Initial commit

fusion_claims/wizard/__init__.py

@@ -0,0 +1,32 @@
+# -*- 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.
+
+from . import adp_export_wizard
+from . import device_import_wizard
+from . import device_approval_wizard
+from . import submission_verification_wizard
+from . import sale_advance_payment_inv
+from . import account_payment_register
+from . import status_change_reason_wizard
+from . import case_close_verification_wizard
+from . import schedule_assessment_wizard
+from . import assessment_completed_wizard
+from . import application_received_wizard
+from . import ready_for_submission_wizard
+from . import ready_to_bill_wizard
+from . import field_mapping_config_wizard
+from . import loaner_checkout_wizard
+from . import loaner_return_wizard
+from . import ready_for_delivery_wizard
+from . import xml_import_wizard
+from . import send_to_mod_wizard
+from . import mod_awaiting_funding_wizard
+from . import mod_funding_approved_wizard
+from . import mod_pca_received_wizard
+from . import odsp_sa_mobility_wizard
+from . import odsp_discretionary_wizard
+from . import odsp_pre_approved_wizard
+from . import odsp_ready_delivery_wizard
+from . import odsp_submit_to_odsp_wizard

fusion_claims/wizard/account_payment_register.py

@@ -0,0 +1,79 @@
+# -*- 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.
+
+from odoo import models, fields, api
+from odoo.exceptions import UserError
+
+
+class AccountPaymentRegister(models.TransientModel):
+    _inherit = 'account.payment.register'
+
+    x_fc_card_last_four = fields.Char(
+        string='Card Last 4 Digits',
+        size=4,
+        help='Enter last 4 digits of the card used for payment (required for card payments)',
+    )
+    
+    x_fc_payment_note = fields.Char(
+        string='Payment Note',
+        help='Additional note for this payment',
+    )
+    
+    x_fc_is_card_payment = fields.Boolean(
+        string='Is Card Payment',
+        compute='_compute_is_card_payment',
+        help='True if payment method is Credit Card or Debit Card',
+    )
+
+    @api.depends('payment_method_line_id', 'payment_method_line_id.x_fc_requires_card_digits')
+    def _compute_is_card_payment(self):
+        """Check if the selected payment method requires card digits.
+        
+        Uses the x_fc_requires_card_digits flag on payment method line.
+        Falls back to keyword matching if field not set.
+        """
+        card_keywords = ['credit', 'debit', 'visa', 'mastercard', 'amex']
+        for wizard in self:
+            is_card = False
+            if wizard.payment_method_line_id:
+                # First check the explicit flag
+                if hasattr(wizard.payment_method_line_id, 'x_fc_requires_card_digits'):
+                    is_card = wizard.payment_method_line_id.x_fc_requires_card_digits
+                # Fallback to keyword matching if flag not explicitly set
+                if not is_card and wizard.payment_method_line_id.name:
+                    method_name = wizard.payment_method_line_id.name.lower()
+                    is_card = any(keyword in method_name for keyword in card_keywords)
+            wizard.x_fc_is_card_payment = is_card
+
+    def action_create_payments(self):
+        """Override to validate card number is entered for card payments."""
+        # Validate card number for card payments
+        if self.x_fc_is_card_payment and not self.x_fc_card_last_four:
+            raise UserError(
+                "Card Last 4 Digits is required for Credit Card and Debit Card payments.\n\n"
+                "Please enter the last 4 digits of the card used for this payment."
+            )
+        
+        # Validate card number format (must be exactly 4 digits)
+        if self.x_fc_card_last_four:
+            if not self.x_fc_card_last_four.isdigit() or len(self.x_fc_card_last_four) != 4:
+                raise UserError(
+                    "Card Last 4 Digits must be exactly 4 numeric digits.\n\n"
+                    "Example: 1234"
+                )
+        
+        return super().action_create_payments()
+
+    def _create_payment_vals_from_wizard(self, batch_result):
+        """Override to add card info to payment values."""
+        vals = super()._create_payment_vals_from_wizard(batch_result)
+        
+        # Add our custom fields
+        if self.x_fc_card_last_four:
+            vals['x_fc_card_last_four'] = self.x_fc_card_last_four
+        if self.x_fc_payment_note:
+            vals['x_fc_payment_note'] = self.x_fc_payment_note
+            
+        return vals

fusion_claims/wizard/account_payment_register_views.xml

@@ -0,0 +1,27 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<!--
+    Copyright 2024-2025 Nexa Systems Inc.
+    License OPL-1 (Odoo Proprietary License v1.0)
+    Part of the Fusion Claim Assistant product family.
+-->
+<odoo>
+    <!-- Extend the payment register wizard form to add card info -->
+    <record id="view_account_payment_register_form_fc" model="ir.ui.view">
+        <field name="name">account.payment.register.form.fc</field>
+        <field name="model">account.payment.register</field>
+        <field name="inherit_id" ref="account.view_account_payment_register_form"/>
+        <field name="arch" type="xml">
+            <!-- Add hidden field for card payment detection -->
+            <xpath expr="//field[@name='communication']" position="after">
+                <field name="x_fc_is_card_payment" invisible="1"/>
+                <field name="x_fc_card_last_four" 
+                       placeholder="e.g., 1234"
+                       required="x_fc_is_card_payment"
+                       invisible="not can_edit_wizard or (can_group_payments and not group_payment)"/>
+                <field name="x_fc_payment_note"
+                       placeholder="Transaction reference or note"
+                       invisible="not can_edit_wizard or (can_group_payments and not group_payment)"/>
+            </xpath>
+        </field>
+    </record>
+</odoo>

fusion_claims/wizard/adp_export_wizard.py

@@ -0,0 +1,617 @@
+# -*- 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 base64
+from datetime import datetime, date
+from odoo import models, fields, api, _
+from odoo.exceptions import UserError
+import logging
+
+_logger = logging.getLogger(__name__)
+
+
+class FusionCentralExportWizard(models.TransientModel):
+    _name = 'fusion_claims.export.wizard'
+    _description = 'Fusion Central ADP Export Wizard'
+
+    invoice_ids = fields.Many2many(
+        'account.move',
+        string='Invoices',
+        domain=[('move_type', 'in', ['out_invoice', 'out_refund'])],
+    )
+    vendor_code = fields.Char(
+        string='Vendor Code',
+        required=True,
+    )
+    export_date = fields.Date(
+        string='Export Date',
+        default=fields.Date.today,
+        required=True,
+    )
+    
+    # Export result
+    export_file = fields.Binary(string='Export File', readonly=True)
+    export_filename = fields.Char(string='Filename', readonly=True)
+    state = fields.Selection([
+        ('draft', 'Draft'),
+        ('done', 'Done'),
+    ], default='draft')
+    export_summary = fields.Text(string='Export Summary', readonly=True)
+    saved_to_documents = fields.Boolean(string='Saved to Documents', readonly=True)
+    warnings = fields.Text(string='Warnings', readonly=True)
+
+    @api.model
+    def default_get(self, fields_list):
+        res = super().default_get(fields_list)
+        
+        # Get vendor code from settings
+        ICP = self.env['ir.config_parameter'].sudo()
+        res['vendor_code'] = ICP.get_param('fusion_claims.vendor_code', '')
+        
+        # Get invoices from context
+        if self._context.get('active_ids'):
+            invoices = self.env['account.move'].browse(self._context['active_ids'])
+            # Filter to only customer invoices/refunds
+            invoices = invoices.filtered(lambda m: m.move_type in ['out_invoice', 'out_refund'])
+            res['invoice_ids'] = [(6, 0, invoices.ids)]
+        
+        return res
+
+    def _get_field_value(self, record, field_name, default=''):
+        """Get field value safely."""
+        return getattr(record, field_name, default) or default
+
+    def _format_date(self, date_val):
+        """Format date as ddmmyyyy."""
+        if not date_val:
+            return ''
+        if isinstance(date_val, str):
+            try:
+                date_val = datetime.strptime(date_val, '%Y-%m-%d').date()
+            except ValueError:
+                return ''
+        return date_val.strftime('%d%m%Y')
+
+    def _should_skip_line(self, line):
+        """Check if line should be skipped based on device code."""
+        code = line._get_adp_device_code().upper() if hasattr(line, '_get_adp_device_code') else ''
+        skip_codes = ['FUNDING', 'NON-FUNDED', 'N/A', 'NA', 'NON-ADP', 'LABOUR', 'DELIVERY', '']
+        return code in skip_codes or not code
+
+    def _validate_dates(self, invoice):
+        """Validate dates and return warnings."""
+        warnings = []
+        today = date.today()
+        
+        invoice_date = invoice.invoice_date
+        delivery_date = invoice.x_fc_adp_delivery_date
+        
+        # Check for future dates
+        if invoice_date and invoice_date > today:
+            warnings.append(f"Invoice {invoice.name}: Invoice date is in the future")
+        
+        if delivery_date and delivery_date > today:
+            warnings.append(f"Invoice {invoice.name}: Delivery date is in the future")
+        
+        # Check delivery date vs invoice date
+        if delivery_date and invoice_date and delivery_date > invoice_date:
+            warnings.append(f"Invoice {invoice.name}: Delivery date is after invoice date")
+        
+        return warnings
+
+    def _verify_portions(self, adp_device_price, client_type, deduction_type, deduction_value,
+                         stored_adp_portion, stored_client_portion, quantity=1, tolerance=0.01):
+        """Verify stored portions against calculated portions.
+        
+        Recalculates portions using the ADP database price and compares with stored values.
+        This ensures the invoice calculations match the ADP database.
+        
+        IMPORTANT: Invoice lines store TOTAL portions (qty × unit portion).
+        This method calculates unit portions and multiplies by quantity for comparison.
+        
+        Args:
+            adp_device_price: ADP approved price from database (per unit)
+            client_type: Client type (REG, ODS, OWP, ACS, LTC, SEN, CCA)
+            deduction_type: 'pct', 'amt', 'none', or None
+            deduction_value: Deduction value (per unit for AMT type)
+            stored_adp_portion: Pre-calculated TOTAL ADP portion from invoice line
+            stored_client_portion: Pre-calculated TOTAL client portion from invoice line
+            quantity: Line quantity (used to calculate expected totals)
+            tolerance: Acceptable difference for floating point comparison (default $0.01)
+        
+        Returns:
+            tuple: (is_valid, expected_adp_total, expected_client_total, error_message)
+        """
+        # Determine base percentage by client type
+        if client_type == 'REG':
+            base_adp_pct = 0.75
+        else:
+            # ODS, OWP, ACS, LTC, SEN, CCA: 100% ADP, 0% Client
+            base_adp_pct = 1.0
+        
+        # Calculate expected PER-UNIT portions (same logic as invoice)
+        if deduction_type == 'pct' and deduction_value:
+            # PCT: ADP covers (deduction_value)% of their normal portion
+            effective_pct = base_adp_pct * (deduction_value / 100)
+            unit_adp = adp_device_price * effective_pct
+        elif deduction_type == 'amt' and deduction_value:
+            # AMT: Subtract fixed amount from base ADP portion (per unit)
+            base_adp = adp_device_price * base_adp_pct
+            unit_adp = max(0, base_adp - deduction_value)
+        else:
+            # No deduction
+            unit_adp = adp_device_price * base_adp_pct
+        
+        unit_client = adp_device_price - unit_adp
+        
+        # Calculate expected TOTALS (unit × quantity)
+        expected_adp_total = unit_adp * quantity
+        expected_client_total = unit_client * quantity
+        
+        # Compare with stored values (allow small tolerance for rounding)
+        # Tolerance scales with quantity to account for accumulated rounding
+        scaled_tolerance = tolerance * max(1, quantity)
+        adp_diff = abs(stored_adp_portion - expected_adp_total)
+        client_diff = abs(stored_client_portion - expected_client_total)
+        
+        if adp_diff > scaled_tolerance or client_diff > scaled_tolerance:
+            error_msg = (
+                f"Calculation mismatch!\n"
+                f"  ADP Device Price: ${adp_device_price:.2f} × {quantity} = ${adp_device_price * quantity:.2f}\n"
+                f"  Client Type: {client_type} ({int(base_adp_pct*100)}% ADP)\n"
+                f"  Deduction: {deduction_type or 'None'}"
+                f"{f' = {deduction_value}' if deduction_value else ''}\n"
+                f"  Per Unit: ADP=${unit_adp:.2f}, Client=${unit_client:.2f}\n"
+                f"  Expected Total (×{quantity}): ADP=${expected_adp_total:.2f}, Client=${expected_client_total:.2f}\n"
+                f"  Invoice has: ADP=${stored_adp_portion:.2f}, Client=${stored_client_portion:.2f}\n"
+                f"  Difference: ADP=${adp_diff:.2f}, Client=${client_diff:.2f}"
+            )
+            return False, expected_adp_total, expected_client_total, error_msg
+        
+        return True, expected_adp_total, expected_client_total, None
+
+    def _generate_claim_lines(self, invoice):
+        """Generate claim lines for an invoice.
+        
+        Uses PRE-CALCULATED values from invoice lines (x_fc_adp_portion, x_fc_client_portion)
+        but VERIFIES them against the ADP database before export.
+        
+        This ensures:
+        1. Single source of truth - values from invoice
+        2. Verification - calculations match ADP database
+        3. Deductions included in verification
+        """
+        lines = []
+        verification_errors = []
+        ADPDevice = self.env['fusion.adp.device.code'].sudo()
+        
+        client_type = invoice._get_client_type() or 'REG'
+        invoice_date = invoice.invoice_date or invoice.date
+        delivery_date = invoice.x_fc_adp_delivery_date
+        claim_number = invoice.x_fc_claim_number or ''
+        client_ref_2 = invoice.x_fc_client_ref_2 or ''
+        
+        for line in invoice.invoice_line_ids:
+            # Skip non-product lines
+            if not line.product_id or line.display_type in ('line_section', 'line_note'):
+                continue
+            
+            # Skip lines with excluded device codes
+            if self._should_skip_line(line):
+                continue
+            
+            # Get device code
+            device_code = line._get_adp_device_code()
+            if not device_code:
+                continue
+            
+            # Get ADP approved device price from database for verification
+            adp_device = ADPDevice.search([
+                ('device_code', '=', device_code),
+                ('active', '=', True)
+            ], limit=1)
+            
+            if not adp_device:
+                _logger.warning(f"ADP device code {device_code} not found in database, skipping line")
+                continue
+            
+            adp_device_price = adp_device.adp_price or 0
+            if not adp_device_price:
+                _logger.warning(f"ADP device {device_code} has no price, skipping line")
+                continue
+            
+            # Get quantity first (needed for verification)
+            qty = int(line.quantity) if line.quantity else 1
+            
+            # Get PRE-CALCULATED TOTAL portions from invoice line
+            # These are TOTALS (unit × qty), calculated when the invoice was created
+            stored_adp_portion = line.x_fc_adp_portion or 0
+            stored_client_portion = line.x_fc_client_portion or 0
+            
+            # Get deduction info for verification
+            deduction_type = line.x_fc_deduction_type or 'none'
+            deduction_value = line.x_fc_deduction_value or 0
+            
+            # VERIFY: Recalculate and compare with stored values
+            # Pass quantity so verification compares totals correctly
+            is_valid, expected_adp, expected_client, error_msg = self._verify_portions(
+                adp_device_price=adp_device_price,
+                client_type=client_type,
+                deduction_type=deduction_type if deduction_type != 'none' else None,
+                deduction_value=deduction_value,
+                stored_adp_portion=stored_adp_portion,
+                stored_client_portion=stored_client_portion,
+                quantity=qty,
+            )
+            
+            if not is_valid:
+                verification_errors.append(
+                    f"Invoice {invoice.name}, Line: {line.product_id.name} ({device_code})\n{error_msg}"
+                )
+                continue  # Skip lines with mismatched calculations
+            
+            serial_number = line._get_serial_number()
+            
+            # Calculate PER-UNIT portions for export (each export line is qty=1)
+            unit_adp_portion = stored_adp_portion / qty if qty > 0 else stored_adp_portion
+            unit_client_portion = stored_client_portion / qty if qty > 0 else stored_client_portion
+            
+            # Export one line per unit (ADP expects qty=1 per line)
+            for i in range(qty):
+                lines.append({
+                    'vendor_code': self.vendor_code,
+                    'claim_number': claim_number,
+                    'client_ref_2': client_ref_2,
+                    'invoice_number': invoice.name,
+                    'invoice_date': self._format_date(invoice_date),
+                    'delivery_date': self._format_date(delivery_date),
+                    'device_code': device_code,
+                    'serial_number': serial_number,
+                    'qty': '1',
+                    'device_price': f"{adp_device_price:.2f}",
+                    'adp_portion': f"{unit_adp_portion:.2f}",
+                    'client_portion': f"{unit_client_portion:.2f}",
+                    'client_type': client_type,
+                })
+        
+        # If there were verification errors, raise them
+        if verification_errors:
+            raise UserError(_(
+                "ADP Export Verification Failed!\n\n"
+                "The following invoice lines have calculation mismatches between "
+                "the invoice and the ADP device database:\n\n%s\n\n"
+                "Please verify the invoice calculations and ADP device prices."
+            ) % '\n\n'.join(verification_errors))
+        
+        return lines
+
+    def _generate_export_content(self):
+        """Generate the full export content."""
+        all_lines = []
+        all_warnings = []
+        
+        for invoice in self.invoice_ids:
+            if not invoice._is_adp_invoice():
+                continue
+            
+            # Validate dates
+            all_warnings.extend(self._validate_dates(invoice))
+            
+            # Generate lines
+            all_lines.extend(self._generate_claim_lines(invoice))
+        
+        if not all_lines:
+            raise UserError(_("No valid lines to export. Make sure invoices are ADP type and have valid products."))
+        
+        # Build CSV content (no header)
+        # ADP Format: vendor_code,claim_number,client_ref_2,invoice_number,invoice_date,delivery_date,
+        #             ,,device_code,serial_number,,qty,device_price,adp_portion,client_portion,client_type
+        # Note: device_price is the ADP approved price from fusion.adp.device.code database
+        content_lines = []
+        for line in all_lines:
+            row = ','.join([
+                line['vendor_code'],
+                line['claim_number'],
+                line['client_ref_2'],
+                line['invoice_number'],
+                line['invoice_date'],
+                line['delivery_date'],
+                '',  # Reserved field 1 (empty)
+                '',  # Reserved field 2 (empty)
+                line['device_code'],
+                line['serial_number'],
+                '',  # Reserved field 3 (empty)
+                line['qty'],
+                line['device_price'],
+                line['adp_portion'],
+                line['client_portion'],
+                line['client_type'],
+            ])
+            content_lines.append(row)
+        
+        return '\n'.join(content_lines), len(all_lines), all_warnings
+
+    def _get_export_filename(self):
+        """Generate filename for ADP export.
+        
+        ADP requires a specific filename format: VENDORCODE_YYYY-MM-DD.txt
+        We do NOT add submission numbers because ADP won't accept renamed files.
+        User must manually rename if submitting multiple times on same day.
+        """
+        return f"{self.vendor_code}_{self.export_date.strftime('%Y-%m-%d')}.txt"
+    
+    def _check_existing_file(self, filename):
+        """Check if a file with the same name already exists in Documents.
+        
+        Returns:
+            tuple: (exists: bool, existing_files: list of names)
+        """
+        existing_files = []
+        
+        if 'documents.document' not in self.env:
+            return False, existing_files
+        
+        try:
+            # Get the folder where we save files
+            folder = self._get_or_create_documents_folder()
+            if not folder:
+                return False, existing_files
+            
+            # Search for files with the same name in our folder
+            existing = self.env['documents.document'].search([
+                ('name', '=', filename),
+                ('type', '=', 'binary'),
+                ('folder_id', '=', folder.id),
+            ])
+            
+            if existing:
+                existing_files = [f"{doc.name} (created: {doc.create_date.strftime('%Y-%m-%d %H:%M')})" 
+                                  for doc in existing]
+                return True, existing_files
+                
+        except Exception as e:
+            _logger.warning("Error checking existing files: %s", str(e))
+        
+        return False, existing_files
+
+    def action_export(self):
+        """Perform the export.
+        
+        Flow:
+        1. Validate inputs
+        2. Generate content (includes verification - may raise UserError)
+        3. Check for existing files (warn but don't block)
+        4. Show download window
+        5. Save to Documents ONLY after successful generation
+        """
+        self.ensure_one()
+        
+        if not self.invoice_ids:
+            raise UserError(_("Please select at least one invoice to export."))
+        
+        if not self.vendor_code:
+            raise UserError(_("Please enter a vendor code."))
+        
+        # Generate filename first
+        filename = self._get_export_filename()
+        
+        # Check for existing file with same name BEFORE generating content
+        file_exists, existing_files = self._check_existing_file(filename)
+        
+        # Generate content - this includes all validation and verification
+        # If verification fails, UserError is raised and we don't save anything
+        content, line_count, warnings = self._generate_export_content()
+        
+        # If we got here, content generation was successful (no errors)
+        file_data = base64.b64encode(content.encode('utf-8'))
+        
+        # Add warning if file already exists
+        if file_exists:
+            warnings.append(
+                f"WARNING: A file with the name '{filename}' already exists in Documents.\n"
+                f"Existing files: {', '.join(existing_files)}\n"
+                f"ADP does not accept renamed files. You will need to manually rename "
+                f"before submitting if this is a resubmission."
+            )
+        
+        # Build warnings text BEFORE saving (so user sees the warning)
+        warnings_text = '\n'.join(warnings) if warnings else ''
+        
+        # Now save to Documents (only after successful generation)
+        saved = self._save_to_documents(filename, content)
+        
+        # Update invoices as exported
+        for invoice in self.invoice_ids:
+            invoice.write({
+                'adp_exported': True,
+                'adp_export_date': fields.Datetime.now(),
+                'adp_export_count': invoice.adp_export_count + 1,
+            })
+        
+        # Build summary
+        summary = _("Exported %d lines from %d invoices.") % (line_count, len(self.invoice_ids))
+        if saved:
+            summary += "\n" + _("File saved to Documents: ADP Billing Files/%s/%s/") % (
+                date.today().year, date.today().strftime('%B')
+            )
+        
+        # Update wizard with results
+        self.write({
+            'export_file': file_data,
+            'export_filename': filename,
+            'state': 'done',
+            'export_summary': summary,
+            'saved_to_documents': saved,
+            'warnings': warnings_text,
+        })
+        
+        return {
+            'type': 'ir.actions.act_window',
+            'res_model': self._name,
+            'res_id': self.id,
+            'view_mode': 'form',
+            'target': 'new',
+        }
+
+    def _save_to_documents(self, filename, content):
+        """Save export file to Documents app if available."""
+        if 'documents.document' not in self.env:
+            return False
+        
+        try:
+            Documents = self.env['documents.document']
+            
+            # Get or create folder structure (in Company workspace)
+            folder = self._get_or_create_documents_folder()
+            if not folder:
+                return False
+            
+            # Create document in the Company workspace folder
+            # Don't set company_id or owner_id - inherits from folder (Company workspace)
+            Documents.sudo().create({
+                'name': filename,
+                'type': 'binary',
+                'datas': base64.b64encode(content.encode('utf-8')),
+                'folder_id': folder.id,
+                'access_internal': 'edit',  # Allow internal users to access
+            })
+            
+            _logger.info("Saved ADP export to Documents: %s", filename)
+            return True
+            
+        except Exception as e:
+            _logger.warning("Could not save to Documents: %s", str(e))
+            return False
+
+    def _get_or_create_documents_folder(self):
+        """Get or create the ADP Billing Files folder structure."""
+        if 'documents.document' not in self.env:
+            return False
+        
+        try:
+            # Odoo 18/19 stores folders as documents.document with type='folder'
+            # The documents.folder model doesn't exist in newer versions
+            return self._get_or_create_folder_v18()
+        except Exception as e:
+            _logger.warning("Could not create folder: %s", str(e))
+            return False
+
+    def _get_or_create_folder_v18(self):
+        """Get or create folders for Odoo 18+.
+        
+        In Odoo 18/19, folders are stored as documents.document records with type='folder'.
+        To make folders appear in Company workspace (not My Drive), we need:
+        - company_id = False (not set)
+        - owner_id = False (not set)  
+        - access_internal = 'edit' (allows internal users to access)
+        """
+        Document = self.env['documents.document']
+        today = date.today()
+        
+        # Root folder: ADP Billing Files (in Company workspace)
+        root_folder = Document.search([
+            ('name', 'ilike', 'ADP Billing Files'),
+            ('type', '=', 'folder'),
+            ('folder_id', '=', False),  # Root level folder
+        ], limit=1)
+        
+        if not root_folder:
+            root_folder = Document.sudo().create({
+                'name': 'ADP Billing Files',
+                'type': 'folder',
+                'access_internal': 'edit',  # Company workspace access
+                'access_via_link': 'none',
+                # Don't set company_id or owner_id - makes it a Company folder
+            })
+        
+        # Year folder
+        year_name = str(today.year)
+        year_folder = Document.search([
+            ('name', 'ilike', year_name),
+            ('type', '=', 'folder'),
+            ('folder_id', '=', root_folder.id),
+        ], limit=1)
+        
+        if not year_folder:
+            year_folder = Document.sudo().create({
+                'name': year_name,
+                'type': 'folder',
+                'folder_id': root_folder.id,
+                'access_internal': 'edit',
+                'access_via_link': 'none',
+            })
+        
+        # Month folder
+        month_name = today.strftime('%B')
+        month_folder = Document.search([
+            ('name', 'ilike', month_name),
+            ('type', '=', 'folder'),
+            ('folder_id', '=', year_folder.id),
+        ], limit=1)
+        
+        if not month_folder:
+            month_folder = Document.sudo().create({
+                'name': month_name,
+                'type': 'folder',
+                'folder_id': year_folder.id,
+                'access_internal': 'edit',
+                'access_via_link': 'none',
+            })
+        
+        return month_folder
+
+    def _get_or_create_folder_legacy(self):
+        """Get or create folders for older Odoo versions."""
+        Documents = self.env['documents.document']
+        company = self.env.company
+        today = date.today()
+        
+        # Root folder
+        root_folder = Documents.search([
+            ('name', '=', 'ADP Billing Files'),
+            ('type', '=', 'folder'),
+            ('company_id', '=', company.id),
+        ], limit=1)
+        
+        if not root_folder:
+            root_folder = Documents.create({
+                'name': 'ADP Billing Files',
+                'type': 'folder',
+                'company_id': company.id,
+            })
+        
+        # Year folder
+        year_name = str(today.year)
+        year_folder = Documents.search([
+            ('name', '=', year_name),
+            ('type', '=', 'folder'),
+            ('folder_id', '=', root_folder.id),
+        ], limit=1)
+        
+        if not year_folder:
+            year_folder = Documents.create({
+                'name': year_name,
+                'type': 'folder',
+                'folder_id': root_folder.id,
+                'company_id': company.id,
+            })
+        
+        # Month folder
+        month_name = today.strftime('%B')
+        month_folder = Documents.search([
+            ('name', '=', month_name),
+            ('type', '=', 'folder'),
+            ('folder_id', '=', year_folder.id),
+        ], limit=1)
+        
+        if not month_folder:
+            month_folder = Documents.create({
+                'name': month_name,
+                'type': 'folder',
+                'folder_id': year_folder.id,
+                'company_id': company.id,
+            })
+        
+        return month_folder

fusion_claims/wizard/adp_export_wizard_views.xml

@@ -0,0 +1,71 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<!--
+    Copyright 2024-2025 Nexa Systems Inc.
+    License OPL-1 (Odoo Proprietary License v1.0)
+    Part of the Fusion Claim Assistant product family.
+-->
+<odoo>
+    <!-- ADP Export Wizard Form -->
+    <record id="view_fusion_claims_export_wizard_form" model="ir.ui.view">
+        <field name="name">fusion.central.export.wizard.form</field>
+        <field name="model">fusion_claims.export.wizard</field>
+        <field name="arch" type="xml">
+            <form string="Export ADP Claims">
+                <!-- Draft State: Configuration -->
+                <group invisible="state == 'done'">
+                    <group string="Export Configuration">
+                        <field name="vendor_code" placeholder="e.g., 1234567"/>
+                        <field name="export_date"/>
+                    </group>
+                    <group string="Invoices to Export">
+                        <field name="invoice_ids" widget="many2many_tags" readonly="1" nolabel="1"/>
+                    </group>
+                </group>
+                
+                <!-- Done State: Results -->
+                <group invisible="state != 'done'">
+                    <div class="alert alert-success" role="alert">
+                        <h5><i class="fa fa-check-circle"/> Export Complete!</h5>
+                        <field name="export_summary" nolabel="1"/>
+                    </div>
+                    
+                    <!-- Warnings if any -->
+                    <div class="alert alert-warning" role="alert" invisible="not warnings">
+                        <h5><i class="fa fa-exclamation-triangle"/> Warnings</h5>
+                        <field name="warnings" nolabel="1"/>
+                    </div>
+                    
+                    <group string="Download Export File">
+                        <field name="export_filename" readonly="1"/>
+                        <field name="export_file" filename="export_filename" readonly="1"/>
+                    </group>
+                    
+                    <div class="text-muted small" invisible="not saved_to_documents">
+                        <i class="fa fa-folder-open"/> File also saved to Documents app
+                    </div>
+                </group>
+                
+                <field name="state" invisible="1"/>
+                <field name="saved_to_documents" invisible="1"/>
+                <field name="warnings" invisible="1"/>
+                
+                <footer>
+                    <button string="Export" name="action_export" type="object" 
+                            class="btn-primary" invisible="state == 'done'"
+                            icon="fa-download"/>
+                    <button string="Download" class="btn-primary" invisible="state != 'done'"
+                            special="cancel"/>
+                    <button string="Close" class="btn-secondary" special="cancel"/>
+                </footer>
+            </form>
+        </field>
+    </record>
+
+    <!-- Menu Action -->
+    <record id="action_fusion_claims_export_wizard" model="ir.actions.act_window">
+        <field name="name">Export ADP Claims</field>
+        <field name="res_model">fusion_claims.export.wizard</field>
+        <field name="view_mode">form</field>
+        <field name="target">new</field>
+    </record>
+</odoo>

fusion_claims/wizard/application_received_wizard.py

@@ -0,0 +1,130 @@
+# -*- coding: utf-8 -*-
+# Copyright 2024-2025 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+from odoo import models, fields, api, _
+from odoo.exceptions import UserError
+from markupsafe import Markup
+import logging
+
+_logger = logging.getLogger(__name__)
+
+
+class ApplicationReceivedWizard(models.TransientModel):
+    """Wizard to upload ADP application documents when application is received."""
+    _name = 'fusion_claims.application.received.wizard'
+    _description = 'Application Received Wizard'
+
+    sale_order_id = fields.Many2one(
+        'sale.order',
+        string='Sale Order',
+        required=True,
+        readonly=True,
+    )
+    
+    # Document uploads
+    original_application = fields.Binary(
+        string='Original ADP Application',
+        required=True,
+        help='Upload the original ADP application PDF received from the client',
+    )
+    original_application_filename = fields.Char(
+        string='Application Filename',
+    )
+    
+    signed_pages_11_12 = fields.Binary(
+        string='Signed Pages 11 & 12',
+        required=True,
+        help='Upload the signed pages 11 and 12 from the application',
+    )
+    signed_pages_filename = fields.Char(
+        string='Pages Filename',
+    )
+    
+    notes = fields.Text(
+        string='Notes',
+        help='Any notes about the received application',
+    )
+
+    @api.model
+    def default_get(self, fields_list):
+        res = super().default_get(fields_list)
+        active_id = self._context.get('active_id')
+        if active_id:
+            order = self.env['sale.order'].browse(active_id)
+            res['sale_order_id'] = order.id
+            # Pre-fill if documents already exist
+            if order.x_fc_original_application:
+                res['original_application'] = order.x_fc_original_application
+                res['original_application_filename'] = order.x_fc_original_application_filename
+            if order.x_fc_signed_pages_11_12:
+                res['signed_pages_11_12'] = order.x_fc_signed_pages_11_12
+                res['signed_pages_filename'] = order.x_fc_signed_pages_filename
+        return res
+
+    @api.constrains('original_application_filename')
+    def _check_application_file_type(self):
+        for wizard in self:
+            if wizard.original_application_filename:
+                if not wizard.original_application_filename.lower().endswith('.pdf'):
+                    raise UserError(
+                        "Original Application must be a PDF file.\n"
+                        f"Uploaded file: '{wizard.original_application_filename}'"
+                    )
+
+    @api.constrains('signed_pages_filename')
+    def _check_pages_file_type(self):
+        for wizard in self:
+            if wizard.signed_pages_filename:
+                if not wizard.signed_pages_filename.lower().endswith('.pdf'):
+                    raise UserError(
+                        "Signed Pages 11 & 12 must be a PDF file.\n"
+                        f"Uploaded file: '{wizard.signed_pages_filename}'"
+                    )
+
+    def action_confirm(self):
+        """Save documents and mark application as received."""
+        self.ensure_one()
+        
+        order = self.sale_order_id
+        
+        if order.x_fc_adp_application_status not in ('assessment_completed', 'waiting_for_application'):
+            raise UserError("Can only receive application from 'Waiting for Application' status.")
+        
+        # Validate files are uploaded
+        if not self.original_application:
+            raise UserError("Please upload the Original ADP Application.")
+        if not self.signed_pages_11_12:
+            raise UserError("Please upload the Signed Pages 11 & 12.")
+        
+        # Update sale order with documents
+        order.with_context(skip_status_validation=True).write({
+            'x_fc_adp_application_status': 'application_received',
+            'x_fc_original_application': self.original_application,
+            'x_fc_original_application_filename': self.original_application_filename,
+            'x_fc_signed_pages_11_12': self.signed_pages_11_12,
+            'x_fc_signed_pages_filename': self.signed_pages_filename,
+        })
+        
+        # Post to chatter
+        from datetime import date
+        notes_html = f'<p style="margin: 4px 0 0 0;"><strong>Notes:</strong> {self.notes}</p>' if self.notes else ''
+        
+        order.message_post(
+            body=Markup(
+                '<div style="background: #e8f4fd; border-left: 4px solid #17a2b8; padding: 12px; margin: 8px 0; border-radius: 4px;">'
+                '<h4 style="color: #17a2b8; margin: 0 0 8px 0;"><i class="fa fa-file-text-o"/> Application Received</h4>'
+                f'<p style="margin: 0;"><strong>Date:</strong> {date.today().strftime("%B %d, %Y")}</p>'
+                '<p style="margin: 8px 0 4px 0;"><strong>Documents Uploaded:</strong></p>'
+                '<ul style="margin: 0; padding-left: 20px;">'
+                f'<li><i class="fa fa-check text-success"/> Original ADP Application: {self.original_application_filename}</li>'
+                f'<li><i class="fa fa-check text-success"/> Signed Pages 11 & 12: {self.signed_pages_filename}</li>'
+                '</ul>'
+                f'{notes_html}'
+                '</div>'
+            ),
+            message_type='notification',
+            subtype_xmlid='mail.mt_note',
+        )
+        
+        return {'type': 'ir.actions.act_window_close'}

fusion_claims/wizard/application_received_wizard_views.xml

@@ -0,0 +1,51 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <!-- Application Received Wizard Form View -->
+    <record id="view_application_received_wizard_form" model="ir.ui.view">
+        <field name="name">fusion_claims.application.received.wizard.form</field>
+        <field name="model">fusion_claims.application.received.wizard</field>
+        <field name="arch" type="xml">
+            <form string="Application Received">
+                <div class="alert alert-info mb-3" role="alert">
+                    <strong><i class="fa fa-info-circle"/> Upload Required Documents</strong>
+                    <p class="mb-0">Please upload the ADP application documents received from the client.</p>
+                </div>
+                
+                <group>
+                    <field name="sale_order_id" invisible="1"/>
+                    
+                    <group string="Original ADP Application">
+                        <field name="original_application" filename="original_application_filename"
+                               widget="binary" class="oe_inline"/>
+                        <field name="original_application_filename" invisible="1"/>
+                    </group>
+                    
+                    <group string="Signed Pages 11 &amp; 12">
+                        <field name="signed_pages_11_12" filename="signed_pages_filename"
+                               widget="binary" class="oe_inline"/>
+                        <field name="signed_pages_filename" invisible="1"/>
+                    </group>
+                </group>
+                
+                <group>
+                    <field name="notes" placeholder="Any notes about the received application..."/>
+                </group>
+                
+                <footer>
+                    <button name="action_confirm" type="object" 
+                            string="Confirm Application Received" class="btn-primary"
+                            icon="fa-check"/>
+                    <button string="Cancel" class="btn-secondary" special="cancel"/>
+                </footer>
+            </form>
+        </field>
+    </record>
+
+    <!-- Action for the wizard -->
+    <record id="action_application_received_wizard" model="ir.actions.act_window">
+        <field name="name">Application Received</field>
+        <field name="res_model">fusion_claims.application.received.wizard</field>
+        <field name="view_mode">form</field>
+        <field name="target">new</field>
+    </record>
+</odoo>

fusion_claims/wizard/assessment_completed_wizard.py

@@ -0,0 +1,82 @@
+# -*- coding: utf-8 -*-
+# Copyright 2024-2025 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+from odoo import models, fields, api, _
+from odoo.exceptions import UserError
+from markupsafe import Markup
+import logging
+
+_logger = logging.getLogger(__name__)
+
+
+class AssessmentCompletedWizard(models.TransientModel):
+    """Wizard to record assessment completion date."""
+    _name = 'fusion_claims.assessment.completed.wizard'
+    _description = 'Assessment Completed Wizard'
+
+    sale_order_id = fields.Many2one(
+        'sale.order',
+        string='Sale Order',
+        required=True,
+        readonly=True,
+    )
+    
+    completion_date = fields.Date(
+        string='Assessment Completion Date',
+        required=True,
+        default=fields.Date.context_today,
+    )
+    
+    notes = fields.Text(
+        string='Assessment Notes',
+        help='Any notes from the assessment',
+    )
+
+    @api.model
+    def default_get(self, fields_list):
+        res = super().default_get(fields_list)
+        active_id = self._context.get('active_id')
+        if active_id:
+            order = self.env['sale.order'].browse(active_id)
+            res['sale_order_id'] = order.id
+        return res
+
+    def action_complete(self):
+        """Mark assessment as completed."""
+        self.ensure_one()
+        
+        order = self.sale_order_id
+        
+        if order.x_fc_adp_application_status != 'assessment_scheduled':
+            raise UserError("Can only complete assessment from 'Assessment Scheduled' status.")
+        
+        # Validate completion date is not before start date
+        if order.x_fc_assessment_start_date and self.completion_date < order.x_fc_assessment_start_date:
+            raise UserError(
+                f"Completion date ({self.completion_date}) cannot be before "
+                f"assessment start date ({order.x_fc_assessment_start_date})."
+            )
+        
+        # Update sale order
+        order.with_context(skip_status_validation=True).write({
+            'x_fc_adp_application_status': 'assessment_completed',
+            'x_fc_assessment_end_date': self.completion_date,
+        })
+        
+        # Post to chatter
+        notes_html = f'<p style="margin: 4px 0 0 0;"><strong>Notes:</strong> {self.notes}</p>' if self.notes else ''
+        
+        order.message_post(
+            body=Markup(
+                '<div style="background: #d4edda; border-left: 4px solid #28a745; padding: 12px; margin: 8px 0; border-radius: 4px;">'
+                '<h4 style="color: #28a745; margin: 0 0 8px 0;"><i class="fa fa-check-square-o"/> Assessment Completed</h4>'
+                f'<p style="margin: 0;"><strong>Completion Date:</strong> {self.completion_date.strftime("%B %d, %Y")}</p>'
+                f'{notes_html}'
+                '</div>'
+            ),
+            message_type='notification',
+            subtype_xmlid='mail.mt_note',
+        )
+        
+        return {'type': 'ir.actions.act_window_close'}

fusion_claims/wizard/assessment_completed_wizard_views.xml

@@ -0,0 +1,31 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <!-- Assessment Completed Wizard Form View -->
+    <record id="view_assessment_completed_wizard_form" model="ir.ui.view">
+        <field name="name">fusion_claims.assessment.completed.wizard.form</field>
+        <field name="model">fusion_claims.assessment.completed.wizard</field>
+        <field name="arch" type="xml">
+            <form string="Assessment Completed">
+                <group>
+                    <field name="sale_order_id" invisible="1"/>
+                    <field name="completion_date"/>
+                    <field name="notes" placeholder="Enter any notes from the assessment..."/>
+                </group>
+                <footer>
+                    <button name="action_complete" type="object" 
+                            string="Mark Complete" class="btn-primary"
+                            icon="fa-check"/>
+                    <button string="Cancel" class="btn-secondary" special="cancel"/>
+                </footer>
+            </form>
+        </field>
+    </record>
+
+    <!-- Action for the wizard -->
+    <record id="action_assessment_completed_wizard" model="ir.actions.act_window">
+        <field name="name">Assessment Completed</field>
+        <field name="res_model">fusion_claims.assessment.completed.wizard</field>
+        <field name="view_mode">form</field>
+        <field name="target">new</field>
+    </record>
+</odoo>

fusion_claims/wizard/case_close_verification_wizard.py

@@ -0,0 +1,211 @@
+# -*- 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.
+
+from odoo import models, fields, api, _
+from odoo.exceptions import UserError
+from markupsafe import Markup
+import logging
+
+_logger = logging.getLogger(__name__)
+
+
+class CaseCloseVerificationWizard(models.TransientModel):
+    """Wizard to verify audit trail documents before closing an ADP case.
+    
+    This wizard checks:
+    - Signed Pages 11 & 12 uploaded
+    - Final Application uploaded
+    - Proof of Delivery uploaded
+    - Vendor bills linked
+    """
+    _name = 'fusion_claims.case.close.verification.wizard'
+    _description = 'Case Close Verification Wizard'
+
+    # ==========================================================================
+    # MAIN FIELDS
+    # ==========================================================================
+    sale_order_id = fields.Many2one(
+        'sale.order',
+        string='Sale Order',
+        required=True,
+        readonly=True,
+    )
+    
+    # Document verification fields (computed)
+    has_signed_pages = fields.Boolean(
+        string='Signed Pages 11 & 12',
+        compute='_compute_document_status',
+    )
+    has_final_application = fields.Boolean(
+        string='Final Application',
+        compute='_compute_document_status',
+    )
+    has_proof_of_delivery = fields.Boolean(
+        string='Proof of Delivery',
+        compute='_compute_document_status',
+    )
+    has_vendor_bills = fields.Boolean(
+        string='Vendor Bills Linked',
+        compute='_compute_document_status',
+    )
+    vendor_bill_count = fields.Integer(
+        string='Vendor Bills Count',
+        compute='_compute_document_status',
+    )
+    
+    # Overall status
+    all_verified = fields.Boolean(
+        string='All Verified',
+        compute='_compute_all_verified',
+    )
+    missing_items = fields.Text(
+        string='Missing Items',
+        compute='_compute_all_verified',
+    )
+    
+    # User notes (optional)
+    closing_notes = fields.Text(
+        string='Closing Notes',
+        help='Optional notes to record when closing the case.',
+    )
+
+    # ==========================================================================
+    # COMPUTED METHODS
+    # ==========================================================================
+    @api.depends('sale_order_id')
+    def _compute_document_status(self):
+        for wizard in self:
+            order = wizard.sale_order_id
+            wizard.has_signed_pages = bool(order.x_fc_signed_pages_11_12)
+            wizard.has_final_application = bool(order.x_fc_final_submitted_application)
+            wizard.has_proof_of_delivery = bool(order.x_fc_proof_of_delivery)
+            wizard.has_vendor_bills = len(order.x_fc_vendor_bill_ids) > 0
+            wizard.vendor_bill_count = len(order.x_fc_vendor_bill_ids)
+
+    @api.depends('has_signed_pages', 'has_final_application', 'has_proof_of_delivery', 'has_vendor_bills')
+    def _compute_all_verified(self):
+        for wizard in self:
+            missing = []
+            if not wizard.has_signed_pages:
+                missing.append('Signed Pages 11 & 12')
+            if not wizard.has_final_application:
+                missing.append('Final Application')
+            if not wizard.has_proof_of_delivery:
+                missing.append('Proof of Delivery')
+            if not wizard.has_vendor_bills:
+                missing.append('Vendor Bills (at least one)')
+            
+            wizard.all_verified = len(missing) == 0
+            wizard.missing_items = '\n'.join(f'• {item}' for item in missing) if missing else ''
+
+    # ==========================================================================
+    # DEFAULT GET
+    # ==========================================================================
+    @api.model
+    def default_get(self, fields_list):
+        res = super().default_get(fields_list)
+        
+        active_id = self._context.get('active_id')
+        if not active_id:
+            return res
+        
+        res['sale_order_id'] = active_id
+        return res
+
+    # ==========================================================================
+    # ACTIONS
+    # ==========================================================================
+    def action_close_case(self):
+        """Close the case after verification."""
+        self.ensure_one()
+        
+        order = self.sale_order_id
+        
+        # Check if everything is verified
+        if not self.all_verified:
+            raise UserError(
+                "Cannot close case - the following items are missing:\n\n"
+                f"{self.missing_items}\n\n"
+                "Please upload all required documents and link vendor bills before closing."
+            )
+        
+        # Close the case
+        order.with_context(skip_status_validation=True).write({
+            'x_fc_adp_application_status': 'case_closed',
+        })
+        
+        # Build summary message with consistent card style
+        from datetime import date
+        vendor_bills_list = ', '.join(order.x_fc_vendor_bill_ids.mapped('name')) if order.x_fc_vendor_bill_ids else 'N/A'
+        
+        message_body = f"""
+        <div style="background: #d4edda; border-left: 4px solid #28a745; padding: 12px; margin: 8px 0; border-radius: 4px;">
+            <h4 style="color: #28a745; margin: 0 0 8px 0;">
+                <i class="fa fa-check-circle"/> Case Closed
+            </h4>
+            <p style="margin: 0;"><strong>Date:</strong> {date.today().strftime("%B %d, %Y")}</p>
+            <p style="margin: 8px 0 4px 0;"><strong>Audit Trail Verified:</strong></p>
+            <ul style="margin: 0; padding-left: 20px;">
+                <li><i class="fa fa-check text-success"/> Signed Pages 11 & 12</li>
+                <li><i class="fa fa-check text-success"/> Final Application</li>
+                <li><i class="fa fa-check text-success"/> Proof of Delivery</li>
+                <li><i class="fa fa-check text-success"/> Vendor Bills: {self.vendor_bill_count} ({vendor_bills_list})</li>
+            </ul>
+            {f'<p style="margin: 8px 0 0 0;"><strong>Notes:</strong> {self.closing_notes}</p>' if self.closing_notes else ''}
+            <p style="margin: 8px 0 0 0; color: #666; font-size: 0.9em;">
+                Closed by {self.env.user.name}
+            </p>
+        </div>
+        """
+        
+        order.message_post(
+            body=Markup(message_body),
+            message_type='notification',
+            subtype_xmlid='mail.mt_note',
+        )
+        
+        return {
+            'type': 'ir.actions.act_window_close',
+        }
+
+    def action_close_anyway(self):
+        """Close the case even if some items are missing (with warning)."""
+        self.ensure_one()
+        
+        order = self.sale_order_id
+        
+        # Close the case
+        order.with_context(skip_status_validation=True).write({
+            'x_fc_adp_application_status': 'case_closed',
+        })
+        
+        # Build warning message with consistent card style
+        from datetime import date
+        missing_items_html = self.missing_items.replace('\n', '<br/>') if self.missing_items else 'None'
+        
+        message_body = f"""
+        <div style="background: #fff3cd; border-left: 4px solid #ffc107; padding: 12px; margin: 8px 0; border-radius: 4px;">
+            <h4 style="color: #856404; margin: 0 0 8px 0;">
+                <i class="fa fa-exclamation-triangle"/> Case Closed (Incomplete)
+            </h4>
+            <p style="margin: 0;"><strong>Date:</strong> {date.today().strftime("%B %d, %Y")}</p>
+            <p style="margin: 8px 0 4px 0; color: #856404;"><strong>Warning:</strong> Case closed without complete audit trail.</p>
+            <p style="margin: 4px 0;"><strong>Missing Items:</strong><br/>{missing_items_html}</p>
+            {f'<p style="margin: 4px 0 0 0;"><strong>Notes:</strong> {self.closing_notes}</p>' if self.closing_notes else ''}
+            <p style="margin: 8px 0 0 0; color: #666; font-size: 0.9em;">
+                Closed by {self.env.user.name}
+            </p>
+        </div>
+        """
+        
+        order.message_post(
+            body=Markup(message_body),
+            message_type='notification',
+            subtype_xmlid='mail.mt_note',
+        )
+        
+        return {
+            'type': 'ir.actions.act_window_close',
+        }

fusion_claims/wizard/case_close_verification_wizard_views.xml

@@ -0,0 +1,99 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<!--
+    Copyright 2024-2025 Nexa Systems Inc.
+    License OPL-1 (Odoo Proprietary License v1.0)
+    Part of the Fusion Claim Assistant product family.
+-->
+<odoo>
+    <!-- ===================================================================== -->
+    <!-- CASE CLOSE VERIFICATION WIZARD FORM -->
+    <!-- ===================================================================== -->
+    <record id="view_case_close_verification_wizard_form" model="ir.ui.view">
+        <field name="name">fusion_claims.case.close.verification.wizard.form</field>
+        <field name="model">fusion_claims.case.close.verification.wizard</field>
+        <field name="arch" type="xml">
+            <form string="Close Case - Audit Trail Verification">
+                <field name="sale_order_id" invisible="1"/>
+                <field name="all_verified" invisible="1"/>
+                
+                <!-- Header Banner -->
+                <div class="alert alert-info mb-3" role="alert">
+                    <h5 class="mb-2"><i class="fa fa-clipboard-check"/> Audit Trail Verification</h5>
+                    <p class="mb-0">
+                        Before closing this case, please verify all required documents are uploaded
+                        and vendor bills are linked for audit purposes.
+                    </p>
+                </div>
+                
+                <!-- Missing Items Warning -->
+                <div class="alert alert-warning mb-3" role="alert" invisible="all_verified">
+                    <h5 class="mb-2"><i class="fa fa-exclamation-triangle"/> Missing Items</h5>
+                    <field name="missing_items" nolabel="1" readonly="1" 
+                           widget="text" style="white-space: pre-wrap;"/>
+                </div>
+                
+                <!-- All Verified Success -->
+                <div class="alert alert-success mb-3" role="alert" invisible="not all_verified">
+                    <h5 class="mb-0"><i class="fa fa-check-circle"/> All Items Verified</h5>
+                    <p class="mb-0">All required documents and vendor bills are present.</p>
+                </div>
+                
+                <!-- Verification Checklist -->
+                <group string="Document Checklist">
+                    <group>
+                        <div class="d-flex align-items-center mb-2">
+                            <field name="has_signed_pages" widget="boolean" readonly="1" class="me-2"/>
+                            <span>Signed Pages 11 &amp; 12</span>
+                        </div>
+                        <div class="d-flex align-items-center mb-2">
+                            <field name="has_final_application" widget="boolean" readonly="1" class="me-2"/>
+                            <span>Final Application</span>
+                        </div>
+                    </group>
+                    <group>
+                        <div class="d-flex align-items-center mb-2">
+                            <field name="has_proof_of_delivery" widget="boolean" readonly="1" class="me-2"/>
+                            <span>Proof of Delivery</span>
+                        </div>
+                        <div class="d-flex align-items-center mb-2">
+                            <field name="has_vendor_bills" widget="boolean" readonly="1" class="me-2"/>
+                            <span>Vendor Bills (<field name="vendor_bill_count" readonly="1" class="oe_inline"/> linked)</span>
+                        </div>
+                    </group>
+                </group>
+                
+                <!-- Closing Notes -->
+                <group string="Closing Notes (Optional)">
+                    <field name="closing_notes" nolabel="1" placeholder="Enter any notes for this case closure..."
+                           colspan="2"/>
+                </group>
+                
+                <footer>
+                    <button name="action_close_case" type="object" 
+                            string="Close Case" class="btn-primary"
+                            invisible="not all_verified"/>
+                    <button name="action_close_case" type="object" 
+                            string="Close Case" class="btn-secondary"
+                            invisible="all_verified"
+                            confirm="Some items are missing. Are you sure you want to close this case?"/>
+                    <button name="action_close_anyway" type="object" 
+                            string="Close Anyway (Incomplete)" class="btn-warning"
+                            invisible="all_verified"
+                            confirm="This will close the case with an incomplete audit trail. Continue?"/>
+                    <button string="Cancel" class="btn-secondary" special="cancel"/>
+                </footer>
+            </form>
+        </field>
+    </record>
+
+    <!-- ===================================================================== -->
+    <!-- CASE CLOSE VERIFICATION WIZARD ACTION -->
+    <!-- ===================================================================== -->
+    <record id="action_case_close_verification_wizard" model="ir.actions.act_window">
+        <field name="name">Close Case</field>
+        <field name="res_model">fusion_claims.case.close.verification.wizard</field>
+        <field name="view_mode">form</field>
+        <field name="target">new</field>
+        <field name="binding_model_id" ref="sale.model_sale_order"/>
+    </record>
+</odoo>

fusion_claims/wizard/device_approval_wizard.py

@@ -0,0 +1,716 @@
+# -*- 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.
+
+from odoo import models, fields, api, _
+from odoo.exceptions import UserError
+import logging
+
+_logger = logging.getLogger(__name__)
+
+
+class DeviceApprovalWizard(models.TransientModel):
+    """Wizard to confirm which device types were approved by ADP and set deductions.
+    
+    This is Stage 2 of the two-stage verification system:
+    - Stage 1 (Submission): What device types were submitted (stored in x_fc_submitted_device_types)
+    - Stage 2 (Approval): What device types were approved by ADP (this wizard)
+    """
+    _name = 'fusion_claims.device.approval.wizard'
+    _description = 'ADP Device Approval Wizard'
+
+    # ==========================================================================
+    # MAIN FIELDS
+    # ==========================================================================
+    sale_order_id = fields.Many2one(
+        'sale.order',
+        string='Sale Order',
+        required=True,
+        readonly=True,
+    )
+    line_ids = fields.One2many(
+        'fusion_claims.device.approval.wizard.line',
+        'wizard_id',
+        string='Device Lines',
+    )
+    all_approved = fields.Boolean(
+        string='All Approved',
+        default=True,
+        help='Check this to approve all devices at once',
+    )
+    has_unapproved = fields.Boolean(
+        string='Has Unapproved Devices',
+        compute='_compute_has_unapproved',
+    )
+    has_deductions = fields.Boolean(
+        string='Has Deductions',
+        compute='_compute_has_deductions',
+        help='True if any device has a deduction applied',
+    )
+    has_invoices = fields.Boolean(
+        string='Has Invoices',
+        compute='_compute_has_invoices',
+        help='True if invoices already exist for this order',
+    )
+    
+    # Stage 1 comparison fields
+    submitted_device_types = fields.Text(
+        string='Submitted Device Types',
+        compute='_compute_submitted_device_types',
+        help='Device types that were verified during submission (Stage 1)',
+    )
+    has_submission_data = fields.Boolean(
+        string='Has Submission Data',
+        compute='_compute_submitted_device_types',
+    )
+    
+    # Claim Number - required for Mark as Approved
+    claim_number = fields.Char(
+        string='Claim Number',
+        help='ADP Claim Number from the approval letter',
+    )
+    
+    # Approval Documents - for Mark as Approved mode
+    is_mark_approved_mode = fields.Boolean(
+        string='Mark Approved Mode',
+        compute='_compute_is_mark_approved_mode',
+    )
+    approval_letter = fields.Binary(
+        string='ADP Approval Letter',
+        help='Upload the ADP approval letter PDF',
+    )
+    approval_letter_filename = fields.Char(
+        string='Approval Letter Filename',
+    )
+    # For multiple approval photos, we'll use a Many2many to ir.attachment
+    approval_photo_ids = fields.Many2many(
+        'ir.attachment',
+        'device_approval_wizard_attachment_rel',
+        'wizard_id',
+        'attachment_id',
+        string='Approval Screenshots',
+        help='Upload screenshots from the ADP approval document',
+    )
+    
+    @api.depends_context('mark_as_approved')
+    def _compute_is_mark_approved_mode(self):
+        for wizard in self:
+            wizard.is_mark_approved_mode = self.env.context.get('mark_as_approved', False)
+
+    # ==========================================================================
+    # COMPUTED FIELDS
+    # ==========================================================================
+    @api.depends('line_ids.approved')
+    def _compute_has_unapproved(self):
+        for wizard in self:
+            wizard.has_unapproved = any(not line.approved for line in wizard.line_ids)
+
+    @api.depends('line_ids.deduction_type')
+    def _compute_has_deductions(self):
+        for wizard in self:
+            wizard.has_deductions = any(
+                line.deduction_type and line.deduction_type != 'none' 
+                for line in wizard.line_ids
+            )
+
+    @api.depends('sale_order_id', 'sale_order_id.invoice_ids')
+    def _compute_has_invoices(self):
+        for wizard in self:
+            if wizard.sale_order_id:
+                wizard.has_invoices = bool(wizard.sale_order_id.invoice_ids.filtered(
+                    lambda inv: inv.state != 'cancel'
+                ))
+            else:
+                wizard.has_invoices = False
+
+    @api.depends('sale_order_id', 'sale_order_id.x_fc_submitted_device_types')
+    def _compute_submitted_device_types(self):
+        """Compute the submitted device types from Stage 1 for comparison display."""
+        import json
+        for wizard in self:
+            if wizard.sale_order_id and wizard.sale_order_id.x_fc_submitted_device_types:
+                try:
+                    data = json.loads(wizard.sale_order_id.x_fc_submitted_device_types)
+                    # Format as readable list
+                    submitted = [dt for dt, selected in data.items() if selected]
+                    wizard.submitted_device_types = '\n'.join([f'• {dt}' for dt in sorted(submitted)])
+                    wizard.has_submission_data = bool(submitted)
+                except (json.JSONDecodeError, TypeError):
+                    wizard.submitted_device_types = ''
+                    wizard.has_submission_data = False
+            else:
+                wizard.submitted_device_types = ''
+                wizard.has_submission_data = False
+
+    @api.onchange('all_approved')
+    def _onchange_all_approved(self):
+        """Toggle all lines when 'All Approved' is changed.
+        
+        Only triggers when toggling ON - sets all devices to approved.
+        When toggling OFF, users manually uncheck individual items.
+        """
+        if self.all_approved:
+            # Iterate and set approved flag - avoid replacing the entire line
+            for line in self.line_ids:
+                if not line.approved:
+                    line.approved = True
+
+    # ==========================================================================
+    # DEFAULT GET - Populate with order lines
+    # ==========================================================================
+    @api.model
+    def default_get(self, fields_list):
+        res = super().default_get(fields_list)
+        
+        active_id = self._context.get('active_id')
+        if not active_id:
+            return res
+        
+        order = self.env['sale.order'].browse(active_id)
+        res['sale_order_id'] = order.id
+        
+        # Build line data from order lines that have ADP device codes ONLY
+        # Non-ADP items are excluded from the verification list
+        ADPDevice = self.env['fusion.adp.device.code'].sudo()
+        lines_data = []
+        
+        for so_line in order.order_line:
+            # Skip non-product lines
+            if so_line.display_type in ('line_section', 'line_note'):
+                continue
+            if not so_line.product_id or so_line.product_uom_qty <= 0:
+                continue
+            
+            # Get device code and look up device type
+            device_code = so_line._get_adp_device_code()
+            
+            # SKIP items without a valid ADP device code in the database
+            # These are non-ADP items and don't need verification
+            if not device_code:
+                continue
+            
+            adp_device = ADPDevice.search([('device_code', '=', device_code), ('active', '=', True)], limit=1)
+            
+            # Skip if device code not found in ADP database (non-ADP item)
+            if not adp_device:
+                continue
+            
+            device_type = adp_device.device_type or ''
+            device_description = adp_device.device_description or ''
+            
+            # Default to NOT approved - user must actively check each item
+            # Unless it was already approved in a previous verification
+            is_approved = so_line.x_fc_adp_approved if so_line.x_fc_adp_approved else False
+            
+            lines_data.append((0, 0, {
+                'sale_line_id': so_line.id,
+                'product_name': so_line.product_id.display_name,
+                'device_code': device_code,
+                'device_type': device_type or so_line.x_fc_adp_device_type or '',
+                'device_description': device_description,
+                'serial_number': so_line.x_fc_serial_number or '',
+                'quantity': so_line.product_uom_qty,
+                'unit_price': so_line.price_unit,
+                'adp_portion': so_line.x_fc_adp_portion,
+                'client_portion': so_line.x_fc_client_portion,
+                'approved': is_approved,
+                'deduction_type': so_line.x_fc_deduction_type or 'none',
+                'deduction_value': so_line.x_fc_deduction_value or 0,
+            }))
+        
+        res['line_ids'] = lines_data
+        
+        # All Approved checkbox - only true if ALL lines are already approved
+        if lines_data:
+            all_approved = all(line[2].get('approved', False) for line in lines_data)
+            res['all_approved'] = all_approved
+        else:
+            res['all_approved'] = True  # No ADP items = nothing to verify
+        
+        return res
+
+    # ==========================================================================
+    # ACTION METHODS
+    # ==========================================================================
+    def action_confirm_approval(self):
+        """Confirm the approval status and deductions, update order lines and invoices."""
+        self.ensure_one()
+        
+        approved_count = 0
+        unapproved_count = 0
+        deduction_count = 0
+        updated_lines = self.env['sale.order.line']
+        
+        for wiz_line in self.line_ids:
+            if wiz_line.sale_line_id:
+                # NOTE: Do NOT write x_fc_adp_device_type here - it's a computed field
+                # that should be computed from the product's device code
+                vals = {
+                    'x_fc_adp_approved': wiz_line.approved,
+                    'x_fc_deduction_type': wiz_line.deduction_type or 'none',
+                    'x_fc_deduction_value': wiz_line.deduction_value or 0,
+                }
+                wiz_line.sale_line_id.write(vals)
+                updated_lines |= wiz_line.sale_line_id
+                
+                if wiz_line.approved:
+                    approved_count += 1
+                else:
+                    unapproved_count += 1
+                
+                if wiz_line.deduction_type and wiz_line.deduction_type != 'none':
+                    deduction_count += 1
+        
+        # MARK VERIFICATION AS COMPLETE on the sale order
+        # This allows invoice creation even if some items are unapproved
+        if self.sale_order_id:
+            self.sale_order_id.write({'x_fc_device_verification_complete': True})
+            
+            # FORCE RECALCULATION of ADP/Client portions on all order lines
+            # This ensures unapproved items get 100% assigned to client portion
+            for line in self.sale_order_id.order_line:
+                line._compute_adp_portions()
+            # Recalculate order totals
+            self.sale_order_id._compute_adp_totals()
+        
+        # If we're in "mark_as_approved" mode, also update the status and save approval documents
+        if self.env.context.get('mark_as_approved') and self.sale_order_id:
+            # Determine status based on whether there are deductions
+            new_status = 'approved_deduction' if deduction_count > 0 else 'approved'
+            
+            update_vals = {
+                'x_fc_adp_application_status': new_status,
+            }
+            
+            # Save claim number if provided
+            if self.claim_number:
+                update_vals['x_fc_claim_number'] = self.claim_number
+            
+            # Save approval letter if uploaded
+            if self.approval_letter:
+                update_vals['x_fc_approval_letter'] = self.approval_letter
+                update_vals['x_fc_approval_letter_filename'] = self.approval_letter_filename
+
+            self.sale_order_id.with_context(skip_status_validation=True).write(update_vals)
+            
+            # Collect attachment IDs for chatter post
+            chatter_attachment_ids = []
+            
+            # IMPORTANT: When files are uploaded via many2many_binary to a transient model,
+            # they are linked to the wizard and may be garbage collected when the wizard closes.
+            # We need to COPY the attachment data to create persistent attachments linked to the sale order.
+            
+            photos_attached = 0
+            if self.approval_photo_ids:
+                photo_ids_to_link = []
+                IrAttachment = self.env['ir.attachment'].sudo()
+                
+                for attachment in self.approval_photo_ids:
+                    # Create a NEW attachment linked to the sale order (copy the data)
+                    # This ensures the attachment persists after the wizard is deleted
+                    new_attachment = IrAttachment.create({
+                        'name': attachment.name or f'approval_screenshot_{photos_attached + 1}',
+                        'datas': attachment.datas,
+                        'mimetype': attachment.mimetype,
+                        'res_model': 'sale.order',
+                        'res_id': self.sale_order_id.id,
+                        'type': 'binary',
+                    })
+                    chatter_attachment_ids.append(new_attachment.id)
+                    photo_ids_to_link.append(new_attachment.id)
+                    photos_attached += 1
+                
+                # Link photos to the Many2many field for easy access in ADP Documents tab
+                if photo_ids_to_link:
+                    existing_photo_ids = self.sale_order_id.x_fc_approval_photo_ids.ids
+                    self.sale_order_id.write({
+                        'x_fc_approval_photo_ids': [(6, 0, existing_photo_ids + photo_ids_to_link)]
+                    })
+
+            # Create attachment for approval letter if uploaded
+            if self.approval_letter:
+                letter_attachment = self.env['ir.attachment'].create({
+                    'name': self.approval_letter_filename or 'ADP_Approval_Letter.pdf',
+                    'datas': self.approval_letter,
+                    'res_model': 'sale.order',
+                    'res_id': self.sale_order_id.id,
+                })
+                chatter_attachment_ids.append(letter_attachment.id)
+
+            # Post approval to chatter with all documents in ONE message
+            from markupsafe import Markup
+            from datetime import date
+
+            device_details = f'{approved_count} approved'
+            if unapproved_count > 0:
+                device_details += f', {unapproved_count} not approved'
+            if deduction_count > 0:
+                device_details += f', {deduction_count} with deductions'
+            
+            # Build documents list - show individual file names for screenshots
+            docs_items = ''
+            if self.approval_letter:
+                docs_items += f'<li>Approval Letter: {self.approval_letter_filename}</li>'
+            if photos_attached > 0:
+                docs_items += f'<li>{photos_attached} approval screenshot(s) attached below</li>'
+            docs_html = ''
+            if docs_items:
+                docs_html = f'<p class="mb-1"><strong>Documents:</strong></p><ul class="mb-0">{docs_items}</ul>'
+            
+            # Post to chatter with all attachments in one message
+            if chatter_attachment_ids:
+                self.sale_order_id.message_post(
+                    body=Markup(
+                        '<div class="alert alert-success" role="alert">'
+                        '<h5 class="alert-heading"><i class="fa fa-check-circle"/> Application Approved</h5>'
+                        f'<p class="mb-1"><strong>Date:</strong> {date.today().strftime("%B %d, %Y")}</p>'
+                        f'<p class="mb-1"><strong>Devices:</strong> {device_details}</p>'
+                        f'{docs_html}'
+                        '</div>'
+                    ),
+                    message_type='notification',
+                    subtype_xmlid='mail.mt_note',
+                    attachment_ids=chatter_attachment_ids,
+                )
+            else:
+                # No attachments, just post the status update
+                self.sale_order_id.message_post(
+                    body=Markup(
+                        '<div class="alert alert-success" role="alert">'
+                        '<h5 class="alert-heading"><i class="fa fa-check-circle"/> Application Approved</h5>'
+                        f'<p class="mb-1"><strong>Date:</strong> {date.today().strftime("%B %d, %Y")}</p>'
+                        f'<p class="mb-1"><strong>Devices:</strong> {device_details}</p>'
+                        '</div>'
+                    ),
+                    message_type='notification',
+                    subtype_xmlid='mail.mt_note',
+                )
+        
+        # Sync deductions and approval status to existing invoices
+        invoices_updated = self._sync_approval_to_invoices(updated_lines)
+        
+        # Build notification message
+        parts = []
+        if unapproved_count > 0:
+            parts.append(_("%d approved, %d NOT approved (will bill to client)") % (approved_count, unapproved_count))
+            msg_type = 'warning'
+        else:
+            parts.append(_("All %d devices approved") % approved_count)
+            msg_type = 'success'
+        
+        if deduction_count > 0:
+            parts.append(_("%d deduction(s) applied") % deduction_count)
+        
+        if invoices_updated > 0:
+            parts.append(_("%d invoice(s) updated") % invoices_updated)
+        
+        # Add status update note if applicable
+        if self.env.context.get('mark_as_approved'):
+            parts.append(_("Status updated to Approved"))
+        
+        message = ". ".join(parts) + "."
+        
+        # Close the wizard and show notification
+        return {
+            'type': 'ir.actions.act_window_close',
+            'infos': {
+                'type': 'ir.actions.client',
+                'tag': 'display_notification',
+                'params': {
+                    'title': _('Application Approved') if self.env.context.get('mark_as_approved') else _('Device Verification Complete'),
+                    'message': message,
+                    'type': msg_type,
+                    'sticky': False,
+                }
+            }
+        }
+
+    def _sync_approval_to_invoices(self, sale_lines):
+        """Sync approval status and deductions to existing invoices.
+        
+        When approval status or deductions change on SO lines:
+        - Client Invoice: unapproved items get 100% price, approved items get normal client portion
+        - ADP Invoice: unapproved items get removed (price = 0), approved items get normal ADP portion
+        
+        Returns number of invoices updated.
+        """
+        if not sale_lines:
+            return 0
+        
+        invoices_updated = set()
+        order = self.sale_order_id
+        ADPDevice = self.env['fusion.adp.device.code'].sudo()
+        
+        # Get all non-cancelled invoices for this order
+        invoices = order.invoice_ids.filtered(lambda inv: inv.state != 'cancel')
+        if not invoices:
+            return 0
+        
+        for so_line in sale_lines:
+            # =================================================================
+            # CHECK 1: Is this a NON-ADP funded product?
+            # =================================================================
+            is_non_adp_funded = so_line.product_id.is_non_adp_funded() if so_line.product_id else False
+            
+            # =================================================================
+            # CHECK 2: Does this product have a valid ADP device code?
+            # =================================================================
+            device_code = so_line._get_adp_device_code()
+            is_adp_device = False
+            if device_code and not is_non_adp_funded:
+                is_adp_device = ADPDevice.search_count([
+                    ('device_code', '=', device_code), 
+                    ('active', '=', True)
+                ]) > 0
+            
+            is_approved = so_line.x_fc_adp_approved
+            
+            # Find linked invoice lines
+            invoice_lines = self.env['account.move.line'].sudo().search([
+                ('sale_line_ids', 'in', so_line.id),
+                ('move_id', 'in', invoices.ids),
+            ])
+            
+            for inv_line in invoice_lines:
+                invoice = inv_line.move_id
+                
+                # Update approval and deduction fields on invoice line
+                inv_line_vals = {
+                    'x_fc_deduction_type': so_line.x_fc_deduction_type,
+                    'x_fc_deduction_value': so_line.x_fc_deduction_value,
+                    'x_fc_adp_approved': is_approved,
+                }
+                
+                # Check invoice portion type
+                portion_type = getattr(invoice, 'x_fc_adp_invoice_portion', '') or ''
+                
+                # =================================================================
+                # INVOICE LINE LOGIC:
+                # - Non-ADP items (NON-ADP code OR not in ADP database):
+                #   -> Client Invoice: 100% price
+                #   -> ADP Invoice: $0 (should not be there)
+                # - Unapproved ADP items:
+                #   -> Client Invoice: 100% price  
+                #   -> ADP Invoice: $0 (excluded)
+                # - Approved ADP items:
+                #   -> Client Invoice: client portion %
+                #   -> ADP Invoice: ADP portion %
+                # =================================================================
+                
+                if portion_type == 'client':
+                    if is_non_adp_funded or not is_adp_device:
+                        # NON-ADP item: Client pays 100%
+                        new_portion = so_line.price_subtotal
+                        inv_line_vals['name'] = so_line.name
+                    elif is_adp_device and not is_approved:
+                        # UNAPPROVED ADP device: Client pays 100%
+                        new_portion = so_line.price_subtotal
+                        inv_line_vals['name'] = f"{so_line.name} [NOT APPROVED - 100% Client]"
+                    else:
+                        # Normal client portion (approved ADP item)
+                        new_portion = so_line.x_fc_client_portion
+                        inv_line_vals['name'] = so_line.name
+                elif portion_type == 'adp':
+                    if is_non_adp_funded or not is_adp_device:
+                        # NON-ADP item: Remove from ADP invoice (set to 0)
+                        new_portion = 0
+                        inv_line_vals['name'] = f"{so_line.name} [NON-ADP - Excluded]"
+                    elif is_adp_device and not is_approved:
+                        # UNAPPROVED ADP device: Remove from ADP invoice (set to 0)
+                        new_portion = 0
+                        inv_line_vals['name'] = f"{so_line.name} [NOT APPROVED - Excluded]"
+                    else:
+                        # Normal ADP portion
+                        new_portion = so_line.x_fc_adp_portion
+                        inv_line_vals['name'] = so_line.name
+                else:
+                    # Unknown type - just update fields, skip price recalc
+                    inv_line.write(inv_line_vals)
+                    invoices_updated.add(invoice.id)
+                    continue
+                
+                # Calculate new unit price
+                if so_line.product_uom_qty > 0:
+                    new_unit_price = new_portion / so_line.product_uom_qty
+                else:
+                    new_unit_price = 0
+                
+                inv_line_vals['price_unit'] = new_unit_price
+                
+                # Need to handle draft vs posted invoices differently
+                if invoice.state == 'draft':
+                    inv_line.write(inv_line_vals)
+                else:
+                    # For posted invoices, reset to draft first
+                    try:
+                        invoice.button_draft()
+                        inv_line.write(inv_line_vals)
+                        invoice.action_post()
+                        _logger.info(f"Reset and updated invoice {invoice.name} for approval/deduction change")
+                    except Exception as e:
+                        _logger.warning(f"Could not update posted invoice {invoice.name}: {e}")
+                
+                invoices_updated.add(invoice.id)
+        
+        return len(invoices_updated)
+
+    def action_approve_all(self):
+        """Approve all devices."""
+        self.ensure_one()
+        
+        # Write to lines to ensure proper update
+        self.line_ids.write({'approved': True})
+        self.write({'all_approved': True})
+        
+        # Return action to refresh the wizard view
+        return {
+            'type': 'ir.actions.act_window',
+            'res_model': self._name,
+            'res_id': self.id,
+            'view_mode': 'form',
+            'target': 'new',
+            'context': self.env.context,
+        }
+
+
+class DeviceApprovalWizardLine(models.TransientModel):
+    """Lines for the device approval wizard."""
+    _name = 'fusion_claims.device.approval.wizard.line'
+    _description = 'Device Approval Wizard Line'
+
+    wizard_id = fields.Many2one(
+        'fusion_claims.device.approval.wizard',
+        string='Wizard',
+        required=True,
+        ondelete='cascade',
+    )
+    sale_line_id = fields.Many2one(
+        'sale.order.line',
+        string='Sale Line',
+        required=True,
+    )
+    product_name = fields.Char(
+        string='Product',
+        readonly=True,
+    )
+    device_code = fields.Char(
+        string='Device Code',
+        readonly=True,
+    )
+    device_type = fields.Char(
+        string='Device Type',
+        readonly=True,
+    )
+    device_description = fields.Char(
+        string='Description',
+        readonly=True,
+    )
+    serial_number = fields.Char(
+        string='Serial Number',
+        help='Serial number from the sale order line',
+    )
+    quantity = fields.Float(
+        string='Qty',
+        readonly=True,
+    )
+    unit_price = fields.Float(
+        string='Unit Price',
+        readonly=True,
+        digits='Product Price',
+    )
+    adp_portion = fields.Float(
+        string='ADP Portion',
+        readonly=True,
+        digits='Product Price',
+    )
+    client_portion = fields.Float(
+        string='Client Portion',
+        readonly=True,
+        digits='Product Price',
+    )
+    approved = fields.Boolean(
+        string='Approved',
+        default=True,
+        help='Check if this device type was approved by ADP',
+    )
+    
+    # ==========================================================================
+    # DEDUCTION FIELDS
+    # ==========================================================================
+    deduction_type = fields.Selection(
+        selection=[
+            ('none', 'No Deduction'),
+            ('pct', 'Percentage (%)'),
+            ('amt', 'Amount ($)'),
+        ],
+        string='Deduction Type',
+        default='none',
+        help='Type of ADP deduction. PCT = ADP covers X% of normal. AMT = Fixed $ deducted.',
+    )
+    deduction_value = fields.Float(
+        string='Deduction',
+        digits='Product Price',
+        help='For PCT: enter percentage (e.g., 75 means ADP covers 75%). For AMT: enter dollar amount.',
+    )
+    
+    # ==========================================================================
+    # COMPUTED FIELDS FOR PREVIEW
+    # ==========================================================================
+    estimated_adp = fields.Float(
+        string='Est. ADP',
+        compute='_compute_estimated_portions',
+        digits='Product Price',
+        help='Estimated ADP portion after deduction',
+    )
+    estimated_client = fields.Float(
+        string='Est. Client',
+        compute='_compute_estimated_portions',
+        digits='Product Price',
+        help='Estimated client portion after deduction',
+    )
+
+    @api.depends('deduction_type', 'deduction_value', 'adp_portion', 'client_portion', 
+                 'unit_price', 'quantity', 'approved')
+    def _compute_estimated_portions(self):
+        """Compute estimated portions based on current deduction settings."""
+        for line in self:
+            if not line.approved:
+                # If not approved, show 0 for ADP portion
+                line.estimated_adp = 0
+                line.estimated_client = line.unit_price * line.quantity
+                continue
+            
+            # Get base values from the sale line
+            so_line = line.sale_line_id
+            if not so_line or not so_line.order_id:
+                line.estimated_adp = line.adp_portion
+                line.estimated_client = line.client_portion
+                continue
+            
+            # Get client type for base percentages
+            client_type = so_line.order_id._get_client_type()
+            if client_type == 'REG':
+                base_adp_pct = 0.75
+            else:
+                base_adp_pct = 1.0
+            
+            # Get ADP price
+            adp_price = so_line.x_fc_adp_max_price or line.unit_price
+            total = adp_price * line.quantity
+            
+            # Apply deduction
+            if line.deduction_type == 'pct' and line.deduction_value:
+                # PCT: ADP only covers deduction_value% of their portion
+                effective_pct = base_adp_pct * (line.deduction_value / 100)
+                line.estimated_adp = total * effective_pct
+                line.estimated_client = total - line.estimated_adp
+            elif line.deduction_type == 'amt' and line.deduction_value:
+                # AMT: Subtract fixed amount from ADP portion
+                base_adp = total * base_adp_pct
+                line.estimated_adp = max(0, base_adp - line.deduction_value)
+                line.estimated_client = total - line.estimated_adp
+            else:
+                # No deduction
+                line.estimated_adp = total * base_adp_pct
+                line.estimated_client = total * (1 - base_adp_pct)

fusion_claims/wizard/device_approval_wizard_views.xml

@@ -0,0 +1,136 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<odoo>
+    <record id="view_device_approval_wizard_form" model="ir.ui.view">
+        <field name="name">fusion_claims.device.approval.wizard.form</field>
+        <field name="model">fusion_claims.device.approval.wizard</field>
+        <field name="arch" type="xml">
+            <form string="Device Approval Verification">
+                <field name="has_unapproved" invisible="1"/>
+                <field name="has_deductions" invisible="1"/>
+                <field name="has_invoices" invisible="1"/>
+                <field name="has_submission_data" invisible="1"/>
+                <field name="is_mark_approved_mode" invisible="1"/>
+                
+                <!-- Instructions -->
+                <div class="alert alert-info" role="alert">
+                    <strong>Stage 2: Device Approval Verification</strong>
+                    <p class="mb-0">
+                        1. Uncheck devices that were NOT approved by ADP.<br/>
+                        2. If approved with deduction, set the type and value.<br/>
+                        <small class="text-muted">
+                            PCT = ADP covers X% of normal portion. AMT = Fixed $ deducted from ADP.
+                        </small>
+                    </p>
+                </div>
+                
+                <!-- Stage 1 Reference -->
+                <div class="alert alert-secondary" role="alert" invisible="not has_submission_data">
+                    <strong>Stage 1 Reference:</strong> 
+                    <field name="submitted_device_types" nolabel="1" class="d-inline"/>
+                    <br/>
+                    <small class="text-muted">Compare with ADP approval letter.</small>
+                </div>
+                
+                <!-- Invoices Warning -->
+                <div class="alert alert-warning" role="alert" invisible="not has_invoices">
+                    <i class="fa fa-exclamation-triangle"/>
+                    <strong>Invoices exist.</strong> Changes will automatically update existing invoices.
+                </div>
+                
+                <!-- Claim Number - Required for Mark as Approved -->
+                <group invisible="not is_mark_approved_mode">
+                    <group>
+                        <field name="claim_number" required="is_mark_approved_mode" 
+                               placeholder="Enter ADP Claim Number from approval letter"/>
+                    </group>
+                </group>
+                
+                <!-- Header: Order and All Approved -->
+                <group>
+                    <group string="Order">
+                        <field name="sale_order_id" readonly="1"/>
+                    </group>
+                    <group string="Quick Actions">
+                        <field name="all_approved"/>
+                    </group>
+                </group>
+                
+                <!-- Device Table -->
+                <group string="Devices for Approval">
+                    <field name="line_ids" nolabel="1" colspan="2">
+                        <list editable="bottom" create="0" delete="0"
+                              decoration-danger="not approved"
+                              decoration-success="approved and (not deduction_type or deduction_type == 'none')"
+                              decoration-warning="approved and deduction_type and deduction_type != 'none'">
+                            <field name="approved" string="Approved"/>
+                            <field name="device_type" string="Device Type"/>
+                            <field name="product_name" string="Product"/>
+                            <field name="device_code" string="ADP Code"/>
+                            <field name="serial_number" string="S/N"/>
+                            <field name="quantity" string="Qty"/>
+                            <field name="unit_price" string="Unit $"/>
+                            <field name="deduction_type" string="Deduction"/>
+                            <field name="deduction_value" string="Ded. $"/>
+                            <field name="estimated_adp" string="Est. ADP" decoration-danger="estimated_adp == 0"/>
+                            <field name="estimated_client" string="Est. Client"/>
+                            <field name="sale_line_id" column_invisible="1"/>
+                        </list>
+                    </field>
+                </group>
+                
+                <!-- Unapproved Warning -->
+                <div class="alert alert-danger" role="alert" invisible="not has_unapproved">
+                    <strong><i class="fa fa-times-circle"/> Unapproved Items</strong>
+                    <p class="mb-0">
+                        Devices marked as NOT approved will be billed to client at 100% and removed from ADP invoice.
+                    </p>
+                </div>
+                
+                <!-- Deductions Info -->
+                <div class="alert alert-info" role="alert" invisible="not has_deductions">
+                    <strong><i class="fa fa-calculator"/> Deductions Applied</strong>
+                    <p class="mb-0">
+                        One or more devices have deductions. The client will be responsible for the difference.
+                    </p>
+                </div>
+                
+                <!-- Approval Documents Section - Only visible in Mark as Approved mode -->
+                <group string="Approval Documents" invisible="not is_mark_approved_mode">
+                    <div class="alert alert-info mb-3" role="alert" colspan="2">
+                        <strong><i class="fa fa-upload"/> Upload Approval Documents</strong>
+                        <p class="mb-0">Upload the ADP approval letter and any screenshots from the approval.</p>
+                    </div>
+                    <group string="Approval Letter (PDF)">
+                        <field name="approval_letter" filename="approval_letter_filename"
+                               widget="binary"/>
+                        <field name="approval_letter_filename" invisible="1"/>
+                    </group>
+                    <group string="Approval Screenshots (Drag &amp; Drop Multiple)">
+                        <field name="approval_photo_ids" widget="many2many_binary" 
+                               string="Approval Screenshots"
+                               options="{'accepted_file_extensions': 'image/*,.pdf'}"/>
+                    </group>
+                </group>
+                
+                <footer>
+                    <button name="action_confirm_approval" type="object" 
+                            string="Confirm &amp; Apply" class="btn-primary"/>
+                    <button name="action_approve_all" type="object" 
+                            string="Approve All" class="btn-success"
+                            invisible="all_approved"/>
+                    <button string="Cancel" class="btn-secondary" special="cancel"/>
+                </footer>
+            </form>
+        </field>
+    </record>
+
+    <record id="action_device_approval_wizard" model="ir.actions.act_window">
+        <field name="name">Device Approval Verification</field>
+        <field name="res_model">fusion_claims.device.approval.wizard</field>
+        <field name="view_mode">form</field>
+        <field name="target">new</field>
+        <field name="binding_model_id" ref="sale.model_sale_order"/>
+        <field name="binding_view_types">form</field>
+        <field name="context">{'active_id': active_id}</field>
+    </record>
+</odoo>

fusion_claims/wizard/device_import_wizard.py

@@ -0,0 +1,191 @@
+# -*- 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 base64
+import csv
+import json
+import re
+import io
+from odoo import models, fields, api, _
+from odoo.exceptions import UserError
+import logging
+
+_logger = logging.getLogger(__name__)
+
+
+class DeviceCodeImportWizard(models.TransientModel):
+    _name = 'fusion_claims.device.import.wizard'
+    _description = 'Import ADP Device Codes from JSON/CSV'
+
+    file = fields.Binary(
+        string='File',
+        required=True,
+        help='Upload a JSON or CSV file containing device codes',
+    )
+    filename = fields.Char(string='Filename')
+    file_type = fields.Selection([
+        ('json', 'JSON'),
+        ('csv', 'CSV (ADP Mobility Manual)'),
+    ], string='File Type', default='json', required=True)
+    
+    # Results
+    state = fields.Selection([
+        ('draft', 'Draft'),
+        ('done', 'Done'),
+    ], default='draft')
+    
+    result_created = fields.Integer(string='Created', readonly=True)
+    result_updated = fields.Integer(string='Updated', readonly=True)
+    result_errors = fields.Text(string='Errors', readonly=True)
+
+    @api.onchange('filename')
+    def _onchange_filename(self):
+        """Auto-detect file type from filename."""
+        if self.filename:
+            if self.filename.lower().endswith('.csv'):
+                self.file_type = 'csv'
+            elif self.filename.lower().endswith('.json'):
+                self.file_type = 'json'
+
+    def _parse_csv_content(self, content):
+        """Parse CSV content to data list."""
+        data = []
+        
+        # Try to decode as UTF-8 with BOM, then fallback
+        try:
+            text = content.decode('utf-8-sig')
+        except UnicodeDecodeError:
+            try:
+                text = content.decode('latin-1')
+            except Exception:
+                text = content.decode('utf-8', errors='ignore')
+        
+        reader = csv.DictReader(io.StringIO(text))
+        
+        # Log the column names for debugging
+        _logger.info("CSV columns detected: %s", reader.fieldnames)
+        
+        for row in reader:
+            device_code = (row.get('Device Code', '') or '').strip()
+            if not device_code:
+                continue
+            
+            # Find the price column - check multiple possible names
+            price = 0.0
+            price_column_names = [
+                'ADP Price', 'adp_price', 'Approved Price', ' Approved Price ',
+                'Price', 'price', 'ADP_Price', 'adp price'
+            ]
+            # First try exact matches
+            for col_name in price_column_names:
+                if col_name in row:
+                    price_str = row.get(col_name, '')
+                    price_str = re.sub(r'[\$,"\'\s]', '', str(price_str))
+                    try:
+                        price = float(price_str)
+                        if price > 0:
+                            break
+                    except ValueError:
+                        pass
+            
+            # If still 0, try partial match on column names
+            if price == 0:
+                for key in row.keys():
+                    key_lower = key.lower().strip()
+                    if 'price' in key_lower:
+                        price_str = row.get(key, '')
+                        price_str = re.sub(r'[\$,"\'\s]', '', str(price_str))
+                        try:
+                            price = float(price_str)
+                            if price > 0:
+                                _logger.info("Found price in column '%s': %s", key, price)
+                                break
+                        except ValueError:
+                            pass
+            
+            # Find the serial/SN required column - check multiple possible names
+            sn_required = 'No'
+            sn_column_names = [
+                'SN Required', 'sn_required', 'Serial', 'serial', 
+                'SN', 'sn', 'Serial Number Required', 'Requires SN'
+            ]
+            # First try exact matches
+            for col_name in sn_column_names:
+                if col_name in row:
+                    sn_required = row.get(col_name, 'No')
+                    break
+            
+            # If not found, try partial match
+            if sn_required == 'No':
+                for key in row.keys():
+                    key_lower = key.lower().strip()
+                    if 'serial' in key_lower or 'sn' in key_lower:
+                        sn_required = row.get(key, 'No')
+                        _logger.info("Found SN in column '%s': %s", key, sn_required)
+                        break
+            
+            data.append({
+                'Device Type': row.get('Device Type', ''),
+                'Manufacturer': row.get('Manufacturer', ''),
+                'Device Description': row.get('Device Description', ''),
+                'Device Code': device_code,
+                'Quantity': row.get('Qty', 1) or row.get('Quantity', 1),
+                'ADP Price': price,
+                'SN Required': sn_required,
+            })
+        
+        _logger.info("Parsed %d device codes from CSV", len(data))
+        return data
+
+    def action_import(self):
+        """Import device codes from uploaded file."""
+        self.ensure_one()
+        
+        if not self.file:
+            raise UserError(_("Please upload a file."))
+        
+        try:
+            # Decode file
+            file_content = base64.b64decode(self.file)
+            
+            if self.file_type == 'csv':
+                # Parse CSV
+                data = self._parse_csv_content(file_content)
+            else:
+                # Parse JSON
+                try:
+                    text = file_content.decode('utf-8-sig')
+                except UnicodeDecodeError:
+                    text = file_content.decode('utf-8')
+                data = json.loads(text)
+            
+        except json.JSONDecodeError as e:
+            raise UserError(_("Invalid JSON file: %s") % str(e))
+        except Exception as e:
+            raise UserError(_("Error reading file: %s") % str(e))
+        
+        if not data:
+            raise UserError(_("No valid data found in file."))
+        
+        # Import using the model method
+        DeviceCode = self.env['fusion.adp.device.code']
+        result = DeviceCode.import_from_json(data)
+        
+        # Update wizard with results
+        self.write({
+            'state': 'done',
+            'result_created': result['created'],
+            'result_updated': result['updated'],
+            'result_errors': '\n'.join(result['errors']) if result['errors'] else '',
+        })
+        
+        return {
+            'type': 'ir.actions.act_window',
+            'res_model': self._name,
+            'res_id': self.id,
+            'view_mode': 'form',
+            'target': 'new',
+        }
+

fusion_claims/wizard/device_import_wizard_views.xml

@@ -0,0 +1,64 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<!--
+    Copyright 2024-2025 Nexa Systems Inc.
+    License OPL-1 (Odoo Proprietary License v1.0)
+    Part of the Fusion Claim Assistant product family.
+-->
+<odoo>
+    <!-- Device Import Wizard Form -->
+    <record id="view_device_import_wizard_form" model="ir.ui.view">
+        <field name="name">fusion.central.device.import.wizard.form</field>
+        <field name="model">fusion_claims.device.import.wizard</field>
+        <field name="arch" type="xml">
+            <form string="Import ADP Device Codes">
+                <!-- Draft State: Upload -->
+                <group invisible="state == 'done'">
+                    <div class="alert alert-info" role="alert">
+                        <h5>Import Device Codes from Mobility Manual</h5>
+                        <p>Upload a <strong>CSV</strong> file (ADP Mobility Manual format) or a <strong>JSON</strong> file.</p>
+                        <p><strong>CSV columns:</strong> Device Type, Manufacturer, Device Description, Device Code, Qty, Approved Price, Serial</p>
+                    </div>
+                    <group>
+                        <field name="file_type" widget="radio" options="{'horizontal': True}"/>
+                        <field name="file" filename="filename"/>
+                        <field name="filename" invisible="1"/>
+                    </group>
+                </group>
+                
+                <!-- Done State: Results -->
+                <group invisible="state != 'done'">
+                    <div class="alert alert-success" role="alert">
+                        <h5><i class="fa fa-check-circle"/> Import Complete!</h5>
+                    </div>
+                    <group string="Results">
+                        <field name="result_created"/>
+                        <field name="result_updated"/>
+                    </group>
+                    <group string="Errors" invisible="not result_errors">
+                        <div class="alert alert-warning" role="alert">
+                            <field name="result_errors" nolabel="1"/>
+                        </div>
+                    </group>
+                </group>
+                
+                <field name="state" invisible="1"/>
+                
+                <footer>
+                    <button string="Import" name="action_import" type="object" 
+                            class="btn-primary" invisible="state == 'done'"
+                            icon="fa-upload"/>
+                    <button string="Close" class="btn-secondary" special="cancel"/>
+                </footer>
+            </form>
+        </field>
+    </record>
+
+    <!-- Menu Action -->
+    <record id="action_device_import_wizard" model="ir.actions.act_window">
+        <field name="name">Import Device Codes</field>
+        <field name="res_model">fusion_claims.device.import.wizard</field>
+        <field name="view_mode">form</field>
+        <field name="target">new</field>
+    </record>
+</odoo>
+

fusion_claims/wizard/field_mapping_config_wizard.py

@@ -0,0 +1,460 @@
+# -*- 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 logging
+from odoo import models, fields, api, _
+from odoo.exceptions import UserError
+
+_logger = logging.getLogger(__name__)
+
+
+# =============================================================================
+# DEFAULT FIELD MAPPINGS
+# =============================================================================
+# These define the default FC field mappings and their config parameter keys
+
+DEFAULT_FIELD_MAPPINGS = [
+    # Sale Order Header Fields
+    {
+        'model_name': 'sale.order',
+        'label': 'Sale Type',
+        'default_fc_field': 'x_fc_sale_type',
+        'config_param_key': 'fusion_claims.field_sale_type',
+    },
+    {
+        'model_name': 'sale.order',
+        'label': 'Client Type',
+        'default_fc_field': 'x_fc_client_type',
+        'config_param_key': 'fusion_claims.field_so_client_type',
+    },
+    {
+        'model_name': 'sale.order',
+        'label': 'Authorizer',
+        'default_fc_field': 'x_fc_authorizer_id',
+        'config_param_key': 'fusion_claims.field_so_authorizer',
+    },
+    {
+        'model_name': 'sale.order',
+        'label': 'Claim Number',
+        'default_fc_field': 'x_fc_claim_number',
+        'config_param_key': 'fusion_claims.field_so_claim_number',
+    },
+    {
+        'model_name': 'sale.order',
+        'label': 'Client Reference 1',
+        'default_fc_field': 'x_fc_client_ref_1',
+        'config_param_key': 'fusion_claims.field_so_client_ref_1',
+    },
+    {
+        'model_name': 'sale.order',
+        'label': 'Client Reference 2',
+        'default_fc_field': 'x_fc_client_ref_2',
+        'config_param_key': 'fusion_claims.field_so_client_ref_2',
+    },
+    {
+        'model_name': 'sale.order',
+        'label': 'Delivery Date',
+        'default_fc_field': 'x_fc_adp_delivery_date',
+        'config_param_key': 'fusion_claims.field_so_delivery_date',
+    },
+    {
+        'model_name': 'sale.order',
+        'label': 'Service Start Date',
+        'default_fc_field': 'x_fc_service_start_date',
+        'config_param_key': 'fusion_claims.field_so_service_start',
+    },
+    {
+        'model_name': 'sale.order',
+        'label': 'Service End Date',
+        'default_fc_field': 'x_fc_service_end_date',
+        'config_param_key': 'fusion_claims.field_so_service_end',
+    },
+    {
+        'model_name': 'sale.order',
+        'label': 'ADP Status',
+        'default_fc_field': 'x_fc_adp_status',
+        'config_param_key': 'fusion_claims.field_so_adp_status',
+    },
+    {
+        'model_name': 'sale.order',
+        'label': 'Primary Serial Number',
+        'default_fc_field': 'x_fc_primary_serial',
+        'config_param_key': 'fusion_claims.field_so_primary_serial',
+    },
+    # Sale Order Line Fields
+    {
+        'model_name': 'sale.order.line',
+        'label': 'Serial Number',
+        'default_fc_field': 'x_fc_serial_number',
+        'config_param_key': 'fusion_claims.field_sol_serial',
+    },
+    {
+        'model_name': 'sale.order.line',
+        'label': 'Device Placement',
+        'default_fc_field': 'x_fc_device_placement',
+        'config_param_key': 'fusion_claims.field_sol_placement',
+    },
+    # Invoice Header Fields
+    {
+        'model_name': 'account.move',
+        'label': 'Invoice Type',
+        'default_fc_field': 'x_fc_invoice_type',
+        'config_param_key': 'fusion_claims.field_invoice_type',
+    },
+    {
+        'model_name': 'account.move',
+        'label': 'Client Type',
+        'default_fc_field': 'x_fc_client_type',
+        'config_param_key': 'fusion_claims.field_inv_client_type',
+    },
+    {
+        'model_name': 'account.move',
+        'label': 'Authorizer',
+        'default_fc_field': 'x_fc_authorizer_id',
+        'config_param_key': 'fusion_claims.field_inv_authorizer',
+    },
+    {
+        'model_name': 'account.move',
+        'label': 'Claim Number',
+        'default_fc_field': 'x_fc_claim_number',
+        'config_param_key': 'fusion_claims.field_inv_claim_number',
+    },
+    {
+        'model_name': 'account.move',
+        'label': 'Client Reference 1',
+        'default_fc_field': 'x_fc_client_ref_1',
+        'config_param_key': 'fusion_claims.field_inv_client_ref_1',
+    },
+    {
+        'model_name': 'account.move',
+        'label': 'Client Reference 2',
+        'default_fc_field': 'x_fc_client_ref_2',
+        'config_param_key': 'fusion_claims.field_inv_client_ref_2',
+    },
+    {
+        'model_name': 'account.move',
+        'label': 'Delivery Date',
+        'default_fc_field': 'x_fc_adp_delivery_date',
+        'config_param_key': 'fusion_claims.field_inv_delivery_date',
+    },
+    {
+        'model_name': 'account.move',
+        'label': 'Service Start Date',
+        'default_fc_field': 'x_fc_service_start_date',
+        'config_param_key': 'fusion_claims.field_inv_service_start',
+    },
+    {
+        'model_name': 'account.move',
+        'label': 'Service End Date',
+        'default_fc_field': 'x_fc_service_end_date',
+        'config_param_key': 'fusion_claims.field_inv_service_end',
+    },
+    {
+        'model_name': 'account.move',
+        'label': 'Primary Serial Number',
+        'default_fc_field': 'x_fc_primary_serial',
+        'config_param_key': 'fusion_claims.field_inv_primary_serial',
+    },
+    # Invoice Line Fields
+    {
+        'model_name': 'account.move.line',
+        'label': 'Serial Number',
+        'default_fc_field': 'x_fc_serial_number',
+        'config_param_key': 'fusion_claims.field_aml_serial',
+    },
+    {
+        'model_name': 'account.move.line',
+        'label': 'Device Placement',
+        'default_fc_field': 'x_fc_device_placement',
+        'config_param_key': 'fusion_claims.field_aml_placement',
+    },
+    # Product Fields
+    {
+        'model_name': 'product.template',
+        'label': 'ADP Device Code',
+        'default_fc_field': 'x_fc_adp_device_code',
+        'config_param_key': 'fusion_claims.field_product_code',
+    },
+    {
+        'model_name': 'product.template',
+        'label': 'ADP Price',
+        'default_fc_field': 'x_fc_adp_price',
+        'config_param_key': 'fusion_claims.field_product_adp_price',
+    },
+]
+
+
+# =============================================================================
+# AUTO-DETECT PATTERNS
+# =============================================================================
+# Keywords to look for when auto-detecting existing custom fields
+
+AUTO_DETECT_PATTERNS = {
+    # Sale Order Header
+    'fusion_claims.field_sale_type': ['sale_type', 'saletype', 'type_of_sale', 'order_type'],
+    'fusion_claims.field_so_client_type': ['client_type', 'clienttype', 'customer_type', 'cust_type'],
+    'fusion_claims.field_so_authorizer': ['authorizer', 'authorized', 'approver', 'authorizer_name'],
+    'fusion_claims.field_so_claim_number': ['claim_number', 'claimnumber', 'claim_no', 'adp_claim', 'claim_num'],
+    'fusion_claims.field_so_client_ref_1': ['client_ref_1', 'clientref1', 'reference_1', 'client_reference_1', 'ref1', 'ref_1'],
+    'fusion_claims.field_so_client_ref_2': ['client_ref_2', 'clientref2', 'reference_2', 'client_reference_2', 'ref2', 'ref_2'],
+    'fusion_claims.field_so_delivery_date': ['delivery_date', 'deliverydate', 'adp_delivery', 'deliver_date', 'date_delivery'],
+    'fusion_claims.field_so_service_start': ['service_start', 'servicestart', 'start_date', 'service_start_date', 'svc_start'],
+    'fusion_claims.field_so_service_end': ['service_end', 'serviceend', 'end_date', 'service_end_date', 'svc_end'],
+    'fusion_claims.field_so_adp_status': ['adp_status', 'adpstatus', 'claim_status', 'status'],
+    'fusion_claims.field_so_primary_serial': ['primary_serial', 'primaryserial', 'main_serial', 'serial_primary'],
+    # Sale Order Line
+    'fusion_claims.field_sol_serial': ['serial_number', 'serial', 'sn', 'serialno'],
+    'fusion_claims.field_sol_placement': ['placement', 'device_placement', 'place'],
+    # Invoice Header
+    'fusion_claims.field_invoice_type': ['invoice_type', 'invoicetype', 'inv_type', 'type_of_invoice', 'bill_type'],
+    'fusion_claims.field_inv_client_type': ['client_type', 'clienttype', 'customer_type', 'cust_type'],
+    'fusion_claims.field_inv_authorizer': ['authorizer', 'authorized', 'approver', 'authorizer_name'],
+    'fusion_claims.field_inv_claim_number': ['claim_number', 'claimnumber', 'claim_no', 'claim_num'],
+    'fusion_claims.field_inv_client_ref_1': ['client_ref_1', 'clientref1', 'reference_1', 'client_reference_1', 'ref1', 'ref_1'],
+    'fusion_claims.field_inv_client_ref_2': ['client_ref_2', 'clientref2', 'reference_2', 'client_reference_2', 'ref2', 'ref_2'],
+    'fusion_claims.field_inv_delivery_date': ['delivery_date', 'deliverydate', 'adp_delivery', 'deliver_date', 'date_delivery'],
+    'fusion_claims.field_inv_service_start': ['service_start', 'servicestart', 'start_date', 'service_start_date', 'svc_start'],
+    'fusion_claims.field_inv_service_end': ['service_end', 'serviceend', 'end_date', 'service_end_date', 'svc_end'],
+    'fusion_claims.field_inv_primary_serial': ['primary_serial', 'primaryserial', 'main_serial', 'serial_primary'],
+    # Invoice Line
+    'fusion_claims.field_aml_serial': ['serial_number', 'serial', 'sn', 'serialno'],
+    'fusion_claims.field_aml_placement': ['placement', 'device_placement', 'place'],
+    # Product
+    'fusion_claims.field_product_code': ['adp_code', 'adp_device', 'device_code', 'adp_sku', 'product_code'],
+    'fusion_claims.field_product_adp_price': ['adp_price', 'adp_retail_price', 'retail_price'],
+}
+
+
+class FieldMappingLine(models.TransientModel):
+    """Individual field mapping configuration line."""
+    _name = 'fusion_claims.field_mapping_line'
+    _description = 'Field Mapping Line'
+    _order = 'sequence, id'
+
+    wizard_id = fields.Many2one(
+        'fusion_claims.field_mapping_config',
+        string='Wizard',
+        required=True,
+        ondelete='cascade',
+    )
+    sequence = fields.Integer(default=10)
+    
+    model_name = fields.Selection(
+        selection=[
+            ('sale.order', 'Sale Order'),
+            ('sale.order.line', 'Sale Order Line'),
+            ('account.move', 'Invoice'),
+            ('account.move.line', 'Invoice Line'),
+            ('product.template', 'Product'),
+        ],
+        string='Model',
+    )
+    
+    label = fields.Char(string='Field Label')
+    field_name = fields.Char(string='Field Name', help='The field name to use on the model')
+    default_fc_field = fields.Char(string='Default FC Field')
+    config_param_key = fields.Char(string='Config Parameter')
+    
+    field_exists = fields.Boolean(
+        string='Valid',
+        compute='_compute_field_exists',
+        help='Does this field exist on the model?',
+    )
+    
+    @api.depends('field_name', 'model_name')
+    def _compute_field_exists(self):
+        """Check if the configured field exists on the model."""
+        IrModelFields = self.env['ir.model.fields'].sudo()
+        for line in self:
+            line.field_exists = False
+            if not line.field_name or not line.model_name:
+                continue
+            # Check database for field existence (more reliable for custom fields)
+            field_count = IrModelFields.search_count([
+                ('model', '=', line.model_name),
+                ('name', '=', line.field_name),
+            ])
+            line.field_exists = field_count > 0
+    
+    @api.onchange('field_name')
+    def _onchange_field_name(self):
+        """Force recomputation of field_exists when field_name changes."""
+        # This triggers the compute to run when user edits the field
+        pass
+
+
+class FieldMappingConfigWizard(models.TransientModel):
+    """Wizard for configuring field mappings."""
+    _name = 'fusion_claims.field_mapping_config'
+    _description = 'Field Mapping Configuration Wizard'
+
+    # =========================================================================
+    # FIELD MAPPINGS
+    # =========================================================================
+    mapping_ids = fields.One2many(
+        'fusion_claims.field_mapping_line',
+        'wizard_id',
+        string='Field Mappings',
+    )
+    
+    # =========================================================================
+    # SUMMARY FIELDS
+    # =========================================================================
+    total_mappings = fields.Integer(
+        string='Total Mappings',
+        compute='_compute_summary',
+    )
+    valid_mappings = fields.Integer(
+        string='Valid Mappings',
+        compute='_compute_summary',
+    )
+    invalid_mappings = fields.Integer(
+        string='Invalid Mappings',
+        compute='_compute_summary',
+    )
+    
+    @api.depends('mapping_ids.field_exists')
+    def _compute_summary(self):
+        """Compute summary statistics."""
+        for wizard in self:
+            wizard.total_mappings = len(wizard.mapping_ids)
+            wizard.valid_mappings = len(wizard.mapping_ids.filtered('field_exists'))
+            wizard.invalid_mappings = wizard.total_mappings - wizard.valid_mappings
+
+    # =========================================================================
+    # DEFAULT VALUES
+    # =========================================================================
+    
+    @api.model
+    def default_get(self, fields_list):
+        """Load field mappings from ir.config_parameter when wizard opens."""
+        res = super().default_get(fields_list)
+        
+        if 'mapping_ids' in fields_list:
+            ICP = self.env['ir.config_parameter'].sudo()
+            mappings = []
+            seq = 10
+            
+            for mapping_def in DEFAULT_FIELD_MAPPINGS:
+                # Get current value from config, fall back to default
+                current_value = ICP.get_param(
+                    mapping_def['config_param_key'],
+                    mapping_def['default_fc_field']
+                )
+                
+                mappings.append((0, 0, {
+                    'sequence': seq,
+                    'model_name': mapping_def['model_name'],
+                    'label': mapping_def['label'],
+                    'field_name': current_value,
+                    'default_fc_field': mapping_def['default_fc_field'],
+                    'config_param_key': mapping_def['config_param_key'],
+                }))
+                seq += 10
+            
+            res['mapping_ids'] = mappings
+        
+        return res
+
+    # =========================================================================
+    # ACTION METHODS
+    # =========================================================================
+    
+    def action_save(self):
+        """Save all field mappings to ir.config_parameter."""
+        ICP = self.env['ir.config_parameter'].sudo()
+        saved_count = 0
+        
+        for line in self.mapping_ids:
+            if line.config_param_key and line.field_name:
+                ICP.set_param(line.config_param_key, line.field_name)
+                saved_count += 1
+        
+        _logger.info("Saved %d field mapping configurations", saved_count)
+        # Return False to indicate no follow-up action needed
+        return False
+    
+    def action_save_and_close(self):
+        """Save mappings and close the wizard."""
+        self.action_save()
+        return {'type': 'ir.actions.act_window_close'}
+    
+    def action_reset_defaults(self):
+        """Reset all mappings to their default FC field values."""
+        ICP = self.env['ir.config_parameter'].sudo()
+        reset_count = 0
+        
+        for line in self.mapping_ids:
+            if line.config_param_key and line.default_fc_field:
+                # Update the transient record so the form shows the new value
+                line.field_name = line.default_fc_field
+                # Also save to ir.config_parameter so it persists
+                ICP.set_param(line.config_param_key, line.default_fc_field)
+                reset_count += 1
+        
+        _logger.info("Reset %d field mappings to defaults", reset_count)
+        # Return False to indicate no follow-up action needed
+        return False
+    
+    def action_auto_detect(self):
+        """Auto-detect existing custom fields and update mappings."""
+        IrModelFields = self.env['ir.model.fields'].sudo()
+        ICP = self.env['ir.config_parameter'].sudo()
+        detected_count = 0
+        detected_fields = []
+        
+        # Get all custom fields
+        models_to_search = ['sale.order', 'sale.order.line', 'account.move', 'account.move.line', 'product.template']
+        all_custom_fields = IrModelFields.search([
+            ('model', 'in', models_to_search),
+            ('name', '=like', 'x_%'),
+            ('state', '=', 'manual'),
+        ])
+        
+        for line in self.mapping_ids:
+            if not line.config_param_key:
+                continue
+            
+            patterns = AUTO_DETECT_PATTERNS.get(line.config_param_key, [])
+            if not patterns:
+                continue
+            
+            # Get fields for this model
+            model_fields = all_custom_fields.filtered(lambda f: f.model == line.model_name)
+            
+            model_fields_sorted = sorted(model_fields, key=lambda f: f.name)
+            
+            # Find matching field
+            matched_field = None
+            for field in model_fields_sorted:
+                # Skip our own x_fc_* fields
+                if field.name.startswith('x_fc_'):
+                    continue
+                
+                field_name_lower = field.name.lower()
+                for pattern in patterns:
+                    if pattern in field_name_lower:
+                        matched_field = field
+                        break
+                if matched_field:
+                    break
+            
+            if matched_field and matched_field.name != line.field_name:
+                # Update the transient record so the form shows the new value
+                line.field_name = matched_field.name
+                # Also save to ir.config_parameter so it persists across sessions
+                ICP.set_param(line.config_param_key, matched_field.name)
+                detected_fields.append(f"{line.label}: {matched_field.name}")
+                detected_count += 1
+        
+        # Log results
+        _logger.info("Auto-detected %d Studio field mappings: %s", detected_count, detected_fields)
+        
+        # Return False to indicate no follow-up action needed
+        return False
+    
+    def action_close(self):
+        """Close the wizard without saving."""
+        return {'type': 'ir.actions.act_window_close'}

fusion_claims/wizard/field_mapping_config_wizard_views.xml

@@ -0,0 +1,97 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <!-- ===================================================================== -->
+    <!-- Field Mapping Configuration Wizard Form View -->
+    <!-- ===================================================================== -->
+    <record id="view_field_mapping_config_wizard_form" model="ir.ui.view">
+        <field name="name">fusion_claims.field_mapping_config.form</field>
+        <field name="model">fusion_claims.field_mapping_config</field>
+        <field name="arch" type="xml">
+            <form string="Field Mapping Configuration">
+                <header>
+                    <button name="action_save_and_close" type="object" 
+                            string="Save &amp; Close" class="btn-primary"/>
+                    <button name="action_auto_detect" type="object" 
+                            string="Auto-Detect Fields" class="btn-secondary"/>
+                    <button name="action_reset_defaults" type="object" 
+                            string="Reset to Defaults" class="btn-secondary"
+                            confirm="This will reset all mappings to the default FC field names. Continue?"/>
+                </header>
+                <sheet>
+                    <div class="oe_title">
+                        <h1>Field Mapping Configuration</h1>
+                    </div>
+                    
+                    <!-- Summary Section -->
+                    <group>
+                        <group>
+                            <field name="total_mappings" readonly="1"/>
+                            <field name="valid_mappings" readonly="1"/>
+                        </group>
+                        <group>
+                            <field name="invalid_mappings" readonly="1" 
+                                   decoration-danger="invalid_mappings > 0"/>
+                        </group>
+                    </group>
+                    
+                    <!-- Instructions -->
+                    <div class="alert alert-info" role="alert">
+                        <strong>How to Use:</strong>
+                        <ul class="mb-0">
+                            <li>Click <strong>Auto-Detect Fields</strong> to find existing custom fields</li>
+                            <li>Edit the <strong>Field Name</strong> column to use any custom field</li>
+                            <li>The <strong>Valid</strong> column shows if the field exists on the model</li>
+                            <li>Click <strong>Save &amp; Close</strong> to apply your configuration</li>
+                            <li>Use <strong>Reset to Defaults</strong> to restore default FC field names</li>
+                        </ul>
+                    </div>
+                    
+                    <!-- All Field Mappings in one list -->
+                    <field name="mapping_ids" nolabel="1">
+                        <list editable="bottom" create="false" delete="false"
+                              decoration-danger="not field_exists and field_name">
+                            <field name="model_name" readonly="1" string="Model"/>
+                            <field name="label" readonly="1" string="Field"/>
+                            <field name="field_name" string="Source Field Name"/>
+                            <field name="default_fc_field" readonly="1" string="Default FC Field"/>
+                            <field name="field_exists" widget="boolean" readonly="1" string="Valid"/>
+                            <field name="config_param_key" column_invisible="1"/>
+                            <field name="wizard_id" column_invisible="1"/>
+                            <field name="sequence" column_invisible="1"/>
+                        </list>
+                    </field>
+                    
+                    <!-- Help Section -->
+                    <div class="alert alert-secondary mt-3" role="alert">
+                        <h5>Help</h5>
+                        <ul class="mb-0">
+                            <li><strong>Source Field Name</strong>: The custom field to read data from (e.g., x_fc_sale_type)</li>
+                            <li><strong>Default FC Field</strong>: The standard Fusion Central field name</li>
+                            <li><strong>Valid</strong>: Shows if the source field exists on the model</li>
+                            <li>Auto-Detect will find existing custom fields and save them. Close and reopen to see results.</li>
+                        </ul>
+                    </div>
+                </sheet>
+                <footer>
+                    <button name="action_save_and_close" type="object" 
+                            string="Save &amp; Close" class="btn-primary"/>
+                    <button name="action_save" type="object" 
+                            string="Save" class="btn-secondary"/>
+                    <button name="action_close" type="object" 
+                            string="Cancel" class="btn-secondary"/>
+                </footer>
+            </form>
+        </field>
+    </record>
+    
+    <!-- ===================================================================== -->
+    <!-- Action to open the wizard -->
+    <!-- ===================================================================== -->
+    <record id="action_field_mapping_config_wizard" model="ir.actions.act_window">
+        <field name="name">Field Mapping Configuration</field>
+        <field name="res_model">fusion_claims.field_mapping_config</field>
+        <field name="view_mode">form</field>
+        <field name="target">new</field>
+        <field name="context">{}</field>
+    </record>
+</odoo>

fusion_claims/wizard/loaner_checkout_wizard.py

@@ -0,0 +1,237 @@
+# -*- coding: utf-8 -*-
+# Copyright 2024-2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+from odoo import models, fields, api, _
+from odoo.exceptions import UserError
+import logging
+
+_logger = logging.getLogger(__name__)
+
+
+class LoanerCheckoutWizard(models.TransientModel):
+    """Wizard to checkout loaner equipment."""
+    _name = 'fusion.loaner.checkout.wizard'
+    _description = 'Loaner Checkout Wizard'
+
+    # =========================================================================
+    # CONTEXT FIELDS
+    # =========================================================================
+    
+    sale_order_id = fields.Many2one(
+        'sale.order',
+        string='Sale Order',
+        readonly=True,
+    )
+    partner_id = fields.Many2one(
+        'res.partner',
+        string='Client',
+        required=True,
+    )
+    authorizer_id = fields.Many2one(
+        'res.partner',
+        string='Authorizer',
+    )
+
+    # =========================================================================
+    # PRODUCT SELECTION
+    # =========================================================================
+    
+    product_id = fields.Many2one(
+        'product.product',
+        string='Product',
+        domain="[('x_fc_can_be_loaned', '=', True)]",
+        required=True,
+    )
+    lot_id = fields.Many2one(
+        'stock.lot',
+        string='Serial Number',
+        domain="[('product_id', '=', product_id)]",
+    )
+    available_lot_ids = fields.Many2many(
+        'stock.lot',
+        compute='_compute_available_lots',
+        string='Available Serial Numbers',
+    )
+
+    # =========================================================================
+    # DATES
+    # =========================================================================
+    
+    checkout_date = fields.Date(
+        string='Checkout Date',
+        required=True,
+        default=fields.Date.context_today,
+    )
+    loaner_period_days = fields.Integer(
+        string='Loaner Period (Days)',
+        default=7,
+    )
+    expected_return_date = fields.Date(
+        string='Expected Return Date',
+        compute='_compute_expected_return',
+    )
+
+    # =========================================================================
+    # CONDITION
+    # =========================================================================
+    
+    checkout_condition = fields.Selection([
+        ('excellent', 'Excellent'),
+        ('good', 'Good'),
+        ('fair', 'Fair'),
+        ('needs_repair', 'Needs Repair'),
+    ], string='Condition', default='excellent', required=True)
+    checkout_notes = fields.Text(
+        string='Notes',
+    )
+
+    # =========================================================================
+    # PHOTOS
+    # =========================================================================
+    
+    checkout_photo_ids = fields.Many2many(
+        'ir.attachment',
+        'loaner_checkout_wizard_photo_rel',
+        'wizard_id',
+        'attachment_id',
+        string='Photos',
+    )
+
+    # =========================================================================
+    # DELIVERY
+    # =========================================================================
+    
+    delivery_address = fields.Text(
+        string='Delivery Address',
+    )
+
+    # =========================================================================
+    # COMPUTED
+    # =========================================================================
+    
+    @api.depends('product_id')
+    def _compute_available_lots(self):
+        """Get available serial numbers for the selected product."""
+        for wizard in self:
+            if wizard.product_id:
+                # Get loaner location
+                loaner_location = self.env.ref('fusion_claims.stock_location_loaner', raise_if_not_found=False)
+                if loaner_location:
+                    # Find lots with stock in loaner location
+                    quants = self.env['stock.quant'].search([
+                        ('product_id', '=', wizard.product_id.id),
+                        ('location_id', '=', loaner_location.id),
+                        ('quantity', '>', 0),
+                    ])
+                    wizard.available_lot_ids = quants.mapped('lot_id')
+                else:
+                    # Fallback: all lots for product
+                    wizard.available_lot_ids = self.env['stock.lot'].search([
+                        ('product_id', '=', wizard.product_id.id),
+                    ])
+            else:
+                wizard.available_lot_ids = False
+
+    @api.depends('checkout_date', 'loaner_period_days')
+    def _compute_expected_return(self):
+        from datetime import timedelta
+        for wizard in self:
+            if wizard.checkout_date and wizard.loaner_period_days:
+                wizard.expected_return_date = wizard.checkout_date + timedelta(days=wizard.loaner_period_days)
+            else:
+                wizard.expected_return_date = False
+
+    # =========================================================================
+    # ONCHANGE
+    # =========================================================================
+    
+    @api.onchange('product_id')
+    def _onchange_product_id(self):
+        if self.product_id:
+            self.loaner_period_days = self.product_id.x_fc_loaner_period_days or 7
+            self.lot_id = False
+
+    # =========================================================================
+    # DEFAULT GET
+    # =========================================================================
+    
+    @api.model
+    def default_get(self, fields_list):
+        res = super().default_get(fields_list)
+        
+        # Get context
+        active_model = self._context.get('active_model')
+        active_id = self._context.get('active_id')
+        
+        if active_model == 'sale.order' and active_id:
+            order = self.env['sale.order'].browse(active_id)
+            res['sale_order_id'] = order.id
+            res['partner_id'] = order.partner_id.id
+            res['authorizer_id'] = order.x_fc_authorizer_id.id if order.x_fc_authorizer_id else False
+            if order.partner_shipping_id:
+                res['delivery_address'] = order.partner_shipping_id.contact_address
+        
+        # Get default loaner period from settings
+        ICP = self.env['ir.config_parameter'].sudo()
+        default_period = int(ICP.get_param('fusion_claims.default_loaner_period_days', '7'))
+        res['loaner_period_days'] = default_period
+        
+        return res
+
+    # =========================================================================
+    # ACTION
+    # =========================================================================
+    
+    def action_checkout(self):
+        """Create and confirm loaner checkout."""
+        self.ensure_one()
+        
+        if not self.product_id:
+            raise UserError(_("Please select a product."))
+        
+        # Create persistent attachments for photos
+        photo_ids = []
+        for photo in self.checkout_photo_ids:
+            new_attachment = self.env['ir.attachment'].create({
+                'name': photo.name,
+                'datas': photo.datas,
+                'res_model': 'fusion.loaner.checkout',
+                'res_id': 0,  # Will update after checkout creation
+            })
+            photo_ids.append(new_attachment.id)
+        
+        # Create checkout record
+        checkout_vals = {
+            'sale_order_id': self.sale_order_id.id if self.sale_order_id else False,
+            'partner_id': self.partner_id.id,
+            'authorizer_id': self.authorizer_id.id if self.authorizer_id else False,
+            'sales_rep_id': self.env.user.id,
+            'product_id': self.product_id.id,
+            'lot_id': self.lot_id.id if self.lot_id else False,
+            'checkout_date': self.checkout_date,
+            'loaner_period_days': self.loaner_period_days,
+            'checkout_condition': self.checkout_condition,
+            'checkout_notes': self.checkout_notes,
+            'delivery_address': self.delivery_address,
+        }
+        
+        checkout = self.env['fusion.loaner.checkout'].create(checkout_vals)
+        
+        # Update photo attachments
+        if photo_ids:
+            self.env['ir.attachment'].browse(photo_ids).write({'res_id': checkout.id})
+            checkout.checkout_photo_ids = [(6, 0, photo_ids)]
+        
+        # Confirm checkout
+        checkout.action_checkout()
+        
+        # Return to checkout record
+        return {
+            'type': 'ir.actions.act_window',
+            'name': _('Loaner Checkout'),
+            'res_model': 'fusion.loaner.checkout',
+            'res_id': checkout.id,
+            'view_mode': 'form',
+            'target': 'current',
+        }

fusion_claims/wizard/loaner_return_wizard.py

@@ -0,0 +1,139 @@
+# -*- coding: utf-8 -*-
+# Copyright 2024-2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+from odoo import models, fields, api, _
+from odoo.exceptions import UserError
+import logging
+
+_logger = logging.getLogger(__name__)
+
+
+class LoanerReturnWizard(models.TransientModel):
+    """Wizard to return loaner equipment."""
+    _name = 'fusion.loaner.return.wizard'
+    _description = 'Loaner Return Wizard'
+
+    # =========================================================================
+    # CHECKOUT REFERENCE
+    # =========================================================================
+    
+    checkout_id = fields.Many2one(
+        'fusion.loaner.checkout',
+        string='Checkout Record',
+        required=True,
+        readonly=True,
+    )
+    
+    # Display fields
+    product_id = fields.Many2one(
+        'product.product',
+        string='Product',
+        related='checkout_id.product_id',
+        readonly=True,
+    )
+    lot_id = fields.Many2one(
+        'stock.lot',
+        string='Serial Number',
+        related='checkout_id.lot_id',
+        readonly=True,
+    )
+    partner_id = fields.Many2one(
+        'res.partner',
+        string='Client',
+        related='checkout_id.partner_id',
+        readonly=True,
+    )
+    checkout_date = fields.Date(
+        string='Checkout Date',
+        related='checkout_id.checkout_date',
+        readonly=True,
+    )
+    days_out = fields.Integer(
+        string='Days Out',
+        related='checkout_id.days_out',
+        readonly=True,
+    )
+    checkout_condition = fields.Selection(
+        related='checkout_id.checkout_condition',
+        readonly=True,
+    )
+
+    # =========================================================================
+    # RETURN DETAILS
+    # =========================================================================
+    
+    return_date = fields.Date(
+        string='Return Date',
+        required=True,
+        default=fields.Date.context_today,
+    )
+    return_condition = fields.Selection([
+        ('excellent', 'Excellent'),
+        ('good', 'Good'),
+        ('fair', 'Fair'),
+        ('needs_repair', 'Needs Repair'),
+        ('damaged', 'Damaged'),
+    ], string='Condition', required=True)
+    return_notes = fields.Text(
+        string='Notes',
+        help='Any notes about the return condition or issues',
+    )
+    return_photo_ids = fields.Many2many(
+        'ir.attachment',
+        'loaner_return_wizard_photo_rel',
+        'wizard_id',
+        'attachment_id',
+        string='Photos',
+    )
+
+    # =========================================================================
+    # DEFAULT GET
+    # =========================================================================
+    
+    @api.model
+    def default_get(self, fields_list):
+        res = super().default_get(fields_list)
+        
+        checkout_id = self._context.get('default_checkout_id')
+        if checkout_id:
+            checkout = self.env['fusion.loaner.checkout'].browse(checkout_id)
+            res['checkout_id'] = checkout.id
+            # Default return condition to checkout condition
+            res['return_condition'] = checkout.checkout_condition
+        
+        return res
+
+    # =========================================================================
+    # ACTION
+    # =========================================================================
+    
+    def action_return(self):
+        """Process the loaner return."""
+        self.ensure_one()
+        
+        if not self.checkout_id:
+            raise UserError(_("No checkout record found."))
+        
+        if self.checkout_id.state not in ('checked_out', 'overdue', 'rental_pending'):
+            raise UserError(_("This loaner has already been returned or is not in a returnable state."))
+        
+        # Create persistent attachments for photos
+        photo_ids = []
+        for photo in self.return_photo_ids:
+            new_attachment = self.env['ir.attachment'].create({
+                'name': photo.name,
+                'datas': photo.datas,
+                'res_model': 'fusion.loaner.checkout',
+                'res_id': self.checkout_id.id,
+            })
+            photo_ids.append(new_attachment.id)
+        
+        # Process return
+        self.checkout_id.action_process_return(
+            return_condition=self.return_condition,
+            return_notes=self.return_notes,
+            return_photos=photo_ids if photo_ids else None,
+        )
+        
+        return {'type': 'ir.actions.act_window_close'}

fusion_claims/wizard/mod_awaiting_funding_wizard.py

@@ -0,0 +1,52 @@
+# -*- coding: utf-8 -*-
+from odoo import models, fields, api, _
+from odoo.exceptions import UserError
+from markupsafe import Markup
+
+
+class ModAwaitingFundingWizard(models.TransientModel):
+    _name = 'fusion_claims.mod.awaiting.funding.wizard'
+    _description = 'MOD - Record Application Submission'
+
+    sale_order_id = fields.Many2one('sale.order', required=True, readonly=True)
+    application_submitted_date = fields.Date(
+        string='Application Submitted Date',
+        required=True,
+        default=fields.Date.context_today,
+        help='Date the application/proposal was submitted to March of Dimes',
+    )
+    notes = fields.Text(string='Notes', help='Optional notes about the submission')
+
+    @api.model
+    def default_get(self, fields_list):
+        res = super().default_get(fields_list)
+        if self.env.context.get('active_id'):
+            order = self.env['sale.order'].browse(self.env.context['active_id'])
+            res['sale_order_id'] = order.id
+            if order.x_fc_mod_application_submitted_date:
+                res['application_submitted_date'] = order.x_fc_mod_application_submitted_date
+        return res
+
+    def action_confirm(self):
+        self.ensure_one()
+        order = self.sale_order_id
+        order.write({
+            'x_fc_mod_status': 'awaiting_funding',
+            'x_fc_mod_application_submitted_date': self.application_submitted_date,
+        })
+        # Log to chatter
+        date_str = self.application_submitted_date.strftime('%B %d, %Y')
+        note_html = (
+            f'<strong>Application submitted to March of Dimes</strong> on {date_str}'
+        )
+        if self.notes:
+            note_html += f'<br/>{self.notes}'
+        order.message_post(
+            body=Markup(
+                f'<div class="alert alert-info" role="alert">'
+                f'{note_html}</div>'
+            ),
+            message_type='notification',
+            subtype_xmlid='mail.mt_note',
+        )
+        return {'type': 'ir.actions.act_window_close'}

fusion_claims/wizard/mod_awaiting_funding_wizard_views.xml

@@ -0,0 +1,26 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<odoo>
+    <record id="view_mod_awaiting_funding_wizard_form" model="ir.ui.view">
+        <field name="name">fusion_claims.mod.awaiting.funding.wizard.form</field>
+        <field name="model">fusion_claims.mod.awaiting.funding.wizard</field>
+        <field name="arch" type="xml">
+            <form string="Application Submitted to March of Dimes">
+                <field name="sale_order_id" invisible="1"/>
+                <div class="alert alert-info mb-3">
+                    <i class="fa fa-clock-o"/>
+                    Record the date the application was submitted to March of Dimes for funding review.
+                    This will move the case to <strong>Awaiting Funding</strong> status.
+                </div>
+                <group>
+                    <field name="application_submitted_date"/>
+                    <field name="notes" placeholder="Optional notes..."/>
+                </group>
+                <footer>
+                    <button name="action_confirm" type="object"
+                            string="Confirm" class="btn-primary" icon="fa-check"/>
+                    <button string="Cancel" class="btn-secondary" special="cancel"/>
+                </footer>
+            </form>
+        </field>
+    </record>
+</odoo>

fusion_claims/wizard/mod_funding_approved_wizard.py

@@ -0,0 +1,74 @@
+# -*- coding: utf-8 -*-
+from odoo import models, fields, api, _
+from odoo.exceptions import UserError
+from markupsafe import Markup
+import logging
+
+_logger = logging.getLogger(__name__)
+
+
+class ModFundingApprovedWizard(models.TransientModel):
+    _name = 'fusion_claims.mod.funding.approved.wizard'
+    _description = 'MOD - Record Funding Approval'
+
+    sale_order_id = fields.Many2one('sale.order', required=True, readonly=True)
+
+    # Case details
+    case_worker_id = fields.Many2one(
+        'res.partner', string='Case Worker',
+        help='March of Dimes case worker assigned to this case',
+    )
+    hvmp_reference = fields.Char(string='HVMP Reference #')
+
+    @api.model
+    def default_get(self, fields_list):
+        res = super().default_get(fields_list)
+        if self.env.context.get('active_id'):
+            order = self.env['sale.order'].browse(self.env.context['active_id'])
+            res['sale_order_id'] = order.id
+            if order.x_fc_case_worker:
+                res['case_worker_id'] = order.x_fc_case_worker.id
+            if order.x_fc_case_reference:
+                res['hvmp_reference'] = order.x_fc_case_reference
+        return res
+
+    def action_confirm(self):
+        """Record funding approval - just case worker and reference."""
+        self.ensure_one()
+        order = self.sale_order_id
+
+        vals = {
+            'x_fc_mod_status': 'funding_approved',
+            'x_fc_case_approved': fields.Date.today(),
+        }
+        if self.case_worker_id:
+            vals['x_fc_case_worker'] = self.case_worker_id.id
+        if self.hvmp_reference:
+            vals['x_fc_case_reference'] = self.hvmp_reference
+        order.write(vals)
+
+        # Log to chatter
+        parts = ['<strong>Funding Approved by March of Dimes</strong>']
+        parts.append(f'Date: {fields.Date.today().strftime("%B %d, %Y")}')
+        if self.case_worker_id:
+            parts.append(f'Case Worker: {self.case_worker_id.name}')
+        if self.hvmp_reference:
+            parts.append(f'HVMP Reference: {self.hvmp_reference}')
+
+        order.message_post(
+            body=Markup('<div class="alert alert-success">' + '<br/>'.join(parts) + '</div>'),
+            message_type='notification', subtype_xmlid='mail.mt_note',
+        )
+        return {'type': 'ir.actions.act_window_close'}
+
+
+class ModFundingApprovedWizardLine(models.TransientModel):
+    _name = 'fusion_claims.mod.funding.approved.wizard.line'
+    _description = 'MOD PCA - Line Preview'
+
+    wizard_id = fields.Many2one('fusion_claims.mod.pca.received.wizard', ondelete='cascade')
+    product_name = fields.Char(string='Product', readonly=True)
+    quantity = fields.Float(string='Qty', readonly=True)
+    line_total = fields.Float(string='Line Total', readonly=True)
+    mod_amount = fields.Float(string='MOD Pays', readonly=True)
+    client_amount = fields.Float(string='Client Pays', readonly=True)

fusion_claims/wizard/mod_funding_approved_wizard_views.xml

@@ -0,0 +1,33 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<odoo>
+    <record id="view_mod_funding_approved_wizard_form" model="ir.ui.view">
+        <field name="name">fusion_claims.mod.funding.approved.wizard.form</field>
+        <field name="model">fusion_claims.mod.funding.approved.wizard</field>
+        <field name="arch" type="xml">
+            <form string="Funding Approved">
+                <field name="sale_order_id" invisible="1"/>
+
+                <div class="alert alert-success mb-3">
+                    <i class="fa fa-check"/>
+                    Record the funding approval. Case worker and HVMP reference can be updated when PCA is received.
+                </div>
+
+                <group>
+                    <group string="Case Details">
+                        <field name="case_worker_id"
+                               options="{'no_create': False, 'no_quick_create': False}"
+                               placeholder="Select or create case worker..."/>
+                        <field name="hvmp_reference"
+                               placeholder="e.g. HVW38845 (optional)"/>
+                    </group>
+                </group>
+
+                <footer>
+                    <button name="action_confirm" type="object"
+                            string="Confirm Approval" class="btn-success" icon="fa-check"/>
+                    <button string="Cancel" class="btn-secondary" special="cancel"/>
+                </footer>
+            </form>
+        </field>
+    </record>
+</odoo>

fusion_claims/wizard/mod_pca_received_wizard.py

@@ -0,0 +1,304 @@
+# -*- coding: utf-8 -*-
+from odoo import models, fields, api, _
+from odoo.exceptions import UserError
+from odoo.fields import Command
+from markupsafe import Markup
+import logging
+
+_logger = logging.getLogger(__name__)
+
+
+class ModPcaReceivedWizard(models.TransientModel):
+    _name = 'fusion_claims.mod.pca.received.wizard'
+    _description = 'MOD - Record PCA Receipt and Create Invoice(s)'
+
+    sale_order_id = fields.Many2one('sale.order', required=True, readonly=True)
+    currency_id = fields.Many2one('res.currency', related='sale_order_id.currency_id')
+    order_total = fields.Monetary(
+        related='sale_order_id.amount_untaxed', string='Order Subtotal', readonly=True)
+
+    # PCA Document
+    pca_document = fields.Binary(string='PCA Document', required=True)
+    pca_filename = fields.Char(string='PCA Filename')
+
+    # Case details (pre-filled from order, editable)
+    hvmp_reference = fields.Char(string='HVMP Reference #')
+    case_worker_id = fields.Many2one(
+        'res.partner', string='Case Worker',
+        help='March of Dimes case worker assigned to this case',
+    )
+
+    # Approval details
+    approval_type = fields.Selection([
+        ('full', 'Full Approval'),
+        ('partial', 'Partial Approval'),
+    ], string='Approval Type', required=True, default='full')
+
+    approved_amount = fields.Monetary(
+        string='MOD Approved Amount',
+        currency_field='currency_id',
+        help='Total amount approved by March of Dimes (before taxes)',
+    )
+
+    # Preview lines (computed when partial)
+    preview_line_ids = fields.One2many(
+        'fusion_claims.mod.funding.approved.wizard.line', 'wizard_id',
+        string='Line Split Preview',
+    )
+
+    @api.model
+    def default_get(self, fields_list):
+        res = super().default_get(fields_list)
+        if self.env.context.get('active_id'):
+            order = self.env['sale.order'].browse(self.env.context['active_id'])
+            res['sale_order_id'] = order.id
+            if order.x_fc_case_reference:
+                res['hvmp_reference'] = order.x_fc_case_reference
+            if order.x_fc_case_worker:
+                res['case_worker_id'] = order.x_fc_case_worker.id
+            if order.x_fc_mod_pca_document:
+                res['pca_document'] = order.x_fc_mod_pca_document
+                res['pca_filename'] = order.x_fc_mod_pca_filename
+            if order.x_fc_mod_approved_amount:
+                res['approved_amount'] = order.x_fc_mod_approved_amount
+                res['approval_type'] = order.x_fc_mod_approval_type or 'full'
+            else:
+                res['approved_amount'] = order.amount_untaxed
+        return res
+
+    @api.onchange('approval_type', 'approved_amount')
+    def _onchange_compute_preview(self):
+        """Compute the proportional split preview when partial approval."""
+        order = self.sale_order_id
+        if not order:
+            return
+
+        lines = []
+        product_lines = order.order_line.filtered(
+            lambda l: not l.display_type and l.product_uom_qty > 0 and l.product_id)
+
+        if self.approval_type == 'partial' and self.approved_amount and self.approved_amount > 0:
+            subtotal = order.amount_untaxed
+            if subtotal <= 0:
+                return
+            for line in product_lines:
+                ratio = line.price_subtotal / subtotal if subtotal else 0
+                mod_amount = round(self.approved_amount * ratio, 2)
+                client_amount = round(line.price_subtotal - mod_amount, 2)
+                lines.append((0, 0, {
+                    'product_name': line.product_id.display_name,
+                    'quantity': line.product_uom_qty,
+                    'line_total': line.price_subtotal,
+                    'mod_amount': mod_amount,
+                    'client_amount': client_amount,
+                }))
+        elif self.approval_type == 'full':
+            for line in product_lines:
+                lines.append((0, 0, {
+                    'product_name': line.product_id.display_name,
+                    'quantity': line.product_uom_qty,
+                    'line_total': line.price_subtotal,
+                    'mod_amount': line.price_subtotal,
+                    'client_amount': 0,
+                }))
+
+        self.preview_line_ids = [(5, 0, 0)] + lines
+
+    def action_confirm(self):
+        """Record PCA, set approval amounts, and create invoice(s)."""
+        self.ensure_one()
+        order = self.sale_order_id
+
+        if not self.pca_document:
+            raise UserError(_("Please attach the PCA document."))
+
+        if self.approval_type == 'partial':
+            if not self.approved_amount or self.approved_amount <= 0:
+                raise UserError(_("Please enter the approved amount for partial approval."))
+            if self.approved_amount >= order.amount_untaxed:
+                raise UserError(_(
+                    "Approved amount is equal to or greater than the order subtotal. "
+                    "Use 'Full Approval' instead."))
+
+        client_name = order.partner_id.name or 'Client'
+
+        # Update sale order
+        vals = {
+            'x_fc_mod_status': 'contract_received',
+            'x_fc_mod_pca_received_date': fields.Date.today(),
+            'x_fc_mod_pca_document': self.pca_document,
+            'x_fc_mod_pca_filename': self.pca_filename or f'PCA - {client_name}.pdf',
+            'x_fc_mod_approval_type': self.approval_type,
+        }
+        if self.approval_type == 'partial':
+            vals['x_fc_mod_approved_amount'] = self.approved_amount
+            vals['x_fc_mod_payment_commitment'] = self.approved_amount
+        else:
+            vals['x_fc_mod_approved_amount'] = order.amount_untaxed
+            vals['x_fc_mod_payment_commitment'] = order.amount_total
+        if self.case_worker_id:
+            vals['x_fc_case_worker'] = self.case_worker_id.id
+        if self.hvmp_reference:
+            vals['x_fc_case_reference'] = self.hvmp_reference
+        order.write(vals)
+
+        # Create invoices
+        mod_partner = order._get_mod_partner()
+        client = order.partner_id
+
+        if self.approval_type == 'full':
+            mod_invoice = self._create_full_invoice(order, mod_partner)
+            self._log_pca_and_invoices(order, mod_invoice)
+            return self._open_invoice(mod_invoice)
+        else:
+            mod_invoice = self._create_split_mod_invoice(order, mod_partner)
+            client_invoice = self._create_split_client_invoice(order, client)
+            self._log_pca_and_invoices(order, mod_invoice, client_invoice)
+            return self._open_invoice(mod_invoice)
+
+    # ------------------------------------------------------------------
+    # Invoice creation helpers
+    # ------------------------------------------------------------------
+
+    def _create_full_invoice(self, order, mod_partner):
+        """Create a single MOD invoice for the full order amount."""
+        line_vals = []
+        for line in order.order_line:
+            if line.display_type in ('line_section', 'line_note'):
+                line_vals.append(Command.create({
+                    'display_type': line.display_type,
+                    'name': line.name,
+                    'sequence': line.sequence,
+                }))
+            elif not line.display_type and line.product_uom_qty > 0:
+                inv_line = line._prepare_invoice_line()
+                inv_line['quantity'] = line.product_uom_qty
+                inv_line['sequence'] = line.sequence
+                line_vals.append(Command.create(inv_line))
+
+        return order._create_mod_invoice(
+            partner_id=mod_partner.id,
+            invoice_lines=line_vals,
+            portion_type='full',
+            label=' (March of Dimes - Full)',
+        )
+
+    def _create_split_mod_invoice(self, order, mod_partner):
+        """Create MOD invoice with proportionally reduced amounts."""
+        subtotal = order.amount_untaxed
+        approved = self.approved_amount
+        line_vals = []
+
+        for line in order.order_line:
+            if line.display_type in ('line_section', 'line_note'):
+                line_vals.append(Command.create({
+                    'display_type': line.display_type,
+                    'name': line.name,
+                    'sequence': line.sequence,
+                }))
+            elif not line.display_type and line.product_uom_qty > 0:
+                ratio = line.price_subtotal / subtotal if subtotal else 0
+                mod_line_amount = round(approved * ratio, 2)
+                mod_price_unit = round(
+                    mod_line_amount / line.product_uom_qty, 2
+                ) if line.product_uom_qty else 0
+
+                inv_line = line._prepare_invoice_line()
+                inv_line['quantity'] = line.product_uom_qty
+                inv_line['price_unit'] = mod_price_unit
+                inv_line['sequence'] = line.sequence
+                line_vals.append(Command.create(inv_line))
+
+        return order._create_mod_invoice(
+            partner_id=mod_partner.id,
+            invoice_lines=line_vals,
+            portion_type='adp',
+            label=' (March of Dimes Portion)',
+        )
+
+    def _create_split_client_invoice(self, order, client):
+        """Create Client invoice with the difference amounts."""
+        subtotal = order.amount_untaxed
+        approved = self.approved_amount
+        line_vals = []
+
+        for line in order.order_line:
+            if line.display_type in ('line_section', 'line_note'):
+                line_vals.append(Command.create({
+                    'display_type': line.display_type,
+                    'name': line.name,
+                    'sequence': line.sequence,
+                }))
+            elif not line.display_type and line.product_uom_qty > 0:
+                ratio = line.price_subtotal / subtotal if subtotal else 0
+                mod_line_amount = round(approved * ratio, 2)
+                client_line_amount = round(line.price_subtotal - mod_line_amount, 2)
+                client_price_unit = round(
+                    client_line_amount / line.product_uom_qty, 2
+                ) if line.product_uom_qty else 0
+
+                inv_line = line._prepare_invoice_line()
+                inv_line['quantity'] = line.product_uom_qty
+                inv_line['price_unit'] = client_price_unit
+                inv_line['sequence'] = line.sequence
+
+                if client_line_amount <= 0:
+                    inv_line['price_unit'] = 0
+                    inv_line['name'] = f'{line.name}\n[Covered by March of Dimes]'
+
+                line_vals.append(Command.create(inv_line))
+
+        return order._create_mod_invoice(
+            partner_id=client.id,
+            invoice_lines=line_vals,
+            portion_type='client',
+            label=' (Client Portion)',
+        )
+
+    # ------------------------------------------------------------------
+    # Logging and navigation
+    # ------------------------------------------------------------------
+
+    def _log_pca_and_invoices(self, order, mod_invoice, client_invoice=None):
+        """Log PCA receipt and invoice creation to chatter."""
+        parts = [f'<strong>PCA Received and Invoice(s) Created</strong>']
+        parts.append(f'Date: {fields.Date.today().strftime("%B %d, %Y")}')
+        if self.hvmp_reference:
+            parts.append(f'HVMP Reference: {self.hvmp_reference}')
+        if self.case_worker_id:
+            parts.append(f'Case Worker: {self.case_worker_id.name}')
+
+        type_label = 'Full Approval' if self.approval_type == 'full' else 'Partial Approval'
+        parts.append(f'Approval Type: {type_label}')
+
+        if self.approval_type == 'partial':
+            parts.append(f'MOD Approved: ${self.approved_amount:,.2f}')
+            parts.append(
+                f'Client Portion: ${order.amount_untaxed - self.approved_amount:,.2f}')
+
+        inv_links = [
+            f'MOD Invoice: <a href="/web#id={mod_invoice.id}'
+            f'&amp;model=account.move&amp;view_type=form">'
+            f'{mod_invoice.name or "Draft"}</a>'
+        ]
+        if client_invoice:
+            inv_links.append(
+                f'Client Invoice: <a href="/web#id={client_invoice.id}'
+                f'&amp;model=account.move&amp;view_type=form">'
+                f'{client_invoice.name or "Draft"}</a>'
+            )
+        parts.extend(inv_links)
+
+        order.message_post(
+            body=Markup('<div class="alert alert-success">' + '<br/>'.join(parts) + '</div>'),
+            message_type='notification', subtype_xmlid='mail.mt_note',
+        )
+
+    def _open_invoice(self, invoice):
+        return {
+            'type': 'ir.actions.act_window',
+            'name': 'Invoice',
+            'res_model': 'account.move',
+            'view_mode': 'form',
+            'res_id': invoice.id,
+        }

fusion_claims/wizard/mod_pca_received_wizard_views.xml

@@ -0,0 +1,69 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<odoo>
+    <record id="view_mod_pca_received_wizard_form" model="ir.ui.view">
+        <field name="name">fusion_claims.mod.pca.received.wizard.form</field>
+        <field name="model">fusion_claims.mod.pca.received.wizard</field>
+        <field name="arch" type="xml">
+            <form string="PCA Received">
+                <field name="sale_order_id" invisible="1"/>
+                <field name="currency_id" invisible="1"/>
+
+                <div class="alert alert-success mb-3">
+                    <i class="fa fa-file-text"/>
+                    Upload the PCA document, confirm approval amounts, and create invoice(s).
+                </div>
+
+                <!-- PCA Document + Case Details -->
+                <group>
+                    <group string="PCA Document">
+                        <field name="pca_document" filename="pca_filename" required="1"/>
+                        <field name="pca_filename" invisible="1"/>
+                    </group>
+                    <group string="Case Details">
+                        <field name="case_worker_id"
+                               options="{'no_create': False, 'no_quick_create': False}"
+                               placeholder="Select or create case worker..."/>
+                        <field name="hvmp_reference"
+                               placeholder="e.g. HVW38845"/>
+                    </group>
+                </group>
+
+                <!-- Approval Details -->
+                <group>
+                    <group string="Approval">
+                        <field name="approval_type" widget="radio"/>
+                        <field name="approved_amount" string="Approved Amount"
+                               invisible="approval_type != 'partial'"
+                               required="approval_type == 'partial'"/>
+                        <field name="order_total" string="Order Subtotal" readonly="1"/>
+                    </group>
+                </group>
+
+                <!-- Split Preview Table (partial only) -->
+                <group invisible="approval_type != 'partial' or not approved_amount">
+                    <separator string="Split Preview"/>
+                </group>
+                <field name="preview_line_ids"
+                       invisible="approval_type != 'partial' or not approved_amount"
+                       readonly="1" nolabel="1">
+                    <list editable="bottom" create="0" delete="0">
+                        <field name="product_name" string="Product"/>
+                        <field name="quantity" string="Qty"/>
+                        <field name="line_total" string="Line Total" widget="monetary"/>
+                        <field name="mod_amount" string="MOD Pays" widget="monetary"
+                               decoration-success="mod_amount > 0"/>
+                        <field name="client_amount" string="Client Pays" widget="monetary"
+                               decoration-danger="client_amount > 0"/>
+                    </list>
+                </field>
+
+                <footer>
+                    <button name="action_confirm" type="object"
+                            string="Confirm PCA and Create Invoice(s)"
+                            class="btn-success" icon="fa-check"/>
+                    <button string="Cancel" class="btn-secondary" special="cancel"/>
+                </footer>
+            </form>
+        </field>
+    </record>
+</odoo>

fusion_claims/wizard/odsp_discretionary_wizard.py

@@ -0,0 +1,395 @@
+# -*- coding: utf-8 -*-
+# Copyright 2024-2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+from odoo import models, fields, api, _
+from odoo.exceptions import UserError
+import base64
+import io
+import os
+import logging
+
+_logger = logging.getLogger(__name__)
+
+try:
+    import pdfrw
+except ImportError:
+    pdfrw = None
+    _logger.warning("pdfrw not installed. Discretionary Benefits PDF filling will not work.")
+
+
+class DiscretionaryBenefitWizard(models.TransientModel):
+    _name = 'fusion_claims.discretionary.benefit.wizard'
+    _description = 'ODSP Discretionary Benefits Form Wizard'
+
+    sale_order_id = fields.Many2one('sale.order', required=True, readonly=True)
+
+    # --- Auto-populated from partner ---
+    client_name = fields.Char(string='Client Name', readonly=True)
+    address = fields.Char(string='Address', readonly=True)
+    city = fields.Char(string='City', readonly=True)
+    province = fields.Char(string='Province', default='ON')
+    postal_code = fields.Char(string='Postal Code', readonly=True)
+    phone_number = fields.Char(string='Phone', readonly=True)
+    alt_phone = fields.Char(string='Alternate Phone', readonly=True)
+    email = fields.Char(string='Email', readonly=True)
+    member_id = fields.Char(string='ODSP Member ID', readonly=True)
+    form_date = fields.Date(string='Date', default=fields.Date.today)
+
+    odsp_office_id = fields.Many2one(
+        'res.partner',
+        string='ODSP Office',
+        domain="[('x_fc_contact_type', '=', 'odsp_office')]",
+        help='Override the ODSP office for this submission',
+    )
+
+    # --- User-editable ---
+    item_type = fields.Selection([
+        ('medical_equipment', 'Medical Equipment'),
+        ('vision_care', 'Vision Care'),
+        ('dentures', 'Dentures'),
+        ('other', 'Other'),
+    ], string='Item Type', default='medical_equipment', required=True)
+
+    other_description = fields.Text(
+        string='Description / Request Details',
+        help='Details about the request (visible for all types, required for Other)',
+    )
+
+    email_body_notes = fields.Text(
+        string='Email Body Notes',
+        help='Urgency or priority notes that appear at the top of the email body, '
+             'right below the title. Use this for time-sensitive requests.',
+    )
+
+    @api.model
+    def default_get(self, fields_list):
+        """Pre-populate from sale order and partner."""
+        res = super().default_get(fields_list)
+        order_id = self.env.context.get('active_id')
+        if not order_id:
+            return res
+
+        order = self.env['sale.order'].browse(order_id)
+        partner = order.partner_id
+        res['sale_order_id'] = order.id
+
+        if partner:
+            res['client_name'] = partner.name or ''
+            res['address'] = partner.street or ''
+            res['city'] = partner.city or ''
+            res['province'] = partner.state_id.code if partner.state_id else 'ON'
+            res['postal_code'] = partner.zip or ''
+            res['phone_number'] = partner.phone or ''
+            res['alt_phone'] = ''
+            res['email'] = partner.email or ''
+
+        res['member_id'] = order.x_fc_odsp_member_id or (partner and partner.x_fc_odsp_member_id) or ''
+
+        if order.x_fc_odsp_office_id:
+            res['odsp_office_id'] = order.x_fc_odsp_office_id.id
+
+        return res
+
+    def _get_template_path(self):
+        """Get the path to the Discretionary Benefits form template PDF."""
+        module_path = os.path.dirname(os.path.dirname(os.path.abspath(__file__)))
+        return os.path.join(module_path, 'static', 'src', 'pdf', 'discretionary_benefits_form_template.pdf')
+
+    def _build_field_mapping(self):
+        """Build a dictionary mapping PDF field names to values."""
+        self.ensure_one()
+        mapping = {}
+
+        mapping['txt_First[0]'] = self.client_name or ''
+        # txt_CITY[1] is physically the Member ID field (despite the name)
+        mapping['txt_CITY[1]'] = self.member_id or ''
+        mapping['txt_add[0]'] = self.address or ''
+        mapping['txt_CITY[0]'] = self.city or ''
+        mapping['txt_prov[0]'] = self.province or 'ON'
+        mapping['txt_postalcodes[0]'] = self.postal_code or ''
+        # txt_email[0] is physically the Phone field (despite the name)
+        mapping['txt_email[0]'] = self.phone_number or ''
+        mapping['txt_bphone[0]'] = self.alt_phone or ''
+        # txt_emp_phone[0] is physically the Email field (despite the name)
+        mapping['txt_emp_phone[0]'] = self.email or ''
+        # txt_clientnumber[0] is physically the Date field (despite the name)
+        date_str = ''
+        if self.form_date:
+            date_str = self.form_date.strftime('%b %d, %Y')
+        mapping['txt_clientnumber[0]'] = date_str
+
+        # Item type checkboxes (mapped by physical position on the form)
+        mapping['CheckBox15[0]'] = self.item_type == 'medical_equipment'
+        mapping['CheckBox11[0]'] = self.item_type == 'dentures'
+        mapping['CheckBox11[1]'] = self.item_type == 'vision_care'
+        mapping['CheckBox13[0]'] = self.item_type == 'other'
+
+        # Description / request details
+        mapping['TextField1[0]'] = self.other_description or ''
+
+        return mapping
+
+    def _fill_pdf(self):
+        """Fill the Discretionary Benefits PDF using PyPDF2.
+        This PDF is AES-encrypted, so we use PyPDF2 which handles
+        decryption and form filling natively (pdfrw cannot).
+        """
+        self.ensure_one()
+        from PyPDF2 import PdfReader, PdfWriter
+        from PyPDF2.generic import NameObject, BooleanObject
+
+        template_path = self._get_template_path()
+        if not os.path.exists(template_path):
+            raise UserError(_("Discretionary Benefits form template not found at %s") % template_path)
+
+        mapping = self._build_field_mapping()
+
+        reader = PdfReader(template_path)
+        if reader.is_encrypted:
+            reader.decrypt('')
+
+        writer = PdfWriter()
+        for page in reader.pages:
+            writer.add_page(page)
+
+        # Preserve AcroForm from original
+        if '/AcroForm' in reader.trailer['/Root']:
+            writer._root_object[NameObject('/AcroForm')] = reader.trailer['/Root']['/AcroForm']
+            writer._root_object['/AcroForm'][NameObject('/NeedAppearances')] = BooleanObject(True)
+
+        # Split text fields and checkbox fields
+        text_fields = {}
+        checkbox_fields = {}
+        for key, value in mapping.items():
+            if isinstance(value, bool):
+                checkbox_fields[key] = value
+            else:
+                text_fields[key] = str(value)
+
+        # Fill text fields via PyPDF2 bulk method
+        writer.update_page_form_field_values(writer.pages[0], text_fields)
+
+        # Fill checkboxes by directly updating each annotation
+        page = writer.pages[0]
+        for annot_ref in page['/Annots']:
+            annot = annot_ref.get_object()
+            if annot.get('/FT') != '/Btn':
+                continue
+            field_name = str(annot.get('/T', ''))
+            if field_name not in checkbox_fields:
+                continue
+            if checkbox_fields[field_name]:
+                annot[NameObject('/V')] = NameObject('/1')
+                annot[NameObject('/AS')] = NameObject('/1')
+            else:
+                annot[NameObject('/V')] = NameObject('/Off')
+                annot[NameObject('/AS')] = NameObject('/Off')
+
+        output = io.BytesIO()
+        writer.write(output)
+        return output.getvalue()
+
+    def _sync_odsp_office(self):
+        """Sync ODSP office back to sale order if changed in wizard."""
+        if self.odsp_office_id and self.odsp_office_id != self.sale_order_id.x_fc_odsp_office_id:
+            self.sale_order_id.x_fc_odsp_office_id = self.odsp_office_id
+
+    def _generate_and_attach(self):
+        """Generate filled PDF and quotation, attach both to sale order.
+        Returns (disc_attachment, quote_attachment) ir.attachment records.
+        """
+        order = self.sale_order_id
+
+        pdf_data = self._fill_pdf()
+        disc_filename = f'Discretionary_Benefits_{order.name}.pdf'
+        encoded_pdf = base64.b64encode(pdf_data)
+        disc_attachment = self.env['ir.attachment'].create({
+            'name': disc_filename,
+            'type': 'binary',
+            'datas': encoded_pdf,
+            'res_model': 'sale.order',
+            'res_id': order.id,
+            'mimetype': 'application/pdf',
+        })
+
+        if order.x_fc_odsp_division == 'ontario_works':
+            order.write({
+                'x_fc_ow_discretionary_form': encoded_pdf,
+                'x_fc_ow_discretionary_form_filename': disc_filename,
+            })
+
+        report = self.env.ref('sale.action_report_saleorder')
+        quote_pdf, _ct = report._render_qweb_pdf(report.id, [order.id])
+        quote_filename = f'{order.name}.pdf'
+        quote_attachment = self.env['ir.attachment'].create({
+            'name': quote_filename,
+            'type': 'binary',
+            'datas': base64.b64encode(quote_pdf),
+            'res_model': 'sale.order',
+            'res_id': order.id,
+            'mimetype': 'application/pdf',
+        })
+
+        return disc_attachment, quote_attachment
+
+    def action_fill_and_attach(self):
+        """Fill the Discretionary Benefits PDF and attach to sale order via chatter."""
+        self.ensure_one()
+        self._sync_odsp_office()
+        order = self.sale_order_id
+
+        disc_att, quote_att = self._generate_and_attach()
+
+        if order._get_odsp_status() == 'quotation':
+            order._odsp_advance_status('documents_ready',
+                "Documents ready after Discretionary Benefits form attached.")
+
+        order.message_post(
+            body=_("Discretionary Benefits form filled and attached."),
+            message_type='comment',
+            attachment_ids=[disc_att.id, quote_att.id],
+        )
+
+        return {'type': 'ir.actions.act_window_close'}
+
+    def _advance_status_on_submit(self, order):
+        """Advance status when form is submitted (sent via email/fax)."""
+        current = order._get_odsp_status()
+        if order.x_fc_odsp_division == 'ontario_works' and current in ('quotation', 'documents_ready'):
+            order._odsp_advance_status('submitted_to_ow',
+                "Discretionary Benefits form submitted to Ontario Works.")
+        elif current == 'quotation':
+            order._odsp_advance_status('documents_ready',
+                "Documents ready after Discretionary Benefits form attached.")
+
+    def action_send_fax(self):
+        """Fill form, generate quotation, and open the fax wizard with both attached.
+        Chatter posting is handled by the fax module when the fax is actually sent.
+        """
+        self.ensure_one()
+        self._sync_odsp_office()
+        order = self.sale_order_id
+        office = self.odsp_office_id or order.x_fc_odsp_office_id
+
+        disc_att, quote_att = self._generate_and_attach()
+
+        self._advance_status_on_submit(order)
+
+        ctx = {
+            'default_sale_order_id': order.id,
+            'default_partner_id': office.id if office else False,
+            'default_generate_pdf': False,
+            'forward_attachment_ids': [disc_att.id, quote_att.id],
+        }
+        if office and hasattr(office, 'x_ff_fax_number') and office.x_ff_fax_number:
+            ctx['default_fax_number'] = office.x_ff_fax_number
+
+        return {
+            'type': 'ir.actions.act_window',
+            'name': _('Send Fax - Discretionary Benefits'),
+            'res_model': 'fusion_faxes.send.fax.wizard',
+            'view_mode': 'form',
+            'target': 'new',
+            'context': ctx,
+        }
+
+    def action_send_email(self):
+        """Fill form, generate quotation, and email both to ODSP office."""
+        self.ensure_one()
+        self._sync_odsp_office()
+        order = self.sale_order_id
+        office = self.odsp_office_id or order.x_fc_odsp_office_id
+
+        if not office or not office.email:
+            raise UserError(_(
+                "No ODSP Office with an email address is set. "
+                "Please select an ODSP Office before sending."
+            ))
+
+        disc_att, quote_att = self._generate_and_attach()
+
+        order._send_odsp_submission_email(
+            attachment_ids=[disc_att.id, quote_att.id],
+            email_body_notes=self.email_body_notes,
+        )
+
+        self._advance_status_on_submit(order)
+
+        order.message_post(
+            body=_("Discretionary Benefits form and quotation emailed to %s.") % office.name,
+            message_type='comment',
+            attachment_ids=[disc_att.id, quote_att.id],
+        )
+
+        return {
+            'type': 'ir.actions.client',
+            'tag': 'display_notification',
+            'params': {
+                'title': _('Email Sent'),
+                'message': _('Discretionary Benefits form emailed to %s.') % office.email,
+                'type': 'success',
+                'sticky': False,
+                'next': {'type': 'ir.actions.act_window_close'},
+            },
+        }
+
+    def action_send_fax_and_email(self):
+        """Fill form, generate quotation, send email, then open fax wizard.
+        Email is sent first with a notification, then fax wizard opens.
+        """
+        self.ensure_one()
+        self._sync_odsp_office()
+        order = self.sale_order_id
+        office = self.odsp_office_id or order.x_fc_odsp_office_id
+
+        if not office or not office.email:
+            raise UserError(_(
+                "No ODSP Office with an email address is set. "
+                "Please select an ODSP Office before sending."
+            ))
+
+        disc_att, quote_att = self._generate_and_attach()
+
+        order._send_odsp_submission_email(
+            attachment_ids=[disc_att.id, quote_att.id],
+            email_body_notes=self.email_body_notes,
+        )
+
+        self._advance_status_on_submit(order)
+
+        order.message_post(
+            body=_("Discretionary Benefits form and quotation emailed to %s.") % office.name,
+            message_type='comment',
+            attachment_ids=[disc_att.id, quote_att.id],
+        )
+
+        ctx = {
+            'default_sale_order_id': order.id,
+            'default_partner_id': office.id,
+            'default_generate_pdf': False,
+            'forward_attachment_ids': [disc_att.id, quote_att.id],
+        }
+        if hasattr(office, 'x_ff_fax_number') and office.x_ff_fax_number:
+            ctx['default_fax_number'] = office.x_ff_fax_number
+
+        fax_action = {
+            'type': 'ir.actions.act_window',
+            'name': _('Send Fax - Discretionary Benefits'),
+            'res_model': 'fusion_faxes.send.fax.wizard',
+            'view_mode': 'form',
+            'target': 'new',
+            'context': ctx,
+        }
+
+        return {
+            'type': 'ir.actions.client',
+            'tag': 'display_notification',
+            'params': {
+                'title': _('Email Sent'),
+                'message': _('Email sent to %s. Now proceeding to fax...') % office.email,
+                'type': 'success',
+                'sticky': False,
+                'next': fax_action,
+            },
+        }

fusion_claims/wizard/odsp_discretionary_wizard_views.xml

@@ -0,0 +1,67 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<!--
+    Copyright 2024-2026 Nexa Systems Inc.
+    License OPL-1 (Odoo Proprietary License v1.0)
+-->
+<odoo>
+    <record id="view_discretionary_benefit_wizard_form" model="ir.ui.view">
+        <field name="name">fusion_claims.discretionary.benefit.wizard.form</field>
+        <field name="model">fusion_claims.discretionary.benefit.wizard</field>
+        <field name="arch" type="xml">
+            <form string="Discretionary Benefits Form">
+                <sheet>
+                    <group string="Client Information">
+                        <group>
+                            <field name="sale_order_id" invisible="1"/>
+                            <field name="client_name"/>
+                            <field name="address"/>
+                            <field name="city"/>
+                            <field name="province"/>
+                            <field name="postal_code"/>
+                        </group>
+                        <group>
+                            <field name="phone_number"/>
+                            <field name="alt_phone"/>
+                            <field name="email"/>
+                            <field name="member_id"/>
+                            <field name="form_date"/>
+                        </group>
+                    </group>
+                    <group string="Submission Details">
+                        <group>
+                            <field name="item_type"/>
+                        </group>
+                        <group>
+                            <field name="odsp_office_id"/>
+                        </group>
+                    </group>
+                    <group>
+                        <field name="other_description" placeholder="Description of the request..."/>
+                    </group>
+                    <group>
+                        <field name="email_body_notes" placeholder="e.g. URGENT: Client needs equipment by March 1st..."
+                               help="These notes appear at the top of the email body, below the title. Use for urgency or priority information."/>
+                    </group>
+                </sheet>
+                <footer>
+                    <button name="action_fill_and_attach" type="object"
+                            string="Fill &amp; Attach Form" class="btn-primary"/>
+                    <button name="action_send_fax" type="object"
+                            string="Send Fax" class="btn-primary"/>
+                    <button name="action_send_email" type="object"
+                            string="Send Email" class="btn-primary"/>
+                    <button name="action_send_fax_and_email" type="object"
+                            string="Send Fax &amp; Email" class="btn-primary"/>
+                    <button string="Cancel" class="btn-secondary" special="cancel"/>
+                </footer>
+            </form>
+        </field>
+    </record>
+
+    <record id="action_discretionary_benefit_wizard" model="ir.actions.act_window">
+        <field name="name">Discretionary Benefits Form</field>
+        <field name="res_model">fusion_claims.discretionary.benefit.wizard</field>
+        <field name="view_mode">form</field>
+        <field name="target">new</field>
+    </record>
+</odoo>

fusion_claims/wizard/odsp_pre_approved_wizard.py

@@ -0,0 +1,70 @@
+# -*- coding: utf-8 -*-
+import base64
+import logging
+
+from odoo import models, fields, api
+from odoo.exceptions import UserError
+
+_logger = logging.getLogger(__name__)
+
+
+class OdspPreApprovedWizard(models.TransientModel):
+    _name = 'fusion_claims.odsp.pre.approved.wizard'
+    _description = 'ODSP Pre-Approved - Upload Approval Form'
+
+    sale_order_id = fields.Many2one(
+        'sale.order', string='Sale Order', readonly=True, required=True,
+    )
+    approval_form = fields.Binary(
+        string='ODSP Approval Form (PDF)',
+        required=True,
+        help='Upload the PDF received from ODSP containing the approval letter and SA Mobility form.',
+    )
+    approval_form_filename = fields.Char(string='Filename')
+
+    @api.model
+    def default_get(self, fields_list):
+        res = super().default_get(fields_list)
+        active_id = self.env.context.get('active_id')
+        if active_id:
+            res['sale_order_id'] = active_id
+        return res
+
+    def action_confirm(self):
+        self.ensure_one()
+        if not self.approval_form:
+            raise UserError("Please upload the ODSP approval form PDF.")
+
+        order = self.sale_order_id
+        filename = self.approval_form_filename or f'ODSP_Approval_{order.name}.pdf'
+
+        if order.x_fc_odsp_division == 'sa_mobility':
+            order.write({
+                'x_fc_sa_approval_form': self.approval_form,
+                'x_fc_sa_approval_form_filename': filename,
+            })
+        elif order.x_fc_odsp_division == 'standard':
+            order.write({
+                'x_fc_odsp_approval_document': self.approval_form,
+                'x_fc_odsp_approval_document_filename': filename,
+            })
+
+        att = self.env['ir.attachment'].create({
+            'name': filename,
+            'type': 'binary',
+            'datas': self.approval_form,
+            'res_model': 'sale.order',
+            'res_id': order.id,
+            'mimetype': 'application/pdf',
+        })
+
+        from markupsafe import Markup
+        order.message_post(
+            body=Markup("ODSP approval document uploaded: <strong>%s</strong>") % filename,
+            message_type='comment',
+            attachment_ids=[att.id],
+        )
+
+        order._odsp_advance_status('pre_approved', "ODSP pre-approval received.")
+
+        return {'type': 'ir.actions.act_window_close'}

fusion_claims/wizard/odsp_pre_approved_wizard_views.xml

@@ -0,0 +1,23 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <record id="view_odsp_pre_approved_wizard_form" model="ir.ui.view">
+        <field name="name">fusion_claims.odsp.pre.approved.wizard.form</field>
+        <field name="model">fusion_claims.odsp.pre.approved.wizard</field>
+        <field name="arch" type="xml">
+            <form string="Upload ODSP Approval Form">
+                <group>
+                    <field name="sale_order_id" invisible="1"/>
+                    <field name="approval_form" filename="approval_form_filename"
+                           help="Upload the PDF received from ODSP (may include approval letter + SA Mobility form)"/>
+                    <field name="approval_form_filename" invisible="1"/>
+                </group>
+                <footer>
+                    <button name="action_confirm" type="object"
+                            string="Confirm &amp; Upload" class="btn-primary"
+                            icon="fa-upload"/>
+                    <button string="Cancel" class="btn-secondary" special="cancel"/>
+                </footer>
+            </form>
+        </field>
+    </record>
+</odoo>

fusion_claims/wizard/odsp_ready_delivery_wizard.py

@@ -0,0 +1,258 @@
+# -*- coding: utf-8 -*-
+import base64
+import logging
+from io import BytesIO
+
+from odoo import models, fields, api
+from odoo.exceptions import UserError
+
+_logger = logging.getLogger(__name__)
+
+
+class OdspReadyDeliveryWizard(models.TransientModel):
+    _name = 'fusion_claims.odsp.ready.delivery.wizard'
+    _description = 'Ready for Delivery - Signature Position Setup'
+
+    sale_order_id = fields.Many2one(
+        'sale.order', string='Sale Order', readonly=True, required=True,
+    )
+    approval_form = fields.Binary(
+        string='Approval Form', readonly=True,
+    )
+    approval_form_filename = fields.Char(string='Approval Form Filename')
+    signature_page = fields.Integer(
+        string='Signature Page', required=True, default=2,
+        help='Page number containing the signature area (1-indexed)',
+    )
+    total_pages = fields.Integer(
+        string='Total Pages', readonly=True, compute='_compute_total_pages',
+    )
+    signature_offset_x = fields.Integer(
+        string='X Offset (pts)', default=0,
+        help='Per-case horizontal fine-tune in points (positive = right)',
+    )
+    signature_offset_y = fields.Integer(
+        string='Y Offset (pts)', default=0,
+        help='Per-case vertical fine-tune in points (positive = up)',
+    )
+    preview_image = fields.Binary(
+        string='Preview', readonly=True,
+        compute='_compute_preview_image',
+    )
+
+    @api.model
+    def default_get(self, fields_list):
+        res = super().default_get(fields_list)
+        active_id = self.env.context.get('active_id')
+        if not active_id:
+            return res
+
+        order = self.env['sale.order'].browse(active_id)
+        res['sale_order_id'] = order.id
+        res['approval_form'] = order.x_fc_sa_approval_form
+        res['approval_form_filename'] = order.x_fc_sa_approval_form_filename
+
+        tpl = self.env['fusion.sa.signature.template'].search([
+            ('active', '=', True),
+        ], limit=1)
+        default_page = tpl.sa_default_sig_page if tpl else 2
+
+        res['signature_page'] = order.x_fc_sa_signature_page or default_page
+        res['signature_offset_x'] = order.x_fc_sa_signature_offset_x or 0
+        res['signature_offset_y'] = order.x_fc_sa_signature_offset_y or 0
+        return res
+
+    @api.depends('approval_form')
+    def _compute_total_pages(self):
+        for wiz in self:
+            if wiz.approval_form:
+                try:
+                    from odoo.tools.pdf import PdfFileReader
+                    pdf_bytes = base64.b64decode(wiz.approval_form)
+                    reader = PdfFileReader(BytesIO(pdf_bytes))
+                    wiz.total_pages = reader.getNumPages()
+                except Exception:
+                    wiz.total_pages = 0
+            else:
+                wiz.total_pages = 0
+
+    @api.depends('approval_form', 'signature_page',
+                 'signature_offset_x', 'signature_offset_y')
+    def _compute_preview_image(self):
+        for wiz in self:
+            if not wiz.approval_form or not wiz.signature_page:
+                wiz.preview_image = False
+                continue
+            try:
+                wiz.preview_image = wiz._render_preview()
+            except Exception as e:
+                _logger.warning("Preview render failed: %s", e)
+                wiz.preview_image = False
+
+    def _get_template_coords(self, page_h=792):
+        """Load coordinates from SA Signature Template with per-case offsets."""
+        tpl = self.env['fusion.sa.signature.template'].search([
+            ('active', '=', True),
+        ], limit=1)
+
+        if tpl:
+            coords = tpl.get_sa_coordinates(page_h)
+        else:
+            coords = {
+                'name_x': 105,  'name_y': page_h - 97,
+                'date_x': 430,  'date_y': page_h - 97,
+                'sig_x': 72,    'sig_y': page_h - 72 - 25,
+                'sig_w': 190,   'sig_h': 25,
+            }
+
+        ox = self.signature_offset_x or 0
+        oy = self.signature_offset_y or 0
+
+        if ox or oy:
+            for k in ('name_x', 'date_x', 'sig_x'):
+                if k in coords:
+                    coords[k] += ox
+            for k in ('name_y', 'date_y', 'sig_y'):
+                if k in coords:
+                    coords[k] += oy
+
+        return coords
+
+    def _render_preview(self):
+        """Render the selected page as a PNG with a red rectangle showing signature placement."""
+        from odoo.tools.pdf import PdfFileReader
+
+        pdf_bytes = base64.b64decode(self.approval_form)
+        reader = PdfFileReader(BytesIO(pdf_bytes))
+        num_pages = reader.getNumPages()
+        page_idx = (self.signature_page or 2) - 1
+
+        if page_idx < 0 or page_idx >= num_pages:
+            return False
+
+        try:
+            from pdf2image import convert_from_bytes
+        except ImportError:
+            _logger.warning("pdf2image not installed, cannot generate preview.")
+            return False
+
+        images = convert_from_bytes(
+            pdf_bytes, first_page=page_idx + 1, last_page=page_idx + 1, dpi=150,
+        )
+        if not images:
+            return False
+
+        from PIL import ImageDraw, ImageFont
+        img = images[0]
+        draw = ImageDraw.Draw(img)
+
+        page = reader.getPage(page_idx)
+        page_w_pts = float(page.mediaBox.getWidth())
+        page_h_pts = float(page.mediaBox.getHeight())
+        img_w, img_h = img.size
+        scale_x = img_w / page_w_pts
+        scale_y = img_h / page_h_pts
+
+        coords = self._get_template_coords(page_h_pts)
+
+        try:
+            font_b = ImageFont.truetype("/usr/share/fonts/truetype/dejavu/DejaVuSans-Bold.ttf", 14)
+            font_sm = ImageFont.truetype("/usr/share/fonts/truetype/dejavu/DejaVuSans.ttf", 10)
+        except Exception:
+            font_b = font_sm = ImageFont.load_default()
+
+        # Signature box (red) -- sig_y is bottom-left in ReportLab
+        # top edge of box in from-top coords = page_h - (sig_y + sig_h)
+        sig_from_top = page_h_pts - coords['sig_y'] - coords['sig_h']
+        px_x = int(coords['sig_x'] * scale_x)
+        px_y = int(sig_from_top * scale_y)
+        px_w = int(coords['sig_w'] * scale_x)
+        px_h = int(coords['sig_h'] * scale_y)
+        for off in range(3):
+            draw.rectangle(
+                [px_x - off, px_y - off, px_x + px_w + off, px_y + px_h + off],
+                outline='red',
+            )
+        draw.text((px_x + 4, px_y + 4), "Signature", fill='red', font=font_sm)
+
+        # Name (blue) -- convert ReportLab bottom-origin back to top-origin for PIL
+        if 'name_x' in coords:
+            name_from_top = page_h_pts - coords['name_y']
+            nx = int(coords['name_x'] * scale_x)
+            ny = int(name_from_top * scale_y)
+            draw.text((nx, ny - 16), "John Smith", fill='blue', font=font_b)
+            draw.text((nx, ny + 2), "Name", fill='blue', font=font_sm)
+
+        # Date (purple)
+        if 'date_x' in coords:
+            date_from_top = page_h_pts - coords['date_y']
+            dx = int(coords['date_x'] * scale_x)
+            dy = int(date_from_top * scale_y)
+            draw.text((dx, dy - 16), "2026-02-17", fill='purple', font=font_b)
+            draw.text((dx, dy + 2), "Date", fill='purple', font=font_sm)
+
+        buf = BytesIO()
+        img.save(buf, format='PNG')
+        return base64.b64encode(buf.getvalue())
+
+    def action_confirm(self):
+        """Save signature settings, advance status, and open the delivery task form."""
+        self.ensure_one()
+        order = self.sale_order_id
+
+        if self.signature_page < 1 or (self.total_pages and self.signature_page > self.total_pages):
+            raise UserError(
+                "Invalid signature page. Must be between 1 and %s." % self.total_pages
+            )
+
+        order.write({
+            'x_fc_sa_signature_page': self.signature_page,
+            'x_fc_sa_signature_offset_x': self.signature_offset_x,
+            'x_fc_sa_signature_offset_y': self.signature_offset_y,
+        })
+
+        return {
+            'name': 'Schedule Delivery Task',
+            'type': 'ir.actions.act_window',
+            'res_model': 'fusion.technician.task',
+            'view_mode': 'form',
+            'target': 'new',
+            'context': {
+                'default_task_type': 'delivery',
+                'default_sale_order_id': order.id,
+                'default_partner_id': order.partner_id.id,
+                'default_pod_required': True,
+                'mark_odsp_ready_for_delivery': True,
+            },
+        }
+
+    def action_preview_full(self):
+        """Open the full approval PDF for preview."""
+        self.ensure_one()
+        if not self.approval_form:
+            raise UserError("No approval form available to preview.")
+
+        att = self.env['ir.attachment'].search([
+            ('res_model', '=', 'sale.order'),
+            ('res_id', '=', self.sale_order_id.id),
+            ('name', '=', self.approval_form_filename),
+        ], order='create_date desc', limit=1)
+
+        if not att:
+            att = self.env['ir.attachment'].create({
+                'name': self.approval_form_filename or 'ODSP_Approval.pdf',
+                'type': 'binary',
+                'datas': self.approval_form,
+                'res_model': 'sale.order',
+                'res_id': self.sale_order_id.id,
+                'mimetype': 'application/pdf',
+            })
+
+        return {
+            'type': 'ir.actions.client',
+            'tag': 'fusion_claims.preview_document',
+            'params': {
+                'attachment_id': att.id,
+                'title': att.name,
+            },
+        }

fusion_claims/wizard/odsp_ready_delivery_wizard_views.xml

@@ -0,0 +1,49 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <record id="view_odsp_ready_delivery_wizard_form" model="ir.ui.view">
+        <field name="name">fusion_claims.odsp.ready.delivery.wizard.form</field>
+        <field name="model">fusion_claims.odsp.ready.delivery.wizard</field>
+        <field name="arch" type="xml">
+            <form string="Ready for Delivery - Signature Setup">
+                <field name="sale_order_id" invisible="1"/>
+                <field name="approval_form" invisible="1"/>
+                <field name="approval_form_filename" invisible="1"/>
+                <field name="total_pages" invisible="1"/>
+                <sheet>
+                    <group>
+                        <group string="Signature Settings">
+                            <div class="text-muted mb-2" colspan="2">
+                                Select the page containing the signature area. Position defaults are loaded from Settings.
+                                Use X/Y offsets to fine-tune for this specific case if needed.
+                            </div>
+                            <label for="signature_page"/>
+                            <div class="d-flex align-items-center">
+                                <field name="signature_page" class="oe_inline" style="width: 60px;"/>
+                                <span class="ms-2 text-muted">of <field name="total_pages" class="oe_inline" widget="integer" readonly="1"/> pages</span>
+                            </div>
+                            <field name="signature_offset_x" string="Fine-tune X Offset"/>
+                            <field name="signature_offset_y" string="Fine-tune Y Offset"/>
+                            <div colspan="2" class="mt-2">
+                                <button name="action_preview_full" type="object"
+                                        string="Preview Full PDF" class="btn-link"
+                                        icon="fa-file-pdf-o"/>
+                            </div>
+                        </group>
+                        <group string="Signature Preview">
+                            <div colspan="2">
+                                <field name="preview_image" widget="image"
+                                       class="o_kanban_image" style="max-height: 500px; max-width: 100%;"/>
+                            </div>
+                        </group>
+                    </group>
+                </sheet>
+                <footer>
+                    <button name="action_confirm" type="object"
+                            string="Confirm &amp; Schedule Delivery" class="btn-primary"
+                            icon="fa-truck"/>
+                    <button string="Cancel" class="btn-secondary" special="cancel"/>
+                </footer>
+            </form>
+        </field>
+    </record>
+</odoo>

fusion_claims/wizard/odsp_sa_mobility_wizard.py

@@ -0,0 +1,560 @@
+# -*- coding: utf-8 -*-
+# Copyright 2024-2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+from odoo import models, fields, api, _
+from odoo.exceptions import UserError
+import base64
+import io
+import os
+import logging
+
+_logger = logging.getLogger(__name__)
+
+try:
+    import pdfrw
+except ImportError:
+    pdfrw = None
+    _logger.warning("pdfrw not installed. SA Mobility PDF filling will not work.")
+
+
+class SAMobilityPartLine(models.TransientModel):
+    _name = 'fusion_claims.sa.mobility.part.line'
+    _description = 'SA Mobility Parts Line'
+    _order = 'sequence'
+
+    wizard_id = fields.Many2one('fusion_claims.sa.mobility.wizard', ondelete='cascade')
+    sequence = fields.Integer(default=10)
+    qty = fields.Float(string='Qty', digits=(12, 2))
+    description = fields.Char(string='Description')
+    unit_price = fields.Float(string='Unit Price', digits=(12, 2))
+    tax_id = fields.Many2one('account.tax', string='Tax Type',
+                             domain=[('type_tax_use', '=', 'sale')])
+    taxes = fields.Float(string='Taxes', digits=(12, 2),
+                         compute='_compute_taxes', store=True)
+    amount = fields.Float(string='Amount', compute='_compute_amount', store=True)
+
+    @api.depends('qty', 'unit_price', 'tax_id')
+    def _compute_taxes(self):
+        for line in self:
+            subtotal = line.qty * line.unit_price
+            line.taxes = subtotal * line.tax_id.amount / 100 if line.tax_id else 0.0
+
+    @api.depends('qty', 'unit_price', 'taxes')
+    def _compute_amount(self):
+        for line in self:
+            line.amount = (line.qty * line.unit_price) + line.taxes
+
+
+class SAMobilityLabourLine(models.TransientModel):
+    _name = 'fusion_claims.sa.mobility.labour.line'
+    _description = 'SA Mobility Labour Line'
+    _order = 'sequence'
+
+    wizard_id = fields.Many2one('fusion_claims.sa.mobility.wizard', ondelete='cascade')
+    sequence = fields.Integer(default=10)
+    hours = fields.Float(string='Hours', digits=(12, 2))
+    rate = fields.Float(string='Rate', digits=(12, 2))
+    tax_id = fields.Many2one('account.tax', string='Tax Type',
+                             domain=[('type_tax_use', '=', 'sale')])
+    taxes = fields.Float(string='Taxes', digits=(12, 2),
+                         compute='_compute_taxes', store=True)
+    amount = fields.Float(string='Amount', compute='_compute_amount', store=True)
+
+    @api.depends('hours', 'rate', 'tax_id')
+    def _compute_taxes(self):
+        for line in self:
+            subtotal = line.hours * line.rate
+            line.taxes = subtotal * line.tax_id.amount / 100 if line.tax_id else 0.0
+
+    @api.depends('hours', 'rate', 'taxes')
+    def _compute_amount(self):
+        for line in self:
+            line.amount = (line.hours * line.rate) + line.taxes
+
+
+class SAMobilityFeeLine(models.TransientModel):
+    _name = 'fusion_claims.sa.mobility.fee.line'
+    _description = 'SA Mobility Additional Fee Line'
+    _order = 'sequence'
+
+    wizard_id = fields.Many2one('fusion_claims.sa.mobility.wizard', ondelete='cascade')
+    sequence = fields.Integer(default=10)
+    description = fields.Char(string='Description')
+    rate = fields.Float(string='Rate', digits=(12, 2))
+    tax_id = fields.Many2one('account.tax', string='Tax Type',
+                             domain=[('type_tax_use', '=', 'sale')])
+    taxes = fields.Float(string='Taxes', digits=(12, 2),
+                         compute='_compute_taxes', store=True)
+    amount = fields.Float(string='Amount', compute='_compute_amount', store=True)
+
+    @api.depends('rate', 'tax_id')
+    def _compute_taxes(self):
+        for line in self:
+            line.taxes = line.rate * line.tax_id.amount / 100 if line.tax_id else 0.0
+
+    @api.depends('rate', 'taxes')
+    def _compute_amount(self):
+        for line in self:
+            line.amount = line.rate + line.taxes
+
+
+class SAMobilityWizard(models.TransientModel):
+    _name = 'fusion_claims.sa.mobility.wizard'
+    _description = 'SA Mobility Form Filling Wizard'
+
+    sale_order_id = fields.Many2one('sale.order', required=True, readonly=True)
+
+    # --- Vendor section (auto-populated, read-only) ---
+    vendor_name = fields.Char(string='Vendor Name', readonly=True)
+    order_number = fields.Char(string='Order #', readonly=True)
+    vendor_address = fields.Char(string='Vendor Address', readonly=True)
+    primary_email = fields.Char(string='Primary Email', readonly=True)
+    phone = fields.Char(string='Phone', readonly=True)
+    secondary_email = fields.Char(string='Secondary Email', readonly=True)
+    form_date = fields.Date(string='Date', default=fields.Date.today)
+
+    # --- Salesperson ---
+    salesperson_name = fields.Char(string='Salesperson/Technician', readonly=True)
+    service_date = fields.Date(string='Date of Service', default=fields.Date.today)
+
+    # --- Client section (auto-populated, read-only) ---
+    client_last_name = fields.Char(string='Last Name', readonly=True)
+    client_first_name = fields.Char(string='First Name', readonly=True)
+    member_id = fields.Char(string='ODSP Member ID', size=9, readonly=True)
+    client_address = fields.Char(string='Client Address', readonly=True)
+    client_phone = fields.Char(string='Client Phone', readonly=True)
+
+    # --- User-editable fields ---
+    relationship = fields.Selection([
+        ('self', 'Self'),
+        ('spouse', 'Spouse'),
+        ('dependent', 'Dependent'),
+    ], string='Relationship to Recipient', default='self', required=True)
+
+    device_type = fields.Selection([
+        ('manual_wheelchair', 'Manual Wheelchair'),
+        ('high_tech_wheelchair', 'High Technology Wheelchair'),
+        ('mobility_scooter', 'Mobility Scooter'),
+        ('walker', 'Walker'),
+        ('lifting_device', 'Lifting Device'),
+        ('other', 'Other'),
+    ], string='Device Type', required=True)
+    device_other_description = fields.Char(
+        string='Other Device Description',
+        help='e.g. power chair, batteries, stairlift, ceiling lift',
+    )
+
+    serial_number = fields.Char(string='Serial Number')
+    year = fields.Char(string='Year')
+    make = fields.Char(string='Make')
+    model_name = fields.Char(string='Model')
+
+    warranty_in_effect = fields.Boolean(string='Warranty in Effect')
+    warranty_description = fields.Char(string='Warranty Description')
+    after_hours = fields.Boolean(string='After-hours/Weekend Work')
+
+    notes = fields.Text(
+        string='Notes / Comments',
+        help='Additional details about the request (filled into Notes/Comments area on Page 2)',
+    )
+
+    sa_request_type = fields.Selection([
+        ('batteries', 'Batteries'),
+        ('repair', 'Repair / Maintenance'),
+    ], string='Request Type', required=True, default='repair',
+       help='Controls email body template when sending to SA Mobility')
+
+    email_body_notes = fields.Text(
+        string='Email Body Notes',
+        help='Urgency or priority notes that appear at the top of the email body, '
+             'right below the title. Use this for time-sensitive requests.',
+    )
+
+    # --- Line items ---
+    part_line_ids = fields.One2many(
+        'fusion_claims.sa.mobility.part.line', 'wizard_id', string='Parts')
+    labour_line_ids = fields.One2many(
+        'fusion_claims.sa.mobility.labour.line', 'wizard_id', string='Labour')
+    fee_line_ids = fields.One2many(
+        'fusion_claims.sa.mobility.fee.line', 'wizard_id', string='Additional Fees')
+
+    # --- Computed totals ---
+    parts_total = fields.Float(compute='_compute_totals', string='Parts Total')
+    labour_total = fields.Float(compute='_compute_totals', string='Labour Total')
+    fees_total = fields.Float(compute='_compute_totals', string='Fees Total')
+    grand_total = fields.Float(compute='_compute_totals', string='Grand Total')
+
+    @api.depends('part_line_ids.amount', 'labour_line_ids.amount', 'fee_line_ids.amount')
+    def _compute_totals(self):
+        for wiz in self:
+            wiz.parts_total = sum(wiz.part_line_ids.mapped('amount'))
+            wiz.labour_total = sum(wiz.labour_line_ids.mapped('amount'))
+            wiz.fees_total = sum(wiz.fee_line_ids.mapped('amount'))
+            wiz.grand_total = wiz.parts_total + wiz.labour_total + wiz.fees_total
+
+    @api.model
+    def default_get(self, fields_list):
+        """Pre-populate wizard from sale order context."""
+        res = super().default_get(fields_list)
+        order_id = self.env.context.get('active_id')
+        if not order_id:
+            return res
+
+        order = self.env['sale.order'].browse(order_id)
+        company = order.company_id or self.env.company
+
+        # Vendor info
+        res['sale_order_id'] = order.id
+        res['vendor_name'] = company.name or ''
+        res['order_number'] = order.name or ''
+        addr_parts = [company.street or '', company.city or '', company.zip or '']
+        res['vendor_address'] = ', '.join(p for p in addr_parts if p)
+        sa_email = self.env['ir.config_parameter'].sudo().get_param(
+            'fusion_claims.sa_mobility_email', 'samobility@ontario.ca')
+        res['primary_email'] = company.email or sa_email
+        res['phone'] = company.phone or ''
+        res['secondary_email'] = order.user_id.email or ''
+
+        # Salesperson
+        res['salesperson_name'] = order.user_id.name or ''
+
+        # Client info
+        partner = order.partner_id
+        if partner:
+            name_parts = (partner.name or '').split(' ', 1)
+            res['client_first_name'] = name_parts[0] if name_parts else ''
+            res['client_last_name'] = name_parts[1] if len(name_parts) > 1 else ''
+            addr_parts = [partner.street or '', partner.city or '', partner.zip or '']
+            res['client_address'] = ', '.join(p for p in addr_parts if p)
+            res['client_phone'] = partner.phone or ''
+            res['member_id'] = order.x_fc_odsp_member_id or partner.x_fc_odsp_member_id or ''
+
+        # Restore saved device/form data from sale order (if previously filled)
+        if order.x_fc_sa_device_type:
+            res['relationship'] = order.x_fc_sa_relationship or 'self'
+            res['device_type'] = order.x_fc_sa_device_type
+            res['device_other_description'] = order.x_fc_sa_device_other or ''
+            res['serial_number'] = order.x_fc_sa_serial_number or ''
+            res['year'] = order.x_fc_sa_year or ''
+            res['make'] = order.x_fc_sa_make or ''
+            res['model_name'] = order.x_fc_sa_model or ''
+            res['warranty_in_effect'] = order.x_fc_sa_warranty
+            res['warranty_description'] = order.x_fc_sa_warranty_desc or ''
+            res['after_hours'] = order.x_fc_sa_after_hours
+            res['sa_request_type'] = order.x_fc_sa_request_type or 'repair'
+            res['notes'] = order.x_fc_sa_notes or ''
+
+        # Pre-populate parts and labour from order lines
+        part_lines = []
+        labour_lines = []
+        part_seq = 10
+        labour_seq = 10
+        for line in order.order_line.filtered(lambda l: not l.display_type):
+            tax = line.tax_ids[:1]
+            # Route LABOR product to labour tab
+            if line.product_id and line.product_id.default_code == 'LABOR':
+                labour_lines.append((0, 0, {
+                    'sequence': labour_seq,
+                    'hours': line.product_uom_qty,
+                    'rate': line.price_unit,
+                    'tax_id': tax.id if tax else False,
+                }))
+                labour_seq += 10
+            else:
+                part_lines.append((0, 0, {
+                    'sequence': part_seq,
+                    'qty': line.product_uom_qty,
+                    'description': line.product_id.name or line.name or '',
+                    'unit_price': line.price_unit,
+                    'tax_id': tax.id if tax else False,
+                }))
+                part_seq += 10
+        if part_lines:
+            res['part_line_ids'] = part_lines[:6]
+        if labour_lines:
+            res['labour_line_ids'] = labour_lines[:5]
+
+        return res
+
+    def _get_template_path(self):
+        """Get the path to the SA Mobility form template PDF."""
+        module_path = os.path.dirname(os.path.dirname(os.path.abspath(__file__)))
+        return os.path.join(module_path, 'static', 'src', 'pdf', 'sa_mobility_form_template.pdf')
+
+    def _build_field_mapping(self):
+        """Build a dictionary mapping PDF form field names to values."""
+        self.ensure_one()
+        mapping = {}
+
+        # Vendor section
+        mapping['Text 1'] = self.vendor_name or ''
+        mapping['Text2'] = self.order_number or ''
+        mapping['Text3'] = self.vendor_address or ''
+        mapping['Text4'] = self.primary_email or ''
+        mapping['Text5'] = self.phone or ''
+        mapping['Text6'] = self.secondary_email or ''
+        mapping['Text7'] = fields.Date.to_string(self.form_date) if self.form_date else ''
+
+        # Salesperson
+        mapping['Text8'] = self.salesperson_name or ''
+        mapping['Text9'] = fields.Date.to_string(self.service_date) if self.service_date else ''
+
+        # Client
+        mapping['Text10'] = self.client_last_name or ''
+        mapping['Text11'] = self.client_first_name or ''
+
+        # Member ID - 9 individual digit boxes (Text12-Text20)
+        member = (self.member_id or '').ljust(9)
+        for i in range(9):
+            mapping[f'Text{12 + i}'] = member[i] if i < len(self.member_id or '') else ''
+
+        mapping['Text21'] = self.client_address or ''
+        mapping['Text22'] = self.client_phone or ''
+
+        # Relationship checkboxes
+        mapping['Check Box16'] = self.relationship == 'self'
+        mapping['Check Box17'] = self.relationship == 'spouse'
+        mapping['Check Box18'] = self.relationship == 'dependent'
+
+        # Device type checkboxes
+        device_map = {
+            'manual_wheelchair': 'Check Box19',
+            'high_tech_wheelchair': 'Check Box20',
+            'mobility_scooter': 'Check Box21',
+            'walker': 'Check Box22',
+            'lifting_device': 'Check Box23',
+            'other': 'Check Box24',
+        }
+        for dtype, cb_name in device_map.items():
+            mapping[cb_name] = self.device_type == dtype
+
+        mapping['Text23'] = self.device_other_description or ''
+        mapping['Text24'] = self.serial_number or ''
+        mapping['Text25'] = self.year or ''
+        mapping['Text26'] = self.make or ''
+        mapping['Text27'] = self.model_name or ''
+
+        # Warranty
+        mapping['Check Box26'] = bool(self.warranty_in_effect)
+        mapping['Check Box28'] = not self.warranty_in_effect
+        mapping['Text28'] = self.warranty_description or ''
+
+        # After hours
+        mapping['Check Box27'] = bool(self.after_hours)
+        mapping['Check Box29'] = not self.after_hours
+
+        # Parts lines (up to 6 rows): Text30-Text59
+        for idx, line in enumerate(self.part_line_ids[:6]):
+            base = 30 + (idx * 5)
+            mapping[f'Text{base}'] = str(int(line.qty)) if line.qty == int(line.qty) else str(line.qty)
+            mapping[f'Text{base + 1}'] = line.description or ''
+            mapping[f'Text{base + 2}'] = f'${line.unit_price:.2f}'
+            mapping[f'Text{base + 3}'] = f'${line.taxes:.2f}' if line.taxes else ''
+            mapping[f'Text{base + 4}'] = f'${line.amount:.2f}'
+        mapping['Text60'] = f'${self.parts_total:.2f}'
+
+        # Labour lines (up to 5 rows): Text61-Text80
+        for idx, line in enumerate(self.labour_line_ids[:5]):
+            base = 61 + (idx * 4)
+            mapping[f'Text{base}'] = str(line.hours)
+            mapping[f'Text{base + 1}'] = f'${line.rate:.2f}'
+            mapping[f'Text{base + 2}'] = f'${line.taxes:.2f}' if line.taxes else ''
+            mapping[f'Text{base + 3}'] = f'${line.amount:.2f}'
+        mapping['Text81'] = f'${self.labour_total:.2f}'
+
+        # Additional fees (up to 4 rows): Text82-Text97
+        for idx, line in enumerate(self.fee_line_ids[:4]):
+            base = 82 + (idx * 4)
+            mapping[f'Text{base}'] = line.description or ''
+            mapping[f'Text{base + 1}'] = f'${line.rate:.2f}'
+            mapping[f'Text{base + 2}'] = f'${line.taxes:.2f}' if line.taxes else ''
+            mapping[f'Text{base + 3}'] = f'${line.amount:.2f}'
+        mapping['Text98'] = f'${self.fees_total:.2f}'
+
+        # Estimated totals summary
+        mapping['Text99'] = f'${self.parts_total:.2f}'
+        mapping['Text100'] = f'${self.labour_total:.2f}'
+        mapping['Text101'] = f'${self.fees_total:.2f}'
+        mapping['Text102'] = f'${self.grand_total:.2f}'
+
+        # Page 2 - Notes/Comments area
+        mapping['Text1'] = self.notes or ''
+
+        return mapping
+
+    def _fill_pdf(self):
+        """Fill the SA Mobility PDF template using pdfrw AcroForm field filling."""
+        self.ensure_one()
+        if not pdfrw:
+            raise UserError(_("pdfrw library is not installed. Cannot fill PDF forms."))
+
+        template_path = self._get_template_path()
+        if not os.path.exists(template_path):
+            raise UserError(_("SA Mobility form template not found at %s") % template_path)
+
+        mapping = self._build_field_mapping()
+        template = pdfrw.PdfReader(template_path)
+
+        for page in template.pages:
+            annotations = page.get('/Annots')
+            if not annotations:
+                continue
+            for annot in annotations:
+                if annot.get('/Subtype') != '/Widget':
+                    continue
+                field_name = annot.get('/T')
+                if not field_name:
+                    continue
+                # pdfrw wraps field names in parentheses
+                clean_name = field_name.strip('()')
+                if clean_name not in mapping:
+                    continue
+
+                value = mapping[clean_name]
+                if isinstance(value, bool):
+                    # Checkbox field
+                    if value:
+                        annot.update(pdfrw.PdfDict(
+                            V=pdfrw.PdfName('Yes'),
+                            AS=pdfrw.PdfName('Yes'),
+                        ))
+                    else:
+                        annot.update(pdfrw.PdfDict(
+                            V=pdfrw.PdfName('Off'),
+                            AS=pdfrw.PdfName('Off'),
+                        ))
+                else:
+                    # Text field
+                    annot.update(pdfrw.PdfDict(
+                        V=pdfrw.PdfString.encode(str(value)),
+                        AP='',
+                    ))
+
+        # Mark form as not needing appearance regeneration
+        if template.Root.AcroForm:
+            template.Root.AcroForm.update(pdfrw.PdfDict(NeedAppearances=pdfrw.PdfObject('true')))
+
+        output = io.BytesIO()
+        writer = pdfrw.PdfWriter()
+        writer.trailer = template
+        writer.write(output)
+        return output.getvalue()
+
+    def _save_form_data(self):
+        """Persist user-editable wizard data to sale order for future sessions."""
+        self.ensure_one()
+        self.sale_order_id.with_context(skip_all_validations=True).write({
+            'x_fc_sa_relationship': self.relationship,
+            'x_fc_sa_device_type': self.device_type,
+            'x_fc_sa_device_other': self.device_other_description or '',
+            'x_fc_sa_serial_number': self.serial_number or '',
+            'x_fc_sa_year': self.year or '',
+            'x_fc_sa_make': self.make or '',
+            'x_fc_sa_model': self.model_name or '',
+            'x_fc_sa_warranty': self.warranty_in_effect,
+            'x_fc_sa_warranty_desc': self.warranty_description or '',
+            'x_fc_sa_after_hours': self.after_hours,
+            'x_fc_sa_request_type': self.sa_request_type,
+            'x_fc_sa_notes': self.notes or '',
+        })
+
+    def action_fill_and_attach(self):
+        """Fill the SA Mobility PDF and attach to the sale order via chatter."""
+        self.ensure_one()
+        order = self.sale_order_id
+
+        self._save_form_data()
+        pdf_data = self._fill_pdf()
+        filename = f'SA_Mobility_Form_{order.name}.pdf'
+
+        attachment = self.env['ir.attachment'].create({
+            'name': filename,
+            'type': 'binary',
+            'datas': base64.b64encode(pdf_data),
+            'res_model': 'sale.order',
+            'res_id': order.id,
+            'mimetype': 'application/pdf',
+        })
+
+        # Update ODSP status if appropriate
+        if order.x_fc_sa_status == 'quotation':
+            order.x_fc_sa_status = 'form_ready'
+
+        order.message_post(
+            body=_("SA Mobility form filled and attached."),
+            message_type='comment',
+            attachment_ids=[attachment.id],
+        )
+
+        return {'type': 'ir.actions.act_window_close'}
+
+    def action_fill_attach_and_send(self):
+        """Fill PDF, attach to order, and send email to SA Mobility."""
+        self.ensure_one()
+        order = self.sale_order_id
+
+        self._save_form_data()
+        pdf_data = self._fill_pdf()
+        filename = f'SA_Mobility_Form_{order.name}.pdf'
+
+        # Attach to sale order
+        attachment = self.env['ir.attachment'].create({
+            'name': filename,
+            'type': 'binary',
+            'datas': base64.b64encode(pdf_data),
+            'res_model': 'sale.order',
+            'res_id': order.id,
+            'mimetype': 'application/pdf',
+        })
+
+        # Generate quotation PDF and attach
+        att_ids = [attachment.id]
+        try:
+            report = self.env.ref('sale.action_report_saleorder')
+            pdf_content, _ct = report._render_qweb_pdf(report.id, [order.id])
+            quot_att = self.env['ir.attachment'].create({
+                'name': f'Quotation_{order.name}.pdf',
+                'type': 'binary',
+                'datas': base64.b64encode(pdf_content),
+                'res_model': 'sale.order',
+                'res_id': order.id,
+                'mimetype': 'application/pdf',
+            })
+            att_ids.append(quot_att.id)
+        except Exception as e:
+            _logger.warning(f"Could not generate quotation PDF for {order.name}: {e}")
+
+        # Build and send email
+        order._send_sa_mobility_email(
+            request_type=self.sa_request_type,
+            device_description=self._get_device_label(),
+            attachment_ids=att_ids,
+            email_body_notes=self.email_body_notes,
+        )
+
+        # Update ODSP status
+        if order.x_fc_sa_status in ('quotation', 'form_ready'):
+            order.x_fc_sa_status = 'submitted_to_sa'
+
+        sa_email = order._get_sa_mobility_email()
+        return {
+            'type': 'ir.actions.client',
+            'tag': 'display_notification',
+            'params': {
+                'title': _('Email Sent'),
+                'message': _('SA Mobility form emailed to %s.') % sa_email,
+                'type': 'success',
+                'sticky': False,
+                'next': {'type': 'ir.actions.act_window_close'},
+            },
+        }
+
+    def _get_device_label(self):
+        """Get human-readable device description."""
+        self.ensure_one()
+        labels = dict(self._fields['device_type'].selection)
+        label = labels.get(self.device_type, '')
+        if self.device_type == 'other' and self.device_other_description:
+            label = self.device_other_description
+        return label

fusion_claims/wizard/odsp_sa_mobility_wizard_views.xml

@@ -0,0 +1,142 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<!--
+    Copyright 2024-2026 Nexa Systems Inc.
+    License OPL-1 (Odoo Proprietary License v1.0)
+-->
+<odoo>
+    <record id="view_sa_mobility_wizard_form" model="ir.ui.view">
+        <field name="name">fusion_claims.sa.mobility.wizard.form</field>
+        <field name="model">fusion_claims.sa.mobility.wizard</field>
+        <field name="arch" type="xml">
+            <form string="SA Mobility Form">
+                <sheet>
+                    <group string="Vendor Information">
+                        <group>
+                            <field name="sale_order_id" invisible="1"/>
+                            <field name="vendor_name"/>
+                            <field name="order_number"/>
+                            <field name="vendor_address"/>
+                            <field name="primary_email"/>
+                        </group>
+                        <group>
+                            <field name="phone"/>
+                            <field name="secondary_email"/>
+                            <field name="form_date"/>
+                            <field name="salesperson_name"/>
+                            <field name="service_date"/>
+                        </group>
+                    </group>
+                    <group string="Client Information">
+                        <group>
+                            <field name="client_first_name"/>
+                            <field name="client_last_name"/>
+                            <field name="member_id"/>
+                        </group>
+                        <group>
+                            <field name="client_address"/>
+                            <field name="client_phone"/>
+                            <field name="relationship"/>
+                        </group>
+                    </group>
+                    <group string="Device Information">
+                        <group>
+                            <field name="device_type"/>
+                            <field name="device_other_description"
+                                   invisible="device_type != 'other'"/>
+                            <field name="serial_number"/>
+                            <field name="year"/>
+                        </group>
+                        <group>
+                            <field name="make"/>
+                            <field name="model_name"/>
+                            <field name="warranty_in_effect"/>
+                            <field name="warranty_description"
+                                   invisible="not warranty_in_effect"/>
+                            <field name="after_hours"/>
+                        </group>
+                    </group>
+                    <group string="Request Details">
+                        <field name="sa_request_type"/>
+                    </group>
+                    <group string="Notes / Comments">
+                        <field name="notes" nolabel="1" colspan="2"
+                               placeholder="Additional details about the request..."/>
+                    </group>
+                    <group string="Email Body Notes">
+                        <field name="email_body_notes" nolabel="1" colspan="2"
+                               placeholder="e.g. URGENT: Client needs equipment by March 1st..."
+                               help="These notes appear at the top of the email body, below the title. Use for urgency or priority information."/>
+                    </group>
+                    <notebook>
+                        <page string="Parts" name="parts">
+                            <field name="part_line_ids">
+                                <list editable="bottom">
+                                    <field name="sequence" widget="handle"/>
+                                    <field name="qty"/>
+                                    <field name="description"/>
+                                    <field name="unit_price"/>
+                                    <field name="tax_id" string="Tax Type"/>
+                                    <field name="taxes" readonly="1"/>
+                                    <field name="amount" readonly="1"/>
+                                </list>
+                            </field>
+                            <group class="oe_subtotal_footer">
+                                <field name="parts_total" class="oe_subtotal_footer_separator"/>
+                            </group>
+                        </page>
+                        <page string="Labour" name="labour">
+                            <field name="labour_line_ids">
+                                <list editable="bottom">
+                                    <field name="sequence" widget="handle"/>
+                                    <field name="hours"/>
+                                    <field name="rate"/>
+                                    <field name="tax_id" string="Tax Type"/>
+                                    <field name="taxes" readonly="1"/>
+                                    <field name="amount" readonly="1"/>
+                                </list>
+                            </field>
+                            <group class="oe_subtotal_footer">
+                                <field name="labour_total" class="oe_subtotal_footer_separator"/>
+                            </group>
+                        </page>
+                        <page string="Additional Fees" name="fees">
+                            <field name="fee_line_ids">
+                                <list editable="bottom">
+                                    <field name="sequence" widget="handle"/>
+                                    <field name="description"/>
+                                    <field name="rate"/>
+                                    <field name="tax_id" string="Tax Type"/>
+                                    <field name="taxes" readonly="1"/>
+                                    <field name="amount" readonly="1"/>
+                                </list>
+                            </field>
+                            <group class="oe_subtotal_footer">
+                                <field name="fees_total" class="oe_subtotal_footer_separator"/>
+                            </group>
+                        </page>
+                    </notebook>
+                    <group string="Totals Summary" class="oe_subtotal_footer">
+                        <field name="parts_total" string="Parts"/>
+                        <field name="labour_total" string="Labour"/>
+                        <field name="fees_total" string="Additional Fees"/>
+                        <field name="grand_total" class="oe_subtotal_footer_separator"/>
+                    </group>
+                </sheet>
+                <footer>
+                    <button name="action_fill_and_attach" type="object"
+                            string="Fill &amp; Attach Form" class="btn-primary"/>
+                    <button name="action_fill_attach_and_send" type="object"
+                            string="Fill, Attach &amp; Send" class="btn-secondary"/>
+                    <button string="Cancel" class="btn-secondary" special="cancel"/>
+                </footer>
+            </form>
+        </field>
+    </record>
+
+    <record id="action_sa_mobility_wizard" model="ir.actions.act_window">
+        <field name="name">SA Mobility Form</field>
+        <field name="res_model">fusion_claims.sa.mobility.wizard</field>
+        <field name="view_mode">form</field>
+        <field name="target">new</field>
+    </record>
+</odoo>

fusion_claims/wizard/odsp_submit_to_odsp_wizard.py

@@ -0,0 +1,233 @@
+# -*- coding: utf-8 -*-
+# Copyright 2024-2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+from odoo import models, fields, api, _
+from odoo.exceptions import UserError
+import base64
+import logging
+
+_logger = logging.getLogger(__name__)
+
+
+class OdspSubmitToOdspWizard(models.TransientModel):
+    _name = 'fusion_claims.submit.to.odsp.wizard'
+    _description = 'Submit Quotation & Authorizer Letter to ODSP'
+
+    sale_order_id = fields.Many2one('sale.order', required=True, readonly=True)
+
+    client_name = fields.Char(string='Client Name', readonly=True)
+    member_id = fields.Char(string='ODSP Member ID', readonly=True)
+    order_name = fields.Char(string='Order #', readonly=True)
+
+    odsp_office_id = fields.Many2one(
+        'res.partner',
+        string='ODSP Office',
+        domain="[('x_fc_contact_type', '=', 'odsp_office')]",
+        help='Override the ODSP office for this submission',
+    )
+
+    authorizer_letter = fields.Binary(
+        string='Authorizer Letter',
+        help='Upload the authorizer letter to include in the submission',
+    )
+    authorizer_letter_filename = fields.Char(string='Authorizer Letter Filename')
+
+    email_body_notes = fields.Text(
+        string='Email Body Notes',
+        help='Notes to include at the top of the email body (e.g. urgency, special instructions)',
+    )
+
+    @api.model
+    def default_get(self, fields_list):
+        res = super().default_get(fields_list)
+        order_id = self.env.context.get('active_id')
+        if order_id:
+            order = self.env['sale.order'].browse(order_id)
+            res.update({
+                'sale_order_id': order.id,
+                'client_name': order.partner_id.name or '',
+                'member_id': order.x_fc_odsp_member_id or '',
+                'order_name': order.name or '',
+                'odsp_office_id': order.x_fc_odsp_office_id.id if order.x_fc_odsp_office_id else False,
+            })
+            if order.x_fc_odsp_authorizer_letter:
+                res['authorizer_letter'] = order.x_fc_odsp_authorizer_letter
+                res['authorizer_letter_filename'] = order.x_fc_odsp_authorizer_letter_filename
+        return res
+
+    def _sync_odsp_office(self):
+        """Sync the selected ODSP office back to the sale order."""
+        if self.odsp_office_id and self.odsp_office_id != self.sale_order_id.x_fc_odsp_office_id:
+            self.sale_order_id.x_fc_odsp_office_id = self.odsp_office_id
+
+    def _generate_attachments(self):
+        """Generate quotation PDF and authorizer letter attachment, return list of ir.attachment IDs."""
+        order = self.sale_order_id
+        Attachment = self.env['ir.attachment'].sudo()
+        att_ids = []
+
+        report = self.env.ref('sale.action_report_saleorder')
+        quote_pdf, _ct = report._render_qweb_pdf(report.id, [order.id])
+        quote_filename = f'{order.name}.pdf'
+        quote_att = Attachment.create({
+            'name': quote_filename,
+            'type': 'binary',
+            'datas': base64.b64encode(quote_pdf),
+            'res_model': 'sale.order',
+            'res_id': order.id,
+            'mimetype': 'application/pdf',
+        })
+        att_ids.append(quote_att.id)
+
+        if self.authorizer_letter:
+            letter_filename = self.authorizer_letter_filename or 'Authorizer_Letter.pdf'
+            order.write({
+                'x_fc_odsp_authorizer_letter': self.authorizer_letter,
+                'x_fc_odsp_authorizer_letter_filename': letter_filename,
+            })
+            letter_att = Attachment.create({
+                'name': letter_filename,
+                'type': 'binary',
+                'datas': self.authorizer_letter,
+                'res_model': 'sale.order',
+                'res_id': order.id,
+                'mimetype': 'application/pdf',
+            })
+            att_ids.append(letter_att.id)
+
+        return att_ids
+
+    def _advance_status(self, order):
+        """Advance status to submitted_to_odsp."""
+        current = order._get_odsp_status()
+        if current in ('quotation', 'documents_ready'):
+            order._odsp_advance_status('submitted_to_odsp',
+                "Quotation and authorizer letter submitted to ODSP.")
+
+    def action_send_email(self):
+        """Generate quotation PDF, attach authorizer letter, and email to ODSP office."""
+        self.ensure_one()
+        self._sync_odsp_office()
+        order = self.sale_order_id
+        office = self.odsp_office_id or order.x_fc_odsp_office_id
+
+        if not office or not office.email:
+            raise UserError(_(
+                "No ODSP Office with an email address is set. "
+                "Please select an ODSP Office before sending."
+            ))
+
+        att_ids = self._generate_attachments()
+
+        order._send_odsp_submission_email(
+            attachment_ids=att_ids,
+            email_body_notes=self.email_body_notes,
+        )
+
+        self._advance_status(order)
+
+        order.message_post(
+            body=_("Quotation and authorizer letter emailed to %s.") % office.name,
+            message_type='comment',
+            attachment_ids=att_ids,
+        )
+
+        return {
+            'type': 'ir.actions.client',
+            'tag': 'display_notification',
+            'params': {
+                'title': _('Email Sent'),
+                'message': _('Documents emailed to %s.') % office.email,
+                'type': 'success',
+                'sticky': False,
+                'next': {'type': 'ir.actions.act_window_close'},
+            },
+        }
+
+    def action_send_fax(self):
+        """Generate quotation PDF, attach authorizer letter, and open fax wizard."""
+        self.ensure_one()
+        self._sync_odsp_office()
+        order = self.sale_order_id
+        office = self.odsp_office_id or order.x_fc_odsp_office_id
+
+        att_ids = self._generate_attachments()
+
+        self._advance_status(order)
+
+        ctx = {
+            'default_sale_order_id': order.id,
+            'default_partner_id': office.id if office else False,
+            'default_generate_pdf': False,
+            'forward_attachment_ids': att_ids,
+        }
+        if office and hasattr(office, 'x_ff_fax_number') and office.x_ff_fax_number:
+            ctx['default_fax_number'] = office.x_ff_fax_number
+
+        return {
+            'type': 'ir.actions.act_window',
+            'name': _('Send Fax - ODSP Submission'),
+            'res_model': 'fusion_faxes.send.fax.wizard',
+            'view_mode': 'form',
+            'target': 'new',
+            'context': ctx,
+        }
+
+    def action_send_fax_and_email(self):
+        """Generate documents, send email first, then open fax wizard."""
+        self.ensure_one()
+        self._sync_odsp_office()
+        order = self.sale_order_id
+        office = self.odsp_office_id or order.x_fc_odsp_office_id
+
+        if not office or not office.email:
+            raise UserError(_(
+                "No ODSP Office with an email address is set. "
+                "Please select an ODSP Office before sending."
+            ))
+
+        att_ids = self._generate_attachments()
+
+        order._send_odsp_submission_email(
+            attachment_ids=att_ids,
+            email_body_notes=self.email_body_notes,
+        )
+
+        self._advance_status(order)
+
+        order.message_post(
+            body=_("Quotation and authorizer letter emailed to %s.") % office.name,
+            message_type='comment',
+            attachment_ids=att_ids,
+        )
+
+        ctx = {
+            'default_sale_order_id': order.id,
+            'default_partner_id': office.id,
+            'default_generate_pdf': False,
+            'forward_attachment_ids': att_ids,
+        }
+        if hasattr(office, 'x_ff_fax_number') and office.x_ff_fax_number:
+            ctx['default_fax_number'] = office.x_ff_fax_number
+
+        fax_action = {
+            'type': 'ir.actions.act_window',
+            'name': _('Send Fax - ODSP Submission'),
+            'res_model': 'fusion_faxes.send.fax.wizard',
+            'view_mode': 'form',
+            'target': 'new',
+            'context': ctx,
+        }
+
+        return {
+            'type': 'ir.actions.client',
+            'tag': 'display_notification',
+            'params': {
+                'title': _('Email Sent'),
+                'message': _('Email sent to %s. Now proceeding to fax...') % office.email,
+                'type': 'success',
+                'sticky': False,
+                'next': fax_action,
+            },
+        }

fusion_claims/wizard/odsp_submit_to_odsp_wizard_views.xml

@@ -0,0 +1,56 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<!--
+    Copyright 2024-2026 Nexa Systems Inc.
+    License OPL-1 (Odoo Proprietary License v1.0)
+-->
+<odoo>
+    <record id="view_submit_to_odsp_wizard_form" model="ir.ui.view">
+        <field name="name">fusion_claims.submit.to.odsp.wizard.form</field>
+        <field name="model">fusion_claims.submit.to.odsp.wizard</field>
+        <field name="arch" type="xml">
+            <form string="Submit to ODSP">
+                <sheet>
+                    <div class="alert alert-info" role="alert">
+                        <i class="fa fa-info-circle"/> This will generate the quotation PDF and send it
+                        along with the authorizer letter to the selected ODSP office.
+                    </div>
+                    <group string="Submission Details">
+                        <group>
+                            <field name="sale_order_id" invisible="1"/>
+                            <field name="client_name"/>
+                            <field name="member_id"/>
+                            <field name="order_name"/>
+                        </group>
+                        <group>
+                            <field name="odsp_office_id"/>
+                        </group>
+                    </group>
+                    <group string="Authorizer Letter">
+                        <field name="authorizer_letter" filename="authorizer_letter_filename" widget="binary"/>
+                        <field name="authorizer_letter_filename" invisible="1"/>
+                    </group>
+                    <group>
+                        <field name="email_body_notes" placeholder="e.g. URGENT: Client needs equipment by March 1st..."
+                               help="These notes appear at the top of the email body."/>
+                    </group>
+                </sheet>
+                <footer>
+                    <button name="action_send_email" type="object"
+                            string="Send Email" class="btn-primary" icon="fa-envelope"/>
+                    <button name="action_send_fax" type="object"
+                            string="Send Fax" class="btn-primary" icon="fa-fax"/>
+                    <button name="action_send_fax_and_email" type="object"
+                            string="Send Fax &amp; Email" class="btn-primary" icon="fa-paper-plane"/>
+                    <button string="Cancel" class="btn-secondary" special="cancel"/>
+                </footer>
+            </form>
+        </field>
+    </record>
+
+    <record id="action_submit_to_odsp_wizard" model="ir.actions.act_window">
+        <field name="name">Submit to ODSP</field>
+        <field name="res_model">fusion_claims.submit.to.odsp.wizard</field>
+        <field name="view_mode">form</field>
+        <field name="target">new</field>
+    </record>
+</odoo>

fusion_claims/wizard/ready_for_delivery_wizard.py

@@ -0,0 +1,214 @@
+# -*- coding: utf-8 -*-
+"""
+Ready for Delivery Wizard
+Wizard to assign delivery technicians and mark order as Ready for Delivery.
+"""
+
+from odoo import models, fields, api, _
+from odoo.exceptions import UserError
+from markupsafe import Markup
+import logging
+
+_logger = logging.getLogger(__name__)
+
+
+class ReadyForDeliveryWizard(models.TransientModel):
+    _name = 'fusion.ready.for.delivery.wizard'
+    _description = 'Ready for Delivery Wizard'
+
+    sale_order_id = fields.Many2one(
+        'sale.order',
+        string='Sale Order',
+        required=True,
+        readonly=True,
+    )
+    partner_id = fields.Many2one(
+        'res.partner',
+        string='Client',
+        related='sale_order_id.partner_id',
+        readonly=True,
+    )
+    claim_number = fields.Char(
+        string='Claim Number',
+        related='sale_order_id.x_fc_claim_number',
+        readonly=True,
+    )
+    is_early_delivery = fields.Boolean(
+        string='Early Delivery',
+        related='sale_order_id.x_fc_early_delivery',
+        readonly=True,
+        help='This delivery is before ADP approval',
+    )
+    current_status = fields.Selection(
+        related='sale_order_id.x_fc_adp_application_status',
+        string='Current Status',
+        readonly=True,
+    )
+    
+    # Technician Assignment
+    technician_ids = fields.Many2many(
+        'res.users',
+        'ready_delivery_wizard_technician_rel',
+        'wizard_id',
+        'user_id',
+        string='Delivery Technicians',
+        required=True,
+        help='Select one or more field technicians for this delivery',
+    )
+    
+    # Scheduling
+    scheduled_datetime = fields.Datetime(
+        string='Scheduled Delivery Date/Time',
+        help='Optional: When is the delivery scheduled?',
+    )
+    
+    # Delivery Address
+    delivery_address = fields.Text(
+        string='Delivery Address',
+        compute='_compute_delivery_address',
+        readonly=True,
+    )
+    
+    # Notes
+    notes = fields.Text(
+        string='Delivery Notes',
+        help='Any special instructions for the delivery technicians',
+    )
+    
+    @api.depends('sale_order_id')
+    def _compute_delivery_address(self):
+        """Compute delivery address from partner shipping address."""
+        for wizard in self:
+            order = wizard.sale_order_id
+            if order and order.partner_shipping_id:
+                addr = order.partner_shipping_id
+                parts = [addr.street, addr.street2, addr.city, addr.state_id.name if addr.state_id else '', addr.zip]
+                wizard.delivery_address = ', '.join([p for p in parts if p])
+            elif order and order.partner_id:
+                addr = order.partner_id
+                parts = [addr.street, addr.street2, addr.city, addr.state_id.name if addr.state_id else '', addr.zip]
+                wizard.delivery_address = ', '.join([p for p in parts if p])
+            else:
+                wizard.delivery_address = ''
+    
+    def action_confirm(self):
+        """Confirm and mark as Ready for Delivery."""
+        self.ensure_one()
+        order = self.sale_order_id
+        
+        if not self.technician_ids:
+            raise UserError(_("Please select at least one delivery technician."))
+        
+        # Get technician names for chatter message
+        technician_names = ', '.join(self.technician_ids.mapped('name'))
+        user_name = self.env.user.name
+        
+        # Update the sale order
+        order.with_context(skip_status_validation=True).write({
+            'x_fc_adp_application_status': 'ready_delivery',
+            'x_fc_delivery_technician_ids': [(6, 0, self.technician_ids.ids)],
+            'x_fc_ready_for_delivery_date': fields.Datetime.now(),
+            'x_fc_scheduled_delivery_datetime': self.scheduled_datetime,
+        })
+        
+        # Build chatter message
+        scheduled_str = ''
+        if self.scheduled_datetime:
+            scheduled_str = f'<li><strong>Scheduled:</strong> {self.scheduled_datetime.strftime("%B %d, %Y at %I:%M %p")}</li>'
+        
+        notes_str = ''
+        if self.notes:
+            notes_str = f'<hr><p class="mb-0"><strong>Delivery Notes:</strong> {self.notes}</p>'
+        
+        early_badge = ''
+        if self.is_early_delivery:
+            early_badge = ' <span class="badge bg-warning text-dark">Early Delivery</span>'
+        
+        chatter_body = Markup(f'''
+        <div class="alert alert-success" role="alert">
+            <h5 class="alert-heading"><i class="fa fa-truck"></i> Ready for Delivery{early_badge}</h5>
+            <ul>
+                <li><strong>Marked By:</strong> {user_name}</li>
+                <li><strong>Technician(s):</strong> {technician_names}</li>
+                {scheduled_str}
+                <li><strong>Delivery Address:</strong> {self.delivery_address or 'N/A'}</li>
+            </ul>
+            {notes_str}
+        </div>
+        ''')
+        
+        order.message_post(
+            body=chatter_body,
+            message_type='notification',
+            subtype_xmlid='mail.mt_note',
+        )
+        
+        # Send email notifications
+        order._send_ready_for_delivery_email(
+            technicians=self.technician_ids,
+            scheduled_datetime=self.scheduled_datetime,
+            notes=self.notes,
+        )
+        
+        # Auto-create technician tasks for each assigned technician
+        self._create_technician_tasks(order)
+        
+        return {'type': 'ir.actions.act_window_close'}
+
+    def _create_technician_tasks(self, order):
+        """Create a technician task for each assigned technician.
+
+        The task model's create() method auto-populates address fields
+        from the linked sale order's shipping address when address_street
+        is not explicitly provided, so we intentionally omit address here.
+        """
+        Task = self.env['fusion.technician.task']
+        scheduled_date = False
+        time_start = 9.0  # default 9:00 AM
+
+        if self.scheduled_datetime:
+            scheduled_date = self.scheduled_datetime.date()
+            time_start = self.scheduled_datetime.hour + (self.scheduled_datetime.minute / 60.0)
+        else:
+            scheduled_date = fields.Date.context_today(self)
+
+        created_tasks = self.env['fusion.technician.task']
+        for tech in self.technician_ids:
+            vals = {
+                'technician_id': tech.id,
+                'sale_order_id': order.id,
+                'task_type': 'delivery',
+                'scheduled_date': scheduled_date,
+                'time_start': time_start,
+                'time_end': time_start + 1.0,  # 1 hour default
+                'partner_id': order.partner_id.id,
+                'description': self.notes or '',
+                'pod_required': True,
+            }
+            task = Task.create(vals)
+            created_tasks |= task
+            _logger.info("Created delivery task %s for %s on order %s", task.name, tech.name, order.name)
+
+        # Post a summary of created tasks back to the sale order chatter
+        if created_tasks:
+            task_lines = ''
+            for t in created_tasks:
+                task_url = f'/web#id={t.id}&model=fusion.technician.task&view_type=form'
+                time_str = t.time_start_12h or ''
+                task_lines += (
+                    f'<li><a href="{task_url}">{t.name}</a> - '
+                    f'{t.technician_id.name} '
+                    f'({t.scheduled_date.strftime("%b %d, %Y") if t.scheduled_date else "TBD"}'
+                    f'{" at " + time_str if time_str else ""})</li>'
+                )
+            summary = Markup(
+                '<div class="alert alert-info" style="margin:0;">'
+                '<strong><i class="fa fa-wrench"></i> Delivery Tasks Created</strong>'
+                '<ul style="margin-bottom:0;">%s</ul>'
+                '</div>'
+            ) % Markup(task_lines)
+            order.message_post(
+                body=summary,
+                message_type='notification',
+                subtype_xmlid='mail.mt_note',
+            )

fusion_claims/wizard/ready_for_delivery_wizard_views.xml

@@ -0,0 +1,55 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    
+    <!-- Ready for Delivery Wizard Form View -->
+    <record id="view_ready_for_delivery_wizard_form" model="ir.ui.view">
+        <field name="name">fusion.ready.for.delivery.wizard.form</field>
+        <field name="model">fusion.ready.for.delivery.wizard</field>
+        <field name="arch" type="xml">
+            <form string="Ready for Delivery">
+                <group>
+                    <group string="Order Information">
+                        <field name="sale_order_id" readonly="1"/>
+                        <field name="partner_id"/>
+                        <field name="claim_number"/>
+                        <field name="current_status" widget="badge"/>
+                        <field name="is_early_delivery" widget="boolean_toggle"/>
+                    </group>
+                    <group string="Delivery Details">
+                        <field name="delivery_address" readonly="1"/>
+                    </group>
+                </group>
+                
+                <separator string="Technician Assignment"/>
+                <group>
+                    <field name="technician_ids" widget="many2many_tags"
+                           domain="[('x_fc_is_field_staff', '=', True)]"
+                           options="{'color_field': 'color'}"
+                           placeholder="Select delivery technician(s)..."/>
+                </group>
+                
+                <separator string="Scheduling"/>
+                <group>
+                    <field name="scheduled_datetime"/>
+                    <field name="notes" placeholder="Any special delivery instructions..."/>
+                </group>
+                
+                <footer>
+                    <button name="action_confirm" type="object" 
+                            string="Mark Ready for Delivery" class="btn-primary"
+                            icon="fa-truck"/>
+                    <button string="Cancel" class="btn-secondary" special="cancel"/>
+                </footer>
+            </form>
+        </field>
+    </record>
+    
+    <!-- Action to open the wizard -->
+    <record id="action_ready_for_delivery_wizard" model="ir.actions.act_window">
+        <field name="name">Ready for Delivery</field>
+        <field name="res_model">fusion.ready.for.delivery.wizard</field>
+        <field name="view_mode">form</field>
+        <field name="target">new</field>
+    </record>
+    
+</odoo>

fusion_claims/wizard/ready_for_submission_wizard.py

@@ -0,0 +1,196 @@
+# -*- coding: utf-8 -*-
+# Copyright 2024-2025 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+from odoo import models, fields, api, _
+from odoo.exceptions import UserError
+from markupsafe import Markup
+from datetime import date
+import logging
+
+_logger = logging.getLogger(__name__)
+
+
+class ReadyForSubmissionWizard(models.TransientModel):
+    """Wizard to collect required fields before marking as Ready for Submission."""
+    _name = 'fusion_claims.ready.for.submission.wizard'
+    _description = 'Ready for Submission Wizard'
+
+    sale_order_id = fields.Many2one(
+        'sale.order',
+        string='Sale Order',
+        required=True,
+        readonly=True,
+    )
+    
+    # Authorization Details
+    claim_authorization_date = fields.Date(
+        string='Claim Authorization Date',
+        required=True,
+        default=fields.Date.context_today,
+        help='Date when the claim was authorized by the OT/Authorizer',
+    )
+    
+    # Client References (may already be filled)
+    client_ref_1 = fields.Char(
+        string='Client Reference 1',
+        help='First client reference number (e.g., PO number)',
+    )
+    client_ref_2 = fields.Char(
+        string='Client Reference 2',
+        help='Second client reference number',
+    )
+    
+    # Reason for Application
+    reason_for_application = fields.Selection([
+        ('first_access', 'First Time Access - NO previous ADP'),
+        ('additions', 'Additions'),
+        ('mod_non_adp', 'Modification/Upgrade - Original NOT through ADP'),
+        ('mod_adp', 'Modification/Upgrade - Original through ADP'),
+        ('replace_status', 'Replacement - Change in Status'),
+        ('replace_size', 'Replacement - Change in Body Size'),
+        ('replace_worn', 'Replacement - Worn out (past useful life)'),
+        ('replace_lost', 'Replacement - Lost'),
+        ('replace_stolen', 'Replacement - Stolen'),
+        ('replace_damaged', 'Replacement - Damaged beyond repair'),
+        ('replace_no_longer_meets', 'Replacement - No longer meets needs'),
+        ('growth', 'Growth/Change in condition'),
+    ], string='Reason for Application')
+    
+    # Previous Funding (required for some reasons)
+    requires_previous_funding = fields.Boolean(
+        string='Requires Previous Funding Date',
+        compute='_compute_requires_previous_funding',
+    )
+    previous_funding_date = fields.Date(
+        string='Previous Funding Date',
+        help='Date of previous ADP funding (required for modifications/replacements)',
+    )
+    
+    # Show which fields are already filled
+    has_authorization_date = fields.Boolean(compute='_compute_field_status')
+    has_client_refs = fields.Boolean(compute='_compute_field_status')
+    has_reason = fields.Boolean(compute='_compute_field_status')
+    has_documents = fields.Boolean(compute='_compute_field_status')
+    
+    notes = fields.Text(
+        string='Notes',
+        help='Any notes about the submission preparation',
+    )
+
+    @api.depends('reason_for_application')
+    def _compute_requires_previous_funding(self):
+        no_prev_funding_reasons = ['first_access', 'mod_non_adp']
+        for wizard in self:
+            reason = wizard.reason_for_application
+            wizard.requires_previous_funding = bool(reason) and reason not in no_prev_funding_reasons
+
+    @api.depends('sale_order_id')
+    def _compute_field_status(self):
+        for wizard in self:
+            order = wizard.sale_order_id
+            wizard.has_authorization_date = bool(order.x_fc_claim_authorization_date)
+            wizard.has_client_refs = bool(order.x_fc_client_ref_1 and order.x_fc_client_ref_2)
+            wizard.has_reason = bool(order.x_fc_reason_for_application)
+            wizard.has_documents = bool(order.x_fc_original_application and order.x_fc_signed_pages_11_12)
+
+    @api.model
+    def default_get(self, fields_list):
+        res = super().default_get(fields_list)
+        active_id = self._context.get('active_id')
+        if active_id:
+            order = self.env['sale.order'].browse(active_id)
+            res['sale_order_id'] = order.id
+            # Pre-fill from existing values
+            if order.x_fc_claim_authorization_date:
+                res['claim_authorization_date'] = order.x_fc_claim_authorization_date
+            if order.x_fc_client_ref_1:
+                res['client_ref_1'] = order.x_fc_client_ref_1
+            if order.x_fc_client_ref_2:
+                res['client_ref_2'] = order.x_fc_client_ref_2
+            if order.x_fc_reason_for_application:
+                res['reason_for_application'] = order.x_fc_reason_for_application
+            if order.x_fc_previous_funding_date:
+                res['previous_funding_date'] = order.x_fc_previous_funding_date
+        return res
+
+    def action_confirm(self):
+        """Validate and mark as ready for submission."""
+        self.ensure_one()
+        
+        order = self.sale_order_id
+        
+        if order.x_fc_adp_application_status != 'application_received':
+            raise UserError("Can only mark ready for submission from 'Application Received' status.")
+        
+        # Validate required fields
+        missing = []
+        
+        if not self.claim_authorization_date:
+            missing.append('Claim Authorization Date')
+        if not self.client_ref_1 and not order.x_fc_client_ref_1:
+            missing.append('Client Reference 1')
+        if not self.client_ref_2 and not order.x_fc_client_ref_2:
+            missing.append('Client Reference 2')
+        if not self.reason_for_application and not order.x_fc_reason_for_application:
+            missing.append('Reason for Application')
+        
+        # Check previous funding if required
+        reason = self.reason_for_application or order.x_fc_reason_for_application
+        no_prev_funding_reasons = ['first_access', 'mod_non_adp']
+        if reason and reason not in no_prev_funding_reasons:
+            if not self.previous_funding_date and not order.x_fc_previous_funding_date:
+                missing.append('Previous Funding Date')
+        
+        # Check documents
+        if not order.x_fc_original_application:
+            missing.append('Original ADP Application (upload in Application Received step)')
+        if not order.x_fc_signed_pages_11_12:
+            missing.append('Page 11 & 12 Signed (upload in Application Received step)')
+        
+        if missing:
+            raise UserError(
+                "Cannot mark as Ready for Submission.\n\n"
+                "Required fields/documents missing:\n• " + "\n• ".join(missing)
+            )
+        
+        # Build update values
+        update_vals = {
+            'x_fc_adp_application_status': 'ready_submission',
+            'x_fc_claim_authorization_date': self.claim_authorization_date,
+        }
+        
+        # Only update if new values provided
+        if self.client_ref_1:
+            update_vals['x_fc_client_ref_1'] = self.client_ref_1
+        if self.client_ref_2:
+            update_vals['x_fc_client_ref_2'] = self.client_ref_2
+        if self.reason_for_application:
+            update_vals['x_fc_reason_for_application'] = self.reason_for_application
+        if self.previous_funding_date:
+            update_vals['x_fc_previous_funding_date'] = self.previous_funding_date
+        
+        # Update sale order
+        order.with_context(skip_status_validation=True).write(update_vals)
+        
+        # Post to chatter
+        reason_label = ''
+        if self.reason_for_application:
+            reason_label = dict(self._fields['reason_for_application'].selection or []).get(
+                self.reason_for_application, ''
+            )
+        
+        order.message_post(
+            body=Markup(
+                '<div style="background: #d4edda; border-left: 4px solid #28a745; padding: 12px; margin: 8px 0; border-radius: 4px;">'
+                '<h4 style="color: #28a745; margin: 0 0 8px 0;"><i class="fa fa-check"/> Ready for Submission</h4>'
+                f'<p style="margin: 0;"><strong>Authorization Date:</strong> {self.claim_authorization_date.strftime("%B %d, %Y")}</p>'
+                f'{f"<p style=\'margin: 4px 0 0 0;\'><strong>Reason:</strong> {reason_label}</p>" if reason_label else ""}'
+                '<p style="margin: 8px 0 0 0; color: #666;">Application is ready to be submitted to ADP. Use "Submit Application" to proceed.</p>'
+                '</div>'
+            ),
+            message_type='notification',
+            subtype_xmlid='mail.mt_note',
+        )
+        
+        return {'type': 'ir.actions.act_window_close'}

fusion_claims/wizard/ready_for_submission_wizard_views.xml

@@ -0,0 +1,96 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <!-- Ready for Submission Wizard Form View -->
+    <record id="view_ready_for_submission_wizard_form" model="ir.ui.view">
+        <field name="name">fusion_claims.ready.for.submission.wizard.form</field>
+        <field name="model">fusion_claims.ready.for.submission.wizard</field>
+        <field name="arch" type="xml">
+            <form string="Ready for Submission">
+                <field name="sale_order_id" invisible="1"/>
+                <field name="has_authorization_date" invisible="1"/>
+                <field name="has_client_refs" invisible="1"/>
+                <field name="has_reason" invisible="1"/>
+                <field name="has_documents" invisible="1"/>
+                <field name="requires_previous_funding" invisible="1"/>
+                
+                <div class="alert alert-info mb-3" role="alert">
+                    <strong><i class="fa fa-clipboard-check"/> Submission Checklist</strong>
+                    <p class="mb-0">Please verify all required information before marking as ready for submission.</p>
+                </div>
+                
+                <!-- Status indicators -->
+                <div class="row mb-3">
+                    <div class="col-md-3">
+                        <span class="badge bg-success" invisible="not has_documents">
+                            <i class="fa fa-check"/> Documents Uploaded
+                        </span>
+                        <span class="badge bg-danger" invisible="has_documents">
+                            <i class="fa fa-times"/> Documents Missing
+                        </span>
+                    </div>
+                    <div class="col-md-3">
+                        <span class="badge bg-success" invisible="not has_reason">
+                            <i class="fa fa-check"/> Reason Set
+                        </span>
+                        <span class="badge bg-warning" invisible="has_reason">
+                            <i class="fa fa-exclamation"/> Reason Needed
+                        </span>
+                    </div>
+                    <div class="col-md-3">
+                        <span class="badge bg-success" invisible="not has_client_refs">
+                            <i class="fa fa-check"/> Client Refs
+                        </span>
+                        <span class="badge bg-warning" invisible="has_client_refs">
+                            <i class="fa fa-exclamation"/> Client Refs Needed
+                        </span>
+                    </div>
+                    <div class="col-md-3">
+                        <span class="badge bg-success" invisible="not has_authorization_date">
+                            <i class="fa fa-check"/> Authorized
+                        </span>
+                        <span class="badge bg-warning" invisible="has_authorization_date">
+                            <i class="fa fa-exclamation"/> Auth Date Needed
+                        </span>
+                    </div>
+                </div>
+                
+                <group>
+                    <group string="Authorization">
+                        <field name="claim_authorization_date"/>
+                    </group>
+                    <group string="Client References">
+                        <field name="client_ref_1" placeholder="e.g., DOJO"/>
+                        <field name="client_ref_2" placeholder="e.g., 1234"/>
+                    </group>
+                </group>
+                
+                <group>
+                    <group string="Application Details">
+                        <field name="reason_for_application"/>
+                        <field name="previous_funding_date" 
+                               invisible="not requires_previous_funding"
+                               required="requires_previous_funding"/>
+                    </group>
+                    <group string="Notes">
+                        <field name="notes" placeholder="Any notes about the submission..."/>
+                    </group>
+                </group>
+                
+                <footer>
+                    <button name="action_confirm" type="object" 
+                            string="Mark Ready for Submission" class="btn-primary"
+                            icon="fa-check"/>
+                    <button string="Cancel" class="btn-secondary" special="cancel"/>
+                </footer>
+            </form>
+        </field>
+    </record>
+
+    <!-- Action for the wizard -->
+    <record id="action_ready_for_submission_wizard" model="ir.actions.act_window">
+        <field name="name">Ready for Submission</field>
+        <field name="res_model">fusion_claims.ready.for.submission.wizard</field>
+        <field name="view_mode">form</field>
+        <field name="target">new</field>
+    </record>
+</odoo>

fusion_claims/wizard/ready_to_bill_wizard.py

@@ -0,0 +1,185 @@
+# -*- coding: utf-8 -*-
+# Copyright 2024-2025 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+from odoo import models, fields, api, _
+from odoo.exceptions import UserError
+from datetime import date
+import logging
+
+_logger = logging.getLogger(__name__)
+
+
+class ReadyToBillWizard(models.TransientModel):
+    """Wizard to collect Proof of Delivery and delivery date before marking as Ready to Bill."""
+    _name = 'fusion_claims.ready.to.bill.wizard'
+    _description = 'Ready to Bill Wizard'
+
+    # ==========================================================================
+    # FIELDS
+    # ==========================================================================
+    sale_order_id = fields.Many2one(
+        'sale.order',
+        string='Sale Order',
+        required=True,
+        readonly=True,
+    )
+    
+    # Delivery Information
+    delivery_date = fields.Date(
+        string='Delivery Date',
+        required=True,
+        default=fields.Date.today,
+        help='Date the product was delivered to the client',
+    )
+    
+    # Proof of Delivery
+    proof_of_delivery = fields.Binary(
+        string='Proof of Delivery',
+        required=True,
+        help='Upload the Proof of Delivery document (PDF)',
+    )
+    proof_of_delivery_filename = fields.Char(
+        string='POD Filename',
+    )
+    
+    # Optional notes
+    notes = fields.Text(
+        string='Notes',
+        help='Optional notes about the delivery',
+    )
+    
+    # Info fields
+    has_existing_pod = fields.Boolean(
+        string='Has Existing POD',
+        compute='_compute_existing_data',
+    )
+    has_existing_date = fields.Boolean(
+        string='Has Existing Date',
+        compute='_compute_existing_data',
+    )
+    existing_pod_filename = fields.Char(
+        string='Existing POD Filename',
+        compute='_compute_existing_data',
+    )
+    existing_delivery_date = fields.Date(
+        string='Existing Delivery Date',
+        compute='_compute_existing_data',
+    )
+    
+    # ==========================================================================
+    # COMPUTED METHODS
+    # ==========================================================================
+    @api.depends('sale_order_id')
+    def _compute_existing_data(self):
+        for wizard in self:
+            order = wizard.sale_order_id
+            wizard.has_existing_pod = bool(order.x_fc_proof_of_delivery)
+            wizard.has_existing_date = bool(order.x_fc_adp_delivery_date)
+            wizard.existing_pod_filename = order.x_fc_proof_of_delivery_filename or ''
+            wizard.existing_delivery_date = order.x_fc_adp_delivery_date
+    
+    # ==========================================================================
+    # DEFAULT GET
+    # ==========================================================================
+    @api.model
+    def default_get(self, fields_list):
+        res = super().default_get(fields_list)
+        
+        active_id = self._context.get('active_id')
+        if not active_id:
+            return res
+        
+        order = self.env['sale.order'].browse(active_id)
+        res['sale_order_id'] = order.id
+        
+        # Pre-fill delivery date if already set
+        if order.x_fc_adp_delivery_date:
+            res['delivery_date'] = order.x_fc_adp_delivery_date
+        
+        # Pre-fill POD if already uploaded
+        if order.x_fc_proof_of_delivery:
+            res['proof_of_delivery'] = order.x_fc_proof_of_delivery
+            res['proof_of_delivery_filename'] = order.x_fc_proof_of_delivery_filename
+        
+        return res
+    
+    # ==========================================================================
+    # ACTION METHODS
+    # ==========================================================================
+    def action_mark_ready_to_bill(self):
+        """Validate and mark the order as Ready to Bill."""
+        self.ensure_one()
+        
+        order = self.sale_order_id
+        
+        # Validate status
+        if order.x_fc_adp_application_status not in ('approved', 'approved_deduction'):
+            raise UserError(
+                "Order can only be marked as 'Ready to Bill' from 'Approved' status."
+            )
+        
+        # Validate POD file type
+        if self.proof_of_delivery_filename:
+            if not self.proof_of_delivery_filename.lower().endswith('.pdf'):
+                raise UserError(
+                    f"Proof of Delivery must be a PDF file.\n"
+                    f"Uploaded: '{self.proof_of_delivery_filename}'"
+                )
+        
+        # Check device verification
+        if not order.x_fc_device_verification_complete:
+            raise UserError(
+                "Device approval verification must be completed before marking as Ready to Bill.\n\n"
+                "Please verify which devices were approved by ADP using the 'Mark as Approved' button first."
+            )
+        
+        # Update the order
+        order.with_context(skip_status_validation=True).write({
+            'x_fc_adp_application_status': 'ready_bill',
+            'x_fc_adp_delivery_date': self.delivery_date,
+            'x_fc_proof_of_delivery': self.proof_of_delivery,
+            'x_fc_proof_of_delivery_filename': self.proof_of_delivery_filename,
+        })
+        
+        # Create attachment for POD to post in chatter
+        pod_attachment = self.env['ir.attachment'].create({
+            'name': self.proof_of_delivery_filename or 'Proof_of_Delivery.pdf',
+            'datas': self.proof_of_delivery,
+            'res_model': 'sale.order',
+            'res_id': order.id,
+        })
+        
+        # Post to chatter
+        from markupsafe import Markup
+        
+        notes_html = ''
+        if self.notes:
+            notes_html = f'<p style="margin: 8px 0 0 0;"><strong>Notes:</strong> {self.notes}</p>'
+        
+        order.message_post(
+            body=Markup(
+                '<div style="background: #d4edda; border-left: 4px solid #28a745; padding: 12px; margin: 8px 0; border-radius: 4px;">'
+                '<h4 style="color: #28a745; margin: 0 0 8px 0;"><i class="fa fa-dollar"/> Ready to Bill</h4>'
+                f'<p style="margin: 0;"><strong>Delivery Date:</strong> {self.delivery_date.strftime("%B %d, %Y")}</p>'
+                f'<p style="margin: 4px 0 0 0;"><strong>Proof of Delivery:</strong> {self.proof_of_delivery_filename}</p>'
+                f'{notes_html}'
+                f'<p style="margin: 8px 0 0 0; color: #666; font-size: 0.9em;">Marked by {self.env.user.name}</p>'
+                '</div>'
+            ),
+            message_type='notification',
+            subtype_xmlid='mail.mt_note',
+            attachment_ids=[pod_attachment.id],
+        )
+        
+        return {
+            'type': 'ir.actions.client',
+            'tag': 'display_notification',
+            'params': {
+                'title': _('Ready to Bill'),
+                'message': _('Order marked as Ready to Bill. POD attached.'),
+                'type': 'success',
+                'sticky': False,
+                'next': {'type': 'ir.actions.act_window_close'},
+            },
+        }

fusion_claims/wizard/ready_to_bill_wizard_views.xml

@@ -0,0 +1,61 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<odoo>
+    <record id="view_ready_to_bill_wizard_form" model="ir.ui.view">
+        <field name="name">fusion_claims.ready.to.bill.wizard.form</field>
+        <field name="model">fusion_claims.ready.to.bill.wizard</field>
+        <field name="arch" type="xml">
+            <form string="Ready to Bill">
+                <sheet>
+                    <h2>Mark as Ready to Bill</h2>
+                    
+                    <!-- Instructions -->
+                    <div class="alert alert-info" role="alert">
+                        <strong><i class="fa fa-info-circle"/> Instructions:</strong>
+                        <p class="mb-0">
+                            Upload the Proof of Delivery document and confirm the delivery date 
+                            to mark this order as ready for billing.
+                        </p>
+                    </div>
+                    
+                    <!-- Existing Data Info -->
+                    <div class="alert alert-secondary" role="alert" invisible="not has_existing_pod">
+                        <i class="fa fa-file-pdf-o"/>
+                        <strong>Existing POD:</strong> <field name="existing_pod_filename" nolabel="1" class="d-inline"/>
+                        <span class="text-muted ms-2">(will be replaced)</span>
+                    </div>
+                    
+                    <field name="has_existing_pod" invisible="1"/>
+                    <field name="has_existing_date" invisible="1"/>
+                    <field name="existing_pod_filename" invisible="1"/>
+                    <field name="existing_delivery_date" invisible="1"/>
+                    
+                    <group>
+                        <group string="Delivery Information">
+                            <field name="sale_order_id" readonly="1"/>
+                            <field name="delivery_date" required="1"/>
+                        </group>
+                        <group string="Proof of Delivery">
+                            <field name="proof_of_delivery" 
+                                   filename="proof_of_delivery_filename"
+                                   widget="binary"
+                                   required="1"/>
+                            <field name="proof_of_delivery_filename" invisible="1"/>
+                        </group>
+                    </group>
+                    
+                    <group string="Notes (Optional)">
+                        <field name="notes" nolabel="1" colspan="2" 
+                               placeholder="Any additional notes about the delivery..."/>
+                    </group>
+                </sheet>
+                
+                <footer>
+                    <button name="action_mark_ready_to_bill" type="object"
+                            string="Mark Ready to Bill" class="btn-primary"
+                            icon="fa-check"/>
+                    <button string="Cancel" class="btn-secondary" special="cancel"/>
+                </footer>
+            </form>
+        </field>
+    </record>
+</odoo>

fusion_claims/wizard/sale_advance_payment_inv.py

@@ -0,0 +1,125 @@
+# -*- 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.
+
+from odoo import models, fields, api, _
+from odoo.exceptions import UserError
+
+
+class SaleAdvancePaymentInv(models.TransientModel):
+    _inherit = 'sale.advance.payment.inv'
+
+    # Add new invoice type options for ADP
+    advance_payment_method = fields.Selection(
+        selection_add=[
+            ('adp_client', 'ADP Client Invoice (25%)'),
+            ('adp_portion', 'ADP Invoice (75%/100%)'),
+        ],
+        ondelete={
+            'adp_client': 'set default',
+            'adp_portion': 'set default',
+        }
+    )
+
+    def _is_adp_sale_order(self):
+        """Check if the current sale order(s) are ADP sales."""
+        sale_orders = self.env['sale.order'].browse(self._context.get('active_ids', []))
+        for order in sale_orders:
+            if hasattr(order, '_is_adp_sale') and order._is_adp_sale():
+                return True
+        return False
+
+    def _get_adp_client_type(self):
+        """Get client type from the first ADP sale order."""
+        sale_orders = self.env['sale.order'].browse(self._context.get('active_ids', []))
+        for order in sale_orders:
+            if hasattr(order, '_get_client_type'):
+                return order._get_client_type()
+        return 'REG'
+
+    def create_invoices(self):
+        """Override to handle ADP split invoices."""
+        if self.advance_payment_method == 'adp_client':
+            return self._create_adp_client_invoice()
+        elif self.advance_payment_method == 'adp_portion':
+            return self._create_adp_portion_invoice()
+        return super().create_invoices()
+
+    def _create_adp_client_invoice(self):
+        """Create 25% client invoice for REG clients."""
+        sale_orders = self.env['sale.order'].browse(self._context.get('active_ids', []))
+        
+        invoices = self.env['account.move']
+        for order in sale_orders:
+            if not hasattr(order, '_is_adp_sale') or not order._is_adp_sale():
+                raise UserError(_("Order %s is not an ADP sale. Cannot create ADP client invoice.") % order.name)
+            
+            client_type = order._get_client_type() if hasattr(order, '_get_client_type') else 'REG'
+            if client_type != 'REG':
+                raise UserError(_(
+                    "Order %s has client type '%s'. Only REG clients have a 25%% client portion. "
+                    "Use 'ADP Invoice (75%%/100%%)' for this order."
+                ) % (order.name, client_type))
+            
+            invoice = order._create_adp_split_invoice(invoice_type='client')
+            if invoice:
+                invoices |= invoice
+        
+        if not invoices:
+            raise UserError(_("No invoices were created. Check if the orders have a client portion."))
+        
+        # Return action to view created invoices
+        if len(invoices) == 1:
+            return {
+                'name': _('Client Invoice (25%)'),
+                'type': 'ir.actions.act_window',
+                'res_model': 'account.move',
+                'res_id': invoices.id,
+                'view_mode': 'form',
+                'target': 'current',
+            }
+        return {
+            'name': _('Client Invoices (25%)'),
+            'type': 'ir.actions.act_window',
+            'res_model': 'account.move',
+            'domain': [('id', 'in', invoices.ids)],
+            'view_mode': 'list,form',
+            'target': 'current',
+        }
+
+    def _create_adp_portion_invoice(self):
+        """Create 75%/100% ADP invoice."""
+        sale_orders = self.env['sale.order'].browse(self._context.get('active_ids', []))
+        
+        invoices = self.env['account.move']
+        for order in sale_orders:
+            if not hasattr(order, '_is_adp_sale') or not order._is_adp_sale():
+                raise UserError(_("Order %s is not an ADP sale. Cannot create ADP invoice.") % order.name)
+            
+            invoice = order._create_adp_split_invoice(invoice_type='adp')
+            if invoice:
+                invoices |= invoice
+        
+        if not invoices:
+            raise UserError(_("No invoices were created."))
+        
+        # Return action to view created invoices
+        if len(invoices) == 1:
+            return {
+                'name': _('ADP Invoice'),
+                'type': 'ir.actions.act_window',
+                'res_model': 'account.move',
+                'res_id': invoices.id,
+                'view_mode': 'form',
+                'target': 'current',
+            }
+        return {
+            'name': _('ADP Invoices'),
+            'type': 'ir.actions.act_window',
+            'res_model': 'account.move',
+            'domain': [('id', 'in', invoices.ids)],
+            'view_mode': 'list,form',
+            'target': 'current',
+        }
+

fusion_claims/wizard/sale_advance_payment_inv_views.xml

@@ -0,0 +1 @@
+ 

fusion_claims/wizard/schedule_assessment_wizard.py

@@ -0,0 +1,214 @@
+# -*- coding: utf-8 -*-
+# Copyright 2024-2025 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+from odoo import models, fields, api, _
+from odoo.exceptions import UserError
+from datetime import datetime, timedelta
+from markupsafe import Markup
+import logging
+
+_logger = logging.getLogger(__name__)
+
+
+class ScheduleAssessmentWizard(models.TransientModel):
+    """Wizard to schedule an assessment and create a calendar event."""
+    _name = 'fusion_claims.schedule.assessment.wizard'
+    _description = 'Schedule Assessment Wizard'
+
+    sale_order_id = fields.Many2one(
+        'sale.order',
+        string='Sale Order',
+        required=True,
+        readonly=True,
+    )
+    
+    # Assessment Details
+    assessment_date = fields.Date(
+        string='Assessment Date',
+        required=True,
+        default=fields.Date.context_today,
+    )
+    assessment_time = fields.Float(
+        string='Assessment Time',
+        required=True,
+        default=9.0,  # 9:00 AM
+        help='Time in 24-hour format (e.g., 14.5 = 2:30 PM)',
+    )
+    duration = fields.Float(
+        string='Duration (hours)',
+        required=True,
+        default=2.0,
+    )
+    
+    # Location and Notes
+    location = fields.Char(
+        string='Location',
+        help='Assessment location (client address, etc.)',
+    )
+    notes = fields.Text(
+        string='Notes',
+        help='Additional notes for the assessment',
+    )
+    
+    # Attendees
+    assessor_id = fields.Many2one(
+        'res.users',
+        string='Assessor',
+        default=lambda self: self.env.user,
+        required=True,
+        help='User who will conduct the assessment',
+    )
+    
+    # Calendar options
+    create_calendar_event = fields.Boolean(
+        string='Create Calendar Event',
+        default=True,
+        help='Create an event in Odoo calendar',
+    )
+    send_reminder = fields.Boolean(
+        string='Send Reminder',
+        default=True,
+        help='Send email reminder before the assessment',
+    )
+
+    @api.model
+    def default_get(self, fields_list):
+        res = super().default_get(fields_list)
+        active_id = self._context.get('active_id')
+        if active_id:
+            order = self.env['sale.order'].browse(active_id)
+            res['sale_order_id'] = order.id
+            # Pre-fill location with client address if available
+            if order.partner_id:
+                partner = order.partner_id
+                address_parts = [
+                    partner.street,
+                    partner.street2,
+                    partner.city,
+                    partner.state_id.name if partner.state_id else None,
+                    partner.zip,
+                ]
+                res['location'] = ', '.join(filter(None, address_parts))
+        return res
+
+    def action_schedule(self):
+        """Schedule the assessment and optionally create a calendar event."""
+        self.ensure_one()
+        
+        order = self.sale_order_id
+        
+        # Validate status
+        if order.x_fc_adp_application_status != 'quotation':
+            raise UserError("Can only schedule assessment from 'Quotation' status.")
+        
+        # Calculate datetime
+        assessment_datetime = datetime.combine(
+            self.assessment_date,
+            datetime.min.time()
+        ) + timedelta(hours=self.assessment_time)
+        
+        # Create calendar event if requested
+        calendar_event = None
+        if self.create_calendar_event:
+            calendar_event = self._create_calendar_event(assessment_datetime)
+        
+        # Update sale order
+        order.with_context(skip_status_validation=True).write({
+            'x_fc_adp_application_status': 'assessment_scheduled',
+            'x_fc_assessment_start_date': self.assessment_date,
+        })
+        
+        # Post to chatter
+        time_str = self._format_time(self.assessment_time)
+        event_link = ''
+        if calendar_event:
+            event_link = f'<p style="margin: 4px 0 0 0;"><a href="/web#id={calendar_event.id}&model=calendar.event&view_type=form" target="_blank"><i class="fa fa-calendar"/> View Calendar Event</a></p>'
+        
+        order.message_post(
+            body=Markup(
+                '<div style="background: #e8f4fd; border-left: 4px solid #17a2b8; padding: 12px; margin: 8px 0; border-radius: 4px;">'
+                '<h4 style="color: #17a2b8; margin: 0 0 8px 0;"><i class="fa fa-calendar"/> Assessment Scheduled</h4>'
+                f'<p style="margin: 0;"><strong>Date:</strong> {self.assessment_date.strftime("%B %d, %Y")}</p>'
+                f'<p style="margin: 4px 0 0 0;"><strong>Time:</strong> {time_str}</p>'
+                f'<p style="margin: 4px 0 0 0;"><strong>Duration:</strong> {self.duration} hour(s)</p>'
+                f'<p style="margin: 4px 0 0 0;"><strong>Assessor:</strong> {self.assessor_id.name}</p>'
+                f'{f"<p style=\'margin: 4px 0 0 0;\'><strong>Location:</strong> {self.location}</p>" if self.location else ""}'
+                f'{f"<p style=\'margin: 4px 0 0 0;\'><strong>Notes:</strong> {self.notes}</p>" if self.notes else ""}'
+                f'{event_link}'
+                '</div>'
+            ),
+            message_type='notification',
+            subtype_xmlid='mail.mt_note',
+        )
+        
+        return {'type': 'ir.actions.act_window_close'}
+    
+    def _create_calendar_event(self, start_datetime):
+        """Create a calendar event for the assessment."""
+        order = self.sale_order_id
+        
+        end_datetime = start_datetime + timedelta(hours=self.duration)
+        
+        # Build attendee list
+        partner_ids = [self.assessor_id.partner_id.id]
+        if order.partner_id:
+            partner_ids.append(order.partner_id.id)
+        
+        event_vals = {
+            'name': f'ADP Assessment - {order.partner_id.name} ({order.name})',
+            'start': start_datetime,
+            'stop': end_datetime,
+            'allday': False,
+            'location': self.location or '',
+            'description': self._build_event_description(),
+            'partner_ids': [(6, 0, partner_ids)],
+            'user_id': self.assessor_id.id,
+        }
+        
+        # Add alarm if reminder requested
+        if self.send_reminder:
+            # Find or create a 1-day email reminder
+            alarm = self.env['calendar.alarm'].search([
+                ('alarm_type', '=', 'email'),
+                ('duration', '=', 1),
+                ('interval', '=', 'days'),
+            ], limit=1)
+            if not alarm:
+                alarm = self.env['calendar.alarm'].create({
+                    'name': '1 Day Before',
+                    'alarm_type': 'email',
+                    'duration': 1,
+                    'interval': 'days',
+                })
+            event_vals['alarm_ids'] = [(6, 0, [alarm.id])]
+        
+        return self.env['calendar.event'].create(event_vals)
+    
+    def _build_event_description(self):
+        """Build the calendar event description."""
+        order = self.sale_order_id
+        lines = [
+            f"ADP Assessment for {order.partner_id.name}",
+            f"Sale Order: {order.name}",
+            "",
+        ]
+        if order.x_fc_reason_for_application:
+            reason_label = dict(order._fields['x_fc_reason_for_application'].selection or []).get(
+                order.x_fc_reason_for_application, 'N/A'
+            )
+            lines.append(f"Reason: {reason_label}")
+        if self.notes:
+            lines.append("")
+            lines.append(f"Notes: {self.notes}")
+        return '\n'.join(lines)
+    
+    def _format_time(self, time_float):
+        """Convert float time (e.g., 14.5) to readable format (2:30 PM)."""
+        hours = int(time_float)
+        minutes = int((time_float - hours) * 60)
+        period = 'AM' if hours < 12 else 'PM'
+        display_hours = hours if hours <= 12 else hours - 12
+        if display_hours == 0:
+            display_hours = 12
+        return f"{display_hours}:{minutes:02d} {period}"

fusion_claims/wizard/schedule_assessment_wizard_views.xml

@@ -0,0 +1,45 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <!-- Schedule Assessment Wizard Form View -->
+    <record id="view_schedule_assessment_wizard_form" model="ir.ui.view">
+        <field name="name">fusion_claims.schedule.assessment.wizard.form</field>
+        <field name="model">fusion_claims.schedule.assessment.wizard</field>
+        <field name="arch" type="xml">
+            <form string="Schedule Assessment">
+                <group>
+                    <group string="Assessment Details">
+                        <field name="sale_order_id" invisible="1"/>
+                        <field name="assessment_date"/>
+                        <field name="assessment_time" widget="float_time"/>
+                        <field name="duration" widget="float_time"/>
+                        <field name="assessor_id"/>
+                    </group>
+                    <group string="Location &amp; Notes">
+                        <field name="location"/>
+                        <field name="notes"/>
+                    </group>
+                </group>
+                <group>
+                    <group string="Calendar Options">
+                        <field name="create_calendar_event"/>
+                        <field name="send_reminder" invisible="not create_calendar_event"/>
+                    </group>
+                </group>
+                <footer>
+                    <button name="action_schedule" type="object" 
+                            string="Schedule Assessment" class="btn-primary"
+                            icon="fa-calendar-check-o"/>
+                    <button string="Cancel" class="btn-secondary" special="cancel"/>
+                </footer>
+            </form>
+        </field>
+    </record>
+
+    <!-- Action for the wizard -->
+    <record id="action_schedule_assessment_wizard" model="ir.actions.act_window">
+        <field name="name">Schedule Assessment</field>
+        <field name="res_model">fusion_claims.schedule.assessment.wizard</field>
+        <field name="view_mode">form</field>
+        <field name="target">new</field>
+    </record>
+</odoo>

fusion_claims/wizard/send_to_mod_wizard.py

@@ -0,0 +1,335 @@
+# -*- coding: utf-8 -*-
+# Copyright 2024-2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+from odoo import models, fields, api, _
+from odoo.exceptions import UserError
+import base64
+import logging
+
+_logger = logging.getLogger(__name__)
+
+_DOC_NAMES = {
+    'x_fc_mod_drawing': 'Drawing',
+    'x_fc_mod_initial_photos': 'Assessment Photos',
+    'x_fc_mod_pca_document': 'Payment Commitment Agreement',
+    'x_fc_mod_proof_of_delivery': 'Proof of Delivery',
+    'x_fc_mod_completion_photos': 'Completion Photos',
+}
+
+
+class SendToModWizard(models.TransientModel):
+    _name = 'fusion_claims.send.to.mod.wizard'
+    _description = 'Send to March of Dimes Wizard'
+
+    sale_order_id = fields.Many2one('sale.order', required=True, readonly=True)
+
+    send_mode = fields.Selection([
+        ('drawing', 'Submit Drawing and Quotation'),
+        ('quotation', 'Re-send Quotation'),
+        ('completion', 'Submit POD'),
+    ], required=True, readonly=True)
+
+    # --- Recipients as contacts ---
+    recipient_ids = fields.Many2many(
+        'res.partner', 'send_mod_wizard_recipient_rel',
+        'wizard_id', 'partner_id', string='Send To',
+    )
+    cc_ids = fields.Many2many(
+        'res.partner', 'send_mod_wizard_cc_rel',
+        'wizard_id', 'partner_id', string='CC',
+    )
+
+    # --- Drawing mode uploads ---
+    drawing_file = fields.Binary(string='Drawing')
+    drawing_filename = fields.Char()
+    initial_photos_file = fields.Binary(string='Initial Photos')
+    initial_photos_filename = fields.Char()
+
+    # --- Quotation mode toggles ---
+    include_quotation = fields.Boolean(string='Quotation PDF', default=True)
+    include_drawing = fields.Boolean(string='Drawing', default=True)
+    include_initial_photos = fields.Boolean(string='Initial Photos', default=True)
+
+    # --- Completion mode uploads ---
+    completion_photos_file = fields.Binary(string='Completion Photos')
+    completion_photos_filename = fields.Char()
+    pod_file = fields.Binary(string='Proof of Delivery')
+    pod_filename = fields.Char()
+
+    additional_notes = fields.Text(string='Notes')
+
+    @api.model
+    def default_get(self, fields_list):
+        res = super().default_get(fields_list)
+        if not self.env.context.get('active_id'):
+            return res
+
+        order = self.env['sale.order'].browse(self.env.context['active_id'])
+        res['sale_order_id'] = order.id
+
+        ICP = self.env['ir.config_parameter'].sudo()
+        mod_default_email = ICP.get_param('fusion_claims.mod_default_email', 'hvmp@marchofdimes.ca')
+        mode = self.env.context.get('mod_wizard_mode', 'quotation')
+
+        client = order.partner_id
+        authorizer = order.x_fc_authorizer_id
+        case_worker = order.x_fc_case_worker
+
+        # Find or create a MOD partner for the default email
+        mod_partner = self._get_mod_partner(mod_default_email)
+
+        if mode == 'drawing':
+            res['send_mode'] = 'drawing'
+            # To: Client. CC: MOD + Authorizer
+            res['recipient_ids'] = [(6, 0, [client.id])] if client else [(6, 0, [])]
+            cc_ids = []
+            if mod_partner:
+                cc_ids.append(mod_partner.id)
+            if authorizer:
+                cc_ids.append(authorizer.id)
+            res['cc_ids'] = [(6, 0, cc_ids)]
+            # Pre-load files
+            if order.x_fc_mod_drawing:
+                res['drawing_file'] = order.x_fc_mod_drawing
+                res['drawing_filename'] = order.x_fc_mod_drawing_filename
+            if order.x_fc_mod_initial_photos:
+                res['initial_photos_file'] = order.x_fc_mod_initial_photos
+                res['initial_photos_filename'] = order.x_fc_mod_initial_photos_filename
+
+        elif mode == 'completion':
+            res['send_mode'] = 'completion'
+            # To: Case worker. CC: Authorizer
+            to_ids = []
+            if case_worker:
+                to_ids.append(case_worker.id)
+            elif mod_partner:
+                to_ids.append(mod_partner.id)
+            res['recipient_ids'] = [(6, 0, to_ids)]
+            cc_ids = []
+            if authorizer:
+                cc_ids.append(authorizer.id)
+            res['cc_ids'] = [(6, 0, cc_ids)]
+            if order.x_fc_mod_completion_photos:
+                res['completion_photos_file'] = order.x_fc_mod_completion_photos
+                res['completion_photos_filename'] = order.x_fc_mod_completion_photos_filename
+            if order.x_fc_mod_proof_of_delivery:
+                res['pod_file'] = order.x_fc_mod_proof_of_delivery
+                res['pod_filename'] = order.x_fc_mod_pod_filename
+
+        else:
+            res['send_mode'] = 'quotation'
+            res['recipient_ids'] = [(6, 0, [client.id])] if client else [(6, 0, [])]
+            cc_ids = []
+            if mod_partner:
+                cc_ids.append(mod_partner.id)
+            if authorizer:
+                cc_ids.append(authorizer.id)
+            res['cc_ids'] = [(6, 0, cc_ids)]
+
+        return res
+
+    def _get_mod_partner(self, email):
+        """Find or create a partner for the MOD default email."""
+        if not email:
+            return None
+        partner = self.env['res.partner'].sudo().search([('email', '=', email)], limit=1)
+        if not partner:
+            partner = self.env['res.partner'].sudo().create({
+                'name': 'March of Dimes Canada (HVMP)',
+                'email': email,
+                'is_company': True,
+                'company_type': 'company',
+            })
+        return partner
+
+    def action_preview_quotation(self):
+        self.ensure_one()
+        return {
+            'type': 'ir.actions.act_url',
+            'url': f'/report/pdf/fusion_claims.report_mod_quotation/{self.sale_order_id.id}',
+            'target': 'new',
+        }
+
+    def _pro_name(self, field_name, order, orig_filename=None):
+        """Professional attachment name."""
+        client = order.partner_id.name or 'Client'
+        client_clean = client.replace(' ', '_').replace(',', '')
+        base = _DOC_NAMES.get(field_name, field_name)
+        ext = 'pdf'
+        if orig_filename and '.' in orig_filename:
+            ext = orig_filename.rsplit('.', 1)[-1].lower()
+        return f'{base} - {client_clean} - {order.name}.{ext}'
+
+    def _get_field_att(self, order, field_name):
+        att = self.env['ir.attachment'].sudo().search([
+            ('res_model', '=', 'sale.order'),
+            ('res_id', '=', order.id),
+            ('res_field', '=', field_name),
+        ], order='id desc', limit=1)
+        if att:
+            att.sudo().write({'name': self._pro_name(field_name, order, att.name)})
+        return att
+
+    def action_send(self):
+        self.ensure_one()
+        order = self.sale_order_id
+        client_name = order.partner_id.name or 'Client'
+        client_clean = client_name.replace(' ', '_').replace(',', '')
+
+        to_emails = [p.email for p in self.recipient_ids if p.email]
+        cc_emails = [p.email for p in self.cc_ids if p.email]
+        if order.user_id and order.user_id.email:
+            sr_email = order.user_id.email
+            if sr_email not in to_emails and sr_email not in cc_emails:
+                cc_emails.append(sr_email)
+
+        if not to_emails:
+            raise UserError(_("Please add at least one recipient."))
+
+        # --- Save files and change status ---
+        if self.send_mode == 'drawing':
+            if not self.drawing_file:
+                raise UserError(_("Drawing is required."))
+            save = {
+                'x_fc_mod_drawing': self.drawing_file,
+                'x_fc_mod_drawing_filename': self.drawing_filename or f'Drawing - {client_name}.pdf',
+            }
+            if self.initial_photos_file:
+                save['x_fc_mod_initial_photos'] = self.initial_photos_file
+                save['x_fc_mod_initial_photos_filename'] = (
+                    self.initial_photos_filename or f'Assessment Photos - {client_name}.jpg')
+            order.with_context(skip_all_validations=True).write(save)
+            order.write({
+                'x_fc_mod_status': 'quote_submitted',
+                'x_fc_mod_drawing_submitted_date': fields.Date.today(),
+            })
+
+        elif self.send_mode == 'completion':
+            if not self.completion_photos_file:
+                raise UserError(_("Completion Photos are required."))
+            if not self.pod_file:
+                raise UserError(_("Proof of Delivery is required."))
+            order.with_context(skip_all_validations=True).write({
+                'x_fc_mod_completion_photos': self.completion_photos_file,
+                'x_fc_mod_completion_photos_filename': (
+                    self.completion_photos_filename or f'Completion Photos - {client_name}.jpg'),
+                'x_fc_mod_proof_of_delivery': self.pod_file,
+                'x_fc_mod_pod_filename': (
+                    self.pod_filename or f'Proof of Delivery - {client_name}.pdf'),
+            })
+            order.write({
+                'x_fc_mod_status': 'pod_submitted',
+                'x_fc_mod_pod_submitted_date': fields.Date.today(),
+            })
+
+        # --- Collect attachments ---
+        att_ids = []
+        att_names = []
+        Att = self.env['ir.attachment'].sudo()
+
+        if self.send_mode in ('drawing', 'quotation'):
+            try:
+                report = self.env.ref('fusion_claims.action_report_mod_quotation')
+                pdf, _ = report._render_qweb_pdf(report.id, [order.id])
+                a = Att.create({
+                    'name': f'Quotation - {client_clean} - {order.name}.pdf',
+                    'type': 'binary', 'datas': base64.b64encode(pdf),
+                    'res_model': 'sale.order', 'res_id': order.id,
+                    'mimetype': 'application/pdf',
+                })
+                att_ids.append(a.id)
+                att_names.append(a.name)
+            except Exception as e:
+                _logger.error(f"Quotation PDF failed: {e}")
+
+            if self.send_mode == 'drawing' or self.include_drawing:
+                a = self._get_field_att(order, 'x_fc_mod_drawing')
+                if a:
+                    att_ids.append(a.id)
+                    att_names.append(a.name)
+            if self.send_mode == 'drawing' or self.include_initial_photos:
+                a = self._get_field_att(order, 'x_fc_mod_initial_photos')
+                if a:
+                    att_ids.append(a.id)
+                    att_names.append(a.name)
+
+        elif self.send_mode == 'completion':
+            a = self._get_field_att(order, 'x_fc_mod_completion_photos')
+            if a:
+                att_ids.append(a.id)
+                att_names.append(a.name)
+            a = self._get_field_att(order, 'x_fc_mod_proof_of_delivery')
+            if a:
+                att_ids.append(a.id)
+                att_names.append(a.name)
+
+        if not att_ids:
+            raise UserError(_("No documents to send."))
+
+        # --- Build email ---
+        sender = (order.user_id or self.env.user).name
+        if self.send_mode in ('drawing', 'quotation'):
+            title = 'Accessibility Modification Proposal'
+            summary = (
+                f'Dear <strong>{client_name}</strong>,<br/><br/>'
+                f'Please find attached the quotation, drawing and assessment photos for your '
+                f'accessibility modification project. Please review and let us know if you '
+                f'have any questions.')
+        else:
+            title = 'Completion Photos and Proof of Delivery'
+            summary = (
+                f'Please find attached the completion photos and signed proof of delivery '
+                f'for <strong>{client_name}</strong>.')
+
+        body = order._mod_email_build(
+            title=title, summary=summary,
+            email_type='info' if self.send_mode != 'completion' else 'success',
+            sections=[('Project Details', order._build_mod_case_detail_rows(
+                include_amounts=self.send_mode in ('drawing', 'quotation')))],
+            note=self.additional_notes or None,
+            attachments_note=', '.join(att_names),
+            sender_name=sender,
+        )
+
+        prefixes = {
+            'drawing': 'Quotation and Drawing',
+            'quotation': 'Quotation and Documents',
+            'completion': 'Completion Photos and Proof of Delivery',
+        }
+        ref = order.x_fc_case_reference
+        subj = f'{prefixes[self.send_mode]} - {client_name} - {order.name}'
+        if ref:
+            subj = f'{prefixes[self.send_mode]} - {ref} - {client_name}'
+
+        try:
+            self.env['mail.mail'].sudo().create({
+                'subject': subj,
+                'body_html': body,
+                'email_to': ', '.join(to_emails),
+                'email_cc': ', '.join(cc_emails) if cc_emails else '',
+                'model': 'sale.order',
+                'res_id': order.id,
+                'attachment_ids': [(6, 0, att_ids)],
+            }).send()
+
+            to_str = ', '.join(to_emails)
+            cc_str = ', '.join(cc_emails) if cc_emails else None
+            order._email_chatter_log(
+                f'{prefixes[self.send_mode]} sent', to_str, cc_str,
+                [f'Documents: {", ".join(att_names)}'],
+            )
+
+            return {
+                'type': 'ir.actions.client',
+                'tag': 'display_notification',
+                'params': {
+                    'title': 'Sent',
+                    'message': f'Documents sent to {to_str}',
+                    'type': 'success', 'sticky': False,
+                    'next': {'type': 'ir.actions.act_window_close'},
+                },
+            }
+        except Exception as e:
+            _logger.error(f"Send failed for {order.name}: {e}")
+            raise UserError(_(f"Failed to send: {e}"))

fusion_claims/wizard/send_to_mod_wizard_views.xml

@@ -0,0 +1,100 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<odoo>
+    <record id="view_send_to_mod_wizard_form" model="ir.ui.view">
+        <field name="name">fusion_claims.send.to.mod.wizard.form</field>
+        <field name="model">fusion_claims.send.to.mod.wizard</field>
+        <field name="arch" type="xml">
+            <form string="Send to March of Dimes">
+                <field name="send_mode" invisible="1"/>
+                <field name="sale_order_id" invisible="1"/>
+
+                <!-- Mode banners -->
+                <div class="alert alert-info mb-3" invisible="send_mode != 'drawing'">
+                    <i class="fa fa-pencil-square-o"/>
+                    Attach drawing and photos, preview the quotation, then send to the client.
+                </div>
+                <div class="alert alert-info mb-3" invisible="send_mode != 'quotation'">
+                    <i class="fa fa-paper-plane"/> Re-send quotation documents.
+                </div>
+                <div class="alert alert-success mb-3" invisible="send_mode != 'completion'">
+                    <i class="fa fa-camera"/>
+                    Attach completion photos and proof of delivery, then send to the case worker.
+                </div>
+
+                <!-- Recipients -->
+                <group>
+                    <field name="recipient_ids" widget="many2many_tags"
+                           string="To"
+                           options="{'no_create': False, 'no_quick_create': False}"
+                           placeholder="Select recipients..."/>
+                    <field name="cc_ids" widget="many2many_tags"
+                           string="CC"
+                           options="{'no_create': False, 'no_quick_create': False}"
+                           placeholder="Select CC contacts..."/>
+                </group>
+
+                <separator string="Documents"/>
+
+                <!-- DRAWING MODE -->
+                <group invisible="send_mode != 'drawing'" col="2">
+                    <group string="Drawing (required)">
+                        <field name="drawing_file" filename="drawing_filename"
+                               required="send_mode == 'drawing'" string="File"/>
+                        <field name="drawing_filename" invisible="1"/>
+                    </group>
+                    <group string="Initial Photos">
+                        <field name="initial_photos_file" filename="initial_photos_filename"
+                               string="File"/>
+                        <field name="initial_photos_filename" invisible="1"/>
+                    </group>
+                </group>
+
+                <!-- QUOTATION MODE -->
+                <group invisible="send_mode != 'quotation'" col="4">
+                    <field name="include_quotation" widget="boolean_toggle"/>
+                    <field name="include_drawing" widget="boolean_toggle"/>
+                    <field name="include_initial_photos" widget="boolean_toggle"/>
+                </group>
+
+                <!-- COMPLETION MODE -->
+                <group invisible="send_mode != 'completion'" col="2">
+                    <group string="Completion Photos (required)">
+                        <field name="completion_photos_file" filename="completion_photos_filename"
+                               required="send_mode == 'completion'" string="File"/>
+                        <field name="completion_photos_filename" invisible="1"/>
+                    </group>
+                    <group string="Proof of Delivery (required)">
+                        <field name="pod_file" filename="pod_filename"
+                               required="send_mode == 'completion'" string="File"/>
+                        <field name="pod_filename" invisible="1"/>
+                    </group>
+                </group>
+
+                <group>
+                    <field name="additional_notes" placeholder="Optional notes..."/>
+                </group>
+
+                <footer>
+                    <button name="action_preview_quotation" type="object"
+                            class="btn-secondary" icon="fa-eye"
+                            string="Preview Quotation"
+                            invisible="send_mode == 'completion'"/>
+                    <button name="action_send" type="object"
+                            class="btn-primary" icon="fa-paper-plane">
+                        <span invisible="send_mode != 'drawing'">Send Quotation</span>
+                        <span invisible="send_mode != 'quotation'">Send</span>
+                        <span invisible="send_mode != 'completion'">Submit POD</span>
+                    </button>
+                    <button string="Cancel" class="btn-secondary" special="cancel"/>
+                </footer>
+            </form>
+        </field>
+    </record>
+
+    <record id="action_send_to_mod_wizard" model="ir.actions.act_window">
+        <field name="name">Send to March of Dimes</field>
+        <field name="res_model">fusion_claims.send.to.mod.wizard</field>
+        <field name="view_mode">form</field>
+        <field name="target">new</field>
+    </record>
+</odoo>

fusion_claims/wizard/status_change_reason_wizard.py

@@ -0,0 +1,410 @@
+# -*- coding: utf-8 -*-
+
+from markupsafe import Markup
+from odoo import api, fields, models
+
+
+class StatusChangeReasonWizard(models.TransientModel):
+    """Wizard to capture reason when changing to specific statuses."""
+    _name = 'fusion.status.change.reason.wizard'
+    _description = 'Status Change Reason Wizard'
+
+    sale_order_id = fields.Many2one(
+        'sale.order',
+        string='Sale Order',
+        required=True,
+        ondelete='cascade',
+    )
+    
+    new_status = fields.Selection(
+        selection=[
+            ('rejected', 'Rejected by ADP'),  # New: Initial rejection (within 24 hours)
+            ('denied', 'Application Denied'),  # Funding denied (after 2-3 weeks)
+            ('withdrawn', 'Application Withdrawn'),
+            ('on_hold', 'On Hold'),
+            ('cancelled', 'Cancelled'),
+            ('needs_correction', 'Application Needs Correction'),
+        ],
+        string='New Status',
+        required=True,
+    )
+    
+    # ==========================================================================
+    # REJECTION REASON FIELDS (for 'rejected' status - initial submission rejection)
+    # ==========================================================================
+    rejection_reason = fields.Selection(
+        selection=[
+            ('name_correction', 'Name Correction Needed'),
+            ('healthcard_correction', 'Health Card Correction Needed'),
+            ('duplicate_claim', 'Duplicate Claim Exists'),
+            ('xml_format_error', 'XML Format/Validation Error'),
+            ('missing_info', 'Missing Required Information'),
+            ('other', 'Other'),
+        ],
+        string='Rejection Reason',
+        help='Select the reason ADP rejected the submission',
+    )
+    
+    # ==========================================================================
+    # DENIAL REASON FIELDS (for 'denied' status - funding denial after review)
+    # ==========================================================================
+    denial_reason = fields.Selection(
+        selection=[
+            ('eligibility', 'Client Eligibility Issues'),
+            ('recent_funding', 'Previous Funding Within 5 Years'),
+            ('medical_justification', 'Insufficient Medical Justification'),
+            ('equipment_not_covered', 'Equipment Not Covered by ADP'),
+            ('documentation_incomplete', 'Documentation Incomplete'),
+            ('other', 'Other'),
+        ],
+        string='Denial Reason',
+        help='Select the reason ADP denied the funding',
+    )
+    
+    reason = fields.Text(
+        string='Reason / Additional Details',
+        help='Please provide additional details for this status change.',
+    )
+    
+    # For on_hold: track the previous status
+    previous_status = fields.Char(
+        string='Previous Status',
+        readonly=True,
+    )
+    
+    # Computed field to determine if reason is required
+    reason_required = fields.Boolean(
+        compute='_compute_reason_required',
+    )
+    
+    @api.depends('new_status', 'rejection_reason', 'denial_reason')
+    def _compute_reason_required(self):
+        """Reason text is required for 'other' selections or non-rejection/denial statuses."""
+        for wizard in self:
+            if wizard.new_status == 'rejected':
+                # Reason required if rejection_reason is 'other'
+                wizard.reason_required = wizard.rejection_reason == 'other'
+            elif wizard.new_status == 'denied':
+                # Reason required if denial_reason is 'other'
+                wizard.reason_required = wizard.denial_reason == 'other'
+            else:
+                # For other statuses (on_hold, cancelled, etc.), reason is always required
+                wizard.reason_required = True
+    
+    @api.model
+    def default_get(self, fields_list):
+        """Set defaults from context."""
+        res = super().default_get(fields_list)
+        
+        if self.env.context.get('active_model') == 'sale.order':
+            order_id = self.env.context.get('active_id')
+            if order_id:
+                order = self.env['sale.order'].browse(order_id)
+                res['sale_order_id'] = order_id
+                res['previous_status'] = order.x_fc_adp_application_status
+        
+        if self.env.context.get('default_new_status'):
+            res['new_status'] = self.env.context.get('default_new_status')
+        
+        return res
+    
+    def _get_status_label(self, status):
+        """Get human-readable label for status."""
+        labels = {
+            'rejected': 'Rejected by ADP',
+            'denied': 'Application Denied',
+            'withdrawn': 'Application Withdrawn',
+            'on_hold': 'On Hold',
+            'cancelled': 'Cancelled',
+            'needs_correction': 'Application Needs Correction',
+        }
+        return labels.get(status, status)
+    
+    def _get_status_icon(self, status):
+        """Get FontAwesome icon for status."""
+        icons = {
+            'rejected': 'fa-times',
+            'denied': 'fa-times-circle',
+            'withdrawn': 'fa-undo',
+            'on_hold': 'fa-pause-circle',
+            'cancelled': 'fa-ban',
+            'needs_correction': 'fa-exclamation-triangle',
+        }
+        return icons.get(status, 'fa-info-circle')
+    
+    def _get_rejection_reason_label(self, reason):
+        """Get human-readable label for rejection reason."""
+        labels = {
+            'name_correction': 'Name Correction Needed',
+            'healthcard_correction': 'Health Card Correction Needed',
+            'duplicate_claim': 'Duplicate Claim Exists',
+            'xml_format_error': 'XML Format/Validation Error',
+            'missing_info': 'Missing Required Information',
+            'other': 'Other',
+        }
+        return labels.get(reason, reason)
+    
+    def _get_denial_reason_label(self, reason):
+        """Get human-readable label for denial reason."""
+        labels = {
+            'eligibility': 'Client Eligibility Issues',
+            'recent_funding': 'Previous Funding Within 5 Years',
+            'medical_justification': 'Insufficient Medical Justification',
+            'equipment_not_covered': 'Equipment Not Covered by ADP',
+            'documentation_incomplete': 'Documentation Incomplete',
+            'other': 'Other',
+        }
+        return labels.get(reason, reason)
+    
+    def action_confirm(self):
+        """Confirm status change and post reason to chatter."""
+        self.ensure_one()
+        
+        order = self.sale_order_id
+        new_status = self.new_status
+        reason = self.reason or ''
+        
+        # Build chatter message
+        status_label = self._get_status_label(new_status)
+        icon = self._get_status_icon(new_status)
+        user_name = self.env.user.name
+        change_date = fields.Date.today().strftime('%B %d, %Y')
+        
+        # Color scheme for different status types
+        status_colors = {
+            'rejected': ('#e74c3c', '#fff5f5', '#f5c6cb'),    # Red (lighter)
+            'denied': ('#dc3545', '#fff5f5', '#f5c6cb'),      # Red
+            'withdrawn': ('#6c757d', '#f8f9fa', '#dee2e6'),   # Gray
+            'on_hold': ('#fd7e14', '#fff8f0', '#ffecd0'),     # Orange
+            'cancelled': ('#dc3545', '#fff5f5', '#f5c6cb'),   # Red
+            'needs_correction': ('#ffc107', '#fffbf0', '#ffeeba'),  # Yellow
+        }
+        header_color, bg_color, border_color = status_colors.get(new_status, ('#17a2b8', '#f0f9ff', '#bee5eb'))
+        
+        # For on_hold, also store the previous status and hold date
+        update_vals = {'x_fc_adp_application_status': new_status}
+        
+        # =================================================================
+        # REJECTED: ADP rejected submission (within 24 hours)
+        # =================================================================
+        if new_status == 'rejected':
+            rejection_reason = self.rejection_reason
+            rejection_label = self._get_rejection_reason_label(rejection_reason)
+            
+            # Store rejection details in sale order
+            current_count = order.x_fc_rejection_count or 0
+            update_vals.update({
+                'x_fc_rejection_reason': rejection_reason,
+                'x_fc_rejection_reason_other': reason if rejection_reason == 'other' else False,
+                'x_fc_rejection_date': fields.Date.today(),
+                'x_fc_rejection_count': current_count + 1,
+            })
+            
+            # Build rejection message
+            details_html = ''
+            if rejection_reason == 'other' and reason:
+                details_html = f'<p><strong>Details:</strong> {reason}</p>'
+            
+            message_body = f'''
+            <div class="alert alert-danger" role="alert">
+                <h5 class="alert-heading"><i class="fa {icon}"></i> Submission Rejected by ADP</h5>
+                <ul>
+                    <li><strong>Rejection #:</strong> {current_count + 1}</li>
+                    <li><strong>Reason:</strong> {rejection_label}</li>
+                    <li><strong>Date:</strong> {change_date}</li>
+                    <li><strong>Recorded By:</strong> {user_name}</li>
+                </ul>
+                {details_html}
+                <hr>
+                <p class="mb-0"><i class="fa fa-info-circle"></i> <strong>Next Step:</strong> Correct the issue and resubmit the application.</p>
+            </div>
+            '''
+        
+        # =================================================================
+        # DENIED: Funding denied by ADP (after 2-3 weeks review)
+        # =================================================================
+        elif new_status == 'denied':
+            denial_reason = self.denial_reason
+            denial_label = self._get_denial_reason_label(denial_reason)
+            
+            # Store denial details in sale order
+            update_vals.update({
+                'x_fc_denial_reason': denial_reason,
+                'x_fc_denial_reason_other': reason if denial_reason == 'other' else False,
+                'x_fc_denial_date': fields.Date.today(),
+            })
+            
+            # Build denial message
+            details_html = ''
+            if denial_reason == 'other' and reason:
+                details_html = f'<p><strong>Details:</strong> {reason}</p>'
+            
+            message_body = f'''
+            <div class="alert alert-danger" role="alert">
+                <h5 class="alert-heading"><i class="fa {icon}"></i> Funding Denied by ADP</h5>
+                <ul>
+                    <li><strong>Denial Reason:</strong> {denial_label}</li>
+                    <li><strong>Date:</strong> {change_date}</li>
+                    <li><strong>Recorded By:</strong> {user_name}</li>
+                </ul>
+                {details_html}
+            </div>
+            '''
+        
+        # =================================================================
+        # ON HOLD: Application put on hold
+        # Message is posted by _send_on_hold_email() to avoid duplicates
+        # =================================================================
+        elif new_status == 'on_hold':
+            update_vals['x_fc_on_hold_date'] = fields.Date.today()
+            update_vals['x_fc_previous_status_before_hold'] = self.previous_status
+            # Don't post message here - _send_on_hold_email() will post the message
+            message_body = None
+        elif new_status == 'withdrawn':
+            # Don't post message here - _send_withdrawal_email() will post the message
+            message_body = None
+        elif new_status == 'cancelled':
+            # Cancelled has its own detailed message posted later
+            message_body = None
+        else:
+            message_body = f'''
+            <div class="alert alert-warning" role="alert">
+                <h5 class="alert-heading"><i class="fa {icon}"></i> Status Changed: {status_label}</h5>
+                <ul>
+                    <li><strong>Changed By:</strong> {user_name}</li>
+                    <li><strong>Date:</strong> {change_date}</li>
+                </ul>
+                <hr>
+                <p class="mb-0"><strong>Reason:</strong> {reason}</p>
+            </div>
+            '''
+        
+        # Post to chatter (except for cancelled which has its own detailed message)
+        if message_body:
+            order.message_post(
+                body=Markup(message_body),
+                message_type='notification',
+                subtype_xmlid='mail.mt_note',
+            )
+        
+        # Update the status (this will trigger the write() method)
+        # Use context to skip the wizard trigger and skip auto-email for needs_correction
+        # (we send it below with the reason text)
+        write_ctx = {'skip_status_validation': True}
+        if new_status == 'needs_correction':
+            write_ctx['skip_correction_email'] = True
+        order.with_context(**write_ctx).write(update_vals)
+        
+        # =================================================================
+        # NEEDS CORRECTION: Send email with the reason from this wizard
+        # =================================================================
+        if new_status == 'needs_correction':
+            order._send_correction_needed_email(reason=reason)
+        
+        # =================================================================
+        # WITHDRAWN: Send email notification to all parties
+        # =================================================================
+        if new_status == 'withdrawn':
+            order._send_withdrawal_email(reason=reason)
+        
+        # =================================================================
+        # ON HOLD: Send email notification to all parties
+        # =================================================================
+        if new_status == 'on_hold':
+            order._send_on_hold_email(reason=reason)
+        
+        # =================================================================
+        # CANCELLED: Also cancel the sale order and all related invoices
+        # =================================================================
+        if new_status == 'cancelled':
+            cancelled_invoices = []
+            cancelled_so = False
+            user_name = self.env.user.name
+            cancel_date = fields.Date.today().strftime('%B %d, %Y')
+            
+            # Cancel related invoices first
+            invoices = order.invoice_ids.filtered(lambda inv: inv.state != 'cancel')
+            for invoice in invoices:
+                try:
+                    # Post cancellation reason to invoice chatter
+                    inv_msg = Markup(f'''
+                    <div class="alert alert-danger" role="alert">
+                        <h5 class="alert-heading"><i class="fa fa-ban"></i> Invoice Cancelled</h5>
+                        <ul>
+                            <li><strong>Related Order:</strong> {order.name}</li>
+                            <li><strong>Cancelled By:</strong> {user_name}</li>
+                            <li><strong>Date:</strong> {cancel_date}</li>
+                        </ul>
+                        <hr>
+                        <p class="mb-0"><strong>Reason:</strong> {reason}</p>
+                    </div>
+                    ''')
+                    invoice.message_post(
+                        body=inv_msg,
+                        message_type='notification',
+                        subtype_xmlid='mail.mt_note',
+                    )
+                    # Cancel the invoice (button_cancel or button_draft then cancel)
+                    if invoice.state == 'posted':
+                        invoice.button_draft()
+                    invoice.button_cancel()
+                    cancelled_invoices.append(invoice.name)
+                except Exception as e:
+                    warn_msg = Markup(f'''
+                    <div class="alert alert-warning" role="alert">
+                        <p class="mb-0"><i class="fa fa-exclamation-triangle"></i> <strong>Warning:</strong> Could not cancel invoice {invoice.name}</p>
+                        <p class="mb-0 small">{str(e)}</p>
+                    </div>
+                    ''')
+                    order.message_post(
+                        body=warn_msg,
+                        message_type='notification',
+                        subtype_xmlid='mail.mt_note',
+                    )
+            
+            # Cancel the sale order itself
+            if order.state not in ('cancel', 'done'):
+                try:
+                    order._action_cancel()
+                    cancelled_so = True
+                except Exception as e:
+                    warn_msg = Markup(f'''
+                    <div class="alert alert-warning" role="alert">
+                        <p class="mb-0"><i class="fa fa-exclamation-triangle"></i> <strong>Warning:</strong> Could not cancel sale order</p>
+                        <p class="mb-0 small">{str(e)}</p>
+                    </div>
+                    ''')
+                    order.message_post(
+                        body=warn_msg,
+                        message_type='notification',
+                        subtype_xmlid='mail.mt_note',
+                    )
+            
+            # Build cancellation summary
+            invoice_list_html = ''
+            if cancelled_invoices:
+                invoice_items = ''.join([f'<li>{inv}</li>' for inv in cancelled_invoices])
+                invoice_list_html = f'<li><strong>Invoices Cancelled:</strong><ul>{invoice_items}</ul></li>'
+            
+            # Post comprehensive summary to chatter
+            so_status = 'Cancelled' if cancelled_so else 'Not applicable'
+            summary_msg = Markup(f'''
+            <div class="alert alert-danger" role="alert">
+                <h5 class="alert-heading"><i class="fa fa-ban"></i> Application Cancelled</h5>
+                <ul>
+                    <li><strong>Cancelled By:</strong> {user_name}</li>
+                    <li><strong>Date:</strong> {cancel_date}</li>
+                    <li><strong>Sale Order:</strong> {so_status}</li>
+                    {invoice_list_html}
+                </ul>
+                <hr>
+                <p class="mb-0"><strong>Reason for Cancellation:</strong> {reason}</p>
+            </div>
+            ''')
+            order.message_post(
+                body=summary_msg,
+                message_type='notification',
+                subtype_xmlid='mail.mt_note',
+            )
+        
+        return {'type': 'ir.actions.act_window_close'}

fusion_claims/wizard/status_change_reason_wizard_views.xml

@@ -0,0 +1,143 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <!-- Status Change Reason Wizard Form View -->
+    <record id="view_status_change_reason_wizard_form" model="ir.ui.view">
+        <field name="name">fusion.status.change.reason.wizard.form</field>
+        <field name="model">fusion.status.change.reason.wizard</field>
+        <field name="arch" type="xml">
+            <form string="Status Change Reason">
+                <!-- Hidden fields -->
+                <field name="sale_order_id" invisible="1"/>
+                <field name="previous_status" invisible="1"/>
+                <field name="new_status" readonly="1" invisible="1"/>
+                <field name="reason_required" invisible="1"/>
+                
+                <!-- Warning banner - REJECTED (new) -->
+                <div class="alert alert-danger mb-3 rounded-0" role="alert" invisible="new_status != 'rejected'"
+                     style="margin: -16px -16px 16px -16px; padding: 12px 16px;">
+                    <i class="fa fa-times me-2"/> ADP has <strong>Rejected</strong> this submission. Please select the rejection reason.
+                </div>
+                
+                <!-- Warning banner - DENIED -->
+                <div class="alert alert-warning mb-3 rounded-0" role="alert" invisible="new_status != 'denied'"
+                     style="margin: -16px -16px 16px -16px; padding: 12px 16px;">
+                    <i class="fa fa-times-circle me-2"/> ADP has <strong>Denied</strong> funding for this application. Please select the denial reason.
+                </div>
+                
+                <div class="alert alert-info mb-3 rounded-0" role="alert" invisible="new_status != 'withdrawn'"
+                     style="margin: -16px -16px 16px -16px; padding: 12px 16px;">
+                    <i class="fa fa-undo me-2"/> You are about to <strong>Withdraw</strong> this application. Please provide the reason for withdrawal.
+                </div>
+                
+                <div class="alert alert-secondary mb-3 rounded-0" role="alert" invisible="new_status != 'on_hold'"
+                     style="margin: -16px -16px 16px -16px; padding: 12px 16px;">
+                    <i class="fa fa-pause-circle me-2"/> You are about to put this application <strong>On Hold</strong>. The application can be resumed later from the same point.
+                </div>
+                
+                <div class="alert alert-danger mb-3 rounded-0" role="alert" invisible="new_status != 'cancelled'"
+                     style="margin: -16px -16px 16px -16px; padding: 12px 16px;">
+                    <i class="fa fa-ban me-2"/> You are about to <strong>Cancel</strong> this application. This is a terminal status and will also cancel the sale order and all related invoices.
+                </div>
+                
+                <div class="alert alert-warning mb-3 rounded-0" role="alert" invisible="new_status != 'needs_correction'"
+                     style="margin: -16px -16px 16px -16px; padding: 12px 16px;">
+                    <i class="fa fa-exclamation-triangle me-2"/> This application <strong>Needs Correction</strong>. The submitted documents will be cleared.
+                </div>
+                
+                <div class="px-3 pb-3">
+                    <!-- REJECTION REASON (for 'rejected' status) -->
+                    <group invisible="new_status != 'rejected'">
+                        <group>
+                            <field name="rejection_reason" 
+                                   required="new_status == 'rejected'"
+                                   widget="radio"
+                                   options="{'horizontal': false}"/>
+                        </group>
+                    </group>
+                    
+                    <!-- DENIAL REASON (for 'denied' status) -->
+                    <group invisible="new_status != 'denied'">
+                        <group>
+                            <field name="denial_reason" 
+                                   required="new_status == 'denied'"
+                                   widget="radio"
+                                   options="{'horizontal': false}"/>
+                        </group>
+                    </group>
+                    
+                    <!-- Additional Details / Reason field -->
+                    <label for="reason" class="fw-bold mb-2" 
+                           invisible="new_status in ('rejected', 'denied')">Reason</label>
+                    <label for="reason" class="fw-bold mb-2" 
+                           invisible="new_status not in ('rejected', 'denied') or (rejection_reason != 'other' and denial_reason != 'other')">Additional Details (Required for "Other")</label>
+                    <label for="reason" class="fw-bold mb-2" 
+                           invisible="new_status not in ('rejected', 'denied') or rejection_reason == 'other' or denial_reason == 'other'">Additional Details (Optional)</label>
+                    
+                    <field name="reason" 
+                           placeholder="Please describe the reason or provide additional details..." 
+                           widget="text" 
+                           required="reason_required"
+                           nolabel="1"
+                           class="w-100"
+                           style="min-height: 100px; width: 100%;"/>
+                </div>
+                
+                <footer>
+                    <button name="action_confirm" string="Confirm" type="object" class="btn-primary"/>
+                    <button string="Cancel" class="btn-secondary" special="cancel"/>
+                </footer>
+            </form>
+        </field>
+    </record>
+    
+    <!-- Server Actions to open wizard for each status -->
+    
+    <!-- NEW: Rejected by ADP -->
+    <record id="action_set_status_rejected" model="ir.actions.act_window">
+        <field name="name">Mark as Rejected by ADP</field>
+        <field name="res_model">fusion.status.change.reason.wizard</field>
+        <field name="view_mode">form</field>
+        <field name="target">new</field>
+        <field name="context">{'default_new_status': 'rejected'}</field>
+    </record>
+    
+    <record id="action_set_status_denied" model="ir.actions.act_window">
+        <field name="name">Mark as Denied</field>
+        <field name="res_model">fusion.status.change.reason.wizard</field>
+        <field name="view_mode">form</field>
+        <field name="target">new</field>
+        <field name="context">{'default_new_status': 'denied'}</field>
+    </record>
+    
+    <record id="action_set_status_withdrawn" model="ir.actions.act_window">
+        <field name="name">Withdraw Application</field>
+        <field name="res_model">fusion.status.change.reason.wizard</field>
+        <field name="view_mode">form</field>
+        <field name="target">new</field>
+        <field name="context">{'default_new_status': 'withdrawn'}</field>
+    </record>
+    
+    <record id="action_set_status_on_hold" model="ir.actions.act_window">
+        <field name="name">Put On Hold</field>
+        <field name="res_model">fusion.status.change.reason.wizard</field>
+        <field name="view_mode">form</field>
+        <field name="target">new</field>
+        <field name="context">{'default_new_status': 'on_hold'}</field>
+    </record>
+    
+    <record id="action_set_status_cancelled" model="ir.actions.act_window">
+        <field name="name">Cancel Application</field>
+        <field name="res_model">fusion.status.change.reason.wizard</field>
+        <field name="view_mode">form</field>
+        <field name="target">new</field>
+        <field name="context">{'default_new_status': 'cancelled'}</field>
+    </record>
+    
+    <record id="action_set_status_needs_correction" model="ir.actions.act_window">
+        <field name="name">Request Correction</field>
+        <field name="res_model">fusion.status.change.reason.wizard</field>
+        <field name="view_mode">form</field>
+        <field name="target">new</field>
+        <field name="context">{'default_new_status': 'needs_correction'}</field>
+    </record>
+</odoo>

fusion_claims/wizard/submission_verification_wizard.py

@@ -0,0 +1,397 @@
+# -*- 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.
+
+from odoo import models, fields, api, _
+from odoo.exceptions import UserError
+import json
+import logging
+
+_logger = logging.getLogger(__name__)
+
+
+class SubmissionVerificationWizard(models.TransientModel):
+    """Wizard to verify which device types are being submitted in the ADP application.
+    
+    This is Stage 1 of the two-stage verification system:
+    - Stage 1 (Submission): Verify what device types are being applied for
+    - Stage 2 (Approval): Verify what device types were approved by ADP
+    """
+    _name = 'fusion_claims.submission.verification.wizard'
+    _description = 'ADP Submission Verification Wizard'
+
+    # ==========================================================================
+    # MAIN FIELDS
+    # ==========================================================================
+    sale_order_id = fields.Many2one(
+        'sale.order',
+        string='Sale Order',
+        required=True,
+        readonly=True,
+    )
+    line_ids = fields.One2many(
+        'fusion_claims.submission.verification.wizard.line',
+        'wizard_id',
+        string='Device Type Lines',
+    )
+    
+    # Store device type mapping as JSON - needed because readonly fields aren't sent back
+    # Format: {"line_index": "device_type_name", ...}
+    device_type_mapping = fields.Text(
+        string='Device Type Mapping (JSON)',
+        help='Internal field to store device type names by line index',
+    )
+    
+    # Summary fields
+    total_device_types = fields.Integer(
+        string='Total Device Types',
+        compute='_compute_summary',
+    )
+    selected_device_types = fields.Integer(
+        string='Selected Device Types',
+        compute='_compute_summary',
+    )
+    
+    # ==========================================================================
+    # DOCUMENT UPLOAD FIELDS (for Submit Application mode)
+    # ==========================================================================
+    is_submit_mode = fields.Boolean(
+        string='Submit Mode',
+        default=False,
+        help='True if this wizard is being used to submit the application (not just verify)',
+    )
+    
+    final_application = fields.Binary(
+        string='Final Submitted Application',
+        help='Upload the final application PDF being submitted to ADP',
+    )
+    final_application_filename = fields.Char(
+        string='Final Application Filename',
+    )
+    
+    xml_file = fields.Binary(
+        string='XML Data File',
+        help='Upload the XML data file for ADP submission',
+    )
+    xml_filename = fields.Char(
+        string='XML Filename',
+    )
+    
+    # ==========================================================================
+    # COMPUTED METHODS
+    # ==========================================================================
+    @api.depends('line_ids', 'line_ids.selected')
+    def _compute_summary(self):
+        for wizard in self:
+            wizard.total_device_types = len(wizard.line_ids)
+            wizard.selected_device_types = len(wizard.line_ids.filtered(lambda l: l.selected))
+
+    # ==========================================================================
+    # DEFAULT GET - Populate with device types from order
+    # ==========================================================================
+    @api.model
+    def default_get(self, fields_list):
+        res = super().default_get(fields_list)
+
+        active_id = self._context.get('active_id')
+        if not active_id:
+            return res
+
+        order = self.env['sale.order'].browse(active_id)
+        res['sale_order_id'] = order.id
+        
+        # Set submit mode based on context
+        res['is_submit_mode'] = self._context.get('submit_application', False)
+        
+        # Group order lines by device type
+        ADPDevice = self.env['fusion.adp.device.code'].sudo()
+        device_type_data = {}  # {device_type: {'products': [], 'total_amount': 0}}
+        
+        for so_line in order.order_line:
+            # Skip non-product lines
+            if so_line.display_type in ('line_section', 'line_note'):
+                continue
+            if not so_line.product_id or so_line.product_uom_qty <= 0:
+                continue
+            
+            # Get device code and look up device type
+            device_code = so_line._get_adp_device_code()
+            if not device_code:
+                continue
+            
+            adp_device = ADPDevice.search([
+                ('device_code', '=', device_code), 
+                ('active', '=', True)
+            ], limit=1)
+            
+            if not adp_device:
+                continue
+            
+            device_type = adp_device.device_type or 'Unknown'
+            
+            if device_type not in device_type_data:
+                device_type_data[device_type] = {
+                    'products': [],
+                    'total_amount': 0,
+                    'adp_portion': 0,
+                }
+            
+            device_type_data[device_type]['products'].append({
+                'name': so_line.product_id.display_name,
+                'code': device_code,
+                'qty': so_line.product_uom_qty,
+                'price': so_line.price_subtotal,
+            })
+            device_type_data[device_type]['total_amount'] += so_line.price_subtotal
+            device_type_data[device_type]['adp_portion'] += so_line.x_fc_adp_portion
+        
+        # Check if there are previously submitted device types
+        previous_selection = {}
+        if order.x_fc_submitted_device_types:
+            try:
+                previous_selection = json.loads(order.x_fc_submitted_device_types)
+                _logger.info(f"Loaded previous selection from order {order.id}: {previous_selection}")
+            except (json.JSONDecodeError, TypeError) as e:
+                _logger.warning(f"Failed to parse submitted_device_types for order {order.id}: {e}")
+        else:
+            _logger.info(f"No previous selection found for order {order.id}")
+        
+        # Build wizard lines and device type mapping
+        lines_data = []
+        device_type_mapping = {}  # {line_index: device_type_name}
+        
+        for idx, (device_type, data) in enumerate(sorted(device_type_data.items())):
+            product_list = ', '.join([
+                f"{p['name']} ({p['code']}) x{p['qty']}"
+                for p in data['products']
+            ])
+            
+            # Check if previously selected
+            was_selected = previous_selection.get(device_type, False)
+            _logger.info(f"Device type '{device_type}' - was_selected: {was_selected} (previous_selection keys: {list(previous_selection.keys())})")
+            
+            # Store mapping by index
+            device_type_mapping[str(idx)] = device_type
+            
+            lines_data.append((0, 0, {
+                'device_type': device_type,
+                'product_details': product_list,
+                'product_count': len(data['products']),
+                'total_amount': data['total_amount'],
+                'adp_portion': data['adp_portion'],
+                'selected': was_selected,  # Default to previously selected state
+            }))
+        
+        res['line_ids'] = lines_data
+        res['device_type_mapping'] = json.dumps(device_type_mapping)
+        _logger.info(f"Created device_type_mapping: {device_type_mapping}")
+        return res
+
+    # ==========================================================================
+    # ACTION METHODS
+    # ==========================================================================
+    def action_confirm_submission(self):
+        """Confirm the selected device types and store them for Stage 2 comparison."""
+        self.ensure_one()
+        
+        # Load the device type mapping (stored during default_get)
+        # This is needed because readonly fields aren't sent back from the form
+        device_type_mapping = {}
+        if self.device_type_mapping:
+            try:
+                device_type_mapping = json.loads(self.device_type_mapping)
+            except (json.JSONDecodeError, TypeError):
+                pass
+        
+        _logger.info(f"Loaded device_type_mapping: {device_type_mapping}")
+        
+        # Get selected lines and map them to device types using the stored mapping
+        selected_device_types = []
+        for idx, line in enumerate(self.line_ids):
+            if line.selected:
+                # Get device type from mapping (use index as key)
+                device_type = device_type_mapping.get(str(idx))
+                if device_type:
+                    selected_device_types.append(device_type)
+                    _logger.info(f"Line {idx} selected - device_type from mapping: {device_type}")
+                else:
+                    # Fallback to line.device_type (might be False due to readonly issue)
+                    _logger.warning(f"Line {idx} selected but no mapping found, line.device_type={line.device_type}")
+                    if line.device_type:
+                        selected_device_types.append(line.device_type)
+        
+        if not selected_device_types:
+            raise UserError(
+                "Please select at least one device type that is being submitted.\n\n"
+                "If none of these device types are being applied for, "
+                "please verify the order lines have the correct ADP device codes."
+            )
+        
+        # Store the selection as JSON
+        selection_data = {
+            device_type: True for device_type in selected_device_types
+        }
+        _logger.info(f"Saving selection for order {self.sale_order_id.id}: {selection_data}")
+        
+        # Update the sale order
+        self.sale_order_id.write({
+            'x_fc_submission_verified': True,
+            'x_fc_submitted_device_types': json.dumps(selection_data),
+        })
+        _logger.info(f"Saved x_fc_submitted_device_types: {json.dumps(selection_data)}")
+        
+        # Post to chatter with nice card style
+        from markupsafe import Markup
+        from datetime import date
+        
+        # Build HTML list from selected device types
+        device_list_html = ''.join([
+            f'<li>{device_type}</li>'
+            for device_type in selected_device_types
+        ])
+        
+        self.sale_order_id.message_post(
+            body=Markup(
+                '<div style="background: #e8f4fd; border-left: 4px solid #17a2b8; padding: 12px; margin: 8px 0; border-radius: 4px;">'
+                '<h4 style="color: #17a2b8; margin: 0 0 8px 0;"><i class="fa fa-check-square"/> Submission Verification Complete</h4>'
+                f'<p style="margin: 0;"><strong>Date:</strong> {date.today().strftime("%B %d, %Y")}</p>'
+                '<p style="margin: 8px 0 4px 0;"><strong>Device Types:</strong></p>'
+                f'<ul style="margin: 0; padding-left: 20px;">{device_list_html}</ul>'
+                f'<p style="margin: 8px 0 0 0; color: #666; font-size: 0.9em;">Verified by {self.env.user.name}</p>'
+                '</div>'
+            ),
+            message_type='notification',
+            subtype_xmlid='mail.mt_note',
+        )
+        
+        # If we're in submit mode (changing status to submitted), update status and save documents
+        if self.is_submit_mode:
+            # Validate documents are uploaded
+            if not self.final_application:
+                raise UserError("Please upload the Final Submitted Application PDF.")
+            if not self.xml_file:
+                raise UserError("Please upload the XML Data File.")
+            
+            # Validate file types
+            if self.final_application_filename and not self.final_application_filename.lower().endswith('.pdf'):
+                raise UserError(f"Final Application must be a PDF file. Uploaded: '{self.final_application_filename}'")
+            if self.xml_filename and not self.xml_filename.lower().endswith('.xml'):
+                raise UserError(f"XML file must have .xml extension. Uploaded: '{self.xml_filename}'")
+            
+            # Determine target status (submitted or resubmitted)
+            current_status = self.sale_order_id.x_fc_adp_application_status
+            new_status = 'resubmitted' if current_status == 'needs_correction' else 'submitted'
+            
+            # Update status and save documents with skip flag
+            self.sale_order_id.with_context(skip_status_validation=True).write({
+                'x_fc_adp_application_status': new_status,
+                'x_fc_final_submitted_application': self.final_application,
+                'x_fc_final_application_filename': self.final_application_filename,
+                'x_fc_xml_file': self.xml_file,
+                'x_fc_xml_filename': self.xml_filename,
+            })
+            
+            # Post status change to chatter with nice card style
+            status_label = 'Resubmitted' if new_status == 'resubmitted' else 'Submitted'
+            self.sale_order_id.message_post(
+                body=Markup(
+                    '<div style="background: #d4edda; border-left: 4px solid #28a745; padding: 12px; margin: 8px 0; border-radius: 4px;">'
+                    f'<h4 style="color: #28a745; margin: 0 0 8px 0;"><i class="fa fa-paper-plane"/> Application {status_label}</h4>'
+                    f'<p style="margin: 0;"><strong>Date:</strong> {date.today().strftime("%B %d, %Y")}</p>'
+                    '<p style="margin: 8px 0 4px 0;"><strong>Device Types Submitted:</strong></p>'
+                    f'<ul style="margin: 0; padding-left: 20px;">{device_list_html}</ul>'
+                    f'<p style="margin: 8px 0 0 0; color: #666; font-size: 0.9em;">Submitted by {self.env.user.name}</p>'
+                    '</div>'
+                ),
+                message_type='notification',
+                subtype_xmlid='mail.mt_note',
+            )
+            
+            return {
+                'type': 'ir.actions.act_window_close',
+                'infos': {
+                    'type': 'ir.actions.client',
+                    'tag': 'display_notification',
+                    'params': {
+                        'title': _('Application Submitted'),
+                        'message': _('Application submitted with %d device type(s).') % len(selected_device_types),
+                        'type': 'success',
+                        'sticky': False,
+                    }
+                }
+            }
+
+        return {
+            'type': 'ir.actions.act_window_close',
+            'infos': {
+                'type': 'ir.actions.client',
+                'tag': 'display_notification',
+                'params': {
+                    'title': _('Submission Verified'),
+                    'message': _('%d device type(s) confirmed for submission.') % len(selected_device_types),
+                    'type': 'success',
+                    'sticky': False,
+                }
+            }
+        }
+
+    def action_select_all(self):
+        """Select all device types."""
+        self.ensure_one()
+        for line in self.line_ids:
+            line.selected = True
+        
+        return {
+            'type': 'ir.actions.act_window',
+            'res_model': self._name,
+            'res_id': self.id,
+            'view_mode': 'form',
+            'target': 'new',
+        }
+
+
+class SubmissionVerificationWizardLine(models.TransientModel):
+    """Lines for the submission verification wizard - grouped by device type."""
+    _name = 'fusion_claims.submission.verification.wizard.line'
+    _description = 'Submission Verification Wizard Line'
+
+    wizard_id = fields.Many2one(
+        'fusion_claims.submission.verification.wizard',
+        string='Wizard',
+        required=True,
+        ondelete='cascade',
+    )
+    device_type = fields.Char(
+        string='Device Type',
+        readonly=True,
+    )
+    product_details = fields.Text(
+        string='Products',
+        readonly=True,
+        help='List of products in this device type',
+    )
+    product_count = fields.Integer(
+        string='# Products',
+        readonly=True,
+    )
+    total_amount = fields.Monetary(
+        string='Total Amount',
+        readonly=True,
+        currency_field='currency_id',
+    )
+    adp_portion = fields.Monetary(
+        string='ADP Portion',
+        readonly=True,
+        currency_field='currency_id',
+    )
+    currency_id = fields.Many2one(
+        'res.currency',
+        related='wizard_id.sale_order_id.currency_id',
+        readonly=True,
+    )
+    selected = fields.Boolean(
+        string='Submitting',
+        default=False,
+        help='Check if this device type is being submitted in the ADP application',
+    )

fusion_claims/wizard/submission_verification_wizard_views.xml

@@ -0,0 +1,127 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<!--
+    Copyright 2024-2025 Nexa Systems Inc.
+    License OPL-1 (Odoo Proprietary License v1.0)
+    Part of the Fusion Claim Assistant product family.
+-->
+<odoo>
+    <!-- ===================================================================== -->
+    <!-- SUBMISSION VERIFICATION WIZARD FORM -->
+    <!-- ===================================================================== -->
+    <record id="view_submission_verification_wizard_form" model="ir.ui.view">
+        <field name="name">fusion_claims.submission.verification.wizard.form</field>
+        <field name="model">fusion_claims.submission.verification.wizard</field>
+        <field name="arch" type="xml">
+            <form string="ADP Submission Verification">
+                <field name="sale_order_id" invisible="1"/>
+                
+                <sheet>
+                    <div class="oe_title mb-3">
+                        <h2>
+                            <i class="fa fa-clipboard-check text-primary"/> 
+                            Stage 1: Submission Verification
+                        </h2>
+                    </div>
+                    
+                    <div class="alert alert-info mb-4" role="alert">
+                        <p class="mb-0">
+                            <strong>Instructions:</strong> Select which device types are being submitted 
+                            in the ADP application. This selection will be compared against the 
+                            approval letter during Stage 2 verification.
+                        </p>
+                    </div>
+                    
+                    <group col="4" class="mb-4">
+                        <group colspan="2">
+                            <div class="d-flex align-items-center">
+                                <span class="badge bg-secondary fs-5 me-2">
+                                    <field name="total_device_types" nolabel="1"/>
+                                </span>
+                                <span class="text-muted">Total Device Types</span>
+                            </div>
+                        </group>
+                        <group colspan="2">
+                            <div class="d-flex align-items-center">
+                                <span class="badge bg-success fs-5 me-2">
+                                    <field name="selected_device_types" nolabel="1"/>
+                                </span>
+                                <span class="text-muted">Selected for Submission</span>
+                            </div>
+                        </group>
+                    </group>
+                    
+                    <field name="is_submit_mode" invisible="1"/>
+                    <field name="device_type_mapping" invisible="1"/>
+                    
+                    <notebook>
+                        <page string="Device Types" name="device_types">
+                            <field name="line_ids" nolabel="1">
+                                <list string="Device Types" editable="bottom" create="0" delete="0"
+                                      decoration-success="selected" decoration-muted="not selected">
+                                    <field name="selected" string="Submit" widget="boolean_toggle"/>
+                                    <field name="device_type" string="Device Type" readonly="1" force_save="1"/>
+                                    <field name="product_count" string="Products" readonly="1" force_save="1"/>
+                                    <field name="adp_portion" string="ADP Portion" widget="monetary" readonly="1" force_save="1"/>
+                                    <field name="total_amount" string="Total Amount" widget="monetary" readonly="1" force_save="1"/>
+                                    <field name="currency_id" column_invisible="1"/>
+                                </list>
+                            </field>
+                        </page>
+                        <page string="Product Details" name="product_details">
+                            <field name="line_ids" nolabel="1" readonly="1">
+                                <list string="Product Details" create="0" delete="0"
+                                      decoration-success="selected" decoration-muted="not selected">
+                                    <field name="selected" string="✓" readonly="1"/>
+                                    <field name="device_type" string="Device Type"/>
+                                    <field name="product_details" string="Products Included"/>
+                                    <field name="currency_id" column_invisible="1"/>
+                                </list>
+                            </field>
+                        </page>
+                        <!-- Document Upload tab - only visible in Submit Application mode -->
+                        <page string="Upload Documents" name="documents" invisible="not is_submit_mode">
+                            <div class="alert alert-warning mb-3" role="alert">
+                                <strong><i class="fa fa-upload"/> Upload Required Documents</strong>
+                                <p class="mb-0">Please upload the final application and XML file for ADP submission.</p>
+                            </div>
+                            <group>
+                                <group string="Final Application (PDF)">
+                                    <field name="final_application" filename="final_application_filename"
+                                           widget="binary" required="is_submit_mode"/>
+                                    <field name="final_application_filename" invisible="1"/>
+                                </group>
+                                <group string="XML Data File">
+                                    <field name="xml_file" filename="xml_filename"
+                                           widget="binary" required="is_submit_mode"/>
+                                    <field name="xml_filename" invisible="1"/>
+                                </group>
+                            </group>
+                        </page>
+                    </notebook>
+                </sheet>
+                
+                <footer>
+                    <button name="action_select_all" type="object" 
+                            string="Select All" class="btn-outline-secondary"
+                            icon="fa-check-square-o"/>
+                    <button name="action_confirm_submission" type="object" 
+                            string="Confirm Submission" class="btn-primary"
+                            icon="fa-paper-plane"/>
+                    <button string="Cancel" class="btn-secondary" special="cancel"/>
+                </footer>
+            </form>
+        </field>
+    </record>
+    
+    <!-- ===================================================================== -->
+    <!-- ACTION TO OPEN WIZARD -->
+    <!-- ===================================================================== -->
+    <record id="action_submission_verification_wizard" model="ir.actions.act_window">
+        <field name="name">Verify Submission</field>
+        <field name="res_model">fusion_claims.submission.verification.wizard</field>
+        <field name="view_mode">form</field>
+        <field name="target">new</field>
+        <field name="binding_model_id" ref="sale.model_sale_order"/>
+        <field name="binding_view_types">form</field>
+    </record>
+</odoo>

fusion_claims/wizard/temp_serial_migration_views.xml

@@ -0,0 +1 @@
+ 

fusion_claims/wizard/xml_import_wizard.py

@@ -0,0 +1,107 @@
+# -*- coding: utf-8 -*-
+# Copyright 2024-2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+import base64
+import logging
+
+from odoo import api, fields, models
+from odoo.exceptions import UserError
+
+_logger = logging.getLogger(__name__)
+
+
+class FusionXmlImportWizard(models.TransientModel):
+    _name = 'fusion.xml.import.wizard'
+    _description = 'Import ADP XML Files'
+
+    xml_files = fields.Many2many(
+        'ir.attachment', string='XML Files',
+        help='Select one or more ADP XML data files to import',
+    )
+    result_message = fields.Text(string='Import Results', readonly=True)
+    state = fields.Selection([
+        ('draft', 'Upload'),
+        ('done', 'Done'),
+    ], default='draft')
+
+    def action_import(self):
+        """Process uploaded XML files and create client profiles."""
+        self.ensure_one()
+        if not self.xml_files:
+            raise UserError('Please upload at least one XML file.')
+
+        parser = self.env['fusion.xml.parser']
+        created = 0
+        updated = 0
+        errors = []
+
+        for attachment in self.xml_files:
+            try:
+                xml_content = base64.b64decode(attachment.datas).decode('utf-8')
+
+                # Check if profile already exists by parsing health card from XML
+                import xml.etree.ElementTree as ET
+                try:
+                    root = ET.fromstring(xml_content)
+                except ET.ParseError:
+                    errors.append(f'{attachment.name}: Could not parse XML')
+                    continue
+                form = root.find('Form')
+                if form is None:
+                    errors.append(f'{attachment.name}: No Form element in XML')
+                    continue
+
+                s1 = form.find('section1')
+                health_card = ''
+                if s1 is not None:
+                    hc_el = s1.find('healthNo')
+                    if hc_el is not None and hc_el.text:
+                        health_card = hc_el.text.strip()
+
+                existing = False
+                if health_card:
+                    existing = self.env['fusion.client.profile'].search([
+                        ('health_card_number', '=', health_card),
+                    ], limit=1)
+
+                profile, app_data = parser.parse_and_create(xml_content)
+                if not profile:
+                    errors.append(f'{attachment.name}: Could not create profile')
+                    continue
+
+                if existing:
+                    updated += 1
+                else:
+                    created += 1
+
+                _logger.info(
+                    'Imported XML %s -> Profile: %s (ID: %s)',
+                    attachment.name, profile.display_name, profile.id,
+                )
+            except Exception as e:
+                errors.append(f'{attachment.name}: {str(e)}')
+                _logger.exception('Error importing XML file %s', attachment.name)
+
+        # Build result message
+        lines = [
+            f'Import Complete!',
+            f'- Profiles created: {created}',
+            f'- Profiles updated: {updated}',
+            f'- Total files processed: {created + updated}',
+        ]
+        if errors:
+            lines.append(f'\nErrors ({len(errors)}):')
+            for err in errors:
+                lines.append(f'  - {err}')
+
+        self.result_message = '\n'.join(lines)
+        self.state = 'done'
+
+        return {
+            'type': 'ir.actions.act_window',
+            'res_model': 'fusion.xml.import.wizard',
+            'view_mode': 'form',
+            'res_id': self.id,
+            'target': 'new',
+        }

fusion_claims/wizard/xml_import_wizard_views.xml

@@ -0,0 +1,41 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<odoo>
+    <record id="view_fusion_xml_import_wizard_form" model="ir.ui.view">
+        <field name="name">fusion.xml.import.wizard.form</field>
+        <field name="model">fusion.xml.import.wizard</field>
+        <field name="arch" type="xml">
+            <form string="Import ADP XML Files">
+                <group invisible="state != 'draft'">
+                    <group>
+                        <field name="xml_files" widget="many2many_binary" string="XML Files"/>
+                    </group>
+                    <div class="alert alert-info" role="alert">
+                        <strong>Import ADP XML Data Files</strong>
+                        <p class="mb-0">
+                            Upload one or more XML data files exported from ADP applications.
+                            The system will parse each file and create or update client profiles
+                            with personal information, medical conditions, device details, and
+                            authorizer information.
+                        </p>
+                    </div>
+                </group>
+                <group invisible="state != 'done'">
+                    <field name="result_message" widget="text" nolabel="1" colspan="2"/>
+                </group>
+                <field name="state" invisible="1"/>
+                <footer>
+                    <button string="Import" name="action_import" type="object"
+                            class="btn-primary" invisible="state != 'draft'"/>
+                    <button string="Close" class="btn-secondary" special="cancel"/>
+                </footer>
+            </form>
+        </field>
+    </record>
+
+    <record id="action_xml_import_wizard" model="ir.actions.act_window">
+        <field name="name">Import XML Files</field>
+        <field name="res_model">fusion.xml.import.wizard</field>
+        <field name="view_mode">form</field>
+        <field name="target">new</field>
+    </record>
+</odoo>