changes

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