;">
+                                                        <t t-out="event.start.astimezone(user_tz).strftime('%I:%M')"/>
+                                                    </div>
+                                                    <div class="text-white" style="font-size: 10px;">
+                                                        <t t-out="event.start.astimezone(user_tz).strftime('%p')"/>
+                                                    </div>
+                                                </div>
+                                                <div>
+                                                    <h6 class="mb-0"><t t-out="event.name"/></h6>
+                                                    <small class="text-muted">
+                                                        <t t-if="event.location">
+                                                            <i class="fa fa-map-marker me-1"/><t t-out="event.location"/>
+                                                        </t>
+                                                    </small>
+                                                </div>
+                                            </div>
+                                            <div class="text-end">
+                                                <span class="badge bg-light text-dark">
+                                                    <t t-out="'%.0f' % (event.duration * 60)"/> min
+                                                </span>
+                                            </div>
+                                        </div>
+                                    </div>
+                                </t>
+                            </div>
+                        </t>
+                        <t t-else="">
+                            <p class="text-muted mb-0 py-3 text-center">
+                                <i class="fa fa-calendar-o me-1"/> No appointments scheduled for today.
+                            </p>
+                        </t>
+                    </div>
+                </div>
+
+                <!-- Upcoming Appointments -->
+                <div class="card border-0 shadow-sm" style="border-radius: 12px;">
+                    <div class="card-header bg-white border-bottom-0 pt-3 pb-2 px-4"
+                         style="border-radius: 12px 12px 0 0;">
+                        <h5 class="mb-0"><i class="fa fa-calendar me-2 text-primary"/>Upcoming Appointments</h5>
+                    </div>
+                    <div class="card-body px-4 pb-4 pt-2">
+                        <t t-if="upcoming_events">
+                            <div class="table-responsive">
+                                <table class="table table-hover mb-0">
+                                    <thead>
+                                        <tr>
+                                            <th style="border-top:none;">Date</th>
+                                            <th style="border-top:none;">Time</th>
+                                            <th style="border-top:none;">Appointment</th>
+                                            <th style="border-top:none;">Location</th>
+                                            <th style="border-top:none;">Duration</th>
+                                        </tr>
+                                    </thead>
+                                    <tbody>
+                                        <t t-foreach="upcoming_events" t-as="event">
+                                            <tr>
+                                                <td>
+                                                    <strong><t t-out="event.start.astimezone(user_tz).strftime('%b %d')"/></strong>
+                                                    <br/>
+                                                    <small class="text-muted">
+                                                        <t t-out="event.start.astimezone(user_tz).strftime('%A')"/>
+                                                    </small>
+                                                </td>
+                                                <td>
+                                                    <t t-out="event.start.astimezone(user_tz).strftime('%I:%M %p')"/>
+                                                </td>
+                                                <td><t t-out="event.name"/></td>
+                                                <td>
+                                                    <t t-if="event.location">
+                                                        <small><t t-out="event.location"/></small>
+                                                    </t>
+                                                    <t t-else="">
+                                                        <small class="text-muted">-</small>
+                                                    </t>
+                                                </td>
+                                                <td>
+                                                    <span class="badge bg-light text-dark">
+                                                        <t t-out="'%.0f' % (event.duration * 60)"/> min
+                                                    </span>
+                                                </td>
+                                            </tr>
+                                        </t>
+                                    </tbody>
+                                </table>
+                            </div>
+                        </t>
+                        <t t-else="">
+                            <p class="text-muted mb-0 py-3 text-center">
+                                <i class="fa fa-calendar-o me-1"/> No upcoming appointments.
+                                <a href="/my/schedule/book">Book one now</a>
+                            </p>
+                        </t>
+                    </div>
+                </div>
+            </div>
+
+        </t>
+    </template>
+
+    <!-- ==================== BOOKING FORM ==================== -->
+
+    <template id="portal_schedule_book" name="Book Appointment">
+        <t t-call="portal.portal_layout">
+            <t t-set="breadcrumbs_searchbar" t-value="True"/>
+
+            <div class="container py-4" style="max-width: 800px;">
+                <!-- Error Messages -->
+                <t t-if="error">
+                    <div class="alert alert-danger alert-dismissible fade show" role="alert">
+                        <i class="fa fa-exclamation-circle me-2"/><t t-out="error"/>
+                        <button type="button" class="btn-close" data-bs-dismiss="alert"/>
+                    </div>
+                </t>
+
+                <!-- Header -->
+                <div class="mb-4">
+                    <a href="/my/schedule" class="text-muted text-decoration-none mb-2 d-inline-block">
+                        <i class="fa fa-arrow-left me-1"/> Back to Schedule
+                    </a>
+                    <h3 class="mb-1"><i class="fa fa-plus-circle me-2"/>Book Appointment</h3>
+                    <p class="text-muted mb-0">Select a time slot and enter client details</p>
+                </div>
+
+                <form action="/my/schedule/book/submit" method="post" id="bookingForm">
+                    <input type="hidden" name="csrf_token" t-att-value="request.csrf_token()"/>
+
+                    <!-- Step 1: Appointment Type + Date/Time -->
+                    <div class="card border-0 shadow-sm mb-4" style="border-radius: 12px;">
+                        <div class="card-header bg-white border-bottom pt-3 pb-2 px-4"
+                             style="border-radius: 12px 12px 0 0;">
+                            <h5 class="mb-0">
+                                <span class="badge rounded-pill me-2"
+                                      t-attf-style="background: #{portal_gradient};">1</span>
+                                Date &amp; Time
+                            </h5>
+                        </div>
+                        <div class="card-body px-4 pb-4">
+                            <!-- Appointment Type (if multiple) -->
+                            <t t-if="len(appointment_types) > 1">
+                                <div class="mb-3">
+                                    <label class="form-label fw-semibold">Appointment Type</label>
+                                    <select name="appointment_type_id" class="form-select"
+                                            id="appointmentTypeSelect">
+                                        <t t-foreach="appointment_types" t-as="atype">
+                                            <option t-att-value="atype.id"
+                                                    t-att-selected="atype.id == selected_type.id"
+                                                    t-att-data-duration="atype.appointment_duration">
+                                                <t t-out="atype.name"/>
+                                                (<t t-out="'%.0f' % (atype.appointment_duration * 60)"/> min)
+                                            </option>
+                                        </t>
+                                    </select>
+                                </div>
+                            </t>
+                            <t t-else="">
+                                <input type="hidden" name="appointment_type_id"
+                                       t-att-value="selected_type.id"/>
+                            </t>
+
+                            <!-- Date Picker -->
+                            <div class="mb-3">
+                                <label class="form-label fw-semibold">Select Date</label>
+                                <input type="date" class="form-control" id="bookingDate"
+                                       required="required"
+                                       t-att-min="now.strftime('%Y-%m-%d')"/>
+                            </div>
+
+                            <!-- Week Calendar Preview -->
+                            <div id="weekCalendarContainer" class="mb-3" style="display: none;">
+                                <label class="form-label fw-semibold">
+                                    <i class="fa fa-calendar me-1"/>Your Week
+                                </label>
+                                <div id="weekCalendarLoading" class="text-center py-3" style="display: none;">
+                                    <div class="spinner-border spinner-border-sm text-primary me-2" role="status"/>
+                                    Loading calendar...
+                                </div>
+                                <div id="weekCalendarGrid" class="border rounded-3 overflow-hidden" style="display: none;">
+                                    <div id="weekCalendarHeader" class="d-flex bg-light border-bottom" style="min-height: 40px;"></div>
+                                    <div id="weekCalendarBody" class="d-flex" style="min-height: 80px;"></div>
+                                </div>
+                                <div id="weekCalendarEmpty" class="text-muted py-2 text-center" style="display: none;">
+                                    <i class="fa fa-calendar-o me-1"/> No events this week -- your schedule is open.
+                                </div>
+                            </div>
+
+                            <!-- Available Slots -->
+                            <div id="slotsContainer" style="display: none;">
+                                <label class="form-label fw-semibold">Available Time Slots</label>
+                                <div id="slotsLoading" class="text-center py-3" style="display: none;">
+                                    <div class="spinner-border spinner-border-sm text-primary me-2" role="status"/>
+                                    Loading available slots...
+                                </div>
+                                <div id="slotsGrid" class="d-flex flex-wrap gap-2 mb-2"></div>
+                                <div id="noSlots" class="text-muted py-2" style="display: none;">
+                                    <i class="fa fa-info-circle me-1"/> No available slots for this date.
+                                    Try another date.
+                                </div>
+                                <input type="hidden" name="slot_datetime" id="slotDatetime"/>
+                                <input type="hidden" name="slot_duration" id="slotDuration"
+                                       t-att-value="selected_type.appointment_duration"/>
+                            </div>
+                        </div>
+                    </div>
+
+                    <!-- Step 2: Client Details -->
+                    <div class="card border-0 shadow-sm mb-4" style="border-radius: 12px;">
+                        <div class="card-header bg-white border-bottom pt-3 pb-2 px-4"
+                             style="border-radius: 12px 12px 0 0;">
+                            <h5 class="mb-0">
+                                <span class="badge rounded-pill me-2"
+                                      t-attf-style="background: #{portal_gradient};">2</span>
+                                Client Details
+                            </h5>
+                        </div>
+                        <div class="card-body px-4 pb-4">
+                            <div class="mb-3">
+                                <label class="form-label fw-semibold">Client Name <span class="text-danger">*</span></label>
+                                <input type="text" name="client_name" class="form-control"
+                                       placeholder="Enter client's full name" required="required"/>
+                            </div>
+
+                            <div class="mb-3">
+                                <label class="form-label fw-semibold">Address</label>
+                                <input type="text" name="client_street" class="form-control mb-2"
+                                       id="clientStreet"
+                                       placeholder="Start typing address..."/>
+                            </div>
+
+                            <div class="row g-2 mb-3">
+                                <div class="col-md-4">
+                                    <input type="text" name="client_city" class="form-control"
+                                           id="clientCity" placeholder="City"/>
+                                </div>
+                                <div class="col-md-4">
+                                    <input type="text" name="client_province" class="form-control"
+                                           id="clientProvince" placeholder="Province"/>
+                                </div>
+                                <div class="col-md-4">
+                                    <input type="text" name="client_postal" class="form-control"
+                                           id="clientPostal" placeholder="Postal Code"/>
+                                </div>
+                            </div>
+
+                            <div class="mb-0">
+                                <label class="form-label fw-semibold">Notes</label>
+                                <textarea name="notes" class="form-control" rows="3"
+                                          placeholder="e.g. Equipment to bring, special instructions, reason for visit..."></textarea>
+                            </div>
+                        </div>
+                    </div>
+
+                    <!-- Submit -->
+                    <div class="d-flex justify-content-between">
+                        <a href="/my/schedule" class="btn btn-outline-secondary">
+                            <i class="fa fa-arrow-left me-1"/> Cancel
+                        </a>
+                        <button type="submit" class="btn btn-primary btn-lg px-4" id="btnSubmitBooking"
+                                disabled="disabled">
+                            <i class="fa fa-calendar-check-o me-1"/> Book Appointment
+                        </button>
+                    </div>
+                </form>
+            </div>
+
+            <!-- Google Maps Places API -->
+            <t t-if="google_maps_api_key">
+                <script t-attf-src="https://maps.googleapis.com/maps/api/js?key=#{google_maps_api_key}&amp;libraries=places&amp;callback=initScheduleAddressAutocomplete"
+                        async="async" defer="defer"></script>
+            </t>
+            <script t-attf-src="/fusion_authorizer_portal/static/src/js/portal_schedule_booking.js"></script>
+        </t>
+    </template>
+
+</odoo>

fusion_authorizer_portal/views/portal_technician_templates.xml

@@ -18,6 +18,41 @@
                     </ol>
                 </nav>
 
+                <!-- Clock In/Out -->
+                <t t-if="clock_enabled">
+                    <div class="tech-clock-card mb-3"
+                         id="techClockCard"
+                         t-att-data-checked-in="'true' if clock_checked_in else 'false'"
+                         t-att-data-check-in-time="clock_check_in_time or ''">
+                        <div class="d-flex align-items-center justify-content-between">
+                            <div class="d-flex align-items-center gap-2">
+                                <div class="tech-clock-dot" t-att-class="'tech-clock-dot--active' if clock_checked_in else ''"/>
+                                <div>
+                                    <div class="tech-clock-status" id="clockStatusText">
+                                        <t t-if="clock_checked_in">Clocked In</t>
+                                        <t t-else="">Not Clocked In</t>
+                                    </div>
+                                    <div class="tech-clock-timer" id="clockTimer">00:00:00</div>
+                                </div>
+                            </div>
+                            <button class="tech-clock-btn" id="clockActionBtn"
+                                    t-att-class="'tech-clock-btn--out' if clock_checked_in else 'tech-clock-btn--in'"
+                                    onclick="handleClockAction()">
+                                <t t-if="clock_checked_in">
+                                    <i class="fa fa-stop-circle-o"/> Clock Out
+                                </t>
+                                <t t-else="">
+                                    <i class="fa fa-play-circle-o"/> Clock In
+                                </t>
+                            </button>
+                        </div>
+                        <div class="tech-clock-error" id="clockError" style="display:none;">
+                            <i class="fa fa-exclamation-triangle"/>
+                            <span id="clockErrorText"/>
+                        </div>
+                    </div>
+                </t>
+
                 <!-- Quick Stats Bar -->
                 <div class="tech-stats-bar mb-4">
                     <div class="tech-stat-card tech-stat-total">
@@ -32,10 +67,6 @@
                         <div class="stat-number"><t t-out="completed_today"/></div>
                         <div class="stat-label">Done</div>
                     </div>
-                    <div class="tech-stat-card tech-stat-travel">
-                        <div class="stat-number"><t t-out="total_travel"/></div>
-                        <div class="stat-label">Travel min</div>
-                    </div>
                 </div>
 
                 <!-- Current / Next Task Hero Card -->
@@ -55,21 +86,24 @@
                                 </div>
                                 <span class="text-muted"><t t-out="current_task.time_start_display"/> - <t t-out="current_task.time_end_display"/></span>
                             </div>
-                            <p class="mb-1"><i class="fa fa-user me-1 text-muted"/><t t-out="current_task.partner_id.name or 'N/A'"/></p>
+                            <p class="mb-1"><i class="fa fa-user me-1 text-muted"/><t t-out="current_task.client_display_name or 'N/A'"/></p>
                             <p class="mb-2 text-muted"><i class="fa fa-map-marker me-1"/><t t-out="current_task.address_display or 'No address'"/></p>
                             <t t-if="current_task.description">
                                 <p class="mb-2 small"><t t-out="current_task.description"/></p>
                             </t>
                             <div class="d-flex gap-2 flex-wrap mt-3">
-                                <a t-if="current_task.get_google_maps_url()" t-att-href="current_task.get_google_maps_url()"
-                                   class="tech-action-btn tech-btn-navigate" target="_blank">
+                                <a t-if="current_task.get_google_maps_url()"
+                                   href="#" class="tech-action-btn tech-btn-navigate"
+                                   t-att-data-nav-url="current_task.get_google_maps_url()"
+                                   t-att-data-nav-addr="current_task.address_display or ''"
+                                   onclick="openGoogleMapsNav(this); return false;">
                                     <i class="fa fa-location-arrow"/>Navigate
                                 </a>
                                 <a t-attf-href="/my/technician/task/#{current_task.id}"
                                    class="tech-action-btn tech-btn-complete">
                                     <i class="fa fa-check"/>Complete
                                 </a>
-                                <a t-if="current_task.partner_phone" t-attf-href="tel:#{current_task.partner_phone}"
+                                <a t-if="current_task.client_display_phone" t-attf-href="tel:#{current_task.client_display_phone}"
                                    class="tech-action-btn tech-btn-call">
                                     <i class="fa fa-phone"/>Call
                                 </a>
@@ -94,7 +128,7 @@
                                     <span class="ms-2 fw-bold"><t t-out="next_task.name"/></span>
                                 </div>
                             </div>
-                            <p class="mb-1"><i class="fa fa-user me-1 text-muted"/><t t-out="next_task.partner_id.name or 'N/A'"/></p>
+                            <p class="mb-1"><i class="fa fa-user me-1 text-muted"/><t t-out="next_task.client_display_name or 'N/A'"/></p>
                             <p class="mb-1 text-muted"><i class="fa fa-map-marker me-1"/><t t-out="next_task.address_display or 'No address'"/></p>
                             <t t-if="next_task.travel_time_minutes">
                                 <p class="mb-2 small text-purple"><i class="fa fa-car me-1"/><t t-out="next_task.travel_time_minutes"/> min drive
@@ -102,8 +136,11 @@
                                 </p>
                             </t>
                             <div class="d-flex gap-2 flex-wrap mt-3">
-                                <a t-if="next_task.get_google_maps_url()" t-att-href="next_task.get_google_maps_url()"
-                                   class="tech-action-btn tech-btn-navigate" target="_blank">
+                                <a t-if="next_task.get_google_maps_url()"
+                                   href="#" class="tech-action-btn tech-btn-navigate"
+                                   t-att-data-nav-url="next_task.get_google_maps_url()"
+                                   t-att-data-nav-addr="next_task.address_display or ''"
+                                   onclick="openGoogleMapsNav(this); return false;">
                                     <i class="fa fa-location-arrow"/>Navigate
                                 </a>
                                 <button class="tech-action-btn tech-btn-enroute"
@@ -155,7 +192,7 @@
                                         <span t-attf-class="tech-badge tech-badge-#{task.task_type} me-1">
                                             <t t-out="dict(task._fields['task_type'].selection).get(task.task_type, '')"/>
                                         </span>
-                                        <t t-out="task.partner_id.name or task.name"/>
+                                        <t t-out="task.client_display_name or task.name"/>
                                     </div>
                                     <div class="tech-timeline-meta">
                                         <i class="fa fa-map-marker me-1"/><t t-out="task.address_city or 'No address'"/>
@@ -170,25 +207,22 @@
                 </t>
 
                 <!-- Quick Links -->
-                <div class="row g-2 mb-4">
-                    <div class="col-4">
-                        <a href="/my/technician/tasks" class="btn btn-outline-primary w-100 py-3">
-                            <i class="fa fa-list me-1"/>All Tasks
-                        </a>
-                    </div>
-                    <div class="col-4">
-                        <a href="/my/technician/tomorrow" class="btn btn-outline-secondary w-100 py-3">
-                            <i class="fa fa-calendar me-1"/>Tomorrow
-                            <t t-if="tomorrow_count">
-                                <span class="badge bg-primary ms-1"><t t-out="tomorrow_count"/></span>
-                            </t>
-                        </a>
-                    </div>
-                    <div class="col-4">
-                        <a href="/repair-form" class="btn btn-outline-warning w-100 py-3">
-                            <i class="fa fa-wrench me-1"/>Repair Form
-                        </a>
-                    </div>
+                <div class="tech-quick-links mb-4">
+                    <a href="/my/technician/tasks" class="tech-quick-link tech-quick-link-primary">
+                        <i class="fa fa-list"/>
+                        <span>All Tasks</span>
+                    </a>
+                    <a href="/my/technician/tomorrow" class="tech-quick-link tech-quick-link-secondary">
+                        <i class="fa fa-calendar"/>
+                        <span>Tomorrow</span>
+                        <t t-if="tomorrow_count">
+                            <span class="tech-quick-link-badge"><t t-out="tomorrow_count"/></span>
+                        </t>
+                    </a>
+                    <a href="/repair-form" class="tech-quick-link tech-quick-link-warning">
+                        <i class="fa fa-wrench"/>
+                        <span>Repair Form</span>
+                    </a>
                 </div>
 
                 <!-- My Start Location -->
@@ -221,30 +255,146 @@
                 </div>
             </div>
 
+            <!-- Clock In/Out JS -->
+            <script type="text/javascript">
+                (function() {
+                    var card = document.getElementById('techClockCard');
+                    if (!card) return;
+
+                    var isCheckedIn = card.dataset.checkedIn === 'true';
+                    var checkInTime = card.dataset.checkInTime ? new Date(card.dataset.checkInTime + 'Z') : null;
+                    var timerInterval = null;
+
+                    function updateTimer() {
+                        if (!checkInTime) return;
+                        var diff = Math.max(0, Math.floor((new Date() - checkInTime) / 1000));
+                        var h = Math.floor(diff / 3600);
+                        var m = Math.floor((diff % 3600) / 60);
+                        var s = diff % 60;
+                        var pad = function(n) { return n &lt; 10 ? '0' + n : '' + n; };
+                        document.getElementById('clockTimer').textContent = pad(h) + ':' + pad(m) + ':' + pad(s);
+                    }
+
+                    function startTimer() {
+                        stopTimer();
+                        updateTimer();
+                        timerInterval = setInterval(updateTimer, 1000);
+                    }
+
+                    function stopTimer() {
+                        if (timerInterval) { clearInterval(timerInterval); timerInterval = null; }
+                    }
+
+                    function applyState() {
+                        var dot = card.querySelector('.tech-clock-dot');
+                        var statusEl = document.getElementById('clockStatusText');
+                        var btn = document.getElementById('clockActionBtn');
+                        var timerEl = document.getElementById('clockTimer');
+
+                        if (dot) dot.className = 'tech-clock-dot' + (isCheckedIn ? ' tech-clock-dot--active' : '');
+                        if (statusEl) statusEl.textContent = isCheckedIn ? 'Clocked In' : 'Not Clocked In';
+                        if (btn) {
+                            btn.className = 'tech-clock-btn ' + (isCheckedIn ? 'tech-clock-btn--out' : 'tech-clock-btn--in');
+                            btn.innerHTML = isCheckedIn
+                                ? '&lt;i class="fa fa-stop-circle-o">&lt;/i> Clock Out'
+                                : '&lt;i class="fa fa-play-circle-o">&lt;/i> Clock In';
+                        }
+                        if (!isCheckedIn &amp;&amp; timerEl) timerEl.textContent = '00:00:00';
+                    }
+
+                    if (isCheckedIn &amp;&amp; checkInTime) startTimer();
+
+                    window.handleClockAction = function() {
+                        var btn = document.getElementById('clockActionBtn');
+                        var errEl = document.getElementById('clockError');
+                        var errText = document.getElementById('clockErrorText');
+                        btn.disabled = true;
+                        errEl.style.display = 'none';
+
+                        window.fusionGetLocation().then(function(coords) {
+                            fetch('/fusion_clock/clock_action', {
+                                method: 'POST',
+                                headers: {'Content-Type': 'application/json'},
+                                body: JSON.stringify({jsonrpc: '2.0', method: 'call', params: {
+                                    latitude: coords.latitude,
+                                    longitude: coords.longitude,
+                                    accuracy: coords.accuracy,
+                                    source: 'portal'
+                                }})
+                            })
+                            .then(function(r) { return r.json(); })
+                            .then(function(data) {
+                                var result = data.result || {};
+                                if (result.error) {
+                                    errText.textContent = result.error;
+                                    errEl.style.display = 'flex';
+                                    btn.disabled = false;
+                                    return;
+                                }
+                                if (result.action === 'clock_in') {
+                                    isCheckedIn = true;
+                                    checkInTime = new Date(result.check_in + 'Z');
+                                    startTimer();
+                                } else {
+                                    isCheckedIn = false;
+                                    checkInTime = null;
+                                    stopTimer();
+                                }
+                                applyState();
+                                btn.disabled = false;
+                            })
+                            .catch(function() {
+                                errText.textContent = 'Network error. Please try again.';
+                                errEl.style.display = 'flex';
+                                btn.disabled = false;
+                            });
+                        }).catch(function() {
+                            errText.textContent = 'Location access is required for clock in/out.';
+                            errEl.style.display = 'flex';
+                            btn.disabled = false;
+                        });
+                    };
+                })();
+            </script>
+
             <!-- Inline JS for task actions -->
             <script type="text/javascript">
                 function techTaskAction(btn, action) {
                     var taskId = btn.dataset.taskId;
+                    var origHtml = btn.innerHTML;
                     btn.disabled = true;
-                    btn.innerHTML = '<i class="fa fa-spinner fa-spin"></i> ...';
-                    fetch('/my/technician/task/' + taskId + '/action', {
-                        method: 'POST',
-                        headers: {'Content-Type': 'application/json'},
-                        body: JSON.stringify({jsonrpc: '2.0', method: 'call', params: {action: action}})
-                    })
-                    .then(function(r) { return r.json(); })
-                    .then(function(data) {
-                        if (data.result &amp;&amp; data.result.success) {
-                            window.location.reload();
-                        } else {
-                            alert(data.result ? data.result.error : 'Error');
+                    btn.innerHTML = '<i class="fa fa-spinner fa-spin"></i> Getting location...';
+                    window.fusionGetLocation().then(function(coords) {
+                        btn.innerHTML = '<i class="fa fa-spinner fa-spin"></i> ...';
+                        fetch('/my/technician/task/' + taskId + '/action', {
+                            method: 'POST',
+                            headers: {'Content-Type': 'application/json'},
+                            body: JSON.stringify({jsonrpc: '2.0', method: 'call', params: {
+                                action: action,
+                                latitude: coords.latitude,
+                                longitude: coords.longitude,
+                                accuracy: coords.accuracy
+                            }})
+                        })
+                        .then(function(r) { return r.json(); })
+                        .then(function(data) {
+                            if (data.result &amp;&amp; data.result.success) {
+                                window.location.reload();
+                            } else {
+                                alert(data.result ? data.result.error : 'Error');
+                                btn.disabled = false;
+                                btn.innerHTML = origHtml;
+                            }
+                        })
+                        .catch(function() {
+                            alert('Network error. Please try again.');
                             btn.disabled = false;
-                            btn.innerHTML = '<i class="fa fa-road"></i> En Route';
-                        }
-                    })
-                    .catch(function() {
+                            btn.innerHTML = origHtml;
+                        });
+                    }).catch(function() {
+                        alert('Location access is required. Please enable GPS and try again.');
                         btn.disabled = false;
-                        btn.innerHTML = '<i class="fa fa-road"></i> En Route';
+                        btn.innerHTML = origHtml;
                     });
                 }
 
@@ -375,7 +525,7 @@
                                 <span class="ms-1"><t t-out="task.time_start_display"/></span>
                             </span>
                             <span>
-                                <i class="fa fa-user me-1"/><t t-out="task.partner_id.name or '-'"/>
+                                <i class="fa fa-user me-1"/><t t-out="task.client_display_name or '-'"/>
                             </span>
                         </div>
                         <div class="text-muted small mt-1">
@@ -462,19 +612,22 @@
                 <!-- ===== QUICK ACTIONS ROW ===== -->
                 <div class="tech-quick-actions mb-3">
                     <t t-if="task.get_google_maps_url()">
-                        <a t-att-href="task.get_google_maps_url()" class="tech-quick-btn" target="_blank">
+                        <a href="#" class="tech-quick-btn"
+                           t-att-data-nav-url="task.get_google_maps_url()"
+                           t-att-data-nav-addr="task.address_display or ''"
+                           onclick="openGoogleMapsNav(this); return false;">
                             <i class="fa fa-location-arrow"/>
                             <span>Navigate</span>
                         </a>
                     </t>
-                    <t t-if="task.partner_phone">
-                        <a t-attf-href="tel:#{task.partner_phone}" class="tech-quick-btn">
+                    <t t-if="task.client_display_phone">
+                        <a t-attf-href="tel:#{task.client_display_phone}" class="tech-quick-btn">
                             <i class="fa fa-phone"/>
                             <span>Call</span>
                         </a>
                     </t>
-                    <t t-if="task.partner_phone">
-                        <a t-attf-href="sms:#{task.partner_phone}" class="tech-quick-btn">
+                    <t t-if="task.client_display_phone">
+                        <a t-attf-href="sms:#{task.client_display_phone}" class="tech-quick-btn">
                             <i class="fa fa-comment"/>
                             <span>Text</span>
                         </a>
@@ -512,10 +665,10 @@
                             <i class="fa fa-user"/>
                         </div>
                         <div class="flex-grow-1">
-                            <div class="fw-semibold"><t t-out="task.partner_id.name or 'No client'"/></div>
-                            <t t-if="task.partner_phone">
-                                <a t-attf-href="tel:#{task.partner_phone}" class="text-muted small text-decoration-none">
-                                    <i class="fa fa-phone me-1"/><t t-out="task.partner_phone"/>
+                            <div class="fw-semibold"><t t-out="task.client_display_name or 'No client'"/></div>
+                            <t t-if="task.client_display_phone">
+                                <a t-attf-href="tel:#{task.client_display_phone}" class="text-muted small text-decoration-none">
+                                    <i class="fa fa-phone me-1"/><t t-out="task.client_display_phone"/>
                                 </a>
                             </t>
                         </div>
@@ -565,8 +718,8 @@
                     </div>
                 </t>
 
-                <!-- ===== POD (if required and linked to a sale order) ===== -->
-                <t t-if="task.pod_required and task.sale_order_id">
+                <!-- ===== POD (if required) ===== -->
+                <t t-if="task.pod_required">
                     <div class="tech-card mb-3">
                         <div class="d-flex align-items-center">
                             <div class="tech-card-icon bg-warning-subtle text-warning">
@@ -574,14 +727,16 @@
                             </div>
                             <div class="flex-grow-1">
                                 <div class="fw-semibold">Proof of Delivery</div>
-                                <t t-if="task.sale_order_id.x_fc_pod_signature">
+                                <t t-set="has_task_pod" t-value="bool(task.pod_signature)"/>
+                                <t t-set="has_order_pod" t-value="bool(task.sale_order_id and task.sale_order_id.x_fc_pod_signature)"/>
+                                <t t-if="has_task_pod or has_order_pod">
                                     <span class="text-success small d-block"><i class="fa fa-check me-1"/>Signature collected</span>
-                                    <a t-attf-href="/my/pod/#{task.sale_order_id.id}" class="btn btn-sm btn-outline-warning mt-1">
+                                    <a t-attf-href="/my/technician/task/#{task.id}/pod" class="btn btn-sm btn-outline-warning mt-1">
                                         <i class="fa fa-refresh me-1"/>Re-collect Signature
                                     </a>
                                 </t>
                                 <t t-else="">
-                                    <a t-attf-href="/my/pod/#{task.sale_order_id.id}" class="btn btn-sm btn-warning mt-1">
+                                    <a t-attf-href="/my/technician/task/#{task.id}/pod" class="btn btn-sm btn-warning mt-1">
                                         <i class="fa fa-pencil me-1"/>Collect Signature
                                     </a>
                                 </t>
@@ -693,10 +848,18 @@
                                 t-att-data-task-id="task.id">
                             <i class="fa fa-play"/>Start
                         </button>
+                        <button class="tech-action-btn tech-btn-complete"
+                                onclick="techCompleteTask(this)"
+                                t-att-data-task-id="task.id">
+                            <i class="fa fa-check-circle"/>Complete
+                        </button>
                     </t>
                     <t t-if="task.status == 'en_route'">
-                        <a t-if="task.get_google_maps_url()" t-att-href="task.get_google_maps_url()"
-                           class="tech-action-btn tech-btn-navigate" target="_blank">
+                        <a t-if="task.get_google_maps_url()"
+                           href="#" class="tech-action-btn tech-btn-navigate"
+                           t-att-data-nav-url="task.get_google_maps_url()"
+                           t-att-data-nav-addr="task.address_display or ''"
+                           onclick="openGoogleMapsNav(this); return false;">
                             <i class="fa fa-location-arrow"/>Navigate
                         </a>
                         <button class="tech-action-btn tech-btn-start"
@@ -704,6 +867,11 @@
                                 t-att-data-task-id="task.id">
                             <i class="fa fa-play"/>Start
                         </button>
+                        <button class="tech-action-btn tech-btn-complete"
+                                onclick="techCompleteTask(this)"
+                                t-att-data-task-id="task.id">
+                            <i class="fa fa-check-circle"/>Complete
+                        </button>
                     </t>
                     <t t-if="task.status == 'in_progress'">
                         <button class="tech-action-btn tech-btn-complete"
@@ -750,46 +918,78 @@
                 var recordingSeconds = 0;
 
                 function techTaskAction(btn, action) {
+                    var origHtml = btn.innerHTML;
                     btn.disabled = true;
-                    btn.innerHTML = '&lt;i class="fa fa-spinner fa-spin">&lt;/i>';
-                    fetch('/my/technician/task/' + taskId + '/action', {
-                        method: 'POST',
-                        headers: {'Content-Type': 'application/json'},
-                        body: JSON.stringify({jsonrpc: '2.0', method: 'call', params: {action: action}})
-                    })
-                    .then(function(r) { return r.json(); })
-                    .then(function(data) {
-                        if (data.result &amp;&amp; data.result.success) {
-                            window.location.reload();
-                        } else {
-                            alert(data.result ? data.result.error : 'Error');
+                    btn.innerHTML = '&lt;i class="fa fa-spinner fa-spin">&lt;/i> Getting location...';
+                    window.fusionGetLocation().then(function(coords) {
+                        btn.innerHTML = '&lt;i class="fa fa-spinner fa-spin">&lt;/i>';
+                        fetch('/my/technician/task/' + taskId + '/action', {
+                            method: 'POST',
+                            headers: {'Content-Type': 'application/json'},
+                            body: JSON.stringify({jsonrpc: '2.0', method: 'call', params: {
+                                action: action,
+                                latitude: coords.latitude,
+                                longitude: coords.longitude,
+                                accuracy: coords.accuracy
+                            }})
+                        })
+                        .then(function(r) { return r.json(); })
+                        .then(function(data) {
+                            if (data.result &amp;&amp; data.result.success) {
+                                window.location.reload();
+                            } else {
+                                alert(data.result ? data.result.error : 'Error');
+                                btn.disabled = false;
+                                btn.innerHTML = origHtml;
+                            }
+                        })
+                        .catch(function() {
+                            alert('Network error. Please try again.');
                             btn.disabled = false;
-                        }
+                            btn.innerHTML = origHtml;
+                        });
+                    }).catch(function() {
+                        alert('Location access is required. Please enable GPS and try again.');
+                        btn.disabled = false;
+                        btn.innerHTML = origHtml;
                     });
                 }
 
                 function techCompleteTask(btn) {
+                    var origHtml = btn.innerHTML;
                     btn.disabled = true;
-                    btn.innerHTML = '&lt;i class="fa fa-spinner fa-spin">&lt;/i> Completing...';
-                    fetch('/my/technician/task/' + taskId + '/action', {
-                        method: 'POST',
-                        headers: {'Content-Type': 'application/json'},
-                        body: JSON.stringify({jsonrpc: '2.0', method: 'call', params: {action: 'complete'}})
-                    })
-                    .then(function(r) { return r.json(); })
-                    .then(function(data) {
-                        if (data.result &amp;&amp; data.result.success) {
-                            showCompletionOverlay(data.result);
-                        } else {
-                            alert(data.result ? data.result.error : 'Error completing task');
+                    btn.innerHTML = '&lt;i class="fa fa-spinner fa-spin">&lt;/i> Getting location...';
+                    window.fusionGetLocation().then(function(coords) {
+                        btn.innerHTML = '&lt;i class="fa fa-spinner fa-spin">&lt;/i> Completing...';
+                        fetch('/my/technician/task/' + taskId + '/action', {
+                            method: 'POST',
+                            headers: {'Content-Type': 'application/json'},
+                            body: JSON.stringify({jsonrpc: '2.0', method: 'call', params: {
+                                action: 'complete',
+                                latitude: coords.latitude,
+                                longitude: coords.longitude,
+                                accuracy: coords.accuracy
+                            }})
+                        })
+                        .then(function(r) { return r.json(); })
+                        .then(function(data) {
+                            if (data.result &amp;&amp; data.result.success) {
+                                showCompletionOverlay(data.result);
+                            } else {
+                                alert(data.result ? data.result.error : 'Error completing task');
+                                btn.disabled = false;
+                                btn.innerHTML = origHtml;
+                            }
+                        })
+                        .catch(function(err) {
+                            alert('Network error. Please try again.');
                             btn.disabled = false;
-                            btn.innerHTML = '&lt;i class="fa fa-check-circle">&lt;/i> Complete Task';
-                        }
-                    })
-                    .catch(function(err) {
-                        alert('Network error. Please try again.');
+                            btn.innerHTML = origHtml;
+                        });
+                    }).catch(function() {
+                        alert('Location access is required. Please enable GPS and try again.');
                         btn.disabled = false;
-                        btn.innerHTML = '&lt;i class="fa fa-check-circle">&lt;/i> Complete Task';
+                        btn.innerHTML = origHtml;
                     });
                 }
 
@@ -1184,10 +1384,16 @@
                     btns.forEach(function(b){b.disabled = true;});
 
                     try {
+                        var coords = await window.fusionGetLocation();
                         var resp = await fetch('/my/technician/task/' + taskId + '/voice-complete', {
                             method: 'POST',
                             headers: {'Content-Type': 'application/json'},
-                            body: JSON.stringify({jsonrpc: '2.0', method: 'call', params: {transcription: text}})
+                            body: JSON.stringify({jsonrpc: '2.0', method: 'call', params: {
+                                transcription: text,
+                                latitude: coords.latitude,
+                                longitude: coords.longitude,
+                                accuracy: coords.accuracy
+                            }})
                         });
                         var data = await resp.json();
                         if (data.result &amp;&amp; data.result.success) {
@@ -1197,7 +1403,11 @@
                             btns.forEach(function(b){b.disabled = false;});
                         }
                     } catch (err) {
-                        alert('Error: ' + err.message);
+                        if (err instanceof GeolocationPositionError || err.code) {
+                            alert('Location access is required. Please enable GPS and try again.');
+                        } else {
+                            alert('Error: ' + err.message);
+                        }
                         btns.forEach(function(b){b.disabled = false;});
                     }
                 }
@@ -1271,15 +1481,15 @@
                                 </t>
                             </div>
                             <div class="mt-2">
-                                <strong><t t-out="task.partner_id.name or task.name"/></strong>
+                                <strong><t t-out="task.client_display_name or task.name"/></strong>
                             </div>
                             <div class="text-muted small">
                                 <i class="fa fa-map-marker me-1"/><t t-out="task.address_display or 'No address'"/>
                             </div>
-                            <t t-if="task.partner_phone">
+                            <t t-if="task.client_display_phone">
                                 <div class="small mt-1">
-                                    <a t-attf-href="tel:#{task.partner_phone}" class="text-decoration-none">
-                                        <i class="fa fa-phone me-1"/><t t-out="task.partner_phone"/>
+                                    <a t-attf-href="tel:#{task.client_display_phone}" class="text-decoration-none">
+                                        <i class="fa fa-phone me-1"/><t t-out="task.client_display_phone"/>
                                     </a>
                                 </div>
                             </t>
@@ -1353,7 +1563,7 @@
                                     <span t-attf-class="tech-badge tech-badge-#{task.task_type} me-1">
                                         <t t-out="dict(task._fields['task_type'].selection).get(task.task_type, '')"/>
                                     </span>
-                                    <t t-out="task.partner_id.name or task.name"/>
+                                    <t t-out="task.client_display_name or task.name"/>
                                 </div>
                                 <div class="tech-timeline-meta">
                                     <i class="fa fa-map-marker me-1"/><t t-out="task.address_city or 'No address'"/>
@@ -1384,7 +1594,7 @@
             <div class="container-fluid py-3">
                 <div class="d-flex justify-content-between align-items-center mb-3">
                     <h3><i class="fa fa-map-marker"/> Technician Locations</h3>
-                    <a href="/web#action=fusion_claims.action_technician_locations" class="btn btn-secondary btn-sm">
+                    <a href="/web#action=fusion_tasks.action_technician_locations" class="btn btn-secondary btn-sm">
                         <i class="fa fa-list"/> View History
                     </a>
                 </div>

fusion_authorizer_portal/views/portal_templates.xml

@@ -189,6 +189,89 @@
                         </div>
                     </t>
 
+                    <!-- My Schedule (All portal roles) -->
+                    <div class="col-md-6">
+                        <a href="/my/schedule" class="card h-100 border-0 shadow-sm text-decoration-none" style="border-radius: 12px; min-height: 100px;">
+                            <div class="card-body d-flex align-items-center p-4">
+                                <div class="me-3">
+                                    <div class="rounded-circle d-flex align-items-center justify-content-center" t-attf-style="width: 50px; height: 50px; background: {{fc_gradient}};">
+                                        <i class="fa fa-calendar-check-o fa-lg text-white"/>
+                                    </div>
+                                </div>
+                                <div>
+                                    <h5 class="mb-1 text-dark">My Schedule</h5>
+                                    <small class="text-muted">View and book appointments</small>
+                                </div>
+                            </div>
+                        </a>
+                    </div>
+
+                    <!-- Clock In/Out -->
+                    <t t-if="clock_enabled">
+                        <div class="col-md-6">
+                            <style>
+                                @keyframes hcPulseGreen {
+                                    0% { box-shadow: 0 0 0 0 rgba(16,185,129,0.5); }
+                                    70% { box-shadow: 0 0 0 14px rgba(16,185,129,0); }
+                                    100% { box-shadow: 0 0 0 0 rgba(16,185,129,0); }
+                                }
+                                @keyframes hcPulseRed {
+                                    0% { box-shadow: 0 0 0 0 rgba(239,68,68,0.5); }
+                                    70% { box-shadow: 0 0 0 14px rgba(239,68,68,0); }
+                                    100% { box-shadow: 0 0 0 0 rgba(239,68,68,0); }
+                                }
+                                .hc-btn-ring {
+                                    width: 56px; height: 56px; border-radius: 50%; border: none;
+                                    display: flex; align-items: center; justify-content: center;
+                                    flex-shrink: 0; pointer-events: none;
+                                }
+                                .hc-btn-ring--in {
+                                    background: #10b981;
+                                    animation: hcPulseGreen 2s ease-in-out infinite;
+                                }
+                                .hc-btn-ring--out {
+                                    background: #ef4444;
+                                    animation: hcPulseRed 2s ease-in-out infinite;
+                                }
+                                .hc-btn-ring i { color: #fff; font-size: 1.4rem; }
+                                .hc-btn-ring--in i { padding-left: 3px; }
+                                .hc-timer-badge {
+                                    display: inline-block; font-family: monospace; font-size: 0.75rem; font-weight: 700;
+                                    color: #10b981; background: rgba(16,185,129,0.1); border-radius: 20px;
+                                    padding: 2px 10px; letter-spacing: 0.05em;
+                                }
+                                .hc-clock-link { text-decoration: none; }
+                                .hc-clock-link:hover { text-decoration: none; }
+                                .hc-clock-link:hover .card { box-shadow: 0 4px 16px rgba(0,0,0,0.12) !important; }
+                                .hc-clock-link:active .hc-btn-ring { transform: scale(0.92); }
+                            </style>
+                            <a href="/my/clock" class="hc-clock-link"
+                               id="homeClockCard"
+                               t-att-data-checked-in="'true' if clock_checked_in else 'false'"
+                               t-att-data-check-in-time="clock_check_in_time or ''">
+                                <div class="card h-100 border-0 shadow-sm" style="border-radius: 12px; min-height: 100px;">
+                                    <div class="card-body d-flex align-items-center p-4">
+                                        <div class="me-3">
+                                            <div t-attf-class="hc-btn-ring #{clock_checked_in and 'hc-btn-ring--out' or 'hc-btn-ring--in'}">
+                                                <i t-attf-class="fa #{clock_checked_in and 'fa-stop' or 'fa-play'}"/>
+                                            </div>
+                                        </div>
+                                        <div style="min-width: 0;">
+                                            <h5 class="mb-0 text-dark" id="homeClockStatus">
+                                                <t t-if="clock_checked_in">Clocked In</t>
+                                                <t t-else="">Clock In</t>
+                                            </h5>
+                                            <div id="homeClockTimer">
+                                                <t t-if="clock_checked_in"><span class="hc-timer-badge">00:00:00</span></t>
+                                                <t t-else=""><small class="text-muted">Tap to start your shift</small></t>
+                                            </div>
+                                        </div>
+                                    </div>
+                                </div>
+                            </a>
+                        </div>
+                    </t>
+
                     <!-- Funding Claims (Clients/Authorizers) -->
                     <t t-if="request.env.user.partner_id.is_client_portal or request.env.user.partner_id.is_authorizer">
                         <div class="col-md-6">
@@ -251,6 +334,28 @@
                         </div>
                     </div>
                 </div>
+
+            <!-- Home Clock Timer (display only, links to /my/clock) -->
+            <script type="text/javascript">
+                (function() {
+                    var card = document.getElementById('homeClockCard');
+                    if (!card) return;
+                    var isCheckedIn = card.dataset.checkedIn === 'true';
+                    var checkInTime = card.dataset.checkInTime ? new Date(card.dataset.checkInTime + 'Z') : null;
+                    if (!isCheckedIn || !checkInTime) return;
+
+                    function pad(n) { return n &lt; 10 ? '0' + n : '' + n; }
+                    var badge = document.querySelector('#homeClockTimer .hc-timer-badge');
+                    if (!badge) return;
+
+                    function tick() {
+                        var diff = Math.max(0, Math.floor((new Date() - checkInTime) / 1000));
+                        badge.textContent = pad(Math.floor(diff / 3600)) + ':' + pad(Math.floor((diff % 3600) / 60)) + ':' + pad(diff % 60);
+                    }
+                    tick();
+                    setInterval(tick, 1000);
+                })();
+            </script>
             </t>
         </xpath>
     </template>
@@ -1087,6 +1192,41 @@
                     </div>
                 </div>
 
+                <!-- Clock In/Out -->
+                <t t-if="clock_enabled">
+                    <div class="tech-clock-card mb-3"
+                         id="techClockCard"
+                         t-att-data-checked-in="'true' if clock_checked_in else 'false'"
+                         t-att-data-check-in-time="clock_check_in_time or ''">
+                        <div class="d-flex align-items-center justify-content-between">
+                            <div class="d-flex align-items-center gap-2">
+                                <div class="tech-clock-dot" t-att-class="'tech-clock-dot--active' if clock_checked_in else ''"/>
+                                <div>
+                                    <div class="tech-clock-status" id="clockStatusText">
+                                        <t t-if="clock_checked_in">Clocked In</t>
+                                        <t t-else="">Not Clocked In</t>
+                                    </div>
+                                    <div class="tech-clock-timer" id="clockTimer">00:00:00</div>
+                                </div>
+                            </div>
+                            <button class="tech-clock-btn" id="clockActionBtn"
+                                    t-att-class="'tech-clock-btn--out' if clock_checked_in else 'tech-clock-btn--in'"
+                                    onclick="handleClockAction()">
+                                <t t-if="clock_checked_in">
+                                    <i class="fa fa-stop-circle-o"/> Clock Out
+                                </t>
+                                <t t-else="">
+                                    <i class="fa fa-play-circle-o"/> Clock In
+                                </t>
+                            </button>
+                        </div>
+                        <div class="tech-clock-error" id="clockError" style="display:none;">
+                            <i class="fa fa-exclamation-triangle"/>
+                            <span id="clockErrorText"/>
+                        </div>
+                    </div>
+                </t>
+
                 <!-- Stats Cards - 2x2 on mobile, 4 columns on desktop -->
                 <div class="row mb-3 g-2">
                     <div class="col-6 col-md-3">
@@ -1377,6 +1517,113 @@
             <!-- Include loaner modals -->
             <t t-call="fusion_authorizer_portal.loaner_checkout_modal"/>
             <t t-call="fusion_authorizer_portal.loaner_return_modal"/>
+
+            <!-- Clock In/Out JS -->
+            <script type="text/javascript">
+                (function() {
+                    var card = document.getElementById('techClockCard');
+                    if (!card) return;
+
+                    var isCheckedIn = card.dataset.checkedIn === 'true';
+                    var checkInTime = card.dataset.checkInTime ? new Date(card.dataset.checkInTime + 'Z') : null;
+                    var timerInterval = null;
+
+                    function updateTimer() {
+                        if (!checkInTime) return;
+                        var diff = Math.max(0, Math.floor((new Date() - checkInTime) / 1000));
+                        var h = Math.floor(diff / 3600);
+                        var m = Math.floor((diff % 3600) / 60);
+                        var s = diff % 60;
+                        var pad = function(n) { return n &lt; 10 ? '0' + n : '' + n; };
+                        document.getElementById('clockTimer').textContent = pad(h) + ':' + pad(m) + ':' + pad(s);
+                    }
+
+                    function startTimer() { stopTimer(); updateTimer(); timerInterval = setInterval(updateTimer, 1000); }
+                    function stopTimer() { if (timerInterval) { clearInterval(timerInterval); timerInterval = null; } }
+
+                    function applyState() {
+                        var dot = card.querySelector('.tech-clock-dot');
+                        var statusEl = document.getElementById('clockStatusText');
+                        var btn = document.getElementById('clockActionBtn');
+                        var timerEl = document.getElementById('clockTimer');
+                        if (dot) dot.className = 'tech-clock-dot' + (isCheckedIn ? ' tech-clock-dot--active' : '');
+                        if (statusEl) statusEl.textContent = isCheckedIn ? 'Clocked In' : 'Not Clocked In';
+                        if (btn) {
+                            btn.className = 'tech-clock-btn ' + (isCheckedIn ? 'tech-clock-btn--out' : 'tech-clock-btn--in');
+                            btn.innerHTML = isCheckedIn
+                                ? '&lt;i class="fa fa-stop-circle-o">&lt;/i> Clock Out'
+                                : '&lt;i class="fa fa-play-circle-o">&lt;/i> Clock In';
+                        }
+                        if (!isCheckedIn &amp;&amp; timerEl) timerEl.textContent = '00:00:00';
+                    }
+
+                    if (isCheckedIn &amp;&amp; checkInTime) startTimer();
+
+                    window.handleClockAction = function() {
+                        var btn = document.getElementById('clockActionBtn');
+                        var errEl = document.getElementById('clockError');
+                        var errText = document.getElementById('clockErrorText');
+                        btn.disabled = true;
+                        errEl.style.display = 'none';
+
+                        function doClockAction(lat, lng, acc) {
+                            fetch('/fusion_clock/clock_action', {
+                                method: 'POST',
+                                headers: {'Content-Type': 'application/json'},
+                                body: JSON.stringify({jsonrpc: '2.0', method: 'call', params: {
+                                    latitude: lat, longitude: lng, accuracy: acc, source: 'portal'
+                                }})
+                            })
+                            .then(function(r) { return r.json(); })
+                            .then(function(data) {
+                                var result = data.result || {};
+                                if (result.error) {
+                                    errText.textContent = result.error;
+                                    errEl.style.display = 'flex';
+                                    btn.disabled = false;
+                                    return;
+                                }
+                                if (result.action === 'clock_in') {
+                                    isCheckedIn = true;
+                                    checkInTime = new Date(result.check_in + 'Z');
+                                    startTimer();
+                                } else {
+                                    isCheckedIn = false;
+                                    checkInTime = null;
+                                    stopTimer();
+                                }
+                                applyState();
+                                btn.disabled = false;
+                            })
+                            .catch(function() {
+                                errText.textContent = 'Network error. Please try again.';
+                                errEl.style.display = 'flex';
+                                btn.disabled = false;
+                            });
+                        }
+
+                        if (window.fusionGetLocation) {
+                            window.fusionGetLocation().then(function(coords) {
+                                doClockAction(coords.latitude, coords.longitude, coords.accuracy);
+                            }).catch(function() {
+                                errText.textContent = 'Location access is required for clock in/out.';
+                                errEl.style.display = 'flex';
+                                btn.disabled = false;
+                            });
+                        } else if (navigator.geolocation) {
+                            navigator.geolocation.getCurrentPosition(function(pos) {
+                                doClockAction(pos.coords.latitude, pos.coords.longitude, pos.coords.accuracy);
+                            }, function() {
+                                errText.textContent = 'Location access is required for clock in/out.';
+                                errEl.style.display = 'flex';
+                                btn.disabled = false;
+                            }, {enableHighAccuracy: true, timeout: 15000});
+                        } else {
+                            doClockAction(0, 0, 0);
+                        }
+                    };
+                })();
+            </script>
         </t>
     </template>
 
@@ -3699,4 +3946,232 @@
         </t>
     </template>
 
+    <!-- ============================================================ -->
+    <!-- TASK-LEVEL POD SIGNATURE (works for shadow + regular tasks)  -->
+    <!-- ============================================================ -->
+    <template id="portal_task_pod_signature" name="Task POD Signature Capture">
+        <t t-call="portal.portal_layout">
+            <t t-set="breadcrumbs_searchbar" t-value="False"/>
+            <t t-set="no_breadcrumbs" t-value="True"/>
+
+            <div class="container mt-3">
+                <nav aria-label="breadcrumb">
+                    <ol class="breadcrumb mb-0">
+                        <li class="breadcrumb-item"><a href="/my/home">Home</a></li>
+                        <li class="breadcrumb-item"><a href="/my/technician">Dashboard</a></li>
+                        <li class="breadcrumb-item"><a href="/my/technician/tasks">Tasks</a></li>
+                        <li class="breadcrumb-item"><a t-attf-href="/my/technician/task/#{task.id}"><t t-out="task.name"/></a></li>
+                        <li class="breadcrumb-item active" aria-current="page">Collect POD Signature</li>
+                    </ol>
+                </nav>
+            </div>
+
+            <div class="container py-4">
+                <div class="row mb-4">
+                    <div class="col-12">
+                        <h2>
+                            <i class="fa fa-pencil-square-o me-2"/>
+                            Proof of Delivery - <t t-out="task.name"/>
+                        </h2>
+                    </div>
+                </div>
+
+                <div class="row">
+                    <div class="col-lg-7">
+                        <div class="card mb-4">
+                            <div class="card-header bg-primary text-white">
+                                <h5 class="mb-0"><i class="fa fa-truck me-2"/>Delivery Summary</h5>
+                            </div>
+                            <div class="card-body">
+                                <div class="row">
+                                    <div class="col-md-6">
+                                        <p><strong>Client:</strong> <t t-out="task.client_display_name or 'N/A'"/></p>
+                                        <p><strong>Task:</strong> <t t-out="task.name"/></p>
+                                        <p><strong>Type:</strong>
+                                            <t t-out="dict(task._fields['task_type'].selection).get(task.task_type, '')"/>
+                                        </p>
+                                    </div>
+                                    <div class="col-md-6">
+                                        <p><strong>Delivery Address:</strong></p>
+                                        <p class="mb-0 text-muted">
+                                            <t t-out="task.address_display or 'No address'"/>
+                                        </p>
+                                        <t t-if="task.scheduled_date">
+                                            <p class="mt-2"><strong>Scheduled:</strong>
+                                                <t t-out="task.scheduled_date" t-options="{'widget': 'date'}"/>
+                                                <t t-out="task.time_start_display"/> - <t t-out="task.time_end_display"/>
+                                            </p>
+                                        </t>
+                                    </div>
+                                </div>
+                            </div>
+                        </div>
+                    </div>
+
+                    <div class="col-lg-5">
+                        <div class="card" id="task-pod-signature-section">
+                            <div class="card-header bg-success text-white">
+                                <h5 class="mb-0"><i class="fa fa-pencil me-2"/>Client Signature</h5>
+                            </div>
+                            <div class="card-body">
+                                <t t-if="has_existing_signature">
+                                    <div class="alert alert-warning">
+                                        <i class="fa fa-exclamation-triangle me-2"/>
+                                        A signature has already been collected. Submitting a new one will replace it.
+                                    </div>
+                                </t>
+
+                                <form id="taskPodSignatureForm">
+                                    <div class="mb-3">
+                                        <label for="task_client_name" class="form-label">
+                                            Client Name <span class="text-danger">*</span>
+                                        </label>
+                                        <input type="text" class="form-control" id="task_client_name"
+                                               name="client_name" required=""
+                                               t-att-value="task.pod_client_name or task.client_display_name or ''"
+                                               placeholder="Enter the client's full name"/>
+                                    </div>
+
+                                    <div class="mb-3">
+                                        <label for="task_signature_date" class="form-label">Signature Date</label>
+                                        <input type="date" class="form-control" id="task_signature_date" name="signature_date"/>
+                                        <script>document.getElementById('task_signature_date').value = new Date().toISOString().slice(0,10);</script>
+                                    </div>
+
+                                    <div class="mb-3">
+                                        <label class="form-label">Signature <span class="text-danger">*</span></label>
+                                        <div class="border rounded p-2 bg-white">
+                                            <canvas id="task-signature-canvas"
+                                                    style="width:100%;height:200px;border:1px dashed #ccc;border-radius:4px;touch-action:none;">
+                                            </canvas>
+                                        </div>
+                                        <div class="d-flex justify-content-between mt-2">
+                                            <small class="text-muted">Draw signature above</small>
+                                            <button type="button" class="btn btn-sm btn-outline-secondary"
+                                                    onclick="clearTaskSignature()">
+                                                <i class="fa fa-eraser me-1"/>Clear
+                                            </button>
+                                        </div>
+                                    </div>
+
+                                    <div class="d-grid gap-2">
+                                        <button type="button" class="btn btn-success btn-lg"
+                                                onclick="submitTaskPODSignature()">
+                                            <i class="fa fa-check me-2"/>Submit Signature
+                                        </button>
+                                        <a t-attf-href="/my/technician/task/#{task.id}" class="btn btn-outline-secondary">Cancel</a>
+                                    </div>
+                                </form>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+            </div>
+
+            <style>
+                .tpod-overlay { display:none; position:fixed; top:0; left:0; width:100%; height:100%;
+                    background:rgba(0,0,0,0.65); backdrop-filter:blur(4px); -webkit-backdrop-filter:blur(4px);
+                    z-index:9999; align-items:center; justify-content:center; }
+                .tpod-overlay.show { display:flex; }
+                .tpod-overlay-card { background:#fff; border-radius:20px; padding:2.5rem 2rem;
+                    max-width:420px; width:90%; text-align:center; animation:tpodSlideUp 0.3s ease;
+                    box-shadow:0 8px 32px rgba(0,0,0,0.2); }
+                .tpod-overlay-icon { font-size:3.5rem; margin-bottom:1rem; }
+                @keyframes tpodSlideUp { from { opacity:0; transform:translateY(30px); } to { opacity:1; transform:translateY(0); } }
+            </style>
+            <div id="taskPodOverlay" class="tpod-overlay">
+                <div class="tpod-overlay-card">
+                    <div class="tpod-overlay-icon" id="tpodIcon"></div>
+                    <h4 id="tpodTitle" style="font-weight:700;"></h4>
+                    <p id="tpodMsg" style="color:#6c757d;margin-bottom:1.5rem;"></p>
+                    <div id="tpodActions"></div>
+                </div>
+            </div>
+
+            <script type="text/javascript">
+                var tCanvas, tCtx, tIsDrawing = false;
+
+                function showTaskPodOverlay(type, title, msg, url) {
+                    var ov = document.getElementById('taskPodOverlay');
+                    document.getElementById('tpodIcon').innerHTML = type === 'success'
+                        ? '&lt;i class="fa fa-check-circle text-success">&lt;/i>'
+                        : '&lt;i class="fa fa-exclamation-circle text-danger">&lt;/i>';
+                    document.getElementById('tpodTitle').textContent = title;
+                    document.getElementById('tpodTitle').className = type === 'success' ? 'text-success' : 'text-danger';
+                    document.getElementById('tpodMsg').textContent = msg;
+                    var acts = document.getElementById('tpodActions');
+                    if (type === 'success' &amp;&amp; url) {
+                        acts.innerHTML = '&lt;a href="' + url + '" class="btn btn-success w-100 rounded-pill mb-2">Continue&lt;/a>' +
+                            '&lt;p class="text-muted small mb-0">Redirecting in &lt;span id="tpodCD">3&lt;/span>s...&lt;/p>';
+                        ov.classList.add('show');
+                        var s = 3, t = setInterval(function() { s--; var c = document.getElementById('tpodCD');
+                            if (c) c.textContent = s; if (s &lt;= 0) { clearInterval(t); window.location.href = url; } }, 1000);
+                    } else {
+                        acts.innerHTML = '&lt;button class="btn btn-outline-secondary w-100 rounded-pill" onclick="document.getElementById(\'taskPodOverlay\').classList.remove(\'show\')">OK&lt;/button>';
+                        ov.classList.add('show');
+                    }
+                }
+
+                document.addEventListener('DOMContentLoaded', function() {
+                    tCanvas = document.getElementById('task-signature-canvas');
+                    if (!tCanvas) return;
+                    tCtx = tCanvas.getContext('2d');
+                    var r = tCanvas.getBoundingClientRect();
+                    tCanvas.width = r.width * 2; tCanvas.height = r.height * 2;
+                    tCtx.scale(2, 2); tCtx.lineCap = 'round'; tCtx.lineJoin = 'round';
+                    tCtx.lineWidth = 2; tCtx.strokeStyle = '#000';
+                    tCanvas.addEventListener('mousedown', tStart);
+                    tCanvas.addEventListener('mousemove', tDraw);
+                    tCanvas.addEventListener('mouseup', tStop);
+                    tCanvas.addEventListener('mouseout', tStop);
+                    tCanvas.addEventListener('touchstart', function(e) { e.preventDefault(); tStart(e); }, {passive:false});
+                    tCanvas.addEventListener('touchmove', function(e) { e.preventDefault(); tDraw(e); }, {passive:false});
+                    tCanvas.addEventListener('touchend', tStop);
+                    var sec = document.getElementById('task-pod-signature-section');
+                    if (sec) setTimeout(function() { sec.scrollIntoView({behavior:'smooth', block:'start'}); }, 300);
+                });
+
+                function tPos(e) {
+                    var r = tCanvas.getBoundingClientRect();
+                    if (e.touches) return { x: e.touches[0].clientX - r.left, y: e.touches[0].clientY - r.top };
+                    return { x: e.clientX - r.left, y: e.clientY - r.top };
+                }
+                function tStart(e) { tIsDrawing = true; var p = tPos(e); tCtx.beginPath(); tCtx.moveTo(p.x, p.y); }
+                function tDraw(e) { if (!tIsDrawing) return; var p = tPos(e); tCtx.lineTo(p.x, p.y); tCtx.stroke(); }
+                function tStop() { tIsDrawing = false; }
+                function clearTaskSignature() { if (tCtx) tCtx.clearRect(0, 0, tCanvas.width, tCanvas.height); }
+
+                function submitTaskPODSignature() {
+                    var name = document.getElementById('task_client_name').value.trim();
+                    var sigDate = document.getElementById('task_signature_date').value;
+                    if (!name) { showTaskPodOverlay('error', 'Missing Information', 'Please enter the client name.'); return; }
+                    var blank = document.createElement('canvas');
+                    blank.width = tCanvas.width; blank.height = tCanvas.height;
+                    if (tCanvas.toDataURL() === blank.toDataURL()) {
+                        showTaskPodOverlay('error', 'Missing Signature', 'Please draw a signature before submitting.'); return;
+                    }
+                    var sigData = tCanvas.toDataURL('image/png');
+                    var btn = document.querySelector('button[onclick="submitTaskPODSignature()"]');
+                    var orig = btn.innerHTML; btn.innerHTML = '&lt;i class="fa fa-spinner fa-spin me-2">&lt;/i>Saving...'; btn.disabled = true;
+                    fetch('<t t-out="'/my/technician/task/' + str(task.id) + '/pod/sign'"/>', {
+                        method: 'POST', headers: {'Content-Type': 'application/json'},
+                        body: JSON.stringify({ jsonrpc:'2.0', method:'call',
+                            params: { client_name: name, signature_data: sigData, signature_date: sigDate || null },
+                            id: Math.floor(Math.random()*1000000) })
+                    }).then(function(r) { return r.json(); }).then(function(d) {
+                        if (d.result &amp;&amp; d.result.success) {
+                            showTaskPodOverlay('success', 'Signature Saved!', 'Proof of Delivery recorded.', d.result.redirect_url);
+                        } else {
+                            showTaskPodOverlay('error', 'Error', d.result?.error || 'Unknown error');
+                            btn.innerHTML = orig; btn.disabled = false;
+                        }
+                    }).catch(function() {
+                        showTaskPodOverlay('error', 'Connection Error', 'Please check your connection.');
+                        btn.innerHTML = orig; btn.disabled = false;
+                    });
+                }
+            </script>
+        </t>
+    </template>
+
 </odoo>

fusion_claims/__init__.py

@@ -4,7 +4,6 @@
 # Part of the Fusion Claim Assistant product family.
 
 from . import models
-from . import controllers
 from . import wizard
 
 

fusion_claims/__manifest__.py

@@ -103,7 +103,6 @@
         'views/res_company_views.xml',
         'views/res_config_settings_views.xml',
         'views/sale_order_views.xml',
-        'views/sale_portal_templates.xml',
         'views/account_move_views.xml',
         'views/account_journal_views.xml',
         'wizard/adp_export_wizard_views.xml',
@@ -129,17 +128,12 @@
         'wizard/odsp_submit_to_odsp_wizard_views.xml',
         'wizard/odsp_pre_approved_wizard_views.xml',
         'wizard/odsp_ready_delivery_wizard_views.xml',
-        'wizard/ltc_repair_create_so_wizard_views.xml',
         'wizard/send_page11_wizard_views.xml',
         'views/res_partner_views.xml',
         'views/pdf_template_inherit_views.xml',
         'views/dashboard_views.xml',
         'views/client_profile_views.xml',
         'wizard/xml_import_wizard_views.xml',
-        'views/ltc_facility_views.xml',
-        'views/ltc_repair_views.xml',
-        'views/ltc_cleanup_views.xml',
-        'views/ltc_form_submission_views.xml',
         'views/adp_claims_views.xml',
         'views/submission_history_views.xml',
         'views/fusion_loaner_views.xml',
@@ -149,7 +143,6 @@
         'report/report_templates.xml',
         'report/sale_report_portrait.xml',
         'report/sale_report_landscape.xml',
-        'report/sale_report_ltc_repair.xml',
         'report/invoice_report_portrait.xml',
         'report/invoice_report_landscape.xml',
         'report/report_proof_of_delivery.xml',
@@ -161,9 +154,6 @@
         'report/report_accessibility_contract.xml',
         'report/report_mod_quotation.xml',
         'report/report_mod_invoice.xml',
-        'data/ltc_data.xml',
-        'report/report_ltc_nursing_station.xml',
-        'data/ltc_report_data.xml',
         'data/mail_template_data.xml',
         'data/ai_agent_data.xml',
     ],

fusion_claims/controllers/__init__.py

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

fusion_claims/controllers/portal.py

@@ -1,157 +0,0 @@
-# -*- coding: utf-8 -*-
-# Copyright 2024-2025 Nexa Systems Inc.
-# License OPL-1 (Odoo Proprietary License v1.0)
-# Part of the Fusion Claim Assistant product family.
-
-import binascii
-
-from odoo import fields, http, _
-from odoo.exceptions import AccessError, MissingError
-from odoo.http import request
-from odoo.addons.sale.controllers.portal import CustomerPortal
-
-
-class FusionCustomerPortal(CustomerPortal):
-
-    def _is_adp_order(self, order_sudo):
-        return (
-            hasattr(order_sudo, '_is_adp_sale')
-            and order_sudo._is_adp_sale()
-        )
-
-    def _is_adp_reg(self, order_sudo):
-        return self._is_adp_order(order_sudo) and order_sudo.x_fc_client_type == 'REG'
-
-    def _get_adp_payable(self, order_sudo):
-        if self._is_adp_reg(order_sudo):
-            return order_sudo.x_fc_client_portion_total or 0
-        return order_sudo.amount_total
-
-    # ------------------------------------------------------------------
-    # View Details: render ADP landscape report for ADP orders
-    # ------------------------------------------------------------------
-    @http.route()
-    def portal_order_page(
-        self, order_id, report_type=None, access_token=None,
-        message=False, download=False, payment_amount=None,
-        amount_selection=None, **kw
-    ):
-        if report_type in ('html', 'pdf', 'text'):
-            try:
-                order_sudo = self._document_check_access(
-                    'sale.order', order_id, access_token=access_token,
-                )
-            except (AccessError, MissingError):
-                return request.redirect('/my')
-
-            if self._is_adp_order(order_sudo):
-                return self._show_report(
-                    model=order_sudo,
-                    report_type=report_type,
-                    report_ref='fusion_claims.action_report_saleorder_landscape',
-                    download=download,
-                )
-
-        return super().portal_order_page(
-            order_id,
-            report_type=report_type,
-            access_token=access_token,
-            message=message,
-            download=download,
-            payment_amount=payment_amount,
-            amount_selection=amount_selection,
-            **kw,
-        )
-
-    # ------------------------------------------------------------------
-    # Payment amount overrides
-    # ------------------------------------------------------------------
-    def _determine_is_down_payment(self, order_sudo, amount_selection, payment_amount):
-        if self._is_adp_reg(order_sudo):
-            payable = self._get_adp_payable(order_sudo)
-            if amount_selection == 'down_payment':
-                return True
-            elif amount_selection == 'full_amount':
-                return False
-            return (
-                order_sudo.prepayment_percent < 1.0 if payment_amount is None
-                else payment_amount < payable
-            )
-        return super()._determine_is_down_payment(order_sudo, amount_selection, payment_amount)
-
-    def _get_payment_values(self, order_sudo, is_down_payment=False, payment_amount=None, **kwargs):
-        values = super()._get_payment_values(
-            order_sudo,
-            is_down_payment=is_down_payment,
-            payment_amount=payment_amount,
-            **kwargs,
-        )
-        if not self._is_adp_reg(order_sudo):
-            return values
-
-        client_portion = self._get_adp_payable(order_sudo)
-        if client_portion <= 0:
-            return values
-
-        current_amount = values.get('amount', 0)
-        if current_amount > client_portion:
-            values['amount'] = order_sudo.currency_id.round(client_portion)
-        return values
-
-    # ------------------------------------------------------------------
-    # Signature: attach ADP report instead of default Odoo quotation
-    # ------------------------------------------------------------------
-    @http.route()
-    def portal_quote_accept(self, order_id, access_token=None, name=None, signature=None):
-        access_token = access_token or request.httprequest.args.get('access_token')
-        try:
-            order_sudo = self._document_check_access('sale.order', order_id, access_token=access_token)
-        except (AccessError, MissingError):
-            return {'error': _('Invalid order.')}
-
-        if not order_sudo._has_to_be_signed():
-            return {'error': _('The order is not in a state requiring customer signature.')}
-        if not signature:
-            return {'error': _('Signature is missing.')}
-
-        try:
-            order_sudo.write({
-                'signed_by': name,
-                'signed_on': fields.Datetime.now(),
-                'signature': signature,
-            })
-            request.env.cr.flush()
-        except (TypeError, binascii.Error):
-            return {'error': _('Invalid signature data.')}
-
-        if not order_sudo._has_to_be_paid():
-            order_sudo._validate_order()
-
-        if self._is_adp_order(order_sudo):
-            report_ref = 'fusion_claims.action_report_saleorder_landscape'
-        else:
-            report_ref = 'sale.action_report_saleorder'
-
-        pdf = request.env['ir.actions.report'].sudo()._render_qweb_pdf(
-            report_ref, [order_sudo.id]
-        )[0]
-
-        order_sudo.message_post(
-            attachments=[('%s.pdf' % order_sudo.name, pdf)],
-            author_id=(
-                order_sudo.partner_id.id
-                if request.env.user._is_public()
-                else request.env.user.partner_id.id
-            ),
-            body=_('Order signed by %s', name),
-            message_type='comment',
-            subtype_xmlid='mail.mt_comment',
-        )
-
-        query_string = '&message=sign_ok'
-        if order_sudo._has_to_be_paid():
-            query_string += '&allow_payment=yes'
-        return {
-            'force_refresh': True,
-            'redirect_url': order_sudo.get_portal_url(query_string=query_string),
-        }

fusion_claims/data/ai_agent_data.xml

@@ -26,7 +26,7 @@ ai['result'] = record._fc_tool_search_clients(search_term, city_filter, conditio
         <field name="code">
 ai['result'] = record._fc_tool_client_details(profile_id)
         </field>
-        <field name="ai_tool_description">Get detailed information about a specific client profile including personal info, medical status, benefits, claims history, ADP application history, funding history with invoice status, and previously funded devices. Requires profile_id from a previous search.</field>
+        <field name="ai_tool_description">Get detailed information about a specific client profile including personal info, medical status, benefits, claims history, and ADP application history. Requires profile_id from a previous search.</field>
         <field name="ai_tool_schema">{"type": "object", "properties": {"profile_id": {"type": "number", "description": "ID of the client profile to get details for"}}, "required": ["profile_id"]}</field>
     </record>
 
@@ -39,75 +39,21 @@ ai['result'] = record._fc_tool_client_details(profile_id)
         <field name="code">
 ai['result'] = record._fc_tool_claims_stats()
         </field>
-        <field name="ai_tool_description">Get aggregated statistics about Fusion Claims data: total profiles, total orders, breakdown by sale type with amounts, breakdown by ADP workflow status, and top cities by client count. No parameters needed.</field>
+        <field name="ai_tool_description">Get aggregated statistics about Fusion Claims data: total profiles, total orders, breakdown by sale type, breakdown by workflow status, and top cities by client count. No parameters needed.</field>
         <field name="ai_tool_schema">{"type": "object", "properties": {}, "required": []}</field>
     </record>
 
-    <!-- Tool 4: Client Status Lookup (by name) -->
-    <record id="ai_tool_client_status" model="ir.actions.server">
-        <field name="name">Fusion: Client Status Lookup</field>
-        <field name="state">code</field>
-        <field name="use_in_ai" eval="True"/>
-        <field name="model_id" ref="ai.model_ai_agent"/>
-        <field name="code">
-ai['result'] = record._fc_tool_client_status(client_name)
-        </field>
-        <field name="ai_tool_description">Look up a client's complete status by name. Returns all their orders with current ADP status, invoice details (ADP and client portions, paid/unpaid), document checklist, funding warnings, and recommended next steps for each order. Use this when someone asks "what's the status of [name]" or "how is [name]'s case going".</field>
-        <field name="ai_tool_schema">{"type": "object", "properties": {"client_name": {"type": "string", "description": "The client's name (first name, last name, or full name) to look up"}}, "required": ["client_name"]}</field>
-    </record>
-
-    <!-- Tool 5: ADP Billing Period Summary -->
-    <record id="ai_tool_adp_billing" model="ir.actions.server">
-        <field name="name">Fusion: ADP Billing Period</field>
-        <field name="state">code</field>
-        <field name="use_in_ai" eval="True"/>
-        <field name="model_id" ref="ai.model_ai_agent"/>
-        <field name="code">
-ai['result'] = record._fc_tool_adp_billing_period(period)
-        </field>
-        <field name="ai_tool_description">Get ADP billing summary for a posting period. Shows total invoiced amount to ADP, paid vs unpaid amounts, number of orders billed, submission deadline, and expected payment date. Use when asked about ADP billing, posting, or invoicing for a period.</field>
-        <field name="ai_tool_schema">{"type": "object", "properties": {"period": {"type": "string", "description": "Which period to query: 'current' (default), 'previous', 'next', or a specific date in YYYY-MM-DD format"}}, "required": []}</field>
-    </record>
-
-    <!-- Tool 6: Demographics & Analytics -->
-    <record id="ai_tool_demographics" model="ir.actions.server">
-        <field name="name">Fusion: Demographics &amp; Analytics</field>
-        <field name="state">code</field>
-        <field name="use_in_ai" eval="True"/>
-        <field name="model_id" ref="ai.model_ai_agent"/>
-        <field name="code">
-ai['result'] = record._fc_tool_demographics(analysis_type, city_filter, sale_type_filter)
-        </field>
-        <field name="ai_tool_description">Run demographic and analytical queries on client data. Returns age group breakdowns, device popularity by age, city demographics with average age and funding, benefit type analysis, top devices with average client age, and overall funding summaries. Use for questions like "average applications by age group", "what devices do clients over 75 use", "demographics by city", "how old are our clients on average".</field>
-        <field name="ai_tool_schema">{"type": "object", "properties": {"analysis_type": {"type": "string", "description": "Type of analysis: 'full' (all reports), 'age_groups' (clients/apps by age), 'devices_by_age' (device popularity per age bracket), 'city_demographics' (per-city stats with avg age), 'benefits' (benefit type breakdown), 'top_devices' (most popular devices with avg client age), 'funding_summary' (overall totals and averages)"}, "city_filter": {"type": "string", "description": "Optional: filter city demographics to a specific city"}, "sale_type_filter": {"type": "string", "description": "Optional: filter by sale type (adp, odsp, wsib, etc.)"}}, "required": []}</field>
-    </record>
-
     <!-- ================================================================= -->
-    <!-- AI TOPIC (references all tools)                                   -->
+    <!-- AI TOPIC (references tools above)                                 -->
     <!-- ================================================================= -->
     <record id="ai_topic_client_intelligence" model="ai.topic">
         <field name="name">Fusion Claims Client Intelligence</field>
-        <field name="description">Query client profiles, ADP claims, funding history, billing periods, demographics, and device information.</field>
-        <field name="instructions">You help users find information about ADP clients, claims, medical conditions, devices, funding history, billing periods, and demographics. Use the Fusion tools to query data.
-
-Common questions and which tool to use:
-- "What is the status of [name]?" -> Use Client Status Lookup (Tool 4)
-- "What is the ADP billing for this period?" -> Use ADP Billing Period (Tool 5)
-- "Tell me about [name]'s funding history" -> Use Client Status Lookup first, then Client Details for more depth
-- "How many claims do we have?" -> Use Claims Statistics (Tool 3)
-- "Find clients in [city]" -> Use Search Client Profiles (Tool 1)
-- "Average applications by age group" -> Use Demographics (Tool 6) with analysis_type="age_groups"
-- "What devices do seniors use?" -> Use Demographics (Tool 6) with analysis_type="devices_by_age"
-- "What is the average age of our clients?" -> Use Demographics (Tool 6) with analysis_type="funding_summary"
-- "Show demographics for Brampton" -> Use Demographics (Tool 6) with analysis_type="city_demographics" and city_filter="Brampton"
-- "How many ODSP clients do we have?" -> Use Demographics (Tool 6) with analysis_type="benefits"</field>
+        <field name="description">Query client profiles, ADP claims, funding history, medical conditions, and device information.</field>
+        <field name="instructions">You help users find information about ADP clients, claims, medical conditions, devices, and funding history. Use the Fusion search/details/stats tools to query data.</field>
         <field name="tool_ids" eval="[(6, 0, [
             ref('fusion_claims.ai_tool_search_clients'),
             ref('fusion_claims.ai_tool_client_details'),
             ref('fusion_claims.ai_tool_client_stats'),
-            ref('fusion_claims.ai_tool_client_status'),
-            ref('fusion_claims.ai_tool_adp_billing'),
-            ref('fusion_claims.ai_tool_demographics'),
         ])]"/>
     </record>
 
@@ -116,108 +62,32 @@ Common questions and which tool to use:
     <!-- ================================================================= -->
     <record id="ai_agent_fusion_claims" model="ai.agent">
         <field name="name">Fusion Claims Intelligence</field>
-        <field name="subtitle">Ask about clients, ADP claims, funding history, billing periods, and devices.</field>
+        <field name="subtitle">Ask about clients, ADP claims, funding history, medical conditions, and devices.</field>
         <field name="llm_model">gpt-4.1</field>
         <field name="response_style">analytical</field>
         <field name="restrict_to_sources" eval="False"/>
-        <field name="system_prompt">You are Fusion Claims Intelligence, an AI assistant for ADP claims management at a mobility equipment company.
+        <field name="system_prompt">You are Fusion Claims Intelligence, an AI assistant for ADP claims management.
 
-You help staff find information about clients, their order status, medical conditions, mobility devices, funding history, billing periods, and claim status.
-
-CRITICAL - Response Formatting Rules:
-You are displayed inside a narrow chat panel. Follow these rules strictly:
-
-1. TABLES: Maximum 3 columns. Never create tables with 4+ columns -- the panel is too narrow.
-   - For data with many fields, use TWO-COLUMN key-value tables (Label | Value)
-   - Split wide data across multiple small tables with headings between them
-
-2. Use ### headings to separate sections
-3. Use **bold** for labels and important values
-4. Use `code` for order numbers and IDs (e.g., `S30168`)
-5. Never output plain unformatted text walls
-
-CORRECT FORMAT - Client status (multiple small tables, not one wide table):
-
-### Gurpreet Singh
-**City:** Brampton | **Health Card:** 1234-567-890
-
-#### Order `S30168` -- ADP
-| Detail | Value |
-|--------|-------|
-| **Status** | Assessment Completed |
-| **Total** | $5,624.00 |
-| **ADP Portion** | $4,218.00 |
-| **Client Portion** | $1,406.00 |
-| **Next Step** | Send ADP application |
-
-CORRECT FORMAT - Demographics (3-column max):
-
-### Applications by Age Group
-| Age Group | Clients | Avg Apps |
-|-----------|---------|----------|
-| Under 18 | 2 | 2.00 |
-| 18-30 | 8 | 1.00 |
-| 75+ | 596 | 1.08 |
-
-For extra columns, add a second table:
-
-### Funding by Age Group
-| Age Group | Avg ADP | Avg Total |
-|-----------|---------|-----------|
-| Under 18 | $82.00 | $82.00 |
-| 75+ | $473.15 | $1,216.15 |
-
-CORRECT FORMAT - Billing period:
-
-### ADP Billing: Feb 20 - Mar 5, 2026
-| Metric | Value |
-|--------|-------|
-| **Total Invoiced** | $29,447.35 |
-| **Paid** | $25,000.00 |
-| **Unpaid** | $4,447.35 |
-| **Invoices** | 20 |
-| **Deadline** | Wed, Mar 4 at 6 PM |
-
-WRONG (too many columns, will look cramped):
-| Age | Clients | Apps | Avg Apps | Avg ADP | Avg Total |
+You help staff find information about clients, medical conditions, mobility devices, funding history, and claim status.
 
 Capabilities:
 1. Search client profiles by name, health card number, city, or medical condition
-2. Get detailed client information including funding history, invoice status, and previously funded devices
+2. Get detailed client information including claims history and ADP applications
 3. Provide aggregated statistics about claims, funding types, and demographics
-4. Look up a client's complete status by name -- including all orders, invoices, documents, and next steps
-5. Query ADP billing period summaries -- total invoiced to ADP, paid vs unpaid, submission deadlines
-6. Run demographic analytics -- age group breakdowns, device popularity by age, city demographics, benefit analysis, funding summaries
-
-How to handle common requests:
-- "What is the status of [name]?" -> Use the Client Status Lookup tool with the client's name
-- "What is the ADP billing this period?" -> Use the ADP Billing Period tool with period="current"
-- "What was the ADP billing last period?" -> Use the ADP Billing Period tool with period="previous"
-- "Show me [name]'s funding history" -> Use Client Status Lookup, then Client Details for full history
-- "Average applications by age group" -> Use Demographics tool with analysis_type="age_groups"
-- "What devices do clients over 75 use?" -> Use Demographics tool with analysis_type="devices_by_age"
-- "What is the average age of our clients?" -> Use Demographics tool with analysis_type="funding_summary"
-- "Demographics for [city]" -> Use Demographics tool with city_filter
-- If a client is not found by profile, the system also searches by contact/partner name
 
 Response guidelines:
-- ALWAYS keep tables to 3 columns maximum. Use key-value (2-column) tables for summaries.
-- Split wide data into multiple narrow tables with headings between them
 - Be concise and data-driven
-- Format monetary values with $ and commas (e.g., $1,250.00)
-- When listing orders, show each order as its own key-value table section
-- When showing billing summaries, use a key-value table
+- Format monetary values with $ and commas
 - Include key identifiers (name, health card, city) when listing clients
-- If asked about a specific client, use Client Status Lookup first (it searches by name)
-- Always indicate if invoices are paid or unpaid
+- Include order number, status, and amounts when discussing claims
+- If asked about a specific client, search first, then get details
+- Always provide the profile ID for record lookup
 
 Key terminology:
-- ADP = Assistive Devices Program (Ontario government funding)
-- Client Type REG = Regular (75% ADP / 25% Client split), ODS/OWP/ACS = 100% ADP funded
-- Posting Period = 14-day ADP billing cycle; submission deadline is Wednesday 6 PM before posting day
+- ADP = Assistive Devices Program (Ontario government)
+- Client Type REG = Regular (75% ADP / 25% Client), ODS/OWP/ACS = 100% ADP
 - Sale Types: ADP, ODSP, WSIB, Insurance, March of Dimes, Muscular Dystrophy, Hardship Funding
-- Sections: 2a = Walkers, 2b = Manual Wheelchairs, 2c = Power Bases/Scooters, 2d = Seating
-- Previously Funded = devices the client has received ADP funding for before (affects eligibility)</field>
+- Sections: 2a = Walkers, 2b = Manual Wheelchairs, 2c = Power Bases/Scooters, 2d = Seating</field>
         <field name="topic_ids" eval="[(6, 0, [ref('ai_topic_client_intelligence')])]"/>
     </record>
 </odoo>

fusion_claims/data/ir_actions_server_data.xml

@@ -1,30 +1,4 @@
 <?xml version="1.0" encoding="utf-8"?>
 <odoo>
-    <!-- Server Action: Sync ADP Fields to Invoices -->
-    <!-- This appears in the Action menu on Sale Orders -->
-    <record id="action_sync_adp_fields_server" model="ir.actions.server">
-        <field name="name">Sync to Invoices</field>
-        <field name="model_id" ref="sale.model_sale_order"/>
-        <field name="binding_model_id" ref="sale.model_sale_order"/>
-        <field name="binding_view_types">form,list</field>
-        <field name="state">code</field>
-        <field name="code">
-if records:
-    # Filter to only ADP sales
-    adp_records = records.filtered(lambda r: r.x_fc_is_adp_sale and r.state == 'sale')
-    if adp_records:
-        action = adp_records.action_sync_adp_fields()
-    else:
-        action = {
-            'type': 'ir.actions.client',
-            'tag': 'display_notification',
-            'params': {
-                'title': 'No ADP Sales',
-                'message': 'Selected orders are not confirmed ADP sales.',
-                'type': 'warning',
-                'sticky': False,
-            }
-        }
-        </field>
-    </record>
+    <data/>
 </odoo>

fusion_claims/data/ir_config_parameter_data.xml

@@ -45,26 +45,6 @@
             <field name="value">True</field>
         </record>
 
-        <!-- Technician / Field Service -->
-        <record id="config_store_open_hour" model="ir.config_parameter">
-            <field name="key">fusion_claims.store_open_hour</field>
-            <field name="value">9.0</field>
-        </record>
-        <record id="config_store_close_hour" model="ir.config_parameter">
-            <field name="key">fusion_claims.store_close_hour</field>
-            <field name="value">18.0</field>
-        </record>
-
-        <!-- Push Notifications -->
-        <record id="config_push_enabled" model="ir.config_parameter">
-            <field name="key">fusion_claims.push_enabled</field>
-            <field name="value">False</field>
-        </record>
-        <record id="config_push_advance_minutes" model="ir.config_parameter">
-            <field name="key">fusion_claims.push_advance_minutes</field>
-            <field name="value">30</field>
-        </record>
-
         <!-- Field Mappings (defaults for fresh installs) -->
         <record id="config_field_sale_type" model="ir.config_parameter">
             <field name="key">fusion_claims.field_sale_type</field>
@@ -147,17 +127,5 @@
             <field name="value">1-888-222-5099</field>
         </record>
 
-        <!-- Cross-instance task sync: unique ID for this Odoo instance -->
-        <record id="config_sync_instance_id" model="ir.config_parameter">
-            <field name="key">fusion_claims.sync_instance_id</field>
-            <field name="value"></field>
-        </record>
-
-        <!-- LTC Portal Form Password -->
-        <record id="config_ltc_form_password" model="ir.config_parameter">
-            <field name="key">fusion_claims.ltc_form_password</field>
-            <field name="value"></field>
-        </record>
-
     </data>
 </odoo>

fusion_claims/data/ir_cron_data.xml

@@ -6,16 +6,6 @@
 -->
 <odoo>
     <data>
-        <!-- Cron Job: Sync ADP Fields from Sale Orders to Invoices -->
-        <record id="ir_cron_sync_adp_fields" model="ir.cron">
-            <field name="name">Fusion Claims: Sync ADP Fields</field>
-            <field name="model_id" ref="sale.model_sale_order"/>
-            <field name="state">code</field>
-            <field name="code">model._cron_sync_adp_fields()</field>
-            <field name="interval_number">1</field>
-            <field name="interval_type">hours</field>
-        </record>
-
         <!-- Cron Job: Renew ADP Delivery Reminders -->
         <record id="ir_cron_renew_delivery_reminders" model="ir.cron">
             <field name="name">Fusion Claims: Renew Delivery Reminders</field>
@@ -134,50 +124,17 @@
             <field name="nextcall" eval="DateTime.now().replace(hour=10, minute=0, second=0)"/>
         </record>
 
-        <!-- Cron Job: Calculate Travel Times for Technician Tasks -->
-        <record id="ir_cron_technician_travel_times" model="ir.cron">
-            <field name="name">Fusion Claims: Calculate Technician Travel Times</field>
-            <field name="model_id" ref="model_fusion_technician_task"/>
+        <!-- Cron Job: Expire Old Page 11 Signing Requests -->
+        <record id="ir_cron_expire_page11_requests" model="ir.cron">
+            <field name="name">Fusion Claims: Expire Page 11 Signing Requests</field>
+            <field name="model_id" ref="model_fusion_page11_sign_request"/>
             <field name="state">code</field>
-            <field name="code">model._cron_calculate_travel_times()</field>
+            <field name="code">model._cron_expire_requests()</field>
             <field name="interval_number">1</field>
             <field name="interval_type">days</field>
             <field name="active">True</field>
-            <field name="nextcall" eval="DateTime.now().replace(hour=5, minute=0, second=0)"/>
+            <field name="nextcall" eval="DateTime.now().replace(hour=2, minute=0, second=0)"/>
         </record>
 
-        <!-- Cron Job: Send Push Notifications for Upcoming Tasks -->
-        <record id="ir_cron_technician_push_notifications" model="ir.cron">
-            <field name="name">Fusion Claims: Technician Push Notifications</field>
-            <field name="model_id" ref="model_fusion_technician_task"/>
-            <field name="state">code</field>
-            <field name="code">model._cron_send_push_notifications()</field>
-            <field name="interval_number">15</field>
-            <field name="interval_type">minutes</field>
-            <field name="active">True</field>
-        </record>
-
-        <!-- Cron Job: Pull Remote Technician Tasks (cross-instance sync) -->
-        <record id="ir_cron_task_sync_pull" model="ir.cron">
-            <field name="name">Fusion Claims: Sync Remote Tasks (Pull)</field>
-            <field name="model_id" ref="model_fusion_task_sync_config"/>
-            <field name="state">code</field>
-            <field name="code">model._cron_pull_remote_tasks()</field>
-            <field name="interval_number">5</field>
-            <field name="interval_type">minutes</field>
-            <field name="active">True</field>
-        </record>
-
-        <!-- Cron Job: Cleanup Old Shadow Tasks (30+ days) -->
-        <record id="ir_cron_task_sync_cleanup" model="ir.cron">
-            <field name="name">Fusion Claims: Cleanup Old Shadow Tasks</field>
-            <field name="model_id" ref="model_fusion_task_sync_config"/>
-            <field name="state">code</field>
-            <field name="code">model._cron_cleanup_old_shadows()</field>
-            <field name="interval_number">1</field>
-            <field name="interval_type">days</field>
-            <field name="active">True</field>
-            <field name="nextcall" eval="DateTime.now().replace(hour=3, minute=0, second=0)"/>
-        </record>
     </data>
 </odoo>

fusion_claims/data/mail_template_data.xml

@@ -20,34 +20,34 @@
             <field name="email_from">{{ (object.user_id.email_formatted or object.company_id.email_formatted or user.email_formatted) }}</field>
             <field name="partner_to">{{ object.partner_id.id }}</field>
             <field name="body_html" type="html">
-<div style="font-family:-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Arial,sans-serif;max-width:600px;margin:0 auto;color:#2d3748;">
+<div style="font-family:-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Arial,sans-serif;max-width:600px;margin:0 auto;">
     <div style="height:4px;background-color:#2B6CB0;"></div>
-    <div style="background:#ffffff;padding:32px 28px;border:1px solid #e2e8f0;border-top:none;">
+    <div style="padding:32px 28px;">
         <p style="color:#2B6CB0;font-size:13px;font-weight:600;letter-spacing:0.5px;text-transform:uppercase;margin:0 0 24px 0;">
             <t t-out="object.company_id.name"/>
         </p>
-        <h2 style="color:#1a202c;font-size:22px;font-weight:700;margin:0 0 6px 0;line-height:1.3;">ADP Quotation</h2>
-        <p style="color:#718096;font-size:15px;line-height:1.5;margin:0 0 24px 0;">
-            Please find attached your quotation <strong style="color:#2d3748;"><t t-out="object.name"/></strong>.
+        <h2 style="font-size:22px;font-weight:700;margin:0 0 6px 0;line-height:1.3;">ADP Quotation</h2>
+        <p style="opacity:0.65;font-size:15px;line-height:1.5;margin:0 0 24px 0;">
+            Please find attached your quotation <strong><t t-out="object.name"/></strong>.
         </p>
         <table style="width:100%;border-collapse:collapse;margin:0 0 24px 0;">
-            <tr><td colspan="2" style="padding:10px 14px;font-size:12px;font-weight:600;color:#718096;text-transform:uppercase;letter-spacing:0.5px;border-bottom:2px solid #e2e8f0;">Quotation Details</td></tr>
-            <tr><td style="padding:10px 14px;color:#718096;font-size:14px;border-bottom:1px solid #f0f0f0;width:35%;">Reference</td><td style="padding:10px 14px;color:#2d3748;font-size:14px;border-bottom:1px solid #f0f0f0;"><t t-out="object.name"/></td></tr>
-            <tr><td style="padding:10px 14px;color:#718096;font-size:14px;border-bottom:1px solid #f0f0f0;">Date</td><td style="padding:10px 14px;color:#2d3748;font-size:14px;border-bottom:1px solid #f0f0f0;"><t t-out="object.date_order" t-options="{'widget': 'date'}"/></td></tr>
+            <tr><td colspan="2" style="padding:10px 14px;font-size:12px;font-weight:600;opacity:0.55;text-transform:uppercase;letter-spacing:0.5px;border-bottom:2px solid rgba(128,128,128,0.25);">Quotation Details</td></tr>
+            <tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);width:35%;">Reference</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.name"/></td></tr>
+            <tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);">Date</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.date_order" t-options="{'widget': 'date'}"/></td></tr>
             <t t-if="object.x_fc_authorizer_id">
-                <tr><td style="padding:10px 14px;color:#718096;font-size:14px;border-bottom:1px solid #f0f0f0;">Authorizer</td><td style="padding:10px 14px;color:#2d3748;font-size:14px;border-bottom:1px solid #f0f0f0;"><t t-out="object.x_fc_authorizer_id.name"/></td></tr>
+                <tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);">Authorizer</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.x_fc_authorizer_id.name"/></td></tr>
             </t>
             <t t-if="object.x_fc_client_type == 'REG'">
-                <tr><td style="padding:10px 14px;color:#718096;font-size:14px;border-bottom:1px solid #f0f0f0;">Client Portion (25%)</td><td style="padding:10px 14px;color:#2d3748;font-size:14px;border-bottom:1px solid #f0f0f0;"><t t-out="object.x_fc_client_portion_total" t-options="{'widget': 'monetary', 'display_currency': object.currency_id}"/></td></tr>
-                <tr><td style="padding:10px 14px;color:#718096;font-size:14px;border-bottom:1px solid #f0f0f0;">ADP Portion (75%)</td><td style="padding:10px 14px;color:#2d3748;font-size:14px;border-bottom:1px solid #f0f0f0;"><t t-out="object.x_fc_adp_portion_total" t-options="{'widget': 'monetary', 'display_currency': object.currency_id}"/></td></tr>
+                <tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);">Client Portion (25%)</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.x_fc_client_portion_total" t-options="{'widget': 'monetary', 'display_currency': object.currency_id}"/></td></tr>
+                <tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);">ADP Portion (75%)</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.x_fc_adp_portion_total" t-options="{'widget': 'monetary', 'display_currency': object.currency_id}"/></td></tr>
             </t>
-            <tr><td style="padding:10px 14px;color:#718096;font-size:14px;font-weight:600;border-top:2px solid #e2e8f0;">Total</td><td style="padding:10px 14px;color:#2B6CB0;font-size:14px;font-weight:700;border-top:2px solid #e2e8f0;"><t t-out="object.amount_total" t-options="{'widget': 'monetary', 'display_currency': object.currency_id}"/></td></tr>
+            <tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;font-weight:600;border-top:2px solid rgba(128,128,128,0.25);">Total</td><td style="padding:10px 14px;color:#2B6CB0;font-size:14px;font-weight:700;border-top:2px solid rgba(128,128,128,0.25);"><t t-out="object.amount_total" t-options="{'widget': 'monetary', 'display_currency': object.currency_id}"/></td></tr>
         </table>
-        <div style="padding:10px 14px;border:1px dashed #e2e8f0;border-radius:6px;margin:0 0 24px 0;">
-            <p style="margin:0;font-size:13px;color:#718096;"><strong style="color:#2d3748;">Attached:</strong> ADP Quotation (PDF)</p>
+        <div style="padding:10px 14px;border:1px dashed rgba(128,128,128,0.35);border-radius:6px;margin:0 0 24px 0;">
+            <p style="margin:0;font-size:13px;opacity:0.65;"><strong style="opacity:1;">Attached:</strong> ADP Quotation (PDF)</p>
         </div>
-        <div style="border-left:3px solid #2B6CB0;padding:12px 16px;margin:0 0 24px 0;background:#f7fafc;">
-            <p style="margin:0;font-size:14px;line-height:1.5;color:#2d3748;">Please review the attached quotation. If you have any questions or need assistance, do not hesitate to contact us.</p>
+        <div style="border-left:3px solid #2B6CB0;padding:12px 16px;margin:0 0 24px 0;">
+            <p style="margin:0;font-size:14px;line-height:1.5;">Please review the attached quotation. If you have any questions or need assistance, do not hesitate to contact us.</p>
         </div>
         <t t-if="not is_html_empty(object.user_id.signature)" data-o-mail-quote-container="1">
             <div data-o-mail-quote="1">--<br data-o-mail-quote="1"/><t t-out="object.user_id.signature or ''" data-o-mail-quote="1"/></div>
@@ -70,34 +70,34 @@
             <field name="email_from">{{ (object.user_id.email_formatted or object.company_id.email_formatted or user.email_formatted) }}</field>
             <field name="partner_to">{{ object.partner_id.id }}</field>
             <field name="body_html" type="html">
-<div style="font-family:-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Arial,sans-serif;max-width:600px;margin:0 auto;color:#2d3748;">
+<div style="font-family:-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Arial,sans-serif;max-width:600px;margin:0 auto;">
     <div style="height:4px;background-color:#38a169;"></div>
-    <div style="background:#ffffff;padding:32px 28px;border:1px solid #e2e8f0;border-top:none;">
+    <div style="padding:32px 28px;">
         <p style="color:#38a169;font-size:13px;font-weight:600;letter-spacing:0.5px;text-transform:uppercase;margin:0 0 24px 0;">
             <t t-out="object.company_id.name"/>
         </p>
-        <h2 style="color:#1a202c;font-size:22px;font-weight:700;margin:0 0 6px 0;line-height:1.3;">Order Confirmed</h2>
-        <p style="color:#718096;font-size:15px;line-height:1.5;margin:0 0 24px 0;">
-            Your ADP sales order <strong style="color:#2d3748;"><t t-out="object.name"/></strong> has been confirmed.
+        <h2 style="font-size:22px;font-weight:700;margin:0 0 6px 0;line-height:1.3;">Order Confirmed</h2>
+        <p style="opacity:0.65;font-size:15px;line-height:1.5;margin:0 0 24px 0;">
+            Your ADP sales order <strong><t t-out="object.name"/></strong> has been confirmed.
         </p>
         <table style="width:100%;border-collapse:collapse;margin:0 0 24px 0;">
-            <tr><td colspan="2" style="padding:10px 14px;font-size:12px;font-weight:600;color:#718096;text-transform:uppercase;letter-spacing:0.5px;border-bottom:2px solid #e2e8f0;">Order Details</td></tr>
-            <tr><td style="padding:10px 14px;color:#718096;font-size:14px;border-bottom:1px solid #f0f0f0;width:35%;">Reference</td><td style="padding:10px 14px;color:#2d3748;font-size:14px;border-bottom:1px solid #f0f0f0;"><t t-out="object.name"/></td></tr>
-            <tr><td style="padding:10px 14px;color:#718096;font-size:14px;border-bottom:1px solid #f0f0f0;">Date</td><td style="padding:10px 14px;color:#2d3748;font-size:14px;border-bottom:1px solid #f0f0f0;"><t t-out="object.date_order" t-options="{'widget': 'date'}"/></td></tr>
+            <tr><td colspan="2" style="padding:10px 14px;font-size:12px;font-weight:600;opacity:0.55;text-transform:uppercase;letter-spacing:0.5px;border-bottom:2px solid rgba(128,128,128,0.25);">Order Details</td></tr>
+            <tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);width:35%;">Reference</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.name"/></td></tr>
+            <tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);">Date</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.date_order" t-options="{'widget': 'date'}"/></td></tr>
             <t t-if="object.x_fc_authorizer_id">
-                <tr><td style="padding:10px 14px;color:#718096;font-size:14px;border-bottom:1px solid #f0f0f0;">Authorizer</td><td style="padding:10px 14px;color:#2d3748;font-size:14px;border-bottom:1px solid #f0f0f0;"><t t-out="object.x_fc_authorizer_id.name"/></td></tr>
+                <tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);">Authorizer</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.x_fc_authorizer_id.name"/></td></tr>
             </t>
             <t t-if="object.x_fc_client_type == 'REG'">
-                <tr><td style="padding:10px 14px;color:#718096;font-size:14px;border-bottom:1px solid #f0f0f0;">Client Portion (25%)</td><td style="padding:10px 14px;color:#2d3748;font-size:14px;border-bottom:1px solid #f0f0f0;"><t t-out="object.x_fc_client_portion_total" t-options="{'widget': 'monetary', 'display_currency': object.currency_id}"/></td></tr>
-                <tr><td style="padding:10px 14px;color:#718096;font-size:14px;border-bottom:1px solid #f0f0f0;">ADP Portion (75%)</td><td style="padding:10px 14px;color:#2d3748;font-size:14px;border-bottom:1px solid #f0f0f0;"><t t-out="object.x_fc_adp_portion_total" t-options="{'widget': 'monetary', 'display_currency': object.currency_id}"/></td></tr>
+                <tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);">Client Portion (25%)</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.x_fc_client_portion_total" t-options="{'widget': 'monetary', 'display_currency': object.currency_id}"/></td></tr>
+                <tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);">ADP Portion (75%)</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.x_fc_adp_portion_total" t-options="{'widget': 'monetary', 'display_currency': object.currency_id}"/></td></tr>
             </t>
-            <tr><td style="padding:10px 14px;color:#718096;font-size:14px;font-weight:600;border-top:2px solid #e2e8f0;">Total</td><td style="padding:10px 14px;color:#38a169;font-size:14px;font-weight:700;border-top:2px solid #e2e8f0;"><t t-out="object.amount_total" t-options="{'widget': 'monetary', 'display_currency': object.currency_id}"/></td></tr>
+            <tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;font-weight:600;border-top:2px solid rgba(128,128,128,0.25);">Total</td><td style="padding:10px 14px;color:#38a169;font-size:14px;font-weight:700;border-top:2px solid rgba(128,128,128,0.25);"><t t-out="object.amount_total" t-options="{'widget': 'monetary', 'display_currency': object.currency_id}"/></td></tr>
         </table>
-        <div style="padding:10px 14px;border:1px dashed #e2e8f0;border-radius:6px;margin:0 0 24px 0;">
-            <p style="margin:0;font-size:13px;color:#718096;"><strong style="color:#2d3748;">Attached:</strong> Sales Order Confirmation (PDF)</p>
+        <div style="padding:10px 14px;border:1px dashed rgba(128,128,128,0.35);border-radius:6px;margin:0 0 24px 0;">
+            <p style="margin:0;font-size:13px;opacity:0.65;"><strong style="opacity:1;">Attached:</strong> Sales Order Confirmation (PDF)</p>
         </div>
-        <div style="border-left:3px solid #38a169;padding:12px 16px;margin:0 0 24px 0;background:#f7fafc;">
-            <p style="margin:0;font-size:14px;line-height:1.5;color:#2d3748;">Your order is being processed. We will keep you updated on the delivery status and any updates from the Assistive Devices Program.</p>
+        <div style="border-left:3px solid #38a169;padding:12px 16px;margin:0 0 24px 0;">
+            <p style="margin:0;font-size:14px;line-height:1.5;">Your order is being processed. We will keep you updated on the delivery status and any updates from the Assistive Devices Program.</p>
         </div>
         <t t-if="not is_html_empty(object.user_id.signature)" data-o-mail-quote-container="1">
             <div data-o-mail-quote="1">--<br data-o-mail-quote="1"/><t t-out="object.user_id.signature or ''" data-o-mail-quote="1"/></div>
@@ -120,42 +120,42 @@
             <field name="email_from">{{ (object.invoice_user_id.email_formatted or object.company_id.email_formatted or user.email_formatted) }}</field>
             <field name="partner_to">{{ object.partner_id.id }}</field>
             <field name="body_html" type="html">
-<div style="font-family:-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Arial,sans-serif;max-width:600px;margin:0 auto;color:#2d3748;">
+<div style="font-family:-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Arial,sans-serif;max-width:600px;margin:0 auto;">
     <div style="height:4px;background-color:#2B6CB0;"></div>
-    <div style="background:#ffffff;padding:32px 28px;border:1px solid #e2e8f0;border-top:none;">
+    <div style="padding:32px 28px;">
         <p style="color:#2B6CB0;font-size:13px;font-weight:600;letter-spacing:0.5px;text-transform:uppercase;margin:0 0 24px 0;">
             <t t-out="object.company_id.name"/>
         </p>
-        <h2 style="color:#1a202c;font-size:22px;font-weight:700;margin:0 0 6px 0;line-height:1.3;">Invoice</h2>
-        <p style="color:#718096;font-size:15px;line-height:1.5;margin:0 0 24px 0;">
-            Please find attached your invoice <strong style="color:#2d3748;"><t t-out="object.name or 'Draft'"/></strong>.
+        <h2 style="font-size:22px;font-weight:700;margin:0 0 6px 0;line-height:1.3;">Invoice</h2>
+        <p style="opacity:0.65;font-size:15px;line-height:1.5;margin:0 0 24px 0;">
+            Please find attached your invoice <strong><t t-out="object.name or 'Draft'"/></strong>.
         </p>
         <table style="width:100%;border-collapse:collapse;margin:0 0 24px 0;">
-            <tr><td colspan="2" style="padding:10px 14px;font-size:12px;font-weight:600;color:#718096;text-transform:uppercase;letter-spacing:0.5px;border-bottom:2px solid #e2e8f0;">Invoice Details</td></tr>
-            <tr><td style="padding:10px 14px;color:#718096;font-size:14px;border-bottom:1px solid #f0f0f0;width:35%;">Invoice</td><td style="padding:10px 14px;color:#2d3748;font-size:14px;border-bottom:1px solid #f0f0f0;"><t t-out="object.name or 'Draft'"/></td></tr>
-            <tr><td style="padding:10px 14px;color:#718096;font-size:14px;border-bottom:1px solid #f0f0f0;">Date</td><td style="padding:10px 14px;color:#2d3748;font-size:14px;border-bottom:1px solid #f0f0f0;"><t t-out="object.invoice_date" t-options="{'widget': 'date'}"/></td></tr>
+            <tr><td colspan="2" style="padding:10px 14px;font-size:12px;font-weight:600;opacity:0.55;text-transform:uppercase;letter-spacing:0.5px;border-bottom:2px solid rgba(128,128,128,0.25);">Invoice Details</td></tr>
+            <tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);width:35%;">Invoice</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.name or 'Draft'"/></td></tr>
+            <tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);">Date</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.invoice_date" t-options="{'widget': 'date'}"/></td></tr>
             <t t-if="object.invoice_date_due">
-                <tr><td style="padding:10px 14px;color:#718096;font-size:14px;border-bottom:1px solid #f0f0f0;">Due Date</td><td style="padding:10px 14px;color:#2d3748;font-size:14px;border-bottom:1px solid #f0f0f0;"><t t-out="object.invoice_date_due" t-options="{'widget': 'date'}"/></td></tr>
+                <tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);">Due Date</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.invoice_date_due" t-options="{'widget': 'date'}"/></td></tr>
             </t>
             <t t-if="object.x_fc_adp_invoice_portion">
-                <tr><td style="padding:10px 14px;color:#718096;font-size:14px;border-bottom:1px solid #f0f0f0;">Type</td><td style="padding:10px 14px;color:#2d3748;font-size:14px;border-bottom:1px solid #f0f0f0;">
+                <tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);">Type</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);">
                     <t t-if="object.x_fc_adp_invoice_portion == 'client'">Client Portion</t>
                     <t t-if="object.x_fc_adp_invoice_portion == 'adp'">ADP Portion</t>
                 </td></tr>
             </t>
-            <tr><td style="padding:10px 14px;color:#718096;font-size:14px;font-weight:600;border-top:2px solid #e2e8f0;">Amount Due</td><td style="padding:10px 14px;color:#2B6CB0;font-size:14px;font-weight:700;border-top:2px solid #e2e8f0;"><t t-out="object.amount_residual" t-options="{'widget': 'monetary', 'display_currency': object.currency_id}"/></td></tr>
+            <tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;font-weight:600;border-top:2px solid rgba(128,128,128,0.25);">Amount Due</td><td style="padding:10px 14px;color:#2B6CB0;font-size:14px;font-weight:700;border-top:2px solid rgba(128,128,128,0.25);"><t t-out="object.amount_residual" t-options="{'widget': 'monetary', 'display_currency': object.currency_id}"/></td></tr>
         </table>
-        <div style="padding:10px 14px;border:1px dashed #e2e8f0;border-radius:6px;margin:0 0 24px 0;">
-            <p style="margin:0;font-size:13px;color:#718096;"><strong style="color:#2d3748;">Attached:</strong> Invoice (PDF)</p>
+        <div style="padding:10px 14px;border:1px dashed rgba(128,128,128,0.35);border-radius:6px;margin:0 0 24px 0;">
+            <p style="margin:0;font-size:13px;opacity:0.65;"><strong style="opacity:1;">Attached:</strong> Invoice (PDF)</p>
         </div>
         <t t-if="object.x_fc_adp_invoice_portion == 'client'">
-            <div style="border-left:3px solid #2B6CB0;padding:12px 16px;margin:0 0 24px 0;background:#f7fafc;">
-                <p style="margin:0;font-size:14px;line-height:1.5;color:#2d3748;">This invoice represents your client portion for the ADP-funded equipment. The remaining amount will be billed directly to the Assistive Devices Program.</p>
+            <div style="border-left:3px solid #2B6CB0;padding:12px 16px;margin:0 0 24px 0;">
+                <p style="margin:0;font-size:14px;line-height:1.5;">This invoice represents your client portion for the ADP-funded equipment. The remaining amount will be billed directly to the Assistive Devices Program.</p>
             </div>
         </t>
         <t t-else="">
-            <div style="border-left:3px solid #2B6CB0;padding:12px 16px;margin:0 0 24px 0;background:#f7fafc;">
-                <p style="margin:0;font-size:14px;line-height:1.5;color:#2d3748;">Please review the attached invoice and process payment at your earliest convenience. Contact us if you have any questions.</p>
+            <div style="border-left:3px solid #2B6CB0;padding:12px 16px;margin:0 0 24px 0;">
+                <p style="margin:0;font-size:14px;line-height:1.5;">Please review the attached invoice and process payment at your earliest convenience. Contact us if you have any questions.</p>
             </div>
         </t>
         <t t-set="sig" t-value="object.invoice_user_id.signature or object.user_id.signature"/>

fusion_claims/data/product_labor_data.xml

@@ -9,7 +9,7 @@
             <field name="uom_id" ref="uom.product_uom_hour"/>
             <field name="sale_ok" eval="True"/>
             <field name="purchase_ok" eval="False"/>
-            <field name="taxes_id" eval="[(6, 0, [ref('account.1_hst_sale_tax_13')])]"/>
+            <!-- taxes_id set via post_init_hook or manually per database -->
         </record>
     </data>
 </odoo>

fusion_claims/models/__init__.py

@@ -3,7 +3,6 @@
 # License OPL-1 (Odoo Proprietary License v1.0)
 # Part of the Fusion Claim Assistant product family.
 
-from . import email_builder_mixin
 from . import adp_posting_schedule
 from . import res_company
 from . import res_config_settings
@@ -27,12 +26,5 @@ from . import client_chat
 from . import ai_agent_ext
 from . import dashboard
 from . import res_partner
-from . import res_users
 from . import technician_task
-from . import task_sync
-from . import technician_location
-from . import push_subscription
-from . import ltc_facility
-from . import ltc_repair
-from . import ltc_cleanup
-from . import ltc_form_submission
+from . import page11_sign_request

fusion_claims/models/account_move.py

@@ -105,9 +105,11 @@ class AccountMove(models.Model):
         try:
             report = self.env.ref('fusion_claims.action_report_mod_invoice')
             pdf_content, _ = report._render_qweb_pdf(report.id, [self.id])
-            client_name = (so.partner_id.name or 'Client').replace(' ', '_').replace(',', '')
+            name_parts = (so.partner_id.name or 'Client').strip().split()
+            first = name_parts[0] if name_parts else 'Client'
+            last = name_parts[-1] if len(name_parts) > 1 else ''
             att = Attachment.create({
-                'name': f'Invoice - {client_name} - {self.name}.pdf',
+                'name': f'{first}_{last}_MOD_Invoice_{self.name}.pdf',
                 'type': 'binary',
                 'datas': base64.b64encode(pdf_content),
                 'res_model': 'account.move',

fusion_claims/models/ai_agent_ext.py

@@ -4,74 +4,16 @@
 
 import json
 import logging
-from datetime import date, timedelta
 
 from odoo import api, models
 
 _logger = logging.getLogger(__name__)
 
-PREV_FUNDED_FIELDS = {
-    'prev_funded_forearm': 'Forearm Crutches',
-    'prev_funded_wheeled': 'Wheeled Walker',
-    'prev_funded_manual': 'Manual Wheelchair',
-    'prev_funded_power': 'Power Wheelchair',
-    'prev_funded_addon': 'Power Add-On Device',
-    'prev_funded_scooter': 'Power Scooter',
-    'prev_funded_seating': 'Positioning Devices',
-    'prev_funded_tilt': 'Power Tilt System',
-    'prev_funded_recline': 'Power Recline System',
-    'prev_funded_legrests': 'Power Elevating Leg Rests',
-    'prev_funded_frame': 'Paediatric Standing Frame',
-    'prev_funded_stroller': 'Paediatric Specialty Stroller',
-}
-
-STATUS_NEXT_STEPS = {
-    'quotation': 'Schedule assessment with the client',
-    'assessment_scheduled': 'Complete the assessment',
-    'assessment_completed': 'Prepare and send ADP application to client',
-    'waiting_for_application': 'Follow up with client to return signed application',
-    'application_received': 'Review application and prepare for submission',
-    'ready_submission': 'Submit application to ADP',
-    'submitted': 'Wait for ADP acceptance (typically within 24 hours)',
-    'accepted': 'Wait for ADP approval decision',
-    'rejected': 'Review rejection reason and correct the application',
-    'resubmitted': 'Wait for ADP acceptance of resubmission',
-    'needs_correction': 'Review and correct the application per ADP feedback',
-    'approved': 'Prepare order for delivery',
-    'approved_deduction': 'Prepare order for delivery (note: approved with deduction)',
-    'ready_delivery': 'Schedule and complete delivery to client',
-    'ready_bill': 'Create and submit ADP invoice',
-    'billed': 'Monitor for ADP payment',
-    'case_closed': 'No further action required',
-    'on_hold': 'Check hold reason and follow up when ready to resume',
-    'denied': 'Review denial reason; consider appeal or alternative funding',
-    'withdrawn': 'No further action unless client wants to reinstate',
-    'cancelled': 'No further action required',
-    'expired': 'Contact client about reapplication if still needed',
-}
-
-BASE_DEVICE_LABELS = {
-    'adultWalkertype1': 'Adult Walker Type 1',
-    'adultWalkertype2': 'Adult Walker Type 2',
-    'adultWalkertype3': 'Adult Walker Type 3',
-    'adultlightwtStdwheelchair': 'Lightweight Standard Wheelchair',
-    'adultlightwtPermwheelchair': 'Lightweight Permanent Wheelchair',
-    'adultTiltwheelchair': 'Adult Tilt Wheelchair',
-    'adultStdwheelchair': 'Adult Standard Wheelchair',
-    'adultHighperfwheelchair': 'Adult High Performance Wheelchair',
-    'adultType2': 'Adult Power Type 2',
-    'adultType3': 'Adult Power Type 3',
-    'powerScooter': 'Power Scooter',
-}
-
 
 class AIAgentFusionClaims(models.Model):
     """Extend ai.agent with Fusion Claims tool methods."""
     _inherit = 'ai.agent'
 
-    # ------------------------------------------------------------------
-    # Tool 1: Search Client Profiles
-    # ------------------------------------------------------------------
     def _fc_tool_search_clients(self, search_term=None, city_filter=None, condition_filter=None):
         """AI Tool: Search client profiles."""
         Profile = self.env['fusion.client.profile'].sudo()
@@ -104,37 +46,20 @@ class AIAgentFusionClaims(models.Model):
             })
         return json.dumps({'count': len(results), 'profiles': results})
 
-    # ------------------------------------------------------------------
-    # Tool 2: Get Client Details (enriched with funding history)
-    # ------------------------------------------------------------------
     def _fc_tool_client_details(self, profile_id):
-        """AI Tool: Get detailed client information with funding history."""
+        """AI Tool: Get detailed client information."""
         Profile = self.env['fusion.client.profile'].sudo()
         profile = Profile.browse(int(profile_id))
         if not profile.exists():
             return json.dumps({'error': 'Profile not found'})
 
+        # Get orders
         orders = []
         if profile.partner_id:
-            Invoice = self.env['account.move'].sudo()
             for o in self.env['sale.order'].sudo().search([
                 ('partner_id', '=', profile.partner_id.id),
                 ('x_fc_sale_type', '!=', False),
-            ], limit=20, order='date_order desc'):
-                invoices = Invoice.search([
-                    ('x_fc_source_sale_order_id', '=', o.id),
-                    ('move_type', '=', 'out_invoice'),
-                ])
-                inv_summary = []
-                for inv in invoices:
-                    inv_summary.append({
-                        'number': inv.name or '',
-                        'portion': inv.x_fc_adp_invoice_portion or 'full',
-                        'amount': float(inv.amount_total),
-                        'paid': inv.payment_state in ('paid', 'in_payment'),
-                        'date': str(inv.invoice_date) if inv.invoice_date else '',
-                    })
-
+            ], limit=20):
                 orders.append({
                     'name': o.name,
                     'sale_type': o.x_fc_sale_type,
@@ -143,19 +68,11 @@ class AIAgentFusionClaims(models.Model):
                     'client_total': float(o.x_fc_client_portion_total),
                     'total': float(o.amount_total),
                     'date': str(o.date_order.date()) if o.date_order else '',
-                    'billing_date': str(o.x_fc_billing_date) if o.x_fc_billing_date else '',
-                    'previous_funding_date': str(o.x_fc_previous_funding_date) if o.x_fc_previous_funding_date else '',
-                    'funding_warning': o.x_fc_funding_warning_message or '',
-                    'funding_warning_level': o.x_fc_funding_warning_level or '',
-                    'invoices': inv_summary,
                 })
 
+        # Get applications
         apps = []
         for a in profile.application_data_ids[:10]:
-            funded_devices = [
-                label for field, label in PREV_FUNDED_FIELDS.items()
-                if getattr(a, field, False)
-            ]
             apps.append({
                 'date': str(a.application_date) if a.application_date else '',
                 'device': a.base_device or '',
@@ -163,17 +80,8 @@ class AIAgentFusionClaims(models.Model):
                 'reason': a.reason_for_application or '',
                 'condition': (a.medical_condition or '')[:100],
                 'authorizer': f'{a.authorizer_first_name or ""} {a.authorizer_last_name or ""}'.strip(),
-                'previously_funded': funded_devices if funded_devices else ['None'],
             })
 
-        ai_summary = ''
-        ai_risk = ''
-        try:
-            ai_summary = profile.ai_summary or ''
-            ai_risk = profile.ai_risk_flags or ''
-        except Exception:
-            pass
-
         return json.dumps({
             'profile': {
                 'id': profile.id,
@@ -198,18 +106,12 @@ class AIAgentFusionClaims(models.Model):
                 'total_adp': float(profile.total_adp_funded),
                 'total_client': float(profile.total_client_portion),
                 'total_amount': float(profile.total_amount),
-                'applications_count': profile.application_count,
                 'last_assessment': str(profile.last_assessment_date) if profile.last_assessment_date else '',
-                'ai_summary': ai_summary,
-                'ai_risk_flags': ai_risk,
             },
             'orders': orders,
             'applications': apps,
         })
 
-    # ------------------------------------------------------------------
-    # Tool 3: Get Aggregated Stats (migrated from read_group)
-    # ------------------------------------------------------------------
     def _fc_tool_claims_stats(self):
         """AI Tool: Get aggregated claims statistics."""
         SO = self.env['sale.order'].sudo()
@@ -218,46 +120,40 @@ class AIAgentFusionClaims(models.Model):
         total_profiles = Profile.search_count([])
         total_orders = SO.search_count([('x_fc_sale_type', '!=', False)])
 
+        # By sale type
+        type_data = SO.read_group(
+            [('x_fc_sale_type', '!=', False)],
+            ['x_fc_sale_type', 'amount_total:sum'],
+            ['x_fc_sale_type'],
+        )
         by_type = {}
-        try:
-            type_results = SO._read_group(
-                [('x_fc_sale_type', '!=', False)],
-                groupby=['x_fc_sale_type'],
-                aggregates=['__count', 'amount_total:sum'],
-            )
-            for sale_type, count, total_amount in type_results:
-                by_type[sale_type or 'unknown'] = {
-                    'count': count,
-                    'total': float(total_amount or 0),
-                }
-        except Exception as e:
-            _logger.warning('Stats by_type failed: %s', e)
+        for r in type_data:
+            by_type[r['x_fc_sale_type']] = {
+                'count': r['x_fc_sale_type_count'],
+                'total': float(r['amount_total'] or 0),
+            }
 
+        # By status
+        status_data = SO.read_group(
+            [('x_fc_sale_type', '!=', False), ('x_fc_adp_application_status', '!=', False)],
+            ['x_fc_adp_application_status'],
+            ['x_fc_adp_application_status'],
+        )
         by_status = {}
-        try:
-            status_results = SO._read_group(
-                [('x_fc_sale_type', '!=', False), ('x_fc_adp_application_status', '!=', False)],
-                groupby=['x_fc_adp_application_status'],
-                aggregates=['__count'],
-            )
-            for status, count in status_results:
-                by_status[status or 'unknown'] = count
-        except Exception as e:
-            _logger.warning('Stats by_status failed: %s', e)
+        for r in status_data:
+            by_status[r['x_fc_adp_application_status']] = r['x_fc_adp_application_status_count']
 
+        # By city (top 10)
+        city_data = Profile.read_group(
+            [('city', '!=', False)],
+            ['city'],
+            ['city'],
+            limit=10,
+            orderby='city_count desc',
+        )
         by_city = {}
-        try:
-            city_results = Profile._read_group(
-                [('city', '!=', False)],
-                groupby=['city'],
-                aggregates=['__count'],
-                limit=10,
-                order='__count desc',
-            )
-            for city, count in city_results:
-                by_city[city or 'unknown'] = count
-        except Exception as e:
-            _logger.warning('Stats by_city failed: %s', e)
+        for r in city_data:
+            by_city[r['city']] = r['city_count']
 
         return json.dumps({
             'total_profiles': total_profiles,
@@ -266,405 +162,3 @@ class AIAgentFusionClaims(models.Model):
             'by_status': by_status,
             'top_cities': by_city,
         })
-
-    # ------------------------------------------------------------------
-    # Tool 4: Client Status Lookup (by name, not order number)
-    # ------------------------------------------------------------------
-    def _fc_tool_client_status(self, client_name):
-        """AI Tool: Look up a client's complete status by name."""
-        if not client_name or not client_name.strip():
-            return json.dumps({'error': 'Please provide a client name to search for'})
-
-        client_name = client_name.strip()
-        Profile = self.env['fusion.client.profile'].sudo()
-        SO = self.env['sale.order'].sudo()
-        Invoice = self.env['account.move'].sudo()
-
-        profiles = Profile.search([
-            '|',
-            ('first_name', 'ilike', client_name),
-            ('last_name', 'ilike', client_name),
-        ], limit=5)
-
-        if not profiles:
-            partners = self.env['res.partner'].sudo().search([
-                ('name', 'ilike', client_name),
-            ], limit=5)
-            if not partners:
-                return json.dumps({'error': f'No client found matching "{client_name}"'})
-
-            results = []
-            for partner in partners:
-                orders = SO.search([
-                    ('partner_id', '=', partner.id),
-                    ('x_fc_sale_type', '!=', False),
-                ], order='date_order desc', limit=20)
-                if not orders:
-                    continue
-                results.append(self._build_client_status_result(
-                    partner_name=partner.name,
-                    partner_id=partner.id,
-                    profile=None,
-                    orders=orders,
-                    Invoice=Invoice,
-                ))
-            if not results:
-                return json.dumps({'error': f'No orders found for "{client_name}"'})
-            return json.dumps({'clients': results})
-
-        results = []
-        for profile in profiles:
-            orders = SO.search([
-                ('partner_id', '=', profile.partner_id.id),
-                ('x_fc_sale_type', '!=', False),
-            ], order='date_order desc', limit=20) if profile.partner_id else SO
-            results.append(self._build_client_status_result(
-                partner_name=profile.display_name,
-                partner_id=profile.partner_id.id if profile.partner_id else None,
-                profile=profile,
-                orders=orders if profile.partner_id else SO.browse(),
-                Invoice=Invoice,
-            ))
-
-        return json.dumps({'clients': results})
-
-    def _build_client_status_result(self, partner_name, partner_id, profile, orders, Invoice):
-        """Build a complete status result for one client."""
-        order_data = []
-        for o in orders:
-            invoices = Invoice.search([
-                ('x_fc_source_sale_order_id', '=', o.id),
-                ('move_type', '=', 'out_invoice'),
-            ])
-            adp_inv = invoices.filtered(lambda i: i.x_fc_adp_invoice_portion == 'adp')
-            client_inv = invoices.filtered(lambda i: i.x_fc_adp_invoice_portion == 'client')
-
-            docs = {
-                'original_application': bool(o.x_fc_original_application),
-                'signed_pages': bool(o.x_fc_signed_pages_11_12),
-                'xml_file': bool(o.x_fc_xml_file),
-                'proof_of_delivery': bool(o.x_fc_proof_of_delivery),
-            }
-
-            status = o.x_fc_adp_application_status or ''
-            next_step = STATUS_NEXT_STEPS.get(status, '')
-
-            order_data.append({
-                'order': o.name,
-                'sale_type': o.x_fc_sale_type,
-                'status': status,
-                'date': str(o.date_order.date()) if o.date_order else '',
-                'total': float(o.amount_total),
-                'adp_total': float(o.x_fc_adp_portion_total),
-                'client_total': float(o.x_fc_client_portion_total),
-                'billing_date': str(o.x_fc_billing_date) if o.x_fc_billing_date else '',
-                'funding_warning': o.x_fc_funding_warning_message or '',
-                'adp_invoice': {
-                    'number': adp_inv[0].name if adp_inv else '',
-                    'amount': float(adp_inv[0].amount_total) if adp_inv else 0,
-                    'paid': adp_inv[0].payment_state in ('paid', 'in_payment') if adp_inv else False,
-                } if adp_inv else None,
-                'client_invoice': {
-                    'number': client_inv[0].name if client_inv else '',
-                    'amount': float(client_inv[0].amount_total) if client_inv else 0,
-                    'paid': client_inv[0].payment_state in ('paid', 'in_payment') if client_inv else False,
-                } if client_inv else None,
-                'documents': docs,
-                'next_step': next_step,
-            })
-
-        result = {
-            'name': partner_name,
-            'partner_id': partner_id,
-            'orders': order_data,
-            'order_count': len(order_data),
-        }
-
-        if profile:
-            result['profile_id'] = profile.id
-            result['health_card'] = profile.health_card_number or ''
-            result['city'] = profile.city or ''
-            result['condition'] = (profile.medical_condition or '')[:100]
-            result['total_adp_funded'] = float(profile.total_adp_funded)
-            result['total_client_funded'] = float(profile.total_client_portion)
-
-        return result
-
-    # ------------------------------------------------------------------
-    # Tool 5: ADP Billing Period Summary
-    # ------------------------------------------------------------------
-    def _fc_tool_adp_billing_period(self, period=None):
-        """AI Tool: Get ADP billing summary for a posting period."""
-        Mixin = self.env['fusion_claims.adp.posting.schedule.mixin']
-        Invoice = self.env['account.move'].sudo()
-
-        today = date.today()
-        frequency = Mixin._get_adp_posting_frequency()
-
-        if not period or period == 'current':
-            posting_date = Mixin._get_current_posting_date(today)
-        elif period == 'previous':
-            current = Mixin._get_current_posting_date(today)
-            posting_date = current - timedelta(days=frequency)
-        elif period == 'next':
-            posting_date = Mixin._get_next_posting_date(today)
-        else:
-            try:
-                ref_date = date.fromisoformat(period)
-                posting_date = Mixin._get_current_posting_date(ref_date)
-            except (ValueError, TypeError):
-                return json.dumps({'error': f'Invalid period: "{period}". Use "current", "previous", "next", or a date (YYYY-MM-DD).'})
-
-        period_start = posting_date
-        period_end = posting_date + timedelta(days=frequency - 1)
-        submission_deadline = Mixin._get_posting_week_wednesday(posting_date)
-        expected_payment = Mixin._get_expected_payment_date(posting_date)
-
-        adp_invoices = Invoice.search([
-            ('x_fc_adp_invoice_portion', '=', 'adp'),
-            ('move_type', '=', 'out_invoice'),
-            ('invoice_date', '>=', str(period_start)),
-            ('invoice_date', '<=', str(period_end)),
-        ])
-
-        total_invoiced = sum(adp_invoices.mapped('amount_total'))
-        total_paid = sum(adp_invoices.filtered(
-            lambda i: i.payment_state in ('paid', 'in_payment')
-        ).mapped('amount_total'))
-        total_unpaid = total_invoiced - total_paid
-
-        source_orders = adp_invoices.mapped('x_fc_source_sale_order_id')
-
-        invoice_details = []
-        for inv in adp_invoices[:25]:
-            so = inv.x_fc_source_sale_order_id
-            invoice_details.append({
-                'invoice': inv.name or '',
-                'order': so.name if so else '',
-                'client': inv.partner_id.name or '',
-                'amount': float(inv.amount_total),
-                'paid': inv.payment_state in ('paid', 'in_payment'),
-                'date': str(inv.invoice_date) if inv.invoice_date else '',
-            })
-
-        return json.dumps({
-            'period': {
-                'posting_date': str(posting_date),
-                'start': str(period_start),
-                'end': str(period_end),
-                'submission_deadline': f'{submission_deadline.strftime("%A, %B %d, %Y")} 6:00 PM',
-                'expected_payment_date': str(expected_payment),
-            },
-            'summary': {
-                'total_invoices': len(adp_invoices),
-                'total_invoiced': float(total_invoiced),
-                'total_paid': float(total_paid),
-                'total_unpaid': float(total_unpaid),
-                'orders_billed': len(source_orders),
-            },
-            'invoices': invoice_details,
-        })
-
-    # ------------------------------------------------------------------
-    # Tool 6: Demographics & Analytics
-    # ------------------------------------------------------------------
-    def _fc_tool_demographics(self, analysis_type=None, city_filter=None, sale_type_filter=None):
-        """AI Tool: Run demographic and analytical queries on client data."""
-        cr = self.env.cr
-        results = {}
-
-        if not analysis_type:
-            analysis_type = 'full'
-
-        if analysis_type in ('full', 'age_groups'):
-            cr.execute("""
-                SELECT
-                    CASE
-                        WHEN age < 18 THEN 'Under 18'
-                        WHEN age BETWEEN 18 AND 30 THEN '18-30'
-                        WHEN age BETWEEN 31 AND 45 THEN '31-45'
-                        WHEN age BETWEEN 46 AND 60 THEN '46-60'
-                        WHEN age BETWEEN 61 AND 75 THEN '61-75'
-                        ELSE '75+'
-                    END AS age_group,
-                    COUNT(DISTINCT p.id) AS clients,
-                    COUNT(app.id) AS applications,
-                    ROUND(COUNT(app.id)::numeric / NULLIF(COUNT(DISTINCT p.id), 0), 2) AS avg_applications,
-                    COALESCE(ROUND(SUM(p.total_adp_funded) / NULLIF(COUNT(DISTINCT p.id), 0), 2), 0) AS avg_adp_funded,
-                    COALESCE(ROUND(SUM(p.total_amount) / NULLIF(COUNT(DISTINCT p.id), 0), 2), 0) AS avg_total
-                FROM fusion_client_profile p
-                CROSS JOIN LATERAL (
-                    SELECT EXTRACT(YEAR FROM AGE(CURRENT_DATE, p.date_of_birth))::int AS age
-                ) a
-                LEFT JOIN fusion_adp_application_data app ON app.profile_id = p.id
-                WHERE p.date_of_birth IS NOT NULL
-                GROUP BY age_group
-                ORDER BY MIN(age)
-            """)
-            rows = cr.fetchall()
-            results['age_groups'] = [
-                {
-                    'age_group': r[0], 'clients': r[1], 'applications': r[2],
-                    'avg_applications': float(r[3]), 'avg_adp_funded': float(r[4]),
-                    'avg_total': float(r[5]),
-                } for r in rows
-            ]
-
-        if analysis_type in ('full', 'devices_by_age'):
-            cr.execute("""
-                SELECT
-                    CASE
-                        WHEN age < 45 THEN 'Under 45'
-                        WHEN age BETWEEN 45 AND 60 THEN '45-60'
-                        WHEN age BETWEEN 61 AND 75 THEN '61-75'
-                        ELSE '75+'
-                    END AS age_group,
-                    app.base_device,
-                    COUNT(*) AS count
-                FROM fusion_client_profile p
-                CROSS JOIN LATERAL (
-                    SELECT EXTRACT(YEAR FROM AGE(CURRENT_DATE, p.date_of_birth))::int AS age
-                ) a
-                JOIN fusion_adp_application_data app ON app.profile_id = p.id
-                WHERE p.date_of_birth IS NOT NULL
-                    AND app.base_device IS NOT NULL AND app.base_device != ''
-                GROUP BY age_group, app.base_device
-                ORDER BY age_group, count DESC
-            """)
-            rows = cr.fetchall()
-            devices_by_age = {}
-            for age_group, device, count in rows:
-                if age_group not in devices_by_age:
-                    devices_by_age[age_group] = []
-                label = BASE_DEVICE_LABELS.get(device, device)
-                devices_by_age[age_group].append({'device': label, 'count': count})
-            results['devices_by_age'] = devices_by_age
-
-        if analysis_type in ('full', 'city_demographics'):
-            city_clause = ""
-            params = []
-            if city_filter:
-                city_clause = "AND LOWER(p.city) = LOWER(%s)"
-                params = [city_filter]
-
-            cr.execute(f"""
-                SELECT
-                    p.city,
-                    COUNT(DISTINCT p.id) AS clients,
-                    COUNT(app.id) AS applications,
-                    ROUND(AVG(a.age), 1) AS avg_age,
-                    COALESCE(ROUND(SUM(p.total_adp_funded) / NULLIF(COUNT(DISTINCT p.id), 0), 2), 0) AS avg_adp_funded
-                FROM fusion_client_profile p
-                CROSS JOIN LATERAL (
-                    SELECT EXTRACT(YEAR FROM AGE(CURRENT_DATE, p.date_of_birth))::int AS age
-                ) a
-                LEFT JOIN fusion_adp_application_data app ON app.profile_id = p.id
-                WHERE p.city IS NOT NULL AND p.city != ''
-                    AND p.date_of_birth IS NOT NULL
-                    {city_clause}
-                GROUP BY p.city
-                ORDER BY clients DESC
-                LIMIT 15
-            """, params)
-            rows = cr.fetchall()
-            results['city_demographics'] = [
-                {
-                    'city': r[0], 'clients': r[1], 'applications': r[2],
-                    'avg_age': float(r[3]), 'avg_adp_funded': float(r[4]),
-                } for r in rows
-            ]
-
-        if analysis_type in ('full', 'benefits'):
-            cr.execute("""
-                SELECT
-                    CASE
-                        WHEN p.benefit_type = 'odsp' THEN 'ODSP'
-                        WHEN p.benefit_type = 'owp' THEN 'Ontario Works'
-                        WHEN p.benefit_type = 'acsd' THEN 'ACSD'
-                        WHEN p.receives_social_assistance THEN 'Social Assistance (other)'
-                        ELSE 'Regular (no assistance)'
-                    END AS benefit_category,
-                    COUNT(DISTINCT p.id) AS clients,
-                    COUNT(app.id) AS applications,
-                    ROUND(AVG(a.age), 1) AS avg_age,
-                    COALESCE(ROUND(AVG(p.total_adp_funded), 2), 0) AS avg_adp_funded
-                FROM fusion_client_profile p
-                CROSS JOIN LATERAL (
-                    SELECT EXTRACT(YEAR FROM AGE(CURRENT_DATE, p.date_of_birth))::int AS age
-                ) a
-                LEFT JOIN fusion_adp_application_data app ON app.profile_id = p.id
-                WHERE p.date_of_birth IS NOT NULL
-                GROUP BY benefit_category
-                ORDER BY clients DESC
-            """)
-            rows = cr.fetchall()
-            results['benefits_breakdown'] = [
-                {
-                    'category': r[0], 'clients': r[1], 'applications': r[2],
-                    'avg_age': float(r[3]), 'avg_adp_funded': float(r[4]),
-                } for r in rows
-            ]
-
-        if analysis_type in ('full', 'top_devices'):
-            cr.execute("""
-                SELECT
-                    app.base_device,
-                    COUNT(*) AS count,
-                    COUNT(DISTINCT app.profile_id) AS unique_clients,
-                    ROUND(AVG(a.age), 1) AS avg_age
-                FROM fusion_adp_application_data app
-                JOIN fusion_client_profile p ON p.id = app.profile_id
-                CROSS JOIN LATERAL (
-                    SELECT EXTRACT(YEAR FROM AGE(CURRENT_DATE, p.date_of_birth))::int AS age
-                ) a
-                WHERE app.base_device IS NOT NULL AND app.base_device != '' AND app.base_device != 'none'
-                    AND p.date_of_birth IS NOT NULL
-                GROUP BY app.base_device
-                ORDER BY count DESC
-                LIMIT 15
-            """)
-            rows = cr.fetchall()
-            results['top_devices'] = [
-                {
-                    'device': BASE_DEVICE_LABELS.get(r[0], r[0]),
-                    'device_code': r[0],
-                    'applications': r[1],
-                    'unique_clients': r[2],
-                    'avg_client_age': float(r[3]),
-                } for r in rows
-            ]
-
-        if analysis_type in ('full', 'funding_summary'):
-            cr.execute("""
-                SELECT
-                    COUNT(*) AS total_profiles,
-                    ROUND(AVG(a.age), 1) AS avg_age,
-                    ROUND(SUM(p.total_adp_funded), 2) AS total_adp_funded,
-                    ROUND(SUM(p.total_client_portion), 2) AS total_client_portion,
-                    ROUND(SUM(p.total_amount), 2) AS grand_total,
-                    ROUND(AVG(p.total_adp_funded), 2) AS avg_adp_per_client,
-                    ROUND(AVG(p.total_client_portion), 2) AS avg_client_per_client,
-                    ROUND(AVG(p.claim_count), 2) AS avg_claims_per_client,
-                    MIN(a.age) AS youngest,
-                    MAX(a.age) AS oldest
-                FROM fusion_client_profile p
-                CROSS JOIN LATERAL (
-                    SELECT EXTRACT(YEAR FROM AGE(CURRENT_DATE, p.date_of_birth))::int AS age
-                ) a
-                WHERE p.date_of_birth IS NOT NULL
-            """)
-            r = cr.fetchone()
-            results['funding_summary'] = {
-                'total_profiles': r[0],
-                'avg_age': float(r[1]),
-                'total_adp_funded': float(r[2]),
-                'total_client_portion': float(r[3]),
-                'grand_total': float(r[4]),
-                'avg_adp_per_client': float(r[5]),
-                'avg_client_per_client': float(r[6]),
-                'avg_claims_per_client': float(r[7]),
-                'youngest_client_age': r[8],
-                'oldest_client_age': r[9],
-            }
-
-        return json.dumps(results)

fusion_claims/models/email_builder_mixin.py

@@ -1,242 +0,0 @@
-# -*- coding: utf-8 -*-
-# Fusion Claims - Professional Email Builder Mixin
-# Provides consistent, dark/light mode safe email templates across all modules.
-
-from odoo import models
-
-
-class FusionEmailBuilderMixin(models.AbstractModel):
-    _name = 'fusion.email.builder.mixin'
-    _description = 'Fusion Email Builder Mixin'
-
-    # ------------------------------------------------------------------
-    # Color constants
-    # ------------------------------------------------------------------
-    _EMAIL_COLORS = {
-        'info': '#2B6CB0',
-        'success': '#38a169',
-        'attention': '#d69e2e',
-        'urgent': '#c53030',
-    }
-
-    # ------------------------------------------------------------------
-    # Public API
-    # ------------------------------------------------------------------
-
-    def _email_build(
-        self,
-        title,
-        summary,
-        sections=None,
-        note=None,
-        note_color=None,
-        email_type='info',
-        attachments_note=None,
-        button_url=None,
-        button_text='View Case Details',
-        sender_name=None,
-        extra_html='',
-    ):
-        """Build a complete professional email HTML string.
-
-        Args:
-            title: Email heading (e.g. "Application Approved")
-            summary: One-sentence summary HTML (may contain <strong> tags)
-            sections: list of (heading, rows) where rows is list of (label, value)
-                      e.g. [('Case Details', [('Client', 'John'), ('Case', 'S30073')])]
-            note: Optional note/next-steps text (plain or HTML)
-            note_color: Override left-border color for note (default uses email_type)
-            email_type: 'info' | 'success' | 'attention' | 'urgent'
-            attachments_note: Optional string listing attached files
-            button_url: Optional CTA button URL
-            button_text: CTA button label
-            sender_name: Name for sign-off (defaults to current user)
-            extra_html: Any additional HTML to insert before sign-off
-        """
-        accent = self._EMAIL_COLORS.get(email_type, self._EMAIL_COLORS['info'])
-        company = self._get_company_info()
-
-        parts = []
-        # -- Wrapper open + accent bar
-        parts.append(
-            f'<div style="font-family:-apple-system,BlinkMacSystemFont,\'Segoe UI\',Roboto,Arial,sans-serif;'
-            f'max-width:600px;margin:0 auto;color:#2d3748;">'
-            f'<div style="height:4px;background-color:{accent};"></div>'
-            f'<div style="background:#ffffff;padding:32px 28px;border:1px solid #e2e8f0;border-top:none;">'
-        )
-
-        # -- Company name
-        parts.append(
-            f'<p style="color:{accent};font-size:13px;font-weight:600;letter-spacing:0.5px;'
-            f'text-transform:uppercase;margin:0 0 24px 0;">{company["name"]}</p>'
-        )
-
-        # -- Title
-        parts.append(
-            f'<h2 style="color:#1a202c;font-size:22px;font-weight:700;'
-            f'margin:0 0 6px 0;line-height:1.3;">{title}</h2>'
-        )
-
-        # -- Summary
-        parts.append(
-            f'<p style="color:#718096;font-size:15px;line-height:1.5;'
-            f'margin:0 0 24px 0;">{summary}</p>'
-        )
-
-        # -- Sections (details tables)
-        if sections:
-            for heading, rows in sections:
-                parts.append(self._email_section(heading, rows))
-
-        # -- Note / Next Steps
-        if note:
-            nc = note_color or accent
-            parts.append(self._email_note(note, nc))
-
-        # -- Extra HTML
-        if extra_html:
-            parts.append(extra_html)
-
-        # -- Attachment note
-        if attachments_note:
-            parts.append(self._email_attachment_note(attachments_note))
-
-        # -- CTA Button
-        if button_url:
-            parts.append(self._email_button(button_url, button_text, accent))
-
-        # -- Sign-off
-        signer = sender_name or (self.env.user.name if self.env.user else '')
-        parts.append(
-            f'<p style="color:#2d3748;font-size:14px;line-height:1.6;margin:24px 0 0 0;">'
-            f'Best regards,<br/>'
-            f'<strong>{signer}</strong><br/>'
-            f'<span style="color:#718096;">{company["name"]}</span></p>'
-        )
-
-        # -- Close content card
-        parts.append('</div>')
-
-        # -- Footer
-        footer_parts = [company['name']]
-        if company['phone']:
-            footer_parts.append(company['phone'])
-        if company['email']:
-            footer_parts.append(company['email'])
-        footer_text = ' &middot; '.join(footer_parts)
-
-        parts.append(
-            f'<div style="padding:16px 28px;text-align:center;">'
-            f'<p style="color:#a0aec0;font-size:11px;line-height:1.5;margin:0;">'
-            f'{footer_text}<br/>'
-            f'This is an automated notification from the ADP Claims Management System.</p>'
-            f'</div>'
-        )
-
-        # -- Close wrapper
-        parts.append('</div>')
-
-        return ''.join(parts)
-
-    # ------------------------------------------------------------------
-    # Building blocks
-    # ------------------------------------------------------------------
-
-    def _email_section(self, heading, rows):
-        """Build a labeled details table section.
-
-        Args:
-            heading: Section title (e.g. "Case Details")
-            rows: list of (label, value) tuples. Value can be plain text or HTML.
-        """
-        if not rows:
-            return ''
-
-        html = (
-            '<table style="width:100%;border-collapse:collapse;margin:0 0 24px 0;">'
-            f'<tr><td colspan="2" style="padding:10px 14px;font-size:12px;font-weight:600;'
-            f'color:#718096;text-transform:uppercase;letter-spacing:0.5px;'
-            f'border-bottom:2px solid #e2e8f0;">{heading}</td></tr>'
-        )
-
-        for label, value in rows:
-            if value is None or value == '' or value is False:
-                continue
-            html += (
-                f'<tr>'
-                f'<td style="padding:10px 14px;color:#718096;font-size:14px;'
-                f'border-bottom:1px solid #f0f0f0;width:35%;">{label}</td>'
-                f'<td style="padding:10px 14px;color:#2d3748;font-size:14px;'
-                f'border-bottom:1px solid #f0f0f0;">{value}</td>'
-                f'</tr>'
-            )
-
-        html += '</table>'
-        return html
-
-    def _email_note(self, text, color='#2B6CB0'):
-        """Build a left-border accent note block."""
-        return (
-            f'<div style="border-left:3px solid {color};padding:12px 16px;'
-            f'margin:0 0 24px 0;background:#f7fafc;">'
-            f'<p style="margin:0;font-size:14px;line-height:1.5;color:#2d3748;">{text}</p>'
-            f'</div>'
-        )
-
-    def _email_button(self, url, text='View Case Details', color='#2B6CB0'):
-        """Build a centered CTA button."""
-        return (
-            f'<p style="text-align:center;margin:28px 0;">'
-            f'<a href="{url}" style="display:inline-block;background:{color};color:#ffffff;'
-            f'padding:12px 28px;text-decoration:none;border-radius:6px;'
-            f'font-size:14px;font-weight:600;">{text}</a></p>'
-        )
-
-    def _email_attachment_note(self, description):
-        """Build a dashed-border attachment callout.
-
-        Args:
-            description: e.g. "ADP Application (PDF), XML Data File"
-        """
-        return (
-            f'<div style="padding:10px 14px;border:1px dashed #e2e8f0;border-radius:6px;'
-            f'margin:0 0 24px 0;">'
-            f'<p style="margin:0;font-size:13px;color:#718096;">'
-            f'<strong style="color:#2d3748;">Attached:</strong> {description}</p>'
-            f'</div>'
-        )
-
-    def _email_status_badge(self, label, color='#2B6CB0'):
-        """Return an inline status badge/pill HTML snippet."""
-        # Pick a light background tint for the badge
-        bg_map = {
-            '#38a169': '#f0fff4',
-            '#2B6CB0': '#ebf4ff',
-            '#d69e2e': '#fefcbf',
-            '#c53030': '#fff5f5',
-        }
-        bg = bg_map.get(color, '#ebf4ff')
-        return (
-            f'<span style="display:inline-block;background:{bg};color:{color};'
-            f'padding:2px 10px;border-radius:12px;font-size:12px;font-weight:600;">'
-            f'{label}</span>'
-        )
-
-    # ------------------------------------------------------------------
-    # Helpers
-    # ------------------------------------------------------------------
-
-    def _get_company_info(self):
-        """Return company name, phone, email for email templates."""
-        company = getattr(self, 'company_id', None) or self.env.company
-        return {
-            'name': company.name or 'Our Company',
-            'phone': company.phone or '',
-            'email': company.email or '',
-        }
-
-    def _email_is_enabled(self):
-        """Check if email notifications are enabled in settings."""
-        ICP = self.env['ir.config_parameter'].sudo()
-        val = ICP.get_param('fusion_claims.enable_email_notifications', 'True')
-        return val.lower() in ('true', '1', 'yes')

fusion_claims/models/fusion_adp_device_code.py

@@ -57,6 +57,12 @@ class FusionADPDeviceCode(models.Model):
         index=True,
         help='Device manufacturer',
     )
+    build_type = fields.Selection(
+        [('modular', 'Modular'), ('custom_fabricated', 'Custom Fabricated')],
+        string='Build Type',
+        index=True,
+        help='Build type for positioning/seating devices: Modular or Custom Fabricated',
+    )
     device_description = fields.Char(
         string='Device Description',
         help='Detailed device description from mobility manual',
@@ -243,6 +249,16 @@ class FusionADPDeviceCode(models.Model):
                 manufacturer = self._clean_text(item.get('Manufacturer', '') or item.get('manufacturer', ''))
                 device_description = self._clean_text(item.get('Device Description', '') or item.get('device_description', ''))
 
+                # Parse build type (Modular / Custom Fabricated)
+                build_type_raw = self._clean_text(item.get('Build Type', '') or item.get('build_type', ''))
+                build_type = False
+                if build_type_raw:
+                    bt_lower = build_type_raw.lower().strip()
+                    if bt_lower in ('modular', 'mod'):
+                        build_type = 'modular'
+                    elif bt_lower in ('custom fabricated', 'custom_fabricated', 'custom'):
+                        build_type = 'custom_fabricated'
+                
                 # Parse quantity
                 qty_val = item.get('Quantity', 1) or item.get('Qty', 1) or item.get('quantity', 1)
                 max_qty = int(qty_val) if qty_val else 1
@@ -277,6 +293,8 @@ class FusionADPDeviceCode(models.Model):
                     'last_updated': fields.Datetime.now(),
                     'active': True,
                 }
+                if build_type:
+                    vals['build_type'] = build_type
                 
                 if existing:
                     existing.write(vals)

fusion_claims/models/page11_sign_request.py

@@ -0,0 +1,389 @@
+# -*- coding: utf-8 -*-
+# Copyright 2024-2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+import base64
+import logging
+import uuid
+from datetime import timedelta
+
+from markupsafe import Markup
+
+from odoo import models, fields, api, _
+from odoo.exceptions import UserError
+
+_logger = logging.getLogger(__name__)
+
+SIGNER_TYPE_SELECTION = [
+    ('client', 'Client (Self)'),
+    ('spouse', 'Spouse'),
+    ('parent', 'Parent'),
+    ('legal_guardian', 'Legal Guardian'),
+    ('poa', 'Power of Attorney'),
+    ('public_trustee', 'Public Trustee'),
+]
+
+SIGNER_TYPE_TO_RELATIONSHIP = {
+    'spouse': 'Spouse',
+    'parent': 'Parent',
+    'legal_guardian': 'Legal Guardian',
+    'poa': 'Power of Attorney',
+    'public_trustee': 'Public Trustee',
+}
+
+
+class Page11SignRequest(models.Model):
+    _name = 'fusion.page11.sign.request'
+    _description = 'ADP Page 11 Remote Signing Request'
+    _inherit = ['fusion.email.builder.mixin']
+    _order = 'create_date desc'
+
+    sale_order_id = fields.Many2one(
+        'sale.order', string='Sale Order',
+        required=True, ondelete='cascade', index=True,
+    )
+    access_token = fields.Char(
+        string='Access Token', required=True, copy=False,
+        default=lambda self: str(uuid.uuid4()), index=True,
+    )
+    state = fields.Selection([
+        ('draft', 'Draft'),
+        ('sent', 'Sent'),
+        ('signed', 'Signed'),
+        ('expired', 'Expired'),
+        ('cancelled', 'Cancelled'),
+    ], string='Status', default='draft', required=True, tracking=True)
+
+    signer_email = fields.Char(string='Recipient Email', required=True)
+    signer_type = fields.Selection(
+        SIGNER_TYPE_SELECTION, string='Signer Type',
+        default='client', required=True,
+    )
+    signer_name = fields.Char(string='Signer Name')
+    signer_relationship = fields.Char(string='Relationship to Client')
+
+    signature_data = fields.Binary(string='Signature', attachment=True)
+    signed_pdf = fields.Binary(string='Signed PDF', attachment=True)
+    signed_pdf_filename = fields.Char(string='Signed PDF Filename')
+    signed_date = fields.Datetime(string='Signed Date')
+    sent_date = fields.Datetime(string='Sent Date')
+    expiry_date = fields.Datetime(string='Expiry Date')
+
+    consent_declaration_accepted = fields.Boolean(string='Declaration Accepted')
+    consent_signed_by = fields.Selection([
+        ('applicant', 'Applicant'),
+        ('agent', 'Agent'),
+    ], string='Signed By')
+
+    client_first_name = fields.Char(string='Client First Name')
+    client_last_name = fields.Char(string='Client Last Name')
+    client_health_card = fields.Char(string='Health Card Number')
+    client_health_card_version = fields.Char(string='Health Card Version')
+
+    agent_first_name = fields.Char(string='Agent First Name')
+    agent_last_name = fields.Char(string='Agent Last Name')
+    agent_middle_initial = fields.Char(string='Agent Middle Initial')
+    agent_phone = fields.Char(string='Agent Phone')
+    agent_unit = fields.Char(string='Agent Unit Number')
+    agent_street_number = fields.Char(string='Agent Street Number')
+    agent_street = fields.Char(string='Agent Street Name')
+    agent_city = fields.Char(string='Agent City')
+    agent_province = fields.Char(string='Agent Province', default='Ontario')
+    agent_postal_code = fields.Char(string='Agent Postal Code')
+
+    custom_message = fields.Text(string='Custom Message')
+
+    company_id = fields.Many2one(
+        'res.company', string='Company',
+        related='sale_order_id.company_id', store=True,
+    )
+
+    def name_get(self):
+        return [
+            (r.id, f"Page 11 - {r.sale_order_id.name} ({r.state})")
+            for r in self
+        ]
+
+    def _send_signing_email(self):
+        """Build and send the signing request email."""
+        self.ensure_one()
+        base_url = self.env['ir.config_parameter'].sudo().get_param('web.base.url')
+        sign_url = f'{base_url}/page11/sign/{self.access_token}'
+        order = self.sale_order_id
+
+        client_name = order.partner_id.name or 'N/A'
+        sections = [
+            ('Case Details', [
+                ('Client', client_name),
+                ('Case Reference', order.name),
+            ]),
+        ]
+
+        if order.x_fc_authorizer_id:
+            sections[0][1].append(('Authorizer', order.x_fc_authorizer_id.name))
+
+        if order.x_fc_assessment_start_date:
+            sections[0][1].append((
+                'Assessment Date',
+                order.x_fc_assessment_start_date.strftime('%B %d, %Y'),
+            ))
+
+        note_parts = []
+        if self.custom_message:
+            note_parts.append(self.custom_message)
+        days_left = 7
+        if self.expiry_date:
+            delta = self.expiry_date - fields.Datetime.now()
+            days_left = max(1, delta.days)
+        note_parts.append(
+            f'This link will expire in {days_left} days. '
+            'Please complete the signing at your earliest convenience.'
+        )
+        note_text = '<br/><br/>'.join(note_parts)
+
+        body_html = self._email_build(
+            title='Page 11 Signature Required',
+            summary=(
+                f'{order.company_id.name} requires your signature on the '
+                f'ADP Consent and Declaration form for <strong>{client_name}</strong>.'
+            ),
+            sections=sections,
+            note=note_text,
+            email_type='info',
+            button_url=sign_url,
+            button_text='Sign Now',
+            sender_name=self.env.user.name,
+        )
+
+        mail_values = {
+            'subject': f'{order.company_id.name} - Page 11 Signature Required ({order.name})',
+            'body_html': body_html,
+            'email_to': self.signer_email,
+            'email_from': (
+                self.env.user.email_formatted
+                or order.company_id.email_formatted
+            ),
+            'auto_delete': True,
+        }
+        mail = self.env['mail.mail'].sudo().create(mail_values)
+        mail.send()
+
+        self.write({
+            'state': 'sent',
+            'sent_date': fields.Datetime.now(),
+        })
+
+        signer_display = self.signer_name or self.signer_email
+        order.message_post(
+            body=Markup(
+                'Page 11 signing request sent to <strong>%s</strong> (%s).'
+            ) % (signer_display, self.signer_email),
+            message_type='notification',
+            subtype_xmlid='mail.mt_note',
+        )
+
+    def _generate_signed_pdf(self):
+        """Generate the signed Page 11 PDF using the PDF template engine."""
+        self.ensure_one()
+        order = self.sale_order_id
+
+        assessment = self.env['fusion.assessment'].search([
+            ('sale_order_id', '=', order.id),
+        ], limit=1, order='create_date desc')
+
+        if assessment:
+            ctx = assessment._get_pdf_context()
+        else:
+            ctx = self._build_pdf_context_from_order()
+
+        if self.client_first_name:
+            ctx['client_first_name'] = self.client_first_name
+        if self.client_last_name:
+            ctx['client_last_name'] = self.client_last_name
+        if self.client_health_card:
+            ctx['client_health_card'] = self.client_health_card
+        if self.client_health_card_version:
+            ctx['client_health_card_version'] = self.client_health_card_version
+
+        ctx.update({
+            'consent_signed_by': self.consent_signed_by or '',
+            'consent_applicant': self.consent_signed_by == 'applicant',
+            'consent_agent': self.consent_signed_by == 'agent',
+            'consent_declaration_accepted': self.consent_declaration_accepted,
+            'consent_date': str(fields.Date.today()),
+        })
+
+        if self.consent_signed_by == 'agent':
+            ctx.update({
+                'agent_first_name': self.agent_first_name or '',
+                'agent_last_name': self.agent_last_name or '',
+                'agent_middle_initial': self.agent_middle_initial or '',
+                'agent_unit': self.agent_unit or '',
+                'agent_street_number': self.agent_street_number or '',
+                'agent_street_name': self.agent_street or '',
+                'agent_city': self.agent_city or '',
+                'agent_province': self.agent_province or '',
+                'agent_postal_code': self.agent_postal_code or '',
+                'agent_home_phone': self.agent_phone or '',
+                'agent_relationship': self.signer_relationship or '',
+                'agent_rel_spouse': self.signer_type == 'spouse',
+                'agent_rel_parent': self.signer_type == 'parent',
+                'agent_rel_poa': self.signer_type == 'poa',
+                'agent_rel_guardian': self.signer_type in ('legal_guardian', 'public_trustee'),
+            })
+
+        signatures = {}
+        if self.signature_data:
+            signatures['signature_page_11'] = base64.b64decode(self.signature_data)
+
+        template = self.env['fusion.pdf.template'].search([
+            ('state', '=', 'active'),
+            ('name', 'ilike', 'adp_page_11'),
+        ], limit=1)
+
+        if not template:
+            template = self.env['fusion.pdf.template'].search([
+                ('state', '=', 'active'),
+                ('name', 'ilike', 'page 11'),
+            ], limit=1)
+
+        if not template:
+            _logger.warning("No active PDF template found for Page 11")
+            return None
+
+        try:
+            pdf_bytes = template.generate_filled_pdf(ctx, signatures)
+            if pdf_bytes:
+                first, last = order._get_client_name_parts()
+                filename = f'{first}_{last}_Page11_Signed.pdf'
+                self.write({
+                    'signed_pdf': base64.b64encode(pdf_bytes),
+                    'signed_pdf_filename': filename,
+                })
+                return pdf_bytes
+        except Exception as e:
+            _logger.error("Failed to generate Page 11 PDF: %s", e)
+        return None
+
+    def _build_pdf_context_from_order(self):
+        """Build a PDF context dict from the sale order when no assessment exists."""
+        order = self.sale_order_id
+        partner = order.partner_id
+        first, last = order._get_client_name_parts()
+        return {
+            'client_first_name': first,
+            'client_last_name': last,
+            'client_name': partner.name or '',
+            'client_street': partner.street or '',
+            'client_city': partner.city or '',
+            'client_state': partner.state_id.name if partner.state_id else 'Ontario',
+            'client_postal_code': partner.zip or '',
+            'client_phone': partner.phone or partner.mobile or '',
+            'client_email': partner.email or '',
+            'client_type': order.x_fc_client_type or '',
+            'client_type_reg': order.x_fc_client_type == 'REG',
+            'client_type_ods': order.x_fc_client_type == 'ODS',
+            'client_type_acs': order.x_fc_client_type == 'ACS',
+            'client_type_owp': order.x_fc_client_type == 'OWP',
+            'reference': order.name or '',
+            'authorizer_name': order.x_fc_authorizer_id.name if order.x_fc_authorizer_id else '',
+            'authorizer_phone': order.x_fc_authorizer_id.phone if order.x_fc_authorizer_id else '',
+            'authorizer_email': order.x_fc_authorizer_id.email if order.x_fc_authorizer_id else '',
+            'claim_authorization_date': str(order.x_fc_claim_authorization_date) if order.x_fc_claim_authorization_date else '',
+            'assessment_start_date': str(order.x_fc_assessment_start_date) if order.x_fc_assessment_start_date else '',
+            'assessment_end_date': str(order.x_fc_assessment_end_date) if order.x_fc_assessment_end_date else '',
+        }
+
+    def _update_sale_order(self):
+        """Copy signing data from this request to the sale order."""
+        self.ensure_one()
+        order = self.sale_order_id
+        vals = {
+            'x_fc_page11_signer_type': self.signer_type,
+            'x_fc_page11_signer_name': self.signer_name,
+            'x_fc_page11_signed_date': fields.Date.today(),
+        }
+        if self.signer_type != 'client':
+            vals['x_fc_page11_signer_relationship'] = (
+                self.signer_relationship
+                or SIGNER_TYPE_TO_RELATIONSHIP.get(self.signer_type, '')
+            )
+        if self.signed_pdf:
+            vals['x_fc_signed_pages_11_12'] = self.signed_pdf
+            vals['x_fc_signed_pages_filename'] = self.signed_pdf_filename
+
+        order.with_context(
+            skip_page11_check=True,
+            skip_document_chatter=True,
+        ).write(vals)
+
+        signer_display = self.signer_name or 'N/A'
+        if self.signed_pdf:
+            att = self.env['ir.attachment'].sudo().create({
+                'name': self.signed_pdf_filename or 'Page11_Signed.pdf',
+                'datas': self.signed_pdf,
+                'res_model': 'sale.order',
+                'res_id': order.id,
+                'mimetype': 'application/pdf',
+            })
+            order.message_post(
+                body=Markup(
+                    'Page 11 has been signed by <strong>%s</strong> (%s).'
+                ) % (signer_display, self.signer_email),
+                attachment_ids=[att.id],
+                message_type='notification',
+                subtype_xmlid='mail.mt_note',
+            )
+        else:
+            order.message_post(
+                body=Markup(
+                    'Page 11 has been signed by <strong>%s</strong> (%s). '
+                    'PDF generation was not available.'
+                ) % (signer_display, self.signer_email),
+                message_type='notification',
+                subtype_xmlid='mail.mt_note',
+            )
+
+    def action_cancel(self):
+        """Cancel a pending signing request."""
+        for rec in self:
+            if rec.state in ('draft', 'sent'):
+                rec.state = 'cancelled'
+
+    def action_resend(self):
+        """Resend the signing email."""
+        for rec in self:
+            if rec.state in ('sent', 'expired'):
+                rec.expiry_date = fields.Datetime.now() + timedelta(days=7)
+                rec.access_token = str(uuid.uuid4())
+                rec._send_signing_email()
+
+    def action_request_new_signature(self):
+        """Create a new signing request (e.g. to re-sign after corrections)."""
+        self.ensure_one()
+        if self.state == 'signed':
+            self.state = 'cancelled'
+        return {
+            'type': 'ir.actions.act_window',
+            'name': 'Request Page 11 Signature',
+            'res_model': 'fusion_claims.send.page11.wizard',
+            'view_mode': 'form',
+            'target': 'new',
+            'context': {
+                'default_sale_order_id': self.sale_order_id.id,
+                'default_signer_email': self.signer_email,
+                'default_signer_name': self.signer_name,
+                'default_signer_type': self.signer_type,
+            },
+        }
+
+    @api.model
+    def _cron_expire_requests(self):
+        """Mark expired unsigned requests."""
+        expired = self.search([
+            ('state', '=', 'sent'),
+            ('expiry_date', '<', fields.Datetime.now()),
+        ])
+        if expired:
+            expired.write({'state': 'expired'})
+            _logger.info("Expired %d Page 11 signing requests", len(expired))

fusion_claims/models/push_subscription.py

@@ -1,73 +0,0 @@
-# -*- coding: utf-8 -*-
-# Copyright 2024-2026 Nexa Systems Inc.
-# License OPL-1 (Odoo Proprietary License v1.0)
-
-"""
-Web Push Subscription model for storing browser push notification subscriptions.
-"""
-
-from odoo import models, fields, api
-import logging
-
-_logger = logging.getLogger(__name__)
-
-
-class FusionPushSubscription(models.Model):
-    _name = 'fusion.push.subscription'
-    _description = 'Web Push Subscription'
-    _order = 'create_date desc'
-
-    user_id = fields.Many2one(
-        'res.users',
-        string='User',
-        required=True,
-        ondelete='cascade',
-        index=True,
-    )
-    endpoint = fields.Text(
-        string='Endpoint URL',
-        required=True,
-    )
-    p256dh_key = fields.Text(
-        string='P256DH Key',
-        required=True,
-    )
-    auth_key = fields.Text(
-        string='Auth Key',
-        required=True,
-    )
-    browser_info = fields.Char(
-        string='Browser Info',
-        help='User agent or browser identification',
-    )
-    active = fields.Boolean(
-        default=True,
-    )
-
-    _constraints = [
-        models.Constraint(
-            'unique(endpoint)',
-            'This push subscription endpoint already exists.',
-        ),
-    ]
-
-    @api.model
-    def register_subscription(self, user_id, endpoint, p256dh_key, auth_key, browser_info=None):
-        """Register or update a push subscription."""
-        existing = self.sudo().search([('endpoint', '=', endpoint)], limit=1)
-        if existing:
-            existing.write({
-                'user_id': user_id,
-                'p256dh_key': p256dh_key,
-                'auth_key': auth_key,
-                'browser_info': browser_info or existing.browser_info,
-                'active': True,
-            })
-            return existing
-        return self.sudo().create({
-            'user_id': user_id,
-            'endpoint': endpoint,
-            'p256dh_key': p256dh_key,
-            'auth_key': auth_key,
-            'browser_info': browser_info,
-        })