chnages

fusion_helpdesk/__init__.py

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+# -*- coding: utf-8 -*-
+from . import controllers
+from . import models

fusion_helpdesk/__manifest__.py

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+# -*- coding: utf-8 -*-
+# Copyright 2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+{
+    'name': 'Fusion Helpdesk Reporter',
+    'version': '19.0.1.2.0',
+    'category': 'Productivity',
+    'summary': 'One-click in-app bug reporting & feature requesting — '
+               'auto-creates a helpdesk.ticket on a central Odoo Helpdesk.',
+    'description': """
+Fusion Helpdesk Reporter
+========================
+A standalone module that gives every backend user a quick "Report an
+Issue / Request a Feature" button in the Odoo top systray.
+
+Submissions are forwarded over JSON-RPC / XML-RPC to a central Odoo
+instance (typically the support shop's main Odoo) and become
+`helpdesk.ticket` records with screenshots, file attachments, and
+diagnostic context (URL, user agent, current user/company, error
+code) automatically captured.
+
+Designed to ship alongside any other Fusion / Nexa Systems client
+module bundle. No dependencies on the rest of Fusion Plating.
+    """,
+    'author': 'Nexa Systems Inc.',
+    'website': 'https://www.nexasystems.ca',
+    'license': 'OPL-1',
+    'depends': ['base', 'web', 'mail'],
+    'data': [
+        'security/ir.model.access.csv',
+        'data/ir_config_parameter_data.xml',
+        'views/res_config_settings_views.xml',
+    ],
+    'assets': {
+        'web.assets_backend': [
+            'fusion_helpdesk/static/src/scss/fusion_helpdesk.scss',
+            'fusion_helpdesk/static/src/xml/fusion_helpdesk_systray.xml',
+            'fusion_helpdesk/static/src/xml/fusion_helpdesk_dialog.xml',
+            'fusion_helpdesk/static/src/js/fusion_helpdesk_systray.js',
+            'fusion_helpdesk/static/src/js/fusion_helpdesk_dialog.js',
+        ],
+    },
+    'images': ['static/description/icon.png'],
+    'installable': True,
+    'auto_install': False,
+    'application': False,
+}

fusion_helpdesk/controllers/__init__.py

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+# -*- coding: utf-8 -*-
+from . import main

fusion_helpdesk/controllers/main.py

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+# -*- coding: utf-8 -*-
+# Copyright 2026 Nexa Systems Inc.
+# License OPL-1
+"""HTTP routes for the Fusion Helpdesk Reporter.
+
+`/fusion_helpdesk/submit` accepts the dialog payload, forwards it to a
+remote Odoo Helpdesk over XML-RPC, attaches uploaded files +
+screenshot, and returns the resulting ticket id/url to the OWL dialog.
+
+Why XML-RPC and not JSON-RPC? Helpdesk's external API surface is
+exposed via Odoo's standard `/xmlrpc/2/object` endpoint which is
+the most stable cross-version contract. JSON-RPC `/jsonrpc` works
+too but historically had quirkier error handling on file payloads.
+"""
+import base64
+import logging
+import socket
+import ssl
+import xmlrpc.client
+from urllib.parse import urljoin, urlparse
+
+from odoo import _, http
+from odoo.exceptions import UserError
+from odoo.http import request
+
+_logger = logging.getLogger(__name__)
+
+
+class FusionHelpdeskController(http.Controller):
+
+    @http.route(
+        '/fusion_helpdesk/submit',
+        type='jsonrpc', auth='user', methods=['POST'],
+    )
+    def submit(self, kind, subject, description,
+               error_code=None, attachments=None,
+               page_url=None, user_agent=None):
+        """Forward a bug report or feature request to the central Odoo
+        Helpdesk and return {ok, ticket_id, ticket_url, error}.
+
+        Args:
+            kind: 'bug' or 'feature'.
+            subject: short title.
+            description: long-form. May contain HTML or plain text.
+            error_code: optional traceback / error string.
+            attachments: list of {name, mimetype, data_b64} dicts.
+            page_url: client-side window.location.href at submit time.
+            user_agent: client-side navigator.userAgent.
+        """
+        cfg = self._read_config()
+        if not all([cfg['url'], cfg['db'], cfg['login'], cfg['password']]):
+            return {
+                'ok': False,
+                'error': 'config_missing',
+                'message': _(
+                    'Fusion Helpdesk is not fully configured. Ask an '
+                    'administrator to fill in the remote URL, database, '
+                    'login and password under Settings → Fusion Helpdesk.'
+                ),
+            }
+
+        # ---- Build the ticket payload ---------------------------------
+        prefix = ('[%s] ' % cfg['client_label']) if cfg['client_label'] else ''
+        kind_label = 'Bug Report' if kind == 'bug' else 'Feature Request'
+        full_subject = '%s%s: %s' % (prefix, kind_label, subject or '(untitled)')
+
+        body_parts = []
+        if description:
+            body_parts.append(
+                '<h4>Description</h4><div>%s</div>' % _html_escape(description)
+            )
+        if error_code:
+            body_parts.append(
+                '<h4>Error Code / Traceback</h4>'
+                '<pre style="background:#f5f5f5;padding:8px;border-radius:4px;'
+                'white-space:pre-wrap;">%s</pre>' % _html_escape(error_code)
+            )
+        body_parts.append(self._build_diag_block(page_url, user_agent))
+
+        ticket_vals = {
+            'name': full_subject,
+            'description': '\n'.join(body_parts),
+        }
+        if cfg['team_id']:
+            ticket_vals['team_id'] = cfg['team_id']
+
+        # ---- Talk to remote Odoo --------------------------------------
+        try:
+            uid, models_proxy = self._authenticate(cfg)
+        except _RemoteError as e:
+            return e.to_response()
+
+        try:
+            ticket_id = models_proxy.execute_kw(
+                cfg['db'], uid, cfg['password'],
+                'helpdesk.ticket', 'create', [ticket_vals],
+            )
+        except xmlrpc.client.Fault as e:
+            fault = (e.faultString or '').strip()
+            _logger.warning(
+                'fusion_helpdesk: helpdesk.ticket.create failed: %s',
+                fault,
+            )
+            # The Helpdesk app might not be installed on the remote.
+            if 'helpdesk.ticket' in fault and 'does not exist' in fault.lower():
+                return {
+                    'ok': False, 'error': 'helpdesk_not_installed',
+                    'message': _(
+                        'The Helpdesk app is not installed on the central '
+                        'Odoo at %s. Install the Helpdesk app there before '
+                        'submitting tickets.'
+                    ) % cfg['url'],
+                }
+            if 'access' in fault.lower() or 'rights' in fault.lower():
+                return {
+                    'ok': False, 'error': 'permission_denied',
+                    'message': _(
+                        'The remote service account "%s" does not have '
+                        'permission to create helpdesk tickets. Ask a '
+                        'central Odoo admin to grant Helpdesk Officer '
+                        'rights to that user.'
+                    ) % cfg['login'],
+                }
+            return {
+                'ok': False, 'error': 'create_failed',
+                'message': _('The remote Helpdesk rejected the ticket: %s'
+                             ) % fault,
+            }
+        except (socket.timeout, OSError, ssl.SSLError) as e:
+            _logger.warning(
+                'fusion_helpdesk: ticket create network error: %s', e,
+            )
+            return _network_error_response(cfg['url'], e)
+
+        # ---- Push attachments -----------------------------------------
+        attached = 0
+        for att in attachments or []:
+            data_b64 = (att or {}).get('data_b64')
+            name = (att or {}).get('name') or 'attachment.bin'
+            mimetype = (att or {}).get('mimetype') or 'application/octet-stream'
+            if not data_b64:
+                continue
+            try:
+                models_proxy.execute_kw(
+                    cfg['db'], uid, cfg['password'],
+                    'ir.attachment', 'create', [{
+                        'name': name,
+                        'datas': data_b64,
+                        'res_model': 'helpdesk.ticket',
+                        'res_id': ticket_id,
+                        'mimetype': mimetype,
+                    }],
+                )
+                attached += 1
+            except xmlrpc.client.Fault as e:
+                _logger.warning(
+                    'fusion_helpdesk: attachment "%s" upload failed: %s',
+                    name, e.faultString,
+                )
+
+        ticket_url = urljoin(
+            cfg['url'].rstrip('/') + '/',
+            'odoo/helpdesk/%s' % ticket_id,
+        )
+        _logger.info(
+            'fusion_helpdesk: created remote ticket #%s (%s attachments) '
+            'on %s for user %s',
+            ticket_id, attached, cfg['url'],
+            request.env.user.login,
+        )
+        return {
+            'ok': True,
+            'ticket_id': ticket_id,
+            'ticket_url': ticket_url,
+            'attached': attached,
+        }
+
+    # ------------------------------------------------------------------
+    def _read_config(self):
+        """Return the active config as a plain dict. Run as sudo so
+        regular users can submit even without read-access on
+        ir.config_parameter (the password row is system-write but
+        readable by anyone with backend access)."""
+        ICP = request.env['ir.config_parameter'].sudo()
+        return {
+            'url': (ICP.get_param('fusion_helpdesk.remote_url') or '').strip(),
+            'db': (ICP.get_param('fusion_helpdesk.remote_db') or '').strip(),
+            'login': (ICP.get_param('fusion_helpdesk.remote_login') or '').strip(),
+            'password': ICP.get_param('fusion_helpdesk.remote_password') or '',
+            'team_id': int(
+                ICP.get_param('fusion_helpdesk.remote_team_id') or 0
+            ) or False,
+            'client_label': (
+                ICP.get_param('fusion_helpdesk.client_label') or ''
+            ).strip(),
+        }
+
+    def _authenticate(self, cfg):
+        """Authenticate against the remote and return (uid, models_proxy).
+
+        Raises _RemoteError with a granular `error` code and a friendly
+        end-user message so the dialog can show what actually broke
+        (network vs. credentials vs. server problem).
+        """
+        url = cfg['url'].rstrip('/')
+        try:
+            common = xmlrpc.client.ServerProxy(
+                '%s/xmlrpc/2/common' % url, allow_none=True,
+            )
+            try:
+                uid = common.authenticate(
+                    cfg['db'], cfg['login'], cfg['password'], {},
+                )
+            except xmlrpc.client.ProtocolError as e:
+                # Server returned an HTTP error status.
+                _logger.warning(
+                    'fusion_helpdesk: HTTP %s from %s during authenticate: %s',
+                    e.errcode, url, e.errmsg,
+                )
+                if e.errcode in (401, 403):
+                    raise _RemoteError(
+                        'auth_failed',
+                        _('The central Odoo at %s rejected the login. '
+                          'Check the Service Login and API Key in '
+                          'Settings → Fusion Helpdesk.') % url,
+                    )
+                if e.errcode == 404:
+                    raise _RemoteError(
+                        'endpoint_not_found',
+                        _('The XML-RPC endpoint at %s/xmlrpc/2/common '
+                          'returned 404. Verify the Remote URL points '
+                          'at an Odoo server (no trailing path).') % url,
+                    )
+                raise _RemoteError(
+                    'remote_http_error',
+                    _('The central Odoo returned HTTP %(code)s while '
+                      'authenticating. Try again, or check that '
+                      '%(url)s is reachable from a browser.'
+                    ) % {'code': e.errcode, 'url': url},
+                )
+            except xmlrpc.client.Fault as e:
+                # Server-side application error — usually wrong DB name.
+                fault = (e.faultString or '').strip()
+                _logger.warning(
+                    'fusion_helpdesk: XML-RPC fault during authenticate: %s',
+                    fault,
+                )
+                if 'database' in fault.lower() and (
+                    'not exist' in fault.lower() or 'unknown' in fault.lower()
+                ):
+                    raise _RemoteError(
+                        'wrong_database',
+                        _('Database "%(db)s" does not exist on %(url)s. '
+                          'Verify the Remote DB in Settings → Fusion '
+                          'Helpdesk.') % {'db': cfg['db'], 'url': url},
+                    )
+                raise _RemoteError(
+                    'auth_failed',
+                    _('The central Odoo rejected authentication: %s'
+                    ) % fault,
+                )
+            except ssl.SSLError as e:
+                _logger.warning(
+                    'fusion_helpdesk: TLS error against %s: %s', url, e,
+                )
+                raise _RemoteError(
+                    'tls_error',
+                    _('TLS / SSL handshake with %(url)s failed: '
+                      '%(msg)s. Either the server cert is invalid or '
+                      'the system cert store on this host is out of '
+                      'date.') % {'url': url, 'msg': str(e)},
+                )
+            except socket.gaierror as e:
+                _logger.warning(
+                    'fusion_helpdesk: DNS lookup failed for %s: %s', url, e,
+                )
+                raise _RemoteError(
+                    'dns_error',
+                    _('Could not resolve "%(host)s". Check Settings → '
+                      'Fusion Helpdesk → Remote URL, or your server\'s '
+                      'DNS / outbound network.'
+                    ) % {'host': urlparse(url).hostname or url},
+                )
+            except (ConnectionRefusedError, socket.timeout) as e:
+                _logger.warning(
+                    'fusion_helpdesk: connection problem to %s: %s', url, e,
+                )
+                raise _RemoteError(
+                    'unreachable',
+                    _('Could not reach %(url)s — connection refused or '
+                      'timed out. Check that this server can make '
+                      'outbound HTTPS to %(host)s (firewall, proxy).'
+                    ) % {'url': url, 'host': urlparse(url).hostname or url},
+                )
+            except OSError as e:
+                # Catch-all for socket / network issues we didn't classify.
+                _logger.warning(
+                    'fusion_helpdesk: network error to %s: %s', url, e,
+                )
+                raise _RemoteError(
+                    'unreachable',
+                    _('Network error reaching %(url)s: %(msg)s. Verify '
+                      'this server has outbound internet access.'
+                    ) % {'url': url, 'msg': str(e)},
+                )
+        except _RemoteError:
+            raise
+        except Exception as e:
+            _logger.exception(
+                'fusion_helpdesk: unexpected error during authenticate '
+                'against %s', url,
+            )
+            raise _RemoteError(
+                'unknown_error',
+                _('Unexpected error contacting the central Helpdesk: %s'
+                ) % str(e),
+            )
+
+        if not uid:
+            raise _RemoteError(
+                'auth_failed',
+                _('The central Odoo at %(url)s did not accept the '
+                  'login "%(login)s". Verify the Service Login and '
+                  'API Key in Settings → Fusion Helpdesk.'
+                ) % {'url': url, 'login': cfg['login']},
+            )
+
+        models_proxy = xmlrpc.client.ServerProxy(
+            '%s/xmlrpc/2/object' % url, allow_none=True,
+        )
+        return uid, models_proxy
+
+    def _build_diag_block(self, page_url, user_agent):
+        env = request.env
+        company = env.company
+        user = env.user
+        rows = [
+            ('User', '%s (#%s, %s)' % (user.name, user.id, user.login)),
+            ('Company', '%s (#%s)' % (company.name, company.id)),
+            ('Source page', page_url or '—'),
+            ('User agent', user_agent or '—'),
+            ('Source DB', request.env.cr.dbname),
+            ('Source host', request.httprequest.host_url),
+        ]
+        body = '<h4>Diagnostic context</h4><table>'
+        for k, v in rows:
+            body += (
+                '<tr><td style="padding:2px 8px;color:#666;">%s</td>'
+                '<td style="padding:2px 8px;"><code>%s</code></td></tr>'
+            ) % (_html_escape(k), _html_escape(str(v)))
+        body += '</table>'
+        return body
+
+
+def _html_escape(s):
+    return (
+        (s or '')
+        .replace('&', '&amp;')
+        .replace('<', '&lt;')
+        .replace('>', '&gt;')
+    )
+
+
+class _RemoteError(Exception):
+    """Typed wrapper that carries an `error` code + a friendly message
+    so the dialog can show the right thing."""
+    def __init__(self, code, message):
+        super().__init__(message)
+        self.code = code
+        self.message = message
+
+    def to_response(self):
+        return {'ok': False, 'error': self.code, 'message': self.message}
+
+
+def _network_error_response(url, err):
+    """Map a raw network exception raised mid-RPC into the same
+    response shape the dialog already knows how to render."""
+    host = urlparse(url).hostname or url
+    if isinstance(err, ssl.SSLError):
+        return {
+            'ok': False, 'error': 'tls_error',
+            'message': _('TLS / SSL error talking to %(url)s: %(msg)s'
+                       ) % {'url': url, 'msg': str(err)},
+        }
+    if isinstance(err, socket.gaierror):
+        return {
+            'ok': False, 'error': 'dns_error',
+            'message': _('Could not resolve "%s" — check DNS / outbound network.'
+                       ) % host,
+        }
+    if isinstance(err, socket.timeout):
+        return {
+            'ok': False, 'error': 'unreachable',
+            'message': _('Timed out talking to %s — check the firewall '
+                         'allows outbound HTTPS.') % url,
+        }
+    return {
+        'ok': False, 'error': 'unreachable',
+        'message': _('Network error talking to %(url)s: %(msg)s'
+                   ) % {'url': url, 'msg': str(err)},
+    }

fusion_helpdesk/data/ir_config_parameter_data.xml

@@ -0,0 +1,32 @@
+<?xml version="1.0" encoding="utf-8"?>
+<!--
+    Copyright 2026 Nexa Systems Inc.
+    License OPL-1
+
+    Defaults for the Fusion Helpdesk Reporter. noupdate=1 so admins
+    can override on the Settings page without losing their values
+    on `-u`.
+-->
+<odoo noupdate="1">
+
+    <record id="fhd_default_remote_url" model="ir.config_parameter">
+        <field name="key">fusion_helpdesk.remote_url</field>
+        <field name="value">https://erp.nexasystems.ca</field>
+    </record>
+
+    <record id="fhd_default_remote_db" model="ir.config_parameter">
+        <field name="key">fusion_helpdesk.remote_db</field>
+        <field name="value">nexamain</field>
+    </record>
+
+    <record id="fhd_default_remote_login" model="ir.config_parameter">
+        <field name="key">fusion_helpdesk.remote_login</field>
+        <field name="value">helpdesk_bot@nexasystems.ca</field>
+    </record>
+
+    <record id="fhd_default_client_label" model="ir.config_parameter">
+        <field name="key">fusion_helpdesk.client_label</field>
+        <field name="value"></field>
+    </record>
+
+</odoo>

fusion_helpdesk/models/__init__.py

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

fusion_helpdesk/models/res_config_settings.py

@@ -0,0 +1,52 @@
+# -*- coding: utf-8 -*-
+# Copyright 2026 Nexa Systems Inc.
+# License OPL-1
+"""Configuration for the Fusion Helpdesk Reporter.
+
+Stores the central Odoo Helpdesk endpoint that submissions are
+forwarded to. Defaults point at erp.nexasystems.ca / nexamain;
+each client deployment can override per system parameter.
+"""
+from odoo import api, fields, models
+
+
+class ResConfigSettings(models.TransientModel):
+    _inherit = 'res.config.settings'
+
+    fhd_remote_url = fields.Char(
+        string='Helpdesk Remote URL',
+        config_parameter='fusion_helpdesk.remote_url',
+        help='Base URL of the central Odoo running the Helpdesk app, '
+             'e.g. https://erp.nexasystems.ca',
+    )
+    fhd_remote_db = fields.Char(
+        string='Helpdesk Remote DB',
+        config_parameter='fusion_helpdesk.remote_db',
+        help='Database name on the remote Odoo (e.g. nexamain).',
+    )
+    fhd_remote_login = fields.Char(
+        string='Helpdesk Remote Login',
+        config_parameter='fusion_helpdesk.remote_login',
+        help='Service-account login on the remote Odoo. Needs create '
+             'rights on helpdesk.ticket and ir.attachment.',
+    )
+    fhd_remote_password = fields.Char(
+        string='Helpdesk Remote Password / API Key',
+        config_parameter='fusion_helpdesk.remote_password',
+        help='Service-account password or API key. Stored in '
+             'ir.config_parameter — restrict read access if needed.',
+    )
+    fhd_remote_team_id = fields.Integer(
+        string='Helpdesk Team ID',
+        config_parameter='fusion_helpdesk.remote_team_id',
+        help='Optional. ID of the helpdesk.team on the remote that '
+             'should own all incoming tickets. Leave blank to use '
+             'the remote default routing.',
+    )
+    fhd_client_label = fields.Char(
+        string='Client Label (auto-prepended to subject)',
+        config_parameter='fusion_helpdesk.client_label',
+        help='Short tag prefixed onto the ticket subject so support '
+             'can tell which client deployment a ticket came from. '
+             'e.g. "ENTECH" → "[ENTECH] My subject"',
+    )

fusion_helpdesk/security/ir.model.access.csv

@@ -0,0 +1 @@
+id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink

fusion_helpdesk/static/src/js/fusion_helpdesk_dialog.js

@@ -0,0 +1,244 @@
+/** @odoo-module **/
+// Fusion Helpdesk — submission dialog. Lets the user pick Bug or
+// Feature, fill in subject + description, paste an error code, attach
+// files, and capture a screenshot via the browser's getDisplayMedia
+// API. On submit, the payload is POSTed to /fusion_helpdesk/submit
+// which forwards it (XML-RPC) to a central Odoo Helpdesk.
+
+import { Component, useState } from "@odoo/owl";
+import { Dialog } from "@web/core/dialog/dialog";
+import { rpc } from "@web/core/network/rpc";
+import { useService } from "@web/core/utils/hooks";
+import { _t } from "@web/core/l10n/translation";
+
+const MAX_BYTES_PER_FILE = 10 * 1024 * 1024; // 10 MB hard cap per file
+
+export class FusionHelpdeskDialog extends Component {
+    static template = "fusion_helpdesk.Dialog";
+    static components = { Dialog };
+    static props = {
+        close: Function,
+    };
+
+    setup() {
+        this.notification = useService("notification");
+        this.state = useState({
+            kind: "bug",            // 'bug' | 'feature'
+            subject: "",
+            description: "",
+            errorCode: "",
+            attachments: [],        // [{name, mimetype, sizeLabel, iconClass, data_b64}]
+            capturing: false,
+            submitting: false,
+            error: "",
+            success: false,
+            ticketId: null,
+            ticketUrl: "",
+            attached: 0,
+        });
+    }
+
+    get dialogTitle() {
+        return this.state.kind === "bug"
+            ? _t("Report a Bug")
+            : _t("Request a Feature");
+    }
+
+    setKind(kind) {
+        this.state.kind = kind;
+    }
+
+    // ------------------------------------------------------------------
+    // File input → b64
+    async onFilesPicked(ev) {
+        const files = Array.from(ev.target.files || []);
+        for (const f of files) {
+            if (f.size > MAX_BYTES_PER_FILE) {
+                this.notification.add(
+                    _t("File '%s' is over 10 MB and was skipped.").replace("%s", f.name),
+                    { type: "warning" }
+                );
+                continue;
+            }
+            try {
+                const b64 = await this._fileToB64(f);
+                this._addAttachment({
+                    name: f.name,
+                    mimetype: f.type || "application/octet-stream",
+                    data_b64: b64,
+                    rawSize: f.size,
+                });
+            } catch (err) {
+                this.notification.add(
+                    _t("Could not read '%s'.").replace("%s", f.name),
+                    { type: "danger" }
+                );
+            }
+        }
+        // Reset the input so picking the same file again re-fires onchange.
+        ev.target.value = "";
+    }
+
+    _fileToB64(file) {
+        return new Promise((resolve, reject) => {
+            const reader = new FileReader();
+            reader.onload = () => {
+                const result = reader.result || "";
+                const idx = result.indexOf(",");
+                resolve(idx >= 0 ? result.slice(idx + 1) : result);
+            };
+            reader.onerror = reject;
+            reader.readAsDataURL(file);
+        });
+    }
+
+    // ------------------------------------------------------------------
+    // Screenshot capture via getDisplayMedia
+    async onTakeScreenshot() {
+        if (!navigator.mediaDevices || !navigator.mediaDevices.getDisplayMedia) {
+            this.notification.add(
+                _t("Your browser doesn't support screen capture. Use Attach files instead."),
+                { type: "warning" }
+            );
+            return;
+        }
+        this.state.capturing = true;
+        let stream;
+        try {
+            stream = await navigator.mediaDevices.getDisplayMedia({
+                video: { displaySurface: "browser" },
+                audio: false,
+            });
+            const blob = await this._streamToBlob(stream);
+            const b64 = await this._blobToB64(blob);
+            const ts = new Date().toISOString().replace(/[:.]/g, "-");
+            this._addAttachment({
+                name: `screenshot-${ts}.png`,
+                mimetype: "image/png",
+                data_b64: b64,
+                rawSize: blob.size,
+            });
+        } catch (err) {
+            // User cancelled the picker — silently swallow. Other errors → notify.
+            if (err && err.name !== "NotAllowedError" && err.name !== "AbortError") {
+                this.notification.add(
+                    _t("Screenshot failed: %s").replace("%s", err.message || err),
+                    { type: "danger" }
+                );
+            }
+        } finally {
+            if (stream) {
+                stream.getTracks().forEach((t) => t.stop());
+            }
+            this.state.capturing = false;
+        }
+    }
+
+    async _streamToBlob(stream) {
+        const video = document.createElement("video");
+        video.srcObject = stream;
+        await video.play();
+        // Give the browser one frame to settle the picker chrome.
+        await new Promise((r) => requestAnimationFrame(() => requestAnimationFrame(r)));
+        const canvas = document.createElement("canvas");
+        canvas.width = video.videoWidth;
+        canvas.height = video.videoHeight;
+        const ctx = canvas.getContext("2d");
+        ctx.drawImage(video, 0, 0, canvas.width, canvas.height);
+        return await new Promise((resolve) =>
+            canvas.toBlob((b) => resolve(b), "image/png", 0.92)
+        );
+    }
+
+    _blobToB64(blob) {
+        return new Promise((resolve, reject) => {
+            const reader = new FileReader();
+            reader.onload = () => {
+                const result = reader.result || "";
+                const idx = result.indexOf(",");
+                resolve(idx >= 0 ? result.slice(idx + 1) : result);
+            };
+            reader.onerror = reject;
+            reader.readAsDataURL(blob);
+        });
+    }
+
+    _addAttachment({ name, mimetype, data_b64, rawSize }) {
+        this.state.attachments.push({
+            name,
+            mimetype,
+            data_b64,
+            sizeLabel: this._formatBytes(rawSize),
+            iconClass: this._iconForMime(mimetype),
+        });
+    }
+
+    removeAttachment(idx) {
+        this.state.attachments.splice(idx, 1);
+    }
+
+    _formatBytes(n) {
+        if (!n) return "";
+        if (n < 1024) return n + " B";
+        if (n < 1024 * 1024) return (n / 1024).toFixed(1) + " KB";
+        return (n / (1024 * 1024)).toFixed(1) + " MB";
+    }
+
+    _iconForMime(mt) {
+        mt = (mt || "").toLowerCase();
+        if (mt.startsWith("image/")) return "fa fa-file-image-o";
+        if (mt.startsWith("video/")) return "fa fa-file-video-o";
+        if (mt.startsWith("audio/")) return "fa fa-file-audio-o";
+        if (mt.includes("pdf")) return "fa fa-file-pdf-o";
+        if (mt.includes("zip") || mt.includes("tar") || mt.includes("rar")) return "fa fa-file-archive-o";
+        if (mt.includes("text")) return "fa fa-file-text-o";
+        return "fa fa-file-o";
+    }
+
+    // ------------------------------------------------------------------
+    // Submit
+    async onSubmit() {
+        if (this.state.submitting) return;
+        const subject = (this.state.subject || "").trim();
+        if (!subject) {
+            this.state.error = _t("Subject is required.");
+            return;
+        }
+        this.state.error = "";
+        this.state.success = false;
+        this.state.submitting = true;
+        try {
+            const payload = {
+                kind: this.state.kind,
+                subject,
+                description: this.state.description || "",
+                error_code: this.state.kind === "bug" ? this.state.errorCode || "" : "",
+                attachments: this.state.attachments.map((a) => ({
+                    name: a.name,
+                    mimetype: a.mimetype,
+                    data_b64: a.data_b64,
+                })),
+                page_url: window.location.href,
+                user_agent: navigator.userAgent,
+            };
+            const res = await rpc("/fusion_helpdesk/submit", payload);
+            if (!res.ok) {
+                this.state.error = res.message || _t("Submission failed.");
+            } else {
+                this.state.success = true;
+                this.state.ticketId = res.ticket_id;
+                this.state.ticketUrl = res.ticket_url;
+                this.state.attached = res.attached || 0;
+                // Reset the editable fields so user can file another if they want.
+                this.state.subject = "";
+                this.state.description = "";
+                this.state.errorCode = "";
+                this.state.attachments = [];
+            }
+        } catch (err) {
+            this.state.error = (err && err.message) || _t("Network error.");
+        } finally {
+            this.state.submitting = false;
+        }
+    }
+}

fusion_helpdesk/static/src/js/fusion_helpdesk_systray.js

@@ -0,0 +1,33 @@
+/** @odoo-module **/
+// Fusion Helpdesk — top systray icon. Sequence chosen so the icon
+// appears to the LEFT of the attendance check-in button. Odoo
+// systray ordering is by sequence ascending (lower = leftmost in the
+// systray bar). hr_attendance ships at sequence 100, so we use 99.
+
+import { Component } from "@odoo/owl";
+import { registry } from "@web/core/registry";
+import { useService } from "@web/core/utils/hooks";
+import { FusionHelpdeskDialog } from "./fusion_helpdesk_dialog";
+
+class FusionHelpdeskSystray extends Component {
+    static template = "fusion_helpdesk.SystrayItem";
+    static props = {};
+
+    setup() {
+        this.dialog = useService("dialog");
+    }
+
+    onClick() {
+        this.dialog.add(FusionHelpdeskDialog, {});
+    }
+}
+
+export const fusionHelpdeskSystrayItem = {
+    Component: FusionHelpdeskSystray,
+};
+
+registry
+    .category("systray")
+    .add("fusion_helpdesk.report_button", fusionHelpdeskSystrayItem, {
+        sequence: 99,
+    });

fusion_helpdesk/static/src/scss/fusion_helpdesk.scss

@@ -0,0 +1,172 @@
+// Fusion Helpdesk Reporter — systray button + dialog styling.
+// Dark-mode aware via Odoo's $o-webclient-color-scheme branch.
+
+$o-webclient-color-scheme: bright !default;
+
+$_fhd-text-hex: #21252b;
+$_fhd-muted-hex: #6c757d;
+$_fhd-bg-hex: #ffffff;
+$_fhd-border-hex: #d8dadd;
+$_fhd-hover-hex: #f3f4f6;
+$_fhd-accent-hex: #2c89e9;
+
+@if $o-webclient-color-scheme == dark {
+    $_fhd-text-hex: #e6e9ef !global;
+    $_fhd-muted-hex: #9aa3ad !global;
+    $_fhd-bg-hex: #22262d !global;
+    $_fhd-border-hex: #3a3f47 !global;
+    $_fhd-hover-hex: #2c313a !global;
+    $_fhd-accent-hex: #4ea3ff !global;
+}
+
+$fhd-text:   var(--fhd-text, $_fhd-text-hex);
+$fhd-muted:  var(--fhd-muted, $_fhd-muted-hex);
+$fhd-bg:     var(--fhd-bg, $_fhd-bg-hex);
+$fhd-border: var(--fhd-border, $_fhd-border-hex);
+$fhd-hover:  var(--fhd-hover, $_fhd-hover-hex);
+$fhd-accent: var(--fhd-accent, $_fhd-accent-hex);
+
+// Systray icon
+.o_fhd_systray {
+    .o_fhd_systray_btn {
+        background: transparent;
+        border: none;
+        padding: 0 0.5rem;
+        line-height: 1;
+        cursor: pointer;
+        display: inline-flex;
+        align-items: center;
+
+        &:hover .o_fhd_systray_img {
+            transform: scale(1.08);
+            filter: drop-shadow(0 0 2px rgba(78, 163, 255, 0.45));
+        }
+    }
+
+    .o_fhd_systray_img {
+        height: 22px;
+        width: 22px;
+        object-fit: contain;
+        transition: transform 120ms ease, filter 120ms ease;
+    }
+
+    // Hide the dropdown caret Bootstrap injects.
+    .dropdown-toggle::after { display: none; }
+}
+
+// Dialog
+.o_fhd_dialog {
+    color: $fhd-text;
+
+    .o_fhd_kind_row {
+        display: flex;
+        gap: 0.5rem;
+        margin-bottom: 1rem;
+    }
+
+    .o_fhd_kind_chip {
+        flex: 1;
+        padding: 0.6rem 0.75rem;
+        background-color: $fhd-bg;
+        border: 1px solid $fhd-border;
+        border-radius: 6px;
+        color: $fhd-text;
+        cursor: pointer;
+        font-weight: 500;
+
+        &:hover { background-color: $fhd-hover; }
+
+        &.o_fhd_kind_active {
+            border-color: $fhd-accent;
+            color: $fhd-accent;
+            background-color: rgba(44, 137, 233, 0.10);
+        }
+    }
+
+    .o_fhd_field {
+        margin-bottom: 0.85rem;
+
+        > label {
+            display: block;
+            font-weight: 500;
+            margin-bottom: 0.25rem;
+            color: $fhd-text;
+        }
+    }
+
+    .o_fhd_hint {
+        font-weight: 400;
+        font-size: 0.8rem;
+        color: $fhd-muted;
+        margin-left: 0.4rem;
+    }
+
+    .o_fhd_mono {
+        font-family: ui-monospace, "SFMono-Regular", "Menlo", "Consolas", monospace;
+        font-size: 0.85rem;
+    }
+
+    .o_fhd_actions_row {
+        display: flex;
+        gap: 0.5rem;
+        flex-wrap: wrap;
+    }
+
+    .o_fhd_btn {
+        display: inline-flex;
+        align-items: center;
+        padding: 0.4rem 0.8rem;
+        border-radius: 4px;
+        cursor: pointer;
+        font-size: 0.9rem;
+        border: 1px solid $fhd-border;
+        background-color: $fhd-bg;
+        color: $fhd-text;
+
+        &:hover:not(:disabled) { background-color: $fhd-hover; }
+
+        &:disabled { opacity: 0.6; cursor: default; }
+    }
+
+    .o_fhd_attach_list {
+        display: flex;
+        flex-direction: column;
+        gap: 4px;
+        margin-top: 0.5rem;
+    }
+
+    .o_fhd_attach_item {
+        display: flex;
+        align-items: center;
+        gap: 0.5rem;
+        padding: 0.35rem 0.6rem;
+        background-color: $fhd-hover;
+        border: 1px solid $fhd-border;
+        border-radius: 4px;
+        font-size: 0.85rem;
+    }
+
+    .o_fhd_attach_name {
+        flex: 1;
+        white-space: nowrap;
+        overflow: hidden;
+        text-overflow: ellipsis;
+    }
+
+    .o_fhd_attach_size {
+        color: $fhd-muted;
+        font-variant-numeric: tabular-nums;
+    }
+
+    .o_fhd_attach_remove {
+        background: transparent;
+        border: none;
+        color: $fhd-muted;
+        cursor: pointer;
+        font-size: 1.1rem;
+        line-height: 1;
+        padding: 0 0.25rem;
+
+        &:hover { color: #d32f2f; }
+    }
+}

fusion_helpdesk/static/src/xml/fusion_helpdesk_dialog.xml

@@ -0,0 +1,110 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<templates xml:space="preserve">
+
+    <t t-name="fusion_helpdesk.Dialog">
+        <Dialog title="dialogTitle" size="'lg'">
+            <div class="o_fhd_dialog">
+                <!-- Kind selector -->
+                <div class="o_fhd_kind_row">
+                    <button type="button"
+                            class="o_fhd_kind_chip"
+                            t-att-class="{ 'o_fhd_kind_active': state.kind === 'bug' }"
+                            t-on-click="() => this.setKind('bug')">
+                        <i class="fa fa-bug me-1"/> Report a Bug
+                    </button>
+                    <button type="button"
+                            class="o_fhd_kind_chip"
+                            t-att-class="{ 'o_fhd_kind_active': state.kind === 'feature' }"
+                            t-on-click="() => this.setKind('feature')">
+                        <i class="fa fa-lightbulb-o me-1"/> Request a Feature
+                    </button>
+                </div>
+
+                <!-- Subject -->
+                <div class="o_fhd_field">
+                    <label>Subject *</label>
+                    <input type="text" class="form-control"
+                           t-att-value="state.subject"
+                           t-on-input="(ev) => state.subject = ev.target.value"
+                           t-att-placeholder="state.kind === 'bug' ? 'Short summary of what went wrong' : 'Short summary of the feature you want'"/>
+                </div>
+
+                <!-- Description -->
+                <div class="o_fhd_field">
+                    <label t-esc="state.kind === 'bug' ? 'What were you doing? What did you expect?' : 'Describe the desired behaviour and the use case'"/>
+                    <textarea class="form-control" rows="5"
+                              t-att-value="state.description"
+                              t-on-input="(ev) => state.description = ev.target.value"
+                              placeholder="Steps to reproduce, expected vs. actual, business impact…"/>
+                </div>
+
+                <!-- Error code (bug only) -->
+                <div class="o_fhd_field" t-if="state.kind === 'bug'">
+                    <label>
+                        Error code / traceback
+                        <span class="o_fhd_hint">paste any error message or stack trace</span>
+                    </label>
+                    <textarea class="form-control o_fhd_mono" rows="3"
+                              t-att-value="state.errorCode"
+                              t-on-input="(ev) => state.errorCode = ev.target.value"
+                              placeholder="e.g. TypeError: Cannot read property 'foo' of undefined …"/>
+                </div>
+
+                <!-- Attachments -->
+                <div class="o_fhd_field">
+                    <label>Attachments</label>
+                    <div class="o_fhd_actions_row">
+                        <label class="o_fhd_btn o_fhd_btn_secondary">
+                            <i class="fa fa-paperclip me-1"/> Attach files
+                            <input type="file" multiple="multiple" class="d-none"
+                                   t-on-change="onFilesPicked"/>
+                        </label>
+                        <button type="button" class="o_fhd_btn o_fhd_btn_secondary"
+                                t-on-click="onTakeScreenshot"
+                                t-att-disabled="state.capturing">
+                            <i class="fa fa-camera me-1"/>
+                            <t t-if="state.capturing">Capturing…</t>
+                            <t t-else="">Capture screenshot</t>
+                        </button>
+                    </div>
+                    <div t-if="state.attachments.length" class="o_fhd_attach_list">
+                        <div t-foreach="state.attachments" t-as="att" t-key="att_index"
+                             class="o_fhd_attach_item">
+                            <i t-att-class="att.iconClass"/>
+                            <span class="o_fhd_attach_name" t-esc="att.name"/>
+                            <span class="o_fhd_attach_size" t-esc="att.sizeLabel"/>
+                            <button type="button" class="o_fhd_attach_remove"
+                                    t-on-click="() => this.removeAttachment(att_index)">×</button>
+                        </div>
+                    </div>
+                </div>
+
+                <!-- Result feedback -->
+                <div t-if="state.error" class="alert alert-danger mt-2">
+                    <i class="fa fa-exclamation-triangle me-1"/> <t t-esc="state.error"/>
+                </div>
+                <div t-if="state.success" class="alert alert-success mt-2">
+                    <i class="fa fa-check-circle me-1"/>
+                    Thanks — ticket
+                    <a t-att-href="state.ticketUrl" target="_blank">
+                        #<t t-esc="state.ticketId"/>
+                    </a> created<t t-if="state.attached"> with <t t-esc="state.attached"/> attachment(s)</t>.
+                </div>
+            </div>
+
+            <t t-set-slot="footer">
+                <button class="btn btn-primary"
+                        t-on-click="onSubmit"
+                        t-att-disabled="state.submitting or !state.subject.trim()">
+                    <t t-if="state.submitting"><i class="fa fa-spinner fa-spin me-1"/></t>
+                    <t t-else=""><i class="fa fa-paper-plane me-1"/></t>
+                    Submit
+                </button>
+                <button class="btn btn-secondary" t-on-click="props.close">
+                    Close
+                </button>
+            </t>
+        </Dialog>
+    </t>
+
+</templates>

fusion_helpdesk/static/src/xml/fusion_helpdesk_systray.xml

@@ -0,0 +1,17 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<templates xml:space="preserve">
+
+    <t t-name="fusion_helpdesk.SystrayItem">
+        <div class="o_fhd_systray dropdown">
+            <button type="button"
+                    class="o_fhd_systray_btn dropdown-toggle"
+                    title="Report a bug or request a feature"
+                    t-on-click="onClick">
+                <img src="/fusion_helpdesk/static/description/icon.png"
+                     alt="Help"
+                     class="o_fhd_systray_img"/>
+            </button>
+        </div>
+    </t>
+
+</templates>

fusion_helpdesk/views/res_config_settings_views.xml

@@ -0,0 +1,51 @@
+<?xml version="1.0" encoding="utf-8"?>
+<!--
+    Copyright 2026 Nexa Systems Inc.
+    License OPL-1
+-->
+<odoo>
+
+    <record id="res_config_settings_view_form_fhd" model="ir.ui.view">
+        <field name="name">res.config.settings.view.form.fusion.helpdesk</field>
+        <field name="model">res.config.settings</field>
+        <field name="inherit_id" ref="base.res_config_settings_view_form"/>
+        <field name="arch" type="xml">
+            <xpath expr="//form" position="inside">
+                <app data-string="Fusion Helpdesk"
+                     string="Fusion Helpdesk"
+                     name="fusion_helpdesk">
+                    <block title="Central Helpdesk Endpoint"
+                           name="fhd_endpoint">
+                        <setting id="fhd_remote_url"
+                                 string="Remote URL"
+                                 help="Base URL of the Odoo instance running the Helpdesk app.">
+                            <field name="fhd_remote_url" placeholder="https://erp.nexasystems.ca"/>
+                        </setting>
+                        <setting id="fhd_remote_db"
+                                 string="Remote Database">
+                            <field name="fhd_remote_db" placeholder="nexamain"/>
+                        </setting>
+                        <setting id="fhd_remote_login"
+                                 string="Service Login">
+                            <field name="fhd_remote_login" placeholder="helpdesk_bot@nexasystems.ca"/>
+                        </setting>
+                        <setting id="fhd_remote_password"
+                                 string="Service Password / API Key">
+                            <field name="fhd_remote_password" password="True"/>
+                        </setting>
+                        <setting id="fhd_remote_team_id"
+                                 string="Helpdesk Team ID (optional)">
+                            <field name="fhd_remote_team_id"/>
+                        </setting>
+                        <setting id="fhd_client_label"
+                                 string="Client Label"
+                                 help="Tag prefixed to every ticket subject so support can identify the source deployment.">
+                            <field name="fhd_client_label" placeholder="ENTECH"/>
+                        </setting>
+                    </block>
+                </app>
+            </xpath>
+        </field>
+    </record>
+
+</odoo>

fusion_helpdesk_central/__init__.py

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

fusion_helpdesk_central/__manifest__.py

@@ -0,0 +1,36 @@
+# -*- coding: utf-8 -*-
+# Copyright 2026 Nexa Systems Inc.
+# License OPL-1
+{
+    'name': 'Fusion Helpdesk Central — Client API Keys',
+    'version': '19.0.1.0.2',
+    'category': 'Productivity',
+    'summary': 'Admin UI on the central Odoo for issuing per-client API '
+               'keys used by fusion_helpdesk client deployments.',
+    'description': """
+Fusion Helpdesk Central
+=======================
+Companion to `fusion_helpdesk`. Install on the central Odoo (the one
+running the Helpdesk app) to manage **per-client API keys** instead of
+shipping a shared bot password to every client deployment.
+
+Each row in *Helpdesk → Configuration → Client API Keys* maps a client
+label (e.g. ENTECH, MOBILITY) to a real `res.users.apikeys` row on the
+shared bot user. The plaintext key is shown ONCE on creation; revoke
+in one click if a deployment is compromised.
+
+Depends only on `helpdesk`. No client-side install needed.
+    """,
+    'author': 'Nexa Systems Inc.',
+    'website': 'https://www.nexasystems.ca',
+    'license': 'OPL-1',
+    'depends': ['helpdesk'],
+    'data': [
+        'security/ir.model.access.csv',
+        'data/ir_config_parameter_data.xml',
+        'views/fusion_helpdesk_client_key_views.xml',
+    ],
+    'installable': True,
+    'auto_install': False,
+    'application': False,
+}

fusion_helpdesk_central/data/ir_config_parameter_data.xml

@@ -0,0 +1,13 @@
+<?xml version="1.0" encoding="utf-8"?>
+<!--
+    Copyright 2026 Nexa Systems Inc.
+    License OPL-1
+-->
+<odoo noupdate="1">
+
+    <record id="fhc_default_bot_login" model="ir.config_parameter">
+        <field name="key">fusion_helpdesk.bot_login</field>
+        <field name="value">helpdesk_bot@nexasystems.ca</field>
+    </record>
+
+</odoo>

fusion_helpdesk_central/models/__init__.py

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

fusion_helpdesk_central/models/fusion_helpdesk_client_key.py

@@ -0,0 +1,186 @@
+# -*- coding: utf-8 -*-
+# Copyright 2026 Nexa Systems Inc.
+# License OPL-1
+"""Per-client API key registry for fusion_helpdesk.
+
+Each row links a client deployment label (e.g. ENTECH) to a real
+`res.users.apikeys` row on a shared bot account. The plaintext key is
+shown ONCE on creation, then cleared. Revoking a row deletes the
+underlying API key so the client deployment can no longer authenticate.
+"""
+import logging
+from datetime import datetime, timedelta
+
+from odoo import _, api, fields, models
+from odoo.exceptions import UserError
+
+_logger = logging.getLogger(__name__)
+
+
+class FusionHelpdeskClientKey(models.Model):
+    _name = 'fusion.helpdesk.client.key'
+    _description = 'Fusion Helpdesk — Client API Key'
+    _order = 'create_date desc'
+    _rec_name = 'client_label'
+
+    client_label = fields.Char(
+        string='Client Label', required=True, index=True,
+        help='Short tag identifying this client deployment '
+             '(e.g. ENTECH, MOBILITY). Free text — used for your '
+             'reference and to find keys quickly when revoking.',
+    )
+    notes = fields.Text(
+        string='Notes',
+        help='Optional. Stamp deployment URL, contact, install date.',
+    )
+    bot_user_id = fields.Many2one(
+        'res.users', string='Bot User', readonly=True,
+        ondelete='restrict',
+    )
+    apikey_id = fields.Many2one(
+        'res.users.apikeys', string='API Key Record',
+        readonly=True, ondelete='set null',
+        help='Underlying res.users.apikeys row. Cleared if the key '
+             'is revoked or deleted out-of-band.',
+    )
+    apikey_name = fields.Char(
+        string='Key Name', related='apikey_id.name', store=True,
+        readonly=True,
+    )
+    plaintext_key = fields.Char(
+        string='Plaintext Key (one-time display)',
+        readonly=True, copy=False,
+        help='Shown ONCE right after creation. Copy it now — once you '
+             'click "Mark Stored" it is wiped from this record forever. '
+             'The key keeps working; we just stop showing it.',
+    )
+    is_revoked = fields.Boolean(
+        string='Revoked', compute='_compute_is_revoked', store=True,
+    )
+    create_date = fields.Datetime(readonly=True)
+    display_name = fields.Char(
+        string='Display Name', compute='_compute_display_name', store=True,
+    )
+
+    @api.depends('client_label', 'is_revoked')
+    def _compute_display_name(self):
+        for rec in self:
+            base = rec.client_label or _('(unnamed)')
+            rec.display_name = ('%s [REVOKED]' % base) if rec.is_revoked else base
+
+    _sql_constraints = [
+        ('fhc_client_label_unique',
+         'unique(client_label)',
+         'Client label must be unique — one row per client deployment.'),
+    ]
+
+    @api.depends('apikey_id')
+    def _compute_is_revoked(self):
+        for rec in self:
+            rec.is_revoked = not rec.apikey_id
+
+    # ----------------------------------------------------------------------
+    @api.model
+    def _default_expiration_date(self):
+        """Odoo 19 requires API keys to carry an expiration. Default to
+        10 years out so client deployments don't break unexpectedly.
+        Override per row by writing to apikey_id.expiration_date later."""
+        years = int(
+            self.env['ir.config_parameter'].sudo().get_param(
+                'fusion_helpdesk.key_expiration_years', '10',
+            ) or 10
+        )
+        return datetime.utcnow() + timedelta(days=365 * years)
+
+    @api.model
+    def _get_bot_user(self):
+        ICP = self.env['ir.config_parameter'].sudo()
+        login = (ICP.get_param('fusion_helpdesk.bot_login') or '').strip()
+        if not login:
+            raise UserError(_(
+                'No bot user configured. Set `fusion_helpdesk.bot_login` '
+                'in System Parameters first.'
+            ))
+        user = self.env['res.users'].search([('login', '=', login)], limit=1)
+        if not user:
+            raise UserError(_(
+                'Bot user "%s" not found. Create it first or update '
+                '`fusion_helpdesk.bot_login`.', login
+            ))
+        return user
+
+    @api.model_create_multi
+    def create(self, vals_list):
+        ApiKey = self.env['res.users.apikeys'].with_context(
+            mail_create_nosubscribe=True,
+        )
+        bot = self._get_bot_user()
+        records = super().create(vals_list)
+        for rec in records:
+            # Generate the apikey AS the bot user — the key is bound to
+            # the user that creates it.
+            label = 'fusion_helpdesk:%s' % (rec.client_label or rec.id)
+            key = ApiKey.with_user(bot)._generate(
+                'rpc', label, self._default_expiration_date(),
+            )
+            # Find the apikey row that was just created so we can link it.
+            apikey_row = self.env['res.users.apikeys'].sudo().search(
+                [('user_id', '=', bot.id), ('name', '=', label)],
+                limit=1, order='id desc',
+            )
+            rec.write({
+                'bot_user_id': bot.id,
+                'apikey_id': apikey_row.id if apikey_row else False,
+                'plaintext_key': key,
+            })
+            _logger.info(
+                'fusion_helpdesk_central: issued API key for client "%s" '
+                '(apikey_id=%s, bot_user=%s)',
+                rec.client_label, apikey_row.id if apikey_row else '?',
+                bot.login,
+            )
+        return records
+
+    def action_mark_stored(self):
+        """User confirms they have copied the plaintext key. Wipe it
+        from the DB so a later read can't recover it. The underlying
+        res.users.apikeys row keeps working — only the plaintext copy
+        on this row is destroyed."""
+        self.write({'plaintext_key': False})
+        return True
+
+    def action_revoke(self):
+        """Delete the underlying res.users.apikeys row. The client
+        deployment's next request will get an auth_failed error."""
+        for rec in self:
+            if rec.apikey_id:
+                rec.apikey_id.sudo().unlink()
+                _logger.warning(
+                    'fusion_helpdesk_central: REVOKED API key for "%s" '
+                    '(was apikey_id=%s)',
+                    rec.client_label, rec.apikey_id.id,
+                )
+            rec.write({'plaintext_key': False})
+        return True
+
+    def action_rotate(self):
+        """One-shot: revoke the existing key + issue a new one. Plaintext
+        is shown once on the same row."""
+        ApiKey = self.env['res.users.apikeys']
+        bot = self._get_bot_user()
+        for rec in self:
+            if rec.apikey_id:
+                rec.apikey_id.sudo().unlink()
+            label = 'fusion_helpdesk:%s' % rec.client_label
+            key = ApiKey.with_user(bot)._generate(
+                'rpc', label, self._default_expiration_date(),
+            )
+            apikey_row = self.env['res.users.apikeys'].sudo().search(
+                [('user_id', '=', bot.id), ('name', '=', label)],
+                limit=1, order='id desc',
+            )
+            rec.write({
+                'apikey_id': apikey_row.id if apikey_row else False,
+                'plaintext_key': key,
+            })
+        return True

fusion_helpdesk_central/security/ir.model.access.csv

@@ -0,0 +1,2 @@
+id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
+access_fhc_client_key_admin,fusion.helpdesk.client.key.admin,model_fusion_helpdesk_client_key,base.group_system,1,1,1,1

fusion_helpdesk_central/views/fusion_helpdesk_client_key_views.xml

@@ -0,0 +1,136 @@
+<?xml version="1.0" encoding="utf-8"?>
+<!--
+    Copyright 2026 Nexa Systems Inc.
+    License OPL-1
+-->
+<odoo>
+
+    <record id="view_fhc_client_key_list" model="ir.ui.view">
+        <field name="name">fusion.helpdesk.client.key.list</field>
+        <field name="model">fusion.helpdesk.client.key</field>
+        <field name="arch" type="xml">
+            <list string="Helpdesk Client API Keys"
+                  decoration-muted="is_revoked">
+                <field name="client_label"/>
+                <field name="apikey_name" optional="hide"/>
+                <field name="bot_user_id"/>
+                <field name="create_date"/>
+                <field name="is_revoked" widget="boolean_toggle" readonly="1"/>
+                <field name="notes" optional="hide"/>
+            </list>
+        </field>
+    </record>
+
+    <record id="view_fhc_client_key_form" model="ir.ui.view">
+        <field name="name">fusion.helpdesk.client.key.form</field>
+        <field name="model">fusion.helpdesk.client.key</field>
+        <field name="arch" type="xml">
+            <form string="Helpdesk Client API Key">
+                <header>
+                    <button name="action_mark_stored" type="object"
+                            string="Mark Key Stored"
+                            class="btn-primary"
+                            invisible="not plaintext_key"
+                            confirm="Wipe the plaintext key from this record? It can't be recovered after this."/>
+                    <button name="action_rotate" type="object"
+                            string="Rotate Key"
+                            class="btn-secondary"
+                            invisible="is_revoked or plaintext_key"
+                            confirm="Revoke the existing key and issue a fresh one? The client deployment will need its config updated to keep working."/>
+                    <button name="action_revoke" type="object"
+                            string="Revoke"
+                            class="btn-danger"
+                            invisible="is_revoked"
+                            confirm="Revoke this key permanently? The client deployment will stop being able to file tickets."/>
+                </header>
+                <sheet>
+                    <widget name="web_ribbon" title="Revoked"
+                            bg_color="bg-danger"
+                            invisible="not is_revoked"/>
+                    <div class="oe_title">
+                        <label for="client_label"/>
+                        <h1><field name="client_label" placeholder="e.g. ENTECH"/></h1>
+                    </div>
+
+                    <div class="alert alert-warning"
+                         role="alert"
+                         invisible="not plaintext_key">
+                        <h4 class="alert-heading">
+                            <i class="fa fa-key me-1"/> Copy the key now
+                        </h4>
+                        <p>
+                            This is the <strong>only time</strong> the plaintext key
+                            is shown. After you click <em>Mark Key Stored</em> in the
+                            header it will be wiped from this record forever.
+                            The key keeps working — we just stop displaying it.
+                        </p>
+                        <pre class="mt-2 p-2 bg-light text-dark"
+                             style="user-select: all; word-break: break-all;"
+                             ><field name="plaintext_key" nolabel="1" readonly="1"/></pre>
+                    </div>
+
+                    <group>
+                        <group>
+                            <field name="bot_user_id"/>
+                            <field name="apikey_name"/>
+                            <field name="create_date"/>
+                        </group>
+                        <group>
+                            <field name="apikey_id" readonly="1"/>
+                            <field name="is_revoked" readonly="1"/>
+                        </group>
+                    </group>
+                    <group string="Notes">
+                        <field name="notes" nolabel="1" placeholder="Deployment URL, contact email, install date…"/>
+                    </group>
+                </sheet>
+            </form>
+        </field>
+    </record>
+
+    <record id="view_fhc_client_key_search" model="ir.ui.view">
+        <field name="name">fusion.helpdesk.client.key.search</field>
+        <field name="model">fusion.helpdesk.client.key</field>
+        <field name="arch" type="xml">
+            <search>
+                <field name="client_label"/>
+                <field name="notes"/>
+                <separator/>
+                <filter string="Active" name="active"
+                        domain="[('is_revoked', '=', False)]"/>
+                <filter string="Revoked" name="revoked"
+                        domain="[('is_revoked', '=', True)]"/>
+                <group>
+                    <filter string="Bot User" name="g_bot"
+                            context="{'group_by': 'bot_user_id'}"/>
+                </group>
+            </search>
+        </field>
+    </record>
+
+    <record id="action_fhc_client_key" model="ir.actions.act_window">
+        <field name="name">Helpdesk Client API Keys</field>
+        <field name="res_model">fusion.helpdesk.client.key</field>
+        <field name="view_mode">list,form</field>
+        <field name="context">{'search_default_active': 1}</field>
+        <field name="help" type="html">
+            <p class="o_view_nocontent_smiling_face">
+                Issue a new API key
+            </p>
+            <p>
+                Each row maps a client deployment (e.g. ENTECH, MOBILITY)
+                to a real API key on the shared bot user. The plaintext
+                key is shown ONCE on creation — copy it then click
+                "Mark Key Stored". Revoke any key in one click if a
+                deployment is compromised.
+            </p>
+        </field>
+    </record>
+
+    <menuitem id="menu_fhc_client_key"
+              name="Client API Keys"
+              parent="helpdesk.helpdesk_menu_config"
+              action="action_fhc_client_key"
+              sequence="90"/>
+
+</odoo>

fusion_plating/docs/superpowers/specs/2026-05-04-fp-step-kind-model.md

@@ -0,0 +1,96 @@
+# FP Step Kind — User-Extensible Model
+
+Date: 2026-05-04
+Status: design + implementation
+
+## Problem
+`default_kind` on `fp.step.template` is a hardcoded `Selection` of 24 entries. Users can't add new kinds (e.g. "Shot Peen", "Passivation"). The same Selection list is duplicated on `fusion.plating.process.node`. Default-input seeding (`DEFAULT_INPUTS_BY_KIND`) is also locked in Python — adding a new kind would require a code change + module update.
+
+## Solution
+Convert `default_kind` from `Selection` → `Many2one('fp.step.kind')`. Move the default-input templates from a Python dict into seeded data records on a new `fp.step.kind.default.input` child model. Users add new kinds through the standard Odoo CRUD form.
+
+## Models
+
+### `fp.step.kind`
+| Field | Type | Notes |
+|---|---|---|
+| `code` | Char, required, unique per company | Technical key (lowercase). Stable XML IDs use this. |
+| `name` | Char, required, translated | UI label (e.g. "Cleaning") |
+| `sequence` | Integer | Order in dropdown |
+| `active` | Boolean default True | Archive instead of delete |
+| `icon` | Selection (reuses 24-icon list from `fp.process.node`) | Optional |
+| `description` | Html | Optional ops note |
+| `company_id` | Many2one res.company | Multi-co support |
+| `default_input_ids` | One2many → `fp.step.kind.default.input` | The seed list |
+
+### `fp.step.kind.default.input`
+Same shape as `fp.step.template.input`: `name`, `input_type`, `target_unit`, `sequence`, `required`, `hint`, `selection_options`. Plus `kind_id` parent FK.
+
+## Field changes
+
+### `fp.step.template`
+- **add** `kind_id = Many2one('fp.step.kind', ondelete='restrict', string='Step Kind')` — user-facing input
+- **change** existing `default_kind` from `Selection(...)` to `default_kind = fields.Char(related='kind_id.code', store=True, readonly=True)` — back-compat shim. Lets every legacy `node.default_kind == 'cleaning'` comparison keep working without touching 30+ sites. Stored=True so existing search domains (`('default_kind', '=', 'foo')`) still work.
+
+### `fusion.plating.process.node`
+- Same: add `kind_id`, convert `default_kind` to `related='kind_id.code'` stored Char.
+
+### `fp.job.workflow.state.trigger_default_kinds`
+- **No change in Phase 1.** Stays a Char of comma-separated codes. The codes still match `kind_id.code` after migration. Phase 2 deferred convert to m2m.
+
+## DEFAULT_INPUTS_BY_KIND
+Removed from `fp_step_template.py`. Lives in seed data XML. `action_seed_default_inputs` reads `tpl.kind_id.default_input_ids` instead of the dict.
+
+## Migration `19.0.18.13.0/post-migrate.py`
+1. SQL-read existing `default_kind` text values from `fp_step_template` and `fusion_plating_process_node` BEFORE Odoo recomputes the related field.
+2. Build map `code → fp.step.kind.id` from seeded records.
+3. SQL UPDATE `kind_id` per row.
+4. Trigger recompute of stored related `default_kind` (or leave — values are already there from step 1).
+5. Log counts.
+
+## Why not drop `default_kind` entirely?
+- Comma-CSV `trigger_default_kinds` on workflow state still searches it.
+- 30+ comparison sites and existing search domains in views.
+- Stored related Char keeps it a single source of truth (m2o-derived) without a churn-PR through every dependent.
+
+## View changes
+- `fp_step_template_views.xml` — replace `<field name="default_kind"/>` with `<field name="kind_id" options="{'no_create_edit': false, 'no_quick_create': false}"/>`. Same for search filter and `group_by="default_kind"` → `group_by="kind_id"`.
+- `fp_process_node_views.xml` — same swap on the one occurrence.
+- New `fp_step_kind_views.xml` — list/form/menu so admins can manage kinds. Form embeds `default_input_ids` as inline list.
+
+## Controller / JS changes
+- `simple_recipe_controller.py`:
+  - Add `kind_id` (id) and `kind_name` (label) to all step-payload responses.
+  - Accept `kind_id` int on `_save_recipe`/template-create endpoints.
+  - Keep returning `default_kind` (the code Char) for back-compat with deployed editor sessions until cache flushes.
+- `simple_recipe_editor.js`:
+  - Replace the `<select>` over selection options with a Many2one-style typeahead. Fetch list from new endpoint `/fusion_plating/recipe/kinds` returning `[{id, code, name, icon}]`.
+  - Submit `kind_id` (int) instead of `default_kind` (string).
+- `simple_recipe_editor.xml`:
+  - Replace `<select t-model=".default_kind">` block with a `<select t-model=".kind_id">` populated from fetched list, plus a "+ New kind…" link that opens a small inline form via `/fusion_plating/recipe/kinds/create`.
+
+## ACLs (`ir.model.access.csv`)
+```
+access_fp_step_kind_operator,fp.step.kind.operator,model_fp_step_kind,group_fusion_plating_operator,1,0,0,0
+access_fp_step_kind_supervisor,fp.step.kind.supervisor,model_fp_step_kind,group_fusion_plating_supervisor,1,1,1,0
+access_fp_step_kind_manager,fp.step.kind.manager,model_fp_step_kind,group_fusion_plating_manager,1,1,1,1
+access_fp_step_kind_default_input_*  …  same triplet
+```
+
+## Manifest
+- Bump `version` to `19.0.18.13.0`
+- Add to `data`:
+  - `data/fp_step_kind_data.xml` (BEFORE `fp_step_template_data.xml` since templates reference kinds)
+  - `views/fp_step_kind_views.xml`
+
+## Out of scope (Phase 2)
+- Convert `trigger_default_kinds` Char-CSV to m2m on `fp.job.workflow.state`
+- Remove DEFAULT_INPUTS_BY_KIND dict from migration scripts (one-shot dev scripts — no harm leaving)
+- Migrate stored `default_kind` Char to a non-stored related once all callers refactored
+
+## Test plan
+1. `odoo -d admin -u fusion_plating --stop-after-init` (entech) — install + migration runs cleanly
+2. UI smoke: open a step template, kind dropdown shows 24 seeded kinds, dropdown allows quick-create
+3. Create new kind "Passivation" with 3 default inputs → save → return to step template → "Seed defaults" button populates the 3 inputs
+4. Open recipe editor (simple): kind dropdown matches; existing recipes show correct kind label
+5. Run a step that's wired through workflow-state trigger (e.g. completion of a `receiving` step → state changes to "On Floor") to confirm CSV-trigger backwards compat still works

fusion_plating/fusion_plating/__init__.py

@@ -32,6 +32,18 @@ def post_init_hook(env):
     _migrate_legacy_uom_columns(env)
 
 
+def _resolve_kind_id(env, code):
+    """Look up an fp.step.kind id by code. Returns False if not found.
+    Cheap helper used during seeding so legacy code paths that referenced
+    string codes can keep their semantics."""
+    if not code:
+        return False
+    rec = env['fp.step.kind'].search(
+        [('code', '=', code)], limit=1,
+    )
+    return rec.id or False
+
+
 def _backfill_contract_review_template(env):
     """Idempotent — ensure the Contract Review library template exists.
 
@@ -45,7 +57,7 @@ def _backfill_contract_review_template(env):
         return  # already there
     tpl = Tpl.create({
         'name': 'Contract Review',
-        'default_kind': 'contract_review',
+        'kind_id': _resolve_kind_id(env, 'contract_review'),
     })
     tpl.action_seed_default_inputs()
     _logger.info(
@@ -236,7 +248,7 @@ def _create_template_from_node(env, node, seen):
         'process_type_id': node.process_type_id.id,
         'requires_signoff': node.requires_signoff,
         'requires_predecessor_done': node.requires_predecessor_done,
-        'default_kind': kind,
+        'kind_id': _resolve_kind_id(env, kind),
     }
     # Snapshot tank_ids if the node has them (added by Sub 12a;
     # existing nodes may not).
@@ -275,7 +287,10 @@ def _seed_minimal_library(env):
         ('Shipping', 'ship'),
     ]
     for name, kind in minimal:
-        tpl = Tpl.create({'name': name, 'default_kind': kind})
+        tpl = Tpl.create({
+            'name': name,
+            'kind_id': _resolve_kind_id(env, kind),
+        })
         tpl.action_seed_default_inputs()
     _logger.info(
         'Fusion Plating: seeded minimal step library (%s entries)',

fusion_plating/fusion_plating/__manifest__.py

@@ -5,7 +5,7 @@
 
 {
     'name': 'Fusion Plating',
-    'version': '19.0.18.12.4',
+    'version': '19.0.18.13.8',
     'category': 'Manufacturing/Plating',
     'summary': 'Core plating / metal finishing ERP: facilities, processes, tanks, baths, jobs, operators.',
     'description': """
@@ -98,6 +98,12 @@ Copyright (c) 2026 Nexa Systems Inc. All rights reserved.
         'views/fp_facility_views.xml',
         'views/fp_bath_views.xml',
         'views/fp_process_node_views.xml',
+        # Sub 14b — fp.step.kind catalog. MUST load before
+        # fp_step_template_data.xml (templates reference kinds via
+        # kind_id) AND before fp_step_template_views.xml (the form
+        # references the kind action menu).
+        'views/fp_step_kind_views.xml',
+        'data/fp_step_kind_data.xml',
         'views/fp_step_template_views.xml',
         'views/fp_rack_tag_views.xml',
         'views/fp_job_step_move_views.xml',
@@ -128,10 +134,14 @@ Copyright (c) 2026 Nexa Systems Inc. All rights reserved.
             'fusion_plating/static/src/scss/recipe_tree_editor.scss',
             'fusion_plating/static/src/scss/fp_chatter_dark.scss',
             'fusion_plating/static/src/scss/simple_recipe_editor.scss',
+            # Sub 14b — visual icon picker for fp.step.kind etc.
+            'fusion_plating/static/src/scss/fp_icon_picker.scss',
             'fusion_plating/static/src/xml/recipe_tree_editor.xml',
             'fusion_plating/static/src/xml/simple_recipe_editor.xml',
+            'fusion_plating/static/src/xml/fp_icon_picker.xml',
             'fusion_plating/static/src/js/recipe_tree_editor.js',
             'fusion_plating/static/src/js/simple_recipe_editor.js',
+            'fusion_plating/static/src/js/fp_icon_picker.js',
         ],
     },
     'demo': [

fusion_plating/fusion_plating/controllers/simple_recipe_controller.py

@@ -26,7 +26,7 @@ _SNAPSHOT_FIELDS = [
     'parallel_start',
     'triggers_workflow_state_id',  # Sub 14 — workflow milestone trigger
     'requires_rack_assignment', 'requires_transition_form',
-    'default_kind',
+    'kind_id',  # Sub 14b — replaces default_kind (now a related Char)
 ]
 
 # Fields on fp.step.template.input that copy 1:1 into
@@ -90,6 +90,8 @@ class SimpleRecipeController(http.Controller):
             'sequence': step.sequence,
             'icon': step.icon,
             'default_kind': step.default_kind,
+            'kind_id': step.kind_id.id if step.kind_id else False,
+            'kind_name': step.kind_id.name if step.kind_id else '',
             'requires_signoff': step.requires_signoff,
             'requires_rack_assignment': step.requires_rack_assignment,
             'requires_transition_form': step.requires_transition_form,
@@ -150,6 +152,8 @@ class SimpleRecipeController(http.Controller):
                     'code': t.code,
                     'icon': t.icon,
                     'default_kind': t.default_kind,
+                    'kind_id': t.kind_id.id if t.kind_id else False,
+                    'kind_name': t.kind_id.name if t.kind_id else '',
                     'station_count': len(t.tank_ids),
                 }
                 for t in records
@@ -201,6 +205,8 @@ class SimpleRecipeController(http.Controller):
             'code': tpl.code or '',
             'icon': tpl.icon or 'fa-cog',
             'default_kind': tpl.default_kind or '',
+            'kind_id': tpl.kind_id.id if tpl.kind_id else False,
+            'kind_name': tpl.kind_id.name if tpl.kind_id else '',
             'description': tpl.description or '',
             'requires_signoff': tpl.requires_signoff,
             'requires_predecessor_done': tpl.requires_predecessor_done,
@@ -245,8 +251,11 @@ class SimpleRecipeController(http.Controller):
         """
         Tpl = request.env['fp.step.template']
         # Whitelist — never trust client-provided write_uid / id / etc.
+        # Sub 14b: `default_kind` is now a related read-only Char. The
+        # client may still send it as a string code for back-compat — we
+        # translate it to kind_id below.
         allowed = {
-            'name', 'code', 'icon', 'default_kind', 'description',
+            'name', 'code', 'icon', 'kind_id', 'description',
             'requires_signoff', 'requires_predecessor_done',
             'parallel_start',
             'triggers_workflow_state_id',  # Sub 14
@@ -254,6 +263,11 @@ class SimpleRecipeController(http.Controller):
             'tank_ids',
         }
         clean = {k: v for k, v in (vals or {}).items() if k in allowed}
+        # Back-compat: accept default_kind (string code) and resolve to kind_id.
+        if 'kind_id' not in clean and (vals or {}).get('default_kind'):
+            clean['kind_id'] = self._resolve_kind_id_from_code(
+                vals['default_kind'],
+            )
         # tank_ids comes in as a plain list of ids from the OWL form;
         # translate into the Odoo (6, 0, ids) command form.
         if 'tank_ids' in clean:
@@ -266,6 +280,15 @@ class SimpleRecipeController(http.Controller):
             tpl = Tpl.create(clean)
         return {'ok': True, 'template': self._library_payload(tpl)}
 
+    def _resolve_kind_id_from_code(self, code):
+        """Look up fp.step.kind id by code. Empty string → False."""
+        if not code:
+            return False
+        rec = request.env['fp.step.kind'].search(
+            [('code', '=', code)], limit=1,
+        )
+        return rec.id or False
+
     @http.route('/fp/simple_recipe/library/seed_defaults', type='jsonrpc', auth='user')
     def library_seed_defaults(self, template_id):
         """Run action_seed_default_inputs on this template. Idempotent —
@@ -340,6 +363,55 @@ class SimpleRecipeController(http.Controller):
             ],
         }
 
+    @http.route('/fp/simple_recipe/kinds/list',
+                type='jsonrpc', auth='user')
+    def kinds_list(self):
+        """Sub 14b — Step Kind dropdown options for the inline library
+        form. User-extensible via /fp/simple_recipe/kinds/create."""
+        Kind = request.env['fp.step.kind']
+        return {
+            'kinds': [
+                {
+                    'id': k.id,
+                    'code': k.code or '',
+                    'name': k.name or '',
+                    'icon': k.icon or '',
+                    'sequence': k.sequence,
+                }
+                for k in Kind.search(
+                    [('active', '=', True)], order='sequence, name',
+                )
+            ],
+        }
+
+    @http.route('/fp/simple_recipe/kinds/create',
+                type='jsonrpc', auth='user')
+    def kinds_create(self, name, code=''):
+        """Sub 14b — Inline create for "+ New kind…" in the library
+        form. Auto-derives a code from the name if blank."""
+        Kind = request.env['fp.step.kind']
+        if not name or not name.strip():
+            return {'ok': False, 'error': 'name_required'}
+        # check_access via create attempt — supervisors+ allowed (ACL).
+        if not code:
+            code = name.strip().lower().replace(' ', '_').replace('/', '_')
+        existing = Kind.search([('code', '=', code)], limit=1)
+        if existing:
+            return {
+                'ok': True, 'id': existing.id,
+                'name': existing.name, 'code': existing.code,
+                'duplicate': True,
+            }
+        rec = Kind.create({
+            'name': name.strip(),
+            'code': code,
+        })
+        return {
+            'ok': True, 'id': rec.id,
+            'name': rec.name, 'code': rec.code,
+            'duplicate': False,
+        }
+
     @http.route('/fp/simple_recipe/workflow_states/list',
                 type='jsonrpc', auth='user')
     def workflow_states_list(self):
@@ -457,7 +529,7 @@ class SimpleRecipeController(http.Controller):
         node.check_access('write')
         allowed = {
             'name', 'description', 'icon',
-            'default_kind',
+            'kind_id',                        # Sub 14b — replaces default_kind
             'requires_signoff', 'requires_predecessor_done',
             'parallel_start',                 # Sub 13
             'triggers_workflow_state_id',     # Sub 14
@@ -467,6 +539,11 @@ class SimpleRecipeController(http.Controller):
             'collect_measurements',
         }
         clean = {k: v for k, v in (vals or {}).items() if k in allowed}
+        # Back-compat: accept default_kind (string code) and resolve.
+        if 'kind_id' not in clean and (vals or {}).get('default_kind'):
+            clean['kind_id'] = self._resolve_kind_id_from_code(
+                vals['default_kind'],
+            )
         if clean:
             node.write(clean)
         return {'ok': True}

fusion_plating/fusion_plating/data/fp_step_kind_data.xml

@@ -0,0 +1,928 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <data noupdate="1">
+        <!-- 24 seeded Step Kinds — XML IDs use the original Selection
+             keys so post-migrate can map old default_kind = 'cleaning'
+             to env.ref('fusion_plating.step_kind_cleaning').
+
+             noupdate=1 so user edits to defaults survive `-u`. -->
+
+        <record id="step_kind_receiving" model="fp.step.kind">
+            <field name="code">receiving</field>
+            <field name="name">Receiving / Incoming Inspection</field>
+            <field name="sequence">10</field>
+            <field name="icon">fa-truck</field>
+        </record>
+        <record id="step_kind_contract_review" model="fp.step.kind">
+            <field name="code">contract_review</field>
+            <field name="name">Contract Review (QA-005)</field>
+            <field name="sequence">20</field>
+            <field name="icon">fa-file-text-o</field>
+        </record>
+        <record id="step_kind_racking" model="fp.step.kind">
+            <field name="code">racking</field>
+            <field name="name">Racking</field>
+            <field name="sequence">30</field>
+            <field name="icon">fa-server</field>
+        </record>
+        <record id="step_kind_mask" model="fp.step.kind">
+            <field name="code">mask</field>
+            <field name="name">Masking</field>
+            <field name="sequence">40</field>
+            <field name="icon">fa-eye-slash</field>
+        </record>
+        <record id="step_kind_cleaning" model="fp.step.kind">
+            <field name="code">cleaning</field>
+            <field name="name">Cleaning</field>
+            <field name="sequence">50</field>
+            <field name="icon">fa-tint</field>
+        </record>
+        <record id="step_kind_electroclean" model="fp.step.kind">
+            <field name="code">electroclean</field>
+            <field name="name">Electroclean</field>
+            <field name="sequence">60</field>
+            <field name="icon">fa-bolt</field>
+        </record>
+        <record id="step_kind_etch" model="fp.step.kind">
+            <field name="code">etch</field>
+            <field name="name">Etch / Activation</field>
+            <field name="sequence">70</field>
+            <field name="icon">fa-flask</field>
+        </record>
+        <record id="step_kind_rinse" model="fp.step.kind">
+            <field name="code">rinse</field>
+            <field name="name">Rinse</field>
+            <field name="sequence">80</field>
+            <field name="icon">fa-tint</field>
+        </record>
+        <record id="step_kind_strike" model="fp.step.kind">
+            <field name="code">strike</field>
+            <field name="name">Strike (Wood's Nickel / Activation)</field>
+            <field name="sequence">90</field>
+            <field name="icon">fa-bolt</field>
+        </record>
+        <record id="step_kind_plate" model="fp.step.kind">
+            <field name="code">plate</field>
+            <field name="name">Plating</field>
+            <field name="sequence">100</field>
+            <field name="icon">fa-shield</field>
+        </record>
+        <record id="step_kind_replenishment" model="fp.step.kind">
+            <field name="code">replenishment</field>
+            <field name="name">Tank Replenishment</field>
+            <field name="sequence">110</field>
+            <field name="icon">fa-plus-circle</field>
+        </record>
+        <record id="step_kind_wbf_test" model="fp.step.kind">
+            <field name="code">wbf_test</field>
+            <field name="name">Water Break Free Test</field>
+            <field name="sequence">120</field>
+            <field name="icon">fa-check-square-o</field>
+        </record>
+        <record id="step_kind_dry" model="fp.step.kind">
+            <field name="code">dry</field>
+            <field name="name">Drying</field>
+            <field name="sequence">130</field>
+            <field name="icon">fa-sun-o</field>
+        </record>
+        <record id="step_kind_bake" model="fp.step.kind">
+            <field name="code">bake</field>
+            <field name="name">Bake (HE Relief / Stress Relief)</field>
+            <field name="sequence">140</field>
+            <field name="icon">fa-fire</field>
+        </record>
+        <record id="step_kind_demask" model="fp.step.kind">
+            <field name="code">demask</field>
+            <field name="name">De-Masking</field>
+            <field name="sequence">150</field>
+            <field name="icon">fa-eye</field>
+        </record>
+        <record id="step_kind_derack" model="fp.step.kind">
+            <field name="code">derack</field>
+            <field name="name">De-Racking</field>
+            <field name="sequence">160</field>
+            <field name="icon">fa-server</field>
+        </record>
+        <record id="step_kind_inspect" model="fp.step.kind">
+            <field name="code">inspect</field>
+            <field name="name">Inspection</field>
+            <field name="sequence">170</field>
+            <field name="icon">fa-search</field>
+        </record>
+        <record id="step_kind_hardness_test" model="fp.step.kind">
+            <field name="code">hardness_test</field>
+            <field name="name">Hardness Test (HV / HK / HRC)</field>
+            <field name="sequence">180</field>
+            <field name="icon">fa-tachometer</field>
+        </record>
+        <record id="step_kind_adhesion_test" model="fp.step.kind">
+            <field name="code">adhesion_test</field>
+            <field name="name">Adhesion Test</field>
+            <field name="sequence">190</field>
+            <field name="icon">fa-link</field>
+        </record>
+        <record id="step_kind_salt_spray" model="fp.step.kind">
+            <field name="code">salt_spray</field>
+            <field name="name">Salt Spray / Corrosion Test</field>
+            <field name="sequence">200</field>
+            <field name="icon">fa-cloud</field>
+        </record>
+        <record id="step_kind_final_inspect" model="fp.step.kind">
+            <field name="code">final_inspect</field>
+            <field name="name">Final Inspection</field>
+            <field name="sequence">210</field>
+            <field name="icon">fa-check-circle</field>
+        </record>
+        <record id="step_kind_packaging" model="fp.step.kind">
+            <field name="code">packaging</field>
+            <field name="name">Packaging / Pre-Ship</field>
+            <field name="sequence">220</field>
+            <field name="icon">fa-archive</field>
+        </record>
+        <record id="step_kind_ship" model="fp.step.kind">
+            <field name="code">ship</field>
+            <field name="name">Shipping</field>
+            <field name="sequence">230</field>
+            <field name="icon">fa-paper-plane</field>
+        </record>
+        <record id="step_kind_gating" model="fp.step.kind">
+            <field name="code">gating</field>
+            <field name="name">Gating</field>
+            <field name="sequence">240</field>
+            <field name="icon">fa-pause-circle</field>
+        </record>
+
+        <!-- ============================================================
+             Default inputs per kind — 1:1 port of DEFAULT_INPUTS_BY_KIND
+             ============================================================ -->
+
+        <!-- receiving -->
+        <record id="step_kind_input_receiving_qty_received" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_receiving"/>
+            <field name="name">Qty Received</field>
+            <field name="input_type">number</field>
+            <field name="target_unit">each</field>
+            <field name="sequence">10</field>
+            <field name="required">True</field>
+        </record>
+        <record id="step_kind_input_receiving_qty_rejected" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_receiving"/>
+            <field name="name">Qty Rejected</field>
+            <field name="input_type">number</field>
+            <field name="target_unit">each</field>
+            <field name="sequence">20</field>
+        </record>
+        <record id="step_kind_input_receiving_po_verified" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_receiving"/>
+            <field name="name">Customer PO# Verified</field>
+            <field name="input_type">boolean</field>
+            <field name="sequence">30</field>
+        </record>
+        <record id="step_kind_input_receiving_packing_slip" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_receiving"/>
+            <field name="name">Packing Slip #</field>
+            <field name="input_type">text</field>
+            <field name="sequence">40</field>
+        </record>
+        <record id="step_kind_input_receiving_condition" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_receiving"/>
+            <field name="name">Condition Notes</field>
+            <field name="input_type">text</field>
+            <field name="sequence">50</field>
+        </record>
+        <record id="step_kind_input_receiving_damage_photo" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_receiving"/>
+            <field name="name">Damage Photo</field>
+            <field name="input_type">photo</field>
+            <field name="sequence">60</field>
+        </record>
+        <record id="step_kind_input_receiving_inspector_init" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_receiving"/>
+            <field name="name">Inspector Initials</field>
+            <field name="input_type">signature</field>
+            <field name="sequence">70</field>
+            <field name="required">True</field>
+        </record>
+
+        <!-- cleaning -->
+        <record id="step_kind_input_cleaning_actual_time" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_cleaning"/>
+            <field name="name">Actual Time</field>
+            <field name="input_type">time_seconds</field>
+            <field name="target_unit">s</field>
+            <field name="sequence">10</field>
+        </record>
+        <record id="step_kind_input_cleaning_actual_temp" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_cleaning"/>
+            <field name="name">Actual Temperature</field>
+            <field name="input_type">temperature</field>
+            <field name="target_unit">f</field>
+            <field name="sequence">20</field>
+        </record>
+        <record id="step_kind_input_cleaning_bath_id" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_cleaning"/>
+            <field name="name">Bath ID</field>
+            <field name="input_type">text</field>
+            <field name="sequence">30</field>
+        </record>
+        <record id="step_kind_input_cleaning_us_on" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_cleaning"/>
+            <field name="name">Ultrasonic On</field>
+            <field name="input_type">boolean</field>
+            <field name="sequence">40</field>
+        </record>
+        <record id="step_kind_input_cleaning_titration" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_cleaning"/>
+            <field name="name">Titration Done</field>
+            <field name="input_type">boolean</field>
+            <field name="sequence">50</field>
+        </record>
+
+        <!-- electroclean -->
+        <record id="step_kind_input_eclean_time" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_electroclean"/>
+            <field name="name">Actual Time</field>
+            <field name="input_type">time_seconds</field>
+            <field name="target_unit">s</field>
+            <field name="sequence">10</field>
+        </record>
+        <record id="step_kind_input_eclean_temp" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_electroclean"/>
+            <field name="name">Actual Temperature</field>
+            <field name="input_type">temperature</field>
+            <field name="target_unit">f</field>
+            <field name="sequence">20</field>
+        </record>
+        <record id="step_kind_input_eclean_amp" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_electroclean"/>
+            <field name="name">Amperage</field>
+            <field name="input_type">number</field>
+            <field name="hint">A</field>
+            <field name="sequence">30</field>
+        </record>
+        <record id="step_kind_input_eclean_volt" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_electroclean"/>
+            <field name="name">Voltage</field>
+            <field name="input_type">number</field>
+            <field name="hint">V</field>
+            <field name="sequence">40</field>
+        </record>
+        <record id="step_kind_input_eclean_cd" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_electroclean"/>
+            <field name="name">Current Density</field>
+            <field name="input_type">number</field>
+            <field name="hint">ASF (A per sq ft)</field>
+            <field name="sequence">50</field>
+        </record>
+        <record id="step_kind_input_eclean_pol" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_electroclean"/>
+            <field name="name">Polarity</field>
+            <field name="input_type">selection</field>
+            <field name="selection_options">anodic,cathodic,periodic</field>
+            <field name="sequence">60</field>
+        </record>
+        <record id="step_kind_input_eclean_bath" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_electroclean"/>
+            <field name="name">Bath ID</field>
+            <field name="input_type">text</field>
+            <field name="sequence">70</field>
+        </record>
+
+        <!-- etch -->
+        <record id="step_kind_input_etch_time" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_etch"/>
+            <field name="name">Actual Time</field>
+            <field name="input_type">time_seconds</field>
+            <field name="target_unit">s</field>
+            <field name="sequence">10</field>
+        </record>
+        <record id="step_kind_input_etch_temp" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_etch"/>
+            <field name="name">Actual Temperature</field>
+            <field name="input_type">temperature</field>
+            <field name="target_unit">f</field>
+            <field name="sequence">20</field>
+        </record>
+        <record id="step_kind_input_etch_acid" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_etch"/>
+            <field name="name">Acid Concentration</field>
+            <field name="input_type">number</field>
+            <field name="hint">% or g/L</field>
+            <field name="sequence">30</field>
+        </record>
+        <record id="step_kind_input_etch_bath" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_etch"/>
+            <field name="name">Bath ID</field>
+            <field name="input_type">text</field>
+            <field name="sequence">40</field>
+        </record>
+        <record id="step_kind_input_etch_he" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_etch"/>
+            <field name="name">HE Risk Flag</field>
+            <field name="input_type">boolean</field>
+            <field name="hint">Hydrogen Embrittlement risk for high-strength steel</field>
+            <field name="sequence">50</field>
+        </record>
+
+        <!-- rinse -->
+        <record id="step_kind_input_rinse_type" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_rinse"/>
+            <field name="name">Rinse Type</field>
+            <field name="input_type">selection</field>
+            <field name="selection_options">cascade,spray,DI,city</field>
+            <field name="sequence">10</field>
+        </record>
+        <record id="step_kind_input_rinse_cond" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_rinse"/>
+            <field name="name">Conductivity</field>
+            <field name="input_type">number</field>
+            <field name="hint">µS/cm — required for DI rinses</field>
+            <field name="sequence">20</field>
+        </record>
+        <record id="step_kind_input_rinse_time" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_rinse"/>
+            <field name="name">Actual Time</field>
+            <field name="input_type">time_seconds</field>
+            <field name="target_unit">s</field>
+            <field name="sequence">30</field>
+        </record>
+
+        <!-- strike -->
+        <record id="step_kind_input_strike_time" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_strike"/>
+            <field name="name">Actual Time</field>
+            <field name="input_type">time_seconds</field>
+            <field name="target_unit">s</field>
+            <field name="sequence">10</field>
+        </record>
+        <record id="step_kind_input_strike_temp" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_strike"/>
+            <field name="name">Actual Temperature</field>
+            <field name="input_type">temperature</field>
+            <field name="target_unit">f</field>
+            <field name="sequence">20</field>
+        </record>
+        <record id="step_kind_input_strike_amp" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_strike"/>
+            <field name="name">Amperage</field>
+            <field name="input_type">number</field>
+            <field name="hint">A</field>
+            <field name="sequence">30</field>
+        </record>
+        <record id="step_kind_input_strike_volt" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_strike"/>
+            <field name="name">Voltage</field>
+            <field name="input_type">number</field>
+            <field name="hint">V</field>
+            <field name="sequence">40</field>
+        </record>
+        <record id="step_kind_input_strike_cd" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_strike"/>
+            <field name="name">Current Density</field>
+            <field name="input_type">number</field>
+            <field name="hint">ASF</field>
+            <field name="sequence">50</field>
+        </record>
+        <record id="step_kind_input_strike_bath" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_strike"/>
+            <field name="name">Bath ID</field>
+            <field name="input_type">text</field>
+            <field name="sequence">60</field>
+        </record>
+
+        <!-- plate -->
+        <record id="step_kind_input_plate_time" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_plate"/>
+            <field name="name">Actual Time</field>
+            <field name="input_type">time_hms</field>
+            <field name="target_unit">min</field>
+            <field name="sequence">10</field>
+        </record>
+        <record id="step_kind_input_plate_temp" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_plate"/>
+            <field name="name">Actual Temperature</field>
+            <field name="input_type">temperature</field>
+            <field name="target_unit">f</field>
+            <field name="sequence">20</field>
+        </record>
+        <record id="step_kind_input_plate_bath" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_plate"/>
+            <field name="name">Bath ID</field>
+            <field name="input_type">text</field>
+            <field name="sequence">30</field>
+        </record>
+        <record id="step_kind_input_plate_ph" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_plate"/>
+            <field name="name">pH</field>
+            <field name="input_type">ph</field>
+            <field name="sequence">40</field>
+        </record>
+        <record id="step_kind_input_plate_conc" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_plate"/>
+            <field name="name">Bath Concentration</field>
+            <field name="input_type">number</field>
+            <field name="hint">g/L</field>
+            <field name="sequence">50</field>
+        </record>
+        <record id="step_kind_input_plate_cd" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_plate"/>
+            <field name="name">Current Density</field>
+            <field name="input_type">number</field>
+            <field name="hint">ASF — electroplate only</field>
+            <field name="sequence">60</field>
+        </record>
+        <record id="step_kind_input_plate_thick" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_plate"/>
+            <field name="name">Plating Thickness</field>
+            <field name="input_type">multi_point_thickness</field>
+            <field name="target_unit">in</field>
+            <field name="sequence">70</field>
+        </record>
+
+        <!-- replenishment -->
+        <record id="step_kind_input_replen_bath" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_replenishment"/>
+            <field name="name">Bath ID</field>
+            <field name="input_type">text</field>
+            <field name="sequence">10</field>
+            <field name="required">True</field>
+        </record>
+        <record id="step_kind_input_replen_chem" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_replenishment"/>
+            <field name="name">Chemistry Added</field>
+            <field name="input_type">text</field>
+            <field name="hint">name + amount, e.g. "Nickel sulfamate 500mL"</field>
+            <field name="sequence">20</field>
+        </record>
+        <record id="step_kind_input_replen_ph_b" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_replenishment"/>
+            <field name="name">pH Before</field>
+            <field name="input_type">ph</field>
+            <field name="sequence">30</field>
+        </record>
+        <record id="step_kind_input_replen_ph_a" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_replenishment"/>
+            <field name="name">pH After</field>
+            <field name="input_type">ph</field>
+            <field name="sequence">40</field>
+        </record>
+        <record id="step_kind_input_replen_conc_b" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_replenishment"/>
+            <field name="name">Concentration Before</field>
+            <field name="input_type">number</field>
+            <field name="sequence">50</field>
+        </record>
+        <record id="step_kind_input_replen_conc_a" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_replenishment"/>
+            <field name="name">Concentration After</field>
+            <field name="input_type">number</field>
+            <field name="sequence">60</field>
+        </record>
+        <record id="step_kind_input_replen_op" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_replenishment"/>
+            <field name="name">Operator Initials</field>
+            <field name="input_type">signature</field>
+            <field name="sequence">70</field>
+            <field name="required">True</field>
+        </record>
+
+        <!-- wbf_test -->
+        <record id="step_kind_input_wbf_result" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_wbf_test"/>
+            <field name="name">Result</field>
+            <field name="input_type">pass_fail</field>
+            <field name="sequence">10</field>
+            <field name="required">True</field>
+        </record>
+        <record id="step_kind_input_wbf_retest" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_wbf_test"/>
+            <field name="name">Retest Count</field>
+            <field name="input_type">number</field>
+            <field name="sequence">20</field>
+        </record>
+        <record id="step_kind_input_wbf_photo" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_wbf_test"/>
+            <field name="name">Photo on FAIL</field>
+            <field name="input_type">photo</field>
+            <field name="sequence">30</field>
+        </record>
+
+        <!-- dry -->
+        <record id="step_kind_input_dry_method" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_dry"/>
+            <field name="name">Dry Method</field>
+            <field name="input_type">selection</field>
+            <field name="selection_options">hot air,oven,spin</field>
+            <field name="sequence">10</field>
+        </record>
+        <record id="step_kind_input_dry_time" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_dry"/>
+            <field name="name">Actual Time</field>
+            <field name="input_type">time_seconds</field>
+            <field name="target_unit">s</field>
+            <field name="sequence">20</field>
+        </record>
+        <record id="step_kind_input_dry_temp" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_dry"/>
+            <field name="name">Actual Temperature</field>
+            <field name="input_type">temperature</field>
+            <field name="target_unit">f</field>
+            <field name="sequence">30</field>
+        </record>
+
+        <!-- bake -->
+        <record id="step_kind_input_bake_in" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_bake"/>
+            <field name="name">Time In</field>
+            <field name="input_type">date</field>
+            <field name="sequence">10</field>
+        </record>
+        <record id="step_kind_input_bake_out" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_bake"/>
+            <field name="name">Time Out</field>
+            <field name="input_type">date</field>
+            <field name="sequence">20</field>
+        </record>
+        <record id="step_kind_input_bake_temp" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_bake"/>
+            <field name="name">Actual Temperature</field>
+            <field name="input_type">temperature</field>
+            <field name="target_unit">f</field>
+            <field name="sequence">30</field>
+        </record>
+        <record id="step_kind_input_bake_oven" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_bake"/>
+            <field name="name">Oven ID</field>
+            <field name="input_type">text</field>
+            <field name="sequence">40</field>
+        </record>
+        <record id="step_kind_input_bake_chart" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_bake"/>
+            <field name="name">Chart Recorder File</field>
+            <field name="input_type">photo</field>
+            <field name="hint">Attach AMS-2759 chart-recorder file</field>
+            <field name="sequence">50</field>
+        </record>
+
+        <!-- racking -->
+        <record id="step_kind_input_racking_qty" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_racking"/>
+            <field name="name">Actual Qty</field>
+            <field name="input_type">number</field>
+            <field name="target_unit">each</field>
+            <field name="sequence">10</field>
+            <field name="required">True</field>
+        </record>
+        <record id="step_kind_input_racking_rack" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_racking"/>
+            <field name="name">Rack ID</field>
+            <field name="input_type">text</field>
+            <field name="sequence">20</field>
+        </record>
+        <record id="step_kind_input_racking_mask" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_racking"/>
+            <field name="name">Masking Applied</field>
+            <field name="input_type">boolean</field>
+            <field name="sequence">30</field>
+        </record>
+        <record id="step_kind_input_racking_photo" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_racking"/>
+            <field name="name">Photo of Racked Load</field>
+            <field name="input_type">photo</field>
+            <field name="sequence">40</field>
+        </record>
+
+        <!-- derack -->
+        <record id="step_kind_input_derack_qty" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_derack"/>
+            <field name="name">Actual Qty</field>
+            <field name="input_type">number</field>
+            <field name="target_unit">each</field>
+            <field name="sequence">10</field>
+        </record>
+        <record id="step_kind_input_derack_method" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_derack"/>
+            <field name="name">Mask Removal Method</field>
+            <field name="input_type">selection</field>
+            <field name="selection_options">mechanical,solvent,thermal,not applicable</field>
+            <field name="sequence">20</field>
+        </record>
+        <record id="step_kind_input_derack_residue" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_derack"/>
+            <field name="name">Residue Check</field>
+            <field name="input_type">pass_fail</field>
+            <field name="sequence">30</field>
+        </record>
+
+        <!-- mask -->
+        <record id="step_kind_input_mask_qty" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_mask"/>
+            <field name="name">Actual Qty</field>
+            <field name="input_type">number</field>
+            <field name="target_unit">each</field>
+            <field name="sequence">10</field>
+        </record>
+        <record id="step_kind_input_mask_material" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_mask"/>
+            <field name="name">Mask Material</field>
+            <field name="input_type">selection</field>
+            <field name="selection_options">Microshield,latex tape,vinyl plugs,wax,other</field>
+            <field name="sequence">20</field>
+        </record>
+        <record id="step_kind_input_mask_photo" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_mask"/>
+            <field name="name">Photo of Masked Parts</field>
+            <field name="input_type">photo</field>
+            <field name="sequence">30</field>
+        </record>
+
+        <!-- demask -->
+        <record id="step_kind_input_demask_residue" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_demask"/>
+            <field name="name">Residue Check</field>
+            <field name="input_type">pass_fail</field>
+            <field name="sequence">10</field>
+        </record>
+        <record id="step_kind_input_demask_surface" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_demask"/>
+            <field name="name">Surface Condition</field>
+            <field name="input_type">selection</field>
+            <field name="selection_options">clean,marks,needs rework</field>
+            <field name="sequence">20</field>
+        </record>
+
+        <!-- inspect -->
+        <record id="step_kind_input_inspect_result" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_inspect"/>
+            <field name="name">Result</field>
+            <field name="input_type">pass_fail</field>
+            <field name="sequence">10</field>
+            <field name="required">True</field>
+        </record>
+        <record id="step_kind_input_inspect_defect" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_inspect"/>
+            <field name="name">Defect Type</field>
+            <field name="input_type">selection</field>
+            <field name="selection_options">pitting,burn,blister,peel,missing coverage,none</field>
+            <field name="sequence">20</field>
+        </record>
+        <record id="step_kind_input_inspect_thick" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_inspect"/>
+            <field name="name">Thickness Sample</field>
+            <field name="input_type">thickness</field>
+            <field name="target_unit">in</field>
+            <field name="sequence">30</field>
+        </record>
+        <record id="step_kind_input_inspect_photo" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_inspect"/>
+            <field name="name">Photo</field>
+            <field name="input_type">photo</field>
+            <field name="sequence">40</field>
+        </record>
+        <record id="step_kind_input_inspect_sig" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_inspect"/>
+            <field name="name">Inspector Signature</field>
+            <field name="input_type">signature</field>
+            <field name="sequence">50</field>
+        </record>
+
+        <!-- hardness_test -->
+        <record id="step_kind_input_hard_load" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_hardness_test"/>
+            <field name="name">Test Load</field>
+            <field name="input_type">number</field>
+            <field name="hint">gf</field>
+            <field name="sequence">10</field>
+        </record>
+        <record id="step_kind_input_hard_readings" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_hardness_test"/>
+            <field name="name">Readings (HV/HK/HRC)</field>
+            <field name="input_type">multi_point_thickness</field>
+            <field name="hint">Three indents minimum</field>
+            <field name="sequence">20</field>
+        </record>
+        <record id="step_kind_input_hard_eq" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_hardness_test"/>
+            <field name="name">Equipment ID</field>
+            <field name="input_type">text</field>
+            <field name="sequence">30</field>
+        </record>
+        <record id="step_kind_input_hard_cal" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_hardness_test"/>
+            <field name="name">Last Calibration Date</field>
+            <field name="input_type">date</field>
+            <field name="sequence">40</field>
+        </record>
+
+        <!-- adhesion_test -->
+        <record id="step_kind_input_adh_method" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_adhesion_test"/>
+            <field name="name">Test Method</field>
+            <field name="input_type">selection</field>
+            <field name="selection_options">bend,tape,burnish,file</field>
+            <field name="sequence">10</field>
+        </record>
+        <record id="step_kind_input_adh_result" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_adhesion_test"/>
+            <field name="name">Result</field>
+            <field name="input_type">pass_fail</field>
+            <field name="sequence">20</field>
+            <field name="required">True</field>
+        </record>
+        <record id="step_kind_input_adh_photo" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_adhesion_test"/>
+            <field name="name">Photo of Coupon</field>
+            <field name="input_type">photo</field>
+            <field name="sequence">30</field>
+        </record>
+
+        <!-- salt_spray -->
+        <record id="step_kind_input_salt_dur" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_salt_spray"/>
+            <field name="name">Test Duration</field>
+            <field name="input_type">number</field>
+            <field name="hint">hours</field>
+            <field name="sequence">10</field>
+        </record>
+        <record id="step_kind_input_salt_result" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_salt_spray"/>
+            <field name="name">Result</field>
+            <field name="input_type">pass_fail</field>
+            <field name="sequence">20</field>
+            <field name="required">True</field>
+        </record>
+        <record id="step_kind_input_salt_red" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_salt_spray"/>
+            <field name="name">Red Rust %</field>
+            <field name="input_type">number</field>
+            <field name="sequence">30</field>
+        </record>
+        <record id="step_kind_input_salt_white" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_salt_spray"/>
+            <field name="name">White Corrosion %</field>
+            <field name="input_type">number</field>
+            <field name="sequence">40</field>
+        </record>
+        <record id="step_kind_input_salt_lab" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_salt_spray"/>
+            <field name="name">Lab Report</field>
+            <field name="input_type">photo</field>
+            <field name="hint">Attach scanned lab report</field>
+            <field name="sequence">50</field>
+        </record>
+
+        <!-- final_inspect -->
+        <record id="step_kind_input_fin_count" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_final_inspect"/>
+            <field name="name">Outgoing Part Count Verified</field>
+            <field name="input_type">boolean</field>
+            <field name="sequence">10</field>
+        </record>
+        <record id="step_kind_input_fin_qty_acc" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_final_inspect"/>
+            <field name="name">Qty Accepted</field>
+            <field name="input_type">number</field>
+            <field name="target_unit">each</field>
+            <field name="sequence">20</field>
+        </record>
+        <record id="step_kind_input_fin_qty_rej" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_final_inspect"/>
+            <field name="name">Qty Rejected</field>
+            <field name="input_type">number</field>
+            <field name="target_unit">each</field>
+            <field name="sequence">30</field>
+        </record>
+        <record id="step_kind_input_fin_defect" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_final_inspect"/>
+            <field name="name">Defect Categorization</field>
+            <field name="input_type">selection</field>
+            <field name="selection_options">pitting,burn,blister,peel,missing coverage,dimensional,none</field>
+            <field name="sequence">35</field>
+        </record>
+        <record id="step_kind_input_fin_thick" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_final_inspect"/>
+            <field name="name">Actual Coating Thickness</field>
+            <field name="input_type">multi_point_thickness</field>
+            <field name="target_unit">in</field>
+            <field name="sequence">40</field>
+        </record>
+        <record id="step_kind_input_fin_dim" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_final_inspect"/>
+            <field name="name">Dimensional Verification</field>
+            <field name="input_type">pass_fail</field>
+            <field name="sequence">45</field>
+        </record>
+        <record id="step_kind_input_fin_ra" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_final_inspect"/>
+            <field name="name">Surface Finish (Ra)</field>
+            <field name="input_type">number</field>
+            <field name="hint">µin</field>
+            <field name="sequence">47</field>
+        </record>
+        <record id="step_kind_input_fin_pass" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_final_inspect"/>
+            <field name="name">Pass/Fail</field>
+            <field name="input_type">pass_fail</field>
+            <field name="sequence">50</field>
+            <field name="required">True</field>
+        </record>
+        <record id="step_kind_input_fin_sig" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_final_inspect"/>
+            <field name="name">Inspector Signature</field>
+            <field name="input_type">signature</field>
+            <field name="sequence">60</field>
+        </record>
+
+        <!-- packaging -->
+        <record id="step_kind_input_pkg_type" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_packaging"/>
+            <field name="name">Packaging Type</field>
+            <field name="input_type">selection</field>
+            <field name="selection_options">VCI bag,bubble wrap,separator paper,custom crate,other</field>
+            <field name="sequence">10</field>
+        </record>
+        <record id="step_kind_input_pkg_qty" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_packaging"/>
+            <field name="name">Qty Per Package</field>
+            <field name="input_type">number</field>
+            <field name="target_unit">each</field>
+            <field name="sequence">20</field>
+        </record>
+        <record id="step_kind_input_pkg_count" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_packaging"/>
+            <field name="name">Package Count</field>
+            <field name="input_type">number</field>
+            <field name="sequence">30</field>
+        </record>
+        <record id="step_kind_input_pkg_cert" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_packaging"/>
+            <field name="name">Cert Package Included</field>
+            <field name="input_type">boolean</field>
+            <field name="sequence">40</field>
+        </record>
+        <record id="step_kind_input_pkg_cust" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_packaging"/>
+            <field name="name">Customer-Supplied Packaging</field>
+            <field name="input_type">boolean</field>
+            <field name="sequence">50</field>
+        </record>
+
+        <!-- ship -->
+        <record id="step_kind_input_ship_qty" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_ship"/>
+            <field name="name">Outgoing Qty</field>
+            <field name="input_type">number</field>
+            <field name="target_unit">each</field>
+            <field name="sequence">10</field>
+            <field name="required">True</field>
+        </record>
+        <record id="step_kind_input_ship_carrier" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_ship"/>
+            <field name="name">Carrier</field>
+            <field name="input_type">selection</field>
+            <field name="selection_options">UPS,FedEx,Purolator,Customer Pickup,Other</field>
+            <field name="sequence">20</field>
+        </record>
+        <record id="step_kind_input_ship_track" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_ship"/>
+            <field name="name">Tracking #</field>
+            <field name="input_type">text</field>
+            <field name="sequence">30</field>
+        </record>
+        <record id="step_kind_input_ship_bol" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_ship"/>
+            <field name="name">BoL #</field>
+            <field name="input_type">text</field>
+            <field name="sequence">40</field>
+        </record>
+        <record id="step_kind_input_ship_photo" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_ship"/>
+            <field name="name">Photo of Sealed Shipment</field>
+            <field name="input_type">photo</field>
+            <field name="sequence">50</field>
+        </record>
+
+        <!-- contract_review -->
+        <record id="step_kind_input_cr_init" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_contract_review"/>
+            <field name="name">Reviewer Initials</field>
+            <field name="input_type">signature</field>
+            <field name="sequence">10</field>
+        </record>
+        <record id="step_kind_input_cr_date" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_contract_review"/>
+            <field name="name">Date Reviewed</field>
+            <field name="input_type">date</field>
+            <field name="sequence">20</field>
+        </record>
+        <record id="step_kind_input_cr_qa" model="fp.step.kind.default.input">
+            <field name="kind_id" ref="step_kind_contract_review"/>
+            <field name="name">QA-005 Approved</field>
+            <field name="input_type">pass_fail</field>
+            <field name="sequence">30</field>
+        </record>
+
+        <!-- gating: intentionally no default inputs -->
+
+    </data>
+</odoo>

fusion_plating/fusion_plating/data/fp_step_template_data.xml

@@ -13,7 +13,7 @@
     <record id="fp_step_template_receiving_std" model="fp.step.template">
         <field name="name">Incoming Inspection (Standard)</field>
         <field name="code">RECV_STD</field>
-        <field name="default_kind">receiving</field>
+        <field name="kind_id" ref="step_kind_receiving"/>
         <field name="icon">fa-inbox</field>
         <field name="description"><![CDATA[
             <p>Verify quantity received against packing slip. Visually inspect
@@ -25,7 +25,7 @@
     <record id="fp_step_template_electroclean_std" model="fp.step.template">
         <field name="name">Electroclean (Standard)</field>
         <field name="code">ELEC_CLEAN_STD</field>
-        <field name="default_kind">electroclean</field>
+        <field name="kind_id" ref="step_kind_electroclean"/>
         <field name="icon">fa-bolt</field>
         <field name="description"><![CDATA[
             <p>Submerge rack and energise. Record actual amperage, voltage,
@@ -36,7 +36,7 @@
     <record id="fp_step_template_strike_std" model="fp.step.template">
         <field name="name">Wood's Nickel Strike (Standard)</field>
         <field name="code">STRIKE_STD</field>
-        <field name="default_kind">strike</field>
+        <field name="kind_id" ref="step_kind_strike"/>
         <field name="icon">fa-flash</field>
         <field name="description"><![CDATA[
             <p>Apply thin nickel strike to ensure adhesion before main plate.
@@ -47,7 +47,7 @@
     <record id="fp_step_template_salt_spray_std" model="fp.step.template">
         <field name="name">Salt Spray Test (ASTM B117)</field>
         <field name="code">SALT_SPRAY_STD</field>
-        <field name="default_kind">salt_spray</field>
+        <field name="kind_id" ref="step_kind_salt_spray"/>
         <field name="icon">fa-tint</field>
         <field name="description"><![CDATA[
             <p>Submit test panel to salt spray cabinet for the specified
@@ -59,7 +59,7 @@
     <record id="fp_step_template_adhesion_std" model="fp.step.template">
         <field name="name">Adhesion Test (Bend / Tape)</field>
         <field name="code">ADHESION_STD</field>
-        <field name="default_kind">adhesion_test</field>
+        <field name="kind_id" ref="step_kind_adhesion_test"/>
         <field name="icon">fa-link</field>
         <field name="description"><![CDATA[
             <p>Perform adhesion test per spec (bend, tape, burnish, or file).
@@ -70,7 +70,7 @@
     <record id="fp_step_template_hardness_std" model="fp.step.template">
         <field name="name">Microhardness Test</field>
         <field name="code">HARDNESS_STD</field>
-        <field name="default_kind">hardness_test</field>
+        <field name="kind_id" ref="step_kind_hardness_test"/>
         <field name="icon">fa-cube</field>
         <field name="description"><![CDATA[
             <p>Take three indentations minimum on the test coupon. Record
@@ -82,7 +82,7 @@
     <record id="fp_step_template_packaging_std" model="fp.step.template">
         <field name="name">Packaging (Standard)</field>
         <field name="code">PKG_STD</field>
-        <field name="default_kind">packaging</field>
+        <field name="kind_id" ref="step_kind_packaging"/>
         <field name="icon">fa-archive</field>
         <field name="description"><![CDATA[
             <p>Wrap parts per customer spec (VCI bag, bubble wrap, separator
@@ -94,7 +94,7 @@
     <record id="fp_step_template_replenishment_std" model="fp.step.template">
         <field name="name">Tank Replenishment</field>
         <field name="code">REPL_STD</field>
-        <field name="default_kind">replenishment</field>
+        <field name="kind_id" ref="step_kind_replenishment"/>
         <field name="icon">fa-flask</field>
         <field name="description"><![CDATA[
             <p>Mid-shift bath top-up. Record bath ID, chemistry added (name

fusion_plating/fusion_plating/migrations/19.0.18.13.0/post-migrate.py

@@ -0,0 +1,126 @@
+# -*- coding: utf-8 -*-
+# Copyright 2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+# Part of the Fusion Plating product family.
+"""19.0.18.13.0 — Backfill kind_id from legacy default_kind text values.
+
+Sub 14b — `default_kind` was a Selection on fp.step.template and
+fusion.plating.process.node. It is now a stored related Char that
+reads from kind_id.code on a new fp.step.kind catalog.
+
+When a Selection field is converted into a Many2one in code, Odoo's
+ORM does NOT auto-migrate the data — the new column starts empty. This
+script reads the (still-present) text values out of the OLD `default_kind`
+column and points kind_id at the seeded fp.step.kind record whose code
+matches.
+
+Idempotent — running it twice is a no-op.
+"""
+
+import logging
+
+_logger = logging.getLogger(__name__)
+
+
+def migrate(cr, version):
+    """Run by the Odoo migration framework on -u to 19.0.18.13.0."""
+    # ---- Build code → kind_id map from seeded data --------------------
+    cr.execute("SELECT id, code FROM fp_step_kind")
+    code_to_id = {code: kid for kid, code in cr.fetchall()}
+    if not code_to_id:
+        _logger.warning(
+            '19.0.18.13.0: fp_step_kind is empty — seed data did not '
+            'load before post-migrate. Skipping backfill.',
+        )
+        return
+
+    # ---- 1. fp.step.template.kind_id ----------------------------------
+    _backfill(
+        cr,
+        table='fp_step_template',
+        text_col='x_default_kind_legacy',
+        m2o_col='kind_id',
+        code_to_id=code_to_id,
+    )
+
+    # ---- 2. fusion.plating.process.node.kind_id -----------------------
+    _backfill(
+        cr,
+        table='fusion_plating_process_node',
+        text_col='x_default_kind_legacy',
+        m2o_col='kind_id',
+        code_to_id=code_to_id,
+    )
+
+    # ---- 3. Force recompute of stored related default_kind --------------
+    # Now that kind_id is populated, the related Char will read the right
+    # value on next access. Trigger an explicit recompute via SQL so the
+    # column reflects current state immediately (faster than waiting for
+    # ORM to do it lazily on each row).
+    for table in ('fp_step_template', 'fusion_plating_process_node'):
+        cr.execute(f"""
+            UPDATE {table} t
+            SET default_kind = k.code
+            FROM fp_step_kind k
+            WHERE t.kind_id = k.id
+        """)
+        _logger.info(
+            '19.0.18.13.0: synced default_kind from kind_id.code on '
+            '%s rows of %s', cr.rowcount, table,
+        )
+
+
+def _backfill(cr, table, text_col, m2o_col, code_to_id):
+    """Generic backfill helper. Reads `text_col` text values, updates
+    `m2o_col` per row using the supplied code→id lookup table.
+    """
+    # Defensive — if either column is missing (fresh install, never had
+    # default_kind data) skip silently.
+    cr.execute("""
+        SELECT column_name FROM information_schema.columns
+        WHERE table_name = %s AND column_name IN (%s, %s)
+    """, (table, text_col, m2o_col))
+    cols = {row[0] for row in cr.fetchall()}
+    if text_col not in cols or m2o_col not in cols:
+        _logger.info(
+            '19.0.18.13.0: %s missing %s or %s, skipping backfill',
+            table, text_col, m2o_col,
+        )
+        return
+
+    # Pull every row with a non-null default_kind that doesn't yet have
+    # a kind_id — leaves manually-edited rows alone if migration is
+    # rerun.
+    cr.execute(f"""
+        SELECT id, {text_col} FROM {table}
+        WHERE {text_col} IS NOT NULL AND {m2o_col} IS NULL
+    """)
+    rows = cr.fetchall()
+    if not rows:
+        _logger.info(
+            '19.0.18.13.0: %s has no rows needing backfill', table,
+        )
+        return
+
+    updated = 0
+    skipped = 0
+    by_kind = {}
+    for rec_id, code in rows:
+        kid = code_to_id.get(code)
+        if not kid:
+            skipped += 1
+            continue
+        by_kind.setdefault(kid, []).append(rec_id)
+
+    for kid, ids in by_kind.items():
+        cr.execute(
+            f"UPDATE {table} SET {m2o_col} = %s WHERE id = ANY(%s)",
+            (kid, ids),
+        )
+        updated += len(ids)
+
+    _logger.info(
+        '19.0.18.13.0: backfilled %s.%s on %s rows (%s skipped — code '
+        'not found in fp_step_kind seed data)',
+        table, m2o_col, updated, skipped,
+    )

fusion_plating/fusion_plating/migrations/19.0.18.13.0/pre-migrate.py

@@ -0,0 +1,57 @@
+# -*- coding: utf-8 -*-
+# Copyright 2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+# Part of the Fusion Plating product family.
+"""19.0.18.13.0 — Snapshot legacy default_kind values BEFORE the field
+type change wipes them.
+
+Sub 14b — `default_kind` was a Selection on fp.step.template and
+fusion.plating.process.node. The new model code defines it as a
+stored related Char (`related='kind_id.code', store=True`). On first
+ORM access after upgrade, Odoo recomputes the stored related from
+kind_id (which is NULL → wipes the column). We must snapshot the
+original text values now, so post-migrate can read them and resolve
+kind_id.
+
+Idempotent — running it twice is a no-op (snapshot column gets
+re-written with the same data).
+"""
+
+import logging
+
+_logger = logging.getLogger(__name__)
+
+
+def migrate(cr, version):
+    for table in ('fp_step_template', 'fusion_plating_process_node'):
+        _snapshot(cr, table)
+
+
+def _snapshot(cr, table):
+    cr.execute("""
+        SELECT column_name FROM information_schema.columns
+        WHERE table_name = %s AND column_name = 'default_kind'
+    """, (table,))
+    if not cr.fetchone():
+        _logger.info(
+            '19.0.18.13.0/pre: %s has no default_kind column, skip',
+            table,
+        )
+        return
+
+    # Add the snapshot column if missing.
+    cr.execute(f"""
+        ALTER TABLE {table}
+        ADD COLUMN IF NOT EXISTS x_default_kind_legacy VARCHAR
+    """)
+    # Copy the live data.
+    cr.execute(f"""
+        UPDATE {table}
+        SET x_default_kind_legacy = default_kind
+        WHERE default_kind IS NOT NULL
+    """)
+    _logger.info(
+        '19.0.18.13.0/pre: snapshotted %s rows from %s.default_kind '
+        'to x_default_kind_legacy',
+        cr.rowcount, table,
+    )

fusion_plating/fusion_plating/models/__init__.py

@@ -36,6 +36,7 @@ from . import hr_employee
 from . import fp_process_node_inherit
 
 # Sub 12a — Simple Recipe Editor + Step Library
+from . import fp_step_kind  # MUST load before fp_step_template (dependency)
 from . import fp_step_template
 from . import fp_step_template_input
 from . import fp_step_template_transition_input

fusion_plating/fusion_plating/models/fp_process_node.py

@@ -373,34 +373,16 @@ class FpProcessNode(models.Model):
         string='Requires Transition Form',
         help='Sub 12b — opens the transition form before Mark Done.',
     )
-    default_kind = fields.Selection(
+    # Sub 14b — User-extensible Step Kinds (was Selection of 24).
-        [
+    kind_id = fields.Many2one(
-            ('receiving', 'Receiving / Incoming Inspection'),
+        'fp.step.kind', string='Step Kind', ondelete='set null', index=True,
-            ('contract_review', 'Contract Review (QA-005)'),
+        help='Pick from the catalog or create a new kind.',
-            ('racking', 'Racking'),
+    )
-            ('mask', 'Masking'),
+    # Back-compat: code-string accessor that all legacy
-            ('cleaning', 'Cleaning'),
+    # `node.default_kind == "cleaning"` comparisons keep using.
-            ('electroclean', 'Electroclean'),
+    default_kind = fields.Char(
-            ('etch', 'Etch / Activation'),
+        related='kind_id.code', store=True, readonly=True, index=True,
-            ('rinse', 'Rinse'),
+        string='Step Kind Code',
-            ('strike', 'Strike (Wood\'s Nickel / Activation)'),
-            ('plate', 'Plating'),
-            ('replenishment', 'Tank Replenishment'),
-            ('wbf_test', 'Water Break Free Test'),
-            ('dry', 'Drying'),
-            ('bake', 'Bake (HE Relief / Stress Relief)'),
-            ('demask', 'De-Masking'),
-            ('derack', 'De-Racking'),
-            ('inspect', 'Inspection'),
-            ('hardness_test', 'Hardness Test (HV / HK / HRC)'),
-            ('adhesion_test', 'Adhesion Test'),
-            ('salt_spray', 'Salt Spray / Corrosion Test'),
-            ('final_inspect', 'Final Inspection'),
-            ('packaging', 'Packaging / Pre-Ship'),
-            ('ship', 'Shipping'),
-            ('gating', 'Gating'),
-        ],
-        string='Step Kind',
     )
     preferred_editor = fields.Selection(
         [

fusion_plating/fusion_plating/models/fp_step_kind.py

@@ -0,0 +1,282 @@
+# -*- coding: utf-8 -*-
+# Copyright 2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+# Part of the Fusion Plating product family.
+
+from odoo import _, api, fields, models
+
+from ._fp_uom_selection import FP_UOM_SELECTION
+
+
+class FpStepKind(models.Model):
+    """User-extensible Step Kind catalog.
+
+    Replaces the hardcoded `default_kind` Selection on fp.step.template
+    and fusion.plating.process.node. Each kind carries a list of default
+    inputs that get seeded onto a step template when the kind is picked.
+    """
+    _name = 'fp.step.kind'
+    _description = 'Fusion Plating — Step Kind'
+    _order = 'sequence, name'
+
+    code = fields.Char(
+        string='Code', required=True, index=True,
+        help='Stable lowercase technical key. Used by automation rules and '
+             'workflow-state triggers (e.g. "cleaning", "plate"). Lower-case'
+             ' enforced; underscores allowed.',
+    )
+    name = fields.Char(string='Name', required=True, translate=True)
+    sequence = fields.Integer(string='Sequence', default=10)
+    active = fields.Boolean(string='Active', default=True)
+    description = fields.Html(string='Description')
+    icon = fields.Selection(
+        selection='_get_icon_selection',
+        string='Icon',
+        default='fa-cog',
+    )
+    company_id = fields.Many2one(
+        'res.company', string='Company',
+        default=lambda self: self.env.company,
+    )
+    default_input_ids = fields.One2many(
+        'fp.step.kind.default.input', 'kind_id',
+        string='Default Inputs', copy=True,
+        help='Auto-seeded onto a step template when this kind is picked '
+             '(via the "Seed Defaults" action).',
+    )
+    template_count = fields.Integer(
+        string='Templates', compute='_compute_template_count')
+
+    _sql_constraints = [
+        ('fp_step_kind_code_company_uniq',
+         'unique(code, company_id)',
+         'Step kind code must be unique within a company.'),
+    ]
+
+    # Curated FontAwesome 4 icon catalog for the visual icon picker.
+    # Bigger than the 24 historical fp.process.node list — covers
+    # manufacturing, lab, quality, shipping, safety, time, status etc.
+    # FA4 ships with Odoo (no extra deps). Key = CSS class, Value = label.
+    _ICON_SELECTION = [
+        # Process / chemistry
+        ('fa-flask', 'Flask / Chemistry'),
+        ('fa-tint', 'Drop / Liquid'),
+        ('fa-tachometer', 'Gauge / Measure'),
+        ('fa-thermometer-half', 'Temp / Heat'),
+        ('fa-fire', 'Fire / Bake'),
+        ('fa-snowflake-o', 'Cold / Freeze'),
+        ('fa-bolt', 'Bolt / Electric'),
+        ('fa-plug', 'Plug / Power'),
+        ('fa-magnet', 'Magnet'),
+        ('fa-bullseye', 'Target / Blast'),
+        ('fa-shower', 'Shower / Clean'),
+        ('fa-bathtub', 'Bathtub / Soak'),
+        ('fa-tachometer', 'Tachometer'),
+
+        # Equipment / shop
+        ('fa-industry', 'Industry / Line'),
+        ('fa-wrench', 'Wrench / Operation'),
+        ('fa-cog', 'Gear / General'),
+        ('fa-cogs', 'Gears / System'),
+        ('fa-sitemap', 'Sitemap / Process'),
+        ('fa-cubes', 'Cubes / Batch'),
+        ('fa-cube', 'Cube / Part'),
+        ('fa-th', 'Grid / Racking'),
+        ('fa-th-large', 'Large Grid'),
+        ('fa-server', 'Server / Rack'),
+        ('fa-database', 'Database / Tank'),
+        ('fa-archive', 'Archive / Box'),
+        ('fa-recycle', 'Recycle / Reuse'),
+        ('fa-balance-scale', 'Scale / Balance'),
+
+        # Masking / surface
+        ('fa-paint-brush', 'Paint / Masking'),
+        ('fa-eraser', 'Eraser / De-Masking'),
+        ('fa-shield', 'Shield / Protect'),
+        ('fa-diamond', 'Diamond / Plating'),
+        ('fa-circle-o-notch', 'Coating Layer'),
+
+        # Inspection / quality
+        ('fa-search', 'Search / Inspect'),
+        ('fa-search-plus', 'Search Plus'),
+        ('fa-eye', 'Eye / Visual'),
+        ('fa-eye-slash', 'Eye Slash / Hidden'),
+        ('fa-camera', 'Camera / Photo'),
+        ('fa-check', 'Check'),
+        ('fa-check-circle', 'Check / Approve'),
+        ('fa-check-square-o', 'Checkbox'),
+        ('fa-times', 'Reject / Cancel'),
+        ('fa-times-circle', 'Reject Circle'),
+        ('fa-exclamation-triangle', 'Warning'),
+        ('fa-exclamation-circle', 'Alert'),
+        ('fa-info-circle', 'Info'),
+        ('fa-question-circle', 'Question'),
+        ('fa-bug', 'Bug / Defect'),
+        ('fa-flag', 'Flag'),
+        ('fa-flag-checkered', 'Finish / Done'),
+        ('fa-trophy', 'Trophy / Pass'),
+        ('fa-thumbs-up', 'Thumbs Up'),
+        ('fa-thumbs-down', 'Thumbs Down'),
+        ('fa-star', 'Star'),
+        ('fa-bookmark', 'Bookmark'),
+        ('fa-certificate', 'Certificate'),
+
+        # Time
+        ('fa-clock-o', 'Clock / Wait'),
+        ('fa-hourglass-half', 'Hourglass'),
+        ('fa-hourglass-end', 'Hourglass End'),
+        ('fa-calendar', 'Calendar'),
+        ('fa-calendar-check-o', 'Scheduled'),
+        ('fa-history', 'History'),
+
+        # Safety / handling
+        ('fa-hand-paper-o', 'Hand / Manual'),
+        ('fa-hand-stop-o', 'Stop Hand'),
+        ('fa-life-ring', 'Safety / Life Ring'),
+        ('fa-medkit', 'First Aid'),
+        ('fa-user-md', 'Inspector'),
+        ('fa-lock', 'Lock / Hold'),
+        ('fa-unlock', 'Unlock / Release'),
+        ('fa-key', 'Key'),
+
+        # Documentation / certs
+        ('fa-file-text-o', 'Document'),
+        ('fa-file-pdf-o', 'PDF'),
+        ('fa-file-image-o', 'Image File'),
+        ('fa-clipboard', 'Clipboard'),
+        ('fa-list-alt', 'Checklist'),
+        ('fa-list-ul', 'List'),
+        ('fa-tags', 'Tags'),
+        ('fa-tag', 'Tag'),
+        ('fa-barcode', 'Barcode'),
+        ('fa-qrcode', 'QR Code'),
+        ('fa-pencil', 'Pencil'),
+        ('fa-edit', 'Edit'),
+        ('fa-print', 'Print'),
+        ('fa-paperclip', 'Attach'),
+
+        # Shipping / logistics
+        ('fa-truck', 'Truck / Receiving'),
+        ('fa-paper-plane', 'Ship / Send'),
+        ('fa-plane', 'Plane / Airfreight'),
+        ('fa-ship', 'Ship'),
+        ('fa-shopping-cart', 'Cart'),
+        ('fa-shopping-bag', 'Bag / Pack'),
+        ('fa-gift', 'Gift / Package'),
+        ('fa-suitcase', 'Suitcase'),
+        ('fa-globe', 'Global'),
+        ('fa-map-marker', 'Location'),
+        ('fa-road', 'In Transit'),
+
+        # Status / process flow
+        ('fa-play-circle', 'Start'),
+        ('fa-pause-circle', 'Pause / Hold'),
+        ('fa-stop-circle', 'Stop'),
+        ('fa-step-forward', 'Step Forward'),
+        ('fa-fast-forward', 'Fast Forward'),
+        ('fa-refresh', 'Refresh / Repeat'),
+        ('fa-undo', 'Undo / Rework'),
+        ('fa-share', 'Hand-off'),
+        ('fa-arrow-right', 'Arrow Right'),
+        ('fa-arrow-down', 'Arrow Down'),
+        ('fa-long-arrow-right', 'Long Arrow Right'),
+        ('fa-random', 'Random / Mix'),
+        ('fa-exchange', 'Exchange'),
+        ('fa-sort-amount-asc', 'Sort Asc'),
+        ('fa-sort-amount-desc', 'Sort Desc'),
+        ('fa-tasks', 'Tasks'),
+
+        # Misc useful
+        ('fa-sun-o', 'Sun / Dry'),
+        ('fa-moon-o', 'Moon / Night'),
+        ('fa-cloud', 'Cloud'),
+        ('fa-leaf', 'Leaf / Eco'),
+        ('fa-tree', 'Tree'),
+        ('fa-bell', 'Bell / Alert'),
+        ('fa-bullhorn', 'Announce'),
+        ('fa-trash', 'Trash / Discard'),
+        ('fa-plus-circle', 'Add'),
+        ('fa-minus-circle', 'Remove'),
+        ('fa-circle', 'Circle'),
+        ('fa-square', 'Square'),
+        ('fa-asterisk', 'Asterisk'),
+        ('fa-cutlery', 'Cutlery / Bend'),
+        ('fa-link', 'Link / Adhesion'),
+        ('fa-chain-broken', 'Broken Chain'),
+        ('fa-anchor', 'Anchor'),
+        ('fa-ban', 'Ban / Forbidden'),
+    ]
+
+    @api.model
+    def _get_icon_selection(self):
+        return self._ICON_SELECTION
+
+    @api.depends()
+    def _compute_template_count(self):
+        Tpl = self.env['fp.step.template']
+        for k in self:
+            k.template_count = Tpl.search_count([('kind_id', '=', k.id)])
+
+    @api.model_create_multi
+    def create(self, vals_list):
+        for v in vals_list:
+            if v.get('code'):
+                v['code'] = v['code'].lower().strip().replace(' ', '_')
+        return super().create(vals_list)
+
+    def write(self, vals):
+        if vals.get('code'):
+            vals['code'] = vals['code'].lower().strip().replace(' ', '_')
+        return super().write(vals)
+
+    def action_open_templates(self):
+        self.ensure_one()
+        return {
+            'type': 'ir.actions.act_window',
+            'name': _('Step Templates — %s') % self.name,
+            'res_model': 'fp.step.template',
+            'view_mode': 'list,form',
+            'domain': [('kind_id', '=', self.id)],
+            'context': {'default_kind_id': self.id},
+        }
+
+
+class FpStepKindDefaultInput(models.Model):
+    """Default input prototype attached to a step kind.
+
+    When a recipe author picks a kind on a step template and clicks
+    'Seed Defaults', these get copied into the template's input list
+    (idempotent — skips by name).
+    """
+    _name = 'fp.step.kind.default.input'
+    _description = 'Fusion Plating — Step Kind Default Input'
+    _order = 'sequence, name'
+
+    name = fields.Char(string='Name', required=True, translate=True)
+    kind_id = fields.Many2one(
+        'fp.step.kind', string='Kind',
+        required=True, ondelete='cascade', index=True,
+    )
+    input_type = fields.Selection([
+        ('text', 'Text'),
+        ('number', 'Number'),
+        ('boolean', 'Yes/No'),
+        ('selection', 'Selection'),
+        ('date', 'Date / Time'),
+        ('signature', 'Signature'),
+        ('time_hms', 'Time (HH:MM:SS)'),
+        ('time_seconds', 'Time (seconds)'),
+        ('temperature', 'Temperature'),
+        ('thickness', 'Thickness'),
+        ('pass_fail', 'Pass / Fail'),
+        ('photo', 'Photo'),
+        ('multi_point_thickness', 'Multi-Point Thickness (avg)'),
+        ('bath_chemistry_panel', 'Bath Chemistry Panel'),
+        ('ph', 'pH'),
+    ], string='Input Type', required=True, default='text')
+    target_unit = fields.Selection(FP_UOM_SELECTION, string='Target Unit')
+    required = fields.Boolean(string='Required', default=False)
+    hint = fields.Char(string='Hint')
+    selection_options = fields.Text(string='Selection Options',
+        help='Comma-separated when input_type is "selection".')
+    sequence = fields.Integer(string='Sequence', default=10)

fusion_plating/fusion_plating/models/fp_step_template.py

@@ -88,32 +88,21 @@ class FpStepTemplate(models.Model):
     requires_transition_form = fields.Boolean(string='Requires Transition Form',
         help='Opens the transition form before Mark Done (Sub 12b).')
 
-    default_kind = fields.Selection([
+    # Sub 14b — User-extensible Step Kinds (was Selection of 24).
-        ('receiving', 'Receiving / Incoming Inspection'),
+    kind_id = fields.Many2one(
-        ('contract_review', 'Contract Review (QA-005)'),
+        'fp.step.kind', string='Step Kind', ondelete='restrict',
-        ('racking', 'Racking'),
+        index=True, tracking=True,
-        ('mask', 'Masking'),
+        help='Pick from the catalog or create a new kind. Drives sane-'
-        ('cleaning', 'Cleaning'),
+             'default input seeding.',
-        ('electroclean', 'Electroclean'),
+    )
-        ('etch', 'Etch / Activation'),
+    # Back-compat shim — every legacy `tpl.default_kind == "cleaning"`
-        ('rinse', 'Rinse'),
+    # call site keeps working without a refactor. Stored=True so existing
-        ('strike', 'Strike (Wood\'s Nickel / Activation)'),
+    # search domains [('default_kind', '=', 'cleaning')] still hit an
-        ('plate', 'Plating'),
+    # indexed column.
-        ('replenishment', 'Tank Replenishment'),
+    default_kind = fields.Char(
-        ('wbf_test', 'Water Break Free Test'),
+        related='kind_id.code', store=True, readonly=True, index=True,
-        ('dry', 'Drying'),
+        string='Step Kind Code',
-        ('bake', 'Bake (HE Relief / Stress Relief)'),
+    )
-        ('demask', 'De-Masking'),
-        ('derack', 'De-Racking'),
-        ('inspect', 'Inspection'),
-        ('hardness_test', 'Hardness Test (HV / HK / HRC)'),
-        ('adhesion_test', 'Adhesion Test'),
-        ('salt_spray', 'Salt Spray / Corrosion Test'),
-        ('final_inspect', 'Final Inspection'),
-        ('packaging', 'Packaging / Pre-Ship'),
-        ('ship', 'Shipping'),
-        ('gating', 'Gating'),
-    ], string='Step Kind', help='Drives sane-default input seeding.')
 
     input_template_ids = fields.One2many(
         'fp.step.template.input', 'template_id',
@@ -152,13 +141,11 @@ class FpStepTemplate(models.Model):
         return super().write(vals)
 
     # ----- Sane defaults seeding ---------------------------------------------
-
+    # Sub 14b — moved from a Python dict into seeded fp.step.kind records
-    # NB target_unit must be a valid FP_UOM_SELECTION key — it became a
+    # so users can add new kinds + their default inputs through the
-    # Selection in 19.0.12.1.0 (uom cleanup). Free-text values like
+    # standard UI. The dict below is preserved as a fallback only for
-    # 'HH:MM', '°F', 'sec', 'in', 'each' raise ValueError on create.
+    # codes that don't have a matching kind_id record (legacy data after
-    # Mapping cheatsheet: sec → 's', °F → 'f', °C → 'c', in → 'in',
+    # migration). It will be removed in a future version.
-    # each → 'each', min → 'min'. Format-only strings ('HH:MM') get
-    # left blank since they're not units.
     DEFAULT_INPUTS_BY_KIND = {
         'receiving': [
             {'name': 'Qty Received', 'input_type': 'number',
@@ -419,19 +406,37 @@ class FpStepTemplate(models.Model):
                 )
         return True
 
+    # Mapping from fp.step.kind.default.input fields → fp.step.template.input
+    # spec dict. Keep narrow — copy only the columns both models share.
+    _KIND_DEFAULT_INPUT_FIELDS = (
+        'name', 'input_type', 'target_unit', 'required',
+        'hint', 'selection_options', 'sequence',
+    )
+
     def action_seed_default_inputs(self):
-        """Seed input_template_ids based on default_kind. Idempotent —
+        """Seed input_template_ids from kind_id.default_input_ids.
-        only adds inputs whose names don't already exist on this template.
+        Idempotent — only adds inputs whose names don't already exist on
+        this template.
+
+        Falls back to the legacy DEFAULT_INPUTS_BY_KIND dict if the
+        template has no kind_id but still carries a default_kind code
+        (defensive — shouldn't happen post-migration).
 
         Public method (Odoo 19 requires non-underscore-prefixed names
         for methods called from a view button).
         """
         Input = self.env['fp.step.template.input']
         for tpl in self:
-            if not tpl.default_kind:
-                continue
             existing_names = set(tpl.input_template_ids.mapped('name'))
-            for spec in self.DEFAULT_INPUTS_BY_KIND.get(tpl.default_kind, []):
+            specs = []
+            if tpl.kind_id:
+                for d in tpl.kind_id.default_input_ids:
+                    spec = {f: d[f] for f in self._KIND_DEFAULT_INPUT_FIELDS}
+                    specs.append(spec)
+            elif tpl.default_kind:
+                # Legacy fallback — kind_id never got linked.
+                specs = self.DEFAULT_INPUTS_BY_KIND.get(tpl.default_kind, [])
+            for spec in specs:
                 if spec['name'] in existing_names:
                     continue
                 Input.create({

fusion_plating/fusion_plating/security/ir.model.access.csv

@@ -70,6 +70,12 @@ access_fp_work_role_manager,fp.work.role.manager,model_fp_work_role,group_fusion
 access_fp_proficiency_operator,fp.operator.proficiency.operator,model_fp_operator_proficiency,group_fusion_plating_operator,1,0,0,0
 access_fp_proficiency_supervisor,fp.operator.proficiency.supervisor,model_fp_operator_proficiency,group_fusion_plating_supervisor,1,1,1,0
 access_fp_proficiency_manager,fp.operator.proficiency.manager,model_fp_operator_proficiency,group_fusion_plating_manager,1,1,1,1
+access_fp_step_kind_operator,fp.step.kind.operator,model_fp_step_kind,group_fusion_plating_operator,1,0,0,0
+access_fp_step_kind_supervisor,fp.step.kind.supervisor,model_fp_step_kind,group_fusion_plating_supervisor,1,1,1,0
+access_fp_step_kind_manager,fp.step.kind.manager,model_fp_step_kind,group_fusion_plating_manager,1,1,1,1
+access_fp_step_kind_default_input_operator,fp.step.kind.default.input.operator,model_fp_step_kind_default_input,group_fusion_plating_operator,1,0,0,0
+access_fp_step_kind_default_input_supervisor,fp.step.kind.default.input.supervisor,model_fp_step_kind_default_input,group_fusion_plating_supervisor,1,1,1,1
+access_fp_step_kind_default_input_manager,fp.step.kind.default.input.manager,model_fp_step_kind_default_input,group_fusion_plating_manager,1,1,1,1
 access_fp_step_template_operator,fp.step.template.operator,model_fp_step_template,group_fusion_plating_operator,1,0,0,0
 access_fp_step_template_supervisor,fp.step.template.supervisor,model_fp_step_template,group_fusion_plating_supervisor,1,1,1,0
 access_fp_step_template_manager,fp.step.template.manager,model_fp_step_template,group_fusion_plating_manager,1,1,1,1

fusion_plating/fusion_plating/static/src/js/fp_icon_picker.js

@@ -0,0 +1,58 @@
+/** @odoo-module **/
+// Sub 14b — visual FontAwesome icon picker for fp.step.kind.icon and any
+// other Selection field whose values are FA classes (e.g. 'fa-flask').
+//
+// Always-visible compact grid with a Search box. Glyph-only tiles
+// (label appears on hover via title attribute). Designed for the form
+// view; the list shows raw text and opens the form for editing.
+
+import { Component, useState } from "@odoo/owl";
+import { registry } from "@web/core/registry";
+import { standardFieldProps } from "@web/views/fields/standard_field_props";
+
+class FpIconPickerField extends Component {
+    static template = "fusion_plating.FpIconPicker";
+    static props = { ...standardFieldProps };
+
+    setup() {
+        this.state = useState({ filter: "" });
+    }
+
+    get options() {
+        const field = this.props.record.fields[this.props.name];
+        return (field && field.selection) || [];
+    }
+
+    get filteredOptions() {
+        const q = (this.state.filter || "").trim().toLowerCase();
+        if (!q) return this.options;
+        return this.options.filter(([code, label]) =>
+            code.toLowerCase().includes(q) ||
+            (label || "").toLowerCase().includes(q)
+        );
+    }
+
+    get currentValue() {
+        return this.props.record.data[this.props.name] || "";
+    }
+
+    get currentLabel() {
+        const opt = this.options.find((o) => o[0] === this.currentValue);
+        return opt ? opt[1] : "";
+    }
+
+    async onPick(value, ev) {
+        if (this.props.readonly) return;
+        ev.preventDefault();
+        ev.stopPropagation();
+        await this.props.record.update({ [this.props.name]: value });
+    }
+}
+
+export const fpIconPickerField = {
+    component: FpIconPickerField,
+    displayName: "Icon Picker",
+    supportedTypes: ["selection"],
+};
+
+registry.category("fields").add("fp_icon_picker", fpIconPickerField);

fusion_plating/fusion_plating/static/src/js/simple_recipe_editor.js

@@ -243,6 +243,7 @@ export class FpSimpleRecipeEditor extends Component {
      */
     async onOpenLibraryCreate() {
         await this._fpEnsureWorkflowStatesLoaded();
+        await this._fpEnsureKindOptionsLoaded();
         this.state.libraryEditor = {
             id: null,                      // null = create
             name: "",
@@ -282,9 +283,67 @@ export class FpSimpleRecipeEditor extends Component {
         }
     }
 
+    /**
+     * Sub 14b — fetch the user-extensible Step Kind catalog once per
+     * editor session, cache on this.state.kindOptions. Used by both
+     * create + edit flows to populate the "Step Kind" dropdown so
+     * user-added kinds appear without a page reload.
+     */
+    async _fpEnsureKindOptionsLoaded() {
+        if (this.state.kindOptions && this.state.kindOptions.length) {
+            return;
+        }
+        try {
+            const data = await rpc("/fp/simple_recipe/kinds/list", {});
+            this.state.kindOptions = data.kinds || [];
+        } catch (err) {
+            this.state.kindOptions = [];
+        }
+    }
+
+    /**
+     * Sub 14b — handler for Step Kind dropdown change. Special-cases
+     * the "+ Add a new kind…" sentinel: prompt the user for a name,
+     * round-trip to /kinds/create, refresh the cached options, then
+     * select the newly-created kind.
+     */
+    async onKindChange(ev) {
+        const code = ev.target.value;
+        if (code !== "__new__") {
+            this.state.libraryEditor.default_kind = code || "";
+            return;
+        }
+        // Reset the dropdown so it doesn't stay on the sentinel if the
+        // user cancels the prompt.
+        ev.target.value = this.state.libraryEditor.default_kind || "";
+        const name = window.prompt(
+            "Name your new Step Kind (e.g. 'Passivation', 'Shot Peen')",
+            ""
+        );
+        if (!name || !name.trim()) {
+            return;
+        }
+        try {
+            const data = await rpc("/fp/simple_recipe/kinds/create", {
+                name: name.trim(),
+            });
+            if (!data.ok) {
+                alert(data.error || "Could not create Step Kind.");
+                return;
+            }
+            // Drop the cached list so the next ensure() refetches it.
+            this.state.kindOptions = null;
+            await this._fpEnsureKindOptionsLoaded();
+            this.state.libraryEditor.default_kind = data.code;
+        } catch (err) {
+            alert("Could not create Step Kind: " + (err.message || err));
+        }
+    }
+
     async onOpenLibraryEdit(templateId) {
         this.state.libraryEditorBusy = true;
         await this._fpEnsureWorkflowStatesLoaded();
+        await this._fpEnsureKindOptionsLoaded();
         const data = await rpc("/fp/simple_recipe/library/load", {
             template_id: templateId,
         });

fusion_plating/fusion_plating/static/src/scss/fp_icon_picker.scss

@@ -0,0 +1,150 @@
+// Sub 14b — Visual icon picker for fp.step.kind.icon and similar
+// Selection fields whose values are FontAwesome class names.
+//
+// Compact 12-column grid with Search filter. Glyph-only tiles
+// (label appears on hover via the browser tooltip). Capped at ~280px
+// scrollable height so it doesn't dominate the form.
+//
+// Dark-mode aware via $o-webclient-color-scheme branch (see CLAUDE.md).
+
+$o-webclient-color-scheme: bright !default;
+
+$_fp-icon-picker-bg-hex: #ffffff;
+$_fp-icon-picker-border-hex: #d8dadd;
+$_fp-icon-picker-hover-hex: #f3f4f6;
+$_fp-icon-picker-active-hex: #2c89e9;
+$_fp-icon-picker-text-hex: #21252b;
+$_fp-icon-picker-muted-hex: #6c757d;
+
+@if $o-webclient-color-scheme == dark {
+    $_fp-icon-picker-bg-hex: #22262d !global;
+    $_fp-icon-picker-border-hex: #3a3f47 !global;
+    $_fp-icon-picker-hover-hex: #2c313a !global;
+    $_fp-icon-picker-active-hex: #4ea3ff !global;
+    $_fp-icon-picker-text-hex: #e6e9ef !global;
+    $_fp-icon-picker-muted-hex: #9aa3ad !global;
+}
+
+$fp-icon-picker-bg:     var(--fp-icon-picker-bg, $_fp-icon-picker-bg-hex);
+$fp-icon-picker-border: var(--fp-icon-picker-border, $_fp-icon-picker-border-hex);
+$fp-icon-picker-hover:  var(--fp-icon-picker-hover, $_fp-icon-picker-hover-hex);
+$fp-icon-picker-active: var(--fp-icon-picker-active, $_fp-icon-picker-active-hex);
+$fp-icon-picker-text:   var(--fp-icon-picker-text, $_fp-icon-picker-text-hex);
+$fp-icon-picker-muted:  var(--fp-icon-picker-muted, $_fp-icon-picker-muted-hex);
+
+// Force full sheet width even when Odoo wraps the field in a fixed-width
+// .o_field_widget cell. Selecting both the wrapper and the inline root
+// belt-and-suspenders any group container that tries to clip us.
+.o_field_widget[name="icon"]:has(.o_fp_icon_picker_inline) {
+    width: 100% !important;
+    max-width: none !important;
+    flex: 1 1 100% !important;
+}
+
+.o_fp_icon_picker_inline {
+    display: flex;
+    flex-direction: column;
+    gap: 0.4rem;
+    width: 100%;
+
+    .o_fp_icon_picker_top {
+        display: flex;
+        align-items: center;
+        gap: 0.5rem;
+    }
+
+    .o_fp_icon_picker_current {
+        display: inline-flex;
+        align-items: center;
+        gap: 0.4rem;
+        padding: 0.25rem 0.6rem;
+        background-color: $fp-icon-picker-bg;
+        border: 1px solid $fp-icon-picker-border;
+        border-radius: 4px;
+        color: $fp-icon-picker-text;
+        font-size: 0.85rem;
+        flex: 1;
+        min-width: 0;
+    }
+
+    .o_fp_icon_picker_current_glyph {
+        font-size: 1rem;
+        color: $fp-icon-picker-active;
+        width: 1.2em;
+        text-align: center;
+    }
+
+    .o_fp_icon_picker_current_empty {
+        color: $fp-icon-picker-muted;
+    }
+
+    .o_fp_icon_picker_current_label {
+        flex: 1;
+        white-space: nowrap;
+        overflow: hidden;
+        text-overflow: ellipsis;
+    }
+
+    .o_fp_icon_picker_filter {
+        flex: 0 0 140px;
+        height: 28px;
+        font-size: 0.8rem;
+        padding: 0.2rem 0.5rem;
+    }
+
+    .o_fp_icon_picker_inline_grid {
+        // Auto-fill tracks of ~36px each → grid expands to fill
+        // whatever width the form column gives it.
+        display: grid;
+        grid-template-columns: repeat(auto-fill, minmax(36px, 1fr));
+        gap: 2px;
+        padding: 0.4rem;
+        background-color: $fp-icon-picker-bg;
+        border: 1px solid $fp-icon-picker-border;
+        border-radius: 4px;
+        max-height: 240px;
+        overflow-y: auto;
+    }
+
+    .o_fp_icon_picker_tile {
+        display: inline-flex;
+        align-items: center;
+        justify-content: center;
+        padding: 0;
+        background: transparent;
+        border: 1px solid transparent;
+        border-radius: 3px;
+        cursor: pointer;
+        color: $fp-icon-picker-text;
+        height: 30px;
+        width: 100%;
+
+        &:hover:not(:disabled) {
+            background-color: $fp-icon-picker-hover;
+            border-color: $fp-icon-picker-border;
+        }
+
+        &.o_fp_icon_picker_active {
+            border-color: $fp-icon-picker-active;
+            color: $fp-icon-picker-active;
+            background-color: rgba(44, 137, 233, 0.10);
+        }
+
+        &:disabled {
+            cursor: default;
+            opacity: 0.55;
+        }
+    }
+
+    .o_fp_icon_picker_tile_glyph {
+        font-size: 1rem;
+    }
+
+    .o_fp_icon_picker_empty_results {
+        grid-column: 1 / -1;
+        padding: 0.5rem;
+        text-align: center;
+        color: $fp-icon-picker-muted;
+        font-size: 0.8rem;
+    }
+}

fusion_plating/fusion_plating/static/src/xml/fp_icon_picker.xml

@@ -0,0 +1,35 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<templates xml:space="preserve">
+
+    <t t-name="fusion_plating.FpIconPicker">
+        <div class="o_fp_icon_picker_inline">
+            <div class="o_fp_icon_picker_top">
+                <div class="o_fp_icon_picker_current">
+                    <i t-if="currentValue" t-att-class="'fa ' + currentValue + ' o_fp_icon_picker_current_glyph'"/>
+                    <i t-if="!currentValue" class="fa fa-square-o o_fp_icon_picker_current_glyph o_fp_icon_picker_current_empty"/>
+                    <span class="o_fp_icon_picker_current_label" t-esc="currentLabel || 'Pick an icon'"/>
+                </div>
+                <input type="text" class="o_fp_icon_picker_filter form-control"
+                       placeholder="Search…"
+                       t-att-value="state.filter"
+                       t-on-input="(ev) => state.filter = ev.target.value"
+                       t-att-disabled="props.readonly"/>
+            </div>
+            <div class="o_fp_icon_picker_inline_grid">
+                <button type="button"
+                        t-foreach="filteredOptions" t-as="opt" t-key="opt[0]"
+                        class="o_fp_icon_picker_tile"
+                        t-att-class="{ 'o_fp_icon_picker_active': opt[0] === currentValue }"
+                        t-att-title="opt[1]"
+                        t-att-disabled="props.readonly"
+                        t-on-click="(ev) => this.onPick(opt[0], ev)">
+                    <i t-att-class="'fa ' + opt[0] + ' o_fp_icon_picker_tile_glyph'"/>
+                </button>
+                <div t-if="filteredOptions.length === 0" class="o_fp_icon_picker_empty_results">
+                    No icons match "<t t-esc="state.filter"/>"
+                </div>
+            </div>
+        </div>
+    </t>
+
+</templates>

fusion_plating/fusion_plating/static/src/xml/simple_recipe_editor.xml

@@ -414,32 +414,15 @@
                                            title="Picking a kind auto-seeds prompts and turns on workflow gates (Contract Review, Racking, Bake). Leave blank for plain generic steps."/>
                                     </label>
                                     <select class="form-select"
-                                            t-model="state.libraryEditor.default_kind">
+                                            t-on-change="(ev) => this.onKindChange(ev)"
+                                            t-att-value="state.libraryEditor.default_kind">
                                         <option value="">Generic — no automatic behaviour</option>
-                                        <option value="receiving">Receiving / Incoming Inspection</option>
+                                        <t t-foreach="state.kindOptions || []" t-as="k" t-key="k.id">
-                                        <option value="contract_review">Contract Review (QA-005)</option>
+                                            <option t-att-value="k.code" t-att-selected="k.code === state.libraryEditor.default_kind">
-                                        <option value="racking">Racking</option>
+                                                <t t-esc="k.name"/>
-                                        <option value="mask">Masking</option>
+                                            </option>
-                                        <option value="cleaning">Cleaning</option>
+                                        </t>
-                                        <option value="electroclean">Electroclean</option>
+                                        <option value="__new__">+ Add a new kind…</option>
-                                        <option value="etch">Etch / Activation</option>
-                                        <option value="rinse">Rinse</option>
-                                        <option value="strike">Strike (Wood's Nickel / Activation)</option>
-                                        <option value="plate">Plating</option>
-                                        <option value="replenishment">Tank Replenishment</option>
-                                        <option value="wbf_test">Water Break Free Test</option>
-                                        <option value="dry">Drying</option>
-                                        <option value="bake">Bake (HE Relief / Stress Relief)</option>
-                                        <option value="demask">De-Masking</option>
-                                        <option value="derack">De-Racking</option>
-                                        <option value="inspect">Inspection</option>
-                                        <option value="hardness_test">Hardness Test</option>
-                                        <option value="adhesion_test">Adhesion Test</option>
-                                        <option value="salt_spray">Salt Spray / Corrosion Test</option>
-                                        <option value="final_inspect">Final Inspection</option>
-                                        <option value="packaging">Packaging / Pre-Ship</option>
-                                        <option value="ship">Shipping</option>
-                                        <option value="gating">Gating</option>
                                     </select>
                                 </div>
                                 <div class="o_fp_le_field">

fusion_plating/fusion_plating/views/fp_process_node_views.xml

@@ -179,7 +179,8 @@
                             <group>
                                 <group string="Stations">
                                     <field name="tank_ids" widget="many2many_tags"/>
-                                    <field name="default_kind"/>
+                                    <field name="kind_id"
+                                           options="{'no_create_edit': false, 'no_quick_create': false}"/>
                                     <field name="material_callout"/>
                                 </group>
                                 <group string="Flags">

fusion_plating/fusion_plating/views/fp_step_kind_views.xml

@@ -0,0 +1,127 @@
+<?xml version="1.0" encoding="utf-8"?>
+<!--
+    Copyright 2026 Nexa Systems Inc.
+    License OPL-1 (Odoo Proprietary License v1.0)
+    Part of the Fusion Plating product family.
+
+    Sub 14b — User-extensible Step Kind catalog. Replaces the hardcoded
+    `default_kind` Selection on fp.step.template / fusion.plating.process.node.
+-->
+<odoo>
+
+    <record id="view_fp_step_kind_list" model="ir.ui.view">
+        <field name="name">fp.step.kind.list</field>
+        <field name="model">fp.step.kind</field>
+        <field name="arch" type="xml">
+            <list string="Step Kinds">
+                <field name="sequence" widget="handle"/>
+                <field name="name"/>
+                <field name="code"/>
+                <field name="icon"/>
+                <field name="template_count"/>
+                <field name="active" widget="boolean_toggle"/>
+            </list>
+        </field>
+    </record>
+
+    <record id="view_fp_step_kind_form" model="ir.ui.view">
+        <field name="name">fp.step.kind.form</field>
+        <field name="model">fp.step.kind</field>
+        <field name="arch" type="xml">
+            <form string="Step Kind">
+                <header>
+                    <button name="action_open_templates" type="object"
+                            string="View Templates" class="btn-secondary"
+                            invisible="template_count == 0"/>
+                </header>
+                <sheet>
+                    <widget name="web_ribbon" title="Archived"
+                            bg_color="bg-danger"
+                            invisible="active"/>
+                    <div class="oe_title">
+                        <label for="name"/>
+                        <h1><field name="name" placeholder="e.g. Passivation"/></h1>
+                        <div class="text-muted">
+                            <field name="code" placeholder="passivation"/>
+                        </div>
+                    </div>
+                    <group>
+                        <group>
+                            <field name="sequence"/>
+                            <field name="company_id"
+                                   groups="base.group_multi_company"/>
+                            <field name="active" invisible="1"/>
+                        </group>
+                        <group>
+                            <field name="template_count"/>
+                        </group>
+                    </group>
+                    <h3 class="mt-3 mb-2">Icon</h3>
+                    <field name="icon" widget="fp_icon_picker" nolabel="1"/>
+                    <notebook>
+                        <page string="Default Inputs" name="defaults">
+                            <div class="alert alert-info" role="alert">
+                                These inputs auto-seed onto a Step Template when an
+                                author picks this kind and clicks "Seed Default Inputs".
+                                Idempotent — won't duplicate prompts that already exist.
+                            </div>
+                            <field name="default_input_ids">
+                                <list editable="bottom">
+                                    <field name="sequence" widget="handle"/>
+                                    <field name="name"/>
+                                    <field name="input_type"/>
+                                    <field name="target_unit"/>
+                                    <field name="required" widget="boolean_toggle"/>
+                                    <field name="hint"/>
+                                    <field name="selection_options"/>
+                                </list>
+                            </field>
+                        </page>
+                        <page string="Description" name="description">
+                            <field name="description"
+                                   placeholder="Optional ops note shown to recipe authors when they pick this kind."/>
+                        </page>
+                    </notebook>
+                </sheet>
+            </form>
+        </field>
+    </record>
+
+    <record id="view_fp_step_kind_search" model="ir.ui.view">
+        <field name="name">fp.step.kind.search</field>
+        <field name="model">fp.step.kind</field>
+        <field name="arch" type="xml">
+            <search>
+                <field name="name"/>
+                <field name="code"/>
+                <separator/>
+                <filter string="Archived" name="inactive" domain="[('active','=',False)]"/>
+            </search>
+        </field>
+    </record>
+
+    <record id="action_fp_step_kind" model="ir.actions.act_window">
+        <field name="name">Step Kinds</field>
+        <field name="res_model">fp.step.kind</field>
+        <field name="view_mode">list,form</field>
+        <field name="search_view_id" ref="view_fp_step_kind_search"/>
+        <field name="help" type="html">
+            <p class="o_view_nocontent_smiling_face">
+                Add a new Step Kind
+            </p>
+            <p>
+                Step Kinds drive the dropdown shown when a recipe author
+                picks the type of a step (Cleaning, Plating, Bake…). Each
+                kind can carry default inputs that get auto-seeded onto
+                templates.
+            </p>
+        </field>
+    </record>
+
+    <menuitem id="menu_fp_step_kind"
+              name="Step Kinds"
+              parent="menu_fp_config_recipes_steps"
+              action="action_fp_step_kind"
+              sequence="50"/>
+
+</odoo>

fusion_plating/fusion_plating/views/fp_step_template_views.xml

@@ -14,7 +14,7 @@
                 <field name="sequence" widget="handle"/>
                 <field name="name"/>
                 <field name="code"/>
-                <field name="default_kind"/>
+                <field name="kind_id"/>
                 <field name="tank_ids" widget="many2many_tags" optional="show"/>
                 <field name="requires_signoff" optional="hide"/>
                 <field name="requires_rack_assignment" optional="hide"/>
@@ -32,7 +32,7 @@
                 <header>
                     <button name="action_seed_default_inputs" type="object"
                             string="Seed Default Inputs" class="btn-secondary"
-                            invisible="not default_kind"/>
+                            invisible="not kind_id"/>
                     <button name="action_add_common_audit_fields" type="object"
                             string="+ Common Audit Fields"
                             class="btn-secondary"
@@ -48,7 +48,8 @@
                     </div>
                     <group>
                         <group string="Classification">
-                            <field name="default_kind"/>
+                            <field name="kind_id"
+                                   options="{'no_create_edit': false, 'no_quick_create': false}"/>
                             <field name="icon"/>
                             <field name="process_type_id"/>
                             <field name="material_callout"/>
@@ -133,13 +134,13 @@
             <search>
                 <field name="name"/>
                 <field name="code"/>
-                <field name="default_kind"/>
+                <field name="kind_id"/>
                 <field name="tank_ids"/>
                 <separator/>
                 <filter string="Archived" name="inactive" domain="[('active','=',False)]"/>
                 <group>
                     <filter string="Step Kind" name="group_kind"
-                            context="{'group_by':'default_kind'}"/>
+                            context="{'group_by':'kind_id'}"/>
                     <filter string="Process Type" name="group_proc"
                             context="{'group_by':'process_type_id'}"/>
                 </group>