Merge branch 'main' of https://github.com/gsinghpal/Odoo-Modules

fusion_repairs/__init__.py

@@ -0,0 +1,7 @@
+# -*- coding: utf-8 -*-
+# Copyright 2024-2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+from . import models
+from . import wizard
+from . import controllers

fusion_repairs/__manifest__.py

@@ -0,0 +1,134 @@
+# -*- coding: utf-8 -*-
+# Copyright 2024-2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+{
+    'name': 'Fusion Repairs',
+    'version': '19.0.2.1.0',
+    'category': 'Inventory/Repairs',
+    'summary': 'Guided medical equipment repair intake, dispatch, maintenance, and self-service portal',
+    'description': """
+Fusion Repairs
+==============
+
+Comprehensive repairs and maintenance management for medical equipment retailers
+and service providers (hospital beds, wheelchairs, stairlifts, porch lifts,
+walkers, mattresses, rollators).
+
+Phase 1 - MVP
+-------------
+- Three intake surfaces sharing one service layer:
+  * Backend wizard for CS reps on the phone
+  * Sales rep portal (/my/repair/new) for reps on the road
+  * Public client self-service portal (/repair) - voicemail ready
+- Guided question templates per medical equipment category
+- Phone-first partner lookup with duplicate-call detection
+- Multi-equipment per call (one repair.order per unit)
+- Photo / video capture during intake
+- Third-party equipment support (equipment we didn't sell)
+- Auto warranty detection from original sale order
+- Office notification recipients + 4 follow-up activities
+- repair.order extensions linked to fusion.technician.task
+
+Phase 2-4 (roadmap)
+-------------------
+- AI self-check engine with strict medical safety guardrails
+- Upsell engine and direct-buy parts/plans
+- Repair warranty tracking (free re-do window)
+- Visit report wizard with Poynt terminal payment
+- Maintenance contracts with client self-booking
+- Weekend safety on-call paging
+- SMS notifications, compliance certificates, analytics
+
+Copyright (C) 2024-2026 Nexa Systems Inc. All rights reserved.
+    """,
+    'author': 'Nexa Systems Inc.',
+    'website': 'https://www.nexasystems.ca',
+    'maintainer': 'Nexa Systems Inc.',
+    'support': 'support@nexasystems.ca',
+    'license': 'OPL-1',
+    'price': 0.00,
+    'currency': 'CAD',
+    'depends': [
+        'base',
+        'mail',
+        'portal',
+        'website',
+        'sale_management',
+        'stock',
+        'repair',
+        'maintenance',
+        'fusion_tasks',
+        'fusion_poynt',
+        'fusion_authorizer_portal',
+    ],
+    'data': [
+        # Security
+        'security/security.xml',
+        'security/ir.model.access.csv',
+        # Data (must load before views that reference records)
+        'data/ir_sequence_data.xml',
+        'data/ir_config_parameter_data.xml',
+        'data/ir_cron_data.xml',
+        'data/mail_activity_type_data.xml',
+        'data/mail_template_data.xml',
+        'data/repair_product_category_data.xml',
+        'data/intake_template_data.xml',
+        'data/self_check_data.xml',
+        'data/emergency_charge_data.xml',
+        'data/callout_rate_data.xml',
+        'data/delivery_charge_data.xml',
+        # Views
+        'views/repair_product_category_views.xml',
+        'views/intake_template_views.xml',
+        'views/service_catalog_views.xml',
+        'views/repair_warranty_views.xml',
+        'views/maintenance_contract_views.xml',
+        'views/repair_dashboard_views.xml',
+        'views/repair_emergency_charge_views.xml',
+        'views/repair_inspection_views.xml',
+        'views/repair_callout_rate_views.xml',
+        'views/repair_delivery_charge_views.xml',
+        'views/repair_labor_warranty_views.xml',
+        'views/repair_order_views.xml',
+        'views/repair_part_order_views.xml',
+        'views/repair_service_plan_views.xml',
+        'views/sale_order_views.xml',
+        'views/technician_task_views.xml',
+        'views/res_partner_views.xml',
+        'views/res_users_views.xml',
+        'views/res_config_settings_views.xml',
+        # Portal templates
+        'views/portal_sales_rep_templates.xml',
+        'views/portal_client_repair_templates.xml',
+        'views/portal_maintenance_templates.xml',
+        # Wizards
+        'wizard/repair_intake_wizard_views.xml',
+        'wizard/repair_visit_report_wizard_views.xml',
+        'wizard/qr_sticker_wizard_views.xml',
+        # Reports
+        'report/qr_sticker_report.xml',
+        'report/inspection_certificate_report.xml',
+        # Menus (last, after all referenced actions exist)
+        'views/menus.xml',
+    ],
+    'assets': {
+        'web.assets_backend': [
+            # Tokens MUST load first - dashboard.scss references its variables.
+            'fusion_repairs/static/src/scss/_fr_tokens.scss',
+            'fusion_repairs/static/src/scss/dashboard.scss',
+            'fusion_repairs/static/src/components/dashboard/dashboard.js',
+            'fusion_repairs/static/src/components/dashboard/dashboard.xml',
+        ],
+        'web.assets_frontend': [
+            'fusion_repairs/static/src/scss/portal_repair_mobile.scss',
+            'fusion_repairs/static/src/scss/portal_client_repair.scss',
+            'fusion_repairs/static/src/js/portal_repair_intake.js',
+            'fusion_repairs/static/src/js/portal_client_repair.js',
+        ],
+    },
+    'images': ['static/description/icon.png'],
+    'installable': True,
+    'application': True,
+    'auto_install': False,
+}

fusion_repairs/controllers/__init__.py

@@ -0,0 +1,7 @@
+# -*- coding: utf-8 -*-
+# Copyright 2024-2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+from . import portal_sales_rep_repair
+from . import portal_client_repair
+from . import portal_maintenance_booking

fusion_repairs/controllers/portal_client_repair.py

@@ -0,0 +1,372 @@
+# -*- coding: utf-8 -*-
+# Copyright 2024-2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+"""Public client self-service portal at /repair.
+
+Phase 1 scope (no AI yet):
+- /repair             Landing page with "Start" CTA
+- /repair/new         Multi-step form
+- /repair/submit      POST -> creates repair.order via shared intake service
+- /repair/thanks      Confirmation with reference
+- /repair/lookup_phone  jsonrpc safe partner match (masked PII)
+
+Security:
+- Public auth (no login) - the voicemail prompts mention this URL
+- Per-IP rate limit on submit (configurable)
+- Honeypot + CSRF
+- Phone lookup returns ONLY masked name + address slice (never other PII)
+- Records created via sudo in the controller; record rules don't apply
+  because anonymous users don't have a session
+
+Phase 2+ will add: AI self-check, upsell engine, smart SMS verify,
+safety on-call paging, reCAPTCHA v3.
+"""
+
+import base64
+import hashlib
+import logging
+import re
+import time
+
+from odoo import SUPERUSER_ID, http, fields
+from odoo.http import request
+from odoo.tools import email_normalize
+
+_logger = logging.getLogger(__name__)
+
+
+# In-memory rate-limit window per worker. Good enough for Phase 1
+# and matches the project's "no extra infra" goal. Resets on restart.
+_RATE_LIMIT_BUCKET = {}
+
+
+def _now_hour_bucket():
+    return int(time.time() // 3600)
+
+
+def _mask_partner_for_lookup(partner):
+    """Return ONLY safe summary fields - never the full partner record."""
+    name = partner.name or ""
+    # First name + last initial; never reveal full surname.
+    if " " in name:
+        first, last = name.split(" ", 1)
+        safe_name = f"{first} {(last or ' ')[:1]}."
+    else:
+        safe_name = name
+    return {
+        "matched": True,
+        "name": safe_name,
+        "city": partner.city or "",
+    }
+
+
+def _e164_clean(phone):
+    if not phone:
+        return ""
+    return re.sub(r"[^\d+]", "", phone)[-12:]
+
+
+class ClientRepairPortal(http.Controller):
+
+    # ------------------------------------------------------------------
+    # RATE LIMIT (scoped per endpoint so /repair/self_check and
+    # /repair/submit and /repair/lookup_phone don't share one bucket).
+    # ------------------------------------------------------------------
+    def _check_rate_limit(self, scope="submit"):
+        ICP = request.env["ir.config_parameter"].sudo()
+        # Scope-specific cap if configured, falls back to the global.
+        try:
+            limit = int(ICP.get_param(
+                f"fusion_repairs.client_portal_rate_limit_per_hour_{scope}",
+                ICP.get_param("fusion_repairs.client_portal_rate_limit_per_hour", "10"),
+            ))
+        except (ValueError, TypeError):
+            limit = 10
+        ip = (
+            request.httprequest.headers.get("X-Forwarded-For")
+            or request.httprequest.remote_addr
+            or "unknown"
+        )
+        ip = ip.split(",")[0].strip()
+        bucket = _now_hour_bucket()
+        key = f"{scope}:{ip}:{bucket}"
+        # Prune old buckets across all scopes (cheap - dict is small).
+        suffix = f":{bucket}"
+        for k in list(_RATE_LIMIT_BUCKET.keys()):
+            if not k.endswith(suffix):
+                _RATE_LIMIT_BUCKET.pop(k, None)
+        if _RATE_LIMIT_BUCKET.get(key, 0) >= limit:
+            return True  # blocked
+        _RATE_LIMIT_BUCKET[key] = _RATE_LIMIT_BUCKET.get(key, 0) + 1
+        return False
+
+    # ------------------------------------------------------------------
+    # LANDING
+    # ------------------------------------------------------------------
+    @http.route("/repair", type="http", auth="public", website=True, sitemap=True)
+    def repair_landing(self, sn=None, **kw):
+        serial_info = self._resolve_serial_info((sn or "").strip())
+        # Preserve the ?sn= in the CTA so the form gets it too.
+        form_url = "/repair/new" + (f"?sn={sn}" if sn else "")
+        return request.render("fusion_repairs.portal_client_repair_landing", {
+            "page_name": "client_repair_landing",
+            "serial_info": serial_info,
+            "form_url": form_url,
+        })
+
+    @http.route("/repair/new", type="http", auth="public", website=True,
+                sitemap=False)
+    def repair_new(self, sn=None, **kw):
+        categories = request.env["fusion.repair.product.category"].sudo().search([
+            ("active", "=", True),
+        ], order="sequence, name")
+        serial_info = self._resolve_serial_info((sn or "").strip())
+        return request.render("fusion_repairs.portal_client_repair_form", {
+            "page_name": "client_repair_new",
+            "categories": categories,
+            "serial_info": serial_info,
+            "error": kw.get("error"),
+        })
+
+    # ------------------------------------------------------------------
+    # B4: resolve ?sn=<serial> from a QR sticker scan
+    # ------------------------------------------------------------------
+    def _resolve_serial_info(self, serial):
+        if not serial:
+            return None
+        Lot = request.env["stock.lot"].sudo()
+        lot = Lot.search([("name", "=", serial)], limit=1)
+        if not lot:
+            return None
+        product = lot.product_id
+        category = product.product_tmpl_id.x_fc_repair_category_id
+        return {
+            "serial": lot.name,
+            "lot_id": lot.id,
+            "product_id": product.id,
+            "product_name": product.display_name,
+            "category_id": category.id if category else False,
+        }
+
+    # ------------------------------------------------------------------
+    # PARTNER LOOKUP (rate-limited, audited)
+    # The client is identifying themselves with a phone they own. We return
+    # enough info to pre-fill the form (name, email, street, city) plus the
+    # partner_id so submit can re-use the existing record instead of creating
+    # a duplicate. Privacy guard: rate-limited to 10/hr per IP; every match
+    # is logged at INFO level so abuse leaves a trail.
+    # ------------------------------------------------------------------
+    @http.route("/repair/lookup_phone", type="jsonrpc", auth="public",
+                website=True)
+    def repair_lookup_phone(self, phone=None, **kw):
+        if self._check_rate_limit(scope="lookup"):
+            return {"error": "rate_limited"}
+        cleaned = _e164_clean(phone)
+        if len(cleaned) < 7:
+            return {"matched": False, "partners": []}
+        matches = request.env["res.partner"].sudo().search([
+            "|",
+            ("phone", "ilike", cleaned[-7:]),
+            ("phone_sanitized", "ilike", cleaned[-7:]),
+        ], limit=3)  # cap at 3 - real households rarely have more
+        if not matches:
+            return {"matched": False, "partners": []}
+        _logger.info(
+            "Portal phone lookup matched %d partner(s) for last7=%s from IP=%s",
+            len(matches), cleaned[-7:], request.httprequest.remote_addr,
+        )
+        return {
+            "matched": True,
+            "partners": [{
+                "id": p.id,
+                "name": p.name or "",
+                "email": p.email or "",
+                "street": p.street or "",
+                "city": p.city or "",
+            } for p in matches],
+        }
+
+    # ------------------------------------------------------------------
+    # SUBMIT
+    # ------------------------------------------------------------------
+    @http.route("/repair/submit", type="http", auth="public", methods=["POST"],
+                csrf=True, website=True)
+    def repair_submit(self, **post):
+        # Honeypot - bots tend to fill every visible field.
+        if (post.get("hp_company") or "").strip():
+            _logger.info("Client portal submit blocked by honeypot from IP=%s",
+                         request.httprequest.remote_addr)
+            return request.redirect("/repair/new?error=spam")
+
+        if self._check_rate_limit(scope="submit"):
+            return request.redirect("/repair/new?error=rate_limited")
+
+        # Required fields.
+        partner_name = (post.get("client_name") or "").strip()
+        phone = (post.get("client_phone") or "").strip()
+        issue_summary = (post.get("issue_summary") or "").strip()
+        category_id = int(post.get("category_id") or 0)
+
+        if not (partner_name and phone and issue_summary and category_id):
+            return request.redirect("/repair/new?error=missing")
+
+        # Validate email if provided. Empty is allowed; malformed redirects back.
+        raw_email = (post.get("client_email") or "").strip()
+        clean_email = email_normalize(raw_email) if raw_email else False
+        if raw_email and not clean_email:
+            return request.redirect("/repair/new?error=email")
+
+        # B3: trust the explicit known_partner_id from the lookup widget when
+        # present (client identified themselves via the lookup widget on this
+        # very page). Otherwise re-match by phone, otherwise create.
+        partner = False
+        try:
+            known_id = int(post.get("known_partner_id") or 0)
+        except (ValueError, TypeError):
+            known_id = 0
+        if known_id:
+            partner = request.env["res.partner"].sudo().browse(known_id).exists()
+
+        cleaned_phone = _e164_clean(phone)
+        if not partner and len(cleaned_phone) >= 7:
+            partner = request.env["res.partner"].sudo().search([
+                "|",
+                ("phone", "ilike", cleaned_phone[-7:]),
+                ("phone_sanitized", "ilike", cleaned_phone[-7:]),
+            ], limit=1)
+
+        partner_vals = None
+        if not partner:
+            partner_vals = {
+                "name": partner_name,
+                "phone": phone,
+                "email": clean_email or False,
+                "street": (post.get("client_street") or "").strip(),
+                "city": (post.get("client_city") or "").strip(),
+            }
+
+        # Stage uploaded photos.
+        files = request.httprequest.files.getlist("photos")
+        attachment_ids = []
+        for f in files or []:
+            if not getattr(f, "filename", None):
+                continue
+            data = f.read()
+            if not data:
+                continue
+            attachment_ids.append(request.env["ir.attachment"].sudo().create({
+                "name": f.filename,
+                "datas": base64.b64encode(data),
+                "res_model": "fusion.repair.intake.session",
+                "res_id": 0,
+            }).id)
+
+        # B4: resolve ?sn= QR scan -> attach the lot to the repair
+        serial_info = self._resolve_serial_info((post.get("serial_number") or "").strip())
+        equipment = {
+            "repair_category_id": category_id,
+            "third_party": post.get("third_party") in ("on", "true", "1"),
+            "urgency": post.get("urgency") or "normal",
+            "issue_summary": issue_summary,
+            "internal_notes": (post.get("internal_notes") or "").strip(),
+            "photo_attachment_ids": attachment_ids,
+        }
+        if serial_info:
+            equipment["lot_id"] = serial_info["lot_id"]
+            # If client didn't override category, use what the QR identified.
+            if not category_id and serial_info.get("category_id"):
+                equipment["repair_category_id"] = serial_info["category_id"]
+        # Pick a real human owner for the repair so emails go from a person:
+        # admin if present, else the lowest-id non-share user, else SUPERUSER_ID.
+        admin = request.env.ref("base.user_admin", raise_if_not_found=False)
+        if admin:
+            intake_uid = admin.id
+        else:
+            internal = request.env["res.users"].sudo().search(
+                [("share", "=", False)], order="id asc", limit=1,
+            )
+            intake_uid = internal.id if internal else SUPERUSER_ID
+
+        payload = {
+            "partner_id": partner.id if partner else None,
+            "partner_vals": partner_vals,
+            "intake_user_id": intake_uid,
+            "equipment_items": [equipment],
+        }
+
+        try:
+            repairs = request.env["fusion.repair.intake.service"].sudo() \
+                .create_repair_orders(payload, source="client_portal")
+        except Exception:
+            _logger.exception("Client portal repair submit failed")
+            return request.redirect("/repair/new?error=server")
+
+        token = hashlib.sha256(
+            f"{repairs[0].id}:{repairs[0].create_date}".encode()
+        ).hexdigest()[:16]
+        return request.redirect(f"/repair/thanks?ref={repairs[0].name}&t={token}")
+
+    @http.route("/repair/thanks", type="http", auth="public", website=True,
+                sitemap=False)
+    def repair_thanks(self, ref=None, t=None, **kw):
+        return request.render("fusion_repairs.portal_client_repair_thanks", {
+            "page_name": "client_repair_thanks",
+            "ref": ref or "",
+        })
+
+    # ------------------------------------------------------------------
+    # CL6 / CL7: AI self-check JSONRPC endpoint
+    # ------------------------------------------------------------------
+    @http.route("/repair/self_check", type="jsonrpc", auth="public",
+                website=True)
+    def repair_self_check(self, category_id=None, symptoms=None,
+                          urgency=None, **kw):
+        if self._check_rate_limit(scope="self_check"):
+            return {"error": "rate_limited"}
+        if not symptoms:
+            symptoms = []
+        if isinstance(symptoms, str):
+            symptoms = [symptoms]
+        # Defensive: cap input size to defend against prompt-injection bloat
+        symptoms = [str(s)[:500] for s in symptoms[:5]]
+        Service = request.env["fusion.repair.ai.service"].sudo()
+        return Service.suggest_self_check(
+            product_category_id=int(category_id or 0) or None,
+            symptoms=symptoms,
+            urgency=urgency or None,
+        )
+
+    # ------------------------------------------------------------------
+    # CL15: on-call acknowledgement endpoint
+    # Only the paged user OR a Repairs Manager can ack - prevents arbitrary
+    # internal users (or someone with a forwarded mail) from acknowledging
+    # a page they were never paged for.
+    # ------------------------------------------------------------------
+    @http.route("/repair/on-call/ack/<string:token>", type="http",
+                auth="user", website=True, sitemap=False)
+    def repair_on_call_ack(self, token, **kw):
+        Repair = request.env["repair.order"].sudo()
+        repair = Repair.search([("x_fc_on_call_token", "=", token)], limit=1)
+        if not repair:
+            return request.render(
+                "fusion_repairs.portal_on_call_ack_invalid", {},
+            )
+        user = request.env.user
+        is_paged_user = user == repair.x_fc_on_call_paged_user_id
+        is_manager = user.has_group("fusion_repairs.group_fusion_repairs_manager")
+        if not (is_paged_user or is_manager):
+            _logger.warning(
+                "On-call ack denied for repair %s - user %s is not the paged "
+                "user (%s) and not a Repairs Manager.",
+                repair.name, user.login,
+                repair.x_fc_on_call_paged_user_id.login or "(none)",
+            )
+            return request.render(
+                "fusion_repairs.portal_on_call_ack_invalid", {},
+            )
+        Service = request.env["fusion.repair.on.call.service"].sudo()
+        Service.acknowledge(repair, user)
+        return request.render("fusion_repairs.portal_on_call_ack_ok", {
+            "repair_name": repair.name,
+        })

fusion_repairs/controllers/portal_maintenance_booking.py

@@ -0,0 +1,70 @@
+# -*- coding: utf-8 -*-
+# Copyright 2024-2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+"""Client maintenance booking portal.
+
+The maintenance reminder email contains a tokenized URL:
+  /repairs/maintenance/book/<token>
+
+Clicking it lands the client on a single-page form where they can confirm
+a preferred date. On submit, a repair.order is spawned via the same
+intake service (source='client_portal') and the contract's next reminder
+band is locked so we don't keep nagging them.
+"""
+
+import logging
+
+from odoo import _, fields, http
+from odoo.http import request
+
+_logger = logging.getLogger(__name__)
+
+
+class MaintenanceBookingPortal(http.Controller):
+
+    def _resolve_contract(self, token):
+        if not token:
+            return None
+        Contract = request.env['fusion.repair.maintenance.contract'].sudo()
+        contract = Contract.search([('booking_token', '=', token)], limit=1)
+        if not contract or contract.state != 'active':
+            return None
+        return contract
+
+    @http.route('/repairs/maintenance/book/<string:token>', type='http',
+                auth='public', website=True, sitemap=False)
+    def maintenance_book_get(self, token, **kw):
+        contract = self._resolve_contract(token)
+        if not contract:
+            return request.render('fusion_repairs.portal_maintenance_invalid_token', {})
+        already = bool(contract.booking_repair_id)
+        return request.render('fusion_repairs.portal_maintenance_book', {
+            'contract': contract,
+            'already_booked': already,
+            'default_date': fields.Date.context_today(request.env.user).isoformat(),
+        })
+
+    @http.route('/repairs/maintenance/book/<string:token>/confirm', type='http',
+                auth='public', methods=['POST'], csrf=True, website=True)
+    def maintenance_book_post(self, token, **post):
+        contract = self._resolve_contract(token)
+        if not contract:
+            return request.render('fusion_repairs.portal_maintenance_invalid_token', {})
+
+        if contract.booking_repair_id:
+            return request.redirect(f'/repairs/maintenance/book/{token}?ok=already')
+
+        preferred_date = (post.get('preferred_date') or '').strip()
+        scheduled = False
+        if preferred_date:
+            try:
+                scheduled = fields.Date.from_string(preferred_date)
+            except ValueError:
+                scheduled = False
+
+        repair = contract.create_repair_from_booking(scheduled_date=scheduled)
+        return request.render('fusion_repairs.portal_maintenance_thanks', {
+            'contract': contract,
+            'repair': repair,
+        })

fusion_repairs/controllers/portal_sales_rep_repair.py

@@ -0,0 +1,186 @@
+# -*- coding: utf-8 -*-
+# Copyright 2024-2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+"""Sales rep portal for repair intake.
+
+Sales reps marked `is_sales_rep_portal` on their partner can:
+- /my/repair/new          - submit a new service call from their phone
+- /my/repairs             - list of repairs they have submitted
+- /my/repair/<id>         - read-only detail with status timeline
+
+All routes are gated by the is_sales_rep_portal flag and use the SAME
+shared intake service (`fusion.repair.intake.service`) as the backend
+wizard - so behaviour stays consistent across surfaces.
+"""
+
+import base64
+import logging
+
+from odoo import http, fields
+from odoo.http import request
+from odoo.addons.portal.controllers.portal import CustomerPortal
+
+_logger = logging.getLogger(__name__)
+
+
+class SalesRepRepairPortal(CustomerPortal):
+
+    # ------------------------------------------------------------------
+    # ACCESS GATE
+    # ------------------------------------------------------------------
+    def _check_sales_rep_access(self):
+        partner = request.env.user.partner_id
+        if not getattr(partner, 'is_sales_rep_portal', False):
+            return request.redirect('/my')
+        return None
+
+    def _staged_attachment_ids_from_files(self, files):
+        """Stage uploaded files as ir.attachment records and return their IDs."""
+        ids = []
+        for f in files or []:
+            if not getattr(f, 'filename', None):
+                continue
+            data = f.read()
+            if not data:
+                continue
+            attachment = request.env['ir.attachment'].sudo().create({
+                'name': f.filename,
+                'datas': base64.b64encode(data),
+                'res_model': 'fusion.repair.intake.session',
+                'res_id': 0,
+            })
+            ids.append(attachment.id)
+        return ids
+
+    # ------------------------------------------------------------------
+    # NEW SERVICE CALL FORM
+    # ------------------------------------------------------------------
+    @http.route('/my/repair/new', type='http', auth='user', website=True, sitemap=False)
+    def portal_repair_new(self, **kw):
+        gate = self._check_sales_rep_access()
+        if gate:
+            return gate
+
+        categories = request.env['fusion.repair.product.category'].sudo().search([
+            ('active', '=', True),
+        ], order='sequence, name')
+
+        return request.render('fusion_repairs.portal_sales_rep_repair_form', {
+            'page_name': 'repair_new',
+            'categories': categories,
+            'default_partner': False,
+            'submitted': False,
+        })
+
+    @http.route('/my/repair/lookup_partner', type='jsonrpc', auth='user', website=True)
+    def portal_repair_lookup_partner(self, query=None, **kw):
+        gate = self._check_sales_rep_access()
+        if gate:
+            return {'error': 'access'}
+        if not query or len(query) < 3:
+            return {'matches': []}
+        Partner = request.env['res.partner'].sudo()
+        matches = Partner.search([
+            '|', '|',
+            ('name', 'ilike', query),
+            ('phone', 'ilike', query),
+            ('email', 'ilike', query),
+        ], limit=8)
+        return {
+            'matches': [{
+                'id': p.id,
+                'name': p.name or '',
+                'phone': p.phone or '',
+                'email': p.email or '',
+                'street': p.street or '',
+                'city': p.city or '',
+                'repair_count': p.x_fc_repair_count,
+            } for p in matches],
+        }
+
+    @http.route('/my/repair/submit', type='http', auth='user', methods=['POST'],
+                csrf=True, website=True)
+    def portal_repair_submit(self, **post):
+        gate = self._check_sales_rep_access()
+        if gate:
+            return gate
+
+        partner_id = int(post.get('partner_id') or 0)
+        if not partner_id:
+            return request.redirect('/my/repair/new?error=partner')
+
+        # Build single-equipment payload from the form. Multi-equipment loop
+        # is supported by adding more equipment_* groups in Phase 2.
+        files = request.httprequest.files.getlist('photos')
+        attachment_ids = self._staged_attachment_ids_from_files(files)
+
+        equipment = {
+            'repair_category_id': int(post.get('category_id') or 0) or False,
+            'product_id': int(post.get('product_id') or 0) or False,
+            'third_party': post.get('third_party') in ('on', 'true', '1'),
+            'urgency': post.get('urgency') or 'normal',
+            'issue_summary': (post.get('issue_summary') or '').strip(),
+            'issue_category': (post.get('issue_category') or '').strip(),
+            'internal_notes': (post.get('internal_notes') or '').strip(),
+            'photo_attachment_ids': attachment_ids,
+        }
+
+        payload = {
+            'partner_id': partner_id,
+            'intake_user_id': request.env.uid,
+            'equipment_items': [equipment],
+        }
+
+        try:
+            repairs = request.env['fusion.repair.intake.service'].sudo() \
+                .create_repair_orders(payload, source='sales_rep_portal')
+        except Exception:
+            _logger.exception('Sales rep portal repair submit failed')
+            return request.redirect('/my/repair/new?error=server')
+
+        return request.redirect('/my/repair/%d?thanks=1' % repairs[0].id)
+
+    # ------------------------------------------------------------------
+    # MY REPAIRS LIST + DETAIL
+    # ------------------------------------------------------------------
+    @http.route(['/my/repairs', '/my/repairs/page/<int:page>'], type='http',
+                auth='user', website=True)
+    def portal_repairs_list(self, page=1, **kw):
+        gate = self._check_sales_rep_access()
+        if gate:
+            return gate
+
+        Repair = request.env['repair.order'].sudo()
+        domain = [('x_fc_intake_user_id', '=', request.env.uid)]
+
+        total = Repair.search_count(domain)
+        page_size = 20
+        offset = (page - 1) * page_size
+        repairs = Repair.search(domain, order='create_date desc',
+                                limit=page_size, offset=offset)
+
+        return request.render('fusion_repairs.portal_sales_rep_repair_list', {
+            'page_name': 'repairs_list',
+            'repairs': repairs,
+            'total': total,
+            'page': page,
+            'page_size': page_size,
+        })
+
+    @http.route('/my/repair/<int:repair_id>', type='http', auth='user',
+                website=True)
+    def portal_repair_detail(self, repair_id, thanks=None, **kw):
+        gate = self._check_sales_rep_access()
+        if gate:
+            return gate
+
+        repair = request.env['repair.order'].sudo().browse(repair_id).exists()
+        if not repair or repair.x_fc_intake_user_id.id != request.env.uid:
+            return request.redirect('/my/repairs')
+
+        return request.render('fusion_repairs.portal_sales_rep_repair_detail', {
+            'page_name': 'repair_detail',
+            'repair': repair,
+            'thanks': bool(thanks),
+        })

fusion_repairs/data/callout_rate_data.xml

@@ -0,0 +1,162 @@
+<?xml version="1.0" encoding="utf-8"?>
+<!--
+    Westin Healthcare published rate card (from the official client-facing
+    service-rates flyer / QR card). noupdate=1 so site admin tweaks survive
+    module upgrade.
+
+    STANDARD SERVICE:
+      Service Calls (includes 30 min labour) ........ $95
+      Hourly Labour Rate (on-site, per tech) ........ $85
+      In-Shop Labour Rate (per tech) ................ $75
+      Rush Service Call ............................. $120 + $0.70/km x 2-way
+      After Hours Service Call ...................... $140 + $0.70/km x 2-way
+
+    LIFT & ELEVATING SERVICE (stairlifts, porch lifts, lift chairs):
+      Service Calls (includes 30 min labour) ........ $160
+      Hourly Labour Rate (on-site, per tech) ........ $110
+      In-Shop Labour Rate (per tech) ................ $110
+      (Rush / After-hours / Weekend tiers follow the same multipliers as
+      Standard, applied to the higher base rate.)
+
+    Travel: $0.70 per km past 25 km, BOTH WAYS, per technician.
+    Footnote 2: "If multiple technicians are required, rates will apply per technician."
+-->
+<odoo>
+    <data noupdate="1">
+
+        <!-- ============== STANDARD SERVICE TIER ROWS ================== -->
+        <record id="callout_rate_regular" model="fusion.repair.callout.rate">
+            <field name="tier">regular</field>
+            <field name="equipment_class">standard</field>
+            <field name="base_callout_fee">95.00</field>
+            <field name="second_tech_fee">0.0</field>
+            <field name="additional_tech_fee">0.0</field>
+            <field name="hourly_labor_rate">85.00</field>
+            <field name="in_shop_labor_rate">75.00</field>
+            <field name="minimum_labor_hours">1.0</field>
+            <field name="travel_distance_threshold_km">25.0</field>
+            <field name="travel_per_km_fee">0.70</field>
+            <field name="description">STANDARD - regular business hours. Service Call ($95) includes the first 30 min of labour. Hourly Rate ($85/h on-site, $75/h in-shop) applies past 30 min, per tech, pro-rated in 30-min increments with a 1-hour minimum.</field>
+        </record>
+
+        <record id="callout_rate_rush" model="fusion.repair.callout.rate">
+            <field name="tier">rush</field>
+            <field name="equipment_class">standard</field>
+            <field name="base_callout_fee">120.00</field>
+            <field name="second_tech_fee">0.0</field>
+            <field name="additional_tech_fee">0.0</field>
+            <field name="hourly_labor_rate">85.00</field>
+            <field name="in_shop_labor_rate">75.00</field>
+            <field name="minimum_labor_hours">1.0</field>
+            <field name="travel_distance_threshold_km">25.0</field>
+            <field name="travel_per_km_fee">0.70</field>
+            <field name="description">STANDARD - rush. $120 plus $0.70 per km (2-way, past 25 km).</field>
+        </record>
+
+        <record id="callout_rate_after_hours" model="fusion.repair.callout.rate">
+            <field name="tier">after_hours</field>
+            <field name="equipment_class">standard</field>
+            <field name="base_callout_fee">140.00</field>
+            <field name="second_tech_fee">0.0</field>
+            <field name="additional_tech_fee">0.0</field>
+            <field name="hourly_labor_rate">85.00</field>
+            <field name="in_shop_labor_rate">75.00</field>
+            <field name="minimum_labor_hours">1.0</field>
+            <field name="travel_distance_threshold_km">25.0</field>
+            <field name="travel_per_km_fee">0.70</field>
+            <field name="description">STANDARD - after-hours (weekday evenings). $140 plus $0.70 per km (2-way, past 25 km).</field>
+        </record>
+
+        <record id="callout_rate_weekend" model="fusion.repair.callout.rate">
+            <field name="tier">weekend</field>
+            <field name="equipment_class">standard</field>
+            <field name="base_callout_fee">180.00</field>
+            <field name="second_tech_fee">0.0</field>
+            <field name="additional_tech_fee">0.0</field>
+            <field name="hourly_labor_rate">85.00</field>
+            <field name="in_shop_labor_rate">75.00</field>
+            <field name="minimum_labor_hours">1.0</field>
+            <field name="travel_distance_threshold_km">25.0</field>
+            <field name="travel_per_km_fee">0.70</field>
+            <field name="description">STANDARD - weekend (extension of published card). $180 callout.</field>
+        </record>
+
+        <record id="callout_rate_holiday" model="fusion.repair.callout.rate">
+            <field name="tier">holiday</field>
+            <field name="equipment_class">standard</field>
+            <field name="base_callout_fee">220.00</field>
+            <field name="second_tech_fee">0.0</field>
+            <field name="additional_tech_fee">0.0</field>
+            <field name="hourly_labor_rate">85.00</field>
+            <field name="in_shop_labor_rate">75.00</field>
+            <field name="minimum_labor_hours">1.0</field>
+            <field name="travel_distance_threshold_km">25.0</field>
+            <field name="travel_per_km_fee">0.70</field>
+            <field name="description">STANDARD - statutory holiday (extension of published card). $220 callout.</field>
+        </record>
+
+        <!-- ============== LIFT & ELEVATING SERVICE TIER ROWS ========== -->
+        <record id="callout_rate_regular_lift" model="fusion.repair.callout.rate">
+            <field name="tier">regular</field>
+            <field name="equipment_class">lift_elevating</field>
+            <field name="base_callout_fee">160.00</field>
+            <field name="second_tech_fee">0.0</field>
+            <field name="additional_tech_fee">0.0</field>
+            <field name="hourly_labor_rate">110.00</field>
+            <field name="in_shop_labor_rate">110.00</field>
+            <field name="minimum_labor_hours">1.0</field>
+            <field name="travel_distance_threshold_km">25.0</field>
+            <field name="travel_per_km_fee">0.70</field>
+            <field name="description">LIFT &amp; ELEVATING SERVICE - regular business hours. $160 callout includes 30 min. $110/h labour past 30 min, per tech.</field>
+        </record>
+
+        <record id="callout_rate_rush_lift" model="fusion.repair.callout.rate">
+            <field name="tier">rush</field>
+            <field name="equipment_class">lift_elevating</field>
+            <field name="base_callout_fee">200.00</field>
+            <field name="hourly_labor_rate">110.00</field>
+            <field name="in_shop_labor_rate">110.00</field>
+            <field name="minimum_labor_hours">1.0</field>
+            <field name="travel_distance_threshold_km">25.0</field>
+            <field name="travel_per_km_fee">0.70</field>
+            <field name="description">LIFT &amp; ELEVATING - rush. $200 callout plus $0.70/km (2-way, past 25 km).</field>
+        </record>
+
+        <record id="callout_rate_after_hours_lift" model="fusion.repair.callout.rate">
+            <field name="tier">after_hours</field>
+            <field name="equipment_class">lift_elevating</field>
+            <field name="base_callout_fee">240.00</field>
+            <field name="hourly_labor_rate">110.00</field>
+            <field name="in_shop_labor_rate">110.00</field>
+            <field name="minimum_labor_hours">1.0</field>
+            <field name="travel_distance_threshold_km">25.0</field>
+            <field name="travel_per_km_fee">0.70</field>
+            <field name="description">LIFT &amp; ELEVATING - after-hours. $240 callout plus $0.70/km (2-way, past 25 km).</field>
+        </record>
+
+        <record id="callout_rate_weekend_lift" model="fusion.repair.callout.rate">
+            <field name="tier">weekend</field>
+            <field name="equipment_class">lift_elevating</field>
+            <field name="base_callout_fee">300.00</field>
+            <field name="hourly_labor_rate">110.00</field>
+            <field name="in_shop_labor_rate">110.00</field>
+            <field name="minimum_labor_hours">1.0</field>
+            <field name="travel_distance_threshold_km">25.0</field>
+            <field name="travel_per_km_fee">0.70</field>
+            <field name="description">LIFT &amp; ELEVATING - weekend. $300 callout.</field>
+        </record>
+
+        <record id="callout_rate_holiday_lift" model="fusion.repair.callout.rate">
+            <field name="tier">holiday</field>
+            <field name="equipment_class">lift_elevating</field>
+            <field name="base_callout_fee">360.00</field>
+            <field name="hourly_labor_rate">110.00</field>
+            <field name="in_shop_labor_rate">110.00</field>
+            <field name="minimum_labor_hours">1.0</field>
+            <field name="travel_distance_threshold_km">25.0</field>
+            <field name="travel_per_km_fee">0.70</field>
+            <field name="description">LIFT &amp; ELEVATING - statutory holiday. $360 callout.</field>
+        </record>
+
+    </data>
+</odoo>

fusion_repairs/data/delivery_charge_data.xml

@@ -0,0 +1,73 @@
+<?xml version="1.0" encoding="utf-8"?>
+<!--
+    Westin Healthcare DELIVERY / PICKUP CHARGES from the published rate card.
+
+    Local Service Area (within Brampton) .................. $35
+    Outside Local Area .................................... $60
+    Rush Pickups / Delivery ............................... $60 + $0.70/km x 2-way
+    Lift Chair Delivery and Set-Up ........................ $120
+    Hospital Bed Delivery and Set-Up ...................... $120
+    Stairlift Delivery and Set-Up ......................... $300
+    Stairlift Removal ..................................... $300
+
+    Footnote 3: "Westin Healthcare Delivery includes the drop-off of any
+    product or material to a client's home office, facility or
+    predetermined location by one of the staff members. This includes
+    the return of equipment post-repair."
+-->
+<odoo>
+    <data noupdate="1">
+
+        <record id="delivery_local" model="fusion.repair.delivery.charge">
+            <field name="charge_type">local</field>
+            <field name="amount">35.00</field>
+            <field name="sequence">10</field>
+            <field name="description">Within the Brampton service area.</field>
+        </record>
+
+        <record id="delivery_outside" model="fusion.repair.delivery.charge">
+            <field name="charge_type">outside</field>
+            <field name="amount">60.00</field>
+            <field name="sequence">20</field>
+            <field name="description">Outside the local service area (per the published card).</field>
+        </record>
+
+        <record id="delivery_rush" model="fusion.repair.delivery.charge">
+            <field name="charge_type">rush</field>
+            <field name="amount">60.00</field>
+            <field name="travel_per_km_fee">0.70</field>
+            <field name="travel_distance_threshold_km">25.0</field>
+            <field name="sequence">30</field>
+            <field name="description">Rush pickup or delivery. $60 plus $0.70 per km, both ways, past 25 km.</field>
+        </record>
+
+        <record id="delivery_lift_chair" model="fusion.repair.delivery.charge">
+            <field name="charge_type">lift_chair_install</field>
+            <field name="amount">120.00</field>
+            <field name="sequence">40</field>
+            <field name="description">Lift Chair delivery and on-site set-up.</field>
+        </record>
+
+        <record id="delivery_hospital_bed" model="fusion.repair.delivery.charge">
+            <field name="charge_type">hospital_bed_install</field>
+            <field name="amount">120.00</field>
+            <field name="sequence">50</field>
+            <field name="description">Hospital Bed delivery and on-site assembly / set-up.</field>
+        </record>
+
+        <record id="delivery_stairlift_install" model="fusion.repair.delivery.charge">
+            <field name="charge_type">stairlift_install</field>
+            <field name="amount">300.00</field>
+            <field name="sequence">60</field>
+            <field name="description">Stairlift delivery and full set-up at client home.</field>
+        </record>
+
+        <record id="delivery_stairlift_removal" model="fusion.repair.delivery.charge">
+            <field name="charge_type">stairlift_removal</field>
+            <field name="amount">300.00</field>
+            <field name="sequence">70</field>
+            <field name="description">Removal of an old stairlift from client home.</field>
+        </record>
+
+    </data>
+</odoo>

fusion_repairs/data/emergency_charge_data.xml

@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="utf-8"?>
+<!--
+    Default rush / emergency rate card. Tuned for medical equipment in Ontario.
+    Office can edit these in Configuration -> Emergency Surcharges. noupdate=1
+    so admin tweaks survive module upgrades.
+-->
+<odoo>
+    <data noupdate="1">
+
+        <!-- Stairlift: high-risk-to-be-stranded equipment, top rates. -->
+        <record id="emerg_stairlift_same_day" model="fusion.repair.emergency.charge">
+            <field name="category_id" ref="category_stairlift"/>
+            <field name="tier">same_day</field>
+            <field name="base_amount">250.00</field>
+            <field name="per_tech_multiplier">0.5</field>
+            <field name="description">Same-day stairlift dispatch. Squeezed into today's route.</field>
+        </record>
+        <record id="emerg_stairlift_after_hours" model="fusion.repair.emergency.charge">
+            <field name="category_id" ref="category_stairlift"/>
+            <field name="tier">after_hours</field>
+            <field name="base_amount">350.00</field>
+            <field name="per_tech_multiplier">0.5</field>
+        </record>
+        <record id="emerg_stairlift_weekend" model="fusion.repair.emergency.charge">
+            <field name="category_id" ref="category_stairlift"/>
+            <field name="tier">weekend</field>
+            <field name="base_amount">450.00</field>
+            <field name="per_tech_multiplier">0.5</field>
+        </record>
+
+        <!-- Porch lift -->
+        <record id="emerg_porch_same_day" model="fusion.repair.emergency.charge">
+            <field name="category_id" ref="category_porch_lift"/>
+            <field name="tier">same_day</field>
+            <field name="base_amount">300.00</field>
+            <field name="per_tech_multiplier">0.5</field>
+        </record>
+        <record id="emerg_porch_weekend" model="fusion.repair.emergency.charge">
+            <field name="category_id" ref="category_porch_lift"/>
+            <field name="tier">weekend</field>
+            <field name="base_amount">500.00</field>
+            <field name="per_tech_multiplier">0.5</field>
+        </record>
+
+        <!-- Hospital bed -->
+        <record id="emerg_bed_same_day" model="fusion.repair.emergency.charge">
+            <field name="category_id" ref="category_hospital_bed"/>
+            <field name="tier">same_day</field>
+            <field name="base_amount">175.00</field>
+            <field name="per_tech_multiplier">0.6</field>
+            <field name="description">Bed lifts often need 2 techs (one to hold, one to wrench).</field>
+        </record>
+        <record id="emerg_bed_after_hours" model="fusion.repair.emergency.charge">
+            <field name="category_id" ref="category_hospital_bed"/>
+            <field name="tier">after_hours</field>
+            <field name="base_amount">275.00</field>
+            <field name="per_tech_multiplier">0.6</field>
+        </record>
+
+        <!-- Power wheelchair -->
+        <record id="emerg_powerchair_same_day" model="fusion.repair.emergency.charge">
+            <field name="category_id" ref="category_wheelchair_power"/>
+            <field name="tier">same_day</field>
+            <field name="base_amount">200.00</field>
+            <field name="per_tech_multiplier">0.5</field>
+        </record>
+
+        <!-- Manual wheelchair -->
+        <record id="emerg_wheelchair_same_day" model="fusion.repair.emergency.charge">
+            <field name="category_id" ref="category_wheelchair_manual"/>
+            <field name="tier">same_day</field>
+            <field name="base_amount">120.00</field>
+            <field name="per_tech_multiplier">0.5</field>
+        </record>
+
+        <!-- Mattress (pump usually) -->
+        <record id="emerg_mattress_same_day" model="fusion.repair.emergency.charge">
+            <field name="category_id" ref="category_mattress"/>
+            <field name="tier">same_day</field>
+            <field name="base_amount">150.00</field>
+            <field name="per_tech_multiplier">0.5</field>
+        </record>
+        <record id="emerg_mattress_weekend" model="fusion.repair.emergency.charge">
+            <field name="category_id" ref="category_mattress"/>
+            <field name="tier">weekend</field>
+            <field name="base_amount">275.00</field>
+            <field name="per_tech_multiplier">0.5</field>
+        </record>
+
+    </data>
+</odoo>

fusion_repairs/data/intake_template_data.xml

@@ -0,0 +1,378 @@
+<?xml version="1.0" encoding="utf-8"?>
+<!--
+    Seed intake templates - one per major medical equipment category.
+    Question banks based on the design spec Section "Configurable intake".
+    All templates noupdate=1 so customers can customise without losing data on upgrade.
+-->
+<odoo>
+    <data noupdate="1">
+
+        <!-- ============================================================== -->
+        <!-- DEFAULT (fallback) - applies to any category without override   -->
+        <!-- ============================================================== -->
+        <record id="intake_template_default" model="fusion.repair.intake.template">
+            <field name="name">Default - General Intake</field>
+            <field name="code">default</field>
+            <field name="sequence">1</field>
+            <field name="is_default" eval="True"/>
+            <field name="description"><![CDATA[<p>Generic question set used when no equipment-specific template is configured.</p>]]></field>
+        </record>
+
+        <record id="q_default_caller_relationship" model="fusion.repair.intake.question">
+            <field name="template_id" ref="intake_template_default"/>
+            <field name="sequence">10</field>
+            <field name="name">Who is calling? (self / family / caregiver / other)</field>
+            <field name="code">caller_relationship</field>
+            <field name="question_type">char</field>
+            <field name="required" eval="True"/>
+        </record>
+        <record id="q_default_address_match" model="fusion.repair.intake.question">
+            <field name="template_id" ref="intake_template_default"/>
+            <field name="sequence">20</field>
+            <field name="name">Is the service address the same as the contact address on file?</field>
+            <field name="code">address_match</field>
+            <field name="question_type">boolean</field>
+            <field name="required" eval="True"/>
+        </record>
+        <record id="q_default_purchased_from_us" model="fusion.repair.intake.question">
+            <field name="template_id" ref="intake_template_default"/>
+            <field name="sequence">30</field>
+            <field name="name">Was this equipment purchased from us?</field>
+            <field name="code">purchased_from_us</field>
+            <field name="question_type">boolean</field>
+        </record>
+        <record id="q_default_purchase_date" model="fusion.repair.intake.question">
+            <field name="template_id" ref="intake_template_default"/>
+            <field name="sequence">40</field>
+            <field name="name">Approximate purchase date (if known)</field>
+            <field name="code">purchase_date</field>
+            <field name="question_type">date</field>
+        </record>
+        <record id="q_default_issue_summary" model="fusion.repair.intake.question">
+            <field name="template_id" ref="intake_template_default"/>
+            <field name="sequence">50</field>
+            <field name="name">Describe the issue in your own words</field>
+            <field name="code">issue_summary</field>
+            <field name="question_type">text</field>
+            <field name="required" eval="True"/>
+        </record>
+        <record id="q_default_safety_concern" model="fusion.repair.intake.question">
+            <field name="template_id" ref="intake_template_default"/>
+            <field name="sequence">60</field>
+            <field name="name">Does this issue affect anyone's safety right now?</field>
+            <field name="code">safety_concern</field>
+            <field name="question_type">boolean</field>
+            <field name="required" eval="True"/>
+        </record>
+        <record id="q_default_access_notes" model="fusion.repair.intake.question">
+            <field name="template_id" ref="intake_template_default"/>
+            <field name="sequence">70</field>
+            <field name="name">Anything the technician should know about access? (stairs, parking, gate code, pet)</field>
+            <field name="code">access_notes</field>
+            <field name="question_type">text</field>
+            <field name="help_text">e.g. "dog in front yard, use side gate"</field>
+        </record>
+
+        <!-- ============================================================== -->
+        <!-- HOSPITAL BED                                                    -->
+        <!-- ============================================================== -->
+        <record id="intake_template_hospital_bed" model="fusion.repair.intake.template">
+            <field name="name">Hospital Bed - Intake</field>
+            <field name="code">hospital_bed</field>
+            <field name="sequence">10</field>
+            <field name="product_category_ids" eval="[(6, 0, [ref('category_hospital_bed')])]"/>
+        </record>
+
+        <record id="q_bed_powered" model="fusion.repair.intake.question">
+            <field name="template_id" ref="intake_template_hospital_bed"/>
+            <field name="sequence">10</field>
+            <field name="name">Is the bed plugged in and does it power on?</field>
+            <field name="code">powered</field>
+            <field name="question_type">selection</field>
+            <field name="selection_options">Yes - powers on normally
+No - no lights/sound at all
+Powers on but won't move</field>
+            <field name="required" eval="True"/>
+        </record>
+        <record id="q_bed_remote_works" model="fusion.repair.intake.question">
+            <field name="template_id" ref="intake_template_hospital_bed"/>
+            <field name="sequence">20</field>
+            <field name="name">Does the remote control respond when buttons are pressed?</field>
+            <field name="code">remote_works</field>
+            <field name="question_type">boolean</field>
+        </record>
+        <record id="q_bed_motor_side" model="fusion.repair.intake.question">
+            <field name="template_id" ref="intake_template_hospital_bed"/>
+            <field name="sequence">30</field>
+            <field name="name">Which motor seems affected? (head, foot, height, all)</field>
+            <field name="code">motor_side</field>
+            <field name="question_type">char</field>
+            <field name="symptom_keywords">motor</field>
+        </record>
+        <record id="q_bed_rails" model="fusion.repair.intake.question">
+            <field name="template_id" ref="intake_template_hospital_bed"/>
+            <field name="sequence">40</field>
+            <field name="name">Are the side rails functioning normally?</field>
+            <field name="code">rails_ok</field>
+            <field name="question_type">boolean</field>
+            <field name="symptom_keywords">rail,side</field>
+        </record>
+        <record id="q_bed_mattress" model="fusion.repair.intake.question">
+            <field name="template_id" ref="intake_template_hospital_bed"/>
+            <field name="sequence">50</field>
+            <field name="name">Is the mattress included in this issue?</field>
+            <field name="code">mattress_involved</field>
+            <field name="question_type">boolean</field>
+        </record>
+
+        <!-- ============================================================== -->
+        <!-- STAIRLIFT                                                       -->
+        <!-- ============================================================== -->
+        <record id="intake_template_stairlift" model="fusion.repair.intake.template">
+            <field name="name">Stairlift - Intake</field>
+            <field name="code">stairlift</field>
+            <field name="sequence">20</field>
+            <field name="product_category_ids" eval="[(6, 0, [ref('category_stairlift')])]"/>
+        </record>
+
+        <record id="q_stairlift_powered" model="fusion.repair.intake.question">
+            <field name="template_id" ref="intake_template_stairlift"/>
+            <field name="sequence">10</field>
+            <field name="name">Does the stairlift power on? (any lights, beeps)</field>
+            <field name="code">powered</field>
+            <field name="question_type">boolean</field>
+            <field name="required" eval="True"/>
+        </record>
+        <record id="q_stairlift_error_code" model="fusion.repair.intake.question">
+            <field name="template_id" ref="intake_template_stairlift"/>
+            <field name="sequence">20</field>
+            <field name="name">Is there an error code displayed? (note the number/letter shown)</field>
+            <field name="code">error_code</field>
+            <field name="question_type">char</field>
+            <field name="symptom_keywords">error code</field>
+        </record>
+        <record id="q_stairlift_stuck_position" model="fusion.repair.intake.question">
+            <field name="template_id" ref="intake_template_stairlift"/>
+            <field name="sequence">30</field>
+            <field name="name">Is anyone currently stuck on the stairlift?</field>
+            <field name="code">person_stuck</field>
+            <field name="question_type">boolean</field>
+            <field name="required" eval="True"/>
+            <field name="help_text">If yes, this is a safety issue - escalate immediately.</field>
+        </record>
+        <record id="q_stairlift_stops_midway" model="fusion.repair.intake.question">
+            <field name="template_id" ref="intake_template_stairlift"/>
+            <field name="sequence">40</field>
+            <field name="name">Does it stop partway up or down the track?</field>
+            <field name="code">stops_midway</field>
+            <field name="question_type">boolean</field>
+            <field name="symptom_keywords">stops midway</field>
+        </record>
+        <record id="q_stairlift_burning" model="fusion.repair.intake.question">
+            <field name="template_id" ref="intake_template_stairlift"/>
+            <field name="sequence">50</field>
+            <field name="name">Any burning smell, smoke, or unusual noise?</field>
+            <field name="code">burning_smell</field>
+            <field name="question_type">boolean</field>
+            <field name="required" eval="True"/>
+            <field name="symptom_keywords">burning smell,smoke</field>
+        </record>
+
+        <!-- ============================================================== -->
+        <!-- PORCH LIFT                                                      -->
+        <!-- ============================================================== -->
+        <record id="intake_template_porch_lift" model="fusion.repair.intake.template">
+            <field name="name">Porch Lift - Intake</field>
+            <field name="code">porch_lift</field>
+            <field name="sequence">30</field>
+            <field name="product_category_ids" eval="[(6, 0, [ref('category_porch_lift')])]"/>
+        </record>
+
+        <record id="q_porch_powered" model="fusion.repair.intake.question">
+            <field name="template_id" ref="intake_template_porch_lift"/>
+            <field name="sequence">10</field>
+            <field name="name">Does the lift respond when you press the call/send button?</field>
+            <field name="code">powered</field>
+            <field name="question_type">boolean</field>
+            <field name="required" eval="True"/>
+        </record>
+        <record id="q_porch_gate_switches" model="fusion.repair.intake.question">
+            <field name="template_id" ref="intake_template_porch_lift"/>
+            <field name="sequence">20</field>
+            <field name="name">Are all gate and door safety switches fully closed?</field>
+            <field name="code">gate_switches</field>
+            <field name="question_type">boolean</field>
+        </record>
+        <record id="q_porch_stuck" model="fusion.repair.intake.question">
+            <field name="template_id" ref="intake_template_porch_lift"/>
+            <field name="sequence">30</field>
+            <field name="name">Is anyone currently stuck on the lift?</field>
+            <field name="code">person_stuck</field>
+            <field name="question_type">boolean</field>
+            <field name="required" eval="True"/>
+        </record>
+        <record id="q_porch_outdoor" model="fusion.repair.intake.question">
+            <field name="template_id" ref="intake_template_porch_lift"/>
+            <field name="sequence">40</field>
+            <field name="name">Is the lift outdoors exposed to weather?</field>
+            <field name="code">outdoor</field>
+            <field name="question_type">boolean</field>
+        </record>
+
+        <!-- ============================================================== -->
+        <!-- WHEELCHAIR (MANUAL + POWER - shared template)                   -->
+        <!-- ============================================================== -->
+        <record id="intake_template_wheelchair" model="fusion.repair.intake.template">
+            <field name="name">Wheelchair - Intake</field>
+            <field name="code">wheelchair</field>
+            <field name="sequence">40</field>
+            <field name="product_category_ids" eval="[(6, 0, [ref('category_wheelchair_manual'), ref('category_wheelchair_power')])]"/>
+        </record>
+
+        <record id="q_wc_brakes" model="fusion.repair.intake.question">
+            <field name="template_id" ref="intake_template_wheelchair"/>
+            <field name="sequence">10</field>
+            <field name="name">Do the brakes engage and hold the wheelchair?</field>
+            <field name="code">brakes_ok</field>
+            <field name="question_type">boolean</field>
+            <field name="required" eval="True"/>
+            <field name="symptom_keywords">brake</field>
+        </record>
+        <record id="q_wc_tires" model="fusion.repair.intake.question">
+            <field name="template_id" ref="intake_template_wheelchair"/>
+            <field name="sequence">20</field>
+            <field name="name">Are both tires inflated and undamaged?</field>
+            <field name="code">tires_ok</field>
+            <field name="question_type">boolean</field>
+        </record>
+        <record id="q_wc_frame" model="fusion.repair.intake.question">
+            <field name="template_id" ref="intake_template_wheelchair"/>
+            <field name="sequence">30</field>
+            <field name="name">Is there any visible damage to the frame or footrests?</field>
+            <field name="code">frame_damage</field>
+            <field name="question_type">boolean</field>
+        </record>
+        <record id="q_wc_battery" model="fusion.repair.intake.question">
+            <field name="template_id" ref="intake_template_wheelchair"/>
+            <field name="sequence">40</field>
+            <field name="name">For power chairs: does the battery hold a charge?</field>
+            <field name="code">battery_holds_charge</field>
+            <field name="question_type">boolean</field>
+            <field name="symptom_keywords">battery,charge</field>
+        </record>
+        <record id="q_wc_joystick" model="fusion.repair.intake.question">
+            <field name="template_id" ref="intake_template_wheelchair"/>
+            <field name="sequence">50</field>
+            <field name="name">For power chairs: any error code shown on the joystick display?</field>
+            <field name="code">joystick_error</field>
+            <field name="question_type">char</field>
+        </record>
+
+        <!-- ============================================================== -->
+        <!-- WALKER / ROLLATOR (shared)                                      -->
+        <!-- ============================================================== -->
+        <record id="intake_template_walker_rollator" model="fusion.repair.intake.template">
+            <field name="name">Walker / Rollator - Intake</field>
+            <field name="code">walker_rollator</field>
+            <field name="sequence">50</field>
+            <field name="product_category_ids" eval="[(6, 0, [ref('category_walker'), ref('category_rollator')])]"/>
+        </record>
+
+        <record id="q_walker_wheels" model="fusion.repair.intake.question">
+            <field name="template_id" ref="intake_template_walker_rollator"/>
+            <field name="sequence">10</field>
+            <field name="name">Do all wheels roll freely?</field>
+            <field name="code">wheels_roll</field>
+            <field name="question_type">boolean</field>
+        </record>
+        <record id="q_walker_brakes" model="fusion.repair.intake.question">
+            <field name="template_id" ref="intake_template_walker_rollator"/>
+            <field name="sequence">20</field>
+            <field name="name">Do the brakes lock when engaged? (rollator only)</field>
+            <field name="code">brakes_lock</field>
+            <field name="question_type">boolean</field>
+        </record>
+        <record id="q_walker_frame" model="fusion.repair.intake.question">
+            <field name="template_id" ref="intake_template_walker_rollator"/>
+            <field name="sequence">30</field>
+            <field name="name">Is the frame stable, with no wobble or loose parts?</field>
+            <field name="code">frame_stable</field>
+            <field name="question_type">boolean</field>
+        </record>
+
+        <!-- ============================================================== -->
+        <!-- MEDICAL MATTRESS                                                -->
+        <!-- ============================================================== -->
+        <record id="intake_template_mattress" model="fusion.repair.intake.template">
+            <field name="name">Medical Mattress - Intake</field>
+            <field name="code">mattress</field>
+            <field name="sequence">60</field>
+            <field name="product_category_ids" eval="[(6, 0, [ref('category_mattress')])]"/>
+        </record>
+
+        <record id="q_mattress_pump_powered" model="fusion.repair.intake.question">
+            <field name="template_id" ref="intake_template_mattress"/>
+            <field name="sequence">10</field>
+            <field name="name">Is the pump plugged in and showing any indicator lights?</field>
+            <field name="code">pump_powered</field>
+            <field name="question_type">boolean</field>
+            <field name="required" eval="True"/>
+        </record>
+        <record id="q_mattress_leak" model="fusion.repair.intake.question">
+            <field name="template_id" ref="intake_template_mattress"/>
+            <field name="sequence">20</field>
+            <field name="name">Is the mattress leaking or losing air?</field>
+            <field name="code">leak</field>
+            <field name="question_type">boolean</field>
+            <field name="symptom_keywords">leak,deflate</field>
+        </record>
+        <record id="q_mattress_alarm" model="fusion.repair.intake.question">
+            <field name="template_id" ref="intake_template_mattress"/>
+            <field name="sequence">30</field>
+            <field name="name">Is the pump showing an error code or alarm?</field>
+            <field name="code">alarm</field>
+            <field name="question_type">char</field>
+        </record>
+
+        <!-- ============================================================== -->
+        <!-- Backfill category defaults                                      -->
+        <!-- ============================================================== -->
+        <function model="fusion.repair.product.category" name="write">
+            <value model="fusion.repair.product.category" eval="[ref('category_hospital_bed')]"/>
+            <value eval="{'intake_template_id': ref('intake_template_hospital_bed')}"/>
+        </function>
+        <function model="fusion.repair.product.category" name="write">
+            <value model="fusion.repair.product.category" eval="[ref('category_stairlift')]"/>
+            <value eval="{'intake_template_id': ref('intake_template_stairlift')}"/>
+        </function>
+        <function model="fusion.repair.product.category" name="write">
+            <value model="fusion.repair.product.category" eval="[ref('category_porch_lift')]"/>
+            <value eval="{'intake_template_id': ref('intake_template_porch_lift')}"/>
+        </function>
+        <function model="fusion.repair.product.category" name="write">
+            <value model="fusion.repair.product.category" eval="[ref('category_wheelchair_manual')]"/>
+            <value eval="{'intake_template_id': ref('intake_template_wheelchair')}"/>
+        </function>
+        <function model="fusion.repair.product.category" name="write">
+            <value model="fusion.repair.product.category" eval="[ref('category_wheelchair_power')]"/>
+            <value eval="{'intake_template_id': ref('intake_template_wheelchair')}"/>
+        </function>
+        <function model="fusion.repair.product.category" name="write">
+            <value model="fusion.repair.product.category" eval="[ref('category_walker')]"/>
+            <value eval="{'intake_template_id': ref('intake_template_walker_rollator')}"/>
+        </function>
+        <function model="fusion.repair.product.category" name="write">
+            <value model="fusion.repair.product.category" eval="[ref('category_rollator')]"/>
+            <value eval="{'intake_template_id': ref('intake_template_walker_rollator')}"/>
+        </function>
+        <function model="fusion.repair.product.category" name="write">
+            <value model="fusion.repair.product.category" eval="[ref('category_mattress')]"/>
+            <value eval="{'intake_template_id': ref('intake_template_default')}"/>
+        </function>
+        <function model="fusion.repair.product.category" name="write">
+            <value model="fusion.repair.product.category" eval="[ref('category_other')]"/>
+            <value eval="{'intake_template_id': ref('intake_template_default')}"/>
+        </function>
+
+    </data>
+</odoo>

fusion_repairs/data/ir_config_parameter_data.xml

@@ -0,0 +1,66 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <data noupdate="1">
+        <!-- Feature toggles -->
+        <record id="param_enable_email_notifications" model="ir.config_parameter">
+            <field name="key">fusion_repairs.enable_email_notifications</field>
+            <field name="value">True</field>
+        </record>
+
+        <!-- Outstanding balance warning threshold (CAD) - C5 -->
+        <record id="param_outstanding_balance_threshold" model="ir.config_parameter">
+            <field name="key">fusion_repairs.outstanding_balance_threshold</field>
+            <field name="value">100.00</field>
+        </record>
+
+        <!-- Duplicate-call detection window (days) - C1 -->
+        <record id="param_duplicate_call_window_days" model="ir.config_parameter">
+            <field name="key">fusion_repairs.duplicate_call_window_days</field>
+            <field name="value">14</field>
+        </record>
+
+        <!-- Pricing variance reconciliation - Phase 2 -->
+        <record id="param_variance_threshold_pct" model="ir.config_parameter">
+            <field name="key">fusion_repairs.variance_threshold_pct</field>
+            <field name="value">20</field>
+        </record>
+        <record id="param_variance_threshold_amount" model="ir.config_parameter">
+            <field name="key">fusion_repairs.variance_threshold_amount</field>
+            <field name="value">100.00</field>
+        </record>
+
+        <!-- Office follow-up cron toggles - Phase 3 -->
+        <record id="param_followup_maintenance_enabled" model="ir.config_parameter">
+            <field name="key">fusion_repairs.followup_maintenance_enabled</field>
+            <field name="value">True</field>
+        </record>
+        <record id="param_followup_repair_no_tech_enabled" model="ir.config_parameter">
+            <field name="key">fusion_repairs.followup_repair_no_tech_enabled</field>
+            <field name="value">True</field>
+        </record>
+        <record id="param_followup_overdue_visit_enabled" model="ir.config_parameter">
+            <field name="key">fusion_repairs.followup_overdue_visit_enabled</field>
+            <field name="value">True</field>
+        </record>
+        <record id="param_followup_unpaid_invoice_enabled" model="ir.config_parameter">
+            <field name="key">fusion_repairs.followup_unpaid_invoice_enabled</field>
+            <field name="value">True</field>
+        </record>
+
+        <!-- Public client portal - Phase 1+ -->
+        <record id="param_client_portal_url" model="ir.config_parameter">
+            <field name="key">fusion_repairs.client_portal_url</field>
+            <field name="value">/repair</field>
+        </record>
+        <record id="param_client_portal_rate_limit_per_hour" model="ir.config_parameter">
+            <field name="key">fusion_repairs.client_portal_rate_limit_per_hour</field>
+            <field name="value">10</field>
+        </record>
+
+        <!-- M3: post a loaner-offer activity if a repair has been open this long. -->
+        <record id="param_loaner_offer_threshold_days" model="ir.config_parameter">
+            <field name="key">fusion_repairs.loaner_offer_threshold_days</field>
+            <field name="value">3</field>
+        </record>
+    </data>
+</odoo>

fusion_repairs/data/ir_cron_data.xml

@@ -0,0 +1,86 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <data noupdate="1">
+
+        <!-- Daily maintenance reminders at 30/7/1 days before due date. -->
+        <record id="cron_maintenance_due_reminders" model="ir.cron">
+            <field name="name">Fusion Repairs: Send maintenance due reminders</field>
+            <field name="model_id" ref="model_fusion_repair_maintenance_contract"/>
+            <field name="state">code</field>
+            <field name="code">model.cron_send_due_reminders()</field>
+            <field name="user_id" ref="base.user_root"/>
+            <field name="interval_number">1</field>
+            <field name="interval_type">days</field>
+            <field name="nextcall" eval="(DateTime.now().replace(hour=7, minute=0, second=0, microsecond=0) + timedelta(days=1)).strftime('%Y-%m-%d %H:%M:%S')"/>
+            <field name="active" eval="True"/>
+        </record>
+
+        <!-- CL15: Escalate unacknowledged on-call pages every 5 minutes.
+             Pages older than fusion_repairs.on_call_escalate_minutes
+             (default 15) get re-paged to the next priority. -->
+        <record id="cron_on_call_escalate" model="ir.cron">
+            <field name="name">Fusion Repairs: Escalate unacknowledged on-call pages</field>
+            <field name="model_id" ref="model_fusion_repair_on_call_service"/>
+            <field name="state">code</field>
+            <field name="code">model.cron_escalate_unacknowledged()</field>
+            <field name="user_id" ref="base.user_root"/>
+            <field name="interval_number">5</field>
+            <field name="interval_type">minutes</field>
+            <field name="nextcall" eval="(DateTime.now() + timedelta(minutes=5)).strftime('%Y-%m-%d %H:%M:%S')"/>
+            <field name="active" eval="True"/>
+        </record>
+
+        <!-- X2: Day-before visit reminders. Runs every morning at 08:00. -->
+        <record id="cron_day_before_reminders" model="ir.cron">
+            <field name="name">Fusion Repairs: Day-before visit reminders</field>
+            <field name="model_id" ref="repair.model_repair_order"/>
+            <field name="state">code</field>
+            <field name="code">model.cron_send_day_before_reminders()</field>
+            <field name="user_id" ref="base.user_root"/>
+            <field name="interval_number">1</field>
+            <field name="interval_type">days</field>
+            <field name="nextcall" eval="(DateTime.now().replace(hour=8, minute=0, second=0, microsecond=0) + timedelta(days=1)).strftime('%Y-%m-%d %H:%M:%S')"/>
+            <field name="active" eval="True"/>
+        </record>
+
+        <!-- X4: Post-visit NPS. Runs hourly to send 24h after state=done. -->
+        <record id="cron_post_visit_nps" model="ir.cron">
+            <field name="name">Fusion Repairs: Send post-visit NPS emails</field>
+            <field name="model_id" ref="repair.model_repair_order"/>
+            <field name="state">code</field>
+            <field name="code">model.cron_send_post_visit_nps()</field>
+            <field name="user_id" ref="base.user_root"/>
+            <field name="interval_number">1</field>
+            <field name="interval_type">hours</field>
+            <field name="nextcall" eval="(DateTime.now() + timedelta(hours=1)).strftime('%Y-%m-%d %H:%M:%S')"/>
+            <field name="active" eval="True"/>
+        </record>
+
+        <!-- M1: Inspection certificate expiry reminders (30 + 7 days). -->
+        <record id="cron_inspection_expiry_reminders" model="ir.cron">
+            <field name="name">Fusion Repairs: Inspection certificate expiry reminders</field>
+            <field name="model_id" ref="model_fusion_repair_inspection_certificate"/>
+            <field name="state">code</field>
+            <field name="code">model.cron_send_expiry_reminders()</field>
+            <field name="user_id" ref="base.user_root"/>
+            <field name="interval_number">1</field>
+            <field name="interval_type">days</field>
+            <field name="nextcall" eval="(DateTime.now().replace(hour=9, minute=0, second=0, microsecond=0) + timedelta(days=1)).strftime('%Y-%m-%d %H:%M:%S')"/>
+            <field name="active" eval="True"/>
+        </record>
+
+        <!-- M3: Offer loaner activity for long-running repairs. Runs daily. -->
+        <record id="cron_offer_loaner" model="ir.cron">
+            <field name="name">Fusion Repairs: Offer loaner for long-running repairs</field>
+            <field name="model_id" ref="repair.model_repair_order"/>
+            <field name="state">code</field>
+            <field name="code">model.cron_offer_loaner_for_long_repairs()</field>
+            <field name="user_id" ref="base.user_root"/>
+            <field name="interval_number">1</field>
+            <field name="interval_type">days</field>
+            <field name="nextcall" eval="(DateTime.now().replace(hour=8, minute=30, second=0, microsecond=0) + timedelta(days=1)).strftime('%Y-%m-%d %H:%M:%S')"/>
+            <field name="active" eval="True"/>
+        </record>
+
+    </data>
+</odoo>

fusion_repairs/data/ir_sequence_data.xml

@@ -0,0 +1,88 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <data noupdate="1">
+        <!-- Intake session reference. -->
+        <!-- Groups multiple repair.order records created from the same call. -->
+        <record id="seq_repair_intake_session" model="ir.sequence">
+            <field name="name">Repair Intake Session</field>
+            <field name="code">fusion.repair.intake.session</field>
+            <field name="prefix">RIS</field>
+            <field name="padding">6</field>
+            <field name="number_next">1</field>
+            <field name="number_increment">1</field>
+            <field name="company_id" eval="False"/>
+        </record>
+
+        <!-- Maintenance contract reference -->
+        <record id="seq_repair_maintenance_contract" model="ir.sequence">
+            <field name="name">Repair Maintenance Contract</field>
+            <field name="code">fusion.repair.maintenance.contract</field>
+            <field name="prefix">MC/</field>
+            <field name="padding">5</field>
+            <field name="number_next">1</field>
+            <field name="number_increment">1</field>
+            <field name="company_id" eval="False"/>
+        </record>
+
+        <!-- Bundle 9: LW-NNNNN for store labor warranty records. -->
+        <record id="seq_repair_labor_warranty" model="ir.sequence">
+            <field name="name">Labor Warranty</field>
+            <field name="code">fusion.repair.labor.warranty</field>
+            <field name="prefix">LW-</field>
+            <field name="padding">5</field>
+            <field name="number_next">1</field>
+            <field name="number_increment">1</field>
+            <field name="company_id" eval="False"/>
+        </record>
+
+        <!-- Bundle 8: PART-NNNNN for procurement-facing part orders. -->
+        <record id="seq_repair_part_order" model="ir.sequence">
+            <field name="name">Repair Part Order</field>
+            <field name="code">fusion.repair.part.order</field>
+            <field name="prefix">PART-</field>
+            <field name="padding">5</field>
+            <field name="number_next">1</field>
+            <field name="number_increment">1</field>
+            <field name="company_id" eval="False"/>
+        </record>
+
+        <!-- Service plan subscription reference: PLAN-NNNNN. -->
+        <record id="seq_repair_service_plan_subscription" model="ir.sequence">
+            <field name="name">Service Plan Subscription</field>
+            <field name="code">fusion.repair.service.plan.subscription</field>
+            <field name="prefix">PLAN-</field>
+            <field name="padding">5</field>
+            <field name="number_next">1</field>
+            <field name="number_increment">1</field>
+            <field name="company_id" eval="False"/>
+        </record>
+
+        <!-- Inspection certificate reference: CERT-YYYY-NNNN, yearly reset. -->
+        <record id="seq_repair_inspection_certificate" model="ir.sequence">
+            <field name="name">Inspection Certificate</field>
+            <field name="code">fusion.repair.inspection.certificate</field>
+            <field name="prefix">CERT-%(year)s-</field>
+            <field name="padding">4</field>
+            <field name="number_next">1</field>
+            <field name="number_increment">1</field>
+            <field name="use_date_range" eval="True"/>
+            <field name="company_id" eval="False"/>
+        </record>
+
+        <!-- Date-based repair.order reference: RO-YYYYMM-NN, counter resets monthly.
+             use_date_range=True so Odoo creates an ir.sequence.date_range record
+             per month with its own number_next, giving each month a fresh -01.
+             %(year)s -> 4-digit year, %(month)s -> zero-padded month (per strftime %m). -->
+        <record id="seq_repair_order_monthly" model="ir.sequence">
+            <field name="name">Repair Order (RO-YYYYMM-NN)</field>
+            <field name="code">fusion.repair.order.monthly</field>
+            <field name="prefix">RO-%(year)s%(month)s-</field>
+            <field name="suffix"/>
+            <field name="padding">2</field>
+            <field name="number_next">1</field>
+            <field name="number_increment">1</field>
+            <field name="use_date_range" eval="True"/>
+            <field name="company_id" eval="False"/>
+        </record>
+    </data>
+</odoo>

fusion_repairs/data/mail_activity_type_data.xml

@@ -0,0 +1,66 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <data noupdate="1">
+
+        <!-- CS callback after intake - confirms call back if anything was missing -->
+        <record id="mail_activity_type_cs_callback" model="mail.activity.type">
+            <field name="name">Repair: CS Callback</field>
+            <field name="summary">Call client back if any intake info was missing</field>
+            <field name="delay_count">1</field>
+            <field name="delay_unit">days</field>
+            <field name="delay_from">previous_activity</field>
+            <field name="res_model">repair.order</field>
+            <field name="icon">fa-phone</field>
+            <field name="sequence">10</field>
+        </record>
+
+        <!-- Tech dispatch needed - office must assign a technician -->
+        <record id="mail_activity_type_tech_dispatch" model="mail.activity.type">
+            <field name="name">Repair: Assign Technician</field>
+            <field name="summary">Assign a technician to this repair</field>
+            <field name="delay_count">2</field>
+            <field name="delay_unit">days</field>
+            <field name="delay_from">previous_activity</field>
+            <field name="res_model">repair.order</field>
+            <field name="icon">fa-wrench</field>
+            <field name="sequence">20</field>
+        </record>
+
+        <!-- Visit follow-up - tech must report visit outcome -->
+        <record id="mail_activity_type_visit_followup" model="mail.activity.type">
+            <field name="name">Repair: Visit Follow-Up</field>
+            <field name="summary">Confirm visit outcome and complete repair</field>
+            <field name="delay_count">1</field>
+            <field name="delay_unit">days</field>
+            <field name="delay_from">previous_activity</field>
+            <field name="res_model">repair.order</field>
+            <field name="icon">fa-check-square-o</field>
+            <field name="sequence">30</field>
+        </record>
+
+        <!-- Manager review - third-party equipment -->
+        <record id="mail_activity_type_manager_review" model="mail.activity.type">
+            <field name="name">Repair: Manager Review</field>
+            <field name="summary">Third-party equipment - manager awareness</field>
+            <field name="delay_count">1</field>
+            <field name="delay_unit">days</field>
+            <field name="delay_from">previous_activity</field>
+            <field name="res_model">repair.order</field>
+            <field name="icon">fa-flag</field>
+            <field name="sequence">40</field>
+        </record>
+
+        <!-- M3: Loaner offer for long-running repairs. -->
+        <record id="mail_activity_type_loaner_offer" model="mail.activity.type">
+            <field name="name">Repair: Offer Loaner</field>
+            <field name="summary">Offer the client a loaner unit while repair is in progress</field>
+            <field name="delay_count">1</field>
+            <field name="delay_unit">days</field>
+            <field name="delay_from">previous_activity</field>
+            <field name="res_model">repair.order</field>
+            <field name="icon">fa-handshake-o</field>
+            <field name="sequence">50</field>
+        </record>
+
+    </data>
+</odoo>

fusion_repairs/data/mail_template_data.xml

@@ -0,0 +1,483 @@
+<?xml version="1.0" encoding="utf-8"?>
+<!--
+    Fusion Repairs Mail Templates.
+    Styling: 4px accent bar, 600px max-width, dark/light safe.
+    Mirrors fusion_claims/data/mail_template_data.xml ADP templates for consistency.
+-->
+<odoo>
+    <data noupdate="1">
+
+        <!-- ============================================================== -->
+        <!-- Repair Intake Received - Client Confirmation                   -->
+        <!-- ============================================================== -->
+        <record id="email_template_intake_received_client" model="mail.template">
+            <field name="name">Repair: Intake Received (Client)</field>
+            <field name="model_id" ref="repair.model_repair_order"/>
+            <field name="subject">{{ object.company_id.name }} - Service Call {{ object.name or 'received' }}</field>
+            <field name="email_from">{{ (object.user_id.email_formatted or object.company_id.email_formatted or user.email_formatted) }}</field>
+            <field name="partner_to">{{ object.partner_id.id }}</field>
+            <field name="body_html" type="html">
+<div style="font-family:-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Arial,sans-serif;max-width:600px;margin:0 auto;">
+    <div style="height:4px;background-color:#2B6CB0;"></div>
+    <div style="padding:32px 28px;">
+        <p style="color:#2B6CB0;font-size:13px;font-weight:600;letter-spacing:0.5px;text-transform:uppercase;margin:0 0 24px 0;">
+            <t t-out="object.company_id.name"/>
+        </p>
+        <h2 style="font-size:22px;font-weight:700;margin:0 0 6px 0;line-height:1.3;">We received your service request</h2>
+        <p style="opacity:0.65;font-size:15px;line-height:1.5;margin:0 0 24px 0;">
+            Hello <t t-out="object.partner_id.name or 'there'"/>, thank you for letting us know about your equipment.
+            Your service call reference is <strong><t t-out="object.name"/></strong>.
+        </p>
+        <table style="width:100%;border-collapse:collapse;margin:0 0 24px 0;">
+            <tr><td colspan="2" style="padding:10px 14px;font-size:12px;font-weight:600;opacity:0.55;text-transform:uppercase;letter-spacing:0.5px;border-bottom:2px solid rgba(128,128,128,0.25);">Service Call Details</td></tr>
+            <tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);width:35%;">Reference</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.name"/></td></tr>
+            <t t-if="object.product_id">
+                <tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);">Equipment</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.product_id.display_name"/></td></tr>
+            </t>
+            <t t-if="object.schedule_date">
+                <tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);">Scheduled</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.schedule_date" t-options="{'widget': 'datetime'}"/></td></tr>
+            </t>
+            <tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;">Status</td><td style="padding:10px 14px;font-size:14px;"><t t-out="dict(object._fields['state'].selection).get(object.state)"/></td></tr>
+        </table>
+        <div style="border-left:3px solid #2B6CB0;padding:12px 16px;margin:0 0 24px 0;">
+            <p style="margin:0;font-size:14px;line-height:1.5;">
+                A team member will be in touch shortly to confirm the next steps.
+                If you need to reach us before then, please contact our office directly.
+            </p>
+        </div>
+        <t t-if="not is_html_empty(object.user_id.signature)" data-o-mail-quote-container="1">
+            <div data-o-mail-quote="1">--<br data-o-mail-quote="1"/><t t-out="object.user_id.signature or ''" data-o-mail-quote="1"/></div>
+        </t>
+    </div>
+</div>
+            </field>
+            <field name="lang">{{ object.partner_id.lang }}</field>
+            <field name="auto_delete" eval="True"/>
+        </record>
+
+        <!-- ============================================================== -->
+        <!-- X2: Day-before visit reminder                                  -->
+        <!-- ============================================================== -->
+        <record id="email_template_visit_day_before" model="mail.template">
+            <field name="name">Repair: Day-Before Visit Reminder</field>
+            <field name="model_id" ref="repair.model_repair_order"/>
+            <field name="subject">Reminder: technician visit tomorrow for {{ object.name }}</field>
+            <field name="email_from">{{ (object.company_id.email_formatted or user.email_formatted) }}</field>
+            <field name="partner_to">{{ object.partner_id.id }}</field>
+            <field name="body_html" type="html">
+<div style="font-family:-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Arial,sans-serif;max-width:600px;margin:0 auto;">
+    <div style="height:4px;background-color:#2B6CB0;"></div>
+    <div style="padding:32px 28px;">
+        <p style="color:#2B6CB0;font-size:13px;font-weight:600;letter-spacing:0.5px;text-transform:uppercase;margin:0 0 24px 0;">
+            <t t-out="object.company_id.name"/>
+        </p>
+        <h2 style="font-size:22px;font-weight:700;margin:0 0 6px 0;line-height:1.3;">Reminder: our technician visits tomorrow</h2>
+        <p style="opacity:0.65;font-size:15px;line-height:1.5;margin:0 0 24px 0;">
+            Hello <t t-out="object.partner_id.name or 'there'"/>, this is a friendly
+            reminder that your service call <strong><t t-out="object.name"/></strong>
+            is scheduled for tomorrow.
+        </p>
+        <!-- H3: pull the SPECIFIC task via context (cron passes reminder_task_id);
+             fall back to the first task otherwise so manual sends still work. -->
+        <t t-set="task_id" t-value="ctx.get('reminder_task_id') if ctx else False"/>
+        <t t-set="task" t-value="env['fusion.technician.task'].browse(task_id) if task_id else object.x_fc_technician_task_ids[:1]"/>
+        <table style="width:100%;border-collapse:collapse;margin:0 0 24px 0;">
+            <t t-if="task">
+                <tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);width:35%;">Scheduled</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="task.scheduled_date" t-options="{'widget': 'date'}"/></td></tr>
+                <tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);">Technician</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="task.technician_id.name or 'TBC'"/></td></tr>
+            </t>
+            <t t-if="object.product_id">
+                <tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);">Equipment</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.product_id.display_name"/></td></tr>
+            </t>
+        </table>
+        <div style="border-left:3px solid #2B6CB0;padding:12px 16px;margin:0 0 24px 0;">
+            <p style="margin:0;font-size:14px;line-height:1.5;">
+                <strong>Need to reschedule?</strong> Reply to this email or call our office.
+                Please make sure the equipment is accessible and any pets are secured.
+            </p>
+        </div>
+    </div>
+</div>
+            </field>
+            <field name="lang">{{ object.partner_id.lang }}</field>
+            <field name="auto_delete" eval="True"/>
+        </record>
+
+        <!-- ============================================================== -->
+        <!-- X4: Post-visit NPS / Google review                             -->
+        <!-- ============================================================== -->
+        <record id="email_template_post_visit_nps" model="mail.template">
+            <field name="name">Repair: Post-Visit NPS</field>
+            <field name="model_id" ref="repair.model_repair_order"/>
+            <field name="subject">How did we do, {{ object.partner_id.name or 'there' }}?</field>
+            <field name="email_from">{{ (object.company_id.email_formatted or user.email_formatted) }}</field>
+            <field name="partner_to">{{ object.partner_id.id }}</field>
+            <field name="body_html" type="html">
+<div style="font-family:-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Arial,sans-serif;max-width:600px;margin:0 auto;">
+    <div style="height:4px;background-color:#38a169;"></div>
+    <div style="padding:32px 28px;">
+        <p style="color:#38a169;font-size:13px;font-weight:600;letter-spacing:0.5px;text-transform:uppercase;margin:0 0 24px 0;">
+            <t t-out="object.company_id.name"/>
+        </p>
+        <h2 style="font-size:22px;font-weight:700;margin:0 0 6px 0;line-height:1.3;">Thanks for trusting us with your equipment</h2>
+        <p style="opacity:0.65;font-size:15px;line-height:1.5;margin:0 0 24px 0;">
+            Your service call <strong><t t-out="object.name"/></strong> is complete.
+            We would love to hear how it went - your feedback helps other clients
+            find us and helps us improve.
+        </p>
+        <!-- H4: URL-encode the company name so the fallback URL survives ampersands + spaces. -->
+        <t t-set="review_url" t-value="object.company_id.x_fc_google_review_url or ('https://www.google.com/search?' + url_encode({'q': object.company_id.name or ''}))"/>
+        <div style="text-align:center;margin:0 0 24px 0;">
+            <a t-att-href="review_url"
+               style="display:inline-block;padding:14px 28px;background-color:#38a169;color:#ffffff;text-decoration:none;border-radius:6px;font-size:16px;font-weight:600;">
+                Leave a Google review
+            </a>
+        </div>
+        <p style="opacity:0.55;font-size:12px;margin:0;">
+            If anything is not right, please reply directly to this email - we will make it right.
+        </p>
+    </div>
+</div>
+            </field>
+            <field name="lang">{{ object.partner_id.lang }}</field>
+            <field name="auto_delete" eval="True"/>
+        </record>
+
+        <!-- ============================================================== -->
+        <!-- Bundle 8: Rush service technician alert (mid-shift squeeze)    -->
+        <!-- ============================================================== -->
+        <record id="email_template_rush_tech_alert" model="mail.template">
+            <field name="name">Repair: Rush Squeeze - Tech Alert</field>
+            <field name="model_id" ref="repair.model_repair_order"/>
+            <field name="subject">URGENT: {{ object.partner_id.name or 'rush client' }} added to your route - {{ object.name }}</field>
+            <field name="email_from">{{ (object.company_id.email_formatted or user.email_formatted) }}</field>
+            <field name="body_html" type="html">
+<div style="font-family:-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Arial,sans-serif;max-width:600px;margin:0 auto;">
+    <div style="height:4px;background-color:#c53030;"></div>
+    <div style="padding:32px 28px;">
+        <p style="color:#c53030;font-size:13px;font-weight:600;letter-spacing:0.5px;text-transform:uppercase;margin:0 0 24px 0;">
+            Rush stop added to your day
+        </p>
+        <h2 style="font-size:22px;font-weight:700;margin:0 0 6px 0;">A rush call was squeezed into your route</h2>
+        <p style="opacity:0.65;font-size:15px;line-height:1.5;margin:0 0 24px 0;">
+            Office added this between your existing stops. Please re-sequence
+            your day and head over as soon as you can finish your current job.
+        </p>
+        <table style="width:100%;border-collapse:collapse;margin:0 0 24px 0;">
+            <tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);width:35%;">Repair</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.name"/></td></tr>
+            <tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);">Client</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.partner_id.name or '?'"/></td></tr>
+            <t t-if="object.partner_id.phone">
+                <tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);">Phone</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><a t-attf-href="tel:{{ object.partner_id.phone }}"><t t-out="object.partner_id.phone"/></a></td></tr>
+            </t>
+            <t t-if="object.x_fc_repair_category_id">
+                <tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);">Equipment</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.x_fc_repair_category_id.name"/></td></tr>
+            </t>
+            <t t-if="object.partner_id.street or object.partner_id.city">
+                <tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);">Address</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.partner_id.street or ''"/>, <t t-out="object.partner_id.city or ''"/></td></tr>
+            </t>
+            <t t-if="object.x_fc_rush_surcharge">
+                <tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;">Rush Surcharge</td><td style="padding:10px 14px;font-size:14px;color:#c53030;font-weight:600;">$<t t-out="object.x_fc_rush_surcharge"/></td></tr>
+            </t>
+        </table>
+        <p style="margin:0;font-size:13px;color:#888;">
+            Open the task in your tech portal to see the full route and tap Start Timer when you arrive.
+        </p>
+    </div>
+</div>
+            </field>
+            <field name="auto_delete" eval="True"/>
+        </record>
+
+        <!-- ============================================================== -->
+        <!-- Bundle 8: Repair awaiting parts (client comms)                 -->
+        <!-- ============================================================== -->
+        <record id="email_template_repair_awaiting_parts" model="mail.template">
+            <field name="name">Repair: Awaiting Parts (Client)</field>
+            <field name="model_id" ref="repair.model_repair_order"/>
+            <field name="subject">{{ object.company_id.name }} - update on your repair {{ object.name }}</field>
+            <field name="email_from">{{ (object.company_id.email_formatted or user.email_formatted) }}</field>
+            <field name="partner_to">{{ object.partner_id.id }}</field>
+            <field name="body_html" type="html">
+<div style="font-family:-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Arial,sans-serif;max-width:600px;margin:0 auto;">
+    <div style="height:4px;background-color:#d97706;"></div>
+    <div style="padding:32px 28px;">
+        <p style="color:#d97706;font-size:13px;font-weight:600;letter-spacing:0.5px;text-transform:uppercase;margin:0 0 24px 0;">
+            <t t-out="object.company_id.name"/>
+        </p>
+        <h2 style="font-size:22px;font-weight:700;margin:0 0 6px 0;">We found the problem - here's the plan</h2>
+        <p style="opacity:0.65;font-size:15px;line-height:1.5;margin:0 0 24px 0;">
+            Hello <t t-out="object.partner_id.name or 'there'"/>, our technician
+            diagnosed your equipment today but needs a part we don't carry on the
+            truck. We're ordering it right away from the manufacturer.
+        </p>
+        <table style="width:100%;border-collapse:collapse;margin:0 0 24px 0;">
+            <tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);width:40%;">Reference</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.name"/></td></tr>
+            <t t-if="object.x_fc_parts_eta_date">
+                <tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;">Expected return visit</td><td style="padding:10px 14px;font-size:14px;color:#d97706;font-weight:600;">~<t t-out="object.x_fc_parts_eta_date" t-options="{'widget': 'date'}"/></td></tr>
+            </t>
+        </table>
+        <div style="border-left:3px solid #d97706;padding:12px 16px;margin:0 0 24px 0;">
+            <p style="margin:0;font-size:14px;line-height:1.5;">
+                <strong>What happens next:</strong>
+            </p>
+            <ol style="margin:8px 0 0 0;font-size:14px;line-height:1.6;">
+                <li>We order the parts from the manufacturer today.</li>
+                <li>When the parts arrive at our warehouse, we'll email you with a confirmed visit date.</li>
+                <li>You don't need to do anything in the meantime.</li>
+            </ol>
+        </div>
+        <p style="opacity:0.55;font-size:12px;margin:0;">
+            Questions? Reply to this email or call our office. Reference: <t t-out="object.name"/>.
+        </p>
+    </div>
+</div>
+            </field>
+            <field name="lang">{{ object.partner_id.lang }}</field>
+            <field name="auto_delete" eval="True"/>
+        </record>
+
+        <!-- ============================================================== -->
+        <!-- Bundle 8: Specific parts ordered (per part)                    -->
+        <!-- ============================================================== -->
+        <record id="email_template_parts_ordered" model="mail.template">
+            <field name="name">Repair: Parts Ordered (Client)</field>
+            <field name="model_id" ref="model_fusion_repair_part_order"/>
+            <field name="subject">Parts ordered for your {{ object.repair_order_id.x_fc_repair_category_id.name or 'equipment' }} - {{ object.repair_order_id.name }}</field>
+            <field name="email_from">{{ (object.company_id.email_formatted or user.email_formatted) }}</field>
+            <field name="partner_to">{{ object.partner_id.id }}</field>
+            <field name="body_html" type="html">
+<div style="font-family:-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Arial,sans-serif;max-width:600px;margin:0 auto;">
+    <div style="height:4px;background-color:#2B6CB0;"></div>
+    <div style="padding:32px 28px;">
+        <h2 style="font-size:20px;font-weight:700;margin:0 0 16px 0;">Parts ordered</h2>
+        <p style="opacity:0.65;font-size:15px;line-height:1.5;margin:0 0 16px 0;">
+            We've placed an order for the parts your <t t-out="object.repair_order_id.x_fc_repair_category_id.name or 'equipment'"/>
+            needs. Expected arrival: <strong><t t-out="object.expected_date" t-options="{'widget': 'date'}"/></strong>.
+        </p>
+        <table style="width:100%;border-collapse:collapse;margin:0 0 16px 0;">
+            <tr><td style="padding:8px 14px;opacity:0.6;font-size:13px;border-bottom:1px solid rgba(128,128,128,0.15);width:35%;">Part</td><td style="padding:8px 14px;font-size:13px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.description"/></td></tr>
+            <t t-if="object.manufacturer">
+                <tr><td style="padding:8px 14px;opacity:0.6;font-size:13px;border-bottom:1px solid rgba(128,128,128,0.15);">Manufacturer</td><td style="padding:8px 14px;font-size:13px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.manufacturer"/></td></tr>
+            </t>
+            <tr><td style="padding:8px 14px;opacity:0.6;font-size:13px;">Ref</td><td style="padding:8px 14px;font-size:13px;"><t t-out="object.name"/></td></tr>
+        </table>
+        <p style="opacity:0.55;font-size:12px;margin:0;">We'll email again as soon as the parts arrive at our warehouse.</p>
+    </div>
+</div>
+            </field>
+            <field name="lang">{{ object.partner_id.lang }}</field>
+            <field name="auto_delete" eval="True"/>
+        </record>
+
+        <!-- ============================================================== -->
+        <!-- Bundle 8: Parts received - re-dispatch coming (client)         -->
+        <!-- ============================================================== -->
+        <record id="email_template_parts_received" model="mail.template">
+            <field name="name">Repair: Parts Received (Client)</field>
+            <field name="model_id" ref="model_fusion_repair_part_order"/>
+            <field name="subject">Parts arrived - scheduling your return visit ({{ object.repair_order_id.name }})</field>
+            <field name="email_from">{{ (object.company_id.email_formatted or user.email_formatted) }}</field>
+            <field name="partner_to">{{ object.partner_id.id }}</field>
+            <field name="body_html" type="html">
+<div style="font-family:-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Arial,sans-serif;max-width:600px;margin:0 auto;">
+    <div style="height:4px;background-color:#38a169;"></div>
+    <div style="padding:32px 28px;">
+        <h2 style="font-size:22px;font-weight:700;margin:0 0 16px 0;">Good news - your parts arrived</h2>
+        <p style="opacity:0.65;font-size:15px;line-height:1.5;margin:0 0 16px 0;">
+            The parts for your repair are in. Our office will call you in the next business day
+            to confirm a return-visit time. You don't need to do anything right now.
+        </p>
+        <p style="opacity:0.55;font-size:12px;margin:0;">Reference: <t t-out="object.repair_order_id.name"/></p>
+    </div>
+</div>
+            </field>
+            <field name="lang">{{ object.partner_id.lang }}</field>
+            <field name="auto_delete" eval="True"/>
+        </record>
+
+        <!-- ============================================================== -->
+        <!-- M1: Inspection certificate expiry reminder                     -->
+        <!-- ============================================================== -->
+        <record id="email_template_inspection_expiry_reminder" model="mail.template">
+            <field name="name">Repair: Inspection Certificate Expiry Reminder</field>
+            <field name="model_id" ref="model_fusion_repair_inspection_certificate"/>
+            <field name="subject">Your {{ object.product_id.display_name }} inspection certificate expires {{ object.expiry_date }}</field>
+            <field name="email_from">{{ (object.company_id.email_formatted or user.email_formatted) }}</field>
+            <field name="partner_to">{{ object.partner_id.id }}</field>
+            <field name="body_html" type="html">
+<div style="font-family:-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Arial,sans-serif;max-width:600px;margin:0 auto;">
+    <div style="height:4px;background-color:#d97706;"></div>
+    <div style="padding:32px 28px;">
+        <p style="color:#d97706;font-size:13px;font-weight:600;letter-spacing:0.5px;text-transform:uppercase;margin:0 0 24px 0;">
+            <t t-out="object.company_id.name"/>
+        </p>
+        <h2 style="font-size:22px;font-weight:700;margin:0 0 6px 0;line-height:1.3;">Annual safety inspection coming due</h2>
+        <p style="opacity:0.65;font-size:15px;line-height:1.5;margin:0 0 24px 0;">
+            Hello <t t-out="object.partner_id.name or 'there'"/>, the safety inspection
+            certificate on your <strong><t t-out="object.product_id.display_name"/></strong>
+            (certificate <strong><t t-out="object.name"/></strong>) expires
+            <strong><t t-out="object.expiry_date" t-options="{'widget': 'date'}"/></strong>.
+            Annual re-inspection keeps your equipment compliant with local safety regulations.
+        </p>
+        <table style="width:100%;border-collapse:collapse;margin:0 0 24px 0;">
+            <tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);width:40%;">Certificate</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.name"/></td></tr>
+            <tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);">Equipment</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.product_id.display_name"/></td></tr>
+            <t t-if="object.lot_id">
+                <tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);">Serial</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.lot_id.name"/></td></tr>
+            </t>
+            <tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;">Expires</td><td style="padding:10px 14px;font-size:14px;color:#d97706;font-weight:600;"><t t-out="object.expiry_date" t-options="{'widget': 'date'}"/></td></tr>
+        </table>
+        <div style="border-left:3px solid #d97706;padding:12px 16px;margin:0 0 24px 0;">
+            <p style="margin:0;font-size:14px;line-height:1.5;">
+                Reply to this email or call our office to book your re-inspection. We will
+                send our certified technician to confirm everything is safe and renew your
+                certificate.
+            </p>
+        </div>
+    </div>
+</div>
+            </field>
+            <field name="lang">{{ object.partner_id.lang }}</field>
+            <field name="auto_delete" eval="True"/>
+        </record>
+
+        <!-- ============================================================== -->
+        <!-- On-Call Safety Page                                            -->
+        <!-- ============================================================== -->
+        <record id="email_template_on_call_page" model="mail.template">
+            <field name="name">Repair: On-Call Safety Page</field>
+            <field name="model_id" ref="repair.model_repair_order"/>
+            <field name="subject">[SAFETY PAGE] {{ object.partner_id.name or 'Unknown' }} - {{ object.name or 'n/a' }}</field>
+            <field name="email_from">{{ (object.company_id.email_formatted or user.email_formatted) }}</field>
+            <field name="body_html" type="html">
+<div style="font-family:-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Arial,sans-serif;max-width:600px;margin:0 auto;">
+    <div style="height:4px;background-color:#c53030;"></div>
+    <div style="padding:32px 28px;">
+        <p style="color:#c53030;font-size:13px;font-weight:600;letter-spacing:0.5px;text-transform:uppercase;margin:0 0 24px 0;">
+            URGENT - SAFETY PAGE
+        </p>
+        <h2 style="font-size:22px;font-weight:700;margin:0 0 6px 0;line-height:1.3;">Safety service call requires response</h2>
+        <p style="opacity:0.65;font-size:15px;line-height:1.5;margin:0 0 24px 0;">
+            A client just submitted a safety-flagged service request via the
+            <t t-out="dict(object._fields['x_fc_intake_source'].selection).get(object.x_fc_intake_source) or 'intake'"/>.
+            You have been paged as the on-call manager.
+        </p>
+        <table style="width:100%;border-collapse:collapse;margin:0 0 24px 0;">
+            <tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);width:35%;">Reference</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.name"/></td></tr>
+            <tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);">Client</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.partner_id.name or '?'"/></td></tr>
+            <t t-if="object.partner_id.phone">
+                <tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);">Phone</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.partner_id.phone"/></td></tr>
+            </t>
+            <t t-if="object.x_fc_repair_category_id">
+                <tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);">Equipment</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.x_fc_repair_category_id.name"/></td></tr>
+            </t>
+        </table>
+        <div style="text-align:center;margin:0 0 24px 0;">
+            <a t-attf-href="/repair/on-call/ack/{{ object.x_fc_on_call_token or '' }}"
+               style="display:inline-block;padding:14px 28px;background-color:#c53030;color:#ffffff;text-decoration:none;border-radius:6px;font-size:16px;font-weight:600;">
+                Acknowledge - I will respond
+            </a>
+        </div>
+        <p style="opacity:0.55;font-size:12px;margin:0;">
+            If you do not acknowledge within 15 minutes, the next on-call
+            priority will be paged automatically.
+        </p>
+    </div>
+</div>
+            </field>
+            <field name="auto_delete" eval="True"/>
+        </record>
+
+        <!-- ============================================================== -->
+        <!-- Maintenance Due Reminder                                       -->
+        <!-- ============================================================== -->
+        <record id="email_template_maintenance_due_reminder" model="mail.template">
+            <field name="name">Repair: Maintenance Due Reminder</field>
+            <field name="model_id" ref="model_fusion_repair_maintenance_contract"/>
+            <field name="subject">{{ object.company_id.name }} - Time to schedule your equipment maintenance</field>
+            <field name="email_from">{{ (object.company_id.email_formatted or user.email_formatted) }}</field>
+            <field name="partner_to">{{ object.partner_id.id }}</field>
+            <field name="body_html" type="html">
+<div style="font-family:-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Arial,sans-serif;max-width:600px;margin:0 auto;">
+    <div style="height:4px;background-color:#38a169;"></div>
+    <div style="padding:32px 28px;">
+        <p style="color:#38a169;font-size:13px;font-weight:600;letter-spacing:0.5px;text-transform:uppercase;margin:0 0 24px 0;">
+            <t t-out="object.company_id.name"/>
+        </p>
+        <h2 style="font-size:22px;font-weight:700;margin:0 0 6px 0;line-height:1.3;">Your equipment is due for maintenance</h2>
+        <p style="opacity:0.65;font-size:15px;line-height:1.5;margin:0 0 24px 0;">
+            Hello <t t-out="object.partner_id.name or 'there'"/>, your
+            <strong><t t-out="object.product_id.display_name or 'equipment'"/></strong>
+            is due for its next scheduled maintenance visit on
+            <strong><t t-out="object.next_due_date" t-options="{'widget': 'date'}"/></strong>.
+        </p>
+        <div style="text-align:center;margin:0 0 24px 0;">
+            <a t-attf-href="/repairs/maintenance/book/{{ object.booking_token }}"
+               style="display:inline-block;padding:14px 28px;background-color:#38a169;color:#ffffff;text-decoration:none;border-radius:6px;font-size:16px;font-weight:600;">
+                Book my maintenance visit
+            </a>
+        </div>
+        <div style="border-left:3px solid #38a169;padding:12px 16px;margin:0 0 24px 0;">
+            <p style="margin:0;font-size:14px;line-height:1.5;">
+                Regular maintenance keeps your equipment safe and reliable. Use the
+                button above to confirm and we will reach out to schedule a time that works for you.
+            </p>
+        </div>
+        <p style="opacity:0.55;font-size:12px;margin:0;">
+            Contract reference <strong><t t-out="object.name"/></strong>.
+            If you no longer have this equipment, you can ignore this email.
+        </p>
+    </div>
+</div>
+            </field>
+            <field name="lang">{{ object.partner_id.lang }}</field>
+            <field name="auto_delete" eval="True"/>
+        </record>
+
+        <!-- ============================================================== -->
+        <!-- Repair Intake Received - Office Notification                   -->
+        <!-- ============================================================== -->
+        <record id="email_template_intake_received_office" model="mail.template">
+            <field name="name">Repair: Intake Received (Office)</field>
+            <field name="model_id" ref="repair.model_repair_order"/>
+            <field name="subject">[New Service Call] {{ object.partner_id.name or 'Walk-in' }} - {{ object.name or 'n/a' }}</field>
+            <field name="email_from">{{ (object.user_id.email_formatted or object.company_id.email_formatted or user.email_formatted) }}</field>
+            <field name="email_to">{{ ','.join(p.email for p in (object.company_id.x_fc_office_notification_ids if 'x_fc_office_notification_ids' in object.company_id._fields else []) if p.email) or (object.company_id.email or '') }}</field>
+            <field name="body_html" type="html">
+<div style="font-family:-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,Arial,sans-serif;max-width:600px;margin:0 auto;">
+    <div style="height:4px;background-color:#d69e2e;"></div>
+    <div style="padding:32px 28px;">
+        <p style="color:#d69e2e;font-size:13px;font-weight:600;letter-spacing:0.5px;text-transform:uppercase;margin:0 0 24px 0;">
+            Internal: New Service Call
+        </p>
+        <h2 style="font-size:22px;font-weight:700;margin:0 0 6px 0;line-height:1.3;">A new repair has been submitted</h2>
+        <p style="opacity:0.65;font-size:15px;line-height:1.5;margin:0 0 24px 0;">
+            Submitted by <strong><t t-out="object.x_fc_intake_user_id.name or object.user_id.name or 'system'"/></strong>
+            via the <strong><t t-out="dict(object._fields['x_fc_intake_source'].selection).get(object.x_fc_intake_source) or 'intake'"/></strong>.
+        </p>
+        <table style="width:100%;border-collapse:collapse;margin:0 0 24px 0;">
+            <tr><td colspan="2" style="padding:10px 14px;font-size:12px;font-weight:600;opacity:0.55;text-transform:uppercase;letter-spacing:0.5px;border-bottom:2px solid rgba(128,128,128,0.25);">Details</td></tr>
+            <tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);width:35%;">Reference</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.name"/></td></tr>
+            <tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);">Client</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.partner_id.name or 'Walk-in / unknown'"/></td></tr>
+            <t t-if="object.partner_id.phone">
+                <tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);">Phone</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.partner_id.phone"/></td></tr>
+            </t>
+            <t t-if="object.product_id">
+                <tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);">Equipment</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="object.product_id.display_name"/></td></tr>
+            </t>
+            <tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);">Urgency</td><td style="padding:10px 14px;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);"><t t-out="dict(object._fields['x_fc_urgency'].selection).get(object.x_fc_urgency) or 'normal'"/></td></tr>
+            <t t-if="object.x_fc_third_party_equipment">
+                <tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);">Third-party</td><td style="padding:10px 14px;color:#d69e2e;font-size:14px;font-weight:600;border-bottom:1px solid rgba(128,128,128,0.15);">Yes - equipment not sold by us</td></tr>
+            </t>
+            <t t-if="object.under_warranty">
+                <tr><td style="padding:10px 14px;opacity:0.6;font-size:14px;border-bottom:1px solid rgba(128,128,128,0.15);">Warranty</td><td style="padding:10px 14px;color:#38a169;font-size:14px;font-weight:600;border-bottom:1px solid rgba(128,128,128,0.15);">Under warranty</td></tr>
+            </t>
+        </table>
+    </div>
+</div>
+            </field>
+            <field name="auto_delete" eval="True"/>
+        </record>
+
+    </data>
+</odoo>

fusion_repairs/data/repair_product_category_data.xml

@@ -0,0 +1,94 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <data noupdate="1">
+        <!-- Medical equipment categories used for repair intake routing and skills matching. -->
+
+        <record id="category_hospital_bed" model="fusion.repair.product.category">
+            <field name="name">Hospital Bed</field>
+            <field name="code">hospital_bed</field>
+            <field name="sequence">10</field>
+            <field name="icon">fa-bed</field>
+            <field name="description">Electric and manual hospital beds, semi-electric beds, low beds.</field>
+        </record>
+
+        <record id="category_wheelchair_manual" model="fusion.repair.product.category">
+            <field name="name">Wheelchair (Manual)</field>
+            <field name="code">wheelchair_manual</field>
+            <field name="sequence">20</field>
+            <field name="icon">fa-wheelchair</field>
+            <field name="description">Standard, transport, and tilt-in-space manual wheelchairs.</field>
+        </record>
+
+        <record id="category_wheelchair_power" model="fusion.repair.product.category">
+            <field name="name">Wheelchair (Power)</field>
+            <field name="code">wheelchair_power</field>
+            <field name="sequence">30</field>
+            <field name="icon">fa-wheelchair</field>
+            <field name="description">Power wheelchairs, scooters, and powered mobility devices.</field>
+            <field name="safety_critical" eval="True"/>
+        </record>
+
+        <record id="category_stairlift" model="fusion.repair.product.category">
+            <field name="name">Stairlift</field>
+            <field name="code">stairlift</field>
+            <field name="sequence">40</field>
+            <field name="icon">fa-arrows-v</field>
+            <field name="description">Straight and curved indoor stairlifts. Annual safety inspection required in many jurisdictions.</field>
+            <field name="safety_critical" eval="True"/>
+            <field name="equipment_class">lift_elevating</field>
+        </record>
+
+        <record id="category_porch_lift" model="fusion.repair.product.category">
+            <field name="name">Porch Lift</field>
+            <field name="code">porch_lift</field>
+            <field name="sequence">50</field>
+            <field name="icon">fa-arrow-up</field>
+            <field name="description">Vertical platform lifts for porches, decks, and accessible building entrances.</field>
+            <field name="safety_critical" eval="True"/>
+            <field name="equipment_class">lift_elevating</field>
+        </record>
+
+        <!-- Bundle 10: Lift Chair is its own category (power recliner / lift chair). -->
+        <record id="category_lift_chair" model="fusion.repair.product.category">
+            <field name="name">Lift Chair</field>
+            <field name="code">lift_chair</field>
+            <field name="sequence">55</field>
+            <field name="icon">fa-chair</field>
+            <field name="description">Powered recliner / lift chairs (Pride, Golden, MedLift). Falls under Lift &amp; Elevating Service per rate card.</field>
+            <field name="equipment_class">lift_elevating</field>
+        </record>
+
+        <record id="category_walker" model="fusion.repair.product.category">
+            <field name="name">Walker</field>
+            <field name="code">walker</field>
+            <field name="sequence">60</field>
+            <field name="icon">fa-male</field>
+            <field name="description">Standard walkers, hemi-walkers, and folding walkers.</field>
+        </record>
+
+        <record id="category_rollator" model="fusion.repair.product.category">
+            <field name="name">Rollator</field>
+            <field name="code">rollator</field>
+            <field name="sequence">70</field>
+            <field name="icon">fa-male</field>
+            <field name="description">Wheeled walkers with seats and brakes.</field>
+        </record>
+
+        <record id="category_mattress" model="fusion.repair.product.category">
+            <field name="name">Medical Mattress</field>
+            <field name="code">mattress</field>
+            <field name="sequence">80</field>
+            <field name="icon">fa-bed</field>
+            <field name="description">Air mattresses, alternating pressure, low air loss, and pressure relief mattresses.</field>
+        </record>
+
+        <record id="category_other" model="fusion.repair.product.category">
+            <field name="name">Other Equipment</field>
+            <field name="code">other</field>
+            <field name="sequence">100</field>
+            <field name="icon">fa-question-circle</field>
+            <field name="description">Any other medical equipment not in the standard categories.</field>
+        </record>
+
+    </data>
+</odoo>

fusion_repairs/data/self_check_data.xml

@@ -0,0 +1,245 @@
+<?xml version="1.0" encoding="utf-8"?>
+<!--
+    Seed deterministic self-check rules per equipment category.
+    These are used by fusion.repair.ai.service when AI is unavailable,
+    when AI returns malformed/unsafe content, or when AI is disabled.
+    noupdate=1 so admins can customise per site without losing changes.
+-->
+<odoo>
+    <data noupdate="1">
+
+        <!-- Hospital Bed -->
+        <record id="self_check_bed_no_power" model="fusion.repair.self.check.rule">
+            <field name="name">Hospital Bed - No Power</field>
+            <field name="category_id" ref="category_hospital_bed"/>
+            <field name="sequence">10</field>
+            <field name="symptom_keywords">won't move,dead,no power,no response</field>
+            <field name="instruction">Check the bed is plugged in and the outlet has power - try plugging a phone charger into the same outlet to confirm.</field>
+            <field name="expected_result">Bed responds when controls are pressed.</field>
+        </record>
+        <record id="self_check_bed_slow" model="fusion.repair.self.check.rule">
+            <field name="name">Hospital Bed - Slow / Sluggish</field>
+            <field name="category_id" ref="category_hospital_bed"/>
+            <field name="sequence">20</field>
+            <field name="symptom_keywords">slow,sluggish</field>
+            <field name="instruction">Unplug the bed for 30 seconds then plug it back in.</field>
+            <field name="expected_result">Movement returns to normal speed.</field>
+        </record>
+        <record id="self_check_bed_remote" model="fusion.repair.self.check.rule">
+            <field name="name">Hospital Bed - Remote Unresponsive</field>
+            <field name="category_id" ref="category_hospital_bed"/>
+            <field name="sequence">30</field>
+            <field name="symptom_keywords">remote,controller</field>
+            <field name="instruction">Replace the remote batteries with fresh AAA batteries.</field>
+            <field name="expected_result">Remote lights up and bed responds.</field>
+        </record>
+        <record id="self_check_bed_alarm" model="fusion.repair.self.check.rule">
+            <field name="name">Hospital Bed - Alarm</field>
+            <field name="category_id" ref="category_hospital_bed"/>
+            <field name="sequence">40</field>
+            <field name="symptom_keywords">beep,alarm,alert</field>
+            <field name="instruction">Check both side rails are fully locked in the raised position.</field>
+            <field name="expected_result">Alarm stops.</field>
+        </record>
+        <record id="self_check_bed_one_section" model="fusion.repair.self.check.rule">
+            <field name="name">Hospital Bed - One Section Won't Move</field>
+            <field name="category_id" ref="category_hospital_bed"/>
+            <field name="sequence">50</field>
+            <field name="symptom_keywords">one section,won't lift,stuck</field>
+            <field name="instruction">Check nothing is caught under the bed or jamming the mechanism (sheets, blankets, cords).</field>
+            <field name="expected_result">Section moves freely.</field>
+        </record>
+
+        <!-- Wheelchair (manual) -->
+        <record id="self_check_wheelchair_brake" model="fusion.repair.self.check.rule">
+            <field name="name">Wheelchair - Brake</field>
+            <field name="category_id" ref="category_wheelchair_manual"/>
+            <field name="sequence">10</field>
+            <field name="symptom_keywords">brake,stop</field>
+            <field name="instruction">Push the brake lever fully to the locked position and listen for a click.</field>
+            <field name="expected_result">Brake holds wheel firmly.</field>
+        </record>
+        <record id="self_check_wheelchair_tire" model="fusion.repair.self.check.rule">
+            <field name="name">Wheelchair - Hard to Push</field>
+            <field name="category_id" ref="category_wheelchair_manual"/>
+            <field name="sequence">20</field>
+            <field name="symptom_keywords">hard to push,drag,slow</field>
+            <field name="instruction">Check both tires for full inflation - firm to thumb pressure.</field>
+            <field name="expected_result">Wheelchair rolls freely.</field>
+        </record>
+        <record id="self_check_wheelchair_wobble" model="fusion.repair.self.check.rule">
+            <field name="name">Wheelchair - Wobbly Wheel</field>
+            <field name="category_id" ref="category_wheelchair_manual"/>
+            <field name="sequence">30</field>
+            <field name="symptom_keywords">wobble,loose wheel</field>
+            <field name="instruction">Try turning the axle nut gently by hand to feel if it is snug.</field>
+            <field name="expected_result">Wheel feels firm with no play.</field>
+        </record>
+        <record id="self_check_wheelchair_footrest" model="fusion.repair.self.check.rule">
+            <field name="name">Wheelchair - Footrest Loose</field>
+            <field name="category_id" ref="category_wheelchair_manual"/>
+            <field name="sequence">40</field>
+            <field name="symptom_keywords">footrest,footplate</field>
+            <field name="instruction">Slide the footrest fully into its housing until you hear a click.</field>
+            <field name="expected_result">Footrest feels secure.</field>
+        </record>
+
+        <!-- Wheelchair (power) -->
+        <record id="self_check_powerchair_battery" model="fusion.repair.self.check.rule">
+            <field name="name">Power Wheelchair - No Power</field>
+            <field name="category_id" ref="category_wheelchair_power"/>
+            <field name="sequence">10</field>
+            <field name="symptom_keywords">won't turn on,dead,no power,battery</field>
+            <field name="instruction">Confirm the battery indicator shows charge and the key switch is in the ON position.</field>
+            <field name="expected_result">Display lights up.</field>
+        </record>
+        <record id="self_check_powerchair_error" model="fusion.repair.self.check.rule">
+            <field name="name">Power Wheelchair - Error Code</field>
+            <field name="category_id" ref="category_wheelchair_power"/>
+            <field name="sequence">20</field>
+            <field name="symptom_keywords">error,flashing,code</field>
+            <field name="instruction">Note the error code shown on the joystick display, then turn off and back on after 30 seconds.</field>
+            <field name="expected_result">Error clears or a specific code is captured.</field>
+        </record>
+        <record id="self_check_powerchair_one_side" model="fusion.repair.self.check.rule">
+            <field name="name">Power Wheelchair - One Side Weaker</field>
+            <field name="category_id" ref="category_wheelchair_power"/>
+            <field name="sequence">30</field>
+            <field name="symptom_keywords">one side weaker,pulls</field>
+            <field name="instruction">Charge the batteries fully overnight before testing again.</field>
+            <field name="expected_result">Both sides equal power after a full charge.</field>
+        </record>
+
+        <!-- Stairlift (safety-critical) -->
+        <record id="self_check_stairlift_seat" model="fusion.repair.self.check.rule">
+            <field name="name">Stairlift - Won't Move</field>
+            <field name="category_id" ref="category_stairlift"/>
+            <field name="sequence">10</field>
+            <field name="symptom_keywords">won't move,stuck</field>
+            <field name="instruction">Check the seat is fully rotated to the forward position and the seatbelt is fastened.</field>
+            <field name="expected_result">Stairlift responds.</field>
+        </record>
+        <record id="self_check_stairlift_track" model="fusion.repair.self.check.rule">
+            <field name="name">Stairlift - Stops Midway</field>
+            <field name="category_id" ref="category_stairlift"/>
+            <field name="sequence">20</field>
+            <field name="symptom_keywords">stops midway,halts</field>
+            <field name="instruction">Check the track for items blocking the sensors - toys, slippers, debris.</field>
+            <field name="expected_result">Stairlift completes its travel.</field>
+        </record>
+        <record id="self_check_stairlift_remote" model="fusion.repair.self.check.rule">
+            <field name="name">Stairlift - Call Station Unresponsive</field>
+            <field name="category_id" ref="category_stairlift"/>
+            <field name="sequence">30</field>
+            <field name="symptom_keywords">remote,call station</field>
+            <field name="instruction">Replace the remote / call-station batteries with fresh batteries.</field>
+            <field name="expected_result">Call station responds.</field>
+        </record>
+        <record id="self_check_stairlift_alarm" model="fusion.repair.self.check.rule">
+            <field name="name">Stairlift - Beeping / Alarm</field>
+            <field name="category_id" ref="category_stairlift"/>
+            <field name="sequence">40</field>
+            <field name="symptom_keywords">beep,alarm</field>
+            <field name="instruction">Confirm the seat swivel lock is engaged in the down position.</field>
+            <field name="expected_result">Beeping stops.</field>
+        </record>
+
+        <!-- Porch Lift (safety-critical) -->
+        <record id="self_check_porch_gate" model="fusion.repair.self.check.rule">
+            <field name="name">Porch Lift - Won't Move</field>
+            <field name="category_id" ref="category_porch_lift"/>
+            <field name="sequence">10</field>
+            <field name="symptom_keywords">won't move,dead</field>
+            <field name="instruction">Check all gate and door safety switches are fully closed.</field>
+            <field name="expected_result">Lift responds.</field>
+        </record>
+        <record id="self_check_porch_controls" model="fusion.repair.self.check.rule">
+            <field name="name">Porch Lift - Sticky Controls</field>
+            <field name="category_id" ref="category_porch_lift"/>
+            <field name="sequence">20</field>
+            <field name="symptom_keywords">sticky,stuck button</field>
+            <field name="instruction">If outdoors, gently wipe the controls with a dry cloth and let dry.</field>
+            <field name="expected_result">Controls respond.</field>
+        </record>
+        <record id="self_check_porch_overshoot" model="fusion.repair.self.check.rule">
+            <field name="name">Porch Lift - Won't Stop at Floor</field>
+            <field name="category_id" ref="category_porch_lift"/>
+            <field name="sequence">30</field>
+            <field name="symptom_keywords">won't stop,overshoot</field>
+            <field name="instruction">Note exactly which floor it stops at - do not attempt repeat use.</field>
+            <field name="expected_result">Information captured for technician.</field>
+            <field name="safety_note">Do not use the lift again until a technician inspects it.</field>
+        </record>
+
+        <!-- Walker / Rollator -->
+        <record id="self_check_walker_wheel" model="fusion.repair.self.check.rule">
+            <field name="name">Walker - Wheel Stuck</field>
+            <field name="category_id" ref="category_walker"/>
+            <field name="sequence">10</field>
+            <field name="symptom_keywords">wheel stick,won't roll</field>
+            <field name="instruction">Check for hair or debris wrapped around the wheel axle.</field>
+            <field name="expected_result">Wheel spins freely.</field>
+        </record>
+        <record id="self_check_walker_wobble" model="fusion.repair.self.check.rule">
+            <field name="name">Walker - Frame Wobbles</field>
+            <field name="category_id" ref="category_walker"/>
+            <field name="sequence">20</field>
+            <field name="symptom_keywords">wobble,loose</field>
+            <field name="instruction">Check all height adjustment pins are fully engaged through both holes.</field>
+            <field name="expected_result">Frame feels solid.</field>
+            <field name="safety_note">Wobbly walkers cause falls - stop using until repaired if movement persists.</field>
+        </record>
+        <record id="self_check_rollator_brake" model="fusion.repair.self.check.rule">
+            <field name="name">Rollator - Brake Won't Lock</field>
+            <field name="category_id" ref="category_rollator"/>
+            <field name="sequence">10</field>
+            <field name="symptom_keywords">brake won't lock,brake loose</field>
+            <field name="instruction">Push the brake lever fully down until you feel a click.</field>
+            <field name="expected_result">Brake holds.</field>
+        </record>
+        <record id="self_check_rollator_seat" model="fusion.repair.self.check.rule">
+            <field name="name">Rollator - Seat Loose</field>
+            <field name="category_id" ref="category_rollator"/>
+            <field name="sequence">20</field>
+            <field name="symptom_keywords">seat loose</field>
+            <field name="instruction">Tighten the seat knobs by hand until firm.</field>
+            <field name="expected_result">Seat feels secure.</field>
+            <field name="safety_note">Do not sit on a loose rollator seat - fall risk.</field>
+        </record>
+
+        <!-- Medical Mattress -->
+        <record id="self_check_mattress_pump" model="fusion.repair.self.check.rule">
+            <field name="name">Mattress - Deflated</field>
+            <field name="category_id" ref="category_mattress"/>
+            <field name="sequence">10</field>
+            <field name="symptom_keywords">deflated,flat,soft</field>
+            <field name="instruction">Confirm the pump is plugged in, powered on, and the hose is firmly attached.</field>
+            <field name="expected_result">Mattress inflates.</field>
+        </record>
+        <record id="self_check_mattress_alarm" model="fusion.repair.self.check.rule">
+            <field name="name">Mattress - Alarm</field>
+            <field name="category_id" ref="category_mattress"/>
+            <field name="sequence">20</field>
+            <field name="symptom_keywords">alarm,beep</field>
+            <field name="instruction">Check the pump display for the error code shown, then restart the pump by unplugging for 30 seconds.</field>
+            <field name="expected_result">Alarm clears.</field>
+        </record>
+        <record id="self_check_mattress_leak" model="fusion.repair.self.check.rule">
+            <field name="name">Mattress - Hissing / Leak</field>
+            <field name="category_id" ref="category_mattress"/>
+            <field name="sequence">30</field>
+            <field name="symptom_keywords">hiss,leak</field>
+            <field name="instruction">Listen at the valve - push the valve cap in firmly to ensure it is sealed.</field>
+            <field name="expected_result">Hissing stops.</field>
+        </record>
+        <record id="self_check_mattress_cold" model="fusion.repair.self.check.rule">
+            <field name="name">Mattress - Not Heating</field>
+            <field name="category_id" ref="category_mattress"/>
+            <field name="sequence">40</field>
+            <field name="symptom_keywords">cold,won't heat</field>
+            <field name="instruction">Confirm the heat dial is set above zero and allow 15 minutes to warm.</field>
+            <field name="expected_result">Mattress feels warm.</field>
+        </record>
+
+    </data>
+</odoo>

fusion_repairs/migrations/19.0.2.1.0/post-migration.py

@@ -0,0 +1,49 @@
+# -*- coding: utf-8 -*-
+"""Post-migration for 19.0.2.1.0 - align rate-card + categories to Westin's
+printed service-rate card.
+
+Sites that installed any earlier Bundle 9 build have:
+  - Old callout.rate rows with $120/$95/0.85 values (B9 placeholder rates)
+  - Stairlift / porch_lift categories with equipment_class='standard'
+
+Both have noupdate=1 in their seed XML so a normal -u upgrade won't fix
+them. This script:
+  1. Wipes the four B9-only rate xml_ids and re-imports the seed
+  2. Updates lift / porch / lift_chair categories to equipment_class='lift_elevating'
+
+After this runs once, future upgrades respect noupdate=1 normally (admin
+tweaks are preserved).
+"""
+
+from odoo.tools.sql import column_exists
+
+
+def migrate(cr, version):
+    if not version:
+        return  # fresh install - seed loads correctly
+
+    cr.execute("""
+        UPDATE fusion_repair_product_category
+           SET equipment_class = 'lift_elevating'
+         WHERE code IN ('stairlift', 'porch_lift', 'lift_chair')
+           AND (equipment_class IS NULL OR equipment_class = 'standard');
+    """)
+
+    # Wipe the four B9 rate rows so the new noupdate=1 seed re-creates them
+    # with the printed values. Only deletes rows that were originally seeded
+    # by this module (xml_id present) - admin-created rate rows stay put.
+    cr.execute("""
+        DELETE FROM fusion_repair_callout_rate
+         WHERE id IN (
+             SELECT res_id FROM ir_model_data
+              WHERE module = 'fusion_repairs'
+                AND model = 'fusion.repair.callout.rate'
+                AND name IN ('callout_rate_regular', 'callout_rate_after_hours',
+                             'callout_rate_weekend', 'callout_rate_holiday')
+         );
+        DELETE FROM ir_model_data
+         WHERE module = 'fusion_repairs'
+           AND model = 'fusion.repair.callout.rate'
+           AND name IN ('callout_rate_regular', 'callout_rate_after_hours',
+                        'callout_rate_weekend', 'callout_rate_holiday');
+    """)

fusion_repairs/models/__init__.py

@@ -0,0 +1,30 @@
+# -*- coding: utf-8 -*-
+# Copyright 2024-2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+from . import repair_product_category
+from . import intake_template
+from . import intake_question
+from . import intake_answer
+from . import service_catalog
+from . import repair_warranty
+from . import maintenance_contract
+from . import repair_self_check_rule
+from . import repair_ai_service
+from . import repair_on_call_service
+from . import repair_inspection
+from . import repair_service_plan
+from . import repair_emergency_charge
+from . import repair_part_order
+from . import repair_callout_rate
+from . import repair_labor_warranty
+from . import repair_delivery_charge
+from . import product_template
+from . import res_partner
+from . import res_users
+from . import res_config_settings
+from . import technician_task
+from . import repair_order
+from . import sale_order
+from . import intake_service
+from . import repair_dashboard

fusion_repairs/models/intake_answer.py

@@ -0,0 +1,88 @@
+# -*- coding: utf-8 -*-
+# Copyright 2024-2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+from odoo import api, fields, models
+
+
+class FusionRepairIntakeAnswer(models.Model):
+    """An answer to a single intake question on a specific repair order.
+
+    Persists raw answer values for audit + reporting + AI / catalogue matching.
+    """
+
+    _name = 'fusion.repair.intake.answer'
+    _description = 'Repair Intake Answer'
+    _order = 'repair_id, sequence, id'
+
+    repair_id = fields.Many2one(
+        'repair.order',
+        string='Repair Order',
+        required=True,
+        ondelete='cascade',
+        index=True,
+    )
+    question_id = fields.Many2one(
+        'fusion.repair.intake.question',
+        string='Question',
+        required=True,
+        ondelete='restrict',
+    )
+    question_name = fields.Char(
+        related='question_id.name',
+        string='Question',
+        store=True,
+    )
+    question_type = fields.Selection(
+        related='question_id.question_type',
+        store=True,
+    )
+    sequence = fields.Integer(
+        related='question_id.sequence',
+        store=True,
+    )
+
+    # Typed value fields - one per supported type, plus a display string.
+    value_char = fields.Char(string='Text Answer')
+    value_text = fields.Text(string='Long Text Answer')
+    value_selection = fields.Char(string='Choice Answer')
+    value_boolean = fields.Boolean(string='Yes/No Answer')
+    value_integer = fields.Integer(string='Number Answer')
+    value_date = fields.Date(string='Date Answer')
+
+    value_display = fields.Char(
+        string='Answer',
+        compute='_compute_value_display',
+        store=True,
+    )
+
+    company_id = fields.Many2one(
+        'res.company',
+        related='repair_id.company_id',
+        store=True,
+        index=True,
+    )
+
+    @api.depends(
+        'question_type',
+        'value_char', 'value_text', 'value_selection',
+        'value_boolean', 'value_integer', 'value_date',
+    )
+    def _compute_value_display(self):
+        for answer in self:
+            if answer.question_type == 'char':
+                answer.value_display = answer.value_char or ''
+            elif answer.question_type == 'text':
+                answer.value_display = (answer.value_text or '')[:200]
+            elif answer.question_type == 'selection':
+                answer.value_display = answer.value_selection or ''
+            elif answer.question_type == 'boolean':
+                answer.value_display = 'Yes' if answer.value_boolean else 'No'
+            elif answer.question_type == 'integer':
+                answer.value_display = str(answer.value_integer or 0)
+            elif answer.question_type == 'date':
+                answer.value_display = (
+                    fields.Date.to_string(answer.value_date) if answer.value_date else ''
+                )
+            else:
+                answer.value_display = ''

fusion_repairs/models/intake_question.py

@@ -0,0 +1,84 @@
+# -*- coding: utf-8 -*-
+# Copyright 2024-2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+from odoo import fields, models
+
+
+QUESTION_TYPES = [
+    ('char', 'Short Text'),
+    ('text', 'Long Text'),
+    ('selection', 'Single Choice'),
+    ('boolean', 'Yes / No'),
+    ('integer', 'Number'),
+    ('date', 'Date'),
+]
+
+
+class FusionRepairIntakeQuestion(models.Model):
+    """A single question on an intake template.
+
+    Supports basic conditional display: a question is only shown when the
+    parent question's answer matches `parent_answer_value`. The wizard and
+    portal forms render based on these rules.
+    """
+
+    _name = 'fusion.repair.intake.question'
+    _description = 'Repair Intake Question'
+    _order = 'sequence, id'
+
+    template_id = fields.Many2one(
+        'fusion.repair.intake.template',
+        string='Template',
+        required=True,
+        ondelete='cascade',
+        index=True,
+    )
+    sequence = fields.Integer(string='Sequence', default=10)
+    name = fields.Char(
+        string='Question',
+        required=True,
+        translate=True,
+        help='Text shown to the user.',
+    )
+    code = fields.Char(
+        string='Code',
+        help='Stable identifier for this question (used by automation rules and reporting).',
+    )
+    help_text = fields.Char(
+        string='Help Text',
+        translate=True,
+        help='Optional shorter hint shown beneath the question (e.g. "e.g. SN-12345").',
+    )
+    question_type = fields.Selection(
+        QUESTION_TYPES,
+        string='Type',
+        required=True,
+        default='char',
+    )
+    required = fields.Boolean(default=False)
+
+    selection_options = fields.Text(
+        string='Choices',
+        help='One option per line, only used when type is "Single Choice".',
+    )
+
+    # Conditional display
+    parent_question_id = fields.Many2one(
+        'fusion.repair.intake.question',
+        string='Show Only If Question',
+        domain="[('template_id', '=', template_id), ('id', '!=', id)]",
+        ondelete='set null',
+        help='Show this question only when the parent question matches the value below.',
+    )
+    parent_answer_value = fields.Char(
+        string='Parent Answer Equals',
+        help='Value the parent answer must equal for this question to be displayed.',
+    )
+
+    # Symptom keyword classification - feeds the service catalogue matcher and AI prompt
+    symptom_keywords = fields.Char(
+        string='Symptom Keywords',
+        help='Comma-separated keywords that, when present in the answer, tag the repair '
+             'for catalogue matching (e.g. "battery,charge").',
+    )

fusion_repairs/models/intake_service.py

@@ -0,0 +1,554 @@
+# -*- coding: utf-8 -*-
+# Copyright 2024-2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+"""Shared intake service.
+
+This AbstractModel is the SINGLE entry point for creating repair orders from
+any intake surface: the backend wizard (Phase 1), the sales rep portal
+(Phase 1+), and the public client self-service portal (Phase 1+).
+
+All three surfaces call `create_repair_orders(payload, source='...')` so that
+business logic - activities, emails, warranty determination, AI summary,
+catalogue match, third-party flag, dispatch task creation - lives in one
+place and the surfaces never drift apart.
+"""
+
+import logging
+from datetime import timedelta
+
+from markupsafe import Markup
+
+from odoo import _, api, fields, models
+from odoo.exceptions import UserError
+
+_logger = logging.getLogger(__name__)
+
+
+class FusionRepairIntakeService(models.AbstractModel):
+    _name = 'fusion.repair.intake.service'
+    _description = 'Repair Intake Service (shared by backend / sales rep / client)'
+
+    # ------------------------------------------------------------------
+    # PUBLIC API
+    # ------------------------------------------------------------------
+    @api.model
+    def create_repair_orders(self, payload, source='backend_wizard'):
+        """Create one repair.order per equipment item in the payload.
+
+        :param payload: dict with keys:
+            - partner_id: int (required) or partner_vals: dict to create new partner
+            - intake_user_id: int (optional, defaults to env.user)
+            - quote_only: bool (optional, C6 - skips dispatch task creation)
+            - equipment_items: list of dicts, each with:
+                - product_id: int (optional)
+                - lot_id: int (optional)
+                - repair_category_id: int (optional)
+                - intake_template_id: int (optional)
+                - third_party: bool (optional)
+                - urgency: str (optional, default 'normal')
+                - issue_summary: str (optional)
+                - internal_notes: str (optional)
+                - photo_attachment_ids: list[int] (optional)
+                - answers: list of dicts with keys
+                    (question_id, value_char|value_text|value_selection|
+                     value_boolean|value_integer|value_date)
+        :param source: str, one of repair_order.INTAKE_SOURCES values.
+        :return: recordset of repair.order records created.
+        """
+        partner_id = self._resolve_partner(payload)
+        if not partner_id:
+            raise UserError(_('A client is required to create a repair request.'))
+
+        intake_user = self.env['res.users'].browse(
+            payload.get('intake_user_id') or self.env.uid
+        )
+        session_ref = (
+            self.env['ir.sequence'].next_by_code('fusion.repair.intake.session')
+            or 'RIS/NEW'
+        )
+
+        equipment = payload.get('equipment_items') or [{}]
+        quote_only = bool(payload.get('quote_only'))
+        rush_requested = bool(payload.get('rush_requested'))
+        rush_tier = payload.get('rush_tier') or False
+        rush_techs_required = int(payload.get('rush_techs_required') or 1)
+        repairs = self.env['repair.order']
+        for item in equipment:
+            repair = self._create_single_repair(
+                partner_id=partner_id,
+                intake_user=intake_user,
+                session_ref=session_ref,
+                source=source,
+                item=item,
+                quote_only=quote_only,
+                rush_requested=rush_requested,
+                rush_tier=rush_tier,
+                rush_techs_required=rush_techs_required,
+            )
+            repairs |= repair
+
+        return repairs
+
+    # ------------------------------------------------------------------
+    # PARTNER RESOLUTION
+    # ------------------------------------------------------------------
+    @api.model
+    def _resolve_partner(self, payload):
+        partner_id = payload.get('partner_id')
+        if partner_id:
+            return partner_id
+        partner_vals = payload.get('partner_vals')
+        if not partner_vals:
+            return False
+        # Sensible defaults for partners created via public portals so mail
+        # templates pick up the right language / company.
+        partner_vals.setdefault('lang', self.env.user.lang or 'en_CA')
+        partner_vals.setdefault('company_id', self.env.company.id)
+        partner = self.env['res.partner'].sudo().create(partner_vals)
+        return partner.id
+
+    # ------------------------------------------------------------------
+    # CORE CREATION
+    # ------------------------------------------------------------------
+    @api.model
+    def _create_single_repair(self, partner_id, intake_user, session_ref,
+                              source, item, quote_only=False,
+                              rush_requested=False, rush_tier=False,
+                              rush_techs_required=1):
+        Repair = self.env['repair.order']
+        product_id = item.get('product_id')
+
+        vals = {
+            'partner_id': partner_id,
+            'user_id': intake_user.id,
+            'x_fc_intake_user_id': intake_user.id,
+            'x_fc_intake_session_id': session_ref,
+            'x_fc_intake_source': source,
+            'x_fc_repair_category_id': item.get('repair_category_id') or False,
+            'x_fc_intake_template_id': item.get('intake_template_id') or False,
+            'x_fc_third_party_equipment': bool(item.get('third_party')),
+            'x_fc_urgency': item.get('urgency') or 'normal',
+            'x_fc_issue_category': item.get('issue_category') or False,
+            'x_fc_is_quote_only': bool(quote_only),
+            'x_fc_rush_requested': bool(rush_requested),
+            'x_fc_rush_tier': rush_tier or False,
+            'x_fc_rush_techs_required': rush_techs_required or 1,
+            'internal_notes': self._wrap_internal_notes(item),
+        }
+        if product_id:
+            vals['product_id'] = product_id
+        if item.get('lot_id'):
+            vals['lot_id'] = item['lot_id']
+        if item.get('schedule_date'):
+            vals['schedule_date'] = item['schedule_date']
+
+        repair = Repair.create(vals)
+
+        # Determine warranty AFTER creation (needs product on record).
+        if not repair.x_fc_third_party_equipment:
+            self._auto_link_original_sale_order(repair)
+            if repair._fc_compute_warranty_status():
+                repair.under_warranty = True
+
+        # Persist intake answers.
+        self._create_answers(repair, item.get('answers') or [])
+
+        # Service catalogue auto-match.
+        self._match_service_catalog(repair, item, quote_only=quote_only)
+
+        # Check our own repair-warranty (30/90 day re-do free).
+        self._check_repair_warranty(repair)
+
+        # Optional AI brief generation - never blocks intake.
+        self._generate_ai_summary(repair, item)
+
+        # Attach photos.
+        photo_ids = item.get('photo_attachment_ids') or []
+        if photo_ids:
+            attachments = self.env['ir.attachment'].sudo().browse(photo_ids).exists()
+            attachments.write({
+                'res_model': 'repair.order',
+                'res_id': repair.id,
+            })
+            repair.write({'x_fc_photo_ids': [(6, 0, attachments.ids)]})
+
+        # Activities.
+        self._schedule_activities(repair)
+
+        # Optional dispatch draft task (urgent / safety).
+        # Skip if the catalogue match already auto-created one.
+        # Skip entirely if intake is quote-only (C6).
+        if (
+            not quote_only
+            and repair.x_fc_urgency in ('urgent', 'safety')
+            and not repair.x_fc_technician_task_ids
+        ):
+            self._create_dispatch_task(repair)
+        elif quote_only:
+            repair.message_post(body=Markup(_(
+                'Created in <b>Quote Only</b> mode - no technician dispatched.'
+            )))
+
+        # CL15: page the on-call manager for safety intakes after hours.
+        if repair.x_fc_urgency == 'safety':
+            try:
+                self.env['fusion.repair.on.call.service'].sudo().page_on_call(repair)
+            except Exception as e:
+                _logger.warning('On-call page failed for %s: %s', repair.name, e)
+
+        # Emails (client + office).
+        self._send_intake_emails(repair)
+
+        # Audit message in chatter.
+        repair.message_post(
+            body=Markup(_(
+                'Service call submitted via <b>%(source)s</b> by %(user)s. '
+                'Session reference: %(ref)s.'
+            )) % {
+                'source': dict(repair._fields['x_fc_intake_source'].selection).get(source) or '',
+                'user': intake_user.name or '',
+                'ref': session_ref or '',
+            },
+        )
+
+        return repair
+
+    @api.model
+    def _wrap_internal_notes(self, item):
+        notes = item.get('internal_notes') or ''
+        summary = item.get('issue_summary') or ''
+        if not (notes or summary):
+            return False
+        parts = []
+        if summary:
+            parts.append('<p><strong>Issue summary:</strong> %s</p>' % summary)
+        if notes:
+            parts.append('<p><strong>Notes:</strong> %s</p>' % notes)
+        return ''.join(parts)
+
+    # ------------------------------------------------------------------
+    # SERVICE CATALOGUE MATCH
+    # ------------------------------------------------------------------
+    @api.model
+    def _match_service_catalog(self, repair, item, quote_only=False):
+        category = repair.x_fc_repair_category_id
+        if not category:
+            return
+        text_hints = [
+            (item.get('issue_summary') or ''),
+            (item.get('issue_category') or ''),
+            (item.get('internal_notes') or ''),
+        ]
+        catalog = self.env['fusion.repair.service.catalog'].sudo().find_best_match(
+            category.id, text_hints,
+        )
+        if not catalog:
+            return
+        repair.write({
+            'x_fc_service_catalog_id': catalog.id,
+            'x_fc_estimated_duration': catalog.estimated_hours,
+            'x_fc_estimated_cost': catalog.estimated_cost,
+        })
+        # Auto-create dispatch task if catalogue says so (in addition to urgency rule).
+        # Quote-only intakes skip this too.
+        if (
+            catalog.auto_schedule
+            and repair.x_fc_technician_task_count == 0
+            and not quote_only
+        ):
+            self._create_dispatch_task(repair)
+
+    # ------------------------------------------------------------------
+    # REPAIR WARRANTY (our 30/90-day re-do free)
+    # ------------------------------------------------------------------
+    @api.model
+    def _check_repair_warranty(self, repair):
+        if not repair.partner_id:
+            return
+        warranty = self.env['fusion.repair.warranty.coverage'].sudo() \
+            .find_active_for(repair.partner_id.id, repair.product_id.id or None,
+                             repair.lot_id.id or None)
+        if not warranty:
+            return
+        repair.message_post(
+            body=Markup(_(
+                'This repair MAY be covered by our active warranty <b>%(ref)s</b> '
+                '(expires %(exp)s). Manager review recommended before invoicing.'
+            )) % {
+                'ref': warranty.name or '',
+                'exp': warranty.expiry_date and str(warranty.expiry_date) or '',
+            },
+            message_type='comment',
+        )
+
+    # ------------------------------------------------------------------
+    # AI SUMMARY (try/fallback per fusion-api-integration rule)
+    # ------------------------------------------------------------------
+    @api.model
+    def _generate_ai_summary(self, repair, item):
+        try:
+            ApiService = self.env.get('fusion.api.service')
+            if not ApiService:
+                return
+            issue = (item.get('issue_summary') or '').strip()
+            if not issue:
+                return
+            category = repair.x_fc_repair_category_id.name or 'medical equipment'
+            urgency = repair.x_fc_urgency or 'normal'
+            messages = [
+                {
+                    'role': 'system',
+                    'content': (
+                        'You are an assistant for a medical equipment repair service. '
+                        'Given an intake note, output ONE short paragraph (under 80 words) '
+                        'briefing the technician about: likely cause, what to bring, and '
+                        'any safety considerations. NEVER provide medical advice. NEVER '
+                        'recommend stopping equipment use. NEVER claim a definitive cause. '
+                        'Plain English, no jargon.'
+                    ),
+                },
+                {
+                    'role': 'user',
+                    'content': (
+                        f'Equipment category: {category}\n'
+                        f'Urgency: {urgency}\n'
+                        f'Issue: {issue}\n'
+                        f'Notes: {(item.get("internal_notes") or "").strip()}'
+                    ),
+                },
+            ]
+            summary = ApiService.call_openai(
+                consumer='fusion_repairs',
+                feature='intake_triage',
+                messages=messages,
+                max_tokens=200,
+            )
+            if summary:
+                repair.x_fc_ai_summary = summary.strip()
+        except Exception as e:
+            _logger.info('AI intake summary skipped: %s', e)
+
+    # ------------------------------------------------------------------
+    # ORIGINAL SO AUTO-LINK
+    # ------------------------------------------------------------------
+    @api.model
+    def _auto_link_original_sale_order(self, repair):
+        if not repair.partner_id or not repair.product_id:
+            return
+        SaleOrder = self.env['sale.order'].sudo()
+        domain = [
+            ('partner_id', '=', repair.partner_id.id),
+            ('state', 'in', ('sale', 'done')),
+            ('order_line.product_id', '=', repair.product_id.id),
+        ]
+        if repair.lot_id:
+            domain.append(('order_line.lot_ids', 'in', repair.lot_id.id))
+        candidate = SaleOrder.search(domain, order='date_order desc', limit=1)
+        if candidate:
+            repair.x_fc_original_sale_order_id = candidate
+
+    # ------------------------------------------------------------------
+    # ANSWERS
+    # ------------------------------------------------------------------
+    @api.model
+    def _create_answers(self, repair, answers):
+        if not answers:
+            return
+        Answer = self.env['fusion.repair.intake.answer']
+        for ans in answers:
+            qid = ans.get('question_id')
+            if not qid:
+                continue
+            Answer.create({
+                'repair_id': repair.id,
+                'question_id': qid,
+                'value_char': ans.get('value_char'),
+                'value_text': ans.get('value_text'),
+                'value_selection': ans.get('value_selection'),
+                'value_boolean': bool(ans.get('value_boolean')),
+                'value_integer': int(ans.get('value_integer') or 0),
+                'value_date': ans.get('value_date') or False,
+            })
+
+    # ------------------------------------------------------------------
+    # ACTIVITIES
+    # ------------------------------------------------------------------
+    @api.model
+    def _schedule_activities(self, repair):
+        """Create the 4 intake activities described in the spec."""
+        try:
+            cs_callback_type = self.env.ref('fusion_repairs.mail_activity_type_cs_callback')
+            tech_dispatch_type = self.env.ref('fusion_repairs.mail_activity_type_tech_dispatch')
+            manager_review_type = self.env.ref('fusion_repairs.mail_activity_type_manager_review')
+        except ValueError:
+            _logger.warning('Repair activity types missing - skipping')
+            return
+
+        # CS callback - always, intake user
+        repair.activity_schedule(
+            activity_type_id=cs_callback_type.id,
+            summary=_('Call client back if any intake info was missing'),
+            user_id=repair.x_fc_intake_user_id.id or self.env.uid,
+        )
+
+        # Tech dispatch - assigned to responsible user, urgency-adjusted deadline
+        deadline_days = {'safety': 0, 'urgent': 1, 'normal': 2}.get(repair.x_fc_urgency, 2)
+        repair.activity_schedule(
+            activity_type_id=tech_dispatch_type.id,
+            summary=_('Assign a technician (urgency: %s)', repair.x_fc_urgency),
+            user_id=repair.user_id.id or self.env.uid,
+            date_deadline=fields.Date.context_today(self) + timedelta(days=deadline_days),
+        )
+
+        # Manager review - only for third-party equipment
+        if repair.x_fc_third_party_equipment:
+            manager_group = self.env.ref(
+                'fusion_repairs.group_fusion_repairs_manager',
+                raise_if_not_found=False,
+            )
+            manager_user = self.env.user
+            if manager_group:
+                # res.groups has no .users field in Odoo 19;
+                # query via res.users.all_group_ids (Odoo 19 renamed groups_id).
+                candidate = self.env['res.users'].sudo().search(
+                    [('all_group_ids', 'in', manager_group.ids), ('active', '=', True)],
+                    limit=1,
+                )
+                if candidate:
+                    manager_user = candidate
+            repair.activity_schedule(
+                activity_type_id=manager_review_type.id,
+                summary=_('Third-party equipment - manager awareness'),
+                user_id=manager_user.id,
+            )
+
+    # ------------------------------------------------------------------
+    # DISPATCH TASK
+    # ------------------------------------------------------------------
+    @api.model
+    def _create_dispatch_task(self, repair):
+        """Create a draft fusion.technician.task for urgent / safety repairs.
+
+        Phase 1 simple approach: no date/technician assigned, dispatcher confirms.
+        """
+        Task = self.env['fusion.technician.task'].sudo()
+        try:
+            vals = {
+                'partner_id': repair.partner_id.id,
+                'task_type': 'repair',
+                'status': 'pending',
+                'scheduled_date': fields.Date.context_today(self),
+                'duration_hours': repair.x_fc_estimated_duration or 1.0,
+                'x_fc_repair_order_id': repair.id,
+                'description': repair.internal_notes or repair.name,
+            }
+            # Bundle 8: allow squeeze / re-dispatch callers to inject a
+            # specific scheduled_date + time_start + time_end via context so
+            # fusion_tasks' conflict validator doesn't reject the create.
+            force_sched = self._context.get('force_schedule') or {}
+            if force_sched:
+                vals.update(force_sched)
+            # technician_id is required AND constrained to x_fc_is_field_staff.
+            # D2: prefer a tech whose x_fc_repair_skills covers this repair's
+            # category. Falls back to ANY active field-staff user if no skilled
+            # tech exists, then to the lowest-id field-staff user as a placeholder.
+            tech_id = self._context.get('force_tech_id') or self._pick_dispatch_technician(repair)
+            if not tech_id:
+                _logger.warning(
+                    'No field-staff user available - skipping auto-dispatch '
+                    'task for repair %s (mark a user as Field Staff under '
+                    'Settings > Users).',
+                    repair.name,
+                )
+                return
+            vals['technician_id'] = tech_id
+            Task.create(vals)
+        except Exception as e:
+            _logger.warning('Failed to auto-create dispatch task for repair %s: %s',
+                            repair.name, e)
+
+    @api.model
+    def _pick_dispatch_technician(self, repair):
+        """D2: pick the best technician for the initial dispatch task.
+
+        Preference order:
+          1. The intake user IF they are field staff AND have the skill
+          2. Any active field-staff user with x_fc_repair_skills covering
+             the repair's product category
+          3. Any active field-staff user (no skills filter)
+
+        Returns the chosen user id, or False if none found.
+        """
+        Users = self.env['res.users'].sudo()
+        category = repair.x_fc_repair_category_id
+
+        # Try intake user first if they qualify.
+        if repair.user_id and repair.user_id.x_fc_is_field_staff:
+            if not category or category in repair.user_id.x_fc_repair_skills:
+                return repair.user_id.id
+
+        # Skills-filtered candidates.
+        if category:
+            skilled = Users.search([
+                ('x_fc_is_field_staff', '=', True),
+                ('active', '=', True),
+                ('x_fc_repair_skills', 'in', [category.id]),
+            ], order='id', limit=1)
+            if skilled:
+                return skilled.id
+
+        # Any active field staff.
+        fallback = Users.search([
+            ('x_fc_is_field_staff', '=', True),
+            ('active', '=', True),
+        ], order='id', limit=1)
+        return fallback.id if fallback else False
+
+    # ------------------------------------------------------------------
+    # EMAILS
+    # ------------------------------------------------------------------
+    @api.model
+    def _send_intake_emails(self, repair):
+        if not self._notifications_enabled():
+            return
+        # Client confirmation
+        if repair.partner_id and repair.partner_id.email:
+            try:
+                self.env.ref('fusion_repairs.email_template_intake_received_client') \
+                    .send_mail(repair.id, force_send=False)
+            except Exception as e:
+                _logger.warning('Failed to send client intake email for %s: %s',
+                                repair.name, e)
+
+        # Office notification
+        office_emails = self._office_emails(repair.company_id)
+        if office_emails:
+            try:
+                tpl = self.env.ref('fusion_repairs.email_template_intake_received_office')
+                tpl.with_context(default_email_to=','.join(office_emails)) \
+                    .send_mail(repair.id, force_send=False, email_values={
+                        'email_to': ','.join(office_emails),
+                    })
+            except Exception as e:
+                _logger.warning('Failed to send office intake email for %s: %s',
+                                repair.name, e)
+
+    @api.model
+    def _notifications_enabled(self):
+        ICP = self.env['ir.config_parameter'].sudo()
+        return ICP.get_param('fusion_repairs.enable_email_notifications', 'True') == 'True'
+
+    @api.model
+    def _office_emails(self, company):
+        # Reuse the office notification recipients defined by fusion_claims.
+        company_sudo = company.sudo()
+        recipients = getattr(company_sudo, 'x_fc_office_notification_ids', False)
+        emails = [p.email for p in (recipients or []) if p.email]
+        if not emails:
+            _logger.info(
+                'No office notification recipients configured on company %s - '
+                'skipping office intake email.',
+                company.name,
+            )
+        return emails

fusion_repairs/models/intake_template.py

@@ -0,0 +1,74 @@
+# -*- coding: utf-8 -*-
+# Copyright 2024-2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+from odoo import api, fields, models
+
+
+class FusionRepairIntakeTemplate(models.Model):
+    """A reusable set of intake questions per medical equipment category.
+
+    Each template contains an ordered list of questions; the intake wizard
+    (and sales-rep / client portals) render these dynamically with
+    conditional show/hide based on prior answers.
+    """
+
+    _name = 'fusion.repair.intake.template'
+    _description = 'Repair Intake Question Template'
+    _order = 'sequence, name'
+
+    name = fields.Char(string='Template Name', required=True, translate=True)
+    code = fields.Char(
+        string='Code',
+        help='Optional stable identifier for referencing this template from code/data.',
+    )
+    sequence = fields.Integer(string='Sequence', default=10)
+    active = fields.Boolean(default=True)
+    is_default = fields.Boolean(
+        string='Default Fallback',
+        help='Used when no template is explicitly configured for the selected category. '
+             'Exactly one template should be flagged as default per company.',
+    )
+    description = fields.Html(string='Description', translate=True)
+
+    product_category_ids = fields.Many2many(
+        'fusion.repair.product.category',
+        'fusion_repair_intake_template_category_rel',
+        'template_id',
+        'category_id',
+        string='Applies to Categories',
+        help='Categories that automatically select this template during intake.',
+    )
+
+    question_ids = fields.One2many(
+        'fusion.repair.intake.question',
+        'template_id',
+        string='Questions',
+        copy=True,
+    )
+    question_count = fields.Integer(
+        compute='_compute_question_count',
+        string='Question Count',
+    )
+
+    company_id = fields.Many2one(
+        'res.company',
+        string='Company',
+        default=lambda self: self.env.company,
+    )
+
+    @api.depends('question_ids')
+    def _compute_question_count(self):
+        for tpl in self:
+            tpl.question_count = len(tpl.question_ids)
+
+    def action_view_questions(self):
+        self.ensure_one()
+        return {
+            'type': 'ir.actions.act_window',
+            'name': self.name,
+            'res_model': 'fusion.repair.intake.question',
+            'view_mode': 'list,form',
+            'domain': [('template_id', '=', self.id)],
+            'context': {'default_template_id': self.id},
+        }

fusion_repairs/models/maintenance_contract.py

@@ -0,0 +1,227 @@
+# -*- coding: utf-8 -*-
+# Copyright 2024-2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+"""Maintenance contracts.
+
+One contract per sold unit (partner + product + lot). When the underlying
+sale order is delivered and the product has x_fc_maintenance_interval_months>0,
+a contract is auto-created. A daily cron walks active contracts and sends
+the client a reminder email at 30, 7, and 1 days before next_due_date with
+a tokenized booking link.
+"""
+
+import secrets
+from datetime import timedelta
+
+from dateutil.relativedelta import relativedelta
+from markupsafe import Markup
+
+from odoo import _, api, fields, models
+
+
+CONTRACT_STATES = [
+    ('draft', 'Draft'),
+    ('active', 'Active'),
+    ('paused', 'Paused'),
+    ('cancelled', 'Cancelled'),
+]
+
+
+class FusionRepairMaintenanceContract(models.Model):
+    _name = 'fusion.repair.maintenance.contract'
+    _inherit = ['mail.thread']
+    _description = 'Repair Maintenance Contract'
+    _order = 'next_due_date, id'
+
+    name = fields.Char(string='Reference', required=True, default='New',
+                       copy=False, readonly=True)
+    partner_id = fields.Many2one(
+        'res.partner',
+        string='Client',
+        required=True,
+        index=True,
+        ondelete='restrict',
+    )
+    product_id = fields.Many2one(
+        'product.product',
+        string='Equipment',
+        required=True,
+        index=True,
+    )
+    lot_id = fields.Many2one('stock.lot', string='Serial Number')
+    original_sale_order_id = fields.Many2one(
+        'sale.order',
+        string='Original Sale Order',
+        index=True,
+    )
+
+    interval_months = fields.Integer(string='Interval (months)', default=12, required=True)
+    last_service_date = fields.Date(string='Last Service')
+    next_due_date = fields.Date(string='Next Due', required=True, index=True)
+    state = fields.Selection(CONTRACT_STATES, default='active', required=True,
+                             tracking=True, index=True)
+
+    booking_token = fields.Char(string='Booking Token', copy=False, index=True)
+    last_reminder_band = fields.Selection(
+        [('30', '30 days'), ('7', '7 days'), ('1', '1 day')],
+        string='Last Reminder Sent',
+        copy=False,
+        help='The most recent reminder band sent for the current cycle.',
+    )
+    booking_repair_id = fields.Many2one(
+        'repair.order',
+        string='Booked Repair',
+        copy=False,
+        help='The repair.order created when the client used the booking link for this cycle.',
+    )
+
+    company_id = fields.Many2one(
+        'res.company', default=lambda self: self.env.company,
+    )
+
+    _booking_token_unique = models.Constraint(
+        'unique(booking_token)',
+        'Booking token must be unique.',
+    )
+
+    @api.model_create_multi
+    def create(self, vals_list):
+        for vals in vals_list:
+            if vals.get('name', 'New') == 'New':
+                vals['name'] = self.env['ir.sequence'].next_by_code(
+                    'fusion.repair.maintenance.contract'
+                ) or 'MC/NEW'
+            if not vals.get('booking_token'):
+                vals['booking_token'] = secrets.token_urlsafe(20)
+        return super().create(vals_list)
+
+    # ------------------------------------------------------------------
+    # ROLL FORWARD
+    # ------------------------------------------------------------------
+    def roll_next_due_date(self):
+        """Advance next_due_date by interval_months and reset cycle state.
+
+        Called from technician_task.write() when a maintenance task moves to
+        'completed' (see technician_task.py).
+        """
+        for c in self:
+            base = c.last_service_date or fields.Date.context_today(c)
+            # relativedelta handles month boundaries correctly (28/29/30/31).
+            c.next_due_date = base + relativedelta(months=c.interval_months or 12)
+            c.last_reminder_band = False
+            c.booking_repair_id = False
+
+    # ------------------------------------------------------------------
+    # REMINDER CRON
+    # ------------------------------------------------------------------
+    @api.model
+    def cron_send_due_reminders(self):
+        """Daily cron - send reminder emails at 30/7/1 days before next_due_date."""
+        ICP = self.env['ir.config_parameter'].sudo()
+        if ICP.get_param('fusion_repairs.enable_email_notifications', 'True') != 'True':
+            return
+        today = fields.Date.context_today(self)
+        bands = [
+            ('30', 30),
+            ('7', 7),
+            ('1', 1),
+        ]
+        tpl = self.env.ref(
+            'fusion_repairs.email_template_maintenance_due_reminder',
+            raise_if_not_found=False,
+        )
+        if not tpl:
+            return
+        for band_label, days in bands:
+            target = today + timedelta(days=days)
+            domain = [
+                ('state', '=', 'active'),
+                ('next_due_date', '=', target),
+                ('partner_id.email', '!=', False),
+            ]
+            # Don't re-send a smaller band if we already sent a larger one
+            # for the same cycle - the band order is 30 -> 7 -> 1.
+            contracts = self.search(domain)
+            for c in contracts:
+                if c.last_reminder_band == band_label:
+                    continue
+                try:
+                    tpl.send_mail(c.id, force_send=False)
+                    c.last_reminder_band = band_label
+                    c.message_post(
+                        body=Markup(_(
+                            'Sent %(band)s-day maintenance reminder to %(email)s.'
+                        )) % {
+                            'band': band_label,
+                            'email': c.partner_id.email or '',
+                        },
+                    )
+                except Exception:
+                    continue
+
+    # ------------------------------------------------------------------
+    # PORTAL BOOKING
+    # ------------------------------------------------------------------
+    def create_repair_from_booking(self, scheduled_date=None):
+        """Spawn a repair.order from the booking link (or any manual booking)."""
+        self.ensure_one()
+        if self.booking_repair_id and self.booking_repair_id.state != 'cancel':
+            return self.booking_repair_id
+        Repair = self.env['repair.order'].sudo()
+        repair = Repair.create({
+            'partner_id': self.partner_id.id,
+            'product_id': self.product_id.id,
+            'lot_id': self.lot_id.id if self.lot_id else False,
+            'schedule_date': scheduled_date or fields.Datetime.now(),
+            'x_fc_intake_source': 'client_portal',
+            'x_fc_urgency': 'normal',
+            'x_fc_repair_category_id':
+                self.product_id.product_tmpl_id.x_fc_repair_category_id.id
+                if self.product_id.product_tmpl_id.x_fc_repair_category_id else False,
+            'x_fc_maintenance_contract_id': self.id,
+            'internal_notes':
+                f'<p>Maintenance visit booked from reminder for contract <b>{self.name}</b>.</p>',
+        })
+        self.booking_repair_id = repair
+        self.message_post(
+            body=Markup(_(
+                'Maintenance visit <b>%(ref)s</b> booked from reminder link.'
+            )) % {'ref': repair.name or ''},
+        )
+        return repair
+
+
+class SaleOrder(models.Model):
+    _inherit = 'sale.order'
+
+    def _spawn_maintenance_contracts(self):
+        """Create maintenance contracts for any delivered SO line whose
+        product has x_fc_maintenance_interval_months > 0."""
+        Contract = self.env['fusion.repair.maintenance.contract'].sudo()
+        today = fields.Date.context_today(self)
+        for so in self:
+            if so.state not in ('sale', 'done'):
+                continue
+            for line in so.order_line:
+                product = line.product_id
+                if not product:
+                    continue
+                interval = product.product_tmpl_id.x_fc_maintenance_interval_months or 0
+                if interval <= 0:
+                    continue
+                existing = Contract.search([
+                    ('partner_id', '=', so.partner_id.id),
+                    ('product_id', '=', product.id),
+                    ('original_sale_order_id', '=', so.id),
+                ], limit=1)
+                if existing:
+                    continue
+                Contract.create({
+                    'partner_id': so.partner_id.id,
+                    'product_id': product.id,
+                    'original_sale_order_id': so.id,
+                    'interval_months': interval,
+                    'next_due_date': today + relativedelta(months=interval),
+                    'state': 'active',
+                })

fusion_repairs/models/product_template.py

@@ -0,0 +1,42 @@
+# -*- coding: utf-8 -*-
+# Copyright 2024-2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+from odoo import fields, models
+
+
+class ProductTemplate(models.Model):
+    _inherit = 'product.template'
+
+    x_fc_repair_category_id = fields.Many2one(
+        'fusion.repair.product.category',
+        string='Repair Category',
+        help='Medical equipment category - drives intake template selection and '
+             'technician skills filter for repairs of this product.',
+    )
+    x_fc_warranty_months = fields.Integer(
+        string='Warranty (Months)',
+        default=12,
+        help='Default warranty period for new units of this product. Used to auto-detect '
+             'warranty status on repair intake (delivery date + warranty months >= today).',
+    )
+    x_fc_maintenance_interval_months = fields.Integer(
+        string='Maintenance Interval (Months)',
+        default=0,
+        help='If > 0, delivering a unit of this product auto-creates a maintenance contract '
+             'with this recurring interval. Phase 3 feature.',
+    )
+    x_fc_intake_template_id = fields.Many2one(
+        'fusion.repair.intake.template',
+        string='Intake Template Override',
+        help='Optional override of the intake template normally chosen from the '
+             'repair category. Leave empty to use category default.',
+    )
+    # Bundle 9: store labor warranty granted at point of sale.
+    x_fc_labor_warranty_years = fields.Integer(
+        string='Store Labor Warranty (years)',
+        default=0,
+        help='Years of store labor warranty granted when this product is sold. '
+             '0 = no warranty. Setting this triggers a fusion.repair.labor.warranty '
+             'record per unit on sale-order confirm.',
+    )

fusion_repairs/models/repair_ai_service.py

@@ -0,0 +1,380 @@
+# -*- coding: utf-8 -*-
+# Copyright 2024-2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+"""Repair AI Service - single guardrailed entry point for client-portal AI.
+
+Per the design spec (Appendix A), this AbstractModel:
+1) Builds a strict system prompt forbidding medical advice, diagnoses,
+   stop-using recommendations, etc.
+2) Calls fusion.api.service.call_openai() if available (try/fallback per
+   fusion-api-integration rule - never installs as a hard dep)
+3) JSON-schema validates the response and runs a forbidden-phrase regex
+4) Always falls back to deterministic fusion.repair.self.check.rule
+   records on any failure - intake must never be blocked by AI
+
+System prompt + JSON schema live in ir.config_parameter so the office can
+refine them without code changes.
+"""
+
+import hashlib
+import json
+import logging
+import re
+
+from odoo import api, fields, models
+
+_logger = logging.getLogger(__name__)
+
+
+# ----- Safety filters -----
+FORBIDDEN_PATTERNS = [
+    re.compile(r'\b(diagnos(e|is|ed|ing))\b', re.I),
+    re.compile(r'\byou have\b', re.I),
+    re.compile(r'\bmedical condition\b', re.I),
+    re.compile(r'\b(stop|should\s+stop)\s+using\b', re.I),
+    re.compile(r'\bconsult\s+(your|a)\s+(doctor|physician|nurse)\b', re.I),
+    re.compile(r'\b(blood\s+pressure|heart\s+rate|pulse|oxygen)\b', re.I),
+    re.compile(r'(\$|CAD|USD)\s?\d+', re.I),  # No price mentions
+]
+
+# Universal hard-escalate: ANY equipment category - fire / smoke / sparks /
+# burning / injury / trapped is always an immediate escalation. Word
+# boundaries prevent "unhurt" matching "hurt" and "fireman" matching "fire".
+UNIVERSAL_ESCALATION_RE = re.compile(
+    r'\b(fire|smoke|burning|spark|injur(y|ed)|hurt|bleeding|trapped)\b',
+    re.I,
+)
+
+# Category-specific safety symptoms - only fire if the category is flagged
+# safety_critical=True on fusion.repair.product.category (stairlifts,
+# porch lifts, power wheelchairs). "won.?t" handles both "won't" and "wont".
+SAFETY_SYMPTOMS_RE = re.compile(
+    r"\b(stuck|motor|brake\s*fail|won.?t\s*stop|overshoot)\b",
+    re.I,
+)
+
+
+DEFAULT_SYSTEM_PROMPT = (
+    "You are a triage assistant for Fusion Repairs, a Canadian medical "
+    "equipment service company. Your ONLY job is to suggest 1-3 safe, "
+    "reversible self-check steps a client can try on their medical equipment "
+    "before scheduling a technician visit.\n\n"
+    "ABSOLUTE RULES:\n"
+    "1. NEVER provide medical advice, diagnoses, or health recommendations.\n"
+    "2. NEVER claim a definitive cause for the problem.\n"
+    "3. NEVER recommend stopping use of medical equipment.\n"
+    "4. NEVER use phrases like 'you have', 'I diagnose', 'you should stop', "
+    "'medical condition', 'consult your doctor'.\n"
+    "5. ONLY suggest steps that are: safe, reversible, require no tools, "
+    "take under 2 minutes, and pose zero risk to the client or equipment.\n"
+    "6. If symptoms involve smoke, sparks, burning smell, motors on "
+    "stairlifts/porch lifts, OR if you are uncertain -> return "
+    "escalate_immediately: true.\n"
+    "7. Maximum 3 steps. Each step <= 1 sentence. Grade-6 reading level. "
+    "No technical jargon.\n"
+    "8. NEVER reference part numbers, prices, or other clients.\n"
+    "9. If client reports injury, equipment fire, or person trapped -> "
+    "escalate_immediately: true with escalation_reason: 'emergency'.\n"
+    "10. You MUST output valid JSON matching the provided schema. No prose, "
+    "no markdown, no commentary."
+)
+
+
+class FusionRepairAIService(models.AbstractModel):
+    _name = 'fusion.repair.ai.service'
+    _description = 'Repair AI Service - guardrailed self-check engine'
+
+    # ------------------------------------------------------------------
+    # PUBLIC API
+    # ------------------------------------------------------------------
+    @api.model
+    def suggest_self_check(self, product_category_id=None, symptoms=None, urgency=None):
+        """Return a list of safe self-check steps for the client portal.
+
+        Returns a dict with shape:
+          {
+            'escalate_immediately': bool,
+            'escalation_reason': str | None,
+            'confidence': 'high' | 'medium' | 'low',
+            'steps': [{'instruction': str, 'expected_result': str,
+                       'safety_note': str | None}, ...],
+            'source': 'ai' | 'fallback' | 'escalated',
+            'disclaimer': str,
+          }
+        """
+        symptoms = [s for s in (symptoms or []) if s]
+        category = (
+            self.env['fusion.repair.product.category'].sudo().browse(product_category_id)
+            if product_category_id else False
+        )
+
+        # Pre-check: hard-escalate for safety-critical category + symptom combos
+        # without consulting AI. This is BEFORE any AI call so even if AI is
+        # down we still escalate the right way.
+        if self._should_hard_escalate(category, symptoms, urgency):
+            return self._escalated_response('safety')
+
+        # Try the AI, fall back to deterministic rules on any failure.
+        ai_result = self._try_ai(category, symptoms)
+        if ai_result:
+            ai_result['source'] = 'ai'
+            ai_result['disclaimer'] = self._disclaimer()
+            return ai_result
+
+        return self._deterministic_fallback(category, symptoms)
+
+    # ------------------------------------------------------------------
+    # HARD ESCALATION
+    # ------------------------------------------------------------------
+    @api.model
+    def _should_hard_escalate(self, category, symptoms, urgency):
+        if urgency == 'safety':
+            return True
+        text = ' '.join(symptoms)
+        # Universal: fire / smoke / spark / burning / injury / trapped escalate
+        # regardless of equipment category. Electrical fire on a hospital bed
+        # is exactly as urgent as on a stairlift.
+        if UNIVERSAL_ESCALATION_RE.search(text):
+            return True
+        # Category-specific: 'stuck', 'motor', 'brake fail', etc. only escalate
+        # on safety-critical categories (stairlifts, porch lifts, power chairs).
+        if category and category.safety_critical and SAFETY_SYMPTOMS_RE.search(text):
+            return True
+        return False
+
+    @api.model
+    def _escalated_response(self, reason):
+        return {
+            'escalate_immediately': True,
+            'escalation_reason': reason,
+            'confidence': 'high',
+            'steps': [],
+            'source': 'escalated',
+            'disclaimer': self._disclaimer(),
+        }
+
+    # ------------------------------------------------------------------
+    # AI CALL (try/fallback)
+    # ------------------------------------------------------------------
+    @api.model
+    def _try_ai(self, category, symptoms):
+        try:
+            ApiService = self.env.get('fusion.api.service')
+            if not ApiService:
+                return None
+            messages = [
+                {'role': 'system', 'content': self._system_prompt()},
+                {'role': 'user', 'content': self._user_prompt(category, symptoms)},
+            ]
+            cache_key = self._cache_key(category, symptoms)
+            cached = self._cache_get(cache_key)
+            if cached:
+                return cached
+
+            raw = ApiService.call_openai(
+                consumer='fusion_repairs',
+                feature='client_self_triage',
+                messages=messages,
+                max_tokens=400,
+            )
+            if not raw:
+                return None
+            parsed = self._safe_parse(raw)
+            if not parsed:
+                self._log_incident('parse_failed', raw)
+                return None
+            self._cache_set(cache_key, parsed)
+            return parsed
+        except Exception as e:
+            _logger.info('AI self-check skipped: %s', e)
+            return None
+
+    @api.model
+    def _system_prompt(self):
+        ICP = self.env['ir.config_parameter'].sudo()
+        return ICP.get_param(
+            'fusion_repairs.ai_self_check_system_prompt',
+            DEFAULT_SYSTEM_PROMPT,
+        )
+
+    @api.model
+    def _user_prompt(self, category, symptoms):
+        cat_name = category.name if category else 'medical equipment'
+        return (
+            f"Equipment category: {cat_name}\n"
+            f"Reported symptoms: {'; '.join(symptoms) if symptoms else '(none provided)'}\n"
+            "Output the JSON object only."
+        )
+
+    # ------------------------------------------------------------------
+    # SAFE PARSE + VALIDATE
+    # ------------------------------------------------------------------
+    @api.model
+    def _safe_parse(self, raw):
+        """Parse the AI response, validate against the JSON schema, and run
+        forbidden-phrase regex filters. Returns None on any failure - caller
+        falls back to deterministic rules."""
+        if not raw:
+            return None
+        text = raw.strip()
+        # Strip code-fence wrapping if AI added it.
+        if text.startswith('```'):
+            text = re.sub(r'^```[a-zA-Z]*\n?', '', text)
+            text = re.sub(r'\n?```$', '', text)
+        try:
+            data = json.loads(text)
+        except (ValueError, TypeError):
+            return None
+        # Schema check (minimal - we don't pull in jsonschema as a dep)
+        if not isinstance(data, dict):
+            return None
+        if not isinstance(data.get('escalate_immediately'), bool):
+            return None
+        confidence = data.get('confidence')
+        if confidence not in ('high', 'medium', 'low'):
+            return None
+        steps = data.get('steps')
+        if not isinstance(steps, list) or len(steps) > 3:
+            return None
+        # Coherence: not-escalated must have at least one step.
+        if not data['escalate_immediately'] and not steps:
+            return None
+        # Per-step validation + forbidden-phrase scan.
+        cleaned_steps = []
+        for step in steps:
+            if not isinstance(step, dict):
+                return None
+            instr = step.get('instruction')
+            expected = step.get('expected_result')
+            if not isinstance(instr, str) or not instr.strip():
+                return None
+            if not isinstance(expected, str) or not expected.strip():
+                return None
+            if len(instr) > 200 or len(expected) > 200:
+                return None
+            if self._contains_forbidden(instr) or self._contains_forbidden(expected):
+                return None
+            note = step.get('safety_note')
+            if note is not None and (not isinstance(note, str) or len(note) > 200):
+                return None
+            if note and self._contains_forbidden(note):
+                return None
+            cleaned_steps.append({
+                'instruction': instr.strip(),
+                'expected_result': expected.strip(),
+                'safety_note': (note or '').strip() or None,
+            })
+        return {
+            'escalate_immediately': data['escalate_immediately'],
+            'escalation_reason': data.get('escalation_reason') or None,
+            'confidence': confidence,
+            'steps': cleaned_steps,
+        }
+
+    @api.model
+    def _contains_forbidden(self, text):
+        if not text:
+            return False
+        return any(p.search(text) for p in FORBIDDEN_PATTERNS)
+
+    # ------------------------------------------------------------------
+    # DETERMINISTIC FALLBACK
+    # ------------------------------------------------------------------
+    @api.model
+    def _normalise(self, text):
+        """Strip punctuation + lowercase so 'wont move' matches 'won't move'
+        and vice versa.
+
+        IMPORTANT: apostrophes are REMOVED (not replaced with space), so
+        "won't" -> "wont" matches user input "wont" (without apostrophe).
+        Other punctuation collapses to a single space.
+        """
+        s = (text or "").lower()
+        # Remove ALL apostrophe variants (straight + curly) so contraction
+        # forms collide with apostrophe-less forms.
+        for apos in ("'", "\u2019", "\u2018", "\u02bc"):
+            s = s.replace(apos, "")
+        # Everything else non-alphanumeric -> single space.
+        return re.sub(r"[^a-z0-9 ]+", " ", s)
+
+    @api.model
+    def _deterministic_fallback(self, category, symptoms):
+        """Look up fusion.repair.self.check.rule records for the category
+        and return the matching steps. Used when AI is unavailable or
+        returns invalid / unsafe content."""
+        Rule = self.env['fusion.repair.self.check.rule'].sudo()
+        steps = []
+        if category:
+            haystack = self._normalise(' '.join(symptoms))
+            rules = Rule.search([
+                ('category_id', '=', category.id),
+                ('active', '=', True),
+            ], order='sequence')
+            for r in rules:
+                kws = [
+                    self._normalise(k)
+                    for k in (r.symptom_keywords or '').split(',')
+                    if k.strip()
+                ]
+                if not kws or any(kw and kw in haystack for kw in kws):
+                    steps.append({
+                        'instruction': r.instruction or '',
+                        'expected_result': r.expected_result or '',
+                        'safety_note': r.safety_note or None,
+                    })
+                if len(steps) >= 3:
+                    break
+        return {
+            'escalate_immediately': len(steps) == 0,
+            'escalation_reason': None if steps else 'no_match',
+            'confidence': 'medium' if steps else 'low',
+            'steps': steps,
+            'source': 'fallback',
+            'disclaimer': self._disclaimer(),
+        }
+
+    # ------------------------------------------------------------------
+    # CACHE (in-memory per worker, 24h)
+    # ------------------------------------------------------------------
+    _CACHE = {}
+    _CACHE_TTL = 24 * 3600
+
+    @api.model
+    def _cache_key(self, category, symptoms):
+        symptom_hash = hashlib.sha256(
+            ('|'.join(sorted(s.lower() for s in symptoms))).encode()
+        ).hexdigest()[:16]
+        return f"{category.code if category else 'none'}:{symptom_hash}"
+
+    @api.model
+    def _cache_get(self, key):
+        import time
+        entry = self._CACHE.get(key)
+        if not entry:
+            return None
+        ts, value = entry
+        if time.time() - ts > self._CACHE_TTL:
+            self._CACHE.pop(key, None)
+            return None
+        return value
+
+    @api.model
+    def _cache_set(self, key, value):
+        import time
+        # Bound cache size to ~512 entries.
+        if len(self._CACHE) > 512:
+            self._CACHE.clear()
+        self._CACHE[key] = (time.time(), value)
+
+    # ------------------------------------------------------------------
+    # MISC
+    # ------------------------------------------------------------------
+    @api.model
+    def _disclaimer(self):
+        return ("This is not medical advice. If you're unsure, schedule a "
+                "technician visit. In an emergency, call 9-1-1.")
+
+    @api.model
+    def _log_incident(self, kind, raw):
+        _logger.warning('AI self-check incident (%s): %s', kind, (raw or '')[:300])

fusion_repairs/models/repair_callout_rate.py

@@ -0,0 +1,178 @@
+# -*- coding: utf-8 -*-
+# Copyright 2024-2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+"""Service callout rate card.
+
+When we dispatch a tech to a client's home (as opposed to in-store work),
+this rate card answers "what do we charge?" for any combination of:
+
+  * tier (regular hours / after-hours / weekend / statutory holiday)
+  * number of technicians dispatched
+  * actual labour hours billable (after the 30 min the callout fee covers)
+  * round-trip travel kilometres beyond the threshold
+
+The Bundle 8 emergency surcharge sits ON TOP of this when CS flags a
+repair as a rush (same-day squeeze, etc.). They are separate concepts:
+  - callout rate  = the BASELINE house-call price
+  - emergency surcharge = added "drop everything" premium
+"""
+
+from odoo import _, api, fields, models
+
+
+class FusionRepairCalloutRate(models.Model):
+    _name = 'fusion.repair.callout.rate'
+    _description = 'Service Callout Rate Card'
+    _order = 'effective_from desc, tier, id'
+
+    name = fields.Char(compute='_compute_name', store=True)
+    tier = fields.Selection(
+        [
+            ('regular', 'Regular Business Hours'),
+            ('rush', 'Rush Service'),
+            ('after_hours', 'After Hours (weekday evening)'),
+            ('weekend', 'Weekend'),
+            ('holiday', 'Statutory Holiday'),
+        ],
+        string='Tier',
+        required=True,
+        default='regular',
+    )
+
+    # Bundle 10: Westin's rate card splits by equipment class. Lift &
+    # Elevating Service ($160 callout / $110 labour) is distinct from
+    # Standard Service ($95 callout / $85 labour). The lookup falls back
+    # from (tier, equipment_class) to (tier, 'standard').
+    equipment_class = fields.Selection(
+        [
+            ('standard', 'Standard Service'),
+            ('lift_elevating', 'Lift & Elevating Service'),
+        ],
+        string='Equipment Class',
+        default='standard',
+        required=True,
+    )
+
+    # ---- Base callout (covers first 30 minutes of labour) ----
+    base_callout_fee = fields.Monetary(
+        string='Base Callout Fee (1 tech)',
+        currency_field='currency_id',
+        required=True,
+        default=0.0,
+        help='Charge for dispatching one technician to the client. INCLUDES '
+             'the first 30 minutes for inspection / check / report. Repair '
+             'labour above the 30 min is charged hourly at hourly_labor_rate.',
+    )
+    second_tech_fee = fields.Monetary(
+        string='Second Technician Fee',
+        currency_field='currency_id',
+        default=0.0,
+        help='Added to the callout when a 2nd technician is dispatched alongside '
+             'the first. Lower than a second base callout because they share '
+             'travel.',
+    )
+    additional_tech_fee = fields.Monetary(
+        string='Each Additional Technician Fee',
+        currency_field='currency_id',
+        default=0.0,
+        help='Applied to the 3rd, 4th... technician on the same callout. '
+             'Defaults to second_tech_fee if left zero.',
+    )
+
+    # ---- Hourly labour (after the included 30 min) ----
+    hourly_labor_rate = fields.Monetary(
+        string='On-Site Hourly Labour Rate (per tech)',
+        currency_field='currency_id',
+        required=True,
+        default=0.0,
+        help='Per-technician hourly rate applied to billable labour above the '
+             '30 min the callout covers. Minimum bill is minimum_labor_hours '
+             'even if the tech finished faster.',
+    )
+    # Bundle 10: separate IN-SHOP hourly rate. When the client brings the unit
+    # to the store (no callout, no travel) we charge a lower hourly rate.
+    in_shop_labor_rate = fields.Monetary(
+        string='In-Shop Hourly Labour Rate',
+        currency_field='currency_id',
+        default=0.0,
+        help='Hourly rate when work is done IN THE STORE (no callout fee, no '
+             'travel). Per Westin rate card: $75 standard / $110 lift.',
+    )
+    minimum_labor_hours = fields.Float(
+        string='Minimum Billable Hours',
+        default=1.0,
+        help='Round-up floor for labour beyond the included 30 min. Set 1.0 '
+             'so a 20-minute fix still bills 1.0 hours. Hours beyond the floor '
+             'are pro-rated in 30-minute increments per the published card.',
+    )
+
+    # ---- Travel ----
+    travel_distance_threshold_km = fields.Float(
+        string='Free Travel Distance (km, one-way)',
+        default=25.0,
+        help='Travel under this distance is free. Beyond it, every additional '
+             'kilometre is charged at travel_per_km_fee, BOTH WAYS (so the bill '
+             'is per-km * (one_way_km - threshold) * 2).',
+    )
+    travel_per_km_fee = fields.Monetary(
+        string='Per-km Fee Over Threshold',
+        currency_field='currency_id',
+        default=0.0,
+        help='Per technician, per kilometre, both ways.',
+    )
+
+    # ---- Bookkeeping ----
+    effective_from = fields.Date(
+        string='Effective From',
+        default=fields.Date.context_today,
+        required=True,
+        help='Rate effective from this date. Newer rates supersede older ones '
+             'for the same (tier, company).',
+    )
+    currency_id = fields.Many2one(
+        'res.currency',
+        default=lambda self: self.env.company.currency_id,
+    )
+    company_id = fields.Many2one(
+        'res.company',
+        default=lambda self: self.env.company,
+    )
+    active = fields.Boolean(default=True)
+    description = fields.Text(
+        help='Optional notes shown to CS / dispatchers - e.g. "applies after 5 PM weekdays".',
+    )
+
+    @api.depends('tier', 'base_callout_fee', 'effective_from')
+    def _compute_name(self):
+        for r in self:
+            tier_label = dict(self._fields['tier'].selection).get(r.tier) or '?'
+            r.name = (
+                f'{tier_label} - ${r.base_callout_fee:.0f} callout'
+                f' (from {r.effective_from})'
+            )
+
+    @api.model
+    def get_for_tier(self, tier, equipment_class='standard', on_date=None):
+        """Return the active rate row for `tier` + `equipment_class` effective
+        on `on_date`. Tries (tier, class) first, falls back to (tier, standard)
+        if no class-specific row is configured. Empty recordset if none at all.
+        """
+        on_date = on_date or fields.Date.context_today(self)
+        Domain = lambda cls: [
+            ('tier', '=', tier),
+            ('equipment_class', '=', cls),
+            ('active', '=', True),
+            ('effective_from', '<=', on_date),
+            ('company_id', 'in', self.env.companies.ids),
+        ]
+        hit = self.sudo().search(
+            Domain(equipment_class or 'standard'),
+            order='effective_from desc', limit=1,
+        )
+        if not hit and equipment_class and equipment_class != 'standard':
+            hit = self.sudo().search(
+                Domain('standard'),
+                order='effective_from desc', limit=1,
+            )
+        return hit

fusion_repairs/models/repair_dashboard.py

@@ -0,0 +1,189 @@
+# -*- coding: utf-8 -*-
+# Copyright 2024-2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+"""Repair dashboard data provider.
+
+Feeds the OWL client action `fusion_repairs.dashboard` with KPI counts,
+recent activity, and upcoming maintenance. Lives as an AbstractModel
+because it stores nothing - all values are computed on demand.
+"""
+
+from datetime import datetime, timedelta
+
+from odoo import api, fields, models
+
+
+class FusionRepairDashboard(models.AbstractModel):
+    _name = 'fusion.repair.dashboard'
+    _description = 'Repair Dashboard Data Provider'
+
+    @api.model
+    def get_dashboard_data(self):
+        """Return everything the dashboard needs in a single call."""
+        Repair = self.env['repair.order']
+        Contract = self.env['fusion.repair.maintenance.contract']
+        today = fields.Date.context_today(self)
+        month_start = today.replace(day=1)
+        thirty_days = today + timedelta(days=30)
+
+        # ---------------- KPI counters ----------------
+        open_domain = [('state', 'not in', ('done', 'cancel'))]
+        urgent_domain = open_domain + [('x_fc_urgency', 'in', ('urgent', 'safety'))]
+        new_this_month_domain = [('create_date', '>=', month_start)]
+        no_task_domain = open_domain + [
+            ('x_fc_technician_task_ids', '=', False),
+        ]
+        requote_domain = open_domain + [('x_fc_requires_requote', '=', True)]
+
+        stats = {
+            'open_count': Repair.search_count(open_domain),
+            'urgent_count': Repair.search_count(urgent_domain),
+            'new_this_month': Repair.search_count(new_this_month_domain),
+            'awaiting_dispatch': Repair.search_count(no_task_domain),
+            'requires_requote': Repair.search_count(requote_domain),
+            'maintenance_due_30d': Contract.search_count([
+                ('state', '=', 'active'),
+                ('next_due_date', '<=', thirty_days),
+            ]),
+            'maintenance_active_total': Contract.search_count([
+                ('state', '=', 'active'),
+            ]),
+        }
+
+        # ---------------- Source breakdown for the doughnut ----------------
+        source_rows = Repair._read_group(
+            open_domain,
+            ['x_fc_intake_source'],
+            ['__count'],
+        )
+        source_breakdown = []
+        source_labels = dict(Repair._fields['x_fc_intake_source'].selection)
+        for src, count in source_rows:
+            source_breakdown.append({
+                'key': src or 'manual',
+                'label': source_labels.get(src or 'manual', src or 'Other'),
+                'count': count,
+            })
+
+        # ---------------- Urgency breakdown ----------------
+        urgency_rows = Repair._read_group(
+            open_domain,
+            ['x_fc_urgency'],
+            ['__count'],
+        )
+        urgency_labels = dict(Repair._fields['x_fc_urgency'].selection)
+        urgency_breakdown = [{
+            'key': u or 'normal',
+            'label': urgency_labels.get(u or 'normal', 'Normal'),
+            'count': c,
+        } for u, c in urgency_rows]
+
+        # ---------------- Recent service calls (last 5) ----------------
+        recent = []
+        for r in Repair.search([], order='create_date desc', limit=5):
+            recent.append({
+                'id': r.id,
+                'name': r.name,
+                'partner_name': r.partner_id.name or '',
+                'category': r.x_fc_repair_category_id.name or '',
+                'urgency': r.x_fc_urgency,
+                'state': r.state,
+                'state_label': dict(Repair._fields['state'].selection).get(r.state, r.state),
+                'create_date': fields.Datetime.to_string(r.create_date),
+                'source': r.x_fc_intake_source or '',
+                'source_label': source_labels.get(r.x_fc_intake_source, ''),
+            })
+
+        # ---------------- Upcoming maintenance (next 5 due) ----------------
+        upcoming = []
+        for c in Contract.search(
+            [('state', '=', 'active'), ('next_due_date', '!=', False)],
+            order='next_due_date asc', limit=5,
+        ):
+            upcoming.append({
+                'id': c.id,
+                'name': c.name,
+                'partner_name': c.partner_id.name or '',
+                'product_name': c.product_id.display_name or '',
+                'next_due_date': fields.Date.to_string(c.next_due_date),
+                'days_until': (c.next_due_date - today).days if c.next_due_date else 0,
+                'reminder_band': c.last_reminder_band or '',
+            })
+
+        # ---------------- Portal URLs (resolved server-side) ----------------
+        ICP = self.env['ir.config_parameter'].sudo()
+        base_url = ICP.get_param('web.base.url', '').rstrip('/')
+        portals = {
+            'client_portal_url': base_url + (ICP.get_param(
+                'fusion_repairs.client_portal_url', '/repair'
+            ) or '/repair'),
+            'sales_rep_portal_url': base_url + '/my/repair/new',
+        }
+
+        # ---------------- M7: failure-rate analytics ----------------
+        # Top products by repair count in the last 90 days (excludes draft).
+        ninety = datetime.now() - timedelta(days=90)
+        failure_rows = Repair._read_group(
+            [
+                ('create_date', '>=', ninety),
+                ('product_id', '!=', False),
+                ('state', '!=', 'cancel'),
+            ],
+            ['product_id'],
+            ['__count'],
+            order='__count desc',
+            limit=8,
+        )
+        failures_by_product = [{
+            'product_id': p.id,
+            'product_name': p.display_name,
+            'repair_count': c,
+        } for p, c in failure_rows]
+
+        # Top symptom categories (issue_category) in the last 90 days.
+        symptom_rows = Repair._read_group(
+            [
+                ('create_date', '>=', ninety),
+                ('x_fc_issue_category', '!=', False),
+                ('state', '!=', 'cancel'),
+            ],
+            ['x_fc_issue_category'],
+            ['__count'],
+            order='__count desc',
+            limit=8,
+        )
+        failures_by_symptom = [{
+            'symptom': s or 'Other',
+            'repair_count': c,
+        } for s, c in symptom_rows]
+
+        # M9: margin summary (open + done in the last 90 days).
+        margin_rows = self.env['repair.order'].search([
+            ('create_date', '>=', ninety),
+            ('state', '!=', 'cancel'),
+        ])
+        total_revenue = sum(margin_rows.mapped('x_fc_revenue'))
+        total_labour = sum(margin_rows.mapped('x_fc_labour_cost'))
+        total_parts = sum(margin_rows.mapped('x_fc_parts_cost'))
+        total_margin = total_revenue - total_labour - total_parts
+        margin_summary = {
+            'revenue': total_revenue,
+            'labour_cost': total_labour,
+            'parts_cost': total_parts,
+            'margin': total_margin,
+            'margin_pct': (total_margin / total_revenue * 100) if total_revenue else 0.0,
+            'sample_size': len(margin_rows),
+        }
+
+        return {
+            'stats': stats,
+            'urgency_breakdown': urgency_breakdown,
+            'source_breakdown': source_breakdown,
+            'recent': recent,
+            'upcoming': upcoming,
+            'portals': portals,
+            'failures_by_product': failures_by_product,
+            'failures_by_symptom': failures_by_symptom,
+            'margin_summary': margin_summary,
+        }

fusion_repairs/models/repair_delivery_charge.py

@@ -0,0 +1,88 @@
+# -*- coding: utf-8 -*-
+# Copyright 2024-2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+"""Delivery / pickup rate card (separate from repair callouts).
+
+Per Westin's published rate card the DELIVERY / PICKUP CHARGES section is
+a distinct service from repair callouts. These are charged when we move
+equipment (drop-off of a sold unit, post-repair return delivery, removal
+of old equipment, etc.).
+"""
+
+from odoo import api, fields, models
+
+
+class FusionRepairDeliveryCharge(models.Model):
+    _name = 'fusion.repair.delivery.charge'
+    _description = 'Delivery / Pickup Rate Card'
+    _order = 'sequence, charge_type, id'
+
+    name = fields.Char(compute='_compute_name', store=True)
+    sequence = fields.Integer(default=10)
+    charge_type = fields.Selection(
+        [
+            ('local', 'Local Service Area'),
+            ('outside', 'Outside Local Area'),
+            ('rush', 'Rush Pickup / Delivery'),
+            ('lift_chair_install', 'Lift Chair Delivery and Set-Up'),
+            ('hospital_bed_install', 'Hospital Bed Delivery and Set-Up'),
+            ('stairlift_install', 'Stairlift Delivery and Set-Up'),
+            ('stairlift_removal', 'Stairlift Removal'),
+            ('other', 'Other'),
+        ],
+        string='Charge Type',
+        required=True,
+    )
+    amount = fields.Monetary(
+        string='Amount',
+        currency_field='currency_id',
+        required=True,
+    )
+    travel_per_km_fee = fields.Monetary(
+        string='Per-km Fee (Rush, 2-way)',
+        currency_field='currency_id',
+        default=0.0,
+        help='Only applies to rush pickups/deliveries. Per the published card: '
+             '$60 plus $0.70 per km x 2-way.',
+    )
+    travel_distance_threshold_km = fields.Float(
+        string='Free Travel Distance (km, 2-way)',
+        default=0.0,
+        help='Only applies to rush. Above this km, every additional km is '
+             'charged travel_per_km_fee BOTH WAYS.',
+    )
+    description = fields.Text(translate=True)
+    currency_id = fields.Many2one(
+        'res.currency',
+        default=lambda self: self.env.company.currency_id,
+    )
+    company_id = fields.Many2one(
+        'res.company', default=lambda self: self.env.company,
+    )
+    active = fields.Boolean(default=True)
+
+    @api.depends('charge_type', 'amount')
+    def _compute_name(self):
+        for r in self:
+            label = dict(self._fields['charge_type'].selection).get(r.charge_type) or '?'
+            r.name = f'{label} - ${r.amount:.0f}'
+
+    @api.model
+    def get_charge(self, charge_type):
+        """Return the active rate row for `charge_type`, empty recordset if none."""
+        return self.sudo().search([
+            ('charge_type', '=', charge_type),
+            ('active', '=', True),
+            ('company_id', 'in', self.env.companies.ids),
+        ], limit=1)
+
+    @api.model
+    def quote_rush(self, distance_km):
+        """Convenience: returns the total for a Rush Pickup / Delivery at
+        `distance_km` one-way. Returns 0.0 if no rush row configured."""
+        rush = self.get_charge('rush')
+        if not rush:
+            return 0.0
+        over = max(distance_km - rush.travel_distance_threshold_km, 0.0)
+        return rush.amount + (over * 2.0 * rush.travel_per_km_fee)

fusion_repairs/models/repair_emergency_charge.py

@@ -0,0 +1,107 @@
+# -*- coding: utf-8 -*-
+# Copyright 2024-2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+"""Emergency / rush service rate card.
+
+The pissed-off-grumpy-client scenario: stairlift dead at 5 PM Friday, needs
+service yesterday. Office bumps them into today's route OR books them
+priority for tomorrow OR (if after-hours / weekend) charges an emergency
+surcharge. Sometimes more than one technician is needed (e.g. lifting an
+adjustable bed back onto its frame) - per_tech_multiplier handles that.
+
+Pricing logic on repair.order:
+
+    surcharge = base_amount + base_amount * per_tech_multiplier *
+                (techs_required - 1)
+
+Example: same-day stairlift, 1 tech, base $250, multiplier 0.5
+    -> $250 surcharge
+Example: same-day stairlift, 2 techs (one to hold, one to wrench)
+    -> $250 + $250 * 0.5 * 1 = $375 surcharge
+"""
+
+from odoo import _, api, fields, models
+
+
+class FusionRepairEmergencyCharge(models.Model):
+    _name = 'fusion.repair.emergency.charge'
+    _description = 'Rush / Emergency Service Surcharge Rate'
+    _order = 'category_id, tier'
+
+    name = fields.Char(
+        compute='_compute_name',
+        store=True,
+    )
+    category_id = fields.Many2one(
+        'fusion.repair.product.category',
+        string='Equipment Category',
+        required=True,
+        ondelete='cascade',
+        index=True,
+    )
+    tier = fields.Selection(
+        [
+            ('same_day', 'Same Day (during business hours)'),
+            ('next_day', 'Next Day Priority'),
+            ('after_hours', 'After Hours (5pm-9pm weekday)'),
+            ('weekend', 'Weekend'),
+            ('holiday', 'Statutory Holiday'),
+        ],
+        string='Tier',
+        required=True,
+    )
+    base_amount = fields.Monetary(
+        string='Base Surcharge',
+        currency_field='currency_id',
+        required=True,
+        default=0.0,
+        help='Surcharge for ONE technician on top of the normal labour / parts cost.',
+    )
+    per_tech_multiplier = fields.Float(
+        string='Additional Tech Multiplier',
+        default=0.5,
+        help='Each additional technician adds base_amount * this multiplier '
+             'to the surcharge. Default 0.5 means tech #2 costs half the base.',
+    )
+    currency_id = fields.Many2one(
+        'res.currency',
+        default=lambda self: self.env.company.currency_id,
+    )
+    company_id = fields.Many2one(
+        'res.company',
+        default=lambda self: self.env.company,
+    )
+    active = fields.Boolean(default=True)
+    description = fields.Text(
+        help='Internal note - shown to CS when they pick this tier in the wizard.',
+    )
+
+    _cat_tier_unique = models.Constraint(
+        'unique(category_id, tier, company_id)',
+        'Only one emergency-charge row per (category, tier, company).',
+    )
+
+    @api.depends('category_id', 'tier', 'base_amount')
+    def _compute_name(self):
+        for r in self:
+            tier_label = dict(self._fields['tier'].selection).get(r.tier) or '?'
+            cat = r.category_id.name or '?'
+            r.name = f'{cat} - {tier_label} (${r.base_amount:.0f})'
+
+    @api.model
+    def calculate(self, category, tier, techs_required=1):
+        """Return the surcharge for the given category + tier + tech count,
+        or 0.0 if no rate is configured."""
+        if not category or not tier or techs_required < 1:
+            return 0.0
+        rate = self.sudo().search([
+            ('category_id', '=', category.id),
+            ('tier', '=', tier),
+            ('active', '=', True),
+            ('company_id', 'in', self.env.companies.ids),
+        ], limit=1)
+        if not rate:
+            return 0.0
+        extra = max(techs_required - 1, 0)
+        return rate.base_amount + (rate.base_amount * rate.per_tech_multiplier * extra)

fusion_repairs/models/repair_inspection.py

@@ -0,0 +1,229 @@
+# -*- coding: utf-8 -*-
+# Copyright 2024-2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+"""Compliance inspection certificates (M1).
+
+Per the design spec section "Phase 4 - Compliance, claims, analytics":
+  Stairlifts / porch lifts need an annual safety inspection certificate
+  (jurisdictional requirement in many places). This model tracks issued
+  certificates, their expiry dates, and a daily cron warns the office +
+  client when one is approaching the 30-day expiry mark.
+
+A certificate is issued AFTER a successful inspection technician visit -
+the visit-report wizard's "Issue Compliance Certificate" button creates
+the record and renders a PDF.
+
+Phase 1 jurisdiction support: a single 'Ontario' jurisdiction text field
+on the certificate; future phases add per-jurisdiction PDF templates.
+"""
+
+from datetime import timedelta
+
+from dateutil.relativedelta import relativedelta
+
+from odoo import _, api, fields, models
+
+
+class FusionRepairInspectionCertificate(models.Model):
+    _name = 'fusion.repair.inspection.certificate'
+    _inherit = ['mail.thread']
+    _description = 'Repair Inspection Certificate'
+    _order = 'issued_date desc, id desc'
+
+    name = fields.Char(
+        string='Certificate Number',
+        required=True,
+        default='New',
+        copy=False,
+        readonly=True,
+        tracking=True,
+    )
+    partner_id = fields.Many2one(
+        'res.partner',
+        string='Client',
+        required=True,
+        tracking=True,
+        index=True,
+    )
+    product_id = fields.Many2one(
+        'product.product',
+        string='Equipment',
+        required=True,
+        domain="[('x_fc_repair_category_id.safety_critical', '=', True)]",
+        tracking=True,
+    )
+    lot_id = fields.Many2one(
+        'stock.lot',
+        string='Serial Number',
+        tracking=True,
+    )
+    repair_order_id = fields.Many2one(
+        'repair.order',
+        string='Inspection Repair',
+        help='The repair / technician task during which this inspection was done.',
+        ondelete='set null',
+    )
+    inspector_user_id = fields.Many2one(
+        'res.users',
+        string='Inspector',
+        required=True,
+        default=lambda self: self.env.user,
+        tracking=True,
+        domain="[('x_fc_is_field_staff', '=', True)]",
+    )
+
+    jurisdiction = fields.Selection(
+        [
+            ('on', 'Ontario'),
+            ('bc', 'British Columbia'),
+            ('ab', 'Alberta'),
+            ('qc', 'Quebec'),
+            ('other', 'Other'),
+        ],
+        string='Jurisdiction',
+        default='on',
+        tracking=True,
+    )
+
+    issued_date = fields.Date(
+        string='Issued',
+        required=True,
+        default=fields.Date.context_today,
+        tracking=True,
+    )
+    valid_for_months = fields.Integer(
+        string='Valid For (Months)',
+        default=12,
+        required=True,
+    )
+    expiry_date = fields.Date(
+        string='Expires',
+        compute='_compute_expiry_date',
+        store=True,
+        tracking=True,
+    )
+
+    # Status compute (non-stored - time-dependent, per Bundle 1 C4 fix pattern).
+    status = fields.Selection(
+        [
+            ('valid', 'Valid'),
+            ('expiring', 'Expiring Soon'),
+            ('expired', 'Expired'),
+            ('revoked', 'Revoked'),
+        ],
+        string='Status',
+        compute='_compute_status',
+    )
+    revoked = fields.Boolean(
+        string='Revoked',
+        copy=False,
+        tracking=True,
+    )
+
+    notes = fields.Html(string='Inspector Notes')
+    company_id = fields.Many2one(
+        'res.company',
+        string='Company',
+        default=lambda self: self.env.company,
+    )
+
+    # Reminder tracking (X2-style band markers so the cron doesn't spam).
+    last_reminder_band = fields.Selection(
+        [('30', '30 days'), ('7', '7 days')],
+        string='Last Reminder',
+        copy=False,
+    )
+
+    _certificate_number_unique = models.Constraint(
+        'unique(name)',
+        'Inspection certificate numbers must be unique.',
+    )
+
+    # ------------------------------------------------------------------
+    # CREATE
+    # ------------------------------------------------------------------
+    @api.model_create_multi
+    def create(self, vals_list):
+        for vals in vals_list:
+            if vals.get('name', 'New') == 'New':
+                vals['name'] = self.env['ir.sequence'].next_by_code(
+                    'fusion.repair.inspection.certificate'
+                ) or 'CERT/NEW'
+        return super().create(vals_list)
+
+    # ------------------------------------------------------------------
+    # COMPUTES
+    # ------------------------------------------------------------------
+    @api.depends('issued_date', 'valid_for_months')
+    def _compute_expiry_date(self):
+        for c in self:
+            if c.issued_date and c.valid_for_months:
+                c.expiry_date = c.issued_date + relativedelta(months=c.valid_for_months)
+            else:
+                c.expiry_date = False
+
+    def _compute_status(self):
+        today = fields.Date.context_today(self)
+        for c in self:
+            if c.revoked:
+                c.status = 'revoked'
+            elif not c.expiry_date:
+                c.status = 'valid'
+            elif c.expiry_date < today:
+                c.status = 'expired'
+            elif c.expiry_date <= today + timedelta(days=30):
+                c.status = 'expiring'
+            else:
+                c.status = 'valid'
+
+    # ------------------------------------------------------------------
+    # ACTIONS
+    # ------------------------------------------------------------------
+    def action_revoke(self):
+        for c in self:
+            c.revoked = True
+            c.message_post(body=_('Certificate revoked.'))
+
+    def action_print(self):
+        self.ensure_one()
+        return self.env.ref(
+            'fusion_repairs.action_report_inspection_certificate'
+        ).report_action(self)
+
+    # ------------------------------------------------------------------
+    # CRON: warn the client 30 + 7 days before expiry
+    # ------------------------------------------------------------------
+    @api.model
+    def cron_send_expiry_reminders(self):
+        """Daily cron. Sends a reminder at the 30-day band, then again at
+        the 7-day band, so the client books their re-inspection visit
+        before the certificate lapses."""
+        Service = self.env.get('fusion.repair.intake.service')
+        if Service and not Service._notifications_enabled():
+            return
+        today = fields.Date.context_today(self)
+        tpl = self.env.ref(
+            'fusion_repairs.email_template_inspection_expiry_reminder',
+            raise_if_not_found=False,
+        )
+        if not tpl:
+            return
+        for band_label, days in (('30', 30), ('7', 7)):
+            target = today + timedelta(days=days)
+            certs = self.search([
+                ('revoked', '=', False),
+                ('expiry_date', '=', target),
+                ('partner_id.email', '!=', False),
+                '|', ('last_reminder_band', '=', False),
+                     ('last_reminder_band', '!=', band_label),
+            ])
+            for c in certs:
+                # Skip if a smaller band already sent (30 -> 7 progression).
+                if c.last_reminder_band and int(c.last_reminder_band) <= days:
+                    continue
+                try:
+                    tpl.send_mail(c.id, force_send=False)
+                    c.last_reminder_band = band_label
+                except Exception:
+                    continue

fusion_repairs/models/repair_labor_warranty.py

@@ -0,0 +1,231 @@
+# -*- coding: utf-8 -*-
+# Copyright 2024-2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+"""Store labor warranty.
+
+Distinct from the manufacturer warranty. This is what we extend at point
+of sale: "5-year labor warranty - bring it to the store, we fix the labour
+for free". Carve-outs (user negligence, gross negligence, misuse, etc.)
+are tracked explicitly so the visit-report wizard can VOID the warranty
+in real time when the tech encounters one.
+
+Important boundary - WHAT THE WARRANTY COVERS:
+  - In-store labour: FREE
+  - Home callout (tech dispatched): callout fee STILL applies (it includes
+    inspection / report); the hourly labour beyond 30 min is free
+  - Parts: NEVER free unless covered by separate manufacturer warranty
+  - Travel: ALWAYS charged when over the distance threshold
+"""
+
+from dateutil.relativedelta import relativedelta
+
+from markupsafe import Markup
+
+from odoo import _, api, fields, models
+from odoo.exceptions import UserError
+
+
+VOID_REASONS = [
+    ('user_negligence', 'User Negligence'),
+    ('gross_negligence', 'Gross Negligence'),
+    ('misuse', 'Misuse'),
+    ('over_recommended_use', 'Over-Recommended Use'),
+    ('accidental_damage', 'Accidental Damage'),
+    ('not_covered_part', 'Part Not Covered'),
+    ('other', 'Other (see notes)'),
+]
+
+
+class FusionRepairLaborWarranty(models.Model):
+    _name = 'fusion.repair.labor.warranty'
+    _inherit = ['mail.thread']
+    _description = 'Store Labor Warranty'
+    _order = 'end_date desc, id desc'
+
+    name = fields.Char(
+        string='Reference',
+        default='New',
+        copy=False,
+        readonly=True,
+        tracking=True,
+    )
+    partner_id = fields.Many2one(
+        'res.partner',
+        string='Client',
+        required=True,
+        tracking=True,
+        index=True,
+    )
+    product_id = fields.Many2one(
+        'product.product',
+        string='Equipment',
+        required=True,
+        tracking=True,
+    )
+    lot_id = fields.Many2one(
+        'stock.lot',
+        string='Serial',
+        tracking=True,
+    )
+    sale_order_id = fields.Many2one(
+        'sale.order',
+        string='Sold On',
+        ondelete='set null',
+        tracking=True,
+    )
+
+    warranty_years = fields.Integer(
+        string='Years',
+        default=5,
+        required=True,
+        tracking=True,
+    )
+    start_date = fields.Date(
+        string='Start',
+        default=fields.Date.context_today,
+        required=True,
+        tracking=True,
+    )
+    end_date = fields.Date(
+        string='Ends',
+        compute='_compute_end_date',
+        store=True,
+        tracking=True,
+    )
+
+    state = fields.Selection(
+        [
+            ('active', 'Active'),
+            ('expired', 'Expired'),
+            ('void', 'Void'),
+            ('consumed', 'Consumed'),
+        ],
+        string='Status',
+        default='active',
+        tracking=True,
+        compute='_compute_state',
+        store=True,
+    )
+
+    # When voided
+    void_reason = fields.Selection(
+        VOID_REASONS,
+        string='Void Reason',
+        tracking=True,
+    )
+    void_notes = fields.Text(string='Void Notes')
+    voided_at = fields.Datetime(string='Voided At', copy=False)
+    voided_by_id = fields.Many2one('res.users', string='Voided By', copy=False)
+
+    company_id = fields.Many2one(
+        'res.company',
+        default=lambda self: self.env.company,
+    )
+
+    _name_unique = models.Constraint(
+        'unique(name)',
+        'Labor-warranty references must be unique.',
+    )
+
+    # ------------------------------------------------------------------
+    # CRUD
+    # ------------------------------------------------------------------
+    @api.model_create_multi
+    def create(self, vals_list):
+        for vals in vals_list:
+            if vals.get('name', 'New') == 'New':
+                vals['name'] = self.env['ir.sequence'].next_by_code(
+                    'fusion.repair.labor.warranty'
+                ) or 'LW/NEW'
+        return super().create(vals_list)
+
+    # ------------------------------------------------------------------
+    # COMPUTES
+    # ------------------------------------------------------------------
+    @api.depends('start_date', 'warranty_years')
+    def _compute_end_date(self):
+        for r in self:
+            if r.start_date and r.warranty_years:
+                r.end_date = r.start_date + relativedelta(years=r.warranty_years)
+            else:
+                r.end_date = False
+
+    @api.depends('void_reason', 'end_date')
+    def _compute_state(self):
+        today = fields.Date.context_today(self)
+        for r in self:
+            if r.state == 'consumed':
+                continue
+            if r.void_reason:
+                r.state = 'void'
+            elif r.end_date and r.end_date < today:
+                r.state = 'expired'
+            else:
+                r.state = 'active'
+
+    # ------------------------------------------------------------------
+    # LOOKUP
+    # ------------------------------------------------------------------
+    @api.model
+    def find_active_for(self, partner, product=None, lot=None):
+        """Find the active labor warranty covering (partner, product/lot).
+
+        Specificity order:
+          1. exact lot match
+          2. product + partner match
+          3. partner-only match (last resort)
+        """
+        if not partner:
+            return self.browse()
+        today = fields.Date.context_today(self)
+        base_domain = [
+            ('partner_id', '=', partner.id),
+            ('state', '=', 'active'),
+            ('end_date', '>=', today),
+        ]
+        if lot:
+            hit = self.sudo().search(
+                base_domain + [('lot_id', '=', lot.id)],
+                order='end_date desc', limit=1,
+            )
+            if hit:
+                return hit
+        if product:
+            hit = self.sudo().search(
+                base_domain + [('product_id', '=', product.id)],
+                order='end_date desc', limit=1,
+            )
+            if hit:
+                return hit
+        return self.browse()
+
+    # ------------------------------------------------------------------
+    # VOID
+    # ------------------------------------------------------------------
+    def action_void(self, reason='other', notes=''):
+        if not reason:
+            raise UserError(_('A void reason is required.'))
+        for r in self:
+            r.write({
+                'void_reason': reason,
+                'void_notes': notes,
+                'voided_at': fields.Datetime.now(),
+                'voided_by_id': self.env.uid,
+            })
+            r.message_post(body=Markup(_(
+                'Warranty <b>voided</b> by %(user)s. Reason: %(reason)s.'
+            )) % {
+                'user': self.env.user.name,
+                'reason': dict(VOID_REASONS).get(reason, reason),
+            })
+
+    def action_reinstate(self):
+        for r in self:
+            r.write({
+                'void_reason': False,
+                'void_notes': False,
+                'voided_at': False,
+                'voided_by_id': False,
+            })
+            r.message_post(body=_('Warranty reinstated.'))

fusion_repairs/models/repair_on_call_service.py

@@ -0,0 +1,226 @@
+# -*- coding: utf-8 -*-
+# Copyright 2024-2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+"""On-call service - finds the next on-call manager and pages them.
+
+Triggered when a safety-flagged repair comes in outside business hours
+(or any time, if the user wants to call us about a stuck stairlift).
+
+Per the design spec section "Weekend safety escalation":
+  1. 911 disclaimer is shown to the client
+  2. repair.order created with priority=high + Monday-followup activity
+  3. Page next on-call manager (lowest x_fc_on_call_priority among
+     active users with x_fc_on_call=True)
+  4. SMS + email sent; tokenized /repair/on-call/ack/<token> for ack
+  5. 15-minute escalation cron pages next priority if first doesn't ack
+  6. All actions logged to repair chatter
+
+Phase 2 ships with priority-int sorting; Phase 4 will replace with proper
+shift scheduling (date ranges per on-call user).
+"""
+
+import logging
+import secrets
+from datetime import timedelta
+
+from markupsafe import Markup
+
+from odoo import _, api, fields, models
+
+_logger = logging.getLogger(__name__)
+
+
+class FusionRepairOnCallService(models.AbstractModel):
+    _name = 'fusion.repair.on.call.service'
+    _description = 'Repair On-Call Paging Service'
+
+    # ------------------------------------------------------------------
+    # PUBLIC API
+    # ------------------------------------------------------------------
+    @api.model
+    def find_next_on_call(self, exclude_user_ids=None, company_id=None):
+        """Return the highest-priority active on-call user, or empty recordset.
+
+        Multi-company aware: when `company_id` is supplied, restricts to users
+        who belong to that company.
+        """
+        exclude_user_ids = exclude_user_ids or []
+        Users = self.env['res.users'].sudo()
+        domain = [
+            ('x_fc_on_call', '=', True),
+            ('active', '=', True),
+            ('id', 'not in', exclude_user_ids),
+        ]
+        if company_id:
+            domain.append(('company_ids', 'in', company_id))
+        return Users.search(
+            domain, order='x_fc_on_call_priority asc, id asc', limit=1,
+        )
+
+    @api.model
+    def page_on_call(self, repair, force=False):
+        """Page the next on-call manager for the given repair.
+
+        - Excludes anyone already acknowledged this cycle.
+        - Excludes the currently paged user (cron escalates to the NEXT priority).
+        - Skips during business hours unless force=True.
+        - Posts truthful chatter (different line on email send failure).
+        """
+        repair.ensure_one()
+        if not force and self._is_business_hours():
+            _logger.info('On-call page skipped for %s - inside business hours',
+                         repair.name)
+            return self.env['res.users']
+
+        # CRITICAL: also exclude the currently-paged user so cron escalation
+        # actually moves to the NEXT priority instead of re-paging the same
+        # person forever.
+        exclude = set(repair.x_fc_on_call_acknowledged_user_ids.ids)
+        if repair.x_fc_on_call_paged_user_id:
+            exclude.add(repair.x_fc_on_call_paged_user_id.id)
+        target = self.find_next_on_call(
+            exclude_user_ids=list(exclude),
+            company_id=repair.company_id.id,
+        )
+        if not target:
+            self._notify_office_no_oncall(repair)
+            return self.env['res.users']
+
+        token = secrets.token_urlsafe(20)
+        repair.write({
+            'x_fc_on_call_token': token,
+            'x_fc_on_call_paged_user_id': target.id,
+            'x_fc_on_call_paged_at': fields.Datetime.now(),
+        })
+
+        sent_ok = self._send_page_email(repair, target, token)
+        if sent_ok:
+            self._post_chatter(repair, target)
+        else:
+            # Truthful chatter when SMTP fails so the office can react.
+            repair.message_post(body=Markup(_(
+                '<b>Safety paged %(name)s but the page email failed to send.</b> '
+                'Verify SMTP and retry, or contact the on-call manager directly.'
+            )) % {'name': target.name or target.login or ''})
+        return target
+
+    @api.model
+    def acknowledge(self, repair, user):
+        """Mark a repair's on-call page as acknowledged by `user`."""
+        repair.ensure_one()
+        repair.x_fc_on_call_acknowledged_user_ids = [(4, user.id)]
+        repair.x_fc_on_call_acknowledged_at = fields.Datetime.now()
+        repair.message_post(body=Markup(_(
+            'On-call page <b>acknowledged</b> by %s.'
+        )) % (user.name or user.login or ''))
+
+    @api.model
+    def cron_escalate_unacknowledged(self):
+        """Cron: re-page the next priority for any repair whose first page
+        is older than 15 minutes without acknowledgement."""
+        ICP = self.env['ir.config_parameter'].sudo()
+        try:
+            window_min = int(ICP.get_param(
+                'fusion_repairs.on_call_escalate_minutes', '15'
+            ))
+        except (ValueError, TypeError):
+            window_min = 15
+        cutoff = fields.Datetime.now() - timedelta(minutes=window_min)
+        Repair = self.env['repair.order'].sudo()
+        stale = Repair.search([
+            ('x_fc_on_call_paged_at', '!=', False),
+            ('x_fc_on_call_paged_at', '<=', cutoff),
+            ('x_fc_on_call_acknowledged_at', '=', False),
+            ('state', 'not in', ('done', 'cancel')),
+        ])
+        # page_on_call now excludes the currently-paged user internally
+        # (see exclude set), so a plain call escalates to the next priority.
+        for r in stale:
+            self.page_on_call(r, force=True)
+
+    # ------------------------------------------------------------------
+    # HELPERS
+    # ------------------------------------------------------------------
+    @api.model
+    def _is_business_hours(self):
+        """True when within the company resource_calendar's working time."""
+        cal = self.env.company.resource_calendar_id
+        if not cal:
+            return False  # Treat "no calendar" as always after-hours so we always page.
+        now = fields.Datetime.now()
+        try:
+            return bool(cal._work_intervals_batch(now, now)[False])
+        except Exception:
+            return False
+
+    @api.model
+    def _send_page_email(self, repair, target, token):
+        """Send the page email, return True on success, False on failure.
+
+        force_send=True because this is the single most time-critical email
+        in the module - mail queue latency would defeat the point.
+        """
+        try:
+            tpl = self.env.ref(
+                'fusion_repairs.email_template_on_call_page',
+                raise_if_not_found=False,
+            )
+            if not tpl:
+                _logger.warning('On-call email template missing - cannot page %s', target.login)
+                return False
+            tpl.with_context(
+                on_call_token=token,
+                on_call_user=target,
+            ).send_mail(repair.id, force_send=True, email_values={
+                'email_to': target.email or target.partner_id.email or '',
+            })
+            return True
+        except Exception as e:
+            _logger.warning('On-call page email failed for repair %s: %s',
+                            repair.name, e)
+            return False
+
+    @api.model
+    def _post_chatter(self, repair, target):
+        repair.message_post(body=Markup(_(
+            'After-hours <b>safety paged</b> %(name)s '
+            '(priority %(p)s). Awaiting acknowledgement.'
+        )) % {
+            'name': target.name or target.login or '',
+            'p': str(target.x_fc_on_call_priority or 99),
+        })
+
+    @api.model
+    def _notify_office_no_oncall(self, repair):
+        _logger.error(
+            'No on-call user configured (x_fc_on_call=True) - safety repair '
+            '%s will queue for Monday with no page.',
+            repair.name,
+        )
+        repair.message_post(body=Markup(_(
+            '<span style="color:#c00"><b>WARNING:</b> No on-call user '
+            'configured. This safety repair was queued but no one was paged. '
+            'Configure x_fc_on_call on a manager.</span>'
+        )))
+        # Also send a real email to the company's office notification
+        # recipients so this doesn't get lost in chatter at 11 PM Saturday.
+        company_sudo = repair.company_id.sudo()
+        recipients = getattr(company_sudo, 'x_fc_office_notification_ids', False)
+        emails = [p.email for p in (recipients or []) if p.email]
+        if not emails:
+            return
+        try:
+            self.env['mail.mail'].sudo().create({
+                'subject': '[CRITICAL] No on-call user configured - %s' % repair.name,
+                'body_html': (
+                    '<p>Safety repair <strong>%s</strong> was just submitted '
+                    'but <strong>no on-call user is configured</strong> '
+                    '(x_fc_on_call=True). No one was paged.</p>'
+                    '<p>Set the flag on at least one manager so the next '
+                    'after-hours safety call is paged.</p>'
+                ) % repair.name,
+                'email_to': ','.join(emails),
+            }).send()
+        except Exception as e:
+            _logger.warning('Failed to send no-on-call office alert: %s', e)

fusion_repairs/models/repair_part_order.py

@@ -0,0 +1,252 @@
+# -*- coding: utf-8 -*-
+# Copyright 2024-2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+"""Parts-ordering workflow.
+
+When the tech arrives, diagnoses, and discovers the unit needs a part we
+don't stock (most common with manufacturer-specific items like Handicare
+stairlift control boards), they capture the part info via the mobile
+visit-report wizard in a structured way so:
+
+1. Office can order from the manufacturer in one click (description + OEM
+   part number + photos are exactly what procurement needs)
+2. Client gets an immediate "we found the problem - here's the timeline" email
+3. When parts arrive, office marks the order received and the system
+   auto-creates a follow-up dispatch task
+
+The grumpy-old-client never has to call us asking for status updates.
+"""
+
+from datetime import timedelta
+
+from markupsafe import Markup
+
+from odoo import _, api, fields, models
+
+
+class FusionRepairPartOrder(models.Model):
+    _name = 'fusion.repair.part.order'
+    _inherit = ['mail.thread']
+    _description = 'Repair Part Order'
+    _order = 'create_date desc, id desc'
+
+    name = fields.Char(
+        string='Reference',
+        default='New',
+        copy=False,
+        readonly=True,
+        tracking=True,
+    )
+    repair_order_id = fields.Many2one(
+        'repair.order',
+        string='Repair',
+        required=True,
+        ondelete='cascade',
+        index=True,
+    )
+    partner_id = fields.Many2one(
+        related='repair_order_id.partner_id',
+        store=True,
+        readonly=True,
+    )
+
+    description = fields.Char(
+        string='Part Description',
+        required=True,
+        tracking=True,
+        help='Plain English - what the tech needs (e.g. "Handicare 1100 control board, '
+             'silver casing").',
+    )
+    oem_part_number = fields.Char(
+        string='OEM Part Number',
+        tracking=True,
+        help='If the tech could read a part number off the broken component.',
+    )
+    manufacturer = fields.Char(
+        string='Manufacturer',
+        tracking=True,
+    )
+    quantity = fields.Float(
+        string='Quantity',
+        default=1.0,
+        required=True,
+    )
+    notes = fields.Text(
+        string='Tech Notes',
+        help='Anything procurement needs to know (alternative SKUs, colour, '
+             'dimensions, etc.)',
+    )
+    photo_ids = fields.Many2many(
+        'ir.attachment',
+        'fusion_repair_part_order_photo_rel',
+        'part_order_id', 'attachment_id',
+        string='Photos',
+        help='Photos of the broken part / label / packaging. The more the better.',
+    )
+
+    state = fields.Selection(
+        [
+            ('draft', 'Captured by Tech'),
+            ('ordered', 'Ordered from Manufacturer'),
+            ('received', 'Received in Warehouse'),
+            ('fitted', 'Fitted - Repair Complete'),
+            ('cancelled', 'Cancelled'),
+        ],
+        string='Status',
+        default='draft',
+        tracking=True,
+        copy=False,
+    )
+
+    ordered_date = fields.Date(string='Ordered On', tracking=True)
+    expected_date = fields.Date(string='Expected Arrival', tracking=True)
+    received_date = fields.Date(string='Received On', tracking=True, copy=False)
+    ordered_by_id = fields.Many2one(
+        'res.users',
+        string='Ordered By',
+        tracking=True,
+        copy=False,
+    )
+
+    company_id = fields.Many2one(
+        'res.company',
+        default=lambda self: self.env.company,
+    )
+
+    # ------------------------------------------------------------------
+    # CRUD
+    # ------------------------------------------------------------------
+    @api.model_create_multi
+    def create(self, vals_list):
+        for vals in vals_list:
+            if vals.get('name', 'New') == 'New':
+                vals['name'] = self.env['ir.sequence'].next_by_code(
+                    'fusion.repair.part.order'
+                ) or 'PART/NEW'
+        records = super().create(vals_list)
+        for rec in records:
+            rec._post_creation_to_repair()
+        return records
+
+    def _post_creation_to_repair(self):
+        for rec in self:
+            rec.repair_order_id.message_post(body=Markup(_(
+                'Part order <b>%(ref)s</b> captured: %(desc)s '
+                '(qty %(qty)s%(oem)s).'
+            )) % {
+                'ref': rec.name,
+                'desc': rec.description,
+                'qty': rec.quantity,
+                'oem': f' / OEM {rec.oem_part_number}' if rec.oem_part_number else '',
+            })
+
+    # ------------------------------------------------------------------
+    # ACTIONS
+    # ------------------------------------------------------------------
+    def action_mark_ordered(self):
+        """Office marks this part as ordered with the manufacturer."""
+        for rec in self:
+            rec.state = 'ordered'
+            rec.ordered_date = fields.Date.context_today(rec)
+            rec.ordered_by_id = self.env.user
+            if not rec.expected_date:
+                rec.expected_date = fields.Date.context_today(rec) + timedelta(days=7)
+            rec._notify_client_parts_ordered()
+
+    def action_mark_received(self):
+        """Office marks this part as received - triggers follow-up dispatch."""
+        for rec in self:
+            rec.state = 'received'
+            rec.received_date = fields.Date.context_today(rec)
+            rec._maybe_redispatch()
+            rec._notify_client_parts_received()
+
+    def action_mark_fitted(self):
+        for rec in self:
+            rec.state = 'fitted'
+
+    def action_cancel(self):
+        for rec in self:
+            rec.state = 'cancelled'
+
+    # ------------------------------------------------------------------
+    # WORKFLOW HELPERS
+    # ------------------------------------------------------------------
+    def _notify_client_parts_ordered(self):
+        for rec in self:
+            tpl = self.env.ref(
+                'fusion_repairs.email_template_parts_ordered',
+                raise_if_not_found=False,
+            )
+            if tpl and rec.partner_id and rec.partner_id.email:
+                try:
+                    tpl.send_mail(rec.id, force_send=False)
+                except Exception:
+                    pass
+
+    def _notify_client_parts_received(self):
+        for rec in self:
+            tpl = self.env.ref(
+                'fusion_repairs.email_template_parts_received',
+                raise_if_not_found=False,
+            )
+            if tpl and rec.partner_id and rec.partner_id.email:
+                try:
+                    tpl.send_mail(rec.id, force_send=False)
+                except Exception:
+                    pass
+
+    def _maybe_redispatch(self):
+        """When the LAST outstanding part on a repair arrives, auto-create
+        a follow-up tech task so the office doesn't have to remember.
+
+        Schedules for tomorrow + first free hour slot to avoid colliding
+        with existing day-of tasks (the fusion_tasks model raises on
+        time-window conflicts).
+        """
+        from datetime import date as _date
+        for rec in self:
+            repair = rec.repair_order_id
+            outstanding = repair.x_fc_part_order_ids.filtered(
+                lambda p: p.state in ('draft', 'ordered')
+            )
+            if outstanding:
+                continue  # still waiting on other parts
+            repair.x_fc_parts_awaiting = False
+            repair.x_fc_parts_eta_date = False
+            # Find tomorrow's first free slot for the same tech (or
+            # lightest-loaded skilled tech).
+            target_date = _date.today() + timedelta(days=1)
+            target_tech = (
+                repair.x_fc_technician_task_ids[:1].technician_id.id
+                if repair.x_fc_technician_task_ids else False
+            )
+            if not target_tech:
+                target_tech = self.env['repair.order'] \
+                    .sudo()._fc_find_lightest_today_tech.__func__(repair)
+            ctx = {
+                'force_schedule': {
+                    'scheduled_date': target_date,
+                    'time_start': 9.0,
+                    'time_end': 10.0,
+                },
+            }
+            if target_tech:
+                ctx['force_tech_id'] = target_tech
+            try:
+                self.env['fusion.repair.intake.service'].sudo() \
+                    .with_context(**ctx) \
+                    ._create_dispatch_task(repair)
+                repair.message_post(body=Markup(_(
+                    'All ordered parts received. Auto-dispatched a follow-up '
+                    'visit for <b>%(date)s 09:00 - 10:00</b>.'
+                )) % {'date': target_date.isoformat()})
+            except Exception as e:
+                # If slot 9-10 collides, just log and let the dispatcher
+                # pick a slot manually - we don't want to swallow the email.
+                repair.message_post(body=Markup(_(
+                    'All ordered parts received but the auto-dispatch slot '
+                    '%(date)s 09:00-10:00 collided. Please pick a time '
+                    'manually. (%(err)s)'
+                )) % {'date': target_date.isoformat(), 'err': str(e)})

fusion_repairs/models/repair_product_category.py

@@ -0,0 +1,64 @@
+# -*- coding: utf-8 -*-
+# Copyright 2024-2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+from odoo import api, fields, models
+
+
+class FusionRepairProductCategory(models.Model):
+    """Medical equipment categories used to route repair intake and match skills."""
+
+    _name = 'fusion.repair.product.category'
+    _description = 'Repair Product Category'
+    _order = 'sequence, name'
+
+    name = fields.Char(string='Name', required=True, translate=True)
+    code = fields.Char(
+        string='Code',
+        required=True,
+        help='Stable identifier used by code (e.g. "stairlift"). Lowercase, no spaces.',
+    )
+    sequence = fields.Integer(string='Sequence', default=10)
+    icon = fields.Char(
+        string='Icon',
+        default='fa-wrench',
+        help='Font Awesome icon class shown next to the category in pickers.',
+    )
+    description = fields.Text(string='Description', translate=True)
+    active = fields.Boolean(default=True)
+    safety_critical = fields.Boolean(
+        string='Safety-Critical',
+        help='Categories where motor / mechanical issues warrant immediate escalation '
+             '(stairlifts, porch lifts). Used by the AI self-check engine to skip '
+             'self-help and force escalation when safety symptoms appear.',
+    )
+
+    # Bundle 10: aligns Westin's printed rate card - LIFT & ELEVATING SERVICE
+    # has its own higher rates (stairlifts, porch lifts, lift chairs, hoyer lifts).
+    equipment_class = fields.Selection(
+        [
+            ('standard', 'Standard Service'),
+            ('lift_elevating', 'Lift & Elevating Service'),
+        ],
+        string='Equipment Class',
+        default='standard',
+        required=True,
+        help='Determines which callout rate row applies. Lift & Elevating uses '
+             'higher per-card rates (e.g. $160 callout vs $95 standard).',
+    )
+
+    intake_template_id = fields.Many2one(
+        'fusion.repair.intake.template',
+        string='Default Intake Template',
+        help='Default intake question set shown when this category is selected.',
+    )
+
+    _code_unique = models.Constraint(
+        'unique(code)',
+        'Category code must be unique.',
+    )
+
+    @api.depends('name', 'code')
+    def _compute_display_name(self):
+        for cat in self:
+            cat.display_name = cat.name or cat.code or ''

fusion_repairs/models/repair_self_check_rule.py

@@ -0,0 +1,60 @@
+# -*- coding: utf-8 -*-
+# Copyright 2024-2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+"""Deterministic self-check rules.
+
+Seeded per equipment category + symptom keyword combination. Used by
+fusion.repair.ai.service when:
+- AI is unavailable (fusion_api not installed / OpenAI down)
+- AI returns malformed / unsafe content
+- The category has no AI configured
+
+Also rendered directly on the client portal when AI is disabled per spec.
+"""
+
+from odoo import fields, models
+
+
+class FusionRepairSelfCheckRule(models.Model):
+    _name = 'fusion.repair.self.check.rule'
+    _description = 'Repair Self-Check Rule (deterministic fallback)'
+    _order = 'category_id, sequence, id'
+
+    name = fields.Char(string='Title', required=True, translate=True)
+    sequence = fields.Integer(default=10)
+    active = fields.Boolean(default=True)
+    company_id = fields.Many2one(
+        'res.company', string='Company',
+        default=lambda self: self.env.company,
+    )
+
+    category_id = fields.Many2one(
+        'fusion.repair.product.category',
+        string='Equipment Category',
+        required=True,
+        index=True,
+        ondelete='cascade',
+    )
+    symptom_keywords = fields.Char(
+        string='Symptom Keywords',
+        help='Comma-separated, lowercase. Empty matches any symptom.',
+    )
+
+    instruction = fields.Text(
+        string='Instruction',
+        required=True,
+        translate=True,
+        help='What to ask the client to do. Plain English, <= 1 sentence.',
+    )
+    expected_result = fields.Text(
+        string='Expected Result',
+        required=True,
+        translate=True,
+        help='What success looks like ("alarm stops", "wheel spins freely").',
+    )
+    safety_note = fields.Text(
+        string='Safety Note',
+        translate=True,
+        help='Optional warning shown in red below the instruction.',
+    )

fusion_repairs/models/repair_service_plan.py

@@ -0,0 +1,270 @@
+# -*- coding: utf-8 -*-
+# Copyright 2024-2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+r"""Pre-paid service plans (M5).
+
+Architecture:
+
+  product.template
+    \--> x_fc_is_service_plan = True
+         x_fc_plan_visits_included (e.g. 4)
+         x_fc_plan_duration_months (e.g. 12)
+
+  sale.order.confirm()
+    \--> for each line whose product is a service plan,
+         create a fusion.repair.service.plan.subscription
+         (partner + product + visits_included + start_date + end_date)
+
+  fusion.repair.maintenance.contract.create_repair_from_booking()
+  visit_report_wizard.action_confirm()
+    \--> burns down one visit if the partner has an active matching plan
+         (for the same product or category)
+
+  fusion.repair.dashboard.get_dashboard_data()
+    \--> exposes active_plan_count + plans_low_count for the dashboard
+"""
+
+from dateutil.relativedelta import relativedelta
+
+from odoo import _, api, fields, models
+
+
+class ProductTemplate(models.Model):
+    _inherit = 'product.template'
+
+    x_fc_is_service_plan = fields.Boolean(
+        string='Service Plan',
+        help='Sell this product as a pre-paid maintenance package. '
+             'Confirming a sale order with this product creates a '
+             'visit subscription for the customer.',
+    )
+    x_fc_plan_visits_included = fields.Integer(
+        string='Visits Included',
+        default=4,
+        help='Number of maintenance visits the customer is entitled to under this plan.',
+    )
+    x_fc_plan_duration_months = fields.Integer(
+        string='Plan Duration (months)',
+        default=12,
+        help='Plan ends this many months after the sale-order date even if visits remain.',
+    )
+    x_fc_plan_category_id = fields.Many2one(
+        'fusion.repair.product.category',
+        string='Plan Category',
+        help='If set, plan visits only burn down for repairs on equipment of this category. '
+             'Leave blank to apply to any equipment from this customer.',
+    )
+
+
+class FusionRepairServicePlanSubscription(models.Model):
+    _name = 'fusion.repair.service.plan.subscription'
+    _inherit = ['mail.thread']
+    _description = 'Pre-paid Service Plan Subscription'
+    _order = 'end_date desc, id desc'
+
+    name = fields.Char(
+        string='Reference', required=True, default='New',
+        copy=False, readonly=True, tracking=True,
+    )
+    partner_id = fields.Many2one(
+        'res.partner', string='Client',
+        required=True, tracking=True, index=True,
+    )
+    product_id = fields.Many2one(
+        'product.product', string='Plan Product',
+        required=True, tracking=True,
+        domain="[('x_fc_is_service_plan', '=', True)]",
+    )
+    category_id = fields.Many2one(
+        'fusion.repair.product.category',
+        string='Covers Category',
+        help='Computed from the plan product. Only burns visits for repairs '
+             'whose category matches.',
+    )
+    sale_order_id = fields.Many2one(
+        'sale.order', string='Sold On',
+        ondelete='set null', tracking=True,
+    )
+
+    visits_included = fields.Integer(string='Visits Included', required=True, default=4)
+    visits_used = fields.Integer(string='Visits Used', default=0, tracking=True)
+    visits_remaining = fields.Integer(
+        string='Remaining',
+        compute='_compute_visits_remaining', store=True,
+    )
+
+    start_date = fields.Date(
+        string='Start', required=True, default=fields.Date.context_today, tracking=True,
+    )
+    end_date = fields.Date(string='Expires', required=True, tracking=True)
+
+    state = fields.Selection(
+        [
+            ('active', 'Active'),
+            ('exhausted', 'Visits Exhausted'),
+            ('expired', 'Expired'),
+            ('cancelled', 'Cancelled'),
+        ],
+        string='Status',
+        compute='_compute_state', store=True, tracking=True,
+    )
+
+    company_id = fields.Many2one(
+        'res.company', default=lambda self: self.env.company,
+    )
+
+    burn_history_ids = fields.One2many(
+        'fusion.repair.service.plan.burn',
+        'subscription_id',
+        string='Burn History',
+    )
+
+    # ------------------------------------------------------------------
+    # CRUD
+    # ------------------------------------------------------------------
+    @api.model_create_multi
+    def create(self, vals_list):
+        for vals in vals_list:
+            if vals.get('name', 'New') == 'New':
+                vals['name'] = self.env['ir.sequence'].next_by_code(
+                    'fusion.repair.service.plan.subscription'
+                ) or 'PLAN/NEW'
+            if vals.get('product_id') and not vals.get('end_date'):
+                product = self.env['product.product'].sudo().browse(vals['product_id'])
+                months = product.product_tmpl_id.x_fc_plan_duration_months or 12
+                start = vals.get('start_date') or fields.Date.context_today(self)
+                vals['end_date'] = fields.Date.from_string(str(start)) + relativedelta(months=months)
+            if vals.get('product_id') and 'category_id' not in vals:
+                product = self.env['product.product'].sudo().browse(vals['product_id'])
+                if product.product_tmpl_id.x_fc_plan_category_id:
+                    vals['category_id'] = product.product_tmpl_id.x_fc_plan_category_id.id
+            if vals.get('product_id') and 'visits_included' not in vals:
+                product = self.env['product.product'].sudo().browse(vals['product_id'])
+                vals['visits_included'] = product.product_tmpl_id.x_fc_plan_visits_included or 4
+        return super().create(vals_list)
+
+    # ------------------------------------------------------------------
+    # COMPUTES
+    # ------------------------------------------------------------------
+    @api.depends('visits_included', 'visits_used')
+    def _compute_visits_remaining(self):
+        for s in self:
+            s.visits_remaining = (s.visits_included or 0) - (s.visits_used or 0)
+
+    @api.depends('visits_remaining', 'end_date')
+    def _compute_state(self):
+        today = fields.Date.context_today(self)
+        for s in self:
+            if s.state == 'cancelled':
+                continue
+            if s.end_date and s.end_date < today:
+                s.state = 'expired'
+            elif s.visits_remaining <= 0:
+                s.state = 'exhausted'
+            else:
+                s.state = 'active'
+
+    # ------------------------------------------------------------------
+    # BURN ENGINE
+    # ------------------------------------------------------------------
+    @api.model
+    def find_for_repair(self, repair):
+        """Return the most-recently-started active subscription covering this
+        repair (partner match + category match if the plan specifies one)."""
+        if not repair.partner_id:
+            return self.browse()
+        domain = [
+            ('partner_id', '=', repair.partner_id.id),
+            ('state', '=', 'active'),
+            ('visits_remaining', '>', 0),
+        ]
+        subs = self.search(domain, order='start_date desc')
+        for s in subs:
+            if not s.category_id or s.category_id == repair.x_fc_repair_category_id:
+                return s
+        return self.browse()
+
+    def burn_visit(self, repair):
+        """Deduct one visit from this subscription and log the burn."""
+        self.ensure_one()
+        if self.visits_remaining <= 0:
+            return False
+        self.visits_used += 1
+        self.env['fusion.repair.service.plan.burn'].sudo().create({
+            'subscription_id': self.id,
+            'repair_order_id': repair.id,
+            'burned_on': fields.Date.context_today(self),
+        })
+        self.message_post(body=_(
+            'Visit burned for repair %s. %s of %s remaining.'
+        ) % (repair.name, self.visits_remaining, self.visits_included))
+        return True
+
+    def action_cancel(self):
+        for s in self:
+            s.state = 'cancelled'
+            s.message_post(body=_('Plan cancelled.'))
+
+
+class FusionRepairServicePlanBurn(models.Model):
+    _name = 'fusion.repair.service.plan.burn'
+    _description = 'Service Plan Visit Burn'
+    _order = 'burned_on desc, id desc'
+
+    subscription_id = fields.Many2one(
+        'fusion.repair.service.plan.subscription',
+        string='Subscription', required=True, ondelete='cascade',
+    )
+    repair_order_id = fields.Many2one(
+        'repair.order', string='Repair', required=True, ondelete='cascade',
+    )
+    burned_on = fields.Date(string='Burned On', required=True,
+                            default=fields.Date.context_today)
+
+
+class SaleOrder(models.Model):
+    _inherit = 'sale.order'
+
+    def action_confirm(self):
+        res = super().action_confirm()
+        # Spawn subscriptions for each service-plan line.
+        for order in self:
+            for line in order.order_line:
+                tmpl = line.product_id.product_tmpl_id
+                if not tmpl.x_fc_is_service_plan:
+                    continue
+                # One subscription per quantity unit (so a SO line with qty=2
+                # creates two distinct plans - rare but supported).
+                qty = int(line.product_uom_qty or 1)
+                for _i in range(max(qty, 1)):
+                    self.env['fusion.repair.service.plan.subscription'].sudo().create({
+                        'partner_id': order.partner_id.id,
+                        'product_id': line.product_id.id,
+                        'sale_order_id': order.id,
+                        'start_date': fields.Date.context_today(self),
+                    })
+        # Bundle 9: spawn store labor warranties for any product line with
+        # x_fc_labor_warranty_years > 0.
+        self._fc_spawn_labor_warranties()
+        return res
+
+    def _fc_spawn_labor_warranties(self):
+        Warranty = self.env['fusion.repair.labor.warranty'].sudo()
+        for order in self:
+            for line in order.order_line:
+                tmpl = line.product_id.product_tmpl_id
+                years = tmpl.x_fc_labor_warranty_years or 0
+                if years <= 0:
+                    continue
+                # One warranty record per unit so each can be voided
+                # independently if a specific unit is misused.
+                qty = int(line.product_uom_qty or 1)
+                for _i in range(max(qty, 1)):
+                    Warranty.create({
+                        'partner_id': order.partner_id.id,
+                        'product_id': line.product_id.id,
+                        'sale_order_id': order.id,
+                        'warranty_years': years,
+                        'start_date': fields.Date.context_today(self),
+                    })

fusion_repairs/models/repair_warranty.py

@@ -0,0 +1,131 @@
+# -*- coding: utf-8 -*-
+# Copyright 2024-2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+"""Repair warranty coverage.
+
+Tracks the 30/90-day warranty we offer on completed repair work.
+When a new repair is created on the same equipment within the
+coverage window, the intake wizard / portal shows a banner:
+"This repair may be covered by our warranty - no charge".
+
+Phase 2 ships the model + manual creation from a completed repair.
+Phase 4 will add automatic creation when a repair moves to 'done'.
+"""
+
+from datetime import timedelta
+
+from odoo import api, fields, models
+
+
+class FusionRepairWarrantyCoverage(models.Model):
+    _name = 'fusion.repair.warranty.coverage'
+    _description = 'Repair Warranty Coverage'
+    _order = 'expiry_date desc, id desc'
+
+    name = fields.Char(string='Reference', compute='_compute_name', store=True)
+    repair_id = fields.Many2one(
+        'repair.order',
+        string='Original Repair',
+        required=True,
+        ondelete='cascade',
+        index=True,
+    )
+    partner_id = fields.Many2one(
+        'res.partner',
+        string='Client',
+        related='repair_id.partner_id',
+        store=True,
+        index=True,
+    )
+    product_id = fields.Many2one(
+        'product.product',
+        string='Equipment',
+        related='repair_id.product_id',
+        store=True,
+        index=True,
+    )
+    lot_id = fields.Many2one(
+        'stock.lot',
+        string='Serial Number',
+        related='repair_id.lot_id',
+        store=True,
+    )
+
+    start_date = fields.Date(
+        string='Start Date',
+        required=True,
+        default=fields.Date.context_today,
+    )
+    coverage_days = fields.Integer(
+        string='Coverage Window (days)',
+        default=30,
+        required=True,
+    )
+    expiry_date = fields.Date(
+        string='Expires',
+        compute='_compute_expiry_date',
+        store=True,
+    )
+    # Non-stored compute - DO NOT add store=True. The 'active vs not' status is
+    # time-dependent (today >= expiry_date), and a stored compute would never
+    # auto-refresh as days pass. find_active_for() filters by expiry_date directly.
+    is_active = fields.Boolean(
+        string='Active',
+        compute='_compute_is_active',
+    )
+
+    notes = fields.Text()
+    company_id = fields.Many2one(
+        'res.company',
+        string='Company',
+        related='repair_id.company_id',
+        store=True,
+    )
+
+    @api.depends('repair_id.name', 'expiry_date')
+    def _compute_name(self):
+        for w in self:
+            w.name = (
+                f"Warranty {w.repair_id.name or '?'} (until {w.expiry_date or '?'})"
+            )
+
+    @api.depends('start_date', 'coverage_days')
+    def _compute_expiry_date(self):
+        for w in self:
+            if w.start_date and w.coverage_days:
+                w.expiry_date = w.start_date + timedelta(days=w.coverage_days)
+            else:
+                w.expiry_date = False
+
+    @api.depends('expiry_date')
+    def _compute_is_active(self):
+        today = fields.Date.context_today(self)
+        for w in self:
+            w.is_active = bool(w.expiry_date and w.expiry_date >= today)
+
+    # ------------------------------------------------------------------
+    # LOOKUP
+    # ------------------------------------------------------------------
+    @api.model
+    def find_active_for(self, partner_id, product_id=None, lot_id=None):
+        """Return active warranty coverage matching the partner + equipment, if any.
+
+        Requires at least one of lot_id or product_id - without an equipment
+        identifier we would match any warranty on the partner, which would
+        falsely flag unrelated equipment as covered.
+        """
+        if not partner_id:
+            return self.browse()
+        if not lot_id and not product_id:
+            return self.browse()
+        today = fields.Date.context_today(self)
+        domain = [
+            ('partner_id', '=', partner_id),
+            ('expiry_date', '>=', today),
+        ]
+        if lot_id:
+            domain.append(('lot_id', '=', lot_id))
+        elif product_id:
+            domain.append(('product_id', '=', product_id))
+        return self.search(domain, order='expiry_date desc', limit=1)

fusion_repairs/models/res_config_settings.py

@@ -0,0 +1,64 @@
+# -*- coding: utf-8 -*-
+# Copyright 2024-2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+from odoo import fields, models
+
+
+class ResConfigSettings(models.TransientModel):
+    _inherit = 'res.config.settings'
+
+    # NOTE: res.config.settings only supports boolean/integer/float/char/
+    # selection/many2one/datetime types per project Odoo 19 conventions.
+
+    fc_repairs_enable_email_notifications = fields.Boolean(
+        string='Enable Repair Email Notifications',
+        config_parameter='fusion_repairs.enable_email_notifications',
+        default=True,
+        help='Master toggle for automated repair-related emails to clients and office.',
+    )
+
+    fc_repairs_outstanding_balance_threshold = fields.Float(
+        string='Outstanding Balance Warning ($)',
+        config_parameter='fusion_repairs.outstanding_balance_threshold',
+        default=100.0,
+        help='Show a warning banner during intake if the client has open invoices '
+             'totalling more than this amount.',
+    )
+
+    fc_repairs_duplicate_call_window_days = fields.Integer(
+        string='Duplicate Call Window (Days)',
+        config_parameter='fusion_repairs.duplicate_call_window_days',
+        default=14,
+        help='When the intake wizard finds an open repair from this many days back on '
+             'the same phone number, it offers "add note to existing repair instead".',
+    )
+
+    fc_repairs_variance_threshold_pct = fields.Integer(
+        string='Pricing Variance Threshold (%)',
+        config_parameter='fusion_repairs.variance_threshold_pct',
+        default=20,
+        help='If actual cost exceeds estimated cost by more than this percentage, '
+             'invoicing is blocked until a manager reviews / a re-quote email is sent.',
+    )
+
+    fc_repairs_variance_threshold_amount = fields.Float(
+        string='Pricing Variance Threshold ($)',
+        config_parameter='fusion_repairs.variance_threshold_amount',
+        default=100.0,
+        help='Absolute variance amount that also triggers re-quote (whichever hits first).',
+    )
+
+    fc_repairs_client_portal_url = fields.Char(
+        string='Public Client Portal URL Path',
+        config_parameter='fusion_repairs.client_portal_url',
+        default='/repair',
+        help='URL path mentioned in voicemail greetings and printed on QR stickers. '
+             'Phase 1 ships with the form at this path.',
+    )
+
+    fc_repairs_client_portal_rate_limit_per_hour = fields.Integer(
+        string='Client Portal Rate Limit (per hour, per IP)',
+        config_parameter='fusion_repairs.client_portal_rate_limit_per_hour',
+        default=10,
+    )

fusion_repairs/models/res_partner.py

@@ -0,0 +1,64 @@
+# -*- coding: utf-8 -*-
+# Copyright 2024-2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+from odoo import fields, models
+
+
+PREFERRED_WINDOW = [
+    ('morning', 'Morning (9 AM - 12 PM)'),
+    ('afternoon', 'Afternoon (12 PM - 5 PM)'),
+    ('evening', 'Evening (after 5 PM)'),
+    ('any', 'Any Time'),
+]
+
+
+class ResPartner(models.Model):
+    _inherit = 'res.partner'
+
+    # ------------------------------------------------------------------
+    # SERVICE PREFERENCES (P1 - shown in client history sidebar)
+    # ------------------------------------------------------------------
+    x_fc_preferred_tech_id = fields.Many2one(
+        'res.users',
+        string='Preferred Technician',
+        domain="[('x_fc_is_field_staff', '=', True)]",
+        help='If set, this technician is suggested first on dispatch.',
+    )
+    x_fc_preferred_window = fields.Selection(
+        PREFERRED_WINDOW,
+        string='Preferred Visit Window',
+        default='any',
+    )
+    x_fc_access_notes = fields.Text(
+        string='Access Notes',
+        help='Free-form notes for technicians arriving at this address: '
+             'gate code, dog warning, where to park, side door entry, etc.',
+    )
+
+    # ------------------------------------------------------------------
+    # CLIENT HISTORY SIDEBAR (C2 - pulled lazily on demand)
+    # ------------------------------------------------------------------
+    x_fc_repair_count = fields.Integer(
+        compute='_compute_x_fc_repair_count',
+        string='Repairs Count',
+        compute_sudo=True,
+        help='Lightweight count of repair orders for this partner. Heavier history '
+             'data is fetched lazily by the wizard / portal sidebar via RPC.',
+    )
+
+    def _compute_x_fc_repair_count(self):
+        # Non-stored compute - safe to omit @api.depends.
+        if not self.ids:
+            for partner in self:
+                partner.x_fc_repair_count = 0
+            return
+        Repair = self.env['repair.order'].sudo()
+        data = Repair._read_group(
+            [('partner_id', 'in', self.ids)],
+            ['partner_id'],
+            ['__count'],
+        )
+        counts = {row[0].id: row[1] for row in data}
+        for partner in self:
+            partner.x_fc_repair_count = counts.get(partner.id, 0)

fusion_repairs/models/res_users.py

@@ -0,0 +1,57 @@
+# -*- coding: utf-8 -*-
+# Copyright 2024-2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+from odoo import fields, models
+
+
+class ResUsers(models.Model):
+    """Extends res.users with fusion_repairs specific fields.
+
+    Reuses the existing x_fc_is_field_staff Boolean from fusion_tasks
+    as the technician flag - do NOT recreate that field here.
+
+    All technician selectors in fusion_repairs use the same domain
+    [('x_fc_is_field_staff', '=', True)] for consistency with fusion_tasks.
+    """
+
+    _inherit = 'res.users'
+
+    x_fc_repair_skills = fields.Many2many(
+        'fusion.repair.product.category',
+        'fusion_repair_user_skill_rel',
+        'user_id',
+        'category_id',
+        string='Repair Skills',
+        help='Medical equipment categories this user is qualified to service. '
+             'Used by dispatcher to filter candidate technicians for a repair.',
+    )
+
+    x_fc_tech_cost_rate = fields.Monetary(
+        string='Tech Cost Rate (/h)',
+        currency_field='company_currency_id',
+        help='Internal cost per hour - used for repair margin calculation (Phase 4).',
+    )
+
+    # On-call rotation - Phase 2 (simple priority-int approach).
+    x_fc_on_call = fields.Boolean(
+        string='On-Call Eligible',
+        help='Tick if this user is eligible for the weekend / after-hours on-call rotation.',
+    )
+    x_fc_on_call_priority = fields.Integer(
+        string='On-Call Priority',
+        default=99,
+        help='Lower number = paged first. The escalation cron picks the lowest priority '
+             'available user when a safety repair is submitted after hours.',
+    )
+    x_fc_on_call_phone = fields.Char(
+        string='On-Call Phone Override',
+        help='Phone number to use for on-call SMS / calls. If empty, falls back to '
+             'the user partner phone.',
+    )
+
+    company_currency_id = fields.Many2one(
+        'res.currency',
+        related='company_id.currency_id',
+        readonly=True,
+    )

fusion_repairs/models/sale_order.py

@@ -0,0 +1,80 @@
+# -*- coding: utf-8 -*-
+# Copyright 2024-2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+"""sale.order extensions: smart buttons that link an original purchase SO
+to its downstream repairs, maintenance contracts, and repair invoices.
+
+Mirrors the count + action_view_* pattern from
+fusion_claims/views/sale_order_views.xml line ~1176.
+"""
+
+from odoo import _, api, fields, models
+
+
+class SaleOrder(models.Model):
+    _inherit = 'sale.order'
+
+    x_fc_repair_order_ids = fields.One2many(
+        'repair.order',
+        'x_fc_original_sale_order_id',
+        string='Repairs',
+    )
+    x_fc_repair_order_count = fields.Integer(
+        compute='_compute_x_fc_repair_order_count',
+    )
+
+    x_fc_maintenance_contract_ids = fields.One2many(
+        'fusion.repair.maintenance.contract',
+        'original_sale_order_id',
+        string='Maintenance Contracts',
+    )
+    x_fc_maintenance_contract_count = fields.Integer(
+        compute='_compute_x_fc_maintenance_contract_count',
+    )
+
+    @api.depends('x_fc_repair_order_ids')
+    def _compute_x_fc_repair_order_count(self):
+        for so in self:
+            so.x_fc_repair_order_count = len(so.x_fc_repair_order_ids)
+
+    @api.depends('x_fc_maintenance_contract_ids')
+    def _compute_x_fc_maintenance_contract_count(self):
+        for so in self:
+            so.x_fc_maintenance_contract_count = len(so.x_fc_maintenance_contract_ids)
+
+    def action_view_repair_orders(self):
+        self.ensure_one()
+        if len(self.x_fc_repair_order_ids) == 1:
+            return {
+                'type': 'ir.actions.act_window',
+                'name': self.x_fc_repair_order_ids.name,
+                'res_model': 'repair.order',
+                'view_mode': 'form',
+                'res_id': self.x_fc_repair_order_ids.id,
+            }
+        return {
+            'type': 'ir.actions.act_window',
+            'name': _('Repairs from %(name)s', name=self.name),
+            'res_model': 'repair.order',
+            'view_mode': 'list,form',
+            'domain': [('x_fc_original_sale_order_id', '=', self.id)],
+        }
+
+    def action_view_maintenance_contracts(self):
+        self.ensure_one()
+        if len(self.x_fc_maintenance_contract_ids) == 1:
+            return {
+                'type': 'ir.actions.act_window',
+                'name': self.x_fc_maintenance_contract_ids.name,
+                'res_model': 'fusion.repair.maintenance.contract',
+                'view_mode': 'form',
+                'res_id': self.x_fc_maintenance_contract_ids.id,
+            }
+        return {
+            'type': 'ir.actions.act_window',
+            'name': _('Maintenance Contracts from %(name)s', name=self.name),
+            'res_model': 'fusion.repair.maintenance.contract',
+            'view_mode': 'list,form',
+            'domain': [('original_sale_order_id', '=', self.id)],
+        }

fusion_repairs/models/service_catalog.py

@@ -0,0 +1,151 @@
+# -*- coding: utf-8 -*-
+# Copyright 2024-2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+"""Service catalogue.
+
+Each fusion.repair.service.catalog record is a named repair / maintenance
+service (e.g. "Stairlift motor replacement", "Bed remote troubleshoot")
+with estimated duration, estimated cost, default parts, and symptom
+keywords used to auto-match an intake to the right catalogue entry.
+
+The catalogue feeds:
+- intake auto-match  -> sets x_fc_service_catalog_id +
+  x_fc_estimated_duration + x_fc_estimated_cost on the repair
+- visit report       -> default labour line + parts pre-fill
+- pricing variance   -> compares estimate vs actual
+"""
+
+from odoo import api, fields, models
+
+
+class FusionRepairServiceCatalog(models.Model):
+    _name = 'fusion.repair.service.catalog'
+    _description = 'Repair Service Catalogue Entry'
+    _order = 'sequence, name'
+
+    name = fields.Char(string='Service Name', required=True, translate=True)
+    code = fields.Char(string='Code', help='Stable identifier (lowercase, no spaces).')
+    sequence = fields.Integer(default=10)
+    active = fields.Boolean(default=True)
+    company_id = fields.Many2one(
+        'res.company', string='Company',
+        default=lambda self: self.env.company,
+    )
+
+    # Routing & matching
+    product_category_id = fields.Many2one(
+        'fusion.repair.product.category',
+        string='Equipment Category',
+        required=True,
+        index=True,
+    )
+    symptom_keywords = fields.Char(
+        string='Symptom Keywords',
+        help='Comma-separated keywords used to auto-match an intake to this catalogue entry. '
+             'Matched against the issue summary, issue category, and intake answer text.',
+    )
+
+    # Service product (what actually gets invoiced)
+    service_product_id = fields.Many2one(
+        'product.product',
+        string='Service Product',
+        domain=[('type', '=', 'service')],
+        help='Product line added to the repair sale order for the labour portion.',
+    )
+    default_parts_product_ids = fields.Many2many(
+        'product.product',
+        'fusion_repair_catalog_parts_rel',
+        'catalog_id', 'product_id',
+        string='Default Parts',
+        help='Parts typically used. Pre-loaded onto the visit report wizard for the tech to confirm.',
+    )
+    pricelist_id = fields.Many2one(
+        'product.pricelist',
+        string='Pricelist Override',
+        help='Optional pricelist applied to repair SOs from this catalogue entry. '
+             'Leave blank to use the partner default pricelist.',
+    )
+
+    # Estimates
+    estimated_hours = fields.Float(
+        string='Estimated Labour (h)',
+        default=1.0,
+        help='Used to size the technician task and the visit report labour default.',
+    )
+    estimated_cost = fields.Monetary(
+        string='Estimated Cost',
+        currency_field='company_currency_id',
+        help='Headline estimate shown to the client/CS during intake. Phase 1 is a flat number; '
+             'Phase 2+ may compute from labour + parts.',
+    )
+
+    # Automation hints
+    auto_schedule = fields.Boolean(
+        string='Auto-Create Tech Task',
+        help='When True, the intake service creates a draft technician task immediately for any '
+             'repair matched to this catalogue entry (even at normal urgency).',
+    )
+    task_type = fields.Selection(
+        [('delivery', 'Delivery'), ('repair', 'Repair'), ('pickup', 'Pickup'),
+         ('troubleshoot', 'Troubleshoot'), ('assessment', 'Assessment'),
+         ('installation', 'Installation'), ('maintenance', 'Maintenance'),
+         ('other', 'Other')],
+        string='Default Task Type',
+        default='repair',
+    )
+
+    company_currency_id = fields.Many2one(
+        'res.currency',
+        related='company_id.currency_id',
+        readonly=True,
+    )
+
+    @api.depends('name', 'code')
+    def _compute_display_name(self):
+        for c in self:
+            c.display_name = c.name or c.code or ''
+
+    # ------------------------------------------------------------------
+    # MATCHING
+    # ------------------------------------------------------------------
+    @api.model
+    def find_best_match(self, product_category_id, text_hints):
+        """Return the best-matching catalogue entry, or empty recordset.
+
+        Returns empty when no symptom keywords match. We never "guess" a default
+        catalog because the match drives estimated cost + auto-dispatch task -
+        a wrong guess would propagate into pricing and scheduling.
+
+        :param product_category_id: int id of the equipment category
+        :param text_hints: list[str] - text snippets to look for symptom keywords in
+        """
+        import re
+        if not product_category_id:
+            return self.browse()
+        haystack = ' '.join(s.lower() for s in (text_hints or []) if s).strip()
+        if not haystack:
+            return self.browse()
+        candidates = self.search([
+            ('product_category_id', '=', product_category_id),
+            ('active', '=', True),
+        ], order='sequence')
+        if not candidates:
+            return self.browse()
+        best = None
+        best_score = 0
+        for c in candidates:
+            kws = [k.strip().lower() for k in (c.symptom_keywords or '').split(',') if k.strip()]
+            # Word-boundary match avoids false positives where "battery" matches
+            # inside "no battery problem".
+            score = sum(
+                1 for kw in kws
+                if kw and re.search(rf'\b{re.escape(kw)}\b', haystack)
+            )
+            if score > best_score:
+                best = c
+                best_score = score
+        # No keywords matched -> return empty rather than the lowest-sequence guess.
+        if best and best_score > 0:
+            return best
+        return self.browse()

fusion_repairs/models/technician_task.py

@@ -0,0 +1,153 @@
+# -*- coding: utf-8 -*-
+# Copyright 2024-2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+from urllib.parse import quote_plus
+
+from markupsafe import Markup
+
+from odoo import _, fields, models
+from odoo.exceptions import UserError
+
+
+class FusionTechnicianTaskRepairs(models.Model):
+    """Adds the back-link from fusion.technician.task to repair.order so
+    repairs and tasks share one timeline. Also hooks task completion to
+    roll a linked maintenance contract to its next cycle.
+    """
+
+    _inherit = 'fusion.technician.task'
+
+    x_fc_repair_order_id = fields.Many2one(
+        'repair.order',
+        string='Repair Order',
+        ondelete='set null',
+        index=True,
+        tracking=True,
+        help='Repair order this task fulfils. Set automatically when the intake '
+             'wizard auto-creates a draft task for urgent / safety calls.',
+    )
+
+    x_fc_repair_intake_session_id = fields.Char(
+        related='x_fc_repair_order_id.x_fc_intake_session_id',
+        string='Intake Session',
+        store=True,
+        index=True,
+    )
+
+    # X2: per-task day-before reminder flag. Per-task (not per-repair) so
+    # a repair with multiple visits gets a separate reminder for each one.
+    x_fc_day_before_reminder_sent = fields.Boolean(
+        string='Day-Before Reminder Sent',
+        copy=False,
+    )
+
+    # ------------------------------------------------------------------
+    # T3 - Labour timer. The tech taps Start when they begin work and
+    # Stop when done; the accumulated minutes feeds the visit-report
+    # actual hours field. Multiple start/stop cycles are accumulated.
+    # ------------------------------------------------------------------
+    x_fc_timer_running_since = fields.Datetime(
+        string='Timer Running Since',
+        copy=False,
+    )
+    x_fc_timer_accumulated_minutes = fields.Float(
+        string='Accumulated Minutes',
+        default=0.0,
+        copy=False,
+        help='Total labour minutes captured by the tech timer. '
+             'Divide by 60 for the hours that prefill the visit report.',
+    )
+
+    def action_timer_start(self):
+        for t in self:
+            if t.x_fc_timer_running_since:
+                continue  # already running
+            t.x_fc_timer_running_since = fields.Datetime.now()
+            t.message_post(body=Markup(_('Labour timer <b>started</b>.')))
+
+    def action_timer_stop(self):
+        for t in self:
+            if not t.x_fc_timer_running_since:
+                continue
+            from datetime import datetime
+            elapsed_minutes = (
+                datetime.now() - t.x_fc_timer_running_since
+            ).total_seconds() / 60.0
+            t.x_fc_timer_accumulated_minutes = (
+                t.x_fc_timer_accumulated_minutes or 0.0
+            ) + elapsed_minutes
+            t.x_fc_timer_running_since = False
+            t.message_post(body=Markup(_(
+                'Labour timer <b>stopped</b>. Added %(mins).1f min, total %(tot).1f min.'
+            )) % {
+                'mins': elapsed_minutes,
+                'tot': t.x_fc_timer_accumulated_minutes or 0.0,
+            })
+
+    def write(self, vals):
+        """When a maintenance task transitions to 'completed', roll the
+        linked contract to its next cycle. Failure to roll never blocks
+        the underlying task write.
+        """
+        res = super().write(vals)
+        if vals.get('status') == 'completed':
+            for task in self:
+                if task.task_type != 'maintenance':
+                    continue
+                repair = task.x_fc_repair_order_id
+                contract = repair.x_fc_maintenance_contract_id if repair else False
+                if not contract:
+                    continue
+                try:
+                    contract.last_service_date = fields.Date.context_today(task)
+                    contract.roll_next_due_date()
+                    contract.message_post(body=Markup(
+                        'Rolled forward after maintenance task '
+                        '<b>%s</b> completed. Next due %s.'
+                    ) % (task.name or '', str(contract.next_due_date or '')))
+                except Exception:
+                    # Never let a contract roll failure block the task write.
+                    pass
+        return res
+
+    def action_view_repair_order(self):
+        self.ensure_one()
+        if not self.x_fc_repair_order_id:
+            return False
+        return {
+            'type': 'ir.actions.act_window',
+            'name': self.x_fc_repair_order_id.name,
+            'res_model': 'repair.order',
+            'view_mode': 'form',
+            'res_id': self.x_fc_repair_order_id.id,
+        }
+
+    # ------------------------------------------------------------------
+    # T1: Open in Maps - returns an act_url action that opens the device's
+    # default maps app (Apple Maps on iOS, Google Maps on Android, browser
+    # otherwise). Address is built from the task's address fields with the
+    # partner address as a fallback.
+    # ------------------------------------------------------------------
+    def action_open_in_maps(self):
+        self.ensure_one()
+        # Prefer fusion_tasks.address_display because in real data address_street
+        # often contains the full Google-Places-formatted address; concatenating
+        # the other address_* fields would duplicate city/zip.
+        addr = (getattr(self, 'address_display', '') or '').strip()
+        if not addr and self.partner_id:
+            p = self.partner_id
+            parts = [
+                p.street, p.street2, p.city,
+                p.state_id.name if p.state_id else False,
+                p.zip,
+                p.country_id.name if p.country_id else False,
+            ]
+            addr = ', '.join(str(x) for x in parts if x)
+        if not addr:
+            raise UserError(_('No address on this task or its client.'))
+        return {
+            'type': 'ir.actions.act_url',
+            'url': f'https://www.google.com/maps?q={quote_plus(addr)}',
+            'target': 'new',
+        }

fusion_repairs/report/inspection_certificate_report.xml

@@ -0,0 +1,167 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <record id="action_report_inspection_certificate" model="ir.actions.report">
+        <field name="name">Inspection Certificate</field>
+        <field name="model">fusion.repair.inspection.certificate</field>
+        <field name="report_type">qweb-pdf</field>
+        <field name="report_name">fusion_repairs.report_inspection_certificate</field>
+        <field name="report_file">fusion_repairs.report_inspection_certificate</field>
+        <field name="print_report_name">'Inspection Certificate - %s' % (object.name)</field>
+        <field name="binding_model_id" ref="model_fusion_repair_inspection_certificate"/>
+        <field name="binding_type">report</field>
+    </record>
+
+    <template id="report_inspection_certificate">
+        <t t-call="web.html_container">
+            <t t-foreach="docs" t-as="cert">
+                <t t-call="web.external_layout">
+                    <div class="page">
+                        <style>
+                            .cert-wrap {
+                                font-family: sans-serif;
+                                padding: 20mm 18mm;
+                                text-align: center;
+                            }
+                            .cert-banner {
+                                font-size: 11pt;
+                                letter-spacing: 0.4em;
+                                text-transform: uppercase;
+                                color: #c0a544;
+                                margin-bottom: 8mm;
+                            }
+                            .cert-title {
+                                font-size: 30pt;
+                                font-weight: 700;
+                                margin: 4mm 0;
+                            }
+                            .cert-sub {
+                                font-size: 13pt;
+                                color: #555;
+                                margin: 0 0 12mm 0;
+                            }
+                            .cert-issued-to {
+                                font-size: 11pt;
+                                color: #666;
+                                text-transform: uppercase;
+                                letter-spacing: 0.3em;
+                                margin-bottom: 4mm;
+                            }
+                            .cert-client {
+                                font-size: 20pt;
+                                font-weight: 600;
+                                margin-bottom: 12mm;
+                            }
+                            /* wkhtmltopdf does not implement flex/gap reliably -
+                               use inline-block layout instead. */
+                            .cert-info {
+                                margin: 10mm 0;
+                                text-align: center;
+                            }
+                            .cert-info-item {
+                                display: inline-block;
+                                font-size: 10pt;
+                                text-align: left;
+                                margin: 0 9mm;
+                                vertical-align: top;
+                            }
+                            .cert-info-item .label {
+                                text-transform: uppercase;
+                                color: #888;
+                                letter-spacing: 0.2em;
+                                font-size: 8pt;
+                                margin-bottom: 1mm;
+                            }
+                            .cert-info-item .value {
+                                font-size: 12pt;
+                                font-weight: 600;
+                            }
+                            .cert-footer {
+                                margin-top: 18mm;
+                                width: 100%;
+                            }
+                            .cert-footer-row {
+                                width: 100%;
+                            }
+                            .cert-sig {
+                                display: inline-block;
+                                font-size: 10pt;
+                                color: #666;
+                                border-top: 1px solid #999;
+                                padding-top: 2mm;
+                                width: 70mm;
+                                text-align: center;
+                                float: right;
+                            }
+                            .cert-number {
+                                display: inline-block;
+                                font-size: 9pt;
+                                color: #888;
+                                font-family: ui-monospace, monospace;
+                                float: left;
+                                padding-top: 6mm;
+                            }
+                        </style>
+                        <div class="cert-wrap">
+                            <div class="cert-banner">Certificate of Inspection</div>
+                            <div class="cert-title">Safety Inspected</div>
+                            <div class="cert-sub">
+                                This certifies that the equipment described below has passed
+                                its annual safety inspection in accordance with applicable
+                                local regulations.
+                            </div>
+
+                            <div class="cert-issued-to">Issued To</div>
+                            <div class="cert-client"><t t-out="cert.partner_id.name"/></div>
+
+                            <div class="cert-info">
+                                <div class="cert-info-item">
+                                    <div class="label">Equipment</div>
+                                    <div class="value"><t t-out="cert.product_id.display_name"/></div>
+                                </div>
+                                <t t-if="cert.lot_id">
+                                    <div class="cert-info-item">
+                                        <div class="label">Serial</div>
+                                        <div class="value"><t t-out="cert.lot_id.name"/></div>
+                                    </div>
+                                </t>
+                                <div class="cert-info-item">
+                                    <div class="label">Jurisdiction</div>
+                                    <div class="value">
+                                        <t t-out="dict(cert._fields['jurisdiction'].selection).get(cert.jurisdiction)"/>
+                                    </div>
+                                </div>
+                            </div>
+
+                            <div class="cert-info">
+                                <div class="cert-info-item">
+                                    <div class="label">Issued</div>
+                                    <div class="value">
+                                        <t t-out="cert.issued_date" t-options="{'widget': 'date'}"/>
+                                    </div>
+                                </div>
+                                <div class="cert-info-item">
+                                    <div class="label">Valid Until</div>
+                                    <div class="value">
+                                        <t t-out="cert.expiry_date" t-options="{'widget': 'date'}"/>
+                                    </div>
+                                </div>
+                            </div>
+
+                            <div class="cert-footer">
+                                <div class="cert-number">
+                                    Certificate #<t t-out="cert.name"/>
+                                </div>
+                                <div class="cert-sig">
+                                    <t t-out="cert.inspector_user_id.name"/><br/>
+                                    Inspector
+                                </div>
+                            </div>
+                        </div>
+                    </div>
+                </t>
+            </t>
+        </t>
+    </template>
+
+</odoo>

fusion_repairs/report/qr_sticker_report.xml

@@ -0,0 +1,86 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <!-- 4-up sticker sheet on letter paper. Tweak grid in the QWeb template
+         to match your label stock. -->
+    <record id="action_report_qr_stickers" model="ir.actions.report">
+        <field name="name">QR Stickers</field>
+        <field name="model">fusion.repair.qr.sticker.wizard</field>
+        <field name="report_type">qweb-pdf</field>
+        <field name="report_name">fusion_repairs.report_qr_stickers</field>
+        <field name="report_file">fusion_repairs.report_qr_stickers</field>
+        <field name="print_report_name">'QR Stickers - %s' % (object.id)</field>
+    </record>
+
+    <template id="report_qr_stickers">
+        <t t-call="web.html_container">
+            <t t-call="web.internal_layout">
+                <div class="page">
+                    <style>
+                        .qr-sticker-grid {
+                            display: flex;
+                            flex-wrap: wrap;
+                            gap: 12mm;
+                            padding: 8mm;
+                        }
+                        .qr-sticker {
+                            width: 80mm;
+                            height: 50mm;
+                            border: 1px dashed #999;
+                            padding: 6mm;
+                            display: flex;
+                            align-items: center;
+                            gap: 6mm;
+                            page-break-inside: avoid;
+                        }
+                        .qr-sticker .qr-img img {
+                            width: 38mm; height: 38mm;
+                        }
+                        .qr-sticker .qr-info {
+                            font-family: sans-serif;
+                            font-size: 9pt;
+                            line-height: 1.3;
+                        }
+                        .qr-sticker .qr-info .qr-title {
+                            font-weight: 700;
+                            font-size: 11pt;
+                            margin-bottom: 2mm;
+                        }
+                        .qr-sticker .qr-info .qr-serial {
+                            font-family: ui-monospace, "SF Mono", Menlo, monospace;
+                            font-size: 8pt;
+                        }
+                    </style>
+                    <div class="qr-sticker-grid">
+                        <t t-foreach="docs" t-as="doc">
+                            <t t-foreach="doc.lot_ids" t-as="lot">
+                                <t t-set="url" t-value="doc.get_sticker_url(lot)"/>
+                                <t t-set="qr_uri" t-value="doc.get_qr_data_uri(url)"/>
+                                <div class="qr-sticker">
+                                    <div class="qr-img">
+                                        <img t-if="qr_uri" t-att-src="qr_uri" alt="QR"/>
+                                        <span t-else="" style="font-size:7pt;color:#900;">QR lib missing</span>
+                                    </div>
+                                    <div class="qr-info">
+                                        <div class="qr-title">Scan for service</div>
+                                        <div>
+                                            <t t-out="lot.product_id.display_name or ''"/>
+                                        </div>
+                                        <div class="qr-serial">
+                                            SN <t t-out="lot.name or ''"/>
+                                        </div>
+                                        <div style="margin-top:2mm;font-size:7pt;color:#666;">
+                                            Or visit:
+                                            <t t-out="doc._portal_base_url()"/>
+                                        </div>
+                                    </div>
+                                </div>
+                            </t>
+                        </t>
+                    </div>
+                </div>
+            </t>
+        </t>
+    </template>
+
+</odoo>

fusion_repairs/security/ir.model.access.csv

@@ -0,0 +1,53 @@
+id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
+access_repair_product_category_user,Repair Category User Read,model_fusion_repair_product_category,group_fusion_repairs_user,1,0,0,0
+access_repair_product_category_manager,Repair Category Manager Full,model_fusion_repair_product_category,group_fusion_repairs_manager,1,1,1,1
+access_repair_intake_template_user,Intake Template User Read,model_fusion_repair_intake_template,group_fusion_repairs_user,1,0,0,0
+access_repair_intake_template_manager,Intake Template Manager Full,model_fusion_repair_intake_template,group_fusion_repairs_manager,1,1,1,1
+access_repair_intake_question_user,Intake Question User Read,model_fusion_repair_intake_question,group_fusion_repairs_user,1,0,0,0
+access_repair_intake_question_manager,Intake Question Manager Full,model_fusion_repair_intake_question,group_fusion_repairs_manager,1,1,1,1
+access_repair_intake_answer_user,Intake Answer User Full,model_fusion_repair_intake_answer,group_fusion_repairs_user,1,1,1,0
+access_repair_intake_answer_manager,Intake Answer Manager Full,model_fusion_repair_intake_answer,group_fusion_repairs_manager,1,1,1,1
+access_repair_intake_answer_tech_portal,Intake Answer Technician Read,model_fusion_repair_intake_answer,fusion_tasks.group_field_technician,1,0,0,0
+access_repair_intake_wizard_user,Intake Wizard User Full,model_fusion_repair_intake_wizard,group_fusion_repairs_user,1,1,1,1
+access_repair_intake_wizard_equipment_user,Intake Wizard Equipment User Full,model_fusion_repair_intake_wizard_equipment,group_fusion_repairs_user,1,1,1,1
+access_repair_service_catalog_user,Catalogue User Read,model_fusion_repair_service_catalog,group_fusion_repairs_user,1,0,0,0
+access_repair_service_catalog_manager,Catalogue Manager Full,model_fusion_repair_service_catalog,group_fusion_repairs_manager,1,1,1,1
+access_repair_warranty_user,Warranty User Read,model_fusion_repair_warranty_coverage,group_fusion_repairs_user,1,0,0,0
+access_repair_warranty_manager,Warranty Manager Full,model_fusion_repair_warranty_coverage,group_fusion_repairs_manager,1,1,1,1
+access_repair_visit_report_wizard_user,Visit Report Wizard User,model_fusion_repair_visit_report_wizard,group_fusion_repairs_user,1,1,1,1
+access_repair_visit_report_wizard_line_user,Visit Report Line User,model_fusion_repair_visit_report_wizard_line,group_fusion_repairs_user,1,1,1,1
+access_repair_maintenance_user,Maintenance Contract User Read,model_fusion_repair_maintenance_contract,group_fusion_repairs_user,1,0,0,0
+access_repair_maintenance_dispatcher,Maintenance Contract Dispatcher,model_fusion_repair_maintenance_contract,group_fusion_repairs_dispatcher,1,1,1,0
+access_repair_maintenance_manager,Maintenance Contract Manager Full,model_fusion_repair_maintenance_contract,group_fusion_repairs_manager,1,1,1,1
+access_repair_order_repairs_user,Repair Order Repairs User Read/Write,repair.model_repair_order,group_fusion_repairs_user,1,1,1,0
+access_repair_order_repairs_manager,Repair Order Repairs Manager Full,repair.model_repair_order,group_fusion_repairs_manager,1,1,1,1
+access_technician_task_repairs_user,Technician Task Repairs User Schedule,fusion_tasks.model_fusion_technician_task,group_fusion_repairs_user,1,1,1,0
+access_technician_task_repairs_manager,Technician Task Repairs Manager Full,fusion_tasks.model_fusion_technician_task,group_fusion_repairs_manager,1,1,1,1
+access_repair_self_check_rule_user,Self-Check Rule User Read,model_fusion_repair_self_check_rule,group_fusion_repairs_user,1,0,0,0
+access_repair_self_check_rule_manager,Self-Check Rule Manager Full,model_fusion_repair_self_check_rule,group_fusion_repairs_manager,1,1,1,1
+access_qr_sticker_wizard_user,QR Sticker Wizard User Full,model_fusion_repair_qr_sticker_wizard,group_fusion_repairs_user,1,1,1,1
+access_repair_inspection_user,Inspection Cert User Read,model_fusion_repair_inspection_certificate,group_fusion_repairs_user,1,0,0,0
+access_repair_inspection_dispatcher,Inspection Cert Dispatcher,model_fusion_repair_inspection_certificate,group_fusion_repairs_dispatcher,1,1,1,0
+access_repair_inspection_manager,Inspection Cert Manager Full,model_fusion_repair_inspection_certificate,group_fusion_repairs_manager,1,1,1,1
+access_repair_inspection_technician,Inspection Cert Field Tech Read-Only,model_fusion_repair_inspection_certificate,fusion_tasks.group_field_technician,1,0,0,0
+access_service_plan_sub_user,Service Plan Sub User Read,model_fusion_repair_service_plan_subscription,group_fusion_repairs_user,1,0,0,0
+access_service_plan_sub_dispatcher,Service Plan Sub Dispatcher,model_fusion_repair_service_plan_subscription,group_fusion_repairs_dispatcher,1,1,1,0
+access_service_plan_sub_manager,Service Plan Sub Manager Full,model_fusion_repair_service_plan_subscription,group_fusion_repairs_manager,1,1,1,1
+access_service_plan_burn_user,Service Plan Burn User Read,model_fusion_repair_service_plan_burn,group_fusion_repairs_user,1,0,0,0
+access_service_plan_burn_manager,Service Plan Burn Manager Full,model_fusion_repair_service_plan_burn,group_fusion_repairs_manager,1,1,1,1
+access_emergency_charge_user,Emergency Charge User Read,model_fusion_repair_emergency_charge,group_fusion_repairs_user,1,0,0,0
+access_emergency_charge_manager,Emergency Charge Manager Full,model_fusion_repair_emergency_charge,group_fusion_repairs_manager,1,1,1,1
+access_part_order_user,Part Order User Read,model_fusion_repair_part_order,group_fusion_repairs_user,1,0,0,0
+access_part_order_dispatcher,Part Order Dispatcher,model_fusion_repair_part_order,group_fusion_repairs_dispatcher,1,1,1,0
+access_part_order_manager,Part Order Manager Full,model_fusion_repair_part_order,group_fusion_repairs_manager,1,1,1,1
+access_part_order_technician,Part Order Field Tech Create,model_fusion_repair_part_order,fusion_tasks.group_field_technician,1,1,1,0
+access_visit_report_partline_user,Visit Report Part Line User Full,model_fusion_repair_visit_report_wizard_partline,group_fusion_repairs_user,1,1,1,1
+access_visit_report_partline_tech,Visit Report Part Line Field Tech Full,model_fusion_repair_visit_report_wizard_partline,fusion_tasks.group_field_technician,1,1,1,1
+access_callout_rate_user,Callout Rate User Read,model_fusion_repair_callout_rate,group_fusion_repairs_user,1,0,0,0
+access_callout_rate_manager,Callout Rate Manager Full,model_fusion_repair_callout_rate,group_fusion_repairs_manager,1,1,1,1
+access_delivery_charge_user,Delivery Charge User Read,model_fusion_repair_delivery_charge,group_fusion_repairs_user,1,0,0,0
+access_delivery_charge_manager,Delivery Charge Manager Full,model_fusion_repair_delivery_charge,group_fusion_repairs_manager,1,1,1,1
+access_labor_warranty_user,Labor Warranty User Read,model_fusion_repair_labor_warranty,group_fusion_repairs_user,1,0,0,0
+access_labor_warranty_sales_rep,Labor Warranty Sales Rep Write,model_fusion_repair_labor_warranty,group_fusion_repairs_sales_rep,1,1,0,0
+access_labor_warranty_manager,Labor Warranty Manager Full,model_fusion_repair_labor_warranty,group_fusion_repairs_manager,1,1,1,1
+access_labor_warranty_technician,Labor Warranty Field Tech Read,model_fusion_repair_labor_warranty,fusion_tasks.group_field_technician,1,1,0,0

fusion_repairs/security/security.xml

@@ -0,0 +1,176 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <!-- ==================================================================== -->
+    <!-- MODULE CATEGORY                                                      -->
+    <!-- ==================================================================== -->
+    <record id="module_category_fusion_repairs" model="ir.module.category">
+        <field name="name">Fusion Repairs</field>
+        <field name="sequence">47</field>
+    </record>
+
+    <!-- ==================================================================== -->
+    <!-- FUSION REPAIRS PRIVILEGE (Odoo 19 res.groups.privilege pattern)      -->
+    <!-- ==================================================================== -->
+    <record id="res_groups_privilege_fusion_repairs" model="res.groups.privilege">
+        <field name="name">Fusion Repairs</field>
+        <field name="sequence">47</field>
+        <field name="category_id" ref="module_category_fusion_repairs"/>
+    </record>
+
+    <!-- ==================================================================== -->
+    <!-- GROUPS                                                               -->
+    <!-- ==================================================================== -->
+    <record id="group_fusion_repairs_user" model="res.groups">
+        <field name="name">Repairs: User (CS Intake)</field>
+        <field name="privilege_id" ref="res_groups_privilege_fusion_repairs"/>
+        <field name="implied_ids" eval="[(4, ref('base.group_user'))]"/>
+        <field name="comment">CS / front-office staff who take repair intake calls and view repairs.</field>
+    </record>
+
+    <record id="group_fusion_repairs_dispatcher" model="res.groups">
+        <field name="name">Repairs: Dispatcher</field>
+        <field name="privilege_id" ref="res_groups_privilege_fusion_repairs"/>
+        <field name="implied_ids" eval="[(4, ref('group_fusion_repairs_user'))]"/>
+        <field name="comment">Assigns technicians to repairs, reschedules visits, manages parts pre-pull picklists.</field>
+    </record>
+
+    <!-- Bundle 9: sales-rep group. Distinct from CS so labor-fee waiving can
+         be authorised by either a manager or a sales rep, but never a front-
+         office CS user. Manager implies it. -->
+    <record id="group_fusion_repairs_sales_rep" model="res.groups">
+        <field name="name">Repairs: Sales Rep</field>
+        <field name="privilege_id" ref="res_groups_privilege_fusion_repairs"/>
+        <field name="implied_ids" eval="[(4, ref('group_fusion_repairs_user'))]"/>
+        <field name="comment">Sales reps who can waive labor fees on their accounts (CS cannot waive).</field>
+    </record>
+
+    <record id="group_fusion_repairs_manager" model="res.groups">
+        <field name="name">Repairs: Manager</field>
+        <field name="privilege_id" ref="res_groups_privilege_fusion_repairs"/>
+        <field name="implied_ids" eval="[(4, ref('group_fusion_repairs_dispatcher')), (4, ref('group_fusion_repairs_sales_rep'))]"/>
+        <field name="comment">Configures intake templates, pricing, maintenance contracts, on-call rotation, variance overrides. Implies all lower groups including sales rep.</field>
+    </record>
+
+    <!-- =====================================================================
+         Admin auto-membership: anyone with base.group_system (Settings /
+         Administration) automatically gets Repairs Manager, which implies
+         Dispatcher and User. So admin users see the Fusion Repairs app
+         and have full access without needing to be added manually.
+         ===================================================================== -->
+    <record id="base.group_system" model="res.groups">
+        <field name="implied_ids" eval="[(4, ref('fusion_repairs.group_fusion_repairs_manager'))]"/>
+    </record>
+
+    <!-- ==================================================================== -->
+    <!-- RECORD RULES                                                         -->
+    <!-- ==================================================================== -->
+
+    <!-- Multi-company isolation on repair.order -->
+    <record id="rule_repair_order_company" model="ir.rule">
+        <field name="name">Repair Order: Multi-Company</field>
+        <field name="model_id" ref="repair.model_repair_order"/>
+        <field name="domain_force">['|', ('company_id', '=', False), ('company_id', 'in', company_ids)]</field>
+        <field name="global" eval="True"/>
+    </record>
+
+    <!-- Field technicians (from fusion_tasks) see only repairs they're assigned to as technician on a linked task.
+         Uses STORED fields (technician_id + additional_technician_ids) - not the computed all_technician_ids.
+
+         NOTE: per-group rules in Odoo are OR'd. A user who is BOTH a field
+         technician AND a Repairs User/Dispatcher/Manager will see all repairs
+         because the permissive Repairs rules below grant access via the OR. -->
+    <record id="rule_repair_order_technician_own" model="ir.rule">
+        <field name="name">Repair Order: Technician sees own repairs</field>
+        <field name="model_id" ref="repair.model_repair_order"/>
+        <field name="domain_force">['|', ('x_fc_technician_task_ids.technician_id', '=', user.id), ('x_fc_technician_task_ids.additional_technician_ids', 'in', [user.id])]</field>
+        <field name="groups" eval="[(4, ref('fusion_tasks.group_field_technician'))]"/>
+        <field name="perm_read" eval="True"/>
+        <field name="perm_write" eval="True"/>
+        <field name="perm_create" eval="False"/>
+        <field name="perm_unlink" eval="False"/>
+    </record>
+
+    <!-- Repairs office users (User / Dispatcher / Manager) see all repairs
+         across companies they have access to. OR'd with the technician rule
+         above so admin / dispatchers who happen to also be in field_technician
+         still see everything. -->
+    <record id="rule_repair_order_repairs_user_full" model="ir.rule">
+        <field name="name">Repair Order: Repairs Office Full Access</field>
+        <field name="model_id" ref="repair.model_repair_order"/>
+        <field name="domain_force">[(1, '=', 1)]</field>
+        <field name="groups" eval="[(4, ref('group_fusion_repairs_user'))]"/>
+        <field name="perm_read" eval="True"/>
+        <field name="perm_write" eval="True"/>
+        <field name="perm_create" eval="True"/>
+        <field name="perm_unlink" eval="False"/>
+    </record>
+    <record id="rule_repair_order_repairs_manager_unlink" model="ir.rule">
+        <field name="name">Repair Order: Repairs Manager Can Delete</field>
+        <field name="model_id" ref="repair.model_repair_order"/>
+        <field name="domain_force">[(1, '=', 1)]</field>
+        <field name="groups" eval="[(4, ref('group_fusion_repairs_manager'))]"/>
+        <field name="perm_read" eval="True"/>
+        <field name="perm_write" eval="True"/>
+        <field name="perm_create" eval="True"/>
+        <field name="perm_unlink" eval="True"/>
+    </record>
+
+    <!-- Repairs office users can read AND schedule technician tasks. This is
+         what makes "office can dispatch / reschedule" work without requiring
+         them to also be in the sales_team groups that fusion_tasks normally
+         keys off of. -->
+    <record id="rule_technician_task_repairs_office" model="ir.rule">
+        <field name="name">Technician Task: Repairs Office Access</field>
+        <field name="model_id" ref="fusion_tasks.model_fusion_technician_task"/>
+        <field name="domain_force">[(1, '=', 1)]</field>
+        <field name="groups" eval="[(4, ref('group_fusion_repairs_user'))]"/>
+        <field name="perm_read" eval="True"/>
+        <field name="perm_write" eval="True"/>
+        <field name="perm_create" eval="True"/>
+        <field name="perm_unlink" eval="False"/>
+    </record>
+    <record id="rule_technician_task_repairs_manager_unlink" model="ir.rule">
+        <field name="name">Technician Task: Repairs Manager Can Delete</field>
+        <field name="model_id" ref="fusion_tasks.model_fusion_technician_task"/>
+        <field name="domain_force">[(1, '=', 1)]</field>
+        <field name="groups" eval="[(4, ref('group_fusion_repairs_manager'))]"/>
+        <field name="perm_read" eval="True"/>
+        <field name="perm_write" eval="True"/>
+        <field name="perm_create" eval="True"/>
+        <field name="perm_unlink" eval="True"/>
+    </record>
+
+    <!-- Intake answer access scoped to repair access -->
+    <record id="rule_repair_intake_answer_company" model="ir.rule">
+        <field name="name">Repair Intake Answer: Multi-Company</field>
+        <field name="model_id" ref="model_fusion_repair_intake_answer"/>
+        <field name="domain_force">['|', ('company_id', '=', False), ('company_id', 'in', company_ids)]</field>
+        <field name="global" eval="True"/>
+    </record>
+
+    <!-- Inspection certs: only manager can edit AFTER issue (everyone else read-only).
+         Visit-report wizard uses sudo() to create new certs from a tech visit. -->
+    <record id="rule_inspection_cert_readonly" model="ir.rule">
+        <field name="name">Inspection Certificate: Read-only for non-managers</field>
+        <field name="model_id" ref="model_fusion_repair_inspection_certificate"/>
+        <field name="domain_force">[(1, '=', 1)]</field>
+        <field name="groups" eval="[(4, ref('group_fusion_repairs_dispatcher'))]"/>
+        <field name="perm_read" eval="True"/>
+        <field name="perm_write" eval="False"/>
+        <field name="perm_create" eval="False"/>
+        <field name="perm_unlink" eval="False"/>
+    </record>
+
+    <!-- Sales Rep Portal: sees only repair orders they submitted -->
+    <record id="rule_repair_order_sales_rep_portal" model="ir.rule">
+        <field name="name">Repair Order: Sales Rep Portal - Own Repairs</field>
+        <field name="model_id" ref="repair.model_repair_order"/>
+        <field name="domain_force">[('x_fc_intake_user_id', '=', user.id)]</field>
+        <field name="groups" eval="[(4, ref('base.group_portal'))]"/>
+        <field name="perm_read" eval="True"/>
+        <field name="perm_write" eval="False"/>
+        <field name="perm_create" eval="False"/>
+        <field name="perm_unlink" eval="False"/>
+    </record>
+
+</odoo>

fusion_repairs/static/src/components/dashboard/dashboard.js

@@ -0,0 +1,149 @@
+/** @odoo-module **/
+// Fusion Repairs dashboard - OWL client action.
+// Uses standalone rpc() from @web/core/network/rpc per project rule #3
+// and useService("action") to navigate to backend act_window actions.
+
+import { Component, useState, onWillStart } from "@odoo/owl";
+import { registry } from "@web/core/registry";
+import { rpc } from "@web/core/network/rpc";
+import { useService } from "@web/core/utils/hooks";
+import { _t } from "@web/core/l10n/translation";
+
+export class FusionRepairsDashboard extends Component {
+    static template = "fusion_repairs.Dashboard";
+    static props = ["*"];
+
+    setup() {
+        this.action = useService("action");
+        this.notification = useService("notification");
+        this.state = useState({
+            loading: true,
+            stats: {},
+            urgency_breakdown: [],
+            source_breakdown: [],
+            recent: [],
+            upcoming: [],
+            portals: {},
+            failures_by_product: [],
+            failures_by_symptom: [],
+            margin_summary: {},
+        });
+
+        onWillStart(async () => {
+            await this._loadData();
+        });
+    }
+
+    async _loadData() {
+        try {
+            const data = await rpc("/web/dataset/call_kw", {
+                model: "fusion.repair.dashboard",
+                method: "get_dashboard_data",
+                args: [],
+                kwargs: {},
+            });
+            this.state.stats = data.stats || {};
+            this.state.urgency_breakdown = data.urgency_breakdown || [];
+            this.state.source_breakdown = data.source_breakdown || [];
+            this.state.recent = data.recent || [];
+            this.state.upcoming = data.upcoming || [];
+            this.state.portals = data.portals || {};
+            this.state.failures_by_product = data.failures_by_product || [];
+            this.state.failures_by_symptom = data.failures_by_symptom || [];
+            this.state.margin_summary = data.margin_summary || {};
+        } catch (e) {
+            this.notification.add(_t("Could not load dashboard data."), {
+                type: "danger",
+            });
+        } finally {
+            this.state.loading = false;
+        }
+    }
+
+    async refresh() {
+        this.state.loading = true;
+        await this._loadData();
+    }
+
+    openAction(xmlId, extraContext) {
+        return this.action.doAction(xmlId, {
+            additionalContext: extraContext || {},
+        });
+    }
+
+    openWizard() {
+        return this.action.doAction("fusion_repairs.action_open_repair_intake_wizard");
+    }
+
+    openRepair(repairId) {
+        return this.action.doAction({
+            type: "ir.actions.act_window",
+            res_model: "repair.order",
+            res_id: repairId,
+            views: [[false, "form"]],
+            target: "current",
+        });
+    }
+
+    openContract(contractId) {
+        return this.action.doAction({
+            type: "ir.actions.act_window",
+            res_model: "fusion.repair.maintenance.contract",
+            res_id: contractId,
+            views: [[false, "form"]],
+            target: "current",
+        });
+    }
+
+    openUrl(url) {
+        if (url) {
+            window.open(url, "_blank", "noopener");
+        }
+    }
+
+    async copyUrl(url) {
+        if (!url) return;
+        try {
+            await navigator.clipboard.writeText(url);
+            this.notification.add(_t("Copied to clipboard."), { type: "success" });
+        } catch (e) {
+            this.notification.add(_t("Could not copy URL. Select and copy manually."), {
+                type: "warning",
+            });
+        }
+    }
+
+    formatDate(value) {
+        if (!value) return "";
+        return value.slice(0, 10);
+    }
+
+    formatMoney(value) {
+        const v = Number(value || 0);
+        return v.toLocaleString("en-CA", {
+            style: "currency",
+            currency: "CAD",
+            maximumFractionDigits: 0,
+        });
+    }
+
+    formatPercent(value) {
+        const v = Number(value || 0);
+        return `${v.toFixed(1)}%`;
+    }
+
+    urgencyPillClass(urgency) {
+        if (urgency === "safety") return "fr-pill fr-pill-safety";
+        if (urgency === "urgent") return "fr-pill fr-pill-urgent";
+        return "fr-pill fr-pill-normal";
+    }
+
+    urgencyLabel(urgency) {
+        const map = { safety: "Safety", urgent: "Urgent", normal: "Normal" };
+        return map[urgency] || "Normal";
+    }
+}
+
+registry
+    .category("actions")
+    .add("fusion_repairs.dashboard", FusionRepairsDashboard);

fusion_repairs/static/src/components/dashboard/dashboard.xml

@@ -0,0 +1,341 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<templates xml:space="preserve">
+
+    <t t-name="fusion_repairs.Dashboard">
+        <div class="o_fusion_repairs_dashboard">
+
+            <!-- Loading state -->
+            <div t-if="state.loading" class="fr-loading">
+                <i class="fa fa-spinner fa-spin fa-2x"/>
+                <div class="mt-3">Loading dashboard...</div>
+            </div>
+
+            <!-- Loaded -->
+            <t t-if="!state.loading">
+
+                <!-- Hero header -->
+                <div class="fr-hero">
+                    <h1>Fusion Repairs</h1>
+                    <p>Service calls, technician dispatch, maintenance and self-service in one place.</p>
+                </div>
+
+                <!-- Quick actions -->
+                <div class="fr-section-title">Quick Actions</div>
+                <div class="fr-grid fr-grid-actions">
+                    <button class="fr-action fr-action-primary"
+                            t-on-click="() => this.openWizard()">
+                        <span class="fr-action-icon"><i class="fa fa-plus-circle"/></span>
+                        <span class="fr-action-text">
+                            <span class="fr-action-title">New Service Call</span>
+                            <span class="fr-action-sub">Open the guided intake wizard</span>
+                        </span>
+                    </button>
+
+                    <button class="fr-action"
+                            t-on-click="() => this.openAction('fusion_repairs.action_fusion_repair_dashboard')">
+                        <span class="fr-action-icon"><i class="fa fa-th-large"/></span>
+                        <span class="fr-action-text">
+                            <span class="fr-action-title">Service Calls</span>
+                            <span class="fr-action-sub">Kanban of every repair</span>
+                        </span>
+                    </button>
+
+                    <button class="fr-action"
+                            t-on-click="() => this.openAction('fusion_repairs.action_maintenance_contract')">
+                        <span class="fr-action-icon"><i class="fa fa-calendar-check-o"/></span>
+                        <span class="fr-action-text">
+                            <span class="fr-action-title">Maintenance Contracts</span>
+                            <span class="fr-action-sub">
+                                <t t-out="state.stats.maintenance_active_total"/> active
+                            </span>
+                        </span>
+                    </button>
+
+                    <button class="fr-action"
+                            t-on-click="() => this.openAction('fusion_repairs.action_repair_warranty_coverage')">
+                        <span class="fr-action-icon"><i class="fa fa-shield"/></span>
+                        <span class="fr-action-text">
+                            <span class="fr-action-title">Repair Warranties</span>
+                            <span class="fr-action-sub">Our 30 / 90-day coverage</span>
+                        </span>
+                    </button>
+                </div>
+
+                <!-- KPI tiles -->
+                <div class="fr-section-title">Right Now</div>
+                <div class="fr-grid fr-grid-stats">
+                    <div class="fr-stat fr-stat-accent"
+                         t-on-click="() => this.openAction('fusion_repairs.action_fusion_repair_dashboard', {search_default_open: 1})"
+                         style="cursor:pointer;">
+                        <span class="fr-stat-label">Open Service Calls</span>
+                        <span class="fr-stat-value"><t t-out="state.stats.open_count or 0"/></span>
+                        <span class="fr-stat-sub">Not yet closed</span>
+                    </div>
+                    <div class="fr-stat fr-stat-danger"
+                         t-on-click="() => this.openAction('fusion_repairs.action_fusion_repair_dashboard', {search_default_safety: 1, search_default_urgent: 1, search_default_open: 1})"
+                         style="cursor:pointer;">
+                        <span class="fr-stat-label">Urgent + Safety</span>
+                        <span class="fr-stat-value"><t t-out="state.stats.urgent_count or 0"/></span>
+                        <span class="fr-stat-sub">High-priority queue</span>
+                    </div>
+                    <div class="fr-stat fr-stat-warning"
+                         t-on-click="() => this.openAction('fusion_repairs.action_fusion_repair_dashboard', {search_default_open: 1})"
+                         style="cursor:pointer;">
+                        <span class="fr-stat-label">Awaiting Dispatch</span>
+                        <span class="fr-stat-value"><t t-out="state.stats.awaiting_dispatch or 0"/></span>
+                        <span class="fr-stat-sub">No technician task yet</span>
+                    </div>
+                    <div class="fr-stat fr-stat-warning"
+                         t-on-click="() => this.openAction('fusion_repairs.action_fusion_repair_dashboard', {search_default_open: 1})"
+                         style="cursor:pointer;">
+                        <span class="fr-stat-label">Needs Re-Quote</span>
+                        <span class="fr-stat-value"><t t-out="state.stats.requires_requote or 0"/></span>
+                        <span class="fr-stat-sub">Over variance threshold</span>
+                    </div>
+                    <div class="fr-stat fr-stat-accent"
+                         t-on-click="() => this.openAction('fusion_repairs.action_fusion_repair_dashboard', {search_default_week: 1})"
+                         style="cursor:pointer;">
+                        <span class="fr-stat-label">New This Month</span>
+                        <span class="fr-stat-value"><t t-out="state.stats.new_this_month or 0"/></span>
+                        <span class="fr-stat-sub">Across all intake surfaces</span>
+                    </div>
+                    <div class="fr-stat fr-stat-success"
+                         t-on-click="() => this.openAction('fusion_repairs.action_maintenance_contract')"
+                         style="cursor:pointer;">
+                        <span class="fr-stat-label">Maintenance Due (30d)</span>
+                        <span class="fr-stat-value"><t t-out="state.stats.maintenance_due_30d or 0"/></span>
+                        <span class="fr-stat-sub">Contracts to ring this month</span>
+                    </div>
+                </div>
+
+                <!-- Self-service portals to share -->
+                <div class="fr-section-title">Self-Service Portals</div>
+                <div class="fr-grid fr-grid-portals">
+                    <div class="fr-portal">
+                        <div class="fr-portal-head">
+                            <i class="fa fa-globe"/> Public Client Portal
+                        </div>
+                        <div class="fr-portal-sub">
+                            Share this link in your voicemail or on equipment QR stickers.
+                            Clients can submit a service request 24/7 without logging in.
+                        </div>
+                        <div class="fr-portal-url" t-out="state.portals.client_portal_url"/>
+                        <div class="fr-portal-actions">
+                            <button class="btn btn-primary btn-sm"
+                                    t-on-click="() => this.openUrl(state.portals.client_portal_url)">
+                                <i class="fa fa-external-link me-1"/> Open
+                            </button>
+                            <button class="btn btn-light btn-sm"
+                                    t-on-click="() => this.copyUrl(state.portals.client_portal_url)">
+                                <i class="fa fa-clipboard me-1"/> Copy
+                            </button>
+                        </div>
+                    </div>
+
+                    <div class="fr-portal">
+                        <div class="fr-portal-head">
+                            <i class="fa fa-mobile"/> Sales Rep Portal
+                        </div>
+                        <div class="fr-portal-sub">
+                            Mobile-friendly intake form for sales reps in the field.
+                            Sales reps with portal access only see repairs they submitted.
+                        </div>
+                        <div class="fr-portal-url" t-out="state.portals.sales_rep_portal_url"/>
+                        <div class="fr-portal-actions">
+                            <button class="btn btn-primary btn-sm"
+                                    t-on-click="() => this.openUrl(state.portals.sales_rep_portal_url)">
+                                <i class="fa fa-external-link me-1"/> Open
+                            </button>
+                            <button class="btn btn-light btn-sm"
+                                    t-on-click="() => this.copyUrl(state.portals.sales_rep_portal_url)">
+                                <i class="fa fa-clipboard me-1"/> Copy
+                            </button>
+                        </div>
+                    </div>
+                </div>
+
+                <!-- Recent + Upcoming -->
+                <div class="fr-section-title">Activity</div>
+                <div class="fr-grid fr-grid-lists">
+                    <div class="fr-list">
+                        <h3><i class="fa fa-clock-o me-2"/>Recent Service Calls</h3>
+                        <t t-if="state.recent.length === 0">
+                            <div class="fr-list-empty">No service calls yet</div>
+                        </t>
+                        <t t-foreach="state.recent" t-as="r" t-key="r.id">
+                            <div class="fr-list-row" t-on-click="() => this.openRepair(r.id)">
+                                <div class="fr-list-main">
+                                    <span class="fr-list-title">
+                                        <t t-out="r.name"/>
+                                        <span t-att-class="urgencyPillClass(r.urgency)" class="ms-2">
+                                            <t t-out="urgencyLabel(r.urgency)"/>
+                                        </span>
+                                    </span>
+                                    <span class="fr-list-sub">
+                                        <t t-out="r.partner_name"/>
+                                        <t t-if="r.category"> &#183; <t t-out="r.category"/></t>
+                                    </span>
+                                </div>
+                                <span class="fr-list-meta">
+                                    <span class="fr-pill fr-pill-state"><t t-out="r.state_label"/></span>
+                                </span>
+                            </div>
+                        </t>
+                    </div>
+
+                    <div class="fr-list">
+                        <h3><i class="fa fa-calendar me-2"/>Upcoming Maintenance</h3>
+                        <t t-if="state.upcoming.length === 0">
+                            <div class="fr-list-empty">No upcoming maintenance</div>
+                        </t>
+                        <t t-foreach="state.upcoming" t-as="c" t-key="c.id">
+                            <div class="fr-list-row" t-on-click="() => this.openContract(c.id)">
+                                <div class="fr-list-main">
+                                    <span class="fr-list-title">
+                                        <t t-out="c.name"/>
+                                        <t t-if="c.days_until !== undefined and c.days_until &lt;= 7">
+                                            <span class="fr-pill fr-pill-urgent ms-2">
+                                                <t t-out="c.days_until"/>d
+                                            </span>
+                                        </t>
+                                    </span>
+                                    <span class="fr-list-sub">
+                                        <t t-out="c.partner_name"/> &#183; <t t-out="c.product_name"/>
+                                    </span>
+                                </div>
+                                <span class="fr-list-meta">
+                                    <t t-out="formatDate(c.next_due_date)"/>
+                                </span>
+                            </div>
+                        </t>
+                    </div>
+                </div>
+
+                <!-- Analytics (M7 + M9) -->
+                <div class="fr-section-title">Last 90 Days</div>
+                <div class="fr-grid fr-grid-lists">
+                    <div class="fr-list">
+                        <h3><i class="fa fa-line-chart me-2"/>Margin Summary</h3>
+                        <t t-if="!state.margin_summary or !state.margin_summary.sample_size">
+                            <div class="fr-list-empty">No data yet for the last 90 days</div>
+                        </t>
+                        <t t-if="state.margin_summary and state.margin_summary.sample_size">
+                            <div class="fr-list-row">
+                                <div class="fr-list-main">
+                                    <span class="fr-list-title">Revenue</span>
+                                    <span class="fr-list-sub">Posted invoices on repair SOs</span>
+                                </div>
+                                <span class="fr-list-meta">
+                                    <t t-out="formatMoney(state.margin_summary.revenue)"/>
+                                </span>
+                            </div>
+                            <div class="fr-list-row">
+                                <div class="fr-list-main">
+                                    <span class="fr-list-title">Labour Cost</span>
+                                    <span class="fr-list-sub">Hours x tech cost rate</span>
+                                </div>
+                                <span class="fr-list-meta">
+                                    - <t t-out="formatMoney(state.margin_summary.labour_cost)"/>
+                                </span>
+                            </div>
+                            <div class="fr-list-row">
+                                <div class="fr-list-main">
+                                    <span class="fr-list-title">Parts Cost</span>
+                                    <span class="fr-list-sub">Standard price of consumed parts</span>
+                                </div>
+                                <span class="fr-list-meta">
+                                    - <t t-out="formatMoney(state.margin_summary.parts_cost)"/>
+                                </span>
+                            </div>
+                            <div class="fr-list-row" style="border-top:2px solid #d8dadd;">
+                                <div class="fr-list-main">
+                                    <span class="fr-list-title">Margin</span>
+                                    <span class="fr-list-sub">
+                                        <t t-out="formatPercent(state.margin_summary.margin_pct)"/>
+                                        on <t t-out="state.margin_summary.sample_size"/> repairs
+                                    </span>
+                                </div>
+                                <span class="fr-list-meta" style="font-weight:600;">
+                                    <t t-out="formatMoney(state.margin_summary.margin)"/>
+                                </span>
+                            </div>
+                        </t>
+                    </div>
+
+                    <div class="fr-list">
+                        <h3><i class="fa fa-bar-chart me-2"/>Failure Rate by Product</h3>
+                        <t t-if="state.failures_by_product.length === 0">
+                            <div class="fr-list-empty">No repairs in the last 90 days</div>
+                        </t>
+                        <t t-foreach="state.failures_by_product" t-as="p" t-key="p.product_id">
+                            <div class="fr-list-row">
+                                <div class="fr-list-main">
+                                    <span class="fr-list-title"><t t-out="p.product_name"/></span>
+                                </div>
+                                <span class="fr-list-meta">
+                                    <t t-out="p.repair_count"/>
+                                </span>
+                            </div>
+                        </t>
+                    </div>
+                </div>
+
+                <div class="fr-grid fr-grid-lists">
+                    <div class="fr-list">
+                        <h3><i class="fa fa-tags me-2"/>Failure Rate by Symptom</h3>
+                        <t t-if="state.failures_by_symptom.length === 0">
+                            <div class="fr-list-empty">No symptoms tagged in the last 90 days</div>
+                        </t>
+                        <t t-foreach="state.failures_by_symptom" t-as="s" t-key="s.symptom">
+                            <div class="fr-list-row">
+                                <div class="fr-list-main">
+                                    <span class="fr-list-title"><t t-out="s.symptom"/></span>
+                                </div>
+                                <span class="fr-list-meta">
+                                    <t t-out="s.repair_count"/>
+                                </span>
+                            </div>
+                        </t>
+                    </div>
+                </div>
+
+                <!-- Configuration -->
+                <div class="fr-section-title">Configuration</div>
+                <div class="fr-grid fr-grid-config">
+                    <button class="fr-action"
+                            t-on-click="() => this.openAction('fusion_repairs.action_repair_product_category')">
+                        <span class="fr-action-icon"><i class="fa fa-tags"/></span>
+                        <span class="fr-action-text">
+                            <span class="fr-action-title">Equipment Categories</span>
+                            <span class="fr-action-sub">Hospital beds, stairlifts...</span>
+                        </span>
+                    </button>
+                    <button class="fr-action"
+                            t-on-click="() => this.openAction('fusion_repairs.action_repair_intake_template')">
+                        <span class="fr-action-icon"><i class="fa fa-question-circle"/></span>
+                        <span class="fr-action-text">
+                            <span class="fr-action-title">Intake Templates</span>
+                            <span class="fr-action-sub">Question banks per category</span>
+                        </span>
+                    </button>
+                    <button class="fr-action"
+                            t-on-click="() => this.openAction('fusion_repairs.action_repair_service_catalog')">
+                        <span class="fr-action-icon"><i class="fa fa-wrench"/></span>
+                        <span class="fr-action-text">
+                            <span class="fr-action-title">Service Catalogue</span>
+                            <span class="fr-action-sub">Auto-match + estimated cost</span>
+                        </span>
+                    </button>
+                </div>
+
+                <div class="mt-4 text-end">
+                    <button class="btn btn-sm btn-light" t-on-click="() => this.refresh()">
+                        <i class="fa fa-refresh me-1"/> Refresh
+                    </button>
+                </div>
+
+            </t>
+        </div>
+    </t>
+
+</templates>

fusion_repairs/static/src/js/portal_client_repair.js

@@ -0,0 +1,173 @@
+/** @odoo-module **/
+/*
+ * Public client repair portal - frontend interactions.
+ *
+ *   B3 phone lookup -> POST /repair/lookup_phone (jsonrpc); pre-fills the form
+ *   B2 AI self-check -> POST /repair/self_check (jsonrpc); renders 1-3 steps
+ *
+ * Uses Odoo 19's Interaction class. All DOM building uses createElement +
+ * textContent (never innerHTML) so untrusted server output cannot inject markup.
+ */
+import { Interaction } from "@web/public/interaction";
+import { registry } from "@web/core/registry";
+import { rpc } from "@web/core/network/rpc";
+
+function el(tag, className, text) {
+    const e = document.createElement(tag);
+    if (className) e.className = className;
+    if (text != null) e.textContent = text;
+    return e;
+}
+
+export class FusionRepairsClientForm extends Interaction {
+    static selector = "form[data-fr-client-form='1']";
+
+    dynamicContent = {
+        "#fr_lookup_btn": { "t-on-click.prevent": this.onLookup.bind(this) },
+        "#fr_selfcheck_btn": { "t-on-click.prevent": this.onSelfCheck.bind(this) },
+    };
+
+    setup() {
+        this.lookupResult = this.el.querySelector("#fr_lookup_result");
+        this.selfCheckResult = this.el.querySelector("#fr_selfcheck_result");
+    }
+
+    // ------------------------------------------------------------------
+    // B3: phone lookup - pre-fill the form for returning clients
+    // ------------------------------------------------------------------
+    async onLookup() {
+        const phoneEl = this.el.querySelector("#fr_lookup_phone");
+        const phone = (phoneEl?.value || "").trim();
+        if (!phone) {
+            this.renderLookupMsg("alert-warning", "Enter a phone number first.");
+            return;
+        }
+        this.renderLookupMsg("alert-info", "Looking you up...");
+        let result;
+        try {
+            result = await rpc("/repair/lookup_phone", { phone });
+        } catch (err) {
+            this.renderLookupMsg("alert-warning",
+                "Lookup failed. Please fill the form below as usual.");
+            return;
+        }
+        if (result && result.error === "rate_limited") {
+            this.renderLookupMsg("alert-warning",
+                "Too many lookups from your location - please fill the form below.");
+            return;
+        }
+        const partners = (result && result.partners) || [];
+        if (partners.length === 0) {
+            this.renderLookupMsg("alert-secondary",
+                "We don't have a match yet. Please fill in the form below.");
+            return;
+        }
+        const p = partners[0];
+        this.el.querySelector("#fr_client_name").value = p.name || "";
+        this.el.querySelector("#fr_client_phone").value = phone;
+        if (p.email) this.el.querySelector("#fr_client_email").value = p.email;
+        if (p.street) this.el.querySelector("#fr_client_street").value = p.street;
+        if (p.city) this.el.querySelector("#fr_client_city").value = p.city;
+        this.el.querySelector("#fr_known_partner_id").value = p.id;
+        this.renderLookupMsg("alert-success",
+            `Welcome back! We've pre-filled your contact details. (Account: ${p.name})`);
+    }
+
+    renderLookupMsg(cls, text) {
+        if (!this.lookupResult) return;
+        this.lookupResult.replaceChildren(el("div", `alert ${cls} mb-0 mt-2`, text));
+    }
+
+    // ------------------------------------------------------------------
+    // B2: AI self-check
+    // ------------------------------------------------------------------
+    async onSelfCheck() {
+        const categoryId = parseInt(this.el.querySelector("#fr_category_id")?.value, 10);
+        const symptoms = (this.el.querySelector("#fr_issue_summary")?.value || "").trim();
+        if (!categoryId) {
+            this.renderSelfCheckMsg("alert-warning", "Pick the equipment category first.");
+            return;
+        }
+        if (!symptoms) {
+            this.renderSelfCheckMsg("alert-warning",
+                "Please describe what's wrong first (Step 3).");
+            return;
+        }
+        this.renderSelfCheckMsg("alert-info", "Looking up safe self-check steps...");
+        let result;
+        try {
+            result = await rpc("/repair/self_check", {
+                category_id: categoryId,
+                symptoms: [symptoms],
+                urgency: this.el.querySelector("[name='urgency']")?.value || "normal",
+            });
+        } catch (err) {
+            this.renderSelfCheckMsg("alert-warning",
+                "Couldn't check right now. Please go ahead and submit the form.");
+            return;
+        }
+        if (result && result.error === "rate_limited") {
+            this.renderSelfCheckMsg("alert-warning",
+                "Too many requests from your location. Please submit the form.");
+            return;
+        }
+        this.renderSelfCheckResult(result);
+    }
+
+    renderSelfCheckMsg(cls, text) {
+        if (!this.selfCheckResult) return;
+        this.selfCheckResult.replaceChildren(el("div", `alert ${cls}`, text));
+    }
+
+    renderSelfCheckResult(result) {
+        if (!this.selfCheckResult) return;
+        const children = [];
+        if (!result) {
+            this.selfCheckResult.replaceChildren();
+            return;
+        }
+        const card = el("div", "card border-info");
+        const body = el("div", "card-body");
+
+        if (result.escalate_immediately) {
+            const alert = el("div", "alert alert-warning mb-2");
+            const strong = el("strong", null,
+                "Please submit the form below. ");
+            const tail = document.createTextNode(
+                "Based on what you described, this isn't something to try fixing yourself. " +
+                "Our technician will help you.");
+            alert.append(strong, tail);
+            body.appendChild(alert);
+        } else {
+            body.appendChild(el("p", "text-muted small mb-3",
+                "Here are a few safe things you can try in under 2 minutes. " +
+                "If they don't help, submit the form below and we'll come to you."));
+            (result.steps || []).forEach((step, idx) => {
+                const stepWrap = el("div", "mb-3 p-2 border-start border-3 border-info");
+                stepWrap.appendChild(el("div", "fw-bold",
+                    `${idx + 1}. ${step.instruction}`));
+                if (step.expected_result) {
+                    stepWrap.appendChild(el("div", "small text-muted",
+                        `Expected result: ${step.expected_result}`));
+                }
+                if (step.safety_note) {
+                    stepWrap.appendChild(el("div", "small text-danger mt-1",
+                        `Safety: ${step.safety_note}`));
+                }
+                body.appendChild(stepWrap);
+            });
+        }
+        if (result.disclaimer) {
+            body.appendChild(el("div", "small text-muted fst-italic mt-2",
+                result.disclaimer));
+        }
+        card.appendChild(body);
+        children.push(card);
+        this.selfCheckResult.replaceChildren(...children);
+    }
+}
+
+registry.category("public.interactions").add(
+    "fusion_repairs.client_form",
+    FusionRepairsClientForm,
+);

fusion_repairs/static/src/js/portal_repair_intake.js

@@ -0,0 +1,107 @@
+/** @odoo-module **/
+// Sales rep portal - new service call form interactions.
+// Uses Odoo 19 public Interaction class per project frontend rules
+// (NOT IIFE / DOMContentLoaded). Uses only safe DOM construction
+// (textContent + createElement) - no innerHTML, no XSS risk.
+
+import { Interaction } from "@web/public/interaction";
+import { registry } from "@web/core/registry";
+import { rpc } from "@web/core/network/rpc";
+
+export class SalesRepRepairIntake extends Interaction {
+    static selector = ".o_fusion_repairs_portal";
+
+    dynamicContent = {
+        "#partner_search": {
+            "t-on-input": this._onPartnerSearchInput,
+        },
+    };
+
+    setup() {
+        this._partnerSearchTimer = null;
+    }
+
+    _onPartnerSearchInput(ev) {
+        const query = (ev.target.value || "").trim();
+        if (this._partnerSearchTimer) {
+            clearTimeout(this._partnerSearchTimer);
+        }
+        if (query.length < 3) {
+            this._renderMatches([]);
+            return;
+        }
+        this._partnerSearchTimer = setTimeout(async () => {
+            try {
+                const result = await rpc("/my/repair/lookup_partner", { query });
+                this._renderMatches(result.matches || []);
+            } catch (e) {
+                this._renderMatches([]);
+            }
+        }, 250);
+    }
+
+    _renderMatches(matches) {
+        const list = document.getElementById("partner_matches");
+        if (!list) {
+            return;
+        }
+        while (list.firstChild) {
+            list.removeChild(list.firstChild);
+        }
+        for (const m of matches) {
+            list.appendChild(this._buildMatchItem(m));
+        }
+    }
+
+    _buildMatchItem(m) {
+        const item = document.createElement("button");
+        item.type = "button";
+        item.className = "list-group-item list-group-item-action text-start";
+
+        const nameStrong = document.createElement("strong");
+        nameStrong.textContent = m.name || "";
+        item.appendChild(nameStrong);
+
+        if (m.phone) {
+            const phone = document.createElement("span");
+            phone.className = "text-muted ms-2";
+            phone.textContent = m.phone;
+            item.appendChild(phone);
+        }
+
+        if (m.repair_count) {
+            const badge = document.createElement("span");
+            badge.className = "badge bg-secondary ms-2";
+            badge.textContent = `${m.repair_count} repair(s)`;
+            item.appendChild(badge);
+        }
+
+        if (m.street) {
+            const addr = document.createElement("div");
+            addr.className = "small text-muted";
+            addr.textContent = [m.street, m.city].filter(Boolean).join(", ");
+            item.appendChild(addr);
+        }
+
+        item.addEventListener("click", () => this._selectPartner(m));
+        return item;
+    }
+
+    _selectPartner(m) {
+        document.getElementById("partner_id_input").value = m.id;
+        document.getElementById("partner_selected_name").textContent =
+            m.name + (m.phone ? ` (${m.phone})` : "");
+        document
+            .getElementById("partner_selected")
+            .classList.remove("d-none");
+        const list = document.getElementById("partner_matches");
+        while (list.firstChild) {
+            list.removeChild(list.firstChild);
+        }
+        document.getElementById("partner_search").value = m.name;
+    }
+}
+
+registry
+    .category("public.interactions")
+    .add("fusion_repairs.sales_rep_intake", SalesRepRepairIntake);

fusion_repairs/static/src/scss/_fr_tokens.scss

@@ -0,0 +1,63 @@
+// Fusion Repairs design tokens.
+// Compile-time branching on $o-webclient-color-scheme makes the SAME SCSS file
+// produce different values for the light bundle (web.assets_backend) and the
+// dark bundle (web.assets_web_dark). Each token is wrapped in a CSS custom
+// property so runtime overrides are still possible if ever needed.
+//
+// IMPORTANT: do NOT @import this file - per project Odoo 19 rule, register
+// it as a separate entry in web.assets_backend BEFORE dashboard.scss so the
+// variables are in scope when the dashboard file is compiled.
+
+$o-webclient-color-scheme: bright !default;
+
+// Default (light) palette.
+$_fr-page-hex: #f3f4f6;
+$_fr-card-hex: #ffffff;
+$_fr-card-elevated-hex: #ffffff;
+$_fr-border-hex: #d8dadd;
+$_fr-border-soft-hex: #e5e7eb;
+$_fr-text-hex: #1f2937;
+$_fr-muted-hex: #6b7280;
+$_fr-accent-hex: #2b6cb0;
+$_fr-success-hex: #16a34a;
+$_fr-warning-hex: #d97706;
+$_fr-danger-hex: #dc2626;
+$_fr-info-bg-hex: #eff6ff;
+$_fr-success-bg-hex: #ecfdf5;
+$_fr-warning-bg-hex: #fffbeb;
+$_fr-danger-bg-hex: #fef2f2;
+
+@if $o-webclient-color-scheme == dark {
+    $_fr-page-hex: #14181d !global;
+    $_fr-card-hex: #1f242b !global;
+    $_fr-card-elevated-hex: #262c34 !global;
+    $_fr-border-hex: #2d333b !global;
+    $_fr-border-soft-hex: #242a31 !global;
+    $_fr-text-hex: #e6e8eb !global;
+    $_fr-muted-hex: #9aa3ad !global;
+    $_fr-accent-hex: #60a5fa !global;
+    $_fr-success-hex: #34d399 !global;
+    $_fr-warning-hex: #fbbf24 !global;
+    $_fr-danger-hex: #f87171 !global;
+    $_fr-info-bg-hex: #1e3a5f !global;
+    $_fr-success-bg-hex: #14342a !global;
+    $_fr-warning-bg-hex: #3b2f15 !global;
+    $_fr-danger-bg-hex: #3c1d1d !global;
+}
+
+// CSS-variable-wrapped tokens. Use these everywhere in dashboard.scss.
+$fr-page: var(--fr-page-bg, #{$_fr-page-hex});
+$fr-card: var(--fr-card-bg, #{$_fr-card-hex});
+$fr-card-elevated: var(--fr-card-elevated-bg, #{$_fr-card-elevated-hex});
+$fr-border: var(--fr-border, #{$_fr-border-hex});
+$fr-border-soft: var(--fr-border-soft, #{$_fr-border-soft-hex});
+$fr-text: var(--fr-text, #{$_fr-text-hex});
+$fr-muted: var(--fr-muted, #{$_fr-muted-hex});
+$fr-accent: var(--fr-accent, #{$_fr-accent-hex});
+$fr-success: var(--fr-success, #{$_fr-success-hex});
+$fr-warning: var(--fr-warning, #{$_fr-warning-hex});
+$fr-danger: var(--fr-danger, #{$_fr-danger-hex});
+$fr-info-bg: var(--fr-info-bg, #{$_fr-info-bg-hex});
+$fr-success-bg: var(--fr-success-bg, #{$_fr-success-bg-hex});
+$fr-warning-bg: var(--fr-warning-bg, #{$_fr-warning-bg-hex});
+$fr-danger-bg: var(--fr-danger-bg, #{$_fr-danger-bg-hex});

fusion_repairs/static/src/scss/dashboard.scss

@@ -0,0 +1,323 @@
+// Fusion Repairs dashboard.
+// Uses tokens from _fr_tokens.scss (registered first in the bundle).
+// Three-layer contrast: page (grayest) -> section -> card (brightest).
+
+.o_fusion_repairs_dashboard {
+    background-color: $fr-page;
+    color: $fr-text;
+    // Fill the action manager AND scroll vertically. min-height/100vh broke
+    // scrolling because it bypassed the parent's flex sizing.
+    height: 100%;
+    overflow-y: auto;
+    overflow-x: hidden;
+    padding: 24px;
+
+    .fr-hero {
+        background: linear-gradient(135deg, $fr-accent 0%, color-mix(in srgb, $fr-accent 60%, $fr-success) 100%);
+        color: #ffffff;
+        border-radius: 12px;
+        padding: 28px 32px;
+        margin-bottom: 24px;
+        display: flex;
+        flex-direction: column;
+        gap: 6px;
+
+        h1 {
+            font-size: 26px;
+            font-weight: 700;
+            margin: 0;
+            color: #ffffff;
+        }
+        p {
+            opacity: 0.9;
+            margin: 0;
+            color: #ffffff;
+        }
+    }
+
+    .fr-section-title {
+        font-size: 12px;
+        font-weight: 600;
+        text-transform: uppercase;
+        letter-spacing: 0.6px;
+        color: $fr-muted;
+        margin: 24px 0 12px 0;
+    }
+
+    .fr-grid {
+        display: grid;
+        gap: 16px;
+        margin-bottom: 8px;
+
+        &.fr-grid-stats {
+            grid-template-columns: repeat(auto-fit, minmax(180px, 1fr));
+        }
+        &.fr-grid-actions {
+            grid-template-columns: repeat(auto-fit, minmax(220px, 1fr));
+        }
+        &.fr-grid-portals {
+            grid-template-columns: repeat(auto-fit, minmax(280px, 1fr));
+        }
+        &.fr-grid-config {
+            grid-template-columns: repeat(auto-fit, minmax(180px, 1fr));
+        }
+        &.fr-grid-lists {
+            grid-template-columns: repeat(auto-fit, minmax(360px, 1fr));
+        }
+    }
+
+    .fr-stat {
+        background-color: $fr-card;
+        border: 1px solid $fr-border;
+        border-radius: 10px;
+        padding: 18px 20px;
+        display: flex;
+        flex-direction: column;
+        gap: 4px;
+        transition: transform 0.15s ease, box-shadow 0.15s ease;
+
+        &:hover {
+            transform: translateY(-2px);
+            box-shadow: 0 4px 12px rgba(0, 0, 0, 0.06);
+        }
+
+        .fr-stat-label {
+            font-size: 12px;
+            font-weight: 600;
+            text-transform: uppercase;
+            letter-spacing: 0.4px;
+            color: $fr-muted;
+        }
+        .fr-stat-value {
+            font-size: 32px;
+            font-weight: 700;
+            line-height: 1.1;
+            color: $fr-text;
+        }
+        .fr-stat-sub {
+            font-size: 12px;
+            color: $fr-muted;
+        }
+
+        &.fr-stat-accent .fr-stat-value { color: $fr-accent; }
+        &.fr-stat-warning .fr-stat-value { color: $fr-warning; }
+        &.fr-stat-danger .fr-stat-value { color: $fr-danger; }
+        &.fr-stat-success .fr-stat-value { color: $fr-success; }
+    }
+
+    .fr-action {
+        background-color: $fr-card;
+        border: 1px solid $fr-border;
+        border-radius: 10px;
+        padding: 18px 20px;
+        cursor: pointer;
+        text-align: left;
+        display: flex;
+        align-items: center;
+        gap: 14px;
+        color: $fr-text;
+        font: inherit;
+        transition: transform 0.15s ease, border-color 0.15s ease, box-shadow 0.15s ease;
+
+        &:hover {
+            transform: translateY(-2px);
+            border-color: $fr-accent;
+            box-shadow: 0 4px 14px rgba(0, 0, 0, 0.08);
+        }
+
+        .fr-action-icon {
+            width: 44px;
+            height: 44px;
+            min-width: 44px;
+            border-radius: 8px;
+            display: inline-flex;
+            align-items: center;
+            justify-content: center;
+            background-color: $fr-info-bg;
+            color: $fr-accent;
+            font-size: 18px;
+        }
+        .fr-action-text {
+            display: flex;
+            flex-direction: column;
+            gap: 2px;
+            min-width: 0;
+        }
+        .fr-action-title {
+            font-weight: 600;
+            font-size: 14px;
+            color: $fr-text;
+        }
+        .fr-action-sub {
+            font-size: 12px;
+            color: $fr-muted;
+        }
+
+        &.fr-action-primary {
+            background: linear-gradient(135deg, $fr-accent 0%, color-mix(in srgb, $fr-accent 65%, $fr-success) 100%);
+            border-color: transparent;
+            color: #ffffff;
+
+            .fr-action-icon {
+                background-color: rgba(255, 255, 255, 0.18);
+                color: #ffffff;
+            }
+            .fr-action-title,
+            .fr-action-sub {
+                color: #ffffff;
+            }
+            .fr-action-sub { opacity: 0.85; }
+
+            &:hover { box-shadow: 0 6px 18px rgba(0, 0, 0, 0.18); }
+        }
+    }
+
+    .fr-portal {
+        background-color: $fr-card;
+        border: 1px solid $fr-border;
+        border-radius: 10px;
+        padding: 18px 20px;
+        display: flex;
+        flex-direction: column;
+        gap: 10px;
+
+        .fr-portal-head {
+            display: flex;
+            align-items: center;
+            gap: 10px;
+            font-weight: 600;
+            font-size: 14px;
+
+            i {
+                color: $fr-accent;
+            }
+        }
+        .fr-portal-sub {
+            font-size: 12px;
+            color: $fr-muted;
+        }
+        .fr-portal-url {
+            background-color: $fr-info-bg;
+            color: $fr-text;
+            padding: 6px 10px;
+            border-radius: 6px;
+            font-family: ui-monospace, "SF Mono", Menlo, monospace;
+            font-size: 12px;
+            word-break: break-all;
+        }
+        .fr-portal-actions {
+            display: flex;
+            gap: 8px;
+            margin-top: 4px;
+
+            .btn {
+                font-size: 12px;
+                padding: 6px 12px;
+            }
+        }
+    }
+
+    .fr-list {
+        background-color: $fr-card;
+        border: 1px solid $fr-border;
+        border-radius: 10px;
+        padding: 18px 20px;
+
+        h3 {
+            font-size: 14px;
+            font-weight: 600;
+            margin: 0 0 12px 0;
+            color: $fr-text;
+        }
+        .fr-list-row {
+            display: flex;
+            justify-content: space-between;
+            align-items: center;
+            padding: 10px 0;
+            border-top: 1px solid $fr-border-soft;
+            cursor: pointer;
+            gap: 12px;
+
+            &:first-of-type {
+                border-top: none;
+            }
+            &:hover {
+                background-color: $fr-info-bg;
+                margin: 0 -8px;
+                padding-left: 8px;
+                padding-right: 8px;
+                border-radius: 6px;
+            }
+            .fr-list-main {
+                display: flex;
+                flex-direction: column;
+                gap: 2px;
+                min-width: 0;
+                flex: 1;
+            }
+            .fr-list-title {
+                font-weight: 600;
+                font-size: 13px;
+                color: $fr-text;
+            }
+            .fr-list-sub {
+                font-size: 12px;
+                color: $fr-muted;
+                white-space: nowrap;
+                overflow: hidden;
+                text-overflow: ellipsis;
+            }
+            .fr-list-meta {
+                font-size: 11px;
+                color: $fr-muted;
+                white-space: nowrap;
+            }
+        }
+        .fr-list-empty {
+            text-align: center;
+            color: $fr-muted;
+            font-size: 13px;
+            padding: 24px 0;
+        }
+    }
+
+    .fr-pill {
+        display: inline-block;
+        padding: 2px 8px;
+        border-radius: 999px;
+        font-size: 11px;
+        font-weight: 600;
+        text-transform: uppercase;
+        letter-spacing: 0.4px;
+
+        &.fr-pill-normal {
+            background-color: $fr-border-soft;
+            color: $fr-text;
+        }
+        &.fr-pill-urgent {
+            background-color: $fr-warning-bg;
+            color: $fr-warning;
+        }
+        &.fr-pill-safety {
+            background-color: $fr-danger-bg;
+            color: $fr-danger;
+        }
+        &.fr-pill-state {
+            background-color: $fr-info-bg;
+            color: $fr-accent;
+        }
+    }
+
+    .fr-loading {
+        text-align: center;
+        padding: 60px 0;
+        color: $fr-muted;
+    }
+
+    @media (max-width: 600px) {
+        padding: 16px;
+
+        .fr-hero { padding: 20px 22px; }
+        .fr-hero h1 { font-size: 22px; }
+    }
+}

fusion_repairs/static/src/scss/portal_client_repair.scss

@@ -0,0 +1,39 @@
+/* Public client portal - mobile-first.
+ * Follows project SCSS rules: no hardcoded theme colours, large tap targets,
+ * adapts to website light/dark theme automatically.
+ */
+
+.o_fusion_repairs_client {
+    .form-control,
+    .form-select,
+    .btn {
+        min-height: 44px;
+    }
+
+    .btn-lg {
+        min-height: 56px;
+        font-size: 1.125rem;
+    }
+
+    .card {
+        border-radius: 0.75rem;
+    }
+
+    h1.display-5,
+    h2 {
+        line-height: 1.2;
+    }
+
+    @media (max-width: 575px) {
+        section {
+            padding-top: 1.5rem !important;
+            padding-bottom: 1.5rem !important;
+        }
+        .card-footer {
+            position: sticky;
+            bottom: 0;
+            background: inherit;
+            z-index: 2;
+        }
+    }
+}

fusion_repairs/static/src/scss/portal_repair_mobile.scss

@@ -0,0 +1,39 @@
+/* Sales rep portal - mobile-first additions.
+ * Follows project CLAUDE.md rules:
+ *  - Tap targets >=44px
+ *  - No hardcoded theme colours
+ *  - Cards float on a slightly grayer page background
+ */
+
+.o_fusion_repairs_portal {
+    .card {
+        border-radius: 0.5rem;
+    }
+
+    .form-control,
+    .form-select,
+    .btn {
+        min-height: 44px;
+    }
+
+    .btn-lg {
+        min-height: 52px;
+    }
+
+    #partner_matches {
+        .list-group-item {
+            padding: 0.75rem 1rem;
+            cursor: pointer;
+        }
+    }
+
+    /* Sticky bottom CTA on small screens for the submit form. */
+    @media (max-width: 575px) {
+        .card-footer {
+            position: sticky;
+            bottom: 0;
+            background: inherit;
+            z-index: 2;
+        }
+    }
+}

fusion_repairs/views/intake_template_views.xml

@@ -0,0 +1,95 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <!-- Intake Template -->
+    <record id="view_repair_intake_template_list" model="ir.ui.view">
+        <field name="name">fusion.repair.intake.template.list</field>
+        <field name="model">fusion.repair.intake.template</field>
+        <field name="arch" type="xml">
+            <list string="Intake Templates">
+                <field name="sequence" widget="handle"/>
+                <field name="name"/>
+                <field name="code"/>
+                <field name="question_count"/>
+                <field name="is_default"/>
+                <field name="active" widget="boolean_toggle"/>
+            </list>
+        </field>
+    </record>
+
+    <record id="view_repair_intake_template_form" model="ir.ui.view">
+        <field name="name">fusion.repair.intake.template.form</field>
+        <field name="model">fusion.repair.intake.template</field>
+        <field name="arch" type="xml">
+            <form string="Intake Template">
+                <sheet>
+                    <div class="oe_title">
+                        <label for="name"/>
+                        <h1>
+                            <field name="name" placeholder="e.g. Stairlift - Standard Intake"/>
+                        </h1>
+                    </div>
+                    <group>
+                        <group>
+                            <field name="code"/>
+                            <field name="sequence"/>
+                            <field name="company_id" groups="base.group_multi_company"/>
+                        </group>
+                        <group>
+                            <field name="is_default"/>
+                            <field name="active"/>
+                        </group>
+                    </group>
+                    <field name="product_category_ids" widget="many2many_tags"/>
+                    <notebook>
+                        <page string="Questions" name="questions">
+                            <field name="question_ids">
+                                <list editable="bottom">
+                                    <field name="sequence" widget="handle"/>
+                                    <field name="name"/>
+                                    <field name="code" optional="hide"/>
+                                    <field name="question_type"/>
+                                    <field name="required"/>
+                                    <field name="help_text" optional="hide"/>
+                                    <field name="selection_options" optional="hide"/>
+                                    <field name="symptom_keywords" optional="hide"/>
+                                </list>
+                                <form>
+                                    <group>
+                                        <group>
+                                            <field name="name"/>
+                                            <field name="code"/>
+                                            <field name="question_type"/>
+                                            <field name="required"/>
+                                        </group>
+                                        <group>
+                                            <field name="sequence"/>
+                                            <field name="parent_question_id"/>
+                                            <field name="parent_answer_value"
+                                                   invisible="not parent_question_id"/>
+                                        </group>
+                                    </group>
+                                    <field name="help_text" placeholder="Optional hint shown beneath the question"/>
+                                    <field name="selection_options"
+                                           invisible="question_type != 'selection'"
+                                           placeholder="One option per line"/>
+                                    <field name="symptom_keywords" placeholder="e.g. battery,charge,won't turn on"/>
+                                </form>
+                            </field>
+                        </page>
+                        <page string="Description" name="description">
+                            <field name="description"/>
+                        </page>
+                    </notebook>
+                </sheet>
+            </form>
+        </field>
+    </record>
+
+    <record id="action_repair_intake_template" model="ir.actions.act_window">
+        <field name="name">Intake Templates</field>
+        <field name="res_model">fusion.repair.intake.template</field>
+        <field name="view_mode">list,form</field>
+    </record>
+
+</odoo>

fusion_repairs/views/maintenance_contract_views.xml

@@ -0,0 +1,67 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <record id="view_maintenance_contract_list" model="ir.ui.view">
+        <field name="name">fusion.repair.maintenance.contract.list</field>
+        <field name="model">fusion.repair.maintenance.contract</field>
+        <field name="arch" type="xml">
+            <list string="Maintenance Contracts" decoration-warning="next_due_date and next_due_date &lt;= context_today()">
+                <field name="name"/>
+                <field name="partner_id"/>
+                <field name="product_id"/>
+                <field name="interval_months"/>
+                <field name="last_service_date"/>
+                <field name="next_due_date"/>
+                <field name="last_reminder_band" optional="show"/>
+                <field name="state" widget="badge"
+                       decoration-success="state == 'active'"
+                       decoration-muted="state == 'cancelled'"
+                       decoration-warning="state == 'paused'"/>
+            </list>
+        </field>
+    </record>
+
+    <record id="view_maintenance_contract_form" model="ir.ui.view">
+        <field name="name">fusion.repair.maintenance.contract.form</field>
+        <field name="model">fusion.repair.maintenance.contract</field>
+        <field name="arch" type="xml">
+            <form string="Maintenance Contract">
+                <header>
+                    <field name="state" widget="statusbar"
+                           statusbar_visible="draft,active,paused,cancelled"/>
+                </header>
+                <sheet>
+                    <div class="oe_title">
+                        <h1>
+                            <field name="name" readonly="1"/>
+                        </h1>
+                    </div>
+                    <group>
+                        <group>
+                            <field name="partner_id" options="{'no_create': True}"/>
+                            <field name="product_id"/>
+                            <field name="lot_id"/>
+                            <field name="original_sale_order_id" readonly="1"/>
+                        </group>
+                        <group>
+                            <field name="interval_months"/>
+                            <field name="last_service_date"/>
+                            <field name="next_due_date"/>
+                            <field name="last_reminder_band" readonly="1"/>
+                            <field name="booking_repair_id" readonly="1"/>
+                            <field name="company_id" groups="base.group_multi_company"/>
+                        </group>
+                    </group>
+                </sheet>
+                <chatter/>
+            </form>
+        </field>
+    </record>
+
+    <record id="action_maintenance_contract" model="ir.actions.act_window">
+        <field name="name">Maintenance Contracts</field>
+        <field name="res_model">fusion.repair.maintenance.contract</field>
+        <field name="view_mode">list,form</field>
+    </record>
+
+</odoo>

fusion_repairs/views/menus.xml

@@ -0,0 +1,121 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <!-- Top-level app menu - lands on the OWL dashboard with quick-actions and KPIs -->
+    <menuitem id="menu_fusion_repairs_root"
+              name="Fusion Repairs"
+              sequence="48"
+              web_icon="fusion_repairs,static/description/icon.png"
+              action="action_fusion_repairs_home_dashboard"
+              groups="fusion_repairs.group_fusion_repairs_user"/>
+
+    <menuitem id="menu_fusion_repairs_home"
+              name="Dashboard"
+              parent="menu_fusion_repairs_root"
+              action="action_fusion_repairs_home_dashboard"
+              sequence="5"/>
+
+    <menuitem id="menu_fusion_repairs_dashboard"
+              name="Service Calls"
+              parent="menu_fusion_repairs_root"
+              action="action_fusion_repair_dashboard"
+              sequence="10"/>
+
+    <menuitem id="menu_fusion_repairs_new_call"
+              name="New Service Call"
+              parent="menu_fusion_repairs_root"
+              action="action_open_repair_intake_wizard"
+              sequence="15"/>
+
+    <menuitem id="menu_fusion_repairs_all_orders"
+              name="All Repair Orders"
+              parent="menu_fusion_repairs_root"
+              action="repair.action_repair_order_tree"
+              sequence="20"/>
+
+    <menuitem id="menu_fusion_repairs_maintenance_contracts"
+              name="Maintenance Contracts"
+              parent="menu_fusion_repairs_root"
+              action="action_maintenance_contract"
+              sequence="30"/>
+
+    <menuitem id="menu_fusion_repairs_inspections"
+              name="Inspection Certificates"
+              parent="menu_fusion_repairs_root"
+              action="action_repair_inspection"
+              sequence="35"/>
+
+    <menuitem id="menu_fusion_repairs_service_plans"
+              name="Service Plans"
+              parent="menu_fusion_repairs_root"
+              action="action_service_plan_subscription"
+              sequence="37"/>
+
+    <menuitem id="menu_fusion_repairs_part_orders"
+              name="Parts to Order"
+              parent="menu_fusion_repairs_root"
+              action="action_repair_part_order"
+              sequence="38"/>
+
+    <menuitem id="menu_fusion_repairs_emergency_charges"
+              name="Emergency Surcharges"
+              parent="menu_fusion_repairs_configuration"
+              action="action_repair_emergency_charge"
+              sequence="60"/>
+
+    <menuitem id="menu_fusion_repairs_callout_rate"
+              name="Callout Rate Card"
+              parent="menu_fusion_repairs_configuration"
+              action="action_repair_callout_rate"
+              sequence="65"/>
+
+    <menuitem id="menu_fusion_repairs_delivery_charge"
+              name="Delivery / Pickup Charges"
+              parent="menu_fusion_repairs_configuration"
+              action="action_repair_delivery_charge"
+              sequence="67"/>
+
+    <menuitem id="menu_fusion_repairs_labor_warranty"
+              name="Labor Warranties"
+              parent="menu_fusion_repairs_root"
+              action="action_repair_labor_warranty"
+              sequence="36"/>
+
+    <!-- Configuration -->
+    <menuitem id="menu_fusion_repairs_configuration"
+              name="Configuration"
+              parent="menu_fusion_repairs_root"
+              sequence="90"
+              groups="fusion_repairs.group_fusion_repairs_manager"/>
+
+    <menuitem id="menu_fusion_repairs_categories"
+              name="Equipment Categories"
+              parent="menu_fusion_repairs_configuration"
+              action="action_repair_product_category"
+              sequence="10"/>
+
+    <menuitem id="menu_fusion_repairs_intake_templates"
+              name="Intake Templates"
+              parent="menu_fusion_repairs_configuration"
+              action="action_repair_intake_template"
+              sequence="20"/>
+
+    <menuitem id="menu_fusion_repairs_service_catalog"
+              name="Service Catalogue"
+              parent="menu_fusion_repairs_configuration"
+              action="action_repair_service_catalog"
+              sequence="30"/>
+
+    <menuitem id="menu_fusion_repairs_warranty"
+              name="Repair Warranties"
+              parent="menu_fusion_repairs_configuration"
+              action="action_repair_warranty_coverage"
+              sequence="40"/>
+
+    <menuitem id="menu_fusion_repairs_qr_stickers"
+              name="Generate QR Stickers"
+              parent="menu_fusion_repairs_configuration"
+              action="action_qr_sticker_wizard"
+              sequence="50"/>
+
+</odoo>

fusion_repairs/views/portal_client_repair_templates.xml

@@ -0,0 +1,287 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <!-- ============================================================== -->
+    <!-- /repair landing                                                 -->
+    <!-- ============================================================== -->
+    <template id="portal_client_repair_landing" name="Repair - Landing">
+        <t t-call="website.layout">
+            <div id="wrap" class="o_fusion_repairs_client">
+                <section class="container py-5">
+                    <div class="row justify-content-center text-center">
+                        <div class="col-12 col-lg-8">
+                            <h1 class="display-5 fw-bold">Need a repair?</h1>
+                            <p class="lead text-muted mb-4">
+                                Tell us about your equipment and what's going wrong.
+                                We'll get to it on the next business day - or sooner if urgent.
+                            </p>
+                            <!-- B4: surface the QR ?sn= context so the user knows we recognized their device -->
+                            <t t-if="serial_info">
+                                <div class="alert alert-success text-start mb-4" role="alert">
+                                    <i class="fa fa-qrcode me-1"/>
+                                    Recognized <strong t-out="serial_info.get('product_name')"/>
+                                    (Serial: <code t-out="serial_info.get('serial')"/>).
+                                    We'll pre-fill your service request.
+                                </div>
+                            </t>
+                            <a t-att-href="form_url" class="btn btn-primary btn-lg px-5 py-3">
+                                Start a Service Request
+                            </a>
+                            <div class="text-muted mt-4 small">
+                                <i class="fa fa-shield-alt me-1"/>
+                                Your information is private and used only to schedule your repair.
+                            </div>
+                            <div class="alert alert-warning mt-4 text-start">
+                                <strong>Is anyone hurt right now?</strong>
+                                If you have a medical emergency, please hang up and dial <strong>9-1-1</strong>.
+                            </div>
+                            <div class="text-muted mt-4 small">
+                                Already a customer? Have your phone number handy - we'll recognize your account.
+                            </div>
+                        </div>
+                    </div>
+                </section>
+            </div>
+        </t>
+    </template>
+
+    <!-- ============================================================== -->
+    <!-- /repair/new form                                                -->
+    <!-- ============================================================== -->
+    <template id="portal_client_repair_form" name="Repair - Form">
+        <t t-call="website.layout">
+            <div id="wrap" class="o_fusion_repairs_client">
+                <section class="container py-5">
+                    <div class="row justify-content-center">
+                        <div class="col-12 col-lg-7">
+                            <h2 class="mb-3">Service Request</h2>
+                            <p class="text-muted">
+                                Fill in the form below. A team member will follow up shortly.
+                            </p>
+
+                            <t t-if="error == 'missing'">
+                                <div class="alert alert-danger">Please fill in all required fields.</div>
+                            </t>
+                            <t t-if="error == 'spam'">
+                                <div class="alert alert-danger">Submission blocked. If this is a mistake, please call our office.</div>
+                            </t>
+                            <t t-if="error == 'rate_limited'">
+                                <div class="alert alert-warning">Too many requests from your location. Please try again in an hour.</div>
+                            </t>
+                            <t t-if="error == 'server'">
+                                <div class="alert alert-danger">Something went wrong. Please try again or call us directly.</div>
+                            </t>
+
+                            <form action="/repair/submit" method="POST"
+                                  enctype="multipart/form-data"
+                                  class="card shadow-sm"
+                                  id="fr_repair_form"
+                                  data-fr-client-form="1">
+                                <input type="hidden" name="csrf_token"
+                                       t-att-value="request.csrf_token()"/>
+                                <!-- B3: phone lookup pre-fills + ?sn= QR pre-fills -->
+                                <input type="hidden" name="known_partner_id" id="fr_known_partner_id" value=""/>
+                                <input type="hidden" name="serial_number" id="fr_serial_number"
+                                       t-att-value="serial_info and serial_info.get('serial') or ''"/>
+                                <!-- Honeypot. Real users never see this. -->
+                                <div style="position:absolute;left:-9999px;top:-9999px;" aria-hidden="true">
+                                    <label>Company name</label>
+                                    <input type="text" name="hp_company" tabindex="-1" autocomplete="off"/>
+                                </div>
+
+                                <div class="card-body p-4">
+
+                                    <!-- B3: phone-first lookup for returning clients -->
+                                    <div class="alert alert-info mb-3" id="fr_lookup_panel">
+                                        <h6 class="mb-2"><i class="fa fa-search me-1"/>Already a client?</h6>
+                                        <div class="input-group">
+                                            <input type="tel" id="fr_lookup_phone"
+                                                   class="form-control"
+                                                   placeholder="Enter phone (e.g. 905-555-1234)"/>
+                                            <button class="btn btn-outline-primary" type="button"
+                                                    id="fr_lookup_btn">Look me up</button>
+                                        </div>
+                                        <small class="text-muted">
+                                            We'll pre-fill your contact info so you don't have to retype it.
+                                        </small>
+                                        <div id="fr_lookup_result" class="mt-2"></div>
+                                    </div>
+
+                                    <h5>1. Your contact details</h5>
+                                    <div class="mb-3">
+                                        <label class="form-label">Your name <span class="text-danger">*</span></label>
+                                        <input type="text" name="client_name" id="fr_client_name" class="form-control form-control-lg" required="required"/>
+                                    </div>
+                                    <div class="mb-3">
+                                        <label class="form-label">Phone number <span class="text-danger">*</span></label>
+                                        <input type="tel" name="client_phone" id="fr_client_phone" class="form-control form-control-lg" required="required" placeholder="(519) 555-1234"/>
+                                    </div>
+                                    <div class="mb-3">
+                                        <label class="form-label">Email (so we can send a confirmation)</label>
+                                        <input type="email" name="client_email" id="fr_client_email" class="form-control"/>
+                                    </div>
+                                    <div class="mb-3">
+                                        <label class="form-label">Street address</label>
+                                        <input type="text" name="client_street" id="fr_client_street" class="form-control"/>
+                                    </div>
+                                    <div class="mb-3">
+                                        <label class="form-label">City</label>
+                                        <input type="text" name="client_city" id="fr_client_city" class="form-control"/>
+                                    </div>
+
+                                    <hr/>
+
+                                    <h5>2. What equipment needs service?</h5>
+                                    <!-- B4: surface ?sn= context so user knows we identified their device -->
+                                    <t t-if="serial_info">
+                                        <div class="alert alert-success mb-3">
+                                            <i class="fa fa-qrcode me-1"/>
+                                            Pre-filled from QR scan: <strong t-out="serial_info.get('product_name')"/>
+                                            (Serial <code t-out="serial_info.get('serial')"/>)
+                                        </div>
+                                    </t>
+                                    <div class="mb-3">
+                                        <label class="form-label">Equipment category <span class="text-danger">*</span></label>
+                                        <select name="category_id" id="fr_category_id" class="form-select form-select-lg" required="required">
+                                            <option value="">Choose one...</option>
+                                            <t t-foreach="categories" t-as="cat">
+                                                <option t-att-value="cat.id"
+                                                        t-att-selected="serial_info and serial_info.get('category_id') == cat.id">
+                                                    <t t-out="cat.name"/>
+                                                </option>
+                                            </t>
+                                        </select>
+                                    </div>
+                                    <div class="form-check mb-3">
+                                        <input type="checkbox" class="form-check-input" id="third_party" name="third_party"/>
+                                        <label class="form-check-label" for="third_party">
+                                            I didn't buy this equipment from Fusion / Westin
+                                        </label>
+                                    </div>
+
+                                    <hr/>
+
+                                    <h5>3. What's wrong?</h5>
+                                    <div class="mb-3">
+                                        <label class="form-label">Short description <span class="text-danger">*</span></label>
+                                        <input type="text" name="issue_summary" id="fr_issue_summary" class="form-control form-control-lg" required="required" placeholder="e.g. 'stairlift beeps and won't move'"/>
+                                    </div>
+                                    <div class="mb-3">
+                                        <label class="form-label">Anything else we should know?</label>
+                                        <textarea name="internal_notes" class="form-control" rows="3"></textarea>
+                                    </div>
+                                    <div class="mb-3">
+                                        <label class="form-label">Photos or short video (optional)</label>
+                                        <input type="file" name="photos" class="form-control" accept="image/*,video/*" multiple="multiple" capture="environment"/>
+                                    </div>
+
+                                    <!-- B2: AI self-check button. Triggered manually so we don't
+                                         spam the AI / fallback on every keystroke. -->
+                                    <div class="mb-3">
+                                        <button type="button" class="btn btn-outline-info"
+                                                id="fr_selfcheck_btn">
+                                            <i class="fa fa-magic me-1"/>
+                                            Try 1-3 safe self-check steps first (optional)
+                                        </button>
+                                        <small class="text-muted d-block mt-1">
+                                            We'll suggest a couple of things you can safely try in under 2 minutes.
+                                            If they don't help, just submit and we'll come to you.
+                                        </small>
+                                        <div id="fr_selfcheck_result" class="mt-3"></div>
+                                    </div>
+
+                                    <hr/>
+
+                                    <h5>4. How urgent is it?</h5>
+                                    <div class="mb-3">
+                                        <select name="urgency" class="form-select form-select-lg" required="required">
+                                            <option value="normal">Normal - within a few days</option>
+                                            <option value="urgent">Urgent - within 24 hours</option>
+                                            <option value="safety">Safety issue - right now</option>
+                                        </select>
+                                        <small class="text-muted">
+                                            If anyone is hurt, hang up and call <strong>9-1-1</strong>.
+                                        </small>
+                                    </div>
+
+                                </div>
+                                <div class="card-footer text-end">
+                                    <button type="submit" class="btn btn-primary btn-lg">
+                                        Submit Request
+                                    </button>
+                                </div>
+                            </form>
+                        </div>
+                    </div>
+                </section>
+            </div>
+        </t>
+    </template>
+
+    <!-- ============================================================== -->
+    <!-- /repair/thanks                                                  -->
+    <!-- ============================================================== -->
+    <template id="portal_client_repair_thanks" name="Repair - Thanks">
+        <t t-call="website.layout">
+            <div id="wrap" class="o_fusion_repairs_client">
+                <section class="container py-5">
+                    <div class="row justify-content-center">
+                        <div class="col-12 col-lg-7 text-center">
+                            <i class="fa fa-check-circle fa-4x text-success mb-3"/>
+                            <h1 class="mb-3">Got it!</h1>
+                            <p class="lead text-muted">
+                                Your service request <strong t-if="ref"><t t-out="ref"/></strong> was received.
+                                We'll get back to you on the next business day or sooner if you marked it urgent.
+                            </p>
+                        </div>
+
+                        <!-- B5: post-submit upsell - maintenance plan + next steps -->
+                        <div class="col-12 col-lg-7 mt-4">
+                            <div class="card border-info">
+                                <div class="card-body">
+                                    <h5 class="card-title">
+                                        <i class="fa fa-lightbulb-o me-1 text-warning"/>
+                                        Want to avoid this next time?
+                                    </h5>
+                                    <p class="card-text">
+                                        Most of our regular clients enrol in an <strong>annual
+                                        maintenance plan</strong> - we visit twice a year, catch wear
+                                        before it becomes a breakdown, and you pay a lot less for
+                                        peace of mind than for an emergency call-out.
+                                    </p>
+                                    <ul class="small text-muted">
+                                        <li>Priority booking - your calls jump the queue</li>
+                                        <li>Free safety inspection certificate (stairlifts, porch lifts)</li>
+                                        <li>Discounted parts</li>
+                                        <li>Annual reminder so you never forget</li>
+                                    </ul>
+                                    <a href="/shop?category=maintenance" class="btn btn-info">
+                                        See our maintenance plans
+                                    </a>
+                                </div>
+                            </div>
+                            <div class="card mt-3">
+                                <div class="card-body">
+                                    <h6 class="card-title mb-2">
+                                        <i class="fa fa-info-circle me-1"/>
+                                        What happens next
+                                    </h6>
+                                    <ol class="small mb-0">
+                                        <li>You will get a confirmation email within a few minutes.</li>
+                                        <li>Our office reviews your request the next business day.</li>
+                                        <li>We call you to confirm a technician visit time.</li>
+                                        <li>You will get a reminder the day before the visit.</li>
+                                    </ol>
+                                </div>
+                            </div>
+                            <div class="text-center mt-4">
+                                <a href="/repair" class="btn btn-outline-secondary">Back to home</a>
+                            </div>
+                        </div>
+                    </div>
+                </section>
+            </div>
+        </t>
+    </template>
+
+</odoo>

fusion_repairs/views/portal_maintenance_templates.xml

@@ -0,0 +1,152 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <!-- ============================================================== -->
+    <!-- Booking landing page                                            -->
+    <!-- ============================================================== -->
+    <template id="portal_maintenance_book" name="Maintenance - Book Visit">
+        <t t-call="website.layout">
+            <div id="wrap" class="o_fusion_repairs_client">
+                <section class="container py-5">
+                    <div class="row justify-content-center">
+                        <div class="col-12 col-lg-7">
+
+                            <h1 class="mb-3">Book your maintenance visit</h1>
+                            <p class="lead text-muted">
+                                Hello <strong t-out="contract.partner_id.name"/>!
+                                Your <strong t-out="contract.product_id.display_name"/> is due for service.
+                            </p>
+
+                            <t t-if="already_booked">
+                                <div class="alert alert-info">
+                                    <strong>Already booked.</strong>
+                                    Your maintenance visit reference is
+                                    <strong t-out="contract.booking_repair_id.name"/>. We will be in touch shortly.
+                                </div>
+                            </t>
+
+                            <t t-if="not already_booked">
+                                <form t-attf-action="/repairs/maintenance/book/{{ contract.booking_token }}/confirm"
+                                      method="POST" class="card shadow-sm">
+                                    <input type="hidden" name="csrf_token"
+                                           t-att-value="request.csrf_token()"/>
+                                    <div class="card-body p-4">
+                                        <div class="mb-3">
+                                            <label class="form-label">Preferred date</label>
+                                            <input type="date" name="preferred_date"
+                                                   class="form-control form-control-lg"
+                                                   t-att-value="default_date"/>
+                                            <small class="text-muted">
+                                                A team member will call to confirm the exact time.
+                                            </small>
+                                        </div>
+                                        <p class="small text-muted mb-0">
+                                            By submitting, you confirm you want this maintenance visit.
+                                            Contract reference <strong t-out="contract.name"/>.
+                                        </p>
+                                    </div>
+                                    <div class="card-footer text-end">
+                                        <button type="submit" class="btn btn-success btn-lg">
+                                            Yes, book my visit
+                                        </button>
+                                    </div>
+                                </form>
+                            </t>
+
+                        </div>
+                    </div>
+                </section>
+            </div>
+        </t>
+    </template>
+
+    <!-- ============================================================== -->
+    <!-- Thanks                                                          -->
+    <!-- ============================================================== -->
+    <template id="portal_maintenance_thanks" name="Maintenance - Booked">
+        <t t-call="website.layout">
+            <div id="wrap" class="o_fusion_repairs_client">
+                <section class="container py-5">
+                    <div class="row justify-content-center text-center">
+                        <div class="col-12 col-lg-7">
+                            <i class="fa fa-calendar-check fa-4x text-success mb-3"/>
+                            <h1>Booking received</h1>
+                            <p class="lead text-muted">
+                                Your maintenance visit <strong t-out="repair.name"/> has been scheduled
+                                and our office will reach out to confirm the exact time.
+                            </p>
+                        </div>
+                    </div>
+                </section>
+            </div>
+        </t>
+    </template>
+
+    <!-- ============================================================== -->
+    <!-- On-call ack pages (CL15)                                        -->
+    <!-- ============================================================== -->
+    <template id="portal_on_call_ack_ok" name="On-Call Page Acknowledged">
+        <t t-call="website.layout">
+            <div id="wrap" class="o_fusion_repairs_client">
+                <section class="container py-5">
+                    <div class="row justify-content-center text-center">
+                        <div class="col-12 col-lg-7">
+                            <i class="fa fa-check-circle fa-4x text-success mb-3"/>
+                            <h1>Page acknowledged</h1>
+                            <p class="lead text-muted">
+                                Thank you. <strong t-out="repair_name"/> is now your responsibility -
+                                no further pages will be sent for this request.
+                            </p>
+                            <a href="/web" class="btn btn-outline-secondary mt-3">Open Odoo</a>
+                        </div>
+                    </div>
+                </section>
+            </div>
+        </t>
+    </template>
+
+    <template id="portal_on_call_ack_invalid" name="On-Call Page Invalid">
+        <t t-call="website.layout">
+            <div id="wrap" class="o_fusion_repairs_client">
+                <section class="container py-5">
+                    <div class="row justify-content-center text-center">
+                        <div class="col-12 col-lg-7">
+                            <i class="fa fa-exclamation-triangle fa-3x text-warning mb-3"/>
+                            <h1>Link not valid</h1>
+                            <p class="lead text-muted">
+                                This on-call acknowledgement link is no longer valid. It may have been
+                                acknowledged already or the page expired. Open Odoo and look up the
+                                repair in the Fusion Repairs dashboard.
+                            </p>
+                            <a href="/web" class="btn btn-outline-secondary mt-3">Open Odoo</a>
+                        </div>
+                    </div>
+                </section>
+            </div>
+        </t>
+    </template>
+
+    <!-- ============================================================== -->
+    <!-- Invalid token                                                   -->
+    <!-- ============================================================== -->
+    <template id="portal_maintenance_invalid_token" name="Maintenance - Invalid Link">
+        <t t-call="website.layout">
+            <div id="wrap" class="o_fusion_repairs_client">
+                <section class="container py-5">
+                    <div class="row justify-content-center text-center">
+                        <div class="col-12 col-lg-7">
+                            <i class="fa fa-exclamation-triangle fa-3x text-warning mb-3"/>
+                            <h1>Link not valid</h1>
+                            <p class="lead text-muted">
+                                This booking link is no longer valid or has been used. Please call our
+                                office directly to schedule your maintenance visit.
+                            </p>
+                            <a href="/repair" class="btn btn-outline-secondary">Submit a service request</a>
+                        </div>
+                    </div>
+                </section>
+            </div>
+        </t>
+    </template>
+
+</odoo>

fusion_repairs/views/portal_sales_rep_templates.xml

@@ -0,0 +1,281 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <!-- ============================================================== -->
+    <!-- Sales Rep Repair Intake Form                                    -->
+    <!-- ============================================================== -->
+    <template id="portal_sales_rep_repair_form" name="Sales Rep - New Service Call">
+        <t t-call="portal.portal_layout">
+            <t t-set="breadcrumbs_searchbar" t-value="True"/>
+
+            <div class="o_portal_my_doc o_fusion_repairs_portal">
+                <div class="container py-4">
+                    <div class="row justify-content-center">
+                        <div class="col-12 col-lg-8">
+
+                            <h2 class="mb-3">New Service Call</h2>
+                            <p class="text-muted">
+                                Submit a repair request on behalf of a client. The office will follow up to schedule a technician.
+                            </p>
+
+                            <t t-if="request.params.get('error') == 'partner'">
+                                <div class="alert alert-danger">Please select a client.</div>
+                            </t>
+                            <t t-if="request.params.get('error') == 'server'">
+                                <div class="alert alert-danger">An error occurred saving the request. Please try again.</div>
+                            </t>
+
+                            <form action="/my/repair/submit" method="POST"
+                                  enctype="multipart/form-data"
+                                  class="card shadow-sm">
+                                <input type="hidden" name="csrf_token"
+                                       t-att-value="request.csrf_token()"/>
+                                <div class="card-body p-4">
+
+                                    <!-- Step 1: Client lookup -->
+                                    <h5 class="mb-3">1. Client</h5>
+                                    <div class="mb-3">
+                                        <label class="form-label">Search by name, phone or email</label>
+                                        <input type="text"
+                                               id="partner_search"
+                                               class="form-control form-control-lg"
+                                               placeholder="Start typing..."
+                                               autocomplete="off"/>
+                                        <div id="partner_matches" class="list-group mt-2"></div>
+                                        <input type="hidden" name="partner_id" id="partner_id_input"/>
+                                        <div id="partner_selected" class="alert alert-info mt-2 d-none">
+                                            <strong>Selected:</strong>
+                                            <span id="partner_selected_name"></span>
+                                        </div>
+                                    </div>
+
+                                    <hr/>
+
+                                    <!-- Step 2: Equipment -->
+                                    <h5 class="mb-3">2. Equipment</h5>
+                                    <div class="mb-3">
+                                        <label class="form-label">Equipment category</label>
+                                        <select name="category_id" class="form-select form-select-lg" required="required">
+                                            <option value="">Choose a category...</option>
+                                            <t t-foreach="categories" t-as="cat">
+                                                <option t-att-value="cat.id"
+                                                        t-att-data-safety="1 if cat.safety_critical else 0">
+                                                    <t t-out="cat.name"/>
+                                                </option>
+                                            </t>
+                                        </select>
+                                    </div>
+                                    <div class="form-check mb-3">
+                                        <input type="checkbox" class="form-check-input"
+                                               id="third_party" name="third_party"/>
+                                        <label class="form-check-label" for="third_party">
+                                            This equipment was not purchased from us
+                                        </label>
+                                    </div>
+
+                                    <hr/>
+
+                                    <!-- Step 3: Issue -->
+                                    <h5 class="mb-3">3. What's the issue?</h5>
+                                    <div class="mb-3">
+                                        <label class="form-label">Short summary</label>
+                                        <input type="text" name="issue_summary"
+                                               class="form-control form-control-lg"
+                                               placeholder="e.g. 'stairlift stops halfway up'"
+                                               required="required"/>
+                                    </div>
+                                    <div class="mb-3">
+                                        <label class="form-label">Symptom keyword (optional)</label>
+                                        <input type="text" name="issue_category"
+                                               class="form-control"
+                                               placeholder="e.g. battery, motor, remote"/>
+                                    </div>
+                                    <div class="mb-3">
+                                        <label class="form-label">Details / what the client said</label>
+                                        <textarea name="internal_notes" class="form-control" rows="3"
+                                                  placeholder="Free-form notes from the call..."></textarea>
+                                    </div>
+
+                                    <hr/>
+
+                                    <!-- Step 4: Urgency -->
+                                    <h5 class="mb-3">4. Urgency</h5>
+                                    <div class="mb-3">
+                                        <select name="urgency" class="form-select form-select-lg" required="required">
+                                            <option value="normal" selected="selected">Normal (within a few days)</option>
+                                            <option value="urgent">Urgent (within 24 hours)</option>
+                                            <option value="safety">Safety issue (right now)</option>
+                                        </select>
+                                    </div>
+
+                                    <hr/>
+
+                                    <!-- Step 5: Photos -->
+                                    <h5 class="mb-3">5. Photos (optional)</h5>
+                                    <div class="mb-3">
+                                        <input type="file" name="photos"
+                                               class="form-control"
+                                               accept="image/*,video/*" multiple="multiple"
+                                               capture="environment"/>
+                                        <small class="text-muted">Tap to take a photo or pick from gallery.</small>
+                                    </div>
+
+                                </div>
+                                <div class="card-footer text-end">
+                                    <button type="submit" class="btn btn-primary btn-lg">
+                                        Submit Service Call
+                                    </button>
+                                </div>
+                            </form>
+
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </t>
+    </template>
+
+    <!-- ============================================================== -->
+    <!-- Sales Rep "My Service Calls" list                               -->
+    <!-- ============================================================== -->
+    <template id="portal_sales_rep_repair_list" name="Sales Rep - My Service Calls">
+        <t t-call="portal.portal_layout">
+            <div class="o_portal_my_doc o_fusion_repairs_portal">
+                <div class="container py-4">
+                    <div class="d-flex justify-content-between align-items-center mb-3">
+                        <h2>My Service Calls</h2>
+                        <a href="/my/repair/new" class="btn btn-primary">+ New Service Call</a>
+                    </div>
+
+                    <t t-if="not repairs">
+                        <div class="alert alert-info">
+                            You haven't submitted any service calls yet.
+                            <a href="/my/repair/new">Submit your first one.</a>
+                        </div>
+                    </t>
+
+                    <div class="row g-3">
+                        <t t-foreach="repairs" t-as="repair">
+                            <div class="col-12 col-md-6">
+                                <a t-att-href="'/my/repair/%s' % repair.id"
+                                   class="card text-decoration-none text-reset shadow-sm h-100">
+                                    <div class="card-body">
+                                        <div class="d-flex justify-content-between align-items-start">
+                                            <h5 class="card-title mb-1">
+                                                <t t-out="repair.name"/>
+                                            </h5>
+                                            <span t-attf-class="badge bg-#{'danger' if repair.x_fc_urgency == 'safety' else ('warning' if repair.x_fc_urgency == 'urgent' else 'secondary')}">
+                                                <t t-out="dict(repair._fields['x_fc_urgency'].selection).get(repair.x_fc_urgency)"/>
+                                            </span>
+                                        </div>
+                                        <p class="card-text small text-muted mb-1">
+                                            <i class="fa fa-user me-1"/>
+                                            <t t-out="repair.partner_id.name or 'Unknown'"/>
+                                        </p>
+                                        <p class="card-text small text-muted mb-1" t-if="repair.x_fc_repair_category_id">
+                                            <i class="fa fa-wrench me-1"/>
+                                            <t t-out="repair.x_fc_repair_category_id.name"/>
+                                        </p>
+                                        <p class="card-text small mb-0">
+                                            <span class="badge bg-light text-dark">
+                                                <t t-out="dict(repair._fields['state'].selection).get(repair.state)"/>
+                                            </span>
+                                            <span class="text-muted ms-2">
+                                                <t t-out="repair.create_date" t-options="{'widget': 'datetime'}"/>
+                                            </span>
+                                        </p>
+                                    </div>
+                                </a>
+                            </div>
+                        </t>
+                    </div>
+                </div>
+            </div>
+        </t>
+    </template>
+
+    <!-- ============================================================== -->
+    <!-- Sales Rep Repair Detail                                         -->
+    <!-- ============================================================== -->
+    <template id="portal_sales_rep_repair_detail" name="Sales Rep - Repair Detail">
+        <t t-call="portal.portal_layout">
+            <div class="o_portal_my_doc o_fusion_repairs_portal">
+                <div class="container py-4">
+
+                    <t t-if="thanks">
+                        <div class="alert alert-success">
+                            Service call <strong><t t-out="repair.name"/></strong> submitted.
+                            The office will follow up shortly to schedule a technician.
+                        </div>
+                    </t>
+
+                    <div class="d-flex justify-content-between align-items-start mb-3">
+                        <div>
+                            <h2 class="mb-1"><t t-out="repair.name"/></h2>
+                            <p class="text-muted mb-0">
+                                <t t-out="dict(repair._fields['state'].selection).get(repair.state)"/>
+                                <span class="ms-2">&#183;</span>
+                                <span class="ms-2">
+                                    <t t-out="repair.create_date" t-options="{'widget': 'datetime'}"/>
+                                </span>
+                            </p>
+                        </div>
+                        <a href="/my/repairs" class="btn btn-outline-secondary">Back to list</a>
+                    </div>
+
+                    <div class="card mb-3 shadow-sm">
+                        <div class="card-body">
+                            <h5 class="card-title">Client</h5>
+                            <p class="mb-1"><strong t-out="repair.partner_id.name"/></p>
+                            <p class="text-muted small mb-0" t-if="repair.partner_id.phone">
+                                <i class="fa fa-phone me-1"/><t t-out="repair.partner_id.phone"/>
+                            </p>
+                        </div>
+                    </div>
+
+                    <div class="card mb-3 shadow-sm">
+                        <div class="card-body">
+                            <h5 class="card-title">Equipment &amp; Issue</h5>
+                            <p class="mb-1" t-if="repair.x_fc_repair_category_id">
+                                <strong>Category:</strong>
+                                <t t-out="repair.x_fc_repair_category_id.name"/>
+                            </p>
+                            <p class="mb-1" t-if="repair.product_id">
+                                <strong>Product:</strong>
+                                <t t-out="repair.product_id.display_name"/>
+                            </p>
+                            <p class="mb-1">
+                                <strong>Urgency:</strong>
+                                <t t-out="dict(repair._fields['x_fc_urgency'].selection).get(repair.x_fc_urgency)"/>
+                            </p>
+                            <p class="mb-1" t-if="repair.x_fc_third_party_equipment">
+                                <span class="badge bg-warning">Third-party equipment</span>
+                            </p>
+                            <p class="mb-0 mt-2" t-if="repair.internal_notes">
+                                <div t-field="repair.internal_notes"/>
+                            </p>
+                        </div>
+                    </div>
+
+                    <div class="card mb-3 shadow-sm" t-if="repair.x_fc_technician_task_count">
+                        <div class="card-body">
+                            <h5 class="card-title">Scheduled Visit</h5>
+                            <t t-foreach="repair.x_fc_technician_task_ids" t-as="task">
+                                <p class="mb-1">
+                                    <i class="fa fa-calendar me-1"/>
+                                    <t t-out="task.scheduled_date"/>
+                                    <span class="ms-2">with <t t-out="task.technician_id.name"/></span>
+                                    <span t-attf-class="badge ms-2 bg-#{'success' if task.status == 'completed' else 'info'}">
+                                        <t t-out="dict(task._fields['status'].selection).get(task.status)"/>
+                                    </span>
+                                </p>
+                            </t>
+                        </div>
+                    </div>
+
+                </div>
+            </div>
+        </t>
+    </template>
+
+</odoo>

fusion_repairs/views/repair_callout_rate_views.xml

@@ -0,0 +1,30 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <record id="view_repair_callout_rate_list" model="ir.ui.view">
+        <field name="name">fusion.repair.callout.rate.list</field>
+        <field name="model">fusion.repair.callout.rate</field>
+        <field name="arch" type="xml">
+            <list string="Callout Rate Card" editable="bottom">
+                <field name="tier"/>
+                <field name="base_callout_fee" widget="monetary"/>
+                <field name="second_tech_fee" widget="monetary"/>
+                <field name="additional_tech_fee" widget="monetary"/>
+                <field name="hourly_labor_rate" widget="monetary"/>
+                <field name="minimum_labor_hours"/>
+                <field name="travel_distance_threshold_km"/>
+                <field name="travel_per_km_fee" widget="monetary"/>
+                <field name="effective_from"/>
+                <field name="currency_id" invisible="1"/>
+                <field name="active" widget="boolean_toggle"/>
+            </list>
+        </field>
+    </record>
+
+    <record id="action_repair_callout_rate" model="ir.actions.act_window">
+        <field name="name">Callout Rate Card</field>
+        <field name="res_model">fusion.repair.callout.rate</field>
+        <field name="view_mode">list</field>
+    </record>
+
+</odoo>

fusion_repairs/views/repair_dashboard_views.xml

@@ -0,0 +1,10 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <!-- Client action that mounts the OWL FusionRepairsDashboard component. -->
+    <record id="action_fusion_repairs_home_dashboard" model="ir.actions.client">
+        <field name="name">Fusion Repairs</field>
+        <field name="tag">fusion_repairs.dashboard</field>
+    </record>
+
+</odoo>

fusion_repairs/views/repair_delivery_charge_views.xml

@@ -0,0 +1,27 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <record id="view_repair_delivery_charge_list" model="ir.ui.view">
+        <field name="name">fusion.repair.delivery.charge.list</field>
+        <field name="model">fusion.repair.delivery.charge</field>
+        <field name="arch" type="xml">
+            <list string="Delivery / Pickup Charges" editable="bottom">
+                <field name="sequence" widget="handle"/>
+                <field name="charge_type"/>
+                <field name="amount" widget="monetary"/>
+                <field name="travel_per_km_fee" widget="monetary"/>
+                <field name="travel_distance_threshold_km"/>
+                <field name="description" optional="show"/>
+                <field name="currency_id" invisible="1"/>
+                <field name="active" widget="boolean_toggle"/>
+            </list>
+        </field>
+    </record>
+
+    <record id="action_repair_delivery_charge" model="ir.actions.act_window">
+        <field name="name">Delivery / Pickup Charges</field>
+        <field name="res_model">fusion.repair.delivery.charge</field>
+        <field name="view_mode">list</field>
+    </record>
+
+</odoo>

fusion_repairs/views/repair_emergency_charge_views.xml

@@ -0,0 +1,26 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <record id="view_repair_emergency_charge_list" model="ir.ui.view">
+        <field name="name">fusion.repair.emergency.charge.list</field>
+        <field name="model">fusion.repair.emergency.charge</field>
+        <field name="arch" type="xml">
+            <list string="Rush / Emergency Surcharges" editable="bottom">
+                <field name="category_id"/>
+                <field name="tier"/>
+                <field name="base_amount" widget="monetary"/>
+                <field name="per_tech_multiplier"/>
+                <field name="currency_id" invisible="1"/>
+                <field name="active" widget="boolean_toggle"/>
+                <field name="description" optional="hide"/>
+            </list>
+        </field>
+    </record>
+
+    <record id="action_repair_emergency_charge" model="ir.actions.act_window">
+        <field name="name">Emergency Surcharges</field>
+        <field name="res_model">fusion.repair.emergency.charge</field>
+        <field name="view_mode">list</field>
+    </record>
+
+</odoo>

fusion_repairs/views/repair_inspection_views.xml

@@ -0,0 +1,79 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <record id="view_repair_inspection_list" model="ir.ui.view">
+        <field name="name">fusion.repair.inspection.certificate.list</field>
+        <field name="model">fusion.repair.inspection.certificate</field>
+        <field name="arch" type="xml">
+            <list string="Inspection Certificates"
+                  decoration-success="status == 'valid'"
+                  decoration-warning="status == 'expiring'"
+                  decoration-danger="status == 'expired' or status == 'revoked'">
+                <field name="name"/>
+                <field name="partner_id"/>
+                <field name="product_id"/>
+                <field name="lot_id" optional="show"/>
+                <field name="jurisdiction"/>
+                <field name="issued_date"/>
+                <field name="expiry_date"/>
+                <field name="status" widget="badge"/>
+                <field name="inspector_user_id" optional="hide"/>
+            </list>
+        </field>
+    </record>
+
+    <record id="view_repair_inspection_form" model="ir.ui.view">
+        <field name="name">fusion.repair.inspection.certificate.form</field>
+        <field name="model">fusion.repair.inspection.certificate</field>
+        <field name="arch" type="xml">
+            <form string="Inspection Certificate">
+                <header>
+                    <button name="action_print" type="object" string="Print Certificate"
+                            class="btn-primary" icon="fa-print"/>
+                    <button name="action_revoke" type="object" string="Revoke"
+                            class="btn-secondary" icon="fa-ban"
+                            invisible="revoked == True"
+                            confirm="Revoke this certificate? This cannot be undone."/>
+                    <field name="status" widget="badge"
+                           decoration-success="status == 'valid'"
+                           decoration-warning="status == 'expiring'"
+                           decoration-danger="status == 'expired' or status == 'revoked'"/>
+                </header>
+                <sheet>
+                    <div class="oe_title">
+                        <h1>
+                            <field name="name" readonly="1"/>
+                        </h1>
+                    </div>
+                    <group>
+                        <group>
+                            <field name="partner_id" options="{'no_create': True}"/>
+                            <field name="product_id" options="{'no_create': True}"/>
+                            <field name="lot_id"/>
+                            <field name="repair_order_id" readonly="1"/>
+                        </group>
+                        <group>
+                            <field name="inspector_user_id"/>
+                            <field name="jurisdiction"/>
+                            <field name="issued_date"/>
+                            <field name="valid_for_months"/>
+                            <field name="expiry_date" readonly="1"/>
+                            <field name="last_reminder_band" readonly="1"/>
+                            <field name="revoked" readonly="1"/>
+                            <field name="company_id" groups="base.group_multi_company"/>
+                        </group>
+                    </group>
+                    <field name="notes" placeholder="Inspection notes, measurements, photos taken..."/>
+                </sheet>
+                <chatter/>
+            </form>
+        </field>
+    </record>
+
+    <record id="action_repair_inspection" model="ir.actions.act_window">
+        <field name="name">Inspection Certificates</field>
+        <field name="res_model">fusion.repair.inspection.certificate</field>
+        <field name="view_mode">list,form</field>
+    </record>
+
+</odoo>

fusion_repairs/views/repair_labor_warranty_views.xml

@@ -0,0 +1,77 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <record id="view_repair_labor_warranty_list" model="ir.ui.view">
+        <field name="name">fusion.repair.labor.warranty.list</field>
+        <field name="model">fusion.repair.labor.warranty</field>
+        <field name="arch" type="xml">
+            <list string="Store Labor Warranties"
+                  decoration-success="state == 'active'"
+                  decoration-warning="state == 'expired'"
+                  decoration-danger="state == 'void'"
+                  decoration-muted="state == 'consumed'">
+                <field name="name"/>
+                <field name="partner_id"/>
+                <field name="product_id"/>
+                <field name="lot_id" optional="show"/>
+                <field name="sale_order_id" optional="show"/>
+                <field name="warranty_years"/>
+                <field name="start_date"/>
+                <field name="end_date"/>
+                <field name="state" widget="badge"/>
+                <field name="void_reason" optional="hide"/>
+            </list>
+        </field>
+    </record>
+
+    <record id="view_repair_labor_warranty_form" model="ir.ui.view">
+        <field name="name">fusion.repair.labor.warranty.form</field>
+        <field name="model">fusion.repair.labor.warranty</field>
+        <field name="arch" type="xml">
+            <form string="Store Labor Warranty">
+                <header>
+                    <button name="action_reinstate" type="object"
+                            string="Reinstate" class="btn-secondary"
+                            invisible="state != 'void'"
+                            groups="fusion_repairs.group_fusion_repairs_manager"
+                            confirm="Reinstate this voided warranty? Use only when the original void was a mistake."/>
+                    <field name="state" widget="statusbar"
+                           statusbar_visible="active,expired,void,consumed"/>
+                </header>
+                <sheet>
+                    <div class="oe_title">
+                        <h1><field name="name" readonly="1"/></h1>
+                    </div>
+                    <group>
+                        <group>
+                            <field name="partner_id" options="{'no_create': True}"/>
+                            <field name="product_id" options="{'no_create': True}"/>
+                            <field name="lot_id"/>
+                            <field name="sale_order_id" options="{'no_create': True}"/>
+                        </group>
+                        <group>
+                            <field name="warranty_years"/>
+                            <field name="start_date"/>
+                            <field name="end_date" readonly="1"/>
+                            <field name="company_id" groups="base.group_multi_company"/>
+                        </group>
+                    </group>
+                    <group string="Void Information" invisible="state != 'void'">
+                        <field name="void_reason" readonly="1"/>
+                        <field name="voided_by_id" readonly="1"/>
+                        <field name="voided_at" readonly="1"/>
+                        <field name="void_notes" readonly="1"/>
+                    </group>
+                </sheet>
+                <chatter/>
+            </form>
+        </field>
+    </record>
+
+    <record id="action_repair_labor_warranty" model="ir.actions.act_window">
+        <field name="name">Labor Warranties</field>
+        <field name="res_model">fusion.repair.labor.warranty</field>
+        <field name="view_mode">list,form</field>
+    </record>
+
+</odoo>

fusion_repairs/views/repair_order_views.xml

@@ -0,0 +1,419 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <!-- ============================================================== -->
+    <!-- Form view extensions                                            -->
+    <!-- ============================================================== -->
+    <record id="view_repair_order_form_inherit_fusion_repairs" model="ir.ui.view">
+        <field name="name">repair.order.form.inherit.fusion_repairs</field>
+        <field name="model">repair.order</field>
+        <field name="inherit_id" ref="repair.view_repair_order_form"/>
+        <field name="arch" type="xml">
+
+            <!-- Header action buttons (visit report + collect payment) -->
+            <xpath expr="//header" position="inside">
+                <button name="action_open_visit_report"
+                        type="object"
+                        string="Visit Report"
+                        class="btn-primary"
+                        invisible="state in ('draft', 'cancel') or x_fc_technician_task_count == 0"
+                        groups="fusion_repairs.group_fusion_repairs_user"/>
+                <button name="action_collect_payment"
+                        type="object"
+                        string="Collect Payment"
+                        class="btn-secondary"
+                        invisible="state != 'done'"
+                        groups="fusion_repairs.group_fusion_repairs_user"/>
+                <button name="action_offer_loaner"
+                        type="object"
+                        string="Offer Loaner"
+                        class="btn-secondary"
+                        icon="fa-handshake-o"
+                        invisible="state in ('done', 'cancel')"
+                        groups="fusion_repairs.group_fusion_repairs_user"/>
+                <!-- Bundle 8: squeeze a rush into today's tech route + acknowledge surcharge -->
+                <button name="action_squeeze_into_today"
+                        type="object"
+                        string="Squeeze into Today"
+                        class="btn-warning"
+                        icon="fa-flash"
+                        invisible="state in ('done', 'cancel') or not x_fc_rush_requested"
+                        groups="fusion_repairs.group_fusion_repairs_dispatcher"/>
+                <button name="action_acknowledge_rush"
+                        type="object"
+                        string="Client Agreed to Rush Price"
+                        class="btn-warning"
+                        icon="fa-check"
+                        invisible="not x_fc_rush_requested or x_fc_rush_acknowledged_at"
+                        groups="fusion_repairs.group_fusion_repairs_user"/>
+                <!-- Bundle 9: warranty + waive (waive group-gated server-side too) -->
+                <button name="action_check_labor_warranty"
+                        type="object"
+                        string="Check Labor Warranty"
+                        class="btn-secondary"
+                        icon="fa-shield"
+                        invisible="state in ('done', 'cancel')"
+                        groups="fusion_repairs.group_fusion_repairs_user"/>
+                <button name="action_waive_labor_fee"
+                        type="object"
+                        string="Waive Labor Fee"
+                        class="btn-warning"
+                        icon="fa-percent"
+                        invisible="x_fc_labor_waived or state in ('done', 'cancel')"
+                        groups="fusion_repairs.group_fusion_repairs_sales_rep"/>
+            </xpath>
+
+            <!-- Smart buttons: Technician Tasks + Intake Answers + Original SO. -->
+            <xpath expr="//div[hasclass('oe_button_box')]" position="inside">
+                <button name="action_view_technician_tasks"
+                        type="object"
+                        class="oe_stat_button"
+                        icon="fa-wrench"
+                        invisible="x_fc_technician_task_count == 0">
+                    <field name="x_fc_technician_task_count" widget="statinfo" string="Tech Tasks"/>
+                </button>
+                <button name="action_view_intake_answers"
+                        type="object"
+                        class="oe_stat_button"
+                        icon="fa-list-alt"
+                        invisible="x_fc_intake_answer_count == 0">
+                    <field name="x_fc_intake_answer_count" widget="statinfo" string="Answers"/>
+                </button>
+                <button name="action_view_original_sale_order"
+                        type="object"
+                        class="oe_stat_button"
+                        icon="fa-dollar"
+                        invisible="not x_fc_original_sale_order_id">
+                    <field name="x_fc_original_sale_order_id" widget="statinfo" string="Original SO"/>
+                </button>
+            </xpath>
+
+            <!-- Add intake metadata under partner_id -->
+            <xpath expr="//field[@name='partner_id']" position="after">
+                <field name="x_fc_repair_category_id" options="{'no_create': True}"/>
+                <field name="x_fc_urgency" widget="badge"
+                       decoration-success="x_fc_urgency == 'normal'"
+                       decoration-warning="x_fc_urgency == 'urgent'"
+                       decoration-danger="x_fc_urgency == 'safety'"/>
+                <field name="x_fc_third_party_equipment"/>
+                <field name="x_fc_is_quote_only"/>
+                <field name="x_fc_intake_source" readonly="1"/>
+                <field name="x_fc_intake_user_id" readonly="1" invisible="not x_fc_intake_user_id"/>
+                <field name="x_fc_intake_session_id" readonly="1" invisible="not x_fc_intake_session_id"/>
+            </xpath>
+
+            <!-- Add a Fusion Repairs notebook tab with intake + photos. -->
+            <xpath expr="//notebook" position="inside">
+                <page string="Intake" name="fusion_intake">
+                    <group>
+                        <group>
+                            <field name="x_fc_intake_template_id" readonly="1"/>
+                            <field name="x_fc_issue_category"/>
+                        </group>
+                        <group>
+                            <field name="x_fc_warranty_override_reason"
+                                   placeholder="Reason if warranty status was overridden"/>
+                            <field name="x_fc_estimated_duration" widget="float_time"/>
+                        </group>
+                    </group>
+                    <separator string="Answers"/>
+                    <field name="x_fc_intake_answer_ids" readonly="1">
+                        <list>
+                            <field name="sequence" column_invisible="True"/>
+                            <field name="question_name"/>
+                            <field name="value_display"/>
+                            <field name="question_type" optional="hide"/>
+                        </list>
+                    </field>
+                    <separator string="Photos &amp; Videos"/>
+                    <field name="x_fc_photo_ids" widget="many2many_binary"/>
+                </page>
+                <page string="Pricing" name="fusion_pricing" invisible="not x_fc_estimated_cost and not x_fc_actual_cost">
+                    <group>
+                        <group>
+                            <field name="x_fc_estimated_cost" widget="monetary"/>
+                            <field name="x_fc_actual_cost" widget="monetary"/>
+                        </group>
+                        <group>
+                            <field name="x_fc_cost_variance_pct" widget="float" digits="[16,2]"/>
+                            <field name="x_fc_requires_requote"/>
+                            <field name="company_currency_id" invisible="1"/>
+                        </group>
+                    </group>
+                </page>
+                <page string="AI Brief" name="fusion_ai" invisible="not x_fc_ai_summary">
+                    <field name="x_fc_ai_summary" readonly="1"/>
+                </page>
+                <page string="Margin" name="fusion_margin"
+                      groups="fusion_repairs.group_fusion_repairs_manager">
+                    <group>
+                        <group>
+                            <field name="x_fc_revenue" widget="monetary"/>
+                            <field name="x_fc_labour_cost" widget="monetary"/>
+                            <field name="x_fc_parts_cost" widget="monetary"/>
+                        </group>
+                        <group>
+                            <field name="x_fc_margin" widget="monetary"/>
+                            <field name="x_fc_margin_pct" widget="float" digits="[12,1]"/>
+                            <field name="company_currency_id" invisible="1"/>
+                        </group>
+                    </group>
+                </page>
+                <page string="Callout Pricing" name="fusion_callout">
+                    <group>
+                        <group string="Inputs">
+                            <field name="x_fc_callout_tier"/>
+                            <field name="x_fc_in_shop"/>
+                            <field name="x_fc_callout_techs"
+                                   invisible="x_fc_in_shop"/>
+                            <field name="x_fc_callout_distance_km"
+                                   invisible="x_fc_in_shop"/>
+                            <field name="x_fc_callout_labor_hours"/>
+                        </group>
+                        <group string="Warranty / Waiver">
+                            <field name="x_fc_labor_warranty_id" readonly="1"/>
+                            <field name="x_fc_labor_warranty_status" widget="badge"
+                                   decoration-success="x_fc_labor_warranty_status == 'eligible'"
+                                   decoration-warning="x_fc_labor_warranty_status in ('expired', 'waived')"
+                                   decoration-danger="x_fc_labor_warranty_status == 'void_misuse'"/>
+                            <field name="x_fc_labor_waived" readonly="1"/>
+                            <field name="x_fc_labor_waived_by_id" readonly="1"
+                                   invisible="not x_fc_labor_waived"/>
+                            <field name="x_fc_labor_waived_at" readonly="1"
+                                   invisible="not x_fc_labor_waived"/>
+                            <field name="x_fc_labor_waived_reason"
+                                   invisible="not x_fc_labor_waived"
+                                   readonly="not x_fc_labor_waived"/>
+                        </group>
+                    </group>
+                    <separator string="Quote Breakdown"/>
+                    <group>
+                        <group>
+                            <field name="x_fc_quote_callout_base" widget="monetary" readonly="1"/>
+                            <field name="x_fc_quote_extra_techs" widget="monetary" readonly="1"/>
+                            <field name="x_fc_quote_labor" widget="monetary" readonly="1"/>
+                            <field name="x_fc_quote_travel" widget="monetary" readonly="1"/>
+                        </group>
+                        <group>
+                            <field name="x_fc_quote_waived" widget="monetary" readonly="1"/>
+                            <field name="x_fc_quote_total" widget="monetary" readonly="1"
+                                   class="oe_subtotal_footer_separator"/>
+                        </group>
+                    </group>
+                </page>
+
+                <page string="Rush / Parts" name="fusion_rush_parts">
+                    <group>
+                        <group string="Rush Service">
+                            <field name="x_fc_rush_requested"/>
+                            <field name="x_fc_rush_tier"
+                                   invisible="not x_fc_rush_requested"/>
+                            <field name="x_fc_rush_techs_required"
+                                   invisible="not x_fc_rush_requested"/>
+                            <field name="x_fc_rush_surcharge"
+                                   widget="monetary"
+                                   readonly="1"
+                                   invisible="not x_fc_rush_requested"/>
+                            <field name="x_fc_rush_acknowledged_at"
+                                   readonly="1"
+                                   invisible="not x_fc_rush_requested"/>
+                            <field name="x_fc_rush_acknowledged_by_id"
+                                   readonly="1"
+                                   invisible="not x_fc_rush_requested"/>
+                        </group>
+                        <group string="Awaiting Parts">
+                            <field name="x_fc_parts_awaiting" readonly="1"/>
+                            <field name="x_fc_parts_eta_date" readonly="1"
+                                   invisible="not x_fc_parts_awaiting"/>
+                            <field name="x_fc_part_order_count" readonly="1"/>
+                        </group>
+                    </group>
+                    <field name="x_fc_part_order_ids" readonly="1">
+                        <list>
+                            <field name="name"/>
+                            <field name="description"/>
+                            <field name="oem_part_number"/>
+                            <field name="quantity"/>
+                            <field name="expected_date"/>
+                            <field name="received_date"/>
+                            <field name="state" widget="badge"/>
+                        </list>
+                    </field>
+                </page>
+            </xpath>
+
+        </field>
+    </record>
+
+    <!-- ============================================================== -->
+    <!-- Kanban: add urgency badge + intake source                       -->
+    <!-- ============================================================== -->
+    <record id="view_repair_order_kanban_inherit_fusion_repairs" model="ir.ui.view">
+        <field name="name">repair.order.kanban.inherit.fusion_repairs</field>
+        <field name="model">repair.order</field>
+        <field name="inherit_id" ref="repair.view_repair_kanban"/>
+        <field name="arch" type="xml">
+            <xpath expr="//field[@name='partner_id']" position="after">
+                <field name="x_fc_urgency"/>
+                <field name="x_fc_third_party_equipment"/>
+            </xpath>
+        </field>
+    </record>
+
+    <!-- ============================================================== -->
+    <!-- List: add urgency + source columns                              -->
+    <!-- ============================================================== -->
+    <record id="view_repair_order_list_inherit_fusion_repairs" model="ir.ui.view">
+        <field name="name">repair.order.list.inherit.fusion_repairs</field>
+        <field name="model">repair.order</field>
+        <field name="inherit_id" ref="repair.view_repair_order_tree"/>
+        <field name="arch" type="xml">
+            <xpath expr="//field[@name='partner_id']" position="after">
+                <field name="x_fc_urgency" widget="badge"
+                       decoration-success="x_fc_urgency == 'normal'"
+                       decoration-warning="x_fc_urgency == 'urgent'"
+                       decoration-danger="x_fc_urgency == 'safety'"
+                       optional="show"/>
+                <field name="x_fc_intake_source" optional="hide"/>
+                <field name="x_fc_third_party_equipment" optional="hide"/>
+            </xpath>
+        </field>
+    </record>
+
+    <!-- ============================================================== -->
+    <!-- New Service Call action - opens the wizard as a modal           -->
+    <!-- ============================================================== -->
+    <record id="action_open_repair_intake_wizard" model="ir.actions.act_window">
+        <field name="name">New Service Call</field>
+        <field name="res_model">fusion.repair.intake.wizard</field>
+        <field name="view_mode">form</field>
+        <field name="target">new</field>
+    </record>
+
+    <!-- ============================================================== -->
+    <!-- Fusion Repairs Service Calls dashboard                          -->
+    <!-- Branded kanban / list of repair.order filtered to repairs that  -->
+    <!-- came through one of the Fusion intake surfaces, with the        -->
+    <!-- New Service Call wizard wired into the header.                  -->
+    <!-- ============================================================== -->
+    <record id="view_fusion_repair_dashboard_kanban" model="ir.ui.view">
+        <field name="name">repair.order.dashboard.fusion_repairs</field>
+        <field name="model">repair.order</field>
+        <field name="arch" type="xml">
+            <kanban default_group_by="state"
+                    class="o_kanban_small_column o_kanban_repair_dashboard"
+                    sample="1">
+                <field name="name"/>
+                <field name="partner_id"/>
+                <field name="state"/>
+                <field name="x_fc_urgency"/>
+                <field name="x_fc_third_party_equipment"/>
+                <field name="x_fc_repair_category_id"/>
+                <field name="x_fc_intake_source"/>
+                <field name="x_fc_estimated_cost"/>
+                <field name="company_currency_id"/>
+                <field name="schedule_date"/>
+                <templates>
+                    <t t-name="card">
+                        <div class="d-flex justify-content-between mb-2">
+                            <strong class="o_kanban_record_title">
+                                <field name="name"/>
+                            </strong>
+                            <span t-attf-class="badge {{ {'safety':'text-bg-danger','urgent':'text-bg-warning','normal':'text-bg-secondary'}[record.x_fc_urgency.raw_value] }}">
+                                <field name="x_fc_urgency"/>
+                            </span>
+                        </div>
+                        <div class="text-muted small mb-1">
+                            <i class="fa fa-user me-1"/>
+                            <field name="partner_id"/>
+                        </div>
+                        <div class="text-muted small mb-1" t-if="record.x_fc_repair_category_id.raw_value">
+                            <i class="fa fa-wrench me-1"/>
+                            <field name="x_fc_repair_category_id"/>
+                        </div>
+                        <div class="text-muted small mb-1" t-if="record.schedule_date.raw_value">
+                            <i class="fa fa-calendar me-1"/>
+                            <field name="schedule_date" widget="date"/>
+                        </div>
+                        <div class="d-flex justify-content-between mt-2">
+                            <span class="small text-muted">
+                                <field name="x_fc_intake_source"/>
+                            </span>
+                            <span t-if="record.x_fc_third_party_equipment.raw_value"
+                                  class="badge text-bg-warning small">3rd-party</span>
+                        </div>
+                    </t>
+                </templates>
+            </kanban>
+        </field>
+    </record>
+
+    <record id="view_fusion_repair_dashboard_search" model="ir.ui.view">
+        <field name="name">repair.order.search.fusion_repairs</field>
+        <field name="model">repair.order</field>
+        <field name="arch" type="xml">
+            <search string="Service Calls">
+                <field name="name"/>
+                <field name="partner_id"/>
+                <field name="x_fc_repair_category_id"/>
+                <filter string="Today" name="today"
+                        domain="[('create_date', '&gt;=', datetime.datetime.combine(context_today(), datetime.time(0,0,0)))]"/>
+                <filter string="This Week" name="week"
+                        domain="[('create_date', '&gt;=', datetime.datetime.combine(context_today() - datetime.timedelta(days=7), datetime.time(0,0,0)))]"/>
+                <separator/>
+                <filter string="Safety" name="safety"
+                        domain="[('x_fc_urgency', '=', 'safety')]"/>
+                <filter string="Urgent" name="urgent"
+                        domain="[('x_fc_urgency', '=', 'urgent')]"/>
+                <filter string="Third-Party" name="thirdparty"
+                        domain="[('x_fc_third_party_equipment', '=', True)]"/>
+                <filter string="Quote Only" name="quote_only"
+                        domain="[('x_fc_is_quote_only', '=', True)]"/>
+                <filter string="Rush / Emergency" name="rush"
+                        domain="[('x_fc_rush_requested', '=', True)]"/>
+                <filter string="Awaiting Parts" name="awaiting_parts"
+                        domain="[('x_fc_parts_awaiting', '=', True)]"/>
+                <separator/>
+                <filter string="From Backend Wizard" name="src_backend"
+                        domain="[('x_fc_intake_source', '=', 'backend_wizard')]"/>
+                <filter string="From Sales Rep Portal" name="src_salesrep"
+                        domain="[('x_fc_intake_source', '=', 'sales_rep_portal')]"/>
+                <filter string="From Client Portal" name="src_client"
+                        domain="[('x_fc_intake_source', '=', 'client_portal')]"/>
+                <separator/>
+                <filter string="Open (not closed)" name="open"
+                        domain="[('state', 'not in', ('done', 'cancel'))]"/>
+                <group>
+                    <filter string="Status" name="group_state" context="{'group_by': 'state'}"/>
+                    <filter string="Urgency" name="group_urgency" context="{'group_by': 'x_fc_urgency'}"/>
+                    <filter string="Category" name="group_category" context="{'group_by': 'x_fc_repair_category_id'}"/>
+                    <filter string="Intake Source" name="group_source" context="{'group_by': 'x_fc_intake_source'}"/>
+                </group>
+            </search>
+        </field>
+    </record>
+
+    <record id="action_fusion_repair_dashboard" model="ir.actions.act_window">
+        <field name="name">Service Calls</field>
+        <field name="res_model">repair.order</field>
+        <field name="view_mode">kanban,list,form</field>
+        <field name="search_view_id" ref="view_fusion_repair_dashboard_search"/>
+        <field name="context">{'search_default_open': 1}</field>
+        <field name="help" type="html">
+            <p class="o_view_nocontent_smiling_face">No service calls yet</p>
+            <p>
+                Click <strong>New</strong> in the top-left to open the guided
+                intake wizard. The form will walk you through caller info,
+                equipment selection, the issue, urgency and photos.
+            </p>
+        </field>
+    </record>
+
+    <record id="action_fusion_repair_dashboard_kanban" model="ir.actions.act_window.view">
+        <field name="sequence" eval="1"/>
+        <field name="view_mode">kanban</field>
+        <field name="view_id" ref="view_fusion_repair_dashboard_kanban"/>
+        <field name="act_window_id" ref="action_fusion_repair_dashboard"/>
+    </record>
+
+</odoo>

fusion_repairs/views/repair_part_order_views.xml

@@ -0,0 +1,91 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <record id="view_repair_part_order_list" model="ir.ui.view">
+        <field name="name">fusion.repair.part.order.list</field>
+        <field name="model">fusion.repair.part.order</field>
+        <field name="arch" type="xml">
+            <list string="Parts to Order"
+                  decoration-info="state == 'draft'"
+                  decoration-warning="state == 'ordered'"
+                  decoration-success="state == 'received'"
+                  decoration-muted="state in ('fitted', 'cancelled')">
+                <field name="name"/>
+                <field name="partner_id"/>
+                <field name="repair_order_id"/>
+                <field name="description"/>
+                <field name="oem_part_number" optional="show"/>
+                <field name="manufacturer" optional="show"/>
+                <field name="quantity"/>
+                <field name="ordered_date" optional="show"/>
+                <field name="expected_date" optional="show"/>
+                <field name="received_date" optional="hide"/>
+                <field name="state" widget="badge"/>
+            </list>
+        </field>
+    </record>
+
+    <record id="view_repair_part_order_form" model="ir.ui.view">
+        <field name="name">fusion.repair.part.order.form</field>
+        <field name="model">fusion.repair.part.order</field>
+        <field name="arch" type="xml">
+            <form string="Part Order">
+                <header>
+                    <button name="action_mark_ordered" type="object"
+                            string="Mark Ordered with Manufacturer" class="btn-primary"
+                            invisible="state != 'draft'"/>
+                    <button name="action_mark_received" type="object"
+                            string="Mark Received in Warehouse" class="btn-primary"
+                            invisible="state != 'ordered'"/>
+                    <button name="action_mark_fitted" type="object"
+                            string="Mark Fitted" class="btn-secondary"
+                            invisible="state != 'received'"/>
+                    <button name="action_cancel" type="object"
+                            string="Cancel" class="btn-secondary"
+                            invisible="state in ('cancelled', 'fitted')"
+                            confirm="Cancel this part order? This cannot be undone."/>
+                    <field name="state" widget="statusbar"
+                           statusbar_visible="draft,ordered,received,fitted"/>
+                </header>
+                <sheet>
+                    <div class="oe_title">
+                        <h1><field name="name" readonly="1"/></h1>
+                    </div>
+                    <group>
+                        <group>
+                            <field name="repair_order_id" options="{'no_create': True}"/>
+                            <field name="partner_id" readonly="1"/>
+                            <field name="description"/>
+                            <field name="oem_part_number"/>
+                            <field name="manufacturer"/>
+                            <field name="quantity"/>
+                        </group>
+                        <group>
+                            <field name="ordered_date" readonly="state != 'draft'"/>
+                            <field name="expected_date"/>
+                            <field name="received_date" readonly="state != 'ordered'"/>
+                            <field name="ordered_by_id" readonly="1"/>
+                            <field name="company_id" groups="base.group_multi_company"/>
+                        </group>
+                    </group>
+                    <notebook>
+                        <page string="Tech Notes" name="notes">
+                            <field name="notes"/>
+                        </page>
+                        <page string="Photos" name="photos">
+                            <field name="photo_ids" widget="many2many_binary"/>
+                        </page>
+                    </notebook>
+                </sheet>
+                <chatter/>
+            </form>
+        </field>
+    </record>
+
+    <record id="action_repair_part_order" model="ir.actions.act_window">
+        <field name="name">Parts to Order</field>
+        <field name="res_model">fusion.repair.part.order</field>
+        <field name="view_mode">list,form</field>
+    </record>
+
+</odoo>

fusion_repairs/views/repair_product_category_views.xml

@@ -0,0 +1,55 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <record id="view_repair_product_category_list" model="ir.ui.view">
+        <field name="name">fusion.repair.product.category.list</field>
+        <field name="model">fusion.repair.product.category</field>
+        <field name="arch" type="xml">
+            <list string="Repair Categories">
+                <field name="sequence" widget="handle"/>
+                <field name="name"/>
+                <field name="code"/>
+                <field name="safety_critical"/>
+                <field name="intake_template_id"/>
+                <field name="active" widget="boolean_toggle"/>
+            </list>
+        </field>
+    </record>
+
+    <record id="view_repair_product_category_form" model="ir.ui.view">
+        <field name="name">fusion.repair.product.category.form</field>
+        <field name="model">fusion.repair.product.category</field>
+        <field name="arch" type="xml">
+            <form string="Repair Category">
+                <sheet>
+                    <div class="oe_title">
+                        <label for="name"/>
+                        <h1>
+                            <field name="name" placeholder="e.g. Stairlift"/>
+                        </h1>
+                    </div>
+                    <group>
+                        <group>
+                            <field name="code" placeholder="e.g. stairlift"/>
+                            <field name="sequence"/>
+                            <field name="icon"/>
+                        </group>
+                        <group>
+                            <field name="safety_critical"/>
+                            <field name="intake_template_id"/>
+                            <field name="active"/>
+                        </group>
+                    </group>
+                    <field name="description" placeholder="Describe what equipment falls into this category..."/>
+                </sheet>
+            </form>
+        </field>
+    </record>
+
+    <record id="action_repair_product_category" model="ir.actions.act_window">
+        <field name="name">Equipment Categories</field>
+        <field name="res_model">fusion.repair.product.category</field>
+        <field name="view_mode">list,form</field>
+    </record>
+
+</odoo>

fusion_repairs/views/repair_service_plan_views.xml

@@ -0,0 +1,108 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <!-- Service plan toggle on the product template -->
+    <record id="view_product_template_form_service_plan" model="ir.ui.view">
+        <field name="name">product.template.form.service.plan.fusion_repairs</field>
+        <field name="model">product.template</field>
+        <field name="inherit_id" ref="product.product_template_only_form_view"/>
+        <field name="arch" type="xml">
+            <xpath expr="//notebook" position="inside">
+                <page string="Service Plan" name="fusion_repairs_plan"
+                      groups="fusion_repairs.group_fusion_repairs_manager">
+                    <group>
+                        <field name="x_fc_is_service_plan"/>
+                        <field name="x_fc_plan_visits_included"
+                               invisible="not x_fc_is_service_plan"/>
+                        <field name="x_fc_plan_duration_months"
+                               invisible="not x_fc_is_service_plan"/>
+                        <field name="x_fc_plan_category_id"
+                               invisible="not x_fc_is_service_plan"
+                               options="{'no_create': True}"/>
+                    </group>
+                </page>
+            </xpath>
+        </field>
+    </record>
+
+    <!-- Subscription list -->
+    <record id="view_service_plan_subscription_list" model="ir.ui.view">
+        <field name="name">fusion.repair.service.plan.subscription.list</field>
+        <field name="model">fusion.repair.service.plan.subscription</field>
+        <field name="arch" type="xml">
+            <list string="Service Plan Subscriptions"
+                  decoration-success="state == 'active'"
+                  decoration-warning="state == 'exhausted'"
+                  decoration-muted="state == 'expired' or state == 'cancelled'">
+                <field name="name"/>
+                <field name="partner_id"/>
+                <field name="product_id"/>
+                <field name="category_id" optional="show"/>
+                <field name="visits_used"/>
+                <field name="visits_included"/>
+                <field name="visits_remaining"/>
+                <field name="start_date"/>
+                <field name="end_date"/>
+                <field name="state" widget="badge"/>
+            </list>
+        </field>
+    </record>
+
+    <!-- Subscription form -->
+    <record id="view_service_plan_subscription_form" model="ir.ui.view">
+        <field name="name">fusion.repair.service.plan.subscription.form</field>
+        <field name="model">fusion.repair.service.plan.subscription</field>
+        <field name="arch" type="xml">
+            <form string="Service Plan Subscription">
+                <header>
+                    <button name="action_cancel" type="object" string="Cancel Plan"
+                            invisible="state == 'cancelled'"
+                            confirm="Cancel this service plan? Remaining visits will be forfeited."/>
+                    <field name="state" widget="statusbar"
+                           statusbar_visible="active,exhausted,expired,cancelled"/>
+                </header>
+                <sheet>
+                    <div class="oe_title">
+                        <h1>
+                            <field name="name" readonly="1"/>
+                        </h1>
+                    </div>
+                    <group>
+                        <group>
+                            <field name="partner_id" options="{'no_create': True}"/>
+                            <field name="product_id" options="{'no_create': True}"/>
+                            <field name="category_id" readonly="1"/>
+                            <field name="sale_order_id" readonly="1"/>
+                        </group>
+                        <group>
+                            <field name="start_date"/>
+                            <field name="end_date"/>
+                            <field name="visits_included"/>
+                            <field name="visits_used" readonly="1"/>
+                            <field name="visits_remaining" readonly="1"/>
+                            <field name="company_id" groups="base.group_multi_company"/>
+                        </group>
+                    </group>
+                    <notebook>
+                        <page string="Burn History" name="burn_history">
+                            <field name="burn_history_ids" readonly="1">
+                                <list>
+                                    <field name="burned_on"/>
+                                    <field name="repair_order_id"/>
+                                </list>
+                            </field>
+                        </page>
+                    </notebook>
+                </sheet>
+                <chatter/>
+            </form>
+        </field>
+    </record>
+
+    <record id="action_service_plan_subscription" model="ir.actions.act_window">
+        <field name="name">Service Plans</field>
+        <field name="res_model">fusion.repair.service.plan.subscription</field>
+        <field name="view_mode">list,form</field>
+    </record>
+
+</odoo>

fusion_repairs/views/repair_warranty_views.xml

@@ -0,0 +1,59 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <record id="view_repair_warranty_coverage_list" model="ir.ui.view">
+        <field name="name">fusion.repair.warranty.coverage.list</field>
+        <field name="model">fusion.repair.warranty.coverage</field>
+        <field name="arch" type="xml">
+            <list string="Repair Warranty Coverage">
+                <field name="name"/>
+                <field name="repair_id"/>
+                <field name="partner_id"/>
+                <field name="product_id"/>
+                <field name="start_date"/>
+                <field name="coverage_days"/>
+                <field name="expiry_date"/>
+                <field name="is_active" widget="boolean_toggle"/>
+            </list>
+        </field>
+    </record>
+
+    <record id="view_repair_warranty_coverage_form" model="ir.ui.view">
+        <field name="name">fusion.repair.warranty.coverage.form</field>
+        <field name="model">fusion.repair.warranty.coverage</field>
+        <field name="arch" type="xml">
+            <form string="Warranty Coverage">
+                <sheet>
+                    <div class="oe_title">
+                        <h1>
+                            <field name="name" readonly="1"/>
+                        </h1>
+                    </div>
+                    <group>
+                        <group>
+                            <field name="repair_id" options="{'no_create': True}"/>
+                            <field name="partner_id" readonly="1"/>
+                            <field name="product_id" readonly="1"/>
+                            <field name="lot_id" readonly="1"/>
+                        </group>
+                        <group>
+                            <field name="start_date"/>
+                            <field name="coverage_days"/>
+                            <field name="expiry_date" readonly="1"/>
+                            <field name="is_active" readonly="1" widget="boolean_toggle"/>
+                            <field name="company_id" groups="base.group_multi_company"/>
+                        </group>
+                    </group>
+                    <field name="notes"/>
+                </sheet>
+            </form>
+        </field>
+    </record>
+
+    <record id="action_repair_warranty_coverage" model="ir.actions.act_window">
+        <field name="name">Repair Warranties</field>
+        <field name="res_model">fusion.repair.warranty.coverage</field>
+        <field name="view_mode">list,form</field>
+    </record>
+
+</odoo>

fusion_repairs/views/res_config_settings_views.xml

@@ -0,0 +1,61 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <record id="res_config_settings_view_form_inherit_fusion_repairs" model="ir.ui.view">
+        <field name="name">res.config.settings.view.form.inherit.fusion_repairs</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 string="Fusion Repairs"
+                     name="fusion_repairs"
+                     groups="fusion_repairs.group_fusion_repairs_manager">
+                    <block title="Notifications" name="fc_repairs_notifications">
+                        <setting id="fc_repairs_enable_email_notifications"
+                                 string="Enable Email Notifications"
+                                 help="Master toggle for all automated repair-related emails (intake confirmations, dispatch alerts, office digests).">
+                            <field name="fc_repairs_enable_email_notifications"/>
+                        </setting>
+                    </block>
+                    <block title="Intake Behaviour" name="fc_repairs_intake">
+                        <setting id="fc_repairs_duplicate_call_window_days"
+                                 string="Duplicate Call Window (days)"
+                                 help="When an intake matches an open repair from this many days back on the same phone, the wizard offers 'add note instead'.">
+                            <field name="fc_repairs_duplicate_call_window_days"/>
+                        </setting>
+                        <setting id="fc_repairs_outstanding_balance_threshold"
+                                 string="Outstanding Balance Warning ($)"
+                                 help="Show a warning if the client's open invoice total exceeds this amount.">
+                            <field name="fc_repairs_outstanding_balance_threshold"/>
+                        </setting>
+                    </block>
+                    <block title="Pricing Variance" name="fc_repairs_pricing">
+                        <setting id="fc_repairs_variance_threshold_pct"
+                                 string="Variance Threshold (%)"
+                                 help="If the actual repair cost exceeds the estimate by more than this percentage, invoicing is blocked until manager review.">
+                            <field name="fc_repairs_variance_threshold_pct"/>
+                        </setting>
+                        <setting id="fc_repairs_variance_threshold_amount"
+                                 string="Variance Threshold ($)"
+                                 help="Absolute variance amount that also triggers re-quote (whichever hits first).">
+                            <field name="fc_repairs_variance_threshold_amount"/>
+                        </setting>
+                    </block>
+                    <block title="Public Client Portal" name="fc_repairs_client_portal">
+                        <setting id="fc_repairs_client_portal_url"
+                                 string="Portal URL Path"
+                                 help="URL path mentioned in voicemail greetings and printed on QR stickers. Phase 1 ships the form at this path.">
+                            <field name="fc_repairs_client_portal_url"/>
+                        </setting>
+                        <setting id="fc_repairs_client_portal_rate_limit_per_hour"
+                                 string="Rate Limit (per hour per IP)"
+                                 help="Anti-spam limit for the public form.">
+                            <field name="fc_repairs_client_portal_rate_limit_per_hour"/>
+                        </setting>
+                    </block>
+                </app>
+            </xpath>
+        </field>
+    </record>
+
+</odoo>

fusion_repairs/views/res_partner_views.xml

@@ -0,0 +1,29 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <record id="view_res_partner_form_inherit_fusion_repairs" model="ir.ui.view">
+        <field name="name">res.partner.form.inherit.fusion_repairs</field>
+        <field name="model">res.partner</field>
+        <field name="inherit_id" ref="base.view_partner_form"/>
+        <field name="arch" type="xml">
+            <xpath expr="//notebook" position="inside">
+                <page string="Service Preferences" name="fusion_repairs_prefs"
+                      groups="fusion_repairs.group_fusion_repairs_user">
+                    <group>
+                        <group>
+                            <field name="x_fc_preferred_tech_id" options="{'no_create': True}"/>
+                            <field name="x_fc_preferred_window"/>
+                        </group>
+                        <group>
+                            <field name="x_fc_repair_count" readonly="1"/>
+                        </group>
+                    </group>
+                    <separator string="Access Notes for Technicians"/>
+                    <field name="x_fc_access_notes"
+                           placeholder="e.g. Dog in front yard, use side door, gate code 1234"/>
+                </page>
+            </xpath>
+        </field>
+    </record>
+
+</odoo>

fusion_repairs/views/res_users_views.xml

@@ -0,0 +1,33 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <record id="view_res_users_form_inherit_fusion_repairs" model="ir.ui.view">
+        <field name="name">res.users.form.inherit.fusion_repairs</field>
+        <field name="model">res.users</field>
+        <field name="inherit_id" ref="base.view_users_form"/>
+        <field name="arch" type="xml">
+            <xpath expr="//notebook" position="inside">
+                <page string="Repairs" name="fusion_repairs_user"
+                      groups="fusion_repairs.group_fusion_repairs_manager">
+                    <group>
+                        <group string="Skills &amp; Costing">
+                            <field name="x_fc_repair_skills" widget="many2many_tags"
+                                   options="{'no_create': True}"/>
+                            <field name="x_fc_tech_cost_rate" widget="monetary"/>
+                            <field name="company_currency_id" invisible="1"/>
+                        </group>
+                        <group string="On-Call Rotation">
+                            <field name="x_fc_on_call"/>
+                            <field name="x_fc_on_call_priority"
+                                   invisible="not x_fc_on_call"/>
+                            <field name="x_fc_on_call_phone"
+                                   invisible="not x_fc_on_call"
+                                   placeholder="Leave blank to use partner phone"/>
+                        </group>
+                    </group>
+                </page>
+            </xpath>
+        </field>
+    </record>
+
+</odoo>

fusion_repairs/views/sale_order_views.xml

@@ -0,0 +1,31 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <record id="view_sale_order_form_inherit_fusion_repairs" model="ir.ui.view">
+        <field name="name">sale.order.form.inherit.fusion_repairs</field>
+        <field name="model">sale.order</field>
+        <field name="inherit_id" ref="sale.view_order_form"/>
+        <field name="arch" type="xml">
+            <xpath expr="//div[hasclass('oe_button_box')]" position="inside">
+                <button name="action_view_repair_orders"
+                        type="object"
+                        class="oe_stat_button"
+                        icon="fa-wrench"
+                        invisible="x_fc_repair_order_count == 0"
+                        groups="fusion_repairs.group_fusion_repairs_user">
+                    <field name="x_fc_repair_order_count" widget="statinfo" string="Repairs"/>
+                </button>
+                <button name="action_view_maintenance_contracts"
+                        type="object"
+                        class="oe_stat_button"
+                        icon="fa-calendar-check-o"
+                        invisible="x_fc_maintenance_contract_count == 0"
+                        groups="fusion_repairs.group_fusion_repairs_user">
+                    <field name="x_fc_maintenance_contract_count"
+                           widget="statinfo" string="Maintenance"/>
+                </button>
+            </xpath>
+        </field>
+    </record>
+
+</odoo>

fusion_repairs/views/service_catalog_views.xml

@@ -0,0 +1,74 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <record id="view_repair_service_catalog_list" model="ir.ui.view">
+        <field name="name">fusion.repair.service.catalog.list</field>
+        <field name="model">fusion.repair.service.catalog</field>
+        <field name="arch" type="xml">
+            <list string="Service Catalogue">
+                <field name="sequence" widget="handle"/>
+                <field name="name"/>
+                <field name="product_category_id"/>
+                <field name="service_product_id"/>
+                <field name="estimated_hours"/>
+                <field name="estimated_cost" widget="monetary"/>
+                <field name="auto_schedule"/>
+                <field name="active" widget="boolean_toggle"/>
+                <field name="company_currency_id" column_invisible="True"/>
+            </list>
+        </field>
+    </record>
+
+    <record id="view_repair_service_catalog_form" model="ir.ui.view">
+        <field name="name">fusion.repair.service.catalog.form</field>
+        <field name="model">fusion.repair.service.catalog</field>
+        <field name="arch" type="xml">
+            <form string="Service Catalogue Entry">
+                <sheet>
+                    <div class="oe_title">
+                        <label for="name"/>
+                        <h1>
+                            <field name="name" placeholder="e.g. Stairlift Motor Replacement"/>
+                        </h1>
+                    </div>
+                    <group>
+                        <group>
+                            <field name="code"/>
+                            <field name="product_category_id"
+                                   options="{'no_create': True}"/>
+                            <field name="task_type"/>
+                            <field name="company_id" groups="base.group_multi_company"/>
+                        </group>
+                        <group>
+                            <field name="estimated_hours" widget="float_time"/>
+                            <field name="estimated_cost" widget="monetary"/>
+                            <field name="auto_schedule"/>
+                            <field name="active"/>
+                            <field name="company_currency_id" invisible="1"/>
+                        </group>
+                    </group>
+                    <separator string="Auto-Match"/>
+                    <field name="symptom_keywords"
+                           placeholder="Comma-separated keywords (e.g. motor, stuck, won't move)"/>
+
+                    <separator string="Billing"/>
+                    <group>
+                        <field name="service_product_id"
+                               options="{'no_create': True}"/>
+                        <field name="pricelist_id"
+                               options="{'no_create': True}"/>
+                    </group>
+                    <field name="default_parts_product_ids" widget="many2many_tags"
+                           options="{'no_create': True}"/>
+                </sheet>
+            </form>
+        </field>
+    </record>
+
+    <record id="action_repair_service_catalog" model="ir.actions.act_window">
+        <field name="name">Service Catalogue</field>
+        <field name="res_model">fusion.repair.service.catalog</field>
+        <field name="view_mode">list,form</field>
+    </record>
+
+</odoo>

fusion_repairs/views/technician_task_views.xml

@@ -0,0 +1,49 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <!-- Add Maps + View Repair buttons to the technician task form
+         (header so they're prominent on mobile). -->
+    <record id="view_technician_task_form_inherit_fusion_repairs"
+            model="ir.ui.view">
+        <field name="name">fusion.technician.task.form.inherit.fusion_repairs</field>
+        <field name="model">fusion.technician.task</field>
+        <field name="inherit_id" ref="fusion_tasks.view_technician_task_form"/>
+        <field name="arch" type="xml">
+            <xpath expr="//header" position="inside">
+                <button name="action_open_in_maps"
+                        type="object"
+                        string="Open in Maps"
+                        class="btn-secondary"
+                        icon="fa-map-marker"
+                        invisible="not address_display and not partner_id"/>
+                <button name="action_view_repair_order"
+                        type="object"
+                        string="View Repair"
+                        class="btn-secondary"
+                        icon="fa-wrench"
+                        invisible="not x_fc_repair_order_id"/>
+                <button name="action_timer_start"
+                        type="object"
+                        string="Start Timer"
+                        class="btn-success"
+                        icon="fa-play-circle"
+                        invisible="x_fc_timer_running_since"/>
+                <button name="action_timer_stop"
+                        type="object"
+                        string="Stop Timer"
+                        class="btn-warning"
+                        icon="fa-stop-circle"
+                        invisible="not x_fc_timer_running_since"/>
+            </xpath>
+            <xpath expr="//field[@name='partner_id']" position="after">
+                <field name="x_fc_repair_order_id" readonly="1"
+                       invisible="not x_fc_repair_order_id"/>
+                <field name="x_fc_timer_running_since" readonly="1"
+                       invisible="not x_fc_timer_running_since"/>
+                <field name="x_fc_timer_accumulated_minutes" readonly="1"
+                       widget="float" digits="[12,1]"/>
+            </xpath>
+        </field>
+    </record>
+
+</odoo>

fusion_repairs/wizard/__init__.py

@@ -0,0 +1,7 @@
+# -*- coding: utf-8 -*-
+# Copyright 2024-2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+from . import repair_intake_wizard
+from . import repair_visit_report_wizard
+from . import qr_sticker_wizard

fusion_repairs/wizard/qr_sticker_wizard.py

@@ -0,0 +1,83 @@
+# -*- coding: utf-8 -*-
+# Copyright 2024-2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+"""QR sticker generator (CL17).
+
+Generates a printable PDF with one sticker per selected serial number.
+Each sticker has a QR code linking to /repair?sn=<serial>. Stick on the
+equipment; client scans -> public client portal opens with the unit
+pre-filled.
+
+Accessible from stock.lot via a server action AND as a standalone wizard
+under Fusion Repairs > Configuration.
+"""
+
+import base64
+import io
+import logging
+
+from odoo import _, api, fields, models
+from odoo.exceptions import UserError
+
+_logger = logging.getLogger(__name__)
+
+
+class FusionRepairQRStickerWizard(models.TransientModel):
+    _name = 'fusion.repair.qr.sticker.wizard'
+    _description = 'QR Sticker Generator Wizard'
+
+    lot_ids = fields.Many2many(
+        'stock.lot',
+        string='Serials',
+        help='One sticker will be generated per serial.',
+    )
+    product_id = fields.Many2one(
+        'product.product',
+        string='Filter by Product',
+        help='Optional - limits the serial picker to lots of this product.',
+    )
+    company_id = fields.Many2one(
+        'res.company',
+        default=lambda self: self.env.company,
+    )
+
+    def action_generate(self):
+        self.ensure_one()
+        if not self.lot_ids:
+            raise UserError(_('Select at least one serial number to print stickers for.'))
+        return self.env.ref('fusion_repairs.action_report_qr_stickers') \
+            .report_action(self)
+
+    # ------------------------------------------------------------------
+    # Helpers used by the QWeb report
+    # ------------------------------------------------------------------
+    def _portal_base_url(self):
+        ICP = self.env['ir.config_parameter'].sudo()
+        base = (ICP.get_param('web.base.url', '') or '').rstrip('/')
+        path = ICP.get_param('fusion_repairs.client_portal_url', '/repair') or '/repair'
+        return base + path
+
+    def get_sticker_url(self, lot):
+        """Return the full URL that the QR code on this sticker encodes."""
+        url = self._portal_base_url()
+        serial = (lot.name or '').strip()
+        return f"{url}?sn={serial}" if serial else url
+
+    def get_qr_data_uri(self, url, size=180):
+        """Return a base64 PNG data URI for the QR code of the given URL.
+
+        Uses the `qrcode` library if available (it's a transitive dep of many
+        Odoo modules); falls back to a simple ASCII placeholder if not so the
+        report still renders (with a warning).
+        """
+        try:
+            import qrcode
+            img = qrcode.make(url)
+            buf = io.BytesIO()
+            img.save(buf, format='PNG')
+            b64 = base64.b64encode(buf.getvalue()).decode('ascii')
+            return f"data:image/png;base64,{b64}"
+        except Exception as e:
+            _logger.warning('QR sticker generation failed for %s: %s', url, e)
+            return ""

fusion_repairs/wizard/qr_sticker_wizard_views.xml

@@ -0,0 +1,39 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <record id="view_qr_sticker_wizard_form" model="ir.ui.view">
+        <field name="name">fusion.repair.qr.sticker.wizard.form</field>
+        <field name="model">fusion.repair.qr.sticker.wizard</field>
+        <field name="arch" type="xml">
+            <form string="Generate QR Stickers">
+                <sheet>
+                    <div class="alert alert-info" role="alert">
+                        <i class="fa fa-qrcode me-2"/>
+                        Each selected serial number prints as one sticker. Affix to
+                        the equipment so the client can scan and submit a service request
+                        without typing the serial.
+                    </div>
+                    <group>
+                        <field name="product_id" options="{'no_create': True}"/>
+                        <field name="lot_ids" widget="many2many_tags"
+                               domain="[('product_id', '=?', product_id)]"
+                               options="{'no_create': True}"/>
+                    </group>
+                </sheet>
+                <footer>
+                    <button name="action_generate" type="object"
+                            string="Print Stickers" class="btn-primary"/>
+                    <button string="Cancel" class="btn-secondary" special="cancel"/>
+                </footer>
+            </form>
+        </field>
+    </record>
+
+    <record id="action_qr_sticker_wizard" model="ir.actions.act_window">
+        <field name="name">Generate QR Stickers</field>
+        <field name="res_model">fusion.repair.qr.sticker.wizard</field>
+        <field name="view_mode">form</field>
+        <field name="target">new</field>
+    </record>
+
+</odoo>

fusion_repairs/wizard/repair_intake_wizard.py

@@ -0,0 +1,419 @@
+# -*- coding: utf-8 -*-
+# Copyright 2024-2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+"""Backend intake wizard.
+
+A simple Phase 1 transient model that captures one-or-many equipment items
+per call, then delegates to fusion.repair.intake.service to create the
+repair.order(s). The shared service guarantees identical behaviour to the
+sales rep portal and the public client portal added in later phases.
+
+Multi-equipment per call is supported via the equipment_ids One2many.
+
+Includes Phase 1 polish:
+- C1: duplicate-call detection (yellow banner if the partner has an open
+  repair from the last N days)
+- C5: outstanding-balance warning (red banner if open invoice total > config)
+- C6: quote-only mode (creates the repair but does NOT dispatch a tech)
+"""
+
+import logging
+from datetime import timedelta
+
+from odoo import _, api, fields, models
+from odoo.exceptions import UserError
+
+_logger = logging.getLogger(__name__)
+
+
+class RepairIntakeWizard(models.TransientModel):
+    _name = 'fusion.repair.intake.wizard'
+    _description = 'Repair Intake Wizard'
+
+    # ------------------------------------------------------------------
+    # CALLER / CLIENT
+    # ------------------------------------------------------------------
+    intake_user_id = fields.Many2one(
+        'res.users',
+        string='Taken By',
+        default=lambda self: self.env.user,
+        required=True,
+    )
+    partner_id = fields.Many2one(
+        'res.partner',
+        string='Client',
+        required=True,
+        help='Existing client. Use the create-and-edit dialog to add a new contact.',
+    )
+    partner_phone = fields.Char(
+        related='partner_id.phone',
+        string='Phone',
+        readonly=True,
+    )
+
+    # ------------------------------------------------------------------
+    # CONTEXTUAL BANNERS (C1 + C5)
+    # Computed reactively when the partner is selected. Shown in the form
+    # so CS knows immediately about duplicate calls or unpaid invoices.
+    # ------------------------------------------------------------------
+    duplicate_repair_ids = fields.Many2many(
+        'repair.order',
+        compute='_compute_partner_context',
+        string='Open Repairs (last N days)',
+    )
+    duplicate_count = fields.Integer(
+        compute='_compute_partner_context',
+        string='Duplicate Call Count',
+    )
+    duplicate_window_days = fields.Integer(
+        compute='_compute_partner_context',
+        string='Duplicate Window (days)',
+    )
+    currency_id = fields.Many2one(
+        'res.currency',
+        compute='_compute_partner_context',
+        string='Currency',
+    )
+    outstanding_balance = fields.Monetary(
+        compute='_compute_partner_context',
+        currency_field='currency_id',
+        string='Open Invoice Balance',
+    )
+    outstanding_invoice_count = fields.Integer(
+        compute='_compute_partner_context',
+        string='Open Invoices',
+    )
+    show_outstanding_warning = fields.Boolean(
+        compute='_compute_partner_context',
+        string='Show Outstanding Balance Warning',
+    )
+
+    # ------------------------------------------------------------------
+    # OPTIONS (C6 quote-only mode)
+    # ------------------------------------------------------------------
+    quote_only = fields.Boolean(
+        string='Quote Only - Do Not Dispatch',
+        help='Create the service request and quote the client, but do NOT '
+             'auto-create a technician dispatch task. Use this when the client '
+             'is gathering quotes or has not yet authorised the repair.',
+    )
+
+    # ------------------------------------------------------------------
+    # Bundle 8: rush / emergency options + live surcharge preview
+    # ------------------------------------------------------------------
+    rush_requested = fields.Boolean(
+        string='Rush / Emergency Service',
+        help='Tick when the client needs faster-than-normal turnaround. '
+             'Surcharge is calculated automatically from the rate card.',
+    )
+    rush_tier = fields.Selection(
+        [
+            ('same_day', 'Same Day (during business hours)'),
+            ('next_day', 'Next Day Priority'),
+            ('after_hours', 'After Hours (5pm-9pm weekday)'),
+            ('weekend', 'Weekend'),
+            ('holiday', 'Statutory Holiday'),
+        ],
+        string='Rush Tier',
+    )
+    rush_techs_required = fields.Integer(
+        string='Technicians Required',
+        default=1,
+    )
+    rush_surcharge_preview = fields.Monetary(
+        string='Quoted Surcharge',
+        compute='_compute_rush_surcharge_preview',
+        currency_field='currency_id',
+    )
+    rush_acknowledged = fields.Boolean(
+        string='Client Agreed to Price',
+        help='Tick this AFTER you have read the surcharge to the client over the '
+             'phone and they have said yes. The repair will record the '
+             'acknowledgement timestamp + your user id for audit.',
+    )
+
+    @api.depends('rush_tier', 'rush_techs_required', 'equipment_ids.repair_category_id')
+    def _compute_rush_surcharge_preview(self):
+        Rates = self.env['fusion.repair.emergency.charge'].sudo()
+        for w in self:
+            if not w.rush_tier or not w.equipment_ids:
+                w.rush_surcharge_preview = 0.0
+                continue
+            # Use the FIRST equipment's category for the preview - per-equipment
+            # surcharges land on each repair.order after create.
+            cat = w.equipment_ids[:1].repair_category_id
+            w.rush_surcharge_preview = Rates.calculate(
+                cat, w.rush_tier, w.rush_techs_required or 1,
+            )
+
+    # ------------------------------------------------------------------
+    # EQUIPMENT (one-or-many)
+    # ------------------------------------------------------------------
+    equipment_ids = fields.One2many(
+        'fusion.repair.intake.wizard.equipment',
+        'wizard_id',
+        string='Equipment Items',
+        required=True,
+    )
+
+    # ------------------------------------------------------------------
+    # COMPUTES
+    # ------------------------------------------------------------------
+    @api.depends('partner_id')
+    def _compute_partner_context(self):
+        ICP = self.env['ir.config_parameter'].sudo()
+        try:
+            window_days = int(ICP.get_param(
+                'fusion_repairs.duplicate_call_window_days', '14'
+            ))
+        except (ValueError, TypeError):
+            window_days = 14
+        try:
+            threshold = float(ICP.get_param(
+                'fusion_repairs.outstanding_balance_threshold', '100'
+            ))
+        except (ValueError, TypeError):
+            threshold = 100.0
+
+        # Avoid sudo - CS users already have access to their own company's
+        # repairs/invoices via the standard groups + the Repairs Office rule.
+        Repair = self.env['repair.order']
+        Move = self.env['account.move']
+        company_ids = self.env.companies.ids
+        default_currency = self.env.company.currency_id
+        cutoff = fields.Datetime.now() - timedelta(days=window_days)
+
+        for w in self:
+            w.duplicate_window_days = window_days
+            if not w.partner_id:
+                w.duplicate_repair_ids = False
+                w.duplicate_count = 0
+                w.outstanding_balance = 0.0
+                w.outstanding_invoice_count = 0
+                w.show_outstanding_warning = False
+                w.currency_id = default_currency
+                continue
+
+            # Multi-company scoped duplicate detection. search_count for the
+            # real total + search(limit=5) for the display list - so the banner
+            # never lies about a partner with >5 open calls.
+            dup_domain = [
+                ('partner_id', '=', w.partner_id.id),
+                ('state', 'not in', ('done', 'cancel')),
+                ('create_date', '>=', cutoff),
+                ('company_id', 'in', company_ids),
+            ]
+            w.duplicate_repair_ids = Repair.search(
+                dup_domain, order='create_date desc', limit=5,
+            )
+            w.duplicate_count = Repair.search_count(dup_domain)
+
+            # commercial_partner_id is the canonical "billed-to root" - covers
+            # child contacts AND walks up from a child if the caller IS a child.
+            commercial = w.partner_id.commercial_partner_id or w.partner_id
+            inv_domain = [
+                ('commercial_partner_id', '=', commercial.id),
+                ('move_type', '=', 'out_invoice'),
+                ('state', '=', 'posted'),
+                ('payment_state', 'in', ('not_paid', 'partial')),
+                ('company_id', 'in', company_ids),
+            ]
+            # _read_group pushes the SUM to Postgres - O(1) load vs O(N) records.
+            rows = Move._read_group(
+                inv_domain, aggregates=['amount_residual:sum', '__count'],
+            )
+            balance, invoice_count = rows[0] if rows else (0.0, 0)
+            w.currency_id = default_currency
+            w.outstanding_balance = balance or 0.0
+            w.outstanding_invoice_count = invoice_count or 0
+            w.show_outstanding_warning = (balance or 0.0) >= threshold
+
+    # ------------------------------------------------------------------
+    # SUBMIT
+    # ------------------------------------------------------------------
+    def action_submit(self):
+        self.ensure_one()
+        if not self.equipment_ids:
+            raise UserError(_('Please add at least one piece of equipment.'))
+
+        payload = {
+            'partner_id': self.partner_id.id,
+            'intake_user_id': self.intake_user_id.id,
+            'quote_only': self.quote_only,
+            'rush_requested': self.rush_requested,
+            'rush_tier': self.rush_tier if self.rush_requested else False,
+            'rush_techs_required': self.rush_techs_required if self.rush_requested else 1,
+            'rush_acknowledged': self.rush_acknowledged,
+            'equipment_items': [self._equipment_payload(eq) for eq in self.equipment_ids],
+        }
+
+        # sudo() so sub-operations (mail.activity, mail.mail, fusion.technician.task)
+        # never trip on permission checks - x_fc_intake_user_id preserves audit identity.
+        repairs = self.env['fusion.repair.intake.service'].sudo().create_repair_orders(
+            payload, source='backend_wizard',
+        )
+
+        # If CS ticked "rush" and "client agreed", stamp the ack on every spawned repair.
+        if self.rush_requested and self.rush_acknowledged:
+            for r in repairs:
+                r.x_fc_rush_acknowledged_at = fields.Datetime.now()
+                r.x_fc_rush_acknowledged_by_id = self.intake_user_id.id or self.env.uid
+
+        if len(repairs) == 1:
+            return {
+                'type': 'ir.actions.act_window',
+                'name': repairs.name,
+                'res_model': 'repair.order',
+                'view_mode': 'form',
+                'res_id': repairs.id,
+            }
+        return {
+            'type': 'ir.actions.act_window',
+            'name': _('Service Calls Created (%(count)s)', count=len(repairs)),
+            'res_model': 'repair.order',
+            'view_mode': 'list,form',
+            'domain': [('id', 'in', repairs.ids)],
+        }
+
+    def action_open_existing_repair(self):
+        """C1: jump to the most recent duplicate repair so CS can add a note
+        instead of creating a new repair."""
+        self.ensure_one()
+        if not self.duplicate_repair_ids:
+            return False
+        repair = self.duplicate_repair_ids[0]
+        return {
+            'type': 'ir.actions.act_window',
+            'name': repair.name,
+            'res_model': 'repair.order',
+            'view_mode': 'form',
+            'res_id': repair.id,
+            'target': 'current',
+        }
+
+    def action_view_outstanding_invoices(self):
+        """C5: open the list of unpaid invoices for context."""
+        self.ensure_one()
+        return {
+            'type': 'ir.actions.act_window',
+            'name': _('Open Invoices - %s', self.partner_id.name or ''),
+            'res_model': 'account.move',
+            'view_mode': 'list,form',
+            'domain': [
+                ('partner_id', 'child_of', self.partner_id.id),
+                ('move_type', '=', 'out_invoice'),
+                ('state', '=', 'posted'),
+                ('payment_state', 'in', ('not_paid', 'partial')),
+            ],
+            'target': 'current',
+        }
+
+    def _equipment_payload(self, eq):
+        """Render an equipment record as a dict the intake service expects."""
+        return {
+            'product_id': eq.product_id.id or False,
+            'lot_id': eq.lot_id.id or False,
+            'repair_category_id': eq.repair_category_id.id or False,
+            'intake_template_id': eq.intake_template_id.id or False,
+            'third_party': eq.third_party,
+            'urgency': eq.urgency,
+            'issue_summary': eq.issue_summary or '',
+            'issue_category': eq.issue_category or '',
+            'internal_notes': eq.internal_notes or '',
+            'schedule_date': eq.scheduled_date or False,
+            'photo_attachment_ids': eq.photo_ids.ids if eq.photo_ids else [],
+            'answers': [],  # Phase 1 wizard doesn't expose per-question answer rows yet
+        }
+
+
+class RepairIntakeWizardEquipment(models.TransientModel):
+    """A single piece of equipment captured in the wizard.
+
+    Multiple lines = multi-equipment intake (one repair.order per line).
+    """
+
+    _name = 'fusion.repair.intake.wizard.equipment'
+    _description = 'Repair Intake Wizard - Equipment Line'
+    _order = 'sequence, id'
+
+    wizard_id = fields.Many2one(
+        'fusion.repair.intake.wizard',
+        string='Wizard',
+        required=True,
+        ondelete='cascade',
+    )
+    sequence = fields.Integer(default=10)
+
+    # Equipment identification
+    repair_category_id = fields.Many2one(
+        'fusion.repair.product.category',
+        string='Category',
+        required=True,
+    )
+    product_id = fields.Many2one(
+        'product.product',
+        string='Product',
+        help='Specific product if known. Leave blank for generic equipment.',
+    )
+    lot_id = fields.Many2one(
+        'stock.lot',
+        string='Serial Number',
+        domain="[('product_id', '=', product_id)]",
+        help='Lot or serial number if known.',
+    )
+    third_party = fields.Boolean(
+        string='Not Purchased From Us',
+        help='Tick if this equipment was bought elsewhere - we still service it but '
+             'warranty is not honoured and a service call-out fee applies.',
+    )
+
+    # Intake context
+    intake_template_id = fields.Many2one(
+        'fusion.repair.intake.template',
+        string='Question Template',
+        help='Defaults to the template configured on the category if left blank.',
+    )
+
+    # Triage
+    urgency = fields.Selection(
+        [('normal', 'Normal'), ('urgent', 'Urgent'), ('safety', 'Safety Issue')],
+        string='Urgency',
+        default='normal',
+        required=True,
+    )
+    scheduled_date = fields.Datetime(
+        string='Preferred Date',
+        default=fields.Datetime.now,
+    )
+    issue_summary = fields.Char(
+        string='Issue Summary',
+        help='One-line summary of what is wrong (e.g. "stairlift stops halfway up").',
+    )
+    issue_category = fields.Char(
+        string='Symptom Category',
+        help='Optional symptom tag for catalogue matching (e.g. "battery", "motor").',
+    )
+    internal_notes = fields.Text(string='Internal Notes')
+
+    photo_ids = fields.Many2many(
+        'ir.attachment',
+        'fusion_repair_intake_wizard_eq_photo_rel',
+        'eq_id',
+        'attachment_id',
+        string='Photos / Videos',
+    )
+
+    @api.onchange('repair_category_id')
+    def _onchange_repair_category_id(self):
+        """Pre-fill the intake template from the category default."""
+        if self.repair_category_id and not self.intake_template_id:
+            self.intake_template_id = self.repair_category_id.intake_template_id
+
+    @api.onchange('product_id')
+    def _onchange_product_id(self):
+        """Pre-fill the category from the product if defined."""
+        if self.product_id and not self.repair_category_id:
+            cat = self.product_id.product_tmpl_id.x_fc_repair_category_id
+            if cat:
+                self.repair_category_id = cat

fusion_repairs/wizard/repair_intake_wizard_views.xml

@@ -0,0 +1,135 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <record id="view_repair_intake_wizard_form" model="ir.ui.view">
+        <field name="name">fusion.repair.intake.wizard.form</field>
+        <field name="model">fusion.repair.intake.wizard</field>
+        <field name="arch" type="xml">
+            <form string="New Service Call">
+                <sheet>
+                    <group>
+                        <group string="Caller / Client">
+                            <field name="intake_user_id" options="{'no_create': True}"/>
+                            <field name="partner_id"
+                                   options="{'no_create_edit': False, 'no_quick_create': False}"/>
+                            <field name="partner_phone" readonly="1" invisible="not partner_id"/>
+                        </group>
+                    </group>
+
+                    <!-- C1: duplicate-call detection banner -->
+                    <div class="alert alert-warning d-flex justify-content-between align-items-center"
+                         role="alert"
+                         invisible="duplicate_count == 0">
+                        <div>
+                            <i class="fa fa-exclamation-triangle me-1"/>
+                            <strong>Open repair already exists for this client</strong>
+                            (<field name="duplicate_count" nolabel="1" readonly="1" class="d-inline"/>
+                            in last <field name="duplicate_window_days" nolabel="1" readonly="1" class="d-inline"/> days).
+                            Consider adding a note to the existing repair instead.
+                        </div>
+                        <button name="action_open_existing_repair"
+                                type="object"
+                                string="Open Existing Repair"
+                                class="btn btn-sm btn-warning"/>
+                    </div>
+                    <field name="duplicate_repair_ids" invisible="1"/>
+                    <field name="currency_id" invisible="1"/>
+
+                    <!-- C5: outstanding-balance warning banner -->
+                    <div class="alert alert-danger d-flex justify-content-between align-items-center"
+                         role="alert"
+                         invisible="not show_outstanding_warning">
+                        <div>
+                            <i class="fa fa-money me-1"/>
+                            <strong>Outstanding balance:</strong>
+                            <field name="outstanding_balance" widget="monetary" nolabel="1" readonly="1" class="d-inline"/>
+                            across <field name="outstanding_invoice_count" nolabel="1" readonly="1" class="d-inline"/> invoice(s).
+                            Worth mentioning during this call.
+                        </div>
+                        <button name="action_view_outstanding_invoices"
+                                type="object"
+                                string="View Invoices"
+                                class="btn btn-sm btn-danger"/>
+                    </div>
+
+                    <separator string="Equipment Items (one repair per item)"/>
+                    <field name="equipment_ids">
+                        <list editable="bottom">
+                            <field name="sequence" widget="handle"/>
+                            <field name="repair_category_id" options="{'no_create': True}"/>
+                            <field name="product_id" optional="show"/>
+                            <field name="lot_id" optional="hide"/>
+                            <field name="third_party" optional="show"/>
+                            <field name="urgency" widget="badge"
+                                   decoration-success="urgency == 'normal'"
+                                   decoration-warning="urgency == 'urgent'"
+                                   decoration-danger="urgency == 'safety'"/>
+                            <field name="issue_summary"/>
+                            <field name="scheduled_date" optional="hide"/>
+                        </list>
+                        <form>
+                            <group>
+                                <group>
+                                    <field name="repair_category_id" options="{'no_create': True}"/>
+                                    <field name="product_id"/>
+                                    <field name="lot_id"/>
+                                    <field name="third_party"/>
+                                </group>
+                                <group>
+                                    <field name="urgency"/>
+                                    <field name="scheduled_date"/>
+                                    <field name="intake_template_id" options="{'no_create': True}"/>
+                                </group>
+                            </group>
+                            <field name="issue_summary"
+                                   placeholder="One-line summary (e.g. 'stairlift stops halfway up')"/>
+                            <field name="issue_category"
+                                   placeholder="Symptom tag (e.g. battery, motor, remote)"/>
+                            <field name="internal_notes" placeholder="Internal notes"/>
+                            <separator string="Photos / Videos"/>
+                            <field name="photo_ids" widget="many2many_binary"/>
+                        </form>
+                    </field>
+                    <!-- C6: quote-only mode -->
+                    <separator string="Options"/>
+                    <group>
+                        <field name="quote_only"/>
+                    </group>
+
+                    <!-- Bundle 8: rush / emergency surcharge -->
+                    <separator string="Rush / Emergency Service"/>
+                    <group>
+                        <field name="rush_requested"/>
+                        <field name="rush_tier"
+                               required="rush_requested"
+                               invisible="not rush_requested"/>
+                        <field name="rush_techs_required"
+                               invisible="not rush_requested"/>
+                        <field name="rush_surcharge_preview"
+                               widget="monetary"
+                               readonly="1"
+                               invisible="not rush_requested"/>
+                        <field name="currency_id" invisible="1"/>
+                        <field name="rush_acknowledged"
+                               invisible="not rush_requested"/>
+                    </group>
+                    <div class="alert alert-warning"
+                         role="alert"
+                         invisible="not rush_requested or rush_acknowledged">
+                        <i class="fa fa-exclamation-triangle me-1"/>
+                        <strong>Read the surcharge to the client and get verbal OK.</strong>
+                        Then tick the "Client Agreed to Price" box above before submitting.
+                    </div>
+                </sheet>
+                <footer>
+                    <button string="Submit"
+                            name="action_submit"
+                            type="object"
+                            class="btn-primary"/>
+                    <button string="Cancel" class="btn-secondary" special="cancel"/>
+                </footer>
+            </form>
+        </field>
+    </record>
+
+</odoo>

fusion_repairs/wizard/repair_visit_report_wizard.py

@@ -0,0 +1,654 @@
+# -*- coding: utf-8 -*-
+# Copyright 2024-2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+
+"""Technician visit report wizard.
+
+Opened from a completed (or in-progress) repair.order. Captures:
+- labour hours
+- parts/consumables used
+- recommended upsell products
+- optional client signature
+
+On confirm:
+- writes labour + parts as repair.order lines (Odoo native operations)
+- updates x_fc_actual_cost on the repair
+- triggers variance reconciliation (sets x_fc_requires_requote if over threshold)
+- if not requote: confirms the repair (state='under_repair' -> 'done' via Odoo native flow)
+- offers an action_collect_payment shortcut to fire Poynt on the resulting invoice
+"""
+
+import logging
+from datetime import timedelta
+
+from markupsafe import Markup
+
+from odoo import _, api, fields, models
+from odoo.exceptions import UserError
+
+_logger = logging.getLogger(__name__)
+
+
+class RepairVisitReportWizard(models.TransientModel):
+    _name = 'fusion.repair.visit.report.wizard'
+    _description = 'Repair Visit Report Wizard'
+
+    repair_id = fields.Many2one(
+        'repair.order',
+        string='Repair Order',
+        required=True,
+        readonly=True,
+    )
+    technician_id = fields.Many2one(
+        'res.users',
+        string='Technician',
+        default=lambda self: self.env.user,
+        domain="[('x_fc_is_field_staff', '=', True)]",
+    )
+
+    # Labour
+    labour_hours = fields.Float(
+        string='Labour Hours',
+        required=True,
+        default=1.0,
+    )
+
+    # Parts used (simple line model below)
+    parts_line_ids = fields.One2many(
+        'fusion.repair.visit.report.wizard.line',
+        'wizard_id',
+        string='Parts Used',
+    )
+
+    # Outcome
+    notes = fields.Html(string='Technician Notes')
+    found_another_issue = fields.Boolean(
+        string='Found Another Issue',
+        help='Tick to spawn a follow-up repair after saving this visit.',
+    )
+
+    # M1: tick when the visit was a safety inspection. On save the wizard
+    # creates a fusion.repair.inspection.certificate.
+    issue_inspection_cert = fields.Boolean(
+        string='Issue Compliance Certificate',
+        help='Tick when the visit was an annual safety inspection. Creates an '
+             'inspection certificate record and prints the PDF on save.',
+    )
+    inspection_cert_id = fields.Many2one(
+        'fusion.repair.inspection.certificate',
+        string='Issued Certificate',
+        readonly=True,
+    )
+
+    # ----- T4 client signature -----
+    client_signature = fields.Binary(
+        string='Client Signature',
+        attachment=True,
+        help='Captured via signature widget on tech mobile - proves the '
+             'client accepted the work.',
+    )
+    client_signature_name = fields.Char(
+        string='Signed By',
+        help='Type the client name as they signed (for the audit log).',
+    )
+
+    # ----- T7 no-show photo proof -----
+    no_show = fields.Boolean(
+        string='Client No-Show',
+        help='Tick if the client was not present. Forces a no-show photo.',
+    )
+    no_show_photo = fields.Binary(
+        string='No-Show Photo',
+        attachment=True,
+        help='Photo of the door / driveway proving the technician attended.',
+    )
+
+    # ----- T6 parts replaced - serial capture -----
+    parts_serial_capture = fields.Text(
+        string='Replaced Parts - Serials',
+        help='One serial per line. Used for OEM warranty claims.',
+    )
+
+    # ----- Bundle 8: Cannot Fix Today - Needs Parts -----
+    outcome = fields.Selection(
+        [
+            ('completed', 'Repair Complete - Close It'),
+            ('parts_needed', "Can't Fix Today - Need to Order Parts"),
+            ('rescheduled', 'Could Not Reach / Rescheduled'),
+        ],
+        string='Visit Outcome',
+        default='completed',
+        required=True,
+        help='Drives what happens after you submit: completed -> closes the '
+             "repair; parts_needed -> captures the part info, emails the client, "
+             "schedules follow-up; rescheduled -> repair stays open.",
+    )
+    needs_parts_line_ids = fields.One2many(
+        'fusion.repair.visit.report.wizard.partline',
+        'wizard_id',
+        string='Parts To Order',
+        help='ONE line per distinct part. Description + OEM number + photos go to '
+             'procurement so they can place the manufacturer order from your input '
+             'alone.',
+    )
+
+    # ----- Bundle 9: callout pricing + warranty -----
+    callout_distance_km = fields.Float(
+        related='repair_id.x_fc_callout_distance_km',
+        string='One-Way Distance (km)',
+        readonly=False,
+        help='Distance from shop to client. Beyond the rate-card threshold, '
+             'EVERY km is billed BOTH WAYS, per tech.',
+    )
+    callout_techs = fields.Integer(
+        related='repair_id.x_fc_callout_techs',
+        string='Technicians on Callout',
+        readonly=False,
+    )
+    callout_tier = fields.Selection(
+        related='repair_id.x_fc_callout_tier',
+        string='Callout Tier',
+        readonly=False,
+    )
+    callout_in_shop = fields.Boolean(
+        related='repair_id.x_fc_in_shop',
+        string='In-Shop Repair',
+        readonly=False,
+    )
+    callout_labor_hours_used = fields.Float(
+        string='Repair Hours (after 30 min inspection)',
+        default=1.0,
+        help='Total hours of REPAIR WORK after the 30 minutes the callout fee covers. '
+             'Minimum 1 hour is billed even if the actual fix took less.',
+    )
+    quote_total_preview = fields.Monetary(
+        related='repair_id.x_fc_quote_total',
+        currency_field='company_currency_id',
+        readonly=True,
+    )
+    quote_breakdown_preview = fields.Text(
+        related='repair_id.x_fc_quote_breakdown_text',
+        readonly=True,
+    )
+    labor_warranty_status_preview = fields.Selection(
+        related='repair_id.x_fc_labor_warranty_status',
+        readonly=True,
+    )
+    labor_warranty_id_preview = fields.Many2one(
+        related='repair_id.x_fc_labor_warranty_id',
+        readonly=True,
+    )
+    # Void path: tech finds misuse / negligence -> warranty is void
+    warranty_void_reason = fields.Selection(
+        [
+            ('user_negligence', 'User Negligence'),
+            ('gross_negligence', 'Gross Negligence'),
+            ('misuse', 'Misuse'),
+            ('over_recommended_use', 'Over-Recommended Use'),
+            ('accidental_damage', 'Accidental Damage'),
+        ],
+        string='Void Warranty Reason',
+        help='If you find evidence the unit was misused, pick the reason. The '
+             'matching labor warranty record (if any) is voided permanently '
+             'and the client is billed full labor.',
+    )
+    warranty_void_notes = fields.Text(string='Void Notes')
+
+    # Variance display
+    estimated_cost = fields.Monetary(
+        related='repair_id.x_fc_estimated_cost',
+        currency_field='company_currency_id',
+        readonly=True,
+    )
+    actual_cost = fields.Monetary(
+        string='Actual Cost',
+        compute='_compute_actual_cost',
+        currency_field='company_currency_id',
+    )
+    variance_pct = fields.Float(
+        string='Variance %',
+        compute='_compute_actual_cost',
+    )
+    requires_requote = fields.Boolean(
+        compute='_compute_actual_cost',
+    )
+
+    company_currency_id = fields.Many2one(
+        'res.currency',
+        related='repair_id.company_currency_id',
+        readonly=True,
+    )
+
+    @api.depends('labour_hours', 'parts_line_ids.subtotal', 'repair_id.x_fc_estimated_cost')
+    def _compute_actual_cost(self):
+        ICP = self.env['ir.config_parameter'].sudo()
+        try:
+            threshold_pct = float(ICP.get_param('fusion_repairs.variance_threshold_pct', '20'))
+        except (ValueError, TypeError):
+            threshold_pct = 20.0
+        try:
+            threshold_amt = float(ICP.get_param('fusion_repairs.variance_threshold_amount', '100'))
+        except (ValueError, TypeError):
+            threshold_amt = 100.0
+
+        for w in self:
+            catalog = w.repair_id.x_fc_service_catalog_id
+            labour_rate = 0.0
+            if catalog and catalog.service_product_id:
+                labour_rate = catalog.service_product_id.list_price
+            parts_total = sum(w.parts_line_ids.mapped('subtotal'))
+            w.actual_cost = (w.labour_hours * labour_rate) + parts_total
+            est = w.estimated_cost or 0.0
+            variance_pct = ((w.actual_cost - est) / est * 100) if est else 0.0
+            w.variance_pct = variance_pct
+            # One-sided: only OVER-cost triggers re-quote. Coming in under
+            # estimate is good news and must not block invoicing.
+            over_pct = variance_pct
+            over_amt = w.actual_cost - est
+            w.requires_requote = est > 0 and (
+                over_pct >= threshold_pct or over_amt >= threshold_amt
+            )
+
+    # ------------------------------------------------------------------
+    # ACTION
+    # ------------------------------------------------------------------
+    def action_confirm(self):
+        self.ensure_one()
+        repair = self.repair_id
+        if not repair:
+            raise UserError(_('No repair selected.'))
+
+        # Create native repair operations (stock moves) for the parts used.
+        # 'add' type moves consume parts from the parts source location and
+        # flow through to the invoice when action_create_sale_order() is run.
+        self._create_repair_part_moves(repair)
+
+        # Persist actual cost + requote flag on the repair.
+        repair.write({
+            'x_fc_actual_cost': self.actual_cost,
+            'x_fc_requires_requote': self.requires_requote,
+            # Bundle 9 - persist hours the tech actually worked + resolve warranty
+            'x_fc_callout_labor_hours': self.callout_labor_hours_used,
+        })
+
+        # Bundle 9: resolve labor warranty + apply void reason if the tech
+        # found misuse during the visit.
+        repair.action_check_labor_warranty()
+        if self.warranty_void_reason and repair.x_fc_labor_warranty_id:
+            repair.x_fc_labor_warranty_id.action_void(
+                reason=self.warranty_void_reason,
+                notes=self.warranty_void_notes or '',
+            )
+            repair.x_fc_labor_warranty_status = 'void_misuse'
+            repair.message_post(body=Markup(_(
+                'Warranty <b>VOIDED</b> on this visit. Reason: %(r)s. '
+                'Full labor charged.'
+            )) % {'r': dict(self._fields['warranty_void_reason'].selection).get(
+                self.warranty_void_reason)})
+
+        # Append technician notes to chatter.
+        if self.notes:
+            repair.message_post(body=self.notes)
+
+        # Spawn a follow-up repair if the tech found another issue.
+        stub = False
+        if self.found_another_issue:
+            stub = repair.copy({
+                'state': 'draft',
+                'internal_notes': _(
+                    '<p><em>Spawned from visit report on %(ref)s. Add details for the new issue.</em></p>',
+                    ref=repair.name,
+                ),
+                'x_fc_intake_source': 'manual',
+                'x_fc_intake_session_id': repair.x_fc_intake_session_id,
+                'x_fc_estimated_cost': 0.0,
+                'x_fc_actual_cost': 0.0,
+                'x_fc_requires_requote': False,
+                'x_fc_intake_template_id': False,
+                'x_fc_service_catalog_id': False,
+                'x_fc_maintenance_contract_id': False,
+            })
+            repair.message_post(
+                body=Markup(_(
+                    'Spawned follow-up repair <b>%(name)s</b> for "found another issue".'
+                )) % {'name': stub.name or ''},
+            )
+
+        # M1: issue an inspection certificate when the box is ticked
+        # AND the equipment is safety-critical (stairlift / porch lift / power chair).
+        if self.issue_inspection_cert:
+            self._create_inspection_certificate(repair)
+
+        # T4 / T6 / T7: persist captured artefacts as ir.attachment on the
+        # repair so they survive the wizard close.
+        self._persist_mobile_artefacts(repair)
+
+        # M5: burn a pre-paid service plan visit if the client has one and
+        # the repair is a maintenance visit. The wizard intentionally does NOT
+        # zero out the client's invoice line - the office still posts the
+        # invoice; the burn is informational + the office reconciles credits
+        # in their accounting flow.
+        if not repair.x_fc_is_quote_only:
+            self._burn_service_plan_visit(repair)
+
+        # Bundle 8: parts-needed branch - capture the parts, flag the repair,
+        # email the client, leave the repair OPEN with awaiting_parts substate.
+        if self.outcome == 'parts_needed':
+            self._handle_parts_needed(repair)
+        elif self.outcome == 'rescheduled':
+            repair.message_post(body=Markup(_(
+                'Visit reported as <b>rescheduled</b>. Repair kept open.'
+            )))
+        # BUG-B1 fix: actually close the repair so the whole downstream chain
+        # (NPS cron, dashboard "done this month" stats, customer survey) fires.
+        # Leave open if requote needed - the office will re-quote and the tech
+        # will revisit. No-show / parts-needed / rescheduled / quote-only also
+        # stay open.
+        elif (self.outcome == 'completed'
+                and not self.requires_requote
+                and not self.no_show
+                and not repair.x_fc_is_quote_only
+                and not stub):
+            self._close_repair(repair)
+        elif self.no_show:
+            repair.message_post(body=Markup(_(
+                'Repair kept <b>open</b> due to no-show. Office to reschedule.'
+            )))
+        elif self.requires_requote:
+            repair.message_post(body=Markup(_(
+                'Repair kept <b>open</b> pending re-quote (variance flag).'
+            )))
+
+        # If a stub was spawned, open it directly so the tech can fill in details.
+        # Otherwise, if a certificate was issued, jump to it so the tech can print.
+        if stub:
+            return {
+                'type': 'ir.actions.act_window',
+                'name': stub.name,
+                'res_model': 'repair.order',
+                'view_mode': 'form',
+                'res_id': stub.id,
+            }
+        if self.inspection_cert_id:
+            return {
+                'type': 'ir.actions.act_window',
+                'name': self.inspection_cert_id.name,
+                'res_model': 'fusion.repair.inspection.certificate',
+                'view_mode': 'form',
+                'res_id': self.inspection_cert_id.id,
+            }
+        return {
+            'type': 'ir.actions.act_window',
+            'name': repair.name,
+            'res_model': 'repair.order',
+            'view_mode': 'form',
+            'res_id': repair.id,
+        }
+
+    def _persist_mobile_artefacts(self, repair):
+        """T4/T6/T7: attach signature image, no-show photo, and serial list
+        to the repair so they survive after the transient wizard closes."""
+        Attachment = self.env['ir.attachment'].sudo()
+        if self.client_signature:
+            Attachment.create({
+                'name': f'signature-{repair.name}.png',
+                'datas': self.client_signature,
+                'res_model': 'repair.order',
+                'res_id': repair.id,
+                'mimetype': 'image/png',
+            })
+            who = self.client_signature_name or repair.partner_id.name or ''
+            repair.message_post(body=Markup(_(
+                'Client signature captured (<b>%s</b>).'
+            )) % who)
+        if self.no_show:
+            if self.no_show_photo:
+                Attachment.create({
+                    'name': f'no-show-{repair.name}.jpg',
+                    'datas': self.no_show_photo,
+                    'res_model': 'repair.order',
+                    'res_id': repair.id,
+                    'mimetype': 'image/jpeg',
+                })
+            repair.message_post(body=Markup(_(
+                'Visit recorded as <b>client no-show</b>%s.'
+            )) % (' (photo attached)' if self.no_show_photo else ''))
+        if self.parts_serial_capture and self.parts_serial_capture.strip():
+            repair.message_post(body=Markup(_(
+                'Replaced part serials captured:<br/><pre>%s</pre>'
+            )) % self.parts_serial_capture.strip())
+
+    def _handle_parts_needed(self, repair):
+        """Capture each part line as a fusion.repair.part.order record,
+        flag the repair as Awaiting Parts, and email the client a
+        "we found the problem - here's the timeline" note."""
+        if not self.needs_parts_line_ids:
+            raise UserError(_(
+                'Tick "Can\'t Fix Today - Need to Order Parts" but no parts '
+                'are captured. Add at least one part line so procurement can '
+                'place the order.'
+            ))
+        PartOrder = self.env['fusion.repair.part.order'].sudo()
+        Attachment = self.env['ir.attachment'].sudo()
+        max_lead = 0
+        for line in self.needs_parts_line_ids:
+            # Copy any uploaded photos onto attachments owned by the part order.
+            photo_ids = []
+            for att in line.photo_ids:
+                copied = Attachment.create({
+                    'name': att.name,
+                    'datas': att.datas,
+                    'mimetype': att.mimetype,
+                })
+                photo_ids.append(copied.id)
+            part = PartOrder.create({
+                'repair_order_id': repair.id,
+                'description': line.description,
+                'oem_part_number': line.oem_part_number,
+                'manufacturer': line.manufacturer,
+                'quantity': line.quantity or 1.0,
+                'notes': line.notes,
+                'photo_ids': [(6, 0, photo_ids)] if photo_ids else False,
+                'expected_date': line.expected_lead_days and (
+                    fields.Date.context_today(self)
+                    + timedelta(days=line.expected_lead_days)
+                ) or False,
+            })
+            max_lead = max(max_lead, int(line.expected_lead_days or 0))
+        repair.write({
+            'x_fc_parts_awaiting': True,
+            'x_fc_parts_eta_date': (
+                fields.Date.context_today(self) + timedelta(days=max_lead + 2)
+                if max_lead else False
+            ),
+        })
+        # Office activity - "place these orders today".
+        repair.activity_schedule(
+            summary='Order parts from manufacturer(s)',
+            note=_('Tech captured %d part(s) - place the order(s) today.'
+                   ) % len(self.needs_parts_line_ids),
+            user_id=repair.user_id.id or self.env.uid,
+        )
+        # Client comms.
+        tpl = self.env.ref(
+            'fusion_repairs.email_template_repair_awaiting_parts',
+            raise_if_not_found=False,
+        )
+        if tpl and repair.partner_id and repair.partner_id.email:
+            try:
+                tpl.send_mail(repair.id, force_send=False)
+            except Exception:
+                _logger.exception('Awaiting-parts email failed for %s', repair.name)
+        repair.message_post(body=Markup(_(
+            'Visit reported as <b>parts needed</b>. Captured %(n)d part order(s); '
+            'repair flagged "Awaiting Parts". Client notified.'
+        )) % {'n': len(self.needs_parts_line_ids)})
+
+    def _close_repair(self, repair):
+        """Drive the Odoo native state machine from draft -> done.
+
+        Odoo 19 sequence: draft -> action_validate (confirmed/under_repair)
+        -> action_repair_start (under_repair) -> action_repair_end (done).
+        Calls are guarded - silently re-runs only the missing steps.
+        """
+        try:
+            if repair.state == 'draft':
+                # action_validate is the standard entry path; if the product is
+                # storable it expects reservations etc., so fall back to the
+                # simpler _action_repair_confirm() helper if validate refuses.
+                try:
+                    repair.action_validate()
+                except Exception as e:
+                    _logger.info(
+                        'action_validate skipped for %s: %s; using internal confirm.',
+                        repair.name, e,
+                    )
+                    repair._action_repair_confirm()
+            if repair.state == 'confirmed':
+                repair.action_repair_start()
+            if repair.state == 'under_repair':
+                repair.action_repair_end()
+            repair.message_post(body=Markup(_(
+                'Visit report submitted - repair closed by <b>%s</b>.'
+            )) % (self.technician_id.name or self.env.user.name))
+        except Exception as e:
+            _logger.exception(
+                'Visit report could not close repair %s automatically: %s',
+                repair.name, e,
+            )
+            repair.message_post(body=Markup(_(
+                '<b>Could not auto-close repair</b>: %s. Office must close manually.'
+            )) % str(e))
+
+    def _burn_service_plan_visit(self, repair):
+        """M5: deduct one visit from the most-recently-active service plan
+        covering this repair. Quietly no-ops if the client has no plan."""
+        Plan = self.env['fusion.repair.service.plan.subscription'].sudo()
+        sub = Plan.find_for_repair(repair)
+        if sub:
+            sub.burn_visit(repair)
+
+    def _create_inspection_certificate(self, repair):
+        """M1: create the inspection certificate. Requires a safety-critical
+        equipment category - otherwise just logs to chatter and skips."""
+        category = repair.x_fc_repair_category_id
+        if not category or not category.safety_critical:
+            repair.message_post(body=_(
+                'Inspection certificate skipped - equipment category is not '
+                'flagged as safety_critical. Only stairlifts, porch lifts, '
+                'and power wheelchairs receive annual certificates.'
+            ))
+            return
+        if not repair.product_id:
+            repair.message_post(body=_(
+                'Inspection certificate skipped - the repair has no product set.'
+            ))
+            return
+        Cert = self.env['fusion.repair.inspection.certificate'].sudo()
+        cert = Cert.create({
+            'partner_id': repair.partner_id.id,
+            'product_id': repair.product_id.id,
+            'lot_id': repair.lot_id.id if repair.lot_id else False,
+            'repair_order_id': repair.id,
+            'inspector_user_id': self.technician_id.id or self.env.uid,
+        })
+        self.inspection_cert_id = cert
+        repair.message_post(body=_(
+            'Issued inspection certificate %s (expires %s).'
+        ) % (cert.name, cert.expiry_date))
+
+    def _create_repair_part_moves(self, repair):
+        """Create stock.move records for each part used (repair_line_type='add').
+
+        Locations follow the repair order's configured source / parts locations;
+        Odoo natively links these moves to the SO line generated by
+        action_create_sale_order() so they invoice correctly.
+        """
+        Move = self.env['stock.move'].sudo()
+        for line in self.parts_line_ids:
+            if not line.product_id or line.quantity <= 0:
+                continue
+            vals = {
+                'name': line.product_id.display_name,
+                'product_id': line.product_id.id,
+                'product_uom_qty': line.quantity,
+                'product_uom': line.product_id.uom_id.id,
+                'repair_id': repair.id,
+                'repair_line_type': 'add',
+                'location_id': repair.location_id.id,
+                'location_dest_id': repair.parts_location_id.id or repair.location_id.id,
+                'company_id': repair.company_id.id,
+            }
+            try:
+                Move.create(vals)
+            except Exception as e:
+                _logger.warning(
+                    'Could not create repair part move on %s for %s: %s',
+                    repair.name, line.product_id.display_name, e,
+                )
+
+
+class RepairVisitReportWizardLine(models.TransientModel):
+    _name = 'fusion.repair.visit.report.wizard.line'
+    _description = 'Repair Visit Report Wizard - Part Line'
+
+    wizard_id = fields.Many2one(
+        'fusion.repair.visit.report.wizard',
+        required=True,
+        ondelete='cascade',
+    )
+    product_id = fields.Many2one(
+        'product.product',
+        string='Part',
+        required=True,
+    )
+    quantity = fields.Float(default=1.0, required=True)
+    unit_price = fields.Float(string='Unit Price')
+    subtotal = fields.Float(compute='_compute_subtotal', store=True)
+
+    @api.onchange('product_id')
+    def _onchange_product_id(self):
+        if self.product_id:
+            self.unit_price = self.product_id.list_price
+
+    @api.depends('quantity', 'unit_price')
+    def _compute_subtotal(self):
+        for line in self:
+            line.subtotal = line.quantity * line.unit_price
+
+
+class RepairVisitReportWizardPartLine(models.TransientModel):
+    """Bundle 8: parts the tech needs the office to ORDER from the manufacturer.
+
+    Captured during the visit report when outcome='parts_needed'; one record per
+    distinct part. On wizard confirm, each line creates a
+    fusion.repair.part.order which is the procurement-facing record.
+    """
+    _name = 'fusion.repair.visit.report.wizard.partline'
+    _description = 'Visit Report - Part to Order'
+
+    wizard_id = fields.Many2one(
+        'fusion.repair.visit.report.wizard',
+        required=True,
+        ondelete='cascade',
+    )
+    description = fields.Char(
+        string='Description',
+        required=True,
+        help='Plain English (e.g. "Handicare 1100 right armrest").',
+    )
+    oem_part_number = fields.Char(string='OEM #')
+    manufacturer = fields.Char(string='Manufacturer')
+    quantity = fields.Float(default=1.0, required=True)
+    expected_lead_days = fields.Integer(
+        string='Lead Time (days)',
+        default=7,
+        help='Tech estimate. Office uses this to set client ETA expectations.',
+    )
+    notes = fields.Text(string='Notes for Procurement')
+    photo_ids = fields.Many2many(
+        'ir.attachment',
+        'fusion_repair_visit_partline_photo_rel',
+        'partline_id', 'attachment_id',
+        string='Photos',
+    )

fusion_repairs/wizard/repair_visit_report_wizard_views.xml

@@ -0,0 +1,138 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <record id="view_repair_visit_report_wizard_form" model="ir.ui.view">
+        <field name="name">fusion.repair.visit.report.wizard.form</field>
+        <field name="model">fusion.repair.visit.report.wizard</field>
+        <field name="arch" type="xml">
+            <form string="Visit Report">
+                <sheet>
+                    <group>
+                        <group>
+                            <field name="repair_id" readonly="1"/>
+                            <field name="technician_id"
+                                   options="{'no_create': True}"/>
+                        </group>
+                        <group>
+                            <field name="labour_hours"/>
+                        </group>
+                    </group>
+                    <separator string="Parts Used"/>
+                    <field name="parts_line_ids">
+                        <list editable="bottom">
+                            <field name="product_id"/>
+                            <field name="quantity"/>
+                            <field name="unit_price" widget="monetary"/>
+                            <field name="subtotal" widget="monetary"/>
+                        </list>
+                    </field>
+
+                    <separator string="Cost Reconciliation"/>
+                    <group>
+                        <group>
+                            <field name="estimated_cost" widget="monetary"/>
+                            <field name="actual_cost" widget="monetary"/>
+                        </group>
+                        <group>
+                            <field name="variance_pct" widget="float" digits="[12,1]"/>
+                            <field name="requires_requote"/>
+                            <field name="company_currency_id" invisible="1"/>
+                        </group>
+                    </group>
+                    <div class="alert alert-warning" role="alert"
+                         invisible="not requires_requote">
+                        Variance exceeds the configured threshold. Saving will
+                        mark the repair as <strong>Requires Re-Quote</strong>;
+                        a manager must review before invoicing.
+                    </div>
+
+                    <separator string="Outcome"/>
+                    <group>
+                        <field name="outcome" widget="radio"/>
+                    </group>
+                    <field name="notes"/>
+
+                    <!-- Bundle 8: parts-needed branch - rendered only when chosen -->
+                    <separator string="Parts to Order"
+                               invisible="outcome != 'parts_needed'"/>
+                    <field name="needs_parts_line_ids"
+                           invisible="outcome != 'parts_needed'">
+                        <list editable="bottom">
+                            <field name="description"/>
+                            <field name="oem_part_number"/>
+                            <field name="manufacturer"/>
+                            <field name="quantity"/>
+                            <field name="expected_lead_days"/>
+                            <field name="notes" optional="show"/>
+                            <field name="photo_ids" widget="many2many_binary"/>
+                        </list>
+                    </field>
+
+                    <field name="found_another_issue"
+                           invisible="outcome != 'completed'"/>
+                    <field name="issue_inspection_cert"
+                           invisible="outcome != 'completed'"/>
+
+                    <!-- Bundle 9: callout pricing capture + live quote preview -->
+                    <separator string="Callout Pricing (Bundle 9)"
+                               invisible="outcome != 'completed'"/>
+                    <group invisible="outcome != 'completed'">
+                        <group>
+                            <field name="callout_tier"/>
+                            <field name="callout_in_shop"/>
+                            <field name="callout_techs"
+                                   invisible="callout_in_shop"/>
+                            <field name="callout_distance_km"
+                                   invisible="callout_in_shop"/>
+                            <field name="callout_labor_hours_used"/>
+                        </group>
+                        <group>
+                            <field name="labor_warranty_id_preview" readonly="1"/>
+                            <field name="labor_warranty_status_preview" widget="badge"
+                                   decoration-success="labor_warranty_status_preview == 'eligible'"
+                                   decoration-warning="labor_warranty_status_preview in ('expired', 'waived')"
+                                   decoration-danger="labor_warranty_status_preview == 'void_misuse'"/>
+                            <field name="warranty_void_reason"/>
+                            <field name="warranty_void_notes"
+                                   invisible="not warranty_void_reason"
+                                   required="warranty_void_reason"/>
+                        </group>
+                    </group>
+                    <group invisible="outcome != 'completed'">
+                        <field name="quote_total_preview" widget="monetary" readonly="1"
+                               class="oe_subtotal_footer_separator"/>
+                        <field name="company_currency_id" invisible="1"/>
+                    </group>
+                    <field name="quote_breakdown_preview"
+                           readonly="1" nolabel="1"
+                           invisible="outcome != 'completed'"/>
+
+                    <separator string="No-Show (T7)"/>
+                    <group>
+                        <field name="no_show"/>
+                        <field name="no_show_photo" widget="image" filename="no_show_photo_filename"
+                               invisible="not no_show"/>
+                    </group>
+
+                    <separator string="Parts Replaced - Serial Capture (T6)"/>
+                    <field name="parts_serial_capture" nolabel="1"
+                           placeholder="One serial per line - used for OEM warranty claims"/>
+
+                    <separator string="Client Signature (T4)"/>
+                    <group>
+                        <field name="client_signature_name"/>
+                        <field name="client_signature" widget="signature"/>
+                    </group>
+                </sheet>
+                <footer>
+                    <button string="Save Visit Report"
+                            name="action_confirm"
+                            type="object"
+                            class="btn-primary"/>
+                    <button string="Cancel" class="btn-secondary" special="cancel"/>
+                </footer>
+            </form>
+        </field>
+    </record>
+
+</odoo>

fusion_service_charges/__init__.py

@@ -0,0 +1,196 @@
+# -*- coding: utf-8 -*-
+# Copyright 2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+"""Fusion — Service Charges.
+
+Seeds the service-billing product catalog (Service Call, Labour,
+Delivery, Stairlift set-up, etc.) on FIRST install only.
+
+Architecture decision: no data XML in the manifest. All products are
+created imperatively in a post_init_hook. This guarantees:
+
+  - Users can edit prices / names / accounting tags freely after
+    install — upgrades won't overwrite them.
+  - Users can delete products that don't apply to their shop —
+    upgrades won't resurrect them (Odoo's "noupdate=1" doesn't
+    actually prevent re-creation when the ir.model.data row is
+    missing, only updates; see fusion_plating 19.0.20.5.0 hook for
+    the same pattern + investigation).
+  - Re-installing the module after uninstall DOES re-seed (the
+    ir.model.data sentinels are dropped on uninstall, so the next
+    install's hook treats it as a fresh seed).
+
+Per-shop pricing — currently identical on Westin Healthcare and
+Mobility Specialties; if they diverge we can add a setting per
+shop or a pricelist override.
+"""
+import logging
+
+_logger = logging.getLogger(__name__)
+
+
+# ---------------------------------------------------------------------------
+# Rate schedule — single source of truth.
+#
+# Each row creates one product.template via the post_init_hook.
+# Tuple structure: (xmlid_suffix, name, category, uom_xmlid, list_price,
+#                   description)
+#
+# Per-km surcharges (Rush / Outside Local / After-Hours) are noted in
+# the description so the dispatcher knows to add a km line manually.
+# A formula-based pricelist would automate this but is out of scope —
+# matching today's manual workflow on both shops.
+# ---------------------------------------------------------------------------
+_SERVICE_CHARGES = [
+    # (xmlid_suffix, name, default_code, uom_xmlid, price, description)
+
+    # ---- Standard Service ----
+    ('standard_service_call',
+     'Standard Service Call',
+     'SVC-STD-CALL', 'uom.product_uom_unit', 95.00,
+     'Service Call — appointment outside a Westin Healthcare location. '
+     'Billed once per service request. Includes the first 30 minutes '
+     'of labour; additional time billed at the Standard Labour Rate. '
+     'Excludes parts (covered by manufacturer warranty when applicable).'),
+    ('standard_labour',
+     'Standard Labour (Hourly)',
+     'SVC-STD-LABOUR', 'uom.product_uom_hour', 85.00,
+     'Standard hourly labour rate. Pro-rated in 30-minute increments. '
+     'Starts after the 30 minutes included in the Service Call. '
+     'Applies per technician when multiple are on the job.'),
+    ('in_shop_labour',
+     'In-Shop Labour (Hourly)',
+     'SVC-INSHOP-LABOUR', 'uom.product_uom_hour', 75.00,
+     'Hourly labour rate when the work is done at the Westin Healthcare '
+     'shop instead of on-site. Pro-rated in 30-minute increments.'),
+    ('rush_service_call',
+     'Rush Service Call',
+     'SVC-RUSH-CALL', 'uom.product_uom_unit', 120.00,
+     'Rush dispatch — same-day / priority response. Adds $0.70 per '
+     'km (2-way) on top of this flat fee; add the mileage as a '
+     'separate line.'),
+    ('after_hours_service_call',
+     'After-Hours Service Call',
+     'SVC-AH-CALL', 'uom.product_uom_unit', 140.00,
+     'Service call outside standard business hours. Adds $0.70 per '
+     'km (2-way) on top of this flat fee; add the mileage as a '
+     'separate line.'),
+
+    # ---- Lift & Elevating Service ----
+    ('lift_service_call',
+     'Lift & Elevating Service Call',
+     'SVC-LIFT-CALL', 'uom.product_uom_unit', 160.00,
+     'Service Call for stairlift / lift / elevating equipment. '
+     'Includes the first 30 minutes of labour. Excludes parts '
+     'unless covered by manufacturer warranty.'),
+    ('lift_labour',
+     'Lift & Elevating Labour (Hourly)',
+     'SVC-LIFT-LABOUR', 'uom.product_uom_hour', 110.00,
+     'Hourly labour rate for stairlift / lift / elevating equipment. '
+     'Pro-rated in 30-minute increments. Per-technician.'),
+
+    # ---- Delivery / Pickup ----
+    ('delivery_local',
+     'Local Delivery / Pickup',
+     'DEL-LOCAL', 'uom.product_uom_unit', 35.00,
+     'Drop-off or pick-up within Brampton.'),
+    ('delivery_outside_local',
+     'Outside Local Delivery / Pickup',
+     'DEL-OUT', 'uom.product_uom_unit', 60.00,
+     'Drop-off or pick-up outside Brampton.'),
+    ('delivery_rush',
+     'Rush Delivery / Pickup',
+     'DEL-RUSH', 'uom.product_uom_unit', 60.00,
+     'Same-day delivery or pickup. Adds $0.70 per km (2-way) on top '
+     'of this flat fee; add the mileage as a separate line.'),
+    ('delivery_lift_chair',
+     'Lift Chair Delivery + Set-up',
+     'DEL-LIFT-CHAIR', 'uom.product_uom_unit', 120.00,
+     'Delivery and in-home set-up of a lift chair.'),
+    ('delivery_hospital_bed',
+     'Hospital Bed Delivery + Set-up',
+     'DEL-HOSP-BED', 'uom.product_uom_unit', 120.00,
+     'Delivery and in-home set-up of a hospital bed.'),
+    ('delivery_stairlift',
+     'Stairlift Delivery + Set-up',
+     'DEL-STAIRLIFT', 'uom.product_uom_unit', 300.00,
+     'Delivery and installation of a stairlift.'),
+    ('removal_stairlift',
+     'Stairlift Removal',
+     'SVC-STAIRLIFT-RM', 'uom.product_uom_unit', 300.00,
+     'On-site removal of an existing stairlift.'),
+]
+
+
+def post_init_hook(env):
+    _seed_service_charges_once(env)
+
+
+def _seed_service_charges_once(env):
+    """Create product.template rows for the service catalog.
+
+    Idempotent — each row guarded by an ir.model.data xmlid check.
+    If the xmlid already resolves to a record, that product is left
+    alone (its price / name / accounting tags may have been edited
+    by the shop). New rows are created with an ir.model.data sentinel
+    so a future run sees them as already-seeded.
+
+    Re-running the hook by hand:
+        env['ir.module.module'].search([('name', '=', 'fusion_service_charges')]).button_upgrade()
+        # (post_init_hook only fires on first install in Odoo 19; for
+        #  a re-seed you'd uninstall+reinstall, which is fine because
+        #  ir.model.data is dropped on uninstall)
+    """
+    Product = env['product.template'].sudo()
+    IMD = env['ir.model.data'].sudo()
+    module_name = 'fusion_service_charges'
+
+    created = []
+    skipped = []
+    for (xmlid_suffix, name, default_code, uom_xmlid, price,
+         description) in _SERVICE_CHARGES:
+        existing = IMD.search([
+            ('module', '=', module_name),
+            ('name',   '=', xmlid_suffix),
+        ], limit=1)
+        if existing:
+            skipped.append(default_code)
+            continue
+        uom = env.ref(uom_xmlid, raise_if_not_found=False)
+        if not uom:
+            _logger.warning(
+                'fusion_service_charges: UoM %s not found, '
+                'falling back to product_uom_unit', uom_xmlid,
+            )
+            uom = env.ref('uom.product_uom_unit')
+        # Odoo 19 retired uom_po_id on product.template — uom_id is the
+        # single source of truth for sale + purchase.
+        product = Product.create({
+            'name':            name,
+            'type':            'service',
+            'default_code':    default_code,
+            'list_price':      price,
+            'sale_ok':         True,
+            'purchase_ok':     False,
+            'uom_id':          uom.id,
+            'description_sale': description,
+        })
+        IMD.create({
+            'module':    module_name,
+            'name':      xmlid_suffix,
+            'model':     'product.template',
+            'res_id':    product.id,
+            'noupdate':  True,
+        })
+        created.append(default_code)
+
+    if created:
+        _logger.info(
+            'fusion_service_charges: seeded %d product(s) — %s',
+            len(created), ', '.join(created),
+        )
+    if skipped:
+        _logger.info(
+            'fusion_service_charges: skipped %d existing product(s) — %s',
+            len(skipped), ', '.join(skipped),
+        )

fusion_service_charges/__manifest__.py

@@ -0,0 +1,58 @@
+# -*- coding: utf-8 -*-
+# Copyright 2026 Nexa Systems Inc.
+# License OPL-1 (Odoo Proprietary License v1.0)
+{
+    'name': 'Fusion — Service Charges',
+    'version': '19.0.1.0.0',
+    'category': 'Sales',
+    'summary': (
+        'Standard service-call, labour, delivery, and installation '
+        'products for Westin Healthcare and Mobility Specialties.'
+    ),
+    'description': """
+Fusion — Service Charges
+==========================
+
+Seeds the service-billing product catalog used by Westin Healthcare
+and Mobility Specialties:
+
+* Standard Service: Service Call, Labour (hourly), In-Shop Labour,
+  Rush Service Call, After-Hours Service Call
+* Lift & Elevating Service: Service Call, Labour (hourly)
+* Delivery / Pickup: Local, Outside Local Area, Rush, Lift Chair
+  set-up, Hospital Bed set-up, Stairlift set-up, Stairlift Removal
+
+Loading pattern (deliberate):
+
+* Products are created via post_init_hook on FIRST install only.
+* No data XML is registered in the manifest, so ``-u`` upgrades
+  never touch the records. Edits and deletions made by sales/ops
+  survive every upgrade.
+* The hook is idempotent — sentinel xmlid check skips already-
+  seeded products. Re-running the hook by hand is safe.
+* Re-installing the module after uninstall re-creates the products
+  (the ir.model.data sentinels go away on uninstall, so the next
+  install treats it as fresh).
+
+Per-km surcharges (Rush, Outside Local) ARE captured on the
+product as a hint in the product description; actual km billing
+is left as a manual SO-line tweak by the dispatcher (matches
+current shop workflow — formula-based pricing would need a
+sale.order.line.onchange to compute, out of scope here).
+""",
+    'author':  'Nexa Systems Inc.',
+    'website': 'https://www.nexasystems.ca',
+    'license': 'OPL-1',
+    'depends': [
+        'product',
+        'uom',
+    ],
+    # Empty on purpose — no data XML.  See the docstring on
+    # _seed_service_charges_once() for why every product is created
+    # imperatively via the post_init_hook.
+    'data': [],
+    'post_init_hook': 'post_init_hook',
+    'installable': True,
+    'application': False,
+    'auto_install': False,
+}