changes

fusion_claims/models/__init__.py

@@ -3,7 +3,6 @@
 # License OPL-1 (Odoo Proprietary License v1.0)
 # Part of the Fusion Claim Assistant product family.
 
-from . import email_builder_mixin
 from . import adp_posting_schedule
 from . import res_company
 from . import res_config_settings
@@ -27,12 +26,9 @@ from . import client_chat
 from . import ai_agent_ext
 from . import dashboard
 from . import res_partner
-from . import res_users
 from . import technician_task
-from . import task_sync
-from . import technician_location
-from . import push_subscription
 from . import ltc_facility
 from . import ltc_repair
 from . import ltc_cleanup
-from . import ltc_form_submission
+from . import ltc_form_submission
+from . import page11_sign_request

fusion_claims/models/email_builder_mixin.py

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

fusion_claims/models/fusion_adp_device_code.py

@@ -57,6 +57,12 @@ class FusionADPDeviceCode(models.Model):
         index=True,
         help='Device manufacturer',
     )
+    build_type = fields.Selection(
+        [('modular', 'Modular'), ('custom_fabricated', 'Custom Fabricated')],
+        string='Build Type',
+        index=True,
+        help='Build type for positioning/seating devices: Modular or Custom Fabricated',
+    )
     device_description = fields.Char(
         string='Device Description',
         help='Detailed device description from mobility manual',
@@ -242,6 +248,16 @@ class FusionADPDeviceCode(models.Model):
                 device_type = self._clean_text(item.get('Device Type', '') or item.get('device_type', ''))
                 manufacturer = self._clean_text(item.get('Manufacturer', '') or item.get('manufacturer', ''))
                 device_description = self._clean_text(item.get('Device Description', '') or item.get('device_description', ''))
+
+                # Parse build type (Modular / Custom Fabricated)
+                build_type_raw = self._clean_text(item.get('Build Type', '') or item.get('build_type', ''))
+                build_type = False
+                if build_type_raw:
+                    bt_lower = build_type_raw.lower().strip()
+                    if bt_lower in ('modular', 'mod'):
+                        build_type = 'modular'
+                    elif bt_lower in ('custom fabricated', 'custom_fabricated', 'custom'):
+                        build_type = 'custom_fabricated'
                 
                 # Parse quantity
                 qty_val = item.get('Quantity', 1) or item.get('Qty', 1) or item.get('quantity', 1)
@@ -277,6 +293,8 @@ class FusionADPDeviceCode(models.Model):
                     'last_updated': fields.Datetime.now(),
                     'active': True,
                 }
+                if build_type:
+                    vals['build_type'] = build_type
                 
                 if existing:
                     existing.write(vals)

fusion_claims/models/page11_sign_request.py

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

fusion_claims/models/push_subscription.py

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

fusion_claims/models/res_config_settings.py

@@ -317,16 +317,6 @@ class ResConfigSettings(models.TransientModel):
         help='The user who signs Page 12 on behalf of the company',
     )
 
-    # =========================================================================
-    # GOOGLE MAPS API SETTINGS
-    # =========================================================================
-    
-    fc_google_maps_api_key = fields.Char(
-        string='Google Maps API Key',
-        config_parameter='fusion_claims.google_maps_api_key',
-        help='API key for Google Maps Places autocomplete in address fields',
-    )
-
     # ------------------------------------------------------------------
     # AI CLIENT INTELLIGENCE
     # ------------------------------------------------------------------
@@ -349,62 +339,6 @@ class ResConfigSettings(models.TransientModel):
         help='Automatically parse ADP XML files when uploaded and create/update client profiles',
     )
 
-    # ------------------------------------------------------------------
-    # TECHNICIAN MANAGEMENT
-    # ------------------------------------------------------------------
-    fc_store_open_hour = fields.Float(
-        string='Store Open Time',
-        config_parameter='fusion_claims.store_open_hour',
-        help='Store opening time for technician scheduling (e.g. 9.0 = 9:00 AM)',
-    )
-    fc_store_close_hour = fields.Float(
-        string='Store Close Time',
-        config_parameter='fusion_claims.store_close_hour',
-        help='Store closing time for technician scheduling (e.g. 18.0 = 6:00 PM)',
-    )
-    fc_google_distance_matrix_enabled = fields.Boolean(
-        string='Enable Distance Matrix',
-        config_parameter='fusion_claims.google_distance_matrix_enabled',
-        help='Enable Google Distance Matrix API for travel time calculations between technician tasks',
-    )
-    fc_technician_start_address = fields.Char(
-        string='Technician Start Address',
-        config_parameter='fusion_claims.technician_start_address',
-        help='Default start location for technician travel calculations (e.g. warehouse/office address)',
-    )
-    fc_location_retention_days = fields.Char(
-        string='Location History Retention (Days)',
-        config_parameter='fusion_claims.location_retention_days',
-        help='How many days to keep technician location history. '
-             'Leave empty = 30 days (1 month). '
-             '0 = delete at end of each day. '
-             '1+ = keep for that many days.',
-    )
-
-    # ------------------------------------------------------------------
-    # WEB PUSH NOTIFICATIONS
-    # ------------------------------------------------------------------
-    fc_push_enabled = fields.Boolean(
-        string='Enable Push Notifications',
-        config_parameter='fusion_claims.push_enabled',
-        help='Enable web push notifications for technician tasks',
-    )
-    fc_vapid_public_key = fields.Char(
-        string='VAPID Public Key',
-        config_parameter='fusion_claims.vapid_public_key',
-        help='Public key for Web Push VAPID authentication (auto-generated)',
-    )
-    fc_vapid_private_key = fields.Char(
-        string='VAPID Private Key',
-        config_parameter='fusion_claims.vapid_private_key',
-        help='Private key for Web Push VAPID authentication (auto-generated)',
-    )
-    fc_push_advance_minutes = fields.Integer(
-        string='Notification Advance (min)',
-        config_parameter='fusion_claims.push_advance_minutes',
-        help='Send push notifications this many minutes before a scheduled task',
-    )
-
     # ------------------------------------------------------------------
     # TWILIO SMS SETTINGS
     # ------------------------------------------------------------------
@@ -609,15 +543,11 @@ class ResConfigSettings(models.TransientModel):
         # an existing non-empty value (e.g. API keys, user-customized settings).
         _protected_keys = [
             'fusion_claims.ai_api_key',
-            'fusion_claims.google_maps_api_key',
             'fusion_claims.vendor_code',
             'fusion_claims.ai_model',
             'fusion_claims.adp_posting_base_date',
             'fusion_claims.application_reminder_days',
             'fusion_claims.application_reminder_2_days',
-            'fusion_claims.store_open_hour',
-            'fusion_claims.store_close_hour',
-            'fusion_claims.technician_start_address',
         ]
         # Snapshot existing values BEFORE super().set_values() runs
         _existing = {}

fusion_claims/models/res_partner.py

@@ -2,82 +2,12 @@
 # Copyright 2024-2026 Nexa Systems Inc.
 # License OPL-1 (Odoo Proprietary License v1.0)
 
-import logging
-import requests
 from odoo import models, fields, api
 
-_logger = logging.getLogger(__name__)
-
 
 class ResPartner(models.Model):
     _inherit = 'res.partner'
 
-    x_fc_start_address = fields.Char(
-        string='Start Location',
-        help='Technician daily start location (home, warehouse, etc.). '
-             'Used as origin for first travel time calculation. '
-             'If empty, the company default HQ address is used.',
-    )
-    x_fc_start_address_lat = fields.Float(
-        string='Start Latitude', digits=(10, 7),
-    )
-    x_fc_start_address_lng = fields.Float(
-        string='Start Longitude', digits=(10, 7),
-    )
-
-    def _geocode_start_address(self, address):
-        if not address or not address.strip():
-            return 0.0, 0.0
-        api_key = self.env['ir.config_parameter'].sudo().get_param(
-            'fusion_claims.google_maps_api_key', '')
-        if not api_key:
-            return 0.0, 0.0
-        try:
-            resp = requests.get(
-                'https://maps.googleapis.com/maps/api/geocode/json',
-                params={'address': address.strip(), 'key': api_key, 'region': 'ca'},
-                timeout=10,
-            )
-            data = resp.json()
-            if data.get('status') == 'OK' and data.get('results'):
-                loc = data['results'][0]['geometry']['location']
-                return loc['lat'], loc['lng']
-        except Exception as e:
-            _logger.warning("Start address geocoding failed for '%s': %s", address, e)
-        return 0.0, 0.0
-
-    @api.model_create_multi
-    def create(self, vals_list):
-        records = super().create(vals_list)
-        for rec, vals in zip(records, vals_list):
-            addr = vals.get('x_fc_start_address')
-            if addr:
-                lat, lng = rec._geocode_start_address(addr)
-                if lat and lng:
-                    rec.write({
-                        'x_fc_start_address_lat': lat,
-                        'x_fc_start_address_lng': lng,
-                    })
-        return records
-
-    def write(self, vals):
-        res = super().write(vals)
-        if 'x_fc_start_address' in vals:
-            addr = vals['x_fc_start_address']
-            if addr and addr.strip():
-                lat, lng = self._geocode_start_address(addr)
-                if lat and lng:
-                    super().write({
-                        'x_fc_start_address_lat': lat,
-                        'x_fc_start_address_lng': lng,
-                    })
-            else:
-                super().write({
-                    'x_fc_start_address_lat': 0.0,
-                    'x_fc_start_address_lng': 0.0,
-                })
-        return res
-
     # ==========================================================================
     # CONTACT TYPE
     # ==========================================================================

fusion_claims/models/res_users.py

@@ -1,26 +0,0 @@
-# -*- coding: utf-8 -*-
-# Copyright 2024-2026 Nexa Systems Inc.
-# License OPL-1 (Odoo Proprietary License v1.0)
-
-from odoo import models, fields, api
-
-
-class ResUsers(models.Model):
-    _inherit = 'res.users'
-
-    x_fc_is_field_staff = fields.Boolean(
-        string='Field Staff',
-        default=False,
-        help='Check this to show the user in the Technician/Field Staff dropdown when scheduling tasks.',
-    )
-    x_fc_start_address = fields.Char(
-        related='partner_id.x_fc_start_address',
-        readonly=False,
-        string='Start Location',
-    )
-    x_fc_tech_sync_id = fields.Char(
-        string='Tech Sync ID',
-        help='Shared identifier for this technician across Odoo instances. '
-             'Must be the same value on all instances for the same person.',
-        copy=False,
-    )

fusion_claims/models/sale_order.py

@@ -1862,6 +1862,10 @@ class SaleOrder(models.Model):
         string='Previous Status Before Hold',
         help='Status before the application was put on hold (for resuming)',
     )
+    x_fc_previous_status_before_withdrawal = fields.Char(
+        string='Status Before Withdrawal',
+        help='Records the status before withdrawal for audit trail.',
+    )
     
     x_fc_status_before_delivery = fields.Char(
         string='Status Before Delivery',
@@ -2327,6 +2331,20 @@ class SaleOrder(models.Model):
         help='Date when Page 11 was signed',
     )
     
+    page11_sign_request_ids = fields.One2many(
+        'fusion.page11.sign.request', 'sale_order_id',
+        string='Page 11 Signing Requests',
+    )
+    page11_sign_request_count = fields.Integer(
+        compute='_compute_page11_sign_request_count',
+        string='Signing Requests',
+    )
+    page11_sign_status = fields.Selection([
+        ('none', 'Not Requested'),
+        ('sent', 'Pending Signature'),
+        ('signed', 'Signed'),
+    ], compute='_compute_page11_sign_request_count', string='Page 11 Remote Status')
+    
     # ==========================================================================
     # PAGE 12 SIGNATURE TRACKING (Authorizer + Vendor Signature)
     # Page 12 must be signed by: Authorizer (OT) and Vendor (our company)
@@ -3120,11 +3138,49 @@ class SaleOrder(models.Model):
         self.ensure_one()
         return self._action_open_document('x_fc_original_application', 'Original ADP Application')
     
+    @api.depends('page11_sign_request_ids', 'page11_sign_request_ids.state')
+    def _compute_page11_sign_request_count(self):
+        for order in self:
+            requests = order.page11_sign_request_ids
+            order.page11_sign_request_count = len(requests)
+            signed = requests.filtered(lambda r: r.state == 'signed')
+            pending = requests.filtered(lambda r: r.state == 'sent')
+            if signed:
+                order.page11_sign_status = 'signed'
+            elif pending:
+                order.page11_sign_status = 'sent'
+            else:
+                order.page11_sign_status = 'none'
+
     def action_open_signed_pages(self):
         """Open the Page 11 & 12 PDF."""
         self.ensure_one()
         return self._action_open_document('x_fc_signed_pages_11_12', 'Page 11 & 12 (Signed)')
-    
+
+    def action_request_page11_signature(self):
+        """Open the wizard to send Page 11 for remote signing."""
+        self.ensure_one()
+        return {
+            'type': 'ir.actions.act_window',
+            'name': 'Request Page 11 Signature',
+            'res_model': 'fusion_claims.send.page11.wizard',
+            'view_mode': 'form',
+            'target': 'new',
+            'context': {'default_sale_order_id': self.id},
+        }
+
+    def action_view_page11_requests(self):
+        """Open the list of Page 11 signing requests."""
+        self.ensure_one()
+        return {
+            'type': 'ir.actions.act_window',
+            'name': 'Page 11 Signing Requests',
+            'res_model': 'fusion.page11.sign.request',
+            'view_mode': 'list,form',
+            'domain': [('sale_order_id', '=', self.id)],
+            'context': {'default_sale_order_id': self.id},
+        }
+
     def action_open_final_application(self):
         """Open the Final Submitted Application PDF."""
         self.ensure_one()
@@ -3686,6 +3742,41 @@ class SaleOrder(models.Model):
         
         return True
 
+    def action_resubmit_from_withdrawn(self):
+        """Return a withdrawn application to Ready for Submission for correction and resubmission."""
+        self.ensure_one()
+
+        if self.x_fc_adp_application_status != 'withdrawn':
+            raise UserError("This action is only available for withdrawn applications.")
+
+        self.with_context(skip_status_validation=True).write({
+            'x_fc_adp_application_status': 'ready_submission',
+        })
+
+        user_name = self.env.user.name
+        resubmit_date = fields.Date.today().strftime('%B %d, %Y')
+
+        message_body = f'''
+        <div class="alert alert-info" role="alert">
+            <h5 class="alert-heading"><i class="fa fa-repeat"></i> Application Returned for Resubmission</h5>
+            <ul>
+                <li><strong>Returned By:</strong> {user_name}</li>
+                <li><strong>Date:</strong> {resubmit_date}</li>
+                <li><strong>Status Returned To:</strong> Ready for Submission</li>
+            </ul>
+            <hr>
+            <p class="mb-0"><i class="fa fa-info-circle"></i> Make corrections and click <strong>Submit Application</strong> to resubmit.</p>
+        </div>
+        '''
+
+        self.message_post(
+            body=Markup(message_body),
+            message_type='notification',
+            subtype_xmlid='mail.mt_note',
+        )
+
+        return True
+
     def action_set_ready_to_bill(self):
         """Open the Ready to Bill wizard to collect POD and delivery date.
         
@@ -4520,6 +4611,12 @@ class SaleOrder(models.Model):
             if 'x_fc_device_placement' in self.env['account.move.line']._fields:
                 line_vals['x_fc_device_placement'] = line.x_fc_device_placement
             
+            # Copy deduction fields so export verification can recalculate correctly
+            if 'x_fc_deduction_type' in self.env['account.move.line']._fields:
+                line_vals['x_fc_deduction_type'] = line.x_fc_deduction_type or 'none'
+            if 'x_fc_deduction_value' in self.env['account.move.line']._fields:
+                line_vals['x_fc_deduction_value'] = line.x_fc_deduction_value or 0
+            
             # Store BOTH portions on invoice line (for display)
             if 'x_fc_adp_portion' in self.env['account.move.line']._fields:
                 line_vals['x_fc_adp_portion'] = adp_portion
@@ -5170,13 +5267,13 @@ class SaleOrder(models.Model):
             f'border-bottom:2px solid #4a5568;{font}"'
         )
         cell_style = (
-            'style="padding:7px 10px;font-size:12px;color:#2d3748;'
-            'border-bottom:1px solid #e2e8f0;"'
+            'style="padding:7px 10px;font-size:12px;'
+            'border-bottom:1px solid rgba(128,128,128,0.15);"'
         )
-        alt_row = 'style="background:#f7fafc;"'
+        alt_row = 'style="background:rgba(128,128,128,0.06);"'
         amt_style = (
-            'style="padding:7px 10px;font-size:12px;color:#2d3748;'
-            'border-bottom:1px solid #e2e8f0;text-align:right;"'
+            'style="padding:7px 10px;font-size:12px;'
+            'border-bottom:1px solid rgba(128,128,128,0.15);text-align:right;"'
         )
         hdr_r = hdr_style.replace('text-align:left', 'text-align:right')
 
@@ -5187,9 +5284,9 @@ class SaleOrder(models.Model):
 
         html = (
             '<div style="margin:20px 0;">'
-            f'<h3 style="color:#1a202c;font-size:15px;font-weight:700;'
+            f'<h3 style="font-size:15px;font-weight:700;'
             f'margin:0 0 10px 0;{font}">Approved Items</h3>'
-            '<table style="width:100%;border-collapse:collapse;border:1px solid #e2e8f0;">'
+            '<table style="width:100%;border-collapse:collapse;border:1px solid rgba(128,128,128,0.25);">'
             '<thead><tr>'
             f'<th {hdr_style}>S/N</th>'
             f'<th {hdr_style}>ADP Code</th>'
@@ -5241,13 +5338,13 @@ class SaleOrder(models.Model):
         colspan = 5
         total_style = (
             'style="padding:8px 10px;font-size:12px;font-weight:700;'
-            'color:#1a202c;border-top:2px solid #2d3748;text-align:right;"'
+            'border-top:2px solid rgba(128,128,128,0.3);text-align:right;"'
         )
         total_label_style = (
-            f'style="padding:8px 10px;font-size:12px;font-weight:700;'
-            f'color:#1a202c;border-top:2px solid #2d3748;text-align:right;"'
+            'style="padding:8px 10px;font-size:12px;font-weight:700;'
+            'border-top:2px solid rgba(128,128,128,0.3);text-align:right;"'
         )
-        html += f'<tr style="background:#edf2f7;">'
+        html += '<tr style="background:rgba(128,128,128,0.08);">'
         html += f'<td colspan="{colspan}" {total_label_style}>Total</td>'
         html += f'<td {total_style}>${total_adp:,.2f}</td>'
         html += f'<td {total_style}>${total_client:,.2f}</td>'
@@ -5529,8 +5626,13 @@ class SaleOrder(models.Model):
             _logger.error(f"Failed to send case closed email for {self.name}: {e}")
             return False
 
-    def _send_withdrawal_email(self, reason=None):
-        """Send notification when application is withdrawn."""
+    def _send_withdrawal_email(self, reason=None, intent=None):
+        """Send notification when application is withdrawn.
+
+        Args:
+            reason: Free-text reason for withdrawal.
+            intent: 'cancel' or 'resubmit' — determines email wording.
+        """
         self.ensure_one()
         if not self._is_email_notifications_enabled():
             return False
@@ -5542,17 +5644,34 @@ class SaleOrder(models.Model):
         client_name = (recipients.get('client') or self.partner_id).name or 'Client'
         sales_rep_name = (recipients.get('sales_rep') or self.env.user).name
 
-        note_text = 'This application has been withdrawn from the Assistive Devices Program.'
+        if intent == 'cancel':
+            note_text = ('This application has been permanently withdrawn and cancelled. '
+                         'The sale order and all related invoices have been cancelled.')
+            title = 'Application Withdrawn & Cancelled'
+            subject_suffix = 'Withdrawn & Cancelled'
+            note_color = '#dc3545'
+        elif intent == 'resubmit':
+            note_text = ('This application has been withdrawn for correction and will be resubmitted. '
+                         'The application has been returned to Ready for Submission status.')
+            title = 'Application Withdrawn for Correction'
+            subject_suffix = 'Withdrawn for Correction'
+            note_color = '#d69e2e'
+        else:
+            note_text = 'This application has been withdrawn from the Assistive Devices Program.'
+            title = 'Application Withdrawn'
+            subject_suffix = 'Withdrawn'
+            note_color = '#d69e2e'
+
         if reason:
             note_text += f'<br/><strong>Reason:</strong> {reason}'
 
         body_html = self._email_build(
-            title='Application Withdrawn',
+            title=title,
             summary=f'The ADP application for <strong>{client_name}</strong> has been withdrawn.',
             email_type='attention',
             sections=[('Case Details', self._build_case_detail_rows())],
             note=note_text,
-            note_color='#d69e2e',
+            note_color=note_color,
             button_url=f'{self.get_base_url()}/web#id={self.id}&model=sale.order&view_type=form',
             sender_name=sales_rep_name,
         )
@@ -5560,12 +5679,12 @@ class SaleOrder(models.Model):
         email_cc = ', '.join(cc_emails) if to_emails else ', '.join(cc_emails[1:])
         try:
             self.env['mail.mail'].sudo().create({
-                'subject': f'Application Withdrawn - {client_name} - {self.name}',
+                'subject': f'Application {subject_suffix} - {client_name} - {self.name}',
                 'body_html': body_html,
                 'email_to': email_to, 'email_cc': email_cc,
                 'model': 'sale.order', 'res_id': self.id,
             }).send()
-            self._email_chatter_log('Application Withdrawn email sent', email_to, email_cc)
+            self._email_chatter_log(f'{title} email sent', email_to, email_cc)
             return True
         except Exception as e:
             _logger.error(f"Failed to send withdrawal email for {self.name}: {e}")
@@ -5862,7 +5981,10 @@ class SaleOrder(models.Model):
             'x_fc_proof_of_delivery',
             'x_fc_approval_letter',
         ]
-        doc_changes = {f: vals.get(f) for f in document_fields if f in vals and vals.get(f)}
+        if self.env.context.get('skip_document_chatter'):
+            doc_changes = {}
+        else:
+            doc_changes = {f: vals.get(f) for f in document_fields if f in vals and vals.get(f)}
         
         # Preserve old documents in chatter BEFORE they get replaced or deleted
         # This ensures document history is maintained for audit purposes
@@ -5885,7 +6007,7 @@ class SaleOrder(models.Model):
 
         for order in self:
             for field_name in document_fields:
-                if field_name in vals and field_name not in correction_handled:
+                if field_name in vals and field_name not in correction_handled and not self.env.context.get('skip_document_chatter'):
                     old_data = getattr(order, field_name, None)
                     new_data = vals.get(field_name)
                     label = document_labels.get(field_name, field_name)
@@ -6584,96 +6706,6 @@ class SaleOrder(models.Model):
                         except Exception as e:
                             _logger.error(f"  Failed to sync serial to invoice line {inv_line.id}: {e}")
 
-    def action_sync_adp_fields(self):
-        """Manual action to sync all ADP fields to invoices."""
-        synced_invoices = 0
-        for order in self:
-            # First sync Studio fields to FC fields on the SO itself
-            order._sync_studio_to_fc_fields()
-            
-            # Then sync to invoices
-            invoices = order.invoice_ids.filtered(lambda inv: inv.state != 'cancel')
-            if invoices:
-                order._sync_fields_to_invoices()
-                synced_invoices += len(invoices)
-        
-        # Force refresh of the view
-        return {
-            'type': 'ir.actions.client',
-            'tag': 'display_notification',
-            'params': {
-                'title': 'Fields Synchronized',
-                'message': f'Synced ADP fields from {len(self)} sale order(s) to {synced_invoices} invoice(s). Please refresh the page to see updated values.',
-                'type': 'success',
-                'sticky': False,
-            }
-        }
-
-    @api.model
-    def _cron_sync_adp_fields(self):
-        """Cron job to sync ADP fields from Sale Orders to Invoices.
-        
-        Processes all ADP sales created/modified in the last 7 days.
-        Uses dynamic field mappings from Settings.
-        """
-        from datetime import timedelta
-        cutoff_date = fields.Datetime.now() - timedelta(days=7)
-        
-        # Get field mappings
-        mappings = self._get_field_mappings()
-        sale_type_field = self.env['ir.config_parameter'].sudo().get_param(
-            'fusion_claims.field_sale_type', 'x_fc_sale_type'
-        )
-        
-        # Build domain - check FC sale type fields
-        domain = [('write_date', '>=', cutoff_date)]
-        or_conditions = []
-        
-        # Check FC sale type field
-        if sale_type_field in self._fields:
-            or_conditions.append((sale_type_field, 'in', ['adp', 'adp_odsp', 'ADP', 'ADP/ODSP']))
-        
-        # Check claim number fields
-        claim_field = mappings.get('so_claim_number', 'x_fc_claim_number')
-        if claim_field in self._fields:
-            or_conditions.append((claim_field, '!=', False))
-        
-        # Combine with OR - each '|' must be a separate element in the domain list
-        if or_conditions:
-            # Add (n-1) OR operators for n conditions
-            for _ in range(len(or_conditions) - 1):
-                domain.append('|')
-            # Add all conditions
-            for cond in or_conditions:
-                domain.append(cond)
-        
-        try:
-            orders = self.search(domain)
-        except Exception as e:
-            _logger.error(f"Error searching for ADP orders: {e}")
-            # Fallback to simpler search
-            orders = self.search([
-                ('write_date', '>=', cutoff_date),
-                ('invoice_ids', '!=', False),
-            ])
-        
-        synced_count = 0
-        error_count = 0
-        
-        for order in orders:
-            try:
-                # Only sync if it's an ADP sale
-                if order._is_adp_sale() or order.x_fc_claim_number:
-                    order._sync_studio_to_fc_fields()
-                    order._sync_fields_to_invoices()
-                    synced_count += 1
-            except Exception as e:
-                error_count += 1
-                _logger.warning(f"Failed to sync order {order.name}: {e}")
-        
-        _logger.info(f"Fusion Claims sync complete: {synced_count} orders synced, {error_count} errors")
-        return synced_count
-
     # ==========================================================================
     # EMAIL SEND OVERRIDE (Use ADP templates for ADP sales)
     # ==========================================================================

fusion_claims/models/task_sync.py

@@ -1,660 +0,0 @@
-# -*- coding: utf-8 -*-
-# Copyright 2024-2026 Nexa Systems Inc.
-# License OPL-1 (Odoo Proprietary License v1.0)
-
-"""
-Cross-instance technician task sync.
-
-Enables two Odoo instances (e.g. Westin and Mobility) that share the same
-field technicians to see each other's delivery tasks, preventing double-booking.
-
-Remote tasks appear as read-only "shadow" records in the local calendar.
-The existing _find_next_available_slot() automatically sees shadow tasks,
-so collision detection works without changes to the scheduling algorithm.
-
-Technicians are matched across instances using the x_fc_tech_sync_id field
-on res.users. Set the same value (e.g. "gordy") on both instances for the
-same person -- no mapping table needed.
-"""
-
-from odoo import models, fields, api, _
-from odoo.exceptions import UserError
-import logging
-import requests
-from datetime import timedelta
-
-_logger = logging.getLogger(__name__)
-
-SYNC_TASK_FIELDS = [
-    'x_fc_sync_uuid', 'name', 'technician_id', 'additional_technician_ids',
-    'task_type', 'status',
-    'scheduled_date', 'time_start', 'time_end', 'duration_hours',
-    'address_street', 'address_street2', 'address_city', 'address_zip',
-    'address_state_id', 'address_buzz_code',
-    'address_lat', 'address_lng', 'priority', 'partner_id', 'partner_phone',
-    'pod_required', 'description',
-]
-
-TERMINAL_STATUSES = ('completed', 'cancelled')
-
-
-class FusionTaskSyncConfig(models.Model):
-    _name = 'fusion.task.sync.config'
-    _description = 'Task Sync Remote Instance'
-
-    name = fields.Char('Instance Name', required=True,
-                       help='e.g. Westin Healthcare, Mobility Specialties')
-    instance_id = fields.Char('Instance ID', required=True,
-                              help='Short identifier, e.g. westin or mobility')
-    url = fields.Char('Odoo URL', required=True,
-                      help='e.g. http://192.168.1.40:8069')
-    database = fields.Char('Database', required=True)
-    username = fields.Char('API Username', required=True)
-    api_key = fields.Char('API Key', required=True)
-    active = fields.Boolean(default=True)
-    last_sync = fields.Datetime('Last Successful Sync', readonly=True)
-    last_sync_error = fields.Text('Last Error', readonly=True)
-
-    # ------------------------------------------------------------------
-    # JSON-RPC helpers
-    # ------------------------------------------------------------------
-
-    def _jsonrpc(self, service, method, args):
-        """Execute a JSON-RPC call against the remote Odoo instance."""
-        self.ensure_one()
-        url = f"{self.url.rstrip('/')}/jsonrpc"
-        payload = {
-            'jsonrpc': '2.0',
-            'method': 'call',
-            'id': 1,
-            'params': {
-                'service': service,
-                'method': method,
-                'args': args,
-            },
-        }
-        try:
-            resp = requests.post(url, json=payload, timeout=15)
-            resp.raise_for_status()
-            result = resp.json()
-            if result.get('error'):
-                err = result['error'].get('data', {}).get('message', str(result['error']))
-                raise UserError(f"Remote error: {err}")
-            return result.get('result')
-        except requests.exceptions.ConnectionError:
-            _logger.warning("Task sync: cannot connect to %s", self.url)
-            return None
-        except requests.exceptions.Timeout:
-            _logger.warning("Task sync: timeout connecting to %s", self.url)
-            return None
-
-    def _authenticate(self):
-        """Authenticate with the remote instance and return the uid."""
-        self.ensure_one()
-        uid = self._jsonrpc('common', 'authenticate',
-                            [self.database, self.username, self.api_key, {}])
-        if not uid:
-            _logger.error("Task sync: authentication failed for %s", self.name)
-        return uid
-
-    def _rpc(self, model, method, args, kwargs=None):
-        """Execute a method on the remote instance via execute_kw.
-        execute_kw(db, uid, password, model, method, [args], {kwargs})
-        """
-        self.ensure_one()
-        uid = self._authenticate()
-        if not uid:
-            return None
-        call_args = [self.database, uid, self.api_key, model, method, args]
-        if kwargs:
-            call_args.append(kwargs)
-        return self._jsonrpc('object', 'execute_kw', call_args)
-
-    # ------------------------------------------------------------------
-    # Tech sync ID helpers
-    # ------------------------------------------------------------------
-
-    def _get_local_tech_map(self):
-        """Build {local_user_id: x_fc_tech_sync_id} for all local field staff."""
-        techs = self.env['res.users'].sudo().search([
-            ('x_fc_is_field_staff', '=', True),
-            ('x_fc_tech_sync_id', '!=', False),
-            ('active', '=', True),
-        ])
-        return {u.id: u.x_fc_tech_sync_id for u in techs}
-
-    def _get_remote_tech_map(self):
-        """Build {x_fc_tech_sync_id: remote_user_id} from the remote instance."""
-        self.ensure_one()
-        remote_users = self._rpc('res.users', 'search_read', [
-            [('x_fc_is_field_staff', '=', True),
-             ('x_fc_tech_sync_id', '!=', False),
-             ('active', '=', True)],
-        ], {'fields': ['id', 'x_fc_tech_sync_id']})
-        if not remote_users:
-            return {}
-        return {
-            ru['x_fc_tech_sync_id']: ru['id']
-            for ru in remote_users
-            if ru.get('x_fc_tech_sync_id')
-        }
-
-    def _get_local_syncid_to_uid(self):
-        """Build {x_fc_tech_sync_id: local_user_id} for local field staff."""
-        techs = self.env['res.users'].sudo().search([
-            ('x_fc_is_field_staff', '=', True),
-            ('x_fc_tech_sync_id', '!=', False),
-            ('active', '=', True),
-        ])
-        return {u.x_fc_tech_sync_id: u.id for u in techs}
-
-    # ------------------------------------------------------------------
-    # Connection test
-    # ------------------------------------------------------------------
-
-    def action_test_connection(self):
-        """Test the connection to the remote instance."""
-        self.ensure_one()
-        uid = self._authenticate()
-        if uid:
-            remote_map = self._get_remote_tech_map()
-            local_map = self._get_local_tech_map()
-            matched = set(local_map.values()) & set(remote_map.keys())
-            return {
-                'type': 'ir.actions.client',
-                'tag': 'display_notification',
-                'params': {
-                    'title': 'Connection Successful',
-                    'message': f'Connected to {self.name}. '
-                               f'{len(matched)} technician(s) matched by sync ID.',
-                    'type': 'success',
-                    'sticky': False,
-                },
-            }
-        raise UserError(f"Cannot connect to {self.name}. Check URL, database, and API key.")
-
-    # ------------------------------------------------------------------
-    # PUSH: send local task changes to remote instance
-    # ------------------------------------------------------------------
-
-    def _get_local_instance_id(self):
-        """Return this instance's own ID from config parameters."""
-        return self.env['ir.config_parameter'].sudo().get_param(
-            'fusion_claims.sync_instance_id', '')
-
-    @api.model
-    def _push_tasks(self, tasks, operation='create'):
-        """Push local task changes to all active remote instances.
-        Called from technician_task create/write overrides.
-        Non-blocking: errors are logged, not raised.
-        """
-        configs = self.sudo().search([('active', '=', True)])
-        if not configs:
-            return
-        local_id = configs[0]._get_local_instance_id()
-        if not local_id:
-            return
-        for config in configs:
-            try:
-                config._push_tasks_to_remote(tasks, operation, local_id)
-            except Exception:
-                _logger.exception("Task sync push to %s failed", config.name)
-
-    def _push_tasks_to_remote(self, tasks, operation, local_instance_id):
-        """Push task data to a single remote instance.
-
-        Maps additional_technician_ids via sync IDs so the remote instance
-        also blocks those technicians' schedules.
-        """
-        self.ensure_one()
-        local_map = self._get_local_tech_map()
-        remote_map = self._get_remote_tech_map()
-        if not local_map or not remote_map:
-            return
-
-        ctx = {'context': {'skip_task_sync': True, 'skip_travel_recalc': True}}
-
-        for task in tasks:
-            sync_id = local_map.get(task.technician_id.id)
-            if not sync_id:
-                continue
-            remote_tech_uid = remote_map.get(sync_id)
-            if not remote_tech_uid:
-                continue
-
-            # Map additional technicians to remote user IDs
-            remote_additional_ids = []
-            for tech in task.additional_technician_ids:
-                add_sync_id = local_map.get(tech.id)
-                if add_sync_id:
-                    remote_add_uid = remote_map.get(add_sync_id)
-                    if remote_add_uid:
-                        remote_additional_ids.append(remote_add_uid)
-
-            task_data = {
-                'x_fc_sync_uuid': task.x_fc_sync_uuid,
-                'x_fc_sync_source': local_instance_id,
-                'x_fc_sync_remote_id': task.id,
-                'name': f"[{local_instance_id.upper()}] {task.name}",
-                'technician_id': remote_tech_uid,
-                'additional_technician_ids': [(6, 0, remote_additional_ids)],
-                'task_type': task.task_type,
-                'status': task.status,
-                'scheduled_date': str(task.scheduled_date) if task.scheduled_date else False,
-                'time_start': task.time_start,
-                'time_end': task.time_end,
-                'duration_hours': task.duration_hours,
-                'address_street': task.address_street or '',
-                'address_street2': task.address_street2 or '',
-                'address_city': task.address_city or '',
-                'address_zip': task.address_zip or '',
-                'address_lat': float(task.address_lat or 0),
-                'address_lng': float(task.address_lng or 0),
-                'priority': task.priority or 'normal',
-                'x_fc_sync_client_name': task.partner_id.name if task.partner_id else '',
-            }
-
-            existing = self._rpc(
-                'fusion.technician.task', 'search',
-                [[('x_fc_sync_uuid', '=', task.x_fc_sync_uuid)]],
-                {'limit': 1})
-
-            if operation in ('create', 'write'):
-                if existing:
-                    self._rpc('fusion.technician.task', 'write',
-                              [existing, task_data], ctx)
-                elif operation == 'create':
-                    task_data['sale_order_id'] = False
-                    self._rpc('fusion.technician.task', 'create',
-                              [[task_data]], ctx)
-
-            elif operation == 'unlink' and existing:
-                self._rpc('fusion.technician.task', 'write',
-                          [existing, {'status': 'cancelled', 'active': False}], ctx)
-
-    @api.model
-    def _push_shadow_status(self, shadow_tasks):
-        """Push local status changes on shadow tasks back to their source instance.
-
-        When a tech completes (or cancels) a shadow task locally, update the
-        original task on the remote instance so both sides stay in sync.
-        """
-        configs = self.sudo().search([('active', '=', True)])
-        config_by_instance = {c.instance_id: c for c in configs}
-        ctx = {'context': {'skip_task_sync': True, 'skip_travel_recalc': True}}
-
-        for task in shadow_tasks:
-            config = config_by_instance.get(task.x_fc_sync_source)
-            if not config or not task.x_fc_sync_remote_id:
-                continue
-            try:
-                update_vals = {'status': task.status}
-                if task.status == 'completed' and task.completion_datetime:
-                    update_vals['completion_datetime'] = str(task.completion_datetime)
-                config._rpc(
-                    'fusion.technician.task', 'write',
-                    [[task.x_fc_sync_remote_id], update_vals], ctx)
-                _logger.info(
-                    "Pushed status '%s' for shadow task %s back to %s (remote id %d)",
-                    task.status, task.name, config.name, task.x_fc_sync_remote_id)
-                if task.status == 'completed':
-                    try:
-                        config._rpc(
-                            'fusion.technician.task',
-                            '_notify_scheduler_on_completion',
-                            [[task.x_fc_sync_remote_id]])
-                    except Exception:
-                        _logger.warning(
-                            "Could not trigger completion notification on remote for %s",
-                            task.name)
-            except Exception:
-                _logger.exception(
-                    "Failed to push status for shadow task %s to %s",
-                    task.name, config.name)
-
-    # ------------------------------------------------------------------
-    # PULL: cron-based full reconciliation
-    # ------------------------------------------------------------------
-
-    @api.model
-    def _cron_pull_remote_tasks(self):
-        """Cron job: pull tasks and technician locations from all active remote instances."""
-        configs = self.sudo().search([('active', '=', True)])
-        for config in configs:
-            try:
-                config._pull_tasks_from_remote()
-                config._pull_technician_locations()
-                config.sudo().write({
-                    'last_sync': fields.Datetime.now(),
-                    'last_sync_error': False,
-                })
-            except Exception as e:
-                _logger.exception("Task sync pull from %s failed", config.name)
-                config.sudo().write({'last_sync_error': str(e)})
-
-    def _pull_tasks_from_remote(self):
-        """Pull all active tasks for matched technicians from the remote instance.
-
-        After syncing, recalculates travel chains for all affected tech+date
-        combos so route planning accounts for both local and shadow tasks.
-        """
-        self.ensure_one()
-        local_syncid_to_uid = self._get_local_syncid_to_uid()
-        if not local_syncid_to_uid:
-            return
-
-        remote_map = self._get_remote_tech_map()
-        if not remote_map:
-            return
-
-        matched_sync_ids = set(local_syncid_to_uid.keys()) & set(remote_map.keys())
-        if not matched_sync_ids:
-            _logger.info("Task sync: no matched technicians between local and %s", self.name)
-            return
-
-        remote_tech_ids = [remote_map[sid] for sid in matched_sync_ids]
-        remote_syncid_by_uid = {v: k for k, v in remote_map.items()}
-
-        cutoff = fields.Date.today() - timedelta(days=7)
-        remote_tasks = self._rpc(
-            'fusion.technician.task', 'search_read',
-            [[
-                '|',
-                ('technician_id', 'in', remote_tech_ids),
-                ('additional_technician_ids', 'in', remote_tech_ids),
-                ('scheduled_date', '>=', str(cutoff)),
-                ('x_fc_sync_source', '=', False),
-            ]],
-            {'fields': SYNC_TASK_FIELDS + ['id']})
-
-        if remote_tasks is None:
-            return
-
-        Task = self.env['fusion.technician.task'].sudo().with_context(
-            skip_task_sync=True, skip_travel_recalc=True)
-
-        remote_uuids = set()
-        affected_combos = set()
-
-        for rt in remote_tasks:
-            sync_uuid = rt.get('x_fc_sync_uuid')
-            if not sync_uuid:
-                continue
-            remote_uuids.add(sync_uuid)
-
-            remote_tech_raw = rt['technician_id']
-            remote_uid = remote_tech_raw[0] if isinstance(remote_tech_raw, (list, tuple)) else remote_tech_raw
-            tech_sync_id = remote_syncid_by_uid.get(remote_uid)
-            local_uid = local_syncid_to_uid.get(tech_sync_id) if tech_sync_id else None
-            if not local_uid:
-                continue
-
-            partner_raw = rt.get('partner_id')
-            client_name = partner_raw[1] if isinstance(partner_raw, (list, tuple)) and len(partner_raw) > 1 else ''
-            client_phone = rt.get('partner_phone', '') or ''
-
-            state_raw = rt.get('address_state_id')
-            state_name = ''
-            if isinstance(state_raw, (list, tuple)) and len(state_raw) > 1:
-                state_name = state_raw[1]
-
-            # Map additional technicians from remote to local
-            local_additional_ids = []
-            remote_add_raw = rt.get('additional_technician_ids', [])
-            if remote_add_raw and isinstance(remote_add_raw, list):
-                for add_uid in remote_add_raw:
-                    add_sync_id = remote_syncid_by_uid.get(add_uid)
-                    if add_sync_id:
-                        local_add_uid = local_syncid_to_uid.get(add_sync_id)
-                        if local_add_uid:
-                            local_additional_ids.append(local_add_uid)
-
-            sched_date = rt.get('scheduled_date')
-
-            vals = {
-                'x_fc_sync_uuid': sync_uuid,
-                'x_fc_sync_source': self.instance_id,
-                'x_fc_sync_remote_id': rt['id'],
-                'name': f"[{self.instance_id.upper()}] {rt.get('name', '')}",
-                'technician_id': local_uid,
-                'additional_technician_ids': [(6, 0, local_additional_ids)],
-                'task_type': rt.get('task_type', 'delivery'),
-                'status': rt.get('status', 'scheduled'),
-                'scheduled_date': sched_date,
-                'time_start': rt.get('time_start', 9.0),
-                'time_end': rt.get('time_end', 10.0),
-                'duration_hours': rt.get('duration_hours', 1.0),
-                'address_street': rt.get('address_street', ''),
-                'address_street2': rt.get('address_street2', ''),
-                'address_city': rt.get('address_city', ''),
-                'address_zip': rt.get('address_zip', ''),
-                'address_buzz_code': rt.get('address_buzz_code', ''),
-                'address_lat': rt.get('address_lat', 0),
-                'address_lng': rt.get('address_lng', 0),
-                'priority': rt.get('priority', 'normal'),
-                'pod_required': rt.get('pod_required', False),
-                'description': rt.get('description', ''),
-                'x_fc_sync_client_name': client_name,
-                'x_fc_sync_client_phone': client_phone,
-            }
-
-            if state_name:
-                state_rec = self.env['res.country.state'].sudo().search(
-                    [('name', '=', state_name)], limit=1)
-                if state_rec:
-                    vals['address_state_id'] = state_rec.id
-
-            existing = Task.search([('x_fc_sync_uuid', '=', sync_uuid)], limit=1)
-            if existing:
-                if existing.status in TERMINAL_STATUSES:
-                    vals.pop('status', None)
-                existing.write(vals)
-            else:
-                vals['sale_order_id'] = False
-                Task.create([vals])
-
-            if sched_date:
-                affected_combos.add((local_uid, sched_date))
-                for add_uid in local_additional_ids:
-                    affected_combos.add((add_uid, sched_date))
-
-        stale_shadows = Task.search([
-            ('x_fc_sync_source', '=', self.instance_id),
-            ('x_fc_sync_uuid', 'not in', list(remote_uuids)),
-            ('scheduled_date', '>=', str(cutoff)),
-            ('active', '=', True),
-        ])
-        if stale_shadows:
-            for st in stale_shadows:
-                if st.scheduled_date and st.technician_id:
-                    affected_combos.add((st.technician_id.id, st.scheduled_date))
-                for tech in st.additional_technician_ids:
-                    if st.scheduled_date:
-                        affected_combos.add((tech.id, st.scheduled_date))
-            stale_shadows.write({'active': False, 'status': 'cancelled'})
-            _logger.info("Deactivated %d stale shadow tasks from %s",
-                         len(stale_shadows), self.instance_id)
-
-        if affected_combos:
-            today = fields.Date.today()
-            today_str = str(today)
-            future_combos = set()
-            for tid, d in affected_combos:
-                if not d:
-                    continue
-                d_str = str(d) if not isinstance(d, str) else d
-                if d_str >= today_str:
-                    future_combos.add((tid, d_str))
-            if future_combos:
-                TaskModel = self.env['fusion.technician.task'].sudo()
-                try:
-                    ungeocode = TaskModel.search([
-                        ('x_fc_sync_source', '=', self.instance_id),
-                        ('active', '=', True),
-                        ('scheduled_date', '>=', today_str),
-                        ('status', 'not in', ['cancelled']),
-                        '|',
-                        ('address_lat', '=', 0), ('address_lat', '=', False),
-                    ])
-                    geocoded = 0
-                    for shadow in ungeocode:
-                        if shadow.address_display:
-                            if shadow.with_context(skip_travel_recalc=True)._geocode_address():
-                                geocoded += 1
-                    if geocoded:
-                        _logger.info("Geocoded %d shadow tasks from %s",
-                                     geocoded, self.name)
-                except Exception:
-                    _logger.exception(
-                        "Shadow task geocoding after sync from %s failed", self.name)
-
-                try:
-                    TaskModel._recalculate_combos_travel(future_combos)
-                    _logger.info(
-                        "Recalculated travel for %d tech+date combos after sync from %s",
-                        len(future_combos), self.name)
-                except Exception:
-                    _logger.exception(
-                        "Travel recalculation after sync from %s failed", self.name)
-
-    # ------------------------------------------------------------------
-    # PULL: technician locations from remote instance
-    # ------------------------------------------------------------------
-
-    def _pull_technician_locations(self):
-        """Pull latest GPS locations for matched technicians from the remote instance.
-
-        Creates local location records with source='sync' so the map view
-        shows technician positions from both instances. Only keeps the single
-        most recent synced location per technician (replaces older synced
-        records to avoid clutter).
-        """
-        self.ensure_one()
-        local_syncid_to_uid = self._get_local_syncid_to_uid()
-        if not local_syncid_to_uid:
-            return
-
-        remote_map = self._get_remote_tech_map()
-        if not remote_map:
-            return
-
-        matched_sync_ids = set(local_syncid_to_uid.keys()) & set(remote_map.keys())
-        if not matched_sync_ids:
-            return
-
-        remote_tech_ids = [remote_map[sid] for sid in matched_sync_ids]
-        remote_syncid_by_uid = {v: k for k, v in remote_map.items()}
-
-        remote_locations = self._rpc(
-            'fusion.technician.location', 'search_read',
-            [[
-                ('user_id', 'in', remote_tech_ids),
-                ('logged_at', '>', str(fields.Datetime.subtract(
-                    fields.Datetime.now(), hours=24))),
-                ('source', '!=', 'sync'),
-            ]],
-            {
-                'fields': ['user_id', 'latitude', 'longitude',
-                           'accuracy', 'logged_at'],
-                'order': 'logged_at desc',
-            })
-
-        if not remote_locations:
-            return
-
-        Location = self.env['fusion.technician.location'].sudo()
-
-        seen_techs = set()
-        synced_count = 0
-        for rloc in remote_locations:
-            remote_uid_raw = rloc['user_id']
-            remote_uid = (remote_uid_raw[0]
-                          if isinstance(remote_uid_raw, (list, tuple))
-                          else remote_uid_raw)
-            if remote_uid in seen_techs:
-                continue
-            seen_techs.add(remote_uid)
-
-            sync_id = remote_syncid_by_uid.get(remote_uid)
-            local_uid = local_syncid_to_uid.get(sync_id) if sync_id else None
-            if not local_uid:
-                continue
-
-            lat = rloc.get('latitude', 0)
-            lng = rloc.get('longitude', 0)
-            if not lat or not lng:
-                continue
-
-            old_synced = Location.search([
-                ('user_id', '=', local_uid),
-                ('source', '=', 'sync'),
-                ('sync_instance', '=', self.instance_id),
-            ])
-            if old_synced:
-                old_synced.unlink()
-
-            Location.create({
-                'user_id': local_uid,
-                'latitude': lat,
-                'longitude': lng,
-                'accuracy': rloc.get('accuracy', 0),
-                'logged_at': rloc.get('logged_at', fields.Datetime.now()),
-                'source': 'sync',
-                'sync_instance': self.instance_id,
-            })
-            synced_count += 1
-
-        if synced_count:
-            _logger.info("Synced %d technician location(s) from %s",
-                         synced_count, self.name)
-
-    # ------------------------------------------------------------------
-    # CLEANUP
-    # ------------------------------------------------------------------
-
-    @api.model
-    def _cron_cleanup_old_shadows(self):
-        """Remove shadow tasks older than 30 days (completed/cancelled)."""
-        cutoff = fields.Date.today() - timedelta(days=30)
-        old_shadows = self.env['fusion.technician.task'].sudo().search([
-            ('x_fc_sync_source', '!=', False),
-            ('scheduled_date', '<', str(cutoff)),
-            ('status', 'in', ['completed', 'cancelled']),
-        ])
-        if old_shadows:
-            count = len(old_shadows)
-            old_shadows.unlink()
-            _logger.info("Cleaned up %d old shadow tasks", count)
-
-    # ------------------------------------------------------------------
-    # Manual trigger
-    # ------------------------------------------------------------------
-
-    def action_sync_now(self):
-        """Manually trigger a full sync for this config."""
-        self.ensure_one()
-        self._pull_tasks_from_remote()
-        self._pull_technician_locations()
-        self.sudo().write({
-            'last_sync': fields.Datetime.now(),
-            'last_sync_error': False,
-        })
-        shadow_count = self.env['fusion.technician.task'].sudo().search_count([
-            ('x_fc_sync_source', '=', self.instance_id),
-        ])
-        loc_count = self.env['fusion.technician.location'].sudo().search_count([
-            ('source', '=', 'sync'),
-            ('sync_instance', '=', self.instance_id),
-        ])
-        return {
-            'type': 'ir.actions.client',
-            'tag': 'display_notification',
-            'params': {
-                'title': 'Sync Complete',
-                'message': (f'Synced from {self.name}. '
-                            f'{shadow_count} shadow task(s), '
-                            f'{loc_count} technician location(s) visible.'),
-                'type': 'success',
-                'sticky': False,
-            },
-        }

fusion_claims/models/technician_location.py

@@ -1,131 +0,0 @@
-# -*- coding: utf-8 -*-
-# Copyright 2024-2026 Nexa Systems Inc.
-# License OPL-1 (Odoo Proprietary License v1.0)
-
-"""
-Fusion Technician Location
-GPS location logging for field technicians.
-"""
-
-from odoo import models, fields, api, _
-import logging
-
-_logger = logging.getLogger(__name__)
-
-
-class FusionTechnicianLocation(models.Model):
-    _name = 'fusion.technician.location'
-    _description = 'Technician Location Log'
-    _order = 'logged_at desc'
-
-    user_id = fields.Many2one(
-        'res.users',
-        string='Technician',
-        required=True,
-        index=True,
-        ondelete='cascade',
-    )
-    latitude = fields.Float(
-        string='Latitude',
-        digits=(10, 7),
-        required=True,
-    )
-    longitude = fields.Float(
-        string='Longitude',
-        digits=(10, 7),
-        required=True,
-    )
-    accuracy = fields.Float(
-        string='Accuracy (m)',
-        help='GPS accuracy in meters',
-    )
-    logged_at = fields.Datetime(
-        string='Logged At',
-        default=fields.Datetime.now,
-        required=True,
-        index=True,
-    )
-    source = fields.Selection([
-        ('portal', 'Portal'),
-        ('app', 'Mobile App'),
-        ('sync', 'Synced'),
-    ], string='Source', default='portal')
-    sync_instance = fields.Char(
-        'Sync Instance', index=True,
-        help='Source instance ID if synced (e.g. westin, mobility)',
-    )
-
-    @api.model
-    def log_location(self, latitude, longitude, accuracy=None):
-        """Log the current user's location. Called from portal JS."""
-        return self.sudo().create({
-            'user_id': self.env.user.id,
-            'latitude': latitude,
-            'longitude': longitude,
-            'accuracy': accuracy or 0,
-            'source': 'portal',
-        })
-
-    @api.model
-    def get_latest_locations(self):
-        """Get the most recent location for each technician (for map view).
-
-        Includes both local GPS pings and synced locations from remote
-        instances, so the map shows all shared technicians regardless of
-        which Odoo instance they are clocked into.
-        """
-        self.env.cr.execute("""
-            SELECT DISTINCT ON (user_id)
-                user_id, latitude, longitude, accuracy, logged_at,
-                COALESCE(sync_instance, '') AS sync_instance
-            FROM fusion_technician_location
-            WHERE logged_at > NOW() - INTERVAL '24 hours'
-            ORDER BY user_id, logged_at DESC
-        """)
-        rows = self.env.cr.dictfetchall()
-        local_id = self.env['ir.config_parameter'].sudo().get_param(
-            'fusion_claims.sync_instance_id', '')
-        result = []
-        for row in rows:
-            user = self.env['res.users'].sudo().browse(row['user_id'])
-            src = row.get('sync_instance') or local_id
-            result.append({
-                'user_id': row['user_id'],
-                'name': user.name,
-                'latitude': row['latitude'],
-                'longitude': row['longitude'],
-                'accuracy': row['accuracy'],
-                'logged_at': str(row['logged_at']),
-                'sync_instance': src,
-            })
-        return result
-
-    @api.model
-    def _cron_cleanup_old_locations(self):
-        """Remove location logs based on configurable retention setting.
-
-        Setting (fusion_claims.location_retention_days):
-          - Empty / not set  => keep 30 days (default)
-          - "0"              => delete at end of day (keep today only)
-          - "1" .. "N"       => keep for N days
-        """
-        ICP = self.env['ir.config_parameter'].sudo()
-        raw = (ICP.get_param('fusion_claims.location_retention_days') or '').strip()
-
-        if raw == '':
-            retention_days = 30  # default: 1 month
-        else:
-            try:
-                retention_days = max(int(raw), 0)
-            except (ValueError, TypeError):
-                retention_days = 30
-
-        cutoff = fields.Datetime.subtract(fields.Datetime.now(), days=retention_days)
-        old_records = self.search([('logged_at', '<', cutoff)])
-        count = len(old_records)
-        if count:
-            old_records.unlink()
-            _logger.info(
-                "Cleaned up %d technician location records (retention=%d days)",
-                count, retention_days,
-            )