changes

fusion_quotations/__init__.py

@@ -0,0 +1,4 @@
+# -*- coding: utf-8 -*-
+
+from . import models
+from . import controllers

fusion_quotations/__manifest__.py

@@ -0,0 +1,61 @@
+# -*- coding: utf-8 -*-
+{
+    'name': 'Fusion Quotation Builder',
+    'version': '19.0.2.0.0',
+    'category': 'Sales',
+    'summary': 'Multi-Equipment Assessment & Automatic Quotation Generation',
+    'description': """
+        Guided equipment assessment form with automatic quotation generation.
+        Supports multiple equipment types (wheelchairs, stair lifts, porch lifts, etc.)
+        with dynamic form steps per Configuration Flow.
+        - Dynamic equipment type registry
+        - Config Flow-driven form steps (customizable per equipment type)
+        - Configurable sections (Frame, Cushion, Backrest, etc.)
+        - Admin-managed product options per section
+        - Auto-upcharge rules based on measurements
+        - Multi-step portal form for sales reps
+        - ADP prescription measurements capture
+        - Automatic draft sale order generation with correct ADP device codes
+    """,
+    'author': 'Nexa Systems Inc.',
+    'website': 'https://nexasystems.ca',
+    'license': 'OPL-1',
+    'depends': [
+        'base',
+        'sale',
+        'sale_management',
+        'portal',
+        'website',
+        'mail',
+        'fusion_claims',
+        'fusion_authorizer_portal',
+    ],
+    'data': [
+        'security/security.xml',
+        'security/ir.model.access.csv',
+        'data/equipment_type_data.xml',
+        'views/wc_section_views.xml',
+        'views/wc_upcharge_rule_views.xml',
+        'views/wc_assessment_views.xml',
+        'views/wc_config_flow_views.xml',
+        'views/equipment_type_views.xml',
+        'views/menus.xml',
+        'views/portal_quotation_templates.xml',
+        'data/section_seed_data.xml',
+        'data/upcharge_rules_data.xml',
+    ],
+    'assets': {
+        'web.assets_frontend': [
+            'fusion_quotations/static/src/css/quotation_form.css',
+            'fusion_quotations/static/src/js/quotation_form.js',
+        ],
+        'web.assets_backend': [
+            'fusion_quotations/static/src/scss/flow_designer.scss',
+            'fusion_quotations/static/src/js/flow_designer/flow_designer_action.js',
+            'fusion_quotations/static/src/xml/flow_designer_templates.xml',
+        ],
+    },
+    'installable': True,
+    'application': False,
+    'auto_install': False,
+}

fusion_quotations/controllers/__init__.py

@@ -0,0 +1,4 @@
+# -*- coding: utf-8 -*-
+
+from . import portal_quotation
+from . import quotation_api

fusion_quotations/controllers/portal_quotation.py

@@ -0,0 +1,536 @@
+# -*- coding: utf-8 -*-
+
+from odoo import http, _
+from odoo.http import request
+from odoo.addons.portal.controllers.portal import CustomerPortal
+import json
+import logging
+
+_logger = logging.getLogger(__name__)
+
+
+class QuotationPortal(CustomerPortal):
+
+    def _prepare_home_portal_values(self, counters):
+        values = super()._prepare_home_portal_values(counters)
+        if 'wc_assessment_count' in counters:
+            Assessment = request.env['fusion.wc.assessment'].sudo()
+            values['wc_assessment_count'] = Assessment.search_count([
+                ('sales_rep_id', '=', request.env.user.id),
+            ])
+        return values
+
+    # =========================================================================
+    # ASSESSMENT LIST
+    # =========================================================================
+    @http.route('/my/quotation/builder', type='http', auth='user', website=True)
+    def quotation_builder_list(self, **kw):
+        Assessment = request.env['fusion.wc.assessment'].sudo()
+        assessments = Assessment.search(
+            [('sales_rep_id', '=', request.env.user.id)],
+            order='create_date desc',
+            limit=50,
+        )
+        # Equipment types with active flows — for "New Assessment" dropdown
+        Flow = request.env['fusion.wc.config.flow'].sudo()
+        active_flow_etypes = Flow.search([
+            ('state', '=', 'active'),
+        ]).mapped('equipment_type')
+        all_equip_types = request.env['fusion.equipment.type'].sudo().search(
+            [('active', '=', True)], order='sequence')
+        equipment_types = all_equip_types.filtered(
+            lambda et: et.code in active_flow_etypes)
+
+        # Build lookup dict: code → name for template display
+        equip_type_map = {et.code: et.name for et in all_equip_types}
+
+        return request.render('fusion_quotations.portal_quotation_list', {
+            'assessments': assessments,
+            'equipment_types': equipment_types,
+            'equip_type_map': equip_type_map,
+            'page_name': 'wc_assessments',
+        })
+
+    # =========================================================================
+    # HELPER: build template context values
+    # =========================================================================
+    def _get_form_context(self, assessment=None, requested_equipment_type=None):
+        """Return common template context for the assessment form.
+
+        Args:
+            assessment: existing assessment record, or None for new.
+            requested_equipment_type: equipment type code from query param
+                (only used when assessment is None — new form).
+        """
+        from types import SimpleNamespace
+
+        sections = request.env['fusion.wc.section'].sudo().search(
+            [('active', '=', True), ('parent_id', '=', False)],
+            order='sequence',
+        )
+        countries = request.env['res.country'].sudo().search([])
+        provinces = request.env['res.country.state'].sudo().search(
+            [('country_id.code', '=', 'CA')])
+
+        # Equipment types — only show types that have at least one active config flow
+        Flow = request.env['fusion.wc.config.flow'].sudo()
+        all_equip_types = request.env['fusion.equipment.type'].sudo().search(
+            [('active', '=', True)], order='sequence')
+        active_flow_etypes = Flow.search([
+            ('state', '=', 'active'),
+        ]).mapped('equipment_type')
+        equipment_types = all_equip_types.filtered(
+            lambda et: et.code in active_flow_etypes)
+
+        # ── Flow steps ──
+        # Determine the equipment type: assessment field > query param > first available > fallback
+        FlowStep = request.env['fusion.wc.config.flow.step'].sudo()
+        if assessment:
+            equipment_type = assessment.equipment_type
+        elif requested_equipment_type and requested_equipment_type in active_flow_etypes:
+            equipment_type = requested_equipment_type
+        elif active_flow_etypes:
+            # Default to first available type with an active flow
+            first_type = equipment_types[:1]
+            equipment_type = first_type.code if first_type else 'manual_wheelchair'
+        else:
+            equipment_type = 'manual_wheelchair'
+
+        flow = Flow.search([
+            ('equipment_type', '=', equipment_type),
+            ('state', '=', 'active'),
+        ], limit=1)
+
+        # Auto-create default steps for active flows that have none
+        if flow and not flow.step_ids:
+            try:
+                flow.action_create_default_steps()
+            except Exception:
+                _logger.warning("Failed to auto-create steps for flow %s", flow.id)
+
+        flow_steps = flow.step_ids.sorted('sequence') if flow else FlowStep.browse()
+
+        # If no flow found, try any active flow as fallback
+        if not flow_steps:
+            flow = Flow.search([('state', '=', 'active')], limit=1)
+            if flow:
+                if not flow.step_ids:
+                    try:
+                        flow.action_create_default_steps()
+                    except Exception:
+                        pass
+                flow_steps = flow.step_ids.sorted('sequence')
+
+        # Final fallback: SimpleNamespace objects matching step record interface
+        if not flow_steps:
+            flow_steps = [
+                SimpleNamespace(id=0, name='Client & Equipment', step_type='client_info',
+                    icon='fa-user', section_code='', fields_json='', help_text='', is_required=True),
+                SimpleNamespace(id=0, name='Measurements', step_type='measurements',
+                    icon='fa-ruler', section_code='', fields_json='', help_text='', is_required=True),
+                SimpleNamespace(id=0, name='Frame', step_type='product_select',
+                    icon='fa-wheelchair', section_code='frame', fields_json='', help_text='', is_required=True),
+                SimpleNamespace(id=0, name='Seating', step_type='options',
+                    icon='fa-chair', section_code='seating', fields_json='', help_text='', is_required=True),
+                SimpleNamespace(id=0, name='Options', step_type='options',
+                    icon='fa-list', section_code='mw_adp_options,mw_accessories', fields_json='', help_text='', is_required=True),
+                SimpleNamespace(id=0, name='Review', step_type='review',
+                    icon='fa-clipboard', section_code='', fields_json='', help_text='', is_required=True),
+            ]
+
+        # Parse fields_json for dynamic measurement/custom steps
+        step_fields = {}
+        for step in flow_steps:
+            fj = step.fields_json if hasattr(step, 'fields_json') else ''
+            if fj:
+                try:
+                    step_fields[step.id] = json.loads(fj)
+                except (ValueError, TypeError):
+                    step_fields[step.id] = []
+
+        # Pre-build a dict of field values so QWeb can look them up by name
+        field_values = {}
+        if assessment:
+            # Standard wheelchair measurement fields
+            for fname in [
+                'seat_width', 'seat_depth', 'finished_seat_to_floor_height',
+                'back_cane_height', 'finished_back_height',
+                'finished_leg_rest_length', 'client_weight',
+                'seat_width_unit', 'seat_depth_unit', 'seat_to_floor_unit',
+                'cane_height_unit', 'back_height_unit', 'leg_rest_unit',
+                'client_weight_unit',
+            ]:
+                field_values[fname] = assessment[fname] or ''
+
+            # Equipment-specific data from JSON (for non-wheelchair types)
+            if assessment.equipment_data_json:
+                try:
+                    equipment_data = json.loads(assessment.equipment_data_json)
+                    if isinstance(equipment_data, dict):
+                        field_values.update(equipment_data)
+                except (ValueError, TypeError):
+                    pass
+
+        return {
+            'assessment': assessment,
+            'sections': sections,
+            'countries': countries,
+            'provinces': provinces,
+            'field_values': field_values,
+            'equipment_types': equipment_types,
+            'equipment_type': equipment_type,
+            'flow': flow,
+            'flow_steps': flow_steps,
+            'step_fields': step_fields,
+        }
+
+    # =========================================================================
+    # NEW ASSESSMENT FORM
+    # =========================================================================
+    @http.route('/my/quotation/builder/new', type='http', auth='user', website=True)
+    def quotation_builder_new(self, **kw):
+        ctx = self._get_form_context(
+            assessment=None,
+            requested_equipment_type=kw.get('equipment_type'),
+        )
+        ctx['page_name'] = 'wc_assessment_new'
+        return request.render('fusion_quotations.portal_quotation_form', ctx)
+
+    # =========================================================================
+    # EDIT EXISTING ASSESSMENT
+    # =========================================================================
+    @http.route('/my/quotation/builder/<int:assessment_id>/edit',
+                type='http', auth='user', website=True)
+    def quotation_builder_edit(self, assessment_id, **kw):
+        Assessment = request.env['fusion.wc.assessment'].sudo()
+        assessment = Assessment.browse(assessment_id)
+
+        if not assessment.exists() or assessment.sales_rep_id.id != request.env.user.id:
+            return request.redirect('/my/quotation/builder')
+
+        ctx = self._get_form_context(assessment=assessment)
+        ctx['page_name'] = 'wc_assessment_edit'
+        return request.render('fusion_quotations.portal_quotation_form', ctx)
+
+    # =========================================================================
+    # SAVE ASSESSMENT (FINAL SUBMIT)
+    # =========================================================================
+    @http.route('/my/quotation/builder/save', type='http', auth='user',
+                website=True, methods=['POST'], csrf=True)
+    def quotation_builder_save(self, **post):
+        Assessment = request.env['fusion.wc.assessment'].sudo()
+        assessment_id = int(post.get('assessment_id') or 0)
+
+        vals = self._extract_assessment_vals(post)
+
+        if assessment_id:
+            assessment = Assessment.browse(assessment_id)
+            if assessment.exists() and assessment.sales_rep_id.id == request.env.user.id:
+                assessment.write(vals)
+        else:
+            vals['sales_rep_id'] = request.env.user.id
+            assessment = Assessment.create(vals)
+
+        # Process selected items (lines)
+        self._process_assessment_lines(assessment, post)
+
+        # Check if user wants to generate quotation
+        if post.get('action') == 'generate':
+            try:
+                assessment.action_generate_quotation()
+                return request.redirect(
+                    f'/my/quotation/builder/{assessment.id}/edit?success=quotation_generated')
+            except Exception as e:
+                _logger.error("Quotation generation failed: %s", str(e))
+                return request.redirect(
+                    f'/my/quotation/builder/{assessment.id}/edit?error={str(e)}')
+
+        return request.redirect(
+            f'/my/quotation/builder/{assessment.id}/edit?success=saved')
+
+    # Known POST keys that map to standard assessment fields (not dynamic)
+    _KNOWN_POST_KEYS = {
+        'csrf_token', 'assessment_id', 'current_step', 'action', 'access_token',
+        'line_product_ids', 'line_section_ids', 'line_build_types',
+        'line_quantities', 'line_rationales',
+        'partner_id', 'create_new_partner',
+        'client_first_name', 'client_last_name', 'client_phone', 'client_email',
+        'client_street', 'client_street2', 'client_city', 'client_state_id',
+        'client_zip', 'client_country_id', 'client_dob', 'client_health_card',
+        'equipment_type', 'wheelchair_type', 'powerchair_type',
+        'client_type', 'build_type', 'reason_for_application', 'authorizer_id',
+        'seat_width', 'seat_depth', 'finished_seat_to_floor_height',
+        'back_cane_height', 'finished_back_height', 'finished_leg_rest_length',
+        'client_weight',
+        'seat_width_unit', 'seat_depth_unit', 'seat_to_floor_unit',
+        'cane_height_unit', 'back_height_unit', 'leg_rest_unit',
+        'client_weight_unit',
+        'frame_product_tmpl_id', 'frame_product_id', 'frame_notes', 'notes',
+    }
+
+    def _extract_assessment_vals(self, post):
+        """Extract assessment field values from POST data."""
+        vals = {}
+
+        # Client
+        partner_id = post.get('partner_id')
+        if partner_id and partner_id != '0':
+            vals['partner_id'] = int(partner_id)
+            vals['create_new_partner'] = False
+        else:
+            vals['create_new_partner'] = True
+            vals['client_first_name'] = post.get('client_first_name', '')
+            vals['client_last_name'] = post.get('client_last_name', '')
+            vals['client_phone'] = post.get('client_phone', '')
+            vals['client_email'] = post.get('client_email', '')
+            vals['client_street'] = post.get('client_street', '')
+            vals['client_street2'] = post.get('client_street2', '')
+            vals['client_city'] = post.get('client_city', '')
+            state_id = post.get('client_state_id')
+            if state_id:
+                vals['client_state_id'] = int(state_id)
+            vals['client_zip'] = post.get('client_zip', '')
+            country_id = post.get('client_country_id')
+            if country_id:
+                vals['client_country_id'] = int(country_id)
+            dob = post.get('client_dob')
+            if dob:
+                vals['client_dob'] = dob
+
+        vals['client_health_card'] = post.get('client_health_card', '')
+
+        # Equipment
+        vals['equipment_type'] = post.get('equipment_type', 'manual_wheelchair')
+        vals['wheelchair_type'] = post.get('wheelchair_type', '')
+        vals['powerchair_type'] = post.get('powerchair_type', '')
+        vals['client_type'] = post.get('client_type', 'reg')
+        vals['build_type'] = post.get('build_type', 'modular')
+        vals['reason_for_application'] = post.get('reason_for_application', '')
+
+        # Authorizer
+        authorizer_id = post.get('authorizer_id')
+        if authorizer_id:
+            vals['authorizer_id'] = int(authorizer_id)
+
+        # Measurements
+        for field in ['seat_width', 'seat_depth', 'finished_seat_to_floor_height',
+                       'back_cane_height', 'finished_back_height',
+                       'finished_leg_rest_length', 'client_weight']:
+            val = post.get(field)
+            if val:
+                try:
+                    vals[field] = float(val)
+                except (ValueError, TypeError):
+                    pass
+
+        # Measurement units
+        for field in ['seat_width_unit', 'seat_depth_unit', 'seat_to_floor_unit',
+                       'cane_height_unit', 'back_height_unit', 'leg_rest_unit',
+                       'client_weight_unit']:
+            val = post.get(field)
+            if val:
+                vals[field] = val
+
+        # Frame
+        frame_tmpl = post.get('frame_product_tmpl_id')
+        if frame_tmpl:
+            vals['frame_product_tmpl_id'] = int(frame_tmpl)
+        frame_product = post.get('frame_product_id')
+        if frame_product:
+            vals['frame_product_id'] = int(frame_product)
+        vals['frame_notes'] = post.get('frame_notes', '')
+        vals['notes'] = post.get('notes', '')
+
+        # Current step
+        step = post.get('current_step')
+        if step:
+            vals['current_step'] = int(step)
+
+        # ── Dynamic / equipment-specific fields → equipment_data_json ──
+        # Collect any POST keys not in the known set — these come from
+        # dynamic measurement / custom steps defined via fields_json
+        equipment_data = {}
+        for key, value in post.items():
+            if key not in self._KNOWN_POST_KEYS and not key.startswith('section_'):
+                # Skip empty values
+                if value:
+                    equipment_data[key] = value
+        if equipment_data:
+            # Merge with existing equipment_data_json if editing
+            assessment_id = int(post.get('assessment_id') or 0)
+            if assessment_id:
+                assessment = request.env['fusion.wc.assessment'].sudo().browse(assessment_id)
+                if assessment.exists() and assessment.equipment_data_json:
+                    try:
+                        existing = json.loads(assessment.equipment_data_json)
+                        if isinstance(existing, dict):
+                            existing.update(equipment_data)
+                            equipment_data = existing
+                    except (ValueError, TypeError):
+                        pass
+            vals['equipment_data_json'] = json.dumps(equipment_data)
+
+        return vals
+
+    def _process_assessment_lines(self, assessment, post):
+        """Process selected products from the form into assessment lines."""
+        AssessmentLine = request.env['fusion.wc.assessment.line'].sudo()
+
+        # Remove existing non-upcharge lines (will be recreated from form)
+        assessment.line_ids.filtered(lambda l: not l.is_upcharge).unlink()
+
+        # Parse lines from POST data
+        # Format: line_product_ids = comma-separated product IDs
+        # line_sections = comma-separated section IDs (parallel array)
+        # line_build_types = comma-separated build types (parallel array)
+        line_products = post.get('line_product_ids', '').split(',')
+        line_sections = post.get('line_section_ids', '').split(',')
+        line_build_types = post.get('line_build_types', '').split(',')
+        line_quantities = post.get('line_quantities', '').split(',')
+        line_rationales = post.get('line_rationales', '').split('|||')
+
+        for idx, tmpl_id_str in enumerate(line_products):
+            if not tmpl_id_str.strip():
+                continue
+            try:
+                tmpl_id = int(tmpl_id_str.strip())
+            except (ValueError, TypeError):
+                continue
+
+            # Resolve product template → first active variant
+            tmpl = request.env['product.template'].sudo().browse(tmpl_id)
+            if not tmpl.exists():
+                continue
+            product = tmpl.product_variant_ids[:1]
+            if not product:
+                continue
+
+            section_id = False
+            if idx < len(line_sections) and line_sections[idx].strip():
+                try:
+                    section_id = int(line_sections[idx].strip())
+                except (ValueError, TypeError):
+                    pass
+
+            build_type = False
+            if idx < len(line_build_types) and line_build_types[idx].strip():
+                build_type = line_build_types[idx].strip()
+
+            quantity = 1.0
+            if idx < len(line_quantities) and line_quantities[idx].strip():
+                try:
+                    quantity = float(line_quantities[idx].strip())
+                except (ValueError, TypeError):
+                    pass
+
+            rationale = ''
+            if idx < len(line_rationales):
+                rationale = line_rationales[idx].strip()
+
+            tmpl = product.product_tmpl_id
+            AssessmentLine.create({
+                'assessment_id': assessment.id,
+                'section_id': section_id,
+                'product_id': product.id,
+                'product_name': product.display_name,
+                'quantity': quantity,
+                'adp_device_code': tmpl.x_fc_adp_device_code or '',
+                'adp_price': tmpl.x_fc_adp_price or 0.0,
+                'unit_price': product.lst_price,
+                'build_type': build_type if build_type in ('modular', 'custom_fabricated') else False,
+                'clinical_rationale': rationale,
+            })
+
+
+class QuotationPublic(http.Controller):
+    """Public (token-based) access to the assessment form — no login required."""
+
+    def _validate_token(self, token):
+        """Look up and validate an assessment by its access token."""
+        assessment = request.env['fusion.wc.assessment'].sudo().search([
+            ('access_token', '=', token),
+        ], limit=1)
+        if not assessment:
+            return None, 'not_found'
+        if assessment.state == 'cancelled':
+            return assessment, 'cancelled'
+        return assessment, 'ok'
+
+    # ------------------------------------------------------------------
+    # Public form — full portal chrome
+    # ------------------------------------------------------------------
+    @http.route('/quotation/form/<string:token>', type='http',
+                auth='public', website=True, sitemap=False)
+    def public_form_view(self, token, **kw):
+        """Render the assessment form for public (unauthenticated) users."""
+        assessment, status = self._validate_token(token)
+        if status != 'ok':
+            return request.render('fusion_quotations.public_form_invalid', {
+                'status': status,
+            })
+
+        portal_ctrl = QuotationPortal()
+        ctx = portal_ctrl._get_form_context(
+            assessment=assessment,
+            requested_equipment_type=kw.get('equipment_type'),
+        )
+        ctx['page_name'] = 'wc_assessment_public'
+        ctx['is_public'] = True
+        ctx['access_token'] = token
+        return request.render('fusion_quotations.portal_quotation_form', ctx)
+
+    # ------------------------------------------------------------------
+    # Embeddable form — no portal chrome, iframe-friendly
+    # ------------------------------------------------------------------
+    @http.route('/quotation/form/<string:token>/embed', type='http',
+                auth='public', website=True, sitemap=False)
+    def embed_form_view(self, token, **kw):
+        """Render a minimal, iframe-embeddable version of the form."""
+        assessment, status = self._validate_token(token)
+        if status != 'ok':
+            return request.render('fusion_quotations.public_form_invalid', {
+                'status': status,
+            })
+
+        portal_ctrl = QuotationPortal()
+        ctx = portal_ctrl._get_form_context(assessment=assessment)
+        ctx['page_name'] = 'wc_assessment_embed'
+        ctx['is_public'] = True
+        ctx['is_embed'] = True
+        ctx['access_token'] = token
+        resp = request.render('fusion_quotations.portal_quotation_form_embed', ctx)
+        resp.headers['X-Frame-Options'] = 'ALLOWALL'
+        resp.headers['Content-Security-Policy'] = ''
+        return resp
+
+    # ------------------------------------------------------------------
+    # Public form save (POST)
+    # ------------------------------------------------------------------
+    @http.route('/quotation/form/<string:token>/save', type='http',
+                auth='public', website=True, methods=['POST'],
+                csrf=True, sitemap=False)
+    def public_form_save(self, token, **post):
+        """Save form data submitted from the public/embed form."""
+        assessment, status = self._validate_token(token)
+        if status != 'ok' or not assessment:
+            return request.redirect('/')
+
+        if assessment.state not in ('draft', 'review'):
+            return request.redirect(f'/quotation/form/{token}?error=readonly')
+
+        portal_ctrl = QuotationPortal()
+        vals = portal_ctrl._extract_assessment_vals(post)
+        assessment.sudo().write(vals)
+        portal_ctrl._process_assessment_lines(assessment, post)
+
+        if post.get('action') == 'generate':
+            try:
+                assessment.sudo().action_generate_quotation()
+                return request.redirect(
+                    f'/quotation/form/{token}?success=quotation_generated')
+            except Exception as e:
+                _logger.error("Public quotation generation failed: %s", str(e))
+                return request.redirect(
+                    f'/quotation/form/{token}?error={str(e)}')
+
+        return request.redirect(f'/quotation/form/{token}?success=saved')

fusion_quotations/controllers/quotation_api.py

@@ -0,0 +1,388 @@
+# -*- coding: utf-8 -*-
+
+from odoo import http
+from odoo.http import request
+import json
+import logging
+
+_logger = logging.getLogger(__name__)
+
+
+class QuotationAPI(http.Controller):
+
+    @http.route('/my/quotation/api/search_clients', type='json',
+                auth='user', methods=['POST'])
+    def search_clients(self, query='', limit=20, **kw):
+        """Search existing clients by name, phone, or health card."""
+        if not query or len(query) < 2:
+            return []
+
+        Partner = request.env['res.partner'].sudo()
+        domain = [
+            '|',
+            ('name', 'ilike', query),
+            ('phone', 'ilike', query),
+        ]
+        partners = Partner.search(domain, limit=limit, order='name')
+
+        return [{
+            'id': p.id,
+            'name': p.name,
+            'phone': p.phone or '',
+            'email': p.email or '',
+            'street': p.street or '',
+            'city': p.city or '',
+        } for p in partners]
+
+    @http.route('/my/quotation/api/search_products', type='json',
+                auth='user', methods=['POST'])
+    def search_products(self, query='', section_code=None, limit=20, **kw):
+        """Search product templates (parent products), optionally filtered by section.
+        Returns templates with variant_count so the UI can show a configurator
+        when multiple variants exist.
+        """
+        if not query or len(query) < 2:
+            return []
+
+        Template = request.env['product.template'].sudo()
+        domain = [
+            ('sale_ok', '=', True),
+            '|', '|',
+            ('name', 'ilike', query),
+            ('default_code', 'ilike', query),
+            ('x_fc_adp_device_code', 'ilike', query),
+        ]
+
+        # If section specified, filter by category
+        if section_code:
+            Section = request.env['fusion.wc.section'].sudo()
+            section = Section.search([('code', '=', section_code)], limit=1)
+            if section and section.product_category_id:
+                domain.append(('categ_id', 'child_of', section.product_category_id.id))
+
+        templates = Template.search(domain, limit=limit, order='name')
+
+        results = []
+        for t in templates:
+            variant_count = len(t.product_variant_ids)
+            has_configurable = bool(
+                t.attribute_line_ids and variant_count > 1
+            )
+            # For single-variant templates, get the variant ID directly
+            single_variant_id = (
+                t.product_variant_ids[0].id
+                if variant_count == 1 else False
+            )
+            results.append({
+                'id': t.id,
+                'name': t.name,
+                'default_code': t.default_code or '',
+                'adp_device_code': t.x_fc_adp_device_code or '',
+                'adp_price': t.x_fc_adp_price or 0.0,
+                'list_price': t.list_price,
+                'variant_count': variant_count,
+                'has_configurable_attributes': has_configurable,
+                'single_variant_id': single_variant_id,
+            })
+
+        return results
+
+    @http.route('/my/quotation/api/get_product_attributes', type='json',
+                auth='user', methods=['POST'])
+    def get_product_attributes(self, template_id=None, **kw):
+        """Given a product template ID, return its configurable attributes
+        with available values for each.
+        """
+        if not template_id:
+            return []
+
+        Template = request.env['product.template'].sudo()
+        tmpl = Template.browse(int(template_id))
+        if not tmpl.exists():
+            return []
+
+        attributes = []
+        for line in tmpl.attribute_line_ids:
+            values = []
+            for val in line.value_ids:
+                values.append({
+                    'id': val.id,
+                    'name': val.name,
+                })
+            attributes.append({
+                'attribute_id': line.attribute_id.id,
+                'attribute_name': line.attribute_id.name,
+                'values': values,
+            })
+
+        return attributes
+
+    @http.route('/my/quotation/api/resolve_variant', type='json',
+                auth='user', methods=['POST'])
+    def resolve_variant(self, template_id=None, attribute_value_ids=None, **kw):
+        """Given a template ID and list of selected attribute value IDs,
+        find and return the matching product.product variant.
+        """
+        if not template_id or not attribute_value_ids:
+            return {'error': 'Missing template_id or attribute_value_ids'}
+
+        Template = request.env['product.template'].sudo()
+        tmpl = Template.browse(int(template_id))
+        if not tmpl.exists():
+            return {'error': 'Template not found'}
+
+        # Convert to set for matching
+        selected_set = set(int(v) for v in attribute_value_ids)
+
+        # Search through variants to find the one matching all selected values
+        for variant in tmpl.product_variant_ids:
+            variant_values = set()
+            for ptav in variant.product_template_attribute_value_ids:
+                variant_values.add(ptav.product_attribute_value_id.id)
+
+            if variant_values == selected_set:
+                return {
+                    'id': variant.id,
+                    'name': variant.display_name,
+                    'default_code': variant.default_code or '',
+                    'list_price': variant.lst_price,
+                }
+
+        # No exact match found — return first variant as fallback
+        fallback = tmpl.product_variant_ids[:1]
+        if fallback:
+            return {
+                'id': fallback.id,
+                'name': fallback.display_name,
+                'default_code': fallback.default_code or '',
+                'list_price': fallback.lst_price,
+                'warning': 'No exact variant match found, using default variant.',
+            }
+
+        return {'error': 'No variants found for this template'}
+
+    @http.route('/my/quotation/api/get_section_options', type='json',
+                auth='user', methods=['POST'])
+    def get_section_options(self, section_code=None, build_type=None, **kw):
+        """Get standard options for a section."""
+        if not section_code:
+            return []
+
+        Section = request.env['fusion.wc.section'].sudo()
+        section = Section.search([('code', '=', section_code)], limit=1)
+        if not section:
+            return []
+
+        domain = [('section_id', '=', section.id), ('is_standard', '=', True)]
+        if build_type and build_type in ('modular', 'custom_fabricated'):
+            domain.append(('available_build_types', 'in', [build_type, 'both']))
+
+        options = request.env['fusion.wc.section.option'].sudo().search(
+            domain, order='sequence')
+
+        return [{
+            'id': o.id,
+            'product_tmpl_id': o.product_tmpl_id.id,
+            'product_name': o.product_tmpl_id.display_name,
+            'variant_count': o.variant_count,
+            'adp_device_code': o.adp_device_code or '',
+            'adp_price': o.adp_price or 0.0,
+            'list_price': o.list_price or 0.0,
+            'requires_clinical_rationale': o.requires_clinical_rationale,
+            'available_build_types': o.available_build_types,
+        } for o in options]
+
+    @http.route('/my/quotation/api/check_upcharges', type='json',
+                auth='user', methods=['POST'])
+    def check_upcharges(self, assessment_data=None, **kw):
+        """Check which upcharge rules would trigger for given measurements.
+        Returns list of upcharges WITHOUT creating any records.
+        """
+        if not assessment_data:
+            return []
+
+        rules = request.env['fusion.wc.upcharge.rule'].sudo().search([
+            ('active', '=', True),
+        ])
+
+        equipment_type = assessment_data.get('equipment_type', 'manual_wheelchair')
+        triggered = []
+        exclusive_triggered = {}
+
+        # Normalize measurements
+        def get_value(field, unit_field, default_unit='inches'):
+            val = float(assessment_data.get(field, 0) or 0)
+            unit = assessment_data.get(unit_field, default_unit)
+            if unit == 'cm' and val:
+                val = val / 2.54
+            return val
+
+        seat_width = get_value('seat_width', 'seat_width_unit')
+        seat_depth = get_value('seat_depth', 'seat_depth_unit')
+        back_height = get_value('finished_back_height', 'back_height_unit')
+        client_weight = float(assessment_data.get('client_weight', 0) or 0)
+        weight_unit = assessment_data.get('client_weight_unit', 'lbs')
+        if weight_unit == 'kg' and client_weight:
+            client_weight = client_weight * 2.20462
+
+        # Get backrest width from lines or default to seat_width
+        back_width = float(assessment_data.get('back_width', 0) or 0)
+        if not back_width:
+            back_width = seat_width
+
+        measurement_map = {
+            'seat_width': seat_width,
+            'seat_depth': seat_depth,
+            'back_width': back_width,
+            'back_height': back_height,
+        }
+
+        for rule in rules.sorted('sequence'):
+            if rule.equipment_type not in (equipment_type, 'both'):
+                continue
+
+            if rule.mutually_exclusive_group:
+                if rule.mutually_exclusive_group in exclusive_triggered:
+                    continue
+
+            matched = False
+
+            if rule.trigger_type == 'measurement':
+                val = measurement_map.get(rule.measurement_field, 0)
+                if val:
+                    matched = self._compare(val, rule.comparison, rule.threshold_value)
+
+            elif rule.trigger_type == 'weight':
+                if client_weight > rule.weight_min:
+                    if not rule.weight_max or client_weight <= rule.weight_max:
+                        matched = True
+
+            elif rule.trigger_type == 'dimension_mismatch':
+                val1 = measurement_map.get(rule.compare_field_1, 0)
+                val2 = measurement_map.get(rule.compare_field_2, 0)
+                if val1 and val2 and abs(val1 - val2) > 0.01:
+                    matched = True
+
+            if matched:
+                # Look up ADP price
+                adp_device = request.env['fusion.adp.device.code'].sudo().search(
+                    [('device_code', '=', rule.adp_device_code), ('active', '=', True)],
+                    limit=1
+                )
+                triggered.append({
+                    'rule_id': rule.id,
+                    'name': rule.name,
+                    'adp_device_code': rule.adp_device_code,
+                    'adp_price': adp_device.adp_price if adp_device else 0,
+                    'description': rule.description or '',
+                    'measurement_field': rule.measurement_field or '',
+                })
+                if rule.mutually_exclusive_group:
+                    exclusive_triggered[rule.mutually_exclusive_group] = True
+
+        return triggered
+
+    @http.route('/my/quotation/api/save_step', type='json',
+                auth='user', methods=['POST'])
+    def save_step(self, assessment_id=None, step=None, data=None, **kw):
+        """Auto-save current step data as JSON for resume."""
+        if not assessment_id:
+            return {'success': False, 'error': 'No assessment ID'}
+
+        Assessment = request.env['fusion.wc.assessment'].sudo()
+        assessment = Assessment.browse(int(assessment_id))
+
+        if not assessment.exists() or assessment.sales_rep_id.id != request.env.user.id:
+            return {'success': False, 'error': 'Access denied'}
+
+        vals = {'current_step': int(step) if step else 1}
+        if data:
+            vals['form_data_json'] = json.dumps(data)
+
+        assessment.write(vals)
+        return {'success': True}
+
+    @staticmethod
+    def _compare(value, comparison, threshold):
+        if comparison == 'gt':
+            return value > threshold
+        elif comparison == 'gte':
+            return value >= threshold
+        elif comparison == 'lt':
+            return value < threshold
+        elif comparison == 'eq':
+            return abs(value - threshold) < 0.01
+        elif comparison == 'neq':
+            return abs(value - threshold) >= 0.01
+        return False
+
+
+class QuotationPublicAPI(http.Controller):
+    """Public (token-based) JSON API — mirrors QuotationAPI for unauthenticated access."""
+
+    def _validate_token(self, token):
+        assessment = request.env['fusion.wc.assessment'].sudo().search([
+            ('access_token', '=', token),
+        ], limit=1)
+        return assessment if assessment else None
+
+    # --- delegates ---------------------------------------------------------
+    # Each route validates the token then forwards to the existing API class.
+    _api = QuotationAPI()
+
+    @http.route('/quotation/api/<string:token>/search_clients',
+                type='json', auth='public', methods=['POST'])
+    def public_search_clients(self, token, **kw):
+        if not self._validate_token(token):
+            return {'error': 'invalid_token'}
+        return self._api.search_clients(**kw)
+
+    @http.route('/quotation/api/<string:token>/search_products',
+                type='json', auth='public', methods=['POST'])
+    def public_search_products(self, token, **kw):
+        if not self._validate_token(token):
+            return {'error': 'invalid_token'}
+        return self._api.search_products(**kw)
+
+    @http.route('/quotation/api/<string:token>/get_product_attributes',
+                type='json', auth='public', methods=['POST'])
+    def public_get_product_attributes(self, token, **kw):
+        if not self._validate_token(token):
+            return {'error': 'invalid_token'}
+        return self._api.get_product_attributes(**kw)
+
+    @http.route('/quotation/api/<string:token>/resolve_variant',
+                type='json', auth='public', methods=['POST'])
+    def public_resolve_variant(self, token, **kw):
+        if not self._validate_token(token):
+            return {'error': 'invalid_token'}
+        return self._api.resolve_variant(**kw)
+
+    @http.route('/quotation/api/<string:token>/get_section_options',
+                type='json', auth='public', methods=['POST'])
+    def public_get_section_options(self, token, **kw):
+        if not self._validate_token(token):
+            return {'error': 'invalid_token'}
+        return self._api.get_section_options(**kw)
+
+    @http.route('/quotation/api/<string:token>/check_upcharges',
+                type='json', auth='public', methods=['POST'])
+    def public_check_upcharges(self, token, **kw):
+        if not self._validate_token(token):
+            return {'error': 'invalid_token'}
+        return self._api.check_upcharges(**kw)
+
+    @http.route('/quotation/api/<string:token>/save_step',
+                type='json', auth='public', methods=['POST'])
+    def public_save_step(self, token, **kw):
+        assessment = self._validate_token(token)
+        if not assessment:
+            return {'error': 'invalid_token'}
+        # Override assessment_id from the token-linked assessment
+        kw['assessment_id'] = assessment.id
+        # Bypass user ownership check by handling directly
+        vals = {'current_step': int(kw.get('step', 1))}
+        if kw.get('data'):
+            vals['form_data_json'] = json.dumps(kw['data'])
+        assessment.sudo().write(vals)
+        return {'success': True}

fusion_quotations/data/equipment_type_data.xml

@@ -0,0 +1,45 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <data noupdate="1">
+
+        <!-- ============================================================
+             Equipment Type Registry — Seed Data
+             ============================================================ -->
+
+        <record id="equipment_type_manual_wheelchair" model="fusion.equipment.type">
+            <field name="code">manual_wheelchair</field>
+            <field name="name">Manual Wheelchair</field>
+            <field name="icon">fa-wheelchair</field>
+            <field name="sequence">10</field>
+        </record>
+
+        <record id="equipment_type_power_wheelchair" model="fusion.equipment.type">
+            <field name="code">power_wheelchair</field>
+            <field name="name">Power Wheelchair / Scooter</field>
+            <field name="icon">fa-bolt</field>
+            <field name="sequence">20</field>
+        </record>
+
+        <record id="equipment_type_walker" model="fusion.equipment.type">
+            <field name="code">walker</field>
+            <field name="name">Walker / Rollator / Ambulation Aid</field>
+            <field name="icon">fa-male</field>
+            <field name="sequence">30</field>
+        </record>
+
+        <record id="equipment_type_stair_lift" model="fusion.equipment.type">
+            <field name="code">stair_lift</field>
+            <field name="name">Stair Lift</field>
+            <field name="icon">fa-arrow-up</field>
+            <field name="sequence">40</field>
+        </record>
+
+        <record id="equipment_type_porch_lift" model="fusion.equipment.type">
+            <field name="code">porch_lift</field>
+            <field name="name">Porch Lift</field>
+            <field name="icon">fa-building</field>
+            <field name="sequence">50</field>
+        </record>
+
+    </data>
+</odoo>

fusion_quotations/data/section_seed_data.xml

@@ -0,0 +1,414 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <data noupdate="0">
+
+        <!-- ============================================================ -->
+        <!-- SECTION 2b: MANUAL WHEELCHAIR                                -->
+        <!-- ============================================================ -->
+
+        <record id="section_mw_frame" model="fusion.wc.section">
+            <field name="name">Manual Wheelchair Frame</field>
+            <field name="code">mw_frame</field>
+            <field name="sequence">10</field>
+            <field name="equipment_type">manual_wheelchair</field>
+            <field name="icon">fa-wheelchair</field>
+            <field name="description">Select the manual wheelchair frame. Includes standard, lightweight, tilt, and rigid frames.</field>
+            <field name="allow_multiple" eval="False"/>
+            <field name="required" eval="True"/>
+        </record>
+
+        <record id="section_mw_adp_options" model="fusion.wc.section">
+            <field name="name">MW Additional ADP Funded Options</field>
+            <field name="code">mw_adp_options</field>
+            <field name="sequence">15</field>
+            <field name="equipment_type">manual_wheelchair</field>
+            <field name="icon">fa-check-square-o</field>
+            <field name="description">ADP upcharge/modification codes for manual wheelchairs (WAMA, WAMB, heavy duty, custom mods).</field>
+            <field name="is_adp_options_section" eval="True"/>
+            <field name="allow_multiple" eval="True"/>
+        </record>
+
+        <record id="section_mw_accessories" model="fusion.wc.section">
+            <field name="name">MW Accessories</field>
+            <field name="code">mw_accessories</field>
+            <field name="sequence">18</field>
+            <field name="equipment_type">manual_wheelchair</field>
+            <field name="icon">fa-cogs</field>
+            <field name="description">Manual wheelchair accessories: handrims, spoke protectors, grade aids, etc.</field>
+            <field name="allow_multiple" eval="True"/>
+        </record>
+
+        <!-- ============================================================ -->
+        <!-- SECTION 2a: WALKER / ROLLATOR / AMBULATION AIDS              -->
+        <!-- ============================================================ -->
+
+        <record id="section_walker_frame" model="fusion.wc.section">
+            <field name="name">Walker / Rollator Frame</field>
+            <field name="code">walker_frame</field>
+            <field name="sequence">200</field>
+            <field name="equipment_type">walker</field>
+            <field name="icon">fa-male</field>
+            <field name="description">Select the walker, rollator, walking frame, standing frame, or forearm crutches.</field>
+            <field name="allow_multiple" eval="False"/>
+            <field name="required" eval="True"/>
+        </record>
+
+        <record id="section_walker_adp_options" model="fusion.wc.section">
+            <field name="name">Walker ADP Funded Options</field>
+            <field name="code">walker_adp_options</field>
+            <field name="sequence">210</field>
+            <field name="equipment_type">walker</field>
+            <field name="icon">fa-check-square-o</field>
+            <field name="description">Adolescent size upgrades and custom modifications for walkers.</field>
+            <field name="is_adp_options_section" eval="True"/>
+            <field name="allow_multiple" eval="True"/>
+        </record>
+
+        <record id="section_walker_accessories" model="fusion.wc.section">
+            <field name="name">Walker Accessories / Addons</field>
+            <field name="code">walker_accessories</field>
+            <field name="sequence">220</field>
+            <field name="equipment_type">walker</field>
+            <field name="icon">fa-cogs</field>
+            <field name="description">Walker addons and accessories.</field>
+            <field name="allow_multiple" eval="True"/>
+        </record>
+
+        <!-- ============================================================ -->
+        <!-- SECTION 2c: POWER BASE / POWER SCOOTER                       -->
+        <!-- ============================================================ -->
+
+        <record id="section_pw_frame" model="fusion.wc.section">
+            <field name="name">Power Base / Scooter Frame</field>
+            <field name="code">pw_frame</field>
+            <field name="sequence">300</field>
+            <field name="equipment_type">power_wheelchair</field>
+            <field name="icon">fa-bolt</field>
+            <field name="description">Select the power wheelchair base or power scooter.</field>
+            <field name="allow_multiple" eval="False"/>
+            <field name="required" eval="True"/>
+        </record>
+
+        <record id="section_pw_adp_options" model="fusion.wc.section">
+            <field name="name">Power Base ADP Funded Options</field>
+            <field name="code">pw_adp_options</field>
+            <field name="sequence">310</field>
+            <field name="equipment_type">power_wheelchair</field>
+            <field name="icon">fa-check-square-o</field>
+            <field name="description">ADP funded options for power bases: adjustable tension back, recline, footplates, seat packages, etc.</field>
+            <field name="is_adp_options_section" eval="True"/>
+            <field name="allow_multiple" eval="True"/>
+        </record>
+
+        <record id="section_pw_specialty_controls" model="fusion.wc.section">
+            <field name="name">Specialty Controls</field>
+            <field name="code">pw_specialty_controls</field>
+            <field name="sequence">320</field>
+            <field name="equipment_type">power_wheelchair</field>
+            <field name="icon">fa-gamepad</field>
+            <field name="description">Specialty controls requiring clinical rationale: non-standard joystick, chin/rim, simple touch, proximity, breath control, scanners, auto correction.</field>
+            <field name="allow_multiple" eval="True"/>
+        </record>
+
+        <record id="section_pw_positioning" model="fusion.wc.section">
+            <field name="name">Power Positioning Devices</field>
+            <field name="code">pw_positioning</field>
+            <field name="sequence">330</field>
+            <field name="equipment_type">power_wheelchair</field>
+            <field name="icon">fa-sliders</field>
+            <field name="description">Power positioning devices requiring Justification for Funding Chart: power tilt, recline, elevating footrests, multi-function control, power add-on.</field>
+            <field name="allow_multiple" eval="True"/>
+        </record>
+
+        <!-- ============================================================ -->
+        <!-- SEATING SECTIONS (Section 2d - shared across MW/PW)          -->
+        <!-- ============================================================ -->
+
+        <record id="section_seat_cushion" model="fusion.wc.section">
+            <field name="name">Seat Cushion</field>
+            <field name="code">seat_cushion</field>
+            <field name="sequence">30</field>
+            <field name="equipment_type">both</field>
+            <field name="icon">fa-th-large</field>
+            <field name="has_build_type" eval="True"/>
+            <field name="has_width" eval="True"/>
+            <field name="has_depth" eval="True"/>
+            <field name="width_label">Cushion Width (inches)</field>
+            <field name="depth_label">Cushion Depth (inches)</field>
+            <field name="allow_multiple" eval="True"/>
+        </record>
+
+        <record id="section_seat_cushion_cover" model="fusion.wc.section">
+            <field name="name">Seat Cushion Cover(s)</field>
+            <field name="code">seat_cushion_cover</field>
+            <field name="sequence">31</field>
+            <field name="equipment_type">both</field>
+            <field name="has_build_type" eval="True"/>
+            <field name="parent_id" ref="section_seat_cushion"/>
+            <field name="allow_multiple" eval="True"/>
+        </record>
+
+        <record id="section_seat_options" model="fusion.wc.section">
+            <field name="name">Seat Option(s)</field>
+            <field name="code">seat_options</field>
+            <field name="sequence">32</field>
+            <field name="equipment_type">both</field>
+            <field name="has_build_type" eval="True"/>
+            <field name="parent_id" ref="section_seat_cushion"/>
+            <field name="allow_multiple" eval="True"/>
+        </record>
+
+        <record id="section_seat_hardware" model="fusion.wc.section">
+            <field name="name">Seat Hardware</field>
+            <field name="code">seat_hardware</field>
+            <field name="sequence">33</field>
+            <field name="equipment_type">both</field>
+            <field name="has_build_type" eval="True"/>
+            <field name="parent_id" ref="section_seat_cushion"/>
+            <field name="allow_multiple" eval="True"/>
+        </record>
+
+        <record id="section_pommel" model="fusion.wc.section">
+            <field name="name">Pommel/Adductors</field>
+            <field name="code">pommel</field>
+            <field name="sequence">34</field>
+            <field name="equipment_type">both</field>
+            <field name="has_build_type" eval="True"/>
+            <field name="parent_id" ref="section_seat_cushion"/>
+            <field name="allow_multiple" eval="True"/>
+        </record>
+
+        <record id="section_pommel_hardware" model="fusion.wc.section">
+            <field name="name">Pommel Hardware</field>
+            <field name="code">pommel_hardware</field>
+            <field name="sequence">35</field>
+            <field name="equipment_type">both</field>
+            <field name="has_build_type" eval="True"/>
+            <field name="parent_id" ref="section_seat_cushion"/>
+            <field name="allow_multiple" eval="True"/>
+        </record>
+
+        <!-- Back Support -->
+        <record id="section_back_support" model="fusion.wc.section">
+            <field name="name">Back Support</field>
+            <field name="code">back_support</field>
+            <field name="sequence">40</field>
+            <field name="equipment_type">both</field>
+            <field name="icon">fa-columns</field>
+            <field name="has_build_type" eval="True"/>
+            <field name="has_width" eval="True"/>
+            <field name="has_height" eval="True"/>
+            <field name="width_label">Backrest Width (inches)</field>
+            <field name="height_label">Backrest Height (inches)</field>
+            <field name="allow_multiple" eval="True"/>
+        </record>
+
+        <record id="section_back_support_options" model="fusion.wc.section">
+            <field name="name">Back Support Options</field>
+            <field name="code">back_support_options</field>
+            <field name="sequence">41</field>
+            <field name="equipment_type">both</field>
+            <field name="has_build_type" eval="True"/>
+            <field name="parent_id" ref="section_back_support"/>
+            <field name="allow_multiple" eval="True"/>
+        </record>
+
+        <record id="section_back_cover" model="fusion.wc.section">
+            <field name="name">Back Cover</field>
+            <field name="code">back_cover</field>
+            <field name="sequence">42</field>
+            <field name="equipment_type">both</field>
+            <field name="has_build_type" eval="True"/>
+            <field name="parent_id" ref="section_back_support"/>
+            <field name="allow_multiple" eval="True"/>
+        </record>
+
+        <record id="section_back_hardware" model="fusion.wc.section">
+            <field name="name">Back Hardware</field>
+            <field name="code">back_hardware</field>
+            <field name="sequence">43</field>
+            <field name="equipment_type">both</field>
+            <field name="has_build_type" eval="True"/>
+            <field name="parent_id" ref="section_back_support"/>
+            <field name="allow_multiple" eval="True"/>
+        </record>
+
+        <!-- Complete Assembly -->
+        <record id="section_complete_assembly" model="fusion.wc.section">
+            <field name="name">Complete Assembly</field>
+            <field name="code">complete_assembly</field>
+            <field name="sequence">50</field>
+            <field name="equipment_type">both</field>
+            <field name="icon">fa-cubes</field>
+            <field name="has_build_type" eval="True"/>
+            <field name="allow_multiple" eval="True"/>
+        </record>
+
+        <!-- Headrest/Neckrest -->
+        <record id="section_headrest" model="fusion.wc.section">
+            <field name="name">Headrest/Neckrest</field>
+            <field name="code">headrest</field>
+            <field name="sequence">60</field>
+            <field name="equipment_type">both</field>
+            <field name="icon">fa-user</field>
+            <field name="has_build_type" eval="True"/>
+            <field name="allow_multiple" eval="True"/>
+        </record>
+
+        <record id="section_headrest_options" model="fusion.wc.section">
+            <field name="name">Headrest/Neckrest Options</field>
+            <field name="code">headrest_options</field>
+            <field name="sequence">61</field>
+            <field name="equipment_type">both</field>
+            <field name="has_build_type" eval="True"/>
+            <field name="parent_id" ref="section_headrest"/>
+            <field name="allow_multiple" eval="True"/>
+        </record>
+
+        <record id="section_headrest_hardware" model="fusion.wc.section">
+            <field name="name">Headrest/Neckrest Hardware</field>
+            <field name="code">headrest_hardware</field>
+            <field name="sequence">62</field>
+            <field name="equipment_type">both</field>
+            <field name="has_build_type" eval="True"/>
+            <field name="parent_id" ref="section_headrest"/>
+            <field name="allow_multiple" eval="True"/>
+        </record>
+
+        <!-- Positioning Belts -->
+        <record id="section_positioning_belts" model="fusion.wc.section">
+            <field name="name">Positioning Belts</field>
+            <field name="code">positioning_belts</field>
+            <field name="sequence">70</field>
+            <field name="equipment_type">both</field>
+            <field name="icon">fa-link</field>
+            <field name="has_build_type" eval="True"/>
+            <field name="allow_multiple" eval="True"/>
+        </record>
+
+        <record id="section_positioning_belt_options" model="fusion.wc.section">
+            <field name="name">Positioning Belt Options</field>
+            <field name="code">positioning_belt_options</field>
+            <field name="sequence">71</field>
+            <field name="equipment_type">both</field>
+            <field name="has_build_type" eval="True"/>
+            <field name="parent_id" ref="section_positioning_belts"/>
+            <field name="allow_multiple" eval="True"/>
+        </record>
+
+        <!-- Arm Support -->
+        <record id="section_arm_support" model="fusion.wc.section">
+            <field name="name">Arm Support(s)</field>
+            <field name="code">arm_support</field>
+            <field name="sequence">80</field>
+            <field name="equipment_type">both</field>
+            <field name="icon">fa-hand-o-right</field>
+            <field name="has_build_type" eval="True"/>
+            <field name="allow_multiple" eval="True"/>
+        </record>
+
+        <record id="section_arm_support_options" model="fusion.wc.section">
+            <field name="name">Arm Support Options</field>
+            <field name="code">arm_support_options</field>
+            <field name="sequence">81</field>
+            <field name="equipment_type">both</field>
+            <field name="has_build_type" eval="True"/>
+            <field name="parent_id" ref="section_arm_support"/>
+            <field name="allow_multiple" eval="True"/>
+        </record>
+
+        <record id="section_arm_support_hardware" model="fusion.wc.section">
+            <field name="name">Arm Support Hardware</field>
+            <field name="code">arm_support_hardware</field>
+            <field name="sequence">82</field>
+            <field name="equipment_type">both</field>
+            <field name="has_build_type" eval="True"/>
+            <field name="parent_id" ref="section_arm_support"/>
+            <field name="allow_multiple" eval="True"/>
+        </record>
+
+        <!-- Tray -->
+        <record id="section_tray" model="fusion.wc.section">
+            <field name="name">Tray</field>
+            <field name="code">tray</field>
+            <field name="sequence">90</field>
+            <field name="equipment_type">both</field>
+            <field name="icon">fa-inbox</field>
+            <field name="has_build_type" eval="True"/>
+            <field name="allow_multiple" eval="True"/>
+        </record>
+
+        <record id="section_tray_options" model="fusion.wc.section">
+            <field name="name">Tray Options</field>
+            <field name="code">tray_options</field>
+            <field name="sequence">91</field>
+            <field name="equipment_type">both</field>
+            <field name="has_build_type" eval="True"/>
+            <field name="parent_id" ref="section_tray"/>
+            <field name="allow_multiple" eval="True"/>
+        </record>
+
+        <!-- Lateral Support -->
+        <record id="section_lateral_support" model="fusion.wc.section">
+            <field name="name">Lateral Support(s)</field>
+            <field name="code">lateral_support</field>
+            <field name="sequence">100</field>
+            <field name="equipment_type">both</field>
+            <field name="icon">fa-arrows-h</field>
+            <field name="has_build_type" eval="True"/>
+            <field name="allow_multiple" eval="True"/>
+        </record>
+
+        <record id="section_lateral_support_options" model="fusion.wc.section">
+            <field name="name">Lateral Support Options</field>
+            <field name="code">lateral_support_options</field>
+            <field name="sequence">101</field>
+            <field name="equipment_type">both</field>
+            <field name="has_build_type" eval="True"/>
+            <field name="parent_id" ref="section_lateral_support"/>
+            <field name="allow_multiple" eval="True"/>
+        </record>
+
+        <record id="section_lateral_support_hardware" model="fusion.wc.section">
+            <field name="name">Lateral Support Hardware</field>
+            <field name="code">lateral_support_hardware</field>
+            <field name="sequence">102</field>
+            <field name="equipment_type">both</field>
+            <field name="has_build_type" eval="True"/>
+            <field name="parent_id" ref="section_lateral_support"/>
+            <field name="allow_multiple" eval="True"/>
+        </record>
+
+        <!-- Foot/Leg Support -->
+        <record id="section_foot_leg_support" model="fusion.wc.section">
+            <field name="name">Foot/Leg Support(s)</field>
+            <field name="code">foot_leg_support</field>
+            <field name="sequence">110</field>
+            <field name="equipment_type">both</field>
+            <field name="icon">fa-arrows-v</field>
+            <field name="has_build_type" eval="True"/>
+            <field name="allow_multiple" eval="True"/>
+        </record>
+
+        <record id="section_foot_leg_support_options" model="fusion.wc.section">
+            <field name="name">Foot/Leg Support Options</field>
+            <field name="code">foot_leg_support_options</field>
+            <field name="sequence">111</field>
+            <field name="equipment_type">both</field>
+            <field name="has_build_type" eval="True"/>
+            <field name="parent_id" ref="section_foot_leg_support"/>
+            <field name="allow_multiple" eval="True"/>
+        </record>
+
+        <record id="section_foot_leg_support_hardware" model="fusion.wc.section">
+            <field name="name">Foot/Leg Support Hardware</field>
+            <field name="code">foot_leg_support_hardware</field>
+            <field name="sequence">112</field>
+            <field name="equipment_type">both</field>
+            <field name="has_build_type" eval="True"/>
+            <field name="parent_id" ref="section_foot_leg_support"/>
+            <field name="allow_multiple" eval="True"/>
+        </record>
+
+    </data>
+</odoo>

fusion_quotations/data/upcharge_rules_data.xml

@@ -0,0 +1,83 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <data noupdate="1">
+
+        <!-- WAMA: Seat width > 18 inches -->
+        <record id="upcharge_wama" model="fusion.wc.upcharge.rule">
+            <field name="name">Width Modification (WAMA)</field>
+            <field name="sequence">10</field>
+            <field name="trigger_type">measurement</field>
+            <field name="measurement_field">seat_width</field>
+            <field name="comparison">gt</field>
+            <field name="threshold_value">18.0</field>
+            <field name="adp_device_code">WAMA</field>
+            <field name="equipment_type">manual_wheelchair</field>
+            <field name="description">Seat width exceeds 18 inches — width modification upcharge applies.</field>
+        </record>
+
+        <!-- WAMB: Seat depth > 18 inches -->
+        <record id="upcharge_wamb" model="fusion.wc.upcharge.rule">
+            <field name="name">Depth Modification (WAMB)</field>
+            <field name="sequence">20</field>
+            <field name="trigger_type">measurement</field>
+            <field name="measurement_field">seat_depth</field>
+            <field name="comparison">gt</field>
+            <field name="threshold_value">18.0</field>
+            <field name="adp_device_code">WAMB</field>
+            <field name="equipment_type">manual_wheelchair</field>
+            <field name="description">Seat depth exceeds 18 inches — depth modification upcharge applies.</field>
+        </record>
+
+        <!-- WAMF: Client weight > 250 lbs (up to 350) -->
+        <record id="upcharge_wamf" model="fusion.wc.upcharge.rule">
+            <field name="name">Heavy Duty 250+ lbs (WAMF)</field>
+            <field name="sequence">30</field>
+            <field name="trigger_type">weight</field>
+            <field name="weight_min">250.0</field>
+            <field name="weight_max">350.0</field>
+            <field name="adp_device_code">WAMF</field>
+            <field name="equipment_type">both</field>
+            <field name="mutually_exclusive_group">weight</field>
+            <field name="description">Client weight exceeds 250 lbs — heavy duty frame upcharge.</field>
+        </record>
+
+        <!-- WAMG: Client weight > 350 lbs (up to 400) -->
+        <record id="upcharge_wamg" model="fusion.wc.upcharge.rule">
+            <field name="name">Extra Heavy Duty 350+ lbs (WAMG)</field>
+            <field name="sequence">31</field>
+            <field name="trigger_type">weight</field>
+            <field name="weight_min">350.0</field>
+            <field name="weight_max">400.0</field>
+            <field name="adp_device_code">WAMG</field>
+            <field name="equipment_type">both</field>
+            <field name="mutually_exclusive_group">weight</field>
+            <field name="description">Client weight exceeds 350 lbs — extra heavy duty frame upcharge.</field>
+        </record>
+
+        <!-- WAMH: Client weight > 400 lbs -->
+        <record id="upcharge_wamh" model="fusion.wc.upcharge.rule">
+            <field name="name">Bariatric 400+ lbs (WAMH)</field>
+            <field name="sequence">32</field>
+            <field name="trigger_type">weight</field>
+            <field name="weight_min">400.0</field>
+            <field name="weight_max">0</field>
+            <field name="adp_device_code">WAMH</field>
+            <field name="equipment_type">both</field>
+            <field name="mutually_exclusive_group">weight</field>
+            <field name="description">Client weight exceeds 400 lbs — bariatric frame upcharge.</field>
+        </record>
+
+        <!-- SEICF160L: Backrest width differs from seat width -->
+        <record id="upcharge_seicf160l" model="fusion.wc.upcharge.rule">
+            <field name="name">Different Backrest Width (SEICF160L)</field>
+            <field name="sequence">40</field>
+            <field name="trigger_type">dimension_mismatch</field>
+            <field name="compare_field_1">seat_width</field>
+            <field name="compare_field_2">back_width</field>
+            <field name="adp_device_code">SEICF160L</field>
+            <field name="equipment_type">both</field>
+            <field name="description">Backrest width differs from seat width — adapter hardware required.</field>
+        </record>
+
+    </data>
+</odoo>

fusion_quotations/models/__init__.py

@@ -0,0 +1,14 @@
+# -*- coding: utf-8 -*-
+
+from . import equipment_type
+from . import wc_section
+from . import wc_section_option
+from . import wc_upcharge_rule
+from . import wc_assessment
+from . import wc_assessment_line
+from . import sale_order
+from . import wc_config_flow
+from . import wc_config_flow_node
+from . import wc_config_flow_connection
+from . import wc_config_flow_node_option
+from . import wc_config_flow_step

fusion_quotations/models/equipment_type.py

@@ -0,0 +1,23 @@
+# -*- coding: utf-8 -*-
+
+from odoo import api, fields, models, _
+
+
+class EquipmentType(models.Model):
+    _name = 'fusion.equipment.type'
+    _description = 'Equipment Type'
+    _order = 'sequence, id'
+
+    name = fields.Char(string='Name', required=True,
+        help='e.g. "Manual Wheelchair", "Stair Lift", "Porch Lift"')
+    code = fields.Char(string='Code', required=True, index=True,
+        help='Technical code used in Selection fields, e.g. "manual_wheelchair", "stair_lift"')
+    icon = fields.Char(string='Icon', default='fa-cog',
+        help='FontAwesome icon class, e.g. "fa-wheelchair", "fa-arrow-up"')
+    description = fields.Text(string='Description')
+    sequence = fields.Integer(string='Sequence', default=10)
+    active = fields.Boolean(string='Active', default=True)
+
+    _sql_constraints = [
+        ('code_unique', 'unique(code)', 'Equipment type code must be unique.'),
+    ]

fusion_quotations/models/sale_order.py

@@ -0,0 +1,11 @@
+# -*- coding: utf-8 -*-
+
+from odoo import fields, models
+
+
+class SaleOrder(models.Model):
+    _inherit = 'sale.order'
+
+    wc_assessment_id = fields.Many2one('fusion.wc.assessment',
+        string='Wheelchair Assessment', copy=False,
+        help='The wheelchair assessment that generated this quotation')

fusion_quotations/models/wc_assessment.py

@@ -0,0 +1,849 @@
+# -*- coding: utf-8 -*-
+
+from odoo import api, fields, models, _
+from odoo.exceptions import UserError, ValidationError
+from markupsafe import Markup
+import json
+import uuid
+import logging
+
+_logger = logging.getLogger(__name__)
+
+
+class WheelchairAssessment(models.Model):
+    _name = 'fusion.wc.assessment'
+    _description = 'Wheelchair Assessment & Quotation Builder'
+    _inherit = ['mail.thread', 'mail.activity.mixin']
+    _order = 'create_date desc, id desc'
+    _rec_name = 'display_name'
+
+    # =========================================================================
+    # STATE & IDENTITY
+    # =========================================================================
+    state = fields.Selection([
+        ('draft', 'In Progress'),
+        ('review', 'Ready for Review'),
+        ('quoted', 'Quotation Generated'),
+        ('cancelled', 'Cancelled'),
+    ], string='Status', default='draft', tracking=True, index=True)
+
+    display_name = fields.Char(
+        string='Display Name',
+        compute='_compute_display_name',
+        store=True,
+    )
+    reference = fields.Char(
+        string='Reference',
+        readonly=True,
+        copy=False,
+        default=lambda self: _('New'),
+    )
+
+    # =========================================================================
+    # STEP 1: CLIENT & EQUIPMENT
+    # =========================================================================
+    partner_id = fields.Many2one('res.partner', string='Client',
+        tracking=True, index=True)
+    create_new_partner = fields.Boolean(string='New Client', default=False)
+
+    # Client info (for new clients or override)
+    client_first_name = fields.Char(string='First Name')
+    client_last_name = fields.Char(string='Last Name')
+    client_name = fields.Char(string='Client Name',
+        compute='_compute_client_name', store=True)
+    client_phone = fields.Char(string='Phone')
+    client_email = fields.Char(string='Email')
+    client_street = fields.Char(string='Street')
+    client_street2 = fields.Char(string='Unit/Apt')
+    client_city = fields.Char(string='City')
+    client_state_id = fields.Many2one('res.country.state', string='Province')
+    client_zip = fields.Char(string='Postal Code')
+    client_country_id = fields.Many2one('res.country', string='Country')
+    client_dob = fields.Date(string='Date of Birth')
+    client_health_card = fields.Char(string='Health Card Number')
+
+    equipment_type = fields.Selection(
+        selection='_get_equipment_type_selection',
+        string='Equipment Type', required=True, tracking=True, index=True)
+
+    @api.model
+    def _get_equipment_type_selection(self):
+        types = self.env['fusion.equipment.type'].sudo().search([], order='sequence')
+        if types:
+            return [(t.code, t.name) for t in types]
+        return [
+            ('manual_wheelchair', 'Manual Wheelchair'),
+            ('power_wheelchair', 'Power Wheelchair / Scooter'),
+            ('walker', 'Walker / Rollator / Ambulation Aid'),
+        ]
+
+    wheelchair_type = fields.Selection([
+        ('type_1', 'Type 1 - Standard'),
+        ('type_2', 'Type 2 - Lightweight'),
+        ('type_3', 'Type 3 - Ultra Lightweight'),
+        ('type_4', 'Type 4 - Rigid Frame'),
+        ('type_5', 'Type 5 - Dynamic Tilt'),
+    ], string='Wheelchair Category')
+
+    powerchair_type = fields.Selection([
+        ('type_1', 'Power Base Type 1'),
+        ('type_2', 'Power Base Type 2'),
+        ('type_3', 'Power Base Type 3'),
+        ('scooter', 'Power Scooter'),
+    ], string='Power Device Category')
+
+    walker_type = fields.Selection([
+        ('adult_walker_1', 'Adult Wheeled Walker Type 1'),
+        ('adult_walker_2', 'Adult Wheeled Walker Type 2'),
+        ('adult_walker_3', 'Adult Wheeled Walker Type 3'),
+        ('paed_walker_1', 'Paediatric Specific Wheeled Walker Type 1'),
+        ('paed_walker_2', 'Paediatric Specific Wheeled Walker Type 2'),
+        ('paed_walking_frame', 'Paediatric Specific Walking Frame'),
+        ('paed_standing_1', 'Paediatric Standing Frame Type 1'),
+        ('paed_standing_2', 'Paediatric Standing Frame Type 2'),
+        ('forearm_crutches', 'Forearm Crutches'),
+        ('stroller', 'Paediatric Specific Specialty Stroller'),
+    ], string='Walker / Aid Category')
+
+    client_type = fields.Selection([
+        ('reg', 'REG - Regular ADP (75/25)'),
+        ('ods', 'ODS - ODSP (100% ADP)'),
+        ('acs', 'ACS - ACSD (100% ADP)'),
+        ('owp', 'OWP - Ontario Works (100% ADP)'),
+        ('ltc', 'LTC - Long Term Care'),
+        ('sen', 'SEN - Senior'),
+        ('cca', 'CCA - Community Care'),
+    ], string='Client Type', default='reg')
+
+    build_type = fields.Selection([
+        ('modular', 'Modular'),
+        ('custom_fabricated', 'Custom Fabricated'),
+    ], string='Build Type', default='modular')
+
+    reason_for_application = fields.Selection([
+        ('first_access', 'First Access'),
+        ('additions', 'Additions'),
+        ('modifications', 'Modifications'),
+        ('replacements', 'Replacements'),
+    ], string='Reason for Application')
+
+    # Assessment context
+    sales_rep_id = fields.Many2one('res.users', string='Sales Rep',
+        default=lambda self: self.env.user, tracking=True, index=True)
+    authorizer_id = fields.Many2one('res.partner', string='Authorizer/OT',
+        tracking=True)
+    assessment_date = fields.Datetime(string='Assessment Date',
+        default=fields.Datetime.now)
+
+    # =========================================================================
+    # STEP 2: ADP PRESCRIPTION MEASUREMENTS
+    # =========================================================================
+    seat_width = fields.Float(string='Seat Width', digits=(10, 2))
+    seat_width_unit = fields.Selection([
+        ('inches', 'Inches'), ('cm', 'cm')
+    ], string='Seat Width Unit', default='inches')
+
+    seat_depth = fields.Float(string='Seat Depth', digits=(10, 2))
+    seat_depth_unit = fields.Selection([
+        ('inches', 'Inches'), ('cm', 'cm')
+    ], string='Seat Depth Unit', default='inches')
+
+    finished_seat_to_floor_height = fields.Float(
+        string='Finished Seat to Floor Height', digits=(10, 2))
+    seat_to_floor_unit = fields.Selection([
+        ('inches', 'Inches'), ('cm', 'cm')
+    ], string='Seat to Floor Unit', default='inches')
+
+    back_cane_height = fields.Float(string='Back Cane Height', digits=(10, 2))
+    cane_height_unit = fields.Selection([
+        ('inches', 'Inches'), ('cm', 'cm')
+    ], string='Cane Height Unit', default='inches')
+
+    finished_back_height = fields.Float(
+        string='Finished Back Height', digits=(10, 2))
+    back_height_unit = fields.Selection([
+        ('inches', 'Inches'), ('cm', 'cm')
+    ], string='Back Height Unit', default='inches')
+
+    finished_leg_rest_length = fields.Float(
+        string='Finished Leg Rest Length', digits=(10, 2))
+    leg_rest_unit = fields.Selection([
+        ('inches', 'Inches'), ('cm', 'cm')
+    ], string='Leg Rest Unit', default='inches')
+
+    client_weight = fields.Float(string='Client Weight', digits=(10, 1))
+    client_weight_unit = fields.Selection([
+        ('lbs', 'lbs'), ('kg', 'kg')
+    ], string='Weight Unit', default='lbs')
+
+    # =========================================================================
+    # WALKER / AMBULATION AID PRESCRIPTION (Section 2a)
+    # =========================================================================
+    walker_seat_height = fields.Float(string='Seat Height', digits=(10, 2))
+    walker_seat_height_unit = fields.Selection([
+        ('inches', 'Inches'), ('cm', 'cm'), ('na', 'N/A')
+    ], string='Seat Height Unit', default='inches')
+
+    push_handle_height = fields.Float(string='Push Handle Height', digits=(10, 2))
+    push_handle_height_unit = fields.Selection([
+        ('inches', 'Inches'), ('cm', 'cm')
+    ], string='Push Handle Height Unit', default='inches')
+
+    hand_grips = fields.Selection([
+        ('none', 'None'), ('standard', 'Standard'), ('anatomical', 'Anatomical'),
+    ], string='Hand Grips')
+    forearm_attachments = fields.Selection([
+        ('one', 'One'), ('two', 'Two'),
+    ], string='Forearm Attachments')
+
+    width_between_push_handles = fields.Float(
+        string='Width Between Push Handles', digits=(10, 2))
+    push_handle_width_unit = fields.Selection([
+        ('inches', 'Inches'), ('cm', 'cm')
+    ], string='Push Handle Width Unit', default='inches')
+
+    walker_brakes = fields.Selection([
+        ('none', 'None'), ('push_to_lock', 'Push-To-Lock'),
+        ('auto_stop', 'Auto Stop'),
+    ], string='Brakes')
+    walker_brake_type = fields.Selection([
+        ('none', 'None'), ('bilateral', 'Bilateral'),
+        ('one_hand', 'One Hand'),
+    ], string='Brake Type')
+    walker_num_wheels = fields.Selection([
+        ('two', 'Two'), ('three', 'Three'), ('four', 'Four'),
+    ], string='Number of Wheels')
+    walker_wheel_size = fields.Selection([
+        ('4_6', '4-6 inches'), ('6_8', '6-8 inches'), ('8_10', '8-10 inches'),
+    ], string='Wheel Size')
+    walker_back_support = fields.Selection([
+        ('yes', 'Yes'), ('no', 'No'),
+    ], string='Back Support')
+
+    # Walker ADP options (checkboxes)
+    walker_adolescent_wheeled_walker = fields.Boolean(
+        string='Adolescent Size Paediatric Specific Wheeled Walker')
+    walker_adolescent_walking_frame = fields.Boolean(
+        string='Adolescent Size Paediatric Wheeled Walker – Walking Frame')
+    walker_adolescent_standing_frame = fields.Boolean(
+        string='Adolescent Size Paediatric Standing Frame')
+
+    # =========================================================================
+    # POWER BASE / SCOOTER PRESCRIPTION (Section 2c)
+    # =========================================================================
+    # Note: power bases share seat_width, finished_back_height,
+    # finished_seat_to_floor_height, finished_leg_rest_length, seat_depth,
+    # and client_weight from the main measurement fields above.
+    # Scooters only require client_weight (field 6).
+
+    # Power ADP options (checkboxes from screenshot)
+    pw_adjustable_tension_back = fields.Boolean(
+        string='Adjustable Tension Back Upholstery')
+    pw_midline_control = fields.Boolean(string='Midline Control')
+    pw_manual_recline = fields.Boolean(string='Manual Recline Option')
+    pw_angle_adjustable_footplates = fields.Boolean(
+        string='Angle Adjustable Footplates (pair)')
+    pw_manual_elevating_legrests = fields.Boolean(
+        string='Manual Elevating Legrests (pair)')
+    pw_swingaway_bracket = fields.Boolean(string='Swingaway Mounting Bracket')
+    pw_front_riggings = fields.Boolean(string='One Piece 90/90 Front Riggings')
+    pw_seat_package_1 = fields.Boolean(
+        string='Seat Package 1 for Power Bases',
+        help='Includes frame, sling upholstery, armrests, footrests')
+    pw_seat_package_2 = fields.Boolean(
+        string='Seat Package 2 for Power Bases',
+        help='Includes deluxe seat and back, armrests, footrests')
+    pw_oxygen_tank = fields.Boolean(string='Oxygen Tank Holder')
+    pw_ventilator_tray = fields.Boolean(string='Ventilator Tray')
+
+    # Specialty Components (* require clinical rationale)
+    pw_specialty_1_joystick = fields.Boolean(
+        string='Specialty Controls 1 Non Standard Joystick*')
+    pw_specialty_2_chin = fields.Boolean(
+        string='Specialty Controls 2 Chin/Rim Control*')
+    pw_specialty_3_touch = fields.Boolean(
+        string='Specialty Controls 3 Simple Touch*')
+    pw_specialty_4_proximity = fields.Boolean(
+        string='Specialty Controls 4 Proximity Control*')
+    pw_specialty_5_breath = fields.Boolean(
+        string='Specialty Controls 5 Breath Control*')
+    pw_specialty_6_scanners = fields.Boolean(
+        string='Specialty Controls 6 Scanners*')
+    pw_auto_correction = fields.Boolean(string='Auto Correction System*')
+    pw_specialty_rationale = fields.Text(
+        string='Clinical Rationale for Specialty Components')
+
+    # Power Positioning Devices (require Justification for Funding Chart)
+    pw_power_tilt_only = fields.Boolean(string='Power Tilt Only')
+    pw_power_recline_only = fields.Boolean(string='Power Recline Only')
+    pw_power_tilt_recline = fields.Boolean(string='Power Tilt and Recline')
+    pw_power_elevating_footrests = fields.Boolean(
+        string='Power Elevating Footrests')
+    pw_multi_function_control = fields.Boolean(
+        string='Multi-Function Control Box')
+    pw_power_add_on = fields.Boolean(string='Power Add-On Device')
+
+    # Computed: convert to inches/lbs for rule evaluation
+    seat_width_inches = fields.Float(
+        compute='_compute_normalized_measurements', store=True)
+    seat_depth_inches = fields.Float(
+        compute='_compute_normalized_measurements', store=True)
+    back_height_inches = fields.Float(
+        compute='_compute_normalized_measurements', store=True)
+    client_weight_lbs = fields.Float(
+        compute='_compute_normalized_measurements', store=True)
+
+    # =========================================================================
+    # STEP 3: FRAME
+    # =========================================================================
+    frame_product_tmpl_id = fields.Many2one('product.template',
+        string='Frame Template')
+    frame_product_id = fields.Many2one('product.product',
+        string='Wheelchair Frame')
+    frame_notes = fields.Text(string='Frame Notes')
+
+    # =========================================================================
+    # STEP 4 & 5: SEATING, OPTIONS, ACCESSORIES (via lines)
+    # =========================================================================
+    line_ids = fields.One2many('fusion.wc.assessment.line', 'assessment_id',
+        string='Selected Items')
+    upcharge_line_ids = fields.One2many('fusion.wc.assessment.line', 'assessment_id',
+        domain=[('is_upcharge', '=', True)], string='Auto-Applied Upcharges')
+
+    # =========================================================================
+    # STEP 6: REVIEW & RESULT
+    # =========================================================================
+    sale_order_id = fields.Many2one('sale.order',
+        string='Generated Quotation', readonly=True, copy=False)
+    total_estimate = fields.Float(string='Total Estimate',
+        compute='_compute_totals', store=True)
+    total_adp_estimate = fields.Float(string='Estimated ADP Portion',
+        compute='_compute_totals', store=True)
+    total_client_estimate = fields.Float(string='Estimated Client Portion',
+        compute='_compute_totals', store=True)
+
+    notes = fields.Text(string='Additional Notes')
+
+    # Form state for save/resume
+    current_step = fields.Integer(string='Current Step', default=1)
+    form_data_json = fields.Text(string='Form State (JSON)',
+        help='Stores intermediate form state for save/resume')
+
+    # Generic equipment data (for non-wheelchair equipment types)
+    equipment_data_json = fields.Text(string='Equipment Data (JSON)',
+        help='JSON storage for equipment-specific field values. '
+             'Used by dynamic measurement/custom steps for non-wheelchair types.')
+
+    # =========================================================================
+    # SHARING & PUBLIC ACCESS
+    # =========================================================================
+    access_token = fields.Char(
+        string='Access Token', copy=False, index=True,
+        help='Token for public access without login')
+    portal_url = fields.Char(
+        string='Portal URL', compute='_compute_portal_url')
+    public_url = fields.Char(
+        string='Public URL', compute='_compute_public_url')
+
+    # =========================================================================
+    # COMPUTED FIELDS
+    # =========================================================================
+    @api.depends('client_first_name', 'client_last_name', 'partner_id')
+    def _compute_client_name(self):
+        for rec in self:
+            if rec.partner_id:
+                rec.client_name = rec.partner_id.name
+            elif rec.client_first_name or rec.client_last_name:
+                parts = [rec.client_first_name or '', rec.client_last_name or '']
+                rec.client_name = ' '.join(p for p in parts if p)
+            else:
+                rec.client_name = ''
+
+    @api.depends('reference', 'client_name')
+    def _compute_display_name(self):
+        for rec in self:
+            parts = [rec.reference or _('New')]
+            if rec.client_name:
+                parts.append(rec.client_name)
+            rec.display_name = ' - '.join(parts)
+
+    @api.depends(
+        'seat_width', 'seat_width_unit',
+        'seat_depth', 'seat_depth_unit',
+        'finished_back_height', 'back_height_unit',
+        'client_weight', 'client_weight_unit',
+    )
+    def _compute_normalized_measurements(self):
+        """Convert all measurements to inches/lbs for consistent rule evaluation."""
+        for rec in self:
+            rec.seat_width_inches = (
+                rec.seat_width if rec.seat_width_unit == 'inches'
+                else rec.seat_width / 2.54
+            )
+            rec.seat_depth_inches = (
+                rec.seat_depth if rec.seat_depth_unit == 'inches'
+                else rec.seat_depth / 2.54
+            )
+            rec.back_height_inches = (
+                rec.finished_back_height if rec.back_height_unit == 'inches'
+                else rec.finished_back_height / 2.54
+            )
+            rec.client_weight_lbs = (
+                rec.client_weight if rec.client_weight_unit == 'lbs'
+                else rec.client_weight * 2.20462
+            )
+
+    @api.depends('line_ids.subtotal', 'line_ids.adp_portion', 'line_ids.client_portion')
+    def _compute_totals(self):
+        for rec in self:
+            rec.total_estimate = sum(rec.line_ids.mapped('subtotal'))
+            rec.total_adp_estimate = sum(rec.line_ids.mapped('adp_portion'))
+            rec.total_client_estimate = sum(rec.line_ids.mapped('client_portion'))
+
+    def _compute_portal_url(self):
+        base = self.env['ir.config_parameter'].sudo().get_param('web.base.url')
+        for rec in self:
+            rec.portal_url = f'{base}/my/quotation/builder/{rec.id}/edit' if rec.id else False
+
+    def _compute_public_url(self):
+        base = self.env['ir.config_parameter'].sudo().get_param('web.base.url')
+        for rec in self:
+            if rec.access_token:
+                rec.public_url = f'{base}/quotation/form/{rec.access_token}'
+            else:
+                rec.public_url = False
+
+    # =========================================================================
+    # SHARING ACTIONS
+    # =========================================================================
+    def _generate_access_token(self):
+        """Generate a unique access token for public sharing."""
+        for rec in self:
+            if not rec.access_token:
+                rec.access_token = uuid.uuid4().hex
+
+    def action_open_portal_form(self):
+        """Open the portal assessment form in a new browser tab."""
+        self.ensure_one()
+        return {
+            'type': 'ir.actions.act_url',
+            'url': self.portal_url,
+            'target': 'new',
+        }
+
+    def action_generate_share_link(self):
+        """Generate a public access token and show the shareable URL."""
+        self.ensure_one()
+        self._generate_access_token()
+        return {
+            'type': 'ir.actions.client',
+            'tag': 'display_notification',
+            'params': {
+                'title': _('Share Link Generated'),
+                'message': _('Public URL copied to clipboard — '
+                             'also visible in the Sharing section of this form.'),
+                'type': 'info',
+                'sticky': False,
+            },
+        }
+
+    # =========================================================================
+    # CRUD OVERRIDES
+    # =========================================================================
+    @api.model_create_multi
+    def create(self, vals_list):
+        for vals in vals_list:
+            if vals.get('reference', _('New')) == _('New'):
+                vals['reference'] = self.env['ir.sequence'].next_by_code(
+                    'fusion.wc.assessment') or _('New')
+        return super().create(vals_list)
+
+    # =========================================================================
+    # UPCHARGE RULE ENGINE
+    # =========================================================================
+    def _evaluate_upcharge_rules(self):
+        """Evaluate all active upcharge rules against current assessment data.
+        Creates assessment lines for triggered rules.
+        Returns recordset of triggered rules.
+        """
+        self.ensure_one()
+
+        # Remove previously auto-applied upcharges (allows re-evaluation)
+        self.line_ids.filtered(lambda l: l.is_upcharge).unlink()
+
+        rules = self.env['fusion.wc.upcharge.rule'].search([
+            ('active', '=', True),
+            ('equipment_type', 'in', [self.equipment_type, 'both']),
+        ])
+
+        triggered = self.env['fusion.wc.upcharge.rule']
+        # Track exclusive groups — only the first matching rule per group applies
+        exclusive_triggered = {}
+
+        for rule in rules.sorted('sequence'):
+            # Check mutual exclusion
+            if rule.mutually_exclusive_group:
+                if rule.mutually_exclusive_group in exclusive_triggered:
+                    continue
+
+            matched = False
+
+            if rule.trigger_type == 'measurement':
+                value = self._get_measurement_value(rule.measurement_field)
+                if value and self._compare_values(value, rule.comparison, rule.threshold_value):
+                    matched = True
+
+            elif rule.trigger_type == 'weight':
+                weight = self.client_weight_lbs
+                if weight > rule.weight_min:
+                    if not rule.weight_max or weight <= rule.weight_max:
+                        matched = True
+
+            elif rule.trigger_type == 'dimension_mismatch':
+                val1 = self._get_measurement_value(rule.compare_field_1)
+                val2 = self._get_measurement_value(rule.compare_field_2)
+                if val1 and val2 and abs(val1 - val2) > 0.01:
+                    matched = True
+
+            if matched:
+                self._create_upcharge_line(rule)
+                triggered |= rule
+                if rule.mutually_exclusive_group:
+                    exclusive_triggered[rule.mutually_exclusive_group] = rule
+
+        return triggered
+
+    def _get_measurement_value(self, field_name):
+        """Map measurement field selection to actual normalized (inches) value."""
+        field_map = {
+            'seat_width': self.seat_width_inches,
+            'seat_depth': self.seat_depth_inches,
+            'back_width': self.seat_width_inches,  # backrest width defaults to seat width
+            'back_height': self.back_height_inches,
+            'seat_to_floor': (
+                self.finished_seat_to_floor_height
+                if self.seat_to_floor_unit == 'inches'
+                else self.finished_seat_to_floor_height / 2.54
+            ),
+            'leg_rest_length': (
+                self.finished_leg_rest_length
+                if self.leg_rest_unit == 'inches'
+                else self.finished_leg_rest_length / 2.54
+            ),
+        }
+        return field_map.get(field_name, 0.0)
+
+    @staticmethod
+    def _compare_values(value, comparison, threshold):
+        """Evaluate a comparison between value and threshold."""
+        if comparison == 'gt':
+            return value > threshold
+        elif comparison == 'gte':
+            return value >= threshold
+        elif comparison == 'lt':
+            return value < threshold
+        elif comparison == 'eq':
+            return abs(value - threshold) < 0.01
+        elif comparison == 'neq':
+            return abs(value - threshold) >= 0.01
+        return False
+
+    def _create_upcharge_line(self, rule):
+        """Create an assessment line from an upcharge rule."""
+        ADPDevice = self.env['fusion.adp.device.code'].sudo()
+        adp_device = ADPDevice.search(
+            [('device_code', '=', rule.adp_device_code), ('active', '=', True)],
+            limit=1
+        )
+
+        vals = {
+            'assessment_id': self.id,
+            'product_id': rule.product_id.id if rule.product_id else False,
+            'product_name': (
+                adp_device.device_description
+                if adp_device else rule.name
+            ),
+            'quantity': 1,
+            'adp_device_code': rule.adp_device_code,
+            'adp_price': adp_device.adp_price if adp_device else 0,
+            'unit_price': adp_device.adp_price if adp_device else 0,
+            'is_upcharge': True,
+            'upcharge_rule_id': rule.id,
+            'upcharge_reason': rule.description or rule.name,
+        }
+        return self.env['fusion.wc.assessment.line'].create(vals)
+
+    # =========================================================================
+    # QUOTATION GENERATION
+    # =========================================================================
+    def action_generate_quotation(self):
+        """Generate a draft sale.order from this assessment."""
+        self.ensure_one()
+        if self.sale_order_id:
+            raise UserError(_('A quotation has already been generated for this assessment.'))
+
+        # Run upcharge engine first
+        triggered_rules = self._evaluate_upcharge_rules()
+
+        # Resolve or create partner
+        partner = self._resolve_partner()
+
+        # Add frame as an assessment line if not already present
+        self._ensure_frame_line()
+
+        # Create sale order
+        so_vals = self._prepare_sale_order_vals(partner)
+        sale_order = self.env['sale.order'].sudo().create(so_vals)
+
+        # Create sale order lines from assessment lines
+        for line in self.line_ids:
+            sol_vals = self._prepare_sale_order_line_vals(sale_order, line)
+            self.env['sale.order.line'].sudo().create(sol_vals)
+
+        # Update assessment
+        self.write({
+            'sale_order_id': sale_order.id,
+            'state': 'quoted',
+        })
+
+        # Post chatter message
+        self._post_quotation_message(sale_order, triggered_rules)
+
+        return {
+            'type': 'ir.actions.act_window',
+            'res_model': 'sale.order',
+            'res_id': sale_order.id,
+            'view_mode': 'form',
+            'target': 'current',
+        }
+
+    def _resolve_partner(self):
+        """Get existing partner or create a new one."""
+        self.ensure_one()
+        if self.partner_id:
+            return self.partner_id
+
+        if not self.client_first_name and not self.client_last_name:
+            raise UserError(_('Please select an existing client or provide client name.'))
+
+        partner_vals = {
+            'name': self.client_name,
+            'phone': self.client_phone,
+            'email': self.client_email,
+            'street': self.client_street,
+            'street2': self.client_street2,
+            'city': self.client_city,
+            'state_id': self.client_state_id.id if self.client_state_id else False,
+            'zip': self.client_zip,
+            'country_id': self.client_country_id.id if self.client_country_id else False,
+            'customer_rank': 1,
+        }
+        partner = self.env['res.partner'].sudo().create(partner_vals)
+        self.partner_id = partner
+        return partner
+
+    def _ensure_frame_line(self):
+        """Add the frame product as an assessment line if not already present."""
+        self.ensure_one()
+
+        # If we have a template but no resolved variant, resolve to first variant
+        if not self.frame_product_id and self.frame_product_tmpl_id:
+            variant = self.frame_product_tmpl_id.product_variant_ids[:1]
+            if variant:
+                self.frame_product_id = variant.id
+
+        if not self.frame_product_id:
+            return
+
+        # Pick the right frame section based on equipment type
+        frame_code_map = {
+            'manual_wheelchair': 'mw_frame',
+            'power_wheelchair': 'pw_frame',
+            'walker': 'walker_frame',
+        }
+        code = frame_code_map.get(self.equipment_type, 'mw_frame')
+        frame_section = self.env['fusion.wc.section'].search(
+            [('code', '=', code)], limit=1)
+        if not frame_section:
+            # Fall back to legacy code
+            frame_section = self.env['fusion.wc.section'].search(
+                [('code', '=', 'frame')], limit=1)
+
+        existing = self.line_ids.filtered(
+            lambda l: l.product_id == self.frame_product_id and not l.is_upcharge)
+        if existing:
+            return
+
+        # Build description from measurements
+        desc_parts = [self.frame_product_id.display_name]
+        if self.seat_width:
+            desc_parts.append(f"Seat Width: {self.seat_width}{self.seat_width_unit}")
+        if self.seat_depth:
+            desc_parts.append(f"Seat Depth: {self.seat_depth}{self.seat_depth_unit}")
+        if self.finished_seat_to_floor_height:
+            desc_parts.append(
+                f"Seat to Floor: {self.finished_seat_to_floor_height}"
+                f"{self.seat_to_floor_unit}")
+        if self.finished_leg_rest_length:
+            desc_parts.append(
+                f"Leg Rest: {self.finished_leg_rest_length}{self.leg_rest_unit}")
+        if self.back_cane_height:
+            desc_parts.append(
+                f"Cane Height: {self.back_cane_height}{self.cane_height_unit}")
+
+        product = self.frame_product_id
+        adp_code = product.product_tmpl_id.x_fc_adp_device_code or ''
+        adp_price = product.product_tmpl_id.x_fc_adp_price or product.lst_price
+
+        self.env['fusion.wc.assessment.line'].create({
+            'assessment_id': self.id,
+            'section_id': frame_section.id if frame_section else False,
+            'product_id': product.id,
+            'product_name': '\n'.join(desc_parts),
+            'quantity': 1,
+            'adp_device_code': adp_code,
+            'adp_price': adp_price,
+            'unit_price': product.lst_price,
+        })
+
+    def _prepare_sale_order_vals(self, partner):
+        """Prepare values for sale.order creation."""
+        self.ensure_one()
+
+        # Map client_type to fusion_claims x_fc_client_type
+        client_type_map = {
+            'reg': 'REG',
+            'ods': 'ODS',
+            'acs': 'ACS',
+            'owp': 'OWP',
+            'ltc': 'LTC',
+            'sen': 'SEN',
+            'cca': 'CCA',
+        }
+
+        vals = {
+            'partner_id': partner.id,
+            'user_id': self.sales_rep_id.id,
+            'state': 'draft',
+            'origin': f'WC Assessment: {self.reference}',
+            'wc_assessment_id': self.id,
+        }
+
+        # Set fusion_claims fields if available
+        if hasattr(self.env['sale.order'], 'x_fc_sale_type'):
+            vals['x_fc_sale_type'] = 'adp'
+        if hasattr(self.env['sale.order'], 'x_fc_client_type'):
+            vals['x_fc_client_type'] = client_type_map.get(self.client_type, 'REG')
+        if hasattr(self.env['sale.order'], 'x_fc_adp_application_status'):
+            vals['x_fc_adp_application_status'] = 'quotation'
+        if self.authorizer_id and hasattr(self.env['sale.order'], 'x_fc_authorizer_id'):
+            vals['x_fc_authorizer_id'] = self.authorizer_id.id
+
+        return vals
+
+    def _prepare_sale_order_line_vals(self, sale_order, line):
+        """Prepare values for sale.order.line creation from assessment line."""
+        vals = {
+            'order_id': sale_order.id,
+            'product_id': line.product_id.id if line.product_id else False,
+            'name': line.product_name or (
+                line.product_id.display_name if line.product_id else line.adp_device_code
+            ),
+            'product_uom_qty': line.quantity,
+            'price_unit': line.unit_price or (
+                line.product_id.lst_price if line.product_id else 0
+            ),
+        }
+        return vals
+
+    def _post_quotation_message(self, sale_order, triggered_rules):
+        """Post a chatter message summarizing the assessment."""
+        self.ensure_one()
+
+        lines_html = ''
+        for line in self.line_ids:
+            icon = '&#x26A1;' if line.is_upcharge else '&#x2705;'
+            lines_html += (
+                f'<li>{icon} {line.product_name or line.adp_device_code} '
+                f'x{line.quantity} — ${line.unit_price:.2f}</li>'
+            )
+
+        measurements_html = ''
+        if self.seat_width:
+            measurements_html += (
+                f'<li>Seat Width: {self.seat_width} {self.seat_width_unit}</li>')
+        if self.seat_depth:
+            measurements_html += (
+                f'<li>Seat Depth: {self.seat_depth} {self.seat_depth_unit}</li>')
+        if self.finished_seat_to_floor_height:
+            measurements_html += (
+                f'<li>Seat to Floor: {self.finished_seat_to_floor_height} '
+                f'{self.seat_to_floor_unit}</li>')
+        if self.back_cane_height:
+            measurements_html += (
+                f'<li>Back Cane Height: {self.back_cane_height} '
+                f'{self.cane_height_unit}</li>')
+        if self.finished_back_height:
+            measurements_html += (
+                f'<li>Finished Back Height: {self.finished_back_height} '
+                f'{self.back_height_unit}</li>')
+        if self.finished_leg_rest_length:
+            measurements_html += (
+                f'<li>Leg Rest Length: {self.finished_leg_rest_length} '
+                f'{self.leg_rest_unit}</li>')
+        if self.client_weight:
+            measurements_html += (
+                f'<li>Client Weight: {self.client_weight} {self.client_weight_unit}</li>')
+
+        upcharges_html = ''
+        if triggered_rules:
+            upcharges_html = '<h4>Auto-Applied Upcharges</h4><ul>'
+            for rule in triggered_rules:
+                upcharges_html += (
+                    f'<li>&#x26A1; {rule.name} ({rule.adp_device_code})</li>')
+            upcharges_html += '</ul>'
+
+        body = Markup(
+            f'<h3>Wheelchair Assessment Completed</h3>'
+            f'<p>Assessment: {self.reference}<br/>'
+            f'Equipment: {dict(self._fields["equipment_type"].selection).get(self.equipment_type, "")}<br/>'
+            f'Build Type: {dict(self._fields["build_type"].selection).get(self.build_type, "")}</p>'
+            f'<h4>Measurements</h4><ul>{measurements_html}</ul>'
+            f'<h4>Selected Items</h4><ul>{lines_html}</ul>'
+            f'{upcharges_html}'
+        )
+
+        sale_order.message_post(body=body, message_type='comment',
+            subtype_xmlid='mail.mt_note')
+
+    # =========================================================================
+    # ACTIONS
+    # =========================================================================
+    def action_mark_review(self):
+        """Mark assessment as ready for review."""
+        for rec in self:
+            rec.state = 'review'
+
+    def action_cancel(self):
+        """Cancel the assessment."""
+        for rec in self:
+            rec.state = 'cancelled'
+
+    def action_reset_draft(self):
+        """Reset to draft."""
+        for rec in self:
+            if rec.state == 'cancelled':
+                rec.state = 'draft'
+
+    def action_view_quotation(self):
+        """Open the generated quotation."""
+        self.ensure_one()
+        if not self.sale_order_id:
+            raise UserError(_('No quotation has been generated yet.'))
+        return {
+            'type': 'ir.actions.act_window',
+            'res_model': 'sale.order',
+            'res_id': self.sale_order_id.id,
+            'view_mode': 'form',
+            'target': 'current',
+        }

fusion_quotations/models/wc_assessment_line.py

@@ -0,0 +1,97 @@
+# -*- coding: utf-8 -*-
+
+from odoo import api, fields, models, _
+
+
+class WheelchairAssessmentLine(models.Model):
+    _name = 'fusion.wc.assessment.line'
+    _description = 'Wheelchair Assessment Line Item'
+    _order = 'section_sequence, sequence, id'
+
+    assessment_id = fields.Many2one('fusion.wc.assessment', string='Assessment',
+        required=True, ondelete='cascade', index=True)
+    section_id = fields.Many2one('fusion.wc.section', string='Section', index=True)
+    section_sequence = fields.Integer(
+        related='section_id.sequence', store=True, string='Section Order')
+    sequence = fields.Integer(string='Sequence', default=10)
+
+    # Product
+    product_id = fields.Many2one('product.product', string='Product', index=True)
+    product_name = fields.Char(string='Description',
+        help='Can override product name with custom description')
+    quantity = fields.Float(string='Quantity', default=1.0)
+
+    # ADP info
+    adp_device_code = fields.Char(string='ADP Code')
+    adp_price = fields.Float(string='ADP Price', digits='Product Price')
+    unit_price = fields.Float(string='Selling Price', digits='Product Price')
+
+    # Build type (for seating items)
+    build_type = fields.Selection([
+        ('modular', 'Modular'),
+        ('custom_fabricated', 'Custom Fabricated'),
+    ], string='Build Type')
+
+    # Clinical rationale (required for certain items)
+    clinical_rationale = fields.Text(string='Clinical Rationale')
+
+    # Computed pricing
+    subtotal = fields.Float(string='Subtotal',
+        compute='_compute_subtotal', store=True, digits='Product Price')
+    adp_portion = fields.Float(string='ADP Portion',
+        compute='_compute_portions', store=True, digits='Product Price')
+    client_portion = fields.Float(string='Client Portion',
+        compute='_compute_portions', store=True, digits='Product Price')
+
+    # Upcharge tracking
+    is_upcharge = fields.Boolean(string='Auto-Applied Upcharge', default=False)
+    upcharge_rule_id = fields.Many2one('fusion.wc.upcharge.rule',
+        string='Triggered By Rule')
+    upcharge_reason = fields.Char(string='Upcharge Reason')
+
+    # Section-specific measurements
+    width = fields.Float(string='Width', digits=(10, 2))
+    depth = fields.Float(string='Depth', digits=(10, 2))
+    height = fields.Float(string='Height', digits=(10, 2))
+
+    notes = fields.Text(string='Notes')
+
+    @api.depends('unit_price', 'quantity')
+    def _compute_subtotal(self):
+        for line in self:
+            line.subtotal = line.unit_price * line.quantity
+
+    @api.depends('subtotal', 'adp_price', 'quantity', 'assessment_id.client_type')
+    def _compute_portions(self):
+        """Estimate ADP and client portions based on client type and ADP price."""
+        for line in self:
+            if not line.adp_price or not line.subtotal:
+                line.adp_portion = 0.0
+                line.client_portion = line.subtotal
+                continue
+
+            client_type = line.assessment_id.client_type or 'reg'
+            adp_base = line.adp_price * line.quantity
+
+            # Determine ADP coverage percentage
+            if client_type == 'reg':
+                # REG: 75% ADP, 25% client
+                adp_amount = adp_base * 0.75
+            else:
+                # ODS, ACS, OWP, etc.: 100% ADP
+                adp_amount = adp_base
+
+            # Client pays the rest (including anything above ADP price)
+            line.adp_portion = min(adp_amount, line.subtotal)
+            line.client_portion = line.subtotal - line.adp_portion
+
+    @api.onchange('product_id')
+    def _onchange_product_id(self):
+        """Auto-fill ADP code and pricing from product."""
+        if self.product_id:
+            tmpl = self.product_id.product_tmpl_id
+            self.adp_device_code = tmpl.x_fc_adp_device_code or ''
+            self.adp_price = tmpl.x_fc_adp_price or 0.0
+            self.unit_price = self.product_id.lst_price
+            if not self.product_name:
+                self.product_name = self.product_id.display_name

fusion_quotations/models/wc_config_flow.py

@@ -0,0 +1,539 @@
+# -*- coding: utf-8 -*-
+
+import json
+from odoo import api, fields, models, _
+from odoo.exceptions import UserError
+
+
+class WheelchairConfigFlow(models.Model):
+    _name = 'fusion.wc.config.flow'
+    _description = 'Wheelchair Configuration Flow'
+    _order = 'sequence, id'
+
+    name = fields.Char(string='Name', required=True,
+        help='e.g. "Standard Manual Wheelchair Config"')
+    active = fields.Boolean(default=True)
+    sequence = fields.Integer(default=10)
+
+    equipment_type = fields.Selection(
+        selection='_get_equipment_type_selection',
+        string='Equipment Type', required=True)
+
+    @api.model
+    def _get_equipment_type_selection(self):
+        types = self.env['fusion.equipment.type'].sudo().search([], order='sequence')
+        if types:
+            return [(t.code, t.name) for t in types]
+        return [
+            ('manual_wheelchair', 'Manual Wheelchair'),
+            ('power_wheelchair', 'Power Wheelchair'),
+            ('walker', 'Walker / Ambulation Aid'),
+        ]
+
+    description = fields.Text(string='Description')
+
+    # Canvas state — JSON blob for viewport (zoom, pan) preserved across sessions
+    canvas_data = fields.Text(string='Canvas Data', default='{}',
+        help='JSON: viewport state for the visual designer')
+
+    state = fields.Selection([
+        ('draft', 'Draft'),
+        ('active', 'Active'),
+        ('archived', 'Archived'),
+    ], string='Status', default='draft', tracking=True)
+
+    # Relationships
+    node_ids = fields.One2many('fusion.wc.config.flow.node', 'flow_id',
+        string='Nodes')
+    connection_ids = fields.One2many('fusion.wc.config.flow.connection', 'flow_id',
+        string='Connections')
+    step_ids = fields.One2many('fusion.wc.config.flow.step', 'flow_id',
+        string='Form Steps')
+
+    # Computed counts
+    node_count = fields.Integer(string='Nodes', compute='_compute_counts')
+    connection_count = fields.Integer(string='Connections', compute='_compute_counts')
+    step_count = fields.Integer(string='Steps', compute='_compute_counts')
+
+    @api.depends('node_ids', 'connection_ids', 'step_ids')
+    def _compute_counts(self):
+        for rec in self:
+            rec.node_count = len(rec.node_ids)
+            rec.connection_count = len(rec.connection_ids)
+            rec.step_count = len(rec.step_ids)
+
+    # ------------------------------------------------------------------
+    # Actions
+    # ------------------------------------------------------------------
+    def action_open_designer(self):
+        """Open the visual flow designer (OWL client action)."""
+        self.ensure_one()
+        return {
+            'type': 'ir.actions.client',
+            'tag': 'fusion_flow_designer',
+            'name': _('Flow Designer: %s') % self.name,
+            'context': {'active_id': self.id},
+        }
+
+    def action_activate(self):
+        """Set flow to active. Deactivate other flows for same equipment type.
+        Auto-creates default steps if flow has no steps defined.
+        """
+        self.ensure_one()
+        # Auto-create default steps if none exist
+        if not self.step_ids:
+            self.action_create_default_steps()
+        # Deactivate other active flows for the same equipment type
+        siblings = self.search([
+            ('equipment_type', '=', self.equipment_type),
+            ('state', '=', 'active'),
+            ('id', '!=', self.id),
+        ])
+        siblings.write({'state': 'draft'})
+        self.write({'state': 'active'})
+
+    def action_archive(self):
+        self.ensure_one()
+        self.write({'state': 'archived'})
+
+    def action_reset_draft(self):
+        self.ensure_one()
+        self.write({'state': 'draft'})
+
+    def action_create_default_steps(self):
+        """Generate default form steps based on equipment type.
+        For wheelchair types, creates the standard 6 steps.
+        For other types, creates a generic 4-step flow.
+        """
+        self.ensure_one()
+        Step = self.env['fusion.wc.config.flow.step']
+
+        # Remove existing steps
+        self.step_ids.unlink()
+
+        wheelchair_types = ('manual_wheelchair', 'power_wheelchair')
+        if self.equipment_type in wheelchair_types:
+            # ── Client step config: ADP program fields ──
+            is_manual = self.equipment_type == 'manual_wheelchair'
+            client_config = json.dumps({
+                "show_health_card": True,
+                "show_dob": True,
+                "show_adp_fields": True,        # client_type + reason_for_application
+                "show_wheelchair_category": is_manual,
+                "show_powerchair_category": not is_manual,
+            })
+            # ── Measurement fields ──
+            mw_measurements_json = json.dumps([
+                {"name": "seat_width", "label": "Seat Width", "type": "float",
+                 "unit_field": "seat_width_unit", "units": ["inches", "cm"], "required": True},
+                {"name": "seat_depth", "label": "Seat Depth", "type": "float",
+                 "unit_field": "seat_depth_unit", "units": ["inches", "cm"], "required": True},
+                {"name": "finished_seat_to_floor_height", "label": "Finished Seat to Floor Height",
+                 "type": "float", "unit_field": "seat_to_floor_unit", "units": ["inches", "cm"]},
+                {"name": "back_cane_height", "label": "Back Cane Height", "type": "float",
+                 "unit_field": "cane_height_unit", "units": ["inches", "cm"]},
+                {"name": "finished_back_height", "label": "Finished Back Height", "type": "float",
+                 "unit_field": "back_height_unit", "units": ["inches", "cm"]},
+                {"name": "finished_leg_rest_length", "label": "Finished Leg Rest Length",
+                 "type": "float", "unit_field": "leg_rest_unit", "units": ["inches", "cm"]},
+                {"name": "client_weight", "label": "Client Weight", "type": "float",
+                 "unit_field": "client_weight_unit", "units": ["lbs", "kg"], "required": True},
+            ])
+            prefix = 'mw' if is_manual else 'pw'
+            steps = [
+                {'sequence': 10, 'name': 'Client', 'step_type': 'client_info',
+                 'icon': 'fa-user', 'fields_json': client_config},
+                {'sequence': 20, 'name': 'Measurements', 'step_type': 'measurements',
+                 'icon': 'fa-ruler', 'fields_json': mw_measurements_json},
+                {'sequence': 30, 'name': 'Frame', 'step_type': 'product_select',
+                 'icon': 'fa-wheelchair', 'section_code': f'{prefix}_frame'},
+                {'sequence': 40, 'name': 'Seating', 'step_type': 'options',
+                 'icon': 'fa-chair', 'section_code': 'seating'},
+                {'sequence': 50, 'name': 'Options', 'step_type': 'options',
+                 'icon': 'fa-list', 'section_code': f'{prefix}_adp_options,{prefix}_accessories'},
+                {'sequence': 60, 'name': 'Review', 'step_type': 'review',
+                 'icon': 'fa-check'},
+            ]
+        elif self.equipment_type == 'walker':
+            # ── Client step config: ADP program fields (no wheelchair categories) ──
+            client_config = json.dumps({
+                "show_health_card": True,
+                "show_dob": True,
+                "show_adp_fields": True,
+            })
+            walker_measurements_json = json.dumps([
+                {"name": "walker_seat_height", "label": "Seat Height", "type": "float",
+                 "unit_field": "walker_seat_height_unit", "units": ["inches", "cm", "na"]},
+                {"name": "push_handle_height", "label": "Push Handle Height", "type": "float",
+                 "unit_field": "push_handle_height_unit", "units": ["inches", "cm"]},
+                {"name": "width_between_push_handles", "label": "Width Between Push Handles",
+                 "type": "float", "unit_field": "push_handle_width_unit", "units": ["inches", "cm"]},
+                {"name": "client_weight", "label": "Client Weight", "type": "float",
+                 "unit_field": "client_weight_unit", "units": ["lbs", "kg"], "required": True},
+            ])
+            steps = [
+                {'sequence': 10, 'name': 'Client', 'step_type': 'client_info',
+                 'icon': 'fa-user', 'fields_json': client_config},
+                {'sequence': 20, 'name': 'Measurements', 'step_type': 'measurements',
+                 'icon': 'fa-ruler', 'fields_json': walker_measurements_json},
+                {'sequence': 30, 'name': 'Equipment', 'step_type': 'product_select',
+                 'icon': 'fa-male', 'section_code': 'walker_frame'},
+                {'sequence': 40, 'name': 'Options', 'step_type': 'options',
+                 'icon': 'fa-list', 'section_code': 'walker_adp_options,walker_accessories'},
+                {'sequence': 50, 'name': 'Review', 'step_type': 'review',
+                 'icon': 'fa-check'},
+            ]
+        else:
+            # ── Generic flow for new equipment types (stair lift, porch lift, etc.) ──
+            # No ADP fields, no health card, no DOB — pure quotation tool
+            steps = [
+                {'sequence': 10, 'name': 'Client', 'step_type': 'client_info',
+                 'icon': 'fa-user'},  # no fields_json → no optional groups
+                {'sequence': 20, 'name': 'Equipment', 'step_type': 'product_select',
+                 'icon': 'fa-cog'},
+                {'sequence': 30, 'name': 'Options', 'step_type': 'options',
+                 'icon': 'fa-list'},
+                {'sequence': 40, 'name': 'Review', 'step_type': 'review',
+                 'icon': 'fa-check'},
+            ]
+
+        for step_vals in steps:
+            step_vals['flow_id'] = self.id
+            Step.create(step_vals)
+
+    def action_new_assessment_form(self):
+        """Open a new portal assessment form pre-selected to this flow's equipment type."""
+        self.ensure_one()
+        base = self.env['ir.config_parameter'].sudo().get_param('web.base.url')
+        return {
+            'type': 'ir.actions.act_url',
+            'url': f'{base}/my/quotation/builder/new?equipment_type={self.equipment_type}',
+            'target': 'new',
+        }
+
+    # ------------------------------------------------------------------
+    # Load / Save graph for designer
+    # ------------------------------------------------------------------
+    def load_flow_graph(self):
+        """Return the complete flow graph for the visual designer."""
+        self.ensure_one()
+        nodes = []
+        for n in self.node_ids:
+            node_data = {
+                'id': n.id,
+                'name': n.name,
+                'node_type': n.node_type,
+                'pos_x': n.pos_x,
+                'pos_y': n.pos_y,
+                'color': n.color,
+                'icon': n.icon,
+                'section_id': n.section_id.id if n.section_id else False,
+                'section_name': n.section_id.name if n.section_id else '',
+                'decision_field': n.decision_field or '',
+                'decision_operator': n.decision_operator or '',
+                'decision_value': n.decision_value or '',
+                'measurement_field': n.measurement_field or '',
+                'comparison': n.comparison or '',
+                'threshold_value': n.threshold_value,
+                'action_type': n.action_type or '',
+                'target_option_ids': n.target_option_ids.ids,
+                'target_step': n.target_step,
+                'config_json': n.config_json or '{}',
+                'node_options': [{
+                    'id': opt.id,
+                    'name': opt.name,
+                    'sequence': opt.sequence,
+                    'section_option_id': opt.section_option_id.id if opt.section_option_id else False,
+                    'enables_option_ids': opt.enables_option_ids.ids,
+                    'disables_option_ids': opt.disables_option_ids.ids,
+                    'requires_option_ids': opt.requires_option_ids.ids,
+                    'port_key': opt.port_key,
+                } for opt in n.node_option_ids],
+            }
+            nodes.append(node_data)
+
+        connections = []
+        for c in self.connection_ids:
+            connections.append({
+                'id': c.id,
+                'source_node_id': c.source_node_id.id,
+                'target_node_id': c.target_node_id.id,
+                'source_port': c.source_port or 'out',
+                'label': c.label or '',
+                'condition_json': c.condition_json or '{}',
+                'sequence': c.sequence,
+            })
+
+        return {
+            'id': self.id,
+            'name': self.name,
+            'equipment_type': self.equipment_type,
+            'canvas': json.loads(self.canvas_data or '{}'),
+            'nodes': nodes,
+            'connections': connections,
+        }
+
+    def save_flow_graph(self, graph_data):
+        """Sync the full graph from the visual designer to ORM records."""
+        self.ensure_one()
+        Node = self.env['fusion.wc.config.flow.node']
+        Connection = self.env['fusion.wc.config.flow.connection']
+
+        # Save viewport state
+        canvas = graph_data.get('canvas', {})
+        self.write({'canvas_data': json.dumps(canvas)})
+
+        # --- Sync Nodes ---
+        incoming_nodes = graph_data.get('nodes', [])
+        incoming_node_ids = set()
+        node_id_map = {}  # temp_id -> real_id
+
+        for ndata in incoming_nodes:
+            vals = {
+                'flow_id': self.id,
+                'name': ndata.get('name', 'Untitled'),
+                'node_type': ndata.get('node_type', 'action'),
+                'pos_x': ndata.get('pos_x', 0),
+                'pos_y': ndata.get('pos_y', 0),
+                'color': ndata.get('color', '#3b82f6'),
+                'icon': ndata.get('icon', 'fa-circle'),
+                'section_id': ndata.get('section_id') or False,
+                'decision_field': ndata.get('decision_field') or False,
+                'decision_operator': ndata.get('decision_operator') or False,
+                'decision_value': ndata.get('decision_value') or '',
+                'measurement_field': ndata.get('measurement_field') or False,
+                'comparison': ndata.get('comparison') or False,
+                'threshold_value': ndata.get('threshold_value', 0),
+                'action_type': ndata.get('action_type') or False,
+                'target_step': ndata.get('target_step', 0),
+                'config_json': ndata.get('config_json', '{}'),
+            }
+            target_ids = ndata.get('target_option_ids', [])
+
+            node_id = ndata.get('id')
+            if isinstance(node_id, int) and node_id > 0:
+                # Update existing
+                node = Node.browse(node_id)
+                if node.exists():
+                    node.write(vals)
+                    if target_ids is not None:
+                        node.write({'target_option_ids': [(6, 0, target_ids)]})
+                    node_id_map[node_id] = node_id
+                    incoming_node_ids.add(node_id)
+                    continue
+            # Create new
+            new_node = Node.create(vals)
+            if target_ids:
+                new_node.write({'target_option_ids': [(6, 0, target_ids)]})
+            node_id_map[ndata.get('id', 'new')] = new_node.id
+            incoming_node_ids.add(new_node.id)
+
+        # Delete nodes no longer in the graph
+        existing_nodes = Node.search([('flow_id', '=', self.id)])
+        to_delete = existing_nodes.filtered(lambda n: n.id not in incoming_node_ids)
+        to_delete.unlink()
+
+        # --- Sync Connections ---
+        incoming_conns = graph_data.get('connections', [])
+        incoming_conn_ids = set()
+
+        for cdata in incoming_conns:
+            src_id = cdata.get('source_node_id')
+            tgt_id = cdata.get('target_node_id')
+            # Resolve temp IDs
+            src_id = node_id_map.get(src_id, src_id)
+            tgt_id = node_id_map.get(tgt_id, tgt_id)
+
+            vals = {
+                'flow_id': self.id,
+                'source_node_id': src_id,
+                'target_node_id': tgt_id,
+                'source_port': cdata.get('source_port', 'out'),
+                'label': cdata.get('label', ''),
+                'condition_json': cdata.get('condition_json', '{}'),
+                'sequence': cdata.get('sequence', 10),
+            }
+
+            conn_id = cdata.get('id')
+            if isinstance(conn_id, int) and conn_id > 0:
+                conn = Connection.browse(conn_id)
+                if conn.exists():
+                    conn.write(vals)
+                    incoming_conn_ids.add(conn_id)
+                    continue
+            new_conn = Connection.create(vals)
+            incoming_conn_ids.add(new_conn.id)
+
+        # Delete connections no longer in the graph
+        existing_conns = Connection.search([('flow_id', '=', self.id)])
+        to_delete = existing_conns.filtered(lambda c: c.id not in incoming_conn_ids)
+        to_delete.unlink()
+
+        return True
+
+    # ------------------------------------------------------------------
+    # Flow Evaluation Engine
+    # ------------------------------------------------------------------
+    def evaluate(self, assessment_data):
+        """Walk the flow graph and return option directives.
+
+        Args:
+            assessment_data: dict with keys like equipment_type, seat_width,
+                selected_option_ids, build_type, etc.
+
+        Returns:
+            dict with enabled/disabled/required option IDs, skip steps, messages.
+        """
+        self.ensure_one()
+        result = {
+            'enabled_option_ids': set(),
+            'disabled_option_ids': set(),
+            'required_option_ids': set(),
+            'skip_steps': set(),
+            'active_nodes': [],
+            'messages': [],
+        }
+
+        # Find start node
+        start_nodes = self.node_ids.filtered(lambda n: n.node_type == 'start')
+        if not start_nodes:
+            return self._finalize_result(result)
+
+        # BFS walk with cycle protection
+        visited = set()
+        queue = list(start_nodes)
+        max_iterations = 200
+
+        iteration = 0
+        while queue and iteration < max_iterations:
+            iteration += 1
+            node = queue.pop(0)
+            if node.id in visited:
+                continue
+            visited.add(node.id)
+            result['active_nodes'].append(node.id)
+
+            next_nodes = self._evaluate_node(node, assessment_data, result)
+            queue.extend(next_nodes)
+
+        return self._finalize_result(result)
+
+    def _finalize_result(self, result):
+        """Convert sets to sorted lists for JSON serialization."""
+        for key in ('enabled_option_ids', 'disabled_option_ids',
+                     'required_option_ids', 'skip_steps'):
+            result[key] = sorted(result[key])
+        return result
+
+    def _evaluate_node(self, node, data, result):
+        """Evaluate a single node. Returns list of next nodes to visit."""
+        if node.node_type == 'start':
+            return self._get_next_nodes(node, 'out')
+
+        elif node.node_type == 'end':
+            return []
+
+        elif node.node_type == 'decision':
+            passed = self._evaluate_decision(node, data)
+            return self._get_next_nodes(node, 'true' if passed else 'false')
+
+        elif node.node_type == 'measurement_check':
+            passed = self._evaluate_measurement(node, data)
+            return self._get_next_nodes(node, 'pass' if passed else 'fail')
+
+        elif node.node_type == 'option_group':
+            selected = set(data.get('selected_option_ids', []))
+            for opt in node.node_option_ids:
+                if opt.section_option_id and opt.section_option_id.id in selected:
+                    result['enabled_option_ids'].update(opt.enables_option_ids.ids)
+                    result['disabled_option_ids'].update(opt.disables_option_ids.ids)
+                    result['required_option_ids'].update(opt.requires_option_ids.ids)
+            return self._get_next_nodes(node, 'out')
+
+        elif node.node_type == 'action':
+            if node.action_type == 'enable':
+                result['enabled_option_ids'].update(node.target_option_ids.ids)
+            elif node.action_type == 'disable':
+                result['disabled_option_ids'].update(node.target_option_ids.ids)
+            elif node.action_type == 'require':
+                result['required_option_ids'].update(node.target_option_ids.ids)
+            elif node.action_type == 'skip_step' and node.target_step:
+                result['skip_steps'].add(node.target_step)
+            elif node.action_type == 'set_value':
+                msg = json.loads(node.config_json or '{}').get('message', '')
+                if msg:
+                    result['messages'].append(msg)
+            return self._get_next_nodes(node, 'out')
+
+        elif node.node_type == 'product_select':
+            return self._get_next_nodes(node, 'out')
+
+        return []
+
+    def _evaluate_decision(self, node, data):
+        """Evaluate a decision node condition against assessment data."""
+        field = node.decision_field
+        op = node.decision_operator
+        expected = node.decision_value or ''
+
+        actual = data.get(field, '')
+        if isinstance(actual, (int, float)) and expected:
+            try:
+                expected_num = float(expected)
+                actual_num = float(actual)
+                if op == 'eq':
+                    return actual_num == expected_num
+                elif op == 'neq':
+                    return actual_num != expected_num
+                elif op == 'gt':
+                    return actual_num > expected_num
+                elif op == 'gte':
+                    return actual_num >= expected_num
+                elif op == 'lt':
+                    return actual_num < expected_num
+                elif op == 'lte':
+                    return actual_num <= expected_num
+            except (ValueError, TypeError):
+                pass
+
+        # String comparison
+        actual_str = str(actual)
+        if op == 'eq':
+            return actual_str == expected
+        elif op == 'neq':
+            return actual_str != expected
+        elif op == 'in':
+            return actual_str in [v.strip() for v in expected.split(',')]
+        return False
+
+    def _evaluate_measurement(self, node, data):
+        """Evaluate a measurement check node."""
+        field = node.measurement_field
+        if not field:
+            return False
+        actual = data.get(field, 0)
+        try:
+            actual = float(actual)
+        except (ValueError, TypeError):
+            return False
+
+        threshold = node.threshold_value
+        comp = node.comparison
+        if comp == 'gt':
+            return actual > threshold
+        elif comp == 'gte':
+            return actual >= threshold
+        elif comp == 'lt':
+            return actual < threshold
+        elif comp == 'eq':
+            return abs(actual - threshold) < 0.001
+        elif comp == 'neq':
+            return abs(actual - threshold) >= 0.001
+        return False
+
+    def _get_next_nodes(self, node, port):
+        """Get target nodes for outgoing connections from a specific port."""
+        connections = node.outgoing_connection_ids.filtered(
+            lambda c: c.source_port == port
+        )
+        return connections.mapped('target_node_id')

fusion_quotations/models/wc_config_flow_connection.py

@@ -0,0 +1,28 @@
+# -*- coding: utf-8 -*-
+
+from odoo import api, fields, models, _
+
+
+class WheelchairConfigFlowConnection(models.Model):
+    _name = 'fusion.wc.config.flow.connection'
+    _description = 'Configuration Flow Connection'
+    _order = 'sequence, id'
+
+    flow_id = fields.Many2one('fusion.wc.config.flow', string='Flow',
+        required=True, ondelete='cascade', index=True)
+
+    source_node_id = fields.Many2one('fusion.wc.config.flow.node',
+        string='Source Node', required=True, ondelete='cascade', index=True)
+    target_node_id = fields.Many2one('fusion.wc.config.flow.node',
+        string='Target Node', required=True, ondelete='cascade', index=True)
+
+    source_port = fields.Char(string='Source Port', default='out',
+        help='Port key: out, true, false, or option port_key')
+
+    label = fields.Char(string='Label',
+        help='Text shown on the connection line')
+
+    condition_json = fields.Text(string='Condition', default='{}',
+        help='Optional condition as JSON for advanced routing')
+
+    sequence = fields.Integer(default=10)

fusion_quotations/models/wc_config_flow_node.py

@@ -0,0 +1,127 @@
+# -*- coding: utf-8 -*-
+
+from odoo import api, fields, models, _
+
+
+class WheelchairConfigFlowNode(models.Model):
+    _name = 'fusion.wc.config.flow.node'
+    _description = 'Configuration Flow Node'
+    _order = 'sequence, id'
+
+    flow_id = fields.Many2one('fusion.wc.config.flow', string='Flow',
+        required=True, ondelete='cascade', index=True)
+
+    name = fields.Char(string='Name', required=True, default='New Node')
+    sequence = fields.Integer(default=10)
+
+    node_type = fields.Selection([
+        ('start', 'Start'),
+        ('end', 'End'),
+        ('decision', 'Decision (If/Then)'),
+        ('option_group', 'Option Group'),
+        ('product_select', 'Product Selection'),
+        ('measurement_check', 'Measurement Check'),
+        ('action', 'Action (Enable/Disable/Require)'),
+    ], string='Type', required=True, default='action')
+
+    # Canvas position
+    pos_x = fields.Float(string='X Position', default=100.0)
+    pos_y = fields.Float(string='Y Position', default=100.0)
+
+    # Visual
+    color = fields.Char(string='Color', default='#3b82f6')
+    icon = fields.Char(string='Icon', default='fa-circle')
+
+    # Extensible config for type-specific settings
+    config_json = fields.Text(string='Configuration', default='{}',
+        help='Type-specific configuration as JSON')
+
+    # Link to existing section
+    section_id = fields.Many2one('fusion.wc.section', string='Section',
+        help='Link this node to a wheelchair section')
+
+    # Node options (for option_group / product_select)
+    node_option_ids = fields.One2many('fusion.wc.config.flow.node.option',
+        'node_id', string='Options')
+
+    # ── Decision node fields ──
+    decision_field = fields.Selection([
+        ('equipment_type', 'Equipment Type'),
+        ('wheelchair_type', 'Wheelchair Category'),
+        ('powerchair_type', 'Power Chair Category'),
+        ('build_type', 'Build Type'),
+        ('client_type', 'Client Type'),
+        ('reason_for_application', 'Reason for Application'),
+        ('seat_width', 'Seat Width (inches)'),
+        ('seat_depth', 'Seat Depth (inches)'),
+        ('client_weight', 'Client Weight (lbs)'),
+        ('back_height', 'Back Height (inches)'),
+        ('seat_to_floor', 'Seat to Floor Height (inches)'),
+        ('leg_rest_length', 'Leg Rest Length (inches)'),
+        ('custom', 'Custom Expression'),
+        ('custom_field', 'Custom Field (from equipment data)'),
+    ], string='Decision Field')
+
+    custom_field_name = fields.Char(string='Custom Field Name',
+        help='JSON key to check in equipment_data_json (for custom_field decisions)')
+
+    decision_operator = fields.Selection([
+        ('eq', '='),
+        ('neq', '!='),
+        ('gt', '>'),
+        ('gte', '>='),
+        ('lt', '<'),
+        ('lte', '<='),
+        ('in', 'In List'),
+    ], string='Operator')
+
+    decision_value = fields.Char(string='Expected Value',
+        help='For "In List" use comma-separated values')
+
+    # ── Measurement check fields (reuses upcharge rule pattern) ──
+    measurement_field = fields.Selection([
+        ('seat_width', 'Seat Width'),
+        ('seat_depth', 'Seat Depth'),
+        ('back_width', 'Backrest Width'),
+        ('back_height', 'Back Height'),
+        ('seat_to_floor', 'Seat to Floor Height'),
+        ('leg_rest_length', 'Leg Rest Length'),
+        ('client_weight', 'Client Weight'),
+    ], string='Measurement')
+
+    comparison = fields.Selection([
+        ('gt', 'Greater Than'),
+        ('gte', 'Greater Than or Equal'),
+        ('lt', 'Less Than'),
+        ('eq', 'Equal To'),
+        ('neq', 'Not Equal To'),
+    ], string='Comparison')
+
+    threshold_value = fields.Float(string='Threshold')
+
+    # ── Action node fields ──
+    action_type = fields.Selection([
+        ('enable', 'Enable Options'),
+        ('disable', 'Disable Options'),
+        ('require', 'Require Options'),
+        ('skip_step', 'Skip Portal Step'),
+        ('set_value', 'Set Field Value'),
+    ], string='Action Type')
+
+    target_option_ids = fields.Many2many(
+        'fusion.wc.section.option',
+        'wc_flow_node_target_option_rel',
+        'node_id', 'option_id',
+        string='Target Options',
+        help='Section options affected by this action')
+
+    target_step = fields.Integer(string='Target Step',
+        help='Portal form step number to skip (for skip_step action)')
+
+    # ── Connections (computed for convenience) ──
+    outgoing_connection_ids = fields.One2many(
+        'fusion.wc.config.flow.connection', 'source_node_id',
+        string='Outgoing Connections')
+    incoming_connection_ids = fields.One2many(
+        'fusion.wc.config.flow.connection', 'target_node_id',
+        string='Incoming Connections')

fusion_quotations/models/wc_config_flow_node_option.py

@@ -0,0 +1,51 @@
+# -*- coding: utf-8 -*-
+
+from odoo import api, fields, models, _
+
+
+class WheelchairConfigFlowNodeOption(models.Model):
+    _name = 'fusion.wc.config.flow.node.option'
+    _description = 'Configuration Flow Node Option'
+    _order = 'sequence, id'
+
+    node_id = fields.Many2one('fusion.wc.config.flow.node', string='Node',
+        required=True, ondelete='cascade', index=True)
+
+    name = fields.Char(string='Name', required=True)
+    sequence = fields.Integer(default=10)
+
+    # Link to actual section product option
+    section_option_id = fields.Many2one('fusion.wc.section.option',
+        string='Section Option',
+        help='Link this choice to a wheelchair section product option')
+
+    # Effects when this option is selected
+    enables_option_ids = fields.Many2many(
+        'fusion.wc.section.option',
+        'wc_flow_node_opt_enables_rel',
+        'node_option_id', 'option_id',
+        string='Enables Options',
+        help='Section options to enable when this choice is selected')
+
+    disables_option_ids = fields.Many2many(
+        'fusion.wc.section.option',
+        'wc_flow_node_opt_disables_rel',
+        'node_option_id', 'option_id',
+        string='Disables Options',
+        help='Section options to disable when this choice is selected')
+
+    requires_option_ids = fields.Many2many(
+        'fusion.wc.section.option',
+        'wc_flow_node_opt_requires_rel',
+        'node_option_id', 'option_id',
+        string='Requires Options',
+        help='Section options that become required when this choice is selected')
+
+    # Port key for connections — auto-generated from sequence
+    port_key = fields.Char(string='Port Key', compute='_compute_port_key',
+        store=True)
+
+    @api.depends('sequence', 'node_id')
+    def _compute_port_key(self):
+        for record in self:
+            record.port_key = 'opt_%d' % (record.sequence or 0)

fusion_quotations/models/wc_config_flow_step.py

@@ -0,0 +1,47 @@
+# -*- coding: utf-8 -*-
+
+from odoo import api, fields, models, _
+
+
+class ConfigFlowStep(models.Model):
+    _name = 'fusion.wc.config.flow.step'
+    _description = 'Configuration Flow Form Step'
+    _order = 'sequence, id'
+
+    flow_id = fields.Many2one('fusion.wc.config.flow', string='Flow',
+        required=True, ondelete='cascade', index=True)
+    sequence = fields.Integer(string='Sequence', default=10)
+    name = fields.Char(string='Step Name', required=True,
+        help='Display name shown in the step indicator, e.g. "Client Info", "Measurements"')
+
+    step_type = fields.Selection([
+        ('client_info', 'Client Information'),
+        ('measurements', 'Measurements'),
+        ('product_select', 'Product Selection'),
+        ('options', 'Options & Accessories'),
+        ('review', 'Review & Submit'),
+        ('custom', 'Custom Fields'),
+    ], string='Step Type', required=True, default='custom')
+
+    icon = fields.Char(string='Icon', default='fa-circle',
+        help='FontAwesome icon class for the step indicator')
+
+    # For product_select / options steps — which section to filter by
+    section_id = fields.Many2one('fusion.wc.section', string='Section',
+        help='Link to a wheelchair/equipment section for product filtering')
+    section_code = fields.Char(string='Section Code',
+        help='Alternative to section_id — match section by code. '
+             'Supports comma-separated codes for options steps.')
+
+    # For measurements / custom steps — JSON field definitions
+    fields_json = fields.Text(string='Field Definitions (JSON)',
+        help='JSON array of field definitions for dynamic rendering. '
+             'Each entry: {"name": "field_name", "label": "Display Label", '
+             '"type": "float|integer|selection|char|text|boolean", '
+             '"unit": "inches", "required": true, '
+             '"options": [["value", "Label"], ...]}')
+
+    help_text = fields.Text(string='Help Text',
+        help='Instructions displayed at the top of this step')
+    is_required = fields.Boolean(string='Required', default=True,
+        help='If true, this step must be completed before proceeding')

fusion_quotations/models/wc_section.py

@@ -0,0 +1,454 @@
+# -*- coding: utf-8 -*-
+
+from odoo import api, fields, models, _
+from odoo.exceptions import UserError
+import logging
+
+_logger = logging.getLogger(__name__)
+
+# =========================================================================
+# ADP device_type -> section code mapping
+# Maps each device_type string from fusion.adp.device.code to the
+# fusion.wc.section code where matched products should be placed.
+# =========================================================================
+DEVICE_TYPE_SECTION_MAP = {
+    # =================================================================
+    # MANUAL WHEELCHAIR FRAMES (Section 2b base devices)
+    # =================================================================
+    'Adult Standard Manual Type 1 Wheelchair': 'mw_frame',
+    'Adult Lightweight Standard Type 1 Wheelchair': 'mw_frame',
+    'Adult Lightweight Performance Type 3 Wheelchair': 'mw_frame',
+    'Adult Lightweight Performance Manual Wheelchair': 'mw_frame',
+    'Adult High Performance Rigid Type 4 Wheelchair': 'mw_frame',
+    'Adult High Performance Rigid Manual Wheelchair': 'mw_frame',
+    'Adult Manual Dynamic Tilt Type 5 Wheelchair': 'mw_frame',
+    'Adult Manual Dynamic Tilt Wheelchair': 'mw_frame',
+    'Standard Manual Wheelchair Frame with Manual Dynamic Tilt': 'mw_frame',
+    'Paediatric Lightweight Standard Type 1 Wheelchair': 'mw_frame',
+    'Paediatric Lightweight Performance Type 4 Wheelchair': 'mw_frame',
+    'Paediatric High Performance Rigid Type 4 Wheelchair': 'mw_frame',
+    'Paediatric High Performance Rigid Manual Wheelchair': 'mw_frame',
+    'Paediatric Manual Dynamic Tilt Type 5 Wheelchair': 'mw_frame',
+    'Paediatric Specific Specialty Stroller': 'mw_frame',
+
+    # =================================================================
+    # WALKER / ROLLATOR / AMBULATION AIDS FRAMES (Section 2a)
+    # =================================================================
+    'Adult Wheeled Walker Type 1': 'walker_frame',
+    'Adult Wheeled Walker Type 2': 'walker_frame',
+    'Adult Wheeled Walker Type 3': 'walker_frame',
+    'Paediatric Wheeled Walker Type 1': 'walker_frame',
+    'Paediatric Wheeled Walker Type 2': 'walker_frame',
+    'Paediatric Walking Frame': 'walker_frame',
+    'Paediatric Specific Walking Frame': 'walker_frame',
+    'Paediatric Standing Frame Type 1': 'walker_frame',
+    'Paediatric Standing Frame Type 2': 'walker_frame',
+    'Forearm Crutches': 'walker_frame',
+    'Walker Addons': 'walker_accessories',
+
+    # Walker ADP options (adolescent size upgrades)
+    'AA - Custom Modifications': 'walker_adp_options',
+
+    # =================================================================
+    # POWER BASE / SCOOTER FRAMES (Section 2c)
+    # =================================================================
+    'Adult Power Base Type 1': 'pw_frame',
+    'Adult Power Base Type 2': 'pw_frame',
+    'Adult Power Base Type 3': 'pw_frame',
+    'Paediatric Power Base Type 2': 'pw_frame',
+    'Paediatric Power Base Type 3': 'pw_frame',
+    'Power Scooter': 'pw_frame',
+
+    # Power base ADP funded options
+    'MW - Adjustable Tension Back Upholstery up to 18" Frame Width': 'pw_adp_options',
+    'MW - Adjustable Tension Back Upholstery over 18" Frame Width': 'pw_adp_options',
+    'PW - Adjustable Tension Back Upholstery up to 18" Frame Width': 'pw_adp_options',
+    'PW - Adjustable Tension Back Upholstery over 18" Frame Width': 'pw_adp_options',
+    'Midline Control': 'pw_adp_options',
+    'Manual Recline Option': 'pw_adp_options',
+    'Recliner Option': 'pw_adp_options',
+    'MW - Angle Adjustable Footplates (pair)': 'pw_adp_options',
+    'PW - Angle Adjustable Footplates (pair)': 'pw_adp_options',
+    'Manual Elevating Legrests (pair)': 'pw_adp_options',
+    'Elevating Legrests (pair)': 'pw_adp_options',
+    'Swingaway Mounting Bracket': 'pw_adp_options',
+    'One Piece 90/90 Front Riggings': 'pw_adp_options',
+    'Seat Package 1 for Power Bases': 'pw_adp_options',
+    'Seat Package 2 for Power Bases': 'pw_adp_options',
+    'PW - Oxygen Tank': 'pw_adp_options',
+    'MW - Oxygen Tank Holder': 'pw_adp_options',
+    'PW - Ventilator Tray': 'pw_adp_options',
+    'MW - Ventilator Tray': 'pw_adp_options',
+
+    # Power specialty controls (* require clinical rationale)
+    'Specialty Controls 1 Non Standard Joystick*': 'pw_specialty_controls',
+    'Specialty Controls 2 Chin/Rim Control*': 'pw_specialty_controls',
+    'Specialty Controls 3 Simple Touch*': 'pw_specialty_controls',
+    'Specialty Controls 4 Proximity Control*': 'pw_specialty_controls',
+    'Specialty Controls 5 Breath Control*': 'pw_specialty_controls',
+    'Specialty Controls 6 Scanners*': 'pw_specialty_controls',
+    'Auto Correction System*': 'pw_specialty_controls',
+
+    # Power positioning devices (require Justification for Funding Chart)
+    'Power Tilt Only': 'pw_positioning',
+    'Power Recline Only': 'pw_positioning',
+    'Power Tilt and Recline': 'pw_positioning',
+    'Power Elevating Footrests': 'pw_positioning',
+    'Multi-function Control Box': 'pw_positioning',
+    'Power Add-On Device': 'pw_positioning',
+
+    # =================================================================
+    # SEATING – SEAT CUSHION (shared across wheelchair types)
+    # =================================================================
+    'Seat Cushion': 'seat_cushion',
+    'Seat Cushion Cover(s)': 'seat_cushion_cover',
+    'Seat Options': 'seat_options',
+    'Seat Hardware': 'seat_hardware',
+    'Pommel/Adductors': 'pommel',
+    'Pommel Hardware': 'pommel_hardware',
+
+    # =================================================================
+    # SEATING – BACK SUPPORT
+    # =================================================================
+    'Back Support': 'back_support',
+    'Back Support Options': 'back_support_options',
+    'Back Cover': 'back_cover',
+    'Back Hardware': 'back_hardware',
+
+    # =================================================================
+    # SEATING – COMPLETE ASSEMBLY
+    # =================================================================
+    'Complete Assembly': 'complete_assembly',
+
+    # =================================================================
+    # SEATING – HEADREST / NECKREST
+    # =================================================================
+    'Headrest/Neckrest': 'headrest',
+    'Headrest/Neckrest Options': 'headrest_options',
+    'Headrest/Neckrest Hardware': 'headrest_hardware',
+
+    # =================================================================
+    # SEATING – POSITIONING BELTS
+    # =================================================================
+    'Positioning Belts': 'positioning_belts',
+    'Positioning Belts Options': 'positioning_belt_options',
+
+    # =================================================================
+    # SEATING – ARM SUPPORT
+    # =================================================================
+    'Arm Support(s)': 'arm_support',
+    'Arm Support Options': 'arm_support_options',
+    'Arm Support Hardware': 'arm_support_hardware',
+
+    # =================================================================
+    # SEATING – TRAY
+    # =================================================================
+    'Tray': 'tray',
+    'Tray Options': 'tray_options',
+
+    # =================================================================
+    # SEATING – LATERAL SUPPORT
+    # =================================================================
+    'Lateral Support(s)': 'lateral_support',
+    'Lateral Support Options': 'lateral_support_options',
+    'Lateral Support Hardware': 'lateral_support_hardware',
+
+    # =================================================================
+    # SEATING – FOOT / LEG SUPPORT
+    # =================================================================
+    'Foot/Leg Support(s)': 'foot_leg_support',
+    'Foot/Leg Support Options': 'foot_leg_support_options',
+    'Foot/Leg Support Hardware': 'foot_leg_support_hardware',
+
+    # =================================================================
+    # MANUAL WHEELCHAIR ACCESSORIES (Section 2b options/extras)
+    # =================================================================
+    'Amputee Axle Plates (pair)': 'mw_accessories',
+    'Caster Pin Locks (pair)': 'mw_accessories',
+    'Clothing Guards': 'mw_accessories',
+    'Grade Aids (pair)': 'mw_accessories',
+    'Heavy Duty Cross Braces & Upholstery': 'mw_accessories',
+    'One Arm/Lever Drive': 'mw_accessories',
+    'Plastic Coated Handrims': 'mw_accessories',
+    'Projected Handrims (pair)': 'mw_accessories',
+    'Quick Release Axles (pair)': 'mw_accessories',
+    'Spoke Protectors (pair)': 'mw_accessories',
+    'Stroller Handles/Paediatric': 'mw_accessories',
+    'Titanium Frame *': 'mw_accessories',
+    'Uni-Lateral Wheel Lock': 'mw_accessories',
+    'Unilateral Hand Brake': 'mw_accessories',
+
+    # =================================================================
+    # MW ADP UPCHARGE / MODIFICATION CODES
+    # =================================================================
+    'MW - Seat Width Required is Greater Than 18"': 'mw_adp_options',
+    'MW - Seat Depth Required is Greater Than 18"': 'mw_adp_options',
+    'MW - Heavy Duty Model, Client Weight Exceeds 250 Lbs': 'mw_adp_options',
+    'MW - Heavy Duty Model, Client Weight Exceeds 350 Lbs': 'mw_adp_options',
+    'MW - Heavy Duty Model, Client Weight Exceeds 400 Lbs': 'mw_adp_options',
+    'MW - Custom Modifications': 'mw_adp_options',
+
+    # =================================================================
+    # PW ADP UPCHARGE / MODIFICATION CODES
+    # =================================================================
+    'PW - Seat Width Required is Greater Than 18"': 'pw_adp_options',
+    'PW - Seat Depth Required is Greater Than 18"': 'pw_adp_options',
+    'PW - Heavy Duty Model, Client Weight Exceeds 250 Lbs': 'pw_adp_options',
+    'PW - Heavy Duty Model, Client Weight Exceeds 350 Lbs': 'pw_adp_options',
+    'PW - Heavy Duty Model, Client Weight Exceeds 400 Lbs': 'pw_adp_options',
+    'PW - Custom Modifications': 'pw_adp_options',
+    'SE - Custom Modifications': 'pw_adp_options',
+}
+
+
+class WheelchairSection(models.Model):
+    _name = 'fusion.wc.section'
+    _description = 'Wheelchair Configuration Section'
+    _order = 'sequence, id'
+
+    name = fields.Char(string='Name', required=True)
+    code = fields.Char(string='Code', required=True, index=True,
+        help='Unique identifier e.g. frame, cushion, backrest')
+    sequence = fields.Integer(string='Sequence', default=10)
+    active = fields.Boolean(string='Active', default=True)
+
+    equipment_type = fields.Selection(
+        selection='_get_equipment_type_selection',
+        string='Equipment Type', default='both', required=True)
+
+    @api.model
+    def _get_equipment_type_selection(self):
+        types = self.env['fusion.equipment.type'].sudo().search([], order='sequence')
+        if types:
+            result = [(t.code, t.name) for t in types]
+            # Group options for shared sections
+            result.append(('wheelchair', 'All Wheelchairs (Manual + Power)'))
+            result.append(('both', 'All Equipment Types'))
+            return result
+        return [
+            ('manual_wheelchair', 'Manual Wheelchair'),
+            ('power_wheelchair', 'Power Wheelchair'),
+            ('walker', 'Walker / Ambulation Aid'),
+            ('wheelchair', 'All Wheelchairs (Manual + Power)'),
+            ('both', 'All Equipment Types'),
+        ]
+
+    icon = fields.Char(string='Icon', help='FontAwesome icon class e.g. fa-wheelchair')
+    description = fields.Text(string='Description',
+        help='Help text shown to sales reps during assessment')
+
+    # Section behavior flags
+    is_adp_options_section = fields.Boolean(string='ADP Options Section',
+        help='If true, this section shows as a checkbox grid of ADP funded options')
+    has_build_type = fields.Boolean(string='Has Build Type',
+        help='If true, shows Modular / Custom Fabricated toggle for items in this section')
+    allow_multiple = fields.Boolean(string='Allow Multiple', default=True,
+        help='Can select multiple products in this section')
+    required = fields.Boolean(string='Required', default=False,
+        help='Must have at least one selection')
+
+    # Measurement fields configuration
+    has_width = fields.Boolean(string='Collect Width')
+    has_depth = fields.Boolean(string='Collect Depth')
+    has_height = fields.Boolean(string='Collect Height')
+    has_length = fields.Boolean(string='Collect Length')
+
+    width_label = fields.Char(string='Width Label', default='Width (inches)')
+    depth_label = fields.Char(string='Depth Label', default='Depth (inches)')
+    height_label = fields.Char(string='Height Label', default='Height (inches)')
+    length_label = fields.Char(string='Length Label', default='Length (inches)')
+
+    # Product filter for custom search
+    product_category_id = fields.Many2one('product.category',
+        string='Product Category Filter',
+        help='Default category to filter products when searching in this section')
+
+    # Hierarchy
+    parent_id = fields.Many2one('fusion.wc.section', string='Parent Section',
+        ondelete='cascade', index=True)
+    child_ids = fields.One2many('fusion.wc.section', 'parent_id',
+        string='Sub-Sections')
+
+    # Options
+    option_ids = fields.One2many('fusion.wc.section.option', 'section_id',
+        string='Product Options')
+    option_count = fields.Integer(string='Options', compute='_compute_option_count')
+
+    @api.depends('option_ids')
+    def _compute_option_count(self):
+        for record in self:
+            record.option_count = len(record.option_ids)
+
+    @api.depends('name', 'code')
+    def _compute_display_name(self):
+        for record in self:
+            if record.parent_id:
+                record.display_name = f"{record.parent_id.name} / {record.name}"
+            else:
+                record.display_name = record.name or ''
+
+    # =====================================================================
+    # AUTO-POPULATE OPTIONS FROM INVENTORY
+    # =====================================================================
+    def action_auto_populate_options(self):
+        """Auto-populate product options for THIS section by matching
+        products in inventory whose ADP device code maps to this section
+        via the ADP device type lookup.
+
+        Called from a button on the section form view.
+        """
+        self.ensure_one()
+        stats = self._populate_section_from_products()
+        return {
+            'type': 'ir.actions.client',
+            'tag': 'display_notification',
+            'params': {
+                'title': _('Auto-Populate Complete'),
+                'message': _(
+                    'Section "%(section)s": %(added)d products added, '
+                    '%(skipped)d already existed, %(unmapped)d unmapped.',
+                    section=self.name,
+                    added=stats['added'],
+                    skipped=stats['skipped'],
+                    unmapped=stats['unmapped'],
+                ),
+                'type': 'success',
+                'sticky': False,
+            },
+        }
+
+    @api.model
+    def action_auto_populate_all_sections(self):
+        """Auto-populate ALL sections at once. Called from a menu action."""
+        sections = self.search([])
+        totals = {'added': 0, 'skipped': 0, 'unmapped': 0}
+        section_results = []
+
+        for section in sections:
+            stats = section._populate_section_from_products()
+            totals['added'] += stats['added']
+            totals['skipped'] += stats['skipped']
+            totals['unmapped'] += stats['unmapped']
+            if stats['added'] > 0:
+                section_results.append(f"{section.name}: +{stats['added']}")
+
+        details = ', '.join(section_results) if section_results else 'No new products found'
+
+        return {
+            'type': 'ir.actions.client',
+            'tag': 'display_notification',
+            'params': {
+                'title': _('Auto-Populate All Sections Complete'),
+                'message': _(
+                    'Total: %(added)d products added across all sections. '
+                    '%(skipped)d already existed. '
+                    '%(unmapped)d products had unmapped device types.\n'
+                    '%(details)s',
+                    added=totals['added'],
+                    skipped=totals['skipped'],
+                    unmapped=totals['unmapped'],
+                    details=details,
+                ),
+                'type': 'success',
+                'sticky': True,
+            },
+        }
+
+    def _populate_section_from_products(self):
+        """Find products whose ADP device type maps to this section,
+        and create one fusion.wc.section.option per product *template*.
+
+        Variants (size, colour, etc.) live under the template and are
+        selected when the sales rep adds the item to an assessment.
+        This keeps the option list compact and manageable.
+
+        Returns dict with counts: {added, skipped, unmapped}
+        """
+        self.ensure_one()
+        SectionOption = self.env['fusion.wc.section.option'].sudo()
+        ADPDevice = self.env['fusion.adp.device.code'].sudo()
+        ProductTemplate = self.env['product.template'].sudo()
+
+        # Build reverse map: which device_types map to THIS section's code
+        my_device_types = [
+            dtype for dtype, section_code in DEVICE_TYPE_SECTION_MAP.items()
+            if section_code == self.code
+        ]
+
+        if not my_device_types:
+            return {'added': 0, 'skipped': 0, 'unmapped': 0}
+
+        # Find ADP device codes with matching device_type
+        matching_adp_codes = ADPDevice.search([
+            ('device_type', 'in', my_device_types),
+            ('active', '=', True),
+        ])
+        adp_code_strings = matching_adp_codes.mapped('device_code')
+
+        if not adp_code_strings:
+            return {'added': 0, 'skipped': 0, 'unmapped': 0}
+
+        # Find product templates with those ADP codes
+        products = ProductTemplate.search([
+            ('x_fc_adp_device_code', 'in', adp_code_strings),
+        ])
+
+        if not products:
+            return {'added': 0, 'skipped': 0, 'unmapped': 0}
+
+        # Get existing option template IDs for this section (avoid duplicates)
+        existing_tmpl_ids = set(
+            SectionOption.search([
+                ('section_id', '=', self.id),
+            ]).mapped('product_tmpl_id.id')
+        )
+
+        # Pre-fetch build types: ADP code -> build_type
+        build_type_cache = {}
+        for adp_code_str in set(products.mapped('x_fc_adp_device_code')):
+            adp_device = ADPDevice.search([
+                ('device_code', '=', adp_code_str),
+                ('active', '=', True),
+            ], limit=1)
+            build_type = 'both'
+            if adp_device and adp_device.build_type:
+                if adp_device.build_type == 'modular':
+                    build_type = 'modular'
+                elif adp_device.build_type == 'custom_fabricated':
+                    build_type = 'custom_fabricated'
+            build_type_cache[adp_code_str] = build_type
+
+        added = 0
+        skipped = 0
+        unmapped = 0
+
+        # Batch-create one option record per product template
+        vals_list = []
+        for tmpl in products:
+            if tmpl.id in existing_tmpl_ids:
+                skipped += 1
+                continue
+
+            adp_code = tmpl.x_fc_adp_device_code
+            build_type = build_type_cache.get(adp_code, 'both')
+
+            vals_list.append({
+                'section_id': self.id,
+                'product_tmpl_id': tmpl.id,
+                'is_standard': True,
+                'available_build_types': build_type,
+                'sequence': 10 + added,
+            })
+            added += 1
+            existing_tmpl_ids.add(tmpl.id)
+
+        # Bulk create for performance
+        if vals_list:
+            SectionOption.create(vals_list)
+
+        _logger.info(
+            'Section "%s" auto-populate: %d product templates added, '
+            '%d already existed, %d unmapped',
+            self.name, added, skipped, unmapped,
+        )
+        return {'added': added, 'skipped': skipped, 'unmapped': unmapped}

fusion_quotations/models/wc_section_option.py

@@ -0,0 +1,78 @@
+# -*- coding: utf-8 -*-
+
+from odoo import api, fields, models, _
+
+
+class WheelchairSectionOption(models.Model):
+    _name = 'fusion.wc.section.option'
+    _description = 'Wheelchair Section Product Option'
+    _order = 'is_standard desc, sequence, id'
+
+    section_id = fields.Many2one('fusion.wc.section', string='Section',
+        required=True, ondelete='cascade', index=True)
+
+    # ── Parent product (template level) ──
+    product_tmpl_id = fields.Many2one('product.template',
+        string='Product', required=True, index=True,
+        help='The parent product. Variants (size, colour) are chosen '
+             'when the sales rep adds this item to an assessment.')
+
+    sequence = fields.Integer(string='Sequence', default=10)
+
+    is_standard = fields.Boolean(string='Standard Option', default=False,
+        help='Standard options are shown prominently; non-standard found via search')
+
+    # ── Variant count (computed) ──
+    variant_count = fields.Integer(string='Variants',
+        compute='_compute_variant_count')
+
+    # ── ADP info (from template) ──
+    adp_device_code = fields.Char(string='ADP Code',
+        related='product_tmpl_id.x_fc_adp_device_code', readonly=True)
+    adp_price = fields.Float(string='ADP Price',
+        related='product_tmpl_id.x_fc_adp_price', readonly=True)
+    list_price = fields.Float(string='Sale Price',
+        related='product_tmpl_id.list_price', readonly=True)
+
+    # Build type applicability (for seating sections)
+    available_build_types = fields.Selection([
+        ('modular', 'Modular Only'),
+        ('custom_fabricated', 'Custom Fabricated Only'),
+        ('both', 'Both'),
+    ], string='Build Types', default='both',
+        help='Which build types this option is available for')
+
+    requires_clinical_rationale = fields.Boolean(string='Requires Clinical Rationale',
+        help='Sales rep must provide clinical rationale when selecting this option')
+
+    # Compatibility rules
+    incompatible_option_ids = fields.Many2many(
+        'fusion.wc.section.option',
+        'wc_option_incompatible_rel',
+        'option_id', 'incompatible_option_id',
+        string='Incompatible With',
+        help='Cannot be selected together with these options')
+    requires_option_ids = fields.Many2many(
+        'fusion.wc.section.option',
+        'wc_option_requires_rel',
+        'option_id', 'required_option_id',
+        string='Requires Options',
+        help='These options must be selected first')
+
+    @api.depends('product_tmpl_id')
+    def _compute_variant_count(self):
+        for record in self:
+            if record.product_tmpl_id:
+                record.variant_count = record.product_tmpl_id.product_variant_count
+            else:
+                record.variant_count = 0
+
+    @api.depends('product_tmpl_id', 'section_id')
+    def _compute_display_name(self):
+        for record in self:
+            parts = []
+            if record.section_id:
+                parts.append(record.section_id.name)
+            if record.product_tmpl_id:
+                parts.append(record.product_tmpl_id.display_name)
+            record.display_name = ' / '.join(parts) if parts else ''

fusion_quotations/models/wc_upcharge_rule.py

@@ -0,0 +1,109 @@
+# -*- coding: utf-8 -*-
+
+from odoo import api, fields, models, _
+
+
+class WheelchairUpchargeRule(models.Model):
+    _name = 'fusion.wc.upcharge.rule'
+    _description = 'Wheelchair Upcharge Rule'
+    _order = 'sequence, id'
+
+    name = fields.Char(string='Name', required=True,
+        help='e.g. "Width > 18 inches (WAMA)"')
+    active = fields.Boolean(string='Active', default=True)
+    sequence = fields.Integer(string='Sequence', default=10)
+
+    # Trigger configuration
+    trigger_type = fields.Selection([
+        ('measurement', 'Measurement Threshold'),
+        ('weight', 'Client Weight'),
+        ('dimension_mismatch', 'Dimension Mismatch'),
+    ], string='Trigger Type', required=True)
+
+    # For measurement triggers
+    measurement_field = fields.Selection([
+        ('seat_width', 'Seat Width'),
+        ('seat_depth', 'Seat Depth'),
+        ('back_width', 'Backrest Width'),
+        ('back_height', 'Back Height'),
+        ('seat_to_floor', 'Seat to Floor Height'),
+        ('leg_rest_length', 'Leg Rest Length'),
+    ], string='Measurement Field')
+    comparison = fields.Selection([
+        ('gt', 'Greater Than'),
+        ('gte', 'Greater Than or Equal'),
+        ('lt', 'Less Than'),
+        ('eq', 'Equal To'),
+        ('neq', 'Not Equal To'),
+    ], string='Comparison', default='gt')
+    threshold_value = fields.Float(string='Threshold Value',
+        help='e.g. 18.0 for WAMA width threshold')
+
+    # For weight triggers
+    weight_min = fields.Float(string='Min Weight (lbs)',
+        help='Trigger when client weight exceeds this value')
+    weight_max = fields.Float(string='Max Weight (lbs)',
+        help='Upper bound (0 or empty = no upper limit)')
+
+    # For dimension mismatch
+    compare_field_1 = fields.Selection([
+        ('seat_width', 'Seat Width'),
+        ('back_width', 'Backrest Width'),
+        ('seat_depth', 'Seat Depth'),
+    ], string='Compare Field 1')
+    compare_field_2 = fields.Selection([
+        ('seat_width', 'Seat Width'),
+        ('back_width', 'Backrest Width'),
+        ('seat_depth', 'Seat Depth'),
+    ], string='Compare Field 2')
+
+    # What to add when triggered
+    adp_device_code = fields.Char(string='ADP Device Code', required=True,
+        help='ADP code to add (e.g. WAMA, WAMB, WAMF)')
+    product_id = fields.Many2one('product.product', string='Product to Add',
+        help='If set, this product will be added to the quotation. '
+             'If empty, a generic line is created from the ADP code.')
+
+    # Equipment type applicability
+    equipment_type = fields.Selection(
+        selection='_get_equipment_type_selection',
+        string='Equipment Type', default='both', required=True)
+
+    @api.model
+    def _get_equipment_type_selection(self):
+        types = self.env['fusion.equipment.type'].sudo().search([], order='sequence')
+        if types:
+            result = [(t.code, t.name) for t in types]
+            result.append(('both', 'Both (All Types)'))
+            return result
+        return [
+            ('manual_wheelchair', 'Manual Wheelchair'),
+            ('power_wheelchair', 'Power Wheelchair'),
+            ('both', 'Both'),
+        ]
+
+    # Mutual exclusion
+    mutually_exclusive_group = fields.Char(string='Exclusive Group',
+        help='Rules in the same group are mutually exclusive '
+             '(only the highest-priority matching rule applies). '
+             'e.g. "weight" for WAMF/WAMG/WAMH')
+
+    description = fields.Text(string='Description',
+        help='Explanation shown to the sales rep when this rule triggers')
+
+    # Linked ADP device code record (for price lookup)
+    adp_device_code_id = fields.Many2one('fusion.adp.device.code',
+        string='ADP Device Code Record',
+        compute='_compute_adp_device_code_id', store=True)
+
+    @api.depends('adp_device_code')
+    def _compute_adp_device_code_id(self):
+        ADPDevice = self.env['fusion.adp.device.code'].sudo()
+        for record in self:
+            if record.adp_device_code:
+                record.adp_device_code_id = ADPDevice.search(
+                    [('device_code', '=', record.adp_device_code), ('active', '=', True)],
+                    limit=1
+                )
+            else:
+                record.adp_device_code_id = False

fusion_quotations/security/ir.model.access.csv

@@ -0,0 +1,30 @@
+id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
+access_wc_section_user,fusion.wc.section.user,model_fusion_wc_section,base.group_user,1,0,0,0
+access_wc_section_manager,fusion.wc.section.manager,model_fusion_wc_section,sales_team.group_sale_manager,1,1,1,1
+access_wc_section_portal,fusion.wc.section.portal,model_fusion_wc_section,base.group_portal,1,0,0,0
+access_wc_section_option_user,fusion.wc.section.option.user,model_fusion_wc_section_option,base.group_user,1,0,0,0
+access_wc_section_option_manager,fusion.wc.section.option.manager,model_fusion_wc_section_option,sales_team.group_sale_manager,1,1,1,1
+access_wc_section_option_portal,fusion.wc.section.option.portal,model_fusion_wc_section_option,base.group_portal,1,0,0,0
+access_wc_upcharge_rule_user,fusion.wc.upcharge.rule.user,model_fusion_wc_upcharge_rule,base.group_user,1,0,0,0
+access_wc_upcharge_rule_manager,fusion.wc.upcharge.rule.manager,model_fusion_wc_upcharge_rule,sales_team.group_sale_manager,1,1,1,1
+access_wc_upcharge_rule_portal,fusion.wc.upcharge.rule.portal,model_fusion_wc_upcharge_rule,base.group_portal,1,0,0,0
+access_wc_assessment_salesman,fusion.wc.assessment.salesman,model_fusion_wc_assessment,sales_team.group_sale_salesman,1,1,1,0
+access_wc_assessment_manager,fusion.wc.assessment.manager,model_fusion_wc_assessment,sales_team.group_sale_manager,1,1,1,1
+access_wc_assessment_portal,fusion.wc.assessment.portal,model_fusion_wc_assessment,base.group_portal,1,1,1,0
+access_wc_assessment_line_salesman,fusion.wc.assessment.line.salesman,model_fusion_wc_assessment_line,sales_team.group_sale_salesman,1,1,1,1
+access_wc_assessment_line_manager,fusion.wc.assessment.line.manager,model_fusion_wc_assessment_line,sales_team.group_sale_manager,1,1,1,1
+access_wc_assessment_line_portal,fusion.wc.assessment.line.portal,model_fusion_wc_assessment_line,base.group_portal,1,1,1,0
+access_wc_config_flow_user,fusion.wc.config.flow.user,model_fusion_wc_config_flow,base.group_user,1,0,0,0
+access_wc_config_flow_manager,fusion.wc.config.flow.manager,model_fusion_wc_config_flow,sales_team.group_sale_manager,1,1,1,1
+access_wc_config_flow_node_user,fusion.wc.config.flow.node.user,model_fusion_wc_config_flow_node,base.group_user,1,0,0,0
+access_wc_config_flow_node_manager,fusion.wc.config.flow.node.manager,model_fusion_wc_config_flow_node,sales_team.group_sale_manager,1,1,1,1
+access_wc_config_flow_connection_user,fusion.wc.config.flow.connection.user,model_fusion_wc_config_flow_connection,base.group_user,1,0,0,0
+access_wc_config_flow_connection_manager,fusion.wc.config.flow.connection.manager,model_fusion_wc_config_flow_connection,sales_team.group_sale_manager,1,1,1,1
+access_wc_config_flow_node_option_user,fusion.wc.config.flow.node.option.user,model_fusion_wc_config_flow_node_option,base.group_user,1,0,0,0
+access_wc_config_flow_node_option_manager,fusion.wc.config.flow.node.option.manager,model_fusion_wc_config_flow_node_option,sales_team.group_sale_manager,1,1,1,1
+access_equipment_type_user,fusion.equipment.type.user,model_fusion_equipment_type,base.group_user,1,0,0,0
+access_equipment_type_manager,fusion.equipment.type.manager,model_fusion_equipment_type,sales_team.group_sale_manager,1,1,1,1
+access_equipment_type_portal,fusion.equipment.type.portal,model_fusion_equipment_type,base.group_portal,1,0,0,0
+access_wc_config_flow_step_user,fusion.wc.config.flow.step.user,model_fusion_wc_config_flow_step,base.group_user,1,0,0,0
+access_wc_config_flow_step_manager,fusion.wc.config.flow.step.manager,model_fusion_wc_config_flow_step,sales_team.group_sale_manager,1,1,1,1
+access_wc_config_flow_step_portal,fusion.wc.config.flow.step.portal,model_fusion_wc_config_flow_step,base.group_portal,1,0,0,0

fusion_quotations/security/security.xml

@@ -0,0 +1,37 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <!-- Portal sales rep: own assessments only -->
+    <record id="rule_wc_assessment_portal" model="ir.rule">
+        <field name="name">Portal: Own WC Assessments</field>
+        <field name="model_id" ref="model_fusion_wc_assessment"/>
+        <field name="domain_force">[('sales_rep_id', '=', user.id)]</field>
+        <field name="groups" eval="[(4, ref('base.group_portal'))]"/>
+        <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>
+
+    <!-- Portal: assessment lines follow assessment access -->
+    <record id="rule_wc_assessment_line_portal" model="ir.rule">
+        <field name="name">Portal: Own WC Assessment Lines</field>
+        <field name="model_id" ref="model_fusion_wc_assessment_line"/>
+        <field name="domain_force">[('assessment_id.sales_rep_id', '=', user.id)]</field>
+        <field name="groups" eval="[(4, ref('base.group_portal'))]"/>
+        <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>
+
+    <!-- IR Sequence for assessment references -->
+    <record id="seq_wc_assessment" model="ir.sequence">
+        <field name="name">Wheelchair Assessment</field>
+        <field name="code">fusion.wc.assessment</field>
+        <field name="prefix">WCA-</field>
+        <field name="padding">4</field>
+        <field name="company_id" eval="False"/>
+    </record>
+
+</odoo>

fusion_quotations/static/src/css/quotation_form.css

@@ -0,0 +1,410 @@
+/* =================================================================
+   Wheelchair Assessment Form — Dark / Light Compatible
+   Uses Bootstrap 5.3 CSS custom properties for full theme support.
+   No color-mix(), no absolute connectors, no transform overlap.
+   ================================================================= */
+
+.wc-assessment-form {
+    max-width: 1000px;
+    margin: 0 auto;
+    padding: 0 15px;
+}
+
+/* -----------------------------------------------------------------
+   Step Indicators — always visible, solid colours, no opacity tricks
+   ----------------------------------------------------------------- */
+.wc-steps {
+    border-bottom: 2px solid var(--bs-border-color, #dee2e6);
+    padding-bottom: 1rem;
+    margin-bottom: 1.5rem;
+}
+
+.wc-step-indicator {
+    cursor: pointer;
+    transition: none;
+}
+
+.wc-step-number {
+    width: 36px;
+    height: 36px;
+    background: #e9ecef;
+    color: #6c757d;
+    font-weight: 700;
+    font-size: 14px;
+    border-radius: 50%;
+    display: inline-flex;
+    align-items: center;
+    justify-content: center;
+}
+
+.wc-step-label {
+    font-size: 0.72rem;
+    color: #6c757d;
+    letter-spacing: 0.02em;
+}
+
+/* Active step — blue circle */
+.wc-step-indicator.active .wc-step-number {
+    background: #0d6efd;
+    color: #fff;
+    box-shadow: 0 0 0 4px rgba(13, 110, 253, 0.2);
+}
+
+.wc-step-indicator.active .wc-step-label {
+    color: #0d6efd;
+    font-weight: 600;
+}
+
+/* Completed step — green circle with checkmark */
+.wc-step-indicator.completed .wc-step-number {
+    background: #198754;
+    color: #fff;
+}
+
+.wc-step-indicator.completed .wc-step-label {
+    color: #198754;
+    font-weight: 500;
+}
+
+/* -----------------------------------------------------------------
+   Step panels — NO animation (animation creates stacking context
+   that traps z-index, breaking search dropdowns)
+   ----------------------------------------------------------------- */
+.wc-step {
+    position: relative;
+}
+
+/* -----------------------------------------------------------------
+   Step 1 Section Cards  (Client, Equipment)
+   ----------------------------------------------------------------- */
+.wc-section-card {
+    border: 1px solid var(--bs-border-color);
+    border-radius: 0.75rem;
+}
+
+.wc-section-card > .card-header {
+    background: var(--bs-tertiary-bg);
+    border-bottom: 1px solid var(--bs-border-color);
+    padding: 0.65rem 1rem;
+    border-radius: 0.75rem 0.75rem 0 0;
+}
+
+.wc-section-card > .card-header h5 {
+    font-size: 0.9rem;
+    font-weight: 600;
+    color: var(--bs-body-color);
+}
+
+.wc-section-card > .card-body {
+    padding: 1rem;
+}
+
+/* -----------------------------------------------------------------
+   Radio Buttons as Toggles — hardcoded colours, no CSS variables.
+   JS sets inline styles as belt-and-suspenders.
+   ----------------------------------------------------------------- */
+.wc-radio-btn {
+    position: relative;
+    padding: 0.5rem 1rem;
+    border: 2px solid #0d6efd;
+    color: #0d6efd;
+    background: transparent;
+    border-radius: 0.375rem;
+    cursor: pointer;
+    font-weight: 500;
+    transition: background-color 0.15s ease, color 0.15s ease;
+}
+
+.wc-radio-btn input[type="radio"] {
+    position: absolute;
+    width: 0;
+    height: 0;
+    opacity: 0;
+    pointer-events: none;
+    margin: 0;
+    padding: 0;
+}
+
+/* Primary variant — selected */
+.wc-radio-btn.active {
+    background-color: #0d6efd !important;
+    color: #fff !important;
+    border-color: #0d6efd !important;
+}
+
+/* Secondary variant (.btn-outline-secondary) — unselected */
+.wc-radio-btn.btn-outline-secondary {
+    border-color: #6c757d;
+    color: #6c757d;
+}
+
+/* Secondary variant — selected */
+.wc-radio-btn.btn-outline-secondary.active {
+    background-color: #6c757d !important;
+    color: #fff !important;
+    border-color: #6c757d !important;
+}
+
+/* -----------------------------------------------------------------
+   Measurement Fields
+   ----------------------------------------------------------------- */
+.wc-measurement-field {
+    background: var(--bs-tertiary-bg);
+    transition: border-color 0.2s, box-shadow 0.2s;
+    border-radius: 0.5rem !important;
+}
+
+.wc-measurement-field:focus-within {
+    border-color: var(--bs-primary) !important;
+    box-shadow: 0 0 0 3px rgba(var(--bs-primary-rgb), 0.12);
+}
+
+.wc-upcharge-badge {
+    white-space: nowrap;
+    font-size: 0.75rem;
+}
+
+/* -----------------------------------------------------------------
+   Option Cards  (seating sections, ADP options, accessories)
+   ----------------------------------------------------------------- */
+.wc-option-card {
+    cursor: pointer;
+    transition: border-color 0.15s ease, box-shadow 0.15s ease, background-color 0.15s ease;
+    border: 1px solid var(--bs-border-color);
+    border-radius: 0.5rem !important;
+    background: var(--bs-body-bg);
+}
+
+.wc-option-card:hover {
+    border-color: rgba(var(--bs-primary-rgb), 0.5);
+    box-shadow: 0 2px 8px rgba(0, 0, 0, 0.06);
+}
+
+.wc-option-card.border-primary {
+    border-width: 2px !important;
+    border-color: var(--bs-primary) !important;
+    background-color: var(--bs-primary-bg-subtle) !important;
+}
+
+.wc-option-card .card-body {
+    padding: 0.625rem 0.75rem !important;
+}
+
+/* Option card label */
+.wc-option-label {
+    font-size: 0.82rem;
+    line-height: 1.4;
+    flex: 1;
+    min-width: 0;
+    word-wrap: break-word;
+}
+
+/* -----------------------------------------------------------------
+   Search Containers — z-index must beat ALL sibling content below.
+   position:relative creates a stacking context so the absolute
+   dropdown inside floats above everything that follows.
+   ----------------------------------------------------------------- */
+.wc-search-container {
+    position: relative;
+    z-index: 100;
+}
+
+/* -----------------------------------------------------------------
+   Search Dropdowns  (client, frame, section product search)
+   position:absolute + high z-index within the search container
+   ----------------------------------------------------------------- */
+.wc-search-results,
+#clientSearchResults,
+#frameSearchResults {
+    position: absolute;
+    z-index: 1060;
+    width: 100%;
+    background: var(--bs-body-bg);
+    box-shadow: 0 8px 30px rgba(0, 0, 0, 0.18);
+    border-radius: 0 0 0.5rem 0.5rem;
+    border: 1px solid var(--bs-border-color);
+    border-top: none;
+    max-height: 300px;
+    overflow-y: auto;
+}
+
+.wc-search-results .list-group-item,
+#clientSearchResults .list-group-item,
+#frameSearchResults .list-group-item {
+    padding: 0.625rem 0.875rem;
+    font-size: 0.875rem;
+    background: var(--bs-body-bg);
+    color: var(--bs-body-color);
+    border-color: var(--bs-border-color);
+    transition: background 0.1s ease;
+    cursor: pointer;
+}
+
+.wc-search-results .list-group-item:hover,
+#clientSearchResults .list-group-item:hover,
+#frameSearchResults .list-group-item:hover {
+    background: var(--bs-tertiary-bg);
+}
+
+/* -----------------------------------------------------------------
+   Selected Frame Card
+   ----------------------------------------------------------------- */
+#selectedFrame > .card {
+    border-left: 4px solid var(--bs-primary);
+    background: var(--bs-primary-bg-subtle);
+    border-radius: 0.5rem;
+}
+
+/* -----------------------------------------------------------------
+   Frame Configurator Panel
+   ----------------------------------------------------------------- */
+.wc-configurator-panel {
+    background: var(--bs-tertiary-bg);
+    border: 1px solid var(--bs-border-color);
+    border-radius: 0.5rem;
+    padding: 1rem;
+    margin-top: 0.75rem;
+}
+
+.wc-configurator-panel .wc-config-title {
+    font-size: 0.82rem;
+    font-weight: 600;
+    text-transform: uppercase;
+    letter-spacing: 0.04em;
+    color: var(--bs-secondary-color);
+    margin-bottom: 0.75rem;
+    padding-bottom: 0.5rem;
+    border-bottom: 1px solid var(--bs-border-color);
+}
+
+.wc-configurator-panel .wc-config-title i {
+    color: var(--bs-primary);
+}
+
+.wc-config-attr-group {
+    margin-bottom: 0.625rem;
+}
+
+.wc-config-attr-group .wc-config-attr-label {
+    font-size: 0.75rem;
+    font-weight: 600;
+    text-transform: uppercase;
+    letter-spacing: 0.04em;
+    color: var(--bs-secondary-color);
+    margin-bottom: 0.25rem;
+}
+
+.wc-config-attr-group .form-select {
+    border-color: var(--bs-border-color);
+    background-color: var(--bs-body-bg);
+    font-size: 0.875rem;
+    border-radius: 0.375rem;
+}
+
+.wc-config-attr-group .form-select:focus {
+    border-color: var(--bs-primary);
+    box-shadow: 0 0 0 3px rgba(var(--bs-primary-rgb), 0.12);
+}
+
+.wc-variant-resolved {
+    display: inline-flex;
+    align-items: center;
+    gap: 0.375rem;
+    padding: 0.35em 0.65em;
+    font-size: 0.8rem;
+    font-weight: 500;
+    background: rgba(var(--bs-success-rgb), 0.1);
+    color: var(--bs-success);
+    border: 1px solid rgba(var(--bs-success-rgb), 0.25);
+    border-radius: 2rem;
+    margin-top: 0.5rem;
+}
+
+/* -----------------------------------------------------------------
+   Accordion Sections  (Step 4 seating)
+   ----------------------------------------------------------------- */
+.wc-assessment-form .accordion-button:not(.collapsed) {
+    background-color: #e8f0fe;
+    color: #0d6efd;
+}
+
+.wc-assessment-form .accordion-item {
+    border-radius: 0.5rem !important;
+    margin-bottom: 0.75rem;
+    border: 1px solid #dee2e6 !important;
+    overflow: hidden;
+}
+
+.wc-assessment-form .accordion-item:last-child {
+    margin-bottom: 0;
+}
+
+.wc-assessment-form .accordion-button {
+    border-radius: 0.5rem !important;
+    font-weight: 600;
+}
+
+.wc-assessment-form .accordion-button:not(.collapsed) {
+    border-radius: 0.5rem 0.5rem 0 0 !important;
+}
+
+.wc-assessment-form .accordion-body {
+    position: relative;
+}
+
+/* -----------------------------------------------------------------
+   Review Table  (Step 6)
+   ----------------------------------------------------------------- */
+#reviewSummary .table th {
+    background: var(--bs-tertiary-bg);
+    font-size: 0.8rem;
+    text-transform: uppercase;
+    letter-spacing: 0.03em;
+    color: var(--bs-secondary-color);
+}
+
+/* Review measurements card */
+.wc-step[data-step="6"] .card {
+    border-color: var(--bs-border-color);
+    border-radius: 0.5rem;
+}
+
+.wc-step[data-step="6"] .card-header {
+    background: var(--bs-tertiary-bg);
+    border-bottom-color: var(--bs-border-color);
+}
+
+/* -----------------------------------------------------------------
+   Navigation Buttons
+   ----------------------------------------------------------------- */
+.wc-assessment-form .border-top {
+    border-color: var(--bs-border-color) !important;
+}
+
+/* -----------------------------------------------------------------
+   Responsive
+   ----------------------------------------------------------------- */
+@media (max-width: 768px) {
+    .wc-step-label {
+        display: none;
+    }
+
+    .wc-step-number {
+        width: 28px;
+        height: 28px;
+        font-size: 12px;
+    }
+
+    .wc-radio-btn {
+        padding: 0.375rem 0.75rem;
+        font-size: 0.85rem;
+    }
+
+    .wc-option-label {
+        font-size: 0.8rem;
+    }
+
+    .wc-configurator-panel {
+        padding: 0.75rem;
+    }
+}

fusion_quotations/static/src/js/flow_designer/flow_designer_action.js

@@ -0,0 +1,705 @@
+/** @odoo-module **/
+
+import { registry } from "@web/core/registry";
+import { Component, useState, onWillStart, onMounted, onWillUnmount, useRef } from "@odoo/owl";
+import { useService } from "@web/core/utils/hooks";
+import { _t } from "@web/core/l10n/translation";
+
+/* ──────────────────────────────────────────────────────────────────
+   Constants
+   ────────────────────────────────────────────────────────────────── */
+const NODE_TYPES = {
+    start:             { label: 'Start',              icon: 'fa-play',           color: '#10b981', width: 140, height: 50 },
+    end:               { label: 'End',                icon: 'fa-stop',           color: '#ef4444', width: 140, height: 50 },
+    decision:          { label: 'Decision',           icon: 'fa-code-fork',      color: '#f59e0b', width: 180, height: 80 },
+    option_group:      { label: 'Option Group',       icon: 'fa-list-ul',        color: '#3b82f6', width: 200, height: 80 },
+    product_select:    { label: 'Product Selection',  icon: 'fa-shopping-cart',   color: '#8b5cf6', width: 200, height: 80 },
+    measurement_check: { label: 'Measurement Check',  icon: 'fa-ruler',          color: '#f97316', width: 200, height: 80 },
+    action:            { label: 'Action',             icon: 'fa-bolt',           color: '#14b8a6', width: 180, height: 70 },
+};
+
+const GRID_SIZE = 20;
+const MIN_ZOOM = 0.25;
+const MAX_ZOOM = 3;
+const PORT_RADIUS = 7;
+
+/* ──────────────────────────────────────────────────────────────────
+   Utility helpers
+   ────────────────────────────────────────────────────────────────── */
+function bezierPath(x1, y1, x2, y2) {
+    const dx = Math.abs(x2 - x1) * 0.5;
+    return `M${x1},${y1} C${x1 + dx},${y1} ${x2 - dx},${y2} ${x2},${y2}`;
+}
+
+function getPortsForNode(node) {
+    const meta = NODE_TYPES[node.node_type] || NODE_TYPES.action;
+    const w = meta.width;
+    const h = meta.height;
+    const ports = [];
+
+    // Input port (all except start)
+    if (node.node_type !== 'start') {
+        ports.push({ key: 'in', type: 'input', x: 0, y: h / 2 });
+    }
+
+    // Output ports
+    if (node.node_type === 'decision') {
+        ports.push({ key: 'true',  type: 'output', x: w, y: h * 0.33, label: 'Yes' });
+        ports.push({ key: 'false', type: 'output', x: w, y: h * 0.67, label: 'No' });
+    } else if (node.node_type === 'measurement_check') {
+        ports.push({ key: 'pass', type: 'output', x: w, y: h * 0.33, label: 'Pass' });
+        ports.push({ key: 'fail', type: 'output', x: w, y: h * 0.67, label: 'Fail' });
+    } else if (node.node_type === 'option_group' && node.node_options && node.node_options.length) {
+        const count = node.node_options.length;
+        node.node_options.forEach((opt, i) => {
+            ports.push({
+                key: opt.port_key || `opt_${opt.sequence || (i * 10 + 10)}`,
+                type: 'output',
+                x: w,
+                y: h * ((i + 1) / (count + 1)),
+                label: opt.name,
+            });
+        });
+    } else if (node.node_type !== 'end') {
+        ports.push({ key: 'out', type: 'output', x: w, y: h / 2 });
+    }
+
+    return ports;
+}
+
+function snapToGrid(val) {
+    return Math.round(val / GRID_SIZE) * GRID_SIZE;
+}
+
+
+/* ══════════════════════════════════════════════════════════════════
+   FlowDesignerAction — main OWL client action
+   ══════════════════════════════════════════════════════════════════ */
+export class FlowDesignerAction extends Component {
+    static template = "fusion_quotations.FlowDesignerAction";
+    static props = { "*": true };
+
+    setup() {
+        this.orm = useService("orm");
+        this.actionService = useService("action");
+        this.notification = useService("notification");
+
+        this.svgRef = useRef("svgCanvas");
+        this.canvasGroupRef = useRef("canvasGroup");
+
+        this.flowId = this.props.action?.context?.active_id || false;
+
+        this.state = useState({
+            flowName: '',
+            equipmentType: '',
+            nodes: [],
+            connections: [],
+            selectedNodeId: null,
+            selectedConnectionId: null,
+            dirty: false,
+            saving: false,
+            loading: true,
+            panelOpen: false,
+
+            // Viewport
+            viewX: 0,
+            viewY: 0,
+            zoom: 1,
+        });
+
+        // Interaction state (non-reactive, doesn't need re-render)
+        this._dragging = null;       // { nodeId, startX, startY, origX, origY }
+        this._panning = null;        // { startX, startY, origVX, origVY }
+        this._connecting = null;     // { sourceNodeId, sourcePort, tempX, tempY }
+        this._tempLine = null;       // SVG path element for connection preview
+
+        onWillStart(async () => {
+            if (this.flowId) {
+                await this._loadGraph();
+            }
+        });
+
+        onMounted(() => {
+            this._bindCanvasEvents();
+        });
+
+        onWillUnmount(() => {
+            this._unbindCanvasEvents();
+        });
+    }
+
+    /* ──────────────────────────────────────────────────────────────
+       Data loading / saving
+       ────────────────────────────────────────────────────────────── */
+    async _loadGraph() {
+        this.state.loading = true;
+        try {
+            const graph = await this.orm.call(
+                'fusion.wc.config.flow',
+                'load_flow_graph',
+                [this.flowId]
+            );
+            this.state.flowName = graph.name || '';
+            this.state.equipmentType = graph.equipment_type || '';
+            this.state.nodes = graph.nodes || [];
+            this.state.connections = graph.connections || [];
+
+            if (graph.canvas) {
+                this.state.viewX = graph.canvas.x || 0;
+                this.state.viewY = graph.canvas.y || 0;
+                this.state.zoom = graph.canvas.zoom || 1;
+            }
+        } catch (e) {
+            this.notification.add(_t("Error loading flow: ") + e.message, { type: "danger" });
+            console.error("Load flow error:", e);
+        }
+        this.state.loading = false;
+    }
+
+    async _saveGraph() {
+        if (!this.flowId) return;
+        this.state.saving = true;
+        try {
+            await this.orm.call(
+                'fusion.wc.config.flow',
+                'save_flow_graph',
+                [this.flowId, {
+                    canvas: { x: this.state.viewX, y: this.state.viewY, zoom: this.state.zoom },
+                    nodes: this.state.nodes,
+                    connections: this.state.connections,
+                }]
+            );
+            this.state.dirty = false;
+            this.notification.add(_t("Flow saved successfully"), { type: "success" });
+            // Reload to get real IDs from server
+            await this._loadGraph();
+        } catch (e) {
+            this.notification.add(_t("Error saving flow: ") + e.message, { type: "danger" });
+            console.error("Save flow error:", e);
+        }
+        this.state.saving = false;
+    }
+
+    /* ──────────────────────────────────────────────────────────────
+       Coordinate transforms
+       ────────────────────────────────────────────────────────────── */
+    screenToCanvas(sx, sy) {
+        const svg = this.svgRef.el;
+        if (!svg) return { x: sx, y: sy };
+        const rect = svg.getBoundingClientRect();
+        return {
+            x: (sx - rect.left - this.state.viewX) / this.state.zoom,
+            y: (sy - rect.top - this.state.viewY) / this.state.zoom,
+        };
+    }
+
+    /* ──────────────────────────────────────────────────────────────
+       Computed data for template
+       ────────────────────────────────────────────────────────────── */
+    get transformStr() {
+        return `translate(${this.state.viewX}, ${this.state.viewY}) scale(${this.state.zoom})`;
+    }
+
+    get nodesWithPorts() {
+        return this.state.nodes.map(n => {
+            const meta = NODE_TYPES[n.node_type] || NODE_TYPES.action;
+            return {
+                ...n,
+                width: meta.width,
+                height: meta.height,
+                meta,
+                ports: getPortsForNode(n),
+                isSelected: n.id === this.state.selectedNodeId,
+            };
+        });
+    }
+
+    get connectionPaths() {
+        const nodeMap = {};
+        for (const n of this.state.nodes) {
+            const meta = NODE_TYPES[n.node_type] || NODE_TYPES.action;
+            nodeMap[n.id] = { ...n, width: meta.width, height: meta.height, ports: getPortsForNode(n) };
+        }
+        return this.state.connections.map(c => {
+            const src = nodeMap[c.source_node_id];
+            const tgt = nodeMap[c.target_node_id];
+            if (!src || !tgt) return null;
+
+            const srcPort = src.ports.find(p => p.key === c.source_port) || src.ports.find(p => p.type === 'output');
+            const tgtPort = tgt.ports.find(p => p.type === 'input') || { x: 0, y: tgt.height / 2 };
+
+            if (!srcPort) return null;
+
+            const x1 = src.pos_x + srcPort.x;
+            const y1 = src.pos_y + srcPort.y;
+            const x2 = tgt.pos_x + tgtPort.x;
+            const y2 = tgt.pos_y + tgtPort.y;
+
+            const label = c.label || '';
+            const labelW = Math.max(label.length * 7 + 16, 32);  // approx width from char count
+
+            return {
+                ...c,
+                path: bezierPath(x1, y1, x2, y2),
+                isSelected: c.id === this.state.selectedConnectionId,
+                midX: (x1 + x2) / 2,
+                midY: (y1 + y2) / 2,
+                labelW,
+            };
+        }).filter(Boolean);
+    }
+
+    getNodeTypeLabel(nodeType) {
+        return (NODE_TYPES[nodeType] || {}).label || nodeType;
+    }
+
+    /* ──────────────────────────────────────────────────────────────
+       Toolbar / Palette actions
+       ────────────────────────────────────────────────────────────── */
+    onAddNode(ev) {
+        const nodeType = ev.currentTarget.dataset.nodeType;
+        if (!nodeType) return;
+        const meta = NODE_TYPES[nodeType];
+        if (!meta) return;
+
+        // Place in center of current viewport
+        const svg = this.svgRef.el;
+        const rect = svg ? svg.getBoundingClientRect() : { width: 800, height: 600 };
+        const pos = this.screenToCanvas(rect.width / 2, rect.height / 2);
+
+        const tempId = 'new_' + Date.now() + '_' + Math.random().toString(36).substr(2, 5);
+        const newNode = {
+            id: tempId,
+            name: meta.label,
+            node_type: nodeType,
+            pos_x: snapToGrid(pos.x - meta.width / 2),
+            pos_y: snapToGrid(pos.y - meta.height / 2),
+            color: meta.color,
+            icon: meta.icon,
+            section_id: false,
+            section_name: '',
+            decision_field: '',
+            decision_operator: '',
+            decision_value: '',
+            measurement_field: '',
+            comparison: '',
+            threshold_value: 0,
+            action_type: '',
+            target_option_ids: [],
+            target_step: 0,
+            config_json: '{}',
+            node_options: [],
+        };
+
+        this.state.nodes.push(newNode);
+        this.state.selectedNodeId = tempId;
+        this.state.selectedConnectionId = null;
+        this.state.panelOpen = true;
+        this.state.dirty = true;
+    }
+
+    onDeleteSelected() {
+        if (this.state.selectedConnectionId) {
+            this.state.connections = this.state.connections.filter(
+                c => c.id !== this.state.selectedConnectionId
+            );
+            this.state.selectedConnectionId = null;
+            this.state.dirty = true;
+        }
+        if (this.state.selectedNodeId) {
+            const nodeId = this.state.selectedNodeId;
+            this.state.nodes = this.state.nodes.filter(n => n.id !== nodeId);
+            this.state.connections = this.state.connections.filter(
+                c => c.source_node_id !== nodeId && c.target_node_id !== nodeId
+            );
+            this.state.selectedNodeId = null;
+            this.state.panelOpen = false;
+            this.state.dirty = true;
+        }
+    }
+
+    onSave() {
+        this._saveGraph();
+    }
+
+    onZoomIn() {
+        this.state.zoom = Math.min(MAX_ZOOM, this.state.zoom * 1.2);
+    }
+
+    onZoomOut() {
+        this.state.zoom = Math.max(MIN_ZOOM, this.state.zoom / 1.2);
+    }
+
+    onZoomReset() {
+        this.state.zoom = 1;
+        this.state.viewX = 0;
+        this.state.viewY = 0;
+    }
+
+    onBack() {
+        // Navigate back to the flow form / list.
+        // history.back() is the most reliable way to return to the
+        // previous Odoo view that opened this client action.
+        window.history.back();
+    }
+
+    /* ──────────────────────────────────────────────────────────────
+       Canvas events
+       ────────────────────────────────────────────────────────────── */
+    _bindCanvasEvents() {
+        const svg = this.svgRef.el;
+        if (!svg) return;
+
+        this._onMouseDown = this._handleMouseDown.bind(this);
+        this._onMouseMove = this._handleMouseMove.bind(this);
+        this._onMouseUp = this._handleMouseUp.bind(this);
+        this._onWheel = this._handleWheel.bind(this);
+        this._onKeyDown = this._handleKeyDown.bind(this);
+
+        svg.addEventListener('mousedown', this._onMouseDown);
+        window.addEventListener('mousemove', this._onMouseMove);
+        window.addEventListener('mouseup', this._onMouseUp);
+        svg.addEventListener('wheel', this._onWheel, { passive: false });
+        window.addEventListener('keydown', this._onKeyDown);
+    }
+
+    _unbindCanvasEvents() {
+        const svg = this.svgRef.el;
+        if (svg) {
+            svg.removeEventListener('mousedown', this._onMouseDown);
+            svg.removeEventListener('wheel', this._onWheel);
+        }
+        window.removeEventListener('mousemove', this._onMouseMove);
+        window.removeEventListener('mouseup', this._onMouseUp);
+        window.removeEventListener('keydown', this._onKeyDown);
+    }
+
+    /* ──────────────────────────────────────────────────────────────
+       Port interaction — pure coordinate math.
+       No DOM queries (elementsFromPoint / ev.target) — works
+       entirely from component state + getPortsForNode().
+       ────────────────────────────────────────────────────────────── */
+
+    /**
+     * Find the nearest port within hit radius using coordinate math.
+     * @param {number} cx — x in canvas coordinate space
+     * @param {number} cy — y in canvas coordinate space
+     * @param {'input'|'output'} portType
+     * @returns {{ node: Object, port: Object, x: number, y: number }|null}
+     */
+    _findPortNear(cx, cy, portType) {
+        const HIT_R = 20;              // canvas-unit hit radius (~20px at zoom 1)
+        const rSq = HIT_R * HIT_R;
+        let best = null;
+        let bestDist = Infinity;
+
+        for (const node of this.state.nodes) {
+            const ports = getPortsForNode(node);
+            for (const port of ports) {
+                if (port.type !== portType) continue;
+                const px = node.pos_x + port.x;
+                const py = node.pos_y + port.y;
+                const dx = cx - px;
+                const dy = cy - py;
+                const distSq = dx * dx + dy * dy;
+                if (distSq <= rSq && distSq < bestDist) {
+                    bestDist = distSq;
+                    best = { node, port, x: px, y: py };
+                }
+            }
+        }
+        return best;
+    }
+
+    _handleMouseDown(ev) {
+        if (ev.button !== 0 && ev.button !== 1) return;
+
+        const canvasPos = this.screenToCanvas(ev.clientX, ev.clientY);
+
+        // ── 1. Port detection via coordinate math ──
+        // No DOM queries — purely checks distance to port centres.
+        if (ev.button === 0) {
+            const outHit = this._findPortNear(canvasPos.x, canvasPos.y, 'output');
+            if (outHit) {
+                this._connecting = {
+                    sourceNodeId: outHit.node.id,
+                    sourcePort: outHit.port.key,
+                    startX: outHit.x,
+                    startY: outHit.y,
+                };
+                // Create temp bezier for visual feedback
+                const svgNs = 'http://www.w3.org/2000/svg';
+                this._tempLine = document.createElementNS(svgNs, 'path');
+                this._tempLine.classList.add('fd-connection-temp');
+                this._tempLine.setAttribute('stroke-width', '2');
+                this._tempLine.setAttribute('pointer-events', 'none');
+                const group = this.canvasGroupRef.el;
+                if (group) group.appendChild(this._tempLine);
+                ev.preventDefault();
+                ev.stopPropagation();
+                return;
+            }
+
+            // Input port click — block drag/pan, do nothing
+            const inHit = this._findPortNear(canvasPos.x, canvasPos.y, 'input');
+            if (inHit) {
+                ev.stopPropagation();
+                return;
+            }
+        }
+
+        // If already connecting, ignore other interactions
+        if (this._connecting) return;
+
+        // ── 2. Node drag ──
+        const target = ev.target;
+        const nodeGroup = target.closest('.fd-node-group');
+        if (nodeGroup && ev.button === 0) {
+            const nodeId = nodeGroup.dataset.nodeId;
+            const nid = isNaN(nodeId) ? nodeId : parseInt(nodeId);
+            const node = this.state.nodes.find(n => n.id === nid || String(n.id) === nodeId);
+            if (node) {
+                this.state.selectedNodeId = node.id;
+                this.state.selectedConnectionId = null;
+                this.state.panelOpen = true;
+                this._dragging = {
+                    nodeId: node.id,
+                    startX: ev.clientX,
+                    startY: ev.clientY,
+                    origX: node.pos_x,
+                    origY: node.pos_y,
+                };
+                ev.stopPropagation();
+                return;
+            }
+        }
+
+        // ── 3. Connection click ──
+        if (target.classList.contains('fd-connection-path') || target.classList.contains('fd-connection-hit')) {
+            const connId = target.dataset.connId;
+            if (connId) {
+                const cid = isNaN(connId) ? connId : parseInt(connId);
+                this.state.selectedConnectionId = cid;
+                this.state.selectedNodeId = null;
+                this.state.panelOpen = false;
+                ev.stopPropagation();
+                return;
+            }
+        }
+
+        // ── 4. Canvas pan ──
+        if (ev.button === 1 || (ev.button === 0 && !nodeGroup)) {
+            this.state.selectedNodeId = null;
+            this.state.selectedConnectionId = null;
+            this.state.panelOpen = false;
+            this._panning = {
+                startX: ev.clientX,
+                startY: ev.clientY,
+                origVX: this.state.viewX,
+                origVY: this.state.viewY,
+            };
+            ev.preventDefault();
+        }
+    }
+
+    _handleMouseMove(ev) {
+        if (this._dragging) {
+            const dx = (ev.clientX - this._dragging.startX) / this.state.zoom;
+            const dy = (ev.clientY - this._dragging.startY) / this.state.zoom;
+            const node = this.state.nodes.find(n => n.id === this._dragging.nodeId);
+            if (node) {
+                node.pos_x = snapToGrid(this._dragging.origX + dx);
+                node.pos_y = snapToGrid(this._dragging.origY + dy);
+            }
+            return;
+        }
+
+        if (this._panning) {
+            this.state.viewX = this._panning.origVX + (ev.clientX - this._panning.startX);
+            this.state.viewY = this._panning.origVY + (ev.clientY - this._panning.startY);
+            return;
+        }
+
+        if (this._connecting && this._tempLine) {
+            const pos = this.screenToCanvas(ev.clientX, ev.clientY);
+            this._tempLine.setAttribute('d',
+                bezierPath(this._connecting.startX, this._connecting.startY, pos.x, pos.y));
+            return;
+        }
+
+        // Port hover cursor — crosshair when near any port
+        const svg = this.svgRef.el;
+        if (svg) {
+            const canvasPos = this.screenToCanvas(ev.clientX, ev.clientY);
+            const hit = this._findPortNear(canvasPos.x, canvasPos.y, 'output')
+                     || this._findPortNear(canvasPos.x, canvasPos.y, 'input');
+            svg.style.cursor = hit ? 'crosshair' : '';
+        }
+    }
+
+    _handleMouseUp(ev) {
+        if (this._dragging) {
+            this.state.dirty = true;
+            this._dragging = null;
+            return;
+        }
+
+        if (this._panning) {
+            this._panning = null;
+            return;
+        }
+
+        if (this._connecting) {
+            const canvasPos = this.screenToCanvas(ev.clientX, ev.clientY);
+            const inHit = this._findPortNear(canvasPos.x, canvasPos.y, 'input');
+
+            if (inHit) {
+                const srcId = this._connecting.sourceNodeId;
+                const tgtId = inHit.node.id;
+
+                // Prevent self-connection
+                if (String(tgtId) !== String(srcId)) {
+                    // Check for duplicate
+                    const exists = this.state.connections.some(
+                        c => c.source_node_id === srcId &&
+                             c.target_node_id === tgtId &&
+                             c.source_port === this._connecting.sourcePort
+                    );
+                    if (!exists) {
+                        this.state.connections.push({
+                            id: 'new_conn_' + Date.now(),
+                            source_node_id: srcId,
+                            target_node_id: tgtId,
+                            source_port: this._connecting.sourcePort,
+                            label: '',
+                            condition_json: '{}',
+                            sequence: 10,
+                        });
+                        this.state.dirty = true;
+                    }
+                }
+            }
+
+            // Clean up temp line
+            if (this._tempLine && this._tempLine.parentNode) {
+                this._tempLine.parentNode.removeChild(this._tempLine);
+            }
+            this._tempLine = null;
+            this._connecting = null;
+        }
+    }
+
+    _handleWheel(ev) {
+        ev.preventDefault();
+        const delta = ev.deltaY > 0 ? 0.9 : 1.1;
+        const newZoom = Math.max(MIN_ZOOM, Math.min(MAX_ZOOM, this.state.zoom * delta));
+
+        // Zoom toward cursor position
+        const svg = this.svgRef.el;
+        const rect = svg.getBoundingClientRect();
+        const mx = ev.clientX - rect.left;
+        const my = ev.clientY - rect.top;
+
+        const scale = newZoom / this.state.zoom;
+        this.state.viewX = mx - (mx - this.state.viewX) * scale;
+        this.state.viewY = my - (my - this.state.viewY) * scale;
+        this.state.zoom = newZoom;
+    }
+
+    _handleKeyDown(ev) {
+        if (ev.key === 'Delete' || ev.key === 'Backspace') {
+            // Only if not typing in an input
+            if (ev.target.tagName === 'INPUT' || ev.target.tagName === 'TEXTAREA' || ev.target.tagName === 'SELECT') return;
+            this.onDeleteSelected();
+            ev.preventDefault();
+        }
+        if ((ev.ctrlKey || ev.metaKey) && ev.key === 's') {
+            ev.preventDefault();
+            this.onSave();
+        }
+    }
+
+    /* ──────────────────────────────────────────────────────────────
+       Properties panel
+       ────────────────────────────────────────────────────────────── */
+    get selectedNode() {
+        if (!this.state.selectedNodeId) return null;
+        return this.state.nodes.find(n => n.id === this.state.selectedNodeId) || null;
+    }
+
+    onPanelClose() {
+        this.state.panelOpen = false;
+        this.state.selectedNodeId = null;
+    }
+
+    onNodeFieldChange(ev) {
+        const node = this.selectedNode;
+        if (!node) return;
+        const field = ev.currentTarget.dataset.field;
+        const value = ev.currentTarget.value;
+        if (field && node.hasOwnProperty(field)) {
+            node[field] = value;
+            this.state.dirty = true;
+        }
+    }
+
+    onNodeNumberChange(ev) {
+        const node = this.selectedNode;
+        if (!node) return;
+        const field = ev.currentTarget.dataset.field;
+        const value = parseFloat(ev.currentTarget.value) || 0;
+        if (field) {
+            node[field] = value;
+            this.state.dirty = true;
+        }
+    }
+
+    /* ──────────────────────────────────────────────────────────────
+       Node option management (option_group)
+       ────────────────────────────────────────────────────────────── */
+    onAddNodeOption() {
+        const node = this.selectedNode;
+        if (!node) return;
+        if (!node.node_options) node.node_options = [];
+        const seq = (node.node_options.length + 1) * 10;
+        node.node_options.push({
+            id: 'new_opt_' + Date.now(),
+            name: 'Option ' + (node.node_options.length + 1),
+            sequence: seq,
+            section_option_id: false,
+            enables_option_ids: [],
+            disables_option_ids: [],
+            requires_option_ids: [],
+            port_key: 'opt_' + seq,
+        });
+        this.state.dirty = true;
+    }
+
+    onRemoveNodeOption(ev) {
+        const node = this.selectedNode;
+        if (!node || !node.node_options) return;
+        const idx = parseInt(ev.currentTarget.dataset.index);
+        if (!isNaN(idx) && idx >= 0 && idx < node.node_options.length) {
+            const removed = node.node_options.splice(idx, 1)[0];
+            // Also remove connections using this port
+            if (removed) {
+                this.state.connections = this.state.connections.filter(
+                    c => !(c.source_node_id === node.id && c.source_port === removed.port_key)
+                );
+            }
+            this.state.dirty = true;
+        }
+    }
+
+    onNodeOptionNameChange(ev) {
+        const node = this.selectedNode;
+        if (!node || !node.node_options) return;
+        const idx = parseInt(ev.currentTarget.dataset.index);
+        if (!isNaN(idx) && idx >= 0 && idx < node.node_options.length) {
+            node.node_options[idx].name = ev.currentTarget.value;
+            this.state.dirty = true;
+        }
+    }
+}
+
+registry.category("actions").add("fusion_flow_designer", FlowDesignerAction);

fusion_quotations/static/src/scss/flow_designer.scss

@@ -0,0 +1,227 @@
+/* ══════════════════════════════════════════════════════════════════
+   Flow Designer — Visual Configurator Styles
+   Uses Bootstrap 5.3 / Odoo CSS custom properties so light + dark
+   mode are handled automatically — zero manual overrides needed.
+   ══════════════════════════════════════════════════════════════════ */
+
+.fd-designer {
+    background: var(--bs-body-bg);
+    height: 100vh !important;
+    max-height: 100vh;
+    overflow: hidden;
+}
+
+/* ── Toolbar ── */
+.fd-toolbar {
+    background: var(--bs-body-bg);
+    border-bottom: 1px solid var(--bs-border-color);
+    min-height: 48px;
+    z-index: 10;
+    flex-shrink: 0;
+}
+
+.fd-toolbar-title {
+    font-size: 1rem;
+    color: var(--bs-body-color);
+    max-width: 250px;
+}
+
+/* Measurement button — no inline styles, uses a custom class */
+.fd-btn-measure {
+    border-color: var(--bs-border-color);
+    color: var(--bs-body-color);
+
+    &:hover,
+    &:focus {
+        background-color: var(--bs-tertiary-bg);
+        border-color: var(--bs-secondary-color);
+        color: var(--bs-emphasis-color);
+    }
+}
+
+/* ── SVG Canvas ── */
+.fd-canvas-wrapper {
+    flex: 1;
+    min-height: 0;
+}
+
+.fd-svg-canvas {
+    width: 100%;
+    height: 100%;
+    background: var(--bs-secondary-bg);
+    cursor: grab;
+
+    &:active {
+        cursor: grabbing;
+    }
+}
+
+/* SVG grid dots — themed */
+.fd-grid-dot {
+    fill: var(--bs-border-color);
+}
+
+/* ── Nodes ── */
+.fd-node-group {
+    &:hover .fd-node-rect {
+        filter: brightness(0.97);
+    }
+}
+
+.fd-node-content {
+    user-select: none;
+    -webkit-user-select: none;
+}
+
+/* Node text adapts to theme */
+.fd-node-name {
+    font-size: 12px;
+    font-weight: 600;
+    color: var(--bs-emphasis-color);
+    white-space: nowrap;
+    overflow: hidden;
+    text-overflow: ellipsis;
+}
+
+.fd-node-detail {
+    font-size: 10px;
+    color: var(--bs-secondary-color);
+    margin-top: 2px;
+    white-space: nowrap;
+    overflow: hidden;
+    text-overflow: ellipsis;
+}
+
+/* ── Ports ── */
+
+/* Visible decorative port circle — no pointer events */
+.fd-port-visual {
+    stroke: var(--bs-body-bg);
+    stroke-width: 2;
+    pointer-events: none;
+    transition: r 0.15s ease, stroke-width 0.15s ease;
+}
+
+/* Invisible hit area — this is the actual click target */
+.fd-port-hit {
+    fill: transparent;
+    stroke: none;
+    stroke-width: 0;
+    pointer-events: all;
+    cursor: crosshair;
+
+    /* Grow the visible sibling on hover via CSS ~  */
+    &:hover + .fd-port-visual {
+        r: 9;
+        stroke-width: 3;
+    }
+}
+
+/* Input port fill is now set directly as SVG attribute (#8b95a1) */
+
+/* Port labels — concrete color; var() doesn't resolve reliably in SVG */
+.fd-port-label {
+    fill: #8b95a1;
+    font-size: 9px;
+    pointer-events: none;
+}
+
+/* ── Connections ── */
+
+/* Custom property so both light & dark themes get a visible stroke.
+   Defined on SVG so markers and all children inherit reliably. */
+.fd-svg-canvas {
+    --fd-conn-stroke: #8b95a1;
+    --fd-conn-label-bg: rgba(55, 65, 81, 0.85);   /* slate-700 @ 85 — visible on dark bg */
+    --fd-conn-label-color: #e5e7eb;                 /* gray-200 — bright text */
+}
+
+@media (prefers-color-scheme: light) {
+    .fd-svg-canvas {
+        --fd-conn-stroke: #9ca3af;
+        --fd-conn-label-bg: rgba(255, 255, 255, 0.9);
+        --fd-conn-label-color: #4b5563;
+    }
+}
+
+.fd-connection-path {
+    transition: stroke 0.15s ease, stroke-width 0.15s ease;
+}
+
+.fd-connection-temp {
+    stroke: var(--fd-conn-stroke);
+    stroke-width: 2.5;
+    stroke-dasharray: 8 4;
+    stroke-linecap: round;
+    fill: none;
+    pointer-events: none;
+}
+
+/* Label background pill */
+.fd-conn-label-bg {
+    fill: var(--fd-conn-label-bg);
+    pointer-events: none;
+}
+
+.fd-conn-label {
+    fill: var(--fd-conn-label-color);
+    user-select: none;
+    pointer-events: none;
+}
+
+/* Arrow marker fills are set directly as SVG attributes
+   because CSS custom properties don't cascade into marker contexts */
+
+/* ── Properties Panel ── */
+.fd-properties-panel {
+    width: 320px;
+    min-width: 320px;
+    background: var(--bs-body-bg);
+    border-left: 1px solid var(--bs-border-color);
+    overflow-y: auto;
+    flex-shrink: 0;
+    z-index: 5;
+    display: flex;
+    flex-direction: column;
+}
+
+.fd-panel-header {
+    background: var(--bs-tertiary-bg);
+    border-bottom: 1px solid var(--bs-border-color);
+    min-height: 42px;
+    flex-shrink: 0;
+}
+
+.fd-panel-body {
+    flex: 1;
+    overflow-y: auto;
+}
+
+.fd-label {
+    font-size: 0.75rem;
+    font-weight: 600;
+    text-transform: uppercase;
+    letter-spacing: 0.04em;
+    color: var(--bs-secondary-color);
+    margin-bottom: 0.25rem;
+}
+
+/* Option list items */
+.fd-option-row {
+    padding: 4px 0;
+}
+
+.fd-option-bullet {
+    width: 10px;
+    height: 10px;
+    border-radius: 50%;
+    flex-shrink: 0;
+}
+
+/* ── Loading Overlay ── */
+.fd-loading-overlay {
+    position: absolute;
+    inset: 0;
+    background: color-mix(in srgb, var(--bs-body-bg) 85%, transparent);
+    z-index: 50;
+}

fusion_quotations/static/src/xml/flow_designer_templates.xml

@@ -0,0 +1,415 @@
+<?xml version="1.0" encoding="utf-8"?>
+<templates xml:space="preserve">
+
+<!-- ══════════════════════════════════════════════════════════════════
+     FlowDesignerAction — Main layout
+     All colours use Bootstrap/Odoo CSS custom properties so
+     light + dark mode work automatically.
+     Node-type accent colours (green, red, amber…) are intentional
+     design tokens — they stay the same across themes.
+     ══════════════════════════════════════════════════════════════════ -->
+<t t-name="fusion_quotations.FlowDesignerAction">
+    <div class="fd-designer d-flex flex-column h-100">
+        <!-- ── Top Toolbar ── -->
+        <div class="fd-toolbar d-flex align-items-center gap-2 px-3 py-2">
+            <button class="btn btn-sm btn-outline-secondary" t-on-click="onBack">
+                <i class="fa fa-arrow-left me-1"/>Back
+            </button>
+            <div class="fd-toolbar-title fw-bold text-truncate ms-2" t-esc="state.flowName"/>
+            <span class="badge bg-secondary-subtle text-body-secondary ms-1" t-esc="state.equipmentType"/>
+
+            <div class="flex-grow-1"/>
+
+            <!-- Add Node Buttons -->
+            <div class="btn-group">
+                <button class="btn btn-sm btn-outline-success" data-node-type="start" t-on-click="onAddNode"
+                        title="Add Start Node">
+                    <i class="fa fa-play me-1"/>Start
+                </button>
+                <button class="btn btn-sm btn-outline-warning" data-node-type="decision" t-on-click="onAddNode"
+                        title="Add Decision Node">
+                    <i class="fa fa-code-fork me-1"/>Decision
+                </button>
+                <button class="btn btn-sm btn-outline-primary" data-node-type="option_group" t-on-click="onAddNode"
+                        title="Add Option Group">
+                    <i class="fa fa-list-ul me-1"/>Options
+                </button>
+                <button class="btn btn-sm btn-outline-info" data-node-type="action" t-on-click="onAddNode"
+                        title="Add Action Node">
+                    <i class="fa fa-bolt me-1"/>Action
+                </button>
+                <button class="btn btn-sm btn-outline-secondary fd-btn-measure"
+                        data-node-type="measurement_check" t-on-click="onAddNode"
+                        title="Add Measurement Check">
+                    <i class="fa fa-tachometer me-1"/>Measure
+                </button>
+                <button class="btn btn-sm btn-outline-danger" data-node-type="end" t-on-click="onAddNode"
+                        title="Add End Node">
+                    <i class="fa fa-stop me-1"/>End
+                </button>
+            </div>
+
+            <div class="vr mx-1"/>
+
+            <!-- Zoom Controls -->
+            <div class="btn-group btn-group-sm">
+                <button class="btn btn-outline-secondary" t-on-click="onZoomOut" title="Zoom Out">
+                    <i class="fa fa-search-minus"/>
+                </button>
+                <button class="btn btn-outline-secondary" t-on-click="onZoomReset" title="Reset Zoom"
+                        style="min-width:55px;">
+                    <t t-esc="Math.round(state.zoom * 100)"/>%
+                </button>
+                <button class="btn btn-outline-secondary" t-on-click="onZoomIn" title="Zoom In">
+                    <i class="fa fa-search-plus"/>
+                </button>
+            </div>
+
+            <div class="vr mx-1"/>
+
+            <button class="btn btn-sm btn-outline-danger" t-on-click="onDeleteSelected"
+                    t-att-disabled="!state.selectedNodeId and !state.selectedConnectionId"
+                    title="Delete Selected (Del)">
+                <i class="fa fa-trash"/>
+            </button>
+
+            <button class="btn btn-sm btn-primary" t-on-click="onSave"
+                    t-att-disabled="state.saving or !state.dirty">
+                <i class="fa fa-save me-1"/>
+                <t t-if="state.saving">Saving...</t>
+                <t t-else="">Save</t>
+            </button>
+
+            <t t-if="state.dirty">
+                <span class="badge bg-warning text-dark ms-1">Unsaved</span>
+            </t>
+        </div>
+
+        <!-- ── Canvas + Panel ── -->
+        <div class="fd-canvas-wrapper d-flex flex-grow-1 overflow-hidden position-relative">
+
+            <!-- SVG Canvas -->
+            <svg class="fd-svg-canvas flex-grow-1" t-ref="svgCanvas" xmlns="http://www.w3.org/2000/svg">
+                <!-- Grid Pattern -->
+                <defs>
+                    <pattern id="fd-grid" width="20" height="20" patternUnits="userSpaceOnUse"
+                             t-att-x="state.viewX" t-att-y="state.viewY"
+                             t-att-patternTransform="'scale(' + state.zoom + ')'">
+                        <circle cx="10" cy="10" r="1" class="fd-grid-dot"/>
+                    </pattern>
+                    <!-- Arrow markers — fill set as attribute because CSS custom
+                         properties don't cascade into SVG marker rendering contexts -->
+                    <marker id="fd-arrow" viewBox="0 0 10 6" refX="10" refY="3"
+                            markerWidth="8" markerHeight="6" orient="auto-start-reverse">
+                        <path d="M0,0 L10,3 L0,6 z" fill="#8b95a1"/>
+                    </marker>
+                    <marker id="fd-arrow-selected" viewBox="0 0 10 6" refX="10" refY="3"
+                            markerWidth="8" markerHeight="6" orient="auto-start-reverse">
+                        <path d="M0,0 L10,3 L0,6 z" fill="var(--bs-primary, #3b82f6)"/>
+                    </marker>
+                </defs>
+
+                <rect width="100%" height="100%" fill="url(#fd-grid)"/>
+
+                <!-- Transform group for zoom/pan -->
+                <g t-ref="canvasGroup" class="fd-canvas-group" t-att-transform="transformStr">
+
+                    <!-- Connections -->
+                    <t t-foreach="connectionPaths" t-as="conn" t-key="conn.id">
+                        <!-- Invisible fat hit area for click detection -->
+                        <path t-att-d="conn.path" fill="none" stroke="transparent" stroke-width="14"
+                              class="fd-connection-hit" t-att-data-conn-id="conn.id"
+                              style="cursor:pointer;"/>
+                        <!-- Visible bezier line — stroke set as SVG attr for guaranteed rendering -->
+                        <path t-att-d="conn.path"
+                              class="fd-connection-path"
+                              t-att-stroke="conn.isSelected ? 'var(--bs-primary)' : 'var(--fd-conn-stroke, #8b95a1)'"
+                              t-att-stroke-width="conn.isSelected ? '3.5' : '2.5'"
+                              fill="none"
+                              stroke-linecap="round"
+                              t-att-marker-end="conn.isSelected ? 'url(#fd-arrow-selected)' : 'url(#fd-arrow)'"
+                              t-att-data-conn-id="conn.id"
+                              style="pointer-events:none;"/>
+                        <!-- Connection label with background pill -->
+                        <t t-if="conn.label">
+                            <rect t-att-x="conn.midX - conn.labelW / 2"
+                                  t-att-y="conn.midY - 18"
+                                  t-att-width="conn.labelW" height="20" rx="10"
+                                  class="fd-conn-label-bg"/>
+                            <text t-att-x="conn.midX" t-att-y="conn.midY - 5"
+                                  text-anchor="middle" font-size="11" font-weight="600"
+                                  class="fd-conn-label">
+                                <t t-esc="conn.label"/>
+                            </text>
+                        </t>
+                    </t>
+
+                    <!-- Nodes -->
+                    <t t-foreach="nodesWithPorts" t-as="node" t-key="node.id">
+                        <g class="fd-node-group" t-att-data-node-id="node.id"
+                           t-att-transform="'translate(' + node.pos_x + ',' + node.pos_y + ')'"
+                           style="cursor:grab;">
+
+                            <!-- Node body — accent color fill is a design token, stays fixed -->
+                            <rect x="0" y="0" t-att-width="node.width" t-att-height="node.height"
+                                  t-att-rx="node.node_type === 'start' or node.node_type === 'end' ? node.height / 2 : 8"
+                                  t-att-fill="node.meta.color + '18'"
+                                  t-att-stroke="node.isSelected ? 'var(--bs-primary)' : node.meta.color"
+                                  t-att-stroke-width="node.isSelected ? '3' : '2'"
+                                  class="fd-node-rect"/>
+
+                            <!-- Icon + Name — pointer-events:none so clicks pass through to ports/rect -->
+                            <foreignObject x="0" y="0" t-att-width="node.width" t-att-height="node.height"
+                                           style="pointer-events:none;">
+                                <div xmlns="http://www.w3.org/1999/xhtml" class="fd-node-content"
+                                     t-att-style="'display:flex;flex-direction:column;justify-content:center;height:' + node.height + 'px;padding:0 14px;overflow:hidden;pointer-events:none;'">
+                                    <div style="display:flex;align-items:center;gap:6px;">
+                                        <i t-att-class="'fa ' + (node.icon || 'fa-circle')"
+                                           t-att-style="'color:' + node.meta.color + ';font-size:14px;flex-shrink:0;'"/>
+                                        <span class="fd-node-name" t-esc="node.name"/>
+                                    </div>
+                                    <t t-if="node.node_type === 'decision' and node.decision_field">
+                                        <div class="fd-node-detail">
+                                            <t t-esc="node.decision_field"/>
+                                            <t t-if="node.decision_operator"> <t t-esc="node.decision_operator"/> </t>
+                                            <t t-if="node.decision_value"> <t t-esc="node.decision_value"/></t>
+                                        </div>
+                                    </t>
+                                    <t t-if="node.node_type === 'action' and node.action_type">
+                                        <div class="fd-node-detail">
+                                            <t t-esc="node.action_type"/>
+                                        </div>
+                                    </t>
+                                    <t t-if="node.node_type === 'measurement_check' and node.measurement_field">
+                                        <div class="fd-node-detail">
+                                            <t t-esc="node.measurement_field"/>
+                                            <t t-if="node.comparison"> <t t-esc="node.comparison"/> </t>
+                                            <t t-if="node.threshold_value"> <t t-esc="node.threshold_value"/></t>
+                                        </div>
+                                    </t>
+                                    <t t-if="node.section_name">
+                                        <div class="fd-node-detail">
+                                            <i class="fa fa-folder-o me-1"/><t t-esc="node.section_name"/>
+                                        </div>
+                                    </t>
+                                </div>
+                            </foreignObject>
+
+                            <!-- Ports -->
+                            <t t-foreach="node.ports" t-as="port" t-key="port.key">
+                                <!-- Invisible hit area — detected by elementsFromPoint in JS -->
+                                <circle t-att-cx="port.x" t-att-cy="port.y" r="15"
+                                        fill="transparent" stroke="none"
+                                        pointer-events="all"
+                                        class="fd-port-hit fd-port"
+                                        t-att-data-port-key="port.key"
+                                        t-att-data-port-type="port.type"
+                                        t-att-data-node-id="'' + node.id"
+                                        style="cursor:crosshair;"/>
+                                <!-- Visible port circle — concrete fill for both types -->
+                                <circle t-att-cx="port.x" t-att-cy="port.y" r="7"
+                                        t-att-fill="port.type !== 'input' ? node.meta.color : '#8b95a1'"
+                                        class="fd-port-visual"
+                                        style="pointer-events:none;"/>
+                                <t t-if="port.label">
+                                    <text t-att-x="port.x + (port.type === 'output' ? 12 : -12)"
+                                          t-att-y="port.y + 4"
+                                          t-att-text-anchor="port.type === 'output' ? 'start' : 'end'"
+                                          class="fd-port-label"
+                                          fill="#8b95a1">
+                                        <t t-esc="port.label"/>
+                                    </text>
+                                </t>
+                            </t>
+
+                        </g>
+                    </t>
+
+                </g>
+            </svg>
+
+            <!-- ── Properties Panel (right side) ── -->
+            <t t-if="state.panelOpen and selectedNode">
+                <div class="fd-properties-panel">
+                    <div class="fd-panel-header d-flex align-items-center justify-content-between px-3 py-2">
+                        <div class="d-flex align-items-center gap-2">
+                            <i t-att-class="'fa ' + (selectedNode.icon || 'fa-circle')"
+                               t-att-style="'color:' + (selectedNode.color || '#3b82f6')"/>
+                            <span class="fw-bold" t-esc="getNodeTypeLabel(selectedNode.node_type)"/>
+                        </div>
+                        <button class="btn btn-sm btn-link text-body-secondary p-0" t-on-click="onPanelClose">
+                            <i class="fa fa-times"/>
+                        </button>
+                    </div>
+
+                    <div class="fd-panel-body p-3">
+                        <!-- Common: Name -->
+                        <div class="mb-3">
+                            <label class="form-label fd-label">Name</label>
+                            <input type="text" class="form-control form-control-sm"
+                                   data-field="name" t-att-value="selectedNode.name"
+                                   t-on-change="onNodeFieldChange"/>
+                        </div>
+
+                        <!-- Decision Fields -->
+                        <t t-if="selectedNode.node_type === 'decision'">
+                            <div class="mb-3">
+                                <label class="form-label fd-label">Decision Field</label>
+                                <select class="form-select form-select-sm" data-field="decision_field"
+                                        t-on-change="onNodeFieldChange">
+                                    <option value="">-- Select --</option>
+                                    <option value="equipment_type" t-att-selected="selectedNode.decision_field === 'equipment_type'">Equipment Type</option>
+                                    <option value="wheelchair_type" t-att-selected="selectedNode.decision_field === 'wheelchair_type'">Wheelchair Category</option>
+                                    <option value="powerchair_type" t-att-selected="selectedNode.decision_field === 'powerchair_type'">Power Chair Category</option>
+                                    <option value="build_type" t-att-selected="selectedNode.decision_field === 'build_type'">Build Type</option>
+                                    <option value="client_type" t-att-selected="selectedNode.decision_field === 'client_type'">Client Type</option>
+                                    <option value="reason_for_application" t-att-selected="selectedNode.decision_field === 'reason_for_application'">Reason for Application</option>
+                                    <option value="seat_width" t-att-selected="selectedNode.decision_field === 'seat_width'">Seat Width</option>
+                                    <option value="seat_depth" t-att-selected="selectedNode.decision_field === 'seat_depth'">Seat Depth</option>
+                                    <option value="client_weight" t-att-selected="selectedNode.decision_field === 'client_weight'">Client Weight</option>
+                                    <option value="back_height" t-att-selected="selectedNode.decision_field === 'back_height'">Back Height</option>
+                                    <option value="seat_to_floor" t-att-selected="selectedNode.decision_field === 'seat_to_floor'">Seat to Floor</option>
+                                    <option value="leg_rest_length" t-att-selected="selectedNode.decision_field === 'leg_rest_length'">Leg Rest Length</option>
+                                </select>
+                            </div>
+                            <div class="mb-3">
+                                <label class="form-label fd-label">Operator</label>
+                                <select class="form-select form-select-sm" data-field="decision_operator"
+                                        t-on-change="onNodeFieldChange">
+                                    <option value="">-- Select --</option>
+                                    <option value="eq" t-att-selected="selectedNode.decision_operator === 'eq'">=</option>
+                                    <option value="neq" t-att-selected="selectedNode.decision_operator === 'neq'">≠</option>
+                                    <option value="gt" t-att-selected="selectedNode.decision_operator === 'gt'">&gt;</option>
+                                    <option value="gte" t-att-selected="selectedNode.decision_operator === 'gte'">≥</option>
+                                    <option value="lt" t-att-selected="selectedNode.decision_operator === 'lt'">&lt;</option>
+                                    <option value="lte" t-att-selected="selectedNode.decision_operator === 'lte'">≤</option>
+                                    <option value="in" t-att-selected="selectedNode.decision_operator === 'in'">In List</option>
+                                </select>
+                            </div>
+                            <div class="mb-3">
+                                <label class="form-label fd-label">Expected Value</label>
+                                <input type="text" class="form-control form-control-sm"
+                                       data-field="decision_value" t-att-value="selectedNode.decision_value"
+                                       t-on-change="onNodeFieldChange"
+                                       placeholder="For 'In List' use comma-separated"/>
+                            </div>
+                        </t>
+
+                        <!-- Measurement Check Fields -->
+                        <t t-if="selectedNode.node_type === 'measurement_check'">
+                            <div class="mb-3">
+                                <label class="form-label fd-label">Measurement</label>
+                                <select class="form-select form-select-sm" data-field="measurement_field"
+                                        t-on-change="onNodeFieldChange">
+                                    <option value="">-- Select --</option>
+                                    <option value="seat_width" t-att-selected="selectedNode.measurement_field === 'seat_width'">Seat Width</option>
+                                    <option value="seat_depth" t-att-selected="selectedNode.measurement_field === 'seat_depth'">Seat Depth</option>
+                                    <option value="back_width" t-att-selected="selectedNode.measurement_field === 'back_width'">Backrest Width</option>
+                                    <option value="back_height" t-att-selected="selectedNode.measurement_field === 'back_height'">Back Height</option>
+                                    <option value="seat_to_floor" t-att-selected="selectedNode.measurement_field === 'seat_to_floor'">Seat to Floor</option>
+                                    <option value="leg_rest_length" t-att-selected="selectedNode.measurement_field === 'leg_rest_length'">Leg Rest Length</option>
+                                    <option value="client_weight" t-att-selected="selectedNode.measurement_field === 'client_weight'">Client Weight</option>
+                                </select>
+                            </div>
+                            <div class="mb-3">
+                                <label class="form-label fd-label">Comparison</label>
+                                <select class="form-select form-select-sm" data-field="comparison"
+                                        t-on-change="onNodeFieldChange">
+                                    <option value="">-- Select --</option>
+                                    <option value="gt" t-att-selected="selectedNode.comparison === 'gt'">Greater Than</option>
+                                    <option value="gte" t-att-selected="selectedNode.comparison === 'gte'">Greater Than or Equal</option>
+                                    <option value="lt" t-att-selected="selectedNode.comparison === 'lt'">Less Than</option>
+                                    <option value="eq" t-att-selected="selectedNode.comparison === 'eq'">Equal To</option>
+                                    <option value="neq" t-att-selected="selectedNode.comparison === 'neq'">Not Equal To</option>
+                                </select>
+                            </div>
+                            <div class="mb-3">
+                                <label class="form-label fd-label">Threshold</label>
+                                <input type="number" class="form-control form-control-sm"
+                                       data-field="threshold_value"
+                                       t-att-value="selectedNode.threshold_value"
+                                       t-on-change="onNodeNumberChange" step="0.1"/>
+                            </div>
+                        </t>
+
+                        <!-- Action Fields -->
+                        <t t-if="selectedNode.node_type === 'action'">
+                            <div class="mb-3">
+                                <label class="form-label fd-label">Action Type</label>
+                                <select class="form-select form-select-sm" data-field="action_type"
+                                        t-on-change="onNodeFieldChange">
+                                    <option value="">-- Select --</option>
+                                    <option value="enable" t-att-selected="selectedNode.action_type === 'enable'">Enable Options</option>
+                                    <option value="disable" t-att-selected="selectedNode.action_type === 'disable'">Disable Options</option>
+                                    <option value="require" t-att-selected="selectedNode.action_type === 'require'">Require Options</option>
+                                    <option value="skip_step" t-att-selected="selectedNode.action_type === 'skip_step'">Skip Portal Step</option>
+                                    <option value="set_value" t-att-selected="selectedNode.action_type === 'set_value'">Set Field Value</option>
+                                </select>
+                            </div>
+                            <t t-if="selectedNode.action_type === 'skip_step'">
+                                <div class="mb-3">
+                                    <label class="form-label fd-label">Target Step</label>
+                                    <input type="number" class="form-control form-control-sm"
+                                           data-field="target_step"
+                                           t-att-value="selectedNode.target_step"
+                                           t-on-change="onNodeNumberChange" min="1" max="10"/>
+                                </div>
+                            </t>
+                        </t>
+
+                        <!-- Option Group — options list -->
+                        <t t-if="selectedNode.node_type === 'option_group'">
+                            <div class="mb-3">
+                                <div class="d-flex align-items-center justify-content-between mb-2">
+                                    <label class="form-label fd-label mb-0">Options</label>
+                                    <button class="btn btn-sm btn-outline-primary" t-on-click="onAddNodeOption">
+                                        <i class="fa fa-plus me-1"/>Add
+                                    </button>
+                                </div>
+                                <t t-if="selectedNode.node_options and selectedNode.node_options.length">
+                                    <t t-foreach="selectedNode.node_options" t-as="opt" t-key="opt.id">
+                                        <div class="fd-option-row d-flex align-items-center gap-2 mb-2">
+                                            <span class="fd-option-bullet" t-att-style="'background:' + (selectedNode.color || '#3b82f6')"/>
+                                            <input type="text" class="form-control form-control-sm flex-grow-1"
+                                                   t-att-value="opt.name"
+                                                   t-att-data-index="opt_index"
+                                                   t-on-change="onNodeOptionNameChange"/>
+                                            <button class="btn btn-sm btn-link text-danger p-0"
+                                                    t-att-data-index="opt_index"
+                                                    t-on-click="onRemoveNodeOption">
+                                                <i class="fa fa-trash-o"/>
+                                            </button>
+                                        </div>
+                                    </t>
+                                </t>
+                                <t t-else="">
+                                    <div class="text-body-secondary small fst-italic">No options yet. Click "Add" to create one.</div>
+                                </t>
+                            </div>
+                        </t>
+
+                        <!-- Node info footer -->
+                        <div class="mt-4 pt-3 border-top">
+                            <div class="text-body-secondary small">
+                                <div><strong>ID:</strong> <t t-esc="selectedNode.id"/></div>
+                                <div><strong>Position:</strong> (<t t-esc="Math.round(selectedNode.pos_x)"/>, <t t-esc="Math.round(selectedNode.pos_y)"/>)</div>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+            </t>
+
+            <!-- Loading overlay -->
+            <t t-if="state.loading">
+                <div class="fd-loading-overlay d-flex align-items-center justify-content-center">
+                    <div class="text-center">
+                        <i class="fa fa-spinner fa-spin fa-2x text-primary mb-2"/>
+                        <div class="text-body-secondary">Loading flow...</div>
+                    </div>
+                </div>
+            </t>
+        </div>
+    </div>
+</t>
+
+</templates>

fusion_quotations/views/equipment_type_views.xml

@@ -0,0 +1,73 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <!-- ============================================================
+         Equipment Type — Tree View
+         ============================================================ -->
+    <record id="view_equipment_type_tree" model="ir.ui.view">
+        <field name="name">fusion.equipment.type.tree</field>
+        <field name="model">fusion.equipment.type</field>
+        <field name="arch" type="xml">
+            <list string="Equipment Types" editable="bottom">
+                <field name="sequence" widget="handle"/>
+                <field name="name"/>
+                <field name="code"/>
+                <field name="icon"/>
+                <field name="active" column_invisible="1"/>
+            </list>
+        </field>
+    </record>
+
+    <!-- ============================================================
+         Equipment Type — Form View
+         ============================================================ -->
+    <record id="view_equipment_type_form" model="ir.ui.view">
+        <field name="name">fusion.equipment.type.form</field>
+        <field name="model">fusion.equipment.type</field>
+        <field name="arch" type="xml">
+            <form string="Equipment Type">
+                <sheet>
+                    <div class="oe_title">
+                        <h1>
+                            <field name="name" placeholder="e.g. Stair Lift"/>
+                        </h1>
+                    </div>
+                    <group>
+                        <group>
+                            <field name="code" placeholder="e.g. stair_lift"/>
+                            <field name="icon" placeholder="e.g. fa-arrow-up"/>
+                            <field name="sequence"/>
+                        </group>
+                        <group>
+                            <field name="active"/>
+                        </group>
+                    </group>
+                    <group string="Description">
+                        <field name="description" nolabel="1"
+                            placeholder="Optional description of this equipment type..."/>
+                    </group>
+                </sheet>
+            </form>
+        </field>
+    </record>
+
+    <!-- ============================================================
+         Equipment Type — Action
+         ============================================================ -->
+    <record id="action_equipment_type" model="ir.actions.act_window">
+        <field name="name">Equipment Types</field>
+        <field name="res_model">fusion.equipment.type</field>
+        <field name="view_mode">list,form</field>
+        <field name="help" type="html">
+            <p class="o_view_nocontent_smiling_face">
+                Create an Equipment Type
+            </p>
+            <p>
+                Equipment types define the categories of equipment that can be
+                assessed and quoted. Each type can have its own Configuration Flow
+                with custom form steps.
+            </p>
+        </field>
+    </record>
+
+</odoo>

fusion_quotations/views/menus.xml

@@ -0,0 +1,62 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <!-- Top menu under Fusion Claims -->
+    <menuitem id="menu_wc_quotation_root"
+        name="Quotation Builder"
+        parent="fusion_claims.menu_adp_claims_root"
+        sequence="25"/>
+
+    <!-- Assessments -->
+    <menuitem id="menu_wc_assessment"
+        name="Wheelchair Assessments"
+        parent="menu_wc_quotation_root"
+        action="action_wc_assessment"
+        sequence="10"/>
+
+    <!-- Configuration submenu -->
+    <menuitem id="menu_wc_config"
+        name="Configuration"
+        parent="menu_wc_quotation_root"
+        sequence="90"
+        groups="sales_team.group_sale_manager"/>
+
+    <menuitem id="menu_wc_sections"
+        name="Wheelchair Sections"
+        parent="menu_wc_config"
+        action="action_wc_section"
+        sequence="10"/>
+
+    <menuitem id="menu_wc_upcharge_rules"
+        name="Upcharge Rules"
+        parent="menu_wc_config"
+        action="action_wc_upcharge_rule"
+        sequence="20"/>
+
+    <menuitem id="menu_wc_config_flows"
+        name="Configuration Flows"
+        parent="menu_wc_config"
+        action="action_wc_config_flow"
+        sequence="30"/>
+
+    <menuitem id="menu_equipment_types"
+        name="Equipment Types"
+        parent="menu_wc_config"
+        action="action_equipment_type"
+        sequence="40"/>
+
+    <!-- Server action: Auto-Populate All Sections -->
+    <record id="action_auto_populate_all" model="ir.actions.server">
+        <field name="name">Auto-Populate All Sections from Inventory</field>
+        <field name="model_id" ref="model_fusion_wc_section"/>
+        <field name="state">code</field>
+        <field name="code">action = model.action_auto_populate_all_sections()</field>
+    </record>
+
+    <menuitem id="menu_wc_auto_populate"
+        name="Auto-Populate Products"
+        parent="menu_wc_config"
+        action="action_auto_populate_all"
+        sequence="5"/>
+
+</odoo>

fusion_quotations/views/portal_quotation_templates.xml

@@ -0,0 +1,990 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <!-- ============================================================ -->
+    <!-- ASSESSMENT LIST PAGE                                          -->
+    <!-- ============================================================ -->
+    <template id="portal_quotation_list" name="Equipment Assessments List">
+        <t t-call="portal.portal_layout">
+            <t t-set="breadcrumbs_searchbar" t-value="True"/>
+
+            <div class="o_portal_my_home">
+                <div class="d-flex justify-content-between align-items-center mb-3">
+                    <h3>Equipment Assessments</h3>
+                    <div class="dropdown">
+                        <button class="btn btn-primary dropdown-toggle" type="button"
+                                data-bs-toggle="dropdown" aria-expanded="false">
+                            <i class="fa fa-plus me-1"/> New Assessment
+                        </button>
+                        <ul class="dropdown-menu dropdown-menu-end">
+                            <t t-foreach="equipment_types" t-as="etype">
+                                <li>
+                                    <a class="dropdown-item"
+                                       t-attf-href="/my/quotation/builder/new?equipment_type=#{etype.code}">
+                                        <i t-attf-class="fa #{etype.icon or 'fa-cog'} me-2"/>
+                                        <t t-out="etype.name"/>
+                                    </a>
+                                </li>
+                            </t>
+                        </ul>
+                    </div>
+                </div>
+
+                <t t-if="not assessments">
+                    <div class="alert alert-info text-center">
+                        No assessments yet. Click "New Assessment" to start.
+                    </div>
+                </t>
+
+                <t t-if="assessments">
+                    <table class="table table-hover">
+                        <thead>
+                            <tr>
+                                <th>Reference</th>
+                                <th>Client</th>
+                                <th>Equipment</th>
+                                <th>Date</th>
+                                <th>Status</th>
+                                <th>Total</th>
+                                <th/>
+                            </tr>
+                        </thead>
+                        <tbody>
+                            <t t-foreach="assessments" t-as="a">
+                                <tr>
+                                    <td><t t-out="a.reference"/></td>
+                                    <td><t t-out="a.client_name or 'N/A'"/></td>
+                                    <td><t t-out="equip_type_map.get(a.equipment_type, a.equipment_type or '')"/></td>
+                                    <td><t t-out="a.assessment_date" t-options="{'widget': 'date'}"/></td>
+                                    <td>
+                                        <span t-attf-class="badge #{
+                                            'text-bg-info' if a.state == 'draft' else
+                                            'text-bg-warning' if a.state == 'review' else
+                                            'text-bg-success' if a.state == 'quoted' else
+                                            'text-bg-secondary'
+                                        }">
+                                            <t t-out="dict(a._fields['state'].selection).get(a.state, '')"/>
+                                        </span>
+                                    </td>
+                                    <td>$<t t-out="'%.2f' % a.total_estimate"/></td>
+                                    <td>
+                                        <a t-attf-href="/my/quotation/builder/#{a.id}/edit"
+                                            class="btn btn-sm btn-outline-primary">
+                                            <t t-if="a.state == 'draft'">Continue</t>
+                                            <t t-else="">View</t>
+                                        </a>
+                                    </td>
+                                </tr>
+                            </t>
+                        </tbody>
+                    </table>
+                </t>
+            </div>
+        </t>
+    </template>
+
+    <!-- ============================================================ -->
+    <!-- MULTI-STEP ASSESSMENT FORM (Dynamic)                          -->
+    <!-- ============================================================ -->
+    <template id="portal_quotation_form" name="Equipment Assessment Form">
+        <t t-call="portal.portal_layout">
+            <t t-set="additional_title">Equipment Assessment</t>
+
+            <div class="wc-assessment-form" id="wcAssessmentForm">
+
+                <!-- Success/Error Messages -->
+                <t t-if="request.params.get('success') == 'saved'">
+                    <div class="alert alert-success alert-dismissible fade show">
+                        Assessment saved successfully.
+                        <button type="button" class="btn-close" data-bs-dismiss="alert"/>
+                    </div>
+                </t>
+                <t t-if="request.params.get('success') == 'quotation_generated'">
+                    <div class="alert alert-success alert-dismissible fade show">
+                        <i class="fa fa-check-circle me-1"/> Quotation generated successfully!
+                        <button type="button" class="btn-close" data-bs-dismiss="alert"/>
+                    </div>
+                </t>
+                <t t-if="request.params.get('error')">
+                    <div class="alert alert-danger alert-dismissible fade show">
+                        <t t-out="request.params.get('error')"/>
+                        <button type="button" class="btn-close" data-bs-dismiss="alert"/>
+                    </div>
+                </t>
+
+                <!-- ===== DYNAMIC Step Indicator ===== -->
+                <div class="wc-steps mb-4">
+                    <div class="d-flex justify-content-between">
+                        <t t-foreach="flow_steps" t-as="fstep">
+                            <div t-attf-class="wc-step-indicator text-center flex-fill #{'active' if fstep_index == 0 else ''}"
+                                 t-att-data-step="fstep_index + 1">
+                                <div class="wc-step-number rounded-circle d-inline-flex align-items-center justify-content-center">
+                                    <t t-out="fstep_index + 1"/>
+                                </div>
+                                <div class="wc-step-label small mt-1">
+                                    <t t-out="fstep.name"/>
+                                </div>
+                            </div>
+                        </t>
+                    </div>
+                </div>
+
+                <!-- Open in Backend link — only for internal users -->
+                <t t-if="assessment and request.env.user.has_group('base.group_user')">
+                    <div class="text-end mb-2">
+                        <a t-attf-href="/odoo/fusion-quotation-builder/#{assessment.id}"
+                           class="btn btn-sm btn-outline-secondary" target="_blank">
+                            <i class="fa fa-pencil me-1"/> Open in Backend
+                        </a>
+                    </div>
+                </t>
+
+                <form method="post"
+                      t-att-action="'/quotation/form/' + access_token + '/save'
+                          if is_public else '/my/quotation/builder/save'"
+                      id="wcForm" class="wc-form">
+                    <input type="hidden" name="csrf_token" t-att-value="request.csrf_token()"/>
+                    <input type="hidden" name="assessment_id"
+                        t-att-value="assessment.id if assessment else 0"/>
+                    <input type="hidden" name="current_step" id="currentStep" value="1"/>
+                    <input type="hidden" name="action" id="formAction" value="save"/>
+                    <!-- Store access token for JS to detect public mode -->
+                    <t t-if="is_public">
+                        <input type="hidden" name="access_token" id="accessToken"
+                               t-att-value="access_token"/>
+                    </t>
+
+                    <!-- Hidden fields for line data (populated by JS) -->
+                    <input type="hidden" name="line_product_ids" id="lineProductIds" value=""/>
+                    <input type="hidden" name="line_section_ids" id="lineSectionIds" value=""/>
+                    <input type="hidden" name="line_build_types" id="lineBuildTypes" value=""/>
+                    <input type="hidden" name="line_quantities" id="lineQuantities" value=""/>
+                    <input type="hidden" name="line_rationales" id="lineRationales" value=""/>
+
+                    <!-- ===== DYNAMIC Step Content ===== -->
+                    <t t-foreach="flow_steps" t-as="fstep">
+                        <div t-attf-class="wc-step #{'d-none' if fstep_index > 0 else ''}"
+                             t-att-data-step="fstep_index + 1"
+                             t-att-data-step-type="fstep.step_type">
+                            <t t-if="fstep.step_type == 'client_info'"
+                               t-call="fusion_quotations.fq_step_client"/>
+                            <t t-if="fstep.step_type == 'measurements'"
+                               t-call="fusion_quotations.fq_step_measurements"/>
+                            <t t-if="fstep.step_type == 'product_select'"
+                               t-call="fusion_quotations.fq_step_product_select"/>
+                            <t t-if="fstep.step_type == 'options'"
+                               t-call="fusion_quotations.fq_step_options"/>
+                            <t t-if="fstep.step_type == 'review'"
+                               t-call="fusion_quotations.fq_step_review"/>
+                            <t t-if="fstep.step_type == 'custom'"
+                               t-call="fusion_quotations.fq_step_custom"/>
+                        </div>
+                    </t>
+
+                    <!-- ============================================ -->
+                    <!-- NAVIGATION BUTTONS                           -->
+                    <!-- ============================================ -->
+                    <div class="d-flex justify-content-between mt-4 pt-3 border-top">
+                        <button type="button" class="btn btn-outline-secondary" id="btnPrev"
+                            style="display:none;">
+                            <i class="fa fa-arrow-left me-1"/> Previous
+                        </button>
+                        <div class="ms-auto d-flex gap-2">
+                            <button type="submit" class="btn btn-outline-primary" id="btnSave"
+                                name="action" value="save">
+                                <i class="fa fa-save me-1"/> Save Draft
+                            </button>
+                            <button type="button" class="btn btn-primary" id="btnNext">
+                                Next <i class="fa fa-arrow-right ms-1"/>
+                            </button>
+                            <button type="submit" class="btn btn-success d-none" id="btnGenerate"
+                                name="action" value="generate">
+                                <i class="fa fa-magic me-1"/> Generate Quotation
+                            </button>
+                        </div>
+                    </div>
+
+                </form>
+            </div>
+        </t>
+    </template>
+
+    <!-- ============================================================ -->
+    <!-- SUB-TEMPLATE: Client &amp; Equipment (step_type=client_info)  -->
+    <!-- ============================================================ -->
+    <template id="fq_step_client" name="Step: Client &amp; Equipment">
+        <!--
+            Config-driven client step. The step's fields_json controls which
+            optional field groups are shown. Example fields_json:
+            {
+              "show_health_card": true,
+              "show_dob": true,
+              "show_adp_fields": true,
+              "show_wheelchair_category": true,
+              "show_powerchair_category": false
+            }
+            Steps with no fields_json (or empty {}) show only the base fields:
+            name, contact, address, and equipment type selector.
+        -->
+        <t t-set="client_config" t-value="step_fields.get(fstep.id, {})"/>
+        <h4 class="mb-3">Client &amp; Equipment</h4>
+
+        <div class="row g-3">
+            <!-- ── LEFT COLUMN: Client Info ── -->
+            <div class="col-md-6">
+              <div class="card wc-section-card h-100">
+                <div class="card-header"><h5 class="mb-0"><i class="fa fa-user me-2"/>Client</h5></div>
+                <div class="card-body">
+                <div class="mb-3 wc-search-container" style="position:relative;z-index:100;">
+                    <label class="form-label fw-bold">Search Existing Client</label>
+                    <div class="input-group">
+                        <span class="input-group-text"><i class="fa fa-search"/></span>
+                        <input type="text" class="form-control" id="clientSearch"
+                            placeholder="Type name, phone, or health card..."
+                            autocomplete="off"/>
+                    </div>
+                    <div id="clientSearchResults" class="list-group d-none"
+                        style="position:absolute;z-index:1060;width:100%;max-height:300px;overflow-y:auto;background:var(--bs-body-bg);box-shadow:0 8px 30px rgba(0,0,0,.18);border:1px solid var(--bs-border-color);border-top:none;border-radius:0 0 .5rem .5rem;"/>
+                    <input type="hidden" name="partner_id" id="partnerId"
+                        t-att-value="assessment.partner_id.id if assessment and assessment.partner_id else 0"/>
+                </div>
+                <div id="selectedClient" class="alert alert-info d-none mb-3">
+                    <strong id="selectedClientName"/>
+                    <button type="button" class="btn btn-sm btn-outline-secondary ms-2"
+                        id="clearClient">Change</button>
+                </div>
+                <div id="newClientFields">
+                    <div class="row g-2 mb-2">
+                        <div class="col">
+                            <input type="text" name="client_first_name" class="form-control"
+                                placeholder="First Name"
+                                t-att-value="assessment.client_first_name if assessment else ''"/>
+                        </div>
+                        <div class="col">
+                            <input type="text" name="client_last_name" class="form-control"
+                                placeholder="Last Name"
+                                t-att-value="assessment.client_last_name if assessment else ''"/>
+                        </div>
+                    </div>
+                    <div class="row g-2 mb-2">
+                        <div class="col">
+                            <input type="tel" name="client_phone" class="form-control"
+                                placeholder="Phone"
+                                t-att-value="assessment.client_phone if assessment else ''"/>
+                        </div>
+                        <div class="col">
+                            <input type="email" name="client_email" class="form-control"
+                                placeholder="Email"
+                                t-att-value="assessment.client_email if assessment else ''"/>
+                        </div>
+                    </div>
+                    <input type="text" name="client_street" class="form-control mb-2"
+                        placeholder="Street Address"
+                        t-att-value="assessment.client_street if assessment else ''"/>
+                    <div class="row g-2 mb-2">
+                        <div class="col">
+                            <input type="text" name="client_city" class="form-control"
+                                placeholder="City"
+                                t-att-value="assessment.client_city if assessment else ''"/>
+                        </div>
+                        <div class="col">
+                            <select name="client_state_id" class="form-select">
+                                <option value="">Province</option>
+                                <t t-foreach="provinces" t-as="prov">
+                                    <option t-att-value="prov.id"
+                                        t-att-selected="assessment and assessment.client_state_id.id == prov.id">
+                                        <t t-out="prov.name"/>
+                                    </option>
+                                </t>
+                            </select>
+                        </div>
+                        <div class="col-3">
+                            <input type="text" name="client_zip" class="form-control"
+                                placeholder="Postal Code"
+                                t-att-value="assessment.client_zip if assessment else ''"/>
+                        </div>
+                    </div>
+                </div>
+                <!-- Health Card — controlled by step config -->
+                <t t-if="client_config.get('show_health_card') or client_config.get('show_dob')">
+                    <div class="row g-2 mb-2">
+                        <t t-if="client_config.get('show_health_card')">
+                            <div class="col">
+                                <label class="form-label">Health Card</label>
+                                <input type="text" name="client_health_card" class="form-control"
+                                    t-att-value="assessment.client_health_card if assessment else ''"/>
+                            </div>
+                        </t>
+                        <t t-if="client_config.get('show_dob')">
+                            <div class="col">
+                                <label class="form-label">Date of Birth</label>
+                                <input type="date" name="client_dob" class="form-control"
+                                    t-att-value="assessment.client_dob if assessment else ''"/>
+                            </div>
+                        </t>
+                    </div>
+                </t>
+                </div><!-- /card-body -->
+              </div><!-- /card -->
+            </div>
+
+            <!-- ── RIGHT COLUMN: Equipment Config ── -->
+            <div class="col-md-6">
+              <div class="card wc-section-card h-100">
+                <div class="card-header"><h5 class="mb-0"><i class="fa fa-cogs me-2"/>Equipment</h5></div>
+                <div class="card-body">
+                <!-- Equipment type — show current type as label + hidden field -->
+                <div class="mb-3">
+                    <label class="form-label fw-bold">Equipment Type</label>
+                    <div class="d-flex align-items-center gap-2">
+                        <t t-foreach="equipment_types" t-as="etype">
+                            <t t-if="etype.code == equipment_type">
+                                <span class="badge bg-primary fs-6 py-2 px-3">
+                                    <i t-attf-class="fa #{etype.icon or 'fa-cog'} me-1"/> <t t-out="etype.name"/>
+                                </span>
+                            </t>
+                        </t>
+                        <input type="hidden" name="equipment_type" t-att-value="equipment_type"/>
+                    </div>
+                </div>
+                <!-- Wheelchair category — controlled by step config -->
+                <t t-if="client_config.get('show_wheelchair_category')">
+                    <div class="mb-3" id="wheelchairTypeGroup">
+                        <label class="form-label">Wheelchair Category</label>
+                        <select name="wheelchair_type" class="form-select">
+                            <option value="">Select...</option>
+                            <option value="type_1" t-att-selected="assessment and assessment.wheelchair_type == 'type_1'">Type 1 - Standard</option>
+                            <option value="type_2" t-att-selected="assessment and assessment.wheelchair_type == 'type_2'">Type 2 - Lightweight</option>
+                            <option value="type_3" t-att-selected="assessment and assessment.wheelchair_type == 'type_3'">Type 3 - Ultra Lightweight</option>
+                            <option value="type_4" t-att-selected="assessment and assessment.wheelchair_type == 'type_4'">Type 4 - Rigid Frame</option>
+                            <option value="type_5" t-att-selected="assessment and assessment.wheelchair_type == 'type_5'">Type 5 - Dynamic Tilt</option>
+                        </select>
+                    </div>
+                </t>
+                <!-- Powerchair category — controlled by step config -->
+                <t t-if="client_config.get('show_powerchair_category')">
+                    <div class="mb-3" id="powerchairTypeGroup">
+                        <label class="form-label">Powerchair Category</label>
+                        <select name="powerchair_type" class="form-select">
+                            <option value="">Select...</option>
+                            <option value="type_1" t-att-selected="assessment and assessment.powerchair_type == 'type_1'">Power Base Type 1</option>
+                            <option value="type_2" t-att-selected="assessment and assessment.powerchair_type == 'type_2'">Power Base Type 2</option>
+                            <option value="type_3" t-att-selected="assessment and assessment.powerchair_type == 'type_3'">Power Base Type 3</option>
+                        </select>
+                    </div>
+                </t>
+                <!-- ADP fields (client type + reason) — controlled by step config -->
+                <t t-if="client_config.get('show_adp_fields')">
+                    <div class="mb-3">
+                        <label class="form-label">Client Type</label>
+                        <select name="client_type" class="form-select">
+                            <option value="reg" t-att-selected="not assessment or assessment.client_type == 'reg'">REG - Regular ADP (75/25)</option>
+                            <option value="ods" t-att-selected="assessment and assessment.client_type == 'ods'">ODS - ODSP (100% ADP)</option>
+                            <option value="acs" t-att-selected="assessment and assessment.client_type == 'acs'">ACS - ACSD (100% ADP)</option>
+                            <option value="owp" t-att-selected="assessment and assessment.client_type == 'owp'">OWP - Ontario Works (100% ADP)</option>
+                        </select>
+                    </div>
+                    <input type="hidden" name="build_type" value="modular"/>
+                    <div class="mb-3">
+                        <label class="form-label">Reason for Application</label>
+                        <select name="reason_for_application" class="form-select">
+                            <option value="">Select...</option>
+                            <option value="first_access" t-att-selected="assessment and assessment.reason_for_application == 'first_access'">First Access</option>
+                            <option value="additions" t-att-selected="assessment and assessment.reason_for_application == 'additions'">Additions</option>
+                            <option value="modifications" t-att-selected="assessment and assessment.reason_for_application == 'modifications'">Modifications</option>
+                            <option value="replacements" t-att-selected="assessment and assessment.reason_for_application == 'replacements'">Replacements</option>
+                        </select>
+                    </div>
+                </t>
+                </div><!-- /card-body -->
+              </div><!-- /card -->
+            </div>
+        </div>
+    </template>
+
+    <!-- ============================================================ -->
+    <!-- SUB-TEMPLATE: Measurements (step_type=measurements)           -->
+    <!-- ============================================================ -->
+    <template id="fq_step_measurements" name="Step: Measurements">
+        <h4 class="mb-3"><t t-out="fstep.name"/></h4>
+        <t t-if="fstep.help_text">
+            <p class="text-muted"><t t-out="fstep.help_text"/></p>
+        </t>
+        <t t-if="not fstep.help_text">
+            <p class="text-muted">All measurements are required for the ADP application.</p>
+        </t>
+
+        <!-- Dynamic fields from fields_json -->
+        <t t-set="mfields" t-value="step_fields.get(fstep.id, [])"/>
+        <t t-if="mfields">
+            <div class="row g-3">
+                <t t-foreach="mfields" t-as="mf">
+                    <div class="col-md-6">
+                        <div class="wc-measurement-field p-3 border rounded">
+                            <label class="form-label fw-bold" t-out="mf.get('label', '')"/>
+                            <t t-if="mf.get('type') == 'selection'">
+                                <select t-att-name="mf.get('name')" class="form-select"
+                                        t-att-required="mf.get('required')">
+                                    <option value="">Select...</option>
+                                    <t t-foreach="mf.get('options', [])" t-as="opt">
+                                        <option t-att-value="opt[0]"
+                                                t-att-selected="field_values.get(mf.get('name')) == str(opt[0])"
+                                                t-out="opt[1]"/>
+                                    </t>
+                                </select>
+                            </t>
+                            <t t-if="mf.get('type') != 'selection'">
+                                <div class="d-flex gap-2 align-items-center">
+                                    <input t-att-type="'number' if mf.get('type') in ('float', 'integer') else 'text'"
+                                           t-att-step="mf.get('step', '0.25') if mf.get('type') == 'float' else ('1' if mf.get('type') == 'integer' else '')"
+                                           t-att-name="mf.get('name')"
+                                           class="form-control wc-measurement-input"
+                                           t-att-data-upcharge-field="mf.get('name')"
+                                           t-att-value="field_values.get(mf.get('name'), '')"
+                                           t-att-required="mf.get('required')"/>
+                                    <t t-if="mf.get('units')">
+                                        <select t-att-name="mf.get('unit_field', mf.get('name') + '_unit')"
+                                                class="form-select wc-unit-select" style="width:100px;">
+                                            <t t-foreach="mf.get('units', [])" t-as="unit">
+                                                <option t-att-value="unit"
+                                                        t-att-selected="field_values.get(mf.get('unit_field', mf.get('name') + '_unit')) == unit"
+                                                        t-out="unit"/>
+                                            </t>
+                                        </select>
+                                    </t>
+                                    <t t-if="mf.get('unit') and not mf.get('units')">
+                                        <span class="input-group-text" t-out="mf.get('unit')"/>
+                                    </t>
+                                    <span class="wc-upcharge-badge d-none"/>
+                                </div>
+                            </t>
+                        </div>
+                    </div>
+                </t>
+            </div>
+        </t>
+
+        <!-- Fallback: hardcoded wheelchair measurement fields -->
+        <t t-if="not mfields">
+            <div class="row g-3">
+                <t t-foreach="[
+                    ('seat_width', 'Seat Width', 'seat_width_unit', 'inches'),
+                    ('seat_depth', 'Seat Depth', 'seat_depth_unit', 'inches'),
+                    ('finished_seat_to_floor_height', 'Finished Seat to Floor Height', 'seat_to_floor_unit', 'inches'),
+                    ('back_cane_height', 'Back Cane Height', 'cane_height_unit', 'inches'),
+                    ('finished_back_height', 'Finished Back Height', 'back_height_unit', 'inches'),
+                    ('finished_leg_rest_length', 'Finished Leg Rest Length', 'leg_rest_unit', 'inches'),
+                ]" t-as="mfield">
+                    <div class="col-md-6">
+                        <div class="wc-measurement-field p-3 border rounded">
+                            <label class="form-label fw-bold" t-out="mfield[1]"/>
+                            <div class="d-flex gap-2 align-items-center">
+                                <input type="number" step="0.25" t-att-name="mfield[0]"
+                                    class="form-control wc-measurement-input"
+                                    t-att-data-upcharge-field="mfield[0]"
+                                    t-att-value="field_values.get(mfield[0], '')"/>
+                                <select t-att-name="mfield[2]" class="form-select wc-unit-select" style="width:100px;">
+                                    <option value="cm"
+                                        t-att-selected="field_values.get(mfield[2]) == 'cm'">cm</option>
+                                    <option value="inches"
+                                        t-att-selected="not field_values.get(mfield[2]) or field_values.get(mfield[2]) == 'inches'">inches</option>
+                                </select>
+                                <span class="wc-upcharge-badge d-none"/>
+                            </div>
+                        </div>
+                    </div>
+                </t>
+                <!-- Client Weight -->
+                <div class="col-md-6">
+                    <div class="wc-measurement-field p-3 border rounded">
+                        <label class="form-label fw-bold">Client Weight</label>
+                        <div class="d-flex gap-2 align-items-center">
+                            <input type="number" step="1" name="client_weight"
+                                class="form-control wc-measurement-input"
+                                data-upcharge-field="client_weight"
+                                t-att-value="assessment and assessment.client_weight or ''"/>
+                            <select name="client_weight_unit" class="form-select wc-unit-select" style="width:100px;">
+                                <option value="kg"
+                                    t-att-selected="assessment and assessment.client_weight_unit == 'kg'">kg</option>
+                                <option value="lbs"
+                                    t-att-selected="not assessment or assessment.client_weight_unit == 'lbs'">lbs</option>
+                            </select>
+                            <span class="wc-upcharge-badge d-none"/>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </t>
+
+        <!-- Upcharges Preview -->
+        <div id="upchargePreview" class="mt-3 d-none">
+            <h5>Auto-Applied Upcharges</h5>
+            <div id="upchargeList"/>
+        </div>
+    </template>
+
+    <!-- ============================================================ -->
+    <!-- SUB-TEMPLATE: Product Selection (step_type=product_select)    -->
+    <!-- ============================================================ -->
+    <template id="fq_step_product_select" name="Step: Product Selection">
+        <h4 class="mb-3"><t t-out="fstep.name"/></h4>
+        <t t-if="fstep.help_text">
+            <p class="text-muted"><t t-out="fstep.help_text"/></p>
+        </t>
+
+        <div class="mb-3 wc-search-container" style="position:relative;z-index:100;">
+            <label class="form-label fw-bold">Search Product</label>
+            <div class="input-group">
+                <span class="input-group-text"><i class="fa fa-search"/></span>
+                <input type="text" class="form-control wc-product-search"
+                    id="frameSearch" t-att-data-section="fstep.section_code or 'frame'"
+                    placeholder="Type product name, model, or ADP code..."
+                    autocomplete="off"/>
+            </div>
+            <div id="frameSearchResults" class="list-group d-none"
+                style="position:absolute;z-index:1060;width:100%;max-height:300px;overflow-y:auto;background:var(--bs-body-bg);box-shadow:0 8px 30px rgba(0,0,0,.18);border:1px solid var(--bs-border-color);border-top:none;border-radius:0 0 .5rem .5rem;"/>
+            <input type="hidden" name="frame_product_tmpl_id" id="frameProductTmplId"
+                t-att-value="assessment.frame_product_tmpl_id.id if assessment and assessment.frame_product_tmpl_id else ''"/>
+            <input type="hidden" name="frame_product_id" id="frameProductId"
+                t-att-value="assessment.frame_product_id.id if assessment and assessment.frame_product_id else ''"/>
+        </div>
+        <div id="selectedFrame" class="d-none" style="position:relative;z-index:1;">
+            <div class="card">
+                <div class="card-body">
+                    <div class="d-flex justify-content-between align-items-start">
+                        <div>
+                            <h5 class="card-title mb-1" id="selectedFrameName"/>
+                            <div class="d-flex gap-4 text-muted small">
+                                <span>ADP Code: <strong id="selectedFrameCode"/></span>
+                                <span>ADP Price: $<strong id="selectedFramePrice"/></span>
+                            </div>
+                        </div>
+                        <button type="button" class="btn btn-sm btn-outline-secondary"
+                            id="clearFrame"><i class="fa fa-times me-1"/>Change</button>
+                    </div>
+                    <!-- Frame Configurator (shown when template has multiple variants) -->
+                    <div id="frameConfigurator" class="wc-configurator-panel d-none">
+                        <div class="wc-config-title">
+                            <i class="fa fa-sliders me-2"/>Configure Options
+                        </div>
+                        <div id="frameAttributeSelectors" class="row g-2"/>
+                        <div id="frameVariantInfo" class="d-none">
+                            <span class="wc-variant-resolved">
+                                <i class="fa fa-check-circle"/>
+                                <span>Resolved: <strong id="frameVariantName"/></span>
+                            </span>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+
+        <!-- Standard options for this section -->
+        <div id="standardFrameOptions" class="mt-3" style="position:relative;z-index:1;">
+            <h5>Standard Options</h5>
+            <div id="frameOptionsGrid" class="row g-2"/>
+        </div>
+
+        <div class="mt-3" style="position:relative;z-index:1;">
+            <label class="form-label">Notes</label>
+            <textarea name="frame_notes" class="form-control" rows="2"
+                t-out="assessment.frame_notes if assessment else ''"/>
+        </div>
+    </template>
+
+    <!-- ============================================================ -->
+    <!-- SUB-TEMPLATE: Options &amp; Accessories (step_type=options)    -->
+    <!-- ============================================================ -->
+    <template id="fq_step_options" name="Step: Options">
+        <h4 class="mb-3"><t t-out="fstep.name"/></h4>
+        <t t-if="fstep.help_text">
+            <p class="text-muted"><t t-out="fstep.help_text"/></p>
+        </t>
+
+        <!-- Seating/Positioning sections with accordion -->
+        <t t-if="fstep.section_code == 'seating'">
+            <p class="text-muted">Select seating and positioning devices. Choose Modular or Custom Fabricated for each.</p>
+            <div class="accordion" id="seatingAccordion">
+                <t t-foreach="sections" t-as="section">
+                    <t t-if="section.has_build_type and section.code != 'accessories'">
+                        <div class="accordion-item wc-equipment-section"
+                            t-att-data-equipment-type="section.equipment_type"
+                            t-att-style="'' if (section.equipment_type in ('both', equipment_type) or (section.equipment_type == 'wheelchair' and equipment_type in ('manual_wheelchair', 'power_wheelchair'))) else 'display:none;'">
+                            <h2 class="accordion-header">
+                                <button class="accordion-button collapsed" type="button"
+                                    data-bs-toggle="collapse"
+                                    t-attf-data-bs-target="#collapse_#{section.code}">
+                                    <i t-attf-class="fa #{section.icon or 'fa-cube'} me-2"/>
+                                    <t t-out="section.name"/>
+                                </button>
+                            </h2>
+                            <div t-attf-id="collapse_#{section.code}" class="accordion-collapse collapse"
+                                data-bs-parent="#seatingAccordion">
+                                <div class="accordion-body">
+                                    <!-- Build Type Toggle -->
+                                    <div class="mb-3">
+                                        <label class="form-label fw-bold">Build Type</label>
+                                        <div class="d-flex gap-2">
+                                            <label class="btn btn-sm btn-outline-secondary wc-radio-btn">
+                                                <input type="radio" t-attf-name="section_build_#{section.code}"
+                                                    value="modular" checked="checked"
+                                                    class="wc-section-build-type"
+                                                    t-att-data-section="section.code"/>
+                                                Modular
+                                            </label>
+                                            <label class="btn btn-sm btn-outline-secondary wc-radio-btn">
+                                                <input type="radio" t-attf-name="section_build_#{section.code}"
+                                                    value="custom_fabricated"
+                                                    class="wc-section-build-type"
+                                                    t-att-data-section="section.code"/>
+                                                Custom Fabricated
+                                            </label>
+                                        </div>
+                                    </div>
+
+                                    <!-- Measurement fields if section has them -->
+                                    <t t-if="section.has_width or section.has_depth or section.has_height">
+                                        <div class="row g-2 mb-3">
+                                            <t t-if="section.has_width">
+                                                <div class="col-md-4">
+                                                    <label class="form-label" t-out="section.width_label"/>
+                                                    <input type="number" step="0.25" class="form-control"
+                                                        t-attf-name="section_width_#{section.code}"/>
+                                                </div>
+                                            </t>
+                                            <t t-if="section.has_depth">
+                                                <div class="col-md-4">
+                                                    <label class="form-label" t-out="section.depth_label"/>
+                                                    <input type="number" step="0.25" class="form-control"
+                                                        t-attf-name="section_depth_#{section.code}"/>
+                                                </div>
+                                            </t>
+                                            <t t-if="section.has_height">
+                                                <div class="col-md-4">
+                                                    <label class="form-label" t-out="section.height_label"/>
+                                                    <input type="number" step="0.25" class="form-control"
+                                                        t-attf-name="section_height_#{section.code}"/>
+                                                </div>
+                                            </t>
+                                        </div>
+                                    </t>
+
+                                    <!-- Product options for this section -->
+                                    <div class="wc-section-options" t-att-data-section="section.code"
+                                        t-att-data-section-id="section.id">
+                                        <div class="wc-options-grid row g-2"/>
+                                        <!-- Custom search -->
+                                        <div class="mt-2 wc-search-container">
+                                            <input type="text" class="form-control form-control-sm wc-product-search"
+                                                t-att-data-section="section.code"
+                                                placeholder="Search for product..."
+                                                autocomplete="off"/>
+                                            <div class="wc-search-results list-group d-none"/>
+                                        </div>
+                                    </div>
+
+                                    <!-- Sub-sections -->
+                                    <t t-foreach="section.child_ids" t-as="child">
+                                        <div class="mt-3 ps-3 border-start">
+                                            <h6><t t-out="child.name"/></h6>
+                                            <div class="wc-section-options" t-att-data-section="child.code"
+                                                t-att-data-section-id="child.id">
+                                                <div class="wc-options-grid row g-2"/>
+                                                <div class="mt-1 wc-search-container">
+                                                    <input type="text" class="form-control form-control-sm wc-product-search"
+                                                        t-att-data-section="child.code"
+                                                        placeholder="Search..."
+                                                        autocomplete="off"/>
+                                                    <div class="wc-search-results list-group d-none"/>
+                                                </div>
+                                            </div>
+                                        </div>
+                                    </t>
+                                </div>
+                            </div>
+                        </div>
+                    </t>
+                </t>
+            </div>
+        </t>
+
+        <!-- ADP Options &amp; Accessories (flat checkbox grids) -->
+        <t t-if="fstep.section_code != 'seating'">
+            <p class="text-muted">
+                Select applicable options. Items marked with * require clinical rationale.
+            </p>
+            <div id="adpOptionsGrid" class="row g-2">
+                <!-- Populated by JS from section options -->
+            </div>
+
+            <h4 class="mt-4 mb-3">Accessories</h4>
+            <div id="accessoriesGrid" class="row g-2">
+                <!-- Populated by JS -->
+            </div>
+            <div class="mt-2 wc-search-container">
+                <input type="text" class="form-control wc-product-search"
+                    data-section="accessories"
+                    placeholder="Search for accessories..."
+                    autocomplete="off"/>
+                <div class="wc-search-results list-group d-none"/>
+            </div>
+        </t>
+    </template>
+
+    <!-- ============================================================ -->
+    <!-- SUB-TEMPLATE: Review &amp; Generate (step_type=review)        -->
+    <!-- ============================================================ -->
+    <template id="fq_step_review" name="Step: Review &amp; Generate">
+        <h4 class="mb-3">Review &amp; Generate Quotation</h4>
+
+        <!-- Selected Items Summary -->
+        <div id="reviewSummary">
+            <table class="table table-sm">
+                <thead>
+                    <tr>
+                        <th>Section</th>
+                        <th>Product</th>
+                        <th>ADP Code</th>
+                        <th>Build</th>
+                        <th class="text-end">Qty</th>
+                        <th class="text-end">Price</th>
+                    </tr>
+                </thead>
+                <tbody id="reviewTableBody"/>
+                <tfoot>
+                    <tr class="fw-bold">
+                        <td colspan="5" class="text-end">Estimated Total:</td>
+                        <td class="text-end" id="reviewTotal">$0.00</td>
+                    </tr>
+                </tfoot>
+            </table>
+        </div>
+
+        <!-- Upcharges Summary -->
+        <div id="reviewUpcharges" class="d-none">
+            <h5>Auto-Applied Upcharges</h5>
+            <div id="reviewUpchargeList"/>
+        </div>
+
+        <!-- Measurements Summary -->
+        <div class="card mt-3">
+            <div class="card-header">
+                <h5 class="mb-0">Measurements Summary</h5>
+            </div>
+            <div class="card-body" id="reviewMeasurements"/>
+        </div>
+
+        <div class="mt-3">
+            <label class="form-label">Additional Notes</label>
+            <textarea name="notes" class="form-control" rows="3"
+                t-out="assessment.notes if assessment else ''"/>
+        </div>
+    </template>
+
+    <!-- ============================================================ -->
+    <!-- SUB-TEMPLATE: Custom Fields (step_type=custom)                -->
+    <!-- ============================================================ -->
+    <template id="fq_step_custom" name="Step: Custom Fields">
+        <h4 class="mb-3"><t t-out="fstep.name"/></h4>
+        <t t-if="fstep.help_text">
+            <p class="text-muted"><t t-out="fstep.help_text"/></p>
+        </t>
+
+        <t t-set="cfields" t-value="step_fields.get(fstep.id, [])"/>
+        <t t-if="cfields">
+            <div class="row g-3">
+                <t t-foreach="cfields" t-as="cf">
+                    <div class="col-md-6">
+                        <div class="p-3 border rounded">
+                            <label class="form-label fw-bold" t-out="cf.get('label', '')"/>
+                            <t t-if="cf.get('type') == 'selection'">
+                                <select t-att-name="cf.get('name')" class="form-select"
+                                        t-att-required="cf.get('required')">
+                                    <option value="">Select...</option>
+                                    <t t-foreach="cf.get('options', [])" t-as="opt">
+                                        <option t-att-value="opt[0]"
+                                                t-att-selected="field_values.get(cf.get('name')) == str(opt[0])"
+                                                t-out="opt[1]"/>
+                                    </t>
+                                </select>
+                            </t>
+                            <t t-if="cf.get('type') == 'text'">
+                                <textarea t-att-name="cf.get('name')" class="form-control" rows="3"
+                                          t-att-required="cf.get('required')"
+                                          t-out="field_values.get(cf.get('name'), '')"/>
+                            </t>
+                            <t t-if="cf.get('type') == 'boolean'">
+                                <div class="form-check">
+                                    <input type="checkbox" class="form-check-input"
+                                           t-att-name="cf.get('name')"
+                                           t-att-checked="field_values.get(cf.get('name'))"/>
+                                    <label class="form-check-label" t-out="cf.get('label', '')"/>
+                                </div>
+                            </t>
+                            <t t-if="cf.get('type') in ('float', 'integer')">
+                                <div class="input-group">
+                                    <input t-att-type="'number'"
+                                           t-att-step="'0.01' if cf.get('type') == 'float' else '1'"
+                                           t-att-name="cf.get('name')"
+                                           class="form-control"
+                                           t-att-value="field_values.get(cf.get('name'), '')"
+                                           t-att-required="cf.get('required')"/>
+                                    <t t-if="cf.get('unit')">
+                                        <span class="input-group-text" t-out="cf.get('unit')"/>
+                                    </t>
+                                </div>
+                            </t>
+                            <t t-if="cf.get('type') not in ('selection', 'text', 'boolean', 'float', 'integer')">
+                                <input type="text" t-att-name="cf.get('name')" class="form-control"
+                                       t-att-value="field_values.get(cf.get('name'), '')"
+                                       t-att-required="cf.get('required')"/>
+                            </t>
+                        </div>
+                    </div>
+                </t>
+            </div>
+        </t>
+        <t t-if="not cfields">
+            <div class="alert alert-info">
+                No custom fields configured for this step.
+            </div>
+        </t>
+    </template>
+
+    <!-- ============================================================ -->
+    <!-- EMBEDDABLE FORM (no portal chrome — for iframe embedding)   -->
+    <!-- ============================================================ -->
+    <template id="portal_quotation_form_embed" name="Equipment Assessment Form (Embed)">
+        <t t-call="web.frontend_layout">
+            <t t-set="no_header" t-value="True"/>
+            <t t-set="no_footer" t-value="True"/>
+
+            <div class="container-fluid py-3 wc-assessment-form" id="wcAssessmentForm">
+
+                <!-- Success/Error Messages -->
+                <t t-if="request.params.get('success') == 'saved'">
+                    <div class="alert alert-success alert-dismissible fade show">
+                        Assessment saved successfully.
+                        <button type="button" class="btn-close" data-bs-dismiss="alert"/>
+                    </div>
+                </t>
+                <t t-if="request.params.get('success') == 'quotation_generated'">
+                    <div class="alert alert-success alert-dismissible fade show">
+                        <i class="fa fa-check-circle me-1"/> Quotation generated!
+                        <button type="button" class="btn-close" data-bs-dismiss="alert"/>
+                    </div>
+                </t>
+                <t t-if="request.params.get('error')">
+                    <div class="alert alert-danger alert-dismissible fade show">
+                        <t t-out="request.params.get('error')"/>
+                        <button type="button" class="btn-close" data-bs-dismiss="alert"/>
+                    </div>
+                </t>
+
+                <!-- Dynamic Step Indicator -->
+                <div class="wc-steps mb-4">
+                    <div class="d-flex justify-content-between">
+                        <t t-foreach="flow_steps" t-as="fstep">
+                            <div t-attf-class="wc-step-indicator text-center flex-fill #{'active' if fstep_index == 0 else ''}"
+                                 t-att-data-step="fstep_index + 1">
+                                <div class="wc-step-number rounded-circle d-inline-flex align-items-center justify-content-center">
+                                    <t t-out="fstep_index + 1"/>
+                                </div>
+                                <div class="wc-step-label small mt-1">
+                                    <t t-out="fstep.name"/>
+                                </div>
+                            </div>
+                        </t>
+                    </div>
+                </div>
+
+                <form method="post"
+                      t-att-action="'/quotation/form/' + access_token + '/save'"
+                      id="wcForm" class="wc-form">
+                    <input type="hidden" name="csrf_token" t-att-value="request.csrf_token()"/>
+                    <input type="hidden" name="assessment_id"
+                        t-att-value="assessment.id if assessment else 0"/>
+                    <input type="hidden" name="current_step" id="currentStep" value="1"/>
+                    <input type="hidden" name="action" id="formAction" value="save"/>
+                    <input type="hidden" name="access_token" id="accessToken"
+                           t-att-value="access_token"/>
+
+                    <!-- Hidden fields for line data -->
+                    <input type="hidden" name="line_product_ids" id="lineProductIds" value=""/>
+                    <input type="hidden" name="line_section_ids" id="lineSectionIds" value=""/>
+                    <input type="hidden" name="line_build_types" id="lineBuildTypes" value=""/>
+                    <input type="hidden" name="line_quantities" id="lineQuantities" value=""/>
+                    <input type="hidden" name="line_rationales" id="lineRationales" value=""/>
+
+                    <p class="text-muted text-center mb-3">
+                        <i class="fa fa-cogs me-1"/>
+                        Equipment Assessment Form
+                    </p>
+
+                    <!-- NOTE: The embed template reuses the same step structure.
+                         For a full implementation, you would include the same step
+                         content from the main template. For now we render a minimal
+                         placeholder that the JS widget will populate. -->
+                    <div class="text-center py-5 text-muted">
+                        <i class="fa fa-spinner fa-spin fa-2x mb-3 d-block"/>
+                        Loading assessment form...
+                    </div>
+
+                    <!-- Navigation Buttons -->
+                    <div class="wc-form-navigation mt-4 border-top pt-3">
+                        <div class="d-flex justify-content-between">
+                            <button type="submit" class="btn btn-outline-secondary" id="btnSaveDraft">
+                                <i class="fa fa-save me-1"/> Save Draft
+                            </button>
+                            <div>
+                                <button type="button" class="btn btn-secondary d-none" id="btnPrev">
+                                    <i class="fa fa-arrow-left me-1"/> Previous
+                                </button>
+                                <button type="button" class="btn btn-primary" id="btnNext">
+                                    Next <i class="fa fa-arrow-right ms-1"/>
+                                </button>
+                                <button type="submit" class="btn btn-success d-none" id="btnGenerate"
+                                    name="action" value="generate">
+                                    <i class="fa fa-magic me-1"/> Generate Quotation
+                                </button>
+                            </div>
+                        </div>
+                    </div>
+
+                </form>
+            </div>
+        </t>
+    </template>
+
+    <!-- ============================================================ -->
+    <!-- PUBLIC FORM — INVALID TOKEN PAGE                             -->
+    <!-- ============================================================ -->
+    <template id="public_form_invalid" name="Invalid Assessment Link">
+        <t t-call="web.frontend_layout">
+            <div class="container py-5">
+                <div class="row justify-content-center">
+                    <div class="col-md-6 text-center">
+                        <i class="fa fa-chain-broken fa-4x text-muted mb-3 d-block"/>
+                        <h3 class="mb-3">This link is no longer valid</h3>
+                        <t t-if="status == 'not_found'">
+                            <p class="text-muted">
+                                The assessment form you're trying to access doesn't exist
+                                or the link has expired.
+                            </p>
+                        </t>
+                        <t t-if="status == 'cancelled'">
+                            <p class="text-muted">
+                                This assessment has been cancelled and is no longer
+                                available for editing.
+                            </p>
+                        </t>
+                        <a href="/" class="btn btn-primary mt-3">
+                            <i class="fa fa-home me-1"/> Go Home
+                        </a>
+                    </div>
+                </div>
+            </div>
+        </t>
+    </template>
+
+</odoo>

fusion_quotations/views/wc_assessment_views.xml

@@ -0,0 +1,496 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <!-- ============================================================ -->
+    <!-- ASSESSMENT TREE VIEW                                          -->
+    <!-- ============================================================ -->
+    <record id="view_wc_assessment_tree" model="ir.ui.view">
+        <field name="name">fusion.wc.assessment.tree</field>
+        <field name="model">fusion.wc.assessment</field>
+        <field name="arch" type="xml">
+            <list decoration-info="state == 'draft'"
+                  decoration-warning="state == 'review'"
+                  decoration-success="state == 'quoted'"
+                  decoration-muted="state == 'cancelled'">
+                <field name="reference"/>
+                <field name="client_name"/>
+                <field name="equipment_type"/>
+                <field name="wheelchair_type"/>
+                <field name="client_type"/>
+                <field name="build_type"/>
+                <field name="sales_rep_id"/>
+                <field name="assessment_date"/>
+                <field name="total_estimate" sum="Total"/>
+                <field name="state" widget="badge"
+                    decoration-info="state == 'draft'"
+                    decoration-warning="state == 'review'"
+                    decoration-success="state == 'quoted'"
+                    decoration-danger="state == 'cancelled'"/>
+            </list>
+        </field>
+    </record>
+
+    <!-- ============================================================ -->
+    <!-- ASSESSMENT KANBAN VIEW                                        -->
+    <!-- ============================================================ -->
+    <record id="view_wc_assessment_kanban" model="ir.ui.view">
+        <field name="name">fusion.wc.assessment.kanban</field>
+        <field name="model">fusion.wc.assessment</field>
+        <field name="arch" type="xml">
+            <kanban default_group_by="state" class="o_kanban_small_column">
+                <field name="state"/>
+                <field name="reference"/>
+                <field name="client_name"/>
+                <field name="equipment_type"/>
+                <field name="sales_rep_id"/>
+                <field name="total_estimate"/>
+                <templates>
+                    <t t-name="card">
+                        <div class="oe_kanban_content">
+                            <strong><field name="reference"/></strong>
+                            <div><field name="client_name"/></div>
+                            <div class="text-muted">
+                                <field name="equipment_type"/>
+                            </div>
+                            <div>
+                                <field name="sales_rep_id" widget="many2one_avatar_user"/>
+                                <span class="float-end fw-bold">
+                                    $<field name="total_estimate"/>
+                                </span>
+                            </div>
+                        </div>
+                    </t>
+                </templates>
+            </kanban>
+        </field>
+    </record>
+
+    <!-- ============================================================ -->
+    <!-- ASSESSMENT SEARCH VIEW                                        -->
+    <!-- ============================================================ -->
+    <record id="view_wc_assessment_search" model="ir.ui.view">
+        <field name="name">fusion.wc.assessment.search</field>
+        <field name="model">fusion.wc.assessment</field>
+        <field name="arch" type="xml">
+            <search string="Wheelchair Assessments">
+                <field name="reference"/>
+                <field name="client_name"/>
+                <field name="partner_id"/>
+                <field name="sales_rep_id"/>
+                <field name="authorizer_id"/>
+                <separator/>
+                <filter name="draft" string="In Progress"
+                    domain="[('state', '=', 'draft')]"/>
+                <filter name="review" string="Ready for Review"
+                    domain="[('state', '=', 'review')]"/>
+                <filter name="quoted" string="Quoted"
+                    domain="[('state', '=', 'quoted')]"/>
+                <separator/>
+                <filter name="manual" string="Manual Wheelchair"
+                    domain="[('equipment_type', '=', 'manual_wheelchair')]"/>
+                <filter name="power" string="Power Wheelchair / Scooter"
+                    domain="[('equipment_type', '=', 'power_wheelchair')]"/>
+                <filter name="walker" string="Walker / Ambulation Aid"
+                    domain="[('equipment_type', '=', 'walker')]"/>
+                <separator/>
+                <filter name="my_assessments" string="My Assessments"
+                    domain="[('sales_rep_id', '=', uid)]"/>
+                <separator/>
+                <filter name="group_state" string="Status"
+                    context="{'group_by': 'state'}"/>
+                <filter name="group_equipment" string="Equipment Type"
+                    context="{'group_by': 'equipment_type'}"/>
+                <filter name="group_rep" string="Sales Rep"
+                    context="{'group_by': 'sales_rep_id'}"/>
+                <filter name="group_date" string="Date"
+                    context="{'group_by': 'assessment_date:month'}"/>
+            </search>
+        </field>
+    </record>
+
+    <!-- ============================================================ -->
+    <!-- ASSESSMENT FORM VIEW                                          -->
+    <!-- ============================================================ -->
+    <record id="view_wc_assessment_form" model="ir.ui.view">
+        <field name="name">fusion.wc.assessment.form</field>
+        <field name="model">fusion.wc.assessment</field>
+        <field name="arch" type="xml">
+            <form string="Wheelchair Assessment">
+                <header>
+                    <button name="action_generate_quotation" string="Generate Quotation"
+                        type="object" class="btn-primary"
+                        invisible="state not in ('draft', 'review')"
+                        confirm="Generate a quotation from this assessment?"/>
+                    <button name="action_mark_review" string="Mark Ready"
+                        type="object" class="btn-secondary"
+                        invisible="state != 'draft'"/>
+                    <button name="action_cancel" string="Cancel"
+                        type="object" class="btn-secondary"
+                        invisible="state in ('quoted', 'cancelled')"/>
+                    <button name="action_reset_draft" string="Reset to Draft"
+                        type="object" class="btn-secondary"
+                        invisible="state != 'cancelled'"/>
+                    <field name="state" widget="statusbar"
+                        statusbar_visible="draft,review,quoted"/>
+                </header>
+                <sheet>
+                    <div class="oe_button_box" name="button_box">
+                        <button name="action_view_quotation" type="object"
+                            class="oe_stat_button" icon="fa-file-text-o"
+                            invisible="not sale_order_id">
+                            <span class="o_stat_text">Quotation</span>
+                        </button>
+                        <button name="action_open_portal_form" type="object"
+                            class="oe_stat_button" icon="fa-external-link">
+                            <span class="o_stat_text">Open Form</span>
+                        </button>
+                        <button name="action_generate_share_link" type="object"
+                            class="oe_stat_button" icon="fa-share-alt">
+                            <span class="o_stat_text">Share Link</span>
+                        </button>
+                    </div>
+                    <div class="oe_title">
+                        <h1>
+                            <field name="reference" readonly="1"/>
+                        </h1>
+                    </div>
+
+                    <notebook>
+                        <!-- TAB 1: CLIENT & EQUIPMENT -->
+                        <page string="Client &amp; Equipment" name="client">
+                            <group>
+                                <group string="Client">
+                                    <field name="partner_id"
+                                        invisible="create_new_partner"/>
+                                    <field name="create_new_partner"/>
+                                    <field name="client_first_name"
+                                        invisible="not create_new_partner"/>
+                                    <field name="client_last_name"
+                                        invisible="not create_new_partner"/>
+                                    <field name="client_phone"
+                                        invisible="not create_new_partner"/>
+                                    <field name="client_email"
+                                        invisible="not create_new_partner"/>
+                                    <field name="client_health_card"/>
+                                    <field name="client_dob"/>
+                                </group>
+                                <group string="Equipment">
+                                    <field name="equipment_type"/>
+                                    <field name="wheelchair_type"
+                                        invisible="equipment_type != 'manual_wheelchair'"/>
+                                    <field name="powerchair_type"
+                                        invisible="equipment_type != 'power_wheelchair'"/>
+                                    <field name="walker_type"
+                                        invisible="equipment_type != 'walker'"/>
+                                    <field name="client_type"/>
+                                    <field name="build_type"
+                                        invisible="equipment_type == 'walker'"/>
+                                    <field name="reason_for_application"/>
+                                </group>
+                            </group>
+                            <group>
+                                <group string="Assessment">
+                                    <field name="sales_rep_id"/>
+                                    <field name="authorizer_id"/>
+                                    <field name="assessment_date"/>
+                                </group>
+                            </group>
+                        </page>
+
+                        <!-- TAB 2: ADP MEASUREMENTS -->
+                        <page string="Measurements" name="measurements">
+
+                            <!-- MANUAL WHEELCHAIR MEASUREMENTS (Section 2b) -->
+                            <group string="Manual Wheelchair Prescription Details"
+                                invisible="equipment_type != 'manual_wheelchair'">
+                                <group>
+                                    <label for="seat_width"/>
+                                    <div class="d-flex gap-2">
+                                        <field name="seat_width" class="oe_inline"/>
+                                        <field name="seat_width_unit" class="oe_inline"/>
+                                    </div>
+                                    <label for="seat_depth"/>
+                                    <div class="d-flex gap-2">
+                                        <field name="seat_depth" class="oe_inline"/>
+                                        <field name="seat_depth_unit" class="oe_inline"/>
+                                    </div>
+                                    <label for="finished_seat_to_floor_height"/>
+                                    <div class="d-flex gap-2">
+                                        <field name="finished_seat_to_floor_height" class="oe_inline"/>
+                                        <field name="seat_to_floor_unit" class="oe_inline"/>
+                                    </div>
+                                    <label for="back_cane_height"/>
+                                    <div class="d-flex gap-2">
+                                        <field name="back_cane_height" class="oe_inline"/>
+                                        <field name="cane_height_unit" class="oe_inline"/>
+                                    </div>
+                                </group>
+                                <group>
+                                    <label for="finished_back_height"/>
+                                    <div class="d-flex gap-2">
+                                        <field name="finished_back_height" class="oe_inline"/>
+                                        <field name="back_height_unit" class="oe_inline"/>
+                                    </div>
+                                    <label for="finished_leg_rest_length"/>
+                                    <div class="d-flex gap-2">
+                                        <field name="finished_leg_rest_length" class="oe_inline"/>
+                                        <field name="leg_rest_unit" class="oe_inline"/>
+                                    </div>
+                                    <label for="client_weight"/>
+                                    <div class="d-flex gap-2">
+                                        <field name="client_weight" class="oe_inline"/>
+                                        <field name="client_weight_unit" class="oe_inline"/>
+                                    </div>
+                                </group>
+                            </group>
+
+                            <!-- WALKER / ROLLATOR MEASUREMENTS (Section 2a) -->
+                            <group string="Wheeled Walker Prescription Details"
+                                invisible="equipment_type != 'walker'">
+                                <group>
+                                    <label for="walker_seat_height"/>
+                                    <div class="d-flex gap-2">
+                                        <field name="walker_seat_height" class="oe_inline"/>
+                                        <field name="walker_seat_height_unit" class="oe_inline"/>
+                                    </div>
+                                    <label for="push_handle_height"/>
+                                    <div class="d-flex gap-2">
+                                        <field name="push_handle_height" class="oe_inline"/>
+                                        <field name="push_handle_height_unit" class="oe_inline"/>
+                                    </div>
+                                    <field name="hand_grips"/>
+                                    <field name="forearm_attachments"/>
+                                    <label for="width_between_push_handles"/>
+                                    <div class="d-flex gap-2">
+                                        <field name="width_between_push_handles" class="oe_inline"/>
+                                        <field name="push_handle_width_unit" class="oe_inline"/>
+                                    </div>
+                                </group>
+                                <group>
+                                    <label for="client_weight"/>
+                                    <div class="d-flex gap-2">
+                                        <field name="client_weight" class="oe_inline"/>
+                                        <field name="client_weight_unit" class="oe_inline"/>
+                                    </div>
+                                    <field name="walker_brakes"/>
+                                    <field name="walker_brake_type"/>
+                                    <field name="walker_num_wheels"/>
+                                    <field name="walker_wheel_size"/>
+                                    <field name="walker_back_support"/>
+                                </group>
+                            </group>
+                            <group string="Walker ADP Funded Options"
+                                invisible="equipment_type != 'walker'">
+                                <group>
+                                    <field name="walker_adolescent_wheeled_walker"/>
+                                    <field name="walker_adolescent_walking_frame"/>
+                                    <field name="walker_adolescent_standing_frame"/>
+                                </group>
+                            </group>
+
+                            <!-- POWER BASE / SCOOTER MEASUREMENTS (Section 2c) -->
+                            <group string="Power Device Prescription Details"
+                                invisible="equipment_type != 'power_wheelchair'">
+                                <group>
+                                    <label for="seat_width"/>
+                                    <div class="d-flex gap-2">
+                                        <field name="seat_width" class="oe_inline"/>
+                                        <field name="seat_width_unit" class="oe_inline"/>
+                                    </div>
+                                    <label for="finished_back_height"/>
+                                    <div class="d-flex gap-2">
+                                        <field name="finished_back_height" class="oe_inline"/>
+                                        <field name="back_height_unit" class="oe_inline"/>
+                                    </div>
+                                    <label for="finished_seat_to_floor_height"/>
+                                    <div class="d-flex gap-2">
+                                        <field name="finished_seat_to_floor_height" class="oe_inline"/>
+                                        <field name="seat_to_floor_unit" class="oe_inline"/>
+                                    </div>
+                                </group>
+                                <group>
+                                    <label for="finished_leg_rest_length"/>
+                                    <div class="d-flex gap-2">
+                                        <field name="finished_leg_rest_length" class="oe_inline"/>
+                                        <field name="leg_rest_unit" class="oe_inline"/>
+                                    </div>
+                                    <label for="seat_depth"/>
+                                    <div class="d-flex gap-2">
+                                        <field name="seat_depth" class="oe_inline"/>
+                                        <field name="seat_depth_unit" class="oe_inline"/>
+                                    </div>
+                                    <label for="client_weight"/>
+                                    <div class="d-flex gap-2">
+                                        <field name="client_weight" class="oe_inline"/>
+                                        <field name="client_weight_unit" class="oe_inline"/>
+                                    </div>
+                                </group>
+                            </group>
+                            <group string="Power Base ADP Funded Options"
+                                invisible="equipment_type != 'power_wheelchair'">
+                                <group>
+                                    <field name="pw_adjustable_tension_back"/>
+                                    <field name="pw_midline_control"/>
+                                    <field name="pw_manual_recline"/>
+                                    <field name="pw_angle_adjustable_footplates"/>
+                                    <field name="pw_manual_elevating_legrests"/>
+                                    <field name="pw_swingaway_bracket"/>
+                                </group>
+                                <group>
+                                    <field name="pw_front_riggings"/>
+                                    <field name="pw_seat_package_1"/>
+                                    <field name="pw_seat_package_2"/>
+                                    <field name="pw_oxygen_tank"/>
+                                    <field name="pw_ventilator_tray"/>
+                                </group>
+                            </group>
+                            <group string="Specialty Components (* Provide Clinical Rationale)"
+                                invisible="equipment_type != 'power_wheelchair'">
+                                <group>
+                                    <field name="pw_specialty_1_joystick"/>
+                                    <field name="pw_specialty_2_chin"/>
+                                    <field name="pw_specialty_3_touch"/>
+                                    <field name="pw_specialty_4_proximity"/>
+                                </group>
+                                <group>
+                                    <field name="pw_specialty_5_breath"/>
+                                    <field name="pw_specialty_6_scanners"/>
+                                    <field name="pw_auto_correction"/>
+                                </group>
+                                <group colspan="2">
+                                    <field name="pw_specialty_rationale"
+                                        placeholder="Clinical rationale for specialty components..."
+                                        invisible="not pw_specialty_1_joystick and not pw_specialty_2_chin and not pw_specialty_3_touch and not pw_specialty_4_proximity and not pw_specialty_5_breath and not pw_specialty_6_scanners and not pw_auto_correction"/>
+                                </group>
+                            </group>
+                            <group string="Power Positioning Devices"
+                                invisible="equipment_type != 'power_wheelchair'">
+                                <group>
+                                    <field name="pw_power_tilt_only"/>
+                                    <field name="pw_power_recline_only"/>
+                                    <field name="pw_power_tilt_recline"/>
+                                </group>
+                                <group>
+                                    <field name="pw_power_elevating_footrests"/>
+                                    <field name="pw_multi_function_control"/>
+                                    <field name="pw_power_add_on"/>
+                                </group>
+                            </group>
+
+                        </page>
+
+                        <!-- TAB 3: FRAME -->
+                        <page string="Frame" name="frame">
+                            <group>
+                                <group>
+                                    <field name="frame_product_id"/>
+                                </group>
+                            </group>
+                            <field name="frame_notes" placeholder="Frame notes..."/>
+                        </page>
+
+                        <!-- TAB 4: SELECTED ITEMS -->
+                        <page string="Selected Items" name="lines">
+                            <field name="line_ids">
+                                <list editable="bottom">
+                                    <field name="section_id"/>
+                                    <field name="product_id"/>
+                                    <field name="product_name"/>
+                                    <field name="build_type"/>
+                                    <field name="quantity"/>
+                                    <field name="adp_device_code"/>
+                                    <field name="adp_price"/>
+                                    <field name="unit_price"/>
+                                    <field name="subtotal" sum="Total"/>
+                                    <field name="adp_portion" sum="ADP Total"/>
+                                    <field name="client_portion" sum="Client Total"/>
+                                    <field name="is_upcharge"/>
+                                    <field name="upcharge_reason"
+                                        invisible="not is_upcharge"/>
+                                </list>
+                            </field>
+                        </page>
+
+                        <!-- TAB 5: UPCHARGES -->
+                        <page string="Upcharges" name="upcharges">
+                            <field name="upcharge_line_ids" readonly="1">
+                                <list>
+                                    <field name="adp_device_code"/>
+                                    <field name="product_name"/>
+                                    <field name="upcharge_reason"/>
+                                    <field name="unit_price"/>
+                                    <field name="adp_portion"/>
+                                </list>
+                            </field>
+                        </page>
+
+                        <!-- TAB 6: QUOTATION -->
+                        <page string="Quotation" name="quotation">
+                            <group>
+                                <group>
+                                    <field name="sale_order_id"/>
+                                    <field name="total_estimate"/>
+                                    <field name="total_adp_estimate"/>
+                                    <field name="total_client_estimate"/>
+                                </group>
+                            </group>
+                            <field name="notes" placeholder="Additional notes..."/>
+                        </page>
+
+                        <!-- TAB 7: SHARING -->
+                        <page string="Sharing" name="sharing">
+                            <div class="alert alert-info" role="alert"
+                                 invisible="access_token">
+                                <i class="fa fa-info-circle me-1"/>
+                                Click <b>Share Link</b> above to generate a public URL
+                                that can be opened without logging in, or embedded in
+                                an external website via an iframe.
+                            </div>
+                            <group invisible="not access_token">
+                                <group string="Public Access">
+                                    <field name="public_url" widget="CopyClipboardChar"
+                                           readonly="1" string="Public URL"/>
+                                    <field name="portal_url" widget="CopyClipboardChar"
+                                           readonly="1" string="Portal URL (login required)"/>
+                                    <field name="access_token" readonly="1"/>
+                                </group>
+                                <group string="Embed Code">
+                                    <div colspan="2">
+                                        <p class="text-muted mb-2">
+                                            Copy this snippet to embed the form in an external page:
+                                        </p>
+                                        <code style="display:block;white-space:pre-wrap;background:#f8f9fa;padding:12px;border-radius:6px;font-size:13px;">&lt;iframe src="<field name="public_url" readonly="1"/>/embed"
+        width="100%" height="900"
+        frameborder="0"
+        allow="clipboard-write"&gt;&lt;/iframe&gt;</code>
+                                    </div>
+                                </group>
+                            </group>
+                        </page>
+                    </notebook>
+                </sheet>
+                <chatter/>
+            </form>
+        </field>
+    </record>
+
+    <!-- ============================================================ -->
+    <!-- ASSESSMENT ACTION                                             -->
+    <!-- ============================================================ -->
+    <record id="action_wc_assessment" model="ir.actions.act_window">
+        <field name="name">Wheelchair Assessments</field>
+        <field name="res_model">fusion.wc.assessment</field>
+        <field name="view_mode">list,kanban,form</field>
+        <field name="context">{'search_default_my_assessments': 1}</field>
+        <field name="help" type="html">
+            <p class="o_view_nocontent_smiling_face">
+                Create a wheelchair assessment
+            </p>
+            <p>
+                Start a new wheelchair assessment to configure a chair
+                and automatically generate a quotation.
+            </p>
+        </field>
+    </record>
+
+</odoo>

fusion_quotations/views/wc_config_flow_views.xml

@@ -0,0 +1,159 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <!-- ============================================================
+         Configuration Flow — Tree View
+         ============================================================ -->
+    <record id="view_wc_config_flow_tree" model="ir.ui.view">
+        <field name="name">fusion.wc.config.flow.tree</field>
+        <field name="model">fusion.wc.config.flow</field>
+        <field name="arch" type="xml">
+            <list string="Configuration Flows">
+                <field name="sequence" widget="handle"/>
+                <field name="name"/>
+                <field name="equipment_type"/>
+                <field name="state" widget="badge"
+                    decoration-success="state == 'active'"
+                    decoration-info="state == 'draft'"
+                    decoration-muted="state == 'archived'"/>
+                <field name="step_count"/>
+                <field name="node_count"/>
+                <field name="connection_count"/>
+            </list>
+        </field>
+    </record>
+
+    <!-- ============================================================
+         Configuration Flow — Form View
+         ============================================================ -->
+    <record id="view_wc_config_flow_form" model="ir.ui.view">
+        <field name="name">fusion.wc.config.flow.form</field>
+        <field name="model">fusion.wc.config.flow</field>
+        <field name="arch" type="xml">
+            <form string="Configuration Flow">
+                <header>
+                    <button name="action_open_designer" type="object"
+                        string="Open Visual Designer"
+                        class="btn-primary"
+                        icon="fa-sitemap"/>
+                    <button name="action_new_assessment_form" type="object"
+                        string="New Assessment"
+                        class="btn-secondary"
+                        icon="fa-external-link"/>
+                    <button name="action_activate" type="object"
+                        string="Activate"
+                        class="btn-success"
+                        invisible="state == 'active'"/>
+                    <button name="action_archive" type="object"
+                        string="Archive"
+                        invisible="state == 'archived'"/>
+                    <button name="action_reset_draft" type="object"
+                        string="Reset to Draft"
+                        invisible="state == 'draft'"/>
+                    <field name="state" widget="statusbar"
+                        statusbar_visible="draft,active,archived"/>
+                </header>
+                <sheet>
+                    <div class="oe_title">
+                        <h1>
+                            <field name="name" placeholder="e.g. Standard Manual Wheelchair Config"/>
+                        </h1>
+                    </div>
+                    <group>
+                        <group>
+                            <field name="equipment_type"/>
+                            <field name="sequence"/>
+                            <field name="active" invisible="1"/>
+                        </group>
+                        <group>
+                            <field name="step_count"/>
+                            <field name="node_count"/>
+                            <field name="connection_count"/>
+                        </group>
+                    </group>
+                    <notebook>
+                        <page string="Form Steps" name="form_steps">
+                            <field name="step_ids">
+                                <list editable="bottom">
+                                    <field name="sequence" widget="handle"/>
+                                    <field name="name"/>
+                                    <field name="step_type"/>
+                                    <field name="icon"/>
+                                    <field name="section_code"/>
+                                    <field name="is_required"/>
+                                </list>
+                            </field>
+                            <div class="mt-2">
+                                <button name="action_create_default_steps" type="object"
+                                    string="Generate Default Steps"
+                                    class="btn-secondary"
+                                    icon="fa-magic"
+                                    confirm="This will replace existing steps. Continue?"/>
+                            </div>
+                        </page>
+                        <page string="Description" name="description">
+                            <field name="description" placeholder="Describe this configuration flow..."/>
+                        </page>
+                        <page string="Nodes" name="nodes">
+                            <field name="node_ids">
+                                <list editable="bottom">
+                                    <field name="sequence" widget="handle"/>
+                                    <field name="name"/>
+                                    <field name="node_type"/>
+                                    <field name="section_id"/>
+                                    <field name="decision_field"
+                                        invisible="node_type != 'decision'"/>
+                                    <field name="decision_operator"
+                                        invisible="node_type != 'decision'"/>
+                                    <field name="decision_value"
+                                        invisible="node_type != 'decision'"/>
+                                    <field name="action_type"
+                                        invisible="node_type != 'action'"/>
+                                    <field name="measurement_field"
+                                        invisible="node_type != 'measurement_check'"/>
+                                    <field name="comparison"
+                                        invisible="node_type != 'measurement_check'"/>
+                                    <field name="threshold_value"
+                                        invisible="node_type != 'measurement_check'"/>
+                                </list>
+                            </field>
+                        </page>
+                        <page string="Connections" name="connections">
+                            <field name="connection_ids">
+                                <list editable="bottom">
+                                    <field name="sequence" widget="handle"/>
+                                    <field name="source_node_id"
+                                        domain="[('flow_id', '=', parent.id)]"/>
+                                    <field name="target_node_id"
+                                        domain="[('flow_id', '=', parent.id)]"/>
+                                    <field name="source_port"/>
+                                    <field name="label"/>
+                                </list>
+                            </field>
+                        </page>
+                    </notebook>
+                </sheet>
+            </form>
+        </field>
+    </record>
+
+    <!-- ============================================================
+         Configuration Flow — Action
+         ============================================================ -->
+    <record id="action_wc_config_flow" model="ir.actions.act_window">
+        <field name="name">Configuration Flows</field>
+        <field name="res_model">fusion.wc.config.flow</field>
+        <field name="view_mode">list,form</field>
+        <field name="help" type="html">
+            <p class="o_view_nocontent_smiling_face">
+                Create a Configuration Flow
+            </p>
+            <p>
+                Configuration flows define visual decision trees that control
+                which options are shown, hidden, or required during a wheelchair
+                assessment. Use the Visual Designer to build flows graphically.
+            </p>
+        </field>
+    </record>
+
+</odoo>

fusion_quotations/views/wc_section_views.xml

@@ -0,0 +1,146 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <!-- ============================================================ -->
+    <!-- SECTION TREE VIEW                                             -->
+    <!-- ============================================================ -->
+    <record id="view_wc_section_tree" model="ir.ui.view">
+        <field name="name">fusion.wc.section.tree</field>
+        <field name="model">fusion.wc.section</field>
+        <field name="arch" type="xml">
+            <list>
+                <field name="sequence" widget="handle"/>
+                <field name="name"/>
+                <field name="code"/>
+                <field name="parent_id"/>
+                <field name="equipment_type"/>
+                <field name="has_build_type"/>
+                <field name="is_adp_options_section"/>
+                <field name="option_count" string="Options"/>
+                <field name="active" column_invisible="1"/>
+            </list>
+        </field>
+    </record>
+
+    <!-- ============================================================ -->
+    <!-- SECTION OPTION ACTION (for stat button — must be before form) -->
+    <!-- ============================================================ -->
+    <record id="action_wc_section_option" model="ir.actions.act_window">
+        <field name="name">Section Options</field>
+        <field name="res_model">fusion.wc.section.option</field>
+        <field name="view_mode">list,form</field>
+        <field name="context">{'default_section_id': active_id}</field>
+        <field name="domain">[('section_id', '=', active_id)]</field>
+    </record>
+
+    <!-- ============================================================ -->
+    <!-- SECTION FORM VIEW                                             -->
+    <!-- ============================================================ -->
+    <record id="view_wc_section_form" model="ir.ui.view">
+        <field name="name">fusion.wc.section.form</field>
+        <field name="model">fusion.wc.section</field>
+        <field name="arch" type="xml">
+            <form string="Wheelchair Section">
+                <header>
+                    <button name="action_auto_populate_options"
+                        string="Auto-Populate Products from Inventory"
+                        type="object" class="btn-secondary"
+                        icon="fa-magic"
+                        confirm="This will scan your product inventory for ADP device codes matching this section and add them as options. Continue?"/>
+                </header>
+                <sheet>
+                    <div class="oe_button_box" name="button_box">
+                        <button name="%(fusion_quotations.action_wc_section_option)d"
+                            type="action" class="oe_stat_button" icon="fa-list"
+                            context="{'default_section_id': id, 'search_default_section_id': id}">
+                            <field name="option_count" widget="statinfo" string="Options"/>
+                        </button>
+                    </div>
+                    <widget name="web_ribbon" title="Archived" bg_color="text-bg-danger"
+                        invisible="active"/>
+                    <div class="oe_title">
+                        <h1>
+                            <field name="name" placeholder="Section Name"/>
+                        </h1>
+                    </div>
+                    <group>
+                        <group>
+                            <field name="code"/>
+                            <field name="sequence"/>
+                            <field name="parent_id"/>
+                            <field name="equipment_type"/>
+                            <field name="icon" placeholder="fa-wheelchair"/>
+                            <field name="product_category_id"/>
+                        </group>
+                        <group>
+                            <field name="required"/>
+                            <field name="allow_multiple"/>
+                            <field name="is_adp_options_section"/>
+                            <field name="has_build_type"/>
+                            <field name="active"/>
+                        </group>
+                    </group>
+                    <group string="Measurement Fields" col="4">
+                        <field name="has_width"/>
+                        <field name="width_label" invisible="not has_width"/>
+                        <field name="has_depth"/>
+                        <field name="depth_label" invisible="not has_depth"/>
+                        <field name="has_height"/>
+                        <field name="height_label" invisible="not has_height"/>
+                        <field name="has_length"/>
+                        <field name="length_label" invisible="not has_length"/>
+                    </group>
+                    <field name="description" placeholder="Help text for sales reps..."/>
+                    <notebook>
+                        <page string="Product Options" name="options">
+                            <field name="option_ids">
+                                <list editable="bottom">
+                                    <field name="sequence" widget="handle"/>
+                                    <field name="product_tmpl_id"/>
+                                    <field name="variant_count" string="Variants"/>
+                                    <field name="is_standard"/>
+                                    <field name="adp_device_code"/>
+                                    <field name="adp_price"/>
+                                    <field name="list_price"/>
+                                    <field name="available_build_types"/>
+                                    <field name="requires_clinical_rationale"/>
+                                </list>
+                            </field>
+                        </page>
+                        <page string="Sub-Sections" name="children">
+                            <field name="child_ids">
+                                <list>
+                                    <field name="sequence" widget="handle"/>
+                                    <field name="name"/>
+                                    <field name="code"/>
+                                    <field name="has_build_type"/>
+                                    <field name="option_count" string="Options"/>
+                                </list>
+                            </field>
+                        </page>
+                    </notebook>
+                </sheet>
+            </form>
+        </field>
+    </record>
+
+    <!-- ============================================================ -->
+    <!-- SECTION ACTION                                                -->
+    <!-- ============================================================ -->
+    <record id="action_wc_section" model="ir.actions.act_window">
+        <field name="name">Wheelchair Sections</field>
+        <field name="res_model">fusion.wc.section</field>
+        <field name="view_mode">list,form</field>
+        <field name="context">{'search_default_active': 1}</field>
+        <field name="help" type="html">
+            <p class="o_view_nocontent_smiling_face">
+                Configure wheelchair sections
+            </p>
+            <p>
+                Define sections like Frame, Cushion, Backrest, etc.
+                and add product options to each section.
+            </p>
+        </field>
+    </record>
+
+</odoo>

fusion_quotations/views/wc_upcharge_rule_views.xml

@@ -0,0 +1,109 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <!-- ============================================================ -->
+    <!-- UPCHARGE RULE TREE VIEW                                       -->
+    <!-- ============================================================ -->
+    <record id="view_wc_upcharge_rule_tree" model="ir.ui.view">
+        <field name="name">fusion.wc.upcharge.rule.tree</field>
+        <field name="model">fusion.wc.upcharge.rule</field>
+        <field name="arch" type="xml">
+            <list>
+                <field name="sequence" widget="handle"/>
+                <field name="name"/>
+                <field name="trigger_type"/>
+                <field name="adp_device_code"/>
+                <field name="equipment_type"/>
+                <field name="mutually_exclusive_group"/>
+                <field name="active"/>
+            </list>
+        </field>
+    </record>
+
+    <!-- ============================================================ -->
+    <!-- UPCHARGE RULE FORM VIEW                                       -->
+    <!-- ============================================================ -->
+    <record id="view_wc_upcharge_rule_form" model="ir.ui.view">
+        <field name="name">fusion.wc.upcharge.rule.form</field>
+        <field name="model">fusion.wc.upcharge.rule</field>
+        <field name="arch" type="xml">
+            <form string="Upcharge Rule">
+                <sheet>
+                    <widget name="web_ribbon" title="Archived" bg_color="text-bg-danger"
+                        invisible="active"/>
+                    <div class="oe_title">
+                        <h1>
+                            <field name="name" placeholder="Rule Name"/>
+                        </h1>
+                    </div>
+                    <group>
+                        <group string="Trigger">
+                            <field name="trigger_type"/>
+                            <field name="equipment_type"/>
+                            <field name="sequence"/>
+                            <field name="active"/>
+                        </group>
+                        <group string="Result">
+                            <field name="adp_device_code"/>
+                            <field name="adp_device_code_id" readonly="1"/>
+                            <field name="product_id"/>
+                            <field name="mutually_exclusive_group"/>
+                        </group>
+                    </group>
+
+                    <!-- Measurement trigger fields -->
+                    <group string="Measurement Condition"
+                        invisible="trigger_type != 'measurement'">
+                        <group>
+                            <field name="measurement_field"/>
+                            <field name="comparison"/>
+                            <field name="threshold_value"/>
+                        </group>
+                    </group>
+
+                    <!-- Weight trigger fields -->
+                    <group string="Weight Condition"
+                        invisible="trigger_type != 'weight'">
+                        <group>
+                            <field name="weight_min"/>
+                            <field name="weight_max"/>
+                        </group>
+                    </group>
+
+                    <!-- Dimension mismatch fields -->
+                    <group string="Dimension Mismatch Condition"
+                        invisible="trigger_type != 'dimension_mismatch'">
+                        <group>
+                            <field name="compare_field_1"/>
+                            <field name="compare_field_2"/>
+                        </group>
+                    </group>
+
+                    <group>
+                        <field name="description" placeholder="Explanation shown to sales rep when rule triggers..."/>
+                    </group>
+                </sheet>
+            </form>
+        </field>
+    </record>
+
+    <!-- ============================================================ -->
+    <!-- UPCHARGE RULE ACTION                                          -->
+    <!-- ============================================================ -->
+    <record id="action_wc_upcharge_rule" model="ir.actions.act_window">
+        <field name="name">Upcharge Rules</field>
+        <field name="res_model">fusion.wc.upcharge.rule</field>
+        <field name="view_mode">list,form</field>
+        <field name="context">{'search_default_active': 1}</field>
+        <field name="help" type="html">
+            <p class="o_view_nocontent_smiling_face">
+                Configure upcharge rules
+            </p>
+            <p>
+                Define rules that auto-add ADP upcharge codes based on
+                wheelchair measurements (e.g. WAMA for width > 18").
+            </p>
+        </field>
+    </record>
+
+</odoo>